HomeMy WebLinkAbout1995-05-16; City Council; 13141; Consolidated Strategy & Plan-.
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CITY OF CARLSBAD - AGENDA BILL
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CONSOLIDATED STRATEGY & PLAN MTG. 5-)@
TITLE: - $5 APPROVAL OF CITY OF CARLSBAD'S 1995-2000
DEP
CIT'
DEPT. HSG & RED I I CIT'
RECOMMENDED ACTION:
Adopt Resolution No. q",- \as approving the submission of
Draft Consolidated Strategy and Plan to the U.S. Department of Housi
Development (HUD), pending completion of the thirty day public review and cc
and consideration of public comments received, and authorizing the
Redevelopment Director to execute all appropriate documents.
ITEM EXPLANATION:
The City of Carlsbad's 1995-2000 Draft Consolidated Strategy and Plan has b
to meet the requirements of the Federal Community Development Block
Program. The Consolidated Plan is a five-year housing and community dev
covering the period beginning July 1, 1995 to June 30, 2000. The p
Consolidated Plan is to provide Carlsbad with: 1) a comprehensive assessm
and community development needs over a five-year period; 2) a coordinate
community development plan incorporating Federal, State and local pub1
resources; and 3) an annual implementation plan.
In 1994, the U.S. Department of Housing and Urban Development COI
application and reporting processes for four community planning and develor
Partnerships; 3) Emergency Shelter Grants (ESG); and 4) Housing Opportunit
with AIDS (HOPWA). This new process requires the development of thc
Strategy and Plan for Housing and Community Development (the Consoli
replace all current HUD planning and application requirements with a single SL
CHAS, a planning document previously required to receive federal funding, w
include the new application and reporting processes for these programs.
The City's Consolidated Plan was prepared with assistance from SANDAG a
provided guidance and census data which was required to complete the dl
Consolidated Plan has been prepared in accordance with the final rule fo
Submission for Community Planning and Development Programs published
Register on January 5, 1995.
In order to remain eligible for CDBG funding in fiscal year 1995-96, the City of
submit the Consolidated Plan prior to the July 1st start of the 1995-96 CDBG
Regulations for this Consolidated Plan require that at least one (1) public hez
obtain the views of citizens on the community's housing and community deve
prior to the publication of the Consolidated Plan for public comment and re\
held two public hearings, on January IO, 1995 and April 4, 1995, to solicii
the City's housing and community development needs. All comments recei
development period of the Consolidated Plan are included in Appendix b
Consolidated Plan.
based programs: 1 ) Community Development Block Grant (CDBG); 2) HOI
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The regulations also require a thirty (30) day public review and comment perioc
review and comment" period for the Consolidated Plan was initiated on AI
Therefore, comments are being accepted until May 16, 1995. Upon receipt 0'
written comments from the public during such period, the Consolidated Plan do
revised, as appropriate, and will include a summary of public comments received,
to the Consolidated Plan prior to submission to HUD for review and approval.
The Draft Consolidated Plan was presented to the Housing Commission on May
purpose of the hearing was to accept public comments on the 1995-2000 Consoli
to develop a recommendation from the Housing Commission to the City Counc
document.
The Draft Consolidated Plan is presented to the City Council, at this time, t
submission of the City of Carlsbad's 1995-2000 Consolidated Strategy anc
Community Development Block Grant Program to the U.S. Department of Hou:
Development, pending completion of the thirty day public review and commc
consideration of public comments received, and to authorize the Housing and F
Director to execute all appropriate documents.
FISCAL IMPACT:
With an approved Consolidated Plan, the City is eligible to receive CDBG funds dl
1995-96. A grant agreement will not be executed by the U.S. Department of Hou
Development until the Carlsbad Consolidated Plan is adopted and submitted to
review and approval.
EXHIBITS:
1 - Resolution No. 9 5 "- 1 "-5- approving submission of the City of Ca
2000 Consolidated Strategy and Plan for the Community Development Block
to the U.S. Department of Housing and Urban Development and authorizing tl
Redevelopment Director to execute all appropriate documents.
2 - City of Carlsbad 's 1995-2000 Consolidated Strategy and Plan (on file in t
Off ice).
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ll CITY COUNCIL RESOLUTION NO. 95 -125
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A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD APPROVING THE SUBMITTAL OF THE 1995-2000
CONSOLIDATED STRATEGY AND PLAN FOR THE CITY’S
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM TO
THE U.S. DEPARTMENT OF HOUSING AND URBAN
DEVELOPMENT 1
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6 WHEREAS, the City Council of the City of Carlsbad, California consider
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as required for the City’s Community Development Block Grant program; 8
Consolidated Strategy and Plan for the period beginning July 1, 1995 to June 30,
9 WHEREAS, the City Council of the City of Carlsbad, California, appro\
10 submittal of the 1995-2000 Consolidated Strategy and Plan for the City’s Comr
11 Development Block Grant program to the U.S. Department of Housing and
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13 ll Development, pending completion of the required thirty day public review and COI
14 period and consideration of those comments received;
15 WHEREAS, the City of Carlsbad is committed to continuing to p
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affordable housing in the City for low income households as outlined in the H8
Element of the General Plan and in the Consolidated Strategy and Plan, a five ye;
l8 11 required by HUD to assist in the increase and preservation of affordable housing
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2o il meet the non-housing community development needs of the City; and
21 WHEREAS, the City of Carlsbad is committed to continuing to provide a s
22 living environment and to expand economic opportunities for the City’s low4
23 residents as is also outlined in the Consolidated Strategy and Plan.
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NOW, THEREFORE BE IT HEREBY RESOLVED by the City (
as follows:
1. The above recitations are true and correct.
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2. The City Council approves submittal of the 1995-2000 Consolidated Strategy
Plan for the Community Development Block Grant program.
1 3. The City Council hereby authorizes the Housing and Redevelopment Directc
2 execute documents required for the submittal of said Document.
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PASSED, APPROVED AND ADOPTED at a regular meeting of
City Council of the City of Carlsbad, California, held on the 16th da:
MAY , 1995, by the following vote, to wit:
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8 AYES: Council Members Lewis, Nygaard, Kulchin, Finnila, Hall
9 11 NOES: None
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ABSENT: None
ABSTAIN: None
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ATTEST:
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17 r(4jg!g&Lee Z, City Clerk
KAREN R. KUNDTZ, Assistant City Clerk 18
19 11 (SEAL)
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May 15, 1995
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TO: City Manager
FROM: Housing and Redevelopment Director &@
WE: 1995-2000 CONSOLIDATED STRATEGY AND PLAN
On May 11, 1995, the Housing Commission held a public hearing to accept verbal 2
written comments from the general public and to develop a recommendation to the City Cc
regarding the submission of the City’s 1995-2000 Consolidated Strategy and Plan fc
Community Development Block Grant Program to the U.S. Department of Housing and 1
Development (HUD), pending completion of the thirty day public review and comment I
and consideration of public comments received. The following information is provide
Council review:
HOUSING COMMISSION RECOMMENDATION
To assist the Council in understanding the Housing Commission’s perspective in regard tc
recommendation, the following summary of the basic points of the discussion during the Hc
Commission meeting on May 11 th is presented for review:
e Comments were received from Caring Residents of Carlsbad and Housing Commissj
Wellman and Escobedo that the 30 day public review and comment period di
provide adequate time for careful review of the City’s Consolidated Plan.
Consolidated Plan is an important document which will outline the City’s assessmt
the housing and community development needs of the low and moderate-in
residents of Carlsbad, including the homeless, and the strategies the City will purs
meet these identified needs. Time is needed to ensure that all of the needs of the (
lower-income population are being adequately addressed within the Plan and are ;
the appropriate priority for assistance. The primary focus of concerns was related tc
and established priorities related to programs for the homeless.
Per federal regulations, the City must provide a period, not less than 30 days to re
comments from citizens on the Consolidated Plan. The City initiated this 30 day F
review and comment period on April 17, 1995 with comments being accepted until
16, 1995. Citizens were provided notice of the availability of the draft Consolidated
2965 Roosevelt St., Ste. 6 - Carlsbad, CA 92008-2389 - (61 9) 434-281 01281 1 - FAX (61 9) 720-
0 0
.May 15, 1995
Consolidated Plan - Housing Commission
Page 2
for review and comment at the start of the 30 day period through a notice publisk
the Blade Citizen and individual notices were mailed to those organizations and pe
listed in Appendix G of the Consolidated Plan. The Consolidated Plan was
available at five City facilities located throughout the community, including both I
libraries, for public review. Staff believes that the public was provided with reaso
and adequate notice of the availability of the Plan and also reasonable opportun
examine the contents of the Consolidated Plan and to submit comments to the
However, the Commission felt that additional discussion and review by the Comm:
was appropriate based on the comments received to date from the public.
Staff explained that extension of the 30 day public review and comment period pa
current May 16th date would significantly delay the start of the 1995-96 CDBG prc
year. The Consolidated Plan constitutes the City's application for its annual C
entitlement grant. If the Consolidated Plan is not submitted by June lst, those C
funds allocated for 28 various programs/projects in fiscal year 1995-96 to meet the 1
of low and moderate-income Carlsbad residents will not be available for implemenl
until a much later date. This would have a detrimental impact on the organizz
approved to receive CDBG funding from the City.
0 Written correspondence from Pilgrim United Church of Christ expressed concerned
the mechanisms used to seek public comments and to inform the public 0.
Consolidated Plan and its timetable.
As stated in the "Summary of Development Process" within the 1995-2000 Consoli
Plan and Strategy, the City of Carlsbad provided many opportunities for p
participation in the development and review of the Consolidated Plan. Notices
published in the Blade Citizen throughout the CDBG program development
Consolidated Plan development processes. Additionally, those organizations and pe
listed in Appendix G of the Consolidated Plan were individually mailed notices of p
hearings and opportunities to provide comments. The public was provided
reasonable and adequate notice to assist in the development of the Consolidated Pla
the availability of the Plan, and provided reasonable opportunity to examine the cor of the Consolidated Plan and to submit comments. Please see attached Appendix J c
Consolidated Plan for a more detailed discussion of response to the public comr
received from the public, as summarized in the Consolidated Plan.
In order to remain eligible for 'CDBG funding at the start of fiscal year 1995-96 and to prc
the delay the implementation of those CDBG projects approved for funding, the Hol
Commission voted 6 to 0, with Commissioners Rombotis, Wellman, and Avis absen
recommend the submittal of the Consolidated Plan to the U.S. Department of B
However, in consideration of public comments received requesting additional time for re
and comment on the Consolidated Plan, the Housing Commission also stipulated tha
0 0
May 15, 1995
Consolidated Plan - Housing Commission
Page 3
Consolidated Plan is to be presented again to the Housing Commission at its June 8, 1
meeting, The Commission will accept further public comments and will recomm
amendments, as appropriate, to the Consolidated Plan in consideration of any additional pu
comments received and continued discussion held by the Housing Commission.
Staff will provide notice to the public and individually notify those interested organizations
persons listed in Appendix G of the Consolidated Plan of the Housing Commission’s desir
accept additional public comments beyond May 16th and the Commission’s intent to recomm
amendments to the Consolidated Plan, as appropriate, to the City Council.
Staff will continue to consider all verbal and/or written comments presented and submittec
5:OO pm on May 16, 1995. Staff will revise the draft Consolidated Plan as appropriate and
include a summary of public comments received as an appendix to the Consolidated Plan, p
to submission to the U.S.. Department of Housing and Urban Development (HUD).
Attached for your information is Appendix J of the Consolidated Plan, which provide
summary of those comments received as of Monday, May 15, 1995 and staff‘s response.
If you have any comments or questions regarding the Consolidated Plan, please contact
office at x2815. e
EVAN E. BECKER
Housing and Redevelopment Director
Attachment
c: Community Development Director
City Attorney
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CITY OF CARLSI
CONSOLIDATED STRATEGY & P:
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APPENDIX J
City of Carlsbad Summary of Public Comments
Appendix J: Summary of Public Comments Page 2
CITY OF CARLSBAD w W
CONSOLIDATED STRATEGY & PLAN
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This page is intentionally blank.
Page 288 Appendix J: Summary of Public Comments
0 0 CITY OF CAFUSB
CONSOLIDATED STRATEGY & PL
Summary of Comments Received During Development Process
Pilgrim United Church of Christ Contact Person: Rev. Jerald M. Stinson
220 Chestnut Avenue (619) 729-63 11
Carlsbad CA 92008
Comment:
Was not aware of the availability of the Consolidated Plan until late in the 30 day public re1
and comment period. Concerned with the mechanisms used to seek public comments anc
inform the public of the Consolidated Plan and its timetable?
Resuonse:
As stated in the "Summary of Development Process" within the 1995-2000 Consolidated Plan
Strategy, the City of Carlsbad provided many opportunities for public participation in
development and review of the Consolidated Plan.
The City of Carlsbad contacted various organizations to provide estimates of the numbel
homeless persons and other persons with special needs and to inform them of the developn
and need for public participation in development of the Consolidated Plan, Such organizatic
contacted by staff include: the County of San Diego's Department of Mental Health Servic
Environmental Health Services, Epidemiology, Alcohol and Drug Services, and the Office
AIDS Coordination, the Area Agency on Aging, the Regional Taskforce of the Homeless, :
the Area XIII Developmental Disabilities Board. Additionally, those organizations and agenc
included within Appendix G of the Consolidated Plan were mailed surveys to obtain informat
regarding the clients served, services provided, and the most important needs their clients fa
The City encouraged verbal and written comments from the general public during
development of the Consolidated Plan. The City provided two public hearings during
development of the Consolidated Plan. A public hearing before the City Council was held
January 10, 1995 to accept comments on the needs of low and moderate-income residents and ,
proposed Housing and Community Development Objectives for Carlsbad's CDBG program
be outlined within the Consolidated Plan. City Council held another public hearing on April
1995 to again solicit comments on the needs of low and moderate-income persons and to accl
comments on the various proposals submitted for funding consideration under the CDBG progr;
to be cited within the Consolidated Plan as activities to be pursued in the coming year.
Notices for these public hearings were published in the North County Blade-Citizen. In additic
of the public hearing and invited to participate in the process. Please refer to Appendix H of 1
Consolidated Plan for the notices published in the Blade-Citizen and mailed to interested persol
During meetings of the North Coastal Coalition of the Homeless and the San Diego Coun
Community Housing Resource Board, staff announced the development of the CDBG progra
and the Consolidated Plan. Staff acknowledged the City's desire to solicit comments on the nee
of low and moderate-income persons and the Consolidated Plan.
Consistent with the citizen participation and involvement requirements of the Consolidated P1,
process, the City made the draft Consolidated Plan available for public review and comment f
the required 30 day period beginning April !7, 1995 and ending May 16, 1995. A notice w
organizations and persons listed in Appendix G of the Consolidated Plan were mailed a not
Appendix J: Summary of Public Comments Page 2:
CITY OF CAmSBm
CONSOLIDATED STRATEGY & PLAN m
also published in the North County Blade-Citizen to inform the public that the Consolidated Plan
was available for review and comment and copies of the document were available at City Hall,
Community Development, Housing and Redevelopment, and both City libraries. A notice was
also published within the North County Blade-Citizen announcing the public hearing before the
Housing Commission on May 11, 1995 to accept comments on the draft Consolidated Plan.
Organizations and persons listed in Appendix G of the Consolidated Plan were also mailed a
notice announcing the public review and comment period, the availability of the Consolidated
Plan at the five City facilities, and the public hearing on May 1 lth before the Housing
the Blade-Citizen and mailed to interested persons.
Comment:
Table 18-Homeless Populations and Subpopulations implies that there are no homeless families
in Carlsbad. Pilgrim United Church of Christ provides 12 shelter be& for one month during the
year as a participant in the Interfaith Shelter Network. Almost always, it is homeless families who
are occupying these beds. There are many more homeless families in Carlsbad that are in need
of emergency shelter than Table 18 suggests.
Continually, frustrated by the desire to know the number of those homeless who are "Carlsbad"
residents. The homeless are not residents of any community, of which some seek shelter in
Carlsbad.
ResDonse:
Commission, Please refer to Appendix H of the Consolidated Plan for the notices published in
Text has been added to more accurately note the source of the data included in Table 18 of the
Consolidated Plan. The data presented in Table 18 comes from the 1990 U.S. Census Shelter
and Night Enumeration and does not represent a complete count of the homeless population in
Carlsbad. There are currently no other available resources to provide a count of the homeless
in Carlsbad other than the data from the 1990 U.S. Census and data collected from a surveillance
project conducted by the County of San Diego Department of Health Services.
As also acknowledged by Rev. Stinson of Pilgrim United Church of Christ, the homeless are not
residents of any community. This transient nature of the homeless makes it very difficult to
provide an accurate count of the homeless and their characteristics, families or individuals.
However, as required by federal regulations, the City must provide an estimated count of
homeless persons currently residing within Carlsbad.
While the "Nature and Extent of the Homeless" section of the Consolidated Plan, does note the
presence of homeless families within Carlsbad, the narrative has been revised to greater clarify
the presence of homeless families.
Comment:
As indicated in Table 2CPriorities for Assistance, emergency shelters are shown as a low priority
for families, individuals, and persons with special needs. The low priority assigned to emergency
shelters is a rejlection of Carlsbad citizens ' desire to keep the.poor out of the community and
send them to other communities to seek housing. The low priority is not a reflection of the lack
of a need for emergency shelters.
nere are not enough shelter beds in the North County and no agencies with funds to put people
Page 290 Appendix J: Summary of Public Comments
0 0 CITY OF CARLSE
CONSOLIDATED STRATEGY & PI
up in motels. More specijically, there are not enough beds for families with children.
ResDonse:
The low priority assigned to emergency shelters for families, individuals, persons with spr
needs does nut reflect the City’s believe that such shelters are not needed in the North COI
Coastal area. The low priority assigned to emergency shelters is more reflective of the Ci
belief that the homeless are dealing with many different needs, of which housing is only (
Therefore, transitional shelters, such as La Posada de Guadalupe, which provide not only shc
but supportive services to assist people make the transition into independent living is show1
a high priority. Relative to transitional shelters, emergency shelters which merely provide ba
temporary overnight sleeping accommodations are assigned a low priority.
The City also believes that shelters are not the most appropriate method of temporarily hou5
homeless families. Families with children are better benefitted by a motel voucher progr,
which provides funds to temporarily place families in motels rather than shelters. Therefc
emergency shelters for families is assigned a low priority and transitional shelters for familie;
assigned a medium priority.
City of Carlsbad Housing Commission - Public Hearing (May 11, 1995)
Housing Commissioner Escobedo
Housing Commissioner Wellman (absent but concerns noted)
Maria Valenzuela, Caring Residents of Carlsbad
Leone Stein, Caring Residents of Carlsbad
Comment:
The 30 day public review and comment period did not provide adequate time to car@lly revic
the Consolidated Plan. The consolidated Plan is an important document which will outline t,
City’s assessment of the housing and community development needs of the low and moderal
income residents of Carlsbad and the homeless and the strategies the City will pursue to mc
these identified needs. Time is needed to ensure that the all the needs of the City’s lower-inco?
population is being addressed wilhin the Plan, particularly the needs of the homeless.
Response:
Per Title 24 Section 91.105@)(4), the City must provide a period, not less than 30 days ~
receive comments from citizens on the Consolidated Plan. The City initiated this 30 day pub1
review and comment period on April 17, 1995 with comments being accepted until May 11
1995. Citizens were provided notice of the availability of the draft Consolidated Plan for revie
and comment at the start of the 30 day period through a notice published in the Blade Citizen ar
individual notices mailed to those organizations and persons listed in Appendix G. Th
Consolidated Plan was made available at five City facilities located through out the communiq
including both public libraries. The public was provided with reasonable and adequate notice c
the availability of the Plan and also reasonable opportunity to examine the contents of th
Consolidated Plan and to submit comments.
The extension of the 30 day public review and comment period past the current May 16th dat
would consequently push back the start of the upcoming CDBG program year. The Consolidatec
Plan constitutes the City’s application for its annual CDBG entitlement grant, If the Consolidate{
Appendix J: Summary of Public Comments Page 29’
CITY OF CARLSBAD
CONSOLIDATED STRATE F Y & PLAN W
Plan is not submitted in a timely manner to ensure its proper review and approval by the U. S.
Department of HUD prior to the start of the CDBG program year July 1, 1995, those CDBG
funds allocated for 28 various programdprojects to meet the needs of low and moderate-income
Carlsbad residents will not be available for implementation of such programdprojects until a
much later date.
On May 11, 1995, not wishing to delay the implementation of those CDBG projects approved
for funding in 1995-96, the Housing Commission voted 6 to 0, with Commissioners Rombotis,
Wellman, and Avis absent, to recommend the submittal of the Consolidated Plan to the U.S.
Department of HUD. However in consideration of comments received €or more time to review
and comment on the Consolidated Plan, Housing Commission also stipulated in its
recommendation to allow the Consolidated Plan to be presented again to the Housing Commission
at its June 8, 1 995 meeting to accept further public comments and to direct staff to amend, as
appropriate, the Consolidated Plan in consideration of those public comments received after the
close of the noticed 30 day public review and comment period on May 16th. Staff will provide
notice to the public and individually notify those interested organizations and persons listed in
Appendix G of the Consolidated Plan of the Housing Commission’s desire to accept public
comments beyond May 16th and its intent to amend the Consolidated Plan, as appropriate, in
consideration of those comments received beyond May 16th.
Page 292 Appendix J: Summary of Public Comments
e e
CITY OF CARLSB
CONSOLIDATED STRATEGY & PL
APPENDIX G
City of Carlsbad Consolidated Plan Mailing List
Appendix G: CHAS Mailing List Page 25
CONSOLIDATED STRA’I’E~& PL~V W
This page is intentionally blank.
Page 258 Appendix G: CHAS hfailing List
e 0
* CONSOLIDATED PLAN
1995-2000
,MAILING LIST
ACCESS CENTER
TlM MATTHIAS
2335 BEAR VALLEY PKWY
ESCONDIDO CA 92027
AIDS FOUNDATION
STAN COLE
4080 CENTRE ST STE 101
SAN DIEGO CA 92103
ARMED SERVICES YMCA
DIRECTOR
602 FOURTH ST
OCEANSIDE CA 92054
BARRIO ASSOCIATION
OFELIA ESCOBEDO
1611 JAMES DR
CARLSBAD CA 92008
BOWEN MIGNON
2290 NOB HILL DR
CARLSBAD CX 92008
NO COAST CNTY MENTAL HEALTH
CWBAD CARE CREW
1701 MISSION AVE SUITE A
OCEANSIDE CA 92054
CARING RESIDENTS OF CARLSBAD
MARILYN VAN WASSENHOVE
907 CAMINIT0 MADRIGAL
CARLSBAD CA 92009
CARLSBAD YOUTH SERVICES
KATHLEEN APODACA-MARQUEZ
3256 MADISON STREET
CARLSBAD CA 92008
CE DISABLED SERVICES
REV SHIDELER
PO BOX 495
SAN LUIS RE?' cx 92068
ADULT PROTECTIVE SERVICES
651 EUCALYPTUS
VISTA Ch 92083
ALPHA PROJECTICASA RAFAEL
CHRIS MEGASON
1237 GREEN OAK RD
VISTA CA 92083
ASSESSMENT/CRIS INTERVENTION
FOR HOMELESS MENTALLY ILL
1701 MISSION AVE ST€ A
OClhNSIDE CA 92054
BEING ALIVE
DIRECTOR
720 ROBNSON STREET
SAN DEGO CA 92103
BROTHER BENNOS
EXEC DIRECTOR
PO BOX 308
OCEANSIDE CA 92049
CARLSBAD HIRING CENTEWSER
JIM LUNDGREN DIR
5958 EL CAMINO REAL
CARLSBAD CA 92008
CXRLVG RESIDENTS OF CARLSBAD
MARIE VALENZUELA
1707 EVERGREEN CIRCLE
CARLSBAD CA 92008
CASA DE AUPARO
CAROLYN FOX
PO BOX 410
SAN LUIS REY CA 92068
CHICANO FEDERATION OF SD
A?TN DIRECTOR
PO BOX 8116
SAN DIEGO CA 92101
AID TO VETERANS OF A
JOHN F CULLEN CEO
701 HOLLOWGLEN RD
OCEANSIDE CA 92057
AREA XIII DISABILITTE.5
SARA COURUN
471 1 VIEWRIDGE AVENL
SAN DIEGO CA 92123
ASSOC OF RETARDED CI
DIRECTOR
1221 RIDGE RD
VISTA CA 92083
BOYS & GIRLS CLUB OF (
CARMEN CEDOLA Po BOX 913
CARLSBAD CA 92018
CAMPESINOS UNIDOS IN(
1145 LINDA VISTA DR #IC
SAN MARCOS CA 92069
CARLSBAD CHILDREN'S h
CATHERINE BOYLE
300 CARLSBAD VILLAGE I
CARLSBAD CA 92008
CARLSBAD SENIOR CENTI
3096 HARDING ST
CARSLBAD CA 92008
CATHOLIC CHARITTES
SISTER RAYMONDA DWA
349 CEDAR ST
SAN DIEGO CA 92101
CHICANO FEDERATION
DIRECTOR
610 22ND STREET
SAN DIEGO CA 92102
COMXIUNITY INTERFrilTH SVS
2621 ROOSEVELT ST STE 102
CARLSBAD CA 92008
CNTY OF SD OFF OF AIDS COORDIN
JEFF WYNNE
POST OFFICE BOX 85524
SAX DIEGO CA 92186-5524
ECUMENICAL SERVICE CTR
SHARON EVERSON DIR
125 SO TRMONT STE A
OCEANSIDE CA 92054
ESPERANZA HCD COW
JENNIFER LAZAR
990 HIGHLAND DR STE 106
SOLANA BEACH CA 92075
FRATERNITY HOUSE
GAIL MCNEELEY
20701 ELFIN FOREST ROAD
ESCONDIDO CA 92029
HABITAT FOR HUMANITY
KRISTIN BORER
1468 RIDGEWAY STREET
OCEANSIDE CA 92054
HOSPICE OF THE NORTH COAST
NATHAN CLARK EXEC DIR
2380 CAMINO VIDA ROBLE STE F
CARLSBAD CA 92009
INTERFAITH SHELTER NETWORK
XIARK NIEZ DIRECTOR
3435 CAMINO DEL RIO SO STE 108
SAN DIEGO CA 92108
LEGAL AID SOCIETY
CATHERINE RODMAN
216 S TREMONT
OCEANSIDE CA 92054
LOVE INC
PO BOX 1894
CARLSBAD CA 92018
eOMMUNITY RESOURCE CTR
RON SNIDER
3 138 ROOSEVELT ST STE H
CARLSBAD CA 922008
PAM CRISMAN
CARLSBAD MONTESSORI
740 PINE AVENUE
CXRLSBAD CA 92008
ENCINITAS FAMILY HEALTH CLINIC
WILLIE HOOPER
610 SECOND ST
ENCINITAS CA 92024
EYE COUNSELING
AlTN ROXANNE
200 N ASH STREET
ESCONDIDO CA 92027
FRIENDS OF CARILLO uNcn INC
ALAN KINDLE
2622 EL AGUILA LANE
CARLSBAD CA 922009
HCD SERVICES
GERRY RIOUX
15313 SIERRA STAR LANE
GRASS VALLEY CA 95949
HOUSE OF MARTHA & MARY
DORA STEVENSON
605 SAN DEW ST
OCEANSIDE CA 92054
\
IVEY RANCK PARK ASSOC
KRISTY STAMBAUGH
110 RANCHO DEL OR0
OCEANSIDE CA 92057
LIFELNE COMMUNITY SERVICES
SHIRLEY COLE
200 JEFFERSON ST
VISTA CA 92084
MAAC PROJECT
DIRECTOR
1606 HOOVER AVE
NATIONAL CITY CA 91950
@COMMUNITY RESOCRCE CTR
EXEC DIRECTOR
656 SECOND ST
ENCINITAS CA 92024
DISABLED NEIWORK CTR
.MOSES LLOYD
4101 MISSION AVE
OCEANSIDE CA 92056
EPISCOPAL COMMUNITY SVS
FAMILY HEALTHDIRECTOR
IO1 COPPERWOOD WAY STE G
OCEANSIDE CA 92054
FAMILY SERVICE ASSOC OF SD
JUDY LESHEFKA
6120 PASEO DEL NORTE STE N1
CARLSBAD CA 92009
GOOD SHEPHARD ASSEMBLY OF CK
LOST LAMB MINISTRY
POST OFFICE BOX 1035
CARLSBAD CA 92018
HEARTLAND HUMAN RELATIONS
CLARA HARRIS
PO BOX 1062
LA MESA CA 92044
HUMANITAS FOUNDATION
LYNN SKINNER
PO BOX 83308
SAN DIEGO CA 92138
JOIN HANDS SAVE A LIFE
FRANK SORINO
3528 MADISON ST
CARLSBAD CA 922008
LIFETIME ASSISTANCE & SERVICES
DR BRUCE BALIMGARTEN
374 NORTH HIGHWAY 101 STE C
ENCMITAS CA 92024
NEW HAVEN
SID WALTON PROG DEVELOPMENT
PO BOX 1 199
VlSTA CA 92085-1199
0 e '.
. , SON-PROFIT FEDERATION FCR HCD
RICH JUAREZ
JSO B ST #lo10
SAN DlEGO CA 92101
SO COUNTY HSG FOUNDATION
AMY ROWUND
165 E CRASD AVE STE El
ESCONDIDO CA 92025
NO COUNTY COUNCIL ON AGING
JOHN BURNE7T
235 JEFFERSON STREET
VISTA CA 92084
NO COAST AHLZEIMER'S CTR
SLiE KOPCZYSKI PROGRAM DIR
120 STFVENS AVE
SOLANA BEACH CA 92075
NO COUNTY CO.MMUN1TY SERVICES
DARLIXE ULRICH EXEC DIRECTOR
605 SAN DIEGO STREET
OCEAVSIDE CA 92054
OCEANSIDE COMM ACTION GROUP
DARLENE ULRICH EXEC DIR
605 SAh' DIEGO ST
OCEANSIDE CA 92054
NO COUNTY CHAPLAIN1
OZZlE VENZOR
914 N HIGHWAY 101 STI
ENCINITAS CA 92024
NO CNTY INTERFAITH C
SUZANNE S POHLMAN E
430 SORTH ROSE
ESCONDIDO CA 92027
OFFICE OF SOCIAL CON(
DIRECTOR
4070 MISSION AVE
OCEANSIDE CA 92056
PILGRIM CONGREGATIONAL CHURCH
JILL THURLOW
2020 CHESTXUT AVE
CARLSBAD C.4 92008
REVISIONS RESOURCES
NANCYCALVERLY
761 1 PRIMAVER4 WY
CAFUSBAD CA 92009-8237
SAN DIEGO MENTAL HEALTH P-53lG
SANDRA YAUASHIRO
PO BOX 85524
SAN DIEGO CA 92186-5524
SD SERVICE CTR FOR THE BLIND
KIM Z GEBBENS
5922 EL CAJON BLVD
SAN DIEGO CA 921 1.5
SEWJOBS FOR PROGRESS
GEORGE LOPEZ
3355 MISSION AVE #223
OCEANSIDE CA 92054
TRI-CITY HOSPITAL FOUND
KATE ?3NG
4002 VISTA WAY
OCEANSIDE CA 92056
DICK WATUNS
HEATH GROUP
11545 WEST BERNARD0 CT STE 206
SAN DIEGO CA 92127
PSYCHlCOUN SERVNO CO
DIRECTOR
550 W VISTA WY
VISTA CA 92083
SALVATION ARMY/OCEANSIDE
3935 L4KE BLVD
OCEANSIDE CA 92056
SD ALLIA FOR DRUG FREE YOUTH
TERI SUMMERHAYES PO BOX 9441
RANCHO SANTA FE CA 92067
SCHIZOPHRENICS IN TRANSITION m HIRD
144 COPPER AVE
VISTA CA 92083
ST MICHAEL'S EPISCOPAL CHURCH
2775 CARLSBAD BLVD
CARLSBAD CA 92008
TC'RNING POINT CRISIS CTR
1738 S TREMONT
OCEANSIDE CA 92054
WESTERN INST FOR .MENTAL HEALTH
JUDY CANTERBURY
119 S DITMAR ST
OCEANSIDE CA 92054
REG TASK FRCE ON HOM
FRANK LANDERVILLE
3989 RUFFlN ROAD
SAN DIEGO CA 92123-18
SD INTERFAITH HSG FOU
MAIT JUMPER EXEC Dm
4456 VANDEVER AVE #9
SAN DIEGO CA 92120
SD REGNL CNTR DEVELO
DAN CLARK DECTOR
4355 RUTrIN ROAD
SAN DIEGO CA 92123
SENIOR ADULT SERVICES
JIM RICHARDS
2437 MOENA BLVD 2ND 1
SAN DIEGO CA 921 10
THURLOW RON - MFCC
1701 MISSION AVE STE A
OCE.mSrDE CA 92054-231
VISTA COMMUNITY CLIN
BARBARA MANNINO EXEC
981 VALE TERRACE
VISTA CA 92084
WESTERN MUTUAL MORTC
JOHN H HUMPHREY
2945 HAWING STREET STE
CARLSBAD CA 92008
\\‘OSfEN’S RESOURCE CTR
MARV.4 i3LEDSOE CHRISS
1963 APPLE STREET
OCEANSIDE CA 92054
JAY LEVINEBOB DAVIS
GIRLS CLUB OF CARLSBAD
3081 MADISON STREET
C.4RLSBAD CA 92008
NO COUNTY HEALTH SVCS (NCHS)
JACK E JOHNS EXECLWE DIRECTOR
348 RANCHEROS DUE
SAN MARCOS CA 92069-2995
FAMILY SERVICE OFFICES
DIRECTOR
624 SOUTH HILL STREET
OCEANSIDE CA 92054
eICA 07- so COAST
DIRECTOR
215 BARNES
OCEANSIDE CA 92054
METRO AREA ADV COM (MAAC)
ROGER CAZARES EXEC DIRECTOR
140 WEST 16TH STREET
YATIONAL CITY CA 91950
OCEANSIDEKARLSBAD COMM CLISIC
DIRECTOR
408 CASSIDY STREET
OCEANSIDE CA 92054
SENIOR HOUSING
DIRECTORMANAGER
3839 LAKE BOULEVARD
OCEANSIDE CA 92054
@ASA ST PATRICK COS1 SER CTR
3256 MADISON STREET
CARLSBAD CA 92008
NORTH COUNTY ADULT DAY
HEALTH CARE
651 EUCALYPTUS
VISTA CA 92083
ST CLARE’S HOME INC
SISTER CLAIRE FRAWLEY EXEC DIR
243 SOUTH ESCONDIDO BLVD #I20
ESCONDIDO CA 920254116
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CITY OF CARLSBAD ~~
CONSOLIDATED STRATEGY & PLAN
JULY 1,1995 to JUNE 30,2000
PREPARED BY
THE HOUSING AND REDEVELOPMENT DEPARTMENT
CITY OF CARLSBAD
1200 CARLSBAD VILLAGE DRIVE
CARLSBAD CALIFORNIA 92008
(619) 434-2811
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1 CITY OF CARLSBAC
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CONSOLIDATED STRATEGY & PLAn
TABLE OF CONTENTS B
TABLEOFCONTENTS ...........................................
LISTOFAPPENDICES ............................................
LISTOFTABLES .............................................. v
EXECUTIVE SUMMARY ......................................... vi
SUMMARY OF DEVELOPMENT PROCESS ............................ i:
INTRODUCTION ...............................................
SECTION I. COMMUNITY PROFILE ..................................
1. Community Description .....................
2. Market and Inventory Conditions ............. 1.
B. Needs Assessment ................................ 3
1. Current Estimate/Five-Year Projections ......... 3
2. Nature and Extent of Homelessness ............ 4
3. Populations with Special Needs - Other Than Homeless ................................... 5'
C. Available Resources ............................... 5
1. Federal Programs for Housing and Communit
Development .......................... 5
2. Rehabilitation .......................... 5
3. Acquisition ........................... 6
4. New Construction ....................... 6
A. Market and Inventory Characteristics .....................
5, HomeBuyerAssistance , ,, . . ,. . , , I I ,, . , . ,. 6
6. Rental Assistance ....................... 6
7. Homeless Assistance ..................... 6
8. Homeless Prevention ..................... 6
9. City-owned Surplus Land .................. 6
SECTION 11. FIVE YEAR STRATEGIC PLAN .......................... 6
A. Summary of Five-Year Strategy ........................ E
1. Priorities for Providing Housing Assistance ....... C
2. Strategies to Meet Identified Housing Needs ...... f
B. Priority Analysis for Housing Needs ..................... 'i
1. Priority High: Very Low-Income (0 to 50% MFI) No]
Elderly, Large Family Renter Households ........ 7
1 Table of Contents . Pagc
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
=" . f& 2 .
3 .
4 .
5 .
6 .
7 .
8 .
9 .
10 .
11 .
Priority High : Very Low-Income (0 to 50% MFI) Non-
Elderly. Small Family Renter Households ........ 76
Priority High: All Other Very Low-Income (0 to 50%
MFI) Renter Households ................... 76
Priority High: Very Low-Lncome (0 to 50% MFI) Elderly
Priority Medium: Existing Very Low-Income (0 to 50%
MFI) Home Owner ...................... 78
Priority Low: First Time Very Low-Income (0 to 50%
MFI) Homebuyers ....................... 78
Priority Medium: Low-Income Non-Elderly . Large Related
Renter Households ....................... 78
Priority Medium: Low-Income Non.Elderly. Small Farnily
Renter Households ....................... 79
Priority Medium: All Other Low-Income Renter
Households ........................... 80
Priority Low: Low-Income Elderly Renter Households ................................... 80
Priority Medium: Existing Low-Income Home Owner
Renter Households ....................... 77
................................... a1
12 . Priority Medium: First Time Low-Income Homebuyers ................................... 81
13 . Priority Medium: Lower-Income (0 to 80 MFI) Homeless
Persons and Documented Migrant Farm workers and Day
Laborers ............................. 82
14 . Priority Low: Lower-Income Homeless Persons With
Special Needs .......................... 82
15 . Priority Medium: Lower-Income " At-Risk" Households ................................... 83
16 . Priority Low: Other Lower-Income Households With
Special Needs .......................... 83
C . Specific Objectives to Meet Identified Housing Needs .......... 86
1 . New Housing Production .................. 86
2 . Acquisition of Housing Units ................ 87
................................... 88
4 . Provide Rental Assistance .................. 89
5 . Provide Home Buyer Assistance .............. 89
D . Programs, Services and Special Lnitiative Strategies ........... 90
E . Proposed Accomplishment for Specific Objectives ............ 94
F . Non-Housing Community Development Plan ............... 96
3 . Moderate or Substantial Rehabilitation of Housing Units
6 . Provide Support Facilities and Services .......... 90
1 . Community Development Needs Assessment ...... 96
Page ii Table of Contents
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CITY OF CARLSBAl
. CONSOLIDATED STRATEGY & PLAT
2 . Specific Objectives to Meet Identified Cornmunit
Development Needs ..................... 10
H . Relevant Public Policies, Court Orders, and HUD Sanctions as Barriers t
Affordable Housing ............................... 10
I . Institutional Structure and Intergovernmental Cooperation ...... 10
1 . Description .......................... 10
2 . Overcoming Gaps ...................... 10
J . Coordination Efforts .............................. 10
K . Leverage Plan for the Use of.Funds and Matching Funds Requirement ........................................... 1G
L . Support of Applications From Other Entities for Federal and State Progra Funds ....................................... 10
M . Denial of Support For Application ..................... 10
N . Strategies for Lead Based Paint Hazard Reduction ........... 11
G . Geographic Distribution - All Priorities .................. 10
0 . Anti-Poverty Strategy ............................. 11
P . Public Resident Initiatives .......................... 11
Q . Monitoring Standards and Procedures ................... 11
SECTION 111 . ACTION PLAN .................................... 11
A . Standard Form 424: Form Application .................. 11
B . Projected Financial Resources to be Available .............. 11
C . Activities to be Undertaken ......................... 11
1 . Affordable Housing Activities .............. 11
D . Housing Activities for the Homeless .................... 14
E . Geographic Distribution - All Priorities .................. 14
F . Institutional Structure ............................. 14
1 . Funding and Incentives for Affordable Housing ... 14
2 . Network Building Activities ................ 14
G . Public Housing Improvements ........................ 14
H . Public Housing Resident Initiatives ..................... 14
I . Lead Based Paint Hazard Reduction .................... 14
J . Coordination Efforts .............................. 14
Citizen Participation Plan .................................... 14
Affirmatively Further Fair Housing .............................. 14
Anti-Discrimination ........................................ 14
Drug Free Workplace ...................................... 11
Anti-Lobbying ............................................ 11
LegalAuthority .......................................... 11
Specific CDBG Certifications ................................. 1~
Use of Funds ........................................ 1~
Citizen Participation ....................................... 14
Anti-displacement and Relocation Plan ............................ 14
Applicable Laws .......................................... 11
Table of Contents . Page
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
Community Development Plan ............................ 149
Special Assessments ................................... 149
Lead-Based Paint ...... .’ .............................. 149
Excessive Force ..................................... 149
APPENDIX TO CERTIFICATIONS ............................. 150
Instruction Concerning Lobbying and Drug-Free Workplace Requirements ........................................... 150
Page iv Table of Contents
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CITY OF CARLSBA
CONSOLIDATED STRATEGY & PLK
LIST OF APPENDICES
APPENDIXA ................................................ 1:
APPENDIXB ................................................ It
APPENDIXC ................................................ 21
APPENDIXD ................................................ 22
APPENDIXE ................................................ 23
APPENDIX F ................................................ 25
APPENDIXG ................................................ 26
APPENDIXH ................................................ 26
APPENDIX1 ................................................ 28
APPENDIXJ ................................................ 25
List of- Appendice Page
CITY OF CARLSBAD CONSOLIDATED STRATEGY & PLAN
LIST OF TABLES
Table 1: Race and Ethnicity of Population ................................ 7
Table 2: Race. Ethnicity and Income of Households ......................... 9
Table 3: Household Income by Census Tract ............................. 10
Table 4: Ethnicity/Race of Population by Census Tract ....................... 11
Figure 1 . City of Carlsbad Map ..................................... 13
Figure 2: City of Carlsbad Census Tract Map ............................ 14
Table 5: Housing Stock Inventory .................................... 15
Table 6: Estimated Number of Units Occupied by Lower-Income Households With Lead Based
PaintHazards ............................................ 19
Table 7: Estimated Number of Units With had Based Paint Hazards
Table 8: Shelters for the Homeless Serving San Diego - North County Coastal ........ 22
by Census Tract ........................................... 19
Table 9: Homeless Programs and Services by City Churches ................... 24
Table 10: Regional Homeless Programs and Services ........................ 25
Table 11 : Housing Assistance Needs of Low and Moderate-Income Households ....... 33
Table 13: Comparison of Very Low-Income Renter Households by Race/Ethnicity ..... 35
Table 12: Percentage of Income Group by Tenure Experiencing Overcrowding ....... 34
Table 14: Comparison of Very Low-Income Owner Households By Race/Ethnicity ..... 37
Table 15: Comparison of Low-Income Renter Households by Race/Ethnicity ......... 39
Table 16: Comparison of Low-Income Owner Households by Race/Ethnicity ........ 40
Table 17: Homeownership by Income Group ............................. 42
Table 18: Homeless Populations and Subpopulations ........................ 46
Table 19: Carlsbad Camps - July 1991 to June 1992 ........................ 48
Table 20: Non-Homeless Special Needs Populations ........................ 52
Table 21: Frail Elderly Lower-Income Households .......................... 53
Table 22: 1993 Treatment Admission and Exits ........................... 56
Table 23: Estimated Persons with AIDS and HIV Infection
in Need of Housing Assistance .................................. 58
Table 24: Priorities for Assistance 5-Year Plan ............................ 72
Table 25: Need for Rental Housing by Bedroom Size ........................ 84
Table 26: Affordability of Occupied Rental Housing By Income Category ........... 84
Table 27: Affordability of Occupied Dwelling Units By Unit Size and Tenure ........ 85
Table 28: Affordability of Vacant Dwelling Units By Unit Size and Tenure .......... 85
Table 29: Households Assisted Over Five-Year Period ....................... 95
Figure 3: Map of the Village Redevelopment Area ......................... 98
Figure 4: Map of the Barrio Study Area ................................ 99
Table 30: Support of Applications by Other Entities Report ................... 110
Table 3 1: Poverty Status of Population by AgeIFamily ...................... 112
Table 33: Listing of Proposed Projects ................................. 121
Table 32: Projected Financial Resources for- 1995-96 ....................... 117
Table 34: Listing of Proposed Housing andlor Housing Related Projects for 1995-96 . . 140
Page vi List of Tables
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CITY OF CARLSBh
CONSOLIDATED STRATEGY & PLA!
EXECUTTXVE SUMMARY UGiii
The Consolidated Strategy & Plan (Consolidated Plan) introduces a new consolidated process fc
four U.S. Department of Housing and Urban Development (HUD) formula-based programs:
(HOME); 3) Emergency Shelter Grants (ESG); and, 4) Housing Opportunities for Persons wir
AIDS (HOPWA). This new process replaces all current HUD planning, application, an
reporting requirements with a single submission and satisfies the regulatory requirements for tk
four HUD formula based programs.
Community Development Block Grant Program (CDBG); 2) HOME Investment Partnershi]
The Consolidated Plan is a five-year housing and community development plan covering tk
period from July 1, 1995 to June 30, 2000. The purpose of the Consolidated Plan is to provid
States and local units of government with: 1) a comprehensive assessment of housing an
community development needs over a five year period; 2) a coordinated housing and communi1
development plan incorporating Federal, State and local public and private resources; and 3)
annual implementation plan.
Additionally, the Consolidated Plan furthers the statutory goals of the four formula base!
programs through a collaborative process whereby the community establishes a unified vision fa
community development actions. The goals of the four programs are to:
Provide decent housing;
Provide a suitable living environment; and,
Expand economic opportunities.
The Consolidated Plan is comprised of four major sections, each of which represents a step i
creating a plan to address local affordable housing and community development needs for the fiv
year period. In the Consolidated Plan, a state or local government will estimate the housin;
assistance needs of its very low income, low income and moderate income families, including th
needs of homeless individuals and families and non-homeless persons with special needs, and wil
assess the availability of unassisted housing, assisted housing and other resources for addressin:
the needs. On the basis of this information, the jurisdiction will develop a strategy for meetin:
these housing assistance and the community development needs of the City over the next fiv
years.
Each year, the jurisdiction will decide how the available resources will be used to provid
affordable housing for needy individuals and families and pro~vide descriptions of the actul
(proposed) projects to be funded. Lastly, the City will certify to it's commitment to comply wit
various federal regulations, such as: 1) Affmatively furthering fair housing; 2) A residentia
antidisplacement and relocation assistance plan; 3) Drug-free workplace; 4) Anti-lobbying; 5
Authority of jurisdiction to carry out programs; and 6)Consistency of housing activities with tht
strategic plan.
Executive Summary Page vi
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
Citizen participation in the process of developing, implementing, and reviewing the Consolidated
+ , -. Plan is highly encouraged. The jurisdiction must develop and follow a detailed citizen
;.~ ' &uticipation.plan that maximizes participation of citizens, emphasizing the involvement of low,
very low, and extremely low-income residents where housing and community development funds
may be spent (see Appendix I). AS required, a public review period of thi.rty (30) days will be
provided to obtain the views of citizens, public agencies, and other interested parties. Citizen
comments and the jurisdiction's responses must be included in the Consolidated Plan submission.
This Consolidated Plan was prepared with the assistance of the San Diego Association of
Governments (SANDAG) and the U.S. Department of Housing and Urban Development (HUD).
SANDAG and HUD provided guidance and census data required to complete the Consolidated
Plan.
Comments and/or questions regarding this Consolidated Plan and its implementation should be
directed to:
CITY OF CARLSBAD
HOUSING AND REDEVELOPMENT DEPARTMENT
2965 ROOSEVELT STREET, SUITE B
CARLSBAD, CALIFORNIA, 92008
(619) 434-281 1
Page viii Executive Summary ~ ~ ~~~~ -~
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CITY OF CARLSBAI
CONSOLIDATED STRATEGY & PLAT
SUMMARY OF DEYELOPMENT PROCESS
The City of Carlsbad's Consolidated Plan has been prepared by the City's Ho ~~
Redevelopment Department and developed in accordance with the final rule-for Consolidate
Submission for Community Planning and Development programs published in the Federal Registe
on January 5, 1995. It is anticipated that the instructions and/or regulations related to th
development and implementation of the Consolidated Plan will change over time. The City c
Carlsbad will amend its Consolidated Plan as required to remain in compliance with federl
regulations for the Community Development Block Grant Program.
In preparing the City's Consolidated Plan, four general tasks were undertaken:
~~
1, Assemble information regarding the requirements of the Consolidated Plan an
information for the housing assistance needs analysis and the inventory of housin
and housing related support facilities;
development process;
2. Organize public forums to solicit public participation in the Consolidated Pla
3. Prepare a draft document for public review and comment; and
4. Prepare and submit a fml Consolidated Plan.
Assembling Information
To develop this Consolidated Plan, the City of Carlsbad was provided assistance from the U.S
Department of Housing and Urban Development (HUD) and the San Diego Association c
Governments (SANDAG). HUD provided much of the necessary 1990 U.S. Census data an
manuals to help guide the City in the specific contents required for the Consolidated Plan. Th
City also requested technical assistance from SANDAG. SANDAG provided some neede
housing and income data by census tract from the 1990 U.S. Census and to determine the housin
or supportive housing needs of the homeless and others with special needs.
In addition, many organizations were contacted to provide estimates of the number of homeles
persons and other persons with special needs in need of housing assistance. The variot
organizations contacted by staff include: the County of San Diego's Department of Mental Healt
Services, Environmental Health Services, Epidemiology, Alcohol and Drug Services, and tk
Office of AIDS Coordination, the Area Agency on the Aging, the Regional Task Force on tk
Homeless, and Area XI11 Developmental Disabilities Board.
To inventory the housing and social service agencies providing services to the City of Carlsbac:
the City, in conjunction with the County of San Diego and other entitlement cities, conducted
single survey of housing and social service agencies in the region. SANDAG distributed an
tabulated the results of the survey.
The survey requested information about the agency, its clients, and its programs. .Mol
specifically, the information revealed the agency's character, its housing related or social servic
activities, the clients it served, the areas served, its mission, plans for future programs ac
Development Process ~ ~ ~~~~ Page i
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
knowledge of federal housing funding programs.
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J r ".., r , ..: $ .. efir-tvith citizen participation and involvement requirements of the Consolidated Plan
process, as established within the City's Citizen Participation Plan, included as Appendix I, the
City accepted verbal and written comments during the development of the Consolidated Plan to
obtain the views of citizens, governmental officials, developers, non-profit organizations, and
other interested parties on the City's housing needs and priorities and strategies for addressing
these identified needs. Any comments or questions were to be directed to:
CITY OF CARLSEjAD
HOUSING AND REDEVELOPMENT DEPARTMENT
2965 ROOSEVELT STREET, SUITE 8
CARLSBAD, CALIFORNIA, 92008
(6 19) 434-28 1 1
A public hearing before the City Council was held on January 10, 1995 to accept comments on
the needs of low and moderate-income residents and the proposed Housing and Comufity
Development Objectives for Carlsbad's CDBG program. City Council held another public hearing
on April 4, 1995 to again solicit comments on the needs of low and moderate-income persons and
to accept comments on the various proposals submitted for funding consideration under the City's
CDBG program.
Notices in a local newspaper, the North County Blade Citizen, were published announcing these
public hearings. In addition, organizations and persons listed in Appendix G were mailed notices
of the public hearing before the City Council. Citizen comments are outlined in the Appendix J
of this Consolidated Plan.
Initial Draft Consolidated Plan.
Upon receiving information from HUD, SANDAG, appropriate social service organizations and
citizens, city staff completed an analysis of the housing needs of the low' and moderate income
households within Carlsbad and drafted a plan for implementing programs which would assist the
City in meeting the identified needs, The draft plan was reviewed by City staff and appropriate
revisions were made to the document prior to releasing it to the public for review and comment.
Public Comment Period
Consistent with citizen participation and involvement requirements of the Consolidated Plan
process, the City made the draft Consolidated Plan available for public review and comment for
the required 30 day period from April 17 to May 16, 1995. A notice was also published in the
local newspaper to inform the general public that the City of Carlsbad's 1995-2000 Consolidated
Strategy and Plan was available for public review and comment and copies of the document were
available at five City facilities located throughout the community. Organizations and persons
listed in Appendix G were mailed notices of the public review and comment period and the
Page x Development Process
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CITY OF CARLSBA
CONSOLIDATED STRATEGY & PLA
availability of the document at the various City facilities. In addition, the draft Consolidated P1
document was distributed for review to persons and/or organizations requesting a copy of t
Consolidated Plan. Citizen comments are outlined in Appendix J of this Consolidated Plan.
During the thirty (30) day public review and comment period, City staff presented I
Consolidated Plan to the City Council for review and approval. The Consolidated Plan u
presented as a public hearing to receive comments and for approval of the Draft Consolidated PI
before the City Council on May 16, 1995.
Preparation of Final Draft Consolidated Plan and Submittal
Following the City Council meeting and the end of the public review and comment period, t:
draft was revised to address comments made during this review and comment period a!
comments made at the public hearings. The approved final draft Consolidated Plan was submitt
to the U.S. Department of Housing and Urban Development and the State Department of Housil
and Community Development for review and a determination of compliance with applicat
federal regulations.
Development Process ~~ ~____ ~ Page :
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
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Page xii Development Process
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CITY OF CARLSBA
CONSOLIDATED STRATEGY & PLA
INTRODUCTION DNI
On November 28, 1990, President George Bush signed Public Law 101-625, called the Cransto
Gonzalez National Affordable Housing Act (NAHA) into law. The new legislation is a two-ye
authorization of current Department of Housing and Urban Development (HUD) programs as WI
a~ several new programs and short-term demonstrations. It is the result of three years of intensi
hearings, debates, and refinement by Congress to craft legislation designed to continue and expa
the federal commitment to affordable housing, the homeless, and to community developmc
efforts at the state and local levels.
In enacting the National Affordable Housing Act, Congress expressed its intent with regard
implementation of current and new programs in a Conference Report (House Report 101-943) tb
accompanies the bill. The Conference Report language is used both by HUD and by the cow
in interpreting the law and ensuring that implementation is consistent with "Congressional intent
As stated in the Code of Federal Regulations (24 CFR Part 91), "the centerpiece to these ne
programs, as well as to management of existing programs, is the Act's requirement that State a1
local governments must have a Comprehensive Housing Affordability Strategies (CHAS). 'I
The National Affordable Housing Act requires that a general local government have
Comprehensive Housing Affordability Strategy that has been approved by HUD for the fiscal ye;
in order to receive funding under certain HLTD programs. In addition, for certain other program
the Act requires that an application include a certification of consistency of the proposal with 2
approved housing strategy for the jurisdiction in which the proposed project will be located.
Local planning documents have been required by HUD since 1975. HUD has required th
preparation of a local housing planning document as a condition to receiving certain types of loc:
govemment funding. First, a Housing Assistance Plan (HAP) was required under the Communit
Development Block Grant Program and used in connection with assisted housing programs. The1
under the Stuart B. McKinney Homeless Assistance Act, a Comprehensive Homeless Assistanc
Plan (CHAP) was required as a condition of funding for local programs to provide shelter fc
homeless persons. The CHAS replaced both the HAP and CHAP requirements.
In 1994, HUD consolidated the application and reporting processes for four housing an
community development formula-based programs: Community Development Block Gm
(CDBG), HOME Investment Partnerships, Emergency Shelter Grants (ESG) and Housin
Opportunities for Persons with AIDS (HOPWA). The CHAS was amended to include the ne'
application process for these programs resulting in the new requirement for the development c
the Consolidated Strategy and Plan for Housing and Community bevelopments (Consolidate
Plan).
This new process replaces all current HUD planning and application requirements with a sing1
submission and satisfies the regulatory requirements for the four HUD formula programs
Consolidating the submission requirements offers local jurisdictions a better chance to shape thes,
Introduction page
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
various HUD programs into a more effective, coordinated, and comprehensive housing and
'-: y : community development strategy which reduces duplication of effort at the local level. c. .
.~
a. ! ., ;-. ,
.I A. L. TheAConsolidated Plan will create the impetus for a jurisdiction to examine is housing and
community development needs in a holistic way, establish goals and develop a plan for carrying
out those activities. In the Consolidated PIan, a state or local government will estimate the
housing assistance needs of its very low income, low income and moderate income families,
including the needs of homeless individuals and families and non-homeless persons with special
needs, and will assess the availability of unassisted housing, assisted housing and other resources
for addressing the needs. On the basis of this infomation, the jurisdiction will develop a strategy
for meeting these housing assistance and the community development needs of the City over the
next five years. Each year, the jurisdiction will decide how the available resources will be used
to provide affordable housing for needy individuals and families and provide descriptions of the
actual (proposed) projects to be funded.
The format for the Consolidated Plan consists of five parts and is divided into four major sections.
These four sections and their component parts are:
COMMUNITY PROFILE
1. Population Characteristics
2. Housing Market and Inventory Conditions
3. Needs Assessment
4. Available Resources
FIVE YEAR STRATEGIC PLAN
1. Housing and Non-Housing Priorities Analysis
2. Objectives to Meet the Needs
ONE YEAR PLAN/ACTION PLAN
1. Available Resources
2. Activities to Be Pursued
CERTIFICATIONS
1. Available Resources
2. Activities to Be Pursued
Each part of the Consolidated Plan contains narrative discussions of affordable housing and
supportive housing for homeless persons and others with special needs, SupPofled by tables and
other documentation.
The "Population Characteristics" section of the Consolidated Plan summarizes the essential
demographic data describing the general population, including any trends in population,
household, and racial and ethnic characteristics for Carlsbad. It also provides the percentages of
households who are of very low, low, moderate, or upper-income. In addition, the narrative for
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this section includes an analysis of areas of racial/ethnic and low-income concentration,
The "Housing Market and Inventory Conditions" section of the Consolidated Plan summariz
local housing market and inventory characteristics, including trends in population, househo
formation and,housing, as we11 as information on the assisted housing and public housing stoc
It also summarizes the facilities and services available for homeless persons and other no
homeless persons with special needs. The narratives for this section include a description of t
most significant market and inventory conditions in the jurisdiction as well as the nature and exte
of the cost burden and severe cost burden experienced by renters within Carlsbad. This sectic
discusses the housing market in Carlsbad in terms of supply, demand and cost of housing a1
highlight any adverse effects these market conditions have on producing rental housing, promoth
new home ownership opportunities, alleviating overcrowding and meeting the needs of unde
served population groups, such as large families. In addition, the City analyzes the potential I
lead based paint hazards in Carlsbad.
The "Needs Assessment" summarizes available data on the most significant current housing nee4
of very low income, low income and moderate income families in Carlsbad and projects tho,
needs over the five year Consolidated Plan period. This part also summarizes the most significa
current supportive housing needs of homeless persons and other non-homeless persons with speci
needs. The narrative for this section describes the City of Carlsbad's assessment of the rno
significant current housinglshelter needs as presented in the various tables, as well as our projectc
. needs. A five year projection of supportive housing needs of homeless persons or others wit
special needs is not required. However, where the City anticipates there will be a significa~
change in supportive housing needs in the foreseeable future, we will discuss those future neec
in the narrative sections which address current needs.
The "Resources" section of the Consolidated Plan describes the various federal, non-federal, ar
private resources and programs the City anticipates wiU be available. The programs and resoura
are listed by activity type (i.e. acquisition, rehabilitation, new construction, home buyc assistance, rental assistance, homeless assistance, homeless prevention).
