HomeMy WebLinkAboutRDA 2 2002-03 ANNL RPT 12-01-03AGENDA REPORT
MEETING DATE:
TO:
FROM:
SUBJECT:
DECEMBER 1,2003
WILLIAM A. HUSTON, EXECUTIVE DIRECTOR
REDEVELOPMENT AGENCY STAFF
2002-2003 ANNUAL REPORT
Agenda Item
Reviewed:
City Manager
Finance Director
SUMMARY
Redevelopment Law requires that the Redevelopment Agency submit to the legislative
body an annual report of housing activity for the preceding fiscal year.
RECOMMENDATION
It is recommended the Community Redevelopment Agency take the following actions:
1. Receive and File an annual report of housing activity for 2002-2003.
2. Direct that a copy of an annual report of housing activity for 2002-2003 and all
reporting documents and forms be filed with the State Controller and State
Department of Housing and Community Development.
FISCAL IMPACT
There is no fiscal impact associated with this action.
BACKGROUND/DISCUSSION
California Health and Safety Code Section 33080.1 requires the preparation and filing of
an annual report of housing activity by a redevelopment agency with its legislative body.
A copy of this report must be filed with the State Controller and also with the State
Department of Housing and Community Development.
The annual report must contain the following information:
1. An independent financial audit of the previous fiscal year. The audit must include
an opinion of the Agency's compliance with laws, regulations and administrative
requirements governing activities of the Agency.
2. A fiscal statement containing the following information:
a. The amount of outstanding indebtedness of the Agency.
b. The amount of tax increment property tax revenue generated.
Redevelopment Agency Report
Annual Report for 2002-2003
December 1,2003
Page 2
o
The amount of tax increment revenues paid to taxing agencies pursuant to
Section 33401.
The required Annual Report of Financial Transactions to the State
Controller's Office.
Any other fiscal information the Agency believes is useful.
A description of the Agency's activities affecting housing and displacement
containing the following information:
The total number of households displaced or moved from their dwelling
units as part of a redevelopment project during 2002-2003.
bo
An estimate of the total number of households that will be displaced during
2003-2004.
Co
The total number of dwelling units assisted housing persons and families
of Iow-to moderate income as a part of a redevelopment project.
The total number of Agency assisted dwelling units constructed,
substantially rehabilitated, acquired or subsidized during 2002-2003 for
occupancy at affordable cost by persons and families of Iow to moderate
income.
eo
The status and use of the Low to Moderate Income Housing Fund, created
pursuant to Section 33334.3.
Any other information the Agency believes useful to explain its housing
program.
Any excess surplus funds which have accumulated in the Low to
Moderate Income Housing Funds. Excess surplus funds are defined as
any unexpended or unencumbered amount in the Housing Fund that
exceeds the greater of $1,000,000 or the aggregate amount deposited in
the fund in the preceding four (4) fiscal years. Monies are deemed
encumbered if committed by a legally enforceable contract or agreement.
Any other information the Agency believes is useful to explain its housing
program.
Redevelopment Agency Report
Annual Report ~r2002-2003
December1,2003
Page 3
ANALYSIS
The following responds to specific information required by the State.
1. Independent Financial Audit and Compliance Audit:
A copy of the independent financial audit and compliance audit for 2000-2001 is
attached.
2. Fiscal statement:
a. The amount of outstanding indebtedness of the Redevelopment Agency,
as of June 30, 2003, was reported to be $24,662,424.
b. The amount of tax increment property tax revenue received by the
Redevelopment Agency in 2002-2003 was $5,420,262
c. The amount of tax increment paid to taxing agencies pursuant to Section
33401 was $0.
d. The required annual report of financial transactions to the State Controller
will be submitted with a~l fina~ reporting documentation and forms.
3. There is no other fiscal information, which the Agency believes to be useful at the
present time.
4. Activities Affecting Housing and Displacement:
a. The total number of households displaced or moved as part of the Town
Center and South Central Redevelopment projects during 2002-2003 was
0.
b. The total number of households estimated to be displaced as part of the
Town Center or South Central project areas in 2003-2004 is 21.
c. The total number of Iow to moderate-income dwelling units demolished or
removed from the housing stock in 2002-2003 was 0.
d. The total number of Agency assisted dwelling units which were
constructed, rehabilitated, acquired or subsidized in 2002-2003 for
occupancy at affordable cost by persons and families of Iow to moderate
income was 54 (Heritage Place Tustin).
Redevelopment Agency Report
Annual Report for 2002-2003
December 1, 2003
Page 4
For 2002-2003 the Redevelopment Agency entered a Disposition and
Development Agreement with Kenyon Drive Limited, a qualified Owner
Participant in the Kenyon Drive Neighborhood, regarding the acquisition
and substantial rehabilitation of 112 units in the area. This project will be
undertaken in furtherance of the Planning Study for Housing Opportunities
in the South Central Project Area, the City-wide Comprehensive
Affordable Housing Strategy and the Second Five-Year Housing
Implementation Plan completed during the 1999-2000 reporting period. In
addition, the Agency will be continuing with ongoing programs to provide
additional opportunities for affordable housing. These programs include
the Mortgage Credit Certificate Program and rehabilitation of dwelling
units through the Housing Rehabilitation Program.
As of June 30, 2003, the accrued balance in the Agency's Iow to
moderate-income housing set-aside fund for the South Central Project
Area was $5,414,028.
As of June 30, 2003, the accrued balance in the Agency's Iow to
moderate-income housing set-aside fund for the Town Center Project
Area was $4,119,143.
As of July 1, 2002, there is an excess surplus in the amount of $304,884
in the Housing Fund for the combined Project Areas. This excess surplus
has been encumbered fully during the FY 02-03 reporting period.
Agency staff will be available to respond to any questions at the Agency's meeting of
December 1, 2003. As a result of the Redevelopment Agency's action, all final
reporting documentation and forms will be filed with the State Controller and State
Department of Housing and Community Development prior to December 31, 2003.
Christine A. Shingleton //')
Assistant City Manager ~
Redevelopment Program Manager
Attachments:
June 30, 2003 Independent Financial Audit and Compliance Audit
HCD REPORT OF REDEVELOPMENT AGENCY HOUSING ACTIVITY FOR
FY ENDING: JUNE / 30 / 2003
Agency Nanle and Address: County of Jurisdiction:
TUSTIN COMMUNITY REDEVELOPMENT AGENCY
300 CENTENNIAL WAY
TUSTIN, CA 92780
Health & Safety Code Section 33080.1 requires agencies to annually report on their Low & Moderate income Housing Fund and housing
activities for the Department of Housing and Community Development (HCD) to annually report on agencies' activities in accordance
with Section 33080.6. Section 33080.3 specifies agencies must send this form, HCD Schedules, and an Audit report to the State
Controller
Please answer each question below. Your answers determine which HCD SCHEDULES must be completed in order for the agency to
fulfill the statutory requirement to report LMIHF housing activity and fund balances for the reporting period.
1. Check one of the items below to identify the Agency's status at the end of the reporting period:
[] New (Agency formation occurred during reporting year. No financial transactions were completed).
[] Active (Financial and/or housing transactions occurred during the reporting year)
[] Inactive (No financial and/or housing transactions occurred during the reporting year). ONLY COMPLETE ITEM 7
[] Dismantled (Agency adopted an ordinance to dissolve itself). ONLY COMPLETE ITEM 7
2. How many adopted project areas did the agency have during the reporting period?
How many project areas were merged during the reporting period?
If the agency has one or more adooted oroiect areas, complete SCHEDULE HCD-A for each proiect area,
If the agency has no adopted project areas. DO NOT complete SCHEDULE HCD-A.
3. Within an area outside of any adopted redevelopment project area(s): (a) did the agency destroy or remove any dwelling units
or displace any households over the reporting period, (b) does the agency intend to displace any households over the next reporting
period, (c) did the agency permit the sale of any owner-occupied unit prior to the expiration of land use controls over the reporting
period, and/or (d) did the agency execute a contract or agreement for the construction of any affordable units over the next two years?
[] Yes (any question). Complete SCHEDULE HCD-B.
[] No (all questions). DO NOT complete SCHEDULE HCD-B.
4. Did the agency have any funds in the Low & Moderate Income Housing Fund during the reporting period?
[] Yes. Complete SCHEDULE HCD-C.
[] No. DO NOT complete SCHEDULE HCD-C.
5. During the reporting period, were housing units completed within a project area and/or assisted bv the aeencv outside a proiect area?
[] Yes. C~mp~eteal~app~icab~eHCDSCHEDULESD~.D7f~reachh~usin~pr~~ectc~mp~etedandHCDSCHEDULEE.
[] No. DO NOT complete HCD SCHEDULES D1-D7 or HCD SCHEDULE E.
6. Indicate whether HCD financial and homing activity information has been reported using method A and/or B checked below:
[] A. Forms. All required HCD SCHEDULES A, B, C, D1-D7, and E are attached.
[] B. On-tine (http://www. hcd. ca.gov/rda/) "Lock Report" date: . HCD SCHEDULES not required.
(/ock date is shown under "Admin" Area and "Report Change History ")
7. To the best of my knowledge, the representations made above and all HCD information reported are correct.
Date
Signature of Authorized Agency Representative Signature of Authorized Agency Representative
REDEVELOPMENT PROGRAM MANAGER FINANCE DIRECTOt{
Title Title
(714) 573-3121 (714) 573-3061
Telephone Number Telephone Number
IF NOT REOUIRED TO REPORT, SUBMIT ONLY THIS PAGE.
IF REOUIRED TO REPORT~ SUBMIT THIS PAGE AND:
APPLICABLE HCD FORMS (SCHEDULES A-E) and/or PROOF OF ELECTRONIC REPORTING
SUBMIT THIS AND ALL OTHER FORMS WITH A COPY OF THE AUDIT REPORT TO THE STATE CONTROLLER:
Division of Accounting and Reporting
Local Government Reporting Section
P.O. Box 942850, Sacramento, CA 94250
Redevelopment Agency Annual Report - Fiscal Year 2002-2003
Cover (7/I//03)
HCD-Cover
Page I of 1
SCHEDULE HCD-A
Inside Project Area Activity
forFiscal Year that Ended 6 / 30 / 03
Agency Name: TUSTIN CRA
JIM DRAUGHON
Preparer's Name, Title: REDEV. PROGRAM MGR.
