HomeMy WebLinkAbout1993-12-14; City Council; 12506; APPROVAL OF CITY OF CARLSBAD'S COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) ANNUAL PERFORMANCE REPORTw f
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AB# jd!506 T1TLE:APPROVAL OF CITY OF CARLSBAD'S
MTG. 12-14-93 COMPREHENSIVE HOUSING AFFORDABILITY
STRATEGY (CHAS) ANNUAL PERFORMANCE
REPORT CITY N DEPT. RED.
RECOMMENDED ACTION:
Accept public comments regarding the City of Carlsbad's Draft
Comprehensive Housing Affordability Strategy (CHAS) Annua. Performance Report for Fiscal Year 1993 for the Cornmunit; Development Block Grant Program and adopt Resolution NO.
authorizing the Housing and Redevelopment Director tc submit the Draft CHAS Annual Performance Report for Fisca; Year 1993 to the U.S. Department of Housing and Urbar
Development (HUD) for review and approval, pending completior
of the thirty day public review and comment period anc
inclusion of a summary of public comments received.
53-334
ITEM EXPLANATION:
The City of Carlsbad's Draft Comprehensive Housinc
Affordability Strategy (CHAS) Annual Performance Report foi
Fiscal Year 1993 has been prepared to meet the requirements of
the Federal Community Development Block Grant (CDBG) Program.
The City of Carlsbad has an approved CHAS for the five-year
period of October 1, 1391 to September 30, 1996 and a CHAS
Annual Plan for Fiscal Year 1993. Each year of the five-year
period of the CHAS, a one-year CHAS plan and an annual
performance report for the ending fiscal year must be
submitted to the U.S. Department of Housing and Urban
Development (HUD) for review and approval. The purpose of the
CHAS Annual Performance Report is to: 1) report on progress
in carrying out the CHAS Annual Plan; and 2) assess the City's
annual performance in relationship to meeting the City's
overall five-year priorities and strategies.
The City's CHAS Annual Performance Report for Fiscal Year 1993
has been prepared for submission to HUD and according to the
instructions published in Federal Notice CPD 93-02 by HUD on
January 11, 1993. In order to remain eligible for CDBG
funding in fiscal year 1994-95, the City of Carlsbad must
submit the CHAS Annual Performance Report by December 31,
1993.
Regulations for this CHAS Annual Performance Report require a
thirty (30) day public review and comment period. The "public
review and comment" period for the CHAS was initiated on
November 22, 1993. Therefore, comments are being accepted
until 5:OO pm on December 21, 1993. Upon receipt of verbal
and/or written comments from the public during such period,
the CHAS Annual Performance Report will be revised to include
a summary of comments received as a result of the public
participation process prior to submission to HUD for review
and approval.
L PAGE 2 - AB 0 # 12,5’56 0 F
The Draft CHAS Annual Performance Report for Fiscal Year 199:
was presented to the Housing Commission on December 9, 1993
the CHAS Annual Performance Report and to develop i
recommendation from the Housing Commission to the City Counci: on this draft document. A verbal presentation of the public
comments received and the Housing Commission’s recommendatior
will be presented to City Council during the public hearing.
The Draft CHAS Annual Performance Report for Fiscal Year 1993
is presented to the City Council, at this time, to accept
verbal and/or written comments from the general public and tc
authorize the Housing and Redevelopment Director to submit
this report to the U.S. Department of Housing and Urbar
Development (HUD) , pending completion of the public review and
comment period and inclusion of a summary of public comments
received.
FISCAL IMPACT:
With an approved CHAS Annual Performance Report, the City is eligible to receive CDBG funds during fiscal year 1994-95. A
grant agreement will not be executed by the U.S. Department of Housing and Urban Development until the Carlsbad CHAS is adopted and submitted to their office for review and approval.
The purpose of that hearing was to accept public comments 03
EXHIBITS :
1 - Resolution NO.CI~-~’~ authorizing the Housing and Redevelopment Director to submit the City of Carlsbad’s
CHAS Annual Performance Report for Fiscal Year 1993 for the Community Development Block Grant Program to the U. S. Department of Housing and Urban Development.
2. City of Carlsbad CHAS Annual Performance Report for
Fiscal Year 1993 (on file in the City Clerk’s Office).
.I
CITY COUNCIL RESOLUTION NO. 9 3 - 3 3 4
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A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD APPROVING THE SUBMITTAL OF THE
COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY
ANNUAL PERFORMANCE REPORT FOR FISCAL YEAR 1993 TO
THE U.S. DEPARTMENT OF HOUSING AND URBAN
DEVELOPMENT
WHEREAS, the City Council of the City of Carlsbad, California, at a public
hearing held on December 14, 1993, considered the Comprehensive Housing
Affordability Strategy (CHAS) Annual Performance Report for Fiscal Year 1993 for the
City’s Community Development Block Grant program;
WHEREAS, the City Council of the City of Carlsbad, California approves the
submittal of the CHAS Annual Performance Report for Fiscal Year 1993 for the City’s
Community Development Block Grant program to the U.S. Department of Housing and
Urban Development; and
WHEREAS, the City of Carlsbad is committed to continuing to provide low-
income housing in the City as is outlined in the Housing Element of the General Plan and
in the Comprehensive Housing Affordability Strategy (CHAS), a five year plan to
increase assisted housing which is required by HUD.
