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Item # 12
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
September 6, 2022
TOPIC: Housing Division Quarterly Report
AGENDA TITLE:
Quarterly Report for Housing Division Projects and Activities for the period of April 2022
– June 2022
RECOMMENDED ACTION
Receive and file the Quarterly Report for Housing Division Projects and Activities for the
period of April 2022 – June 2022.
DISCUSSION
This report for the quarter ending on June 30, 2022 provides statistics for all of the
affordable housing projects and activities for the Housing Division. The report is divided
into six sections: Loan Activity, Loan Portfolio Management and Monitoring, Density
Bonus Housing Agreements, Renter Protections, 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
Q4 Total FY Q4 Total FY Q4 Total FY Q4 Total FY
Residential Rehabilitation
Grant Program 45 78 45 78 0 28 24 28
Homeownership / DPAP 104 200 20 200 9 7 3 4
Loan Subordinations 0 1 0 1 0 1 0 1
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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- and moderate-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 three (3) rehabilitation projects were completed
during this quarter.
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 the program guidelines and
requirements established by HUD. During this quarter, staff conducted three (3) down
payment assistance virtual workshops via Zoom with a total of 45 attendees. Three (3)
down payment assistance loan applications were approved, two (2) closed escrow and
one (1) is currently in escrow.
The Housing Division also participated in the Orange County Community Housing
Corporation’s Home Buyer Fair on Saturday, June 11. The fair was a collaboration with
lenders, local real estate agents, the City, and fellow nonprofit partners, who provided
services in English, Spanish and Vietnamese. Guests learned about different programs
offered by various agencies, and learned how to achieve homeownership via workshops
hosted by Citi and Bank of America. Twenty-two (22) attendees provided their email and
were sent an application. After this Home Buyer Fair, interest from first-time homebuyers
has increased and the Housing Division is anticipating the submittal of three (3) more
applications at the start of the new quarter.
During the next quarter, staff will also be sending a letter and flyer to lenders and real
estate agents to advertise the program and offer assistance for their clients. Staff will
also be conducting monthly workshops together with NeighborWorks Orange County
every second Tuesday of the month. In addition to these workshops, staff participated
in the Vietnamese National Association of Real Estate Professionals (VNARP)
Homeownership Fair on August 11 at the Garden Grove community center. During the
event, staff participated on a panel with other organizations that provide first time home
buyer assistance. Staff answered questions, provided staff contact information and
assisted with applications as needed with the public in attendance. On August 27, staff
will be participating in a Home Buyer Expo at HPT Realty & Finance offices, in
partnership with VNARP, in the City of Westminster. Finally, staff are working with local
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lenders at Wells Fargo to get the City’s program approved within their company for an
easier approval process. These activities for our Down Payment Assistance Loan
Program are supplemented by a current 4 to 6 unit affordable homeownership project
that staff is negotiating with Habitat for Humanity.
Loan Portfolio Management & Monitoring
The Housing Division is responsible for managing the residential loan portfolio, which
includes all of the loans entered by the City and Housing Authority acting as the Housing
Successor Agency. As of the end of the fourth quarter, the principal balance was
$136,023,826.72. This is comprised of 340 loans, in which 315 are deferred or residual
receipt payment loans. As shown in Table 2, the loan portfolio generated $701,240.48 in
payments of principal and interest during the fourth quarter. The amount of residual
receipts payments changes every quarter.
Table 2: Portfolio Revenue
Funding Source
HOME CDBG Redevelopment NSP CalHOME Inclusionary
Loan Payoffs $58,241.42 $135,214.21 $0 $10,579.02 $50,0000.00 $30,000.00
Residual Receipts
Payments $79,934.99 $0 $172,461.05 $139,351.08 $0 $0
Amortized Loan
Payments $1,288.88 $3,616.01 $20,153.82 $0 $300.00 $0
Total for Q4 $139,565.29 $138,830.22 $192,614.87 $149,930.10 $50,300.00 $30,000.00
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, 47 owner-
occupancy recertification letters were mailed and 46 were returned and processed. This
number includes letters sent from previous months. Staff also conducted a total of 192
inspections during this quarter.
