HomeMy WebLinkAboutResolution 2021-160 N.C.S. 9/20/2021 Resolution No. 2021-160 N.C.S. Page 1
Resolution No. 2021-160 N.C.S.
of the City of Petaluma, California
RESOLUTION AUTHORIZING THE APPLICATION AND ADOPTING THE PLANNED
LOCAL HOUSING ALLOCATION PLAN FOR THE PERMANENT LOCAL HOUSING
ALLOCATION PROGRAM AND AUTHORIZING THE CITY MANGER TO EXECUTE
ANY CONTRACTS FOR PROGRAM
WHEREAS, the Department of Housing and Community Development (“Department”) is authorized to
provide up to $304 million under the SB2 Permanent Local Housing Allocation Program Formula Component
from the Building Homes and Jobs Trust Fund for assistance to Cities and Counties as described in Health and
Safety Code section 50470 et seq.; and
WHEREAS, the State of California (the “State”), Department issued a Notice of Funding Availability
(“NOFA”) dated 5/3/2021 under the Permanent Local Housing Allocation (PLHA)Program; and
WHEREAS, the City of Petaluma is an eligible Local government who has applied for program funds to
administer one or more eligible activities, or a Local or Regional Housing Trust Fund to whom an eligible Local
government delegated its PLHA formula allocation; and
WHEREAS, the Department may approve funding allocations for PLHA Program, subject to the terms and
conditions of the Guidelines, NOFA, Program requirements, the Standard Agreement, and other contracts
between the Department and PLHA grant recipients; and
WHEREAS, in accordance with Section 302(c) of the Department’s Local Guide, the City’s PLHA Plan
(“Plan”), attached hereto as Exhibit A, details the manner in which funds will be used for eligible activities,
describes how the Plan is consistent with the programs set forth in the City’s Housing Element, and describes
how the City will prioritize investments that increase the supply of affordable housing; and
WHEREAS, this item was agenized in compliance with state and local laws; and
WHEREAS, the proposed action is exempt from the requirements of the California Environmental Quality
Act (“CEQA”) in accordance with CEQA Guidelines Section 15378, as the action does not meet CEQA's
definition of a “project,” because applying for a grant is not a project as it does not commit the City to a definite
course of action (See City of Irvine v. County of Orange (2013) 221 Cal 4th 846, 865) and because this action
constitutes organizational or administrative activities of governments that will not result in direct or indirect
physical changes in the environment; further any use of the grant funds if received will have its own analysis for
compliance with CEQA.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Petaluma hereby:
1. Declares the above recitals to be true and correct and are incorporated herein by reference.
2. Finds that the proposed action is exempt from the requirements of the California Environmental Quality Act
(CEQA) in accordance with CEQA Guidelines Section 15378, as the action does not meet CEQA's definition
of a “project,” because applying for a grant is not a project as it does not commit the City to a definite course of
action (See City of Irvine v. County of Orange (2013) 221 Cal 4th 846, 865) and because this action constitutes
organizational or administrative activities of governments that will not result in direct or indirect physical
changes in the environment; further any use of the grant funds if received will have its own analysis for
compliance with CEQA.
DocuSign Envelope ID: CF1AE755-96B4-4B47-957E-2F7EC4D3CC29
Resolution No. 2021-160 N.C.S. Page 2
3. Authorizes the City Manager or other authorized representative to execute the PLHA Program Application, the
PLHA Standard Agreement and any subsequent amendments or modifications thereto, as well as any other
documents which are related to the Program or the PLHA grant awarded to Applicant, as the Department may
deem appropriate. The amount shall not to exceed the five-year estimate of the PLHA formula allocations, as
stated in Appendix C of the current NOFA of $1,106,142,000 in accordance with all applicable rules and laws.
4. If City receives a grant of PLHA funds from the Department pursuant to the above referenced PLHA NOFA, it
represents and certifies that it will use all such funds in a manner consistent and in compliance with all applicable
state and federal statutes, rules, regulations, and laws, including without limitation all rules and laws regarding
the PLHA Program, as well as any and all contracts City may have with the Department.
5. Finds that this item was noticed in compliance with state and local laws and that the public had an adequate
opportunity to review and comment on its content.
