99.99%
0.01%
Alameda
Limited Partner
General Partner
2018-2019
Satellite Affordable
Housing Associates
Bay Area Housing
Internship Program
Ngan Mai
NHTF
Investors
VHHP
Construction
Closing
Sources
Pre-Application
Tax Credits
HTF
Homelessness
San Rafael
Limited
Teamwork
Deadlines
OAC
Meetings
Contractor
Aborist
Engineer
Partnership
Design Development
No Place Like Home
Bonds
Conceptual Design
Tie Breaker Score
Schematic Design
Equity Gap
Qualified Allocation Plan
Area Median Income
Amenities Map
Financial Consultant
Contingency
Landscape Architect
Architect
RFQ
RFP
Change Order
ALTA
Survey
Entitlement
Equity
San
Francisco
San Jose
Palo Alto
A1
Community Development
MHP
IIG
Berkeley
Hayward
Oakland
Inclusionary
Lenders
Domestic Violence Survivors
Seniors
Veterans
4%
Multi-Family
9%
LIHTC
TCAC
Affordable Housing
Unit Mix
Funding Application
Non-Profit
Housing Association
of Northern California
Developers
Construction Costs
Diversity
Land
Acquisition
Universal Application
AHP
HUD
HOME
CDBG
Proforma
Eligible Basis
Development
HCD
Cash Flow
Table of Contents:
General Participation and Attendance....................................................
Valley View Senior Homes............................................................................
3050 International Blvd.................................................................................
Ancora Place......................................................................................................
Camino 23...........................................................................................................
Manzanita Family Apartments....................................................................
Hookston Senior Homes................................................................................
Tiny House Mini Village..................................................................................
Tax Credit Presentation.................................................................................
Closing Remarks...............................................................................................
3
5
9
11
13
15
17
19
21
27
Shout out to Matt Huerta, Peggy Lee,
Amie Fishman, Jon Wizard, Monica Joe,
Estephanie Sunga, Hilda Morones, Elissa Dennis,
Lisa Motoyama and Gisela Salgado for all the supports
and trainings during the past year.
I greatly appreciate you all!
1
2
General Participation and Attendance:
- Attending Tabora Gardens Senior Apartments grand opening.
- Attending in Senior Field Trip Day, planned for all of SAHA’s senior residents.
- Attending asbestos awareness training for all SAHA property management sta
and project managers.
- Attending NPH annual conference in September, 2018.
- Attending tax credit workshops, lead by Elissa Dennis from Community
Economics, specically for Real Estate Development Department at SAHA.
- Attending escrow and entitlement workshop, lead by Julie Massey from Old
Republic Title Company, specically for RED at SAHA.
- Attending SAHA All Sta Meeting in October 2018 and April 2019
- Assisting in Back to School Supply Drive for SAHA student residents.
- Visiting Factory_OS Tour to learn more about modular building.
- Attending Team Strengths and Coaching Method Trainings with Alicia
Santamaria from Adelante Coaching + Consulting. These trainings were
followed by weekly coaching check-in with a Project Manager.
- Visiting Lake Merritt Crossing & Madison at 14th to learn more about the oor
plan & design of these properties. We also checked out their parking lift
systems, how they operate, and the pros & cons of having them in SAHA
properties.
- Attending Housing California Conference in April, 2019.
Institute: Successful Planning, Financing, and Closing: The Nuts and Bolts of
an Aordable Housing Deal.
- Attending insurance overview workshop held by Alex Rodgers and Miriam
Benavides to go over the insurance process & guidelines for projects in
development.
- Attending weekly coaching appointment with Adam Kuperman, Senior Project
Manager to improve our coaching, listening and problem solving skills.
- Attending weekly sta meeting for Real Estate Development department.
