HomeMy WebLinkAbout2002-03-05; City Council; 16671; Housing and Community Development NeedsCITY OF CARLSBAD - AGENDA BILL
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THE CDBGIHOME PROGRAM. IEPT. HIRED
CITY ATPI. HOUSING AND COMMUNITY DEVELOPMENT NEEDS TG. 3/5/02
DEPT. HD.G<d? m: SOLICITATION OF COMMENTS ON CARLSBAD
AND PROPOSALS SUBMllTED FOR FUNDING UNDER
RECOMMENDED ACTION:
Hold a public hearing to accept comments on the housing and community development needs of lower
the various proposals that have been submitted for funding under the City of Carlsbads 2002-2003
income households within the City of Carlsbad. In addition, the City Council may accept comments on
Community Development Block GranVHOME Investment Partnership Program.
ITEM EXPLANATION:
BACKGROUND
Under Title I of the Housing and Community Development Act of 1974, the City of Carlsbad continues to
be eligible to receive funding under the federal Community Development Block Grant (CDBG)
Entitlement Program to finance programs that serve the needs of lower income persons. As a
participant in the San Diego Urban County HOME Investment Partnership (HOME) Consortium, the City
will also receive federal HOME funds to provide affordable housing opportunities for lower income
households.
In identifying the needs of lower income persons, federal regulations require that the City Council “hold
at least one public hearing to obtain the views of citizens on the grantee’s (Carlsbad) housing and
community development needs.” Initial public hearings to invite comments on the City’s CBDG/HOME
Program Consolidated Funding Plan Strategy were held on November 6, 2001. This public hearing will
provide another opportunity to obtain comments on the Consolidated Funding Plan Strategy (Exhibit 1)
and the City’s housing and community development needs. In addition, this hearing will provide an
opportunity for public comment on the specific proposals submitted for funding through the Carlsbad
2002-2003 CDBG/HOME Program. The City Council will consider approval of the proposals and funding
levels at a future meeting.
FUNDING
The City of Carlsbad is entitled to receive an anticipated new CDBG allocation of $632,000 during fiscal
year 2002-2003. The CDBG Program has $84,672 available for reallocation that was previously
allocated to the canceled single-family home rehabilitation program. The City has also collected $44,685
from lease payments made by the developer of the Villa Loma affordable housing project, which serves
as “program income” to the CDBG Program. The lease payments will be used in conjunction with new
CDBG funding allocations to repay the Section 108 loan received by the City for the purchase of the Villa
Loma property.
The total amount of CDBG funds currently available for allocation to eligible projects that meet the needs
of lower income persons is $761,357. The total amount of HOME funding available for allocation to
eligible projects is anticipated to be approximately $484,933.
PROPOSALS
The City received 25 proposals for use of CDBGlHOME funds from various organizations in response to
a Request for Proposals distributed in November of 2001. The proposals were reviewed and evaluated
by the Council-appointed CDBGlHOME Advisory Committee and staff prior to interviewing
representatives from the organizations on January 31 and February 4th. The Committee then met again
on February 11 th and developed the funding recommendations outlined in Exhibits 2 and 3.
Page 2 of Agenda Bill # /i 4' / 1,: I
The chart below summarizes the funding available and the maximum amount that can be allocated in
each expenditure category:
For information purposes, it should be noted that the City Council has previously directed that all
allocations for facility related projects be granted with a matching funds requirement with the condition
that matching funds must be used on the project prior to the release of CDBG funds. Also, facility related
allocations of over $100,000 will be made in the form of a deferred, interest free loan in addition to the
matching funds requirement. The loan is forgiven after 20 years if the facility is operated as required in
the subrecipient agreement for use of the funds.
ADVISORY COMMITTEE RECOMMENDATIONS
The Advisory Committee has made the funding recommendations noted in Exhibits 2 and 3 to this
report. The Committee has recommended a condition for the funding for the proposed Join Hands-Save
a Life youth center and has a comment to share on the recommendation for funding for the Boys and
Girls Club.