6. Certifies that the Plan, attached hereto as Exhibit A, is: in accordance with Section 302(c)(4) of the PLHA Final
Guidelines (“Guidelines”), and for a term of five years (2019-2023) and agrees to inform the Department if
changes are made to the Plan in each succeeding year of the term of the Plan in accordance with Section
302(c)(5) of the Guidelines.
7. Authorizes and approves the Plan.
8. Certifies that City will ensure compliance with Section 302(c)(6) of the Guidelines if funds are used for the
acquisition, construction, or rehabilitation of for-sale housing projects or units within for-sale housing projects.
9. Certifies, if applicable, that that the City will ensure that the PLHA assistance is in the form of a low-interest,
deferred loan to the sponsor of the project if funds are used for the development of an Affordable Rental Housing
Development. The loan shall be evidenced through a promissory note secured by a deed of trust and a regulatory
agreement shall restrict occupancy and rents in accordance with the City’s approved underwriting of the project
for a term of at least 55 years in accordance with Section 302(c)(7) of the Guidelines.
10. Certifies that if the City proposes allocation of funds for any eligible activity to another entity, the Local
government’s selection process shall avoid conflicts of interest and shall be accessible to the public in
accordance with Section 302(c)(3) of the Guidelines.
Under the power and authority conferred upon this Council by the Charter of said City.
REFERENCE: I hereby certify the foregoing Resolution was introduced and adopted by the
Council of the City of Petaluma at a Regular meeting on the 20th day of
September 2021, by the following vote:
Approved as to
form:
__________________________
City Attorney
AYES: Mayor Barrett; Vice Mayor Barnacle, Fischer; Healy; King; McDonnell, Pocekay
NOES: None
ABSENT: None
ABSTAIN: None
ATTEST: ______________________________________________
City Clerk
______________________________________________
Mayor
DocuSign Envelope ID: CF1AE755-96B4-4B47-957E-2F7EC4D3CC29
Final Filing Date: Decebmer 31, 2021
at 11:59 P.M. PST
Permanent Local Housing Allocation (PLHA)
Formula Allocation
2021 Application for New Applicants
State of California
Governor, Gavin Newsom
Lourdes Castro Ramírez, Secretary
Business, Consumer Services and Housing Agency
Gustavo Velasquez, Director
Department of Housing and Community Development
Program Design and Implementation, PLHA Program
2020 West El Camino Avenue, Suite 150, Sacramento, CA 95833
PLHA Program Email: PLHA@hcd.ca.gov
EXHIBIT A
7
DocuSign Envelope ID: CF1AE755-96B4-4B47-957E-2F7EC4D3CC29
PLHA Page 2
Instructions & Checklist
Legally binding agreement between Delegating and Administering Local Governments (sample provided—just click on icon
in row 17, column AI)
Program Income Reuse Plan describing how repaid loans or accrued interest will be used for eligible activities in Section
301.
Included
Checklist
Included
Threshold
Requirement
X
Disclosure of Application (California Public Records Act Statutes of 1968 Chapter 1473): Information provided in the application will become a public record available for review by the public,
pursuant to the California Public Records Act Statutes of 1968 Chapter 1473. As such, any materials provided will be disclosable to any person making a request under this Act. The Department
cautions Applicants to use discretion in providing information not specifically requested, including but not limited to, bank accounts, personal phone numbers and home addresses. By providing this
information to the Department, the Applicant is waiving any claim of confidentiality and consents to the disclosure of submitted material upon request.
Included?
Included
N/A
X Reuse Plan
X Applicant Delegation
Agreement
Taxpayer Identification Number Document
X Executed Application Provide a copy of the signed application. Signature in blue ink preferred.Included
Instructions
This application form is limited to Applicants who did not apply to the
2020 Formula Allocation NOFA
Rev. 5/14/21
When opening this file, a yellow banner at the top may appear with a button that says "Enable Content". It is essential that you click this box so that the macros are enabled.
Enabling macros is necessary for full worksheet functionality. Macros do not work with Microsoft's Excel version for Apple Mac.
