HomeMy WebLinkAbout2011-09-13; City Council; 20671; CONSOLIDATED ANNUAL PERFORMANCE EVALUATION REPORT/$!
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CONSOLIDATED ANNUAL
PERFORMANCE AND EVALUATION
REPORT FOR CDBG PROGRAM
DEPT. HEAtfT>^V
CITY ATTY. (^ •
CITY MGR. [,i^
RECOMMENDED ACTION:
Adopt Resolution No. 2011-209 approving the City of Carlsbad's FY 2010-2011
Consolidated Annual Performance and Evaluation Report for the Community Development
Block Grant Program.
ITEM EXPLANATION:
As required by 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 CAPER is July 1, 2010 to June 30, 2011. 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 $492,600 in CDBG funds have been
expended during the FY 2010-2011 program year to assist programs and projects that provide
services to lower income Carlsbad residents. A total of fourteen nonprofit public service
providers received grants to assist in the funding of operational costs. Funds were also used to
to assist Catholic Charities with predevelopment activities related to the rebuilding of the La
Posada de Guadalupe Shelter and to Casa de Amparo for predevelopment activities related to
construction of a new faciltiy.
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 fifteen day public review and
comment period, which ended on August 24, 2011. No comments were received during the
public review period.
FISCAL IMPACT:
There is no fiscal impact from approving the CAPER.
DEPARTMENT CONTACT: Frank Boensch 760-434-2818 frank.boensch@carlsbadca.gov
FOR CITY CLERKS USE ONLY.
COMMISSION ACTION: APPROVED
DENIED
CONTINUED
WITHDRAWN
AMENDED
CONTINUED TO DATE SPECIFIC D
CONTINUED TO DATE UNKNOWN D
RETURNED TO STAFF D
OTHER - SEE MINUTES D
Page 2
ENVIRONMENTAL IMPACT:
Pursuant to Public Resources Code section 21065, this action does not constitute a "project"
within the meaning of CEQA in that it has no potential to cause either a direct physical change
in the environment, or a reasonably foreseeable indirect physical change in the environment,
and therefore does not require environmental review.
EXHIBITS:
1. Resolution No. 2011-209 approving the City of Carlsbad's FY 2010-2011
Consolidated Annual Performance and Evaluation Report for the Community Development
Block Grant Program.
2. 2010-2011 Consolidated Annual Performance and Evaluation Report (On file in the Housing
and Neighborhood Services Department).
1 RESOLUTION NO. 2011"2°9
2
3 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, TO APPROVE THE FY 2010-
4 2011 CONSOLIDATED ANNUAL PERFORMANCE AND
EVALUATION REPORT FOR THE COMMUNITY
5 DEVELOPMENT BLOCK GRANT PROGRAM.
WHEREAS, the City of Carlsbad, is a recipient of federal Community
Development Block Grant (CDBG) funds administered by the U.S. Department of
8
Housing and Urban Development (HUD);
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WHEREAS, a Consolidated Annual Performance and Evaluation Report is
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required by the U.S. Department of Housing and Urban Development, for review of the
12 City's performance in carrying out its Annual Strategy and in relationship to meeting the
13 City's overall five year priorities and strategies for housing and community development;
14 WHEREAS, the City Council of the City of Carlsbad has considered the City's
15 2010-2011 Consolidated Annual Performance and Evaluation Report for the Community
16 Development Block Grant Program; and
WHEREAS, the City Council has taken all testimony into account.
18
NOW, THEREFORE, BE IT HEREBY RESOLVED by the City Council of the City
19
of Carlsbad, California, as follows:
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1. The above recitations are true and correct.
22 2. That the City of Carlsbad's FY 2010-2011 Consolidated Annual Performance
and Evaluation Report for the Community Development Block Grant Program
23 is hereby approved for submission to the U.S. Department of Housing and
Urban Development.
24
3. That the City of Carlsbad published a notice in a local general circulation
25 newspaper announcing a fifteen (15) day public review and comment period
~, on the FY 2010-2011 Consolidated Annual Performance and Evaluation
2t> r-, .Report.
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PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council
of the City of Carlsbad on the 13th day of September 2011, by the following vote to wit:
AYES: Council Members Hall, Kulchin, Blackburn, Douglas, Packard.
NOES: None.
ABSENT: None.
