HomeMy WebLinkAbout1 - PUBLIC COMMENT_Ramos 3From:Isuri Gmail Ramos
To:eComment
Subject:Planning Commission Public Comment for Agenda Item No. 1
Date:Monday, August 03, 2020 5:06:13 PM
Attachments:2019 Oct - Dec - Housing Division Quarterly Report.pdf
2020 Jan - Mar - Housing Division Quarterly Report.pdf
Hello Members of the Planning Commission,
My name is Isuri Ramos. I write to you as a former Chair of the Community Redevelopmentand Housing Commission. I am in complete opposition to the proposed amendments to
reduce the in lieu fee in the Housing Opportunity Ordinance. Please review the HousingDivision Quarterly Reports I have attached. The Community Redevelopment and Housing
Commission received these on a quarterly basis.
I send these to you as I know they are not provided to you on a quarterly basis. These reportsprovide important information on the Inclusionary Housing Fund and the housing programs it
funds. I ask that you consider the impact that these amendments would have on the collectionof in-lieu fees and everything that is funded with them.
Feel free to contact me if you have any questions. Thank you.
-- Best Regards,
Isuri S. RamosUniversity of California, San Diego '16
International Studies-Political ScienceUrban Studies and Planning
isuri.ramos@gmail.com
REQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
FEBRUARY 18, 2020
TITLE
RECEIVE AND FILE QUARTERLY
REPORT FOR HOUSING DIVISION
PROJECTS AND ACTIVITIES
OCTOBER 2019 — DECEMBER 2019
CLERK OF COUNCIL USE ONLY:
As Recommended
As Amended
Ordinance on 111 Reading
Ordinance on 2ntl Reading
Implementing Resolution
Set Public Hearing For
CONTINUED TO
s/Kristine Ridge FILE NUMBER
CITY MANAGER
RECOMMENDED ACTION
Receive and file the Quarterly Report for Housing Division Projects and Activities for the period of
October 2019 — December 2019.
COMMUNITY REDEVELOPMENT AND HOUSING COMMISSION ACTION
At its regular meeting on January 22, 2020 by a vote of 5:0 (Garcia, Tardif, Vasquez absent), the
Community Redevelopment and Housing Commission received and filed the Quarterly Report.
DISCUSSION
This report for the quarter ending on December 31, 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 mailed out, received and
approved 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.
Table 1: Applications Sent Out, Received & Approved
Program
Inquiries
Applications
Sent Out
Applications
Received
Applications
Approved
Q2 Total FY Q2 Total FY Q2 Total FY Q2 Total FY
Single -Family Rehabilitation 12 28 5 21 1 3 0 0
Mobile Home Rehabilitation 2 7 0 0 2 3 0 0
Multi -Family Rehabilitation 1 1 0 0 0 0 0 0
Historic Home Restoration 1 1 0 0 0 0 0 0
Homeownership/ DPAP 112 192 82 157 5 7 3 3
19C-1
Quarterly Report for Housing Division
February 18, 2020
Page 2
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. The Residential Construction
Specialist position has been filled and applications for the Single -Family and Mobile Home
Rehabilitation Program are being processed. There are currently seventeen applications in process
for the rehabilitation of eleven single-family and six mobile homes.
Rehabilitation Loan Underwriting and Approval Progress
During this quarter, zero (0) home rehabilitation loans were funded due to the program previously
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, no rehabilitations
of single-family homes or mobile homes were completed.
Down Payment Assistance Loan Program (DPAP) 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). During this quarter, staff conducted
one (1) down payment assistance workshop in which a total of 72 people attended. One down
payment assistance application was approved and closed escrow. Two (2) inclusionary housing
purchase applications at City Ventures were also received and approved. This completes the
remaining inventory of inclusionary housing units for sale for homeownership.
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 $136,950,890. This is comprised
of 371 loans of which 345 are deferred or residual receipt payment loans. As shown in Table 2, the
loan portfolio generated $565,429 in payments of principal and interest during this quarter. The
amount of residual receipts payments changes every quarter and is often higher at the end of the
year.
Table 2: Portfolio Revenue
Funding Source
HOME CDBG Redevelopment NSP CalHOME
Loan Payoffs 29,568 0 11,962 0
Residual Receipts Payments 212,499 0 285,434 0 0
Amortized Loan Payments 834 7,392 17,741 0 0
Total For Q2 242,900 7,392 303,175 11,962 0
19C-2
Quarterly Report for Housing Division
February 18, 2020
Page 3
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, 17 owner -occupancy recertification
letters were mailed and 33 were returned and processed. This number includes letters sent from
previous months.
On -site compliance monitoring of the tenant files was also conducted at four affordable housing
projects including the Triada at the Station District, Mercy House, The Orchard and American
Family Housing. A total of 45 tenant files were audited. 20% of the files were reviewed for
compliance at three of the projects and 100% of the files were reviewed for compliance at the fourth
project.
Staff also conducted building code compliance inspections for 228 units on eighteen (18) properties
which represents a sampling of 20% of the total units in the 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 December 31, 2019. Exhibit 2 provides a summary
of available land assets.
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 12 projects that opted to pay the in -lieu fee
instead of building units on -site. If those 12 projects had instead built the inclusionary housing units
on -site, a total of 409 affordable housing units would have been created. By comparison, there
were 2,702 market -rate units produced or are under construction.
19C-3
Quarterly Report for Housing Division
February 18, 2020
Page 4
Affordable Housing Units under Construction / Pre -Development with In -Lieu Fees:
A total of 203 units are under construction / pre -development 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 -Development with In -Lieu Fees
Project of Units
Santa Ana Arts Collective 57
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 provided 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 December 31, 2019.