The "Five Year Strategy" states the City of Carlsbad's general plans and priorities to be pursuc
over the five-year period of the Consolidated Plan (1993-1998). The strategy is based on tl
City's overall analysis of the needs and market and inventory conditions, as outlined within d
first thre sections noted above. Basically, the five-year strategy describes the City's action pl;
for addressing imbalances between its needs for housing assistance and its affordable housing an
supportive housing and services inventory. The City is required to summarize our invest me^
priorities for very low income and other low income housing and discuss our reasons for settin
the priorities. The determination of priorities is to flow logically from analysis of how the sizt
distribution, condition and cost of the housing inventory matches up with the needs and types (
housing problems of various income, racial, family and tenure groups. In addition, strategies fc
the reduction in lead based paint hazards are discussed.
Introduction Page
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
The "One Year Plan/Action Plan" translates the City's five-year strategy and anticipated
available resources into a one year action plan and goals which will guide the City's resource
allocation and investment decisions during the coming year. The City is required to describe our
investment plans and goals and the specific actions we will take to achieve those commitment
levels and goals. Also, the City has described the actions to be taken to remove or ameliorate the
negative effects on housing affordability created by public policies. The City will also outline
how we intend to monitor our programs for compliance with our strategy.
The final section, "Certifications", contains the certifications required for the City's annual
submission to the U.S. Department of HUD. The certifications state the City's commitment to
comply with various regulations, such as: 1) Affirmatively furthering fair housing; 2) A
residential anti-displacement and relocation assistance plan; 3) Drug-free workplace; 4) Anti-
lobbying; 5) Authoriiy of jurisdiction to carry out programs; 6)Consistency of housing activities
with the strategic plan; 7) Acquisition of real property and relocation assistance; 9)
Establishment and compliance with a Citizen Participation Plan; 10) Community Development
Plan; etc.
California law mandates that each jurisdiction in San Diego County prepare and adopt a revised
housing element by July 1991. The law specifies what must b$. addressed in the housing element.
In many respects, the required contents of the housing element are similar to the required contents
of the Consolidated Plan. In the interest of paper reduction, the City of Carlsbad's Housing
Element is hereby incorporated by reference into this report.
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SECTION I. COMMUNITY PROFILE
A. Market and Inventory Characteristics ~~~1
1. Community Description
"The City of CarIsbad, California, incorporated in 1952, is approximately 42 square miles (
beautiful coastal San Diego County. Known as the "Village by the Sea", Carlsbad has the chan
of a quaint seaside community together with the contemporary feel and look of a progressiv
business environment. Named for a famous spa in Karlsbad, Bohemia (because of the similarit
of the mineral water), Carlsbad is bordered on the west by uncrowded Pacific beaches and on th
east by rolling hills and chaparral covered mesas.
Carlsbad has evolved in the past decade as a focal point in North San Diego County for bushes
and cultural activity. The City welcomes progressive and creative businesses to explore some c
San Diego County's most prime industrial land and commercial opportunities.
Its progressive city govemment legislates a unique balance of public services and plannin
strategies to meet the current and future needs of the citizenry. Though committed to economic
growth, the city is critically sensitive to Carlsbad's unique ecological position as a coastal city o
beaches, fragile lagoons, and unspoiled canyons.
Carlsbad is strategically located between two .of California's largest metropolitan areas, Lo
Angeles 90 miles to the north and San Diego 35 miles to the south. A major freeway, Interstatc
5, traverses the city from the north to south, providing easy access and transportation to all point
of Southern California.
Carlsbad boasts one of the most attractive climates in Southern California. Virtually smog-free
the air is regularly cleansed by the cool Ocean breezes of the Pacific. Its vivid blue skies, lov
humidity, and light rainfall make the Carlsbad area delightful for living, working, and playing,
Temperatures range from an average of 58 degrees in January to an average of 73 degrees in July
Annual rainfall averages about 7 inches, most of it falling between October and February. "l
a. Background and Trends
Carlsbad is considered a highly desirable place to live and has attracted many households fron
around San Diego County, as well as the state and the nation. People are attracted to Carlsbac
not only for its desirable physical assets, such as an attractive climate, proximity to large urba~
cities and coastal location, but also for its variety of educational and community facilities, lov
crirne rate, progressive city government, and employment opportunities.
Carlsbad families can provide their children with different opportunities for education. There are
approximately thirteen public elementary, junior high, and high schools and six private schools to fulfill the educational needs of Carlsbad's youth. According to the 1990 U.S. Census data, 01
the children between three to seventeen years of age, 90 percent are enrolled in pre-primary
1 Carlsbad Chamber of Commerce, Community Overview
Section I. Community Profile Page 5
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & 1PL.AN
~ "~-~~ ~ ~~ ~
.elemen@ry, or high school. Higher education can be sought in eight public or private colleges
'and universities around San Diego County.
The social needs of Carlsbad residents can be meet through a spectrum of recreational and cultural
facilities. Within Carlsbad, residents can find a Cultural Arts Center, art galleries, movie
theaters, libraries and churches. For recreation, residents have access to natural recreational areas
such as the miles of public beaches and three lagoons. The City also provides nineteen parks,
basketball, volleyball and tennis courts, a public swimming facility, community centers,
recreational halls, and gymnasiums.
While the social and academic environment may attract households to locate in Carlsbad, the
relatively safe environment of Carlsbad .also serves as an inducement to locate in Carlsbad. In
1992, the Carlsbad Police Department stated that the FBI Index Crime Rate (Crimes per I,)()()
popu1ation) was 56.3, a 2 percent decrease from 1991. Of those crimes committed in 1992, only
11 percent were violent crimes and 89 percent were property crimes. In comparison to other cities
within San Diego County, Carlsbad had the lowest FBI 'Index Crime Rate, with the exception of
Coronado, according to a San Diego Association of Governments' report Crime in the San Diego
Region 1992.
On the economic front, Carlsbad's location and abundance of undeveloped commercial and
industrial acreage has brought about a conducive environment for business in the community.
Carlsbad has evolved in the past decade as a focal point in North San Diego County for business
activity. The City not only enjoys a healthy retail base but also a solid manufacturing base. The
major employment centers continue to be in the regional shopping center (Plaza Camino Real) and
the office industrial corridor that surrounds the Palomar-McClellan Airport.
Major manufacturing employers in Carlsbad include Callaway Golf, Cobra Golf, and The Upper
Deck. La Costa Hotel and Spa and Plaza Camin0 Real Shopping Center dominate as major
employers of both the non-manufacturing and manufacturing employers.
With significant amounts of undeveloped acreage designated for commercial and industrial
development, it is expected that opportunities for employment will only increase. Currently, the
City, with its major employment centers and access to major transportation corridors such as
Interstate 5 and State Highway 78, has been one of the fastest growing employment centers in the
San Diego region.
Ln employment trends for 1980 to 1988, the regional average showed an increase of 4.8 percent
in new job creation versus an increase of 10.9 percent for Carlsbad. In the Regional Growth
Forecast 1986-2010 by San Diego Association of Governments (SANDAG), the projected
employment growth for Carlsbad from 1986 and until the year 2010 shows a 105 percent increase
in employment.
Many VrSOnS find that the Careful phning of the city by its government has been the key to the preservation of a safe and prosperous environment in Carlsbad. The City's adherence to a growth
Page 6 ' Section I. Community Profile
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management plan has effectively managed the residential and commercial growth and ensuring tl
development of a well balanced community.
It is the great many attractive aspects of Carlsbad, such as its growth in employment opportunitie
access to numerous educational, recreational and cultural facilities, and managed city growth, th
has also contributed to the lack of affordable housing, particularly for lower-income household
The many appealing aspects of Carlsbad has attracted many affluent households to locate
Carlsbad. As shown in the 1990 U.S. Census data, the median annual household income fi
Carlsbad is $45,739. The majority of Carlsbad households (71 percent) have had some collej
education and many (45 percent) hold a degree of some level.
This demand for housing has been meet by the residential development community as evidencc
by the predominate construction of "move-up" and luxury single family homes in Carlsbad sin1
1980. Such constraints as the City's coastal location and growth management plan have al,
contributed to the development of higher end residential products due to the high cost
developing residential units in Carlsbad and a lack of housing affordable to lower-incon
households. Recognizing the need for housing for all income groups, particularly for lowe
income groups, the City has adopted goals, policies, and strategies, through the adoption of tl
its Housing Element and this Consolidated Plan to help achieve a balanced community wi
housing opportunities for all.
b. DemographicdLow-income and Racial/Ethnic Concentration w. Table 1, "Race and Ethnicity of Population," provides 1990 U.:
Census data for the City of Carlsbad on the total' population, and the numbers classified as Whi
(Non-Hispanic), Black (Non-Hispanic), Hispanic (all races), Native American (Non-Hispanic
AsiadPacific Islander and Other (Non-Hispanic). It provides similar information from the 19i
U.S. Census.
The 1990 population totals 63,126 persons, of which 82 percent are White, 1 percent are Blac
14 percent are Hispanic, less than 1 percent are Native American and Other, and 3 percent a
AsiadPacific Islanders. Of the total 1990 population, 2 percent (1,423 persons) live in grol
quarters. Of those persons, 300 persons live in institutional quarters and 1,123 live in no
institutional quarters.
..
Table 1: Race and Ethnicity of Population .
[ Population % Change 1990 Census Data 1980 Census Data
white (mHispanic)
230 96 702 213 B1ack (nowHispanic)
75 % 5 1,555 29,450
Hispanic (dl nces) 82 % 8,700 4,790
Native American (nnn.Himanic) 287 % 205 53
Section I. Community Profile Page
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
" ~ ~-
I 1 . ~~~~~~
Population 1980 Census Data % Change 1990 Census Data
Asian & Pacific Islands &Others (- 100% 1,964 984
Hispanic)
TOTAL POPULATION
85 % 24,988 13,510 HOUSEHOLD POPULATION
68 % 63,126 37,470
NON-HOUSEHOLD POPULATION 67 % 40,128 23,960
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Source: 1990 U . S . Census
From 1980 to 1990, the percentage of whites decreased slightly from 83 to 82 percent of the total
Carlsbad population. The number of Hispanic persons also slightly increased, from 13 to 14
percent for the same time period. AsidPacific Islanders and Other, Blacks and Native
Americans remained relatively constant as percentages of total population.
r.nfmmL
Income is one of the most important characteristics defining housing need. It directly affects the
range of housing available and influences the affordability of such housing. Housing also relates
to housing tenure; as income increases, the ratio of home ownership tends to increase.
According to the 1990 U.S. Census data, of the 24,988 households residing in the City of
Carlsbad, 12 percent of the households are very low-income households. Another 12 percent of the households are classified as low-income households. A small percentage of Carlsbad
households, 7 percent, are of moderate-income. The majority of Carlsbad households, 69 percent,
em incomes above 95 percent of the median family income.
The Federal government defines Very Low-Income, Low-Income, and Moderate-Income as
follows:
Very Low-Income Households: Households whose gross income is equal to 50 percent
or less of the area median family income (MFI).
Low-Income Households: Households whose gross income is between 51 percent and 80
percent of the area median family income {MFI).
Moderate-Income Households: ' Households whose gross income is between 81 percent and
95 percent of the area median family income.
For a four person household in FY 1994, very low-income is estimated at $22,700; low-income
is estimated at $36,300; the median-income is estimated at $45,400; and moderate-income is
estimated at $54,500. Median income'estimates for other household sizes are derived from the
$45,400 median income for a four person household.
Page 8 Section I. Community Profile
I CITY OF CARLSBA
I CONSOLIDATED STRATEGY & PLA
by - As shown in Table 2, of all Carlsbad households, native arnerican ar I percent of the MFI). The percentage of whites and asiadpacific islanders who are of low1
income is comparable to the average 24 percent of all Carlsbad households classified as lowe,
income. Very few black households, 5 percent, are earning incomes in the lower income range:
Nearly all of the 152 black households in Carlsbad, 95 percent, are earning above 95 percent c
the median family income. The majority of white and asiadpacific islanders households are als
..
hispanic households have the largest percentage of households who are of lower-income (0 to E
I
I earning above 95 percent of the MFI.
1 Table 2: Race, Ethnicity and Income of Households
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Race and Ethnicity % %Moderate % Low % Very Low % ofTotal Total
Hoy%o'ds (&PX% (8T?&N% o &%a!& Househo1ds
,
White (nmHispanic) 71% 7% 11% 11 % 89 % 22,125
B1ack (non-Hispanic)
45% 11% 23 % 21 % 7% 1,868 Hispanic (111 races)
95% 0% 5% 0% 1% 152
Native American 37 I 16% 17 % 30 % 1% 169
(non-Hispank)
Asian & Pacific Islands 77 % 2% 8% 13 % 3% 674
&Others (wn-Hispanic)
TOTAL HOUSEHOLDS 69% 7% 12 % 12 % 100% 24,988
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Source: 1990 U.S. Census
of Inwer-income. The Federal regulations for the Communi?
Development Block Grant (CDBG) program allow CDBG entitlement cities to undertake arl
falls within the upper quartile (25 percent) of all areas within the community's jurisdiction i~
terms of the degree of concentration of low and moderate-income persons. As a Cornmunit]
Development Block Grant Entitlement City, Carlsbad census tracts by block group are considerec
low/moderate income if 29.39 percent of the families in the census block have incomes below 8(
percent of the San Diego County median income.
Household income information was obtained from the 1990 Census. A small number of censu;
tracts overlap with neighboring jurisdictions.
As shown in Table 3, there are eleven lowlmoderate-income concentrated census blocks ir
Carlsbad (176.01 Block Group 3,178.05 Block Group 1, all of 179.00 and 180.00, 198.02 Block
Group 7, and 200.12 Block Group 1). Census Tract 179.00 has the highest concentration oj
Iow/moderate-income households in Carlsbad.
benefit activities in any residential area where the proportion of low and moderate income person!
Section I. Community Profile Page 5
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
Table 3: Household Income by Census Tract
Source: 1990 U.S. Census
t
Census Tract % LowIMod
171.03 0
177.00
178.01 I 4
Block Group 2 26
178.06 1.5
178.07 28
178.08 12 ................. ....................... ~ ..... .................................................... ......................................... ..... ............................................ ; ................................................... :::: pi. .... ~-.~. :.:.
:.. *. ;:. ';...'. ..:..;..;<,.,. ,:,: <,:: :::
:.fn;. ........................ ............................... '~~::~~.:.:.~~ ..................... :.. ..,..... ;..:.:............I .... ;; ,.:; :.:.:.:< ......................................................... ::: .~.':.:.::::...)~. ! '. ~.~...~. !...~... -.~ : :::: ................. .. ..................... ........ ............... ....... ... ................................... ............ ..........................
Block Group 1 56
Block Group 2 69
Block Group 1 38
Block Group 2 45
Block Group 3 40
198.01 19 ....................................... ......................................................... ......................... : : : : .....................
........... .......................................... '~~~~~~~~~~~~~~~~~~~~ .. ? 23
I200.05 I 01
1 pi I1 Block Group 2
Block Group 3
Block Group 4
Block Grou 5 10
Page 10 Section I. Community Profiie
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. For purposes of this Consolidated Plan,
raciallethnic concentration is defined as a census tract where the total minority population, as
percent of all households, exceeds 38 percent (10 percent higher than the regional average).
moderate concentration is defined as a census tract where the minority population, as a perce
of all households, exceeds 43 percent (25 percent higher than the regional average). A sevel
concentration is defined as a census tract where the m’inority population, as a percent of a
households, exceeds 52 percent (50 percent higher than the regional average).
According to the 1990 Census, the regional population averages for racial/ethnic minority grou]
were 6 percent Black (Non-Hispanic), 7.4 percent AsiadPacific Islander (Non-Hispanic), 0.
percent Native American (Non-Hispanic), 0.1 percent Other (Non-Hispanic) and 20.4 perce
Hispanic. Therefore, the region’s total minority population as a percent of total population is 34
percent.
One census tract (176.01) in Carlsbad exceeds the regional average of racial/minority groups bl
the number of minority households within this census tract (35.4 percent) does not meet tf
definition of a concentration for the purposes of this Consolidated Plan. As shown in Table L
in the City of Carlsbad, there are two census tracts that have a concentration of minori~
households, when compared to the San Diego region as a whole. There is one census tract in t€
City (200.05) that has a moderately concentrated population of minority households and or
cem tract (179.00) that has a severely concentrated population of minority households. Cem
Tract 179.00 not only has the most severely concentrated population of minority households bl
also has the highest percentage of low/moderate-income households in Carlsbad, as discussel
previously.
Table 4: EthnicityRace of Population by Census Tract
1
Section I. Community Profile Page 1:
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
I I I Ethnicity - As Percentage of Total Population 1
Source: 1990 U.S. Census
In an analysis of each census tract, the 1990 U.S. Census data shows that the majority, if not all,
of the minority households are Hispanic. For the three census tracts with concentrations of
minority households, 91 to 100 percent of minority households are Hispanic,
c. Employment
Of the 51,013 persons 16 years of age or older in Carlsbad, 35,455 or 66 percent are employed
in the armed forces or civilian work, according to the 1990 U.S. Census. Only 30 percent of
those civilian employed are actually working within the City. Many persons are commuting to
Carlsbad to work. The scarcity and affordability of housing may prevent them from living in
Carlsbad.
The 1990 Census further shows that the retail trade employs the highest percentage (16.4 percent)
of these civilian workers. The finance, insurance, and real estate industry employs 1 1.4 percent
of Carlsbad workers and the manufacturing (durable) industry employs 9.7 percent.
As would be expected in a comunity where the majority of households, 69 percent, earn incomes
above 95 percent of the median family income, many Carlsbad residents are employed in
professional type occupations. The 1990 Census indicates that the occupations with the highest
2) Professional specialty (17.4 percent); and 3) Sales (16.8 percent).
The major employment centers in Carlsbad continue to be in the regional shopping center (Plaza
Camino Real) and the office industrial corridor that surrounds the Palomar-McClellan Airport.
Major manufacturing employers in Carlsbad include Callaway Golf (2,000 employees); Cobra
Golf (800 employees), and The Upper Deck (675 employees). La Costa Hotel and Spa (950
'employees) and Plaza Camino Real Shopping Center (3,000 employees) dominate as major
employers of both the non-manufacturing and manufacturing employers.
With significant amounts of undeveloped acreage designated for commercial and industrial
development, it is expected that opportunities for employment will only increase. Currently, the
City, with its major employment centers and access to major transportation corridors such as
Interstate 5 and State Highway 78, has been one of the fastest growing employment centers in the
San Diego region.
Page 12 Section I. Community Profile
percentage of Carlsbad workers are: 1) Executive, administrative, or managerial (20,4 percent);
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Figure 1. City of Carlsbad Map
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Section I. Community Profile Page
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
Figure 2: City of Carlsbad Census Tract Map
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2. Market and Inventory Conditions a
This section summarizes 2ocal housing market and inventory characteristics, including the SUP
and demand of housing, condition of housing stock, as well as information on the assisted and
public housing stock. It also summarizes the facilities and services available for homeless persc
and other non-homeless persons with special needs.
The market and inventory conditions of Carlsbad, as discussed below, will be further analy;
later in Section IIb of the Five-Year Strategy. The following general discussion of the si
distribution, condition, and cost of Carlsbad's housing inventory and the inventory of facilities 2
services available for homeless persons and other non-homeless persons with special net
provides the basis for the analysis used to determine the City's priorities for housing assistar
and the strategies needed to meet such needs.
a. General Market and Inventory
(1) Supply of Housing
Table 5, "Housing Stock Inventory, " provides data for the City of Carlsbad on the total numl
u.S. Census, there are a total of 27,235 dwelling units, of which 92 percent are occupied anc
percent are vacant. Of the 24,995 occupied units, 9,437 dwelling units (38 percent) are renl
occupied. The remainder, 15,558 dwelling units (62 percent), are owner occupied units. Oft
2,240 vacant units, 793 (35 percent) are available for rent and 386 (17 percent) are available f
sale.
of year-round housing units by occupancy status and housing condition, According to the 19
Table 5: Housing Stock Inventory
Oandl 2 3 or More Vacancy
Catenow Bdrm Bdrms Bdrms TOTAL Rare I " I I I I I ....................................... ........ i.. ................
I For Rent 178 494 121 793 7.75%
t For Sale I 32 I 145 I 209 I 3861 2.42% ............... ...................... .......................
Source: 1990 U.S. Census
Demand for all housing units, as measured by vacancy rates, varies by community. Accordir
to 1990 Census, the vacancy rate .for the City was 7.8 percent, therefore, indicating a renter
market.
Section I, Community Profile Page 1
CITY OF CARLISBAD
CONSOLIDATED STRATEGY & PLAN
CW . According to the 1990 U.S. Census data, the
median value of owner occupied housing in Carlsbad is $255,869 and nearly all (90 percent)
owner occupied housing is valued at $150,000 or more. Approximately 52 percent of owner
occupied housing is valued at $250,000 or more. The median value of owner occupied housing
for San Diego County is $186,700 and 70 percent of owner occupied housing is valued at
$150,000 or more, The California Association of Realtors estimates that only 21 percent of all
households in the San Diego region could afford to buy the median priced home in 1990.
According to a April 1995 survey conducted by Market Profiles of San Diego, of 181 detached
single family homes offered for sale in Carlsbad for the fist quarter of 1995, 78 of the units were
sold. The majority of the 181 detached single family units available for purchase the fist quarter
of 1995 were four bedroom units (1 13 units). Fifty-two 5 bedroom units were available and
&teen three bedroom units were also available.
The weighted average price ranged from $296,925 for a 3 bedroom detached unit, $303,625 for
a 4 bedroom detached unit, and $317,370 for a five bedroom detached unit. The weighted average
price for these detached units were much higher than the prices for the total San Diego County
market region. For the San Diego County region, the weighted average price ranged from
$195,654 for a 3 bedroom detached unit, $242,493 for a 4 bedroom detached unit, and $295,306
for a 5 bedroom detached unit.
Of the 48 attached single family homes offered for sale in Carlsbad for the first quarter of 1995,
78 of the units were sold. The majority of the 48 attached single family units available for
purchase the fmt quarter of 1995 were 3 bedroom units (24 units). Sixteen 2 bedroom units were
available and eight 1 bedroom units were also available.
The weighted average price ranged from $192,154 for a 2 bedroom attached unit and $200,535
for a 3 bedroom attached unit. No weighted average price was available for the 1 bedroom
attached units available. The weighted average price for these attached units were also much
higher than the prices for the total San Diego County market region. For the San Diego County
region, the weighted average price ranged from $134,601 for a 2 bedroom attached unit and
$17 1,478 for a 3 bedroom attached unit.
The information from the survey of single family homes available for purchase for the frrst quarter of 1995 shows that the weighted average prices are beyond the affordable purchase price for lower
and moderate income households. The attached product was much more affordable than the
detached product available but were also smaller in size based upon number of bedrooms.
The 1990 U. S. Census data also shows the median contract rent for renter occupied units in I
Carlsbad as $7 11. The majority of renter occupied units (69 percent) are rented for $600 or more
a month. For San Diego County, the median contract rent is $564 and only 41 percent are rented
for $600 per month or more.
..
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According to a March 1995 survey of 1,977 units in Carlsbad conducted by Market Profiles
San Diego, the weighted average rents range from $481 for a studio unit to $896 for a th~
bedroom unit. The vacancy factor for the total units surveyed in Carlsbad was 4.14 percent. I
the total 110,404 San Diego County market region units surveyed, the weighted average re1
range from $518 for a studio to $826 for a three bedroom unit. The vacancy factor for the to
units surveyed in Sand Diego County market region was 4.96 percent. The renter affordabil
gap for Carlsbad, as defrned by those lower and moderate-income renter households experienci
a housing cost burden or severe housing cost burden is 4,185 and 1,977, respectively (see 'I
Risk" population discussion in Section 1 .b.2.iii).
(2) Condition of Housing Stock
Of the total housing stock which is either occupied or available for rent or sale, only 27 units a
complete plumbing facilities is used as an indicator of substandard conditions because no 0th
data is available to determine the number of units that are in substandard conditions. The lack
complete plumbing facilities is only one indicator of substandard conditions, as defined by t
Section 8 Housing Quality Standards. It is estimated that there are many more units that are
substandard condition due to other problems such as repairs needed to the roof, foundation,
electrical wiring.
Of the units determined to be in need of rehabilitation, due to plumbing deficiencies, 24 or ;
percent are rental units and 3 units are owner occupied. According to the definition of suitat
for rehabilitation and not suitable for rehabilitation used by the County of San Diego's Residenti
Rehabilitation program, all of the units are suitable for rehabilitation. Typically, dwelling uni
in need of rehabilitation are only considered not suitable for rehabilitation if such rehabilitatic
needs are cosmetic only and do not have at least one incipient health and safety or building COI
violation. The County of San Diego estimates that only 1 to 2 percent of dwelling units needh
rehabilitation could be characterized as not suitable for rehabilitation.
"needing rehabilitation", as defined by the lack of complete plumbing facilities. The lack
(3) Unit Appropriateness
. There are a number of units in Carlsbad that are suitable for occupancy by elderly familie
disabled families, and families with children. Since September 15, 1984, the California Buildin
Plumbing and Electrical Codes (Title 24, California Code of Regulations) requires minimu
adaptations for newly constructed, privately-funded apartment buildings having three or mc
units, condominium buildings containing four or more dwelling units, and privately-fund
shelters for homeless persons. These regulations allow for the adaptability and accessibility 1
dwelling units by persons with mobility or sensory impairments, including many elderly person
There are currently 54 apartment properties (3 or more units) and 2,795 condominium properti1
built from 1985 to the present.
In addition, Carlsbad has a Senior Housing ordinance that permits a density bonus for seni
citizen housing projects. There have been 229 units built and an additional 76 dwelling uri
approved for construction for senior citizens in Carlsbad utilizing the residential density bon
under the City's Senior Housing ordinance. There are currently two residential care facilities f
Section I. Community Profile Page :
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
seniors in Carlsbad, with a total of 295 bed spaces.
Families with children usually require units with two or more bedrooms, particularly three or
mort bedrooms. There are 9,930 two bedroom units and 13,814 three bedroom or more units in
Carlsbad. Approximately 51 percent of the total number of units in Carlsbad are three or more
bedroom units. Many of the two bedroom units (50 percent) are rental units. However, only 17
percent of the three bedroom units in Carlsbad are rental units. Three bedroom units are not
common in most rental markets for any income range.
(4) Environmental Quality
A housing related environmental concern is the hazard of lead based paint poisoning. In 1978,
legislation was adopted that banned the use of lead based residential paint due to the adverse
human health effects of lead. Therefore, it can be assumed that dwelling units built prior to 1980,
are more likely to contain lead based paint hazards.
As required by Section 1004 of the Residential Lead Based Paint Hazard Reduction Act of 1992,
the City of Carlsbad has estimated the number of dwelling units occupied by very low and low-
income households that may contain lead based paint hazards. This estimate was derived by using
the 1990 U.S. Census data for dwelling units built prior to 1980 and the national average for the
percentage of units containing lead based paint hazards. Nationally, the percentage of units
containing lead based paint hazards is as follows: 1) 62 percent of dwelling units built between
1960 to 1979, 2) 80 percent of dwelling units built between 1940 to 1959, and 3) 90 percent of
dwelling units built prior to 1940.
In the City of Carlsbad, there are a total of 12,729 dwelling units built prior to 1980 and may
contain lead based paint hazards. It is estimated that 1,770 of the total 12,729 dwelling units (14
percent) are occupied by lower-income households. Of the dwelling units occupied by lower-
income households, 81 percent are occupied by low-income households and 19 percent are
occupied by very low-income households (see Table 1.6).
The greater the percentage of such housing being occupied by lower-income households, the
greater possibility of lead-based paint hazards. The fmncial conditions of lower-income
households, particularly very low-income households, are barriers to maintaining the housing in
decent condition. The result is often deteriorated housing and greater lead-based paint hazards.
As shown in Table 6, approximately, 85 percent of the units estimated are renter occupied and 15
percent are owner occupied. Communities with a large percentage of the estimated dwelhg units
being rented, such as Carlsbad, have a higher rate of lead poisoning than similar communities with
a larger percentage of owner occupied units.
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Table 6: Estimated Number of Units Occupied by Lower-Income Households With Lea
Based Paint Hazards
Occupancy Total Units Built Before 1980 1960-1979 1940-1959 Pre-1940 status Low- Very Low- Low- Very LQW- Low- Very Low- Very Low- Total income income income income income Low- income income income
Renter 1,51 1,296 216 948 120 283 64 65 32
Owner 2! 135 123 129 123 6 0 0 0
TOTAL 1,7: 1,431 339 1,077 243 289 64 65 32
Source: 1990 U.S. Census
As shown in Table 7 below, census tracts 178.03, 179.00, and 200.12 have the highest risk (
lead based paint hazards as indicated by the age of the structure. Approximately 15 percent of tl
housing units identified with possible lead based paint hazards are located in these three censl
tracts. Census tract 179.00 is the highest at risk. It is estimated that this census tract contains tl
largest concentration (61 percent) of lower-income households in Carlsbad. .
According to the San Diego County Assessor's Office, 54 percent of the parcels in census trac
179.00 are not occupied by the owner and are considered rental properties. As discussed earlie
both lower-income households and renter occupied dwelling units are at greater risk of containir
lead based paint hazards.
Table 7: Estimated Number of Units With Lead Based Paint Hazards
by Census Tract
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
Units Built Prior to 1980
Census
Total Units Units Units Units Tract
- 1939 or Earlier 1960 - 1979 1940 - I959
Total
Hazards Units Hazard Units Hazard Units Hazard Units
W/Lead Total W/Lead Total W/Lead Total W/Lead
198.01
200.05 0 0 6 5 0 0 6 5
198.02, 0 0 0 0 262 I62 262 162
635 1,011 601 969 34 42 0 0
Source: 1990 U.S. Census
While there are a significant number of dwelling units built prior to 1979 which could possibly
contain lead based paint hazards, according to the County of San Diego Health Services
EpidemioIogy Department, in 1994 only 1 child in Carlsbad bas been diagnosed with lead
poisoning. Both of these children were 2 years of age or younger. These children may have been
exposed to lead hazards .from numerous sources asides from lead based paints. At this time, it has
not been determined that the two children diagnosed with lead poisoning were exposed to lead
based paint hazards.
(5) ImpedimentdOpportunities
Potential constraints on the maintenance, improvement, or development of housing is discussed
in two contexts: governmental and non-governmental. These constraints and mitigating
opportunities are discussed in more detail in Section Three of the Carlsbad Housing Element,
included as Appendix B to this Consolidated Plan.
Governmental constraints include Article 34 of the California Constitution, land use controls,
building codes, site improvements, development fees, and processing and permit procedures.
These constraints can be mitigated by the City through a variety of means, including: designation
of large amounts of land for all types of residential development, particularly high density
residential development, waiving or subsidizing development fees for affordable housing,
modifying design standards and expeditive permit processing.
Non-governmental constraints include land costs, construction costs, and fmncing. All three of
these costs tend to be determined at the regional, state and national levels by a variety of private
and public actors. Local jurisdictions, therefore, often have little influence or control over these
cost constraints. In the recent year, lower interest rates have made property purchases and
rehabilitation financing more affordable; thereby
providing oppomfities for new home ownership and maintenance and improvements on existing
residential units.
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b. Assisted Housing Inventory
(1) Public Housing
The City of Carlsbad does not own or operate any public housing units. Therefore, the City dc
not anticipate the loss of rental housing from the assisted housing inventory through public housi
demolition or conversion to home ownership during the time frame of this Consolidated Plan
(2) Section 8
The City of Carlsbad provides tenant-based assistance through the Section 8 Certificate/Vouch
program and has 503 such cert%caks/vouchers to assist very low-income renter households. T
City does not have any project based tenant assistance program. Therefore, the City does r
anticipate the loss of rental housing from the assisted housing inventory through public housi
demolition or conversion to home ownership during the time frame of this Consolidated Plan
(3) Other
An additional 297 units are assisted through non-federally assisted housing programs such
mortgage revenue bonds, City senior housing ordinance and density bonuses. According to t
California Housing Partnership Corporation, the City presently has no projects that could 1
classified as at-risk of conversion to home ownership or through prepayment or volunta:
the loss of rental housing from the assisted housing inventory through public housing demolitic
or conversion to home ownership during the time frame of this Consolidated Plan.
termination of a federally assisted mortgage. Therefore, the City of Carlsbad does not anticipa
c. Inventory of Facilities and Services for .the Homeless ar
The narrative for this section is reflective of the homeless facilities and services current
operating in the City of Carlsbad or providing services to Carlsbad residents. As the homele
population is a regional issue and not confined to the boundaries of one city in particular, mal
organizations located in other cities offer shelter and services for Carlsbad’s homeless populatio~
as well as the homeless in the entire region. ’
Persons Threatened with Homelessness
(1) Emergency Shelters and Transitional Housing Facilitic
Caring Residents of Carlsbad and Catholic Charities are currently working together to operate I
Posada de Guadalupe, a homeless shelter in Carlsbad. This shelter provides 50 beds for homele
males, with many being farm workers and day laborers, for a rnax&um of 90 days. ~a Posac
de Guadalupe is strategically located near the center of the City, close to employment centers, a1
mass transportation. This project is funded in part with Community Development Block Gra
funds.
As the homeless population is a regional issue and not confiied to the boundaries of one city i
particular, many organizations located in other cities offer shelter for the homeless populatio
currently residing in Carlsbad, as well as the homeless in the entire region. A list of suc
organizations is listed in Table 8.
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CONSOLIDATED STRATEGY & PLAN
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
During the five year period covered by this document, some of the shelters or facilities identified
below may cease operation, change the scope of their services provided, or change locations.
Many shelters and facilities providing services to the homeless population and others in need have
limited financial resources and rely heavily upon volunteers. Such circumstances do not ensure
the permanency of organizations or agencies providing services to the homeless and others
threatened with homelessness nor do they ensure the scope of services offered. In addition, during
the five year period covered by this document, other shelters or facilities may be come into
operation that provide the needed services and facilities for the homeless and others threatened
with homelessness.
Table 8: Shelters for the Homeless Serving San Diego - North County Coastal
r
Agencies Program Name Target Population Special Needs Bed City
Spaces -
Brother Benno's Brother Benno's Center Gen Pop Gen Homeless Oceanside
Foundation
Casa de Amparo Day Service Center Homeless Youth Victims of Dom San Luis
Violence ReY
E.Y.E Options-Day Treatment Fam wlchildren Alco/Drug Abuse Oceanside -
Brother Benno's Good Samaritan Adult Men Only Gen Homeless 14 Oceanside
Foundation
Brother Benno's House of Madia and Fam w/Children Gen Homeless 6 Oceanside
Foundation Mary I M.1.T.E North County Detox Adult Men & Alco/Drug Abuse 1 Oceanside
Women I
No. Cnty MHS House of Peter & Paul Adult Men Only Severely Mentally 6 Oceanside
I11
Vista Hill Comm Isis Center Adult Men & Severely Mentally 9 Oceanside
Treatment Women 111
Vista Hill Comm Turning Point Crisis Adult Men & Severely Mentally 5 Oceanside
Treatment Center Women I11
Women's Resource Women's Resource Adult Women Only Victims of Dom 22 Oceanside
Center Center Violence
Casa de Amparo Shelter for Abused Homeless Youth Victims of Dom 25 San Luis
Children Violence ReY
v
Alpha Project Vista Cold Weather Gen Population Gen Homeless 100 Vista
Shelter
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Agencies Program Name Target Population Special Needs Bed City
Spaces
Ecumenical Council of ISN Rot’l Shelter - Gen Population Gen Homeless 12 Regional
SD Cnty North County
Alpha Project Casa Raphael Adult Men Only Gen Homeless 90 Vista
Catholic Charities La Posada de Adult Men Only Gen Homeless 50 Carlsbad
Guadalupe
E.Y.E Family Recovery Fam w/Children Alco/Drug Abuse 70 Oceanside
Center
YMCA Oz North Coast Homeless Youth Gen Homeless 12 Oceanside
Total Beds 422
Case Management
Cold Temp Shelter
Day Shelter
Emergency Shelter
Perm Support Housing
Seasonal Emerg Shelter
Transitional Housing
Offers emergency and supportive services and assists clients in developing a plan for achievL
independent living.
Emergency shelter temporarily opened during inclement weather or extremely cold condition
usually 4-6 nights a year.
A facility with daytime support services in a safe environment which often includes shower
storage, messages, and laundry services.
Basic, temporary overnight sleeping accommodations. Sometimes includes a meal.
Permanent housing where persons need supportive services (e.g. - child care) to maintain the
permanency.
A program which provides shelter and support services during a limited portion of late Fa
and Winter months.
Temporary housing and support services to return people to independent living as soon i
possible, and not longer than 24 months.
Source: Regional Task Force on the Homeless
(2) Day Shelters, Soup Kitchens and Other Facilities
The City of Carlsbad currently has approximately five churches which work together to provid
food, clothing, emergency shelter and transportation to the homeless. In addition, many of th
churches also refer the homeless, as well as those in need of assistance, to the CommuniQ
Resource Center in Carlsbad. The types of services provided by Community Resource Center B
Carlsbad are listed in Table 10.
During the five year period covered by this document, some of the churches identified below ma!
cease operation of outreach programs to the homeless and others threatened with homeless or ma:
change the scope of their services provided. Many churches providing services to the homeles
population and others in need have limited financial resources and rely heavily upon volunteers
Such circumstances do not ensure the permanency of programs providing the homeless and other:
in need with food, clothing or shelter nor do such circumstances ensure the continued scope ol
services offered. In addition, other community outreach>rograms providing food, clothing,
Section I. Community Profile Page 21
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CONSOLIDATED STRATEGY & PLAN
emergency shelter and transportation to the homeless and others in need of assistance may come
into operation during the five year period covered by this document.
Table 9: Homeless Programs and Services by City Churches
I Church I== Good Shepherd Assembly of God
St. Patrick's Church
I
St. Michael's Episcopal Church
I
Pilgrim Congregational Church
1 Beautiful Savior Evangelical Lutheran
Church
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Type of Service Provided Average Number of Persons Seen
per Month
Outreach every Wednesday; Provide
need of assistance food, clothing and medical care
40 Homeless or others in
Gas, food, lodging and also one a year 20-30 Homeless or others in
outreach to the Hispanic Community need of assistance
through the Harding Center
Gas voucher, food coupons, or refer to 3-4 Homeless or others in
Brother Benno's or Cornunity need of assistance
Resource Center in Carlsbad.
Refer to Community Service Center in 15 Bed spaces for 1 month
Carlsbad; Participate in the Interfaith
Shelter Network Inclement Weather
SheIter program
Food, financial assistance or refer to 3-5 Homeless or others in
Ecumenical Services or Community
Resource Center
need of assistance
Source: City of Carlsbad Housing Element 1991-1996
As the homeless population is a regional issue and not confined to the boundaries of one city in
particular, many organizations located in other cities offer services for the homeless population
in Carlsbad and other Carlsbad residents in need of assistance, as well as the homeless in the entire
region. A list of such organizations is listed in Table 10.
During the five year period covered by this document, some of the organizations or agencies
identified below may cease operation, change the scope of their services provided, or change
locations. Many organizations or agencies providing services to the homeless population and
others threatened with homelessness have limited financial resources and rely heavily upon
volunteers. Such circumstances do not ensure the permanency of organizations, agencies, or
programs providing food, clothing, or shelter assistance to the homeless and others in need of
assistance nor do they ensure the continued scope of services provided. In addition, other
organizations, agencies or programs providing services to the homeless and others threatened with
homelessness may come into existence during the five year period covered by this Consolidated
Plan.
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Table 10: Regional Homeless Programs and Services
Organization Organization
Location of Type of Service
Catholic CharitiesILa Carlsbad Short term shelter for up to 90 days for
Posada de Guadalupe homeless males.
Community Resource employment counseling, financial counseling, Center Carlsbad Emergency food, clothing, shelter referral,
advocacy, provides rooms in local motel for up
to 60 daw 1 Homeless Populatiol
Served
Males
~ ~~~ ~~~-
All
L I I
Community Resource
employment counseling, financial Counseling, Center
All Encinitas Emergency food, clothing, shelter referral,
-~ ~ ~____ ~~~ ~
advocacy, provides rooms in local motel for up
to 60 days.
No Cnty Health SvclSan
All Encinitas Outpatient health care. No Cnty Health Svc/San
Diegito Clinic
All Encinitas Outpatient health care.
Diegito Clinic
No Cnty Chaplaincy All Encinitas Outpatient health care. Rental assistance. Case
management services.
Escondido Community
Clinic
All Escondido Outpatient health and dental care.
Escondido Youth Temporary bed and board. Maximum stay 30 Escondido
House
days. Encountermidden Valley
Women and children
Mental Health Systems/ Day shelter for those dealing with alcohol or Escondido All w/Alcohol or
North Inland Regional drug addictions. Drug Addictions
Recovery
North County Interfaith Emergency food distribution, information and Escondido All
CounciKrisis Center referral, advocacy, and vouchers for shelter,
transportation, prescription, and recycled
clothing.
North County Interfaith
Single pregnant Escondido Temporary shelter for pregnant women or for St. Clare's Home, Inc.
Drug Addictions drug addictions. House/Serenity Too
Women wlAlcoho101 Escondido Day shelter for those dealing with alcohol or North County Serenity
women CounciVTiMrum Home
Severely mentally ill Escondido Emergency shelter and supportive services.
women who have just given birth. Professional
counseling and medical care, emergency food
women
and childbirth classes,.
' and clothing, nutrition classes, and parenting 4
Brother Benno's All Oceanside SOUP kitchen provides evening meal every day,
clothing, hygiene supplies, bus passes, and
-
Brother Benno's/Good
helps clients obtain identification.
and transitional housing, meals and clothing. Samaritan House
Males Oceanside Nighttime emergency shelter from 1-30 days
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CONSOLIDATED STRATEGY & PLAN
~~~ ~ - ~~ ~ ~ ~-~~
Organization Organization
Location of Type of Service
Catholic Community
rent assistance, motel shelter, winter assistance Service Center
vouchers, bus tokens, prescription. FEMA ServicedEcumenical
Oceanside Emergency assistance, food, clothing, shelter
program by SDG & E homeless prevention
program.
Ecumenical Service Three day supply of food, transportation and Oceanside
CentedEmergency clothing.
Assistance
E.Y.E/Family Recovery Day shelter and transitional housing for women Oceanside Center and children dealing with alcohol or drug
addictions and/or domestic violence.
House of Martha & Mary Oceanside Emergency shelter for women and children up
to 7 days.
House of Peter & Paul Oceanside Emergency shelter:
M.I.T.E/No Cnty Detox Oceanside Emergency shelter for those with alcohol or
drug addictions.
North County Community
Diegito Clinic
Oceanside Outpatient health care. No Cnty Health Svc/San
counseling, housing referrals and placement. Services
Oceanside Emergency service food, clothing, etc.,
Oceanside Supplemental food program to women who are Red Cross WIC
Center
Oceanside Outpatient health care. Oceanside Family Health
pregnant, or have recently delivered and to
children under 3.
Social Concerns/ Mission
intervention.
transportation, shelter referrals, and crisis San Luis Rey Parish
Oceanside Emergency food, clothing, and furniture,
The Salvation Army Corps
Center/Social Services
Escondido when available, and problem solving. and Community
Oceanside & Food, clothing, shelter referrals, bus passes
Vista HillAsis Center Emergency shelter for men and women. Oceanside
VistafHill/Turning Point Emergency shelter for men and women.
Oceanside Emergency shelter lodging, food, individual Women's Resource Center
Crisis Center
Oceanside
and group counseling, parenting advocacy, and
locating housing and employment.
YMCA - 02 North Coast Oceanside Temporary shelter to house runaways,
counseling, and foster home placement
County Mental Health
Vista Short term shelter Casa Raphael
Oceanside Counseling, treatment and referrals.
~
]
-
-
-
-
-
-
-
-
-
-
-
-.
-.
-.
I
- -
d
- ~ ~- -~~ ___~
I Homeless Population
Served
Multi-denominational
families
, individuals and
Families or
individuals
Families w/Children
Women and children
Severely mentally ill
men
Men and women
All
A11
All
Women and children
All
Males and families
Severely mentally ill
Severely mentally ill
Women and children
Youths and their
families
Mentally I11
Males
Page 26 Section I. Community Profile
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Organization Homeless Populatio~ Location of Type of Service
Organization Served
Faith and Love Soup
packets, job counseling, and referral to and Kitchen
All Vista Food, clothing, household items, hygiene
assistance for alcohol and drug abuse
programs.
Lifeline Community All Vista Case management services. Emergency food
Services and clothing. Shared housing.
Vista Community Clinic
Farm workers and Vista Outpatient health care. Vista Community Clinic/
All Vista Outpatient health care.
Migrant Services Project day laborers
Vista Community Clinic/ Outpatient health care. Vista Au
Tri-City Clinic
Vista Emergency Shelter
Children San Luis Rey Emergency Shelter and day treatment for Casa de Amparo
All Vista Emergency shelter open to homeless during
I
' inclement weather.
children in crisis and their families.
No Cnty Health Svc/San
Diegito Clinic
All San Marcos Outpatient health care.
MAAC Project
Source: City of Carlsbad Housing Element 1991-96 and Regional Taskforce on tt
All San Marcos Case management services.
Homeless
(3) Voucher Programs
Facilities offering voucher programs are listed in Section I.a.2. iii.B above.
(4) Social Service Programs for the Homeless
Facilities offering social service programs are listed in Section I.a.2.iii.B above.
(5) Homeless Prevention Programs and Services
For the last few years, the City has been providing CDBG funds for a homeless preventio:
program provided by the Community Resource Center and has approved CDBG funds for thi
program for FY 1995-96. The organization operates from an office located in Carlsbad. Th
program offers assistance to persons who are "near homeless" through coordination of availabl
services and financial resources and counseling in such matters as financial management an(
family support.
For those persons or households who may be threatened with homelessness due to fmanci;
difficulties, Consumer Credit Counselors of San Diego is a non-profit organization that help
persons or households in financial difficulties. A San Diego North County Coastal office i,
located in Carlsbad. They provide educational classes teaching the wise use of credit and mone;
management, and using community resources, counseling, and debt management programs fo
those who want to avoid bankruptcy.
Section I. Community Profile Page 2
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CONSOLIDATED STRATEGY & PLAN
d. Inventory of Supportive Housing for Non-Homeless Persons
The narrative for this section is reflective of the supportive housing, facilities, and services
currently operating in Carlsbad or available to its residents.
with Special Needs
(1) Elderly and Frail Elderly
A wide variety of facilities and services are presently available to serve the elderly population.
Facilities for the elderly include licensed long-term care facilities, intermediate care facilities,
unassisted living facilities, and senior centers through both the public and private sectors.
Among services for the elderly are: adult day care, basic needs and resources (help for those
temporarily unable to help themselves), crime/victim and legal services, education services,
employment and training, emergency services, fmancial aid and benefits, health information,
health services (in-patient and out-patient), housing services, in-home services, mental health
services, protective and placement services, substance abuse services, and transportation services,
The majority of elderly in the City of Carlsbad have access to these programs which operate either
in the City or in neighboring jurisdictions.
Supportive services for households of the elderly and frail elderly are provided, in part, by the
Area Agency on Aging (AAA) in San Diego County. The major goals of AAA are to secure
maximum independence for the elderly, to prevent unnecessary institutionalization, to reduce
isolation and loneliness, to improve health and well being, to assist the vulnerable or frail elderly,
and to ensure quality of life in long-term facilities.
The AAA services include meals at senior centers, meals to homebound seniors, legal assistance,
in-home support adult day care, transportation, and part-time employment. These are made
available through contracts with service providers. The AAA also offers services through an
Information and Referral Program and a Long-Term Care Ombudsman Program. Case
management services include a Multi-purpose Senior Services Program, the Linkages Program,
a Management and Assessment of Social and Health needs program, and an AIDS Waiver
Program.
Within the region, there are also organizations that provide support services to the elderly and frail
elderly to promote independent living in the home. Life Care Residences, Inc., At Your Home
Services, and Senior Adult Services provide such services for the entire San Diego County region.
Within Carlsbad, there are five apartment complexes that provide independent living for the
elderly and frail elderly, with a total of 229 housing units. There are also two residential care
facilities for the elderly and the frail elderly, with a total of 295 bed spaces.
(2) Mentally Disabled
Regionwide, facilities for the mentally disabled include hospitals, medical centers, outpatient
clinics, mental health centers, counseling and treatment centers, socialization centers, residential
facilities for children, crisis centers, and adolescent and adult day treatment offices.
Page 28 Section I. Community Profile
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Services avaiIable regionwide through the County Mental Health Services (SDMHS) and
contracting agencies include: screening and emergency, in-patient, partial day treatment, 24-ha
residential treatment, out-patient, crisis, community support, probation, forensic, program revic
and development, case management, technical and administrative, "Totline" telephone counseli
(for parents of children up to five years of age), homeless outreach, AB 3632 (mental hea:
services for children in special education) and volunteer services.
At present, there is a limited range of community-based rehabilitative and supportive housi
options for persons not in crisis who need living accommodations. Current SDMHS housi
resources for the region include the Supplemental Rate Program (providing board and care w
supplemental services - 350 beds), Long tedTransitional Residential Program (group living w
supportive services - 26 beds), and Semi-supervised Living Program (transitional living from t
streets to group housing - 28 beds).
An additional resource outside the SDMHS system that is potentially available for referrals to
Community Care Facilities (board and care) with approximately 1300 beds.
(3) Developmentally Disabled
The San Diego Regional Center for the Developmentally Disabled is an information clearinghoc
and provider of services for developmentally disabled persons. It is responsible for providi
diagnostic counseling and coordination services. Regional centers serve as a focal point witl
the community through which persons with developmental disabilities and their families recei
comprehensive services. The San Diego Regional Center is responsible for providing preventi
services, including genetic counseling to persons who have or may be at risk of having a ch
with a developmental disability. They are also responsible for planning and developing servic
for persons with developmental disabilities to ensure that a full continuum of services a
available.
Training and Education for Retarded Individuals, Inc. (TERI) is a private, nonprofit corporati'
created for the purpose of developing residential, education and recreational programs design
to serve individuals with developmental disabilities.
The United Cerebral Palsy Association of San Diego County provides communication trainin
pre-vocational testing and training and social and recreational activities for developmenta:
disabled persons.
The Association for Retarded Citizens - San Diego is a non-profit corporation that provides ci
and assistance to developmentally disabled persons to promote independent living. They ofj
work programs, residential programs, and independent working arrangements.
(4) Physically Disabled Persons
The majority of the supportive services and housing assistance for physically disabled person 2
provided through non-profit organizations. A primary provider is the Access Center of S
Diego, formerly known as Community Service Center for the Disabled, Inc. (CSCD). T
Section I. Community Profile Page
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
~~"~~ ~~ ~ ~~ -~~
Access Center services provide independence, dignity and access to physically-disabled persons.
The Access Center provides the following services:
Intake and Referral services are set up to meet individual's needs and to seek
appropriate services from the Access Center or from other community agencies;
Personal Assistance helps disabled individuals to obtain personal care attendants
or homemakers, thus enabling them to live independently in their homes;
Housing Referral assists individuals to obtain accessible andlor appropriate
housing that meets their individual needs;
Benefits Counseling helps disabled individuals apply for public benefits to which
they may be entitled, such as Supplemental Security Income (SSI), Medicare and
Medi-Cal;
Employment Services are provided through the Job Club that focuses on pre-
employment preparation skills;
Community Living Program offers case management services to help individuals
move out of institutional environments;
Transition Project provides assistance to young adults with disabilities moving
from a school setting to independent community living arrangements;
Peer Counseling furnishes services and opportunities for social contact and
involves areas such as individual, marital, family and sexual counseling;
Transportation supplies limited service on a fee basis for disabled individuals in
need of transportation to medical, employment or personal appointments;
Spoke Shop is.a business enterprise which offers medical supplies and sales,
service and repair of durable medical equipment such as wheelchairs; and
Public Relations and Development provides public information to the community,
manages public relations events, produces fund development special projects,
supervises volunteer coordination and membership recruitment.
(5) Persons with HN Infection and with AIDS
FaciIities, available regionally, includes 5 residential units for persons with AIDS containing 50
beds, 6 hospices, 1 skilled nursing facility, 2 resource centers, and 11 health centers/clinics.
Facilities serve AIDS patients exclusively or in conjunction with other segments of the population.
Page 30 Section I. Community Profile
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CONSOLIDATED STRATEGY & PLA
Four such facilities include Episcopal Community Services, Being Alive, Aids Foundation of S
Diego, and Fraternity House. These facilities offer emergency or transitional housing, housi
referrals, food and basic services for persons living with AIDS/HIV.
Services for persons with AIDS, hnded by the County of San Diego Department of Hea
Services through Title I of the Comprehensive AIDS Resources Emergency (CARE) Act of 195
include primary health care, mental health counseling, in-home care and treatment servict
dental, case management, recreatiodsocial, outreach and education and transportation service
B. Needs Assessment
This part summarizes available data on the most significant current housing needs of very 107
income, low-income and moderate-income families and projects those needs over the five ye
Consolidated Plan period, July 1995 to September 2000. This part also summarizes the mc
significant current supportive housing needs of homeless persons and non-homeless persons wi
special needs.
The needs of the different income groups, homeless persons, and non-homeless persons wi
special needs residing in Carlsbad will be analyzed in greater detail later in Section IIb of tl
Five-Year Strategy. The following general discussion of the need for affordable housing, housir
of appropriate size, and rental versus for-sale housing for Carlsbad residents by income group ar
tenure provides the basis for the analysis used to determine the City's priorities for housir
assistance and the strategies needed to meet such needs.
1. Current EstimatelFive-Year Projections
estimaleL Table 11 , "Housing Assistance Needs of Low and Moderate-Incon
Households", provides 1990 Census data for the City of Carlsbad on housing needs of householc
of very low-income (0 to 50 percent of county median income), other low-income (51 to E
percent of county median income), and moderate-income (81 to 95 percent of county rnedis
income). The housing needs of the various income groups are further analyzed by househol
characteristics (elderly or non-elderly small and large family) and by occupancy status (renter (
owner occupied).
These housing needs are also evaluated by incidences of a'housing problem, housing cost burde~
severe housing cost burden, overcrowding, and the disproportionate need of racial/ethnic group
For the purpose of the Consolidated Plan, a housing problem includes occupancy of a unit wi
physical defects, an overcrowded living situation, or a cost burden of greater than 30 percent.
housing cost burden is defrned as paying more than 30 percent of the household income fc
homing costs. Severe housing cost burden is hrther defined as paying more than 50 percent (
the household income towards housing costs. Overcrowding is defied as more than one perso
per room. A disproportionate need is considered to be any need that is lower or higher than fib
percentage points of the need demonstrated for the same income category, family type, or tenul
type.
Section I. Community Profile Page 3
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN -~ ~~ ~
Page 32 Section I. Community Profile
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CITY OF CARCSBAD
CONSOLIDATED STRATEGY & PLAN
~ ~~~~
a. Very Low-Income
(1) Renter Households
Overall, very low-income households account, for 21 percent of the 9,239 total number of renter
households. The majority of all very low-income households, 62 percent (1,879 households), rent
rather than own their home.
Of the very low-income renter households, 86 percent are experiencing a housing problem and
83 percent of the households are facing a cost burden of paying more than 30 percent of their income towards housing rents. A great majorily of those households facing a housing cost burden,
84 percent, are actually facing a severe cost burden of paying more than 50 percent of their
income towards housing costs.
Of all very low-income renters, 590 households (31 percent) are elderly one or two member
households. In comparison to the overall very low-income renter population, elderly very low-
income households are experiencing relatively the same housing cost burden problems.
There are 631 very low-income renter households categorized as small related households (34
percent of all very low-income renters). In comparison to the overall very low-income renter
population, small related households are experiencing relatively the same housing cost burden
problems.
There are 179 very low-income households categorized as large related households (10 percent
of aII very low-income renters). h comparison to the total renter population in all income groups,
large related households earning between 0 to 30 percent of the median family income (extremely
low-income) are experiencing the greatest housing problems with all 39 households experiencing
some type of housing problem and paying more than 50 percent of their income for housing costs.
Of the 179 very low-income households, 86 percent (155 households) are facing a housing cost
burden and 53 percent of the 155 households are actually facing a severe housing cost burden.
Accodig to the 1990 Census as shown in Table 12, of all renter households, 7.7 percent live in
overcrowded conditions. For very low-income renter households, the incidence of overcrowding
is greater, 17.9 percent of these very low-income households. When comparing very low-income
large related households with total large related households, the majority (85.3 percent) face
overcrowding while only half of the total large related renter households are in overcrowded living
situations.
Table 12: Percentage of Income Group by Tenure Experiencing Overcrowding
Renters
Owners Other All Owners Large Related All Renters
Owners
Income Group
Renters than Elderly
Extremely Low-Income
(0 to 30% MFI)
0.0% 0.0% 28.2% 3.8%
Page 34 Section I. Community Profile
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CONSOLIDATED STRATEGY & PLA
Renters
than Elderly Reniers
Owners Other All Owners Large Related All Renters
Owners
Income Group
Very Low-Income 1.4% 0.6% 57.1 % 14.1 %
(31 to 50% MFT)
Total Households
(51 to 80% MFI)
4.4% 2.0% 77.7% 15.6% Low-Income
-
1.3 7% 1.0% 52.2% 7.7 %
Source: 1990 U. S. Census
The following table represents the housing needs of very low-income minority headed rentc
households in comparison to the housing needs of all households within the same income catego?
Table 13: Comparison of Very Low-Income Renter Households by RacelEthnicity I ~~~~ ~ ~ ~~~ ~ ~~ ~~ ~~ ~ ~~ ~
Renters
Type of Household Hispanic Black All Minority All
Households Households €@u.@&+s Headed
Households
Total of All Households
(0 to 30% of MFI)
11% 0% 10 % 10 % Extremely Low-Income Households
1,264 90 1,659 9,239
With Any Housing Problem (0 to 30% of 74 % 0% 75 % 77 %
MFI)
Very Low-Income Households
(31 to 50% of MFI)
17 % 0% 15 % 10%
With Any Housing Problem (31 to 50% of
MFI)
loo % 0% 96 % 95 %
Elderly Households
With Any Housing Problem
8% 0% 7% 31%
100% 93 9% 0% With Any Housing Problem I 94 %
32 % 0% 34 % 10% Large Related Households
94 % 0% 94 % 90% With Any Housing Problem
49 % 0% 46 % 34 % Small related Households
71% 0% 71% 82 %
Source: 1990 U. S. Census
In the above comparison of very low-income renter households by race/ethnicity, minority heade
renter households are more likely to be very low-income households than the general rente
household. Approximately 25 percent of all minority headed renter households and 28 percen
of all Hispanic households are of very low-income in comparison to the 20 percent of all rente
households who are of very low-income.
Section I. Community Profile Page 3!
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
The same percentages of all households, all minority headed, and Hispanic households are
experiencing some type of housing problems. However, all Hispanic households with incomes
between 31 to 51 percent of the median family income are facing some type of housing problem.
A significant number of the total very low-income renter households are eIderly households. Very
few of the all minority headed and Hispanic households are categorized as elderly households, 7
percent and 8 percent respectively. While 82 percent of elderly households overall experienced
a housing problem, only 71 percent of all minority headed and Hispanic households faced a
housing problem.
Very low-income minority headed renter households have more households categorized as small
and large related than very low-income renter households in general. However, the number of
all minority headed households and all Hispanic households experiencing housing problems is
relatively the same as those small and large related households in general, with the exception of
large related Hispanic households. All large related Hispanic households are experiencing a
housing problem.
(2) Homeowners
Only 7 percent of the 15,749 total households who own their home are of very low-income.
