Loading...
HomeMy WebLinkAbout2001-09-18; City Council; 16357; Performance & Evaluation For CDBG ProgramCITY OF CARLSBAD -AGENDA BILL AB# k 357 TITLE: q-/\-o \ 2000-2001 CONSOLIDATED ANNUAL PERFORMANCE AND MTG. EVALUATION REPORT FOR COMMUNITY DEVELOPMENT CITY ATTY. BLOCK GRANT PROGRAM - I RECOMMENDED ACTION: Adopt Resolution No. 200 1 -ggq approving the City of Carlsbad’s 2000-2001 Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program. I ITEM EXPLANATION: As required by the federal regulations for the Community Development Block Grant (CDBG) Program, staff has prepared a Consolidated Annual Performance and Evaluation Report (CAPER) for submission to the U.S. Department of Housing and Urban Development (HUD). The period covered by the attached CAPER is July 1,200O to June 30,200l. As a recipient of federal CDBG Entitlement funds, the City of Carlsbad is required to prepare a CAPER on an annual basis. The purpose of the CAPER is to: 1) Report on progress in carrying out the Consolidated Plan Annual Strategy; and 2) Assess the City’s annual performance in relationship to meeting the City’s overall CDBG priorities. The City of Carlsbad CDBG Program continues to make progress towards meeting National Objectives established by Congress and Local Objectives approved by Council as part of the City’s Annual Consolidated Plan. Approximately $520,000 in CDBG funds have been expended during the 2000-2001 Program Year, including funds allocated for public service organizations, repayments on a CDBG Section 108 Loan to purchase property for the Villa Loma Affordable Apartment Project, and CDBG program administration costs. The City is required to make the CAPER available to the public for review and comment. A notice was published in a local newspaper announcing the public review and comment period. In addition, all CDBG fund recipients and other interested parties were mailed a notice announcing the public review and comment period. The public review and comment period for the CAPER was initiated on August 17, 2001. Comments were accepted until 5:00 p.m. on September 4, 2001. A summary of comments received during the public review period are attached as Appendix G to the CAPER. I FISCAL IMPACT: No fiscal impact. I EXHIBITS: 1. Resolution NO. *o t - asr-! approving the City of Carlsbad’s 2000-2001 Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program. 2. 2000-2001 Consolidated Annual Performance and Evaluation Report (On file in City Clerk’s Office) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 39 RESOLUTION NO. 2001-284 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA TO APPROVE THE SUBMITTAL OF THE 2000-2001 CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT FOR THE COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM TO THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. WHEREAS, the City of Carlsbad, is a recipient of federal Community Development Block Grant (CDBG) funds administered by the U.S. Department of Housing and Urban Development (HUD); WHEREAS, a Consolidated Annual Performance and Evaluation Report is required by the U.S. Department of Housing and Urban Development, for review of the City’s performance in carrying out its Annual Strategy and in relationship to meeting the City’s overall five year priorities and strategies for housing and community development; WHEREAS, the City Council of the City of Carlsbad has considered the City’s 2000-2001 Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program; and WHEREAS, the City Council has taken all testimony into account. NOW, THEREFORE, BE IT HEREBY RESOLVED by the City Council of the City of Carlsbad, California, as follows: 1. The above recitations are true and correct. 2. That the City of Carlsbad’s 2000-2001 Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program is hereby approved for submission to the U.S. Department of Housing and Urban Development. I//// I//// I//// 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 3Q 3. That the City of Carlsbad published a notice in a local general circulation newspaper announcing a fifteen (15) day public review and comment period on the 2000-2001 Consolidated Annual Performance and Evaluation Report. PASSED, APPROVED, AND ADOPTED at a regular meeting of the City Council of the City of Carlsbad, California, held on the 18th dayof September 2001, by the following vote, to wit: AYES: Council Members Lewis, Kulchin, Finnila, and Hall. NOES: None. ABSENT: Council Member Nygaard. ABSTAIN: None. I @i%AUDE A. LEWIS, Mayor ATTEST: !!&RAINE M. WO@b, City Clerk 2 EXHIBIT 2 stcfvl 12 4-Ii-01 IQ-l3 %,35-7 CITY OF CARLSBAD CONSOLIDATEDANNUAL PERFORMANCEANDEVALUATION REPORT(CAPER) JULY 1,200O TO JUNE 30,200l PREPARED BY THE HOUSING AND REDEVELOPMENT DEPARTMENT CITY OF CARLSBAD 2965 ROOSEVELT STREET, SUIT-E B CARLSBAD CALIFORNIA 92008 CITY OF CARLSBAD 2000-2001 COMPREHENSIVE ANNUAL PERFORMANCE AND EVALUATION REPORT Table of Contents I. Annual Performance A. Resources Made Available 1. Affordable Housing 1 2. General Social Services 7 3. Specialized Social Services 8 B. Continuum of Care C. Geographic Distribution D. Leveraging of Resources E. Documentation of Assistance F. Other Activities Undertaken II. Assessment of Annual Performance A. Assessment of Performance 1. Affordable Housing 2. General Social Services 3. Specialized Social Services B. Future Actions III. Appendixes A. Description of Process for Public Review and Comment B. City of Carlsbad Affordable Housing Projects C. Financial Summary Report D. Activity Summary Report E. Summary of Consolidated Plan Projects F. Summary of Community Development Accomplishments 10 10 11 11 11 17 19 19 20 G. Summary of Public Comments CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT PART I. ANNUAL PERFORMANCE A. Resources Made Available Within the Jurisdiction for Housing Activities The resources discussed in the following narrative include information on the source of funding, administering agency, the number and type of households/persons assisted, and program accomplishments. The various programs are described under each objective and the performance during the past year is measured against the objectives and priorities identified in the Five Year Consolidated Plan and the goals stated in the 2000-2001 Action Plan. 1. AFFORDABLE HOUSING a. OBJECTIVE: Provide direct benefit to lower income persons through the provision or retention of affordable housing units within Carlsbad ONE YEAR GOAL: Assist approximately 812 non-homeless households, families, and individuals obtain affordable housing in Carlsbad by providing rental assistance, home buyer programs, single family residential rehabilitation programs, and new construction assistance. RESOURCES MADE AVAILABLE: Section 8 Tenant-Based Rental Assistance Program: The Housing Choice Voucher Program is funded by HUD and administered by the City of Carlsbad Housing Agency. The total amount of funds available for the 2000-2001 Section 8 Rental Assistance Program was $3,141,395. The Agency also received an additional 50 Housing Choice Vouchers effective October 1, 2000 Table 1.1: Section 8 Tenant-Based Rental Assistance Section 8 Rental Assist&& I*j ‘* : : s: ,.; Program 3k$&itlon Housing Assistance Payments Amount of actual rental subsidies paid to participating landlords on behalf of very low-income households. Operating Costs Program administrative costs earned for Housing Agency staff salaries, benefits, and maintenance/operating costs to operate the Rental Assistance Program. Amount $2,833,972 $369,279 CDBG Section 108 Loan Repayment: The City received approximately $1.2 million in a CDBG Section 108 loan in a previously reported fiscal year to assist in the land acquisition for a 21 acre site on which the Villa Loma Apartment affordable housing project is located. In fiscal year 2000-2001 there was $185,278 in CDBG funds budgeted for the annual payment of that loan. Redevelopment Low and Moderate Income Housing Set-Aside Fund: Redevelopment Housing Set- Aside funds are based on twenty percent of the total annual redevelopment tax increment received by the Carlsbad Redevelopment Agency. Tax increment revenues are based on one percent of the property taxes assessed within the Village Redevelopment Area. At least twenty percent of the tax increment revenues are required to be set aside by California Redevelopment Law for housing purposes for low and moderate- income households. As of July 1, 2000, the Redevelopment Low and Moderate Income Housing Fund account contained an unencumbered balance of $108,915. San Diego County Regional Mortgage Credit Certificate Program: The Mortgage Credit Certificate Program (MCC), authorized by Congress in the Deficit Reduction Act of 1984, is an alternative to mortgage revenue bond-backed financing as a means of providing financial assistance for the purchase of single family housing. In 1985, the State of California adopted legislation authorizing local bond