HomeMy WebLinkAbout17 - Community Develpment Block Grant (CDBG) Program Year 2011-2012 CAPER� e�6W PORT
O O
U S
CqC /F00.H�P
TO:
CITY OF
NEWPORT BEACH
City Council Staff Report
Agenda Item No. 17
September 25, 2012
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:
TITLE: Community Development Block Grant (CDBG)
Program Year 2011 -2012, 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 2011-
2012 Action Plan that was approved by the City Council on April 26, 2011. This report
must be submitted to HUD on or before September 28, 2012, to comply with HUD
regulations found at 24 Code of Federal Regulations 91.520. The Program Year 2011-
2012 CAPER was prepared and made available for the HUD - required 15 -day public
review and comment period, which began on September 10, 2012, and concludes with
the public hearing before the City Council on September 25, 2012.
For the recently completed fiscal year that began on July 1, 2011, and concluded on
June 30, 2012, the City received $323,777 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 26, 2011. This was the second year of the
five -year Consolidated Plan cycle for CDBG program.
RECOMMENDATION:
1. Hold a public hearing to receive comments on the Program Year 2011-
2012 CAPER; and
2. Approve the Program Year 2011 -2012 CAPER; and
1
Community Development Block Grant
Program Year 2011 -2012 CAPER
September 25, 2012
Page 2
3. Direct the City Manager or his designee to submit the Program Year 2011-
2012 CAPER to HUD.
FUNDING REQUIREMENTS:
There is no fiscal impact to the General Fund related to this item.
DISCUSSION:
On September 8, 2012, the City published a notice in the Daily Pilot informing the
general public that the City of Newport Beach had prepared the Draft 2011 -2012
CAPER and it would be available for review and comment until September 25, 2012.
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 2011 -2012 was $323,777. Unallocated CDBG
funds from previous allocations were available for this program year in the amount of
$1,890. Additionally, prior -year CDBG funds carried overfrom 2010 -2011 in the amount
of $65,922. The total Program Year 2011 -2012 budget was $391,589. The actual
amount spent during the fiscal year is as follows:
Category FY 2011 -2012 Expenditures
Public Service Activities $ 48,468
Capital Improvement Projects $ 201,653
Program Administration & Fair Housing 64,164
Total $ 314,285
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 2011 -2012 CAPER.
ENVIRONMENTAL REVIEW:
Staff recommends the City Council find that the Draft Program Year 2011 -2012 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.
2
Community Development Block Grant
Program Year 2011 -2012 CAPER
September 25, 2012
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 September 8, 2012.
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 by:
Kimberly Brand , AICP
Director
Attachment: Draft Program Year 2011 -2012 CAPER
3
11
City Council
Attachment 1
Draft Program Year 2011 -2012 CAPER
5
NO
f 4
4,t OVL
City of Newport Beach
Program Year 2011 -2012
Consolidated Annual Performance
and Evaluation Report
(CAPER)
DRAFT
Prepared by:
LLDM
Assoc! a les•Inc.
7
City of Newport Beach
2011 -2012 Consolidated Annual
Performance and Evaluation Report
Table of Contents
EXECUTIVE SUMMARY
1
I. GENERAL NARRATIVE ...................................................................................................
..............................4
GeneralQuestions .........................................................................................................
..............................4
Managingthe Process .................................................................................................
.............................17
CitizenParticipation .....................................................................................................
.............................18
InstitutionalStructure ....................................................................................................
.............................19
Monitoring....................................................................................................................
.............................20
Lead -Based Paint ........................................................................................................
.............................26
II. HOUSING ......................................................................................................................
.............................27
HousingNeeds ............................................................................................................
.............................27
SpecificHousing Objectives ........................................................................................
.............................28
PublicHousing Strategy ............................................................................................
............................... 30
Barriers to Affordable Housing ..................................................................................
............................... 30
HOME /American Dream Down Payment Initiative (ADDI) ..........................................
.............................30
III. HOMELESS NEEDS .....................................................................................................
.............................31
HomelessNeeds .........................................................................................................
.............................31
Specific Homeless Prevention Elements .....................................................................
.............................35
Emergency Shelter Grants (ESG) ...............................................................................
.............................36
IV. COMMUNITY DEVELOPMENT ...................................................................................
.............................37
CommunityDevelopment ............................................................................................
.............................37
AntipovertyStrategy ....................................................................................................