The Committee is recommending that the Boys and Girls Club be allocated one-half ($12,500) of the
$25,000 they are requesting for improvements to their facility. The Boys and Girls Club's proposal
requested that we fund the entire project costs to add heating facilities to the pool area, paint interior
surfaces, and replace worn carpet with tile. However, this is not possible with the existing matching
funds requirement.
The Committee is recommending that the Join Hands proposal for development of a youth facility be
allocated the full requested amount ($150,000) since the cost of completing the project will require
additional matching funds. The Committee is also recommending that a condition be placed on the Join
approved by the Housing and Redevelopment Director prior to approval of a funding agreement with the
Hands allocation requiring that a five-year business plan for operation of the proposed youth center be
organization. This recommendation is made as a result of the Committee's concern that Join Hands did
not appear to have a strategy for funding operations of the proposed facility once it is actually
constructed. The Committee supported the project, but wanted to ensure that adequate thought has
been given to future operations funding before any CDBG funds are disbursed for construction of the
facility.
a
Page 3 of Agenda Bill # )L,I b’ 7 1
RECOMMENDATION:
It is staffs recommendation that the City Council accept public comments on the needs of low income
persons and the proposals submitted for funding under the City’s 2002-2003 CDBGlHOME Program to
meet those needs, and indicate the Council’s intent to make a final selection of projects and funding
allocations at a future meeting.
FISCAL IMPACT:
A total of $1,246,290 is available for allocation to the City’s 2002-2003 CDBGlHOME Program. The City
Council made a previous decision to use the maximum twenty percent (20%) of the new CDBG
allocation, or $126,400, for administration of the City’s CDBG program. The Program has no impact on
the General Fund.
EXHIBITS:
1. 2002-2003 Consolidated Funding Plan Strategy.
2. Summary of CDBG funding allocation recommendations.
3. Summary of HOME funding allocation recommendation.
4. Copies of CDBG/HOME Project proposals. (On file in the City Clerk‘s Office)
CONSOLIDATED
FUNDING PLAN
STRATEGY
CITY OF CARL,SBAD
CDBG/HOME PROGRAM
PY 2002-2003
CITY OF CARLSBAD
2002-2003
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
STATEMENT OF COMMUNITY DEVELOPMENT OBJECTIVES
The City of Carlsbad Community Development Block Grant (CDBG) funds will be allocated to
facilities which meet the following community development objectives: organizations, agencies, City Departments, or persons to implement programs or develop/improve public
1. AFFORDABLE HOUSING:
Provide direct benefit to lower income persons through the provision or retention of
affordable housing units in Carlsbad;
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,
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 are defined as those which 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 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,
transportation, or shared housing or other housing related services. homemaking or personal assistance services, financial assistance services, counseling,
Fund Strategy.dE 2 of 5
CITY OF CARLSBAD
2002-2003
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
SUMMARY OF FUNDS AVAILABLE FOR 2002-2003 PROGRAM YEAR
Source of Funds Amount($)
New Entitlement Grant 632,000
Reallocation of Previous Funds 84,672
TOTAL
Proaram Income 44.685
761,357
Comdeted/Canceled/lnactive Proiect Funds to be Reallocated
Activitv - Year Status Balance ($1 Single Family Residential
Rehabilitation Program 1996 Inactive 84,672
Funds Available by Activity
Public Service
Affordable Housing
Public Facilities, ImprovementdOther
Program AdministratiodFair Housing'
Section 108 Loan Pavment'
TOTAL AVAILABLE FUNDS
Amount ($1
94,800
179,753
179,753
126,400
180,651
$761,357
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
propetty for the Villa Loma Affordable Housing Project.
Fund Straiegy.doc 3 of 5
6
SAN DIEGO URBAN COUNTY
2002-2003
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.
2.
3.
4.
5.
6.
