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FY 2000-2001 - HCD Annual Report of Housing Activity for RDAHCD ANNUAL REPORT OF HOUSING ACTIVITY OF COMMUNITY REDEVELOPMENT AGENCIES FOR FISCAL YEAR ENDED 6 / 30 / 01 Agency Name and Address: La Quinta Redevelopment Agency _ 78-495 Calle ZaMico La Quinta, CA 92253 County of Jurisdiction: Riverside California Redevelopment law (Health and Safety Code Section 33080.1) requires agencies to annually report their housing activities anc 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 Sectbn 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 )ear) ❑ 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? 2 How many project areas were merge during the reporting period? 0 If the agency has one or more ado ted project areascomplete SCHEDULE HCD-A for each l2roiect 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-occuped 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 gay 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 auncy outside a project area? ® Yes. Complete all applicable HCD SCHEDULES Dl -D7 for each housing project completed and HCD SCHEDULE E. ❑ No. DO NOT complete HCD SCHEDULES DI -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:_HCI SCHEDULES are not required. Note: "Lock Report" date is shown under "Administrative Area" aid "Form History" (https:Happl.hcd.ca.gov/rda). Forms. All required HCD SCHEDULES A B C D I -D7 and E are attached. To the best of my knowledge, the representations a bone d all HC in ati reported are correct. I y M DatA I ignature of Aut riz Agency Representative Ik LE } c D Title / O , 77 -7 _ ? 1 .SO Telephone Number SUBMIT THIS FORMAND, IFAPPLICABLE, ALL HCD SCHEDULES TO., STATE CONTROLLER Division ofAccounting and Reporting Local Government Reporting Section P.O. Box 942850, Sacramento, CA 94250 California Redevelopment Agencies -Fiscal Year 2000-2001 HCD-Cover Cover(7/1//01) Page 1 of 1 SCHEDULE HCD-A Inside Project Area Activity for Fiscal Year Ended 6 /30 / 01 Agency Name: La QUiflta RedeVeloptnent Agency Project Area Name: Pro' edea No. 1 Preparer's Name, Title: Jim Simon, RSC, Preparer's E -Mail Address: j limon@webrsg. ccm Preparer's Telephone No: 714 541-4585x245 Preparer's Facsimile No: 714 836-1748 GENERAL INFORMATION 1. Project Area Information a Year that plan for project area was adopted: 1983 Current expiration of redevelopment plan: 1 1 / 29 /2023 mo day yr b. If project area name has changed, give previous name(s) or number: c. Year(s) of any mergers of the project area: Identify former project areas that merged: 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 and the applicable Section 33413 requirements addressed in the scope of the resolution. Date: / / Resolution Scope (applicable Section 33413 requirements): mo day yr Post -1975 project areas and geographic areas added by amendment after 1975 to pre -1976 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 Agencies 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 20% set-aside by reporting gross tax increment on HCD-A, Line 3a(1) and the Housing Fund's share of expenditures for debt service on HCD-C, Line 4c. Do not reyort "net" funds transferred from the Debt Service Fund on HCD-A, Line 3af31 Other Sources: Non -GAAP (Generally Acceptable Accounting Principles) revenues such as land sales for those agencies using the Land Held for Resale method to record land sales should be reported on HCD-A Line 3d. Money received for the repayment of loan principal to the Housing Fund should be included on HCD-A Line 3h. California Redevelopment Agencies —Fiscal Yea?000-2001 HCD-A Sch A (7/1/01) Page 1 of 6 Agency Name: La Quinta Redevelopment Actency Project Area Name: _ Proj ect Area No. 1 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 locatedoutside the project area(s) should be reported as "Other Revenue" on Line 3j. (of this Schedule A), if this projectarea is named as beneficiM in the authorizin ration. 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 3aM and/or 3a(5)._c_omplete_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: $ 18,685,564 (2) Required 20% Housing Fund set-aside (Line 3a(1) x 20%): $ 3,737,113 (3) Actual amount allocated to Housing Fund $ 3.7-17, 11 3 * * 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(1), 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 33334.61 (if there is an amount deferred, also complete question #5, next page): (6) Total deposit to the Housing Fund [result of Line 3a(3) through 3a(5)]: b. Interest Income: c. Rental/Lease Income (combine amounts separately reported to the SCO): d. Sale of Real Estate: e. Grants (combine amounts separately reported to the SCO): f. Bond Administrative Fees: g. Deferral Repayments (also complete Line 5c(2) on the next page): h. Loan Repayments: i. Debt Proceeds: j. Other Revenue(s) [Explain and identify amount(s)]: Developer_Fees Miscellaneous Revenues $ 45,848 $ 25,096 $ 3,7371t113 $ 364,774 $ 388 P 121 $ 406,461 $ 59,020 $ $ 70,944 k. Total Housing Fund Deposits for this Project Area (add lines 3a(6). through 3j.): Cal ifomia Redevelopment Agencies —Fiscal Year 2000-2001 Sch A (7/1/01) $ 5,026,433 HCD-A Page 2 of 6 Agency Name: La Olrirxta Redeve3.aptnent Ageagy Project Area Name: Proj ect Area No. 1 )Exemntionfs3 4. If an exemption was claimed on Line 3a(4) to deposit less than the required amount, complete the following information: Current Resolution # Resolution Date: / / Date Resolution with facts sent to HCD: mo day yr mo day yr 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 effortequivalent 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. Date initial finding was adopted: / / Resolution # Date sent to HCD mo day yr mo day yr ❑ Other: Specify code section and reason: Deferra l f s} 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 meetexisting obligations. Existing obligations can include those incurred after 1985, if net proceeds were used to refmance pre -1986 listed obligations. Date initial finding was adopted: / / Resolution # Date sent to HCD: mo day yr mo day yr 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: b. If current year finding was adopted for any deferral claimed on lines 3a(5) and 5.a., provide the date: If applicable, identify 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 amount(s) of set-aside deferred over the reporting year and cumulatively as of the end of the reporting year: * 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: California Redevelopment Agencies —Fiscal Year 2000-2001 HCD-A Sch A (7/1/01) Page 3 of 6 Amount of Prior Cumulative Amount Amount Deferred Deferrals Repaid Deferred (Net of Any Fiscal Year This Reporting FY Durin& Reporting FY Amount(s) Repaid) (1) Prior Reported FY $ $ $ $ (2) This Reporting FY * 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: California Redevelopment Agencies —Fiscal Year 2000-2001 HCD-A Sch A (7/1/01) Page 3 of 6 Agency Name: _La Quinta Redeyel2pment Agency Deferralfs] (continued) 9 Project Area Name: Project Area No. 1 d. Section 33334.6(8) requires any agency which defers set-asidesto adopt a plan to eliminate the deficit in subsequent years. 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 theor__ ginal plan adopted for the claimed deferral? 1 / 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 1ProLect Area Households Displaced and Units and Bedrooms Lost Over Rettortine Year: 6. a. Redevelopment Project Activity. 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 ver the reporting year, that are subject to the replacement requirements of Section 33413. NnmhPr of FirniePhn1AclrinifefRPxirnnmc Income Level 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 b. Other Activity. Pursuant to Sections 33080.4(a)(1) and (a)(3) based on activities other than the destruction or removal of dwelling units and bedrooms rel2orted on Line 6a report by income category the number of elderly and nonelderly households permanently displaced over the reporting year: Nnm l.nr of L7n��en6nlrlc Income Level 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 resorting year, each replacement housing plan required to be adopted before the permanent displacement, destruction, and/or removal of dwelling units and bedrooms impacting the households reported on lines 6a. and 6b. Date / / Name of Agency Custodian mo day yr Date / / Name of Agency Custodian _ mo day yr Date / / Name of Agency Custodian mo day yr Please attach a separate sheet of paper listing any additional housing plans adopted. California Redevelopment Agencies — Fiscal Year 2000-2001 HCD-A Sch A (7/1/01) Page 4 of 6 Agency Name: __Ia {}137 n{ PPUp1 Project Area Name: 17ro' ect Area, No. I Estimated Proiect 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 outside of project area(s). (Note: actual displacements will be reported next year on Line 6). Estimated Perm nnentDicnlarnmente Income Level 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 reluired to be adopted before the permanent displacement, destruction, and/or removal of dwelling units and bedroorrs impacting the households reported in 7a. Date mo day yr Date mo day yr Date mo day yr Name of Agency Custodian Name of Agency Custodian Name of Agency Custodian Please attach a separate sheet of paper listing any additional housing plans adopted. Units Developed Inside the Pro'ect Area to Fulfill Requirements of Other Pro'ect AreaLs) 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: 1 / mo day yr mo day yr Number of Dwellin 4 Units Name of Other Project Area(s) VL L M AM Total _T_ E Cal ifomia Redevelopment Agencies —Fiscal Year 2000-2001 HCD-A Sch A (7/1/01) Page 5 of 6 Agency Name: La Quinta Redevelopment Actency Project Area Name: Project Area No. 1 Sales of Owner -Occupied Units ]Inside the Proiect 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 tie expiration of