Density Bonus Housing 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 on-site units. To help make constructing affordable on-site units
feasible, the law allows developers to seek up to three incentives/concessions and an
unlimited number of waivers, which are essentially 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
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places the onus on local jurisdictions to prove that the incentives/concessions or waivers
are not financially warranted.
Since 2018, the City of Santa Ana has entered into the following Density Bonus Housing
Agreements.
Date of Agreement Developer or Housing
Development
Housing Development
Address Affordable Units
October, 2018
Metro East Senior Park,
aka, Santa Ana Senior
Associates
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, aka, Santa
Ana Pacific Associates
2110, 2114 and 2020
E. First St.
547 Rental units
restricted for Very Low
Income and Low Income
Tenants
November, 2019 The Rafferty, aka, QOZB
III, LLC 114 & 117 E. Fifth St.
11 Rental units restricted
for Very Low Income
Tenants
August, 2022 Brandywine Acquistion
Group 1814 & 1818 E. First St.
4 Townhomes restricted
for sale to Monderate-
Income Buyers
Renter Protections
The Santa Ana City Council adopted two ordinances to help protect renters: a Rent
Stabilization Ordinance, which limits residential rent increases to the lower of 3% or 80%
of consumer price index (CPI) per year, and a Just Cause Eviction Ordinance, which
provides “just cause” eviction protections for most tenants that occupy a residential real
property or mobile home for 30 days. The new ordinances became effective on November
19, 2021, and expand on existing protections under the California Tenant Protection Act
of 2019.
Since the adoption of the ordinances, flyers, frequently asked questions, and press
releases have been circulated to the community. The City also regularly updates a
website devoted to the ordinances, which includes related documents and
announcements (www.santa-ana.org/renterprotections). The ordinances are currently
administered by staff in partnership with RSG.
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 Ordinances. A breakdown of the number of inquiries is as follows:
Month # of Inquiries
April 2022 161
May 2022 174
June 2022 111
Total 446
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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:
During this quarter, the City announced the amount of allowable rent increase, which shall
be effective as of September 1, 2022. Staff informed the public of programmatic updates
via Nixle, social media, newsletters, and email distribution lists. A breakdown of the
means of outreach is as follows:
Lastly, Staff and RSG also conducted one (1) informational workshop at the HOPE
Center:
•April 29, 2022: 66 attendees
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 June 30, 2022.
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 $28,443,446 to be used for the
Month # of Notices
April 2022 13
May 2022 117
June 2022 91
Total 221
Platform Individuals Reached
Nixle 12,576
Facebook 7,816
Instagram 4,551
Twitter 337
Nextdoor 916
Total 26,196
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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. 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
TOTAL $10,215,295 107
Project Inclusionary Housing
Funds COMMITTED # of Units Address
Habitat for Humanity
“Lacy & Vance”$565,271 2 826 N. Lacy Street &
830 N. Lacy Street
Westview House $1,514,113 84 2530 and 2534
Westminster Avenue
WISE Place Steps to
Independence Public
Service Program
$90,000 N/A N/A
Down Payment
Assistance $1,250,000 N/A N/A
WISEPlace PSH Pre-
Commitment Loan $484,000 48 1411 N. Broadway
TOTAL $3,903,384 86
Affordable Housing Development Projects
There are three (3) affordable housing projects under construction, and four (4) 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 RFP for
Affordable Housing Development, which was issued on December 8, 2021 and closed on
February 28, 2022, received three eligible proposals, one of which WISEPlace PSH has
been awarded a pre-commitment letter and the two other proposals are currently in the
review and evaluation phase.
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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
Construction is currently underway. Specifically, the build up roof is complete
and the low roof are dried and roof tiles are getting stocked. Pre-lim drywall is
completed at the 4th level. HVAC is starting to install ductwork and exhaust
vents at the 4th level. Pre-lim insulation is complete on the 3rd and 4th level
and will start on the 2nd floor units. Unit entry doors, WH doors and patio doors
installation will be completed soon. Five community workshops were
conducted for information on the application process of which there were 166
attendees. The estimated completion date is February 2023.
