HomeMy WebLinkAbout2002-09-24; City Council; 16903; 2001-02 Consolidated Report for CDBG ProgramRECOMMENDED ACTION:
Adopt Resolution No. 2002-285 approving the City of Carlsbad's 2001-2002 Consolidated Annual
Performance and Evaluation Report for the Community Development Block Grant Program.
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 1,2001 to June 30,2002.
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 $475,500 in CDBG funds have
been expended during the 2001-2002 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 23,
2002. Comments were accepted until 5:OO p.m. on September 9, 2001. A summary of comments
received during the public review period are attached as Appendix G to the CAPER.
FISCAL IMPACT
No fiscal impact.
EXHIBITS:
1. Resolution No. 2002-285 approving the City of Carlsbad's 2001-2002 Consolidated
Annual Performance and Evaluation Report for the Community Development Block Grant
Program.
2. 2001-2002 Consolidated Annual Performance and Evaluation Report (On file in City Clerk's Office)
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RESOLUTION NO. 2002-285
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
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
3lock Grant (CDBG) funds administered by the U.S. Department of Housing and Urban
levelopment (HUD);
CALIFORNIA TO APPROVE THE SUBMITTAL OF THE 2001-2002
WHEREAS, a Consolidated Annual Performance and Evaluation Report is required by
he U.S. Department of Housing and Urban Development, for review of the City's performance in
:arrying 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 2001-2002
:onsolidated Annual Performance and Evaluation Report for the Community Development Block
jrant 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
)f Carlsbad, California, as follows:
1. The above recitations are true and correct.
2. That the City of Carlsbads 2001-2002 Consolidated Annual Performance and
Evaluation Report for the Community Development Block Grant Program is hereby
approved for submission to the US. Department of Housing and Urban Development.
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 2001-2002
Consolidated Annual Performance and Evaluation Report.
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PASSED, APPROVED, AND ADOPTED at a regular meeting of the City Council of the
Xty of Carlsbad, California, held on the 24 th day of SEPTEMBER 2002,
~y the following vote, to wit:
AYES: Council Members Lewis, Finnila, Hall
NOES: None
ABSENT: Council Members Kulchin, Nygaard
ABSTAIN: None
LTTEST:
Resolution No. 2002-285
2 3
AB #16,903 (9-24-02)
Resolution No. 2002-285
CONSOLIDATED ANNUAL
PERFORMANCE AND EVALUATION
REPORT (CAPER)
JULY 1,2001 TO JUNE 30,2002
PREPARED BY
CITY OF CARLSBAD
HOUSING AND REDEVELOPMENT DEPARTMENT
2965 ROOSEVELT STREET, SUITE B
CARLSBAD CALIFORNIA 92008
CITY OF CARLSBAD
EVALUATION REPORT
2001-2002 COMPREHENSIVE ANNUAL PERFORMANCE AND
Table of Contents
I. Annual Performance
A. Resources Made Available
1. Affordable Housing
2. General Social Services
3. Specialized Social Services
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
m. 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
G. Summary of Public Comments
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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 2001-2002 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 972 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 2001-2002 Section 8 Rental Assistance Program was $4,650,604. The Agency also received an
additional 75 Housing Choice Vouchers effective September 1,2001
Table 1.1: Section 8 Tenant-Based Rental Assistance
Operating Costs
on behalf of very low-income households:
Program administrative costs earned for Housing Agency staff $403,391
salaries, benefits, and maintenanceloperating costs to operate the
Rental Assistance Program.
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. The City leases the property to Bridge
Housing Corporation. In fiscal year 2001-2002 there was $183,408 in CDBG funds budgeted for the
annual payment of that loan and $44,685.80 in program income from lease payments on the property.
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, 2002, the Redevelopment Low and Moderate Income Housing Fund
account contained an unencumbered balance of $1,199,770.
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 b
2001-2002 Comprehensive Annual Performance and Evaluation Report 1
CITY OF CARLSBAD
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
single family housing. In 1985, the State of California adopted legislation authorizing local bond issuing
agencies to make MCCs available in California. This program is designed to primarily benefit fust 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.
