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FY 2001-2002 - HCD Annual Report of Housing Activity for RDA
1,Lk,,J rXI'404U A , rccrUrcI Ur nUU�uNU Ak- I I V1 I Y UN C UMMUNI I Y REDEVELOPMENT AGENCIES FOR THE FISCAL YEAR THAT ENDED 6 / 30 / 02 Agency Name and Address: La Quinta Redevelopment Agency 78-495 Calle Tampico 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 and maintenance and use of the Low & Moderate Income Housing Fund (LMIHF) to enable the Department of Housing and Community Development (HCD) to compile and annually publish a report on redevelopment agencies' housing activities in accordance with Section 33080.6. (Note: Pursuant to Section 33080.3, submit this form and if a licable all completed HCD Schedules, to the State Controller.) Please answer each question below. Your answers determine which HCD SCHEDULES must be completed in order for the agency to fulfill the statutory requirement to report LMIHF housing activity and fund balances for the reporting period. 1. Check one of the items below to identify the Agency's status at the end of the reporting period: ❑ New (Agency formation occurred during reporting year. No financial transactions were completed). ® Active (Financial and/or housing transactions occurred during the reporting year) ❑ Inactive (No financial and/or housing transactions occurred during the reporting year). ❑ Dismantled (Agency adopted an ordinance to dissolve itself). 2. How many adopted project are did the agency have during the reporting period? 2 How many project areas were n2Eged during the reporting period? If the agency has one or more adopted proiect areas com lete SCHEDULE HCD-A for each project area. If the agency has no adopted.hroject areasa DO NOT complete SCHEDULE HCD-A, 3. Within an area outside of any adopted redevelopment project area(s): (1) did the agency destroy or remove any dwelling units or displace any households over the reporting period, (2) will the agency displace any households over the next reporting period, (3) did the agency permit the sale of any owner -occupied unit prior to the expiration of land use controls, and/or (4) did the agency execute a contract or agreement for the construction of any affordable units over the next two years? ❑ Yes (any question). Complete SCHEDULE HCD-B. ® No (all questions). DO NOT complete SCHEDULE HCD-B. 4. Did the agency have any funds in the Low & Moderate Income Housing Fund during the reporting period? ® Yes. Complete SCHEDULE HCD-C. ❑ No. DO NOT complete SCHEDULE HCD-C. 5. During the reporting period, were housing units completed within a proiect area and/or assisted by the Mency outside a pro a area? ® Yes. Complete all applicable HCD SCHEDULES DI-D7 for each housing project completed and FICD 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: Ll Electronic. Report was completed on-line. "Lock Report" date was: . FICD SCHEDULES are not required. Note: "Lock Report" date is shown under "Administrative Area" and "Form History" (https://appi.hcd.ca.gov/rda). ® Forms. All required HCD SCHEDULES A, B, C, DI-D7, and E are attached, To the best of my knowledge, the representations n e ahov nd al H Di ati reported are correct. _12_/24/02 Date S` viature of Authori d Agency Representative Finance Director Title (760)777-7150 Telephone Number I_FNOT REQUIRED TO REPORT BASED ONABOVEANSWERS, ONLYSUBMIT THIS PAGE. I_FREQUIRED TO REPORT, SUBMIT THIS PAGE AND EITHER: ALL HCD SCHEDULES (APPLICABLE SCH A-E� ORPROOF OFELECTRONIC REPORTING accessible at: lit ://www.ltcrlctt. oa�trt! SUBMIT TO THE STATE CONTROLLE:R Division of Accounting and Reporting Local Government Reporting Section P.O. Box 942850, Sacramento, CA 94250 California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-Cover Cover (7/1//02) Page 1 of 1 SCHEDULE HCD-A Inside Project Area Activity for Fiscal Year that Ended 6 / 30 / 02 Agency Name: La Quinta Redevelopment Agency, Preparer's Name, Title: Kavita Mehta. RSG Preparer's Telephone No: (714) 541-4585 x2306 1. Project Area Information Project Area Name: Project Area No. 1 Preparer's E-Mail Address: kmehta@a,webrsg.com Preparer's Facsimile No: 714 836-1748 GENERAL INFORMATION Year V plan for project area was adopted: 1983 Year that plan was last amended (if applicable): 1995 Current expiration of plan: 11 / 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 of the resolution 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 pro ect areas and geo€ mphic areas added by amendment after 1975 to pre-l 976project areas: Both the replacement and inclusionary or production requirements of Section 33413 apply. NOTE: Amounts to report on HCD-A lines 3a(1), 3b-3f, and 3i. can be taken from what is reported to the State Controller's Office (SCO) on the Statement of Income and Expenditures as part of the Redevelopment Agency's Financial Transactions Report, except for the reclassifying of Transfers -In from Internal Funds and the reporting of Other Sources as discussed below: Transfers -In from other internal funds: Report the amount of transferred funds on applicable HCD-A, lines 3a-j. For example, report the amount transferred from the Debt Service Fund to the Housing Fund for the deposit of the required set -aside percentage/amount by reporting gross tax increment on HCD-A, Line 3a(1) and report the Housing Fund's share of expenditures for debt service on HCD-C, Line 4c. Do not report "net"' funds transferred from the Debt Service Fund on HCD-A, Line 3a(3) when reporting debt service expenditures on HCD-C, Line 4c. Other Sources: Non-GAAP (Generally Acceptable Accounting Principles) revenues such as from land sales for those agencies using the Land Held for Resale method to record land sales should be reported on HCD-A Line 3d. Housing fund receipts for the repayment of loan principal should be included on HCD-A Line 3h. California Redevelopment Agencies — Fiscal Year 2001-2002 HCD-A Sch A (7/1/02) Page 1 of 6 Agency Name: La Quinta Redevelopment Agency Project Area Name: Project 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 located outside the project area(s) should be reported as "Other Revenue" on Line 3j. (of this Schedule A), if this project area is named as beneficiary in the authorizing resolution. Any other revenue sources not reported on lines 3a.-3i., should also be reported on Line 3j. Enter on Line 3a(1) the full 100% of gross Tax Increment allocated prior to applicable pass through of funds and deductions for fees (refer to Sections 33401, 33446, & 33676). Compute 20% of gross Tax Increment and enter the amount on Line 3a(2). Next, report the amount of Tax Increment set -aside before any exemption and/or deferral (if amount set -aside is less than 20%, explain the difference). If any amount of Tax Increment was exempted or deferred, in addition to corn letin 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: $ 22,442,436 (2) Required 20% Housing Fund set -aside (Line 3a(1) x 20%): $ 4,488,487 (3) Actual amount allocated to Housing Fund $ 4,488,487 * 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): ($ 0 (5) Amount Deferred [Health & Safety Code Section 33334.6] (if there is an amount deferred, also complete question #5, next page): ($ 0 (6) Total deposit to the Housing Fund [result of Line 3a(3) through 3a(5)]: $ 4,488,487 b. Interest Income: $ 328,977 c. Rental/Lease Income (combine amounts separately reported to the SCO): $ 321,145 d. Sale of Real Estate: $ 146,603 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 $ 48,584 Miscellaneous Revenues $ 25,417 $ $ 74,001 k. Total Project Area Receipts Deposited to Housing Fund (add lines 3a(6). through 3j.): $ 5,359,213 California Redevelopment Agencies — Fiscal Year 2001-2002 HCD-A Sch A (7/1/02) Page 2 of 6 Agency Name: La Quinta Redevelopment Aggency Project Area Named Project Area No. 1 Exemption(s) 4. a. If an exemption was claimed on Page 2, Line 3a(4) to deposit less than the required amount, complete the following information: 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 increasehmprove supply of lower or moderate income housing. ❑ Section 33334.2(a)(2): Less than 20% set -aside is sufficient to meet the need. ❑ Section 33334.2(a)(3): Community is making substantial effort equivalent in value to 20% set -aside and has specific contractual obligations incurred before May 1, 1991 requiring continued use of this funding. Note: Pursuant to Section 33334.2(a)(3)(C), this exemption expired on June 30, 1993 but contracts entered into prior to May 1,1991 may not be subject to the exemption sunset. ❑ Other: Specify code section and reason(s): b. For any exemption claimed on Page 2, Line 3a(4) and/or Line 4a above, identify: Date that initial (I") finding was. adopted: / / _ Resolution # Date sent to HCD: mo day yr Adoption date of reporting year finding: / / Resolution # Date sent to HCD: mo day yr mo day yr mo day yr 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 meet existing obligations. Existing obligations can include those incurred after 1985, if net proceeds were used to refinance pre-1986 listed obligations. Note: The previous allowable deferral under Section 33334.6(e) expired. It was only allowable in each fiscal year prior to July 1, 1996 with certain restrictions. ❑ Other: Specify code Section and reason: b. For any deferral claimed on Page 2, Line 3a(5) and/or Line 5a above, identify: Date that initial (I") finding was adopted: / / Resolution # mo day yr Adoption date of reporting year finding: / / Resolution # mo day yr Date sent to HCD: / / mo day yr 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: Fiscal Year Amount of Prior Amount Deferred Deferrals Repaid This Reporting FY During Reporting FY Cumulative Amount Deferred (Net of Any Amount(s) Repaid) (1) Last Reporting 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(s): California Redevelopment Agencies —Fiscal Year 2001-2002 HCD-A Sch A (7J1/02) Page 3 of 6 Agency Name: La Quinta Redevelopment Agency Project Area Name: Area No. 1 Deferrals} (continued) 5. d. Section 33334.6(g) requires any agency which defers set -asides to adopt a plan to eliminate the deficit in subsequent years. If this agency has deferred set -asides, has it adopted such a plan? Yes ❑ No ❑ If yes, by what date is the deficit to be eliminated? mo day yr If yes, when was the original plan adopted for the claimed deferral? mo day yr Identify Resolution # Date Resolution sent to HCD / / _ _ mo day yr When was the last amended plan adopted for the claimed deferral? mo day yr Identify Resolution # Date Resolution sent to HCD mo day yr Actual Project Area Households Displaced and Units and Bedrooms Lost Over Reporting Year: 6. a. Redevelopment Protect 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, over the rere ort�mgyeear, (refer to Section 33413 for unit and bedroom replacement requirements). Number of Housebolds/Units/Bedrooms Project Activity VL L M AM Total Households Permanently Displaced - Elderly Households