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SR-413-001 (23) HCD ANNUAL REPORT OF HOUSING ACTIVITY OF COMMUNITY REDEVELOPMENT AGENCIES FOR THE FISCAL YEAR THAT ENDED 06 / 01 / 02 Agency Name and Address: County of Jurisdiction: Santa Monica Redevelopment Agency Los Angeles, CA 1685 Main Street Santa Monica, CA 90401 California Redevelopment law (Health and Safety Code Section 33080.1) requires agencies to annually report their housing activities and maintenance and use of the Low & Moderate Income Housing Fund (LMIHF) to enable the Department of Housing and Community Development (HCD) to compile and annually publish a report on redevelopment agencies' housing activities in accordance with Section 33080.6. (Note: Pursuant to Section 33080.3, submit this form and, if applicable, all completed HCD Schedules, 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). Dismantled (Agency adopted an ordinance to dissolve itself). 2. How many adopted project areas did the agency have during the reporting period? 4 How many project areas were merged during the reporting period? 0 If the agency has one or more adopted project areas, complete SCHEDULE HCD-A for each project 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): (1) did the agency destroy or remove any dwelling units or displace any households over the reporting period, (2) will the agency displace any households over the next reporting period, (3) did the agency permit the sale of any owner-occupied unit prior to the expiration of land use controls, and/or (4) 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 by the agency outside a project area? Yes. Complete all applicable HCD SCHEDULES D1-D7 for each housing project completed and HCD SCHEDULE E. No. DO NOT complete HCD SCHEDULES D1-D7 or HCD SCHEDULE E. 6. HCD financial and housing activity information has been reported using the method checked below: Electronic. Report was completed on-line. “Lock Report” date was:________________. HCD SCHEDULES are not required. Note: “Lock Report” date is shown under “Administrative Area” and “Form History” (https://app1.hcd.ca.gov/rda). Forms. All required HCD SCHEDULES A, B, C, D1-D7, and E are attached. To the best of my knowledge, the representations made above and all HCD information reported are correct. _____________________ ______________________________________________ Date Signature of Authorized Agency Representative Housing and Redevelopment Manger Title (310) 458-2232 Telephone Number IF NOT REQUIRED TO REPORT BASED ON ABOVE ANSWERS, ONLY SUBMIT THIS PAGE. IF REQUIRED TO REPORT, SUBMIT THIS PAGE AND EITHER: ALL HCD SCHEDULES (APPLICABLE SCH A-E) OR PROOF OF ELECTRONIC REPORTING (accessible at: http://www.hcd.ca.gov/rda/) HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) SUBMIT TO THE STATE CONTROLLE:R Division of Accounting and Reporting Local Government Reporting Section P.O. Box 942850, Sacramento, CA 94250 SCHEDULE HCD-A Inside Project Area Activity for Fiscal Year that Ended 06 / 30 / 02 Agency Name: Santa Monica Redevelopment Agency Project Area Name: Downtown Preparer's Name, Title: Martin Kennerly, Admin. Services Ofcr Preparer's E-Mail Address: martin-kennerly@santa- monica.org Preparer’s Telephone No: (310) 458-8757 Preparer’s Facsimile No: (310) 391-9996 GENERAL INFORMATION 1. Project Area Information st a. 1. Year 1 plan for project area was adopted: 1976 2. Year that plan was last amended (if applicable): N/A 3. Current expiration of plan: 01 / 01 / 16 mo day yr N/A b. If project area name has changed, give previous name(s) or number: N/A c. Year(s) of any mergers of the project area: _____, , _____, _____ Identify former project areas that merged:_______________________________________________________________ N/A d. Year(s) project area plan was amended and real property was either: (1) added: _____,_____,_____,_____ (2) removed: _____,_____,_____,_____ 2. 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 N/A 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 project areas: Both the replacement and inclusionary or production requirements of Section 33413 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 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 Housing Fund’s share of expenditures for debt service on HCD-C, Line 4c. HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Do 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 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-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Project Area Housing Fund Revenues and Other Sources 3. 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 authorizing 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 20% of gross Tax Increment and enter the amount on Line 3a(2). Next, report the amount of Tax Increment set-aside before any exemption and/or deferral (if amount set-aside is less than 20%, 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: $ 1,394,009 (2) Required 20% Housing Fund set-aside (Line 3a(1) x 20%): $ 278,802 (3) Actual amount allocated to Housing Fund $ 278,802 * * If less than 20% of the Gross Tax Increment (see 3a(2) above) is being set-aside in this project area in accordance with Section 33334.3(i), 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 #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)]: $ 278,802 b. Interest Income: $ 19,508 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 5c(2) on the next page): $ ______________ h. Loan Repayments: $ ______________ i. Debt Proceeds: $ ______________ j. Other Revenue(s) [Explain and identify amount(s)]: $ $ $ $ HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) k. Total Project Area Receipts Deposited to Housing Fund (add lines 3a(6). through $ 298,310 3j.): HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) 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: N/A 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 20% set-aside is sufficient to meet the need. Section 33334.2(a)(3): Community is making substantial effort equivalent in value to 20% set-aside 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 contracts entered into prior to May 1, 1991 may not be subject to the exemption sunset. Other: Specify code section and reason(s): N/A b. For any exemption claimed on Page 2, Line 3a(4) and/or Line 4a above, identify: st Date that initial (1) finding was adopted: _____/_____/_____ Resolution # _______ Date sent to HCD: _____/_____/_____ mo day yr mo day yr Adoption date of reporting year finding: _____/_____/_____ Resolution # _______ Date sent to HCD: _____/_____/_____ mo day yr mo day yr Deferral(s) N/A 5. 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 previous allowable deferral under Section 33334.6(e) expired. It was only allowable in each fiscal year prior to July 1, 1996 with certain restrictions. Other: Specify code Section and reason: N/A b. For any deferral claimed on Page 2, Line 3a(5) and/or Line 5a above, identify: st Date that initial (1) finding was adopted: _____/_____/_____ Resolution # _______ Date sent to HCD: _____/_____/_____ mo day yr mo day yr Adoption date of reporting year finding: _____/_____/_____ Resolution # _______ Date sent to HCD: _____/_____/_____ mo day yr mo day yr c. A deferred set-aside pursuant to Section 33334.6(d) constitutes an indebtedness to the Housing Fund. Summarize the N/A 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 Reporting FY Amount(s) Repaid) (1) Last Reporting FY $ (2) This Reporting FY $ $ $ * * HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) * The cumulative amount of deferred set-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): __________________________________________________________ HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Deferral(s) (continued) 5. d. Section 33334.6(g) requires any agency which defers set-asides to adopt a plan to eliminate the deficit in subsequent years. N/A 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 Project Area Households Displaced and Units and Bedrooms Lost Over Reporting Year: Redevelopment Project Activity. 6. a. Pursuant to Sections 33080.4(a)(1) 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 N/A 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 Households Permanently Displaced - Non Elderly Households Permanently Displaced -Total Units Lost (Removed or Destroyed) and Required to be Replaced Bedrooms Lost (Removed or Destroyed) and Required to be Replaced Above Moderate Units Lost That Agency is Not Required to Replace Above Moderate Bedrooms Lost That Agency is Not Required to Replace Other Activity. b. 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 N/A households permanently displaced over the reporting year: Number of Households Other Activity VL L M AM Total Households Permanently Displaced - Elderly Households Permanently Displaced - Non Elderly Households Permanently Displaced - Total . c. 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 N/A 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 of paper listing any additional housing plans adopted. HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Estimated Project Area Households to be Permanently Displaced Over Current Fiscal Year: 7. a. 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 N/A 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 Households Permanently Displaced - Non Elderly Households Permanently Displaced - Total 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. N/A 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. Units Developed Inside the Project Area to Fulfill Requirements of Other Project 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 # _______ Date sent to HCD:_____/_____/_____ mo day yr mo day yr Number of Dwelling Units VL L M AM Total Name of Other Project Area(s) HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Sales of Owner-Occupied Units Inside the Project Area Prior to the Expiration of Land Use Controls 9. 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. N/A 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 Income Level VL L M Total Units Sold 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? No N/A $ Yes 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 Affordable Units to be Constructed Inside the Project 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 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 within two years from the reporting year’s agreement or contract date. DO NOT REPORT ANY UNITS SHOWN ON SCHEDULES HCD-A OR HCD- Ds. Col B Col A Col C Col D Col E Agreement Name of Estimated Sch C Amount Sch C Amount Execution Project and/or Completion Date Encumbered Designated Date VL L M Total Contractor (w/in 2 yrs of Col B) [Line 6a] [Line 7a] $ $ None $ $ $ $ Please attach a separate sheet of paper to list additional information. HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) SCHEDULE HCD-A Inside Project Area Activity for Fiscal Year that Ended 06 / 30 / 02 Agency Name: Santa Monica Redevelopment Agency Project Area Name: Earthquake Recovery Preparer's Name, Title: Martin Kennerly, Admin. Services Ofcr Preparer's E-Mail Address: martin-kennerly@santa- monica.org Preparer’s Telephone No: (310) 458-8757 Preparer’s Facsimile No: (310) 391-9996 GENERAL INFORMATION 1. Project Area Information st b. 1. Year 1 plan for project area was adopted: 1994 2. Year that plan was last amended (if applicable): N/A 3. Current expiration of plan: 06 / 21 / 24 mo day yr N/A b. If project area name has changed, give previous name(s) or number: N/A c. Year(s) of any mergers of the project area: _____, , _____, _____ Identify former project areas that merged:_______________________________________________________________ N/A e. Year(s) project area plan was amended and real property was either: (1) added: _____,_____,_____,_____ (2) removed: _____,_____,_____,_____ 3. 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 N/A 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 project areas: Both the replacement and inclusionary or production requirements of Section 33413 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 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, HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Line 3a(1) and report the Housing Fund’s share of expenditures for debt service on HCD-C, Line 4c. Do 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 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-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Project Area Housing Fund Revenues and Other Sources 4. 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 authorizing 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 20% of gross Tax Increment and enter the amount on Line 3a(2). Next, report the amount of Tax Increment set-aside before any exemption and/or deferral (if amount set-aside is less than 20%, 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: $ 25,719,694 (4) Required 20% Housing Fund set-aside (Line 3a(1) x 20%): $ 5,143,939 (5) Actual amount allocated to Housing Fund $ 5,143,939 * * If less than 20% of the Gross Tax Increment (see 3a(2) above) is being set-aside in this project area in accordance with Section 33334.3(i), identify the project area(s) contributing the difference. Explain any other reason(s): _________________________________________________________ _ _________________________________________________________ _ _________________________________________________________ _ (5) Amount Exempted [Health & Safety Code Section 33334.2] (if there is an amount exempted, also complete question #4, next page): ($ _____________) (6) 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)]: $ 5,143,939 b. Interest Income: $ 284,524 k. Rental/Lease Income (combine amounts separately reported to the SCO): $ ______________ l. Sale of Real Estate: $ ______________ m. Grants (combine amounts separately reported to the SCO): $ ______________ n. Bond Administrative Fees: $ ______________ o. Deferral Repayments (also complete Line 5c(2) on the next page): $ ______________ p. Loan Repayments: $ ______________ q. Debt Proceeds: $ ______________ r. Other Revenue(s) [Explain and identify amount(s)]: $ $ $ $ HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) k. Total Project Area Receipts Deposited to Housing Fund (add lines 3a(6). through $ 5,428,463 3j.): HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) 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: N/A 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 20% set-aside is sufficient to meet the need. Section 33334.2(a)(3): Community is making substantial effort equivalent in value to 20% set-aside 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 contracts entered into prior to May 1, 1991 may not be subject to the exemption sunset. Other: Specify code section and reason(s): N/A b. For any exemption claimed on Page 2, Line 3a(4) and/or Line 4a above, identify: st Date that initial (1) finding was adopted: _____/_____/_____ Resolution # _______ Date sent to HCD: _____/_____/_____ mo day yr mo day yr Adoption date of reporting year finding: _____/_____/_____ Resolution # _______ Date sent to HCD: _____/_____/_____ mo day yr mo day yr Deferral(s) N/A 5. 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 previous allowable deferral under Section 33334.6(e) expired. It was only allowable in each fiscal year prior to July 1, 1996 with certain restrictions. Other: Specify code Section and reason: N/A b. For any deferral claimed on Page 2, Line 3a(5) and/or Line 5a above, identify: st Date that initial (1) finding was adopted: _____/_____/_____ Resolution # _______ Date sent to HCD: _____/_____/_____ mo day yr mo day yr Adoption date of reporting year finding: _____/_____/_____ Resolution # _______ Date sent to HCD: _____/_____/_____ mo day yr mo day yr c. A deferred set-aside pursuant to Section 33334.6(d) constitutes an indebtedness to the Housing Fund. Summarize the N/A 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 Reporting FY Amount(s) Repaid) (1) Last Reporting FY $ (2) This Reporting FY $ $ $ * * HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) * The cumulative amount of deferred set-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): __________________________________________________________ HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Deferral(s) (continued) 5. e. Section 33334.6(g) requires any agency which defers set-asides to adopt a plan to eliminate the deficit in subsequent years. N/A 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 Project Area Households Displaced and Units and Bedrooms Lost Over Reporting Year: Redevelopment Project Activity. 6. a. Pursuant to Sections 33080.4(a)(1) 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 N/A 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 Households Permanently Displaced - Non Elderly Households Permanently Displaced -Total Units Lost (Removed or Destroyed) and Required to be Replaced Bedrooms Lost (Removed or Destroyed) and Required to be Replaced Above Moderate Units Lost That Agency is Not Required to Replace Above Moderate Bedrooms Lost That Agency is Not Required to Replace Other Activity. c. 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 N/A households permanently displaced over the reporting year: Number of Households Other Activity VL L M AM Total Households Permanently Displaced - Elderly Households Permanently Displaced - Non Elderly Households Permanently Displaced - Total . d. 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 N/A 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 of paper listing any additional housing plans adopted. HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Estimated Project Area Households to be Permanently Displaced Over Current Fiscal Year: 7. a. 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 N/A 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 Households Permanently Displaced - Non Elderly Households Permanently Displaced - Total c. 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. N/A 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. Units Developed Inside the Project Area to Fulfill Requirements of Other Project 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 # _______ Date sent to HCD:_____/_____/_____ mo day yr mo day yr Number of Dwelling Units VL L M AM Total Name of Other Project Area(s) HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Sales of Owner-Occupied Units Inside the Project Area Prior to the Expiration of Land Use Controls 9. 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. N/A 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 Income Level VL L M Total Units Sold 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? No N/A $ Yes 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 Affordable Units to be Constructed Inside the Project Area Within Two Years 11. 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 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 within two years from the reporting year’s agreement or contract date. DO NOT REPORT ANY UNITS SHOWN ON SCHEDULES HCD-A OR HCD- Ds. Col B Col A Col C Col D Col E Agreement Name of Estimated Sch C Amount Sch C Amount Execution Project and/or Completion Date Encumbered Designated Date VL L M Total Contractor (w/in 2 yrs of Col B) [Line 6a] [Line 7a] $ $ See Attached… $ $ $ $ Please attach a separate sheet of paper to list additional information. HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Attachment to Schedule A – Earthquake Recovery Affordable Units to be Constructed Inside the Project 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 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 capitol outlay or budgeted funds intended to be encumbered for project use within two years from the reporting year’s agreement or contract date. Col A Col B Col C Col D Col E Name of Agreement Estimated Schedule C Schedule C Amount Project and/or Execution Completion Amount VL L M Total Encumbered Contractor Date Date Designated (Line 6a) (w/in 2 yrs of Col B) (Line 7a) New Construction (Agency Assisted) th 2018 19 Street $575,000 (Non-Agency Assisted) th 1537 07 Street May 28, 2002 August 2003 15 11 26 rd 1226 23 Street Feb. 02, 2001 January 2003 9 9 1525 Euclid Oct. 31, 2001 April 2003 13 13 Rehabilitation (Agency Assisted) th 813 09 Street May 29, 2001 January 2003 $172,477 5 5 10 th 1052 18 Street June 25, 2001 December 2002 $159,439 8 7 15 TOTALS: $331,916 $575,000 26 12 35 73 HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) SCHEDULE HCD-A Inside Project Area Activity for Fiscal Year that Ended 06 / 30 / 02 Agency Name: Santa Monica Redevelopment Agency Project Area Name: Ocean Park 1A Preparer's Name, Title: Martin Kennerly, Admin. Services Ofcr Preparer's E-Mail Address: martin-kennerly@santa- monica.org Preparer’s Telephone No: (310) 458-8757 Preparer’s Facsimile No: (310) 391-9996 GENERAL INFORMATION 1. Project Area Information st c. 1. Year 1 plan for project area was adopted: 1960 2. Year that plan was last amended (if applicable): 1967 3. Current expiration of plan: 01 / 01 / 09 mo day yr N/A b. If project area name has changed, give previous name(s) or number: N/A c. Year(s) of any mergers of the project area: _____, , _____, _____ Identify former project areas that merged:_______________________________________________________________ N/A f. Year(s) project area plan was amended and real property was either: (1) added: _____,_____,_____,_____ (2) removed: _____,_____,_____,_____ 4. 