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Home My WebLink About1994-12-13; City Council; 12945; AUTHORIZE THE SUBMITTAL OF THE CITY OF CARLSBAD'S COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) ANNUAL PERFORMANCE REPORT TO HOUSING AND URBAN DEVELOPMENT (HUD)// '9 u L e e CIN OF CARLSBAD - AGENDA BILL L AUTHORIZE THE SUBMITTAL OF THE CITY OF RECOMMENDED ACTION: Adopt Resolution No. 9 qT 32 1 AUTHORIZING the Housing and Redevelopmet to submit the City of Carlsbad's Draft Comprehensive Housing Affordability Strates Annual Performance Report for Fiscal Year 1993-94 for the Community Developn Grant Program to the U.S. Department of Housing and Urban Development (HUD) The City of Carlsbad's Draft Comprehensive Housing Affordability Strategy (CHA Performance Report for Fiscal Year 1993-94 has been prepared to meet the requir the Federal Community Development Block Grant (CDBG) Program. The City of Carlsbad has an approved CHAS for the five-year period beginning C 1993 to September 30, 1998 and a CHAS Annual Plan for Fiscal Year 1993-94. of the five-year period of the CHAS, a one-year CHAS plan and an annual performa for the ending fiscal year must be submitted to the U.S. Department of Housing l Development (HUD) for review and approval. The purpose of the CHAS Annual Pel Report is to: 1 ) report on progress in carrying out the CHAS Annual Plan; and 2) City's annual performance in relationship to meeting the City's overall five-year pri The City's CHAS Annual Performance Report for Fiscal Year 1993-94 has been pi submission to HUD. In order to remain eligible for CDBG funding in fiscal year 19 City of Carlsbad must submit the CHAS Annual Performance Report by December Regulations for this CHAS Annual Performance Report require a thirty (30) day pu and comment period. The "public review and comment" period for the CHI Performance Report was initiated on November 1, 1994. Therefore, comments wer until 5:30 pm on December 1, 1994. Upon receipt of verbal and/or written comr the public during such period, the CHAS Annual Performance Report will be revisec a summary of comments received as a result of the public participation proce submission to HUD for review and approval. The Draft CHAS Annual Performance Report for Fiscal Year 1993-94 was prese Housing Commission on December 8, 1994. The purpose of that hearing wa: public comments on tdCHAS Annual Performance Report and to develop a recon from the Housing Commission to the City Council on this draft document. presentation of the public comments received and the Housing Commission's recon will be presented to City Council. P AI _N fI - - 3- i-r. e# - sz vo ZH DE+ ov V4 bl 0 a Page 2 AB# /h,?Y5 L FISCAL IMPACT: With an approved CHAS Annual Performance Report, the City is eligible to receive ( funds during fiscal year 1995-96. A grant agreement will not be executed by the U Department of Housing and Urban Development until the Carlsbad CHAS is adoptec submitted to their office for review and approval. EXHIBITS: 1. Resolution No. qq-3’Luthorizing the Housing and Redevelopment Director to SI City of Carlsbad‘s CHAS Annual Performance Report for Fiscal Year 1993-94 fc Community Development Block Grant Program to the U.S. Department of Housi Urban Development. 2. City of Carlsbad CHAS Annual performance Report for Fiscal Year 1993-94 (or the City Clerk’s Office). L \ k 1 2 9 4 5 6 7 8 9 10 I’ 12 13 14 15 16 17 l8 19 20 21 22 23 24 25 26 27 28 0 e CITY COUNCIL RESOLUTION NO. 9 4 - 3 2 1 A RESOLUTION OF TRE CITY COUNCIL OF THE CITY OF CARISBAD APPROVING THE SUBMITTAL OF THE COMPREHEN§IVE HOUSING AFFORDABILITY STRATEGY TO THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT WHEREAS, the City Council of the City of Carlsbad, California, at the meeting held on December 13, 1994, considered the Comprehensive Housir Affordability Strategy (CHAS) Annual Performance Report for Fiscal Year 1993-94 fc the City’s Community Development Block Grant program; ANNUAL PWORMANCE REPORT FOR FISCAL YEAR 1N3-94 WHEREAS, the City Council of the City of Carlsbad, California approves ti submittal of the CHAS Annual Performance Report for Fiscal Year 1993-94 for tl City’s Community Development Block Grant program to the U.S. Department 1 Housing and Urban Development; and WHEREAS, the City of Carlsbad is committed to continuing to provide lo income housing in the City as is outlined in the Housing Element of the General Plan a in the Comprehensive Housing Affordability Strategy (CHAS), a five year plan increase assisted housing, which is required by HUD. NOW, THEREFORE BE IT HEREBY RESOLVED by the City Council follows ; 1. 2. The above recitations are true and correct. The City Council approves the submittal of the Comprehensive Housj Affordability Strategy Annual Performance Report for Fiscal Year 1993-94 the City’s Community Development Block Grant program. The City Council hereby authorizes the Housing and Redevelopment Direct01 execute documents required for the submittal of said Document. 3. .... .... L h 1 2 3 4 5 6 7 8 9 10 ’’ 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 ll 0 * PASSED, APPROVED AND ADOPTED at a regular meeting of thc City Council of the City of Carlsbad, California, held on the 13th day of December 1994, by the following vote, to wit: AYES: NOES: None ABSENT: None ABSTAIN: None Council Members Lewis , Nygaard, Kulchin, Finnila, Hall ATTEST: a ALETHA RAVE”Z, City Cltjkk J (SEAL) c 0 @ L COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY ANNUAL PERFORMANCE REPORT OCTOBER 1993 to SEPTEMBER 1994 CITY OF CARLSBAD HOUSING AND REDEVELOPMENT DEPARTMENT - e 0 L THE CITY OF CARLSBAD COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) ANNUAL PERFORMANCE REPORT OCTOBER 1993 to SEPTEMBER 1994 PREPARED BY THE HOUSING AND REDEVELOPMENT DEPARTMENT CITY OF CARLSBAD 1200 CARLSBAD VILLAGE DRIVE CARLSBAD CALIFORNIA 92008 (61 9) 434-281 1 CITY OF CARLSBAD COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS] a 0 - PART 1. ANNUAL PERFORMANCE A. Resources Made Available Within the Jurisdiction The following sources of funds were available during Federal Fiscal Vear (FV) 1993 fol the purpose of providing affordable and supportive housing activities to lower anc moderate-income households: 1. Communitv Develorsment Block Grant Program Community Development Block Grant (CDBG) funds are received from the U.S Department of Housing and Urban Development on an annual basis. The City 0; Carlsbad was entitled to receive $51 2,000 in new CDBG funds and $507,451.55 from a one time transfer of funds from the County of San Diego's Letter of Credit to the City's, for a total of $1,019,451.55 in available CDBG funds. For the FY 1993-94 planned allocation, $455,201.55 (45 percent) was awarded for affordable 01 supportive housing activities. Included in the total $1 ,I 28,581.37 actually available for affordable or supportive housing activities is an allocation of $871,089.24 (77 percent of these CDBG funds) for the Affordable Housing Reserve Fund. The table below includes a list of the projects funded, description of the activities, plannec (includes balance from previous years). available funding (approved for the current FYI, and total funds actually availabk Table 1.1 : CDBG Funded Projects - Planned vs. Available Funding Activity/Recipient Description Planned Availa b I e Funding Funding Catholic Charities Good Samaritan House provides shelter $7,300 $6,144 for homeless men Existing balance ($1 ,I 56) homeless men. Existing Balance .