HomeMy WebLinkAboutAgenda Report - March 2, 1988 (42)C0-NCIL C 0 M M U N I C A T i: -O N
TO: THE CITY COUNCIL
FROM: THE CITY MANAGER'S OFFICE
COLJNC][, N El✓1)NG DATE:
MARCH 2, 1988
SUBJECT: RECEIVE FOR FILING HOUSING AUTHORITY OF THE COUNTY OF SAN JOAQUIN 1987 ANNUAL
REPORT
RECOMMENDED ACTION: That Council, by motion action, receive for filing the Housing
Authority of the County of San Joaquin 1987 Annual Report
Section 34328 of the State of California Health and Safety Code provides that at least once
a year an authority shall file with the Clerk of the respective city and with the
Department of Housing and Community Development a report of its activities for the
preceding year. The report shall contain information adequate to determine that the
requirements of Section 34312.3 have been met for any activity undertaken pursuant to that
section. (A copy of Section 34312.3 is attached)
It will be in
order for the
City Council, by motion action, to receive
the subject document
for f ling .
Alice M. Reimche
.City Clerk
AMR:jj ;.
.. `_COUNCOIS
J.
TXTA.02D
HEALTH AND SAFETY CODE
§. 31312.3
Section
34316.5. Investment of funds in securities or obligations authorized by resolution of issuance or
trust indenture.
34328.1. Annual report of activities to department: recommendations; reimbursement of processing
costs.
34333. Lease or rental agreement waivers void as against public policy.
34334. Respcnsibility of private landlord of leased housing no: to be implied.
§ 34310. Corporate and politic public body
Notes of Decisions not authorize low rent housing for that arc whcre the
t. la general measure was defeated by the county elector a as a whole.
. A favorable vote within a particular unincorporated area 66Ops.Atty.Gen. 205, 6-23-83. .
of a county on a countywide low rent housing measure does
s
§ 34312: Housing projects: leased housing: financing; counseling,
r, es: security; land for mobilehome parks
Within its area of operation, an authority may undertake any of the
(a) Prepare; carry out, acquire, lease, and operate housing projects
authorized by this chapter, and housing developments for persons
Part 3 (commencing with Section 50900) of Division 31.
advisory servic-
,for persons of low income, as
..... ......... et ao auuw.,��.. uJ
' (b) Provide for the construction, reconstruction, improveme , alteration, or repair of all or part of
'any housing project.
(e) Provide leased housing to persons of low income.
f; (d) Provide financing for the construction or re liilitation (including refinancing of existing
obligations on the property to be rehabilitated) o dwelling accommodations for persons of low
ri .income, and for other persons when acting pu ant to the authorization contained in Part 13
(commencing with Section 37910) of this divis' n or Part 3 (commenci-ig with Section 50900) of
Division 31, subject only to the limitations o income of borrowers or residents prescribed by the
statutory provisions under which the au ority is acting. With respect to financing activities
conducted pursuant to Part 3 (commenci with Section 50900) or Part 4 (commencing with Section
51600) of Division 31, the authority sha obtain certification as a qualified mortgage lender pursuant
to Section 50094.
�:. (e) Provide counseling, referral nd advisory. services to persons and families of low or moderate
income in connection with the urchase, rental, occupancy, maintenance, or repair of housing. l
(f) Provide the security w 'ch the authority deems necessary ' ' ' for the protection of a project 1
and its inhabitants.
;? (g) Assist housing p sects pursuant to Section 343123.
(h Acouire lan, ndertake construct improve, develop, maintain and operate land on which
mobilehomes or a obilehome park are, or may be, located, so long as not less than 20 mento the
mobilehomes ar desi ated for occupancy b or are occupied by, persons of tow income. For
-v-u�se..__s. o is subdivision, "mobilehome" has the meanings ecified in Section 18008 an
"mob ark" has the meaning specified in Section 18214.
