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HomeMy WebLinkAboutAttachment 8.a. - Affordable Housing Program Freeway Commercial SPA, South Portion Otay Ranch Town Center Affordable Housing Program Project Sponsor/Applicant: Brookfield Properties Contact: Tony Pauker 733 Eighth Avenue San Diego, CA 92101 (858) 794-6157 ??????? XX, 2024 This page is intentionally blank. i I. INTRODUCTION....................................................................................................................1 A. Purpose and Content .........................................................................................................1 B. Needs Assessment ...............................................................................................................1 II. FC 1 AFFORDABLE HOUSING OBLIGATION, LOCATION, PHASING, DESIGN AND UNIT MIX .......................................................................................................................3 A. Obligation ...........................................................................................................................3 B. Types of Affordable Housing ............................................................................................3 C. Location ..............................................................................................................................4 D. Phasing ................................................................................................................................4 E. Design ..................................................................................................................................5 F. Unit Mix by Bedroom Count ..............................................................................................5 III. AFFORDABLE HOUSING RESTRICTIONS .....................................................................5 A. Income Eligibility ...............................................................................................................5 B. Affordable Housing Costs .................................................................................................5 C. Underwriting Requirements .............................................................................................6 D. Affordability Term of Owner-Occupied Housing ...........................................................6 E. Term of Affordability Restrictions ...................................................................................7 IV. SUBSIDIES, INCENTIVES AND FINANCING MECHANISMS .....................................7 Density Bonus .....................................................................................................................7 V. COMPLIANCE REPORTING ...............................................................................................7 VI. AFFIRMATIVE MARKETING PLAN .................................................................................7 VII. MPLEMENTING AGREEMENTS AND CONDITIONS .................................................8 VIII. DEFINITIONS ......................................................................................................................8 ii EXHIBIT 1A SUPPLEMENTAL RENTAL APPLICATION EXHIBIT 2A SEMI-ANNUAL REPORT EXHIBIT 2B SEMI-ANNUAL AFFORDABLE HOUSING MONITORING REPORT EXHIBIT 3 HOMEBUYER’S QUALIFYING FORM Freeway Commercial SPA Otay Ranch Town Center 1 | P a g e I. INTRODUCTION A. PURPOSE AND CONTENT The purpose and intent of this Affordable Housing Program (AHP) is to encourage the development of diverse and balanced neighborhoods with a range of housing opportunities for all identifiable economic segments of the population, including households of lower and moderate income consistent with the City’s housing policies and needs as specified in its General Plan Housing Element. The intent is to ensure that when developing the limited supply of developable land, housing opportunities for persons of all income levels are provided. The provision of this AHP establish standards and procedures that will encourage the development of housing affordable to low and moderate-income households within the Sectional Planning Area (SPA) and are to be consistent with the Housing Element’s Balanced Communities Policy and the adopted Guidelines. The AHP identifies the type and location of affordable housing units to be provided, potential subsidies or incentive programs, income restrictions and methods to verify compliance. The program may be implemented through various mechanisms including development agreements, tentative map conditions, and specific housing project agreements that may include additional terms and conditions, consistent with this program. B. NEEDS ASSESSMENT According to San Diego Association of Government’s (SANDAG) Series 14: 2050 Regional Growth Forecast, Chula Vista is expected to gain 64,898 new residents and 26,734 new households (2016 to 2050). Furthermore, SANDAG, through its Regional Housing Needs