HomeMy WebLinkAbout03 - QRTLY HSG DIV PROJS-ACTIVITIESREQUEST FOR H®IJS~NG
AuT~oR~TY AcT®n~
MEETING DATE:
RECORDING SECRETARY uSE ONLY:
NOVEMBER 15, 2010
TITLE
QUARTERLY REPORT FOR HOUSING
DIVISION PROJECTS AND
ACTIVITIES
APPROVED
^ As Recommended
^ As Amended
CONTIfVUED TO
EXECU VE DIRECTOR
RECOMMENDED ACTION
Receive and file.
COMMUNITY REDEVELOPMENT AND HOUSING COMMISSION RECOMMENDATION
At its Regular Meeting of October 19, 2010, by a vote of 4:0 (Plascencia absent), the Community
Redevelopment and Housing Commission recommended that the Housing Authority receive and
file the Quarterly Report for Housing Division Projects and Activities.
DISCUSSION
This status report for the quarter ending on September 30, 2010 provides statistics for the day-to-
day affordable housing activities of the City and the Community Redevelopment Agency. The
report is divided into three sections: Loan Activity, Laan Portfolio Management, and Development
Projects.
Loan Activity
Applications
The Housing Services Division offers several
different programs. The loans offered include
homebuyer down payment assistance and
rehabilitation loans for historic single family,
single family and mobile homes. Mobile home
loans are offered as forgivable grants, and are
Chart 1 Applications Sent
Mobile Home
Homebuyer
town payment
Assistance 32
~"~"~ ' Single Family
r ~, Rehab 12
,,~
Quarterly Report for Housing
Division Projects and Activities
November 15, 2010
Page 2
used to cover the cost of essential repairs. The Housing Division reviews applications to
determine which program best fits the needs of the applicants. Applications are mailed out and
received for these programs on a continuing basis. Chart 1 shows the number of applications sent
out by type during the first quarter of the fiscal year.
Loan Underwriting and Approval Pro__cess
In this process staff reviews applicant eligibility, verifies income and assets, oversees underwriting,
conducts an inspection of the unit, and prepares a work write up to determine rehabilitation work to
be performed. Due to the complex funding requirements, applicants may be in underwriting for
several months. The time frame is largely determined by the applicant's timely submittal of the
necessary paperwork. Once approved, staff prepares all necessary loan documents, makes
arrangements for execution, and reserves the required loan funds. One mobile home rehabilitation
loan and eight homebuyer assistance loans were approved during the first quarter of the fiscal
year.
Construction Process
During this phase, staff monitors the construction work, approves payments to contractors, and
tracks expenditures to ensure they do not exceed available funds. Multifamily projects often
involve additional issues such as compliance with prevailing wage requirements andlor Davis-
Bacon. As of September 30, 2010, including the multifamily units, there was a total of 50 units
underway.
Loan Portfolio Management
The Housing Division is responsible for ensuring the integrity of the residential loan portfolio. As of
the end of the first quarter, the principal balance was $74,410,778. This is comprised of 443 loans
of which 381 are deferred or residual receipt payment loans. The loan portfolio generated $78,919
in payments of principal and interest to date this quarter.
Development Projects
703 North Lacy
The City Council and Agency have approved loans to Orange Housing Development Corporation
(OHDC) and C&C Development for acquisition and rehabilitation of a 28-unit building at 703 North
Lacy. Rents are to be restricted to those affordable to extremely low- and very low-income
households. Rehabilitation on this project is currently underway. The developer is finalizing the first
floor units and completing landscaping on the property. The estimated completion date is the end
of October 2010.
Quarterly Report for Housing
Division Projects and Activities
November 15, 2010
Page 3
NSP ~ Program
The federal Neighborhood Stabilization Program {NSP) is intended to target and stabilize
communities hardest hit with foreclosures. To date, the City has received two NSP awards. The
first award {NSP 1) came through a noncompetitive process in the amount of $5,795,'155. Under
its terms, all grant funds must be obligated by September 5, 2010, and expended by March 25,
2013. In addition, NSP grantees must expend at least 25 percent of the funds on households who
are very low-income. However, the City has exceeded this requirement by obligating $2.45 million
or 42 percent of its grant to very low-income households. Currently, the City has expended $2.1
million or 32 percent of its funds dedicated to projects to serve very low-incame households. As of
the end of the first quarter, the City had obligated all of its NSP 1 funds prior to the September 5
deadline and had expended $5,761,1$0 or 99.4 percent.
NSP 1 implements the following four programs: Down Payment Assistance Program, Single-
Family Acquisition-Rehabilitation Program, HistoriclCondominium AcquisitionTRehabilitation
Program and a Multifamily Acquisition-Rehabilitation Program. ANR Industries, the intermediary
selected to implement homeownership programs including the Single-1=amity and HistoriclCondo,
is responsible for the acquisition, rehabilitation, and resale of the foreclosed units. These homes
will be sold to families with incomes up to 120 percent of the area median (AMI). As of the end of
the first quarter, ANR had used NSP 1 funds to acquire 33 single-family homes for rehabilitation
and resale to qualifying families. Of these, 21 had been sold, with twelve being purchased by low-
income families and nine by moderate-income families. Of the 12 remaining homes, three are
being rehabilitated, four are far sale, and five are in escrow. ANR has spent more than $3.2 million
in NSP 1 funds and has leveraged an additional $4.4 million in private funds to make these
affordable units available.
