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Home My WebLink About FULL PACKET_2006-01-03 REQUEST FOR COUNCIL ACTION ~ ~ CITY COUNCIL MEETING DATE: CLERK OF COUNCIL USE ONLY: JANUARY 3, 2006 TITLE: APPROVED o As Recommended o As Amended o Ordinance on 1 st Reading o Ordinance on 2nd Reading o Implementing Resolution o Set Public Hearing For APPOINTMENT OF MEMBER TO THE SANTA ANA WORKFORCE INVESTMENT BOARD "') i ,~;-"-r ,/7~2~ CITY MANAGER CONTINUED TO FILE NUMBER RECOMMENDED ACTION Appoint Philip Campanelli to the Santa Ana Workforce Investment Board. DISCUSSION On March 6, 2000, the City Council adopted a resolution establishing the Santa Ana Workforce Investment Board (WIB) and appointed 33 members. In accordance with the federal legislation, a majority of the Board and the Board Chair must come from the private sector. The remaining Board seats represent education, non-profit organizations, one-stop mandated partners and local labor organizations. Currently there are four vacancies on the Board consisting of two private sector seats, one labor seat, and an economic development seat. After an extensive recruitment campaign and interview process, the WIB is recommending this candidate for appointment to the Board. The private sector nominee is Philip Campanelli, General Manager of the Embassy Suites Hotel. Mr. Campanelli's resume and nomination form are attached (Exhibit 1). Staff will continue to work to fill the remaining three vacancies on the Board. 138-1 Appointment of Member to the Santa Ana Workforce Investment Board January 3, 2006 Page 2 FISCAL IMPACT Th~~f~t_associated with this action. Patricia C. Whittaker Executive Director Community Development Agency PCW/FJ/mlr H:\ACTIONS\2006 CC\ApptmtMemberstoSAWorkforcelnvestBoard -1-3-06.doc 138-2 PHILIP D. CAMPANELLI 29212 Ridgeview Drive Laguna Niguel, California 92677 (949) 495-2181 Home (714) 697-6709 Cellular philcamp97@aol.com PROFESSIONAL EXPERIENCE 2002-Present Windsor Capital Group, Inc. GENERAL MANAGER Embassy Suites Hotel/Orange County Airport North Santa Ana, California 300 suites with 10,000 square feet of meeting space Joint role as General Manager and Director of sales for the first year. Grew Senior Sales Manager to Director of Sales and recruited two top Area Sales Managers. Converted hotel from manual to Delphi Sales and Catering systems. Major accomplishments include: o Increased RevPar from $71.21 to $91.66 (28%) o Moved GOP 24% in three years o Raised Internal Audit to the highest in the company in 2003 o Personal Sales Calls on Key Accounts to drive incremental revenue 1994-2002 Interstate Hotels & Resorts GENERAL MANAGER Hilton Irvine/Orange County Airport Irvine, California 1996-Present 289 guest rooms with 30,000 square feet of meeting space Successfully repositioned hotel from Radisson to Hilton and directly supervised $4.5 renovation to entire hotel. Major accomplishments include: o Increased RevPar from $50.72 to $75.15 (48%) o Moved GOP 34% in three years o Grew Employee Opinion survey from 70% to 87% overall satisfaction o Raised Internal Audit from 65% to 90% (Highest score of230 hotels) o Reduced Outstanding Accounts Receivable from 80% past due to 20% current o Improved Customer Service Scores from 68% to 89% overall satisfaction GENERAL MANAGER/Regional Trainer Quality Suites Orange County Airport Santa Ana, California 1994-1996 177 two-room suites Responsible for overall operation of this all suite hotel. Major accomplishments include: o Moved RevPar 16% o Negotiated preferred hotel status with Walt Disney Travel o Increased GOP 5% 1990-1992 Hotel Systems International General Manager Grand Hotel Anaheim California 250 guest rooms with Dinner Theater and 20,000 square feet of meeting space Originally hired to manage hotel and close the operations as per sale to Disney. The sales contract was cancelled and the focus changed. Major accomplishments include: oRe-established relationship with Anaheim CVB to house city-wide attendees. o Negotiated preferred hotel status with Walt Disney Travel o Attended POW WOW and booked over $500,000 in tour and travel series EXHIBIT 1 138-3 PHILIP D. CAMPANELLI 1989-1990 Holiday Inn General Manager Buena Park, California 246 guest rooms with 13,000 square feet meeting space Employed by Resolution Trust Corporation to re-position hotel for sale. Major accomplishments include: o Negotiated preferred Australia and New Zealand FIT contracts. o Managed $1.5 million renovation to guest rooms and public space. o Increased local corporate business 10% 1987-1989 Doubletree Hotels Resident Manager/Risk Manager Costa Mesa, California 1988-1989 484 guest rooms with 36,000 square feet of meeting space o Saved hotel over $100,000 in outstanding worker's compensation claims through aggressive claims management and return to work policies. General Manager Santa Ana, California 1987 - 1988 177 rooms 1979-1987 Laral Hotels, Inc. San Luis Bay Inn General Manager A vila Beach, California Resident Manager Banquet Manager Food and Beverage Operations 77 room resort hotel, gold course, club house and local membership Responsible for overall operation of this four star, four diamond resort. Opened Restaurant and Bar at Golf Course, Initiated local tennis membership and Golfpackages. AWARDS General Manager of the Year, Meristar Hotels General Manager of the Year, CapStar Hotels Norm Report (Best GOP variance over budget) Paul W. Whetsell Exceeding Expectations Service Award Best Operating Profit, Limited Service Hotel CapStar Hotels Award of Excellence - Cleanliness & Maintenance 2000 1997 1997 1997 1995 1995 PROFESSIONAL AFFILIATIONS Cypress College - School of Business Advisory Board Skal Club of Orange Coast - Past President Share Our Selves - Board of Directors Anaheim Convention and Visitor's Bureau - Alternate Director Destination Irvine - Founding Board of Directors California Hotel Motel Association - Resort Committee - Charter Board of Directors EDUCATION Bachelor of Science University of La Verne Business Administration 1989 La Verne, California EXHIBIT 1 138-4 N 0 -- C") 0 -- """ 0 '0 a.> CJ) .::;; a.> 0:: ...... I-< - <J:l Q) - Q) Ol) Q) ..... CI:S 0 $:I ...... CI:S ;::l $:I ...... lrl lrl lrl ~ r/J CI:S - 0 0 0 ::E CI:S <J:l <J:l <J:l <J:l <J:l <J:l --- --- --- >. ..... Q) Q) Q) Q) Q) Q) C"l 00 00 ...... <J:l ~ 0.. >< >< >< >< >< >< ...... C"l ...... <J:l --- --- --- U CI:S <J:l 0 0 ...... I-< 0 - 'S Q) ::I:: - - ...... ...... $:I ,J:i Q) A-. ~ d ~ <:lJ ~ ..... E2 .... .~ ~ ~ -< .... ~ ~ ~ C <:lJ ..... ;:. :;:: <:lJ Z ~ ~ '" 0 ~ ;.... ~ ~ <:lJ <:lJ ~ .... ~ ~ U 'i::: .... ..... ~ ~ ~ ;.... ~ ~ ~ a ..... ~ ~ t: <:lJ OJ rJ'J. ..... <::> ;:. $:I ~ ..... I ~ Q) .... x B ..Q ~ '" ..... w ~ :;:: <:lJ $:I == ...... <::> ~ Q) s .e., B 00. S <::> ~ 0 ~ - $:I CI:S t: ...... u ~ 0 ~ Q) ~ <:lJ 0.. ~ S ..t::) ~ ~ ~ ...... CI:S ~ ..... 1:5 <:lJ - ~ ~ ~ ...... CI:S CI:S U ~ Q) r/J <:lJ .e., S ~ ~ <J:l $:I ~ <J:l ~ 0 Q) ...... .... ~ ..... t: u U <J:l ~ ~ .c u Q) ~ <:lJ 0 0 $:I ~ ..t::) ~ 'C - Q) a ~ ...... ~ 0 $:I i3 <:lJ U ,J:i ...... 0 ~ I-< Q) ..... <J:l <J:l Q) I-< ::: '" r.8 u ~ $:I I-< ~ 0.. ~ ~ ::: $:I Q) Q) 0 ,J:i CI:S < Q) $:I Q) 00 ...... s ...... ~ ...... 0 'C $:I ~ ..... ...... :> ~ :> ..... 0 ~ Q) ...... $:I ,-.., Q) ...... g- o ~ ~ ;.... Q) ~ Q) ~ ~ ,J:i ~ ~ CI:S ..... ..... ;.... ~ $:I B d S u '[i <J:l t: ~ tI:l ...... ~ ~ U <J:l 0 ~ -Q) S $:I I 0 Q) 0.. ~ ...... $:I >. - $:I ~ Q) 0 0 '"0 - g- :j:j z 0 0 u Q) Ol) ~ :;:: 0.. c: ...... ...... ;; ::: $:I ...... ~ ~ ~ - <J:l :;:: <:lJ S ~ 0 Q) 0 .- ~ u g- o.. S ~ - 0 <:lJ S U S - Q) Q) ...... ..... ta ~ ~ ::: ~ a.> CI:S ..; S 0 ::: ..... 0 z Q) u '"0 ::: $:I ~ <::> U Q) ...... Q3 $:I u ;::l '"0 Q) $:I '" 'S; u CJ) 0 S <J:l B <::> <:lJ $:I .... >. ::: ..... 0 ;; 0 '" Q) Q) a.> ;; ~ ...... $:I ..... <:lJ ~ .~ ~ ;::l ..0 0 ..... Q) ...... Q) 0 0.. <J:l .c .q ~ s ~ r--. ..... U E Q) S" "-" <J:l 0 Q) >< ;::l <J:l a.> S ~ .g I-< ;.::::: - ;::l r--. U Co .c E <J:l fr :0 ...... <J:l ~ ~ Q) CI:S 0 ..... CI:S ~ 0 Q) >< ...... >< ...... $:I ~ ...... z U E-< ...... ::I:: ~ < u ~ ~ U .;:: - co E I 138-5 138-6 MEMORANDUM ~f'ft. ~~ ~ I~ f City Council Meeting Date: January 3, 2006 To: Date: December 15, 2005 From: ineer is Reviewin Final Tract Ma No. 16738 for Approval Pursuant to Section 34-183 of the Santa Ana Municipal Code, this memo provides notice that the City Engineer has received Final Tract Map No. 16738 (City Tract Map No. 2005-01), for 1516, 1518, 1520, 1522, 1526 and 1528 East Warner Avenue (Exhibit I), from the owner, CTF4 - Brookhollow, LLC, and is in the process of reviewing the map for final approval. The Tentative Tract Map No. 16738 was approved by the City Council on May 16, 2005. The City Engineer shall approve or disapprove this map within 10 days after the City Council meeting of January 3, 2006. cc: Mayor and City Council City Manager Deputy City Manager of Development Services Clerk of the Council T:IDevelopment ServlceslSubdivisionlMemoslFinalTractMap16738Review Notice01_03_06 _ lL.doc 17 A-1 EXHIBIT I I________~RNER~VENU~_________ I ... ~ u on o .... .... o z ----------------- -- -- - -- - ---- -............ ~............. ... " ~" , "" ~'\-" .- , ",'" '\'-/'" /'" ./'" ,,'" v" /'" \\ \ \ \\ , I I I : /Ij ,I, / I ' /1/ , / NOT A PART I I I 'I' / " , I I I /// I ;{/ / ,~/ / /~I I /~., // '''~'' " /~~I " /~., // ,-8'7 "/ 7 ,," ,," " I " w/ TITLE: TRACT 16738 1516.1518.1520.1522.1526 AND 1528 E.WARNER AVENUE' 17A-2 REQUEST FOR COUNCIL ACTION ~ ~ CITY COUNCIL MEETING DATE: CLERK OF COUNCIL USE ONLY: JANUARY 3, 2006 TITLE: APPROVED o As Recommended o As Amended o Ordinance on 1 st Reading o Ordinance on 2nd Reading o Implementing Resolution o Set Public Hearing For APPROPRIATION ADJUSTMENT FOR STATE URBAN PARKS AND HEALTHY COMMUNITIES PROGRAM FOR STADIUM TURF PROJECT ~'{) .) 1/ ' /j \ i !. f " i .' / // 0. ,. /', ," ./' ;' i/~l<! .'.....,------,. L-v,-, ~;:....../ , . ,\ CITY MANAGER CONTINUED TO FILE NUMBER RECOMMENDED ACTION Approve an appropriation adjustment recognizing $900,000 in State of California Urban Parks and Healthy Communities Program grant funds in revenue account (account no. 169-01-5380) and appropriate same to the State Urban Parks and Healthy Communities Program expenditure account (account no. 169-271-6631). DISCUSSION The Parks, Recreation, and Communi ty Services Agency was successful in receiving a $900,000 Urban Parks and Healthy Communities Program grant from the State of California Department of Parks and Recreation for the installation of synthetic turf at the Santa Ana Stadium. The proj ect includes removal of the natural turf, installation of a drainage system, and installation of synthetic turf on the Eddie West field at the Santa Ana Stadium. Matching funds in the amount of $300,000 are available in the Park Acquisition and Development fund and grant funding awarded by the Metropolitan Water District. FISCAL IMPACT The appropriation adjustment Communi ties Program revenue expenditure account (account no. will enhance the Urban Parks and Healthy account (account no. 169-01-5380) and 169-271-6631) by $900,000. and Community APPROVED AS TO FUNDS AND ACCOUNT: \~ . .~ ,/ ~\\C'\ \,'{,~ \. \~ I '-'-' \ - :-\- _ - - @( Franci~co G~tierrez n . Execut1ve D1rector, X~' Finance and Management Services Agency 20A-1 20A-2 REQUEST FOR COUNCIL ACTION ~ ~ CITY COUNCIL MEETING DATE: CLERK OF COUNCIL USE ONLY: JANUARY 3, 2006 TITLE: APPROVED o As Recommended o As Amended o Ordinance on 1st Reading o Ordinance on 2nd Reading o Implementing Resolution o Set Public Hearing For APPROPRIATION ADJUSTMENT RECOGNIZING REVENUE FROM ADELPHIA CABLEVISION OF SANTA ANA ,'~~ '1 c;,.t:;;h,Z~ ITY MANAGER CONTINUED TO FILE NUMBER RECOMMENDED ACTION Approve an appropriation adjustment recognizing $590,000 in Ade1phia Cablevision of Santa Ana revenue in the Recreation Special Fees and Donations revenue account (account no. 022-01-5799) and appropriate same to the Recreation Special Fees and Donations expenditure accounts (account no. 022- 231-various) . DISCUSSION This fiscal year, the Parks, Recreation and Community Services Agency received $590,000 from Ade1phia Cab1evision of Santa Ana that will be used to support the equipment and programming needs of City Channel 3 and the Council Chambers control room. The $590,000 is comprised of the following three payments from Ade1phia: (1) a $450,000 capital grant to purchase equipment that supports the public access, education and government (PEG) programming and technical support; (2) a $135,000 franchise fee liability payment that will be used to provide video production staff to televise Ci ty Council meetings, as Adelphia no longer provides this service; and, (3) a $5,000 transfer fee collected when the cable franchise was transferred from Ade1phia to Time Warner. This money will be used to provide the needed cooling and air circulation in the Council Chambers control room. FISCAL IMPACT This appropriation adjustment will recognize $590,000 in the Recreation Special Fees and Donations revenue account (account no. 022-01-5799) and appropriate same to the Recreation Special Fees and Donations expenditure accounts (account nos. 022-231-various) rJ APPROVED AS TO FUNDS AND ACCOUNTS: c?a-nd~ ~-I~ <::...::> /' ~ Gerardo Mouet Executive Dire tor Parks, Rec. and Com. Svcs. Agency d~Francisco Gutierrez -U Executive Director Finance & Management Svcs. Agency 208-1 208-2 REQUEST FOR COUNCIL ACTION ~ ~ CITY COUNCIL MEETING DATE: CLERK OF COUNCIL USE ONLY: January 3, 2006 TITLE: CONTRACT AWARD FOR INSTALLATION OF WIRING (SPEC. NO. 05-123) APPROVED o As Recommended o As Amended o Ordinance on 1 st Reading o Ordinance on 2nd Reading o Implementing Resolution o Set Public Hearing For CONTINUED TO -- (L ,._ E ,",,/ ) ) . /1, // 1/( ~J-t:.-<.. {._ __'. FILE NUMBER CITY MANAGER RECOMMENDED ACTION Award a contract to Williams & Maher, Inc. for installation of wiring in the amount not to exceed $63,000. DISCUSSION The Finance and Management Services Agency's Building Maintenance Division is responsible for maintaining the fire alarm system for City Hall. Upon inspection, the existing fire alarm system control panel wiring was determined to be obsolete and is being replaced. The contract will allow for the replacement of the wiring, originally installed approximately 34 years ago, connecting the various fire alarms and sensors in City Hall to the new control panel. The notice inviting bids and bids were solicited. received is as follows: was advertised on November 28 and 30, 2005, A summary of the bid invitations and bids 6 Invitations For Bid mailed 1 Invitation For Bid mailed to a Santa Ana vendor 2 Bids received Bids were received and opened on December 15, 2005. The results are as follows: Vendor: Location: Total Cost Williams & Maher, Inc. SimplexGrinnell, LP Santa Ana Orange $ 63,000 $135,070 22A-1 CS 383 Contract Award Installation of Wiring (Spec. No. 05-123) January 3, 2006 Page 2 Bids were evaluated and the bid received from Williams & Maher, Inc., a Santa Ana vendor, is responsive to the specification. FISCAL IMPACT Funds are available in Building Maintenance Other Contractual Services account (account no. 73-105-6291). ~.~--I\~ {nFranci~co G,:tierrez fJ(fBJ U Executlve Dlrector Finance and Management Services Agency FG/BP/05-123.2:uc 22A-2 REQUEST FOR COUNCIL ACTION ~ ~~ CITY COUNCIL MEETING DATE: JANUARY 3, 2006 CLERK OF COUNCIL USE ONLY: TITLE: CONTRACT AMENDMENT FOR SHOP AIR COMPRESSOR SERVICE (SPEC. NO. 05-133) APPROVED o As Recommended o As Amended o OrdinanGe on 1 st Reading o OrdinanGe on 2nd Reading o Implementing Resolution o Set Public Hearing For CONTINUED TO } 7 .\ / ~/ 1/" t"'i V'l:---" .) /,/ ~( ;";.- CITY MANAGER FILE NUMBER RECOMMENDED ACTION Amend the contract with Benz Compressed Air Systems, Inc. for the service of air compressors and dryers by $10,000 for an annual amount not to exceed $20,000. DISCUSSION The Finance and Management Services Agency's Fleet Maintenance services over 800 City vehicles at the Corporate Yard. The utilizes three Atlas Copco air compressors and dryers to various pneumatic tools and hydraulic vehicle hoists. Division facility operate During the past year, the number of service calls has increased due to scheduled replacement of maj or compressed air system components based on their age and hours of operation. Staff requests approval to increase the aggregate limit for Benz Compressed Air Systems, Inc., the sole authorized sales and service center for Atlas Copco equipment in Southern California. FISCAL IMPACT Funds are available in the Equipment Maintenance Maintenance & Repair of Machinery & Equipment account 111-6281) . Garage Operation (account no. 75- ~jp ~~-~ ~Franci~co G~tierrez' ~uJ~ U Executlve Dlrector r ~ Finance and Management Services Agency FG/KM/05-133.2:uc 228-1 228-2 REQUEST FOR COUNCIL ACTION ~ ~ CITY COUNCIL MEETING DATE: CLERK OF COUNCIL USE ONLY: JANUARY 3, 2006 TITLE: APPROVED APPROPRIATION ADJUSTMENT AND CONTRACT AWARD FOR TRAFFIC SIGNAL INSTALLATION AT DYER & GARNSEY AND TRAFFIC SIGNAL MODIFICATION AT HARBOR & SEGERSTROM (PROJECT NOS. 05- 2500 AND 05-2501) o As Recommended o As Amended o Ordinance on 1 st Reading o Ordinance on 2nd Reading o Implementing Resolution o Set Public Hearing For CONTINUED TO \j~~ )v CITY MANAGER FILE NUMBER RECOMMENDED ACTION 1. Award a contract to Moore Electric Contracting Inc., the lowest responsible bidder, in accordance with unit bid prices in the estimated amount of $374,921 for traffic signal installation at Dyer Road and Garnsey Street and the traffic signal modification at Harbor Boulevard and Segerstrom Avenue. 2. Approve a Funding Analysis with a total estimated construction cost of $435,200. 3. Approve an appropriation adjustment transferring unappropriated Transportation System Improvement Area E revenue (account no. 34-01- 5010) in the amount of $175,000 and appropriate to the Transportation System Improvement Area E fund (account no. 34-631-6631) for the traffic signal installation at Dyer Road and Garnsey Street and the traffic signal modification at Harbor Boulevard and Segerstrom Avenue. DISCUSSION As part of the City's Capital Improvement Program, the City plans to install a new traffic signal at the intersection of Dyer Road and Garnsey Street and left turn phasing for east-west directions at the intersection of Harbor Boulevard and Segerstrom Avenue (Exhibit 1). Once completed, these improvements will increase overall safety at these intersections. 23A-1 Project Nos. 05-2500 & 05-2501 January 3, 2006 Page 2 The Notice Inviting Bids was advertised on September 26 and 28, 2005, and bids were opened on November 10, 2005. A summary of the bid invitations mailed, the bids received, and the bid results follow: Santa Ana Contractors receiving notices: 2 Contractors requesting bidding documents: 3 Bids received: 1 Bids received from Santa Ana Contractors: 0 NAME OF BIDDER CITY BID AMOUNT Moore Electrical Contracting, Inc. Corona $374,921 One bid was submitted and was responsive. Moore Electrical Contracting, Inc. submitted the bid for $374,921 which is above the Engineer's estimate of $284,300. The bid was high as a result of material cost escalation and the large number of traffic signal projects being performed in the area. Transportation System Improvements Area (TSIA) revenue is traffic impact fees collected from new developments. collected more funds than anticipated; therefore, revenue commit these funds for traffic safety related projects. derived from Area E has is available to ENVIRONMENTAL IMPACT Environmental review No. ER 2004-194 and 2004-195 have been completed and Categorical Exemption has been filed for these projects pursuant to the California Environmental Quality Act. FISCAL IMPACT The funding analysis shows a total estimated construction cost of $435,200 for the project (Exhibit 2). Funds are available in Transportation System Improvement Area E Fund (account no. 34-631-6631). APPROVED AS TO FUNDS AND ACCOUNTS: f/)~- /' - /~{C L-~'/<- James G. Ross/ Executive Director Public Works Agency . C(?-z>7cX :/ C'.' ~\. ' '=t\\ 1:\. """It' \.'~...., \ ~ , ,';:'--~, Francisco Gutierrez Executive Director Finance & Mgmt. Services Agency AP 23A-2 22 Q) Project 05-2501 Sege strom v. EXHIBIT 1 City Council Agenda Date: Traffic Signal Installation at Dyer & Garnsey and Traffic Signal Modification at Harbor & Segerstrom Projects 05-2500 & 05-2501 January 3, 2006 23A-3 (55 Q) ~ s:: ;l III ~ I- .. ~lfItft ... 405 FUNDING ANALYSIS PROJECT NOS. 05-2500 AND 05-2501 TRAFFIC SIGNAL INSTALLATION AT DYER & GARNSEY AND TRAFFIC SIGNAL MODIFICATION AT HARBOR & SEGERSTROM Inspection and Testing Contingencies $374,921 15,300 26,233 Construction Contract Contract Administration 18,746 TOTAL ESTIMATED CONSTRUCTION COSTS $435,200 Exhibit 2 23A-4 r'- 10 REQUEST FOR COUNCIL ACTION ~ ~ CITY COUNCIL MEETING DATE: CLERK OF COUNCIL USE ONLY: DECEMBER 5, 2005 TITLE: / /J! //\ I.' / 2-'7 t~5~~cj/1-: ;;?-- CITY fVfANAGER APPROVED o As Recommended o As Amended o Ordinance on 1 st Reading o Ordinance on 2nd Reading o Implementing Resolution o Set Public Hearing For JAN 0 3 2001> AMENDED AGREEMENT WITH WASTE MANAGEMENT INC. FOR REFUSE COLLECTION AND RECYCING CONTINUED TO FILE NUMBER RECOMMENDED ACTION Direct the City Attorney to prepare and authorize the City Manager and the Clerk of the Council to execute an amended agreement with Waste Management Inc. for collection and recycling of the City's solid waste. DISCUSSION In 1996 the City entered into an exclusive agreement with Waste Management Inc. to collect and recycle the City's residential, commercial and industrial waste. With that agreement the City implemented the three-cart curbside program, the wet/dry commercial program and the sorted industrial waste programs that are currently in place. That agreement has been amended to provide alley and parkway clean-up. The proposed amended agreement will incorporate the additional services to the Ci ty into one agreement and extend the term of the agreement through the year 2018. In exchange, the City will receive $1,000,000 in fiscal year 05-06 and $500,000 in each of the remaining years of the agreement. These payments will not affect customer rates. Customer rates will continue to be competitive. In 2004 Santa Ana's curbside rates were mid range and commercial rates were in the lower one- third of the rates in the County. Currently, these rates may be increased each year by 7.5%. With the proposed amended agreement the rates can only be increased each year by 5 percent. Under the proposed amended agreement Waste Management will continue to utilize the trucks purchased by the City in 1996 and will begin replacing them in 2006 with low emission vehicles. In addition, collection of televisions, computers and monitors will be included with the City's large item pickup service for curbside customers. 25A-1 .. Amended Agreement With Waste Management Inc. December 5, 2005 Page 2 ENVIRONMENTAL IMPACT There is no environmental impact associated with this action. FISCAL IMPACT The City will receive $1,000,000 in fiscal year 05-06 and $500,000 each year thereafter through the term of the agreement. The funds will be deposited into the refuse collection fund (account no. 69-01-5112). APPROVED AS TO FUNDS AND ACCOUNTS: , ":) \.1. It' ,in " f.