Permanently Displaced - Non Elderly Households Permanently Displaced -Total Units Lost (Removed or Destroyed) and Required to be Replaced Bedrooms Lost (Removed or Destroyed) and Required to be Replaced Above Moderate Units Lost That Agency is Not Required to Replace Ej .Above Moderate Bedrooms Lost That Agency is Not Required to Replace b. Ot_ber Activiy. Pursuant to Sections 33080.4(a)(1) and (a)(3) based on activities other than the destruction or removal of dwelling units and bedrooms reported on Line 6_a, report by income category the number of elderly and nonelderly households permanently displaced over the reporting year; Number of Households Other Activity VL L M AM Total Households Permanently Displaced - Elderly Households Permanently Displaced - Non Elderly Households Permanently Displaced - Total c. As required in Section 33413.5, identify, over the reportiLig 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 Please attach a separate sheet of paper listing any additional housing plans adopted. California Redevelopment Agencies —Fiscal Year 2001-2002 HCD-A Sch A (7/1/02) Page 4 of 6 Agency Name: La Quinta Redevelopment Agency Project Area Name: Project Area No. 1 Estimated Project Area Households to be Permanently Displaced Over Current. Fiscal Year: 7. a. As required in Section 33080.4(a)(2) for a redevelopment project of the agency, estimate, over the current fiscal ,+Lear, the number of elderly and nonelderly households, by income category, expected to be permanently displaced. (Note: actual displacements will be reported for the next reporting year on Line 6). Number of Households Project Activity VL L M AM Total Households Permanently Displaced - Elderly Households Permanently Displaced - Non Elderly Households Permanently Displaced - Total b. As required in Section 33413.5, for the current fiscal year_, identify each replacement housing plan required to be adopted before the permanent displacement, destruction, and/or removal of dwelling units and bedrooms impacting the households reported in 7a. Date mo day yr Date 1 / mo day yr 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 Project Area to Fulfill Requirements of Other Project Areak 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 iniliai finding was adopted? / / Resolution # Date sent to HCD: mo day yr mo day yr 1Numner of Iwelling umrs Name of Other Project Area(s) VL I L I M Total California Redevelopment Agencies — Fiscal Year 2001-2002 HCD-A sch A (7/1/02) Page 5 of 6 Agency Name: La Quinta Redevelopment Agency Project Area Name: Project Area No. 1 Sales of Owner -Occupied Units Inside the Project Areal Prior to the Expiration of Land Use Controls 9. Section 33413(c)(2)(A) specifies that pursuant to an adopted program, which includes but is not limited to an equity sharing program, agencies may permit the sale of owner -occupied units prior to the expiration of the period of the land use controls established by the agency. Agencies must deposit sale proceeds into the Low and Moderate Income Housing Fund and within three (3) years from the date the unit was sold, expend funds to make another unit equal in affordability, at the same income level, to the unit sold. 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 SALES INCOME LEVEL VL L I M Total Units Sold Over Reporting Year Equal Units. ❑No ❑Yes Were reporting year funds spent to make units equal in affordability to units sold over the last three reporting years? $ Total Proceeds From Sales Over Reporting Year Number of Units SALES INCOME LEVEL VL L M I Total Units Made Equal This Reporting Yr to Units Sold Over This Reporting Yr Units Made Equal This Reporting Yr to Units Sold One Reporting Yr Ago Units Made Equal This Reporting Yr to Units Sold Two Reporting Yrs Ago Units Made Equal This Reporting Yr to Units Sold Three Reporting Yrs Ago Affordable Units to be Constructed Inside the Project Area Within Two Years 10. Pursuant to Section 33080.4(a)(10), report the number of very low, low, and moderate income units to be financed by any federal, state, local, or private source in order for construction to be completed within two years from the date of the agreement or contract executed over the retorting year. Identify the project and/or contractor, date of the executed agreement or contract, and estimated completion date. Specify the amount reported as an encumbrance on HCD-C, Line 6a. and/or any applicable amount designated on HCD-C, Line 7a. such as for capital outlay or budgeted funds intended to be encumbered for project use within two years from the reporting year's agreement or contract date. DO NOT REPORT ANY UNITS ON THIS SCHEDULE A THAT ARE REPORTED ON OTHER HCD-As, B, OR Ds. Col A Col B Col C Col D Col E Name of Agreement Estimated Sch C Amount Sch C Amount Project and/or Execution Completion Date Encumbered Designated Contractor Date (w/in 2 yrs of Col B) [Line 6a] [Line 7a] VL L M Total Second Trust Deed $ 2,190,000 $ 44 44 Program La Quinta 34 LLC $ 280,000 $ 14 14 Apartments at La $ 3,000,000 $ 75 75 Quinta Village Please attach a separate sheet of paper to list additional information. California Redevelopment Agencies — Fiscal Year 2001-2002 HCD-A Sch A (7/t/02) Page 6 of 6 SCHEDULE HCD-A Inside Project Area Activity for Fiscal Year that Ended 6 / 30 / 02 Agency Name: La Quinta Redevelopment Agency Project Area Name: Project Area No. 2 Preparer's Name, Title: Kavita Mehta, RSG Preparer's E-Mail Address: kmehtaAwebrsg.com Preparer's Telephone No: (714) 541-4585 x2306 1. Project Area Information Preparer's Facsimile No: 714 „836-1748 GENERAL INFORMATION a. 1. Year I' plan for project area was adopted: 1989 2. Year that plan was last amended (if applicable): 1994 3. Current expiration of plan: 5 / 16 / 2029 mo day yr 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 of the resolution 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 Agency's Financial Transactions Report, except for the reclassifying of Transfers -In from Internal Funds and the reporting of Other Sources as discussed below: Transfers -In from other internal funds: Report the amount of transferred funds on applicable HCD-A, lines 3a-j. For example, report the amount transferred from the Debt Service Fund to the Housing Fund for the deposit of the required set -aside percentage/amount by reporting gross tax increment on HCD-A, Line 3a(1) and report the Housing Fund's share of expenditures for debt service on HCD-C, Line 4c. Do not report "net" funds transferred from the Debt Service Fund on HCD-A. Line 303) when reportinz debt service expenditures on HCD-C, Line 4c. Other Sources: Non-GAAP (Generally Acceptable Accounting Principles) revenues such as from land sales for those agencies using the Land Held for Resale method to record land sales should be reported on HCD-A Line 3d. Housing fund receipts for the repayment of loan principal should be included on HCD-A Line 3h. California Redevelopment Agencies — Fiscal Year 2001-2002 HCD-A sch A (7/1/02) Page 1 of 6 Agency Name: La Quinta Redevelopment Agency Project Area Name: Project Area No. 2 Project Area Housing Fund Revenues and Other Sources 3. Report all revenues and other sources of funds from this project area which accrued to the Housing Fund over the reporting year. Any income related to agency -assisted housing located outside the project area(s) should be reported as "Other Revenue" on Line 3j. (of this Schedule A), if this project area is named as beneficiary in the authorizing resolution. Any other revenue sources not reported on lines 3a.-3i., should also be reported on Line 3j. Enter on Line 3a(1) the full 100% of gross Tax Increment allocated prior to applicable pass through of funds and deductions for fees (refer to Sections 33401, 33446, & 33676). Compute 20% of gross Tax Increment and enter the amount on Line 3a(2). Next, report the amount of Tax Increment set -aside before any exemption and/or deferral (if amount set -aside is less than 20%. explain the difference}. If any amount of Tax Increment was exempted or deferred, in addition to completing lines 3a(4and/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: $ 10,126.059 (2) Required 20% Housing Fund set -aside (Line 3a(1) x 20%): $ 2,025212 (3) Actual amount allocated to Housing Fund $ 2,025,212 * 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): ($ 0 (5) Amount Deferred [Health & Safety Code Section 33334.6] (if there is an amount deferred, also complete question #5, next page): ($ 0 (6) Total deposit to the Housing Fund [result of Line 3a(3) through 3a(5)]: $ 2,025,212 b. Interest Income: $ 132,712 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)]: Reversal of Revenues for Project Construction $ 16469 k. Total Project Area Receipts Deposited to Housing Fund (add lines 3a(6). through 3j.): $ 2,174,393 Califomia Redevelopment Agencies — Fiscal Year 2001-2002 HCD-A Sch A (7/1/02) Page 2 of 6 Agency Name: La Quinta Redevelopment Agency_ Project Area Name: Project Area No. 2 Exemptions) 4. a. If an exemption was claimed on Page 2, Line 3a(4) to deposit less than the required amount, complete the following information: Check only one of the Health and Safety Code Sections below providing a basis for the exemption: ❑ Section 33334.2(a)(1): No need in community to increase/improve supply of lower or moderate income housing. ❑ Section 33334.2(a)(2): Less than 20% set -aside is sufficient to meet the need. ❑ Section 33334.2(a)(3): Community is making substantial effort equivalent in value to 20% set -aside and has specific contractual obligations incurred before May 1, 1991 requiring continued use of this funding. Note: Pursuant to Section 33334.2(a)(3)(C), this exemption expired on June 30, 1993 but contracts entered into prior to May 1, 1991 may not be subject to the exemption sunset. ❑ Other: Specify code section and reason(s): b. For any exemption claimed on Page 2, Line 3a(4) and/or Line 4a above, identify: Date that initial (?) finding was adopted: / /_ Resolution # Date sent to HCD: mo day yr mo day yr Adoption date of reporting year finding: / / Resolution # Date sent to HCD: / / ' mo day yr mo day yr Deferral(s) 5. a. Specify the authority for deferring any set -aside on Line 3a(5). Check only one Health and Safety Code Section boxes: ❑ Section 33334.6(d): Applicable to project areas approved before 1986 in which the required resolution was sent to HCD before September 1986 regarding needing tax increment to meet existing obligations. Existing obligations can include those incurred after 1985, if net proceeds were used to refinance pre-1986 listed obligations. Note: The previous allowable deferral under Section 33334.6(e) expired. It was only allowable in each fiscal year prior to July 1, 1996 with certain restrictions. ❑ Other: Specify code Section and reason: b. For any deferral claimed on Page 2, Line 3a(5) and/or Line 5a above, identify: Date that initial (V) finding was adopted: / / _ Resolution # mo day yr Adoption