HomeMy WebLinkAbout04 TUSTIN HOUSING AUTHORITY ANNUAL MEETING AND REPORT DocuSign Envelope ID: D7F3131 B8-F671-4BAF-B089-C5AD160135C913
Agenda Item 4
�— Reviewed: DS
AGENDA REPORT City Manager
Finance Director N/A
MEETING DATE: SEPTEMBER 21 , 2021
TO: MATTHEW S. WEST, CITY MANAGER & HOUSING AUTHORITY
EXECUTIVE DIRECTOR
FROM: TUSTIN HOUSING AUTHORITY
SUBJECT: TUSTIN HOUSING AUTHORITY ANNUAL MEETING AND
ANNUALREPORT
SUMMARY
Pursuant to the Tustin Housing Authority Bylaws and State of California Housing
Authorities Law of the California Health and Safety Code Section 34328, the Tustin
Housing Authority ("Housing Authority") is holding an annual meeting in order to receive
and file the annual report of its activities for the preceding fiscal year.
RECOMMENDATION
The Tustin Housing Authority Commissioners take the following actions:
• Receive and file the Annual Report for Fiscal Year ("FY") 2020-2021 and transmit
such report to the Tustin City Council.
The City Council take the following actions:
• Receive and file the Housing Authority's Annual Report for FY 2020-2021.
• Direct that a copy of the Housing Authority's Annual Report for FY 2020-2021 be
filed with the City Clerk and ex-officio Clerk of the City Council of the City of Tustin
and the California State Department of Housing and Community Development.
FISCAL IMPACT
The only fiscal impact of this action has been the staff time necessary to prepare the
annual report. Pursuant to Section 34328.1 , the Department of Housing and
Community Development could request the Housing Authority reimburse the
department for the cost of processing the report. The Housing Authority is requesting
relief from this requirement and has been granted relief in prior year filings.
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CORRELATION TO THE STRATEGIC PLAN
The Housing Authority Annual Report documents how the provision of and management
of Tustin's affordable housing contributes to Goal A of the City's Strategic Plan,
enhancing the vibrancy and quality of life in all neighborhoods and areas of the
community.
BACKGROUND/DISCUSSION
The California Housing Authorities Law of the California Health and Safety Code
Section 34328 ("HSC") requires the Housing Authority submit to the legislative body and
the California State Department of Housing and Community Development ("HCD") an
annual report for the preceding fiscal year.
On March 15, 2011 , the City Council approved Resolution No. 11-20 establishing the
Tustin Housing Authority ("Housing Authority") in accordance with the California
Housing Authorities Law ("CHAL"). On April 19, 2011, the Housing Authority
Commissioners ("Commissioners") adopted Resolution HA No. 11-01 approving the By-
Laws for the Housing Authority. On January 17, 2012, the Commissioners adopted
Resolution HA No. 12-01, approving the assumption of housing assets and functions
previously performed by the former Tustin Community Redevelopment Agency
("Agency"). The assumption of assets and functions became effective February 1,
2012.
In accordance with Section 34328 of CHAL, the Housing Authority shall annually file on
the first day of October with the City Clerk and HCD a complete report of its activities for
the preceding year. The report shall contain information adequate for the City and HCD
to determine the requirements of Section 34312.3 have been met for any activity
undertaken pursuant to that section and those requirements are identified below. The
report shall also make either directly or through any national, regional, or state housing
association or organization of which it may be a member, recommendations with
reference to additional legislation or other action which it deems necessary to carry out
the purposes of CHAL. As a result of assuming the Agency's assets and functions, the
report is broken out into two sections. Section One provides data as required under
Section 34328.1 and outlines compliance with Section 34312.3. Section Two lists the
activities associated with the assumption of the Agency's housing assets and functions.
Pursuant to Section 34328.1 of CHAL, Section One of the annual report contains the
following:
1 . Recommendations for needed legislation to carry on properly a program of housing
and community development in this state.
