HomeMy WebLinkAboutItem 08 - Housing Division Quarterly Report Community Development Agency
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Item # 8
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
November 15, 2022
TOPIC: Housing Division Quarterly Report
AGENDA TITLE:
Quarterly Report for Housing Division Projects and Activities for the period of July 1,
2022 to September 30, 2022
RECOMMENDED ACTION
Receive and file the Quarterly Report for Housing Division Projects and Activities for the
period of July 1, 2022 to September 30, 2022.
DISCUSSION
This report for the quarter ending on September 30, 2022 provides statistics for all of
the affordable housing projects and activities for the Housing Division. The report is
divided into seven sections: Loan Activity, Loan Portfolio Management and Monitoring,
Density Bonus Housing Agreements, Development Impact Fee Deferral Agreements,
Renter Protections, 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 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
Q1 Total
FY Q1 Total
FY Q1 Total
FY Q1 Total
FY
Residential Rehabilitation
Grant Program 70 70 50 50 25 25 18 18
Homeownership / Down
Payment Assistance
Program
31 31 31 31 5 5 3 3
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Loan Subordinations 0 0 0 0 0 0 0 0
The number of applications received is typically lower than the number of applications
sent out in any given period due to the stringent program guidelines for eligibility
regulated by the federal government, which makes it difficult for most applicants to
qualify.
The City of Santa Ana’s Residential Rehabilitation Grant Program is designed to
improve and preserve affordable housing through the use of federal Community
Development Block Grant (CDBG) funds. The Program is administered by Habitat for
Humanity of Orange County on behalf of the City. The program provides grants of up
to $25,000 for eligible home repairs for low- and moderate-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. A total of eighteen (18)
rehabilitation projects were completed during this quarter.
Down Payment Assistance Loan Program (DPAP) Progress
For the Down Payment Assistance Loan Program, staff evaluates applicant eligibility
and oversees underwriting to ensure compliance with program guidelines and
requirements established by HUD. During this quarter, staff conducted three (3) down
payment assistance virtual workshops via Zoom with a total of 57 attendees. Three (3)
down payment assistance loan applications were approved and three (3) closed
escrow.
Staff conduct monthly workshops together with NeighborWorks Orange County every
second Tuesday of the month. In addition to these workshops, staff participated in the
Vietnamese National Association of Real Estate Professionals (VNARP)
Homeownership Fair on August 11, 2022 at the Garden Grove community
center. During the event, staff participated on a panel with other organizations that
provide first-time homebuyer assistance. Staff answered questions, provided staff
contact information, and assisted with applications as needed with the public in
attendance. On August 25, 2022, staff attended Madison Elementary Back to School
Night in Santa Ana. Staff answered questions and provided parents and attendees with
information about the program. On August 27, 2022, staff participated in a Home Buyer
Expo at HPT Realty & Finance offices, in partnership with VNARP, in the City of
Westminster. These activities for our Down Payment Assistance Loan Program are
supplemented by a current 6-unit affordable homeownership project that staff is
negotiating with Habitat for Humanity.
Loan Portfolio Management and Monitoring
The Housing Division is responsible for managing the residential loan portfolio, which
includes all of the loans entered into by the City and Housing Authority, acting as the
Housing Successor Agency. As of the end of the first quarter, the principal balance was
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$144,624,843. This is composed of 344 loans, 319 of which are deferred or residual
receipt payment loans. As shown in Table 2, the loan portfolio generated $77,095.24 in
payments of principal and interest during the first quarter. The amount of residual
receipts payments changes every quarter.