ProDertv AcauisitionlHousina 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.
Housina AcauisitionlRehabilitation
HOME funds may be used for acquisition of existing housing units with or without
rehabilitation for lower-income persons and special needs groups.
Housina 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.
Rental Assistance
HOME funds may be used for tenant based rental assistance, related residential
security deposit assistance programs, and other eligible related costs.
Home Buyer Assistance
HOME funds may be used for home buyer assistance programs for lower income
cost assistance, direct loan to the home buyer, interest subsidy to the lender, or “gap”
persons. Such programs may include, but are not limited to, downpayment and closing
financing.
AdministrationlPlanninq
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.
Fundina 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
based upon the housing need priorities established in the City’s General Plan Housing
Fund Strategy.doc 4 of 5
7
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 (NOFAs).
Leveraae
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.
CITY OF CARLSBAD
HOME INVESTMENT PARTNERSHIP PROGRAM
SUMMARY OF FUNDS AVAILABLE FOR 2002-2003 PROGRAM YEAR
Tentative 2002-2003 HOME Funding Allocation for Carlsbad $250,522
HOME Funds from Residential Rehabilitation Program Available for Reallocation $233,272
Previous Carlsbad HOME Allocations to Housina Reserve Fund $629.896
TOTAL $1 ,I 13,690
Fund Strategydoc 5 of 5
I
EXHIBIT 2
CITY OF CARLSBAD
LIST OF PROJECT PROPOSALS AND FUNDING RECOMMENDATIONS
2002-2003 COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
See attached page for special conditions recommended to be added to these projects.
4
Exhibit 2
Page 2
Boys and Girls Club (#E)
The Boys and Girls Club is requesting $25,000 to replace carpet with tile, paint walls and install heater for pool area.
Advisory Committee Members are recommending that $12,500 be allocated for this project as the City Council has
approved a City Council CDBG Ad Hoc Committee recommendation to require that facility related allocations
include a condition that matching funds be used on such projects prior to the release of CDBG funds for those uses.
Join Hands-Save a Life (#23)
Join Hands-Save a Life is requesting $150,000 to develop a youth center. The Advisory Committee is
recommending that $150,000 be allocated for the project as requested since the cost of the project will require that
amount to be used in additional matching funds. Pursuant to prior City Council direction, facility related allocations
for over $100,000 are in the form of deferred, interest free loans that are forgiven after 20 years if the facility is
operated as required in the subrecipient agreement for use of the funds. It is also recommended that a condition be
placed on this allocation requiring that a 5-year business plan for operation of the facility be approved by the
Housing and Redevelopment Director prior to approval of an agreement for use of the funds.
EXHIBIT 3
CITY OF CARLSBAD
HOME INVESTMENT PARTNERSHIP PROGRAM
2002-2003
HOME PROPOSAL AND FUNDING RECOMMENDATION
NO. REQUESTED TYPE OF AGENCYIPROJECT
PROJECT FUNDING
AMOUNT
RECOMMENDED
BY COMMITTEE
FUNDING
24 75,000 75,000 Affordable Community Housing of North County/Solutions Family Center
Transitional Housing
Housing
Fund Housing
25 408,794 483,794 Affordable City of Carlsbad/Housing Reserve
TOTAL 558,794 483,794
I
March 5,2002
TO: ACTING CITY MANAGER
VIA: HOUSING AND REDEVELOPMENT DIRECTOR @
FROM: Management Analyst
CDBGMOME PROGRAM ALLOCATIONS
The attached pages provide information requested by City Council Members regarding
funding allocations for the CDBG/HOME Program over the last two years.
Please let me know if any additional information is needed.
F~NK BOENSCH
Attachments
c: Community Development Director
CITY OF CARLSBAD
2001-2002 CDBWOME PROGRAM
CITY COUNCIL APPROVED FUNDING AMOUNTS
APP.
$7,500 $40,465 Public Services Bridae HousindEducation and 1
BY COUNCIL AMOUNT
FUNDING PROJECT NO.