However, of all very low-income households, approximately 38 percent (1,172 households) are
residing in a dwelling unit that they own. The large percentage of low-income households owning
their home may be attributable to the large percentage (60 percent) of very low-income households
who are elderly. Typically, these homes may have been purchased years ago when housing prices
where lower and their incomes were significantly higher to be able to afford a home.
Of the total very low-income owner households, 64 percent of these households are experiencing
some type of housing problem and a cost burden regarding housing costs. Of those paying more
than 30 percent of their income for housing rents, 74 percent of those households are paying more
than 50 percent of their income towards housing rents.
According to the 1990 U.S. Census, 705 households of all very low-income homeowners are
elderly one or two member households. In comparison to the total very low-income homeowner
population, elderly households are experiencing a relatively lower percentage of houskg cost
burden problems. For elderly homeowners, 58 percent are experiencing a housing problem. In
all instances, a housing cost burden is one of the housing problems being experienced. Many of
those elderly homeowners with incomes at or below 30 percent of the median family income (85
percent) are facing a severe housing cost burden.
According to the 1990 Census as shown in Table 12, of the total very low-income owner
households, other than elderly households, 0.6 percent live in overcrowded conditions. For the
very low-income households who own their home, the incidence of overcrowding is similar to the
incidence of overcrowding for the total homeowner population, 1 percent.
Page 36 Section I, Community Profde
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The following tabIe represents the housing needs of very low-income minority headed householl
who own their home in comparison to the housing needs of all households within the same incon
category.
Table 14: Comparison of Very Low-Income Owner Households By Race/Ethnicity
k I
Type of Household I All
Households
I I I I
Low-Income Households
-
!
> -
_?_r_
Owners
All Minority Black Hispanic
Households
Headed I$~~fhohop Households
Source: 1990 U.S. Census
In the above comparison, the percentage of homeowner households who are categorized overal
as very low-income does not differ by race/ethnicity, except in the case of those with income,
between 0 to 30 percent of the median family income (MFI). In most cases, the percentage o
minority households facing a housing problem is lower than the total homeowner population
except for Hispanic households. More Hispanic households in the very low-income category seen
to have a housing problem than very low-income households
overall.
Fewer of the all minority headed and Hispanic households are categorized as elderly household
overall experienced a housing problem, all of the all minority headed and Hispanic household.
faced a housing problem.
When comparing very low-income minority headed households who own their home with tota:
very low-income owner households, a greater percentage of the minority households are non.
elderly small and large related households. The number of all minority headed and Hispanic smal:
Section I. Community Profiie Page 37
than all households in the same income category. While only 58 percent of elderly household
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
related households experiencing housing problems is relatively few in comparison to small related
households in general. There is a greater percentage of Hispanic households that are large related
households versus all households in the same income category. All large related minority
households are experiencing a housing problem while only 77 percent of the total very low-income
homeowner population face such problems.
b. Other Low-Income
(1) Renter Households
The majority of low-income households, 60 percent (1,779 households), are renters. Low-income
households account for 19 percent of the 9,239 total number of renter households.
Of the low-income renter households, 89 percent of these households are experiencing some type
housing rents. Unlike very low-income renters, a smaller portion of the low-income households
are paying more than 50 percent of their income towards housing rents. Of those low-income
households suffering from a housing cost burden, 43 percent of those households are facing a
severe housing cost burden.
Of all low-income renters, 268 households (15 percent) are elderly one or two member households
and 601 households (34 percent) are small related households. In comparison to the overall low-
income renter population, elderly and small related low-income households are experiencing
relatively the same housing cost burden problems.
Of all low-income renters, 247 households (14 percent) are large related five or more member
households. In comparison to the total low-income renter population, large related low-income
households are experiencing relatively the same incidences of housing problems. However, only
problem. The housing problems most typically associated with large related households is
overcrowding rather than a cost burden.
of housing problem and 77 percent are paying more than 30 percent of their income towards
32 percent of the households experiencing any housing problem are faciig a housing cost burden
According to the 1990 Census as shown in Table 12, of all renter households, 7.7 percent live in
overcrowded conditions. For low-income renter households, the incidence of overcrowding is
greater, 15.6 percent of low-income households. The majority of all low-income large related
renter households (77 percent) face overcrowding.
The following table represents the housing needs of low-income minority headed renter households
in comparison to the housing needs of all households within the same income category.
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Table 15: Comparison of Low-Income Renter Households by Race/Ethnicity
Renters
~ Characteristic All Hispanic Black All Minority
Households Households I-&Q&.$o+ Headed
Households
Total No. of Households
95 % 100% 93 % 89 % With Any Housing Problem
28 % 9% 24 % 19 % Low-Income Households
1264 90 1659 9239
Source: 1990 U.S. Census
In the above comparison of low-income renter households by race/ethnicity, there is
disproportionate number of minority headed renter households who are of low-income. Only
percent of the total renter households are low-income while 28 percent of Hispanic renters anc
percent of black renters are of low-income. More black and Hispanic renter households in t
low-income category seem to have a housing problem than low-income renter households overa
(2) Homeowners
Only 7 percent of the 15,749 total households who own their home are of low-income. Howevc
of all low-income households, approximately 40 percent (1,165 households) of low-incor
households are residing in a dwelling unit that they own. The large percentage of low-incor
households owning their home may be attributable to the large percentage (56 percent) of lo1
income households who are elderly. Typically, these homes may have been purchased years a;
when housing prices where lower and their incomes were significantly higher to be able to affo
a home.
The percentage of low-income homeowners who are experiencing some type of housing proble
is 42 percent. Housing cost burdens affects 41 percent of these households. For those householc
experiencing some housing cost burden, 50 percent are actually facing a severe housing co
burden.
Elderly low-income households do not experience the same proportion of housing problems as (
other low-income households. Only 29 percent of elderly low-income households face a1
housing problem and a cost burden of paying more than 30 percent of their income for housi
expenses. In very few cases, 31 percent of the households, such households are dealing with
severe housing cost burden. The relatively few instances of housing cost burden problems f
elderly households may be explained by the lower purchase price of a home bought by an elder:
household years ago.
According to the 1990 Census as shown in Table 12, of the total owner households, other ~
elderly households, 1.3 percent live in overcrowded conditions. For low-income households wl
own their home, the incidence of overcrowding is much greater, 4.4 percent of the household
Section I. Community Profile Page I
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
The following table represents the housing needs of low-income minority headed households who
own their home in comparison to the housing needs of all households withii the same income
category.
Table 16: Comparison of Low-Income Owner Households by RacelEthnicity
I I Owners I I 1 I I I -I
Characteristic All Hispanic Black All Minority
Households Households €#p@$ Headed
Households "".
Total of All Households
21 % 0% 28 % 42 R With Any Housing Problem
14% 0% 10 % 7% Low-Income Households
604 62 1,204 15,749
Source: 1990 U.S. Census
In the above comparison, a greater percentage of minority homeowners are low-income than all
households in general. Fewer all minority headed and Hispanic households in the low-income
category seem to have a housing problem than low-income households overall.
c. Moderate-Income
(1) Renter Households
The majority of moderate-income households, 50 percent (874 households), are renters.
However, moderate-income households represent only 10 percent (964 households) of the 9,239
total number of renter households.
Of the moderate-income renter households, 63 percent of these households are experiencing some
type of housing problem and 54 percent are paying more than 30 percent of their income towards
housing rents. Unlike very low and low-income renters, a smaller portion of the moderate-income
households are paying more than 50 percent of their income towards housing rents. Of those
moderate-income households suffering from a housing cost burden, only 13 percent of those
households are facing a severe housing cost burden.
Of all moderate-income renters, 58 households (7 percent) are elderly one or two member
households. Typically, elderly persons are retired persons with fmed incomes. Therefore, the
number of elderly households that can be categorized as moderate-income. is relatively POW in
comparison to those elderly households who are categorized as lower-income.
In comparison to the overall moderate-income renter population, there are a greater portion of
elderly moderateincome households experiencing some type of housing problem. All the elderly
households reported some type of housing problem and a housing cost burden. However, only
12 percent of these elderly households are experiencing a severe cost burden of paying more than
50 percent of their income towards housing rents.
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Of all moderate-income renters, 402 households (46 percent) are small related households.
comparison to the overall moderate-income renter population, small related m&erate-hcQl
households are experiencing relatively the same housing cost burden problems.
Of all moderate-income renters, 75 households (9 percent) are large related five or more meml
households. In comparison to the overall moderate-income renter population, there are a grea
portion of large related moderate-income households experiencing some type of housing proble
Almost all 75 households are experiencing a housing problem. However, only 18 households
those moderate-income renter households experiencing any housing problem are facing a housi
cost burden. The housing problems most typically associated with large related households
overcrowding rather than a housing cost burden.
(2) Homeowners
Only 6 percent of the total households who own their home are of moderate-income. Of
moderate-income households, approximately 49 percent (867 households) of moderate-incol.
households are residing in a dwelling unit that they own. According the 1990 U.S. Census, :
percent of moderate-income homeowners are experiencing some type of housing problem and :
percent suffer a cost burden of paying more than 30 percent of their income for housing expense
For those households experiencing some housing cost burden, 40 percent are facing a severe c(
burden of paying more than 50 percent of their income towards housing expenses.
Much like very low-income and low-income homeowners, a significant number of moderatl
income homeowners are elderly. Of all moderate-income households who own their home, 3t
households (42 percent) are elderly one or two member households. In comparison to the over2
moderate-income homeowner population, elderly moderate-income households do not experienc
the same proportion of housing problems. Only 27 percent of elderly moderate-incon
households face any housing problem. In all cases, the housing problem can be attributed to
housing cost burden. However, 41 percent of these elderly households are reporting a seve
housing cost burden. The relatively few number of households suffering from a cost burden 1
terms of housing costs may be explained by the lower purchase price of a home bought by a
elderly household years ago.
d. Assisted Housing Needs
The City of Carlsbad does not own or operate any public housing units. However, the City 4
Carlsbad does provide tenant-based rental assistance through the Section 8 Rental Assistant
program. Carlsbad has a total of 503 Section 8 certificates/vouchers. The length of the City'
waiting list for the Section 8 rental vouchers/certificates program is approximately three to fik
years long. This waiting list last opened on February 1, 1992 and currently remains open.
As of April 17, 1995, there are 37 unused Section 8 rental certificates or vouchers. Of thesc
there are 12 certificateshouchers for studio/one bedroom units, 10 certificateshouchers for tm
bedroom units, 6 vouchers €or three bedroom units, and 9 for four bedroom units. At any give
time, there will be a few unused Section 8 rental certificates/vouchers due to the short time perio
between households dropping out of the Section 8 program and the processing of the require
Section I. Community Profile Page 4
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
paperwork for the new household to receive the rental assistance.
The City 'Housing Authority estimates that of the 1,656 very low-income households currently on
the waiting list, 67 percent meet Federal preferences for priority admission to the rental assistance
program. Federal preference households include unassisted very low-income renter households
who pay more than half of their income for rent, those living in seriously substandard housing
(including homeless people), or those households that have been involuntarily displaced.
The City Housing Authority estimates the number of very low-income households on the waiti.ng
list that also meet local priorities for admission to the Section 8 Rental Assistance program is 58
percent (966 households). Local priorities, in order of priority, include unassisted very low-
income renter households where the head of the household or spouse is:
1) A resident of Carlsbad or homeless and working with a social service agency;
2) A veteran or family of a veteran;
3) Elderly, disabled or handicapped; or
4) Residing in a mobile home park within the City of Carlsbad.
e. Home Ownership for First-Time Home Buyers
According to the 1980 Census data, 56 percent of the 15,352 housing units in Carlsbad were
owner occupied. In 1990, 59 percent of the 27,235 housing units were owner occupied. The
Census data shows that the number of housing units increased by 77 percent and that the number
of owner occupied housing increased by 4 percent.
The 1990 Census data shows that approximately 41 percent of those owner occupied dwelling
units are owned by households between 25 to 44 years of age. Elderly homeowners, 65 years of
age or older, own 25.5 percent of the owner occupied homes in Carlsbad.
While this census data indicates that home ownership in Carlsbad has been attained by the majority
of the Carlsbad population, it does not tell the complete story. As shown in Table 17, for those
households in the upper income ranges, above 95 percent of the median family income, home
ownership has been attained by the majority of these households. However, for very low, low,
and moderate-income households, home ownership has eluded the majority of such households.
Just over 25 percent of the very low and low-income households have been able to attain home
ownership in Carlsbad. While moderate-income households have had a better success than lower-
income households, the majority of moderate-income households are still renters.
Table 17: Homeownership by Income Group
Totai Households
Income Group Owner Renter
No. No. % No. %
Very Low-Income (0 to 50% MFT)
2,029. 26 518 74 1,511 Low-Income (5 1 to 80 % MFII
1,756 27 467 73 1389
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Moderate-Income (81 to 95% MFI)
24,326 12,716 11,610 Total Households
19,226 58 11,232 42 7,994 Upper-Income (96% + MFI)
1,315 38 499 62 816
Source: 1990 U.S. Census
f. Housing Needs of the Elderly and Persons with Disabilities
The housing needs of the elderly and persons with disabilities not requiring supportive servic
require architectural design features that accommodate physical disabilities, access to health cal
grocery stores/pharmacies, and a convenient, economical means of transportation. Locatio
planning and design of these facilities should facilitate social communication and independenc
g. Five-year Projections
Information is currently unavailable to estimate the housing needs of current residents and tho
expected to reside in Carlsbad over the entire 1993 to 1998 five year period covered by tf
Consolidated Plan. However, the Regional Housing Needs Statement ("regional share") a1
SANDAG'S regional "fii S~R" allocation estimate the current housing need and any anticipatc
changes in this need for part of the five year period covered by this Consolidated Plan.
In accordance with state law, regional share identifies the need for new housing units 1
jurisdiction and distributes that need to all income groups: very low whose income does not excef
50 percent of regional median, low whose income is between 50 percent and 80 percent (
regional median, moderate whose income is between 80 and 120 percent of regional median ar
above moderate whose income exceeds 120 percent of regional median. The regional sha~
allocation is derived from a methodology that estimates the total housing need by using tl
increase in the number of households in Carlsbad with an adjustment for vacancies ar
replacements and Carlsbad's ability and need to provide new units. Carlsbad's ability and nee
to provide new units is measured by vacant land and employment growth.
The regional share for San Diego reflects a greatly increased need for housing opportunities in tl
low and very low-income ranges. The Regional Housing Needs Statement indicates th;
Carlsbad's share of low-income housing should be 40 percent of its new development from 199
to 1996. Due to the Euture growth of industrial, retail, office and service jobs in Carlsbad, tl
demand for housing in these traditional lower-wage earner occupations will increase. TI
Regional Housing Nee& Statement indicates that the City of Carlsbad will need to provide 2,SC
new housing units over the 1991 to 1996 five year period for low-income (including 1,066 fc
very low-income) households.
A more reasonable alternative to the projected need for lower-income housing is the fair sha~
objective. The fair share objective is the identified number of lower-income households *
Carlsbad should assist. in order to demonstrate progress towards meeting its lower-income housin
needs.
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CONSOLIDATED STRATEGY & PLAN
Fair share requirements are identified by the regional housing allocation formula by SANDAG. 1
The Fair Share allocation assumes that housing assistance for lower-income households should be
provided throughout the region in an equitable manner in order to respond to the entire region's
lower-income housing needs. Carlsbad accepts its fair share of the region's lower-income housing
responsibility in proportion to the demand that has been generated by Carlsbad's existing lower-
income housing needs and by new demands resulting from growth.
Factors that are considered in the fair share allocation formula include population, housing,
income, and employment characteristics for each jurisdiction. Our regional "fair share" objective
is to provide 1,125 units of new affordable housing for lower-income households. However, the
City's Housing Element has committed to providing a total of at least 1400 units of new housing
affordable to low and very low-income households.
h. Anticipated Changes
Foreseeable changes in housing needs that may result from those employed or expected to be
employed in the City, but not currently residing here, are incorporated into the San Diego
Association of Government's (SANDAG) regional fair share calculation. Foreseeable changes
therefore would be reflected in the City's total regional share of 6,273 housing units for the time
frame of this Consolidated Plan.
As calculated by SANDAG, from 1991 to 1996, the City of Carlsbad is expected to assist 1,125
lower-income households during the next five years as part of its fair share. Fair share calculations
utilize both the existing need and the projected need based on growth. Housing units for lower-
income families, built to meet regional share goals, are but one means of meeting fair share goals.
2. Nature and Extent of Homelessness
a. Needs of Sheltered and Unsheltered Homeless
According to the U.S. Department of Housing and Urban Development (HUD), homeless persons
are rhose people who lack a fmed and adequate night-time shelter and spend the night "in a public
or private emergency shelter.. . or in the streets, parks, canyons, outdoor camps, bus terminals,
railroad stations, under bridges or aqueducts, abandoned buildings, cars, trucks or any 'of the
public or private space that is not designed for shelter. n2
The actual extent of homeless can only be estimated because by defrnition those who are homeless
have no fixed residence and therefore, it is difficult to accurately provide a number count. The
1990 U.S . Census attempted an actual count, but its accuracy is not verified.
2 U. S . Department of Housing and Urban Development, Report to the Secretary on the
Homeless and Emerging Shelters, U.S. Government Printing Office, Washington, D.C. 1984.
Page 44 Section I. Community Profde
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-. The Regional Task Force on the Homeless' report Homeless Profi[e; i
Examination of the Distribution and Conditions of Homelessness Throughout the Communities
San Diego County October 1992, states that the total homeless population in San Diego COUI
range from 15,300 to 19,400, with more than 50 percent being resident farm workers and d
laborers.
The Regional Task Force on Homeless estimates that in San Diego County families account f
approximately 33 percent of the urban homeless population in the region and probably represe
the fastest growing segment of this population. These families tend to be resident homele
families or transient, intact families headed by a single parent, usually the female.
Adults account for approximately 75 percent of the urban homeless. This homeless catego
includes families and single adults. The majority of single adults are young males seekil
employment. Approximately 40 percent of urban single-hdmeless men are veterans. About ;
percent of the single adults are female and 5 percent are elderly.
The facility and service needs of homeless families and individuals are many and varied. The!
needs include emergency shelter, transitional housing, social services (i.e., jc
counseling/training), mental health services and general health services. Existing service agencic
indicate that a growing need exists for limited-term shelter or transitional facilities for homele;
individuals and families.
Table 18, "Homeless Populations and Subpopulations", provides data on the homeless in the Ci
of Carlsbad. It shows a total count of 941 homeless persons. The Regional Task Force on tl
Homeless suggests that nearly all of those homeless persons estimated in Carlsbad from the 19:
Census may be farm workers or day laborers and very few urban homeless have been sighted
Carlsbad.
Section I. Community Profile Page 4
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The rural homeless are generally farm workers and other day laborers, many of whom becar
legal residents after the passage of the Immigration Reform and Control Act of 1986 (IRCA). T
majority (95 percent) of these are males living alone, although families are beginning to join the]
The single workers live frugally so that they can send money to their families in their nati
countries. They need safe and sanitary housing, which could be a congregate living anangemer
The growing number of families need family housing.
Migrant worker populations in Carlsbad who are considered homeless have been estimated fro
as large during certain seasons of the year.
A surveillance project conducted by the County of San Diego, Department of Health Services
1990 and 1991 also suggests that the homeless population in Carlsbad is comprised of far
workers or day laborers but that the number of homeless are greater than the estimate given E.
the 1990 U.S. Census. One of the objectives of the surveillance project, asides from the obviol
health objectives, was "to map the location of migrant worker camps for future surveillant
activities, for access during emergencies such as outbreaks of cholera and malaria, and to beg
to determine the census of workers and camps in San Diego County. 'I3
A total of 43 camps were identified in San Diego County. Of which, 17 camps (40 percent) a:
located in Carlsbad (see Table 19). Within the 17 camps in Carlsbad, it is estimated that 1,21
persons reside in these encampments. Migrant encampments were identified through kc
informants, such as migrant workers, mobile vendors selling food to encampment resident!
"prostitutes", and pimp^". Encampments were defmed as a site with IO or more persor
inhabiting substandard housing.
While 43 encampments were identified, it is believed that many more encampments still exi:
throughout San Diego County. Many of the workers living in encampments through out the hil:
and canyons of San Diego County depend upon their anonymity from the general public for the
survival. Therefore, it is difficult to identify encampments.
Currently, Dr. Munoz, a medical consultant to the County of San Diego, is still identifyin
encampments and is working with other organizations, such as Migrant Service Network, t
produce a master list of known encampments. As encampments are identified, they are bein
surveyed to determine the number of households and approximate population of each site.
local and state soums to be as many as 500 to 1,OOO on a year-round basis, but can be three ti
3 County of San Diego, Health Surveilhce in Migrant Camps San Diego Counry July 1991
June 1992. 1992
Section I. Community Profile Page 4
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
Table 19: Carlsbad Camps - July 1991 to June 1992
Camp Number Estimated Population Number of Houses
1
141 32 5
80 17 4
98 29 2
120 24
19 -- 1
1
1
250 20
“ 21
”
22 60 Unknown
23
26
” 25
52 18
28 1 75
I
21 40 15-20
36 120 28
37 30 10
41
42 18 42
40 15
43 65 23
257
“E&
TOTAL 17 Camps 1,213 Persons 345 Houses
Source: Swerdlow, Muiioz, Lobel, Waterman, & Ramras, “Health Surveillance in Migrant
Camps, San Diego County, July ‘1991 - June 1992”
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b. Subpopulations of the Homeless Population
The data used to estimate the portion of the homeless population who are: (1) severely menta
ill (SMI) only; (2) alcohol/other drug addicted only; (3) severely mentally ill and alcohol/otl
and related diseases is based on the Regional Task Force on the Homeless' report and also
national studies. The estimated number of homeless within these subpopulations are indicated
Table 18.
The special needs of homeless mentally ill, alcohol and drug abusers, victims of domestic violen
and runaway and throwaway youth are group specific. Mentally ill homeless persons requ:
housing supported by mental health care and counseling. Alcohol and drug abusers requ:
treatment facilities and programs, as well as medical and social support. Victims of domes1
violence need shelter and social services, related to making the transition to independent livin
Runaway' and rejected youths required shelter and counseling and social services related
reintegrating them with their families or enabling them to live independently. For those homele
who are dually diagnosed (i.e., mentally ill and substance abuser), special treatment programs a
needed.
In Carlsbad, it is noted that the homeless population is a rural homeless population comprise
mostly of farm workers and day laborers. Very few urban homeless have been sighted :
Carlsbad. Due to a rural homeless population in Carlsbad, with a predominance of farm worke
and day laborers, the prevalence of homeless persons who are severely mentally ill od,
alcohol/other drug addicted only, severely mentally ill and aIcohol/other drug addicted, fleein
domestic violence, homeless youth, or diagnosed with AIDS and related diseases is not 2
significant as its prevalence in the urban homeless population.
drug addicted; (4) fleeing domestic violence; (5) homeless youth; and (6) diagnosed with MI
(1) Mentally Ill Only and Mentally 111 and AlcohoVDru
According to the Regional Task Force on the Homeless' report, it is estimated that 30 to 5
percent of the homeless population exhibit mental symptoms of one type or another. Such majo
mental disorders as schizophrenia, bipolar and major depressive disorders can be so disabling tlx
the end result is homelessness. The Regional Task Force on the Homeless also estimates thz
approximately 50 percent of the homeless mentally ill population also have a substance &us,
problem.
The Urban Institute 1987 national study of urban homeless service users is the only available loca
and nationwide source of data regarding the sheltered and unsheltered status of homeless person
with a severe mental illness and also those who abuse alcohol or other drugs. This study estimate
that of those with a severe mental illness only 12 percent are sheltered and 8 percent art
unsheltered. For those that are also
alcohol or other drug abusers, 8 percent are sheltered and 13 percent are unsheltered.
Addicted
Section I. Community Profile Page 49
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
The County Department of Health Services is participating in two projects directed at assisting
mentally ill homeless persons:
a. rh l3
A three year research demonstration project targeting severely and
persistently mentally ill homeless persons. Participants (142 in FY 1994)
services combined with various housing options.
are randomly assigned to one of four conditions involving case management
b. .. ve Tr- Project: A transitional, supported
housing project for homeless persons managing severe and persistent mental
illness and alcohol-and/or drug abuse problems.
(2) Alcohol/Drug Addicted Only and Alcohol/Drug Addicted
Abuse of alcohol or other drugs is prevalent among the homeless population. The Regional Task
Force on the Homeless estimates that 40 to 50 percent of the urban homeless adults actively abuse
alcohol or other drugs. Of the homeless youths on their own, 70 to 75 percent use alcohol or
other drugs to help them deal with their circumstances.
National statistics show that 35 to 40 percent of those homeless have at least one indicator of
alcohd or other drug abuse. The Urban Institute 1987 national study of urban homeless service
users is the only available local and nationwide source of data regarding the sheltered and
unsheltered status of homeless persons who abuse alcohol or other drugs and also have a severe
mental illness. This study estimates that of those who abuse alcohol or other drugs, 21 percent
are sheltered and 34 percent are unsheltered. For those that also suffer from a severe mental
illness, 8 percent are sheltered and 13 percent are unsheltered.
and Mentally IU
(3) Fleeing Domestic Violence
According to the Regional Task Force on the Homeless, women comprise 10 to 15 percent of the
urban homeless. Fleeing domestic violence, along with abandonment by spouses, male friend,
and families, are regularly cited as reasons for homelessness for women. It is estimated that 40
percent of the homeless women have been battered women.
There are currently no local or nationwide sources of data available regarding the sheltered and
unsheltered status of homeless persons fleeing domestic violence. The sheltered and unsheltered
status of homeless persons fleeing domestic violence may be assumed to be the same as the general
homeless population. The Regional Task Force on the Homeless indicates that 13.5 percent of
the general homeless population is sheltered and 86.5 percent are unsheltered. .
(4) Homeless Youth
The homeless youth population includes both runaway and throwaway youth. Regionally, urban
homeless youth account for approximately 25 percent of all homeless. Many of these youths,
about 20 percent of the 25 percent, are within the family units described above. The balance,
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about 6 percent of the 25 percent, are teenagers on their own.
According to the Regional Task Force on the Homeless, generally, many homeless youths s
away from shelters and other forms of assistance because of their fear of authority. Of thl
homeless youths, approximately 7.4 percent are sheltered and the remaining youths :
unsheltered.
(5) Persons Diagnosed With AIDS and Related Diseases
The National Commission on Aids states that AIDS can lead to circumstances of homelessne
Up to 50 percent of all Americans with AIDS are homeless and many more are likely to be faci
circumstances of Romelessness. Persons with AIDS are at risk of becoming homeless because
their illness, lack of income or other financial resources, and a weak support network. 'I
Commission also estimates that 15 percent of the urban homeless are HIV infected. Thc
homeless persons most at risk of AIDS or HIV infection are teens whose primary means
support is prostitution and those who abuse intravenous drugs and share needles. Currently, tht
are no local or nationwide sources of data available regarding the sheltered and unsheltered stai
of homeless persons with AIDS or HIV.
x. Needs of Persons Threatened with Hornelessness
at=riskpopulatian. The "at-risk" population are low-income families and individuals who, up
loss of employment, would lose their housing and end up residing in shelters or being hornele:
Lower income families, especially those that earn less than 30 percent of the regional medi,
income, are at risk of becoming homeless. These families generally are experiencing a cc
burden of paying more than 30 percent of their income for housing or more likely, a severe cc
Based on regional percentages reported in the 1987 American Housing Survey, there are
estimated 1,427 low-income renter households paying more than 50 percent of their income (
housing in the City of CarIsbad. According to the 1990 Census, there are 1399 lower-$cor
households or 52 percent of all lower-income households who pay more than 50 percent of tht
income on housing and are at risk of becoming homeless.
/ burden of paying more than 50 percent of their income for housing.
But it is not only the very low-income households which are at risk. According to Lorn,
Mortgage USA, San Diego is the second least affordable city in the nation for housing. Sudd(
unemployment in a two-income family can precipitate homelessness because there is no lower cc
housing available for the family. Overall, Harvard University estimates that nationally, ti
average household is just four paychecks away from being homeless.
The at-risk population also includes individuals who are in imminent danger of residing in shelte
or being unsheltered because they lack access to permanent housing and do not have an adequz
support network, such as parental family or relatives into whose homes they could temporari
reside. These individuals, especially those Wig released from penal, mental or substance abu:
facilities, require social services that help them make the transition back into society and rema
off the streets. Needed services include counseling, rental assistance and job training/assistancI
Section I. Community Profile Page f
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CONSOLIDATED STRATEGY & PLAN
3. Populations with Special Needs - Other Than Homeless
Current. Table 20 "Non-Homeless Special Needs Populations" provides data for the
City of Carlsbad on the number of households with supportive housing needs, such as elderly,
frail elderly, developmentally disabled, and other special needs populations. This information
was gathered from a variety of expert sources. It is typically regional in scope due to the lack of
more specific local data.
Those persons with special needs who are in need of supportive housing or housing assistance is
not limited to the specific special needs populations listed in Table 20 of this document. The City
recognizes that there are other special needs populations other than those specifically identified
within this document, such as victims of terminal illnesses other than AIDS, who may be in need
of housing assistance. The City will consider the housing assistance needs of any population
group with special needs.
a. Need for Supportive Housing
Table 20: Non-Homeless Special Needs Populations
7 I I
Special Need Category
Supportive Housing
Housing in Need of
Elderly
279 Frail Elderly
163
1 L J I Severe Mental Illness I ~~
50 1 I 1 1
Developmentally .Disabled
Persons with Alcohol/Other Drug Addiction
66 Physically Disabled
50
58 Persons with AIDS and Related Diseases
4
(1) Elderly and Frail Elderly
According to the San Diego County Area Agency on Aging, the population over 65 years of age
has four main concerns:
(1) Income - people over 65 are usually retired and living on a futed income
which is typically half that of those under 65.
(2) Health Care - because the elderly have a higher rate of illness, easy access
to health care facilities is crucial.
(3) Transportation - many seniors utilize public transportation. However, 13.8
percent of individuals age 65 + have a public transportation disability which
necessitates the use of other modes of transportation.
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(4) Housing - of those over 65 years of age, 40 percent rent and 25 percent li alone (county-wide figure).
These characteristics indicate the need for smaller, low cost housing units which have easy accc
to public transportation and health care facilities. These factors should guide the development
new housing for low-income elderly households.
The housing needs of the elderly include supportive housing, such as intermediate care facilitil
service component. Needed services to help compensate for frailty of elderly households due
one or more Limitations to Activities of Daily Living (ADL's) or Instrumental Activities to Da
Living (IADL's) include personal care, housekeeping, meals, personal emergency response a
transportation. A social worker should assist the elderly returning to the community from a heal
care institution.
group homes, Single Room Occupancy (SRO) housing and other housing that includes a plam
Supportive housing for elderly households who are of lower-income and suffering from one
more ADL's or IADL's is needed to compensate for frailty as well as financial assistance to off!
low-incomes. Table 11 provides 1990 Census data for the City on elderly households who are
lower-income. It shows that there are approximately 2,210 lower-income elderly households,
percent of all elderly Carlsbad households (8,271 households).
A majority (62 percent) of the low-income elderly households are homeowners. Based on t
1990 Census data, of those elderly households renting their home, 43 percent are estimated to p
more than 50 percent of their income for housing. The health and social needs of these e1de1
are significantly impacted when so much of their limited resources goes to housing.
Those elderly Carlsbad households who are of lower-income but also suffer from one or mc
ADL's or IADL's, such as difficulty eating, bathing, doing light housework, or shopping
oneself, is reflected in Table 21. According to a report entitled TheNeed.. of therly in 1
7Wkn~q, 14.4 percent of all elderly persons 65 years of age and older are considered frz
Table 21: Frail Elderly Lower-Income Households
Age Range Number of Frail Lower- Percent Number of Lower-
Income Households Income Households Frail
,All Elderly (65+) 318 14.4% 2,210
Source: 1990 U.S. Census
In a survey of persons aged 65 to 74 and persons aged 75 or older conducted by the Area Agen
on Aging in 1993 for the 1993-1997 Area Plan, the results showed the 3 percent of those betwe
the ages of 65 to 74 and 3 percent of those 75 or older experienced serious housing problen
Section I. Community Profiie Page
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
The survey also showed that another 7 percent of the frail elderly experienced serious problems
regarding self care. This 13 percent applied to all elderly persons is consistent with the 14.4
percent of the elderly considered frail, according to the national estimates.
Based on the 1990 U.S. Census data, there are 5,417 persons aged 62 to 74 in Carlsbad.
According to the survey results of the Area Agency on Aging, there are estimated to be 163
persons (3 percent) aged 62-74 who experienced serious housing problems and are in need of
supportive housing. Of the 2,793 persons 75 years of age or older in Carlsbad, 279 (10 percent)
experienced serious housing problems or serious problems of self care and are in need of
supportive housing.
(2) Persons with Developmental Disabilities
The following section provides conservative estimates of the housing need for persons with
developmental disabilities. This estimate of need is based on the California State Council on the
Developmentally Disabled standard that the prevalence of the California population meeting the
federal defrnition of developmentally disabled is 1.86. Area Board XIII estimates that 3 percent
of the total population is developmentally disabled, and warranting special education and other
services. The Board also reports that one third of those developmentally disabled or 1 percent of
the total population are severely developmentally disabled.
Area Board Xi11 and the Regional Center for the Disabled believe that it is the severely
developmentally disabled that are the greatest at risk of becoming homeless and in need of
supportive housing. They have estimated that 10 percent of the severely developmentally disabled
are at risk and in need of supportive housing. Based on the City of Carlsbad’s 49,576 adult
population, there are 496 persons with severe developmental disabilities and 50 of whom are at
risk of becoming homeless.
(3) Persons with Physical Disabilities
The 1990 U.S. Census lists 656 persons living in Carlsbad, between the ages of 16 and 64, as
having a work, mobility, or selfcare limitation. This segment of the population is increasing due
to lower death rates and higher longevity rates resulting from advances in medicine.
The Access Center, the federally funded Independent Living Center for the San Diego region, has
no estimate of the portion of this population that are at risk of homelessness. The Regional Center
for the Disabled estimates that 5 percent of the disabled population using wheelchairs are at risk
of becoming homeless due to the lack of housing with accessible features. Believing that this
population are as much at risk becoming homeless as those with severe mental illness or a
developmental disability, SANDAG also estimates that 10 percent of the those with physical
disabilities are at risk of becoming homeless and in need of supportive housing. Based on the
SANDAG factor of 10 percent, there are 66 persons with a physical disability that are in need of
supportive housing.
The special needs required for housing physically disabled individuals include not only special
construction features to provide for access and use according to the particular disability of the
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occupant but also affordability. The location of housing for disabled persons is also impom
because many such households need access to a variety of social services and to specializ
disabled access facilities throughout the County.
In addition to the housing needs of physically disabled persons described above, there should
support services designed to meet the needs of the particular individual. A social worker shou
assist persons returning to the community from a health care institution.
(4) Persons with Mental Illness
The following section provides conservative estimates of need based on the International Ci
Managers Association standard that 10 percent of the total population suffers from mental illne
at any given time and on the California Department of Mental Health standard that one to tv
percent of persons in the general population suffer a serious mental illness (SMI). There are ;
estimated 4,958 who suffer from a mental illness and an estimated 496 to 990 adults who suff
from serious and persistent mental illness in Carlsbad, based on the City's 1990 Census ad1
population of 49,576.
Among persons who suffer from serious and persistent mental illness, there is a substantial net
for stable, decent housing. The Iack of access to this basic need often leads to mentally ill persol
being homeless, near-homeless, or living in unstable and/or substandard housing situations. TI
County Department of Health Services estimates that 10 percent of those persons suffering fro:
a serious or persistent mental illness are at risk of homelessness. For Carlsbad, of the estimatc
496 persons potentially suffering from a SMI, 50 are at risk of becoming homeless and in net
of supportive housing.
The major barrier to stable, decent housing for the seriously mentally ill is the availability (
affordable housing. A substantial majority of persons in this population depend solely on Soci
Security Insurance payments of approximately $600 per month. Based on federal housin
standards, affordable rent payments would be slightly over $200. Relative to their income, fe1
persons in this population can afford rental housing on the open market.
Of those persons living in the urban San Diego County area who are being served by Sari Diq
Mental Health Services (SDMHS), nearly all of the clients have annual incomes considered to 1
at 30 percent or less of the San Diego County median income and are considered of extreme1
iow-income.
(5) Persons with Alcohol or Other Drug Addictions.
According to a January 1991 study of the National Institute on Alcohol Abuse and Alcoholisn.
one third or more of the clients in publicly funded residentiallin-patient alcohol or drug addictio
treatment programs are homeless most of the year before entry into treatment and may b
homeless again upon completion of the program. There are no publicly funded residentiaVir
patient treatment programs in Carlsbad. However, there is one County funded alcohoVdru
detoxication residential facility and one out-patient treatment facility in Oceanside.
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CONSOLIDATED STRATEGY & PLAN ~-~ ~-
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According to the County of San Diego Alcohol and Drug Services, for 1992, there were 75
persons who entered into the two facilities in the North County West area of San Diego County.
According to information gathered at the time of entrance into the alcohol/drug treatment
program, none of those 75 persons were homeless (see Table 22). Of the 81 persons who
completed the alcohol/drug treatment program in 1992, four persons wili possibly be without
shelter. One of the four persons stated they would be sent to a jail facility and the other three
replied with an "other" response (see Table 22).
Table 22: 1993 Treatment Admission and Exits
! Area Nod County Carlsbad
92008
(Census SMSA) 92009
West
County Funded Alcohol/Drug Tx 2 0
Facilities
1992 Admissions 75
Service Type:
484
Detoxification
63 9 Long term Residential
35 7 Short term Residential
146 27
Outpatient 10 138
Day Treatment 22 102
Living Situation at Admission: 75
SLCDrugfree Housing
175 0 FriendFamily
292 38 Own Home/Rent Apt
5 37
3 0 CarlStreetPark
1 0 JailPolice
1 0 MoteYSRO
1 0 Shelter
0 0 HospitalDetox Facility
4 0 ADS Program
Other
1992 Exits A
Living Situation at Admission:
~ ~ -~ ~~- ~-
SLC/Drugfiee Housing
Owi Home/Rent Apt
FriendlFamily
ADS Program
HospitalDetox Facility
Shelter
MoteYSRO
-
0
502 81
2
3
4 0
3 0
5 0
17 3
144 32
286 39
.18
L JailPolice 11 6
I
-
-1 San Diego
52
8616
2639
1109
2366
2036
466
8616
369
2920
2709
405
230
262
217
198
1162
143
8240
820
2696
2103
865
146
418
113
118
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Area Total North County Carlsbad
92008
County (Census SMSA) 92009
San Diego West
Car/Sueet/Park
507 14 3 Other
454 5 0
Source: County of San Diego Alcohol and Drug Services
(6) Persons with HIV Infection and with AIDS
The following provides a rough estimate of current and future housing assistance needs for persol
living in Carlsbad with AIDS and the HIV infection. These estimates, provided by the Count
of San Diego's Office of AIDS Coordination, are based on actual case reports from 1981-199
and projected to December 1993 and on assumptions for the percentage of such persons needin
housing assistance. These figures should be regarded as a "best guess" given current knowledge
particularly when they are broken down into small numbers by individual jurisdictions.
The only basis to estimate distribution of HIV infection and/or AIDS by jurisdictions within tb
County is through zip code analysis of an individual's place of residence at the time of thei
diagnosis. Assumptions must be made that this distribution does not change
over time, and that HIV infection is distributed in the same proportions as AIDS case reporting
In the County of San Diego, it is estimated that 1.2 percent of the population is AIDS infected o
HIV positive. Based on this percentage and the population of Carlsbad, it is calculated that 751
persons in Carlsbad have AIDS or are HIV positive. However, the County's Office; of AID!
Coordination reports that there are 55 cases of AIDS reported for the City of Carlsbad anc
estimates that there are approximately 330 with the HIV infection. The number of persons witt
than have actually contracted AIDS.
SANDAG has estimated that 50 percent of the AIDS cases and 100 percent of the HIV cases art
active. Therefore, it is calculated that there are 28 active cases of AIDS and 330 active cases o
HN positive.
Research by the Office of AIDS Coordination shows that 66 percent of those with AIDS and 11
percent of those with HN have a need for affordable housing assistance (see Table 23). Sixty- si^
percent of those persons with AIDS would indicate that 36 persons have a need for some type ol
housing assistance. Eleven percent of those with the HIV infection would indicate that 36 people
with the HIV infection will also require some housing assistance.
In addition, estimates of SANDAG show that 90 percent of those persons with AIDS and 1C
percent of those who are HIV positive are at risk of homelessness if they are not provided witt
any form of housing assistance. Therefore, it is calculated that 25 persons with AIDS and 33 persons who are HIV positive may be facing situations of homelessness.
the HIV infection is only an estimate that there are Si ties as many persons infected with "I
Section I. Community Profde Page 57
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
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Table 23: Estimated Persons with AIDS and HIV Infection
in Need of Housing Assistance
Type of Affordable Housing
Assistance
Source: County of San Diego Office of AIDS Coordination
As shown above in Table 23, those with AIDS or HIV infection have a great desire and need (47
percent) for long-term independent housing. Assistance for long term independent housing
includes rent subsidies, subsidized units, and adult foster care. There is also a significant desire
and need for congregate housing (14 percent for those with AIDS). Congregate housing includes
housing for those who are able to live independently, but do not wish to live alone, and housing
for those who require supportive services and supervision.
Short term shelter or transitional housing is the least needed or desired form of housing assistance.
Of those persons with AIDS and HIV and in need of housing assistance, only 7 percent have a
need for this type of housing.
C. Available Resources
The purpose of this section is educational and will assist interested citizens and other interested
parties to understand the resources that are available to assist in housing and supportive service needs. T~IS section describes the available programs and resources from federal, non-federal (i.e.
State and local government) and private sources (i.e. fmancial institutions, foundation, and non-
profit organizations) for use in carrying out housing and supportive service assistance.
In the production of affordable housing, the City of Carlsbad cannot rely on a single source of
funding. To be successful in our efforts, affordable housing must be produced through the
utilization of a number ofdifferent funding sources. These sources include, but are not limited
to, Community Reinvestment funds (financial institutions), non-profit partnerships, private
developer partnerships, tax-exempt financing, tax credits, federal Community Development Block
Grant funds, federal Section 8 Rental Assistance funds, Redevelopment Housing Set-Aside funds.
The City of Carlsbad will use these and/or other sources of funding to assist other non-profit
organizations and other private entities in the construction of affordable housing and development
of related services, depending on the opportunities and constraints of each particular project.
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The following is a list of available resources by activity type and source of funding. It is expect€
that the provision of housing assistance and supportive services will occur as a publiclpriva
partnership with private entities, non-profit organizations, or other public agencies assuming t€
role of primary provider of affordable housing or supportive services. Therefore, the City (
Carlsbad will generally suppoh applications from eligible non-profits and other entities for a
programs and resources (Federal, State, local, and private) listed as available for acquisitiok
rehabilitation, new construction, home buyer assistance, rental assistance, homeless assistance and homeless prevention activities. However, if the City determines that it will be the primar
provider of housing assistance or supportive services, the City will take the lead and apply direct1
for funding.
1. Federal Programs for Housing and Community Development
All federal program resources are listed separately in Appendix C. In all, this list consists of 2
program resources. Federal resources pertaining to existing public housing are not included i
this list becaw the City of Carlsbad does not own or operate any public housing units. The li
of federal program resources includes such programs as HOME, HOPE, and housing prograrr
for the elderly, disabled and/or homeless.
Currently, the City of Carlsbad is "entitled" to federal Community Development Block Grar
funds and will continue to submit its "statement" requesting these funds on an annual basis as Ion;
as the program funds are available. The City will also continue to apply for additional Sectio:
8 Rental Assistance Program funding as it becomes available.
2. Rehabilitation
The following programs/finding sources are available or may be available for the rehabilitatiol
of dwelling units and structures in Carlsbad. A detailed discussion of the programs is includec
in Appendix D:
a. California Department of Housing and Community Developmen
(HCD)
(1) -
t [(XIRElQ. Eligible activities for progran
funding include rehabilitation of substandard low-incomc
rental housing and preservation and rehabilitation o
unreinforced masonry multi-family units.
(2) la H Pr- - OWE w. Eligible activities for progran
funding include rehabilitation of substandard homes ownec
and occupied by lower-income households.
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CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
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(3) 1. Eligible activities for program funding include new construction,
rehabilitation, or acquisition and rehabilitation for either
congregate or community housing developments occupied by
low-income households.
(4) (FWHG). Any construction-related cost, including land acquisition, site
development, new construction, and rehabilitation, in the
development of housing for agricultural workers and even
mortgage subsidies are eligible uses of these program funds.
(5) 1. Home
funds may be used for housing rehabilitation, new
construction of housing, acquisition and tenant-based rental
assistance for lower-income households.
(6) Ice of -. Eligible activities include construction, expansion, rehabilitation and operation of
existing or new migrant centers.
b. City of Carlsbad
(1) u. The City currently has
an approved allocation of CDBG funds for a single family
owner occupied residential rehabilitation program. It is
anticipated that the City will enter into an agreement with
the County of Sm Diego to implement and administer this
program by January 1994.
.. .
(2) V -. Twenty percent of the tax increment for the redevelopment area is
set-aside for costs associated with the development,
improvement or preservation of affordable housing for
lower and moderate-income households. Eligible activities
include rehabilitation and acquisition of existing housing and
all construction related costs for new housing.
C. Private
(1) of America, fZmmumy nev- Rranch.
Provide fmcing for activities aimed at preserving and
producing affordable housing in the San Diego region.
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(2) od Ehnmq. Provide fmancing for activit:
ain-14 at preserving and producing affordable housing in t
San Diego region.
(3) Fnundatian. Provides endowme
support for social service agencies, with special programs
community development, housing, homeless, persons w:
special needs and HIV/AIDS programs.
3. Acquisition
The following programslfunding sources are available or may be available for the acquisition
dwelling units and structures in Carlsbad. A detailed discussion of these programs is included
Appendix D.
a. California Department of Housing and Community Developme.
(HCD)
(1) v FIw nemtlnstrationm. I I
d Ne
construction, rehabilitation, or acquisition and rehabilitatic
for either congregate or community housing developmen
occupied by low-income households.
(2) n Pragram - Rmtt
(-. Eligible activities includ
acquisition and rehabilitation of substandard low-incom
rental housing and preservation and rehabilitation c
unreinforced masonry multi-family units.
(3) & Ho t Program (FW. An construction-related cost,' including land acquisition, sit'
development, new construction, and rehabilitation, in th
development of housing for agricultural workers and eve.
mortgage subsidies are eligible uses of these program funds
(4) 1. Horn
funds may be used for housing rehabilitation, ne1
construction of housing, acquisition and tenant-based renta
assistance for lower-income households.
(5) '%rviccs. Eligible activities includl construction, expansion, rehabilitation and operation o
existing or new migrant centers.
Section I. Community Profile Page 61
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
b. City of Carlsbad
(1) u. Twenty
. percent of the tax increment for the redevelopment area is
set-aside for costs associated with the development,
improvement or preservation of affordable housing for '
include rehabilitation and acquisition of existing housing and
all construction related costs for new housing.
lower and moderate-income households. Eligible activities
(2) Affordable-&. Inclusionary Housing
Impact and In-Lieu fees are deposited into this fund. The
Housing Trust Fund will be used to increase the supply of
affordable housing for lower-income households. Eligible
activities include land acquisition and all construction related
costs for new affordable dwelling units.
C. Private
(1) k of - nevelqnent Branch. Provide fmncing for activities aimed at preserving and
producing affordable housing in the San Diego region.
(2) -. Provide financing for activities aimed at preserving and producing affordable housing in the
San Diego region.
(3) ty FouTldation. Provides endowment support for social service agencies, with special programs in
community development, housing, homeless, persons with
special needs and HIV/AIDS programs.
4. New Construction
Available programs for the development of new construction have been identified by the City of
Carlsbad. These programs are discussed in more detail the "Housing Program Summary"
pamphlet available to the public from the City of Carlsbad Housing and Redevelopment
Department. Thls pamphlet is included in Appendix E to this Consolidated Plan.
In addition, the following programshnding sources are available or may be available for the new
construction of dwelling units and structures in Carlsbad. A detailed discussion of these programs
is included in Appendix D:
a. California Department of Housing and Community Development
(HCD)
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(1) ly Housiq DemoIlStratinn Program. N construction, rehabilitation, or acquisition and rehabilitat
for either congregate or community housing developme
occupied by low-income households.
(2) Earn war- (FWHG.). b- construction-related cost, including land acquisition, I
development, new construction, and rehabilitation, in I
development of housing for agricultural workers and e\ mortgage subsidies are eligible uses of these program funl
(3) 1. Ho! funds may be used for housing rehabilitation, n
construction of housing, acquisition and tenant-based ren
assistance for lower-income households,
(4) ce of M-. Eligible activities inch construction, expansion, rehabilitation and operation
existing or new migrant centers.
b. City of Carlsbad
(1) Yet--. Twer percent of the tax increment for the redevelopment area
set-aside for costs associated with the developme1
improvement or preservation of affordable housing 1
lower and moderate-income households. Eligible activiti
include rehabilitation and acquisition of existing housing a.
all construction related costs for new housing.
(2) Trust Fund. Inclusionary Housi~ Impact and In-Lieu fees are deposited into this fund. T;
Housing Trust Fund will be used to increase the supply
affordable housing for lower-income households. Eligit
activities include land acquisition and all construction relat
costs for new affordable dwelling units.
C. Private
(1) of m Communltv Dev Brax
Provide financing for activities aimed at preserving ar
producing affordable housing in the San Diego region.
(2) Neighhorhocxl. Provide financing for activiti aimed at preserving and producing affordable housing in tl
San Diego region.
Section I. Community Profile Page (
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
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(3) ). Provides endowment support for social senice agencies, with special programs in
community development, housing, homeless, persons with
special needs and KIV/AIDS programs.
5. Home Buyer Assistance
Available programs for the development of new construction have been identified by the City of
Carlsbad. These programs are discussed in more detail the “Housing Program Summary”
pamphlet available to the public from the City of Carlsbad Housing and Redevelopment
Department. This pamphlet is included in Appendix E to this Consolidated Plan.
In addition, the following programs/funding sources are available or may be available to assist in
the purchase of a dwelling unit in Carlsbad. A detailed discussion of these programs is included
in Appendix D:
a. California Department of Housing and Community Development
(HCD)
(1) (mwcr). Any construction-related cost, including land acquisition, site
development, new construction, and rehabilitation, in the
development of housing for agricultural workers and even
mortgage subsidies.
6. Rental Assistance
The following programs/funding sources are available or may be available for rental assistance.
A detailed discussion of these programs is included in Appendix D:
a. California Department of Housing and Community Development
(HCW
(1) 0. Home funds may be used for housing rehabilitation, new
construction of housing, acquisition and tenant-based rental
assistance for lower-income households.
b. City of Carlsbad
(1) 8 Rental Voucher/Certlficate. This is a
federal program administered by the City to provide tenants
with Section 8 voucher/certificate. Section 8
vouchers/certificates allow tenants to pay only 30 percent of
their monthly income for housing expenses and the City,
through the federal program, will pay the difference of the monthly rent.
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7. Homeless Assistance
The following programs/funding soums are available or may be available for homeless assistan1
A detailed discussion of these programs is included in Appendix D:
a. California Department of Housing and Comm~nity Developmc
(HCD) (1) v Program. Rehabilitation, renovatic:
expansion of existing emergency shelter facilities or s
acquisition for new or existing emergency shelter faciliti
(2) (FWHG). A construction-related cost, including land acquisition, s
development, new construction, and rehabilitation, in t
development of housing for agricultural workers and ev
mortgage subsidies.
(3) Ice of -. Eligible activities inclu.
construction, expansion, rehabilitation and operation (
existing or new migrant centers.
(4) nt €I~EJ.W for _the Eligible activities include facility acquisition, rehabilitatio!
and operations for multi-unit and group home projec
development for the disabled homeless.
b. Private Resources
(1) Many non-profit organizations offering case managemel
services also provide services to homeless persons.
(2) n Communltv Fo~mdation. Provides endowme]
support for social service agencies, with special programs j
community development, housing, homeless, persons wil
special needs and HIV/AIDS programs,
8. Homeless Prevention
a. County of San Diego
(1) -. The Office of the Chief Administrativ Officer administers a policy regarding the prevention c
homelessness for persons residing in the San Diego Counq
This policy addresses such issues as counseling, budgeting
housing and supportive housing.
Section I. Community Profile Page 6!
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
b. Private Resources
(1) Many non-profit organizations offering case management
services also provide homeless prevention services to lower
and moderate-income households.
' 9. City-owned Surplus Land
The City of Carlsbad, the Carlsbad Housing Authority, and the Carlsbad Redevelopment Agency
currently do not own property which is available for affordable and supportiie housing activities.
However, funds are available for private property acquisition within the CDBG Affordable
Housing Reserve Fund and Redevelopment Set-Aside Funds.
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Section I. Community Profile Page
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
SECTION II. FIVE YEAR STRATEGIC PLAN
This section states the City of Carlsbad's general plans and priorities to be pursued over the five
of Carlsbad's action plan for addressing imbalances between its needs for housing assistance and
its affordable housing, supportive housing and supportive services inventory, as well as non-
housing community development needs and resources. Carlsbad's priorities for providing
assistance and the strategies developed to satisfy the housing and non-housing community
development needs of its residents is based upon the availability of funding and the overall analysis
of the City's housing needs, market and inventory conditions, as described earlier in Sections 1.a
and 1.b and discussed in greater detail below.
year period (1995-2000) of the Consolidated Plan. The five year strategic plan describes the City
A. Summary of Five-Year Strategy
1. Priorities for Providing Housing Assistance
In establishing its priorities for providing affordable housing, the City of Carlsbad has considered
the need for housing assistance among all subgroups of low and very low-income persons,
homeless persons and non-homeless persons with special needs. The priorities emerged from
many considerations, among them the City's analysis of its housing stock and market conditions, its analysis of the relative housing needs of its low and very low-income families and its
assessment of the resources likely to be available over the five year period (1995-2000) of this
Consolidated Plan.
The various subpopulations of very low and low-income groups, homeless persons, and non-
homeless persons with special needs have been assigned priority numbers which reflect the City
of Carlsbad's general assessment of its overall priorities for the next five years and the focus of
its investment strategy (see Table 24). Each category of residents is assigned a High, Medium,
or Low priority. This priority assessment will serve as a guide only. The City will consider any
project or program providing housing assistance to very low and low-income households,
homeless persons, or non-homeless persons with special needs irrespective of the priority level
assigned to the particular category of residents as long as funding sources are available. However,
' in the event that funding sources are limited and projects or programs are competing for the same
funding source, consideration will be given to the project or program providing housing assistance
to the highest priority group.
It is the general policy of the City of Carlsbad to assist very low-income residents as a high
priority through the use of available Federal, State and local resources due to the ability of the
market to provide more easily affordable housing opportunities for low-income households and
the availability of specific resoums for homeless persons and those with special needs. It is very
low-income households who have a difficult time obtaining and maintaining affordable housing
because of their lack of significant financial resources and the small supply of housing that is
affordable to households at this income level.
In accordance with state law, a very low-income household is one whose gross household income
does not exceed 50 percent of the median income for 'San Diego County, which is currently
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$43,900 for a family of four. A low-income household is one whose gross household incon:
between 50 and 80 percent of the median income for San Diego County. Lower-incc
households are households whose gross household income does not exceed 80 percent of
median income for San Diego County and is inclusive of very low and low-income househa
Co'nsistent with the City's "Village Redevelopment Project Area Housing Strategy and Prop
Use of Low and Moderate-Income Housing Funds", it is also the general policy of the Cit
Carlsbad to assist large rerated households and renter households as a first priority as the focu
the City's investment strategy. Large related households are given the highest priority kc;
of the significant shortage of three or more bedroom units affordable to lower-income househc
Lower-h-~ome renter h~~eholds are also given a high priority because of the great majodty
percent, of the lower-income households who rent their home rather than own their ho
Therefore, existing home owners and fxst-time home buyers are given a medium priorit
relation to renter households.
Of lower-income .renters, small related households are given a medium priority and eld
households are given the lowest priority. Small related renter households comprise a n
significant percentage (34 percent) of the total lower-income renter population than eld
households (23.5 percent). In addition, the lower-income elderly renter population have resou
available that specifically provide housing assistance to this population group. Carlsbad's Sec
8 Rental Assistance Program gives preference to elderly households and the majority of Carlsb
Section 8 rental certificate/voucher holders are elderly households.
2. Strategies to Meet Identified Housing Needs
The City bas considered not only who among the various categories of lower-income househ are most in ~d of housing assistance but also which of the general assistance strategies out1
below will best meet the housing needs of the identified households. While an analysi
Carlsbad's needs for housing assistance and its affordable housing, supportive housing
supportive services inventory, as descrii earlier in Sections 1.a and 1.b and discussed in grt
detail later in this Section, may allude to other strategies being pursued, it is the general pc
of the City of Carlsbad to encourage the construction or creation of new affordable housing u
The construction or creation of new housing units is considered the primary strategy due to !
regulations requiring the City to demonstrate progress towards meeting its lower-inc
households' need for new housing units, as identified by the Regional Housing Needs State]
and SANDAG's regional fair share objective. The Regional Housing Needs Stafement
SANDAG's regional fair share objective was discussed earlier in Section 1.b.l.viii of
Consolidated Plan.
The Regional Housing Needs Statement indicates that within the City of Carlsbad 2,509
housing Units Over the 1991 to 1996 five year period for low-income (including 1,066 for
low-income) households will need to be provided. The City's regional "fairshare" objective i
provision of 1,125 units of new affordable housing. However, the City has committe
Section II. Five Year Strategic Plan pa@
CITY OF CARLSBAD
CONSOLIDATED STRATEGY &. PLAN
providing a total of at least 1400 units of new housing affordable to low and very low-income
households.
The City of Carlsbad does not intend to be the primary provider of affordable housing, supportive
housing, homeless shelters, or supportive services. It is expected that the provision of housing
assistance and supportive services will occur as a publidprivate partnership with private entities,
non-profit organizations, or other public agencies assuming the role of primary provider of
affordable housing or supportive services with some financial assistance from the city. However,
the City will continue to implement housing assistance programs where the City has expertise or
such programs have already been established, such as rental assistance.
Where appropriate and consistent with federal regulations for the Community Development Block
Grant Program and State regulations for the use of Redevelopment Tax Increment funds, these
financing sources will be used to help private entities, non-profit organizations, or other public
agencies create additional housing units for low and very low-income households through 1) new
housing production, 2) substantial and moderate rehabilitation, 3) provide rental assistance
programs, 4) home buyer assistance programs, and/or 5) acquisition of property. The City will
also fund public service agencies which provide programs related to and supporting physical
community revitalization, housing development activities, and/or support facilities and services.
Outlined below are the general strategies to be financed by the City of Carlsbad during the next
five years in an effort to assist in the provision of affordable housing for low and very low-income
households. The specific programs to implement these strategies is discussed later in Section Kc.
1) Develop new construction of affordabIe housing
"New construction" refers to the acquisition of land and the development of
housing units, either single family or multi-family.
2) Acquisition of facilitiedhousing units.
"Acquisition of facilitieskousing units" refers to City participation with other
private entities and non-profit organizations in the acquisition of existing housing
units, such as apartments, condominiums or townhomes, or other buildings suitable
for temporary shelter. The units purchased would provide affordable housing for
moderate, low and very low-income households (with particular emphasis on low
and very low-income households).
3) Provide moderate or substantial rehabilitation.
"Moderate Rehabilitation" means rehabilitation involving a minimum expenditure
of $1,000 per unit to upgrade substandard units to a decent, safe and sanitary
condition in compliance with the Housing Quality Standards, or other standards
acceptable to the U.S. Department of Housing and Urban Development.
