HomeMy WebLinkAboutItem 07 - Housing Division Quarterly Report Community Development Agency
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Item # 7
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
May 2, 2023
TOPIC: Housing Division Quarterly Report
AGENDA TITLE:
Quarterly Report for Housing Division Projects and Activities for the Period of January 1,
2023 to March 31, 2023
RECOMMENDED ACTION
Receive and file the Quarterly Report for Housing Division Projects and Activities for the
period of January 1, 2023 to March 31, 2023.
DISCUSSION
This report for the quarter ending on March 31, 2023 provides information for all of the
affordable housing projects and activities for the City’s Housing Division. The report is
divided into seven sections: Loan Activity, Loan Portfolio Management and Monitoring,
Density Bonus Housing Agreements, Development Impact Fee Deferral Agreements,
Rent Stabilization, 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 grants for mobile homes and
single-family 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 and applications sent out, received, and approved by type for the
quarter and for the total fiscal year:
Table 1: Applications Sent Out, Received & Approved
Inquiries Applications
Sent Out
Applications
Received
Applications
ApprovedProgram
Q3 Total
FY Q3 Total
FY Q3 Total
FY Q3 Total
FY
Residential Rehabilitation
Grant Program 0 80 0 50 0 25 1 15
Homeownership / Down
Payment Assistance
Program
27 123 27 123 9 17 5 11
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Loan Subordinations 0 0 0 0 0 0 0 0
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 City of Santa Ana’s Residential Rehabilitation Grant Program is designed to
improve and preserve affordable housing through the use of federal Community
Development Block Grant (CDBG) funds. The Program is administered by Habitat for
Humanity of Orange County on behalf of the City. The Program provides grants of up
to $25,000 for eligible home repairs for low-income homeowners at or below 80% of
the Area Median Income (AMI) as defined by the U.S. Department of Housing and
Urban Development (HUD). Eligible activities include the repair, replacement, and/or
installation of major systems including plumbing, heating, electrical, windows, roof,
paint, and handicap accessibility. A total of one (1) rehabilitation project was completed
during this quarter.
Down Payment Assistance Loan Program Progress
For the Down Payment Assistance Loan Program (DPAP), staff evaluates applicant
eligibility and oversees underwriting to ensure compliance with program guidelines and
requirements established by HUD. During this quarter, staff conducted two (2) down
payment assistance virtual workshops via Zoom with a total of 59 attendees. Five (5)
down payment assistance loan applications were approved and five (5) closed escrow.
Staff also conduct monthly workshops together with NeighborWorks of Orange County
every second Tuesday of the month. In addition to these workshops, staff participated
in one workshop with home lending professionals and one First Time Homebuyer
Workshop sponsored by Councilmember Phan. In total, 15 professionals and 15
residents attended the workshops to get information on how to qualify for the City’s
down payment assistance program.
Staff also provided a television interview in Spanish for Estrella TV on January 25.
On February 25, staff participated in a First-Time Homebuyer Fair in partnership with
the Shalom Center. The event included other homebuying professionals and lenders
that provided booths and informational lectures. Staff provided program materials and
spoke about the program to all attendees. The event welcomed around 250 people.
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 the second quarter, the principal balance
was $144,082,637.77. This is comprised of 341 loans of which 319 are deferred or
residual receipt payment loans. As shown in Table 2, the loan portfolio generated
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$132,267.74 in payments of principal and interest during the third quarter. The amount
of residual receipts payments changes every quarter.
Table 2: Portfolio Revenue
Funding Source
HOME CDBG Redevelopment NSP CalHOME Inclusionary
Loan Payoffs $71,285.04 $0 $0 $0 $0 $0
Residual Receipts
Payments $36,902.44 $0 $0 $0 $0 $0
Amortized Loan
Payments $0 $3,668.83 $20,311.43 $0 $100.00 $0
Total for Q2 $108,187.48 $3,668.83 $20,311.43 $0 $100.00 $0
Monitoring
As part of the requirements for these loans, 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, 42 owner-
occupancy recertification letters were mailed and 38 were returned and processed. This
number includes letters sent from previous months. Staff also conducted a total of 224
inspections during this quarter.