San Diego Lease Purchase Program: The San Diego Lease Purchase Program is sponsored by an
agency formed by the County of San Diego and many cities in the County, including Carlsbad, to provide
an opportunity for households with a steady income who may be low on cash, but high on motivation, to
own a home. The Lease Purchase Program will take out a mortgage on behalf of the participating
household, and participants build equity in the home during a three-year lease period, then assume the
mortgage from the Program. The participant must demonstrate the ability to make payments by meeting
the home lease financial obligation during the first three years and complete a homeownership education
program. The maximum income for participants is 140% of the San Diego County Average Median
Income.
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, 2002, the Housing Trust Fund contained an unencumbered
balance of $5,045,643.
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 he 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.
CDBG/HOME Housing Reserve Fund: The City has established a Housing Reserve Fund with
allocations from its CDBGMOME Program to accumulate funds which are to he used for creating
additional affordable housing opportunities in Carlsbad. Funds are used to help identify appropriate
properties for possible acquisition and/or development of affordable units. Once an appropriate property is
identified, Housing Reserve Funds may be reallocated for acquisition and/or development of a specific
propelty.
HOUSEHOLDS ASSISTEDPROGRAM ACHIEVEMENTS:
A total of 1,079 households were assisted in obtaining affordable housing during the 2001-2002 reporting
period through the following programs. 1
2001-2002 Comprehensive Annual Performance and Evaluation Report 2
CITY OF CARLSBAD
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
Section 8 Rental Assistance Program: The Carlsbad Housing Agency provides rental assistance for very
low-income and extremely low-income households. A total of 703 CertificatesNouchers have been
allocated to the Carlsbad Housing Agency for Tenant-Based Rental Assistance. As of June 30, 2002, 580
table represents the number of families (by category) assisted with housing as of June 30, 2002:
households were receiving rental assistance, representing a lease up rate of 92 percent. The following
Table 1.2: Section 8 Tenant-Based Rental Assistance -Households Assisted
Non-elderly households where the head of household or spouse has a
documented disability.
Families with Children Households where at least one member is under 18 years of age..
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 $183,408 in CDBG funds in 2001-2002 for the annual
payment on the Section 108 loan that was previously repoited 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 CitylRedevelopment
Agency utilized $45,104 during the 2001-2002 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 Citykdevelopment Agency utilized $131,272 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 acquisitiodrehabilitation projects. Housing Trust Funds
were used to assist in constructing a total of 118 new affordable housing units during the 2001-2002
program year. (28 units in the Vista Las Flores development and 90 in the Rancho Carrillo development.)
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2001-2002 Comprehensive Annual Performance and Evaluation Report 3
CITY OF CARLSBAD
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
Table 1.3: lnclusionary Dwelling Units as of 6/30/02 Estimated Units’
ADDrovedlPro Under
UnltType I ..
Built I posed I Construction 1 TOTAL
Apartments I 718 1 5421 501 1,310 I I I I I I I SFWTownhome I I I I
For Sale I 137 I 241 I
Second Units I 97 I 731 170
161
I I I I
TOTAL I 952 I 639 I 50 I 1,641
* Estimates for units under consideration are based on staffs 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 SO% Cost Burden (Medium)
Sau 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
2001-2002 fiscal year. An administrative expense of $426 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 SO% Cost Burden (Medium)
Carlsbad Home Buyer Assistance Program (CHAP): The CHAP was developed in cooperation with
the Bank of America in response to their mandatory inclusionary housing obligation. $3.22 million was
reserved for the program. All administrative and marketing expenditures were the responsibility of the
Housing and Redevelopment Department. A total of 33 loans totaling $660,000 were approved during the
2001-2002 reporting period. The program was discontinued in 2002 due to a lack of available funds. If
future funds are aquired, the City will consider reinstating the program.
This program addressed the following priority in the Consolidated Plan Priority Needs Summq Table:
Owner Households, greater than 30% and SO% Cost Burden (Medium)
h. OBJECTIVE: Provide shelter or services to homeless or near homeless persondfamilies
which result in an improved situation through employment, permanent housing, treatment
of mental or substance abuse problems, etc.
