HomeMy WebLinkAboutItem 09 - Housing Division Quarterly Report Community Development Agency
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Item # 9
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
November 7, 2023
TOPIC: Housing Division Quarterly Report
AGENDA TITLE
Quarterly Report for Housing Division Projects and Activities for the period of July 1,
2023 to September 30, 2023
RECOMMENDED ACTION
Receive and file the Quarterly Report for Housing Division projects and activities for the
period of July 1, 2023 to September 30, 2023.
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION
This report for the quarter ending on September 30, 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 & Monitoring,
Density Bonus Housing Agreements, Development Impact Fee Deferral Agreements,
Rent Stabilization Program, Affordable Housing Opportunity & Creation Ordinance, 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, 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
Q1 Total
FY Q1 Total
FY Q1 Total
FY Q1 Total
FY
Residential Rehabilitation
Grant Program 15 15 15 15 15 15 10 10
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Down Payment
Assistance Program 73 73 61 61 4 4 3 3
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. The Fiscal Year 2023-24 funding for this program
was renewed by City Council on May 2, 2023 and applications are currently being
accepted. As of September 30, 2023, the city has received 15 applications and 10 of
those applications have been approved for a rehabilitation project.
Emergency Solutions Grant Program
The City of Santa Ana’s Emergency Solutions Grant program provides funding to
engage homeless individuals and families living on the street, to improve the number
and quality of emergency shelters for homeless individuals and families, provide
essential services to shelter residents, rapidly rehouse homeless individuals and
families, and prevent families/individuals from becoming homeless. As of July 1, 2023,
the City has entered into agreements with the Santa Ana Police Department and four
nonprofits to deliver the above mention services. During this first quarter, organizations
have worked diligently to enroll and deliver services to our residents. Quantitative data
will be submitted before October 31 and will be reported on the second quarterly report.
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 the following
outreach and education on the program:
•Staff conducted two (2) virtual workshops via Zoom together with NeighborWorks
of Orange County with a total of 12 attendees. These workshops are conducted
every second Tuesday of the month.
•On July 15 staff participated in the Vietnamese National Association of Real
Estate Professional Southern California’s Homeownership OC event at the
Salgado Community Center. Staff had the opportunity to be a panelist
presenting information on the program and set up a resource table outside the
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Community Center engaging, informing, and answering questions regarding the
program.
•On August 19, staff participated in the Housing Authority Forum that took place in
the City of Garden Grove. Staff had the opportunity to provide information to a
large audience on the Housing Choice Voucher Program (Section 8) and the
City’s affordable housing resources. In addition, we had a resource table
providing information on all of our programs, including our Down Payment
Assistance Program.
As a result of these efforts, three (3) down payment assistance loan applications were
approved and three (3) closed escrow.
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 first quarter, the principal balance was
$150,443,210.58. This portfolio is comprised of 351 loans of which 329 are deferred or
residual receipt payment loans. As shown in Table 2, the loan portfolio generated
$458,929.23 in payments of principal and interest during the first quarter. The amount of
residual receipts payments changes every quarter.
Table 2: Portfolio Revenue
HOME CDBG Redevelopment CalHome
Loan Payoffs $141,520.14 $0 $0 $48,000.00
Residual Receipts
Payments $122,443.00 $0 $122,443.00 0
Amortized Loan
Payments $1,184.07 $2,852.13 $20,486.89 0
Total for Q1 $265,147.21 $2,852.13 $142,929.89 $48,000.00
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, 67 owner-
occupancy recertification letters were mailed and 49 were returned and processed. This
number includes letters sent from previous months. Staff also conducted a total of 105
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
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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 onus 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
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
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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
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, the City Council adopted an amended Rent Stabilization
and Just Cause Eviction Ordinance (Ordinance) that included a number of changes.