MATT HXLL, Mayor
ATTEST:
(SEAL)
E M. WOOD, City Clerk
CONSOLIDATED ANNUAL
PERFORMANCE AND EVALUATION
REPORT (CAPER)
JULY 1, 2010 TO JUNE 30, 2011
PREPARED BY
CITY OF CARLSBAD
HOUSING AND NEIGHBORHOOD SERVICES DEPARTMENT
2965 ROOSEVELT STREET, SUITE B
CARLSBAD CALIFORNIA 92008
5
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION
REPORT (CAPER)
TABLE OF CONTENTS
I. EXECUTIVE SUMMARY 1
II. ASSESSMENT OF FIVE-YEAR PLAN OBJECTIVES 2
III. FAIR HOUSING 7
IV. AFFORDABLE HOUSING 7
V. CONTINUUM OF CARE STRATEGY 8
VI. OTHER ACTIONS 9
VII. LEVERAGING 10
VIII. CITIZEN COMMENTS AND PUBLIC REVIEW 10
IX. SELF EVALUATION AND ASSESSMENT 10
X. PROGRAM INCOME 12
CITY OF CARLSBAD
2010-11
CONSOLIDATED ANNUAL
PERFORMANCE AND EVALUATION REPORT
I. EXECUTIVE SUMMARY
This Consolidated Annual Performance and Evaluation Report (CAPER) provides information on the
City of Carlsbad's first year of progress towards meeting objectives established in the City's 2010-
2015 Consolidated Plan. Approximately $492,634 in CDBG funds were expended during the 2010
program year.
During the 2010-11 year, organizations providing programs assisted with CDBG funds were able to
provide services to the following:
A total of 3,092 homeless or near homeless persons received temporary shelter or support services.
A total of 1986 persons received general public services including food, case management and health
services.
A total of 323 young people received assistance from after school programs and 51 seniors were
assisted with the delivery of meals to their homes.
Funds were also provided to assist in predevelopment activities related to the rebuilding of the La
Posada de Guadalupe Shelter and predevelopment of a new facility for Casa de Amparo to care for
neglected and abused children.
The City also assisted in the completion of 6 condominium units, assisted an average of approximately
600 households per month through the Section 8 rental voucher program, and assisted one household
in purchasing a home through the Mortgage Credit Certificate Program.
The City also provided funding to the Center for Social Advocacy to help it assist Carlsbad residents
resolve fair housing disputes and complaints.
II. ASSESSMENT OF FIVE-YEAR PLAN OBJECTIVES
This is the first Consolidated Annual Performance and Evaluation Report (CAPER) that provides
information on the City of Carlsbad's success in meeting objectives established in the City's 2010-2015
Consolidated Plan. The Plan also identifies a number of specific programs that might be assisted with
Community Development Block Grant (CDBG) funds to help meet the objectives. These objectives and
implementation programs are outlined below.
Objective: Increase the supply of affordable housing units.
HP-1 (Housing Production - Program 1) Affordable Housing Construction Assistance
The five-year objective is to provide 80 new housing units (70 rental and 10 ownership units) affordable
to lower income households. Carlsbad's affordable housing program allows the City to assist in the
development of new affordable housing units. This can result in increased affordable housing
opportunities for both renters and potential owners.
HP-2 (Housing Production - Program 2) Housing Unit Acquisition Assistance
The City's primary five-year objective is to assist in the construction of 80 new affordable units. (HP-1)
If the City determines that the prospect for meeting the new construction objective is limited, it may
participate in the acquisition of existing housing units to provide affordable housing for lower income
households.
Objective: Conserve and rehabilitate the existing housing stock.
HP-3 (Housing Production - Program 3) Provide Moderate or Substantial Rehabilitation
The City's primary five-year objective is to assist in the construction of 80 new affordable units. (HP-1)
If the City determines that the prospect for meeting the new construction objective is limited, it may seek
opportunities to provide lower income households with rehabilitation assistance.
Objective: Provide housing assistance to the homeless.
H-1 (Homelessness - Program 1) Near-Term Homeless Facilities and Support Services
The five-year objective is to assist 1,000 homeless, or near-homeless persons with temporary shelter and
support services. The City may assist homeless service providers in meeting the immediate needs of
homeless or near-homeless persons with food, temporary shelter, health care, and other social services.
H-2 (Homelessness - Program 2) Transitional or Permanent Housing for the Homeless.
The City's primary five-year objective is to assist in the construction of 80 new affordable units. (HP-1)
If the City determines that the prospect for meeting the new construction objective is limited, it may seek
opportunities to assist in the acquisition of property for transitional or permanent supportive housing for
the homeless.