issuing 2000-2001 Comprehensive Annual Performance and Evaluation Report 1 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT agencies to make MCCs available in California. This program is designed to primarily benefit first time home buyers of new and.existing housing units. In May 1994, the City of Carlsbad, along with other participating jurisdictions formed the San Diego County Regional Mortgage Credit Certificate (MCC) Program. This program is administered by the County of San Diego on behalf of the participating jurisdictions. Affordable Housing Trust Fund: With the implementation of the City’s Inclusionary Housing Ordinance, the City established a Housing Trust Fund to collect those fees generated from the Inclusionary Housing In-Lieu fee, the Inclusionary Housing Impact Fee, and the sale of affordable housing credits to satisfy a developer’s inclusionary housing obligation. All fees collected are used exclusively to facilitate the construction, preservation, and maintenance of affordable housing as it particularly relates to the City’s Inclusionary Housing Ordinance. As of July 1, 2000, the Housing Trust Fund contained an unencumbered balance of $1,274,910. As allowed by the Inclusionary Housing ordinance, residential projects with 6 or fewer units may make an “In-lieu” contribution, consisting of funds, land or some other asset for use in providing housing for lower- income households. The In-Lieu Fee as revised by City Council is $4,515 per housing unit. For those residential projects where the application for a discretionary permit is deemed complete or approval is granted prior to May 21, 1993, the effective date of the Inclusionary Housing ordinance, an Inclusionary Housing “Impact” Fee will be paid to the City for use in providing housing for lower-income households. The Housing Impact Fee is $2,925 per housing unit. As in the case of the Villa Loma Affordable Apartment project, with financial assistance from the City, affordable housing projects may be constructed that exceeds a developer’s inclusionary housing obligation. In such circumstances, the City may allow other developers to purchase affordable housing credits for those affordable units in excess of the original developer’s inclusionary housing obligation to satisfy their inclusionary housing obligation. HOUSEHOLDS ASSISTED/PROGRAM ACHIEVEMENTS: A total of 113 1 households were assisted in obtaining affordable housing during the 2000-2001 reporting period through the following programs. Section 8 Rental Assistance Program: The Carlsbad Housing Agency provides rental assistance for very low-income and extremely low-income households. A total of 628 Certificates/Vouchers have been allocated to the Carlsbad Housing Agency for Tenant-Based Rental Assistance. As of June 30, 2001, 509 households were receiving rental assistance, representing an average lease up rate of approximately 94 percent for the 2000-2001 program year. (New vouchers were not available until October of 2001.) The following table represents the number of families (by category) assisted with housing during the reporting period: 2000-200 1 Comprehensive Annual Performance and Evaluation Report 2 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT Table 1.2: Section 8 Tenant-Based Rental Assistance - Households Assisted ~ Household &&g* : iI: ’ : ;j- y,: +_ ij/ :&us&*$& z : ,’ i: (( ,__,, ‘,I :,, c k&ted’& bf (( 3,) I,;*‘;. : : I) 06/i/30& Elderly Households where the head of household or spose is 62 years of age or 182 older. Disabled Non-elderly households where the head of household or spose has a documented disability. 143 Families with Children Households where at least one member is under 18 years of age.. 100 This program addressed the following priority(s) in the Consolidated Plan Priority Needs Summary Table: Small, Large, and Elderly Renter Households, greater than 30% Cost Burden (High) CDBG Section 108 Loan: The City expended $185,278 in CDBG funds in 2000-2001 for the annual payment on the Section 108 loan that was previously reported to assist in the land acquisition for a 21 acre site on which the Villa Loma Apartment affordable housing project is located. Villa Loma Apartments offer affordable housing to approximately 344 very low-income and low-income renter households. Construction of the project was completed in the spring of 1996. All 344 units have been leased as of June 30, 1998. This activity addressed the following priority(s) in the Consolidated Plan Priority Needs Summary Table: Small, Large, and Elderly Renter Households, greater than 30% Cost Burden (High) Redevelopment Low and Moderate Income Housing Set-Aside Fund: The City/Redevelopment Agency utilized $70,787 during the 2000-2001 reporting period for planning and administrative costs, which are necessary for the production, improvement, or preservation of housing affordable to lower- income households. In order to develop affordable housing in Carlsbad, it is necessary for staff to meet regularly with local developers, non-profit organizations, and other interested parties who are willing and able to assist the City in meeting its housing needs. Affordable Housing Trust Fund: The City/Redevelopment Agency utilized $172,720 from the Affordable Housing Trust Fund for planning and administrative expenses. In order to develop affordable housing in Carlsbad, it is necessary for staff to meet regularly with local developers, non-profit organizations and other interested parties who are willing and able to assist the City in meeting its housing needs. The Housing & Redevelopment Department has worked with numerous for-profit and non-profit developers on potential new construction and acquisition/rehabilitation projects. Construction of 1,724 units is currently being proposed to satisfy affordable housing requirements of new developments as called for by Section 21.85 of the City’s Municipal Code. Of the 1,724 units, 939 units have been constructed and occupied, 86 units are under construction, and 699 units have been approved or are to be reviewed by the City Council for future construction. A combination of Redevelopment Set-Aside Funds and Housing Trust Funds were used to assist in constructing a total of 258 new affordable housing units during the 2000-2001 program year. (138 unit Laura1 Tree Apartments, 92 unit Poinsettia Station Apartments, and 28 units in the Ranch0 Carrillo development) 2000-200 1 Comprehensive Annual Performance and Evaluation Report 3 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT Table 1.3: lnclus * Estimates for units under consideration are based on staff’s current understanding of the developer’s intentions. Please see Appendix B to this report for a detailed list of projects (approved and pending). These projects address the following priority(s) in the Consolidated Plan Priority Needs Summary Table: Small, Large, and Elderly Renter Households, greater than 30% Cost Burden (High) and Owner Households, greater than 30% and 50% Cost Burden (Medium) San Diego County Regional Mortgage Credit Certificate Program: Mortgage Credit Certificates were issued to one moderate income household to assist them in purchasing a home in Carlsbad during the 2000-2001 fiscal year. Assistance to these households represents a tax credit allocation of $91,200. An administrative expense of $273 was expended for the City’s proportionate share of the Regional MCC program. This program addressed the following priority(s) in the Consolidated Plan Priority Needs Summary Table: Owner Households, greater than 30% and 50% Cost Burden (Medium) Carlsbad Home Buyer Assistance Program (CHAP): The CHAP has been developed in cooperation with the Bank of America in response to their mandatory inclusionary housing obligation. $3.22 million has been reserved for the program. All administrative and marketing expenditures are the responsibility of the Housing and Redevelopment Department. A total of 19 loans totaling $380,000 were approved during the 2000-2001 reporting period. This program addressed the following priority in the Consolidated Plan Priority Needs Summary Table: Owner Households, greater than 30% and 50% Cost Burden (Medium) b. OBJECTIVE: 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. ONE YEAR GOAL: The City’s goal was to assist approximately 1,059 homeless or near homeless persons/families by providing shelter and/or supportive services. RESOURCES MADE AVAILABLE: Community Development Block Grant (CDBG) Program: The U.S. Department of Housing and Urban Development (HUD) provides funds through the CDBG program to assist local governments in the development of viable urban communities by providing decent housing, a suitable living environment and expanding economic opportunities, principally for persons of low and moderate income. CDBG funds are received from HUD on an annual basis. The City of Carlsbad was entitled to receive $622,000 in new CDBG funds and had $16,654 available from previously funded activities that were either canceled or completed with a surplus of funds. For 2000-2001, $142,026 was allocated for activities that provided 2000-200 1 Comprehensive Annual Performance and Evaluation Report 4 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT shelter and services to the homeless or near homeless. HOUSEHOLDS ASSISTED/PROGRAM ACHIEVEMENTS: Community Development Block Grant (CDBG) Program: In 2000-2001, a total of 1190 homeless or near homeless persons were assisted through various North County shelters and programs funded in part with Carlsbad’s CDBG funds. The following table represents the number of persons assisted with shelter and/or supportive services during the reporting period: Table 1.4: CDBG Funded Homeless/Near Homeless Proiects - Persons Assisted LL GI I ,: z “;‘I( ACTNITY/RJKWlIlWT .yp~~OFpqHSON~ : :_ ; ~ASSISTl?.D Brother Benno Center/ IBrother Benno Center for Human Development provides food and 1 79 IBrother Benno Foundation 1 ot er 1 h l’f e necessities to the homeless and near homeless. I 3260 Production Ave. Oceanside House of Dorothy, Barbara Transitional shelter for women in recovery from substance abuse. 