$ 600 90 day emergency shelter for homeless individuals and couples Existing Balance $17,400 Catholic Charities La Posada de Guadalupe shelter for $3 9,500 $40,100 $0 $17,400 City of Oceanside Community Resource Homeless Prevention Program $9,000 $9,115 Center Existing Balance $ 115.29 North County Lifeline Housing services $1,000 $4,300 $10,000 $10,000 Women's Resource Center Existing Balance $ 3,300 Housing and case management for women & families suffering from domestic violence or abandoned children Existing Balance $ 9,713.54 and/or units) to provide affordable housing. Existing Balance $527,856.24 Casa de Amparo Emergency shelter for abused, neglected $5,000 $14,714 Affordable Housing Reserve Funds for property acquisition (land $343,233 $871,089 Fund 1993-94 Annual Performance Report Page ' 0 0 CITY OF CARLSBAD COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) . Activity/Recipient Description Planned Available Funding Funding Paint-a-thon Program Rehabilitation of the exterior of owner $0 $2,003 occupied housing units Existing balance $2,003.15 occupied homes. Existing Balance $1 13,547.60 Residential Rehabilitation Rehabilitation of single family owner $40,169 $153,716 TOTAL $455,201.55 $1 ,I 28,581.37 2. Section 8 Rental Assistance Proaram The Section 8 Rental Assistance Program is funded by the U.S. Department 01 Housing and Urban Development Department. This program is administered by the City of Carlsbad Housing Authority. The total amount of funds planned to be received for the Section 8 Rental Assistance Program, as indicated in Section Ill of the CHAS Annual Plan, was $2,839,300. Approximately 88 percent ($2,494,254) of the fund2 planned to be available were for housing assistance payments and 12 percenl ($336,046) for program administration. The amount of funds actually received for the Section 8 Rental Assistance Program was higher than anticipated in the CHAS Annual Plan due to the approval of 3C additional Section 8 Certificates/Vouchers, with funding effective November 1 993 The actual FY 1993-94 Section 8 Rental Assistance Program budget included a tota of $2,555,268 for housing assistance payments and $336,046 for program administration costs. Table 1.2: Section 8 Rental Assistance - Planned vs. Available Funding Section 8 Rental Planned Available Assistance Program Description Funding Funding Housing Assistance Amount of actual rental subsidies paid to $2,494,254 $2,555,268 Payments participating landlords on behalf of very low- income households. Maintains housing affordability at 30% of 50% of area median income. Authority staff salaries, benefits, and maintenanceloperating costs to operate the Section 8 Program, including $6,000 for audit expenses. Operating Costs Program administrative costs for Housing $336,046 $336,046 TOTAL 82,830,300 $2,891,314 Page 2 1993-94 Annual Performance Report CITY OF CARLSBAC COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHASI e 0 3, RedeveloDment Housing Set-Aside Redevelopment Housing Set-Aside funds are based on 20 percent of the total annua redevelopment tax increment received by the Carlsbad Redevelopment Agency. Tal increment revenues are based on 1 percent of the property taxes assessed within thf Village Redevelopment Area. Twenty percent of the tax increment revenues arc required to be set aside by California Redevelopment Law for housing purposes for low and moderate-income households. A total of $2,338,669 in Redevelopment Housin( Set-Aside funds was available during FY 1993 for the creation of housing affordablc to low-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 $2,338,669 $2,338,669 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 $2,338,669 $2,338,669 B. Investment of Available Resources The following sources of funds were available during Federal Fiscal Year 1993 anc were expended to provide affordable and supportive housing activities to lower anc moderate-income households: I. Communitv DeveloDment Block Grant Proaram The activities approved for funding under the CDBG program during FY 1993-94 serve low and moderate-income individuals and households from Carlsbad. The tota allocation for CDBG projects during this reporting period was $1,019,451.55. Of thc total allocation, $455,201.55 or 45 percent was allocated to affordable or supportivc housing services. A total of $925,599.53 or 82 percent of the total funds available for affordable or supportive housing related activities was expended. The following table summarizes the projects funded by CDBG that pertain to affordable or supportive housing activities: Table 2.1 : CDBG Funds Expended Activity/Recipient Description Resources Funds Catholic Charities Good Samaritan House provides shelter $6,144 $8,075 Catholic Charities La Posada de Guadalupe shelter for $40,100 $37,725 Available Expended for homeless men homeless men 1993-94 Annual Performance Report Page C d) 0 CITY OF CARLSBA COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) Activity/Recipient Description Resources Funds City of Oceanside 90 day emergency shelter for homeless S 17,400 $17,400 Community Resource Homeless Prevention Program $9,115 $9,115 Center North County Lifeline Housing services $4,300 $4,300 Women's Resource Center Housing and case management for $10,000 $10,000 Available Expended individuals and couples women & families suffering from domestic violence Casa de Amparo Emergency shelter for abused, neglected $14,714 $1 4,714 or abandoned children Affordable Housing Reserve Funds for property acquisition (land $871,089 $81 0,215 Fund and/or units) to provide affordable housing Paint-a-thon Program Rehabilitation of the exterior of owner $2,003 $2,003 occupied housing units $1 53,716 $12,052 Residential Rehabilitation Rehabilitation of single family owner occupied homes TOTAL $1 ,I 28,581.37 $925,599.53 Approximately $81 0,215 from the Affordable Housing Reserve Fund, which wa: established for the acquisition of property to be developed as affordable housing, wa3 expended to purchase a 21 acre site that will be leased to the Bridge Housing Corporation for the development of a 344 unit apartment project. The City receivec approval from the U.S. Department of Housing and Urban Development (HUD) for ar additional $1.2 million in a CDBG Section 108 loan to further assist in the lanc acquisition expenses for this 21 acre site. The Affordable Housing Reserve Fund's remaining balance of $60,874.15 may alsc be used for property acquisition (land and/or units) to facilitate the creation 0' additional affordable housing units. There are several other potential affordable housing projects in the planning stages and any remaining funds may be awarded foi these future projects. During 1993-94, the City of Carlsbad addressed the needs of homeless individuals and families in Carlsbad by funding five homeless shelters. The City contributed a total of $82,200 in CDBG funding to develop or operate shelters which serve homeless individuals and families. Ea Posada de Guadalupe was developed as an emergency shelter for homeless men, particularly farm workers. This facility provides shelter, food, rest room facilities, and educational programs for up to 50 persons. In 1993-94, the City provided $30,00C for development and improvement expenses associated with the shelter and $9,50C for the operation of the shelter Page 4 1993-94 Annual Performance Reporl CITY OF CARLSBAD COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) The Good Samaritan House is operated by Catholic Charities and Brother Benno‘s Foundation. This facility provides shelter, food, and case management services for single homeless men. The City provided $7,300 for operational costs associated with this shelter. During 1993-94, the City reallocated $17,400 in previously allocated CDBG funds from projects which had been canceled or completed with a surplus of funds to the City of Oceanside‘s Emergency Shelter for homeless individuals and couples. Funds were used for the leasing costs of the temporary structure and to provide electricity to the facility. The City allocated $5,000 to Casa de Amparo to assist in the refurbishment costs oi their facility for abused, neglected or abandoned children. Casa de Amparo provide: erriergency shelter for those children left temporarily homeless as a result of abuse neiglect or abandonment. Women’s Resource Center was awarded $10,000 in 1993-94. Women’s Resourcc Center provides shelter, for those women and their families left homeless as a resul. of domestic violence, and also case management services. All CDBG program funds were allocated to projects or organizations that are locatec within Carlsbad or provide services to North County residents including residents o Carlsbad. A total of $431,901.55 (95 percent) of the CDBG allocations for 1993-9l were allocated to affordable housing projects or supportive housing services locatec within Carlsbad. Of those funds specifically to be used within Carlsbad, the City has allocated fund: not only where there is a need but has also allocated funds to be used throughout tht entire city thereby reducing the concentration of invested funds in any one area of tht City. The Paint-a-thon program funds have been invested mainly in the Northwes Quadrant of the City. The Residential Rehabilitation Program is available to singlt family home owners throughout the City. The property acquired using the Affordablc Housing Reserve Fund is located within the Southwest Quadrant. The La Posada dt Gcradalupe homeless shelter sponsored by Catholic Charities is located in thc N c) rt heast Quad rant . 