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2. Data on terminations of tenancies of victims of domestic violence in housing
authority units, and terminations of Section 8 vouchers of victims of domestic
violence.
a. The data shall be included in all cases where a notice of termination was given,
regardless of whether the termination was based in whole or in part on activity
related to the domestic violence, and whether the notice resulted in the victim
vacating the premises or actual termination of the voucher.
b. For each termination, the report shall briefly specify steps taken, if any, by the
authority to address the situation or assist the victim prior to the termination,
and, if known, the subsequent housing obtained by the victim. If no steps were
taken, the authority may include an explanation of why none were deemed
necessary.
c. The report shall include data on terminations of all victims of domestic violence,
as reported or known to the authority, its employees, or agents, whether or not
an arrest was made or any report was filed.
d. The report may include any other information regarding domestic violence
victim terminations deemed relevant by the authority.
e. For purposes of this section, "domestic violence" has the meaning set forth in
Section 6211 of the Family Code.
3. Pursuant to Section 34328, the Housing Authority's annual report shall contain
information adequate for the City and HCD to determine the requirements of
Section 34312.3 have been met for any activity undertaken pursuant to that
section. In accordance with Section 34312.3, the Housing Authority may do any of
the following and report accordingly:
a. Issue revenue bonds for the purpose of financing the acquisition,
construction, rehabilitation, refinancing, or development of multifamily rental
housing and for the provision of capital improvements in connection with and
determined necessary to the multifamily rental housing.
b. Make or undertake commitments to make construction loans and mortgage
loans to finance the acquisition, construction, rehabilitation, refinancing, or
development of multifamily rental housing.
C. Purchase or undertake, directly or indirectly through lending institutions,
commitments to purchase, construction loans, and mortgage loans originated
in accordance with a financing agreement with the authority to finance the
acquisition, construction, rehabilitation, refinancing, or development of
multifamily rental housing or make loans to lending institutions under terms
and conditions which, in addition to other provisions determined by the
authority, shall require the lending institutions to use the net proceeds of the
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loans for the making, directly or indirectly, of construction loans or mortgage
loans to finance the acquisition, construction, rehabilitation, refinancing, or
development of multifamily rental housing.
4. Any activities where the authority developed, rehabilitated, or financed housing
projects or participated in the development, rehabilitation, or financing of housing
projects; or purchased, sold, leased, owned, operated, or managed housing
projects so assisted, subject to all of the requirements of Section 34312.3 shall be
reported.
5. A reporting breakdown of occupancy by income levels and rents for housing
projects assisted by the authority that demonstrate compliance with the following:
a. Not less than 20 percent of all units in housing projects are available for
occupancy on a priority basis to persons of low income and base rents are
adjusted for household size, as determined pursuant to Section 8 of the
United States Housing Act of 1937 (42 U.S.C. Sect 1437f) or its successor.
b. Not less than one-half of the units are occupied by, or made available to very
low-income households, as defined by Section 50105 and rental payments for
those units do not exceed the amount derived by multiplying 30 percent times
50 percent of the median adjusted gross income for Orange County, adjusted
for family size.
6. Any indebtedness incurred pursuant to a mortgage loan finance under the terms of
Section 34312.3 that is subject to acceleration and the balance owing declared
immediately due and payable upon any sale of an owner-occupied residence to a
purchaser who does not meet the required qualifications for borrowers as
established by the authority.
7. Certification the authority is requiring the owners of housing projects assisted
pursuant to Section 34312.3 to accept as tenants, on the same basis as all other
prospective tenants, in the units reserved for very low-income households, any
very low income households who are recipients of federal certificates for rent
subsidies pursuant to the existing program under Section 8 of the United States
Housing Act of 1937 (42 U.S.C. Sec. 1437f), or its successor. The authority shall
not permit selection criteria to be applied to Section 8 certificate holders that is any
more burdensome than the criteria applied to all other prospective tenants.