Request for Proposals — RFP #19-063 for Affordable Housing Development
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. The first round of proposals were turned in on October 15, 2019. Four proposals were
received. A Review Panel consisting of City staff from three departments as well as the City's real
estate consultant interviewed the developers on January 7, 2020. A follow-up meeting is being held
on January 17, 2020 to finalize the project ratings and preliminary recommendations for funding
awards.
Affordable Housing Development Projects
Construction was completed on one of the projects, First Street Apartments, which is now fully
leased. There are four (4) affordable housing developments under construction and five (5)
affordable housing projects in pre -development. An existing affordable housing development
Cornerstone Apartments) is also being rehabilitated. Below are brief summaries for the nine (9)
projects under construction / pre -development and the tenth project under rehabilitation. Exhibit 3
provides a development timeline for the larger development projects.
19C-4
Quarterly Report for Housing Division
February 18, 2020
Page 5
Projects Recently Completed
First Street Apartments (1440 E. First Street)
Developer AMCAL Multi -Housing, LLC.
Demolition and new construction of an affordable multifamily apartment
Description 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)
Construction was completed in September 2019 and Property Management
successfully completed the leasing process with full occupancy as of the
Update end of October 2019. LifeSteps, the social service provider, began
operations as of January 2020. Residents will have access to Individual
health and wellness/skill building services, as well as tailored services
determined after an assessment.
Projects under Construction
Santa Ana Arts Collective (1666 N. Main Street)
Developer Meta Housing Corporation
Acquisition, adaptive reuse and new construction project comprised of 57
Description 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.
Inclusionary Housing ($4,775,000), HOME Investment Partnership
City Funds Program (HOME) ($2,627,631), Community Development Block Grant
CDBG $500,000
The project received a Temporary Partial Certificate of Occupancy at the
end of December 2019. Construction is 91% complete and anticipated to
be complete at the end of March 2020 with occupancy expected in April
2020. The contractor is completing the courtyard, playground, and the
Update exterior siding of the building. All 15 MHSA units have been leased up. The
developer is continuing lease up efforts for the two and three -bedroom
units. Due to the low number of three -bedroom applications received, the
project will be opening up the remaining three -bedroom units to be leased
to general low-income large families.
Santa Ana Veterans Village (3312 W. First Street)
Developer Jamboree Housing Corporation
New construction of an affordable multifamily apartment complex consisting
Description 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
477,345.90
19C-5
Quarterly Report for Housing Division
February 18, 2020
Page 6
Lath and plaster work is ongoing. Roof work (including installing roof the
and HVAC condensers) is slated to be complete by the end of January.
Update Interior drywall, painting of units and installation of cabinets is starting. The
project is approximately 68% complete. The estimated completion date is
March 30, 2020.
Apua Housing (317 E. 17th Street)
Developer Community Development Partners with Mercy House as the service
provider
Acquisition, demolition and new construction of a former motel yielding 56
units of affordable permanent supportive housing with wrap -around
Description 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)
Construction is underway with perimeter walls and underground plumbing
in -place. The project experienced some delays due to site constrictions,
and is unable to begin framing until the permanent asphalt drive aisle is
Update poured to provide fire access to the rear segment of the site. Work is in
progress to bring the dry utilities in prior to pouring the drive aisle. The
project is approximately 17% complete. It is anticipated that the delays in
the schedule will be made-up once framing begins.
Tinv Tim Plaza (2239 West 5th Street)
Developer Community Development Partners
New construction of an affordable multifamily apartment complex consisting
Description 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
The project is currently under construction, including current work to
Update complete the podium deck. The project is also finalizing plans for permits
on the retail component upgrades of the project.
Projects in Pre -Development
Crossroads at Washinoton (1126 and 1146 E. Washinaton Avenue)
Developer Related Companies of California with A Community of Friends (ACOF) as
the service provider
New construction of a 100% affordable multifamily apartment complex
Descri tionp consisting of 85 units of rental housing and 1 manager's unit. All units will
be affordable to households earning less than 30% AMI of which 43 units
will be set -aside for permanent supportive housing.
HOME Investment Partnerships Program ($3,007,489), Neighborhood
City Funds Stabilization Program $963,951 , sixty-two 62 year ground lease
19C-6
Quarterly Report for Housing Division
February 18, 2020
Page 7
agreement for 1126 and 1146 E. Washington Avenue (Appraised Value as
of September 22, 2019: $4,108,136
The developer resubmitted for entitlements approval in December. The
project is awaiting formal commitment for the 43 Project Based Vouchers
Update from the County. The City and County are in the process of finalizing the
master ground lease, option for ground lease, joint powers agreement
JPA) and quitclaims associated with the JPA. It is anticipated that the
documents will go to City Council for approval on February 18.
FX Residences (801, 809, 809 % East Santa Ana Boulevard)
Developer HomeAid Orange County, Inc. with Mercy House as the service provider
Description New construction of an affordable multifamily apartment complex consisting
of 16 units of permanent supportive housing, and 1 manager's unit.
Housing Successor Agency ($1,069,947), three (3) HUD-VASH PBVs, 99-
City Funds year ground lease agreement for 801 E. Santa Ana Blvd. (Appraised Value
as of Oct 25, 2018: $788,000
The developer received comments from the City on November 22"d in
response to their development application submittal. They are currently in
Update progress of setting up the needed meetings and working through the
comments for re -submittal in January 2020. The developer is waiting to
hear regarding their application to the County for the Special Needs
Housing Program SNHP funding.
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.