0 0 - - 2. Section 8 Rental Assistance Proqram The Carlsbad Housing Authority provides rental assistance for very low-incomf households. This federally funded program provided enough assistance to subsidizt up to 503 households. For FY 1993-94, the Carlsbad Housing Authority received an( expended a total of $2,555,268 for housing assistance payments, and $336,046 fo p ro g ra m ad mi n is t ra t i o n costs . A significant number of those very low-income households (40 percent), assistec through the Section 8 Rental Assistance Program, reside in the northwest quadran of the City of Carlsbad. A total of 73 very low-income households reside outside o 1993-94 Annual Performance Report Page ! - - 0 0 crry OF CARLSBAD CQMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) the city limits. The federal regulations allow for the households to qualify for renta assistance and live in any eligible housing unit within the State of California (port-out) In addition, some households receiving rental assistance from other Housinc Authorities have chosen to reside in Carlsbad (port-in). The Carlsbad Housing Authority is addressing the effects of impaction by targetinc other areas within the City of Carlsbad for future rental assistance. - - Table 2.2: Section 8 Rental Assistance Funds Expended !kction 8 Rental Resources Funds Used Assistance Program Description Available Housing Assistance Amount of actual rental subsidies paid to participating $2,555,268 $2,555,268 Pay rnents landlords on behalf of very low-income households. Maintains housing affordability at 30% of 50% of area median income. staff salaries, benefits, maintenance/operating costs to operate the Section 8 Program, including $6,000 for audit expenses. Operating Costs Program administrative costs for Housing Authority $336,046 $336,046 TCiTAL $2,89 1,3 14 $2,89 1,3 14 3. RedeveloDment Housing Set-Aside Funds 1 Of the $2,338,669, which was available in Redevelopment Housing Set-Aside Funds, a total of $100,727.13 was expended from the Redevelopment Housing Set-Aside Fund for planning and administrative expenses which are necessary for the production, improvement, or preservation of housing affordable to lower-income households. In order to develop affordable housing in Carlsbad, it is necessary for staff to meet regularly with local developers, non-profit organizations, and other interested parties who are willing and able to assist the City in meeting its housing needs. Table 2.3: Redevelopment Set-Aside Funds Expended Carlsbad Redevelopment Agency Description Funds Used 20% Housing Set-Aside Funds used for planning and administrative $100,727.13 Funds expenses. L TClTAL $ 100,727.13 The Housing & Redevelopment Department has worked with numerous for-profit and non-profit developers on potential new construction and acquisition/rehabilitation projects. Fourteen projects amounting to approximately 1,441 units are currently benng proposed to satisfy affordable housing requirements of new developments as called for by Section 21.85 of the City’s Municipal Code. Please see Appendix C to this report for a list of projects (approved and pending). Of the 1,441 units, 71 5 units Page 6 1993-94 Annual Performance Report - - CITY OF CARLSBAD COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS] have already been approved by City Council, with the 344 unit La Terraza apartmeni project to begin construction in November 1994. It is expected that significanl progress will be made during 1994 in committing the Redevelopment Set-Aside funds to these projects. Specifically, the City is working with a non-profit organization, MAAC Project, tc develop a 152 mixed income apartment project. MAAC Project has submitted ar application to the State for $500,000 in HOME funds. The City has committed E maximum of $500,000 in matching funds from the Redevelopment Housing Set Aside budget if MAAC Project is successful in its application for HOME funds. Additionally, the City committed $500,000 in Redevelopment Set-Aside funds for thc development costs associated with the production of the 344 unit La Terraz: apartment project. a e - . - 4. Leveraaing of Available Resources. The City's policy is to leverage, to the maximum extent feasible, the use of fund: available in the development of affordable housing and the maintenance anc preservation of existing housing throughout the entire city. The City supports the us€ of CDBG, HOME, and Redevelopment Set-Aside funds for predevelopment activitie: and "gap financing" by private and non-profit entities in their efforts to develoF aflordable housing, A111 CDBG program and Redevelopment Housing Set-Aside funds are leveraged witt other sources of income, such as other federal, state, local and private funds. For al of the organizations allocated CDBG program funds in 1993-94, these funds do no' cover all of their costs and are merely leveraged with other sources of income tc operate the funded program. Specifically, the development and construction of a 344 unit apartment project, Lz Terraza, represents a public/private partnership, with a non profit and privatc residential developer assuming the role as the primary provider of housing. Cit) assistance was provided in the form of: 1) purchasing the land with CDBG funds anc leasing it to the developer; and 2) a loan to assist with construction costs of thc p r (3 ject . More specifically, the MAAC Project has submitted an application to the State fo HOME funds. The City has made a commitment to provide $500,000 in matchin! funds from the Redevelopment Housing Set Aside budget if MAAC Project i: successful in its application for $500,000 in HOME funds. A below market rate interest loan, offered through a private financial institution, ir made available to low-income households interested in rehabilitating their single famib hame and who are also able to qualify for such a loan. In such circumstances, CDB( funds will be leveraged with the resources of a private financial institution to providc 1993-94 Annual Performance Report Page - - - 0 0 CITY OF CARLSBAD COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) this type of home improvement loan. C. Households or Persons Assisted The following sources of funds were expended during Federal Fiscal Year 1993 and provided affordable and supDortive housing activities for lower and moderate-income households: I. Communitv DeveloDment Block Grant Proaram A total of 3,000 low and/or moderate-income households and/or persons were assisted with Community Development Block Grant funds allocated in 1993-94. The following table represents the number of persons/families assisted with housing and/oi supportive services during the reporting period: Table 3.1 : CDBG Funded Projects - Households/Persons Assisted Households/Persons Catholic Charities City of Oceanside Community Resource Center North County Lifeline Housing services Women's Resource Center Casa de Amparo Affordable Housing Reserve Paint-a-thon