8. Certification that no resident in housing units assisted pursuant to Section 34312.3
shall be denied continued occupancy or ownership because, after admission, the
resident's family income increases to exceed the eligibility level. However, the
authority shall ensure that percentage requirements of this section shall continue to
be met by providing the next available unit or units to persons of low income or by
taking other actions to satisfy the percentage requirements of this section.
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9. In determining whether the percentage requirements of subdivision (c) have been
achieved, the following terms and conditions shall be applied:
a. The requirement that 20 percent or 15 percent, as the case may be, of the
housing units assisted by an authority pursuant to this section shall be
available on a priority basis, or occupied by, households whose adjusted
gross income does not exceed the applicable limits prescribed by subdivision
(c) shall apply to the aggregate number of units assisted by an authority
pursuant to this section.
b. This section applies only to housing units first assisted after January 1 , 1983,
and the percentage requirements of subdivision (c) shall be complied with by
January 1, 1986, and on January 1 of each even-numbered year thereafter.
C. The percentage requirements of subdivision (c) shall be achieved within each
of the following categories: (1) rental housing developments; (2)
homeownership developments; and (3) rehabilitation financing. Housing units
provided by rehabilitation financing shall not be counted within either of the
first two categories.
10. Units required to be reserved for occupancy by subdivision (c) and financed with
the proceeds of bonds issued on or after January 1 , 1986, shall remain occupied
by, or made available to, those persons until the bonds are retired.
11 . Multifamily rental housing financed pursuant to Section 34312.3 shall not be
subject to the requirements of subparagraph (B) of paragraph (1) and paragraph
(2) of subdivision (c), and the requirements of subdivision (d), if all of the following
requirements are fulfilled:
a. The housing authority offers each tenant a homeownership opportunity when
the bonds are retired.
b. A special trust fund or account which is funded with bond issuance proceeds
or developer contributions, or both, is established no later than the time the
multifamily rental housing is first occupied. The initial funding of the account
shall be no less than 5 percent of the face value of the bonds issued for the
multifamily rental housing project. Upon repayment of the bonds, these
funds, and all interest accruing thereon, less any amounts necessary to pay
outstanding claims, shall be used to assist housing units for persons of very
low income.
C. The requirements of subparagraph (A) of paragraph (1) and subparagraph (A)
of paragraph (2) of subdivision (c) shall remain in effect for the periods
required by Section 103(b)(12)(B) of Title 26 of the United States Code.
12. It is the intent of the California State Legislature, and the Legislature declares, that
housing authorities are the local entities with primary responsibility for providing
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housing for low-income and very low-income households within their jurisdictions.
However, recognizing that housing projects only for low-income households cannot
be adequately assisted or developed with currently available funds, and that
excess funds from housing projects assisted pursuant to this section can be
utilized to further assist in the provision of housing for lower income households, it
is the intent of the Legislature that the authorization of this section is to be used to
enhance and supplement the traditional housing authority role of providing housing
only for low-income households.
13. The authority shall provide the Department of Housing and Community
Development funds as requested by the department to reimburse the department
for the cost of processing the report required by this section.
ANALYSIS
Section One provides two (2) legislative recommendations and there are no activities to
report as it relates to the Housing Authority financing and/or purchasing rental housing
projects. In addition, the Housing Authority does not own any rental housing projects
and, as a result, does not have anything to report on tenant data. Section Two
highlights Housing Authority activities, which include: 1) managing the resales,
refinances, and annual monitoring of 279 affordable ownership units; 2) monitoring
affordable rental developments; and 3) overseeing the Tustin Temporary Emergency
Shelter and other homeless housing activities.
Upon approval of the recommended actions, the Housing Authority's FY 2020-2021
Annual Report will be submitted to the California Department of Housing and
Community Development prior to October 1, 2021.
