Inventory of the Records of the California Housing Finance Agency

Processed by Gabriela M. Landeros
California State Archives
1020 "O" Street
Sacramento, California 95814
Phone: (916) 653-2246
Fax: (916) 653-7363
Email: ArchivesWeb@sos.ca.gov
URL: http://www.sos.ca.gov/archives/
© 2011
California Secretary of State. All rights reserved.

Inventory of the Records of the California Housing Finance Agency

Collection number: R173

California State Archives

Office of the Secretary of State

Sacramento, California
Processed by:
Gabriela M. Landeros
Date Completed:
June 13, 2011
Encoded by:
Lisa DeHope
© 2011 California Secretary of State. All rights reserved.

Descriptive Summary

Title: California Housing Financy Agency Records
Dates: 1975-1990
Collection number: R173
Creator: California Housing Finance Agency
Collection Size: 8.5 cubic feet of textual records
Repository: California State Archives
Sacramento, California
Abstract: The California Housing Finance Agency became effective on September 26, 1975, with enactment of Chapter 1, Statutes of 1975, First Extraordinary Session. The agency's primary function provides for the preparation, issuance, and the sale of state bonds. Funds used by the agency create possibilities for financing housing developments in California. This record group contains 8.5 cubic feet of textual records covering the period 1975-1990 and includes Bill Files, Litigation Files, Project Files, Board of Directors File, Correspondence, Monthly Reports, Special Programs Correspondence, and Special Projects Files. The records document California's efforts to provide available and affordable housing for those of low income and for the rehabilitation of housing units.
Physical location: California State Archives
Languages: Languages represented in the collection: English

Administrative Information

Access

While the majority of the records are open for research, any access restrictions are noted in the record series descriptions.

Publication Rights

For permission to reproduce or publish, please consult California State Archives staff. Permission for reproduction or publication is given on behalf of the California State Archives, Office of the Secretary of State, Sacramento, as the owner of the physical items. The researcher assumes all responsibility for possible infringement that may arise from reproduction or publication of materials from the California State Archives' collections.

Preferred Citation

[Identification of item], California Housing Finance Agency Records, R173.[series number], [box and folder number], California State Archives, Office of the Secretary of State, Sacramento, California.

Acquisition and Custodial History

The California State Archives acquired the Records of the California Housing Finance Agency according to state law.

Administrative History

The California Housing Finance Agency became effective on September 26, 1975, with enactment of Chapter 1, Statutes of 1975, First Extraordinary Session. The agency's primary function provides for the preparation, issuance, and the sale of state bonds. Funds used by the agency create possibilities for financing housing developments in California. Known today as CalHFA, the California Housing Finance Agency continues to work with public and private business partners, making homeownership an attainable goal for the people of California.
The California Housing Finance Agency was created to meet the housing needs of individuals and families of low and moderate incomes. The need for safe, decent, and affordable housing remains the mission of the agency as it did when it was created in 1975. As the third largest state-chartered bank in California, CalHFA continues to provide special programs and low-interest rate loans to first-time homebuyers and renters through the sale of tax-exempt bonds.
The agency is administered by an eleven member Board of Directors representing various segments of the housing industry and state government officials. Members include one chairperson appointed by the Governor, one member from the State Treasurer, one member from the Secretary of Business, Transportation, and Housing Agency, one member from the Secretary of Trade and Commerce Agency, an additional six members selected by the Governor, one member from the Speaker of the Assembly, and one member from the Senate Rules Committee. Non-voting ex officio members include the Director of Finance, the Director of the State Office of Planning and Research, and the Executive Director of the Agency. Board members serve a six year term.