Program Residential Rehabilitation La Posada de Guadalupe shelter for homeless men 90 day emergency shelter for homeless individuals and couples Homeless Prevention Program Housing and case management for women & families suffering from domestic violence Emergency shelter for abused, neglected or abandoned children Funds for property acquisition (land and/or units) to provide affordable housing Rehabilitation of the exterior of owner occupied housing units Rehabilitation of single family owner occupied Note: * The number of persons assisted may not represent an unduplicated count of those receiving benefi from the program/project. As shown above, during 1993-94, the City of Carlsbad addressed the needs o homeless individuals and families in Carlsbad by funding five homeless shelters. Li Posada de Guadalupe provided shelter, food, rest room facilities, and educationa programs for 371 homeless men. The Good Samaritan House provided shelter, food and case management services for 1,125 single homeless men (see note above). Page 8 1993-94 Annual Performance Repor CITY OF CARLSBAD COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS] e 0 - From February to May 1994, the City of Oceanside’s Emergency Shelter was home to 301 persons. Casa de Amparo provided emergency shelter for 344 children left temporarily homeless as a result of abuse, neglect or abandonment. Women‘s Resource Center provided shelter and/or case management to 11 2 families facing homelessness as a result of domestic violence. For 1993-94, the funding of these shelters assisted these non-profit organizations to provide shelter for 2,253 homeless persons/families (see note above). The Paint-a-thon program was able to assist five households with the exterior rehabilitation of their homes. Approximately three extremely low-income (0 to 30% of MFI), and two low-income (51 to 80% of MFI) home owners were able to paint the exterior of their homes. Only one very low-income mobilehome owner was assistec through the City’s Residential Rehabilitation Program. CDBG funds were used to purchase property for the purpose of facilitating the construction of a 344 unit apartment project, La Terraza, when constructed, will offei affordable housing to approximately 241 very low-income renter households and 102 low-income renter households. 2. Section 8 Rental Assistance Program A total of 503 Certificates/Vouchers have been allocated to the Carlsbad Housinc Authority for Section 8 Rental Assistance. As of October 1 , 1994, approximately 48E households are receiving Section 8 rental assistance. The following table represent5 the number of families (by category) assisted with housing during the reporting period Table 3.2: Section 8 Rental Assistance - Households Assisted where the head of household has a documented disability/handicap, regardless of age. isabled/Handicapped Those elderly & non-elderly households with a documented disability/handicap. on-Elderly Families Families in this category include those households where 21 2 (44%) the head of household is less than 62 years of age. omeless Households Those elderly & non-elderly households where the head of household has provided documentation of homeless Records are not maintained to determine those households with incomes below 3( percent of the median family income and those with incomes between 31 percent an( 50 percent of the median family income. Of those 485 very low-income household: with Section 8 certificates/vouchers, 56 percent (273 households) are elderly o disabled/handicapped, 77 percent (373 households) are small related households 1993-94 Annual Performance Report Page ! e e CITY OF CARLSBAD COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) including elderly and non-elderly, and 23 percent (1 12 households) are large related households, includes elderly and non-elderly. The are currently 9 households receiving Section 8 rental assistance that were given a federal preference for a homeless household. 3. RedeveloDment Housing Set-Aside A total of $100,727.1 3 or 4.3 percent of the available funds was expended from the Redevelopment Housing Set-Aside Fund for planning and administrative expenses. Ir order to develop affordable housing in Carlsbad, it is necessary for staff to meei regularly with local developers, non-profit organizations and other interested parties who are willing and able to assist the City in meeting its housing needs. For fisca year 1993-94, no lower or moderate-income households were provided housinc assistance through the use of Redevelopment Housing Set-Aside funds. Page 10 1993-94 Annual Performance Repor b Em a6 35 2 Fd! b 'Z pv 2 Fie as 00 I ZF @ 3; c"f 5z gg g 3; zg 52 t5: h; fig 5% ox A, 3 9!u e, II) Ih zz m- 50 30 05 c 2 : B irr! E 8P g ~ Lfjg PO% ; &$ r a g=:a = 2 i5 4. Table 1. v) 8 P 8 g -E3 P I +sag m C$$7 5 N rn N W c 4) P p. - - $35 s m kUW s In 0 125% g E;:" Sf ._ p 5 8d E Id g I 0 8 Y i2 9 m- m- zs ? - - z - +Bs +$ I E3 - 2- 0 N a :5 0 0 0 0 as 53 :g co rnE 0 0 0 0 @ &I c =< E525 I x- UrS 8g & 2 * !? a-2 E% 0 saEI d 730 0 N 0 - LIE +fG * e% LV a5 ,x- a E? gze c HI aa I 5 5; s gz i -6 ".8g a 9% ??5!C - b 52; lr lr: 89 8 0 - w.85' Ciild -u- 19' z 7 ssg: ES9g SrJZ "2% ;g$; ' Oil: a-- 8EW.C .ssg : 8:s *EO3 - z.'<t gs 8 oucg EN4 'pu, & %?E. (I siig: VO'J :* a' a 55 $4 E& EL E !$I.€ - un gk I Lo m * 0 8 -2 -s 0 ern e U E m L a 0 a Pa .c 8 0 1 8 a .av rSEl aqa - - r- b 0 - m wrn c 0 N c 01 -ne V TI >I - I- c Ern i: g$ 1; g - I $6= 55 -Jg -lo L a9 - mXg> =coo auP0 13 j5 8 gOa4 I $3:; de e2 ft $5 -2: - -0 18 53 is +I I !$E= IS go ;: E5 +: + r el d *: p*:;z Zzgd 0 0 CITY OF CARLSBAD COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) D. Goals Established and Actual Assistance Provided The City’s CHAS Annual Plan for Federal Fiscal Year 1993 established goals for providing housing assistance to lower-income households, as shown in CHAS Table 36 of such Plan. The established goals made assumptions that reflected an increase in the funding sources available and/or program availability and the early implementation of the Residential Rehabilitation Program. For 1993-94, the established goal of assisting 684 very low-income renter households was not met and only 503 very low-income renter households were assisted. The established goals for assisted very low-income households anticipated the City‘s successful application to the State for $1,000,000 from the federally funded HOME grant program. These funds were to be used to provide rental subsidy assistance ta an estimated additional 100 very low-income households. However, the City 01 Carlsbad did not receive this allocation. The established goals for assisted very low-income households also anticipated thc City’s successful application to the U.S. Department of Housing and Urbar Unification Program and 50 additional Section 8 Certificates/Vouchers under the Jul) 1993 HUD Notice of Funding Availability. The City was not successful in it5 application under the Family Unification Program but did receive HUD funding for ar additional 30 Section 8 CertificatesNouchers. The City anticipated that funds available for 1993-94 would be focused at providinl assistance to very low-income renters rather than low-income renters or first timc home buyers. As anticipated by the City, the funds available for 1993-94 were no‘ used to assist any low-income renters or first time home buyers. While no first-time home buyers were assisted in 1993-94. A regional Mortgagc Credit Certificate (MCC) program, with participation from seven jurisdictions withir San Diego County, was established to provide lower and moderate-income household! assistance in purchasing a home. The San Diego Regional MCC Program wa: successful in its application to the California Debt Limit Committee for a Mortgagc Credit Certificate allocation, with the City of Carlsbad receiving $1,968,000 to assis approximately 20 households purchase a home. However, the Regional MCC progran has yet to be implemented. A private, for-profit organization is in