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cuSigned by: DocuSigned by:
Christopher Koster Jerry Craig
Director of Economic Development Deputy Director of Business Services &
Tustin Housing Authority Housing
Tustin Housing Authority
DocuSigned�bly:
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Janine ernandez
Management Assistant
Tustin Housing Authority
Attachment: Tustin Housing Authority FY 2020-2021 Annual Report
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HISTORY
BUILDING OUR FUTURE
HONORING OUR PAST
TUSTIN HOUSING AUTHORITY
ANNUAL REPORT
FY 2020-2021
TUSTIN HOUSING AUTHORITY
FY 2020 - 2021
ESTABLISHED
The Tustin Housing Authority ("Housing Authority") was established on March 15, 2011
and the By-Laws were adopted on April 19, 2011 . On January 17, 2012, pursuant to
California Health and Safety Code Section 34176, the Housing Authority assumed all
housing assets and functions previously performed by the former Tustin Community
Redevelopment Agency ("Agency"). The assumption of assets and functions became
effective February 1 , 2012.
ANNUAL REPORT
In accordance with Section 34328 of California Housing Authorities Law ("CHAL"), the
Housing Authority is filing on the first day of October with the City Clerk and with the
Department of Housing and Community Development ("HCD") a complete report of its
activities for the preceding year. The report is broken out into two sections: 1) compliance
information adequate for the City of Tustin ("City") and HCD to determine the
requirements of Section 34312.3 have been met for any activity undertaken pursuant to
that section; and 2) a breakdown of activities associated with the assumption of housing
assets and functions from the former Agency.
SECTION ONE shall also make either directly or through any national, regional, or state
housing association or organization of which it may be a member, recommendations with
reference to additional legislation or other action which it deems necessary to carry out
the purposes of CHAL.
SECTION ONE — COMPLIANCE WITH CHAL
Pursuant to Section 34328.1 of CHAL, the annual report contains the following:
1 . Recommendations for needed legislation to carry on properly a program of housing
and community development in this state.
a. Currently, the Surplus Land Act (SLA) Legislation, Density Bonus Law, the
Housing Element/Regional Housing Needs Assessment (RHNA) do not
account for California Tax Credit Allocation Committee (TCAC)very low and
low income units in the same manner. In most cases, TCAC very low and
low income units are not considered very low and low income units under
SLA and Density Bonus Law, especially in high-income counties like
Orange County. It is possible TCAC very low income units "might" meet low
income requirements for SLA and Density Bonus Law and low income units
do not meet SLA and Density Bonus law requirements in Orange County.
The Housing Element and RHNA do recognize TCAC very low and low
income units as such and it is our recommendation SLA and Density Bonus
Law should do the same. Developing affordable housing has many
challenges and without consistent definitions for very low and low income
units across all affordable housing legislative requirements and funding
sources, the development of affordable housing becomes even more
challenging.
b. With the recent passage of Assembly Bill 1486 — amending the Surplus
Land Act, military base properties are now subject to SLA legislation without
regard for the large infrastructure investment needed to redevelop a former
military base. TCAC has previously established categories in their proposal
scoring system that awards bonus points for projects meeting the criteria
within that category. The Tustin Housing Authority recommends TCAC
create a former military base category, which awards bonus points in the
scoring of an affordable housing project proposed on a former military base.
2. Data on terminations of tenancies of victims of domestic violence in housing
authority units, and terminations of Section 8 vouchers of victims of domestic
violence.
a. The Housing Authority does not currently own or operate housing authority
units or issue Section 8 vouchers. As a result, the authority does not have
any data to report.
3. Pursuant to Section 34328, the annual report contains information adequate for the
City and HCD to determine that the requirements of Section 34312.3 have been met
for any activity undertaken pursuant to that section.
a. The Housing Authority did not issue revenue bonds, make or undertake
commitments, or purchase or undertake commitments associated with
multifamily rental housing.