Preparer's Telephone No: (714) 573-3121
Project Area Name: TOWN CENTER
Preparer's E-Mail Address: JDRAUGHON@TUSTINCA. ORG
Preparer's Facsimile No: (714) 573-3113
GENERAL INFORMATION
Project Area Information
a. 1. Year 1 st plan for project area was adopted: 19 7 6
2. Yearthatplanwaslastamended(ifapplicable): 1004
3. Was plan amended after 2001 to extend time limits per Senate Bill 211 (Chapter 741, Statutes of 2001)? Yes
4. Currentexpimtionofplan: 11 / 22 / 2016
mo day yr
No X
b. If project area name has changed, give previous name(s) or number: N/A
Year(s) of any mergers of the project area: N/A,
Identify former project areas that merged: N/A
Year(s) project area plan was amended involving real property that either:
(1) Added property to plan: N/A .....
(2) Removed property from plan: N/A ........
Affordable Housing Replacement and/or Inclusionary or Production Requirements (Section 33413).
Pre- 1976 project areas not subsequently amended after 1975: Pursuant to Section 33413(d), only Section 33413(a) replacement
requirements apply to dwelling units destroyed or removed after 1995. The Agency can choose to apply all or part of Section
33413 to a project area plan adopted before 1976. If the agency has elected to apply all or part of Section 33413, provide the
date of the resolution and the applicable Section 33413 requirements addressed in the scope of the resolution.
Date: /__/__ Resolution Scope (applicable Section 33413 requirements):_
mo day yr
Post-1975 project areas and geographic areas added by amendment after 1975 to pre-1976 proiect are, as: Both replacement and
inclusionary or production requirements of Section 334t 3 apply.
NOTE:
Amounts to report on HCD-A lines 3a(1), 3b-3f, and 3i. can be taken from what is reported to the State Controller's
Office (SCO) on the Statement of Income and Expenditures as part of the Redevelopment Agency's Financial
Transactions Report, except for the reclassifying of Transfers-In from Internal Funds and the reporting of Other
Sources as discussed below:
Transfers-In from other internal funds: Report the amount of transferred funds on applieable HCD-A,
lines 3a-j. For example, report the amount transferred from the Debt Service Fund to the Housing Fund
for the deposit of the required set-aside percentage/amount by reporting gross tax increment on HCD-A,
Line 3a(1) and report the Rousing Fund's share of expenditures for debt service on HCD-C, Line 4c. D._qo
not report "net" funds transferred from the Debt Service Fund on HCD-A~ Line 3a(3'} when reporting debt
service expenditures on HCD-C. Line 4c.
Other Sources: Non-GAAP (Generally Acceptable --Accounting Principles) revenues such as from land sales for
those agencies using thc Land Held for Resale method to record land sales should be reported on HCD-A Line
3d. Housing fund receipts for thc repayment of loan principal should be included on HCD-A Line 3h.
California Redevelopment Agencies - Fiscal Y ear 2002 2003 HCD-A
Sch A (7/I/03) Page I of 6
Agency Name: TUSTIN CRA
Project Area Housing Fund Revenues and Other Sources
3.
Project Area Name: TOWN CENTER
Report all revenues and other sources of funds from this project area which accrued to the Housing Fund over the reporting
year. Any income related to agency-assisted housing located outside the project area(s) should be reported as "Other
Revenue" on Line 3j. (of this Schedule A), if this oroiect area is named as beneficiary in the authorizing resolution Any
other revenue sources not reported on lines 3a.-3i., should also be reported on Line 3j.
Enter on Line 3a(I) the full 100% of moss Tax Increment allocated prior to applicable pass through of funds and deductions
for fees (refer to Sections 33401, 33446, & 33676). Compute the required minimum percentage (%) of gross Tax Increment
and enter the amount on Line 3a(2)(A) or 3a(2)(B). Next, report the amount of Tax increment set-aside before any
exemption and/or deferral (if amount set-aside is Jess than required minimum (%), explain the difference). If any amount of
Tax Increment was exempted or deferred, in addition to completing lines 3a(4) and/or 3a(5), complete Line 4 and/or Line 5.
To determine the amount of Tax Increment deposited to the Housing Fund [Line 3a(6)], subtract allowable amounts
exempted [Line 3a(4)] or deferred [Line 3a(5)] from the actual amount allocated to the Housing Fund [Line 3a(3)].
a. Tax Increment:
(1) 100% of Gross Allocation: $ 2,949,835
(2) Calculate only 1 set-aside amount: either (A) or (B) below:
(A) 20% required by 33334.2 (Line 3a(1) x 20%): $ 589,96 7
(B) 30% required by 33333.10(g) (Line 3a(1) x 30%): $
(Senate Bill 211, Chapter 741, Statutes of 2001)
(3) Amount of set-aside (Line 3a(2)) allocated to Housing Fund $ 5 8 9,9 6 7 *
· If, pursuant to Section 33334.3(0, less than the minimum % of Gross Tax
Increment (see 3a(2) above) is being allocated from this project area, identify
the project area(s) conlributing the difference. Explain any other reason(s):
(4) Amount Exempted [Health & Safety Code Section 33334.2]
(if there is an amount exempted, also complete question #4, next page):
(5) Amount Deferred [Health & Safety Code Section 33334.6]
(if there is an amount deferred, also complete question #5, next page):
(6) Total deposit to the Housing Fund [result of Line 3a(3) through 3a(5)]:
b. Interest Income:
c. Rental/Lease income (combine amounts separately reported to the SCO):
d. Sale of Real Estate:
e. Grants (combine amounts separately reported to the SCO): .
f. Bond Administrative Fees:
g. Deferral Repayments (also complete Line 5e(2) on the next page):
h. Loan Repayments:
i. Debt Proceeds:
j. Other Revenue(s) [Explain and identify amount(s)]:
UNREALIZED GAIN/LOSS ON INVESTMENTS
AND ERAF REFUNDING
$
-1 ~ 969
$
k. Total Project Area Receipts Deposited to Housing Fund (add lines 3a(6). through 3j.):
(s )
(s
$ 589,967
$ 175,149
-1,969
$ 763,147
California Redevelopment Agencies - Fiscal Year 2002 2003 HCD-A
Sch A (7/1/03) Page 2 o1'6
Agency Name: TUSTIN CRA Project Area Name: TOWN CENTER
Exemption{s)
4. a. If an eXemption was claimed on Page 2, Line 3a(4) to deposit less than the required amount, complete the following information:
Check only one of the Health and Safety Code Sections below providing a basis for the exemption:
[] Section 33334.2(a)(1): No need in conununity to increase/improve supply of lower or moderate income housing.
[] Section 33334.2(a)(2): Less than the minimum set-aside % (20% or 30%) is sufficient to meet the need.
[] Section 33334.2(a)(3): Community is making substantial effort equivalent ia value to minimum set-aside % (20% or 30%)
and has specific contractual obligations incurred before May 1, 1991 requiring continued use &this funding.
Note: Pursuant to Section 33334.2(a)(3)(C), this exemption expired on June 30, 1993 but
I
contracts entered into prior to May 1, 1991 may not be subject to the exemption sunset. I
[] Other: Specify code section and reason(s):
b. For any exemption claimed on Page 2, Line 3a(4) and/or Line 4a above, identify:
Date that initial (la) finding was adopted: __/ / Resolution # __
Adoption date of reporting year finding:
Deferral(s)
Date sent to HCD: / /
mo day yr mo day yr
/ / Resolution # Date sent to HCD: / /
mo day yr mo day yr
a. Specify the authority for deferring any set-aside on Line 3a(5). Check only one Health and Safety Code Section boxes:
[] Section 33334.6(d): Applicable to project areas approved before 1986 in which the required resolution was sent to HCD
before September 1986 regarding needing tax increment to meet existing obligations. Existing obligations can include those
incurred after 1985, if net proceeds were used to refinance pre-1986 listed obligations.
Note: The deferral previously authorized by Section 33334.6(e) expired. It was only
I
allowable in each fiscal year prior to july 1, 1996 with certain restrictions. I
[] Other: Specify code Section and reason:
b. For any deferral claimed on Page 2, Line 3a(5) and/or Line 5a above, identify:
Date that initial (I*t) finding was adopted: // Resolution # __
mo day yr
Adoption date of reporting year finding: / / Resolution # __
mo day yr
Date sent to HCD:
Date sent to HCD:
/ /
c. A deferred set-aside pursuant to Section 33334.6(d) constitutes indebtedness to the Housing Fund. Summarize the mount(s)
of set-aside deferred over the reporting year and cumulatively as of the end of the reporting year:
Amount of Prior Cumulative Amount
Amount Deferred Deferrals Repaid Deferred (Net of Any
Fiscal Year This Renortin~ FY Durin~ Renortin~ FY Amount(s) Repaid)
/
(I) Last Reporting FY
$
2,776,042
(2) This Reporting FY $ -0- $ -0- $ *2,776,042 *
l* The cumulative amount of dqferred set-aside should also be shown HCD-C, Line 8a. ]
on
If the prior FY cumulative deferral shown above differs from what was reported on the last HCD report (HCD-A and
HCD-C). indicate the amount of difference and the reason:
Difference: $ -0- Reason(s~:
Calilbrnia Redevelopment Agencies - Fiscal Yem 2002-2003 HCD-A
$chA (7/ / 3! Page 3 of 6
Agency Name: TUSTIN CRA Project Area Name: TOWN CENTER
Deferral(s) (continued)
If this agency has deferred set-asides, has it adopted such a plan? Yes [] No []
Ifyes, by what date is the deficit to be elim'mated? 6 /30 / 2023
mo day yr
If yes, when was the original plan adopted for the claimed deferral? 2 / 01 / 1993
mo day yr
Identify Resolution # N/A Dam Resolution sent to HCD / /
mo day yr
When was the last amended plan adopted for the claimed deferral? 5 /01 / 2000
mo day yr
Identify Resolution # E.DA 00- 4 Date Resolution sent to HCD __/__/__
mo day yr
Actual Proiect Area Households Displaced and Units and Bedrooms Lost Over Reporting Year:
Section 33334.6(g) requires any agency which defers set-asides to adopt a plan to eliminate the deficit in subsequent years.
Redevelopment Proiect Activity. Pursuant to Sections 33080.4(a)(I) and (a)(3), report by income category the number of
elderly and nonelderly households permanently displaced and the number of units and bedrooms removed or destroyed, over
the reporting year, (refer to Section 33413 for urdt and bedroom replacement requirements).
