Loading...
HomeMy WebLinkAbout2008-04-15; Housing & Redevelopment Commission; 405; Carlsbad Public Housing Agency Annual Play FY 2008HOUSING AND REDEVELOPMENT COMMISSION - AGENDA AB# 405 MTG. 4/1 008 DEPT. H/RED CARLSBAD PUBLIC HOUSING A /"^CKI/^W AlkllklllAI ni A fc.1 r\X O/\/\OAGENCY ANNUAL PLAN FY 2008 DEPT. HEAD QMnt CITY ATTY. <j& CITY MGR. UA^ RECOMMENDED ACTION: HOLD a Public Hearing and ADOPT Housing and Redevelopment Commission Resolution No. 449 APPROVING the Carlsbad Public Housing Agency (PHA) Annual Plan and AUTHORIZING submission to the U.S. Department of Housing and Urban Development. ITEM EXPLANATION: The Housing and Redevelopment Department administers the federally funded Section 8 Tenant-Based Rental Assistance Program for the Public Housing Authority of Carlsbad, which is more specifically known as the Carlsbad Housing Agency. Pursuant to federal regulations, a Public Housing Authority (PHA) is required to submit a 5-Year and Annual Plan. The PHA Plan is a guide to PHA policies, programs, operations, and strategies for meeting local housing needs and goals. The Board of Commissioners of the PHA must adopt the 5-Year and Annual Plans and a copy with required certifications must be submitted to HUD. On April 12, 2005, the Housing and Redevelopment Commission approved the Carlsbad Housing Agency's 5-Year Plan for years 2005-2009 and authorized submittal to HUD. Because the Carlsbad Housing Agency administers the Section 8 Tenant-Based Rental Assistance Program and does not administer Public Housing units, the regulations require that the form HUD-50075-SA, a Streamlined Annual Version of the PHA Plan, be completed, adopted and submitted to HUD. In addition, if the PHA has changed any policies, programs or plan components since the last Annual Plan, a PHA Statement of Consistency with the Consolidated Plan must be completed. Since the FY 2007 PHA Plan submission, there has not been a change in the PHA Plan Components. For general information, the following documents are referenced in the Plan and are incorporated as exhibits to the Plan: • Document A - PHA Certifications of Compliance with the PHA Plans and Related Regulations: Board Resolution to Accompany the Streamlined Annual PHA Plan • Document B - Regional Analysis of Impediments to Fair Housing Choice in the San Diego Area, August 2004 • Document C - City of Carlsbad Consolidated Action Plan, July 1, 2007 to June 30, 2008 • Document D - Section 8 Housing Choice Voucher Administrative Plan, Revised June 2007 • Document E - Results of latest Section 8 Management Assessment System (SEMAP) - SEMAP Notification Final Score Letter, fiscal year end June 30, 2007 • Document F - City of Carlsbad Family Self-Sufficiency Action Plan, December 1993 PUBLIC REVIEW AND HEARING: The Draft PHA Annual Plan must be available for public review and comment 45 days prior to adoption by the Housing and Redevelopment Commission. The public review period ended on April 8, 2008. Public comments from the public review period and the public hearing will be addressed and included in the final PHA Annual Plan that is submitted to HUD. HOUSING COMMISSION RECOMMENDATION: The Housing Commission reviewed the Carlsbad Public Housing Agency (PHA) Annual Plan on March 13, 2008 and adopted Resolution No. 2008-001 recommending that the Housing and Redevelopment Commission approve the Carlsbad Public Housing Agency (PHA) Streamlined Annual Plan for Fiscal Year 2008 for submission to the U.S. Department of Housing and Urban Development. FISCAL IMPACT: The PHA Plan governs the $5.4 million of federal funds projected to be received by the City of Carlsbad in fiscal year 2008 for rental assistance payments and administration of the program. EXHIBITS: 1. Housing and Redevelopment Commission Resolution No. 4*9 , 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 Streamlined Annual PHA Plan, form HUD-50076 3. Housing Commission Resolution No. 2008-001, adopted March 13, 2008 4. Draft Housing Commission Meeting Minutes, March 13, 2008 5. Housing Commission Staff Report, dated March 13, 2008 6. Draft Streamlined Annual PHA Plan for Fiscal Year 2008, form HUD-50075-SA 7. Documents A-F (on file at: City Hall - City Clerk and Records Management, Faraday Center - Community Development Planning Counter, and Housing and Redevelopment Department Lobby) DEPARTMENT CONTACT: Bobbi Nunn, 760-434-2816 bnunn@ci.carlsbad.ca.us FOR CITY CLERKS USE ONL Y. -± COMMISSION ACTION: APPROVED Q\ CONTINUED TO DATE SPECIFIC D DENIED 'tl CONTINUED TO DATE UNKNOWN D CONTINUED D RETURNED TO STAFF D WITHDRAWN D OTHER - SEE MINUTES D AMENDED D 1 RESOLUTION NO. 449 2 A RESOLUTION OF THE HOUSING AND REDEVELOPMENT COMMISSION OF THE CITY OF 3 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 PHA'S STREAMLINED ANNUAL PLAN FOR FISCAL YEAR 2008 TO THE U.S. 7 DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) o 9 10 WHEREAS, the Housing and Redevelopment Commission ("Housing Agency") 11 administers the Section 8 Housing Choice Voucher Program; and 12 WHEREAS, pursuant to the Quality Housing and Work Responsibility Act (QHWRA) of 1998, Public Housing Agencies (PHA) are required to submit a 5-year and Annual Plan to the i c Department of Housing and Urban Development (HUD); and WHEREAS, the Department of Housing and Urban Development (HUD) further requires 17 that the Housing and Redevelopment Commission approve Annual Plan for Fiscal Year 2008 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 to 20 Accompany the Streamlined Annual PHA Plan for submission to the U.S. Department of Housing 21 and Urban Development. 22 NOW, THEREFORE, BE IT HEREBY RESOLVED by the Housing and 23 Redevelopment Commission of the City of Carlsbad, California, as follows: 25 1. That the above recitations are true and correct. 26 27 28 1 2 3 4 5 6 7 8 9 10 2. The PHA Streamlined Annual Plan for Fiscal Year 2008 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 Streamlined Annual PHA Plan and submit it to the U.S. Department of Housing and Urban Development. PASSED, APPROVED AND ADOPTED at a regular meeting of the Housing and Redevelopment Commission of the City of Carlsbad, California, held on the 15 th day of April, 2008 by the following vote, to wit: 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 AYES: Commission Members Lewis, Kulcbin, Hall, Packard and Nygaard. NOES: None. ABSENT: None. CLAUDE A. LEWIS, CHAIRMAN ATTEST: LISA HILDABRAND, INTERIM SECRETARY 1970 /I. -2- Streamlined PHA Plan U.S. Department of Housing and Urban DevelopmentTVTT A f*< ..,.. .. ^/-, ,. Office of Public and Indian HousingPHA Certifications of Compliance B PHA Certifications of Compliance with the PHA Plans and Related Regulations: Board Resolution to Accompany the Streamlined 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 streamlined Annual PHA Plan for PHA fiscal year beginning JULY, 1, 2008, hereinafter referred to as the Streamlined Annual Plan, of which this document is a part and make the following certifications, agreements with, and assurances to the Department of Housing and Urban Development (HUD) in connection with the submission of the Streamlined Plan and implementation thereof: 1. The streamlined Annual Plan is consistent with the applicable comprehensive housing affordability strategy (or any streamlined Plan incorporating such strategy) for the jurisdiction in which the PHA is located. 2. The PHA has established a Resident Advisory Board or Boards, the membership of which represents the residents assisted by the PHA, and provided this Board or Boards an opportunity to review and comment on any program and policy changes since submission of the last Annual Plan. 3. The PHA made the proposed streamlined Annual Plan, including policy and program revisions since submission of the last Annual 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 streamlined Plan and invited public comment. 4. The PHA will carry out the streamlined Annual Plan in conformity with Title VI of the Civil Rights Act of 1964, the Fair Housing Act, section 504 of the Rehabilitation Act of 1973, and title II of the Americans with Disabilities Act of 1990. 5. 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 of the 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. 6. For streamlined Annual Plans that include a policy or change in policy for site-based waiting lists: The PHA regularly submits required data to HUD's MTCS in an accurate, complete and timely manner (as specified in PIH Notice 99-2); • The system of site-based waiting lists provides for full 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(b)(2). 7. The PHA will comply with the prohibitions against discrimination on the basis of age pursuant to the Age Discrimination Act of 1975. 8. 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. 9. 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. 10. The PHA has submitted with the streamlined Plan a certification with regard to a drug-free workplace required by 24 CFR Part 24, Subpart F. 11. The PHA has submitted with the streamlined Plan a certification with regard to compliance with restrictions on lobbying required by 24 CFR Part 87, together with disclosure forms if required by this Part, and with restrictions on payments to influence Federal Transactions, in accordance with the Byrd Amendment and implementing regulations at 49 CFR Part 24. 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 CFR5.105(a). 14. The PHA will provide HUD or the responsible entity any documentation that the Department needs to carry out its review under the National Environmental Policy Act and other related authorities in accordance with 24 CFR Part 58. 