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HomeMy WebLinkAbout2012-03-27; City Council; 435; Carlsbad Public Housing Agency Annual Plan FY 2012HOUSING AND REDEVELOPMENT COMMISSION - AGENDA BILL ^ 5 435 AB# MTG. DEPT. HNS 3/27/12 CARLSBAD PUBLIC HOUSING AGENCY ANNUAL PLAN FY 2012 DEPT.CHRECTQR^ GENOXJNSa:- EXEC DIR. RECOMMENDED ACTION: HOLD a Public Hearing and ADOPT Housing and Redevelopment Commission Resolution No. 521 APPROVING the Carlsbad Public Housing Agency Annual Plan and AUTHORIZING submission to the U.S. Department of Housing and Urban Development. ITEM EXPLANATION: The Housing & Neighborhood Services Department administers the federally funded Section 8 Rental Assistance Program for the City of Carlsbad Public Housing Agency. Pursuant to Code of Federal Regulations 24 Part 903, a Public Housing Authority is required to submit a 5-Year and Annual Plan to the U.S. Department of Housing and Urban Development. The 5-Year and Annual PHA Plan provide a basic guide to Public Housing Agency policies, rules, and requirements concerning the Public Housing Agency's operations, programs and services. In addition, the Plan advises HUD and members ofthe public the mission and strategies for serving the needs of low-income and very low-income families within the Public Housing Agency's jurisdiction. On April 13, 2010, the Housing and Redevelopment Commission approved the 5-Year Plan for fiscal years 2010-2014 and approved the submission to HUD. HUD's Section 8 Management Assessment Program (SEMAP) has ranked the Carlsbad Housing Agency as a High Performing Housing Agency. As a High Performing Housing Agency, the requirement for the PHA Annual Plan is to identify PHA Plan elements that have been revised since the last Annual Plan submission. In the PHA Plan Update segment, the areas that have been revised and need to be addressed are: Financial Resources - funding received; Rent Determination, specifically Payment Standards; and Fiscal Year Audit - update for FY ending June 30, 2011. Once the Plan is approved, the following documents must be submitted in addition to the PHA Plan template (form HUD 50075): • Form HUD-50077, PHA Certifications of Compliance with the PHA Plans and Related Regulations (which includes all certifications relating to Civil Rights); and • Resident Advisory Board (RAB) comments; and • Challenged Elements. Include any elements of the PHA Plan that is challenged. DEPARTMENT CONTACT: Bobbi Nunn 760-434-2816 bobbi.nunn(a)carlsbadca.gov FOR CITY CLERK'S USE ONLY. COMMISSION APPROVED CONTINUED TO DATE SPECIFIC • ACTION: DENIED CONTINUED TO DATE UNKNOWN • WITHDRAWN • RETURNED TO STAFF • AMENDED • BOARD RECEIVED THE REPORT/PRESENTATION OTHER-SEE MINUTES • • PUBLIC REVIEW AND HEARING: The Draft Annual Public Housing Agency Plan is available for public review and comment prior to adoption by the Housing and Redevelopment Commission. The public review period is for 45 days and ends on March 27, 2012. Public comments from the public review period and the public hearing will be addressed and included in the final Public Housing Agency Plan that is submitted to HUD. HOUSING COMMISSION RECOMMENDATION: The Housing Commission reviewed the Carlsbad Public Housing Agency Annual Plan on February 9, 2012, and adopted Resolution No. 2012-001 recommending thatthe Housing and Redevelopment Commission approve the Carlsbad Public Housing Agency Annual Plan for Fiscal Year 2012 for submission to the U.S. Department of Housing and Urban Development. FISCAL IMPACT: The PHA Plan governs the federal funds allocated for administration of the Section 8 Rental Assistance Program. For calendar year 2011, the City of Carlsbad received approximately $6,235 million for rental assistance payments and operating expenses from HUD. 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. Housing and Redevelopment Commission Resolution No. 521 . to approve the Carlsbad Public Housing Agency Annual Plan and authorize submission to the U.S. Department of Housing and Urban Development 2. PHA Certifications of Compliance with the PHA Plans and Related Regulations: Board Resolution to Accompany the PHA 5-Year and Annual PHA Plan, form HUD-50077 (4/2008) 3. Draft Housing Commission Meeting Minutes, February 9, 2012 4. Housing Commission Resolution No. 2012-001, adopted February 9, 2012 5. Housing Commission Staff Report, dated February 9, 2012 6. Draft Annual PHA Plan for Fiscal Year 2012, form HUD-50075 (4/2008) EXHIBIT 1 1 RESOLUTION NO. 521 2 A RESOLUTION OF THE HOUSING AND REDEVELOPMENT COMMISSION OF THE CITY OF ^ CARLSBAD, CALIFORNIA, AUTHORIZING THE CHAIRPERSON OF THE HOUSING AND REDEVELOPMENT COMMISSION TO EXECUTE THE PUBLIC HOUSING 5 AGENCY (PHA) CERTIFICATIONS OF COMPLIANCE WITH THE PHA PLANS AND RELATED REGULATIONS AND 6 APPROVING SUBMISSION OF THE ANNUAL PHA PLAN FOR FISCAL YEAR 2012 TO THE U.S. DEPARTMENT OF 7 HOUSING AND URBAN DEVELOPMENT (HUD) 8 9 JQ WHEREAS, the Housing and Redevelopment Commission ("Housing Agency") 11 administers the Section 8 Rental Assistance Program; and 12 WHEREAS, pursuant to the Quality Housing and Work Responsibility Act (QHWRA) of 1^ 1998, Public Housing Agencies (PHA) are required to submit a 5-year and Annual Plan to the Department of Housing and Urban Development (HUD); and WHEREAS, the Department of Housing and Urban Development (HUD) fiirther requires that the Housing and Redevelopment Commission approve the Annual PHA Plan for Fiscal Year 2012 and authorize the Chairperson of the Housing and Redevelopment Commission to execute the PHA Certifications of Compliance with the PHA Plans and Related Regulations: Board Resolution 14 15 16 17 18 19 2Q to Accompany the PHA 5-Year and Annual PHA Plan for submission to the U.S. Department of 21 Housing and Urban Development. 22 NOW, THEREFORE, BE IT RESOLVED by the Housing and Redevelopment 23 Commission of the City of Carlsbad, Califomia, as follows that: 24 1. That the above recitations are true and correct. 25 26 27 28 1 2 3 4 5 6 /// 7 8 /// 9 /// 10 /// 11 /// 12 /// 13 /// 14 /// 15 /// 16 /// 17 /// 18 /// 19 /// 20 /// 21 /// 22 /// 23 /// 24 /// 25 /// 26 /// 27 28 2. The Annual PHA Plan for Fiscal Year 2012 is hereby approved. The Chairperson of the Housing and Redevelopment Commission is hereby authorized to execute the PHA Certifications of Compliance with the PHA Plans and Related Regulations: Board Resolution to Accompany the PHA 5-Year and Annual PHA Plan and submit it to the U.S. Department of Housing and Urban Development. PC RESO NO. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 PASSED, APPROVED AND ADOPTED at a Special Meeting of the Housing and Redevelopment Commission of the City of Carlsbad on the 27^ day of March 2012, by the following vote, to wit: AYES: Commission Members Hall, Kulchin, Blackburn, Douglas, Packard. NOES: None. ABSENT: None. MATTHALL, Chairman ATTEST: (Mi^ hr LISA HILDABRAND, Secretary (SEAL) £|7 ESTABLISHED \|t v"" EXHIBIT 2 PHA Certifications of Compliance with PHA Plans and Related Regulations U.S. Department of Housing and Urban Developnient Office of Public and Indian Housing Expires 4/30/2011 PHA Certifications of Compliance with the PHA Plans and Related Regulations: Board Resolution to Accompany the PHA 5-Year and Annual PHA Plan Acting on behalf of the Board of Commissioners of the Public Housing Agency (PHA) listed below, as its Chairman or other authorized PHA official if there is no Board of Commissioners, I approve the submission of the 5-Year and/or XX Annual PHA Plan for the PHA fiscal year beginning Julv 1, 2012, hereinafter referred to as " the Plan ", of which this document is a part and make the following certifications and agreements with the Department of Housing and Urban Development (HUD) in connection with the submission of the Plan and implementation thereof: 4. 7. 10. 