The amended Ordinance expands the administration and 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 the full Ordinance and answers to Frequently
Asked Questions in English, Spanish and Vietnamese. 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 Ordinance. This project has met many critical milestones over the
course of Quarter 1 (Q1).
Staff, in partnership with 3Di, Inc. worked to implement the City’s Rental Registry to
support the Ordinance. In Q1, staff conducted an extensive user acceptance testing
process of the Rental Registry in coordination with the City Attorney’s Office as well as
a pilot test with seven (7) landlords. On August 15, 2023, the City of Santa Ana
launched the Rental Registry portal where property owners are required to register
rental units, update rental unit information, update tenancy information, submit notices,
and pay the City’s rental registry fee if applicable. Staff also continued to work 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.
Staff conducted a series of virtual workshops to assist landlords with completing the
registration process in the Rental Registry. In Q1, staff conducted seven (7)
informational workshops for property owners.
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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 Q1:
•Reviewed and made continuous improvements to the layout, content, and forms
on the Renter Protections webpage for easier access and understanding.
•Created a new webpage for the City’s Rental Registry, which includes helpful
resources including a User Guide, FAQs, and video demonstrations.
•Fielded calls and emails from the public and provided information, referrals and
education to renters and property owners on the City’s Ordinance.
•Provided walk-in assistance to answer questions from property owners and
assist with the Rental Registry at the Santa Ana WORK Center at 801 W Civic
Center Drive, Suite 200, Santa Ana, CA 92701.
•Began accepting applications for appointment of the Rental Housing Board.
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 Ordinance. A breakdown of the
number of inquiries is as follows:
Staff also conducted seven (7) workshops for property owners to assist with navigating
the Rental Registry:
The City regularly distributes important updates and information to Santa Ana residents.
During this quarter, staff informed the public of programmatic updates via social media,
newsletters, and email distribution lists, reaching a total of 47,180 Santa Ana residents.
In previous Quarterly Reports, staff shared a data point titled "Rent Increase and
Eviction Notices Received from Landlords". Now that the City's Rental Registry was
launched on August 15, 2023, landlords are required to upload their documents in the
Month # of Inquiries
July 2023 82
August2023 1,708
September 2023 1,837
Total 3,627
Month # of Registrants
August 22, 2023 24
August 24, 2023 47
August 31, 2023 103
September 7, 2023 64
September 14, 2023 58
September 21, 2023 59
September 28, 2023 49
Total 404
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Rental Registry. Specifically, "Any notices or documents required to be provided from a
Landlord to a Tenant by this Article or any other federal, state, or local law, including,
but not limited to, notice of Rent Increase and notice of eviction, shall be provided to the
City through the Rental Registry portal." Staff will research how this information can
continue to be shared in the future but for now, this table is no longer available.
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
September 30, 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:
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.
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
In-lieu fees generated have been used to develop new affordable homeownership and
rental housing opportunities as well as provide emergency shelter. Below is a summary
of how in-lieu fees have been used by the City:
Project or Program 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
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The Link Interim
Emergency Shelter $7,893,866 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
Down Payment
Assistance Program $800,000 9 N/A
TOTAL $16,938,250 202
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
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
Estrella Springs (1108 N. Harbor) (Formerly called North Harbor Village)
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 regular PBVs.
Update
Construction is currently underway. They had to update the plans and
resubmit to the City for plan check. This allowed the project to finish the
framing and continue with other work including insulation and drywall. Fire
sprinklers were also completed. Now that everything is approved, the project
will be able to move full speed ahead on other building systems. Completion
is anticipated for March 2024.