SAHA Projects visited:
- Camino 23 - Oakland, CA
- Tabora Gardens - Antioch, CA
- Ancora Place - Oakland, CA
- Valley View Senior Homes - American Canyon, CA
- 3050 International Blvd - Oakland, CA
- Madison at 14th - Oakland, CA
- Satellite Central - Oakland, CA
- Newark Gardens - Fremont, CA
- Lake Merritt Crossing - Oakland, CA
Met with
following SAHA Sta in order to get a better understanding of what work
they are involved in, and how they play a part in the bigger picture of aordable
housing development:
- Susan Friedland - Chief Executive Ocer
- Eve Stewart - Vice President of Real Estate Development (RED)
- Aubra Levine - Former Associate Director of RED
- Hang Mosier - Community Engagement Program Director
- Lan Do - Accounting Manager
- Chris Hess - Vice President of Resident & Community Services
- Jennifer Tung - Community Engagement Manager
- Rosa Yee-Phinith - Compliance Manager
- Claudia Mendoza - Oce Manager
- Alex Rodgers - Risk Management Specialist
- Miriam Benavides - Vice President of Human Resources & Risk Management
- Andrew Somera - Service Coordinator
- Angela Cavanaugh - Vice President of Property Manager
3 4
Valley View Senior Homes
Location: 1 Natalie Lane, American Canyon, CA 94503
Project Developer: Satellite Aordable Housing Associates
Population Served: Seniors, Senior Veterans, Formerly Homeless Senior Veterans
Project Type: 70 Units
66 one-bedroom units, and 4 two-bedroom units
Income Level: 30-60% AMI
Architect: McCamant & Durrett Architects
Contractor: Midstate Construction
Cost: $26.5 Million
Tax Credit Equity: 4%
Tasks Completed:
- Attending weekly Owner Architect Contractor meeting on site.
- Assisting in Hard Hat Tour of the property to show City Ocials, investors and
HUD agents the ongoing construction process and the completed units. Tasks
include:
- Creating tear sheets to be distributed to attendees of the Hard Hat Tour.
- Ordering hard hats and personalizing them with SAHA logos.
- Creating goodies bags to include refreshments, and tear sheets.
- Prepping name tags, and setting up stations on site.
- Attending the lottery for initial applicant list at American Canyon’s City Hall.
- Attending Neighborhood Watch meeting at American Canyon Police Department
to go over the safety of new residents and how to handle and prevent crimes or
conicts in the apartment complex.
- Attending weekly lease-up meeting with Property Management, Resident Services,
and Compliance departments.
- Assisting in some property management tasks such as:
- Filing residential applications
- Mailing out interview appointment conrmation
- Calling previous landlords for landlord verication
- Administrative tasks during income recertication interviews on site.
- Creating investor check list for permanent closing.
- Completing the water sub-metering registration form.
- Researching, purchasing outdoor furniture and ensuring that the total cost ts in
with our budget.
- Managing the community garden project with tasks including:
- Researching community organizations and contractors that provide garden
bed building services and 2 years of mentorship support for our residents.
- Contacting these organizations, and requesting a proposal.
See Figure 1.
5 6
The Valley View result is a hillside development of charming cottages,
centralized parking, meandering paths, active recreation, and a community
clubhouse. Residents will enjoy a beautifully landscaped community that
incorporates the highest standards of green building and sustainable design as
well as a robust selection of on-site services and activities to support
wellness, independent living, and aging-in-place.
VALLEY VIEW SENIOR HOMES
1 NATALIE LANE, AMERICAN CANYON
SAHA’s American Canyon project presents a special opportunity to realize the
City of American Canyon’s goals of creating a senior community that will offer
a high level of amenities as well as on-site services for older adults with
modest financial means. Valley View Senior Homes offers:
COMPLETION DATE
November 2018
(anticipated)
TOTAL COST
$26,600,000
CITY
$
DENSITY
19 units per acre
NUMBER OF UNITS
70 Total
INCOME LEVELS
30% - 60% AMI
ARCHITECT
McCamant & Durrett
Architects
GENERAL CONTRACTOR
Midstate Construction
FINANCING PARTNERS
City of American Canyon
HCD VHHP
FHLB AHP
State CDBG
HUD-VASH
4% tax credit equity
PROPERTY MANAGER
SAHA PM
SERVICE COORDINATOR
SAHA
Unit Types Number of Units
Project-Based Voucher 14
Coordinated Entry System 3
HUD-VASH 17
General 30
General Veterans 5
Manager 1
Total 70
Figure 1: Tear sheet for Valley View Hard Hat Tour
Some pictures of Susan Friedland - CEO of SAHA (top, right), Claudia Mendoza - Oce Manager,
and I at Valley View Hard Hat Tour.
7 8
3050 International Blvd
Location: 3050 International Blvd, Oakland, CA 94601
Project Developer: Satellite Aordable Housing Associates
Native American Health Center (NAHC)
Population Served: Families
Project Type: 76 Units - Mixed Use Project with Health Care and Dental Clinic
28 one-bedroom units, 27 two-bedroom units, 21 three-bedroom units
Income Level: 30-60% AMI
Architect: Pyatok Architects, Inc.
Contractor: TBD
Cost: TBD
Tax Credit Equity: 4%
- Attending recurring partner meetings with NAHC in person/over the phone.
- Coordinating a visit to Coliseum Transit Village with Cahill Contractors to learn
more about modular construction and whether it is a right t for this project.