ONE YEAR GOAL: The City’s goal was to assist approximately 2,004 homeless or near homeless
persondfamilies 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 $649,000 in new
CDBG funds and had $21,440 available from previously funded activities that were either canceled or
completed with a surplus of funds. For 2001-2002, $63,750 was allocated for activities that provided 9
2001-2002 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 ASSISTEDE'ROGRAM ACHIEVEMENTS:
Community Development Block Grant (CDBG) Program: In 2001-2002, a total of 2,491 homeless or
near homeless persons were assisted through various North County shelters and programs funded in part
with Carlsbad's CDBG funds. The following tahle represents the number of persons assisted with shelter
and/or supportive services during the reporting period:
Fraternity House, Inc.
services lo homeless men and women with AIDS.
7 Fraternity House provides shelter, food counseling and other
Catholic Charities
other services for homeless men.
La Posada de Guadalupe provides shelter, fwd, counseling and 407
Community Resource Center Homeless Prevention Program provides counseling, food,
transportation and other services to homeless or near homeless
persons.
services for abused, abandoned or severely neglected children.
152
Casa de Amparo Casa de Amparo provides shelter, food, counseling and other 4
Lifeline Community Services Services include counseling, shared housing program,
transportation. and other services.
204
North Coastal Service Center 18 Emergency Housing Program for Carlsbad residenu including
motel voucher and one-time rental assistance.
Women's Resource Center 50 Shelter and supportive services for women and children who are
victims of domestic violence.
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TOTAL I I 2.491
During Program Year 2001-2002, 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
a Carlsbad homeless shelter providing shelter, food and counseling for 407 homeless men. Fraternity
House in Escondido provided shelter, food, and other services for 7 individuals from the Carlsbad
community. The Women's Resource Center provided emergency shelter, as well as other supportive
services, to 50 Carlsbad residents who are victims of domestic violence.
The Brother Benno Center for Human Development provided meals, showers, and other supportive to 113
Carlsbad residents. The Community Resource Center offered case management services and emergency
assistance to 152 Carlsbad residents. Lifeline Community Services was able to assist 204 Carlsbad
households with a wide range of services including counseling, shared housing and other services. Casa de It,
2001-2002 Comprehensive Annual Performance and Evaluation Report 5
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CITY OF CARLSBAD
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
Amparo provided emergency shelter and support services to 7 Carlsbad child. North Coastal Service
Center provided emergency housing services to 18 Carlsbad residents. North County Community Services
operates a food bank that provided food and other supplies to organizations that distributed them to 1,533
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),
e. 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 4 lower income single family homeowners and mobile
homeowners with loandgrants 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 elderlyhandicapped persons. In 2001-2002 there
was an existing balance of previously allocated CDBG funds for single family and mobile home
rehabilitation loandgrants in the amount of approximately $72,600.
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 $185,833 in
HOME funding was available for the program during the 2001-2002 program year.
HOUSEHOLDS ASSISTEDPROGRAM ACHIEVEMENTS:
The City did not meet its goal of assisting 4 households through the single family home and mobile home
rehabilitation program. Only 3 rehabilitation projects were completed as few potential 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 were 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)
2001-2002 Comprehensive Annual Performance and Evaluation Report 6
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CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
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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 1,959 lower income persons with basic needs.
RESOURCES MADE AVAILABLE
Community Development Block Grant (CDBG): A total of $55,950 was allocated in 2001-2002 for
service activities and improvement projects to address the basic needs of lower income persons in
Carlsbad.
HOUSEHOLDS ASSISTEDPROGRAM ACHIEVEMENTS: A total of 2,280 Carlsbad residents were
provided with basic needs such as food, shelter, clothing, and health services through seven agencies.
Basic Need Services:
Brother Bemo Foundation 1 I3 $5,000 Brother Benno Center for Human Development
provides food, clothing, counseling and other life
necessities to the homeless and poor.
counseling and other services to homeless or near
homeless households.
counseling and other services for homeless men in
North Coastal Service Center 18 $5,000 NCSC provides emergency housing assistance, food,
Catholic Charities 407 $8.000 La Posada de Guadalupe provides shelter. food,
ICarlsbad.. I I
Community Resource Center IHomeless Prevention Program provides food, bus $7,5001 152
Fraternity House
tokens. counseling and other services.