date of reporting year finding: / / Resolution # mo day yr Date sent to HCD: _/_/ mo day yr 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: Amount of Prior Cumulative Amount Amount Deferred Deferrals Repaid Deferred (Net of Any Fiscal Year This Reporting FY During Reporting FY Amount(s) Repaid) (1) Last Reporting FY $ (2) This Reporting FY $ $ $ I* The cumulative amount of cicfcrred set -aside should also be shown on HCD-C, Line 8a. If the prior FY cumulative deferral shown above differs from what was reported on the last HCD report (HCD-A and HCD-C), indicate the amount of difference and the reason: Difference: $ Reason(s): Cal ifornia Redevelopment Agencies —Fiscal Year 2001-2002 HCD-A sch A (7/1/02) Page 3 of 6 Agency Name: La Quinta Redevelopment Agency Project Area Name: Project Area No. 2 Deferrals (continued) 5 d. Section 33334.6(g) requires any agency which defers set -asides to adopt a plan to eliminate the deficit in subsequent years. If this agency has deferred set -asides, has it adopted such a plan? Yes ❑ No ❑ If yes, by what date is the deficit to be eliminated? mo day yr If yes, when was the origin plan adopted for the claimed deferral? f / 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 Project Area Households Displaced and Units and Bedrooms Lost Over Reporting 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, over the repartin>; year (refer to Section 33413 for unit and bedroom replacement requirements). Number of Households/Units/Bedrooms Project Activity VL L M AM Total Households Permanently Displaced - Elderly Households Permanently Displaced - Non Elderly Households Permanently Displaced -Total Units Lost (Removed or Destroyed) and Required to be Replaced Bedrooms Lost (Removed or Destroyed) and Required to be Replaced Above Moderate Units Lost That Agency is Not Required to Replace Above Moderate Bedrooms Lost That Agency is Not Required to Replace 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 reported on Line 6a, report by income category the number of elderly and nonelderly households permanently displaced over the reporting year: Number of Households Other Activity VL L M AM Total Households Permanently Displaced - Elderly Households Permanently Displaced - Non Elderly Households Permanently Displaced - Total c. As required in Section 33413.5, identify, over the reporting year, each replacement housing plan required to be adopted before the permanent displacement, destruction, and/or removal of dwelling units and bedrooms impacting the households reported on lines 6a. and 6b. Date 1 / Name of Agency Custodian _ mo day yr Date 1 ! 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 2001-2002 HCD-A sch A (7/l/02) Page 4 of 6 Agency Name: La Quinta Redevelopment A enc _ Project Area Name: Proiect Area No. 2 Estimated Project Area. Households to be Permanently_Displaced Over Current Fiscal Year: 7. a. As required in Section 33080.4(a)(2) for a redevelopment project of the agency, estimate over the current fiscal year, the number of elderly and nonelderly households, by income category, expected to be permanently displaced. (Note: actual displacements will be reported for the next reporting year on Line 6). Number of Households Project Activity VL L M AM Total Households Permanently Displaced - Elderly Households Permanently Displaced - Non Elderly Households Permanently Displaced - Total b. As required in Section 33413.5, for the current fiscal ear, identify each replacement housing plan required to be adopted before the permanent displacement, destruction, and/or removal of dwelling units and bedrooms impacting the households reported in 7a. Date 1 / Name of Agency Custodian mo day yr Date, / / Name of Agency Custodian mo day yr Please attach a separate sheet of paper listing any additional housing plans adopted. Units Developed inside the Project Area to Fulfill Requirements of Other Project Area s 8. Pursuant to Section 33413(b)(2)(A)(v), agencies may choose one or more project areas to fulfill another project area's requirement to construct new or substantially rehabilitate dwelling units, provided the agency conducts a public hearing and finds, based on substantial evidence, that the aggregation of dwelling units in one or more project areas will not cause or exacerbate racial, ethnic, or economic segregation. Were any dwelling units in this project area developed to partially or completely satisfy another project area's requirement to construct new or substantially rehabilitate dwelling units? ❑ No. ❑ Yes. Date initial finding was adopted? / / Resolution # Date sent to HCD: / / mo day yr mo day yr Number of Dwelline Units Name of Other Project Area(s) VL L M Total California Redevelopment Agencies — Fiscal Year 2001-2002 HCD-A Sch A (7/1/02) Page 5 of 6 Agency Name: La Quinta Redevelopment Agency _ Project Area Name: Project Area No. 2 Sales of Owner -Occupied Units inside the Project Area Prior to the Expiration of Land Use Controls Section 33413(c)(2)(A) specifies that pursuant to an adopted program, which includes but is not limited to an equity sharing program, agencies may permit the sale of owner -occupied units prior to the expiration of the period of the land use controls established by the agency. Agencies must deposit sale proceeds into the Low and Moderate Income Housing Fund and within three (3) years from the date the unit was sold, expend funds to make another unit equal in affordability, at the same income level, to the unit sold. Sales. [:]No ❑Yes Did the agency permit the sale of any owner -occupied units during the reporting year? $ ITotal Proceeds From Sales Over Reporting Year Number of Units SALES INCOME LEVEL VL fL M Total Units Sold Over Reporting Year b. Equal Units. Were reporting year funds spent to make units equal in affordability to units sold over the last three reporting years? ❑No ❑Yes $ Total Proceeds From Sales Over Reporting Year Number of Units SALES INCOME LEVEL VL L M Total Units Made Equal This Reporting Yr to Units Sold Over This Reporting Yr Units Made Equal This Reporting Yr to Units Sold One Reporting Yr Ago Units Made Equal This Reporting Yr to Units Sold Two Reporting Yrs Ago Units Made Equal This Reporting Yr to Units Sold Three Reporting Yrs Ago Affordable Units to be Constructed Inside the 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 contract executed over the reporting_ year. Identify the project and/or contractor, date of the executed agreement or contract, and estimated completion date. Specify the amount reported as an encumbrance on HCD-C, Line 6a. and/or any applicable amount designated on HCD-C, Line 7a. such as for capital outlay or budgeted funds intended to be encumbered for project use within two years from the reporting year's agreement or contract date. DO NOT REPORT ANY UNITS ON THIS SCHEDULE A THAT ARE REPORTED ON OTHER HCD-As, B, OR Ds. VL L M Total Col A Name of Project and/or Contractor Col B Agreement Execution Date Col C Estimated Completion Date (Win 2 yrs of Col B) Col D Sch C Amount Encumbered [Line 6a] Col E Sch C Amount Designated [Line 7a] Second Trust Deed Program $ 810,000 $ 16 16 _ DC & TC, LLC $ 8,000,000 $ 1 1150 1150 $ $ Please attach a separate sheet of paper to list additional information. California Redevelopment Agencies — Fiscal Year 2001-2002 HCD-A Sch A (7/l/02) Page 6 of 6 SCHEDULE HCD-C Agency -wide Activity for Fiscal Year Ended 6 / 30 / 02 Agency Name: La Quinta Redevelopment Agency County: Riverside Preparer's Name, Title: Kavita Mehta, RSG Preparer's E-Mail Address: kmehta E @,webrsg.com Preparer's Telephone No: (714) 541-4585 x2306 Low & Moderate Income Housing Funds Preparer's Facsimile No: (714) 836-1748� 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 report to HCD) $ 12,873,943 a. if Beeinnine Balance reauires adiustment(s), identify the reason and amount for each adjustment: Use < $ > for negative amounts or amounts to be subtracted $ b. Total Adjustment(s) (indicate whether positive or <negative>) c. Adjusted Beginning Balance [Beginning Balance plus + or minus <-> Total Adjustment(s)] 2. Project Area(s) Receipts and Housing Fund Revenues a. All Project Areas. Total Deposits [Sum of amount(s) from Line 3k,HCD-A(s)] b. Other revenues not reported on Schedule HCD-A(s) [Identify source(s) and amount(s)]: c. Total Housing Fund Revenues Total Resources (Line lc. + Line 2a + Line 2c.) NOTES: $ 12,873,943 $ 7,533,606 $ 7,533,606 $ 20,407,549 Many amounts to report as Expenditures and Other Uses (beginning on the next page) should be taken from amounts reported to the State Controller's Office (SCO). Review the SCO's Redevelopment Agencies Financial Transactions Report. Transfers -out to other internal funds: Report the specific use of all transferred funds on applicable lines 4a.-k of Schedule C. For example, transfers from the Housing Fund to the Debt Service Fund for the repayment of debt should be reported on the applicable item comprising HCD-C Line 4c, providing gross tax increment was reported on Sch-As. Any transfers out of the Agency (for example: the transfer of excess surplus funds to a county Housing Authority) should be reported on HCD-C Line 4j(2). 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 (CKL) is provided fur preparers to review to determine the appropriateness of Low and Moderate Income Housing Fund (LMIHF) expenditures and other uses. HCD does not represent that line items ident joing any expenditures and other uses are allowable. CRL is accessible on the Internet %website: lilla://www.lepitifo.ca.goyl (California Law)] beginning with Section 33000 of the Health and Safety Code. California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-C Sch C (7/l/02) Page 1 of 8 Agency Name: La guinta Redevelopment Age 4. Expenditures and Other Uses a. Acquisition of Property & Buildin Sites 33334,2 e l & Housing33334.2 e 6 : (1) Land Assets (Investment —Land Held for Resale) * $ (2) Housing Assets (Fixed Asset) * $ (3) Acquisition Expense $ (4) Operation of Acquired Property $ (5) Relocation Costs $ (6) Relocation Payments $ (7) Site Clearance Costs $ (8) Disposal Costs $ (9) Other [Explain and identify amount(s)]: * Reported to SCO as part of Assets and Other Debts (10) Subtotal Property/Building Sites/Housing Acquisition (Sum of Lines 1 — 9) $ b. Subsidies from Low and Moderate Income Housing Fund (LMIHF): (1) V Time Homebuyer Down Payment Assistance $ 2,618,448 (2) Rental Subsidies $ 422,209 (3) Purchase of Affordability Covenants [33413(b)2(B)] $ (4) Other [Explain and identify amount(s)]: Sewer Assessment Subsidies $ 132,862 (5) Subtotal Subsidies from LMIHF (Sum of Lines 1 —4) $ 3,173,519 c. Debt Service [33334.2(e)(9)]. Report LMIHF's share of debt service. If paid from Debt Service Fund, ensure "gross" tax increment is reported on HCD-A(s) Line 3a(l). (1) Debt Principal Payments (a) Tax Allocation, Bonds & Notes $ 591,075 (b) Revenue Bonds & Certificates of Participation $ (c) City/County Advances & Loans $ (d) U. S. State & Other Long —Term Debt $ (2) Interest Expense $ 1,484,373 (3) Debt Issuance Costs $ (4) Other [Explain and identify amount(s)]: (5) Subtotal Debt Service (Sum of Lines 1 — 4) $ 2,075,448 d. Planning and Administration Costs j33334.3(e)(1)]_ (1) Administration Costs $ 112,560 (2) Professional Services (non project specific) $ 523,066 (3) Planning/Survey/Design (non project specific) $ 277,624 (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) $ 913,250 California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-C Sch C (7/l/02) Page 2 of 8 Agency Name: La Quinta Redevelopment Agency 4. 