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 N/A 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 project areas: Both the replacement and inclusionary or production requirements of Section 33413 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 applicable HCD-A, lines 3a-j. For example, report the amount transferred from the Debt Service Fund to the Housing Fund HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) for the deposit of the required set-aside percentage/amount by reporting gross tax increment on HCD-A, Line 3a(1) and report the Housing Fund’s share of expenditures for debt service on HCD-C, Line 4c. Do 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 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-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Project Area Housing Fund Revenues and Other Sources 5. 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 authorizing 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 20% of gross Tax Increment and enter the amount on Line 3a(2). Next, report the amount of Tax Increment set-aside before any exemption and/or deferral (if amount set-aside is less than 20%, 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: $ 2,567,579 (6) Required 20% Housing Fund set-aside (Line 3a(1) x 20%): $ 513,516 (7) Actual amount allocated to Housing Fund $ 513,516 * * If less than 20% of the Gross Tax Increment (see 3a(2) above) is being set-aside in this project area in accordance with Section 33334.3(i), identify the project area(s) contributing the difference. Explain any other reason(s): _________________________________________________________ _ _________________________________________________________ _ _________________________________________________________ _ (6) Amount Exempted [Health & Safety Code Section 33334.2] (if there is an amount exempted, also complete question #4, next page): ($ _____________) (7) 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)]: $ 513,516 b. Interest Income: $ 37,844 s. Rental/Lease Income (combine amounts separately reported to the SCO): $ ______________ t. Sale of Real Estate: $ ______________ u. Grants (combine amounts separately reported to the SCO): $ ______________ v. Bond Administrative Fees: $ ______________ w. Deferral Repayments (also complete Line 5c(2) on the next page): $ ______________ x. Loan Repayments: $ ______________ y. Debt Proceeds: $ 4,939,719 z. Other Revenue(s) [Explain and identify amount(s)]: $ $ $ $ HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) k. Total Project Area Receipts Deposited to Housing Fund (add lines 3a(6). through $ 5,491,079 3j.): HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) 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: N/A 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 20% set-aside is sufficient to meet the need. Section 33334.2(a)(3): Community is making substantial effort equivalent in value to 20% set-aside 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 contracts entered into prior to May 1, 1991 may not be subject to the exemption sunset. Other: Specify code section and reason(s): N/A b. For any exemption claimed on Page 2, Line 3a(4) and/or Line 4a above, identify: st Date that initial (1) finding was adopted: _____/_____/_____ Resolution # _______ Date sent to HCD: _____/_____/_____ mo day yr mo day yr Adoption date of reporting year finding: _____/_____/_____ Resolution # _______ Date sent to HCD: _____/_____/_____ mo day yr mo day yr Deferral(s) N/A 5. 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 previous allowable deferral under Section 33334.6(e) expired. It was only allowable in each fiscal year prior to July 1, 1996 with certain restrictions. Other: Specify code Section and reason: N/A b. For any deferral claimed on Page 2, Line 3a(5) and/or Line 5a above, identify: st Date that initial (1) finding was adopted: _____/_____/_____ Resolution # _______ Date sent to HCD: _____/_____/_____ mo day yr mo day yr Adoption date of reporting year finding: _____/_____/_____ Resolution # _______ Date sent to HCD: _____/_____/_____ mo day yr mo day yr c. A deferred set-aside pursuant to Section 33334.6(d) constitutes an indebtedness to the Housing Fund. Summarize the N/A 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 Reporting FY Amount(s) Repaid) (1) Last Reporting FY $ (2) This Reporting FY $ $ $ * * HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) * The cumulative amount of deferred set-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): __________________________________________________________ HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Deferral(s) (continued) 5. f. Section 33334.6(g) requires any agency which defers set-asides to adopt a plan to eliminate the deficit in subsequent years. N/A 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 Project Area Households Displaced and Units and Bedrooms Lost Over Reporting Year: Redevelopment Project Activity. 6. a. Pursuant to Sections 33080.4(a)(1) 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 N/A 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 Households Permanently Displaced - Non Elderly Households Permanently Displaced -Total Units Lost (Removed or Destroyed) and Required to be Replaced Bedrooms Lost (Removed or Destroyed) and Required to be Replaced Above Moderate Units Lost That Agency is Not Required to Replace Above Moderate Bedrooms Lost That Agency is Not Required to Replace Other Activity. d. 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 N/A households permanently displaced over the reporting year: Number of Households Other Activity VL L M AM Total Households Permanently Displaced - Elderly Households Permanently Displaced - Non Elderly Households Permanently Displaced - Total . e. 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 N/A 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 of paper listing any additional housing plans adopted. HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Estimated Project Area Households to be Permanently Displaced Over Current Fiscal Year: 7. a. 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 N/A 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 Households Permanently Displaced - Non Elderly Households Permanently Displaced - Total d. 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. N/A 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. Units Developed Inside the Project Area to Fulfill Requirements of Other Project 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 # _______ Date sent to HCD:_____/_____/_____ mo day yr mo day yr Number of Dwelling Units VL L M AM Total Name of Other Project Area(s) HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Sales of Owner-Occupied Units Inside the Project Area Prior to the Expiration of Land Use Controls 9. 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. N/A 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 Income Level VL L M Total Units Sold 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? No N/A $ Yes 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 Affordable Units to be Constructed Inside the Project Area Within Two Years 12. 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 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 within two years from the reporting year’s agreement or contract date. DO NOT REPORT ANY UNITS SHOWN ON SCHEDULES HCD-A OR HCD- Ds. Col B Col A Col C Col D Col E Agreement Name of Estimated Sch C Amount Sch C Amount Execution Project and/or Completion Date Encumbered Designated Date VL L M Total Contractor (w/in 2 yrs of Col B) [Line 6a] [Line 7a] $ $ None $ $ $ $ Please attach a separate sheet of paper to list additional information. HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) SCHEDULE HCD-A Inside Project Area Activity for Fiscal Year that Ended 06 / 30 / 02 Agency Name: Santa Monica Redevelopment Agency Project Area Name: Ocean Park 1B Preparer's Name, Title: Martin Kennerly, Admin. Services Ofcr Preparer's E-Mail Address: martin-kennerly@santa- monica.org Preparer’s Telephone No: (310) 458-8757 Preparer’s Facsimile No: (310) 391-9996 GENERAL INFORMATION 1. Project Area Information st d. 1. Year 1 plan for project area was adopted: 1961 2. Year that plan was last amended (if applicable): 1972 3. Current expiration of plan: 01 / 01 / 09 mo day yr N/A b. If project area name has changed, give previous name(s) or number: N/A c. Year(s) of any mergers of the project area: _____, , _____, _____ Identify former project areas that merged:_______________________________________________________________ N/A g. Year(s) project area plan was amended and real property was either: (1) added: _____,_____,_____,_____ (2) removed: _____,_____,_____,_____ 5. 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 N/A 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 project areas: Both the replacement and inclusionary or production requirements of Section 33413 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 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, HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Line 3a(1) and report the Housing Fund’s share of expenditures for debt service on HCD-C, Line 4c. Do 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 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-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Project Area Housing Fund Revenues and Other Sources 6. 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 authorizing 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 20% of gross Tax Increment and enter the amount on Line 3a(2). Next, report the amount of Tax Increment set-aside before any exemption and/or deferral (if amount set-aside is less than 20%, 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: $ 253,751 (8) Required 20% Housing Fund set-aside (Line 3a(1) x 20%): $ 50,750 (9) Actual amount allocated to Housing Fund $ 50,750 * * If less than 20% of the Gross Tax Increment (see 3a(2) above) is being set-aside in this project area in accordance with Section 33334.3(i), identify the project area(s) contributing the difference. Explain any other reason(s): _________________________________________________________ _ _________________________________________________________ _ _________________________________________________________ _ (7) Amount Exempted [Health & Safety Code Section 33334.2] (if there is an amount exempted, also complete question #4, next page): ($ _____________) (8) 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)]: $ 50,750 b. Interest Income: $ 6,140 aa. Rental/Lease Income (combine amounts separately reported to the SCO): $ ______________ bb. Sale of Real Estate: $ ______________ cc. Grants (combine amounts separately reported to the SCO): $ ______________ dd. Bond Administrative Fees: $ ______________ ee. Deferral Repayments (also complete Line 5c(2) on the next page): $ ______________ ff. Loan Repayments: $ ______________ gg. Debt Proceeds: $ 820,886 hh. Other Revenue(s) [Explain and identify amount(s)]: $ $ $ $ HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) k. Total Project Area Receipts Deposited to Housing Fund (add lines 3a(6). through $ 877,776 3j.): HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) 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: N/A 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 20% set-aside is sufficient to meet the need. Section 33334.2(a)(3): Community is making substantial effort equivalent in value to 20% set-aside 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 contracts entered into prior to May 1, 1991 may not be subject to the exemption sunset. Other: Specify code section and reason(s): N/A b. For any exemption claimed on Page 2, Line 3a(4) and/or Line 4a above, identify: st Date that initial (1) finding was adopted: _____/_____/_____ Resolution # _______ Date sent to HCD: _____/_____/_____ mo day yr mo day yr Adoption date of reporting year finding: _____/_____/_____ Resolution # _______ Date sent to HCD: _____/_____/_____ mo day yr mo day yr Deferral(s) N/A 5. 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 previous allowable deferral under Section 33334.6(e) expired. It was only allowable in each fiscal year prior to July 1, 1996 with certain restrictions. Other: Specify code Section and reason: N/A b. For any deferral claimed on Page 2, Line 3a(5) and/or Line 5a above, identify: st Date that initial (1) finding was adopted: _____/_____/_____ Resolution # _______ Date sent to HCD: _____/_____/_____ mo day yr mo day yr Adoption date of reporting year finding: _____/_____/_____ Resolution # _______ Date sent to HCD: _____/_____/_____ mo day yr mo day yr c. A deferred set-aside pursuant to Section 33334.6(d) constitutes an indebtedness to the Housing Fund. Summarize the N/A 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 Reporting FY Amount(s) Repaid) (1) Last Reporting FY $ (2) This Reporting FY $ $ $ * * HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) * The cumulative amount of deferred set-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): __________________________________________________________ HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Deferral(s) (continued) 5. g. Section 33334.6(g) requires any agency which defers set-asides to adopt a plan to eliminate the deficit in subsequent years. N/A 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 Project Area Households Displaced and Units and Bedrooms Lost Over Reporting Year: Redevelopment Project Activity. 6. a. Pursuant to Sections 33080.4(a)(1) 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 N/A 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 Households Permanently Displaced - Non Elderly Households Permanently Displaced -Total Units Lost (Removed or Destroyed) and Required to be Replaced Bedrooms Lost (Removed or Destroyed) and Required to be Replaced Above Moderate Units Lost That Agency is Not Required to Replace Above Moderate Bedrooms Lost That Agency is Not Required to Replace Other Activity. e. 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 N/A households permanently displaced over the reporting year: Number of Households Other Activity VL L M AM Total Households Permanently Displaced - Elderly Households Permanently Displaced - Non Elderly Households Permanently Displaced - Total . f. 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 N/A 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 of paper listing any additional housing plans adopted. HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Estimated Project Area Households to be Permanently Displaced Over Current Fiscal Year: 7. a. 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 N/A 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 Households Permanently Displaced - Non Elderly Households Permanently Displaced - Total e. 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. N/A 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. Units Developed Inside the Project Area to Fulfill Requirements of Other Project 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 # _______ Date sent to HCD:_____/_____/_____ mo day yr mo day yr Number of Dwelling Units VL L M AM Total Name of Other Project Area(s) HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Sales of Owner-Occupied Units Inside the Project Area Prior to the Expiration of Land Use Controls 9. 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. N/A 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 Income Level VL L M Total Units Sold 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? No N/A $ Yes 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 Affordable Units to be Constructed Inside the Project Area Within Two Years 13. 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 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 within two years from the reporting year’s agreement or contract date. DO NOT REPORT ANY UNITS SHOWN ON SCHEDULES HCD-A OR HCD- Ds. Col B Col A Col C Col D Col E Agreement Name of Estimated Sch C Amount Sch C Amount Execution Project and/or Completion Date Encumbered Designated Date VL L M Total Contractor (w/in 2 yrs of Col B) [Line 6a] [Line 7a] $ $ None $ $ $ $ Please attach a separate sheet of paper to list additional information. HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) SCHEDULE HCD-B Outside Project Area Activity for Fiscal Year Ended 06 / 30 / 02 Agency Name: Santa Monica Redevelopment Agency Project Name: Outside All Project Areas Preparer's Name, Title: Martin Kennerly, Admin Svcs Ofcr Preparer's E-Mail Address: martin-kennerly@santa- monica Preparer’s Telephone No: (310) 458-8757 Preparer’s Facsimile No: (310) 391-9996 Actual Households Displaced and Units and Bedrooms Lost Outside of Project Area(s) Over Reporting Year Redevelopment Project Activity. 1. a. Pursuant to Sections 33080.4(a)(1) 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 N/A 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 Households Permanently Displaced - Non Elderly Households Permanently Displaced – Total Units Lost (Removed or Destroyed) and Required to be Replaced Bedrooms Lost (Removed or Destroyed) and Required to be Replaced Above Moderate Units Lost That Agency is Not Required to Replace Above Moderate Bedrooms Lost That Agency is Not Required to Replace Other Activity. f. 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 1a, report by income category the number of elderly and nonelderly N/A households permanently displaced over the reporting year. Number of Households Activity VL L M AM Total Households Permanently Displaced - Elderly Households Permanently Displaced - Non Elderly Households Permanently Displaced – Total g. 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/or bedrooms impacting the N/A households reported on lines 1a. and 1b. 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. HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Estimated Households Outside of Project 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, estimate, over the current fiscal year, the number of elderly and nonelderly households, by income category, expected to be permanently displaced. (Note: actual N/A 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 Households Permanently Displaced - Non Elderly Households Permanently Displaced - Total f. 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. N/A 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 Project 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 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, as the unit sold. N/A 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 Income Level VL L M Total Units Sold Over Current 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? N/A No $ Yes 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 Affordable Units to be Constructed Outside of Project Area(s) Within Two Years From Date of Agreement or Contract 4. 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 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 within two years from the reporting year’s agreement or contract date. DO NOT REPORT ANY UNITS SHOWN ON SCHEDULES HCD As OR Ds. Col B Col A Col C Col D Col E Agreement Name of Estimated Sch C Amount Sch C Amount Execution Project and/or Completion Date Encumbered Designated Date VL L M Total Contractor (w/in 2 yrs of Col B) [Line 6a] [Line 7a] See Attachment … $ $ $ $ $ $ HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Please attach a separate sheet of paper to list additional information. Attachment to Schedule B – Outside Project Areas Affordable Units to be Constructed Outside the Project Area(s) Within Two Years From Date of Agreement or Contract 11. 