HomeMy WebLinkAbout19C - RECIEVE AND FILE QRTLY REPORTREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
OCTOBER 6, 2020
CLERK OF COUNCIL USE ONLY:
TITLE:
APPROVED
❑ As Recommended
RECEIVE AND FILE QUARTERLY REPORT
ElAmended
❑ OOrrdinance on 1 s' Reading
FOR HOUSING DIVISION PROJECTS AND
❑ Ordinance on 2od Reading
ACTIVITIES APRIL 2020 — JUNE 2020
❑ Implementing Resolution
❑ Set Public Hearing For_
CONTINUED TO
/s/ Kristine Ridge FILE NUMBER
CITY MANAGER
RECOMMENDED ACTION
Receive and file the Quarterly Report for Housing Division Projects and Activities for the period of
April 2020 - June 2020.
COMMUNITY REDEVELOPMENT AND HOUSING COMMISSION ACTION
All Community Redevelopment and Housing Commission meetings from April to June 2020 were
canceled due to the COVID-19 local emergency.
DISCUSSION
This report for the quarter ending June 30, 2020 provides statistics for all of the affordable housing
projects and activities for the Housing Division. The report is divided into four sections: Loan
Activity, Loan Portfolio Management and Monitoring, Affordable Housing Funds and Commitments,
and Development Projects.
Loan Activity
Applications
The Housing Division offers several different programs, including down payment assistance for
first-time homebuyers and rehabilitation loans for mobile homes, single-family, multi -family, and
historic 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
received and applications sent out, received, and approved, by type, for the quarter and for the
total fiscal year.
19C-1
Quarterly Report for Housing Division
October 6, 2020
Page 2
Table 1: Applications Sent Out, Received & Approved
Inquiries
Applications
Applications
Applications
Program
Sent Out
Received
Approved
Q4
Total FY
Q4
Total FY
Q4
otl
Total
Q4
Total FY
FY
Single -Family
g
37
9
34
2
9
0
4
Rehabilitation
Mobile Home
3
15
3
5
2
7
0
2
Rehabilitation
Multi -Family
0
1
0
0
0
0
0
0
Rehabilitation
Historic Home
0
1
0
0
0
0
0
0
Restoration
Homeownership/ DPAP
8
211
8
173
4
17
1
7
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. Due to the Coronavirus (COVID-
19), application processing for the Down Payment Assistance Program, Single -Family and Mobile
Home Rehabilitation Program were put on hold during most of the fourth quarter. There are
currently nine applications for the Single -Family Rehabilitation Program and four applications for
the Mobile Home Rehabilitation Program.
Rehabilitation Loan Underwritinq and Approval Progress
During this quarter, one (1) mobile home rehabilitation loan was funded.
Rehabilitation Program Construction Progress
During this phase, homeowners receiving rehabilitation loans are guided through an open selection
of contractors to complete the work on their homes. Each homeowner is given a list of contractors
that have been screened by staff for license and insurance requirements. However, homeowners
are allowed to select any contractor that meets these same requirements. Staff assists the
homeowners with the evaluation of bids and selection of a contractor. Staff also monitors the
construction work, approves payments to contractors, and tracks expenditures to ensure
compliance with the loan agreement and program guidelines. During this quarter, no rehabilitations
of single-family homes or mobile homes were completed.
Down Payment Assistance Loan Program (DPAP) Progress
In the Down Payment Assistance Loan Program, staff evaluates applicant eligibility and oversees
underwriting, to ensure compliance with program guidelines and requirements established by the
U.S. Department of Housing and Urban Development (HUD). During this quarter, staff conducted
two (2) down payment assistance virtual workshops via Zoom. Two (2) down payment assistance
loans closed escrow. One (1) was approved in March and closed in April and the second loan was
approved and closed in June.
19C-2
Quarterly Report for Housing Division
October 6, 2020
Page 3
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 fourth quarter, the principal balance was $136,890,052. This is
comprised of 371 loans, of which 347 are deferred or residual receipt payment loans. As shown in
Table 2, the loan portfolio generated $178,271 in payments of principal and interest during the
second quarter. The amount of residual receipts payments changes every quarter.