15. With respect to public housing the PHA will comply with Davis-Bacon or HUD determined wage rate requirements under section 12 of the 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. Page 1 of 2 form HUD-50076 (4/30/2003) 17. The PHA will comply with the Lead-Based Paint Poisoning Prevention Act 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 Governments) and 24 CFR Part 85 (Administrative Requirements for Grants and Cooperative Agreements to State, Local and Federally Recognized Indian Tribal Governments.). 19. The PHA will undertake only activities and programs covered by the streamlined Annual Plan in a manner consistent with its streamlined Annual Plan and will utilize covered grant funds only for activities that are approvable under the regulations and included in its streamlined Plan. 20. All certifications and attachments (if any) to the streamlined Plan have been and will continue to be available at all times and all locations that the PHA streamlined Plan is available for public inspection. All required supporting documents have been made available for public inspection along with the streamlined 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 streamlined Annual Plan and will continue to be made available at least at the primary business office of the PHA. 21.The PHA certifies that the following policies, programs, and plan components have been revised since submission of its last Annual PHA Plan (check all policies, programs, and components that have been changed): 903.7a Housing Needs 903.7b Eligibility, Selection, and Admissions Policies _903.7c Financial Resources 903.7d Rent Determination Policies 903.7h Demolition and Disposition 903.7k Homeownership Programs 903.7r Additional Information A. Progress in meeting 5-year mission and goals B. Criteria for substantial deviation and significant amendments C. Other information requested by HUD 1. Resident Advisory Board consultation process 2. Membership of Resident Advisory Board 3. Resident membership on PHA governing board 22. The PHA provides assurance as part of this certification regarding its streamlined annual PHA Plan 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 governing body); and (iii)The revised policies and programs are available for review and inspection, at the principal office of the PHA during normal business hours. CARLSBAD HOUSING AGENCY CA077 PHA Name PHA Number Streamlined Annual PHA Plan for Fiscal Year: 2008 I hereby certify that all the information stated herein, as well as any information provided in the accompaniment herewith, is true and accurate. Warning: HUD will prosecute false claims and statements. Conviction may result in criminal and/or civil penalties. (18 U.S.C. 1001, 1010, 1012; 31 U.S.C. 3729, 3802) Title CHAIRMAN, HOUSING & REDEVELOPMENT COMMISSION APRIL 15, 2008 Page 2 of 2 form HUD-50076 (4/30/2003) HOUSING COMMISSION RESOLUTION NO. 2008-001 2 3 A RESOLUTION OF THE HOUSING COMMISSION OF THE CITY OF CARLSBAD, CALIFORNIA, RECOMMENDING APPROVAL OF THE 4 CARLSBAD STREAMLINED ANNUAL PUBLIC HOUSING AGENCY (PHA) PLAN FOR FISCAL YEAR 2008 AND AUTHORIZATION TO SUBMIT TO THE U.S. DEPARTMENT OF HOUSING AND URBAN 6 DEVELOPMENT 7 WHEREAS, the Housing and Redevelopment Department administers the Section 8 8 Tenant-Based Rental Assistance Program for the City of Carlsbad's Public Housing Agency (PHA); 9 10 and 11 WHEREAS, the U.S. Department of Housing and Urban Development (HUD) has issued 12 regulations requiring PHAs to submit 5-Year and Annual Plans consistent with the City of 13 Carlsbad's Consolidated Plan and local objectives; and 14 WHEREAS, federal regulations provide that the 5-Year and Annual Plans must be adopted by the Board of Commissioners of the Housing Agency and submitted to the U.S. Department of Housing and Urban Development. 17 NOW, THEREFORE, BE IT HEREBY RESOLVED by the Housing Commission of the 18 City of Carlsbad, California, as follows: 19 20 1. The above recitations are true and correct. 21 2. That based on the information provided within the Housing Commission Staff Report, 22 the Housing Commission ADOPTS Resolution No. 2008-001, recommending to the 23 Housing and Redevelopment Commission APPROVAL of the Carlsbad Streamlined 24 Annual PHA Plan for Fiscal Year 2008 and authorization to submit to the U.S. 25 Department of Housing and Urban Development. 26 27 l!l 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. 2008-001 PAGE 2 3. The Housing Commission hereby recommends that the Housing and Redevelopment Director be authorized to execute all appropriate documents required for the submittal of said Annual PHA Plan. PASSED, APPROVED, AND ADOPTED at a meeting of the Housing Commission of the City of Carlsbad, California, held on the 13th day of March 2008, by the following vote, to wit: AYES: Bradwell, Kirk, Ritchie, Smith and Wrisley NOES: None ABSENT: None ABSTAIN: None SMITH, CHAIRPERSON SBAD HOUSING COMMISSION DEBORAH K. FOUNTA1 HOUSING AND REDEVELOPMENT DIRECTOR a Minutes of: HOUSING COMMISSION Time of Meeting: 6:00 P.M. Date of Meeting: March 13, 2008 Place of Meeting: CITY COUNCIL CHAMBERS CALL TO ORDER Chairperson Smith called the Meeting to order at 6:05 p.m. PLEDGE OF ALLEGIANCE Board Member Wrisley led with the Pledge of Allegiance. ROLL CALL Present: Commissioners: Emelda Bradwell Craig Kirk Doris Ritchie Bobbie Smith Hope Wrisley Absent: None Staff Present: Housing and Redevelopment Director: Debbie Fountain Housing Program Manager: Bobbi Nunn APPROVAL OF MINUTES Minutes of February 14,2008, were approvecMtewrttten. VOTE: 4-0 AYES: Bradwell, Ritchie, Smith and Wrisley NOES: None ABSTAIN: Kirk (not present at the February 14, 2008, meeting) ABSENT: None ITEM NOT ON AGENDA There were no items;that were not on the agertdai."", NEW BUSINESS Debbie Fountain, Director of Housing $H$ Redevelopment, presented the item on the agenda as the Carlsbad Public Agency Annual Plan. Ms. Bobbi Nunn, Housing Program Manager, will make the presentation. Ms. Nunn said she will be bringing forward the Carlsbad Public Housing Agency Annual Plan for Fiscal Year 2008. The background on the plan is that it is required pursuant to the Quality Housing and Work Responsibility Act of 1998. Public Housing Agencies are required to submit a five-year and annual plan. The annual plans must be adopted by the Housing and Redevelopment Commission and a copy with required certification submitted to the Department of HUD. A streamlined five-year plan for fiscal year 2005-2009 was adopted by the Housing and Redevelopment Commission back on April 12,2005. The Plan does require public participation, a public review and comment period for 45 days prior to adoption and the 45 days will end on April 8, 2008. Any public comment on the proposed annual plan or public input on needs and priorities and oral communication will be recorded at the public hearing which is scheduled for April 8, 2008, if the plan is approved this evening. Comments will be addressed in the final plan. To date, we have received one comment. It was a letter of recognition of the affordable housing we are providing in the City of Carlsbad. Commissioner Wrisley asked how we publicize the fact that we are now taking public comment. HOUSING COMMISSION MINUTES MARCH 13, 2008 PAGE 2 of 5 Ms. Nunn said it is publicized in the newspaper and it is also on our website. Ms. Nunn continued we have to only submit a streamlined annual plan, which as you can see it is extremely streamlined. Because we administer a Section 8 Voucher Program only. The only thing we have to identify in our streamlined plan is if there is a significant change in policies, programs, or planned components since the last annual plan submission which was submitted in fiscal year 2007. We have not had any changes. We are submitting the "certification" that we are submitting the annual plan. Since the annual plan is so streamlined and there isn't as much information, I am going to give a general program update on what is happening with the Section 8 Rental Assistance Program. Then if you have questions, we can discuss them. Our first topic is funding, participant statistics and waiting list statistics. HUD has changed our funding to a calendar year. At one time we had funding based on the agency's fiscal year, and that has now changed to the calendar year. Right now our calendar year 2008, even though this is March 13, 2008, is still proposed funding. We have not received our final funding for the year 2008, which will be retroactive back to January 1, 2008. Our proposed funding is approximately 5.3 million, which will cover housing assistance payments for our families. The proposed administrative funds that we are anticipating is $649,500. In the past few years, the administrative funds have beeq a block grant arhotml of money they have established how much they will pay a housing agency. As of the calendar year 2008, we are going back to a per unit leased per month calculation, which is based on the number of units we have leased on the first of every month. Right now we are anticipating receiving $90 per unit leased. With that information, that is how we determine we are anticipating $649,5(90 in administrative monies. As you can see, this is definitely an advantage for us because it has brought our administrative fees up quite a bit. When they discontinued doing the per unit fee, we actually lost a significant amount of administrative money. At least this will bring us back up to being able to support the Section 8 Program administratively. Last year calendar year 2007 final funding was a little over 