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Item # 9
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
August 1, 2023
TOPIC: Housing Division Quarterly Report
AGENDA TITLE
Quarterly Report for Housing Division Projects and Activities for the period of April 1,
2023 to June 30, 2023
RECOMMENDED ACTION
Receive and file the Quarterly Report for Housing Division Projects and Activities for the
period of April 1, 2023 to June 30, 2023
DISCUSSION
This report for the quarter ending on June 30, 2023 provides information for all of the
affordable housing projects and activities for the City’s Housing Division. The report is
divided into seven (7) sections: Loan Activity, Loan Portfolio Management and
Monitoring, Density Bonus Housing Agreements, Development Impact Fee Deferral
Agreements, Rent Stabilization Program, Affordable Housing Opportunity and Creation
Ordinance, and Development Projects.
Loan Activity
Applications
The Housing Division offers several different programs including down payment
assistance for first-time homebuyers and rehabilitation grants for mobile homes and
single-family homes. Inquiries are received from the public and applications are mailed
out, received, and approved for these programs on a continual basis. Table 1 shows the
number of inquiries, applications sent out, received, and approved by type for the
quarter and for the total fiscal year:
Table 1: Applications Sent Out, Received and Approved
Inquiries Applications
Sent Out
Applications
Received
Applications
ApprovedProgram
Q4 Total
FY Q4 Total
FY Q4 Total
FY Q4 Total
FY
Residential Rehabilitation
Grant Program 0 80 0 50 0 25 0 15
Down Payment
Assistance Program 18 141 10 133 8 25 5 16
Loan Subordinations 0 0 0 0 0 0 0 0
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The number of applications received is typically lower than the number of applications
sent out in any given period due to the stringent program guidelines for eligibility
regulated by the federal government, which makes it difficult for most applicants to
qualify.
The City of Santa Ana’s Residential Rehabilitation Grant Program is designed to
improve and preserve affordable housing through the use of federal Community
Development Block Grant (CDBG) funds. The Program is administered by Habitat for
Humanity of Orange County on behalf of the City. The Program provides grants of up
to $25,000 for eligible home repairs for low-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. There were no inquiries or applications sent and/or
received for the grant program during this quarter. Seven (7) rehabilitation projects
were completed during this Fiscal Year. The Fiscal Year 2023-24 funding for this
program was renewed by City Council on May 2, 2023 and applications are currently
being accepted.
Down Payment Assistance Loan Program Progress
For the Down Payment Assistance Loan Program (DPAP), staff evaluates applicant
eligibility and oversees underwriting to ensure compliance with program guidelines and
requirements established by HUD. During this quarter, staff conducted the following
outreach and education on the program:
•Staff conducted two (2) virtual workshops via Zoom together with NeighborWorks
of Orange County with a total of 48 attendees. These workshops are conducted
every second Tuesday of the month.
•Staff participated in one First Time Homebuyer Workshop sponsored by
Councilmember Phan. In total, four (4) professionals and eight (8) residents
attended the workshop to get information on how to qualify for the City’s Down
Payment Assistance Loan Program.
•On June 10, staff participated in a First-Time Homebuyer Fair hosted by Orange
County Community Housing Corporation at Santa Ana College. The event
included other homebuying professionals and lenders that provided booths and
informational lectures. Staff provided program materials and spoke about the
program to all attendees. The event welcomed around 150 people.
•On June 28, staff provided a Spanish language Down Payment Assistance and
Affordable Housing Workshop at Latino Health Access. This workshop was
attended by 14 residents.
As a result of these efforts, five (5) down payment assistance loan applications were
approved and five (5) closed escrow.
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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 $149,153,321. This portfolio is comprised of 341 loans of which 319 are deferred or
residual receipt payment loans. As shown in Table 2, the loan portfolio generated
$464,827.98 in payments of principal and interest during the fourth quarter. The amount
of residual receipts payments changes every quarter.
Table 2: Portfolio Revenue
HOME CDBG Redevelopment NSP
Loan Payoffs $0 $0 $30,000.00 $0
Residual Receipts
Payments $98,134.72 $0 $206,463.18 $96,892.26
Amortized Loan
Payments $8,013.80 $3,402.13 $21,921.89 $0
Total for Q4 $106,148.52 $3,402.13 $258,385.07 $96,892.26
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, 38 owner-
occupancy recertification letters were mailed and 24 were returned and processed. This
number includes letters sent from previous months. Staff also conducted a total of 414
inspections during this quarter.
