AHA-2019-004 AHA—RESOLUTION NO. 201 9—0 0 4
A RESOLUTION OF THE GOVERNING BOARD OF THE ANAHEIM
HOUSING AUTHORITY APPROVING I.) A COOPERATION AGREEMENT
FOR THE ECONO LODGE APARTMENTS,BY AND BETWEEN THE CITY OF
ANAHEIM AND THE ANAHEIM HOUSING AUTHORITY, SUBSTANTIALLY
IN THE FORM ATTACHED HEREWITH; II.) A PRELIMINARY FUNDING
AWARD LETTER, SUBSTANTIALLY IN THE FORM ATTACHED
HEREWITH BETWEEN THE ANAHEIM HOUSING AUTHORITY AND
JAMBOREE HOUSING CORPORATION; III.) AUTHORIZING THE
EXECUTIVE DIRECTOR OF THE ANAHEIM HOUSING AUTHORITY, OR
HIS DESIGNEE, TO NEGOTIATE THE TERMS OF AND FINALIZE AN
AFFORDABLE HOUSING AGREEMENT; IV.) AUTHORIZING THE
EXECUTIVE DIRECTOR OF THE ANAHEIM HOUSING AUTHORITY, OR
HIS DESIGNEE, TO EXECUTE AND ADMINISTER THE COOPERATION
AGREEMENT AND PRELIMINARY FUNDING AWARD LETTER ON BEHALF
OF THE ANAHEIM HOUSING AUTHORITY WITH THE CITY; V.)
AUTHORIZING THE EXECUTIVE DIRECTOR OF THE ANAHEIM HOUSING
AUTHORITY, TO ENTER INTO SUBSEQUENT AGREEMENTS NECESSARY
TO IMPLEMENT THE PROJECT, PROVIDED THAT SUCH AGREEMENTS
DO NOT MATERIALLY INCREASE OR EXTEND THE ASSISTANCE
PROVIDED BY THE ANAHEIM HOUSING AUTHORITY UNDER THE
COOPERATION AGREEMENT OR PRELIMINARY FUNDING AWARD
LETTER.
WHEREAS,the Anaheim Housing Authority("Authority") is a California housing authority
duly organized and existing under the California Housing Authorities Law, Part 2 of Division 24,
Section 34200, et seq., of the Health and Safety Code ("HAL"), and has been authorized to transact
business and exercise the power of a California housing authority pursuant to action of the City
Council ("City Council")of the City of Anaheim; and
WHEREAS, the City of Anaheim ("City") is a California municipal corporation and charter
city;and
WHEREAS, City is a participating jurisdiction with the United States Department of
Housing and Urban Development ("HUD") that has received funds ("HOME Funds") from HUD
pursuant to Title II of the Cranston Gonzalez National Affordable Housing Act (42 U.S.C. 12701
12839) and the HOME Program regulations codified at 24 CFR Part 92, as amended by the "2013
HOME Final Rule" at 24 CFR Part 92 (Complete Rule) http:I/www.ecfr.gov/cgi-bin/text-
idx?tpl=/ecfrbrowse/Title24/24cfr92 main 02.tpl (together,"HOME Program"); and
WHEREAS, HOME Program has, among its purposes, the strengthening of public-private
partnerships to provide more affordable housing, and particularly to provide decent, safe, sanitary,
and affordable housing, with primary attention to housing for very low income and lower income
households in accordance with the HOME Program;and
WHEREAS,the HOME Program funds are used by Authority,as a participating jurisdiction,
to carry out multi-year housing strategies through acquisition, rehabilitation,and new construction of
housing for target income persons and families; and
1
i
WHEREAS, Authority additionally maintains a Low and Moderate Income Housing Asset
Fund (the "Housing Asset Fund") pursuant to Health and Safety Code Section 34176 and 34176.1,
which Housing Asset Funds are available to Authority to assist in the development and operation of
rental housing in City that is affordable to persons and families of low, very low and extremely low
income;and
WHEREAS, Jamboree Housing Corporation ("JHC") and its wholly-owned subsidiary,
JHC-Acquisitions LLC, a California limited liability company, ("Developer") have informed
Authority and City that JHC and Developer have entered into a "Site Purchase Agreement" to
acquire that certain 1.001-acre parcel of real property located at 2691 West La Palma Avenue,
Anaheim, California (the "Site") for a permanent supportive housing project; the Site is currently
improved with and operated by Operator as a 70-room motel that is commonly referred to as the
"Econo Lodge Motel";and
WHEREAS, JHC and Developer have further informed Authority and City that it is the
intention of JHC and Developer that upon acquiring the Site, JHC and Developer will convert and
rehabilitate the existing improvements at the Site for use as an affordable rental housing project;and
WHEREAS, Authority and JHC will enter into that certain Preliminary Award Letter dated
as of July 30, 2019 (the "Letter"), pursuant to which Authority will make a preliminary award of a
HOME and/or Housing Asset Funds to JHC, in the form of a loan, for the purpose of assisting JHC
with the acquisition, the rehabilitation and conversion of the Econo Lodge Motel and long-term
management and operation of a permanent supportive housing project thereon by JHC or an affiliate
of JHC (the "Developer"). The Letter sets forth certain basic business terms which will be
augmented by a comprehensive affordable housing agreement containing terms customary to such
agreements of Authority and including such additional terms as the Executive Director shall deem to
be appropriate(the"Affordable Housing Agreement"); and
WHEREAS,at the request of JHC, Authority staff and legal counsel have prepared the form
of Preliminary Award Letter (the "Letter"), which provides for(a)the Authority Executive Director
to enter into an Affordable Housing Agreement with JHC for the acquisition, rehabilitation and
conversion of the Econo Lodge Motel and operation and management by Developer of a 69-unit
permanent supportive housing project at the Site for not fewer than 55-years(the"Project"); and (b)
Authority to provide a loan to Developer sourced from HOME Funds and/or Housing Asset Funds,
and other terms and conditions relating to the Project and Authority's assistance to Developer for the
Project;and
WHEREAS, all initially capitalized terms used in this Resolution without definition have the
meanings set forth in the Letter;and
WHEREAS, by this Resolution Authority will request that City enter into the agreement
with Authority as submitted herewith entitled "Cooperation Agreement (Econolodge Apartments)"
(the"Cooperation Agreement"). By the Cooperation Agreement,City would transfer certain moneys
as set forth therein to be applied by Authority as provided under the Cooperation Agreement
substantially in the form submitted herewith;and
WHEREAS, City and Authority will execute a Cooperation Agreement pursuant to which
City agreed to contribute HOME Funds to the Project; such Cooperation Agreement remains in full
force and effect and shall apply to the Project as described herein and in the Letter;and
2
WHEREAS, the Letter contemplates that upon acquiring the Site Developer will be required
to relocate eligible occupants of the Econo Lodge Motel; the acquisition of the Site and the
implementation of the Project shall comply with the all applicable requirements of the federal
Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (URA), as
amended,the implementing regulations of Handbook 1378 of the Department of Housing and Urban
Development(HUD), the California Relocation Assistance Law, Government Code Section 7260, et
seq., and the Relocation Assistance and Real Property Acquisition Guidelines adopted by the
Department of Housing and Community Development and set forth at Title 25, California Code of
Regulations Section 6000,et seq. (Guidelines)(collectively,the "Relocation Laws");and
WHEREAS, Developer is experienced in the construction, development, operation and
management of high quality housing which is intended to be affordable to households exiting
homelessness of extremely low income in Southern California, including without limitation dwelling
units developed utilizing HOME Funds and Housing Asset Funds;and
WHEREAS, Developer (as "Applicant" to TCAC) has informed Authority and City that
Developer intends to submit an application to TCAC ("Application") to obtain an allocation of four
percent(4%)Low Income Housing Tax Credits("Tax Credits") and housing bonds for the Project; if
Developer does not receive such allocation of 4% Tax Credits, Developer shall submit a second
Application of 4% Tax Credits to TCAC following notification that Developer's first Application