-'/~L l,~~'~ trf\James G. Ross Executive Director Public Works Agency ~I&~~ l~ranclsco Gutierrez U Executive Director Finance & Mgmt. Services Agency 25A-2 CITY COUNCIL MEETING DATE: Il ~ REQUEST FOR COUNCIL ACTION CLERK OF COUNCIL USE ONLY: JANUARY 3, 2006 APPROVED TITLE: AGREEMENT FOR ASSET FORFEITURE CONSULTING SERVICES o As Recommended o As Amended o Ordinance on 15t Reading o Ordinance on 2nd Reading o Implementing Resolution o Set Public Hearing For ~- "; / ./"") /, I / ' I"'ir j 1 /c- ITY MANAGER CONTINUED TO FILE NUMBER RECOMMENDED ACTION Direct the City Attorney to prepare and authorize the City Manager and the Clerk of the Council to enter into a one-year agreement with two, one-year renewal options with Joseph R. La Rosa Jr., to provide asset forfeiture consul ting services to the Police Department in an annual amount not to exceed $36,000. DISCUSSION The Police Department's Special Investigations Division is responsible for handling narcotic investigations. To ensure the effectiveness of the operation, it is necessary to recognize and identify narcotics-related assets that are subj ect to highly complex state and federal forfeiture laws. In 1998, the Police Department entered into an agreement with Joseph R. La Rosa, Jr., a recognized expert in the field of asset forfeiture, to ensure that the City is in compliance with all mandated state and federal forfeiture regulations, and that the City maximizes full asset forfeiture entitlements. During the past seven years, the increase in revenues generated by the asset forfeiture program has exceeded the cost of Mr. La Rosa's services. Mr. La Rosa has performed in a satisfactory manner and staff recommends approval of the recommended action. FISCAL IMPACT Funds are available in the Police Department, Special Investigations Other Contractual Services Account (account no. 011-342-6291). APPROVED AS TO FUNDS AND ACCOUNTS: 4~~ ~Paul M. Walters Chief of Police Police Department ~~~e~e~ tr-Executive Director Finance & Mgmt. Services Agency 258-1 258-2 CITY COUNCIL MEETING DATE: ~ ~ REQUEST FOR COUNCIL ACTION CLERK OF COUNCIL USE ONLY: JANUARY 3, 2006 APPROVED TITLE: AGREEMENT RENEWAL WITH MASK SYSTEMS FOR POLICE JAIL SECURITY SYSTEM o As Recommended o As Amended o Ordinance on 1 st Reading o Ordinance on 2nd Reading o Implementing Resolution o Set Public Hearing For ) (~ -^ /1, /' C (~-../ t/ I ./l-V...--.......--- ..---' CITY MANAGER CONTINUED TO FILE NUMBER RECOMMENDED ACTION Direct the City Attorney to prepare and authorize the City Manager and the Clerk of the Council to renew the agreement with MASK Systems, for the maintenance and repair of the Santa Ana Police Jail Security System in an amount not to exceed $406,400. DISCUSSION On December 17, 2001, the City of Santa Ana entered into a three-year agreement with two one-year options to provide routine and emergency maintenance services for the Jail Security System. The service provided under this agreement with MASK Systems includes scheduled preventive maintenance of all security systems, emergency and routine repairs of equipment, and an on-site system technician. To date, MASK Systems has performed in a satisfactory manner. Police Department staff recommends exercising the last one-year renewal option of this agreement. FISCAL IMPACT Funds are available in the Police Department Detention Services Other Contractual Services account (account no. 011-349-6291) , the Police Buildings & Facilities Other Contractual Services account (account no. 011- 350-6291), and the Inmate Welfare Fund Other Contractual Services account (account no. 023-349-6291). APPROVED AS TO FUNDS AND ACCOUNTS: 4~~~ Chief of Police Police Department ~~~f~.o ~Francisco J. Gutierrez 1) Executive Director Finance & Mgmt. Services Agency 25C-1 25C-2 REQUEST FOR COUNCIL ACTION ~ ~ CITY COUNCIL MEETING DATE: CLERK OF COUNCIL USE ONLY: JANUARY 3, 2006 TJ:TLE: APPROVED o As Recommended o As Amended o Ordinance on 1 st Reading o Ordinance on 2nd Reading o Implementing Resolution o Set Public Hearing For AMENDMENT TO AGREEMENT WITH VJ:DEO ENGJ:NEERING SERVICES FOR VIDEO AND CABLE EQUIPMENT SERVICES fiX'lf /.:7 ) ell "Zi../ /, //~~';'t"~ C.__,._q. CITY MANAGER CONTINUED TO FILE NUMBER L RECOMMENDED ACTION Direct the City Attorney to prepare and authorize the City Manager and Clerk of the Council to execute an amendment to the agreement with Video Engineering Services for video and cable equipment services, extending the term of the agreement for one year in an amount not to exceed $63,460. DISCUSSION Video Engineering Services provides maintenance of City owned audio and video equipment, assists in the televising of City Council meetings, and arranges audio recordings, lighting, and other technical needs in the Council Chambers. The Parks, Recreation and Community Services Agency is pleased with the quality of service provided by Video Engineering services, and requests to extend the term of the agreement for a one-year period. Addi tiona11y, due to the changes in the Adelphia Cable franchise, Video Engineering Services will now provide video production staff to televise City Council meetings, and playback City Council meetings on City Channel 3. The original contract amount of $45,760 will be increased by $17,700 to provide for this additional scope of service, for a total annual amount not to exceed $63,460. FISCAL IMPACT Funds are available in the Community Affairs (account no. 11-232-6291). ~J Gerardo Mouet Executive Director Parks, Rec. and Com. Svcs. Agency contract services account APPROVED AS TO FUNDS AND ACCOUNTS: "- ~\:(\\'\\,W \ --",,, '- ,'0, ^ ~ , Francisco Gutierrez, Executive Director Finance and Mgt. Services -'" fl'- @ Agency 250-1 250-2 REQUEST FOR COUNCIL ACTION ~ ~ CITY COUNCIL MEETING DATE: CLERK OF COUNCIL USE ONLY: JANUARY 3, 2006 TITLE: APPROVED o As Recommended o As Amended o Ordinance on 1st Reading o Ordinance on 2nd Reading o Implementing Resolution o Set Public Hearing For ~"O AMENDMENT TO LEASE AGREEMENT WITH PARKGATE CENTER LP FOR PARKS, RECREATION AND COMMUNITY SERVICES AGENCY AND COMMUNITY DEVELOPMENT AGENCY WORKFORCE INVESTMENT OFFICES . ) "tc,_ ,j) ;-<u . CITY MANAGER CONTINUED TO ~.,--._'".,-"-.-,---,.-..... FILE NUMBER RECOMMENDED ACTION Direct the City Attorney to prepare and authorize the City Manager and Clerk of the Council to execute an amendment to the agreement with Parkgate Center LP for the lease of office space at 888 West Santa Ana Boulevard for the Parks, Recreation and Community Services Agency and the Community Development Agency, extending the term of the agreement three additional years with two one-year options in an amount not to exceed $203,997.60 per year for the first three years. DISCUSSION The Parks, Recreation and Community Services Agency has been leasing office space at 888 West Santa Ana Boulevard for ten years. The lease is expiring on May 31, 2006. The current location is easily accessible to the public and the agency is requesting the lease be extended for an additional three years. The current base rental rate at this location is $17,517.35 per month for 11,724 square feet. The new rate will be $16,999.80 per month for the first three years. At the end of three years, if the City elects to request a two-year extension option, the increased monthly rate will be $17,468.76 for the first year and $17,992.76 per month for the second year. The Community Development Agency's Workforce Investment Board staff has been sharing office space with the Parks, Recreation and Community Services Agency for the past two years, and has requested to continue this arrangement. A new Recreation Center along with permanent headquarter offices is being planned at Memorial Park. This process will take approximately three years to plan, design and construct. 25E-1 Lease Agreement for PRCSA Offices January 3, 2006 Page 2 FISCAL IMPACT Funds are available in the Administrative Services Lease Payment account (account no. 11-231-6294) and in Community Development Agency accounts (account nos. 123-183-6294, 123-184-6294, and 123-185-6294) APPROVED AS TO FUNDS AND ACCOUNTS: 6:;;:-;;!:/(~ Executive Director Parks, Recreation and Comm 'ty Services Agency . . \\ ~...' / '::\ \\ ~ ',,", '\ ~ L:~CL' '. \ ~\ \..1'-..\ r_ Francisco Gutierrez f~. E~ecutive Director ~ Flnance & Management Svcs. Agency patricia C. Whitaker Executive Director Community Development Agency 25E-2 REQUEST FOR COUNCIL ACTION ~ ~ CITY COUNCIL MEETING DATE: CLERK OF COUNCIL USE ONLY: JANUARY 3, 2006 TITLE: APPROVED o As Recommended o As Amended o Ordinance on 151 Reading o Ordinance on 2nd Reading o Implementing Resolution o Set Public Hearing For AMENDMENT TO AGREEMENT FOR RIGHT OF WAY SUPPORT SERVICES CONTINUED TO ~~j~ 1')' . /.:l:~ .~t~~~J ~='~ CITY M.A:NAGER FILE NUMBER RECOMMENDED ACTION Direct the City Attorney to prepare and authorize the City Manager and the Clerk of the Council to execute an amendment to the agreement with Kent Jorgensen to provide right of way support services for a total amount not to exceed $300,000. DISCUSSION On December 20, 2004, the City Council approved an agreement with Kent Jorgensen in the amount of $150,000 for right of way support services. These services included real property acquisition, relocation assistance, property management, escrow activities, surplus properties, street and alley vacations and project management. During the past year Kent Jorgensen has been instrumental in acquiring the properties on Bristol Street between Pine and Third Streets. He is also providing support in providing cost estimates and general real estate and right of way services. With anticipation of the additional funding for Bristol Street Corridor, Kent Jorgensen will also provide assistance in overseeing other consultants' work. This agreement is needed to support the current right of way operations and to avoid any delays in projects due to a long-term vacancy in the Design Engineering Section. Kent Jorgensen is currently working for the City as a consultant and is familiar with the system and operations of the City. An amendment to Kent Jorgensen's existing agreement is recommended to continue right of way support services and to meet the project deadlines. ENVIRONMENTAL IMPACT There is no environmental impact associated with this action 25F-1 Amendment Agreement For Right Of Way Support Services January 3, 2006 Page 2 FISCAL IMPACT Funds for this contract are available in the various Capital Improvements Projects. APPROVED AS TO FUNDS AND ACCOUNTS: ~(~ ~-James G. Ross ~rVExecutive Director Public Works Agency ~ \\~,,~ ~, r.>., \\ -c-;\:: " .---. Francisco Gutierrez ~~. Executive Director ~ Finance & Mgmt. Services Agency 25F-2 REQUEST FOR COUNCIL ACTION ~ ~ CITY COUNCIL MEETING DATE: CLERK OF COUNCIL USE ONLY: JANUARY 3, 2006 TITLE: APPROVED o As Recommended o As Amended o Ordinance on 1 st Reading o Ordinance on 2nd Reading o Implementing Resolution o Set Public Hearing For AGREEMENT WITH TELECOM PARTNERS GROUP CORP, dba ATS COMMUNICATIONS FOR WIRELESS COMMUNICATION FACILITIES MASTER PLAN CONTINUED TO \j o~ ~fv, 1~4J~.J JArl ~ FILE NUMBER CITY MANAGER RECOMMENDED ACTION Direct the City Attorney to prepare and authorize the City Manager and Clerk of the Council to execute a three-year agreement with Telecom Partners Group Corp, dba ATS Communications to provide wireless communication consulting services on a commission basis. DISCUSSION Technological advances in wireless communications have created a significant demand for wireless communication products such as cell phones, laptop computers, and personal data assistants (e.g. Palm Pilots, Blackberries). To meet this need, wireless communication companies such as Verizon Wireless and Nexte1/Sprint PCS have become more aggressive in seeking suitable cell tower sites and and more competitive in negotiating leases for these locations. In addition, more complex and sophisticated wireless technologies will place an even greater burden on wireless infrastructure; requiring wireless communications companies to enhance existing wireless facilities and continue to increase cell tower sites. While the addition of new wireless facilities in our community will provide our residents and business community with greater access to this technology, it is important to ensure that this infrastructure is planned and managed in a strategic and economically beneficial manner. Currently, the City relies upon the Parks, Recreation, and Community Services Agency staff to negotiate lease agreements with wireless companies and to manage the establishment of new cell tower sites. While staff has done an effective job, the proliferation of this rapidly changing technology now requires the use of consultants to develop a wireless communications infrastructure master plan that will best serve Santa Ana. 25G-1 Telecom Partners Group Corp, dba ATS Communications, specializes in providing wireless infrastructure consulting services to public agencies. Under the proposed agreement, ATS will develop a wireless facilities master plan that will maximize wireless communications while minimizing the number of wireless facilities. ATS has special knowledge and skills regarding the current and future needs of wireless communcation providers that will allow Santa Ana to more effectively coordinate the placement of new facilities in the City; taking advantage of co-location of mulitiple transmitters on single towers wherever possible. Additionally, ATS will evaluate all City-owned land to identify potential cell tower locations that are consistent with the master plan and that ensure a reliable income stream to the City's general fund. Under the agreement, ATS will be granted a three-year exclusive right to market city-owned land for lease to wireless communications providers. A 20 percent commission will compensate ATS for (1) development of the master plan; (2) marketing and negotiating service for the locations chosen; and (3) management of all wireless facili ty leases including design, installation and on-going management. Commissions will be payable soley from rents received and leases negotiated by ATS and approved by the City Council. All decisions to lease any city sites will be made by the City Council on a project specific basis. The agreement does not guarantee any leases to be approved under the master plan without City Council approval. FISCAL IMPACT Funds to pay for services provided by ATS will be paid soley from rents received on leases negotiated by ATS. 25G-2 REQUEST FOR COUNCIL ACTION ~'~ ~ ~ CITY COUNCIL MEETING DATE: CLERK OF COUNCIL USE ONLY: JANUARY 3, 2006 TITLE: PUBLIC HEARING - VARIANCE NO. 2005-63 TO ALLOW A REDUCTION IN REQUIRED PARKING AT AN EXISTING APARTMENT COMPLEX AT 1411 NORTH DURANT STREET - ORANGE HOUSING DEVELOPMENT CORPORATION, APPLICANT APPROVED o As Recommended o As Amended o Ordinance on 151 Reading o Ordinance on 2nd Reading o Implementing Resolution o Set Public Hearing For CONTINUED TO ~ l-11. L- ~j / /./C:t.,.-------- CITY MANAGER FILE NUMBER RECOMMENDED ACTION Adopt a resolution approving Variance No. 2005-63 as conditioned. PLANNING COMMISSION ACTION On December 12, 2005, the Planning Commission recommended that the City Council adopt a resolution approving Variance No. 2005-63 as conditioned by a vote of 7:0 to allow a reduction in required parking at an existing apartment complex in the Multiple Family Residence (R3) zoning district at 1411 North Durant Street (Exhibit A). The Planning Commission added a condition that requires the applicant to work with staff in order to make improvements to the architecture of the building. FISCAL IMPACT There is no fiscal impact associated with this action. Trevino E e tive Director Planning & Building Agency VF:rb vf\reportS\VAOS-63,CC 75A-1 REQUEST FOR Planning Commission Action ~ ~ PLANNING COMMISSION SECRETARY PLANNING COMMISSION MEETING DATE: DECEMBER 12, 2005 TITLE: PUBLIC HEARING - FILED BY ORANGE HOUSING DEVELOPMENT CORPORATION FOR VARIANCE NO. 2005-63 TO ALLOW A REDUCTION IN REQUIRED PARKING AT AN EXISTING APARTMENT COMPLEX AT 1411 NORTH DURANT STREET APPROVED o As Recommended o As Amended o Set Public Hearing For DENIED o Applicant's Request o Staff Recommendation CONTINUED TO Prepared by Vince Fregoso ~cutive Director ~~rL Planning ana r RECOMMENDED ACTION Recommend that the City Council adopt a resolution approving Variance No. 2005-63 as conditioned. DISCUSSION Request of Applicant Orange Housing Development Corporation is requesting approval of a variance for a reduction in required parking in conjunction with the rehabilitation of an existing 35 unit apartment complex at 1411 North Durant Street. Property Description The project site is a 19,000 square foot, rectangular shaped parcel located on Durant Street between Fifteenth Street and Washington Avenue. The site is currently occupied by the Durant Street Apartment complex, a four-story, 23,000 square foot, 35-unit complex that was constructed in 1986. The site currently contains 35 covered parking spaces. The site has a General Plan land use designation of Medium Density Residential (MR-15), which allows residential development at 15 units per acre. The subject site is located within the Multiple-Family Residential (R-3) zoning district. The property is surrounded by single-family and multi-family residential uses to the north, south and west, and office and multi-family residential uses to the east (Exhibits 1 and 2) . EXHIBIT A 75A-2 Variance No. 2005-63 December 12, 2005 Page 2 Project Description The project involves the rehabilitation of the existing 35 unit apartment complex into an affordable, rent controlled 25 unit complex. The structure and room layouts will be modified by combining existing studio units to create one, two and three bedroom units. Units will range in size from approximately 635 square feet for a one bedroom apartment, 795 square feet for a two bedroom unit and 1,100 square feet for a three bedroom apartment. The unit breakdown includes 5 one- bedroom units, 10 two-bedroom units and 10 three-bedroom units. Various external and internal improvements are proposed for the project. Exterior improvements will include new stucco and paint for the exterior walls, repairing and repainting all decks and the removal of exterior doors where units are removed. Interior enhancements will include the reconfiguration of walls and the installation of new bathrooms and kitchens within each unit. Additionally, new paint, windows, doors and flooring will be provided for each apartment (Exhibits 3 and 4) . Analysis of the Issues Orange Housing Development Corporation, in partnership with the City's Housing Division, is in the process of purchasing the existing apartment complex. Once the purchase is completed, the applicant intends to rehabilitate the existing complex and provide 25 affordable, rent controlled units that will include occupancy restrictions. However, due to the rehabilitation involved with the project, a variance for a reduction in parking is needed. Section 41-681.3(3) of the Santa Ana Municipal Code (SAMC) requires this nonconforming multiple-family residential project to comply with the City's parking requirements if the number or size of the bedrooms will be increased on the site through a rehabilitation. In analyzing this request for a reduction in parking, staff considered the following information. The applicant will be reducing the number of units on the site by 10, effectively reducing the parking demand for the proj ect. Addi tionally, through deed restrictions and covenants, the overall occupancy of the project will be reduced from 125 to a maximum of 115 (3 persons per one bedroom unit, 4 persons per two bedroom unit, and 6 persons per three bedroom unit), also reducing the demand for parking. Finally, since the applicant has completed several similar projects, the applicant has found that the need for parking has been reduced with this type of project. 75A-3 Variance No. 2005-63 December 12, 2005 Page 3 Orange Housing Development Corporation has completed several successful, similar proj ects in the City, including the Cornerstone Village rehabilitation on Standard Avenue and Minnie Street and the conversion of the Howard Johnson's Motel into a senior apartment complex on East Seventeenth Street. This project, as with the prior projects completed by Orange Housing, will preserve and improve the character and integrity of the surrounding neighborhood through the numerous improvements proposed for the site. The reduction in the overall number of units, in conjunction with the strict occupancy limits, will result in a reduction in the parking demand for the complex. As a result, staff recommends that the Planning Commission approve Variance No. 2005-63 as conditioned (Exhibits 5 and 6) . CEQA Compliance In accordance with the California Environmental Quality Act, the recommended action is exempt from further review pursuant to Section 15301. This Class 1 exemption allows the repair, maintenance and minor alteration of existing structures with no expansion. Categorical Exemption No. 2005-209 will be filed for this project. AiM ICP Vince Fre Senior PI VF:JM vf\reportS\VA05-63.pc 75A-4 L R1 R1 [ R1 R1 [ R1 R1 R1 R1 R1 >' R1 'C1- P I MD C1- R1 [ 'l MD ~ C ~ ~ L a Rl - . ~;r ;_~ , I- C1 ~ C5 C1 ~ ~ I Rl '6T Rl R1 ~ > R1 R2 ! Rl R1 R1 -8 P 175' SD-20 ,:" ~~ '" 80-20 SD-20 }DjJ oc 3 OGC Rl P o PlI A1 -B C-SM Cl C1-MD C2 C3 C3-A C4 C5 GENERAL AGRICULTURAL PARKING MODIFICATION COMMERCIAL SOUTH MAIN COMMUNITY COMMERCIAL COMM. COMMERCIAL-MUSEUM DISTRICT GENERAL COMMERCIAL CENTRAL BUSINESS CENTRAL BUSINESS-ARTIST VILLAGE PLANNED SHOPPING CENTER ARTERIAL COMMERCIAL CR GC M1 M2 MO o P PCD PRD COMMERCIAL RESIDENTIAL GOVERNMENT CENTER LIGHT INDUSTRIAL HEAVY INDUSTRIAL MILITARY OPERATIONS OPEN SPACE PROFESSIONAL PLANNED COMMUNITY DEVELOPMENT PLANNED RESIDENTIAL DEVELOPMENT R1 R2 R3 R4 RE SD SP SINGLE-FAMILY RESIDENCE TWO-FAMILY RESIDENCE MULTIPLE-FAMILY RESIDENCE SUBURBAN APARTMENTS RESIDENTIAL ESTATE SPECIFIC DEVELOPMENT SPECIFIC PLAN ~ ~~ VA 05-63 ORANGE HOUSING DEV. CORP. 1411 NORTH DURANT STREET A &V' - = 500 FEET 1" = 1000 FEET P LAN N N G AND BUILD EXHIBIT 1 75A-5 N G AGE N C Y ~I OFFICE MULTI FAMILY RESIDENTIAL FIFTEENTH LE FAMIL Y IDENTIAL I- SINGLE FAMILY W RESIDENTIA L W :>- a: -.: I- - UJ en ... -J -.: <: -J -.: UJ <: Cl UJ Cl UJ UJ ex: ex: :>- -J :; :; -.: ll. ll. ... ... :::> -J :; :::> SINGLE FAMILY RESIDENTIAL I- Z <C DUPLEX a: ;:) c SINGLE FAMILY RESIDENTIAL SINGLE FAMILY RESIDENTIAL STREET OFFICE :>- -J-J --.: :;- :>- MUL TI FAMILY ... RESIDENTIA L ~<: UJ -J Cl -J - -.: DUPLEX ...~ -JUJ iex: J VACANT MUL TI FA MIL Y PROJECT RESIDENTIAL .SITE OFFICE PARKING I SINGLE FAMILY RESIDENTIAL SINGL E FAMILY J:: RESIDENTIAL (,) ex: :::> M U L T I FAMILY J:: RESIDENTIAL (,) M U L T I FAMILY RESIDENTIAL PARKING UJ (,) ~ 3: c <C o a: r:D ll. ll. o VA 05-63 ORANGE HOUSING DEV. CORP. 1411 NORTH DURANT STREET 1m ~--"'-~ A c9I' P LAN N N G AND B U L D N G AGE N C Y EXHIBIT 2 75A-6 r--- i&*:c~ i - "' t I nul I U'" L ro ~ ~ I r-- II -----' L_ _ _ - -'i-~----- =c. ~ v ":~~~;d,) \ua p _ ~-=-=-~ ~~- J' -- ~-- ----=r_ _..__...__1 '9'?YW._..... - - --~........ 1!In 'O~ _ S'~I C:JdTJ J11;Y1~,~~7!!'(,iT'7~t-,c (l1!lllA"Ojd q __ - -U05IM,l'1 a.D~ OJ 8dC-=: " ;, ~ c: <I: ... <I: o ... ~ ~ ~ i ~ ~ ~ ~ Q.. ~ ~ ~ < . . < ~ ~ ~ ~ ~ N 3 ~ffi~~~ ~ ~~~ag ~ . ~ z o t t ~ ~ ~ . 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LJ ' <;1 L-- ---- -- ---------- ---;zr;--- ----- --- VA 05-63 EXHIBIT 4 75AdJ 1 II II j ---- --_1---- 'i, . I I" '--J 1<1 '\JIf ld tiOO-I_: :1r'>j::::<J3:; ~ ~ , "'-'""" ,ON"", ""', "" L_ '0 ~;i , I '~1 ~ f ;; u ~ (J~ · , ru ~ ~ II ,I II --'~ \-u__ I -or -- I :'..'1_,_I[ -----l[c'oJ ' I ;u ,~~ E _ 10<( E "N lei d'.xnJ ClCJlfii "'S ~_ SU' . "'"'" 'W"CC~,,~ I , I o ____~ I' J _h "'~,........., oor....,t......~~O," li II I' _._,,~""_... :SluOllnsuo~ I SldV ~]3t!.:. S SSOtJ :? ..:. ~JV~W<J :aql\ lJOlloJd --~----- ._----~_._~-_._-_.