HomeMy WebLinkAboutItem 13 - Quarterly Report for Housing Division Projects and Activities Community Development Agency
www.santa-ana.org/community-development
Item # 13
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
May 7, 2024
TOPIC: Housing Division Quarterly Report
AGENDA TITLE
Quarterly Report for Housing Division Projects and Activities
RECOMMENDED ACTION
Receive and file the Quarterly Report for Housing Division Projects and Activities for the
period of January 1, 2024 to March 31, 2024
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION
This report for the quarter ending on March 31, 2024, 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 Agreements, Development Impact Fee Deferral Agreements, Rent
Stabilization and Just Cause Eviction Ordinance, Affordable Housing Opportunity and
Creation Ordinance, and Affordable Housing Development Projects.
FISCAL IMPACT
There is no fiscal impact associated with this action.
EXHIBIT(S)
1. Housing Division Quarterly Report: January 1, 2024 through March 31, 2024
2. Available Funds for Affordable Housing Development Projects
3. Project Timelines
Submitted By: Michael L. Garcia, Executive Director of Community Development
Approved By: Alvaro Nuñez, Acting City Manager
May 7, 2024
Page 1
City of Santa Ana – Quarterly Report
Third Quarter of FY 2023-24
JANUARY – MARCH 2024
Housing Division Quarterly Report
Each quarter, the City of Santa Ana (City) provides a detailed summary of the different
projects and activities undertaken the previous quarter. This Housing Division Quarterly
Report (Quarterly Report) for the quarter ending on March 31, 2024 (Q3), 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 Agreements
•Development Impact Fee Deferral Agreements
•Rent Stabilization and Just Cause Eviction Ordinance
•Affordable Housing Opportunity & Creation Ordinance
•Affordable Housing 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 2023-24 fiscal year (FY 2023-24):
Table 1: Applications Sent Out, Received, & Approved
Program
Inquiries Applications
Sent Out
Applications
Received
Applications
Approved
Q3 Total
FY Q3 Total
FY Q3 Total
FY Q3 Total
FY
Residential Rehabilitation
Grant Program 0 21 0 21 0 15 0 10
Down Payment
Assistance Program 110 213 25 122 5 9 4 11
As illustrated in Table 1, the number of applications received typically falls below the
number sent out during any given period. This is primarily due to the stringent program
EXHIBIT 1
May 7, 2024
Page 2
City of Santa Ana – Quarterly Report
Third Quarter of FY 2023-24
JANUARY – MARCH 2024
guidelines mandated by the federal government for eligibility, as well as a shortage of
properties for sale at affordable prices. As a result, many applicants find it challenging to
meet the qualifications.
Residential Rehabilitation Grant Program
The City’s Residential Rehabilitation Grant Program (Residential Rehabilitation Program)
is designed to improve and preserve affordable housing through the use of federal
Community Development Block Grant (CDBG) funds. The Residential Rehabilitation
Program is administered by Habitat for Humanity of Orange County (Habitat for Humanity)
on behalf of the City. The Residential Rehabilitation 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 program's funding for FY 2023-24 was reauthorized by the City Council on May 2,
2023. Unfortunately, the City currently lacks available funds to process further
applications. As depicted in Table 1, there have been no inquiries or applications sent,
received, or approved. As of March 31, 2024, the City has received a total of 15
applications, with 10 granted approval for rehabilitation projects, and 1 project has been
completed.
Down Payment Assistance Program
The City evaluates applicant eligibility and oversees the underwriting process for its Down
Payment Assistance Program (DPAP), ensuring compliance with program guidelines and
requirements. Throughout this quarter, staff conducted various outreach and educational
activities on the program, including:
• Participated in NeighborWorks Orange County’s (NeighborWorks OC)
“Homebuyer 101 + City DPA” monthly meeting on January 9, February 13, and
March 12, 2024. These 1.5-hour sessions, held from 5:45 PM to 7:00 PM, provided
essential guidance for entry-level homebuyers, covering topics such as budgeting,
credit, lending, and other homeownership-related matters.
• Involved in NeighborWorks OC's 8-hour, HUD-approved, “Homebuyer Education”
courses on January 20, February 10, and March 9, 2024.