the period of the land use controls established by the agency. Agencies must deposit sale proceeds into the Low and Moderate Income Housing Fund and within three (3) years from the date the unit was sold, expend funds to make another unit equal in affordability, at the same income level, to the unit sold. a. Sales. Did the agency permit the sale of any owner -occupied units during the reporting year? b. ❑No ❑Yes F$ 1 Proceeds From Sales Over Reporting Year Number of Units Income Level I VL L M Total Units Sold Over Reporting Year 4/9/01 June 200 Equal Units. ❑No ❑Yes $ ITotal Proceeds From Sales Over Reporting Year Number of Units Income Level VL L M Total Units Made Equal in Reporting Year to Units Sold Over Reporting Year Units Made Equal in Reporting Year to Units Sold Two Reporting Years Ago Units Made Equal in Reporting Year to Units Sold Three Reporting Years ,Ago Were reporting year funds spent to make units equal in affordability to units sold over tle last three reporting years? Affordable Units to be Constructed Inside the Pro`ect 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 cmlract executed over the rel2ortin year. Identify the project and/or contractor, date of the executed agreement or contract, and estimated completion date. Specify the amount reported as an encumbranceon HCD-C, Line 6a. and/or any applicable amount designated on HCD-C, Line 7a. such as for capital outlay or budgeted funds intaided 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 A Name of Project and/or Contractor Col B Agreement Execution Date(w/in Col C Estimated Completion Date 2 yrs of Col B Col D Sch C Amount Encumbered Line 6a Col E Sch C Amount Designated Line 7a VL L M Total 4/9/01 June 200 $ 210,000 $ - $ $ Please attach a separate sheet of paper to list additional information. Cal ifomia Redevelopment Agencies —Fiscal Year 2000-2001 HCD-A Sch A (7/1/01) Page 6 of 6 SCHEDULE HCD-A Inside Project Area Activity for Fiscal Year Ended 6 /30 / 01 Agency Name: La Quinta, gedevelQat Age'+ Project Area Name: Project Area No. 2 Preparer's Name, Title: ,7i m Si mon., RSG Preparer's E -Mail Address: j sirnon@webrsq. corn Preparer's Telephone No: 714 541-4585 x245 Preparer's Facsimile No: 714 836-1748 GENERAL INFORMATION 1. Project Area Information a Year that plan for project area was adopted: 1989 Current expiration of redevelopment plan: 5 / 16 / 2029 mo day yr b. If project area name has changed, give previous name(s) or number: c. Year(s) of any mergers of the project area: , Identify former project areas that merged: 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 and the applicable Section 33413 requirements addressed in the scope of the resolution. Date: / / Resolution Scope (applicable Section 33413 requirements): mo day yr Post -]975 project areas and geographic areas added by amendment after 1975 to pr_e-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 Agencies 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 20% set-aside by reporting gross tax increment on HCD-A, Line 3a(1) and 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 3aQ Other Sources: Non -GAAP (Generally Acceptable Accounting Principles) revenues such as land sales for those agencies using the Land Held for Resale method to record land sales should be reported on HCD-A Line 3d. Money received for the repayment of loan principal to the Housing Fund should be included on HCD-A Line 3h. Cal ifornia Redevelopment Agencies — Fiscal Yeai'000-2001 HCD-A Sch A (7/1/01) Page 1 of 6 Agency Name: La Q?uinta Redevelopment Agency Pro`ect Area Housing Fund Revenues and Other Sources Project Area Name: Project Area Ng,, 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 locatedoutside the project area(s) should be reported as "Other Revenue" on Line 3j. (of this Schedule A), if this projectarea is named as beneficiM 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 20/0• 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: $ 7, 5881000 (2) Required 20% Housing Fund set-aside (Line 3a(1) x 20%): $ JP517 P 600 (3) Actual amount allocated to Housing Fund $ 1,517,600 * 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)]: b. Interest Income: $ 1 , 517, 600 $ 259,788 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)]: k. Total Housing Fund Deposits for this Project Area (add lines 3a(6). through 3j.): $ 1,777,388 California Redevelopment Agencies —Fiscal Year 2000-2001 HCD-A Sch A (7/1/01) Page 2 of 6 Agency Name: 'La Quinta RedevelgZgent._ AgaMy Project Area Name: Project Area No. 2 Exemption s 4. If an exemption was claimed on Line 3a(4) to deposit less than the required amount, complete the following information: Current Resolution # Resolution Date: / / Date Resolution with facts sent to HCD: mo day yr mo day yr 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(ax2): Less than 20% set-aside is sufficient to meet the need. ❑ Section 33334.2(a)(3): Community is making substantial effortequivalent 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. Date initial fording was adopted: / / Resolution # Date sent to HCD / /_ mo day yr mo day yr ❑ Other: Specify code section and reason: Deferral(s) 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 meetexisting obligations. Existing obligations can include those incurred after 1985, if net proceeds were used to refinance pre -1986 listed obligations. Date initial finding was adopted: / / Resolution # Date sent to HCD: / mo day yr mo day yr 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: b. If current ,year fmdin:} was adopted for any deferral claimed on lines 3a(5) and 5.a., provide the date: mo day yr If applicable, identify Resolution # Date sent to HCD: / / mo day yr c. A deferred set-aside pursuant to Section 33334.6(d) constitutes an indebtedness to the Housing Fund. Summarize the amount(s) of set-aside deferred over the reporting year and cumulatively as of the end of the reporting year: * The cumulative amount of deferred set-aside should also be shown on HCD-C, Line 8a. If the prior FY cumulative deferral shown above differsfrom what was reported on the last HCD report (HCD-A and HCD-C), indicate the amount of difference and the reason: Difference: $ Reason: California Redevelopment Agencies —Fiscal Year 2000-2001 HCD-A sch A (7/1/01) Page 3 of 6 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) Prior Reported FY $ $ $ $ (2) This Reporting FY * The cumulative amount of deferred set-aside should also be shown on HCD-C, Line 8a. If the prior FY cumulative deferral shown above differsfrom what was reported on the last HCD report (HCD-A and HCD-C), indicate the amount of difference and the reason: Difference: $ Reason: California Redevelopment Agencies —Fiscal Year 2000-2001 HCD-A sch A (7/1/01) Page 3 of 6 Agency Name:Aeyej-opajent Agency Deferrals) (continued) 5. Project Area Name: Project Area No. 2 d. Section 33334.6(g) requires any agency which defers set-asidesto adopt a plan to eliminate the deficit in subsequent years. 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 theorigiral 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? 1 / mo day yr Identify Resolution # Date Resolution sent to HCD mo day yr Actual Proiect Area Households Dim laced and Units and Bedrooms Lost Over Re ortin Year: 6. a. Redevelopment Project, Activity. 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 ver the reporting year, that are subject to the replacement requirements of Section 33413. NJ ism h—nrf7nnenhnlria/fin:*o1Rn.i.-r, .... Income Level 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 b. Other Activity. Pursuant to Sections 33080.4(a)(1) and (a)(3) based on activities other than the destruction or removal of dwelligg units and bedrooms reported on Line 6a report by income category the number of elderly and nonelderly households permanently displaced over the reporting year: Numher of Hnusehnldn -------- -------------- ncome Level VL L M AM Total -louseholds Permanently Displaced - Elderly louseholds Permanently Displaced - Non Elderly -louseholds 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 reported on lines 6a. and 6b. Date / / Name of Agency Custodian mo day yr 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. California Redevelopment Agencies — Fiscal Year 2000-2001 HCD-A sch A (7/1/01) Page 4 of 6 Agency Name: La Quinta Redevelopment Agency Project Area Name: Proj ect Area No. 2 Estimated Proiect 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 outside of project area(s). (Note: actual displacements will be reported next year on Line 6). Estimated Permanent nisnlacementc Number of Households Income Level 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 rquired to be adopted before the permanent displacement, destruction, and/or removal of dwelling units and bedroom; impacting the households reported in 7a. Date / / Name of Agency Custodian mo day yr 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_Proiect 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 ofDweliin Units Name of Other Project Area(s) VL L M AM Total California Redevelopment Agencies —Fiscal Year 2000-2001 HCD-A Sch A (7/1/01) Page 5 of 6 Agency Name: La Quinta Redevelopment Aen r Project Area Name: P_ ro�eCt Area No. 2 Sales of Owner -Occupied Units Inside the Project Area Prior to the ExMration 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 tlu expiration of the period of the land use controls established by the agency. Agencies must deposit sale proceeds into the Low and Moderate Income Housing Fund and within three (3) years from the date the unit was sold, expend funds to make another unit equal in affordability, at the same income level, to the unit sold. a. Sales. ❑No ❑Yes b. Did the agency permit the sale of any owner -occupied units during the reporting year? $ JTotal Proceeds From Sales Over Reporting Year Number of Units Income Level VL L M Total Units Sold Over Reporting Year M Total Equal Units. ❑No ❑Yes $ JTotal Proceeds From Sales Over Reporting Year Number of Units Income Level VL L M Total Units Made Equal in Reporting Year to Units Sold Over Reporting Year Units Made Equal in Reporting Year to Units Sold Two Reporting Years Ago Units Made Equal in Reporting Year to Units Sold Three Reporting Years [Ago Were reporting year funds spent to make units equal in affordability to units sold over tic last three reporting years? Affordable Units to be Constructed Inside the Pro'ect Area Within Two Years 10. Pursuant to Section 33080.4(a)(I0), 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 theagreement or coltract executed over the reportingyear. Identify the project and/or contractor, date of the executed agreement or contract, and estimated completion date. Specify the amount reported as an encumbranceon HCD-C, Line 6a. and/or any applicable amount designated on HCD-C, Line 7a. such as for capital outlay or budgeted funds intaided 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 A Name of Project and/or Contractor Col B Agreement Execution Date Col C Estimated Completion Date w/in 2 yrs of Col B Col D Sch C Amount Encumbered Line 6a Col E Sch C Amount Designated Line 7a VL L M Total Miraflores Lkpts. 