.............................42
V. NON - HOMELESS SPECIAL NEEDS ............................................................................. .............................43
Non - Homeless Special Needs ..................................................................................... .............................43
SpecificHOPWA Objectives ........................................................................................ .............................45
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 2011 -2012 (PR03)
3. Summary of Consolidated Plan Projects for PY 2011 -2012 (PR06)
4. Summary of Accomplishments for PY 2011 -2012 (PR23)
5. CDBG Financial Summary for PY 2011 -2012 (PR26)
F. CAPER Checklist
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report
City of Newport Beach 2
EXECUTIVE SUMMARY
I
Second Program Year CAPER
The Consolidated Plan Management Process (CPMP) Second 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 Second 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 2011 -2012 are summarized
below including the achievements.
2011 -2012 Program Year Goals vs. Accomplishments
Activity
Accomplishment
2011 -2012
2011 -2012
Units
Goals
Accomplishments
Housing:
Section 8 Housing Choice Voucher and
Housing Units
400
497
Rent - Restricted Units
Housing:
Housing Units
7
0
Rehabilitation - Utility Connection Program
Fair Housing Activities:
Fair Housing & Counseling Services
People Served
200
161
Senior Services:
People Served
100
145
Home Delivered Meals Program
Special Needs/Non- Homeless:
People Served
7
14
Battered and Abused Spousal Program
Special Needs/Non- Homeless:
People Served
8
7
Substance Abuse Rehabilitation Program
Home less and HIV /AIDS:
Transitional Housing Program
People Served
100
147
Public Services:
People Served
100
404
Health Services
Public Facilities:
Section 108 Loan Repayment - Balboa Village
Public Facilities
1
1
Upgrade Public Facilities with ADA Improvements
Sidewalk, Curb and Gutter Improvements -ADA
Public Facilities
1
0
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 ".
2011 -2012 Consolidated Annual Performance and Evaluation Report Page 1
10
City of Newport Beach
Development of the 2011 -2012 CAPER
As required by the United States Department of Housing and Urban Development
(HUD), the City of Newport Beach has prepared the 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 is held to provide
citizens with an opportunity to express their views concerning the use of said funds.
The public hearing was held on September 25, 2012 before the City Council.
In addition, the draft 2011 -2012 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 2011 -2012
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 2011-
2012 CAPER. These included Community Based Organizations, various
departments at the City of Newport Beach, the Fair Housing Foundation, and the
Fair Housing Council of Orange County.
City Council Review and Public Hearing
On September 25, 2012, the City Council reviewed the 2011 -2012 CAPER, allowed
citizens an opportunity to comment on the draft CAPER and approved the 2011-
2012 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) 2011 -2012.
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 2
11
City of Newport Beach
2011 -2012 Program Year Sources of Funds
Source _ Amount
2011 -2012 CDBG Entitlement
$323,777
Unallocated CDBG Funds (Prior Year)
$1,890
CDBG Program Income
$0
Prior Year CDBG Funds
$65,922
All other forms of CDBG
$0
TOTAL
$391,589
2011 -2012 Program Year Uses of Funds
Public Services
Age Well Senior Services — Home Delivered Meals Program
$ 18,492
Families Forward — Transitional Housing Program
$ 8,406
Human Options — Community Resource Center
$ 3,867
Serving People in Need — Substance Abuse Rehab Program
$ 9,246
Share Our Selves — SOS Free Medical and Dental Clinics
$ 8,555
Capital Improvements
City of Newport Beach — Utility Assessment District Grant Program
$ 65,922'
City of Newport Beach — Sidewalk, Curb and Gutter Improvements -ADA
$ 8,802
City of Newport Beach — 108 Loan Repayment
$ 201,654
Program Administration
City of Newport Beach — Program Administration
$ 52,755
Fair Housing Services
$ 12,000
TOTAL $389,699
'PY 2010 -2011 Project budget was carried over to PY 11/12.
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 3
12
I. GENERAL NARRATIVE
13
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 consulted 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 Foundation. 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 2011 -2012 Program Year Goals vs. Accomplishments Table).