Number of Households/Units/Bedrooms
Project Activity VL L M AM Total
Households Permanently Displaced - Elderly -0-
Households Permanently Displaced - Non Elderly -0-
Households Permanently Displaced -Total -0-
Units Lost (Removed or Destroyed) and Required to be Replaced / -0-
Bedrooms Lost (Removed or Destroyed) and Required to be ReplacedI -0-
Above Moderate Units Lost That Agency is Not Required to Replace ~ -0-
Above Moderate Bedrooms Lost That Agency is Not Required to Replace -0-
Other Activity. Pursuant to Sections 33080.4(a)(1) and (a)(3) based on activities other than the destruction or removal of
dwelling units and bedrooms reported on Line 6a, report by income category the number of elderly and nonelderly households
permanently displaced over the reporting year:
Number of Households
:Other Activity VL L M AM Total
Households Permanently Displaced - Elderly -0-
1Households Permanently Displaced - Non Elderly -0-
Households Permanently Displaced - Total -0-
As required in Section 33413.5, identify, over the reporting year, each replacement housing plan required to be adopted
before the permanent displacement, destruction, and/or removal of dwelling units and bedrooms impacting the households
reported on lines 6a. and 6b.
Date __/__/__ Name of Agency Custodian
mo day yr
Date __/__/__ Name of Agency Custodian
mo day yr
[ Please attach a separate sheet ofoaper listing any additional housing plans adopted. [
California Redevelopment Agencies - Fiscal Year 2002-2003 HCD-A
Sch ?- (7/I/(13/ Page 4 of 6
Agency Name: TUSTIN CRA Project Area Name: T014N CENTER
Estimated Project Area Households to be Permanently Displaced Over Current Fiscal Year:
As required in Section 33080.4(a)(2) for a redevelopment project of the agency, estimate, over the current fiscal year, the
number of elderly and nonelderly households, by income category, expected to be permanently displaced. (Note:actual
displacements will be reported for the next reporting year on Line 6).
Number of Households
Project Activity VL L M AM Total
Households Permanently Displaced - Elderly -0-
Households Permanently Displaced - Non Elderly -0-
!Households Permanently Displaced - Total _02
b. As required in Section 33413.5, for the current fiscal year, identify each replacement housing plan required to be adopted before
the permanent displacement, destruction, and/or removal of dwelling units and bedrooms impacting the households reported in 7a.
Date
Date
mo
mo
/ /__ Name of Agency Custodian
day yr
/ /__ Name of Agency Custodian
day yr
Please a separate of paper listing any housing plans adopted.
attach
sheet
additional
Units Developed Inside the Proiect Area to Fulfill Requirements of Other Proiect Area(s)
8. Pursuant to Section 33413(b)(2)(A)(v), agencies may choose one or more project areas to fulfill another project area's requirement to
construct new or substantially rehabilitate dwelling units, provided the agency conducts a public hearing and finds, based on
substantial evidence, that the aggregation of dwelling units in one or more project areas will not cause or exacerbate racial, ethnic, or
economic segregation.
Were any dwelling units in this project area developed to partially or completely satisfy another project area's requirement to
construct new or substantially rehabilitate dwelling units?
[] No.
[] Yes. Date initial finding was adopted? / /__ Resolution # /
mo day yr day yr
Date sent to HCD: /
mo
Number of Dwelling Units
Name of Other Project Area(s) VL L M Total
Calilbmia Redeve opment Agencies - Fiscal Year 2002-2003 HCD-A
ScI~A (7/1/03) Page 5 of 6
Agency Name: TUSTIN CRA Project Area Name: TOWN CENTER
Sales of Owner-Occupied Units Inside the Proiect Area Prior to the Expiration of Laud Use Controls
Section 33413(c)(2)(A) specifies that pursuant to an adopted program, which includes but is not limited to an equity sharing program,
agencies may permit the sale of owner-occupied units prior to the expiration of the period of the land use controls established by the
agency. Agencies must deposit sale proceeds into the Low and Moderate Income Housing Fund and within three (3) years from the
date the unit was sold, expend funds to make another unit equal in affordability, at the same income level, to the unit sold.
a. Sales. Did the agency permit the sale of any owner-occupied units during the reporting year?
[~No
, [~]Yes $ Total Proceeds From Sales Over Reporting Year Number of Units
SALES
VL L M IT~tal
Un ts So d Over Reporting Year - -
b. Equal Units. Were reporting year funds spent to make units equal in affordability to units sold over the last three reporting years?
[]tqo
$ 1+-- Total Proceeds From Sales Over Reporting Year Number of Units
SALES VL L M Total
Units Made Equal This Reporting Yr to Units Sold Over This Reporting Yr
Units Made Equal This Reporting Yr to Units Sold One Reporting Yr Ago
Units Made Equal This Reporting Yr to Units Sold Two Reporting Yrs Ago
Units Made Equal This Reporting Yr to Units Sold Three Reporting Yrs Ago
F-lYes
Affordable Units to be Constructed Inside the Proiect Area Within Two Years
10. Pursuant to Section 33080.4(a)(10), report the number of very low, low, and moderate income units to be financed by any federal,
state, local, or private source in order for construction to be completed within two years from the date of the agreement or contract
executed over the re~ortln~ year. Identify the project and/or contractor, date of the executed agreement or contract, and estimated
completion date. Specify the amount reported as an encumbrance on HCD-C, Line 6a. and/or any applicable amount designated on
HCD-C, Line 7a. such as for capital outlay or budgeted funds intended to be encumbered for project use within two years from the
reporting year's agreement or contract date.
DO NOT REPORT ANY UNITS ON THIS SCHEDULE A THAT ARE REPORTED ON OTHER HCD-As, B, OR Ds. I
Col A Col B Col C Col D Col E
Name of Agreement Estimated $ch C Amount $ch C Amount
Project and/or Execution Completion Date Encumbered Designated
Contractor Date (w/in 2 },rs of Col B) [Line 6al [Line 7al VL L M Total
$ ~
$ $
I Please attach a separate sheet of paper to list additional information.
California Redevelopment Agencies - Fiscal Year 2002-2003 HCD-A
Sch A (7/1/03) Page 6 of 6
SCHEDULE HCD-A
Inside Project Area Activity
for Fiscal Year that Ended 6 / 30
03
Agency Name: TUSTIN CRA
JIM DRAUGHON
Preparers Name, Title: REDEV. PROGRAM MGR.
Preparer's Telephone No: (714) 573-3121
Project Area Name: SOUTH CENTRAL
Preparer's E-Mail Address: JDRAUGHON@TUSTINCA. ORG
Preparer's Facsimile No: (714) 573-3113
GENERAL INFORMATION
Project Area Information
a. 1. Year Ist plan for project area was adopted: 1983
2. Year that plan was last amended (if applicable): 19 99
3. Was plan amended after 2001 to extend time limits per Senate Bill 211 (Chapter 741, Statutes of 2001)? Yes__ __
4. Current expiration of plan: 7 / 15 / 2015
mo day y~
b. If project area name has changed, give previous name(s) or number: N/A
Year(s) of any mergers of the project area: N/A,
Identify former project areas that merged:. N/A
NoX
Year(s) project area plan was amended involving real property that either:
(1) Added property to plan: 1985 , , ,
(2) Removed property from plan: N/A .....
Affordable Housing Replacement and/or Inclusionary or Production Requirements (Section 33413).
Pre-1976 proiect areas not subsequently amended after 1975: Pursuant to Section 33413(d), only Section 33413(a) replacement
requirements apply to dwelling units destroyed or removed after 1995~ The Agency can choose to apply all or part of Section
33413 to a project area plan adopted before 1976. lfthe agency has elected to apply all or part of Section 33413, provide the
date of the resolution and the applicable Section 33413 requirements addressed in the scope of the resolution.
Date:__/__/__ Resolution Scope (applicable Section 33413 requirements):
mo day yr
Post-1975 proiect areas and geographic areas added by amendment after 1975 to pre-1976 project areas: Both replacement and
inclusionary or production requirements of Section 33413 apply.
NOTE:
Amounts to report on ItCD-A lines 3a(1), 3b-3f, and 3i. can be taken from what is reported to the State Controller's
Office (SCO) on the Statement of Income and Expenditures as part of the Redevelopment Agency's Financial
Transactions Report, except for the reclassifying of Transfers-In from Internal Funds and the reporting of Other
Sources as discussed below:
Transfers-In from other internal funds: Report the amount of trausferred funds on applicable HCD-A,
lines 3a-j. For example, report the amount transferred from the Debt Service Fund to the Housing Fund
for the deposit of the required set-aside percentage/amount by reporting gross tax increment on HCD-A,
Line 3a(1) and report the ltousing Fund s share of expenflitnres for debt service on ltCD-C, Line 4c. Do
not report "net" funds transferred from the Debt Service Fund on IICD-A~ Line 3a(3) when reporting debt
service expenditures on I-ICD-C. Line 4c.
Other Sources: Non-GAAP (.O_enerally AccEptable Accounting _Principles) revenues such as from land sales for
those agencies using the Land Held for Resale method to record land sales should be reported on HCD-A Line
3d. Housing fund receipts for the repayment of loan principal should be included on HCD-A Line 3h.
HCD-A
Califomia Redevelopment Agencies - Fiscal Year 2002-2003
SchA(7/I {)3~ Page 1 of 6
Agency Name: TUSTIN CRA
Proiect Area Housing Fund Revenues and Other Sources
3.
Project Area Name: SOUTH CENTRAL
Report all revenues and other sources of funds from this project area which accrued to the Housing Fund over the reporting
year. Any income related to agency-assisted housing located outside the project area(s) should be reported as "Other
Revenue" on Line 3j, (of this Schedule A), if this project area is named as beneficiary in the authorizin~ resolution. Any
other revenue sources not reported on lines 3a.-3i., should also be reported on Line 3j.
Enter on Line 3a(1) the full 100% of gross Tax Increment allocated prior to applicable pass through of funds and deductions
for fees (refer to Sections 33401, 33446, & 33676). Compute the required minimum percentage (%) of gross Tax Increment
and enter the amount on Line 3a(2)(A) or 3a(2)(B). Next, report the amount of Tax Increment set-aside before any
exemption and/or deferral (if amount set-aside is less than required minimum (%), explain the difference). If any amount of
Tax Increment was exempted or deferred, in addition to Completing lines 3a(4) and/or 3a(5), complete Line 4 and/or Line 5.