the process of establishing the administrativc structure to implement this program. It is anticipated that by November 1994, thc Regional MCC program will be operational and the City will be able to providc assistance to first time home buyers. As established in the CHAS Annual Plan, residential rehabilitation is the City’s primarl strategy for assisting very low and low-income homeowners. The City expected tha the Single Family Residential Rehabilitation Program would be operational by Januar 1994 and that approximately four low-income households would be assisted by th( Page 12 1993-94 Annual Performance Repor Development (HUD) for 50 additional Section 8 Certificates under the Famil) CITY OF CARLSBAD 0 e COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS] end of this reporting period. However, the agreement with the County of San Diego for administration and implementation of this program on behalf of the City was not executed until March 1994. The City underestimated the time and resources that are needed to implement this type of labor-intensive program and only one extremely low- income household was assisted. In addition, it was anticipated that four very low-income and two low-income home owners would be participating in the City's Paint-a-thon Program. The Paint-a-thor Program provides eligible households with a maximum grant of $400 to purchase pain1 and other supplies needed to paint the exterior of their homes. Only five of the six expected lower- income households actually participated in this program. The goals for assisting homeless persons (568 persons) in 1993-94 were based on thc number of homeless persons assisted by those non-profit organizations who receivec funding from the CDBG program in 1992-93. The method most often used tc estimate the number of homeless persons to be assisted in the future is to examini past performance. In 1993-94, 2,253 homeless persons/households were provided with shelter or othe supportive housing services. The actual number of homeless persons/household assisted far exceeded the goal established in the CHAS Annual Plan. The increase ii the number of homeless persons/households benefitting from the funded programs cai be attributed to additional shelters available during the year, a general increase in thl number of persons considered homeless, and a duplicated count of clients served a one homeless shelter. As stated in the CHAS Annual Plan for 1993, the City anticipated funding fivl homeless shelters or services for the homeless: 1) Good Samaritan House; 2) L, Posada de Guadalupe; 3) Women's Resource Center; 4) Casa de Amparo; and 5 was not developed and funds for this project were canceled, the City did fund anothe homeless shelter, the City of Oceanside's Emergency Shelter. This temporary shelte provided 100 beds for a 90 day period, beginning in the cold and wet winter month: Therefore, this emergency shelter contributed to the increase in anticipated homeles persons to be assisted in 1993. Additionally, it would be expected for the City to see an increase in the number c homeless persons or persons threatened with becoming homeless because of th current sagging California economy and its slow recovery. Therefore, many sheltei and services available for the homeless may also show an increase in the number ( homeless persons/households benefitting from their services. In 1992-93, the Good Samaritan House provided shelter for approximately 30 homeless men. For 1993-94, Brother Benno's stated that the Good Samaritan Hous provided shelter to 1,125 homeless men, However, the increase in the number ( homeless men residing at the Good Samaritan House is a result of not providing a 1993-94 Annual Performance Report Page 1 Fraternity House. While the new AIDS/HIV shelter to be managed by Fraternity Housl e 0 CITY OF CARLSBAD COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) unduplicated count of persons assisted. E. Documentation of Assistance Provided The Carlsbad Housing Authority has maintained documentation of assistance provide( to each household receiving assistance during the period between October 1 , 199: and September 30, 1994. The provisions of the Section 8 program require files to bc maintained for each household assisted with federal Section 8 Rental Assistancc Funds. In addition, provisions of the program require annual recertification of a1 program participants for compliance with current eligibility criteria. The criterii housing quality standards for unit inspection. F. Other Actions Undertaken 1. Public Policv includes evaluation of changes in income, family composition, and compliance will In an effort to remove or ease the negative effects of public policies affecting thc availability of affordable housing in the City of Carlsbad, the City began work on thc following activities: a. Citv Fee Schedules & Proiect Processinq As a result of a Customer Service Workshop to determine ways in which thc Community Development Department could improve service delivery to the public, thc City has reviewed and revised, where appropriate: I) various project applicatioi requirements, 2) project review procedures, 3) environmental review procedures, 4 fee payment schedules (or policies for subsidies), and or 5) other City policies anc procedures which have been identified by the development community as having q negative impact on their efforts to develop affordable housing in Carlsbad. Because the City's lnclusionary Housing Program affects all new residentk subdivisions, and because of the variety of land use and financing tools which the Citi has made available to assist with meeting this requirement, the City has establishec new procedures for the processing of residential projects. Preliminary consultatioi with key senior City staff of several departments enables issues and problems to bc defined and resolved early in the process. Importantly, this consultation enables staf and the developer to negotiate any requested project incentives (density bonuses financial incentives, deviations in the development standards, project design concepts etc). Once a project is submitted to the City for review and approval, it is assignec to an interdepartmental team to be expedited through the approval and hearinc process. The City used a "fast track" processing system and "team" approach to quickly gai approval of the discretionary permit applications required for a lower-income affordabl housing project, known as La Terraza. A complete application was submitted o August 23, 1993 and the project was approved by the City Council on October 2E 1993. This "fast track" processing assisted BRIDGE Housing Corporation, the nor profit organization, in their efforts to submit an application for Low Income Housin Page 14 1993-94 Annual Performance Repoi CITY OF CARLSBAK COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS 0 0 Tax Credits by April 15, 1994. As allowed by City Council Policy Number 17, housing projects, which providc dwelling units affordable to lower-income households may be exempt from thc payment of the City's Public Facilities Fees, where the City determines that such ar exemption is necessary for the financial feasibility of such a project. In 1993-94, Citj Council approved La Terraza, which the City found to be exempt from the requiremen to pay the PFF, per City Council Policy 17.5.e. b. Flexible Development Standards Prior to this reporting period, the City adopted Ordinance NS-207, which modified tht city's existing Site Development Plan permit process to authorize the City to exercisi flexibility in reviewing special project designs for affordable housing on a case-by-cas basis. Often deviations from the normally required development standards arc necessary to increase density and assist in the financial feasibility of developing low income affordable housing. This ordinance has proven to be an important tool in implementation of the City', lnclusionary Housing Ordinance. It has been used in numerous projects reviewec during