HomeMy WebLinkAbout2004-11-09; City Council; 17885; 2005-06 CDBG/Home program13
IEPT. HlRED
CITY OF CARLSBAD -AGENDA BILL
TITLE:
2005-2006 CDBGlHOME PROGRAM
RECOMMENDED ACTION:
Adopt Resolution No. 2004-363 , to accept comments and approve the 2005-2006 Community
Development Block Grant (CDBG)/Home Investment Partnership (HOME) Program Funding Plan; approve
the CDBG/HOME Program application review process; and authorize distribution of a "Request for
Proposals" for the 2005-2006 CDBG/HOME Program.
ITEM EXPLANATION:
In fiscal year 2005-2006, the City of Carlsbad will be entitled to a new allocation of Community
Development Block Grant (CDBG) funds from the US. Department of Housing and Urban Development
(HUD). As a participant in the San Diego Urban County Home Investment Partnership (HOME)
Consortium, the City will also receive federal HOME funds.
CDBG Program
The total amount of CDBG funding available for the 2005-2006 program year is approximately $654,432.
This figure includes an estimated $598,000 in new CDBG entitlement allocation and $56,432 in program
income from Villa Loma property lease payments. Of the $654,432 total CDBG funds available,
approximately $1 19,600 will be used for the City's administration of the CDBG Program and up to $89,700
will be available for public service activities based on previous Council direction. In addition, pursuant to
previous Council direction, approximately $222,566 will be available for affordable housing, and the
remaining $222,566 will be available for facility improvements, or other eligible projects.
The primary objective of the CDBG program is to assist lower income persons/households. Each
proposed project must meet at least one (1) of the national objectives for the CDBG Program and at least
one of the local housing and community development objectives. The local objectives for the Carlsbad
CDBG program are outlined in the attached "CDBG/HOME Program Funding Plan" (Exhibit 2). These
objectives reflect the City's desire to develop a program which best meets the various needs of low and
moderate-income Carlsbad residents.
HOME Program
The primary objective of the HOME program is to provide affordable housing opportunities for lower income
households. HOME funds may be used to implement the following housing activities directly, through its
local housing authority, or through for profit or non-profit organizations: 1) housing acquisition/rehabilitation;
2) housing rehabilitation; 3) housing construction; 4) rental assistance/security deposits; 5) homebuyer
assistance; and 5) associated administration/planning activities. The total amount of new HOME funding
available for allocation to eligible projects is anticipated to be approximately $298,000.
Request for Proposals and Application Review Process
No changes are proposed to the Request for Proposals and application review process as previously
approved by the City Council for use during the previous program year.
CDBG/HOME Advisory Committee
To facilitate the selection and funding of activities which best meet the objectives of the CDBG/HOME
Program, a City Council appointed CDBG/HOME Advisory Committee will be responsible for interviewing
applicants, evaluating applications, and developing recommendations for funding amounts. The Advisory
Committee's funding recommendations will then be presented to the City Council for consideration and I
Page 2 of AB # 17,885
final approval.
The following residents were appointed on January 13, 2004 to serve two-year terms on the Advisory
Committee:
Housing Commission Bobbie Smith
Senior Commission David Ricker
Northwest Quadrant Jim Sweeney
Northeast Quadrant Eric Ohlin
Southwest Quadrant Dale Ordas
Staff requests that the Mayor appoint Advisory Committee Members to represent the following quadrant
and commission at a future meeting:
Planning Commisson
Southeast Quadrant
Recommendation
In order to develop Carlsbad’s 2005-2006 CDBG/HOME Program, staff is requesting the following three
actions from City Council at this time: 1) approval of the proposed 2005-2006 CDBG/HOME Funding Plan;
2) approval of an application review process for the CDBG/HOME program; and, 3) authorization to
distribute a “Request For Proposals” for the program.
FISCAL IMPACT:
It is anticipated that the City will receive an estimated $598,000 in new CDBG entitlement funds and
$298,000 in new HOME funds during fiscal year 2005-2006. Federal regulations for the CDBG program
allow the City to use a maximum of 20 percent ($1 19,600) of the new allocation for administration costs.
The City’s Cooperative agreement with The San Diego Urban County HOME Consortium allows the City to
recover approximately $7,500 in administrative costs. Administration of the CDBG/HOME program can be
fully funded by use of the federal funds. There is no fiscal impact on the General Fund.