EXHIBIT 1
May 7, 2024
Page 3
City of Santa Ana – Quarterly Report
Third Quarter of FY 2023-24
JANUARY – MARCH 2024
• Hosted three workshops at the Salgado Community Center on February 2, Delhi
Center on February 25, and Lawn Bowling Center on March 27, 2024.
• Presented information on the program at the Salvador Community Center on
January 25, at the invitation of Mayor Amezcua.
• Participated in the “Tet Festival” on Centennial Park on February 3 and the Shalom
Center's “First Time Home Buying Fair” in the City of Anaheim on February 17,
extending our outreach efforts to diverse community events.
As a result of these efforts, four (4) down payment assistance loan applications were
approved and four (4) closed escrow. Staff also received five (5) “My First Home”
applications towards the end of March 2024, which will close escrow by the end of Q4, if
approved.
Emergency Solutions Grant Program
The City’s Emergency Solutions Grant program assists individuals and families
experiencing homelessness by enhancing emergency shelters, providing essential
services, and administering rapid rehousing to prevent homelessness. As of July 1, 2023,
the City entered into agreements with the Santa Ana Police Department and four
nonprofits to administer these services. Throughout this second quarter, these
organizations have been actively engaged in enrolling and delivering vital services to our
residents. Table 2 provides quantitative data for Q3:
Table 2: Emergency Solutions Grant Program
Organization Name Estimated # in
Scope of Work
Clients Served
(Jan-March 2024)
SAPD Heart 50* 7
WISEPlace 1 3
Illumination Foundation RRH 3 3
Illumination Foundation HPP 1 0
2-1-1/United Way ** 11
Interval House 37 37
* Number reported is according to the original agreement. However, as a result
of increased funding, this number is likely to be higher.
** Number is unavailable on the original agreement and has not been reported
by 2-1-1.
EXHIBIT 1
May 7, 2024
Page 4
City of Santa Ana – Quarterly Report
Third Quarter of FY 2023-24
JANUARY – MARCH 2024
Loan Portfolio Management & Monitoring
Portfolio Management
The Housing Division oversees the management of the residential loan portfolio,
encompassing all loans provided by the City and the Santa Ana Housing Authority
(Housing Authority), acting as the Housing Successor Agency. As of the end of this
quarter, the principal balance is $149,661,396. This portfolio is comprised of 343 loans,
of which 322 are deferred or residual receipt payment loans. Table 3 illustrates that the
loan portfolio yielded $211,910.06 in principal and interest payments during the third
quarter. The amount of revenue fluctuates each quarter.
Table 3: Portfolio Revenue
HOME CDBG Redevelopment CalHome
Loan Payoffs $136,123.78 $0 $50,625.29 $0
Residual Receipts
Payments $0 $0 $0 $0
Amortized Loan
Payments $1,158.32 $2,673.84 $21,328.83 $0
Total for Q3 $137,282.10 $2,673.84 $71,954.12 $0
Compliance 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, 30 owner-
occupancy recertification letters were mailed and 16 were returned and processed. This
number includes letters sent from previous months. Staff also conducted a total of 242
inspections during this quarter.
Density Bonus Agreements
Under the California Density Bonus law, developers proposing five or more residential
units can seek incentives or concessions in exchange for providing on-site affordable
units. To facilitate the feasibility of constructing these on-site affordable units, the law
permits developers to request up to three incentives/concessions and an unlimited
number of waivers. These waivers entail variances from development standards aimed
at ensuring project feasibility without imposing an undue burden or compromising public
health. As shown in Table 4, the City of Santa Ana has entered into the following Density
Bonus Agreements as of the end of this quarter:
EXHIBIT 1
May 7, 2024
Page 5
City of Santa Ana – Quarterly Report
Third Quarter of FY 2023-24
JANUARY – MARCH 2024
Table 4: 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 lo w-income and low-
income tenants
February 2019 Legacy Square 609 N. 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
E. 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
October 2023 Unison Real Estate
Group 1212 E. 4th St. 1 rental unit for very low-
income
November 2023 P & P Bros 322 N. Harbor Blvd. 2 rental units for very low-
income
Development Impact Fee Deferral Agreements
Development impact fees, mandated by the Mitigation Fee Act, are one-time charges
levied on new developments to offset the impacts they generate, in compliance with
California law. These fees are not intended to address pre-existing deficiencies but rather
to mitigate the effects of development activities. They can only finance improvements
benefiting new developments, with fees allocated based on a reasonable correlation
between the development, fee size, and revenue use. Unlike taxes, development impact
fees do not require voter approval and are commonly utilized by cities to address the
impacts of new developments on infrastructure like schools, parks, and transportation.