"Substantial rehabilitation" refers to the improvement of a property (housing units)
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CONSOLIDATED STRATEGY & PLI
in accordance with Section 8 Housing Quality Standards. The City will compl
substantial rehabilitation when necessary to provide housing to low and very lc
income households that is decent, safe, sanitary and affordable.
4) Provide rentai assistance.
"Rental assistance" may mean providing a tenant with financial assistance (tena
gross income (project-based),
based) N restricting the rent of a given rental unit to no more than 30 percent
5) Provide home buyer assistance.
A "home buyer assistance" program may include counseling on various topics st
as 1) family budget planning, 2) the home purchase market and 3) methods
financing a home. Also, the program may include various forms of fmnc
assistance, perhaps in the form of interest subsidies.
6) Provide support facilities and services.
"Support facilities and services" are defined as those facilities/services which eit€
assist residents to obtaidmaintain affordable housing in Carlsbad and/or provi
temporary shelter for the homeless, near homeless andlor migrant fan worke
The City has considered which of the strategies outlined above will best meet the housing nee
of the identified category- of residents. The City will consider any strategy for providing housi
assistance to very low and low-income households, homeless persons, or non-homeless persc
with special needs, as long as funding sources are available. The strategy to be pursued
encouraged by the City will.be generally determined by the availability of funding.
Section II. Five Year Strategic Plan Page I
Table 24: Priorities for Assistance 5-Year Plan
....
Priority Need Level
TO ADD-
EsIlMATED mL4TED
PRIORITY HOUSING NEEDS (households) I
High, Medium, Low, No Such Need
0-30% : 31-50% : 5140%
DOLLARS NEEDED UNITS
Cost Burden > 30%
H iH iM Cost Burden > 30%
36,000 10 L iM iM Overcrowded
450,000 76 L ;L jL Physical Defects
4,200 ,OOO 627 H !H ;M Cost Burden > 50%
413,000 114 H iH iM
Small
7 25,000
Cost Burden > 50%
Cost Burden > 50%
941 ,O00 56 M iM ;M Cost Burden > 30%
1 1 L ;L jL Overcrowded
1 1 L ;L ;L physical Defects
598,000 93 H iH iM Cost Burden > 50%
122,000 19 H iH ;L Cost Burden > 30%
25 ,OOO 7 M iH ;H Overcrowded
1 1 L jL iL Wysical Defects
'29 1 H ;H ;M
M iM iM 42 710,000
0
0
1,900,OOo
Renter Large
Elderly
Owner
Physical Defects 0 N iN 'iN
Overcrowded 0 N ;N iN ~-~ I ~~ ~- I
PRIORITY HOMELESS NEEDS I Priority Need Level
High, Medium, Low, No such need I DOzuKEED TO ADDRESS I
Outreach Assessment Families Pmmr wl Spaill Ne& Individullt 150,000
M M M
Emergency Shelters Families Perurn, wl S~id Nds Inlividuals 121,500
I i
L L L
I
Transitional Shelters Families Perm w/ Spaial Ncedr Individuals 1.320,OOO
M L H
Permanent Supportive Housing Fmilin lndividluls P- w/ Swid N& 1 ,oOWo
L L L
Permanent Housing Families Pcrwru w/ Spill Needs . Idividuls 2,ooo,000
M L .H
=.
-1 -
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PRIORITY COMMUNITY DEVELOPlMENT
To ADDRESS
ESTIMATED Priority Need Level
NEEDS High, Medium, Low, No Such Need D0LLARS NEEDE3
PUBLIC FACILITY NEEDS
Senior Centers ( N
Youth Centers
C N Other Public Facilities
( N Parking Facilities
( N. Health Facflities
20.w L Parks and/or Recreation Facilities
( L Child Care Centers
( L Neighborttmd Facilities
350,00( L
INFRAsIzlcicTuRE IMPROVEMENT
Solid Waste Disposal Improvements C N
Rood Drain Improvements
C L Other Infrastructure Improvement Needs
C N Asbestos Removal
C L Sewer Improvements
100,OOC L Sidewalk Improvements
C L Street Improvements
C L Water Improvements
C L
PUBLIC SERVICE NEEDS
Senior Services
a N Crime Awareness
75,m M Employment Training
0 L Substance Abuse Services
0 L Transporrarion Services
300,000 H Youth Services
0 L Handicapped Services
315.ooC H
Fair Housing Counseling
C M Health Senices
C L Child Care Services
22,50(3 L Temt/Landlord Counseling
20,ooc M
PRIORITY CO High, Medium, Low, No Such Need
ACCESSIBILITY NEEDS
Non-Residential Historic Preservation Needs
Commercial-Industrial Rehabilitation
mer Businesses
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B. Priority Analysis for Housing Needs
Below is the narrative analysis of Consolidated Plan Table 24-Priorities for Assistance. The preceding sectior
discuss each category of residents to be assisted and follow the following format. First, the section states tl
category of residents to be assisted and the assigned priority. An analysis will follow discussing how the siz
distribution, condition, and cost of Carlsbad's housing inventory matches up with the severity of needs a]
types of housing problems being experienced, as previously discussed in Sections 1.a and 1.b. This analy!
provides the basis for establishing the priority. For each category of residents assigned a priority, the specil
objective the City encourages to meet the housing needs of these residents and the proposed accompiishmer
for the specific objective.
Very low-income households can be discussed in two contexts: those households earning between 0 to :
percent of the median family income and those earning between 31 to 50 percent of the median family incom
1, Priority High: Very Low-Income (0 to 50% MFI) Non-Elderly, Large Fami
Renter Households
There are approximately 179 large related renter households within this very low-income category in the Ci
of Carlsbad. Large related households represent an estimated 10 percent of the very low-income (0 to 30
MFI) renter households. In addition, large related households are least likely to have incomes below ,
percent of median than any of the other household types, such as elderly or small related households.
Relatively the same percentage of large related very low-income households face some type of housi
problem as the other household types for this income range but are the least likely of all household types
have severe housing cost burden problems. It is estimated that 94 percent (169 households) of the large relat
households have housing problems and that 87 percent (155 households) pay more than 30 percent of thc
income towards housing rents. However, only 53 percent of the 155 households paying more than 30 percc
of their income for rents are paying more than 50 percent.
The high cost of housing has a particularly Severe impact on very low-income families who are left, followi
rent payment, with little disposable income to cover vital daily living expenses. In addition, the great majox
of very low-income households are paying more than 50 percent of their income towards housing costs a
are more likely to face these severe cost burdens regarding rent than low-income households. A sudden 14
of employment would very likely pose a homeless situation on these households.
An analysis of the housing stock and market conditions shows that there is a need for four or more bedm
units, which would adequately house large related households of five or more persons (see Table 25).
comparing the affordability of occupied and vacant units, there is an even greater shortage of dwelliig UI
affordable to very low-income households. As shown in Tables 27 and 28, only 5 percent of the occup
three or more bedroom units and none of the three or more bedroom units available for rent are offerec
rents affordable to very low-income (0 to 50% MFI) households.
The 1990 Census also shows that 85.3 percent of these very low-income households live in overcrowc
conditions. The percentage of large related very low-income households living in overcrowded conditil
suggests that many households may be living in units that are smaller in size than what would be appropri:
such as a three or more bedroom unit. They may be living in smaller units because smaller sized units
affordable to them while larger units are not affordable. It can be assumed that larger units unaffordablt
very low-income households are being occupied by higher income households, who may be smallex
household sLe and prefer larger homes.
The relatively small percentage of very low-income households who are categorized as large rela
Section II. Five Year Strategic Plan Page
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
households, the risk of homelessness due to mismatches between housing rents and ability to pay, and SimCant kHiW3 Of overcrowding lead to assigning a High priority to large related households in the 0 to
50 percent income category.
2. Priority High : Very Low-Income (0 to 50% hlFI) Non-Elderly, Small Family
Renter Households .
There are 631 very low-income, small family (2-4 persons), renter households in Carlsbad. Small related
households represent 34 percent of the total number of very low-income renter households. In addition, small
related households are more unlikely to have incomes below 30 percent of median and between 31 to 50
percent of median than any of the other household types, except for "all other" households.
Small related households are just as likely to face some type of housing problem in comparison to the other
household types and are experiencing relatively the same housing cost burden problems. It is estimated that
90 percent of these small related households have housing problems, 85 percent pay more than 30 percent of
their income towards housing rents. Of those paying more than 30 percent of their income towards housing
rents, 83 percent are actually paying more than 50 percent.
The high cost of housing has a particulariy severe impact on very low-income families who, followkg rent
payment, are left with little disposable income to cover such vital daily living expenses as food, clothing,
transportation, and health care. In addition, the great majority of very low-income households are paying
more than 50 percent of their income towards housing costs and are more likely to face these Severe cost
burdens regarding rent than low-income households. A sudden loss of employment would very likely pose
a homeless situation on these households.
When examining the housing stock's ability to house such households, an analysis of the housing stock and
market conditions shows that there is a si&lcant number of two-bedroom units available to adequately house
small related households of two to four persons but not enough one-bedroom units would be available (see
Table 25). In comparing the affordability of occupied and vacant units, there is a severe shortage of dwelling
units of any size affordable to very low-income households. As shown in Tables 27 and 28, only 3 percent
of the occupied two bedroom units and none of the two bedroom units available for rent are offered at rents
affordable to very low-income (0 to 50% MFI) households.
The relatively large percentage of very low-income households who are categorized as small related
households and the threat of homelessness due to great mismatches between housbg rents and ability to pay,
lead to assigning a High priority to small related households in the 0 to 50 percent income category.
3. Priority High: AD Other Very Low-Income (0 to 50% MJ?I) Renter Households
The 1990 Census shows that there are approximately 479 very low-income renter households comprised of
non-elderiy single persons or groups of unrelated individuals in Carlsbad that earn between 0 to 50 percent of
the median family income. These households represent 25 percent of the total number of very low-income
renter households. However, only a small percentage of the total "dl other" households have incomes below
50 percent of median.
In comparison to the other household types within this income group, "all other" very low-income (0 to 30%
MFI) households are just as likely to face some type of housing problem and are experiencing relatively the
same housing cost burden problems. It is estimated that 84 percent of these households have housing
problems. Furthermore, 81 percent pay more than 30 percent of their income towards housing rents, of
which, 97'percent actually pay more than 50 percent of their income for rents.
Page 76 Section II: Five-Year Strategic Plan
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The high cost of housing has a particularly severe impact on very low-income families who are left, followir
rent payment, with little dbposable income to cover vital daily living expenses. In addition, the great majoril
of very low-income households are paying more than 50 percent of their income towards housing costs ar
are more likely to face these severe housing cost burdens than low-income households. A sudden loss I
employment would very likely pose a homeless situation on these households.
When examining the housing stock's ability to house such households, an analysis of the City's housing stoc
and market conditions shows that efficiency or one-bedroom units typically needed by these small householc
to Table 28, of the 178 efficiency or one-bedroom units available for rent, only 7 units are affordable
persons with an income below 50 percent of the median.
The relatively large percentage of very low-income households who are categorized as non-elderly sing
persons or groups of unrelated individuals, the risk of homelessness due to mismatches between housing rev
and ability to pay, and the high demand and small supply of efficiency and one-bedroom units lead to assigni
a High,priority to "all other" households in the 0 to 50 percent income category.
are greatly lacking in relation to the number of households needing this unit size (see Table 25). Accordir
4. Priority High: Very Low-Income (0 to 50% MFT) Elderly Renter Householc
The 1990 Census shows that there are approximately 284 very low-income (0 to 30 percent MFI) and 306 ve
low-income (31 to 50 percent MFI) elderly renter households in Carlsbad. This represents 31 percent oft
total number of very low-income renter households, relatively the same percentage as small related househol
and all other households. In addition, elderly households are more likely to have incomes below 30 perct
of median and between 31 to 50 percent of median than any of the other household types.
In comparison to the other household types within thls income group, elderly households are just as likely
face some type of housing problem and are experiencing relatively the same housing cost burden problen
It is estimated that 96 percent of these elderly households have housing problems, 82 percent pay more th
30 percent of their income towards housing rents. Of those paying more than 30 percent of their income I
housing costs, 83 percent actually pay more than 50 percent.
The high cost of housing has a particularly severe impact on very low-income elderly families who, followi
rent payment, are left with little disposable income to cover such vital daily living expenses as food, clot hi^
transportation, and health care. In addition, the great majority of very low-income elderly households i
paying'more than 50 percent of their income towards housing costs and &e more likely to face these sevf
cost burdens regarding rent than low-income households. A sudden loss of employment would very likely p
a homeless situation on these households.
When examining the housing stock's abiiity to house such households, an analysis of the housing stock ;
market conditions shows that efficiency or one-bedroom units typically needed by these small eldt
households are greatly lac- in the City of Carlsbad in relation to the number of 1 and 2 person househc
needing this unit size (see Table25). According to Table 28, of the 178 efficiency or one-bedroom u
available for rent, only 7 units are affordable to persons with incomes below 50 percent of the median.
The relatively large percentage of elderly households within the very low-income range versus other incc
ranges, the relatively large percentage of very low-income households who are elderly, the risk
homelessness due to great mismatches between housing rents and ability to pay, and the high demand and ST
supply of efficiency and one-bedroom units lead to assignhg a High priority to elderly households in the (
50 percent of MFI income category.
Section II. Five Year Strategic Plan Page
CITY OF CAJXLSBAI)
CONSOLIDATED STRATEGY & PLAN " ~~ .~- ~~ ~~~ ~ ~~ ~
5. Priority Medium: Existing Very Low-Income (0 to 50% AIFI) Home Owner
The 1990 Census shows that there are approximately 1,172 very low-income households in Carlsbad who own
their home. Home owners represent 38 percent of the 3,051 total number of very low-income households.
A small percentage (7 percent) of all home owners have incomes below 50 percent of median. In comparison
to households in other income categories, very low-income households are most likely to face some type of
housing problem or cost burden problem.
The relativeIy large percentage of very low-income households who are home owners and the risk of
homelessness due to a mismatch between housing costs and ability to pay but the relatively small percentage
of owner households who are of very low-income leads to the assignment of a Medium priority for existing
home owners in the 0 to 50 percent income category.
6. Priority Low: First Time Very Low-Income (0 to 50% MFI) Homebuyers
The 1990 Census shows that there are approximately 1,879 very Iow-income households in Carlsbad who are
currently renting a dwelling unit and could perhaps buy a home. This represents 62 percent of the 3,051 total
number of very low-income households.
Of the 1,879 very low-income renter households, 1,560 households (83 percent) are experiencing a cost burden
of paying more than 30 percent of their income towards housing. Most of these households (85 percent) are
actually paying more than 50 percent of their income for housing. Very low-income households are more
likely than households in other income categories to pay more than 50 percent of their income for housing
costs.
With so many of the potential very Iow-income home owners paying more than half their income for housing
costs, households in this income category are realistically unable to come up with the required downpayment
and closing costs associated with the purchase of a home and many do not have sufficient incomes to purchase
a home. Therefore, a Low priority is assigned to first-time home buyers in the 0 to 50 percent income
category.
7. Priority Medium: Low-Income Non-Elderly, Large Related Renter Households
There are approximately 247 large related renter households within the low-income category in the City of
CarIsbad. Large related households represent an estimated 14 percent of the low-income renter households.
The percentage of low-income households who are large related households is comparable to the percentage
of low-income households who are elderly but less than the percentage who are characterized as small related
or "all other". In addition, a significant percentage of ail large related households (3 1 percent) have incomes
between 51 and 80 percent of median.
Relatively the same percentage of large related Iow-income households face some type of housing problem as
the other household types for this income range but are the least likely of all household types to have housing
cost burden problems. Incidences of housing cost burden problems are significantly lower for large related
households within this income group. It is estimated that 91 percent of the large related households have
housing problems and that only 28 percent (71 households) pay more than 30 percent of their income towards
housing rents. Of those paying more than 30 percent, 42 percent of the households are paying more than 50
percent of their income for housing rent.
Low-income large related households do not experience as great a cost burden of paying more than 50 percent
of their income towards housing rents than their very low-income counterparts. In addition, low-income
households have more disposable income remaining after covering the cost housing than do households earning
50 percent or less of median income. Therefore, due to the anticipated lack of adequate funds, very low-
Page 78 Section n: Five-Year Strategic Plan
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income households are given priority over low-income households.
When examining the housing stock's ability to house such households, an analysis of the City's housing stock and market conditions shows that there is a need for four or more bedroom units, which would adequately
house large related households of five or more persons (see Table 25). In comparhg the affordabsty 01
occupied and vacant units, there is a severe shortage of dwelling units affordable to low-income households,
As shown in Tables 27 and 28, only 8 percent of the occupied three or more bedroom units and 26 percen!
of the three or more bedroom units available for rent are offered at rents affordable to households with ax
income between 0 to 80 percent of the median.
The 1990 Census also shows that 78 percent of these low-income households live in overcrowded Conditions
The great percentage of large related low-income households living in overcrowded conditions suggests tha
many households may be living in units that are smaller in size than what would be appropriate, a three o
more bedroom unit. They may be living in smaller units because smaller sized units &e affordable to then
while larger units are not affordable. It can be assumed that larger units unaffordable to low-incom
households are being occupied by higher income households, who may be smaller in household size and prefe
larger homes.
The relatively significant percentage of low-income households who are categorized as large relate h~mt~)Ids, the mismatches between housing rents and ability to pay, and priority given to very low-incon:
househ~lds over low-income households lead to assignhg a Medium priority to large related households in fl
31 to 50 percent income category.
8. Priority Medium: Low-Income Non-Elderly, SmaIl Family Renter Householc
There are 601 low-income, small family (24 persons), renter households in Carlsbad. Small relat~
households represent 34 percent of the total number of low-income renter households. In addition, sm
related households are the least liiely of all the other household types to have incomes between 51 to I
percent of median.
Small related households are just as likely to face some type of housing problem as other household types wj
the exception of large related households and are experiencing relatively the same housing cost burdm
problems. It is estimated that 90 percent of these small related households have housing problems and
percent of the households pay more than 30 percent of their income towards housing rents. Of those payi
more than 30 percent of their income towards housing rents, 39 percent are actually paying more than
percent.
Low-income sd related households do mt experience as great a cost burden of paying more than 50 percl
of their income towards housing rents than their very low-income counterparts. In addition, bw-incol
households have more disposable income remaining after covering the cost housing than do households earn
50 percent or less of median income. Therefore, due to the anticipated lack of adequate funds, very I(
income households are given priority over low-income households.
When examining the housing stock's ability to house such households, an analysis of the City's housing st
and market conditions shows that there is a significant number of two-bedroom units available to adequal
house small related households of two to four persons but not enough one-bedroom units would be avail2
(see Table 25). In comparing the affordability of occupied and vacant units, there is a severe shortagt
dwelling units of any size affordable to low-income households. As shown in Tables 27 and 28, only
percent of the occupied two-bedroom units and 29 percent of the 494 two-bedroom units available for rent
offered at rents affordable to households earning between 0 to 80 percent of the median.
Section II, Five Year Strategic PIan Pagc
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
The relatively large percentage of low-income households who are categorized as small related households,
the mismatches between housing rents and ability to pay, and the priority of very low-income over low-income
households, lead to assigning a Medium priority to small related households in the 51 to 80 percent income
category.
9. Priority Medium: All Other Low-Income Renter Households
The 1990 Census shows that there are proximately 663 low-income renter households containing non-elderly
single Penom 01 FOUpS ofmehted UdlViM h Carlsbad that earn between 51 to SO percent of the median
family income. These households represent 37 percent of the total number of very low-income renter
households, the largest household type within this income group. "All other" households are more likely to
have incomes between 51 to 80 percent of median than incomes below 50 percent of medii.
In comparison to the other household types with the exception of large related households, "all other" low-
income households are just as likely to face some type of housing problem'or a housing cost burden problem.
It is estimated that 91 percent (606 households) have housing problems. Of the 591 households paying more
than 30 percent of their income towards housing rents, 258 households pay more than 50 percent.
Low-income "all other" households do not experience as great a cost burden of paying more than 50 percent
of their income towards housing rents than their very low-income counterparts. In addition, low-income
households have more disposable income remaining after covering the cost housing than do households earning
50 percent or less of median income. Therefore, due to the anticipated lack of adequate funds, very low-
income households are given priority over low-income households.
W~XII examining the ~~~ stock's ability to house such households, an analysis of the City's housing stock
and market conditions shows that efficiency or one-bedroom units typically needed by these small households
are greatly lacking in the City of Carlsbad in relation to the number of households needing this unit size (see
Table 25). According to Table 28, of the 178 eficiency or one-bedroom units available for rent, only 36
percent of the units are affordable to persons with an income between 0 to 80 percent of the median.
The relatively large percentage of low-income households who are categorized as non-elderly single persons
or groups of unrelated indivi-, the mismatches between housing rents and ability to pay, the high demand
and small supply of efficiency and one-bedroom units, and the priority given to very low-income households
over low-income households lead to assigning a Medium priority to "all other " households in the 51 to 80
percent income category.
10. Priority Low: Law-Income Elderly Renter Households
The 1990 Census shows that there are approximately 268 low-income elderly renter households in Carlsbad.
Elderly households represent 15 percent of the total number of low-income renter households, relatively the
same percentage as large related households but less than small related and "all other" households.
h comparison to the other household types, with the exception of large related households, in the low-income
category, elderly households are just as likely to face some type of housing problem and are experiencing
relatively the same housing cost burden problems. While low-income elderly households are just as liiely to
also experience some type of housing problem and housing cost burden as very low-income elderly households
also, very low-income elderly households experience a greater cost burden of paying more than 50 percent
of their income towards housing rents than their low-income counterparts. In addition, low-income elderly
households have more disposable income remaining after covering the cost housing than do households eamhg
50 percent or less of medii income. Therefore, due to the anticipated lack of funds, very low-income
household are given priority over low-income households.
Page 80 Section II: Five-Year Strategic Plan
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It is estimated that 81 percent of these elderly households have housing problems. All 217 elderly low-incc
households experiencing a housing problem also pay more than 30 percent of their income towards how
rents. However, only 38 percent of these 217 households pay more than 50 percent.
When examining the housing stock's ability to house such households, an analysis of the City's housing st,
and market conditions shows that efficiency or one-bedroom units typically needed by these small eldt
households are greatly lacking in relation to the number of 1 and 2 person households needing this unit !
(see Table 25). According to Table 28, of the 178 efficiency or one-bedroom units available for rent, c
64 units are affordable to persons with an income between 0 to 80 percent of the median.
As discussed earlier in Section 12.2, the City of Carlsbad has a Senior Housing ordinance that permi
density bonus for senior citizens housing projects. This ordinance has proven to be successful in encourag
the private sector to develop housing for senior citizens. There have been 229 units built and an additional
dwelling uNts approved for construction for senior citizens Carlsbad utiliziig the residential density bo.
allowed under the City's Senior Housing ordinance.
While the Senior Housing ordinance does not currently require that any portion the units constructed un
this program be affordable to lower-income households, according to recent surveys of rental rates for th
projects, many units are affordable to low-income households. Low-income elderly households are more lik
to be able to afford lii in these units than their very low-income counterparts, who would in addition nc
some type of housing assistance from the public sector.
The availability of housing specifically for elderly households developed under the City's Senior How
ordinance, the greater need to provide housing assistance to very low-income elderly households, and .
relatively smaller percentage of low-income households who are elderly, lead to assigning a Low priority
elderly households in the 51 to 80 percent income category.
11. Priority Medium: Existing Low-Income Home Owner
The 1990 Census shows that there are approximately 1,165 low-income households in Carlsbad who own th
home. Home owners represent 40 percent of the 2,944 total low-income households. A small percentage
are not as likely to face some type of housing problem or housing cost burden problem as home ow
hokeholds in other income categories. Of the low-income home owners, 41 percent pay more than 30 percl
of their income towards housing costs and 21 percent pay more than 50 percent.
The relatively large percentage of low-income households who are home owners and the mismatch betwe
housing costs and ability to pay but the relatively small percentage of owner households who are of very lo
income leads to the assignment of a Medium priority for existing home owners in the 51 to 80 percent incor
category.
percent) of total home owners have incomes between 51 and 80 percent of median, Lowincome home ow
12. Priority Medium: First Time Low-Income Homebuyers
The 1990 Census shows that there are approximately 1,779 low-income households in Carlsbad who :
currently renting a dwelling unit and could perhaps buy a home. Low-income renters represent 60 pera
of the 2,944 total low-income households.
Of +e 1,879 low-income renter households, 1,366 households (77 percent) are experiencing a cost burden
paying more than 30 percent of their income towards housing. Only 42 percent of the househol& paying mo
than 30 percent of their income for housing are actually paying more than 50 percent.
Section II. Five Year Strategic Plan Page 1
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CONSOLIDATED STRATEGY & PLAN ~- ~
While the majority of low-income households are experiencing a housing cost burden, there are a significant
number of households who are not and may have the financial resources to make the required dopayment
and clo&g costs associated with the purchase of a home. Low-income households are better able to support
rhe monthly housing expenses of home ownership than very low-income households. Therefore, a Medium
priority is assigned to first-time home buyers in the 51 to 80 percent income category.
13. Priority Medium: Lower-Income (0 to 80 MFI) Homeless Persons and
Documented Migrant Farm workers and Day Laborers
Very low and low-income households have been combined for purposes of this discussion since it provides no
benefit to distinguish income groups among the homeless. According to the 1990 census, Carlsbad has
approximately 941 homeless persons.
Very few urban homeless have been sighted in Carlsbad. The Regional Task Force on the Homeless believes
that the majority of Carlsbad's homeless population is rural and comprised of farm workers and other day
laborers. The majority (95%) of these are males living alone. However, families are beginning to join them.
They need safe and sanitary housing, which could be in a congregate living arrangement.
The facility and service needs of these homeless families and individuals are many and varied, Existing
service agencies indicate that a growing need exists for limited-term shelter or transitional facilities for
homeless individuals and families.
As the homeless population is both a local as well as a regional issue and not confined to the boundaries of one
city in particular, the provision of facilities and services to meet the needs of the homeless population should
be meet by Carlsbad as well as the entire region. In addition, due to the regional nature of homelessness,
facilities and services should be located in areas that provide the most benefit and greatest access for the
homeless population, such as areas in proximity or with access to mass transportation, employment centers,
or social service providers.
While there are nearly 1 ,OOO homeless persons in Carlsbad, they represent only 16 percent of the total lower-
income households in Carlsbad. The strategies and programs to provide housing assistance to lower-income
renters can also effectively meet the needs of lower-income homeless persons. In many instances, the
homeless are dealing with many different needs, of which housing is only one. Before the housing needs of
the homeless can be meet, it is more appropriate to deal with other more immediate needs such as food,
clothing, and social services. Therefore, a Medium priority is assigned to lower-income homeless persons.
14. Priority Low: Lower-Income Homeless Persons With Special Needs
Very low and low-mcome households have been combined for purposes of this discussion since it provides no
benefit to distinguish income groups among the homeless. The "homeless persons with special needs" group
includes a variety of individuals. It can include alcoholics, individuals with mental illness, run-away youths,
families in distress, drug abusers, and others whose circumstances have left them homeless.
As discussed earlier in Section I.b.2, it is estimated that 33 percent of single homeless adults suffer from
severe and persistent me&l illness. Evidence indicates that up to 50 percent of the homeless population may
be active substance abusers. The special needs of homeless mentally ill, alcohol and drug abusers, victims of
domestic violence and runaway/throwaway youths are group specific.
Furthermore, as the homeless population is a regional issue and not confined to the boundaries of one city in
particular, the provision of facilities and services to meet the needs of the homeless population must be meet
by the entire region. Due to this regional nature of homelessness, facilities and services should be located in
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areas that provide the most benefit and greatest access for the homeless population.
Lastly, Carlsbad's homeless population has been characterized as a rural with farm workers and other d laborers Comprising the Vast majority of this population. The presence of mental illnesses, alcohol and dr
abusers, victims of domestic violence, AIDS or HIV positive, or youths are typically associated with the urb
homeless and not the rural homeless, such as in Carlsbad. Therefore, Low priority is assigned to lowc
income homeless persons with special needs.
15. Priority Medium: Lower-Income "At-Risk" Households
The "at-risk" households are low-income families and individuals who, upon loss of employment, would 10
thii houshg and end up in shelters or homeless (on the street). Low-income families, especiaI1y those tb earn less than 30 percent or less of the medii income for San Diego County are especially at risk of becomi
homeless. These households generally are experiencing a cost burden of paying more than 50% of thf
income for housing.
The at-risk population also includes individuals who are in immiient danger of residing in shelters or beir
unsheltered because they lack access to permanent housing and do not have adequate support networks, suc
as a parental family or relatives whose homes they could temporarily reside. These individuals, especial:
those being released from penal, mental or substance abuse facilities, require social services to assist them
making the transition back into society and remain off the streets.
16. Priorily Low: Other Lower-Jncome Households With Special Needs
The "other households with special needs" category includes, but is not limited to non-homeless household
with persons who are frail elderly, mentally ill, developmentally disabled, physically disabled, persons wit
an alcohoudrug addiction, AlDS or HIV infection victims, and families eligible to participate in an economi
self-sufficiency program. The City recognizes that there are other special needs populations other than thos
pjfially identifed within this document, such as victims of terminal illnesses other than ADS, who ma
be in need of housing assistance. The City will consider the housing assistance needs of any special need
population which demonstrates a need for housing assistance.
Rental assistance is available to help very low-income persons having a physical or mental handicap. Thes
persons are given a local priority for the Section 8 rental assistance program. In addition, such household
can also get. a priority if the head of the household or the spouse is a Veteran or a family of a Veteran, the hea
of the household or spouse is participating m a job training or academic enrichment program, or the householl
is residing in a mobile home park. Federal preference is also given to those disabled households who haw
vacated or must vacate their housing unit due to substandard housing, are living in overcrowded conditions
or are paying more than 50 percent of their gross income toward housing costs qualify for a federal preferencc
under the Section 8 rental assistance program.
It is estimated that there are very few lower-income households with special needs in Carlsbad relative to thc
total number of lower-income households in need of housing assistance. The strategies and programs tc
provide housing assistance to lower-income households in general can also effectively meet the needs of lower.
income persons with special needs. Supportive service and supportive housing needs are best meet by social
service agencies and other private organizations. Therefore, a LOW priority is assigned to lower-income
persons with special needs.
Section II. Five Year Strategic Plan Page 83
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
Table 25: Need for Rental Housing by Bedroom Size
(Universe: Occupied rental housing units)
r
Number of
Units Households Households Si (Household Sue) (Unit Sue)
Surplus of Renter Renter Rental Units by PWSOIIS Bedrooms (Need) or % of Total Number of Number of Number of
Studio to 1 1 to 2 2,843 6,211 (3368) 66%
2
8% 790 634 5+ 4+
533 10 % 908 1.441 4 3
2991 16% 1,528 4,519 3
(156)
TOTAL 0 100% 9.437 9,437
Source: 1990 U.S. Census
Table 26: Affordability of Occupied Rental Housing By Income Category
Number of
(709) 206 915 0-30%ofMI
Affordable Units Category Income Category Category
(Need) or Surplus of Affordable to Income Households in Affordability of
Number of Units
31 - 50% of MI
1265 3.044 1,779 51 - 80% of MI
(723) 24 1 964
Total (167), 3,491 3,658
Source: 1990 U.S. Census
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~~ ~ ~~~ ~
Table 27: Affordability of Occupied Dwelling Units By Unit Size and Tenure
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
C. Specific Objectives to Meet Identified Housing Needs
The City of Carlsbad does not intend to be the primary provider of affordable housing, supportive housing,
homeless shelters, or supportive services. It is expected .&at the provision of housing assistance and supportive
services will occur as a public/private partnership with private entities, non-profit organizations, or other
public agencies assuming the role of primary provider of affordable housing or supportive services with some
financial assistance from the City. However, the City will continue to implement housing assistance programs
-where the City has expertise or such programs have already been established, such as rental assistance.
The City's available financing sources will be used to help private entities, non-profit organizations, or other
public agencies to expand affordable housing opportunities for low and very low-income households through
1) new housing production, 2) acquisition of property, 3) substantial and moderate rehabilitation, 4) rental
assistance programs, 5) home buyer assistance programs, andor 6) support facilities and services. The City
will also fuMi public or private service agencies which provide supportive services to low and moderate-income
households.
While an analysis of residents' needs for housing assistance and the City's affordable housing, supportive
housing and supportive services inventory, as described earlier may allude to other strategies being pursued,
it is the general policy of the City of Carlsbad to encourage the construction or creation of new affordable
housing units. The construction or creation of new housing units is considered the primary strategy due to
State regulations requiring the City to demonstrate progress towards meeting its lower-income households'
need for new housing units, as identified by the Regional Housing Needs Staiemnt and SANDAG's regional
fair share objective.
1. New Housing Production
a, Rentalunits
Adverse real estate market conditions and the unavailability of conventional financing have given the private
residential development sector very little financial incentive to develop multi-family dwelling units, least of
all affordable units. In addition, very low-income households and many low-income households cannot afford
to pay the existing market rate rents and their income levels are inadequate in heIping to cover the private
sector costs for the development of housing. The private sector alone may not be able to meet the affordable
housing needs of very low-income households and a collaborative effort is needed between the private and
public sector and non-profit organizations.
As demonstrated in Tables 27 and 28, past experience has shown that the private sector has been unable to
provide units that are affordable to lower-income households, particularly to extremely low and very low-
income households. Furthermore, Table 25 indicates that the problem facing lower-income renters is not only
an issue of supply of afford;lhle housing but also the supply of different size units to meet the various housing
needs of the community. There is shortage of studios, one bedroom, and four or more bedroom units, which
would adequately house elderly, small, "all other", and large related CarIsbad households.
While funds for new construction are limited and private sector costs of multi-family houshg may be beyond
the income levels of lower-income households, construction of new units is considered the primary and most
effective activity for the long term assistance of lower-income renters. The new units can specifically target
occupancy by and make rents affordable to very low-income households, thereby increasing the supply of
affordable housing for this "difficult to house" income group. The new construction of dwelling units will also
increase the ability of elderly, small related, all other, and large related lower-income households to obtain
affordable housing of an appropriate size.
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b, For Sale Units
As shown in Table 28, of the 386 units for sale, only 12 of the dwelling units available for sale are offerec
sales prices affordable to low-income households and no units are affordable to very lowincome househo!
Average sales prices of homes in Carlsbad are beyond the affordability of even the moderate-income poten
home buyer.
This shortage in the supply of affordable dwelling units is identified as a problem for first-time very low
low-income home buyers. Therefore, new construction of affordable units is considered a primary acti
to increase the supply of dwelling units that are available and affordable to low-income households.
As discussed earlier in the analysis of the housing needs of very low-income first time home buyers, man!
the potential very low-income home owners are paying more than half of their income for housing co
Therefore, households in this income category are realistically unable to come up with the requi
downpayment and closing costs associated with the purchase of a home and many do not have &IC
incomes to purchase a home. Therefore, new construction of for sale homes targeting very low incc
households is a low priority.
c. Homeless Persons, Including Documented Migrant Farm workers ;
If acquisition of existing units for the purpose of providing shelter for the homeless is not feasible, the (
will consider offering assistance to non-profit organizations, other private entities or other public agenc
interested in constructing new units to create additional affordable housing opportunities for the homeless
the homeless with special needs.
Day Laborers, and the Homeless With Special Needs
2. Acquisition of Housing Units
a. Rental Units
Table 25 demonstrates that there is no shortage of two or three bedroom units, which would be an appropr
size unit for small related households. While there is no shortage of appropriate dwelliig units for this t
of household, there is a shortage of affordable dwelling units for very low and lower income renter househc
(see Tables 27 and 28).
With an adequate supply of dwelling units, it is less expensive to provide affordable housing to this grou]
households through the purchase of existing units and, if required for preservation, moderate rehabilitatio~
such units. Therefore, acquisition may be considered an effective and appropriate primary activity to pro1
affordable housing for small related households.
However, acquisition is identified as a secondary activity to be pursued over the next five years. Acquisi
of existing units is identified as a secondary activity because the Regional Housing Needs Statement indic,
that the City of Carlsbad has a sigillficant need for construction or creation of new housing units which
affordable to very low-income households. Consequently; the primary strategy the City will pursu
encouraging non-profit organizations, other private entities, and other public agencies to construct or cri
new affordable housing units.
b. For Sale Units
Very low- income and low-income households have very little income to support a debt. Therefore, the]
a need for housing that can be purchased at the lowest price availabIe. Acquisition and rehabilitatio~
necessary) of existing condominiums, townhomes or single family homes for the purposes of "resale" to 7
low and low-income households provides a greater opportunity for a lower purchase price than the avel
purchase price of a new or existing homes in such coastal communities as Carlsbad.
Section II. Five Year Strategic Plan Pagf
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
c. HomeIess Persons, IncIuding Documented Migrant Farm workers and
Day Laborers, and the Homeless With Special Needs
once the immdiate needs of food, temporary shelter, health care, and other social services has been met, the
second priority is encouraging the movement of the homeless into permanent housing; the most effective
method for providing permanent housing appears to be through acquisition and rehabilitation of existing
housing units. Acquiring and rehabilitating existing dwelling units and buildings suitable for transitional or
permanent housing are effective means of preserving and providing shelter for this group.
For the homeless with special needs, permanent housing and independent living may not be the best strategy
for this group because of their special needs. The priority is to encourage the movement of the homeless into
transitional group housing.
The most effective method for providing housing appears to be through acquisition and rehabilitation of
existing housing units to provide group home living or transitional shelter with access to the appropriate
support services needed to assist these households with their special needs. Acquiring and rehabilitating
existing dwelling units and buildings suitable for group home living or transitional shelter are effective means
for preserving and providing shelter for this group. This strategy could provide shelter as well as access to
the needed supportive services to help build and maintain a sense of independence.
3. Moderate or Substantial Rehabilitation of Rousing Units
a. Rental Units
To preserve the integrity of rental units in the community and to provide a safe and sanitary living environment
for lower-income tenants, moderate or substantial rehabilitation may be needed. The rehabilitation of existiig
units prevents the elimination of rental stock and prevents the need to relocate existing tenants to other rental
units.
Preserving the integrity of existing housing suitable for renting and the special needs required for housing
physically disabled individuals identifies moderate rehabilitation as a secondary strategy. In addition to those
of all ages with physical disabilities, persons over the age of 65 years are more likely to suffer from a physical .
disability. The housing needs of elderly households and others with physical disabilities include not only
affordability but also special construction features to provide for access and use according to the particular
disability of the occupant.
b. Existing Owner Occupied Units
To help prevent the potential deterioration of the dwelling unit and livQ conditions for the occupmfi and fie
degradation of neighborhoods, another primary focus for assistance to home owners should be rehabilitation
of substandard and/or near substandard housing units. For low-income home owners, particularly very low-
income home owners, it is assumed that they may have very little disposable income and may not have the
resources to maintain their home structurally. The objective of the City will be to assist home owners to
maintain their existing homes.
A majority of very low (60 percent) and low-income home owners (56 percent) are elderly households.
Persons over the age of 65 years are more likely to suffer from a physical disability. The special needs
required for housing physically disabled individuals identifies moderate rehabilitation as another appropriate
activity to pursue. The housing needs of elderly households include not only affordability but also special
construction features to provide for access and use according to the particular disability of the occupant.
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4. Provide Rental Assistance
An even quicker and less expensive alternative in the short term for all very low and low-income rent
households is rental assistance. The severe economic strain that rental costs places on very low-incor;
households, in particular, and the risk of homelessness identifies rental assistance as another primary activ
to be pursued over the next five years.
Rental assistance can also help homeless persons who are capable of independent living make the transiti
to permanent housing. Where single room occupancy housing or managed living units are developed, ren
assistance may be a viable strategy.
Rental assistance can meet the housing needs of 83 percent of very low income renter households and
percent of low income renter households, who are paying more than 30 percent of their income towa
housing costs, more cost effectively in the short term and much more quickly than any other activi
However, rental assistance is considered a short term solution because while it can be more cost effective th
actually acquiring or constructing' an affordable unit, rental assistance would have to be continually given a
yet the supply of affordable housing is not increased. Rental assistance is considered the primary activity wk
the costs of new construction are too high and resources are limited.
Red assistance through the Section 8 program is available to help alleviate some of these housing proble:
being faced by very low-income households or the homeless. Those very low-income renter households w
have vacated or must vacate their housing unit due to substandard housing, are living in overcrowc
condions, or are paying more than 50 percent of their gross income toward housing costs qualify for a fede
preference under the Section 8 rental assistance program. Homeless persons or households also qualify
a federal preference under the Section 8 rental assistance program.
Very low-income renter households may also receive a local priority for the Section 8 rental assistar
program if the head of the household or the spouse is a Veteran or a family of a Veteran, is participating
a job training/academic enrichment program or the household is residing in a mobile home park. Home11
persons or households participating with a social service agency are given top priority in the Section 8 rer
assistance program along with Carlsbad residents. The Homeless are also given a local priority if they (
demonstrate that they are ready for permanent housing and have a source of income and have contracted u
Social Service Agencies for ongoing supportive services.
5. Provide Home Buyer Assistance
For very low and low-income households who would like to own their home, the primary need is financi
It is often difficult for these lower-income households with no previous home ownership history to ob1
financing to purchase a home. The City's primary form of assistance for lower-income households will
a "first-time home buyer assistance program. " As part of their Community Reinvestment Act requireme]
the City will work with local financial institutions to develop a financing program for first-time lower-incc
home buyers.
As discussed earlier in the analysis of the housing needs of very low-income first time home buyers, man:
the potential very low-income home owners are paying more than half of their income for housing co
downpayment and closing costs associated with the purchase of a home and many do not have suffic
incomes to purchase a home. Therefore, first time home buyer assistance programs targeting very
income households is a low priority.
Therefore, households in this income category are realistically unable to come up with the requi
Section II. Five Year Strategic Plan Page
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
6. Provide Support Facilities and Services
a. Existing Home Owners
The large percentage (64 percent) of very low-income home owners who are paying more than 30 percent
and in 90 percent of the circumstances more than 50 percent of their income towards housing costs identifies
a need to maintain their home (in financial terms). For low income home owners, 41 percent are paying more
than 30 percent of their income for housing, of which 21 percent are actually paying more than 50 percent of
their income. With a significant part of their income being used for housing expenses, their is great risk of
losing the home once there is even the slightest change in their economic situation.
Therefore, it appears that the City's primary focus for assistance to this group should be financial counseling
and/or management services (development of support services). The objective of the City will be to assist
home owners to maintain their existing homes.
b. Homeless Persons and Documented Migrant Farm workers and Day
To appropriately assist homeless familes and individuals (including migrant farm workers) and homeless with
special needs, the City must first address the most immediate needs for temporary shelter, food, clothing,
social services, etc. These facilities and services should be provided in areas that provide the most benefit and
greatest access for the homeless population. In the case of homeless with special needs, individuals also
require intensive guidance with monitoring and access to supportive services.
Supportive services is as important to the well being of the homeless as shelter. Therefore, the first priority
of &e City is to support non-profa organizations, other private entities or other public agencies in their
development and/or provision of adequate support facilities and services in appropriate locations.
Laborers
c. Lower-Income "At-Risk" Households
Due to the fact that this group of households has very special immediate needs which can be best addressed
through social service agencies, it appears that the most effective method for providing assistance to this group
is through the funding of support of facilities an8 services. Such support facilities and services offer assistance
through a COoTdination of available services and financial resources, needed daily living provisions (i.e. food
and clothing), and counseling in such maners as financial management and family support. After the basic
needs have been met, the City may then provide rental assistance as a "crisis management" tool.
d. Other Lower-Income Households With Special Needs
The first priority for this group is to provide for their immediate basic needs. The lack of access to basic
needs often leads this group of households to be homeless, near homeless, or living in unstable andlor
substandard housing situations. Special need individuals require intensive guidance, in most cases, with
monitoring and access to support services to maintain a sense of independence. CDBG funding of non-profit
or private organizations who provide services to this population will be the primary activity of the City of
Carlsbad.
D. Programs, Services and Special Initiative Strategies
This part descrii in better detail the specific programs and services to be provided, and the special initiatives
to be undertaken, to implement the City of Carlsbad's five year strategy to provide affordable housing for very
low and low-income households and supportive housing for homeless persons and other persons with special
needs.
Due to the anticipated lack Of adequate program funding, the City of Carlsbad will, most likely, nat be able
to meetfaddress all of the needs of the groupshouseholds identified within this five year saategy section.
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However, every effort will be made to provide housing assistance to as many low-income persons (includi
those with special needs and the homeless) as possible during the next five year period. Highlighted belt
are the specific programs and activities which will be used by the City to address the specific affordal
housing needs of low and very low-income households (including those with special needs and the homele
in Carlsbad:
Program #1 and #2:
TO INCREASE THE SUPPLY OF STANDARD, AFFORDABLE HOUSING THROUGH TI
CONSTRUCI'ION OF NEW UNITS AND ACQUISITION AND/OR REHABILITATION OF EXIST11
HOUSING ,UNITS.
Strategy Summary: - The CityRedevelOpment Agency will assist other private entities and non-prc
organizations acquire deteriorating and substandard rental housing from private owners, utilizing various loc
state and federal funding sources for rehabilitation.
New HausingBeyel ~ nt: New housing development will be primarily achieved through privatdput
sector partnership efforts. The City will assist in the effort by 1) modifying codes and standards which F
reduce the cost of housing but retain quality design and architecture; 2) ensuring that there is suffici
developable acreage in all residential densities to provide varied housing types for all economic ranges;
encouraging adaptive reuse of older commercial or industrial buildings for combined living/working spac
. .. .. .
4) encouraging increased integration of housing with non-residential development.
\
The City's new Inclusionary Housing requirement for Master Plan communities and qualified subdiiisir
places responsibiity upon private developers to be part of the "affordable housing crisis" solution by buildi
low-income affordable units within all new housing developments. - In those developments where the City requires the developer to include
or more units of affordable housing for low-income households, at least 10 percent of the total units will
required to have 3 or more bedrooms.
Devehpaem The City will encourage private residential developers to develop more I(
income senior housing projects in Carlsbad in an effort to provide additional units of housing for this gro
for - The City requires a minimum of 15 percen
all units approved for any master plan community, residential specific plan or subdivision be affordable to 1(
income households. Under certain circumstances, such as smaller projects of six or less units, where the
percent requirement would be less than one unit, the developer may make an in-lieu contribution consis1
addition, any residential project whose applition for a discretionary permit was deemed complete or recei
approval of a discretionary permit prior to May 21, 1993, the effective date of the Inclusionary How
ordinance, does not have to make 15 percent of the units affordable to lower-income households but must
an impact fee. It is anticipated that approximately 1050 units of low-income affordable units will be crE
through this inclusionary housing requirement.
of funds, land or some other asset to the City for use in providing shelter to low-income households.
Dev - The City has adopted a "density bonus ordinance" which
permit a minimum density bonus of 25 percent and one or more additional economic incentives or concessi
Section II. Five Year Strategic Plan page
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
in return for a developer guaranteeing that a minimum of 50 percent of the units for seniors or other special
need households or 20 percent of the units for low-income households or 10 percent of the units for very low-
income households. These units must remab affordable for a period of not less than 30 years.
v The City will also consider development standards for alternative housing types, such
as second dwelling units in a single family zone, single room occupancy hotels, managed living units, homeless
shelters and farm worker housing. The City will authorize alternative housing projects through a Conditional
Use Permit or Special Use Permit. - In addition, the City will review its development fees, schedules for fee payment and
Facility Fees, and possible other related development fees, as well as implementing a priority processing on
all applications for low-income housing projects. - On a project by project basis, the City will consider contributing in-kind infrastructure
improvements (i.e., street, sewer, etc.) to low-income housing projects when necessary and/or appropriate
to ensure development.
a The City will annually set priorities for its future low-income
and special needs housing. Priority will be given to the housing needs for lower-income households (including
handicapped, seniors, large family and very low-income) in the guidance provided to the private sector for new
housing construction and for the use of city funds.
De - The Planning Department will study the relationship between the sue of E dens=&truction and development costs. The study will present frndings together
with recommendations on: 1) minimum sizes for permitted substandard lots; 2) the appropriate floor areas for
associated houses; and, 3) the applicability of providing density bonuses as to achieve reduced development
costs.
TsmrlRanklng: The City will implement a land banking program under which it will acquire land suitable for
development of housing affordable to lower-income households. This land will bq used to reduce the costs of
producing housing affordable to low-income households to be developed by the City or other parties. - The City will establish a Housing Trust Fund to facilitate the construction and
rehabilitation of affordable housing for low-income households.
..
development permit process, On a project by project basis, the City will consider subsidizing the Public
.. . ..
- The City promotes energy and resource conservation in all new housing development.
L The City disseminates and provides information on fair housing laws
and practices to the entire community, especially to tenants, property owners and other persons involved in
the sale and/or rental of housing in Carlsbad. The City will continue its program of referring fair housing
complaints to the appropriate agencies for further action. Also, the City will assure that information on the
availabllay of assisted, or below-market housing is provided to all low-income and special needs households.
The Housing and Redevelopment Department will provide information to local military and student housing
offices on the availability of low-income housing in Carlsbad.
PROGRAM #3:
TO PROVIDE RENTAL ASSISTANCE TO ALLEVIATE THE RENTAL COST BURDEN, INCLUDING
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SEVERE COST BURDEN, EXPERENCED BY LOW-INCOME FAMILIES AND INDIVIDUALS & 1
PROMOTE HOME OWNERSHIP OPPORTUNITIES.
Strategy Summary; - The City will continue administration of its federal Section 8 Rental Assism
Program. The City will attempt to add at least 100 new participants to the program over the next five ye2
by applying for additional certificates/vouchers from the U.S. Department of Housing and Urb
Development.
h The City will encourage the development of new affordable housing un
for first time home buyers through a mortgage credit certificate program. This program will primarily foc
on moderate income households. However, when feasible, low-income households will also be assist
through this program. - The City will work with local lenders and the local development community
secure funding and develop additional lending programs through local private and State and Federal Housi
Programs for first-time home buyers.
PROGRAM #4:
TO PROVIDE SUPPORT FACILITIES AND SERVICES TO: 1) ASSIST RESIDENTS INCLUDIN
THOSE PERSONS WITH SPECIAL NEEDS TO OBTAIN/MAINTAIN AFFORDABLE HOUSING I
CARLSBAD; AND/OR 2) PROVIDE TEMPORARY SHELTER FOR THE HOMELESS, NEA
HOMELESS, AND MIGRANT WORKERS.
Strategy Summary:
\ The City will work with and assist local community grou~
social welfare agencies, farmland owners and other interested parties to provide shelter for the identifit
permanent and migrant farm workers of Carlsbad.
..
\
the Homeless: The City will continue to facilitate the acquisition, fc
lease or sale, of suitable sites for transitional shelters for the homeless population. The City will also contin1
to assist local non-profit and charitable organizations in securing state funding for the acquisition, constructic
and management of these shelters. The City will continue to provide Community Development Block Gra
funds to non-profit SOC~ service agencies that provide services to the homeless and near homeless in Carlsba
+ The City will provide funding, through its Community Developme
Block Grant Program, to publiclsocial service agencies which provide housing-related assistance (Le. , shelte
food, clothes, transportation, etc.) to the homeless, near homeless, seniors, handicapped and/or other speci
need households.
The City of Carlsbad will use available State, Ffleral and Local resources to fund the programs, services ar
special initiatives strategies outlined above. A list of possible funding sources is included in Section 1.c of th
Consolidated Plan.
Section II. Five Year Strategic Plan Page 9
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
E. Proposed Accomplishment for Specific Objectives
As indicated by Table 29-Households to be Assisted, it is projected that during the Consolidated Plan period
beginning July 1, 1995 through June 30, 2000, approximately 1,283 non-homeless households will receive
housing assistance and 10,600 homeless persons will be provided shelter. Of those non-homeless assisted,
1244 are renters and 138 are owners.
The methodology used to arrive at these numbers involved the averaging of total non-homeless and homeless
households misted, as reported to the U.S. Department of HUD in the FederaI Fiscal Year 1993 and Federal Fiscal Year 1994 Comprehensive Housing Affordability Strategy Performance Reports. These numbers were
then extrapolated out to the five year period of the Consolidated Plan and then adjusted to reflect priority needs
and best estimation of future Wig resources. These five-year figures were developed to view the long-term
course of housing activity for planning purposes only.
~ ~ ~~~~ Page 94 Section II: Five-Year Strategic Plan
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ClTY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
F. Non-Housing Community Development Plan
1 s Community Development Needs Assessment
The city of Carlsbad incorporated as a general law city in 1952 but did not show signs of growth in area or
population until the 1960s. Most of the City developed since the 1970s. As of 1993, a little over half of the
City had been developed. Another quarter of the City is in various stages of planning, therefore setting the
stage for additional near- and mid-term development.
Keeping in mind the slow growth of the City and the vision to provide a balanced variety of land uses and to
preserve the quality of life of its residents, the City of Carlsbad embarked upon a successful Growth
Management Program. Since 1986 Carlsbad has been a "growth management" city in which the major public
facilities are beiig carefully planned, financed, and their capacities sized to serve a targeted ultimate population
and number of residential units.
"The Growth Management Plan established citywide, quadrant, and Local Facilities Management Zones
performance standards for eleven public facilities. The eleven public facilities addressed are city
administration, library, wastewater treatment, parks, drainage, circulation, fire, open space, schools, sewer
collection and water distribution. The program requires that the appropriate public facilities must be available in conformance with the adopted performance standards in an area when new development occurs. Unless
each of these eleven public facility standards have been complied with, no new development can occur. n4
In addition to the implementation of a Growth Management Program and individual Local Facilities
Management Plans, Carlsbad has undertaken planning tasks ranging from the implementation of specific and
master plan guidelines to the development of broad visions of the City's physical and regional economic
development. Such planning tasks include the Redevelopment Master Plan, the Bumb Community Design and
Land Use Plan, and the Economic Development Strategic Plan.
While much of Carlsbad is newer, having been developed since 'the 1970s, there are some older
~ewborhoods, some of which are today designated as an official redevelopment district. The Village, located
in the "downtown" section of Carlsbad, has been established as a redevelopment project area. A
Redevelopment Master Plan with Implementing Strategies along with the present Village Design Guidelines
Manual guide all development in the Village. These documents provide an overall development strategy to
create a sarong idedty for the Village, revitalize the area, enhance the economic potential of the Village, and
establish specific site development standards, which create and maintain the Village pedestrian scale environment.
The Village Redevelopment Project Area Implementation Plan for 1995-2000 summarizes the Redevelopment
Agency's goals and objectives for the next five years. Additionally, it specifies anticipated programs to
achieve these goals and expenditures of tax: increment fund and LowIModerate income Housing Set-Aside
Funds.
In 1992, the Carlsbad Redevelopment Agency decided it was time to evaluate the Agency's efforts to elimiite
blight and economically enhance the downtown area. The Agency initiated a comprehensive review/planning
process to refine the vision of the downtown area and to develop strategies to work towards this vision. A
citizens advisory committee, the Village Redevelopment Area Master Plan Advisory Committee, comprised
of representatives from various citizens commissions, a Village business owner, and other residents of the
community have developed goals and objectives to obtain the "vision". The Master Plan Advisory Committee
4 City of Carlsbad General Ph: Land Use Element. September 6, 1994.
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iii ~~rrently working to develop a revised Village Design Guiielines Manual, which will incorporate ihese gt
and objectives and outline appropriate land uses and development standards to meet these goals and objectil
Incorporated as a small portion of the redevelopment project area, the Barrio is also the oldest communiq
the City and comprises the highest concentration of lower-income and minority population in the City. e
Barrio has served as the hub of Carlsbad's Hispanic community for many years.
The City is currently in the process of developing a Bam'o community Design und Land Use Plan for
area. "'his document wiU serve as a comprehensive plan for the area and will address neighborhood conce of revitalizing the Barrio, creating a cultural focus, and enhancing economic development for this segmen
the COmMunity. The land use plan will also propose specific development and land uses for the Barrio wl
will, after adoption, be integrated into the General Plan at a later date.
As part of the developmeqt process of the Barrio community Design and Land Use Plun, in September 19
the City retained the fm of Moore Iacofano Goltsman Inc. (MIG) to assist staff in preparing a plan for
Barrio. The primary role of MIG was to facilitate a comprehensive, community outreach program, wb
gave residents and business owners an opportunity to become involved in the planning process and to idem
the strengths of' the area.
MIG conducted a number of activities directed at identifying concerns, strengths of the area, and sharii
ideas:
One on one interviews with intetested residents and business owners in the Barrio;
A self-guided walking tour and booklet;
Community Workshop #I: Visions and Goals;
Community Workshop #2: Alternative Planning Concepts; and
Community Open House: Community Design and Land Use Actions.
The City will develop the Barrio Community Design and Land Use Plan based upon the input received fi
these various activities.
In the same vein of these individual efforts to revitalize and economically enhance the B'kio area and
Village, the City is also embarking on a city wide plan. In December 1994, the CiG Council of Carls
authorized the development of an Economic Development Strategic Plan. 'The comprehensive plan will 5
the City a tool to develop policies for organizing and promoting economic development and business gro
in Carlsbad. To coordinate the Plan, the City also has an economic development manager.
The Economic Development Strategic Plan will incorporate goals which support the development of a stro
diverse local economy through: 1) Public policy development; 2) Economic resources planning;
Marketing; 4) Education; and, 5) Land use strategies. The City's efforts will also be coordinated with
local Chamber of Commerce, CONVIS, the Carlsbad Economic Enhancement Council, the State Deparm
of Trade and Commerce, San Diego Economic Development Corporation, cornerlindustrial real estate broli
developers, utilities, and other economic development agencies.
Section II. Five Year Strategic Plan Page
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
Figure 3: Map of the Village Redevelopment Area
NOT TO SCU
Village Redevelopment Area Boundaries
Page 98 Section II: Five-Year Strategic Plan
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Figure 4: Map of the Barrio Study Area
NOT TO SCALE
Section II. Five Year Strategic Plan Page
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
2. Specific Objectives to Meet Identified Community Development Needs
a. Public Facilities and Services
The goal of the City's General Plan is to provide for the development of Carlsbad as a carefully planned,
balance community that will provide its citizens with a full range of physical facilities and human services
ensuring a life of quality for all its residents. Specifically, the General Plan calls for the provision of
comprehensive public services, public facilities, and public building programs for the citizens of Carlsbad
(CIP) is developed annually to implement and maintain this goal.
The CIP typically includes projects/programs related to parks, water systems, sewer systems, street systems,
. traf%c.signals, civic projects, drainage facilities, and bridge projects. The provision of such quality capital
facilities depends upon the availability of funding weighed against the demand for facilities and growth.
Revenues for Capital Projects from 1995 until buildout of the City may be broken down into three major
categories as follows: 1) fees generated by development in Carlsbad; 2) the Community Facilities District;
and, 3) other sources including grants, bond issues, and letters of credit. The majority of all CIP revenues
which are projected to support the CIP projects are received as a result of development and are dependent upon
assumptions made about the City's growth in dwelling units and commerciallindwtrial square feet each year.
These revenues include the Public Facilities Fee (PFF), Traffic Impact Fee 0, Park-In-Lieu (PIL), Major
Facility Fee and Sewer Construction revenues.
As development subsides, so too do the revenues that are generated from development and the construction
or improvements to capital facilities are then impacted. Due to fscal coUtra&, capital projects Will be
phased over a period of years to more closely match the incremental growth demands and timed with the
availability of funding. In cases where the public facility or service fails to the meet the required growth
management standards, developers may be required to finance design and construction costs associated to
ensure the provision of the facilities concurrent with need. The City will continue to develop and implement
an annual CIP which is consistent with the City's Growth Management PIan and General Plan.
concurrent with need in connection with the development of the City. The Capital improvement Program
b. Redevelopment Activities
The redevelopment process has been successful in Carlsbad in creating a partnership with the community to
directly return taxes paid in the community, back to the community. To rehabilitate and revitalize the
redevelopment project area, the City Redevelopment Agency encourages the cooperation and participation of
residents, business persons, public agencies and community organizations. .