Density Bonus Agreements
The California Density Bonus law allows developers proposing five (5) or more
residential units to seek increases in base density for providing on-site housing units in
exchange for providing affordable units on site. To help make constructing on-site
affordable units feasible, the law allows developers to seek up to three (3)
incentives/concessions and an unlimited number of waivers, which are variances from
development standards that would help the project be built without significant burden
and without detriment to public health.
The first version of the Density Bonus Law was adopted in 1979 and has since been
amended at various times. Recent revisions allow affordable housing developers to
request incentives/concessions and/or waivers for 100-percent affordable
developments, even if they do not require a numerical density bonus. Moreover, in early
2017, the law was amended to restrict the ability of local jurisdictions to require studies
to “justify” the density bonus and requested incentives/waivers and places the
responsibility on local jurisdictions to prove that the incentives/concessions or waivers
are not financially warranted.
As of the date of this report, the City of Santa Ana has entered into the following Density
Bonus Agreements:
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Date of
Agreement Housing Development Address Affordable Units
October 2018 Metro East Senior Park 2222 E. First St.
415 rental units restricted
for very low income and
low income or senior
tenants
August 2018 First Point I & II Apartments 2110, 2114 and 2020 E.
First St.
547 rental units restricted
for very low income and
low income tenants
February 2019 Legacy Square 609 North Spurgeon St.
92 rental units restricted
for very low income and
low income tenants
November 2019 The Rafferty 114 & 117 E. Fifth St.
11 rental units restricted
for very low income
tenants
December 2021 FX Residences
801, 807, 809
and 809 ½
East Santa Ana Blvd
16 permanent supportive
housing units
June 2022 WISEPlace 1411 N. Broadway 47 permanent supportive
housing units
August 2022 Brandywine Acquisition
Group 1814 & 1818 E. First St.
4 townhomes restricted for
sale to moderate-income
buyers
Development Impact Fee Deferral Agreements
Development impact fees are a one-time charge to new developments imposed under
the Mitigation Fee Act. These fees are charged to new developments to mitigate
impacts resulting from the development activity and cannot be used to fund existing
deficiencies. This means that for improvements that benefit existing as well as new
development, impact fees can only pay for the portion of the improvement that benefits
the new uses. Impact fees must be adopted based on findings of a reasonable
relationship between the development paying the fee, the size of the fee, and the use of
fee revenues. Development impact fees do not require voter approval and are
commonly used by cities to address the impact of new development on schools, parks,
transportation, etc.
Prior to issuance of any building permits, the City currently requires the payment of
various development impact fees. However, affordable housing developers may submit
a request to defer specific development impact fees for their property pursuant to
California Government Code section 66007. The City and owner then execute a
Development Impact Fee Deferral Agreement to defer certain development impact fees
applicable to the property and place a lien on the property to secure payment of these
fees, which are due before the issuance of the certificate of occupancy or the final
building check. As of the date of this report, the City has entered into the following
outstanding Development Impact Fee Deferral Agreements that are pending payment:
Date of
Agreement Developer Housing Development
Address
Estimated Total Fees
Due
December 2021 Shelter Providers of
Orange County
802, 809, 809 ½ East
Santa Ana Blvd.$510,000
July 2022 Washington Santa Ana
Housing Partners
1126 &1146 E.
Washington Ave.$652,717
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Rent Stabilization Program
Effective November 18, 2022, the City Council adopted an amended Rent Stabilization
and Just Cause Eviction Ordinance (Ordinance) that included a number of changes.
The amended Ordinance expands the administration and enforcement of renter
protections for Santa Ana residents by establishing a rental housing board and a rental
registry program. The amended Ordinance also includes additional petitions for tenants
and landlords, voluntary mediation services, and other enhancements.
The City has prepared user-friendly information on the Ordinance for both tenants and
landlords on the City’s webpage, including the full Ordinance and answers to Frequently
Asked Questions in English, Spanish, and Vietnamese. Tenants and landlords are
encouraged to sign up to receive the latest updates.
Program Updates:
The City of Santa Ana continues to work with RSG, Inc. on the long-term
implementation of the Ordinance. This project has met many critical milestones over the
course of Quarter 4 (Q4).