Inclusionary Housing ($231,494) and 99-year ground lease agreement for
City Funds 416 Vance Street and 826 N. Lacy Street (Appraised Value as of Oct 25,
2018: $578,000
The developer has completed the soils report, boundary and topo surveys.
Update The architect and civil engineer have been engaged. Architectual
engineering and product design work on the site has commenced.
Legacy Square (609 North Spurgeon Street)
Developer National Community Renaissance with Mercy House as the service
provider
New construction of a 100% affordable multifamily apartment complex
Descriptionp consisting of 92 units of rental housing and 1 manager's unit. All units will
be affordable to households earning less than 60% AMI 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
19C-7
Quarterly Report for Housing Division
February 18, 2020
Page 8
Multifamily Housing Program (MHP) funding awards were announced in
late December and the developer did not receive an MHP grant due to
extraordinary competition across the state. In November, the developer
also applied for a special allocation of 4% State low income housing tax
credits; however, it is unlikely the project will be awarded State tax credits
Update this round. Thus the developer is re -applying for Affordable Housing and
Sustainable Communities (AHSC) funding on February 11. The developer
was awarded a total of$6,013,134 for 16 No Place Like Home (NPLH) units
3,135,262 for capital and $2,887,872 for the capitalized operating
subsidy reserve. NPLH funding will provide additional leverage for a
competitive AHSC application.
J 17:F.11.T.7 Id1Fi.T ffUI:1J:F17.T.TJJ
Developer Jamboree Housing Corporation
New construction of a 100% affordable multifamily apartment complex
Description consisting of 89 permanent supportive housing studio units for homeless
veterans.
City Funds Eight -nine (89) HUD-VASH PBVs and CDBG ($1,687,047)
Multifamily Housing Program (MHP) funding awards were announced in
late December and the developer did not receive an MHP grant due to
extraordinary competition across the state. The developer is preparing to
submit a Veterans Housing and Homelessness Prevention (VHHP)
Update Program application which is due on February 13, 2020. If successful, they
will submit a 9% tax credit application on July 1, 2020. The developer will
also analyze the previous round of MHP applications and consider
resubmitting for the current MHP Notice of Funding Availability (NOFA) due
on March 2, 2020.
Existing Projects under Rehabilitation
Cornerstone Apartments (805. 810. 815. 816. 825. 835 and 904 S. Minnie Street)
Developer Jamboree Housing
Description Rehabilitation of a 126-unit affordable housing project originally built in
1961.
City Funds
HOME Investment Partnerships Program ($5,128,152) and Housing
Successor Agency $2,054,327 in existing affordable housing loans
Ten (10) existing HOME Program loans and thirty-three (33) existing
Housing Successor Agency loans were consolidated into two (2) Amended
Update and Restated Loan Agreements in order to enable the project to re -
syndicate and resubordinate existing affordable housing loans to a new
senior loan. Renovations have been started and are anticipated to be
completed in June 2020.
19C-8
Quarterly Report for Housing Division
February 18, 2020
Page 9
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
19C-9
Exhibit 1
Available Funds for Affordable Housing Development Projects
As of December 31, 2019
Housing Successor Agency (Housing Authority)
3,808,839 Cash on Hand
85,227) First Street Apartments Loan
24,766) First Street Apartments Project Costs
1,069,947) Frances Xavier Residence Project Pre -Commitment Loan Z
250,000) Administrative Costs Allowance s
2,378,899 Available Funds
Inclusionary Housing Funds
7,921,497 Cash on Hand
35,745) Santa Ana Arts Collective Project Costs 4
280,000) Down Payment Assistance Program s
509,998) Interim Emergency Homeless Shelter Agreement o
3,170,547) Legacy Square Project Pre -Commitment Loan 7
231,494) Lacy Street Project Pre -Commitment Loan o
58,145) Tiny Tim Plaza Project Costs o
366,375) Administrative Costs Allowance (CDA/PBA)
3,269,193 Available Funds
HOME Program
5,222,736 Funds to Drawdown
3,007,489) Crossroads at Washington Pre -Commitment Loan 10
2,215,247 Available Funds to Drawdown
CDBG Program (Acquisition/Rehabilitation Projects Only)
2,662,744 Funds to Drawdown
1,687,047) North Harbor Village Project Pre -Commitment Loan o
975,697 Available Funds to Drawdown
NSP Program (Abandoned, Foreclosed or Vacant Properties Only)
1,341,835 Funds to Drawdown
963,951) Crossroads at Washington Pre -Commitment Loan 10
315,508) Administrative Costs Allowance
62,376 Available Funds to Drawdown
Rental Rehabilitation Grant Program
386,523 Cash on Hand"
386,523 Available Funds
9,287,935 Total Available Funds
Approved by Housing Authority on January 16, 2013. 90% of loan paid on March 13, 2013, 10% remaining to be paid upon completion of construction.
x Approved by Housing Authority on Jan uary 15,2019.
The Housing Successor Agency relies on available ash to fund the monitoring and compliance functions relatedto the former RedevelopmentAgency's housing loans.
c Project costs only ;$48M In loans approved by Cry Council paid on July 26,2017.
400,000 originally approved by City Council on March 6, 2018 Three loans paid through end of October 2019.
e Approved by City Council on September 13,2018 Agreementwith Mercy House Living Centers, Inc forservices through December 2019.
Approved by City Council/Housing Authority on January 15, 2019.
e Approved by City Council/Housing Authority on March 5, 2019.
e Project costs only ;$6OM In loans approved by Cry Council/Housing Authority and paid on May 2,2019.
no Approved by City Council on July 2, 201911 . Old program Income available after close out of program with HUD.
19C-10
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.