A citizens advisory committee, the Viage Redevelopment Area Master Plan Advisory Committee, comprised
of representatives from various citizens commissions, a Village business owner, and other residents of the
community are currently completing a comprehensive review/planning process to refine the vision of the
downtown area and have developed goals and objectives to work towards this vision. Additionally, the Master Plan Advisory Committee is currently worh to develop a revised Village Design Guidelines Mmd, which
will incorporate the goals and objectives and outline appropriate land uses and development standards
consistent with the vision of the downtown area.
The following goals have been established to obtain the "vision" set forth for the Village Redevelopment Area:
1) Establish Carlsbad Village as a quality shopping, working, and living environment;
2) Improve pedestrian and vehicular circulation in the Village area;
3) Stimulate property improvements and new development in the Village;
4) . Improve the physical appearance of the Village area; and
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5) Provide signage which is supportive of commercial vitality and a unique Village image.
To date, the Redevelopment Agency has completed a variety of public improvement projects and encourag
private property improvements/enhancements which have contributed towards this vision of the Vi11
Redevelopment Area. The past activities within the Village area have not .only eliminated blight and blighti
influences but have also resulted in a renewed interest and faith in the area.
Although the Redevelopment Agency has been successful in its efforts, there is still considerable amount
work needed in the Village Redevelopment Area to redevelop and revitalize. As outlined within t
Redevelopment Implementation Plan, the Agency has identified the proposed programs/activities a
expenditures for the Village Redevelopment Area to eliminate blight and/or blighting influences. The
proposed programs/activities are briefly outlined below:
1) Encourage and/or facilitate the development of at least two (2) commercial projects. T City has identified two primary areas to be considered;
2) Continue efforts to develop, or assist in the development of comprehensive studies, and ple which identdy appropriate'land use, design standards, and strategies for the entire Villa
Redevelopment Project Area and/or sub areas within the project area, such as the Bar:
Study/Land Use Plan;
3) Encourage propertylbusiness owners to improve their properties, specifically buildi
facades, and replace non-confoiming and/or outdated building signage through a Faca
Improvement and Alternative Signage Design Assistance program;
4) Continue efforts to develop, or assist in the development of in-fill affordable housing proje
within the Redevelopment Area;
5) Continue to develop, or participate in the development of housing units affordable to low a
moderate-income households;
6) Repayment of tax allocation bonds issues for previous projects such as. the str
improvements, provision of public parking, and construction of a new senior center; an(
7) Payment of costs associated with the general administration of the Implementation Plan, Village Redevelopment Plan, and work of Agency staff on such projects outlined above.
c. Barrio Community Design and Land Use PIan
As a result of the City's community outreach program for the Barrio area, staff has determined that there
two areas of concern for the area: 1) land use, and 2) quality of life. The major land use issues identified n
have a strong impact on the future development of the Barrio and will be addressed through the commw
design and land use plan currently beiig developed. Concerns which impact the quality of life for the reside
and business owners in the Barrio are more appropriately addressed through the development and strengthen
of existing City programs.
The major lad use proposals which are beii recommended for incorporation in the Barrio Community Des
and Land Use Plan address the improvement of neighborhood appearance, economic enhancement, and 1;
use compatibility. These recommendations include the following:
Section II. Five Year Strategic Plan Page 1
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
~ ~ ~~ ~~ ~~~
1) Rezone residential areas to RD-M with development standards that are compatible with single
family homes and preserve this single family character of the neighborhood;
2) Commercial revitaIization along Roosevelt Street to include mixed use development and
development standards to address the interface of residential and commercial uses;
3) Creation of development standards for industrial land uses to enhance appearance and to
integrate with the surrounding neighborhood; and
4) Develop a central location for recreational and social community activities, specifically, the
conversion of Pine Elementary School to a community center.
The community outreach efforts also identified other neighborhood concerns which are more appropriately
addressed by existing City programddepartments and/or through support of citizens' groups. These concerns
relate to improving community safety, enhancing neighborhood appearance, and enriching youth activities.
The staff is recommending to City Council to consider directing City departments to pursue the following
recommendations to improve the quality of lie within the Barrio:
1)
2)
3)
4) 3
6)
7)
8)
9)
10)
11)
12)
13)
14)
15)
1 6)
Establish a "Dance Night";
Provide special pavement treatment on streets;
Promote existing programs--D.A.R.E, etc.;
Continue public safety programs;
Promote bicycle officersl"on-foot" beat officers;
Promote youth outreach programs;
Retain Harding Street bike routes;
Designate comunity "paint days" ;
Support citizens efforts to emurage community celebration and improve Barrio image, such
as reducing overcrowding of apartments, and decreasing graffiti;
Plant 10 to 15 trees per year;
Evaluate undergrounding utilities on Roosevelt Street and Harding Street;
Provide additional speed limit signs and stripe crosswalks where necessary;
Expand programs at Centro de Information;
Pursue acquisition of additional Spanish language library books;
Encourage the hiring of Spanish-speaking police dispatchers; and,
Conduct a historic structure survey.
The feasibility and implementation of these recommendations is detailed within the Barrio Land Use Plan
AnaZysis .
d. Economic Development
Consistent with the goals proposed for the Economic Development Strategic Plan to support the development
of a strong, diverse local economy, the City will target such industries and businesses as the following:
1) Biotech/Biomed/Biopharmaceuticals; 2) Corporate headquarters;
3) International trade;
4) Communications;
5) Financial institutions; 6) Light manufacturing and assembly;
Page 102 Section IE Five-Year Strategic Plan
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7) Research and development; and
8) Start-up companies.
These industries and businesses have been identified as long-term economic resources the City should at&;
help expand, or retain in Carlsbad.
To attract, expand or retain these industries and businesses in Carlsbad, the objectives to the propo:
Economic Development Strategic Plan include the following:
1) Development of a proactive Busiiess Assistance program which can assist in site selectil provide preliminary review of site and project, and expedite development processing :
provide a business development liaison;
2) Evaluate and revise where appropriate the past policies and practices of the City which n,
adversely affect the business and development community;
3) Enhance communication and participation with local business community;
4) Develop an aggressive public relations plan;
5) Conduct a city-wide commercial and industrial land inventory to identify vacant, unc
utilized, and available commercial and industrial properties and facilities;
6) Encourage the development of transportation modes to support commercial and hdum
.development; and
7) Develop project related Economic Development Strategies for unique projects which have t
potential for providing significant economic benefit to the City.
A more detailed discussion of the City's economic development objectives will be provided in the propos
Economic Development Strategic Plan.
G. Geographic Distriiution - All Priorities
The City intends to develop lower-income affordable units throughout the entire city thereby reducing 1
impact of housing on any one area within Carlsbad. City staff will be responsible for initiating the developme
of this housing through agreements with local for-profit and non-profit housing developers andfor throu;
contractor agreements for city-financed housing construction and for managing/monitoring the affordabilj
of these housing units in future years.
City resources for the provision, construction, or improvements to public services or facilities to meet t:
community development needs will also be distributed throughout the City. The City will also consider t
allocation of resources to public service organizations located outside of the City limits in those instances whe
such public services are limited within the San Diego North County Coastal area, but provide adequate acce
to Carlsbad residents.
H. Relevant Public Policies, Court Orders, and HUD Sanctions as Barriers to Affordab
This part explains the extent to which the costs or incentives to develop, maintain or improve affordab
housing in the City of Carlsbad are affected by local or state public policies, as embodied in statute
Housing
Section II. Five Year Strategic Plan Page 1(
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
ordinances, regulations or administrative procedures and processes.
Although development constraints apply to all housing production, they significantly impact housing that is
affordable to low-income households. Governmental and non-governmental "constraints and mitigating
opportunities" have been identified by the City of Carlsbad as part of the State required Housing Element of
the Carlsbad General Plan. These "constraints and mitigating opportunities" are discussed in more detail in
"Section Three" of the Carlsbad Housing Element. This section is included in Appendix B to this Consolidated '
Plan.
There are currently no court orders, consent decrees, or HUD imposed sanctions in place that affect the
provision of assisted housing or fair housing remedies that the City of Carlsbad is aware of.
I. Institutional Structure and IntergovenunentaI Cooperation
This section will identify the institutional structure through which the City of Carlsbad will carry out its
affordable and supportive housing strategy and provide an assessment of the capacity of the institutional
structure to carrying out the City's five-year strategy. In 1993, in an effort to obtain information of the
organizations, agencies, and businesses providing housing or social services to lower-income persons, the staffs
of the entitlement cities and the urban County of San Diego joined in the preparation and distribution of a
single survey of these providers in the entire region.
1. Description
The institutional structure established to carry out this affordable housing strategy includes departments of the
local unit of government (City of Carlsbad), for-profit developers (private industry) and non-profit
organizations responsible for assisting various housing needs groups within the City of Carlsbad.
a. Public Institutions
(1) City of Carlsbad
The City of Carlsbad's Housing and Redevelopment, Planning/Community Development and Building
Departments will be the lead departments in implementing the variety of programs and/or activities outlined
within our five year strategy.
The Housing and Redevelopment Department consists of the Carlsbad Housing Authority and Redevelopment
Agency. The City Manager serves as the Executive Director wd the Housing and Redevelopment Director
supervises the operations of both the Housing Authority and the Redevelopment Agency.
The Carlsbad City Council serves as the Housing and Redevelopment Commission and takes action on matters
related to the Housing Authority and Redevelopment Agency with recommendations from the Housing
Commission.
\
The Housing Commission consists of a total of nine (9) representatives appointed by the City Council. The
membership includes: two participants from the Housing Authority's Rental Assistance Program (one senior
and other general); one member of the City's Planning Commission; six persons with experience and
expertise within development, construction, real estate, social services, housing advocacy, planning,
architecture and/or finance. This commission advises and makes recommendations on such matters as the
establishment or amendment of affordable housing programs, policies, and regulations, the establishment or
implementation of affordable housing agreements, and affordable housing projects.
Page 104 Section II: Five-Year Strategic Plan
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1) Administer Community Development Block Grant Program (CDBG) - Approximately $750,830
CDBG funds were allocated to various community development activities in 1995-96. A substant
amount Of these funds for the next five years will be allocated to projects which address the affordat
housing needs of low and moderate income families/households in Carlsbad.
2) Administer Housing Authori~/F&ral Section 8 Rental Assistance Program - The Housing Author
provides a total of 503 Section 8 Rental Assistance Certificates and Vouchers to eligible participan.
3) Administer Mortgage Credii Certificate and Mortgage Revenue Bond Program - The Department w
assist with a new Mortgage Credit Certificate program and continue to monitor existing recpiremer
for several housing developments in Carlsbad which participated in past 'mortgage revenue bo1
issues.
4) Implement Housing Element Programs - The Department will be primarily responsible f
implementation of a majority of the programs andor activities outlined within the City's Housir
Element adopted in October, 1991. The Department will work with local private for-profit and no1
profit developers to create additional affordable housing opportunities in Carlsbad for low-incorr
households.
Devv
1) Preparation of Ordinances and Policies for Implementation of Housing Element Programs - TL
Planning Department will be primarily responsible for developing applicable ordinances, policies
plans, studies, surveys, etc. required to implement the City's Housing Element.
2) Assist in Development of Affordable Housing - The Department(s) will assist the Housing an
Redevelopment Department in implementing the programs identifed in this five year strategy fc
developing new affordable housing units. In addition, the Departmentts) will review affordabl
housing projects and monitor progress in addressing/meeting the needs of low-income households i
Carlsbad.
3) Development of Homeless and Farm Worker Shelters- The Department(s) will be primarq
responsible for developing and implementing the programs necessary to create shelter for the homeles
and migrant farm workers in Carlsbad.
1) Monitor and report on existing housing units which are substandard within Carlsbad. The Departmen
will be responsible for identifying substandard units which are eligible for rehabilitation and reportin!
these units to the Housing and Redevelopment Department for funding assistance.
(2) San Diego Association of Governments (SANDAG)
SANDAG plays a significant role in assisting local governments to prepare housing development plans
especially the Housing Element required by California State Law, and the Consolidated Plan. SANDAG als~
functions as an important clearing house for housing development information and training center for lega
requirements of housing development and related affordable housing programs.
Section II. Five Year Strategic Plan Page 105
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
b. Private Industry
Private, for-profit housing developers will assist in the effort to create additional affordable housing units in
Carlsbad. Per the City of Carlsbad's adopted Inclusionary Housing Ordinance, a minimum of 15% of all
housing units approved for any master plan community, residential specific plan or qualified subdivision must
be affordable to low-income households. it is anticipated that private developers will create at least 1050.units
of new affordable housing for low-income households during the five year period of this Consolidated Plan
as a result of the inclusionary housing requirement. The City staff will work closely with private industry to
develop housing which is affordable to and meets the needs of lowincome households in Carlsbad.
C. Non-Profit Organization
Non-profit organizations will play a vital role m the development of affordable housing in the City of Carlsbad.
The City will work with non-profit organizations to advocate for and develop affordable housing. Every effort
will be made by city staff to employ the assistance of non-profit organizations in the effort to implement the
programs outlined within this Consolidated Plan and Carlsbad's Housing Element.
2. , Overcoming Gaps
This section shall provide an assessment of the existing strengths and gaps in the delivery of programs and
services, including efforts to make use of available housing, social service and mental and other health care
resources and identifies proposed actions to strengthen, coordinate and integrate those institutions and delivery
systems.
a. Assessment and Strategy to Overcome Gaps
The City of Carlsbad has made a strong commitment to increasing the supply of affordable housing for low-
income households within the community, A sipfkant amount of staff time has been, and will continue to
be, dedicated to developing a "strategy" for implementing each of the housing programs outlined within the
Carlsbad 1991-96 Housing Element. The City will make every effort to develop private/public partnerships
which will result in the creation of new affordable housing units for lower-income households.
The City has already taken several steps towards its goal of creating a minimum of 1400 new units of
affordable housing for lower income households. Fist, pursuant to California Government Code
requirements, the City adopted its 1991-96 Housing Element which outlines a number of programs critical to
the development of affordable housing.
Second, city staff met with local private housing developers and non-profit organization representatives to
identify the "obstacles/constraints" to developing affordable housing in Carlsbad. As a result of these
meetings, the City has amended its zoning ordinance to allow a modification of development standards for
residential projects proposing affordable housing, adopted both the inclusionary housing and density bonus
ordinance, amended the General Plan to allow proposed affordable housing projects to exceed the underlying
General Plan density for the site and is further prepared to make recommendations for financial assistance to
mitigate these identified "obstacles/ constraints" to creating affordable housing.
Third, in 1993, the City has approved several housing projects that will provide a number of units to lower-
income households at affordable rents and prices, including a 344 unit apartment project that will be occupied
by and affordable to lower-income households. The Housing and Redevelopment and Planning Staff continues
to meet with a number of for-profit and non-profit developers who are proposing various affordable housing
projects in Carlsbad.
Finally, the City has recognized that the review and approval process to which development projects are
subject can be very timeconsuming. The City5 Planning Department staff is presently reviewing the ,process
Page 106 Section II: Five-Year Strategic Plan
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for review and approval of development projects to help streamline the process and to make the process mc
understandable to developers.
Housing and Redevelopment Department staff has also developed two (2) affordable housing slide shows wli
are being used, and will continu; to be used, to educate the public on the need for affordable housing
Carlsbad and the type of beneficiaries (very low, low and moderate income households). Elected offici
(City Council) have agreed to take the political actions necessary to create affordable housing in Carlsb;
However, the problems associated with the NIMBY (Not-In-My-Back-Yard) syndrome need to be address
through education programs in order to reduce the amount of opposition to specific projects which will
presented at later dates.
Due to financial constraints, the City of Carlsbad is limited in its ability to meet all of the housing needs
low-income households. However, a sincere effort will be made to combine city resources with priv:
industry and non-profit agency resources to meet as much of the need as financially feasible within the ti^
period identified within this Consolidated Plan.
The City will also be legally constrained in solving the undocumented migrant worker housing and relat
human service needs. These unrnet needs are a result of Federal legal, financial and structural liiitatia
which prevent Federal, State and local agencies from legally providing certain services to undocument
individuals.
The delay in providing new rental assistance payments to low-income households also presents a proble~
The federal regulations and lack of adequate funding for the City's Section 8 Rental Assistance Program cre:
significant constraints to providing quick access to the assistance. The City currently does not have .
emergency housing payment program. However, the City has provided funding to a local non-pro
organization to provide counseling and services coordination assistance to those households which are "ne.
homeless. "
The City proposes to strengthen, coordinate and integrate the governmental institutions, non-profit and priva
delivery systems outlined above through on-going "strategy and development" meetings between city stal
private developers, non-profit organizations and various financial institutions. Through regular meetings, tl
City will continue to identlfv the wnstraints to affordable housing and developlimplement programs to mitiga
them. The key to successful development of affordable housing for low-income households in Carlsbad
communication, flexibility and adequate funding. The City will communicate openly with priva
developers and service providers as well as make every effort to maintain the flexibility in policies and/
ordinances necessary to create publidprivate housing development partnerships.
The City will also develop an on-going monitoring system to assess its progress towards meeting the affordat
housing goals outlined within this strategy and the Housing Element on an annual basis. The monitork
system will allow the City to identify the strengths and weaknesses of the various programs implemented
create affordable housing for low-income households.
In relation to social service, mental and other health care resources available, there are many organizatio~
that have ken identified in a 1993 Housing and Supportive Service Provider Survey conducted by SANDA(
There are approximately 85 organizations within the County of San Diego that provide housing or supporti
services to Carlsbad residents. These agencies tend to be smaller organizations with many using volunteer
Approximately 44 percent provide services to the entire San Diego region and 37 percent focus attention
the north coastal area of the County. A great majority of the housing and supportive service provide
surveyed had very little knowledge of federal housing programs, with the exception of the Communi
Section II. Five Year Strategic Plan Page 1(
CITY OF CARLSBAD
CONSOLIDATED STUTEZY & PLAN
~ -~~
Development Block Grant program and the Section 8 Rental Assistance program.
This survey shows that there are a number of organizations providing housing or supportive services to
Carlsbad residents. However, this survey also shows that these organizations are small but provide services
to a large geographic region. In addition, the ability of these organizations may be limited because of their
lack of knowledge regarding available housing resources. Therefore there is a need to encourage the
development of more housing and supportive services providers and a need to provide such organizations with
education regarding the availability of public resources.
The City will encourage greater efforts to make use of available housing, social service and mental and other
health care resources. To foster greater coordination and integration between the numerous housing and
supportive service providers, the City will provide a list of.various agencies and organizations and the activities
they perform to others. The City can also help to strengthen the housing and service delivery system by
helping to educate such organizations and agencies regarding the resources that are available.
J. Coordination Efforts
The City of Carlsbad does not intend to be the primary provider of affordable housing, supportive housing,
homeless shelters, or supportive services. The City of Carlsbad expects to carry out much of its strategy by
encouraging public and private partnerships with private entities, non-profit organizations, or other public
agencies assuming the role of primary provider of affordable housing or supportive services with some
financial assistance from the Ci. However, the City will continue to implement housing assistance programs
where the City has expertise or such programs have already been established, such as rental assistance.
K. Leverage Plan for the Use of Funds and Matching Funds Requirement
The City's policy is to leverage, to the maximum extent feasible, the use of funds available in the development
of affordable housing and the maintenance and preservation of existing housing. The City supports the use
of CDBG, HOME, and Redevelopment Set-Aside funds for predevelopment activities and "gap financing" by
private and non-profit entities in their efforts to develop affordable housing. The City will consider the
utilization of Redevelopment Housing Set Aside Funds to further affordable housing goals whenever a match,
grant, or loan is necessary and appropriate to ensure the financial feasibility of a project. Criteria for the
leveraging of funds will be the extent of the use of funds (ratio of federal funds to other funds).
Generally, the City does not require public social service organizations to provide matching funds in order to
receive funding. However, matching funds may be required of some subrecipients when a projectlactivity is
approved for a substantial amount of CDBG funds. The matching requirements of the HOME Program for
. and 25 percent for tenant-based and moderate rehabilitation.
the 1994 Federal Fiscal Year are: 30 percent for new construction, 25 percent for substantial rehabilitation,
L. Support of Applications From Other Entities for Federal and State Program Funds
The City of Carlsbad supports the efforts of other local public, non-profit and other private entities in
submitting applications for federal, state, and other available funds that may be utilized in the development of
housing and related supportive services, as well as other applications which relate to community and economic
development to revitalize and redevelop blighted areas. City Housing and Redevelopment staff provides
technical assistance to agencies interested in applying for CDBG funds. City staff also meets with non-profit
agencies and private entities to provide technical assistance and guidance when the agencies or entities are
proposing or developing affordable housing projects in Carlsbad.
Page 108 Section Ilr Five-Year Strategic Plan
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M. Denial of Support For Application
There are certain circumstances where &.City of Carlsbad would not certify that applications of other entit
are consistent with the City's Consolidated Plan. The City would deny a request for Consolidated PI
certification for the following reasons: I
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1. Failure to indicate which Consolidated Plan Table 24, Priorities for Assistance, incol
groups, and program activities are to be utilized in the proposed program;
2. Failure to identify which goals of Consolidated Plan Table 29 are being achieved by t
program; and
3. Failure to clearly descrlbe how the proposed program is consistent with the Consolidated PI
Section 11, Five-Year Strategy, and Section III, One-Year Implementation or Action P1a
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Table 30: Support of Applications by Other Entities Report
U.S. Department of Housing and Urban Deveiopment
CPD Consolidated Plan
Support Application Funding Source by Other Entities?
A. FormulalEntitlement Programs
ESG Y
Public Housing Comprehensive Grant N
B. Competitive Programs
HOPE 1 N
HOPE 2 Y
HOPE 3
ESG
Y
Y
Supportive Housing
HOPWA
Safe Havens
Rural Homeless Housing
Sec. 202 Elderly
Sec. 811 Handicapped
Moderate Rehab SRO
Rental Vouchers
Rental Certificates
Public Housing Development
Public Housing MROP
Public Housing CLAP
LIHTC
Y
Y
Y
N
Y
Y
N
Y
Y
N
N
N
Y
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N. Strategies for Lead Based Paint Hazard Reduction
The following.strategies will be undertaken in the next five years to evaluate and reduce lead based pa
hazards:
Strategy 1 : Integrate lead hazard evaluation and reduction activities into all housing prograr
particularly residential rehabilitation programs.
Strategy 2: Support the development of comprehensive public health programs for the screen
of children for lead poisoning and a follow-up on those identified as lead poison,
Strategy 3: Provide public information and education.
Strategy 4: Seek public and private funding to finance lead hazard abatement and reduct
activities.
Strategy 1: Integrate lead hazard evaluation and reduction activities into all housing prograu
particularly residential rehabilitation programs.
Currently, many federal programs have requirements for evaluating and reducing lead hazards. For thc
state and local housing and community development programs, the City will pursue the following activities
evaluate and reduce lead hazards:
1. Require inspection for and abatement of lead based paint hazards as a requiremc
of alI residential rehabilitation programs when children under the age of seven resi
in the dwelling unit and have been identified with elevated blood levels;
2. Include lead based paint hazard abatement as an eligible activity under the Ciq
residential rehabilitation programs and add minimum lead based paint abatemc
requirements to housing quality standards which must be met; and
3. Provide all eligible applicants of housing programs, particularly residenl
rehabilitation programs, with information regarding lead based paint.
Strategy 2: Support the development of comprehensive public health programs for the screening
children for lead poisoning and a follow-up 'on those identified as lead poisoned.
In accordance with CDC guidelines, all children found to have elevated blood levels (above 20 microgra
per deciliter) should both be provided with public health management services and be tested every thr
months. The County of San Diego's Department of Health Services currently provides this service. The C
should encourage and provide assistance to lower-income households for the abatement of lead based pa
hazards once a child under the age of seven is identified as having elevated blood levels. Commun
Development Block Grant (CDBG) funds can be used to help the City or other organizations in developinj
comprehensive approach to lead poisohg prevention.
Strategy 3: Provide public information and education.
Public information campaigns can alert households residing in pre-1978 housing, those most likely to have k
based paint hazards, of the dangers of lead poisoning, provide advice on the maintenance of the home, a
suggest ways to reduce exposure to lead based paint hazards. Information should also be provided to landlo!
and owners of property with pre-1978 residential structures.
Section II. Five Year Strategic Plan Page 1
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
The following information should be provided to home owners, renters, and landlords of pre-1978 housing:
A) That the property may contain lead-based paint;
B) The hazards of lead-based paint;
C) The symptoms and treatment of lead-based paint poisoning;
D) The precautions to be taken to avoid lead-based paint poisoning (including maintenance and
removal techniques for eliminating such hazards);
of age: and
be undertaken.
E) The advisability and availability of blood lead level screening for children under seven years
F) In the event lead-based paint is found in the property, appropriate abatement procedures may
Strategy 4 Seek public and private funding to fmance lead hazard abatement and reduction
activities.
Significant lead hazard reduction and abatement can be costly and beyond the means of lower-income home
owners and owners of lower-income rental properties. The City and other community organizations should
be encouraged to pursue public an? private funding to finance lead abatement and reduction activities. Lead
reduction and abatement should be an eligible activity in the City's residential rehabilitation program. CDBG
funds are available for lead abatement and reduction. Additional resources for lead hazards are listed in
Appendix F of this Consolidated Plan.
0. Anti-Poverty Strategy
According to the 1990 U.S. Census, a very small percentage of Carlsbad families or elderly persons have
incomes below the poverty line (see Table 31). Only 3.6 percent of the 16,905 families in Carlsbad have
poverty line in Carlsbad. The percentage of non-elderly persons having incomes below the poverty line is
higher than those elderly persons or families.
incomes below the poverty line, Approximately 3 percent of all elderly persons have incomes below the
Table 31: Poverty Status of Population by Age/Family
Age of Person I Total Persons Below Poverty j Above Poverty
0 - 17
41,356 18 -64
1,ml 12,242 13,264
3,012 38,344
65 + 250 7,722 7,972 , 'Total 4,284 58,308 62,592
1 Families 607 16,298 16,905
Source: 1990 U.S. Census
The City does not directly control any programs or policies for reducing the number of households with
incomes below the poverty line. However, the cify does encourage policies and programs that may indirectly
affect the number of households with incomes below the poverty.
As will be established within the proposed Econoomic Devebpment Strategic Plan, the City will pursue policies
and programs that encourage the development of the commercial and industrial land in the City and encourage
the location of businesses to Carlsbad. By encouraging the growth of the business cornunity in Carlsbad,
employment opportunities become available.
Page 112 Section II: Five-Year Strategic Plan
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CQNSOLDATW STRATEGY & PLA
The City has prQvi$&in the past CDBG funds to organizations providing employment semices and train
to lower-income per-$& and to lower-income persons with special needs. The City will continue to consic
funding organizations hat provide employment training and services.
..
Producing and maintaiig housing affordable to lower-income households will not directly elevate househc
income above the poverty line but will help to ease the burden of expenses on limited resources. To furtl
coordinate the provision of affordable housing and a policy to help encourage self sufficiency and upw;
mobility, the City has established a Family Self-Sufficiency program under the Section 8 rental assistar
program.
The Family Self-Sufficiency program was established as part of the CranstonlGonzales National Affordat
Housing Act of 1990. The goal of the program is to enable very low-income households to achieve econon
independence through publiclprivate cooperative efforts involving housing, education, employment and t
supportive services necessary for participating families to become upwardly mobile.
P. Public Resident Initiatives
The City of Carlsbad does not own or operate public housing and, no public housing developments are be;
proposed for this Consolidated Plan period.
Q. Monitoring Standards and Procedures
Housing programs supported with federal funds and subject to the Consolidated Plan will be monitored 01
regular basis to ensure compliance with all regulations governing administrative, fmncial and programma
operations. The City of Carlsbad Housing and Redevelopment Department monitors all of the Cit]
affordable housing and support services supported with federal funds awarded to the City or the public housi
authority and will continue to do so.
In addition, the City's Housing and Redevelopment Department also monitors affordable housing projects tk
utilize favorable financing provided through the City and the redevelopment agency, density bonuses, Coasr
Housing provisions, or conditional use permits for senior housing. Affordable housing projects receivh
direct funding from the state or federal government are often monitored solely by those entities.
Section 11. Five Year Strategic Plan Page 11
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
SECTION HI. ACTION PLAN
A. Standard Form 424: Form Application ~~~~~~
f
Page 114 Section m: Action Plan
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APPLICATION FOR
FEDERAL ASSISTANCE B-95-MC-06-0563 05/22/95
OM0 Appmv
2. DATE SUBMlllED: Applicant IdenWisr
3. WPE OF SUBMISSION: shtc Applicatbn Identifier 3. DATE RECEIVE0 BY STATE - Applicelion - Respplk4ltian // I I ,::
U ansmction m Non-Cunsbuction NonConstruction //
CMl- 4. DATE RECEMD BY !XDERAL AGENCY Federal knbtiar
1 1 1
Legal Name: OrganLaPbnal Unit
City of Carlsbad Housing and Redevelopment Depar
Address (give cily. couniy, state. and zip code): Name and tekphom number d person lo k contacted on maw invd
2965 Roosevelt Street Suite B
Carlsbad CA 92008-037
this application &We area mde)
Leilani Hines
(619) 434-2811
2965 Roosevelt Street Suite B
Carlsbad CA 920n" n*c) 1 this application &We area mde)
Leilani Hines
I
6. EMPLOYER ID mNyFToI 01 41 71 91 31 7. TYPE OF APPLICAM: (enftr epproprjafe !e& in box)
ASWs H. Interdependant School Dim 6. county I. State CmWled InWon d Hgher Le C. Municipal J. PrivateUnhrersity D. Tcm~h~p K IndianTribe
[ffl New Continuatian Revision E. Inkdab L Individual F. lntermunuipl M. Profit Organization G. SpeCblDjsbid N. other(Specify)
a TYPE OF APPLICATION:
I Revision, enter appropriate letter(s) in box(-): nu
A Increase Award B. Decrease Award c. Increase Dulalh D. Decrease Duration Other (speaYy): 9. NAME OF FEDERAL AGENCY:
U.S. Dept. of Housing & Urban
10. CATALOQ OF FEDERAL WMESTIC 14-218 4 1. DESCRIPTIVE LE OF AppLmws PROJECT:
ASSISTANCE NUMBER 1995-96 CDBG Program: To provid
TITLE: Community Development Block Grant Program public facilities and improvemen funding for various public servi
persons. to benefit low and moderate-inco
12 AREA AFFECTED BY PROJECT (cjties. ccunm, stales, &.>
City of Carlsbad
L -
- -
-
-
I
CIT $4 C-OF *Date Ending Date a. Applicant i b.Pmject
07/01/95 I 06/30/96 I 48th District / 48th District
I I
I 16. IS APPLICATION SUBJECT TO REVIEW BY STATE EXECUTM ORDER 32372 PROCES!
aftdersl I 647,000 .to a. YES mIs PREAPPLICATIQN I APWCATKX WAS MADE AVAILABLE TO THE
~ ~ ~~. .~~ " ..
STATE MECUnVE ORDER 12372 PROCESS FOR REVIEW ON:
b. Appliint Is Om I // DATE
1 I 1: I 1 1 .I 1 b. NO PROGRAM IS NOTCOVEREDBY E.O. 12372
0 OR PROGRAM HAS NOT BEEN SELECTED BY STATE FOR REVIEW
e. C+er S 0 .w
f. -ram Income 17. IS THE APPLICANT DELINQUENT ON ANY FEDERAL DEBT? t 0 .m
g. TOTAL 0 yes t 647,000 .w tl "Yes.' atbch an upbnabbn Elf
I I
la. TO THE BEST OF MY KNOWLEDGE AF~D BELIEF. ALL DATA IN THIS APWEATION~PREAPPL~CATION ARE TRUE AND E~RRECT. WE =UMmT us BEEN DU
AUTHORIZED BY THE GOYEFWINO SODY OF THE APPLICANT AND THE AF'PLICANT WILL COMPLY WTH THE ATfACHED ASSURANCES IF THE ASfSTME BAw
I
a Typed Name of Authorized Representiva Evan E. Becker b. Title Housing and
d. Signature OF Authorized Representativs 3 c. Telephone number
~~
(619) 434-28
a. Date Signed
05/22/95
I I
Rsviars Editions Not Usabla Authorized for Local Reproduction Standard Fc Prescribed by
U. J. u-yaLLment ot Housing and Urban Development
Consolidated Plan System
SF424 Supporting Document
In reference to submission:
Applicant Identifier: B-95-MC-06-0563
State Identifier: Federal Identifier:
Contact person: Leilani Hines
(619) 434-2811
17. If applicant is delinquent on any Federal debt, attach an explanation:
N/A
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CITY OF CARLSBA
CONSOLIDATED STRATEGY & PLA
B. Projected Financial Resources to be Available
The financial resources for addressing housing and community development needs are fairly limited for I
City of Carlsbad. To ultimately reach the vision and goals of the City, a variety of resources must be us
to achieve each objective. The limited City resources must be leveraged with additional filnds from priv,
and public sources and programs.
The City's policy is to leverage, to the maximum extent feasible, the use of funds available in the developmc
of CDBG, HOME, and Redevelopment Set-Aside funds for predevelopment activities and "gap financing"
private and non-profit entities in their efforts to develop affordable housing. The City will consider t
utiliition of Redevelopment Housing Set Aside Fun& to further affordable housing goals whenever a matc
grant, or loan is necessary and appropriate to ensure the financial feasibility of a project. Criteria for t
leveraging of funds will be the extent of the use of funds (ratio of federal funds to other funds).
The City anticipates that the following resources are anticipated to be available for 1995-96:
of affordable housing and the maintenance and preservation of existing housing. The City ~upp~rts the u
Table 32: Projected Financial Resources for 1995-96
I Commdty Development Block Grant Carlsbad receives an annual grant from the federal government to
(CDBG) be used for public facilities, services, or housing for low income
(go% or below of median family income for the county).
647.00
I Section 8 Rental Assistance The Carlsbad Housing Authority is receiving federal (HUD) funding to provide rental assistance for very low income families
(50% or below of medii family income for the County).
3,231,751
I Mortgage Credit Certificates I Fiial assistance for the purchase of single family housing. 1 (x &'7<QQ
An MCC 0~erate.s as an IRS tax credit.
Redevelopment. Agency Low Income
Housing Set-Aside Funds
The Carlsbad Redevelopment Agency must appropriate 20% of ,xL%M its tax increment to improve or increase the supply of housing at
a cost affordable to persons of low and/or moderate-income
persons.
Affordable Housing Trust Fund The Inclusionary Housing In-Lieu fee and the Inclusionary
Housing Impact fee are deposited into the Affordable Housing (asof&%3&
Trust Fund to increase the affordable housing opportunities for
lower-income households.
TOTAL 5.99393 I I ~ ~~-
1. Publicly Owned Land Or Property Located in Jurisdiction for Housin:
Activities
The City of Carlsbad, the Carlsbad Housing Authority, and the Carlsbad Redevelopment Agency currenq
do not own property which is available for affordable and supportive housing activities.
Section III: Action Pian Page 11'
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
C. Activities to be Undertaken
The programs/projects to be funded in 1995-96 address the *following local strategies to meet the housing and
community development needs of the community:
1. E H-
0 Provide direct benefit to lower income persons through the provision or retention of
0 Provide shelter or services to homeless or near homeless persons/families which result in an
improved situation through employment, permanent housing, treatment of mental, or
affordable housing units within Carlsbad;
substance abuse problems, etc.; and,
0 Provide direct assistance to lower income households to prevent or eliminate residential
Building or Municipal Code violations and/or improve the quality of housing units through
residential (rental and/or owner occupied) rehabilitation programs.
2.
0 Provide assistance to non-profit public service providers who meet the basic needs of lower
income persons. Basic needs are defined as those which provide food, shelter, clothing and,
in some cases, health care;
0 Provide assistance to non-profit public service providers who offer counseling and self-
improvement programs/activities for lower income persons; and
Provide assistance to non-profit public service providers who offer recreational andor
cultural programs/activities for lower income persons.
3. 1. NEEDS - CHLDMB & ADUKlX
0 Provide assistance to organizations which administer programs that directly benefit lower
income children with special needs living in Carlsbad. The programs must provide one or
more of the following activities: day care, after-school care, cultural enrichment, recreation,
health care/immunization or self-improvement. The City may also give priority to single-
parent assistance programs such as counseling services; and
e Provide assistance to organizations which administer programs that directly benefit low
income adults with special needs living in Carlsbad. The programs must provide one or more
of the following activities for adults: employment services, job training, and educational
programs. Programs designed for elderly adults ody must provide one or more of the
following activities: meals, homemaking or personal assistance services, financial assistance
services, counseling, transportation, or shared housing or other housing related services.
1. Affordable Housing Activities
Approximately 655 non-homeless households, families, and individuals are expected to receive housing
services in 1995-96 through the Section 8 Rental Assistance Program, new construction, and single family
residential rehabilitation. Nearly 98 percent of this number are expected to be very low income households
whose income is below 50 percent of the median family income for San Diego County. The following
Page 118 Section m: Action Plan
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CONSOLIDATED STRATEGY & PLP
descrl'bes the specific plan for investment the City reasonably expects to be available this upcoming progr
year,
a. Section 8 Rental Assistance Program
The 1995% Section 8 Rental Assistance Program budget includes a total of $2,880,112 for housing assista
payments and $351,642 for operating costs ($3,231,754 total). This budget will allow the city to continuc
provide rental assistance to a total of 503 very low-income households during fiscal year 1995-96. The C
has approved contracts with appropriate property owners to commit these payments.
With the proposed cuts in the budget for the U.S. Department of Housing and Urban Development's Sect.
8 Rental Assistance Program, it is expected that no additional Section 8 certifkateshouchers will be availa
for 1995-96.
b. New Construction of Rental Units
The City is intends to assist in the financing of a construction project known as the Laurel Tree Apartmer
To date the City has committed to provide the $5OO,ooO needed as a matching funds requirement of the HOI
program.
The Laurel Tree Apartment project would provide approximately 138 new housing units all affordable to ve
low-income households. The units will vary in size from one bedroom units to four bedroom uni
ammodating single persons, and small and large related households. It is envisioned that 14 one bedra
units will be provided, 64 two bedroom units, 46 three bedroom units, and 14 four bedrooms units.
The developers are currently working with the City to address outstanding issues. Discretionary pen
approvals have not yet been obtained.
c. Single Family Residential Rehabilitation
A single family residential rehabilitation program is currently being administered by the County of San Die
on behalf of the City of Carlsbad. This residential rehabilitation program targets very low and low-.incol
single family homeowners, including mobile homes. The program provides two types of loans, an inter1
subsiidy loan and a deferred loan. For the irderest subsidy loans, the City's funds will be leveraged with fun
from a private financii institution. The financial institution will provide conventional financing with the Ci
paying part of the interest rate to offer qualified lower-income household a below market interest loa
financing, The loan will be offered with no interest and will be repaid upon change in title of the propert
Grants will be provided to elderly or handicapped households for rehabilitation regarding health and safe
issues and to lower-income households for weatherization.
The City has approximately $86,136 available from the Community Development Block Grant program f
the single family residential rehabilitation program. With limited resources allocated for this program, it
anticipated that four lower-income households will be assisted with residential rehabilitation in fiscal year 199
96.
Deferred loans will be made by the City to lower-income households who cannot qualify for conventior
d. First Time Home Buyer-Mortgage Credit Certificate Program
A regional Mortgage Credit Certificate (MCC) program is available for first-the home buyers in the Citjl l
Carlsbad. This program will provide MCC's to primarily moderate-income households and in some cas
lower-income households to help them qualify for a home purchase loan. As of March 31,1995, the City h
approximately $1,700,000 available, amoyting to approximately 14 Mortgage Credit Certificates. The Ci
anticipates that m 1995-%, it will issue 7 MCCs to moderate-income households hnd 3 MCCs to low-incon
Section HI: Action Plan Page 11
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
households with these available funds.
In June 1994, the San Diego County Regional MCC Program will be applying for additional funding. The
City of Carlsbad anticipates applying for an additional $984,OOO in funding for approximately 10 MCCs.
2. Community Development Activities
In April 1995, the City of Carlsbad evaluated and selected 28 community development proposals, amounting
to $750,830.13, for funding under the federal Community Development Block Grant (CDBG) program. The
City will be eligible to receive $647,000 in new CDBG funds for 1995-96 to finance the projects which will
assist low and moderate income persons. In addition, the City has $103,830.13 in CDBG funds which were
allocated in previous year to projects which have been canceled or completed with a surplus of funds and will
need to be reallocated to other eligible activities. The total funds available for allocation in 1995-96 is
$750,830.13. A list of the community development proposals selected for funding in 1995-96 are Iisted in
Table 33-Listing of Proposed Projects.
Page 120 Section III: Actionr Plan ~ ~ ~-
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CITY OF CARLSBAD
. CONSOLIDATED STRATEGY & PLAN
D. Housing Activities for the Homeless
During 1995-96, the City will attempt to address the needs of homeless individuals, families, or persons with special
needs: severe mental illnesses, drug or alcohol addiction, diagnosed with AIDS or HIV, fleeing domestic violence non-
homeless persons with special needs through the funding of various non-profit agencies under Carlsbad's Community
Development Block Grant (CDBG) program. The following organizations have been selected for funding during fiscal
year 1995-96 and provide facilities and services for non-hornless persons with special needs, homeless persons, homeless persons with special needs, and other low and moderate-income households:
Table 34 Listing of Proposed Housing and/or Housing Related Projects for 1995-96
Community Resource Center
Lifeline Community Services
Brother Benno's Foundation
Catholic Charities
St. Clare's Home
Wornen's Resource Center
E.Y.E. Counseling & Crisis
scrviccs
Wolic Charities
Homeless Prevention Program Gen Population
Housing Sewices Gen Population - - Brother Benno's Center Gen Population
Good Samaritan Shelter Adult Men Only
St. Clare's Home Fam w/ Children
Alternatives to Abuse Adult Women w/Children
Family Recovery Center Fam wl Children
La Posada de Guadalupe Adult Men Only
Homeless & Near Homeless
Gen Homeless
Gen Homeless
Gen Homeless
Victims of Dom Viol
AlcalDmg Abuse
Gen Homeless
5.ooO.00
6,000.00
5,000.00
2,500.00
1.Mo.00
5,000.00
S.ooO.00
40.ooo.00
Casa de Amparo Shelter for Abused Children Victims of Dom Viol 5,000.00
City of Carlsbad Section 108 Loan for La Tern Low-Income Persons 158,677.21
TOTAL 233.677
Apui (sa% MFI)
Approximately 2,110 indivi&/Ms are anticipated to benefit from the activities, projects, and shelter services which
were funded for the 1995-96 fiscal year. A minimum of 70 percent of the individuals and families which receive
assistance or services through this funding program are from low and moderate-income households.
E. Geographic Distribution - AU Priorities
.The City intends to develop lower-income affordable units throughout the entire city thereby reducing the impact of
housing on any one area within Carlsbad. City staff will be responsible for initiating the development of this housing
financed housing construction and for managing/monitoring the affordability of these housing units in future years.
, City resources for the provision, construction, or improvements to public services or facilities to meet the commUnty
development needs will also be distributed throughout the City. The City will also consider the allocation of resources
to public service organizations located outside of the City limits in those instances where such public services are limited
within the San Diego North County Coastal area, but provide adequa'te access to Carlsbad residents.
through agreements with local for-profit and non-profit housing developers andlor through contractor agreements for city-
F. InstiMional Structure
1. Funding and Incentives for Affordable Housing
The City of Carlsbad has been working with local non-profit organizations and other private entities to identify sources
of funding which may be available for affordable and supportive housing. For identified federal, state and/or other private
soures of funding which may not be available to the City, other eligible agencies will be encouraged to apply. The City
Page 140 Section III. Action Plan ~ ~~~-~
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is currently working on "incenlives" to enmurage private, non-pmfit ador for-profit housing developers to build housi
units in Carlsbad which are affordable to low and moderate income persons. The City will continue to work on the
"incentives" as well as with local private developers to identify and use all available tinancing resources for the purpos
of creating new affordable housing units.
To meet "matching funds" requirements of state andor federal affordable and supportive housing financing progran the City wili consider the use of redevelopment funds, "in-lieu" fees, private contributions andlor general city funds. 'I1
various "matching fund" requirements will be identified and considered on a case-by-case basis prior to submitting,
assisting with the submission of an application, for any federal and/or state housing financing program.
2. Network Building Activities
The City will continue to be engaged in network-building activities with governmental, for-profit and non-pro
organizations. This will include participation in the newly formed Building Industry Association - Affordable Housi
Committee which developed a regional Affordable Housing Conference and the San Diego County Non-Profit Houi
and Community Development Federation. The City's Housing and Redevelopment Director will continue to represe
the City and the region on the Advisory Council to the San Francisco District Federal Home Loan Bank Affordat
Housing Program.
The Community Housing Resou~ces Board (CHRB) has been expanded to include more local governmental involveme
with regional affordable housing, fair housing issues and advocacy. Carlsbad is a member of the CHRB, which
recognized by HUD as a forum to facilitate fair housing in de San Diego area.
The City will continue to fund an agreement wid Heartland Human Relations Association (HHRA) to provide fair housir
services which includes counseling, tenantflandlord mediation, education seminars, and to mitigate andlor prevent housir
discrimination practices.
The City will also continue to be active participants in the North County Homeless Coalition. This group meets month
and provides a forum for discussion of current housing issues and other social service activities.
In a cooperative effort, the City of Carlsbad will continue to meet with other San Diego County jurisdictions to form
resource information group for such programs as the CDBG program. The City will also continue to encourage a~
participate in efforts to work collectively and cooperatively with other San Diego County jurisdictions.
G. Public Housing Improvements
The City of Carlsbad does not own or operate public housing and, no public housing developments are proposed for F
1995.
H. Public Housing Resident Initiatives
The City of Carlsbad does not own or operate public housing and, no public housing developments are proposed for E
1995 *
I. Lead Based Faint Hazard Reduction
The activities and programs to evaluate and reduce lead based paint hazards, and the integration of lead-based paint ham
reduction in housing policies and programs for the coming year are intended to remain as described in the Five-Ye;
Strategy.
These strategies include the following:
Strategy 1: Integrate lead hazard evaluation and reduction activities into all housing programs, particular1 residential rehabilitation programs. Currently, many federal programs have requirements for evaluating and reducing lead hazards. For those state and lw
housing and cmmmnily development programs, the City will pursue the following activities to evaluate and reduce lea
hazards:
Section In. Action Plan Page 14
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
a. &*e inspection for and abatement of lead based paint hazards as a requirement
of all residential rehabilitation programs when children under the age of seven reside
in the dwelling unit and have been identified with elevated blood levels;
b. Include lead based paint hazard abatement as an eligible activity under the City's
residential rehabilitation programs and add minimum lead based paint abatement
requirements to housing quality standards which must be met; and
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1. CITY OF CARLSBA
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C. Provide all eligible applicants of housing programs, particularly resided
rehabilitation programs; with information regarding lead based paint.
Strategy 2: Support the development of comprehensive public health programs for the screening of children fi
lead poisoning and a follow-up on those identified as lead poisoned.
In accordance with CDC guidelines, all children found to have elevated blood levels (above 20 !micrograms per decilitt
should both be provided with public health management services and be tested every three months. The County of S
Diego's Deparhnent of Health SeMca currently provides this service. The City should encourage the abatement of le
based paint hazards ow a child under the age of seven is identified as having elevated blood levels. CDBG can be us
to help the City or other organizations in developing a comprehensive approach to lead poisoning prevention.
Strategy 3: Provide public information and education.
Public information campaigns can alert households residing in pre-1978 housing of the dangers of lead poisoning, provi
advice on the maintenance of the home, and suggest ways to reduce exposure to lead based paint hazards. Informati
should also be provided to landlords and owners of property with pre-1978 residential structures.
The following information should be provided to homeowners, renters, and landlords of pre-1978 housing:
A) That the property may contain lead-based paint;
C) The symptoms and treatment of lead-based paint poisoning;
D) The precautions to be taken to avoid lead-based paint poisoning (including maintenance and rem07
B) The hazards of lead-based paint;
techniques for eliminating such hazards); I E) The advisability and availability of blood lead level screening for children under seven years of ai
and
F) In the event lead-based paint is found in the property, appropriate abatement procedures may I
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undertaken,
Strategy 4: Seek public and private funding to finance lead hazard abatement and reduction activities.
Significant lead hazard reduction and abatement can be costly and beyond the means of lower-income homeowners a
owrs of lower-income rental properties. The City and other community organizations should be encouraged to purs
public and private funding to finance lead abatement and reduction activities. Lead reduction and abatement should
an eligible activity in the City's residential rehabfitation program. CDBG funds are availabsle for lead abatement a
reduction. Additional resources for lead hazards are listed in Appendix F of this Consolidated Plan.
J. Coordination Efforts
The Carlsbad Housing .Authority, recognizing an increasing need for social services just as funding sources are bei
depleted, has made a commitment to work with other public and non-profit.agencies to providt: needed services for lo
income households.
As discussed in the City's anti-poverty strategy, the City will be encouraging Section 8 cemficatelvoucher recipients
participate in a Self-Sufficiency program. This Self-Sufficiency program involves public/private cooperative effc
involving housing, education, employment and the supportive services to help participating fandies to become upwarc
I mobile.
In an effort to increase housing opportunities throughout the City of Carlsbad, staff has enlisted the cooperation of
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real estate community, property managers and owners by conducting quarterly workshops, mailing informat
information regarding the Section 8 Rental Assistance program, making rental advertisements available to Sectio~
tenants, and through public media announcements.
A data base corn infonnafim on the City's rental housing is in the early stages of development. It will include d
on rents, vacancies, and site amenities for rental properties in Carlsbad. When this database is completed, City staff ;
the public, particularly households with Section 8 certificateslvouchers and looking for a relntal unit, will have gre
access to rental information. This rental information will be used in an outreach program to other non-impacted I(
income areas of the City for the Section 8 program.
Section III. Action Plan Page 1
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CONSOLIDATED STRATEGY & PLAN -~
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To foster awareness and education of organizations providing housing assistance or other supportive services to lower-
income households and those in need, the City is drafting a community resow phone directory to be distributed to City
facilities and other organizations within Carlsbad that provide the public with referrals to City faciIities and services. In
addition, the City has participated in a swey of organizations providing housing services and/or supportive services to
residents of Carlsbad. Once the results of the survey have been compiled, the City will produce and provide to the public
a list of such organizations and a summary of the programs and services they provide to the public.
The City annually assists in the funding of Heartland Human Relations Association, in order to promote Fair Housing.
Heartland's counselors provide information regarding the rights and responsibilities of both tenants and landlords.
Heartland also provides community education via speakers and Iiterature and assistance to victims of housing
discrimination. Periodically, Heartland Human Relations Association conducts audits of rd estate and rental practices
throughout the County of SUI Diego to determine the extent of discrimination in a given =a.
*
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SECTION IV. CERTIFICATIONS
In accodmce with the applicable statutes and the regulations governing the Housing and Community Development Plan
regulations, the jurisdiction certifies that:
Citizen Participation Plan - It is following a detailed citizen participation plan which:
1. Provides for and encourages citizen participation, with particular emphasis on participation by persons
of low and moderate inmm who are residents of slum and blighted areas and of areas in which funds
are proposed to be used, and provides for participation of residents in low and moderate income
neighborhoods as defined by the local jurisdiction;
2. Provides citizens wirh reasonable and timely access to local meetings, information, and records relating
to the gramx's proposed use of funds, as required by the regulations of the Secretary, and relating to
the actual use of funds under the Act;
3. Provides for technical assistance to groups representative of persons of low and moderate income that request such assistance in developing proposals with the level and type of assistance to be determined
by the grantee;
4. Provides for public hearings to obtain citizen views and to respond to proposals and questions at all
stages of the coety development program, including at least the development of needs, the review
of proped activiies, and review of program performam, which hearings shall be held after adequate
notice, at times and locations convenient to potential or actual beneficiaries, and with accommodation
for the handicapped;
5. Provides for a timely written answer to written complaints and grievances, within 15 working days
where practicable; and
6. Identifies how the needs of nowEnglish speaking residents will be met in the case of public hearings where a significant number of non-English speaking residents can be reasonably expected to participate;
Cien Participation - Prior to submission of its housing and community development plan to HUD, the jurisdiction
has:
1. Met the citizen participation requirements of $91 .xxx
2. Prepared ic housing and community development plan and annual use of funds in accordance with $91 .xxx and made its housing and community development plan submission available to the public.
Affirmatively Further Fair Housing - The jurisdiction will affirmatively further fair housing, prepare an analysis of
impediments and maintain records pertaining to carrying out this certification.
Anti-DiscrimSon - The grants will be conducted and administered in compliance with title VI of the Civil Rights Act
of 1964 (42 U.S.C. 2oood), &e Fair Housing Act (42 U.S.C. 3601-3620). the Age Discrimination Act of 19775, Executive
Orders 11063, 11625. 12138, 12432 and 12892, Section 504 of the Rehabilitation Act of 1973 (29 U.S.C. 794), the
Americans with Disabilities Act (title E) and implementing regulations.
Antidisplacement and Relocation Plan - It will comply with de acquisition and relocation requirements of the Uniform
Relocation Assistance and Real Propew Acquisition Policies Act of 1970, as amended, as required under $91 .xxx and
Federal implementing regulations; and that it has in effect and is following a residential antidisplacement and relocation
assistance plan required under section 104(d) of the Housing and Community Development Act of 1974, as amended, and
the relocation requirements of $9l.xxx governing optional relocation assistance under section 105(a)(l1) of the Housing
and Community Development Act of 1974, as amended;
Page 146 Section IV: Certifications
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Drug Free Workplace - It will or will continue to provide a drug-free workplace by:
1. Publishing a statement notifying employees that the unlawful manufacture, distribution, d~pen
possession, or use of a controlled substance is prohibited in the grantee's workplace and specifyin:
actions that will be taken against employees for violation of such prohibition;
2. Establishing an ongoing drug-free awareness program to inform employees about -
(a) The dangers of drug abuse in the workplace;
(b) The grantee's policy of maintaining a drug-free workplace;
(c) Any available drug counseling, rehabilitation, and employee assistance programs; and
(d) The penalties tfiat may be imposed upon employees for drug abuse violations occurring h
workplace;
3. Making it a requirement that each employee to be engaged in the performance of the grant be g a copy of the statement required by paragraph 1;
4. Notifying the employee in the statement required by paragraph 1 that, as a condition of employ
under the grant, the employee will -
(a) Abide by the terms of the statement; and
(b) Notify the employer in writing of his or her conviction for a violation of a criminal f
sratute occurring in the workplace no later than five calendar days after such convictior
5. Notifying the agency in writing, within ten calendar days after receiving notice under subparagraph
from an employee or otherwise receiving actual notice of such conviction. Employers of convi
employees must provide notice, including position title, to every grant officer or other desigm
whose grant activity the convicted employee was working, unless the Federal agency has design
a emal point for the receipt of such notices. Notice shall include the identification number@) of I
affected grant;
6.. Taking one of the following actions, within 30 calendar days of receiving notice under subparag1
4(b), with respect to any employee who is so convicted -
(a) Taking appropriate personnel action against such an employee, up to and khu
termination, consistent with the requirements of the Rehabilitation Act of 1973, as amen(
or
(b) Requiring such employee to participate satisfactorily in a drug abuse assistance
rehabilitation program approved for such purposes by a Federal, Stak, or local health,
enforcement, or other appropriate agency;
7. Making a good faith effort to continue to maintain a drug-free workplace through implementatio
paragraphs 1,2,3,4,5 and 6.
8. The grantee may insert in the space provided below the site(s) for the performance of work don
connection with the specific grant:
Place of Performance (Street address, city, county, state, zip code)
Section IV: Certifications Page I
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
Check - if there are workplaces on Ne that are not identified here;The certification with regard to
the drug-free workplace required by 24 CFR part 24, subpart F.
Anti-Lobbying - To the best of the jurisdiction's knowledge and belief;
1. No Federal appropriated funds have been paid or will be paid, by or on behalf of it, to any person for
influencing or attempting to influence an officer or employee of any agency, a Member of Congress,
an ofkr or employee of Congress, or an employee of a Member of Congress in connection with the
awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan,
the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment,
or modification of any Federal contract, grant, loan, or cooperative agreement;
2. If any funds other than Federal appropriated funds have been paid or will be paid to any person for
innuencing or attempting to influence an officer or employee of any agency, a Member of Congress,
an officer or employee of Congress, or an employee of a Member of Congress in connection with this
Federal contract, grant, loan, or cooperative agreement, it will complete and submit Standard Form-
LLL, "Disclosure Form to Report Lobbying," in accordance with its iostructions; and
3. It will require that the language of paragraph (n) of this certification be included in the award
d-m for all subawards at all tiers (icluhg'subconmcts, subgrants, and contracts under grants,
loans, and cooperative amnts) and that all subrecipients shall cemfy and disclose according1y;Tbe
jurisdiction is in compliance with restrictions on lobbying required by 24 CFR part 87, together with
disclosure forms, if required by that part.
Legal Authority - It possesses legal authority under State and local law to make grant submissions and to execute a
community development and housing programs and the jurisdiction's governing body has duly adopted or passed as an
official act a resolution, motion or similar action authorizing the person identified as the official representative of the
grantee to submit the housing and community development plan and amendments thereto and all understandings and
assurances contained therein, and directing and authorizing the person identified as the official representative of the
grantee to act in connection with the submission of the housing and community development plan and to provide such
additional information as may be required;
Applicable Laws - The jurisdiction will comply with the other provisions of the Acts covering programs covered by the
HCD plan and with other applicable laws.
Signature Date
Title
Page 148 Section W: Certifications
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Specific CDBG Certifications
The Enutlernent Community certifies that:
Use of Funds - It has developed its HCD plan one-year projected use of funds so as to give maximum feasible priol
to activities which benefit low and moderate income families or aid in the prevention or elimination of slk or blit
(the projected use of funds may also include activities which the grantee certifies are designed to meet other commw.
development needs having a particular urgency because existing conditions pose a serious and immediate threat to 3
health or welfare of the community, and other financial resources are not available); except that the aggregate use
CDBG funds received under section 106 of the Housing and Cornunity Development Act of 1974, as amended, an(
applicable, under section 108 of the same Act, during program year(s) 199- , (a period specified by
grantee consisting of one, two, or three specific consecutive program years), shall principally benefit persons of low 5
moderate income in a manner that ensures that not less than 70 percent of such funds are used for activities that bem
such persons during such period;
Community Development Plan - It has developed a community development plan, for the period specified in
paragraph above, that identifies community development and housing needs and specifies both short and long-te
community development objectives that have been developed in accordance with the primary objective and requireme
of the Housing and Cornunity Development Act of 1974, as amended;
Special Assessments - It will not attempt to recover any capital costs of public improvements assisted in whole or in p;
with funds provided under section 106 of the Housing and Community Development Act of 1974, as amended, or w
amounts resulting from a guamuee under section 108 of the same Act by assessing any amount against properties om
and occupied by persons of low and moderate income, including any fee charged or assessment made as a condition
obtaining access to such public improvements, unless:
1. Funds received under section 106 of the Housing and Community Development Act of 1974,
such public improvements that are financed from revenue sources other rhan under Title I of that AI amended, are used to pay the proportion of such fee or assessment that relates to the capital costs
or
2. For purposes of assessing any amount against properties owned and occupied by persons of moder;
income, the grantee certifies to the Secretary that it lacks sufficient funds received under section 1
of the Housing and Community Development Act of 1974, as amended, to comply with tl
requirements of subparagraph (1) above;
Lead-Based Paint - Its notification, inspection, testing and abatement procedures concerning Iead-based paint w
comply with $570.608;
Excessive Force - It has adopted and is enforcing:
1. A policy prohibiting the use of excessive force by law enforcement agencies within its jurisdicti
against any individuals engaged in non-violent civil rights demonstrations; and
2. A policy of enforcing applicable State and local laws against physically barring entrance to or exit frc
a facility or location which is the subject of such non-violent civil rights demonstrations within
jurisdiction;
Signature Date
Title
Section IV: Certifications Page 14
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
~ ~~ ~~~ _~~_ ~”
APPENDIX TO CERTIFICATIONS
Instruction Concerning Lobbying and Drug-Free Workplace Requirements:
A.