- --- r=- ;'.3G ~I-"S'-I(;I< TYJ';'j:::;' llJall~ S> ~," jl~~ 1 L r- - I~-~== i ;1 _ - _ . Ii 'i " 3 II. ~ +-----~--------;ZI.-~ I - ---- --+ 75k9 ~C.~. c 2: ~ - = 1 ~ u ~ U~ E 2 ro ~ ~ T--l i :sluollnS'.IoJI I ~ :::J ~. ------.. L . m d"-JOJ '~~NlsrK1ii J':NVcJC --- . ---- n-l - i ~- _u. 'I ' jl.J~!P ~~ -~ - -I I 8:g I rt--: - ....1 I : ': q ~~--:-uol;^ijJ :aiop :ou ~-- Sld':! 133~lSSgS"'mJ~I:.p,.tNV'~~'h'o:iWj pilfold - -t;j-- - - - _._u . - - - -l' ~ )J\ ~ " ~ ! I I ~ } ~ -1---- ~~-.---~-~~----.-- - ;L.L- ------------------ --J.- 75~10 i- II r>JVld ~OOl--" H.idno..:l Sld\:' 133<:11:::: ~N\"t!no :<lllI1 l~d4S J 'I 8~~- v ,_ 1 <( :' z :3 Cl. a:: o ~ FE a:: => e Variance No. 2005-63 December 12, 2005 Page 1 of 1 Findings of Fact A. That because of special circumstances applicable to the subject property, including size, shape, topography, location, or surroundings, the strict application of the zoning ordinance is found to deprive the subject property of privileges not otherwise at variance with the intent and purpose of the provisions of this chapter. Special circumstances are applicable to the subj ect site that necessitates a parking variance for the project. The subject site currently contains 35 parking spaces, one for each unit. The applicant will be reducing the number of units on the premises to 25, further reducing the parking demand for the site. Additionally, occupancy restrictions will be established for the project that will result in a lesser number of residents than currently found on the premises, further reducing the need for parking. Therefore, the strict application of the zoning code would deprive the subject property of privileges. B. That the granting of a variance is necessary for the preservation and enjoyment of one or more substantial property rights. The parking variance is necessary to preserve property rights as the owners will be rehabilitating the existing complex and providing affordable, rent controlled housing for residents of the City. C. That the granting of a variance will not be materially detrimental to the public welfare or injurious to surrounding property. The granting of the variance for a reduction in parking will not be detrimental to the area as the reduction in units, in conjunction with the occupancy restrictions, will result in a lower parking demand. D. That the granting of a variance will not adversely affect the General Plan of the City. The granting of the variance will not adversely affect the Ci ty I S General Plan in any way as the land use designation of Medium Density Residential (MR) allows the rehabilitation of existing apartment complexes. VA 05-63 75~5 DECEMBER 12, 2005 PAGE 1 OF1 Conditions for Approval Variance No. 2005-63 is approved subject to compliance, to the reasonable satisfaction of the Planning Manager, with applicable sections of the Santa Ana Municipal Code, the California Administrative Code, the Uniform Fire Code, the Uniform Building Code, and all other applicable regulations. In addition, it shall meet the following conditions of approval: The applicant must comply with each and every condition listed below prior to exercising the rights conferred by this variance. The applicant must remain in compliance with all conditions listed below throughout the life of the variance. Failure to comply with each and every condition may result in the revocation of the variance. A. Planning Division 1. The project must remain in compliance with the submitted plans shown for the development (Exhibits 3 and 4) . 2. Prior to issuance of building permits, a copy of the deed restrictions and covenants for the project shall be submitted to the Planning Division for review and approval. 3. Prior to submitting plans into bu:i,.lding planch~~k, ~he applicant shall submit plans for review and approval by the Planning Manager that incorporate architectural enhanc~mep.ts tp the build:j,.ng. (Added by tbe PlaDniD.g C~ssioD. QP December 12, 2005) . EXHIBIT 6 75A-12 KO -12/19/05 RESOLUTION NO. 2006-_ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA ANA APPROVING VARIANCE NO. 2005-63 AS CONDITIONED TO ALLOW REDUCTIONS IN THE REQUIRED PARKING FOR THE PROPERTY LOCATED AT 1411 NORTH DURANT STREET BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA AS FOLLOWS: Section 1. The City Council of the City of Santa Ana hereby finds, determines and declares as follows: A. Applicant is requesting approval of Variance No. 2005-63, to a reduction in the requ ired parking for the property located at 1411 North Durant Street. B. Variance No. 2005-63 came before the Planning Commission on December 12, 2005 for a duly noticed public hearing and voted unanimously to recommend that the City Council approve Variance No. 2005-63. C. Variance No. 2005-63 before the City Council for a duly noticed public hearing on January 3, 2006. D. Section 41-681.3(3) of the Santa Ana Municipal Code (SAM C) requires nonconforming multiple-family residential projects to comply with the City's parking requirements if the number or size of the bedrooms will be increased on the site through rehabilitation. E. Section 41-1322 requires 100 parking spaces for the proposed project. The current site only has 35 parking spaces available. As such, a variance of 65 parking spaces will be required. F. The City Council determines that for Variance No. 2005-63 the following findings, which must be established pursuant to Santa Ana Municipal Code Section 41-638 in order to grant a variance from the provisions of the Santa Ana Municipal Code, have been established: 1. That because of special circumstances applicable to the subject property, including size, shape, topography, location, or surroundings, the strict application of the zoning ordinance is found to deprive the subject property of privileges not otherwise at variance with the intent and purpose of the provisions of this chapter. Resolution No, 2006-xx Page 1 of 4 75A-13 Special circumstances are applicable to the subject site that necess '.ates a parking variance for the project. The subject site cur,dntly contains 35 parking spaces, one for each unit. The applicant will be reducing the number of units on the premises to 25, further reducing the parking demand for the site. Additionally, occupancy restrictions will be established for the project that will result in a lesser number of residents than currently found on the premises, further reducing the need for parking. Therefore, the strict application of the zoning code would deprive the subject property of privileges. 2. That the granting of a variance is necessary for the preservation and enjoyment of one or more substantial property rights. The parking variance is necessary to preserve property rights as the owners will be rehabilitating the existing complex and providing affordable, rent controlled housing for residents of the City. 3. That the granting of a variance will not be materially detrimental to the public welfare or injurious to surrounding property. The granting of the variance for a reduction in parking will not be detrimental to the area as the reduction in units, in conjunction with the occupancy restrictions, will result in a lower parking demand. 4. That the granting of a variance will not adversely affect the General Plan of the City. The granting of the variance will not adversely affect the City's General Plan in any way as the land use designation of Medium Density Residential (MR) allows the rehabilitation of existing apartment complexes. G. In accordance with the California Environmental Quality Act, the recommended action is exempt from further review pursuant to Section 15301. This Class 1 exemption allows the repair, maintenance and minor alteration of existing structures with no expansion. Categorical Exemption No. 2005-209 will be filed for this project. Section 2. The City Council of the City of Santa Ana after conducting the public hearing hereby approves Variance No. 2005-63 as conditioned in Exhibit A attached hereto and incorporated herein as though fully set forth. This decision is based upon the evidence submitted at the abovesaid hearing, which includes, but is not limited to: the Staff reports and exhibits attached thereto; and the public testimony all of which are incorporated herein by this reference. Resolution No, 2006-xx Page 2 of 4 75A-14 Section 3. This Resolution shall only become effective once the City Council adopts a Relocation Plan for this property. If a Relocation Plan is not adopted within sixty (60) days from adoption of this resolution, then this resolution shall be null and void and have no further force and effect. ADOPTED this day of ,2006 Miguel A. Pulido Mayor APPROVED AS TO FORM: Joseph W. Fletcher, City Attorney By: Kylee O. Otto Assistant City Attorney AYES: Councilmembers NOES: Councilmembers ABSTAIN: Councilmembers NOT PRESENT: Councilmembers CERTIFICATE OF ATTESTATION AND ORIGINALITY I, PATRICIA E. HEALY, Clerk of the Council, do hereby attest to and certify the attached Resolution No. 2006-XXX to be the original resolution adopted by the City Council of the City of Santa Ana on Date: Clerk of the Council City of Santa Ana Resolution No, 2006-xx Page 3 of 4 75A-15 Conditions for Approval for Variance No. 2005-63 Variance No. 2005-63 is approved subject to compliance, to the reasonable satisfaction of the Planning Manager, with applicable sections of the Santa Ana Municipal Code, the California Administrative Code, the Uniform Fire Code, the Uniform Building Code, and all other applicable regulations. In addition, it shall meet the following conditions of approval: The applicant must comply with each and every condition listed below prior to exercising the rights conferred by this variance. The applicant must remain in compliance with all conditions listed below throughout the life of the variance. Failure to comply with each and every condition may result in the revocation of the variance. A. Plannina Division 1. The project must remain in compliance with the submitted plans shown for the development (Exhibits 3 and 4). 2. Prior to issuance of building permits, a copy of the deed restrictions and covenants for the project shall be submitted to the Planning Division for review and approval. 3, Prior to submitting plans into building plan check, the applicant shall submit plans for review and approval by the Planning Manager that incorporate architectural enhancements to the building. Exhibit A Resolution No. 2006-xx Page 4 of 4 75A-16 REQUEST FOR COUNCIL ACTION ~ ~ CITY COUNCIL MEETING DATE: CLERK OF COUNCIL USE ONLY: JANUARY 3, 2006 TITLE: PUBLIC HEARING - VARIANCE NOS. 2005-64 AND 2005-65 TO ALLOW A REDUCTION IN REQUIRED PARKING AND TO ALLOW UNITS SMALLER THAN ALLOWED BY CODE AT AN EXISTING APARTMENT COMPLEX AT 1501 NORTH ROSS STREET - ORANGE HOUSING DEVELOPMENT CORPORATION, APPLICANT APPROVED o As Recommended o As Amended o Ordinance on 151 Reading o Ordinance on 2nd Reading o Implementing Resolution o Set Public Hearing For CONTINUED TO ~ ~~7v.fJ FILE NUMBER CITY MANAGER RECOMMENDED ACTION 1. Adopt a resolution approving Variance No. 2005-64 as conditioned. 2. Adopt a resolution approving Variance No. 2005-65 as conditioned. PLANNING COMMISSION ACTION On December 12, 2005, the Planning Commission recommended that the City Council adopt a resolution approving Variance No. 2005-64 as conditioned and adopt a resolution approving Variance No. 2005-65 as conditioned by a vote of 7:0 to allow a reduction in required parking and to allow units smaller than allowed by code at an existing apartment complex in the Multiple Family Residence (R3) zoning district at 1501 North Ross Street (Exhibit A). The Planning Commission added a condition that requires the applicant to work with staff in order to make improvements to the architecture of the building. FISCAL IMPACT There is no fiscal impact associated with this action. '~ '" . -- / J Y . Trevino E tive Director Planning & Building Agency VF:rb vf\reports\VA05-64&VA05-65.cc 758-1 REQUEST FOR Planning Commission Action ~ ~ PLANNING COMMISSION MEETING DATE: DECEMBER 12, 2005 PLANNING COMMISSION SECRETARY TITLE: PUBLIC HEARING - FILED BY ORANGE HOUSING DEVELOPMENT CORPORATION FOR VARIANCE NOS. 2005-64 AND 2005-65 TO ALLOW A REDUCTION IN REQUIRED PARKING AND TO ALLOW UNITS SMALLER THAN ALLOWED BY CODE AT AN EXISTING APARTMENT COMPLEX AT 1501 NORTH ROSS STREET Prepared by Vince Fregoso APPROVED D As Recommended D As Amended D Set Public Hearing For DENIED D Applicant's Request D Staff Recommendation CONTINUED TO ~tive Director ~la~~~l.YU RECOMMENDED ACTION Recommend that the City Council: 1. Adopt a resolution approving Variance No. 2005-64 as conditioned. 2. Adopt a resolution approving Variance No. 2005-65 as conditioned. DISCUSSION Request of Applicant Orange Housing Development Corporation is requesting approval of a variance for a reduction in required parking and to reduce the unit size of the one-bedroom units in conjunction with the rehabilitation of an existing 30 unit apartment complex at 1501 North Ross Street. Property Description The project site is a 17,200 square foot, rectangular shaped parcel located on the northeast corner of Ross and Fifteenth Streets. The site is currently occupied by the Ross Street Apartment complex, a four-story, 15,200 square foot, 30-unit complex that was constructed in 1980. The site currently contains 30 covered parking spaces. The site has a General Plan land use designation of Medium Density Residential (MR-15), which allows residential development at 15 units per acre. The subject site is located within the Multiple-Family Residential (R-3) zoning district. The property is surrounded by single-family and multi-family residential uses to the north, east and west, and Willard Intermediate School to the south (Exhibits 1 and 2) . EXHIBIT A 758-2 Variance Nos. 05-64 and 05-65 December 12, 2005 Page 2 Project Description The project involves the rehabilitation of the existing 30 unit apartment complex into an affordable, rent controlled 24 unit complex. The structure and room layouts will be modified by combining existing studio units to create one, two and three bedroom units. Units will range in size from approximately 509 square feet for a one bedroom apartment and 764 square feet for a two bedroom unit. The unit breakdown includes 13 one-bedroom units and 11 two-bedroom units. Various external and internal improvements are proposed for the project. Exterior improvements will include new stucco and paint for the exterior walls, repairing and repainting all decks and the removal of exterior doors where units are removed. Interior enhancements will include the reconfiguration of walls and the installation of new bathrooms and kitchens within each unit. Additionally, new paint, windows, doors and flooring will be provided for each apartment (Exhibits 3 and 4) . Analysis of the Issues Orange Housing Development Corporation, in partnership with the City's Housing Division, is in the process of purchasing the existing apartment complex. Once the purchase is completed, the applicant intends to rehabilitate the existing complex and provide 24 affordable, rent controlled units that will include occupancy restrictions. However, due to the rehabilitation involved with the project, a variance for a reduction in parking and for a reduction in the minimum size of a unit is needed. The first variance pertains to a reduction in required parking for the complex. Section 41-681.3(3) of the Santa Ana Municipal Code (SAMC) requires this nonconforming multiple-family residential project to comply with the City's parking requirements if the number or size of the bedrooms will be increased on the site through a rehabilitation. In analyzing this request for a reduction in parking, staff considered the following information. The applicant will be reducing the number of units on the site by six, effecti vely reducing the parking demand for the proj ect. Additionally, through deed restrictions and covenants, the overall occupancy of the project will be reduced from 105 to a maximum of 70 (3 persons per one bedroom unit and 4 persons per two bedroom unit), also reducing the demand for parking. Finally, since the applicant has completed several similar proj ects, the applicant has found that the need for parking has been reduced with this type of project. 758-3 variance Nos. 05-64 and 05-65 December 12, 2005 Page 3 The second variance pertains to the applicant's request to allow one- bedroom units that are smaller than allowed by code. Section 41-272.01 of the SAMC requires one-bedroom units to be a minimum of 550 square feet in size, while the rehabilitation project results in units that average approximately 509 square feet. In analyzing this request for a reduction in parking, the following information was considered. The layout of the new one and two-bedroom units is based on the configuration of the existing studio apartments. In reducing units, new walls will be installed that follow the general layout of the existing units. In creating the one bedroom units, bedroom space will be obtained from adjacent units. One bedroom units that comply with code can be provided for this proj ect i however, a significant amount of available funds would need to be spent and a less efficient proj ect may result. Since deed restrictions and covenants will be recorded for the proj ect, the occupancy of the one bedroom units and overall occupancy of the project will be reduced. Orange Housing Development Corporation has completed several successful, similar projects in the City, including the Cornerstone Village rehabilitation on Standard Avenue and Minnie Street and the conversion of the Howard Johnson's Motel into a senior apartment complex on East Seventeenth Street. This project, as with the prior projects completed by Orange Housing, will preserve and improve the character and integrity of the surrounding neighborhood through the numerous improvements proposed for the site. The reduction in the overall number of units, in conjunction with the strict occupancy limits, will result in a reduction in the parking demand for the complex. As a result, staff recommends that the Planning Commission approve Variance Nos. 2005-64 and 2005-65 as conditioned (Exhibits 5, 6, 7 and 8) . CEQA Compliance In accordance with the California Environmental Quality Act, the recommended action is exempt from further review pursuant to Section 15301. This Class 1 exemption allows the repair, maintenance and minor alteration of existing structures with no expansion. Categorical E;:r::::: No, 2005-210 will be filed for this project, Vince Freg so, Senior Plan VF:JM vf\reportS\VA05-64&VA05-65 ,pc 758-4 ~~~~~~~ ~\ J" . i o ~ R1 Rl "' L]I]]E~~R~J~ "'ODrn[J~D : R1 R1 ~'~ "".M C1185' 145" tl '~ l. .t,_, Cl. Cl ~ , Cl " . ~ " ":-1110' Rl Rl Rl R2 0 R2 R2 ~ Rl Rl Rl I KORAl CR 41722' SO 5D-20 -20 A1 -B C-SM Cl Cl-MD C2 C3 C3-A C4 C5 ~ ~-~ 1" = 1000 FEET P LAN N @ R1 R1 R1 R1 R1 ~ C5 Rl Rl Rl Rl R1 R2 Rl ~B '" . so 1776 -20 182 SO~20 5D-20 GC GENERAL AGRICULTURAL PARKING MODIFICATION COMMERCIAL SOUTH MAIN COMMUNITY COMMERCIAL COMM. COMMERCIAL-MUSEUM DISTRICT GENERAL COMMERCIAL CENTRAL BUSINESS CENTRAL BUSINESS-ARTIST VILLAGE PLANNED SHOPPING CENTER ARTERIAL COMMERCIAL R1 R1 00 < ~ R1 R1 R1 >' R1 R1 " o " ~ Cl R3- HD II R3- HOli >' > 00 z " < ~ CR GC Ml M2 MO o P PCD PRO COMMERCIAL RESIDENTIAL GOVERNMENT CENTER LIGHT INDUSTRIAL HEAVY INDUSTRIAL MILITARY OPERATIONS OPEN SPACE PROFESSIONAL PLANNED COMMUNITY DEVELOPMENT PLANNED RESIDENTIAL DEVELOPMENT Rl R2 R3 R4 RE SO SP SINGLE-FAMILY RESIDENCE TWO-FAMILY RESIDENCE MULTIPLE-FAMILY RESIDENCE SUBURBAN APARTMENTS RESIDENTIAL ESTATE SPECIFIC DEVELOPMENT SPECIFIC PLAN VA 05-64 & 05-65 ORANGE HOUSING DEVELOPMENT CORP. 1501 NORTH ROSS STREET N G fA c9(' - = 500 FEET AND BUILD EXHIBIT 1 758-5 N G AGE N C Y ..... COMMERCIAL ..... ~ SIXTEENTH STREET ai 0 ~ SINGLE FAMILY Cl: I- ~ ~>-CJi ~>-CJi ~>-CJi RESIDENTIAL >- W ~ C!l~UJ ~~~ C!l~UJ SINGLE FAMILY ..... W ~ ~~Cl: Ui1l: ~~Cl: RESIDENTIAL MFR 11: a: 0 0lL( 0lL( l- I- i:: en W ..... 5 ~ MUL TI FAMILY W ..... '" RESIDENTIAL a: ~ j:: ::!; UJ I- ai UJ Q" en 9 0 :::> DUPLEX ffl Ol DUPLEX 0 Cl: UJ >- SINGLE FAMILY ..... SINGLE FA MIL Y ~ >- RESIDENTIAL RESIDENTIAL 11: ::' i:: '" SINGLE FAMILY >-..... 5 "- RESIDENTIAL ~~ ::!; 1I:ai ..... i::9 :::> .....ffl SFR ::!; ~Cl: FIFTEENTH STREET SINGLE FAMILY SINGLE FA MIL Y >-..... RESIDENTIAL RESIDENTIAL ~~ I- 1I:ai WILLARD ..... SINGLE FAMILY Z i::9 '" RESIDENTIAL < .....ffl INTERMEDIATE i:: SCHOOL <: a: ~Cl: 0 ::::> ~ >-..... C Cl: ::'~ en ..... en ~ "'<: 0 11: "-UJ a: _0 1-- :::> :::>UJ ::!; ::!;Cl: tJ} ~~ VA 05-64 & 05-65 ORANGE HOUSING DEVELOPMENT CORP. 1501 NORTH ROSS STREET A ~ P LAN N N G AGE N C Y N G AND B U L 0 EXHIBIT 2 758-6 1'1 ~.~ gmT,. - ----- I - ~ k ! c.. ~ ~ - ~ ~ ~ " . ',' ' II uq illi I :~_ !~J II e9Q'l:. ".,.........-..0 ~;u...~...........-;~::>' -i ddO~ ,,,"" ~I, S:\JH ])1-,,",: Ii I ~~"~,~""" ',cCIl'"'' ~ld" ,JJdS SSJ~ '" 'W~,c'J "I" p,r"d ~ '~ ;: g ~- z~ ;; <:: .... <( Cl .... U w (3 ~ 0.. ~ i " . ~ ~ . o r'r ., .',' ., I - L Ii ,- ~' , :. ], ~ --;----- --~ '!: ":: --~-o .!: i -l-- ---;; ~I _- -~ " (;L :t ~ ---e ') I 10 I +--,,-- t-- ~~---o I \) ~ L+~__ 1 u.. jO , 0- + 4--, I '" IUa'(.l1 t "i 0::'0 ,- ~ 0 ~3 '!i;t "",) 0 " 0' ~I,,- Sf ~if > 0 u i . u . << ;; . ~ ~ ~ 0 8 - ---;lfh'iS,l -1' p.-c ,- 0- 0----------- 0' , ~ ,~---~--I-- ;I c 0' I I J ~-+- ~ 1 G--------- ~ ! 0' '" -"-----+ ~ o--~------ o !_-.-- -------t ~ O-~~ ~<, ~V.'\ Ldi // 0- ~I _i-. ~ 1;( II ~! 0 f.o l I -+-- 111~J 1 L- ______JI I , I ---l----.----~-7 \ ~_-_==.:::._=-.:..._===___:_:_:_t_:__~-....:.:~:~__ '" " o I ~ ~-":~t I ~~~J 0- ~ ~ of' -~ , I -~i --;-;;-- --...LiE1>L'-S- 5<3'o'g ""i- 75Siti1T 3 1.:' lScJ;.j ~\I\;'-'d J11S <::: j ~\;' lJ]~iS SS::':'dall' ,\,' ~: :$' ~ I , I i I L~ C~ I i ! l:J~ <( I la;;'~s i 1 I _~'f' I ii. j- z :3 "- '" o ~ .... II> I)' ;;: " z :3 "- w ~ Vi I.--~----,,----- I&#:~ ~~j I I II e~~!!~ Ii I " ,,', 'L u i ~- 9 I I IL;>i' nil.. I I ,i ~' ",I >!I I ---II : I :l'i-=<:': t-1G ~;I\JISI",O~, J:Hrv"tJC Ii .,~._ II ~-_.~'._."" 61UOI,nS'JO:l1 S~d'1 l::<_H:~lS 55:]/:: 'i HJ\itlnO:Jll'j pa!DJd H---~ ------- -. r---- , ^ql UOISII\.iljl iljDp '" >0-- r ~- i tJ3 >:"",=1 ~ --1 II --J .1, ~' ~~, .".' '. \\ ,. I ~ -4-?~-- EXHIBIT 4 75B~8 I i Ii ffi[ ~i: D . ~ ~ -a ..a '" E ~ ~ ~!I I;; n " ".1 L ,( l;-~--l ! I -. ' ~~71d cOC-d ':XW2'3S I SidV' 133~lS SSDd :;';'1'1 Fiil~5 I I 1 ! "---l I I! il'*=""j i: ~ n~ , I '" c ~ ()~ U '10 f/l i It d~ ell ~ L~ ~ ,- i I~-- -------- i ',_ .?OC.o=>n.~'f>fC I, ;,JO '_-'r--.'I~'~~' ~~"~""" , ' _ 'c" Jel',,"'" i I -- I ~ ~L S\UD\lfSUOJ ...0 __ I S*~'i lJ-::idl~\~No.; .