Table 2: Portfolio Revenue
Funding Source
HOME
CDBG
Rede netlopme
NSP
CalHOME
Loan Payoffs
$73,393
$0
$0
$10,419
$67,890
Residual Receipts
$0
$0
$0
$0
$0
Payments
Amortized Loan Payments
$2,906
$6,989
$16,674
$0
$0
Total For Q3
$76,299
$6,989
$16,674
$10,419
$67,890
Monitoring
As part of the requirements for these funds, 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, 37 owner -occupancy recertification
letters were mailed and 36 were returned and processed. This number includes letters sent from
previous months.
On -site compliance monitoring of the tenant files was not conducted this quarter due to COVI D-19.
The U.S. Department of Housing and Urban Development (HUD) has temporarily waived the
requirement for ongoing periodic inspections of HOME -assisted rental housing through December
31, 2020.
Prior to all inspections being put on -hold due to COVID-19, staff conducted building code
compliance inspections for 113 units on seven (7) properties which represents a sampling of 36%
of the total units in the properties. Regulations require that only a sample of units be selected for
inspection. Staff also inspects the grounds and common areas such as laundry rooms to ensure
they also meet municipal code requirements. The grounds, common areas, and all of the inspected
units were found to be in compliance at the time of initial inspection.
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 (Exhibit 1) to promote and facilitate the
development of affordable housing as well as land assets (Exhibit 2) held by the Housing Authority.
19C-3
Quarterly Report for Housing Division
October 6, 2020
Page 4
Housing Opportunity Ordinance
On -Site Development
Since 2011, a total of 33 units have been developed on -site as a result of the Ordinance, including
23 ownership units for -sale and 10 rental units:
Units Built On -Site
Ownership
Rental
TOTAL
23
10
33
In -Lieu Fees Generated
All in -lieu fees, penalties and other monies collected pursuant to the Housing Opportunity
Ordinance, including interest, are deposited into the Inclusionary Housing Fund. Since inception,
the Inclusionary Housing Fund has generated $17,872,871 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 Housing Opportunity
Ordinance. These fees were generated from a total of 12 projects that opted to pay the in -lieu fee
instead of building units on -site. If those 12 projects had instead built the inclusionary housing units
on -site, a total of 409 affordable housing units would have been created.
In -lieu fees generated have been used to develop new affordable housing opportunities, provide
emergency shelter, and create homeownership opportunities. Below is a summary of how in -lieu
fees have been used by the City:
Project
Inclusionary Housing
# of Units
Address
Funds Spent
Santa Ana Arts Collective
$ 4,775,000.00
57
1666 N. Main Street
La Placita Cinco
$ 1,300,000.00
50
2239 West 5th Street
The Link Interim Emergency
$ 3,152,940.00
N/A
2320 S Redhill
Shelter
Avenue
TOTAL
$ 9,227,940.00
107
19C-4
Quarterly Report for Housing Division
October 6, 2020
Page 5
Project
Inclusionary Housing
# of Units
Address
Funds Committed
Legacy Square
$ 3,170,547.00
92
609 North Spurgeon
Street
Habitat for Humanity "Lacy &
$ 231,494.00
2
416 Vance Street &
Vance"
826 N. Lacy Street
Westview House
$ 1,514,113.00
84
2530 and 2534
Westminster Avenue
WISE Place Steps to
Independence Public Service
$ 90,000.00
N/A
N/A
Program
Down Payment Assistance
$ 280,000.00
N/A
N/A
TOTAL
$ 5,286,154.00
178
Request for Proposals — RFP #19-063 for Affordable Housing Development
The City of Santa Ana and the Housing Authority of the City of Santa Ana issued a new Request
for Proposals (RFP # 19-063) on July 8, 2019 for the development of affordable housing in the City.