Scope and Content

The records of the California Housing Finance Agency document California's efforts to provide available and affordable housing for those of low income and for the rehabilitation of housing units. This record group contains 8.5 cubic feet of textual records covering the period 1975-1990 and includes Bill Files, Litigation Files, Project Files, Board of Directors File, Correspondence, Monthly Reports, Special Programs Correspondence, and Special Projects Files. Records from the Special Programs Office are included within this record group and include such subject matter as 1983-A, Second Issue, Second Unit, Tefra List and Exhibit A, Neighborhood Preservation, Multifamily Rehabilitation and Infill New Construction Program (MRINC), Single Family Housing, Self-Help Program, and Affirmative Action.
The bulk of the records of the California Housing Finance Agency concern special projects for housing rehabilitation and development, as well as financial assistance and proposed budgeting to implement the projects in various cities and counties in California. As a result, the records contain large amounts of budget reports and analyses, contract agreements between building contractors, housing agencies, and loan commitments between the parties. The Litigation Files highlight the interaction between the California Housing Finance Agency and various parties, including building contractors and public and private parties. This series contains commitment letters, legal actions, summons, correspondence, contracts, and answers to complaints. Additionally, the Ridgecrest Project Files contain extensive documentation pertaining to the development of China Lake including correspondence, a creditor list, and the developer's certificate. Further accruals are expected.

Related Collections at the State Archives

Assembly Committee on Urban Affairs and Housing Records
Governor's Advisory Commission on Housing Problems Records
Senate Housing and Land Use Committee Records

Indexing Terms

The following terms have been used to index the description of this collection in the library's online public access catalog.
California Housing Finance Agency
Housing rehabilitation
Housing development


Series Descriptions

 

Legislative Unit 1983-1986

R173.001, Box 1, folders 1-18

Series 1 Bill Files 1983-1986

Physical Description: 18 file folders

Arrangement

Bill Files are arranged chronologically by legislative session, then numerically by bill number.

Scope and Content

Bill files pertaining to legislation regarding land use and bond allocations. Other bills pertain to housing development, amendments to housing laws, and the creation of affordable housing for the people of California. Some notable bills include: AB133 (1983-1984) affordable student housing on CSU campuses; AB2388 (1983-1984) first time home buyers bond act; SB805 (1983-1984) residential rehabilitation; AB1249 (1985-1986) 80/20 Program; AB2052 (1985-1986) multi-family rental housing mortgage bonds; and AB2123 (1985-1986) taxation and rental assistance.
1983-1984 AB54-AB2245 (2 ff) Box 1/1-2
1983-1984 ACR66 (1 ff) Box 1/3
1983-1984 SB26-SB1185 (2 ff) Box 1/4-5
1983-1984 SJR3-SJR14 (1 ff) Box 1/6
1985-1986 AB51-AB4392 (8 ff) Box 1/7-14
1985-1986 AJR30 (1ff) Box 1/15
1985-1986 SB108-SB2590 (3 ff) Box 1/16-18
 

Legal Unit 1975-1988

R173.002, Box 1, folder 19 - Box 2, folder 8

Series 1 Ridgecrest Project Files 1979-1988

Physical Description: 24 file folders

Arrangement

Arranged alphabetically by topic.

Scope and Content

The records of the Ridgecrest Project Files include correspondence, loan agreements, listing agreements, title reports, and policy reports, and relate to marketing, loan modification agreements, Richard Diehl Agreement, and the Ridgecrest Loan Agreement.
R173.003, Box 2, folder 9 - Box 3, folder 15

Series 2 Project Files 1979-1988

Physical Description: 20 file folders

Arrangement

Arranged alphabetically by project.

Scope and Content

Legal matters involving the California Housing Finance Agency and its Special Programs and Projects include the following: Watts Labor Community Action Committee, Lions Manor, Neighborhood Preservation Program, Cooperatives. In particular, the Century Freeway file contains extensive material including correspondence, meeting notes, affirmative action plan, lending projections, housing program plans and specifications, Route 2 Rehabilitation, and three printed manuals labeled: "Interim Procedures Manual, 1982," "Draft Housing Plan and Environmental Assessment," and "Request for Proposals, 1982."
R173.004, Box 3, folder 16

Series 3 Board of Directors File 1975

Physical Description: 1 file folder

Arrangement

Series contains a single folder.

