HomeMy WebLinkAbout2000-11-07; City Council; 15950; Proposals For CDBG Home Program.
CITY OF CARLSBAD - AGEhA BILL
AB# 15; 4s 0 TITLE: AUTHORIZATION TO DISTRIBUTE REQUEST FOR DEPT. HD.
‘MT=. i \ -7 ‘-El
PROPOSALS FOR THE 2001-2002 CDBGlHOME PROGRAM;
ACCEPT COMMENTS AND APPROVE CDBGlHOME PROGRAM CIJ-YATP/.
FUNDING PLAN STRATEGY; AND APPROVE THE CDBGlHOME
DEPT. H/RED PROGRAM FUNDING APPLICATION REVIEW PROCESS. CITY MGR.
RECOMMENDED ACTION:
Adopt Resolution No. m, to authorize staff to distribute a “Request for Proposals” for the
2001-2002 Community Development Block Grant (CDBG)IHome Investment Partnership (HOME)
Program; accept comments and approve the 2001-2002 CDBGIHOME Funding Plan Strategy; and,
approve the CDBG/HOME application review process.
ITEM EXPLANATION:
In fiscal year 2001-2002, the City of Carlsbad will be entitled to a new allocation of Community
Development Block Grant (CDBG) funds from the U.S. Department of Housing and Urban Development
(HUD). As a participant in the San Diego Urban County Home Investment Partnership (HOME)
Consortium, the City will also receive federal HOME funds. To receive these funds, the City must submit
a “CDBG/HOME Consolidated Funding Plan” to HUD by May 15, 2001.
CDBG Program
The total amount of CDBG funding available for the 2001-2002 program year is approximately $710,689.
This figure includes an estimated $622,000 in new CDBG entitlement allocation, $67,248 in program
income from Villa Loma property lease payments, and $21,440.63, which is available for reallocation from
previously approved activities. Of the $710,689 total CDBG funds available, approximately $124,400 will
be used for the City’s administration of the CDBG Program and $183,408 will be used for payment of the
City’s Section 108 Loan for the Villa Loma affordable housing project.
The primary objective of the CDBG program is to assist low and moderate-income persons/households.
Each proposed project must meet at least one (1) of the national objectives for the CDBG Program and at
least one of the local housing and community development objectives. The local objectives for the
Carlsbad CDBG program are outlined in the attached “CDBG/HOME Investment Partnership Funding
Plan Strategy” (Exhibit 3). These objectives reflect the City’s desire to develop a program which best
meets the various needs of low and moderate-income Carlsbad residents.
HOME Program
The primary objective of the HOME program is to provide affordable housing opportunities for lower
income households. The City of Carlsbad ;may use HOME funds to implement the following housing
activities directly, through its local housing authority, or through for profit or non-profit organizations: 1)
housing acquisition/rehabilitation; 2) housing rehabilitation; 3) housing construction; 4) rental
assistance/security deposits; 5) homebuyer assistance; and 5) associated administration/planning
activities.
The total amount of HOME funding available for allocation to eligible projects is anticipated to be
approximately $226,855. Approximately $826,000 in HOME funds previously allocated for the City’s
Single Family Rehabilitation Program are also available for reallocation to an affordable housing project if
a suitable proposal is submitted for use of the funds. The Rehabilitation Program provided grants and/or
loans to lower income homeowners. Due to federal restrictions related to the implementation of
rehabilitation programs, staff has found that the program has been only marginally successful. The key
restriction which has hindered the program has been the value cap limiting eligible properties to those
valued below $197,000 after the rehabilitation work is completed. Due to the limited success of the single
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family rehabiltation program, staff is recommending that the program be discontinued, and the balance of
funds in the program be reallocated to other eligible projects.
City Council CDBG/HOME Ad Hoc Committee
A City Council CDBG/HOME Ad Hoc Committee was formed in 1999 to review the City’s CDBGIHOME
Program Funding Strategy and develop recommendations for changes to the Strategy which might better
meet the priority needs of lower income households in Carlsbad. The Committee is recommending that
applications for funds should only be accepted from nonprofit organizations, and that providing additional
affordable housing opportunities for lower income households in Carlsbad should receive priority for
funding.