Allocation (July 10, 2020), estimated that based on anticipated economic growth for the period beginning April 15, 2021, to April 15, 2029, the City would experience a demand for 11,105 new housing units, of which 4,527 new housing units affordable to low and very low-income households and 1,911 new housing units for moderate income households. To encourage the development of adequate housing to meet the needs of low and moderate- income households and to further geographic and community balance, the City’s adopted Housing Element provides for a Balanced Community Policy, requiring ten-percent (10%) affordable housing for low and moderate-income households within developments of fifty (50) or more residential units. This inclusionary housing program will serve as only one component of the City’s overall housing strategy and will complement other affordable housing efforts, including preservation of existing assisted housing, development of new assisted housing with public subsidies, first-time homebuyer assistance, and rehabilitation loans for low-income homeowners. The City does find that such inclusionary housing policy is beneficial to increasing the supply of housing affordable to households of lower and moderate incomes and to meet the City’s regional share of housing needs given the demographics of the community and its needs, past housing production performance, and the existing opportunities and constraints as detail in its Housing Element. Freeway Commercial SPA Otay Ranch Town Center 2 | P a g e The current characteristics of the City’s population, housing, employment, land inventory, and economic conditions, which affect its housing goals, policies and programs include: ▪ The population, as of April, 2020, has more diversity in race/ethnicity than the region, in that 58-percent of residents identified themselves as Hispanic or Latino1 Asian population comprises 13-percent, and white, non-Hispanic population represents 29-percent as of 2010. This compares to 20-percent, 11-percent, and 69-percent, respectively, for the region. ▪ Chula Vista residents have household income characteristics that nearly match the regional median. ▪ There is a geographic disparity in household median income in Chula Vista. The household median income west of Interstate-805 is less than the City median income ($76,354), while east of Interstate-805 exceeds the median income. ▪ Nearly a third of households earn less than $45,000 per year. ▪ Household size is slightly larger than the region, at 3.25 persons per household compared to 2.82 per household for the region. ▪ Seniors, aged 65-years or older, comprise 15-percent of the total population. ▪ Housing west of Interstate-805 was built primarily before 1980 (32-percent before 1960 and 50-percent between 1960-1980). Housing east of Interstate- 805 was built after 1980, with 41-percent built between 1980-2000, and 50-percent built after 2000. ▪ Housing types are diverse west off-805, with 41-percent multi-family housing and 48-percent single-family housing. Single-family homes comprise most of the housing available east off-805 (82-percent of housing). ▪ A home ownership rate of 58.1-percent is slightly above as the region's rate of 54- percent. ▪ The median housing cost in 2019 of $614,000 is lower than the region's median cost of $649,000. ▪ The well-established neighborhoods and master planned neighborhoods create different opportunities and require a different ser of policies and program to address housing needs. The amount of land in the City available for new residential development is severely limited by geography and size. The largest supply of vacant developable land is planned for master planned communities. The City has two sets of numerical housing goals established by SANDAG, which are also addressed in the City’s General Plan Housing Element: the City’s share of the region’s future housing needs (regional share goals) and the Quantified Objectives for Affordable Housing Production. The total regional share goal is 11,105 new housing units by 2029, with 41-percent or 4,527 units needed for very low- and low-income households. Chula Vista faces a growing shortage of housing that is affordable to a wide range of our population and needed for a healthy functioning housing market. This lack of affordable housing is detrimental to the health, safety, and welfare of the City's residents. Employees 1 Housing Element of the General Plan, July 13, 2021 Freeway Commercial SPA Otay Ranch Town Center 3 | P a g e may be forced to live in less than adequate housing within the City, pay a disproportionate share of their incomes to live in adequate housing within the City or commute increasing distances to their jobs from housing located outside the City. The City's Balanced Communities Policy can enhance the public welfare by increasing the supply of housing affordable to households of lower and moderate-income incomes in a balanced manner and thereby combating the adverse effects to