HomeMy WebLinkAbout24 - (CDBG) FY2010-2011 CAPER���WPOaT CITY OF
NEWPORT BEACH!
�9C,FOR�P City Council Staff Report
Agenda Item No. 24
September 13, 2011
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Community Development Department
Kimberly Brandt, AICP, Director
949 - 644 -3226, kbrandt @newportbeachca.gov
PREPARED BY: James Campbell, Principal Planner
APPROVED: a
TITLE: Community Development Block Grant (CDBG)
Program Year 2010 -2011,
Consolidated Annual Performance and Evaluation Report (CAPER)
ABSTRACT:
The U.S. Department of Housing and Urban Development (HUD) requires the City of
Newport Beach to prepare and submit a CAPER to describe the City and its
subrecipients' progress in meeting the goals established in the Program Year 2010-
2011 Action Plan that was approved by the City Council on April 27, 2010. This report
must be submitted to HUD on or before September 28, 2011, to comply with HUD
regulations found at 24 Code of Federal Regulations 91.520. The Program Year 2010-
2011 CAPER was prepared and made available for the HUD - required 15 -day public
review and comment period, which began on Monday, August 29, 2011, and concludes
with the public hearing before the City Council on September 13, 2011.
For the recently completed fiscal year that began on July 1, 2010, and concluded on
June 30, 2011, the City received $385,189 of CDBG funds that were allocated in the
Action Plan to activities designed to meet the City's five -year Consolidated Plan —
Strategic Plan goals that were adopted April 27, 2010. This was the first year of the
five -year Consolidated Plan cycle for CDBG program.
RECOMMENDATION:
1. Hold a public hearing to receive comments on the Program Year 2010-
2011 CAPER; and
2. Approve the Program Year 2010 -2011 CAPER; and
1
Community Development Block Grant (CDBG)
Program Year 2010 -2011,
Consolidated Annual Performance and Evaluation Report (CAPER)
September 13, 2011
Page 2
3. Direct the City Manager or his designee to submit the Program Year 2010-
2011 CAPER to HUD.
FUNDING REQUIREMENTS:
There is no fiscal impact to the General Fund related to this item
DISCUSSION:
On August 27, 2011, the City published a notice in the Daily Pilot informing the general
public that the City of Newport Beach had prepared the Draft 2010 -2011 CAPER and it
would be available for review and comment until September 13, 2011. The public was
informed of the opportunity to provide oral and /or written comments on the CAPER. To
date, no public comments have been received. Additionally, the Citizen Participation
Plan requires that a public hearing be held to receive comments from interested
residents or parties regarding the CAPER. This public hearing fulfills the requirements
for the public hearing.
The CDBG allocation for Program Year 2010 -2011 was $385,189. CDBG funds from
previous allocations were available for this program year in the amount of $5,149. The
total Program Year 2010 -2011 budget was $390,338. The actual amount spent during
the fiscal year is as follows:
Category FY 2010 -2011 Expenditures
Public Service Activities $ 51,718.84
Capital Improvement Projects $ 199,345.05
Program Administration & Fair Housing $ 71,462.53
Total $ 322,526.42
The accomplishments for this year include, but are not limited to, implementation of a
senior /disabled mobile meals program, homeless prevention programs, fair housing
services, and repayment of the Section 108 loan. A more detailed explanation of
accomplishments can be found in the attached Draft Program Year 2010 -2011 CAPER.
ENVIRONMENTAL REVIEW:
Staff recommends the City Council find that the Draft Program Year 2010 -2011 CAPER
is not subject to the California Environmental Quality Act ( "CEQA ") pursuant to Sections
15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect
physical change in the environment) and 15060(c)(3) (the activity is not a project as
defined in Section 15378) of the CEQA Guidelines, California Code of Regulations, Title
14, Chapter 3, because it has no potential for resulting in physical change to the
environment, directly or indirectly.
Community Development Block Grant (CDBG)
Program Year 2010 -2011,
Consolidated Annual Performance and Evaluation Report (CAPER)
September 13, 2011
Page 3
NOTICING:
In accordance with HUD requirements for a 15 -day public review and comment period,
notice of the public hearing was published in the Daily Pilot on August 27, 2011.
Further, the agenda item has been noticed according to the Brown Act (72 hours in
advance of the meeting at which the City Council considers the item).
Submitted y: C
Kimberly Brandt A P D e`ctor or U
Attachments: A. Draft Program Year 2010 -2011 CAPER
3
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City of Newport Beach
Program Year 2010 -2011
Consolidated Annual Performance
and Evaluation Report
(CAPER)
DRAFT
September 2011
Prepared by:
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LLDM
A.... is l es. Inc.
4
City of Newport Beach
2010 -2011 Consolidated Annual
Performance and Evaluation Report
Table of Contents
EXECUTIVE SUMMARY
1
I. GENERAL NARRATIVE ................................................................................................... ..............................4
.............................32
Assessment of One -Year Funding Objectives and Strategies ...................................... ..............................4
.............................36
Changesto Program ................................................................................................... ...............................
5
Affirmatively Furthering Fair Housing .......................................................................... ...............................
5
Actions Taken to Address Obstacles in Meeting Underserved Needs ........................ .............................15
.............................45
LeveragingResources ................................................................................................. .............................16
.............................47
II. MANAGING THE PROCESS ......................................................................................... .............................17
III. CITIZEN PARTICIPATION ............................................................................................ .............................18
IV. INSTITUTIONAL STRUCTURE ................................................................................... .............................20
V. MONITORING ................................................................................................................ .............................21
VI. LEAD -BASED PAINT ................................................................................................... .............................27
VII. HOUSING ..................................................................................................................... .............................28
HousingNeeds ............................................................................................................. .............................28
SpecificHousing Objectives ......................................................................................... .............................29
PublicHousing Strategy ............................................................................................... .............................30
Barriersto Affordable Housing .................................................................................... .............................31
VIII. HOMELESS NEEDS ...................................................................................................
.............................32
Specific Homeless Prevention Elements .....................................................................
.............................36
IX. COMMUNITY DEVELOPMENT ..................................................................................
.............................38
X. ANTI - POVERTY STRATEGY ........................................................................................
.............................44
XI. NON - HOMELESS SPECIAL NEEDS ...........................................................................
.............................45
XII. OTHER NARRATIVE ...................................................................................................
.............................47
APPENDICES:
A. Summary of Annual Objectives (CPMP Excel Tables)
B. Project Summaries (CPMP Excel Tables)
C. Proof of Public Notice
D. Map (Newport Beach Eligible CDBG Areas)
E. IDIS Reports
1. HUD Grants and Program Income Report (PR01)
2. CDBG Activity Summary Report for PY 2010 -2011 (PR03)
3. Summary of Consolidated Plan Projects for PY 2010 -2011 (PR06)
4. Summary of Accomplishments for PY 2010 -2011 (PR23)
5. CDBG Financial Summary for PY 2010 -2011 (PR26)
F. CAPER Checklist
0
EXECUTIVE SUMMARY
0
First Program Year CAPER
The Consolidated Plan Management Process (CPMP) First Consolidated Annual
Performance and Evaluation Report includes narrative responses to CAPER questions
that CDBG, HOME, HOPWA, and ESG grantees must respond to each year in order to be
compliant with the Consolidated Planning Regulations. The Executive Summary
narratives are optional.
This report is the First Year Consolidated Annual Performance and Evaluation
Report (CAPER) which outlines the City of Newport Beach achievements in meeting
the goals and objectives outlined in the City's 2010 -2014 Consolidated Plan. The
strategic plan objectives and goals for the fiscal year 2010 -2011 are summarized
below including the achievements.
2010 -2011 Program Year Goals vs. Accomplishments
Activity
Accomplishment
2010 -2011
2010 -2011
Units
Goals
Accomplishments
Housing:
Section 8 Housing Choice Voucher and
Housing Units
400
409
Rent - Restricted Units
Housing:
Housing Units
7
0
Rehabilitation - Utility Connection Program
Fair Housing Activities:
People Served
200
160
Fair Housing & Counseling Services
Senior Services:
Home Delivered Meals Program
People Served
100
142
Special Needs/Non- Homeless:
People Served
7
13
Battered and Abused Spousal Program
Special Needs/Non- Home less:
Substance Abuse Rehabilitation Program
People Served
8
8
Homeless and HIV /AIDS:
People Served
100
144
Transitional Housing Program
Public Services:
People Served
100
369
Health Services
Public Facilities:
Public Facilities
1
1
Section 108 Loan Repayment - Balboa Village
General Program Administration
N/A
N/A
N/A
A detailed breakdown of the five -year accomplishments by the City of Newport
Beach using CDBG funds can be found in the Summary of Annual Objectives in
Appendix "A ".
2010 -2011 Consolidated Annual Performance and Evaluation Report Page 1
7
City of Newport Beach
Development of the 2010 -2011 CAPER
As required by the United States Department of Housing and Urban Development
(HUD), the City of Newport Beach has prepared the Consolidated Annual
Performance and Evaluation Report (CAPER) for public review and comment prior
to its submittal to HUD. This document contains an assessment of the City's
performance relative to the One -Year Action Plan. To the greatest extent feasible,
the data collection efforts required by the CAPER reflect information for housing and
community development projects that occurred within the City's jurisdiction, even if
the City was not the lead agency.
Citizen Participation
As a prerequisite to submitting its CAPER, the City's Citizen Participation Plan and
the CDBG implementing regulation require that a public hearing be held to allow
citizens and public service agencies an opportunity to express their views
concerning the use of said funds. The public hearing was held on September 13,
2011 before the City Council.
In addition, the draft 2010 -2011 CAPER was made available to the general public for
a period of 15 days in order to provide them with an opportunity to review the
document. In compliance with the City's approved Citizen Participation Plan and
CDBG implementing regulation 24 CFR 92 -105, a Public Notice was published to
solicit public comments from interested citizens regarding the City's 2010 -2011
CAPER. A copy of the published Public Hearing Notice can be found in Appendix
„C„
Consultation
The City obtained information from local agencies in the preparation of the 2010-
2011 CAPER. These included Community Based Organizations, various
departments at the City of Newport Beach, and the Fair Housing Council of Orange
County.
Council Review and Public Hearing
On September 13, 2011, the City Council reviewed the 2010 -2011 CAPER, allowed
citizens an opportunity to comment on the draft CAPER and approved the 2010-
2011 Newport Beach Consolidated Annual Performance and Evaluation Report.
Activities Undertaken
The following page indicates the source of funds used to implement projects
undertaken with CDBG funds under the Program Year (PY) 2010 -2011.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 2
2
City of Newport Beach
2010 -2011 Program Year Sources of Funds
Source Amount
2010 -2011 CDBG Entitlement
$385,189
Unallocated CDBG Funds (Prior Year)
$5,149
CDBG Program Income
$0
All other forms of CDBG
$0
TOTAL
$390,338
2010 -2011 Program Year Uses of Funds
Public Services
Age Well Senior Services - Home Delivered Meals Program
$
20,000
Families Forward - Transitional Housing Program
$
10,000
Human Options - Community Resource Center
$
4,600
Serving People in Need - Substance Abuse Rehab Program
$
10,000
Share Our Selves - SOS Free Medical and Dental Clinics
$
9,000
Capital Improvements
City of Newport Beach - Utility Assessment District Grant Program
$
65,922'
City of Newport Beach - 108 Loan Repayment
$ 199,346
Program Administration
City of Newport Beach - Program Administration
$
60,285
Fair Housing Services
$
11,185
TOTAL
$390,338
'Project budget amount $60,773 plus Unallocated CDBG Funds $5,149.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 3
9
I. GENERAL NARRATIVE
10
City of Newport Beach
General Questions
1. Assessment of the one -year goals and objectives:
a. Describe the accomplishments in attaining the goals and objectives for the
reporting period.
b. Provide a breakdown of the CPD formula grant funds spent on grant activities for
each goal and objective.
c. If applicable, explain why progress was not made towards meeting the goals and
objectives.
The City met with several local agencies concerning their accomplishments for the
program year, including the Community Based Organizations, City of Newport
Beach Public Works Department, and Fair Housing Council of Orange County.
Overall, the City has been successful in implementing most of the proposed projects
for this Program Year and meeting most of the Five -Year Consolidated Plan goals
(See Executive Summary 2010 -2011 Program Year Goals vs. Accomplishments
Table).
The City utilizes its allocation of Community Development Block Grant (CDBG)
funds to address the Strategic Plan goals for Affordable Housing, Special Needs
Populations, Homeless Objectives, Community Development Objectives, and some
Housing Objectives. The majority of the Housing objectives, however, are met
utilizing local funds including the City's in -lieu fee proceeds. The specific
accomplishments for the 2010 -2011 program year concerning housing goals and
objectives are discussed in Section VII, Housing.
The City successfully utilized its allocation of CDBG funds to exceed the annual
goals established for the 2010 -2011 program year as illustrated by the following
achievements for the year:
2010 -2011 Program Year Goals vs. Accomplishments
Activity
Accomplishment
2010 -2011
2010 -2011
Units
Goals
Accomplishments
Housing:
Section 8 Housing Choice Voucher and
Housing Units
400
409
Rent - Restricted Units
Housing:
Housing Units
7
0
Rehabilitation - Utility Connection Program
Fair Housing Activities:
People Served
200
160
Fair Housing & Counseling Services
Senior Services:
People Served
100
142
Home Delivered Meals Program
Special Needs/Non- Homeless:
People Served
7
13
Battered and Abused Spousal Program
Special Needs/Non- Homeless:
People Served
8
8
Substance Abuse Rehabilitation Program
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 4
ZZ
City of Newport Beach
Activity
Accomplishment
2010 -2011
2010 -2011
Sustainability
Units
Goals
Accomplishments
Homeless and HIV /AIDS:
Create Suitable Living Environments
28%
-
52%
People Served
100
144
Transitional Housing Program
2%
Public Facilities /Infrastructure
$ 199,346
Public Services:
People Served
100
369
Health Services
Public Facilities:
Public Facilities
1
1
Section 108 Loan Repayment - Balboa Village
General Program Administration
N/A
N/A
N/A
The following table reflects the percentage of CDBG expended to accomplish the
various Strategic Plan objectives.
HUD Objectives
HUD Outcomes
Availability/
Accessibilit
Affordability
Sustainability
Provide Decent Affordable Housing
20%
-
-
Create Suitable Living Environments
28%
-
52%
Create Economic Opportunities
-
Public Services
-
The table below illustrates how the City used the 2010 -2011 CDBG allocation to
meet the HUD - mandated priority need categories:
HUD Priority Need Categories
2010 -2011
Funding
2010 -2011
Percentage
Housing
$ 77,107
20%
Senior Services
$ 20,000
5%
Special Needs /Non- Homeless
$ 14,600
3.5%
Homeless and HIV /AIDS
$ 10,000
2.5%
Public Services
$ 9,000
2%
Public Facilities /Infrastructure
$ 199,346
52%
Administration
$ 60,285
15%
2. Describe the manner in which the recipient would change its program as a result of
its experiences.
The City would not change its program at this time. This is a worthy program that
increases accessibility for the purpose of creating a suitable living environment and
access to decent housing for the residents of Newport Beach, this program requires
significant amount of financial and staff resources to implement.
3. Affirmatively Furthering Fair Housing:
a. Provide a summary of impediments to fair housing choice.
b. Identify actions taken to overcome effects of impediments identified.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 5
12
City of Newport Beach
In addition to developing a Consolidated Plan that addresses a broad range of
housing and community development needs, the City also participated in the
development of a regional plan with other Orange County cities called the "Analysis
of Impediments to Fair Housing Choice ", or Al, to specifically address overcoming
the barriers to fair housing found in the community. This study identifies
impediments to fair housing and also recommends actions to overcome the effects
of these impediments.
During the most recent Al update, the City of Newport Beach monitored and
reviewed its land use and other policies to ensure compliance with fair housing laws.
The jurisdiction will work to ensure all potential recipients of government funds for
housing related programs assist the jurisdiction in affirmatively furthering fair housing
choice.
The following impediments were identified in the 2010 -2015 Orange County
Regional Analysis of Impediments to Fair Housing Choice (Regional Al).
:1011,61 ILI [H1]6101 d1 lrillM_ I 1116
Impediment
The California Department of Fair Employment and Housing (DFEH) compiled data
on housing discrimination complaints for this Regional Al. In the five -year period
since the prior Al, about 300 housing discrimination complaints have been filed with
DFEH. Annually, the number of housing discrimination complaints averaged 60 per
year. The number of cases ranged from a low of 46 in 2005 to a high of 78 in 2006.
The vast majority — 244 of 302 housing discrimination complaints — have been filed
in the Entitlement Cities. Irvine (58) and Anaheim (40) accounted for the highest
number of complaints.
Housing discrimination, especially in the rental housing market, is an impediment to
fair housing choice because 60 complaints annually are filed by residents of the
participating entitlement cities and Urban County.
A housing discrimination complaint can have more than one basis. The bases
include:
• Physical Disability
• Mental Disability
• Race /Color
• National Origin
• Familial Status
• Sex
• Marital Status
• Other - Retaliation; Religion; Source of Income; Association and Age
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 6
13
City of Newport Beach
About 35% of the housing discrimination complaints were based on a physical or
mental disability. Since the prior Regional Al was completed, disability has been
increasing as a basis for a housing discrimination complaint. Race and color (20 %)
and national origin (14 %) rank second and third as a basis for making a housing
discrimination complaint. Although Individual cities vary in terms of the basis for a
housing discrimination complaint, disability, race /color and national origin comprise
the basis for the highest number of complaints.
The DFEH compiles data on number of housing discrimination cases according to
nine types of alleged acts:
• Refusal to Rent
• Eviction
• Refusal to Show
• Loan Withheld
• Unequal Terms
■ Harassment
• Unequal Access to Facilities
• Denied Reasonable Modification /Accommodation
A summary of the highest number and percentage of alleged acts is presented
below:
• About 22% (101) of the housing discrimination complaints occurred during
the eviction process.
• About 19% each of the alleged acts pertained to unequal terms (88) and
to denial of a reasonable modification and /or accommodation (87).
• About 15% each of the housing cases were filed because of harassment
(72) and the refusal to rent (68).
It appears that most of the alleged acts affect renters or persons seeking rental
housing. This mirrors HUD's national study which found that about 70% of the
persons who thought they were victims of discrimination were looking to rent at the
time.
Actions Taken
During the 2010 -2015 period, the FHCOC is implementing the following actions:
1. FHCOC committed to continue to process housing discrimination
complaints filed by city and county residents.
2. FHCOC committed to conduct testing of housing provider practices to
determine whether there are differences in treatment based on a protected
class. The 2005 -2009 housing discrimination complaint data and the fair
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 7
14
City of Newport Beach
housing community profile used to identify the protected classes and
locations of housing providers that should be tested.
3. FHCOC committed to revise its website to provide direct access to a
housing discrimination complaint form and provide a diagram or brief
explanation of the process for investigating and resolving a complaint.
4. FHCOC committed to revise its website to add more information on how
residents can detect whether they have been victims of unlawful housing
discrimination.
5. FHCOC committed to publish a quarterly report on the FHCOC website
summarizing the remedies pertaining to filed housing discrimination
complaints.
6. FHCOC committed to compile an Annual Report on housing discrimination
complaints filed with the FHCOC, the State Department of Fair
Employment and Housing (DFEH) and HUD. The report will include
housing discrimination complaints unique to each participating jurisdiction
as well as those of the entire County. The Annual Report will describe
emerging trends within the City and County.
7. FHCOC committed to transmit the Annual Report to the participating
jurisdictions by August of each calendar year to allow jurisdictions to
include a summary of the report findings in the CAPER. To date, the City
of Newport Beach has not received this report.
DISCRIMINATORY ADVERTISING
Impediment
Rental housing ads that state "no pets' or indicate rental discounts for seniors are
impediments to fair housing choice because they make housing unavailable to
disabled persons and the non - elderly. "No Section 8" ads may become an
impediment to fair housing choice because they could make housing unavailable
disproportionately to a protected class such as persons with disabilities.
Actions Taken
During the five -year period of the Consolidated Plan, the FHCOC is implementing
the following actions:
1. FHCOC is encourage the Orange County Register to publish a Fair
Housing Notice in the for rent classified ad section and to identify the
FHCOC as an agency that can respond to fair housing questions. FHCOC
is encouraging apartment rental websites to display more prominently their
Fair Housing Notice.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 8
15
City of Newport Beach
2. FHCOC is encouraging the Los Angeles Times and Orange County
Register to publish a "no pets" disclaimer that indicates rental housing
owners must provide reasonable accommodations, including "service
animals" and "companion animals" for disabled persons.
3. FHCOC Supports an amendment to the Communications Decency Act of
1996 to state no provider or user of an interactive computer service shall
be treated as the publisher or speaker of any information provided by
another information content provider, except for notices, statements, or
advertisements with respect to the sale, rental, financing or insuring, or
any other service of a dwelling that violate the Fair Housing Act, 42 U.S.C.
§ 3601 et seq.
4. FHCOC committed to periodically review for rent and for sale ads
published in the print media.
5. FHCOC committed to prepare a summary of the accomplishments each
year and transmit to the Entitlement Cities and Urban County in August of
each year to allow the Entitlement Cities and Urban County to include a
summary of the accomplishments in the CAPER. To date, the City of
Newport Beach has not received the report.
BLOCKBUSTING
Impediment
Blockbusting is unlawful; however, it does not appear to be a significant impediment
to fair housing choice. For profit, to induce or attempt to induce any person to sell or
rent any dwelling by representations regarding the entry or prospective entry into the
neighborhood of a person or persons of a particular race, color, religion, sex,
handicap, familial status, or national origin.
With respect to blockbusting, the California law has more protected classes than the
Federal Fair Housing Act.
There is no local or county agency that maintains records on actual or potential
blockbusting incidents. Such incidents would take place primarily as real estate
agents attempt to solicit or induce homeowners to sell their homes. The California
Real Estate Commissioner is authorized to take disciplinary action against licensees
who have committed the prohibited discriminatory practice of blockbusting and panic
selling. The Department of Real Estate stated in June 2010 that no Orange County
licensee has had their license suspended or revoked because of the illegal practice
of blockbusting.
Actions Taken
During the five -year period of the Fair Housing Action Plan, the FHCOC is
implementing the following actions:
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 9
10
City of Newport Beach
1. FHCOC provides information on their website about the unlawful practice
of blockbusting and includes examples of this illegal practice.
2. FHCOC committed to work with the California Department of Real Estate
to determine if any Orange County licensees have had their licenses
suspended or revoked because of the illegal practice of blockbusting.
3. In the event, a licensee has been found to have committed blockbusting,
FHCOC committed to provide education and information on this practice
to the responsible broker and all related salespersons.
DENIAL OF REASONABLE MODIFICATION /REASONABLE ACCOMMODATION
Impediment
Denial of a reasonable modification or reasonable accommodation is an impediment
to fair housing choice because they account for almost one -fifth of all alleged
discriminatory acts. It is unlawful to refuse to make reasonable accommodations for
disabled persons.
The DFEH compiles data on the number of housing discrimination cases according
to nine types of alleged acts. During the 2005 -2009 period, 461 alleged
discriminatory acts were committed in the cases processed by the DFEH. Of this
total, 87 or 18.9% involved denial of a reasonable modification /reasonable
accommodation. About 17 -18 denials of reasonable modification /reasonable
accommodation occurred per year during the five -year period.
Actions Taken
During the five -year period of the Fair Housing Action Plan, the FHCOC is
implementing the following actions:
1. FHCOC committed to provide education and information on why this
practice is unlawful to the owners and managers of apartment complexes
and homeowner associations.
2. FHCOC committed to provide information on the unlawful practice of
denying reasonable modifications /reasonable accommodations at fair
housing seminars conducted by the Apartment Association of Orange
County.
HATE CRIMES
Impediment
Hate crimes committed at a residence are an impediment to fair housing choice
because they impact the lives of 20 -30 households per year. Almost one -half of all
hate crime events in Orange County had an anti -Black or anti - Latino bias motivation.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 10
27
City of Newport Beach
Hate crime events were reviewed for the 5 -year period from 2004 to 2008 as
reported by Criminal Justice Statistics Center of the California Department of Justice
(DOJ). The annual average of events was 73 and, during the five -years there was a
narrow low (69) to high (79) range. Except for the City of Huntington Beach, on a
city -by -city basis, the number of hate crime events is low.
In 2008, according to the Orange County Human Rights Commission ( OCHRC),
there were 79 cases of hate crimes in Orange County, essentially unchanged from
the 80 cases in 2007. Despite the fact that the African American population makes
up less than 2% of Orange County's population, this group continues to be the most
frequent target for hate crimes. Hate crimes against Latinos continues to increase.
In fact, since 2006 there has been almost a 100% increase in the number of cases
reported. After a four -year downward trend, hate crimes against Jews increased.
Additionally, while there was a slight decrease in hate crimes reported against Gays
and Lesbian, this group frequently underreports.
In 2008, 29% and 19% of the hate crimes in Orange County had an anti - African
American and anti - Latino bias motivation.
The California DOJ reports the location of hate crime events for the entire state by
25 categories (e.g., church, park, college, etc). During the past five years two
locations are predominant, accounting for about 60% of all hate crime locations:
Highway /Road /Alley /Street (29.1 %) and Residence /Home /Driveway (29.7 %).
