HomeMy WebLinkAboutRDA AG PKT 2004-02-23 #B AGENDA REPORT
DATE: February 23, 2004
TO: Chairperson and Members of the Redevelopment Agency
THRU: John B. Bahorski, Executive Director
FROM: Lee Whittenberg, Director of Development Services
SUBJECT: HOME IMPROVEMENT PROGRAM STATUS REPORT
SUMMARY OF REQUEST:
Receive and File Staff Report.
BACKGROUND:
This Staff Report updates information presented to the Agency on August 25, 2003
regarding the status of the Home Improvement Program.
At the August 25, 2003 Agency meeting the Redevelopment Agency was informed that it had
obligated all available funds for the various rehabilitation loan and grant programs and
mortgage assistance programs. Thus, the Agency would not be able to authorize funding of
any pending applications until further notice.
It was indicated at the August 25, 2003 Agency meeting that since the program inception,
funds for these programs have always been available on a first -come, first serve basis. Due
to the large number of applications that had been received, the state budget crisis and the
delay in the State funding of a loan, there are no available un- obligated funds at the present
time.
Home Improvement Program Summary — February 18, 2004
Provided below is a summary of the current status of the program, including both
Mortgage Assistance and Home Improvement program components:
Mortgage Assistance Program Loans:
Number of Loans Funding Amount
Loans Closed - 3 $ 84,800
Pending Loans — 0 - 0 -
RDA It8m B
Z:\My Documents \RDA \Home Imp Program Procedures \Program Status Report 2.RDA Staff Report.doc \LW\02 -18 -03
Home Improvement Program Status Report
Redevelopment Agency Staff Report
February 23, 2004
Home Improvement Program Loans:
Number of Loans Funding Amount
Loans Closed —9 $ 230,152
Loans under Construction/Funded — 10 $ 573,968
Loans on Suspension — 11 $ 570,000
CalHome Program Status (State of California Department of Housing and Community
Development):
At the August 25, 2003 Agency meeting staff was authorized to submit an application for
funding through the CalHome Program, and an application for $498,000 was submitted to
the state in October 2003.
The City has received formal notice from the California Department of Housing and
Community Development that our application for Owner - Occupied Housing
Rehabilitation funding assistance was 'not approved. A total of 102 applications for a
funding level of $56.8 million were received by the State. The State ultimately funded 72
applications at an expanded funding level of $39.7 million. The State received requests
for funding that exceeded the available program funds by $17.1 million, our application
being one of the un- funded applications.
MPROP Loan Status:
At this time the remaining potential funding source for the continuation of all of the various
grant, loan and mortgage assistance programs is the potential approval of an " MPROP" loan
by the State of California. At the time the Agency issued bonds to provide financing of the
acquisition of the Seal Beach Trailer Park, the State offered a $1,000,000 loan to assist in the
purchase. Due to processing time, the Agency contributed a $1,000,000 "bridge loan" to
complete the purchase, with the understanding that, when and if the MPROP loan funded,
such funds would be used to repay the Agency the bridge loan. At this time it is extremely
uncertain as to the potential of the Agency to ever receive those funds.
The approval of the MPROP Loan is contingent upon approval by 2 /3rds of the residents
within the Seal Beach Trailer Park. At the time of the purchase in 2000, apparently a
sufficient number of residents had provided their consent to the MPROP loan. However,
since the sale of the park, lawsuits against the purchaser and seller have been filed and some
residents have withheld their consent to the MPROP loan. If the approval by the residents
of the Seal Beach Trailer Park is granted within the time period required by the State of
California, (all necessary application materials to be provided to the State in a time frame in
order for the State to approve the MPROP loan by March 1, 2004), those MPROP funds are
then scheduled to be re- deposited into the Redevelopment Agency's Low and Moderate
Income Housing Set -Aside Fund, and then deposited back into the various loan programs
for the funding of those projects already in the pipeline. The funding of the MPROP Loan
by the State of California and the depositing of those funds with the Redevelopment Agency
Program Status Report 2 . RDA Staff Report 2
Home Improvement Program Status Report
Redevelopment Agency Staff Report
February 23, 2004
would then allow the Agency to fund all pending applications. Again, this appears highly
unlikely at this time, in the opinion of staff.