Following the issuance of this RFP, and a deliberative selection and review process, on February
19, 2020 the Community Redevelopment and Housing Commission recommended that the City
Council authorize the City Manager to execute a pre -commitment letter with Community
Development Partners and Mercy House Community Housing Development Organization for
$3,904,341 in affordable housing funds. These funds consist of $1,514,113 in Inclusionary
Housing funds, $2,003,705 in HOME Investment Partnerships Program funds and $386,523 in
Rental Rehabilitation Program funds for the development of the Westview House affordable
housing project located at 2530 and 2534 Westminster Avenue, Santa Ana, CA 92701, (APNs 198-
132-21 and 198-132-23). City Council authorized and approved the preliminary award of funds on
April 7, 2020.
Affordable Housing Development Projects
There are three (3) affordable housing developments under construction and six (6) affordable
housing projects in pre -development. An existing affordable housing development (Cornerstone
Apartments) is also being rehabilitated. Below are brief summaries for a recently completed project,
nine (9) projects under construction or in pre -development and the project under rehabilitation.
Additionally, a development timeline for the larger development projects exists (Exhibit 3).
Projects Completed
Santa Ana Arts Collective (1666 N. Main Street)
Developer
Meta Housing Corporation
Acquisition, adaptive reuse, and new construction project composed of 57
Description
affordable rental units designated for professional artists of all disciplines,
and 1 manager's unit. Permanent supportive housing for 15 units will be
funded by MHSA/SNHP funds from the County of Orange.
19C-5
Quarterly Report for Housing Division
October 6, 2020
Page 6
Inclusionary Housing ($4,775,000), HOME Investment Partnership
City Funds
Program (HOME) ($2,627,631), Community Development Block Grant
CDBG $500,000
The project received its certificate of occupancy on June 24, 2020. As of
Update
June 30, 2020 there are 16 units occupied and the building is anticipated to
be fully leased by the end of September 2020.
Projects under Construction
Heroes Landing - formerly Santa Ana Veterans Village (3312 W. First Street)
Developer
Jamboree Housing Corporation
New construction of an affordable multifamily apartment complex consisting
Description
of 75 units of permanent supportive housing with wrap -around supportive
services for HUD -Veterans Affairs Supportive Housing (VASH) eligible
homeless veterans and 1 manager's unit.
City Funds
Seventy-five (75) HUD-VASH Project -Based Vouchers, HOME-CHDO
$477,345.90
Update
Construction is complete and the project is fully leased.
Aqua Housing (317 E. 17t" Street)
Developer
Community Development Partners with Mercy House as the service
provider
Acquisition, demolition, and new construction of a former motel yielding 56
units of affordable permanent supportive housing with wrap -around
Description
supportive services for chronically homeless individuals and 1 manager's
unit. 28 of the 56 units will be funded by MHSA/SNHP funds from the
County of Orange.
City Funds
Fifty-six (56) Project -Based Vouchers (PBVs)
Construction is now approximately 66% complete with completion
targeted by end of December 2020. Framing is complete and roofs have
been installed. The rear residential building (segment C) is nearing
Update
completion. Steel work is in process for the connection bridges and rough
plumbing, electrical, air, drywall are going in on Segments A & B . Safety
measures are in place at the job site with PPE and social distancing being
enforced for all workers.
19C-6
Quarterly Report for Housing Division
October 6, 2020
Page 7
La Placita Cinco — formerly Tiny Tim Plaza (2239 West 5th Street)
Developer
Community Development Partners
New construction of an affordable multifamily apartment complex consisting
Description
of 50 units of rental housing serving very -low and extremely -low income
families, and 1 manager's unit.
City Funds
Inclusionary Housing ($1,300,000), Housing Successor Agency
$4,700,000
The project is currently under construction, at 65% complete. The retail
renovations are also under construction. Marketing and lease -up have
Update
begun, with the City's approval of Santa Ana preference notations. A new
name has been selected: La Placita Cinco, in consultation with the Artesia
Pilar Neighborhood Association. The project anticipates completion and
occu ancy at the end of 2020.
