HomeMy WebLinkAbout1995-06-20; Housing & Redevelopment Commission; 274; 1995-96 Operating Budgettiamrji AND,ntuw/ELOPM&NT CQ$hMlSSlON - AGENu
AB # ,cjl TITLE:
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1995-98 OPERATING BUDGET FOR REDEVELOPMENT
AGENCY AND HOUSING AUTHORITY AND THE SECTION
8 HOUSING PROGRAMS
I RECOMMENDED ACTION:
1. Hold Public Hearing on the Redevelopment Agency’s and Housing
Authority’s 1995-96 Budgets.
2. Adopt Resolution No. .&?J ‘i adopting the final Operating Budgets for
1995-96.
ITEM EXPLANATION:
This item is established to allow the public the opportunity to comment on the
Redevelopment Agency’s and Housing Authority’s proposed Budgets. The
Commission is encouraged to ask any questions related to the Budgets that may
still need clarification. Following the public hearing, the Commission may adopt
the Budgets for 199596.
The table below compares the budgets of the three elements that are part of the
Redevelopment Agency’s Operating Budget.
Operations
Low & Moderate Housing
Debt Senrice
94-95 95-96 %
Current Proposed Increase
Budaet Budaet (Decrease)
$644,650 $523,960 (16.7%)
105,000 173,020 64.6%
615,340 1,077,600 32.2%
$1.564.9= $1.774,560_ . 134%
The total budget has increased for 1995-96 by $200,000 or 13.4%, mainly the
result of a decrease in operations of $121,000 and an increase in debt service of
$262,000. The decrease in operations is the result of reduced lease payments,
personnel costs and professional services. Lease payments are expected to drop
by about $50,000 as the Agency is exercising its option to purchase one of the
downtown parking lots, thereby eliminating the lease payments. Personnel costs
are down as resources are shifted to other programs and a lower level of
professional services is expected to be needed in the upcoming year.
The budgeted debt service payments are increasing in the upcoming year as the
Agency begins to pay back principal as well as interest on the bonds which were
refunded in 1993-94.
PAGE TWO OF AGENDA BILL NO. a 3 q
Estimated revenues for the Agency are shown below:
Operations
Low &
Moderate
Housing
Debt
Service Total
Tax Increment $ 0 $300,000 $1,200,000 $1,500,000
Interest 0 55,000 75,000 130,000
Rental Income & Other 76,100 0 0 78,100
TOTAL $78,100 $355,000 ,s;l,275,009 $1,708,100
Total revenues to the Agency are budgeted at $1.7 million, with the primary source of
funds being the property tax increment revenues which are budgeted at $1.5 million.
There is essentially no change over the projected 1994-95 revenues. As required, 20%
of the total tax increment revenues have been set aside for Low and Moderate Income
Housing.
The Housing Section 8 Operating Budget totals $3.2 million which is unchanged from the
previous year. The Section 8 Housing programs are funded through the Federal
Department of Housing and Urban Development.
FISCAL IMPACT:
The fiscal impacts of the proposed Operating Budgets are detailed in the attached
pages. Redevelopment Agency operations and Low and Moderate Income Housing are
funded from the property tax increment for the redevelopment area. Low and Moderate
Income Housing receives 20% of the property tax increment, with the remaining 80%
used for debt service and operations.
The Housing Section 8 fund receives sufficient Federal funds to cover housing program
expenses; however, not all administrative services provided by the City General Fund are
included in the budget. The program is scheduled to reimburse $36,700 worth of
services provided by the City’s General fund in 1995-96 compared to only $8,800 in
1994-95. The General fund provides services valued at approximately $200,000 annually
to the Section 8 program. The unreimbursed General Fund costs represent the annual
subsidy from the City to support Housing Section 8 programs.
EXHIBITS:
1. Housing and Redevelopment Commission Resolution No. dlS? 7 adopting the
final Operating Budgets for 199596.
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RESOLUTION’ NO. 3.69
A RESOLUTION OF THE HOUSING AND REDEVELOPMENT
COMMISSION OF THE CITY OF CARLSBAD, CALIFORNIA,
APPROVING THE OPERATING BUDGET OF THE REDEVEL-
OPMENT AGENCY AND HOUSING AUTHORITY FOR FISCAL
YEAR 1995-96
WHEREAS, the Housing and Redevelopment Commission of the City of
Carlsbad, California (the Commission), has reviewed the operating budget for the
Redevelopment Agency for Fiscal Year 199596; and
WHEREAS, the Commission has reviewed the operating budget forthe Housing
Authority Section 8 Programs, for Fiscal Year 1995-96; and
WHEREAS, pubtic hearings have been held as necessary prior to the adoption
of the final operating budgets.