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 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 capitol outlay or budgeted funds intended to be encumbered for project use within two years from the reporting year’s agreement or contract date. Col A Col B Col C Col D Col E Name of Agreement Estimated Schedule C Schedule C Amount Project and/or Execution Completion Amount VL L M Total Encumbered Contractor Date Date Designated (Line 6a) (w/in 2 yrs of Col B) (Line 7a) Rehabilitation (Non- Agency Assisted) 2404 Kansas Ave July 15, 2002 March 2004 5 5 10 (Agency Assisted) rd 2907 03 Street March 26, 2001 December 2002 $267,468 11 11 th 2243 28 Street Aug. 21, 2001 August 2003 $477,225 6 6 12 th 2428-32 34 Street April 2, 2001 April 2003 $273,919 12 12 2411 Centinela Ave Dec. 21, 2000 December 2002 $235,123 8 6 14 2423 Centinela Ave Jan. 9, 2001 January 2003 4 4 8 1943-1952 High Place East Aug. 16, 2002 December 2002 $2,016,000 7 7 14 2122 Pico Blvd. Oct. 22, 2002 June 2004 8 8 TOTALS: $1,253,735 $2,016,000 61 28 89 HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) SCHEDULE HCD-C Agency-wide Activity for Fiscal Year Ended / / Agency Name: Santa Monica Redevelopment Agency County: Los Angeles, CA Preparer's Name, Title: Martin Kennerly, Admin Srvcs Ofcr__ Preparer's E-Mail Address: martin-kennerly@santa- monica.org Preparer’s Telephone No: __(310) 458-8757 ________ Preparer’s Facsimile No: ___(310) 391-9996 _______ 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. Beginning Balance Net Resources Available 1. (Use “” from last year’s report to HCD) $_ 6,043,563___ a. If Beginning Balance requires adjustment(s), identify the reason and amount for each adjustment: Use < $ > for negative amounts or amounts to be subtracted $ $ $ Total Adjustment(s) b. (indicate whether positive or <negative>) $_____________ cAdjusted Beginning Balance [Beginning Balance plus + or minus <-> Total Adjustment(s)] $ 6,043,563 . Project Area(s) Receipts and Housing Fund Revenues 2. a. All Project Areas. Total Deposits [Sum of amount(s) from Line 3k.,HCD-A(s)] $__12,095,628 _ b. Other revenues not reported on Schedule HCD-A(s) [Identify source(s) and amount(s)]: $ $ $ Total Housing Fund Revenues c. $_____________ 3. Total Resources $ 18,139,191 (Line 1c. + Line 2a + Line 2c.) 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. Transfers-out to other internal 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 debt should be reported on the applicable item comprising HCD-C Line 4c, providing gross tax increment was reported on Sch-As. Any transfers out of the Agency (for example: the transfer of excess surplus funds to a county Housing Authority) should be reported on HCD-C Line 4j(2). HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Other Uses: Non-GAAP (Generally Accepted Accounting Principles) recording of expenditures such as land purchases for certain agencies using the Land Held for Resale method to record land purchases should be reported on HCD-C Line 4a(1). Money spent on loans from the Housing Fund should be included in HCD-C lines 4b., 4f., 4g., 4h., and 4i as appropriate. The statutory cite pertaining to Community Redevelopment Law (CRL) is provided for preparers to review to determine the appropriateness of Low and Moderate Income Housing Fund (LMIHF) expenditures and other uses. HCD does not represent that line items identifying any expenditures and other uses are allowable. CRL is accessible on the Internet [ website: ] beginning with Section 33000 of the Health and Safety Code. (California Law) http://www.leginfo.ca.gov/ HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Expenditures and Other Uses a. Acquisition of Property & Building Sites [33334.2(e)(1)] & Housing [33334.2(e)(6)]: (1) Land Assets (Investment – Land Held for Resale) * $ (2) Housing Assets (Fixed Asset) * $ (3) Acquisition Expense $ (4) Operation of Acquired Property $ (5) Relocation Costs $ (6) Relocation Payments $ (7) Site Clearance Costs $ (8) Disposal Costs $ (9) Other [Explain and identify amount(s)]: $ $ $ $ * Reported to SCO as part of Assets and Other Debts Subtotal Property/Building Sites/Housing Acquisition (10) (Sum of Lines $ 1 – 9) b. Subsidies from Low and Moderate Income Housing Fund (LMIHF): st (1) 1 Time Homebuyer Down Payment Assistance $ (2) Rental Subsidies $ 127,900 (3) Purchase of Affordability Covenants [33413(b)2(B)] $ (4) Other [Explain and identify amount(s)]: $ $ $ $ Subtotal Subsidies from LMIHF (5) (Sum of Lines 1 – 4) $ 127,900 c. 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 $ 192,000 (b) Revenue Bonds & Certificates of Participation $ (c) City/County Advances & Loans $ 1,500,000 (d) U. S. State & Other Long–Term Debt $ (2) Interest Expense $ 1,204,210 (3) Debt Issuance Costs $ (4) Other [Explain and identify amount(s)]: $ $ $ $ Subtotal Debt Service (5) (Sum of Lines 1 – 4) $ 2,896,210 d. Planning and Administration Costs [33334.3(e)(1)]: (1) Administration Costs $ 6,932 (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)]: $ $ $ $ (6) Subtotal Planning and Administration$ 6,932 (Sum of Lines 1 – 5) HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Expenditures and Other Uses 4. (continued) e. On/Off-Site Improvements [33334.2(e)(2)] Complete item 13 $ f. Housing Construction [33334.2(e)(5)] $ 349,174 g. Housing Rehabilitation [33334.2(e)(7)] $ 1,447,361 h. Maintenance of Mobilehome Parks [33334.2(e)(10)] $ i. Preservation of At-Risk Units [33334.2(e)(11)] $ j. Transfers Out of Agency (1) For Transit village Development Plan (33334.19) $ (2) Excess Surplus [33334.12(a)(1)(A)] $ (3) Other (specify code section authorizing transfer and amount) A. Section _________________ $ B. Section _________________ $ Other Transfers Subtotal $ Subtotal Transfers Out of Agency$ (4) (Sum of j(1) through j(3)) k. Other Expenditures and Uses [Explain and identify amount(s)]: $ $ $ Subtotal Other Expenditures $ 1,796,535 and Uses l. Total Expenditures and Other Uses $ 4,827,577 (Sum of lines 4a.-k.) 5 Net Resources Available [End of Reporting Fiscal Year] . $ 13,243,288 [Page 1, Line 3, Total Resources minus Total Expenditures and Other Uses on Line 4.l.] 6. Encumbrances and Unencumbered Balance a. Encumbrances. Amount of Line 5 reserved for future payment of legal $ 1,585,651 contract(s) or agreement(s). See Section 33334.12(g)(2) for definition. Refer to item 10 on Sch-A(s) and item 4 on Sch-B. $ 11,657,637 b. Unencumbered Balance (Line 5 minus Line 6a). Also enter on Page 4, Line 11a. 7. Designated/Undesignated Amount of Available Funds A Designated Amount of Line 6b. budgeted/planned to use near- $ 2,591,000 term Refer to item 10 on Sch-A(s) and item 4 on Sch-B b. Undesignated Amount of Line 6b. not yet budgeted/planned to use $ 9,066,637 Other Housing Fund Assets 8. (not included as part of 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. $ 10,600,000 c. Loans Receivable for Housing Activities $ d. Residual Receipt Loans (periodic/fluctuating payments) $ e. ERAF Loans Receivable (all years) (Sec. 33681) $ f. Other Assets [Explain and identify amount(s)]: $ $ g. Total Other Housing Fund Assets $ 10,600,000 (Sum of lines 8a.-f.) 9 TOTAL FUND EQUITY$ 23,843,288 [Line 5 (Net Resources Available) +8g (Total Other Housing Fund . Assets] HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Compare Line 9 to the below amount reported to the SCO (Balance Sheet of Redevelopment Agencies Financial Transactions Report. [Explain differences and identify amount(s)]: $ $ $ ENTER LOW-MOD FUND TOTAL EQUITIES (BALANCE SHEET) REPORTED TO SCO $ HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) 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 first 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 four prior fiscal years. Section 33334.12(g)(3)(A) and (B) provide that the Unencumbered Balance can be adjusted for: (1) any remaining revenue generated in 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. Excess Surplus 10. : Complete Columns 2, 3, 4, & 5 to calculate Excess Surplus for the reporting year. Columns 6 and 7 track prior years’ Excess Surplus. Column 1 Column 2Column 3 Column 4Column 5 Column 6 Column 7 Sum of Tax Current Current Amount Total Tax Remaining Excess Increment Reporting Year Reporting Year Expended/Encumbered Prior and stst Increment Surplus for Each Deposits 1 Day 1 Day Against FY Balance of Current Deposits to Fiscal Year as of Over Prior Adjusted Excess Surplus Excess Surplus as of Reporting Housing End of Reporting Year Four FYs BalanceBalances End of Reporting Year Years Fund 4 Rpt Yrs $ 1,369,253 $ $ $ Ago 3 Rpt Yrs $ 2,015,504 $ $ $ Ago 2 Rpt Yrs $ 3,792,889 $ $ $ Ago 1 Rpt Yr Ago $ 4,285,959 $ $ $ Sum of Column 2 Last Year’s Sch C Col 4 minus: Current Adjusted Balance larger of Col 3 or Reporting $1mm (report positive $) Year $ $ $ 1,533,204 $ 11,463,605 $ Reporting Year Ending Unencumbered Balance and Adjusted Balance 11. : Unencumbered Balance$ 11,657,637 a. (End of Year) [Page 3, Line 6b] b. If eligible, adjust the Unencumbered Balance for: Debt Proceeds (1) [33334.12(g)(3)(B)]: $ 7,988,838 Identify unspent debt proceeds and related income remaining at end of reporting year Land Conveyance Losses (2) [(33334.12(g)(3)(A))]: Identify reporting year losses from sales/grants/leases of land acquired with low-mod $ funds, if 49% or more of new or rehabilitated units will be affordable to lower-income households Adjusted Balance$ 3,668,799 12. (for next year’s determination of Excess Surplus) [Line 11a minus sum of 11b(1) and 11b(2)] Note: Do not enter Adjusted Balance in Col 4. It is to be reported as next year’s 1st day amount to determine Excess Surplus a. If there is remaining Excess Surplus from what was determined on the first day of the reporting year, describe HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) the agency's plan (as specified in Section 33334.10) for transferring, encumbering, or expending excess surplus: b. If the plan described in 12a. was adopted, enter the plan adoption date: _____/_____/_____ mo day yr Miscellaneous Uses of Funds 13. If an amount is reported in 4e., pursuant to Section 33080.4(a)(6), report the total number of very 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 N/A expenditures for improvements, no units should be reported here.) Households Benefiting Income Households Households from Elimination of Duration of Deed Restriction Level Constructed Rehabilitated Health and Safety Hazard Very Low Low Moderate 14. If the agency is holding land for future housing development (refer to Line 8b), summarize the acreage (round to tenths, do not report square footage), zoning, date of purchase, and the anticipated start date for the housing development. No. of Purchase Estimated Site Name/Location* Acres Zoning Date Date Available Comments *The Civic Center Specific Plan governs the 1700 Main Street 3.4 * 4-11-00 October 2004 subject property . 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 N/A revenue bond program, or home financing program described in that Section, to provide the following information: a. Has your agency used the authority related to definitions of income or family size adjustment factors provided in Section 33334.13(a)? Yes No Not Applicable HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) b. Has the agency complied with requirements in Section 33334.13(b) related to assistance for very low-income households equal to twice that provided for above moderate-income households? Yes No Not Applicable HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) 16. Did the Agency use non-LMIHF 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-LMIHF 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 from 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: Cash Flow Statement Date of document: 12 / 31 / 2002 mo day yr Name of Agency Custodian (person): Tina Rodriguez Custodian’s telephone number: (310) 458-2232 Place where record can be accessed: 2121 Cloverfield Bl., #100 Name of document: _______________________________ Date of document: _____/_____/_____ mo day yr Name of Agency Custodian (person):_______________________________ Custodian’s telephone number: _______________________________ Place where record can be accessed: _______________________________ Use of Other Redevelopment Funds for Housing 18. Please briefly describe the use of any non-LMIHF redevelopment funds (i.e., contributions from the other 80% of tax increment revenue) to construct, improve, assist, or preserve housing in the community. None. Suggestions/Resource Needs 19. 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? Annual Monitoring Reports of Previously Completed Projects/Programs 20. Were all Annual Monitoring Reports received for all prior years’ projects/programs?: Yes No HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Project Achievement and HCD Director’s Award for Housing Excellence 21. 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 Director's 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, next 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. rd For convenience, the diskette can be separately mailed to: HCD Policy Division, 1800 3 Street, Sacramento, CA 95814 or data can be emailed by attaching the file and sending it to: atorrens@hcd.ca.gov or rlevy@hcd.ca.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): Existing Units (Previously Occupied) - New Construction to own - Rehabilitation of Owner-Occupied - New Construction to rent - Rehabilitation of Tenant-Occupied - Rehabilitation to own - Acquisition and Rehabilitation to Own - Rehabilitation to rent - Acquisition and Rehabilitation to Rent - Adaptive Re-use - Mobilehomes/Manufactured Homes - Mixed Use Infill - Payment Assistance for Owner or Renter - Mobilehomes/Manufactured Homes - Transitional Housing - Mortgage Assistance - Other (describe) - 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 type 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, approval, financing, construction, operation, and cost, etc. ? Specific agency and/or community goals and objectives met, etc. HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) ACHIEVEMENT EXAMPLE Project Type: NEW CONSTRUCTION- OWNER OCCUPIED ______________ Redevelopment Agency Contact: Name (Area Code) Telephone # Project/Program Name: ________________ Project or Program Description During the reporting year, construction of 12 homes were completed. ___________________ Enterprises, which specializes in community self-help projects, was the developer, assisting 12 families in the construction of their new homes. The homes took 10 months to build. The families' work on the homes was converted into "sweat equity" valued at $15,000. The first mortgage was from CHFA. Families were also given an affordable second mortgage. The second and third mortgage loans were funded by LMIHF and HOME funds. History The ___________(City or County) of____________ struggled for several years over what to do about the ________________ area. The ______________ tried to encourage development in the area by rezoning a large portion of the area for multi-family use, and twice attempted to create improvement districts. None of these efforts were successful and the area continued to deteriorate, sparking growing concern among city officials and residents. At the point that the Redevelopment Agency became involved, there was significant ill will between the residents of the ___________________ and the (City or County). The _________________________________ introduced the project in _________ with discussions of how the Agency could become involved in improving the blighted residential neighborhood centering on ______________________. This area is in the core area of town and was developed with disproportionately narrow, deep lots, based on a subdivision plat laid in 1950. Residents built their homes on the street frontages of ____________________ and ___________________ leaving large back-lot areas that were landlocked and unsuitable for development, having no access to either avenue. The Agency worked with 24 property owners to purchase portions of their properties. Over several years, the Agency purchased enough property to complete a tract map creating access and lots for building. Other non-profits have created an additional twelve affordable homes. Agency Role The Agency played the central role. The ___________________ Project is a classic example of successful redevelopment. All elements of blight were present: irregular, land-locked parcels without access; numerous property owners; development that lagged behind that of the surrounding municipal property; high development cost due to need for installation of street improvements, utilities, a storm drain system, and undergrounding of a flood control creek; and a low-income neighborhood in which property sale prices would not support high development costs. The Agency determined that the best development for the area would be single-family owner-occupied homes. The Agency bonded its tax increment to fund the off-site improvements. A tract map was completed providing for the installation of the street improvements, utilities, storm drainage, and the undergrounding of ____________ Creek. These improvements cost the Agency approximately $1.5 million. In lieu of using the eminent domain process, the Agency negotiated with 22 property owners to purchase portions of their property, allowing for access to the landlocked parcels. This helped foster trust and good will during the course of the negotiations. The Project got underway once sufficient property was purchased. HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Santa Monica Redevelopment Agency Fiscal Year 2001-02 HCD-D Schedules - Summary Proj HCD ect Forms D1 D2 D3 D4 D5 D6 D7 v v 1. 1015 02nd Street v v v 2. 1116 04th Street v v v 3. 1535 06th Street v v v 4. 1838 09th Street v v 5. 838 10th Street v v v 6. 811 11th Street v v 7. 823 12th Street v v 8. 1514 14th Street v v 9. 1457 16th Street v v v 10. 1753 17th Street v v 11. 1925 20th Street v v 12. 609 Broadway v v 13. 2449 Centinela Ave v v 14. 502 Colorado Ave v v v 15. 2200 Colorado Ave v v 16. 818 Euclid v v 17. 1259 Palisades Bch Bl v v v 18. 620 Santa Monica Bl D1: General Project Information D2: Replacement Housing Units D3: Inclusionary Housing Units (Inside the Project Area) D4: Inclusionary Housing Units (Outside the Project Area) D5: Other Housing Units Assisted by Agency (with LMIHF) D6: Other Housing Units Assisted by Agency (without LMIHF) D7: Other Housing Units Provided (Neither Assisted or Funded by Agency) HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1,14 owner; Area 2, 4 rental; & Outside, 2 rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3, 20 rental; 4 Agy Dev, 16 Nonagy Dev. Complete 2 D-1s and 2 D-5s. 3: 15 sub rehab rental (restricted): Area 4, 15 Nonagy Dev, owner. Complete 1 D-1 and 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted rental), 8 Nonagy Dev (nonrestricted owner) Complete 2 D-1s, 1 D-3, and 1 D-5. Name of Redevelopment Agency: Santa Monica Redevelopment Agency Identify Project Area or specify “Outside”: Earthquake Recovery nd General Title of Housing Project/Program: 1015 02 Street Project/Program Address (optional): Street: City: ZIP: nd 1015 02 Street Santa Monica 90403 nd Owner Name (optional) : 1015 2 Street LLC Restricted Units: # Unrestricted Units: Total Project/Program Units: __0____ # __31__ #_ __31__ For projects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi-family rental project [Gov’t Code Section 65863.10(a)(2)]? 