19C-11
Current Affordable Housing Development Project Timelines
Project Recently Completed
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 Construction Completion
Oct-19 Occupancy
Projects Under Construction
Santa Ana Arts Collective -1666 N. Main St
Jun-15 RFP Issued
Nov-15 Approved HOME/CDBG Funds
Mar-16 Submitted Application for AHSC (Cap & Trade Funds)
Sep-16 Awarded AHSC (Cap & Trade) Funds
Nov-16 9% Low -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
Mar-20 Anticipated Construction Completion
Santa Ana Veterans Village - 3312 W. 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 Construction Initiated
Mar-20 Anticipated Construction Completion
Page 1 of 5
19C-12
1:*3:ILylglc3
Aqua Housing - 317 E. 17th S
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 of 4% Low -Income Housing Tax Credits
Apr-19 Close of Escrow
June-19 Construction Initiated
ny Tim Plaza - 2223 W. Sth 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 Construction Initiated
Projects in Pre -Development
The Crossroads at Washington -1126 and 1146 E. Washington Ave.
Aug-19 Submitted PSH Application to County
Oct-19 Submitted for Planning Entitlements
Oct-19 Community Meeting
Nov-19 Approval of Joint Powers Agreement, Option to Ground Lease, Voucher Resolution
and Cooperation Agreement, and Regional Housing Needs Assessment (RHNA)
Agreement, and Density Bonus
Dec-19 NEPA EA City Approval —City of Santa Ana Submits NEPA EA to HUD
Feb-20 PSH Funds and Voucher Approval from County Board of Supervisors
Feb-20 Planning Entitlements Approved
Mar-20 TCAC 9% Application —1" Round 2020
May-20 Assuming a 1" Round 2020 TCAC 9% Award Allocation, start Design Development
Drawings
Jun-20 TCAC 9% Award Allocation
Jul-20 Submit for 1" Plan Check
Dec-20 City Issues Permit Ready Letter
Dec-20 Construction Loan Closing
Dec-20 Start of Construction
Page 2 of 5
19C-13
IMUMMUM-1103
Feb-22 Construction Complete
Jul-22 Full Occupancy
North Harbor Village -1108 N. Harbor
Mar-19 Start of Design Development
Mar-19 Applied to FHLBSF for AHP Financing ($890,000)
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)
Jun-19 CEQA/NEPA Approval —City of Santa Ana
Jun-19 AHP Award Date ($890,000)
Aug-20 Applied to HCD for MHP Funding ($13,316,412)
Dec-19 Notified Project Did Not Receive MHP Funding
Jan-20 Home Depot Grant Award Date
Feb-20 First Submittal for Architectural Review
Feb-20 Apply to HCD for VHHP Funding ($7,943,883)
Feb-20 Apply for OCHTF Financing (If Necessary)
Mar-20 Reapply for MHP —2n'Round (if Necessary)
Apr-20 Arch. Review Comments Received from City
May-20 Receive Ministerial Approvals for Design
May-20 Receive AHAP Contract
Jul-20 Apply for TCAC 9%
Sep-20 TCAC Allocation
Oct-20 Start Construction Documents for Rehab
Oct-20 Submit First Plan Check
Dec-20 Receipt of First Plan Check Comments
Dec-20 Submit Second Plan Check
Jan-21 Receipt of Second Plan Check Comments
Jan-21 Submit Third Plan Check
Feb-21 Receipt of Permit Ready
Mar-21 Construction Loan Closing
Mar-21 Start of Construction
Jan-22 Construction Complete
Jan-22 Start of Lease Up
May-22 Full Occupancy
Page 3 of 5
19C-14
IMUMMUM-1103
FX Residences - 801, 809, 8091/2 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
May-20 Planning Commission Meeting (ministerial approval of density bonus)
July-20 City Council Meeting (ministerial approval of density bonus)
Aug-20 Begin Construction Docs
Dec-20 Approval of Grading Plans
Dec-20 Begin Construction (Grading, Weather Permitting)
Feb -22 Completion of Construction
Habitat for Humanity - 416 Vance Street & 826 N. Lacy Street
May-20 DDA signed
June-20 Prepare Grading Plans
July-20 Submit Grading/Improvements
Jan-20 Prepare Architectural Plans
June-20 Submit Architectural Plans
Oct-20 Grading Permit Issued
Nov-20 Commence Grading
Dec-20 Building Permits Issued
Jan-21 Begin Construction
Dec-21 Anticipated Construction Completion
Jan-22 Certificate of Occupancy/Closings
Page 4 of 5
19C-15
Legacy Square - 609 North Spurgeon Street
Aug-18 Santa Ana CDA Funding Application
Dec-18 Applied for NPLH and SNHP Funds
Jan-19 Santa Ana Funding Award
Feb-19 Planning Entitlements Approved
Feb-19 Applied for Round 4 AHSC Funding
May-19 Award of SNHP Funds
July-19 Applied for Round 1 MHP
Nov-19 Applied for State 4% tax credits
Jan-20 Construction Drawings (8-12 weeks)
Feb-20 Apply for Round 5 AHSC Funding
May-20 Apply for 4%Tax Credits
May-20 Plan Check (12-16 weeks)
Jun-20 Award of AHSC Funds
July-20 Award of 4%Tax credits
July-20 Award of Tax -Exempt Bonds
May-20 Plan Check (12-16 weeks)
Sep-20 Building Permit Issuance
Dec-20 Construction Closing/Syndication
Jan-21 Begin Construction (18 months)
Jun-22 Construction Complete
Aug-22 100% Fully Leased (2 months)
Page 5 of 5
19C-16
REQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
MAY 5, 2020
TITLE
RECEIVE AND FILE QUARTERLY
REPORT FOR HOUSING DIVISION
PROJECTS AND ACTIVITIES
JANUARY 2020-MARCH 2O20
CLERK OF COUNCIL USE ONLY:
As Recommended
As Amended
Ordinance on 111 Reading
Ordinance on 2ntl Reading
Implementing Resolution
Set Public Hearing For
CONTINUED TO
s/Kristine Ridge FILE NUMBER
CITY MANAGER
RECOMMENDED ACTION
Receive and file the Quarterly Report for Housing Division Projects and Activities for the period of
January 2020-March 2020.