~.;;.;.,u_ ~ ~_~~~v~lrlC alII pilfoJd I ) -rl-r~ji= li~. j , 11 Ii 11 ">- L+::3 F J _." I I ! ~i -I lJ; -I -.4",S-g - -- , , y, 75B~9 ~\J't~d i w-n-j ~J d'J l=-=.l-=-__S_::O~ :i1li:1 lililyS ('~ ~ C'-J ; <{ .1 !! I C/> i I",' I,;: , ' z :3 [L '" o ~ o '" ~ Variance No. 2005-64 December 12, 2005 Page 1 of 1 Findings of Fact A. That because of special circumstances applicable to the subject property, including size, shape, topography, location, or surroundings, the strict application of the zoning ordinance is found to deprive the subject property of privileges not otherwise at variance with the intent and purpose of the provisions of this chapter. Special circumstances are applicable to the subj ect site that necessi tates a parking variance for the proj ect. The subj ect si te currently contains 30 parking spaces, one for each unit. The applicant will be reducing the number of units on the premises to 24, further reducing the parking demand for the site. Additionally, occupancy restrictions will be established for the project that will result in a lesser number of residents than currently found on the premises, further reducing the need for parking. Therefore, the strict application of the zoning code would deprive the subject property of privileges. B. That the granting of a variance is necessary for the preservation and enjoyment of one or more substantial property rights. The parking variance is necessary to preserve property rights as the owners will be rehabilitating the existing complex and providing affordable, rent controlled housing for residents of the City. C. That the granting of a variance will not be materially detrimental to the public welfare or injurious to surrounding property. The granting of the variance for a reduction in parking will not be detrimental to the area as the reduction in units, in conjunction with the occupancy restrictions, will result in a lower parking demand. D. That the granting of a variance will not adversely affect the General Plan of the City. The granting of the variance will not adversely affect the Ci ty I S General Plan in any way as the land use designation of Medium Density Residential (MR) allows the rehabilitation of existing apartment complexes. 7 5B'S.bf'ljT 5 DECEMBER 12, 2005 PAGE 1 OF 1 Conditions for Approval variance No. 2005-64 is approved subject to compliance, to the reasonable satisfaction of the Planning Manager, with applicable sections of the Santa Ana Municipal Code, the California Administrative Code, the Uniform Fire Code, the Uniform Building Code, and all other applicable regulations. In addition, it shall meet the following conditions of approval: The applicant must comply with each and every condition listed below prior to exercising the rights conferred by this variance. The applicant must remain in compliance with all conditions listed below throughout the life of the variance. Failure to comply with each and every condition may result in the revocation of the variance. A. Planning Division 1. The project must remain in compliance with the submitted plans shown for the development (Exhibits 3 and 4) . 2. Prior to issuance of building permits, a copy of the deed restrictions and covenants for the project shall be submitted to the Planning Division for review and approval. 3. l?riorf to submitting . plans ,into building planoheck,.! the applioant,' shall submit plans fo;!:' review and approval by .the ager:'that incorporate architectural ~ . s. to . (Added by the P:Z~n:rpJ.D.g Co"""issJ.QA onPf!toJ,Z, EXHIBIT 6 758-11 Variance No. 2005-65 December 12, 2005 Page 1 of 1 Findings of Fact A. That because of special circumstances applicable to the subject property, including size, shape, topography, location, or surroundings, the strict application of the zoning ordinance is found to deprive the subject property of privileges not otherwise at variance with the intent and purpose of the provisions of this chapter. Special circumstances exist that necessitate a variance for the unit sizes. The existing project will be reconfigured into one and two-bedroom units through the merger of studio units. Given the existing layout of the project, it is unfeasible to provide units that meet the minimum unit size for one-bedroom units. B. That the granting of a variance is necessary for the preservation and enjoyment of one or more substantial property rights. The unit size variance is necessary to preserve property rights as the owners will be rehabilitating the existing complex and providing affordable, rent controlled housing for residents of the City. C. That the granting of a variance will not be materially detrimental to the public welfare or injurious to surrounding property. The granting of the variance for a reduction in one-bedroom unit size will not be detrimental to the area as the reduction in units, in conjunction with the occupancy restrictions, will result in a lower overall occupancy level for the project. D. That the granting of a variance will not adversely affect the General Plan of the City. The granting of the variance will not adversely affect the Ci ty I S General Plan in any way as the land use designation of Medium Density Residential (MR) allows the rehabilitation of existing apartment complexes. 75~~T172 DECEMBER 12, 2005 PAGE 1 OFl Conditions for Approval Variance No. 2005-65 is approved subject to compliance, to the reasonable satisfaction of the Planning Manager, with applicable sections of the Santa Ana Municipal Code, the California Administrative Code, the Uniform Fire Code, the Uniform Building Code, and all other applicable regulations. In addition, it shall meet the following conditions of approval: The applicant must comply with each and every condition listed below prior to exercising the rights conferred by this variance. The applicant must remain in compliance with all conditions listed below throughout the life of the variance. Failure to comply with each and every condition may result in the revocation of the variance. A. Planning Division 1. The project must remain in compliance with the submitted plans shown for the development (Exhibits 3 and 4) . 2. Prior to issuance of building permits, a copy of the deed restrictions and covenants for the project shall be submitted to the Planning Division for review and approval. ~rior to submitting plans into building plan' check,? the applicant shall submit plans for review and approv~l by the Pl~ing Manager that incorporate architectural enhancements to the b\1ilding ~. (Added by the Plazming Commissiofl, . o.a D,.c~Qlber 12(. 2005) ~ EXHIBIT 8 758-13 KO -12/19/05 RESOLUTION NO. 2006- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA ANA APPROVING VARIANCE NO. 2005-64 AS CONDITIONED TO ALLOW REDUCTIONS IN THE REQUIRED PARKING AND APPROVING VARIANCE NO. 2005-65 AS CONDITIONED TO ALLOW REDUCTION IN THE BEDROOM SIZE FOR THE PROPERTY LOCATED AT 1501 NORTH ROSS STREET BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA AS FOLLOWS: Section 1. The City Council of the City of Santa Ana hereby finds, determines and declares as follows: A. Applicant is requesting approval of Variance No. 2005-64, to a reduction in the required parking and Variance No. 2005-64 to allow one-bedroom units that are smaller than allowed by code for the property located at 1501 North Ross Street. B. Variance Nos. 2005-64 and 2005-65 came before the Planning Commission on December 12, 2005 for a duly noticed public hearing and voted unanimously to recommend that the City Council approve Variance No. 2005-64 and Variance No. 2005-65. C. Variance Nos. 2005-64 and 2005-65 came before the City Council for a duly noticed public hearing on January 3, 2006. D. Section 41-681.3(3) of the Santa Ana Municipal Code (SAM C) requires nonconforming multiple-family residential projects to comply with the City's parking requirements if the number or size of the bedrooms will be increased on the site through rehabilitation. E. Section 41-1322 requires 74 parking spaces for the proposed project. The current site only has 30 parking spaces available. As such, a variance of 44 parking spaces will be required. F. The City Council determines that for Variance No. 2005-64 the following findings, which must be established pursuant to Santa Ana Municipal Code Section 41-638 in order to grant a variance from the provisions of the Santa Ana Municipal Code, have been established: i. That because of special circumstances applicable to the subject property, including size, shape, topography, location, Resolution No, 2006-xx Page 1 of 7 758-14 or surroundings, the strict application of the zoning ordinance is found to deprive the subject property of privileges not otherwise at variance with the intent and purpose of the provisions of this chapter. Special circumstances are applicable to the subject site that necessitates a parking variance for the project. The subject site currently contains 30 parking spaces, one for each unit. The applicant will be reducing the number of units on the premises to 24, further reducing the parking demand for the site. Additionally, occupancy restrictions will be established for the project that will result in a lesser number of residents than currently found on the premises, further reducing the need for parking. Therefore, the strict application of the zoning code would deprive the subject property of privileges. ii. That the granting of a variance is necessary for the preservation and enjoyment of one or more substantial property rights. The parking variance is necessary to preserve property rights as the owners will be rehabilitating the existing complex and providing affordable, rent controlled housing for residents of the City. iii. That the granting of a variance will not be materially detrimental to the public welfare or injurious to surrounding property. The granting of the variance for a reduction in parking will not be detrimental to the area as the reduction in units, in conjunction with the occupancy restrictions, will result in a lower parking demand. iv. That the granting of a variance will not adversely affect the General Plan of the City. The granting of the variance will not adversely affect the City's General Plan in any way as the land use designation of Medium Density Residential (MR) allows the rehabilitation of existing apartment complexes. G. Section 41-272.01 of the SAMC requires one-bedroom units to be a minimum of 550 square feet in size. The rehabilitation project results in 13 Resolution No. 2006-xx Page 2 of 7 758-15 one-bedroom units that are approximately 509 square feet in size. As such, a 41 foot variance for these 13 one-bedroom units will be required. 1. The City Council determines that for Variance No. 2005-65 the following findings, which must be established pursuant to Santa Ana Municipal Code Section 41-638 in order to grant a variance from the provisions of the Santa Ana Municipal Code, have been established: i. That because of special circumstances applicable to the subject property, including size, shape, topography, location, or surroundings, the strict application of the zoning ordinance is found to deprive the subject property of privileges not otherwise at variance with the intent and purpose of the provisions of this chapter. Special circumstances exist that necessitate a variance for the unit sizes. The existing project will be reconfigured into one and two-bedroom units through the merger of studio units. Given the existing layout of the project, it is unfeasible to provide units that meet the minimum unit size for one-bedroom units. II. That the granting of a variance is necessary for the preservation and enjoyment of one or more substantial property rights. The unit size variance is necessary to preserve property rights as the owners will be rehabilitating the existing complex and providing affordable, rent controlled housing for residents of the City. iii. That the granting of a variance will not be materially detrimental to the public welfare or injurious to surrounding property. The granting of the variance for a reduction in one- bedroom unit size will not be detrimental to the area as the reduction in units, in conjunction with the occupancy restrictions, will result in a lower overall occupancy level for the project. iv. That the granting of a variance will not adversely affect the General Plan of the City. The granting of the variance will 110t adversely affect the City's General Plan in any way as the land use designation of Medium Density Residential (MR) Resolution No, 2006-xx Page 3 of 7 758-16 allows the rehabilitation of existing apartment complexes. H. In accordance with the California Environmental Quality Act, the recommended action is exempt from further review pursuant to Section 15301. This Class 1 exemption allows the repair, maintenance and minor alteration of existing structures with no expansion. Categorical Exemption No. 2005-210 will be filed for this project. Section 2. The City Council of the City of Santa Ana after conducting the public hearing hereby approves: A. Variance No. 2005-64 as conditioned in Exhibit A attached hereto and incorporated herein as though fully set forth. B. Variance No. 2005-65 as conditioned in Exhibit B attached hereto and incorporated herein as though fully set forth These decisions are based upon the evidence submitted at the abovesaid hearing, which includes but are not limited to: the Staff reports and exhibits attached thereto; and the public testimony all of which are incorporated herein by this reference. Section 3. This Resolution shall only become effective once the City Council adopts a Relocation Plan for this property. If a Relocation Plan is not adopted within sixty (60) days from adoption of this resolution, then this resolution shall be null and void and have no fu rther force and effect. ADOPTED this day of ,2006 Miguel A. Pulido Mayor APPROVED AS TO FORM: Joseph W. Fletcher, City Attorney By: Kylee O. Otto Assistant City Attorney Resolution No, 2006-xx Page 4 of 7 758-17 AYES: Councilmembers NOES: Council members ABSTAIN: Councilmembers NOT PRESENT: Council members CERTIFICATE OF ATTESTATION AND ORIGINALITY I, PATRICIA E. HEALY, Clerk of the Council, do hereby attest to and certify the attached Resolution No. 2006-XXX to be the original resolution adopted by the City Council of the City of Santa Ana on Date: Clerk of the Council City of Santa Ana Resolution No, 2006-xx Page 5 of 7 758-18 Conditions for Approval for Variance No. 2005-64 Variance No. 2005-64 is approved subject to compliance, to the reasonable satisfaction of the Planning Manager, with applicable sections of the Santa Ana Municipal Code, the California Administrative Code, the Uniform Fire Code, the Uniform Building Code, and all other applicable regulations. In addition, it shall meet the following conditions of approval: The applicant must comply with each and every condition listed below prior to exercising the rights conferred by this variance. The applicant must remain in compliance with all conditions listed below throughout the life of the variance. Failure to comply with each and every condition may result in the revocation of the variance. A. PlanninQ Division 1. The project must remain in compliance with the submitted plans shown for the development (Exhibits 3 and 4). 2. Prior to issuance of building permits, a copy of the deed restrictions and covenants for the project shall be submitted to the Planning Division for review and approval. 3. Prior to submitting plans into building plan check, the applicant shall submit plans for review and approval by the Planning Manager that incorporate architectural enhancements to the building. Exhibit A Resolution No, 2006-xx Page 6 of 7 758-19 Conditions for Approval for Variance No. 2005-65 Variance No. 2005-65 is approved subject to compliance, to the reasonable satisfaction of the Planning Manager, with applicable sections of the Santa Ana Municipal Code, the California Administrative Code, the Uniform Fire Code, the Uniform Building Code, and all other applicable regulations. In addition, it shall meet the following conditions of approval: The applicant must comply with each and every condition listed below prior to exercising the rights conferred by this variance. The applicant must remain in compliance with all conditions listed below throughout the life of the variance. Failure to comply with each and every condition may result in the revocation of the variance. A. Planning Division 1. The project must remain in compliance with the submitted plans shown for the development (Exhibits 3 and 4). 2. Prior to issuance of building permits, a copy of the deed restrictions and covenants for the project shall be submitted to the Planning Division for review and approval. 3. Prior to submitting plans into building plan check, the applicant shall submit plans for review and approval by the Planning Manager that incorporate architectural enhancements to the building, Exhibit B Resolution No, 2006-xx Page 7 of 7 758-20 REQUEST FOR COUNCIL/AGENCY ACTION MEETING DATE: ~ ~ CLERK OF COUNCIL USE ONLY: JANUARY 3, 2006 TITLE: APPROVED o As Recommended o As Amended o Ordinance on 1 st Reading o Ordinance on 2nd Reading o Implementing Resolution o Set Public Hearing For LOAN AGREEMENTS WITH ROSS & DURANT, L.P. AND AUTHORIZATION OF RELOCATION PLANS ~J&!;L CITY MANAGER CONTINUED TO FILE NUMBER EXECUTIVE DIRECTOR RECOMMENDED ACTION CITY COUNCIL ACTION 1. Direct the City Attorney to prepare a loan agreement with Ross & Durant, L.P. for the acquisition of a 30 unit multi-family property located at 1501 N. Ross Street in an amount not to exceed $1,400,000 and authori ze the Executive Director of the Community Development Agency or designee to execute all required documents. 2. Adopt a resolution approving the Relocation Plan for residential property located at 1501 N. Ross Street. 3. Direct the City Attorney to prepare a loan agreement with Ross & Durant, L.P. for the acquisition of a 35 unit multi-family property located at 1411 N. Durant Street in an amount not to exceed $1, 600,000 and authori ze the Executive Director of the Community Development Agency or designee to execute all required documents. 4. Adopt a resolution approving the Relocation Plan for residential property located at 1411 N. Durant Street. 80A-1 Loan Agreements with Ross & Durant, L. P. and Authorization of Relocation Plans January 3, 2006 Page 2 COMMUNITY REDEVELOPMENT AGENCY ACTION 1. Direct the Agency General Counsel to prepare a loan agreement with Ross & Durant, L. P. for the acquisition of a 30 unit multi-family property located at 1501 N. Ross Street in an amount not to exceed $3,006,920 and authorize the Executive Director or designee to execute all required documents. 2. Direct the Agency General Counsel to prepare a loan agreement with Ross & Durant, L. P. for the acquisition of a 35 unit multi-family property located at 1411 N. Durant Street in an amount not to exceed $2,043,924 and authorize the Executive Director or designee to execute all required documents. DISCUSSION In an effort to provide for the demand for appropriately sized affordable housing in the City, staff continually seeks projects that will assist in meeting this need. The current proposed proj ects are located in the Willard neighborhood. In this neighborhood, multi-family units make up ninety-one percent of the total, predominately studio and one-bedroom. While the units are small, seventy-six percent of the households in Willard are comprised of four or more individuals. Orange Housing Development Corporation (OHDC) and C&C R&D, LLC, have formed a partnership, Ross & Durant, L.P. to acquire and rehabilitate two multi-family properties located at 1501 N. Ross Street and 1411 N. Durant Street (Exhibit 1) which have 30 and 35 studio apartments, respectively. The Ross Street property will be converted into 24 one and two bedroom units. The Durant Street property will be converted into 25 one, two and three bedroom units. All but one unit designated as a manager unit at the Durant Street property will have recorded affordability covenants, which restrict allowable rents and incomes to very low- and low-income households in perpetuity (Exhibit 2). In addition to affordability covenants, the future occupancy will be restricted to three persons for one-bedroom units, four persons for two bedroom units, and six persons for three bedroom units. 80A-2 Loan Agreements with Ross & Durant, L. P. and Authorization of Relocation Plans January 3, 2006 Page 3 The purchase price for 1501 N. Ross Street is $3,400,000. Development and financing costs are estimated at $ 3,141,846 for a total project cost of $6,541,846. Ross & Durant, L.P. will be applying for $993,100 in tax- exempt bonds, and $ 896,138 in low-income housing tax credits that will be used for permanent financing. The purchase price for 1411 N. Durant Street is $4,200,000. Development and financing costs are estimated at $ 3,221,288 for a total project cost of $7,421,288. Ross & Durant, L.P. will be applying for $ 1,188,100 in tax-exempt bonds, and $ 2,328,542 in low-income housing tax credits that will be used for permanent financing. The City and Agency will provide loan funds to both proj ects in order to fill the gap in financing the acquisition and rehabilitation (Exhibit 3). City and Agency funding will be contingent on approval of the bond allocation and tax credits, and appropriate environmental clearances as required by the National Environmental Policy Act (NEPA) and the California Environmental Quality Act (CEQA). The acquisition and rehabili tation of these properties will assist the City and Agency to meet the affordable housing goals as identified in the Consolidated Plan, Redevelopment Implementation Plan and Housing Element. When a Redevelopment Agency enters into an agreement for the acquisition or disposition and development of property which agreement would lead to displacement of people from their homes, the legislative body must adopt, by resolution, a relocation plan. The 1501 N. Ross Street and 1411 N. Durant Relocation Plans (Exhibits 4 and 5) have been prepared in conformance with applicable provisions of California Relocation Assistance Law and Relocation Guidelines as well as United States Department of Housing and Urban Development (HUD) guidelines. These plans are required due to the temporary and permanent relocation of households during the rehabilitation. The developer has made arrangements to provide temporary relocation to 43 households. There will also be permanent relocation benefits provided to as many as 14 households. The estimated cost for relocation is $350,000 and is part of the development budget. This action was placed on the December 20, 2005, agenda for recommendation by the Community Redevelopment and Housing Commission. No action was taken due to a lack of quorum. 80A-3 Loan Agreements with Ross & Durant, L. P. and Authorization of Relocation Plans January 3, 2006 Page 4 FI SCAL IMPACT Funds for the acquisition and rehabilitation loans are available In the HOME Program in the amount of $3,000,000 (account no. 130-148-6951) and Tax Increment Housing Set-Aside Fund in the amount of $5,050,744 (account no. 507-936-6951). APPROVED AS TO FUNDS AND ACCOUNTS: (Z,d~~-i\~ ri~Francisco Gutierrez fwf LU Executive Director Finance and Management Services Agency Patricia C. Whitaker Executive Director Community Development Agency PCW/SLB/mlr H:\ACTIONS\2006 CC\JT CC-CRA LoanAgreeRoss-Durant-AuthorizationRelocPlans 1-3-06.doc 80A-4 16TH STREET I- W W a: I- eI).. 15TH eI) eI) o a: ).. l.lJ -.J -.J <( I- W W a: I- eI) STREET ).. Lu -.J -J ...... <( Ilr~1i'r- ...mm....mm...m...............................! ml I I- Z <( a: ::;) c ~ 1501 North Ross Street 1~~~~m~~~mi~i~~~i~iJ 1411 North Durant Street Exhibit 1 80A-5 ~ ::: c <( o a: lD 1:- LEVELS OF AFFORDABILITY AND UNIT MIX 1501 N. Ross Affordability Level Bedrooms Number of Units Allowable Rent 40% 1 2 $576 2 1 $691 50% 1 11 $720 2 4 $863 60% 2 6 $1 ,036 1411 N. Durant Affordability Level Bedrooms Number of Units Allowable Rent 1 1 $576 40% 2 1 $691 3 2 $768 50% 2 3 $863 3 3 $960 1 4 $864 60% 2 5 $1,036 3 5 $1 , 152 EXHIBIT 2 80A-6 SOURCES AND USES BUDGET Funding Sources Tax Exempt Bonds Community Redevelopment Agency (Housing Setaside) City of Santa Ana (HOME Funds) Deferred Developer Fee Capital Contribution - General Partner Capital Contribution - Limited Partner (Tax Credits) Funding Uses Acquisition Residential Construction and Related Costs EXHIBIT 3 80A-7 1501 N. Ross 993,100 3,006,920 1,400,000 245,660 28 896,138 6,541,846 1411 N. Durant 1,188,100 2,043,924 1,600,000 260,650 72 2,328,542 7,421,288 1501 N. Ross 3,400,000 3,141,846 6,541,846 1411 N. Durant 4,200,000 3,221,288 7,421,288 Total 2,181,200 5,050,844 3,000,000 506,310 100 3,224,680 13,963,134 Total 7,600,000 6,363,134 13,963,134 RELOCATION PLAN FOR THE 1 SO 1 NORTH Ross STREET REHABILITATION & AFFORDABLE HOUSING PROJECT Prepared for: THE CITY OF SANTA ANA'S COMMUNITY DEVELOPMENT AGENCY Presented by: OVERLAND, PACIFIC & CUTLER, INC. DECEMBER 1, 2005 EXHIBIT 4 80A-8 INTRODUCTION .,....,.,........,....,.,.."