(Amend by Stats. 1975, a 1135, p. 2808, § 3; Stats. 1975, c. 1137, p. 2813, § 4.5; Stats.1977, c. 342,'P.
1302, 1; Stats.1977, a 926, p. 28309 § 1; Stats.1978,c. 1280, p. 4180, § 3; Stats.1980, c. 723, p. 2158,
= 1 tats.1982, e. 1138, p. 4099, § 2; Stats.1985, c. 485, § 3, urgency, eff. Sept. 6, 1985.)
1975 Legislation. Efrect of amendment of section by two or moreacts at the
same session of the legislature, see Government Code
§ 9605.
343123. Powers relating to housing projects; requirements
(a) Subject to the requirements of this section and of Article 5 (commencing with Section 34350), an
authority may do any of the fbUcwirq.
(1) Issue revenue bonds for the purpose of financing the construction or development of multifami
ly rental housing and for the provision of capital improvements in connection w'th and determined
necessary to the multifamily rental housing.
f Asterisks • • • Indicate deletions by amendment
153
3.1312.3 HEALTH AND S A F E CODE
(2) Bake or undertake commitments to make construction loans and mortgage loans to finance the
development of multifamily rental housing.
(3) Purchase or undertake, directly or indirectly through lending institutions, commitments to
purchase. construction loans, and mortgage loans originated in accordance with a financing agree-
ment with the authority to finance the development of multifamily rental housing or make loans to
lending institutions under terms and conditions which, in addition to other provisions determined by
the authority, shall require the lending institutions to use the net proceeds of the loans for the
makinp. direcriy or indirectly, of construction loans or mortgage loans to finance the development of
multifami1v rental housing.
(b) An authority may develop, rehabilitate, or finance housing projects or participate in the
development, rehabilitation, or financing of housing; projects; or purchase. sell, lease, own, operate,
or manage housing projects so assisted, subject to all of the requirements of this section.
So long as the proceeds of any sale. lease, or other disposition of real property, net of the cost of
sale, are to be used directly to assist a housing project pursuant to this section for persons of low
income, and the funds in any trust fund established pursuant to subdivisicn (f) are used directly to
assist housing units for persons of very low income, an authority may, after a public hearing. sell,
lease, or otherwise dispose of the real property without complying with any provision of law
concerning disposition of s-.,Ius property, including, but not limited to, Sections 34315.5 and 34315.7.
An authority may convey surplus lands it acquires from another publie agency to a nonprofit or
private developer for development of singie-family homes where the development will provide for
homeownership for persons and families of low or moderate income, as defined in Section 50093.
This convc>yanee shall be after a public hearing. With the exception of subdivisions (b), (e), and (d) of
Section 34315.7, the conveyance need not comply with any law concerning the disposition of surplus
properties, including, but not limited to, Section 34315.5 or subdivision (a)of Section 34315.7. The
proceeds of any sale or other disposition of surplus land, net of the cost of sale, shall he used to
assist 3 housing project pursuant to this section for persons of iow income.
(c)(1)(A) Not less than 20 percent of all units in housing projects assisted by an authority pursuant
to this section shall be available for occupancy on a priority basis to persons of low income. In the
case of housing projects located within a targeted area, as defaced by Section 303(b)(12XA) of Title 26
of ti:e United States Code, not less than 15 percent of all units in such housing projects assisted
pursuant to this section shall be for occupancy on a priority basis by persons of low income.
(B) If the sponsor elects to establish 3 base rent for units reserved for lower income households,
the base rents shall be adjusted for household size, as determined pursuant to Section 8 of the United
States Housing Act of 1937 (42 U.S.C. See. 1437f),t or its successor, for a family of one person in the
case of a studio unit, two persons in the case of a one -bedroom unit, three persons in the case cf a
two-bedmom unit, four persons in the case of a three-bedroom unit, and five persons in the case of a
four-bedroom unit.