Projects in Pre -Development
Crossroads at Washin ton (1126 and 1146 E. Washington Avenue)
Developer
Related Companies of California with A Community of Friends (ACOF) as
the service provider
New construction of a 100% affordable multifamily apartment complex
Description
consisting of 85 units of rental housing and 1 manager's unit. All units will
be affordable to households earning less than 30 /o AMI of which 43 units
will be set -aside for permanent supportive housing.
HOME Investment Partnerships Program ($3,007,489), Neighborhood
City Funds
Stabilization Program ($963,951), sixty-five (65) year ground lease
agreement for 1126 and 1146 E. Washington Avenue (Appraised Value as
of September 22, 2019: $4,108,136
The Project received its entitlements on February 24, 2020. The Project
received a formal commitment for 43 Project Based Vouchers from the
Orange County Housing Authority on March 5, 2020. In February, the City
and County approved the 65 year Ground Lease, Option Agreement for the
Ground Lease, Joint Powers Agreement and Quitclaims associated with the
JPA. The documents were approved by City Council on February 18, 2020.
The Option Agreement was executed shortly afterwards. Following these
approvals, the developer submitted a 9% Tax Credit application for the
Update
TCAC 9% Application 1 st Round on March 9 but did not receive an award.
Developer submitted an FCAA 9% Tax Credit application in July 2020
(Round 2). Funding awards for Round 2 will be announced at the
September 30, 2020 CTCAC Committee Meeting. The Project is pursuing
additional environmental assessments based on the conditions of the sites
(City and County parcels) identified in the Phase I Environmental Site
Assessment and the Phase II Environmental Site Assessment. Additional
assessment is required to determine the extent of contamination and scope
of future remediation activities.
19C-7
Quarterly Report for Housing Division
October 6, 2020
Page 8
FX Residences (801, 809, 809 % East Santa Ana Boulevard)
Developer
HomeAid Orange County, Inc. with Mercy House as the service provider
New construction of an affordable multi -family apartment complex
Description
consisting of 16 units of permanent supportive housing, and 1 manager's
unit.
Housing Successor Agency ($1,069,947), three (3) HUD-VASH PBVs, 99-
City Funds
year ground lease agreement for 801 E. Santa Ana Blvd. (Appraised Value
as of Oct 25, 2018: $788,000
The developer and Public Works staff are working to resolve design issues
prior to resubmittal of the package. HomeAid Orange County is in ongoing
Update
communication with state HCD and CAL HFA. Both entities will coordinate
the disbursement of capital funds to be used for the permanent financing of
the project. In May 2020, HomeAid Orange County was awarded $1.1 M
from the Orange County Housing Finance Trust for additional gap funding.
Habitat for Humanity (416 Vance Street & 826 N. Lacy Street)
Developer
Habitat for Humanity of Orange County
Description
New construction of two single-family detached homes for homeownership
serving households up to 120% AMI.
Inclusionary Housing ($231,494) and 99-year ground lease agreement for
City Funds
416 Vance Street and 826 N. Lacy Street (Appraised Value as of Oct 25,
2018: $578,000
The developer submitted architectural drawings to Jeff Dickman of the
Historic French Park Committee. They are currently under review by the
committee. The developer is currently finalizing the grading/engineering
plans and preparing for submittal. They are also working with SCE to
Update
abandon an easement that currently exists between the two parcels. After
they have substantial approval from the French Park Committee on the
architecture, the developer will enter the structural design phase and
complete the construction drawings for submittal. The Project and City are
working completion of the Ground Lease Agreement and Inclusionary Grant
Documents.
Leqacv Square (609 North Spurqeon Street)
Developer
National Community Renaissance with Mercy House as the service
provider
New construction of a 100% affordable multifamily apartment complex
Description
p
consisting of 92 units of rental housing and 1 manager's unit. All units will
be affordable to households earning less than 60% AMI of which 33 units
will be set -aside for permanent supportive housing.