COMMUNITY REDEVELOPMENT AND HOUSING COMMISSION ACTION
All commission meetings were canceled for the month of April 2020 due to the COVID-19 local
emergency and closure of City Hall.
DISCUSSION
This report for the quarter ending on March 31, 2020 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 mailed out, received and
approved 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.
Table 1: Applications Sent Out, Received & Approved
Program
Inquiries
Applications
Sent Out
Applications
Received
Applications
Approved
Q3 Total FY Q3 Total FY Q3 Total FY Q3 Total FY
Single -Family Rehabilitation 0 28 4 25 4 7 4 4
Mobile Home Rehabilitation 5 12 2 2 2 5 2 2
Multi -Family Rehabilitation 0 1 0 0 0 0 0 0
Historic Home Restoration 0 1 0 0 0 0 0 0
Homeownership/ DPAP 11 203 8 165 6 13 3 6
19C-1
Quarterly Report for Housing Division
May 5, 2020
Page 2
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. Due to the coronavirus (COVID-
19), application processing for the Down Payment Assistance Program, Single -Family and Mobile
Home Rehabilitation Program are currently on hold. There are currently nine applications for the
Single -Family Rehabilitation Program and four applications for the Mobile Home Rehabilitation
Program.
Rehabilitation Loan Underwritinq and Approval Progress
During this quarter, three (3) home rehabilitation loans were funded this quarter including two
mobile homes and one single-family.
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, no rehabilitation
of single-family homes or mobile homes were completed.
Down Payment Assistance Loan Program (DPAP) 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). During this quarter, staff conducted
one (1) down payment assistance workshop in February. One new down payment assistance
application was pending loan packet and escrow information.
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. The information below is from the second quarter. The third quarter updates will be
provided once staffing is returned to full capacity after COVID-19. As of the end of the second
quarter, the principal balance was $136,950,890. This is comprised of 371 loans of which 345 are
deferred or residual receipt payment loans. As shown in Table 2, the loan portfolio generated
565,429 in payments of principal and interest during the second quarter. The amount of residual
receipts payments changes every quarter and is often higher at the end of the year.
Table 2: Portfolio Revenue
Funding Source
HOME CDBG Redevelopment NSP CalHOME
Loan Payoffs 29,568 0 11,962 0
Residual Receipts Payments 212,499 0 285,434 0 0
Amortized Loan Payments 834 7,392 17,741 0 0
Total For Q2 242,900 7,392 303,175 11,962 0
19C-2
Quarterly Report for Housing Division
May 5, 2020
Page 3
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, 70 owner -occupancy recertification
letters were mailed and 53 were returned and processed. This number includes letters sent from
previous months.
On -site compliance monitoring of the tenant files was not conducted this quarter due to COVID-19.
Prior to all inspections being put on -hold due to COVID-19, staff conducted building code
compliance inspections for 113 units on seven (7) properties which represents a sampling of 36%
of the total units in the 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 March 31, 2020. Exhibit 2 provides a summary of
available land assets.
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 12 projects that opted to pay the in -lieu fee
instead of building units on -site. If those 12 projects had instead built the inclusionary housing units
on -site, a total of 409 affordable housing units would have been created.
Affordable Housing Units under Construction / Pre -Development with In -Lieu Fees:
A total of 203 units are under construction / pre -development 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
19C-3
Quarterly Report for Housing Division
May 5, 2020
Page 4
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 -Development with In -Lieu Fees
Project of Units
Santa Ana Arts Collective 57
Legacy Square 93
Tiny Tim Plaza 51
416 Vance Street & 826 N. Lacy Street 2
TOTAL 203
This report reflects the status of funds and projects for the period ending March 31, 2020.
Request for Proposals — RFP #19-063 for Affordable Housing Development
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.
Following the issuance of this RFP and a deliberative selection and review process followed by the
City, on February 19, 2020, the Community Redevelopment and Housing Commission
recommended that the City Council authorize the City Manager to execute a pre -commitment letter
with Community Development Partners and Mercy House Community Housing Development
Organization for $3,904,341 in affordable housing funds consisting of $1,514,113 in Inclusionary
Housing funds, $2,003,705 in HOME Investment Partnerships Program funds and $386,523 in
Rental Rehabilitation Program funds for the development of the Westview House affordable
housing project located at 2530 and 2534 Westminster Avenue, Santa Ana, CA 92701, (APNs 198-
132-21 and 198-132-23).
Affordable Housing Development Projects
There are four (4) affordable housing developments under construction and five (5) affordable
housing projects in pre -development. An existing affordable housing development (Cornerstone
Apartments) is also being rehabilitated. Below are brief summaries for the nine (9) projects under
construction / pre -development and the tenth project under rehabilitation. Exhibit 3 provides a
development timeline for the larger development projects.
Projects under Construction
Santa Ana Arts Collective (1666 N. Main Street)
Developer Meta Housing Corporation
Acquisition, adaptive reuse and new construction project comprised of 57
Description 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.