11. The Plan is consistent with the applicable comprehensive housing affordability strategy (or any plan incorporating such strategy) for the jurisdiction in which the PHA is located. The Plan contains a certification by the appropriate State or local officials that the Plan is consistent with the applicable Consolidated Plan, which includes a certification that requires the preparation of an Analysis of Impediments to Fair Housing Choice, for the PHA's jurisdiction and a description of the manner in which the PHA Plan is consistent with the applicable Consolidated Plan. The PHA certifies that there has been no change, significant or otherwise, to the Capital Fund Program (and Capital Fund Program/Replacement Housing Factor) Annual Statement(s), since submission of its last approved Annual Plan. The Capital Fund Program Annual Statement/Annual Statement/Performance and Evaluation Report must be submitted annually even if there is no change. The PHA has established a Resident Advisory Board or Boards, the membership of which represents the residents assisted by the PHA, consulted with this Board or Boards in developing the Plan, and considered the recommendations of the Board or Boards (24 CFR 903.13). The PHA has included in the Plan submission a copy of the recommendations made by the Resident Advisory Board or Boards and a description of the manner in which the Plan addresses these recommendations. The PHA made the proposed Plan and all information relevant to the public hearing available for public inspection at least 45 days before the hearing, published a notice that a hearing would be held and conducted a hearing to discuss the Plan and invited public comment. The PHA certifies that it will carry out the Plan in conformity with Title VI of the Civil Rights Act of 1964, the Fair Housing Act, section 504 ofthe Rehabilitation Act of 1973, and title II of the Americans with Disabilities Act of 1990. The PHA will affirmatively further fair housing by examining their programs or proposed programs, identify any impediments to fair housing choice within those programs, address those impediments in a reasonable fashion in view ofthe resources available and work with local jurisdictions to implement any of the jurisdiction's initiatives to affirmatively further fair housing that require the PHA's involvement and maintain records reflecting these analyses and actions. For PHA Plan that includes a policy for site based waiting lists: • The PHA regularly submits required data to HUD's 50058 PIC/IMS Module in an accurate, complete and timely manner (as specified in PIH Notice 2006-24); • The system of site-based waiting lists provides for fiill disclosure to each applicant in the selection of the development in which to reside, including basic information about available sites; and an estimate of the period of time the applicant would likely have to wait to be admitted to units of different sizes and types at each site; • Adoption of site-based waiting list would not violate any court order or settlement agreement or be inconsistent with a pending complaint brought by HUD; • The PHA shall take reasonable measures to assure that such waiting list is consistent with affirmatively furthering fair housing; • The PHA provides for review of its site-based waiting list policy to determine if it is consistent with civil rights laws and certifications, as specified in 24 CFR part 903.7(c)(1). The PHA will comply with the prohibitions against discrimination on the basis of age pursuant to the Age Discrimination Act of 1975. The PHA will comply with the Architectural Barriers Act of 1968 and 24 CFR Part 41, Policies and Procedures for the Enforcement of Standards and Requirements for Accessibility by the Physically Handicapped. The PHA will comply with the requirements of section 3 of the Housing and Urban Development Act of 1968, Employment Opportunities for Low-or Very-Low Income Persons, and with its implementing regulation at 24 CFR Part 135. Previous version is obsolete Page 1 of 2 form HUD-50077 (4/2008) 12. The PHA will comply with acquisition and relocation requirements of the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 and implementing regulations at 49 CFR Part 24 as applicable. 13. The PHA will take appropriate affirmative action to award contracts to minority and women's business enterprises under 24 CFR 5.105(a). 14. The PHA will provide the responsible entity or HUD any documentation that the responsible entity or HUD needs to carry out its review under the National Environmental Policy Act and other related authorities in accordance with 24 CFR Part 58 or Part 50, respectively. 15. With respect to public housing the PHA will comply with Davis-Bacon or HUD determined wage rate requirements under Section 12 ofthe United States Housing Act of 1937 and the Contract Work Hours and Safety Standards Act. 16. The PHA will keep records in accordance with 24 CFR 85.20 and facilitate an effective audit to determine compliance with program requirements. 17. The PHA will comply with the Lead-Based Paint Poisoning Prevention Act, the Residential Lead-Based Paint Hazard Reduction Act of 1992, and 24 CFR Part 35. 18. The PHA will comply with the policies, guidelines, and requirements of OMB Circular No. A-87 (Cost Principles for State, Local and Indian Tribal Govemments), 2 CFR Part 225, and 24 CFR Part 85 (Administrative Requirements for Grants and Cooperative Agreements to State, Local and Federally Recognized Indian Tribal Govemments). 19. The PHA will undertake only activities and programs covered by the Plan in a manner consistent with its Plan and will utilize covered grant funds only for activities that are approvable under the regulations and included in its Plan. 20. All attachments to the Plan have been and will continue to be available at all times and all locations that the PHA Plan is available for public inspection. All required supporting documents have been made available for public inspection along with the Plan and additional requirements at the primary business office of the PHA and at all other times and locations identified by the PHA in its PHA Plan and will continue to be made available at least at the primary business office of the PHA. 21. The PHA provides assurance as part of this certification that: (i) The Resident Advisory Board had an opportunity to review and comment on the changes to the policies and programs before implementation by the PHA; (ii) The changes were duly approved by the PHA Board of Directors (or similar goveming body); and (iii) The revised policies and programs are available for review and inspection, at the principal office ofthe PHA during normal business hours. 22. The PHA certifies that it is in compliance with all applicable Federal statutory and regulatory requirements. Carlsbad Housing Agencv CA077 PHA Name PHA Number/HA Code 5-Year PHA Plan for Fiscal Years 20 - 20 XX Annual PHA Plan for Fiscal Years 2012 - 2013 I hereby certify that all the infonnation stated herein, as well as any infomiation provided in the accompaniment herewith, is true and accurate. Warning: HUD will prosecute false claims and statements. Conviction mav result in criminal and/or civil penalties. (18 U.S.C. 1001. 1010. 1012: 31 U.S.C. 3729. 3802) Name of Authorized Official MATT HALL Title CHAIRMAN, Housing and Redevelopment Commission Signature Date Previous version is obsolete Page 2 of 2 form HUD-50077 (4/2008) EXHIBITS Minutes of: Time of Meeting: Date of Meeting: Place of Meeting: HOUSING COMMISSION 6:00 P.M. FEBRUARY 9, 2012 CITY COUNCIL CHAMBERS CALL TO ORDER Chairperson Smith called the Meeting to order at 6:02 p.m. PLEDGE OF ALLEGIANCE Commissioner Andrews led with the Pledge of Allegiance. ROLL CALL Present: Commissioners: Brian Andrews Susan Igoe Craig Kirk Bobbie Smith Absent: Emelda Bradwell Staff Present: Housing & Neighborhood Services Director: Debbie Fountain Housing Program Manager: Bobbi Nunn APPROVAL OF MINUTES Minutes of May 12, 2011, meeting were approved as written. VOTE: 4-0 AYES: Andrews, Igoe, Kirk and Smith NOES: None ABSTAIN: None ABSENT: Bradwell ITEM NOT ON AGENDA There were no items not on the agenda. NEW BUSINESS Debbie Fountain, Director of Housing & Neighborhood Services, said the item on the agenda is the Carlsbad Public Housing Agency Annual Plan. Bobbi Nunn, our Housing Program Manager, will make the presentation to you tonight. Ms. Nunn said tonight we will be discussing the City of Carlsbad's Annual Public Housing Agency Plan. Pursuant to Code of Federal Regulations 24 Part 903, the Housing Authority is required to submit a Five- Year and Annual Public Housing Agency Plan. The purpose of this plan is to provide a basic guide to the agency's policies and rules, the agency's programs and services they provide, and how they are operated. Most importantly, the agency's mission and strategies on how they are going to address the needs for extremely low, very low and low income households within the community. The Annual Plan must be adopted by the Housing and Redevelopment Commission. Then a copy of it is submitted to the U.S. Department of Housing and Urban Development or HUD. A copy of the Five-Year was submitted to the U.S. Department of Housing and Urban Development along with a certification of compliance back in April of 2010. As far as the Annual Plans, we just need to identify any elements which were changed since the prior year. Also we need to address any elements of the plan which are challenged during a public review period and the public hearing. HOUSING COMMISSION MINUTES FEBRUARY 9,2012 PAGE 2 of 9 The public review period will actually start on Sunday, February 12*^ and it will be active through March 27, 2012, through close of business day. If there are any comments on the Plan, that would be the opportunity for someone to submit those comments to the Housing Agency. Tentatively we have a Public Hearing scheduled for the City Council meeting on March 27, 2012. That will be a public hearing so that if anybody would