- Sending out RFP to contractors and compare their proposals to one another.
- Researching and analyzing SAHA parking spaces to ensure that the amount of
parking spaces oered at 3050 International Blvd is appropriate.
- Attending weekly design meetings with architect, preparing agendas and taking
meeting minutes.
- Researching local fundings available for medical center.
- Prepping monthly reports and submitting them to City of Oakland.
- Drafting ENA extension request and sending it to City of Oakland.
- Attending monthly meetings with City of Oakland representatives to discuss
development progress, taking meeting minutes.
- Attending a meeting with Jorge Velasco, Community Construction Relations
Manager for AC Transit Bus Rapid Transit to discuss the future of BRT in front of
the development site and its impacts on the development.
- Coordinating SAHA property tours for the previous architect to learn more about
SAHA design guidelines.
- Coordinating SAHA property tours for NAHC to learn more about parking lifts.
- Planning and coordinating Community Engagement meeting. Tasks include:
- Designing, translating and distributing ayers. Flyer distribution was done
through both mailing and knocking on doors.
- Creating presentation slides and meeting agenda.
- Food ordering, venue set-up, decoration and clean-up.
- Providing informational brochures/yers to attendees.
- Supporting Senior Project Manager with entitlement package and pre-application.
- Coordinating the rst interdepartmental design and taking meeting minutes.
- Attending pre-application meeting with Planning Department and architect.
Tasks Completed:
9 10
Ancora Place
Location: 2227 International Blvd. Oakland, CA, 94606
Project Developer: Satellite Aordable Housing Associates
Population Served: Families
Project Type: 77 Units
6 studios, 24 one-bedroom units, 27 two-bedroom units,
20 three-bedroom units
Income Level: 20-60% AMI
Architect: Pyatok Architects
Contractor: TBD
Cost: TBD
Tax Credit Equity: 4%
- Coordinating and planning community engagement event. Tasks include:
- Creating event yers, translating them to Vietnamese and mailing them to
neighboring residents
- Ordering food services, tents, portable toilets with hand-wash station
- Setting up dierent stations at the day of community engagement. These
stations consist of design overview, Q&A, kid’s area, and food services.
- Attending the rst Interdepartmental meeting to introduce the project to main
oce sta and get their feedback on design.
- Assisting in County A1 funding application. Tasks include:
- Creating location map and writing neighborhood access narrative
- Collecting and identifying photographs of project site and neighboring
businesses/buildings
- Creating site amenities map for Aordable Housing Program funding application.
- Assisting in No Place Like Home funding application. Tasks include:
- Creating site amenities map
- Designing the cover page
- Printing and putting the application together
- Updating the Universal Application - Developer Experience section so that it can
be used for every funding application.
Tasks Completed:
11 12
- Attending Greenpoint Kick-o meeting to introduce Green Building Consultant
Beyond Eciency to the project and discuss goal measures and ensure team
members understand their roles in achieving Green Point Rated certication.
- Attending weekly Owner Architect Contractor meeting on site.
- Creating parking passes for East Bay Art Alliance, our neighbor, to let them park on
our site during construction.
- Designing and ordering 100% Aordable Housing banners for the construction
site to prevent the risk of arson.
- Coordinating with accounting department to pay for banners.
- Collecting signatures for Bank of America closing documents.
Camino 23
Location: 1245 23rd Avenue, Oakland, CA, 94606
Project Developer: Satellite Aordable Housing Associates
Population Served: Families
Project Type: 37 units
30 one-bedroom units, 6 two-bedroom units, and 1 three-bedroom unit
Income Level: 20-60% AMI
Architect: Pyatok Architects
Contractor: Cahill Contractors
Cost: $26.0 Million
Tax Credit Equity: 4%
See Figure 2.
Figure 2: 100% Aordable Housing Banner
Tasks Completed:
13 14
Manzanita Family Apartments
Location: 2951 Soscol Avenue, Napa, CA 94558
Project Developer: Satellite Aordable Housing Associates
Population Served: Families
Project Type: 51 units
25 one-bedroom units, 13 two-bedroom units, 12 three-bedroom unit
Income Level: 30-60% AMI
Architect: Dahlin Architects
Contractor: TBD
Cost: TBD
Tax Credit Equity: 4%
- Supporting Project Manager with funding applications, including:
- Veterans Housing and Homelessness Prevention Program (VHHP)
- National Housing Trust Fund Program (NHTF)
- Aordable Housing and Sustainable Communities Program (AHSC)
- HOME
- Tasks include:
- Filling out Universal Application, Previous Project List
- Creating amenities map
- Printing and packaging applications.