Fund Availability from Low -Mod Housing Set Aside Account Deposits:
Due to high demand for the program, there will be no substantial funds available for
additional project funding until Fiscal Year 2005 -2006 at the earliest, or approximately July
2005. City staff will be aggressively pursuing various state programs that may be able to
provide funds to allow for continued funding of those projects that are currently impacted by
the lack of available funds.
Status of Program Participants that are Under Suspension at this Time:
A total of 11 applicants are unfortunately still subject to the suspension of the program at
this time due to the lack of funds. There are 5 applicants within the Seal Beach Trailer
Park and 6 applicants throughout the remainder of the community. Following is the
current status of these program participants:
❑ 4 have selected a contractor to proceed with the work, and have executed a
contract with the selected contractor
❑ 3 have received bids from contractors and have not selected a contractor, and
❑ 4 are in the process of receiving bids from contractors.
The total funding for those projects placed in suspension at this time is estimated to be
$570,000. Receipt of the MPROP funds will completely fund those projects and have
additional funding of approximately $400,000 for future program participants.
Staff sent letters to those program participants impacted by the initial suspension in
August 2003, explaining the current situation and expressing the apology of the City for
this situation. Staff has also sent a follow -up letter to those same program participants
indicating the decision of the State to not fund the CalHome program application.
Understandably, those program participants that cannot proceed are quite upset, and the
letter expresses the City's apology for having to inform them of this situation. A copy of this
letter is provided as Attachment 1 for the information of the Agency members.
County Orange Community Department Block Grant Program:
Staff has also contacted the County of Orange Department of Housing and Community
Development regarding potential funding sources available to the City through the
Community Development Block Grant Program. The City has utilized this program in
the past for "emergency rehabilitation and repair" work as certain specific problems have
arisen in the community in the past. Exploratory discussions have been held with County
staff, and it appears there be some limited funds available. These funds in all likelihood
will be available for the repair of health and safety aspects of a project that are considered
to be "emergency" in nature, and in all probability will not be able to fund the entire
scope of many of the projects that are in suspension at this time. Staff is continuing to
Program Status Report 2.RDA Staff Report 3
Honie Improvement Program Status Report
Redevelopment Agency Staff Report
February 23, 2004
explore funding availability with the County of Orange, and has no certain answers from
the County at this time.
However, these funds may allow the most critical aspects of a project that deal with
health and safety issues to proceed without the uncertain timing involved with the
potential MPROP funding by the State.
Responses to Public Concerns Regarding Program Implementation:
Staff and the City consultant, CivicStone, have prepared "City of Seal Beach Home
Improvement Program — Frequently Asked Questions" to respond to many of the general
day -to -day operational questions that interested citizens ask regarding the program. A
copy of this information is provided as Attachment 2 for the information of the Agency
members and public
FISCAL IMPACT:
The lack of available funds for the program implementation has resulted in the
suspension of the program at this time. All projects that have formally executed contracts
and other required program documents by the Redevelopment Agency Executive Director
will be able to proceed to completion. Projects that have not received formally executed
documents by the Executive Director of the Redevelopment Agency will continue to be
suspended until such time as funds are again available within the Redevelopment Agency
Low- and Moderate - Income Housing Set -aside Fund.
Existing staff resources will be allocated to pursue potential funding for project
implementation with the County of Orange and the State of California Department of
Housing and Community Development.
RECOMMENDATION:
Receive and File Staff Report.