This certifiation is a material representation of fact upon which reliance was placed when this transaction was
made or entered into. Submission of this certification is a prerequisite for making or entering into this
transaction imposed by section 1352, title 31, U.S. Code. Any person who fails to Ne the required certification
shall be subject to a civil penalty of not less than $lO,OOO and not more than $lOO,OOO for each such failure.
B.
1. By signing and/or submitting this application or grant agreement, the grantee is providing the
certification set out in paragraph (0).
2. The certification set out in paragraph (0) is a material representation of fact upon which reliance is
placed when the agency awards the gram If it is later determined that the grantee knowingly rendered
a false certification, or otherwise violates the requirements of the Drug-Free Workplace Act, HUD,
in addition to any other remedies available to the Federal Government, may take action authorized
under the Drug-Free Workplace Act.
3. For grantees other than individuals, Alternate I applies. (This is the information to which entitlement
grantees certify).
4. For grantees who are individuals, Alterme If applies. (Not applicable to CDBG Entitlement grantees.)
5. Workplam under grants, for grantees other than individuals, need not be identified on the certification.
If known, they may be identified in the grant application. If the grantee does not identify the
woIlrplaces at the time of application, or upon award, if there is no application, the grantee must keep
the identity of the workplace(s) on file in its office and make the information available for Federal inspection. Failure to identify all known workplaces constitutes a violation of the grantee’s drug-fiee
workplace requirements.
6. Worlrplace identifications must include the actual address of buildings (or parts of buildings) or other
sites wbere work under the grant takes place. Categorical descriptions may be used (e.g., all vehicles
of a mass transit authority or State highway department while in operation, State employees in each
local unemployment office, performers in concert halls or radio stations).
7. Ifthe workplace identified to the agency changes during the performance of the grant, the grantee shall
inform the agency of the change(s), if it previously identified the workplaces in question (see paragraph
five).
8. Definitions of terms in the Nonprocurement Suspension and Debarment common rule and Drug-Free
Workplace mmmon rule apply to this certification. Grantees’ attention is called, in particular, to the
following definitions from these rules:
“Controlled substance” means a controlled substance in Schedules I through V of the Controlled
Substances Act (21 U.S.C.812) and as further defined by regulation (21 CFR 1308.11 through
1308.15);
“Conviction” means a tiding of guilt (including a plea of nolo contendere) or imposition of sentence,
or both, by any judicial body charged with the responsibility to determine violations of the Federal or
State criminal drug statutes;
Page 150 Section IV: Certifications
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"Criminal drug statute" means a Federal or wn-Federal criminal statute involving the manufaci
distribution, dispensing, use, or possession of any controlled substance;
"Employee" means the employee of a grantee directly engaged in the performance of work und
grant, including: (i) All "direct charge" employees; (ii) all "indirect charge" employees unless t
bpact or kvohement is b.&nificant to the performance of the grant; and (i) temporary perso
and consultants who are directly engaged in the performance of work under the grant and who are
on the grantee's payroll. This definition does not include workers not on the payroll of the gra
(e.g., volunteers, even if used to meet a matching requirement; consultants or independent contrac
not on the grantee's payrok or employees of subrecipients or subcontractors in covered workplac
Section IV: Certifications Page l!
CITY OF CAFUSBAD
CONSOLIDATED STRATEGY & PLAN
APPEh’DIX A
General Definitions Used With The CHAS
Page 152 Appendix A: Definitions
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Appendix A: Definitions Page 15
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
w; Affordable housing is generally defined as housing where the occupant is paying no more than 30
percent of gross income for gross housing costs, including utility costs.
-: The disease of acquired immunodeficiency syndrome or any conditions arising from the
etiologic agent for acquired immunodeficiency syndrome.
-: A serious and persistent alcohol or other drug addiction that significantly limits a person's
ability to live independently.
-: For purposes of the CHAS, census tracts will be referred to when discussing areas of low-
income concentration or raciallethnic concentration.
P: For the purpose of identifications of go&, an assisted household or person is one which
during the period covered by tix amual plan will receive -fits through the Federal funds, either alone or in conjunction
wiih the investment of other public or private funds. The program funds providing the benefit(s) may be from any funding
year or combined funding years. A rear is benefitted if the person takes occupancy of affordable housing that is newly
acquired, newly rehabilitated, or newly constructed, and/or receives rental assistance through new budget authority. An
existing homeowner is benefitted during the year if the home's rehabilitation is completed. A first-time homebuyer is
benefitted if a home is purchased during the year. A homeless person is benefitted, however, only if the provision of
supportive services is linked to the acquisition, rehabilitation, or new construction of a housing unit and/or the provision
be counted only once. To be included in the goals, the housing unit must, at a minimum, satisfy the HUD Section 8
Housing Quality Standards (see 24 CFR section 882.109). See also, instructions for completing Table 3B of the CHAS
and Table 1 of the Annual Performance Report.
Committed: Generally means there has been a legally binding commitment of funds to specific project to undertake
specific activities.
~: A census tract where the number of low income households, as a percent of
all households, exceeds 42% (10% higher than the regional average).
p A census tract where the minority population, as a percent of the total population
exceeds 38% (10 higher than the regional average).
of renral assi during the year, Households or persons who will benefit from more than one program activity must
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wrth - A determination made by the jurisdiction that a program application meets the
following criterion: The Annual Plan for that fiscal year's funding indicates the jurisdiction planned to apply for the
program or was willing to support an application by another entity for the program; the location of activities is consistent
with the geographic areas 'as specified in the plan; and the activities benefit a category of residents for which the
jurisdiction's five-year strategy shows a priority. - > 30%: 71me extent UI which gross housing costs, including utility costs, exceed 30 percent of gross income,
based on data published by the U.S. Census Bureau.
> 50% -: The extent to which gross housing costs, including utility costs, exceed 50
percent of gross income, based on data published by the U.S. Census Bureau.
-: A household composed of one or more persom at least one of whom is an adult (a person of at least
18 years of age) who has a disabii. A person shall be considered to have a disability if the person is determined to have
a physical, mental or emotional impairment that: (1) is expected to be of longcontinued and indefinite duration, (2)
substantially impeded his or her ability to live independently, and (3) is of such a nature that the ability could be improved
by more suitable housing coaons. A person shall also be considered to have a disability if he or she has a development
disabii as defined in the Development Disabilities Assistance and Bill of Rights Act (42 U.S.C. 6001-6006). The term
also includes the surviving member of members of any household described in the first sentence of this paragraph who
were living in an assisted unit with the deceased member of the household at the time of his or her death.
Page 154 Appendix A; Definitions
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CITY OF CARLSBA
CONSOLIDATED STRATEGY & PLA
\: Programs undertaken by Public Housing Agencies (PHAs)
promote economic independence and self-sufficiency for participating families. Such programs may include Project Sf
Sufficiency and Operation Boorstrap programs that originated under earlier Section 8 rental certificate and rental voucl
initiatives, as well as the Family Self-Sufficiency program. In addition, PHAs may operate iocally-developed progra
or conduct a variety of special projects designed to promote economic independence and self-sufficiency.
-: For HUD rental programs, a one or two person household in which the head of the household
spouse is at least 62 years of age.
-: A person who is at least 62 years of age.
Exlstlag: An owner-occupant of residential property who holds legal title to the property and who uses I ..
property as hisher principal residence.
-: Households whose incorn do not exceed 30% of the median household income for the reg%
as determined by HUD, with adjustments for smaller and larger families and for regions with unusually high or 1(
incomes or where needed because of prevailing levels of construction costs or fair market rents. For the purpose
further distinguishing needs within the veIy low income category, two subgroups (0 to 30% and 3 1 to 50% of MFI) ha
been established in the CHAS tables and narratives.]
Eaxuily: See definition in 24 CFR 812.2 (Jk National Affordable Housing Act definition required to be used in f
CHAS rule differs from the Census definition). The Bureau of Census defines a family as a householder (head
household) and one or more other persons living in the same household who are related by birth, marriage or adoptio
The term "household" is used in combination with the term "relaled" in the CHAS instructions, such as for Table 2, whl
compatibility with the Census definition of family (for reports and data available from the Census based upon tt
definition) is dictated. (See also "Homeless Family.")
7: A program enacted by Section 554 of the National Affordable Housing A
which directs Public Housing Agencies (PHAs) and Indian Housing Authorities (MAS) to use Section 8 assistance und
the rental certificate and rental voucher programs, together with public and private resources to provide suppod
services, to enable participating families to achieve economic independence and self-sufficiency. - The preference given to otherwise eligible applicants under HUD's rental assistan.
programs who, at the time they seek housing assistance, are involuntarily displaced, living in substantial housing, 4
paying more than 50 percent of family income for rent. (See, for example, 24 Cm 882.219.)
-: An individual or family who has not owned a home during the rhree-year period preceding tl
HUD-assisted purchase of a home that must be used as the principal residence of the homebuyer, except that ru
individual who is a displaced homemaker (as defmed in 24 CFR 92) or a single parent (as defined in 24 CFR !X?) m
not be excluded from consideration as a first-time homebuyer on the basis that the individual, while a homemaker
married, owned a home with his or her spouse or resided in a home owned by the spouse.
FmHA: The Farmers Home Administration, or programs it administers.
Fnr: Year round housing units which are vacant and offeredavailable for rent. (U.S. Census definition.)
Fnr: Year round housing units which are vacant and offeredlavailable for sale only. (U.S. Census defmition.)
..
-: An elderly person who is unable to perform at least 3 activities of daily living (i.e., eating, dressiq
bathing, grooming, and household management activities). (See 24 CFR 889.105.)
v: Facilities providing living quarters that are not classified as housing units. (US. Census definition
Examples include: prisons, nursing homes, dormitories, military barracks, and shelters.
Appendix A: Definitions Page 15
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
HOME: The HOME Investment Partnerships Program, which is authorized by Title II of the National Affordable
Housing Act.
-: Family that includes at least one parent or guardian and one child under the age of 18, a homeless
pregnant woman, or a homeless person in the process of securing legal custody of a person under the age of 18.
V: An unaccompanied youth (17 years or younger) or an adult (18 years or older) without children.
Hnmeless: Unaccompanied person 17 years of age or younger who is living in situations described by (em
"sheltered" or "unsheltered".
H!XEL The HOPE for Public and Indian Housing Homeownership Program, which is authorized by Title IV, Subtitle
A of the National Affordable Housing Act.
HOPE: The HOPE for Homeownership of Multi-family Units Program, which is authorized by Title IV, Subtitle B
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of the National Affordable Housing Act,
FI(3pE: The HOPE for Homeownership of Single Family Program, which is authorized by Title IV, Subtitle C of the
National Affordable Housing Act.
Hnllsehald: One or more persons occupying a housing unit (U.S. Census definition). A housing unit is a house, an
apartment, a mobile home, a group of rooms, or a single room that is occupied as separate living qyarters. See also
'Family'.
Hnllsing: Households with housing problems include those that: (1) occupy units meeting the definition of
Physical Defects; (2) meet the definition of overcrowded; and (3) meet the definition of cost burden greater than 30%.
Table 1C requests nonduplicative counts of households that meet one or more of these criteria.
HashgB&: An occupied or vacant house, apartment, or a single room (SRO housing) that is intended as separate
living quarters. (U.S. Census delinition.)
-: Group quarters for persons under we or custody. (U.S. Census defmitioa) .. ..
LqeJkWd: A housebid of 5 or more persons which includes at least one person related to the householder by bld.
marriage or adoption. - Any condition that causes exposure to lead from leadcontaminated dust, lead-contaminated
soil, lead-contaminated paint that is deteriorated or present in accessible surfaces, friction surfaces, or impact surfaces
that would result in adverse human health effects 9 established by the appropriate Federal agency. (Residential Lead-
Based Paint Hazard Reduction Act of 1992 definition.)
LIT3.X: (Federal) Low Income Housing Tax Credit.
Lnw-Incmne: Households whose incomes do not exceed 80 percent of tlhe median income for the region, as determined
by HUD with adjustments for smaller ad larger families, except that HUD may establish income ceilings higher or lower
than 80 percent of the median for the region on the basis of HUD's lindings that such variations are necessary because
of prevailing levels of construction costs or fair market rents, or unusually high or .low family incomes. NOTE: HUD
income limits are updated annually and are available from local HUD offices. (This term corresponds to low- and
moderate-income households in the CDBG Program.)
L: $39,798, according to the I990 Census.
S: A census tract where the minority population, as a percent of all
households, exceeds 43% (25% higher than the regional average).
.. -. .
-.
Page 156 Appendix A: Definitions
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CONSOLIDATED STRATEGY & PLA
Moderate. Households whose incomes are between 81 percent and 95 percent of the median income for I
region, as determined by HUD, with adj&tments for smaller or larger families, except that HUD may establish inco~
ceilings higher or lower than 95 percent of the median for the region on the basis of HUD's findings that such variatio
are necessary because of prevailing levels of construction costs or fair market rents, or unusually high or low farri
incomes. (This definition is different than that for the CDBG Program.)
Nnn-F.lderlv: A household which does flat meet the definition of "Elderly Household." as defined above
wth -: Includes frail elderly persons, persons with AIDS, disabled families, a
families participating in organized programs to achieve economic self-sufficiency.
J&mhmmd: Group quarters for persons not under care or custody. (US. Census definition used.)
-: A housing unit that is the usual place of residence of the occupant(s).
Other. A household of one or more persons that does not meet the definition of a Small Related househol
Large Related household or Elderly Household.
Other: Households whose incomes exceed 80 percent of the median household income for the region, 2
determined by HUD, with adjustments for smaller and larger families.
I)ther: Households whose hm-s are between 51 percent and 80 percent of the median household incon:
for the region, as determid by HUD, with adjustments for smaller and larger families, except that HUD may establis
ceilings higher or lower than 80 percent of the median for the region on the basis of HUD's findings that such variatior are necessary because of prevailing levels of construction costs or fat market rents. or unusuauy high or low famil
incomes. ms term corresponds to moderate-income in the CDBG Program.)
Chher: Vacant year round housing units that are not For Rent or For Sale. This category would include Await$
Occupancy or Held.
QyemmuM: A housing unit containing more than one person per room. (U.S. Census definition.)
Owner: A household that owns the housing unit it occupies. (U.S. Census definition.)
&phLD&m: A housing unit lacking complete kitchen or bathroom. (U.S. Census definition.) Jurisdictions mal
expand upon the Census definition.
-: A means of providing or producing affordable housing-such as rental assistance, production
rehabilitation or acquisition-that will be allocated significant resources and/or pursued intensively for addressing i
particular housing need. (See also, "Secondary Housing Activity".)
-: Rental Assistance provided for a project, not for a specific tenant. Tenants receivhl
..
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project-based rental assistance give up the right to that assistance upon moving from the project.
-: Public Housing Comprehensive Improvement Assistance Program,
-: Public Housing Major Reconstruction of Obsolete Projects.
lknrAmb > W-: The extent to which gross rents, including utility costs, exceed 30 percent of gross
income, based on data published by the U.S. Census Bureau.
> SO-: The extent to which gross rents, including utility costs, exceed 50 percent
of gross income, based on data published by the U.S. Census Bureau.
Appendix A Definitions Page 157
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
Rental: Rental assistance payments provided as either project-based rental assistance or tenaut-based rental
assistance.
Rmm: A household that rents the housing unit it occupies, including both units rented for cash and units occupied
without cash payment of rent. (U.S. Census definition.)
-: Any occupied housing unit that is not owner occupied, including units rented for cash and those
occupied without payment of cash rent.
v: Rural Homeless Housing Assistance Program, which is authorized by Subtide G,
Title N of the Stewart B. McKinney Homeless Assistance Act.
-: A means of providing or producing affordable housing-such as rental assistance,
production, rehabilitation or acquisition-that will receive fewer resources and less emphasis than primary housing
activities for addressing a particular housing need. (See also, “Primary Housing Activity” .)
section: Section 215 of Title II of the National Affordable Housing Act. Section 2315 defines “affordable” housing
projects under the HOME program.
-: Separate quarters are those in which the occupants live and eat separately from any other
persons in the building and which have direct access from the outside of the building or through a common hall.
..
Service Needs: The particular services identified for special needs populations, which typically may include
transportation, personal care, housekeeping, counseling, meals, case management, personal emergency response, and
other services to prevent premature institutionalization and assist individuals to continue living independently.
Severe - Lnw Jncnme: A census tract where the number of low income households, as a
percent of all households, exceeds 57,696 (50% percent higher than the regional average).
Qvere Cflncentratian nf - : A census tract where the minority population, as a percent of all
households, exceeds 52% (50% higher than the regional average). - See Cost Burden 7 50%.
.,
-: A seriws ad persistent menlal or emotional impairment that significantly limits a person’s abiity
to live independently.
Sheltered: Families and persons whose primary nighthe residence is a supervised publicly or privately operated shelter,
including emergency shelters, transitional housing for the homeless, domestic violence shelters, residential shelters for
runaway and homeless youth, and any hoteVmoteVapartment voucher arrangement paid because the person is homeless.
This term does not include persons living doubled up or in overcrowded or substandard conventional housing. Any
facility offering permanent housing is not a shelter, nor are its residents homeless.
Small: A household of 2 to 4 persons which includes at least one person related to the householder by birth,
marriage, or adoption.
m: Dwelling units that are in such poor condition that repairs would
exceed the cost of building a MW (replacement) unit, or rehabilitation that would exceed the funding limit of any existing
City rehabilitation program.
m: Substandard units which can be rehabilitated to Section 8 Minknum
Housing Quality Standards at a cost which does not exceed the cost of building a new replacement unit. This does not
include units that require only cosmetic work or minor livability problem repair or maintenance.
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Page 158 Appendix A: Definitions
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CONSOLIDATED STRATEGY & PLI
v: For the purposes of this CHAS, substandard refers to those units lacking complete plunk
facilities. However, in general, substandard residential dwellings are those dwellings which, because of their phys
condition, do not provide safe and sanitary housing and/or meet the Section 8 Minimum Housing Quality Standi%
Further categorized as either "suitable for rehabilitation" or "not suitable for rehabiritation. "
Suhstanrial: A major change in an approved housing strategy. It involves change to the five-year stratr
which may be occasioned by a decision to undertake activities or programs inconsistent with that strategy.
Substantial: Rehabilitation of residential property at an average cost for the projects in excess of $25,(
per dwelling unit.
-: Housing, includmg Housing Units and Group Quarters, that have supportive environment.
includes a planned service component. - The plan that PHAs administering a Family Self-Sufficiency program are re@
to develop to identify the seMces they will provide to participating families and the source of funding for those servic
The supportive services may include child care; transportation; remedial education; education for completion of second
or post secoDdary schooling; job training, preparation and counseling; substance abuse treatment and coupeling; trair
in homemaking and parenring skills; money management, and household management; counseling in homeownership;
.. .
development and placement; follow-up assistance after job placement; and other appropriate services.
-: Services provided to residents of supportive housing for the purpose of facilitating the independel
of residents. Some examples are case management, medical or psychological counseling and supervision, child ca
transportation, and job training.
Tahle: For purposes of Table 20. Non-homeless Special Needs Population. the following definitions relate to d
available from the Census.
EWdg: Any person 62 years or older. me Federal Administration on Aging identifies persons 60 and ob
as eligible for its programs; HUD and Social Security require persons to be 62 years of age for benef
Medicare is available at age 65.)
EmLEkdg: Persons ages 75 years or older. (The Federal Administration on Aging identifies persons :
75 and older as "frail" for purposes of its programs.)
-: A form of rental assistance in which the assisted tenant may move from a dwelli
unit with a right to continued assistance. The assistance is provided for the tenant, not for the project.
Total V-: Unoccupied year round housing units. (US. Census definition.)
3JnsMmd: Families and individuals whose primary nighttime residence is a public or private place not designed f:
or ordinarily used as, a regular sleeping accommodation for human beings (e.g., streets, parks, alleys).
v or W: Vacant year round housing units that have been rented or sold and are currer
awaiting occupancy, and vacant year round housing units that are held by owners or renters for occasional use. (lJ
Census definition.)
-: Unoccupied year round housing units that are available or intended for occupancy at any ti^
during the year.
I ow-lncmne: Households whose incomes do not exceed 50 percent of the median household income for the regic
as determined by HUD, with adjustments for smaller and larger families and for regions with unusually high or 14 inmm or where needed because of prevailing levels of construction costs or fair market rents. ("his term correspor
to low-income households in the CDBG hogram.) For the purpose of further distinguishing needs within this catego]
two subgroups (0 to 30% and 31 to 50% of MFl) have been established in the CHAS tables and narratives.]
Appendix A: Definitions Page 1:
CITY OF CAFUSBAD
CONSOLIDATED STRATEGY & PLAN
w: Unassisted, very low-income renter households who pay more than half of their income for rent, live
in seriously substandard housing (which includes homeless people) or have been involuntarily displaced.
Y: Occupied and vacant housing units intended for year round use. fv,S. Census definition,)
Housing units for seasonal or migratory use are excluded.
Page 160 Appendix A: Definitions
I CITY OF CARLSBA
I CONSOLIDATED STRATEGY & PLA
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CITY OF CAFUSBAD
CONSOLIDATED STRATEGY & PLAN
APPENDIX B
City of Carlsbad 1991-96 Housing Element Section Three
Page 162 c Appendix B: Housing Element - Section Three
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SECTION THREE
HOUSING ELEMEI
CONSTRAINTS
OPPORTUNITIES'
LAND INVENTORY
ENERGY CONSERVATION
OPPORTUNITIES AND CONSTRAINTS TO HOUSING DEVELOPMENT
The constraints and opportunities section of the Housing Element identifies the various constraints, both
governmental and non-governmental, to housing development.
Although constraints may apply to all housing production, they significantly impact housing that is affordable to the lower-income households. Many constraints are significant impediments to development,
but must be weighed in the context of achieving balanced economic growth and preserving environmental
resources as well as the particular quality and way of life. Housing programs should be designed to achieve a local jurisdictions share of housing for all economic ranges. Programs to remove or after
constraints are judged on the fiscal resources a jurisdiction may have.
Constraints and the mitigating opportunities that may remove or lessen these Constraints are discussed. In identrtying mitigating opportunities it is important to note that the identification is not necessan'ty a
commitment to implement these opportunities. As with all implementing programs identified in Section
4, the ability to carry out the programs will be affected by the availability of fiscal resources, (Federal,State,
Local funds, grants, private financing, etc.) 'Competing interests for the available resources may impact whether and when programs proceed. Where possible, alternative strategies may be presented to mitigate constraints identified. Constraints identified within the Housing Element may or may not be a significant housing impediment within a certain time frame but are identified to help define housing issues.
In some cases it may be beyond the immediate capability to remove some constraints. The City has no control over private lending rates and Federal or State actions.
In the Goals section of the Housing Element, programs are identified which may offer these mitigating opportunities. The programs may be incentives such as density bonuses or requirements such as an
inclusionary program. Programs of incentives may or may not &e implemented depending on fiscal resources, market conditions or substantial adverse environmental impacts
72
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Tau 404
CONs7RLlhls MD MITIGATING OPPORNMTIES
(A CrQss Tabuhion of Nee& and SoiUbnsJ
r ,r -~ r ~~~~
Conrtmirru PdcieslProgmms Oge Mitigafiag Opputudks
Lond use CO&
Pmgmm 3.4u (Seniorl~)
Progmm 2.5 (Mid Use)
Pmgrnm 2.4 fIldopri*. R=4
Pwm i7J IMur Ilartr'q)
Pmgram 3.11 (snulbrnar"trm
t
Growth Managetnelll
Pmgmm 2.3 (D.r.bpobl. Aaargr) Genemi Phn Densilia
Progmm 3.8 (Grmlli Manugun&)
Progmm 3.7u (&=* Bow)
Pmgram 3.7J1 (GInemi Phn chongo) Prrgmnr 3.8 (GA Mamgemtent)
Rdtvebpment Pbn
Program 1.7 (AcquidLiorr & Rdrob)
Prugmm 1.6 (Rehab Subsidis)
Prugmm 1.8 (Rebb ImndiM)
Progronr 1.9 (Rchob - Hans~mm) I1 Open Space Requireme& Program 2.2 (Dtv+mr& slnrdcuds)
I Dcvebpmrnt Stundunis Program 2.2 (Dr*tbpmml slnrdcuds)
Pmgmm 3.7.b (,u-*ve n---)
Brcikling, EIcaricol and Plumbing Cdes Pmgram 3.7.b (Allanryir. Housing) 11 COJC EnJmemenl Pmmm I Pmmm 1J (ReLbf'&)
Oflsifc Impmveme&
Pqmm 3.7.e (Fee Waiver) Fea and Erndionr
Pmgmm 3.7.g (In-NJd 1")
If ~ ~-~ ~ ~~
Pmasing and Pennif Prorasing
Program 3.4b (SeniwfEU-tv) ,-ittick XXYIY - Culifwnia Corulirulion
Pmgram 4.1 iH-ins I- Fn) Californiu Environmentul Qualify Ad
Pqmm 3.7.f (P* PmCesiRg)
I1 IC- ~~ ~ ~~ ~~ ~ ~ ~-~ -~ ~-
swng Prvgrum 3.9 (Hwsing Nd Riadies)
1 II Financing I Program 3.10.4 (Mortgage Revmur Bond)
Pmgram 3.lOb &ding Pmp.pn,
PNgrum 3.13 (Commuuity Reim-)
Pmgmm 3.14 (Housing Tnrri Fund)
I 11 pice of LU~ Pmgmm 3.12 (Land Bankiq)
II Cod of Condmaiun Pmgmm 2.2 (Dev+~~rdordr)
I II Envimnmcnlcr/ I NONE II I.- ~ ~ II Dmugld und Wufer Supply Pmgram 5.2 (Wa& Cotuavdhl)
1 11 TWfllPiV I Pmgmm 3.7.g (In- Kind Cot&butiwu) II Sensitive Hutdata NONE
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CwstuI Zone
Pmgram 1.7 (Acquisition & Rehab) Prigram 1.6 (Rehab Subsidies)
Pqram 1.8 (Rehab Incentives)
Pmyrum 1.9 (Rehab - Xomemwws)
Pmgrum 3.6~ (IMlLKiOb%l&
Pqrum 1.1 1 (Cdl Zme)
Pqmm 3.7~ (Dew* Bonus)
Progmm 3.6.b (Incluswv)
RgricrrUrwzrl Land/lYilliamson Ad
Prvgmm 25 (Mud Use) Ai- Lud use Phn
None
Prvgmm 3.3, (Transifiotml Siukr) . Program 3.7.b (Allernativc Housing)
73
GOVERNMENTAL CONSTRAINTS
CONSTRAINTS: LAND USE CONTROLS
Land use convols regulate development through policies, ordinances and other regulatory procedures.
Land use controls are necessary to ensure development compatible with the communlty and to preserve
the health, safety and welfare of its citizens.
Regulatory procedures sometimes act to constrain housing development through developmm processing
and fees. These additional costs are passed on to the home buyer or renter which increases housing
prices and lessens affordability.
Carlsbad has adopted a comprehensive General Plan that guides development in the City. Priorities have
been set to achieve quality development, and protect sensitive areas.
There are several levels of land use controls that the City of Carfsbad has adopted. These are:
ZONING
Currently the City has adopted a land us8 zoning ordinance that contains 12 separate residential zoning
categories. These Zoning Oistricts (Table 41) establish the type of housing units that can be constructed. Of the 12 Zoning Districts that aliow residential land use, four of them are primarily single family in nature
while four are primarily multi-family.. The remaining districts ailow both. Alternative or special housing
uses may be allowed in certain residential or commercial zones on a 'conditional use' basis.
74
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In addition to zoning that allOwS residential development, the city has adopted overlay zones to protect or enha- a special :
or quality of the undertying land area Fable 42). These are:
TABLE 42
OVERLAY ZONES
OVERLAY PURPOS&
Scenic Preservation Overiay (SP) Protect Scenic areas
Flood Plain Overlay (FP) Regulate development within floodplain
’ Beach Area Overlay (BAO) Regulate development in the beach areas
Qualified Overlay (Q) Requires site development plan and Planning
Commission approval
Hospital overfay (HO) Zone established for hospital development
Residential development in Carlsbad usually requires approval of site development plans. These plans are apf
administerially for single-family projects outside overlay zones. Projects larger than single-family developments 1
require discretionary actions before a Planning Commission and City Councii. The requirement for discretionary apq for most residential projects within the clty adds additional time to the construction of housing units. This time
results in higher loan carrying costs which adds additional costs to housing.
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MITIGATING OPPORTUNITIES.
Atthough Carlsbad currently has a wide range of land use controls, there are opportunities to mitigate son constraints. These comrofs do allow a varied range .of housing types, from multifamity apartments to
residential. Within these regulations there are opportunities to encourage and initiate housing types for all inc
The Carisbad Municipal Code allows multifamily development under several zoning designations. There are a
opponunities provided in the Municipal Zoning Code for multifamily development within the industrial arez
density not to exceed 40 units per acre. The Village Redevelopment Area and areas within the Ci's
encourage mixed uses which can reduce the cost of residential construction. These savings can be pas:
renter or purchaser. These opportunities although currently available are under-utilized. A program to
encourage the use of multi family residential in PM areas and the encouragement of mixed use projec
initiated. In addition, standards for alternative types of housing which do not fit within any one residential i
should be developed. Alternative housing types may include Single Room Occupancy (SRO) hotels or m
units, dormitory style farmworker housing or transitional housing for the homeless. These housing types mi
in certain zoning districts with conditional use permits with certain development standards.
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CONSTRAINTS: GROWTH MANAGEMENT
Extraordinary growth in housing in the eariy 19803, fueled by a growing economy, attractive land prices and p
to a coastal location, led in 1986 to a growth management plan approved by the voters of Wsbad
The program accomplishes two primary objectives: (1) it ensures that needed public facilities and infmSm2t
provided concurrent with development, and (2) it sets limits on the maximum number of dwelling units that
constructed Citywide and within each of the City's four quadrants at buildout of the City.
The Growth Management Program divides the City into 25 Local Facilities Management Zones (see Map A). Ea
is required 10 prepare a Local Facilities Management Plan (LFMP), The LFMPs project the amount dl devell
expected to occur in each facilities zone based on the full buildout of the General Plan or approved Master PI;
within each facilities zone. Using this projection of development, the plan estimates me public facilities required t
that development The plans require new development in the facilities zone to fund or construct those facilities th; only new development or those not othemise funded through the City's usual fees and exactions
The second key feature of the Growth Management Program is a limit on the ultimate numbef of dwelling units
of the four quadrants of the City. rhese limits are stated in terms of numbers of units that can be mnmcted or q
within each quadrant after November 4, 1986. The number of units available within each quadrant is then alloc
the individual Local Facilities Management Zones within the quadrant. In each quadrant there will be a significant I
of unallocated (excess) units. The sources of these unallocated units is further explained in the Growth Manal
Addendum. There are currently at least 1,000 unailocated units in the four quadrants. These unallocated or 'exces
constitute what the City refers to as an Excess Unit Bank. Staff projects that the Excess Unit Bank will reach, az possibly exceed, 2,500 dwelling units. Withdrawal of units from the 8ank must be in accordance with City Counci,
No. 43, which is inciuded in the Growth Management Addendum to this Housing Element. The policy prioritii
withdrawal of units from the Bank, with affordable housing being the priority. There will be additional units adds
sank due to the fact that some individual development projects will build at less than the allowable densrty pe
under the Growth Management Program.
Although construction of new housing units ternporan'ty declined after adoption and implementation of the (
Management Ordinance, this reduction was due primarily to the need to complete GMP's for each of the zones i
requirement for financing-mechanisms to ensure completion of the necessary facilities During this time, applicab'
tentative maps and other development approvals have been accepted, processed and approvals given continger
completion of financing plans. Seven zones have acceptable, adopted facilities plans that allow conauction at tt:
(1-6, 19). Zones 1-6 are primarily the developed in-fill areas of the City. Eleven other adopted zone plans (7-9,
14, 15, 18, 20, 22 and 24) do not allow development until a financing plan has been approved. These financing
for zones 7,11,12 and 20 are expected to be approved by the end of 1991. The financing plans for the remaining
8, 9, 14, 15, 18.22 and 24 are expected to be approved by the end of 1992 The City's Mello Roos Community Fa
District was approved on June 13, 1991. This District provides guaranteed financing for the largest and most exp
public facilities. The zone financing plans can now be submitted and approved, and development can resume.
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I MITIGATING OPPORTUNITlES:
Full SC~J~ residential development within fhg city is expected to resume beginning in the second hatt 01 I
21 of the 25 Local Facilities Management Plans have been approved and zone financing plans for 18 of th be approved by 1992. Therefore, the temporary slowdown of residential development resulting from the fz and financing requirements of the Growth Management Program will no longer function as a significant co, I development of housing within the City.
It is estimated that there presentty exists with the City a bank of 1,000 excess dwelling units and it is projt
will reach approximately 2,500 units. This projected bank of 2,500 excess dwelling units can be used tc I densities to a level necessary for the development of housing projects which address special housir affordable, seniors, handicapped). This bank of excess units wit1 also enable the implementation of City-pro bonus (see Program 3.7.a) and density transfer programs as well as future General Plan Amendments I 3.7.h.) to increase site densities throughout the City.
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CONSTRAINTS: GENERAL PUN DENSITIES
The Land Use Element of the General Plan establishes the maximum amount of housing per acre of land that c developed. This is called the 'density' of permitted development. General plan densities are expressed as dweiling
per acre (du/ac.)
Currently the City of Carlsbad has 5 residential density ranges. (Table 45).
TABLE 45
4 I GENERAL PIAN RESIDENTIAL LAND USE DENSITIES 1 I 1 I ~~~ ~~~
"A" 9"
Density Range (du/ac) Grow-& Control Poinr
Low Density 0 - 1.5 1.0
Low-Medium Density 0 * 4.0 3.2
Medium Density 4 - 8.0 6.0
Medium-High Density 8 - 15.0 11.5
High Density 15 - 23.0 19.0 i
The ranges in Column A are the density range for each land use classification. Column B denotes the 'growth c poinr for each density range. Densities are calculated and allowed from the base range in each land us8 category density ranges established for the residential categories are not meant as minimums and maximums. The lower for each of these categories represents a guaranteed density and the higher figure represents a potential rnaximur could be located in each area if certain criteria as outlined in the Land Use Element are met. The growth control was used to determine facilities need, and as development may not exceed standards set for facilities, develol cannot occur over the growth control point unless findings can be made that there are sufficient facilities available f allowance of increased housing units over the growth control point.
Another constraint to general plan densities is the net developable acreage or yield. Acreage with over 40% sic
considered undevelopable and is not allowed for density calculation. Acreage with topography with slopes 25% tc is given half the allowable density of acreage with less than 25% slopes. Constrained lands such as sensitive wet! riparian habitat and utility rights-of-way are also excluded from developable acreage. Additional environmental consl that may reduce developable acreage, are dealt with separately in this section.
The lack of developable acreage in the upper density ranges may constrain development of certain types of hol Stacked-flat apartments which house lower income households may require densities greater that 12 units per a
higher depending on land costs to be developed economically. As indicated in the Land Inventory section of this Ele
the city. there is a decreasing supply of acreage in the Medium High (1 1.5 dulac) or High (1 9 du/ac)density ranges remain
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,. .:.. .... ....... .. . .... ~~:...:!,~..~:~..!~.. .I.......... ......,.
~ ~~~ ~~~~ ~ ~~- ~~~~
Inaddition,thereisaResiderrtialD~dupto40unitspetacteassociated~thePhnnedlndustrial(P")Z~ anduptoaMunlperacredensit)cforSeniorCitK~Pr~withintheResidecrtidProfessional(RP)andM~ (R3) Zoning chssification. The commercial 8usiness District (CBD) Ckssification of the General Plan also alk
residential with no set residential density. '(However, densiti 'n this CBD area are subject to growth managen# architectural, s~ale and bulk nrnitatkms) - higher density atbwances could be mawaged to provide add#i~na
income housing^
StateLaw(65915)cwrenttymandatesthat911kcal~~an~thatpemJtsaderrsity~as
incentivetothe~dbwhotnehoushg. The~bocxrswc1provklethedensitiesneededtoass&
ordinance within the guidelines d the cunetlt state bw.
~theC#y's~ManagementoIclktanceknposeaalimatothenumberd~unitsbuift~ quadrantorwithintheC~,anincressekrthedensitiesdsomeresidecrtlalacreagetofadUtatethe~
makingthedevebprrmdkwer"". Carlsbadkintheprocessdadopting
additiondkwer"~canbeaccommodaredtomeetthecRy'sfutwehousingneeds, Thestrategy
mpIiithj!9&t~hh"~*h"~dW Three @ages 8081). 0 00
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CONSTRAINTS: REDEVELOPMENT PUN
in 1981 the City of Ca&&aci approved the formatjon of a redevelopment area in what was onco the Glty core. Carisbad like IMny other municipalities found that, with the development at regional stropping
downtown areas ww bsqg economic vitality.
The City of Cartsbad adopted a redevelopment plan to halt this decline. As its them, the old downtown
'was designed around a low intensrty Wage area'. Cbsa to the ocean and other recreatjod amenities,
.Village Redevelopment Area focused up the tourist and recreational trade. Permrtted us83 indude reside
mj.f;imily, The theme, scope and scale d residential development within the redeVe(0pment area 81
intensrty residential developrnenL As the intent of redeveiopmeftt is tO reduce Mi increrrs ~conol
remove deteriorating st~ctur~s circumaanCss exist that might remove detetiarating residentid StNChue )rc
stock. Wherever possible prionty is given to rehabilitation of existing structures, espeaayC those of histc
Mrnanm OPPORNN~ES:
The Carlsbad Village Area Redevelopmm plan anticipates that between the adoption of the Redevelop its expiration in 2006, approximatety 300s00 new housing units will be built wlthin the redevelopment ye
the existing 1600 units. These units are to be developed lor all economic ranqea The Village redev
contans land uses of alt densities It contains significant acreage of high densdy residential that is wed
moderate to lower-income.
c
The Village Area Redevelopment Plan contains policies and programs designed to assist in the rebcali
who may be displaced due to redevdopmm projects. The redWdOpment plan also emphasues the l existing residences to conform to the nature of the village atmosphere of the redevelopment area Althory
exist to increase the number of unm for lower-income households becaw of the potential high density m
within the redevelopment area and in swrounding neighbortmds, it must be emphasized that impamon
too much new rnulti-family develapmern must be avoided A predominant nu!T!ber Of Una wahifl the fed€ adjacent areas are atfordable to IWW-inCOme householbs, and for many years the horrung Strateg
providing high dmstty multi-famity units in areas thaa hisoricalty have developed them. The temainin
acreage within the City was designated at a lower single family intenstty. The svategy to sfmad multi- throughout the City would avoid impaction to the redevelopment areas.
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CONSTRAINTS: OPEN SPACE. REQUIREMENTS
Preservation of open space is one of the goals of the City. It also acts as a constraint to the development c
community. These policies and requirements may reduce the yield of housing units.
ordinance requires a minimum open space standard per unit plus a 15 percent set aside for each si
MITIGATING OPPORTUNITIES:
Currently the City is preparing an Open Space Management Plan that will organize the various open space
a cohesive policy document. This Management Plan will provide guidance for housing development that wil
crty's sensitive areas. Incentives for developments that include low income housing may indude exemption
of requirements for parkland dedication of open space dedications.
Identification of sensitive habitats for endangered species that may preclude future development can be all0
a project's requirement for Open Space. The allowance of the density on acreage designated for open spa1
that density to be utilized elsewhere on a development site. This may allow 'clustering' of residential deve
would accomplish: 1) Increases in open space, and 2) higher density within a residential development to
product type (apartments, multi-family, townhomes) that increses affordabilii.
MAP B shows the City of Carlsbad's current Opens Space and trails Network,
CONSTRAiNTS: DEVELOPMENT STANDARDS
' Development standards are standards set by the City of Carlsbad to ensure that development of residential c
that occurs, is compatible with the surrounding community, ensuring the health, safety and welfare of it's
providing quality development.
The City of Carlsbad has two levels of development standards. Standards that are codified in the ordinar
by the City, and standards that can be considered administrative policy, through interpretation of the COC
interpretation of policies and guidelines of the City's General Plan.
MITIGATING OPPORTUNITIES:
Opportunities exist to waive administrative policies that may add additional time or costs to low income t
exemption of some administrative policies for low income housing could be considered an incentive for I
Another alternative would be to develop policies or codes that would apply only to low income housing. it
these alternative codes would to be reduce cost associated with some standards in order for these costs
on to the eventual low-income household.
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\
OMPREHENSIVE OPEN SPACE NETWORK
' .- -. ....
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.." ............... ...". ... ".. e..*. .". .'.... I." c "LO, ,DL joy. LH. :a 0. .."... m ..11.1....1 . -.w.. . .e. . ."..... .......................... ...- ..., .'" ..... ,111
. @ .,,..,, Y .M..,. w< I... "0 .... I. .. I....
..... .~,."*... ... -7". ..... ,., I...
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I CONSTRAINTS: BUILDING, ELECTRICAL AND PLUMBING CODES
The City currently has adopted the 1988 version of the Uniform Building Code, the 1980 version of the Uni B Code and the 1987 version of the Uniform Electrical Code. The City has no substantive amendments to
would adversely affect standard types of housing. Furthermore reduction of State required codes to reduc in the best interests of public health and safety. 1 Interpretations of some codes may be biased against certain alternative housing types such as SRO's (Sin,
[ MlTlGATlNG OPPORTUNITIES:
Occupancy) or farmworker housing.
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Certain types of alternative housing structures may be giyen flexibility in code interpretation where otherwi
type of housing may not fit into any one residential category.
Examples Of these alternative housing structures may be what are commonly called SRO hetels. which : a residential function, are commercial in nature and may be required to be built under restrictive commerci
cost effective.
Another alternative may be dormitory style housing for homeless and transient or migrant farmworkers. -
housing structures not normally found in Carlsbad and may require broad interpretations of existing codes 8
to be built.
CONSTRAINTS: CODE ENFORCEMENT PROGRAMS
Currently the City of Carlsbad has a code enforcement effort designed to protect the health safety and
citizenry. The City's Building Department in conjunction with the City Attorney's office undertakes abatemen
for deteriorating and substandard housing or bootleg (illegal) housing units.
The City of Carlsbad's code enforcement division of the Building Department currently detects and abate
the State and County Housing and Health Codes as they relate to substandard housing.
Over the last 5 years there has been an average net loss of around 3 to 4 illegal or substandard housing
through enforcement activities. There are also abatement programs for illegal campsites or makesh
undeveloped agricultural areas of the City.
MITlGATlNG OPPORTUNITIES:
The code enforcement activities should include a monitoring and rehabilitation program to detect and rnc
units in deteriorating conditions. These units, which predominantly house lower income residents, may b
to abate an unsafe condition thereby reducing the stock of lower income units. Monitoring in conju
rehabilitation program would preserve these low income units. Code enforcement programs that result in
substandard housing should be in coordination with the Housing and Redevelopment Agency that can tars
for rehabilitation programs that will preserve the older housing stock. It is important to coordinate uns
abatement programs with relocation assistance for the tenants. Some tenants especially, handicapped, eldl
low income may have problems finding suitable residences if displaced from their current residence. Prof
assistance may be crucial as the ability to rehabilitate substandard units on a timely basis may focus on rela
residents.
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CONSTRAINTS: OFFSITE IMPROVEMENTS
Currently the City has design standards far all offsite improvement. These standards am outlined in the City 'Engir
Design Standards' publication. In addition there are also approximately four administrative engineering policies ass
with offsite improvements for residential projects.
CONSTRAINTS: CIRCULATION IMPROVEMENTS
During the course of development, circulation improvements are addressed at that time to achieve satisfactory circ improvement goals. me City through its Local Facilities Management Plan has further identified standards for circ
Currently some circulation improvements are funded through a 'Bridae and Thorouahfares Fee' the City imposes areas of benefit. This fee varies according to the sue of development and circulation impacts. (See fee sche
appendices). The cost to the developer for the improvements required are usually passed on to the cost of thc
or residence, increasing its cost.
MfTIGATING OPPORTUNITIES:
Circulation as well as other infrastructure improvements paid for by development through requirements of fees are
on as an 'up fronr cost of the dwelling unit as pan of the .purchase price of a house. The City is cunemty ado
Mello-Aoos District for bond financing for infrastructure and facility improvements. The infrastructure costs may be I
on to the buyer of a home under Mello-Roos as a one time single fee assessed against the home, or under an ea
district, annual installments may be used to cover the assessment. The result is the 'up fronf? costs of infrast improvements may or may not be reflected in the cost and price of a home, depending on the method usad to p;
the assessment district The City may contribute to on/offsite infrastructure improvements through in-kind contril
for residential developments that would be made affordable to lower-income households.
passed on to the purchaser or renter, Usually the improvements required as part of a project or subdivision are 1
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CONSTRAINTS: FEES AND EXACTIONS
Currently the City assesses fees for most administrative processing of application for development. Fees
receive the most amount of attention from the development community and are most often singled out i
to the growing costs of housing. These fees are identified in the appendices.
Other types of fees may be exacted to mitigate effects of development that would have an adverse
community or district. A typical exaction would be for school fees. These exactions are identified in the
MITIGATING OPPORTUNITIES!
WAIVING OF PFF FEES
Council Policy allows the waiver of Public Facility fees for low income housing. Implementation of this polic
assess the fiscal impacts that the fee would normally generate on the budget of the respective depanmf
all fees including impact and processing fees average between $1 5 - 20,000 per unit depending on type (r
family) and location. Reducing fees is a significant incentive for some residential developments. Table 46 :
fees in Carlsbad of a typical 3 bedroom home.
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Table 46
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TOTAL FEE COSTS TO BUILD A PROTOTYPE HOME
1 Escondido s 21,507
2 San Marcos 19,131
3 Poway 3 6,740
4 San Diego Ciry 15,755
5 Carlsbad 15,742
7 Enciniras 14,527
8 Chula Vista 14;193
9 Sanree 12,397
10 Oceanside 12,012
11 Vista 10,79 1
12 San Diego Counry 9,279
6 Solana Beach 14,590
13 imperial Beach 8,567
14 Lemon Grove 8,459
15 Del Mar 8,222
16 La Mesa 7,733
17 EI Cajon 7,645
18 Narional City 6,443
19 Coronado 5,908
CIF PROTOTYPE HOME
Three bedroom, two bath single family detached home.
1800sf (square feet) living area. 400sf garage and 240sf patio.
Apx. 6139,000 valuation (calculated by each jurisdiction).
Type V wood frame construction. lOOA single phase elecmcal.
100,000 Bru FAU gas service, and a common set of fixtures.
Source: Annual Fee Survey, BlA, Duildcr Masazine, January, 1991.
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I , HOUSING-IN-LIEU FEES
A Housing-in-lieu fee targeted at market rate units or units built above a certain price range could be assess I funds to subsidize the construction of lower income units. The fee would satisfy a requirement that some
have to provide low income housing opportunities. I JOBS HOUSING IMPACT FEES
In-lieu fees or exactions leveled against developments that normally create jobs and a demand for lower im
primarily industrial or commercialhetail development, may be assessed. Fees are exacted at the time of c 1 a per square foot basis and are used to subsidize the construction of low income units. The fees would
upon establishing a nexus between job creation and demand for the type of housing it would create. 1 REAL PROPERM TRANSFER ASSESSMENT TAX
Property that is sold and realizes a gain in assessed value is assessed a transfer tax. This tax or a portic
be utilized as a source of revenue for housing programs. This would generate a source of funds from othe I development and would spread the responsibility and cost of providing housing for all income rang
development. The revenue generated each year by this transfer tax is approximately $350,000.00 and is nc
for any special project, but goes to the General Fund, I
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CONSTRAINTS: PROCESSING AND PERMIT PROCEDURES
As indicated in Table 47 the type of permit for residential development defines its length of processing time. Proje require multiple discretionary entitlement are Usually processed concurrently. The exceptions are for muhi
residential master planned communities in which Case these projects are usually processed in phases
TABLE 47
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AVERAGE AOMINIS~RATNE PROCESSING nME FOR OISCRETIONAFW APPLICATIONS
AVERACELENCIHOQADMNEIRATIVE I I CAm.nRY
APPIICATION lype PROCESSNG "E: FROM sLIBA(TTTAL 70 1ST DISCi7~ONARY ACTION I
Master
Development
Major
Master Plans
Master Plan Amendments
Specific Plans
Specific Plan Amendmenu
URL
RMHP
Tenfarive Tm~a
Site Development Plans
Redevelopment Permits
Conditional Use Permits
12 - 24 mnthr
6 - 12 months
Tenrariw Tnct Amendment/
Zone codc Amendments
Revisions
Planned Dmlopmenw
looe Changes
General Plan Amendments
Minor Minor Suhlivisions
Conditional Use Peniu
Redmlopment Permits
Site Development Plans
Special Use Permits
Precise Development Plans
Planned Industrial Permits
CoJJrai Development. Pennits
3 - 6 months
Miscellaneous Hillside Developmenr Permits 1 - 3 months
Administrative Variances
LOCJI Chscal Plan Amendmenrs
Day cars silrdlite Antennas Planning Commission
Derenninarions
(2.4 Conditional Use Pennirs
Variances
Stmc Name Changes
Condominium Permits I
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MITIGATING OPPORTUNITIES:
Permit and processing procedures can be utilized to create incentives for low income hc opportunities. Cost associated with carrying loan amounts during the processing time are usually
of the cost of development. Substantial delays in processing can exceed development estimates. these costs can be absorbed by the developer, they are usually passed on to consumers via the prices or rental rate.
Expedited, fast track or priorty processing can be utilized as an incentive for more low income Mol housing. A target of 2530% reduction in processing time can be utilized to reduce carrying costs ' developer that would be passed on to reduce cost associated with the project.
CONSTRAINTS: CALIFORNIA ENVIRONMENTAL QUAUN ACT
Under the California Environmental Quality Act,(CEQA) developments or actions defined as pn
unless otherwise exempted under specific CEQA guidelines, are required to undergo an assessm to the impact the project will have to the environment. This assessment determines jf a subsan
more detailed effort will be needed to assess the full impact or a determination that it will not h significant impact. Developing rural areas, and environmentally sensitive areas that include lagoon wetlands are particularly sensitive to the impacts of urbanization. Assessment and mitigation of impacts are sometimes lengthy and meticulous adding extra cost to the development. ldentifica! impacts that cannot be mitigated may preclude development altogether.
Carbbad has a substantial amount of' environmental constraints due'to. its sensitive habitats, CI location and conservative approach to preserving its unique natural surroundings. These constraint preclude, reduce, or in most cases, slow down construction of new housing in Carlsbad.
MITIGATING OPPORTUNlTlES:
The California Environmental Quality Act provides opportunities for riering' environmental reL
Projects that require a comprehensive review and assessment with an ensuing Environmental In Report often may contain specific mitigation measures to offset impacts. When a project requires mi
phases for completion, assessment and mitigation details can be included in the environmental in report. Subsequent phases of the development may preclude further general or detailedenvironrr
review. This may lead to faster processing of projects after a master environmental review
assessment and mitigation of impacts is completed and can be utilized for subsequent EiR's.
Additionally, as environmental impact reports may require mitigation measures for adverse impacts strategies to mitigate these adverse effects can be introduced. A jobs housing balance is a strate reduce energy consumption and auto emissions by locating housing and jobs closer together. Carl
with its predominantly single family housing construction over the last 2 decades and the creation of I paid retail and manufacturing jobs, has created an imbalance of a residence population and a secor employment population that tax the existing roadway capacity to the maximum at the traditional hours. By creating a better mix of housing styles and types to create a greater range of and numt housing units for the current and future employment population, would also place employmenl housing closer together. A mitigating effect is created to conserve fuel, reduce emissions, and re traffic impaction.
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CONSTRAINTS: ARTlClE XXXlV OF THE CALIFORNIA CONSTITUTION
Section 1 of Article XXXV of the California Consfitution provides that no '\ow rent housing project shall
be developed, comructed, or acquired by any 'state public body' until voter approval has been obtained.
The election requirement of Article XXXlV could limit the participation of a public body in the development
of low- and moderateincome housing because of the delays, uncertainties and potential addaional expenses associated with local elections.
MITIGATING OPPORTUNITIES:
In general, Article XXXIV requires that two criteria be met: (a) a 'state public body' must 'develop, construct, or acquire', (b) a 'low rent housing project: Article XXXlV would be inapplicable if one of these criteria was absent. It would be possible to confine the role of a public body in a housing devslopment so that one of the two criteria is not met and an Article XXXlV election would not be required.
In order to clarify Article XXXIV, in 1976 the Legislature enacted the Public Housing Election
implementation Law (Health and Safety Code, Section 37000 et sea& According to that, a 'low rent housing project' does not include the following types of development:
a Housing with 49% or less lower income occupancy, that is privately owned and is not
b. Housing that is privately owned, is not exempt from property taxation by reason of any
public ownership and utilizes land banking, property acquisition resale write down,
guarantees and insurance of private loans and other assistance not constituting direct
long-term financing from a public body:
exempt from property taxation (unless fully reimbursed to all taxing entities):
C. Housing that is developed for owner occupancy rather than rental occupancy;
d. Housing consisting of newly constructed, privately owned, one to four family dwellings not
e. Housing that consists of existing units leased by a state public body from a private owner;
f. Rehabilitation, reconstruction or replacement of an existing low rent housing project.
located on adjoining sites:
and
Public body involvement limited to these types of housing developments would still help provide low- and
moderate-income housing and would not be subject to the Article XXxlV election requirement.
Not all activities carried out by public bodies can be defined as 'development, construction, or acquisition'
of a low rent housing project. me meaning of 'develop, construct or acquire' would not be applicable
if the agency's involvement in providing low- and moderate-income housing is limited to offering the
following incentives and concessions:
a Reducing or waiving of planning fees, building plan check and permit fees, or street
b. modifying or reducing development standards;
d. pass through of land.
dedication or infrastructure improvements:
C. granting density bonuses: or
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me California Supreme Court in California Housina Finance Aaencv v. Elliot (17 Cal.3d 575 I
concluded that whenever a public body very extensively participates, or assists in not only makin!
rent housing project possible but also fully r'egulating the project so that the result is that the govel
is essentially the landlord, the matter will be subject to the Article XXXIV election requirement 1
public body that grants a loan for a low rent housing project and the loan is conditioned on
government agency requirements such as review and approval of plans, project financing, operati
maintenance standards and occupancy would generally constitute development and constructior ,
housing project and fulfills the criteria for applicability of Article XXXIV.
Any mortgage revenue bond issued or direct financial assistance given by a public body to assis
development of a low rent housing project would necessitate an Article XXXiV election if thest
criteria are also met.
On November 4, 1980, the following measure (Proposition X) was placed on the Carlsbad ballot fc
approval.
'Do the qualified electors of the City of Carlsbad, pursuant to Article XXXIV of the
Constitution of the State of California, approve the development, construction, and
acquisition of low rent housing projects by the City of Carlsbad, or other Citydesignated
public agency, not to exceed 250 total units on scattered sites throughout the City to
provide living accommodations for low-income senior citizens?'
Carbbad voters approved this Article XXXIV referendum to allow no more than 250 units of senic
income housing. However, this authority has not yet been exercised.
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CONSTRAINTS: STAFFING
Constraints to housing opportunities may also include insufficient staffing. Federal, State and Local regulatory procedures often call for substantial review of development prior to construction. Staffing to
fulfill current requirements and for additional regulatory procedures must be identified as a constraint for
housing if sufficient staffing to meet processing goals and time lines are not allocated. Community
Development activities such as Planning, Building and Engineering functions are impacted by the pace
and magnitude of development In addition, as the administration of housing programs are a function of
the City’s Housing and Redevelopment Agency, creation of additional low-income housing opportunities
and the administration of them, may require additional staffing.
Review of the City’s previous element has shown that a variety of programs were never effectively implemented due to the increased staff time required for additional housing programs. Future programs
that add additional administrative tasks to staff will also fail to be implemented if sufficient staffing time is
not available to administer additional housing programs.
MITIGATING OPPORNNIZlES:
Insufficient staffing and under-budgeting of positions in City Oepartmems may also act as constraints to
housing. Implementing programs to increase affordable, or the production of low income units, are
dependent on adequate staffing. Frequentty these programs are prioritized below other administrative and regulatory tasks and as such are not implemented on a timely basis. Housing programs that require
more administrative and managerial time may result in a need for more staff for it to be effective.
The City may need to allocate additional financial resources to assure sufficient staffing for housing
programs.
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NON-GOVERNMENTAL CONSTRAINTS
Constraints that are usually beyond the local jurisdiction to control are labeled as ngn-gwen
constraints. Several of these constraints are defined at the State and Federal level but n
addressed by the local jurisdiction sometimes under guidelines that are detrimental to the cons
of housing.
CONSTRAINTS: FINANCING
Financing is a key component of housing development. Financing can be broken down into '
categories: takeout (construction), and permanent (mongage). Construction financing is usuall*
term in nature and is used for acquisition and development of property. Mortgage or permanent fir
is the long-term financing of the project. This debt usually buys out the construction financing
serviced by income received from rents or sales.
If 'financing, either takeout or permanent, is not available for any of the reasons listed belo
construction will not occur.
Recent developments in the banking and financing industry have had substantial impact
development of both mutti and single family housing. Several recent events have had major eff
the supply of money that has traditionally been used to finance affordable housing. .
The 1986 Federal Tax Reform Act substantially changed the rules for real-estate investment with p:
investment in muiti-family development. This has had the effect of reducing the amount of
availabte for multi-family construction.
1989 Federal Savings and Loan Act restructured and added new regulations to the Savin!
Loanflhrift Banking Institutions. These changes limited (1) the amount of money that could be lenl
borrower, and (2) mandated extra capitalization reselves for all Savings and Loans as a ratio to
lent. (This has had an impact on the ability to acquire money for acquisition and development
permanent financing.) Impacted the hardest were multi-family builders and small development
units) companies who usually only used one or two tending sources for their developments.
AVAllABlUN AND USE OF PUBUC FINANCING.
Funds that are available through Federal, State, and Local sources are referred to as public in
These funds are usually made available at below market (private) interest rates for purposes of pr
low-income housing opportunities. These funds are not widely available and are restricted in th,
With the decrease in private market financing for multi-family development, the demand for this fir has grown. Competition for these funds is high and availability is not always consistent,
regards to multifamily construction, Recent legislation has reduced tax benefits normally associal
The additional constraint to using government financing is that of restrictions of use and
administrative burden that sometimes accompanies these funds. Many cities have chosen not to cc
for these funds as they do not have the administrative capability to manage them.
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CURRENT RATES
Table 49 below contains July 1990 rares for construction and mortgage loans for several major banks.
The effects of mortgage rates on housing affordability is indicated in Table 48. Table 50 shows the prevailing rates of some government sources of funds.
TASLE 48
THE EFFECTS OF CHANGES IN INTEREST RATES ON THE COST OF A HOME LOAN.