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)]: $ $ 1,471,958 $ 91,193 Subtotal Other Expenditures and Uses $ 1• Total Expenditures and Other Uses (Sum of lines 4a.-k.) 5. Net Resources Available [End of Reporting Fiscal Year] [Page 1, Line 3, Total Resources minus Total Expenditures and Other Uses on Line 4.1.1 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. b. Unencumbered Balance (Line 5 minus Line 6a). Also enter on Page 4, Line 1 la. 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 $ (1,597,819) 8. 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)]: $ 14,280,000 $ (1,597,819) $ 7,725,368 $ 12,682,181 g• Total Other Housing Fund Assets (Sum of lines 8a.-f.) $ 9. TOTAL FUND EQ.UITY[Line 5 (Net Resources Available) +8g (Total Other Housing Fund Assets] $ (1,597,819) 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 $ (1,597,819) California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-C Sch C (7/1/02) Page 3 of 8 Agency Name: La Quinta Redevelopment Agency Excess Surplus Information Pursuant to Section 33080.7 and Section 33334.12(g)(1), report on Excess Surplus that is required to be determined on the first day of a fiscal year. Excess Surplus exists when the Adjusted Balance exceeds the greater of: (1) $1,000,000 or (2) the aggregate amount of tax increment deposited to the Housing Fund during the four prior fiscal years. Section 33334.12(g)(3)(A) and (B) provide that the Unencumbered Balance can be adjusted for: (1) any remaining revenue generated in the reporting year from unspent debt proceeds and (2) if the land was disposed of during the reporting year to develop affordable housing, the difference between the fair market value of land and the value received. The Unencumbered Balance is calculated by subtracting encumbrances from Net Resources Available. "Encumbrances" are funds reserved and committed pursuant to a legally enforceable contract or agreement for expenditure for authorized redevelopment housing activities [Section 33334.12(g)(2)]. For Excess Surplus calculation purposes, carry over the prior year's HCD Schedule C Adjusted Balance as the Adjusted Balance on the first day of the reporting fiscal year. Determine which is larger: (1) $1 million or (2) the total of tax increment deposited over the prior four years. Subtract the largest amount from the Adjusted Balance and, if positive, report the amount as Excess Surplus. 10. Excess Surplus: Complete Columns 2, 3, 4, & 5 to calculate Excess, Surplus for the reporting year. Columns 6 and 7 track prior years' Excess Surplus Column 1 Column 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 Increment Deposits Over I't 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 Years Housing Fund FYs Balance Balances End of Reporting Year End of Reporting Year Rpt Yrs Ago $ 3,253,847 $ $ $ Rpt Yrs Ago $ 3,592,472 $ 4,449,326 $ $ $ $ $ $ Rpt Yrs Ago Rpt Yr Ago $ 5,254,713 $ $ $ Sum of Column 2 Last Year's Sch C Col 4 minus: lar er Current Adjusted Balance of Col 3 or $lmm Reporting (report positive $ Year $ 16,550,358 $ 8,680,699 $ 0 $ $ I. Reporting Year Ending Unencumbered Balance and Adjusted Balance: a. Unencumbered Balance (End of Year) [Page 3, Line 6b] $ (1,597,819) 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 $ (2) Land Conveyance Losses [(33334.12(g)(3)(A))]: Identify reporting year losses from sales/grants/leases of land acquired with low -mod funds, if 49% or more of new or rehabilitated units will be affordable to lower -income households $ 12. Adjusted Balance (for next year's determination of Excess Surplus) [Line 1la minus sum of 1 lb(1) and 1 lb(2)] $ (1,597,819) Note: Do not enter Adjusted Balance in Col 4. It is to be reported as next year's 1st day amount to determine Excess Surplus a. If there is remaining Excess Surplus from what was determined on the first day of the reporting year, describe the agency's plan (as specified in Section 33334.10) for transferring, encumbering, or expending excess surplus: b. If the plan described in 12a. was adopted, enter the plan adoption date: mo day yr California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-C Sch C (7/1/02) Page 4 of 8 Agency Name: La Quinta Redevelopment Agency Miscellaneous Uses of Funds 13. If an amount is reported in 4e., pursuant to Section 33080.4(a)(6), report the total number of very low-, low-, and moderate -income households that directly benefited from expenditures for onsite/offsite improvements which resulted in either new construction, rehabilitation, or the elimination of health and safety hazards. (Note: If Line 4e of this schedule does not show expenditures for improvements, no units should be reported here.) Income Level Households Constructed Households Rehabilitated Households Benefiting from Elimination of Health and Safety Hazard Duration of Deed Restriction Very Low 0 24 7 15 - 45 Years Low 34 3 2 15 - 45 Years Moderate 38 2 12 15 - 45 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 fPlease 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 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 California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-C sch C (7/1/02) Page 5 of 8 Agency Name: La Quinta Redevelopment A eg ncy 16. Did the Agency use non-LMIHF funds as matching funds for the Federal HOME or HOPE program during the reporting period? YES ❑ NO If yes, please indicate the amount of non-LMIHF funds that were used for either HOME or HOPE program support. HOME $ HOPE $ 17. Pursuant to Section 33080.4(a)(11), the agency shall maintain adequate records to identify the date and amount of all LMIHF deposits and withdrawals during the reporting period. To satisfy this requirement, the Agency should keep and make available upon request any and all deposit and withdrawal information. DO NOT SUBMIT RECORDS OF DEPOSITS/WITHDRAWALS. Has your agency made any deposits to or withdrawals from the LMIHF? Yes ® No ❑ If yes, identify the document(s) describing the agency's deposits and withdrawals by listing for each document, the following (attach additional pages of similar information as necessary,): Name of document: Trial Balance Date of document: 6 / 30 / 02 mo day yr Name of Agency Custodian (person): Amy Swan -Draper Custodian's telephone number: (760)177-7055 _ Place where record can be accessed: City Hall — Finance Department Name of document: Date of document: mo Name of Agency Custodian (person.);, Custodian's telephone number: _ Place where record can be accessed: day yr 18. Use of Other Redevelopment 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. Suggestions/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 agency to more quickly and effectively use its housing or other funds to increase, improve, and preserve affordable housing? 20. ,Annual Monitoring,Reports of Previously Completed Projects/Programs Were all Annual Monitoring Reports received for all prior years' projects/programs?: Yes ® No ❑ California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-C sch C (7/l/02) Page 6 of 8 Agency Name: La Ouinta Redevelopment Agency 21. PrQiect 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 Jormat, please complete information for each underlined category below addressing suggested topics in a narrative format that does not exceed two pages (see example, next page). In addition to submitting information with other HCD forms to the State Controller, please submit achievement information on a 3.5 inch diskette and identify the sofhvare type and version. For convenience, the diskette can be separately mailed to: HCD Policy Division, 1800 3rd Street, Sacramento, CA 95814 or data can be emalled by attaching the file and sending it to: atorrensfc�hcd. ca gov or Hey y(tt��acd ca.mov. AGENCY INFORMATION • Project Type (Choose one of the categories below and one kind of assistance representing the primary project type): New/Additional Units {Previously Unoccupied/Uninhabitable): Existing Units (Previously Occupied - New Construction to own - Rehabilitation of Owner -Occupied - New Construction to rent - Rehabilitation of Tenant -Occupied - Rehabilitation to own - Acquisition and Rehabilitation to Own - Rehabilitation to rent - Acquisition and Rehabilitation to Rent - Adaptive Re -use Mobilehomes/Manufactured Homes - Mixed Use Infill - Payment Assistance for Owner or Renter - Mobilehomes/Manufactured Homes - Transitional Housing - Mortgage Assistance - Other (describe) - Transitional Housing - Other (describe) • Agency Name: • Agency Contact and Telephone Number for the Project: DESCRIPTION • Project Name • Clientele served [owner, renter, income group, special need (e.g. large family or disabled), etc.] • Number and type of units and location, density, and size of project relative to other projects, etc. • Degree of affordability/assistance rendered to families by project, etc. • Uniqueness (land use, design features, additional services/amenities provided, funding sources/collaboration, before/after project conversion such as re -use, mixed use, etc.) • Cost (acquisition, clean-up, infrastructure, conversion, development, etc.) HISTORY • Timeframe from planning to opening • Barriers/resistance (legal/financial/community, etc.) that were overcome • Problems and creative solutions found • Lessons learned and/or recommendations for undertaking a similar project AGENCY ROLE AND ACHIEVI WENT • Degree of involvement with concept, design, approval, financing, construction, operation, and cost, etc. • Specific agency and/or community goals and objectives met, etc. California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-C Sch C (7/1/02) Page 7 of 8 Agency Name: La Quinta Redevelopment Agency ACHIEVEMENT EXAMPLE Proiect Tyne: NEW CONSTRUCTION- OWNER OCCUPIED Redevelopment Agency Contact: Name (Area Code) Telephone # Project/Program Name: Project or Program Description During the reporting year, construction of 12 homes were completed. Enterprises, which specializes in community self-help projects, was the developer, assisting 12 families in the construction of their new homes. The homes took 10 months to build. The families' work on the homes was converted into "sweat equity" valued at $15,000. The first mortgage was from CHFA. Families were also given an affordable second mortgage. The second and third mortgage loans were funded by LMIHF and