HomeMy WebLinkAbout09/07/2010, C2 - RESOLUTION APPROVING A GRANT APPLICATION FOR FIRST-TIME HOMEBUYER DOWN PAYMENT ASSISTANCE PROGRAM council
j, acenda nepont ImmNux 2
C I T Y OF SAN L U IS O B 1 S F 0
FROM: Katie Lichtig, City Manager
Prepared By: Michael Codron, Acting Assistant City Manager
SUBJECT: RESOLUTION APPROVING A GRANT APPLICATION FOR FIRST-
TIME HOMEBUYER DOWN PAYMENT ASSISTANCE PROGRAM
RECOMMENDATION
Repeal Resolution No. 10173 (20 10 Series) and adopt a new resolution authorizing the grant
application for the Cal Home First-Time Homebuyer Program (FTHB).
DISCUSSION
Background
On May 18, 2010, the City Council considered and adopted Resolution No. 10173 (2010 Series)
authorizing an application to the State Department of Housing and Community Development
(HCD) for First-time Homebuyer(CalHome/FTHB) program funds in the amount of$213,450.
During the review of the application and approved resolution, HCD noticed inconsistencies
regarding the program's name referenced in Resolution No. 10173 (2010 Series). The resolution
references in part the BEGIN program instead of CalHome / FTHB. The agency therefore.asked
for a corrected resolution stating the proper program title.
HCD has indicated that the application was accepted and will be processed once the
inconsistencies in the current resolution have been corrected.
FISCAL IMPACTS
The CalHome program is a grant program that does not require a local funding match. Staff has
determined that these programs can be administered using existing staff resources and, therefore,
the programs are not expected to impact the City's General Fund. To the extent that these funds
reduce demand for direct assistance from the City's Affordable Housing Fund, the grants have a
positive short-term fiscal impact on the City's Affordable Housing Fund.
ATTACHMENTS
1. Council Agenda Report—May 18, 2010
2. Resolution No. 10173 (20 10 Series)
3. New Resolution authorizing FTHB application
ZIA-
MACHMENI I
Council
j AGenaa nepont e
CITY OF SAN LUIS O B I S P O
FROM: John Mandeville, Community Development Direct
Prepared By: Michael Codron,Housing Programs Manager
SUBJECT: AUTHORIZE GRANT APPLICATIONS FOR CALHOME BEGIN AND FIRST-
TIME HOMEBUYER DOWN PAYMENT ASSISTANCE PROGRAMS.
RECOMMENDATION
Adopt two resolutions authorizing the proposed grant applications, and authorizing the City
Manager to execute grant related documents,as follows:
1) Authorize the Community Development Department to apply to the California State
Department of Housing and Community Development (HCD) for $631,000 of
BEGIN program fimds for down payment assistance to ten qualified moderate-
income homebuyers in the Housing Authority's Moylan Terrace project; and
2) Authorize the Community Development Department to apply to HCD for$213,450
of First-Time Homebuyer (FTHB) program funding, to provide down payment
assistance to qualified low income homebuyers within the City of San Luis Obispo.
DISCUSSION
Situation
On April 19, 2010, HCD released a series of Notices of Funding Availability(NOFAs) for their
grant programs. The NOFAs include $40 million in new funds for the BEGIN program, and$50
million in funds for other CalHome programs, including the FTHB component. Both programs
provide down payment assistance to first-time homebuyers. The BEGIN program targets specific
projects, whereas FTHB provides funds that can be used by eligible buyers for any housing
project in the City.
The BEGIN program awards jurisdictions for actions that remove regulatory barriers to
development of affordable housing. The Moylan Terrace project will qualify for a grant because
the project received several entitlements, including rezoning, that make affordable housing
feasible on the project site. In addition, the City provided financial assistance to HASLO for
property acquisition, which will add to the overall score of the application. BEGIN funds target
moderate income first-time homebuyers.