was not successful; provided,that any increase in the amount of the Anaheim Loan to be provided by
Authority to Developer form the amount set forth in the Letter shall first be approved by the
Authority Governing Board;and
WHEREAS, by Authority's commitment of monies sourced in whole or in part from the
Housing Asset Fund and/or HOME Funds for the Agreement and/or the Anaheim Loan, neither
Authority (or Successor Agency or City) nor Developer intends in any manner to waive any
constitutional and/or legal rights under the Dissolution Act or any other applicable laws; therefore,
Authority (and Successor Agency and City) and Developer expressly and intentionally reserve all
rights under any and all applicable laws to challenge the validity of any or all provisions of the
Dissolution Act in any legal manner or proceeding, including challenging determinations made by
the Oversight Board and/or California Department of Finance, without prejudice to City or Successor
Agency or Authority or Developer;and
WHEREAS, subject to satisfaction of the conditions set forth in the Letter and further
subject to the Affordable Housing Agreement, Developer shall own and shall rehabilitate and operate
the Site and shall cause the Site to be maintained and managed in accordance with the Letter and an
Affordable Housing Agreement and other instruments to be executed by Authority and Developer
with respect to the Project, during the entire 55-year Affordability Period contemplated by the Letter;
and
WHEREAS, the Project is vital to and in the best interest of City and the health, safety and
welfare of its residents, and is in accordance with the public purposes of applicable state and local
laws and requirements;and
WHEREAS,Authority has prepared such notices, plans and reports as may be required prior
to consideration of this matter and has made available for public inspection all such matters prior to
the public consideration of this matter;and
3
WHEREAS, Authority and City held a public hearing to consider the Amended Letter and
the transaction contemplated therein in accordance with the Housing Authorities Law, the California
Community Redevelopment Law to the extent applicable, Health and Safety Code Section 33000,et
seq., and the Dissolution Act;and
WHEREAS, Authority has duly considered all terms and conditions of the proposed
Agreement, including all attachments thereto, and believes that the Project is in the best interests of
City and the health, safety, and welfare of its residents, and in accord with the public purposes and
provisions of applicable state and local laws and requirements.
NOW, THEREFORE, BE IT RESOLVED BY THE ANAHEIM HOUSING
AUTHORITY:
Section 1. The Authority Board finds and determines that the foregoing recitals are true
and correct and are a substantive part of this Resolution.
Section 2. The Authority Board hereby finds and determines, based on all
documentation, testimony and other evidence in the record before it, that (a) the proposed
acquisition, rehabilitation and conversion of the Site will assist in the elimination of blight by
allowing a parcel (the Site) constrained with infrastructure deficiencies to be converted to a 69-unit
permanent supportive housing project with the covenants and conditions and rehabilitation costs
authorized by the Letter.
Section 3. The Authority Board hereby approves the Letter between Authority and JHC,
substantially in the form submitted herewith, and the Cooperation Agreement substantially in the "
form submitted herewith.
The Authority Executive Director and the Authority Secretary/City Clerk are hereby authorized to
execute and attest the Letter, and subsequently and subject to compliance with the conditions set
forth in the Letter, prepare an Affordable Housing Agreement and various implementing documents
on behalf of Authority, and execute and administer the Cooperation Agreement. In such regard, the
Authority Executive Director(or his duly authorized representative) is authorized (a)to sign the final
version of the Letter after completion of any such non-substantive, minor revisions, (b) to negotiate
and execute the final versions of an Affordable Housing Agreement, and other instruments
implementing the Project as set forth in the Letter; Copies of the final form of the Letter, when duly
executed and attested, shall be placed on file in the office of the City Clerk. Further, the Authority
Executive Director (or his duly authorized representative) is authorized to implement the Amended
Letter and take all further actions and execute all documents referenced therein and/or necessary and
appropriate to carry out the transaction contemplated by the Letter as well as the Cooperation
Agreement. The Authority Executive Director (or his duly authorized representative) is hereby
authorized to the extent necessary during the implementation of the Letter to make technical or minor
changes and interpretations of the Letter after execution, as necessary to properly implement and
carry out the Letter, including all exhibits thereto, provided any and all such changes shall not in any
manner materially affect the rights and obligations of Authority under the Letter. The authorization
given to the Authority Executive Director shall not include amendments which would materially
increase or extend the assistance to be provided by the Authority under the Cooperation Agreement
or the Letter.
Section 4. In addition to the authorization of Section 3 above, the Authority
Executive Director is hereby authorized, on behalf of Authority, to sign all other documents
4
necessary or appropriate to carry out and implement the Letter, including causing the issuance of
warrants in implementation thereto, and to administer Authority's obligations, responsibilities and
duties to be performed under the Letter and agreements subsequently executed to implement the
Letter, including all exhibits thereto. In addition,the Executive Director is authorized to execute and
administer on behalf of the Housing Authority the Cooperation Agreement substantially in the form
submitted herewith.
Section 5. As the"lead agency" under the California Environmental Quality Act(Public
Resources Code Section 21000, et seg.; herein referred to as "CEQA"), the Governing Board of the
Housing Authority hereby finds and determines that the proposed project consists of the purchase,
rehabilitation and conversion of a motel Site to a permanent supportive housing project (a Class 1
Project) that will not cause a significant effect on the environment and that the Agreement and the
purchase, rehabilitation and conversion the motel Site to a permanent supportive housing project
pursuant to the Letter is therefore categorically exempt from CEQA pursuant to Section 15301 of
Title 14 of the California Code of Regulations. This finding is based on Authority's determination
that the Project consists of the operation,repair,maintenance,permitting, leasing, licensing,or minor
alteration of existing public or private structures, facilities, mechanical equipment, or topographical
features, involving negligible or no expansion of use beyond that existing at the time of the lead
agency's determination. The City Council further determines that the Project consists of an existing
facility project (a Class 1 Project) and is therefore categorically exempt from CEQA pursuant to
Section 15301 of Title 14 of the California Code of Regulations. .
Section 6. The Authority Secretary shall certify to the adoption of this Resolution.
5
THE FOREGOING RESOLUTION IS PASSED, APPROVED AND ADOPTED BY
THE GOVERNING BOARD OF THE ANAHEIM HOUSING AUTHORITY THIS
THIRTIETH (30`h) DAY OF JULY,2019, BY THE FOLLOWING ROLL CALL VOTE:
AYES: Chairman Sidhu and Authority Members Kring, Barnes,
Brandman, Moreno, Faessel, and O'Neil
NOES: None
ABSTAIN: None
ABSENT: None
ANAH ' OUSING AUT.ORITY
By: , IF ,I
II �„/
/ /V air
4,11No.