(2)(A) Not less than one-half of the units required to be available for occupancy pursuant to
paragraph (1) and financed with any bonds issued on or after January 1,1986, shall be occupied by,
or made available to, very low income households, as defined by Section 50105.
(B) The rental payments for those units paid by the persons occupying the units (excluding any
supplemental rental assistance from the state the federalovernment; oranv other public a encu to
.those persons or on behalf of those units) shall not exceedthe amount erne by multiplying 30
percent times 50 percent of the median a justed gross income for the area, adjusted for family size,
as determined pursuant to Section S of the United States Housing Act of 1937 (42 U.S.C. Sec. 1437A,
or its successor, for a family of one person in the case of a studio unit, two persons in the case of a
one -bedroom unit, three persons in the case of a two-bedroom unit, four persons in the case of a
three-bedroom unit, and five persons in the case of a four-bedroom unit.
(3) Any indebtedness incurred pursuant to a mortgage loan financed under the terms of this
chapter shall be subject to acceleration and the balance owing declared immediately aue and payable
upon any sale of an owner -occupied residence to a purchaser who does not meet the required
qualifications for borrowers as established by the authority.
(4) The authority shall require the owners of housing projects assisted pursuant to this section to
accept as tenants, on the same basis as all other prospective tenants, in the units reserved for very
low income households, any very low income households who are recipients of federal certificates for
rent subsidies pursuant to the existing program under Section 8 of the United States Housing Act of.
1937 (42 U.S.0 Sec. 1437f), or its successor. The authority mall not permit a selection criteria to be
Underline Indicates changes or additions by amendment
154
l
,
11EALTH AND SAFETY CODE
am
§ 34312.3
applied to Section 8 certificate holders that is any more burdensome than the criteria applied to all
other prospective tenants.
(5) NO resident in housing units assisted pursuant to this section shall be denied continued
occupancy or ownership because, after admission., the resident's family inccme increases to exceed
the eligibility level. However, the authority shall ensure that percentage requirements of this
section: hail continue to be met by providing the next available unit or units to persons of low income
or by taking other actions to satisfy the percentage requirements of this section.
(6) In determining whether the percentage requirements of subdivision (c) have been achieved, the
following terms and conditions shall be applied:
(A) The requirement that 20 percent or 15 percent, as the case may be, of the housing units
assisted by an authority pursuant to this section shall be available on 3 priority basis to. or occupied
by, househoids whose adjusted gross income does not exceed the applicable limits prescribed by
- subdivision (c) shall apply to the aggregate number of units assisted by an authority pursuant to this
section.
(B) This section applies only to housing units first assisted after January 1, 1983, and the
'percentage requirements of subdivision (c)shall be complied with by January I, 1986, and on January
I of each even -numbered year thereafter.
" (G) The percentage requirements of subdivision (c) shall be achieved within each of the following
categories: (1) rent3l housing developments; (2) homeownership developments; and (3)rehabilitation
financing. Housing units provided by rehabilitation financing shal! not be counted within either of
the first two categories.
(d) Units required to be reserved for occupancy by subdivision (c) and financed with the proceeds
:.of bonds issued on or after January I, 1986, shall remain occupied by, or made available to, those
persons until the bonds are retired.
(e) No housing authority may issue any bonds on or after January 1, 1956, until the information
required to be filed pursuant to Section SS55.5 of the Government Code has been filed with the
California Debt Advisory Cammission and the Treasurer certifies to the I egisature that the housing
authority has filed that information.
(f) Multifamily rental housingfinanced pursuant to this section shall not be subject to the
'requirements of Subparagraph B) of paragraph (1) and paragraph (2) of subdivision �c), and the
requirements of subdivision (d), if all of the following requirements are fulfilled:
z�
(1) The housing authority offers each tenant a homeownership opportunity when the bonds are
retired.