FTHB program funds target low income first-time homebuyers. These funds are awarded to
jurisdictions and can be used by qualified first-time homebuyers to purchase any owner-occupied
housing in the City. In practice, housing prices in the City are too high for these funds to bridge
the affordability gap between the low-income affordable price and the market price. As a result,
2 ATTACHMENT 1
CalHome Grant Aonlication Authorization Page 2
these funds are intended to be used to provide down payment assistance for buyers of designated
low-income housing units within the Moylan Terrace project.
Applications Consistent With Grant Management Policy
The City of San Luis Obispo has adopted a grant management policy to insure that new grant
programs are consistent with City goals and that there are sufficient resources to administer funds
awarded through new grant programs (Attachment 1). In this case, the proposed grant-funded
programs would not create a substantial new workload because staff is currently administering a
BEGIN grant made to the Laurel Creek project, which is near completion. FTHB funding is
intended to apply to homes in the City's Long-Term Affordability Program, which already
necessitates substantial City staff involvement.
The City's affordable housing programs are administered by the Housing Programs Manager;
who is already involved in each affordable housing property transaction to certify that buyers
meet all eligibility criteria. Although grant administration for BEGIN and FTHB would add to
the workload,the grant funds would represent an exceptional public benefit by making affordable
housing available to a much larger pool of potential homeowners.
The proposed grants would also improve the City's ability to support affordable housing in the
future because when the down payment assistance is repaid by the homeowner, the funds go into
the City's Affordable Housing Fund to be used for other local housing programs or projects that
are allowed under the CalHome guidelines.
Funding Amounts Requested
1.BEGIN Program
Staff is recommending a grant application in the amount of $631,000, which would provide
sufficient down payment assistance to fund the purchase of 10 units by moderate income, first-
time homebuyers. These ten units would include 5 two-bedroom units and 5 three-bedroom units.
Each two-bedroom unit would include$59,425 of down payment assistance. Each three-bedroom
unit would include $66,775. The table below illustrates how the BEGIN fiords would be used to
make ten market-rate units in the project affordable to moderate-income homebuyers.
Unit Size Moderate Expected Per Unit Number Total
Affordable Price Market Price Subsidy of Units Assistance
Required Assisted
2-bedroom $267,575 $327,000 $59,425 5 5297,125
3-bedroom $309,225 $376,000 $66,775 5 $333,875
Total 10 $631,000
Loans made through the BEGIN program are second, 30-year, mortgages. They earn interest for
the City at 3% simple, and must be paid back when the unit is sold or at the end of the loan term.
The BEGIN program is a grant program and loan proceeds are available to the City for reuse in .
other CalHome eligible projects. Additional program guidelines are attached to this report
(Attachment 2).
cz- 3
ATTACHMENT 9
CalAome Grant Application Authorization Page 3
2. FTHB Program
Staff is recommending a grant application in the amount of$213,450, which will provide down
payment assistance for seven low-income units in the Moylan Terrace project, including 3 one-
bedroom units, 2 two-bedroom units and 2 three-bedroom units. These funds are not intended to
increase the total number of affordable units in the Moylan Terrace project, rather, they are
expected to increase the pool of potential buyers for the low income units already designated in
the project. FTHB down payment assistance would be used to provide up to a 20% down
payment for qualified homebuyers,as illustrated in the following table.
Unit Size Low Income Purchase 20%Down Number of Total
Price Payment Units Assistance
Assisted
1-bedroom $135,900 $27,180 3 $81,450
2-bedroom $153,000 $30,600 2 $61,200
3-bedroom $176,775 1 $35,355 12 1 $70,710
Total 17 J $213,360
Loans made through the FM program are also second, 30-year, mortgages. They earn interest
for the City at 3% simple, and must be paid back when the unit is sold or at the end of the loan
term. The FM program is a grant program and loan proceeds are available to the City for reuse
in other CalHome eligible projects. Grant funding must be expended within 36 months of the
award. The units types and grant amounts listed above are intended to match units available in
the first phases of the development project. Additional FTHB program guidelines are attached to
this report(Attachment 3).