like to come, they can also provide comments at that time. Any comments that are provided will be addressed in the final Public Housing Agency Plan. The only things we need to address in the Annual Plan is anything that has changed since the prior year. So we have identified three sections that have been changed in the Agency Plan. One is the financial resources. The financial resources from the last financial plan are actually 7 percent less than they were for the prior year. Our payment standards, the standards we use to determine our client's share of rent, were also reviewed on October 1, 2012. We also have an updated fiscal year audit. The single audit report for June 30, 2011, reflected no findings, which is good. As far as the actual changes, the financial resources for calendar year 2011 for the Rental Assistance Program was $6,235,035.00. Again, the rent determination; for the payment standards were reviewed and revised as of October 1, 2011. In our fiscal year audit for June 30, 2011, there were no audit findings. ^ V;' ; * As far as progress from fiscal year 2010 through 2012, one of the Public Housing Agency's goals is to expand housing in the area. We did add during this last period, eleven affordable for-sale units through the Roosevelt Gardens project. Roosevelt Gardens was a partnership with the Habit for Humanity and those units were sold in 2010 and into 2011. In addition, we had the groundbreaking today for the Tavarua Affordable Senior Apartments, which is expect, to be completed in early 2013. That development will add another 50 units, that puts the total of affordable units to right around 2,200. It is my understanding that is more units than any bther.city in San ibiego County with the exception of the City of San Diego. That was a quote from the mayor afthe groundbreaking this morning. Besides expanding affordabteishousing, in reg^ards to iiTlBi|^entation and approving the quality of the housing assistance program, we had.a 97 percent^rejDjirtjng rate to HUD. We were ranked by HUD as being a high performing 'agency for^the fourth cdrjs^tive year. We have continued to maintain and utilize our funding within the.approved Juhding allocations. That concludes the presentation. Commissioner Igoe asked about under the Financial Resources, the funding was down by seven percent. Do you have any details about that? : \ : Ms. Nunn said the year prior to that we had about 6.6 •million and the funding reductions are as a result of federal funds being cut across the board. ;We may even see more cuts for calendar year 2012. At this point we have not received our funds. We do know that funds have been appropriated for calendar year 2012, but the housing agencies have not actually received the numbers yet of what we can expect. At this point for January and February and probably for March, HUD is funding us based on what they gave us for calendar year 2011. Once they do the final calculations, they will make the adjustments for the months forward. We received about 93 percent of what we received last year in administrative money to operate the program; that is for salaries, maintenance and operations. We received 96 percent of the housing assistance payments!funds that we received prior year. Commissioner Kirk asked if that was uniform across the agencies or was it based on some other revenue calculation. Ms. Nunn said once they determine what the appropriations are, then they look at what the need is across the country and they take whatever percentage is available and then everyone gets cut across the board accordingly. Right now, as far as our administrative monies, we are actually only receiving 75 percent of what we are technically eligible for. The calculation is based on the number of units we have leased for each month and we earn a certain dollar amount for each unit leased on the first of the month. Because of the budget cuts and the need throughout the nation, we are currently receiving 75 percent of what our actual administrative funding should be. 1 HOUSING COMMISSION MINUTES FEBRUARY 9, 2012 PAGE 3 of 9 Chairperson Smith asked, with the funding being cut, how does this affect the overall process of helping the people? Ms. Nunn said it means our waiting list will continue to stay closed because we still have families on the waiting list that have been waiting since 2004 to receive rental assistance. Our waiting list will remain closed until we are able to assist those families. If HUD publishes increases to the fair market rents, we will probably maintain the current payment standards as a cost savings measure. Our families are able to locate affordable housing of an adequate nature within the current payment standards. This is a factor we look at when we determine the payment standards. It could end up that we may have to assist less people and that is the unfortunate part. In addition, we may not be able to assist any new people off of the waiting list. Chairperson Smith asked Ms. Nunn if she is saying that with the funding that is received each year, there are no funds that are carried over to the next year. Ms. Nunn answered, we have a little bit of reserve, but in accordance with the regulations, we are not allowed to have too much reserve. For 2012 those reserves are goirig to be off set. We will be operating on a cash basis. Commissioner Andrews asked how the new units are allocated. Do they go to the people on the waiting list? Ms. Nunn said when she speaks of units,, she means funding. So when we have funding available, that is when we actually take applicants off of ;flib,>/aiting list and4hey:go through the process'to see if they still continue to be eligible. Once eligibility 1s^determined, they wcHild be able to get on the program for the first time. We have actually pulled about 100 people off of the waiting list this past year. Of that, we have probably added approximately 25 people to the progrann. Commissioner Andrews asked Ms. Nunn tougive a brief overview of the changes to the payment standards made in October. ^ Ms. Nunn said the payment .standards; are based on the fair market rent, which are published by the federal government each year and effective October 1,; 2010. The Housing Agency has the ability to take a look at those fair market rents and can establish their payment standards anywhere between 90 percent and up to 110 percent of the fair market rent. Jhe published fair market rents are for all of San Diego County, riotsspecifically for Carlsbad:jiSince we are a higher cost area our studios, one and two bedrooms are a littleibit higher than the;actual fair market rent. Our three and four bedrooms are right at the fair market reritr'Our three bedrobrtlipayment standard is $2,067, which is adequate for this area. People are able to find ade^quate housing for;that amount. The four bedroom payment standard is $2,493. Our studios, and one and two bedroom amounts that we have established as our payment standards, are actually a little bit higher than 100 percent of the fair market rents. I think the two bedroom is up to 110 percent of the fair market rent. The payment standard is $1,559 for a two bedroom, $1,228 for a one bedroom, and the studio is $1,075. Commissioner Kirk asked how we make the determination as to how much they should be increased or decreased. Is that based on an index? Ms. Nunn said we look at the current market and look at what is available for the city. Also, the San Diego Apartment Association puts out a bi-yearly survey of what the apartment rentals are for each city. Between the HUD published fair market rent, analyzing what the rental market is in our area, and taking into consideration the San Diego Apartment Association's data, that is how we determine whether or not we need to make any changes to our payment standards. Commissioner Igoe said congratulations on being a consistent high performer. Ms. Nunn said she has a great staff and great leadership. 