North Harbor Village (1108 N Harbor)
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. Specifically, the following items have
been completed: framing repairs, work on Harbor Blvd, concrete and rebar for
the new community building, repairs to the roof/framing, installation of
temporary stairs, demolition of old stairs, underground utilities for community
building, and installation of new sheer wall to replace old rotted material.
There was additional work due to unforeseen conditions such as mold, water
damage, termite damage, and altered structures. Due to the additional
construction work, the new estimated completion date is January 2023.
Westview House (2530 Westminster Avenue)
Developer Community Development Partners
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 of the units will be funded by Mainstream 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
Following approval by City Council on May 17, 2022, Community
Development Partners successfully closed on their construction loan
financing on May 31, 2022. The City disbursed 90% of our Inclusionary
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Housing ($1,514,113) and HOME Investment Partnerships Program
($2,003,705) loan funds at closing, and 100% of our Rental Rehabilitation
Program funds. HOME Grading activities are currently taking place at the site.
A groundbreaking ceremony data is to be determined. Completion of the
project is anticipated in February 2024.
Projects in Pre-Development
Crossroads at Washington (1126, 1136 and 1146 E Washington Avenue)
Developer Related Companies of California 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) Fifteen (15) Project-Based Vouchers
(PBV’s)
Update
The City, County, and Department of Toxic Substances Control (DTSC)
entered into a Standard Voluntary Agreement for further agency oversight.
DTSC approved the draft Removal Action Workplan (RAW) on March 28,
2022 and the Removal Implementation Plan which is required for the start of
remediation activities. Remediation/Cleanup in accordance with the RAW is
complete. DTSC approved the cleanup completion report. DTSC’s Land Use
Covenant relating to the remaining contamination of PCE on the Housing
Authority’s parcel was executed and recorded. With the help of the Developer,
the Housing Authority and County secured an award of DTSC’s Equitable
Community Revitalization Grant (ECRG) funds. These funds will be used for
unforeseen environmental conditions during the construction of the affordable
housing project. The construction loan closing will occur in July 2022.
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
On December 7, 2021, City Council approved an additional $587,000 from its
Low and Moderate Income Housing Asset Fund due to an unanticipated
increase in construction costs for the project. City Council also approved the
project’s Loan Agreement, 99-Year Ground Lease, Density Bonus
Agreement, and Development Impact Fee Deferral Agreement. HomeAid
Orange County submitted for the first grading plan check in November of 2021
and for the first building plan check in February of 2022. There have been
comments back on a few plans and HomeAid is working with their engineers
to resubmit those plans. They are expecting permits to be pulled in late
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summer 2022. Closing calls for current financers of the project will begin in
July 2022.
Habitat for Humanity (826 N Lacy & 830 N Lacy Street)
Developer Habitat for Humanity of Orange County
Description New construction of two single-family detached homes for homeownership
serving households up to 120% AMI.
City / 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
On April 6, 2021, City Council approved a First Amendment to the Conditional
Grant Agreement with Habitat for Humanity of Orange County for an
additional $333,777 in Inclusionary Housing Funds for a total Inclusionary
Grant amount of $565,271 for the development of the project. The
Developer’s Site Plan Review application was submitted in April 2021. Final
Approval of Site Plan Review awarded and project was approved by the
Planning Commission on May 9, 2022. Grading Plans submitted for review at
the end of December 2021. Grading Plans for 826 N Lacy have been
approved but they are still awaiting approval on 830 N Lacy. Once 830 N Lacy
is approved, Habitat’s Project Manager will work with Public Works staff to
pull Grading Permits. Their goal is to start the Grading Process in August
2022. Building Plans submitted and have now been approved for both 826 &
830 N Lacy. Habitat is working with staff in Planning, Public Works and
Building to pull Building Permits. The goal is to start the foundations by
September 2022.