Table 2: Portfolio Revenue
Funding Source
HOME CDBG Redevelopment NSP CalHOME Inclusionary
Loan Payoffs $54.68 $0 $0 $0 $0 $40,000.00
Residual Receipts
Payments $0 $0 $0 $0 $0 $0
Amortized Loan
Payments $1,158.46 $3,466.01 $27,216.09 $0 $5,200.00 $0
Total for Q1 $1,213.14 $3,466.01 $27,216.09 $0 $5,200.00 $40,000.00
Monitoring
As part of the requirements for these loans, staff must monitor the owner-occupancy of
single-family homes that have received loans, and the building code compliance of units
in rental projects with long-term affordability covenants. During this quarter, 72 owner-
occupancy recertification letters were mailed and 47 were returned and processed. This
number includes letters sent from previous months. Staff also conducted a total of 153
inspections during this quarter.
Density Bonus Housing Agreements
The California Density Bonus law allows developers proposing five or more residential
units to seek increases in base density for providing on-site housing units in exchange
for providing affordable units on site. To help make constructing on-site affordable units
feasible, the law allows developers to seek up to three incentives/concessions and an
unlimited number of waivers, which are variances from development standards that
would help the project be built without significant burden and without detriment to public
health. The first version of the Density Bonus Law was adopted in 1979 and has since
been amended at various times. Recent revisions allow affordable housing developers
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 place the onus on
local jurisdictions to prove that the incentives/concessions or waivers are not financially
warranted.
Since 2018, the City of Santa Ana has entered into the following Density Bonus Housing
Agreements:
Date of
Agreement
Developer or Housing
Development
Housing Development
Address Affordable Units
October 2018
Metro East Senior Park,
aka, Santa Ana Senior
Associates
2222 E. First St.
415 Rental units restricted
for Very Low Income and
Low Income or Senior
Tenants
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August 2018
First Point I & II
Apartments, aka, Santa
Ana Pacific Associates
2110, 2114 and 2020 E.
First St.
547 Rental units restricted
for Very Low Income and
Low Income Tenants
November 2019 The Rafferty, aka, QOZB
III, LLC 114 & 117 E. Fifth St.
11 Rental units restricted
for Very Low Income
Tenants
August 2022 Brandywine Acquistion
Group 1814 & 1818 E. First St.
4 Townhomes restricted
for sale to Monderate-
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 written request formally requesting the deferral of 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
occupany or the final building check. The City has entered into the following outstanding
Development Impact Fee Deferral Agreements:
Date of
Agreement Developer Housing Development
Address
Estimated Total Fees
Due
October 2019
Santa Ana Pacific
Associates & Santa Ana
Pacific Associates II
2110, 2114 and 2020
E. First St.$4,121,986
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
Renter Protections
The Santa Ana City Council adopted two ordinances to help protect renters: a Rent
Stabilization Ordinance, which limits residential rent increases to the lower of 3% or
80% of consumer price index (CPI) per year, and a Just Cause Eviction Ordinance,
which provides “just cause” eviction protections for most tenants that occupy a
residential real property or mobile home for 30 days. The ordinances became effective
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on November 19, 2021, and expand on existing protections under the California Tenant
Protection Act of 2019.
Since the adoption of the ordinances, flyers, frequently asked questions, and press
releases have been circulated to the community. The City also regularly updates a
website devoted to the ordinances, which includes related documents and
announcements (www.santa-ana.org/renterprotections). The ordinances are currently
administered by staff in partnership with RSG.
During this quarter, staff and RSG fielded calls from the public and provided information
and education to renters and property owners on the City’s Rent Stabilization and Just
Cause Eviction Ordinances. 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:
The City regularly distributes important updates and information to Santa Ana residents.
Residents can register for regular updates under our webpage at www.santa-
ana.org/renterprotections. During this quarter, staff informed the public of programmatic
updates via social media and email distribution lists, reaching a total of 7,111 Santa Ana
residents.
Lastly, staff and RSG conducted three (3) virtual workshops:
•July 20, 2022 – 26 registered attendees
•August 11, 2022 – 63 registered attendees
•August 25, 2022 – 50 registered attendees
Available Funds and Land Assets for Affordable Housing Development Projects
The City of Santa Ana and the Housing Authority acting as the Housing Successor
Agency manages multiple sources of local, state, and federal funds to develop
affordable housing. Exhibit 1 provides a summary of the funds available as of
September 30, 2022.