EXHIBITS:
1. Resolution No. 2004-363 authorizing staff to distribute a “Request for Proposals” for
the 2005-2006 CDBG/HOME Program, accepting comments and approving the 2005-2006
CDBG/HOME Funding Plan, and approving the CDBG/HOME Program Application Review
Process.
2. City of Carlsbad’s 2005-2006 CDBG/HOME Funding Plan.
3. “Request for Proposals” for Carlsbad’s 2005-2006 CDBG/HOME Program.
4. CDBG/HOE Program Application Review Process.
DEPARTMENT CONTACT: Frank Boensch, (760) 434-281 8, fboen@ci.carlsbad.ca.us
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CITY COUNCIL RESOLUTION NO. 2004-363
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
CALIFORNIA ACCEPTING PUBLIC COMMENTS AND APPROVING THE
CDBG/HOME APPLICATION REVIEW PROCESS; AND AUTHORIZING
CDBG/HOME PROGRAM.
2005-2006 CDBG/HOME PROGRAM FUNDING PLAN; APPROVING THE
DISTRIBUTION OF A REQUEST FOR PROPOSALS FOR THE 2005-2006
WHEREAS, the City of Carlsbad, California, is entitled to a new allocation of Community
Development Block Grant (CDBG) funds from the U. S. Department of Housing and Urban Development
(HUD) for fiscal year 2005-2006; and,
WHEREAS, the City of Carlsbad, California is entitled to an allocation of HOME Investment
Partnership funds for the fiscal year 2005-2006 as a member of the San Diego County HOME
Consortium; and,
WHEREAS, the City Council of the City of Carlsbad held a public hearing to consider the
distribution of a “Request for Proposals” for a 2005-2006 CDBGMOME Program and the required
documents for development and implementation of the 2005-2006 CDBG/HOME Program; and,
WHEREAS, the City Council has taken all testimony into account.
NOW, THEREFORE BE IT HEREBY RESOLVED as follows:
1. That the above recitations are true and correct.
2. That staff of the Housing and Redevelopment Department is authorized to distribute a
“Request for Proposals” for the City of Carlsbad’s 2005-2006 CDBGMOME Program.
3. That the City Council approves the 2005-2006 CDBG/HOME Funding Plan, required by
federal regulations, for Carlsbad’s CDBGMOME Program.
4. That the City Council approves the proposed CDBGMOME Application Review Process.
PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City of
Carlsbad, California, held on the 9th day of November, 2004, by the following vote, to wit:
AYES: Council Members Lewis, Finnila, Hall and Packard.
NOES: None
ABSENT: Council Member Kulchi
ABSTAIN:
- - CLAUDE A.ZEWIS, Mayor
ATTEST:
dL&&QL-
LORRAINE M. *OD, City Clerk
3
1
EXHIBIT 2
CDBGIHOME FUNDING
PLAN
CITY OF CARLSBAD
CDBG1HOME PROGRAM
PY 2005-2006
4
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
STATEMENT OF COMMUNITY DEVELOPMENT OBJECTIVES
The City of Carlsbad Community Development Block Grant (CDBG) funds will be allocated to
organizations, agencies, City Departments, or persons to implement programs or develop/improve public
facilities which meet the following community development objectives:
2005-2006
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 andlor 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 andlor
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,
homemaking or personal assistance services, financial assistance services, counseling,
transportation, or shared housing or other housing related services.
Fund Strategy.doc 2 of 5
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
2005-2006
SUMMARY OF ESTIMATED FUNDS AVAILABLE FOR 2005-2006 PROGRAM YEAR
Source of Funds Amount($)
New Entitlement Grant 598,000
Proqram Income 56,432
TOTAL 654,432
Funds Available bv Activitv
Public Service
Affordable Housing
Public Facilities, Improvements/Other
Proqram AdministrationlFair Housinq
Total Available Funds
1
Amount ($1
89,700
222,566
222,566
1 19,600
654,432
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.
Fund Strategy.doc 30f5 G
SAN DIEGO URBAN COUNTY
HOME INVESTMENT PARTNERSHIP
PROGRAM STRATEGY
The City of Carlsbad, as a member of the San Diego Urban County HOME Consortium, may
allocate its HOME Investment Partnership funds to implement the following activities directly,
through local housing authorities, or for-profit or non-profit organizations:
2004-2005
1.
2.
3.
4.
5.
6.
Property Acquisition/Housinq 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.