The Ad Hoc Committee is recommending that the Funding Strategy be revised so that fifty percent of
CDBG funds not utilized for program administration or public service activities be specifically designated
for affordable housing. An equal amount of funds (approximately $154,800) will be available to nonprofits
for facility improvements, site acquisitions, or other eligible activities. Staff has revised the “Request for
Proposals” (Exhibit 2) and Funding Strategy (Exhibit 3) to reflect these recommended changes.
CDBG/HOME Advisory Committee
To facilitate the selection and funding of activities which best meet the objectives of the CDBGIHOME
Program, a City Council appointed CDBGIHOME Advisory Committee will be responsible for interviewing
each applicant and making funding recommendations. The Advisory Committee will be assisted by staff,
who will evaluate and rank each of the eligible proposals according to pre-established criteria. The
Advisory Committee’s funding recommendations will then be presented to the City Council for
consideration and final approval.
The following residents were appointed on January 18, 1999 to serve two year terms on the Advisory
Committee:
Housing Commission Representative Edward Scarpelli
Planning Commission Representative Ann L’Heureux
Northeast Quadrant Representative Sally Hannon
Northwest Quadrant Representative Julio Ramirez
Southeast Quadrant Representative Steve Dorsey
Southwest Quadrant Representative Sally Lyon
Mr. Steve Dorsey, the Southeast Quadrant Representative, has moved out of the City, and another
resident must be appointed to represent that quadrant on the Committee. A new Senior Commission
Representative will also need to be appointed as Commissioner Mildred West has completed serving her
two-year term. Staff requests that the City Council appoint the two new Advisory Committee Members at
a future Council meeting.
Recommendation
In order to develop Carlsbad’s 2001-2002 CDBGIHOME Program, staff is requesting the following three
actions from City Council at this time: 1) authorization to distribute an RFP for the Program; 2)
acceptance of public comments and approval of the proposed 2001-2002 CDBG/HOME Funding Plan
Strategy; and, 3) approval of the application review and funding process for CDBG and HOME funds.
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FISCAL IMPACT:
It is anticipated that the City will receive an estimated $622,000 in new CDBG entitlement funds and
$226,855 in HOME funds during fiscal year 2001-2002. The City also has a total of $88,689 in CDBG
funds to be reallocated to new projects and $826,000 in HOME funds to reallocate for the 2001-2002
program year. Federal regulations for the CDBG program allow the City to use a maximum of 20 percent
($124,400) of the new allocation for administration costs. Federal regulations for the HOME program
allow the San Diego Urban County HOME Consortium, as the administrator, to use a maximum of 5
percent ($11,343) of the total HOME funds for administration costs. Administration of the CDBGIHOME
program can be fully funded by use of the federal funds. There is no fiscal impact on the General Fund.
EXHIBITS:
1. Resolution No. m -3 3 3 authorizing staff to distribute a “Request for Proposals” for the 2001-
2002 CDBG/HOME Program, accepting comments and approving the 2001-2002 CDBGIHOME
Consolidated Funding Plan Strategy, and approving the CDBG/HOME Program Application Review
Process.
2. “Request for Proposals” for Carlsbad’s 2001-2002 CDBG/HOME Program.
3. City of Carlsbad’s 2001-2002 CDBGIHOME Consolidated Funding Plan Strategy.
4. CDBG/HOME Program Application Review Process.
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C~cO~~~~soL~~~NO. 2000-333 .
I A RESOLUTION OF ‘Id CITY COUNCIL OF THE CITY OF CARLSBAD,
CALIFORNIA, AUTHORIZING DISTRIBUTION OF A REQUEST FOR
PROPOSALS FOR THE 2001-2002 CDBG/HOMk PROGRAM; ACCEPTING
PUBLIC COMMENTS AND APPROVING THE 2001-2002 CDBG/HOME
PROGRAM FUNDING PLAN STRATEGY; AND APPROVING THE
CDBGMOME APPLICATION REVIEW PROCESS.
