HomeMy WebLinkAboutItem 08 - Housing Division Quarterly Report 10/1/2023 - 12/31/2023P, _') Community Development Agency
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Item # 8
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
February 6, 2024
TOPIC: Housing Division Quarterly Report
AGENDA TITLE
Quarterly Report for Housing Division Projects and Activities for the Period of October 1,
2023 to December 31, 2023
RECOMMENDED ACTION
Receive and file the Quarterly Report for Housing Division Projects and Activities for the
period of October 1, 2023 to December 31, 2023
GOVERNMENT CODE 484308 APPLIES: No
DISCUSSION
This report for the quarter ending on December 31, 2023, provides information for all of
the affordable housing projects and activities for the City's Housing Division. The report
is divided into seven sections: Loan Activity, Loan Portfolio Management and
Monitoring, Density Bonus 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
Applications
Applications
Program
Sent Out
Received
Approved
Q2
Total
Q2
Total
Q2
Total
Q2
Total
FY
FY
FY
FY
Residential Rehabilitation
6
21
6
21
0
15
0
10
Grant Program
Down Payment
36
103
36
97
4
4
3
7
Assistance Program
Housing Division Quarterly Report
February 6, 2024
Page 2
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-income homeowners at or below 80% of
the Area Median Income (AMI) as defined by the U.S. Department of Housing and
Urban Development (HUD). Eligible activities include the repair, replacement, and/or
installation of major systems including plumbing, heating, electrical, windows, roof,
paint, and handicap accessibility. The Fiscal Year 2023-24 funding for this program
was renewed by City Council on May 2, 2023. As of December 31, 2023, the city has
received 15 applications and 10 of those applications have been approved for a
rehabilitation project and one (1) project has been completed. The City no longer has
any funding available to accept additional applications.
Emergency Solutions Grant Program
The City of Santa Ana's Emergency Solutions Grant program provides funding to
engage homeless individuals and families living on the street, to improve the number
and quality of emergency shelters for homeless individuals and families, provide
essential services to shelter residents, rapidly rehouse homeless individuals and
families, and prevent families/individuals from becoming homeless. As of July 1, 2023,
the City has entered into agreements with the Santa Ana Police Department and four
nonprofits to deliver these services. During this second quarter, organizations have
worked diligently to enroll and deliver services to our residents. Quantitative data for this
quarter is reflected below:
Organization Name
Project Name
Clients Served
Oct — Dec 2023
Santa Ana Police Department
HEART Program
28
Illumination Foundation
Rapid Rehousing
0
Illumination Foundation
Homeless Prevention Program
3 individuals / 1 household
WISEPlace
Steps to Independence
2
Down Payment Assistance Loan Program
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:
Housing Division Quarterly Report
February 6, 2024
Page 3
• Staff conducted one (1) virtual workshop via Zoom together with NeighborWorks
of Orange County with a total of nine (9) attendees. These workshops are
conducted every second Tuesday of the month.
• On October 3, staff participated in the PNC Bank Homebuyer Workshop event at
the Boys and Girls Club of Santa Ana. Staff had the opportunity to present
information on the program, set up a resource table at the event, and answer
questions regarding the program.
• On October 7, staff participated in the Santa Ana Mid-Autum Festival event at
Centennial Park, providing information to attendees.
• On October 12, staff attended the Affordable Housing Clearinghouse Community
Reinvestment Forum event at Santa Ana Community College — Johnson Student
Center to learn more about Expanding Affordable Homeownership Opportunities
in Orange County.
• On October 14, staff participated in the Madison Park — 18th Annual Walk-A-
Thon, Resource Fair, and Cultural Festival Community Event. Approximately
150 attendees stopped by our booth requesting information on our downpayment
assistance program.
• On October 21, staff participated on a panel at the NeighborWorks Home Buyer
Fair at the Anaheim Downtown Community Center and provided a resource
table. Attendees had the opportunity to meet with different lenders and learn
about different first time home buying programs available throughout the county.
• On November 20, staff provided information on the Down Payment Assistance
Program at the Santa Anita Neighborhood Association event at Cesar Chavez
Campesino Park.
As a result of these efforts, four (4) down payment assistance loan applications were
approved and four (4) closed escrow.