Housinq Acquisition/Rehabilitation
HOME funds may be used for acquisition of existing housing units with or without
rehabilitation for lower-income persons and special needs groups.
Housinq Re habilitation
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
persons. Such programs may include, but are not limited to, downpayment and closing
cost assistance, direct loan to the home buyer, interest subsidy to the lender, or “gap”
financing.
Ad m i n is t rat ion/P I an n i nq
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.
Fundinq 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 the recommendations for project
funding to the City Council for consideration and final approval.
Leveraqe
In so far as possible, HOME funds will be leveraged with other public and private
funding sources to enhance program productivity.
Area of Activitv
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 2005-2006 PROGRAM YEAR
Tentative 2005-2006 HOME Funding Allocation for Carlsbad $298,000
Fund Strategy.doc 5 of 5 8
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
REQUEST FOR PROPOSALS
2005-2006
EXHIBIT 3
1. Introduction
Funding for the federal Community Development Block Grant (CDBG) Program is authorized
under Title I of the Housing and Community Development Act. The program provides grants on
a formula basis to entitled cities and counties to develop viable urban communities through the
provision of decent housing, a suitable living environment and by expanding economic
opportunities for lower income persons.
Funding for the federal Home Investment Partnership (HOME) Program is authorized under Title II
of the Cranston-Gonzales National Affordable Housing Act. The program provides grants on a
formula basis to entitled cities, counties and city/county consortiums to create affordable
housing for lower income households. The City of Carlsbad receives HOME funds as a member
of the Sun Diego County HOME Consortium, a group consisting of the County of Sun Diego and
various cities in the county formed for the purpose of obtaining federal HOME funds.
II. Proaram Development
The City of Carlsbad is eligible to receive CDBG funds on an annual basis. In order for Carlsbad
to receive the grants, a list of community development objectives must be developed along
with an outline of proposed projects. The City of Carlsbad must also certify that it has followed
an approved Consolidated Plan for Housing and Community Development and that not less
than 70% of the CDBG funds will be used for activities that benefit low and moderate income
persons. Low and moderate income guidelines are based upon household size and a chart is
attached for your reference.
The City is eligible to receive HOME funds on an annual basis as a member of the Sun Diego
County HOME Consortium. The City submits projects eligible for HOME funds to the Consortium
for inclusion in the County’s Consolidated Plan. The eligibility of households for HOME assistance
varies with the nature of the funded activity. For rental housing and rental assistance, at least
90% of benefiting households must have incomes that are no more than 60% of the median
family income for the area. In rental projects with five or more assisted units, at least 20% of the
units must be occupied by families with incomes that do not exceed 50% of the area median
income. The incomes of households receiving HOME assistance must not exceed 80% of the
area median income.
111. Reauest for Proposals
The total amount of CDBG funds from the U.S. Department of Housing 8, Urban Development
estimated to be available for Carlsbad in 2005-2006 is approximately $654,432. This figure
includes an estimated $598,000 in new CDBG entitlement allocation, and an estimated $56,432
available from program income.
Of the $654,432 total CDBG funds available, $1 19,600 will be used for the City’s administration of
the CDBG Program and $89,700 will be available for eligible public service activities.
Approximately $222,566 will be available for public facilities, improvements and other eligible
activities. The remaining $222,566 in CDBG funds will be available for selected projects that will
provide affordable housing opportunities in Carlsbad.
Oraanizations are stronalv discouraaed from applvina for funds unless thev are readv to
implement the activity proposed for fundina. A matchina funds reauirement will be applied to
4
CDBGIHOME Program
Request for Proposals
Page 2
CDBG funded Dublic facilities/imDrovement activities, and documentation showina use of
matchina funds will be rewired Drior to distribution of CDBG funds for activities under that
cateaow. CDBG fundina for amounts of $100,000 or more may be made in the form of a
deferred, no interest loan, to be foraiven in twenty years if the facility remains in use for DurDoses
as stated in the apDlication.
It is expected that approximately $298,000 in new HOME funds will be available for affordable
housing projects. The combination of 2005-2006 CDBG and HOME funds beinn made available
for affordable housinn totals approximatelv $520,566. Specifically, the $520,566 will be used for
acauisition of propertv for affordable housinu purposes.