Fraternity House provides shelter, food and other $5,000
services to persons with AIDS.
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Women's Resource Center WRC provides shelter, counseling, and other $8,950 50
supportive services for women and children who are
Casa de Amparo
victims of domestic violence.
Casa de Amparo provides shelter food, counseling $5.00
North County Community
4
and other services for abused or neglected children.
other suvvlies to numerous vublic service Services
1.533 $5,000 NCCS operates a food bank that provides food and
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TOTAL
lorganizations throughout the region.
$49,450 2,280
Basic Needs Facilities
Catholic Charities 407 $6,500 Improvements to La Posada de Guadalupe, a shelter
for homeless men.
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TOTAL $6,5001 407
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).
2001-2002 Comprehensive Annual Performance and Evaluation Report 7
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
CITY OF CARLSBAD
b. OBJECTIVE: Provide assistance to nonprofit public service providers who offer
counseling and self-improvement programdactivities for lower income persons
ONE YEAR GOAL Assist approximately 1,119 lower income persons with counseling andor self-
improvement programs.
RESOURCES MADE AVAILABLE:
Community Development Block Grant (CDBG): A total of $59,750 was allocated in 2001-2002 for
one nonprofit organization to provide counseling to Carlsbad residents.
HOUSEHOLDS ASSISTEDPROGRAM ACHIEVEMENTS: A total of 1,163 Carkbad residents were
provided counseling services through the Women’s Resource Center and Casa De Amparo.
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 carehmmunization or self-improvement. The City may also give priority
to single-parent assistance programs such as counseling services
ONE YEAR GOAL: Assist approximately 379 lower income children with programs that provide one or
more of the following activities: day care, after-school care, cultural enrichment, recreation, health
cardimmunization or self-improvement.
2001-2002 Comprehensive Annual Performance and Evaluation Report 8
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CITY OF CARLSBAD
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
RESOURCES MADE AVAILABLE:
Community Development Block Grant (CDBG): A total of $16,000 was allocated in 2001-2002 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
$167.785 was allocated to organizations providing youth services for construction related activities.
HOUSEHOLDS ASSISTEDE'ROGRAM ACHIEVEMENTS: A total of 348 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.
Table 1.7: CDBG Funds AllocatedPersons Assisted - Specialized Services to Children
, ,,. .:, ;,: , . . , , .. , ., . ,,, , '
,,
, ~, i ,,',,. 'I , .,'.,,'Persons ,..-:' ,,,, . .%.'
Recipient Assisted Allocated Description Youth Services:
Casa de Amparo 4 $5,000 Casa de Amparo provides counseling. shelter, food,
health care, and other services to abused or neglected
children.
Provides program that takes young people into a
prison to speak with prisoners to help prevent them
140 $5,000
Join Hands Save a Life
from making decisions that can lead to prison..
Gang prevention that provides such activities as $6,000 201
dances, field trips, seminars, etc. To Carlshad youth.
TOTAL $16,000 348
From the Inside Out
loin Hands Save a Life Development of a facility for the gang prevention
These activities address the following priority@) 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 340 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): $15,000 was allocated in 2001-2002 for service
projects for lower income Carlsbad adults that provided one or more of the following activities:
2001-2002 Comprehensive Annual Performance and Evaluation Report 9 \.\
CITY OF CARLSBAD
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
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 ASSISEDPROGRAM ACHIEVEMENTS: A total of 319 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.
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 Benuo Center also helps prevent homelessness through the provision of food programs for
struggling households. 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.
2001-2002 Comprehensive Annual Performance and Evaluation Report 10
CITY OF CARLSBAD
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
The City has made a commitment to providing permanent affordable housing to Carlsbad residents. A
total of 952 units have been built, 50 units are under construction, and 639 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 Carlshad. 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 he used throughout the entire city, thereby reducing the
concentration of invested funds in any one area of 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. Other
agencies providing services to Carlsbad residents are located in the surrounding cities of Oceanside, Vista,
and Encinitas.