....."..."",...,...,..,..",. I. PROJECT LOCATION AND DESCRIPTION .....,.....,.,...,.,.,...,."..,. 2 A, LOCATION. . . . . . . . , , , . . . . , , , . . . , . . . , . . . . . . , . . . . . , , , . , . . . , . . , , , ., 2 B. PROJECT NEIGHBORHOOD CHARACTERISTICS. . . , , , . . . . . , , , , . . . , ,. 3 C, PROJECT DESCRIPTION ......,.,..,.,....,....,.,.,....."..,... 5 II. ASSESSMENT OF RELOCATION NEEDS .....,....,.......,......,.....,.. 7 A. METHODOLOGY.. .. . , . , ,. .. , . , . , . ... , . , . , . , , . " . , . ... . , . .. .. , , .. 7 B. SURVEY RESULTS, . . , . . , . . . . , . , . . . , . . , , , , . . , . , , . . . . , . , , , . . , , , , .. 7 1. Occupancy . , . . , . . , . . . . , , . . . . , . . . . , . . . . , . , . . . . , , , . . , . , , . , .. 7 2. Household Income, . . , . . , . . , . , , . . . . , . , . . , . , . , . . . , . , , . . , , , . .. 8 3, Demographic Summary. . . . . . , . . , . , . , . . , . . , . , . , . . , , , . . . . , . , " 8 4, Profile of Potentially Displaced Residents. . . , . , . , . . , . , , . . . , . , . . " 9 III. HOUSING RESOURCES .....,.".....,...,.,.".....,....,.".,..,..., 10 IV. THE RELOCATION PROGRAM, . . . . . , . . . . , . . . , , . . . . . , . . . . . , . , , . , . . , . , . ., 11 A. PROGRAM ASSURANCES, STANDARDS AND OBJECTIVES, . . . . . . . . ., 11 B. RELOCATION ADVISORY ASSISTANCE. . . . . . , . . . . . . . , . . . . . . , . . . . ,. 12 C. RELOCATION BENEFITS (FINANCIAL ASSISTANCE) .,.,......,.,..,. 13 1, Temporary Displacees , . . . , . . , . , . , . . . . . . . . . . . . . . . . . . . , . . . . " 14 2, Permanent Displacees . . . . . , . . , . . . . . . . . , . , . . , . . , . . . . . , . . . . " 15 3. Summary. . . , , . . . . , . . . . , . . . . . , . . . . . , . . , . . . . , . . , . , , . , . , . '. 19 D. GENERAL INFORMATION ON PAYMENT OF RELOCATION BENEFITS... 19 E. LAST RESORT HOUSING ,.,...,..........,.,.,."....,."...",. 20 F. IMMIGRATION STATUS. . , . . . . . , . . . , . . . . . , . . . . , . , . . , . . , . , . . . , . . .. 21 G. RELOCATION TAX CONSEQUENCES, . . . . . , . , . , . , , . . . , . , . , . , , , . . .. 21 H. GRIEVANCE PROCEDURES. . , . . . . . , . . . . . , . . . . , . , . . . , . , , . . . , . , , " 22 I. EVICTION POLICY .....,....,...."....,.,..,.,....,....."..... 22 J. PROJECTED DATES OF DISPLACEMENT, . , . . . . . , . . . . . , , , . , . . , , . . .. 23 K, CITIZEN PARTICIPATION ..."....,...".....".....,.,...,."." 23 L. ESTIMATED RELOCATION COSTS ,.....,...,..,...,.",...,.".., 23 80A-9 Table 1: Table 2: Table 3: Table 4: Table 5: Table 6: Table 7: Table 8: Project Neighborhood Amenities .,.....,....,....."......,..,'..,.",... 3 Proposed Property Unit Mix by Affordability Levels. . . , . . . . . , . , . . , . . . , . . . , , , .. 5 Distribution of Households by Family Size . , . . , . . , . . . , . , . . . . , . . , . . , . , . . . . . " 7 Income Levels. . . . . . , . . . . , . . . . . , . . . . , . . . . . . . . , . , . . . , , . . , . . . . , . , , . . , , .. 8 2000 Census Population - City of Santa Ana & Tract 750.03 ..".,....,...,..,. 8 Rental Unit Availability and Cost by Bedroom Size ...,.....'"...,.,.,.'.... 1 0 Schedule of Fixed Moving Payments . . , . . . . . , . . . . , . . . . . . . , . . . . . . . , . . . . , .. 16 Example Computation of URA Rental Assistance Payments ..,.......,....,.. 18 Exhibit A: Exhibit B: Exhibit C: Residential interview Form HUD Income Limits - Orange County Plan Addendum (Public Comments & Response to Public Comments) 80A-1 0 Orange Housing Development Corp. (the Developer) has proposed the rehabilitation of 1501 N. Ross Street into a mix of affordable housing units (the Project). In addition to interior and exterior rehabilitation activities, the Project involves the rehabilitation of the property from studio unit apartments to a mix of 1- & 2-bedroom affordable housing units; reducing the overall number of units from 30 to 24 units. As a result of the planned rehabilitation, households will need to be displaced temporarily or on a permanent basis, subject to qualifying occupancy and income standards to return to the rehabilitated units. Funding for the Project will come from the Department of Housing and Urban Development (HUD) HOME program, administered through the City of Santa Ana's Community Development Agency (the Agency); Agency tax increment monies; tax credits; and, Developer funds. The use of HOME Program funds and the involvement of the Agency trigger the need to provide relocation assistance and benefits in accordance with federal law (42 U.S.C. 4601 et seq.), HUD relocation guidelines (HUD Handbook 1378), California relocation law (California Government Code Section 7260 et seq.) and the California relocation guidelines (California Code of Regulations Title 25 Chapter 6). Among the regulatory requirements applicable to the Project, is the need to prepare a relocation plan. The purposes of the relocation plan, in broad terms, are to address the needs of potential displacees, the availability of adequate replacement housing and the means by which required assistance will be provided. This relocation plan (the Plan) has been prepared by Overland, Pacific & Cutler, Inc. (OPC), a professional consulting firm specializing in public agency acquisition and relocation projects for submission to the Agency. The Plan is organized in 4 sections: Section I: Project description and general demographic data Section II: Profile of tenants who may be displaced Section III: Description of available housing resources Section IV: Description of the relocation assistance program Prepared by Overland, Pacific & Cutler, Inc. Page 1 80A-11 A. LOCATION The Project is located at 1501 North Ross Street in northern portion of the City of Santa Ana, to the west of Interstate 5 Freeway. The Project is generally bounded by West 16th Street to the north, West 15th Street to the south, North Durant Street to the east and North Ross Street to the west. (see Figures 1 and 2). , ..,..... "SlInIlajl<>P. ~...>..;.... CI Figure 1: Regional Project Location Prepared by Overland, Pacific & Cutler, Inc. Page 2 80A-12 Relocation Plan for the OHDC 1501 North Ross Street Rehabilitation Project ..... ,c'C , ~l I "11'1 f' ..... 'I II .~ .1 i t1ji Ii I' hlCl2003 "'1~rosOIl Co . and/or Its su Figure 2: Project Site Location lIers. Alt B. PROJECT NEIGHBORHOOD CHARACTERISTICS The Project is located in the high density residential area of the City of Santa Ana, close to schools, shopping and with easy access to the 1-5 Freeway. Table 1 lists some neighborhood amenities and their distance from the Project. Prepared by Overland, Pacific & Cutler, Inc. Page 3 80A-13 Relocation Plan for the OHDC 1501 North Ross Street Rehabilitation Project Table 1 : Project Neighborhood Amenities Facility Miles from Project Medical . Kindred Hospital Santa Ana 1,1 . St. Joseph Hospital 1.5 . Children's Hospital of Orange 1,6 . Kaiser Permanente Medical Care 1,9 . Western Medical Center 2,2 School . Migrant Head Start 0,1 . Willard Intermediate School 0,1 . Storybook Preschool 0,2 . Davis Elementary School 0,5 . Gloria's Daycare 0.6 . Wilson Elementary School 0.6 . Mendez Intermediate School 0,7 . Santa Ana High School 0,9 . Century High School 2,2 Library . Santa Ana Public Library 0,6 . Orange Public Library 2.4 . Sunkist Library 4,8 . Anaheim Public Library 5,7 Entertainment . Old Courthouse Museum 0,5 . Fiesta Twin Theatre 0,7 . Empire Theatre 0.8 . Maverick Theater 2,0 . Santa Ana Zoo 2,0 . Edward's Bristol IV Cinema 4.2 Police/Safety . Orange County Sheriff Department 0.4 . Santa Ana Police 0,6 . Santa Ana Disaster Services 2.0 Shopping . Big Saver Foods 0.1 . Santa Rosa Market 0,3 . Westfield Shopping Mainplace 1,3 . Block at Orange 2,0 Transportation . Greyhound - Santa Ana 0.9 . Amtrak - Santa Ana 0,9 . Amtrak - Anaheim 3,2 . Greyhound - Anaheim 4.4 Prepared by Overland, Pacific & Cutler, Inc. Page 4 80A-14 Relocation Plan for the OHDC 1501 North Ross Street Rehabilitation Project C. PROJECT DESCRIPTION The Project involves the rehabilitation of 1501 North Ross Street. Currently the property is made up of studio apartments which will be converted into affordable 1- & 2-bedroom apartments. Additionally, interior rehabilitation activities will include replacement of major kitchen appliances, new paint and bathroom enhancements as well as replacement offloor coverings, doors and windows. Exterior improvements will include the addition, repair or replacement of roofs, staircases, balconies, landscaping, water heaters, decking, trash enclosures, parking lots and building facades. The property at 1501 North Ross Street currently has 30 studio units. The proposed rehabilitation will create 13 one-bedroom and 11 two-bedroom apartment units. The property will have a mix of affordability levels based on area median income (AMI) levels determined by HUD, from levels between 40% - 60%. The proposed affordability levels for the Ross property are shown in Table 2, below: Table 2: Proposed Property Unit Mix by Affordability Levels Unit Type 40% AM I 50% AM I 60% AM I Total ROSS One Bedroom 2 11 13 Two Bedroom 1 4 6 11 Three Bedroom 0 Total 3 15 6 24 The Developer is proposing to undertake all needed improvements to the individual units, up to 6 units at a time. The rehabilitation and construction cycle will last between three weeks to one month per unit and the construction is expected to begin immediately following the Agency approval in June 2006. As a result of the rehabilitation, residents will be required to move either temporarily or permanently from their units. Upon completion of the rehabilitation, residents who meet qualifying occupancy and income standards will be able to return to a rehabilitated unit. Those households which do not meet qualifying occupancy and income standards, will be Prepared by Overland, Pacific & Cutler, Inc. Page 5 80A-15 Relocation Plan for the OHDC 1501 North Ross Street Rehabilitation Pro;ect permanently displaced and provided appropriate and eligible relocation advisory and monetary assistance. Prepared by Overland, Pacific & Cutler, Inc. Page 6 80A-16 A. METHODOLOGY To obtain information necessary for the preparation of this Plan, interviews were conducted over a two week period in November 2005. Inquiries made of residential occupants concerned household size and composition, income, monthly rent, length of occupancy, ethnicity, home language, and physical disabilities. A sample of the residential interview form used in the interview process is presented in Exhibit A. Interviewers were successful in obtaining survey responses from 26 of 29 occupied households. Despite several attempts, 3 households could not be reached. Additional information gathered by the Developer from Project households was utilized for preparation of this Plan to confirm and, when available, add to information obtained from interviews, One unit was confirmed vacant at the time of the interviews. B. SURVEY RESULTS The known resident population within the Project totals 100 individuals. Among this group, there are 61 adults and 39 children. The 30 units included in this Plan now contain 30 rentable studio apartments. 1. Occupancy The breakdown of households by family size is as follows: Table 3: Distribution of Households by Family Size (29 households) # in Household 2 3 4 5 6 # of Households @ 1501 N Ross o 5 10 11 2 There is an average of 3.4 occupants per unit in the Project. In accordance with the local housing codes and the proposed rehabilitation, all households would meet necessary occupancy standards to be able to return to a rehabilitated unit in the Prepared by Overland, Pacific & Cutler, Inc. Page 7 80A-17 I Relocation Plan for the OHDC 1501 North Ross Street Rehabilitation Project Project or one of the units in another Developer's complex that is less than a block away. 2. Household Income Income data were obtained from 29 households. According to income standards for the County of Orange (Exhibit B) adjusted for family size as published by the United States Department of Housing and Urban Development (HUD), 7 Project area tenant households qualify as extremely low income (30% or less of median), 15 qualify as very low income (31%-50% of median), and 7 as low income (51%-80% of median). Table 4, below, identifies the breakdown between the income levels. The range of reported annual household incomes among the 29 respondents was $10,800-$50,037. Table 4: Income Levels (29 households) Location Extremely Low Very Low Low Moderate High 1501 N Ross 7 15 7 o o 3. Demographic Summary Of the 100 currently known residents, there are 61 adults and 39 children. The ethnic distribution in the Project is 100% Hispanic with Spanish reported as their primary household language in majority of households. This generally resembles the ran kings and pattern in the Census Tract Area but deviates from the overall Census figures for the City, shown in Table 5, below. Table 5: 2000 Census Population - City of Santa Ana & Tract 750.03 Population Tract 750.03 % City % White 3,152 38,3% 144,425 42.7% Black or African American 102 1.2% 5,749 1,7% American Indian and Alaska Native 145 1,8% 4,013 1,2% Prepared by Overland, Pacific & Cutler, Inc. PageS 80A-18 Relocation Plan for the OHDC 1501 North Ross Street Rehabilitation Project Asian 38 0,5% 29,778 8,8% Native Hawaiian and Other Pacific 0 0.0% 1,160 0,3% Islander Some Other Race 4,367 53.0% 137,360 40,6% Two or More Races 428 5,2% 15,492 4.6% Hispanic or Latino (of Any Race) 7,773 94.4% 257,097 76.1% Source: 2000 U.S. Census 4. Profile of Potentially Displaced Residents Funding source requirements limit occupancy in the Project to those households which earn less than 60% of the median income standard adjusted for family size as established by the United States Department of Urban Development (HUD) (See Exhibit B). Based upon the most currently available tenant income data, there are 5 households whose income exceeds the permitted limit at the 1501 North Ross apartments. Of the 5 Project households to be permanently displaced for not meeting the qualifying income criteria to return to the rehabilitated Project units, 2 will require studio replacement units, 1 will need a one-bedroom and 2 will be referred to the two-bedroom units based on a typical occupancy standards allowing up to 3 persons in a one-bedroom and up to 5 people in a two-bedroom unit. The average known tenure of the 5 households in the Project is approximately 2 years. There are no senior households (head of household 62 years or older) nor any reported disabilities that could affect the relocation process. When asked, most of the respondents prefer to remain in the Santa Ana neighborhood to remain close to employment and schools children attend. Prepared by Overland, Pacific & Cutler, Inc. Page 9 80A-19 Rehabilitation work in the Project will result in the need to temporarily displace 24 residents from their units. Temporary relocation needs will be met by utilizing available on-site units or units owned by the Developer less than a block away. The Developer anticipates that all households will be accommodated on-site and no temporary units off-site will be required. Due to the rehabilitation work and income criteria, 5 households will not be able to return to the Project once the units are rehabilitated. For purposes of determining the availability of rental housing resources for the permanent displacees within the City of Santa Ana, a survey was conducted during the month of November 2005. The results, summarized below in Table 6, indicate the number of found & needed units by bedroom size, the cost range in each category and median market rent for each category. Table 6: Rental Unit Availability and Cost by Bedroom Size Studio 1 bedroom 2 bedroom 3 bedroom # Found (# needed) 41 (2) 77 (1) 71 (2) 21 (0) Rent Range $550-$1,180 $795-$1,350 $895-$1,870 $1,250-$2,100 Market Median Rent $825 $950 $1,295 $1,600 It is expected that there will be more than adequate resources to house the 5 permanent displacees given the balance between needs and available resources. Concurrent Displacement There are no known projects that are planned concurrently with this project in the City of Santa Ana or surrounding areas that would compete with existing or anticipated housing resources. Prepared by Overland, Pacific & Cutler, Inc. Page 10 80A-20 The relocation program and assistance offered by the Developerwill conform to provisions of the California Relocation Law, Government Code Section 7260 et seq., the California Relocation Guidelines, California Code of Regulations Title 25, Chapter 6, as amended January 1, 1998, the federal Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (URA) and the implementing regulations of Handbook 1378 of the Department of Housing and Urban Development (HUD), as appropriate. A. PROGRAM ASSURANCES, STANDARDS AND OBJECTIVES To meet its regulatory obligations, the Developer will: 1. Fully inform eligible project occupants of the nature of, and procedures for obtaining relocation assistance and benefits, including the date and approximate duration of temporary relocation. 2. Determine the needs of each residential displacee household eligible for assistance. 3. Provide an adequate number of referrals with addresses to comparable, decent, safe and sanitary housing units within a reasonable time prior to displacement and supply information concerning the terms and conditions under which the tenant may lease and occupy said housing. 4. Assure that no residential occupant is required to move without a minimum of 90 days written notice to vacate. 5. Provide assistance that does not result in different, or separate treatment due to race, color, religion, national origin, sex, sexual orientation, marital status, or other arbitrary circumstances. 6. Supply information concerning federal, and state housing programs and other governmental programs providing assistance to displaced persons, as needed. Prepared by Overland, Pacific & Cutler, Inc. Page 11 80A-21 Relocation Plan for the OHDC 1501 North Ross Street Rehabilitation Project 7. Assist each eligible person to complete applications for benefits. 8. Make relocation benefit payments in accordance with State and HUD guidelines. 9. Inform all persons ofthe Developer's property management policies including criteria for pursuing tenant evictions. B. RELOCATION ADVISORY ASSISTANCE As a function of the overall relocation assistance program, technical and advisory assistance will be provided to all residents by Agency staff, the Developer and contracted relocation representatives. The following services and tasks will be undertaken: 1. Each displaced household will be personally interviewed to gather information appropriate to determine needs and preferences with regard to the replacement of existing accommodations. Inquiries made of residential occupants by relocation personnel will cover the following areas: family size, ethnic background, immigration status, age and health considerations, current employment status, family income, transportation needs, and preferences relative to replacement housing. 2. Non-displaced residents (temporary) will be provided appropriate notices and information informing them not to move permanently and the opportunity to lease and occupy a suitable, decent, safe and sanitary dwelling in the Project, under reasonable terms and conditions, upon completion of the project; reimbursement of any out-of-pocket costs; and other advisory services. 3. A printed Informational Brochure will be provided to all displaced households. Informational Brochures will be provided in Spanish, as necessary. Signed acknowledgments will be obtained to verify receipt of this material. 4. As soon as feasible, the relocation representative shall explain the relocation payments and other assistance for which households and individuals may be Prepared by Overland, Pacific & Cutler, Inc. Page 12 80A-22 Relocation Plan for the OHDC 1501 North Ross Street Rehabilitation Project eligible, including related eligibility requirements and the procedures for obtaining such assistance. 4. Assistance will be provided to complete rental application forms and coordinate move-in arrangements. Temporary displacees will be kept informed of project timing and receive appropriate notice to prepare for required moves. Claims for compensable expenses associated with the temporary displacement process will be processed expeditiously. 5. Special assistance in the form of referrals to governmental and social service agencies will be made, as appropriate. 6. Bilingual (Spanish-English) assistance will be provided, as needed. C. RELOCATION BENEFITS (FINANCIAL ASSISTANCE) Relocation benefits will be offered to all households temporarily or permanently displaced in accordance with the California Relocation Law, Government Code Section 7260 et seq., the California Relocation Guidelines, California Code of Regulations Title 25, Chapter 6, as amended January 1, 1998, the federal Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (URA) and the implementing regulations of Handbook 1378 of the Department of Housing and Urban Development (HUD), as appropriate. Benefits will be paid to eligible displaced persons upon submission of required documentation in accordance with approved procedures. Eligibility requirements and benefit plans will be discussed with all temporary and permanent displacees. In the course of personal interviews and follow-up visits, each displacee will be counseled as to available options and the consequences of any choice with respect to housing choices and potential financial assistance. The Developer will process advance payment requests in order to alleviate hardships for tenants who do not have access to sufficient funds to pay move-in costs such as first month's rent and/or security deposits. Requests for advance payments will be processed expeditiously to help avoid the loss of desirable, appropriate replacement housing. Prepared by Overland, Pacific & Cutler, Inc. Page 13 80A-23 Relocation Plan for the OHDC 1501 North Ross Street Rehabilitation Protect The relocation process includes: household interviews; needs analyses; appropriate replacement housing referrals; preparation and service of appropriate notices; file documentation, eligibility determinations, processing of claims; moving coordination; and other general services intended to assist displacees. 