NOTED D APP VED:
e Whittenberg John :. Bahorski, Executive Director
D irector of Development Service Re.:-velopment Agency
Attachments: (2)
Program Status Report 2 . RDA Staff Report 4
Home Improvement Program Status Report
Redevelopment Agency Staff Report
February 23, 2004
Attachment 1: Letter to Program Participants re: Program Suspension —
Seal Beach Home Improvement Programs
Attachment 2: "City of Seal Beach Home Improvement Program —
Frequently Asked Questions ", dated February 2004
Program Status Report 2.RDA Staff Report 5
Home Improvement Program Status Report
Redevelopment Agency Staff Report
February 23, 2004
ATTACHMENT 1
LETTER TO PROGRAM PARTICIPANTS
RE: PROGRAM SUSPENSION - SEAL
BEACH HOME IMPROVEMENT
PROGRAMS
Program Status Report 2.RDA Staff Report 6
•
Home Improvement Program Status Report
Redevelopment Agency Staff Report
Februa v 23, 2004
BY CERTIFIED MAIL, RETURN RECEIPT REQUESTED
AND FIRST CLASS MAIL
February 18, 2004
(Program Participant Address)
SUBJECT: PROGRAM SUSPENSION - SEAL BEACH HOME
IMPROVEMENT PROGRAMS
On August 13, 2003, I sent you a letter informing you of the suspension of the Seal Beach
Home Improvement Program due to the lack of funds to continue the program. As was
indicated at that time, funds for these programs have always been available on a first -come,
first serve basis. Due to the large number of applications that preceded your application, the
state budget crisis and the delay in the State funding of a loan, there were no available funds
at that time.
CalHome Program Status (State of California Department of Housing and Community
Development):
At the August 25, 2003 Agency meeting staff was authorized to submit an application for
funding through the CalHome Program, and an application for $498,000 was submitted to
the state in October 2003.
The City has received formal notice from the California Department of Housing and
Community Development that our application for Owner - Occupied Housing
Rehabilitation funding assistance was not approved. A total of 102 applications for a
funding level of $56.8 million were received by the State. The State ultimately funded 72
applications at an expanded funding level of $39.7 million. The State received requests
for funding that exceeded the available program funds by $17.1 million, our application
being one of the un- funded applications.
MPROP Loan Status:
At this time the remaining potential funding source for the continuation of all of the various
grant, loan and mortgage assistance programs is the potential approval of an "MPROP" loan
by the State of California. At the time the Agency issued bonds to provide financing of the
acquisition of the Seal Beach Trailer Park, the State offered a $1,000,000 loan to assist in the
purchase. Due to processing time, the Agency contributed a $1,000,000 "bridge loan" to
Program Status Report 2.RDA Staff Report 7
Home Improvement Program Status Report
Redevelopment Agency Staff Report
February 23, 2004
complete the purchase, with the understanding that, when and if the MPROP loan funded,
such funds would be used to repay the Agency the bridge loan. At this time it is extremely
uncertain as to the potential of the Agency to ever receive those funds.
The approval of the MPROP Loan is contingent upon approval by 2 /3rds of the residents
within the Seal Beach Trailer Park. At the time of the purchase in 2000, apparently a
sufficient number of residents had provided their consent to the MPROP loan. However,
since the sale of the park, lawsuits against the purchaser and seller have been filed and some
residents have withheld their consent to the MPROP loan. If the approval by the residents
of the Seal Beach Trailer Park is granted within the time period required by the State of
California, (all necessary application materials to be provided to the State in a time frame in
order for the State to approve the MPROP loan by March 1, 2004), those MPROP funds are
then scheduled to be re- deposited into the Redevelopment Agency's Low and Moderate
Income Housing Set -Aside Fund, and then deposited back into the various loan programs
for the funding of those projects already in the pipeline. The funding of the MPROP Loan
by the State of California and the depositing of those funds with the Redevelopment Agency
would then allow the Agency to fund all pending applications. Again, this appears highly
unlikely at this time, in the opinion of staff.
Continued Suspension of Program:
Due to high demand for the program, there will be no substantial funds available for
additional project funding until Fiscal Year 2005 -2006 at the earliest, or approximately July
2005. City staff will continue to aggressively pursuing various state programs that may be
able to provide funds to allow for continued funding of those projects, like yours, that are
currently impacted by the lack of available funds.