In December, the City of Santa Ana's Down Payment Assistance program was awarded
a "Turning Red Tape into Red Carpet Award" from the Orange County Business Council
(OCBC). The City's OCBC award was in the category of Building and Land Reuse and
Community Revitalization.
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 second quarter, the principal balance
was $149,808,101.80. This portfolio is comprised of 346 loans, of which 324 are
deferred or residual receipt payment loans. As shown in Table 2, the loan portfolio
generated $677,654.47 in payments of principal and interest during the second quarter.
The amount of residual receipts payments changes every quarter.
Housing Division Quarterly Report
February 6, 2024
Page 4
Table 2: Portfolio Revenue
HOME
CDBG
Redevelopment
CalHome
Loan Payoffs
$68,870.47
$80,000
$31,797.35
$10,866.25
Residual Receipts
$420,950.00
$0
$38,146.75
0
Payments
Amortized Loan
$789.38
$4,852.13
$21,382.14
0
Payments
Total for Q2
$490,609.85
$84,852.13
$91,326.24
$10,866.25
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, 48 owner -
occupancy recertification letters were mailed and 36 were returned and processed. This
number includes letters sent from previous months. Staff also conducted a total of 12
inspections during this quarter.
Density Bonus Agreements
The California Density Bonus law allows developers proposing five or more residential
units to request incentives or concessions 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. As of the date
of this report, the City of Santa Ana has entered into the following Density Bonus
Agreements:
Date of
Agreement
Housing Development
Address
Affordable Units
415 rental units restricted
October 2018
Metro East Senior Park
2222 E. First St.
for very low income and
low income or senior
tenants
2110, 2114, and 2020
547 rental units restricted
August 2018
First Point I & II Apartments
E. First St.
for very low income and
low income tenants
92 rental units restricted
February 2019
Legacy Square
609 North Spurgeon St.
for very low income and
low income tenants
11 rental units restricted
November 2019
The Rafferty
114 & 117 E. Fifth St.
for very low income
tenants
801, 807, 809,
16 permanent supportive
December 2021
FX Residences
and 809 /2
housing units
East Santa Ana Blvd
June 2022
WISEPlace
1411 N. Broadway
47 permanent supportive
housing units
Brandywine Acquisition
4 townhomes restricted for
August 2022
Group
1814 & 1818 E. First St.
sale to moderate -income
buyers
Housing Division Quarterly Report
February 6, 2024
Page 5
October 2023 Unison Real Estate Group 1212 E. 4t" St. 1 rental unit for Very Low
Income
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
Developer
Housing Development
Estimated Total Fees
Agreement
Address
Due
December 2021
Shelter Providers of
802, 809, 809'/z East
$510,000
Orange County
Santa Ana Blvd.
July 2022
Washington Santa Ana
1126 &1146 E.
$652,717
Housing Partners
Washington Ave.
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.
Housing Division Quarterly Report
February 6, 2024
Page 6
Program Updates
This project has met many critical milestones over the course of Quarter 2 (Q2). The
City of Santa Ana Rent Stabilization Division hired a Division Manager to oversee the
program. This is the first position filled within the Division. The City will continue to work
with RSG, Inc. on the long-term implementation of the Ordinance while working on
hiring staff and developing a team to continue to provide service to our community.
The City of Santa Ana Rent Stabilization and Just Cause Eviction Ordinance requires
landlords to register their rental units with the City. The deadline for rental registration
was December 31, 2023. Staff provided in person and over the phone support to
landlords with the rental registry process. Under the "Ordinance" Section 8-3147,
property owners may file a property exemption. Staff reviewed and processed 859
property exemptions before December 31, 2023, ensuring a smooth and efficient
process. During this quarter period, 18 petitions were received from tenants and
landlords. Staff reviewed all of the 18 petitions.
Staff conducted a series of virtual workshops to assist landlords with completing the
registration process in the Rental Registry. In Q2, staff conducted the last workshop of
the series by providing one (1) informational workshop for property owners.
In addition to the progress made towards the long-term implementation of the Rent
Stabilization Program, staff has continued to serve the community in the following ways
throughout Q2:
• Reviewed and revised the rental registry portal by improving features for ease of
use.