23 and Rosemary/ 3037 Jefferson Street, Carlsbad Brother Benno Foundation Food Program/ Fraternity House provides shelter and services to homeless men 3 Fraternity House, Inc. and women with AIDS. 120702 Elfin Forest Road, Escondido Operations and Facility ILa Posada de Guadalupe provides a shelter for homeless men. I 404 Improvements/ Catholic Charities 2472-2476 Impala Dr. Carlsbad Homeless Prevention Homeless Prevention Program provides case management, food, 265 Program/ transportation and other services. Community Resource Center 650 Second Street, Encinitas Food Program/ Food Program at Emergency shelter for abused, abandoned or 1 Casa de Amparo severely neglected children. 4070 Mission Avenue, Oceanside Emergency Housing/ Emergency Housing Program for Carlsbad residents including 2 North Coastal Service Center motel voucher and one-time rental assistance. 1900 Apple Street, Suite 5, Oceanside Operations/ Women’s Resource Center Shelter and supportive services for women and children who are victims of domestic violence. 1963 Apple St. Oceanside 104 Operations and Facility Comprehensive housing services that include shared housing, 309 Improvements/ tenant-land relations, and other services. Lifeline Community Services 200 Michigan Avenue, Vista TOTAL 1190 During Program Year 2000-2001, the City of Carlsbad addressed the needs of homeless or near homeless individuals and families by funding nine homeless shelters or service providers located in various cities through out the North San Diego County area. La Posada de Guadalupe, operated by Catholic Charities, is the only Carlsbad homeless shelter providing shelter, food and educational programs for 404 homeless men. Fraternity House in Escondido provided shelter, food, and medical care for 3 individuals from the Carlsbad community. The Women’s Resource Center provided emergency shelter, as well as supportive services, to 104 Carlsbad residents who are victims of domestic violence. The Brother Benno Center for Human Development provided meals, showers, clothing and laundry facilities to 79 Carlsbad residents. The Brother Benno Foundation also operates the House of Dorothy, Barbara and Rosemary, which provided shelter and other services to 23 women in recovery from substance 2000-2001 Comprehensive Annual Performance and Evaluation Report 5 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT abuse. The Community Resource Center offered case management services and emergency assistance to 265 Carlsbad residents. Lifeline Community Services was able to assist 309 Carlsbad households with various housing services. Casa de Amparo provided emergency shelter and support services to one Carlsbad child. North Coastal Service Center provided emergency housing services to two Carlsbad residents. These activities addressed the following priority(s) in the Consolidated Plan Priority Needs Summary Table: Transitional Shelters for Individuals (High), Transitional Shelter for Families (Medium), Emergency Shelters for Familes and Individuals (Low), c. OBJECTIVE: 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. ONE YEAR GOAL: Assist approximately 5 lower income single family homeowners and mobile homeowners with loans/grants to rehabilitate their residences RESOURCES MADE AVAILABLE: Community Development Block Grant (CDBG): The Single Family Residential Rehabilitation Program is administered by the County of San Diego on behalf of the City of Carlsbad. The Rehabilitation Program offers low and moderate income homeowners a Deferred No Interest Loan for up to $20,000, a $1,000 Weatherization Grant and/or a $1,000 grant for elderly/handicapped persons. In 2000-2001 there was an existing balance of previously allocated CDBG funds for single family and mobile home rehabilitation loans/grants in the amount of approximately $84,600. HOME Investment Partnership Program: The HOME Investment Partnership Program, authorized by Congress in the National Affordable Housing Act of 1990, offers communities the opportunity to address a wide array of affordable housing needs. HOME funds can be used for new construction, rehabilitation or acquisition of rental housing, rehabilitation of owner occupied housing, home buyer assistance, and tenant based rental assistance. The City of Carlsbad has not been designated by the U.S. Department of Housing and Urban Development as a participating jurisdiction eligible to receive entitlement funding under the HOME Program. In June 1995, the City Council elected to participate with the County of San Diego and other San Diego County jurisdictions to form a HOME consortia eligible to receive entitlement funds. Approximately $233,200 in HOME funding was available for the program during the 2000-2001 program year. HOUSEHOLDS ASSISTED/PROGRAM ACHIEVEMENTS: The City did not meet its goal of assisting five households through the single family home and mobile home rehabilitation program. No rehabilitation projects were completed as no applicants were eligible for the program. The main reason for this lack of eligible applications was due to the requirement that homes in the San Diego area to be improved with HOME funds must not be valued at over $239,250 after completion of the improvements. Due to the recent increase in Carlsbad property values, very few properties in the City now qualify for the rehabilitation program with use of HOME funds. CDBG funds allocated to the program are set aside for use on rehabilitation projects that require abatement measures for lead based paint hazards. This program addressed the following priority(s) in the Consolidated Plan Priority Needs Summary Table: Owner Households Physical Defects (Medium) 2000-2001 Comprehensive Annual Performance and Evaluation Report 6 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT 2. GENERAL SOCIAL SERVICES a. OBJECTIVE: Provide assistance to nonprofit service providers who meet the basic needs of lower income persons. (Basic needs service providers are defined as those providing food, shelter, clothing and, in some cases, health care.) ONE YEAR GOAL: Assist approximately 1,128 lower income persons with basic needs. RESOURCES MADE AVAILABLE: Community Development Block Grant (CDBG): A total of $105,500 was allocated in 2000-2001 for service activities and improvement projects to address the basic needs of lower income persons in Carlsbad. HOUSEHOLDS ASSISTED/PROGRAM ACHIEVEMENTS: A total of 975 Carlsbad residents were provided with basic needs such as food, shelter, clothing, and health services through seven agencies. Table 1.5: CDBG Funds Allocated/Persons Assisted - Basic Needs Services ‘, ‘: ‘$ :,;, 3p@Yliy% ,, ? ! Activity/Recipient h&b& Basic Need Services: Brother Benno Foundation IBrother Benno Center for Human Development I $65001 79 Brother Benno Foundation Catholic Charities Community Resource Center Fraternity House, Inc. Women’s Resource Center Casa de Amparo Meals on Wheels TOTAL Basic Needs Facilities Catholic Charities TOTAL provides food, clothing, and other life necessities to the homeless and poor. 3260 Production Ave. Oceanside House of Dorothy, Barbara and Rosemary Transitional shelter for women recovering from substance abuse. 3037 Jefferson Street, Carlsbad Operation of La Posada de Guadalupe, a shelter for homeless men. 2472-2476 Impala Dr., Carlsbad Homeless Prevention Program provides food, bus tokens, counseling and case management. 3138 Roosevelt St., Carlsbad Operated by Fraternity House, Inc. The House provides shelter and services to persons with AIDS. 20702 Elfin Forest Road, Escondido Shelter and supportive services for women and children who are victims of domestic violence. 1963 Apple St. Oceanside Shelter and services for abused or neglected children. 4070 Mission Avenue, Oceanside Delivery of meals to low income seniors and disabled individuals in Carlsbad. 