WHEREAS, the City of Carlsbad, California, is entitled to a new allocation of Community
Development Block Grant (CDBG) funds from the U. S. Department of Housing and Urban
Development (HUD) for fiscal year 200 l-2002; and,
WHEREAS, on June 29, 1999 an agreement between the City and the County of San Diego was
executed approving the City’s participation in the San Diego Urban County HOME Investment
Partnership Consortium, and is, therefore, entitled to an allocation of HOME Investment Partnership
funds for the fiscal year 2001-2002; and,
WHEREAS, the City Council of the City of Carlsbad held a public hearing to consider the
distribution of a “Request for Proposals” for a 2001-2002 CDBG/HOME Program and the required
documents for development and implementation of the 200 l-2002 CDBG/HOME Program; and,
II WHEREAS, the City Council has taken all testimony into account.
NOW, THEREFORE BE IT HEREBY RESOLVED as follows:
II
1. That the above recitations are true and correct.
2. That staff of the Housing and Redevelopment Department is author&d to distribute a
“Request for Proposals” for the City of Carlsbad’s 200 l-2002 CDBGMOME Program.
3. That the City Council approves the 2001-2002 CDBG/HOME Funding Plan Strategy,
required by federal regulations, for Carlsbad’s CDBG/HOME Program.
II
4. That the City Council approves the proposed CDBG/HOME Application Review Process.
PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City
of Carlsbad, California, held on the 7th day of November, 2000, by the following vote, to wit:
AYES: Council Members Lewis, Finnila and Nygaard
NOES: Council Members Hall, and Kulchin
ABSENT: None
ABSTAIN: None
CDBG/HOME Program
Request for Proposals
Page 2
available for pubic facilities, improvements and other eligible activities. The remaining $154,790
in CDBG funds will be available for selected projects that will provide new affordable housing
opportunities in Carisbad. An additional $30,000 in CDBG funds allocated for a Housing Reserve
during the 2001-2002 program year is available for affordable housing purposes. it is expected
that approximately $828,600 in HOME funds will also be available for affordable housing projects.
The combination of CDBG and HOME funds beina made available for affordable housina totals
approximateiv S1,013,390. Specificaiiv, the S1,013,390 will be used for acauisition of propertv for
affordable housina purposes.
To develop a 2001-2002 CDBG/HOME program which meets the needs of the low and moderate
income population, Carlsbad requests assistance from members of the community. Citizen
participation is critical to the success of the Cartsbad CDBG/HOME program. Therefore, we are
encouraging all qualified nonprofit organizations to consider the needs of low and moderate
income persons within Carlsbad and submit an application for a proposed project(s) or service.
The Proposal Review Process for the CDBG/HOME Program is attached for your information.
Per federal regulations, all HOME funds must be used for affordable housing purposes and CDBG
funds may be used for, but are not limited to: public service activities, 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 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, construction of new housing and other facilities offering 24-hour care.
NATIONAL OBJECTIVES
The City of Carlsbad is committed to using CDBG funds to finance projects and services that
provide direct benefit to low and moderate income residents. Every project proposed for the
CDBG program must address at least one of the three broad National Objectives for the
program. The National Objectives are:
1. Provide direct benefit to low and moderate income persons;
2. Aid in the prevention or elimination of slums or blight; and
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.
LOCAL OBJECTIVES
In addition to meeting the National Objectives, every project proposed for CDBG funding must
meet at least one of the local Community Development Objectives which are:
1. Affordable Housina:
Provide direct benefit to lower income persons through the provision of additional
affordable housing units in Carisbad;
Provide shelter or services to homeless or near homeless persons/families which
6
CDBGIHOME Program
Request for Proposals
Page 3
result in an improved situation through employment, permanent housing,
treatment of mental, or substance abuse problems, etc.; and,
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 in Carlsbad through residential (rental and/or owner occupied)
rehabilitation programs.