this reporting period, c. Second Dwellincl Unit Ordinance The City revised the existing Second Dwelling Unit Section of its Municipal Code ii June 1994. The ordinance provides much greater flexibility for developers anc existing home owners interested in pursuing the construction of these units. Somc developers have expressed their interest in incorporating second dwelling units intc newly constructed single family residences to satisfy their lnclusionary Housini obligation. d. Managed Living Unit Ordinance In April 1994, the City Planning Commission recommended approval of an ordinancl to enable the development of "Managed Living Units". Managed Living Units providl an alternative housing product that combines the characteristics of Single Roon Occupancy Hotels and studio apartments. As of September 30, 1994, the Cit? Council has not had the opportunity to consider the adoption of this ordinance. e. Densitv Bonus & Densitv Increase The City's Density Bonus Ordinance, which implements Government Code Sectisi 65913.4 and 65915, has been in effect since April 1993. The Density Bonu Ordinance permits a "minimum increase of at least 25 percent over the number o apartments within the existing structure or structures proposed for conversion" or "Z! percent over either the Growth Management Control Point of the applicable Gener: Plan designation or the otherwise maximum allowable residential density as specifiel by the applicable master plan or specific plan, at the time of application." In returr the developer would be guaranteeing that a minimum of 50 percent of the units fc seniors; 20 percent of the units for low-income households or 10 percent for very low 1993-94 Annual Performance Report Page 1 e 0 CITY OF CARLSBAD COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) income households. In accordance with provisions of the Ordinance, these units mus remain affordable for a minimum of 30 years. Of the 1,441 low-income affordable units being proposed to satisfy affordable housin! requirements of new developments as called for by the City's lnclusionary Housin! Ordinance, one project has requested a density bonus through the City's Densit Bonus Ordinance. The 344 unit La Terraza apartment project received a density bonu pursuant to State density bonus law. To compliment the City's ordinance implementing State density bonus law, the Citl Council adopted amendments to the Land Use Element of the General Plan. Thesl amendments allow the City to grant an increase in density above maximum permittec by the General Plan through a Site Development Plan, during the approval of which thl City conducts a review of certain defined location and compatibility criteria. Thesl amendments were re-affirmed by the City Council in August 1994 by the adoption o comprehensive revisions to the General Plan. f. lnclusionarv Housinq The City's lnclusionary Housing ordinance has been in effect since May 1993. Thl lnclusionary Housing Ordinance requires that a minimum of 15 percent of all residentiz units approved in a Master Plan area, Specific Plan area, and all other residentiz developments of 7 or more dwelling units must be occupied and affordable to lower income households. During the reporting period, the City has approved several subdivisions which arl subject to the new requirements. Please see Appendix C to this report for a list o projects (approved and pending). Although several developments have bee approved, no units of these developments have been constructed. 9, lnclusionary In-Lieu Fee As allowed by the lnclusionary Housing ordinance, residential projects with 6 or fewe units may make an "In-lieu" contribution, consisting of funds, land or some other asse for use in providing housing for lower-income households. The In-Lieu Fee as adoptel by City Council in October 1993 is $1 1,485 per housing unit. An account has beel established as a repository of the collected In-Lieu Fees. As of September 30, 1994 no lnclusionary In-Lieu fees had been collected by the City. All fees collected will b used exclusively to facilitate the construction, preservation, and maintenance a affordable housing. h. lnclusionarv Housina ImDact Fee As allowed by the lnclusionary Housing Ordinance, those residential projects wher the application for a discretionary permit is deemed complete or approval is grante prior to May 21, 1993, the effective date of the lnclusionary Housing ordinance, a lnclusionary Housing "Impact" Fee will be paid to the City for use in providing housin for lower-income households. The Housing Impact Fee as adopted by City Council i October 1993 is $2,925 per housing unit. An account has been established as Page 16 1993-94 Annual Performance Repoi CITY OF CARLSBAC COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS 0 0 repository of the collected Housing Impact Fees. As of June 30, 1994, the Housin! Impact Fee account contained $239,760 (including earned interest and less portfolic management fees). All fees collected will be used exclusively to facilitate thl construction, preservation, and maintenance of affordable housing i. Non-Residential Imoact Fee City staff has prepared a study entitled: Economic Nexus Analvsis/Housina Linkaq Fee - Non-Residential DeveloDment. This study examined the relationship between th construction of new, non-residential buildings and the demand for additional housinl affordable to lower-income households. The study found that each of the six type housing and quantified this demand. The report further calculated a theoretic; maximum "justified pure nexus housing impact fee" that might be charged for neb construction on each of the six types of buildings. Although the study wa completed, as of September 30, 1994, the results of the study, together witt recommendations regarding the establishment of a non-residential impact fee, has no been presented or considered by City Council. of analyzed non-residential buildings created new demands for low-income affordabl 2. Institutional Structure a. The nine-member Housing Commission continues to meet once a month tc assist in facilitating the development of affordable and supportive housing activities The Housing Commission reviews and makes recommendations to the City Council 01 affordable housing projects and housing policies, programs, and regulations. b. The City has been engaged in a number of network building activities wit1 governmental and private for-profit and non-profit sector. This has includec participation in the Building Industry Association Affordable Housing Committee. Thr City's Housing and Redevelopment Director continues to represent the City and thi region on the Advisory Council to the San Francisco District Federal Home Loan Ban1 Affordable Housing Program. The City is also represented on the North Countl Coastal Coalition for the Homeless, the Community Housing Resource Board, and thi Community Agency Interchange meetings for North San Diego County. The City alsc participates in a County wide CDBG Grantees' Coordinator meeting. 3. lnteraovernmental CooDeration a. During this reporting period, the City of Carlsbad continued its administratior of affordable housing activities. Projects funded through the U.S. Department o Housing and Urban Development included the City's Section 8 Rental Assistancc Program which subsidizes the rental costs of low-income families through the issuancc of program 'lVoucherss' and "Certificates". b. The City is in its fifth year of "entitlement status" in the administration o federally funded programs from HUD's CDBG program. Prior to Entitlement status, thc City was involved with the County of San Diego's Urban County Program fo 1993-94 Annual Performance Report Page 1' 0 0 CITY OF CARLSBAD COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) administration of CDBG funds. c. The City of Carlsbad has executed an agreement with the County of Sal Diego to administer and implement a single family residential rehabilitation program 01 behalf of the City. The City will continue to contract with the County of San Diegc to administer and implement this program as funds become available and the Count' demonstrates adequate performance. d. The City has entered into a cooperative agreement with the County of Sal Diego and other San Diego County jurisdictions to establish a regional First Tim1 Homebuyer Mortgage Credit Certificate Program. All participating jurisdictions me6 on a quarterly basis to discuss issues and share resources related to the MCC prograr or other first time home buyer programs. 