930 Boardwalk, Suite C, San Marcos $5,000 23 $8,500 404 $6,000 265 $5,500 3 $7,500 104 $6,500 1 $5,000 96 $45,500 975 Rehabilitation of La Posada de Guadalupe, a shelter for homeless men. 2472-2476 Impala Dr., Carlsbad $60,000 404 $60.000 404 These activities addressed the following priority(s) in the Consolidated Plan Priority Needs Summary Table: Public Services: Youth (High), Handicapped (Medium), Substance Abuse (Low); Homeless: Transitional Shelters (High), Emergency Shelters (Low). 2000-2001 Comprehensive Annual Performance and Evaluation Report 7 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT b. OBJECTIVE: Provide assistance to nonprofit public service providers who offer counseling and self-improvement programs/activities for lower income persons ONE YEAR GOAL: Assist approximately 54 lower income persons with counseling and/or self- improvement programs. RESOURCES MADE AVAILABLE: Community Development Block Grant (CDBG): A total of $14,000 was allocated in 2000-2001 for one nonprofit organization to provide counseling to Carlsbad residents. HOUSEHOLDS ASSISTED/PROGRAM ACHIEVEMENTS: A total of 105 Carlsbad residents were provided counseling services through the Women’s Resource Center and Casa De Amparo. rovement Services children who are victims of domestic violence. 3. SPECIALIZED SOCIAL SERVICES a. OBJECTIVE: Provide assistance to organizations that 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 ONE YEAR GOAL: Assist approximately 540 lower income children with programs that provide one or more of the following activities: day care, after-school care, cultural enrichment, recreation, health care/immunization or self-improvement. RESOURCES MADE AVAILABLE: Community Development Block Grant (CDBG): A total of $18,800 was allocated in 2000-2001 for service projects for lower income Carlsbad children that provided one or more of the following activities: day care, after-school care, cultural enrichment, recreation, health care, or self-improvement. An additional $180,000 was allocated to organizations providing youth services for construction related activities. HOUSEHOLDS ASSISTED/PROGRAM ACHIBVEMBNTS: A total of 466 lower income Carlsbad children were provided programs through three agencies that offer one or more of the following activities: day care, after-school care, cultural enrichment, recreation, health care, or self-improvement programs. 2000-200 1 Comprehensive Annual Performance and Evaluation Report 8 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT activities such as tutoring, dances, sports, seminars, Join Hands Save a Life Development of a facility for the gang prevention program $80,000 TOTAL $180,000 These activities address the following priority(s) in the Consolidated Plan Priority Needs Summary Table: Public Services: Youth (High); Public Facilities: Youth Centers (Low) Parks and/or Recreational Facilities (Low) b. OBJECTIVE: Provide assistance to organizations that 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. Program designed for elderly adult 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. ONE YEAR GOAL: Assist approximately 472 lower income adults with programs that provide one or more of the following activities: employment services, job training and educational programs; and for elderly only programs: meals, homemaking or personal assistance services, financial assistance services, counseling, transportation or shared housing or other housing related services. RESOURCES MADE AVAILABLE: Community Development Block Grant (CDBG): $17,000 was allocated in 2000-2001 for service projects for lower income Carlsbad adults that provided one or more of the following activities: employment services, job training and educational programs; and for elderly only programs: meals, homemaking or personal assistance services, financial assistance services, counseling, transportation or shared housing or other housing related services. HOUSEHOLDS ASSISTED/PROGRAM ACHIEVEMENTS: A total of 171 Carlsbad adults were provided programs that offered one or more of the following activities: employment services, job training and educational programs; and for elderly only programs: meals, homemaking or personal assistance services, financial assistance services, counseling, transportation or shared housing or other housing related services. 2000-200 1 Comprehensive Annual Performance and Evaluation Report 9 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT Table 1.8: CDBG Funds Allocated/Persons Assisted - Specialized Services to Adults , f;‘,.‘-(i( ,‘, ((~ !(I ‘_, :( ” , $Tdil& Pe&j$,. ‘2 Activity/Recipient Deseriptian Alheated Assista Meals on Wheels Delivery of two meals per day, five days a week to $5,000 96 home-bound seniors and the disabled within the City of Carlsbad North County Council on Aging Homemaking services, case management, $5,000 54 transportation and other services for frail, elderly adults Community Care for Adults Day Care Center for persons with Alzheimer’s $5,000 21 Disease or other mental dementia. TOTAL $17,000 171 These activities address the following priority(s) in the Consolidate Plan Priority Needs Summary Table: Public Services: Seniors (High), Employment Training (Medium), Handicapped (Low), Transportation (Low) B. Continuum of Care The City of Carlsbad’s strategy for providing a continuum of care for the homeless includes contracting with various non-profit agencies for the provision of essential services. Each agency with which the City contracts has the expertise to provide services to the homeless at one or more stages along the continuum of care. The Community Resource Center offers a program specifically designed to prevent homelessness. They assist financially distressed families with food, transportation, counseling and case management services. The Brother Benno Center also helps prevent homelessness through the provision of food programs for struggling families. The Brother Benno Center additionally provides food, clothing and other basic-needs services to the homeless. The La Posada de Guadalupe shelter in Carlsbad provides emergency shelter for adult men. The Women’s Resource Center provides emergency shelter for women and their children who are victims of domestic violence. Casa de Amparo provides emergency shelter for abused, neglected, or abandoned children. Lifeline Community Services offers a wide variety of housing services for Carlsbad residents. The emphasis is on shared-housing opportunities that can provide an individual or family with transitional or permanent housing solutions. Fraternity House provides supportive housing and care for men and women who are disabled by HIV/AIDS. The residents receive comprehensive care and services in a warm and caring environment where they can spend their last days in comfort and dignity. Direct action by the City in the continuum of care spectrum includes the City’s Section 8 Tenant Based Rental Assistance program that offers affordable housing solutions for Carlsbad residents. This program also provides the Family Self-Sufficiency program, which strives to lead families to complete self- sufficiency and financial independence. The City has made a commitment to providing permanent affordable housing to Carlsbad residents. A total of 939 units have been built, 86 units are under construction, and 699 units are approved or proposed for future City Council review. C. Geographic Distribution All CDBG program funds were allocated to projects or organizations that are located within Carlsbad or provide services to North County residents including residents of Carlsbad. Of those funds specifically allocated to projects and programs operating within Carlsbad, the City has allocated funds not only where there is a need, but has also allocated funds to be used throughout the entire city, thereby reducing the concentration of invested funds in any one area of the City. 2000-200 1 Comprehensive Annual Performance and Evaluation Report 10 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT The Residential Rehabilitation Program is available to single family home owners throughout the City. The Villa Loma Affordable Housing Project property acquired using the Affordable Housing Reserve Fund and Section 108 CDBG Loan is located within the Southwest Quadrant. The La Posada de Guadalupe homeless shelter sponsored by Catholic Charities is located in the Northeast Quadrant. The Community Resource Center was located in the Northwest Quadrant and in the census tract with the highest concentration of lower-income persons in the City. (The Community Resource Center no longer operates a facility in Carlsbad due to a rent increase. The organization continues to seek another Carlsbad location and is serving Carlsbad residents through their Encinitas facility.) Other agencies providing services to Carlsbad residents are located in the surrounding cities of