10 HOUSING COMMISSION MINUTES FEBRUARY 9, 2012 PAGE 4 of 9 Commissioner Igoe said it is worth noting. Coming from the federal government, it seems it is quite an accomplishment. Congratulations. Chairperson Smith said the Commission certainly appreciates Ms. Nunn and her staff. It is an honor to serve on this Housing Commission. I have learned so much and being around people who are really into what they are doing. It makes you feel good to be a part of it. Commissioner Igoe made a motion to adopt the Public Housing Agency Annual Plan and requests the Housing and Redevelopment Commission to recommend approval of the Carlsbad Public Housing Agency Annual Plan for fiscal year 2012 for submission to the U.S. Department of Housing and Urban Development. Commissioner Kirk seconded the motion. VOTE: 4-0 AYES: Andrew, Igoe, Kirk, and Smith NOES: None ABSTAIN: None ABSENT: Bradwell DIRECTOR'S REPORT Ms. Fountain said she wanted to share some information .since the Commission has not met in a while. We had the groundbreaking for the Tavarua Apartments today. They had some nice things to say about the city and our participation in helping this project move forward. It is going to be very exciting when it finally gets built. It has reshaped the area down there. They have already removed the existing retirement home that was on that propeity . and it is mounds of dirt right now. There is a construction fence around it so it is easy to identify where it is at. It is going to be a high quality development. This team that is coming in to do this has not done projects in Carlsbad before, but they have done a lot of work up in Orange County and Lqs. Angeles area. They . ane very well known up there and specialize in senior housing. They have a passionate team that really want to provide a high level of services. It will be like resort living. They have a lot of activities, ancl;they are also going to have ten units of supportive housing within the development, whid) are basically .programs that benefit the developmentally disabled. They have some supportive housing! money through Jthe County Mental Health Services to be able to provide specific services to some developmielitally disabled seniors. That is something new we were able to accommodate. It is an appropriate project to have that incorporated into. It has podium parking, so actually the parking is all within a parking structure. The units are built over that. They have done a really nice job in getting everything designed on site and being of low impact to others as visually so you don't see large asphalt parking lots and that type of thing. It is a fairly dense project at 50 units. The Planning Commission and the City Council felt very comfortable that it was the right property and the right project to have that kind of density in it. They will have a grand opening celebration and all of the Housing Commissioners will be invited to that. You will then be able to go through and look at units. Ms. Fountain also wanted to share more information. She wants to keep the Commission up to date on some various housing issues that are going on throughout the community. Some relate to affordable housing. The Envision Carlsbad process is really an update to the city's General Plan. That has been going on for a while now, but they had some workshops last weekend to look at some land use alternatives. It is getting into a little bit more detail now about what types of land uses we want to see for the future because we are moving towards build out, although our Community and Economic Development Manager will tell you we are never at build out because you are always either rebuilding or doing something so you never are entirely at build out. The General Plan update is an activity to try and figure out how we want to develop in the future. As part of that whole process, there has been a turn of events, we have a piece of property in the Bressi Ranch area that was actually zoned industrial. It was part of the Bressi Ranch Master Plan. We have had the property owner and the developer who has indicated an interest in converting that land from industrial land to residential land. It has created quite an // HOUSING COMMISSION MINUTES FEBRUARY 9,2012 PAGE 5 of 9 uproar in the Bressi Ranch area because they are proposing about 450 units. There has been support from staff for it to meet our housing element goals and that we do need higher density and additional higher density property. A few years ago when we brought the Housing Element forward, we had a big issue with Quarry Creek because there were additional units proposed for Quarry Creek, substantially above what the current density. So there was a lot of concern about what that would do to the area. This is fairly similar, although Quarry Creek was already zoned for residential. This is taking an industrial piece of property and proposing it for redevelopment What has happened as a result of that is there has been a petition of about 500 residents in the Rancho Carrillo/Bressi Ranch area who have submitted their petition saying they are opposed to this project and what their reasons are and their concerns are. It is not a formal application yet. It was a conceptual proposal that was presented, but it did become a hot topic pretty quickly. I handed out to the Commission a letter that we sent to the residents irt Bressi Ranch/Rancho Carrillo and a fact sheet that is attached to it to give information to people about what was proposed, why it was proposed, what the process will be if they move forward if the iproperty owner and the developer move forward on it, and I felt as Housing Commissioners you rniglif get approached about this project and about what your opinion is of it. Right now we do not have a formal application that we could submit to you with all of the information. All we have is the concept so we are just trying to share as much information as we have with people so we are not trying to hide any infbrmation. There are no public hearings on it yet or anything. People are concerned that it is going to movejforward and get approved without any public input. I think people feel the need right now to come forward and share their concerns, which is what they did as part of the General Plan u^dajte workshops last week. VVe had this happen a couple of years ago with what was known as the Pontebello Project in the Aviara community. We had to prepare a fact sheet, though it did not have a formal application either. Sometimes these things happen and they have a life of their own so we try to get information oU^as quickly as we can. The more people that have information of what is going on, the better.. Jf you get any questions, you will be able to answer them. ; i ;. Another thing that is helpful Jn this, handout is the last; information item on there is the General Plan update. There currently is an online survey where pbpple can: provide input on land use concepts, including the site on Bl'eis^i Ranch. If you haven't dorie that yet, and you are interested in providing some input into that process, you are inviteditd do that as Well- I would encourage you to tell your friends and neighbors that they have the ability to.guide the future: by participating in these surveys and participating in the workshops so you can be an ambassador for that process. In January, ^he City Council had their annual goal setting workshops. They talked a lot about these types of issues; Do we want to see more single family homes? Do we want to see more rentals? What kind of products do.we really want to see? And what kind of mix of products and mix of affordability do we want to see? They are obviously speaking on behalf of the general public because they hear from residents what they want and don't want. Staff makes certain recommendations, but those all go through a public input process. That is what makes them better because it represents more people in them. If you are being approached by residents and need more information, please just let me know and we will gather the information for you.: -We definitely don't want anybody to feel like we are not sharing information. Sometimes we don't have the information to share because the projects haven't gone far enough in the process to know those answers. If we do know the informafion, we will happily share that with you. Commissioner Andrews asked if all 450 units are afl'ordable housing? Ms. Fountain said no, it is not a 100 percent affordable housing project. We are actually currenfiy negofiafing with them as to what level of affordability we want to see. Obviously they have to meet the minimum of 15 percent, but we are actually trying to get them to provide more, which is our constant goal. For the level of density they are asking and the fact that it is converting non-residenfial land to residenfial land, which means the units come out of our excess housing bank because we do have a growth management plan that limits the number of residenfial units ultimately that can be built in the city. If we HOUSING COMMISSION MINUTES FEBRUARY 9,2012 PAGE 6 of 9 don't have the units in the bank to pull out, then we can't convert any non-residential land. Generally when we are negotiating, we ask to make the units provided more affordable so instead of 75 percent of AMI, we might want to drop to 50 or 60 percent so you lower the rents and the eligibility or we ask for more units than the 15 percent. That is one misconcepfion that because it is apartments, it is going to be 100 percent to low income. We may even get some moderate income units out of it, but it is really going to be a mixed income project. Archstone, which is one of the developers that has been looking at it, has done work in the city before and they do very nice work. We don't know if they would ulfimately be the developer on this project, but if you had somebody like them come in, you usually know you