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 (Note: A unit may serve more than one of the “Special Needs” listed below, therefore the sum of all “Special Needs” can exceed the “Number of Units Restricted for Special Needs”) # # # DISABLED (Mental) FARMWORKER (Permanent) TRANSITIONAL HOUSING # # # DISABLED (Physical) FEMALE HEAD OF HOUSHOLD 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 using digits, e.g. 09/19/2001): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHFWithout LMIHF Inception Termination Funding Sources: Redevelopment Funds: $ __________ Federal Funds $ __________ State Funds: $ __________ Other Local Funds: $ __________ Private Funds: $ __________ Owner’s Equity: $ __________ TCAC/Federal Award: $ __________ TCAC/State Award: $ __________ Total Development/Purchase Cost: __________ $ Check all appropriate form(s) below that will be used to identify all of this Project’s/Program’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) HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Outside Project Area (Sch HCD-D4) Without LMIHF (Sch HCD-D6) Without any Agency Assistance (Sch HCD-D7) SCHEDULE HCD-D7 HOUSING UNITS PROVIDED (NO AGENCY ASSISTANCE) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name, or “Outside”: Earthquake Recovery Project nd Housing Project Name: 1015 2 Street NOTE: On this form, only report UNITS NOT REPORTED on HCD-D2 through HCD-D6 for project/program units that have not received any agency assistance. Agency assistance includes either financial assistance (LMIHF or other agency funds) or nonfinancial assistance (design, planning, etc.) provided by agency staff. In some cases, of the total units reported on HCD D1, a portion of units in the same project/program may be agency assisted (reported on HCD-D2 through HCD-D6) whereas other units may be unassisted by the agency (reported on HCD-D7). The intent of this form is to: (1) reconcile any difference between total project/program units reported on HCD-D1 compared to the sum of all the project’s/program’s units reported on HCD-D2 through HCD-D6, and (2) account for other (nonassisted) housing units provided inside a project area that increases the agency’s inclusionary obligation. Reporting non-agency assisted projects outside a project area is optional, if units do not make-up any part of total units reported on HCD-D1. HCD-D7 Reporting Examples Example 1 (reporting partial units): A new 100 unit project was built (reported on HCD-D1, Inside or Outside a project area). Fifty (50) units received agency assistance [30 affordable LMIHF units (reported on either HCD-D2, D3, D4, or D5) and 20 above moderate units were funded with other agency funds (reported on HCD-D6)]. The remaining 50 (privately financed and developed market-rate units) must be reported on HCD-D7 to make up the difference between 100 reported on D1 and 50 reported on D2-D6). Example 2 (reporting all units): Inside a project area a condemned, historic property was substantially rehabilitated (multi- family or single-family), funded by tax credits and other private financing without any agency assistance. Check whether Inside or Outside Project Area in completing applicable information below: Inside Project Area Enter the number for each applicable activity: New Construction Units: Substantial Rehabilitation Units:31 Total Units: 31 If the agency did not provide any assistance to any part of the inside Project Area project, provide: Building Permit Number: Permit Date: // C03154 10 29 2001 mo day yr Outside Project Area Enter the number for each applicable activity: New Construction Units: Substantial Rehabilitation Units: Total Units: Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported: HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) 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) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1,14 owner; Area 2, 4 rental; & Outside, 2 rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3, 20 rental; 4 Agy Dev, 16 Nonagy Dev. Complete 2 D-1s and 2 D-5s. 3: 15 sub rehab rental (restricted): Area 4, 15 Nonagy Dev, owner. Complete 1 D-1 and 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted rental), 8 Nonagy Dev (nonrestricted owner) Complete 2 D-1s, 1 D-3, and 1 D-5. Name of Redevelopment Agency: _____Santa Monica Redevelopment Agency________ Identify Project Area or specify “Outside”: _____ Earthquake Redevelopment Project Area______ General Title of Housing Project/Program: _____Fourth Street Senior Housing Project__________ Project/Program Address (optional): Street: City: ZIP: 1116-1146 Fourth Street Santa Monica 90403 Owner Name (optional) : _________Menorah Housing Foundation___________________________________ Restricted Units: #______ Unrestricted Units: Total Project/Program Units: 65 #_____ 1 __ 66___ For projects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi-family rental project [Gov’t Code Section 65863.10(a)(2)]? YES NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY # 0 end Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY # 0 end Number of units restricted for special needs: # 65 (number must not exceed “Total Project Units”) Number of units restricted that are serving one or more Special Needs : #__65__ Check, if data not available (Note: A unit may serve more than one of the “Special Needs” listed below, therefore the sum of all “Special Needs” can exceed the “Number of Units Restricted for Special Needs”) # # # DISABLED (Mental) FARMWORKER (Permanent) TRANSITIONAL HOUSING # # # 65 DISABLED (Physical) FEMALE HEAD OF HOUSHOLD 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 using digits, e.g. 09/19/2001): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHFWithout LMIHF 03/07/2001 Inception 03/07/2056 Termination Funding Sources: Redevelopment Funds: $ ___826,000_ Federal Funds $ __7,069,000_ State Funds: $ __________ Other Local Funds: $ __1,544,000 Private Funds: $ ____10,000 Owner’s Equity: $ __________ TCAC/Federal Award: $ __________ HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) TCAC/State Award: $ __________ Total Development/Purchase Cost: __9,449,000 $ Check all appropriate form(s) below that will be used to identify all of this Project’s/Program’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) Without any Agency Assistance (Sch HCD-D7) SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units with required affordability restrictions that agency or community controls) Agency: ___ Santa Monica Redevelopment Agency_____________________________ _______________________________________________________________________ Redevelopment Project Area Name: _____Earthquake Redevelopment Project Area__ Affordable Housing Project Name: ______Fourth Street Senior Citizen Housing Project Check only one. If both apply, complete a separate form for each (with another Sch-D1): Agency Developed Non-Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): Rental Owner-Occupied Enter the number of units for each applicable activity below: Note: “INELG” refers to a household that is no longer eligible but still a temporary resident and part of the total New Construction Units: A. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD INELG. VLOW LOW MOD INELG. VLOW LOW MOD INELG. TOTATOTATOTA L L L 65 65 65 65 Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): Substantial Rehabilitation (Post-93/AB 1290 Definition of Value >25%: Credit for Obligations Since 1994): B. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L 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 Obligations Between 1976 and C. 1994): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L Acquisition of Covenants (Post-93/AB 1290 Reform: Only Multi-Family for Vlow & Low & Other D. Restrictions): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) TOTAL Elderly / Non Elderly Units 65 TOTAL UNITS (Add only TOTAL of all “”): If TOTAL UNITS is less than “Total Project 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 (Outside Project Area) Other Housing Units Provided: (Sch HCD-D2) (Sch HCD-D4) With LMIHF (Sch HCD-D5) Without LMIHF (Sch HCD-D6) Without any Agency Assistance (Sch HCD-D7) Identify the number of Inclusionary Units which also have been counted as Replacement Units: Not Applicable SCHEDULE HCD-D7 HOUSING UNITS PROVIDED (NO AGENCY ASSISTANCE) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name, or “Outside”: Earthquake Recovery Project th Housing Project Name: 1116 – 1146 04 Street NOTE: On this form, only report UNITS NOT REPORTED on HCD-D2 through HCD-D6 for project/program units that have not received any agency assistance. Agency assistance includes either financial assistance (LMIHF or other agency funds) or nonfinancial assistance (design, planning, etc.) provided by agency staff. In some cases, of the total units reported on HCD D1, a portion of units in the same project/program may be agency assisted (reported on HCD-D2 through HCD-D6) whereas other units may be unassisted by the agency (reported on HCD-D7). The intent of this form is to: (1) reconcile any difference between total project/program units reported on HCD-D1 compared to the sum of all the project’s/program’s units reported on HCD-D2 through HCD-D6, and (2) account for other (nonassisted) housing units provided inside a project area that increases the agency’s inclusionary obligation. Reporting non-agency assisted projects outside a project area is optional, if units do not make-up any part of total units reported on HCD-D1. HCD-D7 Reporting Examples Example 1 (reporting partial units): A new 100 unit project was built (reported on HCD-D1, Inside or Outside a project area). Fifty (50) units received agency assistance [30 affordable LMIHF units (reported on either HCD-D2, D3, D4, or D5) and 20 above moderate units were funded with other agency funds (reported on HCD-D6)]. The remaining 50 (privately financed and developed market-rate units) must be reported on HCD-D7 to make up the difference between 100 reported on D1 and 50 reported on D2-D6). Example 2 (reporting all units): Inside a project area a condemned, historic property was substantially rehabilitated (multi- family or single-family), funded by tax credits and other private financing without any agency assistance. Check whether Inside or Outside Project Area in completing applicable information below: Inside Project Area Enter the number for each applicable activity: New Construction Units: 1 Substantial Rehabilitation Units: Total Units: 1 If the agency did not provide any assistance to any part of the inside Project Area project, provide: HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Building Permit Number: Permit Date: // C08431 12 19 2001 mo day yr Outside Project Area Enter the number for each applicable activity: New Construction Units: Substantial Rehabilitation Units: Total Units: Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported: 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) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1,14 owner; Area 2, 4 rental; & Outside, 2 rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3, 20 rental; 4 Agy Dev, 16 Nonagy Dev. Complete 2 D-1s and 2 D-5s. 3: 15 sub rehab rental (restricted): Area 4, 15 Nonagy Dev, owner. Complete 1 D-1 and 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted rental), 8 Nonagy Dev (nonrestricted owner) Complete 2 D-1s, 1 D-3, and 1 D-5. Name of Redevelopment Agency: Santa Monica Redevelopment Agency Identify Project Area or specify “Outside”: Earthquake Recovery th General Title of Housing Project/Program: 1535 6 Street Project/Program Address (optional): Street: City: ZIP: th 1535 6 St., Santa Monica 90401 Owner Name (optional) : JSM Treviso, LLC Restricted Units: # Unrestricted Units: # Total Project/Program Units: ___5_____43 __ #_ __48__ For projects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi-family rental project [Gov’t Code Section 65863.10(a)(2)]? YES NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY # 0 end Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY # 0 end Number of units restricted for special needs: # 5 (number must not exceed “Total Project Units”) Number of units restricted that are serving one or more Special Needs : # 5 Check, if data not available (Note: A unit may serve more than one of the “Special Needs” listed below, therefore the sum of all “Special Needs” can exceed the “Number of Units Restricted for Special Needs”) # # # DISABLED (Mental) FARMWORKER (Permanent) TRANSITIONAL HOUSING # # # 5 DISABLED (Physical) FEMALE HEAD OF HOUSHOLD 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 using digits, e.g. 09/19/2001): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) With LMIHFWithout LMIHF March 28, 2001 Inception March 28, 2056 Termination Funding Sources: NOTE: Redevelopment Funds: $ __________ -Funding sources not available Federal Funds $ __________ -Privately developed State Funds: $ __________ -Agreement imposing deed restrictions of Other Local Funds: $ __________ benefit to the city with 55-year term Private Funds: $ Not Available Owner’s Equity: $ __________ TCAC/Federal Award: $ __________ TCAC/State Award: $ __________ Total Development/Purchase Cost: __________ $ Check all appropriate form(s) below that will be used to identify all of this Project’s/Program’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) Without any Agency Assistance (Sch HCD-D7) SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units with required affordability restrictions that agency or community controls) Agency: ___ Santa Monica Redevelopment Agency_____________________________ _______________________________________________________________________ Redevelopment Project Area Name: _____Earthquake Redevelopment Project Area__ th Affordable Housing Project Name: ______1535 6 Street_______________________ Check only one. If both apply, complete a separate form for each (with another Sch-D1): Agency Developed Non-Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): Rental Owner-Occupied Enter the number of units for each applicable activity below: Note: “INELG” refers to a household that is no longer eligible but still a temporary resident and part of the total New Construction Units: B. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD INELG. VLOW LOW MOD INELG. VLOW LOW MOD INELG. TOTATOTATOTA L L L 5 5 5 5 Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): Substantial Rehabilitation (Post-93/AB 1290 Definition of Value >25%: Credit for Obligations Since 1994): B. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L 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 Obligations Between 1976 and C. 1994): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L Acquisition of Covenants (Post-93/AB 1290 Reform: Only Multi-Family for Vlow & Low & Other D. Restrictions): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L TOTAL Elderly / Non Elderly Units 5 TOTAL UNITS (Add only TOTAL of all “”): If TOTAL UNITS is less than “Total Project 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 (Outside Project Area) Other Housing Units Provided: (Sch HCD-D2) (Sch HCD-D4) With LMIHF (Sch HCD-D5) Without LMIHF (Sch HCD-D6) Without any Agency Assistance (Sch HCD-D7) Identify the number of Inclusionary Units which also have been counted as Replacement Units: Not Applicable SCHEDULE HCD-D7 HOUSING UNITS PROVIDED (NO AGENCY ASSISTANCE) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name, or “Outside”: Earthquake Recovery Project Housing Project Name: 1535 Sixth Street NOTE: On this form, only report UNITS NOT REPORTED on HCD-D2 through HCD-D6 for project/program units that have not received any agency assistance. Agency assistance includes either financial assistance (LMIHF or other agency funds) or nonfinancial assistance (design, planning, etc.) provided by agency staff. In some cases, of the total units reported on HCD D1, a portion of units in the same project/program may be agency assisted (reported on HCD-D2 through HCD-D6) whereas other units may be unassisted by the agency (reported on HCD-D7). The intent of this form is to: (1) reconcile any difference between total project/program units reported on HCD-D1 compared to the sum of all the project’s/program’s units reported on HCD-D2 through HCD-D6, and (2) account for other (nonassisted) housing units provided inside a project area that increases the agency’s inclusionary obligation. Reporting non-agency assisted projects outside a project area is optional, if units do not make-up any part of total units reported on HCD-D1. HCD-D7 Reporting Examples Example 1 (reporting partial units): A new 100 unit project was built (reported on HCD-D1, Inside or Outside a project area). Fifty (50) units received agency assistance [30 affordable LMIHF units (reported on either HCD-D2, D3, D4, or D5) and 20 above moderate units were funded with other agency funds (reported on HCD-D6)]. The remaining 50 (privately financed and developed market-rate units) must be reported on HCD-D7 to make up the difference between 100 reported on D1 and 50 reported on D2-D6). Example 2 (reporting all units): Inside a project area a condemned, historic property was substantially rehabilitated (multi- family or single-family), funded by tax credits and other private financing without any agency assistance. Check whether Inside or Outside Project Area in completing applicable information below: Inside Project Area HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Enter the number for each applicable activity: New Construction Units: 43 Substantial Rehabilitation Units: Total Units: 43 If the agency did not provide any assistance to any part of the inside Project Area project, provide: Building Permit Number: Permit Date: // C07984 01 29 2002 mo day yr Outside Project Area Enter the number for each applicable activity: New Construction Units: Substantial Rehabilitation Units: Total Units: Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported: 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) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1,14 owner; Area 2, 4 rental; & Outside, 2 rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3, 20 rental; 4 Agy Dev, 16 Nonagy Dev. Complete 2 D-1s and 2 D-5s. 3: 15 sub rehab rental (restricted): Area 4, 15 Nonagy Dev, owner. Complete 1 D-1 and 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted rental), 8 Nonagy Dev (nonrestricted owner) Complete 2 D-1s, 1 D-3, and 1 D-5. Name of Redevelopment Agency: Santa Monica Redevelopment Agency Identify Project Area or specify “Outside”: Earthquake Recovery th General Title of Housing Project/Program: 1838 09 Street Project/Program Address (optional): Street: City: ZIP: th 1838 09 Street Santa Monica 90404 Owner Name (optional) : Dalah Ron Restricted Units: #_____ Unrestricted Units: Total Project/Program Units: 2 #_____ 5 #_____ 7 For projects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi-family rental project [Gov’t Code Section 65863.10(a)(2)]? YES NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY # 0 end Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY # 0 end Number of units restricted for special needs: # 0 (number must not exceed “Total Project Units”) Number of units restricted that are serving one or more Special Needs : # 0 Check, if data not available HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) (Note: A unit may serve more than one of the “Special Needs” listed below, therefore the sum of all “Special Needs” can exceed the “Number of Units Restricted for Special Needs”) # # # DISABLED (Mental) FARMWORKER (Permanent) TRANSITIONAL HOUSING # # # DISABLED (Physical) FEMALE HEAD OF HOUSHOLD 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 using digits, e.g. 09/19/2001): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHFWithout LMIHF 07/09/1999 Inception 07/09/2054 Termination Funding Sources: NOTE: Redevelopment Funds: $ __________ -Funding sources not available Federal Funds $ __________ -Privately developed State Funds: $ __________ -Agreement imposing deed restrictions of Other Local Funds: $ __________ benefit to the city with 55-year term Private Funds: $ Not Available Owner’s Equity: $ __________ TCAC/Federal Award: $ __________ TCAC/State Award: $ __________ Total Development/Purchase Cost: __________ $ Check all appropriate form(s) below that will be used to identify all of this Project’s/Program’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) Without any Agency Assistance (Sch HCD-D7) SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units with required affordability restrictions that agency or community controls) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name: Earthquake Recovery th Affordable Housing Project Name: 1838 09 Street Check only one. If both apply, complete a separate form for each (with another Sch-D1): Agency Developed Non-Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): Rental Owner-Occupied Enter the number of units for each applicable activity below: Note: “INELG” refers to a household that is no longer eligible but still a temporary resident and part of the total New Construction Units: C. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD INELG. VLOW LOW MOD INELG. VLOW LOW MOD INELG. TOTATOTATOTA L L L 1 1 2 1 1 2 Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): Substantial Rehabilitation (Post-93/AB 1290 Definition of Value >25%: Credit for Obligations Since 1994): B. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L 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 Obligations Between 1976 and C. 1994): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L Acquisition of Covenants (Post-93/AB 1290 Reform: Only Multi-Family for Vlow & Low & Other D. Restrictions): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L TOTAL Elderly / Non Elderly Units 2 TOTAL UNITS (Add only TOTAL of all “”): If TOTAL UNITS is less than “Total Project 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 (Outside Project Area) Other Housing Units Provided: (Sch HCD-D2) (Sch HCD-D4) With LMIHF (Sch HCD-D5) Without LMIHF (Sch HCD-D6) Without any Agency Assistance (Sch HCD-D7) Identify the number of Inclusionary Units which also have been counted as Replacement Units: Not Applicable SCHEDULE HCD-D7 HOUSING UNITS PROVIDED (NO AGENCY ASSISTANCE) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name, or “Outside”: Earthquake Recovery Project th Housing Project Name: 1838 09 Street HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) NOTE: On this form, only report UNITS NOT REPORTED on HCD-D2 through HCD-D6 for project/program units that have not received any agency assistance. Agency assistance includes either financial assistance (LMIHF or other agency funds) or nonfinancial assistance (design, planning, etc.) provided by agency staff. In some cases, of the total units reported on HCD D1, a portion of units in the same project/program may be agency assisted (reported on HCD-D2 through HCD-D6) whereas other units may be unassisted by the agency (reported on HCD-D7). The intent of this form is to: (1) reconcile any difference between total project/program units reported on HCD-D1 compared to the sum of all the project’s/program’s units reported on HCD-D2 through HCD-D6, and (2) account for other (nonassisted) housing units provided inside a project area that increases the agency’s inclusionary obligation. Reporting non-agency assisted projects outside a project area is optional, if units do not make-up any part of total units reported on HCD-D1. HCD-D7 Reporting Examples Example 1 (reporting partial units): A new 100 unit project was built (reported on HCD-D1, Inside or Outside a project area). Fifty (50) units received agency assistance [30 affordable LMIHF units (reported on either HCD-D2, D3, D4, or D5) and 20 above moderate units were funded with other agency funds (reported on HCD-D6)]. The remaining 50 (privately financed and developed market-rate units) must be reported on HCD-D7 to make up the difference between 100 reported on D1 and 50 reported on D2-D6). Example 2 (reporting all units): Inside a project area a condemned, historic property was substantially rehabilitated (multi- family or single-family), funded by tax credits and other private financing without any agency assistance. Check whether Inside or Outside Project Area in completing applicable information below: Inside Project Area Enter the number for each applicable activity: New Construction Units: 5 Substantial Rehabilitation Units: Total Units: 5 If the agency did not provide any assistance to any part of the inside Project Area project, provide: Building Permit Number: Permit Date: // C08179 01 09 2002 mo day yr Outside Project Area Enter the number for each applicable activity: New Construction Units: Substantial Rehabilitation Units: Total Units: Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported: 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) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1,14 owner; Area 2, 4 rental; & Outside, 2 rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3, 20 rental; 4 Agy Dev, 16 Nonagy Dev. Complete 2 D-1s and 2 D-5s. HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) 3: 15 sub rehab rental (restricted): Area 4, 15 Nonagy Dev, owner. Complete 1 D-1 and 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted rental), 8 Nonagy Dev (nonrestricted owner) Complete 2 D-1s, 1 D-3, and 1 D-5. Name of Redevelopment Agency: Santa Monica Redevelopment Agency Identify Project Area or specify “Outside”: Earthquake Recovery th General Title of Housing Project/Program: 838 10 Street Project/Program Address (optional): Street: City: ZIP: th 838 10 St., Santa Monica 90403 Owner Name (optional) : Restricted Units: # Unrestricted Units: # Total Project/Program Units: __0_____4 __ #_ __4__ For projects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi-family rental project [Gov’t Code Section 65863.10(a)(2)]? 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 (Note: A unit may serve more than one of the “Special Needs” listed below, therefore the sum of all “Special Needs” can exceed the “Number of Units Restricted for Special Needs”) # # # DISABLED (Mental) FARMWORKER (Permanent) TRANSITIONAL HOUSING # # # DISABLED (Physical) FEMALE HEAD OF HOUSHOLD 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 using digits, e.g. 09/19/2001): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHFWithout LMIHF Inception Termination Funding Sources: Redevelopment Funds: $ __________ Federal Funds $ __________ State Funds: $ __________ Other Local Funds: $ __________ Private Funds: $ __________ Owner’s Equity: $ __________ TCAC/Federal Award: $ __________ TCAC/State Award: $ __________ Total Development/Purchase Cost: __________ $ Check all appropriate form(s) below that will be used to identify all of this Project’s/Program’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) Without any Agency Assistance (Sch HCD-D7) SCHEDULE HCD-D7 HOUSING UNITS PROVIDED (NO AGENCY ASSISTANCE) Agency: Santa Monica Redevelopment Agency HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Redevelopment Project Area Name, or “Outside”: Earthquake Recovery Project Housing Project Name: 838 10th Street NOTE: On this form, only report UNITS NOT REPORTED on HCD-D2 through HCD-D6 for project/program units that have not received any agency assistance. Agency assistance includes either financial assistance (LMIHF or other agency funds) or nonfinancial assistance (design, planning, etc.) provided by agency staff. In some cases, of the total units reported on HCD D1, a portion of units in the same project/program may be agency assisted (reported on HCD-D2 through HCD-D6) whereas other units may be unassisted by the agency (reported on HCD-D7). The intent of this form is to: (1) reconcile any difference between total project/program units reported on HCD-D1 compared to the sum of all the project’s/program’s units reported on HCD-D2 through HCD-D6, and (2) account for other (nonassisted) housing units provided inside a project area that increases the agency’s inclusionary obligation. Reporting non-agency assisted projects outside a project area is optional, if units do not make-up any part of total units reported on HCD-D1. HCD-D7 Reporting Examples Example 1 (reporting partial units): A new 100 unit project was built (reported on HCD-D1, Inside or Outside a project area). Fifty (50) units received agency assistance [30 affordable LMIHF units (reported on either HCD-D2, D3, D4, or D5) and 20 above moderate units were funded with other agency funds (reported on HCD-D6)]. The remaining 50 (privately financed and developed market-rate units) must be reported on HCD-D7 to make up the difference between 100 reported on D1 and 50 reported on D2-D6). Example 2 (reporting all units): Inside a project area a condemned, historic property was substantially rehabilitated (multi- family or single-family), funded by tax credits and other private financing without any agency assistance. Check whether Inside or Outside Project Area in completing applicable information below: Inside Project Area Enter the number for each applicable activity: New Construction Units: 4 Substantial Rehabilitation Units: Total Units: 4 If the agency did not provide any assistance to any part of the inside Project Area project, provide: Building Permit Number: Permit Date: // C08113 04 22 2002 mo day yr Outside Project Area Enter the number for each applicable activity: New Construction Units: Substantial Rehabilitation Units: Total Units: Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported: 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) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) For each different Project/Program (area/name/agy or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1,14 owner; Area 2, 4 rental; & Outside, 2 rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3, 20 rental; 4 Agy Dev, 16 Nonagy Dev. Complete 2 D-1s and 2 D-5s. 3: 15 sub rehab rental (restricted): Area 4, 15 Nonagy Dev, owner. Complete 1 D-1 and 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted rental), 8 Nonagy Dev (nonrestricted owner) Complete 2 D-1s, 1 D-3, and 1 D-5. Name of Redevelopment Agency: Santa Monica Redevelopment Agency Identify Project Area or specify “Outside”: Earthquake Recovery th General Title of Housing Project/Program: 811 11 Street Project/Program Address (optional): Street: City: ZIP: th 811 11 Street Santa Monica 90403 th Owner Name (optional) : 811 11 Street Partnership Restricted Units: # Unrestricted Units: # Total Project/Program Units: # __7 __1____ 6 __ _ _ For projects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi-family rental project [Gov’t Code Section 65863.10(a)(2)]? YES NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY # 0 end Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY # 0 end Number of units restricted for special needs: # 0 (number must not exceed “Total Project Units”) Number of units restricted that are serving one or more Special Needs : # 0 Check, if data not available (Note: A unit may serve more than one of the “Special Needs” listed below, therefore the sum of all “Special Needs” can exceed the “Number of Units Restricted for Special Needs”) # # # DISABLED (Mental) FARMWORKER (Permanent) TRANSITIONAL HOUSING # # # DISABLED (Physical) FEMALE HEAD OF HOUSHOLD 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 using digits, e.g. 09/19/2001): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHFWithout LMIHF June 8, 1999 Inception June 8, 2054 Termination Funding Sources: NOTE: Redevelopment Funds: $ __________ -Funding sources not available Federal Funds $ __________ -Privately developed State Funds: $ __________ -Agreement imposing deed restrictions of Other Local Funds: $ __________ benefit to the city with 55-year term Private Funds: $ Not Available Owner’s Equity: $ __________ TCAC/Federal Award: $ __________ TCAC/State Award: $ __________ Total Development/Purchase Cost: __________ $ Check all appropriate form(s) below that will be used to identify all of this Project’s/Program’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) HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Without any Agency Assistance (Sch HCD-D7) SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units with required affordability restrictions that agency or community controls) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name: Earthquake Recovery th Affordable Housing Project Name: 811 11 Street Check only one. If both apply, complete a separate form for each (with another Sch-D1): Agency Developed Non-Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): Rental Owner-Occupied Enter the number of units for each applicable activity below: Note: “INELG” refers to a household that is no longer eligible but still a temporary resident and part of the total New Construction Units: D. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD INELG. VLOW LOW MOD INELG. VLOW LOW MOD INELG. TOTATOTATOTA L L L 1 1 1 1 Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): Substantial Rehabilitation (Post-93/AB 1290 Definition of Value >25%: Credit for Obligations Since 1994): B. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L 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 Obligations Between 1976 and C. 1994): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L Acquisition of Covenants (Post-93/AB 1290 Reform: Only Multi-Family for Vlow & Low & Other D. Restrictions): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L TOTAL Elderly / Non Elderly Units 1 TOTAL UNITS (Add only TOTAL of all “”): If TOTAL UNITS is less than “Total Project 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 (Outside Project Area) Other Housing Units Provided: HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) (Sch HCD-D2) (Sch HCD-D4) With LMIHF (Sch HCD-D5) Without LMIHF (Sch HCD-D6) Without any Agency Assistance (Sch HCD-D7) Identify the number of Inclusionary Units which also have been counted as Replacement Units: Not Applicable SCHEDULE HCD-D7 HOUSING UNITS PROVIDED (NO AGENCY ASSISTANCE) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name, or “Outside”: Earthquake Recovery Project Housing Project Name: 811 11th Street NOTE: On this form, only report UNITS NOT REPORTED on HCD-D2 through HCD-D6 for project/program units that have not received any agency assistance. Agency assistance includes either financial assistance (LMIHF or other agency funds) or nonfinancial assistance (design, planning, etc.) provided by agency staff. In some cases, of the total units reported on HCD D1, a portion of units in the same project/program may be agency assisted (reported on HCD-D2 through HCD-D6) whereas other units may be unassisted by the agency (reported on HCD-D7). The intent of this form is to: (1) reconcile any difference between total project/program units reported on HCD-D1 compared to the sum of all the project’s/program’s units reported on HCD-D2 through HCD-D6, and (2) account for other (nonassisted) housing units provided inside a project area that increases the agency’s inclusionary obligation. Reporting non-agency assisted projects outside a project area is optional, if units do not make-up any part of total units reported on HCD-D1. HCD-D7 Reporting Examples Example 1 (reporting partial units): A new 100 unit project was built (reported on HCD-D1, Inside or Outside a project area). Fifty (50) units received agency assistance [30 affordable LMIHF units (reported on either HCD-D2, D3, D4, or D5) and 20 above moderate units were funded with other agency funds (reported on HCD-D6)]. The remaining 50 (privately financed and developed market-rate units) must be reported on HCD-D7 to make up the difference between 100 reported on D1 and 50 reported on D2-D6). Example 2 (reporting all units): Inside a project area a condemned, historic property was substantially rehabilitated (multi- family or single-family), funded by tax credits and other private financing without any agency assistance. Check whether Inside or Outside Project Area in completing applicable information below: Inside Project Area Enter the number for each applicable activity: New Construction Units: 6 Substantial Rehabilitation Units: Total Units: 6 If the agency did not provide any assistance to any part of the inside Project Area project, provide: Building Permit Number: Permit Date: // C07735 10 01 2001 mo day yr Outside Project Area Enter the number for each applicable activity: New Construction Units: Substantial Rehabilitation Units: HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Total Units: Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported: 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) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1,14 owner; Area 2, 4 rental; & Outside, 2 rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3, 20 rental; 4 Agy Dev, 16 Nonagy Dev. Complete 2 D-1s and 2 D-5s. 3: 15 sub rehab rental (restricted): Area 4, 15 Nonagy Dev, owner. Complete 1 D-1 and 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted rental), 8 Nonagy Dev (nonrestricted owner) Complete 2 D-1s, 1 D-3, and 1 D-5. Name of Redevelopment Agency: Santa Monica Redevelopment Agency Identify Project Area or specify “Outside”: Earthquake Recovery th General Title of Housing Project/Program: 823 12 Street Project/Program Address (optional): Street: City: ZIP: th 823-825 12 Street., Santa Monica 90403 Owner Name (optional) : Kourosh and Joseph Mahgerefteh Restricted Units: # Unrestricted Units: # Total Project/Program Units: __0_____ 6__ #_ __6__ For projects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi-family rental project [Gov’t Code Section 65863.10(a)(2)]? 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 (Note: A unit may serve more than one of the “Special Needs” listed below, therefore the sum of all “Special Needs” can exceed the “Number of Units Restricted for Special Needs”) # # # DISABLED (Mental) FARMWORKER (Permanent) TRANSITIONAL HOUSING # # # DISABLED (Physical) FEMALE HEAD OF HOUSHOLD 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 using digits, e.g. 09/19/2001): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHFWithout LMIHF Inception Termination Funding Sources: Redevelopment Funds: $ __________ Federal Funds $ __________ State Funds: $ __________ Other Local Funds: $ __________ HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Private Funds: $ __________ Owner’s Equity: $ __________ TCAC/Federal Award: $ __________ TCAC/State Award: $ __________ Total Development/Purchase Cost: __________ $ Check all appropriate form(s) below that will be used to identify all of this Project’s/Program’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) Without any Agency Assistance (Sch HCD-D7) SCHEDULE HCD-D7 HOUSING UNITS PROVIDED (NO AGENCY ASSISTANCE) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name, or “Outside”: Earthquake Recovery Project th Housing Project Name: 823-825 12 Street NOTE: On this form, only report UNITS NOT REPORTED on HCD-D2 through HCD-D6 for project/program units that have not received any agency assistance. Agency assistance includes either financial assistance (LMIHF or other agency funds) or nonfinancial assistance (design, planning, etc.) provided by agency staff. In some cases, of the total units reported on HCD D1, a portion of units in the same project/program may be agency assisted (reported on HCD-D2 through HCD-D6) whereas other units may be unassisted by the agency (reported on HCD-D7). The intent of this form is to: (1) reconcile any difference between total project/program units reported on HCD-D1 compared to the sum of all the project’s/program’s units reported on HCD-D2 through HCD-D6, and (2) account for other (nonassisted) housing units provided inside a project area that increases the agency’s inclusionary obligation. Reporting non-agency assisted projects outside a project area is optional, if units do not make-up any part of total units reported on HCD-D1. HCD-D7 Reporting Examples Example 1 (reporting partial units): A new 100 unit project was built (reported on HCD-D1, Inside or Outside a project area). Fifty (50) units received agency assistance [30 affordable LMIHF units (reported on either HCD-D2, D3, D4, or D5) and 20 above moderate units were funded with other agency funds (reported on HCD-D6)]. The remaining 50 (privately financed and developed market-rate units) must be reported on HCD-D7 to make up the difference between 100 reported on D1 and 50 reported on D2-D6). Example 2 (reporting all units): Inside a project area a condemned, historic property was substantially rehabilitated (multi- family or single-family), funded by tax credits and other private financing without any agency assistance. Check whether Inside or Outside Project Area in completing applicable information below: Inside Project Area Enter the number for each applicable activity: New Construction Units: Substantial Rehabilitation Units: 6 Total Units: 6 If the agency did not provide any assistance to any part of the inside Project Area project, provide: C08140 and Building Permit Number: Permit Date: // C08141 09 11 2001 mo day yr Outside Project Area Enter the number for each applicable activity: HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) New Construction Units: Substantial Rehabilitation Units: Total Units: Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported: 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) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1,14 owner; Area 2, 4 rental; & Outside, 2 rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3, 20 rental; 4 Agy Dev, 16 Nonagy Dev. Complete 2 D-1s and 2 D-5s. 3: 15 sub rehab rental (restricted): Area 4, 15 Nonagy Dev, owner. Complete 1 D-1 and 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted rental), 8 Nonagy Dev (nonrestricted owner) Complete 2 D-1s, 1 D-3, and 1 D-5. Name of Redevelopment Agency: Santa Monica Redevelopment Agency Identify Project Area or specify “Outside”: Earthquake Recovery th General Title of Housing Project/Program: 1514 14 Street Project/Program Address (optional): Street: City: ZIP: th 1514 14 Street Santa Monica 90404 Owner Name (optional) : Community Corporation of Santa Monica Restricted Units: #___ Unrestricted Units: #___ Total Project/Program Units: #___ 36 36 0 For projects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi-family rental project [Gov’t Code Section 65863.10(a)(2)]? YES NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY # 5 end Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY # 5 end Number of units restricted for special needs: # 0 (number must not exceed “Total Project Units”) Number of units restricted that are serving one or more Special Needs : # 0 Check, if data not available (Note: A unit may serve more than one of the “Special Needs” listed below, therefore the sum of all “Special Needs” can exceed the “Number of Units Restricted for Special Needs”) # # # DISABLED (Mental) FARMWORKER (Permanent) TRANSITIONAL HOUSING # # # DISABLED (Physical) FEMALE HEAD OF HOUSHOLD 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 using digits, e.g. 09/19/2001): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHFWithout LMIHF 06/22/1999 Inception 06/22/2024 Termination Funding Sources: NOTE: Not previously reported, completed 05/31/01. HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Redevelopment Funds: $ __________ Federal Funds $ __________ State Funds: $ __________ Other Local Funds: $ 2,996,000 Private Funds: $ 461,021 Owner’s Equity: $ 2,583 TCAC/Federal Award: $ __________ TCAC/State Award: $ __________ Total Development/Purchase Cost: $ 3,459,604 Check all appropriate form(s) below that will be used to identify all of this Project’s/Program’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) Without any Agency Assistance (Sch HCD-D7) SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units with required affordability restrictions that agency or community controls) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name: Earthquake Recovery th Affordable Housing Project Name: 1514 14 Street Check only one. If both apply, complete a separate form for each (with another Sch-D1): Agency Developed Non-Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): Rental Owner-Occupied Enter the number of units for each applicable activity below: Note: “INELG” refers to a household that is no longer eligible but still a temporary resident and part of the total New Construction Units: E. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD INELG. VLOW LOW MOD INELG. VLOW LOW MOD INELG. TOTATOTATOTA L L L Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): Substantial Rehabilitation (Post-93/AB 1290 Definition of Value >25%: Credit for Obligations Since 1994): B. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L 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 Obligations Between 1976 and C. 1994): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L Acquisition of Covenants (Post-93/AB 1290 Reform: Only Multi-Family for Vlow & Low & Other D. Restrictions): HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L 20 11 36 5 20 11 36 5 TOTAL Elderly / Non Elderly Units 36 TOTAL UNITS (Add only TOTAL of all “”): If TOTAL UNITS is less than “Total Project 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 (Outside Project Area) Other Housing Units Provided: (Sch HCD-D2) (Sch HCD-D4) With LMIHF (Sch HCD-D5) Without LMIHF (Sch HCD-D6) Without any Agency Assistance (Sch HCD-D7) Identify the number of Inclusionary Units which also have been counted as Replacement Units: Not Applicable SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1,14 owner; Area 2, 4 rental; & Outside, 2 rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3, 20 rental; 4 Agy Dev, 16 Nonagy Dev. Complete 2 D-1s and 2 D-5s. 3: 15 sub rehab rental (restricted): Area 4, 15 Nonagy Dev, owner. Complete 1 D-1 and 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted rental), 8 Nonagy Dev (nonrestricted owner) Complete 2 D-1s, 1 D-3, and 1 D-5. Name of Redevelopment Agency: Santa Monica Redevelopment Agency Identify Project Area or specify “Outside”: Earthquake Recovery th General Title of Housing Project/Program: 1457 16 Street Project/Program Address (optional): Street: City: ZIP: th 1457 16 Street / 1617 Broadway Santa Monica 90404 Owner Name (optional) : Restricted Units: #______ Unrestricted Units: Total Project/Program Units: 0 #_____ 4 #_____ 4 For projects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi-family rental project [Gov’t Code Section 65863.10(a)(2)]? 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 (Note: A unit may serve more than one of the “Special Needs” listed below, therefore the sum of all “Special Needs” can exceed the “Number of Units Restricted for Special Needs”) # # # DISABLED (Mental) FARMWORKER (Permanent) TRANSITIONAL HOUSING # # # DISABLED (Physical) FEMALE HEAD OF HOUSHOLD ELDERLY # # # FARMWORKER (Migrant) LARGE FAMILY EMERGENCY SHELTERS (4 or more Bedrooms) (allowable use only with “Other Housing HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Units Provided - Without LMIHF” Sch-D6) Affordability and/or Special Need Use Restriction Term (enter day/month/year using digits, e.g. 09/19/2001): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHFWithout LMIHF Inception Termination Funding Sources: Redevelopment Funds: $ __________ Federal Funds $ __________ State Funds: $ __________ Other Local Funds: $ __________ Private Funds: $ __________ Owner’s Equity: $ __________ TCAC/Federal Award: $ __________ TCAC/State Award: $ __________ Total Development/Purchase Cost: __________ $ Check all appropriate form(s) below that will be used to identify all of this Project’s/Program’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) Without any Agency Assistance (Sch HCD-D7) SCHEDULE HCD-D7 HOUSING UNITS PROVIDED (NO AGENCY ASSISTANCE) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name, or “Outside”: Earthquake Recovery Project th Housing Project Name: 1457 16 St. / 1617 Broadway NOTE: On this form, only report UNITS NOT REPORTED on HCD-D2 through HCD-D6 for project/program units that have not received any agency assistance. Agency assistance includes either financial assistance (LMIHF or other agency funds) or nonfinancial assistance (design, planning, etc.) provided by agency staff. In some cases, of the total units reported on HCD D1, a portion of units in the same project/program may be agency assisted (reported on HCD-D2 through HCD-D6) whereas other units may be unassisted by the agency (reported on HCD-D7). The intent of this form is to: (1) reconcile any difference between total project/program units reported on HCD-D1 compared to the sum of all the project’s/program’s units reported on HCD-D2 through HCD-D6, and (2) account for other (nonassisted) housing units provided inside a project area that increases the agency’s inclusionary obligation. Reporting non-agency assisted projects outside a project area is optional, if units do not make-up any part of total units reported on HCD-D1. HCD-D7 Reporting Examples Example 1 (reporting partial units): A new 100 unit project was built (reported on HCD-D1, Inside or Outside a project area). Fifty (50) units received agency assistance [30 affordable LMIHF units (reported on either HCD-D2, D3, D4, or D5) and 20 above moderate units were funded with other agency funds (reported on HCD-D6)]. The remaining 50 (privately financed and developed market-rate units) must be reported on HCD-D7 to make up the difference between 100 reported on D1 and 50 reported on D2-D6). Example 2 (reporting all units): Inside a project area a condemned, historic property was substantially rehabilitated (multi- family or single-family), funded by tax credits and other private financing without any agency assistance. Check whether Inside or Outside Project Area in completing applicable information below: Inside Project Area Enter the number for each applicable activity: HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) New Construction Units: 4 Substantial Rehabilitation Units: Total Units: 4 If the agency did not provide any assistance to any part of the inside Project Area project, provide: Building Permit Number: Permit Date: // B66349 03 13 2002 mo day yr Outside Project Area Enter the number for each applicable activity: New Construction Units: Substantial Rehabilitation Units: Total Units: Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported: 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) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1,14 owner; Area 2, 4 rental; & Outside, 2 rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3, 20 rental; 4 Agy Dev, 16 Nonagy Dev. Complete 2 D-1s and 2 D-5s. 3: 15 sub rehab rental (restricted): Area 4, 15 Nonagy Dev, owner. Complete 1 D-1 and 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted rental), 8 Nonagy Dev (nonrestricted owner) Complete 2 D-1s, 1 D-3, and 1 D-5. Name of Redevelopment Agency: Santa Monica Redevelopment Agency Identify Project Area or specify “Outside”: Earthquake Recovery General Title of Housing Project/Program: 1753 17th Street Project/Program Address (optional): Street: City: ZIP: 1753 17th Street Santa Monica 90404 Owner Name (optional) : Skaggs, Barry & Elaine Restricted Units: # Unrestricted Units: # Total Project/Program Units: # __5 __1____ 4 __ _ _ For projects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi-family rental project [Gov’t Code Section 65863.10(a)(2)]? YES NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY # 0 end Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY # 0 end Number of units restricted for special needs: # 0 (number must not exceed “Total Project Units”) Number of units restricted that are serving one or more Special Needs : # 0 Check, if data not available (Note: A unit may serve more than one of the “Special Needs” listed below, therefore the sum of all “Special Needs” can exceed the “Number of Units Restricted for Special Needs”) HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) # # # DISABLED (Mental) FARMWORKER (Permanent) TRANSITIONAL HOUSING # # # DISABLED (Physical) FEMALE HEAD OF HOUSHOLD 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 using digits, e.g. 09/19/2001): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHFWithout LMIHF July 25, 2002 Inception July 25, 2057 Termination Funding Sources: NOTE: Redevelopment Funds: $ __________ -Funding sources not available Federal Funds $ __________ -Privately developed State Funds: $ __________ -Agreement imposing deed restrictions of Other Local Funds: $ __________ benefit to the city with 55-year term Private Funds: $ Not Available Owner’s Equity: $ __________ TCAC/Federal Award: $ __________ TCAC/State Award: $ __________ Total Development/Purchase Cost: __________ $ Check all appropriate form(s) below that will be used to identify all of this Project’s/Program’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) Without any Agency Assistance (Sch HCD-D7) SCHEDULE HCD-D7 HOUSING UNITS PROVIDED (NO AGENCY ASSISTANCE) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name, or “Outside”: Earthquake Recovery Project Housing Project Name: 1753 17th Street NOTE: On this form, only report UNITS NOT REPORTED on HCD-D2 through HCD-D6 for project/program units that have not received any agency assistance. Agency assistance includes either financial assistance (LMIHF or other agency funds) or nonfinancial assistance (design, planning, etc.) provided by agency staff. In some cases, of the total units reported on HCD D1, a portion of units in the same project/program may be agency assisted (reported on HCD-D2 through HCD-D6) whereas other units may be unassisted by the agency (reported on HCD-D7). The intent of this form is to: (1) reconcile any difference between total project/program units reported on HCD-D1 compared to the sum of all the project’s/program’s units reported on HCD-D2 through HCD-D6, and (2) account for other (nonassisted) housing units provided inside a project area that increases the agency’s inclusionary obligation. Reporting non-agency assisted projects outside a project area is optional, if units do not make-up any part of total units reported on HCD-D1. HCD-D7 Reporting Examples Example 1 (reporting partial units): A new 100 unit project was built (reported on HCD-D1, Inside or Outside a project area). Fifty (50) units received agency assistance [30 affordable LMIHF units (reported on either HCD-D2, D3, D4, or D5) and 20 above moderate units were funded with other agency funds (reported on HCD-D6)]. The remaining 50 (privately financed and developed market-rate units) must be reported on HCD-D7 to make up the difference between 100 reported on D1 and 50 reported on D2-D6). Example 2 (reporting all units): Inside a project area a condemned, historic property was substantially rehabilitated (multi- family or single-family), funded by tax credits and other private financing without any agency assistance. HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Check whether Inside or Outside Project Area in completing applicable information below: Inside Project Area Enter the number for each applicable activity: New Construction Units: 4 Substantial Rehabilitation Units: Total Units: 4 If the agency did not provide any assistance to any part of the inside Project Area project, provide: Building Permit Number: Permit Date: // C07831 09 17 2001 mo day yr Outside Project Area Enter the number for each applicable activity: New Construction Units: Substantial Rehabilitation Units: Total Units: Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported: 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) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1,14 owner; Area 2, 4 rental; & Outside, 2 rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3, 20 rental; 4 Agy Dev, 16 Nonagy Dev. Complete 2 D-1s and 2 D-5s. 3: 15 sub rehab rental (restricted): Area 4, 15 Nonagy Dev, owner. Complete 1 D-1 and 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted rental), 8 Nonagy Dev (nonrestricted owner) Complete 2 D-1s, 1 D-3, and 1 D-5. Name of Redevelopment Agency: Santa Monica Redevelopment Agency Identify Project Area or specify “Outside”: Earthquake Recovery th General Title of Housing Project/Program: 1925 20 Street Project/Program Address (optional): Street: City: ZIP: th 1925 20 Street Santa Monica 90404 Owner Name (optional) : Community Corporation of Santa Monica Restricted Units: #___ Unrestricted Units: #___ Total Project/Program Units: #___ 34 34 0 For projects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi-family rental project [Gov’t Code Section 65863.10(a)(2)]? YES NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY # 4 end Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY # 8 end Number of units restricted for special needs: # 0 (number must not exceed “Total Project Units”) HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Number of units restricted that are serving one or more Special Needs : # 0 Check, if data not available (Note: A unit may serve more than one of the “Special Needs” listed below, therefore the sum of all “Special Needs” can exceed the “Number of Units Restricted for Special Needs”) # # # DISABLED (Mental) FARMWORKER (Permanent) TRANSITIONAL HOUSING # # # DISABLED (Physical) FEMALE HEAD OF HOUSHOLD 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 using digits, e.g. 09/19/2001): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHFWithout LMIHF 10/06/1999 Inception 10/06/2054 Termination Funding Sources: Redevelopment Funds: $ __________ Federal Funds $ __________ State Funds: $ __________ Other Local Funds: $ 2,990,951 Private Funds: $ 454,513 Owner’s Equity: $ __________ TCAC/Federal Award: $ __________ TCAC/State Award: $ __________ Total Development/Purchase Cost: 3,445,464 $ Check all appropriate form(s) below that will be used to identify all of this Project’s/Program’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) Without any Agency Assistance (Sch HCD-D7) SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units with required affordability restrictions that agency or community controls) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name: Earthquake Recovery th Affordable Housing Project Name: 1925 20 Street Check only one. If both apply, complete a separate form for each (with another Sch-D1): Agency Developed Non-Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): Rental Owner-Occupied Enter the number of units for each applicable activity below: Note: “INELG” refers to a household that is no longer eligible but still a temporary resident and part of the total New Construction Units: F. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD INELG. VLOW LOW MOD INELG. VLOW LOW MOD INELG. TOTATOTATOTA L L L Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): Substantial Rehabilitation (Post-93/AB 1290 Definition of Value >25%: Credit for Obligations Since 1994): B. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L 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 Obligations Between 1976 and C. 1994): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L Acquisition of Covenants (Post-93/AB 1290 Reform: Only Multi-Family for Vlow & Low & Other D. Restrictions): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L 24 6 34 4 24 6 34 4 TOTAL Elderly / Non Elderly Units 34 TOTAL UNITS (Add only TOTAL of all “”): If TOTAL UNITS is less than “Total Project 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 (Outside Project Area) Other Housing Units Provided: (Sch HCD-D2) (Sch HCD-D4) With LMIHF (Sch HCD-D5) Without LMIHF (Sch HCD-D6) Without any Agency Assistance (Sch HCD-D7) Identify the number of Inclusionary Units which also have been counted as Replacement Units: Not Applicable SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1,14 owner; Area 2, 4 rental; & Outside, 2 rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3, 20 rental; 4 Agy Dev, 16 Nonagy Dev. Complete 2 D-1s and 2 D-5s. 3: 15 sub rehab rental (restricted): Area 4, 15 Nonagy Dev, owner. Complete 1 D-1 and 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted rental), 8 Nonagy Dev (nonrestricted owner) Complete 2 D-1s, 1 D-3, and 1 D-5. Name of Redevelopment Agency: Santa Monica Redevelopment Agency Identify Project Area or specify “Outside”: Earthquake Recovery General Title of Housing Project/Program: 609 Broadway Project/Program Address (optional): Street: City: ZIP: 609 Broadway., Santa Monica 90401 Owner Name (optional) : Restricted Units: # Unrestricted Units: # Total Project/Program Units: ___0____ 56__ #_ __56__ HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) For projects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi-family rental project [Gov’t Code Section 65863.10(a)(2)]? 