Oceanside, Vista, and Encinitas. As of June 30, 2001, 509 households were participants in the City’s Section 8 Tenant-Based Rental Assistance Program. Approximately one-half of the households reside within Census Tract 179.00 of the City of Carlsbad, which has the highest concentration of low income and ethnic/racial minority households in the City. Federal regulations allow program participants to live in any eligible housing unit within the United States. D. Leveraging of Available Resources 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 throughout the entire city. The City supports the use of CDBG, HOME, and Redevelopment Set-Aside funds, as well as Affordable Housing Trust funds for “gap financing” by private and non-profit entities in their efforts to develop affordable housing. All CDBG program and Redevelopment Housing Set-Aside funds are leveraged with other sources of income, such as other federal, state, local and private funds. For organizations that are allocated CDBG program funds, these funds do not cover all of their costs and are merely leveraged with other sources of income to operate the funded program. Bank of America has developed and implemented a Carlsbad Home Buyer Assistance Program (CHAP) in response to their mandatory inclusionary housing obligation. Bank of America provides “silent” second mortgage loans to low income home buyers. A total of 19 loan applications were approved during the 2000-200 1 reporting period. E. Documentation of Assistance Provided The Carlsbad Housing Authority has maintained documentation of assistance provided to each household receiving assistance during the period between July 1, 2000 and June 30, 2001. The provisions of the Section 8 program require files to be maintained for each household assisted with federal Section 8 Rental Assistance Funds. In addition, provisions of the program require annual recertification of all program participants for compliance with current eligibility criteria. The criteria includes evaluation of changes in income, family composition, and compliance with housing quality standards for unit inspection. F. Other Actions Undertaken 1. Public Facilities and Services The City continues to implement its Growth Management Program, Since 1986 Carlsbad has been a “growth management” city in which the major public facilities are being carefully planned, financed, and their capacities sized to serve a targeted ultimate population and number of residential units. No new development is approved unless performance standards of eleven public facilities are met. These eleven public facilities include city administration, library, wastewater treatment, parks, drainage, circulation, fire, 2000-200 1 Comprehensive Annual Performance and Evaluation Report 11 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT open space, schools, sewer collection, and water distribution. The Capital Improvements Program (CIP) for FY 2000-2001 was developed to implement the City’s General Plan goal of providing comprehensives public services, public facilities, and public building programs for the citizens of Carlsbad concurrent with the need in connection with the development of the City. The development of the CIP is dependent upon the availability of funding weighed against the demand of the facility. 2. Redevelopment Activities In early 1996, the City adopted the Village Redevelopment Master Plan and Implementation Strategy. The Village Master Plan establishes a vision for the Redevelopment Area and specifies strategies to work towards this vision. In September 1996, the California Coastal Commission approved the Master Plan, which also serves as the local Coastal Plan for the Coastal Zone within the Village Redevelopment Area. Improving the physical appearance of the Village area is one of the goals of the Village Master Plan. Stimulating property improvements and new development in the Village area is also of high priority. The City continues to work with property owners and developers to facilitate the development of commercial projects, which add to the economic vitality of the Redevelopment Project Area. The City has revised its procedures and guidelines to streamline the administrative processing of Redevelopment Permits. The adopted Master Plan specifies those activities which do not require any Redevelopment Permit. It also allows for the approval of some activities by an Administrative Permit and for new construction and major rehabilitation activities a Minor or Major Redevelopment Permit would be required. Limited space available to accommodate parking standards can also be a barrier to encouraging new development in the Village Redevelopment Area. The Redevelopment Agency has adopted a new Parking Program to assist in addressing parking issues in the Village. .The program allows improvements on properties where it might otherwise not be feasible due to a lack of space to meet parking requirements. Developers of such properties are allowed to pay fees into a fund instead of providing the required parking spaces. Revenue from the fund will be used to pay for parking facilities in the future. The City is encouraging the development and maintenance of affordable housing projects within the Redevelopment Area. The City continues to meet with and encourage property owners of residential rental projects to rehabilitate their projects and guarantee units as affordable for lower income households. The Redevelopment Agency also purchased the 75 unit Tyler Court seniors apartment complex during the 1999-2000 program year, which is operated by a nonprofit agency as an affordable housing project. 3. Economic Development In the same vein of these individual efforts to revitalize and economically enhance the Village Redevelopment Area, the City has also embarked on a city wide plan. In December of 1994, the City Council of Carlsbad authorized the development of an Economic Development Strategic Plan. An Economic Development Strategic Plan was adopted in 1997. This Plan identifies roles, strategies and action plans for stabilizing and strengthening the overall economic environment in Carlsbad. Consistent with the Economic Development Strategic Plan, the City has developed a community promotion and marketing plan. The City continues to meet with Chief Executive Officers, Presidents, and 2000-2001 Comprehensive Annual Performance and Evaluation Report 12 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT General Managers of businesses located within the City’s industrial corridor. The Economic Development Manager has participated with the Carlsbad Chamber of Commerce and CEEC in order to coordinate economic development activities. Other activities include the development of promotional materials highlighting the positive aspects of the community and maintenance of a comprehensive market database for the City. In order to assist new and expanding businesses in Carlsbad, the City continues to evaluate administrative procedures and policies that may serve as a barrier to development. Additionally, the City has implemented a fast tracking process for economic development projects. 4. Public Policy In an effort to remove or ease the negative effects of public policies affecting the availability of affordable housing in the City of Carlsbad, the City has undertaken work on the following activities: a. City Fee Schedules & Proiect Processing The City has reviewed and revised, where appropriate, the fee payment schedule. In general, application fees for land use entitlements increased, while plan check fees for building, engineering and landscaping decreased. Because the City’s Inclusionary Housing Program affects all new residential subdivisions, and because of the variety of land use and financing tools which the City has made available to assist with meeting this requirement, the City has established specific procedures for the processing of residential projects. Preliminary consultation with key senior City staff of several departments enables issues and problems to be defined and resolved early in the process. Importantly, this consultation enables staff and the developer to negotiate any requested project incentives (density bonuses, financial incentives, deviations in the development standards, project design concepts, etc). Once a project is submitted to the City for review and approval, it is assigned to an interdepartmental team to be expedited through the approval and hearing process. The Community Development Department has completed a comprehensive evaluation of the entire organization, including its mission, goals, programs, and procedures. From this effort, changes have been made which increase the effectiveness and efficiency by which the City processes all development proposals. One particular area that is helpful is the “fast track” process for affordable housing projects. As allowed by City Council Policy Number 17, housing projects, which provide dwelling units affordable to lower-income households may be exempt from the payment of the City’s Public Facilities Fees (PFF), where the City determines that such an exemption is necessary for the financial feasibility of such a project. Numerous affordable housing projects have been found exempt from the requirement to pay the PFF, per City Council Policy 17.5.e. b. Flexible Development Standards City Council Ordinance NS-207 modified the city’s Site Development Plan permit process to authorize the City to exercise flexibility in reviewing special project designs for affordable housing on a case-by-case basis. Often deviations from the normally required development standards are necessary to increase density and assist in the financial feasibility of developing low-income affordable housing. This ordinance has proven to be an important tool in implementation of the City’s Inclusionary Housing Ordinance. It has been used in several projects reviewed during this reporting period. 