Month # of Inquiries
July 2022 93
August 2022 81
September 2022 89
Total 263
Month # of Notices
July 2022 51
August 2022 59
September 2022 91
Total 201
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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 $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 Housing Opportunity Ordinance. 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
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
TOTAL $11,729,408 191
Project Inclusionary Housing
Funds COMMITTED # of Units Address
Habitat for Humanity
“Lacy & Vance”$565,271 2 826 N. Lacy Street &
830 N. Lacy Street
WISEPlace Steps to
Independence Public
Service Program
$90,000 N/A N/A
Down Payment
Assistance $1,250,000 N/A N/A
WISEPlace PSH Pre-
Commitment Loan $484,000 48 1411 N. Broadway
TOTAL $2,389,271 50
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Affordable Housing Development Projects
There are five (5) affordable housing projects under construction, and two (2) affordable
housing projects in pre-development. Below is a brief summary and status-update for
each project. Exhibit 2 provides a development timeline for each project. The most
recent RFP for Affordable Housing Development, which was issued on December 8,
2021 and closed on February 28, 2022, received three eligible proposals, in which one
proposal, WISEPlace PSH, has been awarded a pre-commitment letter, and the two
other proposals are currently in the review and evaluation phase.
Projects under Construction
Legacy Square (609 N 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
Construction is currently underway and on schedule. Specifically, the
scaffold has been removed on the Courtyard East, North & South elevation
in addition to the exterior of the South, West and North elevation. Water
proofing, and installation of CMU block has begun at the planter wall areas
on the podium level. Construction is underway for the interior units. Vinyl
flooring, installation of interior doors and kitchen cabinets are being worked
on the first and third levels. The Second level is currently being painted. The
estimated completion date is February 2023.
North Harbor Village (1108 N Harbor)
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 non HUD-VASH PBVs.
Update
Construction is currently underway. Recent activities include framing for the
new community building, putting up the trash enclosure, completing the
roofing/framing repairs on the existing buildings, adjustments to the cell
tower equipment, work on concrete walkways, pouring of the concrete on
the Harbor Blvd. facing patios, trenching for underground plumbing, and
digging footings for the outside shadestructure. The team has been looking
for solutions to address some of the difficult waterproofing conditions that
exist on site. In their efforts to come up with solutions they found that they
also need to address the poor condition of the existing piping for the fire
sprinkler system and ended up having to include new piping. Due to the
additional construction work, the new estimated completion date is May
2023.
Westview House (2530 Westminster Avenue)
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Developer Community Development Partners with Mercy House as the service provider
Description
New construction of an affordable multifamily apartment development
consisting of 85 units of both large family and PSH units with 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
Following approval by City Council on May 17, 2022, Community
Development Partners successfully closed on their construction loan
financing on May 31, 2022. The City disbursed 90% of our Inclusionary
Housing ($1,514,113) and HOME Investment Partnerships Program
($2,003,705) loan funds at closing, and 100% of our Rental Rehabilitation
Program funds. Grading activities have been completed and concrete is
currently being poured. A groundbreaking ceremony will be held on
November 2, 2022. 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 (TRCC) with A Community of Friends
(ACOF) 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) Project-
Based Vouchers (PBVs)
Update
With the help of the Developer, the Housing Authority and County secured
an award of DTSC’s Equitable Community Revitalization Grant (ECRG)
funds. These funds will be used for unforeseen environmental conditions
during the construction of the affordable housing project. The project closed
construction financing in July 2022. The Notice to Proceed was
subsequently issued to the General Contractor and the project is currently
under construction. Excavation and off hauling of unforeseen debris on the
lot occurred in August and September.
Habitat for Humanity (826 N Lacy & 830 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.
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)
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Update
Grading Plans were approved and Grading Permits were issued at the end
of July 2022. A groundbreaking ceremony was held on Friday, August 26,
2022 and was attended by numerous members of the City Council and staff.