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 (Note: A unit may serve more than one of the “Special Needs” listed below, therefore the sum of all “Special Needs” can exceed the “Number of Units Restricted for Special Needs”) # # # DISABLED (Mental) FARMWORKER (Permanent) TRANSITIONAL HOUSING # # # DISABLED (Physical) FEMALE HEAD OF HOUSHOLD 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 using digits, e.g. 09/19/2001): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHFWithout LMIHF Inception Termination Funding Sources: Redevelopment Funds: $ __________ Federal Funds $ __________ State Funds: $ __________ Other Local Funds: $ __________ Private Funds: $ __________ Owner’s Equity: $ __________ TCAC/Federal Award: $ __________ TCAC/State Award: $ __________ Total Development/Purchase Cost: __________ $ Check all appropriate form(s) below that will be used to identify all of this Project’s/Program’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) Without any Agency Assistance (Sch HCD-D7) SCHEDULE HCD-D7 HOUSING UNITS PROVIDED (NO AGENCY ASSISTANCE) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name, or “Outside”: Earthquake Recovery Project Housing Project Name: 609 Broadway HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) NOTE: On this form, only report UNITS NOT REPORTED on HCD-D2 through HCD-D6 for project/program units that have not received any agency assistance. Agency assistance includes either financial assistance (LMIHF or other agency funds) or nonfinancial assistance (design, planning, etc.) provided by agency staff. In some cases, of the total units reported on HCD D1, a portion of units in the same project/program may be agency assisted (reported on HCD-D2 through HCD-D6) whereas other units may be unassisted by the agency (reported on HCD-D7). The intent of this form is to: (1) reconcile any difference between total project/program units reported on HCD-D1 compared to the sum of all the project’s/program’s units reported on HCD-D2 through HCD-D6, and (2) account for other (nonassisted) housing units provided inside a project area that increases the agency’s inclusionary obligation. Reporting non-agency assisted projects outside a project area is optional, if units do not make-up any part of total units reported on HCD-D1. HCD-D7 Reporting Examples Example 1 (reporting partial units): A new 100 unit project was built (reported on HCD-D1, Inside or Outside a project area). Fifty (50) units received agency assistance [30 affordable LMIHF units (reported on either HCD-D2, D3, D4, or D5) and 20 above moderate units were funded with other agency funds (reported on HCD-D6)]. The remaining 50 (privately financed and developed market-rate units) must be reported on HCD-D7 to make up the difference between 100 reported on D1 and 50 reported on D2-D6). Example 2 (reporting all units): Inside a project area a condemned, historic property was substantially rehabilitated (multi- family or single-family), funded by tax credits and other private financing without any agency assistance. Check whether Inside or Outside Project Area in completing applicable information below: Inside Project Area Enter the number for each applicable activity: New Construction Units: 56 Substantial Rehabilitation Units: Total Units: 56 If the agency did not provide any assistance to any part of the inside Project Area project, provide: Building Permit Number: Permit Date: // C07744 05 07 2002 mo day yr Outside Project Area Enter the number for each applicable activity: New Construction Units: Substantial Rehabilitation Units: Total Units: Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported: 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) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1,14 owner; Area 2, 4 rental; & Outside, 2 rental. Complete 3 D-1s & 3 D-5s. HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) 2: 20 sub rehab (nonrestricted): Area 3, 20 rental; 4 Agy Dev, 16 Nonagy Dev. Complete 2 D-1s and 2 D-5s. 3: 15 sub rehab rental (restricted): Area 4, 15 Nonagy Dev, owner. Complete 1 D-1 and 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted rental), 8 Nonagy Dev (nonrestricted owner) Complete 2 D-1s, 1 D-3, and 1 D-5. Name of Redevelopment Agency: Santa Monica Redevelopment Agency_____________ Identify Project Area or specify “Outside”: Outside________________ _____________________ General Title of Housing Project/Program: 2449 Centinela Avenue Project/Program Address (optional): Street: City: ZIP: 2449 Centinela Avenue Santa Monica 90405 Owner Name (optional) : Community Corporation of Santa Monica__________________________________ Restricted Units: Unrestricted Units: Total Project/Program Units: #__20___ #_____ 0 #_____ 20 For projects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi-family rental project [Gov’t Code Section 65863.10(a)(2)]? YES NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY # 12 end Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY # 12 end Number of units restricted for special needs: # 0 (number must not exceed “Total Project Units”) Number of units restricted that are serving one or more Special Needs : # 0 Check, if data not available (Note: A unit may serve more than one of the “Special Needs” listed below, therefore the sum of all “Special Needs” can exceed the “Number of Units Restricted for Special Needs”) # # # DISABLED (Mental) FARMWORKER (Permanent) TRANSITIONAL HOUSING # # # DISABLED (Physical) FEMALE HEAD OF HOUSHOLD 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 using digits, e.g. 09/19/2001): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHFWithout LMIHF 01/18/2001 Inception 01/18/2056 Termination Funding Sources: Redevelopment Funds: $ __2,201,000 Federal Funds $ __________ State Funds: $ __________ Other Local Funds: $ __________ Private Funds: $ ___382,476 Owner’s Equity: $ __________ TCAC/Federal Award: $ __________ TCAC/State Award: $ __________ Total Development/Purchase Cost: $ _2,583,476_ Check all appropriate form(s) below that will be used to identify all of this Project’s/Program’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) Without any Agency Assistance (Sch HCD-D7) SCHEDULE HCD-D5 OTHER HOUSING UNITS PROVIDED (AGENCY ASSISTANCE WITH LMIHF) HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) (units without minimum affordability restrictions and/or units that agency or community does not control) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name, or “Outside”: Outside Affordable Housing Project Name: 2449 Centinela Avenue Check only one: Inside Project Area Outside Project Area Check only one. If both apply, complete a separate form for each (with another Sch-D1): Agency Developed Non-Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): Rental Owner-Occupied Enter the number of units for each applicable activity below: Note: “INELG” refers to a household that is no longer eligible but still a temporary resident and part of the total New Construction Units: A. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L Substantial Rehabilitation Units (increased value, inclusive of land, is > 25%): B. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L Other Non-Substantial Rehabilitation Units: C. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L 2 6 20 12 2 6 20 12 Acquisition Only: D. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L Mobilehome Owner / Resident: E. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L Mobilehome Park Owner / Resident: F. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) SCHEDULE HCD-D5 OTHER HOUSING UNITS PROVIDED (AGENCY ASSISTANCE WITH LMIHF) (continued) Note: “INELG” refers to a household that is no longer eligible but still a temporary resident and part of the total Preservation (H&S 33334.2(e)(11) Threat of Public Assisted/Subsidized Rentals Converted to Market): G. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L Subsidy (other than any activity already reported on this form): H. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L Other Assistance: I. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L TOTAL UNITS (Add only TOTAL of all “TOTAL Elderly / Non Elderly Units”): 20 If TOTAL UNITS is less than “Total Project Units” shown on HCD Schedule D1, report the remainder 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: Other Housing Units Provided: (Sch HCD-D2) Inside Project Area (Sch HCD-D3) Without LMIHF (Sch HCD-D6) Outside Project Area (Sch HCD-D4) Without any Agency Assistance (Sch HCD-D7) HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1,14 owner; Area 2, 4 rental; & Outside, 2 rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3, 20 rental; 4 Agy Dev, 16 Nonagy Dev. Complete 2 D-1s and 2 D-5s. 3: 15 sub rehab rental (restricted): Area 4, 15 Nonagy Dev, owner. Complete 1 D-1 and 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted rental), 8 Nonagy Dev (nonrestricted owner) Complete 2 D-1s, 1 D-3, and 1 D-5. Name of Redevelopment Agency: Santa Monica Redevelopment Agency Identify Project Area or specify “Outside”: Earthquake Recovery General Title of Housing Project/Program: 502 Colorado Ave Project/Program Address (optional): Street: City: ZIP: 502 Colorado Ave Santa Monica 90401 Owner Name (optional) : Community Corporation of Santa Monica Restricted Units: #__ Unrestricted Units: #___ Total Project/Program Units: #___ 44 44 0 _ For projects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi-family rental project [Gov’t Code Section 65863.10(a)(2)]? YES NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY # 0 end Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY # 0 end Number of units restricted for special needs: # 0 (number must not exceed “Total Project Units”) Number of units restricted that are serving one or more Special Needs : # 0 Check, if data not available (Note: A unit may serve more than one of the “Special Needs” listed below, therefore the sum of all “Special Needs” can exceed the “Number of Units Restricted for Special Needs”) # # # DISABLED (Mental) FARMWORKER (Permanent) TRANSITIONAL HOUSING # # # DISABLED (Physical) FEMALE HEAD OF HOUSHOLD 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 using digits, e.g. 09/19/2001): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHFWithout LMIHF 06/13/00 Inception 06/13/55 Termination Funding Sources: Redevelopment Funds: $ * *NOTE: Federal Funds $ __________ No redevelopment funds, but land owned State Funds: $ __________ by RDA with a ground lease with owner. Other Local Funds: $ __________ Private Funds: $ __________ Owner’s Equity: $ __________ TCAC/Federal Award: $ __________ TCAC/State Award: $ __________ Total Development/Purchase Cost: __________ $ Check all appropriate form(s) below that will be used to identify all of this Project’s/Program’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) HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Outside Project Area (Sch HCD-D4) Without LMIHF (Sch HCD-D6) Without any Agency Assistance (Sch HCD-D7) SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units with required affordability restrictions that agency or community controls) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name: Earthquake Recovery Affordable Housing Project Name: 502 Colorado Ave Check only one. If both apply, complete a separate form for each (with another Sch-D1): Agency Developed Non-Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): Rental Owner-Occupied Enter the number of units for each applicable activity below: Note: “INELG” refers to a household that is no longer eligible but still a temporary resident and part of the total New Construction Units: G. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD INELG. VLOW LOW MOD INELG. VLOW LOW MOD INELG. TOTATOTATOTA L L L 44 44 44 44 Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): Substantial Rehabilitation (Post-93/AB 1290 Definition of Value >25%: Credit for Obligations Since 1994): B. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L 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 Obligations Between 1976 and C. 1994): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L Acquisition of Covenants (Post-93/AB 1290 Reform: Only Multi-Family for Vlow & Low & Other D. Restrictions): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L TOTAL Elderly / Non Elderly Units 44 TOTAL UNITS (Add only TOTAL of all “”): If TOTAL UNITS is less than “Total Project Units” on HCD Schedule D1, report the remaining units as instructed below. HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported: Replacement Housing Units Inclusionary Units (Outside Project Area) Other Housing Units Provided: (Sch HCD-D2) (Sch HCD-D4) With LMIHF (Sch HCD-D5) Without LMIHF (Sch HCD-D6) Without any Agency Assistance (Sch HCD-D7) Identify the number of Inclusionary Units which also have been counted as Replacement Units: Not Applicable SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1,14 owner; Area 2, 4 rental; & Outside, 2 rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3, 20 rental; 4 Agy Dev, 16 Nonagy Dev. Complete 2 D-1s and 2 D-5s. 3: 15 sub rehab rental (restricted): Area 4, 15 Nonagy Dev, owner. Complete 1 D-1 and 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted rental), 8 Nonagy Dev (nonrestricted owner) Complete 2 D-1s, 1 D-3, and 1 D-5. Name of Redevelopment Agency: Santa Monica Redevelopment Agency Identify Project Area or specify “Outside”: Earthquake Recovery General Title of Housing Project/Program: 2200 Colorado Avenue Project/Program Address (optional): Street: City: ZIP: 2200 Colorado Ave Santa Monica 90404 Owner Name (optional) : Lincoln Santa Monica Limited Partnership Restricted Units: # Unrestricted Units: Total Project/Program Units: __97___ # _253__ #_ __350_ For projects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi-family rental project [Gov’t Code Section 65863.10(a)(2)]? YES NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY # 0 end Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY # 0 end Number of units restricted for special needs: # 0 (number must not exceed “Total Project Units”) Number of units restricted that are serving one or more Special Needs : # 0 Check, if data not available (Note: A unit may serve more than one of the “Special Needs” listed below, therefore the sum of all “Special Needs” can exceed the “Number of Units Restricted for Special Needs”) # # # DISABLED (Mental) FARMWORKER (Permanent) TRANSITIONAL HOUSING # # # DISABLED (Physical) FEMALE HEAD OF HOUSHOLD 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 using digits, e.g. 09/19/2001): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHFWithout LMIHF 06/19/1998 Inception 06/19/2053 Termination Funding Sources: NOTE: Redevelopment Funds: $ __________ -Funding sources not available Federal Funds $ __________ -Privately developed State Funds: $ __________ -Agreement imposing deed restrictions of Other Local Funds: $ __________ benefit to the city with 55-year term HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Private Funds: $ Not Available Owner’s Equity: $ __________ TCAC/Federal Award: $ __________ TCAC/State Award: $ __________ Total Development/Purchase Cost: __________ $ Check all appropriate form(s) below that will be used to identify all of this Project’s/Program’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) Without any Agency Assistance (Sch HCD-D7) SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units with required affordability restrictions that agency or community controls) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name: Earthquake Recovery Affordable Housing Project Name: 2200 Colorado Ave Check only one. If both apply, complete a separate form for each (with another Sch-D1): Agency Developed Non-Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): Rental Owner-Occupied Enter the number of units for each applicable activity below: Note: “INELG” refers to a household that is no longer eligible but still a temporary resident and part of the total New Construction Units: H. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD INELG. VLOW LOW MOD INELG. VLOW LOW MOD INELG. TOTATOTATOTA L L L 45 52 97 45 52 97 Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): Substantial Rehabilitation (Post-93/AB 1290 Definition of Value >25%: Credit for Obligations Since 1994): B. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L 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 Obligations Between 1976 and C. 1994): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L Acquisition of Covenants (Post-93/AB 1290 Reform: Only Multi-Family for Vlow & Low & Other D. Restrictions): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) L TOTAL Elderly / Non Elderly Units 97 TOTAL UNITS (Add only TOTAL of all “”): If TOTAL UNITS is less than “Total Project 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 (Outside Project Area) Other Housing Units Provided: (Sch HCD-D2) (Sch HCD-D4) With LMIHF (Sch HCD-D5) Without LMIHF (Sch HCD-D6) Without any Agency Assistance (Sch HCD-D7) Identify the number of Inclusionary Units which also have been counted as Replacement Units: Not Applicable SCHEDULE HCD-D7 HOUSING UNITS PROVIDED (NO AGENCY ASSISTANCE) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name, or “Outside”: Earthquake Recovery Project Housing Project Name: 2200 Colorado Avenue NOTE: On this form, only report UNITS NOT REPORTED on HCD-D2 through HCD-D6 for project/program units that have not received any agency assistance. Agency assistance includes either financial assistance (LMIHF or other agency funds) or nonfinancial assistance (design, planning, etc.) provided by agency staff. In some cases, of the total units reported on HCD D1, a portion of units in the same project/program may be agency assisted (reported on HCD-D2 through HCD-D6) whereas other units may be unassisted by the agency (reported on HCD-D7). The intent of this form is to: (1) reconcile any difference between total project/program units reported on HCD-D1 compared to the sum of all the project’s/program’s units reported on HCD-D2 through HCD-D6, and (2) account for other (nonassisted) housing units provided inside a project area that increases the agency’s inclusionary obligation. Reporting non-agency assisted projects outside a project area is optional, if units do not make-up any part of total units reported on HCD-D1. HCD-D7 Reporting Examples Example 1 (reporting partial units): A new 100 unit project was built (reported on HCD-D1, Inside or Outside a project area). Fifty (50) units received agency assistance [30 affordable LMIHF units (reported on either HCD-D2, D3, D4, or D5) and 20 above moderate units were funded with other agency funds (reported on HCD-D6)]. The remaining 50 (privately financed and developed market-rate units) must be reported on HCD-D7 to make up the difference between 100 reported on D1 and 50 reported on D2-D6). Example 2 (reporting all units): Inside a project area a condemned, historic property was substantially rehabilitated (multi- family or single-family), funded by tax credits and other private financing without any agency assistance. Check whether Inside or Outside Project Area in completing applicable information below: Inside Project Area Enter the number for each applicable activity: New Construction Units: 253 Substantial Rehabilitation Units: Total Units: 253 If the agency did not provide any assistance to any part of the inside Project Area project, provide: HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Building Permit Number: Permit Date: // C03104 10 30 2001 mo day yr Outside Project Area Enter the number for each applicable activity: New Construction Units: Substantial Rehabilitation Units: Total Units: Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported: 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) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1,14 owner; Area 2, 4 rental; & Outside, 2 rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3, 20 rental; 4 Agy Dev, 16 Nonagy Dev. Complete 2 D-1s and 2 D-5s. 3: 15 sub rehab rental (restricted): Area 4, 15 Nonagy Dev, owner. Complete 1 D-1 and 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted rental), 8 Nonagy Dev (nonrestricted owner) Complete 2 D-1s, 1 D-3, and 1 D-5. Name of Redevelopment Agency: Santa Monica Redevelopment Agency Identify Project Area or specify “Outside”: Earthquake Recovery General Title of Housing Project/Program: 818 Euclid Ave. Project/Program Address (optional): Street: City: ZIP: 818 Euclid Ave., Santa Monica 90403 Owner Name (optional) : Restricted Units: # Unrestricted Units: # Total Project/Program Units: __0_____1__ #_ __1__ For projects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi-family rental project [Gov’t Code Section 65863.10(a)(2)]? 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 (Note: A unit may serve more than one of the “Special Needs” listed below, therefore the sum of all “Special Needs” can exceed the “Number of Units Restricted for Special Needs”) # # # DISABLED (Mental) FARMWORKER (Permanent) TRANSITIONAL HOUSING # # # DISABLED (Physical) FEMALE HEAD OF HOUSHOLD 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 using digits, e.g. 09/19/2001): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) With LMIHFWithout LMIHF Inception Termination Funding Sources: Redevelopment Funds: $ __________ Federal Funds $ __________ State Funds: $ __________ Other Local Funds: $ __________ Private Funds: $ __________ Owner’s Equity: $ __________ TCAC/Federal Award: $ __________ TCAC/State Award: $ __________ Total Development/Purchase Cost: __________ $ Check all appropriate form(s) below that will be used to identify all of this Project’s/Program’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) Without any Agency Assistance (Sch HCD-D7) SCHEDULE HCD-D7 HOUSING UNITS PROVIDED (NO AGENCY ASSISTANCE) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name, or “Outside”: Earthquake Recovery Project Housing Project Name: 818 Euclid Ave. NOTE: On this form, only report UNITS NOT REPORTED on HCD-D2 through HCD-D6 for project/program units that have not received any agency assistance. Agency assistance includes either financial assistance (LMIHF or other agency funds) or nonfinancial assistance (design, planning, etc.) provided by agency staff. In some cases, of the total units reported on HCD D1, a portion of units in the same project/program may be agency assisted (reported on HCD-D2 through HCD-D6) whereas other units may be unassisted by the agency (reported on HCD-D7). The intent of this form is to: (1) reconcile any difference between total project/program units reported on HCD-D1 compared to the sum of all the project’s/program’s units reported on HCD-D2 through HCD-D6, and (2) account for other (nonassisted) housing units provided inside a project area that increases the agency’s inclusionary obligation. Reporting non-agency assisted projects outside a project area is optional, if units do not make-up any part of total units reported on HCD-D1. HCD-D7 Reporting Examples Example 1 (reporting partial units): A new 100 unit project was built (reported on HCD-D1, Inside or Outside a project area). Fifty (50) units received agency assistance [30 affordable LMIHF units (reported on either HCD-D2, D3, D4, or D5) and 20 above moderate units were funded with other agency funds (reported on HCD-D6)]. The remaining 50 (privately financed and developed market-rate units) must be reported on HCD-D7 to make up the difference between 100 reported on D1 and 50 reported on D2-D6). Example 2 (reporting all units): Inside a project area a condemned, historic property was substantially rehabilitated (multi- family or single-family), funded by tax credits and other private financing without any agency assistance. Check whether Inside or Outside Project Area in completing applicable information below: Inside Project Area Enter the number for each applicable activity: New Construction Units: 1 HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Substantial Rehabilitation Units: Total Units: 1 If the agency did not provide any assistance to any part of the inside Project Area project, provide: Building Permit Number: Permit Date: // C07651 08 01 2001 mo day yr Outside Project Area Enter the number for each applicable activity: New Construction Units: Substantial Rehabilitation Units: Total Units: Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported: 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) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1,14 owner; Area 2, 4 rental; & Outside, 2 rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3, 20 rental; 4 Agy Dev, 16 Nonagy Dev. Complete 2 D-1s and 2 D-5s. 3: 15 sub rehab rental (restricted): Area 4, 15 Nonagy Dev, owner. Complete 1 D-1 and 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted rental), 8 Nonagy Dev (nonrestricted owner) Complete 2 D-1s, 1 D-3, and 1 D-5. Name of Redevelopment Agency: Santa Monica Redevelopment Agency Identify Project Area or specify “Outside”: Earthquake Recovery General Title of Housing Project/Program: 1259 Palisades Beach Road Project/Program Address (optional): Street: City: ZIP: 1259 Palisades Beach Rd., Santa Monica 90401 Owner Name (optional) : Restricted Units: # Unrestricted Units: # Total Project/Program Units: __0_____1__ #_ __1__ For projects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi-family rental project [Gov’t Code Section 65863.10(a)(2)]? 