NOW, THEREFORE, BE IT RESOLVED by the Housing and Redevelopment
Commission of the City of Carlsbad, California as follows:
1. That the above recitations are true and correct.
2. That certain documents now on file in the office of the City Clerk of the
City of Carlsbad entitled “City of Carlsbad, 1995-96 Operating Budget and 1995-96 to
Buildout Capital Improvement Program - Preliminary” as amended in accordance with
Exhibit A attached hereto and incorporated by reference herein, shall be and the same
are hereby adopted as the final Operating Budgets for the Carlsbad Redevelopment
Agency and Housing Authority Section 8 Programs for the fiscal year 199596.
3. That the amounts reflected as estimated revenues for fiscal year 1994-95
are hereby adopted as the final budgeted revenues for 1994-95.
4. That the amount designated as 1995-96 Budget in Exhibit A is hereby
appropriated to the department or fund for which it is designated, and such appropriation
shall be neither increased nor decreased except as provided herein.
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5. That the following controls are hereby placed on the use and transfers of
budget funds:
a. No expenditure of funds shall be authorized unless sufficient funds
have been appropriated by the Commission or Executive Director as described below.
b. The Executive Director may authorize all transfers of funds from
account to account within any department,
C. The Executive Director may authorize transfers of funds between
departments within the same fund in an amount up to $25,000 per transfer.
d. The Executive Director may delegate to department heads the
authority to make budget transfers within their own departments.
e. The Executive Director may authorize the expenditure of funds for
various purposes in amounts up to $25,000. Any expenditure of funds in excess of
$25,000 will be governed by Section 3.28 of the City of Carlsbad’s Municipal Code.
f. The Executive Director may authorize budget adjustments involving
offsetting revenues and expenditures; the Executive Director is authorized to increase or
decrease an appropriation for a specific purpose where said appropriation is offset by
unbudgeted revenue which is designated for said specific purpose.
9. The Executive Director may authorize change orders on public works
contracts in amounts not to exceed $25,000 per change order if sufficient,appropriated
funds are available.
h. The Commission must authorize any increase in the number of
authorized permanent personnel positions above the level identified in the final
Budget. The Executive Director may authorize the hiring of temporary or part time staff
as necessary, within the limits imposed by the controls listed above.
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6. That all appropriations for outstanding encumbrances as of June 30, 1995
are hereby continued into 199596 for such contracts and obligations.
7. That all appropriations for Capital Improvement Projects remaining
unexpended at June 30, 1995, are hereby appropriated for such capital projects for the
1995-96 fiscal year.
6 PASSED, APPROVED AND ADOPTED at a regular meeting of the Housing and
7 Redevelopment Commission of the City of Carlsbad on the 20th day of JUNE ,
a 1995, by the following vote, to wit:
9 AYES: Commissioners Lewis, Nygaard, Kulchin, Finnila, Hall
10 II NOES: None
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ABSENT: None
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14 ATTEST: _ _ . --- i ’
$-y-, \$,r; \r IS ,,’ A _
D R. PATCHETT, Secretary
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PROGRAM: HOUSING AND REDEVELOPMENT
FUND: VARIOUS
DEPARTMENT: HOUSING AND REDEVELOPMENT
EXHIBIT A
SUMMARY
PERSONNEL $ 534,290 $ 511,197 $ 567,220 $ 587,200
MAINTENANCE OPERATION 4,696,929 5,181,352 5,479,553 5,095,074
CAPITAL OUTLAY 20.892 727 14,456 3,100
GRAND TOTAL $ 5252,111 $ 5,673,276 $ 6,061,229 $ 5,685,374
~u.-f-IME POS~IONs : : j :. T: .’ : : .l& : .. : : -:lO :. 10:
HOUJRLYjFTE PWTlCils ..‘: : I : -i ;’ . . . : (.J : .. Q
131
PROGRAM: REDEVELOPMENT OPERATIONS
FUND: REDEVELOPMENT AGENCY
DEPARTMENT: HOUSING AND REDEVELOPMENT ACCT NO. 810-3410
PERSONNEL $ 247,416
MAINTENANCE OPERATION 505,689
CAPITAL OUTLAY 0
GRAND TOTAL
wtt;.TlME POS~lONS.: :. ::: :;.-
HOtiRLYIFfE: l’OSITlOl!iS : : ;:.