1999-00: $ $ S $ Please attach a separate sheet of paper to list additional information. Cal ifomia Redevelopment Agencies —Fiscal Year 2000-2001 HCD-A Sch A (7/1/01) Page 6 of 6 SCHEDULE HCD-C Agency -wide Activity for Fiscal Year Ended 6 / 30 /01 Agency Name: La Quinta Redevelopment Agency County: Riverside Preparer's Name, Title: Ji.m Simon, RSG Preparer's E -Mail Address: jsimn@webrsq.com Preparer's Telephone No: 714 — Preparer's Facsimile No: 714 836-1748 Low & Moderate Income Housine Funds Report on the "status and use of the agency's Low and Moderate Income Housing Fund." Most information reported here should be based on information reported to the State Controller. 1. Beginning Balance (Use "Net Resources Available" from last year's HCD-C) $ 11 , 881 , 933 a. If Beginning Balance reQuires adjustments identify the reason and amount for each adjustment: Use <$> for negative amounts or amounts to be subtracted Reconcile with audited financials $. 1.757.992 $ $ b. Total Adjustment(s) (indicate whether positive or<negative>) $ c. Adjusted Beginning Balance [Beginning Balance plus + or minus <-> Total Adjustment(s)] $13,639,925 2. Project Area(s) Receipts and Housing Fund Revenues a. All Project Areas. Total Deposits [Sum. of amoutit(s) from Line 3k.,HCD-A(s)] $ 6, 803,_821 b. Other revenues not reported on Schedule HCD-A(s) [Identify source(s) and amount(s)]: S S c. Total Housing Fund Revenues $ 6003,821 821 3• Total Resources (Line lc. + Line 2a + Line 2c.) $20,443,746 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: Reportthe 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 outof the Agency (for example: the transfer of excess surplus funds to a county Housing Authorly) should be reported on HCD-C Line 4j(2). 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 (LM/HF) 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: litta://www,lcpinfo.ca.gov/ (California Law)] beginning with Section 33000 ofthe Health and Safety Code. California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-C Sch C (7/1/01) Page.1 of 8 Agency Name: La inter Redeveloment Lgega 4. Expenditures and Other Uses a. Acouisition_of Prop_ert & Buildinc Sites r33334.2( )MI &_ Housing C33334.2(e)(6 (1) Land Assets (Investment — Land Held for Resale) * $ (2) Housing Assets (Fixed Asset) * $ (3) Acquisition Expense $ (4) Operation of Acquired Property $ _ 1,433 (5) Relocation Costs $ (6) Relocation Payments $ (7) Site Clearance Costs $ (8) Disposal Costs $ (9) Other [Explain and identify amount(s)]: (6) Subtotal Planning and Administration (Sum of Lines 1 — 5) * Reported to SCO as part of Assets and Other Debts $1,041,82 (10) Subtotal Property/Building Sites/Housing Acquisition (Sum of Lines 1 — 9) $ 1, 433 b. Subsidies from Low and Moderate Income Housing Fund (LMIHF): Sch C (7/101) (1) 1" Time Homebuyer Down Payment Assistance $1,905,089 (2) Rental Subsidies $ 432,398 (3) Purchase of Affordability Covenants [33413(b)2(B)] $ (4) Other [Explain and identify amount(s)]: Sewer Assessment Subsidies $ 296,404 [Under=nind Ut-J 1 -i t)Z gn stditzq $ 48 "393 (5) Subtotal Subsidies from LNHHF (Sum of Lines 1 — 4) $2,682,244 c. Debt Service [33334.2(e)(2)]. 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 $565,900 (b) Revenue Bonds & Certificates of Participation $ (c) City/County Advances & Loans $ (d) U. S. State & Other Long—Term Debt $ (2) Interest Expense S 511 P91 (3) Debt Issuance Costs (4) Other [Explain and identify amount(s)]: (5) Subtotal Debt Service (Sum of Lines 1 — 4) $2,077,791 d. Planning and Adnunistration Costs [33334.3(e)(l )]: (1) Administration Costs $ 96,121 (2) Professional Services (non project specific) $ 319,266 (3) Planning/Survey/Design (non project specific) $ 626,43T (4) Indirect Nonprofit Costs [33334.3(e)(1)(B)] $ (5) Other [Explain and identify amount(s)]: (6) Subtotal Planning and Administration (Sum of Lines 1 — 5) $1,041,82 California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-C Sch C (7/101) Page 2 of 8 Agency Name: La Quinta Redevelopment Agency Expenditures and Other Uses (continued) e. On/Off-Site Improvements [33334.2(e)(2)] Complete item 13 f. Housing Construction [33334.2(e)(5)] g. Housing Rehabilitation [33334.2(e)(7)] h. Maintenance of Mobilehome Parks [33334.2(e)(10)] i. Preservation of At -Risk Units [33334.2(e)(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 $ (4) Subtotal Transfers Out of Agency (Sum of j(1) through j(3)) k. Other Expenditures and Uses [Explain and identify amount(s)]: $1,718,041 _$ -__48-, 470 - Subtotal Other Expenditures and Uses $ 1 , 766 , 511 Total Expenditures and Other Uses (Sum of lines 4a. -k.) e $ 7,569,803 5. Net Resources Available [End of Reporting Fiscal Year] [Page 2, Line 3, Total Resources minus Total Expenditures and Other Uses on Line 4.1.] $12,873,943 6. Encumbrances and Unencumbered Balance a. Encumbrances. Amount of Line 5 reserved for future payment of legal contract(s) $ or agreement(s). See Section 33334.12(g)(2) for definition. Refer to item 10 on Sch A(s) and item 4 on Sch-B. 4,193,244 b. Unencumbered Balance (Line 5 minus Line 6a). Also enter on Page 4, Line I la. $ 8r680t 699 7. Designated/Undesignated Amount of Available Funds a Designated Amount of Line 6b. budgeted/planned to use near-term Refer to item 10 on Sch-A(s) and item 4 on Sch-B $ 0 b. Undesignated Amount of Line 6b. not yet budgeted/planned to use $ 8.680.699 Other Housing Fund Assets (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. $ 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)]: _ 9- Total Other Housing Fund Assets (Sum of lines 8a. -f.) $ 9. TOTAL FUND EQUITY[Line 5 (Net Resources Available) +8g (Total Other Housing Fund Assets]$12, 873, 943 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 $ California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-C Sch C (7/1/01) Page 3 of 8 Excess Surolus 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 Balanceexceeds 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 agreerrent for expenditure for authorized redevelopment housing activities [Section 33334.12(gx2)]. For Excess Surplus calculation purposes, cant' over the prior year's HCD Schedule CAdjusted Balance as the Adjusted Balance on the first day of the reporting fiscal year. Determine which is larger: (1) $1 million or (2) the total of tax increment deposited over the prior four years. Subtract the largest amount from the Adjusted Balance and, if positive, report the amount as Excess Surplus. 10. Excess Surplus: Fill in the below table to calculate Excess Surplus for the reporting year and track the balance of prior years' Excess Surplus. Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Sum of Tax Current Current Amount Prior and Total Tax Increment Reporting Year Reporting Year Expended/Encumbered Remaining Excess Current I Increment Deposits Over I st Day I" Day Against FY Balance of Surplus for Each Reporting Deposits to Prior Four Adjusted Excess Surplus Excess Surplus as of Fiscal Year as of Yew Housing Fund FYs Balance Balances End of Reporting Year End of Reporting Yeai 4 Years Prior $ 2, 971,13 $3,253,84 $0 $ 0 $ $ $ $ 0 3 Years Prior 2 Years Prio 1$3,592,47 I Year Prior 1$4,449.32 $ 0 $ 0 $ Sum of Column 2 Last Year's Sch C _Col 4 minus: larger Current Adjusted Balance of Col 3 or $lmm Reporting frepprt positive Year $14 266 780 .$34859,173 $ 0 $ 0 $ 0 11. Reporting Year Ending Unencumbered Balance and Adjusted Balance: a. Unencumbered Balance (End of Year) [Page 3, Line 6b] $8,680,699 b. If eligible, adjust the Unencumbered Balance for: " (1) Debt Proceeds [33334.12(g)(3)(B)]: Identify unspent debt proceeds and related income remaining at end of reporting year $ 0 (2) Land Conveyance Losses [(33334.12(g)(3)(A))]: Identify reoarting-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-incorm households $ 0 12. Adjusted Balance (for next year's determination of Excess Surplus) [Line Ila minus sum of l lb(1) and l lb(2)] $8,680_699 Note: Do not enter Adjusted Balance in Col 4. It is to be reported as next year's 1st day amount to determine Excess us a. If there is remaining Excess Surplus from what was determined on the first day of the reporting year, describe 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: California Redevelopment Agencies -Fiscal Year 2000-2001 HCD-C Sch C (7/1/01) Page 4 of 8 Agency Name: MO day yr California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-C sch C (7/1/01) Page 5 of 8 Agency Name: -La ari it -a tied mel opme it Acte my 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 onsiteloffske improvements which resulted in either new construction, rehabilitation, or the elimination of health and safety hazards. (Note: If Line 4e of this schedule does not show expenditures for improvements, no units should be reported here.) 