2000-2001 Comprehensive Annual Performance and Evaluation Report 13 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT C. Second Dwelling Unit Ordinance The City has revised its Second Dwelling Unit Section of the Municipal Code to provide greater flexibility for developers and existing home owners interested in pursuing the construction of these units. Some developers have expressed their interest in incorporating second dwelling units into newly constructed single family residences to satisfy their Inclusionary Housing obligation. d. Density Bonus & Densitv Increase The City’s Density Bonus Ordinance, which implements Government Code Section 65913.4 and 65915, has been in effect since April 1994. The Density Bonus Ordinance permits a “minimum increase of at least 25 percent over the number of housing units within the existing structure or structures proposed for conversion” or “25 percent over either the Growth Management Control Point of the applicable General Plan designation or the otherwise maximum allowable residential density as specified by the applicable master plan or specific plan, at the time of application.” In return, the developer would be guaranteeing a minimum of 50 percent of the units for seniors; 20 percent of the units for low-income households or 10 percent for very low-income households. In accordance with provisions of the Ordinance, these units must remain affordable for a minimum of 30 years. To compliment the City’s ordinance implementing State density bonus law, the City Council adopted amendments to the Land Use Element of the General Plan. These amendments allow the City to grant an increase in density above maximum permitted by the General Plan through a Site Development Plan, during the approval of which the City conducts a review of certain defined location and compatibility criteria. e. Inclusionarv Housing The City’s Inclusionary Housing ordinance has been in effect since May 1993. The Inclusionary Housing Ordinance requires that a minimum of 15 percent of all residential units approved in a Master Plan area, Specific Plan area, and all other residential developments of 7 or more dwelling units must be occupied and affordable to lower-income households. 5. Institutional Structure a. The five-member Housing Commission continues to meet once a month to assist in facilitating the development of affordable and supportive housing activities. The Housing Commission reviews and makes recommendations to the City Council on housing policies, programs, regulations, and financial assistance to affordable housing projects. b. The City has been engaged in a number of network building activities with governmental and private for-profit and non-profit sector. The City is represented on the North County Homeless Task Force, the Fair Housing Resource Board, the CDBG Coordinator’s Group, and attends HOME Roundtable Meetings for San Diego County. 6. Intergovernmental Cooperation a. During this reporting period, the City of Carlsbad continued its administration of affordable housing activities. Projects funded through the U.S. Department of Housing and Urban Development included the City’s Section 8 Rental Assistance Program which subsidizes the rental costs of low-income families through the issuance of “Housing Choice Vouchers”. 2000-200 1 Comprehensive Annual Performance and Evaluation Report 14 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT b. The City is an entitlement community in the U.S. Department of Housing and Urban Development’s Community Development Block Grant (CDBG) program. Prior to gaining entitlement status, the City was involved with the County of San Diego’s Urban County Program for administration of CDBG funds. C. The City of Carlsbad continues to contract with the County of San Diego to administer and implement a single family residential rehabilitation program on behalf of the City. The City will continue to contract with the County of San Diego to administer and implement this program as funds become available and the County continues to demonstrate adequate performance. d. The City continues to participate with the County of San Diego and other San Diego County jurisdictions in a regional Mortgage Credit Certificate Program. All participating jurisdictions meet on a quarterly basis to discuss issues and share resources related to the MCC program or other first time home buyer programs. e. The City has been meeting on a periodic basis with other North County communities and social service providers to evaluate the possibility of developing a permanent regional, entry-level, service enhanced homeless shelter. A task force has been formed and is meeting to provide guidance on establishing a shelter in North County. A site for the proposed shelter has been identified in the City of Vista and an interim shelter has been established in Vista until the permanent facility is constructed. The City has provided funding assistance for the interim shelter and has allocated funding to help develop the proposed permanent shelter. In 2000-2001 the City of Carlsbad participated with the County of San Diego in a Cold Weather Shelter Voucher program. The City also assisted the City of Vista in funding the operation of a temporary emergency winter shelter in Vista during the 2000-2001 program year. 7. Public Housing Improvements The City of Carlsbad Redevelopment Agency owns the 75 unit Tyler Court apartment complex for seniors. 8. Public HousinP Resident Initiatives No public housing resident initiatives were initiated during the 2000-2001 program year, 9. Lead-Based Paint Hazard Reduction The City of Carlsbad continues to provide all households receiving Section 8 rental assistance or participating in the City’s Residential Rehabilitation Program information regarding the hazards of lead based paint, treatment for lead poisoning, precautionary measures to avoid lead poisoning, and the advisability and availability of blood screening for lead poisoning. All rehabilitation activities funded through the City’s CDBG Program are provided with information and examined for chipping and flaking paint. Appropriate measures are taken for testing and abatement. 10. Affiativelv Furthering Fair Housing a. The City, through the use of funds allocated under the Community Development Block Grant Entitlement Program for administrative expenses, has renewed its agreement with Heartland Human Relations & Fair Housing Association (HHRA). I-IHRA provides fair housing services, which includes 2000-200 1 Comprehensive Annual Performance and Evaluation Report 15 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT counseling, tenant/landlord mediation, education seminars, and mitigation and/or prevention of housing discrimination practices. HHRA assisted 29 Carlsbad residents during the 2000-2001 program year. As of June 30, 2001, 19 of those cases have been resolved, 8 are under ongoing review, and 2 have been referred to other agencies. HHRA also provided fair housing information brochures to the City,which are distributed to the public in libraries and various City offices. HHRA also conducted education seminars to help individuals understand their housing rights, to help landlords and owners understand their responsibilities, and to help City staff better understand fair housing issues. HHRA provided workshops or presentations for 202 individuals . City staff is working with HHRA to conduct a workshop in a City facility scheduled for July 19,2001. An as yet to be scheduled training session for City staff is also to be held during the coming year. b. City staff continued distribution of a Fair Housing Information Sheet, which was developed by staff to inform the media and public on fair housing issues. A page has also been included on the City’s Housing and Redevelopment Department Internet Website (www.ci.carlsbad.ca.us) regarding fair housing issues with phone numbers to call for more information or guidance in filing complaints. All participants in the Section 8 Tenent Based Rental Assistance Program receive a fair housing booklet and complaint form for submittal if they encounter situations which they think represent a violation of fair housing law. Fair Housing information is also included in workshops held for landlords participating in the Section 8 Program. Staff also participated in development of a Regional Analysis of Impediments to Fair Housing with the San Diego Fair Housing Resource Board and San Diego Fair Housing Council. The Regional Analysis has been submitted to HUD for review and comment. Staff will continue to participate as a member of the Fair Housing Resource Board to implement activities that address the impediments identified in the Regional Analysis. 