Authority Seer- ary
6
ATTACHMENT TO RESOLUTION
ATTACH COPY OF AGREEMENT
ATTACHMENT TO RESOLUTION
Page 1 of
COOPERATION AGREEMENT
(Econo Lodge Apartments)
This COOPERATION AGREEMENT (Econo Lodge Apartments Project) (this
"Agreement"), dated for identification purposes only as of July 1, 2019 (the "Date of this
Agreement"), is entered into by and between the CITY OF ANAHEIM, a municipal corporation
and charter city (the "City"), and the ANAHEIM HOUSING AUTHORITY, a public body,
corporate and politic and legal entity(the"Authority").
RECITALS
A. As of the Date of this Agreement, JHC-Acquisitions, LLC, (the "Developer") has
entered into a purchase and sale agreement for several parcels of real property commonly known as
2691 West La Palma Avenue in the City and consisting of several commercial,residential and vacant
properties (the "Site). The Site is depicted on the Map which is attached hereto as Exhibit A and
incorporated herein by reference.
B. The Developer is endeavoring to convert and rehabilitate a 70-unit motel to a 69-unit,
plus one manager's unit permanent supportive housing project providing affordable housing to
extremely low income households(the"Project"). To this end, Developer will be submitting funding
applications for Low Income Housing Tax Credit funding from the California Tax Credit Allocation
Committee (TCAC) and State Mental Health Services Act Program funds (MHSA) from the County
of Orange (administered by the California Housing Finance Agency). Developer will also seek
funding for the Project from other private lenders and investors.
C. Pursuant to contract with HUD, the City has received and administers certain funds
pursuant to the HOME Investments Partnership Act and Home Investment Partnership Program
("HOME Funds")pursuant to Title II of the Cranston Gonzalez National Affordable Housing Act(42
U.S.C. 12701 12839) and the HOME Program regulations codified at 24 CFR Part 92, as amended•
by the "2013 HOME Final Rule" at 24 CFR Part 92 (Complete Rule) http://www.ecfr.gov/cgi-
bin/text-idx?tpl=/ecfrbrowse/Title24/24cfr92 main 02.tpl (together, the "HOME Program").
Among the purposes of the HOME Program is to expand the supply of decent, safe, sanitary and
affordable housing, with primary attention to rental housing for very low income and low income
persons and families.
D. The Authority administers project-based rental assistance subsidies pursuant to the
Project Based Voucher Law, 42 U.S.C. 1437f(o)(13), and the federal regulations promulgated
thereunder set forth at 24 CFR Part 983 (collectively,the"Section 8 Program").
E. The Developer has requested assistance in the form of a loan of$1,600,000 from the
City's HOME Funds ("HOME Loan") and 49 project-based Section 8 vouchers ("PBV Assistance")
to be provided by the Authority pursuant to the Section 8 Program.
F. The Authority and the City (each, a "Party" and together, the "Parties") desire to
assist with the Project. To this end, the City desires to make up to $1,600,000 of HOME Funds
available to the Authority to enable the Authority to enter into an Affordable Housing Agreement and
1
DOCSOC/1668689 v3/022620-0042
HOME Investment Partnership Agreement with the Developer(the"AHA"). The AHA will set forth
the specific terms and conditions under which the Authority will make the HOME Loan and provide
the PBV Assistance to the Developer for the Project.
NOW, THEREFORE, FOR AND IN CONSIDERATION OF THE MUTUAL
PROMISES, COVENANTS AND CONDITIONS CONTAINED HEREIN, THE PARTIES
AGREE AS FOLLOWS:
SECTION 1. TRANSFER OF FUNDS BY CITY TO AUTHORITY.
City agrees to transfer to Authority up to One Million Six Hundred Thousand Dollars
($1,600,000)of HOME Funds("Project Funds")held by the City to enable the Authority to make the
HOME Loan to the Developer for the Project. Subject to approval by the Authority's governing
board of the terms of the AHA and execution thereof by the Authority and Developer,City will make
the Project Funds available to the Authority for the Project. Authority shall not disburse the Project
Funds to the Developer until the Authority has confirmed that the Developer has satisfied all of the
conditions precedent to the disbursement of the HOME Loan pursuant to AHA; provided that the
Authority Executive Director may waive, defer or modify such conditions precedent in accordance
with the authority granted by the Authority's governing board.
The Authority covenants and agrees to use the Project Funds (i)in strict conformance with
Title II of the Cranston-Gonzalez National Affordable Housing Act(42 U.S.C. 12701-12839)and the
HOME Program Regulations codified at 24 CFR Part 92, as amended by the 2013 HOME Final
Rule, and (ii)to implement the AHA in order to expand the supply of decent, safe, sanitary and
affordable housing for very low income and low income persons and families.
This Agreement does not constitute a"commitment"of HOME Funds,as the term
"commitment"is defined in 24 CFR 92.2.
SECTION 2. LIABILITY AND INDEMNIFICATION.
In contemplation of the provision of Section 895.2 of the California Government Code
imposing certain tort liability jointly upon public entities solely by reason of such entities being
parties to an agreement as defined by Section 895.4 and 895.6 of such Code, each of the Parties, as
between themselves, pursuant to the authorization contained in Section 895.4 and 895.6 of such
Code,will each assume the full liability imposed on it,or any of its officers,agents, or employees by
law for injury caused by negligent or wrongful act or omission occurring in the performance of this
Agreement to the same extent that such liability would be imposed in the absence of Section 895.2 of
such Code.
To achieve the above-stated purposes, each Party indemnifies and holds harmless the other
Party for any loss, costs or expense that may be imposed upon such other Party solely by virtue of
such Section 895.2. The provisions of Section 2778 of the California Civil Code are made part
hereof as if fully set forth herein.
SECTION 3. EFFECTIVE DATE
This Agreement shall take effect from and after the date of approval hereof by the Authority
Board and the City Council.
2
DOCSOC/1668689v3/022620-0042
IN WITNESS WHEREOF, THE PARTIES HAVE EXECUTED THIS AGREEMENT
AS OF THE RESPECTIVE DATES SET FORTH BELOW.