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 Date Site Name/Location* Acres Zoning Date Available Comments Please attach a separate sheet of paper listing any additional sites not reported above. 15. Section 33334.13 requires agencies which have used the Housing Fund to assist mortgagors in a homeownership mortgage revenue bond program, or home financing 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 ❑X 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 Cal ifornia Redevelopment Agencies - Fiscal Year 2000-2001 HCD-C Sch C (7/1/01) Page 6 of 8 Households Benefiting Income Households Households from Elimination of Level Constructed Rehabilitated Health and Safety Hazard Duration of Deed Restriction Very Low 0 10 — 15-30 yzu� Low Low 30 3 17 15-30 Years Moderate 19 0 16 15-30 Years 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 Date Site Name/Location* Acres Zoning Date Available Comments Please attach a separate sheet of paper listing any additional sites not reported above. 15. Section 33334.13 requires agencies which have used the Housing Fund to assist mortgagors in a homeownership mortgage revenue bond program, or home financing 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 ❑X 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 Cal ifornia Redevelopment Agencies - Fiscal Year 2000-2001 HCD-C Sch C (7/1/01) Page 6 of 8 Agency Name: Da Qui ata RedeveigEM it. A e is 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)(I 1), the description of the agency's activities must include the date and amount of all LMIHF deposits and withdrawals during the reporting period. To satisfy this requirement, the Agency should keep deposit and withdrawal information on hand to be submitted, upon request, to HCD or any member of the public. Has your agency made any deposits to or withdrawals from the LMIHF? Yes ❑X No ❑ If yes, identify the document(s) describing the agency's deposits and withdrawals by listing for each docunrnt, the following (attad additional pages of similar information as necessary): Name of document Date of document: Name of Agency Custodian: Custodian telephone number: Where to obtain a copy: Name of document Date of document: Name of Agency Custodian: Custodian telephone number: Where to obtain a copy: Trial Bala ice 6/ 30 /01 mo day yr Am Swa i-Dra r (760) 777-7000 City Hall — Fi is ice DQPt mo day yr 18. Use of Other Redevelop hent Funds for Housing 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. 19. Sueesestions/Resource Needs Please provide suggestions to simplify and improve future agency reporting and identify any training, information, and/or other resources, etc. that would help your agencyto more quickly and effectively use its housing or other funds to increase, improve, and preserve affordable housing? California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-C Sch C (7/1/01) Page 7 of 8 Agency Name: _lid JQUi It -a &Klevel Qpme it Age = 20. Pro'ect Achievement and HCD Director's Award for Housing Excellence Project achievement information is optional but can serve important purposes: Agencies' achievements can inform others of successful redevelopment projects and provide instructive information for additional successful projects. Achievements will be included in HCD's Annual Report of Housing Activities of California Redevelopment Agencies to assist other local agencies in developing effective and efficient programs to address local housing needs. In addition, HCD selects various projects to receive the 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 categoaw 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 idents the software type and version. For convenience, the diskette can be separately mailed to: HCD Policy Division, 1800 3'd Street, Sacramento, CA 95814 or data can be emailed by attaching the file and sending it to: gcampora�7aa hcd. ca.,0v. AGENCY INFORMATION SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION A separate Schedule HCD-D1 and all applicable Schedules HCD D2 -D7 must be completed for each Housing Project. Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project/Program Area Name, or "Outside": Project Area No. 1 Housing Project/Program Name: Building Horizons Project/Program Address: Street: 52-890, 52-870 Ave. Herrera; Com: La Quinta, CA 53-230, 53-250 Ave. Obregon Owner Name: Orme, Schmitt, Henshall and Gonzalez ZIP: 92253 Total Project/Program Units: # _4_ Restricted Units: #_4 Unrestricted Units: #_0_ Total Project/Program Bedrooms: #_12_ Restricted Bedrooms: #_0 Unrestricted Bedrooms: #_0_ For projects with no Agency assistance, do not complete any more of HCD-D1 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 0 NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of units restricted for special needs: (Number must not exceed "Total Project Units') # 0 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') # 0 DISABLED (Mental) # 0 FARMWORKER (Permanent) # 0 TRANSITIONAL HOUSING # 0 DISABLED (Physical) # 2 FEMALE HEAD OF HOUSHOLD # 0 ELDERLY # 0 FARMWORKER (Migrant) # 0 LARGE FAMILY # 0 EMERGENCY SHELTERS (4 or more Bedrooms) (allowable use only with "Other Housing Units Provided - I/Ifitthout LMIHF" Sch-D6) Use Restriction Dates !enter annronriate datesl- Funding Sources: Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided Inside Project Area Outside Project Area With LMIHF Without LMIHF Inception N/A 8-2-00 to 6-22-01 N/A N/A N/A Termination $ 30 years $ Total Development/Purchase Cost: $ 172,700 Funding Sources: Redevelopment Funds: $ 172,700 Federal Funds $ State Funds: $ Other Local Funds: $ Private Funds: $ Owner's Equity: $ TCAC/Federal Award: $ TCAC/State Award: $ Total Development/Purchase Cost: $ 172,700 Check all appropriate form(s) listed below that will be used to identify this Project's/Program's Units or Bedrooms: ❑ Replacement Housing Units Inclusionary Units: Other Housing Units Provided: (Sch HCD-D2) 121 Inside Project Area (Sch HCD-D3) ❑ With LMIHF (Sch HCD-D5) ❑ Outside Project Area (Sch HCD-D4) ❑ Without LMIHF (Sch HCD-D6) ❑ Without gny Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units with required affordability restrictions that agency or community controls) Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project Area Name: Project Area No. 1 Affordable Housing Project Name: Building Horizons Check only one. If both apply, complete a separate form for each (with another Sch-131): El Agency Developed ❑ Non -Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-131): ❑ Rental El Owner -Occupied Enter the number of units for each applicable activity below: A. New Construction Units: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. VLOW LOW MOD TOTA INELG. 4 4 Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): B. Substantial Rehabilitation Post -AB 1290 Definition of Value >25%: Credit for Obligations Since 1994 Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): E=1 C. Substantial/Other Rehabilitation (Pre -AB 1290 Definition: Credit for Obligations Between 1976 and 1994): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. D. Acguisition of Covenants Post -AB 1290 Reform: Only Multi -Family for Vlow & Low & Other Restrictions): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. TOTAL UNITS (Add only TOTAL of all"TOTAL Elderly / Non Elderly Units„): i If TOTAL UNITS is less than "Total Project Units” on MCD Schedule DI, 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: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. I I -- I :�= I .... 1 1 E71-1 L I I California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION A separate Schedule HCD-D1 and all applicable Schedules HCD D2 -D7 must be completed for each Housing Project. Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project/Program Area Name, or "Outside": Project Area No. 1 Housing Project/Program Name: La Quinta Housing Program — Home Purchase Loan Program Project/Program Address: Street: Various addresses, in -fill lots Com: La Quinta, CA Owner Name: Various ZIP: 92253 Total Project/Program Units: # _42_ Restricted Units: #_42_ Unrestricted Units: #_0_ Total Project/Program Bedrooms: #_126_ Restricted Bedrooms: #_0 Unrestricted Bedrooms: #_0_ For projects with no Agency assistance, do not complete any more of HCD-131 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 0 NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of units restricted for special needs: (Number must not exceed "Total Project Units') # 0 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') # 0 DISABLED (Mental) # 0 FARMWORKER (Permanent) # 0 TRANSITIONAL HOUSING # 0 DISABLED (Physical) # 8 FEMALE HEAD OF HOUSHOLD # 0 ELDERLY # 0 FARMWORKER (Migrant) # 0 LARGE FAMILY # 0 EMERGENCY SHELTERS (4 or more Bedrooms) (allowable use only with "Other Housing Units Provided - Without LMIHF" Sch-D6) Use Restriction Dates tenter annrnnriate dated - 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) listed below that will be used to identify this Project's/Program's Units or Bedrooms: ❑ Replacement Housing Units (Sch HCD-D2) Inclusionary Units: IM Inside Project Area (Sch HCD-D3) ❑ Outside Project Area (Sch HCD-D4) Other Housing Units Provided: ❑ With LMIHF (Sch HCD-D5) ❑ Without LMIHF (Sch HCD-D6) ❑ Without any Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided Inside Project Area Outside Project Area With LMIHF Without LMIHF Inception N/A 9-14-00 to 6-22-01 N/A N/A N/A Termination 30 years 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) listed below that will be used to identify this Project's/Program's Units or Bedrooms: ❑ Replacement Housing Units (Sch HCD-D2) Inclusionary Units: IM Inside Project Area (Sch HCD-D3) ❑ Outside Project Area (Sch HCD-D4) Other Housing Units Provided: ❑ With LMIHF (Sch HCD-D5) ❑ Without LMIHF (Sch HCD-D6) ❑ Without any Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units with required affordability restrictions that agency or community controls) Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project Area Name: Project Area No. 1 Affordable Housing Project Name: La Quinta Housing Program — Home Purchase Loan Program Check only one. If both apply, complete a separate form for each (with another Sch-D1): I] Agency Developed ❑ Non -Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): ❑ Rental IE Owner -Occupied Enter the number of units for each applicable activity below: B. B. New Construction Units: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. VLOW LOW MOD TOTA INELG. 