2. SOCIAL SERVICES (GENERAL):
Provide assistance to non-profit public service providers who meet the basic
needs of lower income Carlsbad residents. Basic needs providers are defined as
those that provide food, shelter, clothing and, in some cases, health care:
Provide assistance to non-profit public service providers who offer counseling and
self-improvement programs/activities for lower income Carlsbad residents: and,
Provide assistance to non-profit public service providers who offer recreational
and/or cultural programs/activities for lower income Carlsbad residents.
3. SOCIAL SERVICES (CHILDREN & ADULTS):
Provide assistance to organizations which administer programs that directly
benefit lower income children 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
Provide assistance to organizations which administer programs that directly
benefit low income adults living in Carisbad. 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.
It is the intent of the City to only approve CDBG/HOME assisted projects that 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
low/moderate income households.
IV. Submission of Reauest For Proposals
All persons, organizations, agencies, etc. wishing to submit an application for funding
consideration under the CDBG/HOME program must obtain a “Funding Proposal Application”
from the City of Carlsbad Housing and Redevelopment Department. Interested persons may
request a Funding Proposal Application by calling (760) 434-2818.
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CDBG/HOME Program
Request for Proposals
Page 4
Ten copies of each project proposal must be submitted to the attention of Frank Boensch prior to
5:00 p.m. on December 22,200O at the following address:
CITY OF CARLSBAD
HOUSING AND REDEVELOPMENT DEPARTMENT
2965 ROOSEVELT STREET, SUITE B
CARLSBAD, CA 92008
IV. Technical Assistance/Questions or Comments
City staff is available to provide technical assistance in preparing applications and to
answer questions regarding the application review process. Please contact Frank
Boensch at (760) 434-2818 for information regarding technical assistance or if you have
questions or comments on the CDBG/HOME Program.
CONSOLIDATED
FUNDING PLAN
STRATEGY
CITY OF CARLSBAD
CDBG/HOME PROGRAM
PY 2001-2002
CITY OF CARLSBAD
2001-2002
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
STATEMENT OF COMMUNITY DEVELOPMENT OBJECTIVES
The City of Carisbad Community Development Block Grant (CDBG) funds will be allocated to
organizations, agencies, City Departments, or persons to implement programs or develop/improve public
facilities which meet the following community development objectives:
1. AFFORDABLE HOUSING:
. Provide direct benefit to lower income persons through the provision or retention of
affordable housing units in Carisbad;
. 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
substance abuse problems, etc.; and,
l 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 in Carisbad
through residential (rental and/or owner occupied) rehabilitation programs.
2. SOCIAL SERVICES (GENERAL):
l Provide assistance to non-profit public service providers who meet the basic needs of lower
income Carlsbad residents. Basic needs are defined as those which provide food, shelter,
clothing and, in some cases, health care;
l Provide assistance to non-profit public service providers who offer counseiing and seif-
improvement programs/activities for lower income Carisbad residents; and,
. Provide assistance to non-profit public service providers who offer recreational and/or
cultural programs/activities for lower income Carisbad residents.
3. SOCIAL SERVICES (CHILDREN &ADULTS):
. Provide assistance to organizations which administer programs that directly benefit lower
income children living in Carisbad. 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 counseiing services; and
l Provide assistance to organizations which administer programs that directly benefit low
income adults 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.
Fund Strategy 2 of 5
CITY OF CARLSBAD
2001-2002
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
SUMMARY OF FUNDS AVAILABLE FOR 2001-2002 PROGRAM YEAR
Source of Funds Amount($)
New Entitlement Grant 622,OOO.OO
Program Income 67,248.80
Reallocation of Previous Funds 21,440.63
TOTAL 710,689.43
CompletedlCanceied Project Funds to be Reallocated
Activity Year Status
Council on Aging Contribution
for Vista Senior Center Expansion 2000 Funds no longer needed
Balance ($1
20,000.00
La Posada de Guadaiupe
Roof and Floor Repairs 1998 Completed 1,384.63
La Posada de Guadalupe
Restroom/Shower Improvements 1997 Completed 66.00
TOTAL 21,440.63
Funds Available by Activity Amount ($1
Public Service
Affordable Housing
Public Facilities, improvements/Other
Program Administration/Fair Housing’
Section 108 Loan Payment2
TOTAL AVAILABLE FUNDS
93,300.oo
154,790.21
154,790.22
124,400.OO
183,408.OO
$710,689.43
1 No proposals will be accepted for CDBG funds available for planning and administrative
activities. All funds will be used for the administration of the City’s CDBG Program.