the City due to an insufficient supply of affordable housing. II. FC 1 AFFORDABLE HOUSING OBLIGATION, LOCATION, PHASING, DESIGN AND UNIT MIX A. OBLIGATION The City of Chula Vista Housing Element and the Otay Ranch GDP provide that ten percent of the total units will be affordable to low and moderate-income households. Of the ten percent, five percent must be affordable to low-income households and five percent must be affordable to moderate income households, as either rental or for-sale dwelling units. In calculating the required number of affordable units, fractional units may result and may either be provided as one additional affordable unit or paid as a partial in-lieu fee equal to the resulting fraction. The estimated Otay Ranch Town Center (FC 1) affordable housing unit obligation is based on the FC 1 SPA entitlement authorization of up to 840 units. Based upon the maximum number of anticipated dwelling units, the affordable units required for FC 1 are 42 low- income and 42 moderate-income affordable units. It is anticipated that the residential units will be built in phases and that affordable dwelling units will be built and provided on a pro-rata basis, per phase, unless otherwise agreed to by both parties. B. TYPES OF AFFORDABLE HOUSING The housing policies established in the City of Chula Vista Housing Element advocate a broad variety and diversity of housing types. The affordable housing obligations of FC 1 will be met through a combination of housing types including rental and “for-sale” housing. In general, low-income housing needs will be satisfied through the provision of rental units. Depending upon the availability of adequate subsidies, incentives or other financing assistance, a limited number of "for-sale" multi-family housing units affordable to low-income households may be available as well. Housing opportunities to meet the needs of moderate-income households will be provided through a combination of market- rate rental units as well as “for-sale” housing in medium-high to higher density developments. Freeway Commercial SPA Otay Ranch Town Center 4 | P a g e C. LOCATION The location of affordable housing developments shall take into consideration proximity to and availability of the following: • Existing or proposed public transit facilities or transportation routes; • Existing or proposed community facilities and services, such as shopping, medical, childcare, recreation areas and schools; and • Existing or future employment opportunities. Affordable housing units required for FC 1 may be located either within or outside the plan area. Affordable housing to accommodate low-income households may be provided within rental housing developments. “For-sale” units affordable to moderate income households may be available as well. Consideration of location will be made on a case-by-case basis. Evaluation of alternate locations should include an analysis of the specific benefit to be gained from development of such replacement site, including such factors as an increase in the number of affordable units, deeper affordability levels, or the earlier satisfaction of the affordable housing requirement. Identification of potential target sites in this AHP describes one way in which the FC 1 affordable housing obligation might be met, and is not meant to require that affordable units be constructed on any specific sites nor to preclude other alternatives. Such alternatives might include, by way of example, the aggregation of rental housing affordable to low-income households within the mixed-use site, or as a separate component of another development site. A final determination as to the location and type of the affordable housing sites will occur with subsequent entitlements, approvals, and agreements. D. PHASING Development of FC 1 will be completed in multiple phases to ensure construction of necessary infrastructure and amenities for each phase as the project progresses. The Phasing Plan is non-sequential. This recognizes that sequential phasing is frequently inaccurate due to unforeseen market changes or regulatory constraints. Therefore, the FC 1 SPA Plan and Public Facilities Finance Plan (PFFP) permit non-sequential phasing by imposing specific facilities requirements for each phase to ensure that FC 1 is adequately served, and City threshold standards are met. Detailed schedules and building permit stipulations for the construction of affordable units in relation to other market rate units will be established through the initial Affordable Housing Agreement. The Affordable Housing Agreement must be in place prior to the approval of the first Final Subdivision Map. The Developer shall diligently pursue completion of the construction of the low and moderate-income housing units as per the implementation schedule established by the initial Affordable Housing Agreement. Freeway Commercial SPA Otay Ranch Town Center 5 | P a g e E. DESIGN Affordable housing shall be compatible with the design and use of