26 15 41 2615 41 Of Total, identify the number aggregated from other project areas) (see HCD-A(s), Item 8): Substantial Rehabilitation Post -AB 1290 Definition of Value >25%: Credit for Obligations ns Since 1994): _.._ Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TO�TALj INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. I I 1 E71-1 Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): 0 C. Substantial/Other Rehabilitation Pre -AB 1290 Definition: Credit for Obligations Between 1976 and 1994): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG, VLOW LOW MOD TOTAL INELG VLOW LOW MOD TOTAL INELG. D. Acquisition of Covenants Post -AB 1290 Reform: Only Multi -Family for Vlow & Low & Other Restrictions): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. TOTAL UNITS (Add only TOTAL of all "TOTAL Elderly / Non Elderly Units„): 42 If TOTAL UNITS is less than "Total Project Units” on HCD Schedule DI, 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 gny Agency Assistance (Sch HCD-D7) Identify the number of Inclusionary Units which also have been counted as Replacement Units: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION A separate Schedule HCD-D9 and all applicable Schedules HCD D2 -D7 must be completed for each Housing Project. Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project/Program Area Name, or "Outside": Project Area No. 1 Housing Project/Program Name: Agency Rental Unit Sales Project/Program Address: Street: 52-365 Ave. Martinez Owner Name: McCrumb CCS: La Quinta, CA ZIP: 92253 Total Project/Program Units: # _1_ Restricted Units: #_1_ Unrestricted Units: #_0� Total Project/Program Bedrooms: #_ 3_ Restricted Bedrooms: #_0 Unrestricted Bedrooms: #_0_ For projects with no Agency assistance, do not complete any more of HCD-D1 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 EI NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of units restricted for special needs: (Number must not exceed "Total Project Units') # 0 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') # 0 DISABLED (Mental) # 0 FARMWORKER (Permanent) # 0 TRANSITIONAL HOUSING # 0 DISABLED (Physical) # 1 FEMALE HEAD OF HOUSHOLD # 0 ELDERLY # 0 FARMWORKER (Migrant) # 0 LARGE FAMILY # 0 EMERGENCY SHELTERS (4 or more Bedrooms) (allowable use only with "Other Housing Units Provided - Without LMIHF" Sch-D6) usr rxestnctron uates {enter appropriate nates): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided Inside Project Area Outside Project Area With LMIHF Without LMIHF Inception N/A 5-30-01 N/A N/A N/A Termination 30 years 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) listed below that will be used to identify this Project's/Program's Units or Bedrooms: ❑ Replacement Housing Units Inclusionary Units: Other Housing Units Provided: (Sch HCD-D2) IR Inside Project Area (Sch HCD-D3) ❑ With LMIHF (Sch HCD-D5) ❑ Qutside Project Area (Sch HCD-D4) ❑ Without LMIHF (Sch HCD-D6) ❑ Without any Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units with required affordability restrictions that agency or community controls) Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project Area Name: Project Area No. 1 Affordable Housing Project Name: La Quinta Housing Program — Home Purchase Loan Program Check only one. If both apply, complete a separate form for each (with another Sch-D1): 0 Agency Developed ❑ Non -Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-131): ❑ Rental El Owner -Occupied Enter the number of units for each applicable activity below: C. New Construction Units: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTALINELG. VLOW LOW MOD TOTA INELG. VLOW LOW MOD TOTA INELG. a = Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): H�D B. Substantial Rehabilitation Post -AB 1290 Definition of Value >25%: Credit for Obligations Since 1994): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): C. Substantial/Other Rehabilitation (Pre -AB 1290 Definition: Credit for Obligations Between 197_6 and 1994): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG, D. Ac uisition of Covenants Post -AB 1290 Reform: Only Multi -Family for Vlow & Low & Other Restrictions): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. TOTAL UNITS (Add only TOTAL of all "TOTAL Elderly / Non Elderly Units"): If TOTAL UNITS is less than "Total Project Units" on HCD Schedule DI, 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 gny Agency Assistance (Sch HCD-D7) Identify the number of Inclusionary Units which also have been counted as Replacement Units: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-131 GENERAL PROJECT/PROGRAM INFORMATION A separate Schedule HCD-D1 and all applicable Schedules HCD D2 -D7 must be completed for each Housing Project. Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project/Program Area Name, or "Outside": Project Area No. 1 Housing Project/Program Name: La Quinta Rental Housing Program Project/Program Address: Street: 52-225 Vallejo, 52-625 Rubio 52-985 Carranza, 53-925 Martinez, 53-965, 52-635 Diaz Owner Name: La Quinta Redevelopment Agency Cit : La Quinta, CA ZIP: 92253 Total Project/Program Units: # _6_ Restricted Units: #_6_ Unrestricted Units: #_0_ Total Project/Program Bedrooms: #_18_ Restricted Bedrooms: #_0 Unrestricted Bedrooms: #_0_ For projects with no Agency assistance, do not complete any more of HCD-D1 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 O NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of units restricted for special needs: (Number must not exceed "Total Project Units') # 0 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') # 0DISABLED (Mental) # 0 FARMWORKER (Permanent) # 0 TRANSITIONAL HOUSING # 0 DISABLED (Physical) # 0 FEMALE HEAD OF HOUSHOLD # 0 ELDERLY # 0 FARMWORKER (Migrant) # 0 LARGE FAMILY # 0 EMERGENCY SHELTERS (4 or more Bedrooms) (allowable use only with "Other Housing Units Provided - Without LMIHF" Sch-D6) use Restriction uazes tenter appropriate slates): $ 432,398 Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided Inside Project Area Outside Project Area With LMIHF Without LMIHF Inception N/A 5-31-01 N/A N/A N/A Termination Total Development/Purchase Cost: 30 years Funding Sources: Redevelopment Funds: $ 432,398 Federal Funds $ State Funds: $ Other Local Funds: $ Private Funds: $ Owner's Equity: $ TCAC/Federal Award: $ TCAC/State Award: $ Total Development/Purchase Cost: $ 432,398 Check all appropriate form(s) listed below that will be used to identify this Project's/Program's Units or Bedrooms: ❑ Replacement Housing Units (Sch HCD-D2) Inclusionary Units: 0 Inside Project Area (Sch HCD-D3) ❑ Outside Project Area (Sch HCD-D4) Other Housing Units Provided: ❑ With LMIHF (Sch HCD-D5) ❑ Without LMIHF (Sch HCD-D6) ❑ Without any Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units with required affordability restrictions that agency or community controls) Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project Area Name: Project Area No. 1 Affordable Housing Project Name: La Quinta Rental Housing Program Check only one. If both apply, complete a separate form for each (with another Sch-D1): El Agency Developed ❑ Rio_ n -Agent Developed Check only one. If both apply, complete a separate form for each (with another Sch-131): El Rental ❑ Owner -Occupied Enter the number of units for each applicable activity below: D. New Construction Units: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. VLOW LOW MOD TOTA INELG,. ==1 = Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): B. Substantial Rehabilitation Post -AB 1290 Definition of Value >25%: Credit for Obligations Since j294): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. I I ]--=O 6 =1 6 Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): C. SLibstantial/Other Rehabilitation Pre -AB 1290 Definition: Credit for Obligations Between 1976 and 19941: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG D. Acquisition of Covenants Post -AB 1290 Reforms: Only Multi -Family for Vlow & Low & Other Restrictions : Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. TOTAL UNITS (Add only TOTAL of all "TOTAL Elderly / Non Elderly Units„): If TOTAL UNITS is less than "Total Project Units” on HCD Schedule DI, 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 (Qgtside 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: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION A separate Schedule HCD-D1 and all applicable Schedules HCD D2 -D7 must be completed for each Housing Project. Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project/Program Area Name, or "Outside": Project Area No. 1 Housing Project/Program Name: La Quinta Housing Program - Residential Rehab Loan Program Project/Program Address: Street: 51-933 Ave. Navarro, 51407 Ave. Velasco Com: La Quinta, CA Owner Name: Farrington, Larsen ZIP: 92253 Total Project/Program Units: # _2_ Restricted Units: #_0 Unrestricted Units: #_2_ Total Project/Program Bedrooms: # 6_ Restricted Bedrooms: #_0 Unrestricted Bedrooms: #_6_ For projects with no Agency assistance, do not complete any more of HCD-D1 or any of HCD 132-136. Only complete HCD-D7. Was this a federally assisted multi -family rental project [Gov't Code Section 65863.10(a)(2)]? ❑ YES El NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of units restricted for special needs: (Number must not exceed "Total Project Units') # 0 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') # 0 DISABLED (Mental) # 0 FARMWORKER (Permanent) # 0 TRANSITIONAL HOUSING # 0 DISABLED (Physical) # 0 FEMALE HEAD OF HOUSHOLD # 0 ELDERLY # 0 FARMWORKER (Migrant) # 0 LARGE FAMILY # 0 EMERGENCY SHELTERS (4 or more Bedrooms) (allowable use only with "Other Housing Units Provided - Without LM/HF" Sch-D6) Use Restriction Dates center annronriate datesi- Funding Sources: Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided Inside Project Area Outside Project Area With LMIHF Without LMIHF Inception N/A N/A N/A 3-1-01, 5-4-01 N/A Termination $ TCAC/State Award: $ 15 years $ 48,470 Funding Sources: Redevelopment Funds: $ 4$,470 Federal Funds $ State Funds: $ Other Local Funds: $ Private Funds: $ Owner's Equity: $ TCAC/Federal Award: $ TCAC/State Award: $ Total Development/Purchase Cost: $ 48,470 Check all appropriate form(s) listed below that will be used to identify this Project's/Program's Units or Bedrooms: ❑ Replacement Housing Units (Sch HCD-D2) Inclusionary Units: ❑ Inside Project Area (Sch HCD-D3) ❑ Outside Project Area (Sch HCD-D4) Other Housing Units Provided: 1KI With LMIHF (Sch HCD-D5) ❑ Without LMIHF (Sch HCD-D6) ❑ Without any Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D5 OTHER HOUSING UNITS PROVIDED (AGENCY ASSISTANCE WITH LMIHF) Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project Area Name, or "Outside": Project Area No. 1 Affordable Housing Project Name: La Quinta Housing Program – Residential Rehab Loan Program Check only one: 0 Inside Project Area ❑ C7utsidg Project Area Check only one. If both apply, complete a separate form for each (with another Sch-D1): 0 Agency Developed ❑ Non—Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): ❑ Rental El Owner -Occupied Enter the number of units for each applicable activity below: A. New Construction Units: Elderly Units Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTA INELG. B. Substantial Rehabilitation Units increased value inclusive of land is' 25% : Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. C. Other Non -Substantial Rehabilitation Units: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG 2 2 D. Acquisition Only: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. I t 1 1. E. Mobilehome Owner/ Resident: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. L �,� = F. Mobilehome Park Owner I Resident: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D5 OTHER HOUSING UNITS PROVIDED (AGENCY ASSISTANCE WITH LMIHF) (continued) G. Preservation [H_ &S 33334.2(e)(11) Threat of Public Assisted//Subsidized Rentals Converted to Market): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG "__ = L_—L. , I I I I I I H. Subsidy other than any activity already reported on this form : Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. i. Other Assistance: Elderly Units Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTA INELG. TOTAL UNITS (Add only TOTAL of all "TOTAL Elderly / Non Elderly Units"): 0 If TOTAL UNITS is less than "Total Project Units" shown on NCD Schedule Dl, 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 Unfts 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) California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION A separate Schedule HCD-D1 and all applicable Schedules HCD D2 -D7 must be completed for each Housing Project. Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project/Program Area Name, or "Outside": Project Area No. 1 Housing Project/Program Name: Assessment / Sewer Connection Subsidy Project/Program Address: Street: Various Owner Name: Various owners Cily: La Quinta, CA ZIP: 92253 Total Project/Program Units: # _37_ Restricted Units: #_0 Unrestricted Units: #�37_ Total Project/Program Bedrooms: #_111_ Restricted Bedrooms: #_0 Unrestricted Bedrooms: #_111_ For projects with no Agency assistance, do not complete any more of HCD-D1 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 IHI NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of units restricted for special needs: (Number must not exceed "Total Project Units') # 0 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') # 0 DISABLED (Mental) # 0 FARMWORKER (Permanent) # 0 TRANSITIONAL HOUSING # 0 DISABLED (Physical) # 0 FEMALE HEAD OF HOUSHOLD # 0 ELDERLY # 0 FARMWORKER (Migrant) # LARGE FAMILY # 0 EMERGENCY SHELTERS (4 or more Bedrooms) (allowable use only with "Other Housing Units Provided - Without LMIHF" Sch-D6) usr mubtnction uates tenter appropriate Gates): $ 265,438 Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided Inside Project Area Outside Project Area With LMIHF Without LMIHF Inception N/A N/A N/A 7-6-00 to 6-13-01 N/A Termination Total Development/Purchase Cost: $ 265,438 15 years Funding Sources: Redevelopment Funds: $ 265,438 Federal Funds $ State Funds: $ Other Local Funds: $ Private Funds: $ Owner's Equity: $ TCAC/Federal Award: $ TCAC/State Award: $ Total Development/Purchase Cost: $ 265,438 Check all appropriate form(s) listed below that will be used to identify this Project's/Program's Units or Bedrooms: ❑ Replacement Housing Units (Sch HCD-D2) Inclusionary Units: ❑ Inside Project Area (Sch HCD-D3) ❑ Out (q(e Project Area (Sch HCD-D4) Other Housing Units Provided: 1K With LMIHF (Sch HCD-D5) ❑ Without LMIHF (Sch HCD-D6) ❑ Without any Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D5 OTHER HOUSING UNITS PROVIDED (AGENCY ASSISTANCE WITH LMIHF) Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project Area Name, or "Outside": Project Area No. 1 Affordable Housing Project Name: Assessment / Sewer Connection Subsidy Check only one: 0 Inside Project Area ❑ Outside Project Area Check only one. If both apply, complete a separate form for each (with another Sch-D1): 0 Agency Developed ❑ Non -Agency Developed Check only One. If both apply, complete a separate form for each (with another Sch-D1): ❑ Rental 0 Owner -Occupied Enter the number of units for each applicable activity below: B. New Construction Units: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. B. Substantial Rehabilitation Units (increased value, inclusive of land. Is > 25°IQ1: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG VLOW LOW MOD TOTA INELG. C. Other Non -Substantial Rehabilitation Units: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. D. Acquisition Only: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. E. Mobilehome Owner I Resident: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. F. Mobilehome Park Owner 1 Resident: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW 'LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. �a California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D5 OTHER HOUSING UNITS PROVIDED (AGENCY ASSISTANCE WITH LMIHF) (continued) G. Preservation (H&S 33334.2(e)(11) Threat of Public Assisted/ Subsidized Rentals Converted to Market): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. H. Subsidy (other than any activity already reported on this form): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. 8 16 11 35 9 16 12 37 1. Other Assistance: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units IVLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. E . == TOTAL UNITS (Add only TOTAL of all "TOTAL Elderly / Non Elderly Units"): 37 If TOTAL UNITS is less than "Total Project Units" shown on HCD Schedule Dl, 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) ❑ Qutsigi� Project Area (Sch HCD-D4) ❑ Without Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D7 HOUSING UNITS PROVIDED (NO AGENCY ASSISTANCE) Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project Area Name, or "Outside": Project Area No. 1 Housing Project Name: Market Rate Units 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 DI, 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-D 7). The intent of thisform is to: (1) reconcile any difference between total project/program units reported on HCD-Dl 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 aFroject area that increases the agency's inclusionary obligation. Repotting nonapenc� assisted outside aprojecl area is optional,if units do not make-up any part of total units reported on HCD-Dl. HCD-D7 Reporting Examples Example 1 (reporting partial units): A new 100 unit project was built (reported on HCD-Dl, 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)J. The remaining 50 (privately financed and developed market -rate units) must be reported on HCD-D 7 to make up the difference between 100 reported on DI 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: IZI D Inside Project Area Enter the number for each applicable activity: New Construction Units: soa Substantial Rehabilitation Units: Total Units: 5oa If the agency did not provide any assistance to any part of the inside Prolect Area project, provide: Building Permit Number: See Attached Permit Date: I I (see attached listing) mo day yr Outside Project Area Enter the number for each applicable activity: New Construction Units: �I Substantial Rehabilitation Units: Total Units: California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D7 Sch D7 (7/1/01) 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) ❑ Wth LMIHF (Sch HCD-D5) ❑ 00§ de Project Area (Sch HCD-D4) ❑ Without LMIHF (Sch HCD-D6) California Redevelopment Agencies - Fiscal Year 1998-99 HCD-D5 Sch D5 (12/20/2001) Page 2 of 2 SCHEDULE HCD-E CALCULATION OF INCREASE IN AGENCY'S INCLUSIONARY OBLIGATION BASED ON SPECIFIED HOUSING ACTIVITY DURING THE REPORTING 4'EA1t Agency: LA QUINTA REDEVELOPMENT AGENCY Name of Project or Area (if applicable, list "Outside" or "Summary": Project Area No. 1 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. 