City Manager and Assistant City Manager to Execute Program Related Documents
The attached resolutions provide the City Manager with the necessary authority to execute
program related documents, including a standard agreement and any amendments thereto. The
Assistant City Manager is also specifically authorized to execute BEGIN program related
documents to facilitate program implementation.
FISCAL IMPACTS
The BEGIN and FTHB programs are grant programs that do not require a local funding match.
Staff has determined that these programs can be administered using existing staff resources and,
therefore, the programs are not expected to impact the general fund. To the extent that these
funds reduce demand for direct assistance from the City's Affordable Housing Fund, the grants
have a positive short-term fiscal impact on the Affordable Housing Fund. When the loans are
repaid, they will provide a direct benefit to the Affordable Housing Fund by increasing the
balance of funds available to support affordable housing projects that are consistent with
CalHome program guidelines.
ATTACHMENT
CalHome Grant Application Authorization Page 4
ALTERNATIVES
1. The Council may modify the proposed grant application amounts. This alternative is not
recommended because the identified funding amounts are chosen to comply with program
guidelines, based on the number of units expected to be absorbed during a 36-month
period after a grant award is made.
2. The Council may continue consideration of the recommended grant applications if more
information is needed. Direction should be provided to staff to return to the Council with
the information necessary to make a decision about the proposed grant applications.
ATTACHMENTS
1. City of San Luis Obispo Grant Management.Policy
2. BEGIN Program Guidelines
3. Fl7HB Program Guidelines
4. Resolution authorizing BEGIN application
5. Resolution authorizing FTHB application
G.SCD•PLA"CODRO"ousing\BEGN\HASLD\HASLA(BEGIN CAR).DOC
c�-S
ATTACHMENT2
RESOLUTION NO. 10173 (2010 Series)
A RESOLUTION OF THE CITY OF SAN LUIS OBISPO AUTHORIZING AN
APPLICATION IN THE AMOUNT OF$2139450 TO THE STATE DEPARTMENT OF
HOUSING AND COMMUNITY DEVELOPMENT FOR FIRST TIME HOMEBUYER
PROGRAM FUNDS.
WHEREAS, the City of San Luis Obispo, a charter city and political subdivision of the
State of California, wishes to apply for and receive an allocation of funds through the CalHome
Program; and
WHEREAS, the California Department of Housing and Community Development
(hereinafter referred to as "HCD")has issued a Notice of Funding Availability("NOFA") for the
CalHome Program established by Chapter 84, Statutes of 2000 (SB 1656 Alarcon), and codified
in Chapter 6 (commencing with Sections 50650) of Part 2 of Division 31 of the Health and
Safety Code (the "statute"). Pursuant to the statute, HCD is authorized to approve funding
allocation utilizing monies made available by the State legislature to the CalHome program,
subject to the terms and conditions of the BEGIN Program Guidelines adopted as amended by
HCD in April, 2004; and
WHEREAS, the City of San Luis Obispo wishes to submit an application to obtain from
HCD an allocation of BEGIN Program funds in the amount of$213,450;and
WHEREAS, at the time of application, the City of San Luis Obispo has a Housing
Element that is certified by HCD.
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of San Luis
Obispo as follows:
SECTION 1. Application. The City of San Luis Obispo shall submit to HCD an
application to participate in the BEGIN Program in response to the NOFA issued on April 19,
2010, which will request a funding allocation for the First Time Homebuyer Program in the
amount of$213,450, which may be used (but is not limited to) units designated for low income
households in the Moylan Terrace project, as outlined in the following table:
Unit Size Low Income Purchase 20%Down Number of Total
Price Payment Units Assistance
Assisted
l-bedroom $135,900 $27,180 3 $81,450
2-bedroom $153,000 $30,600 2 $61,200
3-bedroom $176,775 1 $35,355 1 2 1 $70,710
Total 1 7 1 $213,360
SECTION 2. Elipible.Activities. If the application for funding is approved, the City of
San Luis Obispo hereby agrees to use the CalHome funds for eligible activities in the manner
presented in the application as approved by HCD and in accordance with program regulations
cited above. It also may execute any and all other instruments necessary or required by HCD for
participation in the CalHome Program.