Please contact my office at your earliest convenience to schedule a private meeting with
me to discuss this situation in greater detail. I understand the deep disappointment this
will place on you and wish to avail myself to discuss these matters on an individual and
private basis.
Please understand that we are taking every step possible to find funds so that more
applications may be processed and approved; however, without the MPROP funding and
the State "takeaways ", there does not appear to be any other sources of funds. Please do
not contact CivicStone, as these decisions are decisions of the Redevelopment Agency
and cannot be modified or changed in any manner by CivicStone. I can be reached at
(562) 431 -2527, extension 313, or by e -mail at lhittenberg @ci.seal - beach.ca.us.
Sincerely,
Lee Whittenberg
Director of Development Services
Program Status Report 2 . RDA Staff Report 8
Home Improvement Program Status Report
Redevelopment Agency Staff Report
February 23, 2004
Cc: City Manager
City Council
CivicStone
Program Status Report ?.RDA Staff Report 9
Home Improvement Program Status Report
Redevelopment Agency Staff Report
February 23, 2004
ATTACHMENT 2
"CITY OF SEAL BEACH HOME
IMPROVEMENT PROGRAM -
FREQUENTLY ASKED QUESTIONS ",
DATED FEBRUARY 2004
Program Status Report 2.RDA Staff Report 10
Home Improvement Program Status Report
Redevelopment Agency Staff Report
February 23, 2004
City of Seal Beach
Home Improvement Program
Frequently Ask Questions
Q: How does an applicant apply for the Program?
A: An applicant contacts CivicStone requesting information (909) 885 -0229.
CivicStone then sends a package to the applicant containing a cover
letter, necessary applications and a flyer explaining the qualifications for
the grant and loan products.
Q: Why is there a waiting list?
A: The Home Improvement Program has been operating in Seal Beach for
several years. The original design of the program did not attract many
applicants and the City's funding was in jeopardy of being lost because of
low Program participation. As a result, the program was redesigned and
approved by the City Council in 2002. The redesigned program attracted
many more applicants than the City anticipated and that the funding levels
could accommodate. Today people who request to be on the waiting list
complete an application and send it to CivicStone. The date the
application is received determines the order in which they will be notified if
future funding becomes available.
Q: How was the Home Improvement Program advertised?
A: The local cable channel advertised the Program with text messaging and
in the program was also advertised in the City of Seal Beach "City View
and Recreation Guide ". Public Hearings were conducted and were
televised on the local cable channel. Since most of the qualified
applicants and work would likely be performed in the Seal Beach Trailer
Park, residents were informed of the Program by an application package
mailed to each resident in October 2002. In addition, one of the Resident
Boards also sent out flyers on several occasions.
Q: How come work started on some applicant's homes before others?
A: Work commences when the applicant has completed the following steps:
1. The application is completed and all the required backup
documentation, including all of the required income verification (i.e.
income tax returns, W -2, payroll stubs) is properly submitted.
Program Status Report 2.RDA Staff Report 11
Home Improvement Program Status Report
Redevelopment Agency Staff Report
February 23, 2004
2. CivicStone prepares a Scope of Repairs under the direction of the
homeowner. Many people delay getting CivicStone a signed copy
because they can't decide on some of the details.
3. Project plans are submitted to the City for review and approval prior
to the initiation of construction. Depending on the nature of the
project, one or both of the following may need to occur prior to
contract execution:
❑ Projects not requiring discretionary approval by the Planning
Commission:
❑ These are typically projects that meet all general
zoning and construction standards of eh City and no
special, discretionary approval, is necessary by the
Planning Commission. The most typical project that
requires this type of approval is requests for two -story
cabana structures within the Seal Beach Trailer Park.
• ❑ If the proposed project meets all city requirements
and no discretionary approvals are needed, a "plan
check" process is completed by the Building
Department to ensure compliance with all building,
plumbing. Electrical and other construction code
requirements.