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. Nonggency developed (project area) units: market -rate units can not exceed 85 percent and affordable units must be at least 15 percent. 2. Production requirements maybe 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) California Redevelopment Agencies - Fiscal Year 1998-99 HCD-D5 Sch D5 (12/20/2001) Page 2 of 2 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 45 2. Substantially Rehabilitated Units Developed by the Agency 8 3. Subtotal. - Baseline of Agency Developed Units (add lines 1 & 2) 53 4. Subtotal of Increased Inclusionary Obligation (Line 3 x 30%) (see Notes 1 and 2 below) 16 5. Very -Low Inclusionary Obligation Increase Units (Line 4 x 50%) 27 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 NonMency 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) 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) 16 12. Very -Low Inclusionary Obligation Increase (add lines 5 and 10) (Line 12 is a subset of Line 11) 27 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. Nonggency developed (project area) units: market -rate units can not exceed 85 percent and affordable units must be at least 15 percent. 2. Production requirements maybe 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) California Redevelopment Agencies - Fiscal Year 1998-99 HCD-D5 Sch D5 (12/20/2001) Page 2 of 2 SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION A separate Schedule HCD-D1 and all applicable Schedules HCD D2 -D7 must be completed for each Housing Project. Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project/Program Area Name, or "Outside": Project Area No. 2 Housing Project/Program Name: Miraflores (DC & TC, Developer) Project/Program Address: Street: 47-840, 47-905 Sumac St. and 46-870 Silverberry St. Owner Name: Arlt, Vu, Castro Com: La Quinta, CA ZIP: 92253 Total Project/Program Units: # _3_ Restricted Units: #_3 Unrestricted Units: #_0_ Total Project/Program Bedrooms: # 9_ Restricted Bedrooms: #_0 Unrestricted Bedrooms: #_0_ For projects with no Agency assistance, do not complete any more of HCD-D1 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 0 NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of units restricted for special needs: (Number must not exceed "Total Project Units') # 0 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') # 0 DISABLED (Mental) # 0 FARMWORKER (Permanent) # 0 TRANSITIONAL HOUSING ff 0 DISABLED (Physical) # 0 FEMALE HEAD OF HOUSHOLD # 0 ELDERLY # 0 FARMWORKER (Migrant) # 0 LARGE FAMILY # 0 EMERGENCY SHELTERS (4 or more Bedrooms) (allowable use only with "Other Housing Units Provided - Without LMIHF" Sch-D6) Use Restriction Dates tenter a[Wronriate dates/: Funding Sources: Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided Inside Project Area Outside Project Area With LMIHF Without LMIHF Inception N/A 7-17-00 to 8-18-00 N/A N/A N/A Termination $ 30 years $ Total Development/Purchase Cost: $ 981,689 Funding Sources: Redevelopment Funds: $ 981,689 Federal Funds $ State Funds: $ Other Local Funds: $ Private Funds: $ Owner's Equity: $ TCAC/Federal Award: $ TCAC/State Award: $ Total Development/Purchase Cost: $ 981,689 Check all appropriate form(s) listed below that will be used to identify this Project's/Program's Units or Bedrooms: ❑ Replacement Housing Units (Sch HCD-D2) Inclusionary Units: El Inside Project Area (Sch HCD-D3) ❑ Outside Project Area (Sch HCD-D4) Other Housing Units Provided: ❑ With LMIHF (Sch HCD-D5) ❑ Without LMIHF (Sch HCD-D6) ❑ Without pny Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION A separate Schedule HCD-D1 and all applicable Schedules HCD D2 -D7 must be completed for each Housing Project. Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project/Program Area Name, or "Outside": Project Area No. 2 Housing Project/Program Name: La Quinta Housing Program — Home Purchase Loan Program Project/Program Address: Street: 79-370 Sierra Vista Owner Name: Kirke Com: La Quinta, CA ZIP: 92253 Total Project/Program Units: # —1_ Restricted Units: #_1 Unrestricted Units: #_0_ Total Project/Program Bedrooms: # 3_ Restricted Bedrooms: #_0 Unrestricted Bedrooms: #_0_ For projects with no Agency assistance, do not complete any more of HCD-D1 or any of HCD D2 -D6. Only completeHCD-D7. Was this a federally assisted multi -family rental project [Gov't Code Section 65863.10(a)(2)]? ❑ YES 0 NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of units restricted for special needs: (Number must not exceed "Total Project Units') # 0 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') # 0 DISABLED (Mental) # 0 FARMWORKER (Permanent) # 0 TRANSITIONAL HOUSING # 0 DISABLED (Physical) # 0 FEMALE HEAD OF HOUSHOLD # 0 ELDERLY # 0 FARMWORKER (Migrant) # 0 LARGE FAMILY # 0 EMERGENCY SHELTERS (4 or more Bedrooms) (allowable use only with "Other Housing Units Provided -Without LM1HF" Sch-D6) use mestnction nates tenier appropriate oatesy: $ 25,000 Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided Inside Project Area Outside Project Area With LMIHF Without LMIHF Inception N/A 10-30-00 N/A N/A N/A Termination Total Development/Purchase Cost: 30 years Funding Sources: Redevelopment Funds: $ 25,000 Federal Funds $ State Funds: $ Other Local Funds: $ Private Funds: $ Owner's Equity: $ TCAC/Federal Award: $ TCAC/State Award: $ Total Development/Purchase Cost: $ 25,000 Check all appropriate form(s) listed below that will be used to identify this Project's/Program's Units or Bedrooms: ❑ Replacement Housing Units (Sch HCD-D2) Inclusionary Units: IM Inside Project Area (Sch HCD-D3) ❑ Outside Project Area (Sch HCD-D4) Other Housing Units Provided: ❑ With LMIHF (Sch HCD-D5) ❑ Without LMIHF (Sch HCD-D6) ❑ Without gny Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units with required affordability restrictions that agency or community controls) Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project Area Name: Project Area No. 2 Affordable Housing Project Name: La Quinta Housing Program — Home Purchase Loan Program Check only one. If both apply, complete a separate form for each (with another Sch-D1): El Agency Developed ❑ Non -Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): ❑ Rental El Owner -Occupied Enter the number of units for each applicable activity below: B. New Construction Units: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. VLOW LOW MOD TOTA INELG. 1 �� 1 il m� Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): 0 B. Substantial Rehabilitation (Post -AB 1290 Definition of Value >25%: Credit for Obligations Since 1994): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): C. Substantial/Other Rehabilitation (Pre -AB 1290 Definition: Credit for Obligations Between 1976 and 1994): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. D. Acquisition of Covenants Post -AB 1290 Reform: Only Multi -Family for Vlow & Low & Other Restrictions): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. TOTAL UNITS (Add only TOTAL of all "TOTAL Elderly / Non Elderly Units„): ❑ If TOTAL UNITS is less than "Total Project Units” on HCD Schedule Dl, 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: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. M--0 -M-®M== — = California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION A separate Schedule HCD-D1 and all applicable Schedules HCD D2 -D7 must be completed for each Housing Project. Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project/Program Area Name, or "Outside": Project Area No. 2 Housing Project/Program Name Project/Program Address: Street: 47-750 Adams Street Aventine (Spanos Corporation) City: La Quinta ZIP: 92253 Owner Name: Spanos Corporation Total Project/Program Units: #_200_ Restricted Units: #_20_ Unrestricted Units: #_180_ Total Project/Program Bedrooms: #_328_ Restricted Bedrooms: #_20_ Unrestricted Bedrooms: #_308_ For projects with no Agency assistance, do not complete any more of HCD-D1 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 El NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of bedrooms occupied by ineligible persons (e,g. ineligible income/# of residents in unit) at FY end # 0 Number of units restricted for special needs: (Number must not exceed "Total Project Units') # 0 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-Db) Use Restriction Dates (enter annronriate datecl- 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) listed below that will be used to identify this Project's/Program's Units or Bedrooms: ❑ Replacement Housing Units (Sch HCD-D2) Inclusionary Units: ❑ Inside Project Area (Sch HCD-D3) ❑ Outside Project Area (Sch HCD-D4) Other Housing Units Provided: O With LMIHF (Sch HCD-D5) ❑ Without LMIHF (Sch HCD-D6) ❑ Without any Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided Inside Project Area Outside Project Area With LMIHF Without LMIHF Inception 9-15-99 Termination 30 years 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) listed below that will be used to identify this Project's/Program's Units or Bedrooms: ❑ Replacement Housing Units (Sch HCD-D2) Inclusionary Units: ❑ Inside Project Area (Sch HCD-D3) ❑ Outside Project Area (Sch HCD-D4) Other Housing Units Provided: O With LMIHF (Sch HCD-D5) ❑ Without LMIHF (Sch HCD-D6) ❑ Without any Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D5 OTHER HOUSING UNITS PROVIDED (AGENCY ASSISTANCE WITH LMIHF) Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project Area Name, or "Outside": Project Area No. 2 Affordable Housing Project Name: Aventine (Spanos Corporation) Check only one: I] Inside Project Area ❑ Outside Project Area Check only one. If both apply, complete a separate form for each (with another Sch-D1): El Agency Developed ❑ Non-AgM Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): El Rental ❑ Owner -Occupied Enter the number of units for each applicable activity below: A. New Construction Units: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. 