Applications must be submitted electronically to the Department’s website. Requirements for uploading the Application Workbook and required supporting documentation, including naming
conventions, are described in the application instructions available at https://www.hcd.ca.gov/grants-funding/active-funding/plha.shtml. All applicable information must be received by HCD no later than
11:59 p.m. on:
Friday, December 31, 2021
Applications must be on the Department’s forms and cannot be altered or modified by the Applicant. Excel forms must be in Excel format and 'save as' .xls or .xlsx. Do not 'save as' .xlsm or .pdf
format. If you encounter problems with the application, please fill out the Application Support worksheet and email the entire workbook to Application Support at AppSupport@hcd.ca.gov and
PLHA@hcd.ca.gov
General Instructions Additional instructions and guidance are given throughout the Formula Allocation Application in "red" text and in cell comments.
Guideline references are made with "§" and the corresponding guideline section number.
"Yellow" cells are for Applicant input. Failure to provide the required attachments and documentation will disqualify your application from consideration.
Required attachments are indicated in "orange" throughout the Supplemental Application. Failure to provide the required attachments and documentation may disqualify your application from
consideration. Electronically attached files must use the naming convention in the PLHA Application. For Example: "App1 Payee Data" for Applicant 1 Payee Data Record/STD. 204.
Threshold items are indicated in "blue" cells.
Applicant must complete the following worksheets in the PLHA Formula Allocation Application.
Formula Allocation Application
"Red" shaded cells indicate the Sponsor has failed to meet a requirement of the program.
Application and Adopting the
PLHA Plan (2019-2023
Allocations) Reso
Electronic File Name
App1 TIN
Pursuant to section 302(c)(4) of the Guidelines, Applicant’s PLHA Plan for 2019-2023 allocations is attached to this
resolution, and Applicant certifies compliance with all public notice, comment, and hearing requirements in accordance with
the Guidelines.
Document Description
302(c)(4) Plan
Legislative Contacts
8
DocuSign Envelope ID: CF1AE755-96B4-4B47-957E-2F7EC4D3CC29
PLHA Page 3 Formula Allocation Application
Eligible Applicant Type: Entitlement
Local Government Recipient of PLHA Formula Allocation: Petaluma
2019 PLHA Formula Allocation Amount:
Zip Code:
Contact Name:
City:
Phone:
Address:
Address:
11 English Street
Contact Email:Kshimizu@cityofpetaluma.org
City:
94952 SonomaState:
Petaluma
Auth Rep. Email:
Title:Housing Manager
§301(a)(10) Fiscal incentives made by a county to a city within the county to incentivize approval of one or more affordable housing Projects, or matching funds invested by a
county in an affordable housing development Project in a city within the county, provided that the city has made an equal or greater investment in the Project. The county fiscal
incentives shall be in the form of a grant or low-interest loan to an affordable housing Project. Matching funds investments by both the county and the city also shall be a grant or low-
interest deferred loan to the affordable housing Project.
§301(a)(9) Homeownership opportunities, including, but not limited to, down payment assistance.
§301(a)(8) Efforts to acquire and rehabilitate foreclosed or vacant homes and apartments.
N/A
File Name:
Pursuant to section 302(c)(4) of the Guidelines, Applicant’s PLHA Plan for 2019-2023 allocations
is attached to this resolution, and Applicant certifies compliance with all public notice, comment,
and hearing requirements in accordance with the Guidelines.
No
$184,357 2020 Allowable Local Admin (5%):$9,218
Eligible Applicants §300
§300(a) and (b) Eligible Applicants for the Entitlement and Non-Entitlement formula component described in Section §100(b)(1) and (2) are limited to the metropolitan cities and urban counties
allocated a grant for the federal fiscal year 2017 pursuant to the federal CDBG formula specified in 42 USC, Section §5306 and Non-entitlement local governments.
Applicant: City of Petaluma
County:
94952
Auth Rep Name:
City:Petaluma CA Zip:
Zip Code:
Contact Phone:
Petaluma
Applicant Delegation Agreement Legally binding agreement between Delegating and Administering Local Governments (sample
provided—just click on icon in row 17, column AI)
App1 TIN
Application and Adopting the PLHA
Plan (2019-2023 Allocations) Reso
Included?§301(a) Eligible activities are limited to the following:
File Name:
Uploaded to HCD?N/A
Uploaded to HCD?Yes
State:
§300(d) Is Applicant delegated by another Local government to administer on its behalf its formula allocation of program funds?