Staff, in partnership with Revenue and Cost Specialists (RCS), conducted a
comprehensive fee study to determine appropriate program fees to recover all program
costs associated with services provided under the Ordinance. The Rental Registry Fee
was approved in the FY 2023-24 Miscellaneous Fee Schedule. Additionally, the City
Council approved the City’s new Rent Stabilization Division in the City’s FY 2023-24
Annual Budget to administer the Ordinance.
Staff, in partnership with 3Di, Inc., worked to implement a rental registry portal that
supports the Ordinance. In Q4, staff worked with the consultant on a weekly basis to
configure the portal where property owners will register rental units, update rental unit
information, update tenancy information, submit notices, and pay the City’s rental
registry fee. Staff also worked with the Finance and Management Services Agency to
ensure the City will be able to collect, allocate, process, and utilize rental registry fees
for the administration of the Ordinance.
Staff conducted targeted outreach in partnership with Santa Ana Unified School District,
neighborhood associations, non-profits who work with low-income residents, and at
local laundromats in an effort to strengthen the way we engage with our community.
In addition to the progress made towards the long-term implementation of the Rent
Stabilization Program, staff has continued to serve the community in the following ways
throughout Q4:
•Reviewed and made continuous improvements to the layout, content, and forms
on the Renter Protections webpage for easier access and understanding.
•Published new information on the City’s webpage, including the Notice of
Allowable Rent Increase, Fair Return Petition, Capital Improvement Petition, and
Tenant Petition to ensure compliance with the City’s Ordinance.
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•Created a new website for the City’s monthly Rent Stabilization Newsletter,
increasing access to residents who need the newsletter translated into another
language.
•Fielded calls and emails from the public and provided information, referrals, and
education to renters and property owners on the City’s Ordinance.
•Collected notices from landlords to monitor for compliance with the Ordinance.
Residents Served:
During this quarter, staff and RSG fielded calls from the public and provided information
and education to renters and property owners on the Ordinance. A breakdown of the
number of inquiries is as follows:
The City requires that when changing the terms of a tenancy, an owner must submit
proof of service to the City as evidence that the owner has complied with noticing
requirements. A breakdown of the number of notices received is as follows:
Staff also conducted one (1) workshop in partnership with Latino Health Access:
The City regularly distributes important updates and information to Santa Ana residents.
During this quarter, staff informed the public of programmatic updates via social media,
newsletters, and email distribution lists, reaching a total of 10,147 Santa Ana residents.
Available Funds and Land Assets for Affordable Housing Development Projects
The City of Santa Ana and the Housing Authority, acting as the Housing Successor
Agency, manages multiple sources of local, state, and federal funds to develop
affordable housing. Exhibit 1 provides a summary of the funds available as of June 30,
2023.
Month # of Inquiries
April 2023 93
May 2023 101
June 2023 103
Total 297
Month # of Notices
April 2023 29
May 2023 76
June 2023 48
Total 153
Month # of Registrants
May 17, 2023 41
Total 41
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Affordable Housing Opportunity and Creation Ordinance
On-Site Development:
Since 2011, a total of 33 units have been developed on-site as a result of the Affordable
Housing Opportunity and Creation Ordinance, including 23 ownership units for-sale and
10 rental units:
Units Built On-Site
Ownership Rental Total
23 10 33
In-Lieu Fees Generated:
All in-lieu fees, penalties, and other monies collected pursuant to the Ordinance,
including interest, are deposited into the Inclusionary Housing Fund. Since inception,
the Inclusionary Housing Fund has generated $28,443,446 to be used for the
development of housing affordable to low- and moderate-income households, with a
reasonable amount spent on administrative or related expenses associated with the
administration of the Ordinance.