Yi
(2) A special trust fund or account which is funded with bond issuance proceeds or developer
contributions, or both, is established no later than the time that the multifamily rental housing is
first occupied. The initial funding of the account shall be no 1m than 5 percent of the face value of
the bonds issued for the multifamily rental housing project. Upon repayment of the bonds, these
funds, and all interest accruing thereon, less any amounts necessary to pay outstanding cairns, shall
be used to assist housing units for persons of very low income.
Y� (3) The requirements of subparaggraph (A) of paragraph (1) and subparagraph (A) of paragraph (2)
of subdivision (c) shall remain in effect for the periods required by Section 103(b)(12)(B) of Title 26 of
F the United States Code.
t>i (aT Tt k t1P im "t of tha T P.ielahirP —A the T that hone;". a»thnrities — tha
Housing Authority
of the County of San Joaquin
February 19, 1988
City Clerk
City of Lodi
City Hall
Lodi, California 95240
I,—
Post Office Box 447 • Stockton, California 95201
Dear Sir:
in compliance with the Health and Safety Code Section 34328 requiring
this Housing Authority to file with the Clerk, at least once a year, a
report of its activities, you will find enclosed a copy of our 1987 Annual
Report .
In order that we may document our files, kindly acknowledge receipt
of this report by signing the enclosed duplicate letter and returning
a
Hou'sing Authority
o fS
C. unty
an oaquin.110f,th �--.-
nw,
Housing Authority
of the County of San Joaquin
February 19. 1988
Post Office Box 447 • Stockton, California 95201
The Board of Supervisors
of the County of San Joaquin
The City Council
of the Cines of Stockton, Tracy,
Lodi, Manteca, Escalon, and Ripon
Gentlemen
It is a'. pleasure -to submit this Annual Report describing the Housing
'Authority ' of ::the County of San Joaquin's activities and accomplishments
for -1 987, our "46th .year:. of . service.,
Tlie h' h'- :quality of ;our serviice is made possible only through` the
dedication 6f._our..,:. 82 staff members. The Commission.,'ahe
community=at-large, and our clients appreciate the comm knammt to
excellence than. our :employees: have demonstrated.
5 The Housing Authority of.:the Cot. my of San Joaquin is determined - to .
play a significant -role in the provision of affordable housing for the
low-income people in our community, despite the uncertainty of current
legislatibri Elected; officials, such as yourselves, also play a key role m
influencing _ future" Iegislation.'We encourage you to petition and/ter
communicate -ntir communities' hgMsjxlg n-egds to oily f-ed-gxal J gs sr5 g
Vii LV Mf Mtl L.J
M
.z
X11
I
III
1987 ROSTER
BOAXD OF COMMISSIONERS
NAME TITLE RESIDENCE
Rosetta Rogers Chairwoman Stockton
George L. Dutra Vice Chairman Mancecs
Bruce R. Lattimer Vice Chairman Stockton
Cordell Bunton Commissioner. Stockton _.
Jose C. De Santiago Commissioner Stockton
Lillian. Frierson Commissioner_ `Stockton
Thomas L. McGrananan Commissioner` Thornton
+'StC..fi°*6A+'4.•ixrt''�''"*' .�''�e ,
ADMINISTRATION
David R _WardExecutive Director
Richard R. Moore Deputy. Director%Finance,.
RobertaJ.'`Hart. Deputy Director/Operations
Robert A:.,Reed Deputy IIre'ctor/Operations
y''.. .. .... ....
LEGAI: COUNSEL -
Warren `Ii6sieit
Wilson; Hoslett,.& Whitridge
j
Commissioners are appointed by the
Board,of;Supervisorsof, theCounty: of, San Joaquin
�'• ,d�'ryyt. � ^_' .._ S. � - y�? ...,...i+v+w.w�.u:-..a,.=.:«,ie,w—......-.-..rv.+••.u.,......•.... wna.!u«n.r+si>vjeuSCp`�, �x_.