NOW, THEREFORE BE IT HEREBY RESOLVED by the City Council as 2o
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1.
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The above recitations are true and correct.
The City Council approves submittal of the Comprehensive Housing Affordability
Strategy Annual Performance Report for Fiscal Year 1993 for the Community
Development Block Grant program as presented at the public hearing on
December 14, 1993.
The City Council hereby approves the Housing and Redevelopment Director to
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execute documents required for the submittal of said Document. ....
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PASSED, APPROVED AND ADOPTED at a regular meeting of thc
City Council of the City of Carlsbad, California, held on the 14th day of December
1993, by the following vote, to wit:
AYES:
NOES: None
Council Members Lewis , Stanton, Kulchin, Nygaard, Finnila
ABSENT: None
ABSTAIN: None
ATTEST:
ALETHA RAUTENKRANZ, City Clerk\
(SEAL)
I I
1
- lllt 0 DRA
L
COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY
ANNUAL PERFORMANCE REPORT
OCTOBER 1992 to SEPTEMBER 1993
PREPARED BY
THE DEPARTMENT OF HOUSING AND REDEVELOPMENT
CITY OF CARLSBAD
1200 CARLSBAD VILLAGE DRIVE
CARLSBAD, CALIFORNIA 92009
X X
.- m 0 CITY OF CARLSBA
COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHA:
PART I. ANNUAL PERFORMANCE
A. Resources Made Available Within the Jurisdiction
The following sources of funds were available during federal fiscal year 1993 for th
purposes of providing affordable and supportive housing activities to lower an
moderate-income households:
1. Community Development Block Grant Program
Community Development Block Grant (CDBG) funds are received from the U.5
Department of Housing & Urban Development on an annual basis. The City of Carlsba
was entitled to a total of $390,000 for FY 1992-93. For the FY 1992-93 planne
allocation $236,200 (61 percent) was awarded for affordable or supportive housin!
activities. Included in the $638,256 total affordable or supportive housing allocatioi
actually available is an allocation of $523,404 (82 percent of this CDBG funds) for thc
a list of the project, description of the activities, planned available funding (approved:
and funds awarded (funds made available).
Affordable Housing Reserve Fund during this reporting period. The table below include
Table 1.1 : CDBG Funded Projects - Planned vs. Available Funding
Activity/Recipient Description Planned Available Funding Funding
NoCoSlA Case management services for seniors to $800 $800 promote independent living
Community Service Center for Support services for persons with $800 $800
the Disabled disabilities to assist with independent living
Catholic Charities Case management services for homeless $10,400 $13,522 men
Existing balance $ 3,122
Catholic Charities Shelter for homeless males $23,100 $48,100 The balance of available funds is made up of the following allocations:
I991192 $25,000
1992193 $23,100
North County Lifeline Housing services $7,650 $7,750
$12,400 $12,400 Casa de Amparo
Western Institute Foundation Day care facility for victims of Alzheimer’s $7,250 $7,250
for Mental Health Disease
Fraternity House Supportive housing for persons with AIDS. $2,800 $4,800
The balance of available funds is made up
of the following allocations:
1989190 $ 2,000
1992193 $ 2,800
Existing Balance $ 100
Emergency shelter for abused, neglected
or abandoned children
Annual Performance Report: Part I Page 1
Available
Funding Funding
ActivitylRecipient Description Planned
-
Affordable Housing Reserve Funds for property acquisition (land andlor $163,000 $523,40:
Fund units). The balance of available funds is
made up of the following allocations:
1988189 $ 955
1989/90 $ 43,313
199Ol91 $ 147,144
1991192 $ 168,991
occupied housing units
Existing balance $1 1,431
affordable housing forums in four
quadrants of the City
Paint-a-thon Program Rehabilitation of the exterior of owner $3,000 $14,43'
North Coast Housing Funds to conduct community based $5,000 $5,001
TOTAL $236,200 $638,256
L 0 0 CITY OF CARLSBA
COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHA!
3. Redevelopment Housinq Set-Aside
Redevelopment Housing Set-Aside funds are based on 20 percent of the total annu;
redevelopment tax increment received by the Carlsbad Redevelopment Agency. Ta
increment revenues are based on 1 percent of the property taxes assessed within th
Village Redevelopment Area. Twenty percent of the tax increment revenues are require
to be set aside by California Redevelopment Law for housing purposes for low an
moderate-income households. A total of $2,319,000 in Redevelopment Housing Se
Aside funds was available during FY 1993 for the creation of housing affordable to ION
income households in Carlsbad.