1992-93
ACTUAL 1993-94 1994-95
ACTUAL BUDGET
$ 170,972 $ 200,100
419,122 440,440
0 4.110
$ 590,094 $ 644,650
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199596 .
BUDGET
$ 153,300
388,260
2.400
$ .523,960
:... :: . . 2.
‘. 0.
.
WORK PROGRAM:
To redefine and develop innovative programs that promote and increase economic development and revitalize
the Redevelopment Project Area.
PROGRAM ACTIVITIES: PERFORMANCE OBJECTIVES:
Redevelopment Master Plan: Complete develop-
ment of Redevelopment Project Area Master Plan.
1. Complete work on final document of Master Plan
and Implementation Strategy.
2. Present completed Master Plan and Implemen-
tation Strategy document to the City Housing
and Redevelopment Commission.
3. Coordinate wfth City Planning Department on
efforts to implement Master Plan and Implemen-
tation Strategy.
Development of Downtown Village Area Parking Policv: Develop and implement a Parking Evalua-
tion and Fee Assessment Study for development of
a new downtown Village Area parking policy.
1. Develop study guidelines and criteria.
2. Select and hire study consultant.
3. Analyze study results for preparation of a new
downtown Village area parking policy.
4. Present proposed parking policy to the Housing and Redevelopment Commission for review/
adoption.
Redevelonment Prolect Area Economic Develop
ment: Continue economic development activities.
1. Continue to assess feasibility, acquire land
and/or solicit developer interest in producing at
least two (2) new development projects which add to the economic vitality of the Redevelop-
ment Project Area.
2. Implement a village Business Facade Improve-
ment and Alternative Signage Design Assistance
Program.
(continued)
132 7
PROGRAM: REDEVELOPMENT OPERATIONS
FUND: REDEVELOPMENT AGENCY
DEPARTMENT: HOUSING AND REDEVELOPMENT
PAGE TWO
ACCT NO. 810-3410
PROGRAM ACTIVITIES: PERFORMANCE OBJECTIVES:
Redevelopment Proiect Area Economic Develop
ment (contInuedI: 3. Continue targeted outreach to new businesses
and developers, and encourage at least three (3) new businesses to locate into the downtown
Village area.
4. Design and begin construction on the Roosevelt
Street Beautification Project; Carlsbad Village
Drive to Walnut Avenue.
CommunitvAwarenessand Public Relations Pro-
m: Continue community awareness and public
relations activities.
SIGNIFICANT CHANGES:
1. Continue community awareness and public
relations activities on behalf of the Redevelop-
ment Agency with the Carlsbad Village Business
Association.
2. Continue community awareness and public
relations activities with the County and NCTD on
development *of a Village Transit Center within
the Village area.
0.25 FTE Senior Management Analyst, 0.50 FTE Administrative Secretary and 0.25 Cffice Specialist II were
transferred out of this budget as their time will need to be spent more on various Housing projects in the
upcoming year. In addition, annual property lease payments are reduced by $52,200 due to the Agency’s
purchase of a previously leased public parking lot site.
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PROGRAM: REDEVELOPMENT DEBT SERVICE
FUND: REDEVELOPMENT DEBT SERVICE
DEPARTMENT: HOUSING AND REDEVELOPMENT ACCT NO. 814-196W410
1992-93 1993-94 1994-95 1995-96
ACTUAL ACTUAL BUDGET BUDGET
PERSONNEL $ 0 $ 0 $ 0 $ 0
MAINTENANCE OPERATION 1,619,643 1,007,646 933,840 1,077,600
CAPITAL OUTLAY 0 0 0 0
GRAND TOTAL $ 1,619,843 $ 1,007,646 $ 933,840 $ 1,077,600
fllfi.TI& POSfl[ONS:. :.. ::.+ -. ; I.,.. .: ,:. l;oi. :,:-: :.;.i :;..I;;&;, ;.
I. HOUR~~/FfE:~S~l:ON~ .. I;,‘: ,j: ‘. i.. 1’; + j;:: ;:: . . . .:‘:‘:::y&:- . . ,,.. : i:. .. .. :
To make annual interest payments on the 1993 Tax Allocation Bonds along with other charges and payments
using bond proceeds as required of the Redevelopment Agency during P/.1995-96.
PROGRAM ACTIVITIES: PERFORMANCE OBJECTIVES:
Bond Interest Pavments: Process payments on
principal and interest amounts due.