The partnership of OHDC and C&C Development was selected to implement the Multifamily
AcquisitionlRehabilitation Program. To date, the partnership has used $1.4 million in NSP 1 funds
to acquire a 14-unit multi-family property at 14'10 North Durant Street. The rehabilitation Es
complete and the property is currently being leased and has eight units occupied. The partnership
also used $655,000 in NSP 1 funds to acquire two vacant parcels at 605-611 East Washington
Avenue on which they will construct approximately 30 affordable rental units. They are beginning
the design process on this project. These units will be targeted to households at or below 50
percent of AMI.
Quarterly Report for Housing
Division Projects and Activities
November 15, 2010
Page 4
NSP 2 Program
The City's second award (NSP 2} for $10 million was received through a highly competitive
process in which only 15 local government agencies were successful. Most awards were made to
nonprofit consortiums. Under the terms of this award, there is no obligation deadline to meet;
however, half of the funds must be expended by February 11, 2012, and the remainder by
February 11, 2013. As of the end of the first quarter, the City had expended $948,878 or 9.5
percent of the funds.
NSP 2 implements three programs: Down Payment Assistance Program, Single-Family
Acquisition-Rehabilitation Program, and a Multifamily Acquisition-Rehabilitation Program. As of
the end of the first quarter, ANR homes had used NSP 2 funds to acquire five single-family homes.
Of these five homes, four are undergoing rehab and one is for sale. ANR has spent more than
$890,000 in NSP 2 funds and has leveraged an additional $828,750 in private funds to make
these affordable units available. A comprehensive and detailed quarterly report on the City's NSP
Programs {NSP 1 and NSP 2} is posted on the City's website at http:l/www.santa-
ana.orglcdalNSP.asp.
Scattered Sites RFP
On October 9, 2009 the Agency released a Request for Qualifications for the selection of qualified
developers for 13 Agency-owned parcels. On December 21, 2009 the Agency selected three
developers for the project. Habitat for Humanity of Orange County was selected as developer for
single family housing at sites identified as 719 & 812 North Concord Street; 1114 &-1121 South
Cypress Avenue; 1314 Eastwood Avenue; 4809 West Edinger Avenue; 4010 & 4018 West
McFadden Avenue; 4106 & 4110 West McFadden Avenue; 717 East Third; and 1029 McLean
Drive. Staff is working with Habitat for Humanity to finalize the Disposition and Development
Agreement {DDA}.
Also approved was OHDC and C&C Development as the developer for multi-family housing at
sites identified as 217, 219 & 435, 437 South Birch Street; 2034 & 2038 North Bush Street; and
North Spurgeon & East 22"d Street. They have submitted plans for the Birch Street and Bush
Street properties. Their DDA was approved on September 7 for all sites except North Spurgeon,
which is still being negotiated.
Finally, the Agency selected Hope Builders, a Division of Taller San Jose, as developer for two
single family homes on a site identified as 542 East Central Avenue. This site will afford Hope
Builders further training in the construction of single family dwellings and assist in its mission of
providing high quality construction jobs for local Santa Ana residents who are graduates of Taller
San Jose. Staff continues working with Hope Builders on their DDA.
Quarterly Report for Housing
Division Projects and Activities
November 15, 2010
Page 5
Station District
On June 7, 2010, after an extensive public outreach process which garnered a great deal of input
on community needs and issues, the City Council/Redevelopment Agency approved several
monumental actions to facilitate the development of an affordable housing project, located in the
94-acre Station District, that will enhance the Lacy neighborhood and support the transit vision for
the area. The project is situated along a corridor that is a key connection from the I-5 freeway into
the Downtown and will also serve as a major transportation link for the planned Go Local f=ixed
Guideway System. Related CalifornialGriffin Realty Corporation, the master developer selected
last year after awide-reaching Request for Proposals process, helped spearhead the outreach
efforts with support from the City.
The project calls for the construction of approximately 112 rental units and 32 for safe units on a
total of approximately 6 acres of land. The City is also looking to provide a community center and
park/open space in conjunction with the developer project. Of the 112 rental units, all but two
(manager units) will be available to persons at or below 50% of the adjusted median income (AMI);
and of those, 20% of the units will be offered to residents at 30% AMI. This amount of affordability
exceeds that required by State law, as well as the requirements imposed for state tax credit
financing. The term of affordability will be for 55 years. Additionally, six of the for-sale units will be
offered at 120% AMI. The estimated market price fora 3 bedroom home in the Lacy
Neighborhood today is approximately $290,000. The 26 market rate homes will be sold between
$250,000 and $300,000. The affordable homebuyers {120% AMI) will be provided a $30,000
silent second loan, thus reducing the sales price to the range of $220,000 and $270,000.
The first component of the developer project would be 74 podium apartment units to be rented to
extremely-low and very-low income households. The 74 unit project was submitted for State tax
credit financing in July 2010; however, the application had to be rescinded due to a lawsuit being
filed on the Environmental Impact Report for the project and larger Transit Zoning Code area. It is
hoped that the developer will be able to resubmit for tax credits in March 2011. If successful in
securing the credits, construction will commence in October 2011 and take approximately 18
months to complete. The for-sale project is slated to commence construction in mid-2011 and be
completed within 18 months.
Quarterly Report for Housing
Division Projects and Activities
November 15, 2010
Page 0
FISCAL IMPACT
There is no fiscal impact associated with this action.
~ ~ ~
Shealy L ° dry-Bayl
Housing Manager
Community Development Agency
CJ NISLBIMA/sr