Table 1.3: Redevelopment Housing Set Aside - Planned vs. Available Funding
Carlsbad
Redevelopment Description Planned Available
Agency Funding Funding
20% Housing Set- Redevelopment Housing Set-Aside funds are $2,319,000 $2,319,000
Aside Funds equal to 20% of the total annual tax increment
received by the Carlsbad Redevelopment
Agency each fiscal year. The amount of funds
available represents the Set-Aside Fund
balance as of June 30, 1993.
TOTAL $2,319,000 $2,319,000
B. Investment of Available Resources
The following sources of funds were available during federal fiscal year 1993 and were
expended to providing affordable and supportive housing activities to lower and
moderate-income households:
1. Communitv Development Block Grant Program
The activities approved for funding under the CDBG program during FY 1992-93, serve
low and moderate-income individuals and households from Carlsbad. The total
allocation for CDBG projects during this reporting period was $390,000. Of the total
allocation, $236,200 or 61 Yo was allocated to affordable or supportive housing services.
A total of $1 01,752 or 16 percent of the total available funds was expended on affordable
or supportive housing related activities.
The following table summarizes the projects funded by CDBG that pertain to affordable
or supportive housing activities;
Annual Performance Report: Part I Page 3
CITY OF CARLSBA Q 0
COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS)
Table 2.1: CDBG Funds Expended
ActivitylRecipient Description Resources Funds Available Used
NoCoSlA Case management services for seniors to $800 $800 promote independent living
Community Service Support services for persons with disabilities to $800 $800
Center for the Disabled assist with independent living
Catholic Charities Case management services for homeless men $13,522 $14,678
Catholic Charities Shelter for homeless males $48,100 $47,500
North County Lifeline Housing services $7,750 $4,450
Casa de Amparo Emergency shelter for abused, neglected or $12,400 $0 abandoned children
Western Institute Day care facility for victims of Alzheimer’s $7,250 $7,250
Foundation for Mental Disease
Health
Fraternity House Supportive housing for persons with AIDS $4,800 $4,800
Affordable Housing Funds received for preparation of an affordable $523,403 $9,285
Reserve Fund housing site survey
Paint-a-thon Program Rehabilitation of the exterior of owner occupied $14,431 $12,189
housing units
housing forums in four quadrants of the City North Coast Housing Funds to conduct community based affordable $5,000 $0
TOTAL $638,256 $1 01,752
A total of $163,000 was allocated to the affordable Housing Reserve Fund during thi:
reporting period and a total of $9,285 was expended. The total fund balance of this
account is $514,118. Funds from this account will be used for property acquisition (lanc
and/or units) Ar
application for an affordable housing project is currently being processed. The City
anticipates awarding these funds during FY 1993 for acquisition of the site for this
project. In addition, several other potential affordable housing projects are in the
planning stages and any remaining funds may be awarded for these future projects.
to facilitate the creation of additional affordable housing units.
During 1992-93, the City of Carlsbad addressed the needs of homeless individuals and
families in Carlsbad by funding five homeless shelters. The Vista National Guard Armory
was made available for the homeless during inclement weather and was operated by
North County Lifeline (non-profit organization). The City provided funding for North
County Lifeline in the amount of $7,650 to operate the shelter in the North County. A
new emergency shelter (La Posada de Guadalupe, was developed for homeless men,
particularly farm workers. This facility provides shelter, food, rest room facilities, and
educational programs for up to 50 persons. The City provided a total of $48,100 for
start-up expenses associated with the shelter. The Good Samaritan Shelter is operated
by Catholic Charities and the Ecumenical Service Center and serves single homeless
Page 4 Annual Performance Report: Part 1
0 e CITY OF CARLSBA
COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHA:
men. The City provided $10,400 for case management services associated with th
shelter. The City allocated $12,400 to Casa de Amparo to assist in the developmer
costs for a new emergency shelter for abused, neglected or abandoned childrer
Fraternity House is a shelter for individuals living with HIV or AIDS. The City provide
$2,800 for operating expenses to keep this AIDS shelter open. For 1992-93, the Cii
contributed a total of $56,350 in CDBG funding to develop or operate shelters whic
serve homeless individuals and families.
All CDBG program funds were allocated to projects or organizations that are locatel
within Carlsbad or provide services to North County residents including residents c
for projects or organizations located within Carlsbad. Of those funds specifically to b
used within Carlsbad, the City has allocated funds not only where there is a need bt
has allocated funds to be used throughout the entire city thereby reducing thc
concentration of invested funds in any one area of the City. The Paint-a-thon progran
funds have been invested mainly in the Northwest Quadrant of the City. The Affordablc
Housing Reserve fund is currently being negotiated to be expended on property withii
the Southwest Quadrant. The La Posada de Guadalupe homeless shelter sponsorec
by Catholic Charities is located in the Northeast Quadrant. The Affordable Housin!