the market rate units, in terms of appearance, materials, and finish quality. The developer shall have the option of reducing the interior amenities, levels, and square footage of the affordable units. F. UNIT MIX BY BEDROOM COUNT The affordable units shall have an overall unit mix by bedroom count which reflects the appropriate community need and shall be comparable to the unit mix by bedroom count of the market rate units in the residential development. The affordable dwelling units may be either rental or for-sale dwelling units. III. AFFORDABLE HOUSING RESTRICTIONS A. INCOME ELIGIBILITY To determine the eligibility of a household for the low and/or moderate-income housing unit, the household purchasing or renting the affordable unit must qualify as a lower income/moderate-income household, as established by, and amended from time to time pursuant to Section 3 of the United States Housing Act of 1937, as published by the U.S. Department of Housing and Urban Development (HUD), and as also provided in California Health and Safety Code Sections 50079.5 and 50105. B. AFFORDABLE HOUSING COSTS The allowable housing expense paid by a qualifying household shall not exceed a specified fraction of the gross monthly income, adjusted for household size, for the following classes of housing: Very Low-Income rental and for-sale units: 30-percent of the gross monthly income, adjusted for household size, at 50-percent of the Area Median Income (AMI) for San Diego County, or as provided in Section 50053 (b)(3) and 50052.5 (b)(2) of the California Health and Safety Code Lower Income, rental units: 30-percent of the gross monthly income, adjusted for household size, at 60-percent of the AMI for San Diego County, or as provided in Section 50053 (b)(4) of the California Health and Safety Code. Lower Income, for-sale units: 30-percent of the gross monthly income, adjusted for household size, at 70-percent of the AMI for San Diego County, or as provided in Section 50052.5 (b)(3) of the California Health and Safety Code. Moderate-Income, rental units: 30-percent of the gross monthly income, adjusted for household size, at 110-percent of the AMI for San Diego County, or as provided in Section 50053 (b)(5) of the California Health and Safety Code. Freeway Commercial SPA Otay Ranch Town Center 6 | P a g e Moderate-Income, for-sale units: 35-percent of the gross monthly income, adjusted for household size, at 110-percent of the AMI for San Diego County, or as provided in Section 50052.5 (b)(4) of the California Health and Safety Code. To determine the "Allowable housing expense" include all of the actual or projected monthly or annual recurring expenses required of a household to obtain shelter. 1. For a for-sale unit, allowable housing expenses include payments for principal and interest on a mortgage loan, including any loan insurance fees, property taxes and assessments, fire and casualty insurance, homeowner association fees, and a reasonable allowance for utilities, or as defined in 25 California Code of Regulations Section 6920. 2. For a rental unit, allowable housing expenses include payments for rent and a reasonable allowance for utilities, or as defined in 25 California Code of Regulations Section 6918. Should subsidized financing and other incentives from a public agency be proposed and obtained, the monthly affordable rent shall be dictated by such program or granting Agency. If no affordable rent is specified, affordable monthly rents shall be established in accordance with Section 50053 of the California Health and Safety Code. C. UNDERWRITING REQUIREMENTS To ensure the preservation of affordability of proposed low and moderate-income for-sale housing and financial viability of program participants, the City shall encourage the following policies consistent with the City’s adopted City Council Policy 453-02: ▪ Fixed rate mortgages only. No adjustable rate mortgages; ▪ Affordable monthly housing payments no more than 38-percent of household income (“Front End Ratio”). Total debt payments no more than 45-percent of household income (“Back End Ratio”). ▪ No “teaser” rates; and, ▪ No non-occupant co-borrowers. D. AFFORDABILITY TERM OF OWNER-OCCUPIED HOUSING In order to ensure the continued affordability of the units, resale of the units must be restricted for the required term of fifty-five (55) years. After initial sale of the affordable units to a low-income household, all subsequent buyers of such units must also be income eligible and the unit must be sold at an affordable price. A developer may opt to have no income or sales price restriction for subsequent buyers, provided however that restrictions to the satisfaction of the City are in place that would result in the recapture by the City or its designee of a financial interest in the units equal to the amount of subsidy necessary to make the unit affordable to a low-income household and a proportionate share of any equity. Funds recaptured by the City shall be used to provide