To develop a 2005-2006 CDBG/HOME program which meets the needs of the lower income
population, Carlsbad requests assistance from members of the community. Citizen participation
is critical to the success of the Carlsbad CDBG/HOME program. Therefore, we are encouraging
all qualified nonprofit organizations to consider the needs of low and moderate income persons
within Carlsbad and submit an application for a proposed project(s) or service. The Proposal
Review Process for the CDBG/HOME Program is attached for your information.
Per federal regulations, all HOME funds must be used for affordable housing purposes and CDBG
funds may be used for, but are not limited to: public service activities, acquisition of real
property, relocation and demolition, rehabilitation of residential and nonresidential structures,
construction of public facilities and improvements and conversion of schools for eligible
purposes. The types of activities that generally are not eligible for CDBG funding include:
buildings for the general conduct of government, political activities, income payments,
construction of new housing and other facilities offering 24-hour care.
NATIONAL OBJECTIVES
The City of Carlsbad is committed to using CDBG funds to finance projects and services that
provide direct benefit to lower income residents. Every project proposed for the CDBG program
must address at least one of the three broad National Objectives for the program. The National
Objectives are:
1. Provide direct benefit to low and moderate income persons:
2. Aid in the prevention or elimination of slums or blight: and
3. Meet other community development needs having a particular urgency because
existing conditions pose a serious and immediate threat to the health or welfare of the
community where no other financial resources are available to meet such needs.
LOCAL OBJECTIVES
In addition to meeting the National Objectives, every project proposed for CDBG funding must
meet at least one of the local Community Development Objectives, which are:
1. Affordable Housina:
Provide direct benefit to lower income persons through the provision of additional
affordable housing units in Carlsbad:
CDBGIHOME Program
Request for Proposals
Page 3
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 providers are defined as
those that provide food, shelter, clothing and, in some cases, health care;
Provide assistance to non-profit public service providers who offer counseling and
self-improvement programs/activities for lower income Carlsbad residents; and,
Provide assistance to non-profit public service providers who offer recreational
and/or cultural programs/activities for lower income Carlsbad residents.
3. SOCIAL SERVICES [CHILDREN & ADULTS):
Provide assistance to organizations which administer programs that directly
benefit lower income children living in Carlsbad. The programs must provide one
or more .of the following activities: day care, after-school care, cultural
enrichment, recreation, health care/immunization or self-improvement. The City
may also give priority to single-parent assistance programs such as counseling
services; and
Provide assistance to organizations which administer programs that directly
benefit low income adults living in Carlsbad. The programs must provide one or
more of the following activities for adults: employment services, job training, and
educational programs. Programs designed for elderly adults only must provide
one or more of the following activities: meals, homemaking or personal assistance
services, financial assistance services, counseling, transportation, or shared
housing or other housing related services.
It is the intent of the City to only approve CDBG/HOME assisted projects that do not result in the
displacement of low/moderate income persons from their homes. Therefore, all persons
submitting project proposals to the City should consider the displacement impact upon
low/moderate income households.
IV. Submission of Reauest For ProPosals
All persons, organizations, agencies, etc. wishing to submit an application for funding
consideration under the CDBG/HOME program must obtain a "Funding Proposal Application"
from the City of Carlsbad Housing and Redevelopment Department. Interested persons may
request a Funding Proposal Application by calling (760) 434-281 8.
Ten copies of each project proposal must be submitted to the attention of Frank Boensch prior to
CDBGIHOME Program
Request for Proposals
Page 4
500 p.m. on December 15,2004 at the following address:
CITY OF CARLSBAD
HOUSING AND REDEVELOPMENT DEPARTMENT
2965 ROOSEVELT STREET, SUITE B
CARLSBAD, CA 92008
IV. Technical Assistance/Questions or Comments
City staff is available to provide technical assistance in preparing applications and to
answer questions regarding the application review process. Please contact Frank
Boensch at (760) 434-2818 for information regarding technical assistance or if you have
questions or comments on the CDBG/HOME Program.
EXHIBIT 4 CITY OF CARLSBAD
CD BGIHOME PROGRAM
APPLICATION REVIEW PROCESS
PURPOSE
To set forth procedures to be used for allocating the annual City of Carlsbad Home Investment
Partnership (HOME) and Community Development Block Grant (CDBG) funds.