FUNDING REQUESTED TYPE OF AGENCYIPROJECT APPROVED.
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PROOF OF PUBLICATION
(2010 & 2011 C.C.P.)
STATE OF CALIFORNIA
County of San Diego
I am a citizen of the United States and a resident of
the County aforesaid: I am over the age of eighteen
years and not a party to or interested in the above-
entitled matter. I am the principal clerk of the
printer of
North County Times
Formerly known as the Blade-Citizen and The
Times-Advocate and which newspapers have been
adjudicated newspapers of general circulation by
the Superior Court of the County of San Diego,
State of California, for the County of San D,iego,
that the notice of which the annexed is a printed
copy (set in type not smaller than nonpareil), has
been published in each regular and entire issue of
said newspaper and not in any supplement thereof
on the following dates, to-wit:
February 24, 2002
I certify (or declare) under penalty of perjury that
the foregoing is true and correct.
Dated at San Marcos , California
this 25th day
February, 2002 of
- FORTH COUNTY TIMES
Legal Advertising
This space is for the County Clerk's Filing Stamp
Proof of Publication of
members 01 the community Citize
the success of the Carlsbad
Therefore. the City invites all comm
the needs of lower income persons wi
Legal 72379. February 24,2002
b i :,
2002-2003 Community Development Block GranUHOME Program
City of Carlsbad
Notice of Public Hearing
The citizens of Carlsbad and other interested parties are hereby notified that Carlsbad's City Council will hold a public hearing on Tuesday, March 5, 2002 at 6:OO pm in the Council
and moderate income persons in Carlsbad and discuss projects to be included in the City's Chambers located 1200 Carlsbad Village Drive to accept public comments on the needs of low
2002-2003 Community Development Block Grant (CDBG)/HOME Program. The City has approximately $767,357 available for allocation to eligible CDBG projects and $484,933 to
eligible HOME projects.
The City of Carlsbad is committed to using CDBGlHOME funds to finance projectslservices that
provide direct benefit to lower income residents. To develop a CDBGlHOME program that
meets the needs of the low and moderate-income population, the City of Carlsbad requests
assistance from members of the community. Citizen participation is critical to the success of the
Carlsbad CDBGlHOME program. Therefore, the City invites all community members to
to provide comments on the housing and community development needs of low and moderate-
consider the needs of lower income persons within Carlsbad, to attend the public meetings, and
Carlsbad's 2002-2003 CDBGlHOME Program. Those proposals selected for funding will be
income persons and the various proposals that have been submitted for funding under
to meet the needs of lower income Carlsbad residents.
identified within the Consolidated Plan as the activities the City will pursue in the upcoming year
The City has received a total of 25 proposals for CDBGlHOME funding. Copies of all proposals
are on file in the City Clerks Office and the Housing and Redevelopment Department. The
following organizations have submitted requests for funding: North County Council on Aging:
Community Care for Adults: Brother Benno Foundation: Catholic Charities-La Posada de
a Life: From the Inside Out: Women's Resource Center: Casa de Amparo: Fraternity House:
Guadalupe; Community Resource Center; Boys and Girls Club of Carlsbad: Join Hands - Save
County, North County Solutions for Change, Meals on Wheels, SER Jobs for Progress, MAAC
Lifeline Community Services; North County Community Services, Community Housing of North
Project, ARDON, YMCA 02 North Coast, Tri-City Hospital Foundation and, the City of
CarlsbadlHousing Reserve Fund.
Persons who have questions or comments regarding the City of Carlsbad's CDBGlHOME
Program or who would like more specific information on the proposals submitted for 2002-2003
CDBGlHOME funding consideration and those being recommended for funding, please contact
Frank Boensch at (760) 434-2818, Monday through Friday between 8:00 am to 500 pm.
Persons in need of translators or other special services should contact the Housing and
Redevelopment Department at (760) 434-2818.