assistance to other identified affordable housing production or contributions to a special needs housing project or Freeway Commercial SPA Otay Ranch Town Center 7 | P a g e program. To the extent possible, projects using for-sale units to satisfy the obligations of developers under the City’s Affordable Housing Program shall be designed to be compatible with conventional mortgage financing programs including secondary market requirements. E. TERM OF AFFORDABILITY RESTRICTIONS The term of the affordability restrictions shall be fifty-five years (55) years from issuance of the Certificate of Occupancy for the first structure providing income restricted units, or the longest period of time if required by the construction or mortgage financing assistance program, mortgage insurance program, or subsidy or incentive program. The term of affordability and resale restrictions for affordable for-sale units are more appropriately described above in “Resale Provisions of Owner- Occupied Housing.” IV. SUBSIDIES, INCENTIVES AND FINANCING MECHANISMS The obligation to provide affordable housing shall not be dependent upon the availability of subsidies, incentives, or financing mechanisms. The City shall consider providing incentives, assistance, and subsidies to those qualifying projects and supporting any applications for assistance that requires approvals from, or allocations by other agencies, to the extent feasible, in a manner that offsets the cost of providing for affordable units. Offsets will be offered by the City to the extent that resources and programs for this purpose are available to the City and to the extent that the qualifying projects, with the use of the offsets, assists in achieving the City's housing goals. To the degree such offsets are available, the Developer may make application to the City. The parties acknowledge that the City is not hereby committing, directly or through implication, a right to receive any offsets from City or any other party or agency to enable the Developer to meet the obligations and cannot guarantee the availability of any Cost Reducing Mechanisms to the Developer for Freeway Commercial South. The City reserves the right to approve, approve with conditions or disapprove, in its sole discretion, any Developer request for subsidized financing sponsored by the City. DENSITY BONUS Projects that meet the applicable requirements of State law (Government Code Section 65915) because of affordable housing units, are entitled to a density bonus or other incentives in accordance with the provisions of such law. V. COMPLIANCE REPORTING Terms related to occupancy and affordability restrictions shall be recorded as a separate deed restriction or regulatory agreement on the property designated for the affordable units and shall bind all future owners and successors in interest for the term of years specified therein. The City shall monitor affordable units for compliance with those terms and Freeway Commercial SPA Otay Ranch Town Center 8 | P a g e conditions of all relevant Affordable Housing Agreements or other restrictions. The Developer shall submit compliance reports in the frequency and manner prescribed by the City of Chula Vista Development Services Department. VI. AFFIRMATIVE MARKETING PLAN The Developer shall provide a marketing plan acceptable to the City, in the City's reasonable discretion, for proactively marketing the low and moderate-income housing units to low and moderate-income tenants and purchasers. Developer shall use good faith and reasonable best efforts to market the low and moderate-income housing units to low and moderate-income tenants and purchasers according to the affirmative marketing plan. The City will use good faith and reasonable best efforts to assist the Developer in marketing low and moderate-income housing units to low and moderate-income tenants and purchasers obtaining the services of a third-party organization in connection with such marketing efforts, processing the applications of prospective tenants and purchasers of low- and moderate-income housing units, and complying with the reporting requirements as required herein. VII. IMPLEMENTING AGREEMENTS AND CONDITIONS This AHP may be implemented through various mechanisms including development agreements, tentative map conditions, and specific housing project agreements that may impose additional terms and conditions consistent herewith. VIII. DEFINITIONS Affirmative Marketing Plan: An outline that details actions the Developer will take to provide information and otherwise attract eligible persons in the housing market area to the available housing without regard to race, sex, sexual orientation, marital status, familiar status, color, religion, national origin, ancestry, handicap, age, or any other category which may be defined by the law now or in the future. Low Income Household: A household of persons who claim primary residency at the same unit with combined incomes that are greater than 50%, but not