Objective: Improve and provide facilities to serve lower income persons.
CD-I (Community Development - Program 1) Public and Community Facilities
The five-year objective is to assist in the construction, expansion, rehabilitation, and/or payment of
operating costs for 10 community facilities that serve lower income residents of Carlsbad. The City may
use CDBG funds to assist in those facility related activities, including activities to improve and provide
facilities for special needs populations such as at-risk youth, the elderly, and persons with disabilities.
CD-2 (Community Development - Program 2) General Public Services
The five-year objective is to assist in the provision of general public services to 5,000 lower income or
special needs persons. Carlsbad may use CDBG funds to assist in the provision of programs to meet
social service needs of lower income persons and those with special needs.
CD-3 (Community Development - Program 3) Youth Services
The five year objective is to assist in the provision of youth related programs to serve 1,000 persons. The
City may use CDBG funds to assist youth related services including recreational, cultural, educational, or
other needed programs.
CD-4 (Community Development - Program 4) Senior Services
The five-year objective is to provide services to 250 Carlsbad seniors. The City may use CDBG funds to
assist services provided to seniors, including meals, in-home services, adult day care, or other needed
programs.
Objective: Ensure effective use of limited CDBG resources.
A-l (Administrative-Program 1) Planning and Administration
The five-year objective is to implement the CDBG program in accordance with HUD regulations. The
City may use CDBG funds to ensure that the program is run in an effective manner that serves lower
income households in Carlsbad.
A-2 (Administrative - Program 2) Actively Further Fair Housing.
The five-year objective is to continue contracting with a fair housing service provider to assist Carlsbad
residents and to participate in regional efforts to update the Analysis of Impediments to Fair Housing
every five years. The City may use CDBG funds to assist in ensuring that housing opportunities are
provided fairly to all persons regardless of race, religion, sex, family size, marital status, ancestry, national
origin, color, or disability.
Table 1
Summary of Implementation Programs and Five-Year Objectives
Prog. #Implementation Programs Performance
Measure
Five-Year Objective
Programs to increase the supply of affordable housing units.
HP-1
HP-2
Assist the construction of new affordable housing for
renters.
Assist the acquisition of existing housing units to be
rented at affordable prices.
Housing Units
80 units
(70 rental units and
10 ownership units)
Program to conserve and rehabilitate the existing housing stock.
HP-3 Provide substantial or moderate rehabilitation
assistance to benefit lower income households.Housing Units To be determined.1
Programs to provide assistance to the homeless or near homeless persons.
H-l
H-2
Assist homeless, near-homeless, or documented
migrant farmworkers with temporary shelter and
supportive services.
Assist the acquisition of existing properties for
transitional or permanent housing for the homeless.
Persons
Housing Units
1,000
To be determined.1
Program to Improve and provide facilities to serve lower Income households.
CD-I
Assist in the construction, expansion, rehabilitation,
and/or payment of operating costs for community
facilities that serve the Carlsbad's lower- and
moderate-income households.
Projects 10
Programs to assist In the provision of public services for lower Income or special needs households.
CD-2
CD-3
CD-4
Assist in the provision of general public services to
lower- and moderate-income and persons with special
needs.
Assist in the provision of services to youth
Support programs to provide services for Carlsbad
seniors
Persons
Persons
Persons
5,000
1,000
250
Note:1 If through the Consolidated Annual Planning process the City discovers limited opportunity to meet the new
construction objective (Program HP-1) it will seek opportunities to assist lower income households with funding for a
housing rehabilitation program or with the acquisition of existing properties for transitional or permanent housing for the
homeless.
Table 2 on the following pages represents how activities undertaken during the 2010-11 program year
addressed Consolidated Plan objectives and priorities. Figures in Table 2 represent the total number of
people benefiting from activities funded with 2010-11 CDBG Funds.
10
Table 2
Summary of Implementation Programs, Activities/Priority Needs and Progress in
Meeting Five-Year Objectives
Program
ID No.
Implementation Program or
Specific Activity and Priority
Need
Five-Year
Objective
2010 2011 2012 2013 2014 Total 2010-
2015
Programs to increase the supply of affordable housing units.
HP-1 Assist in construction of new
affordable housing.
Roosevelt Gardens
Condos/Medium Priority
80 Units 6
units
6 5
6 total units
Programs to provide assistance to the homeless or near homeless persons.
H-l Assist temporary shelters
and supportive services.