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6
Westview House (2530 Westminster Avenue)
Developer Community Development Partners with Mercy House as the service provider
Description
New construction of an affordable multifamily apartment development
consisting of 84 units of both large family and PSH units and one (1)
manager’s unit. Twenty-six 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
Exterior finishes and color on building A is complete, with building B at 95%
for exterior color. The past two months Westview House staff have been
working with AT&T and Spectrum-Charter to provide services to the
buildings and install phone and television cabling throughout the units. They
signed off on a preliminary plan from SCE in mid-September and are
awaiting the final plan from SCE regarding energizing the building. They are
pushing to receive it in time to implement the final work order before the
Santa Ana moratorium takes place between Thanksgiving and New
Year’s; however this may be pushed to January. If it is pushed out, other
work is expected to be able to continue and it should not have a drastic
effect on the completion date. Interior drywall is almost complete with City
inspections ongoing and interior painting is expected to begin next week.
Construction is expected to be complete at the end of February 2024 or
early March 2024.
Crossroads at Washington (1126, 1136 and 1146 E. Washington Avenue)
Developer The Related Companies of California with A Community of Friends 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 (HOME) ($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
The developer is working on interiors, installing cabinets, and doors for
building 1136 and installing the insulation and hanging drywall on building
1146. The developer continues to work with the Corporation for Supportive
Housing, Orange County staff, and the Santa Ana Housing Authority to
begin the marketing and lease up process.
Habitat for Humanity (826 N. Lacy & 830 N. Lacy Street)
Developer Habitat for Humanity of Orange County (Habitat)
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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
Late July, and through August of 2023, interior finish carpentry work was
started and completed, including installation of doors, cabinets, countertops
and sinks. Also in July, the two-story Victorian style home was repainted to
address concerns of the French Park Historic Association and community
members that the initial color was too bright. The color was approved by the
French Park Historic Association and the City of Santa Ana.
On September 30, Habitat held a Dedication Day and warmly welcomed the
families for Lacy Street to their new homes. The event was attended by
donors, volunteers, and supporters who helped make these homes
affordable. The Mayor of Santa Ana Valerie Amezcua addressed the
attendees, as well as Councilmember David Penaloza. Senator Tom
Umberg, Orange County Supervisor Vicente Sarmiento, and Orange County
Supervisor Katrina Foley were also in attendance.
Two families from the City of Santa Ana were selected as the homebuyers.
The families were income qualified as moderate-income families.
Volunteer opportunities continue to be offered Wednesday through Saturday
throughout the duration of the build. During the first quarter, there were 358
unique volunteers with a total of 5,250 volunteer hours. From the beginning
of the project to date, there have been 1,266 unique volunteers with a total
of 22,000 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
47 permanent supportive housing units, and one (1) manager’s unit.
City / Authority
Funds HOME-American Rescue Plan ($5,256,327); Twenty-five (25) PBVs
Update
The developer closed on their construction loan financing and began
construction in March 2023. The Concrete footings & columns were
completed in August 2023 and the slab will be poured on October 13, 2023.
The expected construction completion date is November 2024.
FX Residences (801, 809, 809 ½ 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 one (1) manager’s unit.
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)
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Update
July was the start of construction for FX Residences. The grading, trenching
and preparation for foundation were completed. The developer experienced
small set back due to Hurricane Hillary where it took a few days to pump out
the water and dry out the ground. The foundation was poured the week of
September 18th. The block wall was started the week of September 25th
and will be completed by 10/6. The developer is working with OCFA and the
City’s Public Work Agency on relocation of the underground water pump to
ensure best access. The 2nd floor framing is going to begin the week of
10/10. The developer is working to have the site waterproofed by the end of
November to avoid rain delays during the potential rainy season. Completion
of the project is estimated by the 1st quarter of 2024.
Projects in Pre-Development
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 Funds Inclusionary Housing Funds ($2,200,000)
Update
In July 2023, the City’s Planning and Building Agency provided comments
on the resubmittal. July through September 2023, the Habitat development
team has held meetings with various points of contact with Public Works to
work through responses and clarify density bonus waiver requests. The
density bonus waivers are necessary for the project to comply with the
request to add two additional housing units on the lot. Responses to
comments will be submitted in October 2023 with request to submit CDs at-
risk to mitigate further delays to the project.