have a really nice product and they incorporate the affordable into it and you don't even know which units they are. There is some concern from the residents in the area that when you build apartments or you,build affordable housing, you have larger family sizes and they have more children which impacts the sdhools and the schools are struggling right now financially, cutting back, larger class sizes, so it just spirals into more concerns. Not so much they create a negative impact, it is just there is the likelihood tp^haye more children and Bressi Ranch and Rancho Carnllo feel the schools are already overly impacted: When Bressi Ranch went in, these same concerns came from the community. We definitely have a bigger need than we can meet, even though we are doing really well on affordable housing and we are one of the best producing cities.next to the City of San Diego. I read a news story we are the third most affordable city in North County. \Ne are posfing this informafion on our website under Housing. If you have people asking you questions, you can always direct them to that website. There is also Other Informafion and contacts like the specific project contact and we have identified lhe planner in Community and Economic Department that is the Project Planner. Another item you may be reading about in the newspaper, as of Febmary 1, 2012, due to legislafion that was passed last year by the;State of California, all redevetopment agencies in the State of California have been dissolved. That has been a really big deal, because redevelopment agencies have had a life that has gone back to the early 1970's and late 196Q's. Our Village Redevelopment Plan was adopted in 1981. There are a number of them that are even older than that. The governor decided the state needs more money because the state has financial issues. ; They see the redevelopment agencies taking the money they i^l^they need. We. are igettihgjrid of redevelopment altogether. The unfortunate thing that happened iV^s^tH^t iegjislation v\/ai passed at the end of June 2011. It was challenged right away on its constitutlqnaf standing! ^Xhat went'tp ;the courts, theicourts didn't make a decision unfil December 29, 2011, so had only a mdrithto decide; what we were going to do about the agency so we were given no addifional fihie to figure that btit; Legislafion allowed the City of Carlsbad to become the successor for the Redevel6|3ment Agency, which means it takes over the obligafion of the Redevelopment Agency. The Carlsbad Housing Authonty, which the Housing Commission makes recommendafions on acfions related to that authority has become the successor agency for the housing programs, which are part of redevelopment. The unfortunate part is none of that comes with any money. We get the obligations, but it doesn't come with new money. We can pay off any exisfing debt we have, so we have bond debt, we have different projects at different levels like Tavarua, we funded that with a low and moderate income housing set aside funds from our redevelopment agency. That was a 3.7 million dollar loan. We have not issued all the money yet. We have only issued about 1.8 million of that for predevelopment expenses. We sfill have money sitting there that is supposed to go into that project. The law says we can finish out that, we can finish paying those things, but we can't get any new money or start any new projects. That has led us to a scramble to figure out how fund certain programs. Fortunately for our city, and this is not the same for all redevelopment agencies, but for our city our largest part of money for helping with affordable housing is our housing trust fund, which is separate from our Redevelopment Agency. We had some amounts in our low mod fund, but whenever we have issued a loan out of that, it has usually been a big loan and it takes most of what we have available in that fund. There is some concern that if we sfill have some obligafions to produce housing related to the redevelopment agency, if no money is coming in then 13 HOUSING COMMISSION MINUTES FEBRUARY 9, 2012 PAGE 7 of 9 it doesn't seem right. It seems those obligations should go away if there is no funding source. There are a lot of attorneys and consultants working through this to figure out how this will work for the future. We have had a lot of quesfions about what that means for our department. For our department, we are funded in a variety of different ways; redevelopment was one component of that, but we are funded in a number of other ways. We will be shifting our focus and some of our assignments within our department to go into different program areas and ending what we have been doing in the redevelopment area. As most of you know, a couple of years ago there was a realignment in the city and we actually had new dufies assigned to our department of Neighborhood Services. We have been developing programs relating to that so we have already been moving away from redevelopment being a high priority because the Village Redevelopment Plan expired last year. We did have the South Carisbad Redevelopment Area Plan that was sfill in effect, but there wasn't too much yet that was going on that was being funded through redevelopment. If it was going to happen, this is probably the best time for us because we were not right in the middle of a bunch of projects that had to be canceled. The Department of Finance for the state, the County of San Diego is going to take a big roll adrriinistratively in it and they don't know what they are supposed to be doing so it has a lot of people confuS^ and uncertain. The expectafion was that it would never happen. The Governor approved one piece of legislafion that said all redevelopment agencies are dissolved and then he had another legislation passed that said if you make a voluntary payment to the state, then you get to stay in existence. The court found the first one was constitutional and the second one was not. The first one stood and it was the one that dissolved the agencies. There was a big effort to try and change that decision- through legislafive action, but it didn't occur. It is unfortunate as the state didn't have too many options.' • ,r . Ms. Fountain confinued that we will need a;rneefing in March;s: As I menfioned eariier, we prepared a new Housing Element a couple of years ago, As pf^rjiof that HousiKg Element, there were a number of new programs that needed to be implemented arid the, planning staff has slowly been working through implemenfing some of those programs. Some, of theHiiare increased densifies in certain areas, we had a mixed use ordinance that was created to try to encourages residential with commercial development so many of the older shopping centers in Carisbad could be red^iveloped and be mixed use so they could have some residenfial Integrated Intp the. We could, look at the mall and see if there should be some residential at the mall and make it more a lifestyle; center. There have been various programs coming through to try to increase the opportunities to add fesfdential to our city inventory. There are a couple of new programs that we will n4ed to bring to the Housing ;Commission to see how the Housing Commission feels about them. . They are rnostiy' related to the homeless; homeless shelters, homeless services, farmworker housing, :farmworker services, and^new programs related to that, and new ways of allowing those tb be approved without having a big process-involved with them so there is more chances of success: ^ A number of those programs are going to start coming through fairiy regulariy because we have deadlines #e, need to meet to be able to prove to the state that we can implement what we put into our Housing Elenient Next month Planning will probably bring a couple of those programs. It will probably continue that way either every other month or'every month depending on how they are seeing the need to do that As part bffthat, one of the excifing things is Catholic Charifies, we have La Posada Homeless Men's Shelter out by the Safety Center and it was a 50 bed shelter. The city gave Catholic Charities money through the ag Jpfiifigatioh. fund and through CDBG monies to build 50 additional beds for farmworkers. Catholic Ch^ijifies has finally pulled all of their money together to be able to move forward to build that development. They have approval for their permits and went to City Council and got approval to build that. That will be 50 dormitory beds, but the farmworker shelter will be shared studio apartments. We don't know all the details, but Catholic Charifies just had a big anonymous donafion to their organization to help them finish. Sister Remonda was going totally on faith that it would happen and it worked. We gave more CDBG money to the project and it is moving forward. They plan to start grading March/April and then moving forward with construction this summer. This past year Villa