City Funds
Inclusionary Housing ($3,170,547) and eight (8) HUD-VASH PBVs
19C-8
Quarterly Report for Housing Division
October 6, 2020
Page 9
The developer was awarded $25,431,865 in Affordable Housing and
Sustainable Communities (AHSC) funding in June. The developer applied
Update for 4% tax credits and tax exempt bonds in June. The developer was
awarded a total of $6,013,134 for 16 No Place Like Home (NPLH) units -
$3,135,262 for capital and $2,887,872 for the capitalized operating subsidy
reserve.
North Harbor Villaae (1108 N. Harbor)
Developer
Jamboree Housing Corporation
New construction of a 100% affordable multifamily apartment complex
Description
consisting of 89 permanent supportive housing studio units for homeless
veterans.
City Funds
Eight -nine (89) HUD-VASH PBVs and CDBG ($1,687,047)
Multifamily Housing Program (MHP) funding awards were announced in
late December and the developer did not receive an MHP grant due to
extraordinary competition across the state. The developer submitted an
application to the Veterans Housing and Homelessness Prevention (VHHP)
Program on February 13, 2020. The developer also resubmitted an MHP
application on March 3, 2020 for the second round as an alternative
financing strategy. This award was highly competitive and the developer did
not receive MHP financing. Additionally, the developer applied on March
25, 2020 to the Orange County Housing Finance Trust fund for additional
Update
financing. On May 13, 2020, the developer received financing commitment
for $2,292,920 from OCHFT. On June 10, 2020, the developer received a
financing commitment for $10,000,000 from VHHP. On June 11, 2020, the
developer applied for tax exempt bond financing through CDLAC totaling
$24,000,000. This tax exempt bond financing will be used for the
construction loan. On July 1, 2020, the developer applied for 4%
competitive state and federal tax credits. Awards for these financing
sources should be announced in July and September respectively. If
awarded tax credits, construction would then likely begin early to late Q1
2021.
Westview House (2530 Westminster Avenue)
Developer
Community Development Partners
New construction of an affordable multifamily apartment development
Description
consisting of 85 units of both large family and permanent supportive
housing with 1 manager's unit. Twenty-six of the units will be funded by
MHSA funds and the NPLH program.
City Funds
Inclusionary Housing ($1,514,113), HOME Investment Partnerships
Program $2,003,705 and Rental Rehabilitation Program $386,523
19C-9
Quarterly Report for Housing Division
October 6, 2020
Page 10
The developer applied for the OC 2020 Supportive Housing NOFA on May
27th for both PBVs and MHSA funds and are awaiting a final response from
Update the County of Orange. The developer submitted for project entitlements to
the City of Santa Ana on June 16, 2020 and has a Sunshine Ordinance
meeting scheduled for July 20, 2020.
Existing Projects under Rehabilitation
Cornerstone Apartments (805, 810, 815, 816, 825, 835 and 904 S. Minnie Street)
Developer
Jamboree Housing
Description
Rehabilitation of a 126-unit affordable housing project originally built in
1961.
City Funds
HOME Investment Partnerships Program ($5,128,152) and Housing
Successor Agency $2,054,327 in existing affordable housing loans
Ten (10) existing HOME Program loans and thirty-three (33) existing
Housing Successor Agency loans were consolidated into two (2) Amended
and Restated Loan Agreements in order to enable the project to re -
syndicate and resubordinate existing affordable housing loans to a new
senior loan. Construction work started in October 2019 and is currently 59
percent complete. Exterior work is continuing as planned. Due to the
Update
circumstances of COVID19 and the shelter in place order, interior work
construction was temporarily halted in March. Jamboree Housing resumed
interior work on June 29, 2020. Assuming there are no further delays,
Jamboree Housing anticipates construction completion by the end of
October 2020. The project will then transition into stabilization and the
permanent loan conversion. The project anticipates converting to the
permanent loan by February 1, 2021.
FISCAL IMPACT
There is no fiscal impact associated with this action.