4. Any activities where the authority developed, rehabilitated, or financed housing
projects or participated in the development, rehabilitation, or financing of housing
projects, or purchased, sold, leased, owned, operated, or managed housing projects
so assisted, are subject to all of the requirements of Section 34312.3.
a. The Housing Authority does not have any activity to report.
5. A reporting breakdown of occupancy by income levels and rents for housing projects
assisted by the authority that demonstrate compliance.
a. The Housing Authority does not have any activity to report.
6. Any indebtedness incurred pursuant to a mortgage loan finance under the terms of
Section 34312.3 that is subject to acceleration and the balance owing declared
immediately due and payable upon any sale of an owner-occupied residence to a
purchaser who does not meet the required qualifications for borrowers as
established by the authority.
a. The Housing Authority does not have any activity to report.
7. Certification that the authority shall require the owners of housing projects assisted
pursuant to Section 34312.3 to accept as tenants, on the same basis as all other
prospective tenants, in the units reserved for very low income households, any very
low income households who are recipients of federal certificates for rent subsidies
pursuant to the existing program under Section 8 of the United States Housing Act
of 1937 (42 U.S.C. Sec. 1437f), or its successor. The authority shall not permit
selection criteria to be applied to Section 8 certificate holders that is any more
burdensome than the criteria applied to all other prospective tenants.
a. The Housing Authority does not have any activity to report.
8. A determination that no resident in housing units assisted pursuant to Section
34312.3 was denied continued occupancy or ownership because, after admission,
the resident's family income increased to exceed the eligibility level. However, the
authority shall ensure that percentage requirements of this section shall continue to
be met by providing the next available unit or units to persons of low income or by
taking other actions to satisfy the percentage requirements of this section.
a. The Housing Authority does not have any activity to report.
9. A determination in whether the percentage requirements of subdivision (c) of Section
34312.3 have been achieved.
a. The Housing Authority does not have any activity to report.
10. Units required to be reserved for occupancy by subdivision (c) and financed with the
proceeds of bonds issued on or after January 1 , 1986, shall remain occupied by, or
made available to, those persons until the bonds are retired.
a. The Housing Authority does not have any activity to report.
11 . Determination that multifamily rental housing financed pursuant to Section 34312.3
is not subject to the requirements of subparagraph (B) of paragraph (1) and
paragraph (2) of subdivision (C), and the requirements of subdivision (D), as a result
of fulfilling all requirements.
a. The Housing Authority does not have any activity to report.
12. It is the intent of the Legislature, and the Legislature declares, that housing
authorities are the local entities with primary responsibility for providing housing for
low income and very low income households within their jurisdictions. However,
recognizing that housing projects only for low income households cannot be
adequately assisted or developed with currently available funds, and that excess
funds from housing projects assisted pursuant to this section can be utilized to
further assist in the provision of housing for lower income households, it is the intent
of the Legislature that the authorization of this section is to be used to enhance and
supplement the traditional housing authority role of providing housing only for low
income households.
a. On February 1 , 2012, the Housing Authority assumed all housing assets
and functions previously performed by the former Agency. SECTION TWO
details the expanded role the Housing Authority has assumed.
13. The authority shall provide HCD funds as requested by the department to reimburse
the department for the cost of processing the report required by this section.
a. The Housing Authority has not participated in the construction or acquisition
of housing projects as defined by CHAL and the lack of activity is reported
in Section One accordingly. As a result, the Housing Authority is requesting
relief from HCD's requirement that the authority reimburse the department.