Forum to be conducted by the North Coast Housing Foundation will be used to conduc
forums in each of the four quadrants of the City.
All CDBG program funds are leveraged with other sources of income, such as othel
federal, state, local and private funds. For all of the organizations allocated CDBC
program funds in 1992-93, these funds do not cover all of their costs and are mere11
leveraged with other sources of income to operate the funded program.
Specifically, the City will be submitting an application to the State for HOME funds and
intends to provide $250,000 in matchina funds from the Redevelopment Housing Sei
Aside budget. The City is currently negotiating the use of CDBG program funds tc
acquire property to be leased to a non-profit organization for the development of a0
affordable housing project of approximately 344 units.
Carlsbad. A total of $194,100 (82 percent) of the CDBG allocations for 1992-93 wer
2. Section 8 Rental Assistance Proqram
The Carlsbad Housing Authority provides rental assistance for very low-income
households. This federally funded program provided enough assistance to subsidize up
to 473 households. For FY 1992-93, the Carlsbad Housing Authority received and
expended a total of $2,138,810 for housing assistance payments, and $301,016 for
program administrative costs.
The majority of very low-income households (70 percent) assisted through the Section
8 Rental Assistance Program, reside in the northwest quadrant of the City of Carlsbad.
A total of 60 very low-income households reside outside of the city limits. The federal
regulations allow for the households to qualify for rental assistance and live in any
Annual Performance Report: Part I Page 5
Carlsbad Redevelopment
Agency Description Resources Funds
Available Used -
20% Housing Set-Aside Fnds used for planning and administrative $2,319,000 $81,437
Funds expenses.
TOTAL $2,319,000 $81,437
0 0 CITY OF CARLSBAI
COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAI
The Housing & Redevelopment Department has worked with numerous for-profit an1
non-profit developers on potential new construction and acquisition/rehabilitation projects
Several projects amounting to over 1,068 units are currently being proposed to satisf
affordable housing requirements of new developments as called for by Section 21.85 c
the City’s Municipal Code. Of the 1,068, 344 units have already been recommended fc
approval by the Planning and Housing Commission and awaits consideration by the Cit:
Council in October 1993. It is expected that significant progress will be made durin!
1993 in committing the Redevelopment Set-Aside funds to these projects.
The City intends to leverage, to the maximum extent feasible, Redevelopment Set-Asidc
funds with other funding sources to develop, maintain and presewe lower-jncomf
affordable units throughout the entire city thereby reducing the impact of housing on an)
one area within Carlsbad. More specifically, a HOME application is being prepared anc
will be submitted to HUD for funding consideration. Redevelopment Set-Aside Funds ir
the amount of $250,000 is being proposed to be used to leverage up to a million dollar5
for a tenant based rental assistance program.
C. Households and Persons Assisted
The following sources Of funds were expended during federal fiscal year 1993 and
provided affordable and supportive housing activities for lower and moderate-income
households:
1. Communitv Development Block Grant Proqram
A total of 846 low and/or moderate-income households and/or persons were assisted
with Community Development Block Grant funds allocated for 1992-93. The following
table represents the number of families assisted with housing and/or supportive services
during the reporting period:
Table 3.1 : CDBG Funded Projects - HouseholdslPersons Assisted
ActivityiRecipient Description Households
/Persons
Assisted
NoCoSlA Case lllatlagement Services for seniors to promote independent 27
living
Community Service Support services for persons with disabilities to assist with 23
Center for the Disabled independent living
Catholic Charities Case management services for homeless men 300
Catholic Charities Shelter for homeless males 50
North County Lifeline Housing services 72
0
30 1
Casa de Amparo Emergency shelter for abused, neglected or abandoned children
Western institute
Foundation for Mental
Health
Day care facility for victims of Alzheimer’s Disease
Annual Performance Report: Part I Page 7
CITY OF CARLSBAe e COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS)
ActivitylRecipient Description Households
{Persons
Assisted
Fraternity House Supportive housing for persons with AIDS 41
Reserve Fund
Affordable Housing Funds for property acquisition (land and/or units). 0
Paint-a-thon Program Rehabilitation of the exterior of owner occupied housing units
four quadrants of the City
32 ~
0
TOTAL HOUSEHOLDSlPERSONS ASSISTED 846
North Coast Housing Funds to conduct community based affordable housing forums in
As shown above, during 1992-93, the City of Carlsbad addressed the needs (
homeless individuals and families in Carlsbad by funding five homeless shelters. Th
weather and was operated by North County Lifeline (non-profit organization). Nod
County Lifeline was able to assist 72 persons through the Vista National Guard Armor
in the North County. A new emergency shelter (La Posada de Guadalupe, wa!
developed for homeless men, particularly farm workers. This facility provides shelter
food, rest room facilities, and educational programs for 50 persons. The Gooc
Samaritan Shelter is operated by Catholic Charities and the Ecumenical Service Cente
and serves single homeless men. The Good Samaritan Shelter housed approximatel;
300 men during 1992-93. The City allocated $12,400 to Casa de Amparo to assist ii
the development costs for a new emergency shelter for abused, neglected or abandoneL
children. However, development of the new emergency shelter has not begun due tc
issues of project feasibility and therefore, no persons were assisted by this shelter
Fraternity House is a shelter for individuals HIV or AIDS and provided supportive housins
for 41 persons. For 1992-93, the funding of these shelters assisted these non-profi
organizations to provide shelter for 463 homeless persons.