CA
File Name:
Taxpayer Identification Number Document
§302(c)(4) Applicant certified in the Resolution submitted with this application that the application include a Plan in accordance with §302(c)(4)? Yes
§302(c)(5) Applicant certified in the Resolution submitted with this application that the Plan submitted is for a term of five years (2019-2023). Local Governments agree to inform the
Department of changes made to the Plan in each succeeding year of the term of the Plan.Yes
§302(c)(6) Applicant certified in the Resolution submitted with this application that it will ensure compliance with §302(c)(6) if funds are used for the acquisition, construction, or
rehabilitation of for-sale housing projects or units within for-sale housing projects.
Yes
Yes
Administration
§302(c)(4)(D) Applicant certified in the Resolution submitted with this application that the Plan was authorized and adopted by resolution by the Local Government and that the public had
an adequate opportunity to review and comment on its content.
§302(c)(7) Applicant certified in the Resolution submitted with this application that it will ensure that the PLHA assistance is in the form of a low-interest, deferred loan to the Sponsor of
the Project, if funds are used for the development of an Affordable Rental Housing Development. The loan shall be evidenced through a Promissory Note secured by a Deed of Trust and
a Regulatory Agreement shall restrict occupancy and rents in accordance with the Local government-approved underwriting of the Project for a term of at least 55 years.Yes
File Name:Reuse Plan Program Income Reuse Plan describing how repaid loans or accrued interest will be used for
eligible activities in Section 301.
Narrative uploaded
to HCD?Yes
§302(c)(8) Has Applicant attached a program income reuse plan describing how repaid loans or accrued interest will be reused for eligible activities specified in Section 301?
Yes
Yes
Yes
§302(c)(3) Applicant certified in the Resolution submitted with this application that, if the Local Government proposes allocation of funds for any activity to another entity, the Local
government’s selection process had no conflicts of interest and was accessible to the public.
§302(c)(2) Applicant certified in the Resolution submitted with this application that submission of the application was authorized by the governing board of the Applicant.
Eligible Activities, §301
Title:
94952
Yes
§302(a) The Applicant's Housing Element and Delegating Local Government's Housing Element (if applicable) was/were adopted by the Local Government’s governing body by the
application submittal date subsequently determined to be in substantial compliance with state Housing Element Law pursuant to Government Code Section 65585.
Yes
§301(a)(3) Matching portions of funds placed into Local or Regional Housing Trust Funds.
State:CA
Address:
Karen Shimizu
11 English Street
Yes
Threshold Requirements, §302
§300(d) If Applicant answered "Yes" above, has the Applicant attached the legally binding agreement required by §300 (c) and (d)?
A sample agreement can be
found by double clicking on
the icon to the right
Local Government Formula Allocation for New Applicants Rev. 5/14/21
11 English Street
§301(a)(2) The predevelopment, development, acquisition, rehabilitation, and preservation of affordable rental and ownership housing, including Accessory Dwelling Units (ADUs),
that meets the needs of a growing workforce earning up to 120 percent of AMI, or 150 percent of AMI in high-cost areas. ADUs shall be available for occupancy for a term of no
less than 30 days.
§301(a)(1) The predevelopment, development, acquisition, rehabilitation, and preservation of multifamily, residential live-work, rental housing that is affordable to Extremely low-
,Very low-, Low-, or Moderate-income households, including necessary operating subsidies.
§301(a)(7) Accessibility modifications in Lower-income Owner-occupied housing.
§301(a)(6) Assisting persons who are experiencing or At-risk of homelessness, including, but not limited to, providing rapid re-housing, rental assistance, supportive/case
management services that allow people to obtain and retain housing, operating and capital costs for navigation centers and emergency shelters, and the new construction,
rehabilitation, and preservation of permanent and transitional housing.
§301(a)(5) Capitalized Reserves for services connected to the preservation and creation of new permanent supportive housing.
§301(a)(4) Matching portions of funds available through the Low- and Moderate-Income Housing Asset Fund pursuant to subdivision (d) of HSC Section 34176.
Instructions: If the Local Government Recipient of the PLHA Formula Allocation delegated its PLHA formula allocation to a Local Housing Trust Fund or to another Local Government, the Applicant
(for which information is required below) is the Local Housing Trust Fund or administering Local Government. The PLHA award will be made to the Applicant (upon meeting threshold requirements)
and the Applicant is responsible for meeting all program requirements throughout the term of the Standard Agreement.
