HomeMy WebLinkAbout19D - QRTLY RPT HOUSING PROJECTSREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
JUNE 3, 2013
TITLE:
QUARTERLY REPORT FOR HOUSING DIVISION
PROJECTS AND ACTIVITIES
(JANUARY 2013 - MARCH 2013)
CITY MANAGER:
RECOMMENDED ACTION
Receive and file.
CLERK OF COUNCIL USE ONLY:
APPROVED
? As Recommended
? As Amended
? Ordinance on 1" Reading
? Ordinance on 2nd Reading
? Implementing Resolution
? Set Public Hearing For_
CONTINUED TO
FILE NUMBER
COMMUNITY REDEVELOPMENT AND HOUSING COMMISSION RECOMMENDATION
At its special meeting held May 14, 2013, by a vote of 5:0 (Bist, Garcia absent) the Community
Redevelopment and Housing Commission recommended that the City Council receive and file.
DISCUSSION
This status report for the quarter ending on March 31, 2013, provides statistics for the day-to-day
affordable housing activities of the City and the Community Development Agency. The report is
divided into three sections: Loan Activity, Loan Portfolio Management and Monitoring, and
Development Projects.
Loan Activity
Applications
The Housing Division offers several different
programs including homebuyer down payment
assistance and rehabilitation loans for historic
single-family, single-family and mobile homes.
Mobile home loans are offered as forgivable
grants and are used to cover the cost of
essential repairs. Applications are mailed out
and received for these programs on a
continuing basis. Chart 1 shows the number of
applications sent out by type during the quarter.
Chart 1: Applications Mailed
Single
Family
Rehab (17)
Homebuyer
Assistance
? (32)
Mobile
Home
Hardship
(5)
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Quarterly Report for Housing Division
Projects and Activities (Jan-March 2013)
June 3, 2013
Page 2
Of the applications sent, two have been returned and are being processed.
Loan Underwriting and Approval Process
In this process, staff reviews applicant eligibility, verifies income and assets, and oversees
underwriting to determine eligibility per program guidelines. In addition, staff conducts an
inspection of the unit, prepares a work write up to determine rehabilitation work to be performed,
and develops a budget for -the work. Due to the complex funding requirements, applicants may be
in underwriting several months. The length of time in underwriting is largely determined by the
applicant's timely submittal of the necessary paperwork. Once approved, staff prepares all
necessary loan documents, makes arrangements for execution, and reserves the required loan
funds. Two homebuyer assistance loans were approved during the third quarter of the fiscal year,
and Table 1 provides details on these loans.
Table 1: Loans Annroved Durina This Quarter
Address Loan Amount Loan Type
1227 Camille Street $126,291 Homebu er Assistance
4809 Edinger Street $224,800 Homebu er Assistance
Chart 2 shows the number of loans approved
during the quarter fiscal year to date.
Construction Process
During this phase, homeowners receiving
rehabilitation loans are guided through an open
selection of contractors to complete the work on
their homes. Each homeowner is given a list of
contractors that have been screened by staff for
license and insurance requirements. However,
homeowners are allowed to select any contractor
that meets these same requirements. Staff assists
the homeowners in selection of a contractor,
monitors the construction work, approves
payments to contractors, and tracks expenditures
to ensure they do not excE?ed available funds. At
the end of this quarter there were five homeowner
rehab projects under construction.
Chart2: Loans Approved During
Quarter & FY to Date
9 ! _.
6
8 ?-
f FYto Date (8)
7 I- _
6
5
4
3
FY to Date (3)
2 -
3rd Quarter (2)
1 -
o
Homebuyer Assistance Homeowner Rehab
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Quarterly Report for Housing Division
Projects and Activities (Jan-March 2013)
June 3, 2013
Page 3
Loan Portfolio Management and Monitoring
The Housing Division is responsible for ensuring the integrity of the residential loan portfolio. As of
the end of this quarter, the principal balance was $107,119,055. This is comprised of 496 loans of
which 441 are deferred or residual receipt payment loans. As shown in Table 2, the loan portfolio
generated $179,626 in payments of principal and interest during the quarter:
Table 2: Portfolio Revenue
Residual Receipts Payments $115,012
Amortized Loan Payments $64,614
Total $179,626
As part of the requirements for these funds, staff must monitor the owner-occupancy for single
family homes that have received loans, and the code compliance of units in rental projects with
long-term affordability covenants. During this quarter, staff received and processed 76 owner-
occupancy recertification letters. Six second-request letters were mailed to homeowners that were
non-responsive.
During this quarter, staff also conducted code compliance inspections for 164 units in eight
projects. Regulations require that only a sample be selected for inspection. Staff also inspects
the grounds and common areas such as laundry rooms to insure they also meet City code
requirements. The majority of the inspected units as well as the grounds and common areas were
found to be in compliance at the time of initial inspection. Some of the units had minor
deficiencies including peeling paint, loose toilets, inoperable burners, faulty GFCI outlets,
inoperative smoke alarms and carbon monoxide detectors. All of the deficiencies were repaired
and the units were found to be in compliance at the time of the subsequent re-inspection.