HOME funds. History The (City or County) of struggled for several years over what to do about the area. The tried to encourage development in the area by rezoning a large portion of the area for multi -family use, and twice attempted to create improvement districts. None of these efforts were successful and the area continued to deteriorate, sparking growing concern among city officials and residents. At the point that the Redevelopment Agency became involved, there was significant ill will between the residents of the and the (City or County). The introduced the project in with discussions of how the Agency could become involved in improving the blighted residential neighborhood centering on . This area is in the core area of town and was developed with disproportionately narrow, deep lots, based on a subdivision plat laid in 1950. Residents built their homes on the street frontages of _ and leaving large back -lot areas that were landlocked and unsuitable for development, having no access to either avenue. The Agency worked with 24 property owners to purchase portions of their properties. Over several years, the Agency purchased enough property to complete a tract map creating access and lots for building. Other non -profits have created an additional twelve affordable homes. Agency Role The Agency played the central role. The _ Project is a classic example of successful redevelopment. All elements of blight were present: irregular, land -locked parcels without access; numerous property owners; development that lagged behind that of the surrounding municipal property; high development cost due to need for installation of street improvements, utilities, a storm drain system, and undergrounding of a flood control creek; and a low-income neighborhood in which property sale prices would not support high development costs. The Agency determined that the best development for the area would be single-family owner -occupied homes. The Agency bonded its tax increment to fund the off -site improvements. A tract map was completed providing for the installation of the street improvements, utilities, storm drainage, and the undergrounding of Creek. These improvements cost the Agency approximately $1.5 million. In lieu of using the eminent domain process, the Agency negotiated with 22 property owners to purchase portions of their property, allowing for access to the landlocked parcels. This helped foster trust and good will during the course of the negotiations. The Project got underway once sufficient property was purchased. California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-C sch C (7/1/02) Page 8 of 8 SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/aor nona dev/rental or owner), complete a D1 and applicable D2-D7. Examples; 1: 25 minor rehab (Nonagy Dev): Area 1: 15 Owner, Area 2: 6 Rental; & Outside: 4 Rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3: 4 Agy Dev. Rentals; 16 Nonagy Dev. Rentals. Complete 2 D-1 s & 2 D-5s. 3: 15 sub rehab (restricted): Area 4: 15 Nonagy Dev, Owner. Complete 1 D-1 & 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted Rental), 8 Nonagy Dev (nonrestricted Owner) Complete 2 D-1s, 1 D-4, & 1 D-5. Name of Redevelopment Agency: Identify Project Area or specify "Outside": General Title of Housing Project/Program: Project/Program Address (optional): Street: 51-540, 51-552 Avenida Martinez _ Owner Name (optional): Solis and Thompson/Slimko La Quinta Redevelopment Agency Project Area No. 1 Building Horizons City: La Quinta ZIP: 92553 Total Project/Program Units: # 2 Restricted Units: # 2 Unrestricted Units: # 0 For projects/ ro rams with no RDA assistance, do not complete any of below or any of HCD Q2-D6. Only Lomplete HCD-D7. Was this a federally assisted multi -family rental project [Gov't Code Section 65863.10(a)(2)]? ❑ YES x❑ 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 'iota/ 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 multiple "Special Needs" below. Sum of all the below can exceed the "Number of Units" above) # 0 DISABLED (Mental) 1#0 FARMWORKER (Permanent) # 0 TRANSITIONAL HOUSING # 0 DISABLED (Physical) # 0 FEMALE HEAD OF HOUSHOLD # 0 ELDERLY # 0 FARMWORKER (Migrant) # 0 LARGE FAMILY It 0 EMERGENCY SHELTERS (4 or more Bedrooms) (allowable use only with "Other Housing Units Provided - Without LMIHF" Sch-D6) Affordability and/or Special Need Use Restriction Term (enter day/monthlyear using digits, e.g. 07/01/2002): Replacement Housing Units Inclusonary Housing Units Other Housing Units Provided With LMIHF Without LMIHF Restriction Start Date N/A 6/26/02 and 6/27/02 N/A N/A Restriction End Date 30 Years Funding Sources: Redevelopment Funds: $ 137,750 Federal Funds $ State Funds: $ Other Local Funds: $ Private Funds: $ Owner's Equity: $ TCAC/Federal Award: $ TCAC/State Award: $ Total Development/Purchase Cost: $ 137.750 Check all appropriate form(s) below that will be used to identify all of this Project' s/Prog ram's Units: ❑ Replacement Housing Units Inclusionary Units: Other Housing Units Provided: (Sch HCD-D2) ❑x Inside Project Area (Sch HCD-D3) ❑With LMIHF (Sch HCD-D5) ❑ Outside Project Area (Sch HCD-D4) ❑ Without LMIHF (Sch HCD-D6) ❑ No Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2001-2002 Sch DI (7/1/02) HCD-D1 SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units not claimed on Schedule D-4,5,6,7) (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-D1): ❑ Agency Developed ❑x Non -Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-131): ❑ Rental ❑x Owner -Occupied Enter the number of units for each applicable activity below: Note: 'INELG" refers to a household that is no longer eligible but still a temporary resident and part of the total 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 TOTAL INELG. 2 [ 2 Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): B. Substantial Rehabilitation (Post-93IAB 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. Other/Substantial Rehabilitation (Pre-941AB 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. O D. Acquisition of Covenants Post-93/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 D1, report the remaining units as instructed below. Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported: ❑ Replacement Housing Units ❑ Inclusionary Units (Outside Project Area) Other Housing Units Provided: (Sch HCD-D2) (Sch HCD-D4) ❑ With LMIHF (Sch HCD-D5) ❑ Without LMIHF (Sch HCD-D6) ❑ No 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 2001-2002 HCD-D3 Sch D3 (7/1/02) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or nonagy devlrental or owner), complete a D1 and applicable D2-D7. Fxanap/cs; 1: 25 minorrehab (Nonagy Dev): Area 1: 15 Owner; Area 2: 6 Rental; & Outside: 4 Rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3: 4 Agy Dev. Rentals; 16 Nonagy Dev. Rentals. Complete 2 D-1s & 2 D-5s. 3: 15 sub rehab (restricted): Area 4: 15 Nonagy Dev, Owner. Complete 1 D-1 & 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted Rental), 8 Nonagy Dev (nonrestricted Owner) Complete 2 D-1s, 1 D-4, & 1 D-5. Name of Redevelopment Agency: Identify Project Area or specify "Outside": General Title of Housing Project/Program: Project/Program Address (optional): Street: Various addresses, in -fill lots LA QUINTA REDEVELOPMENT AGENCY Project Area No. 1 La Quinta Housing Program — Home Purchase Loan Program City: La Quinta ZIP: 92253 Owner Name (optional): Various Total Project/Program Units: # 47 Restricted Units: # 47 Unrestricted Units: # 0 For projects! rograms with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi -family rental project [Gov't Code Section 65863.10(a)(2)]? ❑ YES ❑x 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 multiple "Special Needs" below. Sum of all the below can exceed the "Number of Units" above) 0 DISABLED (Mental) # 0 FARMWORKER (Permanent) 0 DISABLED (Physical) # 6 FEMALE HEAD OF HOUSHOLD 0 FARMWORKER (Migrant) 90 LARGE FAMILY (4 or more Bedrooms) Affordability and/or S Restriction Start Date Restriction End Date Restriction Start Date Restriction End Date Funding Sources: I Need Use Restriction Term (enter Housincl Units I Inclusionary Ho # 0 TRANSITIONAL HOUSING # 2 ELDERLY # 0 EMERGENCY SHELTERS (allowable use only with "Other Housing Units Provided - Without LMIHF" Sch-D6 thlyear using digits, e.g. 07/01/2002): Units I Other Housing Units Provided N/A 07/02/2001 to 03/12/2002 30 Years (39 units) 03/20/2002 to 06/10/2002 45 Years (8 units) Redevelopment Funds: $ 2,522,648 Federal Funds $ State Funds: $ Other Local Funds: $ Private Funds: $ Owner's Equity: $ TCAC/Federal Award: $ TCAC/State Award: $ Total Development/Purchase Cost: $ &522 8 With LMIHF Without LMIHF N/A N/A Check all appropriate form(s) below that will be used to identify all of this Project's/Program's Units: ❑ Replacement Housing Units Inclusionary Units: Other Housing Units Provided: (Sch HCD-D2) ❑x Inside Project Area (Sch HCD-D3) ❑ With LMIHF (Sch HCD-D5) ❑ Outside Project Area (Sch HCD-D4) ❑ Without LMIHF (Sch HCD-D6) ❑ No Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-D1 0rh DI (7/1/02) SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units not claimed on Schedule D-4,5,6,7) (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 LoanProgram Check only one. If both apply, complete a separate form for each (with another Sch-131): ❑ Agency Developed ❑x Non -Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): ❑ Rental ❑x Owner -Occupied Enter the number of units for each applicable activity below: Note: "INELG" refers to a household that is no longer eligible but still a temporary resident and part of the total 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 TOTAL INELG. J32 11 43 33 12 45 Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): B. Substantial Rehabilitation Post-931AB 1290 Definition of Value >,25%: Credit for Obliiir ations 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): =P] C. Other/Substantial Rehabilitation Pre-94/AB 1294 Definition: Credit for Obli ations 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-931AB 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. mm-MMIM 7=71MI, 1 =I=. TOTAL UNITS (Add only TOTAL of all "TOTAL Elderly / Non Elderly Units,,): 47 If TOTAL UNITS is less than "Total Project Units" on HCD Schedule D1, report the remaining units as instructed below. Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported: ❑ Replacement Housing Units I3x1 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) ❑ No 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 2001-2002 Sch D3 (7/1/02) HCD-D3 SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/namefa�.y or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Ekamp/es: 1: 25 minor rehab (Nonagy Dev): Area 1: 15 Owner, Area 2: 6 Rental, & Outside: 4 Rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3: 4 Agy Dev. Rentals, 16 Nonagy Dev. Rentals. Complete 2 D-1s & 2 D-5s. 3: 15 sub rehab (restricted): Area 4: 15 Nonagy Dev, Owner. Complete 1 D-1 & 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted Rental), 8 Nonagy Dev (nonrestricted Owner) Complete 2 D-1s, 1 D-4, & 1 D-5. Name of Redevelopment Agency: Identify Project Area or specify "Outside": General Title of Housing Project/Program: Project/Program Address (optional): _Street: 53-540 Avenida Carranza and 52-645 Avenida Diaz Owner Name -(optional): Painter and Carroll LA QUINTA REDEVELOPMENT AGENCY Project Area No. 1 Agency Rental Unit Sales City La Quinta ZIP: 92253 Total Project/Program Units: # 2 Restricted Units: # 2 Unrestricted Units: # 0 For projects/prograntis with no RDA assistance, do not complete any of below or any of HCD D2-136. Only complete HCD-1a7. Was this a federally assisted multi -family rental project [Gov't Code Section 65863.10(a)(2)]? ❑ YES ❑x 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 multiple "Special Needs" below. Sum of all the below can exceed the "Number of Units" above) 0 DISABLED (Mental) # 0 0 DISABLED (Physical) # 2 0 FARMWORKER (Migrant) # 0 Affordab FARMWORKER (Permanent) # 0 FEMALE HEAD OF HOUSHOLD # 0 LARGE FAMILY # 0 (4 or more Bedrooms) TRANSITIONAL HOUSING ELDERLY EMERGENCY SHELTERS (allowable use only with "Other Housing Units Provided - Without LMIHF" Sch-Dt and/or Special Need Use Restriction Term (enter day/month/year using digits, e.g. 07101/2002): Restriction Start Date Restriction End Date Restriction Start Date Restriction End Date Funding Sources: Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHF Without LMIHF N/A 03/08/2002 N/A N/A 30 Years N/A 06/18/2002 N/A N/A 45 Years Redevelopment Funds: $ Federal Funds $ State Funds: $ Other Local Funds: $ Private Funds: $ Owner's Equity: $ TCAC/Federal Award: $ TCAC/State Award: $ Total Development/Purchase Cost: $ Check all appropriate form(s) below that will be used to identify all of this Project's/Program's Units: ❑ Replacement Housing Units Inclusionary Units: Other Housing Units Provided: (Sch HCD-02) Inside Project Area (Sch HCD-D3) ❑ With LMIHF (Sch HCD-D5) ❑ Outside Project Area (Sch HCD-D4) ❑ Without LMIHF (Sch HCD-D6) ❑ No A enc Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-D1 Sch DI (7J1/02) SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units not claimed on Schedule D-4,5,6,7) (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: Agency Rental Unit Sales Check only one. If both apply, complete a separate form for each (with another Sch-D1): 0 Agency Developed ❑ Nan -A en cy Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): ❑ Rental ❑x Owner -Occupied Enter the number of units for each applicable activity below: Note: `INELG"refers to a household that is no longer eligible but still a temporary resident and part of the total A. New Constructlon 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. Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): B. Substantial Rehabilitation Past-931AB 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. 1 2 Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): C. Other/Substantial Rehabilitation Pre-941AB 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. �, a D. Acquisition of Covenants Post-931AB 1290 Reform: Only Illlul#i-1=amil 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 ❑x 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) ❑ No 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 2001-2002 HCD-D3 Sch D3 (7/l/02) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agy or Nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Exams 1: 25 minor rehab (Nonagy Dev): Area 1: 15 Owner; Area 2: 6 Rental; & Outside: 4 Rental. Complete 3 D-1 s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3: 4 Agy Dev. Rentals, 16 Nonagy Dev. Rentals. Complete 2 D-1 s & 2 D-5s. 3: 15 sub rehab (restricted): Area 4: 15 Nonagy Dev, Owner. Complete 1 D-1 & 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted Rental), 8 Nonagy Dev (nonrestricted Owner) Complete 2 D-1 s, 1 D-4, & 1 D-5. Name of Redevelopment Agency: LA QUINTA REDEVELOPMENT AGENCY Identify Project Area or specify "Outside": Project Area No. 1 General Title of Housing Project/Program: La Quinta Rental Housing Program Project/Program Address (optional): Street: City: ZIP: La Quinta 92253 53-760, 53-780 Ave. Vallejo, 5J-825, 54-280 Ave. Madero, 54-300 Ave. Velasco, 52-225 Ave. Vallejo, 52-985 Ave. Carranza, 53-925, 52-830, 53-541, 53-523 Ave. Martinez, 53-965, 52-635 Ave. Diaz, 52-625 Ave. Rubio, 52-195 Ave. Mendoza, 52-985, 52-565 Eisenhower, 53-880 Ave. Navarro, 54-245, 53-795 Ave. Herrera, 53- 275 Ave. Ramirez Owner Name (optional): La Quinta Redevelopment Agency Total Project/Program Units: # 21 Restricted Units: # 21 Unrestricted Units: # 0 For rolectsl ro rams with no RDA assistance do not complete any of below or any of HCD D2-136. Only complete 1ICD-137. Was this a federally assisted multi -family rental project [Gov't Code Section 65863.10(a)(2)]? ❑ YES ONO 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 multiple "Special Needs" below. Sum of all the below can exceed the `_Number of Units" above) 0 DISABLED (Physical) # D FEMALE HEAD OF HOUSHOLD # 0 ELDERLY FARMWORKER (Migrant) 0 LARGE FAMILY # 0 EMERGENCY SHELTERS (4 or more Bedrooms) (allowable use onl with "Otherh Units Provided -Without LMIHF" lability and/or Special Need Use Restriction Term (enter day/monthlyear using digits, e.g. 07/01/2002): Replacement Housing Units Inclusionary Housing Units 10ther Housing Units Provided With LMIHF Without Ltl tion Start Date N/A 12/30/2001 N/A i N/ n End Date I I 3u Years n End Date Funding Sources: Redevelopment Funds: $ 217,599 Federal Funds $ State Funds: $ Other Local Funds: $ Private Funds: $ Owner's Equity: $ TCAC/Federal Award: $ TCAC/State Award: $ Total Development/Purchase Cost: $ 217,599 Check all appropriate form(s) below that will be used to identify all of this Project's/Program's Units: ❑ Replacement Housing Units Inclusionary Units: Other Housing Units Provided: (Sch HCD-D2) ❑x Inside Project Area (Sch HCD-D3) ❑ LA itq LMIHF (Sch HCD-D5) ❑ Dutside Project Area (Sch HCD-D4) ❑ Without LMIHF (Sch HCD-D6) ❑ No Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-D1 a„1. ni P7/1/AM SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units not claimed on Schedule D-4,5,6,7) (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): ❑x Agency Developed ❑ Nqqj6gen-qy Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): ❑x Rental ❑ Owner -Occupied Enter the number of units for each applicable activity below: Note: `INELG"refers to a household that is no longer eligible but still a temporary resident and part of the total 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 TOTAL INELG. Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): B. Substantial Rehabilitation Post-931AB 1290 Definition of Value >25%: Credit for Obligations Since 1994 : Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units \LOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. 21 21 21 21 [:TD:= IOf Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): Ea�j' C. _Other/Substantial Rehabilitation (Pre 94/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. Ac uisition of Covenants Post-93/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"): FM 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) ❑ No 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 Fmo - -MMMM = California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-D3 Sch D3 (7/1/02) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/namelaay or nonagy dev/rental or owner), complete a D1 and applicable D2-DT Examples: 1: 25 minor rehab (Nonagy Dev): Area 1: 15 Owner, Area 2: 6 Rental, & Outside: 4 Rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3: 4 Agy Dev. Rentals; 16 Nonagy Dev. Rentals. Complete 2 D-Is & 2 D-5s. 3: 15 sub rehab (restricted): Area 4: 15 Nonagy Dev, Owner. Complete 1 D-1 & 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted Rental), 8 Nonagy Dev (nonrestricted Owner) Complete 2 D-1s, 1 D-4, & 1 D-5. Name of Redevelopment Agency: Identify Project Area or specify "Outside": General Title of Housing Project/Program: La Quinta Redevelopment Agency Project Area No. 1 La Quinta Housing Program — Residential Rehab Loan Program Project/Program Address (optional): Street: City: 51-905 Ave Vallelo. 52-555 Ave. Carranza, 54-080 Ave. Rubio La Quinta ZIP: 92253 Owner Name (optional): Ford, Rothstein, Moller and Curtin Total Project/Program Units: #4 Restricted Units: # 1 Unrestricted Units: # 3 Far grajectstprvgrams with no RDA assistance do not complete any of below or any of HCD D2-136. Only complete HCD-137. Was this a federally assisted multi -family rental project [Gov't Code Section 65863.10(a)(2)]? ❑ YES 1@ 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 multiple "Special Needs" below. Sum of all the below can exceed the "Number of Units" above) "0— 0 DISABLED (Mental) # 0 FARMWORKER (Permanent) # 0 TRANSITIONAL HOUSING # 0 DISABLED (Physical) # 1 FEMALE HEAD OF HOUSHOLD # 1 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) Affnrdabilitv and/or Special Need Use Restriction Term (enter dav/month/year using digits, e.g. 07/0112002): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHF Without LMIHF Restriction Start Date N/A 05/31/2002 N/A N/A Restriction End Date 45 Years Funding Sources: Redevelopment Funds: $ 51,180.50 Federal Funds $ State Funds: $ Other Local Funds: $ Private Funds: $ Owner's Equity: $ TCAC/Federal Award: $ TCAC/State Award: $ Total Development/Purchase Cost: $ 51.1.80,.50 Check all appropriate form(s) below that will be used to identify all of this Project's/Program's Units: ❑ Replacement Housing Units Inclusionary Units: Other Housing Units Provided: (Sch HCD-D2) ZInside Project Area (Sch HCD-D3) ❑ With LMIHF (Sch HCD-D5) ❑ Outside Project Area (Sch HCD-D4) ❑ Without LMIHF (Sch HCD-D6) ❑ No Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2001-2002 Sch D1 (7/1/02) f:Lyl9101 SCHEDULE HCD-D5 OTHER HOUSING UNITS PROVIDED (AGENCY ASSISTANCE WITH LMIHF) (units not claimed on Schedule D-Z3,4,6,7) (lack minimum replacement or i ncl usionary restrictions and/or not controlled by agency or comm unity) 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: ❑x Inside Project Area ❑ Outside Project Area Check only one. If both apply, complete a separate form for each (with another Sch-D1): ❑ Agency Developed 9 Non -Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): ❑ Rental ❑x Owner -Occupied Enter the number of units for each applicable activity below: Note: "INELG"refers to a household that is no longer eligible but still a temporary resident and part of the total A. New Construction Units non replacement/non inclusiona 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. T7TF B. Substantial Rehabilitation Units value increase with land > 25% non replacement/non Inc lusiona 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. ' 1 1 1 D C. Non -Substantial Rehabilitation Units: Elderly Units Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. INELG. VLOW LOW MOD TOTAL INELG. 