I ~~ ~~~~-~~~ ~ I I 1 LOAN AMOUNT - 8% - 9% - 1 0% 11% 12% I c I
j60.000 $440 $483 $527 $571
$30,000 $587 $644 $702 $762
$1 00.000 $734 $804 $878 $952
$1 20,000 $880 $961 $1 053 $1 143
$1 50,000 $1 100 $1 207 $1 31 6 $1 428
$200.000 $1 467 $1 609 $1 755 $1 905
$61 7
$803
$1 028
$1 234
$1 543
$2057 L I
TABLE 49
: 2 ~ ~~-
MORTGAGE [NTEREST RATES
Fixed Rate First
MaX
Lender Int Rare .& - Pts Year - Loan
Wells Fargo 10.25 10.53 2.0 30 $187,450
Security Pacific 10.125 10.40 2.0 30 $187,450
Fixed Rate Seconds
Far West 10.75 11.16 2.0 15 $93,725
Hearriand 11.125 11.54 2.0 1s $93,800
Adiustable Rate First
Int Rate Neg Max
Lender - Rate & - Pts - Index Marnin kii -Rate
Union Bank 8.625 10.97 12.5 1 YTB 2.60 6 Mo No 13.75
Wells Fargo 8.75 11.3 1.75 6 MTB 2.75 6 Mo No 14.0
Source: %n Diego Union - July, 1990
SANDAG (page 10s)
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I Table 50 contains the cost of funds by several governmental sources.
1. TABLE 50
MONEY RATES AS OF 12-20-90
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Prime Rate 10%
Federal Funds Rate high 7 5/16% (-), low 7 3/16%(-)
LABOR 8 1/8% (+) one month
7 13/16% (-) three months 7 5/8 (-) one year
Treasury Bills 6.86% (-1 13 weeks, 6.74% (-) 26 weeks
Freddie Mac 30-year f~ed/30-day delivery 9.63% (-)
Fannie Mae 30-year fueU30-day deliver 9.53% (-)
11th District COF For December '90 8.05% (+I
The above key rates are a general guide only, they should not be used for actual transactions and
warranty to their accuracy is rendered.
Source: tin Walton, First Glifornia Morrgage
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MITIGATING OPPORTUNITIES:
Financing constraints may be overcome by several financial tools available to create more affordable
housing,
MORTGAGE REVENUE BONOS
These are bonds sold by the City to create a pool of money for subsidized mortgages. The bonds are
serviced through a return rate on the mortgage or resold on the bond market The up-front cost of
issuing bonds are prohibitively expensive for a small issuing. To reduce the 'up-frorV cost of the issuance
of a Mortgage Revenue Bond that will cover only a small amount of mortgages that a city may wish to
offer, many cities have formed pools in a cooperative effort to spread the up-front cost among several
cities or housing authorities. Mortgage revenue bonds can be issued for mutti-family or single famdy
developments, but multi-family bonds have become less in demand and more difficult to issue due to
recent changes in the tax code.
PUBLIC FINANCING
The State Housing and Community Development Agency, and HUD offer ConStruCtion, rehabilitation, and
permanent financing as low as 370 to qualified applicants such as housing authorities or private not-for- profit developers. These Funds are competed for based on participation of other funding s~u~@ ad
local need. A brief list of these programs is listed below:
Federally funded rehab and construction programs;
Section 202 Direct loans for elderly and handicapped housing.
Seaion 502 Rural home ownership assistance.
Section 51 S Rural rental housing assistance.
Section 17 Rental housing rehabilitation.
Section 317 Rehabilitation loans.
Housing and Community Owdopment Ad 8lock Grants.
Famity Housing Oemonstration Program (HCD)
Home Mortgage Purchase Program (CHFA)
Prodevelopment LOM Program (HCD)
Rental Housing Construction Program (HCI))
State funded rehabilitation and construction programs;
Rental Housing Mortgage LOM Progrnm (CHFA)
SeH Help Housing (CHFA 6 KO)
A8 665 (1982) Bonds - Renter occupied construction
Funds authorized by the Mark-Furon Residential Rehabilitation Ad and SB 99 -
California Energy Conservation Rehabilitation Program
Homm Ownership Mortgage Bond Program (CHFA)
Home Ownership Assistance Program (HCD)
Maiching Own Payment Program (CHFA)
Natural Disaster ASsistance Program (HCD)
Non Profit Housing Program (CHFA)
Fannworker Housing Grant Program (HCD)
Mobilehome Park Assistance Program (HCD)
Stat. Legalization Impact Assistance Grant Program (HCD) State/Local Multifamily Program (HCD)
Federal Emergency Shelter Grants Program (HCD)
Senior Citizen Shared Housing Program (HCO)
Oefarred Paymertt Rehabilitation Loan Fund (HCD)
New construction
This list of financial and assistance programs is not all-inclusive, and many programs may not have
funding availability at this time. It is important that the City familiarize itself with the application -process
and availability of these funds.
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LOW INCOME PERMANENT FINANCING
A consortium of banks and savings and loans has formed an organization (SAMCO) designed t
private below market permanent financing for low-income projects. This organization, based in San
is a prime source for below market financing needed for low income projects.
COMMUNITY REINVESTMENT ACT
This Act requires lending institutions to report on their lending activities and how they meet the nc
the community. Lending institutions may face official sanctions for not meeting performance goals,
may have a program to evaluate an institution’s lending practices for its community. It may imp
from lending institutions who have not made adequate mortgage or construction financing loans
community.
own sanctions, These sanctions may include withdrawal of funds by the City, or cooperating busir
REDEVELOPMENT SET-ASIDE FUNDS
Currently State Law required that 20% of tax increment returns be set aside for low-to-moderate i
housing. This is a good source of gap funding or equity positions the City may wish to pwticipate
qualified low income residential projects.
COMMUNITY DEVELOPMENT BLOCK GRANT FUNDS
The City of Carlsbad uses the Federally entitled grant funds to support a wide range of servic
programs that benefit the community’s lower and moderate income households. CDBG funds r
used for housing purposes in the acquisition of land using these funds and in the funding of rehab
and preservation programs. The CDBG funds may also be used to fund a wide range of planning !
and programs which will benefit low and moderate income households.
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CONSTRAINTS: PRICE OF UNO
The price of land van‘es depending on location, improvements and use. The cost of land in C-bad is
a prime constraint in providing affordable housing opportunity. Carlsbad contains a significant amount
of land with coasZal views; a premium that is added to the cost of land. In addition location factors such as proximity to freeway access, public facilities, and intangible factors such as image and quality of life
contribute signficantiy to demand and price. The cost of improving the land, grading and added
infrastructure also contributes to the final costs. Carisbad has a considerable amount of land locared in
hilly topography. The added costs of grading required as well as the additional engineering and improvement costs are greater as opposed to fiat level land. Costs associated with land have traditionally contributed to around 40 percent to the cost of a home. In Southern California the price of land and its preparation sometimes may be as high as sixty percent. The prica of land is also determined on the number of units that the land may yield after constraints such as topography, enirironmental constraints
and density are factored in. The actual yield may be far below the allowable densty. Land prices in . Carlsbad vary substantially. Undeveloped vacant land with varied topography and no improvements is
approximately $100-250,000 an acre, with coastal view land slightty higher, Infill residential land, with dl
improvements may run as high as $1 million an acre depending on location and density. The added
value and price of land in Carfsbad has severely limited market-rate financed construction for lowincome
households.
MfTIGATlNG OPPORTUNlTIE S:
Land prices are generally determined in the market place. As such. the availability of non constrained developable acreage suitable for residential devejopment is higher in areas closer to significant employment centers and areas with significant desirable attributes, i.e., coastal vs. inland. Carlsbad has
substantial acreage that falls within these attributes. Land pricing is also a factor of yield or return. Land costs are also determined on ’how much’ or yield of development that can occur upon a specific property. This yield is a product of the General Plan Oenslty which often determined housing product type, infrastructure or the amount of acreage needed for public improvements, net developable acreage and
general market conditions.
Final land prices are determined by how much (if any) entitlement are secured for the land. This is
important if the land is sold and cunentiy undeveloped but has secured entitlement to build.
Price can be affected by knowing there are considerations such as low income housing that need to be included in the project. This may affect the project pro-forma and the selling price of the property may
’be adjusted to compensate for this.
Other techniques may be used to supply land at reduced prices. These include:
IMMINENT DOMAIN/FRIENDLY CONDEMNAllON
To assure an adequate supply of housing in all income ranges a city may choose to acquire suitable
property to assure this need is to be met. Property acquired through friendly eminent domain proceedings is subject to fair market value but substantial tax benefits may accrue to the owner of the parcel. Property that is acquired by this method through ‘friendly’ negotiations usually arrive at an equitable disposition and the property may be acquired at a below market price.
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LAND BANKING
Land that be acquired or purchased that may not be currently used for housing but may be
entitlement at a future date, could be acquired by the City. This land could be resold with entitfemc
a non-profii developer at a reduced price to provide housing affordable to lower income houset
Land may be accepted as an in-lieu contribution for an inclusionary housing requirement.
purchased or contributed for the purpose of residential construction must be suitable for the appro
density.
GOVERNMENT/PUBLIC LAND
Surplus property that is owned by the City or another public entlty can be acquired to provide poi
housing opportunities for lower income households. Surplus property is then passed on to a devt
at a negotiated reduced price in exchange for a requirement for more housing affordable to target in
groups.
CONSTRAINED ACREAGE
Developable acreage that is constrained due to government control, may be utilized to increase yi
developable acreage. Currently Carlsbad does not give density credit to acreage that is constraine
to severai factors. Density credits may be given to this land and transferred to an adjacent prope
the purpose of low income housing.
CONSTRAINTS: COST OF CONSTRUCTION
Construction costs may contribute significantly to the affordability and cost of housing. Factor
contribute to construction costs are referred to as 'hard costs' and typically refer to labor and mat'
Soft costs are typically a developer's overhead, and carrying costs on acquisition or construction 1
Carrying costs are asspciated with finance and lending constraints as well as processing times as re
to earlier in this section.
LABOR
Labor costs are significantly higher in the southern California region than averages nationwide for :
employment. The prevailing wage for construction is $1 2.00 - $22,00 per hour average depending 01
experience, and labor union affiliation.
AVERAGE CONSTRUCTION COSTS
COST PER SQUARE FOOT
The cost per square foot for construction is a general average for the San Diego Region. This ma
from builder to builder based upon a number of factors. The average residential construction co square foot is indicated:
Multi-Family $38.00 - $45.00 per square foot
Single-Family (detached) $50.00 - $56.00 per square foot
Single-Family (anached) $48.00 per square foot
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MITIGATING OPPORTUNITIES:
Costs of construction in this section refers to labor and materials. The typical labor rate for construction
workers depends upon the level of skill associated with the job, whether it is union or not and the
availability of construction workers.
Opportunities exist for reduction of costs associated with construcrion. These include, but are not limited
to:
FACTORY BUILT HOUSING/MANUFACTURED HOUSING
Using new technology, manufactured homes may represent new shelter opportunities in the low ad
moderate income range. Some of the housing Construction is conducted offsiie and transported to the
construction site. A fast growing alternative to onsite development, construction-of flooring and framing
is done in computer controlled factories and then transported onsite for assembly. Estimates on cost
reductions using these methodologies may be as high as 30%. The City could encourage developers
to take advantage of these type of programs. The product is identical in appearance to custom onsite
stick built single family or muitifamity product.
Residential-manbfactured home development(R-MHD) are residential developments that have
characteristics common to both multi-family and singlefamily neighborhoods. R-MHO are income
producing properties as are multi-family complexes, but individual detached manufactured homes in the
development are owner occupied. Home owners enter into a long-term lease with the partnership or
corporation(which may be owned by the tenants) which manages and maintains community infrastructure.
R-MHD are typically pegged to area apartment rates. The lifestyle and denslty patterns are decidedly
single-family in nature. R-MHO compete in the shelter market between multi-famity and condominium.
DEVELOPMENT STANDARDS
Oevelopment standards, either modified or as part of administrative policies, sometimes add extra cost
because of additional materials required and extra labor. A significant reducrion -of costs from a
modification or waiver of the standards can be attained and passed on to the savings of the unit for low-
income housing.
CONSTRUCTION MANAGEMENT
Development of affordable and low cost housing is sometimes accomplished through special construction
management techniques. Companies that specialize in low cost housing utilie these special
management techniques to cut costs. In any low income development. this should be a requirement.
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ENVIRONMENTAL CONSTRAINTS
The City of Garfsbad faces several major environmental constraints. These constraints are outlined
in this section.
These constraints may be significant in that mitigation measures may include restriction on develc
that would reduce the net developable acreage in Carlsbad.
CONSTRAINTS: ENDANGERED SPECtES
Currently there are several species of flora and fauna that have been assessed as being endangc
survival. Under the Federal Endangered Species Act which was designed to prescribe species tt
be threatened with extinction, the federal government may supersede local authority to preserve
of the endangered species including moratoriums or restrictions on local development ur
management or mitigation measure is identified or implemented.
Currently there are several species of floral and fauna that are listed on the State and federal enda
species list.
These are indicated in table 51.
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TABLE 51
THREATENED and ENDANGERED SPECIES COMMON TO THE CITY OF CARLSBAD
Sensitive Carisbad Plan Species: StattvFed. Stanu
(I) Aunrhomintha ilidofolia (Sari Diego Thorn Mint) CE c1
(3) Dudlcya vixida (StiW Dudleyal - Cl Nore: The following phna haw a high potential for occurrence in any Carlsbad Coastal Mixed Chapanal.
(4) Comarouaphyiu diversifolia v. diversifolia . (5) Comhrogyne filaginifolia v. linifolia a
(6) Baahark vanusae (Enanitas bacchacis) CE Cl
Note: Species I, 2, 5, and 6 will probably be listed within a year.
(2) Bdbea Iilifdia Frrad-kaved Brodiaea) CEa
. Sensitive Carisbad Repdk Specia:
(1) Cnemidophonu Hyperythw (Orange Throated Whiptail)
(2) Phrynosoma coronarum (Coast Horned lizard)
(3) Thamnophis hamondii (Two-sniped Caner Snake)
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Sensitive Carisbad Bird Specia:
(1) Polioptila melanun California (Calif. Gnaratcher) c2
(2) Vim belii pusiilus (Least Bell's Vireo) . CEFE
(3) Sterna antillarum bruwni (Calif. Least Tern) CEFE
Note: Spck number one will probably be listed (Federally Endangered) wirhin rwo Y~K.
Status Definitions:
e (I) CE - California Endangered
(2) FE - Fedenl Endangered
(3) Cl - Candidate for Fedd EMijngd Sp'u srafus. Enough informarion is on file to suppon the listing d the
(4) C2 - Can date for Fedenl Endangered Species stiltus. Mom infomarion on chis speci~ is needed 10 support a listing.
Source: Siln Diego 5idimity project, Sensitive Species Wirhin Grtsbad Ciry timiq August, 1990.
Speaer.
The most significant species list in Carlsbad is the California Black-Tailed Gnatcatcher. This bird has been
requested to be officially listed as an endangered species. A Significant amount of its habitat (coastal
sage scrub) is prominent in undeveloped areas of Carlsbad and the coastal region. If the gnatcatcher
is listed as an endangered species and there is no mitigation plan, major undeveloped areas of the City
would be closed to further development.
MITIGATING OPPORTUNITIES:
Potential exclusion of development for the project protection of endangered species may be avoided
by the appropriate state, federal and local agencies.
Currently Carlsbad is preparing a management plan for the California Gnatcatcher, a species that may
or may not be placed on the endangered species list. This plan would provide an in-depth study as to
the habitat, number and location of the species, mitigation efforts and a monitoring plan. If implemented,
development could possibly proceed providing that mitigation efforts were acceptable and provided for
that development.
This plan could be a bench-mark to provide acceptable management and monitoring plans for other
endangered species of flora and fauna.
should a management plan IO mitigate the effects of development be adopted by the City and approved
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In
I CONSTRAINTS: DROUGHT AND WATER SUPPLY
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Climatological factors such as drought conditions may constrain housing, both in construction ant
term availability
CONSTRUCTION Water reserves in a region drop and conservation becomes necessary as mandated in various
alerts, construction grading becomes a low priority and is sometimes halted. This may push construction scheduled and add additional costs to housing. ' I LONG TERM AVAILABILITY.
I Long term availability of water is allocated on a state and regional level and is sometimes beyor
purview of local municipal governments. On a city's jurisdiction may provide restriction in develol in the long term if in coordination with local water authorities.
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MITIGATING OPPORTUNITIES:
Water conservation efforts in developments that would significantly reduce water consumption rate be included as an incentive for low cost housing for future housing developments.
The use of water saving appliances and increased xerophytic landscaping that are consisten compatible with the City's Landscape Standards should be encouraged with ties to incentives fc income housing production. Xerophytic landscaping may be substituted for normal 'lush' landsc. standard for low-income projects.
Water conservation would also be encouraged by requiring the use of redaimed water for gr
purposes during construction periods.
Additional incentives for development may be given if water conservation fixtures and appiiancc utilized in new construction.
Retro-fitting of existing housing units with water conserving appliances or fixtures should be encour
During times of water alerts and shortages, retro-fitting and the savings produced may allow resia development without a net increase in water consumption.
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CONSTRAINTS: TOPOGRAPHY
Topography is sometimes a key constraint to housing development, as it removes significant acreage in
the city from development and contributes to the land prices. Cartsbad, through an adopted Hillside Development Ordinance, does not allow significant amounts of grading without required regulatory
permits.
Land that has slopes of over 40% is precluded from calculating densfty on the site. Slopes under 4096
and greater than 25% are allowed one half of the site's denslty. Cdsbad has over 5,000 acres that are constrained topographically. Hilly land that is allowed for development has significantfy more costs
associated with its improvements than flat level land. These cost are usually passed on to the home
buyer or renter.
MITIGATING OPPOR'TUN1TIES:
The City in order to achieve development compatible with the community and preserve unique scan&
qualities of hillside topography has developed a hillside ordinance. Provisions of this ordinance calls for
no residential development on hillsides with slopes greater than 40%. On slopes with density greater than
25% but less than 4046, density is reduced by one half. A possible incentive for low income housing would be a density credit in hillside acreage of slopes greater than 25% or less than 40%. This would increase the yield of low income units over what normally could be provided, especially with developments in hillside areas.
The crty may make in-kind contributions to on/offsite improvements to lower the cost and pass it on. These contributions should be offered as an incentive especially to lower income housing.
CONSTRAINTS: SENSlTiV.E HABITATS
Carhbad has three coastal lagoons. These lagoons contain a significant amount of migratory birds and oiher unique flora and fauna Preservation of these habitats is a key goal in land decisions by the City. Sensitive wetland and riparian habitat may also significantly impact development.
MlTlGATPJG OPPORTUNlTIES
me City currently has several sensitive habitats. These indude three lagoons, Buena Vista, Agua
Hedionda, and Batiquitos. In addition, the City has several watercourses and accompanying riparian habitat. These lands are part of acreage that are adjacent to or within lands that have the potential to be developed within the next decade.
Currently identified sensitive habitats are listed as constrained lands and not developable. This does not affect the net developable acreage as indicated in the Vacant Land Inventory which removes this acreage as constrained lands. Preserving this habitat is essential to other land use and quality goals the City has
set. Opportunities to preserve these natural settings as identified through environmental assessments
and other means, may be enhanced by providing density credits on developable residential acreage on these sites if the increase in density would achieve a housing element goal for low income housing needs.
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CONSTRAINTS: COASTAL ZONE
Currently a significant portion of undeveloped acreage is situated in the State designated Coast;
"areas. Development activities of significant impact must be approved by the California (
Commission in addition to local approval processes. Often, to protect coastal resources Sigi
changes or reduction in residential unit yields or densities are required for project approval.
requirements may significantly affect production of lower income units in coastal zone areas. C;
has additional regulatory policies to preserve agriculture and scenic resources contained in it
Coastal Plans approved by the State.
Until this revision of the Housing Element, the City of Carlsbad had mistakenly believed itself to be 1
from portions of Government Code Section 65588 and 65590 (collection of Coastal Zone housinl
pursuant to Public Resource Code, Division 20 Section 30519.1. The City now understands that
fully implement these Governmental Code Sections. Specifically, the City must collect and report I
Zone housing data including, but not limited to, the following:
1) The number of new housing units approved for construction within the coastal ZOI
January 1, 1982.
defined in Section 50093 of the Health and Safety Code, required to be provided
housing developments within the coastal zone or within three miles of the coast;
3) The number of existing residential dwelling units occupied by persons and familie:
or moderate income that have been authorized to be demolished or converte
4) The number of residential dwelling units occupied by persons and families of
moderate income, as defined in Section 50093 of the Health and Safety Code, th
been required for replacement or authorized to be converted or demolished as id
in paragraph 3). The location of the replacement units, either onsite, elsewhere wi'
locality's jurisdiction within the coastal zone, or within three miles of the Coast;
within the locality's jurisdiction, shall be designated in the review.
2) The number of housing units for persons and families of low or moderate incc
January 1,1982 in the coastal zone pursuant to Section 65590 of the Governmen
After researching the matter, the City believes that it is not now possible to recapture the c
particular, regarding affordability) from previous years. It is possible to conclude that due to the
adoption and implementation of the Growth Management Ordinance, only a few housing units hat
constructed within the coastal zone in the recent years. In addition, we believe that .very few
affordable housing units within the coastal zone have been demolished or converted sina
Realizing our responsibility, the City will henceforth monitorand record data on housing units cons
converted, and demolished within the coastal zone, as indicated in Housing Element Policy 26.
MlTlGATlNG OPPORTUNITIES:
Although the City's current coastal zone plan does not mandate low income housing as a prm
development as some plans do, opportunities using density bonus ordinances would be utilized in
zone development. Currently most of the City's existing low income housing stock is within th
coastal zone. Preservation and rehabilitation programs may be mandated and implemented throl
program. The city will also implement an inclusi'onary housing program for all master or specific g
communities, several of these communities are located in the coastal zone, there will be sig
contributions to the low income housing stock in the coastal areas through this program. Map C
the City's coastal zones.
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CONSTRAINTS: AGRICULTURE LAND/WILLlAMSON ACT
The City of Carisbad has a large amount of agricultural land (400 acres) currently that is under the
Williamson Act, which is designed to preserve longer term agricuitural land for that use. The City's policy is that agriculture will not be a long-term land use for the city and will eventually be phased out. These
areas have not been designated for future use as residential as it is primarily in areas not planned for
' residential development such as steep hillsides and airport impact zones.
MITIGATING OPPORTUNITIES:
The ultimate use for all agricultural land including lands under the Williamson Act will most likely be determined on the physical constraints and the market conditions at that time. Much of the land under tong-term agricultural preservation is not suitable for future residential development as there may be significant land use, Le., airport, environmental, coastal constraints. These constraints may include topography and the City's Growth management caps which limits the amount of total residential units at
build out.
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CARLS2 LOCAL COASTAL PROGRAM (L
SEGMEh
BOUNDARY 1c1
EAST BATIQUITOS LAGOON/HUNT u a WEST 8ATIQUITOS LAGOON/SAMMIS
REDEVELOPMENT AREA
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CONSTRAINTS: AIRPORT LAND USE PLAN
Carlsbad is home to the McClellan-Palornar Airport, a public general aviation facility. In 1970, the State
of California enacted a law requiring the formation of an Airport Land Use Commission in each county
containing a public airport Among the duties of this Commission is the formulation of a Comprehensive
Land Use Plan (CLUP). In san Oiego County the San Oiego County of Governments(SANDAG) has been
designated as the Airport Land Use Commission. In 1974 the original Land Use Plan for the McCtellan- Palomar Airport was adopted and in 1986 a revised plan was adopted. The plan was adopted to assist in ensuring compatible land use development in the area surrounding the McClellan-Palomar Airport. The
plan contains the Airport’s lnffuence Area, projected noise contours, clear zone, flight activity zone, land use compatibility matrix and recommendations. The significant restrictions to housing and residential development are within the Right activity zone and within certain projected noise contour levels. The flight activlty zone contains areas restricted from certain uses due to crash hazards. The projected noise
contour levels are used to quantlfy noise impacts and to determine compatibility with land uses, Noise levels are quantified based on a descriptor of daily noise level, the community noise equivalent level
(CNEL). The boundaries of these levels are defined as ‘contours’ and are depicted on the Airport Noise Contour Map, MAP 0.
The contour does not define a land area in which residential uses are unsuitable. Rather, the contour identifies an area in which mitigation measures may have to be utilized to reduce the impact of aircraft
’ noise on dwelling units other than single family detached.
State Noise Standards have adopted the 65 CNEL contour levef as the value defined as a boundary within which the noise environment is not suitable for residential use.
MITIGAT/NG OPPORTUNITIES:
me General Plan Land Use Map of the Land Use Nement of the General Plan for the City of Carlsbad shows the area around the McClellan-Palomar Airport as being industrial in nature, with Some agricuttural
uses. There are no residentially zoned lands and the Land Use Map indicates future Industrial and Open Space Use.
Although the area is primarily industrial there does exist opportunities for residential habitation. The PM zoning district of the City’s Zoning Ordinance allows multifamily residential development of up to 40 units per acre providing it serves with or is built in conjunction with adjoining industrial development Any multifamily development within the 65 CNEL is subject to a noise study and mitigation measures.
The area around the airport also allows commercial land uses that may include, hotels, motels or semi-
transient commercial housing structures such as Single Room Occupancy Hotels, Transient Shelters we
also allowed in Industrial areas with a conditional use permit.
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VACANT LAND INVENTORY
The City of Carlsbad has a substantial amount of vacant and developable residential land. This vacant land is itemized by General Plan land use category in Table 53.
Carlsbad has approximately 6621 acres of residentially designated land currently undeveloped or underdeveloped remaining in the city. Of this total remaining unconstrained residential acreage,
approximately 94 percent has a density of 6 units an acre and under. Of the remaining 6 percent, 390 acres have medium high density of under 12 units per acre and 60 acres, or one percent, af the remaining developable acreage has a density of 19 units per acre.
The total number of units that this acreage may yield according to its density limitations imposed by the
general plan and growth control point is indicated below.
TABLE 52
AcreagelUnit Yield
ACRES General Plan Density (Growth Control Point) ESTIMATED YIELD
OF UNITS.
1391.14 Residential Low (1 .O)
3431.35 Residential Low Medium (3.2)
1347.69 Residential Medium (6.0)
390.42 Residential Medium .High (1.5)
59.91 Residential High (19.0)
1391
10980
8086
4489
1138
6620.57 26084
I ~
The above-noted undeveloped residential acreage total (6,620.51 acres), is not completely accurate because all recent development approvals on previously vacant lands located within Local Facilities
Management Zones 1-6 and 19 have not been entirely accounted for. Despite this, the remaining buildout
capacity of 26,084 dwelling units, as shown on Table 52, is very close to the estimated remaining Citywide .
buildout capacity of 26,576 dwelling units. It is anticipated that additional acres of higher densrty land use designations (RH and RMH) will result from the use of the surplus units locatsd in the Citywide Excess Bank to increase site densities that will enable the production of affordable housing.
The City of Carlsbad also has additional acreage that is under-developed that is situated in built-out or
in-fill areas of the city. This area is predominantly in the Northwest Quadrant of the crty. These areas contains 3 levels of potential developable residential land.
The first level is vacant in-fill land which is land parceled in small lots within the older and built-up parts
of the city. This land is residentially zoned and designated for residential development in the General Plan
Land Use map.
The second level would be under-utilized land which contains parcels of land developed but not to their highest density.
The third level would be land that would be transitional in nature, commercial or industrial land that could
be utilized for mixed use or residential development.
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It is estimated that around 10 percent of the total developed acreage may fit into these categorie
would add approximately 700 acres to the existing vacant land. A unit yield would be difficult to es given the more stn'ngent development controls given to in-fill residential projects and the various de
that this acreage would be comprised.
The remaining vacant land and its present densities indicate that the yield of units in the 3 highest ( categories; RH, RMH and RM is sufficient to produce enough multifamily housing to meet the sp
year goals. Lower density RL and RLM, are primarily single family densities and can be used tl moderate and upper income category housing goals. The inventory does point out a diminishing a of RH (residential high) density remaining in the vacant and undeveloped areas of the city. How@ discussed within the General Plan Densities portion of Section 111 of this document (page 82), then exist in excess of 6,000 acres of undeveloped PC (Planned Community) and LC (Limited Control)
property within the City. In order to enable the development of affordable housing, the City is wil accommodate General Plan Amendments as necessary to increase residential densities up to 29 d on any PC or LC zoned property or any other residentiaily designated property (see Policy 3.7.h). is additional under-utilized higher density residential within the redevelopment and in-fill areas of tt This acreage may accommodate additional units at this density range. .
Under Growth Management guidelines the cw may allocate 'unused' units, from projects that haw
built under the Growth Management caps to special housing needs such as the need for lower-il units. General Plan amendments to increase densities for projects that meet this need, or, density
provisions to increase the yield of units above the growth control point can be achieved usir
acreage designated in the medium residential density range and increase density in the medium h high range. This would increase the amount of acreage in the higher end of the density range nc for multi-family housing and for special housing needs such as low-incomes housing. This stratc increase density would not add units and would keep within the Growth Management caps but reassign densities, if needed, to accommodate alternative housing types that need higher densitie5
as apartments or town homes. One adverse effect to this strategy would be to reduce the aVi acreage for mid-density housing such as small lot subdivisions that typically are needed for moc income housing.
The following maps show the remaining units to be built in each quadrant of the city. Map C sho\ status of the Local Facilities Management zones. The status for each zone is important as it deter how much acreage is available for development with appropriate facilities. Within the 5 year time for this housing element (1 991 -1 996) 22 of the 25 zones will be available for development. The rem; three zones may be available, but at this time no zone plan for facilities have been adopted.
available 'bank' of unused units. An additional strategy would be to decrease the density in
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114
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ENERGY CONSERVATION IN HOUSING DEVELOPMENT.
The Ci of Carisbad through the introduction of a new housing goal in creating a better jobs' hc
balance for the city, has instituted a strategy to encourage increased energy conservation thl
reducing distance between housing and employment. A secondary benefit is the reduction of vet
emissions and improved air qualii.
By reducing potential future commute time and distance for residents, conservation of energy partic
oil and gas, can be promoted. Reduction in distance and travel time may also reduce auto emissio
less commuting to work will occur. Encouragement of future housing in proximlty to existing and 1
transit and rail centers will be encouraged to reduce driving.
The City will continue the enforcement in Engineering and Building plan-check of the State TI
guidelines which include energy efficiency standards for new development. Additional use of el
saving appliances especially those built-in to new housing will be encouraged. The City will requ
lower-income projects that utilize City assistance or subsidy to be provided with energy efl
appliances.
Through cooperative efforts with local utilities, the City will encourage retro-fitting existing housing :
with appliances and fixture that will increase energy efficiency.
The City of Carlsbad currently has regulations in its subdivisions that require where possible that f
subdivisions take advantage of solar orientation to reduce heating and cooling costs.
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CITY OF CARLSBi
CONSOLIDATED STRATEGY & PLl
I
APPENDIX C
Federal Program Resources for Housing and Community Development
Appendix C: Federal Program Resources Page 2
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
This page is intentionally blank.
Page 214 Appendix C: Federal Program Resources
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CITY OF CARLSBA
CONSOLIDATED STRATEGY & PLA
APPENDIX D
State and LocaI Resources and Programs
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i Appendix D: State Resources Page 2
~11 r ur LAIUSHAU
CONSOLIDATED STRATEGY & PLAN
This page is intentiody blank.
Page 226 Appendix D: State Resources
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CITY OF CARLSBl
CONSOLIDATED STRATEGY & PLI
CALIFORNIA HOUSING REHABILITATION PROGRAM - OWNER COMPOh'ENT
(CW-0)
Fwpcm: Rehabilitation of substandard homes owned and occupied by lower-income households.
-: The program provides loans at three percent (3 5%) simple interest on the unl
principal balarre. Loans generally carry terms of five years and can be extended, providing that the housek
is still eIigible, for additional five year periods. An exception is that loans to elderly households are repai
time of sale or transfer.
: Rehabiitation required to bring a home into compliance with the California Health
Safety. Code including: repair of code violations, improvements to ensure handicapped accessibility; r(:
additions; and general property improvements.
At least 20 percent (20%) of the CHRP-R funds must be awarded to rural areas.
EJlglhle: Local government agencies and nonprofit entities sponsoring owner-occupant hous
rehabilitation projects.
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la -: Applications are accepted on a continuous basis.
AuihmiQ: Health and Safety Code Section 50660 et seq., Statutes of 1979 and 1988, Chapter 34.
fhtact: Project Development - Manager, CHRP-0, (916) 323-3178.
Monitoring completed projects - Loan Management, CHRP-O, (916) 445-6853.
Appendix D; State Resources Page 22
CI'I'Y UF cAKL3uIAI)
CONSOLIDATED STRATEGY & PLAN
CALIFORNIA HOUSING REHABILITATTON PROGRAM - RENTAL COMPONENT
(CHRP-R)
Ikpnse: Preservation and rehabilitation of unreinforced masonry multi-family units to increase the ability of
the structures to withstand earthquakes and rehabilitation or rehabilitation and acquisition of substandard low- income rental housing to bring the buildings into compliance with the California Health and Safety Code.
& T-: Loans carry an interest rate of three percent (3 96) simple interest. Loans are
for a minimum of 20 years for rehabilitation only, and 30 years or more for acquisition and rehabfitation or
refinancing and rehabilitation.
When funds are used for the seismic rehabilitation of unreinforced masonry structure, seventy percent (70%)
of the assisted units must be occupied by low-income households. When funds are used for the health and safety
rehabilitation of rental smctures, all assisted UDits must be occupied by low-income persons.
The minimum number of assisted units is the number of units occupied by low-income households at the time
of application. The rent for assisted units is restricted by a regulatory agreement.
At least 20 percent (20%) of the CHRP-R funds must be awarded to rural areas.
-: Rehabfitation inchading seismic rehabilitation, code violation rehabilitation, conversion from
mn-residential to residential use, or re-construction. Eligiile projects include single-family or mulri-family rental
dwellings, residential hotels, mixed residential and commercial buildings, mixed owner-occupied and rental
buildings, group homes for persons in need of specii services, congregate homes, and limited equity
cooperatives.
-: Local Government agencies, for- and nonprofit organizations, and individuals.
7: Applications are accepted on a mnlinuous basis and rated and ranked at least quarterly.
AuthwiQ: Health and Safety Code 50660 et seq., Statutes of 1979 and 1988, Chapter 1103.
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Page 228 Appendix D: State Resources
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CITY OF CARISBA
CONSOLIDATED STRATEGY & PLP
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CALIFORNIA HOUSING REHABILITATION PROGRAM - RENTAL COMPONENT
(CHRP-R)
Cnntad: Project Development - Manager, CHW-R, (916) 445-6501,
FAX (916) 327-5942
Monitoring of completed projects - Loan Management
CHW-R (916) 445-6853.
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Appendix D: State Resources Page 2
CITY OF CARLSBAD
CONSOLIDATED STRATEGY & PLAN
EMERGENCY SHELTER PROGRAM W)
E!wgme: Provide emergency shelter for homeless individuals and families.
of Asisfmx: Grants. Each county receives a grant allocation. Twenty percent (20%) of total
allocation is made available to non-urban counties.
EJgddfA '. 'I* i: Rehabilitation, renovation, expansion of existing facilities, site acquisition (including lease
or purchase of an existing site or facility), equipment purchase, vouchers, operational costs, including but not
limited to ooe-time rent, direct and indirect client services and administration of the award (limited to no more
than five percent (5%) of a single award).
Ellglhle: Local government agencies and nonprofit corporations that shelter the homeless on an
emergency basis. It is a threshold requirement for eligibility that the shelter provide staff and support services
to residents.
: In some counties an authorized Local Board of shelter service providers may = applications for ESP funding. Final award determination is made by ESP. Where
no Local Board exists, applicarions are submiaed directly to ESP. Funds are awarded using a Notice of Funding
Availability (NOFA) process. Check with the ESP Program staff to determine where your application should
be submitted.
AuhrQ: Health and Safety Code Section 50080.et seq., Statutes of 1983, Chapter 1089.
cnntact: Manger, ESP, (916) 445-0845.
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Page 230 Appendix D: State Resources
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CITY OF CARLSBi
CONSOLIDATED STRATEGY & PLl
FAMILY HOUSING DEMONSTRATION PROGRAM OP)
Pym*c;e: Development of new affordable rental or cooperative housing that provides on-site support serv
for low-income families.
& Te-: 20 to 40-year, three percent (3%) interest, deferred-payment loan to decrc
construction and long-range operaring costs for CZcmmwQ or - which may be conventil
rental units or units in a cooperative.
cr, t@msing is a development of 20 or more units on one or more sites, The housing I
include a range of unit sizes. - is a new or rehabilitated large, multi-bedroom structure occupied by two to
such as childcare, cleaning and cooking. households. The facity provides common living areas. Occupants share household responsibili
For both Congregate and Community Housing, units must be .for very-low-income households, which is 5
of area median income. The number of assisted units in each project must be at least thirty percent (30%
the total number of units. Twenty to thirty pem (20%-30%) of the assisted units must be available for eldc
persons; the balance must be for families with children.
On-site support services must be provided and include, but not be limited to - child care, community roo
community laundry facilities, job training and employment opportunities.
To the extent feasible, not less than 20 percent (20%) of FHDP funds must be allocated to rural areas.
w: New c~nstructi~n, rehabilitation, or acquisition and rehabilitation costs for either congreg
or community housing developments occupied by low-income households. The units must be in projects 1
provide on-site support services such as, but not limited to, child care, job training, and employment servic
-: Local government agencies and nonprofit housing development organizations.
-: Awards are made available through a Notice of Funding Availability (NOFA).
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FAMILY HOUSING DEMONSJIWTION PROGRAM (FHDP)
A&m&y: Health and Safety Code Section 50880 et seq., StaNtes of 1988, Chapter 15.
Cnntad: Project Development - Manager, FHDP, (916) 327-2069
Monitoring of completed projects: Loan Management, FHDP (916 445-6853).
Appendix D: State Resources Page 2
"- - " ""wuu-
CONSOLIDATED STRATEGY & PLAN
FARMWOFUCER HOUSING GRANT PROGRAM (FWHG)
hqme: To provide owner-occupied and rental units for low-income agricultural workers.
-: Grants to assist development of various types of housing projects for agricultural
worker households. A match of at least fifty percent (50%) is required.
Grants for Owner & Homeowner New Construction & Rehabilitation - Lien restrictions are
required for twenty years. If the unit is sold before the tenth year, the full grant amount must be
repaid. Between years eleven and twenty, the grant is forgiven at a rate of ten percent (10%) a year
until it is fully forgiven after twenty years.
Rental Construction Grants - Lien restrictions for assisted units are required for forty years. If
assisted units are sold before the fortieth year, the grant must be repaid in full.
Rental Rehabilitation Grants - Lien restrictions for assisted units are required for twenty years. If
assisted units are sold before the twentieth year, the grants must be repaid in full.
e. &$&d&db: Any construction-refated cost in the development of housing for agricultural 'workers,
including land acquisition, site development, single family homes, new consrmction and rehabilitation,
apartments and mobilehome parks. FWHG funds may also be used for mortgage subsidies.
v: Local govermnent agencies, nonprofit coqmrations, and federally recognized Indian tribes.
Eligible beneficiaries of the grants are households with at least one member employed in or retired from
agricultural employment.
-: Applications are received and reviewed on a continuous basis.
AuhxiQ: Health & Safety Code Section 50517.5, Statutes of 1977, Chapter 927.
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Clantad: FWGG Manager, (916) 324-0695.
Page 232 Appendix D: State Resour&
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CITY OF CARLSBA
CONSOLIDATED STRATEGY & PLi
HOME INVESTMENT PARTNERSHIPS PROGRAM (HOME)
Purpe.: To assist communities and community housing development organizations (CHDOs) in activities
create or retain affordable housing.
e & -: Allocations of funds are awarded to applicants for local housing progra
Match is required for all activities and leverage is encouraged. The required term of assistance is depenc
on the activity funded.
Ellplble: HOME funds may be used for housing rehabilitation, new construction of hous
acquisition and tenant based rental assistance. All activities funded under the HOME Program must be1
lower-income renters or owners.
-: Generally, eligible applicants are cities and counties that do not receive HOME fu
CG, From lime to ti.m the Department may issue special NOFAs making funds available to all cil
counties and CHDOs in the State.
-: Funds are awarded on an annual basis to the State. The State awards these fi!
using a NOFA process. Applications are rated and ranked on a competitive basis and funded in rank order 1
all funds are mmmitied. If &re are not enough eligible applications to use the funds available a second NC
will be issued.
Authtdy: Health and Safety Code Section 50896 et seq., Statutes of 1992, Chapter 16.
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directly from the U.S. Depnt of Housing and Urban Development and CHDOs proposing activities in U
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I Ilnntatt: Manager, HOME, (916) 322-0356.
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I Appendix D: State Resources Page :
CITY OF CAKLYBAD
CONSOLIDATED STRATEGY & PLAN
OFFICE OF MIGRANT SERVICES (OMS)
Purpm: To provide safe, decent, and affordable seasonal housing and support services to migrant farmworker
families during the peak harvest season.
e & Term of Asskhnce: The State contracts with local entities to operate OMS centers located in
communities throughout the state. Counties and grower associations generally provide the land for migrant
centers as an in-kind contribution.
Construction financing for new centers is provided by two sources - the U.S. Department of Agriculture
Farmers Home Administration'(FmH.4) and Proposition 84 OMS bond allocations.
Fund sources for reconstruction and rehabilitation of existing centers include the California Housing Trust Fund,
the State Community Development Block Grant Colonias Setaside (See pages 18 & 19) and the Department of
Economic Opportunity California Energy Conservation Program (CECRP, see page 22).
Operation costs for the state assisted centers are paid from the State general fund and from rental income
receipts. .. . .I F,lrmhle: Construction, expansion, rehabilitation and operation of migrar~ centers.
-~oolicants: Local government agencies, housing authorities, nonprofit corporations, school districts
and health agencies. .. -: Funds for operation and rehabilitation of existing centers are budgeted on an annual
basis. Requests for Proposals for new bond-funded construction projects are issued when hds are available.
w: Health and Safety Code Section 50710 et seq., Statutes of 1981, Chapter 1165; Statutes of 1985,
Chapter 967; Statutes of 1988, Chapter 112.
!lmtaCi: ' Development of Bond Allocation assisted Centers: Manager OMS, Bond Projects, (916) 324-
0695
Development of non-bond assisted Centers and management of all Centers: Program
Manager, Monitoring and Management Unit, (916) 327-3712.
Page 234 Appendix D: State Resources
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I CITY OF CARLSBh
CONSOLIDATED STRATEGY & PL,!
PERMANENT HOUSING FOR THE HANDICAPPED HOMELESS BH) I
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Pwpse: On behalf of community organizations providing affordable housing for the disabled homeless,
Department will apply to the U.S. Department of Housing and Urban Development (HUD) for project fundi
& T-. Grants of up to 50% of total project costs. Matching funds of at least 50% n
be provided by non-federal sources. When available, funds from the Housing Rehabilitation Loan Fund I
be used by eligible applicants as a portion of the required match. Projects using combined funds must confa
to both HUD and HCD requirements.
-: Facility acquisition, rehabilitation, and operations for multi-unit and group home proje
developed for the disabled homeless.
-: Private nonprofit organizations and public housing agencies.
-: When HUD announces that funds are available, awards are made using the Reqt
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For Proposal process.
AutbiQ: PH is administered by the Small Federal Programs Unit. Funds are authorized by the Stewarl
McKinney Homeless Assistance Act of 1987.
I Cmtact: 'Manager, PH, (916) 445-6000.
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~11 I ur bmr3uw
CONSOLIDATED STRATEGY & PLAN
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Page 236 Appendix D: State Resources
I CITY OF CARLSB
I CONSOLIDATED STRATEGY & PL
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APPENDIX E
City of Carkbad Housing Program Summary
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I Appendix E: Housing Program Summary Page 23
v11 I dr LWOXPILU
CONSOLIDATED STRATEGY & PLAN
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Page 238 Appendix E: Housing Program Summary
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HOUSING PROGRAM SUMMARY
HOMEOWNERSHIP
0 RENTAL
MOBILE HOMES
A
This pamphlet provides basic information about assistance opportunities for homeowne
from a number of sources. Changes in some of these programs take place frequently and prc
specifics should be obtained from the source.
rental housing and mobile homes. It includes brief summaries of financing programs av:
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TABLE OF CONTENTS
PAGE
HOMEOWNERS LENDING PROGRAM .........................
CHFA - California Housing Financing Agency ...............
CHBP - Community Homebuyer Program ..................
NAP - Neighborhood Advantage Program ..................
PERS - Employees Retirement System and
STRS - State Teachers Retirement System .............
MCC - Mortgage Credit Certification Program ...............
PROGRAMS AVAILABLE TO RENTAL HOUSING ..................
FHP203KProgram .................................
Multi-Family Housing Bond Program .......................
The Affordable Housing Program (AHP) ...................
The State of California Rental Housing Construction
Federal and State Low-Income Housing Tax Credits ...........
Program (RHCP) ................................
The Savings Association Mortgage Company (SAMCO) ........ ,
The California Community Re-investment Corporation
(CCRC) .....................................
The California Housing Finance Agency (CHFA) ..............
MOBILE HOME PARK RESIDENT OWNERSHIP PROGRAM (MPROP) ....
ATTACHMENTS
First Time Homebuyers Opportunities
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HOMEOWNERSHIP LENDING PROGRAMS
CHFA 0 California Housinq Finance Aqency
Participating lenders make fixed-rate CHFA loans in certain geographical areas throughc
state. Interest rates are below-market, and vary, depending on the state bond issue
generated the proceeds. Loans are for new or resale homes or condos. Maximum loan-tc
ratio is 95%. First-time homebuyer status and owner-occupancy is required. Maxjmurr
annual household income is $43,900 for a 1-2 person household, and $50,500 for 3 or
Maximum purchase price is $149,10Ofor resale homes and $1 85,000for new constructi
certain targeted census tracts, income and purchase price limits are higher, and firs
homebuyer status is waived. Funding for CHFA loans is available sporadically, througl
lenders. For a list of participating lenders, phone the CHFA office at: (21 3) 736-2355,01
324-8088.
CHBP Community Homebuver Proqram
Borrowers who attend classes sponsored by the lender can receive fixed rate, 95% loan-to
first mortgages with flexible underwriting criteria. Under the CHBP 312 Program, 2% of the
payment can be a gift or grant. Some closing costs can be paid via seller, gift, or grant.
can be used to purchase detached homes, condos or planned unit developments (PUD) 1
owner-occupancy exceeds 70%. Maximum gross annual household income is $.51
maximum loan amount is $202,300. (See attached list for participants.)
NAP 0 Neighborhood Advantaqe Proqram
Bank of America offers fixed and adjustable rate loans, using flexible underwriting criteri
homes purchased in certain targeted zip codes and census tracts. Minimum down paymer
percent. Up to 40% of the borrower's income can be used for housing expense in some c
Liberal underwriting for tailored loans. No maximum income or loan amount. (See attache
of participants.)
FHA 203K Praaram
This program provides financing to purchase and repair a home; then provides a perm
mortgage when the home is finished. The mortgage amount is based on the projected vali
the property after the work is completed. Condos and cooperatives are not eligible. A fully
insured first mortgage of up to $124,875 is available for a one-family unit. Contact: San [
HUD office.
PERS 0 Emplovee Retirement System and STRS State Teachers Retirement Sys
These retirement systems provide mortgage loans to their members through local len
Underwriting guidelines with standard practice, but some special benefits apply, including IC
fee restrictions and the ability to lock in interest rates. (See attached list for participants.)
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MCC Mortaaqe Credit Certification Prosram
First-time homebuyers purchasing houses or condominiums within an approved jurisdiction can
receive a tax credit equal to 20 percent of the mortgage interest they pay each year on their
federal income taxes. This increases their take-home pay, which helps them make their monthly
mortgage payment, and qualify for a larger first mortgage. Buyers apply through participating
lenders. (See attached list for participants.)
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PROGRAMS AVAILABLE TO RENTAL HOUSING
Multi-Familv Housinq Bond Program - provides below market financing for developrr
rental projects. As a result of the tax exempt status of the bonds, the interest rate is ge
at least two percent (2%) below conventionally available rates. However, the need to cob
cost of issuing the bonds makes it economically infeasible to use bond financing for s
projects. There is no pledge of the City's faith and credit in connection with the bonds. I
the bonds can be sold, the project must have a loan commitment and credit support to p
an "AAA" rating for the bond issue. The credit enhancement can be achieved by a le'
credit, mortgage insurance, surety bond, some third-party guarantee, or their combinatior
For fifteen (1 5) years, the project must meet one of the following:
1) a minimum of 20% of the units must.be set aside for occupancy by households e;
less than 50% of area median income at rents affordable at such levels.
2) a minimum of 40% of the units must be set aside for occupancy by households e#
less than 60% of area median income at rents affordable at such levels.
For further information, call the City of Carlsbad Housing and Redevelopment Department,
434-281 1.
Federal and State Low-Income Housinq Tax Credits - are also available to developers of
housing. The maximum income and rent restrictions under the tax credit program are gen
the same as the restrictions under the Multi-family Housing Bond Program. The credits pr
a direct reduction of the tax liability for the owner of the qualified building for a period of ten
based on the cost to develop, rehabilitate, or acquire the building and the percentage of uni
aside for occupancy by eligible households. The credits can be obtained in two ways:
1 ) By applying to the State allocating agency and going through a competitive proces:
. other eligible projects; or
2) Automatically in addition to bond financing as a result of bond allocation of the pro
The applicable credit rate is 9% per year over 10 years or 4% per year over 10 yea1
acquisition and projects with other forms of Federal subsidy.
If the credits are allocated for the project, they can be used either directly by the owner OVI
period of 10 years or they can be sold up-front and the proceeds of the sale will be used to\
the project's equity contribution. On a sale basis, tax credits typically generate $.50 in pr
equity for every tax credit $1.
For further information, call the City of Carlsbad Housing and Redevelopment Department,
434-281 1.
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The Affordable Housing Program (AHP) - was created by federal financial institutions reform
legislation and is administrated by the Federal Home Loan Bank Board system. A portion of FHLB
profits are utilized for affordable housing. Member institutions competitively apply for funds that
will be utilized to make subsidized long term loans to very low, low and moderate income home
buyers, as well as for affordable rental housing. Program priorities include projects that are
sponsored by housing agencies and those that leverage AHP funds. For further information call
Jim Yacenda at (71 4) 633-1 271.
The State of California Rental Clousina Construction Proqrarn (RHCPZ- provides construction
and/or permanent loans for the development and construction of new rental housing.
Applicants - Must have site control and demonstrate the capability to develop, construct and
manage rental housing of the size and nature proposed.
Eligible Projects -
1) Can include: five or more rental or cooperative units, a SRO hotel, a group home, or a
mobile home park over five units.
2) At least 30% of all units must be for low and very low-income persons and at least two-
thirds of all units set aside for very low-income persons.
Eligible Use of Funds - Can provide up to 100 percent of development costs but no more than the
amount required when considered with other available financing.
Loan Term - Minimum of forty (40) years with ten year extensions possible.
lnterest Rate - Three percent (3%) simple interest.
Payments - lnterest only payable annually; interest payments may be deferred for the economic
feasibility of the project. Principal, and all unpaid interest id due thirty (30) years after the initial
loan date. The loan and repayment may be extended for additional ten-year terms.
Occupancy Requirements - Assisted units must be occupied by very low-income households
(incomes below 50% of area median income, adjusted for family size) or low-income households
(incomes below 80% of area median income, adjusted for family size) for the entire loan term.
Assisted and non-assisted units must be similar in size and amenities.
Rent Limits - Rents are limited to thirty percent (30%) of thirty-five percent (35%) of area median
income for very low-income households or thirty percent (30%) of sixty percent (60%) of area
median income for low-income households. Assisted units rents may be increased annually but
the allowable increase is tied to an inflation factor. No rent restrictions of non-assisted units.
Prepayment - The loan may be prepaid but the loan restrictions and occupancy/rent restrictions
remain for the original loan term.
Loan Assumption - Loans may be assumed by eligible borrowers with the State's approval.
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The State of California Rental Housina Construction Proqrarn (RHCP)
Limits on Returns - The State gives priority to projects: with three bedrooms an1
which serve more very low-income households; which leverage other public/
financing; and which are located in areas of great housing need.
Application Procedure - The State periodically issues a Notice of Funds Available (I
For more information contact the State Department of Housing and Comi
Development, Rental Housing Construction Program, Project Development Man:
(91 6) 445-6501.
The Savings Association Mortgage ComDanv (SAMCOI - Pools funds from its savin
loan member institutions and provides financing for low-income housing. SAMCO
to finance difficult, innovative and untried housing projects. Types of projects fir
include: rentals, SROs, limited equity housing cooperatives, self-help housing, ho,
shelters, shared housing for seniors, group homeddisabled, mutual housing asso
rentals.
Lending Criteria
Affordability:
Type:
Loan Term:
Security:
Loan to Value:
Commitment Fee:
Commitment Term:
Loan Fee:
Interest Rate:
Documentation;
At least fifty-one percent (51 %) of the units must provide t
for low/moderate income persons.
Permanent financing only. No restrictions on minimum or mi
loan amount. Most efficient in $1 million to $3 million rangt
Thirty (30) year maximum.
First Trust Deed.
Ratio not to exceed 75%.
One percent (1 %) non-refundable.
One year.
One percent.
The rate will be fixed for the first ten years at two percent (24
the FHLB-1 lth District Cost of Funds and will be set at the
funding. Thereafter, the.rate will be adjusted every five yea
Recorded Regulatory Agreement for some types of projects.
maturity with a 4% lifetime cap,
Application Procedure - Submit a loan package to SAMCO for review. If acceptab
proposal is then reviewed by the SAMCO Board of Directors and the member savings insti
for participation funding. For more information contact: SAMCO, (408) 985-81 10.
The California Communitv Re-investment Comoration CCCRCI - Pools funds from Ca
banks to provide permanent long-term financing for affordable low-income housing proje,
Type - Permanent fixed rate loans for new construction or substantial rehabilitation.
Term - 10, 15, 30 year maturities, 30 year amortization.
Interest Rate - 150 basis points over Treasury Bonds of comparable maturities for imn
funding loans; 175 basis points for forward commitment loans (plus commitment fee).
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The California Communitv Re-investment Corporation (CCRC)
Security - First deed of trust.
Loan to Value - 80% maximum.
Debt Coverage Ratio - 1, 10: 1 minimum,
Public Subsidy Allowed - Yes.
Prepayment Provisions - Allowed.
Loan Size - No minimum; maximum $15 million per developer until loan(s) are sold.
Project Size - 5 units minimum.
Affordability Requirements "Required for the life of the loan, minimum requirements:
0 20% or more of the units reserved for households earning 50% or below the area
0 40% or more of the units reserved for households earning 60% or below the area
51 % or more of the units reserved for households earning 80% or below the area
median income; or
median income; or
median income.
Fees - 2% of loan amount plus $1,000 application fee, plus legal costs, appraisal cost and other
reimbursable costs.
Priority is Given to Projects With -
0 more units available to low and very low-income families.
0 more units for larger families.
0 affordability beyond the minimum term.
0 areas where the need is greatest.
e primary services areas served by CCRC banks.
e affirmative marketing plan for tenant selection.
Project Sponsors Review -
0 devetopment record and credit history.
0 reserves and/or jurisdictional backing.
0 all necessary city approvals obtained.
e experienced managing agent.
Diversification - Loans to a developer or area are limited to a percentage of total loan pool.
Application Procedure - For further information call Daniel Lopez (81 8) 972-2765.
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The California Housing Finance AQency (CHFA) - Provides below market permanent fina
to developers of family, elderly and congregate rental housing. CHFA raises funds by pc
projects into bond issues.
Lending Criteria
Affordability:
Loan Type:
Security:
Loan to Value:
Minimum Equity:
Project Type:
Project Size:
Debt Coverage:
Handicap Units:
Earthquake Insurance:
Prepayments:
Cost of Issue:
interest Rate:
Luan Term:
Documentation;
At least twenty percent (20%) of the units must provide housit
low-income persons.
Permanent financing only.
First Trust Deed.
Ratio not to exceed 80% of value or 90% of cost.
Ten percent (10%) of replacement cost, half of which must
from the borrower.
New construction or acquisition with substantial rehabilitatior
Twenty to 150 units.
Shall not be less than 1.O:l .O.
Minimum 3% of family units; 5% of elderly units.
Earthquake coverage is required.
Not permitted.
Approximately 1 % to 1 1 14%. Below market.
Recorded Regulatory Agreement.
Thirty (30) year.
Application Procedure - For further information call Roger Kollias of CHFA at (21 31 736-2
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MOBILE HOME PARK RESIDENT OWNERSHIP PROGRAM (MPROP)
Type of Assistance: Technical Assistance and Loans
The Mobile Home Park Resident Ownership Program provides financial and technical assistance
to mobile home park residents who wish to purchase their mobile home parks and convert the
parks to resident ownership. The technical assistance component of the program was established
in 1983 by AB 1008 (McClintock), and in 1984, SB 2240 (Seymour) created a $3 million
revolving loan fund.
MPROP loans are made to low-income mobile home park residents or to organizations formed by
park residents, to own and/or operate their mobile home parks. The program is authorized to
provide the following types of loans:
0 Conversion loans to finance the purchase and conversion of a mobile home park by
a resident organization.
0 Blanket loans to reduce the monthly housing costs for low-income residents in a
resident owned/operated mobile home park.
0 Individual loans to finance the purchase of a mobile home park lot or space.
Program Requirements
Mobile Home Park conversion projects must have the support of the local government to receive
a resident organization, and a local public entity as co-applicants. The local public entity may be
a city, county housing authority, redevelopment agency, community development commission or
another unit of government. Resident organizations must represent at least two-thirds of the
households in the park and at least two-thirds of the residents must participate in the park
purchase. To be eligible for individual loans, low-income park residents must demonstrate that
their monthly housing costs will exceed 30 percent of their income without assistance from the
program and have incomes which are not greater than 80% of the median annual income for the
county for which the park is located.
Loan Terms:
Loans to resident organizations are limited to 50 percent of the purchase price plus the conversion
costs of the mobile home park. Individual loans are limited to 50 percent of the purchase price
of the lot or space.
MPROP loans bear an interest rate of 7 percent per annum. Conversion loans must be repaid upon
recordation of permanent financing and cannot exceed a maximum term of three years. The
repayment of Blanket and Individual loans may be scheduled for up to 30 years.
program financing, Applications must be made with mobile home park residents who must form
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MOBILE HOME PARK RESIDENT OWNERSHIP PROGRAM (MPROP)
Application Process:
Funds are awarded through a Request for Proposals process and projects are select€
competitive basis.
Eligible applicants: Mobile HomePark residents and a local public entity as co-applicant:
Information Contact: Mobile Home Park Resident Ownership Program
Department of Housing and Community Developmenl
Manager, Homeownership Loan Unit
921 Tenth Street
Sacramento, CA 958 1 4
(91 6) 455-01 IO.
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FIRST TIE WRJYERS OPWRTUWITIES (Revised 01/14/92) Pag
A partial list of Local LeKlers who offer programs for first time homebuyers.