Submitted By: Steven A. Mendoza, Executive Director - Community Development Agency
Exhibits: 1. Available Funds for Affordable Housing Development Projects
2. Available Land Assets for Affordable Housing Development
3. Project Timelines
19C-10
Exhibit 1
Available Funds for Affordable Housing Development Projects
As of May 31, 2020
Housing Successor Agency (Housing Authority)
$3,677,038 Cash on Hand
($24,306) First Street Apartments Project Costs
($1,069,947) Frances Xavier Residence Project Pre -Commitment Loan 1
($250,000) Administrative Costs Allowance 2
($2,332,784) Administrative Costs Allowance for Future Fiscal Years'
$0 Available Funds
Inclusionary Housing Funds
$7,266,508 Cash on Hand
($28,239) Santa Ana Arts Collective Project Costs 4
($250,000) Down Payment Assistance Program'
($3,170,547) Legacy Square Project Pre -Commitment Loan
($231,494) Lacy Street Project Pre -Commitment Loan
($56,914) Tiny Tim Plaza Project Costs 8
($1,514,113) Westview House Pre -Commitment Loan 9
($90,000) WISEPlace Steps to Independence Program Agreement 10
($175,844) Administrative Costs Allowance (CDA/PBA)
$1,749,357 Available Funds
HOME Program
$5,294,652 Funds to Drawdown
($3,007,489) Crossroads at Washington Pre -Commitment Loan 11
($2,003,705) Westview House Pre -Commitment Loan 9
$283,458 Available Funds to Drawdown
CDBG Program (Acquisition/Rehabilitation Projects Only)
$619,587 Funds to Drawdown
($1,687,047) North Harbor Village Project Pre -Commitment Loan 12
$0 Available Funds to Drawdown
NSP Program (Abandoned, Foreclosed or Vacant Properties Only)
$1,338,021 Funds to Drawdown
($963,951) Crossroads at Washington Pre -Commitment Loan n
($96,395) Crossroads at Washington Project Costs
($277,675) Transfer to CDBG in FY 20/21
$0 Available Funds to Drawdown
Rental Rehabilitation Grant Program
$389,685 Cash on Hand 13
($386,523) Westview House Pre -Commitment Loan 9
$3,162 Available Funds
$2,035,977 Total Available Funds
Approved by Housing Authority on January 15, 2019.
x The Housing Successor Agency relies on available casbtofundthe monitoring and compliance functions related to the former Redevelopment Agency's housing loans.
x Funds to be set aside for compliance and monitoring requirementstlueto uncertainty of future repayment revenues.
Pro ect costs only; $4 Mid In loans appmvetl by Clty Council paid on J my 26, 2017.
$400000 onginallyappmvetl by Clty Council on Mach 6, 2018. Fourloans paidthrough end of May2020.
a Approved by City Council/Housing Aulhohtyon January 15, 2019.
r Approved by City Council/Housing Aulhohtyon March 5, 2019.
a Project costs only;$60M In loans appmvetl by City Council/Housing Autllotlty and paid on May 2,2019.
a Approved by City Council on April T, 2020.
r0 Appmvetl by City Council on Apnl 7,2020.
11 Appmvetl by City Council on July 2,2019.
rx Appmvetl by City Council/Housing Authobty on March. 5, 2019.
" Old program income available after close out of program with HUD.
19C-11
AVAILABLE LAND ASSETS FOR AFFORDABLE HOUSING DEVELOPMENT
(1) 302 E. Twenty -Second Street
a. APN:003-122-25
b. Lot Size: 27,817sf
c. Current Zoning: R1 Single -Family Residence, which allows one house per lot.
d. Parcel was acquired 10/30/2002 using Low and Moderate Income Housing Asset
Fund - 20% Set Aside.
e. Previous Use: Purchased from Cal Trans. It was a remnant parcel from the freeway
widening project. The site was vacant and undeveloped at the time it was acquired.
f. General Plan: Low Density Residential, which allows single-family residences and
ancillary uses.
g. Maximum du/ac: Seven units per acre.
h. Site Condition / Environmental Conditions: Property is irregular in shape, is below
the minimum lot size for a residential lot, and will most likely require the approval of
several variances from the zoning code in order to facilitate a residential unit.