To determine the amount of Tax Increment deposited to the Housing Fund [Line 3a(6)], subtract allowable amounts
exempted [Line 3a(4)] or deferred [Line 3a(5)] from the actual amount allocated to the Housing Fund [Line 3a(3)].
a. Tax Increment:
(1) 100% of Gross Allocation: $ 2,470,427
(2) Calculate only 1 set-aside amount: either (A) or (B) below:
(A) 20% required by 33334.2 (Line 3a(1) x 20%): $ 496,08~5
(B) 30% required by 33333.10(g) (Line 3a(1) x 30%): $
(Senate Bill 211, Chapter 741, Statutes of 2001)
(3) Amount of set-aside (Line 3a(2)) allocated to Housing Fund $ 4 9 4,085 *
· If, pursuant to Section 33334.3(0, less than the minimum % of Gross Tax
Increment (see 3a(2) above) is being allocated from this project area, identify
the project area(s) contributing the difference. Explain any other reason(s):
(4) Amount Exempted [Health & Safety Code Section 33334.2]
(if there is an amount exempted, also complete question g4, next page):
(5) Amount Deferred [Health & Safety Code Section 33334.6]
(if there is an amount deferred, also complete question #5, next page):
(6) Total deposit to the Housing Fund [result of Line 3a(3) through 3a(5)]:
b. Interest Income:
c. Rental/Lease Income (combine amounts separately reported to the SCO):
d. Sale of Real Estate:
e. Grants (combine ~mounts separately reported to the SCO):
f. Bond Administrative Fees:
g. Deferral Repayments (also complete Line 5c(2) on the next page):
h. Loan Repayments:
i. Debt Proceeds:
j. Other Revenue(s) [Explain and identify mnount(s)]:
UNREALIZED GAIN/LOSS ON INVESTMENTS
($
-6,181
k. Total Project Area Receipts Deposited to Housing Fund (add lines 3a(6). through 3j.):
Ca f m~ia Redeve op nent Agencies - Fiscal Year 2002-2003
Scl~ A (7/1/03)
)
$ 494,085
$ 159,245
$ 108,~44
$
$
-6,181
$ 755,693
HCD-A
Page~of6~
Agency Name: TUSTIN CRA Project Area Name: SOUTH CENTRAL
Exemption(s)
4. a. If aa exemption was claimed on Page 2, Line 3a(4) to deposit less than the required amount, complete the following information:
Check only one of the Health and Safety Code Sections below providing a basis for the exemption:
[] Section 33334.2(a)(1): No need in community to increase/improve supply of lower or moderate income housing.
[] Section 33334.2(a)(2): Less than the minimum set-aside % (20% or 30%) is sufficient to meet the need.
[] Section 33334.2(a)(3): Community is making substantial effort equivalent in value to minimum set-aside % (20% or 30%)
and has specific contractual obligations incurred before May 1, 1991 requiring continued use of this funding.
Note: Pursuant to Section 33334.2(a)(3)(C), this exemption expired on June 30, 1993 but I
contracts entered into prior to May 1, 1991 may not be subject to the exemption sunset. [
[] Other: Specify code section and reason(s):
b. For any exemption claimed on Page 2, Line 3a(3~) and/or Line 4a above, identify:
Date that initial (lst) fmdinl~ was adopted: / /__ Resolution # __
Adoption date of reporting year findine:
Deferral(s)
Date sent to HCD:
mo day yr mo day yr
/ / Resolution # Date sent to HCD: / /
mo day yr mo day yr
a. Specify the authority for deferring any set-aside on Line 3a(5). Check only one Health and Safety Code Section boxes:
[] Section 33334.6(d): Applicable to project areas approved before 1986 in which the required resolution was sent to HCD
before September 1986 regarding needing tax increment to meet existing obligations. Existing obligations can include those
incurred alter 1985, if net proceeds were used to refinance pre-1986 listed obligations.
Note: The deferral previously authorized by Section 33334.6(e) expired. It was only
I
allowable in each fiscal year prior to July 1, 1996 with certain restrictions. I
[] Other: Specify code Section and reason:
b. For any deferral claimed on Page 2, Line 3a(5) and/or Line 5a above, identify:
Date that initial (Vt) finding was adopted: __/__/__ Resolution # __
mo day yr
Adoption date of reporting year finding: __/ / Resolution #
mo day yr
Date sent to HCD: / /
mo day yr
Date sent to HCD: / /
mo day yr
c. A deferred set-aside pursuant to Section 33334.6(d) constitutes indebtedness to the Housing Fund. Summarize the amount(s)
of set-aside deferred over the reporting year and cumulatively as of the end of the reporting year:
Amount of Prior Cumulative Amount
Amount Deferred Deferrals Repaid Deferred (Net of Any
Fiscal Year This Reporting FY During Reportine FY Amount(s) Repaid)
(1) Last Reporting FY $ -0-
(2) This Reporting FY $ $ $ * -0- *
* The cumulative amount qfdqferredset-aside should also be shown on HCD-C, Line 8a.
If the prior FY cumulative deferral shown above differs from what was reported on the last HCD report (HCD-A and
HCD-C), indicate the amount of difference and the reason:
Difference: $ Reason(s):
Ca fornia Redeveklpment Agencies - Fiscal 5 ear 2002-2003 HCD-A
Sch A (7/1/03) Page 3 of 6
Agency Name: TUSTIN CRA Project Area Name: SOUTH CENTRAL
Deferral(s) (continued)
If this agency has deferred set-asides, has it adopted such a plan? Yes [] No []
If yes, by what date is the deficit to be eliminated? / /
mo day yr
If yes, when was the original plan adopted for the claimed deferral? / /
mo day yr
Identify Resolution # Date Resolution sent to HCD / /
mo day yr
When was the last amended plan adopted for the claimed deferral? __/ /
mo day yr
Identify Resolution # Date Resolution sent to HCD / /
mo day yr
Actual Proiect Area Households Displaced and Units and Bedrooms Lost Over Reporting Year:
Section 33334.6(g) requires any agency which defers set-asides to adopt a plan to eliminate the deficit in subsequent years.
Redevelopment Proiect ActiviW. Pursuant to Sections 33080.4(a)(1) and (a)(3), report by income category the number of
elderly and noneldefly households permanently displaced and the number of units and bedrooms removed or destroyed, over
the reporting year, (refer to Section 33413 for unit and bedroom replacement requirements).
Number of Households/Units/Bedrooms
Project Activity VL L M AM Total
Households Permanently Displaced- Elderly -0- -0- -0- -0- -0-
Households Permanently Displaced - Non Elderly -0- -0- -0- -0- -0-
Households Permanently Displaced -Total -0- -0- -0- -0- -0-
Units Lost (Removed or Destroyed) and Required to be Replaced -0- -0- -0- I -0-
Bedrooms Lost (Removed or Destroyed) and Required to be Replaced -0- -0- -0-I -0--
Above Moderate Units Lost That Agency is Not Required to Replace -0- -0-
Above Moderate Bedrooms Lost That Agency is Not Required to Replace -0- -0-
Other Activity. Pursuant to Sections 33080.4(a)(1) and (a)(3) based on activities other than the destruction or removal of
dwellin~ units and bedrooms reported on Line 6a, report by income category the number of elderly and-nonelderly households
permanently displaced over the reportino~ year:
Number of Households
Other Activity VL L M AM Total
Households Permanently Displaced- Elderly -0- -0- -0- -0- -0-
Households Permanently Displaced- Non Elderly -0- -0- -0- -0- -0-
Households Permanently Displaced-Total -0- -0- -0- -0- -0-
As required in Section 33413.5, identify, over the reportine year, each replacement housing plan required to be adopted
before the permanent displacement, destruction, and/or removal of dwelling units and bedrooms impacting the households
reported on lines 6a. and 6b.
Date / / Name of Agency Custodian
mo day yr
Date __/ / NameofAgeney Custodian
mo day yr
attach
separate sheet of paper listing any additional housing plans adopted. [
Califbmia Redevelopment Agencies - Fiscal Year 2002-2003 HCD-A
Sch A (7/1/03/ Page 4 of 6
Agency Name: TUSTIN CRA Project Area Name: SOUTH CENTRAL
Estimated Proiect Area Households to,be Permanently Displa~ed Over Current Fiscal Year:
As required in Section 33080.4(a)(2) for a redevelopment project of the agency, estimate, over the current fiscal/ear, the
number of elderly and nonelderly households, by income category, expected to be permanently displaced. (Note:actual
displacements will be reported for the next reporting year on Line 6).
Number of Households
Project Activity VL L M AM Total
Households Permanently Displaced - Elderly -0- -0- -0- -0- -0-
Households Permanently Displaced - Non Elderly 12 8 1 -0- 21
Households Permanently Displaced - Total 12 8 i -0- 21
b. As required in Section 33413.5, for the current fiscal year, identify each replacement housing plan required to be adopted before
the permanent displacement, destruction, and/or removal of dwelling units and bedrooms impacting the households reported in 7a.
Date
Date
5 05 2003
mo day yr
mo day yr
Name of Agency Custodian
Name of Agency Custodian
JIM DRAUGHON
Please attach a separate sheet of paper listing any additional housing plans adopted. I
Units Developed Inside the Proiect Area to Fulfill Requirements of Other Proiect Area(s)
Pursuant to Section 33413(b)(2)(A)(v), agencies may choose one or more project areas to fulfill another project area's requirement to
construct new or substantially rehabilitate dwelling units, provided the agency conducts a public hearing and finds, based on
substantial evidence, that the aggregation of dwelling units in one or more project areas will not cause or exacerbate racial, ethnic, or
economic segregation.
Were any dwelling units ha this project area developed to partially or completely satisfy another project area's requirement to
construct new or substantially rehabilitate dwelling units?
[] NO.
[] Yes. Date initial finding was adopted? /__/ Resolution # __ __/__/__
mo day yr day yr
Date sent to HCD:
mo
Number of Dwelling Units
Name of Other Project Area(s) VL L "M Total
California Redevelopment Agencies - Fiscal Yem 2002-2003
Sci~ A (7/I/03/
HCD-A
Page 5 of 6
Agency Name: TUSTIN CRA Project Area Name: SOUTH CENTRAL
Sales of Owner-Occupied Units Inside the Proiect Area Prior to the Expiration of Land Use Controls
Section 33413(c)(2)(A) specifies that pursuant to an adopted program, which includes but is not limited to an equity sharing program,
agencies may permit the sale of owner-occupied units prior to the expiration of the-period of the land use conU-ols established by the
agency. Agencies must deposit sale proceeds into the Low and Moderate Income Housing Fund and within three (3) years from the
date the unit was sold, expend funds to make another unit equal in affordability, at the same income level, to the unit sold.
a. Sales~ Did the agency permit the sale of any owner-occupied units during the reporting year?