Inclusionary Housing ($4,775,000), HOME Investment Partnership
City Funds Program (HOME) ($2,627,631), Community Development Block Grant
CDBG $500,000
19C-4
Quarterly Report for Housing Division
May 5, 2020
Page 5
The project received a Temporary Partial Certificate of Occupancy at the
end of December 2019. Construction is 93% complete and anticipated to
Update lease up in May 2020. The contractor is completing the courtyard,
playground, and window work. All 15 MHSA units have been leased up.
The developer is continuing lease up efforts and has leased up 46 out of 56
units.
Santa Ana Veterans Villaqe (3312 W. First Street)
Developer Jamboree Housing Corporation
New construction of an affordable multifamily apartment complex consisting
Description 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
477,345.90
Construction is approximately 90% complete. The project is set to be
completed and occupied by the end of April 2020. Contractor is forming and
pouring gutters with landscape and onsite paving work to begin this week.
Update All unit and common area furniture and appliances are scheduled to be
installed by the end of next week. The construction team is taking all safety
precautions onsite by practicing social distancing and wearing protective
gear. All units and common area spaces will receive a more thorough
secondary clean prior to resident move -ins.
Aqua Housing (317 E. 17th Street)
Developer Community Development Partners with Mercy House as the service
provider
Acquisition, demolition and new construction of a former motel yielding 56
units of affordable permanent supportive housing with wrap -around
Description 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)
Construction is now approximately 34% complete. Framing is complete on
the rear residential building (segment C) and windows and roof have been
Update installed. The podium deck has been poured for segments A & B and
framing will commence this week. Safety measures are in place at the job
site with PPE and social distancing being enforced for all workers.
19C-5
Quarterly Report for Housing Division
May 5, 2020
Page 6
Tiny Tim Plaza (2239 West 5th Street)
Developer Community Development Partners
New construction of an affordable multifamily apartment complex consisting
Description 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
The project is currently under construction, including framing and trades
above the podium deck, at 27% complete. The retail renovations have
Update been permitted, and construction is to begin in April. Owner and
management are beginning marketing and lease -up plans in anticipation
of occupancy at the end of 2020.
Projects in Pre -Development
Crossroads at Washington (1126 and 1146 E. Washington Avenue)
Developer Related Companies of California with A Community of Friends (ACOF) as
the service provider
New construction of a 100% affordable multifamily apartment complex
Descri tionp consisting of 85 units of rental housing and 1 manager's unit. All units will
be affordable to households earning less than 30% AMI of which 43 units
will be set -aside for permanent supportive housing.
HOME Investment Partnerships Program ($3,007,489), Neighborhood
City Funds
Stabilization Program ($963,951), sixty-five (65) year ground lease
agreement for 1126 and 1146 E. Washington Avenue (Appraised Value as
of September 22, 2019: $4,108,136
The Project received its entitlements on February 24, 2020. The Project
received a formal commitment for the 43 Project Based Vouchers from the
Orange County Housing Authority on March 5, 2020. In February, the City
and County approved the 65 year Ground Lease, Option Agreement for the
Ground Lease, Joint Powers Agreement and Quitclaims associated with the
Update JPA. The documents were approved by City Council on February 18. The
Option Agreement was executed shortly afterwards. Following these
approvals, the developer submitted a 9% Tax Credit application for the
TCAC 9% Application 1st Round on March 9 and is awaiting the official
results. Preliminary results show that the developer will not be awarded
funding in the 1st Round and therefore will need to submit another 9% Tax
Credit application for the 2"d Round on July 1, 2020.
FX Residences (801, 809, 809 % East Santa Ana Boulevard)
Developer HomeAid Orange County, Inc. with Mercy House as the service provider
Description New construction of an affordable multifamily apartment complex consisting
of 16 units of permanent supportive housing, and 1 manager's unit.
19C-6
Quarterly Report for Housing Division
May 5, 2020
Page 7
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
The developer submitted revised drawings to the City of Santa Ana on
March 10, 2020. The developer and Public Works staff met several times
to resolve critical design issues before the second submittal package could
Update be completed. HomeAid Orange County is in ongoing communication with
state HCD and CAL HFA. Both entities will coordinate the disbursement of
capital funds to be used for the permanent financing of the project. On
March 28, HomeAid Orange County applied to the Orange County Housing
Finance Trust for additional gap funding.
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.
Inclusionary Housing ($231,494) and 99-year ground lease agreement for
City Funds 416 Vance Street and 826 N. Lacy Street (Appraised Value as of Oct 25,
2018: $578,000
The developer submitted architectural drawings to Jeff Dickman of the
Historic French Park Committee. They are currently under review by the
committee. The developer is currently finalizing the grading/engineering
Update plans and preparing for submittal. They are also working with SCE to
abandon an easement that currently exists between the two parcels. After
they have substantial approval from the French Park Committee on the
architecture, the developer will enter the structural design phase and
complete the construction drawings for submittal.
Legacy Square (609 North Spurgeon Street)
Developer National Community Renaissance with Mercy House as the service
provider
New construction of a 100% affordable multifamily apartment complex
Description consisting of 92 units of rental housing and 1 manager's unit. All units will
be affordable to households earning less than 60 /o AMI 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
The developer applied for Affordable Housing and Sustainable
Communities (AHSC) funding on February 11. AHSC scoring letters will be
mailed in early May and awards announced on June 25. The developer
Update anticipates applying for 4% tax credits and tax exempt bonds on May 15.
The developer was awarded a total of $6,013,134 for 16 No Place Like
Home (NPLH) units - $3,135,262 for capital and $2,887,872 for the
capitalized operating subsidy reserve.