EXHIBIT 1
May 7, 2024
Page 6
City of Santa Ana – Quarterly Report
Third Quarter of FY 2023-24
JANUARY – MARCH 2024
Before issuing building permits, the City currently mandates the payment of various
development impact fees. However, affordable housing developers have the option to
request deferral of specific fees under California Government Code section 66007. Upon
approval by City Council, the City and property owner enter into a Development Impact
Fee Deferral Agreement, deferring applicable fees and placing a lien on the property to
secure payment. These deferred fees must be paid before the issuance of a certificate of
occupancy or final building inspection. As shown in Table 5, the City has entered into the
following outstanding Development Impact Fee Deferral Agreements awaiting payment
as of the reporting date:
Table 5: Development Impact Fee Deferral Agreements
Date of Agreement Developer Housing Development
Address
Estimated Total Fees
Due
December 2021 Shelter Providers of
Orange County
801, 807, 809 and 809
½ E. Santa Ana Blvd. $510,000
July 2022 Washington Santa Ana
Housing Partners
1126 &1146 E.
Washington Ave. $652,717
Rent Stabilization and Just Cause Eviction Ordinance
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. The
amended Ordinance also includes additional petitions for tenants and landlords, voluntary
mediation services, and other enhancements.
To ensure accessibility, the City has provided user-friendly information about the Rent
Stabilization Ordinance on its webpage, including the full text of the Ordinance and
Frequently Asked Questions in English, Spanish, and Vietnamese. Both tenants and
landlords are encouraged to sign up for updates.
Program Updates
The Ordinance ensures the enforcement of renter protections in Santa Ana by
establishing a Rental Housing Board. In Q3, the Rental Housing Board welcomed a new
member representing Ward 5, marking the second addition to the Rental Housing Board.
Applications remain open until seven board members are approved by the City Council.
EXHIBIT 1
May 7, 2024
Page 7
City of Santa Ana – Quarterly Report
Third Quarter of FY 2023-24
JANUARY – MARCH 2024
Throughout Q3, significant milestones were achieved in the Rent Stabilization Program.
The Rent Stabilization Division hired two Housing Programs Analysts to bolster program
operations and serve the community. Furthermore, collaboration with RSG, Inc. (RSG)
continues for the long-term implementation of the Ordinance, alongside efforts to recruit
additional staff and build a team to serve the community.
Under the Ordinance, landlords are required to register their rental units with the City’s
Rental Registry and pay rental registry fees, with the payment deadline set for February
29, 2024. Staff provided comprehensive support to landlords throughout the registration
process, offering assistance both in-person and over the phone. Property owners were
also given the opportunity to file property exemptions under Section 8-3147 of the
Ordinance, with staff processing 654 exemptions before March 30, 2024. Additionally,
staff reviewed and addressed 18 petitions received from tenants and landlords during this
quarter.
Staff conducted a series of virtual workshops to assist landlords with completing the
registration process in the Rental Registry. In Q3, staff conducted the last workshop of
the series by providing one informational workshop for property owners.
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
during Q3:
• Reviewed and revised the rental registry portal by improving features for ease of
use.
• 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 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
Dr., Suite 200, Santa Ana, CA 92701.
• Welcomed two new board members to serve on the Rental Housing Board,
bolstering its composition.
EXHIBIT 1
May 7, 2024
Page 8
City of Santa Ana – Quarterly Report
Third Quarter of FY 2023-24
JANUARY – MARCH 2024
Residents Served
Throughout this quarter, staff and RSG engaged with the public by fielding calls and
offering information and education to both renters and property owners regarding the
Ordinance. Table 6 presents a breakdown of the number of inquiries as follows:
Table 6: Resident Inquiries
Month # of Inquiries
January 2024 681
February 2024 541
March 2024 350
Total 1,572
Throughout this quarter, staff also disseminated updates and information to Santa Ana
residents. Staff utilized various channels including social media, newsletters, and email
distribution lists to inform the public about programmatic updates, reaching a total of
38,238 Santa Ana residents.