The City uses 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 funded
locally using the City's in -lieu fee proceeds. The specific accomplishments for the
2011 -2012 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 2011 -2012 program year as illustrated in the table below:
2011 -2012 Program Year Goals vs. Accomplishments
Activity
Accomplishment
2011 -2012
2011 -2012
Units
Goals
Accomplishments
Housing:
Section 8 Housing Choice Voucher and
Housing Units
400
497
Rent - Restricted Units
Housing:
Housing Units
7
0
Rehabilitation - Utility Connection Program
Fair Housing Activities:
People Served
200
161
Fair Housing & Counseling Services
Senior Services:
Home Delivered Meals Program
People Served
100
145
Special Needs/Non- Homeless:
People Served
7
14
Battered and Abused Spousal Program
Special Needs/Non- Homeless:
People Served
8
7
Substance Abuse Rehabilitation Program
Homeless and HIV /AIDS:
People Served
100
147
Transitional Housing Program
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 4
-14
City of Newport Beach
Activity
Accomplishment
2011 -2012
2011 -2012
Sustainability
Units
Goals
Accomplishments
Public Services:
Create Suitable Living Environments
35%
-
62%
People Served
100
404
Health Services
2.6%
Public Facilities /Infrastructure
$ 210,456
Public Facilities:
Administration
$ 52,755
16.3%
Public Facilities
1
1
Section 108 Loan Repayment - Balboa Village
Public Facilities with ADA Improv.:
Public Facilities
1
0
Sidewalk, Curb and Gutter Improvements
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/
Accessibility
Affordability
Sustainability
Provide Decent Affordable Housing
3%
-
-
Create Suitable Living Environments
35%
-
62%
Create Economic Opportunities
-
-
-
The table below illustrates how the City used the 2011 -2012 CDBG allocation to
meet the HUD - mandated priority need categories:
1 HUD Priority Need Categories
2011 -2012
Funding
2011 -2012
Percentage
Housing
$ 12,000
3.7%
Senior Services
$ 18,492
5.7%
Special Needs /Non- Homeless
$ 13,113
4.1%
Homeless and HIV/AIDS
$ 8,406
2.6%
Public Services
$ 8,555
2.6%
Public Facilities /Infrastructure
$ 210,456
65%
Administration
$ 52,755
16.3%
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.
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 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 5
1 15
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).
HOUSING DISCRIMINATION
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
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
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 6
10
City of Newport Beach
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
housing community profile used to identify the protected classes and
locations of housing providers that should be tested.
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 7
27
City of Newport Beach
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.
2. FHCOC is encouraging the Los Angeles Times and Orange County
Register to publish a "no pets" disclaimer that indicates rental housing
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 6
z2
City of Newport Beach
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 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 9
1
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 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 10
20
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 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 11
21-
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 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 12
22
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 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 13
23
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 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 14
24
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, but has not provided the City with its findings to
date.
• 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, but has not provided the City with its findings to date.
• 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, but has not provided the City with its findings to date.
• 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 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 15
25
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. Ten payments remain on a principal balance.
The Orange County Partnership's Continuum of Care Homeless Assistance Grant
application resulted in an award of $13.7 Million for 44 ongoing programs. The
Orange County Housing and Community also received $1,506,678 million of CDBG
and HOME Investment Partnership funds for affordable housing in Orange County
during the program year 2011 -2012.
There are no matching requirements for CDBG.
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 16
20
City of Newport Beach
MANAGING THE PROCESS
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 2011 -2012 Action Plan. The City has utilized data from 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.
2011 -2012 Program Year Goals vs. Accomplishments
Activity
Accomplishment
2011 -2012
2011 -2012
Units
Goals
Achievements
Housing:
Section 8 Housing Choice Voucher and
Housing Units
400
497
Rent - Restricted Units
Housing:
Housing Units
7
01
*Rehabilitation - Utility Connection Program
Fair Housing Activities:
Fair Housing & Counseling Services
People Served
200
161
Senior Services:
People Served
100
145
Home Delivered Meals Program
Special Needs/Non- Homeless:
Battered and Abused Spousal Program
People Served
7
14
Special Needs/Non- Homeless:
People Served
8
7
Substance Abuse Rehabilitation Program
Homeless and HIV/AIDS:
Transitional Housing Program
People Served
100
147
Public Services:
People Served
100
404
Health Services
Public Facilities:
Section 108 Loan Repayment - Balboa Village
Public Facilities
1
1
Upgrade Public Facilities with ADA Improv.:
Public Facilities
1
02
Sidewalk, Curb and Gutter Improvements -ADA
General Program Administration
N/A
N/A
N/A
'The Utility Connection Program activity was cancelled as a result of the City's Substantial Amendment to the
Action Plan 2010 -2011. The amendment re- allocated these funds to the new 2012 -2013 Sidewalk, Curb, and
Gutter Improvements activity.