[--~Yes $ I*-- Total Proceeds From Sales Over Reporting Year NumberofUnits
SALES Vb b M Total
Un ts So d Over Report ng Year .-0_
b. Equal Units. Were reporting year funds spent to make units equal in affordability to units sold over the last three reporting years?
V1No
$ [<--- Total Proceeds From Sales Over Reporting Year Number of Units
SALES VL L M Total
Units Made Equal This Reporting Yr to Units Sold Over This Reporting Yr
Units Made Equal This Reporting Yr to Units Sold One Reporting Yr Ago i 1
IUnits Made Equal This Reporting Yr to Units Sold Two Reporting Yrs Ago i 1
IUnits Made Equal This Reporting Yr to Units Sold Three Reporting Yrs Ago
[~--~Yes
Affordable Units to be Constructed Inside the Proiect Area Within Two Years
I0. Pursuant to Section 33080.4(a)(10), report the number of very low, low, and moderate income units to be financed by any federal,
state, local, or private source in order for construction to be completed within two years from the date of the a~reement or contract
executed over the reporting year. Identify the project and/or contractor, date of the executed agreement or contract, and estimated
completion date. Specify the amount reported as an encumbrance on HCD-C, Line 6a. and/or any applicable amount designated on
HCD-C, Line 7a. such as for capital outlay or budgeted funds intended to be encumbered for project use with'm two years from the
reporting year's agreement or contract date.
DO NOT REPORT ANY UNITS ON THIS SCHEDULE A THAT ARE REPORTED ON OTHER HCD-As, B, OR Ds. ]
Col A Col B Col C Col D Col E
Name of Agreement Estimated Sch C Amount Sch C Amount
Project and/or Execution Completion Date Encumbered Designated
Contractor Date (w/in 2 yrs of Col B) [Line 6al [Line 7al VL L M Total
KENYON DR.LLC 6/30/03 6/01/05 $6,689,200 $ 23 7 20 07
$
Please attach a separate sheet of paper to list additional information. I
California Redevelopment Agencies Fiscal Year 21302-2003 HCD-A
Sch A (7/1/03) Page 6 of 6
SCHEDULE HCD-B
Outside Project Area Activity
for Fiscal Year Ended 6 / 30 / 03
Agency Name: TUSTIN CRA
JIM DRAUGHON
Preparer's Name, Title: REDEV. PROGRAM MGR.
Preparer's Telephone No: (714) 573-3121
Project Name:
Preparer's E-Mail Address:
Preparer's Facsimile No:
JDRAUGHON@TUSTINCA.ORG
(714) 573-3113
Actual Households Displaced and Units and Bedrooms Lost Outside of Proiect Area(s) Over Reporting Year
Redevelopment Proiect Activity. Pursuant to Sections 33080.4(a)(I) and (a)(3), report by income category the number of
elderly and nonelderly households permanently displaced and the number of units and bedrooms removed or desa'oyed, over the
reporting year, (refer to Section 33413 for unit and bedroom replacement requirements).
Number of Households/Units/Bedrooms
Activity VL L M AM Total
Households Permanently Displaced- Elderly -0- '0- -0- :-0- -0-
Households Permanently Displaced - Non Elderly -0- -0- -0- -0- -0-
Households Permanently Displaced- Total -0- -0- -0- -0- -0-
Units Lost (Removed or Destroyed) and Required to be Replaced -0- -0- -0- / -0-
Bedrooms Lost (Removed or Destroyed) and Required to be Replaced -0- -0-- -0-I -0-
Above Moderate Units Lost That Agency is Not Required to Replace -0- -0-
Above Moderate Bedrooms Lost That Agency is Not Required to Replace -0- -0-
Other Acfivitw. Pursuant to Sections 33080.4(a)(t) and (a)(3) based on activities other than the destruction oi' removal of
dwellin~ units and bedrooms reported on Line la, report by income category the number of elderly and nonelderly households
permanently displaced over the reportin~ year.
Number of Households
Activity VL L M AM Total
Households Permanently Displaced- Elderly -0- -0- -0- -0- -0-
Households Permanently Displaced- Non Elderly -0- -0- -0- -0- -0-
Households Permanently Displaced-Total -0- -0- -0- -0- -0-
As required in Section 33413.5, identify, over the reportin~ year, each replacement housing plan required to be adopted before
the permanent displacement, destruction, and/or removal of dwelling units-and/or bedrooms impacting the households reported
on lines la. and lb.
Date / /__ Name of Agency Custodian
mo day yr
Date / /__ Name of Agency Custodian
mo day yr
IPleaseattach a separate sheet ofpaper listing any additional'housing plans adopted. ]
California Redevelopment Agencies - Fiscal Year 2002-2003 HCD-B
Sch B (7/1/03~ Page ] 0£2
Agency Name: TUSTIN CRA HCD B (Outside Project Area)
Estimated Households Outside of Proiect Area(s) to be Permanently Displaced Over Current Fiscal Year:
2. a. As required in Section 33080.4(a)(2) for a redevelopment project of the agency, esftmate, over the current fiscal year, the
number of elderly and nonelderly households, by income category, expected to be permanently displaced. (Note:actual
displacements will be reported for the next reporting year on Line 1).
Estimated Permanent Displacements Number of Households
Activity VL L M AM Total
Households Permanently Displaced- Elderly -0- -0- -0- -0- -0-
Households Permanently Displaced- Non Elderly -0- -0- -0- -0- -0-
Households Permanently Displaced- Total -0- -0- -0- -0- -0-
b. As required in Section 33413.5, for the current fiscal year, identify each replacement housing plan required to be adopted before
the permanent displacement, destruction, and/or removal of dwelling units and bedrooms impacting the households reported on 2a.
Date __/__/__ Name of Agency Custodian
mo day yr
Date __/__/__ Name of Agency Custodian
mo day yr
[ Please attach a separate sheet of paper listing any additional housing plans adopted. [
Sales of Owner-Occupied Units Outside of Proiect Area(s) Prior to the Expiration of Land Use Controls
3. Section 33413(c)(2)(A) specifies that pursuant to an adopted program, which includes but is not limited to an equity sharing program,
agencies may pemtit the sale of owner-occupied anits prior to the expiration of the period of the land use controls established by the
agency. Agencies must deposit sale proceeds into the Low and Mudemte Income Housing Fund and within three (3) years from the
date the unit was sold, expend funds to make another unit equal in affordability, at the same income level, as the unit sold.
a. Sales. Did the agency permit the sale of any owner-occupied units dtmng the reporting year?
I-'lYes $ 14-- Total Proceeds From Sales Over Reporting Year
Income Level
Units Sold Over Current Reporting Year
Number of Units
b. Equal Units. Were reporting year funds spent to make units equal in affordability to units sold over the last three reporting years?
[k-lno
$ [+-- Total Proceeds From Sales Over Reporting Year Number of Units
Income Level VL L M Total
Units Made Equal This Reporting Yr to Units Sold Over This Reporting Yr
Units Made Equal This Reporting Yr to Units Sold One Reporting Yr Ago
Units Made Equal This Reporting Yr to Units Sold Two Reporting Yrs Ago
Units Made Equal This Reporting Yr to Units Sold Three Reporting Yrs Ago
r-]Yes
Affordable Units to be Constructed Outside of Proiect Area(s) Within Two Years From Date of Agreement or Contract
4. Pursuant to Section 33080.4(a)(10), report the number of very Iow, low, and moderate income units to be financed by any federal,
state, local, or private source in order for construction to be completed within two gears from the date of the agreement or contract
executed over the reportin~ ?ear. Identify the project and/or contractor, date of the executed agreement or contract, and estimated
completion date. Specify the amount reported as an encumbrance on HCD-C, Line 6a. and/or any applicable amount designated on
HCD-C, Line 7a. such as for capital outlay or budgeted funds intended to be encumbered for project use within two years from the
reporting year's agreement or contract date.
I DO NOT REPORT ANY UNITS SHOWN ON SCHEDULES HCD As OR Ds. I
Col A Col B Col C Col D Col E
Name of Agreement Estimated Sch C Amount Sch C Amount
Project and/or Execution Completion Date Encumbered Designated
Contractor Date (w/in 2 yrs of Col B) [Line 6al [Line 7al VL L M Total
$ $
Please attach a separate sheet of paper to list additional information.
HCD-B
California Redevelopment Agencies - Fiscal Y ear 2002-2003
Sch B (7/1/03) Page 2 o1'2
SCHEDULE HCD-C
Agency-wide Activity
for Fiscal Year Ended 6 /31 / 2003
Agency Name: TUSTIN CRA County: ORANGE
JIM DRAUGHON
Preparer's Name, Title: REDEV. PROGRAM MGR. Preparer's E-Mail Address: JDRAUGHON@TUSTINCA. ORG
Preparer's Telephone No: (714) 573-3121 Preparer's Facsimile No: (714) 573-3113
Low & Moderate Income Housing Funds
Report on the "status and use of the agency's Low and Moderate Income Housing Fund." Most information reported here should
be based on information reported to the State Controller.
1. Beginning Balance (Use "Net Resources Available" from last fiscal year report to HCD) $ 6,146,673
a. If Beginning Balance requires adiustment(s}, identify the reason and amount for each adiustment:
Use < $ > for negative amounts or amounts to be subtracted
ERRONEOUS ENTRY ON 01-02 HCD-C4(g)
$ 1,389,604
$
$.
b. Total Adjustment(s) (indicate whether positive or <negative>)
c. Adjusted Beginning Balance [Beginning Balance plus + or minus <-> Total Adjustment(s)]
Project Area(s) Receipts and Housing Fund Revenues
a. All Project Areas. Total Deposits [Sum of amount(s) from Line 3L,HCD-A(s)]
b. Other revenues not reported on Schedule HCD-A(s) [Identify source(s) and amount(s)]:
$
$.
c. Total Housing Fund Revenues
3. Total Resources (Line lc. + Line 2a + Line 2c.)
$ 1.389.604
$ 7,536,077
$ 1,518,840
$ -0-
$ 9,054,917
NOTES:
Many amounts to report as Expenditures and Other Uses (beginning on the next page) should be taken from amounts
reported
to the State Controller's Office (SCO). Review the SCO's Redevelopment Agencies Financial Transactions Report.
Housing Fund "transfers-out" to other internal Agency funds: Report the specific use of all transferred funds on applicable
lines 4a.-k of Schedule C. For example, transfers from the Housing Fund to the Debt Service Fund for the repayment of
principal and interest of debt proceeds deposited to the Housing Fund should be reported on the applicable item comprising
HCD-C Line 4c, providing tax increment (gross and deposit amounts) were reported on Sch-As. External transfers out of the
Agency should be reported on HCD-C Line 4j (e.g.: transfer of excess surplus to the County Housing Authority).