Loma, our first affordable housing project, paid off some overdue lease payments they had of about 1.8 million dollars so we had some addifional funding to put into some projects. Most of it went into service type projects. Actually North County Health Services is going to be buying some HOUSING COMMISSION MINUTES FEBRUARY 9,2012 PAGE 8 of 9 property in Carisbad to expand their services for low income households. We had a little bit of money to put into that for acquisition of property for affordable housing so we will be looking at opportunifies to do that as well. We haven't had a meefing in a while because we haven't had anything to bring to you. It is not that we don't appreciate you, we are just trying to be respectful of everybody's fime. Even though we may not be having meefings, I want you to know there is still a lot going on when it comes to affordable housing and other shelter type things. There is still discussion about other potential projects that hopefully one day will get here and ask for some monies so you get to see them and make a recommendafion. Commissioner Andrews asked on the Bressi Ranch project, how would that come to us? Would it ever come to us as a recommendafion? Does it bypass us? Ms. Fountain said it probably won't, but I can't say it never would. It just depends on if the City Council wants to have another body look at it and review it. Technically, it is a Planning Commission approval because it is seen as a development project and a zoning issue, but somefimes in the past we have had the City Council ask the Housing Commission to be a sounding bbard for the community to get some feedback and then make some recommendafion pn^ these types of, programs. Especially if it is conversion of industrial land to residential land or rental product versus condo product. It wouldn't be set up right now as part of the process to come to the Housing Commission unless they ask for financial assistance or some creative solution to their affordable inclusionary obligafion. With your fifie being Housing Commission, there will be some expectafion in the community that you will have input into that and you are more than welcome to share your input even if it doesn't officially come to the group. Commissioner Andrews commented that he lives adjacent to thatcommunity and was in on a large email thread from lots of the citizens. I stayed out of it It is great to halve the resources. Ms. Fountain said I wouldn't vqluntarily put yourself in the mjddle of it, but if you get asked, it is probably not unrealisfic that people, woiifd think since you are part of'the Housing Commission, you must have an opinion on this. ./^ ' Commissioner Andrews said there has been a lot of publicity about the Envision San Diego. Does this Carisbad one fie into that at all or is it separate? Ms. Fountain said it is*a separate process. Whatvye are doing is updafing our General Plan. It is policies and programs related to our General Plan and the;General Plan has several elements, the Housing Element is one of them. It has the Transportation Element, the Basic Land Use Element and Parks and Recreafion;i5o.a lot of those are being updjated through this process. The focus lately has been on the land use policies because that is the biggest part of it. The Housing Element always gets ahead of these updates because the Housing Element is the only one that has a set schedule to be updated every five to seven years, depending on what cycle we are in. Our General Plan hasn't been updated for 20 years. It is similar to what other cities are going through, but it is specific to Carisbad. I think the Community and Economic Department has really been trying to get out there and get as much input as they can. They have been successful on'these online surveys. They have had a number of people participate in them, which in some cifies that is hpt.very common. We have a very tech savvy populafion in Carisbad. There are workshops so if you don't want to spend fime on line, you can come to a workshop. It is good to have as many people out in the community that know what is going on so they can share informafion, even if they are not trying to change anybody's informafion. A lot of concern gets wrapped around rumors and they don't have the facts. We are working on how to do better through the Neighborhood Services, how to connect better with our neighborhoods, so that when neighborhoods have these kind of concerns, they can actually have somebody within the city they can connect to and that person is always keeping them in mind. When we did the city survey this last fime, we saw a disconnect in the areas where the residents are newer because they don't have the history of where to go to for informafion. They don't know what department to call so they get it from each other. We are trying to figure out a better way to get new residents to HOUSING COMMISSION MINnLJTES FEBRUARY 9, 2012 PAGE 9 of 9 understand where they can go to get informafion, how much informafion is on the city website. There are also subscription services so if you wanted to be on the Planning Commission agenda subscripfion, you just go on their email and get the agenda sent to you automafically. We have a Communicafions Manager that manages a lot of the informafion into the community. We have a Facebook page now, we have twitter, and we are into the social media. Commissioner Igoe commented that the website is much better now. Ms. Fountain said they have changed the process to where individual departments now can update their own pages so you can get informafion on quicker. Now we are responsible for keeping informafion updated. Ms. Fountain invited Brian Andrews to share a litfie bit about himself since he is a new Commissioner. Commissioner Andrews said he is a San Diego nafive, born,; raised and grew up in the University City area. I even stayed through college and went to U.C. San Diegb with an Economics degree and then San Diego State for a M.B.A. later. I married my wife, Jennifer, ten years ago and her folks were from Oceanside so she grew up and went to Rancho Buena Vista. We moved from Carmel Valley about a year and a half ago to Carisbad. She had always wanted to live there as a ;youngster. We just love it. The community has been great so I wanted to get involved right away. I have two children, a daughter that is 6 and a son that is 4. The 6 year old just started Kindergarteri at Poinsettia Elementary and we live in the La Costa/Greens area. I do work in the IT department so I love all the tech stuff, Ms. Fountain said there are stafisfics thaf say over 93% of Carisbad have computers. Commissioner Andrews added that he is in a program called Lead San Diego. Two people in Carisbad government are doing that right now. There is a session, one per month, where you get to go and experience different parts of the city. We have had recent ones on ;homelessness issues and what is going on with the health, and human services, with the military and with how it all ties in. I am definitely getting a passion for the'affordable housing area and the need to help. It has been an eye opener. ADJOURNMENT By proper motion, the meeting of February,9, 2012, was adjourned at 7:01 p.m. Respectfully submitted, Deborah Fountain Housing & Neighborhood Services;Director PATRICIA CRESCENTI Minutes Clerk MINUTES ARE ALSO TAPED AND KEPT ON FILE UNTIL THE WRITTEN MINUTES ARE APPROVED. EXHIBIT 4 HOUSING COMMISSION RESOLUTION NO. 2012-001 3 A RESOLUTION OF THE HOUSING COMMISSION OF THE CITY OF CARLSBAD, CALIFORNIA, RECOMMENDING APPROVAL OF THE 4 CARLSBAD ANNUAL PUBLIC HOUSING AGENCY (PHA) PLAN FOR FISCAL YEAR 2012 AND AUTHORIZATION TO SUBMIT TO THE U.S. ^ DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT 6 y WHEREAS, the Housing & Neighborhood Services Department administers the Section 8 8 Rental Assistance Program for the City of Carlsbad's Public Housing Agency (PHA); and 9 WHEREAS, tiie U.S. Department of Housmg and Urban Development (HUD) has issued regulations requiring PHAs to submit 5-Year and Annual Plans consistent witii tiie City of Carlsbad's Consolidated Plan and local objectives; and WHEREAS, federal regulations provide that tiie 5-Year and Annual Plans must be adopted by tiie Board of Commissioners ofthe Housing Agency and submitted to tiie U.S. Department of Housing and Urban Development NOW, THEREFORE, BE IT HEREBY RESOLVED by tiie Housing Commission of tiie 11 12 13 14 15 16 17 City of Carlsbad, California, as follov^s 18 1. The above recitations are true and correct. ^ ^ 2. That based on the information provided within the Housing Commission Staff Report 20 the Housing Commission ADOPTS Resolution No. 2012-001, recommending to the 21 Housing and Redevelopment Commission APPROVAL of tiie Carlsbad Annual 22 Plan for Fiscal Year 2012 and authorization to submit to the U.S. Department of 23 Housing and Urban Development 24 25 /// 26 /// 27 28 