Inclusionary Housing In-lieu Fees Received per Fiscal Year
FYs
2009-2017
FY
17/18
FY
18/19
FY
19/20
FY
20/21
FY
21/22
FY
22/23
$7,851,002 $2,712,304 $7,236,945 $0 $3,709,875 $6,933,320 $0
In-lieu fees generated have been used to develop new affordable homeownership and
rental housing opportunities as well as provide emergency shelter. Below is a summary
of how in-lieu fees have been used by the City:
Project Inclusionary Housing
Funds SPENT # of Units Address
Santa Ana Arts
Collective $4,775,000 57 1666 N. Main Street
La Placita Cinco $1,300,000 50 2239 West 5th Street
The Link Interim
Emergency Shelter $4,140,295 N/A 2320 S Redhill Avenue
Westview House $1,514,113 84 2530 and 2534
Westminster Avenue
Habitat for Humanity
“Lacy & Vance”$565,271 2 826 N. Lacy Street &
830 N. Lacy Street
WISEPlace Steps to
Independence Public
Service Program
$90,000 N/A N/A
TOTAL $12,384,679 193
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Project Inclusionary Housing
Funds COMMITTED # of Units Address
Habitat for Humanity
“Washington Street”$2,200,000 6 1921 W. Washington
Ave.
Down Payment
Assistance $1,250,000 N/A N/A
TOTAL $3,450,000 6
Affordable Housing Development Projects
There are six (6) affordable housing projects under construction and one (1) affordable
housing project in pre-development. During this quarter, Legacy Square completed its
construction and a final certificate of occupancy was issued. Below is a brief summary
and status-update for each project. Exhibit 2 provides a development timeline for each
project. The most recent RFP for Affordable Housing Development was issued on
December 8, 2021 and closed on February 28, 2022. WISEPlace Permanent
Supportive Housing and Habitat for Humanity of Orange County were awarded pre-
commitment letters.
Projects Completed during this Quarter
Legacy Square (609 North Spurgeon Street)
Developer National Community Renaissance with Mercy House as the service provider
Description
New construction of a 100% affordable multifamily apartment complex
consisting of 92 units of rental housing and one (1) manager’s unit. All units
will be affordable to households earning less than 60% AMI of which 33 units
will be set-aside for permanent supportive housing.
Authority
Funds Eight (8) Project-Based Vouchers (PBVs)
Update
The final Certificate of Occupancy was issued on June 14, 2023. A Grand
Opening Ceremony was held on June 21, 2023. The lease-up of units is
continuing.
Projects under Construction
Estrella Springs (1108 N. Harbor) (Formerly called North Harbor Village)
Developer Jamboree Housing Corporation
Description Acquisition and rehabilitation of a former motel yielding 89 units of permanent
supportive housing.
City / Authority
Funds
CDBG ($1,687,047); Eight-nine (89) PBVs consisting of 34 HUD-VASH PBVs
and 55 regular PBVs.
Update
During this quarter, the project name was officially changed to Estrella
Springs. Construction is currently underway. Recent activities include
insulation, drywall, and interior work in Building C. Changes in the MEP,
structural, and building have triggered plan check revisions that have
taken some time to complete. Plan resubmittals have also required
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submittals to the Orange County Fire Authority (OCFA). The submittals
are needed to complete the interior work. Most approvals for Bldg. C
have been issued but approvals are pending for Bldg. B and Bldg. A.
Once the interior work is approved, it will all be completed while
elevator, exterior stucco, and paint start. The current schedule is
subject to change pending approvals from the city on our plan revisions.
Westview House (2530 Westminster Avenue)
Developer Community Development Partners with Mercy House as the service provider
Description
New construction of an affordable multifamily apartment development
consisting of 84 units of both large family and PSH units and one (1)
manager’s unit. Twenty-six (26) 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
The project has completed rough framing and roofing. Project is currently
working on utility rough ins. Completion of the project is anticipated in
February 2024.
Crossroads at Washington (1126, 1136, and 1146 E. Washington Avenue)
Developer The Related Companies of California with A Community of Friends as co-
developer and lead service provider
Description
New construction of a 100% affordable multifamily apartment complex
consisting of 85 units of rental housing and one (1) manager’s unit. All units
will be affordable to households earning less than 30% AMI of which 43 units
will be set-aside for permanent supportive housing.
City / Authority
Funds
HOME Investment Partnerships Program ($3,007,489), Neighborhood
Stabilization Program ($1,637,420), sixty-five (65) year ground lease
agreement for 1126, 1136, and 1146 E. Washington Avenue (Appraised
Value as of September 22, 2019: $4,108,136) and fifteen (15) PBVs
Update
The project is framed and roofed. The developer is working with the
Corporation for Supportive Housing, Orange County staff, and the Santa Ana
Housing Authority to begin the marketing.