Bewley Street Intergenerational Housing Project (918 N. Bewley Street)
Developer Illumination Foundation
Description Rehabilitation of 2 two-story residential buildings into eleven (11) rental units
for homeless transitional age youth and senior citizens.
City Funds Homeless Housing, Assistance and Prevention (HHAP) ($2,021,319); Eight
(8) PBVs
Update
The first of two Sunshine Ordinance meetings were held in September with
a second meeting scheduled for October. The developer has provided all
the follow-up information requested by the City’s Planning and Building
Agency and currently waiting on a response. The developer is also working
with the City’s consultant on their NEPA environmental review.
FISCAL IMPACT
There is no fiscal impact associated with this action.
EXHIBIT(S)
1. Available Funds for Affordable Housing Development Projects
2. Project Timelines
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Submitted By: Michael L. Garcia, Executive Director of Community Development
Approved By: Steven A. Mendoza, Acting City Manager
Available Funds for Affordable Housing Development Projects
As of September 30th, 2023
Housing Successor Agency (Housing Authority)
$5,028,236 Cash on Hand
($1,656,947)Frances Xavier Residence Project Pre-Commitment Loan 1
($250,000)Administrative Costs Allowance 2
($2,725,395)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
$75,625 Available Funds
Inclusionary Housing Funds
$8,943,724 Cash on Hand
($410,000)Down Payment Assistance Program 6
($56,527)Lacy Street Project Grant 7
($151,411)Westview House Loan 8
($37,500)Westview House Project Cost
($2,200,000)1921 W. Washington Project Pre-Commitment 13
($2,168,363)Administrative Costs Allowance (CDA/PBA)
$3,919,923 Available Funds
HOME Program
$8,299,766 Funds to Drawdown
($300,749)Crossroads at Washington Loan 10
($200,371)Westview House Loan 8
$7,798,646 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
$48,860 Cash on Hand 11
($38,652)Westview House Loan 8
$10,208 Available Funds
$11,809,091 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.
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
Current Affordable Housing Development Project Timelines
Projects under Construction
Estrella Springs – 1108 N. Harbor (Formerly called North Harbor Village)
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
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
EXHIBIT 2
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Aug 23 Elevator
Sept 23 Plan resubmittal/Plan Coordination
Oct 23 Roof/Drywall
Nov 23 Complete Flooring
Dec 23 Stucco
Jan 24 Interiors/Fixtures & Appliances/
Jan 24 Lease up
Jan 24 Scaffold finishes
Jan 24 Final Cleaning
Mar 24 Grading/Paving for parking lot and site work
Mar 24 Construction Completion
Jun 24 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
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
Apr 23 Floor Sheathing & Pre-Rough complete in Buildings A & B
Jun 23 Rough framing and roofing are complete
Jun 23 Window installation in both buildings
Jul 23 Working on utility rough-ins
Jul 23 Roof Truss in Building B
Jul 23 Drywall Production
Mar 24 Construction complete
Aug 24 All units Leased
Dec 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
EXHIBIT 2
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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
Dec 22 Framing began
Aug 23 Interior work, installation of cabinets & doors for Building 1136
Sept 23 Installing the insulation and hanging drywall on Building 1146
Mar 24 Construction complete
Jul 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
EXHIBIT 2
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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
May 23 Re-launchHomebuyer outreach
May 23 Interior paint completed
Jun 23 Porch-flatwork, interior door installation and cabinetry installation
Jul 23 Painting completion
Jul 23 Homebuyer application review and selection
Jul 23 Gas pressure test inspection
Aug 23 Roofs finished
Aug 23 Water meter release (Backflow device inspection)
Aug 23 Electrical meter release
Sep 23 Families income qualified as moderate-income families and meet the City
program ratios
Sep 23 Street improvements (curbs, asphalt, and ADA ramp)
Sep 23 Solar inspection
Sep 23 Orange County Fire Authority Final inspection
Sep 23 SCE trench inspection
Sep 23 Flatwork completed
Sep 23 Family Dedication Day Ceremony
Oct 23 Anticipated Construction Completion
Oct 23 Certificate of Occupancy/Completion
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
EXHIBIT 2
Page 5
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
Jun 23 Groundbreaking Ceremony
Jul 23 Storm drain system complete
Aug 23 Concrete footings & Columns Complete
Sept 23 Structural Framing on Existing Building Complete
Oct 23 Concrete pour ground floor slab on grad complete
Nov 23 Podium Complete
Jun 24 Dry In Complete
Nov 24 Construction Complete
May 25 100% Full occupancy (6 months)
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
EXHIBIT 2
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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 Groundbreaking Ceremony
July 23 Start of Construction
Aug 23 Grading, trenching and forming underway
Sept 23 Foundation poured.