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 HC RESOLUTION NO. 2012-001 PAGE 2 3. The Housing Commission hereby recommends that the Housing & Neighborhood Services Director be authorized to execute all appropriate documents required for tiie submittal of said Annual PHA Plan. PASSED, APPROVED, AND ADOPTED at a meeting of tiie Housing Commission of tiie City ofCarlsbad, California, held on tiie 9tii day of February 2012, by tiie following vote, to wit: AYES: ANDREWS, IGOE, KIRK AND SMITH NOES: NONE ABSENT: BRADWELL ABSTAIN: NONE jf-^li^—-' OB^IE SMITH, CHAIRPERSON CARLSBAD HOUSING COMMISSION DEBBIE FOUNTAIN HOUSING & NEIGHBORHOOD SERVICES DIRECTOR EXHIBITS Staff: Bobbi Nunn Housing Program Manager Item No. 1 DATE: FEBRUARY 9, 2012 SUBJECT: CARLSBAD PUBLIC HOUSING AGENCY ANNUAL PLAN I. RECOMMENDATION That the Housing Comnnission ADOPT Resolution No. 2012-001, RECOMMENDING that the Housing and Redevelopment Commission APPROVE the Carlsbad Public Housing Agency (PHA) Annual Plan for Fiscal Year 2012 for submission to the U.S. Department of Housing and Urban Development. II. BACKGROUND Housing & Neighborhood Services administers the federally funded Section 8 Rental Assistance Program for the Public Housing Authority in Carlsbad, which is more specifically known as the Carlsbad Housing Agency. Pursuant to code of federal regulations (CFR) 24 Part 903, a Public Housing Authority (PHA) is required to submit a 5-Year and Annual Plan. The 5-Year and Annual PHA Plans provide a basic guide to PHA policies, rules, and requirements concerning the PHA's operations, programs, and services. In addition, the Plan advises HUD and members ofthe public the PHA's mission and strategies for serving the needs of low-income and very low-income families. The 5-Year Plan for fiscal years 2010 - 2014 was approved by the Housing and Redevelopment Commission on April 13, 2010 for submission to HUD. III. DISCUSSION The Draft PHA Annual Plan is available for public review and comment prior to a Public Hearing and adoption by the Housing and Redevelopment Commission. The public review period will end on March 27, 2012, and the Public Hearing is tentatively scheduled for March 27, 2012. All public comments received on the Draft PHA Plan will be addressed and included in the final document. CARLSBAD PUBLIC HOUSING AGENCY ANNUAL PLAN February 9, 2012 Page 2 As a High Performing Housing Agency, the only requirement for the PHA Annual Plan is to identify PHA Plan elements that have been revised by the PHA since the last Annual Plan submission. The following areas are addressed in the PHA Plan Update segment: • Financial Resources; • Rent Determination, specifically Payment Standards; and • Fiscal Year Audit. Once the Plan is approved, the following documents are required to be submitted with the PHA Plan template (form HUD 50075): • Form HUD-50077, PHA Certifications of Compliance with the PHA Plans and Related Regulations (which includes all certifications relating to Civil Rights); and • Resident Advisory Board (RAB) comments and a narrative describing the analysis of any recommendations and decisions made regarding the recommendations. IV. STAFF RECOMMENDATION Staff recommends that the Housing Commission adopt Resolution No. 2012-001, recommending that the Housing and Redevelopment Commission approve the PHA Annual Plan for Fiscal Year 2012 for submission to the U.S. Department of Housing and Urban Development. V. EXHIBITS 1. Housing Commission Resolution No. 2012-001 2. Annual PHA Plan (form HUD-50075) for Fiscal Year 2012 EXHIBITS PHA 5-Year and Annual Plan U.S. Department of Housing and Urban Development Office of Public and Indian Housing OMB No. 2577-0226 Expires 4/30/2011 CARLSBAD HOUSING AGENCY Public Housing Agency Annual Plan for Fiscal Year 2012 This information collection is authorized by Section 511 ofthe Quality Housing and Work Responsibility Act, which added a new section 5 A to the U.S. Housing Act of 1937, as amended, which introduced 5-Year and Annual PHA Plans. The 5-Year and Annual PHA plans provide a ready source for interested parties to locate basic PHA policies, rules, and requirements conceming the PHA's operations, programs, and services, and informs HUD, families served by the PHA, and members of the public of the PHA's mission and strategies for serving the needs of low-income and very low-income families. This form is to be used by all PHA types for submission of the 5-Year and Annual Plans to HUD. Public reporting burden for this information collection is estimated to average 12.68 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. HUD may not collect this information, and respondents are not required to complete this form, unless it displays a currently valid OMB Control Number. Privacy Act Notice. The United States Department of Housing and Urban Development is authorized to solicit the information requested in this form by virtue of Title 12, U.S. Code, Section 1701 et seq., and regulations promulgated thereunder at Title 12, Code of Federal Regulations. Responses to the collection of information are required to obtain a benefit or to retain a benefit. The information requested does not lend itself to confidentiality Page 1 of9 form HUD-50075 (4/2008) PHA 5-Year and Annual Plan U.S. Department of Housing and Urban Development Office of Public and Indian Housing OMB No. 2577-0226 Expires 4/30/2011 1.0 PHA Information PHA Name: CARLSBAD HOUSING AGENCY - CARLSBAD HOUSING & NEIGHBORHOOD SERVICES PHA Code: CA077 S High Performing PHA Type: • Small PHA Fiscal Year Beginning: (MM/YYYY): 07/2012 • standard El HCV (Section 8) 2.0 Inventory (based on ACC units at time of FY beginning in 1.0 above) Number of PH units: n/a Number of HCV units: 703 baseline 3.0 Submission Type \~] 5-Year and Annual Plan Armual Plan Only • 5-Year Plan Only 4.0 N/A PHA Consortia O PHA Consortia: (Check box if submitting a joint Plan and complete table below.) Participating PHAs PHA Code Program(s) Included in the Consortia Programs Not in the Consortia No. of Units in Each Program PH HCV PHA PHA 2 PHA 3 5.0 N/A 5-Year Plan. Complete items 5.1 and 5.2 only at 5-Year Plan update. NOT REQUIRED (g ANNUAL PLAN SUBMISSION 5.1 N/A Mission. State the PHA's Mission for serving the needs of low-income, very low-income, and extremely low income families in the PHA's jurisdiction for the next five years: NOT REQUIRED ANNUAL PLAN SUBMISSION 5.2 N/A Goals and Objectives. Identify the PHA's quantifiable goals and objectives that will enable the PHA to serve the needs of low-income and very low-income, and extremely low-income families for the next five years. Include a report on the progress the PHA has made in meeting the goals and objectives described in the previous 5-Year Plan. NOT REQUIRED (g ANNUAL PLAN SUBMISSION Page 2 of9 form HUD-50075 (4/2008) 6.0 PHA Plan Update: Identify all PHA Plan elements that have been revised by the PHA since its last Annual Plan submission: 2. Financial Resources: Statement of Financial Resources; Planned Sources and Uses [24 CFR Part 903.12 (b), 903.7 (c)] Source: Federal Grants (CY 2011 grants) Aimual Contributions for HCV Program $ 6,235,035 Total Resources $ 6,235,035 3. Financial Resources: Rent Determination Payment Standards Describe the voucher payment standards and policies. What is the PHA's payment standard? (select the category that best describes your standard) El Above 100% but at or below 110% of FMR. If the payment standard is higher than FMR, why has the PHA chosen this level? (select all that apply) ^ FMRs are not adequate to ensure success among assisted families in the PHA's segment of the FMR area Reflects market or submarket To increase housing options for families Other (list below) • Higher standards in accordance with the San Diego Apartment Association Rent Survey 11. Fiscal Year Audit: Year ended June 30, 2011 - The audit disclosed no audit findings required by the auditors to be reported under paragraph .510(a) of OMB Circular A-133. X Page 3 of9 form HUD-50075 (4/2008) ^3 6.0 PHA Plan Update - continued (a) Identify the specific locationfs) where the public may obtain copies of the 5-Year and Annual PHA Plan: (For a complete list of PHA Plan elements, see Section 6.0 of the instructions.) Main administrative office of the PHA: • City of Carlsbad Housing & Neighborhood Services 2965 Roosevelt Street, Suite B Carlsbad, CA 92008 Main administrative office ofthe local, county or State government: • City of Carlsbad - City Hall City Clerk & Records Management 1200 Carisbad Village Drive Carlsbad, CA 92008 Public libraries: • City of Carlsbad Main Library 1775 Dove Lane Carlsbad, CA 92011 • City of Carlsbad Georgina Cole Library 1250 Carisbad Village Drive Carlsbad, CA 92008 Other: • City of Carlsbad Senior Center 799 Pine Avenue Carlsbad, CA 92008 PHA Plan Supporting Documents are available for inspection at: Main business office of the PHA: • City of Carlsbad Housing & Neighborhood Services 2965 Roosevelt Street, Suite B Carisbad, CA 92008 Page 4 of 9 form HUD-50075 (4/2008) 7.0 N/A Hope VI, Mixed Finance Modernization or Development, Demolition and/or Disposition, Conversion of Public Housing, Homeownership Programs, and Project-based Vouchers. Include statements related to these programs as applicable. 