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 (Note: A unit may serve more than one of the “Special Needs” listed below, therefore the sum of all “Special Needs” can exceed the “Number of Units Restricted for Special Needs”) # # # DISABLED (Mental) FARMWORKER (Permanent) TRANSITIONAL HOUSING # # # DISABLED (Physical) FEMALE HEAD OF HOUSHOLD ELDERLY HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) # # # 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 using digits, e.g. 09/19/2001): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHFWithout LMIHF Inception Termination Funding Sources: Redevelopment Funds: $ __________ Federal Funds $ __________ State Funds: $ __________ Other Local Funds: $ __________ Private Funds: $ __________ Owner’s Equity: $ __________ TCAC/Federal Award: $ __________ TCAC/State Award: $ __________ Total Development/Purchase Cost: __________ $ Check all appropriate form(s) below that will be used to identify all of this Project’s/Program’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) Without any Agency Assistance (Sch HCD-D7) SCHEDULE HCD-D7 HOUSING UNITS PROVIDED (NO AGENCY ASSISTANCE) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name, or “Outside”: Earthquake Recovery Project Housing Project Name: 1259 Palisades Beach Rd. NOTE: On this form, only report UNITS NOT REPORTED on HCD-D2 through HCD-D6 for project/program units that have not received any agency assistance. Agency assistance includes either financial assistance (LMIHF or other agency funds) or nonfinancial assistance (design, planning, etc.) provided by agency staff. In some cases, of the total units reported on HCD D1, a portion of units in the same project/program may be agency assisted (reported on HCD-D2 through HCD-D6) whereas other units may be unassisted by the agency (reported on HCD-D7). The intent of this form is to: (1) reconcile any difference between total project/program units reported on HCD-D1 compared to the sum of all the project’s/program’s units reported on HCD-D2 through HCD-D6, and (2) account for other (nonassisted) housing units provided inside a project area that increases the agency’s inclusionary obligation. Reporting non-agency assisted projects outside a project area is optional, if units do not make-up any part of total units reported on HCD-D1. HCD-D7 Reporting Examples Example 1 (reporting partial units): A new 100 unit project was built (reported on HCD-D1, Inside or Outside a project area). Fifty (50) units received agency assistance [30 affordable LMIHF units (reported on either HCD-D2, D3, D4, or D5) and 20 above moderate units were funded with other agency funds (reported on HCD-D6)]. The remaining 50 (privately financed and developed market-rate units) must be reported on HCD-D7 to make up the difference between 100 reported on D1 and 50 reported on D2-D6). Example 2 (reporting all units): Inside a project area a condemned, historic property was substantially rehabilitated (multi- family or single-family), funded by tax credits and other private financing without any agency assistance. Check whether Inside or Outside Project Area in completing applicable information below: Inside Project Area HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Enter the number for each applicable activity: New Construction Units: 1 Substantial Rehabilitation Units: Total Units: 1 If the agency did not provide any assistance to any part of the inside Project Area project, provide: Building Permit Number: Permit Date: // B65632 07 11 2001 mo day yr Outside Project Area Enter the number for each applicable activity: New Construction Units: Substantial Rehabilitation Units: Total Units: Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported: 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) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1,14 owner; Area 2, 4 rental; & Outside, 2 rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3, 20 rental; 4 Agy Dev, 16 Nonagy Dev. Complete 2 D-1s and 2 D-5s. 3: 15 sub rehab rental (restricted): Area 4, 15 Nonagy Dev, owner. Complete 1 D-1 and 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted rental), 8 Nonagy Dev (nonrestricted owner) Complete 2 D-1s, 1 D-3, and 1 D-5. Name of Redevelopment Agency: Santa Monica Redevelopment Agency Identify Project Area or specify “Outside”: Earthquake Recovery General Title of Housing Project/Program: 620 Santa Monica Blvd. Project/Program Address (optional): Street: City: ZIP: 620 Santa Monica Blvd., Santa Monica 90401 Owner Name (optional) : JSM Treviso, LLC Restricted Units: # Unrestricted Units: # Total Project/Program Units: ___5_____41 __ #_ __46__ For projects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi-family rental project [Gov’t Code Section 65863.10(a)(2)]? YES NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY # 0 end Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY # 0 end Number of units restricted for special needs: # 5 (number must not exceed “Total Project Units”) Number of units restricted that are serving one or more Special Needs : # 5 Check, if data not available HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) (Note: A unit may serve more than one of the “Special Needs” listed below, therefore the sum of all “Special Needs” can exceed the “Number of Units Restricted for Special Needs”) # # # DISABLED (Mental) FARMWORKER (Permanent) TRANSITIONAL HOUSING # # # 5 DISABLED (Physical) FEMALE HEAD OF HOUSHOLD 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 using digits, e.g. 09/19/2001): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHFWithout LMIHF March 28, 2001 Inception March 28, 2056 Termination Funding Sources: NOTE: Redevelopment Funds: $ __________ -Funding sources not available Federal Funds $ __________ -Privately developed State Funds: $ __________ -Agreement imposing deed restrictions of Other Local Funds: $ __________ benefit to the city with 55-year term Private Funds: $ Not Available Owner’s Equity: $ __________ TCAC/Federal Award: $ __________ TCAC/State Award: $ __________ Total Development/Purchase Cost: __________ $ Check all appropriate form(s) below that will be used to identify all of this Project’s/Program’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) Without any Agency Assistance (Sch HCD-D7) SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units with required affordability restrictions that agency or community controls) Agency: ___ Santa Monica Redevelopment Agency_____________________________ _______________________________________________________________________ Redevelopment Project Area Name: _____Earthquake Redevelopment Project Area__ Affordable Housing Project Name: ______620 Santa Monica Blvd._______________ Check only one. If both apply, complete a separate form for each (with another Sch-D1): Agency Developed Non-Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): Rental Owner-Occupied Enter the number of units for each applicable activity below: Note: “INELG” refers to a household that is no longer eligible but still a temporary resident and part of the total New Construction Units: I. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD INELG. VLOW LOW MOD INELG. VLOW LOW MOD INELG. TOTATOTATOTA L L L 5 5 5 5 Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): Substantial Rehabilitation (Post-93/AB 1290 Definition of Value >25%: Credit for Obligations Since 1994): B. Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L 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 Obligations Between 1976 and C. 1994): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L Acquisition of Covenants (Post-93/AB 1290 Reform: Only Multi-Family for Vlow & Low & Other D. Restrictions): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD INELG. TOTA L TOTAL Elderly / Non Elderly Units 5 TOTAL UNITS (Add only TOTAL of all “”): If TOTAL UNITS is less than “Total Project 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 (Outside Project Area) Other Housing Units Provided: (Sch HCD-D2) (Sch HCD-D4) With LMIHF (Sch HCD-D5) Without LMIHF (Sch HCD-D6) Without any Agency Assistance (Sch HCD-D7) Identify the number of Inclusionary Units which also have been counted as Replacement Units: Not Applicable SCHEDULE HCD-D7 HOUSING UNITS PROVIDED (NO AGENCY ASSISTANCE) Agency: Santa Monica Redevelopment Agency Redevelopment Project Area Name, or “Outside”: Earthquake Recovery Project Housing Project Name: 620 Santa Monica Blvd. HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) NOTE: On this form, only report UNITS NOT REPORTED on HCD-D2 through HCD-D6 for project/program units that have not received any agency assistance. Agency assistance includes either financial assistance (LMIHF or other agency funds) or nonfinancial assistance (design, planning, etc.) provided by agency staff. In some cases, of the total units reported on HCD D1, a portion of units in the same project/program may be agency assisted (reported on HCD-D2 through HCD-D6) whereas other units may be unassisted by the agency (reported on HCD-D7). The intent of this form is to: (1) reconcile any difference between total project/program units reported on HCD-D1 compared to the sum of all the project’s/program’s units reported on HCD-D2 through HCD-D6, and (2) account for other (nonassisted) housing units provided inside a project area that increases the agency’s inclusionary obligation. Reporting non-agency assisted projects outside a project area is optional, if units do not make-up any part of total units reported on HCD-D1. HCD-D7 Reporting Examples Example 1 (reporting partial units): A new 100 unit project was built (reported on HCD-D1, Inside or Outside a project area). Fifty (50) units received agency assistance [30 affordable LMIHF units (reported on either HCD-D2, D3, D4, or D5) and 20 above moderate units were funded with other agency funds (reported on HCD-D6)]. The remaining 50 (privately financed and developed market-rate units) must be reported on HCD-D7 to make up the difference between 100 reported on D1 and 50 reported on D2-D6). Example 2 (reporting all units): Inside a project area a condemned, historic property was substantially rehabilitated (multi- family or single-family), funded by tax credits and other private financing without any agency assistance. Check whether Inside or Outside Project Area in completing applicable information below: Inside Project Area Enter the number for each applicable activity: New Construction Units: 41 Substantial Rehabilitation Units: Total Units: 41 If the agency did not provide any assistance to any part of the inside Project Area project, provide: Building Permit Number: Permit Date: // C08177 05 07 2002 mo day yr Outside Project Area Enter the number for each applicable activity: New Construction Units: Substantial Rehabilitation Units: Total Units: Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported: 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) SCHEDULE HCD-E CALCULATION OF INCREASE IN AGENCY’S INCLUSIONARY OBLIGATION BASED ON SPECIFIED HOUSING ACTIVITY DURING THE REPORTING YEAR Agency: Santa Monica Redevelopment Agency Name of Project or Area (if applicable, list “Outside” or “Summary“: Downtown HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) 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 0 2. Substantially Rehabilitated Units Developed by the Agency 0 3. Subtotal - Baseline of Agency Developed Units (add lines 1 & 2) 0 4. Subtotal of Increased Inclusionary Obligation (Line 3 x 30%) (see Notes 1 and 2 below) 0 5. Very-Low Inclusionary Obligation Increase Units (Line 4 x 50%) 0 PART II [H&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 Nonagency Person or Entity 0 8. Subtotal - Baseline of Nonagency Developed Units (add lines 6 & 7) 0 9. Subtotal of Increased Inclusionary Obligation (Line 8 x 15%) (see Notes 1 and 2 below) 0 10. Very-Low Inclusionary Obligation Increase (Line 9 x 40%) 0 PART III REPORTING YEAR TOTALS 11. Total Increase in Inclusionary Obligation (add lines 4 and 9) 0 (Line 12 is a subset of Line 11)0 12. Very-Low Inclusionary Obligation Increase (add lines 5 and 10) ****************************************************************************************************************************** NOTES: 1. Section 33413(b)(1), (2), and (4) require agencies to ensure that applicable percentages (30% or 15%) of 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. Nonagency 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 units relative to total units required within each 10-year planning period may be calculated as follows: AFFORDABLE units = Market-rate x (.30 or .15) TOTAL units = Market-rate or Affordable (.70 or .85) (.70 or .85) (.30 or .15) SCHEDULE HCD-E CALCULATION OF INCREASE IN AGENCY’S INCLUSIONARY OBLIGATION BASED ON SPECIFIED HOUSING ACTIVITY DURING THE REPORTING YEAR HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Agency: Santa Monica Redevelopment Agency Name of Project or Area (if applicable, list “Outside” or “Summary“: Earthquake Recovery 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 0 2. Substantially Rehabilitated Units Developed by the Agency 0 3. Subtotal - Baseline of Agency Developed Units (add lines 1 & 2) 0 4. Subtotal of Increased Inclusionary Obligation (Line 3 x 30%) (see Notes 1 and 2 below) 0 5. Very-Low Inclusionary Obligation Increase Units (Line 4 x 50%) 0 PART II [H&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 639 7. Substantially Rehabilitated Units Developed by Any Nonagency Person or Entity 37 8. Subtotal - Baseline of Nonagency Developed Units (add lines 6 & 7) 676 9. Subtotal of Increased Inclusionary Obligation (Line 8 x 15%) (see Notes 1 and 2 below) 101 10. Very-Low Inclusionary Obligation Increase (Line 9 x 40%) 41 PART III REPORTING YEAR TOTALS 11. Total Increase in Inclusionary Obligation (add lines 4 and 9) 101 (Line 12 is a subset of Line 11)41 12. Very-Low Inclusionary Obligation Increase (add lines 5 and 10) ****************************************************************************************************************************** NOTES: 3. Section 33413(b)(1), (2), and (4) require agencies to ensure that applicable percentages (30% or 15%) of 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. Nonagency developed (project area) units: market-rate units can not exceed 85 percent and affordable units must be at least 15 percent. 4. Production requirements may be met on a project-by-project basis or in aggregate within each 10-year planning period. The percentage of affordable units relative to total units required within each 10-year planning period may be calculated as follows: AFFORDABLE units = Market-rate x (.30 or .15) TOTAL units = Market-rate or Affordable (.70 or .85) (.70 or .85) (.30 or .15) SCHEDULE HCD-E CALCULATION OF INCREASE IN AGENCY’S INCLUSIONARY OBLIGATION BASED ON SPECIFIED HOUSING ACTIVITY DURING THE REPORTING YEAR HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Agency: Santa Monica Redevelopment Agency Name of Project or Area (if applicable, list “Outside” or “Summary“: Ocean Park 1A 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 0 2. Substantially Rehabilitated Units Developed by the Agency 0 3. Subtotal - Baseline of Agency Developed Units (add lines 1 & 2) 0 4. Subtotal of Increased Inclusionary Obligation (Line 3 x 30%) (see Notes 1 and 2 below) 0 5. Very-Low Inclusionary Obligation Increase Units (Line 4 x 50%) 0 PART II [H&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 Nonagency Person or Entity 0 8. Subtotal - Baseline of Nonagency Developed Units (add lines 6 & 7) 0 9. Subtotal of Increased Inclusionary Obligation (Line 8 x 15%) (see Notes 1 and 2 below) 0 10. Very-Low Inclusionary Obligation Increase (Line 9 x 40%) 0 PART III REPORTING YEAR TOTALS 11. Total Increase in Inclusionary Obligation (add lines 4 and 9) 0 (Line 12 is a subset of Line 11)0 12. Very-Low Inclusionary Obligation Increase (add lines 5 and 10) ****************************************************************************************************************************** NOTES: 5. Section 33413(b)(1), (2), and (4) require agencies to ensure that applicable percentages (30% or 15%) of 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. Nonagency developed (project area) units: market-rate units can not exceed 85 percent and affordable units must be at least 15 percent. 6. Production requirements may be met on a project-by-project basis or in aggregate within each 10-year planning period. The percentage of affordable units relative to total units required within each 10-year planning period may be calculated as follows: AFFORDABLE units = Market-rate x (.30 or .15) TOTAL units = Market-rate or Affordable (.70 or .85) (.70 or .85) (.30 or .15) SCHEDULE HCD-E CALCULATION OF INCREASE IN AGENCY’S INCLUSIONARY OBLIGATION BASED ON SPECIFIED HOUSING ACTIVITY DURING THE REPORTING YEAR HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02) Agency: Santa Monica Redevelopment Agency Name of Project or Area (if applicable, list “Outside” or “Summary“: Ocean Park 1B 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 0 2. Substantially Rehabilitated Units Developed by the Agency 0 3. Subtotal - Baseline of Agency Developed Units (add lines 1 & 2) 0 4. Subtotal of Increased Inclusionary Obligation (Line 3 x 30%) (see Notes 1 and 2 below) 0 5. Very-Low Inclusionary Obligation Increase Units (Line 4 x 50%) 0 PART II [H&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 Nonagency Person or Entity 0 8. Subtotal - Baseline of Nonagency Developed Units (add lines 6 & 7) 0 9. Subtotal of Increased Inclusionary Obligation (Line 8 x 15%) (see Notes 1 and 2 below) 0 10. Very-Low Inclusionary Obligation Increase (Line 9 x 40%) 0 PART III REPORTING YEAR TOTALS 11. Total Increase in Inclusionary Obligation (add lines 4 and 9) 0 (Line 12 is a subset of Line 11)0 12. Very-Low Inclusionary Obligation Increase (add lines 5 and 10) ****************************************************************************************************************************** NOTES: 7. Section 33413(b)(1), (2), and (4) require agencies to ensure that applicable percentages (30% or 15%) of 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. Nonagency developed (project area) units: market-rate units can not exceed 85 percent and affordable units must be at least 15 percent. 8. Production requirements may be met on a project-by-project basis or in aggregate within each 10-year planning period. The percentage of affordable units relative to total units required within each 10-year planning period may be calculated as follows: AFFORDABLE units = Market-rate x (.30 or .15) TOTAL units = Market-rate or Affordable (.70 or .85) (.70 or .85) (.30 or .15) HCD-Report California Redevelopment Agencies - Fiscal Year 2001-2002 (7/1//02)