As of June 30, 2002, 580 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 ethnichacia1 minority households
United States.
in the City. Federal regulations allow program participants to live in any eligible housing unit within the
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.
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, 2001 and June 30, 2002. The provisions of the
Section 8 program require files to be maintained for each household assisted with federal Section 8 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 Carlshad 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
2001-2002 Comprehensive Annual Performance and Evaluation Report 11
CITY OF CARLSBAD
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
public facilities include city administration, library, wastewater treatment, parks, drainage, circulation, fm,
open space, schools, sewer collection, and water distribution.
The Capital Improvements Program (CIP) for FY 2001-2002 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. Redevelomnent 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 Redevelopment Agency 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. The Redevelopment Agency is also in the process of purchasing property with CDBG,
HOME, and City funds for the purpose of developing affordable rental units.
3. Economic DeveloDment
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
2001-2002 Comprehensive Annual Performance and Evaluation Report 12
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~ ~~ ~ ~~
promotion and marketing plan. The City continues to meet with Chief Executive Officers, Presidents, and
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. Citv 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 fmancing 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 Develoument 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 \ 8
2001-2002 Comprehensive Annual Performance and Evaluation Report 13
CITY OF CARLSBAD
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Ordinance. It has been used in several projects reviewed during this reporting period.
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. Densitv 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 Housinp
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
fmancial 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 CooDeration
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 \ 9
2001-2002 Comprehensive Annual Performance and Evaluation Report 14
CITY OF CARLSBAD
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
low-income families through the issuance of "Housing Choice Vouchers".
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 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 fust
time home buyer programs.
d. 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 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 2001-2002 the City of Carlsbad participated with the County of San Diego in a Cold Weather Shelter
Voucher program. Funds from the City's Housing Trust Fund were contributed to the program. City staff
also participated in a Cold Weather Shelter Task Force in an attempt to establish an additional shelter
option in North County for homeless persons. No site was approved for the Winter Shelter, but a
rotational shelter program operated by churches in the area was somewhat expanded to accommodate
additional persons.
7. Public Housing Improvements
The City of Carlsbad Redevelopment Agency owns the 75 unit Tyler Court apartment complex for seniors.
8. Public Housing Resident Initiatives
No public housing resident initiatives were initiated during the 2001-2002 program year.
9. Lead-Based Paint Hazard Reduction
The City of Carlsbad continues to provide all households receiving Section 8 rental assistance with
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. Informational brochures are also available to the public in the reception area of the Housing
and Redevelopment Department.
10. Affiativelv Furtherine Fair Housing
a. The City, through the use of funds allocated under the Community Development Block
Relations & Fair Housing Association (HHRA). HHRA provides fair housing services, which includes
Grant Entitlement Program for administrative expenses, has renewed its agreement with Heartland Human
counseling, tenanUlandlord mediation, education seminars, and mitigation and/or prevention of housing
discrimination practices.
HHRA assisted 66 Carlsbad residents during the 2001-2002 program year. As of June 30, 2002, 48 of
2001-2002 Comprehensive Annual Performance and Evaluation Report 15
9
CITY OF CARLSBAD
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
those cases have been resolved, 13 are under ongoing review, and 5 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 177
individuals . City staff and HHRA conducted a fair housing workshop in a City facility for residents and
property owners on July 19, 2002. A training session for City staff was also held during the 2001-2002
program 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 is also participating in the preliminary planning stages in an effort to develop
a new Regional Analysis of Impediments to Fair Housing with the San Diego Fair Housing Resource
Board. Staff will continue to participate as a member of the Fair Housing Resource Board to implement
activities that address the impediments identified in the previous Regional Analysis.
2001-2002 Comprehensive Annual Performance and Evaluation Report 16
CITY OF CARLSBAD
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
PART 11. 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, 2002, 580 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 703 households. The City received a new allocation of 75 Housing
Choice Vouchers effective in September of 2001.