CITY OF ANAHEIM
a municipal corporation and charter city
Dated: ,2014 By:
John E.Woodhead IV
Community Development Director
ATTEST:
THERESA BASS, CITY CLERK
City Clerk
APPROVED AS TO FORM:
ROBERT FABELA,CITY ATTORNEY
Leonie Mulvihill
Deputy City Attorney IV
[Signature block for Cooperation Agreement continued on next page
3
DOCSOC/1668689v3/022620-0042
'Signature block for Cooperation Agreement continued from previous page)
AUTHORITY:
HOUSING AUTHORITY SECRETARY,
a public body,corporate and politic
Dated: , 2014 By:
John E.Woodhead IV
Executive Director
ATTEST:
THERESA BASS, HOUSING AUTHORITY SECRETARY
Authority Secretary
APPROVED AS TO FORM:
ROBERT FABELA,CITY ATTORNEY
Leonie Mulvihill
Deputy City Attorney IV
4
DOCSOC/1668689v3/022620-0042
EXHIBIT A
MAP OF PROJECT SITE
[To be inserted]
A-1
DOC SOC/1668689v3/022620-0042
LOCATION MAP
. #) ,/
1 W4LL
111
,411
•
LA PALMA AVENUE JA AVE p
I
- - _
_� _�
f
J �z LIc DAD CtF
2691 W. LA PALMA AVENUE N
City of Anaheim
7O1N
°r4° ANAHEIM HOUSING AUTHORITY
•
•
1e7s �S�F July 30, 2019
<
Ms. Laura Archuleta
JHC-Acquisitions LLC
do Jamboree Housing Corporation
17701 Cowan Avenue, Suite 200
Irvine, California 92614
SUBJECT: Preliminary Award Letter regarding Certain Financial Assistance
by the City of Anaheim and the Anaheim Housing Authority,
Including a Loan Sourced from HOME Program Funds and/or
Housing Asset Funds, 49 Section 8 PBVs for the Proposed
Conversion and Rehabilitation of the 70-Unit Econo Lodge Motel
located 2691 W. La Palma Avenue (the "Site") to a Permanent
Supportive Housing Project in Anaheim, California
Dear Ms. Archuleta:
Jamboree Housing Corporation ("JHC") and its wholly-owned subsidiary, JHC-
Acquisitions LLC, a California limited liability company, ("Developer") have submitted
an application to the City of Anaheim ("City") and the Anaheim Housing Authority
("Authority")l for financial assistance for the proposed affordable housing project
called "Econo Lodge Permanent Supportive Housing Project", which is an affordable,
conversion and rehabilitation of a 70-unit motel located in Anaheim, California
("Project"). Specifically, the Developer has requested that the City provide a loan of
up to $1,600,000 in HOME program funds or moneys from the Authority's Low and
Moderate Income Housing Asset Fund ("LMIHAF"). The Developer additionally
requested that the Authority provide up to 49 Project Based Section 8 Vouchers
("PBV Assistance") to the Developer for the Project pursuant to the Project Based
Voucher Law, 42 U.S.C. 1437f(o)(13), and the federal regulations promulgated
thereunder set forth at 24 CFR Part 983 (collectively, the "Section 8 Program").
JHC has also submitted applications for funding with the County of Orange for Mental
Health Services Act (MHSA) capital funding for thirty-five (35) units in the amount of
$9,096,000 and twenty (20) Veterans Affairs Supportive Housing (VASH) Vouchers.
JHC will also seek $1,500,000 in funding from the Orange County Housing Trust
fund and will also be applying for Tax Credit funding providing an additional
$5,632,569 in tax credit equity for the project and authorization for the issuance of
multifamily housing bonds.
' The City and the Authority are referred together to as "Anaheim".
Ms. Laura Archuleta
JHC-Acquisition LLC
Preliminary Award by City of Anaheim and Anaheim Housing Authority of HOME
Program Funds and/or Housing Asset Funds, Section 8 PBV Assistance for the 70-Unit
Econo Lodge Permanent Supportive Housing Project in Anaheim, California
July 30, 2019
Page 2 of 13
Land Use Entitlement and Anaheim Assistance
In connection with seeking to undertake the Project, JHC and the Developer
submitted to the City of Anaheim (the "City") and the Authority' an application for
financial assistance and other benefits as herein defined and described (together,
"Anaheim Assistance").
JHC has advised the Authority and the City that JHC intends to prepare and submit
to the City an application for land use entitlements for the Site, under the Motel and
Commercial Office Conversion Ordinance under Chapter 18.38 of the Anaheim
Municipal Code ("Land Use Entitlement").
According to JHC and the Developer, the Project will involve the conversion of an
existing 70 unit, two-story Motel to a sixty-nine (69)-unit affordable permanent
supportive housing project with a surface parking area, subject to approval by the
City of Anaheim Planning Commission. The Project will include sixty-nine studio
units, plus one-1 bedroom Manager's unit. Forty-nine (49) of the Project units will
be set aside for homeless individuals and twenty (20) for homeless veterans. As
specified in the development plans, the Project will include 22 parking spaces and
14,227 square feet of recreation and leisure space. Project amenities include;
community room, recreation room with kitchen, community garden are and outdoor
courtyard seating.
JHC and the Developer propose that JHC, with the written consent of the Authority,
as applicable, JHC shall prepare and submit to the City its application for the Land
Use Entitlement that includes: a Conditional Use Permit Application, Building Plan
Check and, if approved, with construction subject to the City's development
standards, zoning and other laws and regulations.
In connection with implementation of the Project, JHC has requested that Anaheim
provide to JHC or the Developer, by this Preliminary Award Letter the Anaheim
Assistance described below.
Anaheim states its objective at this time with respect to the proposed development
as described by Developer, as referenced in this Preliminary Award Letter, is to
satisfy the provisions of the California Tax Credit Allocation Committee ("TCAC")
Regulations Implementing the Federal and State Low Income Housing Tax Credit
Laws, California Code of Regulations, Title 4, Division 17, Chapter 1, Section 10300,
City Hall West et seq. ("TCAC Regulations"), in particular Section 10326, albeit there is no intention
201 S Anaheim Blvd,2nd Floor
Anaheim, CA 92805 to violate HOME Program requirements, in particular 24 CFR 92.2. If the Developer
TEL(714)765-4320
FAX(714)7654331 2The City is a California municipal corporation and charter city; and, the Authority is a public body
www.anaheim.net corporate and politic organized and existing pursuant to the Housing Authorities Law, California Health
and Safety Code Section 34200, et seq. ("HAL"). In this Preliminary Award Letter, the City and the
Authority are referred to together as"Anaheim".
I
Ms. Laura Archuleta
JHC-Acquisition LLC
Preliminary Award by City of Anaheim and Anaheim Housing Authority of HOME
Program Funds and/or Housing Asset Funds, Section 8 PBV Assistance for the 70-Unit
Econo Lodge Permanent Supportive Housing Project in Anaheim, California
July 30, 2019
Page 3 of 13
or JHC receives an award of low-income housing tax credits ("Tax Credits"), then the
Developer (or, if applicable, JHC) and Anaheim may negotiate and enter into a
comprehensive agreement for the operation of affordable rental housing
improvements (the "AHA") in implementation of the Tax Credits and the Anaheim
Assistance.
JHC has indicated that the Developer plans to make an application to the California
Tax Credit Allocation Committee (TCAC) for 4% Tax Credits in the 2019 application
cycle. If JHC's or the Developer's application for 4% Tax Credits is unsuccessful,
provided that JHC or Developer have acted diligently and it appears to the Authority
reasonably likely that a resubmittal would be successful, the Authority will agree to
allow one additional application to TCAC for an allocation of 4% Tax Credits;
provided, however, that the Authority shall have no obligation to increase the amount
of Anaheim Assistance to the Project from that described in this Preliminary Award
Letter.