4. Public Housina Improvements The City of Carlsbad does not have any public housing. 5. Public Housinq 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 renta assistance or participating in the City's Residential Rehabilitation Program informatioi regarding the hazards of lead based paint, treatment for lead poisoning, precautionary measures to avoid lead poisoning, and the advisability and availability of blooc screening for lead poisoning. 7. Affirmativelv Furthering Fair Housinq a. The City, through the use of funds allocated under the Communit' Development Block Grant Entitlement Program for administrative expenses, ha renewed its agreement with Heartland Human Relations & Fair Housing Associatioi (HHRA). HHRA provides fair housing services, which includes counseling tenant/landlord mediation, education seminars, and mitigation and/or prevention o housing discrimination practices. HHRA responded to 91 inquiries from tenants an( landlords and to 7 possible discrimination complaints. HHRA also provided fair housing information through out the City and conduct: education seminars to help local residents understand their housing rights and to hell landlords and owners understand their responsibilities. HHRA sponsored workshop: and seminars with approximately 209 attendees. b. A fair housing workshop was held in December 1993. The workshop wac presented by Heartland Human Relations & Fair Housing Association and the City o Carlsbad. Topics included fair housing issues, discrimination, Section 8 claim: procedures, and illegal drug and other criminal activities within rental housin! Page 18 1993-94 Annual Performance Repor CITY OF CARLSBAC COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS a 0 developments. c, City Council approved the distribution of a fair housing survey an( information to 2000 Carlsbad residents. The City has entered into an agreement witt the San Diego Association of Governments for the implementation of the fair housin! survey. It is expected that the survey will be distributed by December 1994, with tht results tabulated and analyzed during FY 1994. 1993-94 Annual Performance Report Page 1 0 0 CITY OF CARLSBAD COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) This page is blank. Page 20 1993-94 Annual Performance Repoi CITY OF CARLSBAC COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS 0 0 PART II. ASSESSMENT OF ANNUAL PERFORMANCE A. Assessment of Performance The following is an assessment of the City’s effectiveness of performance during thii reporting period in achievement of the City’s overall five year strategy objectives anc priorities for affordable housing assistance to low and very low-income households 1 I Develoe New Construction The City has made considerable progress over the last year, as well as in 1992-93 in implementing various programs and adopting ordinanceslpolicies which set thc regulatory and incentive stage for construction of affordable housing. a. The City worked with numerous for-profit and non-profit developers 01 potential new construction and acquisition/rehabilitation projects. Several project amounting to over 1,441 new housing units are being proposed to satisfy affordabll housing requirements of new developments as called for in Section 21.85 of the City’ Municipal Code. b. The City worked with the following non-profit organizations regardin! affordable housing projects; e.g., Revisions Resources, Inc., Esperanza International Bridge Housing, Inc., RANCHO and MAAC Project. cI The City continues to require compliance with the City’s Inclusionarl Housing Ordinance, which requires the reservation and affordability of housing unit for lower-income households in residential projects and the payment of an In-lieu a lnclusionary Housing Impact Fee in specified circumstances. In future years, thos residential developments subject to the City‘s lnclusionary Housing Ordinance will b the principle means by which the City will achieve progress on its objectives fa construction of housing affordable to lower-income households. d. The City offers a minimum 25 percent increase in residential density if th residential project will reserve and make affordable housing units for moderate an1 lower-income households under a Citywide Residential Density Bonus Program. II addition, the City adopted amendments to the Land Use Element of Carlsbad’s Generz Plan to permit additional density increases in many areas of the City for th development of housing affordable to lower-income households. e. The City previously adopted an amendment to the Carlsbad Municipal Cod to allow modifications in development and design standards through application fa approval of a site development plan for affordable housing projects. This ordinanc has proven to be an important tool in implementation of the City’s lnclusionar Housing Ordinance. It has been used in numerous projects reviewed during thi reporting period. 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. Th 1993-94 Annual Performance Report Page 2 0 0 CITY OF CARLSBAD COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) In-Lieu Fee and the Housing Impact Fee as adopted by City Council in October 199: is $1 1,485 per housing unit and $2,925 per housing unit, respectively. Account: have been established as repositories of the collected fees. No lnclusionary In-Lie[ fees have been collected by the City. As of June 30, 1994, the Housing Impact Fec account contained $239,760 (including earned interest and less portfolio managemen fees). All fees collected will be used exclusively to facilitate the construction preservation, and maintenance of affordable housing. g. City staff has prepared a study entitled: Economic Nexus Analvsis/Housinc Linkaae Fee - Non-Residential DeveloDment. Although the study was completed, a of September 30, 1994, the results of the study, together with any recommendation regarding the establishment of a non-residential impact fee, has not been presentec or considered by City Council. Depending upon a review of the findings of the stud1 and City Council direction, non-residential uses, such as commercial and industriz uses, may be assessed an impact fee linking lower-income jobs created with housin! demand. If established, the funds from the non-residential impact fee will bl deposited into a City account exclusively devoted to facilitate the construction - preservation, and maintenance of affordable housing, h. Several projects amounting to approximately 1,441 units are currently beinc proposed to satisfy affordable housing requirements of new developments as callec for by Section 21.85 of the City's Municipal Code. Please see Appendix C to thi report for a list of projects (approved and pending). Of the 1,441 units, 715 unit have already been approved by City Council, with the 344 unit La Terraza apartmen project to begin construction in November 1994. i. The Carlsbad City Council approved the 344 unit La Terraza apartmen project and construction will begin in November 1994. This housing project includec priority processing, modifications of development standards, and subsidization of fees and City participation, in the form of acquiring the property and leasing it to thl development for a nominal fee, and a loan to assist with construction related costs The project will result in the new construction of 344 rental units, of which all will bl 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. Acquisition of Facilities/Housina Units a. The City had