The Paint-a-thon program was able to assist 32 households with the exteriol
rehabilitation of their homes. Approximately 5 very very low-income (0 to 30% of MFI),
?I very low-income (31 to 50% of MFI), and 16 low-income (51 to 80% of MFI)
homeowners were able to paint the exterior of their homes.
2. Section 8 Rental Assistance Proqram
Vista National Guard Armory was made available for the homeless during inclemer
A total of 473 CertificatesNouchers have been allocated to the Carlsbad Housing
Authority for Section 8 Rental Assistance. Approximately 460 households received
assistance during FY 92-93. The following table represents the number of families (by
category) assisted with housing during the reporting period:
Page 8 Annual Performance Report: Part I
-
Household Category Description Households Assisted as of
08/30/93
231
21 9
Elderly, Disabled,
Handicapped
Low-Income Families
Families in this category include those households which
have annual incomes less than 50% of area median
Families in this category include those households which
have annual incomes less than 50% of area median
Homeless Households 10
TOTAL HOUSEHOLDS 460
ASSISTED
CITY OF CARLSBA 4 c
COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS)
Furthermore, the established goals for low-income renters and homebuyers were tc
aggressive for the City to pursue because of the anticipated adoption of the City
lnclusionary Housing Ordinance early in 1992-93, the hopeful recovery of the Californi
economy, and the anticipation of establishing a Mortgage Credit Certificate program i
Carlsbad. With an lnclusionary Housing Ordinance adopted in the early part of 1992-9:
it was expected that projects such as the 9 units for low-income first time homebuyer
constructed in 1992-93. However, the lnclusionary Housing Ordinance did not becom
effective until May 21, 1993 and therefore, there was no mandatory requirement tc
provide housing for lower-income households until the later part of 1992-93.
In addition, it was anticipated that the sagging California economy would soon be makin!
a recovery and developers and builders would begin to pick up the business c
residential construction. However, the poor current and continuing state of the Californii
economy is evidenced by the few residential building permits issued in 1992-93.
No first-time home buyers were assisted in 1992-93. The City anticipated establishins
a Mortgage Credit Certificate program to assist low-income households with the
purchase of their first home. However, no funds were available for the Mortgage Credi
Certificate program. The City has not and will not be able to establish this program unti
funding becomes available.
approved by the city Council would begin to be developed, approved, and actual1
The goals for assisting homeless persons (712 persons) in 199243 were based on homeless persons assisted by non-profit organizations receiving funding from the CDBG
program in 1991-92. The method most often used to estimate the number of homeless
persons to be assisted in the future is to examine past performance. However, for 1992-
93 these organizations did not serve as many homeless persons as in the previous
years. The non-profit organizations receiving funding from the CDBG program in 1992-
93 provided shelter for 563 .homeless persons.
The goals for assisting non-homeless persons with special needs (1,192 persons) in
1992-93 were based on such persons assisted by non-profit organizations receiving
funding from the CDBG program in 1991 -92. This assumption incorrectly included
persons who received supportive services only, such as supportive services to promote
independent living. An assisted non-homeless person with special needs is considered
assisted only if the supportive services is linked to the acquisition, rehabilitation, or new
construction of a dwelling unit or the provision of rental assistance. Therefore, the goals
that were established for 1992-93 were too high. With consideration of the definition of
an assisted person, there were approximately 89 disabled persons who were provided
rental assistance with Section 8 certificateslvouchers. However, these persons are
included within the assisted very low-income renter category.
Page IO Annual Performance Report: Part I
4. Table 1.
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* CITY OF CARLSB B e
COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) -
5. Documentation of Assistance Provided
The Carlsbad Housing Authority has maintained documentation of assistance providc
to each household receiving assistance during the period between October 1, 1992 ar
September 30, 1993. The provisions of the Section 8 program require files to t
maintained for each household assisted with federal Section 8 Rental Assistance Fund In addition, provisions of the program require annual recertification of all prograr
participants for compliance with current eligibility criteria. The criteria includes evaluatic
of changes in income, family composition, and compliance with housing quality standarr
for unit inspection.