Anaheim Assistance
The City and Authority have reviewed the JHC's and Developer's requests for assistance
and on July 30, 2019 at a public meeting authorized and approved issuance of this letter
evidencing the preliminary award of the HOME and/or LMIHAF loan and PBV Assistance
to the Developer for the Project under 24 CFR 92.504(c)(3) (together, "Anaheim
Assistance"). Anaheim has made JHC and Developer aware of the 2013 HOME Final
Rule, specifically including the amendments to the definition of"commitment" in 24 CFR
92.2 that prohibits the City as a participating jurisdiction ("PJ") from providing a
commitment (as the term is defined therein) of HOME Program funds to any specific
local project until "the [City] and project owner [Developer] have executed a written
legally binding agreement under which HOME assistance will be provided to the owner
for an identifiable project for which all necessary financing has been secured, a budget
and schedule have been established, and underwriting has been completed and under
which construction is scheduled to start within twelve months of the agreement date."
(Italics added.) Notwithstanding the definition of "commitment" in 24 CFR 92.2 as
amended by the 2013 HOME Final Rule, 24 CFR 92.504(c)(3) authorizes the City to
"preliminarily award HOME funds for a proposed project, contingent on conditions such
as obtaining other financing for the project" [italics added]; however, this section goes on
to clearly confirm that "[t]his preliminary award is not a commitment to a project. The
written agreement committing the HOME funds to the project must meet the
requirements of 'commit to a specific local project' in the definition of 'commitment' in
City Hall West §92.2 ..." Thus, while this letter is not a commitment as defined under the
201 S Anaheim Blvd,2nd Floor HOME Program of federal funds for Anaheim Assistance as the term commitment is
Anaheim, CA 92805 defined therein, Anaheim intends that this letter evidence the City's and Authority's
TEL(714)765-4320 preliminary award of the Anaheim Assistance to the Developer for the Project subject to
FAX(714)765-4331 the conditions described below. Further, Anaheim states its objective for the Developer
www.anaheim.net to satisfy the provisions of the TCAC Regulations, in particular Section 10326, albeit
there is no intention to violate HOME Program requirements, in particular 24 CFR 92.2.
Ms. Laura Archuleta
JHC-Acquisition LLC
Preliminary Award by City of Anaheim and Anaheim Housing Authority of HOME
Program Funds and/or Housing Asset Funds, Section 8 PBV Assistance for the 70-Unit
Econo Lodge Permanent Supportive Housing Project in Anaheim, California
July 30, 2019
Page 4 of 13
The amount of the HOME and/or LMIHAF Loan and Project Based Voucher ("PBV")
Assistance to be provided to the Project has been determined, and this letter is provided
and based on, Anaheim's review of the Developer's application for the HOME and/or
LMIHAF Loan and PBV Assistance and the development proforma and projected cash
flows for the Project submitted by the Developer to Anaheim as of April 18, 2019
("Proforma"), including the distribution of housing units ("Unit Mix") to which the PBV
Assistance will be applied as set forth in the Proforma. The Unit Mix is an important part
of the Developer's consideration to Anaheim because the Project is intended to serve a
target population Extremely Low Income persons who currently reside in motel rooms,
other unstable or substandard housing, or are otherwise homeless. The Authority
Executive Director has authority to approve revised development proformas and
projected cash flows for the Project; provided, however, that the Anaheim Assistance is
not materially increased or extended.
The AHA, which would include the infusion of HOME or LMIHAF Loan would include the
following terms as well as other provisions designated by the Authority which are
customary to agreements of the Authority providing for the development or rehabilitation
of affordable rental housing units and which involve the use of HOME or other federal
funding; such AHA will also be subject to review by the City Attorney and/or special
counsel engaged by the Authority:
• Covenants will be recorded which protect the interests of the Authority in the
affordable rental units developed; such covenants shall not be subordinated
to deeds of trust or other instruments and, in addition, shall be enforceable by
the City as well as the Authority. If a density bonus agreement is entered into,
the provisions of such density bonus agreement shall also be senior to any
deeds of trust or other instruments.
• A loan of approximately One Million Six Hundred Thousand and No/100ths
Dollars ($1,600,000.00) (the "Development Loan"). The Development Loan
anticipated to be sourced from one or both of the following sources of money:
(1) moneys transferred to the Authority by the City, as such funds have been
received by the City as a participating jurisdiction under the federal HOME
Investment Partnerships Act and the HOME Investment Partnerships
Program, in accordance with Title II of the Cranston-Gonzalez National
Affordable Housing Act (42 U.S.C. 12701 et seq.) and the HOME Program
regulations codified at 24 CFR Part 92, and provided there is and shall be no
"commitment" of funds to pay such purchase price until the requirements of
City Hall West Section 92.2 (described herein) are fully satisfied ("HOME Program") or (2)
201 S Anaheim Blvd,2nd Floor money held in the Authority's LMIHAF pursuant to the Dissolution Law, Health
Anaheim, CA 92805 and Safety Code Sections 34170, et seq., in particular sections 34176 and
TEL(714)765-4320 34176.1 ("LMIHAF Moneys"). The Development Loan will be a residual
FAX(714)765.4331
vAmanaheim.net receipts loan in no lower than third lien position and subordinate to the
Primary Loan and the MHSA Loan (as referenced herein) so long as the
Ms. Laura Archuleta
JHC-Acquisition LLC
Preliminary Award by City of Anaheim and Anaheim Housing Authority of HOME
Program Funds and/or Housing Asset Funds, Section 8 PBV Assistance for the 70-Unit
Econo Lodge Permanent Supportive Housing Project in Anaheim, California
July 30, 2019
Page 5 of 13
, amount of the MHSA Loan is as stated in page one of the Preliminary Award
Letter. It is anticipated that approximately One Million, Six Hundred
Thousand Dollars ($1,600,000.00)(the "Authority Amount") would consist of
LMIHAF Moneys and/or HOME Program funds; and
• Disbursement procedures for release of the loan proceeds;
• Principal amount shall bear three and No/100ths percent (3%) simple interest
per annum ; and
• Repayment from 85% of Residual Receipts (after payment of operating
expenses, debt service, any deferred developer fee, and partnership fees to be
described in the AHA); provided that Anaheim acknowledges the Developer is
also receiving MHSA funding from the County of Orange (through CaIHFA) and
will agree to split Residual Receipts during the term of repayment of the MHSA
loan. Residual receipts will be allocated among the public agencies providing
financial support for the project based upon the amount of funding provided by
each entity. It is anticipated that the value of the Authority's Section 8 PBV will
be included in the amount attributable to the Housing Authority as negotiated
between the County and the Authority; and
• Remaining principal and accrued interest due upon the 55th anniversary of the
Closing or earlier upon sale, refinancing or default.
• Construction of the Project must be competitively bid in accordance with
applicable federal, state and local laws and regulations, in particular the HUD
requirements;
• This a federally-funded Project and is therefore subject to all federal and state
labor laws, including without limitation federal Davis Bacon and related prevailing
wage, labor, contracting and contractor requirements. Additionally, the Project is
also a "public works project" and is subject to all state and local laws and
regulations for public works, including without limitation California Labor Code
Section 1720, et seq.
• Cost savings from the Project, if any, will be applied first to pay down the
HOME/LMIHAF Loan, subject to compliance with the TCAC Regulations.
City Hall West • If JHC or the Developer applies for and receives 4% Tax Credits from TCAC,
201 S Anaheim Blvd,2nd Floor the Development Loan, if any, to be provided as part of the Anaheim
Anaheim, CA 92805 Assistance described above would be in an amount to be determined upon
TEL(714)765-4320 the approval of JHC's 4% Tax Credit applications. Any increase in the amount
FAX(714)765.4331 of the Anaheim Assistance described herein will require approval by the City
www.anaheim.net Council and the Authority Board; provided that no increase in the Anaheim
Assistance is contemplated.