5.3 million in housing assistance payments. We also received $475,987 for administrative money. At this point, with the funds that are being proposed we will probably only see about 84% of that amount for the housing assistance payments. I have not heard anything yet on the administrative money. The reason for that is that HUD is still in the process of determining what the housing agencies require on a nationwide basis for funding for the calendar year. Then they will take into consideration what is actually budgeted and whatever percentage they can give us is what we will get. The last information I received from one of the industry groups that keeps an eye on this information, is we are looking at receiving about 84% of what we are anticipating for the housing assistance payments. We are stilt hoping we wilt be receiving the full amount of administrative money. For calendar year 2007 we actually ended up getting about $150,000 less than we originally had anticipated at the beginning of the year so about 3% less than we expected. For the administrative funding, it was approximately $19,000 less or 4% less for 2007. The calendar year 2008 funds are not final yet. This is just what has been proposed. As soon as we find out those figures, it will be retroactive back to the first of January. With the anticipated funds, we have determined we can assist approximately 634 households based on our average assistance payment of $698. Our average household units we felt we could support is actually going down 16 units or 2% based on the increase in the average assistance payment. We actually have 703 baseline units that have been authorized from HUD. But if we don't have the funds to support those units, then we can only lease our clients up to the units we can support with our budget. After we use our budget, there isn't any other money. Even if we have 703 units, they will not fund us up to the 703 units. We have to use the funding we have and support as many families as we can. However, if we have extra funding, we cannot go over the 703 units. So that 703 units is a cap for us. Our average housing assistance payment, which was $698 as of this month, was $665 last year at this time. So it did go up about 5%. Thirty-four percent of our program are seniors, 62 and over, 22% are disabled members, 33% of the clients on our program have earned income, which is working income. The average family size is two and our average annual income for a family size of two is $15,372. HOUSING COMMISSION MINUTES MARCH 13, 2008 PAGE 3 of 5 Based on all members that are being assisted, not just the head of households, their ethnicity are as follows: 89% of our program identifies being Caucasian or white; 7% black; less than 1% are American Indian; and 3% are Asian. Under ethnicity, we have 33% that identify as being Hispanic and 67% that identify as not being Hispanic. At our last meeting, the question was asked if our clients that are utilizing the Section 8 Program were spread out throughout the city. We actually have 17 census tracts within the City of Carlsbad. I pulled up a report that gives you information about the different census tracts and the percentage of families that are leased within those census tracts. There is some concentration in the 179 census tract, which is in the Village area. That has the highest concentration, 24% of the program. I did provide a map of the census tract so you could get an idea of how it correlates with the different percentages. The census tract map is based on information from 2000. Right now we have approximately 2,000 applicants on the waiting list. We have done two purges in the last year. Of those 2,000, approximately 23% are elderly and 22% are disabled, head of households. Households with residency preference qualify for a higher preference because they are either living in Carlsbad or they are working in Carlsbad. Of the 2,000 people only 22% are considered residents or have the residency preference. This is quite a bit lower than it has been in the past. That is Just because we have been pulling so many people off of the waiting list and purging so many people off of the list that the percentage has gone down quite a bit. We do intend to open our waiting list within the year because our goal is to assist first our residents of Carlsbad or people who are working in Carlsbad before we assist people who are non-residents or people who are not working in Carlsbad. Commissioner Wrisley asked how many of the people who live in our affordable housing are college students. Ms. Nunn said that is a difficult question to answer. Under the Section 8 Rental Assistance Program if someone was a college student, they most likely would not qualify iforftie program. However, some of the affordable housing developments will allow a single'iterson to rent a one-bedroom. Ms. Fountain may be able to answer a little more about what some of the requirements are for the different affordable housing developments. We do have a lot of college students that are getting the benefit of assistance. It is usually mothers who are going back to school to gain education to get a better job and we have a lot of adult children who are living with their parents still so they can go to school and be more successful. If you are interested in getting figures on the number of people who benefit from the program that are full-time students, that would be easy enough to get that information. Commissioner Wrisley commented most of them aren't what you would call college age, like 18 to 22, right? Ms. Nunn said no. Actually our senior population went up by 11% so 33% of our program now falls under the senior category, then we have a high population of disabled individuals, and then the rest are families. Commissioner Wrisley asked if a lot of the disabled are in the group homes that are down in the Village or not necessarily. Ms. Nunn said they are spread over Carlsbad. They can choose wherever they want to live. Disabled doesn't necessarily mean physically disabled or having physical limitations. It can be a wide variety of disabilities. Chairperson Smith commented that she is a Section 8 recipient. When she applied for Section 8, she was not a senior. She was not old enough, but she was disabled and so was her son. Because she taught school in Carlsbad, she was pushed up on the waiting list. She wasn't a college student, she was a college graduate. Ms. Nunn said we have a wide variety of clients that are benefiting from the Section 8 Program. HOUSING COMMISSION MINUTES MARCH 13, 2008 PAGE 4 of 5 Commissioner Wrisley commented there are a lot of blank spaces. Ms. Nunn said those are things that do not apply to our agency. Before they didn't have the streamlined plan, so we had to fill out the standard plan, which was 40 or 50 pages because it had public housing and things that did not apply. This streamlined plan they developed for Section 8 only housing agencies. HUD has been re-evaluating the template so they can come up with something that provides a little bit more information. Maybe next year when we do this again we will have something a little bit more informative. Commissioner Kirk said he has one question with regard to the funding model. What drove the change to the $90 per unit? Was that a recommendation? Ms. Nunn said the industry has been pushing it for the last few years because in the past that is the way HUD funded the program. They funded you by unit lease per month so you have X amount of dollars per month so it gave you the incentive to make sure you kept your program up. They also funded you based on your actual units. So they would give you an estimate of funding based on your prior year usage and say this is what we think you will use, and you could lease up to the 703 families. If you did not have enough money to support it, then you would reconcile your funds with HUD at th© end of the fiscal year. HUD would replenish your funds to make up for the funds you didn't have available to support your full program size (703 units). Conversely if you had enough money to support more than your baseline, you could help more families. They eliminated the helping more families first, and then they did a budget based program for both the housing assistance and the administrative money. The dfferent industry groups that support the housing agencies have been lobbying to get this legislation changed again because it is just not working. As you can see, it is going to be a significant increase for us this coming year as long as nothing happens between now and when they actually determine the actual funds allocated. When this first happened, it made st big impact on us and what we had as far as funds to administratively support the program. Commissioner Wrisley asked if this is taking it up to what it was before. Ms. Nunn said it is a little bit higher, but if you take-Mo consideration inflation for the last five years, it is probably in line. Commissioner Bradwell said for a white the Section 8 had frozen funding right? Ms. Nunn said yes. Commissioner Bradwell asked, is that still in effect? Ms. Nunn said we still have a closed waiting list because we opted to close the list since the funding had been cut. Since we weren't getting as mtfcn funding each year as we were used to getting, we closed our waiting list so we weren't giving families false hope by putting them on the waiting list. That way we are helping the families that are already on the waiting list. The funds aren't frozen per se. We did give payment standard increases, in fact a significant amount. If we don't increase our payment