• Reviewed and made continuous improvements to the layout, content, and forms
on the Renter Protections webpage for easier access and understanding.
• Fielded calls and emails from the public and provided information, referrals, and
education to renters and property owners on the City's Ordinance.
• Provided walk-in assistance to answer questions from property owners and
assist with the Rental Registry at the Santa Ana WORK Center at 801 W. Civic
Center Drive, Suite 200, Santa Ana, CA 92701.
• Currently accepting applications for appointment of the Rental Housing Board.
• Two new board members were appointed to serve on the Rental Housing Board.
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:
Month
# of Inquiries
October 2023
870
November 2023
549
December 2023
690
Total
2109
Housing Division Quarterly Report
February 6, 2024
Page 7
Staff also conducted one (1) workshop for property owners to assist with navigating the
Rental Registry:
Month
# of Registrants
October 5, 2023
21
Total
21
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 38,238 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 December
31, 2023.
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 $29,277,446 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
2009-2018
FY
18/19
FY
19120
FY
20/21
FY
21 /22
FY
22/23
FY
23/24
$10,563,306
$7,236,945
$0
$3,709,875
$6,933,320
$0
*$834,000
*On October 17, 2023, the owner of The Met paid $834, 000 in in -lieu fees based upon their Development Agreement.
Housing Division Quarterly Report
February 6, 2024
Page 8
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 or Program
Inclusionary Housing
# of Units
Address
Funds SPENT
Santa Ana Arts
$4,775,000
57
1666 N. Main Street
Collective
La Placita Cinco
$1,300,000
50
2239 West 5th Street
The Link Interim
$7,893,866
N/A
2320 S. Redhill
Emergency Shelter
Avenue
Archways Santa Ana
2530 and 2534
(formerly called
$1,514,113
84
Westminster Avenue
Westview House)
Habitat for Humanity
"Lacy
$565,271
2
826 N. Lacy Street &
& Vance"
830 N. Lacy Street
WISEPlace Steps to
Independence Public
$90,000
N/A
N/A
Service Program
Down Payment
$800,000
9
N/A
Assistance Program
TOTAL
$16,938,250
202
Project
Inclusionary Housing
# of Units
Address
Funds COMMITTED
Habitat for Humanity
"Washington
$2,200,000
6
W. 1921 WWashington
Street"
Ave.
Down Payment
$1,697,021
N/A
N/A
Assistance Program
TOTAL
$3,897,021
6
Affordable Housing Development Projects
There are six (6) 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 Homeownership Opportunities was issued on October 19,
2023 and the first review deadline was on December 15, 2023. One proposal was
received and it is currently under review.
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.
Housing Division Quarterly Report
February 6, 2024
Page 9
City / Authority
Funds
CDBG ($1,687,047); Eight -nine (89) Project -Based Vouchers (PBVs)
consisting of 34 HUD-VASH PBVs and 55 regular PBVs.
During this quarter, construction activities include insulation, drywall, paint
cabinets completion in building C. Building A drywall and insulation and
interior work is in progress. Plan changes have been implemented for
Framing, Grading, Fire Sprinklers, planter walls and corresponding drainage
and landscaping and added shade structure. The clarified Solar underground
Update
work commenced along with added Future EV ready connections and
landscape irrigation work. Transformer has been set and energized. Electrical
trim is underway in units. Flatwork is nearing completion. Cabinets are in
progress as well as stucco work in building A. The current schedule is subject
to change pending approvals from the city on our plan revisions. Completion
is anticipated for March 2024.
Archways Santa Ana (2530 Westminster Avenue) (Formerly called Westview House)
Developer
Community Development Partners with Mercy House as the service provider
New construction of an affordable multifamily apartment development
consisting of 84 units of both large family and PSH units and one (1)
Description
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
Inclusionary Housing ($1,514,113), HOME Investment Partnerships Program
Funds
($2,003,705), Rental Rehabilitation Program ($386,523), and twenty-six (26)
Mainstream Program PBVs
Installation of cabinets and finish carpentry is occurring through late January.