❑ If the project entails an addition of living space and is
located in the Coastal Zone (located between
Westminster Avenue and the pacific Ocean) an
additional approval must be received from the
California Coastal Commission before the necessary
construction permits can be issued and the work
commences.
❑ Projects requiring discretionary approval by the Planning
Commission:
❑ The most typical project that requires this type of
approval is requests for two -story cabana structures
within the Seal Beach Trailer Park.
❑ Upon consideration and approval by the Planning
Commission of the necessary discretionary permit,
the process described above is then applicable.
4. The applicant selects a general contractor and signs all of the
documents necessary to start construction. CivicStone helps the
applicants with the bidding process but some people take longer
than others to make their selection.
Q: Why is there no more funding available?
A: The City Council approved the Home Improvement Program, anticipating
a certain level of MPROP funds. The City incurred more legal costs on
housing issues than anticipated and the MPROP funds have not come
Program Status Report 2.RDA Staff Report 12
Home Improvement Program Status Report
Redevelopment Agency Staff Report
February 23, 2004
through yet. One million dollars of MPROP funding is available from the
State of California. In order for these funds to be released, the residents
of the Seal Beach Mobile Home Park need to sign an MPROP agreement.
The required number of signatures has not been obtained for the
agreement. Therefore, the State of California has not released these
funds and the fund reservation by the State will expire on March 1, 2004.
At the August 25, 2003 Agency meeting staff was authorized to submit an
application for funding through the CalHome Program, and an application for
$498,000 for Owner- Occupied Housing Rehabilitation funding assistance
was submitted to the state in October 2003.
The City received formal notice on February 4, 2004 from the California
Department of Housing and Community Development that the City's
application for Owner - Occupied Housing Rehabilitation funding assistance
was not approved. A total of 102 applications for a funding level of $56.8
million were received by the State. The State ultimately funded 72
applications at an expanded funding level of $39.7 million. The State
received requests for funding that exceeded the available program funds
by $17.1 million, our application being one of the un- funded applications.
Q: If the MPROP funds are eventually provided to the City, will all of those
funds be allocated to the Seal Beach Trailer Park?
A: No. Most of the funds could be allocated to the Trailer Park residents,
due to the income levels of the applicants from the park. However, the
MPROP funds would be available to all residents of the City.
Q: Other than the MPROP funds, are there any other funds the City is
pursuing?
A: The City applied for $498,000 housing funding from the State of California
in a competitive process with other cities and counties throughout the
State. The funding for this money is from Proposition 46 Bond Financing
and is not in jeopardy of being withdrawn due to the State budget crisis.
Although the City had an excellent chance to receive these funds due to
their experience, cities with larger populations received bonus points and
consequently beat out the City of Seal Beach. The City intends on
applying for the same funding in mid -2004 and every six months until the
State runs out of money.
Q: Does the Home Improvement Program allow luxury items such as spas,
pools, etc.?
A: No. Some applicants have chosen to contribute their own funds and pay
for these improvements outside of their contract under this Program. This
Program Status Report 2 .RDA Staff Report 13
Home Improvement Program Status Report
Redevelopment Agency Staff Report
February 23, 2004
allows the applicant to have extra home improvements completed by the
same contractor, and take advantage of the contractor already working on
the premises.
Q: What is the process for paying the contractors?
A: No money is ever given directly to CivicStone or the Homeowner for
Contractor payments. At the same time, no payment is ever made to the
Contractor without the Homeowner's approval. The process consists of
the following:
1. A "Scope of Improvements" is prepared and approved by the
homeowner.
2. A contract is approved between the homeowner and the contractor
that includes a schedule of progress payments.
3. The contractor completes their work and submits an invoice for
payment.
4. CivicStone and the homeowner inspect the work and both sign for
approval.
5. CivicStone submits the invoice and progress payment approvals to
the City.
6. Upon receipt of the necessary documentation from CivicStone, the
City pays the contractor directly. CivicStone does not control the
funds to implement this program. The City of Seal Beach
Department of Administrative Services makes all program
payments.
Program Status Report 2 .RDA Staff Report 14