Brother Benno Center/High
Priority
Casa de Amparo Youth
Shelter/High Priority
Catholic Charities Shelter/
High Priority
Community Resource
Center/ High Priority
Interfaith Community
Services/ High Priority
Women's Resource Center
Shelter/High Priority
Assist 1 ,000
Persons
1,302
4
105
996
650
35
Assisted total of
3,092
1,302
4
105
996
650
35
Table 2 (Continued)
Summary of Implementation Programs, Activities/Priority Needs and Progress in
Meeting Five-Year Objectives
Program
ID No.
Implementation Program or
Specific Activity/Priority
Need
Five-Year
Objective
2010 2011 2012 2013 2014 Total 201 0-201 5
Programs fo improve and provide facilities to serve lower income households.
CD-I
Assist in providing
community facilities for
lower income households.
Casa de Amparo Twin Oaks
Facility/High Priority
Catholic Charities/Shelter
Predevelopment Activities
Assist 10
facility
related
projects
2
1
1
1 Assisted a total
of 2 projects
1
1
Programs fo assist in the provision of public services for lower income or special needs households.
CD-2
CD-3
CD-4
Assist in providing general
public services to lower
income households and
persons with special needs.
North County Health
Services/ High Priority
Programs for Carlsbad
lower income youth
Boys and Girls Club Teen
Program/ High Prioriity
From the Inside Out Youth
Program/High Priority
Lifeline After School
Program/High Priority
Support services for
Carlsbad seniors
Meals on Wheels Delivery
Program/ High Priority
Assist 5,000
Persons
Assist 1 ,000
Persons
Assist 250
Persons
1,986
1,986
323
107
92
124
51
51
Assisted total of
1,986 persons
1,986
Assisted total of
323 Persons
107
92
124
Assisted total of
51 persons
51
III. FAIR HOUSING
The City participated with other CDBG San Diego County Entitlement Communities in coordination
with the San Diego Fair Housing Resource Board (FHRB) in developing a Regional Assessment of
Impediments (AI). The AI identifies impediments including limited housing options, housing
discrimination, and the need for increased outreach/education efforts to address a lack of public
awareness of housing rights. In response to findings from the AI, members of the FHRB have worked
with the San Diego Housing Opportunities Collaborative to create a website that includes a source of
fair housing related information and fair housing resources available throughout the region at
www.home.myhousingforall.org. Staff will continue to participate as a member of the FHRB to
implement activities that address the impediments identified in the AI.
The City, through the use of administrative funds allocated under the CDBG Program, has renewed its
agreement with The Center for Social Advocacy (CSA). CSA provides fair housing services, which
includes counseling, education seminars, and outreach/education efforts for mitigating and/or
preventing housing discrimination practices. CSA assisted 65 Carlsbad residents during the 2010-11
program year, and provided fair housing information brochures to the City for distribution through
libraries and various City offices. CSA 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. City and CSA staff conducted a fair housing
workshop for residents and property owners during this reporting period. City staff also distributes a
fair housing brochure to help inform the public on fair housing issues.
A link is also included on the City's Housing and Neighborhood Services Department Internet
Website to provide information regarding fair housing issues. All participants in the Section 8 Tenant
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.
These actions taken to overcome impediments have had the impact of educating the public regarding
fair housing rights and responsibilities. The actions have led to a more informed public, including
renters, landlord/owners, future homebuyers, and potential home sellers. Actions also provided
assistance to those needing advice regarding possible instances of fair housing discrimination as well
as assistance in filing complaints if appropriate.
IV. AFFORDABLE HOUSING
New Construction: The City worked towards meeting its five-year objective of assisting in the
development of 80 units by assisting in the completion of 6 condominium units in the Roosevelt
Gardens project with Habitat for Humanities. In prior years, the City provided CDBG and HOME
funds for site acquisition and predevelopment activities on the project. The final 6 units in the project
were completed during the 2010-2011 reporting period. The units were sold to households making up
to 50% of the Area Median Income for San Diego County.
City staff continues to implement Carlsbad's Inclusionary Housing Ordinance, which requires the
reservation and affordability of fifteen percent of new 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 development subject to the City's Inclusionary Housing Ordinance has
been the principle means by which the City met its objective for construction of housing affordable to
lower-income households.
/3
Section 8 Tenant-Based Rental Assistance: For FY 2010-11, HUD funded the Carlsbad Housing
Agency a budget of $6,447,954 to administer the Section 8 program. With these funds, an average of
600 very low-income households received rental assistance each month. As of June 30, 2011, a total
of 610 households were being assisted through the Section 8 program. Of these households,
approximately 63% of the heads of households were not elderly and 37% of head of households were
elderly (62 years of age and older).