The 302(c)(4) Plan template worksheet requires first choosing one or more of the Eligible Activities listed below. If "Yes" is clicked, the 302(c)(4) Plan worksheet opens a series of questions about
what precise activities are planned. Some specific activities, such as providing downpayment assistance to lower-income households for acquisition of an affordable home, could be included under
either Activity 2 or 9. Please only choose one of those Activities; don't list the downpayment assistance under both Activities.
If the PLHA funds are used for the same Activity but for different Area Median Income (AMI) level, select the same Activity twice (or more times) and the different AMI level the Activity will serve.
Please enter the percentage of funds allocated to the Activity in only the first Activity listing to avoid double counting the funding allocation.
For each year (2019-2023), allocations must equal to 100% annually including the allowable administrative costs of up to five percent.
2020 PLHA Formula Allocation Amount:$286,548 2021 Allowable Local Admin (5%):$14,327
Uploaded to HCD?
SAMPLE -Legally
Binding Agreement
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
9
DocuSign Envelope ID: CF1AE755-96B4-4B47-957E-2F7EC4D3CC29
PLHA Page 4 Formula Allocation Application
Signature Date
Certifications
Applicant agrees to adhere to §503, Reporting.Yes
Applicant agrees to adhere to §502, Cancellation/Termination.
Authorized Representative Printed Name
City Manager
Title
Yes
On behalf of the entity identified below, I certify that: The information, statements and attachments included in this application are, to the best of my knowledge and belief, true and correct and I
possess the legal authority to submit this application on behalf of the entity identified in the signature block.
YesApplicant agrees to adhere to §501, Audits/Monitoring of PLHA Files.
YesApplicant agrees to adhere to §500, Accounting Records.
10
DocuSign Envelope ID: CF1AE755-96B4-4B47-957E-2F7EC4D3CC29
PLHA Page 5 302(c)(4) Plan
§301(a)(5) Capitalized Reserves for Services connected to the preservation and creation of new permanent supportive housing.
§301(a)(4) Matching portions of funds available through the Low- and Moderate-Income Housing Asset Fund pursuant to subdivision (d) of HSC Section 34176.
§301(a)(3) Matching portions of funds placed into Local or Regional Housing Trust Funds.
§302(c)(4)(E)(ii) Unmet share of
the RHNA at the AMI Level
Note: complete for year 2019 &
2020 only
The City of Petaluma will solicit projects through an annual competitive NOFA process during the City's annual budget process in March 2022. The NOFA process will create a consistent standard for all projects awarded
funding. The areas of focus are Application Completeness, Project Design and Capacity, Urgency and Persistence of Need, Project Implementation Readiness, Past Performance, Financial Management, General
Regulatory Compliance, Budget, Fund Development, and Leveraging. These areas will allow staff and oversight authorities the ability to assess each application to the funding requirements for any project. All Applications for
funding will be reviewed by staff. The scoring will be designed to be reviewed with a heavier weight being applied to those projects that can demonstrate an ability to perform and complete projects and assist households
within 24 months of funding commitments. Selected projects will demonstrate that they have the capacity to secure other sources of funding. Reviewed projects are presented to the City’s ? Committee and then presented to
City Council for approval. All projects will be secured by the loan agreement, promissory note, Deed of Trust and Regulatory Agreement. Finally, it should be noted that the PHLA funding will be allocated to projects based on
§301(a)(2) The predevelopment, development, acquisition, rehabilitation, and preservation of Affordable rental and ownership housing, including Accessory Dwelling Units (ADUs), that meets the needs of a growing
workforce earning up to 120 percent of AMI, or 150 percent of AMI in high-cost areas. ADUs shall be available for occupancy for a term of no less than 30 days.
55 Years 55 Years 55 Years 55 Years 55 Years 55 Years
§302(c)(4)(E)(iv) Period of
Affordability for the Proposed
Affordable Rental Housing Activity
(55 years required for rental
housing projects)
55 Years 55 Years 55 Years 55 Years 55 Years 55 Years 55 Years 55 Years
§302(c)(4)(E)(ii) Projected
Number of Households Served 31 84
85%59%
TOTAL
1.44
115
§302(c)(4)(E)(iii) A description of major steps/actions and a proposed schedule for the implementation and completion of the Activity.