Oct 23 Block Wall along North property line completed.
Oct 23 First floor framing begun
Nov 23 1st and 2nd floor framing complete
Nov 23 Roofing
Nov 23 Solar Rough
Dec 23 MEP Inspection
Dec. 23 Drywall start.
Jan 24 Drywall Texture
Jan 24 Scaffolding down.
Jan 24 Water main and storm drain work to begin.
Jan 24 Cabinetry Install
Jan 24 Solar Complete
Jan 24 Electric Finish and Grade Finish
Feb 24 Landscape start and Lease up Start
Feb 24 Flooring Start
Feb 24 Landscape finish
Feb 24 Flooring finish
Feb 24 Electric meter and appliance install
Feb 24 Final Paint Start
Feb 24 Final Paint Finish
Mar 24 Certificate of Occupancy
EXHIBIT 2
Page 7
Projects in Pre-Development
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
Apr 23
First Sunshine Ordinance Meeting
Geological Soils Testing
May 23 Second Sunshine Ordinance Meeting
Jun 23 Second Sunshine Ordinance Meeting report submitted
Jun 23 Responses to comments received submitted
July 23 Comments from second submittal received
Meeting with Planning to discuss comments and density bonus waiver
requests
Aug 23 Meetings with Public Works to discuss comments and density bonus
waiver requests
Sep 23 Meetings with Public Works to discuss comments and density bonus
waiver requests
Oct 23 Submit responses to comments from July 2023
Nov 23 Demolition Permit
Nov 23 Planning Approval
Dec 23 Planning Commission Approval
Jan 24 Submit Grading / Non-Priority WQMP
Jan 24 Submit Architectural Plans at Risk
Feb 24 Groundbreaking Ceremony
Mar 24 Building Permit issued
Mar 24 Begin Foundation Construction
Apr 24 Framing Ceremony
Mar25 Complete Rough Inspections
Mar25 Construction Complete
Richard Lehn Intergenerational Housing – 918 N Bewley St.
Nov 22 City of Santa Ana RFP submittal
Nov 22 Design development
Apr 23 Submitted Plans to Planning Division
Jun 23 Community Development Commission approval of Pre-Commitment
Letter
Jul 23 City Council approval of Pre-Commitment Letter
Aug 23 CalOptima HHIP funding application($3,000,000)
Sept 23 Start environmental approval process (NEPA)
Sept 23 Sunshine Ordinance Community Meeting 1
Oct 23 Sunshine Ordinance Community Meeting 2
EXHIBIT 2
Page 8
Oct 23 Planning Division approval to proceed with plan check
Oct 23 Received CalOptima HHIP funding ($3,000,000)
Dec 23 NEPA EA approval
Jan 24 Building Division approval
Jan 24 City Council final approval
Jan 24 Pull construction permit
Feb 24 Start construction
Feb 24 Demolition
Apr 24 Rough framing complete
Jun 24 MEP complete
Jul 24 Construction complete
Aug 24 Commence Lease Up
Oct 24 All units leased