The application of the statewide housing location average of 29.7% to the annual
Orange County average of hate crime events of 73 yields at estimate of 22 annual
events occurring at a residence, home or driveway. The application of the 40%
factor cited by the OCHRC yields an estimate of 29 events occurring at a housing
location.
On an individual city basis, the number of hate crime events occurring at a housing
location is small. However, the number at the countywide level is significant and, as
a result, the resources to monitor and alleviate this impediment are best handled at
the regional level.
Actions Taken
During the five -year of the Fair Housing Action Plan, FHCOC is implementing the
following actions:
1. FHCOC committed to coordinate with the Orange County Human
Relations Commission, Center OC and the Orange County Victim
Assistance Partnership.
2. FHCOC committed to provide affected residents — when needed - with
referrals to hate crime victim resources.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 11
12
City of Newport Beach
UNFAIR LENDING
Impediment
Disparities in the loan denial rates experienced by Hispanic and Black/African
applicants create an impediment to fair housing choice as they have loans denied at
rates 1.5 to 2.0 times greater than White applicants.
The Equal Credit Opportunity Act (ECOA) 15 U.S.C. 1691 et seq. prohibits creditors
from discriminating against credit applicants on the basis of race, color, religion,
national origin, sex, marital status, age, because an applicant receives income from
a public assistance program, or because an applicant has in good faith exercised
any right under the Consumer Credit Protection Act.
To supplement federal legislation, state laws have been enacted to forbid the
discriminatory practice known as "redlining;' a practice results in blanket refusals by
some lenders to make loans in whole neighborhoods or geographic areas. Redlining
is illegal in California pursuant to the Housing Financial Discrimination Act of 1977
(Holden Act). (Health & Safety Code Section 35800 - 35833) The Holden Act prohibits
the consideration of race, color, religion, sex, marital status, national origin, or
ancestry in lending for the purchase, construction, improvement, or rehabilitation of
housing. Further, lenders cannot deny loan applications because of ethnic
composition, conditions, characteristics, or expected trends in the neighborhood or
geographic area surrounding the property.
An analysis of the 2008 Home Mortgage Disclosure Act (HMDA) data was
completed in order to determine loan denial rates by census tract, race /ethnicity and
income. HMDA requires lenders to report on the action taken on each loan
application, as follows:
• Loan Originated
• Application Approved, Not Accepted
• Application Denied
• Application Withdrawn
• Filed Closed for Incompleteness
Many determinants of a loan decision — such as borrower credit history, debt -to-
income -ratio and loan -to -value ratio - are not included in the HMDA data. Although
the loan denial rates do not support definitive conclusions regarding discrimination
on the bases of race or ethnicity, they are a useful screen to identify disparities in
loan approval rates by the race and ethnicity of applicants and geographic markets
where differences in denial rates warrant further investigation. Additionally,
identifying census tracts /neighborhoods with high loan denial rates helps to target
credit counseling and homebuyer education programs.
Evidence from the 2008 Home Mortgage Disclosure Act (HMDA) data reveals the
loan denial disparities between White applicants and Black and Hispanic applicants.
Moderate income Blacks have an FHA loan denial rate almost two times greater
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 12
19
City of Newport Beach
than moderate income White applicants. Above moderate income Blacks have an
FHA loan denial rate about 1.4 times greater than White applicants with identical
incomes. The conventional loan disparities are lower for moderate and above
moderate income applicants than for FHA loans. However, low income Blacks have
a conventional loan denial rate 2.55 times greater than White applicants.
Moderate - income Hispanics have a loan denial rate for FHA and conventional loans
that is two times greater than White applicants. The very low, low and above
moderate income Hispanics have loan denial rates 1.46 to 1.93 higher than White
applicants.
Unfair lending is manifested more in the loan denial disparities experienced by
different racial /ethnic borrowers than by the denial rate disparities experienced in
neighborhoods with 20 % -79% minority populations, regardless of income.
Additionally, a regression analysis was completed to determine if race /ethnicity is
associated with the denial of loan applications. Two types of loans applications were
considered in the analysis: (1) home purchases with conventional loans and (2)
home purchases with FHA loan.
A logit regression was used to "predict' if a loan was denied based on the minority
population and income ratio of the census tract, as well as the loan amount. These
variables were chosen because the results of a preliminary analysis utilizing census
tract level data suggested each of these variables were influencing denials. Each of
the three variables was significant predictors of loan denials for conventional loan
applications, while the percent minority and the income ratio of a census tract were
significant predictors of denials for FHA loan applications.
For conventional loans, the probability of a loan being denied increased as the
percentage minority population in the census tract increased, as the income
increased the probability of a denial decreased, and as the amount of the loan
increased the probability of a loan denial increased.
Actions Taken
1. FHCOC committed to monitor the HMDA data annually using the 2008
HMDA analysis as a benchmark.
2. FHCOC committed to complete a HMDA analysis of the top 10 lenders in
Orange County to compare and contrast loan denial rates.
3. FHCOC committed to conduct a follow -up analysis of loan denial rates at
the neighborhood level to determine to what extent, if any, redlining may
exist in Orange County. This follow -up will be completed when Census
2010 data are available on minority populations at the census tract level.
The Census 2010 data will enable an analysis of loan activity and minority
population characteristics for the same time period.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 13
20
City of Newport Beach
4. FHCOC committed to conduct outreach to cultural, ethnic and minority
organizations to potentially increase interest and readiness in home
purchases.
5. FHCOC committed to provide homebuyer education programs in
neighborhoods with high denial rates, high minority population
concentrations and limited English speaking proficiency to help increase
loan approval rates.
Public Sector Impediments Common to Most Participating Jurisdictions
As part of the preparation of an Analysis of Impediments to Fair Housing Choice
participating cities responded to a 24- question survey regarding local governmental
codes or policies and practices that may result in the creation or perpetuation of one
or more impediments to fair housing choice. The survey has a particular focus on
land use and zoning regulations, practices and procedures that can act as barriers to
the situating, development, or use of housing for individuals with disabilities. In
identifying impediments to fair housing choice, the survey looks to distinguish
between regulatory impediments based on specific code provisions and practice
impediments, which arise from practices or implementing policies used by the
jurisdiction.
• The most common public sector impediments are:
• The zoning regulations do not define "disability ".
• The zoning regulations do not define "supportive" and "transitional
housing" as required by Government Code Section 65583(a)(5).
• Some cities have not adopted a reasonable accommodation procedure.
• The zoning regulations do not discuss housing for "special needs"
populations.
• The zoning regulations do not discuss fair housing.
The population to be served by supportive and transitional housing is people with
different kinds of disabilities. Actions by the entitlement cities and Urban County to
provide zoning regulations will eliminate a potential impediment to the development
of such housing.
City Identified Public Sector Impediments
Based on an evaluation of City Zoning and Planning Codes as well as policies and
practices that may pose an impediment to Fair Housing Choice, the City of Newport
Beach did not identify any public sector impediments.
Actions to be Taken by the City
Based on an evaluation of City Zoning and Planning Codes as well as policies and
practices that may pose an impediment to Fair Housing Choice, the City of Newport
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 14
22
City of Newport Beach
Beach did not identify any public sector impediments.
Therefore, there are no actions to be taken at this time by the City with respect to
public sector impediments.
Actions To Affirmatively Further Fair Housing Choice Through the Location of
Affordable Housing
During the 2010 -2015 period, the FHCOC committed to take the following actions:
• As needed, provide technical assistance to participating jurisdictions on
how the location of affordable housing contributes to AFFH.
• Aggregate - for each census tract - the number of voucher holders
assisted by all four housing authorities. FHCOC committed to accomplish
this in calendar year 2011.
• Conduct an analysis of the location of affordable housing in census tracts
with a low concentration of minority and low income populations for
purposes of determining whether they offer sufficient affordable housing
opportunities. FHCOC committed to accomplish this in calendar year 2011
or as soon as Census 2010 and American Community Survey data are
available.
• Extend the analysis to include census tracts with minority populations in
the range of 60 to 80 %. FHCOC committed to accomplish this in calendar
year 2011 or as soon as Census 2010 and American Community Survey
data are available.
• Suggest policies that the Housing Authorities and /or entitlement cities and
the Urban County Program can implement to promote affordable housing
opportunities outside of census tracts with high percentages of poverty
and minority populations. FHCOC committed to review the housing
authority annual plans and to provide input to the entitlement cities and
Urban County Program as needed.
4. Describe Other Actions in Strategic Plan or Action Plan taken to address obstacles to
meeting underserved needs.
According to the Consolidated Plan, one of the most underserved needs in the City
is affordable housing for families of extremely low, very low and low income. The
City has identified the lack of developable sites, high land costs and limited funding
as obstacles to affordable housing. Other obstacles in non - housing community
development include NIMBY -ism (Not in My Backyard), lack of organizational
capacity, and lack of available funding.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 15
22
City of Newport Beach
The City has previously adopted policies to overcome these obstacles and to
encourage affordable housing production by providing density bonuses and fee
waivers.
In addition, the City encourages affordable housing production by providing density
bonuses to interested developers and through the inclusionary zoning requirements.
The City will work closely with affordable housing developers to expedite the
permitting process in order to cut costs.
In regard to non - housing obstacles, the City will facilitate community involvement to
increase understanding of community needs and the possible solutions to meet
those needs. The City will maintain close partnerships with service providers and
other community development professionals to identify and correct issues such as
lack of capacity and resources.
Toward the end of the 2010 -2014 Consolidated Plan cycle, additional affordable
units will be created. The City continues to monitor and enforce affordability
covenants on affordable housing projects throughout the City. This includes not only
housing units developed with federal funds, but also all units with an affordability
covenant in place.
5. Leveraging Resources
a. Identify progress in obtaining "other" public and private resources to address
needs.
b. How Federal resources from HUD leveraged other public and private resources.
c. How matching requirements were satisfied.
The City used its CDBG allocations as collateral to secure a $2.4 million Section 108
loan in the 2001 -2002 program year. These additional funds were used to complete
a portion of the Balboa Village Improvement Project. The 108 loan is being repaid
over a twenty year - period.
The City also supported the Continuum of Care Homeless Assistance Grant
application submitted by the Orange County Housing & Community Development
Department. The County successfully secured $2,972,944 million in the Homeless
Assistance during the program year 2010 -2011.
There are no matching requirements for CDBG
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 16
2S
II. MANAGING THE PROCESS
24
City of Newport Beach
1. Describe actions taken during the last year to ensure compliance with program and
comprehensive planning requirements.
The City has made all efforts to ensure compliance with the 2010 -2014 Consolidated
Plan and the 2010 -2011 Action Plan. The City has utilized the HUD Integrated
Disbursement and Information System (IDIS) for preparation of the Consolidated
Plan and Action Plans. The City has included all necessary HUD reports as part of
its CAPER submittal and has utilized the CPMP Tool to monitor the progress of the
Strategic Plan (also see Appendix "A "). In addition, the City continues to consult
with HUD for technical assistance of projects when necessary.
2010.2011 Program Year Goals vs. Accomplishments
Activity
Accomplishment
2010 -2011
2010 -2011
l 416
Units
Goals
Achievements
Housing:
Section 8 Housing Choice Voucher and
Housing Units
400
409
Rent - Restricted Units
Housing:
Housing Units
7
0*
*Rehabilitation - Utility Connection Program
Fair Housing Activities:
Fair Housing & Counseling Services
People Served
200
160
Senior Services:
People Served
100
142
Home Delivered Meals Program
Special Needs/Non- Homeless:
People Served
7
13
Battered and Abused Spousal Program
Special Needs/Non- Homeless:
People Served
8
8
Substance Abuse Rehabilitation Program
Homeless and HIV /AIDS:
People Served
100
144
Transitional Housing Program
Public Services:
People Served
100
369
Health Services
Public Facilities:
Public Facilities
1
1
Section 108 Loan Repayment - Balboa Village
General Program Administration
N/A
N/A
N/A
*The Utility Connection Program activity is currently open and funds were carried over to PY 2011- 2012. The
City anticipates the completion of this activity during the PY 2011 -2012.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 17
215
III. CITIZEN PARTICIPATION
20
City of Newport Beach
1. Provide a summary of citizen comments.
The City encourages input and feedback on its performance in meeting the
objectives of the Strategic Plan from concerned residents and local advocacy
groups. The City provides a public review and comment period for the draft version
of the CAPER, and also holds a public hearing to solicit input.
A draft copy of the CAPER covering PY 2010 -2011 was made available from August
29, 2011 to September 13, 2011. (PENDING - No public comments were received).
The public hearing to solicit public input and comment on the CAPER and the City's
performance during PY 2010 -2011 was held at the Newport Beach City Council
Chambers at 3300 Newport Boulevard, Newport Beach, California. (PENDING - No
public comments were made). Notice of both the public comment/review period and
the public hearing was published on August 27, 2011 in the Daily Pilot, a newspaper
of local circulation. A copy of the Notice appears in Appendix "C ".
2. In addition, the performance report provided to citizens must identify the Federal
funds made available for furthering the objectives of the Consolidated Plan. For each
formula grant program, the grantee shall identify the total amount of funds available
(including estimated program income), the total amount of funds committed during
the reporting period, the total amount expended during the reporting period, and the
geographic distribution and location of expenditures. Jurisdictions are encouraged to
include maps in describing the geographic distribution and location of investment
(including areas of minority concentration). The geographic distribution and
expenditure requirement may also be satisfied by specifying the census tracts where
expenditures were concentrated.
2010 -2011 Program Year Sources of Funds
Source
Amount
2010 -2011 CDBG Entitlement
$385,189
Unallocated CDBG Funds (Prior Year)
$5,149
CDBG Program Income
$0
All other forms of CDBG
$0
TOTAL
$390,338
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 18
27
City of Newport Beach
2010 -2011 Program Year Fund Sources and Uses
Activities
Budget
Expenditures
Program Administration
Program Administration
City of Newport Beach - Program Administration
$ 60,285
$ 60,285
Fair Housing Services
$ 11.,185
$ 11,178
Subtotal Administration:
$ 71,470
$ 71,463
Public Services
$ 199,345
Age Well Senior Services - Home Delivered Meals Program
$ 20,000
$ 20,000
Families Forward - Transitional Housing Program
$ 10,000
$ 10,000
Human Options - Community Resource Center
$ 4,600
$ 2,719
Serving People in Need - Substance Abuse Rehab Program
$ 10,000
$ 10,000
Share Our Selves - SOS Free Medical and Dental Clinics
$ 9,000
$ 9,000
Subtotal Public Services:
$ 53,600
$ 51,719
Capital Improvements
'City of Newport Beach - Utility Assessment District Grant Program
$ 65,922'
$ 0.00
City of Newport Beach -108 Loan Repayment
$ 199,346
$ 199,345
Subtotal Capital Improvements:
$265,268
$ 199,345
TOTALS
$390,338
$322,527
'Project budget amount $60,773 plus Unallocated CDBG Funds $5,149.
Summary of Uses
Activities
Budget
% of Budget
Expenditures
Program Administration
$ 71,470
20%
$ 71,463
Public Services
$ 53,600
15%
$ 51,719
'Capital Improvements
$ 265,268
65%
$ 199,345
TOTALS
$390,338
100%
$ 322,527
'Project budget amount $60,773 plus Unallocated CDBG Funds $5,149
'Utility Assessment District Grant Program is an open activity and funds were carried over to PY 2011 -2012
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 19
22
IV. INSTITUTIONAL STRUCTURE
29
City of Newport Beach
1. Describe actions taken during the last year to overcome gaps in institutional
structures and enhance coordination.
The City of Newport Beach continued to work with Orange County, the Orange
County Housing Authority and various non - profit organizations to provide services to
the City's residents. Through the cooperative efforts of these organizations, a variety
of housing and community development programs were implemented throughout the
community.
The City maintained close contact with social service organizations funded by the
City as well as other local service providers to coordinate efforts and to avoid the
duplication of services.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 20
30
V. MONITORING
S,
City of Newport Beach
1. Describe how and the frequency with which you monitored your activities.
Each program year, the City develops a custom monitoring schedule including each
contractor / subrecipient. The monitoring plan includes the following tools:
• Annual Subrecipient Conference / Onsite Technical Assistance Visit
• Desk monitoring
Performance reports through our Grants Management System (GMS)
Onsite program and financial reviews
An appropriate combination of these four items provides a clear and timely picture of
each contractor /subrecipient's progress and level of compliance with program
regulations.
Annual Subrecipient Workshop / Onsite Technical Assistance Visits
An annual workshop is provided for new subrecipients. At this workshop, City staff
review the program reporting requirements and documentation /recordkeeping
standards to foster compliance. For high risk agencies, an onsite technical
assistance meeting may also be necessary to assess the subrecipient's capacity
related to recordkeeping, service delivery, and /or accounting systems. These visits
are conducted in August and February of each year.
Desk Monitoring
Annually, the City reviews copies of case files to ensure complete and accurate
documentation regarding the following items:
• Client eligibility (if applicable)
• Property eligibility (if applicable)
• Appropriate funding levels for the activity
• Compliance with all program requirements (i.e. environmental review)
Performance Reports
The City requires that performance reports from all subrecipients be submitted
through the GMS in order to facilitate the examination of a project's progress
throughout the program year. For capital projects and public service grants, reports
are required on a quarterly basis. The performance reports alert staff to any
problems in subrecipient performance, need for technical assistance, and ensure
data collection requirements are met.
Annual Onsite Program and Financial Reviews
The Department provides annual on -site reviews of all high -risk subrecipients in
order to conduct a complete programmatic and financial monitoring. The
Department will conduct on -site monitoring of low and moderate -risk subrecipients
on a bi- annual basis.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 21
S2
City of Newport Beach
Monitoring Staff
The City has the following monitoring duties:
• Oversee the planning and budgeting process to ensure that projects and
programs are consistent with the Consolidated Plan's identified high- and in
some cases medium - priority strategic objectives and grant requirements.
Staff also provides technical guidance regarding Affirmative Marketing and
Fair Housing practices.
• Provide technical guidance with each subrecipient partner regarding:
program structure, income requirements, and document compliance. Staff
reviews the City's monthly expenditure reports. At a minimum, staff performs
quarterly draw downs in HUD's Integrated Disbursement and Information
System (IDIS) against the appropriate grant. For IDIS, Staff gathers
quarterly program statistical reports from the subrecipient partners and
updates all necessary fields from setup to completion of each project and
activity. Regular updating and draws ensures the City meets the CDBG
timeliness deadline. As needed, staff performs environmental reviews and
Davis -Bacon monitoring.
Review the invoices from each subrecipient and ensure timeliness with
expenditures.
Provide technical guidance regarding all housing construction, demolition,
and rehabilitation projects ensuring the correct number of units, timeliness in
build -out, and approval of payments. For new construction, ensure
compliance with all applicable local codes, ordinances, and zoning
ordinances at the time of project completion.
Provide monitoring orientation with all subrecipient partners and establish monitoring
visits. The monitoring orientation includes the timing for monitoring visits.
Subrecipient partners without problems or significant findings receive annual or
semi - annual monitoring visits, while new subrecipients and subrecipients with
significant problems or complex projects receive quarterly visits.
2. Describe the results of your monitoring including any improvements.
The Department achieved monitoring success through:
• Pre -award screening, risk assessment, and orientation;
• Strong written agreements;
Performance standards and program objectives; and
Defined monitoring of each subrecipient partner on quarterly, semi - annual,
and annual basis.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 22
33
City of Newport Beach
The City will continually refine its monitoring procedures to ensure that each
monitoring has a meaningfully positive impact on the overall program and that
projects have measurable outcomes.
3. Self Evaluation
a. Describe the effect programs have in solving neighborhood and community
problems.
b. Describe progress in meeting priority needs and specific objectives and help
make community's vision of the future a reality.
c. Describe how you provided decent housing and a suitable living environment and
expanded economic opportunity principally for low and moderate - income
persons.
d. Indicate any activities falling behind schedule.
e. Describe how activities and strategies made an impact on identified needs.
f. Identify indicators that would best describe the results.
g. Identify barriers that had a negative impact on fulfilling the strategies and overall
vision.
h. Identify whether major goals are on target and discuss reasons for those that are
not on target.
i. Identify any adjustments or improvements to strategies and activities that might
meet your needs more effectively.
Program Year 2010 -2011 was the seventeenth year that Newport Beach
administered its own CDBG program since becoming a CDBG Entitlement
Jurisdiction in 1994. The City completed all the planning requirements of the CDBG
program and began program implementation on July 1, 2010.
To facilitate the administration of the CDBG program, the City has retained a
consultant to provide technical support and to oversee the City of Newport Beach
CDBG activities and expenditures.
CDBG grants were awarded to five (5) social service and fair housing agencies to
address the supportive service needs of Newport Beach residents.
Overall, the City has been successful in implementing the proposed projects during
the seventeenth year of its CDBG program and first under the 2010 -2014 Five -Year
Consolidated Plan.
The City utilizes its CDBG funds to address homeless issues, special needs and
community development objectives. Housing objectives are primarily met with the
use of local in -lieu fee proceeds. As a result, for this Report, the majority of the
achievements in this report address the strategic plan objectives in which CDBG
funds are utilized (homeless, special needs and community development
objectives).
The City has met the majority of the annual goals for the aforementioned objectives.
The City met the following objectives for the program year:
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 23
�4
City of Newport Beach
2010 -2011 Program Year Goals vs. Accomplishments
Activity
Accomplishment
2010 -2011
2010 -2011
Units
Goals
Achievements
Housing:
Section 8 Housing Choice Voucher and
Housing Units
400
409
Rent - Restricted Units
Housing:
Housing Units
7
0
Rehabilitation - Utility Connection Program
Fair Housing Activities:
People Served
200
160
Fair Housing & Counseling Services
Senior Services:
People Served
100
142
Home Delivered Meals Program
Special Needs/Non- Homeless:
Battered and Abused Spousal Program
People Served
7
13
Special Needs/Non- Homeless:
People Served
8
8
Substance Abuse Rehabilitation Program
Homeless and HIV /AIDS:
People Served
100
144
Transitional Housing Program
Public Services:
People Served
100
369
Health Services
Public Facilities:
Public Facilities
1
1
Section 108 Loan Repayment - Balboa Village
General Program Administration
N/A
N/A
N/A
The table in the Executive Summary and Managing the Process clearly demonstrate
that the City met a majority of the quantifiable goals it proposed in the Five -Year
Consolidated Plan and the One -Year Action Plan, and exceeded most goals.
However, many of the City's programs have indirect benefits that are difficult to
measure. For example, the full benefits of the Balboa Village Public Facility
Improvements will not be realized until private businesses capitalize on the public
investment, expand their operations and hire new staff.
In establishing five -year priorities, the City of Newport Beach has taken two (2)
concerns into consideration: 1) those categories of lower- and moderate - income
households most in need of housing and community development assistance; and 2)
which activities will best meet the needs of those identified households. The
homeless, persons with special needs, and those at risk of homelessness are most
in need of housing and community assistance. The City developed the following
strategies to address the needs of such persons:
• Provide supportive services and housing for the homeless and near homeless
through support of social agencies and regional programs;
• Provide supportive services for special needs populations;
• Provide for the access needs of the physically challenged; and
• Provide needed community services to those of lower- and moderate - income.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 24
S5
City of Newport Beach
The activities funded in program year 2010 -2011 not only addressed the above
strategies, but improved the quality of life for those identified as the most in need of
housing and community development assistance.
To illustrate, the City awarded the Fair Housing Council of Orange County ( FHCOC)
CDBG funds to help low and moderate - income and persons with special needs to
remain in their homes. The FHCOC assisted 160 persons with various fair housing
services.
The most noted example of how activities and strategies made an impact on
identified needs during the 2010 -2011 program year is Age Well Senior Services
(SCSS) Mobile Meals Program. This organization provides home - delivered nutritious
meals to homebound, disabled, low and moderate - income seniors and disabled
persons in southern Orange County, including Newport Beach. SCSS delivered
nutritional meals to 142 seniors and disabled persons in the City during the program
year. In an effort to increase supportive services to elderly residents and disabled
persons, SCSS has worked with HOAG Hospital to ensure that discharged low -
income seniors and disabled persons can receive home delivered nutritionally
appropriate meals. Such coordination has improved the access of seniors and
disabled persons to services.
Serving People In Need (SPIN) assisted 8 low- and moderate - income residents
suffering from substance abuse.
Families Forward provided emergency /transitional shelter to 144 people providing
meals, shelter, clothing, case management and referral services to homeless
families.
Human Options provided services to 13 clients who are homeless because of
domestic violence. This agency provides to battered women with children shelter,
food, clothing, and counseling and legal advocacy.
Share Our Selves (SOS) served 369 low- and moderate - income residents providing
primary/urgent care on a daily walk -in basis, chronic care, and specialty care by
appointment to uninsured Orange County residents and patients in the County MSI
Program. This activity provided a service to persons in need of medical and dental
care.
The City allocated CDBG funds for the Utility Assessment District Grant Program as
an objective to improve existing neighborhood conditions for the purpose of creating
decent housing through the utility connection grant program. The City planned to
meet a goal of 7 owner - occupied housing units for the 2010 -2011 program year.