GOALS ACCOMPLISHMENTS
44
o Complete modernization of A Contract for $1,247,450 completed
Tracy Homes. November 16, 1987.
• Construct Harney Lane Migrant
A
Contract for $4,231,108 completed
Family Farm Labor Center.
March .17, 1987.
Occupied May 1, 1987.
a
•` Dedicate Harney Lane Migrant
Family Farm. Labor Center.
a
Juni 26, 1987
Modernize and repair flood damage
n
Work on $644,440 contract began
at Mokelumne Manor.:
October 9, 1987
• Upgrade computer system to
double capacity, and iincrease speed
-
o
September, 1.987
• . bemoiish 'Mathews Road Migrant
;Center..No. 1
A
C ed ber , 1987k
Completed Septem 25
• '' Landscape Harney Lanelviigrant
o
Contract for $74, 420av�arded}`
Family Farm .Labor Center: '
October 16,, 1'987.' i
t.
1988 GOALS
E Housing Authority
of the County of San Joaquin
HOUSING DEVELOPMENTS AND
PROGRAMS
HOUSING DEVELOPMENTS
DWELLING: UNITS
Conventional Low -Rent Housing (Owned)
1-075
Sierra Vista
394
94Conway
ConwayHomes. Stockton
43.6.
Tracy Homes, Tracy..
60".
Diablo Homes,.Tracy.
60
Burton Homes ac y','
4 0
Krafft HomesTr, .. a -^y
35,
-e- a o
Moke-LumnM'n
' r Thornton
Sartini Manor. Farm Thornton. (Owndd)
;Labor-
Migrant Farm -Lab o Thornton (owned)
28-8.
- - - - - - - - - - - -
Filipino -Plaza, Stockton (Managed)
- - - - - - -
283
PROGRAMS- ADMINISTERED.-.
.
. . . . . . . . . . . . . . . . . . .
Section Rental --: Assistance - ' P -'4 0 1..
(See Summary, -o" n,
t nexpage)
:p
.
7�4
- TOTAL
3,923
Z�
SECTION 8 RENTAL ASSISTANCE PROGRAM
Summary of Units Under Contract
Location
Units
Unincorporated areas
Stockton
1,960
138
Lodi
183
3
Tracy
28
Manteca
39
Escaion
15
Q
Ripon.
6
SUBTOTAL "'
2,231
145
Unincorporated.Areas/San
Joaquin County
French Camp
4 <-
Lathrop
3
,' Ldckef6rd
":
I
�
` .Thornton
4 -
Woodbridge„
11
Acampo .
,
2 -
SUBTOTAL `'
- 21231
25
'
TOTAk CONTRACTS* 23l
170'
_
Totals 2nclude-units;under. the Aftercare Program .Fi
.MtTar
V
3"�
Housing Authority
of the County of San Joaquin
HUD -Aided Programs
STATEMENT OF OPERATING RECEIPTS AND EXPENDITURES
September 30, 1987
HOUSING ASSISTANCE
CONVENTIONAL
PAYMENTS PROGRAM
HOUSING PROGRAH
SECTION 8
OPERATING RECEIPTS
Rencal Income
$2,215,717
Interest on Invesrmenss
57,544
$ ?54
Otner inccme
1i , 3 11
Annual"Contributicns
2,325:,723
5,105,368. >
Operatin'g.Subsidy -`
873>$00
TOTAL OPERATING -.
RECEIPTS
$5,4.84,095
$5,.,106,122
OPERATING EXPENDITURES_
Administration$
5.74.,850
525,305
Utilities
i715,734,
Routine Maintenance
-1,088,631;
Gzner:al Expense'
656,529:
195,0;47
n ance.Payments
H ousi" g Assist
4
' 4;30,'1 28
Nonrautine.Maiatena"nce
:: 4 515
Nonexpendable Equipment''
7=x PHI:
11 ,323
Debt Service"
2,325,723;,
Prior Year Adjustment
(; 51,704)
E 5,197)
TOTAL OPERATING.