more than 80-percetn of the AMI for the San Diego area based on household size as determined annually by HUD. Household size is calculated by the number of persons residing at the same unit as their primary residency. Moderate Income Household: A household of persons who claim primary residency at the same unit with combined incomes between 80 to 120-percent of the AMI for the San Diego area based on household size as determined annually by HUD. Household size is calculated by the number of persons residing at the same unit as their primary residency. Freeway Commercial SPA Otay Ranch Town Center 9 | P a g e San Diego Area Median Income: The San Diego County area median income level as determined from time to time by HUD, based on household size. Subsidized Financing: Any financing provided by any public agency specifically for the development and construction of low or moderate-income housing units, including but not limited to the following: ▪ Low Income Housing Tax Credits (LIHTC) – statewide competition; ▪ Housing Bonds – State; ▪ Housing Bonds – City of Chula Vista; ▪ Redevelopment Low and Moderate-income Housing Fund – Redevelopment Agency; ▪ HOME – City of Chula Vista and County of San Diego; ▪ Community Development Block Grants – City of Chula Vista; and, ▪ Other Public Financing – State and Federal. EXHIBIT 1A CITY/HA SUPPLEMENTAL RENTAL APPLICATION Exhibit _-1 CHECKOUT THE CURRENT FORM The purpose of this program is to provide affordable rental opportunities for low-income households and to ensure that City of Chula Vista meet the goals set forth in the City’s Housing Element and HUD approved Consolidated Plan. The City of Chula Vista and Insert Ownership Name welcomes your interest in Insert Name Apartments and requests that you read this information in its entirety. It is very important that you understand ALL of the program requirements. Once you agree to rent an affordable unit you are bound by all of the requirements. AFFORDABLE HOUSING UNITS In order to qualify to rent an Affordable Housing Unit, applicants must meet ALL of the requirements outlined within this document. Income restrictions apply. Please refer to the chart below for the MAXIMUM gross income based upon household size, which is defined as the total number of people residing within the household. You must be able to provide evidence that the people you list as household occupants will reside in the affordable unit. Gross income is the total amount of income earned by all persons, over the age of 18, within the household before all standard withdrawals (including federal tax, state tax, social security, etc.). Affordable Unit Restrictions The restrictions set forth in the Table below shall establish the maximum rental rate, which shall be adjusted for family size appropriate for the Affordable Unit, from which a utility allowance as approved by the City Manager shall be deducted. The family size appropriate for the Affordable Unit for purposes of establishing the maximum rental rate shall be calculated at one person per bedroom plus one. Insert Name Apartments Supplemental Application Insert Name Apartments offers apartments located at Insert Address . The units consist of 1, 2 and 3 bedroom units. For more information about Insert Name Apartments, the units, floorplans, etc, please stop by the Rental Office at , Chula Vista, CA 9191 . EXHIBIT 1A CITY/HA SUPPLEMENTAL RENTAL APPLICATION Exhibit _-2 TABLE OF RENT AND INCOME RESTRICTION CRITERIA UNIT TYPE MAXIMUM MONTHLY RENTS MAXIMUM INCOME OF ELIGIBLE TENANTS 1-Bedroom 1/12th of 30% of 50% of AMI 50% of AMI 1-Bedroom 1/12th of 30% of 60% of AMI 60% of AMI 2-Bedroom 1/12th of 30% of 50% of AMI 50% of AMI 2-Bedroom 1/12th of 30% of 60% of AMI 60% of AMI 3-Bedroom 1/12th of 30% of 50% of AMI 50% of AMI 3-Bedroom 1/12th of 30% of 60% of AMI 60% of AMI “Eligible Tenants” are those tenants: (i) whose aggregate gross annual income does not exceed the respective percentages set forth in the Table of Rent and Income Restriction Criteria set forth in Section 1(a), above, as adjusted for family size; and (ii) who own no interests in real property other than a timeshare which may be used for a maximum of one month per year. For purposes of this Declaration, the current annual area median income shall be the area median income defined by HUD as the then current area median income for the San Diego-Carlsbad-San Marcos Metropolitan Statistical Area, established periodically by HUD and published in the Federal Register, as adjusted for family size. The rents and the occupancy restrictions shall be deemed adjusted, from time to time, in accordance with any adjustments that are authorized by HUD or any successor agency. In the event HUD ceases to publish an established area median income as aforesaid, Lender may, in its sole discretion, use any other reasonably comparable method of computing adjustments in area median income. Notwithstanding anything contained herein to the contrary, to the extent any other