D. Other Actions Undertaken
1. Public Policy In an effort to remove or ease the negative effects of public policies affecting th
following activities:
availability of affordable housing in the City of Carlsbad, the City began work on th
a. As a result of a Customer Service Workshop to determine ways in which thi
Community Development Department could improve service delivery to the public, thl
City is reviewing and considering revising, where appropriate: 1) various projec
application requirements, 2) project review procedures, 3) environmental revie\
procedures, 4) fee payment schedules (or policies for subsidies), and or 5) other Cit
policies and procedures which have been identified by the development community a:
having a negative impact on their efforts to develop affordable housing in Carlsbad.
b. City Council adopted a Density Bonus Ordinance, which would providf
incentives to developers for the production of housing affordable to lower and moderate
income households and senior citizens. The ordinance would permit a "minimun
increase of at least 25 percent over the number of apartments within the existin!
structure or structures proposed for conversion'' or "25 percent Over either the Growl
Management Control Point of the applicable General Plan designation or the otherwise
maximum allowable residential density as specified by the applicable master plan 01
specific plan, at the time of application."
In return, the developer would be guaranteeing that a minimum of 50 percent of the units
for seniors; 20 percent of the units for low-income households or 10 percent for very low-
income households. In accordance with provisions of the Ordinance, these units musi
remain affordable for a minimum of 30 years.
c. City Council adopted an lnclusionary Housing ordinance, which requires that
a minimum of 15 percent of all residential units approved in a Master Plan area, Specific
Plan area, and all other residential developments must be occupied and affordable to
lower-income households. Residential projects with 6 or fewer units may make an "ln-
lieu" contribution, consisting of funds, land or some other asset for use in providing
Page 12 Annual Performance Report: Part I
0 @ CITY OF CARLSBAI
COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAI
housing for lower-income households. For those residential projects where th
application for a discretionary permit is deemed complete or approval is granted prior t
May 21, 1993, the effective date of the lnclusionary Housing ordinance, an InC\usiOnal
Housing "Impact" Fee will be paid to the City for use in providing housing for lowe
in come house holds.
d. City Council adopted amendments to Title 21 of the City's Municipal Code t allow for modifications in development and design standards for affordable housin
projects, provided that the project is in conformity with the General Pian and adopte
plan. Modifications of development and design standards can include, but are not limite
to, density of use, parking, setbacks, open space, on-site recreational facilities, gradins
slopes, and points of ingress and egress.
goals and policies of the City, through application for approval of a Site developmer
e. The Carlsbad Planning Commission has recommended approval of a
affordable housing project which includes priority processing, modifications c
development standards, and subsidization of fees, and City participation, in the from c
acquiring the property and leasing it to the development for a nominal fee, within thf
southwest quadrant. The City Council will consider approval of this project in Octobe
1993. The project will result in the new construction of 344 rental units, of which all wil
be affordable to lower-income households. Of the 344 units, 103 units are affordable a
60 percent of the area median, and 241 units are affordable at 50 percent of the are:
median.
2. Institutional Structure
a. City Council adopted an ordinance establishing a nine-member Housin!
Commission to assist in facilitating the development of affordable and supportive housin!
activities. The Housing Commission reviews and makes recommendations to the Citb
Council on affordable housing projects and housing policies, programs, and regulations
The Housing Commission held its first meeting on July 29, 1993 and continues to meei
once a month.
b. The City has been engaged in a number of network building activities witt
governmental and private for-profit and non-profit sector. This has included participatior
in the newly formed Building Industry Association Affordable Housing Committee. The
City's Housing and Redevelopment Director continues to represent the City and the
region on the Advisory Council to the San Francisco District Federal Home Loan Bank
Affordable Housing Program. The City is also represented on the North County Coasta
Coalition for the Homeless, the Community Housing Resource Board, and the
Community Agency Interchange meetings for North San Diego County. The City also
participates in a County wide CDBG grantee's coordinator meeting.
Annual Performance Report: Part I Page 13
CITY OF CARLSB II) @
4 COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS)
3. lnterqovernmental Cooperation
a. During this reporting period, the City of Carlsbad continued its administratic
of affordable housing activities. Projects funded through the U.S. Department of Housin
and Urban Development included the City's Section 8 Rental Assistance Program whic
"Vouch e rs" and "Certificates" . subsidizes the rental costs of low-income families through the issuance of prograi
b. The City is in its fourth year of "entitlement status" in the administration (
federally funded programs from HUD's CDBG program. Prior to Entitlement status, tt-
City was involved with the County of San Diego's Urban County Program ,
administration of CDBG funds.
c. The City of Carlsbad has approached the County of San Diego regarding th
administration of rehabilitation program on behalf of the City. The City is current1
drafting an agreement between the City and the County.
4. Public Housinq Improvements
The City of Carlsbad does not have any public housing.
5. Public Housing Resident initiatives
The City of Carlsbad does not have any public housing.