- Completing California Multifamily Finance Agency application to have CMFA as
our bond issuer. Application tasks include:
- Project description
- Converting project proforma to t in “Summary of Project Costs” provided
by CMFA
- List of nancing team
- Unit mix
- Researching incentives and rebates for building electric vehicle charing station on
site. Factors to keep in mind include:
- Rebate amount per port
- Amount of ports required to build
- Installation and maintenance costs
- User fees
Tasks Completed:
15 16
Hookston Senior Homes
Location: 80 W Hookston Rd, Pleasanton Hill, CA 94523
Project Developer: Satellite Aordable Housing Associates
Population Served: Seniors
Project Type: 100 Units - Rehabilitation
84 one-bedroom units, 16 two-bedroom units
Income Level: 30-60% AMI
Architect: TWM Architects
Contractor: D&H Construction
Cost: TBD
Tax Credit Equity: 4%
- Attending paint colors meeting to discuss paint colors.
- Attending relocation and resident engagement meeting.
- Requesting proposal from radon consultants and labor compliance services.
- Collecting due diligence for construction closing and permanent closing check
list.
- Completing Aordable Housing Program (AHP) application with support from
Project Manager. Tasks include:
- Filling out the application
- Updating SAHA portfolio to use for developer’s experience
- Updating construction stability cover sheet
- Updating Partnership structure
- Creating cover sheet for each section
- Obtaining signed building permit from City of Pleasanton
Tasks Completed:
17 18
Tiny House Mini Village
On August 7th, 2018, Joel Rubenzahl, a consultant from Community Economics,
reached out to SAHA in regards to an empty lot at the corner of Martin Luther King
Jr. Way and 63rd Street in Berkeley. Joel learned that the empty lot was for sale for
$500,000 and he was hoping SAHA or some other local organization would have
the resources to buy and develop it. Eve Stewart, the Vice President of Real Estate
Development at SAHA had the vision of turning this lot into a Tiny House Mini
Village and a community garden for homeless folks; and she assigned this project to
me.
Tiny House Mini Village was an interesting project to work on. To get started, I
researched the setback requirement for this zoning and dierent models of tiny
homes already in use. This helped me to understand how many tiny homes we can
t on this lot and what would be the most ecient model to build. Once I gured
them out, I created a rough drawing of site plan and met with Eve to discuss my
vision. After I received an approval from Eve, I visited the City of Berkeley Planning
Department to see if tiny homes are allowed in this zoning and what the next steps
were if we got an approval. Unfortunately, our vision got turned down because:
- The tiny homes must be anchored to the ground, and cannot be on trailer. Our
vision was to have them on trailer.
- These homes must be declared as emergency homes and are allowed to be on
site for only 180 days or less. We were hoping to have them as permanent
homes.
Although I was sad that this wonderful project could not continue, I was glad to
have given the opportunity to directly manage a mini project on my own. It was a
great learning experience for me.
Martin Luther King, Jr. Way
63rd Street
Property Line
Setback Line
4'-0"17'-6"6'-0"
15'-0" 7'-0" 6'-10" 15'-0"135'-0"
40'-0"
Mini Home
Scale: 1” = 16’-00”
19 20
Tax Credit Presentation
During the rst few months of the internship, I was requested by Eve Stewart to do
a research on Low Income Housing Tax Credit (LIHTC) and California Tax Credit
Allocation Committee (TCAC) and present my research to SAHA sta. The
presentation was held on February 13th, 2019 with the participation of Vice
President of Finance, Vice President of Real Estate Development, Vice President of
Resident & Community Services, Vice President of Property Management, and sta.
21
22
Link to the online presentation: https://prezi.com/view/bZRu5VoNlra1UPjXdHqb/
23 24
25 26
As a newly graduated student in Urban Studies major
from University of California, Berkeley, I am very
grateful to be one of the 12 graduates from the
inaugural Bay Area Housing Internship Program. This
internship program has successfully provided me a
launching pad into a career in aordable housing
development and project management. In addition,
BAHIP has also introduced me to a completely new
world of networking where I got to work with people
from many dierent elds, and given me an
opportunity to go on this exciting journey with
eleven amazing individuals.
Although it was NPH that created the internship program, however, if it were not for
Satellite Aordable Housing Associates (SAHA), I would have not become a passionate
and knowledgeable houser as I am now. Interning at SAHA was a wonderful
experience for me while I took my baby steps into the aordable housing eld. Not
only did SAHA teach me everything I need to know about the development process,
but this organization also taught me more about diversity, inclusionary, mental health,
and team building - the important lessons for both aordable housing eld and daily
life.
27 28
Closing Remarks