This project was carried over to 2011 -2012 PY.
The City continues to look for ways to provide affordable housing to low- and
moderate - income households by using resources such as City's in -lieu fee
associated with market -rate development, as well as local regulations such as
density bonuses, waiver of processing and permitting fees, and the relaxation of
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 25
City of Newport Beach
development standards. The City continues to look for potential developers of
affordable housing for seniors and families to use these available funds. In program
year 2010 -2011, the City used in -lieu fee proceeds for plumbing repairs needed to
preserve affordable housing units.
The City continues to preserve affordable housing by monitoring existing affordable
housing units and enforcing affordability covenants. Affordable housing projects
were funded with a variety of funding sources (see Affordable Housing Table in
Section VII). In addition, the City's goal is to preserve and increase housing
affordability by set a target of adding 68 housing units at Airport Area Conexant in
the Consolidated Plan. This goal will be met towards the end of the 5 -year period.
The City has set a target of adding 34 affordable housing units in the Consolidated
Plan. The City will acquire covenants on rental properties for the purpose of
increased affordable rental units at North Newport Center and Santa Barbara
Condominiums.
The City will continue to provide funding for ADA Sidewalk Improvements to public
facilities throughout the City to ensure accessibility to residents with disabilities
during the 2011 -2012 program year. The City set a goal of improving ADA access to
two public facilities in the consolidated plan.
The City cannot identify any barriers to strategies and activities at this time. As
previously stated, the City is on target with major Strategic Plan goals and
objectives. The City has no other adjustments to strategies and activities other than
those previously mentioned in this report.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 26
S7
VI. LEAD -BASED PAINT
SR
City of Newport Beach
Lead -based Paint
1. Describe actions taken during the last year to evaluate and reduce lead -based paint
hazards.
The City does not administer a general housing rehabilitation program that includes
lead abatement and therefore has no method of directly reducing the threat of lead
paint in the community. The City supports the efforts of the Orange County
Department of Health Services, an organization that educates residents on the
health hazards of lead -based paint through the dissemination of brochures to
residents.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 27
39
40
41
VII. HOUSING
42
43
City of Newport Beach
Housing Needs
1. Describe Actions taken during the last year to foster and maintain affordable
housing.
The City fosters and maintains affordable housing with local resources such as the
in -lieu fee associated with market -rate development and local regulations such as
density bonuses, waiver of processing and permitting fees, and the relaxation of
development standards. The City continues to look for potential developers of
affordable housing for seniors and families to use these available funds. In program
year 2010 -2011, the City used in -lieu fee proceeds for plumbing repairs needed to
preserve affordable housing. In addition, City staff continued to monitor the number
of affordable housing units and enforce the affordability covenants of units in
Newport Beach. The table below provides a list of units that currently have
affordability covenants and are located within the City of Newport Beach. The City is
responsible for monitoring 277 of the 538 affordable units.
City of Newport Beach - Affordable Housing Units
Project Name
Project Address
Termination
No. Units
Unit Breakdown
Date
Newport Sea Crest
843 15" Street
11/1/16
65
45 -2 Bedroom
-Apts.
20 -1 Bedroom
Newport Seaside Apts.
1544 Placentia Avenue
811/19
25
23 -2 bedroom
2 -3 bedroom
Newport Seashore
849 West 15`" Street
7/1/18
15
2 bedrooms
-Apts.
Newport Harbor 1
1538 Placentia Avenue
5/7/20
26
21 -2 bedroom
5 -3 bedroom
Pacific Heights
881 -887 W. 15th Street
9/12/18
7
2 bedrooms
-Apartments
Newport Harbor II
1530 Placentia Ave
7/16/23
14
10 -2 Bedroom
4 -SRO Style
Kirkwood (Villa del
401 Seaward Road
4/19/25
2
2 bedrooms
-Este)Pro
rietorshi
Villa Sienna
2102 East 15 Street
07/02/22
3
2 bedrooms
Condominiums
Pro rietorshi
851 Domingo Drive
851 Domingo Drive (County
Perm.
28
Not monitored by
Apts.
Project)
City
Seaview Lutheran
2900 Pacific View Dr.(Federal
Not monitored by
Plaza
Project
Perm.
100
City
Newport North
2 Milano Drive (County
Perm.
133
Not monitored by
Project
City
Lower Bayview
1121 Back Bay Drive
Perm.
120
96- 1bedroom
24 -2 bedroom
[Housing
TOTAL
538
TOTAL RENTAL UNITS MONITORED BY THE CITY:
277
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 28
44
City of Newport Beach
Specific Housing Objectives
1. Evaluate progress in meeting specific objective of providing affordable housing,
including the number of extremely low- income, low- income, and moderate - income
renter and owner households comparing actual accomplishments with proposed goals
during the reporting period.
The City divided its efforts to foster and maintain affordable housing into three
specific objectives that are described more fully below. The three objectives are:
• Add and maintain 34 affordable housing units
• Maintain current level of Section 8 Vouchers
• Ensure universal access to fair housing
Maintain current level of Section 8 Vouchers
The Orange County Housing Authority (OCHA) administers the Section 8 rental
certificate and rental voucher program for the City. The Section 8 rental program
provides rental assistance to very low- income families. In PY 2010 -2011, 132
households received Section 8 rental assistance.
Ensure universal access to fair housing
The Fair Housing Council of Orange County ( FHCOC) was allocated $11,185 to
provide landlord tenant mediation, eviction prevention and fair housing counseling.
Although FHCOC made 168 contacts with individuals in Newport Beach regarding
fair housing issues, 160 persons received services. With staff turnover, FHCOC had
limited staff to meet their outreach goals. As a result, FHCOC was not able to serve
as many clients as originally anticipated during the program year. However, the City
is committed to ensuring the right to fair housing for all of its residents. Fair housing
activities undertaken this year will be carried out by the Fair Housing Foundation and
will include conflict resolution, landlord /tenant counseling and investigation
/prosecution of discrimination complaints. A comprehensive education and outreach
program will also be implemented to ensure that residents, potential residents,
landlords, real estate brokers and agents all have access to critical information
needed to ensure fair housing choice throughout Newport Beach.
HOUSING
5 -Year Strategy:
Expand the supply of affordable rental and homeownership housing opportunities
Outcome /Objective
planned Activities
performance
2010
2010
Statements
Indicator
Goals
Achievements
Acquisition of Affordability Covenants
on Rental Properties
Housing Units
0
0
(North Newport Center & Santa
Affordability /Decent
Barbara Condominiums)
Construction of Multi- Family
Affordable Housing
Affordable
Housing Units
0
0
Housing Units
(Airport Area Conexant)
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 29
45
City of Newport Beach
HOUSING
5 -Year Strategy:
Preserve and improve the existing housing stock and ensure equal access
Outcome /Objective
planned Activities
v
Performance
2010
2010
Statements
Indicator
Goals
Achievements
Section 8 Housing Choice Voucher
Housing Units
400
409
and Rent - Restricted Units
Housing Rehabilitation Programs
Housing Units
7
0
Accessibility / Decent
Affordable Housing
Utility Connection Programs
Fair Housing Program
People
200
160
2. Evaluate progress in providing affordable housing that meets the Section 215
definition of affordable housing for rental and owner households comparing actual
accomplishments with proposed goals during the reporting period.
The City's goal is to preserve and increase housing affordability. The City has set a
target of adding 68 housing units at Airport Area Conexant in the consolidated Plan.
This goal will be met towards the end of the 5 -year period.
The City has set a target of adding 34 affordable housing units in the Consolidated
Plan. The City will acquire covenants on rental properties for the purpose of
increased affordable rental units at North Newport Center and Santa Barbara
Condominiums.
3. Describe efforts to address "worst- case" housing needs and housing needs of
persons with disabilities.
In addition to the activities mentioned in questions number 1 and 2 of the Specific
Housing Objectives Section above, the City addressed the needs of "worst- case"
households through the funding of non - profit public service agencies. "Worst- case"
households are defined as households that do not receive on -going rental
assistance and pay more than one -half of their income for rent or live in severely
inadequate housing. These households face the greatest risk of becoming
homeless.
Public Housing Strategy
1. Describe actions taken during the last year to improve public housing and resident
initiatives.
The City supported the Orange County Housing Authority (OCHA) efforts to
maximize the use of Section 8 funds and other resources within Newport Beach.
There are currently thirty -one (31) OCHA participating jurisdictions, including
Newport Beach. Representatives from the participating jurisdictions meet at a
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 30
40
City of Newport Beach
minimum quarterly, often times monthly, to form the Cities Advisory Committee to
assist the Orange County Board of Supervisors and the OCHA staff in
accomplishing public housing goals. Newport Beach attends the meetings regularly
and provides input on the OCHA Five -Year Strategic Plan, Annual Plan and
Administrative Plans. Although there are currently no public housing units in Newport
Beach, the City continued to participate on the Advisory Committee and support
OCHA's efforts (1) in expanding affordable housing opportunities for Section 8
Voucher recipients, and (2) ensuring OCHA goals are consistent with the City's
Consolidated Plan and Housing Element.
Barriers to Affordable Housing
1. Describe actions taken during the last year to eliminate barriers to affordable
housing.
The City implemented the following actions to reduce barriers to affordable housing:
• Continued to monitor all regulations, ordinances, departmental processing
procedures, and residential development fees to ensure these requirements
do not excessively constrain affordable residential development.
• Continued to enforce the Inclusionary Housing Ordinance that requires
market -rate developers to allocate between 10 and 20 percent of new units
for low and moderate - income households. Developers can also opt for the in-
lieu fee. The City currently has $1,546,573 million of in -lieu fees. In -lieu fees
are reserved for the development or preservation of affordable housing.
• Continued to offer density bonus incentives for the development of affordable
housing pursuant to state density bonus requirements and Newport Beach
Housing Element.
• Offered fee waivers to developers of affordable housing.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 31
T-1
VIII. HOMELESS NEEDS
42
49
City of Newport Beach
Homeless Needs
1. Identify actions taken to address needs of homeless persons.
The Strategic Plan addresses the needs of persons who are homeless and are at
risk of homelessness.
1. Preserve the supply of emergency and transitional units available
2. Assist homeless and those at risk of homelessness
3. Assist homeless battered women and children
Preserve the supply of emergency and transitional units available
Three (3) of the five (5) public service agencies receiving CDBG funds from the City
provided emergency or transitional housing for homeless persons in Orange County.
These funded programs were:
• Human Options —Emergency Shelter for Battered Women;
• Families Forward - Transitional Housing Programs; and
• Serving People in Need (SPIN) - Substance Abuse Rehabilitation Program.
Assist homeless and those at risk of homelessness
The City of Newport Beach provided financial assistance to Serving People In Need
(SPIN), Families Forward, and Age Well Senior Services to provide access to
recovery programs to homeless and low income individuals who otherwise could not
afford such services. The program includes one month of room and board,
counseling, and supplemental services focused on employment, medical assistance,
and legal assistance. Home delivery meals twice daily to homebound persons to
age, illness or disability.
Please also see the services provided by the Fair Housing Council of Orange
County in the General Narrative, Affirmatively Furthering Fair Housing.
Assist homeless battered women and children
The City of Newport Beach provided financial assistance to Human Options under
the Domestic Violence Intervention /Prevention Program to provide temporary
emergency shelter to battered and abused women and their children. This program
also receives referrals through the Courthouse Family violence Outreach Center,
Interval House Project, and Transitional Housing Project.
2. Identify actions to help homeless persons make the transition to permanent housing
and independent living.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 32
50
City of Newport Beach
In order to address homelessness in an effective, comprehensive manner, HUD
asks cities to form Continuums of Care. A Continuum of care refers to an overall
plan to coordinate the efforts of all involved parties to meet the needs of homeless
persons and persons at risk of homelessness. The components of a continuum
include homeless prevention, emergency shelter, transitional shelter, permanent
supportive housing, and supportive services. The overall objective is to move
homeless persons and families outside the service delivery system into emergency
housing, then to transitional housing, and finally to self - sufficiency or permanent
supportive housing.
The City of Newport Beach actively participates in the Orange County Continuum of
Care, a collaboration of other city jurisdictions, non - profit organizations, and local
groups and charities. The City is involved with the Steering Committee and has
assisted in the development of strategies to meet homeless needs. The City also
funded several non - profits involved at different stages of the Continuum:
Prevention:
Emergency Shelter:
Transitional Housing
Permanent Supportive Housing:
Supportive Services:
HOMELESS AND HIV /AIDS
Fair Housing Council of O.C. and Human Options
Human Options & Families Forward
Serving People In Need (SPIN), Human Options;
and Families Forward
None
Families Forward, Human Options, and SPIN
5 -Year Strategy:
Support a continuum of services in support of the City's and County's effort to end
homeless and improve the quality of life for persons living with HIV /AIDS
Outcome /Objective
Planned Activities
Performance
2010
2010
Statements
Indicator
Goals
Achievements
Homeless Prevention Programs
Transitional Housing
Emergency Shelter to Victims of
Accessibility / Suitable
Domestic Violence
Living Environments
People
100
144
Transitional Housing and Support
Services for Victims of Domestic
Violence
Case Management and Other
Services
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 33
51-
City of Newport Beach
3. Identify new Federal resources obtained from Homeless SuperNOFA.
The City of Newport Beach supports the County of Orange Housing and Community
Services Department and the Orange County Partnership in their efforts to secure
funds to end homelessness. In 2009 (most recent available), OC partnership
secured $11 million for the region through the Competitive Homeless SuperNOFA.
While none of the funded projects are located in the City of Newport Beach, the
region as a whole will benefit from the following new programs that were awarded
funding in the Homeless SuperNOFA:
• American Family Housing: $419,662 for 36 beds, supportive services, and
operations to provide transitional housing to homeless
• Orange County Housing Authority: $3,121,104 for 174 Housing Certificates
for tenant -based rental assistance for disabled homeless
• Orange County Housing Authority: $551,232 for 30 Housing Certificates for
tenant -based rental assistance for disabled homeless
• Mercy House: $118,000 for 20 beds, supportive services, operations and
HMIS to provide transitional housing to homeless
• Anaheim Supportive Housing Senior Adults: $139,020 for 12 beds,
supportive services, operations and HMIS to provide permanent housing to
homeless
• Mercy House: $90,240 for 21 beds, supportive services and HMIS to provide
transitional housing to homeless
• Collette's Children's Home: $157,278 for 24 beds, supportive services,
operations, leasing and HMIS to provide transitional housing to homeless
• Human Options: $111,122 for 50 beds, supportive services and operations
to provide transitional housing to homeless
• John Henry Foundation: $146,369 for 30 beds, supportive services and
operations to provide permanent housing to homeless
• OC Partnership: $57,043 for HMIS implementation
• OC Partnership: $433,263 for HMIS to provide support services to providers
who serve homeless subpopulations
• Collette's Children's Home: $127,309 for 24 beds, supportive services,
operations, leasing, and HMIS to provide transitional housing to homeless
• South County Outreach: $25,034 for 10 beds, supportive services and
operations to provide transitional housing to homeless
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 34
152
City of Newport Beach
• South County Outreach: $175,959 for 50 beds, supportive services and
HMIS to provide transitional housing to homeless
• So. Cal. Alcohol & Drug: $382,527 for 20 beds, supportive services,
operations, leasing and HMIS to provide transitional housing to homeless
• South County Outreach: $25,157 for 8 beds, supportive services and
operations to provide transitional housing to homeless
• Thomas House: $87,833 for 76 beds, 14 cribs, supportive services,
operations and HMIS to provide transitional housing to homeless
• Human Options: $30,793 for supportive services to homeless
• YWCA Central OC: $93,880 for 11 beds, supportive services, operations and
HMIS to provide transitional housing to homeless
• Orange Coast Interfaith Shelter: $283,129 for 24 beds, supportive services,
operations, leasing and HMIS to provide transitional housing to homeless
• Veterans First: $159,700 for 24 beds, supportive services, operations and
leasing to provide transitional housing to homeless
• Families Forward: $73,819 for 35 beds, supportive services and operations
to provide transitional housing to homeless
• Veterans First: $254,804 for 28 beds, supportive services, operations,
leasing and HMIS to provide transitional housing to homeless
• Families Forward: $132,941 for 49 beds, supportive services and operations
to provide transitional housing to homeless
• Interval House: $73,268 for case management and supportive services to
victims of domestic violence
• Eli Home: $524,275 for 28 beds, supportive services, operations, leasing and
HMIS to provide transitional housing to homeless
• Fullerton Interfaith Emergency Shelter: $252,000 for low cost child care
services to homeless families
• Toby's House: $119,545 for supportive services for homeless individuals
• Orange County Housing Authority: $1,014,264 for 58 Housing Certificates
for tenant -based rental assistance for disabled homeless
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 35
J5_2�
City of Newport Beach
• Orange County Housing Authority: $702,264 for 40 Housing Certificates for
tenant -based rental assistance for disabled homeless
• Orange County Housing Authority: $411,684 for 29 Housing Certificates for
project -based rental assistance for disabled homeless
• Friendship Shelter: $68,136 to provide supportive services to the chronic
homeless
• Veteran's First: $211,664 for 22 permanent housing beds to serve disabled
and chronic homeless veterans
• WISE Place: $100,593 for 5 beds, supportive services, and operations to
provide transitional housing to homeless
■ Colette's Children's Home: $163,898 for 24 beds, supportive services,
operations, and HM IS to provide transitional housing to homeless (Anaheim)
• Colette's Children's Home: $163,898 for 24 beds, supportive services,
operations, and HMIS to provide transitional housing to homeless (Placentia)
Specific Homeless Prevention Elements
1. Identify actions taken to prevent homelessness.
Fair Housing Council of Orange County ( FHCOC) — Fair Housing
The City of Newport Beach provided financial assistance to continue to provide fair
housing and landlord /tenant mediation to ensure universal access to fair housing to
low and moderate income residents. In addition FHCOC implements the Section 8
program to give priority to households that are at risk of becoming homeless or
currently residing in inadequate housing.
Serving People in Need (SPIN) — Substance Abuse Rehabilitation Program
This program provided access to recovery programs to homeless and low income
individuals who otherwise could not afford such services. The program includes one
month of room and board, counseling, and supplemental services focused on
employment, medical assistance, and legal assistance.
Human Options — Emergency Shelter for Battered Women
The City of Newport Beach provided financial assistance to provide for emergency
shelter, food, clothing, counseling, and legal advocacy to battered women and their
children to ensure availability /accessibility of suitable living environment.
Families Forward — Emergency Shelter and Transitional Housing
The City of Newport Beach provided financial assistance. This program transits
struggling families from crisis to stability and self sufficiency.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 36
54
City of Newport Beach
Please also see the services provided by the Fair Housing Council of Orange
County in the General Narrative, Affirmatively Furthering Fair Housing.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 37
1515
IX. COMMUNITY DEVELOPMENT
50
5-5"
City of Newport Beach
Community Development
1. Assessment of Relationship of CDBG Funds to Goals and Objectives
a. Assess use of CDBG funds in relation to the priorities, needs, goals, and specific
objectives in the Consolidated Plan, particularly the highest priority activities.
b. Evaluate progress made toward meeting goals for providing affordable housing
using CDBG funds, including the number and types of households served.
c. Indicate the extent to which CDBG funds were used for activities that benefited
extremely low- income, low- income, and moderate - income persons.
The primary objective of CDBG Program is the development of viable urban
communities, including decent housing, a suitable living environment and expanding
economic opportunities, principally for persons of low- and moderate - income.
Accordingly, the City of Newport Beach developed a Consolidated Plan — One -Year
Action Plan that gave priority to meeting community housing, public service, fair
housing, public facilities and improvements, ADA Accessibility programs.
Through public meetings, and public hearings, the City provided residents and
service providers an opportunity to help identify the City's major needs and thereby
assist in the establishment of long and short term community development
objectives.
During the 2010 -2011 fiscal year, the City expended CDBG funds in a manner
consistent with meeting the National Objectives of the program. 100% of the CDBG
funds expended were for activities that benefit low to moderate income persons.
The percentage includes Administration and Planning activities:
The following is a list of CDBG public service programs that were implemented
• Fair Housing and Landlord/Tenant Mediation
Community Resource Center
• Emergency /Transitional Housing Shelter
Senior Services
• Substance Abuse Rehab
• Share Our Selves — Free Medical and Dental Services
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 38
Sg
City of Newport Beach
PUBLIC SERVICES
5 -Year Strategy:
Contribute to the well -being of individuals, families, and neighborhoods
Outcome /Objective Planned Activities Performance 2010 2010
Statements Indicator Goals Achievements
General Public Service Programs
Employment and Other Training
Programs
Accessibility I Suitable Food and Essential Services People 100 369
Living Environments
Family Services
Health Services
Youth Services
The following is a list of CDBG housing and capital improvement projects that were
implemented:
• Utility Assessment District Grant Program
• Section 108 Loan Repayment (Balboa Village Improvements)
PUBLIC FACILITIES
5 -Year Strategy:
Provide access to local public facilities that contribute to community and neighborhood
development
Outcome /Objective
planned Activities
Performance
2010
2010
Statements
Indicator
Goals
Achievements
Sustainability I
Section 108 Loan Repayment —
Suitable Living
Balboa Village Improvements
public Facilities
1
1
Environments
2. Changes in Program Objectives
a. Identify the nature of and the reasons for any changes in program objectives and
how the jurisdiction would change its program as a result of its experiences.
The City did not make any changes to its program objectives.
3. Assessment of Efforts in Carrying Out Planned Actions
a. Indicate how grantee pursued all resources indicated in the Consolidated Plan.
b. Indicate how grantee provided certifications of consistency in a fair and impartial
manner.
c. Indicate how grantee did not hinder Consolidated Plan implementation by action
or willful inaction.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 39
159
City of Newport Beach
The City pursued all resources described in the PY 2010 -2011 One -Year Action
Plan. The City provided certifications of consistency upon request to non - profits that
were pursuing activities and projects that worked toward meeting the strategic
objectives and national objectives found in the Consolidated Plan and the Orange
County Housing Authority (OCHA) for its Annual Plan. The City did not hinder the
implementation of any portion of the Consolidated Plan through any action or willful
inaction.
4. For Funds Not Used for National Objectives
a. Indicate how use of CDBG funds did not meet national objectives.
b. Indicate how did not comply with overall benefit certification.
According to the CDBG Grantee Performance Report generated by HUD's
Integrated Disbursement and Information System (IDIS), all CDBG funded activities,
with the exception of administration, fair housing, and Section 108 repayments,
satisfied the Low /Moderate Income National Objective.
In the 2010 -2011 One -Year Action Plan, the City certified that at least 70 percent of
all CDBG funded activities would primarily benefit low and moderate - income
persons. According to the CDBG Financial Summary Report (PR26) generated by
HUD's Integrated Disbursement and Information System (IDIS), 100% of the City's
CDBG expenditures went toward satisfying the national objective of serving persons
of low- and moderate - income.
5. Anti - displacement and Relocation - for activities that involve acquisition,
rehabilitation or demolition of occupied real property
a. Describe steps actually taken to minimize the amount of displacement resulting
from the CDBG- assisted activities.
b. Describe steps taken to identify households, businesses, farms or nonprofit
organizations who occupied properties subject to the Uniform Relocation Act or
Section 104(d) of the Housing and Community Development Act of 1974, as
amended, and whether or not they were displaced, and the nature of their needs
and preferences.
c. Describe steps taken to ensure the timely issuance of information notices to
displaced households, businesses, farms, or nonprofit organizations.
The City did not undertake any CDBG- funded activities that involved acquisition,
displacement or relocation.
6. Low /Mod Job Activities - for economic development activities undertaken where jobs
were made available but not taken by low- or moderate - income persons
a. Describe actions taken by grantee and businesses to ensure first consideration
was or will be given to low /mod persons.
b. List by job title of all the permanent jobs created /retained and those that were
made available to low /mod persons.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 40
O
City of Newport Beach
c. If any of jobs claimed as being available to low /mod persons require special skill,
work experience, or education, provide a description of steps being taken or that
will be taken to provide such skills, experience, or education.
The City did not undertake any CDBG- funded activities using the economic
development or job creation national objective.
Low /Mod Limited Clientele Activities - for activities not falling within one of the
categories of presumed limited clientele low and moderate income benefit
a. Describe how the nature, location, or other information demonstrates the
activities benefit a limited clientele at least 51% of whom are low- and moderate -
income.
The City funded several activities on the basis that at least 51 percent of the
beneficiaries of the service would be of low- or moderate - income. All funded
services that qualified as a Low /Mod Clientele activity either served homeless
persons, who qualify as a presumed benefit sub - population, or verified the income of
the beneficiary upon intake. At least 51 percent of beneficiaries for each CDBG-
funded activity were documented or presumed to be of low- and moderate - income.
8. Program income received
a. Detail the amount of program income reported that was returned to each
individual revolving fund, e.g., housing rehabilitation, economic development, or
other type of revolving fund.
b. Detail the amount repaid on each float- funded activity.
c. Detail all other loan repayments broken down by the categories of housing
rehabilitation, economic development, or other.
d. Detail the amount of income received from the sale of property by parcel.
The City did not receive any CDBG program income in PY 2010 -2011.