EXPENDITURES
$5,388;959
$5,030'bQ6
PROVISION-' FOV RESER .,
�., tnctzrz�r�
tic
4c'c-1JC,
.—N,
Housing Authority
of the County d San Joaquin
HUD—Aided Programs
BALANCE SHEET
September 30, 1987
HOUSING ASSISTANCE
CONVENTIONAL
PAYM[NTS PROGRAM
ASSETS
HOUSING PROGRAM
SECTION 8
Cash
$ 265,874
$ 102,432
Accounts Receivable
163,237
51,402
Investments
1,310,502
Debt Amortizaticn Funds:.
2,733,075
Deferrers Charges
91,164
43,669
Land 'Strue ture�.and
- -
Equipment"
30,786,416
8.9,175
- Modernization and
:Development
1,515,727
TOTAL ASSETS -
$36,865,995
$286",679 -
LIABILITIES AND SURPLUS,
Accounts Payable
$.,`...3 ?7,268.
$115,8,47
`Accrued Liab'il_ ties;,
447 X793
5,140'
Deferred-£redits.
2031,1
:Notes Payable
_
14,254,578
Bcnd ;Payable
4:i 23 o66--
TflTAL`LIABILITIES
$19,283,950
$121,987
Surplus .and Reserves
17,582',045
164692'
TOTAL LIABILITIES
ANDSURPLUS
$36,865,995
:$285,679
Z
rn
Housing Authority
of the County of San Joaquin
State of California Housing ana
Community Development Programs
STATEMENT OF OPERATING RECEIPTS AND EXPENDITURES
June 30, 1987
-:
HOUSING. ASSISTANCE:
MIGRANT.; FAMILY
PAYMENTS PROGRAM.:
FARM LABOR HOUSING AFTERCARE
OPERATINt. `RECEIPTS'
:
Rental Income $. 157;2Q1,
Other Income 15,569
HCD'Contributions 0,516,854
T9,29Q
..OPERATING
_TOTAL
: RECEIPTS $5,690,624:
57.9.,290
1 i3
OPERATING EXPENDITURES
A Y
'Administration 248,506
�`a{ $ 8,bQ5
Unities 153,150
Y
:Routine Maintenance 48;8b4
s
:.
general 58, 92 1
482
3 s 3
.Expense;.
r
Nonexpeadable Equipment
S
Construction
_.
and Rehabilitation 181 183
=
,• i,
x ..-- ..
Housing Fa mems.. `
Y..
6, iT8~a _ "x
:4ssistanee.
TOTAL :OPERATING `F
EXPENDITURES $5s69Q 6
6,2
;
Y
PROVISION FOR RESERVE
..Q
iDEFICIT) _
625,.-,YLs
i. r t
5 5 � ✓-T
It
1
-g
Housing Authority
of the Cotinty of San Joaquin
State of Califcrnia Housing and
Community Development Programs
BALANCE SHEET
June 30, 1987
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HOUSING ASSISTANCE
MIGRANT FAMILY
PAYMENTS PROGRAM
FARM LABOR HOUSING
AFTERCARE
ASSETS
Cash.
$
157 �5.a7
$20,33'
Accounts Receivable
58,705
1 ,572 .
Investments
191990
Deferred Charges
13,430
5,477
Land, Structures
& Equipment
10,732,509
TOTAL ASSETS
$10,982,301
$28,480
LIABILITIES
Accounts Payable.
$
139,098
$1`5,789
:..; Accrued. Liapil.ities-.:
.1;10,-694.
10►249
TOTAL..' -LIABILITIES':..::.,.,.-$
2.49,792..
$26.438 = -
Sur plIus and Reserves
$10,.732L509
'2,442
TOTAL- LIABILITIES.:;
AN4 ,SURPLUS
$10,982,301
$28 , 484
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