BACKGROUND
Each year the City of Carlsbad is entitled to receive funding from the U.S. Department of Housing
& Urban Development through the CDBG Program to finance projects and/or services, which
benefit low/moderate income persons/households within the community. The City also receives
federal funds through the HOME Program to implement housing activities that benefit lower
income households. In response to the City’s “Request for Proposals” for the CDBG/HOME
Program, the City receives numerous applications for funding from local organizations. In an
effort to facilitate the activity selection and funding allocation process, the following procedures
have been established for the program.
OBJ ECTlVE
The intent of this process is to streamline the CDBG/HOME funding allocation procedures and
implement specific proposal evaluation criteria which can be used to assist in the selection of
activities for funding on an annual basis. This process describes the CDBG/HOME application
process; outlines the review process for activity selection and funding recommendations: and,
summarizes the public hearing requirements. A CDBG/HOME Advisory Committee, will be
appointed to review and make recommendations to the City Council on funding levels for each
of the eligible activities submitted by organizations and/or city departments.
PROCEDURES
The goal of the City of Carlsbad is to develop a well balanced CDBG/HOME Program that
reflects the various needs of its low to moderate income residents, with three primary areas of
focus: 1) affordable housing; 2) general social services for lower income persons; and 3) services
for children and adults, including the elderly.
The following procedures outline the steps to be used by the Advisory Committee and staff of
the Housing and Redevelopment Department in selecting activities, which provide for a well
balanced program and in making recommendations for allocation of the funds on an annual
basis:
1. Interested persons, non-profit organizations, City departments and others may submit a
request for funding on the appropriate application form. A public notice in a local
newspaper of general circulation will indicate how to obtain an application and the due
date for all proposals. Generally, the application review process will begin in November
or December of each year.
2. Upon receipt of proposaIs/applications for funding, Housing and Redevelopment
Department staff will make a determination regarding the eligibility of each proposed
project for funding consideration under the program. Requests for funds shall be
considered for funding only if the application is complete and demonstrates that the
following conditions have been met:
a. The governing board formally authorized the organization’s request for CDBG
and/or HOME funds from the City of Carlsbad and authorized official to bind
APPLICATION REVIEW PROCESS
PAGE 2
organization into subsequent agreements for CDBG funds ;
3.
4.
5.
b. The proposed use of funds is an eligible activity, per the Federal regulations for
the CDBG and/or HOME program:
c. The organization and the proposed activity must not have any outstanding or
unresolved findings of violation of the federal regulations governing the CDBG
and/or HOME program:
d. If applying for CDBG funds, the proposed use of funds meets at least one national
objective for the CDBG program, as established by the Federal regulations;
e. If applying for CDBG funds, the proposed use of funds meets at least one local
objective for the CDBG program, as established by the City of Carlsbad's
Community Development Plan: and,
f. If applying for HOME funds, the proposed use of funds must be for the purpose of
increasing the availability of affordable housing for lower income households.
All complete applications, which have met the conditions outlined above, shall be
considered eligible for funding consideration and shall continue in the activity selection
and funding allocation process. All applications that are deemed ineligible for funding
consideration shall receive written notification that the application for funds is ineligible
due to a specified reason and will not be reviewed further by staff or the Advisory
Committee.
The Advisory Committee will consider the needs of lower income Carlsbad residents in
developing recommendations to the City Council for the funding of activities which are
the "most qualified" to meet those needs. The Committee will consist of seven (7)
members and will include the following representatives to be appointed by the City
Council: Senior Commissioner, Planning Commissioner, Housing Commissioner, and four
citizens-at-large (one from each quadrant of the City).
Each eligible application for funds shall be reviewed and evaluated, for ranking
purposes, based upon the criteria outlined below. Advisory Committee Members and
Housing and Redevelopment Department staff will evaluate each eligible
proposal/application for funds and assign a score based on a maximum 100 point scale
using the following criteria:
a. 0 RGAN IZATIONAL AB1 LlTY /CAPACITY Maximum of 25 Points
I. Experience of organization in providing 5 Points services to low/moderate income
persons/households and in providing the
proposed activity.
Capacity/ability of staff assigned to
implement proposed activity.
administration of CDBG or other State or
Federal funds.
ii .
II. Organization's experience with the
5 Points
5 Points
iv. Level of ability demonstrated by organization
to provide services and to adhere to
applicable local, State, or Federal regulations
governing funding sources.
10 Points
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APPLICATION REVIEW PROCESS
PAGE 3
b. FINANCIAL CAPACITY/STABILITY
I.