Affordable Funds and Land Assets for Affordable Housing
Development Projects
The City, along with the Housing Authority serving as the Housing Successor Agency,
manages multiple sources of local, state, and federal funds to develop affordable housing.
Exhibit 2 provides a summary of the funds available as of March 31, 2024.
Affordable Housing Opportunity and Creation Ordinance
On-Site Development
Since 2011, the Affordable Housing Opportunity and Creation Ordinance (Ordinance) has
facilitated the development of a total of 34 on-site units, consisting of 24 units available
for ownership and 10 units designated for rental purposes. During this quarter, one (1)
family successfully closed escrow on the purchase of an inclusionary unit at Park Place:
Table 7: Units Built On-Site
Ownership Rental Total
24 10 34
EXHIBIT 1
May 7, 2024
Page 9
City of Santa Ana – Quarterly Report
Third Quarter of FY 2023-24
JANUARY – MARCH 2024
In-Lieu Fees Generated
All in-lieu fees, penalties, and other funds collected under the Ordinance, along with
accrued interest, are deposited into the Inclusionary Housing Fund. Since its inception,
the Inclusionary Housing Fund has generated $29,277,446, to be used for the
development of housing affordable to low- and moderate-income households.
Additionally, a reasonable portion of these funds is allocated to cover administrative or
related expenses associated with the administration of the Ordinance. Table 8 shows the
in-lieu fees received per fiscal year since the Ordinance’s inception:
Table 8: In-Lieu Fees Received per Fiscal Year
FYs
2009-2018
FY
18/19
FY
19/20
FY
20/21
FY
21/22
FY
22/23
FY
23/24
$10,563,306 $7,236,945 $0 $3,709,875 $6,933,320 $0 *$834,000
* Number reported represents the total fees received and not the current fund balance.
The in-lieu fees generated have been used to create new affordable homeownership and
rental housing opportunities, as well as to establish emergency shelter facilities. Table 9
and Table 10 below provides a summary of how in-lieu fees have been used by the City,
separated between expenditures and commitments:
Table 9: Inclusionary Housing Fund Expenditures
Project or Program Inclusionary Housing
Funds Expended # of Units Address
Santa Ana Arts
Collective $4,775,000 57 1666 N. Main St.
La Placita Cinco $1,300,000 50 2239 W. 5th St.
The Link Interim
Emergency Shelter $7,893,866 N/A 2320 S Redhill Ave.
Archways Santa Ana
(formerly called
Westview House)
$1,514,113 84 2530 and 2534
Westminster Ave.
Habitat for Humanity
“Lacy & Vance” $565,271 2 826 N. Lacy St. & 830
N. Lacy St.
EXHIBIT 1
May 7, 2024
Page 10
City of Santa Ana – Quarterly Report
Third Quarter of FY 2023-24
JANUARY – MARCH 2024
WISEPlace Steps to
Independence Public
Service Program
$90,000 N/A N/A
Down Payment
Assistance Program $1,400,000 15 N/A
TOTAL $17,538,250 208
Table 10: Inclusionary Housing Fund Commitments
Project Inclusionary Housing
Funds Committed # of Units Address
Habitat for Humanity
“Washington Street” $2,200,000 6 1921 W. Washington
Ave.
Down Payment
Assistance Program $1,377,021 N/A N/A
TOTAL $3,577,021 6
Affordable Housing Development Projects
Currently, there are six (6) affordable housing projects under construction, and two (2)
affordable projects in pre-development. Below is a concise overview and status update
for each project. Exhibit 3 provides a development timeline for each project. The most
recent Request for Proposals (RFP) for Affordable Homeownership Opportunities was
issued on October 19, 2023. Initially, the review deadline was set for December 15, 2023,
but the deadline was extended to May 1, 2024 following City Council approval.