I
MCC = Mortgage Credit Certificates CHBP = Comnunity Home Buyer Program
NAP = Neighborhood Advantage Program BAP = Buyer Assistance Program
FHA = Federal Housing Administration PERS = Public Elrployee Retirement System
CHFA = California Housing Finance Agency VA - Veterans Administration
STRS = State Teachers Retirement System
Alternative Financial Citizens National Mortgage Home Owners Mortgage
8485 Pathos Ct 2515 Camino del Rio So, Ste 312 4190 Bonita Rd, Ste 208
San Diego, CA 92129 (619) 538-1202
San Diego, CA 92108
-
Bonita, CA 91902 (619) 296-8766 (619). 479-6505
i IH!X/BAP;YAJ [EICC/BAP;CHBP; FHA;VAl MCC/BAP;CHBP;FHA:VAI I
First California Mortgage
San Diego, CA 92108 San Diego, CA 92123 5675 Ruffin Rd, #205 1615 Murphy Canyon Rd, Ste 140 3914 Uurphy Canyon Rd, Ste A-250
Federal Mortgage Funding American Mortgage Express
(619) 569-1562 (619) 299-9591 San Diego, CA 92105
(619) 279-5889
CP(CC/BAP;CHFA;CHBP;FHA;VA;NAPl MCC/BAP;CHBP;FHA;VAl WCC/BAP;CHFA;CHBP;FHA;VA]
Directors Mortgage 5375 Uira Sorrento PI, Ste 120 GRAC Mortgage Corporation
(6191 546-8448 IMCC/BAP;CHFA;CHBP;FHA;VAI IMCC/BAP;CHFA;CHBP;FHA;VAI ,
San Diego, CA 92121 (619) 546-1010
5703 Oberlin Dr, S-309 San Diego, CA 92122 San Diego, CA 92121
The Mortgage Bankers 6390 Greenwich Dr, #240 The Hamond Company,
(619) 458-9949
MCC/BAP; FHA;VAl
Cat Coast Mortgage Corrgany
San Diego, CA 92108
AMERIIWPEMCO 3914 Murphy Canyon Rd, Ste A-104
F & S Financial Services
MCC/BAP;FHA;VA] IMCC/BAP;CHBP;FHA;VA;203kI WCC/BAP;CHBP;VAI
(619) 282-6700 (619) 576-0081
San Diego, CA 92108 San Diego, CA 92123 540 Frazee Ave, Ste 506 3443 Camino del Rio So, Ste 314
Cal Plaza Mortgage Company ARCS Mortgage Im. Hame Fed Bank 858 Rio San Diego Dr, Ste 210 4669 Murphy Canyon Rd, Ste 101 5565 Morehouse Dr, Third Floor
San Diego, CA 92108 San Diego, CA 92123-4333
(619) 299-4114 (619) 279-1701 San Diego, CA 92101 (619) 450-8948
IMCC/BAP; FHA;VAl IMCC/BAP;CHFA;CHBP;FHA;VA] CMCC/BAP;CHBP;Neighborhood Targetin
Program]
(619) 291 -0308
Gui Id Uortgage Conpany Nationwide Home Loans IHCO Realty Services 3241 Mission Village Dr 2720 Camino del Ria S. Ste 203 2655 Camin0 del Rio N, Ste 120 .
San Diego, CA 92123
IMCC/BAP;CHBP;FHA;VA;NAPI CHCC/BAP;CHFA;CHBP;FHA;VAl [MCC/BAP;CHFA;CHBP;FHA;VA;PERS;STRSJ
(619) 688-7944 (619) 298-9530 (619) 571-0330
San Diego, CA 92108 San Diego, CA 92108
Seacoast ienders, ~nc. International Savings Banks
4540 Kearny Villa Rd, #110
PR Uortgage
San Diego, CA 92123 San Diego, CA 92108
(619) 279-321 1
San Diego, CA 92131
WCC/BAP;CHBP;FHA;VAl CMCC/BAP; FHA;VAI [wCC/BAP; FHA; 203kl
U.S. Bancorp Mortgage Leitch Mortgage & Financial Plaza Funding
3110 Camino del Rio S, Ste 309 4535 30th St, Ste 121 6256 Greenwich Dr, #120
San Diego, CA 92108 San Diego, CA 92116-4293
(619) 563-0300
San Diego, CA 92122
[MCVBAP; CHBP;FHA;VAl tMCC/BAP;CHBP;FHA;VA;203k] [MCC/BAP;CHBP;FHA;VAl
Uestern Financial Savings Bank Mica1 Mortgage Inc.
12750 Carmel' Country Rd, Ste 213 6165 Greenwich Dr, Ste 300 Residential Mortgage Source
16466 Bernardo Ctr Rd, #260
San Diego, CA 92130 (619) 481-2236 San Diego, CA 92128 . (619) 484-7640
IMCC/BAP;CHBP;FHA;VA;PERSl MCC/BAP;CHBP;FHA;VAl tMCC/BAP;VAI
Western Residential Lending The Mortgage Cqny RNG Mortgage Service
3444 Camino Del Rio No, Ste 101 9988 Hibert St 9888 Carrot Center Or, #I16 San Diego, CA 92108 San Diego. CA 92131 San Diego, CA 92126
(619) 285-1000 (619) 578-9960 (619) 621-2730
CMCC/BAP;CHBP;FHA;VAl MCC/BAP;CHBP;VAl MCC/BAP;CHBP;FHA;VAI
Westmark Mortgage Corporation 990 Highland Dr. Ste 105-A
Mortgage Loan Services 5858 Mt. Alifan Dr, #204
Solana Beach, CA 92075 (619) 431 -8652
San Diego, CA 92111 (619) 492-0262
1455 Frazee Rd, Ste 204
(619) 692-2815
9820 Uillou Creek Rd, Ste 100
(619) 586-7100 or (619) 472-7400
(619) 282-5626 (619) 554-0535
San' Diego, CA 92122 (619) 460-2660
SDR Financial, Inc.
4995 Murphy Canyon Rd, Ste 300
San Diego, CA 92123 (619) 485-0350 or (619) 435-0135
~ tMCC/BAP;CHBP;FHA:PERS;VAI IMCC/BAP;CHBP;FHA;VAl [MCC/BAP;CHBP;FHA;VAI
FIRST TIE IKHEBWERS BWRTUNITIES (Revised 01/14/92) Page 2 of 2 r
A partial list of Local Lenders who offer programs for first time homebuyers.
MCC = Mortgage Credit Certificates CHBP = Cc4imunity Home Buyer Program
NAP = Neighborhood Advantage Program BAP = Buyer Assistance Program
FHA Federal Housing Administration PERS = Public Enployee Retirement System CHFA = California Housing Finance Agency VA - Veterans Adninistration
STRS = State Teachers Retirement System
Ueyerhaeuser Mortgage Company Mortgage Max, Inc. Zemn Mortgage, Inc.
8989 Rio San Diego Dr 2667 Camino Del Rio S, Ste 307 140 U. Park Ave, Ste 220
San Diego, CA 92108 San Diego, CA 92108 El Cajon, CA 92020
(619) 297-3711 or (619) 259-1707
IMCC/BAP;CHBP;FHA;VA;203kl MCC/EAP; FHA;VAl [MCC/BAP;CHFA;FHA;VA;PERSI
(619) 442-8871 (619) 293-3845
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CITY OF CARLSBAl
CONSOLIDATED STRATEGY & PLAl
APPENDIX F
Resources for Lead Hazard Abatement
Appendix F: Resources - Lead Hazards Page 2
LI~Y ur LAKLSBAD
CONSOLIDATED STRATEGY & PLAN
This page is intentionally blank.
Page 256 ' Appendix F: Resources - Lead Hazards
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CITY OF CARLSBl
CONSOLIDATED STRATEGY & PLI
FEDERAL RESOURCES
Department of Housing and Urban Development (HUD)
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Office of Lead-Based Paint Abatement and Poisoning Prevention
US. Department of Housing and Urban Development
451 7th Street, SW
Room B-133
Washington, D.C. 20410
(202) 755- 11
I Lead-based paint abatement grants program. Contact: Ellis Goldman.
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I HOME Information Center (800) 998-99
I
Field Offices
HUD Field Offices have copies of additional resources available for review by CHAS prepare
Contact your local HUD field office for more information.
Office of Affordable Housing
To request a copy of the lead section from CHAS: Spring Training Manual (Chapter 4C a
Appendix 6).
I Centers for Disease Control and Prevention (CDC)
I Lead Poisoning Prevention Branch
Building 101, Mail Stop 742
4770 Buford Highway, NE
(404) 488-73
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Atlanta, GA 30341
Lead poisoning prevention grant programs. Contact: Dave Forney.
Three publications are available:
Important Facts About Chil&wd Lead Poisoning Prevention (1 992) - a pamphlet for pare)
I Preventing Lead Poisoning in Young Wen, A Statement by the Centers for Disease Corn - October 1991
1 Strategic Plan for the Elimination of Childhood Lead Poisoning, February I991
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I Appendix F: Resources - Lead Hazards Page 2!
LII I[ ur LAXL~D~
CONSOLIDATED STRATEGY & PLAN
Environmental Protection Agency @PA)
Toxic Substances Control Hotline (202) 554-1404
For a copy of Strategy for Reducing Lead Exposures, February 1992
Safe Drinking Water Hotline (800) 4264791
Staff will answer questions about lead in drinking water, including public water supply, and
lead pipedlead solder in private or public dwellings. Free informational brochures and state
lists of labs approved to test lead in water are available.
OTHER RESOURCES
The Alliance to End Childhood Lead Poisoning
227 Massachusetts Avenue, NE
Suite 200
Washington, D.C. 20002
(202) 543-1 147
The Alliance is a national, non-profit organization focused on preventing childhood lead
poisoning. Its goal is to launch an effective national prevention program through education,
policy and advocacy efforts. The Alliance publishes a bi-monthly newsletter, 27~ Alliance
Alert, and a federal legislative summary. Membership is $25/year and includes both
publications. Other publications available from the Alliance at cost include:
National Action Ph for Preventing Childbod Lead Poisoning, January 1993
Understanding Title X: A Practical Guide to the Resi&ntid Lead-Based Paint
Hazard Reduction Act of 1992
The Model State Law (available July 1993)
,.
Childhood Lead Poisoning: A Blueprint for Prevention (available in 1993)
Framework for Action to Make Privafe Housing Lead-Safe (availuble in 1993)
Resource Guide for Financing Lead-Based Paint Clean-up
A Grcide to Medicaid for Childhood Lead Poisoning Prevention Programs and Other
Public Health Providers
Page 258 Appendix F: Resources - Lead Hazards
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CITY OF CARLSBl
CONSOLIDATED STRATEGY & PLI
Association of State and Territorial Health Officials
415 Second Street, NE
Suite 200
Washington, D.C. 20002
(202) 546-4
Contact: David Fischer, M.P.H., J.D.
CDC's 1991 Stafement on Preventing Lead Po&oning in Young Children:
Assessing Its Impact on State Health Agencies , ASTO 1992 Survey Resu
December I992
Environmental Defense Fund
1875 Connecticut Avenue, NW
Suite 1016
Washington, D.C. 20009
(202) 387-3!
At A Crossroad: State and Local Lead-Pokoning Prevention Program in Transiti
June I992
Hour of Lead: A Brief History of Lead Poisoning in the United States, June 199
Legacy of Lead: America's Continuing Epidemic of Childhood Lead Poisoning,
Report and Proposal for Legislative Action, March 1990
National Center for Education in Maternal and Child Health
2000 15th Street, North
Suite 701
Arlington, VA 22201
(703) 524-78
Childhood Lead Poisoning Prevention, A Resource Directory
National Conference of State Legislatures
1560 Broadway, Suite 700
Denver, CO 80202 .
(303) 830-221
Contact: Douglas Far*
State Lead Poisoning Prevention Directory, 1992
Lead Poisoning Prevention Guide for Legislaton, 1993
Appendix F: Resources - Lead Hazards Page 2$
VI1 I VA' bnmouw
CONSOLIDATED STRATEGY & PLAN ~-~ "
National Lead Information Center
1019 19th Street, NW
Suite 401
Washington, D.C. 20036-5105
Lead Hotline (800) LEAD-FYI (532-3394)
The federal Lead Hotline provides general information to the public. Callers will be mailed
an information package on lead. The basic information package contains a basic EPA
brochure and three fact sheets on "Home Repairs and Renovations," "Testing your Home
for Lead" and "Questions Parents Ask About Lead Poisoning." One copy is available to
individuals at no charge. Multiple copies are available at cost. Operated by the National
Safety Council.
Clearinghouse (800) 424-LEAD (424-5323)
The Clearinghouse phone line is staffed and provides more technical information for
professionals. Staff will provide specific information on request. Operated by the National
Safety Council.
HUD USER
PO Box 6091
Rockville, MD 20850
(800) 245-2691 or (301) 251-5154
HUD USER is a centralized source of publications produced by the U.S. Department of
Housing and Urban Development. Publications available at cost include:
Lead-Based Paint Risk Assessment Protocol
Comprehensive and Workable Plan for the Abatement of Lead-Based Paint in
Private@ Owned Housing: A report to Congress, 1991
Lead Abatement Training for Supervisors and Contractors
Regional Lead Training Center
The National University Continuing Education Association Program
One Dupont Circle
Suite 615
Washington, D.C. 20036
(202) 659-3130
Contact: Ryan Lordos for information on the national availability of contractor, worker, or
inspector training. The Regional Lead Training Center can also be contact directly. The lead
and branch centers are listed below:
Page 260 Appendix F: . Resources - Lead Hazards
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CITY OF CARLSBA
CONSOLIDATED STRATEGY & PLA
EPA Regions 1 and 2
University of Massachusetts (Amherst) (413) 545-52
Cornell University, New York State School of Industrial and Labor Relations
EPA Regions 3 and 5 University of Cincinnati, OH (513) 558-17
American Federation of State, County and Municipal Employees
Cleveland Department of Public Health
Greater Cincinnati Occupational Health Center
University of Illiiois-Chicago, Midwest Training Center
University of Minnesota, Midwest Center for Occupational Health and Safety
Chicago Area Committee on Occupational Safety and Health
University of Maryland at Baltimore (410) 706-18
Alice Hamilton Occupational Health Training Center
Pennsylvania College of Technology
Consortium of Occupational Health Professionals
Chicago Center for Neighborhood Technology
Marshall University
Indiana Community Action Programs Director's Association, Inc.
Southeast Michigan Coalition on Occupational Safety and Health
Minnesota Building Research Center
University of Fhdlay
Corporation for Ohio Appalachian Development
Old Dominion University
West Virginia University
Wisconsin Energy Conservation Corporation
EPA Regions 4 and 6
Georgia Institute of Technology
Louisiana State University
Texas A&M University
EPA Regions 7 and 8
University of Kansas
University of Utah
EPA Regions 9 and 10
University of California-San Diego
University of California-Davis
Oregon State University
(404) 894-38
(913) 897-851
(619) 534-61
Appendix F: Resources - Lead Hazards Page 21
L1a A ur LAKL~DAU
CONSOLIDATED STRATEGY & PLAN
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Page 262 Appendix F: Resources - Lead Hazards
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CITY OF CARLSB.
CONSOLIDATED STRATEGY & PL.
APPENDIX G
City of Carlsbad CHAS Mailing List
-~ ~ ~ ~~~ Appendix G: CHAS Mailing List Page :
”_
CONSOLIDATED STRATEGY & PLAN
This page is hentionally blank.
Page 264 Appendix G: CHAS Mailing List
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I ACCESS CENTER m lMArnS
2335 BEAR VALLEY PKWY
ESCONDIDO CA 92,027
I AIDS FOUNDATION
1 STAN COLE
4080 CENTRE ST STE 101
SAN DEW CA 92103
1 ET:RVICES YMCA
602 FOURTH ST i OCEANSIDE CA 92054
I BARRIO ASSOCIATION
OELIA ESCOBEDO
1611 JAMES DR
CARLSBAD CA 92008 I 1 "UTOFSt:R
' CARLSBAD CA 92008
1 NO COAST CNTY MENTAL HEALTH u ~~~~~~& A
1 CARING RESIDENTS OF CARLSBAD ,MARILYN VAN WASSENHOVE
907 CAMINIT0 MADRIGAL u CARLSBAD CA 92009
I CARLSB~ YOUTH SERVICES
3256 MADISON STREET
KATHLEEN APODACA-MARQUEZ
m CARLSBADCA92008 II CE DISABLED SERVICES
REV SHIDELER
PO BOX 495
SAN LUIS REY CA 92068
I
CONSOLIDATED PLAN
1995-2000
MAILING LIST
ADULT PROTECTIVE SERVICES
651 EUCALYPTUS
VISTA CA 92083
ALPHA PROJECTICASA RAFAEL
CHRIS MEGASON
1237 GREEN OAK RD
VISTA CA 92083
ASSESSMENTKRIS INTERVENTION
FOR HOMELESS MENTALLY ILL
1701 MISSION AVE STE A
OCEANSIDE CA 92054
BEING ALIVE
DIRECTOR
720 ROBINSON STREET
SAN DIEGO CA 92103
BROTHER BENNO'S
EXEC DIRECTOR PO BOX 308
OCEANSDE CA 92049
CARLSBAD HIRING CENTEWSER
JIM LUNDGREN DIR
5958 EX CAMINO REAL
CARLSBAD CA 92008
CARING RESIDENTS OF CARLSBAD
MARIE VALENZUELA
1707 EVERGREEN CIRCLE
CARLSBAD CA 92008
CASA DE MAR0
CAROLYN FOX
PO BOX 410
SAN LUIS REiY CA 92068
CHICANO FEDERATION OF SD
ATTNDIRECTOR
PO BOX 8116
SAN DIEGO CA 92101
AID TO VETERANS OF Al
JOHN F CULLEN CEO
701 HOLLOWGLEK RD
NEAMIDE CA 92057
AREA Xm DISABIUTES I
SARA COURON
471 1 VIEWRIDGE AVENUl
SAN DIEGO CA 92123
ASSOC OF RETARDED CI'I
DIRECTOR
1221 RIDGE RD
VISTA CA 92083
BOYS & GIRLS CLUB OF C
CARMEN CEDOLA
PO BOX 913
CARLSBAD CA 92018
CAMPESrNOS UNms INC
1145 LINDA VISTA DR #la
SAN MARCOS CA 92069
CARLSBAI) CHILDREN'S M
CATHERINE BOYLE
300 CARLSBAD VlLLAGE D
CWAD CA 92008
CARLSBAD SENIOR CENTEI
3096 HARDING ST
CARSLBAD CA 52008
CATHOLIC CfwRITIEs
SISTER RAYMONDA DWAI
349 CEDAR ST
SAN DIEGO CA 92101
CHICANO MERATION
DIRECTOR
610 22ND STREET
SAN DIEGO CA 92102
COMMUNITY INTERFAITH SVS
2621 ROOSEVELT ST STE 102
CARLSBAD CA 92008
CNTY OF SD OFF OF AIDS COORDIN JEFF WYNNE
POST OFFICE BOX 85524
SAN DIEGO CA 92186-5524
ECUMENICAL SERVICE CTR
SHARON EVERSON DIR
125 SO TREMONT STE A
OCEANSIDE CA 92054
ESPERANZA HCD COW
JENNmR LAZAR
990 HIGHLAND DR STE 106
SOLA!!A BEACH CA 92075
FRATERNITY HOUSE
GAIL MCNEELEY
20701 ELFIN FOREST ROAD
ESCONDIDO CA 92029
HABITAT FOR HUMANITY
KRISTIN BORER
OCEANSIDE CA 92054
1468 RIDGEWAY STREET
HOSPICE OF THE NORTH COAST
NATHAN CLARK EXEC DIR
2380 CAh4INO VJDA ROBLE STE F
CARLSBAD CA 92009
INTERFAITH SHELTER NETWORK
MARK NIEZ DIRECTOR
3435 CAMINO DEL NO SO STE 108
SAN DIEGO CA 92108
LEGAL AID SOCIETY
CATHERINE RODMAN
216 S TREMONT OCEANSIDE CA 92054
LOVE INC
PO BOX 1894
CARLSBAD CA 92018
COMMUNITY RESOURCE CTR
RON SNIDER
3138 ROOSEVELT ST S'E H
CARLSBAD CA 92008
PAM CRISMAN
CARLSBAD MONTESSORI
740 PINE AVENUE
CARLSBAD CA 92008
ENCINITAS FAMILY HEALTH CLINIC
WILLIE HOOPER
610 SECOND ST
ENCINITAS CA 92024
EYE COUNSELING
ATTN ROXANNE
200 N ASH STREET
ESCONDIDO CA 92027
FRIENDS OF CARILLO RANCH INC
ALAN KINDLE
2622 EL AGUlLA LANE
CARLSBAD CA 92009
HCD SERVICES
GERRY RIOUX
15313 SIERRA STAR LANE
GRASS VALLEY CA 95949
HOUSE OF MARTHA & MARY
DORA STEVENSON
605 SAN DIEGO ST
OCEANSIDE CA 92054
\
IVEY RANCK PARK ASSOC
KRISTY STAMBAUGH
110 RANCHO DEL OR0
OCEANSIDE CA 92057
LIFELINE COMMUNITY SERVICES
SHIRLEY COLE
200 JEFFERSON ST
VISTA CA 92084
MAAC PROJECT
DIRECTOR
1606 HOOVER AVE
NATIONAL CITY CA 91950
COMMUNITY RESOURCE CTR
EXEC DJRECTOR
656 SECOND. ST
ENCINITAS CA 92024
.DISABLED NETWORK CTR
MOSES LLOYD
4101 MISSION AVE
OCEANSIDE CA 92056
EPISCOPAL COMMUNITY SVS
FAMILY HEALTHlDLRFCTOR
101 COPPERWOOD WAY STE C
OCEANSIDE CA 92054
FAMILY SERVICE ASSOC OF SD
JUDY LESHEFKA
6120 PASEO DEL NORTE STE N1
CARLSBAD CA 92009
GOOD SHEPHARD ASSEMBLY OF GI
LOST LAMB MINISTRY
POST OFFICE BOX 1035
CARLSBAD CA 92018
HEARTLAND HUMAN RELATIONS
CLARAHARRIS
PO BOX 1062
LAMESA CA 92044
HUMANITAS FOUNDATION
LYNN SKINNER
PO BOX 83308
SANDIEGO CA 92138
JOIN HANDS SAVE A LIFE
FRANK SORINO
3528 MADISON ST
CARLSBAD CA 92008
LLFEllME ASSISTANCE & SERVICE5
DR BRUCE BAUMGARTEN
374 NORTH HIGHWAY 101 STE C
ENCINITAS CA 92024
NEW HAVEN
SID WALTON PROG DEVELOPMEhl PO BOX 1199
VISTA CA 92085-1199
I
I FJON-PROFIT FEDERATION FOR HCD
RICH JUAREZ
450 B ST BlOlO
SAN DIEGO CA 92101
i
NO COUNTY HSG FOUNDATION m g~z&$9sT;"
! NU COUNTY COUNCIL ON AGING
JOHN BURNETT I 235 JEFFERSON STREET
VISTA CA 92084
i PILGRIM CONGREGATIONAL CHURCH
JE.L THURLOW
2020 CHESTNUT AVE I CARLSBAD CA 92008
REVISIONS RESOURCES
NANCY CALVERLY ' 7611 PRIMAVERA WY '
CARLSBAD CA 92009-8237 1
SAN DIEGO MENTAL HEALTH P-531G
'SANDRA YAMASHIRO
Po BOX 85524 ' SAN DIEGO CA 92186-5524
i SD SERVICE CTR FOR THE BLJND
ID KIM Z GIBBENS
5922 EL CAJON BLVD
SAN DIEGO CA 92115
1 SEWJOBS FOR PROGRESS
1 OCEANSIDE CA 92054
GEORGE LOPEZ
3355 MISSION AVE #223
I TRI-CITY HOSPITAL FOUND
KATE KING
4002 VISTA WAY
1 OCEANSIDE CA 92056 I :E;:E;
11545 WEST BERNARD0 CT STE 206
SAN DIEGO CA 92127
I
NO COAST AHLZEIMERS CTR
SUE KOPCZYSKI PROGRAM DIR
120 STEVENS AVE
SOLANA BEACH CA 92075
NO COUNTY COMMUNITY SERVICES
DARLINE ULRICH EXEC DIRECTOR
605 SAN DIEGO STREET
OCEANSIDE CA 92054
OCEANSIDE cok& ACTION GROUP
DARLENE ULRICH EXEC DIR
605 SAN DIEGO ST
OCEANSIDE CA 92054
PSYCHlCOUN SERVNO CO
DIRECTOR
550 W VISTA WY
VISTA CA 92083
SALVATION MIOCEANSIDE
3935 LAKE BLVD
OCEANSIDE CA 92056
SD ALLIA FOR DRUG FREE YOUTH
TERI SUMMERHAYES
PO BOX 9441
RANCHO SANTA FE CA 92067
SCHIZOPHRENICS IN TRANSITION
TIMHIRD
144 COPPER AVE
VISTA CA 92083
ST MICHAEL'S EPISCOPAL CHURCH
2775 CARLSBAD BLVD
CARLSBAD CA 92008
TURNING POINT CRISIS CTR
1738 S TFEMONT
OCEANSIDE CA 92054
-
WESTERN INST FOR MENTAL HEALTH
JUDY CANTERBURY
119 S DrrpvlAR ST
OCEANSIDE Ch 92054
NO COUNTY CEIAPLAINC'
OZZIE VENZOR
ENCINITAS CA 92024
914 N HIGHWAY 101 SE J
NO CNTY INTERFAl'lX CC
SUZANNE S POHLMAN EX
430 NORTH ROSE
ESCONDIDO CA 92027
OFFICE OF SOCIAL CONC
DIRECTOR
4070 MISSION AVE
OCEANSIDE CA 92056
REG TASK FRCE ON HOMl
FRANK LANDERVILLE
3989 RUFFIN ROAD
SAN DIEGO CA 92123-181
SD INTERFAITH HSG FOUI MATT JUMPER EXEC DIR
4456 VANDEVER AVE 89
SAN DEGO CA 92120
SD REGNL CNTR DEVELOI
DAN CLARK DIRECTOR
4355 RUFFIN ROAD
SAN DIEGO CA 92123
SENIOR ADULT SERVICES
JIM RICHARDS
2437 MORENA BLVD 2ND f
SAN DIEGO CA 921 10
THURLOW RON - MFCC
1701 MISSION AVE STE A
OCEANSIDE CA 92054-231!
VISTA COMMUNITY CLIN
BARBARA MANNINO EXEC
981 VALE TERRACE
VISTA CA 92084
WESTERN MUTUAL MORT(:
JOHN H HUMPHREY
2945 HARDING STREET STE
CARLSBAD CA 92008
WOMEN'S RESOURCE CTR
MARVA BLEDSOE CHRISS
1963 APPLE STREET
OCEANSIDE CA 92054
JAY LEVINWOB DAVIS
GIRLS CLUB OF CARLSBAD
3081 MADISON STREET
CARLSBAD CA 92008
NO COUNTY HEALTH SVCS (NCHS)
JACK E JOHNS EXECUTIVE DIRECTOR
348 RANCHEROS DRIVE
SAN MARCOS CA 92069-2995
FAMILY SERVICE OFFICES
DIRECTOR
624 SOUTH HILL STREET
OCEANSIDE CA 92054
YMCA OZ NO COAST
DIRECTOR
215 BARNES
OCEANSIDE CA 92054
METRO AREA ADV COM (MAAC)
ROGER CAZARES EXEC DIRECTOR
140 WEST 16TH STREET
NATIONAL CITY CA 91950
OCEANSIDElCARLSBAD COMM CLINIC
DIRECTOR
408 CASSIDY STREET
OCEANSIDE CA 92054
SENIOR HOUSING
DIRECTORMANAGER
3839 - BOULEVARD
OCEANSIDE CA 92054
CASA ST PATRICK COM SER CTR
3256 MADISON STREET
CARLSBAD CA 92008
NORTH COUNTY ADULT DAY
HEALTH CARE
65 1 EUCALYPTUS
VISTA CA 92083
ST CLARE'S HOME INC
SISTER CLAIRE FRAWLEY EXEC DD
243 SOUTH ESCONDIDO BLVD #I20
ESCONDIDO CA 920254116
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CliTY OF CARLSBA
CONSOLIDATED STRATEGY & PLA
APPENDIX H
City of Carlsbad Public Notices
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1 ~ ~~ ~ Appendix H: Public Notices Page 269
~11 x ur LAKL~DAU
CONSOLIDATED STRATEGY & PLAN
~~ ~~ ~
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Page 270 Appendix H: Public Notices
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CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
NOTICE OF PUBLIC HEARING
The citizens of Carlsbad are hereby notified that Carlsbad's City Council will hold a public
hearing on Tuesday, January 10, 1995 at 6:OO pm in the Council Chambers located at
1200 Carlsbad Village Drive to accept public comments and consider for approval: 1) the
required Consolidated Plan; 2) the revised proposal reviewffunding recommendation proce
and other related CDBG documents; and, 3) authorization to distribute a "Request for
Proposals" for the 1995-96 Community Development Block Grant Funds.
The City expects to receive a new CDBG allocation of $647,000 in 1995-96 from the U.S. Department of Housing and Urban Development (HUD). The amount of CDBG funds
available for allocation to eligible activities is $716,847.84 and includes $69,847.84 to be
reallocated from previously approved CDBG programs, which were canceled or completed
w.ith a surplus of funds. The City has earned no program income from previously approve
projects, Therefore, the amount available for allocation does not include program income.
Tlle City of Carlsbad is comirtd to using CDBG funds to finance projects/services which
pIovide direct benefit to low and moderate income residents. To develop a CDBG progran
which meets the needs of the low and moderate income population, the City of Carlsbad requests assistance from members of the community. Citizen participation is critical to the success of the Carlsbad CDBG program. Therefore, the City encourages all community
members to consider the needs of low and moderate income persons within Carlsbad and to
provide comments on the proposed Housing and Community Development Objectives for
Cxlsbad's CDBG program. These objectives will be cited, within the new Consolidated
Plan, as the strategies the City will pursue in the upcoming year to meet the needs of low
and moderate income Carlsbad residents.
Pcrsons who have questions or comments regarding the City of Carlsbad's CDBG program
01' would like to receive a copy of the Housing and Community Development Objectives, th
proposal reviewlfunding recommendation process or any other CDBG related documents ma
contact Leilani Hines at (619) 434-2818, Monday through Friday between 8:OO am and 5:0(
pIn.
City's Housing and Community Development Objectives to be incorporated into the newly
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CITY OF CARLSBAD
COMMUNlTY DEVELOPMENT BLOCK GRANT PROGRAM
REQUEST FOR PROPOSALS
Under Title I of the Housing and Cornunity Development Act of 1974, Public Law 93-383,
the City of Carlsbad is eligible to receive funding, on an annual basis from the federal
Community Development Block Grant (CDBG) Program to fmnce projects which serve the
needs of low/moderate income persons. The funds are to be used to develop viable urban
communities through the provision of decent housing and a suitable living environment and
by expanding economic opportunities for low and moderate income persons,
The City expects to receive a new CDBG allocation of $647,000 in 1995-96 from the U.S. Department of Houshg and Urban Development. The amount of CDBG funds available for
allocation to eligible activities is $716,848 and includes $69,847.84 to be reallocated from
previously approved CDBG programs, which were canceled or completed with a surplus of
funds. The City has earned no program income from previously approved projects.
Therefore, the amount available for allocation does not include program income.
To develop a CDBG program which meets the needs of the low and moderate income
population, the City of Carlsbad requests assistance from members of the community.
Citizen participation is critical to the success of the Carlsbad CDBG program. Therefore,
the City encourages all community members to consider the needs of low and moderate
income persons within Carlsbad and to submit a proposed project, or projects, for
consideration by the City Council at a future public hearing.
Activities that can be carried out with CDBG funds include, but are not limited to:
acquisition of real property; relocation and demolition; rehabilitation of residential and
nonresidential structures: construction of public facilities and improvements; and conversion of schools for eligible purposes. In addition, CDBG funds may be used to pay for public
services, within certain limits, and for activities relating to energy conservation and
renewable energy resources.
The types of activities that generally are not eligible for CDBG funding include: buildings
for the general conduct of government; political activities; income payments; and
construction of new housing and other facilities offering 24-hour care.
The City of Carlsbad is committed to using CDBG funds to finance projects/services which
’ provide direct benefit to low and moderate income residents. Every project proposed for the
CDBG program must address at least one of the City’s primary Community Development
Objectives:
1. AFFORDABLE HOUSING:
Provide direct benefit to lower income persons through the provision or
retention of affordable housing units within Carlsbad;
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a Provide shelter or services to homeless or near homeless persondfamilies
which result in an improved situation through employment, permanent
housing, treatment of mental, or substance abuse problems, etc.; and,
O Provide direct assistance to lower income households to prevent or eliminate
residential Building or Municipal Code violations andlor improve ac quality
housing units through residential (rental and/or owner occupied) rehabilitatiox
programs.
2. PUBLIC/SOCIAL SERVICES:
0 Provide assistance to non-profit public service providers who meet the basic
needs of lower income persons. Basic needs are defmed as those which
provide food, shelter, clothing and, in some cases, health care;
a Provide assistance to non-profit public service providers who offer counselin;
and self-improvement programs/activities for lower income persons; and
0 Provide assistance to non-profit public service providers who offer
recreational and/or cultural programs/activities for lower income persons.
3. SPECIAL NEEDS - CHILDREN & ADULTS:
a Provide assistance to organizations which administer programs that directly
benefit lower income children with special needs living in Carlsbad. The
programs must provide one or more of the following activities: day care, afle
school care, cultural enrichment, recreation, health care/imrnuhtion or self-
improvement. The City may also give priority to single-parent assistance
programs such as counseling services; and
0 Provide assistance to organizations which administer programs that directly
benefit low income adults with special needs living. in Carlsbad. The
programs must provide one or more of the following activities for adults:
employment services, job training, and educational programs. Programs
designed for elderly adults only must provide one or more of the following
activities: meals., homemaking or personal assistance services, financial
assistance services, counseling, transportation, or shared housing or other
housing related services.
In addition to meeting the objectives of the City, every project proposed for CDBG funding
must meet at least one of the three broad National Objectives for the program:
1. Provide benefit to low and moderate income persons.
2. Aid in the prevention or elimination of slums or blight.
3. Meet other community development needs having a particular urgency because
existing conditions pose a serious and immediate threat to the health or welfare
of the community where no other financial resources are available to meet
such needs.
It is the City's intent to approve CDBG projects which do not result in the displacement of
low/moderate income persons from their homes. Therefore, all persons submitting project .
proposals to the City should consider the displacement impact upon lowlmoderate income
households. If the City does approve a project which results in displacement of
lowlmoderate income households, the City will provide relocation assistance as required in
Section 570.606@)(2) of the federal regulations for the CDBG program.
All persons, organizations, agencies, etc. wishing to submit a project for funding
consideration under the CDBG program must obtain a "Funding Proposal" form from the
City of Carlsbad's Housing and Redevelopment Department. Interested persons may call
(619) 434-281 1 and have a form mailed to them or a form may be picked up at the City of
Carlsbad, Housing & Redevelopment Department, 2965 Roosevelt Street, Suite B in
Carlsbad.
All project proposals must be submitted to: Leilani Hines, City of Carlsbad, Housing &
Redevelopment Department, 2955 Roosevelt Street, Suite B, Carlsbad, CA 92008 prior
to 5:OO p.m. on February 6 1995. A schedule of applicable hearing dates and other
significant meetings will be mailed to all persons submitting a proposal for consideration,
Persons who have questions or comments regarding the City of Carlsbad's CDBG program
may contact Leilani Hines at (619) 434-2818, Monday through Friday between 8:OO a.m. and
5:OO p.m.
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City of Carlsbad
1995-96 Community Development Block Grant Program
Notice of Public Hearing
The citizens of Carlsbad are hereby notified that Carlsbad’s City Council will hold a pub
hearing on Tuesday, April 4, 1995 at 6:OO pm in the Council Chambers located 1200 Carlsb
Village Drive to discuss projects to be included in the City’s 1995-96 Community Developmt
Block Grant (CDBG) Program. The City has approximately $716,847.84 available for allocati
to eligible projects.
The City of Carlsbad is committed to using CDBG funds to fmce projects/services whi
provide direct benefit to low and moderate income residents. To develop a CDBG progra
which meets the needs of the low and moderate income population, the City of Carlsbad reque!
the Carlsbad CDBG program. Therefore, the City invites all community members to consid
the needs of low and moderate income persons within Carlsbad, to attend the public meeting
and to provide comments on the housing and community development needs of low a:
moderate-income persons and the various proposals which have been submitted for funding und
Carlsbad’s 1995-96 CDBG Program. Those proposals selected for funding will be identifit
within the new Consolidated Plan as the activities the City will pursue in the upcoming year
meet the needs of low and moderate income Carlsbad residents.
The City has received a total of (37) proposals for CDBG funding. The following organizatio~
have submitted request for funding: Carlsbad Care Crew; North County Council on Agin;
Senior Adult Services; EYE Counseling & Crisis Services; Brother Benno’s; Good Samari~
House; La Posada de Guadalupe; Saint Clare’s Home; Aid to Veteran’s of Americ
Community Resource Center; North County Chaplaincy; Girls Club of Carlsbad; Boys ar
Girls Club of Carlsbad; Join Hands Save a Life; Carlsbad Youth Services; SElUJobs fc
Diego; Fraternity House; Western Institute Foundation for Mental Health; Family Servic
Association; Hospice of the North Coast; Lifeline Community Services; Heartland Huma
Relations Association; Habitat for Humanity; Housing and Redevelopment Dept. ; ax
Community Services Dept.
Persons who have questions or comments regarding the City of Carlsbad’s CDBG Program c
who would like more specific information on the proposals submitted for 1995-96 CDB(
funding consideration and those being recommended for funding, please contact Leilani Hint
at 434-2818, Monday through Friday between 8:OO am to 5:OO pm.
assistance from members of the community. Citizen participation is critical to the =c=ss
Progress; Women’s Resource Center; Casa de hparo; New Haven; AIDS Foundation of Sj
NOTICE TO THE PUBLIC
CITY OF CARLSBAD
STATEMENT OF OBJECTIVES AND PROPOSED USE OF FUNDS 1995-96 COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
CONSOLIDATED STRATEGY AND PLAN
THE PUBLIC IS HEREBY NOTIFIED THAT the City of Carlsbad has prepared its Draft
Consolidated Strategy and Plan for Housing and Community Development Programs
(Consolidated Plan) for the period beginning July 1, 1995 to June 30, 2000 required by
Federal Public Law 101-625, also known as the Cranston-Gonzalez National Affordable
Housing Act. The Consolidated Plan amends the requirements of the CHAS and replaces
previous plans such as the Housing Assistance Plan (HAP) and the Comprehensive Homeless
Assistance Plan (CHAP).
The intent of the Consolidated Plan is to further the statutory goals of four formula based
programs: 1) Community Development Block Grant (CDBG); 2) HOME Investment
Partnerships; 3) Emergency Shelter Grants (ESG); and, 4) Housing Opportunities for Persons
with AIDS (HOPWA). The Consolidated Pian creates an impetus for a jurisdiction to
examine its housing and community development needs in a holistic way, establish goals and
develop a plan for carrying out those activities.
Under Title I of the Housing and Community Development Act of 1974, Public Law 93-383,
the City of Carlsbad continues to be eligible to receive funding from the federal Community
Development Block Grant (CDBG) Program to finance projects which serve the needs of
low/moderate income persons. The funds are to be used to develop viable urban
communities through the provision of decent housing and a suitable living environment and
by expanding economic opportunities for low and moderate income persons.
The City received notice we will be eligible to participate in the program during fiscal year
1995-96 and will receive approximately $647,000 in new CDBG funds from the U.S.
Department of Housing and Urban Development to finance projects which will assist
’ lowlmoderate income persons. The City also has CDBG funds which were allocated in
previous years to projects which have now been canceled or completed hy 1994-95 with a
surplus of funds and will need to be reallocated to new projects. These funds include:
e $50,000 from 1993-94 CDBG funds for Western Institute Foundation for Mental
Health/Alzheimer’s Day Care Center, which was canceled due to slow moving
progress;
e $19,847.84 from 1993-94 CDBG funds for Carlsbad High School/Stadium Lighting
System, which was completed with a surplus of funds;
$2,000 from 1992-93 CDBG funds for the Boys and Girls Club/Outdoor Recreation
Area, which was qnceled due to slow moving progress;
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I e $23,275 from 1993-94 CDBG funds for the City of Carlsbad/Affordable Housing
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Development Fund;
e $7,000 from 1994-95 CDBG funds for the City of Carlsbad/Program Administratior:
which was completed with a surplus of funds;
e $1,000 from 1990-91 CDBG funds for the City of Carlsbad/Program Administratior-
Fair Housing Survey, which was completed with a surplus of funds; and I $707,29 1990-91 CDBG funds for the City of CarlsbadlProgram Administration-Fa;l
Housing Program, which was completed with a surplus of funds; I The total funds available for allocation to eligible projects for 1995-96 is $750,830.13.
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1 The City has developed and identified in the Consolidated Plan, the general policy of the
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The City has no program income to be allocated to 1995-96 CDBG projects. Also, the City
does not anticipate the generation of program income during fiscal year 1995-96.
On January 10, 1995 and April 4, 1995, the Carlsbad City Council held a public hearings tc
solicit comments on the strategies the City will pursue in the upcoming year to meet the
housing and community development needs of low and moderate income Carlsbad residents,
the housing and community development needs of low and moderate income persons, and
proposals submitted for funding under the 1995-96 CDBG Program. The Council heard all
public testimony during these hearings.
City of Carlsbad to assist very low and low-income groups as a flvst pri0r;ty through the use of available Federal, State, and local resources. Due to the identified regional need for. new
housing for very low and low-income households, the City’s first priority for assistance will
also be construction or creation of new- affordable housing for such households.
In addition to affordable housing strategies, the City has established other local objectives
within the new Consolidated Plan, as the strategies the City will pursue io the upcoming yea
to meet the community development needs of low and moderate income Carlsbad residents.
Consistent with these strategies, the following activities (proposed projects), which are
identified within the new Consolidated Plan, will assist the City in achieving the numerical
goals of the Five Year Strategic Plan. On April 11, 1995, the Council selected the projects
outlined below and identified the CDBG funding levels for each during a regular public
I meeting:
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1. Carlsbad Care Crew will receive $7,000 to provide home improvement and personal assistance to low-income Carlsbad seniors to promote independent living.
Administrative Office Location: 2775 Carlsbad Boulevard, Carlsbad (100 % presumed
low/moderate income benefit)
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2. North County Council on Aging will receive $2,500 to provide case management,
home makiig services and other programs to the low-income Carlsbad seniors to
promote independent living. Administrative Office Location: 235 Jefferson Street,
- Vista (100% presumed low/moderate income benefit)
3. Senior Adult Services will receive $8,000 to deliver two meals per day, five days a
week to homebound seniors and disabled within the city limits of Carlsbad.
Administrative Office Location: 2437 Morena Boulevar‘d, San Diego (100%
presumed low/moderate income benefit)
4. EYE’S Family Recovery Project will receive $5,OOO to support the basic operational
costs associated with the residential substance abuse treatment and learning center for
low-income pregnant and parenting women in the North County. Project Location:
1100 Fifth Street, Oceanside (51 % minimum low/moderate income benefit)
5; Brother Benno’s Foundation will receive $5,000 to provide the homeless and the
poor with basic life services, such as food, clothing, showers, laundry facilities, and
mailing address. Activity Location: 3260 Production Avenue, Oceanside (100%
presumed lowhoderate income benefit)
6. Catholic Charities will receive $2,500 to provide temporary shelter at the Good
Samaritan House. Case management services are also provided to assist the men to
mainstream once again. Shelter Location: 901 First Street, Oceanside (100%
presumed low/moderate income benefit)
7. Catholic Charities will receive $lO,OOO for operation of the La Posada de Guadalupe
homeless shelter in Carlsbad for homeless males, particularly farm workers and day
laborers. Shelter Location: 2472-2476 Impala Drive, Carlsbad (100% presumed
low/moderate income benefit)
8. St, Clare’s Home will receive $1,500 for operation of a shelter and supportive
services for homeless women and children. Shelter Location: 2091 E Valley
Parkway, #1E, Escondido (100% presumed lowlmoderate income benefit)
9. Community Resource Center will receive $5,000 to continue the Carlsbad Residents
Homeless Prevention Project which assists families and individuals in maintaining
adequate housing through the provision of social services and providing direct
assistance such as food. Administrative Office Location: 3138 Roosevelt Street, Suite
H, Carlsbad (100% low/moderate income benefit)
10. Boys & GirIs Club of Carlsbad will receive $lO,OOO to provide a gang prevention
program, which provides positive aIternatives, focused on young people between the
ages of 13 and 16. Activity Location: 3115 Roosevelt Street, Carlsbad (51 % minimum lowlmoderate income benefit)
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Join Hands Save a Life will receive $7,000 to provide a gang prevention program
which provides constructive alternatives, focused on young people between the age,
of 13 and 18. Activity Location: 3528 Madison, Carlsbad (51 % minimum
low/moderate income benefit)
City of Carlsbad’s Stay n’ Play program will receive $6,000 to provide an
afterschool activities program to children at Pine and Jefferson Elementary Schools
Administrative Office Location: 3096 Harding Street, Carlsbad (51 % minimum
low/moderate income benefit)
Carlsbad Hiring Center will reeive $5,250 to provide a central location for both
Location: 5958 El Camino Real, Carlsbad (5 1 % minimum low/moderate income
benefit)
Women’s Resource Center will receive $5,000 for operation of a shelter and
supportive services for women and children who are victims of domestic violence.
Administrative Office Location: 1963 Apple Street Oceanside (100% presumed
low/moderate income benefit)
&sa de hnparo will receive $5,000 to assist with the food costs of their emergenc
shelter for abused, neglected, or abandoned children. Shelter Location: 4070
Mission Avenue, San Luis Rey (100% presumed lowlmoderate income benefit)
AIDS Foundation will receive $2,500 to provide case management services to
persons diagnosed with AIDS or other related diseases. Activity Location: 161
Thunder Drive, Vista (51 % minimum low/moderate income benefit)
potential employers and employees to coordinate employment needs. Activity
Family Service Association will receive $1,0oO to provide scholarships to low-
income children, adults, and seniors with personal and emotional problems. ActivitJ
Location: 6120 Paseo Del Norte, Suite H-1, Carlsbad (100% low/moderate income
benefit)
Hospice of the North Coast will receive $2,800 to provide a bereavement program
individuals and families. Activity Location: 2380 Camino Vida Robles, Suite F,
Carlsbad (51 % minimum lowlmoderate income benefit)
Lifeline Community Services will receive $6,000 to provide a comprehensive
housing services program. Activity Location: 200 Jefferson Street, Vista (51 %
minimum low/moderate income benefit)
Western Institute Foundation for Mental Health will receive $35,000 to support fl
purchase and renovation of property for a new location for the Oceanside Alzheimer’
Day Care Center. Administrative Office Location: 119 South Ditmar Street,
Oceanside (100% presumed low/moderate income benefit)
21. Join Hands Save a Life will receive $32,000 in reallocated 1993-94 CDBG funds
from the Alzheimer’s Day Care Center to support the purchase of property for the
development of the Join Hands facility. Administrative ‘Location: 3528 Madison,
Carlsbad (51 % minimum low/moderate income benefit)
22. Catholic Charities will receive $12,000 from the new CDBG allocation and $18,000
in reallocated 1993-94 CDBG funds from the Alzheimer’s Day Care Center to support
the purchase of a trailer and renovations to the existing trailers which comprise the La
farm workers and day laborers. Shelter Location: 2472-2476 Impala Drive, Carlsbad
(100% presumed low/rnoderate income benefit)
Posada de Guadalupe homeless shelter in Carlsbad for homeless males, particularly
23. City of Carlsbad will receive $20,000 to replace and upgrade backstop, fencing and
bleachers at the Pine Field facility. Administrative Office Location: 1200 Carlsbad
Village Drive, Carlsbad (59% low/rnoderate income benefit)
24. Join Hands Save a Life will receive $74,000 to assist with the costs of relocating and
installing buildings on the new site for their youth activity center. Administrative
Location: 3528 Madison, Carlsbad (51 % minimum low/moderate income benefit)
25. Carlsbad Girls Club will receive $75,500 to support the development of a patio and
other outdoor recreation area. Project Location: 3368 Eureka Place, Carlsbad (51%
minimum low and moderate income benefit)
26. BOYS and Girls Club of Carlsbad will receive $53,872.79 from the new CDBG
allocation and $19,847.84 from reallocated 1993-94 CDBG funds for the Carlsbad
High School Stadium Lighting System to renovate and/or expand the Boys and Girls
Club Village Branch facility in Carlsbad. Project Location: 3 115 Roosevelt Street,
Carlsbad (51 % minimum low/moderate income benefit)
27. City of Carlsbad will receive $158,677.21 from the new CDBG allomtion and
$33,982.29 in reallocated funds for repayment of the City’s CDBG Section 108 ban
used to assist in the development of the La Terraza Affordable Housing Project.
Administrative Office Location: 1200 Carlsbad Village Drive, Carlsbad (59%
low/moderate income benefit)
28. Carlsbad Housing and Redevelopment Department will receive $120,900 to finance
administrative costs related to the CDBG program in Carlsbad, Administrative Office
Location: 2965 Roosevelt Street, Suite B, Carlsbad (Exempt from low/moderate
income determination)
The projects listed above meet one or more of the National Objectives and one or more of
the Zocal Objectives for the CDBG Program.
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The City is committed to contributing at least 70% of the total CDBG funds received from
HUD each year to assist low/moderate income persons throughout Carlsbad. It is also the
intent of the City that no CDBG assisted project will result in the displacement of
low/moderate income persons from their homes. However, if lowlmoderate income person
are displaced as a result of any of the projects above, the City will provide relocation
assistance as required by Section 570.606(b)(2) of the federal regulations for CDBG
Program.
THE RESIDENTS OF CARLSBAD ARE HEREBY NOTIFIED that the City of Carlsbac
will be accepting comments on the projects proposed for CDBG funding, as outlined above. The City of Carlsbad’s Draft Consolidated Strategy and Plan will also be available for
public review and comment from April 17, 1995 to May 16, 1995: Copies of the documen
are available at the Carlsbad City Library (1250 Carlsbad Village Drive), La Costa Branch
Library (7750 #M El Camino Real, City Hall (1200 Carlsbad Village Drive, Community
Development Department (2075 Las Palmas Drive), and the Housing and Redevelopment
Department (2965 Roosevelt Street).
Written or verbal comments will be accepted until 500 pm on May 16, 1995 at the Housi
and Redevelopment Department. All comments (verballwritten) must be submitted to:
Leilani Hines, City of Carlsbad, Housing & Redevelopment Department, 2965 Roosevelt,
Suite B, Carlsbad, CA 92008 by 5:OO p.m. on Tuesday, May 16, 1995. Questions or
Comments Call (619) 434-281 1.
A separate notice will be published announcing the public hearing scheduled before the City
Council to present, accept public comments on, and authorize the submittal of .the final
Consolidated Plan to the U.S. Department of Housing and Urban Development.
-1 CITY OF CARLSBA
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CONSOLIDATED STRATEGY & PLA
APPENDIX I
City of Carkbad Citizen Participation Plan
1 Appendix I: Citizen Participation Plan Page 21
___ A WA UmWUUd
CONSOLIDATED STRATEGY & PLAN
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Page 1 Appendix I: Citizen Participation Plan
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CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
CITIZEN PARTICIPATION PLAN -
It is the intent of the City of Carlsbad to provide for and encourage citizen participatio
throughout the process of implementing the Community Development Block Grant (CDBG
Program. This will be accomplished through public meetings, public hearings, technic2
assistance, and complaint procedures.
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A Community Development Block Grant Funding Committee will be established to review an
make recommendations to the City Council on funding levels for each of the eligible projec
submitted by local service organizations and/or city departments. The Committee will consist (
seven (7) members and will include the following representatives to be appointed by the Cil
Council: Senior Commissioner, Planning Commissioner, Housing Commissioner/Tenant (
Section 8 Program (very low income representative), and four citizens-at-large (one from eac
quadrant of the City). The CDBG Program Administrator will serve as staff liaison to th
committee for the purposes of considering the funding recommendations for this program.
The Committee will serve on an "as needed" basis only and will hold at least two (2) meeting
As described below at least one meeting will serve as a public hearing to provide opportunity fc
public input and opinion.
&HEARTNCrS
There will be at least three public hearings throughout the process for developing and reviewii
the City's prbgress in implementing its community Development Block Grant Program. A pub1
hearing before the City Council will be scheduled to consider the Housing and Communi
Development Plan for the upcoming CDBG year. The public will be given an opportunity
review and comment on all proposals submitted for funding consideration, as well as those specif
proposals being recommended for funding. Another public hearing will be conducted at the el
of the program year to review the City's performance in implementing it's annual plan for t:
expenditure of CDBG funds.
The City Council will conduct a public hearing to discuss Carlsbad's Community Developme
Plan prior to the beginning of each CDBG program year and public comments can be present
at that time. The purpose of this hearing is to identify the City's housing and commun
development needs, specifically housing, public facility, infrastructure, public service a
economic development needs of low and moderate income Carlsbad residents. Once these nee
have been identified the City will then develop and adopt a Housing and Community Developmt
Plan to be incorporated into the City's Consolidated Planning submission to the U.S. Departmt
of Housing and Urban Development @IUD) as the strategies for the upcoming year to addrc
those identified needs.
uuzen rarucipation Plan
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Citizen Participation Plan
Page 3
The CDBG Funding Committee will hold at least one public meeting to give eligible proje
applicants an oppo&ty to make a formal presentation to the CDBG Funding Committee. Th
public meeting will also give the public the opportunity to comment on the proposed projects, 1
well as to comment on the City's housing and community development needs. The CDB
Funding Committee will then consider the project proposals and the funding allocations as 2
agenda item at a separate CDBG Funding Committee meeting. The CDBG Funding Committc
will make recommendations to the City Council based on information received from the pub1
hearing and the public notice.
The City Council will conduct a public hearing to consider the recommendations of the CDB
Funding Committee and to accept public comments on the proposed projects requesting CDB
knding. The Council may accept the Committee's recommendations as submitted or alter the
as necessary to meet the needs of low and moderate income persons within the communit
Allocations for CDBG funding to proposed projects will be approved by the Council as an agent
item at a separate City Council meeting.
The public will be given formal opportunity to comment on Carlsbad's progress and performan
in meeting its community development objectives, as established in the Community Developme
Plan, through a public hearing. This public hearing will allow the public to review and come
on Carlsbad's progress in implementing its annual plan for the CDBG funds received, as report
in an annual performance report to be submitted to HUD at the end of each CDBG program yea
Carlsbad encourages participation by lower and moderate income residents of Carlsbad, as w(
as residents of slum and blighted areas, in the development of its Community Development Pla
selection of projects/activities for funding, and general implementation of the CDBG Prograr
All public heariqgs and meetings will be held in the early evening or morning to allow maximu
public participation.
City Council and the CDBG Funding Committee meetings and hearings regarding the developme
of Carlsbad's Community Development Plan, selection of projects/activities for funding, a
performance in implementing Carlsbad's CDBG Program mpire proper notification to the pub1
Notices of the public meetings shall be published in a local newspaper of general circulatic
Notices announcing the public meetings will also be distributed to all persons or organizatic
expressing an interest in the CDBG Program and will be placed at City facilities throughout t
community.
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It is the intent of the City of Carlsbad to make all records and information related to the CD'I
Program readily available to the residents of the comunity. Towards this end, the City will ta
the following actions:
1. Advertise all public meetings in a local newspaper of general circulation at least one I
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week before the scheduled dates.
2. Post a copy of agendas of all public hearings on a bulletin board readily accessible to the
general public at City Hall. These agendas shall be posted a minimum of 72 hours before
any scheduled hearing.
3. Distribute Notices to City facilities throughout the community before public meetings.
4. Make available for public inspection copies of the Consolidated Planning' submission,
Annual Performance Reports, Audits and pertinent agendas and approved minutes for a
seven (7) year period. These documents shall be available at the Housing and
Redevelopment Department located at 2965 Roosevelt Street, Suite 8, Carlsbad, Ca.
92008. Copies, of the documents will be reproduced upon request at the normal cost of
printing.
5. Publish a summary of the proposed Consolidated Planning submission in a local newspaper
of general circulation with a notice announcing the availability of the Consolidated Plan
for review and comments.
6, Provide a period of not less than thirty (30) days for the public to review and submit
comments, verbally or in writing, to the Housing and Redevelopment Department
regarding the Consolidated Planning submission, any amendments to the Consolidated
Plan, or other required reports for the CDBG program prior to their submission to HUD.
An announcement of the availability of these documents or reports for public review and
comment will be advertised in a local newspaper of general circulation prior to the
beginning of this thirty day period.
F
It is the intent of the City to provide technical assistance to all residents interested in developing
proposals for future use of CDBG funds. To emwe that residents are aware of this assistance,
advertisements of public hearings related to the request for proposals of CDBG funded activities
and the review of proposed CDBG activities will include reference to this service.. It is expected
that the need for this assistance can be minimized by providing an explanation of the CDBG
Program and the types of projects that are eligible for CDBG funding within public notices, at -
public meetings, and in the city offices.
To further assist all persons interested in developing a proposal for CDBG funds, the City will
conduct a workshop to review the requirements for CDBG funding eligibility, the application for
funding, and the proposal review process. This workshop will be conducted prior to the
application filing deadline and will be held in the ekly evening or morning to allow maximum
public participation.
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Citizen Participation Plan
Page 5
The City will sponsor another workshop for all organizations receiving CDBG funds. This
workshop will review the federal requirements for the CDBG program, including such topics a:
record keeping and reporting, financial systems, audits, procurement and contracting, propem
management and disposition, and other administrative and program requirements.
Both the Depment of Housing and Redevelopment and other City Departments will be available
to provide technical assistance, as necessary.
BY CITY TO CoMpI,AINTS m
The City recognizes that despite making significant efforts at outreach and education there ma
be complaints andor grievances fled regarding the operation of the City's CDBG Program. Thes
concerns should be addressed to the following:
City of Carlsbad
Housing and Redevelopment Department
2965 Roosevelt Street, Suite B
Carlsbad, Ca.. 92008
(619) 434-2811
Any comments regarding the City's Consolidated Planning submission, amendments to th
Consolidated Plan, or other required reports for the CDBG program should also be directed to tl
above address. A summary of any comments received will be attached to the approprix
documents to be submitted to HUD, along with the City's response to the comments received
When practical, a written response to the correspondent will be made by the City within fifiec
(15) working days. If it should take longer to develop a response, the City shall notify tI
correspondent in writing within fifteen (15) working days of the time period needed to provic
an answer.
BY NON-l3N-G -
It is the intent of the City to allow input by all non-English speaking, as well as English speakh
residents in the public meeting process. An interpreter fluent in that language will be present
CDBG-related public meetings when requested. In the event that a resident speaks other th
English or Spanish as a principal language, with notice, an effort will be made to find
interpreter. -
me citizens of Carlsbad through a public notice and the U.S. Department of Housing and Urb
Development will be notified of any "substantial change" in the purpose, scope, location
beneficiaries of any activity. Substantial change shall be defined as any change to an activity
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Page 6 *
which (1) over 50% of the original locations or beneficiaries are impacted by the change, or, (2)
the description of the activity is modified to the point whereby the general public would consider
it to be a new activity; or, (3) there is a substantial monetary change. Therefore, a substantial
change constitutes an amendment to the Consolidated Planning submission's One Year Action Plan
and the City will make such amendments available for review and comment, consistent with this
Citizen Participation Plan. -
Questions regarding this Citizen Participation Plan can be addressed to the following:
City of Carlsbad
Department of Housing and Redevelopment
2965 Roosevelt Street Suite B
Carlsbad CA 92008
(619) 434-2811.
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CITY OF CARLSBAl
CONSOLIDATED STRATEGY & PLA]
APPENDIX J
City of Carlsbad Summary of Public Comments
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Appendix J: Summary of Public Comments Page 2
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CONSOLIDATED STRATEGY & PLAN
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I CITY OF CARLSBA
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CONSOLIDATED STRATEGY & PLA
Summary of Comments Received During Development Process
To be included in Final Consolidated Plan document.
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1 Appendix J: Summary of Public Comments Page 2
CONSOLIDATED STRATEGY & PLAN
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