strongly supported North Coast Housing with their bid tl acquire and rehabilitate a 40 unit apartment project. An offer was made with th support of the City to purchase the property. However, another offer was accepted The City continues to identify and evaluate potential sites for the feasibility c acquiring and rehabilitating such properties. The City will continue to encourag participation by private organizations in these activities and offer the City's financi: assistance when deemed appropriate as an incentive to maintain and preserve existin affordable housing. Page 22 1993-94 Annual Performance Repor CITY OF CARLSBAC 0 0 COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS - 3. Provide Moderate and/or Substantial Rehabilitation a. The City of Carlsbad has executed an agreement with the County of Sar Diego to administer and implement a single family residential rehabilitation program or behalf of the City. The City will continue to contract with the County of San Diegc to administer and implement this program as funds become available and the Count! demonstrates adequate performance. Currently, the City has $1 53/71 6 allocated from CDBG funds for the rehabilitation o owner occupied single family housing units. One mobilehome owner has beel assisted through this program and the City anticipates that another six households wi be provided with housing rehabilitation assistance. b. In 1993-94, a total of five vouchers for the City's Paint-a-thon program werr issued and reimbursed. These vouchers were used by lower-income home owners tc 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 Sectioi 8 rental assistance program. The program provided rental subsidies to approximatell 503 very low-income households during FY 1993-94. Staff will be preparing ai application to HUD for an additional 100 vouchers and certificates during FY 1994-95 b. The City has completed and is currently distributing a Resource Bookle which includes information pertaining to financial sources available to assist in th development costs of rental housing units and home buyer assistance programs whic assistance opportunities for home ownership, such as mobilehome park ownership an mortgage programs available from a number of sources. are available in this region. This Resource Booklet provides basic information abou c. The City has developed a housing information packet, which include information on rental housing, home ownership opportunities, shared livinl arrangements, fair housing, and residential rehabilitation program. This informatiol packet has been distributed to nearby college campuses and other interested nor profit organizations providing referral or case management services to lower-incom households. d. A regional Mortgage Credit Certificate (MCC) program, with participatio from seven jurisdictions within San Diego County, was established to provide lowe and moderate-income households assistance in purchasing a home. The San Dieg Regional MCC Program was successful in its application to the California Debt Lim receiving $1,968,000 to assist approximately 20 households purchase a homf However, the Regional MCC program has yet to be implemented. It is anticipated thz by November 1994, the Regional MCC program will be operational and the City wi 1993-94 Annual Performance Report Page 2 Committee for a Mortgage Credit Certificate allocation, with the City of Carlsba 0 0 CITY OF CARLSBAD COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) be able to provide assistance to first time home buyers. 5. Provide SuDDort Facilities and Services a. The City of Carlsbad Housing and Redevelopment Department continued tc administer the federally funded Community Development Block Grant program. A tota of 3,000 persons were assisted with housing related services. Based on thc Community Development Plan, the City Council awarded the entitlement allocation tc projects which benefitted affordable housing efforts as well as housing suppor activities. B. Future Actions The following is a discussion of future actions the City proposes to take, or change! to the City's five-year strategy proposed to make as a result of assessing the City'! annual CHAS performance. 1. The City's general policy strategies for affordable housing have not changec since the CHAS five-year plan was originally developed. The priorities for assistancc include: a. Develop new construction; b. Acquisition of facilities/housing; C. d. Provide rental/homebuyer assistance; and e. 2. The City's general priorities for target groups by income classification, famill category, and tenure have not changed since the adoption of the revised CHAS five year plan (1 993-98). The priorities for assistance of target groups include: Provide mod e rat e/s u bs t a n t ia I rehab i I i ta t io n ; Provide support facilities and services. a. b. c. 3. The City's general policy strategies for providing affordable housing o supportive housing services and its priorities for target groups by incomi classification, family category, and tenure will be revised in conformance with the nev regulations and requirements for the Consolidated Plan. This document replaces a current Community Planning and Development (CPD) planning and applicatioi requirements with a single submission. The four CPD formula programs subject ti these requirements include Community Development Block Grants (CDBG), HOMI Investment Partnerships (HOME), Emergency Shelter Grants (ESG), and Housinl Opportunities for Persons with AIDS (HOPWA). Very low-income or low-income households; Elderly, non-elderly small related, non-elderly large related households or all others; and Renter, existing home owner, or first time homebuyer. Page 24 1993-94 Annual Performance Repor CITY OF CARLSBAC COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS 0 0 APPENDIX A Description of Process for Public Review and Comment Consistent with citizen participation and involvement requirements of the CHA5 process, the City made the draft CHAS Annual Performance Report for Fiscal Yea 1993 available for public review and comment for the required 30 day period fron November 1 to November 30, 1993. A notice was also published in a local genera circulation newspaper and notices mailed to interested parties to inform the public tha the City of Carlsbad’s CHAS Annual Performance Report for Federal Fiscal Year 199: was available at five various City facilities throughout the community for a 30 da) public review and comment period and that a public hearing was scheduled fo November 9, 1994 before the City’s Housing Commission and December 20, 1991 before the City Council. In addition, the draft CHAS Annual Performance Report wa! distributed for review to persons and/or organizations requesting a copy of thii document. The City of Carlsbad held a public hearing during the public review and commen period to accept comments and to authorize submittal of the final draft to thc Department of Housing and Urban Development. All citizen comments whkh wen received during the public hearing of during the public review and comment period arc attached as a summary in Appendix B - Summary of Public Comments of this report 1993-94 Annual Performance Report Page 2’ 0 0 CITY OF CARLSBAD COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) This page blank. Page 26 1993-94 Annual Performance Repoi . CITY OF CARLSBAC COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS 0 0 r APPENDIX B Summary of Public Comments Name of Organization/Person Contact Person: Name Address Phone No. Comment: ResDonse: 1993-94 Annual Performance Report Page 2 d 0 0 CITY OF CARLSBAD COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS) This page blank. Page 28 1993-94 Annual Performance Repoi CITY OF CARLSBAC COMPREHENSIVE HOUSING AFFORDABILITY STRATEGY (CHAS, " 0 0 APPENDIX C City of Carlsbad Affordable Housing Projects 1993-94 Annual Performance Report Page 25 - * eo W 7 L o* pug an7 m mu% =zz 435 OO'L gr; W;; *Aa )-m~ dl 0 42, GZZ LL LL a h # 1 R c . .L r le w w