Ms. Laura Archuleta
JHC-Acquisition LLC
Preliminary Award by City of Anaheim and Anaheim Housing Authority of HOME
Program Funds and/or Housing Asset Funds, Section 8 PBV Assistance for the 70-Unit
Econo Lodge Permanent Supportive Housing Project in Anaheim, California
July 30, 2019
Page 6 of 13
• JHC and the Developer shall continue to apply for other funding sources; such
additional funding sources, including the conditions related to the provision of
such other funding, shall be subject to prior written approval by the Authority. If
other funding is secured the Authority loan shall be reduced on a dollar for dollar
basis.
The City's obligation to provide the HOME Loan and additional subsidies to the Project
and the Authority's obligation to provide PBV Assistance to the Project are subject to
each of the following conditions:
1. Approval by the Governing Board of the Authority of an AHA by and between the
Authority and Developer that more specifically describes and authorizes the
disbursement of the HOME Loan proceeds to the Developer for construction of
specified housing units at the Project and the application and use of PBV
Assistance for the Project, the restriction of the rents at 69 out of the 70 housing
units at the Project to levels that are affordable at 30% of the Area Median Income
("AMI") for a minimum of 55 years, and execution of said AHA contract in a form
approved by the City Attorney/Authority General Counsel. The City's HOME
Program funds for the HOME Loan will be transferred to the Authority pursuant
to a cooperation agreement to be entered into between these entities pursuant
to the Home Program.
2. The JHC entity that is the "developer" party under the AHA with Anaheim shall
be certified by the City as a qualified Community Housing Development
Organization ("CHDO") for development and sponsorship of the Project in
compliance with the HOME Program and Final Rule, and a certified CHDO entity
shall develop, own and operate the Project under the AHA with Anaheim for the
twenty (20)-year term required by the HOME Program.
3. Compliance with the HOME Program, the Section 8 Program, and applicable
federal regulations set forth in 24 CFR Part 92 (as amended by the 2013 HOME
Final Rule) and 24 CFR Part 983.
4. Compliance with and completion of environmental review of the Project pursuant
to the California Environmental Quality Act ("CEQA") and the
National Environmental Protection Act ("NEPA") and approval thereof(the NEPA
clearance for the Project is currently under review by HUD).
5. Determination of federal Department of Housing and Urban Development
City Hall West ("HUD") "fair market rent" for purposes of implementing the PBV Assistance to
201 S Anaheim Blvd,2nd Floor the Project will be based and contingent upon approval of an independent
Anaheim, CA 92805 appraisal.
TEL(714)765-4320
FAX(714)7654331 6. Receipt of Subsidy Layering Review approval from the Tax Credit Allocation
www.anaheim.net
Committee ("TCAC"). (Pursuant to July 2010 HUD Notice, TCAC may, and is
now, performing Subsidy Layering Review for and on behalf of HUD.)
Ms. Laura Archuleta
JHC-Acquisition LLC
Preliminary Award by City of Anaheim and Anaheim Housing Authority of HOME
Program Funds and/or Housing Asset Funds, Section 8 PBV Assistance for the 70-Unit
Econo Lodge Permanent Supportive Housing Project in Anaheim, California
July 30, 2019
Page 7 of 13
7. Sixty-nine (69) of the Seventy (70) "Housing Units" at the Project shall and will
be restricted to "Affordable Rent" as defined by the TCAC Regulations for a
period not less than 55 years pursuant to conditions, covenants and restrictions
recorded against the Project in the Official Records, County of Orange,
California. One (1) Housing Unit will be rented to an on-site property manager;
the manager's unit shall not be required to be rent-restricted.
8. A unit matrix of all units in the Project of sixty-nine (69) units is attached hereto
and fully incorporated by this reference as Exhibit A.
9. Sixty-nine (69) of the seventy (70) housing units shall be covenanted as
designated HOME Program units with affordable rent charged to the tenant
household. No less than twenty one (11) units must be restricted at the low
HOME rent and fifty-eight (58) units at the high HOME rent under the HOME
Program. Further, all housing units at the Project, except for the HOME units
which shall be subject to a twenty (20) year restriction, shall be restricted as set
forth herein and in the AHA for a minimum of fifty-five (55) years pursuant to a
regulatory agreement with conditions, covenants and restrictions restricting the
Developer's and successors' use, ownership, operation, management,
maintenance, transfer and financing of the Project, and such fifty-five (55)-year
regulatory agreement shall be recorded against the Project and Site in the Official
Records, County of Orange, California.
10. No units within the Project shall be restricted on the basis of age.
11. Execution of the AHA shall be in a form to be reviewed and approved by
Anaheim's City Attorney and/or special counsel.
12. The HOME Program funds for the Anaheim Loan will be transferred by the City
to the Authority pursuant to a cooperation agreement to be considered and action
taken by and between the City and Authority pursuant to the HOME Program.
13. If HOME Program moneys are used to make any portion of the Anaheim Loan,
JHC and the Developer shall comply with the HOME Program and applicable
federal regulations set forth in 24 CFR Part 92 (as amended by the 2013 HOME
Final Rule) and 24 CFR Part 983.
14. If LMIHAF Moneys are used to make the Anaheim Loan, JHC and the Developer
shall comply with all applicable requirements of the California Community
City Hall West Redevelopment Law, Health and Safety Code Section 33000, et seq., and the
201 S Anaheim Blvd,2nd Floor Dissolution Act, Health and Safety Code Section 34170, et seq., in particular
Anaheim, CA 92805 Sections 34176 and 34176.1.
TEL(714)765-4320
FAX(714)765-4331 15. JHC and the Developer shall comply with the HAL and any and all other
wv✓vr.anaheim.net applicable federal, state and local laws and regulations.
•
Ms. Laura Archuleta
JHC-Acquisition LLC
Preliminary Award by City of Anaheim and Anaheim Housing Authority of HOME
Program Funds and/or Housing Asset Funds, Section 8 PBV Assistance for the 70-Unit
Econo Lodge Permanent Supportive Housing Project in Anaheim, California
July 30, 2019
Page 8 of 13
16. All Housing Units at the Project must pass Housing Quality Standard (or other
standards as applicable) inspections at the completion of construction, as
required by applicable HUD regulations, specifically including the
HOME Program regulations as amended by the 2013 HOME Final Rule.
17. Execution of an Agreement to Enter into a Housing Assistance Payment Contract
("AHAP") with respect to the provision of PBV Assistance to the Project for the
49 Housing Units to receive PBV Assistance.
18. Execution of a Housing Assistance Payment Contract ("HAP Contract") with
respect to the provision of PBV Assistance to the Project pursuant to the
requirements of the AHAP.
19. This a federally-funded Project and is therefore subject to all federal and state
labor laws, including without limitation federal Davis Bacon and related prevailing
wage, labor, contracting and contractor requirements. Additionally, the Project is
also a "public works project" and is subject to all state and local laws and
regulations for public works, including without limitation California Labor Code
Section 1720, et seq.