standards, our clients can't use the program in the rental market. This isn't doing anybody any good because we can't keep our lease rate up if our families can't find affordable and acceptable housing. We have been able to increase our payment standards to make the program more marketable for people to find suitable units. However, technically we have 703 families that we are authorized to assist, but with the funds, we are looking at assisting 620 or 650 families. Chairperson Smith commented she has been a commissioner now for about four or five years and being on the Section 8 Program, as stated before, she knows how important it is to receive assistance when you can barely make it. Especially with the recession we are going into now. These women work very hard. I want to say thank you. Ms. Nunn said if anyone has any questions or would like additional statistics; she provided her e-mail and phone number. HOUSING COMMISSION MINUTES MARCH 13, 2008 PAGE 5 of 5 Commissioner Kirk made a motion to recommend approval of the Streamlined Annual Plan for 2008 calendar year. Commissioner Ritchie seconded the motion. VOTE: 5-0 AYES: Bradwell, Kirk, Ritchie, Smith and Wrisley NOES: None ABSTAIN: None ABSENT: None DIRECTOR'S REPORT Ms. Fountain asked the Commissioners if they received their invitation for the Habitat for Humanity groundbreaking. It is on March 27, 2008, at 9 a.m. and it is at the Roosevelt Street site in the Village Area. If you are not familiar with the site, it is the property that is all the way near the end of Roosevelt Street at Laguna. It is a vacant lot, on the east side of the road, and there is a large sign in front which says Habitat for Humanity Program. You are all welcome to attend. We will send you a copy of the invitation so you will have the information as well. If anyone is interested in volunteering to work on the Habitat for Humanity Project, you can contact my office and I can give you the numbers of the volunteer coordinators. They have all sorts of jobs you can do all the way from helping to frame, to painting, to all sorts of fun things. If you are interested, you can contact Habitat for Humanity directly but you can call my office for the phone number. The other announcement I wanted to make that you should have received notice about your Conflict of Interest forms that need to be filled out and sent back to the City Clerk's office. Please make sure you do that. Those are very important they get turned in. Commissioner Kirk said he does have a question on that. On the form he received, the annual period covered is from January 1, 2007, through Decerflber 31,2007. Shouldn't ft be for 2008? Ms. Fountain said no, it is for the previous calendar year. Next year you will get one for 2008. Commissioner Wrisley asked if it wilt be on line by then. Ms. Fountain answered she is not sure. Staff has been able to do it on line, but she is assuming it will be available to the public by next year. ADJOURNMENT By proper motion, the meeting of March 13,2008, was adjourned at 6:30 p.m. Respectfully submitted, Deborah Fountain Housing and Redevelopment Director PATRICIA CRESCENTI Minutes Clerk MINUTES ARE ALSO TAPED AND KEPT ON FILE UNTIL THE WRITTEN MINUTES ARE APPROVED. City of Csurlm Staff: Bobbi Nunn Housing Program Manager Item No. 1 DATE: MARCH 13, 2008 SUBJECT: CARLSBAD PUBLIC HOUSING AGENCY ANNUAL PLAN I. RECOMMENDATION That the Housing Commission ADOPT Resolution No. 2008-001, RECOMMENDING that the Housing and Redevelopment Commission APPROVE the Carlsbad Public Housing Agency (PHA) Streamlined Annual Plan for Fiscal Year 2008 for submission to the U.S. Department of Housing and Urban Development. II. BACKGROUND The Housing and Redevelopment Department administers the federally funded Section 8 Tenant-Based Rental Assistance Program for the Public Housing Authority in Carlsbad, which is more specifically known as the Carlsbad Housing Agency. Pursuant to federal regulations, a Public Housing Authority (PHA) is required to submit a 5-Year and Annual Plan. The PHA Plan is a comprehensive guide to PHA policies, programs, operations, and strategies for meeting local housing needs and goals. The 5-Year Plan for 2005-2009 was approved by the Housing and Redevelopment Commission on April 12, 2005 and submitted to HUD. III. DISCUSSION PHAs that do not have Public Housing units are required to submit form HUD-50075-SA, a Streamlined Annual Version of the PHA Plan. The Draft PHA Streamlined 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 April 8, 2008 and the Public Hearing before the Housing and Redevelopment Commission is tentatively scheduled for April 8, 2008. Public comments on the Draft PHA Plan will be addressed and included in the final document. In addition, if the PHA has changed any policies, programs or plan components from the last Annual Plan a PHA Statement of Consistency with Consolidated Plan must be completed. Since the FY 2008 submission, there have not been any changes and the PHA Plan Components remain the same as last year. CARLSBAD PUBLIC HOUSING AGENCY ANNUAL PLAN MARCH 13, 2008 Page 2 For general information, the following documents are referenced in the Plan and are incorporated as exhibits to the Plan: • Document A - PHA Certifications of Compliance with the PHA Plans and Related Regulations and Board Resolution to Accompany the Streamlined Annual Plan • Document B - Regional Analysis of Impediments to Fair Housing Choice in the San Diego Area, August 2004 • Document C - City of Carlsbad Consolidated Action Plan, July 1, 2007 to June 30, 2008 • Document D - Administrative Plan - Section 8 Housing Choice Voucher Program, Revised June 2007 • Document E - Results of latest Section 8 Management Assessment System (SEMAP) - SEMAP Notification Final Score Letter, fiscal year end June 30, 2007 • Document F - City of Carlsbad Family Self-Sufficiency Action Plan, December 1993 IV. STAFF RECOMMENDATION Staff recommends that the Housing Commission adopt Resolution No. 2008-001, recommending that the Housing and Redevelopment Commission approve the PHA Streamlined Annual Plan for Fiscal Year 2008 for submission to the U.S. Department of Housing and Urban Development. V. EXHIBITS 1. Housing Commission Resolution No. 2008-001 2. Streamlined Annual PHA Plan for Fiscal Year 2008 3. Documents A-F (on file at: Housing and Redevelopment Department Lobby) V" PHA Plans Streamlined Annual Version U.S. Department of Housing and Urban Development Office of Public and Indian Housing OMB No. 2577-0226 (exp. 08/31/2009) This information collection is authorized by Section 511 of the Quality Housing and Work Responsibility Act, which added a new section 5 A to the U.S. Housing Act of 1937 that introduced 5-year and annual PHA Plans. The full PHA plan provides a ready source for interested parties to locate basic PHA policies, rules, and requirements concerning 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 allows eligible PHAs to make a streamlined annual Plan submission to HUD consistent with HUD's efforts to provide regulatory relief for certain types of PHAs. Public reporting burden for this information collection is estimated to average 11.7 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, Federal Housing Administration, 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. Information in PHA plans is publicly available. CARLSBAD HOUSING AGENCY Streamlined Annual Plan for Fiscal Year 2008 - 2009 NOTE: This PHA Plan template (HUD-50075-SA) is to be completed in accordance with instructions contained in previous Notices PIH 99-33 (HA), 99-51 (HA), 2000-22 (HA), 2000-36 (HA), 2000-43 (HA), 2001-4 (HA), 2001- 26 (HA), 2003-7 (HA), and any related notices HUD may subsequently issue. Til — U.S. Department of Housing and OMB No. 2577-0226 Flails Urban Development (exp. 08/31/2009) Streamlined Annual Office of Public and Indian Version Housing This information collection is authorized by Section 511 of the Quality Housing and Work Responsibility Act, which added a new section 5A to the U.S. Housing Act of 1937 that introduced 5-year and annual PHA Plans. The full PHA plan provides a ready source for interested parties to locate basic PHA policies, rules, and requirements concerning 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 allows eligible PHAs to make a streamlined annual Plan submission to HUD consistent with HUD's efforts to provide regulatory relief for certain types of PHAs. Public reporting burden for this information collection is estimated to average 11.7 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, Federal Housing Administration, 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. Information in PHA plans is publicly available. Streamlined Annual PHA Plan for Fiscal Year: 2008 - 2009 PHA Name: Carlsbad Housing Agency NOTE: This PHA Plan template (HUD-50075-SA) is to be completed in accordance with instructions contained in previous Notices PIH 99-33 (HA), 99-51 (HA), 2000-22 (HA), 2000-36 (HA), 2000-43 (HA), 2001-4 (HA), 2001-26 (HA), 2003-7 (HA), and any related notices HUD may subsequently issue. form HUD-50075-SA (4/30/2003) n PHA Name: Carlsbad Housing Agency HA Code: CA077 Streamlined Annual Plan for Fiscal Year 2008 Streamlined Annual PHA Plan Agency Identification PHA Name: CARLSBAD HOUSING AGENCY PHA Number: CA077 PHA Fiscal Year Beginning: 07/2008 PHA Programs Administered: DPublic Housing and Section 8 [^Section 8 Only Number of public housing units: Number of S8 units: Number of S8 units: Baseline - 703 units [^Public Housing Only Number of public housing units: QPHA Consortia: (check box if submitting a joint PHA