Density Bonus Agreements
The California Density Bonus law allows developers proposing five or more residential
units to seek increases in base density for providing on-site housing units in exchange
for providing affordable units on site. To help make constructing on-site affordable units
feasible, the law allows developers to seek up to three incentives/concessions and an
unlimited number of waivers, which are variances from development standards that
would help the project be built without significant burden and without detriment to public
health. The first version of the Density Bonus Law was adopted in 1979 and has since
been amended at various times. Recent revisions allow affordable housing developers
to request incentives/concessions and/or waivers for 100-percent affordable
developments, even if they do not require a numerical density bonus. Moreover, in early
2017, the law was amended to restrict the ability of local jurisdictions to require studies
to “justify” the density bonus and requested incentives/waivers and places the burden
on local jurisdictions to prove that the incentives/concessions or waivers are not
financially warranted.
As of the date of this report, the City of Santa Ana has entered into the following Density
Bonus Agreements:
Date of
Agreement Housing Development Address Affordable Units
October 2018 Metro East Senior Park 2222 E. First St.
415 rental units restricted for
very low income and low
income or senior tenants
August 2018 First Point I & II
Apartments
2110, 2114 and 2020
E. First St.
547 rental units restricted for
very low income and low
income tenants
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February 2019 Legacy Square 609 North Spurgeon St.
92 rental units restricted for
very low income and low
income tenants
November 2019 The Rafferty 114 & 117 E. Fifth St.11 rental units restricted for
very low income tenants
December 2021 FX Residences
801, 807, 809
and 809 ½
East Santa Ana Blvd
16 permanent supportive
housing units
June 2022 WISEPlace 1411 N. Broadway 47 permanent supportive
housing units
August 2022 Brandywine Acquisition
Group 1814 & 1818 E. First St.
4 townhomes restricted for
sale to moderate-income
buyers
Development Impact Fee Deferral Agreements
Development impact fees are a one-time charge to new developments imposed under
the Mitigation Fee Act. These fees are charged to new developments to mitigate
impacts resulting from the development activity and cannot be used to fund existing
deficiencies. This means that for improvements that benefit existing as well as new
development, impact fees can only pay for the portion of the improvement that benefits
the new uses. Impact fees must be adopted based on findings of a reasonable
relationship between the development paying the fee, the size of the fee, and the use of
fee revenues. Development impact fees do not require voter approval and are
commonly used by cities to address the impact of new development on schools, parks,
transportation, etc.
Prior to issuance of any building permits, the City currently requires the payment of
various development impact fees. However, affordable housing developers may submit
a request to defer specific development impact fees for their property pursuant to
California Government Code section 66007. The City and owner then execute a
Development Impact Fee Deferral Agreement to defer certain development impact fees
applicable to the property and place a lien on the property to secure payment of these
fees, which are due before the issuance of the certificate of occupancy or the final
building check. As of the date of this report, the City has entered into the following
outstanding Development Impact Fee Deferral Agreements that are pending payment:
Date of
Agreement Developer Housing Development
Address
Estimated Total Fees
Due
October 2019
Santa Ana Pacific
Associates & Santa Ana
Pacific Associates II
2110, 2114 and 2020
E. First St.$4,121,986
December 2021 Shelter Providers of
Orange County
802, 809, 809 ½ East
Santa Ana Blvd.$510,000
July 2022 Washington Santa Ana
Housing Partners
1126 &1146 E.
Washington Ave.$652,717
Rent Stabilization Program
Effective November 18, 2022, City Council adopted an amended Rent Stabilization and
Just Cause Eviction Ordinance that included a number of changes. The amended Rent
Stabilization and Just Cause Eviction Ordinance expands the administration and
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enforcement of renter protections for Santa Ana residents by establishing a rental
housing board and a rental registry program. The amended Ordinance also includes
additional petitions for tenants and landlords, voluntary mediation services, and other
enhancements.
The City has prepared user-friendly information on the Ordinance for both tenants and
landlords on the City’s webpage, including a detailed summary of changes to the
Ordinance and answers to Frequently Asked Questions in English, Spanish, and
Vietnamese. Over the next several months, staff will be conducting outreach and
education for tenants and landlords on the amended Ordinance. Tenants and landlords
are encouraged to sign up to receive the latest updates.