1. Temporary Displacees Temporary displacees will be offered payment for all reasonable out-of-pocket expenses incurred in connection with the temporary relocation including, but not limited to, the cost of moving to and from the temporarily occupied unit, furniture storage, utility connection charges, and any increase in housing costs, if any. Additionally, temporary displacees will be provided a timely written Notice of Non- Displacement containing an offer to lease and occupy a suitable, decent, safe and sanitary dwelling in the same Project, under reasonable terms and conditions upon completion of the Project. Such reasonable terms and conditions shall include a term of at least one year at a monthly rent and estimated average monthly utility costs that do not exceed the greater of: (a) The tenant's monthly rent before displacement and estimated average monthly utility costs; or (b) The total tenant payment if the tenant is low-income or 30 percent of gross income if the tenant is not low income. In accordnce with HUD guidelines, "total tenant payment" is the highest of: (1) 30% of a person's monthly adjusted income; (2) 10% of the person's monthly gross income; or (3) The designated allowance for rent and utility costs, if the person is receiving welfare assistance from a public agency and part of such assistance, adjusted in accordance with the person's actual housing costs, is specifically designated by the public agency to meet the person's rent and utility costs Prepared by Overland, Pacific & Cutler, Inc. Page 14 80A-24 Relocation Plantor the OHDC 1501 North Ross Street Rehabilitation Project 2. Permanent Displacees a. Residential Moving Expense Payments All residential occupants to be relocated will be eligible to receive a payment for moving expenses. Moving expense payments will be made based upon the actual cost of a professional move or a fixed payment based on a room- count schedule. i. Actual Cost (Professional Move) Displacees may elect to have a licensed professional mover perform the move. The actual cost of the moving services, based on at least two acceptable bids, will be compensated by the Developer in the form of a direct payment to the moving company upon presentation of an invoice. Transportation costs are limited to a distance of 50 miles in either case. In addition to the actual move, costs associated with utility re-connections (Le., gas, water, electricity, telephone, and cable, if any), are eligible for reimbursement. ii. Fixed Payment (based on Room Count Schedule) An occupant may elect to receive a fixed payment for moving expenses which is based on the number of rooms occupied in the displacement dwelling. In this case, the person to be relocated takes full responsibility for the move. The fixed payment includes all utility connections as described in (a), above. At a minimum, the fixed schedule payment for single occupancy efficiency units, furnished with the tenants own personal property, is $625 including all utility connections at the replacement location. The current schedule for fixed moving payments is set forth in Table 7 following: Prepared by Overland, Pacific & Cutler, Inc. Page 15 80A-25 Relocation Plan/or the OHDC 1501 North Ross Street Rehabilitation Project Table 7: Schedule of Fixed Moving Payments (effective 6-15-05) Unfurnished Dwelling One room $625 Two rooms $800 Three rooms $1,000 Four rooms $1,175 Five rooms $1,425 Six rooms $1,650 Seven rooms $1,900 Eight rooms $2,150 each additional room $225 Furnished Dwelling First Room $400 Each additional room $65 b. Rental Assistance To qualify for a rental assistance payment, tenants who are permanently displaced must have legally occupied their Project residence for a minimum of 90 days prior to the Developer's executed Agreement between the Agency and acquisition of the property. To be eligible to receive the rental assistance benefits the displaced tenant households have to rent or purchase and occupy a decent, safe, and sanitary replacement dwelling within one year from the date they move from the displacement dwelling. Tenants who occupied the property less than 90 days and have not occupied the property for the sole purpose of obtaining benefits, may be entitled to benefits under Last Resort Housing provisions. Based upon the available data regarding Project displacees, the permanently displaced households may qualify and may be eligible to apply for relocation benefits under URA provisions. Prepared by Overland, Pacific & Cutler, Inc. Page 16 80A-26 Relocation Plan/or the OHDC 1501 North Ross Street Rehabilitation Project Rental Assistance payment amounts are equal to 42 times the difference between the base monthly rent and the lesser of: (i) The monthly rent and estimated average monthly cost of utilities for a comparable replacement dwelling; or (ii) The monthly rent and estimated average monthly cost of utilities for the decent, safe, and sanitary replacement dwelling actually occupied by the displaced person. The base monthly rent for the displacement dwelling is the lesser of: (i) The average monthly cost for rent and utilities at the displacement dwelling for a reasonable period priorto displacement, as determined by the Developer. For owner-occupants or households, which paid little or no rent, fair market rent will be used as a substitute for actual rent; or (ii) Thirty percent (30%) of the displaced person's average, monthly gross household income if the amount is classified as "low income" by the U. S. Department of Housing and Urban Development's (HUD) Annual Survey of Income Limits for the Public Housing and Section 8 Programs. HUD's Survey is shown as Exhibit B. If a displacee refuses to provide appropriate evidence of income or is a dependent, the base monthly rent shall be determined to be the average monthly cost for rent and utilities at the displacement dwelling; or (iii) The total of the amount designated for shelter and utilities if receiving a welfare assistance payment from a program that designated the amounts for shelter and utilities. Utility allowance amounts are based upon the standards of the local housing authority for a comparable type dwelling unit and the utility services the occupant is required to pay, such as, gas, water and electric utilities. Prepared by Overland, Pacific & Cutler, Inc. Page 17 80A-27 Relocation Plan for the OHDC 1501 North Ross Street Rehabilitation Project Table 8 portrays the benefits determination under the URA: Table 8: Example Computation of URA Rental Assistance Payments 1. Old Rent $650 Old Rent, plus Utility Allowance or 2. Ability to Pay $700 30% of the Gross Household Income 3. Lesser of lines 1 or 2 $650 Base Monthly Rental Subtracted From: 4. Actual New Rent $750 Actual New Rent including Utility Allowance or 5. Comparable Rent $775 Determined by Authority; includes Utility Allowance 6. Lesser of lines 4 or 5 $750 7. Yields Monthly Need: $100 Subtract line 3 from line 6 Rental Assistance $4,200 Multiply line 7 by 42 months c. Downpayment Assistance The displacee household may opt to apply the entire benefit amount they are eligible for toward a purchase of a replacement unit (Guidelines 49 CFR 24.402(b) and HUD 1378). Permanently displaced households, who choose to utilize up to the full amount of their rental assistance eligibility (including any Last Resort benefits) to purchase a home, will have the funds deposited in an open escrow account, provided that the entire amount is used for the downpayment and eligible, incidental costs associated with the purchase of a decent, safe, and sanitary replacement home. Provision shall be made in the escrow arrangements for the prompt return of the Developerfunds, in the event escrow should fail to close within a reasonable period of time. Prepared by Overland, Pacific & Cutler, Inc. PagelS 80A-28 Relocation Plan for the OHDC 1501 North Ross Street Rehabilitation Project 3. Summary All Project area residents will be personally informed in writing of their status as a temporary or permanent displacee and will be provided advance written notice ofthe date, approximate duration and location of the temporary dwelling to be made available. Each affected household will receive printed information concerning the benefits and assistance to which they may be entitled. Temporary households will be informed of the terms and conditions under which the tenant may lease and occupy a suitable dwelling in the Project upon completion of the project. Temporary displacees will be provided compensation for reasonable and necessary out-of-pocket expenses. All temporary displacement needs will be accommodated on-site and should not exceed 60 days. The Developer will make timely payments to all eligible claimants. This may include, where necessary to avoid hardship, advance payments to help secure appropriate replacement housing. D. GENERAL INFORMATION ON PAYMENT OF RELOCATION BENEFITS Claims and supporting documentation for relocation benefits must be filed with the Developer no later than 18 months from the date the claimant moves from the Project. The procedure for the preparation and filing of claims and the processing and delivery of payments will be as follows: 1. Claimant(s) will provide all necessary documentation to substantiate eligibility for assistance to the Developer's relocation representative. 2. Recommended assistance amounts will be determined by the Developer's relocation representative in accordance with the provisions of URA. 3. Required claim forms will be prepared by the Developer's relocation representative for claimant signature. 4. Claims will be submitted by the Developer's relocation representative to the Developer for review, approval, and payment. Prepared by Overland, Pacific & Cutler, Inc. Page 19 80A-29 Relocation Plan for the OHDC 1501 North Ross Street Rehabilitation Project 5. Benefit checks will be issued to the Developer's relocation representative for distribution to claimants. 6. Replacement housing payments to residential occupants will be issued approximately three weeks after confirmation that the Project premises have been vacated and residency at the replacement unit is verified, with final payments being made as a lump sum or possibly on a periodic basis. 7. Receipts of payment will be obtained and archived by the Developer's relocation representative in individual relocation case files. E. LAST RESORT HOUSING Based on data derived from the surveys and analyses of the occupants in the Project area and costs of replacement housing resources, it is anticipated that "comparable replacement housing" will not be available as required within the maximum relocation amounts provided by the applicable regulations. Specifically, when the computed replacement housing assistance eligibility exceeds $5,250 or replacement dwelling monthly rental costs (including utilities and other reasonable recurring expenses) exceed 30% of the person's average monthly income. Therefore, ifthe Project proceeds, the Developerwill authorize its funds orfunds authorized for the Project to provide housing of last resort. Due to the demonstrated number of available replacement housing resources for the occupants, as shown above in Section III, development of a replacement housing plan to produce sufficient number of comparable replacement dwellings will not be necessary. Rather, funds will be used to make payments in excess of the monetary limits specified in the statute; hence, satisfying the requirement that "comparable replacement housing" be available. A permanently displaced household will be entitled to consideration for supplementary benefits in the form of Last Resort Housing assistance when comparable replacement dwellings are not available within the monetary limits for tenants ($5,250) as specified above in Section IV, C. 2. b., as well as, for tenants who fail to meet the 90 day length of occupancy requirement unless such tenant occupied the property for the purpose of obtaining assistance and benefits. Prepared by Overland, Pacific & Cutler, Inc. Page 20 80A-30 Relocation Plan for the OHDC 1501 North Ross Street Rehabilitation Project The Developer will make Last Resort rental assistance payments on a periodic basis. Recipients of Last Resort assistance who intend to purchase rather than re-rent replacement housing, have the right to request a lump sum payment of all benefits for the purpose of making a downpayment and paying standard, non-recurring closing costs. Displacee households receiving periodic payments may elect, at any time, to request a lump sum payment of all remaining benefits to assist with the purchase of a decent, safe, and sanitary dwelling. F. IMMIGRATION STATUS Federal legislation (PL 105-117) prohibits the payment of relocation assistance benefits under the Uniform Act to any alien not lawfully present in the United States unless such ineligibility would result in an exceptional and extremely unusual hardship to the alien's spouse, parent, or child any of whom is a citizen or an alien admitted for permanent residence. Exceptional and extremely unusual hardship is defined as significant and demonstrable adverse impact on the health or safety, continued existence of the family unit, and any other impact determined by the Developer to negatively affect the alien's spouse, parent or child. The Developer may elect to authorize the payment of relocation assistance benefits to any otherwise eligible displacee from non-federally authorized reimbursable funds. In order to track and account for relocation assistance and benefit payments, relocation staff will be required to seek immigration status information from each displacee 18 years and older. G. RELOCATION TAX CONSEQUENCES In general, relocation payments are not considered income for the purpose of the Internal Revenue Code of 1968, or the Personal Income Tax Law, Part 10 of the Revenue and Taxation Code. Displaced persons are encouraged, however, to consult with personal tax advisors concerning the tax consequences or social service providers to obtain information concerning the tax consequences associated with relocation payments. Prepared by Overland, Pacific & Cutler, Inc. Page 21 80A-31 Relocation Plan for the OHDC 1501 North Ross Street Rehabilitation Project H. GRIEVANCE PROCEDURES The Developer will follow the Agency's Grievance Policy which generally follows the standards described in Article 5, Section 6150 et seq., Title 25, Chapter 6, State of California, Department of Housing and Community Development Program guidelines. All displaced persons have the right to ask for administrative review concerning determinations of eligibility; relocation payment amount; the failure by the Developer to provide comparable replacement housing referrals; or, the property management practices of the Developer. I. EVICTION POLICY 1. Eviction may affect eligibility for relocation assistance and benefits. Relocation records will be documented to reflect the specific circumstances surrounding any eviction action. 2. Eviction may be undertaken for one, or more of the following reasons: (a) Failure to pay rent, except in those cases where the failure to pay is due to the owner's failure to keep the premises in habitable condition; is the result of harassment or retaliatory action; or, is the result of discontinuation, or a substantial interruption of services; (b) Performance of a dangerous, and/or illegal act in the unit; (c) A material breach of the rental agreement, and failure upon notification to correct said breach within 30 days of Notice; (d) Maintenance of a nuisance, and failure to abate such nuisance upon notification within a reasonable time following Notice; (e) Refusal to accept one of a reasonable number of offers of replacement dwellings; and/or, (f) A requirement under State, or local law or emergency circumstances that cannot be prevented by reasonable efforts on the part of the Developer. Prepared by Overland, Pacific & Cutler, Inc. Page 22 80A-32 Relocation Plan for the OHDC 1501 North Ross Street Rehabilitation Project J. PROJECTED DATES OF DISPLACEMENT It is anticipated that 90-day Notices-to-Vacate will be issued to the permanent displacees in spring 2006 and the first temporary relocatees approximately 60 days later. K. CITIZEN PARTICIPATION The Developer will fully meet its obligations under the Relocation Guidelines with respect to the following activities: 1. Full and timely access to documents relevant to the relocation program; 2. Provision of technical assistance necessary to interpret elements of the Relocation Plan and other pertinent materials; 3. Distribution of a general notice concerning the availability of this Plan for public review, as required, 30 days prior to its proposed adoption. Notice recipients will include affected Project residents and all other interested parties; 4. The opportunity to submit written or oral comments concerning the Plan and to have these comments attached to the Plan when it is forwarded to the Agency Board for adoption; 5. Final review of Plan to ensure its feasibility, compliance with applicable environmental standards and compatibility with the City's General Plan and relocation guidelines. L. ESTIMATED RELOCATION COSTS The Project will be funded with a combination of local, state, federal and Developer funds. The estimate of relocation benefits is based on tenant data and current market rental rates. Estimated relocation costs for the Project, including a 10% contingency are: Prepared by Overland, Pacific & Cutler, Inc. Page 23 80A-33 Relocation Plan for the OHDC 1501 North Ross Street Rehabilitation Project 1501 N Ross 10% Contingency TOTAL $94,000 $9.400 $103,400 The estimated relocation budget does not include consideration of relocation administrative services nor any related consulting services which may be necessary for the implementation of the Plan and Project. It does, however, assume that 50% of all temporary moves will require double moving allowance: to a temporary unit and back into the original unit. Prepared by Overland, Pacific & Cutler, Inc. Page 24 80A-34 80A-35 80A-36 OVERLAND, PACIFIC & CUTLER, INC. - RESIDENTIAL INTERVIEW FORM Interview Date: Site Move-In: Initiation of Ne otiations: interviewer: Head of Household ETHNICITY: D AFDC/TANF, Pension/SS, SSI ------------------------------------------ D White D Asian D Other Public Assistance Address: -------------------------------------- # --------- D Hispanic/Latino (ask for Entitlement Letter) Site Telephone # _________ Work/Cell # D African American ----------------- D Other________ D Elderly Household Fax # ----------- Email ------------------------- D Handicapped Household: PRIMARY LANGUAGE: Describe: ------ Social Security Number _____________________ D English D Spanish D Other: Need Barrier-Free: Yes D No D ------ Occupancy Status: DOwn D Rent D Need access to public trans? Describe mode: ------- Dwelling Type ___________ Approx. Sq.Ft.__ Old all occupants move In at the same lime? Approximate Age of Unit: ____yrs,____ DYes D No D Need to live near medical facilities? Describe location: # Bedrooms --- # Bathrooms -- # Rooms ___ D Laundry Fac. If not, when? --------- D Garage D Carport D Pets: If so, describe________ Occupant #1_________ --------------- Condition of unit: D Excellent D Good D Fair D Poor DSpecial needs /service used: Occupant #2 _____ Describe: ------------ Owners: D Mortgage D Own Clear Occupant #3 ____ ------------- Monthly Payment: Principal $------ $---- ---------------------- Occupant #4 ____ Loan Balance(s) as of ___: $______ Own Car? Yes D No D Loan Type: DFixed DVariable Annual % Rate --- Occupant #5 ___ Monthly Utllllles: Loan Type: D Fixed DVariable Annual % Rate --- Occupant #6 ___ Gas: D Tenant D Owner Original Date(s) of Current Loan(s) : __________ What --------- Rem. Loan Term Months Rem. Loan Term Months Occupant #7 ___ What ---- -- ------------------- Renters: D Total Monthly Rent:L_____ Landlord______ Preferred Relocation Area: Electricity: D Tenant D Owner Water: D Written Agreement Date___________ D Tenant D Owner Other: ---- D M/M D Lease D Vacant/No Contact Home business? ---- Appliances Owned by Tenant: Mobile Home: Size: ---- ftx ---- ft Description: DStove DRefrigerator DW/D Year: ---- Model: ---------- Pad Rent: $ _____ D Other____ If Sect.8, Total Tenant Rent. $ Caseworker: --------------------- Telephone #: -------- D Unit Furnished D Unit Unfurnished DSecurity Deposit? $---- Do you rent out any rooms in the dwelling? DYes D No Ifso, names:__________________________________ If so, is person or persons considered part of household? DYes D No 1 M F 2 M F 3 M F 4 M F 5 M F 6 M F 7 M F Notes: I certify that all the information on this survey is true and correct. Respondent: Date: Effective 8/03 80A-37 80A-38 The following figures are approved by the U. S. Department of Housing and Urban Development (H.U.D.) for use in the County of Orange to define and determine housing eligibility by income level. Figures are per the Department of Housing and Community Development, Division of Housing Policy Development, February 25, 2005. HUD Income Limits - Orange County (2005) Family Size Extremely Low Very Low Low Moderate 1 Person 16,150 26,900 43,000 63,600 2 Person 18,450 30,700 49,150 72,700 3 Person 20,750 34,550 55,300 81,750 4 Person 23,050 38,400 61,450 90,850 5 Person 24,900 41,450 66,350 98,100 6 Person 26,750 44,550 71 ,250 105,400 7 Person 28,550 47,600 76,200 112,650 8 Person 30,400 50,700 81,100 119,900 80A-39 80A-40 12/22/05 Iss RESOLUTION NO. 2006- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA ANA APPROVING THE RELOCATION PLAN FOR RESIDENTIAL PROPERTY IN THE WILLARD NEIGHBORHOOD TO MEET FEDERAL AND STATE MANDATED REGULATIONS FOR PAYMENT OF RELOCATION BENEFITS BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA, AS FOLLOWS: Section 1: The City Council of the City of Santa Ana hereby finds, determines and declares as follows: A. The City and the Community Redevelopment Agency are providing acquisition and rehabilitation financing to Ross & Durant, L.P., for the purchase and rehabilitation of a multi-family housing unit on N. Ross Street. B. Ross & Durant is proposing to reconfigure the property located at 1501 N. Ross Street, presently consisting of 30 studio units, into thirteen one-bedroom and eleven two two-bedroom units. C. Pursuant to California Government Code section 7260, et seq., a public entity is required to adopt a relocation plan, by resolution, whenever it enters into an agreement for acquisition of real property or an agreement for the disposition and development of property which would lead to displacement of people from their homes. D. The Ross Street relocation plan has been prepared in conformance with applicable provisions of the California Government Code section 7260, et seq., Relocation Guidelines (California Code of Regulations, Title 25) and Handbook 1378 of the United States Department of Housing and Urban Development. E. The relocation plan is required due to the temporary displacement of 24 households in the 1501 N. Ross Street acquisition and rehabilitation project. Temporary relocation needs will be met by utilizing available on-site units or units owned by the Developer less than a block away. Five household will be permanently displaced for not meeting the qualifying income criteria to return to the rehabilitated Project units. Section 2: The City Council hereby approves the relocation plan for the residential property located at 1501 N. Ross Street, and the establishment of an account in accordance with state and federal mandates for the payment of Resolution No. 2006- 80A-41 12/22/05 Iss relocation benefits to the temporarily and permanently displaced households in the Willard neighborhood. Section 3: This Resolution shall take effect immediately upon its adoption by the City Council, and the Clerk of the Council shall attest to and certify the vote adopting this Resolution. ADOPTED this day of ,2006. Miguel A. Pulido Mayor APPROVED AS TO FORM: Joseph W. Fletcher, City Attorney By: Laura Sheedy Assistant City Attorney AYES: Councilmembers: NOES: Councilmembers: ABSTAIN: Councilmembers: NOT PRESENT: Councilmembers: Resolution No, 2006- 80A-42 12/22/05 Iss CERTIFICATE OF ATTESTATION AND ORIGINALITY I, PATRICIA E. HEALY, Clerk of the Council, do hereby attest to and certify the attached Resolution No. 2006- to be the original resolution adopted by the City Council of the City of Santa Ana on Date: Clerk of the Council City of Santa Ana Resolution No, 2006- 80A-43 RELOCATION PLAN FOR THE 1411 NORTH DURANT STREET REHABILITATION & AFFORDABLE HOUSING PROJECT Prepared for: THE CITY OF SANTA ANA'S COMMUNITY DEVELOPMENT AGENCY Presented by: OVERLAND, PACIFIC & CUTLER, INC. DECEMBER 1, 2005 EXHIBIT 5 80A-44 INTRODUCTION ..........................,...................,.......,...... I. PROJECT LOCATION AND DESCRIPTION ...........,.....,.......,.....,. 