Plan and complete table) Participating PHAs Participating PHA 1: Participating PHA 2: Participating PHA 3: PHA Code Program(s) Included in the Consortium Programs Not in the Consortium # of Units Each Program PHA Plan Contact Information: Name: Bobbi Nunn, Housing Program Manager Phone: 760/434-2816 TDD: 760/434-8113 Email: bnunn@ci.carlsbad.ca.us Public Access to Information Information regarding any activities outlined in this plan can be obtained by contacting: (select all that apply) C*^ PHA's main administrative office: • City of Carlsbad Housing and Redevelopment Department 2965 Roosevelt Street, Suite B Carlsbad, CA 92008 I | PHA's development management offices Page 2 of 18 form HUD-50075-SA (04/30/2003) PHA Name: Carlsbad Housing Agency Streamlined Annual Plan for Fiscal Year 2008 HA Code: CA077 Display Locations For PHA Plans and Supporting Documents The PHA Plan revised policies or program changes (including attachments) are available for public review and inspection. IXI Yes I I No. If yes, select all that apply: 1X1 Main administrative office of the PHA: • City of Carlsbad Housing and Redevelopment Department 2965 Roosevelt Street, Suite B Carlsbad, CA 92008 IXI PHA development management offices: • City of Carlsbad - Faraday Center Community Development - Planning Counter 1635 Faraday Avenue Carlsbad, CA 92008 [X] Main administrative office of the local, county or State government: • City of Carlsbad - City Hall City Clerk & Records Management 1200 Carlsbad Village Drive Carlsbad, CA 92008 E3 Public library: • City of Carlsbad Main Library 1775 Dove Lane Carlsbad, CA 92011 • City of Carlsbad Georgina Cole Library 1250 Carlsbad Village Drive Carlsbad, CA 92008 13 PHA website: • www. carlsbad. ca.gov/housing/index. html E3 Other: • City of Carlsbad Senior Center 799 Pine Avenue Carlsbad, CA 92008 Page 3 of 18 form HUD-S0075-SA (04/30/2003) PHA Name: Carlsbad Housing Agency Streamlined Annual Plan for Fiscal Year 2008 HA Code: CA077 PHA Plan Supporting Documents are available for inspection at: E*3 Main business office of the PHA: • City of Carlsbad Housing and Redevelopment Department 2965 Roosevelt Street, Suite B Carlsbad, CA 92008 [~1 PHA development management offices: D Other: Page 4 of 18 form HUD-50075-SA (04/30/2003) PHA Name: Carlsbad Housing Agency Streamlined Annual Plan for Fiscal Year 2008 HA Code: CA077 Streamlined Annual PHA Plan Fiscal Year 2008 [24CFRPart903.12(c)] Table of Contents [24CFR903.7(r)] Provide a table of contents for the Plan, including applicable additional requirements, and a list of supporting documents available for public inspection. A. PHA PLAN COMPONENTS D 1. Site-Based Waiting List Policies -N/A 903.7(b)(2) Policies on Eligibility, Selection, and Admissions I I 2. Capital Improvement Needs - N/A 903.7(g) Statement of Capital Improvements Needed I I 3. Section 8(y) Homeownership - N/A 903.7(k)(l)(i) Statement of Homeownership Programs I I 4. Project-Based Voucher Programs -N/A [X] 5. PHA Statement of Consistency with Consolidated Plan. Complete only if PHA has changed any policies, programs, or plan components from its last Annual Plan pg. 10 1X1 6. Supporting Documents Available for Review pg. 11 I I 7. Capital Fund Program and Capital Fund Program Replacement Housing Factor, Annual Statement/Performance and Evaluation Report - N/A D 8. Capital Fund Program 5-Year Action Plan - N/A B. SEPARATE HARD COPY SUBMISSIONS TO LOCAL HUD FIELD OFFICE Form HUD-50076, PHA Certifications of Compliance with the PHA Plans and Related Regulations: Board Resolution to Accompany the Streamlined Annual Plan identifying policies or programs the PHA has revised since submission of its last Annual Plan, and including Civil Rights certifications and assurances the changed policies were presented to the Resident Advisory Board for review and comment, approved by the PHA governing board, and made available for review and inspection at the PHA's principal office; For PHAs Applying for Formula Capital Fund Program (CFP) Grants: N/A Form HUD-50070, Certification for a Drus-Free Workplace; Form HUD-50071, Certification of Payments to Influence Federal Transactions: and Form SF-LLL &SF-LLLa, Disclosure of Lobbying Activities. Page 5 of 18 form HUD-50075-SA (04/30/2003) PHA Name: Carlsbad Housing Agency HA Code: CA077 Streamlined Annual Plan for Fiscal Year 2008 1. Site-Based Waiting Lists (Eligibility, Selection. Admissions Policies) - N/A [24 CFR Part 903.12(c), 903.7(b)(2)] Exemptions: Section 8 only PHAs are not required to complete this component. A. Site-Based Waiting Lists-Previous Year 1. Has the PHA operated one or more site-based waiting lists in the previous year? If yes, complete the following table; if not skip to B. Site-Based Waiting Lists Development Information: (Name, number, location) Date Initiated Initial mix of Racial, Ethnic or Disability Demographics Current mix of Racial, Ethnic or Disability Demographics since Initiation of SBWL Percent change between initial and current mix of Racial, Ethnic, or Disability demographics 2. What is the number of site based waiting list developments to which families may apply at one time? 3. How many unit offers may an applicant turn down before being removed from the site- based waiting list? 4. I I Yes I I No: Is the PHA the subject of any pending fair housing complaint by HUD or any court order or settlement agreement? If yes, describe the order, agreement or complaint and describe how use of a site-based waiting list will not violate or be inconsistent with the order, agreement or complaint below: B. Site-Based Waiting Lists - Coming Year If the PHA plans to operate one or more site-based waiting lists in the coming year, answer each of the following questions; if not, skip to next component. 1. How many site-based waiting lists will the PHA operate in the coming year? 2. I Yes I I No: Are any or all of the PHA's site-based waiting lists new for the upcoming year (that is, they are not part of a previously-HUD-approved site based waiting list plan)? Page 6 of 18 form HUD-50075-SA (04/30/2003) PHA Name: Carlsbad Housing Agency Streamlined Annual Plan for Fiscal Year 2008 HA Code: CA077 3. If yes, how many lists? I | Yes | | No: May families be on more than one list simultaneously If yes, how many lists? 4. Where can interested persons obtain more information about and sign up to be on the site- based waiting lists (select all that apply)? I I PHA main administrative office I I All PHA development management offices I | Management offices at developments with site-based waiting lists I | At the development to which they would like to apply n Other (list below) 2. Capital Improvement Needs - N/A [24 CFR Part 903.12 (c), 903.7 (g)] Exemptions: Section 8 only PHAs are not required to complete this component. A. Capital Fund Program 1 • l~~] Yes I I No Does the PHA plan to participate in the Capital Fund Program in the upcoming year? If yes, complete items 7 and 8 of this template (Capital Fund Program tables). If no, skip to B. 2. |~1 Yes O No: Does the PHA propose to use any portion of its CFP funds to repay debt incurred to finance capital improvements? If so, the PHA must identify in its annual and 5-year capital plans the development(s) where such improvements will be made and show both how the proceeds of the financing will be used and the amount of the annual payments required to service the debt. (Note that separate HUD approval is required for such financing activities.). B. HOPE VI and Public Housing Development and Replacement Activities (Non- Capital Fund) Applicability: All PHAs administering public housing. Identify any approved HOPE VI and/or public housing development or replacement activities not described in the Capital Fund Program Annual Statement. 1. n YesD No: Has the PHA received a HOPE VI revitalization grant? (if no, skip to #3; if yes, provide responses to the items on the chart located on the next page, copying and completing as many times as necessary). 2. Status of HOPE VI revitalization grant(s): Page 7 of 18 form HUD-50075-SA (04/30/2003) PHA Name: Carlsbad Housing Agency Streamlined Annual Plan for Fiscal Year 2008 HA Code: CA077 HOPE VI Revitalization Grant Status a. Development Name: b. Development Number: c. Status of Grant: QUevitalization Plan under development QRevitalization Plan submitted, pending approval dRevitalization Plan approved [^Activities pursuant to an approved Revitalization Plan underway 3. I I Yes I I No: Does the PHA expect to apply for a HOPE VI Revitalization grant in the Plan year? If yes, list development nanie(s) below: 4. I I Yes I I No: Will the PHA be engaging in any mixed-finance development activities for public housing in the Plan year? If yes, list developments or activities below: 5. I I Yes I I No: Will the PHA be conducting any other public housing development or replacement activities not discussed in the Capital Fund Program Annual Statement? If yes, list developments or activities below: 3. Section 8 Tenant Based Assistance—Section 8(v) Homeownership Program -N/A (if applicable) [24 CFR Part 903.12(c), 903.7(k)(l)(i)] 1. I I Yes I I No: Does the PHA plan to administer a Section 8 Homeownership program pursuant to Section 8(y) of the U.S.H.A. of 1937, as implemented by 24 CFR part 982? (If "No", skip to the next component; if "yes", complete each program description below (copy and complete questions for each program identified.) 