Carlsbad Home Buver Assistance Promam (CHAP): The CHAP was developed in cooperation with the
Bank of America in response to their mandatory inclusionary housing obligation. $3.22 million was
reserved for the program. All administrative and marketing expenditures were the responsibility of the
Housing and Redevelopment Department. A total of 33 loans totaling $660,000 were approved during the
2001-2002 reporting period. The program was discontinued in 2002 due to a lack of available funds. If
future funds are acquired, the City will consider reinstating the program.
Mortgage Credit Certificate. (MCC) Promam: 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 stage for construction of affordable housing.
1. The City has worked with numerous for-profit and non-profit developers on new construction and
acquisitionhehabilitation projects. Several projects amounting to 1,641 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 1,641 units, 952 units have
already been constructed, 50 units are under construction, and 639 units have been approved or are
proposed for review by the City Council. A total of 118 new units were constructed during the 2001-2002
program year. (28 units in the Vista Las Flores development and 90 units in the Rancho 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
2001-2002 Comprehensive Annual Performance and Evaluation Report 17 a-x
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT CITY OF CARLSBAD
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.
h. OBJECTIVE: Provide shelter or services to homeless or near homeless persondfamilies
which result in an improved situation through employment, permanent housing, treatment
of mental or substance abuse problems, etc.
In 2001-2002, 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 Carlsbads CDBG program. Approximately 404 of
the homeless personshouseholds 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 loandgrants 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.
a3 2001-2002 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
shelter, clothing and, in some cases, health care)
needs of lower income persons. (Basic needs are defined as those which provide food,
Basic needs were provided to approximately 975 lower income Carlsbad persons through seven nonprofit
agencies funded by the City of Carlshads CDBG program during the 2001-2002 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 2001-2002
program year, while a total of 79 residents were served at the facility. (It should be noted that many of
persondfamilies” objective.)
these personshouseholds are also reported under the “shelter or services to homeless or near homeless
b. OBJECTIVE: Provide assistance to nonprofit public service providers who offer
counseling and self-improvement programdactivities for lower income persons
The City exceeded its one-year goal of assisting 54 lower income persons with counseling andor 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 2001-2002 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/immunization 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 2001-2002 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
2001-2002 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
2001-2002 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:
a.
b.
Develop new construction;
Acquisition of facilitiedhousing;
C. Provide moderatdsubstantial rehabilitation;
d. Provide rentalhome buyer assistance; and
e. 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 (2001-2005). The priorities for
assistance of target groups include:
b. Elderly, non-elderly small related, non-elderly large related households, or all others; and
a. Very low-income or low-income households;
C. 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
conformance with the regulations and requirements for the Consolidated Plan. Revisions will be submitted
its priorities for target groups by income classification, family category, and tenure will be revised in
for public review and comment through the required public participation process described in Appendix A.
2001-2002 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
2001-2002 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 2001-2002 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.
2001-2002 Comprehensive Annual Performance and Evaluation Report
CITY OF CARLSBAD
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
APPENDIX B
City of Carlsbad
Affordable Housing Projects
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2001-2002 Comprehensive Annual Performance and Evaluation Report
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CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT -~~ ~ -~
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CITY OF CARLSBAD
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
~~~ ~ ~~
Appendix D
Activity Summary (CO4PRO3)
2001-2002 Comprehensive Annual Performance and Evaluation Report LI 5
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CITY OF CARLSBAD
APPENDIX E
Consolidated Plan Annual Performance and Evaluation Report (C04PR06)
2001-2002 Comprehensive Annual Performance and Evaluation Report (oa
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CITY OF CARLSRAD
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
-~~ ~ -~
Appendix F
Summary of Community Development Accomplishments (C04PR23)
2001-2002 Comprehensive Annual Performance and Evaluation Report qG
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CITY OF CARLSBAD
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
Appendix G
Summary of Public Comments
8 7
I
2001-2002 Comprehensive Annual Performance and Evaluation Report
COMMUNITY INTERFACE SERVICES
September 6,2002
Frank Boensch
City of Carlsbad Housing and Redevelopment Department
2965 Roosevelt Street, Suite B
Carlsbad, CA 92008
re: Consolidated Annual Performance and Evaluation Report
Community Interface Services is a private non-profit provider of community-based services for
adults with developmental disabilities. The majority of the individuals and families we work
with fall into the very-low income category and have chronic hollsing difficulties given the high
cost of living in Carlsbad. It is not unusual for a household to be spending 50% - 70% of its
income on housing.