Habitat for Humanity (826 N. Lacy & 830 N. Lacy Street)
Developer Habitat for Humanity of Orange County (Habitat)
Description New construction of two single-family detached homes for homeownership
serving households up to 120% AMI.
City / Authority
Funds
Inclusionary Housing ($565,271) and a 99-year ground lease agreement for
416 Vance Street and 826 N. Lacy Street (Appraised Value as of Oct 25,
2018: $578,000)
Update
Significant interior work was completed during this quarter including the
painting, door installation, and cabinetry work. On May 5, Habitat held the
Leaders Build Challenge on-site. Event participants included sponsors and
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volunteers. The event was attended by Mayor Farrah Khan of Irvine, Orange
County Supervisor Vicente Sarmiento of the 2nd District, and Senator Tom
Umberg. The initial outreach for homebuyers did not generate qualified buyers
that met the City’s local preference. The outreach strategy was revamped
and was more targeted. The City assisted in the outreach efforts by including
in its communications to residents. During July, Habitat will review home
buyer applications and will present to the City those buyers recommended for
final selection. Volunteer opportunities continue to be offered Wednesday
through Saturday throughout the duration of the build. During this quarter,
there were 919 unique volunteers with a total of 8,430 volunteer hours.
WISEPlace Permanent Supportive Housing (1411 N. Broadway)
Developer Jamboree Housing Corporation with WISEPlace as the co-developer and lead
service provider
Description Adaptive reuse and new construction of the WISEPlace building to provide 47
permanent supportive housing units and one (1) manager’s unit.
City / Authority
Funds HOME-ARP ($5,256,327); Twenty-five (25) PBVs
Update
The developer closed on their construction loan financing and began
construction in March 2023. The abatement and demolition of the project is
complete. A groundbreaking ceremony was held on June 15, 2023. The
expected construction completion date is November 2024.
FX Residences (801, 809, 809 ½ East Santa Ana Boulevard)
Developer HomeAid Orange County, Inc. with Mercy House as the service provider
Description New construction of an affordable multifamily apartment complex consisting
of 16 units of permanent supportive housing and one (1) manager’s unit.
Authority
Funds
Housing Successor Agency ($1,656,947), three (3) PBVs, 99-year ground
lease agreement for 801 E. Santa Ana Blvd. (Appraised Value as of Oct 25,
2018: $788,000)
Update
HomeAid and its builder captain, City Ventures, met with the City’s Planning
and Building Agency to clarify comments from the 3rd submittal.
Subsequently, building permits were issued in May. A Groundbreaking
Ceremony was held on June 12, 2023 and construction will begin in July.
Completion of the project is estimated by the 1st quarter of 2024.
Projects in Pre-Development
Habitat for Humanity (1921 W. Washington Avenue)
Developer Habitat for Humanity of Orange County (Habitat)
Description New construction of three (3) duplexes / six (6) homes for homeownership
serving households up to 80% AMI.
City Funds Inclusionary Housing Funds ($2,200,000)
Update
In March, Habitat received comments on its initial application for review.
Comments were reviewed and addressed. A second Sunshine Ordinance
meeting was held on May 30, 2023 at the El Salvador Community Center. In
addition to the Habitat team and staff from the City, over 15 individuals
attended the meeting. Representatives from Habitat and the City presented
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attendees with information on the project, provided an opportunity for
questions, and addressed feedback from the first meeting and the application
comments received. Attendees asked questions related to understanding
income qualifications and the home buyer selection process. Habitat
submitted its responses to comments received from the City and updated
application documents on June 12, 2023.
FISCAL IMPACT
There is no fiscal impact associated with this action.