1. Complete payments on bond interest principal
amounts in a timely fashion as required under
issuance criteria.
Properhr Tax Admlnlstratlon Charaes: Process
payment to San Diego County for administration
and collection of property taxes on behalf of Agen-
Cy.
1. Complete payment to County of San Diego in
accordance with billing invoice from County.
SIGNIFICANT CHANGES:
Entire debt service to be paid from tax increment in 199596; paid from capitalized interest in 1994-95.
134 3
PROGRAM: LOW/MODERATE INCOME HOUSING
FUND: REDEVELOPMENT AGENCY
DEPARTMENT: HOUSING AND REDEVELOPMENT ACCT NO. 813-3420
I I 1992-93 I 1993-94 ACTUAL ACTUAL I
1994-95
BUDGET
PERSONNEL $ 58,591 $ 89,824 $ 84,090
MAINTENANCE OPERATION 24,848 11,672 20,910
CAPITAL OUTLAY 0 0 0
GRAND TOTAL GRAND TOTAL $ $ 81,437 $ 81,437 $ 101,490 $ 101,490 $ 105,000 105,000
~FUU.T,AilEpoSrr,O& ,;: : .... i..;:::.: :I. .. : j Y/j.,!, ~FUU.T,AilEpoSrr,O& ,;: : .... i..;:::.: :I. .. : j Y/j.,!, ,. ,. :Ilj:;.,: ii::, .: + ;:i :.i..~.,:..::;,:;.l:i. :Ilj:;.,: ii::, .: + ;:i :.i..~.,:..::;,:;.l:i.
HOUR~y/FfE’f?@~QN$.g j; :. !,I HOUR~y/FfE’f?@~QN$.g j; :. !,I -;:&: -;:&:
1995-96
BUDGEI-
$ 129,280
43,740
0
$ 173,020
WORK PROGRAM:
To develop innovative programs that will promote and develop projects to increase the number of affordable housing units throughout the City of Carlsbad.
PROGRAM ACTIVITIES: PERFORMANCE OBJECTIVES:
Affordable Housina Proiect Processina Proce-
dures: Continue development of affordable
housing project processing procedures.
1. Identify areas for improvement.
2. Coordinate solutions with City staff.
3. Communicate new procedure clearly to develop
community.
Affordable Housinp Proiects Coordination: Assist
in structure and implementation of affordable housing projects.
1. identify possible projects.
2. Conduct initial general information meeting(s)
with interested developers.
3. Conduct preliminary reviews in coordination with
Planning Department.
4. Process formal Application from developer.
5. Prepare agendas and reports as appropriate for
review by the City’s Planning Commission,
Housing Commission and/or City Council/ Hous-
ing & Redevelopment Commission.
Affordable Housina Education Proaram: Direct
educational programs for citizens, businesses and government agencies interested in affordable
housing.
1. Provide affordable housing updates for present&
tion at quarterly City Council Quadrant Meetings.
2. Attend training workshops and seminars.
3. Conduct general information meetings wrth interested citizens.
(continued)
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PROGRAM: LOW/MODERATE INCOME HOUSING
FUND: REDEVELOPMENT AGENCY
DEPARTMENT: HOUSING AND REDEVELOPMENT
PAGE TWO
ACCT NO. 813-3420
PROGRAM ACTIVITIES: PERFORMANCE OBJECTIVES:
First Time Home Buver Proaram: Continue ad-
ministration and development of program.
1. Continue administration of the City’s participation
in the Regional Mortgage Credit Certificate
(MCC) Program to assist ten families.
. 2. Develop and implement a Secondary Financing
Program.
SIGNIFICANT CHANGES:
0.25 FTE Senior Management Analyst and 0.50 FTE Administrative Secretary were transferred into this budget
to better reflect their expected work loads. Additional funds are also included in this year’s budget for the
following: 1) One-quarter share of the total for Housing and Redevelopment Department office space rental and
leases of various office equipment: 2) Program Administrator to monitor affordable housing rental projects, and:
3) payment to the County of San Diego for the City’s share of administrative costs associated with the San Diego
Regional Mortgage Credit Certificate First Time Home Buyer Program.