Program Updates:
The City of Santa Ana continues to work with RSG, Inc. on the long-term
implementation of the Rent Stabilization and Just Cause Eviction Ordinance. The Rent
Stabilization Program has met many critical milestones over the course of Q3.
On January 3, 2023, the City entered into an agreement with Revenue and Cost
Specialists (RCS) to conduct a comprehensive fee study to determine appropriate
program fees to recover all program costs associated with services provided under the
City’s Rent Stabilization and Just Cause Eviction Ordinance. In Q3, staff worked with
RCS to finalize the fee study and the rental registry fee that will be recommended to the
City Council as a part of the FY 2023-24 Miscellaneous Fee Schedule.
On February 7, 2023, City Council authorized the City Manager to enter into an
agreement with 3Di, Inc. to implement, operate, and maintain a rental registry portal that
supports the City’s Rent Stabilization and Just Cause Eviction Ordinance. In Q3, staff
worked with the consultant on a weekly basis to begin configuring the portal where
property owners will register rental units, update rental unit information, update tenancy
information, submit notices, and pay the City’s rental registry fee. Staff also began
working with the Finance and Management Services Agency to ensure the City will be
able to collect, allocate, process, and utilize rental registry fees for the administration of
the Ordinance.
In addition to the progress made towards the long-term implementation of the Rent
Stabilization Program, staff has continued to serve the community in the following ways
throughout Q3:
•Created three new infographics: Eviction Process Infographic, Just Cause
Eviction Infographic, and Rent Stabilization Infographic.
•Reviewed and made continuous improvements to the layout, content, and forms
on the Renter Protections webpage for easier access and understanding.
•Fielded calls and emails from the public and provided information, referrals, and
education to renters and property owners on the City’s Rent Stabilization and
Just Cause Eviction Ordinance.
•Collected notices from landlords to monitor for compliance of the Ordinance.
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•Hosted our highest attended community workshop focused on Tenant Rights and
the Eviction Process, with 309 registrants.
Residents Served:
During this quarter, staff and RSG fielded calls from the public and provided information
and education to renters and property owners on the City’s Rent Stabilization and Just
Cause Eviction Ordinance. A breakdown of the number of inquiries is as follows:
The City requires that when changing the terms of a tenancy, an owner must submit
proof of service to the City as evidence that the owner has complied with noticing
requirements. A breakdown of the number of notices received is as follows:
Staff and RSG also conducted one (1) virtual workshop in partnership with the Public
Law Center via Zoom in English, Spanish, and Vietnamese:
The City regularly disburses important updates and information to Santa Ana residents.
During this quarter, staff informed the public of programmatic updates via social media
and email distribution lists, reaching a total of 47,102 Santa Ana residents.
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 develop
affordable housing. Exhibit 1 provides a summary of the funds available as of March 31,
2023.
Affordable Housing Opportunity and Creation Ordinance
On-Site Development:
Since 2011, a total of 33 units have been developed on-site as a result of the Affordable
Housing Opportunity and Creation Ordinance, including 23 ownership units for-sale and
10 rental units:
Month # of Inquiries
January 2023 60
February 2023 80
March 2023 90
Total 230
Month # of Notices
January 2023 30
February 2023 134
March 2023 61
Total 225
Month # of Registrants
January 31, 2023 309
Total 309
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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 Ordinance,
including interest, are deposited into the Inclusionary Housing Fund. Since inception,
the Inclusionary Housing Fund has generated $28,443,446 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 Ordinance. In-lieu fees generated have been used to develop new
affordable housing opportunities, provide emergency shelter, and create
homeownership opportunities. Below is a summary of how in-lieu fees have been used
by the City:
Project Inclusionary Housing
Funds SPENT # of Units Address
Santa Ana Arts Collective $4,775,000 57 1666 N. Main Street
La Placita Cinco $1,300,000 50 2239 West 5th Street
The Link Interim Emergency
Shelter $4,140,295 N/A 2320 S. Redhill
Avenue
Westview House $1,514,113 84 2530 and 2534
Westminster Avenue
Habitat for Humanity “Lacy &
Vance”$565,271 2 826 N. Lacy Street &
830 N. Lacy Street
WISEPlace Steps to
Independence Public Service
Program
$90,000 N/A N/A
TOTAL $12,384,679 193
Project Inclusionary Housing
Funds COMMITTED # of Units Address
Habitat for Humanity
“Washington Street”$2,200,000 6 1921 W. Washington
Ave.