2. Program Description: a. Size of Program I I Yes O No: Will the PHA limit the number of families participating in the Section 8 homeownership option? If the answer to the question above was yes, what is the maximum number of participants this fiscal year? Page 8 of 18 form HUD-50075-SA (04/30/2003) PHA Name: Carlsbad Housing Agency Streamlined Annual Plan for Fiscal Year 2008 HA Code: CA077 b. PHA-established eligibility criteria I I Yes I I No: Will the PHA's program have eligibility criteria for participation in its Section 8 Homeownership Option program in addition to HUD criteria? If yes, list criteria: c. What actions will the PHA undertake to implement the program this year (list)? 3. Capacity of the PHA to Administer a Section 8 Homeownership Program: The PHA has demonstrated its capacity to administer the program by (select all that apply): I I Establishing a minimum homeowner downpayment requirement of at least 3 percent of purchase price and requiring that at least 1 percent of the purchase price comes from the family's resources. I I Requiring that financing for purchase of a home under its Section 8 homeownership will be provided, insured or guaranteed by the state or Federal government; comply with secondary mortgage market underwriting requirements; or comply with generally accepted private sector underwriting standards. I | Partnering with a qualified agency or agencies to administer the program (list name(s) and years of experience below): I I Demonstrating that it has other relevant experience (list experience below): 4. Use of the Project-Based Voucher Program - N/A Intent to Use Project-Based Assistance I I Yes I I No: Does the PHA plan to "project-base" any tenant-based Section 8 vouchers in the coming year? If the answer is "no," go to the next component. If yes, answer the following questions. 1. I I Yes I I No: Are there circumstances indicating that the project basing of the units, rather than tenant-basing of the same amount of assistance is an appropriate option? If yes, check which circumstances apply: I I low utilization rate for vouchers due to lack of suitable rental units I | access to neighborhoods outside of high poverty areas I | other (describe below:) 2. Indicate the number of units and general location of units (e.g. eligible census tracts or smaller areas within eligible census tracts): Page 9 of 18 form HUD-50075-SA (04/30/2003) PHA Name: Carlsbad Housing Agency Streamlined Annual Plan for Fiscal Year 2008 HA Code: CA077 5. PHA Statement of Consistency with the Consolidated Plan [24 CFR Part 903.15] For each applicable Consolidated Plan, make the following statement (copy questions as many times as necessary) only if the PHA has provided a certification listing program or policy changes from its last Annual Plan submission. 1. Consolidated Plan jurisdiction: City of Carlsbad, California 2. The PHA has taken the following steps to ensure consistency of this PHA Plan with the Consolidated Plan for the jurisdiction: (select all that apply) IXI The PHA has based its statement of needs of families on its waiting lists on the needs expressed in the Consolidated Plan/s. [X] The PHA has participated in any consultation process organized and offered by the Consolidated Plan agency in the development of the Consolidated Plan. 1X1 The PHA has consulted with the Consolidated Plan agency during the development of this PHA Plan. [X] Activities to be undertaken by the PHA in the coming year are consistent with the initiatives contained in the Consolidated Plan: • Increase the Supply of Affordable Housing • Conserve and Rehabilitate the Existing Housing Stock • Assist in the Provision of Needed Public and Community Services for Low and Moderate Income Persons and Those with Special Needs • Actively Further Fair Housing £3 Other: (list below) 3. The Consolidated Plan of the jurisdiction supports the PHA Plan with the following actions and commitments: • Increase the Supply of Affordable Housing • Conserve and Rehabilitate the Existing Housing Stock • Assist in the Provision of Needed Public and Community Services for Low and Moderate Income Persons and Those with Special Needs • Actively Further Fair Housing Page 10 of 18 form HUD-50075-SA (04/30/2003) PHA Name: Carlsbad Housing Agency HA Code: CA077 Streamlined Annual Plan for Fiscal Year 2008 6. Supporting Documents Available for Review for Streamlined Annual PHA Plans PHAs are to indicate which documents are available for public review by placing a mark in the "Applicable & On Display" column in the appropriate rows. All listed documents must be on display if applicable to the program activities conducted by the PHA. List of Supporting Documents Available for Review Applicable &On Display N/A Document A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A Supporting Document PHA Certifications of Compliance with the PHA Plans and Related Regulations and Board Resolution to Accompany the Standard Annual, Standard Five-Year, and Streamlined Five-Year/Annual Plans', PHA Certifications of Compliance with the PHA Plans and Related Regulations and Board Resolution to Accompany the Streamlined Annual Plan Certification by State or Local Official of PHA Plan Consistency with Consolidated Plan. Fair Housing Documentation Supporting Fair Housing Certifications: Records reflecting that the PHA has examined its programs or proposed programs, identified any impediments to fair housing choice in those programs, addressed or is addressing those impediments in a reasonable fashion in view of the resources available, and worked or is working with local jurisdictions to implement any of the jurisdictions' initiatives to affirmatively further fair housing that require the PHA's involvement. Housing Needs Statement of the Consolidated Plan for the jurisdiction(s) in which the PHA is located and any additional backup data to support statement of housing needs for families on the PHA's public housing and Section 8 tenant-based waiting lists. Most recent board-approved operating budget for the public housing program Public Housing Admissions and (Continued) Occupancy Policy (A&O/ACOP), which includes the Tenant Selection and Assignment Plan [TSAP] and the Site-Based Waiting List Procedure. Deconcentration Income Analysis Any policy governing occupancy of Police Officers and Over-Income Tenants in Public Housing. 1 1 Check here if included in the public housing A&O Policy. Section 8 Administrative Plan Public housing rent determination policies, including the method for setting public housing flat rents. O Check here if included in the public housing A&O Policy. Schedule of flat rents offered at each public housing development, d Check here if included in the public housing A&O Policy. Section 8 rent determination (payment standard) policies (if included in plan, not necessary as a supporting document) and written analysis of Section 8 payment standard policies. Kl Check here if included in Section 8 Administrative Plan. Public housing management and maintenance policy documents, including policies for the prevention or eradication of pest infestation (including cockroach infestation). Results of latest Public Housing Assessment System (PHAS) Assessment (or other applicable assessment). Related Plan Component 5 Year and Annual Plans Streamlined Annual Plans 5 Year and standard Annual Plans 5 Year and Annual Plans Annual Plan: Housing Needs Annual Plan: Financial Resources Annual Plan: Eligibility, Selection, and Admissions Policies Annual Plan: Eligibility, Selection, and Admissions Policies Annual Plan: Eligibility, Selection, and Admissions Policies Annual Plan: Eligibility, Selection, and Admissions Policies Annual Plan: Rent Determination Annual Plan: Rent Determination Annual Plan: Rent Determination Annual Plan: Operations and Maintenance Annual Plan: Management and Operations Page 11 of 18 form HUD-50075-SA (04/30/2003) PHA Name: Carlsbad Housing Agency HA Code: CA077 Streamlined Annual Plan for Fiscal Year 2008 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A Follow-up Plan to Results of the PHAS Resident Satisfaction Survey (if necessary) Results of latest Section 8 Management Assessment System (SEMAP) Any policies governing any Section 8 special housing types l~l Check here if included in Section 8 Administrative Plan Public housing grievance procedures [] Check here if included in the public housing A & O Policy Section 8 informal review and hearing procedures. 1 1 Check here if included in Section 8 Administrative Plan. The Capital Fund/Comprehensive Grant Program Annual Statement /Performance and Evaluation Report for any active grant year. Most recent CIA? Budget/Progress Report (HUD 52825) for any active CIAP grants. Approved HOPE VI applications or, if more recent, approved or submitted HOPE VI Revitalization Plans, or any other approved proposal for development of public housing. Self-evaluation, Needs Assessment and Transition Plan required by regulations implementing Section 504 of the Rehabilitation Act and the Americans with Disabilities Act. See PIH Notice 99-52 (HA). Approved or submitted applications for demolition and/or disposition of public housing. Approved or submitted applications for designation of public housing (Designated Housing Plans). Approved or submitted assessments of reasonable revitalization of public housing and approved or submitted conversion plans prepared pursuant to section 202 of the 1996 HUD Appropriations Act, Section 22 of the US Housing Act of 1937, or Section 33 of the US Housing Act of 1937. Documentation for required Initial Assessment and any additional information required by HUD for Voluntary Conversion. Approved or submitted public housing homeownership programs/plans. Policies governing any Section 8 Homeownership program (Section of the Section 8 Administrative Plan) Public Housing Community Service Policy/Programs C] Check here if included in Public Housing A & O Policy Cooperative agreement between the PHA and the TANF agency and between the PHA and local employment and training service agencies. FSS Action Plan(s) for public housing and/or Section 8. Section 3 documentation required by 24 CFR Part 135, Subpart E for public housing. Most recent self-sufficiency (ED/SS, TOP or ROSS or other resident services grant) grant program reports for public housing. Policy on Ownership of Pets in Public Housing Family Developments (as required by regulation at 24 CFR Part 960, Subpart G). 