2 Funds will be used for the payment of the City’s Section 108 Loan used for the acquisition of
property for the Villa Loma Affordable Housing Project.
Fund Strategy 3of5
II
SAN DIEGO URBAN COUNTY
2001-2002
HOME INVESTMENT PARTNERSHIP
PROGRAM STRATEGY
The City of Carlsbad, as a member of the San Diego Urban County HOME Consortium, will
allocate its HOME Investment Partnership funds to implement the following activities directly,
through local housing authorities, or for-profit or non-profit organizations:
1. Property Acquisition/Housing Construction
HOME funds may be used for property acquisition and all other eligible costs of
providing new affordable housing for lower-income persons and special needs groups.
2. Housing Acquisition/Rehabilitation
HOME funds may be used for acquisition of existing housing units with or without
rehabilitation for lower-income persons and special needs groups.
3. Housing Rehabilitation
HOME funds may be used for housing rehabilitation costs incurred separately or in
connection with the acquisition of existing housing for lower-income persons and special
needs groups.
4. Rental Assistance
HOME funds may be used for tenant based rental assistance, related residential
security deposit assistance programs, and other eligible related costs.
5. Home Buyer Assistance
HOME funds may be used for home buyer assistance programs for lower income
persons. Such programs may include, but are not limited to, downpayment and closing
cost assistance, direct loan to the home buyer, interest subsidy to the lender, or “gap”
financing.
6. Administration/Planning
A portion of HOME funding may be used for eligible HOME administration and planning
costs, including direct administrative and overhead costs, public information, fair
housing, and program development costs.
Funding Process
The City’s portion of HOME funds will be awarded to eligible housing activities
implemented by the City or by for profit or non-profit organizations on behalf of the City.
Staff of the Housing and Redevelopment Department shall evaluate and determine
those eligible housing activities to be considered for funding under the HOME Program
Fund Strategy 4of5
based upon the housing need priorities established in the City’s General Plan Housing
Element and the Consolidated Plan. Staff will present to recommendations for project
funding to the City Council for consideration and final approval.
Additionally, the Urban County HOME funding program will be implemented through
twice yearly Notices of Funding Availability (NOFA’s).
Leverage
In so far as possible, HOME funds will be leveraged with other public and private
funding sources to enhance program productivity.
Area of Activity
HOME funds may be used for housing activities implemented within the City of Carlsbad.
SAN DIEGO COUNTY CONSORTIUM
2001-2002
HOME PARTNERSHIP PROGRAM
TENTATIVE FUNDING ALLOCATIONS FOR 2001-2002 PROGRAM YEAR
Participating Jurisdictions Amount ($1
Carlsbad 226,855
Encinitas 204,599
La Mesa 197,846
Santee 185,279
Vista 284,942
Urban County 2,126,979
TOTAL $3,226,500
Fund Strategy 5of5
CITY OF CARLSBAD
CDBGIHOME PROGRAM
APPLICATION REVIEW PROCESS
PURPOSE
To set forth procedures to be used for allocating the annual City of Carlsbad Home Investment
Partnership (HOME) and Community Development Block Grant (CDBG) funds.
BACKGROUND
Each year the City of Carlsbad is entitled to receive funding from the U.S. Department of Housing
& Urban Development through the CDBG Program to finance projects and/or services which
benefit low/moderate income persons/households within the community. The City also receives
federal funds through the HOME Program to implement housing activities that benefit lower
income households. In response to the City’s “Request for Proposals” for the CDBG/HOME
Program, the City receives numerous applications for funding from local organizations. In an
effort to facilitate the activity selection and funding allocation process, the following procedures
have been established for the program.