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
Update
The developer has obtained all of their soft funding commitments from the
City of Santa Ana, Orange County Housing Finance Trust, and the County of
Orange. The developer applied to TCAC for competitive 9% tax credits in
June 2022. Awards will be announced in September 2022.
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: Steven Mendoza, Assistant City Manager
Approved By: Kristine Ridge, City Manager
Available Funds for Affordable Housing Development Projects
As of June 30, 2022
Housing Successor Agency (Housing Authority)
$4,861,423 Cash on Hand
($1,656,947)Frances Xavier Residence Project Pre-Commitment Loan 1
($56,052)Administrative Costs Allowance 2
($2,533,952)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
$294,203 Available Funds
Inclusionary Housing Funds
$14,795,979 Cash on Hand
($1,250,000)Down Payment Assistance Program 6
($565,271)Lacy Street Project Grant 7
($151,411)Westview House Pre-Commitment Loan 8
($37,500)Westview House Project Cost
($11,544)WISEPlace Steps to Independence Program Agreement 9
($484,000)WISEPlace PSH Pre-Commitment Loan 12
($2,837,509)Administrative Costs Allowance (CDA/PBA)
$9,458,744 Available Funds
HOME Program
$7,148,306 Funds to Drawdown
($3,007,489)Crossroads at Washington Pre-Commitment Loan 10
($75,187)Crossroads at Washington Project Costs
$4,065,630 Available Funds to Drawdown
HOME-American Rescue Plan Program (PSH Projects Only)
$5,256,327 Funds to Drawdown
($5,256,327)WISEPlace PSH Pre-Commitment Loan 12
$0 Available Funds to Drawdown
CDBG Program (Acquisition/Rehabilitation Projects Only)
$124,690 Funds to Drawdown
$124,690 Available Funds to Drawdown
Rental Rehabilitation Grant Program
$48,258 Cash on Hand 11
($38,652)Westview House Pre-Commitment Loan 8
$9,605 Available Funds
$13,952,872 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 April 7, 2020.
9 Approved by City Council on April 7, 2020.
10 Approved by City Council on July 2, 2019. Additional $333,742 loan amount approved on August 17, 2021.
11 Old program income available after close out of program with HUD.
12 Approved by City Council on June 21, 2022.
EXHIBIT 1
EXHIBIT 2
Page 1 of 5
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 23 Elevator Cab delivery
Feb 23 Construction complete
June 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)
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
EXHIBIT 2
Page 2 of 5
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
Sep 22 OCHFT Loan finalized
Oct 22 Interior refurbishments & finishes
Nov 22 Complete flooring
Oct 22 Start of lease up
Jan 23 Construction Completion
Feb 23 Final Cleaning
May 23 Full occupancy
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
EXHIBIT 2
Page 3 of 5
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
Feb 24 Construction complete
July 24 All units Leased
Nov 24 Perm Debt Conversion
Projects in Pre-Development
Crossroads at Washington – 1126 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
Implementaion 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 23 Construction complete
Mar 23 Full occupancy
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)
EXHIBIT 2
Page 4 of 5
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 Recived 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 Permit achieved
Oct 22 Consruction Funding Closing,begin construction
Nov 23 Anticipated Completion of construction
Nov 23 Certificate of Occupancy/closings anticipated
Dec 23 Lease up units ( 3 months)
Habitat for Humanity – 826 N. Lacy Street & 830 Lacy Street ( 416 Vance 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 Commence Grading
Aug22 Building Permits issued
Aug22 Begin construction
Jul 23 Anticipated construction completion
Jul23 Certificate of Occupancy / Closings
WISEPlace Permanent Supportive Housing
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
EXHIBIT 2
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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
Nov 22 Submit first plan check
Nov 22 Receipt of first plan check comments
Dec 22 Submit second plan check
Jan 23 Receipt of second plan check comments
Jan 23 Submit third plan check
Feb 23 Receive permit ready letter
Mar 23 Construction loan closing
Mar 23 Pull Permits and start construction
Apr 23 Site Demolition
Jun 24 Start of lease up
Oct 24 Construction Completion
Dec 24 Full occupancy