1 1 Check here if included in the public housing A & O Policy. The results of the most recent fiscal year audit of the PHA conducted under the Single Audit Act as implemented by OMB Circular A- 133, the results of that audit and the PHA's response to any findings. Other supporting documents (optional) (list individually; use as many lines as necessary) Consortium agreement(s) and for Consortium Joint PHA Plans Only: Certification that consortium agreement is in compliance with 24 CFR Part 943 pursuant to an opinion of counsel on file and available for inspection. Annual Plan: Operations and Maintenance and Community Service & Self-Sufficiency Annual Plan: Management and Operations Annual Plan: Operations and Maintenance Annual Plan: Grievance Procedures Annual Plan: Grievance Procedures Annual Plan: Capital Needs Annual Plan: Capital Needs Annual Plan: Capital Needs Annual Plan: Capital Needs Annual Plan: Demolition and Disposition Annual Plan: Designation of Public Housing Annual Plan: Conversion of Public Housing Annual Plan: Voluntary Conversion of Public Housing Annual Plan: Homeownership Annual Plan: Homeownership Annual Plan: Community Service & Self-Sufficiency Annual Plan: Community Service & Self-Sufficiency Annual Plan: Community Service & Self-Sufficiency Annual Plan: Community Service & Self-Sufficiency Annual Plan: Community Service & Self-Sufficiency Annual Plan: Pet Policy Annual Plan: Annual Audit (specify as needed) Joint Annual PHA Plan for Consortia: Agency Identification and Annual Management and Operations Page 12 of 18 form HUD-50075-SA (04/30/2003) 7. Capital Fund Program Annual Statement/Performance and Evaluation Report and Replacement Housing Factor - N/A Annual Statement/Performance and Evaluation Report Capital Fund Program and Capital Fund Program Replacement Housing Factor (CFP/CFPRHF) Part I: Summary PHA Name: Grant Type and Number Federal FY Capital Fund Program Grant No: of Grant: Replacement Housing Factor Grant No: LJOriginal Annual Statement QReserve for Disasters/ Emergencies LJRevised Annual Statement (revision no: ) CH Performance and Evaluation Report for Period Ending: | | Final Performance and Evaluation Report Line 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 Summary by Development Account Total non-CFP Funds 1406 Operations 1408 Management Improvements 1410 Administration 1411 Audit 1415 Liquidated Damages 1430 Fees and Costs 1440 Site Acquisition 1450 Site Improvement 1460 Dwelling Structures 1465.1 Dwelling Equipment — Nonexpendable 1470 Nondwelling Structures 1475 Nondwelling Equipment 1485 Demolition 1490 Replacement Reserve 1492 Moving to Work Demonstration 1495.1 Relocation Costs 1499 Development Activities 1501 Collaterization or Debt Service 1502 Contingency Amount of Annual Grant: (sum of lines 2 — 20) Amount of line 21 Related to LBP Activities Amount of line 21 Related to Section 504 compliance Amount of line 2 1 Related to Security - Soft Costs Amount of Line 21 Related to Security — Hard Costs Amount of line 21 Related to Energy Conservation Measures Total Estimated Cost Original Revised Total Actual Cost Obligated Expended Page 13 of 18 form HUD-50075-SA (04/30/2003) 7. Capital Fund Program Annual Statement/Performance and Evaluation Report and Replacement Housing Factor - N/A Annual Statement/Performance and Evaluation Report Capital Fund Program and Capital Fund Program Replacement Housing Factor (CFP/CFPRHF) Part II: Supporting Pages PHAName: Development Number Name/HA- Wide Activities General Description of Major Work Categories Grant Type and Number Capital Fund Program Grant No: Replacement Housing Factor Grant No: Dev. Acct No. Quantity Total Estimated Cost Original Revised Federal FY of Grant: Total Actual Cost Funds Obligated Funds Expended Status of Work Page 14 of 18 form HUD-50075-SA (04/30/2003) 7. Capital Fund Program Annual Statement/Performance and Evaluation Report and Replacement Housing Factor - N/A Annual Statement/Performance and Evaluation Report Capital Fund Program and Capital Fund Program Replacement Housing Factor (CFP/CFPRHF) Part III: Implementation Schedule PHA Name: Grant Type and Number Capital Fund Program No: Replacement Housing Factor No: Development Number Name/HA-Wide Activities All Fund Obligated (Quarter Ending Date) Original Revised Actual All Funds Expended (Quarter Ending Date) Original Revised Actual Federal FY of Grant: Reasons for Revised Target Dates Page 15 of 18 form HUD-50075-SA (04/30/2003) 8. Capital Fund Program Five-Year Action Plan - N/A Capital Fund Program Five-Year Action Plan Part I: Summary PHA Name Development Number/Name/ HA-Wide CFP Funds Listed for 5-year planning Replacement Housing Factor Funds Yearl Work Statement for Year 2 FFY Grant: PHA FY: Work Statement for Year 3 FFY Grant: PHA FY: LJOriginal 5-Year Plan dlRevision No: Work Statement for Year 4 FFY Grant: PHA FY: Work Statement for Year 5 FFY Grant: PHA FY: Page 16 of 18 form HUD-50075-SA (04/30/2003) 8. Capital Fund Program Five-Year Action Plan - N/A Capital Fund Program Five- Year Action Plan Part II: Supporting Pages — Work Activities Activities for Year 1 Activities for Year : Development Name/Number FFY Grant: PHA FY: Major Work Categories Total CFP Estimated Cost Estimated Cost $ Activities for Year: Development Name/Number FFY Grant: PHA FY: Major Work Categories Estimated Cost $ Page 17 of 18 form HUD-50075-SA (04/30/2003) 8. Capital Fund Program Five-Year Action Plan - N/A Capital Fund Program Five- Year Action Plan Part II: Supporting Pages — Work Activities Activities for Year : Development Name/Number FFY Grant: PHA FY: Major Work Categories Total CFP Estimated Cost Estimated Cost <cJ> Activities for Year: Development Name/Number FFY Grant: PHA FY: Major Work Categories Estimated Cost $ Page 18 of 18 form HUD-50075-SA (04/30/2003) PROOF OF PUBLICATION (2010 & 2011 C.C.P.) This space is for the County Clerk's Filing Stamp STATE OF CALIFORNIA County of San Diego I am a citizen of the United States and a resident of the County aforesaid: I am over the age of eighteen years and not a party to or interested in the above- entitled matter. I am the principal clerk of the printer of North County Times Formerly known as the Blade-Citizen and The Times- Advocate and which newspapers have been adjudicated newspapers of general circulation by the Superior Court of the County of San Diego, State of California, for the City of Oceanside and the City of Escondido, Court Decree number 171349, for the County of San Diego, that the notice of which the annexed is a printed copy (set in type not smaller than nonpariel), has been published in each regular and entire issue of said newspaper and not in any supplement thereof on the following dates, to-wit: April 12th, 2008 I certify (or declare) under penalty of perjury that the foregoing is true and correct. Proof of Publication of CITY OF CARLSBADNOTICE OF PUBLIC HEARINGPUBLIC HOUSING AGENCY (PHA)ANNUAL PLAN FY 2006 NOTICE IS HEREBY GIVEN that the Housing andRedevelopment Commission of the City of Carlsbadwill hold a public hearing in the City Council Cham-bers, 1200 Uarlsbad village Drive, Carlsbad, Califor- nia, at 6:00 PM on Tuesday, April 15, 2008, toconsider approval of the Public Housing Agency(PHA) Streamlined Annual Plan and authorizing sub-mittal of the PHA Annual Plan to the U. S. Departmentof Housing and Urban Development. The City of Carlsbad's Draft Annual PHA Plan is avail-able for public review. Copies of this document areavailable for review at City Hall (City Clerk's andRecords Management Office -1200 Carlsbad VillageDrive), City Libraries (1250 Carlsbad Village Driveand 1775 Dove Lane), and Housing and Redevelop-ment Department (2965 Roosevelt Street, Suite B). Those persons wishing to speak on this proposal arecordially invited to attend the public hearing. Pleasecontact the Housing and Redevelopment Departmentat (760) 434-2816 to arrange for translators or otherspecial services needed to participate in the publichearing process. Copies of the Agenda Bill and draftPHA Plan are available in the Housing and Redevel-opment office. If you have any questions or wouldlike a copy of the Agenda Bill, please contact BobbiNunn, Housing Program Manager, in the Housing andRedevelopment Department at (760) 434-2816. Youmay also provide your comments in writing to theHousing and Redevelopment Department at 2965Roosevelt Street, Suite B, Carlsbad^ CA 92008 or by e-mail to bnunn@ci.carlsbad.ca.us HOUSING AND REDEVELOPMENT COMMISSIONCITY OF CARLSBAD PUBLISH: APRIL 12, 2008 NCT 2141555 Dated at SAN MARCOS California This 14th, day of April, 2008 i o (1C Jane Allshouse NORTH COUNTY TIMES Legal Advertising CITY OF CARLSBAD NOTICE OF PUBLIC HEARING PUBLIC HOUSING AGENCY (PHA) ANNUAL PLAN FY 2008 NOTICE IS HEREBY GIVEN that the Housing and Redevelopment Commission of the City of Carlsbad will hold a public hearing in the City Council Chambers, 1200 Carlsbad Village Drive, Carlsbad, California, at 6:00 PM on Tuesday, April 15, 2008, to consider approval of the Public Housing Agency (PHA) Streamlined Annual Plan and authorizing submittal of the PHA Annual Plan to the U. S. 