Down Payment
Assistance $1,250,000 N/A N/A
TOTAL $3,450,000 6
Inclusionary Housing In-lieu Fees Received per Fiscal Year
FYs
2009-2017
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
FY
22/23
$7,851,002 $2,712,304 $7,236,945 $0 $3,709,875 $6,933,320 $0
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Affordable Housing Development Projects
There are six (6) affordable housing projects under construction, and two (2) affordable
housing projects in pre-development. Below is a brief summary and status-update for
each project. Exhibit 2 provides a development timeline for each project. The most
recent RFP for Affordable Housing Development was issued on December 8, 2021 and
closed on February 28, 2022. WISEPlace Permanent Supportive Housing and Habitat
for Humanity of Orange County were awarded pre-commitment letters.
Projects under Construction
Legacy Square (609 N Spurgeon Street)
Developer National Community Renaissance with Mercy House as the service provider
Description
New construction of a 100% affordable multifamily apartment complex
consisting of 92 units of rental housing and one (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.
Authority
Funds Eight (8) Project-Based Vouchers (PBVs)
Update
•Fire: Final inspections for fire alarm and fire sprinkler are signed
off. Pending fire pump sign off when generator is approved
•Elevator inspection is scheduled for April.
•Building department has pre walked final inspection
•Planning walk is forthcoming
•Temporary generator- OCFA approved the plans. They will go back
to building and safety for final stamp. The temporary generator has
been hooked up and it is ready for final inspection.
•Offsite-final paving is scheduled for April and this is the final step of
site work.
•AQMD permit for perm backup generator is roughly 3-4 weeks out.
North Harbor Village (1108 N Harbor Boulevard)
Developer Jamboree Housing Corporation
Description Acquisition and rehabilitation of a former motel yielding 89 units of
permanent supportive housing.
City / Authority
Funds
CDBG ($1,687,047); Eight-nine (89) PBVs consisting of 34 HUD-VASH
PBVs and 55 non HUD-VASH PBVs.
Update
Construction is currently underway. Recent activities include plan
resubmittals to address some of the site conditions. They are awaiting the
final coordinated set to address changes in MEP/Architectural. Concurrently
working on completing the paving for the main parking lot. Once the
resubmitted plans are approved and the parking lot is completed,
construction will move forward at a faster pace.
Westview House (2530 Westminster Avenue)
Developer Community Development Partners with Mercy House as the service provider
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Description
New construction of an affordable multifamily apartment development
consisting of 85 units of both large family and PSH units with one (1)
manager’s unit. Twenty-six (26) of the units will be funded by Mainstream
Program PBVs and Mental Health Services Act (MHSA) funds through the
No Place Like Home (NPLH) program.
City / Authority
Funds
Inclusionary Housing ($1,514,113), HOME Investment Partnerships
Program ($2,003,705), Rental Rehabilitation Program ($386,523), and
twenty-six (26) Mainstream Program PBVs
Update
Grading activities have been completed and concrete has been poured. A
groundbreaking ceremony was held on November 2, 2022. The project is
completing rough framing and roofing is set to begin in mid-April.
Completion of the project is anticipated in February 2024.
Crossroads at Washington (1126, 1136 and 1146 E Washington Avenue)
Developer The Related Companies of California (TRCC) with A Community of Friends
(ACOF) as co-developer and lead service provider
Description
New construction of a 100% affordable multifamily apartment complex
consisting of 85 units of rental housing and one (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.
City / Authority
Funds
HOME Investment Partnerships Program ($3,007,489), Neighborhood
Stabilization Program ($1,637,420), sixty-five (65) year ground lease
agreement for 1126, 1136 and 1146 E. Washington Avenue (Appraised
Value as of September 22, 2019: $4,108,136) and Fifteen (15) PBVs
Update Onsite wet utitlities completed. Offsite dry utilities exclusive of street lighting
are installed. Sheeting is finished and roofing will start in April.