9. Prior period adjustments - where reimbursement was made this reporting period for
expenditures (made in previous reporting periods) that have been disallowed,
provide the following information:
a. The activity name and number as shown in IDIS;
b. The program year(s) in which the expenditure(s) for the disallowed activity(ies)
was reported;
c. The amount returned to line -of- credit or program account; and
d. Total amount to be reimbursed and the time period over which the
reimbursement is to be made, if the reimbursement is made with multi -year
payments.
There were no prior period adjustments.
10. Loans and other receivables
a. List the principal balance for each float- funded activity outstanding as of the end
of the reporting period and the date(s) by which the funds are expected to be
received.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 41
01
City of Newport Beach
b. List the total number of other loans outstanding and the principal balance owed
as of the end of the reporting period.
c. List separately the total number of outstanding loans that are deferred or
forgivable, the principal balance owed as of the end of the reporting period, and
the terms of the deferral or forgiveness.
d. Detail the total number and amount of loans made with CDBG funds that have
gone into default and for which the balance was forgiven or written off during the
reporting period.
e. Provide a List of the parcels of property owned by the grantee or its subrecipients
that have been acquired or improved using CDBG funds and that are available for
sale as of the end of the reporting period.
The City did not used CDBG funds for any float- funded activities.
11. Lump sum agreements
a. Provide the name of the financial institution.
b. Provide the date the funds were deposited.
c. Provide the date the use of funds commenced.
d. Provide the percentage of funds disbursed within 180 days of deposit in the
institution.
The City has no lump sum agreements.
12. Housing Rehabilitation - for each type of rehabilitation program for which
projects /units were reported as completed during the program year
a. Identify the type of program and number of projects /units completed for each
program.
b. Provide the total CDBG funds involved in the program.
c. Detail other public and private funds involved in the project.
The City allocated $65,922 for the Utility Connection Grant Program, setting a goal
of existing 7 owner - occupied housing units for the 2010 -2011 program year.
The grant process is divided into three (3) stages:
1) Application Phase — Applicant household submits a program application and
supporting documentation required to establish household and property
eligibility. Household income must not exceed 50% of the area median
income adjusted for household size.
2) Step 1 Documentation — Applicant submits three (3) bids from qualified
contractors for the connection work, a contract agreement with the lowest
bidder, and "before" photos of the areas of the property to be affected.
3) Step 2 Documentation — Submittal of the contractor invoice and the cancelled
check (front and back) to prove payment to the contractor. Additionally, the
Applicant must submit an unconditional lien release and "after" photos of the
areas of the property that were affected.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 42
02
City of Newport Beach
Between July 1, 2010 and June 30, 2011, eight (8) applications were received from
owner- occupants of properties located within the Utility Assessment Districts. The
status of the eight (8) applications is as follows:
0- Step 2 Documentation received and approved (Project Complete)
0- Step 1 Documentation received and approved (Under Construction)
4- Application Submitted and approved (Applicant qualifies for assistance)
2- Application Submitted and determined to be incomplete (Applicant needs to
submit additional information)
2- Application Submitted and denied (Applicant household or property
determined to be ineligible for assistance)
More than six (6) months have elapsed since the four (4) approved applications
were received. Should any of the four (4) previously approved applicants move
forward with the Step 1 document submittals, their household size and income
documentation will need to be updated and a new eligibility determination will need
to be made. The program is currently open to households wishing to apply for
assistance.
The funds have been carried over to the PY 2011 -2012. The City is making efforts to
meet its goals as proposed in the Consolidated Plan during the 2011 -2012 program
year.
13. Neighborhood Revitalization Strategies - for grantees that have HUD - approved
neighborhood revitalization strategies
a. Describe progress against benchmarks for the program year. For grantees with
Federally- designated EZs or ECs that received HUD approval for a neighborhood
revitalization strategy, reports that are required as part of the EZ /EC process
shall suffice for purposes of reporting progress.
The City did not have a Neighborhood Revitalization Strategy Area in PY 2010 -2011.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 43
Os
X. ANTI - POVERTY STRATEGY
04
City of Newport Beach
X. ANTI - POVERTY STRATEGY
Antipoverty Strategy
1. Describe actions taken during the last year to reduce the number of persons living
below the poverty level.
In Program Year 2010 -2011, the City provided CDBG funding to support several
programs to maintain or increase the client's level of self- sufficiency and ability to
escape poverty. The following programs directly assisted low- and moderate - income
persons:
1. Senior Services Home - Delivered Meal Program
2. Human Option /Emergency Shelter for Battered Women
3. Families Forward /Emergency /Transitional Shelter
4. SPIN /Substance Abuse Rehabilitation
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 44
05
XI. NON - HOMELESS SPECIAL
NEEDS
00
City of Newport Beach
Non - homeless Special Needs
1. Identify actions taken to address special needs of persons that are not homeless but
require supportive housing, (including persons with HIV /AIDS and their families).
The City funded a number of programs that address the special needs of persons
that are not homeless but require supportive housing. These programs include:
Age Well Senior Services Home - Delivered Meal Program
Provided home delivered meals to seniors and disabled persons to reduce the
possibility of institutionalization.
Share Our Selves (SOS) — Free Medical and Dental Clinics
Provided primary/urgent care on a daily walk -in basis, chronic care, and specialty
care by appointment to uninsured Orange County residents and patients in the
County MSI Program. This activity provided a service to persons in need of medical
and dental care.
SPIN Substance Abuse Rehabilitation Program
Administered a substance abuse recovery program to help persons regain their self -
sufficiency.
5 -Year Strategy:
Provide quality supportive services so elderly residents can live as independently as possible
Outcome /Objective
Planned Activities
Performance
2010
2010
Statements
General Senior Programs
Indicator
Goals
Achievements
Accessibility /Suitable
Information and Referral Programs
Living Environments
People
100
142
Food and Essential Services
Senior Transportation Services
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 45
07
City of Newport Beach
SPECIAL NEEDS /NON- HOMELESS
5 -Year Strategy:
Help persons with special needs live as independently as possible
Outcome /Objective
Planned Activities
Performance
2010
2010
Statements
Indicator
Indicator
Goals
Achievements
General Public Service Programs
Battered and Abused Spousal
Programs
Accessibility / Suitable
Food & Essential Services
People
100
369
Living Environments
Referral and Case Management
People
7
13
Services
Employment Training and placement
Accessibility / Suitable
for persons with Disabilities
Living Environments
Upgrade Public Facilities with ADA
Public Facilities
0
0
Improvements
Substance Abuse Rehabilitation
People
8
8
Services
PUBLIC SERVICES
5 -Year Strategy:
Contribute to the well -being of individuals, families, and neighborhoods
Outcome /Objective
Planned Activities
Performance
2010
2010
Statements
Indicator
Goals
Achievements
General Public Service Programs
Employment and Other Training
Programs
Accessibility / Suitable
Food and Essential Services
People
100
369
Living Environments
Family Services
Health Services
Youth Services
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 46
02
XII. OTHER NARRATIVE
09
City of Newport Beach
1. Include any CAPER information that was not covered by narratives in any other
section.
Minority Business Enterprise / Women -Owned Business Enterprise (MBE -
WBE)
As an Entitlement recipient of CDBG funds, the City of Newport Beach is required to
provide business opportunities to minority and women -owned businesses in
connection with the activities funded through the CDBG grant. This requirement is
applicable to contracting and subcontracting opportunities funded in whole or in part
with the federal housing and community development assistance provided to the
City as a grantee. OMB Circular A -102 states that "It is national policy to award a
fair share of contracts to small and minority business firms. Grantees shall take
similar appropriate affirmative action to support of women's enterprises and are
encouraged to procure goods and services from labor surplus areas." The Uniform
Administrative Requirements of 24 CFR 85.36(e) require the City to "take all
necessary affirmative steps to assure that minority firms, women's business
enterprises, and labor surplus area firms are used when possible." Further, the City
is required under §570.507(b) - Reports (24 CFR Part 570, CDBG Final Rule) to
submit a report to the U.S. Department of Housing and Urban Development (HUD)
on the City's MBE -WBE contracting and subcontracting activity generated through
the expenditure of HUD funds.
To comply with these requirements, the City includes MBE -WBE firms on its bid
solicitation lists and encourages MBE -WBE firms to compete for CDBG- funded
construction contracts. The City's Economic Development Coordinator ensures that
the Contract - Subcontract Activity Report and the MBE -WBE Summary Report are
submitted to the Los Angeles Field Office of the U.S. Department of Housing and
Urban Development as required.
PY 2010 -2011 Consolidated Annual Performance and Evaluation Report Page 47
70
APPENDICES
71-
APPENDIX "A"
SUMMARY OF ANNUAL
OBJECTIVES
72
City of Newport Beach
HOUSING
5 -Year Strategy: Preserve and improve the existing housing stock and ensure equal access
Summary of Specific Annual Objectives
CPMP Version 2.0
Specific Obj. Outcome /Objective
#
Specific Annual Objectives
Sources of Funds
Performance Indicators
Year
Expected
Number
Actual Percent
Number Completed
DHA Availability/Accessibility Availability/Accessibility of Decent Housing
Section 8 Housing Choice Voucher - Maintain
existing level of Section 8 housing vouchers and
rent - restricted units within the City at risk of
conversion to market rate housing through
refinancing.
Section 8
Housing Units
2010
400
409
102%
2011
400
0%
In -Lieu Fee
2012
400
0%
2013
400
0%
2014
400
0%
MULTI -YEAR GOAL
2000
409
20%
DHA (1)
Housing Rehabilitation Programs & Utility
Connection Programs - Prevent deterioration of
property and provide financial assistance for
repair, rehabilitation, and utility underground
hook -ups to low- and moderate - income
households.
CDBG
Housing Units
2010
7
underway
0%
2011
5
0%
2012
3
0%
2013
3
0%
2014
3
0%
MULTI -YEAR GOAL
21
0
0%
Fair Housing Program - Ensure universal
access to fair housing choice within the City.
CDBG
People
2010
200
160
80%
2011
200
0%
2012
200
0%
2013
200
0%
2014
200
0%
MULTI -YEAR GOAL
1000
160
16%
�3
City of Newport Beach
CPMP Version 2.0
HOUSING
5 -Year Strategy: Expand the supply of affordable rental and homeownership housing opportunities
Summary of Specific Annual Objectives
Specific Obj. Outcome /Objective
#
Specific Annual Objectives
Sources of Funds
Performance Indicators
Year
Expected
Number
Actual Percent
Number Completed
DH -2 Affordability of Decent Housing
Acquisition of Affordability Covenants on
2010
0
0%
Rental Properties - Expand the supply of
In -Lieu Fee
2011
0
0%
housing units affordable to low- and
moderate - income within the City.
Housing Units
2012
0
0%
2013
22
0%
2014
12
0%
DH
MULTI -YEAR GOAL
34
0
0%
-2 (1)
Construction of Multi - Family Affordable
2010
01
0%
Housing Units - Increase supply of housing
Density Bonus
2011
0
0%
units affordable to low- and moderate-
income households through new
construction.
Housing Units
Tax Credits
2012
0
0%
2013
0
o
0 /o
2014
68
0%
State HOME
MULTI -YEAR GOAL
68
01
0%
�4
City of Newport Beach
CPMP Version 2.0
SENIOR SERVICES
5 -Year Strategy: Provide quality supportive services so elderly residents can live as independently as possible
Summary of Specific Annual Objectives
Specific Obj. Outcome /Objective
#
Specific Annual Objectives -7
Sources of Funds
Performance Indicators
Year
Expected
Number
Actual Percent
Number Completed
SL -1 Availability/Accessibility Availability/Accessibility of Suitable Living Environment
Improve supportive services for elderly
2010
100
142
142%
residents through:
CDBG
2011
100
0%
SL -1 (1)
- General Senior Programs
- Information and Referral Services
- Food and Essential Services
People
2012
100
0%
2013
100
0%
2014
100
0%
- Senior Transportation Services
MULTI -YEAR GOAL
500
142
28.4%
�5
City of Newport Beach
SPECIAL NEEDS /NON- HOMELESS
5 -Year Strategy: Help persons with special needs live as independently as possible
Summary of Specific Annual Objectives
CPMP Version 2.0
Specific Obj. Outcome /Objective
#
Specific Annual Objectives
Sources of Funds
Performance Indicators
Year
Expected
Number
Actual Percent
Number Completed
SLA Availability/Accessibility Availability/Accessibility of Suitable Living Environment
Increase services to low- and moderate - income
persons with special needs through:
- Battered and Abused Spousal Programs
- Food and Essential Services
- Referral and Case Management Services
- Employment Training and Placement of
Persons with Disabilities
CDBG
People
2010
7
13
186%
2011
7
0%
2012
7
0%
2013
7
0%
2014
7
0%
MULTI -YEAR GOAL
35
13
37.1%
SLA (2)
Upgrade Public Facilities with ADA Improvements -
Increase accessibility of persons with disabilities to
public facilities.
CDBG
Public Facilities
2010
0%
2011
0%
2012
0%
2013
1
0%
2014
1
0%
MULTI -YEAR GOAL
2
0
0.0%
Substance Abuse Rehabilitation Services - Increase
supportive services for persons suffering from
substance abuse.
CDBG
People
2010
8
8
100%
2011
8
0%
2012
8
0%
2013
8
0%
2014
8
1 0%
MULTI -YEAR GOAL
401
81
20.0%
70
City of Newport Beach
[C111:114:11MMI01 oil :I ARM 11Iy
CPMP Version 2.0
5 -Year Strategy: Support a continuum of services in support of the City's and County's effort to end homeless and
assist in improving the quality of life for persons with HIV /AIDS
Summary of Specific Annual Objectives
Specific Obj. Outcome /Objective
#
Specific Annual Objectives
Sources of Funds
Performance Indicators
Year
Expected
Number
Actual Percent
Number Completed
SL -1 Availability/Accessibility Availability/Accessibility of Suitable Living Environment
Preserve the supply of emergency and transitional
housing, increase supportive services for persons
2010
100
144
144%
living with HIV /AIDS, and improve services for
CDBG
homeless persons and prevent those at -risk of
2011
100
0%
homelessness through:
- Homeless Prevention Programs
People
2012
100
0%
SL -1 (3)
- Transitional Housing
Emergency Shelter to Victims of Domestic
Violence
2013
100
0%
- Transitional Housing and Support Services for
Victims of Domestic Violence
F2014
100
0%
Case Management and Other Services
MULTI -YEAR
GOAL
500
144
77
City of Newport Beach
PUBLIC SERVICES
5 -Year Strategy: Contribute to the well -being of individuals, families, and neighborhoods
Summary of Specific Annual Objectives
CPMP Version 2.0
Specific Obj. Outcome /Objective
#
Specific Annual Objectives -7
Sources of Funds
Performance Indicators
Year
Expected
Number
Actual Percent
Number Completed
SL -1 Availability/Accessibility Availability/Accessibility of Suitable Living Environment
Provide and improve public services to low-
2010
100
369
369%
and moderate - income persons through:
- General Public Services
CDBG
2011
100
0%
2012
100
0%
Employment and Other Training Programs
People
SL -1 (4)
- Food and Essential Services
- Family Services
2013
100
0%
2014
100
0%
- Health Services
MULTI -YEAR GOAL
500
369
73.8%
72
City of Newport Beach
CPMP Version 2.0
PUBLIC FACILITIES
5 -Year Strategy: Provide access to local public facilities that contribute to community and neighborhood development
Summary of Specific Annual Objectives
Specific Outcome /Objective
Sources of Funds
Performance Indicators
Year
Expected
Actual Percent
Obj. # Specific Annual Objectives
Number
Number Completed
SL -3 Sustainability of Suitable Living Environment
Repayment Section 108 Loan / Balboa Village
2010
1
1
100%
Improvements - Preserve community
CDBG
2011
1
0%
infrastructure in order to eliminate blight,
2012
1
0%
blighting influences, and prevent deterioration
Public Facility
SL -3 1 )
�
of property. The improvements will stimulate
2013
1
0%
future economic investments and create a
2014
1
0%
suitable living environment.
MULTI -YEAR GOAL
5
1
20.0%
�9
APPENDIX "B"
CPMP PROJECT SUMMARIES
Ro
Grantee Name: City of Newport Beach
Project Name:
CDBG Administration
Description:
I JIDIS Project u: 2010 -01 UOG code: ICA62454 NEWPORT BEACH
This project provided for the overall administration of the CDBG Program, to include:
preparation and submission of the Annual Action Plan and the CAPER, IDIS data input, provision
of technical assistance, monitoring of all projects, and overall fiscal management.
Location:
Priority Need Category
City of Newport Beach
3300 Newport Blvd.
Newport Beach, CA 92658
Select one:
I Manning /Mmn'sne n
Explanation:
Expected Completion Date:
The goal of the City's CDBG program is to prance decent housing, housing
choice, suitable living environment and economic opportunity for all
residents, businesses and visitors. Staff responsible for CDBG
administration work towards these endeavors.
6/30/2011
0 Decent Housing
• Suitable Wing Environment
O Economic Opportunity
Specific Ob ectin es
Outcome Categories
0 Avallab irty /Mcs.16i ity
❑Affordability
0 Sustalnabildy
1 Improve the.. for bw/mod orators person, �
2.
3
as
_ C
u
Apl. Type: W
¢m
Program Year 1
Proposed
N/A
Acconp. Ty e: p V
Program Year 4
Proposed
Underway
Underway
complete
complete
NApaxopl.
y _
p
E
'o E
Type; W
Program Year 2
Proposed
A¢pnpl. Type; W
Program Year 5
Proposed
underway
underway
Complete
Complete
6 u
QUnderway
Accanpl. Type:
Program Year 3
Proposed
Accono. Type: V
Con Plan Period
Proposed
Underway
Complete
Complete
Proposed Outcome
Performance Measure
Actual
Outcome
Access to decent housing and
suitable living environment
National Objective: N/A
see Individual CDBG Project
2IA Gene rl Proprem Mmintslospor SM .206 V Matrix Catl¢
Mods Codes . %1,11 -cafe
MMr Cores . �latrir Cores
,y
1
Y
rEp
G
6
Coal w
Proposed Amt.
5601285
Fund Saunas'. w
Proposed Amt.
Actual Amount
560,285
Actual Amount
Fund Source'. ,
Proposed Amt.
Fund Source, ,
Proposed Amt.
Actual Amount
Actual Amount
Aatgllyd, Type: six
Proposed Units
N/A
Armmpl, Type: V
Proposed Units
Actual Units
N/A
Actual Units
AcrosAd. Type: W
Proposed Units
Aummpl. Type: V
Proposed Units
Actual Units
Actual Units
N
Y
E
m
G
4
CDBG ,
Proposed Amt
Furl Source: ,
Proposed Amt.
Actual Amount
Actual Amount
FuM Foxes. V
Proposed Amt.
FuM Source: V
Proposed Amt.
Actual Amount
Actual Amount
>coampl. Type: V
Proposed Unitz
Aaompl. Type: V
Proposed Units
Actual Units
Actual Units
4Rompl. Tyl V
Proposed Units
Bcompl. Type: V
Proposed Units
Actual Units
Actual Units
m
Y
E
m
O
Il
CDBG ,
Proposed Amt.
FuM Somce: ,
Proposed Amt.
Actual Amount
Actual Amount
Fund Silures:
Proposed Amt
Pond Silures: ,
Proposed Amt.
Actual Amount
Actual Amount
ACCompl, Type: V
Proposed Units
Accorpl. Type; V
Proposed Units
Actual Units
Actual Units
AcmmpL Type: v
Proposed Units
AcmmpL Type; .
Prop osed Units
Actual Units
Actual Units
V
O
E
n
P
O
S
CDBG V
Proposed Amt
Fund source: V
Proposed Amt.
Actual Amount
Actual Amount
Fu M source:
Proposed Amt.
Food source:
Proposed Amt.
Actual Amount
Actual Amount
Acaornpl. Type: V
nits
Proposed U.
Acoynpl Type: V
Proposed Units
Actual Units
Actual Units
AcmmpL Type: t
Proposed Units
Meempl. Type: t
Proposed Units
Actual Units
Actual Units
m
v
E
A
m
O
y
CDBG .
Proposed Amt
FurN Source: iii,
Proposed Amt.
Actual Amount
Actual Amount
Omer V
Proposed Amt
Furst Source: W
Proposed Amt.
Actual Amount
Actual Amount
Acepro. Type: v
Proposed units
Accompl, Type; V
Proposed Units
Actual Units
Actual Units
Armmpl. Type;
Proposed Units
AcmmpL Type W
Proposed Units
Actual Units
Actual Units
L
22
cp�e vemon 20 Grantee Name: City of Newport Beach
Project Name:
Fair tlouls Council O.C.: Fair HOUSin Services
Description:
xoxs vrojeR x: 2010 -02
uoo code: CA62454 NEWPORT BEACH
The project provided fair housing education, counseling, and enforcement services to current
or potential Newport Beach residents, coupled with landlord /tenant counseling services. These
services Impacted and benefited target CDBG areas and the e#remely -low to moderate
income population.
Location:
Priority Need Category
Fair Housing Council of orange
County
201 South Broadway
Santa Ana, CA 92701
Select one:
nanreryAmnmurabpn
Explanation:
Expected completion Date:
Low - income and special needs persons often have limited
resources to address any landlord /tenant concerns, or other issues
that affect their housing. Providing access to fair housing services
improves housing choice, ensures decent housing and a more
suitable living environment.
6/30/2011
Ngplape a ory
•parent Housing
O Suitable living Environment
O Economic Oppoprimb
I
Specific Objectives
Outcome Categories
Ia Availability/Aco sibllity
OAROrdebllity
Cl Suslalnabllity
1 Impr. asses to aRmsable rental lousing V
s,
2'
3i V
sw7
C
j d
01 People V
Program Year l
Proposed
200
01 Pea le V
Program Year 4
Proposed
Underway
Underway
complete
160
Complete
NOl
O E
F E
People V
Program Year 2
Proposed
at people V
Program Year 5
Proposed
Underway
Underway
complete
complete
D. $
IS
01 People
Program Year 3
Proposed
Armrlppl. rrce:
Con Plan Period
Proposed
Underway
Underway
complete
complete
Proposed Outcome
Performance
Measure
Actual
Outcome
Accessibility for the purpose of
providing decent affordable
housing
National Objective: N/A
DH -1 Availability /Accessibility
21D Nor NODUn2NIIi(subject to 20% Admor cap) 570.201 V IMavv Caries V
Mrt4 Caries
V
MaLix Code, as
Mahix Cade,
is
slat, codes V
,y
W
or
m
ap
D
d
coat
V
Proposed Amt.
$11,185
Fund Sou" V
Prop osetl Amt.
Actual Amount
511,178
Actual Amount
poll, V
Proposed Amt.
56,115
Fund Souce V
Proposed Amt.
Actual Amount
Actual Amount
01 People V
Proposed Units
Kmmd. type: v
Proposed Units
Actual Units
Actual Units
Mcomd. Type: V
Proposed Units
�'000
LrCuri, Type: v
Proposed Units
Actual Units
Actual Units
W
E
T
D
6
W
Proposed Amt.
Fund fence: W
Proposed Amt.
Actual Amount
Actual Amount
oplg V
Proposed Amt.
=und 5ow[e. V
Proposed Amt.
Actual Am OUnt
Actual Amount
011 Peace w
Proposed Units
/ytampl, Type: v
Proposed Units
Actual Units
nits
M[DmdType: v
Proposed Units
Ar[Dmd. type: V
Units
Actual Units
nits
Y
R01
T
D
d
- -
V
Proposed Amt.
Fund Sourc, '. V
Proposed Amt.
Actual Amount
mount
Over V
Proposetl A2
Fund Source'. V
Amt.
Actual Amount
mount
People V
Proposed Units
Kmmd. 'vpe'. t
Proposed Units
Actual Units
Actual Units
utomd. Type: V
Proposed Units
Kmmd. TYpe'. �
Proposed Units
Actual Units
Actual Units
Ypaper
E
P
O
6
Pro po s t. etl Am
Fund Source W
Proposed Amt.
Actual Amount
Actual Amount
Proposed Amt.
Fund Source:
Proposed Amt.
Actual Amount
Actual Amount
01 People sr
Proposed Units
x[omd, type: ,
Proposed Units
Actual Units
Actual Units
/+,c nd. Type: v
Proposed Units
p¢ome, Type: •
Proposed Units
Actual Units
lActual Units
ga
yProposed
E
le
D1
D
G
_..
V
Proposed Amt.
Fund source: sin
Proposed Amt.
Actual Amount
Actual Amount
Amt.
Fund Sconce: v
Proposed Amt.
Actual Amount
Actual Amount
01 people �
Proposed Units
pxomd. ryce: V
Proposed Units
Actual Units
Actual Units
Kcomd. type:
Proposed Units
A¢Dmd. Type V
Proposed Units
Actual Units
Actual Units
22
clno v —'e.n Grantee Name: City of Newport Beach
Project Name:
Human O Lions: Communit Resource Center
Description:
xDls Project yf: 2010-03 UOG Code: CA62454 NEWPORT BEACH
This project provided a wide variety of counseling and educational programs to help victims and
their family members deal with the effects of domestic violence. CDBG funds were be used to
pay for a portion of the salaries of staff who provide counseling and case management services.
Location:
Priority Need category
Community Resource Center
5560 Tali Road
Select One:
—_
Public sent!'