Other Uses: Non-GAAP (_G_enerally Accepted --Accounting Principles) recording of expenditures such as land purchases for
agencies using the Land Held for Resale method to record land purchases should be reported on HCD-C Line 4a(1). Funds
spent resulting in loans to the Housing Fund should be included in HCD-C lines 4b., 4f.~ 4g.. 4h., and 4i as appropriate.
The statutory cite pertaining to Communio, Redevelopment Law (CRL) is providedJbr preparers to review to determine
the appropriateness qf Low and Moderate Income Housing Fund (LMIHF) expenditures and other uses. ttCD does not
represent that line items' identi, fj;ing any expenditures' and other uses' are allowable. CRL is accessible on the lnternet
[website: htm://www.le~zinfo.ca.~zov/(California LavO] beginning with Section 33000 of the Health and Safe~, Code.
Califomia Redevelopment Agencies - Fiscal YeaI 2002-2003 HCD-C
Scb C (7/1/03 Page
Agency Name: TUSTIN CRA
4. Expenditures and Other Uses
Acouisition ofProverW & Buildine Sites [33334.2(e)(D] & Housine [33334.2(e)(6)]:
(1) Land Assets (Investment - Land Held for Resale) * $
(2) Housing Assets (Fixed Asse0 * $
(3) Acquisition Expense $
(4) Operation of Acquired Property $
(5) Relocation Costs $
(6) Rel6cation Payments $
(7) Site Clearance Costs $
(8) Disposal Costs $
(9) Other [Explain and identify mount(s)]:
$ $
* Reported to $C0 aspart of Assets and Other Debts
(10) Subtotal Property/Building Sites'Housing Acquisition (Sum of Lines 1 - 9) $
Subsidies from Low and Moderate Income Housing Fund (LMIHF):
(1) let Time Homebuyer Down Payment Assistance $
(2) Rental Subsidies $
(3) Purchase of Affordability Covenants [33413(b)2(B)] $
(4) Other [Explain and identify amount(s)]:
$
$
$ $
(5) SubtotalSubsidies from LMIHF (Sum of Lines 1 -4)
Debt Service [33334.2(e)(9)]. Report LMIHF's share of debt service. If paid from
Debt Service Fund, ensure "gross" tax increment is reported on HCD-A(s) Line 3a(1).
(1) Debt Principal Payments
(a) Tax Allocation, Bonds & Notes $
(b) Revenue Bonds & Certificates of Participation $
(c) City/County Advances & Loans $
(d) U. S. State & Other Long-Term Debt $
(2) Interest Expense $
(3) Debt Issuance Costs $
(4) Other [Explain and identify amount(s)]:
(5) Subtotal Debt Service (Sum of Lines 1 -4)
Planning and Administration Costs [33334.3(e)(1)]:
(i) Administration Costs
(2) Professional Services (non project specific)
(3) Planning/Survey/Design (non project specific)
(4) Indirect Nonprofit Costs [33334.3(e)(1)(B)]
(5) Other [Explain and identify amount(s)l:
$
S
$
$ 113,325
$ 81,828
$
$
(6) Subtotal Planning and Administration (Sum of Lines 1 - 5)
CalifBmia Redevelopment Agencies - Fiscal Year 2002-2003
Scl~ ( (7/1/03 ~
$ 195,153
HCD-C
Page
Agency Name: TUSTIN CRA
Expenditures and Other Uses (continued)
e. On/Off-Site Improvements [33334.2(e)(2)] Complete item 73
f. Housing Construction [33334.2(e)(5)]
g. Housing Rehabilitation [33334.2(e)(7)]
h. Maintenance of Mobilehome Parks [33334.2(e)(10)]
i. Preservation of At-Risk Units [33334.2(e)(1 I)]
j. Transfers Out of Agency
(1) For Transit village Development Plan (33334.19)
(2) Excess Surplus [33334.12(a)(l)(A)]
(3) Other (specify code section authorizing transfer and amount)
A. Section
B. Section $
Other Transfers Subtotal
$
$
$
$
$
(4) Subtotal Transfers Out of Agency (Sum of j(1) through j(3))
Other ExpendiV.~res and Uses [Explain and identify amount(s)]:
$
Subtotal Other Expenditures and Uses $
1. Total Expenditures and Other Uses (Sum o£1ines 4a.-k.)
5. Net Resources Available [End o£Reporting Fiscal Year]
[Page 1, Line 3, Total Resources minus Total Expenditures and Other Uses on Line 4.1.]
6. Encumbrances and Unencumbered Balance
a. Encumbrances. Amount of Line 5 reserved for future payment of legal contract(s) $
or agreement(s). See Section 33334.12(g)(2) for de£mifion.
Refer to item 70 on Sch-A(s) and item 4 on Sch-B.
b. Unencumbered Balance (Line 5 minus Line 6a). Also enter on Page 4, Line 11 a. $
7. Designated/Undesignated Amount of Available Funds
A Designated Amount of Line 6b. budgeted/planned to use near-term
Refer to item JO on Sch-A(s) and item 4 on Sch-B $
b. UndesignatedAmountofLine6b. not yet budgeted/plarmed to use $
8. Other Housing Fund Assets (not included as pan o£Line 5)
a. Indebtedness from Deferrals of Tax Increment (Sec. 33334.6)
[refer to Sch-A(s), Line 5c (2)]. $
b. Value of Land Purchased with Housing Funds and Held for
Development of Affordable Housing. Complete Sch-C item 14. $ 705,000
c. Loans Receivable for Housing Activities $ 1 ~ 183 ~ 538
d. Residual Receipt Loans (periodic/fluctuating payments) $
e. ERAF Loans Receivable (all years) (Sec. 33681) $
f. Other Assets [Explain and identify amount(s)]:
$ 226,747
$8,828.170
31,594
$ 1,888~538
8,189,200
638,970
g. q'otal Other Housing Fund Assets (Stun of lines 8a.-f.)
TOTAL FUND EQUITY [Line 5 (Net Ikesources Availablel +Sg (Total Other Housing Fund Assets]~ iD, 716,708
Compare Line 9 to me below amount reported to thc SC() (Balance Sheet of Redeveiopmem Agencies
Financial ~iransactions Report [Expiain differences and identify amountis)]:
TOWN CENTER ,~"4,119,143
SOUTH CENTRAL S5,4t4,025
IENTEI( TOTAL (BALANCE SHEET) REPORTED TO SCO
LOW-MOD
FUND
EQUITIES
$9,533,171
$9,533,171
,Zaiiiom~:~ I<edevekmmem Agencies - Fisca'. ,, ca; 21)(32-20(}7 t-J
Y.' 2 ,? i ? ?.tV2~ } ,: "',
Agency Name: TUSTIN CICA
Excess Surplus Information
Pursuant to Section 33080.7 and Section 33334,12(g)(1), report on Excess Surplus that is required to be determined on the fu'st day
of a fiscal year. Excess Surplus exists when the Adjusted Balance exceeds the greater of: (1) $1,000,000 or (2) the aggregate amount
of tax increment deposited to the Housing Fund during the prior four fiscal years. Section 33334.12(g)(3)(A) and (B) provide that
the Unencumbered Balance can be adjusted for: (1) any remaining revenue generated ih the reporting year from unspent debt proceeds
and (2) if the land was disposed of during the reporting year to develop affordable housing, the difference between the fair market value
of land and the value received.
The Unencumbered Balance is calculated by subtracting encumbrances from Net Resources Available. "Encumbrances" are funds
reserved and committed pursuant to a legally enforceable contract or agreement for expenditure for authorized redevelopment housing
activities [Section 33334.12(g)(2)].
For Excess Surplus calculation purposes, carry over the prior year's HCD Schedule C Adjusted Balance as the Adjusted Balance on the
first day of the reporting fiscal year. Determine which is larger: (1) $1 million or (2) the total of tax increment deposited over the prior
four years. Subtract the largest amount from the Adjusted Balance and, if positive, report the amount as Excess Surplus.
10. Excess Sqrplus:
Complete Columns 2~ 3, 4, & 5 to calculate Excess Surplus for the reporting year. Colmnns 6 and 7 track
Column 2
Column 1
4 Prior and Total Tax
Current Increment
Reporting Deposits to
Years Housing Fund
R~t Yrs Ago
FY 98-99 $1131906
R~t Yrs Ago
$1157549
FY 99-00
R_p.[ Yrs Ago
FY 00-01 $1599657
FY 01-02 $1812720
CURRENT
Year
Colunm 3
Sum of Tax
Increment
Deposits Over
Prior Four
FYs
Column 4
Current
Reporting Year
i't Day
Adjusted
Balance
Column 5
Current
Reporting Year
1 s~ Day
Excess Surplus
Balances
Column 6
Amount
Expended/Encumbered
Against FY Balance of
Excess Surplus as of
End of ReDortin~ Year
aor years' Excess Surplus.
Column 7
Remaining Excess
Surplus for Each
Fiscal Year as of
End of Reporting Year
$1,595,142 $ 2,408,180 $ -0-
$ 282,279 $ 1,226,476 $ -0-
$ $ 1,393,345 $ -0-
$ 727,662 $ -0-
$ 6,915,947
-0-
-0-
Sum of Column 2 Last Year's Sch C Col 4 minus: laraer
Adiusted Balance of Col 3 or $1mm
!$5,701,832 $6,006,716 $304,884
11. ReDortine Year Ending Unencumbered Balance and Adjusted Balance:
a. Unencumbered Balance (End of Year) [Page 3, Line 6b]
b. If eligible, adjust the Unencumbered Balance for:
(1) Debt Proceeds [33334.12(g)(3)(B)]:
Identify unspent debt proceeds and related income remaining at end of reporting year $
(2) Land Conveyance Losses [(33334.12(g)(3)(A))]:
Identify reporting year losses from sales/grants/leases of land acquired with low-mod funds,
if49% or more of new or rehabilitated units will be affordable to lower-income households $
$ 638,970
12. Adjusted Balance (for next year's determination of Excess Surplus) [Line 11 a minus sum of 1 l b(l ) and 11 b(2)] $ 638,970
Note: Do not enter Adjusted Balance in Col 4. It is to be reported as next vear's 1st day amount to determine Excess
Surplus
a. IfthereisremainingExcessSurplus~om whatwasdetemfinedonthefimtdayoftherepo~ingymr, describe
~eagency~sp~an~asspeci~edinSec~n33334.~)~rtrans~mng~encumbe~ng~rexpendingexcesssu~lus:
FURDS HAVE BEEN ENCUMBERED DURIRG FY 02-03 REPORTI~G PERIOD.