Mortgage Credit Certificate (MCC) Program: Through the San Diego County Regional program,
established to provide lower and moderate-income households assistance in purchasing a home, one
lower income household was assisted in the purchase of their home.
V.CONTINUUM OF CARE STRATEGY
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.
Interfaith Community Services, Community Resource Center and The Brother Benno Foundation help
prevent homelessness through the provision of food, clothing, case management, and other basic-
needs services to the homeless and near homeless in the community. The Catholic Charities La
Posada de Guadalupe shelter in Carlsbad provides emergency shelter, food, and case management for
adult men. The Women's Resource Center provides emergency shelter, counseling, and other case
management services to victims of domestic violence. Casa de Amparo provides shelter and
supportive services for abused and neglected children. The City also provided funding to Fraternity
House to assist with the operation of their residential care facility for persons with AIDS that
otherwise would be homeless.
Service Provider
Brother Benno
Catholic Charities
Casa de Amparo
Community Resource Ctr.
Fraternity House
Interfaith Services
Women's Resource Center
2010-2011
CDBG Funding
$6,400
$9,500
$6,000
$7,000
$6,000
$5,000
$6,000
Proposed
Goal
Assist 200
Assist 100
Assist 3
Assist 200
Assist 2
Assist 100
Assist 30
Accomplishments
Assisted 1,302
Assisted 105 Persons
Assisted 4 Persons
Assisted 996
Assisted 0 from Carlsbad
Assisted 650 Persons
Assisted 35 Persons
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. The
City has made also made a commitment to providing permanent affordable housing to Carlsbad
residents through its Inclusionary Housing Ordinance. The ordinance requires residential developers
to provide at least fifteen percent of their units to lower income households. (See Affordable Housing
Section III above for details on these programs.)
VI. OTHER ACTIONS
Underserved Needs and Affordable Housing
The City provides funding to various public service organizations to assist them in meeting
underserved needs in the community. The variety of activities assisted is described in Section IV
above. To foster, maintain, and eliminate barriers to affordable housing, the City provides affordable
housing pursuant to its Inclusionary Housing Ordinance described above in Section III, and by
providing funds to assist in the development of affordable housing.
Institutional Structure and Enhanced Coordination
The five-member Housing Commission meets once a month, or on an as needed basis, to assist in
facilitating the development of affordable and supportive housing activities. The Housing
Commission reviews and makes recommendations to the City Council on housing policies, programs,
regulations, and financial assistance to affordable housing projects. 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 Fair Housing Resource Board, the CDBG Coordinator's Group, and the
San Diego HOME Consortium.
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. The City is an entitlement community in the U.S.
Department of Housing and Urban Development's Community Development Block Grant (CDBG)
program and is a member of the San Diego County HOME Consortium. The City also participates in
a regional Mortgage Credit Certificate Program. Participating jurisdictions meet on a quarterly, or as
needed basis, to discuss issues and share resources related to the programs.
Public housing and resident initiatives
The City of Carlsbad Redevelopment Agency owns the 75 unit Tyler Court apartment complex for
seniors. No major improvements were made during the 2010-11 program year. No public housing
resident initiatives were initiated during the 2010-11 program year.
Lead based paint hazards
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 Neighborhood Services Department.
Compliance with program and planning requirements
The City utilizes CDBG funds to provide staff and to operate its CDBG program. It is staff
responsibility to ensure that the program is in full compliance with CDBG program and planning
requirements.
IS
Reducing the number of persons living below poverty level
The City assists in reducing the number of persons living below poverty level by providing funds to
organizations that assist with job skill training and educational resources to assist in obtaining
employment opportunities. The City also has implemented an economic development strategy to
assist it in bringing new employers to the City and keep current employers from leaving the
community.
VII. LEVERAGING
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 the organization's program costs and are
leveraged with other sources of income to operate the funded program.
VIII. CITIZEN COMMENTS AND PUBLIC REVIEW
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 2010-11 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 to inform the public that the City of Carlsbad's Consolidated
Annual Performance and Evaluation Report for Fiscal Year 2010-11 is available at City facilities 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 an Appendix to this report.
IX. SELF EVALUATION AND ASSESSMENT OF RELATIONSHIP OF CDBG FUNDS
The following is an evaluation of the City's effectiveness of performance during this reporting period
in affordable housing assistance and community development activities for lower income households.