Irvine, CA 92620
Explanation:
Expected Completion Date:
Victims of domestic violence who flee their abuser often need confidential
support services and housing. Many victims flee an abusive situation
without the resources (food, clothing, etc.) necessary to support
6/30/2011
bjectim, Lategon,
O Decent reeng
themselves. This can often lead to homelessness.
• SUtmble Uvl,g Environment
National Ob)ective Otani., LMC 570.208(a)(2)(i)(A)
O Ecowmic Opportunity
Specific Obje<tivaz
Outcome Categories
1�lmpros Us Service, for domed.imme persons
(aAvalbbllity /Accessibility
❑Affordability
2
31,
OSiaturabllity
or
01 People V
Proposed
J
0l people
Proposed
Underway
Underway
_ c
V
Program Year 1
Program Year 4
Complete
13
Complete
=A
V M
o ^E
01 Petite
Pro ram Year 2
Proposed
Ol people
Program Year 5
Proposed
Underway
Underway
Complete
Complete
a u
QUnderway
0l People
Proposed
A®m,. Type:
Proposed
Underway
complete
complete
Program Year 3
Con Plan Period
Proposed
Outcome
Performance Measure
Actual
Outcome
Accessibility for the purpose of
People
SL -1 Avallabllity/Accessibility
creating suitable living environment
0% rtateredan AOUwd Spouses 570.20u.) . Mal[Coani
Mali Cods, as Matrix Co0.c
Mali Codes Manx Code,
N
C00G V
Proposed Amt.
$4,600
Fund scarce:
Proposed Amt.
Actual Amount
$2,719
Actual Amount
W
A
Otter V
Proposed Amt.
$408,698
Fund SOUrte'.
Proposed Amt.
Actual Amount
Actual Amount
01 People V
Proposed Units
]
fvtompr Type.
Proposed Units
Actual Units
13
Actual Units
P
D 0
spox,. Type: ,
Proposed Units
prom,. Type:
Proposed Units
Actual Units
Actual Units
tV
m9O V
Proposed Amt.
Fund source: V
Proposed Amt.
Actual Amount
Actual Amount
E
Omer W
Proposed Amt
FuM source: t
Proposed Amt.
Attual Amount
Actu m
al Aount
01 Pence .
Proposed Units
A
s par,. Type; v
Proposed Units
Actual U_- nits
Actual Units
or
O
a
p¢oinp. Type: V
Proposetl Units
gr<om,. TM: �
Proposed Units
Actual units
Actual Units
no
O)8(' V
Proposed Amt.
Fund source: V
Proposed Amt.
Actual Amount
Actual Amount
E
N
OIM V
Proposed Amt.
Fund S,NR; V
-
Proposed Amt.
Actual Amount
Actual Amount
01 People
Proposed Units
A®m,. Type; sr
Proposed Units
Actual Units
Actual Units
P
O2
M
L(mm,.T Ypa:
Proposed Units
Pass
pmm,. Type:
Proposed units
Pose
Actual Units
Actual Units
a
C013G V
Proposed Amt
Pood sour[!: W
Proposed Amt.
Actual Amount
Actual Amount
E
N
Old ,
Proposed Amt
Fund Source: .
Proposed Amt.
Actual Amount
Actual Amount
01 people V
Proposed Units
,00Ppl, Type; V
Proposed Units
Actual Units
Actual Units
P
O
A.
Arcom, Type: V
Proposed Units
A..d i Type: ,
Proposed Units
Actual Units
Actual Units
gt
CDI$ V
Proposed Amt
Fund stands: W
Proposed Amt.
Actual Amount
Actual Amount
E
N
off. ,
Proposed Amt
Fun pM,; V
Proposed Amt.
Actual Amount
Actual Amount
Ol Penple V
Proposed Units
A¢an,. Type:
Proposed Units
Actual Units
Actual Units
P
O
a
Attom,. Type: V
Proposed Units
AROm,. Type; V
Proposed Units
Actual Units
Actual Units
�J
compwllr�Ip Grantee Name: City of Newport Beach
Project Name:
1 Families Forward: Transitional Housin Pro ram
Description:
xoxs vroject x: 2010 -04 uoG Co.d: CA62454 NEWPORT BEACH
The Transitional Housing program assisted homeless families to regain stability and self sufficiency. The target
population was homeless families with children. The program provided case management and supportive
services to households residing in Families Forward transitional housing units. CDBG fonds were used to pay
for a portion of the salary of a case manager.
Location:
Priority Need Category T
Families Forward
92211rvine Blvd.
Irvine, CA 92616
Select One:
Nato services
Explanation:
Expected Completion Date:
Provide needed services for low /mod Income persons by preserving the
supply of emergency and transitional units and those at risk of homeliness.
National Objective Citation: LMC 570.208(a)(2)(i)(A)
6/30/2011
biattive Category
O Decent Housing
• suitable Living Environment
O ECOnomk Opportunity
specific .0 inches
outcome Categories
0AVailabilityJA¢essibildy
[]Akaddblliry
C!Secainablity
1Increase the number 0 boneless persom moving into permanent house, �
2 frprw2 the and. b evens. persons
3
in
0
01 Pal •
Program Year 1
Proposed
100
01 people •
Program Year 4
Proposed
underway
Underway
complete
144
complete
N
Fso A
^ E
Aral Type:
Program Year 2
ProDosetl
at People
Program Year 5
Proposed
Underway
Underway
complete
complete
6 Y
QUnderway
ACC,rM. Type: •
Program Year 3
Proposed
Aaae 1. Type: •
Con Plan Period
Proposed
Underway
Complete
Complete
Proposed
Outcome
Performance Measure
Actual
Outcome
Accessihility for the purpose of
creating suitable living enemoment
People
SL -1 Availability /AClessibility
05 MAC$m(ces(General $N.201(e) • Maple Codes
M,dx Codes V Mims Corks
Means Codes • Marti. Cadet
a
N
N01
m
O
G
mar V
Proposed Anot
$10,000
FuM $,oxen: V
Proposed Amt.
Actual Amount
$10,000
Actual Amount
OIL, •
Proposed Amt.
$1,104,907
Fund Scvrce: ,
Proposed Amt.
Actual Amount
Actual Amount
people •
Proposed Units
100
Annorp. Type: •
Proposed Units
Actual Units
144
Actual Units
Aroarl T,M: •
Prep osetl Units
Ado me, Type; V
Proposed Units
Actual Units
Actual Units
N
AsF
E
M
DI
O
G
coal •
Prop osetl Amt.
Flrtl yyQ: V
Proposed Amt.
Actual Amount
Actual Amount
fold sou¢:
Proposed Amt.
Fund sou¢:
Proposed Amt.
Actual Amount
Actual Amount
01 people V
Proposed Units
Ana 1. Type; V
Proposed Units
Actual Units
Actual Units
Appanp. Type: •
Proposed Units
ApnmP, Type; V
Proposed Units
Actual Units
Actual Units
m
0
i
E
O
G
Coll •
Proposed Amt.
Fund 5otxm •
mt
Proposed A.
Actual Amount
Actual Amount
Fund Soon e: •
Proposed Amt
Fund Eoerce •
Proposed Amt.
Actual Amount
Actual Amount
Ol People
Provosetl Units
A ®. Type, •
Proposed Units
Actual Unks
Actual Units
Apparel Type: •
Proposed Units
ACConlpl. Type; V
Proposetl Units
Actual Units
Actual Units
a
E
2
O
d
coal •
Proposed Amt.
puM SMM, •
Proposed Amt.
Actual Amount
Actual Amount
cater •
Proposed Amt
"rW Sawry •
Proposed Amt.
Actual Amount
Actual Amount
01 People t
Proposed Units
Around. Type: •
Proposed Units
Actual Units
Actual Units
AmmyR Tyce; V
Proposed Units
Anmel Type: •
Proposed Units
Actual Units
Actual Units
N
E
DI
O
G
COBG V
Proposed Amt
Fund Source: v
Proposed Amt.
Actual Amount
Actual Amount
Gal, •
Proposed Amt
rung paUce •
PrOP052tl Amt.
Actual Amount
Actual Amount
at People
Proposetl Units
A¢omq. Type: •
Proposed Units
Actual Units
Actual Units
Anordic Type: •
Proposed Units
Appamp. Type; •
Proposed Units
Actual Units
Actual Units
24
iK'.�
cow, I p Grantee Name: City of Newport Beach
Project Name:
A e Well Senior Services: Home Delivered Meals
Description:
loxs Projac[n: 2010 -OS
oca code: ICA62454 NEWPORT BEACH
Age Well Senior Services provided home - delivered meals to homebound senior citizens (62
years or older) who were uanble to prepare meals for themselves due to age, illness, or
disability. CDBG funds were used to pay for a portion of the salary of home - deliverd meal staff.
Location:
Priority Need category
Age Well Senior Services, Inc.
24300 El Taro Read, Suite 2000
Laguna Woad., CA 92637
Select One:
FuxK SIMCP V
Explanation:
Expected Completion Date:
Homebound seniors often have difficulty preparing nutritiously appropriate
meals for themselves. Home delivered numbers meals enables homebound
seniors to remain in their homes, avoid being institutionalized, and creates
a more suitable living environment.
National Objective Citation: LMC 570.208(a)(2)(i)(A)
6/3012011
rve Lablos,
O Decent Horan
• Suitable UVing Enarnaem
O Economic OpParbmity
Specific Objectives
Outcome Categones
MAVaiiability/Accassiblliry
❑Afordability
O Sponalrabllity
1 Iapmve the Sernas for bw /moo rcome oertam
_
2'
3
N
u
01 Purple
Pro g ram Year 1
Proposed
300
Ol Peopk V
Program Year 4
Proposed
Underway
Underway
complete
142
complete
N y
Yr _
a
o E E
01 People
Program Year 2
Proposed
Ot Peose
Program Year 5
Proposed
Underway
Underway
Complete
complete
6 u
aUnderway
Ol people W
Program Year 3
Proposed
Appeals. Type: W
Con Plan Period
Proposed
Underway
Complete
Complete
Proposed Outcome
Performance Measure
Actual
Outcome
Accessibility for the purpose of
creating suitable living environment
People
SL -1 Availability/Accessibility
OM Sersor Sponges S70.211(e) as
Penn, Codes
Mmir Cods
Mersv codes
MffiIe Cade,
se
Nanli Codes
s
as
E
a
OI
O
0.
Col
W
Proposed Amt.
520,000
Fund Soune. V
Proposed Amt.
Actual Amount
520,000
Actual Amount
C, V
Proposed Amt
51,552,940
Fund Sapa< ,
Proposed Amt.
Actual Amomt
Actual Amount
01 People ,
Proposed Units
100
Appeal. Talrc r
Proposed Units
Actual Units
142
Actual Units
P¢nmpl, Type '. v
Proposed Units
Paomp. TVre ip
Proposed Units
Actual Units
Actual Units
M
al
E
al
01
1
mBG
w
Proposed Amt.
Fund Souse: V
Proposed Amt.
Actual Amount
Actual Amount
Me V
Proposed Amt
Pond Sourte
Proposed Amt.
Actual Amount
Actual Amount
01 People ,
Proposed Units
A¢oapl. TL:.: r
Proposed Units
Actual Units
Actual Units
AaoW, Type: V
Proposed Units
Actors. T,pv ile
Proposed Units
Actual Units
Actual Units
no
y
A
In
A
mBO
V
Proposed Amt
Fund Souse: V
Proposed Amt.
Actual Amount
Actual Amount
Od¢+ V
Proposed Am[,
curd 5awtt: w
Proposed Am[.
Aomal Amount
Actual Amount
01 Al le V
Proposed Units
Accoms Type, w
Proposed Units
Actual Units
Actual Units
Ktpmq. TVre:
Proposetl Units
P2pmpl. TYpe'
Proposed Units
Actual Units
Actual Units
V
y
E
C
1
CDgg
"
Proposed Amt
Fund$Ounce, ,
Proposed Amt.
Actual Amour[
Actual Amount
other .
PropoSed Amt-
Fund Snug,,
Propo.etl Am[.
Actual Amount
Actual Amount
or People v
Proposetl Units
Atmap. TIM V
Proposed Units
Actual Units
Actual Units
—all. Type. -
Proppsed Units
Adol Type: ♦
Proposed Units
AQU.I Units
Actual Units
N
E
an
0
G
coal
,
Proposed Amt
said Spacer V
Proposed Amt.
Actual Amount
Actual Amount
other ,
Proposed Amt-
Ful Source ,
Proposed Amt.
Actual Amount
Actual Amount
Ol Purple
Proposetl Units
Anal, Type,
Proposetl Un its
Actual Units
Actual Units
06Aapl. Tyre'.
Proppsed Units
A¢pnall. Type: .
Proposed Units
AT1ual Units
Actual Units
iK'.�
IN
come v—larr 11 Grantee Name: City of Newport Beach
Project Name:
Servin Peo le In Need 'SPIN':
Substance Abuse Treatment Program SARP
Description:
xos vrojeR x: 2010 -06
uol code: CA62454 NEWPORT BEACH
SARP provided access to recovery programs for homeless and low- income individuals who couldnot
otherwise afford treatment. Case management included: counseling, supplemental employment
services, medical assistance, and legal assistance. CDBG funds were used to pay for operational
cost.
Location:
Priority Need category
Serving People In Need (SPIN)
151 Kalmus, H -2 S
Costa Mesa, CA 92626
Select One:
PuDnr Semces
Explanation:
Expected Completion Date:
Homeless and low - income people often do not have sufficient income to
participate In substance abuse treatment programs to help in their recovery.
SARP Increases the access to such programs for homeless and low - Income
persons suffering from substance abuse.
National Objective Citation: LMC 570.208(a)(2)(l)(A) &(8)
6/30/2011
r e ve ory
I * Parent Housing
• Suitable Living Environment
O Economic Opportunity
I
Sim ific Objectives
Outcome Categories
OAVallabllity /Accesaltfty
OAlfotdaWltty
❑Sece1nabilly
I Improve the services far usinw rnmme pe6ons
2. Fad chronic homelessness
3
N
_ c
N
01 People V
Program Year 1
Proposed
8
01 people V
Program Year 4
Proposed
Underway
Underway
complete
8
complete
N N
W D.
o E
01 People w
Program Year 2
Proposed
01 Rvpk
Pro ram Year 5aaasax
Proposed
Underway
Underway
Complete
Complete
6 u
QUnderway
O] PNple v
Program Year 3
Proposed
gttppte, Type: V
Can Plan Period
Proposed
Untlerway
Complete
Complete
Proposed Outcome
Performance Measure
Actual
Outcome
Accessibility for the purpose of
creating suitable living environment
People
SL -1 Availability /Accesslbility
05F SgMUrce Ateea Serecas 570.203(e) V
Mabu Corks al,
Mawr 0006
V
'Nade 0006 V
Nabq f006
rr
Me on Cod6 W
ri
Ar
E
M
OI
O
4
coal
V
Proposed Amt.
$10,000
Fund Souxe: V
Prop osetl Amt.
Actual Amount
$10,000
Actual Amount
Dapper er
Proposed Amt.
$44],]23
Fort Space: V
Proposed Amt.
Actual Amount
Actual Amount
01 people V
Proposed Units
8
W.V. Type: �
Proposed Units
Actual Units
8
Actual Units
Apon, Type: t
Proposed Units
Attempt, Type: v
Proposed Units
Actual Units
Actual Units
tV
0
E
R
Ca
O
S
e0al
,
Prop osetl Amt.
Fond Suite: V
Proposed Amt.
Actual Amount
Actual Amount
older W
Proposed Amt
Pond SOUSE: ss
Proposed Amt.
Actual Amount
Actual Amount
01 People V
Proposed Units
Arompl. I,,: V
Proposed Units
Actual Units
Actual Units
Aaompl. Type: sr
Proposetl Units
Aerams. Type: .
Proposetl Units
Actual Units
Actual Units
pl
y
>
A
it
1
cost
W
Proposed Amt.
Fund Soace: .
Proposed Amt.
Actual Amount
Actual Amount
OIAy six
Proposed Amt
Fund Soi V
Proposed Amt.
Actual Amount
Actual Amount
01 People V
Proposed Units
Attome. Type: t
Proposed Units
Actual Units
Actual Units
A ®mpl. Type: t
Proposed Units
Ac ompl. Type: ar
Proposed Units
Actual Units
Actual Units
V
Y
}
E
O
G
coal
,
Proposed Amt.
FuM source: V
Proposed Amt.
Actual Amount
Actual Amount
v
Proposed Amt.
"ad Space .
Proposed Amt.
Actual Amount
Actual Amount
01 People
Proposetl Units
gcmmP. Type:
Proposed Units
Actual Units
Actual Units
A®rap, Type: V
Proposed Units
Attains,. Type: V
Proposed Units
Actual Units
Actual Units
N
Y
Y
E
R
CP
O
G
C000
Proposetl AmL
Fund Sourte: t
Proposed Amt.
Actual Amount
Actual Amount
Plrer
Pro posed Amt.
For, Stan,,, ,
Proposed Amt.
Actual Amount
Actual Amount
gt People V
Proposed Units
P¢ompl. Tyce:
Proposetl Units
Actual Units
Actual Units
raGOmq. Type: sr
Proposetl Units
N P p. Typo:
Proposetl Units
Actual Units
Actual Units
IN
Grantee Name: City of Newport Beach
Pro'ett name:
Share Our Selves SOS :SOS Free Medical and Dental Clinics
oescdpUOn: Lots Project u: 2o10 -m uos code: CA62454 NEWPORT BEACH
Share Our Selves provided primary /urgent care on a daily walk -in basis, chronic care, and specialty care by
appointment to UNSdred Orange County residents and patients in the County MSI Program. In addition, SOS
provided bridge medical are to patients who qualified for medical Insurance programs and were waiting to
be placed In an appropriate medial home or who would not qualify but who resided far from SOS and
therefore needed to establish a medical home closer to home. Full scope primary care /urgent care clinics
was a commitment to true open access for those lacking a more traditional medical home.
Location:
Priority Need Category
Share our selves
15505uperior Avenue
Costa Mesa, CA 92627
Select One:
Poo" Semces t
Explanation:
Expected Completion Date:
Provide free medial and decal Care to unlsured low /mod Income persons.
National Objective Citation: _MC 570.208(0)(2)(1)(6)
6/30/2011
r I ve egory
I Orecnt Housing
• Subtle Living Environment
O Eciocmic OppartunV
5 eci(c Objectives
1lmprose all Ranges run 1pwymod lrcame persons •
Outcome Categories
D Availability/Attessiblliry
(3AffordaNUN
Osusralnaladty
_
2
3
in
_ c
D
at People •
Pro ram Year 1
Proposed
100
Aosmi Type: •
Program Year 4
Proposed
Underway
Underway
complete
369
Complete
O L
o U a
f
Accuse. Type: •
Program Year 2
Proposed
Aboural. Tyce: •
Program Year 5
Proposed
Underway
Underway
= let"
cam let"
O v
<
Ac[anAN. Type: •
Program Year 3
Proposed
ARgnpl. Type; •
Con Plan Period
Proposed
Underway
Underway
cam late
cam let"
Proposed
Outcome
Performance Measure
Actual
Outcome
Arressibdity fin-the purpose of
creating suitable living environment
people
SL -1 Availabi0ty /ACCessbility
OS Pose: Smisom (GNregi) 5M.MU.) • Marro Cade!
Nes'CO0es • Maros Codes
Mans Cads • Malnv Catl6
ti
YOder
E
N
Or
O
d
6pgr •
Proposed Amt
$9,000
Fund Source: •
Pro osetl Amf.
Actual Amount
$9,000
Actual Amount
•
Proposed Amt.
$3,701,276
Fund Source: •
Pro osed amt.
Actual Amount
Actual Amount
01 People •
Proposed Units
100
Aaonp. Type: •
Proposed Units
Actual Units
369
Actual Units
A¢amp, Type; •
Proposetl Units
A[rgnp, Type: •
Proposed Units
Actual Units
Actual Units
rV
N
E
M�
Or
O
y`
Coati •
Proposed Amt
"no Source; •
Proposed Amt.
Actual Amount
Actual Amount
other •
Pra osed Am
F ". Source: •
gc(gI1p. Typl: •
Proposed Amt.
Ar[ual Amount
Actual Amount
Proposed Units
Ol people •
Proposed Units
Actual Units
Actual Units
AtcpnW. Type; •
Units
Ae[Tlpl. type: •
Proposed Units
Actual
Actual l Units Units
Actual Units
in
W
E
M
Gi
O
A.
tiK •
Proposed Amt
FuM 5Wrt6: •
Proposed Amt.
Actual Amount
Actual Amount
Other •
Proposed Amt
Fund Semou •
Proposed Amt.
Actual Amount
Actual Amount
01 ri •
Proposed Units
Acelso. Typo; •
Proposed Units
its
Actual Units
smi Type: •
Units
Accanpl. Type: •
Proposed Units
its
Actual Units
F
ii� Si
O
0
Q.
•
Amt.
Furst Seur¢: •
Proposed Amt.
mount
Actual Amount
Other •
Amt.
rung SWKe: •
Proposetl Amtmount
Actual Amount
Ol Pwple •
Proposed Units
A( ,Type: •
Proposed Units
Actual Units
Actual Units
Arcane. Iypn: •
Proposed Units
Acrei Type: •
Proposed Units
Actual Units
Actual Units
in
E
O
P
O
d
6C(' •
Proposed Amt
Fund Selves: •
Proposed Amt.
Actual Amount
Actual Amount
Oter •
Proposed Amt.
Fund SWrt¢: •
Proposed Amt.
Actual Amount
Actual Amount
m People •
Proposed Units
knomp. I,,: •
Proposed Units
Actual Units
Actual Units
Accarp. I,,: •
Proposed Units
jProposed Units
Actual Units
lActual Units
27
CPMP ve,ibn 2 Grantee Name: City of Newport Beach
Project Name:
1 Section 10B Loan Rea ment
Description:
Io15 Vraje.t n: 2010 -OB UOGCOde: ICA62454 NEWPORT BEACH
Funds were used t0 repay the City's Section 108 Loan. The loan was used to partially fund public
Improvements to the Balboa Target Area totaling $8 million. The scope of work Included the Balboa Village
Pedestrian and Strestscape Plan, Street Improvements to Balboa Blvd., Pier Parking Lot, Pier Plaza, and Lot A
connecting access to Main Street.
Location:
I Priority Need Category
LMA - Census Tract 62800.1
Select one:
'eae Fe: er°
Explanation:
Expected Completion Date:
Targeted areas within Balboa Village were detonating. To eliminate the
blight, blighting influences and prevent further detonation, the City used
COBG funds to make necessary improvements to the target areas. The
improvements will stimulate future economic investment and provide a
more suitable living environment.
National Objective Citation: LAC 570.208(a)(1)
6/30/2011
lec ve causnory
O Desert Housing
• Surable Living Environment
O EmromiC Opportunity
Specific Objectives
Outcome Categories
O Availability/ACasslbllity,
❑Affordability
Osustalnabiuty
1 i. Lnprwe qualdy I increase pwory of pudic r opla ements b bwv income persons V
2impoe quvty /increase consul 0 esploorland Faclues krbWinceme peesens aa
3 V
x
_ c
W L
I l Public Fa0iNes
Program Year 1
Proposed
1
ll PUplic Fadlipa
Pro arm Year 4
Proposetl
unaerwav
underwav
Complete
i
Complete
Nt
o °
D ^E
it PUBIC FaOlipss V
Pro ram Year 2
Proposetl
It PUSt Fxlldks
Program Year 5
Proposed
underway
underway
Complains
complete
M u
a
11 Ppslc Faplroes w
"
Program Year 3
proposed
A®mpl. Type: V
Con Plan Period
11PL_.ned
underway
underway
completer
1conoplate
Proposed
Outcome
Performance Measure
Actual
Outcome
Accessibility for the purpose of
meaning suitable living environments
Public Facility
SL -3 Sustalnability
19F Pained gepaylrent m Sern. 108 Loan Prloopel w Mamr Codes w
Malys Godes . Mabia Cxi! V
•r:r.1 Codes V Mari Codes er
,y
n
W
E
on
O
d
CDBG V
Proposed Amt
$199,346
Fund Source:
Proposed Amt.
Actual Amount
$199,345
Actual Amount
Fund Source: V
Proposed Amt
Funtl Source:
Proposed Amt.
Actual Amount
Actual Amount
t1 post Faci t
Proposed Units
1
Acromq. Type:
Proposed units
Actual Units
1
Actual Units
Abzi TypC V
Proposed Units
p®,qp, Type;
Proposed Units
Actual Units
Actual Units
n
A
d
i4
on
O
d
CUM ,
Proposed Amt.
Fund So,na: W
Proposed Amt.
Actual Amount
Actual Amount
Fund Source: IF
Proposetl Amt
Fund Source:
Proposed Amt.
Actual Amount
Actual Amount
11 PudlC FaCilin? W
Proposed Units
Hrompi TYM' V
Proposed Units
Actual Units
Actual Units
AsLglyl, Type: V
Proposed Units
pC[0mp1. Type: W
Proposed Units
Actual Units
Actual Units
M
W
F
Ca
O
CDBG
Proposetl Amt
Fwd gurbat V
Proposed Amt.
ax
Actual Amount
Actual Amount
Fund SFoi t
Pposetl Amt
roctual
Fund Source:
Proposed Amt.