II. Relatively stable financial position
Leveraging of CDBG funds with outside
resources to finance proposed activity.
c IMPLEMENTATION OF ACTIVITY
I. Demonstration of organization's readiness to
implement proposed activity
d BENEFITS/BENEFICIARIES
I.
II.
Accessibility of activity for use by Carlsbad
clients.
Extent to which proposed activity benefits low
income persons/households (50% of median
family income).
Extent to which proposed activity benefits low
income Carlsbad households
Extent to which proposed activity meets the
needs of low income residents
... 111.
iv.
Maximum of 25 Points
15 Points
10 Points
Maximum of 10 Points
10 Points
Maximum of 40 Points
10 Points
10 Points
10 Points
10 Points
6. To facilitate the complete evaluation of eligible proposals/applications, applicants will
be given the opportunity to participate in a 10 minute interview with the Funding
Advisory Committee and staff. The public will also be given the opportunity to comment
on the eligible proposals being considered for funding at a City Council meeting.
The interview will provide the Advisory Committee and staff with an opportunity to obtain
additional information regarding the organization and the proposed activity that may
not have been provided, or was unclear in the application. Applicants should provide
any documents that may assist the Advisory Committee and staff in evaluating the
proposal/application to this interview.
7. Following the interview of each eligible proposal/application, Advisory Committee
Members and staff will complete their evaluation of the proposal according to the
criteria noted above. Committee Members will then submit their proposal scores to staff
for averaging. Proposals must receive a minimum average score of 50 out of 100 points
to remain eligible for funding. Staff will then rank and categorize the eligible
proposals/applications into the following four classifications:
a. Public services/facilities for the purpose of providing or maintaining affordable
housing:
b. Public services/facilities for the purpose of providing general social services: and
C. Public services/facilities for the purpose of providing specialized social services for
children and adults.
d. Acquisition of property for the purpose of creating new affordable housing
opportunities.
This information will then be presented to the Advisory Committee for further review to
determine the level of funding to be recommended for each proposal.
8. It is the Advisory Committee's responsibility to make a recommendation on the level of
funding to be allocated to the eligible activities according to the order the
proposals/applications were ranked within each classification. The Advisory Committee
shall work from the top of each list to the bottom, taking one proposal at a time on a
APPLICATION REVIEW PROCESS
PAGE 4
Housing
1.
2.
3.
TOTAL
rotation basis from each classification, and recommend a funding level for the proposal
until all available funds have been allocated to eligible activities. This process will be
used to make funding recommendations for public service, public facility/other, and
affordable housing proposals.
General Social Social Services -
Services Children 8, Adults
1. 1.
2. 2.
3. 3.
TOTAL TOTAL
Recommended funding amounts will be distributed evenly among the three public
service categories [housing, general social services, and specialized social services for
children or adults). The minimum funding level for each recommended activity shall be
$5,000, but shall not exceed the requested funding amount.
EXAMPLE: The Advisory Committee shall take the first public service activity listed within
"Affordable Housing" and make a funding recommendation for this activity. Then, the
Committee will consider a funding recommendation for the first public service activity
listed under "General Social Services" and so on. Once a recommendation for funding
has been made for an activity within each of the three classifications, the Committee will
then move to the next activity listed. This process will be repeated to also develop
funding recommendations for affordable housing proposals.
TOTAL FUNDS ALLOCATED $
TOTAL FUNDS AVAILABLE $
FUNDS OVER/UNDER TOTAL AVAILABLE $
9. The Advisory Committee's funding recommendations will be presented to the City
Council for action during a public hearing. All applications submitted and the
funding recommendations made by the Advisory Committee will be submitted to
the City Council for consideration by the end of April of each year.
10. After accepting public comments on the proposals and recommendations, the
City Council may accept the Committee's recommendations as submitted or
modify them as necessary to meet the needs of low/moderate income persons
within the community.
11. Following City Council action, a Consolidated Funding Plan, including the list of
selected activities and funding amounts for the CDBG/HOME Program, will be
submitted to the U.S. Department of Housing and Urban Development for final
approval.
From: Isabelle Paulsen
To: legals@nctimes.com Date: 11/3/2004 1:04:12 PM
Subject: Public Hearing Notice - CDBGIHOME Investment Partnership (HOME) Program
Jane:
Attached is a public hearing notice for Community Development Block Grant (CDBG) and Home
Investment Partnership (HOME) Program Public Hearing and Request for Proposals.