Habitat for Humanity (826 N Lacy & 830 N Lacy Street)
Developer Habitat for Humanity of Orange County
Description New construction of two (2) single-family detached homes for
homeownership serving households up to 120% AMI.
City / Authority
Funds
Inclusionary Housing ($565,271) and a 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 work for the MEPS (mechanical, electrical, plumbing, and structural)
inspection was completed. The inspection was conducted and signed off on
in late March. The drywall work was also completed and passed inspection.
Siding is currently being installed along with decorative carpentry. Volunteer
opportunities continue to be offered Wednesday through Saturday
throughout the duration of the build. During the first quarter, there were 402
unique volunteers with a total of 3,452 volunteer hours.
WISEPlace Permanent Supportive Housing (1411 N Broadway)
Developer Jamboree Housing Corporation with WISEPlace as the co-developer and
lead service provider
Description Adaptive reuse and new construction of the WISEPlace building to provide
48 permanent supportive housing units, and one (1) manager’s unit.
City / Authority
Funds HOME-ARP ($5,256,327); Twenty-five (25) PBVs
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Update
The developer closed on their construction loan financing and began
construction in March 2023. City Council approved the HOME-ARP Loan
Agreement and three other Subordination Agreements on March 7, 2023.
The expected construction completion date is November 2024.
Projects in Pre-Development
FX Residences (801, 809, 809 ½ E 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 one (1) manager’s unit.
City / Authority
Funds
Housing Successor Agency ($1,656,947), three (3) PBVs, 99-year ground
lease agreement for 801 E. Santa Ana Blvd. (Appraised Value as of Oct 25,
2018: $788,000)
Update
HomeAid and Builder Captain City Ventures expect to pull permits by the
end of the 2nd quarter of 2023 and break ground on the project middle of the
2nd quarter of 2023. Completion of the project is estimated by the 1st quarter
of 2024.
Habitat for Humanity (1921 W Washington Avenue)
Developer Habitat for Humanity of Orange County
Description New construction of three (3) duplexes / six (6) homes for homeownership
serving households up to 80% AMI.
City / Authority
Funds Inclusionary Housing Funds ($2,200,000)
Update
The entitlement application for the project was submitted in February 2023.
The first community Sunshine Ordinance meeting was held on March 14,
2023, at the El Salvador Community Center in Santa Ana. The meeting was
attended by over 45 individuals. Representatives from Habitat for Humanity
and the City presented attendees information on the project and provided an
opportunity for questions. The interest in the opportunity to apply for the
homes outweighed any concerns expressed by the group. Overall, the
project was overwhelmingly well received by the community. In March, the
property was fenced off. Geological testing was started and will be
completed in April 2023.
FISCAL IMPACT
There is no fiscal impact associated with this action.
EXHIBIT(S)
1. Available Funds for Affordable Housing Development Projects
2. Project Timelines
Submitted By: Michael L. Garcia, Executive Director of Community Development
Approved By: Kristine Ridge, City Manager
Available Funds for Affordable Housing Development Projects
As of March 31st, 2023
Housing Successor Agency (Housing Authority)
$4,982,390 Cash on Hand
($1,656,947)Frances Xavier Residence Project Pre-Commitment Loan 1
($250,000)Administrative Costs Allowance 2
($2,755,174)Administrative Costs Allowance for Future Fiscal Years 3
($307,386)Crossroads at Washington Option Agreement Amendment 4
($12,883)Crossroads at Washington Environmental Assessment Oversight 5
$0 Available Funds
Inclusionary Housing Funds
$14,036,581 Cash on Hand
($930,000)Down Payment Assistance Program 6
($56,527)Lacy Street Project Grant 7
($151,411)Westview House Loan 8
($37,500)Westview House Project Cost
($11,544)WISEPlace Steps to Independence Program Agreement 9
($2,200,000)1921 W. Washington Project Pre-Commitment 13
($2,518,215)Administrative Costs Allowance (CDA/PBA)
$8,131,384 Available Funds
HOME Program
$6,689,393 Funds to Drawdown
($300,749)Crossroads at Washington Loan 10
($200,371)Westview House Loan 8
$6,188,273 Available Funds to Drawdown
HOME-American Rescue Plan Program (PSH Projects Only)
$1,464,630 Funds to Drawdown
($1,464,630)WISEPlace PSH Loan 12
$0 Available Funds to Drawdown
CDBG Program (Acquisition/Rehabilitation Projects Only)
$4,690 Funds to Drawdown
$4,690 Available Funds to Drawdown
Rental Rehabilitation Grant Program
$48,578 Cash on Hand 11
($38,652)Westview House Loan 8
$9,926 Available Funds
$14,334,272 Total Available Funds
1 Approved by Housing Authority on January 15, 2019. Additional $587,000 approved by Housing Authority on December 7, 2021.