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) Project-Based Vouchers (PBVs) consisting of
34 HUD-VASH PBVs and 55 regular PBVs.
Update
During this quarter, construction activities included insulation, drywall, paint cabinets
completion and appliances and fixtures installation in Building C. Building A drywall
and insulation completed with cabinets, appliances, and fixtures started. Landscape
installation started. Electrical trim is underway in units. Flatwork is nearing
EXHIBIT 1
May 7, 2024
Page 11
City of Santa Ana – Quarterly Report
Third Quarter of FY 2023-24
JANUARY – MARCH 2024
completion. Stucco work and mural are completed. All plans are approved by City.
Completion is anticipated for April 2024 for Building C followed by Building A and
then Building B with Temporary Certificates of Occupancy (TCO) requested in
phases in April/May and COO by June/July 2024.
Archways Santa Ana (2530 Westminster Ave.) (Formerly called Westview House)
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
Southern California Edison’s (SCE) initial power design for the building contained
errors, requiring a redesign. This process lasted eight (8) weeks and delayed SCE's
ability to energize the building, consequently pushing the expected Temporary
Certificate of Occupancy (TCO) to July. The development team is actively
pressuring SCE to expedite the power provision process, as construction of both the
buildings and site will be completed by the end of April, pending power availability.
Although there is optimism regarding an earlier TCO, this will only be confirmed
once SCE initiates their work in the coming weeks. Despite the delays, lease-up and
marketing activities were initially halted but have since resumed.
Crossroads at Washington (1126, 1136 and 1146 E. Washington Ave.)
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 Ave. (Appraised Value as of September 22,
2019: $4,108,136) and fifteen (15) PBVs
Update
The interior work for the majority of units in both buildings has been finalized.
However, outstanding tasks remain, including exterior finishes, site work,
energizing, off-sites, and inspections. Delays have occurred due to issues with SCE.
The project is anticipated to receive TCOs by mid-June and Certificates of
Occupancy (COO) by the end of June. Property management is actively reaching
EXHIBIT 1
May 7, 2024
Page 12
City of Santa Ana – Quarterly Report
Third Quarter of FY 2023-24
JANUARY – MARCH 2024
out to applicants to arrange interviews and facilitate the tenant selection process.
Additionally, the Corporation for Supportive Housing and Orange County Housing
Authority staff are continuing with the referral and matching process for the
permanent supportive housing units.
Habitat for Humanity (826 N. Lacy & 830 N. Lacy St.)
Developer Habitat for Humanity
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 St. and 826 N. Lacy St. (Appraised Value as of Oct 25, 2018: $578,000)
Update
All inspections for the one-story Craftsman home (formerly located at 416 Vance
St., now 830 Lacy St.) have been successfully completed. The family purchased the
home and moved in on March 29, 2024. The installation of the street light post for
this project is scheduled for late July 2024. Delays have arisen due to SCE's
demand for concrete light posts impacting the supply chain. Habitat for Humanity
maintained volunteer engagement throughout Q2, with a total of 1,304 unique
volunteers contributing 24,000 hours since the project's inception.
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 secured construction loan financing and commenced construction in
March 2023. The foundation slab was poured on October 13, 2023. Currently,
Walton is engaged in various tasks including window installation, historical
preservation of windows, roof tile installation, sidewalk and curb paving on
Sycamore St., MEP rough installation completion, and initial lath and plaster work.
The project is 97% procured, with submittals in progress. Anticipated construction
completion is slated for November 2024.
EXHIBIT 1
May 7, 2024
Page 13
City of Santa Ana – Quarterly Report
Third Quarter of FY 2023-24
JANUARY – MARCH 2024
FX Residences (801, 807, 809, and 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)
Update
Collaborating with OCFA and the City’s Public Work Agency, the relocation of the
underground water pump was completed by the first week of January 2024. Window
installation took place in December. By the end of December, the developer
waterproofed the site to mitigate potential rain delays during the rainy season.
Plumbing and electrical work are currently underway, with rough inspections in
progress. Solar approvals and installations are slated to commence in April. Upon
completion of all MEP inspections, drywall installation will commence. Stucco work
is expected to begin in May. Project completion is estimated for August 2024.
Projects in Pre-Development
Habitat for Humanity (1921 W. Washington Ave.)