Development Projects
NSP 1 Program
The federal Neighborhood Stabilization Program (NSP) is intended to target and stabilize
communities hardest hit with foreclosures. To date, the City has received all three NSP awards for
which it was eligible. The first award (NSP 1) came through a noncompetitive process in the
amount of $5,795,155. Under its term requirements, all grant funds needed to be obligated by
September 5, 2010, and expended by March 26, 2013. In addition, NSP grantees must expend at
least 25% of the funds on households that have very low-incomes. The City has exceeded all of
these requirements. All of the NSP 1 grant funds were obligated by August of 2010, and by the
end of this quarter we had already expended more than $6.8 million or 119% of its grant amount.
The amount spent is greater than the grant amount because it includes program income. The
City has spent $2.4 million, or 34% of all its NSP 1 funds, on projects that serve very low-income
households exclusively. During this quarter, Santa Ana WBBB L.P. completed the construction of
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Quarterly Report for Housing Division
Projects and Activities (Jan-March 2013)
June 3, 2013
Page 4
a 36-unit multi-family housing project located at 605 E. Washington. NSP 1 funds were utilized to
acquire the site. NSP 1 is only operating with program income, and these funds will diminish over
time.
NSP 2 Program
The City's second award (NSP 2) for $10 million was received through a highly competitive
process in which only 15 local government agencies were successful. Most awards were made to
nonprofit consortiums. Under the terms of this award, there is no obligation deadline to meet;
however, there is an expenditure deadline. In the first quarter, HUD approved a technical
amendment to allow the City to close the DPAP activity and move the remaining $336,860 to the
Single-Family Acquisition-Rehabilitation activity.
During this quarter, two properties were sold and one property is pending sale. Tables 3 and 4
provide additional detail.
Table 3: NSP2 Sinale Familv Properties Sold During This Quarter
Property Address Silent 2" Income Level
1227 W. Camile $10,000 Moderate
328 E. Harwood Place $10,000 Moderate
Table 4: NSP2 Sinale Familv Properties Pendina Sale
Property Address Silent 2" Income Level
705 S. Kilson $10,000 Moderate
The partnership of Orange Housing Development Corporation and C&C Development was also
selected to implement the NSP2 Multifamily Acquisition/Rehabilitation Program. To date, the
partnership has utilized $3.94 million in NSP 2 funds to acquire a 26-unit multi-family property at
326 S. Garnsey Street. The property was rehabilitated by the partnership and the units are now
100% leased.
NSP 3 Program
The U.S. Department of Housing and Urban Development (HUD) has allocated the amount of
$1,464,113 in NSP 3 funds to the City of Santa Ana. To receive these funds the City adopted a
substantial amendment to its Annual Action Plan, and submitted it to HUD on February 28, 2011.
The amendment was approved, and the City signed a grant agreement with HUD on March 10,
2011. The grant activities are:
• Acquisition/Rehab/Resale-50 Percent of Area Median Income
• Acquisition/Rehab/Resale-120 Percent of Area Median Income
• Administration
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Quarterly Report for Housing Division
Projects and Activities (Jan-March 2013)
June 3, 2013
Page 5
The City's intermediary ANR has been actively seeking foreclosed properties in the NSP 3 target
area. During this quarter, one property located at 1223 Baker Street was acquired and is currently
being rehabilitated. The rehabilitation will be completed during the first week of April 2013.
As required by regulations, comprehensive detailed quarterly reports on all of the City's NSP
Programs are posted on the City's website at http://www.santa-ana.org/cda/NSP.asp.
In-Fill Development Projects
The construction of Santa Ana Station District Phase I, a 74-unit large-family affordable rental
housing project, is nearly completed and expected to be finalized in April 2013. The construction
of Phase II, an additional 40 units of large-family affordable rental housing consisting of the
rehabilitation of existing structures (15 units) and new construction (25 units), is completed and
fully leased. Phase III, a for-sale housing project to be developed by City Ventures consisting of
approximately 24 units of large family homes, is currently in plan review.
The completion of Vista Del Rio, a 41-unit handicapped-accessible affordable rental housing
project located at 1600 Memory Lane, is imminent and construction is expected to be finalized in
May 2013.
Santa Ana WBBB L.P. completed the construction of a 36-unit multi-family housing project located
at 605 E. Washington and the units are currently being leased.
During this quarter, Habitat for Humanity of Orange County completed the construction of a single-
family dwelling located at 1029 McLean Drive. A single-family dwelling constructed during the
second quarter, located at 4809 W. Edinger, was sold during this quarter to a low-income
homebuyer. Three additional single-family dwellings at 160 E. McFadden Avenue, 1114 S.
Cypress and 1121 S. Cypress Avenue are currently under construction and expected to be
completed in July 2013.
FISCAL IMPACT
There is no fiscal impact associated with this action.
6" 'C'
Sandra D. Gottlieb
Acting Executive Director
Community Development Agency
SDG/SLB/kg
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