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PROGRAM: RENTAL ASSISTANCE
FUND: HUD SECTION 8 HOUSING DEPARTMENT: HOUSING AND REDEVELOPMENT ACCT NO. 131-331 O/20/30
1992-93 1993-94 1994-95 1995-96 . ACTUAL ACTUAL BUDGET BUDGET
PERSONNEL $ 197,878 8 210,669 8 216,770 $ 214,520
MAINTENANCE OPERATION 2,311,209 2,505,283 3,004,741 3,023,574
CAPITAL OUTLAY 20,892 727 7,516 700
GRAND TOTAL $ 2,529,979 $ 2,796,679 $ 3,229,027 $ 3,238,794
FULLTiME POSITIONS :. .. i,’ :. ‘, 4.: ..dS.. 4.5
HOURLY/FfE pOSfl[QN$.. .’ ‘.: ;- 1.. ‘. -.A 1; .:: 0: ; : 0 ‘
WORK PROGRAM:
Provide access for very low income persons to adequate housing within an affordable rental range. The
Carisbad Housing Authority is committed to provide decent, safe and sanitary housing to those identified as
very-low income in the categories of elderly, handicapped and disabled, and “families’ as defined under U.S.
Department of Housing and Urban Development (HUD) criieria.
PROGRAM ACTIVITIES: PERFORMANCE OBJECTIVES
Section 8 Rental Assistance Proaram: Continue
administration of HUD Voucher and Certificate
Rental Assistance Programs.
1.
2.
3.
4.
Famiiv SeiFSufficiencv Proaram: Continue
administration of HUD-mandated Family Self Suffi-
ciency (FSS) Program for existing Section 8 Rental
Assistance participants.
1.
2.
3.
4.
5
SIGNIFICANT CHANGES:
None.
intake: Take applications from waiting list to
qualify applicants for Voucher or Certificate
rental assistance program.
Certifications: Process waiting list to keep
Vouchers and Certificates 100% leased-up.
Inspections:’ Ensure that housing units used
meet HUD housing quality standards.
Recertifications: Continue annual processing of
existing tenants to ensure their compliance with
housing program criteria.
Administer outreach and participant selection activities.
Conduct participant orientation and needs
assessments.
Establish Contracts of Participation to outline
goals to be achieved by participants.
Assist participants with supportive service
providers.
Develop and implement a FSS Revolving Loan
Program to provide financial assistance to
participants to remove those barriers to employ-
ment, education and/or self-sufficiency which exist due to immediate and temporary lack of
finance.
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PROGRAM: COMMUNITY DEVELOPMENT BLOCK GRANT
FUND: CDBG ENTITLEMENT/REHABILITATION ACCT NO.
DEPARTMENT: HOUSING AND REDEVELOPMENT 135-3510/391-1821 THRU 3799
1992-93 1993-94 1994-9s 1995-98
ACTUAL ACTUAL BUDGET BUDGET
PERSONNEL $ 32,405 $ 39,732 $ 88,280 $ 90,100
MAINTENANCE OPERATION 235,542 1,137,829 1,079,822 581,900
CAPITAL OUTLAY 0 0 2,830 0
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WORK PROGRAM:
To develop and monitor a program of projects/services which benefft low-to-moderate income households within
the community.
PROGRAM ACTIVITIES: PERFORMANCE OBJECTIVES:
Protect DeveioDment: Ensure the development of
projects/services which meet the guidelines set
forth for CDBG funding by the U.S. Department of
Housing and Urban Development (HUD).
1. Conduct public meetings/hearings to solicit and
approve proposed projects for CDBG program.
2. Prepare guidelines that assist the public and staff
to develop viable projects that meet HUD criteria.
3. Meet with citiiens, community groups, consui-
tants, contractors and other City staff members
to develop projects.
Proiect Monitoring: Ensure that project/service
meets the requirements for the CDBG program.
1. Monitor service implementation and/or construc-
tion, and maintain records for Federal wage compliance and other HUD regulations.
2. Approve and coordinate work payment releases.
3. Process contract amendments and agreements.
4. Audit non-profit organizations receiving CDBG
funds from the City.
Residential Rehabilitation Proaram: Implement
Residential Rehabilitation Program in cooperation
with the County of San Diego.
1. Advertise and promote availability of program:
maintain program ‘interest list.’
2. Coordinate with County of San Diego and bank
on processing of appropriate program loans to
assist six (8) very low and low income qualified
families with the rehabilitation of their homes.
3. Monitor service implementation and/or rehabiiita-
tion activities and maintain records for compli-
ance with federal regulations.
4. Approve and coordinate work payment releases.
SIGNIFICANT CHANGES:
5. Audit County of San Diego.
0.25 FTE Administrative Secretary position was transferred into this budget.
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