The final work order from SCE was received on 12/20. Since then, Walton
has met with SCE for a pre -trenching meeting regarding providing power to
the building. SCE's protocol continues to result in delays and may not allow
them to energize the buildings until mid -March at the latest. We are working
Update
with SCE and are pushing to have this occur closer toward the end of
February. We still expect to welcome residents in April of this year. The team
is also holding meetings with SoCalGas, Spectrum, and AT&T for additional
utility coordination. We held our first lease -up meeting with FPI on 1/8, and
they are gearing up to make the project website live within the next two
weeks. Construction is expected to be complete by early March 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
New construction of a 100% affordable multifamily apartment complex
Description
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.
HOME Investment Partnerships Program (HOME) ($3,007,489),
City / Authority
Neighborhood Stabilization Program ($1,637,420), sixty-five (65) year ground
Funds
lease agreement for 1126, 1136, and 1146 E. Washington Avenue (Appraised
Value as of September 22, 2019: $4,108,136) and fifteen 15 PBVs
Housing Division Quarterly Report
February 6, 2024
Page 10
The project is 80% complete. The contractor is working on installing flooring,
trims, and hardware for building 1136 and installing cabinets, painting
kitchens and baths, and preparing to remove scaffolding in building 1146. The
Update electronic lottery for the general affordable units has been conducted and the
property management team is contacting applicants to schedule interviews.
The developer continues to work with the Corporation for Supportive Housing
and Orange County staff to begin the referral process for the permanent
supportive housing units.
Habitat for Humanity (826 N. Lacy and 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 /o AMI.
City / Authority
Inclusionary Housing ($565,271) and a 99-year ground lease agreement for
Funds
416 Vance Street and 826 N. Lacy Street (Appraised Value as of Oct 25,
2018: $578,000
During Q2, both homes underwent final inspections. The two-story Victorian
(826 N. Lacy) home passed all final inspections and received completion sign -
off. The family closed on their mortgage loan at the end of November and
moved in December 2023.
The one-story Craftsman (416 Vance St. now 830 Lacy St.) home has
received sign -off on most inspections and is pending sign -off from the
Planning and Building Agency. These inspections have been scheduled for
January 2024. The family for this home is anticipated to have loan approval
Update
and closing by the end of February or early March 2024 at which time they
will move in.
The street light post for this project will be installed in late February
2024. Edison's demand for concrete light posts has impacted the supply and
caused delays.
Habitat continued to engage volunteers through Q2. From the beginning of
the project to date, there have been 1,304 unique volunteers with a total of
24,000 hours.
WISEPIace Permanent Supportive Housing 1411 N. Broadway)
Developer
Jamboree Housing Corporation with WISEPIace as the co -developer and lead
service provider
Description
Adaptive reuse and new construction of the WISEPIace building to provide 47
permanent supportive housing units, and one (1) manager's unit.
City / Authority
Funds
HOME -American Rescue Plan ($5,256,327); Twenty-five (25) PBVs
The developer closed on their construction loan financing and began
Update
construction in March 2023. The slab was poured on October 13, 2023. The
construction crew is currently working on rough mechanical, electrical, and
plumbing and installing a new fire hydrant on Broadway. The project is over
Housing Division Quarterly Report
February 6, 2024
Page 11
90% bought out and working on submittals while framing is completed. The
expected construction completion date is November 2024.
FX Residences 801, 809, 809 % 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
Housing Successor Agency ($1,656,947), three (3) PBVs, 99-year ground
Funds
lease agreement for 801 E. Santa Ana Blvd. (Appraised Value as of Oct 25,
2018: $788,000
Block wall completed the week of 10/6. The second -floor framing began the
week of 10/10 and was completed the week of 11/3. Rough electrical and
sprinkler began 11/13 and is slated to be complete in the first weeks of
January. Roofing began on 11/20 to be completed in the 2nd week of
Update
January. The developer worked with OCFA and the City's Public Work
Agency on relocation of the underground water pump, completed first week
of January 2024. Windows were installed in December. The developer had
the site waterproofed by the end of December to avoid rain delays during the
potential rainy season. Completion of the project is estimated by in May 2024.
Projects in Pre -Development
Habitat for Humanity (1921 W. Washington Avenue)
Developer
Habitat for Humanity of Orange County
Description
New construction of three (30) duplexes / six (6) homes for homeownership
servinghouseholds up to 80 /o AMI.