OBJECTIVE
The intent of this process is to streamline the CDBG/HOME funding allocation procedures and
implement specific proposal evaluation criteria which can be used to assist in the selection of
activities for funding on an annual basis. This process describes the CDBG/HOME application
process; outlines the review process for activity selection and funding recommendations; and,
summarizes the public hearing requirements. A CDBG/HOME Advisory Committee, will be
appointed to review and make recommendations to the City Council on funding levels for each
of the eligible activities submitted by organizations and/or city departments.
PROCEDURES
The goal of the City of Carlsbad is to develop a well balanced CDBG/HOME Program that
reflects the various needs of its low to moderate income residents, with three primary areas of
focus: 1) affordable housing: 2) general social services for lower income persons; and 3) services
for children and adults, including the elderly.
The following procedures outline the steps to be used by the Advisory Committee and staff of
the Housing and Redevelopment Department in selecting activities which provide for a well
balanced program and in making recommendations for allocation of the funds on an annual
basis:
1. Interested persons, non-profit organizations, City departments and others may submit a
request for funding on the appropriate application form. A public notice in a local
newspaper of general circulation will indicate how to obtain an application and the due
date for all proposals. Generally, the application review process will begin in November
or December of each year.
2. Upon receipt of proposals/applications for funding, Housing and Redevelopment . . . . Department staff will make a determination regarding the elrglbrlrty of each proposed
project for funding consideration under the program. Requests for funds shall be
considered for funding only if the application is complete and demonstrates that the
following conditions have been met:
a. The governing board formally authorized the organization’s request for CDBG
APPLICATION REVIEW PROCtSS
PAGE 2
and/or HOME funds from the City of Carlsbad and authorized official to bind
organization into subsequent agreements for CDBG funds ;
b. The proposed use of funds is an eligible activity, per the Federal regulations for
the CDBG and/or HOME program;
C. The organization and the proposed activity must not have any outstanding or
unresolved findings of violation of the federal regulations governing the CDBG
and/or HOME program;
d. If applying for CDBG funds, the proposed use of funds meets at least one national
objective for the CDBG program, as established by the Federal regulations:
e. If applying for CDBG funds, the proposed use of funds meets at least one local
objective for the CDBG program, as established by the City of Carlsbad’s
Community Development Plan; and,
f. If applying for HOME funds or CDBG funds which are not for public service
category activities, the proposed use of funds must be for the purpose of increasing
the availability of affordable housing for lower income households.
3. All complete applications, which have met the conditions outlined above, shall be
considered eligible for funding consideration and shall continue in the activity selection
and funding allocation process. All applications which are deemed ineligible for
funding consideration shall receive written notification that the application for funds is
ineligible due to a specified reason and will not be reviewed further by staff or the
Advisory Committee.
4. The Advisory Committee will consider the needs of lower income Carlsbad residents in
developing recommendations to the City Council for the funding of activities which are
the “most qualified” to meet those needs. The Committee will consist of seven (7)
members and will include the following representatives to be appointed by the City
Council: Senior Commissioner, Planning Commissioner, Housing Commissioner, and four
citizens-at-large (one from each quadrant of the City).
5. Each eligible application for funds shall be reviewed and evaluated, for ranking
purposes, based upon the criteria outlined below. Housing and Redevelopment
Department staff will evaluate each eligible proposal/application for funds and assign a
score based on a maximum 100 point scale using the following criteria:
a. ORGANIZATIONAL ABILITY/CAPACITY Maximum of 25 Points
i. Experience of organization in providing 5 Points services to low/moderate income
persons/households and in providing the
proposed activity.
ii. Capacity/ability of staff assigned to 5 Points
implement proposed activity.
ii. Organization’s experience with the 5 Points
administration of CDBG or other State or
Federal funds.
APPLICATION REVIEW PROCtSS
PAGE 3
iv. Level of ability demonstrated by organization
to provide services and to adhere to
applicable local, State, or Federal regulations
governing funding sources.
b. FINANCIAL CAPACITY/STABILITY
i. Leveraging of CDBG funds with outside
resources to finance proposed activity.