1 0 0 � O I 1 I l D. Acquisition of Units Only (non acquisition of affordability covenants for inclusionary credit): 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. 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 TOTAL INELG. 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 TOTAL INELG. F California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-D5 Sc1iD5 (7/1/02) Page 1 of 2 Agency Name: LA OUINTA REDEVELOPMENT AGENCY Housing Project Name: RESIDENTIAL REHAB LOAN PROGRAM SCHEDULE HCD-D5 OTHER HOUSING UNITS PROVIDED (AGENCY ASSISTANCE WITH LMIHF) (continued) Note: `INELG"refers to a household that is no longer eligible but still a temporary resident and part of the total G. Preservation He S 33334.2 a 1fi 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 TOTAL INELG. H. Subsidy other than any activity already reported on this form): Elderly Urlits Non Elderly Units TOTAL Elderly & Non Elderly Units VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. VLOW LOW MOD TOTAL INELG. O 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 TOTAL INELG. I 1=1 I I I I:a=TL= TOTAL UNITS (Add only TOTAL of all "TOTAL Elderly / Non Elderly Units"): M If TOTAL UNITS is less than "Total Project Units" shown on HCD 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) ❑x Inside Project Area (Sch HCD-D3) ❑ Without LMIHF (Sch HCD-136) ❑ Outside Project Area (Sch HCD-D4) ❑ No Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-D5 Sch D5 (7/1/02) Page 2 of 2 SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/agv or nonagy dev/rental or owner), complete a D1 and applicable D2-D7. Examples: 1: 25 minor rehab (Nonagy Dev): Area 1: 15 Owner; Area 2: 6 Rental; & Outside: 4 Rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3: 4 Agy Dev. Rentals; 16 Nonagy Dev. Rentals. Complete 2 D-1s & 2 D-5s. 3: 15 sub rehab (restricted): Area 4: 15 Nonagy Dev, Owner. Complete 1 D-1 & 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted Rental), 8 Nonagy Dev (nonrestricted Owner) Complete 2 D-1s, 1 D-4, & 1 D-5. Name of Redevelopment Agency: Identify Project Area or specify "Outside": General Title of Housing Project/Program: Project/Program Address (optional): Street: Various Owner Name (optional): Various Owners LA QUINTA REDEVELOPMENT AGENCY Project Area No. 1 Assessment / Sewer Connection Subsidy City: La Quinta ZIP: 92253 Total Project/Program Units: # 21 Restricted Units: # 0 Unrestricted Units: # 21 For ro'ectsl ro rams with no RDA assistance do not comp!r:te an of below or an 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 ❑x 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 multiple "Special Needs" below. Sum of all the below can exceed the "Number of Units" above) 0 DISABLED (Mental) # 0 0 DISABLED (Physical) L!3 0 FARMWORKER (Migrant) FARMWORKER (Permanent) # 0 FEMALE HEAD OF HOUSHOLD # 5 LARGE FAMILY # 0 (4 or more Bedrooms) TRANSITIONAL HOUSING ELDERLY EMERGENCY SHELTERS (allowable use only with "Other Housing Units Provided - Without LMIHF" Sch-Dt Affordability and/or Special Need Use Restriction Term (enter day/monthlyear using digits, e.g. 07/0112002): Restriction Start Date Restriction End Date Funding Sources: Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHF Without LMIHF N/A N/A 08/28/2001 to N/A 05/02/2002 15 Years Redevelopment Funds: $ 116,015.27 Federal Funds $ State Funds: $ Other Local Funds: $ Private Funds: $ Owner's Equity: $ TCAC/Federal Award: $ TCAC/State Award: $ Total Development/Purchase Cost: $ 116,!QL.,227 Check all appropriate form(s) below that will be used to identify all of this Project's/Program's Units: ❑ Replacement Housing Units Inclusipnary Units: Other Housing Units Provided: (Sch HCD-D2) ❑Inside Project Area (Sch HCD-D3) O With LMIHF (Sch HCD-D5) ❑ Outside Project Area (Sch HCD-D4) ❑ Without LMIHF (Sch HCD-D6) ❑ No Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2001-2002 Q-t, nt /9/1/Ml HCD-D1 SCHEDULE HCD-D5 OTHER HOUSING UNITS PROVIDED (AGENCY ASSISTANCE WITH LMIHF) (units not claimed on Schedule D-2,3,4,6,7) (lack minimum replacement or inclusionary restrictions and/or not controlled by agency or communit ) 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): Agency Developed ❑ Non -Agency Developed Check only one. If both apply, complete a separate form for each (with another Sch-D1): ❑ Rental ❑x Owner -Occupied Enter the number of units for each applicable activity below: Note: "INELG "refers to a household that is no longer eligible but still a temporary resident and part of the total A. New Construction Units (non replacement/non inclusionar�}: 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. B. Substantial Rehabilitation Units (value increase with land a 25% [non rep lacementinon inclusionary 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. a F C. 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 TOTAL INELG. D. Acquisition of Units Only non acquisition of affordability covenants for inclusions credit): 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. 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 TOTAL 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 TO�TALI INELG. California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-D5 Sc1iD5 (7/1/02) Page 1 of 2 Agency Name: La Quinta Redevelopment Agency Housing Project Name: Assessment/Sewer Connection Subsidy SCHEDULE HCD-D5 OTHER HOUSING UNITS PROVIDED (AGENCY ASSISTANCE WITH LMIHF) (continued) Note: `INELG"refers to a household that is no longer eligible but still a temporary resident and part of the total G. Preservation H&S 33334.2 a '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 TOTAL 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 TOTAL INELG. 0 1 0 3 1 2 11 16 I c I 7 2 12 21 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 TOTAL INELG. TOTAL UNITS (Add only TOTAL of all "TOTAL Elderly / Non Elderly Units"): M If TOTAL UNITS is less than "Total Project Units" shown on HCD 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-D4) ❑ No Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-D5 Sch DS (7/1/02) Page 2 of 2 SCHEDULE HCD-D7 HOUSING UNITS PROVIDED (NO AGENCY ASSISTANCE) (units not claimed on Schedule D-2,3,4,5,6) Agency:: La Quinta Redevelopment Agency Redevelopment Project Area Name, or "Outside": Project Area No. 1 Housing Project Name: Private, Market Rate Construction 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 f inel.5) or nonfinancial assistance (design, planning, etc.) provided by agency staff. In some cases, of the total units reported on HCD D1, a portion of units in the same projecdprogram may be agency assisted (reported on HCD-D2 through HCD-D6) whereas other units may be unassisted by the agency (reported on HCD-D7). The intent of this form is to: (1) reconcile any difference between total 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 EnyLect area that increases the agency's inclusionary obligation. Re ortin nova enc assisted projeca outside a project area is optional, if units do not make-up any part-oftotal 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 difj rence 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 (muld- family or single-family), funded by tax credits and other private financing without any agency assistance. Check whether Inside or Outside Project Area in completing applicable information below: ® Inside Project Area Enter the number for each applicable activity: New Construction Units: 379 Substantial Rehabilitation Units: Total Units: 379 If the agency did not provide any assistance to any part of the inside Project Area project, provide: Building Permit Number: N/A Permit Date: / / mo day yr ❑ Otltsieie Project Area Enter the number for each applicable activity: New Construction Units: Substantial Rehabilitation Units: Total Units: =F7] 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) California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-D7 Sch D7 (7/l/02) Agency Name: Project Name: ❑ Outside Project Area (Sch HCD-D4) ❑ Without LMIHF (Sch HCD-D6) California Redevelopment Agencies - Fiscal Year 1998-99 HCD-D5 Sch D5 (12/20/02) 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. 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. PART I [H&SC Section 33413(b)(1)] AGENCY DEVELOPED UNITS DURING THE REPORTING YEAR BOTH INSIDE AND OUTSIDE OF A PROJECT AREA 1. New Units Developed by the Agency 0 2. Substantially Rehabilitated Units Developed, by the Agency 23 3. Subtotal - Baseline of Agency Developed Units (add lines 1 & 2) 23 4. Subtotal of Increased Inclusionary Obligation (Line 3 x 30%) (see Notes I and 2 below) 7 5. Very -Low Inclusionary Obligation Increase Units (Line 4 x 500/01) 4 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 N2nqgqncy Person or Entity 71 7. Substantially Rehabilitated Units Developed by Any NgEagen Person or Entity 3 8. Subtotal -Baseline of Nonagency Developed Units (add lines 6 & 7) 74 9. Subtotal of Increased Inclusionary Obligation (Line 8 x 15%) (see Notes 1 and 2 below) 11 10. Very -Low Inclusionary Obligation Increase (Line 9 x 400" 4 PART III REPORTING YEAR TOTALS 11. Total Increase in Inclusionary Obligation (add lines 4 and 9) 18 12. Very -Low Inclusionary Obligation Increase (add lines 5 and 10) (Line 12 is a subset of Line 11) $ 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. {f ordable remits. 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. Aloritrgepey deve:?lolmd (pro "ect area} units: market -rate units can not exceed 85 percent and affordable units must be at least 1 S percenir 2. Production requirements may be met on a project -by -project basis or in aggregate within each 10 year planning period The percentage of affordable units relative to total units required within each 10 year planning period may be calculated as follows: AFFORDABLE units = Market -rate x (30 or . 5) TOTAL units = Market -rate or Affordable ( 70 or. 85) ( 70 or .85) (30 or .1 S) California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-E Sch E-1 (7/l/02) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/nametagy or nonagy devlrental or owner), complete a D1 and applicable D2-D7. Pxat 1pp es_ -- ...