6. Lead-Based Paint Hazard Reduction
The City of Carlsbad continues to provide all households receiving Section 8 rents
assistance a flyer regarding the hazards of lead based paint, treatment for leac
poisoning, precautionary measures to avoid lead poisoning, and the advisability anc
availability of blood screening for lead poisoning.
7. Affirmatively Furtherinq Fair Housing
a. The City has renewed its agreement with Heartland Human Relations
Association (HHRA) to provide fair housing services, which includes counseling,
tenantllandlord mediation, education seminars, and to mitigate and/or prevent housing
discrimination practices. HHRA responded to 114 complaints and inquiries from tenants
and landlords.
b. City staff has revised and completed a fair housing survey for distribution to
Carlsbad residents. The survey was translated into Spanish. Staff is currently working
on the method of distribution. The results will be tabulated and analyzed during FY
1994.
Page 14 Annual Performance Report: Part I
0 @ CITY OF CARLSBA
COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHA! -
PART II. ASSESSMENT OF ANNUAL PERFORMANCE
A. Assessment of Performance
The following is an assessment of the City’s effectiveness of performance during th
reporting period in achievement of the City’s overall five year strategy objectives ar
priorities for affordable housing assistance to low and very low-income households:
1. Develop New Construction
a. The City worked with numerous for-profit and non-profit developers on potenti,
new construction and acquisition/rehabilitation projects. Several projects amounting 1
over 1,068 new housing units are being proposed to satisfy affordable housir
requirements of new developments as called for in Section 21.85 of the City’s Municip
Code.
b. The City worked with the following non-profit organizations regarding affordab
housing projects: e.g., Revisions Resources, Inc., Esperanza International, Clousir
Opportunities, Inc., Bridge Housing, Inc., North Coast Housing, and RANCHO.
c. The City adopted an amendment to the Carlsbad Municipal Code to establis
requirements for the reservation and affordability of housing units for lower-incon-
households in residential projects under a Citywide lnclusionary Housing Program ar
the payment of an In-lieu or lnclusionary Housing Impact Fee in specified circumstance:
d. The City adopted an amendment to the Carlsbad Municipal Code to establis
requirements for the reservation and affordability of housing units for moderate an
lower-income households in residential projects under a Citywide Residential Densil
Bonus Program. In addition, the City adopted amendments to the Land Use Element (
Carlsbad’s General Plan to permit additional density increases in many areas of the Cil
for the development of housing affordable to lower-income households.
e. The City adopted an amendment to the Carlsbad Municipal Code to allol
modifications in development and design standards through application for approval (
a site development plan for affordable housing projects.
f. The City has adopted an lnclusionary Housing In-Lieu Fee and an lnclusionar
Housing Impact Fee, as required by the City’s lnclusionary Housing ordinance. Thesl
fees will be deposited into a proposed City of Carlsbad Housing Trust Fund. ~
established, the funds from the Housing Trust Fund will be devoted exclusively ti
affordable housing projects.
Annual Performance Report: Part I Page 1
c - CITY OF CARL& Q
COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) .
g. The City has begun research on the establishment of a non-residential housir
impact fee. Depending upon the findings of the study and City Council direction, no1
residential uses, such as commercial and industrial uses, may be assessed an impa
fee linking lower-income jobs created with housing demand. If established, the fund
from the non-residential impact fee will be devoted exclusively to affordable housin
projects and deposited into a proposed City of Carlsbad Housing Trust Fund.
h. The creation of a City of Carlsbad Housing Trust Fund is proposed for depos
of the revenue generated by the proposed In-lieu and Impact Fee provisions of the City
lnclusionary Housing ordinance and if established, the Non-Residential Housing Impac
Fee. The funds from the Housing Trust Fund will be devoted exclusively to affordabl
housing projects.
i. The City has approved a Separation Agreement with the County of San Diegc
which will return $507,451.55 to the City’s Line of Credit from County’s Line of Credi
in regards to their administration of an earlier Urban County Residential Rehabilitatio
program. The City has combined this money with funds currently held in the City’
Affordable Housing Reserve Fund for use on affordable housing activities.
j. City Council has approved an affordable housing project in the northwes
quadrant of Carlsbad under the City’s Senior Housing ordinance. The project will resul
in new construction of 76 rental units, of which 90 percent will be occupied anc
affordable by low-income senior citizens.
k. City Council will consider in October 1993 approval of an affordable housins
project which includes priority processing, modifications of development standards, an(
subsidization of fees, and City participation, in the form of acquiring the property anc
leasing it to the development for a nominal fee, within the southwest quadrant. The
project will result in new construction of 344 rental units, of which all will be affordable
to lower-income households. Of the 344 units, 103 units are affordable at 60 perceni
of the area median and 241 units are affordable at 50 percent of the area median.
2. Acquisition of FacilitiesIHousinq Units
a. The City had strongly supported North Coast Housing with their bid to acquire
and rehabilitate a 40 unit apartment project. An offer was made with the support of the
City to purchase the property. However, another offer was accepted.