II. Relatively stable financial position
C IMPLEMENTATION OF ACTIVITY
i. Demonstration of organization’s readiness to
implement proposed activity
d BENEFITS/BENEFICIARIES
i. Accessibility of activity for use by Carlsbad
clients.
ii. Extent to which proposed activity benefits low
income persons/households (50% of median
family income). . . . Ill. Extent to which proposed activity benefits low
income Cartsbad households
iv. Extent to which proposed activity meets the
needs of low income residents
10 Points
Maximum of 25 Points
15 Points
10 Points
Maximum of 10 Points
10 Points
Maximum of 40 Points
10 Points
IO Points
10 Points
10 Points
Housing and Redevelopment Department staff will initially evaluate the organization’s
proposal according to the above pre-established criteria. A total of 100 points are
available for each proposal. Each proposal will be ranked according to total points
received in the evaluation process. A copy of the Evaluation Form is attached as Exhibit
A for information purposes only.
6. To facilitate the complete evaluation of eligible proposals/applications, applicants will
be given the opportunity to participate in a 10 minute interview with the Funding
Advisory Committee and staff. The public will also be given the opportunity to comment
on the eligible proposals being considered for funding.
The interview will provide the Advisory Committee and staff with an opportunity to obtain
additional information regarding the organization and the proposed activity that may
not have been provided, or was unclear in the application. Applicants should provide
any documents which may assist the Advisory Committee and staff in evaluating the
proposal/application Drier to this interview.
7. Following the interview of each eligible proposal/application, staff will complete its
evaluation of the proposal according to the criteria noted above and then categorize
the eligible proposals/applications in rank order into the following three classifications:
a.
b.
C.
Public services/facilities for the purpose of providing or maintaining affordable
housing;
Public services/facilities for the purpose of providing general social services: and
Public services/facilities for the purpose of providing specialized social services for
children and adults.
This information will then be presented to the Advisory Committee for further review to
determine the level of funding to be recommended for each proposal.
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APPLICATION REVIEW PROtcSS
PAGE 4
8. It is the Advisory Committee’s responsibility to make a recommendation on the level of
funding to be allocated to the eligible activities according to the order the
proposals/applications were ranked within each classification. The Advisory Committee
shall work from the top of each list to the bottom, taking one proposal at a time on a
rotation basis from each classification, and recommend a funding level for the proposal
until all available funds have been allocated to eligible activities. This process will be
used to make funding recommendations for both public service and affordable housing
proposals.
The minimum funding level for each recommended public service activity shall be $5,000
and $20,000 for affordable housing activities, but shall not exceed the requested funding
amount.
EXAMPLE: The Advisory Committee shall take the first public service activity listed within
“Affordable Housing” and make a funding recommendation for this activity. Then, the
Committee will consider a funding recommendation for the first public service activity
listed under “General Social Services” and so on. Once a recommendation for funding
has been made for an activity within each of the three classifications, the Committee will
then move to the next activity listed. This process will be repeated to also develop
funding recommendations for affordable housing proposals.
CDBG/HOME PROGRAM
FUND ALLOCATION PROCESS
PUBLIC SERVICE ACTIVITIES/PROJECTS
Housing General Social Social Services -
Services Children & Adults
1. 1. 1.
2. 2. 2.
3. 3. 3.
4. 4. 4.
5. 5. 5.
TOTAL TOTAL TOTAL
TOTAL FUNDS ALLOCATED
TOTAL FUNDS AVAILABLE :
FUNDS OVER/UNDER TOTAL AVAILABLE $
9. The Advisory Committee’s funding recommendations will be presented to the City
Council for action during a public hearing. All applications submitted and the
funding recommendations made by the Advisory Committee will be submitted to
the City Council for consideration by the end of April of each year.
10. After accepting public comments on the proposals and recommendations, the
City Council may accept the Committee’s recommendations as submitted or
modify them as necessary to meet the needs of low/moderate income persons
within the community.
/7
APPLICATION REVIEW PROCdS
PAGE 5
11. Following City Council action, a Consolidated Funding Plan, including the list of
selected activities and funding amounts for the CDBG/HOME Program, will be
submitted to the U.S. Department of Housing and Urban Development for final
approval.
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