Grading of the property was completed in August 2022. Building Plans were
submitted for Plan Check in February 2022. Building Plans were approved
and Building Permits were issued in July 2022. Foundation work was started
in mid-September 2022. A Framing Day is scheduled for Friday, October 28,
2022. Following this framing day, the build site will open to regular
scheduled volunteer build days Wednesday through Saturday through the
duration of the build.
Projects in Pre-Development
FX Residences (801, 809, 809 ½ E 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.
City / 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
Closing calls for current financers of the project began in July
2022. HomeAid and the predevelopment team for FX Residences will
submit for a 2nd plan check on the building plans in early October. The
street improvement and underground plans will be submitted at the end of
October. HomeAid and Builder Captain City Ventures expect to pull permits
the 1st Quarter of 2023 and break ground on the project early in the
2nd quarter of 2023. Completion of the project should be around the
3rd quarter of 2024
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
48 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 has obtained all of their soft funding commitments from the
City of Santa Ana, Orange County Housing Finance Trust, and the County
of Orange. The developer applied to TCAC for competitive 9% tax credits in
June 2022. The project was officially awarded tax credits in September
2022.
FISCAL IMPACT
There is no fiscal impact associated with this action.
EXHIBIT(S)
1. Available Funds for Affordable Housing Development Projects
2. Project Timelines
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Submitted By: Michael L. Garcia, Executive Director of Community Development
Approved By: Kristine Ridge, City Manager
Available Funds for Affordable Housing Development Projects
As of September 30th, 2022
Housing Successor Agency (Housing Authority)
$4,867,082 Cash on Hand
($1,656,947)Frances Xavier Residence Project Pre-Commitment Loan 1
($250,000)Administrative Costs Allowance 2
($2,639,866)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
$14,676,969 Cash on Hand
($1,250,000)Down Payment Assistance Program 6
($565,271)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
($484,000)WISEPlace PSH Pre-Commitment Loan 12
($2,787,146)Administrative Costs Allowance (CDA/PBA)
$9,390,097 Available Funds
HOME Program
$5,739,433 Funds to Drawdown
($300,749)Crossroads at Washington Loan 10
($200,371)Westview House Loan 8
$5,238,313 Available Funds to Drawdown
HOME-American Rescue Plan Program (PSH Projects Only)
$5,256,327 Funds to Drawdown
($5,256,327)WISEPlace PSH Pre-Commitment 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
$48,402 Cash on Hand 11
($38,652)Westview House Loan 8
$9,750 Available Funds
$14,642,850 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 June 21, 2022.
Exhibit 1
EXHIBIT 2
Page 1 of 5
Current Affordable Housing Development Project Timelines
Projects Under Construction
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
Feb 23 Construction complete
June 23 100% fully leased (4 months)
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)
EXHIBIT 2
Page 2 of 5
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
Feb 23 Start of Lease up
May23 Construction Completion
May 23 Final Cleaning
May 23 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
EXHIBIT 2
Page 3 of 5
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
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
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
Implementaion 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
Dec 23 Construction complete
Apr 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
EXHIBIT 2
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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 Consturction
Oct 22 Framing Ceremony/Framing Construction Begins
Aug 23 Anticpated Construction completion
Aug 23 Certificate of Occupancy/Closings
Projects in Pre-Development
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 Recived 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 Consruction Funding Closing process is underway
Mar 23 Pulling of permits for project
Mar 23 Construction Begins
Nov 24 Anticipated Completion of construction
Dec 24 Lease up units ( 3 months)
EXHIBIT 2
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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
Nov 22 Submit first plan check
Dec 22 Receipt of first plan check comments
Jan 22 Submit second plan check
Jan 23 Receipt of second plan check comments
Feb 23 Submit third plan check
Feb 23 Receive permit ready letter
Mar 23 Construction loan closing
Mar 23 Pull Permits and start construction
Apr 23 Site Demolition
Nov 24 Start of lease up
Nov 24 Construction Completion
Feb 25 Full occupancy