City Funds
Inclusionary Housing Funds ($2,200,000)
Habitat worked through the City's comments following their second
resubmittal. Habitat submitted responses in December 2023. With a delay in
Update
demolition, volunteers came together for a site cleanup and removed excess
growth that could have become a safety risk. A demolition permit was pulled,
and the demo is scheduled for January 2024.
Richard Lehn Intergenerational Housing (918 N. Bewley Street) (Formerly Bewley Street
Intergenerational Housing Project)
Developer
Illumination Foundation
Description
Rehabilitation of 2 two-story residential buildings into eleven (11) rental units
for homeless transitional -age youth and senior citizens.
City Funds
Homeless Housing, Assistance and Prevention (HHAP) ($2,021,319); Eight
(8) PBVs
CalOptima awarded $3 million for the purchase and rehab of the project. The
second Sunshine Ordinance meeting was held in October. The developer has
Update
provided all the follow-up information requested by the City's Planning and
Building Agency and is currently waiting on a response. The developer is also
working with the City's consultant on their NEPA environmental review. Head
Start started the remodel of the pre-school.
Housing Division Quarterly Report
February 6, 2024
Page 12
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: Tom Hatch, Interim City Manager
Exhibit 1
Available Funds for Affordable Housing Development Projects
As of December 31 st, 2023
Housing Successor Agency (Housing Authority)
$3,964,706 Cash on Hand
($165,695) Frances Xavier Residence Project Pre -Commitment Loan
($250,000) Administrative Costs Allowance 2
($3,228,742) 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
$9,278,075 Cash on Hand
($1,697,021) Down Payment Assistance Program s
($56,527) Lacy Street Project Grant 7
($151,411) Westview House Loan 8
($37,500) Westview House Project Cost
($2,200,000) 1921 W. Washington Project Pre -Commitment 13
($2,112,076) Administrative Costs Allowance (CDA/PBA)
$3,023,540 Available Funds
HOME Program
$8,861,752 Funds to Drawdown
($300,749) Crossroads at Washington Loan 10
($200,371) Westview House Loan 8
$8,360,632 Available Funds to Drawdown
HOME -American Rescue Plan Program (PSH Projects Only)
$1,464,630 Funds to Drawdown
($1,464,630) WISEPlace PSH Loan 12
$0 Available Funds to Drawdown
CDBG Program (Acquisition/Rehabilitation Projects Only)
$4,690 Funds to Drawdown
$4,690 Available Funds to Drawdown
Rental Rehabilitation Grant Program
$49,063 Cash on Hand"
($38,652) Westview House Loan $
$10,411 Available Funds
$11,399,273 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.
' Funds to be set aside for compliance and monitoring requirements due to uncertainty of future repayment revenues.
° 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).
s Approved by Housing Authority on July 20, 2021.
e $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.
Approved by City Council/Housing Authority on March 5, 2019. Additional $333,777 approved by City Council on April 6, 2020,
s Approved by City Council on May 17, 2022.