SECTION TWO —ASSUMPTION OF AGENCY ASSETS & FUNCTIONS
Effective February 1 , 2012, the Housing Authority assumed the housing assets and
functions of the former Agency. The assumption included three hundred five (305)
covenant-restricted affordable housing ownership units, two (2) covenant-restricted
senior affordable housing rental projects and two (2) loan-restricted affordable housing
rental four-plexes. In FY 2012-2013, the homeowner of one (1) covenant-restricted
ownership unit paid off their first-time homebuyer loan, thus removing the affordability
restrictions. In FY 2015-2016, sixteen (16) affordable housing covenants expired in the
Tustin Grove development. On June 7, 2016, the Housing Authority Commission
authorized the sale of two (2) Authority-owned affordable homes at market rate. One (1)
of the units was acquired in order to cure an affordable moderate income homeowner's
default and the second was acquired during a Trustee's Sale. The two (2) units were
listed for sale in FY 2015-2016, both units sold, at market rate in FY 2016-2017. In FY
2016-2017, five (5) affordable housing covenants expired in the Ambrose Lane
development. During FY 2017-2018, two (2) Authority-owned affordable homes were
acquired in a Trustee's Sale, one (1) sold in FY 2017-2018 and the other sold in FY 2018-
2019, as authorized by the Housing Authority Commission, at market rate. As of the
reporting date, the Housing Authority is managing 279 covenant-restricted affordable
housing units. The functions the Housing Authority assumed are detailed in the following
FY 2020-2021 activities report:
1. The Housing Authority assisted five (5) existing homeowners sell their affordable
housing units to income-eligible homeowners. Functions included the following:
a. Provided existing homeowners with the maximum affordable sales price.
The Housing Authority prepared maximum affordable sales price quotes for
twenty-two (22) homeowners who were considering selling their home; and
b. Reviewed required application documents to determine income-eligibility of
prospective homebuyers; and
c. Reviewed title reports, appraisals, and purchase documentation in order to
calculate the "silent second" the City would record against the property; and
d. Prepared affordable housing documents for signature by both parties; and
e. Followed up with the escrow company to insure all affordable housing
documents were recorded against the property as prepared.
In addition to affordable ownership sales activity, the Housing Authority assumed
the functions of administering the Residential Rehabilitation Program and facilitating
new affordable ownership purchases. As a result of the passage of AB1X 26, the
State eliminated funds for the Residential Rehabilitation Program. All housing
developments, which included affordable housing ownership units, have been
completed and the affordable housing units were sold prior to FY 2020-2021 . There
are currently no affordable housing ownership units planned for construction. The
following table summarizes activity by income category for New Purchase, Resale
and Rehab activity:
OWNERSHIP
Income Level New Purchases Resales Rehab TOTAL
Very Low Income 0 1 0 1
Low Income 0 2 0 2
Moderate Income 0 2 0 2
TOTAL 0 5 0 5
2. The Housing Authority assisted thirty-three (33) affordable homeowners refinance
their existing mortgage by subordinating the City's Silent Second to the new first
mortgage. Twenty-eight (28) affordable homeowners successfully refinanced their
mortgage, resulting in an average savings of $90.59 per month. Fourteen (14) of
the twenty-eight (28) reduced their loan term from 30 years to either 20, 15 or 10
years.
3. The Housing Authority is responsible for monitoring the affordability restrictions
recorded against the 279 affordable ownership units located within five (5) housing
developments. As a result of each development's different monitoring criteria, the
Housing Authority mailed out two hundred fifty-four (254) "Annual Owner
Certification" forms prior to the end of FY 2020-2021. Homeowners must initial and
sign the forms and submit requested documentation.
4. Of the 279 units, the Housing Authority assumed eighteen (18) transitional housing
units with three (3) non-profit agencies: Human Options, Inc.; Salvation Army; and
OC Gateway to Housing, managing six (6) units each. As part of the Housing
Authority's annual monitoring, the Authority requests an annual report from each of
the agencies. The following is a combined summary of the activity that occurred in
FY 2020 - 2021 :
TRANSITIONAL HOUSING
Adults 18-62 Adults 62+ Children 0-18 Disabled
Total# Men Women Men Women Preschool School
Families served in FY 2020/2021 51 5 48 0 0 37 65 10
Families currently being served as of June 22 2 20 0 0 14 16 0
30,2021.