Scope and Content

The Board of Directors file relates to the 1975 merger which created the California Housing Finance Agency.
R173.005, Box 3, folder 17 - Box 4, folder 19

Series 4 Litigation Files 1979-1988

Physical Description: 34 file folders

Arrangement

Arranged alphabetically by topic.

Scope and Content

The California Housing Finance Agency and its involvement in litigation claims include various legal issues. Claims against the CHFA include: Montecito Village #79-61-S, a slip and fall accident at the site, containing correspondence, and subpoenas related to the case; Marvin Gardens #81-14-N, Jeannie Roger, et. Al. v. CMJ Management Company, unfair housing selection, includes correspondence and argument for wrongful disqualification for housing; Forest v. Hart, revised lease and eviction procedure regarding Miramar Tower, includes correspondence and hearing procedures; and Max E. Gilmore v. State of California #G36266, complaint of seven bond notes purchased through the agency and were allegedly recalled without proper notice. Other legal issues within this record series include unpaid attorney fees, insurance recovery, liens, and stop notices for development.
 

Special Programs Office 1980

R173.006, Box 4, folder 20 - Box 5, folder 22

Series 1 Correspondence 1982-1990

Physical Description: 41 file folders

Arrangement

Arranged chronologically by month.

Scope and Content

Correspondence pertains to the California Housing Finance Agency's Special Projects and broadly ranges in subject matter. The correspondence include memorandums and communication within the office and with city and county housing agencies, including bond issues, financing, sales incentives, assumptions policies, pilot programs, and activity reports.
R173.007, Box 6, folders 1-33

Series 2 Special Programs Correspondence 1982-1990

Physical Description: 33 file folders

Arrangement

Arranged alphabetically by program and then chronologically within the specified Special Programs.

Scope and Content

The Special Programs Office is set apart from the office correspondence and was circulated within specific Special Projects programs. The Special Programs Correspondence relate to the following programs: Multifamily Rehab Program, Multifamily Rehabilitation and Infill New Construction Program (MRINC), Second Issue, Second Unit, and Second Mortgage Program.
R173.008, Box 6, folder 34 - Box 9, folder 12

Series 3 Special Project Files 1982-1990

Physical Description: 169 file folders

Arrangement

Arranged alphabetically by program then subsequently alphabetical by topic within each project.

Scope and Content

Special Project Files include files from the following programs: 1983-A, Second Issue, Second Unit, Tefra List and Exhibit A, MRINC, Series Bid Reports, Neighborhood Preservation, and the Self Help Program. Records include correspondence from cities and counties in California seeking financial assistance in housing projects. Files of interest include: City and County of San Francisco Housing and Economic Development for rehabilitation for the building on 350 Turk Street (YMCA), City of Marysville includes the "Final Report on the Proposed Renovation of the Marysville Hotel," City of Glendale consists of two reports labeled, "Equal Opportunity Housing Plan," and "The Howard Building Corporation." Specific files such as Program Drafts include two proposals for the, "Second Unit Presentation before the League of California Cities," and "California's Experience with Second Units," both written by Ruth Schwartz the Special Projects Coordinator. The San Francisco City and County, Ellis Street file includes the projected rehabilitation for the apartment building on 450 Ellis Street, detailing allocations, budget proposals and the loan package between Bank of America and CHFA's Housing Finance Bonds. The Grass Valley 1983 Backup file includes rehabilitation regarding The Nugget-Brett Harte Inn in Grass Valley. Included in the file are 17 photos of the building inside and out during rehabilitation, the commitment agreement, and budget projections.
R173.009, Box 9, folders 13-23

Series 4 Monthly Reports 1983-1986

Physical Description: 11 file folders

Arrangement

Arranged chronologically by month.

Scope and Content

The monthly reports include status reports, budget detail reports, renting fees based on income, draft reports, and annual reports. Specifically, the August 1985 file contains detailed information on the building at 450 Ellis Street in San Francisco including estimated construction costs, bid documents, and project specifications. The May 1986 file includes a site review for 8101-8121 MacArthur Boulevard in Oakland.