§302(c)(4)(E)(i) Percentage of
Funds Allocated for the Proposed
Affordable Rental Housing Activity
100.0%100.0%100.0%100.0%100.0%
§302(c)(4)(E)(ii) Area Median
Income Level Served 60%60%60%60%60%
§302(c)(4)(C) Provide a description of how the Plan is consistent with the programs set forth in the Local Government’s Housing Element.
The City of Petaluma's plan for the utilization of PLHA funding is consistent with the overall goals and objectives of the City's housing element in which the City aims to address and meet the housing needs of all residents
within the community. In regards to specific programs outlined in the housing element for which the plan for PLHA funding set forth in this application aligns, the Housing Element identified a goal/program to promote the
development of housing affordable to extremely low-, very low-, low- and moderate-income households. The City is seeking PLHA funding solely for the use of predevelopment, development, acquisition, rehabilitation and
preservation of mult-family rental housing, the intentions of use of the PLHA funds as financial support for the development of more affordable housing directly aligns with the Housing Element.
§301(a)(1) The predevelopment, development, acquisition, rehabilitation, and preservation of multifamily, residential live-work, rental housing that is affordable to extremely low-,very low-, low-, or moderate-income
households, including necessary Operating subsidies.
§302(c)(4)(E)(i) Provide a detailed and complete description of how allocated funds will be used for each proposed Affordable Rental Housing Activity.
§302(c)(4) Plan Rev. 5/14/21
§302(c)(4)(A) Describe the manner in which allocated funds will be used for eligible activities.
The City of Petaluma has been slated to receive $1,106,142 for the next five (5) years in Permanent Local Housing Allocation (PHLA) program funding. The City intends to utilize program funding under the direction of eligible
activity 301(a)(1) the predevelopment, development, acquisition, rehabilitation, and preservation of multi-family, residential live-work, rental housing that is affordable to extremely low-, very low-, low- or moderate income
households, including necessary subsidies. The City of Petaluma proposes to place the PLHA funds in the City’s Affordable Housing Fund for the purpose of developing affordable housing in the City of Petaluma. Affordable
housing development projects require multiple sources of funding to compile enough funding to be developed. PLHA grant funds will be leveraged with several other funding sources including Federal and State Low Income
Housing Tax Credit (LIHTC) financing and the City's new Local Housing Trust Fund.
§302(c)(4)(B) Provide a description of the way the Local government will prioritize investments that increase the supply of housing for households with incomes at or below 60 percent of Area Median Income (AMI).
The City of Petaluma will partner with local affordable housing developers by competitively awarding PLHA funds through the issuance of a Notice of Funding Availability (NOFA) through its annual budget process. Through
the NOFA process, the City will prioritize projects that increase the supply of housing for households with incomes from 60% to 120% of the AMI. The NOFA will be competitive and scoring of applications for these projects
will greatly preference projects with units that are deed-restricted affordable for households with incomes below 60% AMI. Over the last 3 years, the City has provided $5.5 Million in funding to 3 projects providing 227 units
affordable to households earning 60% AMI or less.
Activities Detail (Activities Detail (Must Make a Selection on Formula Allocation Application worksheet under Eligible Activities, §301))
PLHA funds in this category will be allocated for the predevelopment, development, acquisition, rehabilitation, and preservation of multifamily, residential live-work, rental housing that is affordable to extremely low-, very low-,
low-, or moderate-income households. This allocation will be made available to affordable housing developers through a competitive Notice of Funding Availability (NOFA) process. Each NOFA will seek development
proposals that include new affordable housing units for households with incomes at or below 120% of AMI with an emphasis on developments that serve individuals at or below 60% AMI. The City works closely with the local
affordable housing developers, non-profit partners and the general community to increase affordable housing units across the housing continuum. The City also gives priority to projects that leverage several sources of
funding for the maximum benefit to the community. The City has over 30 years of successfully producing, overseeing, and monitoring affordable housing projects that assist individuals and households at or below 120%
AMI.