The City pursued all available resources as identified in the Consolidated Plan and did not hinder plan
implementation by action or willful inaction. Organizations or programs receiving CDBG funding
from the City must provide documentation ensuring that at least seventy percent of their clients or
participants are members of low to moderate income households. In this way, the City is able to
document that over seventy percent of CDBG funds are used to benefit low to moderate income
households.
The City's 2010-2015 Consolidated Plan identifies a number of specific programs that might be
assisted with Community Development Block Grant (CDBG) funds to help meet the five-year
objectives established in the Plan. The City's Annual Action Plan proposes funding for various
specific activities and proposed accomplishments to make progress towards meeting the five-year
objectives. The following outlines what progress was made as a result of activities funded through the
10
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2010-11 Annual Action Plan and activities funded through prior Action Plans which were not
completed in prior program years.
Objective: Increase the supply of affordable housing units.
HP-1 (Housing Production - Program 1) Affordable Housing Construction Assistance
The five-year objective is to provide 80 new housing units (70 rental and 10 ownership units)
affordable to lower income households. The City worked towards meeting that objective by providing
CDBG and HOME funds for activities related to the Roosevelt Gardens condominium project being
coordinated by San Diego Habitat for Humanity. Construction of Phase 2 was completed in 2010,
which provided six affordable homes to lower income households.
Objective: Provide housing assistance to the homeless.
H-l (Homelessness - Program 1) Near-Term Homeless Facilities and Support Services
The five-year objective is to assist 1,000 homeless, or near-homeless persons with temporary shelter
and support services. The City exceeded its proposed one-year accomplishment of assisting 635
persons. The combination of seven service providers receiving CDBG funds assisted a total of 3,092
persons. The main reason for exceeding the proposed number to be assisted was due to
underestimating the number service providers that would be assisted through the CDBG program and
an unexpected high number of people served by the Interfaith Community Services the Community
Resource Center.
Objective: Improve and provide facilities to serve lower income persons.
CD-I (Community Development - Program 1) Public and Community Facilities
The five-year objective is to assist in the construction, expansion, rehabilitation, and/or payment of
operating costs for 10 community facilities that serve lower income residents of Carlsbad. The City
allocated funds during the 2010-11 program year to assist Catholic Charities with predevelopment
activities related to the replacement of the current La Posada de Guadalupe homeless shelter's aging
modular buildings with permanent facilities that will increase their capacity by fifty beds. The City
also provided funding to assist with predevelopment activities related to development of a new facility
for Casa de Amparo, which provides housing and other services to abused children.
CD-2 (Community Development - Program 2) General Public Services
The five-year objective is to assist in the provision of general public services to 5,000 lower income or
special needs persons. The City exceeded its proposed objective of serving 1,000 persons in 2010-11.
This was due in part because of an increased demand for The North County Health Services
Immunization and Health Screening Program, which provided services to 1,986 residents during the
2010-11 program year.
CD-3 (Community Development - Program 3) Youth Services
The five year objective is to assist in the provision of youth related programs to serve 1,000 persons.
The City exceeded its proposed one-year accomplishment of assisting in the provision of programs to
300 youth. The City provided CDBG funds that assisted three programs serving a total of 323 young
people from Carlsbad. The programs included Lifeline After School, From the Inside Out, and The
Boys and Girls Club.
11
CD-4 (Community Development - Program 4) Senior Services
The five-year objective is to provide services to 250 Carlsbad seniors. The City barely met its
proposed one-year accomplishment of assisting in the provision of services to 50 seniors as a total of
51 seniors were served by Meals on Wheels during the 2010-11 program year.
X. PROGRAM INCOME
Subrecipients of CDBG funds are generally allowed to retain program income as allowed by federal
regulations if used for the same program. Program income generated by the Villa Loma Apartments,
affordable housing developed with assistance from a Section 108 loan, is returned to the City on an
annual basis for use in the CDBG program. Program income from the Villa Loma Apartments
generated $1,979,056 during the 2010-11 program year. The amount is unusually large because the
owners of the apartments paid all lease payments that were in arrears and the accrued interest on those
payments.
The City did not undertake any other activities or collect any other loan payments during the reporting
period which generated any other program income to the City or to revolving funds. No float funded
activities were outstanding and no properties acquired or improved with CDBG funds were available
for sale at the end of the reporting period. No loans in default were written off during the reporting
period. The City is not participating in any lump sum agreement related to CDBG funded activities.
No prior period adjustments have been made during this reporting period for disallowed expenditures.
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