20. JHC shall comply with and complete environmental review of the Project
pursuant to all applicable federal and state laws and regulations, including the
California Environmental Quality Act ("CEQA") and the National Environmental
Protection Act ("NEPA") and approval thereof, as applicable.
21 . Receipt of Subsidy Layering Review approval from TCAC. (Pursuant to July 2010
HUD Notice, TCAC may, and is now, performing Subsidy Layering Review for
and on behalf of HUD.)
22. Determination of the HUD "fair market rent" for purposes of implementing the
PBVs for the Project will be based and contingent upon approval of an
independent appraisal.
23. If HOME Program funds are used to provide the Anaheim Assistance, for the
twenty (20)-year term required by the HOME Program or CHDO-sponsored
projects, all housing units at the Project must pass HOME Program construction,
occupancy, and physical condition requirements as well as federal
Housing Quality Standards annual inspections, (and other standards, as
applicable) at the completion of construction and thereafter, as required by
City Hall West HOME Program regulations as amended by the 2013 HOME Final Rule, and
201 S Anaheim Blvd,2nd Floor meet federal program limitations and other applicable federal, state and local
Anaheim, CA 92805 laws and regulations as to be set forth in the AHA.
TEL(714)765-4320
FAX(714)765-4331 24. In connection with the development of the Project and subject to compliance with
www.anaheim.net the TCAC Regulations, the Developer will be entitled to a developer fee in the
Ms. Laura Archuleta
JHC-Acquisition LLC
Preliminary Award by City of Anaheim and Anaheim Housing Authority of HOME
Program Funds and/or Housing Asset Funds, Section 8 PBV Assistance for the 70-Unit
Econo Lodge Permanent Supportive Housing Project in Anaheim, California
July 30, 2019
Page 9 of 13
amount not to exceed Two Million ($2,000,000.00); receipt of a portion of the
developer fee will be deferred.
25. As and if applicable, the Developer will comply with the federal Davis-Bacon Act
and California Labor Code Section 1720, et seq., relating to prevailing wages
("Prevailing Wage Laws"); in this regard, the Authority and the Developer
understand that such laws and regulations include exemptions that may apply to
the Project, but under the AHA the Developer will assume responsibility for and
indemnify the Authority (and the City) relating to the Prevailing Wage Laws as
such may be applicable to the Project.
26. The Anaheim Loan proceeds will be disbursed during construction at such time
as all funding sources are committed and available for disbursement other than
the MHSA Loan which is a permanent loan, and subject to such terms and
conditions precedent as are customary for AHA's entered into by the Authority.
27. The AHA shall provide that the Closing and each of the following conditions
precedent shall be met prior to the disbursement of any portion of the
Development Loan as well as such additional and other conditions as are
customarily included by Authority in its affordable housing agreements:
28. All grading permits shall have been issued, or be ready to issue, and the City
shall have issued a letter stating that building permits are ready to issue, subject
only to the completion of grading of the Site for the Project.
29. The Developer shall have secured all necessary institutional financing and
funding for the Primary Loan to undertake and complete construction and
thereafter operation of the Project. Such financing and funding shall be sufficient
to pay all development costs of the Project, through lease-up, as set forth in a
final budget(to be defined in the AHA)and consistent with the approved proforma
(or as otherwise approved by Anaheim).
30. The Developer shall have provided evidence to Anaheim that the Developer has
obtained insurance policies, certificates, and additional insured or other
endorsements therefor acceptable to Anaheim, as described in the AHA.
31. The Developer shall have provided construction security in favor of Anaheim,
which may include a completion guarantee from JHC and/or a letter of credit,
and/or payment and performance bonds from the general contractor and
City Hall West subcontractors for the Project (or some combination of any or all of the above),
201 SAnaheim Blvd,2nd Floor in an amount sufficient to ensure the Project will be completed, all invoices paid,
Anaheim, CA 92805 and all workers paid in conformity with applicable federal and state labor laws,
TEL(714)765.4320 and otherwise in compliance with applicable federal and state laws, and placed
FM(714)7654331 in service within the time set forth in the schedule for the Project as approved by
www.anaheim.net
Anaheim.
Ms. Laura Archuleta
JHC-Acquisition LLC
Preliminary Award by City of Anaheim and Anaheim Housing Authority of HOME
Program Funds and/or Housing Asset Funds, Section 8 PBV Assistance for the 70-Unit
Econo Lodge Permanent Supportive Housing Project in Anaheim, California
July 30, 2019
Page 10 of 13
32. The Developer shall submit and obtain approval of the Authority for (i) the
construction contract with its general contractor and the subcontracts therefor,
(ii) the limited partnership agreement for the limited partnership entity to be
formed to own and operate the Project, (iii) management, scope and funding for
all required supportive services, and (iv) the marketing and tenant selection plans
for the Project.
33. The AHA shall provide that each of the following conditions precedent shall be
met prior to the release of the PBVs:
34. A final certificate of occupancy for completion of the Project shall have been
issued by the City's building official.
35. The final HAP contract has been duly entered into between the Authority and the
Developer pursuant to the Section 8 Laws and all other applicable federal, state
and local laws and regulations.
36. The Developer shall have maintained and have on file with Anaheim up-to-date
insurance policies and certificates or endorsements therefor acceptable to
Anaheim, as described in the AHA.
37. The Developer shall have prepared, and the Authority shall have approved, a
detailed Social and Supportive Services Plan ("Social Services Plan"), which
shall describe the social and supportive services to be provided at the Project,
and a detailed budget for the social and supportive services described in the
Social Services Plan. The Social Services Plan shall further describe the goals
and objectives of the social and supportive services to be provided at the Project.
The approved Social Services Plan shall be made a part of the HAP contract and
contingent on final HAP approval for the PBVs. The Social Services Plan shall
include a robust level of social services offered at the Project and suitable for the
residents' needs and provided by professionally trained staff. Services must
include an assessment of clients' needs, link to services and verification of
services obtained. The Social Services Plan must also provide clear outcome
measurements related to services provided and must clearly identify if services
will be provided by the Developer or by third party entity(ies). For services to be
provided by the Developer, the Social Services Plan shall clearly identify the
budget and resources available for the services. For services to be provided by
third party entity(ies), the Social Services Plan must include copies of the
agreements or memoranda of understanding that govern provision of the
City Hall West services. The Plan shall include strong programming that engages future tenants
201 SAnaheimBlvd,2ndFloor on a daily basis, and that will have a positive social impact on the residents as it
Anaheim. CA 92805 relates to mental wellness and social integration,. The fully programmed kitchen
TEL(714)765-4320 (to include stove, oven, refrigerator, microwave, dishwasher) must be well suited
FAX(714)765-4331 for strong programming. The Social services plan shall address how the
www.anaheim.net
proposed programming will support the small unit size concerns and dealing with
socialization.
Ms. Laura Archuleta
JHC-Acquisition LLC
Preliminary Award by City of Anaheim and Anaheim Housing Authority of HOME
Program Funds and/or Housing Asset Funds, Section 8 PBV Assistance for the 70-Unit
Econo Lodge Permanent Supportive Housing Project in Anaheim, California
July 30, 2019
Page 11 of 13
38. Anaheim's preliminary award of the Anaheim Assistance is and shall remain
subject to all covenants, conditions, and restrictions set forth in the AHA, and in
particular Anaheim's analysis of all the available funding sources and
development and operating costs of the Project and the overall economic
feasibility of the Project, including without limitation all funding sources and terms
therefor including the supportable debt (construction and permanent financing),
market value of Tax Credits and tax credit investor equity, deferred developer
fee, if any, and other subordinate debt, if any.