PERMANENT HOUSING
Ownership Rental
Total# Subsidized Unsubsidized Subsidized Unsubsidized
Families moved into permanent housing 20 0 1 6 13
Families moved in with other family 1
Families moved for other reasons 8
EMPLOYMENT
Total# Total# Total#
Employed before entering the program Obtained Employment during the Lost job while in the program and
36 program 9 currently unemployed 5
Lost job while in the program but found a 6 Unemployed throughout the 7 Received a promotion while in 5
new one program the program
Received a raise while in the program Average%Income increase while Received a pay
7 353%in the program reduction while in the program 2
EDUCATION
Total# Total# Total#
Attending College before entering the Enrolled in College during the Received a college degree or
program 3 program 2 certificate 4
Enrolled in a trade school or other Adults completed GED or obtaining Children completed GED or
specialized training during the program 6 HS Diploma during the program 0 obtaining HS Diploma during the 4
program
Enrolled into a GED program during the Preschoolers enrolled in an Early Preschoolers in child care
program 0 Start or Head Start program 27 31
COUNSELING
Total# Total# Total#
Families receiving counseling/life skills Adults receiving counseling/life Children receiving counseling
training during the program 11 skills 14 during the program 17
during the program
Total Hours 286 Total Hours 248 Total Hours 117
5. The Housing Authority assumed the functions of monitoring the two (2) covenant-
restricted senior affordable housing rental projects (Heritage Place and Coventry
Court) and two (2) loan-restricted affordable housing four-plexes. There are fifty-
three (53) affordable units (17 — very low; and 36 — low) and one (1) manager's unit
at Heritage Place. As of June 30, 2021 , 16 very low and 35 low units were leased.
At Coventry Court, one hundred fifty-three (153) of the two hundred forty (240) units
are affordable (36 — very low; 61 — low; and 56 — moderate). As of June 30, 20217
36 very low, 61 low, and 55 moderate affordable units were leased. As a result of
the passage ofAB1X 26, the State eliminated funds forthe Residential Rehabilitation
Program.
6. During FY 2014 — 2015, two covenant-restricted affordable housing rental projects
in Tustin Legacy (Amalfi and Anton Legacy) began leasing. During FY 2015-2016,
the Housing Authority assumed the functions of monitoring both projects. At Amalfi,
thirty-seven (37) of the five hundred thirty-three (533) units are moderate-income,
affordable units. As of June 30, 2021, 36 units were leased. There are two hundred
twenty-five (225) affordable units (88 - very low; 73 — low; and 64 — moderate) at
Anton Legacy. As of June 30, 2021 , 83 very low, 72 low, and 58 moderate units
were leased. The following table summarizes activity by income category for Rental
Housing activity:
RENTAL HOUSING
Income Level Rehab Senior Family
Very Low Income 0 52 83
Low Income 0 96 72
Moderate Income 0 55 94
TOTAL 0 203 249
7. As identified in the City's 2008-09/2017-18 Comprehensive Affordable Housing
Strategy, there were two hundred seventy-seven (277) affordable rental units in
Tustin which were at-risk due to expiring affordability restrictions. These units are
not restricted by agreements with the Housing Authority and are not part of the
Housing Authority's affordable rental inventory but they are restricted through
agreements with State and Federal agencies. In November 2013, the affordability
restrictions associated with the Irvine Company Apartment Communities' Rancho
Alisal, Rancho Maderas and Rancho Tierra expired, allowing one hundred
seventy-seven (177) affordable rental units to convert to market rate. The plan to
preserve affordability outlined in the Housing Strategy was not viable with the
Dissolution of Redevelopment and the recapture by the State of the Housing
Authority's Low and Moderate Income Housing Fund Balance. Affected renters
were referred to the County of Orange Affordable Housing Rental List as well as
encouraged to place their names on interest lists for Amalfi and Anton Legacy
Apartments. We continue to monitor the remaining 100 units which are at risk.