A Amount
Actual Amount
11 pudlC FdOFpe. V
Proposetl Units
P[romq. Type:
Proposed Units
Actual Units
Actual Units
i
K�ompl. ine:
Proposed Units
nip. Yoe:
Arop T ,
Proposed Units
Actual Units
Actual Units
V
NFund
E
N
on
0
y
CDaG W
i Proposetl Amt
and Soya: V
Proposed Amt.
ax
Actual Amount
Actual Amount
Soma: V
Proposed Amt
Fxs l,unc ,
Proposed Amt.
Actual Amount
Actual Amount
Il RGYk Fa,Hlis..
Proposed Units
Azashx. Typr- ,
Proposed Units
jActual Units
Actual Units
Acm!!al, Type. V
I Proposed Units
Am", Type w
Proposed Units
Actual Units
Actual Units
p1
N
E
N
OI
O
d
CDBir ,
Proposed Amt
FuM Soul ,
Proposed Amt.
Actual Amount
Actual Amount
Fund So.mi t
Proposed Amt
Fvtl Sounal 1
Proposed Amt.
Actual Amount
Actual Amount
Il Pugk Faculae
Proposed Units
Ababi Tpc[-
Proposed Units
Actual Units
Actual Units
nonam , Typi: V
Proposed Units
Kmmpr Type
Proposetl Units
Actual Units
Actual Units
22
Grantee Name: City of Newport Beach
�oAssessment
Project Name:
Utllit District Grant Program
Description: IJIDIS
Project an 2010 -09 1 UOG Code: ICA62454 NEWPORT BEACH
This project will help to provide financial assistance to the impacted low- and moderate- income owner - occupants
located within proposed utility undergrounding Assessment Districts in the City of Newport Beach. In order to reduce
the financial burden of an Assessment District, the City proposes a grant program to cover a portion of the cost of
utility hook -ups to owner - occupants within the District(s). Households that cannot afford to make the necessary hook-
ups after utilities have been undergrounded will be left without electricity, thereby creating a health and safety
concern for the City. City expects to assist 7 or more low- and moderate- income owner-occuidants with under roue
Location:
Priority Need Category
City of Newport Beach
3300 Newport Blvd.
Select one:
Owne, ampxa eoes,w V
Newport Beach, CA 92658
LMC
explanation:
Provide financial assistance to low /moderate income households for utility
hook -ups which will Improve the basic utility services of their homes.
National Objective Citation: LMC 570.268(a)(3)
Expected Completion Date:
6/30/2011
e Dry
• Decent Mousing
O Suitable Us, Environment
O ECOnomk Opporhavy
Specific objectives _
Outcome Categories
1 Improve the quality of owner nn., V
(3 Availability/ACcessibilby
2 V
❑ARndabildy
C Sudalnability
3 V
Ie NWSIng ON% V
Proposed
7
V
Proposed
a
c
Underway
4
Underway
_
O
Program Year 1
Program Year 4
Complete
Complete
W L
r,
Proposed
r,
Proposed
underway
Underway
u °
o E
Pro ramYear 2
Program Year 5
Complete
Complete
r,
Proposed
r,
vroposea
Underway
QUnderway
complete
complete
Pro ram Year 3
Can Plan Period
Proposed Outcome
Performance
Measure
Actual Outcome
Accessibility for the purpose of
Housing Units
Di Avallability /Accessibility
providing decent housing
M rkMb. SYek-Utt aesiOPSBI SMM V .Means Codes V
Mabel Coda V Canes t
_Mater
IMrtlz CUtles er Mace Codes er
.[
Opal w
Proposed Amt.
$65,922
er Proposed
a
Actual Amount
Am
q
Actual
Yaced
source .
Proposed Amt.
I Proposed
Actual Amount
Am
Actual
E
16 Housing Units W
Proposed Units
7
Proposed
Actual Units
Uni[
C
Actual
M
A[empl. Type: V
Proposed Units
Proposed
Actual Units
Unit
Actual
ry
Fond ScN[el V
Proposed Amt.
V Proposed
Actual Amount
Am
q
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0
Nom Source v
Proposed Amt
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n
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Ti q,
Proposed Units
er Proposed
Actual Units
Uni[
pl
Actual
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1
Attempt, Type: V
Proposed Units
Proposed
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Uni[
fiord sours: V
Proposed Amt.
Proposed
m
Actual
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Am
M
land source: r7
Proposed Amt.
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Actual Amount
Am
E
R
Acmmld. Type: V
Proposed Units
e, Proposed
Actual Units
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Proposed Units
V Proposed
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Unit
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Proposed Amt.
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Proposed Amt.
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V Propasea
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a
APPENDIX "C"
PROOF OF PUBLIC NOTICE
90
PUBLIC NOTICE
NOTICE OF PUBLIC HEARING AND PUBLIC REVIEW PERIOD
CITY OF NEWPORT BEACH
DRAFT CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
FISCAL YEAR 2010 -2011
Notice is hereby given that the City of Newport Beach, California has prepared the draft Consolidated
Annual Performance and Evaluation Report (CAPER) for the Fiscal Year, beginning July 1, 2010, and
ending June 30, 2011, as required by the U.S. Department of Housing and Urban Development. A copy
of the CAPER will be available for public review from August 29, 2011 to September 13, 2011.
PUBLIC HEARING: In addition, the Newport Beach City Council will hold a public hearing to review
comments received on the draft CAPER at the following date, time, and location:
Date: September 13, 2011
Time: 7:00 PM
Location: City Council Chambers, 3300 Newport Boulevard, Newport Beach, CA
DESCRIPTION: The draft CAPER provides a detailed account of how the City of Newport Beach utilized
its Community Development Block Grant (CDBG) and other funds in Fiscal Year 2010 -2011 to pursue the
strategies, goals, and objectives proposed in the City's 2010 -2011 One Year Action Plan and how well
the City addressed the housing and community development needs identified in the City's 2010 -2014
Consolidated Plan.
PURPOSE: The purpose of the Public Hearing for the CAPER is to allow the public the opportunity to
comment on the manner in which the City utilized federal and non - federal funds for the one -year period
that ended on June 30, 2011.
REVIEW OF THE CAPER DOCUMENT: Copies of the draft CAPER will be available for public review
and comment from August 29, 2011, to September 13, 2011 at the following locations:
City Clerk's Office: City of Newport Beach, 3300 Newport Blvd., Newport Beach, CA
Community Development Dept: City of Newport Beach, 3300 Newport Blvd., Newport Beach, CA
Central Library: 1000 Avocado Avenue, Newport Beach, CA
Questions and written comments regarding the draft CAPER may be addressed to James Campbell,
Principal Planner, at 3300 Newport Boulevard, Newport Beach, CA 92663. You may also call (949) 644-
3210 with any questions concerning the above documents.
ACCESSIBILITY TO MEETINGS AND DOCUMENTS: It is the objective of the City to comply with,
Section 504 of the Rehabilitation Act of 1973, as amended, the Americans with Disabilities Act (ADA) of
1990 and the ADA Amendment Act of 2008, the Fair Housing Act, and the Architectural Barriers Act in all
respects. If you require public documents in an accessible format, the City will make reasonable efforts to
accommodate your request. If you require a disability - related accommodation to attend or participate in a
hearing or meeting, including auxiliary aids or services, please contact the City Clerk's Office at least 48
hours prior to the meeting at (949) 644 -3005.
Leilani I. Brown, City Clerk
City of Newport Beach
Publish: Daily Pilot, August 27, 2011
91
APPENDIX "D"
MAP
92
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13th St ffialboa BlvdJAdams StMest Ocean Front
Assessment District 103
SUBall3oa Bivd_ EJChannel Rd- iOcean Blvd. "ea3t
Proposed Underground o , ow �.OT
Assessment & Utiiiity Districts Iee`
94
APPENDIX "E"
IDIS REPORTS
1. HUD GRANTS AND PROGRAM INCOME REPORT (PRO 1)
2. CDBG ACTIVITY SUMMARY REPORT (PR03)
3. SUMMARY OF CONSOLIDATED PLAN PROJECTS (PR06)
4. SUMMARY OF ACCOMPLISHMENTS (PR23)
5. CDBG FINANCIAL SUMMARY (PR26)
95
IDIS U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 8 /2 212 01 1
OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT TIME: 8:28:18 pm
PR01 - HUD Grants and Program Income PAGE: 111
GRANTEE TOTALS $10,011,662.00 $0.00 $10,011,661.20 $9,902,480.53 $0.80 $109,181.47
1/1
Amount
Program Fund Type Grant Number
Authorized
Suballocated
Committed to
Net Drawn
Available to
Available to
Amount
Amount
Activities
Amount
Commit
Draw
CDBG EN B89MC060546
$423,000.00
$0.00
$423,000.00
$423,000.00
$0.00
$0.00
890MC060546
$406,000.00
$0.00
$406,000.00
$406,000.00
$0.00
$0.00
B91 MC060546
$453,000.00
$0.00
$453,000.00
$453,000.00
$0.00
$0.00
B92MC060546
$469,000.00
$0.00
$469,000.00
$469,000.00
$0.00
$0.00
B93MC060546
$472,000.00
$0.00
$472,000.00
$472,000.00
$0.00
$0.00
B94MC060546
$513,000.00
$0.00
$513,000.00
$513,000.00
$0.00
$0.00
B95MC060546
$534,000.00
$0.00
$534,000.00
$534,000.00
$0.00
$0.00
B96MC060546
$520,000.00
$0.00
$520,000.00
$520,000.00
$0.00
$0.00
B97MC060546
$515,000.00
$0.00
$515,000.00
$515,000.00
$0.00
$0.00
B98MC060546
$492,000.00
$0.00
$492,000.00
$492,000.00
$0.00
$0.00
B99MC060546
$495,000.00
$0.00
$495,000.00
$495,000.00
$0.00
$0.00
BOOMC060546
$498,000.00
$0.00
$498,000.00
$498,000.00
$0.00
$0.00
BO1MC060546
$518,000.00
$0.00
$518,000.00
$518,000.00
$0.00
$0.00
B02MC060546
$490,000.00
$0.00
$490,000.00
$490,000.00
$0.00
$0.00
B03MC060546
$426,000.00
$0.00
$426,000.00
$426,000.00
$0.00
$0.00
B04MC060546
$437,000.00
$0.00
$437,000.00
$437,000.00
$0.00
$0.00
B05MC060546
$412,233.00
$0.00
$412,233.00
$412,233.00
$0.00
$0.00
B06MC060546
$373,292.00
$0.00
$373,292.00
$373,292.00
$0.00
$0.00
B07MC060546
$370,332.00
$0.00
$370,332.00
$370,332.00
$0.00
$0.00
BO8MC060546
$355,659.00
$0.00
$355,659.00
$355,659.00
$0.00
$0.00
B09MC060546
$357,354.00
$0.00
$357,354.00
$357,354.00
$0.00
$0.00
B10MC060546
$385,189.00
$0.00
$385,188.20
$276,007.53
$0.80
$109,181.47
$9,915,059.00
$0.00
$9,915,058.20
$9,805,877.53
$0.80
$109,181.47
CDBG -R EN B09MY060546
$96,603.00
$0.00
$96,603.00
$96,603.00
$0.00
$0.00
$96,603.00
$0.00
$96,603.00
$96,603.00
$0.00
$0.00
GRANTEE TOTALS $10,011,662.00 $0.00 $10,011,661.20 $9,902,480.53 $0.80 $109,181.47
1/1
IDIS - PR02
REPORT FOR CPD PROGRAM CDBG, CDBG -R
PGM YR 2010
Funding Agency: NEWPORT BEACH
Plan Year IDIS Project Project
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
List of Activities By Program Year And Project
NEWPORT BEACH,CA
IDIS Activity Name
Activity ID
Activity
Status
Program
Funded Amount
DATE:
TIME:
PAGE:
Draw Amount
08 -22 -11
20:35
1
Balance
2010
2
CDBG ADMINISTRATION
197 CDBG ADMINISTRATION
Open
CDBG
$60,285.00
$40,635.00
$19,650.00
Project Total
$60,285.00
$40,635.00
$19,650.00
3
FAIR HOUSING SERVICES
198 FAIR HOUSING COUNCIL O.C.: FAIR HOUSING
Open
CDBG
$11,185.00
$6,379.09
$4,805.91
SERVICES
Project Total
$11,185.00
$6,379.09
$4,805.91
4
HUMAN OPTIONS: COMMUNITY RESOURCE
199 HUMAN OPTIONS: COMMUNITY RESOURCE CENTER
Open
CDBG
$4,600.00
$2,259.39
$2,340.61
CENTER
Project Total
$4,600.00
$2,259.39
$2,340.61
5
FAMILIES FORWARD: TRANSITIONAL HOUSING
200 FAMILIES FORWARD: TRANSITIONAL HOUSING
Open
CDBG
$10,000.00
$10,000.00
$0.00
PROGRAM
Project Total
$10,000.00
$10,000.00
$0.00
6
AGE WELL SENIOR SERVICES: HOME DELIVERED
201 AGE WELL SENIOR SERVICES: HOME DELIVERED
Open
CDBG
$20,000.00
$15,000.00
$5,000.00
MEALS
MEALS
Project Total
$20,000.00
$15,000.00
$5,000.00
7
SERVING PEOPLE IN NEED (SPIN): SUBSTANCE
202 SERVING PEOPLE IN NEED (SPIN): SUBSTANCE ABUSE
Open
CDBG
$10,000.00
$7,538.80
$2,461.20
ABUSE
TREATMENT PROGRAM
Project Total
$10,000.00
$7,538.80
$2,461.20
8
SHARE OUR SELVES (SOS): FREE MEDICAL AND
203 SHARE OUR SELVES (SOS): FREE MEDICAL AND
Open
CDBG
$9,000.00
$0.00
$9,000.00
DENTAL CLINICS
DENTAL CLINICS
Project Total
$9,000.00
$0.00
$9,000.00
9
SECTION 108 LOAN PAYMENTS
204 SECTION 108 LOAN REPAYMENT
Open
CDBG
$199,346.00
$199,345.05
$0.95
Project Total
$199,346.00
$199,345.05
$0.95
10
UTILITY ASSESSMENT DISTRICT GRANT
205 UTILITY ASSESSMENT DISTRICT GRANT PROGRAM
Open
CDBG
$65,922.00
$0.00
$65,922.00
PROGRAM
Project Total
$65,922.00
$0.00
$65,922.00
Program Total
CDBG
$390,338.00
$281,157.33
$109,180.67
2010 Total
$390,338.00
$281,157.33
$109,180.67
Program Grand Total
CDBG
$390,338.00
$281,157.33
$109,180.67
Grand Total
$390,338.00
$281,157.33
$109,180.67
97
PS�,4E NT p�
y a* �Il�gl
zaL9 II�II�II
BqH DEO'
PGM Year: 1994
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2010
NEWPORT BEACH
Project: 0002 - CONVERTED CDBG ACTIVITIES
IDIS Activity: 2 - CDBG COMMITTED FUNDS ADJUSTMENT
Status: Open
Location:
Initial Funding
Financing
Funded Amount:
Drawn Thru Program Year:
Drawn In Program Year:
Proposed Accomplishments
Annual Accomplishments
Year # Benefitting
01/01/0001
3,159,877.80
3,159,877.80
0.00
Accomplishment Narrative
Objective:
Outcome:
Matrix Code: Public Facilities and Improvement
Description:
FUNDS DRAWN DOWN THROUGH LOCCS.
Date: 27- Aug -2011
Time: 15:51
Page: 1
National Objective:
PGM Year:
2009
Project:
0001 - CDBG ADMINISTRATION
IDIS Activity:
186 - CDBG ADMINISTRATION
Status: Completed
Location: CITY OF NEWPORT BEACH 3300 NEWPORT BLVD
NEWPORT BEACH, CA 92658
Initial Funding
Financing
Funded Amount:
Drawn Thru Program Year:
Drawn In Program Year:
Proposed Accomplishments
Annual Accomplishments
Year # Benefitting
12/05/2009
60,269.00
60,269.00
13,787.52
Accomplishment Narrative
Objective:
Outcome:
Matrix Code: General Program Administration National Objective:
Description:
PROVIDE OVERALL ADMINISTRATION OF THE CDBG PROGRAM, TO INCLUDE: PREPARE
AND SUBMIT ANNUAL ACTION PLAN AND CAPER, IDIS DATA INPUT, PROVIDE TECH.
ASSISTS., MONIORING, FISCAL MGMNT.
PGM Year:
2009
Project:
0002 - FAIR HOUSING SERVICES
IDIS Activity:
187 - FAIR HOUSING SERVICES
Status: Completed
Location: FAIR HOUSING COUNCIL OF ORANGE COUNTY 201
SOUTH BROADWAY SANTA ANA, CA 92701
Initial Funding
Financing
Funded Amount:
Drawn Thru Program Year:
Drawn In Program Year:
Proposed Accomplishments
Annual Accomplishments
Year # Benefitting
12/05/2009
11,185.00
11.185.00
2,298.55
Accomplishment Narrative
Objective:
Outcome:
Matrix Code: Fair Housing Activities (subject to National Objective:
Description:
PROVIDE FAIR HOUSING (FHS) EDUCTION, COUNSELING, AND ENFORCEMENT
SERVICES TO NEWPORT BEACH RESIDENTS, COUPLED WITH LANDLORDTENANT
(LTM)COUNSELING SERVICES.
1 ST QTR FHS 59 LTM 0
100
PGM Year: 2009
Project: 0003 - HUMAN OPTIONS: COMMUNITY RESOURCE CENTER
MIS Activity: 188 - HUMAN OPTIONS
Status: Completed Objective: Create suitable living environments
Location: Address Suppressed Outcome: Availability /accessibility
Matrix Code: Battered and Abused Spouses
Initial Funding
12/05/2009
Financing
Total
Funded Amount:
5,064.00
Drawn Thru Program Year:
5,064.00
Drawn In Program Year:
1,219.91
Proposed Accomplishments
0 0
People (General) : 10
0
Actual Accomplishments
0 0
Number assisted:
0
White:
Black/African American:
Asian:
American Indian /Alaskan Native:
Native Hawaiian /Other Pacific Islander:
American Indian /Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian /Alaskan Native & Black /African American:
Other multi - racial:
Asian /Pacific Islander:
Hispanic:
Total:
Female- headed Households:
Income Category
National Objective: LMC
Description:
PROVIDE COUNSELING AND EDUCATIONAL PROGRAMS TO HELP VICTIMS AND THEIR
FAMILY MEMBERS DEAL WITH THE EFFECTS OF DOMESTIC VIOLENCE.
Owner
Renter
Renter
Total
Person
Total Hispani
Total Hispani
Total
Hispanic
Total Hispanic
0 0
0 0
0
0
15 2
0 0
0 0
0
0
1 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
16 2
0
0
0
101
Owner
Renter
Total
Person
Extremely Low
0
0
0
11
Low Mod
0
0
0
3
Moderate
0
0
0
0
Non Low Moderate
0
0
0
2
101
Total 0 0 0 16
Percent Low /Mod 87.5%
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
2009 16 1st QTR - 6 unduplicated clients served reciving crisis intervention, trauma counseling and personal empowerment education.
2nd QTR - 1 unduplicated client served reciving crisis intervention and legal advocacy.
3rd QTR - 5 unduplicated clients served.
4th QTR - 4 unduplicated clients served.
Total of 16 unduplicated clients served during FY 2009 -2010.
102
PGM Year: 2009
Project: 0004 - FAMILIES FORWARD: TRANSITIONAL HOUSING
Owner
Renter
Total
Person
Extremely Low
IDIS Activity: 189 - FAMILIES FORWARD
0
0
107
Low Mod
0
0
Status: Completed
18
Objective:
Create suitable living environments
0
0
26
Location: 9221 Irvine Boulevard Irvine, CA 92618 -1645
0
Outcome:
Availability /accessibility
0
Matrix Code:
Public Services (General) (05)
National Objective: LMC
Initial Funding 12/05/2009
Description:
Financing
TRANSITIONS FAMILIES STRUGGLING FROM CRISIS
TO STABILITY
AND SELF
SUFFICIENCY. TARGETS HOMELESS PERSONS WITH
CHILDREN.
Funded Amount: 10,064.00
Drawn Thru Program Year: 10,064.00
Drawn In Program Year: 0.00
Proposed Accomplishments
People (General) : 80
Actual Accomplishments
Owner
Renter Total
Person
Number assisted:
Total
Hispani
Total Hispani Total Hispanic
Total Hispanic
White:
0
0
0 0 0
0
100
38
Black/African American:
0
0
0 0 0
0
21
0
Asian:
0
0
0 0 0
0
1
0
American Indian /Alaskan Native:
0
0
0 0 0
0
0
0
Native Hawaiian /Other Pacific Islander:
0
0
0 0 0
0
8
0
American Indian /Alaskan Native & White:
0
0
0 0 0
0
0
0
Asian White:
0
0
0 0 0
0
3
0
Black/African American & White:
0
0
0 0 0
0
6
0
American Indian /Alaskan Native & Black /African American:
0
0
0 0 0
0
0
0
Other multi - racial:
0
0
0 0 0
0
12
0
Asian /Pacific Islander:
0
0
0 0 0
0
0
0
Hispanic:
0
0
0 0 0
0
0
0
Total:
0
0
0 0 0
0
151
38
Female- headed Households:
Income Category
0 0 0
103
Owner
Renter
Total
Person
Extremely Low
0
0
0
107
Low Mod
0
0
0
18
Moderate
0
0
0
26
Non Low Moderate
0
0
0
0
103
Total 0 0 0 151
Percent Low /Mod 100.0%
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
2009 151 1 st Qtr. - Families Forward assisted 87 unduplicated persons moving them from crisis towards stabiity and self- sufficiency.
2nd Qtr. - 30 unduplicated persons were assisted.
3RD Qtr. - 9 unduplicated persons were assisted.
4th Qtr. - 25 unduplicated persons were assisted.
Total of 151 unduplicated persons were assisted during FY 2009/2010.
104
PGM Year: 2009
Project: 0005 - SOUTH COUNTY SENIOR SERVICES: HOME DELIVERED MEALS
IDIS Activity: 190 - SOUTH COUNTY SENIOR SERVICES
Status: Completed
Objective:
Create suitable living environments
Location: SOUTH COUNTY SENIOR SERVICES 24300 EL TORO
Outcome:
Availability /accessibility
ROAD SUITE 2000 LAGUNA WOODS, CA 92637
Matrix Code:
Senior Services (05A)
Initial Funding
12/05/2009
Financing
Total
Funded Amount:
28,414.00
Drawn Thru Program Year:
28,414.00
Drawn In Program Year:
8,401.46
Proposed Accomplishments
0 0
People (General) : 140
0
Actual Accomplishments
0 0
Number assisted:
0
White:
Black/African American:
Asian:
American Indian /Alaskan Native:
Native Hawaiian /Other Pacific Islander:
American Indian /Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian /Alaskan Native & Black /African American:
Other multi - racial:
Asian /Pacific Islander:
Hispanic:
Total:
Female- headed Households:
Income Category
National Objective: LMC
Description:
PROVIDE HOME DELIVERED MEALS TO HOMEBOUND SENIOR CITIZENS 62AND OVER
WHO ARE UNABLE TO PREPARE MEALS DUE TO AGE, ILLNESS, OR DISABILITY.
Owner
Renter
Renter
Total
Person
Total Hispani
Total Hispani
Total
Hispanic
Total Hispanic
0 0
0 0
0
0
143 4
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
143 4
0
0
0
105
Owner
Renter
Total
Person
Extremely Low
0
0
0
60
Low Mod
0
0
0
39
Moderate
0
0
0
26
Non Low Moderate
0
0
0
18
105
Total 0 0 0 143
Percent Low /Mod 87.4%
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
2009 143 1st QTR - 99 unduplicated seniors served - 14,097 meals were delivered.
2nd QTR - 8 unduplicated seniors were served - 13,161 meals were delivered.
3rd QTR -15 unduplicated seniors were served - 11,865 meals were delivered.
4Th QTR - 21 unduplicated seniors were served - 9,516 meals were delivered.