Developer Habitat for Humanity
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
A demolition permit was obtained, and demolition was successfully completed in
January 2024. Prior to demolition, volunteers contributed to a pre-demolition
cleanup effort. Habitat secured construction financing through NeighborWorks of
Orange County. Habitat is currently conducting New Home Buyer Orientations as
part of its initiative to engage with families and select six eligible families for the six
townhomes slated for construction. Additionally, Habitat has developed and is
implementing a strategy to ensure its outreach efforts attract qualified homebuyers
in accordance with the City’s local preference policy. Throughout Q3, Habitat has
maintained volunteer engagement. Since the project's inception, a total of 26 unique
volunteers have contributed a combined total of 208 hours.
EXHIBIT 1
May 7, 2024
Page 14
City of Santa Ana – Quarterly Report
Third Quarter of FY 2023-24
JANUARY – MARCH 2024
Richard Lehn Intergenerational Housing (918 N. Bewley St.) (Formerly called Bewley St.
Intergenerational Housing Project)
Developer Illumination Foundation
Description Rehabilitation of two (2) two-story residential buildings into 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 developer received comments from the Planning and Building Agency and is
working to respond. The developer is also working with the City on PBV approval
and the NEPA environmental review.
EXHIBIT 1
Available Funds for Affordable Housing Development Projects
As of March 31, 2024
Housing Successor Agency (Housing Authority)
$3,987,769 Cash on Hand
($165,695)Frances Xavier Residence Project Pre-Commitment Loan 1
($250,000)Administrative Costs Allowance 2
($3,251,805)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
$8,661,947 Cash on Hand
($1,377,021)Down Payment Assistance Program 6
($56,527)Lacy Street Project Grant 7
($151,411)Westview House Loan 8
($17,154)Westview House Project Cost
($2,200,000)1921 W. Washington Project Pre-Commitment 13
($1,635,411)Administrative Costs Allowance (CDA/PBA)
$3,224,423 Available Funds
HOME Program
$9,054,043 Funds to Drawdown
($300,749)Crossroads at Washington Loan 10
($200,371)Westview House Loan 8
$8,552,923 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
$49,190 Cash on Hand 11
($38,652)Westview House Loan 8
$10,538 Available Funds
CalHome Progam
$762,979 Cash on Hand 9
($762,979)Down Payment Assistance Program 6
$0 Available Funds
$11,792,574 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.
6 Additional $1,527,020.60 approved by Council on October 17, 2023.
7 Approved by City Council/Housing Authority on March 5, 2019. Additional $333,777 approved by City Council on April 6, 2021.
8 Approved by City Council on May 17, 2022.
9 Approved by City Council on October 17, 2023.
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 2
EXHIBIT 3
May 7, 2024
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
EXHIBIT 3
May 7, 2024
Page 2
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
Sept 23 Plan resubmittal/Plan Coordination
Oct 23 Roof/Drywall
Nov 23 Complete Flooring
Mar 24 Stucco
April 24 Interiors, fixtures, and appliances
April 24 Lease up
Mar 24 Scaffold finishes
Apr 24 Final Cleaning
Apr 24 Grading/Paving for parking lot and site work
Apr/May 24 Elevator
Apr- Jun 24 Construction Completion (by phase for TCO)
Jul 24 Full Occupancy
Archways Santa Ana – 2530 Westminster Ave (Formerly called
Westview House)
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
EXHIBIT 3
May 7, 2024
Page 3
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 and pre-rough complete in buildings A and 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
Jan 24 Initial Lease up Calls
Feb 24 SCE Redesign needed
Apr 24 Lease Up Continued
Apr 24 Buildings and Site Complete (except Power)
Jun 24 Building/Equipment testing with power
July 24 TCO received
Nov 24 All units leased
Apr 25 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
EXHIBIT 3
May 7, 2024
Page 4
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
Nov 23 Lease up Wait list open
Jan 24 Lease up Interviews
May 17 Scheduled permanent power on site
June 14 Temporary Certificate of Occupancy
June 30 Certificate of Occupancy