2This activity was cancelled as a result of the City's Substantial Amendment to the Action Plan 2011 -2012. The
amendment re- allocated these funds to the new 2012 -2013 Sidewalk, Curb, and Gutter Improvements activity.
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 17
27
City of Newport Beach
CITIZEN PARTICIPATION
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 2011 -2012 was made available from
September 10, 2012 to September 25, 2012. No public comments were received.
The public hearing to solicit public input and comment on the CAPER and the City's
performance during PY 2011 -2012 was held at the Newport Beach City Council
Chambers at 3300 Newport Boulevard, Newport Beach, California. No public
comments were made. Notice of both the public comment/review period and the
public hearing was published on September 8, 2012 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.
2011 -2012 Program Year Sources of Funds
Source
Amount
2011 -2012 CDBG Entitlement
$323,777
Unallocated CDBG Funds (Prior Year)
$1,890
CDBG Program Income
$0
Prior Year CDBG Funds
$65,922
All other forms of CDBG
$0
TOTAL
$391,589
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 18
22
City of Newport Beach
2011 -2012 Program Year Fund Sources and Uses
Activities
Budget
Expenditures
Program Administration
City of Newport Beach - Program Administration
$ 52,755
$ 52,164
Fair Housing Services
$ 12,000
$ 12,000
Subtotal Administration:
$ 64,755
$ 64,164
Public Services
65%
Age Well Senior Services- Home Delivered Meals Program
$ 18,492
$ 18,492
Families Forward - Transitional Housing Program
$ 8,406
$ 8,406
Human Options - Community Resource Center
$ 3,867
$ 3,769
Serving People in Need - Substance Abuse Rehab Program
$ 9,246
$ 9,246
Share Our Selves - SOS Free Medical and Dental Clinics
$ 8,555
$ 8,555
Subtotal Public Services:
$ 48,566
$ 48,468
Capital Improvements
*City of Newport Beach - Utility Assessment District Grant Program
$ 65,922'
$ 0
City of Newport Beach -108 Loan Repayment
$ 201,654
$ 201,653
*City of Newport Beach - Sidewalk, Curb and Gutter Improvements
$ 8,802'
$ 0
Subtotal Capital Improvements:
$ 276,378
$ 201,653
TOTALS
$ 389,699
$314,285
'These activities were cancelled as a result of the Substantial Amendment to the Action Plan FY 2010 -2011 and 2011 -2012.
The funds of both activities will be allocated to the new 2012 -2013 Sidewalk, Curb, and Gutter Improvements Activity.
Summary of Uses
Activities
Budget
% of Budget
Expenditures
Program Administration
$ 64,755
20%
$ 64,164
Public Services
$ 48,566
15%
$ 48,468
*Capital Improvements
$ 276,378*
65%
$ 201,653
TOTALS
$389,699
100%
$ 314,285
*Utility Assessment District Grant Program activity funds were carried over to PY 2011 -2012 ($65,922).
INSTITUTIONAL STRUCTURE
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
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 19
29
City of Newport Beach
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.
MONITORING
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 /record keeping
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
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 20
30
City of Newport Beach
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.
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:
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 21
31
City of Newport Beach
• 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.
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 2011 -2012 was the eighteenth 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, 2011.
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
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 22
S2
City of Newport Beach
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:
2011 -2012 Program Year Goals vs. Accomplishments
Activity
Accomplishment
2011 -2012
2011.2012
Units
Goals
Achievements
Housing:
Section 8 Housing Choice Voucher and
Housing Units
400
497
Rent - Restricted Units
Housing:
Rehabilitation - Utility Connection Program
Housing Units
7
0
Fair Housing Activities:
Fair Housing & Counseling Services
People Served
200
161
Senior Services:
People Served
100
145
Home Delivered Meals Program
Special NeedslNon- Homeless:
Battered and Abused Spousal Program
People Served
7
14
Special Needs/Non- Homeless:
Substance Abuse Rehabilitation Program
People Served
8
7
Homeless and HIV /AIDS:
Transitional Housing Program
People Served
100
147
Public Services:
People Served
100
404
Health Services
Public Facilities:
Public Facilities
1
1
Section 108 Loan Repayment - Balboa Village
Upgrade Public Facilities with ADA Improv.:
Sidewalk, Curb and Gutter Improvements -ADA
Public Facilities
1
0
General Program Administration
NIA
NIA
NIA
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:
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 23
33
City of Newport Beach
• 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.