We applaud the City of Carlsbad for its efforts in increasing housing opportunities for low-
income residents. In particular, the City’s Inclusionary Housing ordinance and efforts to secure
additional Section 8 Housing Choice Vouchers are to be commended. It is encouraging to see
other cities, such as San Diego, following Carlsbad’s lead in requiring inclusionary housing as
one component of a comprehensive housing strategy.
We encourage the City of Carlsbad to continue to aggressively pursue new housing opportunities.
In particular, in the area of homebuyer assistance, it was disappointing to read in the CAPER that
the Carlsbad Homebuyer Assistance Program was discontinued due to lack of funds. Given the
rapidly escalating prices in Carlsbad, significant assistance is required for low or moderate
income households to have any chance of ever establishing themselves as homeowners. There
are other sources of funds at the state and federal levels that can be used to establish homebuyer
assistance programs, and we hope the City will work to secure these funds.
Also, HUD’s rules for the Section 8 program have been changed to allow and even encourage the
, use of Section 8 Housing Choice Vouchers for homeownership. With the prices homebuye., 7- are
up against, the Section 8 benefit, on its own, will not be enough to help most eligible households
achieve homeownership. However, when combined with a realistic homebuyer assistance
program and flexible loan products, the Section 8 piece may make all the difference. The
population with developmental disabilities that we serve is also eligible for additional grants to
assist with downpayments. Leveraging all these sources is what is necessary for low income
families to achieve homeownership in this market. We encourage the City to make the Section 8
homeowenership option available to its’ Section 8 recipient.
Sincerely,
?h.uG. u&- -
Bruce Willbrant
Housing Project Coordinator
2621 Roorevell Street .Corkbod, Colifornio 92008.l660
1760) 727.3866. 1760) 727-8526 fox. rir@springrnoil.rom. www.rommunityinterfoceservi(es.org
CitB . .. . ”.- * .. - B-..
September 10,2002
Bruce Willbrant
Community Interface Services
2621 Roosevelt Street
Carlsbad, CA 92008
Dear Mr. Willbrant:
Thank you for your comments regarding the City’s Consolidated Annual Performance and
Evaluation Report for the 2001-2002 program year. Your acknowledgement of the City’s efforts
to increase housing opportunities for lower income residents is greatly appreciated.
As noted in your letter, the Carlsbad Homebuyer Assistance Program (CHAP) was discontinued
due to a lack of funds. You are correct in stating that significant financial assistance is required
for lower income households to purchase a home in Carlsbad. Staff found that the $20,000
provided in CHAP assistance is not a sufficient amount to allow for a successful program. While
there are other sources of funds that could possibly be obtained for a new homebuyer program,
the amount of subsidy necessary to allow for a successful program in Carlsbad is generally better
utilized in creating new affordable rental housing opportunities.
Your letter also mentions the rule change that allows Section 8 Housing Choice Vouchers for
homeownership purposes. City staff recently analyzed the potential use of vouchers in a
homeownership program, and found that approximately $60,000 to $80,000 in additional
assistance would be necessary to purchase a home in Carlsbad. Using other funding assistance
that might be available to lower income persons such as those served by your organization may
leave a funding gap of over $40,000. As a result of this analysis, the City has elected not to
establish a homeownership program with Section 8 vouchers at this time. However, should
future additional financial resources become available, the City will re-evaluate implementing
the Section 8 Homeownership Program.
I hope the above information helps to explain the City’s stance in establishing homeownership
programs as suggested in your letter. Thank you again for commenting on the City’s CAPER.
Please feel free to contact me if you have any further questions or comments.
Sincerely,
FRANK BOENSCH
2965 Roosevelt St., Sta. B Carlsbad, CA 92008-2389 (760) 434-2810/2811 FAX (760) 720-2037 @