2000-200 1 Comprehensive Annual Performance and Evaluation Report 16 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT PART II. ASSESSMENT OF ANNUAL PERFORMANCE A. Assessment of Performance The following is an assessment of the City’s effectiveness of performance during this reporting period in the achievement of the City’s objectives and priorities for affordable housing assistance and community development activities for low and moderate income households. 1. AFFORDABLE HOUSING a. OBJECTIVE: Provide direct benefit to lower income persons through the provision or retention of affordable housing units within Carlsbad The City exceeded its one-year goal of assisting 812 non-homeless households obtain affordable housing in Carlsbad by 319 households for a total of 1131 through the provision of rental assistance, first-time home buyer programs, acquisition of existing units and new construction. Section 8 Tenant Based Rental Assistance: As of June 30, 2001, 509 very low-income renter households were participants in the City’s Section 8 Tenant Based Rental Assistance Program. The Section 8 Program allows for a maximum assistance of 628 households. The City received a new allocation of 50 Housing Choice Vouchers effective in October of 2000 and has been notified of an award of 75 Housing Choice Vouchers that will be effective in October of 2001. Carlsbad Home Buver Assistance Program (CHAP): The CHAP has been developed in cooperation with the Bank of America in response to their mandatory inclusionary housing obligation. $3.22 million has been reserved for the program. All administrative and marketing expenditures are the responsibility of the Housing and Redevelopment Department. A total of 19 loans totaling $380,000 were approved during the 2000-2001 reporting period. Mortgage Credit Certificate (MCC) Program: Through the San Diego County Regional program, established to provide lower and moderate-income households assistance in purchasing a home, one moderate income Carlsbad household was assisted in the purchase of their home. New Construction: The City has made considerable progress in implementing various programs and adopting ordinances/policies which set the regulatory and incentive stage for construction of affordable housing. 1. The City has worked with numerous for-profit and non-profit developers on new construction and acquisition/rehabilitation projects. Several projects amounting to 1,724 new housing units have been constructed or are being proposed to satisfy affordable housing requirements of new developments as called for in Section 21.85 of the City’s Municipal Code. The City also received a Section 108 CDBG loan to assist in development of the 344 unit Villa Loma Apartments affordable housing project. Please see Appendix B to this report for a list of projects (approved and pending). Of the 1,724 units, 939 units have already been constructed, 86 units are under construction, and 699 units have been approved or are proposed for review by the City Council. A total of 258 new units were constructed during the 2000-2001 program year. (138 unit Laura1 Tree Apartments, 92 unit Poinsettia Station Apartments, and 28 units in the Ranch0 Carrillo development.) 2. The City continues to require compliance with the City’s Inclusionary Housing Ordinance, which requires the reservation and affordability of housing units for lower-income households in residential projects and the payment of an In-lieu or Inclusionary Housing Impact Fee in specified circumstances. Residential developments subject to the City’s Inclusionary Housing Ordinance will be the principle means 2000-2001 Comprehensive Annual Performance and Evaluation Report 17 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT by which the City will achieve progress on its objectives for construction of housing affordable to lower- income households. 3. The City offers a minimum 25 percent increase in residential density if the residential project will reserve and make affordable housing units for moderate and lower-income households under a Citywide Residential Density Bonus Program. In addition, the City previously adopted amendments to the Land Use Element of Carlsbad’s General Plan to permit additional density increases in many areas of the City for the development of housing affordable to lower-income households. 4. The City previously adopted an amendment to the Carlsbad Municipal Code to allow modifications in development and design standards through application for approval of a site development plan for affordable housing projects. This ordinance has proven to be an important tool in implementation of the City’s Inclusionary Housing Ordinance. It has been used in numerous projects reviewed during this reporting period. 5. The City has adopted an Inclusionary Housing In-Lieu Fee and an Inclusionary Housing Impact Fee, as required by the City’s Inclusionary Housing ordinance. The In-Lieu Fee and the Housing Impact Fee as amended by City Council are $4,515 per housing unit and $2,925 per housing unit, respectively. Accounts have been established as repositories of the collected fees. All fees collected will be used exclusively to facilitate the construction, preservation, and maintenance of affordable housing. 6. The City continues to encourage participation by private organizations in these activities. The City offers financial assistance, when deemed appropriate, as an incentive to maintain and preserve existing affordable housing. b. OBJECTIVE: 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. In 2000-2001, the City exceeded its one-year goal of assisting 1,059 homeless or near homeless persons with shelter or other supportive services by assisting a total of 1,190 Carlsbad persons through eight North San Diego County organizations funded by the City of Carlsbad’s CDBG program. Approximately 404 of the homeless persons/households were assisted through the only homeless shelter located in Carlsbad (Catholic Charities’ La Posada de Guadalupe). Another 102 persons were assisted through Brother Benno Foundation, and 265 persons were assisted by the Community Resource Center in Encinitas. (See Table 1.5 for complete listing of providers.) c. OBJECTIVE: 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. As established in the Consolidated Plan Annual Plan, residential rehabilitation is the City’s primary strategy for assisting very low and low-income homeowners. The City did not meet its one-year goal of assisting 5 lower income single family homeowners with loans/grants to rehabilitate their residences. No rehabilitation projects were completed as no applicants were eligible for the program. The main reason for this lack of eligible applications was due to the requirement that homes in the San Diego area to be improved with HOME funds must not be valued at over $239,250 after completion of the improvements. Due to the recent increase in Carlsbad property values, very few properties in the City now qualify for the rehabilitation program with use of HOME funds. CDBG funds allocated to the program are set aside for use on rehabilitation projects that require abatement measures for lead based paint hazards. 2000-200 1 Comprehensive Annual Performance and Evaluation Report 18 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT The City of Carlsbad continues to contract with the County of San Diego to administer and implement the single family residential rehabilitation program on behalf of the City, even though implementation of this program has been slow. The City will continue to work with the County to encourage more participation of Carlsbad residents. 