6 30 /2003
b. If the plan described in 12a. was adopted, enter the plan adoption date:
California Redevelopment Agencies - Fiscal ,,'ear 2002-2003
Sch C (7/1/03 ~
nlo day yr
HCD-C
Page 4 of' [<
Agency Name: TUSTIN CRA
Miscellaneous Uses of Funds
13. If an amount is reported in 4e., pursuant to Section 33080.4(a)(6), report the total number ofvery low-, low-, and moderate-income
households that directly benefited from expenditures for onsite/offsite improvements which resulted in either new construction,
rehabilitation, or the elimination of health and safety hazards. (Note: If Line 4e of this schedule does not show expenditures for
improvements, no units should be reported here.)
Households Benefiting
Income Households Households from Elimination of
Level Constructed Rehabilitated Health and Safety Hazard Duration of Deed Restriction
Very Low
Low
Moderate
14. If the agency is holding land for future housing development (refer to Line 8b), smnmarize the acreage (round to tenths, do not
report square footage), zoning, date 6f purchase, and the anticipated start date for the housing development.
No. of Purchase Estimated Date
Site Name/Location* Acres Zoning Date Available Comments
NEWPORT AVENUE 0.4 R3 1/07/200( 6/30/2004 EXISTING 8 UNITS
Please attach a separate sheet of paper listing any additional sites not reported above.
15.
Section 33334.13 requires agencies which have used the Housing Fund to assist mortgagors in a homeownership mortgage
revenue bond program, or home financing pro,-am described ia that Section, to provide the following information:
a. Has your agency used the authority related to defmitious of income or family size adjustment factors provided in Section
33334.13(a)?
Yes [] No [] Not Applicable []
b. Has the agency complied with requirements in Section 33334.13Co) related to assistance for very low-income households
equal to twice that provided for above moderate-income households?
Yes [] No [] Not Applicable []
Calilomia Redevelopment Agencies Fiscal Year 2002-2003 HCD-C
Sci~ C (7/1/03 ~ Pag~ 5 of ~'
Agency Name: TUSTIN CRA
16. Did the Agency use non-LMlI-IF funds as matching funds for the Federal HOME or HOPE program during the reporting period?
YES [] NO []
If yes, please indicate the amount of non-LMYrIF funds that were used for either HOME or HOPE program support.
HOME $ HOPE $
17. Pursuant to Section 33080.4(a)(11), the agency shall maintain adequate records to identify the date and amount of all LMIHF
deposits and withdrawals during the reporting period. To satisfy this requirement, the Agency should keep and make available
upon request any and all deposit and withdrawal information. DO NOT SUBMIT RECORDS OF DEPOSITS/WITHDRAWALS.
Has your agency made any deposits to or withdrawals fi-om the LMIHF? Yes [] No []
If yes, identify the document(s) describing the agency's deposits and withdrawals by listing for each document, the following
(attach additional pages of similar information as necessary):
Name of document:
Date of document: / /
mo day yr
Name of Agency Custodian (person):. RON NAULT, FINANCE DIRECTOR
Custodian's telephone number: ( 7 14) 5 7 3 - 3 0 61
Place where record can be accessed:
Name of document:
Date of document:
mo
Name of Agency Custodian (person):.
Custodian's telephone number:
Place where record can be accessed:
/ /
Use of Other (non Low-Mod Funds) Redevelopment Funds for Housing
Please briefly describe the use of any non-LMlHF redevelopment fimds (i.e., contributions from the other 80% of tax increment
revenue) to construct, improve, assist, or preserve housing in the community.
N/A
19. Suggestions/Resource Needs
Please provide suggestions to simplify and improve future agency reporting and identify any training, information, and/or other
resources, etc. that would help your agency to more quickly and effectively use its housing or other funds to increase, improve,
and preserve affordable housing?
20. Annual Monitoring Reports of Previously Completed Affordable Housing Proiects/Programs (H&SC 33418)
Were all Annual Monitoring Reports received for all prior years' affordable housing projects/programs?: Yes [] No []
California Redevelopment Agencies - Fiscal Year 2002 2003 HCD-C
Scb C (7/1/03) Page 6
Agency Name: TUSTIN CRA
21. Proiect Achievement and HCD Director's Award for Housing Excellence
Project achievement information is optional but can serve important purposes: Agencies' achievements can inform others of
successful redevelopment projects and provide instructive information for additional successful projects. Achievements will be
included in HCD's Annual Report of Housing Activities of California Redevelopment Agencies to assist other local agencies in
developing effective and efficient programs to address local housing needs.
In addition, HCD selects various projects to receive the Directors Award for Housing Excellence. Projects are selected based on
criteria such as local affordable housing need(s) met, resources utilized, barriers overcome, and project innovation/complexity, etc.
Project achievement information should only be submitted for one affordable residential project that was completed within the
reporting year as evidenced by a Certificate of Occupancy. The project must not have been previously reported as an achievement.
To publish agencies' achievements in a standard format, please complete information for each underlined category
below addressing suggested topics in a narrative format that does not exceed two pages (see example, nemt page). In
addition to submitting information with other HCD forms to the State Controller, please submit achievement
information on a 3.5 inch diskette and identify the software type and version. For convenience, the diskette can be
separately mailed to: I-lCD Policy Division, 1800 3'~ Street, Sacramento, CA 95814 or data can be ernailed by
attaching the file and sending it to: atorrens(~hcd, ca. gov or rlew~hcdca.gov.
AGENCY INFORMATION
· Project Type (Choose one of the categories below and one kind of assistance representing the primary project type):
New/Additional Units (Previously Unoccupied/Uninhabitable):
New Construction to own
New Construction to rent
Rehabilitation to own
Rehabilitation to rent
Adaptive Re-use
Mixed Use Infill
Mobilehomes/Manufacmred Homes
Mortgage Assistance
Transitional Housing
Other (describe)
Existing Units (Previously Occupied)
Rehabilitation of Owner-Occupied
Rehabilitation of Tenant-Occupied
Acquisition and Rehabilitation to Own
Acquisition and Rehabilitation to Rent
Mobilehomes/Manu factured Homes
Payment Assistance for Owner or Renter
Transitional Housing
Other (describe)
· Agency Name:
· Agency Contact and Telephone Number for the Project:
DESCRIPTION
· Project Name
· Clientele served [owner, renter, income group, special need (e.g. large family or disabled), etc.]
· Number and ~ype of units and location, density, and size of project relative to other projects, etc.
· Degree of affordability/assistance rendered to families by project, etc.
· Uniqueness (land use, design features, additional services/amenities provided, funding sources/collaboration, before/after
project conversion such as re-use, mixed use, etc.)
· Cost (acquisition, clean-up, infrastructure, conversion, development, etc.)
HISTORY
· Timeframe from planning to opening
· Barriers/resistance (legal/financial/community, etc.) that were overcome
· Problems and creative solutions found
· Lessons learned and/or recommendations for undertaking a similar project
AGENCY ROLE AND ACHIEVEMENT
· Degree of involvement with concept, design, approvak financing, construction, operation, and cost. etc.
· Specific agency and/or community goals and objectives met, etc.
California Redevelopment Agencies - Fiscal Year 2002-2003 HCD-C
Sch C/7!W031 Page 7 ofg
SCHEDULE HCD-D1
GENERAL PROJECT/PROGRAM INFORMATION
For each different Project/Program (area/name/aq¥ or nonaqy dev/rental or owner), complete a D1 and applicable D2-D7.
Examples:
~_: 25 minor rehab (Alonagy Der): Area 1:15 Owner; Area 2:6 Rental; & Outside: # Rental. Complete 3 D-ls & 3 D-5s.
2_: 20 sub rehab (nonrestricted): Area 3:4 Agy Dev. Rentals; 16 Nonagy Dev. Rentals. Complete 2 D-ls & 2 D-Ss.
3:15 sub rehab (restricted): Area 4:15 Nonagy Dev, Owner. Complete 1 D-1 & 1 D-3.
4:¢0 new (Outside). 2 Agy Dev (restricted Rental), 8 Nonagy Dev (nonrestricted Owner) Complete 2 D-Is, 1 D-4, & 1 D-5.
Name of Redevelopment Agency: TUSTIN CRA
Identify Project Area or specify "Outside": OUTSIDE
General Title of Housing ProjectJProgram: HERITAGE PLACE TUSTIN
ProjectJProgram Address (optional):
Street: City: ZI~P:
1101 SYCAMORE AVENUE TUSTIN 92780
Owner Name (optional);
Total Project/Program Units: # .54 Restricted Units: # _5.3 Unrestricted Units: # 1
For projectslproRrams w th no RDA assistance~ do not complete any of below or any of HCD D2-D6. Only complete HCD-DT. I
Was this a federally assisted multi-family rental project [Gov't Code Section 65863.10(a)(3)]? [] YES [] NO
Number of units occupied by ineligible households (e.g, ineligible income/# of residents in unit) at FY end #
Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY #
end
Number of units restricted for special needs: (number must not exceed '"Total Project Units") #
Number of units restricted that are serving one or more Special Needs: #__ [] Check, if data not available
(Afore: A unit may serve multiple "Special Needs' below. Sum of all the below can exceed the "Number of Units" above)
# DISABLED (Mental) # FARMWORKER (Permanent) # TRANSITIONAL HOUSING
# DISABLED (Physical) # FEMALE HEAD OF HOUSHOLD # 54 ELDERLY
# FARMWORKER (Migrant) # LARGE FAMILY # EMERGENCY SHELTERS
(4 or more Bedrooms) (allowable use only with "Other Housing
Units Provided - Without LMIHF' Sch-D6)
Affordability and/or Special Need Use Restriction Term (enter day/month/year usin~l digits, e.~l. 0710112002):
Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided
With LMIHF Without LMIHF
Restriction Start Date 5/'2003 5/2003
Restriction End Date 5/2058 5/2058
Funding Sources:
Redevelopment Funds: $ 600,000
Federal Funds $
State Funds: $
Other Local Funds: $ 541. 903
Private Funds: $ 4. 600. 000
Owner's Equity: $ 461,801
TCAC/Federal Award: $
TCAC/State Award: $ 1,614,840
Total Development/Purchase Cost: $ 7~818~544
Check all appropriate form(s) below that will be used to identify all of this Proiect'slProgram's Units:
[] Replacement Housing Units Inclusionary Units: Other Housing Units Provided:
(Sch HCD-D2) [] inside Project Area (Sch HCD-D3) [] With LMIHF (Sch HCD-D5)
[] Outside Project Area (Sch HCD-D4) [] Without LMIHF (Sch HCD-D6)
[] No Aqency Assistance (Sch HCD-D7)
California Redevelopment Agencies - Fiscal Year 200-2003 HCD-Dt
Scb D~ (7/I,'0',
SCHEDULE HCD-D2
REPLACEMENT HOUSING UNITS
(units not claimed on Schedule D-5,6,7)
(restricted units that fulfill requirement to replace previously destroyed or removed units)
Agency: TUSTIN CRA
Redevelopment Project Area Name, or "Outside": OUTSIDE
Affordable Housing Project Name: HERITAGE PLACE TUSTIN
Check only one:
[] inside Project Area [] Outside Project Area
Check only one. If both apply, complete a separate form for each (with another Sch D-l):
[] Aqency Developed [] Non-Agency Developed
Check only one. If both apply, complete a separate form for each (with another Sch D-l):
[] Rental [] Owner-Occupied
Enter the number of restricted replacement units and bedrooms for each applicable activity below:
Note: "lNEL G" refers to a household that is no longer eligible but still a temporary resident and part of the total
A. New Construction:
Elderly Units Non Elderly Units Total Eldedy & Non Elderly Units
VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG.