100
PGM Year: 2009
Project: 0006 - SERVING PEOPLE IN NEED (SPIN): SUBSTANCE ABUSE
IDIS Activity: 191 - SERVING PEOPLE IN NEED (SPIN)
Status: Completed Objective: Create suitable living environments
Location: SERVING PEOPLE IN NEED (SPIN) 151 KALMUS H -2 Outcome: Availability /accessibility
S COSTA MESA, CA 92626 Matrix Code: Substance Abuse Services (05F)
Initial Funding
12/05/2009
Financing
Total
Funded Amount:
10,064.00
Drawn Thru Program Year:
10,064.00
Drawn In Program Year:
1,975.41
Proposed Accomplishments
0 0
People (General) : 8
0
Actual Accomplishments
0 0
Number assisted:
0
White:
Black/African American:
Asian:
American Indian /Alaskan Native:
Native Hawaiian /Other Pacific Islander:
American Indian /Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian /Alaskan Native & Black /African American:
Other multi - racial:
Asian /Pacific Islander:
Hispanic:
Total:
Female- headed Households:
Income Category
National Objective: LMC
Description:
PROVIDE RECOVERY PROGRAMS FOR HOMELESS AND LOW- INCOME PERSONSWHO
CANNOT AFFORD TREATMENT. CASE MANAGEMENT INCLUDES COUNSELING, MEDICAL
ASSISTANCE, LEGAL AIDE, EMPLOYMENT SERVICES
Owner
Renter
Renter
Total
Person
Total Hispani
Total Hispani
Total
Hispanic
Total Hispanic
0 0
0 0
0
0
10 3
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
10 3
0
0
0
2O7
Owner
Renter
Total
Person
Extremely Low
0
0
0
10
Low Mod
0
0
0
0
Moderate
0
0
0
0
Non Low Moderate
0
0
0
0
2O7
Total 0 0 0 10
Percent Low /Mod 100.0%
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
2009 10 1ST QTR - 3 UNDUPLICATED PERSONS SERVED
2ND QTR - 1 UNDUPLICATED PERSONS SERVED
3RD QTR - 4 UNDUPLICATED PERSONS SERVED
4TH QTR - 2 UNDUPLICATED PERSONS SERVED
TOTAL FY 200912010: 10 Unduplicated Persons Served
I:
PGM Year: 2009
Project:
IDIS Activity:
Status:
Location:
Initial Funding
Financing
0007 - ADA SIDEWALK IMPROVEMENTS
192 - ADA SIDEWALK IMPROVEMENTS
Completed
CITY OF NEWPORT BEACH
92636
12/07/2009
Funded Amount: 54,759.00
Drawn Thru Program Year: 54,759.00
Drawn In Program Year: 6,741.55
Proposed Accomplishments
Public Facilities: 1
Total Population in Service Area: 17,222
Census Tract Percent Low / Mod: 34.10
Objective: Create suitable living environments
NEWPORT BEACH, CA Outcome: Availability /accessibility
Matrix Code: Sidewalks (03L) National Objective: LMA
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
Description:
PROVIDE ADA ACCESSIBILITY IMPROVEMENTS, TO INCLUDE CURB CUTS AND RAMPS
THROUGHOUT ELIGIBLE CDBG TARGET AREAS
2009 1st. Qtr - Public Works Dept. is currently developing the construction specifications for the bidding process.
2nd Qtr. - Public Works Dept. went through the bidding process. City will be awarding a contract early next quarter.
3rd Qtr. - Project under construction.
4th Qtr. - Project completed.
4th Qtr. - Project completed during the month of June 2010.
Zo9
PGM Year:
2009
Project:
0008 - SECTION 108 LOAN PAYMENTS
IDIS Activity:
193 - SECTION 108 LOAN PAYMENT
Status: Completed
Location: CITY OF NEWPORT BEACH 3300 NEWPORT BLVD
NEWPORT BEACH, CA 92658
Initial Funding
Financing
Funded Amount:
Drawn Thru Program Year:
Drawn In Program Year:
Proposed Accomplishments
Annual Accomplishments
Year # Benefitting
12/05/2009
197,534.65
197,534.65
0.00
Accomplishment Narrative
Objective:
Outcome:
Matrix Code: Planned Repayment of Section National Objective:
Description:
PAYMENT ON SECTION 108 LOAN. FUNDS WERE USED FOR IMPROVEMENTS TO BALBOA
VILLAGE PEDESTRIAN AND STREETSCAPE PLAN, STREET IMPROVEMENTS ON BALBOA
BLVD., PIER PARKING LOT, PIER PLAZA
110
PGM Year: 2010
Project:
0002 - CDBG ADMINISTRATION
IDIS Activity:
197 - CDBG ADMINISTRATION
Status:
Open
Location:
40,635.00
Initial Funding
10/07/2010
Financing
Funded Amount:
60,285.00
Drawn Thru Program Year:
40,635.00
Drawn In Program Year:
40,635.00
Proposed Accomplishments
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
Objective:
Outcome:
Matrix Code: General Program Administration National Objective:
Description:
This project provides for the overall administration of the CDBG Program, to include: Preparation
and submission of the Annual Action Plan and the CAPER, IDIS data input, provision of technical
assistance, monitoring of all projects, and overall fiscal management.
111
PGM Year: 2010
Project: 0003 - FAIR HOUSING SERVICES
IDIS Activity: 198 - FAIR HOUSING COUNCIL O.C.: FAIR HOUSING SERVICES
Status: Open
Location:
Initial Funding
Financing
Funded Amount:
Drawn Thru Program Year:
Drawn In Program Year:
Proposed Accomplishments
Annual Accomplishments
Year # Benefitting
Objective:
Outcome:
Matrix Code: Fair Housing Activities (subject to National Objective:
10/07/2010 Description:
This activity provides fair housing education, counseling, and enforcement services to current or
11,185.00 potential Newport Beach residents, coupled with landlordtenant counseling services. These
services impact and benefit target CDBG areas and the extremely -low to moderate - income
6,379.09 population.
6,379.09
Accomplishment Narrative
112
PGM Year: 2010
Project: 0004 - HUMAN OPTIONS: COMMUNITY RESOURCE CENTER
IDIS Activity: 199 - HUMAN OPTIONS: COMMUNITY RESOURCE CENTER
Status: Open Objective: Create suitable living environments
Location: 5540 Trabuco Rd Irvine, CA 92620 -5744 Outcome: Availability /accessibility
Matrix Code: Battered and Abused Spouses
Initial Funding
10/07/2010
Financing
Total
Funded Amount:
4,600.00
Drawn Thru Program Year:
2,259.39
Drawn In Program Year:
2,259.39
Proposed Accomplishments
0 0
People (General) : 7
0
Actual Accomplishments
0 0
Number assisted:
0
White:
Black/African American:
Asian:
American Indian /Alaskan Native:
Native Hawaiian /Other Pacific Islander:
American Indian /Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian /Alaskan Native & Black /African American:
Other multi - racial:
Asian /Pacific Islander:
Hispanic:
Total:
Female- headed Households:
Income Category
National Objective: LMC
Description:
This program provides a wide variety of counseling and educational programs to help victims and
their family members deal with the effects of domestic violence. CDBG funds will be used to pay
for a portion of the salaries of staff who provide counseling and case management services.
Owner
Renter
Renter
Total
Person
Total Hispani
Total Hispani
Total
Hispanic
Total Hispanic
0 0
0 0
0
0
11 1
0 0
0 0
0
0
1 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
1 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
13 1
0
0
0
11 3
Owner
Renter
Total
Person
Extremely Low
0
0
0
10
Low Mod
0
0
0
0
Moderate
0
0
0
3
Non Low Moderate
0
0
0
0
11 3
Total 0 0 0 13
Percent Low /Mod 100.0%
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
2010 13 1st. Qtr. 4 unduplicated clients were provided with individual and family counseling services.
2nd. Qtr. 4 unduplicated clients were provided with individual and family couneling services.
3rd Qtr. 2 unduplicated clients were provided with individual and family counseling services.
4th Qtr. 3 unduplicated clients were provided with invidual and family counseling services.
A total of 13 unduplicated persons were assisted during the FY and a total of 50 client contacts.
z14
PGM Year: 2010
Project: 0005 - FAMILIES FORWARD: TRANSITIONAL HOUSING
IDIS Activity: 200 - FAMILIES FORWARD: TRANSITIONAL
HOUSING PROGRAM
Status: Open
Objective:
Create suitable living environments
Location: 9221 Irvine Blvd Irvine, CA 92618 -1645
Outcome:
Availability /accessibility
Matrix Code:
Public Services (General) (05)
National Objective:
LMC
Initial Funding 10/07/2010
Description:
Financing
This program
assists homeless families to regain stability and self sufficiency. The target
population is
homeless families with children. The program provides case
management and
Funded Amount: 10,000.00
supportive services to households residing in Families Forward transitional housing untis. CDBG
funds will be
used to pay for a portion of the salary
of a case manager.
Drawn Thru Program Year: 10,000.00
Drawn In Program Year: 10,000.00
Proposed Accomplishments
People (General) : 100
Actual Accomplishments
Owner
Renter Total
Person
Number assisted:
Total
Hispani
Total Hispani Total Hispanic
Total Hispanic
White:
0
0
0 0 0
0
100
3
Black/African American:
0
0
0 0 0
0
23
0
Asian:
0
0
0 0 0
0
0
0
American Indian /Alaskan Native:
0
0
0 0 0
0
0
0
Native Hawaiian /Other Pacific Islander:
0
0
0 0 0
0
7
0
American Indian /Alaskan Native & White:
0
0
0 0 0
0
0
0
Asian White:
0
0
0 0 0
0
0
0
Black /African American & White:
0
0
0 0 0
0
0
0
American Indian /Alaskan Native & Black/African American:
0
0
0 0 0
0
0
0
Other multi - racial:
0
0
0 0 0
0
14
0
Asian /Pacific Islander:
0
0
0 0 0
0
0
0
Hispanic:
0
0
0 0 0
0
0
0
Total:
0
0
0 0 0
0
144
3
Female- headed Households:
0
0 0
Income Category:
Owner Renter Total
Person
Extremely Low 0 0 0
105
Low Mod 0 0 0
39
Moderate 0 0 0
0
11-15
Non Low Moderate 0 0 0 0
Total 0 0 0 144
Percent Low /Mod 100.0%
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
2010 144 1st Qtr. 110 unduplicated clients were served through the transitional housing program which moved 33 families from crisis towards
stability and self- sufficiency.
2nd. Qtr. 13 unduplicated clients were served which comprised 4 families.
3rd Qtr. 4 unduplicated clients were served.
4th Qtr. 17 unduplicated clients were served.
A total of 144 unduplicated clients were assisted during FY 10/11.
110
PGM Year: 2010
Project: 0006 - AGE WELL SENIOR SERVICES: HOME DELIVERED MEALS
IDIS Activity: 201 -AGE WELL SENIOR SERVICES: HOME DELIVERED MEALS
Status: Open Objective: Create suitable living environments
Location: 24300 El Toro Rd Ste 2000 Laguna Woods, CA 92637- Outcome: Availability /accessibility
2777 Matrix Code: Senior Services (05A)
Initial Funding
10/07/2010
Financing
Total
Funded Amount:
20,000.00
Drawn Thru Program Year:
15,000.00
Drawn In Program Year:
15,000.00
Proposed Accomplishments
0 0
People (General) : 100
0
Actual Accomplishments
0 0
Number assisted:
0
White:
Black/African American:
Asian:
American Indian /Alaskan Native:
Native Hawaiian /Other Pacific Islander:
American Indian /Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian /Alaskan Native & Black /African American:
Other multi - racial:
Asian /Pacific Islander:
Hispanic:
Total:
National Objective: LMC
Description:
This program provides home - delivered meals to homebound senior citizens (62 years or older)
who are unable to prepare meals for themselves due to age, illness, or disability. CDBG funds
will be used to pay for a portion of the salary of home - delivered meal staff.
Owner
Renter
Renter
Total
Person
Total Hispani
Total Hispani
Total
Hispanic
Total Hispanic
0 0
0 0
0
0
163 1
0 0
0 0
0
0
0 0
0 0
0 0
0
0
2 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
165 1
Female- headed Households: 0
Income Category
0
0
217
Owner
Renter
Total
Person
Extremely Low
0
0
0
69
Low Mod
0
0
0
43
Moderate
0
0
0
31
Non Low Moderate
0
0
0
22
0
0
217
Total 0 0 0 165
Percent Low /Mod 86.7%
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
2010 165 1st Qtr. 87 unduplicated seniors were served and 12,741 meals were delivered.
2nd Qtr. 30 unduplicated seniors were served and 11,928 meals were delivered.
3rd Qtr. 25 unduplicated seniors were served and 11,076 meals were delivered.
4th Qtr. 23 unduplicated senior were served and 14,923 meals were delivered.
A total of 165 unduplicated seniors were assisted during the FY 10/11.
112
PGM Year: 2010
Project: 0007 - SERVING PEOPLE IN NEED (SPIN): SUBSTANCE ABUSE
IDIS Activity: 202 - SERVING PEOPLE IN NEED (SPIN): SUBSTANCE ABUSE TREATMENT PROGRAM
Status: Open Objective: Create suitable living environments
Location: 151 Kalmus Dr Costa Mesa, CA 92626 -5988 Outcome: Availability /accessibility
Matrix Code: Substance Abuse Services (05F)
Initial Funding
10/07/2010
Financing
Total
Funded Amount:
10,000.00
Drawn Thru Program Year:
7,538.80
Drawn In Program Year:
7,538.80
Proposed Accomplishments
0 0
People (General) : 8
0
Actual Accomplishments
0 0
Number assisted:
0
White:
Black/African American:
Asian:
American Indian /Alaskan Native:
Native Hawaiian /Other Pacific Islander:
American Indian /Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian /Alaskan Native & Black /African American:
Other multi - racial:
Asian /Pacific Islander:
Hispanic:
Total:
National Objective: LMC
Description:
This program provides access to recovery programs for homeless and low- income individuals
who cannot otherwise afford treatment. Case Management includes: counseling, supplemental
employment services, medical assistance, and legal assistance. CDBG funds will be used to pay
for operational cost.
Owner
Renter
Renter
Total
Person
Total Hispani
Total Hispani
Total
Hispanic
Total Hispanic
0 0
0 0
0
0
7 2
0 0
0 0
0
0
1 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
8 2
Female- headed Households: 0
Income Category
0
0
119
Owner
Renter
Total
Person
Extremely Low
0
0
0
8
Low Mod
0
0
0
0
Moderate
0
0
0
0
Non Low Moderate
0
0
0
0
0
0
119
Total 0 0 0 8
Percent Low /Mod 100.0%
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
2010 8 1st Qtr. there was no activity.
2nd Qtr. 1 person received treatment.
3rd Qtr. 7 persons received treatment.
4th Qtr. there was no activity.
A total of 8 unduplicated persons received treatment and counseling during the FY 10/11.
120
PGM Year: 2010
Project: 0008 - SHARE OUR SELVES (SOS): FREE MEDICAL AND DENTAL CLINICS
IDIS Activity: 203 - SHARE OUR SELVES (SOS): FREE MEDICAL AND DENTAL CLINICS
Status: Open Objective: Create suitable living environments
Location: 1550 Superior Ave Costa Mesa, CA 92627 -3653 Outcome: Availability /accessibility
Matrix Code: Public Services (General) (05)
Initial Funding
10/07/2010
Financing
Total
Funded Amount:
9,000.00
Drawn Thru Program Year:
0.00
Drawn In Program Year:
0.00
Proposed Accomplishments
0 0
People (General) : 100
0
Actual Accomplishments
0 0
Number assisted:
0
White:
Black/African American:
Asian:
American Indian /Alaskan Native:
Native Hawaiian /Other Pacific Islander:
American Indian /Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian /Alaskan Native & Black /African American:
Other multi - racial:
Asian /Pacific Islander:
Hispanic:
Total:
Female- headed Households:
Income Category
National Objective: LMC
Description:
This program provides primaryurgent care on a daily walk -in basis, chronic care, and specialty
care by appointment to unisured Orange County residents and patients in the County MSI
program.
Owner
Renter
Renter
Total
Person
Total Hispani
Total Hispani
Total
Hispanic
Total Hispanic
0 0
0 0
0
0
279 100
0 0
0 0
0
0
3 0
0 0
0 0
0
0
13 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
5 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
69 39
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
369 139
0
0
0
Z2Z
Owner
Renter
Total
Person
Extremely Low
0
0
0
307
Low Mod
0
0
0
31
Moderate
0
0
0
22
Non Low Moderate
0
0
0
9
Z2Z
Total 0 0 0 369
Percent Low /Mod 97.6%
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
2010 369 1st Qtr. 93 unduplicated persons were provided medical care.
2nd Qtr. 99 unduplicated persons were provided medical care.
3rd Qtr. 102 unduplicated persons were provided medical care.
4th Qtr. 75 unduplicated persons were provided medical care.
A total of 369 unduplicated persons were assisted during the FY 10/11.
122
PGM Year: 2010
Project: 0009 - SECTION 108 LOAN PAYMENTS
IDIS Activity: 204 - SECTION 108 LOAN REPAYMENT
Status: Open
Location:
Initial Funding
Financing
Funded Amount:
Drawn Thru Program Year:
Drawn In Program Year:
Proposed Accomplishments
Annual Accomplishments
Year # Benefitting
10/07/2010
199,346.00
199,345.05
199,345.05
Accomplishment Narrative
Objective:
Outcome:
Matrix Code: Planned Repayment of Section National Objective:
Description:
Funds will be used to repay the City's Section 108 Loan. The loan was used to partially fund
public improvements to the Balboa Target Area totaling $8 million. The scope of work includes
the Balboa Village Pedestrian and Streetscape Plan, Street Improvements to Balboa Blvd., Pier
Parking Lot, Pier Plaza, and Lot A connecting access to Main Street.
123
PGM Year: 2010
Project: 0010 - UTILITY ASSESSMENT DISTRICT GRANT PROGRAM
IDIS Activity: 205 - UTILITY ASSESSMENT DISTRICT GRANT PROGRAM
Status: Open Objective: Provide decent affordable housing
Location: 3300 Newport Blvd Newport Beach, CA 92663 -3816 Outcome: Availability /accessibility
Matrix Code: Rehab; Single -Unit Residential
Initial Funding
10/09/2010
Financing
Total
Funded Amount:
65,922.00
Drawn Thru Program Year:
0.00
Drawn In Program Year:
0.00
Proposed Accomplishments
0 0
Housing Units : 7
0
Actual Accomplishments
0 0
Number assisted:
0
White:
Black/African American:
Asian:
American Indian /Alaskan Native:
Native Hawaiian /Other Pacific Islander:
American Indian /Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian /Alaskan Native & Black /African American:
Other multi - racial:
Asian /Pacific Islander:
Hispanic:
Total:
National Objective: LMH
Description:
This program provides financial assistance to the impacted low- and moderate - income owner -
occupants located within proposed utility undergounding Assessment Districts in the City of
Newport Beach by providing grants to cover a portion of the cost of utility hook -ups to owner -
occupants within the District(s). Program benefits low- and moderate - income residents.
Owner
Renter
Renter
Total
Person
Total Hispani
Total Hispani
Total
Hispanic
Total Hispanic
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
0 0
0 0
0
0
0 0
Female- headed Households: 0
Income Category
0
0
124
Owner
Renter
Total
Person
Extremely Low
0
0
0
0
Low Mod
0
0
0
0
Moderate
0
0
0
0
Non Low Moderate
0
0
0
0
0
0
124
Total 0 0 0 0
Percent Low /Mod
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
2010 1 st Qtr. the City received 6 applications. 2 were terminated, 3 were uncompleted and waiting for documents and 1 application was
qualified.
2nd Qtr the City received 2 applications and were qualified.
3rd Qtr no new applications were received. Status of all applications has not changed.
4rh Qtr no new applications were received. Status of all applications has not changed.
Total Funded Amount: $3,927,569.45
Total Drawn Thru Program Year: $3,818,388.78
Total Drawn In Program Year: $315,581.73
PR03 - NEWPORT BEACH
Page: 1 of 1
12.E
PR06 - Summary of Consolidated Plan Projects for Report Year
Page by:
Grantee: NEWPORT BEACH
Plan IDIS Project Title and Description
Program
Amount
Amount
Year Project
Project
Commited
Amount Drawn
Available to
Drawn in
Estimate
Amount Thru Report Year
Draw
Report Year
2010 1 CDBG ADMINISTRATION
PROVIDE FOR THE OVERALL ADMINISTRATION
CDBG
$60,285.00
$0.00
$0.00
$0.00
$0.00
OF THE CDBG PROGRAM, TO INCLUDE
PREPARATION AND SUBMISSION OF ANNUAL
ACTION PLAN AND CAPER, IDIS DATA INPUT,
PROVIDE TECHNICAL ASSISTANCE,
MONITORING OF ALL PROJECTS, AND
OVERALL FISCAL MANAGEMENT
2 CDBG ADMINISTRATION
PROVIDE FOR THE OVERALL ADMINISTRATION
CDBG
$60,285.00
$60,285.00
$40,635.00
$19,650.00
$40,635.00
OF THE CDBG PROGRAM, TO INCLUDE
PREPARATION AND SUBMISSION OF ANNUAL
ACTION PLAN AND CAPER, IDIS DATA INPUT,
PROVIDE TECHNICAL ASSISTANCE,
MONITORING OF ALL PROJECTS, AND
OVERALL FISCAL MANAGEMENT
3 FAIR HOUSING SERVICES
PROVIDE FAIR HOUSING EDUCATION,
CDBG
$11,185.00
$11,185.00
$6,379.09
$4,805.91
$6,379.09
COUNSELING, AND ENFORCEMENT SERVICES
T O CURRENT OR POTENTIAL NEWPORT
BEACH RESIDENTS, COUPLED WITH
LANDLORD/ TENANT COUNSELING SERVICES.
THESE SERVICES IMPACT AND BENEFIT
TARGET CDBG AREAS AND THE EXTTREMELY-
LOW TO MODERATE INCOME POPULATION
HUMAN OPTIONS: PROVIDE A WIDE VARIETY OF COUNSELING
COMMUNITY RESOURCE AND EDUCATIONAL PROGRAMS TO HELP
CENTER VICTIMS AND THEIR FAMILY MEMBERS DEAL
WITH THE EFFECTS OF DOMESTIC VIOLENCE.
CDBG FUNDS WILL BE USED TO PAY FOR A
PORTION OF THE SALARIES OF STAFF WHO
PROVIDE COUNSELING AND CASE
MANAGEMENT SERVICES.
CDBG
$4,600.00 $4,600.00
$2,259.39 $2,340.61 $2,259.39
120
5
FAMILIES FORWARD:
THIS PROGRAM ASSISTS HOMELESS FAMILIES
CDBG $10,000.00 $10,000.00 $10,000.00
TRANSITIONAL HOUSING
TO REGAIN STABILITY AND SELF
SUFFICIENCY. THE TARGET POPULATION IS
HOMELESS FAMILIES WITH CHILDRE N. CDBG
FUNDS WILL BE USED TO PAY FOR A PORTION
OF THE SALARY OF A CAS E MANAGER.
6
AGE WELL SENIOR
PROVIDE HOME - DELIVERED MEALS TO
CDBG $20,000.00 $20,000.00 $15,000.00
SERVICES: HOME DELIVERED HOMEBOUND SENIOR CITIZENS (O PREPARE
MEALS
MEALS FOR THEMSELVES DUE TO AGE,
ILLNESS, OR DISABILITY. CDBG FUNDS WILL
BE USED TO PAY FOR A PORTION OF THE
SALARY OF HOME - DELIVERED MEAL STAFF.
7
SERVING PEOPLE IN NEED
PROVIDE ACCESS TO RECOVERY PROGRAMS
CDBG $10,000.00 $10,000.00 $7,538.80
(SPIN): SUBSTANCE ABUSE
FOR HOMELESS AND LOW- INCOME
INDIVIDUALS WHO CANNOT OTHERWISE
AFFORD TREATMENT. CASE MANAGEMENT
INCLUDES: COUNSELING, SUPPLEMENTAL
EMPLOYMENT SERVICES, MEDICAL
ASSISTANCE, AND LEGAL ASSISTANCE. CDBG
FUNDS WILL BE USED TO PAY FOR
OPERATIONAL COST.
8
SHARE OUR SELVES (SOS):
SOS PROVIDES PRIMARY /URGENT CARE ON A
CDBG $9,000.00 $9,000.00 $0.00
FREE MEDICAL AND DENTAL
DAILY WALK -IN BASIS, CHRONIC CARE, AND
CLINICS
SPECIALTY CARE BY APPOINTMENT TO
UNISURED ORANGE COUNTY RESIDENTS AND
PATIENTS IN THE COUNTY MSI PROGRAM.
9
SECTION 108 LOAN
PAYMENT OF SECTION 108 LOAN. FUNDS
CDBG $199,346.00 $199,346.00 $199,345.05
PAYMENTS
WERE USED TO IMPROVE BALBOA VILLAGE
PEDESTRIAN AND STREETSCAPE PLAN,
STREET IMPROVEMENT TO BALBOA BLVD.,
PIER PARKING LOT, PIER PLAZA, AND
CONNECTING ACCESS TO MAIN STREET.
10
UTILITY ASSESSMENT
THIS PROGRAM PROVIDES FINANCIAL
CDBG $65,922.00 $65,922.00 $0.00
DISTRICT GRANT PROGRAM
ASSISTANCE TO THE IMPACTED LOW- AND
MODERATE- INCOME OWNER- OCCUPANTS
LOCATED WITHIN PROPOSED UTILITY
UNDERGROUND ASSESSMENT DISTRICTS IN
THE CITY OF NEWPORT BEACH BY OFFERING
GRANTS TO COVER A PORTION OF THE COST
OF UTILITY HOOK -UPS.