EXHIBIT(S)
1. Available Funds for Affordable Housing Development Projects
2. Project Timelines
Submitted By: Michael L. Garcia, Executive Director of Community Development
Approved By: Kristine Ridge, City Manager
Available Funds for Affordable Housing Development Projects
As of June 30th, 2023
Housing Successor Agency (Housing Authority)
$4,952,611 Cash on Hand
($1,656,947)Frances Xavier Residence Project Pre-Commitment Loan 1
($250,000)Administrative Costs Allowance 2
($2,725,395)Administrative Costs Allowance for Future Fiscal Years 3
($307,386)Crossroads at Washington Option Agreement Amendment 4
($12,883)Crossroads at Washington Environmental Assessment Oversight 5
$0 Available Funds
Inclusionary Housing Funds
$13,130,581 Cash on Hand
($530,000)Down Payment Assistance Program 6
($56,527)Lacy Street Project Grant 7
($151,411)Westview House Loan 8
($37,500)Westview House Project Cost
($11,544)WISEPlace Steps to Independence Program Agreement 9
($2,200,000)1921 W. Washington Project Pre-Commitment 13
($2,298,515)Administrative Costs Allowance (CDA/PBA)
$7,845,083 Available Funds
HOME Program
$6,695,823 Funds to Drawdown
($300,749)Crossroads at Washington Loan 10
($200,371)Westview House Loan 8
$6,194,703 Available Funds to Drawdown
HOME-American Rescue Plan Program (PSH Projects Only)
$1,464,630 Funds to Drawdown
($1,464,630)WISEPlace PSH Loan 12
$0 Available Funds to Drawdown
CDBG Program (Acquisition/Rehabilitation Projects Only)
$4,690 Funds to Drawdown
$4,690 Available Funds to Drawdown
Rental Rehabilitation Grant Program
$48,719 Cash on Hand 11
($38,652)Westview House Loan 8
$10,067 Available Funds
$14,054,543 Total Available Funds
1 Approved by Housing Authority on January 15, 2019. Additional $587,000 approved by Housing Authority on December 7, 2021.
2 The Housing Successor Agency relies on available cash to fund the monitoring and compliance functions related to the former Redevelopment Agency's housing loans.
3 Funds to be set aside for compliance and monitoring requirements due to uncertainty of future repayment revenues.
4 Approved by Housing Authority on December 15, 2020. Additional $150,000 maximum approved by Housing Authority on August 17, 2021 (2nd Amendment to Option Agreement).
5 Approved by Housing Authority on July 20, 2021.
6 $400,000 originally approved by City Council on March 6, 2018. Nine loans paid through end of September 2021. Additional $1,200,000 approved by Council on November 2, 2021.
7 Approved by City Council/Housing Authority on March 5, 2019. Additional $333,777 approved by City Council on April 6, 2020.
8 Approved by City Council on May 17, 2022.
9 Approved by City Council on April 7, 2020.
10 Approved by City Council on June 21, 2022.
11 Old program income available after close out of program with HUD.
12 Approved by City Council on March 7, 2023.
13 Approved by City Council on November 15, 2022.
Exhibit 1
EXHIBIT 2
Page 1
Current Affordable Housing Development Project Timelines
Projects Completed during this Quarter
Legacy Square – 609 North Spurgeon Street
Aug 18 Santa Ana CDA Funding Application
Dec 18 Applied for NPLH and SNHP Funds
Jan 19 Santa Ana funding award
Feb 19 Planning entitlements approved
Feb 19 Applied for Round 4 AHSC Funding
May 19 Award of SNHP funds
Jul 19 Applied for Round 1 MHP
Nov 19 Applied for State 4% tax credits
Jan 20 Construction drawings (8-12 weeks)
Feb 20 Apply for Round 5 AHSC funding
May 20 Apply for 4% tax credits
May 20 Plan check (12-16 weeks)
Jun 20 Award of AHSC funds
July 20 Award of 4% Tax Credits
July 20 Award of Tax-Exempt Bonds
May 20 Plan Check (12-16 weeks)
Jan 21 Building permit issuance
Feb 21 Construction closing/syndication
Feb 21 Begin construction (24 months)
Jul 21 Groundbreaking Ceremony
Mar 22 Press Release announcing 5 Community Workshops for Lease Up
information
Apr 22 Framing complete
May 22 Roofing to start
July 22 Elevator Cab delivery
Sept 22 Interior painting, and flooring &HVAC getting installed
Oct 22 Production insulation and Building Inspection of the Community Room and
Leasing Office
Jan 23 Fire signed off on all floors, solar panels and roofing completed, all units in
the finish stages. Landscape on podium complete.