restrictions applicable to the Property limit the rent and/or occupancy of the Property, the most restrictive shall apply. EXHIBIT 1A CITY/HA SUPPLEMENTAL RENTAL APPLICATION Exhibit _-3 ADDITIONAL AFFORDABLE HOUSING PROGRAM REQUIREMENTS RENT SELECTION CRITERIA [Insert if Applicable] The Property Management Company will use the following criteria in order to determine priority for rental of an Affordable Unit. A point system has been established so that applicants with a higher number of points will receive preference for units. [Insert Point System if Applicable] EXHIBIT 1A CITY/HA SUPPLEMENTAL RENTAL APPLICATION Exhibit _-4 AFFORDABLE HOUSING RESTRICTIONS APPLICATION REVIEW PROCESS • Applicants will be contacted by the rental office staff via U.S. mail [or e-mail?] acknowledging receipt of complete application and supporting documentation. The property manager and the City will review all applications to determine eligibility. • Eligible applications will be forwarded to to be reviewed for eligibility. Please be advised that your financial information will be reviewed for two different purposes: ▪ To determine that your household annual income does NOT exceed the maximum allowed by the City of Chula Vista for the Affordable Housing. ALL income will be considered for all persons living in the home who are 18 years or older, even if the income is not taxable income. ▪ To determine if your income, employment history and credit rating are sufficient to qualify for a rental. Before you submit your complete application and supporting documentation please ask yourself the following questions. Do you: • Meet ALL the program requirements? • Have a good credit rating? • Have stable income? If you have answered yes to ALL the above questions……… Fill out the attached application and submit it plus ALL required documentation and MAIL to: ATTN: Insert Ownership Name, LP Insert Name Apartments EXHIBIT 1A SAMPLE SUPPLEMENTAL RENTAL APPLICATION Exhibit -5 AFFORDABLE HOUSING UNIT APPLICATION (1) APPLICANT #1 Name Social Security Number Age Address City State Zip Code Employer Name and Address Position/Title Home Phone Work Phone Marital Status: Single Divorced Married Gender: 2) APPLICANT #2 Name Social Security Number Age Address City State Zip Code Employer Name and Address Position/Title Home Phone Work Phone Marital Status: Single Gender: ◻ Divorced Married EXHIBIT 1A SAMPLE SUPPLEMENTAL RENTAL APPLICATION Exhibit -6 HOUSEHOLD INFORMATION: List ALL household members Including Applicant(s) that will reside in the Affordable Housing Unit. Attach proof of this information. Total # of persons in Household Total yearly Household Income $ Total Household Assets $ Name Age Relationship to Applicant Name Age Relationship to Applicant Name Age Relationship to Applicant Name Age Relationship to Applicant Name Age Relationship to Applicant Name Age Relationship to Applicant EXHIBIT 1A SAMPLE SUPPLEMENTAL RENTAL APPLICATION Exhibit -7 RENTER SELECTION CRITERIA INFORMATION: Selection of Tenants: Absent a Master List described above, selection of tenants shall be made randomly by lottery within the following levels of priority, subject in all circumstances to applicable limitations imposed by law, including, without limitation, the Fair Housing Act under Federal law: If you respond YES to any of the questions below, you MUST provide written evidence with your application satisfactory to the City of Chula Vista or you may not receive all eligible points. ◻ Yes No How long has this home been your primary residence? ◻ 2+ years 1 year Less than 1 year ◻ Yes No 1) Did you have to leave your most recent PRIMARY residence due to either: Being displaced from your primary residence as a result of an action of City or Agency, a condominium conversion involving the household’s residence, expiration of affordable housing covenants applicable to such residence, or closure of a mobile home or trailer park community in which the household’s residence was located, and the household resided in such housing as the household’s primary place of residence for at least two years prior to such action or event. 2) Does your Household meet one of the following criteria: (i) households which are displaced from their primary residence as a result of an action of City or Agency, a condominium conversion involving the household’s residence, expiration of affordable housing covenants applicable to such residence, or closure of a mobile home or trailer park community in which the household’s residence was located, and the household resided in such housing as the household’s primary place of residence for at least one year but less than two years prior to such action or event; (ii) households with at least one member who resides within the City, as that person’s primary place of residence; (iii) households with at least one member who works or has been hired to work within the City, as that person’s principal place of full -time employment; or (iv) households with at least one