R 10173
`D J
ATTACHMENT 2
Resolution No. 10173 (2010 Series)
Page 2
SECTION 3. Authorization. The City of San Luis Obispo authorizes the City Manager or
the Assistant City Manager to execute in the name of the City of San Luis Obispo, the
application, the Standard Agreement, and all other documents required by HCD for participation
in the CalHome program,and any amendments thereto.
Upon motion of Vice Mayor Carter, seconded by Council Member Ashbaugh, and on the
following vote:
AYES: Council Members Ashbaugh, Marx and Settle,Vice Mayor Carter and
Mayor Romero
NOES: None
ABSENT: None
The foregoing resolution was adopted this 18th day of May 2010.
Mayor David F.Romero
ATTEST:
e�L
Elaina Cano
City Clerk
APPROVED AS TO FORM:
r
Christine Dietrick
City Attorney
MACHMEIT3
RESOLUTION NO. XXX (2010 Series)
A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO
AUTHORIZING AN APPLICATION IN THE AMOUNT OF $2139450 TO THE STATE
DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT FOR FIRST
TIME HOMEBUYER PROGRAM FUNDS.
WHEREAS, the City of San Luis Obispo, a charter city and political subdivision of the
State of Califomia, wishes to apply for and receive an allocation of funds through the CalHome
Program; and
WHEREAS, the California Department of Housing and Community Development
(hereinafter referred to as "HCD") has issued a Notice of Funding Availability ("NOFA") for the
CalHome Program established by Chapter 84, Statutes of 2000(SB 1656 Alarcon), and codified
in Chapter 6 (commencing with Sections 50650) of Part 2 of Division 31 of the Health and
Safety Code (the "statute"). Pursuant to the statute, HCD is authorized to approve funding
allocation utilizing monies made available by the State legislature to the CalHome program.
WHEREAS, the City of San Luis Obispo wishes to submit an application to obtain from
HCD an allocation of CalHome Program funds in the-amount of$213,450; and
WHEREAS, at the time of application, the City of San Luis Obispo has a Housing
Element that is certified by HCD.
WHEREAS, the City Council of the City of San Luis Obispo first authorized the
CalHome application on May 18th, 2010, but was asked by HCD to reauthorize the application
because of incorrect references in the previously approved Council Resolution No. 10173 (2010
Series); and
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of San Luis
Obispo as follows:
SECTION 1. Application. The City of San Luis Obispo shall submit to HCD an
application to participate in the CalHome Program in response to the NOFA issued on April 19,
2010, which will request a funding allocation for the First Time Homebuyer Program in the
amount of$213,450, which may be used (but is not limited to) units designated for low income
households in the Moylan Terrace project, as outlined in the following table:
Unit Size Low Income Purchase 20% Down Number of Total
Price Payment Units Assistance
Assisted
1-bedroom $135,900 $27,180 3 $81,450
2-bedroom $153,000 $30,600 2 $61,200
3-bedroom $176,775 $35,355 2 $70,710
$213,360
_ . *. 7
Total
R
oZ 15
O ATTACHMENT 3
Resolution No. (2010 Series)
Page 2
SECTION 2. Eligible Activities. If the application for funding is approved, the City of
San Luis Obispo hereby agrees to use the CalHome funds for eligible activities in the manner
presented in the application as approved by HCD and in accordance with program regulations
cited above. It also may execute any and all other instruments necessary or required by HCD for
participation in the CalHome Program.
SECTION 3. Authorization. The City of San Luis Obispo authorizes the City
Manager or the Assistant City Manager to execute in the name of the City of San Luis Obispo,
the application, the Standard Agreement, and all other documents required by HCD for
participation in the CalHome program, and any amendments thereto.
Upon motion of , seconded by ,
and on the following vote:
AYES:
NOES:
ABSENT:
The foregoing resolution was adopted this 7th day of September, 2010:
Mayor David F. Romero
ATTEST:
Elaina Cano, City Clerk
AP EDA TO FO
Ir
Christine Dietrick, City Attorney
cam- �