Apr 23 Construction complete
Jun 23 Final Certificate of occupancy issued
Jun 23 Grand opening ceremony
Aug 23 100% fully leased (4 months)
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)
EXHIBIT 2
Page 2
Mar 19 Award of VASH Vouchers & City Loan by City Council (89 Vouchers and
$1,687,047)
Mar 19 Start environmental approval process with City of Santa Ana (CEQA/NEPA)
Mar 19 Applied for Home Depot Grant ($500,000)
Jun 19 CEQA / NEPA Approval – City of Santa Ana
Jun 19 AHP Award Date ($890,000)
Aug 20 Applied to HCD for MHP 1st Round Funding ($13,316,412)
Dec 19 Notified project did not receive 1st Round MHP funding
Feb 20 Applied to HCD for VHHP Funding ($10,000,000)
Mar 20 Applied to HCD for MHP 2nd round funding
Mar 20 Applied to OCHFT Financing ($2,292,920)
May 20 Notified project did not receive 2st Round MHP funding
May 20 Received OCHFT funding award ($2,292,920)
Jun 20 Received VHHP funding award ($10,000,000)
Jun 20 Submitted Plans for Ministerial Design Approval
Jun 20 Applied for CDLAC tax-exempt bond allocation ($24,000,000)
Jul 20 Applied for TCAC 4% competitive state and federal tax credits ($9,896,911)
Sept 20 CDLAC Allocation
Nov 20 Ministerial Design Approval (upon completion of community meeting on
11/4/2020)
Oct 20 TCAC Allocation
Oct 20 Start construction documents for rehab
Nov 20 Submit first plan check
Dec 20 Awarded Home Depot Grant
Jan 21 Receipt of first plan check comments
Jan 21 Submit second plan check
Feb 21 Receipt of second plan check comments
Feb 21 Submit third plan check
Mar 21 Received permit ready
Apr 21 Construction loan closing
Apr 21 Pull Permits and start construction
May 21 Site Demolition
Dec 21 Work on mock up units begins
Jun 22 Structural retrofitting and repairs
July 22 Roofing and Framing
Aug 22 Stock drywall & Inspections
Aug 22 Gutter, Awning and Painting & installation of stairs
Oct 22 OCHFT Loan finalized
Apr 23 Interior refurbishments & finishes
Apr 23 Complete Flooring
Mar 23 Plan resubmittal/Plan Coordination
Apr 23 Grading/Paving for parking lot and site work
May 23 Roof/Drywall
Jul 23 Interiors/Fixtures & Appliances/
Aug 23 Elevator
Sep 23 Lease up
EXHIBIT 2
Page 3
Oct 23 Stucco
Oct 23 Scaffold finishes
Nov 23 Final Cleaning
Nov 23 Construction Completion
Feb 24 Full Occupancy
Westview House – 2530 Westminster Avenue
Oct 19 City of Santa Ana RFP submittal
May 20 OC 2020 Supportive Housing NOFA Submittal
Dec 20 OC 2020 Supportive Housing NOFA award
Jan 21 City of Santa Ana PBV Award
Jan 21 Construction/permanent debt commitments
Jan 21 Receive Entitlements
Jan 21 No Place Like Home application
Mar 21 OCHFT application
May 21 OCHFT Award
Jun 21 No Place Like Home commitment
Sep 21 CDLAC/TCAC 4% application
Dec 21 CDLAC/TCAC 4% award
May 22 Close on construction financing
Jun 22 Construction permits issued
Jun 22 Construction start
Nov 22 Groundbreaking Ceremony
Dec 22 Grading activities completed and concrete poured
Apr 23 Floor Sheathing & Pre-Rough complete in Buildings A & B
Jun 23 Rough framing and roofing are complete
Jun 23 Window installation in both buildings
Jul 23 Working on utility rough-ins
Jul 23 Roof Truss in Building B
Jul 23 Drywall Production
Feb 24 Construction complete
July 24 All units Leased
Nov 24 Perm Debt Conversion
Crossroads at Washington – 1126,1136 and 1146 E. Washington Avenue
Aug 19 Submitted PSH application to County
Oct 19 Submitted for Planning entitlements
Oct 19 Community meeting
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
EXHIBIT 2
Page 4
Mar 21 Submitted OCHFT PSH NOFA Application
May 21 OCHFT PSH NOFA Award
Dec 21 Submit DTSC Equitable Community Revitalization Grant (ECRG) Pre-
Qualifying Application
Feb 22 Submit for 1st plan check
Mar 22 DTSC approves draft Removal Action Workplan; draft Removal
Implementation Plan under review
Apr 22 DTSC ECRG Full Application
Jul 22 DTSC ECRG Award
Jul 22 City issues permit ready letter
Jul 22 Construction finance closing/Start construction