The City is continuing to identify potential sites for acquisition and rehabilitation to
maintain the existing housing as affordable to lower and moderate-income households.
The City is also continuing to negotiate with non-profit organizations regarding the
acquisition and rehabilitation of such housing with funding assistance from the City of
Car Is b ad Red eve lop men t Ag en cy Set-Asi d e fun d .
Page 16 Annual Performance Report: Part I
*
I @ @ CITY OF CARLSBA
COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHA!
3. Provide Moderate andlor Substantial Rehabilitation
a. The City has approached the County of San Diego Housing and Communi
Development Department regarding administration of a residential rehabilitation prograr
It is anticipated that an agreement will be entered into with the County by January 199
Currently, the City has $90,000 allocated from CDBG funds for the rehabilitation of own
occupied single family housing units.
b. In 1992-93, a total of 32 vouchers for the City's Paint-a-thon program wei
issued and reimbursed. This vouchers were used by lower-income homeowners
purchase paint and other needed supplies to paint the exterior of their home.
4. Provide Rental and/or Homebuver Assistance
a. The Carlsbad Housing Authority continued administration of the HUD Sectic
8 rental assistance program. The program provided rental subsidies to approximate
473 very low-income households during FY 1992-93. Staff will be preparing i
application to HUD for an additional 100 vouchers and certificates during FY 1993-94
b. The City has completed and is currently distributing a Resource Booklet whic
includes information pertaining to financial sources available to assist in the developmer
costs of rental housing units and home buyer assistance programs which are availabl
in this region. This Resource Booklet provides basic information about assistanc
opportunities for homeownership, such as mobile home park ownership and mortgag
programs available from a number of sources.
c. The City also intends to pursue the Mortgage Credit Certificate program. P
of June 30, 1993, funding allocations for the Mortgage Credit Certificate program are nc
available. It is anticipated that funding allocations will be made for this program in 1992
1994. The City intends to apply for the Mortgage Credit Certificate program. The Cit
has been involved in discussions regarding participation in a regional MCC program t
be applied for in the early part of 1994.
5. Provide Support Facilities and Services
a. The City of Carlsbad Housing and Redevelopment Department continued t
of 846 persons were assisted with housing related services. Based on the Cornmunit
Development Plan, the City Council awarded the entitlement allocation to projects whic
benefitted affordable housing efforts as well as housing support activities.
administer the federally funded Community Development Block Grant program. A tot;
Annual Performance Report: Part I Page 1'
*d CITY OF CARLSB d) e
COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS)
B. Future Actions
The following is a discussion of future actions the City proposes to take, or changes
the City’s five-year strategy proposed to make as a result of assessing the City’s annu
CHAS performance.
1. The City’s general policy strategies for affordable housing have not changt
since the CHAS five-year plan was originally developed. The priorities for assistanc
include:
a. Develop new construction;
b . Acq u isitio n of facil ities/h ousi ng ;
c. Provide mod e rate/su bsta n tial re habilitation;
d. Provide rentaVhomebuyer assistance; and
e. Provide support facilities and services.
2. Priorities will be revised to establish priorities for target groups by incorr
group, family category, and tenure rather than by general strategies/programs. Tt-
priorities for assistance of target groups include:
a. Very low-income or low-income households;
b. Elderly, non-elderly small related, non-elderly large related households, or a
others; and
c. Renter, existing homeowner, or first time homebuyer.
Page 18 Annual Performance Report: Part
8- m * CITY OF CARLSBA
COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHA!
5
APPENDIX A
Description of Process for Public Review and Comment
A draft of this document was distributed to appropriate local City officials for prelimina
review as well as local persons andlor organizations (Le. Legal Aid Society, servic
providers, non-profitlfor-profit developers, etc.) who expressed an interest in tl-
Comprehensive Housing Affordability Strategy Annual Performance Report. A notic
was also published in a local general circulation newspaper and notices mailed ,
interested parties to inform the public that the City of Carlsbad’s CHAS Annu
Performance Report for Federal Fiscal Year 1993 was available for a 30 day pub1
review and comment period and a public hearing was scheduled for December 9, 19s
before the City’s Housing Commission and December 14, 1993 before the City Counc
The City of Carlsbad held a public hearing during the public review and comment peric
to accept comments, to adopt the CHAS Annual Performance Report, and to authoriz
submittal of the final draft to the Department of Housing and Urban Development. 1
citizen comments which were received during the public hearing of during the pub1
review and comment period are attached as a summary in Appendix B - Summary (
Public Comments of this report.
Appendix A Page I!
‘I 0 CITY OF CARLSBAI
8 COMPREHENSlVE HOUSING AFFORDABILITY STRATEGY (CHAS
t
APPENDIX B
Summary of Public Comments
As of October 31, 1993, no public comments have been received,
Appendix B Page i