- 1: 25 minor rehab (Nonagy Dev): Area 1: 15 Owner; Area 2: 6 Rental; & Outside: 4 Rental. Complete 3 D-1s & 3 D-5s. 2: 20 sub rehab (nonrestricted): Area 3: 4 Agy Dev. Rentals; 16 Nonagy Dev. Rentals. Complete 2 D-Is & 2 D-5s. 3: 15 sub rehab (restricted): Area 4: 15 Nonagy Dev, Owner. Complete 1 D-1 & 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted Rental), 8 Nonagy Dev (nonrestricted Owner) Complete 2 D-Is, 1 D-4, & 1 D-5. Name of Redevelopment Agency: Identify Project Area or specify "Outside": General Title of Housing Project/Program: Project/Program Address (optional): Street: Various addresses, in -fill lots , Owner Name (optional): Various LA QUINTA REDEVELOPMENT AGENCY Project Area No. 2 La Quinta Housing Program — Home Purchase Loan Program City: ZIP: La Quinta 92253 Total Project/Program Units: # 3 Restricted Units: # 3 Unrestricted Units: # 0 I For oroiects/oroarams with no RDA assistance, do not complete any of below or aqy of HCD b2-D6. Only complete HCD-©7. I Was this a federally assisted multi -family rental project [Gov't Code Section 65863.10(a)(2)]? ❑ YES ❑x 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 multiple "Special Needs" below. Sum of all the below can exceed the "Number of Units" above) Ir 0 DISABLED (Mental) # 0 FARMWORKER (Permanent) # l) TRANSITIONAL HOUSING # 0 DISABLED (Physical) # 3 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 Affordability and/or Special Need Use Restriction Term (enter day/month/year using digits, e.g. 07101/2002): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHF Without LMIHF Restriction Start Date N/A 08/15/2001 N/A N/A Restriction End Date 30 Years (1 unit) Restriction Start Date 03/20/2002 to 5/24/2002 Restriction End Date 1 45 Years (2 units) Funding Sources: Redevelopment Funds: $ 95,800 Federal Funds $ State Funds: $ Other Local Funds: $ Private Funds: $ Owner's Equity: $ TCAC/Federal Award: $ TCAC/State Award: $ Total Development/Purchase Cost: $ 95X0 Check all appropriate form(s) below that will be used to identify all of this Proj ect's/Prog ram's Units: ❑ Replacement Housing Units Inclusionary Units: Other Housing Units Provided: (Sch HCD-D2) 0 Inside Project Area (Sch HCD-D3) ❑With LMIHF (Sch HCD-D5) ❑ Outside Project Area (Sch HCD-D4) ❑ Without LMIHF (Sch HCD-D6) ❑ No Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2001-2002 Sch D1 (7/1/02) HCD-D1 SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units not claimed on Schedule D-4,5,6,7) (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 LoanProgram Check only one. If both apply, complete a separate form for each (with another Sch-131): ❑ A-gency Developed ❑x Nan -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: Note: 'INELG"refers to a household that is no longer eligible but still a temporary resident and part of the total 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 TOTAL INELG. 1 1 2 [E 1 2 Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): IL- B. Substantial Rehabilitation (Post-931AB 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. Other/Substantial Rehabilitation Pre-941AB 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. Acauisition of Covenants (Post-93/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. E7E=MM= = F � = 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 0 Inclusionary Units (Uutside Project Area) Other Housing Units Provided: (Sch HCD-D2) (Sch HCD-D4) ❑ With LMIHF (Sch HCD-D5) ❑ Without LMIHF (Sch HCD-D6) ❑ No 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 2001-2002 HCD-D3 Sch D3 (7/1/02) SCHEDULE HCD-D1 GENERAL PROJECT/PROGRAM INFORMATION For each different Project/Program (area/name/acty or nona dev/rental or owner), complete a D1 and applicable D2-D7 Examples: 1: 25 minor rehab (Nonagy Dev): Area 1: 15 Owner, Area 2: 6 Rental; & Outside: 4 Rental. Complete 3 D-1 s & 3 D-5s. _2: 20 sub rehab (nonrestricted): Area 3: 4 Agy Dev. Rentals, 16 Nonagy Dev. Rentals. Complete 2 D-1 s & 2 D-5s. 3: 15 sub rehab (restricted): Area 4: 15 Nonagy Dev, Owner. Complete 1 D-1 & 1 D-3. 4: 10 new (Outside). 2 Agy Dev (restricted Rental), 8 Nonagy Dev (nonrestricted Owner) Complete 2 D-1 s, 1 D-4, & 1 D-5. Name of Redevelopment Agency: Identify Project Area or specify "Outside"; General Title of Housing Project/Program: Project/Program Address (optional): Street: Various Owner Name (optional): Various LA QUINTA REDEVELOPMENT AGENCY Project Area No. 2 Miraflores (DC TC Joint Venture / RGC Courthomes, Inc. City: La Quinta ZIP: 92253 Total Project/Program Units: # 22 Restricted Units: # 22 Unrestricted Units: # 0 1=or ro'ects/programs with no RDA assistance, do not complete any of below or any of HCD D2-D6. Only complete HCD-D7. Was this a federally assisted multi -family rental project [Gov't Code Section 65863.10(a)(2)]? ❑ YES 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 multiple "Special Needs" below. Sum of all the below can exceed the `Number of Units" above) # 0 DISABLED (Mental) # 0 FARMWORKER (Permanent) # 0 TRANSITIONAL HOUSING WO DISABLED (Physical) # 4 FEMALE HEAD OF HOUSHOLD # 2 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) Affordability and/or Special Need Use Restriction Term (enter day/monthlyear using digits, e.g. 07/01/2002): Replacement Housing Units Inclusionary Housing Units Other Housing Units Provided With LMIHF Without LMIHF Restriction Start Date N/A 12/07/2001 to 06/07/2002 N/A N/A Restriction End Date 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) below that will be used to identify all of this Project's/Program's Units: ❑ Replacement Housing Units Inclusionary Units: Other Housing Units Provided: (Sch HCD-D2) ❑x Inside Project Area (Sch HCD-D3) ❑ With LMIHF (Sch HCD-D5) ❑ Outside Project Area (Sch HCD-D4) ❑ Without LMIHF (Sch HCD-D6) ❑ No Agency Assistance (Sch HCD-D7) California Redevelopment Agencies - Fiscal Year 2001-2002 Sch D1 (7/l/02) HCD-D1 SCHEDULE HCD-D3 INCLUSIONARY HOUSING UNITS (INSIDE PROJECT AREA) (units not claimed on Schedule D-4,5,6,7) (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: Miraflores (DC TC Joint Venture / RGC Courthomes, Inc.) Check only one. If both apply, complete a separate form for each (with another Sch-D1): ❑ Agency Developed 0 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: Note: "INELG"refers to a household that is no longer eligible but still a temporary resident and part of the total 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 TOTAL INELG. 2 2 0 20 11 20 E M�l 22 Of Total, identify the number aggregated from other project areas (see HCD-A(s), Item 8): B.Substantial Rehabilitation Post-93/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): H C. OtherlSubstantial Rehabilitation Pre-941AB 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] III � = Fl E= D. Acquisition of Covenants (Post-93/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"): 22 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) ❑ No 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. O California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-D3 Sch D3 (7/1/02) SCHEDULE HCD-D7 HOUSING UNITS PROVIDED (NO AGENCY ASSISTANCE) (units not claimed on Schedule D-2,3,4,5,6) Agency:: La Quinta Redevela mentA enc Redevelopment Project Area Name, or "Outside": Project Area No. 2 Housing Project Name: Private Market Rate Construction NOTE. On this form, only report UNITS NOT REPORTED on HCD-D2 through HCD-D6 for projectlprogram 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 projectlprogram may be agency assisted (reported on HCD-D2 through HCD D6) whereas other units may be unassisted by the agency (reported on HCD-D7). The intent of this form is to: (1) reconcile any difference between total projectlprogram 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 incluslonary obligation. AgggEt!g nvnat ey assisted M ects outside a project area is optional i units do not make-up any part of total units reported on HCD-DL HCD-D7Report n.gExamlvles Example I (reporting partial units): Anew 100 unit project was built (reported on HCD-D1, Inside or Outside a project area). Fifty (50) units received agency assistance [30 affordable LMIHF units (reported on either HCD-D2, D3, D4, or D5) and 20 above moderate units were funded with other agency funds (reported on HCD-D6)j. The remaining 50 (privately financed and developed market -rate units) must be reported on HCD-D7 to make up the difference between 100 reported on DI and 50 reported on D2-D6). Example 2 (reporting all units): Inside a project area a condemned, historic property was substantially rehabilitated (multi- fiafnily or single-firmily), funded by tax credits and other private financing without any agency assistance. Check whether Inside or Outside Project Area in completing applicable information below: ® Inside Project Area Enter the number for each applicable activity: New Construction Units: soo Substantial Rehabilitation Units: Total Units: 500 If the agency did not provide any assistance to any part of the inside Project Area project, provide: Building Permit Number: N/A Permit Date: mo day yr ❑ Outside Project Area Enter the number for each applicable activity: New Construction Units; Substantial Rehabilitation Units: Total Units: Check all appropriate form(s) listed below that will be used to identify remaining Project Units to be reported: ❑ Replacement Housing Units Inclusionary Units: Other Housing Units Provided: (Sch HCD-D2) ® Inside Project Area (Sch HCD-D3) ❑ With LMIHF (Sch HCD-D5) California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-D7 Sch D7 (7/1/02) Agency Name: Project Name: ❑ Outside Project Area (Sch HCD-D4) ❑ Without LMIHF (Sch HCD-D6) California Redevelopment Agencies - Fiscal Year 1998-99 HCD-D5 Sch D5 (12/20/02) 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. PART I [H&SC Section 33413(b)(1)] AGENCY DEVELOPED UNITS DURING THE REPORTING YEAR BOTH INSIDE AND OUTSIDE OF A PROJECT AREA 1. New Units Developed by the Agency 0 2. Substantially Rehabilitated Units Developed by the Agency 0 3. Subtotal - Baseline of Agency Developed Units (add lines 1 & 2) 0 4. Subtotal of Increased Inclusionary Obligation (Line 3 x 30%) (see Notes I and 2 below) V 0 I 5. Very -Low Inclusionary Obligation Increase Units (Line 4 x 5001101) 0 PART II [H&SC Section 33413(b)(2)] NONAGENCY DEVELOPED UNITS DURING THE REPORTING YEAR ONLY INSIDE A PROJECT AREA 6. New Units Developed by Any Nonagency Person or Entity 25 7. Substantially Rehabilitated Units Developed by Any Nonagency Person or Entity Q 8. Subtotal - Baseline of Nonagency Developed Units (add lines 6 & 7) 25 9. Subtotal of Increased Inclusionary Obligation (Line 8 x 15%) (see Notes 1 and 2 below) 4 10. Very -Low Inclusionary Obligation Increase (Line 9 x 40%) 2 PART III REPORTING YEAR TOTALS 11. Total Increase in Inclusionary Obligation (add lines 4 and 9)4-1 12. Very -Low Inclusionary Obligation Increase (add lines 5 and 10) (Line 12 is a subset of Line 11) Ld 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. No�ency developed (pir-9 ect area) units: market -rate units can not exceed 85 percent and affordable units must be at least 15 percent, 2. Production requirements may be met on a project -by -project basis or in aggregate within each 10-year planning period The percentage of affordable units relative to total units required within each 10 year planning period may be calculated as follows: AFFORDABLE units = Market -rate x (.30 or IS) TOTAL units = Market -rate or Af fardable (. 70 or. 85) (. 70 or. 85) (30 or .15) California Redevelopment Agencies - Fiscal Year 2001-2002 HCD-E Sch E-1 (7/1/02)