Please place this ad in the Saturday, November 6, 2004 newspaper. This will be a simple legal ad with City seal and border.
Thank you.
Isabelle Paulsen, CMC
Deputy Clerk City of Carlsbad
City ClerWRecords Management
ipaul@ci.carlsbad.ca.us
cc: Frank Boensch: Karen Kundtz
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) AND
HOME INVESTMENT PARTNERSHIP (HOME) PROGRAM
PUBLIC HEARING AND REQUEST FOR PROPOSALS
The City of Carlsbad is eligible to receive funding, on an annual basis from the federal Community Development Block Grant (CDBG) Program to finance projects, which serve the needs of lower income
persons. The funds are to be used to develop viable urban communities through the provision of decent
housing and a suitable living environment and by expanding economic opportunities for lower income persons. The City will also receive funding under the HOME Investment Partnership (HOME) Program, as
a participant in the San Diego County HOME Consortium. The funds will be used to increase the supply of decent affordable housing to lower income persons.
The total amount of CDBG funding available for the 2005-2006 program year is approximately $654,432. This figure includes an estimated $598,000 in new CDBG entitlement allocation and $56,432 in program
income. Of the $654,432 total CDBG funds available, approximately $1 19,600 will be used for the City's
administration of the CDBG Program and up to $89,700 will be available for public service activities based
on previous Council direction. A total of $222,556 will be available for facility improvements, or other
eligible projects. In addition, approximately $222,556 in CDBG funds and $298,000 in HOME funds will be
available to create affordable housing opportunities for lower income households.
To develop a CDBGlHOME Program that meets the needs of the lower income population, the City
of Carlsbad requests assistance from members of the community. Citizen participation is critical
to the success of the Program. A public hearing will be held on Tuesday, November 9, 2004 to
obtain comments on the draft 2005-06 CDBGlHOME Funding Plan. These housing and community
development objectives will be cited within the City's Consolidated Plan as the strategies the City
will pursue in the upcoming years to meet the needs of lower income Carlsbad residents. The City
encourages all community organizations to consider the needs of lower income persons within
Carlsbad and to submit a proposed project, or projects, for consideration by the City Council at a
future public hearing.
Organizations are strongly discouraged from applying for funds unless they are ready to
implement the activity proposed for funding. A matching funds requirement will be applied to
CDBG funded public facilitieslimprovement activities. Documentation showing use of those
matching funds would be required prior to distribution of CDBG funds for activities under that
category. CDBG funding for amounts of $100,000 or more may be made in the form of a deferred,
no interest loan, to be forgiven in twenty years if the facility remains in use for purposes as stated
in the application.
The City of Carlsbad is committed to using CDBG/HOME funds to finance projectslservices that provide direct benefit to lower income residents. It is also the City's intent to approve CDBG/HOME projects that
do not result in the displacement of lower income persons from their homes. Therefore, all persons
submitting project proposals to the City should consider the displacement impact upon lower income
households. If the City does approve a project that results in displacement of lower income households,
the City will provide relocation assistance as required in Section 570.606(b)(2) of the federal regulations for the CDBG program.
All organizations wishing to submit a project for funding consideration under the CDBGlHOME program
must obtain a "Funding Proposal" application from the City of Carlsbad's Housing and Redevelopment
Department. Interested persons may call (760) 434-281 8 to obtain an application. All project proposals
must be submitted to: Frank Boensch, City of Carlsbad, Housing & Redevelopment Department,
2965 Roosevelt Street, Suite By Carlsbad, CA 92008 prior to 5:OO p.m. on December 15, 2004.
Persons who have questions or comments regarding the City of Carlsbad's CDBG/HOME Program may
contact Frank Boensch at (760) 434-2818, Monday through Friday between 8:OO a.m. and 5:OO p.m.
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 City of Oceanside and
the City of Escondido, Court Decree number
171349, for the County of San Diego, that the
notice of which the annexed is a printed copy (set
in type not smaller than nonpariel), has been
published in each regular and entire issue of said
newspaper and not in any supplement thereof on
the following dates, to-wit:
November 06'h, 2004
I certify (or declare) under penalty of perjury that
the foregoing is true and correct.
Dated at SAN MARCOS California
This 08'h Day of November, 2004
/--
Signature
Jane Olson
NORTH COUNTY TIMES
Legal Advertising
This space is for the County Clerk's Filing Stamp
Proof of Publication of