10 Approved by City Council on June 21, 2022.
11 Old program income available after close out of program with HUD.
12 Approved by City Council on March 7, 2023,
13 Approved by City Council on November 15, 2022.
EXHIBIT 2
Current Affordable Housing Development Project Timelines
Projects under Construction
Estrella Springs — 1108 N. Harbor (Formerly called North Harbor Village)
Mar 19 Start of design development
Mar 19 Applied to FHLBSF for AHP Financing ($890,000)
Mar 19 Award of VASH Vouchers & City Loan by City Council (89 Vouchers and
$1,687,047)
Mar 19 Start environmental approval process with City of Santa Ana (CEQA/NEPA)
Mar 19 Applied for Home Depot Grant ($500,000)
Jun 19 CEQA / NEPA Approval — City of Santa Ana
Jun 19 AHP Award Date ($890,000)
Aug 20 Applied to HCD for MHP 1st Round Funding ($13,316,412)
Dec 19 Notified project did not receive 1st Round MHP funding
Feb 20 Applied to HCD for VHHP Funding ($10,000,000)
Mar 20 Applied to HCD for MHP 2nd round funding
Mar 20 Applied to OCHFT Financing ($2,292,920)
May 20 Notified project did not receive 2st Round MHP funding
May 20 Received OCHFT funding award ($2,292,920)
Jun 20 Received VHHP funding award ($10,000,000)
Jun 20 Submitted Plans for Ministerial Design Approval
Jun 20 Applied for CDLAC tax-exempt bond allocation ($24,000,000)
Jul 20 Applied for TCAC 4% competitive state and federal tax credits ($9,896,911)
Sept 20 CDLAC Allocation
Nov 20 Ministerial Design Approval (upon completion of community meeting on
11 /4/2020)
Oct 20 TCAC Allocation
Oct 20 Start construction documents for rehab
Nov 20 Submit first plan check
Dec 20 Awarded Home Depot Grant
Jan 21 Receipt of first plan check comments
Jan 21 Submit second plan check
Feb 21 Receipt of second plan check comments
Feb 21 Submit third plan check
Mar 21 Received permit ready
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
Page 1
EXHIBIT 2
Aug 23
Elevator
Sept 23
Plan resubmittal/Plan Coordination
Oct 23
Roof/Drywall
Nov 23
Complete Flooring
Jan 24
Stucco
Jan 24
Interiors/Fixtures & Appliances/
Jan 24
Lease up
Jan 24
Scaffold finishes
Mar 24 Final Cleaning
Mar 24 Grading/Paving for parking lot and site work
Mar 24 Construction Completion
Jun 24 Full Occupancy
Archways Santa Ana — 2530 Westminster Ave (Formerly called Westview House)
Oct 19 City of Santa Ana RFP submittal
May 20 OC 2020 Supportive Housing NOFA Submittal
Dec 20 OC 2020 Supportive Housing NOFA award
Jan 21 City of Santa Ana PBV Award
Jan 21 Construction/permanent debt commitments
Jan 21 Receive Entitlements
Jan 21 No Place Like Home application
Mar 21
OCHFT application
May 21
OCHFT Award
Jun 21
No Place Like Home commitment
Sep 21
CDLAC/TCAC 4% application
Dec 21
CDLAC/TCAC 4% award
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
Jan 24
Lease Up
Mar 24
Construction complete
Jul 24
All units Leased
Dec 24
Perm Debt Conversion
Page 2
EXHIBIT 2
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 — 15t 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
Implementation Plan under review
Apr 22 DTSC ECRG Full Application
Jul 22 DTSC ECRG Award
Jul 22 City issues permit ready letter
Jul 22 Construction finance closing/Start construction
Nov 22 Building foundation complete
Dec 22 Framing began
Aug 23 Interior work, installation of cabinets & doors for Building 1136
Sept 23 Installing the insulation and hanging drywall on Building 1146
Nov 23 Lease up Wait list open
Jan 24 Lease up Interviews
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
Page 3
EXHIBIT 2
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
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-IaunchHomebuyer outreach
May 23 Interior paint completed
Jun 23 Porch-flatwork, interior door installation and cabinetry installation
Jul 23 Painting completion
Jul 23 Homebuyer application review and selection
Jul 23 Gas pressure test inspection
Aug 23 Roofs finished
Aug 23 Water meter release (Backflow device inspection)
Aug 23 Electrical meter release
Sep 23 Families income qualified as moderate -income families and meet the City
program ratios
Sep 23 Street improvements (curbs, asphalt, and ADA ramp)
Sep 23 Solar inspection
Sep 23 Orange County Fire Authority Final inspection
Sep 23 SCE trench inspection
Sep 23 Faatwork completed
Sep 23 Family Dedication Day Ceremony
Oct 23 Construction Completion
Nov 23 Police Final Inspection and sign off
Nov 23 826-Planning final inspection and sign off
Page 4
EXHIBIT 2
Nov 23
826-Public Works final inspection and sign off
Nov 23
826-Building final inspectionand sign off
Nov 23
826-Compliance final inspection and sign off
Dec 23
826- Homeowners move in
Jan24
830-Planning final inspection and sign off
Jan 24
830-Building final inspection and sign off
Jan 24
830-Compliance final inspection and sign off
Feb 24
Street Light Pole installed
Feb/Mar 24 Homeowners move in
WISEPIace 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
Jan 23 Closing Kick Off
Mar 23 Receive grading permit and building permit ready letter
Mar 23 Construction loan closing
Mar 23 Pull Permits and start construction
Apr 23 Site Demolition
Jun 23 Groundbreaking Ceremony
Jul 23 Storm drain system complete
Aug 23 Concrete footings & Columns Complete
Page 5
EXHIBIT 2
Sept 23 Structural Framing on Existing Building Complete
Oct 23 Concrete pour ground floor slab on grad complete
Nov 23 Podium Complete
Jan 24 Framing Second to Fourth Floors Complete
Mar 24 Roof Framing CompleteJun 24 Dry In Complete
Nov 24 Construction Complete
May 25 100% Full occupancy (6 months)
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
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 1 st 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 CaIHFA/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
Aug 23 Grading, trenching and forming underway
Sept 23 Foundation poured.