Funding Allocation Year 2019 2020 2021 2022 2023
Complete the table below for each proposed Affordable Rental Housing Activity to be funded with 2019-2023 PLHA allocations. If a single Activity will be assisting households at more than one level of Area Median Income,
please list the Activity as many times as needed to capture all of the AMI levels that will be assisted, but only show the percentage of annual funding allocated to the Activity one time (to avoid double counting).
11
DocuSign Envelope ID: CF1AE755-96B4-4B47-957E-2F7EC4D3CC29
PLHA Page 6 302(c)(4) Plan
§301(a)(10) Fiscal incentives made by a county to a city within the county to incentivize approval of one or more affordable housing Projects, or matching funds invested by a county in an affordable housing development
Project in a city within the county, provided that the city has made an equal or greater investment in the Project. The county fiscal incentives shall be in the form of a grant or low-interest loan to an affordable housing Project.
Matching funds investments by both the county and the city also shall be a grant or low-interest deferred loan to the affordable housing Project.
§301(a)(9) Homeownership opportunities, including, but not limited to, down payment assistance.
§301(a)(8) Efforts to acquire and rehabilitate foreclosed or vacant homes and apartments.
§301(a)(7) Accessibility modifications in Lower-income Owner-occupied housing.
§301(a)(6) Assisting persons who are experiencing or At risk of homelessness, including, but not limited to, providing rapid rehousing, rental assistance, supportive/case management services that allow people to obtain and
retain housing, operating and capital costs for navigation centers and emergency shelters, and the new construction, rehabilitation, and preservation of permanent and transitional housing.
12
DocuSign Envelope ID: CF1AE755-96B4-4B47-957E-2F7EC4D3CC29
PLHA Page 7 Legislative Contacts
Rev. 5/14/21Legislative and Congressional Information
U.S. House of Representatives 2 Jared Huffman
District #First Name Last Name
State Assembly Member 10 Marc Levine
Provide the Legislative and Congressional information for the applicant and each activity location, (if different than applicant location), included in this application.
To locate or verify the Legislative and Congressional information, click on the respective links below and enter the applicant office location zip code, the activity location site zip
code(s) (i.e. zip code(s) where activities are performed), and any additional activity location site(s), as applicable.
Applicant Office Location
State Senate Member 3 Bill Dodd
California State Assembly California State Senate U.S. House of Representatives
State Senate Member
U.S. House of Representatives
Activity Location 1 (if different from applicant location)
District #First Name Last Name
State Assembly Member
State Senate Member
U.S. House of Representatives
Activity Location 2 (if different from applicant location)
District #First Name Last Name
State Assembly Member
State Senate Member
U.S. House of Representatives
Activity Location 3 (if different from applicant location)
District #First Name Last Name
State Assembly Member
State Senate Member
U.S. House of Representatives
Activity Location 4 (if different from applicant location)
District #First Name Last Name
State Assembly Member
State Senate Member
U.S. House of Representatives
Activity Location 5 (if different from applicant location)
District #First Name Last Name
State Assembly Member
State Senate Member
U.S. House of Representatives
Activity Location 6 (if different from applicant location)
District #First Name Last Name
State Assembly Member
State Senate Member
U.S. House of Representatives
Activity Location 7 (if different from applicant location)
District #First Name Last Name
State Assembly Member
State Senate Member
U.S. House of Representatives
Activity Location 8 (if different from applicant location)
District #First Name Last Name
State Assembly Member
State Senate Member
U.S. House of Representatives
Activity Location 9 (if different from applicant location)
District #First Name Last Name
State Assembly Member
State Senate Member
U.S. House of Representatives
Activity Location 10 (if different from applicant location)
District #First Name Last Name
State Assembly Member
13
DocuSign Envelope ID: CF1AE755-96B4-4B47-957E-2F7EC4D3CC29
Reuse Account Plan
The City of Petaluma (“City”) commits to maintaining policies and procedures that segregate
Permanent Local Housing Allocation (PLHA) for future reuse in accordance with the following
policies:
1. All repayments of PLHA loan principle and interest shall be received by City and deposited
into separate reuse account maintained by the City’s Finance Department. The City will
provide a detailed tracking system to document PLHA loans. Including borrower name and
address, loan/reference number, grant year and principal and interest.
2. The reuse account shall be an interest-bearing account into which all earned interest shall be
deposited. Interest earned shall be considered reuse funds and will be used in the same
manner and with the same restrictions as principal and interest payments.