19C-7
Quarterly Report for Housing Division
May 5, 2020
Page 8
North Harbor Village (1108 N. Harbor)
Developer Jamboree Housing Corporation
New construction of a 100% affordable multifamily apartment complex
Description consisting of 89 permanent supportive housing studio units for homeless
veterans.
City Funds Eight -nine (89) HUD-VASH PBVs and CDBG ($1,687,047)
Multifamily Housing Program (MHP) funding awards were announced in
late December and the developer did not receive an MHP grant due to
extraordinary competition across the state. The developer submitted an
application to the Veterans Housing and Homelessness Prevention (VHHP)
Program on February 13, 2020. The developer also resubmitted an MHP
application on March 3, 2020 for the second round as an alternative
Update financing strategy. Additionally, the developer applied on March 25, 2020
to the Orange County Housing Finance Trust fund for additional financing.
The developer believes that the VHHP application combined with funding
from the OCHFT is the most obtainable financing strategy. If the developer
is successful, they will submit a 4% tax credit application on August 21,
2020. If awarded tax credits, construction would then likely begin early to
late Q1 2021.
Existing Projects under Rehabilitation
Cornerstone Apartments (805, 810, 815, 816, 825, 835 and 904 S. Minnie Street)
Developer Jamboree Housing
Description Rehabilitation of a 126-unit affordable housing project originally built in
1961.
City Funds
HOME Investment Partnerships Program ($5,128,152) and Housing
Successor Agency $2,054,327 in existing affordable housing loans
Ten (10) existing HOME Program loans and thirty-three (33) existing
Housing Successor Agency loans were consolidated into two (2) Amended
and Restated Loan Agreements in order to enable the project to re -
syndicate and resubordinate existing affordable housing loans to a new
Update senior loan. Construction work started in October 2019 and is currently 59
percent complete. Interior unit work has currently been put on hold due to
COVID-19. Exterior work is continuing as planned. The completion date for
the project was originally the end of June 2020. Due to the circumstances,
it is difficult to ascertain the exact completion date, but the developer is
targeting July 2020 if possible.
STRATEGIC PLAN ALIGNMENT
This report support's the City's efforts 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).
19C-8
Quarterly Report for Housing Division
May 5, 2020
Page 9
FISCAL IMPACT
There is no fiscal impact associated with this action.
Exhibits: 1. Available Funds for Affordable Housing Development Projects
2. Available Land Assets for Affordable Housing Development
3. Project Timelines
19C-9
EXHIBIT 1
Available Funds for Affordable Housing Development Projects
As of February 29, 2020
Housing Successor Agency (Housing Authority)
3,755,047 Cash on Hand
85,227) First Street Apartments Loan'
24,766) First Street Apartments Project Costs
1,069,947) Frances Xavier Residence Project Pre -Commitment Loan 2
250,000) Administrative Costs Allowance 3
2,325,107) Administrative Costs Allowance for Future Fiscal Years 4
0) Available Funds
Inclusionary Housing Funds
7,357,220 Cash on Hand
31,965) Santa Ana Arts Collective Project Costs'
280,000) Down Payment Assistance Program 6
21,240) Interim Emergency Homeless Shelter Agreement
3,170,547) Legacy Square Project Pre -Commitment Loan 8
231,494) Lacy Street Project Pre -Commitment Loan 9
57,635) Tiny Tim Plaza Project Costs 10
1,514,113) Westview House Project Pre -Commitment Loan "
90,000) WISEPlace' Steps to Independence Program Agreement 12
284,630) Administrative Costs Allowance (CDA/PBA)
1,675,597 Available Funds
HOME Program
5,208,089 Funds to Drawdown
3,007,489) Crossroads at Washington Pre -Commitment Loan "
2,003,705) Westview House Project Pre -Commitment Loan
196,895 Available Funds to Drawdown
CDBG Program (Acquisition/Rehabilitation Projects Only)
721,567 Funds to Drawdown
1,687,047) North Harbor Village Project Pre -Commitment Loan 14
0 Available Funds to Drawdown
NSP Program (Abandoned, Foreclosed or Vacant Properties Only)
1,352,054 Funds to Drawdown
963,951) Crossroads at Washington Pre -Commitment Loan
96,395) Crossroads at Washington Project Costs
291,708) Transfer to CDBG in FY 20/21
0 Available Funds to Drawdown
Rental Rehabilitation Grant Program
387,276 Cash on Hand 15
386,523) Westview House Project Pre -Commitment Loan 11
753 Available Funds
1,873,245 Total Available Funds
1 Approved by Housing Autdortty on January 16,2013.96%ofloan paid on Mamh13,201810%remaining to be paid upon completion of construction.
Approved by Housing Autdortty on January 15,2019.
The Housing Successor Agency relies on avdoabie cash to fund the monitoring and compliance functions related to the former Rededelopment Agencys housing loans
Funds to beset aside for compliance and monitoring requirements due to uncertainty ofNtrlre repayment redounds.
Protect costs only;$43M In lCans approved by City Council paid on July'26 2017.
dead CCC originallyapproved by CityCouncil on March 6, 2018 Three loans paid throughend of October '2 19.
Approved by CRy CCund on September 13, 2018 Agmementwhd MCTyHouse LMgq Centers, Inc for spruces through December2619.
a Approved by City Counc Mousing Autdontty on January 15,2019.
Approved by CRy Cound oJousing Autdontty on March 5, 2019.
10 Probst costs only $6 OM In loans approved by City Council/Housing Authority and paid on May 2,2019.
Approved by City Council on April 7,2020
12 Approved by City Council on April 7,2020
19C-10
W:c11:111INA
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.