2 A, LOCATION. , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . , .. 2 B, PROJECT NEIGHBORHOOD CHARACTERISTICS. . . , . , . . . . . , . . . . . . . .. 3 C. PROJECT DESCRIPTION .............,........,.......,.......... 5 II. ASSESSMENT OF RELOCATION NEEDS ..............,..............,.... 7 A. METHODOLOGY, . . . . . . . . . . . . . . . . . . . . . . , . . . . . . , . . . . . . . , . . . . . . . . .. 7 B. SURVEY RESULTS. . . . . . . . . , . . . . , . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . ,. 7 1. Occupancy . . . . . , . . . . . . . . . , . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . .. 7 2. Household Income. . . . . , . . . . . . . . . . . . . . , . . . . . . . . . . . . . . , . . . . .. 8 3. Demographic Summary. . . . . , . . . . . . . . . . . . , . . . . . . . . . . . . . . . , . .. 8 4. Profile of Potentially Displaced Residents. . , . . . . . . , . . . . . . . . . . . . .. 9 III. HOUSING RESOURCES ........,........................,.....,....... 10 IV. THE RELOCATION PROGRAM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . ,. 11 A. PROGRAM ASSURANCES, STANDARDS AND OBJECTIVES. . . . . . . . . .. 11 B. RELOCATION ADVISORY ASSISTANCE. . . . . . . . . . . . . . . . . . . . . . . . , . .. 12 C. RELOCATION BENEFITS (FINANCIAL ASSISTANCE) ................. 13 1. Temporary Displacees . . . . . . . , . . . . . . , . . . . . . . . . . . . . . , . . . . . . .. 14 2. Permanent Displacees . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . .. 15 3. Summary. . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 19 D. GENERAL INFORMATION ON PAYMENT OF RELOCATION BENEFITS. .. 19 E, LAST RESORT HOUSING ..........................,........,.... 20 F. IMMIGRATION STATUS, . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . .. 21 G. RELOCATION TAX CONSEQUENCES. . . , , . . . . . , . . . . . . . , . . . . . . , . . .. 21 H. GRIEVANCE PROCEDURES. . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . .. 22 I. EVICTION POLICY ........................,..................... 22 J. PROJECTED DATES OF DISPLACEMENT, . . . . . . . . . . . . . . . . . . . . . . . . .. 23 K. CITIZEN PARTICIPATION ..................,......,.............. 23 L. ESTIMATED RELOCATION COSTS ............................,... 23 80A-45 Table 1: Project Neighborhood Amenities ............,........................,... 3 Table 2: Proposed Property Unit Mix by Affordability Levels ...........,.......,....... 5 Table 3: Distribution of Households by Family Size . . . . , . . . . . , . . . . . . . . . . . . . . , . . . . . . .. 7 Table 4: Income Levels. . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . , . . . . . . . , . . . . . . . . . . . .. 8 Table 5: 2000 Census Population - City of Santa Ana & Tract 750,03 ..,................ 8 Table 6: Rental Unit Availability and Cost by Bedroom Size .......................... 10 Table 7: Schedule of Fixed Moving Payments. , . . . . . . . . . . . . . . . . . . . . , . . . . . , . . . . . . .. 16 Table 8: Example Computation of URA Rental Assistance Payments ,.............,... 18 Exhibit A: Exhibit B: Exhibit C: Residential interview Form HUD Income Limits - Orange County Plan Addendum (Public Comments & Response to Public Comments) 80A-46 Orange Housing Development Corp. (the Developer) has proposed the rehabilitation of 1411 North Durant Street into a mix of affordable housing units (the Project). In addition to interior and exterior rehabilitation activities, the Project involves the rehabilitation of the property from studio unit apartments to a mix of 1-, 2-, and 3-bedroom affordable housing units; reducing the overall number of units from 35 to 25 units. As a result of the planned rehabilitation, households will need to be displaced temporarily or on a permanent basis, subject to qualifying occupancy and income standards to return to the rehabilitated units. Funding for the Project will come from the Department of Housing and Urban Development (HUD) HOME program, administered through the City of Santa Ana's Community Development Agency (the Agency); Agency tax increment monies; tax credits; and, Developer funds. The use of HOME Program funds and the involvement of the Agency trigger the need to provide relocation assistance and benefits in accordance with federal law (42 U.S.C. 4601 et seq.), HUD relocation guidelines (HUD Handbook 1378), California relocation law (California Government Code Section 7260 et seq.) and the California relocation guidelines (California Code of Regulations Title 25 Chapter 6). Among the regulatory requirements applicable to the Project, is the need to prepare a relocation plan. The purposes of the relocation plan, in broad terms, are to address the needs of potential displacees, the availability of adequate replacement housing and the means by which required assistance will be provided. This relocation plan (the Plan) has been prepared by Overland, Pacific & Cutler, Inc. (OPC), a professional consulting firm specializing in public agency acquisition and relocation projects for submission to the Agency. The Plan is organized in 4 sections: Section I: Project description and general demographic data Section II: Profile of tenants who may be displaced Section III: Description of available housing resources Section IV: Description of the relocation assistance program Prepared by Overland, Pacific & Cutler, Inc. Pagel 80A-47 A. LOCATION The Project is located at 1411 North Durant Street in northern portion of the City of Santa Ana, to the west of Interstate 5 Freeway. The Project is generally bounded by West 15th Street to the north, West Washington Avenue to the south, North Broadway to the east and North Durant Street to the west. (see Figures 1 and 2). .... i ~~~~.~~. CI Figure 1: Regional Project Location Prepared by Overland, Pacific & Cutler, Inc. Page 2 80A-48 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project B. PROJECT NEIGHBORHOOD CHARACTERISTICS The Project is located in the high density residential area of the City of Santa Ana, close to schools, shopping and with easy access to the 1-5 Freeway. Table 1 lists some neighborhood amenities and their distance from the Project. Prepared by Overland, Pacific & Cutler, Inc. Page 3 80A-49 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project Table 1 : Project Neighborhood Amenities Facility Miles from Project Medical . Kindred Hospital Santa Ana 1.1 . St. Joseph Hospital 1.5 . Children's Hospital of Orange 1.6 . Kaiser Permanente Medical Care 1.9 . Western Medical Center 2.2 School . Migrant Head Start 0.1 . Willard Intermediate School 0.1 . Storybook Preschool 0.2 . Davis Elementary School 0,5 . Gloria's Daycare 0.6 . Wilson Elementary School 0,6 . Mendez Intermediate School 0.7 . Santa Ana High School 0.9 . Century High School 2.2 Library . Santa Ana Public Library 0.6 . Orange Public Library 2.4 . Sunkist Library 4.8 . Anaheim Public Library 5.7 Entertainment . Old Courthouse Museum 0.5 . Fiesta Twin Theatre 0.7 . Empire Theatre 0.8 . Maverick Theater 2.0 . Santa Ana Zoo 2.0 . Edward's Bristol IV Cinema 4.2 Police/Safety . Orange County Sheriff Department 0.4 . Santa Ana Police 0,6 . Santa Ana Disaster Services 2.0 Shopping . Big Saver Foods 0.1 . Santa Rosa Market 0.3 . Westfield Shopping Mainplace 1.3 . Block at Orange 2.0 Transportation . Greyhound - Santa Ana 0.9 . Amtrak - Santa Ana 0.9 . Amtrak - Anaheim 3.2 . Greyhound - Anaheim 4.4 Prepared by Overland, Pacific & Cutler, Inc. Page 4 80A-50 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project C. PROJECT DESCRIPTION The Project involves the rehabilitation of 1411 North Durant Street. Currently the property is made up of studio apartments which will be converted into affordable 1-, 2-, and 3- bedroom apartments. Additionally, interior rehabilitation activities will include replacement of major kitchen appliances, new paint and bathroom enhancements as well as replacement of floor coverings, doors and windows. Exterior improvements will include the addition, repair or replacement of roofs, staircases, balconies, landscaping, water heaters, decking, trash enclosures, parking lots and building facades. The property at 1411 North Durant currently has 35 studio units and 1 office. The proposed rehabilitation will create 5 one-bedroom, 10 two-bedroom and 10 three-bedroom apartment units and will have a mix of affordability levels based on area median income (AMI) levels determined by HUD, from levels between 40% - 60%. One two-bedroom unit will be created without an affordability level for use by the Apartment Manager. The proposed affordability levels are shown in Table 2, below: Table 2: Proposed Property Unit Mix by Affordability Levels Unit Type 40% AMI 50% AM I 60% AM I Total DURANT One Bedroom 1 4 5 Two Bedroom* 1 3 5 9 Three Bedroom 2 3 5 10 Total 4 6 14 24 *Plus one (1) two-bedroom Managers unit not at an affordable level The Developer is proposing to undertake all needed improvements to the individual units, up to 6 units at a time. The rehabilitation and construction cycle will last between 3 weeks to 1 month per unit and the construction is expected to begin immediately following the Agency approval in June 2006. As a result of the rehabilitation, residents will be required to move either temporarily or permanently from their units. Upon completion of the rehabilitation, residents who meet qualifying occupancy and income standards will be able to return to a rehabilitated unit. Prepared by Overland, Pacific & Cutler, Inc. Page 5 80A-51 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project Those households which do not meet qualifying occupancy and income standards, will be permanently displaced and provided appropriate and eligible relocation advisory and monetary assistance. Prepared by Overland, Pacific & Cutler, Inc. Page 6 80A-52 A. METHODOLOGY To obtain information necessary for the preparation of this Plan, interviews were conducted over a two week period in November 2005. Inquiries made of residential occupants concerned household size and composition, income, monthly rent, length of occupancy, ethnicity, home language, and physical disabilities. A sample of the residential interview form used in the interview process is presented in Exhibit A. Interviewers were successful in obtaining survey responses from 29 of 32 occupied households. Despite several attempts, 3 households could not be reached. Additional information gathered by the Developer from Project households was utilized for preparation of this Plan to confirm and, when available, add to information obtained from interviews. Three units were confirmed vacant at the time of the interviews. B. SURVEY RESULTS The known resident population within the Project totals 99 individuals. Among this group, there are 61 adults and 38 children. The 35 units included in this Plan now contain 35 rentable studio apartments. An additional space is used as the manager's office and is not a legal unit for habitation. 1. Occupancy The breakdown of households by family size is as follows: Table 3: Distribution of Households by Family Size (30 households) # in Household 2 3 4 5 6 # of Households @ 1411 N Durant 3 6 6 9 6 0 There is an average of 3.3 occupants per unit in the Project. In accordance with the local housing codes and the proposed rehabilitation, all households would meet Prepared by Overland, Pacific & Cutler, Inc. Page 7 80A-53 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project necessary occupancy standards to be able to return to a rehabilitated unit in the Project. 2. Household Income Income data were obtained from 30 households. According to income standards for the County of Orange (Exhibit B) adjusted for family size as published by the United States Department of Housing and Urban Development (HUD), 5 Project area tenant households qualify as extremely low income (30% or less of median), 8 qualify as very low income (31%-50% of median), 14 as low income (51%-80% of median), 2 as moderate income (81%-120% of median), and 1 qualifies as above moderate income (over 120% of median). Table 4, below, identifies the breakdown between the income levels. The range of reported annual household incomes among the 59 respondents was $12,000-$99,175. Table 4: Income Levels (30 households) Location Extremely Low Very Low Low Moderate High 1411 N Durant 5 8 14 2 3. Demographic Summary Of the 99 currently known residents, there are 61 adults and 38 children. The ethnic distribution in the Project is 100% Hispanic with Spanish reported as their primary household language in majority of households. This generally resembles the rankings and pattern in the Census Tract Area but deviates from the overall Census figures for the City, shown in Table 5, below. Table 5: 2000 Census Population - City of Santa Ana & Tract 750.03 Population Tract 750.03 % City % White 3,152 38.3% 144,425 42,7% Black or African American 102 1.2% 5,749 1.7% American Indian and Alaska Native 145 1.8% 4,013 1.2% Prepared by Overland, Pacific & Cutler, Inc. Page 8 80A-54 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project Asian 38 0.5% 29,778 8.8% Native Hawaiian and Other Pacific 0 0.0% 1,160 0.3% Islander Some Other Race 4,367 53.0% 137,360 40.6% Two or More Races 428 5.2% 15,492 4.6% Hispanic or Latino (of Any Race) 7,773 94.4% 257,097 76.1% Source: 2000 U.S. Census 4. Profile of Potentially Displaced Residents Funding source requirements limit occupancy in the Project to those households which earn less than 60% of the median income standard adjusted for family size as established by the United States Department of Urban Development (HUD) (See Exhibit B). Based upon the most currently available tenant income data, there are 11 households whose income exceeds the permitted limit at the 1411 North Durant location. Of the 11 Project households to be permanently displaced for not meeting the qualifying income criteria to return to the rehabilitated Project units, 5 will require studio replacement units, 3 will need a one-bedroom and 3 will be referred to the two-bedroom units based on a typical occupancy standards allowing up to 3 persons in a one-bedroom and up to 5 people in a two-bedroom unit. There are no senior households (head of household 62 years or older) nor any reported disabilities that could affect the relocation process. When asked, most of the respondents prefer to remain in the Santa Ana neighborhood to remain close to employment and schools children attend. Prepared by Overland, Pacific & Cutler, Inc. Page 9 80A-55 Rehabilitation work in the Project will result in the need to temporarily displace 19 residents from their units. Temporary relocation needs will be met by utilizing available on-site units. The Developer anticipates that all households will be accommodated on-site and no temporary units off-site will be required. Due to the rehabilitation work and income criteria, 11 households will not be able to return to the Project once the units are rehabilitated. Forthe purpose of this Plan, the assumption was made that the 2 non-contacted units will not meet the income criteria and will need to be permanently relocated; thereby making the total number of permanent displaced households to be 13. For purposes of determining the availability of rental housing resources for the permanent displacees within the City of Santa Ana, a survey was conducted during the month of November 2005. The results, summarized below in Table 6, indicate the number of found & needed units by bedroom size, the cost range in each category and median market rent for each category. Table 6: Rental Unit Availability and Costby Bedroom Size Studio 1 bedroom 2 bedroom 3 bedroom # Found (# needed) 41 (5) 77 (3) 71 (3) 21 (2)* Rent Range $550-$1,180 $795-$1,350 $895-$1,870 $1,250-$2,100 Market Median Rent $825 $950 $1,295 $1,600 *Assumption made that the 2 no-contact households would require a 3-bedroom unit It is expected that there will be more than adequate resources to house the 13 permanent displacees given the balance between needs and available resources. Concurrent Displacement There are no known projects that are planned concurrently with this project in the City of Santa Ana or surrounding areas that would compete with existing or anticipated housing resources. Prepared by Overland, Pacific & Cutler, Inc. Page 10 80A-56 The relocation program and assistance offered by the Developerwill conform to provisions of the California Relocation Law, Government Code Section 7260 et seq., the California Relocation Guidelines, California Code of Regulations Title 25, Chapter 6, as amended January 1, 1998, the federal Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (URA) and the implementing regulations of Handbook 1378 of the Department of Housing and Urban Development (HUD), as appropriate. A. PROGRAM ASSURANCES, STANDARDS AND OBJECTIVES To meet its regulatory obligations, the Developer will: 1. Fully inform eligible project occupants of the nature of, and procedures for obtaining relocation assistance and benefits, including the date and approximate duration of temporary relocation. 2. Determine the needs of each residential displacee household eligible for assistance. 3. Provide an adequate number of referrals with addresses to comparable, decent, safe and sanitary housing units within a reasonable time prior to displacement and supply information concerning the terms and conditions under which the tenant may lease and occupy said housing. 4. Assure that no residential occupant is required to move without a minimum of 90 days written notice to vacate. 5. Provide assistance that does not result in different, or separate treatment due to race, color, religion, national origin, sex, sexual orientation, marital status, or other arbitrary circumstances. 6. Supply information concerning federal, and state housing programs and other governmental programs providing assistance to displaced persons, as needed. Prepared by Overland, Pacific & Cutler, Inc. Page 11 80A-57 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project 7. Assist each eligible person to complete applications for benefits. 8. Make relocation benefit payments in accordance with State and HUD guidelines. 9. Inform all persons of the Developer's property management policies including criteria for pursuing tenant evictions. B. RELOCATION ADVISORY ASSISTANCE As a function of the overall relocation assistance program, technical and advisory assistance will be provided to all residents by Agency staff, the Developer and contracted relocation representatives. The following services and tasks will be undertaken: 1. Each displaced household will be personally interviewed to gather information appropriate to determine needs and preferences with regard to the replacement of existing accommodations. Inquiries made of residential occupants by relocation personnel will cover the following areas: family size, ethnic background, immigration status, age and health considerations, current employment status, family income, transportation needs, and preferences relative to replacement housing. 2. Non-displaced residents (temporary) will be provided appropriate notices and information informing them not to move permanently and the opportunity to lease and occupy a suitable, decent, safe and sanitary dwelling in the Project, under reasonable terms and conditions, upon completion of the project; reimbursement of any out-of-pocket costs; and other advisory services. 3. A printed Informational Brochure will be provided to all displaced households. Informational Brochures will be provided in Spanish, as necessary. Signed acknowledgments will be obtained to verify receipt of this material. 4. As soon as feasible, the relocation representative shall explain the relocation payments and other assistance for which households and individuals may be Prepared by Overland, Pacific & Cutler, Inc. Page 12 80A-58 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project eligible, including related eligibility requirements and the procedures for obtaining such assistance. 4. Assistance will be provided to complete rental application forms and coordinate move-in arrangements. Temporary displacees will be kept informed of project timing and receive appropriate notice to prepare for required moves. Claims for compensable expenses associated with the temporary displacement process will be processed expeditiously. 5. Special assistance in the form of referrals to governmental and social service agencies will be made, as appropriate. 6. Bilingual (Spanish-English) assistance will be provided, as needed. C. RELOCATION BENEFITS (FINANCIAL ASSISTANCE) Relocation benefits will be offered to all households temporarily or permanently displaced in accordance with the California Relocation Law, Government Code Section 7260 et seq., the California Relocation Guidelines, California Code of Regulations Title 25, Chapter 6, as amended January 1, 1998, the federal Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (URA) and the implementing regulations of Handbook 1378 of the Department of Housing and Urban Development (HUD), as appropriate. Benefits will be paid to eligible displaced persons upon submission of required documentation in accordance with approved procedures. Eligibility requirements and benefit plans will be discussed with all temporary and permanent displacees. In the course of personal interviews and follow-up visits, each displacee will be counseled as to available options and the consequences of any choice with respect to housing choices and potential financial assistance. The Developer will process advance payment requests in order to alleviate hardships for tenants who do not have access to sufficient funds to pay move-in costs such as first month's rent and/or security deposits. Requests for advance payments will be processed expeditiously to help avoid the loss of desirable, appropriate replacement housing. Prepared by Overland, Pacific & Cutler, Inc. Page 13 80A-59 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project The relocation process includes: household interviews; needs analyses; appropriate replacement housing referrals; preparation and service of appropriate notices; file documentation, eligibility determinations, processing of claims; moving coordination; and other general services intended to assist displacees. 