Nov 22 Building foundation complete
Dec 22 Framing began
Mar 24 Construction complete
Jul 24 Full occupancy
Habitat for Humanity – 826 N. Lacy Street & 830 Lacy Street
May 20 DDA signed
June 20 Prepare grading plans
Oct 20 Prepare architectural plans
Oct 20 Submit Neighborhood Review Application
Feb 21 Final Approval from Historic French Park Committee
Apr 21 Submit Site Review Application
Dec 21 Submit grading/ Non-Priority WQMP
Jan 22 Submit architectural plans
May 22 Planning Commission Approval
Jul 22 Grading permit issued
Aug 22 Groundbreaking
Aug 22 Building Permits issued
Aug 22 Commence Grading
Sep 22 Begin Foundation Construction
Oct 22 Framing Ceremony/Framing Construction Begins
Jan 23 Roof diaphragm sheathing and exterior sheathing completed
Jan 23 Roof sheathing/frame and shear walls Inspection
Jan 23 Buildings dried in
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
EXHIBIT 2
Page 5
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
Aug 23 Dedication Ceremony
Aug 23 Anticipated Construction completion
Aug 23 Certificate of Occupancy/Closing
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
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
EXHIBIT 2
Page 6
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
Nov 23 Podium Complete
Jun 24 Dry In Complete
Nov 24 Construction Complete
May 25 100% Full occupancy (6 months)
FX Residences – 801, 809, 809 ½ E. Santa Ana Boulevard
Jan 19 Council approval for land lease and project funding
Jan 19 Submittal of application for NPLH funding
Feb 19 Confirm with City staff that project site can yield additional units under
existing zoning
Mar 19 Revise conceptual drawings for additional 5 units (17 total units, up from the
original 12 units)
Mar 19 SNHP funding application submitted to County
Apr 19 City staff to review revised conceptual design
Apr 19 Begin development agreement
May19 Board of Supervisors meeting for SNHP funding
Jul 19 Execute Development Agreement
Jul 19 Formal awards letters for NPLH funding to be issued
Aug19 Initial planning submittal
Sept19 Sunshine Ordinance Meeting
Mar 21 Planning Commission Meeting (ministerial approval of density bonus)
Oct 21 Submit for first plan check
Dec 21 City Council Meeting (ministerial approval of density bonus)
Dec 21 City Council approval of additional $587,000 for construction costs
Feb 22 Building permit submittal
Mar 22 Received 1st set of comments back from Plan Check, consultants working on
responses.
Jul 22 FX Funding Closing Meetings begin, 2nd Building Plan Submittal
Aug 22 Building and Grading comments being addressed
Oct 22 Construction Funding Closing process is underway
Dec 22 Dry closed funding for CalHFA/SNHP and City of Santa of Santa Ana
April 23 Met with city planner to clarify all comments on 3rd submittal
April 23 Submit 4th building review & OCFA building review
May 23 Pull Building Permits & PGP Permits
June 23 Groundbreaking Ceremony
July 23 Start of Construction
Sept 24 Start of Lease Up
Dec 24 Estimated Completion of construction
EXHIBIT 2
Page 7
Projects in Pre-Development
Habitat for Humanity – 1921 Washington Avenue
Dec 21 Habitat for Humanity OC closed escrow on property
Aug 22 Subsidy Approval from Community Development Commission
Nov 22 Subsidy Approval from City Council
Dec 22 Submit Demo Permit Application
Jan 23 Demo Permit Issued
Feb 23 Submit Site Plan Review Application
Mar 23
Apr 23
First Sunshine Ordinance Meeting
Geological Soils Testing
May 23 Second Sunshine Ordinance Meeting
Jun 23 Second Sunshine Ordinance Meeting report submitted
Jun 23 Responses to comments received submitted
Jul 23 Demolition Permit
Aug 23 Submit Grading / Non-Priority WQMP
Aug 23 Submit Architectural Plans
Sep 23 Planning Commission Approval
Sep 23 Groundbreaking Ceremony
Nov 23 Building Permit issued
Nov 23 Begin Foundation Construction
Jan 24 Framing Ceremony
Aug 24 Complete Rough Inspections
Dec 24 Construction Completed