3. All funds deposited into the reuse account shall be the property of the City.
4. All PLHA reuse funds shall be expended in accordance with PLHA regulations. This
includes, but is not limited to, income levels, homebuyer education requirements, and
coordinated entry requirements.
5. Reuse funds may be used for PLHA eligible in the following categories, but must be in
alignment with the State approved PLHA Plan.
a.The predevelopment, development, acquisition, rehabilitation, and preservation of
multifamily, residential live-work, rental housing that is affordable to extremely low-,
very low-, low-, or moderate-income households, including necessary operating
subsidies.
b. The predevelopment, development, acquisition, rehabilitation, and preservation of
Affordable rental and ownership housing, including Accessory Dwelling Units
(ADUs), that meets the needs of a growing workforce earning up to 120-percent of
AMI, or 150-percent of AMI in high-cost areas. ADUs shall be available for
occupancy for a term of no less than 30-days.
c.Assisting persons who are experiencing or at risk of homelessness, including, but not
limited to, providing rapid rehousing, rental assistance, supportive/case management
services that allow people to obtain and retain housing, operating and capital costs for
navigation centers and emergency shelters, and the new construction, rehabilitation,
and preservation of permanent and transitional housing.
d.Accessibility modifications in lower-income owner-occupied housing.
e.Efforts to acquire and rehabilitate foreclosed or vacant homes and apartments.
f. Homeownership opportunities, including, but not limited to, down payment
assistance.
g. Up to five percent (5%) for administration.
6. Reuse funds may be used within the boundaries of the City of Petaluma.
7. The City shall allow HCD full access to the reuse account records for the purpose of
determining compliance with PLHA regulations.
14
DocuSign Envelope ID: CF1AE755-96B4-4B47-957E-2F7EC4D3CC29
Reuse Account Plan
The City of Petaluma (“City”) commits to maintaining policies and procedures that segregate
Permanent Local Housing Allocation (PLHA) for future reuse in accordance with the following
policies:
1. All repayments of PLHA loan principle and interest shall be received by City and deposited
into separate reuse account maintained by the City’s Finance Department. The City will
provide a detailed tracking system to document PLHA loans. Including borrower name and
address, loan/reference number, grant year and principal and interest.
2. The reuse account shall be an interest-bearing account into which all earned interest shall be
deposited. Interest earned shall be considered reuse funds and will be used in the same
manner and with the same restrictions as principal and interest payments.
3. All funds deposited into the reuse account shall be the property of the City.
4. All PLHA reuse funds shall be expended in accordance with PLHA regulations. This
includes, but is not limited to, income levels, homebuyer education requirements, and
coordinated entry requirements.
5. Reuse funds may be used for PLHA eligible in the following categories, but must be in
alignment with the State approved PLHA Plan.
a.The predevelopment, development, acquisition, rehabilitation, and preservation of
multifamily, residential live-work, rental housing that is affordable to extremely low-,
very low-, low-, or moderate-income households, including necessary operating
subsidies.
b. The predevelopment, development, acquisition, rehabilitation, and preservation of
Affordable rental and ownership housing, including Accessory Dwelling Units
(ADUs), that meets the needs of a growing workforce earning up to 120-percent of
AMI, or 150-percent of AMI in high-cost areas. ADUs shall be available for
occupancy for a term of no less than 30-days.
c.Assisting persons who are experiencing or at risk of homelessness, including, but not
limited to, providing rapid rehousing, rental assistance, supportive/case management
services that allow people to obtain and retain housing, operating and capital costs for
navigation centers and emergency shelters, and the new construction, rehabilitation,
and preservation of permanent and transitional housing.
d.Accessibility modifications in lower-income owner-occupied housing.
e.Efforts to acquire and rehabilitate foreclosed or vacant homes and apartments.
f. Homeownership opportunities, including, but not limited to, down payment
assistance.
g. Up to five percent (5%) for administration.
6. Reuse funds may be used within the boundaries of the City of Petaluma.
7. The City shall allow HCD full access to the reuse account records for the purpose of
determining compliance with PLHA regulations.
15
DocuSign Envelope ID: CF1AE755-96B4-4B47-957E-2F7EC4D3CC29