1. Temporary Displacees Temporary displacees will be offered payment for all reasonable out-of-pocket expenses incurred in connection with the temporary relocation including, but not limited to, the cost of moving to and from the temporarily occupied unit, furniture storage, utility connection charges, and any increase in housing costs, if any. Additionally, temporary displacees will be provided a timely written Notice of Non- Displacement containing an offer to lease and occupy a suitable, decent, safe and sanitary dwelling in the same Project, under reasonable terms and conditions upon completion of the Project. Such reasonable terms and conditions shall include a term of at least one year at a monthly rent and estimated average monthly utility costs that do not exceed the greater of: (a) The tenant's monthly rent before displacement and estimated average monthly utility costs; or (b) The total tenant payment if the tenant is low-income or 30 percent of gross income if the tenant is not low income. In accordnce with HUD guidelines, "total tenant payment" is the highest of: (1) 30% of a person's monthly adjusted income; (2) 10% of the person's monthly gross income; or (3) The designated allowance for rent and utility costs, if the person is receiving welfare assistance from a public agency and part of such assistance, adjusted in accordance with the person's actual housing costs, is specifically designated by the public agency to meet the person's rent and utility costs Prepared by Overland, Pacific & Cutler, Inc. Page 14 80A-60 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project 2. Permanent Displacees a. Residential Moving Expense Payments All residential occupants to be relocated will be eligible to receive a payment for moving expenses. Moving expense payments will be made based upon the actual cost of a professional move or a fixed payment based on a room- count schedule. i. Actual Cost (Professional Move) Displacees may elect to have a licensed professional mover perform the move. The actual cost of the moving services, based on at least two acceptable bids, will be compensated by the Developer in the form of a direct payment to the moving company upon presentation of an invoice. Transportation costs are limited to a distance of 50 miles in either case. In addition to the actual move, costs associated with utility re-connections (Le., gas, water, electricity, telephone, and cable, if any), are eligible for reimbursement. ii. Fixed Payment (based on Room Count Schedule) An occupant may elect to receive a fixed payment for moving expenses which is based on the number of rooms occupied in the displacement dwelling. In this case, the person to be relocated takes full responsibility for the move. The fixed payment includes all utility connections as described in (a), above. At a minimum, the fixed schedule payment for single occupancy efficiency units, furnished with the tenants own personal property, is $625 including all utility connections at the replacement location. The current schedule for fixed moving payments is set forth in Table 7 following: Prepared by Overland, Pacific & Cutler, Inc. Page 15 80A-61 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project Table 7: Schedule of Fixed Moving Payments (effective 6-15-05) Unfurnished Dwelling One room $625 Two rooms $800 Three rooms $1,000 Four rooms $1,175 Five rooms $1,425 Six rooms $1,650 Seven rooms $1,900 Eight rooms $2,150 each additional room $225 Furnished Dwelling First Room $400 Each additional room $65 b. Rental Assistance To qualify for a rental assistance payment, tenants who are permanently displaced must have legally occupied their Project residence for a minimum of 90 days prior to the Developer's executed Agreement between the Agency and acquisition ofthe property. To be eligible to receive the rental assistance benefits the displaced tenant households have to rent or purchase and occupy a decent, safe, and sanitary replacement dwelling within one year from the date they move from the displacement dwelling. Tenants who occupied the property less than 90 days and have not occupied the property for the sole purpose of obtaining benefits, may be entitled to benefits under Last Resort Housing provisions. Based upon the available data regarding Project displacees, the permanently displaced households may qualify and may be eligible to apply for relocation benefits under URA provisions. Prepared by Overland, Pacific & Cutler, Inc. Page 16 80A-62 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project Rental Assistance payment amounts are equal to 42 times the difference between the base monthly rent and the lesser of: (i) The monthly rent and estimated average monthly cost of utilities for a comparable replacement dwelling; or (ii) The monthly rent and estimated average monthly cost of utilities for the decent, safe, and sanitary replacement dwelling actually occupied by the displaced person. The base monthly rent for the displacement dwelling is the lesser of: (i) The average monthly cost for rent and utilities at the displacement dwelling for a reasonable period prior to displacement, as determined by the Developer. For owner-occupants or households, which paid little or no rent, fair market rent will be used as a substitute for actual rent; or (ii) Thirty percent (30%) of the displaced person's average, monthly gross household income if the amount is classified as "low income" by the U. S. Department of Housing and Urban Development's (HUD) Annual Survey of Income Limits for the Public Housing and Section 8 Programs. HUD's Survey is shown as Exhibit B. If a displacee refuses to provide appropriate evidence of income or is a dependent, the base monthly rent shall be determined to be the average monthly cost for rent and utilities at the displacement dwelling; or (iii) The total of the amount designated for shelter and utilities if receiving a welfare assistance payment from a program that designated the amounts for shelter and utilities. Utility allowance amounts are based upon the standards of the local housing authority for a comparable type dwelling unit and the utility services the occupant is required to pay, such as, gas, water and electric utilities. Prepared by Overland, Pacific & Cutler, Inc. Page17 80A-63 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project Table 8 portrays the benefits determination under the URA: Table 8: Example Computation of URA Rental Assistance Payments 1. Old Rent $650 Old Rent, plus Utility Allowance or 2. Ability to Pay $700 30% of the Gross Household Income 3. Lesser of lines 1 or 2 $650 Base Monthly Rental Subtracted From: 4. Actual New Rent $750 Actual New Rent including Utility Allowance or 5. Comparable Rent $775 Determined by Authority; includes Utility Allowance 6. Lesser of lines 4 or 5 $750 7. Yields Monthly Need: $100 Subtract line 3 from line 6 Rental Assistance $4,200 Multiply line 7 by 42 months c. Downpayment Assistance The displacee household may opt to apply the entire benefit amount they are eligible for toward a purchase of a replacement unit (Guidelines 49 CFR 24.402(b) and HUD 1378). Permanently displaced households, who choose to utilize up to the full amount of their rental assistance eligibility (including any Last Resort benefits) to purchase a home, will have the funds deposited in an open escrow account, provided that the entire amount is used for the down payment and eligible, incidental costs associated with the purchase of a decent, safe, and sanitary replacement home. Provision shall be made in the escrow arrangements for the prompt return of the Developer funds, in the event escrow should fail to close within a reasonable period of time. Prepared by Overland, Pacific & Cutler, Inc. Page 18 80A-64 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project 3. Summary All Project area residents will be personally informed in writing of their status as a temporary or permanent displacee and will be provided advance written notice ofthe date, approximate duration and location of the temporary dwelling to be made available. Each affected household will receive printed information concerning the benefits and assistance to which they may be entitled. Temporary households will be informed of the terms and conditions under which the tenant may lease and occupy a suitable dwelling in the Project upon completion of the project. Temporary displacees will be provided compensation for reasonable and necessary out-of-pocket expenses. All temporary displacement needs will be accommodated on-site and should not exceed 60 days. The Developerwill make timely payments to all eligible claimants. This may include, where necessary to avoid hardship, advance payments to help secure appropriate replacement housing. D. GENERAL INFORMATION ON PAYMENT OF RELOCATION BENEFITS Claims and supporting documentation for relocation benefits must be filed with the Developer no later than 18 months from the date the claimant moves from the Project. The procedure for the preparation and filing of claims and the processing and delivery of payments will be as follows: 1. Claimant(s) will provide all necessary documentation to substantiate eligibility for assistance to the Developer's relocation representative. 2. Recommended assistance amounts will be determined by the Developer's relocation representative in accordance with the provisions of URA. 3. Required claim forms will be prepared by the Developer's relocation representative for claimant signature. 4. Claims will be submitted by the Developer's relocation representative to the Developer for review, approval, and payment. Prepared by Overland, Pacific & Cutler, Inc. Page 19 80A-65 80A-66 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project 5. Benefit checks will be issued to the Developer's relocation representative for distribution to claimants. 6, Replacement housing payments to residential occupants will be issued approximately three weeks after confirmation that the Project premises have been vacated and residency at the replacement unit is verified, with final payments being made as a lump sum or possibly on a periodic basis. 7. Receipts of payment will be obtained and archived by the Developer's relocation representative in individual relocation case files. E. LAST RESORT HOUSING Based on data derived from the surveys and analyses of the occupants in the Project area and costs of replacement housing resources, it is anticipated that "comparable replacement housing" will not be available as required within the maximum relocation amounts provided by the applicable regulations. Specifically, when the computed replacement housing assistance eligibility exceeds $5,250 or replacement dwelling monthly rental costs (including utilities and other reasonable recurring expenses) exceed 30% of the person's average monthly income. Therefore, ifthe Project proceeds, the Developerwill authorize its funds or funds authorized for the Project to provide housing of last resort. Due to the demonstrated number of available replacement housing resources for the occupants, as shown above in Section III, development of a replacement housing plan to produce sufficient nu mber of comparable replacement dwellings will not be necessary. Rather, funds will be used to make payments in excess of the monetary limits specified in the statute; hence, satisfying the requirement that "comparable replacement housing" be available. A permanently displaced household will be entitled to consideration for supplementary benefits in the form of Last Resort Housing assistance when comparable replacement dwellings are not available within the monetary limits for tenants ($5,250) as specified above in Section IV, C. 2. b., as well as, for tenants who fail to meet the 90 day length of occupancy requirement unless such tenant occupied the property for the purpose of obtaining assistance and benefits. Prepared by Overland, Pacific & Cutler, Inc. Page 20 80A-67 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project The Developer will make Last Resort rental assistance payments on a periodic basis. Recipients of Last Resort assistance who intend to purchase rather than re-rent replacement housing, have the right to request a lump sum payment of all benefits for the purpose of making a downpayment and paying standard, non-recurring closing costs. Displacee households receiving periodic payments may elect, at any time, to request a lump sum payment of all remaining benefits to assist with the purchase of a decent, safe, and sanitary dwelling. F. IMMIGRATION STATUS Federal legislation (PL 105-117) prohibits the payment of relocation assistance benefits under the Uniform Act to any alien not lawfully present in the United States unless such ineligibility would result in an exceptional and extremely unusual hardship to the alien's spouse, parent, or child any of whom is a citizen or an alien admitted for permanent residence. Exceptional and extremely unusual hardship is defined as significant and demonstrable adverse impact on the health or safety, continued existence of the family unit, and any other impact determined by the Developer to negatively affect the alien's spouse, parent or child. The Developer may elect to authorize the payment of relocation assistance benefits to any otherwise eligible displacee from non-federally authorized reimbursable funds. In order to track and account for relocation assistance and benefit payments, relocation staff will be required to seek immigration status information from each displacee 18 years and older. G. RELOCATION TAX CONSEQUENCES In general, relocation payments are not considered income for the purpose of the Internal Revenue Code of 1968, or the Personal Income Tax Law, Part 10 of the Revenue and Taxation Code. Displaced persons are encouraged, however, to consult with personal tax advisors concerning the tax consequences or social service providers to obtain information concerning the tax consequences associated with relocation payments. Prepared by Overland, Pacific & Cutler, Inc. Page 21 80A-68 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project H. GRIEVANCE PROCEDURES The Developer will follow the Agency's Grievance Policy which generally follows the standards described in Article 5, Section 6150 et seq., Title 25, Chapter 6, State of California, Department of Housing and Community Development Program guidelines. All displaced persons have the right to ask for administrative review concerning determinations of eligibility; relocation payment amount; the failure by the Developer to provide comparable replacement housing referrals; or, the property management practices of the Developer. I. EVICTION POLICY 1. Eviction may affect eligibility for relocation assistance and benefits. Relocation records will be documented to reflect the specific circumstances surrounding any eviction action. 2. Eviction may be undertaken for one, or more of the following reasons: (a) Failure to pay rent, except in those cases where the failure to pay is due to the owner's failure to keep the premises in habitable condition; is the result of harassment or retaliatory action; or, is the result of discontinuation, or a substantial interruption of services; (b) Performance of a dangerous, and/or illegal act in the unit; (c) A material breach of the rental agreement, and failure upon notification to correct said breach within 30 days of Notice; (d) Maintenance of a nuisance, and failure to abate such nuisance upon notification within a reasonable time following Notice; (e) Refusal to accept one of a reasonable number of offers of replacement dwellings; and/or, (f) A requirement under State, or local law or emergency circumstances that cannot be prevented by reasonable efforts on the part of the Developer. Prepared by Overland, Pacific & Cutler, Inc. Page 22 80A-69 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project J. PROJECTED DATES OF DISPLACEMENT It is anticipated that 90-day Notices-to-Vacate will be issued to the permanent displacees in spring 2006 and the first temporary relocatees approximately 60 days later. K. CITIZEN PARTICIPATION The Developer will fully meet its obligations under the Relocation Guidelines with respect to the following activities: 1. Full and timely access to documents relevant to the relocation program; 2. Provision of technical assistance necessary to interpret elements of the Relocation Plan and other pertinent materials; 3. Distribution of a general notice concerning the availability of this Plan for public review, as required, 30 days prior to its proposed adoption. Notice recipients will include affected Project residents and all other interested parties; 4. The opportunity to submit written or oral comments concerning the Plan and to have these comments attached to the Plan when it is forwarded to the Agency Board for adoption; 5. Final review of Plan to ensure its feasibility, compliance with applicable environmental standards and compatibility with the City's General Plan and relocation guidelines. L. ESTIMATED RELOCATION COSTS The Project will be funded with a combination of local, state, federal and Developer funds. The estimate of relocation benefits is based on tenant data and current market rental rates. Estimated relocation costs for the Project, including a 10% contingency are: Prepared by Overland, Pacific & Cutler, Inc. Page 23 80A-70 Relocation Plan for the OHDC 1411 North Durant Street Rehabilitation Project 1411 N Durant 10% Contingency TOTAL $144,000 $14.400 $158,400 The estimated relocation budget does not include consideration of relocation administrative services nor any related consulting services which may be necessary for the implementation of the Plan and Project. It does, however, assume that 50% of all temporary moves will require double moving allowance: to a temporary unit and back into the original unit. Prepared by Overland, Pacific & Cutler, Inc. Page 24 80A-71 80A-72 80A-73 OVERLAND, PACIFIC & CUTLER, INC. - RESIDENTIAL INTERVIEW FORM Interview Date: Site Move-In: Initiation of Ne otiations: interviewer: Head of Household ETHNICITY: D AFDC/TANF, Pension/SS, SSI ------------------------------------------ D White D Asian D Other Public Assistance Address: -------------------------------------- # ---------- D Hispanic/Latino (ask for Entitlement Letter) Site Telephone # _________ Work/Cell #________ D African American D Elderly Household D Other_____ Fax # --------- Email --------------- D Handicapped Household: PRIMARY LANGUAGE: Describe: ------- Social Security Number _______________ D English D Spanish D Other: Need Barrier-Free: Yes D No D ----- Occupancy Status: DOwn D Rent D Need access to public trans? Describe mode: ------ Dwelling Type ______ Approx. Sq.Ft.___ Old all occupants move In at the same time? Approximate Age of Unit: ___yrs,__ DYes D No D Need to live near medicai facilities? Describe location: # Bedrooms ---- # Bathrooms -- # Rooms __ D Laundry Fac. If not, when? ------------ D Garage D Carport D Pets: If so, describe___________ Occupant #1 ------------ Condition of unit: D Excellent D Good D Fair D Poor DSpecial needs /service used: Occupant #2 ______ Describe: ------- Owners: D Mortgage D Own Clear Occupant #3 ______ ------------- Monthly Payment: Principal $------- $ ----------- Occupant #4 ___ Loan Balance(s) as of ____: $ Own Car? Yes D No D Loan Type: D Fixed DVariable Annual % Rate -- Occupant #5 Monthly Utilities: Loan Type: D Fixed DVariable Annual % Rate ---- Occupant #6 ___ Gas: D Tenant D Owner Original Date(s) of Current Loan(s) : ______ What ----------- Rem. Loan Term Months Rem. Loan Term Months Occupant #7 ______ What ---- -- ---------------------- Renters: D Total Monthly Rent:L___ Landlord______ Preferred Relocation Area: Electricity: D Tenant D Owner Water: D Written Agreement Date________ D Tenant D Owner Other: ----- D M/M D Lease D Vacant/No Contact Home business? ---- Appliances Owned by Tenant: Mobile Home: Size: ----- ftx ---- ft DStove DRefrigerator DWID Description: Year: ----- Model: ------ Pad Rent: $ --- D Other____ If Sect.8, Total Tenant Rent. $ Caseworker: ----------- Telephone #: -------- D Unit Furnished D Unit Unfurnished DSecurity Deposit? $----- Do you rent out any rooms in the dwelling? DYes D No Ifso, names:____________________________ If so, is person or oersons considered part of household? DYes D No 1 M F 2 M F 3 M F 4 M F 5 M F 6 M F 7 M F Notes: I certify that all the information on this survey is true and correct. Respondent:_ Date: Effective 8/03 80A-74 80A-75 The following figures are approved by the U. S. Department of Housing and Urban Development (H.U.D.) for use in the County of Orange to define and determine housing eligibility by income level. Figures are per the Department of Housing and Community Development, Division of Housing Policy Development, February 25, 2005. HUD Income Limits - Orange County (2005) Family Size Extremely Low Very Low Low Moderate 1 Person 16,150 26,900 43,000 63,600 2 Person 18,450 30,700 49,150 72,700 3 Person 20,750 34,550 55,300 81,750 4 Person 23,050 38,400 61,450 90,850 5 Person 24,900 41 ,450 66,350 98,100 6 Person 26,750 44,550 71,250 105,400 7 Person 28,550 47,600 76,200 112,650 8 Person 30,400 50,700 81,100 119,900 80A-76 80A-77 12/22/05 Iss RESOLUTION NO. 2006- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA ANA APPROVING THE RELOCATION PLAN FOR RESIDENTIAL PROPERTY IN THE WILLARD NEIGHBORHOOD TO MEET FEDERAL AND STATE MANDATED REGULATIONS FOR PAYMENT OF RELOCATION BENEFITS BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA, AS FOLLOWS: Section 1: The City Council of the City of Santa Ana hereby finds, determines and declares as follows: A. The City and the Community Redevelopment Agency are providing acquisition and rehabilitation financing to Ross & Durant, L.P., for the purchase and rehabilitation of a multi-family housing unit on N. Durant Street. B. Ross & Durant is proposing to reconfigure the property located at 1411 N. Durant Street, presently consisting of 35 studio units, into five one-bedroom, ten two-bedroom and ten three-bedroom units. C. Pursuant to California Government Code section 7260, et seq., a public entity is required to adopt a relocation plan, by resolution, whenever it enters into an agreement for acquisition of real property or an agreement for the disposition and development of property which would lead to displacement of people from their homes. D. The Ross Street relocation plan has been prepared in conformance with applicable provisions of the California Government Code section 7260, et seq., Relocation Guidelines (California Code of Regulations, Title 25) and Handbook 1378 of the United States Department of Housing and Urban Development. E. The relocation plan is required due to the temporary displacement of 19 households in the 1411 N. Durant Street acquisition and rehabilitation project. Temporary relocation needs will be met by utilizing available on-site units. Thirteen households will be permanently displaced for not meeting the qualifying income criteria to return to the rehabilitated Project units. Section 2: The City Council hereby approves the relocation plan for the residential property located at 1411 N. Durant Street, and the establishment of an account in accordance with state and federal mandates for the payment of Resolution No, 2006- 80A-78 12/22/05 Iss relocation benefits to the temporarily and permanently displaced households in the Willard neighborhood. Section 3: This Resolution shall take effect immediately upon its adoption by the City Council, and the Clerk of the Council shall attest to and certify the vote adopting this Resolution. ADOPTED this day of ,2006. Miguel A. Pulido Mayor APPROVED AS TO FORM: Joseph W. Fletcher, City Attorney By: Laura Sheedy Assistant City Attorney AYES: Councilmembers: NOES: Councilmembers: ABSTAIN: Councilmembers: NOT PRESENT: Councilmembers: Resolution No. 2006- 80A-79 12/22/05 Iss CERTIFICATE OF ATTESTATION AND ORIGINALITY I, PATRICIA E. HEALY, Clerk of the Council, do hereby attest to and certify the attached Resolution No. 2006- to be the original resolution adopted by the City Council of the City of Santa Ana on Date: Clerk of the Council City of Santa Ana Resolution No, 2006- 80A-80