2 The Housing Successor Agency relies on available cash to fund the monitoring and compliance functions related to the former Redevelopment Agency's housing loans.
3 Funds to be set aside for compliance and monitoring requirements due to uncertainty of future repayment revenues.
4 Approved by Housing Authority on December 15, 2020. Additional $150,000 maximum approved by Housing Authority on August 17, 2021 (2nd Amendment to Option Agreement).
5 Approved by Housing Authority on July 20, 2021.
6 $400,000 originally approved by City Council on March 6, 2018. Nine loans paid through end of September 2021. Additional $1,200,000 approved by Council on November 2, 2021.
7 Approved by City Council/Housing Authority on March 5, 2019. Additional $333,777 approved by City Council on April 6, 2020.
8 Approved by City Council on May 17, 2022.
9 Approved by City Council on April 7, 2020.
10 Approved by City Council on June 21, 2022.
11 Old program income available after close out of program with HUD.
12 Approved by City Council on March 7, 2023.
13 Approved by City Council on November 15, 2022.
Exhibit 1
EXHIBIT 2
Page 1 of 7
Current Affordable Housing Development Project Timelines
Projects Under Construction
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
Jul 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)
Jan 21 Building permit issuance
Feb 21 Construction closing/syndication
Feb 21 Begin construction (24 months)
Jul 21 Groundbreaking Ceremony
Mar 22 Press Release announcing 5 Community Workshops for Lease Up
information
Apr 22 Framing complete
May 22 Roofing to start
July 22 Elevator Cab delivery
Sept 22 Interior painting, and flooring &HVAC getting installed
Oct 22 Production insulation and Building Inspection of the Community Room and
Leasing Office
Jan 23 Fire signed off on all floors, solar panels and roofing completed, all units in
the finish stages. Landscape on podium complete.
Apr 23 Construction complete
Aug 23 100% fully leased (4 months)
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)
EXHIBIT 2
Page 2 of 7
Aug 20 Applied to HCD for MHP 1st Round Funding ($13,316,412)
Dec 19 Notified project did not receive 1st Round MHP funding
Feb 20 Applied to HCD for VHHP Funding ($10,000,000)
Mar 20 Applied to HCD for MHP 2nd round funding
Mar 20 Applied to OCHFT Financing ($2,292,920)
May 20 Notified project did not receive 2st Round MHP funding
May 20 Received OCHFT funding award ($2,292,920)
Jun 20 Received VHHP funding award ($10,000,000)
Jun 20 Submitted Plans for Ministerial Design Approval
Jun 20 Applied for CDLAC tax-exempt bond allocation ($24,000,000)
Jul 20 Applied for TCAC 4% competitive state and federal tax credits ($9,896,911)
Sept 20 CDLAC Allocation
Nov 20 Ministerial Design Approval (upon completion of community meeting on
11/4/2020)
Oct 20 TCAC Allocation
Oct 20 Start construction documents for rehab
Nov 20 Submit first plan check
Dec 20 Awarded Home Depot Grant
Jan 21 Receipt of first plan check comments
Jan 21 Submit second plan check
Feb 21 Receipt of second plan check comments
Feb 21 Submit third plan check
Mar 21 Received permit ready
Apr 21 Construction loan closing
Apr 21 Pull Permits and start construction
May 21 Site Demolition
Dec 21 Work on mock up units begins
Jun 22 Structural retrofitting and repairs
July 22 Roofing and Framing
Aug 22 Stock drywall & Inspections
Aug 22 Gutter, Awning and Painting & installation of stairs
Oct 22 OCHFT Loan finalized
Apr 23 Interior refurbishments & finishes
Apr 23 Complete Flooring
Feb 23 Start of Lease up
Mar 23 Plan resubmittal/Plan Coordination