Count of Bedrooms (e.g.: 1 elderl% low, 2 bdrm unit and 4 uonelderl¥, low~ 2 bdrm units = 10 Iow {2 bdrms x 5)
I Bedroom Unit (1 x # of units) 2 Bedroom Unit (2 x # of units)
VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG.
3 Bedroom Unit (3 x # of units) 4 or more Bedroom Unit (4 x # of units)
VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG.
TOTAL (sum of all unit Bedrooms)
VLOW LOW MOD TOTAL INELG.
Substantial Rehabilitation (Post 03/AB 1290 definition: increased value~ inclusive of land~ is >25%):
Elderly Units Non Elderly Units Total Elderly & Non Elderly Units
VLOW LOW MOB TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG.
Count of Bedrooms (e.g.: I elderl% mod~ 1 bdrm unit and 2 nonelderl% mod, 1 bdrm units = 3 mod (1 bdrms x 3)
I Bedroom Unit (1 x # of units) 2 Bedroom Unit (2 x ~ of units)
VLOW LOW MOD TOTAl_ INELG. VLOW LOW MOD TOTAL INELG.
3 Bedroom Unit (3 x # of units) 4 or more Bedroom Unit (4 x # of units)
VLOW LOW MOD TOTAL INELG.
VLOW LOW MOD .TOTAL INELG.
TOTAL (sum of all unit Bedrooms)
VLOW LOW MOD TOTAL INELG.
California Redevelopment Agencies - Fiscal Year 2002-2003 HCD-D2
Sch D2 (7/1/03[ Pagt' 1 of 2
Agency Name: TUSTIN CRA Housing Project Name: OUTSIDE
SCHEDULE HCD-D2
REPLACEMENT HOUSING UNITS (continued)
Note: "lNELG" refere to a household that is no longer eligible but still a temporary resident and part of the total
C. Non-Substantial Rehabilitation {fulfills Pre 94 Replacement Obli.qation):
Elderly Units Non EldeHy Units Total Elderly & Non Elderly Units
VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG.
Count of Bedrooms (e.g.: 3 nonelderl,~ vlow~ 3 bdrm units and 4 nonelderl¥ 4 bdrm units TOTAL 25 bdrms)
1 Bedroom Unit (1 x # of units) 2 Bedroom Unit (2 x # of units)
VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG.
3 Bedroom Unit (3 x # of units) 4 or more Bedroom Unit (4 x # of units)
VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL tNELG.
TOTAL (sum of all unit Bedrooms)
VLOW LOW MOD TOTAL INELG.
TOTAL UNITS (Add only TOTAL of all "Total Elderly / Non Elderly Units" not bedrooms):
If TOTA£ UNITS is less than "Total Project Units" on HCD Sch D I, report the remaining units as instructed below. I
Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported:
Inclusionary Units Other Housing Units Provided:
[] Inside Project Area (Sch HCD-D3) [] With LMIHF (Sch HCD-D5)
[] Outside Project Area (Sch HCD-D4) [] Without LMIHF (Sch HCD-D6)
[] No Assistance (Sch HCD-D7)
Identify the number of Replacement Units which also have been counted as Inclusionary Units:
Elderly Units Non Elderly Units Total Elderly & Non Elderly Units
VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG VLOW LOW MOD TOTAL INELG.
California Redevelopment Agencies - Fiscal Year 2002-2003 HCD-D2
Sch D2 (7/1/03~ Page.:" o?£
SCHEDULE HCD~D4
INCLUSIONARY HOUSING UNITS (OUTSIDE ALL PROJECT AREAS)
(units not claimed on Schedule D-3,5,6, 7)
(units with required affordability restrictions that agency or community controls)
Agency: TUSTIN CRA
Project Area: OUTSIDE
Affordable Housing Project Name: HERITAGE PLACE TUSTIN
Check only one. If both apply, complete a separate form for each (with another Sch-D1): [] Aqency Developed [] Non-Aqency Developed
Check only one. If both apply, complete a separate form for each (with another Sch-D1):
[] Rental [] Owner-Occupied
Check only one. If both apply, complete a separate form for each (with another Sch-D1):
[] One-to-One Credit [] Two-to-One Credit
(units do not fulfill any (2 units required to fulfill
project area obligation) 1 obligation of any project area)
Note: "INELG" refers to a household that is no longer eligible but still a temporary resident and part of the total
Enter the number of units for each applicable activity below:
A. New Construction:
Elderly Units Non Elderly Units
VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG.
TOTAL Elderly & Non Elderly Units
VLOW LOW MOD TOTAL INELG.
Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): II
Substantial Rehabilitation: (Post-931AB 1290 Definition of Value >25%: Credit for Obligations Since 1994):
Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units
VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG.
__[
Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8):
Other/Substantial Rehabilitation: (Pre-94/AB 1290 Definition: Credit for Obliqations Between 1976 and 1994):
Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units
VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG.
D. Acquisition of Covenants (Post-93/AB 1290 Reform: Only Multi-Family for Vlow & Low & Other
Restrictions):
Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units
VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG.
TOTAL UNITS (Add only TOTAL of all "TOTAL Elderly / Non Elderly Units"):
L~£ TOTAL UNITS is less than "Total Prqlect/Program Units" on HCD Schedule D1, report the remaining units as instructed below.
Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported:
[] Replacement Housing Units [] Inclusionary Units (inside Project Area) Other Housing Units Provided:
(Sch HCD-D2) (Sch HCD-D3) [] With LMIHF (Sch HCD-D5)
[] Without LMIHF (Sch HCD-D6)
[] No Assistance (Sch HCD-D7)
Identify the number of Inclusionary Units which also have been counted as Replacement Units:
Elderly Units Non Elderly Units
VLOW LOW MOD TOTAL INELG, VLOW LOW MOD TOTAL INELG,
California Redevelopment Agencies - Fiscal Year 2002-2003
Sch [)4 (7/I/03;
TOTAL Elderly & Non Elderly Units
VLOW LOW MOD TOTAL INELG,
HOD-D4
SCHEDULE HCD-E
C^LCULATION OF INCREASE IN AGENCY'S INCLUSIONARY OBLIGATION
BASED ON SPECIFIED HOUSING ACTIVITY DURING THE REPORTING YEAR
Agency: TUSTIN CRA
Name of Project or Area (if applicable, list "Outside" or "Summary":
Complete this form to report activity separately by project or area or to summarize activity for the year.
Report all new construction and/or substantial rehabilitation units from Forms D2 through D7 that were:
(a) developed by the agency and/or (b) developed only in a project area by a nonagency person or entity.
PART I [H&SC Section 33413(b)(1)]
AGENCY DEVELOPED UNITS DURING THE REPORTING YEAR
BOTH INSIDE AND OUTSIDE OF A PROJECT AREA
1. New Units Developed by the Agency
2. Substantially Rehabilitated Units Developed by the Agency
3. Subtotal - Baseline of Agency Developed Units (add lines 1 & 2) 0
4. Subtotal of Increased Inclusionary Obligation (Line 3 x 30%) (see Notes ] and 2 below) 0
5. Very-Low Inclusionary Obligation Increase Units (Line 4 x 50%) 0
PART II IH&SC Section 33413(b)(2)]
NONAGENCY DEVELOPED UNITS DURING THE REPORTING YEAR
ONLY INSIDE A PROJECT AREA
6. New Units Developed by Any Nonagency Person or Entity 0
7. Substantially Rehabilitated Units Developed by Any Nona~ency Person or Entity
8. Subtotal - Baseline of Nonagenc¥ Developed Units (add lines 6 & 7)
9. Subtotal of Increased Inclusionary Obligation (Line 8 x 15%) (see Notes 1 and 2 below)
l l 0. Very-Low Inclusionary Obligation Increase (Line 9 x 40%)
PART III REPORTING YEAR TOTALS
11. Total Increase in Inclusionary Obligation (add lines 4 and 9)
12. Very-Low Inclusionary Obligation Increase (add lines 5 and 10) (Line 12 is a subset of Line
NOTES:
1. Section 33413(b)(1), (2), and (4) require agencies to ensure that applicable percentages (30% or 15%) o.[
all (market-rate and affordable) "new and substantially rehabilitated dwelling units" are made available
at affordable housing cost within 10-year planning periods. Market-rate units: units not assisted with
low-mod funds and jurisdiction does not control affordability restrictions. Affordable units: units
generally restricted for the longest feasible time beyond the redevelopment plan's land use controls and
jurisdiction controls affordability restrictions. Agency developed units: market-rate units can not exceed
70 percent and affordable units must be at least 30 percent; however, all units' assisted with low-mod
funds must be affordable. Nonagencv developed (project area) units: market-rate units can not exceed
85 percent and affordable units must be at least 15 percent.
2. Production requirements may be met on a project-by-project basis or' in aggregate within each 10-year
planning period. The percentage of affordable unitx relative to total units required within each l(~-year
planning period may be calculated as follows:
AFFORDABLE units = Market-rate x (.30 or .15) TOTAL units = Marker-rate or Affordable
(. 70 or .85) (. 70 or .85) (.30 or .15)
California Redevelopment Agencies - Fiscal Year 2002-2003
Sch £-I (7/1/03)
HCD-E