Sept 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
EXHIBIT 3
May 7, 2024
Page 5
Jan 23 Roof sheathing/frame and shear walls Inspection
Jan 23 Buildings dried
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
EXHIBIT 3
May 7, 2024
Page 6
Sep 23 Flatwork completed
Sep 23 Family Dedication Day Ceremony
Oct 23 Construction Completion
Nov 23 Police Final Inspection and sign off
Nov 23 Planning final inspection and sign off (826 Lacy)
Nov 23 Public Works final inspection and sign off (826 Lacy)
Nov 23 Building final inspection and sign off (826 Lacy)
Nov 23 Compliance final inspection and sign off (826 Lacy)
Dec 23 City approves homebuyer qualifications and closes escrow (826 Lacy)
Dec 23 Homeowners move in (826 Lacy)
Jan 24 Planning final inspection and sign off (830 Lacy)
Jan 24 Building final inspection and sign off (830 Lacy)
Jan 24 Compliance final inspection and sign off (830 Lacy)
Mar 24 City approves homebuyer qualifications and closes escrow (830 Lacy)
Mar 24 Homeowners moved in
Jul 24 Street Light Pole installed
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
EXHIBIT 3
May 7, 2024
Page 7
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
Dec 23 Framing 2nd Floor Complete
Jan 24 Framing Third to Fourth Floors Complete
Feb 24 Roof Tiebacks- Installation complete and structural observation done
Mar 24 Fire Sprinkler Permit Received HVAC inspection done
Apr 24 Roofing Framing Complete
Jun 24 Drywall Complete, Switchgear received
July 24 Dry In Complete, Lath & Plaster Complete
Aug 24 Interior Finishes Complete Permanent Power
Sept 24 Exterior Finishes Complete
Nov 24 Construction Complete
May 25 100% Full occupancy (6 months)
FX Residences – 801, 807, 809, and 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 five (5) units (17 total units, up
from the original 12 units)
Mar 19 SNHP funding application submitted to County
EXHIBIT 3
May 7, 2024
Page 8
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 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 and 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
Dec 23 Roofing
Jan 24 Plumbing
Jan 24 Fire Riser Moved
Jan 24 Connection to street complete
Feb 24 Street Lights install
Feb 24 Electrical & Mechanicals
Apr 24 MEP Inspection
Apr 24 Solar Rough
May 24 Drywall Texture
EXHIBIT 3
May 7, 2024
Page 9
May 24 Solar Panels
May 24 Scaffolding down
May 24 Water main and storm drain work to begin
May 24 Begin Stucco
May 24 Landscape start
Jun 24 Cabinetry Install
Jun 24 Electric Finish and Grade Finish
Jun 24 Solar finish, trim finish, and control boxes
Jun 24 Landscape finish
Jul 24 Flooring finish
Jul 24 Electric meter and appliance install
Jul 24 Final Paint Start
Jul 24 Final Paint Finish
Aug 24 Certificate of Occupancy
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 demon permit application
Jan 23 Demo Permit Issued
Feb 23 Submit site plan review application
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 Site Clean up
Jan 24 Demolition of existing structures
EXHIBIT 3
May 7, 2024
Page 10
Feb 24 Secured construction lending
Mar 24 Secured three lending partners for homebuyer loans
April 24 Planning Department approval
April 24 Submit grading / non-priority WQMP
April 24 Submit architectural plans at risk
May 24 Planning Commission approval
Jul 24 Building permit issued
Jul 24 Groundbreaking ceremony
Jul 24 Begin foundation construction
Sep 24 Framing day ceremony
Mar 25 Complete rough inspections
Mar 25 Construction Completion
Richard Lehn Intergenerational Housing – 918 N Bewley St. (Formerly
called Bewley St. Intergenerational Housing Project)
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)
Sep 23 Start environmental approval process (NEPA)
Sep 23 Sunshine Ordinance Community Meeting 1
Oct 23 Sunshine Ordinance Community Meeting 2
Oct 23 Planning Division approval to proceed with plan check
Oct 23 Received CalOptima HHIP funding ($3,000,000)
Jun 24 NEPA EA approval
Jun 24 HUD voucher approval
Jun 24 Building Division approval
Jul 24 City Council final approval
Jul 24 Pull construction permit
Jul 24 Start construction
Jul 24 Demolition
Sep 24 Rough framing complete
Nov 24 MEP complete
Jan 25 Construction complete
Jan 25 Commence Lease Up
EXHIBIT 3
May 7, 2024
Page 11
Mar 25 All units leased