19C-12
1WNIM11:311111111c]
Current Affordable Housing Development Project Timelines
Projects Completed
Santa Ana Arts Collective — 1666 N. Main St
Jun 15
RFP Issued
Nov 15
Approved HOME / CDGB Funds
Mar 16
Submitted application for AHSC (Cap & Trade Funds)
Sept 16
Awarded AHSC (Cap & Trade Funds)
Nov 16
9% Low -Income Housing Tax Credits Awarded
Dec 16
Relocation Plan Approved
Jul 17
Final loan approved / close of escrow
Jul 17
Planning Entitlements approved
Jul 17
Building permits pulled / construction intitiated
Jun 20
Construction completion
Projects Under Construction
Heroes Landing — 3312 W First St
Dec 16 RFP issued for PBVs
Apr 17 Approved HUD VASH PBVs
Jun 17 Awarded HOM CHDO Funds
Jun 17 Planning Entitlements Approved
Jan 18 Awarded County Special Needs Housing Funds
Feb 18 Submittal of 9% Low -Income Housing Tax Credit Application
Jun 18 Award of 9% Low -Income Housing Tax Credits
Dec 18 Close of escrow
Feb 19 Construction initiated
Mar 20 Construction completion
Aqua Housing — 317 E. 17t" Street
Dec 16 RFP Issued for PBVs
Apr 17 Approved PBVs
Jun 17 Planning entitlements approved
Jun 17 Approved additional PBVs
Jan 18 Awarded County Special Needs Housing Funds
Jan 18 Submitted application for HCD Infill Infrastructure Funds
Jun 18 Award of HCD Infill Infrastructure Funds
Aug 18 Submittal of 4% Low -Income Housing Tax Credit Application
Page 1 of 5
19C-13
1*0111:31111101
Oct 18
Allocation of 4% Low -Income Housing Tax Credits
Apr 19
Close of escrow
Jun 19
Construction initiated
Dec 20
Anticipated construction completion
La Placita Cinco — 2223 W. 5th Street
Dec 16 Developer submitted request for funds to CDA
Jun 17 Awarded City and Housing Successor Agency Funds
Jan 18 Planning entitlements approved
Jul 18 Submittal of 9% Low -Income Housing Tax Credit Application
Oct 18 Award of 9% Low -Income Housing Tax Credits
May 19 Anticipated close of escrow
Jun 19 Construction initiated
Oct 20 Anticipated construction completion
Projects in Pre -Development
The Crossroads at Washington — 1126 and 1146 E. Washington Avenue
Aug 19 Submitted PSH application to County
Oct 19 Submitted for Planning entitlements
Oct 19 Community meeting
Nov 19 Approval of Joint Powers Agreement, Option to Ground Lease, Voucher
Resolution and Cooperation Agreement, and Regional Housing Needs
Assessment (RHNA) Agreement and Density Bonus
Dec 19 NEPA EA City Approval — City of Santa Ana submits NEPA EA to HUD
Feb 20 PSH Funds and Voucher approval from County Board of Supervisors
Feb 20 Planning entitlements approved
Mar 20 TCAC 9% Application — 1st Round 2020
May 20 Assuming a 1st Round 2020 TCAC 9% Award Allocation, start design
development drawings
Jun 20 TCAC 9% award allocation
Jul 20 Submit for 1 st plan check
Dec 20 City issues permit ready letter
Dec 20 Construction loan closing
Dec 20 Start of construction
Feb 22 Construction complete
Jul 22 Full occupancy
Page 2 of 5
19C-14
IWOMM11:31111101
North Harbor Village — 1108 N. Harbor
Mar 19 Start of design development
Mar 19 Applied to FHLBSF for AHP Financing ($890,000)
Mar 19 Award of VASH Vouchers & City Loan by City Council (89 Vouchers and
$1,687,047)
Mar 19 Start environmental approval process with City of Santa Ana (CEQA/NEPA)
Mar 19 Applied for Home Depot Grant ($500,000)
Jun 19 CEQA / NEPA Approval — City of Santa Ana
Jun 19 AHP Award Date ($890,000)