8. The former Tustin Community Redevelopment Agency purchased two (2) four-
plexes with low and moderate income housing funds in 2000, then sold them to the
City in 2010. The City and the Housing Authority, which had been managing the
units since the Dissolution of Redevelopment, and the Orange County Rescue
Mission (OCRM) developed a proposal for OCRM to purchase the four-plexes for
the purpose of providing services to homeless veterans. On December 16, 2014,
the City Council approved the proposal to convey the two (2) City-owned four-plexes
to OCRM for homeless Veterans' housing. On February 10, 2015, the sale was
executed. In June of 2016, OCRM completed the rehabilitation of the units and, on
July 26, 2016, the first twenty-one (21) of twenty-six (26) homeless veterans moved
in to their new home at the Tustin Veterans Outpost.
As part of the annual monitoring, the Housing Authority requests an annual report
from OCRM. The following is a summary of the activity occurring in FY 2020 - 2021:
VETERANS FAMILY MEMBERS
Men Women Spouses Children
Total Disabled Disabled
Veterans currently
being served as of 10 7 1 1 1 3 7
June 30, 2021
Veterans Served in FY
2020-2021 20 13 3 3 1 5 7
EMPLOYMENT
Employed before 2 Obtained 9 Received a 3
entering the program employment during promotion or
the program pay raise
while in
program
EDUCATION
Obtained a trade school 1 Children attended school during 4
certificate during the program the program
HOUSING
Transitioned into 0 Transitioned into 0 Transitioned 7
permanent market rate permanent into stable
housing subsidized or housing
affordable housing
Transitioned into a higher level 1 Transitioned into a lower level of 2
of care care
SERVICES
Bed nights provided 5,685
Meals provided 17,052
Individual counseling sessions provided 1,440
Group counseling sessions provided 628
Mental health counseling sessions provided 472
Veterans enrolled in healthcare (VA benefits/Medi-Cal) 20
Legal consultation sessions provided 4
Community resource referrals provided 2
9. In September 2018, the City Council adopted the Voluntary Workforce Housing
Incentive Program, an inclusionary housing and in-lieu fees policy, brought forward
by the Housing Authority. The policy requires developers to create affordable
housing and/or pay an in-lieu fee towards the creation of affordable housing within
the Downtown Commercial Core Plan and the Red Hill Specific Plan. Through June
30, 2021 , $1,979,632.17 in in-lieu fees have been collected under the policy. Two
major opportunities for these funds will be 1) to provide the gap financing necessary
to support the financeability of a 100% affordable housing project and 2) to preserve
affordable housing units at-risk due to expiring affordability covenants.
10. On July 5, 2016, the City and the Housing Authority entered into a Disposition and
Development Agreement (DDA) with Habitat for Humanity of Orange County
("Habitat"). In FY 2017-2018 the City conveyed a City-owned, R3-zoned lot to
Habitat for the purpose of building two (2) affordable units to be sold to income-
eligible Veterans. Construction of the two homes began in FY 2017-2018. In FY
2018-2019, construction was completed and two Veteran families moved in to their
new homes in December 2018.
11 . On November 6, 2018, the City and the Housing Authority entered into an Exclusive
Negotiation Agreement with Family Promise of Orange County to build the "House
of Ruth", a seven-unit transitional housing apartment development for homeless
families. On February 18, 2020, the City Council approved a Disposition and
Development Agreement with Family Promise. Family Promise, along with their
partner HomeAid Orange County, are currently raising the necessary funds to
construct and operate the project.
12. On January 15, 2019, the Housing Authority entered into an agreement with
Temporary Shelter Inc., to operate the Tustin Temporary Emergency Shelter
("TTES"), a low-barrier, fifty-seven (57) bed shelter serving homeless with ties to
Tustin. TTES opened on March 18, 2019 and, as of June 30, 2021 , there were forty-
two (42) guests. During FY 2020-2021, TTES sheltered one hundred four (104)
guests and, of the one hundred one (101) exits, thirty-four (34) guests transitioned
positively into more stable housing.