10 10 20 180 Lr 10 10 20 180 B. Substantial Rehabilitation Units (increased value, inclusive of land, is > 25%): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. C. Other Non -Substantial Rehabilitation Units: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG, VLOW LOW MOD TOTA INELG. IP II� D. Acquisition On: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. E. Mobiiehome Owner I Resident: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. - I L UI F, Mobilehome Park Owner I Resident: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D5 OTHER HOUSING UNITS PROVIDED (AGENCY ASSISTANCE WITH LMIHF) (continued) G. Preservation (H&S 33334.2(e){11) Threat of Public Assisted/Subsidized Rentals Converted to Marketl: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. O H. Subsidy other than any activity already re orted on this form): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. I. Other Assistance: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG- I I I I L I I F - I I 1==1 L TOTAL UNITS (Add only TOTAL of all "TOTAL Elderly / Non Elderly Units"):I) If TOTAL UNITS is less than "Total Project Units" shown on MCD Schedule DI, 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-134) ❑ Without any Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION A separate Schedule HCD-D1 and all applicable Schedules HCD D2 -D7 must be completed for each Housing Project. Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project/Program Area Name, or "Outside": Project Area No. 2 Housing Project/Program Name: Assessment / Sewer Connection Subsidy Project/Program Address: Street: Various Owner Name: Various owners Com: La Quinta, CA ZIP: 92253 Total Project/Program Units: # _6_ Restricted Units: #_0 Unrestricted Units: #_6_ Total Project/Program Bedrooms: # 9_ Restricted Bedrooms: # 0 Unrestricted Bedrooms: #_9_ For projects with no Agency assistance, do not complete any more of HCD-D1 or any of HCD D2-136. Only complete HCD-D7. Was this a federally assisted multi -family rental project [Gov't Code Section 65863.10(a)(2)]? ❑ YES El NO Number of units occupied by ineligible households (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of bedrooms occupied by ineligible persons (e.g. ineligible income/# of residents in unit) at FY end # 0 Number of units restricted for special needs: (Number must not exceed "Total Project Units') # 0 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') # 0 DISABLED (Mental) # 0 FARMWORKER (Permanent) # 0 TRANSITIONAL HOUSING # 0 DISABLED (Physical) # 0 FEMALE HEAD OF HOUSHOLD # 0 ELDERLY # 0 FARMWORKER (Migrant) # 0 LARGE FAMILY # 0 EMERGENCY SHELTERS (4 or more Bedrooms) (allowable use only with "Other Housing Units Provided - I/Ifilthout LMIHF" Sch-DB) use rcestriction waxes {enter appropriate aates): $ 30,966 Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided Inside Project Area Outside Project Area With LMIHF Without LMIHF Inception N/A N/A N/A 7-6-00 to 9-21-00 N/A Termination I 1 $ 1 15 years $ 30,966 Funding Sources: Redevelopment Funds: $ 30,966 Federal Funds $ State Funds: $ Other Local Funds: $ Private Funds: $ Owner's Equity: $ TCAC/Federal Award: $ TCAC/State Award: $ Total Development/Purchase Cost: $ 30,966 Check all appropriate form(s) listed below that will be used to identify this Project's/Program's Units or Bedrooms: ❑ Replacement Housing Units (Sch HCD-D2) Inclusionary Units: ❑ Inside Project Area (Sch HCD-D3) ❑ Outside Project Area (Sch HCD-D4) Other Housing Units Provided: El With LMIHF (Sch HCD-D5) ❑ Without LMIHF (Sch HCD-D6) ❑ Without I Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D5 OTHER HOUSING UNITS PROVIDED (AGENCY ASSISTANCE WITH LMIHF) Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project Area Name, or "Outside": Project Area No. 2 Affordable Housing Project Name: Assessment I Sewer Connection Subsidy Check only one: 0 Inside Project Area ❑ Outside Project Area Check only one. If both apply, complete a separate form for each (with another Sch-131): El Agency Developed ❑ Non -Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): ❑ Rental 0 Owner -Occupied Enter the number of units for each applicable activity below: B. New Construction Units: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. B. Substantial Rehabilitation Units (increased value, inclusive of land, is > 25%): Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. C. Other Non -Substantial Rehabilitation Units: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. D. Acquisition Only: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. �. E. Mobilehome Owner / Resident: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. F. Mobilehome Park Owner / Resident: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW � LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. I California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-135 OTHER HOUSING UNITS PROVIDED (AGENCY ASSISTANCE WITH LMIHF) (continued) G. Preservation (H&S 33334.2(e)(11) Threat of Public Assisted/Subsidized Rentals Converted to Marketl: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. l�I� H. Subsidy other than any activi already reported on this formj: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTA INELG. 1 _J �_J 1 1 0 4 LE 1 4 SPI 0� I. Other Assistance: Elderly Units Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL IN TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTA INELG. TOTAL UNITS (Add only TOTAL of all"TOTAL Elderly / Non Elderly Units"): If TOTAL UNITS is less than "Total Project Units" shown on HCD Schedule Dl, 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) California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D1 SCHEDULE HCD-D7 HOUSING UNITS PROVIDED (NO AGENCY ASSISTANCE) Agency: LA QUINTA REDEVELOPMENT AGENCY Redevelopment Project Area Name, or "Outside": Project Area No. 2 Housing Project Name: Market Rate Units NOTE. On this form, only report UNITS NOT REPORTED on HCD-D2 through HCD-D6 for projecdprogram 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 Dl, a portion of units in the same projecdprogram may be agency assisted (reported on NCD -D2 through HCD-D6) whereas other units may be unassisted by the agency (reported on HCD-D 7). The intent of this form is to: (1) reconcile any difference between total projecdprogram units reported on HCD-DI 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. Reparting nonagench assisted proiects outside a proieet area is qpWonal, if units do not make-up any part of total units reported on HCD-Dl. HCD-D7,Reporting Examples Example I (reporting partial units): A new 100 unit project was built (reported on HCD-Dl, 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)J. The remaining 50 (privately financed and developed market -rate units) must be reported on HCD-D7 to make up the difji?reuce between 100 reported on Dl 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: El Inside Project Area Enter the number for each applicable activity: New Construction Units: 427 Substantial Rehabilitation Units: Total Units: L427 il If the agency did not provide any assistance to any part of the inside Project Area project, provide: Building Permit Number: See Attached_ Permit Date: —/—/. (see attached listing) mo day yr ❑ Outside Project Area Enter the number for each applicable activity: New Construction Units: Substantial Rehabilitation Units: Total Units: California Redevelopment Agencies - Fiscal Year 2000-2001 HCD-D7 Sch D7 (7/1/01) 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) California Redevelopment Agencies - Fiscal Year 1998-99 HCD-D5 Sch D5 (12/20/2001) Page 2 of 2 SCHEDULE HCD-E CALCULATION OF INCREASE IN AGENCY'S INCLUSIONARY OBLIGATION BASED ON SPECIFIED HOUSING ACTIVITY DURING THE REPORTING YEAR Agency: LA QUINTA REDEVELOPMENT AGENCY Name of Project or Area (if applicable, list "Outside" or "Summary": Project Area No. 2 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. 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 00 or.15) TOTAL units = Market -rate orAffordable (.70 or .85) (.70 or .85) (.30 or. 15) California Redevelopment Agencies - Fiscal Year 1998-99 HCD-D5 Sch D5 (12/20/2001) Page 2 of 2 PART I [H&SC Section 33413(b)(1)] AGENCY DEVELOPED UNITS DURING THE REPORTING YEAR BOTH INSIDE AND OUTSIDE OFA PROJECT AREA 1. New Units Developed by the A enc 24 2. Substantially Rehabilitated Units Developed by the Agency 0 3. Subtotal - Baseline of AgLncy AgencyDeveloped Units (add lines 1 & 2) 24 4. Subtotal of Increased Inclusionary Obligation (Line 3 x 30%) (see Notes 1 and 2 below) 5. Very -Low Inclusionary Obligation Increase Units (Line 4 x 50%) 12 PART II [H&SC Section 33413(b)(2)] NONAGENCY DEVELOPED UNITS DURING THE REPORTING YEAR ONL Y INSIDE A PROJECT AREA 6. New Units Developed by Any Nonagency Person or Entity 0 7. Substantially Rehabilitated Units Developed by Any NppAge_ncy 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) l 0 l 10. Ver Low Inclusionary Obligation Increase (Line 9 x 400/,'0) 0 PART III REPORTING YEAR TOTALS 11. Total Increase in Inclusionary Obligation (add lines 4 and 9) 12. Very -Low Inclusionary Obligation Increase (add lines 5 and 10) (Line 12 is a subset of Line 11) 112 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 00 or.15) TOTAL units = Market -rate orAffordable (.70 or .85) (.70 or .85) (.30 or. 15) California Redevelopment Agencies - Fiscal Year 1998-99 HCD-D5 Sch D5 (12/20/2001) Page 2 of 2