8.0 N/A Capital Improvements. Please complete Parts 8.1 through 8.3, as applicable. 8 1 Capital Fund Program Annual Statement^erformance and Evaluation Report. As part of the PHA 5-Year and N/A Annual Plan, annually complete and submit the Capital Fund Program Annual Statement/Performance and Evaluation Report, form HUD-50075.1, for each current and open CFP grant and CFFP financing. 8.2 Capital Fund Program Five-Year Action Plan. As part of the submission of the Annual Plan, PHAs must complete N/A and submit the Capital Fund Program Five-Year Action Plan, form HUD-50075.2, and subsequent annual updates (on a rolling basis, e.g., drop current year, and add latest year for a five year period). Large capital items must be included in the Five-Year Action Plan. 8.3 N/A Capital Fund Financing Program (CFFP). • Check if the PHA proposes to use any portion of its Capital Fund Program (CFP)/Replacement Housing Factor (RHF) to repay debt incurred to finance capital improvements. 9.0 Housing Needs. Based on information provided by the applicable Consolidated Plan, information provided by HUD, and other generally available data, make a reasonable effort to identify the housing needs of the low-income, very low-income, and extremely low-income families who reside in the jurisdiction served by the PHA, including elderly families, families with disabilities, and households of various races and ethnic groups, and other families who are on the public housing and Section 8 tenant-based assistance waiting lists. The identification of housing needs must address issues of affordability, supply, quality, accessibility, size of units, and location. See Attached: CARLSBAD HOUSING AGENCY Section 8 Waiting List, Demographic Summary Report _j ^•^ Strategy for Addressing Housing Needs. Provide a brief description of the PHA's strategy for addressing the housing needs of families in the jurisdiction and on the waiting list in the upcoming year. Note: Small, Section 8 only, and High Performing PHAs complete only for Annual Plan submission with the 5-Year Plan. NOT REQUIRED (g ANNUAL PLAN SUBMISSION 10. Additional Information. Describe the following, as well as any additional information HUD has requested. {a) Progress in Meeting Mission and Goals. Provide a brief statement of the PHA's progress in meeting the mission and goals described in the 5-Year Plan. See Attached: PROGRESS IN MEETING MISSION AND GOALS STATEMENT {b) Significant Amendment and Substantial Deviation/Modification. Provide the PHA's definition of "significant amendment" and "substantial deviation/modification" PHA Definition of "significant amendment" and "substantial deviation/modification": Any change that will substantially negatively impact a majority of Section 8 participants and/or Section 8 Waiting List applicants, unless that change is required or mandated as a result of fiinding constraints and/or regulatory changes. Page 5 of9 form HUD-50075 (4/2008) 3.5 1L Required Submission for HUD Field Office Review. In addition to the PHA Plan template (HUD-50075), PHAs must submit the following documents. Items (a) through (g) may be submitted with signature by mail or electronically with scanned signatures, but electronic submission is encouraged. Items (h) through (i) must be attached electronically with the PHA Plan. Note: Faxed copies of these documents will not be accepted by the Field Office. (a) Form HUD-50077, PHA Certifications of Compliance with the PHA Plans and Related Regulations (which includes all certifications relating to Civil Rights) (b) Form HUD-50070, Certification for a Drug-Free Workplace (PHAs receiving CFP grants only) Not Applicable (c) Form HUD-50071, Certification of Payments to Influence Federal Transactions (PHAs receiving CFP grants only) Not Applicable (d) Form SF-LLL, Disclosure of Lobbying Activities (PHAs receiving CFP grants only) Not Applicable (e) Form SF-LLL-A, Disclosure of Lobbying Activities Continuation Sheet (PHAs receiving CFP grants only) Not Applicable (f) Resident Advisory Board (RAB) comments. Comments received fi-om the RAB must be submitted by the PHA as an attachment to the PHA Plan. PHAs must also include a narrative describing their analysis of the recommendations and the decisions made on these recommendations. (g) Challenged Elements (h) Form HUD-50075.1, Capital Fund Program Annual Statement/Performance and Evaluation Report (PHAs receiving CFP grants only) Not Applicable (i) Form HUD-50075.2, Capital Fund Program Five-Year Action Plan (PHAs receiving CFP grants only) Not Applicable Page 6 of 9 form HUD-50075 (4/2008) Age by Gender CARLSBAD HOUSING AGENCY Waiting List, Demographic Summary Report - 2012 Page # 1 AGE MALE FEMALE HOH MALE HOH FEMALE 0-5 4 8 0 0 6-12 18 16 0 0 13-17 17 14 0 0 18 5 3 0 1 19-29 10 17 0 10 30-39 8 22 7 17 40-49 3 16 2 14 50-54 7 12 7 11 55-61 5 6 3 5 62-65 2 1 2 1 Over 65 15 36 13 23 Sex not defmed 441 0 0 0 DOB not defined 0 0 5 0 TOTAL 535 151 39 82 Race RACE TOTAL White 558 Black 88 American 7 Asian 20 Other 4 Multiple 2 None 9 Race not defined 1 TOTAL 689 Elderly/Disabled AGE ELDERLY NON-ELDERLY DISABLED 0-17 2 79 2 18-61 0 400 91 62 and Older 168 37 94 TOTAL 170 516 187 Average Annual Income Average Family Size = 1.23 Average Annual Income per Family = 12754 FAMILY SIZE AVERAGE ANNUAL INCOME NO. OF FAMILIES 1 11175 486 2 20341 29 3 23035 24 4 26516 9 5 31937 7 6 25800 1 7 41708 1 Total No. of Families 557 Page 7 of9 Earned Income TOTAL NO. OF FAMILIES NO. OF FAMILIES WITH EARNED INCOME % OF FAMILY WITH EARNED INCOME 557 69 12.39% Ethnicity RELATION HISPANIC NON-HISPANIC HOH 79 478 Non HOH 56 73 TOTAL 135 551 Page 8 of9 ATTACHMENT TO HUD-50075 PHA ANNUAL PLAN - FY 2012 PROGRESS IN MEETING MISSION AND GOALS STATEMENT PROGRESS OF 5-YEAR PLAN GOALS AND OBJECTIVES: FY 2010 - 2012 PHA Goal: Expand the supply of assisted housing Objective: 1) Leverage private or other public funds to create additional housing opportunities; and 2) Collaborate with private developers and non-profit agencies. • Affordable Housing Construction Assistance - Carlsbad's affordable housing program allows the City to assist in the development of new affordable housing units; resulting in an increase of the availability of affordable housing for renters that is decent and safe. PHA 5-YEAR PLAN GOALS AND OBJECTIVES 2010 2011 2012 2013 2014 Assist in consfruction of new affordable tiousing. // units Roosevelt Gardens Partnership witin Habitat for Humanity n **Tavarua Affordable Senior Apartments Total 2010-2014 / / total units **Note: Tavarua Affordable Senior Apartments, a 50 unit apartment complex, broke ground on February 9, 2012 and is expected to be completed in late 2012 or early 2013. PHA Goal: Improve the quality of assisted housing Objective: Improve voucher management (SEMAP score). • Designated by HUD as a high-performer for FY 2008, 2009, 2010, and 2011 • Maintained and utilized HAP costs within the HUD funding allocation • Maintained a 97% PIC reporting rate Page 9 of9 CITY OF CARLSBAD NOTICE OF PUBLIC HEARING ANNUAL PUBLIC HOUSING AGENCY PLAN FY 2012 NOTICE IS HEREBY GIVEN that the Housing and Redevelopment Commission of the City of Carlsbad will hold a public hearinq in the City Council Chambers, 1200 Carlsbad Village Drive, Carlsbad, California, at 6:00 PM on Tuesday, March 27, 2012, to consider approval of the Annual Public Housing Agency Plan and authorizing submittal of the Public Housing Agency Plan to the U. 8. Department of Housing and Urban Development. The City of Carlsbad's Draft Annual PHA Plan is available for public review. Copies of this document are available for review at: City Hall (City Clerk's and Records Management Office - 1200 Carlsbad Village Drive), City Libraries (1250 Carlsbad Village Drive and 1775 Dove Lane), Housing & Neighborhood Services Department (2965 Roosevelt Street, Suite B), and the Senior Center (799 Pine Ave). Those persons wishing to speak on this Plan are cordially invited to attend the public hearing. Please contact the Housing & Neighborhood Services Department at (760) 434- 2816 to arrange for translators or other special services needed to participate in the public hearing process. If you have any questions or would like a copy of the Agenda Bill, please contact Bobbi Nunn, Housing Program Manager, in the Housing & Neighborhood Services Department at (760) 434-2816. You may also provide your comments in writing to the Housing & Neighborhood Services Department at 2965 Roosevelt Street, Suite B, Carlsbad, CA 92008 or by e-mail to bobbi.nunn(g)carisbadca.gov HOUSING AND REDEVELOPMENT COMMISSION Publish: March 24, 2012.