$0.00 $10,000.00
$5,000.00 $15,000.00
$2,461.20 $7,538.80
$9,000.00 $0.00
$0.95 $199,345.05
$65,922.00 $0.00
Z27
IDIS
Activity Group Activity Category
Housing Rehab; Single -Unit Residential (14A)
Public Facilities and Improvements Public Facilities and Improvement (General) (03)
Sidewalks (03L)
Public Services Public Services (General) (05)
Senior Services (05A)
Substance Abuse Services (05F)
Battered and Abused Spouses (05G)
General Administration and Planning General Program Administration (21A)
Fair Housing Activities (subject to 20% Admin
Cap) (21D)
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT
PR23 (1 of 7) - Count of CDBG Activities with Disbursements by Activity Group &
Matrix Code
Underway
Completed
Program
Total
Underway
Activities Completed
Activities
Year
Activities
Count
Disbursed
Count
Disbursed
Count
Disbursed
1
$0.00
0
$0.00
1
$0.00
1
$0.00
0
$0.00
1
$0.00
1
$0.00
0
$0.00
1
$0.00
0
$0.00
1
$6,741.55
1
$6,741.55
1
$0.00
1
$6,741.55
2
$6,741.55
2
$10,000.00
1
$0.00
3
$10,000.00
1
$15,000.00
1
$8,401.46
2
$23,401.46
1
$7,538.80
1
$1,975.41
2
$9,514.21
1
$2,259.39
1
$1,219.91
2
$3,479.30
5
$34,798.19
4
$11,596.78
9
$46,394.97
1
$40,635.00
1
$13,787.52
2
$54,422.52
1 $6,379.09 1 $2,298.55 2 $8,677.64
2 $47,014.09 2 $16,086.07
Repayment of Section 108 Loans Planned Repayment of Section 108 Loan 1 $199,345.05 1 $0.00
Principal (19F)
4 $63,100.16
2 $199,345.05
1 $199,345.05 1 $0.00 2 $199,345.05
10 $281,157.33 8 $34,424.40 18 $315,581.73
1/1
DATE: 8/2712011
TIME: 4:09:30 pm
PAGE: 1/1
122
IpIS
Activity Group
Matrix Code Accomplishment Type
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT
PR23 (2 of 7) - CDBG Sum of Actual Accomplishments by Activity Group and
Accomplishment Type
Open Count Completed Count
DATE: 8/2712011
TIME: 4:10:40 pm
PAGE: 111
Program Year
Totals
Housing
Rehab; Single -Unit Residential Housing Units
0
0
0
(14A)
0
0
0
Public Facilities and
Sidewalks (03L) Public Facilities
0
17,222
17,222
Improvements
0
17,222
17,222
Public Services
Public Services (General) (05) Persons
513
151
664
Senior Services (05A) Persons
165
143
308
Substance Abuse Services Persons
8
10
18
(05F)
Battered and Abused Spouses Persons
13
16
29
(05G)
699
320
1,019
699
17,542
18,241
1/1
129
IDIS U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 8/2712011
OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT TIME: 4:11:29 pm
PR23 (4 of 7) - CDBG Beneficiaries by Income Category PAGE: 111
Income Levels
Owner
Renter
Occupied
Occupied
Persons
Non Housing Extremely Low ( < =30 %)
0
0
687
Low ( >30% and < =50 %)
0
0
173
Mod ( >50% and < =80 %)
0
0
108
Total Low -Mod
0
0
968
Non Low -Mod ( >80 %)
Total Beneficiaries
0 51
0 1,019
1/1
1.30
IDIS
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 8/2712011
OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT TIME: 4:12:08 pm
PR23 (5 of 7) - Home Disbursements and Unit Completions PAGE: 111
1/1
131
PR 26 - CDBG Financial Summary Report
Grantee NEWPORT BEACH, CA
Program Year 2010
PART I: SUMMARY OF CDBG RESOURCES
01 UNEXPENDED CDBG FUNDS AT END OF
PREVIOUS PROGRAM YEAR
0.00
02 ENTITLEMENT GRANT
385,189.00
03 SURPLUS URBAN RENEWAL
0.00
04 SECTION 108 GUARANTEED LOAN FUNDS
0.00
05 CURRENT YEAR PROGRAM INCOME
0.00
06 RETURNS
0.00
07 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE
0.00
08 TOTAL AVAILABLE (SUM, LINES 01 -07)
385,189.00
PART II: SUMMARY OF CDBG EXPENDITURES
09 DISBURSEMENTS OTHER THAN SECTION 108
REPAYMENTS AND PLANNING /ADMINISTRATION
53,136.52
10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT
SUBJECT TO LOW /MOD BENEFIT
0.00
11 AMOUNT SUBJECT TO LOW /MOD BENEFIT (LINE
09 + LINE 10)
53,136.52
12 DISBURSED IN IDIS FOR
PLANNING /ADMINISTRATION
63,100.16
13 DISBURSED IN IDIS FOR SECTION 108
REPAYMENTS
199,345.05
14 ADJUSTMENT TO COMPUTE TOTAL
EXPENDITURES
0.00
15 TOTAL EXPENDITURES (SUM, LINES 11 -14)
315,581.73
16 UNEXPENDED BALANCE (LINE 08 - LINE 15)
69,607.27
PART III: LOWMOD BENEFIT THIS REPORTING
PERIOD
17 EXPENDED FOR LOW /MOD HOUSING IN SPECIAL
AREAS
0.00
18 EXPENDED FOR LOW /MOD MULTI -UNIT HOUSING
0.00
19 DISBURSED FOR OTHER LOW /MOD ACTIVITIES
53,136.52
20 ADJUSTMENT TO COMPUTE TOTAL LOW /MOD
CREDIT
0.00
21 TOTAL LOW /MOD CREDIT (SUM, LINES 17 -20)
53,136.52
22 PERCENT LOW /MOD CREDIT (LINE 21 /LINE 11)
100.00%
LOW /MOD BENEFIT FOR MULTI -YEAR
CERTIFICATIONS
23 PROGRAM YEARS(PY) COVERED IN
CERTIFICATION
PY: PY: PY:
24 CUMULATIVE NET EXPENDITURES SUBJECT TO
LOW /MOD BENEFIT CALCULATION
0.00
25 CUMULATIVE EXPENDITURES BENEFITING
LOW /MOD PERSONS
0.00
26 PERCENT BENEFIT TO LOW /MOD PERSONS (LINE
25 /LINE 24)
O.DO%
PART IV: PUBLIC SERVICE (PS) CAP CALCULATIONS
27 DISBURSED IN IDIS FOR PUBLIC SERVICES 46,394.97
28 PS UNLIQUIDATED OBLIGATIONS AT END OF
CURRENT PROGRAM YEAR 0.00
29 PS UNLIQUIDATED OBLIGATIONS AT END OF
PREVIOUS PROGRAM YEAR 0.00
30 ADJUSTMENT TO COMPUTE TOTAL PS
OBLIGATIONS 0.00
132.
31 TOTAL PS OBLIGATIONS (LINE 27 + LINE 28 - LINE
29 + LINE 30)
86,394.97
32 ENTITLEMENT GRANT
385,189.00
33 PRIOR YEAR PROGRAM INCOME
0.00
34 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO
PS CAP
0.00
35 TOTAL SUBJECT TO PS CAP (SUM, LINES 32 -34)
385,189.00
36 PERCENT FUNDS OBLIGATED FOR PS
ACTIVITIES (LINE 31 /LINE 35)
12.04%
PART V: PLANNING AND ADMINISTRATION (PA) CAP
37 DISBURSED IN IDIS FOR
PLANNING /ADMINISTRATION
63,100.16
38 PA UNLIQUIDATED OBLIGATIONS AT END OF
CURRENT PROGRAM YEAR
0.00
39 PA UNLIQUIDATED OBLIGATIONS AT END OF
PREVIOUS PROGRAM YEAR
0.00
40 ADJUSTMENT TO COMPUTE TOTAL PA
OBLIGATIONS
0.00
41 TOTAL PA OBLIGATIONS (LINE 37 + LINE 38 - LINE
39 +LINE 40)
63,100.16
42 ENTITLEMENT GRANT
385,189.00
43 CURRENT YEAR PROGRAM INCOME
0.00
44 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO
PA CAP
0.00
45 TOTAL SUBJECT TO PA CAP (SUM, LINES 42-44)
385,189.00
46 PERCENT FUNDS OBLIGATED FOR PA
ACTIVITIES (LINE 41 /LINE 45)
16.38%
133
APPENDIX "F"
CHECKLIST
134
APPENDIX "F ": COMPLIANCE CHECKLIST
The City's Consolidated Annual Performance Evaluation Report (CAPER) must comply with several
federal regulations. This appendix is designed to aid the City's representative document that the report is
in full compliance with the regulations.
THE SUBMISSION
Was the statutory submission deadline met?
Yes ❑ *No ❑
Was the Financial Summary (IDIS Report number C04PR26) provided?
Yes ❑ No ❑ - grantee notified, summary received
Did the report cover the appropriate program year?
Yes ❑ No ❑ - grantee notified, correct report received
Does the report identify CPD entitlement funds?
Yes ❑ *No ❑
Does the report identify all known Federal /HUD resources available to the grantee (including SNAPS)?
Yes ❑ *No ❑
Correct information noted and /or requested in PYR letter.
NARRATIVES - GENERAL
Does the Three /Five Year Goals and Objectives assessment relate back to Strategic Consolidated Plan
objectives?
Yes ❑ *No ❑
Does the report address High Priority Needs?
Yes ❑ *No ❑
Does the Affordable Housing Evaluation include the number of extremely low, low, and moderate - income
renter and owner households assisted during the reporting period?
Yes ❑ *No ❑
Does the Affordable Housing Evaluation include the number of households assisted with housing that
meets the Section 215 definition of affordable housing for rental and home ownership?
Yes ❑ *No ❑
Section 215 Affordable Housing. 1. Rental Housing: A rental housing unit is considered to be an affordable housing unit if d is occupied by a low -
income household or individual and bears a rent that is the lesser of a) the existing section 8 Fair market rent for comparable units in the area or b) 30
percent of the adjusted income of a household whose income equals 65 percent of the median income for the area, except that HUD may establish
1_2�5
income ceilings higher or lower than 65 percent of the median because of prevailing level of construction costs or fair market rents, or unusually high or
low family incomes. 2. Homeownership: a) housing that is for purchase, with or without rehab., qualifies as affordable housing if it 1) is purchased by a
low income first time homebuyer who will make the housing his or her principal residence and 2) has a sale price which does not exceed the mortgage
limit for the type of single family housing for the area under HUD's single family insuring authority under the National Housing Act. b) housing that is to
be rehabilitated, but is already owned by a household when assistance is provided, qualifies as affordable if the housing 1) is occupied by a low -
income household which uses the housing as its principal residence, and 2) has a value, after rehabilitation, that does not exceed the mortgage limit for
the type of single family housing for the area as described in 2a) above.
Note: these definitions apply for the purposes of enumerating the number of households assisted with housing meeting the 215 affordable housing
definition regardless of the Federal funding source used in support of that housing.
Was there a comparison of actual accomplishments with proposed goals for the reporting period?
Yes ❑ *No ❑
Were there efforts to address worse case needs?
Yes ❑ *No ❑
Were there efforts to address the needs of persons with disabilities?
Yes ❑ *No ❑
CONTINUUM OF CARE STRATEGY
Does the CAPER identify actions taken at all points along the continuum from prevention and outreach
through emergency, transitional, and permanent housing?
Yes ❑ *No ❑
Other Actions addressed, include:
Actions taken to address obstacles to meeting underserved needs;
Yes ❑ *No ❑
Fostering and maintaining affordable housing;
Yes ❑ *No ❑
Eliminating barriers to affordable housing;
Yes ❑ *No ❑
Overcoming gaps in institutional structures and enhancing coordination;
Yes ❑ *No ❑
Improving public housing and resident initiatives;
Yes ❑ *No ❑ N/A ❑
Evaluating and reducing lead based paint hazards;
Yes ❑ *No ❑
Ensuring compliance with program and comprehensive planning requirements; and
Yes ❑ *No ❑
X30
Reducing the number of persons living below the poverty level.
Yes ❑ *No ❑
Did the submission include a description of the Leveraging of other public and private resources as
indicated in the Plan, including how any matching requirements were satisfied?
Yes ❑ *No ❑
Was a Summary of Citizen Comments included in the submission?
Yes ❑ *No ❑
Did the report include a Self - evaluation?
Yes ❑ *No ❑
Affirmatively Furthering Fair Housing evaluated by FHEO Division, all grantees. No review undertaken.
`Correct information noted and /or requested in PYR letter.
CDBG ENTITLEMENT NARRATIVES
Did the submission include an Assessment of the Relationship of CDBG Funds to the high priority
needs/objectives in the plan, including an evaluation of the extent to which CDBG funds were used to
benefit LMI persons?
Yes ❑ *No ❑
Did Narratives also include:
An explanation of the nature of and reasons for any changes in program objectives, and an indication of
how the jurisdiction would change its program as a result of its experience?
Yes ❑ *No ❑
An evaluation of the extent to which CDBG funds were used to benefit LMI persons?
Yes ❑ *No ❑
Assessment of Efforts Made in Carrying Out Planned Actions described in the Consolidated Plan includes
a narrative or other information which indicates that:
The grantee pursued all resources indicated in the Consolidated Plan.
Yes ❑ *No ❑
Certifications for consistency were provided for other HUD programs.
Yes ❑ *No ❑ N/A ❑
The grantee did not hinder plan implementation by action or willful inaction.
Yes ❑ *No ❑
137
Did the grantee indicate that it has carried out activities that involved acquisition, rehabilitation or
demolition of occupied property triggering the Uniform Relocation Act?
*Yes ❑ * *No ❑ N/A (no activities) ❑
*Yes: The grantee submitted narratives which identify.,
The steps taken to minimize the amount of displacement resulting from the CDBG- assisted activities.
Yes ❑ * *No ❑ N/A (no activities) ❑
Steps taken to identify households, businesses, farms or nonprofit organizations who occupied properties
subject to the relocation Act; whether or not they were displaced, and; the nature of their needs and
preferences.
Yes ❑ * *No ❑ N/A (no activities) ❑
Steps taken to endure the timely issuance of information notices.
Yes ❑ * *No ❑ N/A (no activities) ❑
Did the grantee carry out Economic Development Activities during the reporting period?
*Yes ❑ No ❑
*Yes: Job Creation /Retention
Economic development jobs as applicable were made available to low- or moderate - income persons.
Yes ❑ *No ❑ N/A Qob creation /retention objective not employed) ❑
A narrative of actions taken by the grantees and the businesses to ensure first consideration was or will
be given to low /mod persons has been provided.
Yes ❑ * *No ❑ N/A Qob creation /retention objective not employed) ❑
A listing by job title of all permanent jobs created /retained and those that were made available to low /mod
persons has been provided.
Yes ❑ * *No ❑ N/A Qob creation /retention objective not employed) ❑
Were jobs claimed as being available to low /mod persons that require special skills, work experience, or
education?
*Yes ❑ No ❑ N/A ❑
Did the grantee include a description of the steps being taken or that will be taken to meet this
requirement?
Yes ❑ * *No ❑ N/A ❑
Did the grantee undertake activities that serve Limited Clientele not falling within one of the categories of
presumed limited clientele low /mod benefit?
13g
*Yes ❑ * *No ❑ ** *Can't Tell ❑
*'Yes: the grantee provided a narrative description explaining how the nature, location, or other
information demonstrates the activities benefit a limited clientele at least 51 % of who are low- and
moderate - income.
Yes ❑ * *No ❑
Did the grantee undertake activities during the program year which generated Program Income to
revolving funds; from float funded activities; from the sale of real property; other loan repayments; prior
period adjustments; loans outstanding or written off, parcels of CDBG- acquired property available for
sale; or lump sum drawdown payments?
*Yes ❑ No ❑ * *Can't Tell ❑
*Yes: narrative information provided:
a) the amount of program income which was returned to each revolving fund; b) the amount repaid on
each float funded activity; c) all other loan repayments broken down by the categories of housing
rehabilitation, economic development, or other; and d) the amount of income received from the sale of
property by parcel.
Yes (A ❑e ❑C ❑D❑) * *No (A ❑e ❑C ❑D❑)
Prior Period Adjustments: were reimbursements made this reporting period for expenditures that have
been disallowed?
*Yes ❑ No ❑ N/A ❑
*Yes: the grantee included narrative information that includes: a) the activity name and number as shown
in IDIS; b) the amount returned to the line of credit or program account; and c) if the reimbursement is to
be made over multi -year payments, the total amount to be reimbursed and the time period over which the
reimbursement is to be made.
Yes (A ❑8 ❑CO) * *No(A ❑B ❑C ❑)
Loans and Other Receivables
*Yes ❑ No ❑ N/A ❑
Yes: The narrative for Loans and Other Receivables identified: a) Float Funded activities outstanding as
of the end of the reporting period; b) the total amount of loans outstanding and the principal balance owed
as of the end of the reporting period; c) parcels acquired or improved with CDBG funds that are available
for sale as of the end of the reporting period; and d) the number and amount of loans in default for which
the balance was forgiven or written off during the reporting period.
Yes(A ❑B ❑C ❑D❑) * *No(A ❑B ❑C ❑D❑)
Lump Sum Agreements
*Yes ❑ No ❑ N/A ❑
*Yes: Information regarding a) the name of the financial institution; b) date the funds were deposited; c)
date the use of funds commenced; and d) the percentage of funds disbursed within 180 days of deposit in
the institution was provided.
139
Yes (A❑ B ❑ C ❑ D ❑) * *No (A ❑ B ❑ C ❑ D ❑) Does the grantee have CDBG funded
Rehabilitation Programs with completed projects or units?
*Yes ❑ No (no CDBG funded Rehab. Program ❑ N/A (no completed projects or units ❑
*Yes: the submission includes: a) a narrative description that identifies the type of program and the
number of properties/units completed for each; and b) the total CDBG and other public and private funds
involved in the project.
Yes (A❑ B❑) * *No(A ❑B❑)
NRSA Does the grantee have an approved neighborhood revitalization strategy?
*Yes ❑ No ❑
*Yes: A report of progress against benchmarks was included in the CAPER.
Yes ❑ * *No ❑
" Correct information noted and /or requested in PYR letter.
Eligibility /national objective, primary objective, planning and administration, and public service worksheets
are completed and attached.
HOME PJ Worksheet Attached:
Yes
❑
No - not a HOME PJ
ESG Worksheet Attached:
Yes
❑
No - not a recipient of ESG funds
HOPWA Worksheet:
Yes
❑
No - not a HOPWA grantee
CPD Representative /date
140
ELIGIBILITY /NATIONAL OBJECTIVE WORKSHEET
Review each activity listed on the Activity Summary and CAPER Report to determine if the activities are
eligible and meet the national objective. Determine if appropriate matrix codes have been utilized and if
all criteria for funding have been met.
Use this review sheet to list questionable activities for follow -up. After consulting with the grantee, enter
the result here. Reclassify any misclassified activities, identify any ineligible activities, and take
appropriate corrective or remedial action.
141
PRIMARY OBJECTIVE -OVERALL BENEFIT CALCULATION
If national objective codes are incorrect on IDIS reports, please utilize this form to confirm overall benefit. Do the calculation shown below to determine
whether the grantee met its certification that at least 70 percent of all CDBG funds expended during one, two, orthree consecutive program years, as
specified, were for activities benefiting :/M persons. Where the certification is not met, ask for further information and, when necessary, take corrective
or remedial action.
To calculate the level of overall benefit this year:
1. Figure the amount subject to program benefit:
a. Enter the activity expenditures (on line 15 of IDIS Report number C04PR26)
b. Subtract P&A expenditures (line 12 of IDIS Report number C04PR26)
c. Equals expenditures subject to overall benefit calculation $
2. Figure the percentage of expenditures benefiting UM Persons:
a. Enter amount of expenditures benefiting UM Persons (line 19 IDIS Report number C04PR26)
b. Divide by amount subject to program benefit (enter line ].c). $
c. Equal the percentage of expenditures benefiting :/M Persons. $
3. Compare the percentage with the overall benefit standard:
The percentage should be greater than or equal to 79 %, if the grantee chose a one year certification
period. Yes ❑ No ❑
For two or three year certification periods
Total the cumulative expenditures subject to program benefit and divide by the cumulative expenditures directly benefiting LIM persons (low mod area,
limited clientele, housing, andjobs). Ensure that progress is being made towards meeting the requirement within the certification period.
Certification period 12 3 years; and program years as identified in the
Certifications: ,
CAPER Certification period 1 years;
Program Year Cumulative Program Expenditures Direct Benefit Expenditures
Cumulative totals:
Percentage:
142
PLANNING AND ADMINISTRATIVE COST CAP WORKSHEET
If IDIS matrix codes are incorrect on any planning and administrative activity, you must verify planning
and administrative costs utilizing this form. Calculate the level of planning and administrative cost
expenditures according to the steps below. The grantee is required to be within the 20 percent cap. If the
grantee has exceeded the cap, ask for further information and, when necessary, take corrective or
remedial action.
1. Figure the expenditures cap;
a. Enter the grant and program income amount (line 2, plus line 5 in IDIS Report number
C04PR26) $
b. Multiply by 20 percent _
c. Equals the cap $
2. Figure this year's P&A expenditures:
a. Enter total of expenditures for planning & administration (Part 11 line 12 of IDIS Report number
C04PR26) $
b. Enter total of planning and administrative current year unliquidated obligations (Par V, line 38 of
IDIS Report number C04PR26) $0
c. Add lines 2.a. and 2.b.
d. Enter total of planning and administrative prior year unliquidated obligations (Part V, line 39 of IDIS
Report number C04PR26) $0
e. Subtract line 2.d. from 2.c.
3. Compare cap (on line 1.c.) with P&A expenditures (on line 2.e.):
a. Cap exceeded? Yes ❑ No ❑ If Yes, amount (line 2.e. minus 1.c.) $
b. Divide line 2.e. byline 1.a.
P&A expenditures are less than the cap or equal to it 20
P&A expenditures exceed the cap
1'4'3
PUBLIC SERVICE COST CAP WORKSHEET
If matrix codes for public service activities are incorrect on IDIS activity reports, please utilize this form to
verify the public service cap calculation. Calculate the level of public service obligations according to the
steps below. The grantee is required to be within the 15 percent cap. If the grantee has exceeded the
cap, ask for further information and, when necessary, take corrective or remedial action.
1. Figure the obligations cap:
a. Enter the grant amount (line 2 of IDIS Report number C04PR26)$
b. Multiply by 15 percent (or by the alternative percentages, if applicable, as described in the note
below) X .15
c. Amount
d. Enter the amount of program income received in the preceding program year (line 33 of IDIS
Report number CO2PR26) $0
e. Multiply by 15 percent
f. Amount
$0
g. Total of lines 1.c. and ff equals the cap $
2. Figure this year's public service obligations:
a. Enter total of public service expenditures (Part IV, line 27 of IDIS Report number C04PR26)
b. Enter total of public service unliquidated obligations (Part IV, line 28 of IDIS Report number
C04PR26) $0
c. Add lines 2.a. and 2.b.
d. Enter last year's public service unliquidated obligations (Part IV, line 29 of IDIS Report number
C04PR26) $0
e. Subtract line 2.d. from line 2.c.
3. Compare cap (on line 1.g.) with obligations (on line 2.e.):
a. Cap exceeded? Yes ❑ No ❑ If Yes, amount (2.e. minus 1.g.): $
b. Add lines 1.a. and 1.d. Divide line 2.e. by sum of line 1.a. and 1.d.
Obligations are less than the cap or equal to it
Obligations exceed the cap
244
PROOF OF
STATE OF CALIFORNIA)
COUNT 0 �p^ Y OIL ORANGE )SS.
I am a citizen of the United States
and a resident of the County of Los
Angeles; I am over the age of
eighteen years, and not a party to or
interested in the action for which the
attached notice was published. I am
a principal clerk of the "Newport
Harbor News Press combined with
Daily Pilot ", which was adjudged a
newspaper of general circulation for
the City of Newport Beach, County of
Orange, and State of California.
Attached to this Affidavit is a true and
correct copy that was printed and
published on the following date(s):
August 27, 2011
I certify (or declare) under penalty of
perjury that the foregoing is true and
correct.
Executed on August 29, 2011
at Los Angeles, California
a, -Signature
NOTICE OF PUBLIC HEARING AND PUBLIC REVIEW
PERIOD
CITY OF DRAFT CONSOUDAT NEWPORT A. li eN .......
the
ul uie bNrCR Will-be available
from August 29, 2011 to
addition, the Newport Beach
d a public hearing to review
on the draft CAPER at the
3300
e....... n aims mennned in the
Consolidated Plan.
iurpose . of the ;Public Hearing far
'allow the +Public the opportunity
the menner in which the City
and non - federal funds for the
fiat ended an June130, 2011,
i 'CAPER DOCUMENT: Copies,, of
will e available for public review
in August 29, 2011, to September
Mowing locations:
ear Cityof Newport Beach, 3300
�wpasF Beach, CA
'14menl'Dept: City of Newport
art Blvd:, Newport Beach, CA
1000 Avocado Avenue, Newport
iritten . comments regarding the
be addressed to James Camnnon
the
-- -- ",. —dale .a a
nearing on
Ong, including auxiliary aids or services, please i
ct the ..City Clerk's Office at least 48 hours
to the meeting at'(949) 6443005.
Leilam I.BraWn, City Clerk
,tied Newport Beach/Costa seta M sawDailyBPl t
't 27 2011