2. GENERAL SOCIAL SERVICES a. OBJECTIVE: Provide assistance to nonprofit 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) Basic needs were provided to approximately 975 lower income Carlsbad persons through seven nonprofit agencies funded by the City of Carlsbad’s CDBG program during the 2000-2001 program year. This was 216 persons short of meeting the City’s one-year goal of assisting 1,191. The main reason for not meeting this goal was the drastic decrease in Carlsbad residents seeking services from the Brother Benno Center. It was anticipated that approximately 320 residents would be served at the Center during the 2000-2001 program year, while a total of 79 residents were served at the facility. (It should be noted that many of these persons/households are also reported under the “shelter or services to homeless or near homeless persons/families” objective.) b. OBJECTIVE: Provide assistance to nonprofit public service providers who offer counseling and self-improvement programs/activities for lower income persons The City exceeded its one-year goal of assisting 54 lower income persons with counseling and/or self improvement programs/activities by providing CDBG funds totaling $14,000 to Casa de Amparo and the Women’s Resource Center. The two organizations provided counseling services to 105 Carlsbad residents during the 2000-2001 program year. 3. SPECIALIZED SOCIAL SERVICES a. OBJECTIVE: 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/iimunization or self-improvement. The City may also give priority to single-parent assistance programs such as counseling services A total of $18,800 in CDBG funds were distributed to three organizations which provided programs to 466 children during the 2000-2001 program year. This did not meet the City’s one-year goal of providing programs for 540 children. The goal was not met as a result of enrollment in several of the youth programs not meeting anticipated levels of participation. b. OBJECTIVE: Provide assistance to organizations that 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. Program designed for elderly adult 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. The City allocated $17,000 in CDBG funds between three local agencies that assisted 171 elderly Carlsbad residents through programs that provide, meals, homemaking or personal assistance services, financial 2000-2001 Comprehensive Annual Performance and Evaluation Report 19 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT assistance services, counseling, transportation, or other services. This did not meet the City’s goal of assisting 472 residents, mainly because of a decrease in residents requesting services from North County Council on Aging, which served only 54 residents when they expected to assist 300 residents during the 2000-2001 program year. B. Future Actions The following is a discussion of future actions the City proposes to take, or changes to the City’s five-year strategy proposed, as a result of assessing the City’s annual Consolidated Plan performance. 1. The City’s general policy strategies for affordable housing have not changed since the Consolidated Plan five-year plan was developed. The priorities for assistance include: Develop new construction; Acquisition of facilities/housing; Provide moderate/substantial rehabilitation; Provide rental/home buyer assistance; and Provide support facilities and services. 2. The City’s general priorities for target groups by income classification, family category, and tenure have also not changed since the adoption of the Consolidated Plan five-year plan (2000-2005). The priorities for assistance of target groups include: ;: C. Very low-income or low-income households; Elderly, non-elderly small related, non-elderly large related households, or all others; and Renter, existing home owner, or first time home buyer. 3. The City’s general policy strategies for providing affordable housing or supportive housing services and its priorities for target groups by income classification, family category, and tenure will be revised in conformance with the regulations and requirements for the Consolidated Plan. Revisions will be submitted for public review and comment through the required public participation process described in Appendix A. 2000-200 1 Comprehensive Annual Performance and Evaluation Report 20 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT APPENDIX A Description of Process for Public Review and Comment Consistent with citizen participation and involvement requirements of the Consolidated Plan process, the City will make the draft Consolidated Annual Performance and Evaluation Report for Program Year 2000- 2001 available for public review and comment for the required 15 day period prior to submittal to the Department of Housing and Urban Development. A notice will also be published in a local general circulation newspaper and notices mailed to interested parties to inform the public that the City of Carlsbad’s Consolidated Annual Performance and Evaluation Report for Fiscal Year 2000-2001 is available at City facilities throughout the community for the 15 day public review and comment period. In addition, the draft Consolidated Annual Performance and Evaluation Report will be distributed for review to persons and/or organizations requesting a copy of the document. All citizen comments received during the public review and comment period will be attached as a summary in Appendix G - Summary of Public Comments of this report. 2000-200 1 Comprehensive Annual Performance and Evaluation Report CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT APPENDIX B City of Carlsbad Affordable Housing Projects 2000-2001 Comprehensive Annual Performance and Evaluation Report 1 3 3 E cd 4 E II Y 2 FLoml-* \oc\lbcaPJ . . I/) .c s E -8 M’;;j b 72.5 ,z cs 0 OYP cfl 0 3.2 0.s Xas 8 ii 3 h - 2 . . H cn II CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT APPENDIX C Financial Summary Report 2000-2001 Comprehensive Annual Performance and Evaluation Report . . . . . . www @Z oomom~ 00-a’0~‘0 . . . . . * OONONO L $3 . . 2 z N N oo*Pcnoooo~ \oommmocoomlo . . . * . . * . . I ~,,~~~gc$o”” *r( 74 C0VcnON N --_ - rllOr-3 04 / .* 22 CA 0 . . a. . . www g$lz I z . . ** . . www $32 n&b d\L)LD 09-i I *. 2% I 2 . . ,. . . www 832 . . a vvvvvvvvvvvvvvv Xxxxrccxx~Lszj~~~ dcll;lJ;lJ;IJ;I B 222~ nnnnnEE lnlnmmmmmmrlmLnu-lmm* 000000000000000 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT Appendix D Activity Summary (C04PR03) 2000-2001 Comprehensive Annual Performance and Evaluation Report u)cn\0\0d0 o\rlr10~0 . * . . . ~ooo,o oulm I C-P E . . . Lg 2 rirl . . v 3 . . 8 H +-y n . . 7l-J I rl g . . w “ii 8:: PC4 4 E+5 LOX0 gW;l cn B % 5 . . F 4-3 I rl g *. w . . ** !sPZ Cal-44 Efh sc-4, I -3 m . . 4-r I d z . . w . . . . 2BY nH4 B!& oI00000 mooooo , , . . . . GIW 2% ~:ooooooo IO0 z vvg G m- In m- ,xEA - z . . w *. . . gmJ B!A m r-4 r-lNal o* I .* $I2 , L2 . . . . . . www 823 ZG” I *. me r-l.4 I E? . . . . . . www $52 clef14 ‘Z ;! 4 H 2% SX:rl VU? ZZ”,ZZ8 . . . . . do00000 do0 I mul 2:: . . . sm’m COQ) . . . . ulti 2*; ;g* <P48 W H3PI gga . . ,, . . www $52 nb14 f . . ,. . . www $Z2 nefx 184 2ZZ”“” 00 100 00 m.. . . vu0 OPP PP g . . . . ” w w FZ$ zwP4 . . . . $2 $EpI 0 m 0 0 0 0 m m 0 m . . . . . . www SE2 ahI% 0 4 0 0 0 0 rl 0 0 d . . . . . . www $Z$ nea 98 00-1 co . . . . VU4 0-q NN xi? . . . . . . www g$z 000000 000000 . . . . . abooooo ;‘zz zz I . . SW-W \D\o .* . . . . www g&j CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT APPENDIX E Consolidated Plan Annual Performance and Evaluation Report (CO4PRO6) 2000-2001 Comprehensive Annual Performance and Evaluation Report g . . ,, . . www @S 0 0 0 ,. . . . . F%S SG$ 8 0 w 01 N m ,, . . . www 333 .I . . . . www ZEZ dPrf omrc I .. 22 I E :: a . . . . .* www 832 Ed 3 / on/ 2 ' g I .* . . *. www 252 c1H14 :: 0 .* .a . . www 822 0 0 . . . . . . www $52 !aB[4 rlr‘m om7-i \ ** 22 I tz . . . . ** www gg$ :: 0 0 Cl 0 0 0 0 . . . . .* FZZ $Gc? 4P4 Or-IN 1 . . 22 ,, . . . . www pT$ ma 0 m 22 Q .: cnrl : -0 dr-m omm I . . 22 . . . . *. iyg ntia . . 3 4P-a OWN I . . 8 22 a I CA 0 . . . . ,. $2; g www 822 5 I p: w I t+Izu-l Of-TN I . . 22 . . . . . . es8 i3~~ F? . . . . . . pJ nE+n. CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT Appendix F Summary of Community Development Accomplishments (C04PR23) 2000-200 1 Comprehensive Annual Performance and Evaluation Report .*.......*.*..,. *.*a...,. 0000000000000010 LDDooau7ooao I I LIZ 2 I I I : : 00000 IO 00000 10 . . . . . . 00000 ,a . . . . . . . . . . . . ..I. .*a.,.... 0000000000000010 aoo~moaoa I I 22 I I I G i 0 . . . . . .., . * . 000000000000 -d CJ- 26-. -0x _ 74 ol z ,, . . ., FE8 %;I$ co 0 ** ** . . www gE3 OkDO 000 000 000 oulo or-lo a .: CON0 UlN 74 moo mm ul 2 omo omo ZE” E :s N-3 . . . . P-Id rnd N N i 000 000 000 8 E $ 000 000 000 El 10000 %I 00 10 I 2” I I , ES I / / 2$ j I 1 0000 00 IO I ~,0000 0010 @ / I I S’I I I Edg / I I I 0000 25 /oooo EZ ’ awl 2 / 00 aa ,0000 00 IO z I / / I I 1 / I , I 5 j I / 10 1 v / 0000 H , 5 I & I 2 I 0000 .s, 0000 00 IO t2 1 / / 5 ~0000 4 I ti I dG,oooo 0010 s: / / , 1 / 0 / I , , 5 / I I m ( / 0000 0000 . . . . 0000 e 1**** l-4 I ?i 1 CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT Appendix G Summary of Public Comments 2000-2001 Comprehensive Annual Performance and Evaluation Report CITY OF CARLSBAD CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT No comments were received from the public. 2000-200 1 Comprehensive Annual Performance and Evaluation Report