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), and Housing and Redevelopment Department (2965 Roosevelt Street, Suite B). Those persons wishing to speak on this proposal are cordially invited to attend the public hearing. Please contact the Housing and Redevelopment Department at (760) 434-2816 to arrange for translators or other special services needed to participate in the public hearing process. Copies of the Agenda Bill and draft PHA Plan are available in the Housing and Redevelopment office. If you have any questions or would like a copy of the Agenda Bill, please contact Bobbi Nunn, Housing Program Manager, in the Housing and Redevelopment Department at (760) 434-2816. You may also provide your comments in writing to the Housing and Redevelopment Department at 2965 Roosevelt Street, Suite B, Carlsbad, CA 92008 or by e-mail to bnunn@ci.carlsbad.ca.us HOUSING AND REDEVELOPMENT COMMISSION CITY OF CARLSBAD PUBLISH: APRIL 12, 2008 CarlsbadCarlsbadEconomic OverviewEconomic OverviewApril 15, 2008April 15, 2008 CarlsbadCarlsbadEconomic Development ModelEconomic Development ModelCarlsbad Quality of LifeBusinessesResidentsTouristsVisitorsPopulationDemographicsEmploymentConsumer DemandConsumer SpendingMunicipal ServicesInfrastructure TrafficHousing StockLand Supply and DevelopmentSchoolsEnvironmentPublic SafetyGov’t /Public Policies•Zoning/Land Use•Housing•Business Development•Tourism•Infrastructure•Municipal Services•Public Facilities•Public Programs•Environmental•Fee StructureATTRACTSIMPACTCREATE ANEED FORMAINTAINPRESERVE ENHANCE Public Policy Result Public Policy Result Zoning & Land Use Zoning & Land Use --Certain uses allowed in certain locations.Certain uses allowed in certain locations.OfficeOfficeIndustrialIndustrialCommercial Commercial --Retail/HospitalityRetail/HospitalityResidentialResidentialOpen SpaceOpen Space––Different uses influence different building types that contributDifferent uses influence different building types that contribute differently e differently to the Cityto the City’’s financial health.s financial health.Property Tax (Commercial/Industrial/Residential/Vacant)Property Tax (Commercial/Industrial/Residential/Vacant)Sales Tax (Commercial Sales Tax (Commercial ––Retail/Hospitality)Retail/Hospitality)Transient Occupancy Tax (Commercial Transient Occupancy Tax (Commercial --Hospitality)Hospitality)––Different land uses (Commercial/Industrial/Office) produce diffeDifferent land uses (Commercial/Industrial/Office) produce different rent types of jobs & wages.types of jobs & wages.High Wage Jobs (Manufacturing, R&D/Technical, Information) High Wage Jobs (Manufacturing, R&D/Technical, Information) Mid Wage Jobs (Administrative, Construction, Financial)Mid Wage Jobs (Administrative, Construction, Financial)Low Wage Jobs (Agriculture, Retail, Hospitality, Food)Low Wage Jobs (Agriculture, Retail, Hospitality, Food) Economic OutlookEconomic OutlookSources of Information to develop Sources of Information to develop economic outlook:economic outlook:––CSMFOCSMFO––Anderson (UCLA)Anderson (UCLA)––California Legislative Analyst Office (LAO)California Legislative Analyst Office (LAO)––University of San Diego University of San Diego The US EconomyThe US EconomyGDP growth: 4.9% Q3 declining to 0.6% Q4GDP growth: 4.9% Q3 declining to 0.6% Q4CPI: 2.5 CPI: 2.5 ––3.0%3.0%Fed Funds: 2.25%Fed Funds: 2.25%10 year Treasury Note: 3.0 10 year Treasury Note: 3.0 --3.5%3.5%Unemployment Rate: 5.0%Unemployment Rate: 5.0%Slowing in construction, consumer spending, state Slowing in construction, consumer spending, state and local government and residential investmentand local government and residential investment CaliforniaCalifornia’’s Economys EconomyState Budget outlook for FY 2008State Budget outlook for FY 2008--2009 2009 continues to deteriorate ($14 B deficit) continues to deteriorate ($14 B deficit) May borrow local governmentsMay borrow local governments’’revenues revenues to help balance Stateto help balance State’’s budgets budgetMay borrow Gas Tax cash flow for 5 May borrow Gas Tax cash flow for 5 monthsmonths San Diego EconomySan Diego EconomyUnemployment rate risingUnemployment rate risingHome Prices and Home Prices and resalesresalesdecliningdecliningSlowing Housing startsSlowing Housing startsNotices of Default and Foreclosures are Notices of Default and Foreclosures are increasingincreasingInventory of housing has risen from 6Inventory of housing has risen from 6--7 7 months in 2006 to 13 months in 2007months in 2006 to 13 months in 2007 CarlsbadCarlsbad--20062006Employees and Average Wage Employees and Average Wage by Industry by Industry 01,0002,0003,0004,0005,0006,0007,0008,0009,00010,000ManufacturingRetailAdmin/Support/WM SvcsAccom/Food SvcsProf/Sci/Tech SvcsWholesaleF.I.R.E.ConstructionGovtHealth/Soc SvcInformationArts/Entertainment/RecMgmt of CompaniesTransportationAgricultureOtherIndustryEmployees$0$10,000$20,000$30,000$40,000$50,000$60,000$70,000$80,000$90,000Average Wage# of EmployeesAverage Wage2006 Total Employment = 65,621 CarlsbadCarlsbadCommercial/Industrial Commercial/Industrial Square Footage (Permits Issued)Square Footage (Permits Issued)020000040000060000080000010000001200000140000016000002000 2001 2002 2003 2004 2005 2006 2007Square FootageNew/Speculative Development at Bressi, Raceway, ForumOffice Vacancy Approx. 30%Industrial Vacancy Approx. 18% New ResidentialNew ResidentialDwelling Units PermittedDwelling Units Permitted050010001500200025002000 2001 2002 2003 2004 2005 2006 2007PermitsPermits Issued TrendTotal Permits Issued 2000-2007 = 9,147Total Units Remaining 2008-Buildout = 10,582Excess Dwelling Unit Bank – 2,967 Carlsbad Median Home PricesCarlsbad Median Home PricesAttached/CondoAttached/CondoAll Carlsbad Zip CodesAll Carlsbad Zip Codes0100000200000300000400000500000600000700000800000J2006MMJSNJ2007MMJSNJ2008Median Price6 Month TrendFebruary 2008 Carlsbad Median Price Resale Attached Home = $446,633 Carlsbad Median Home PricesCarlsbad Median Home PricesDetachedDetachedAll Carlsbad Zip CodesAll Carlsbad Zip Codes02000004000006000008000001000000120000014000001600000J2006MMJSNJ2007MMJSNJ2008Median Price6 Month TrendFebruary 2008 Carlsbad Median Price Resale SF Home = $677,909 Foreclosure ActivityForeclosure Activity2007/2008 Trustee Sales/To Auction2007/2008 Trustee Sales/To Auction71235-200204060801001201401601803rd Qtr 074th Qtr 071st Qtr 08CarlsbadOceansideSan MarcosVistaEncinitasEncinitas4%Carlsbad10%Vista21%San Marcos20%Oceanside45%261023671st Qtr. Distribution of367 Homes to Auction16574783515 Regional Sales Tax GeneratorsRegional Sales Tax GeneratorsPrimary Trade AreasPrimary Trade AreasDowntown Redevelopment Area CarlsbadDowntown Redevelopment Area Carlsbad––CarlsbadCarlsbad––No. County Coastal/TouristNo. County Coastal/TouristPlaza Camino Real Plaza Camino Real ––Westfield Shopping TownWestfield Shopping Town––OceansideOceanside––CarlsbadCarlsbad––VistaVista––San MarcosSan Marcos––EncinitasEncinitasAuto MallAuto Mall––CarlsbadCarlsbad––North County Coastal North County Coastal Forum ShopsForum Shops––CarlsbadCarlsbad––North County Coastal/InlandNorth County Coastal/InlandCarlsbad Premium OutletsCarlsbad Premium Outlets––CarlsbadCarlsbad––North County Coastal/Inland/TouristsNorth County Coastal/Inland/Tourists––San DiegoSan Diego 5%7%4%25%8%Auto MallPCR-WestfieldDowntown - RDAPremium OutletsForum OtherCarlsbad Regional Sales Tax Generators Regional Generators = Approx. 49% of Carlsbad’s Sales Tax Revenue Total Citywide Sales Tax Revenue 2007 ($98,048,395)Total Citywide Sales Tax Revenue 2007 ($98,048,395) Sales TaxSales TaxHISTORIC SALES TAX BY GEOGRAPHIC AREABenchmark Year$0$1,000,000$2,000,000$3,000,000$4,000,000$5,000,000$6,000,000$7,000,00099/4 00/1 00/2 00/3 00/4 01/1 01/2 01/3 01/4 02/1 02/2 02/3 02/4 03/1 03/2 03/3 03/4 04/1 04/2 04/3 04/4 05/1 05/2 05/3 05/4 06/1 06/2 06/3 06/4 07/1 07/2 07/307/4Carlsbad Redevelopment AreaAuto MallPlaza Camino RealCrossroad Premium OutletsThe Forum Sales TaxSales TaxCity of Carlsbad Sales Tax$0$500,000$1,000,000$1,500,000$2,000,000$2,500,0002006/12006/22006\32006/42007/12007/22007/32007/4General RetailFood ProductsTransportaionConstructionBusiness to BusinessMiscellaneous Sales TaxSales TaxNew Auto Sales (Bnchmrk Yr.)$5,500,000$6,000,000$6,500,000$7,000,000$7,500,0002005/12005/22005/32005/42006/12006/22006/32006/42007/12007/22007/32007/4 Transient Occupancy TaxTransient Occupancy TaxLow Wage JobsLow Wage JobsHotel GrowthHotel Growth––Occupancy RatesOccupancy Rates––Room RatesRoom RatesTourismTourism––Drive MarketDrive Market––International TravelersInternational Travelers––Business TravelersBusiness Travelers General Fund RevenuesGeneral Fund RevenuesProperty TaxProperty TaxSales TaxSales TaxTransient Occupancy TaxTransient Occupancy TaxFranchise FeesFranchise Fees SummarySummaryEconomy is Very UncertainEconomy is Very UncertainContinue LongContinue Long--Term PlanningTerm PlanningContinued Fiscal ConservatismContinued Fiscal ConservatismOngoing MonitoringOngoing MonitoringCautious BudgetCautious Budget CarlsbadCarlsbadEconomic OverviewEconomic OverviewApril 15, 2008April 15, 2008 Permit IssuancesPermit IssuancesResidentialResidential––CY 2007 364 Dwelling Units PermittedCY 2007 364 Dwelling Units Permitted––CY 2006 713 Dwelling Units PermittedCY 2006 713 Dwelling Units PermittedCommercial and IndustrialCommercial and Industrial––CY 2007 1,457,958 sq ft PermittedCY 2007 1,457,958 sq ft Permitted––CY 2006 1,373,138 sq ft PermittedCY 2006 1,373,138 sq ft Permitted