Apr 23 Grading/Paving for parking lot and site work
May 23 Roof/Drywall/Stucco
Jun 23 Interiors/Fixtures & Appliances/
Aug 23 Construction Completion
Sep 23 Final cleaning
Oct 23 Lease up
Nov 23 Full occupancy
EXHIBIT 2
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Westview House – 2530 Westminster Avenue
Oct 19 City of Santa Ana RFP submittal
May 20 OC 2020 Supportive Housing NOFA Submittal
Dec 20 OC 2020 Supportive Housing NOFA award
Jan 21 City of Santa Ana PBV Award
Jan 21 Construction/permanent debt commitments
Jan 21 Receive Entitlements
Jan 21 No Place Like Home application
Mar 21 OCHFT application
May 21 OCHFT Award
Jun 21 No Place Like Home commitment
Sep 21 CDLAC/TCAC 4% application
Dec 21 CDLAC/TCAC 4% award
May 22 Close on construction financing
Jun 22 Construction permits issued
Jun 22 Construction start
Nov 22 Groundbreaking Ceremony
Dec 22 Grading activities completed and concrete poured
Feb 24 Construction complete
July 24 All units Leased
Nov 24 Perm Debt Conversion
Crossroads at Washington – 1126,1136 and 1146 E. Washington Avenue
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 – 1st Round 2020
Jul 20 TCAC FCAA/9% Application – 2nd Round 2020
Oct 20 TCAC FCAA/9% Award – 2nd Round 2020
Mar 21 Submitted OCHFT PSH NOFA Application
May 21 OCHFT PSH NOFA Award
Dec 21 Submit DTSC Equitable Community Revitalization Grant (ECRG) Pre-
Qualifying Application
Feb 22 Submit for 1st plan check
Mar 22 DTSC approves draft Removal Action Workplan; draft Removal
Implementation Plan under review
Apr 22 DTSC ECRG Full Application
Jul 22 DTSC ECRG Award
Jul 22 City issues permit ready letter
Jul 22 Construction finance closing/Start construction
Nov 22 Building foundation complete
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Dec 22 Framing began
Dec 23 Construction complete
Apr 24 Full occupancy
Habitat for Humanity – 826 N. Lacy Street & 830 Lacy Street
May 20 DDA signed
June 20 Prepare grading plans
Oct 20 Prepare architectural plans
Oct 20 Submit Neighborhood Review Application
Feb 21 Final Approval from Historic French Park Committee
Apr 21 Submit Site Review Application
Dec 21 Submit grading/ Non-Priority WQMP
Jan 22 Submit architectural plans
May 22 Planning Commission Approval
Jul 22 Grading permit issued
Aug 22 Groundbreaking
Aug 22 Building Permits issued
Aug 22 Commence Grading
Sep 22 Begin Foundation Construction
Oct 22 Framing Ceremony/Framing Construction Begins
Jan 23 Roof diaphragm sheathing and exterior sheathing completed
Jan 23 Roof sheathing/frame and shear walls Inspection
Jan 23 Buildings dried in
Jan 23 House wrap and waterproofing
Jan 23 Drywall stack complete
Jan 23 Exterior Door installation complete
Jan 23 Homebuyer outreach and application open
Feb 23 Window installation complete
Feb 23 Rough in plumbing
Feb 23 Rough in electrical
Feb 23 Rough in mechanical
Feb 23 Rough in fire sprinkler- OCFA
Mar 23 MEP Inspection
Mar 23 OCFA Inspection
Mar 23 Structural/framing complete
Mar 23 Structural/framing Inspection
Mar 23 Seal exterior penetrations
Mar 23 Wood siding started
Mar 23 Start exterior wood trim carpentry-ongoing
Mar 23 Insulation completion and inspection
Mar 23 Drywall hanging
Mar 23 Preliminary homebuyer application review
May 23 Habitat for Humanity Leaders Build on-site
Jun 23 Homebuyer selection
Aug 23 Anticipated Construction Completion
Aug 23 Certificate of Occupancy/Closing
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WISEPlace Permanent Supportive Housing – 1411 N. Broadway
May 19 Start of conceptual design development