Oct 23 Block Wall along North property line completed.
Oct 23 First floor framing begun
Nov 23 1 st and 2nd floor framing complete
Dec 23 Roofing
Jan 24 MEP Inspection
o
EXHIBIT 2
Jan 24
Drywall Texture
Jan 24
Solar Start
Jan 24
Scaffolding down
Feb 24
Water main and storm drain work to begin.
Feb 24
Cabinetry Install
Feb 24
Electric Finish and Grade Finish
Mar 24
Landscape start a
Mar 24
Solar Finish
Mar 24
Landscape finish
Mar 24
Flooring finish
Apr 24
Electric meter and appliance install
Apr 24
Final Paint Start
Apr 24
Final Paint Finish
May 24
Certificate of Occupancy
Projects in Pre -Development
Habitat for Humanity — 1921 Washington Avenue
Dec 21 Habitat for Humanity OC closed escrow on property
Aug 22 Subsidy Approval from Community Development Commission
Nov 22 Subsidy Approval from City Council
Dec 22 Submit Demo Permit Application
Jan 23 Demo Permit Issued
Feb 23 Submit Site Plan Review Application
Mar 23 First Sunshine Ordinance Meeting
Apr 23 Geological Soils Testing
May 23 Second Sunshine Ordinance Meeting
Jun 23 Second Sunshine Ordinance Meeting report submitted
Jun 23 Responses to comments received submitted
July 23 Comments from second submittal received
Meeting with Planning to discuss comments and density bonus waiver
requests
Aug 23 Meetings with Public Works to discuss comments and density bonus
waiver requests
Sep 23 Meetings with Public Works to discuss comments and density bonus
waiver requests
Oct 23 Submit responses to comments from July 2023
Nov 23 Demolition Permit
Nov 23 Site Clean up
Jan 24 Planning Department ApprovalSubmit Grading / Non -Priority WQMP
Jan 24 Demolition of existing structuresSubmit Architectural Plans at Risk
Feb 24 Planning Commission ApprovalGroundbreaking Ceremony
Mar 24 Submit Grading/Non —Priority WQMPBuilding Permit issued
Mar 24 Groundbreaking CeremonyBegin Foundation Construction
Mar/Apr 24 Building Permit IssuedFraming Ceremony
Mar 24 Begin Foundaton Construction Complete Rough Inspections
Page 7
EXHIBIT 2
Apr 24 Framing Ceremony
Mar 25 Framing Rough Inspections
Mar 25 Construction Completion
Richard Lehn Interaenerational Housina — 918 N Bewlev St.
Nov 22
City of Santa Ana RFP submittal
Nov 22
Design development
Apr 23
Submitted Plans to Planning Division
Jun 23
Community Development Commission approval of Pre -Commitment
Letter
Jul 23
City Council approval of Pre -Commitment Letter
Aug 23
CalOptima HHIP funding application($3,000,000)
Sept 23
Start environmental approval process (NEPA)
Sept 23
Sunshine Ordinance Community Meeting 1
Oct 23
Sunshine Ordinance Community Meeting 2
Oct 23
Planning Division approval to proceed with plan check
Oct 23
Received CalOptima HHIP funding ($3,000,000)
Dec 23
NEPA EA approval
Jan 24
Building Division approval
Jan 24
City Council final approval
Jan 24
Pull construction permit
Feb 24
Start construction
Feb 24
Demolition
Apr 24
Rough framing complete
Jun 24
MEP complete
Jul 24
Construction complete
Aug 24
Commence Lease Up
Oct 24
All units leased