Aug 20 Applied to HCD for MHP 1st Round Funding ($13,316,412)
Dec 19 Notified project did not receive 1st Round MHP funding
Feb 20 Applied to HCD for VHHP Funding ($10,000,000)
Mar 20 Applied to HCD for MHP 2nd round funding
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)
Jul 20 CDLAC Allocation
Sep 20 Ministerial Design Approval
Sep 20 TCAC Allocation
Oct 20 Start construction documents for rehab
Oct 20 Submit first plan check
Dec 20 Receipt of first plan check comments
Dec 20 Submit second plan check
Jan 21 Receipt of second plan check comments
Jan 21 Submit third plan check
Feb 21 Receipt of permit ready
Mar 21 Construction loan closing
Mar 21 Start of construction
Jan 22 Construction complete
Jan 22 Start of lease up
May 22 Full occupancy
FX Residences — 801, 809, 809'/2 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
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Mar 19 Revise conceptual drawings for additional 5 units (17 total units, up from the
original 12 units)
Mar 19 SNHP funding application submitted to County
Apr 19 City staff to review revised conceptual design
Apr 19 Begin development agreement
May 19 Board of Supervisors meeting for SNHP funding
Jul 19 Execute Development Agreement
Jul 19 Formal awards letters for NPLH funding to be issued
Aug 19 Initial planning submittal
Sept 19 Sunshine Ordinance Meeting
Nov 20 Planning Commission Meeting (ministerial approval of density bonus)
Dec 20 City Council Meeting (ministerial approval of density bonus)
Jan 21 Begin construction docs
Feb 21 Approval of grading plans
Mar 21 Begin construction (grading, weather permitting
Mar 22 Completion of construction
Habitat for Humanity — 416 Vance Street & 826 N. Lacy Street
May 20
DDA signed
June 20
Prepare grading plans
Aug 20
Submit grading/improvements
Jan 20
Prepare architectural plans
Sept 20
Submit architectural plans
Oct 20
Grading permit issued
Nov 20
Commence Grading
Dec 20
Building Permits issued
Jan 21
Begin construction
Dec 21
Anticipated construction completion
Jan 22
Certificate of Occupancy / Closings
Legacy Square — 609 North Spurgeon Street
Aug 18
Santa Ana CDA Funding Application
Dec 18
Applied for NPLH and SNHP Funds
Jan 19
Santa Ana funding award
Feb 19
Planning entitlements approved
Feb 19
Applied for Round 4 AHSC Funding
May 19
Award of SNHP funds
Jul 19
Applied for Round 1 MHP
Nov 19
Applied for State 4% tax credits
Jan 20
Construction drawings (8-12 weeks)
Feb 20
Apply for Round 5 AHSC funding
May 20
Apply for 4% tax credits
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May 20
Plan check (12-16 weeks)
Jun 20
Award of AHSC funds
July 20
Award of 4% Tax Credits
July 20
Award of Tax -Exempt Bonds
May 20
Plan Check (12-16 weeks)
Sept 20
Building permit issuance
Dec 20
Construction closing/syndication
Jan 21
Begin construction (18 months)
Jun 22
Construction complete
Aug 22
100% fully leased (2 months)
Westview House — 2530 Westminster Avenue
Oct 19
City of Santa Ana RFP submittal
Nov 19
Apply for Project Based Vouchers
Nov 19
City of Santa Ana Award
Dec 19
Construction/permanent debt commitments
Jan 20
No Place Like Home application
Jun 20
No Place Like Home commitment
Jul 20
CDLAC/TCAC 4% application
Dec 20
CDLAC/TCAC 4% award
May 21
Construction permits issued
May 21
Construction start
Sept 22
Construction complete
Dec 22
Lease -Up complete
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