19C-11
ON0011:3k963
Current Affordable Housing Development Project Timelines
Project Recently Completed
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 Construction Completion
Oct-19 Occupancy
Projects Under Construction
Santa Ana Arts Collective - 1666 N. Main St
Jun-15 RFP Issued
Nov-15 Approved HOME/CDBG Funds
Mar-16 Submitted Application for AHSC (Cap & Trade Funds)
Sep-16 Awarded AHSC (Cap & Trade) Funds
Nov-16 9% Low -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
Mar-20 Anticipated Construction Completion
Santa Ana Veterans Village - 3312 W. 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 Construction Initiated
Mar-20 Anticipated Construction Completion
Page 1 of 5
19C-12
ON0011:3111963
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 of 4% Low -Income Housing Tax Credits
Apr-19 Close of Escrow
June-19 Construction Initiated
Tiny Tim Plaza - 2223 W. Sth 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 Construction Initiated
Projects in Pre -Development
The Crossroads at Washington - 1126 and 1146 E. Washington Ave.
Aug-19 Submitted PSH Application to County
Oct-19 Submitted for Planning Entitlements
Oct-19 Community Meeting
Nov-19 Approval of Joint Powers Agreement, Option to Ground Lease, Voucher Resolution
and Cooperation Agreement, and Regional Housing Needs Assessment (RHNA)
Agreement, and Density Bonus
Dec-19 NEPA EA City Approval —City of Santa Ana Submits NEPA EA to HUD
Feb-20 PSH Funds and Voucher Approval from County Board of Supervisors
Feb-20 Planning Entitlements Approved
Mar-20 TCAC9%Application —1"Round 2020
May-20 Assuming a 1' Round 2020 TCAC 9% Award Allocation, start Design Development
Drawings
Jun-20 TCAC 9% Award Allocation
Jul-20 Submit for 1" Plan Check
Dec-20 I City Issues Permit Ready Letter
Dec-20 Construction Loan Closing
Dec-20 Start of Construction
Page 2 of 5
19C-13
O:/:ILyk9c3
Feb-22 Construction Complete
Jul-22 Full Occupancy
Mar-19
North Harbor Village - 1108 N. Harbor
Start of Design Development
Mar-19 Applied to FHLBSF for AHP Financing ($890,000)
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)
Jun-19 CEQA/NEPAApproval— Cityof Santa Ana
Jun-19 AHP Award Date ($890,000)
Aug-20 Applied to HCD for MHP Funding ($13,316,412)
Dec-19 Notified Project Did Not Receive MHP Funding
Jan-20 Home Depot Grant Award Date
Feb-20 First Submittal for Architectural Review
Feb-20 Apply to HCD for VHHP Funding ($7,943,883)
Feb-20 Apply for OCHTF Financing (If Necessary)
Mar-20 Reapply for MHP —2"d Round (If Necessary)
Apr-20 Arch. Review Comments Received from City
May-20 I Receive Ministerial Approvals for Design
May-20 Receive AHAP Contract
Jul-20 Apply for TCAC 9%
Sep-20 TCAC Allocation
Oct-20 Start Construction Documents for Rehab
Oct-20 Submit First Plan Check
Dec-20 Receipt of First Plan Check Comments
Dec-20 Submit Second Plan Check
Jan-21 Receipt of Second Plan Check Comments
Jan-21 Submit Third Plan Check
Feb-21 Receipt of Permit Ready
Mar-21 Construction Loan Closing
Mar-21 Start of Construction
Jan-22 Construction Complete
Jan-22 Start of Lease Up
May-22 Full Occupancy
Page 3 of 5
19C-14
O:/:ILyk9c3
FX Residences - 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
May-20 Planning Commission Meeting (ministerial approval of density bonus)
July-20 City Council Meeting (ministerial approval of density bonus)
Aug-20 Begin Construction Docs
Dec-20 Approval of Grading Plans
Dec-20 Begin Construction (Grading, Weather Permitting)
Feb -22 Completion of Construction
Habitat for Humanity - 416 Vance Street & 826 N. Lacy Street
May-20 DDA signed
June-20 Prepare Grading Plans
July -20 Submit Grading/Improvements
Jan-20 Prepare Architectural Plans
June-20 Submit Architectural Plans
Oct-20 Grading Permit Issued
Nov-20 Commence Grading
Dec-20 Building Permits Issued
Jan-21 Begin Construction
Dec-21 Anticipated Construction Completion
Jan-22 Certificate of Occupancy/Closings
Page 4 of 5
19C-15
O:/:ILyk9c3
Legacy Square - 609 North Spurgeon Street
Aug-18 Santa Ana CDA Funding Application
Dec-18 Applied for NPLH and SNHP Funds
Jan-19 Santa Ana Funding Award
Feb-19 Planning Entitlements Approved
Feb-19 Applied for Round 4 AHSC Funding
May-19 Award of SNHP Funds
July-19 Applied for Round 1 MHP
Nov-19 Applied for State 4% tax credits
Jan-20 Construction Drawings (8-12 weeks)
Feb-20 Apply for Round 5 AHSC Funding
May-20 Apply for 4%Tax Credits
May-20 Plan Check (12-16 weeks)
Jun-20 Award of AHSC Funds
July-20 Award of 4%Tax credits
July-20 Award of Tax -Exempt Bonds
May-20 Plan Check (12-16 weeks)
Sep-20 Building Permit Issuance
Dec-20 Construction Closing/Syndication
Jan-21 Begin Construction (18 months)
Jun-22 Construction Complete
Aug-22 100% Fully Leased (2 months)
Page 5 of 5
19C-16