Sept 19 Applied to City of Santa Ana for Financing
Feb 20 Notified not awarded City of Santa Ana Financing
Mar 20 Applied to Orange County Housing Finance Trust (OCHFT) Financing
Apr 20 Met with City of Santa Ana Planning Staff on entitlements
May 20 Notified not awarded OCHFT Financing
Jun 21 Met with City of Santa Ana staff to review revised conceptual plans
Jan 22 Submitted Historic Resource Commission and entitlements application to
City of Santa Ana
Feb 22 Applied to City of Santa Ana for HOME-ARP Funding and PBVs
Mar 22 City of Santa Ana Historic Resource Commission Approval
Mar 22 Applied to OCHFT Financing
Mar 22 Applied to AHP Financing
Apr 22 Awarded City of Santa Ana for HOME-ARP Funding and PBVs
May 22 Awarded OCHFT Funding
May 22 City of Santa Ana Planning Commission Approval of entitlements
May 22 City of Santa Ana Community Development Commission Approval of
Funding and Density Bonus Agreement (DBA)
Jun 22 Notified not awarded AHP Funding
Jun 22 Applied to County of Orange for ARPA Funding
Jun 22 City of Santa Ana City Council Approval of DBA
Jun 22 Awarded County of Orange ARPA Funding
Jun 22 Applied for TCAC 9% competitive federal tax credits
Sept 22 TCAC Allocation
Sept 22 Start Construction Documents, Plan Check and Permitting
Jan 23 Closing Kick Off
Mar 23 Receive grading permit and building permit ready letter
Mar 23 Construction loan closing
Mar 23 Pull Permits and start construction
Apr 23 Site Demolition
Nov 23 Podium Complete
Jun 24 Dry In Complete
Nov 24 Construction Complete
May 25 100% Full occupancy (6 months)
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Projects in Pre-Development
FX Residences – 801, 809, 809 ½ 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
May19 Board of Supervisors meeting for SNHP funding
Jul 19 Execute Development Agreement
Jul 19 Formal awards letters for NPLH funding to be issued
Aug19 Initial planning submittal
Sept19 Sunshine Ordinance Meeting
Mar 21 Planning Commission Meeting (ministerial approval of density bonus)
Oct 21 Submit for first plan check
Dec 21 City Council Meeting (ministerial approval of density bonus)
Dec 21 City Council approval of additional $587,000 for construction costs
Feb 22 Building permit submittal
Mar 22 Received 1st set of comments back from Plan Check, consultants working on
responses.
Jul 22 FX Funding Closing Meetings begin, 2nd Building Plan Submittal
Aug 22 Building and Grading comments being addressed
Oct 22 Construction Funding Closing process is underway
Dec 22 Dry closed funding for CalHFA/SNHP and City of Santa of Santa Ana
April 23 Met with city planner to clarify all comments on 3rd submittal
April 23 Submit 4th building review & OCFA building review
May 23 Pull Building Permits & PGP Permits
June 23 Start of Construction
Mar 24 Anticipated Completion of construction
May 24 Lease up units ( 3 months)
Habitat for Humanity – 1921 Washington Avenue
Dec 21 Habitat for Humanity OC closed escrow on property
Aug 22 Subsidy Approval from Community Development Commission
Nov 22 Subsidy Approval from City Council
Dec 22 Submit Demo Permit Application
Jan 23 Demo Permit Issued
Feb 23 Submit Site Plan Review Application
Mar 23 First Sunshine Ordinance Meeting
Mar 23 Demolition permit
Jul 23 Groundbreaking Ceremony
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Jul 23 Submit Grading / Non-Priority WQMP
Aug 23 Submit Architectural plans
Sep 23 Planning Commission Approval
Nov 23 Building Permit issued
Nov 23 Begin Foundation Construction
Jan 24 Framing Ceremony
Aug 24 Complete Rough Insoectiuons
Dec 24 Construction Completed