39. By consideration and action to approve this Preliminary Award Letter, Anaheim
hereby authorizes the Executive Director to sign this Preliminary Award Letter on
behalf of Anaheim (both the City and the Authority). Further the Executive
Director is authorized to cause to be prepared and executed the AHA, including
the AHAP and HAP contracts for the PBVs, in implementation of this Preliminary
Award Letter so long as the terms and provisions of the AHA and each and all
implementing agreements and instruments therefor are substantially consistent,
financially and legally, with this Preliminary Award Letter.
40. Further, the Executive Director (or his/her duly authorized representative) is
authorized to implement the AHA and take all further actions and execute all
documents referenced therein and/or necessary and appropriate to carry out the
transaction contemplated by this Preliminary Award Letter, and thereafter the
AHA including all exhibits, instruments and implementing agreements thereto.
To the extent necessary during the implementation hereof and thereof, the
Executive Director is authorized to make technical or minor changes and
interpretations of this Preliminary Award Letter and the AHA, as necessary to
properly implement and carry out the Project provided any and all such changes
shall not in any manner substantially affect Anaheim's rights and obligations
under this Preliminary Award Letter and the AHA.
41. In addition, the Executive Director is authorized, on behalf of both the City and
the Authority, to sign all other documents necessary or appropriate to carry out
and implement this Preliminary Award Letter, the AHA and the Project, including
all exhibits thereto and including causing the issuance of warrants in
implementation thereto, and to administer Anaheim's obligations, responsibilities
and duties to be performed thereunder so long as substantially consistent with
this Preliminary Award Letter and the AHA. Any and all substantial changes to
this Preliminary Award Letter or to the terms and provisions of the AHA and
implementing agreements and instruments thereto shall require the
City Hall West consideration and action of the City Council and/or the Authority Board, as
201 S Anaheim Blvd,2nd Floor applicable.
Anaheim, CA 92805
TEL(714)765.4320 42. The AHA shall provide that each of the following conditions precedent shall be
FAX(714)76513331 metrior to the disbursement of anyportion of the HOME Loan and prior to
www.anaheim.net p
execution of the AHAP:
Ms. Laura Archuleta
JHC-Acquisition LLC
Preliminary Award by City of Anaheim and Anaheim Housing Authority of HOME
Program Funds and/or Housing Asset Funds, Section 8 PBV Assistance for the 70-Unit
Econo Lodge Permanent Supportive Housing Project in Anaheim, California
July 30, 2019
Page 12 of 13
43. All grading permits shall have been issued and the City shall have issued a letter
stating that building permits are ready to issue, subject only to payment of fees
and the completion of grading of the Project site.
44. Developer shall have secured all necessary financing and funding for the
construction and operation of the Project. Such financing and funding shall be
sufficient to pay all Project development costs, through lease-up, as set forth in
a final budget consistent with the approved Proforma (or as otherwise approved
by Anaheim).
45. Developer shall have provided evidence to Anaheim that Developer has obtained
insurance policies and certificates or endorsements therefor acceptable to
Anaheim, as described in the AHA.
46. Developer shall have provided construction security in favor of Anaheim, which
may include a completion guarantee from Jamboree Housing Corporation and/or
a letter of credit and/or performance bonds from the general contractor for the
Project (or some combination of these), in an amount sufficient to ensure the
Project will be completed and placed in service within the time set forth in the
Project schedule approved by Anaheim.
47. Developer shall submit and obtain Authority approval of the construction contract,
Developer's limited partnership agreement for the limited partnership entity to be
formed to own and operate the Project, and management, marketing and tenant
selection plans for the Project.
48. The City's obligation to provide the HOME Loan and additional local subsidies
and the Authority's obligation to provide PBV Assistance to the Project are and
shall remain subject to all covenants, conditions, and restrictions set forth in the
AHA, and in particular Authority's analysis of the available funding sources and
development and operating costs of the Project and the overall economic
feasibility of the Project.
49. In addition to the foregoing, notwithstanding any statement set forth in this letter
or provisions of the AHA, Developer, City and Authority agree and acknowledge
that the AHA will not constitute a commitment of federal funds, and that such
commitment of funds may occur only upon satisfactory completion of
environmental review and receipt by Authority and/or City, as applicable, of a
release of funds from the U.S. Department of Housing and Urban Development
City Hall West under 24 CFR Part 58. Developer and Authority will further agree in the AHA that
201 SAnaheim Btvd,2nd Floor the provision of any federal funds to the Project is and shall be conditioned on
Anaheim, CA 92805 Anaheim's determination to proceed with, modify or cancel the Anaheim
TEL(714)765-4320 Assistance based on the results of a subsequent NEPA environmental review
FAX(714)765-4331 and the outcome of the Subsidy Layering Review.
www.anaheimmet
Ms. Laura Archuleta
JHC-Acquisition LLC
Preliminary Award by City of Anaheim and Anaheim Housing Authority of HOME
Program Funds and/or Housing Asset Funds, Section 8 PBV Assistance for the 70-Unit
Econo Lodge Permanent Supportive Housing Project in Anaheim, California
July 30, 2019
Page 13 of 13
50. Developer and Authority are further prohibited from undertaking or committing
any federal funds to physical or choice-limiting actions, including property
acquisition, demolition, movement, rehabilitation, conversion, repair or
construction prior to the environmental clearance; Developer and Authority
understand that the violation of this provision may result in the denial of any
federal funds under the AHA.
51. Should you have any questions or require additional information, please contact
Grace Stepter, Deputy Director, at (714) 765-4315 or by email at
(gstepter@anaheim.net).
Sincerely,
John E. Woodhead IV,
Housing Authority Executive Director
cc: Grace Stepter, Deputy Director
Andy Nogal, Community Investment Manager
City Hall West
201 S Anaheim Blvd,2nd Floor
Anaheim, CA 92805
TEL(714)765-4320
FAX(714)765-4331
vnwi.anaheim.net
EXHIBIT A
ECONO LODGE APARTMENTS PROJECT
AFFORDABLE HOUSING UNITS
MATRIX OF UNIT-MIX BY INCOME AND BEDROOM SIZE
Bedroom Quantity AMI
Studio 69 30%
1-Bedroom (Manager's Unit) 1 Market Rate
I
SECRETARY'S CERTIFICATE
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.
CITY OF ANAHEIM
I, THERESA BASS, Secretary of the Anaheim Housing Authority, do hereby certify that the foregoing
is the original Resolution No. AHA 2019-004 adopted at a regular meeting provided by law, of the
Anaheim Housing Authority held on the 30th day of July, 2019, by the following vote of the members
thereof:
AYES: Chairman Sidhu and Authority Members Kring, Barnes, Brandman, Moreno, Faessel,
and O'Neil
NOES: None
ABSTAIN: None
ABSENT: None
IN WITNESS WHEREOF, I have hereunto set my hand this 30th day of July, 2019.
SECRETARY OF THE ANAHEIM HOUSING AUTHORITY
(SEAL)