member who is expected to live within the City as a result of a bona fide offer of employment within the City. EXHIBIT 1A SAMPLE SUPPLEMENTAL RENTAL APPLICATION Exhibit -8 No discrimination herein may be used for the purpose or effect of delaying or otherwise denying admission to the Property or unit based on the race, color, ethnic origin, gender, religion, disability, or age of any member of the applicant. AFFORDABLE HOUSING APPLICATION CHECKLIST This checklist contains a list of documents that you are REQUIRED to submit, along with the completed Application as part of the application review process. Please review the list carefully and include COPIES of all documents that you are submitting. If there are any documents listed that you do not believe you are required to submit please indicate N/A and state the reason why the information is not attached. You must attach this signed checklist as part of your application packet. APPLICATIONS THAT ARE MISSING DOCUMENTATION WILL NOT BE CONSIDERED. ❑ Two months of most current and consecutive bank/investment/retirement statements for ALL accounts (all pages) ❑ Most recent paycheck stubs covering a 30-day period for each borrower ❑ Most recent one (1) year W-2s and/or 1099s for each borrower ❑ Most recent one (1) year Federal Tax Returns for each borrower (all schedules) ❑ Complete divorce decree(s) with all attachments, if applicable ❑ Complete bankruptcy papers with all schedules and discharge papers for bankruptcies within the last 7 years, if applicable ❑ Copy of Resident Alien Card, front and back, if applicable or other appropriate proof of legal U.S. residency If you are self-employed, also provide the following: ❑ Most recent three (3) years tax returns and copies of 1040s, W-2s, 1099s and/or K-1s for each borrower ❑ Limited or General Partnership returns (if ownership interest is 25% or greater)-copies of form 1065 ❑ Sub Chapter S Corporation returns (if ownership interest is 25% or greater)-copies of form 1120 S ❑ U.S. Corporation returns (if ownership interest is 25% or greater)- copies of form 1120 ❑ YTD Profit and Loss Statement (in some cases this may need to be audited) EXHIBIT 1A SAMPLE SUPPLEMENTAL RENTAL APPLICATION Exhibit -9 AFFORDABLE HOUSING UNIT AFFIDAVIT By signing below each applicant makes the following certifications: I understand and agree with the answers I have provided, and do furthermore certify the following: 1. That those people who I expect to share occupancy of the Residence with me are listed under the Household Information section of the Application. 2. That my spouse is an Applicant for the Program and must sign this Application. 3. That I will submit true and complete copies of all requested documentation. 4. That the Residence will be occupied and used as my principal place of residence. 5. That my income does not exceed the program income limits. AFFORDABLE HOUSING UNIT CERTIFICATION I acknowledge and understand that this Affidavit, as completed above, will be relied on for determining my eligibility for An Affordable Housing Unit. I acknowledge that a material misstatement negligently made by me in this Affidavit or in any other connection with my Application for an Affordable Housing Unit will constitute a violation punishable by a fine and possible criminal penalties imposed by law, and will result in the cancellation or revocation of the Loan. I acknowledge that any false statement or misrepresentation or the fraudulent use of any instrument, facility, article, or other valuable thing or service pursuant to my participation in the Program is punishable by fine. RENTER DATE RENTER DATE EXHIBIT 2A Semi-annual Report Owner’s Certification I am the owner or owner’s representative for an affordable housing development in the City of Chula Vista which is bound by a Housing Agreement with the City. I certify under penalty of perjury that the attached rent roll for affordable units at my project is true and correct to the best of my knowledge and complies with the terms and conditions stipulated in the Affordable Housing Agreement, or any agreements that implements the same, with the City of Chula Vista. Name: Title: Signature: Date: EXHIBIT 2B Semi-Annual Affordable Housing Monitoring Report Page 1 of 2 EXHIBIT 2B Semi-Annual Affordable Housing Monitoring Report Page 2 of 2 EXHIBIT 3 Homebuyer’s Qualifying Form Buyer’s Name: Current Address: Household Size: Household Income: Master Plan Community: Tract: Lot # Lot Address: # Bedrooms: Purchase Price3: Monthly PITI Payment: % of Income: Year of Purchase: Signature Authorizing Release to City: Sales Representative: Submitted to City on: Note: This information is for the City’s Reporting and Administrative Use Only. 3 The sales price of any unit being sold in partial satisfaction of Developer’s obligation to provide moderate income housing shall not exceed the affordable housing costs for owner occupied housing as defined within the Affordable Housing Program for the master plan community.