The activities funded in program year 2011 -2012 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 Foundation CDBG funds to help low
and moderate - income and persons with special needs to remain in their homes. The
Fair Housing Foundation assisted 161 persons with various fair housing services.
The most noted example of how activities and strategies made an impact on
identified needs during the 2011 -2012 program year is Age Well Senior Services
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. Age Well Senior Services
delivered nutritional meals to 145 seniors and disabled persons in the City during the
program year. In an effort to increase supportive services to elderly residents and
disabled persons, Age Well Senior Services 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 7 low- and moderate - income residents
suffering from substance abuse.
Families Forward provided emergency /transitional shelter to 147 people providing
meals, shelter, clothing, case management and referral services to homeless
families.
Human Options provided services to 14 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 404 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 Substantial Amendment to the Annual Action Plan 2010 -2011 cancelled the
Utility Assessment District Grant Program activity. Eight (8) applications were
received in FY 2010 -2011. The status and disposition of those applicants includes:
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 2/4'
ST
City of Newport Beach
Four (4) were determined eligible and provided with information on how to solicit
bids and to contract for the work in conformance with the Program Guidelines. None
of those four (4) applicants provided the documentation necessary to actually
provide grant assistance.
Two (2) were determined ineligible based on household income exceeding the 50%
of AMI threshold.
Two (2) applications were determined to be incomplete. Neither applicant provided
the necessary documentation to complete their applications.
Subsequent to cancellation, the entire $65,922 budget was re- allocated to the new
2012 -2013 Sidewalk, Curb and Gutter Improvements activity.
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
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 2011 -2012, 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. Additionally, the City is working
with developers to create over 100 new affordable housing units (see Affordable
Housing Table in Section VII). The current projects expected to lead to the creation
of new affordable housing units include:
• Uptown Newport: This project will provide 102 very low- income, 185 low -
income or 369 moderate - income units on or off -site. The project is currently
under review and the entitlement process is expected to be completed during
FY 2012 -2013. 50% of the affordable units are expected to be completed by
2018. Completion of the balance of the affordable units is anticipated
between 2021 and 2027.
• Santa Barbara Condos: This project will develop 79 ownership units. The
project applicant had the option of converting 12 market -rate apartments into
affordable units; however, the applicant has elected to pay in -lieu housing
fees of $1,622,976. Payment of this fee is expected in FY 2012 -2013 and a
specific use for these additional in -lieu funds has not been identified, but
could lead to the acquisition of affordability covenants on existing rental units.
• North Newport Center Planned Community: This project consists of 524
new residential units. In order to construct this project, the project applicant
will convert existing market -rate apartment units at The Bays Apartments to
create affordable housing. The applicant has the option of providing either 52
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 25
35
City of Newport Beach
very low- income, 79 low- income, or 105 moderate - income units for a 30 -year
period. Project completion is expected in 2015.
The Substantial Amendment to the Annual Action Plan 2011 -2012 cancelled the
Sidewalk, Curb and Gutter Improvements activity. The activity was not implemented
during 2011 -2012 due to insufficient CDBG funds. Subsequent to cancellation, the
entire $8,802 budget is to be allocated to the new 2012 -2013 Sidewalk, Curb and
Gutter Improvements activity as part of the 2012 -2013 Action Plan.
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 2012 -2013 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.
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 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 26
so
II. HOUSING
37
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 2011 -2012, 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 377 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
8/1/19
P5
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 15" 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
Proprietorship
Villa Sienna
2102 East 15 Street
07/02122
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
03/26/21
100
1 bedroom
Plaza
Project)
Newport North
2 Milano Drive (County
Perm.
133
Not monitored by
Project
City
Lower Bayview
1121 Back Bay Drive
Perm.
120
96 -1 bedroom
Housing
24 -2 bedroom
TOTAL
538
TOTAL RENTAL UNITS MONITORED BY THE CITY:
377
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 27
38
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 2011 -2012, 120
households received Section 8 rental assistance.
Ensure universal access to fair housing
The Fair Housing Foundation was allocated $12,000 to provide landlord tenant
mediation, eviction prevention and fair housing counseling. Fair Housing Foundation
made contacts with individuals in Newport Beach regarding fair housing issues, 161
persons received services. A comprehensive education and outreach program was
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 2011 2011
Statements Indicator Goals Achievements
Acquisition of Affordability Covenants
on Rental Properties Housing Units 0 0
(North Newport Center & Santa
Affordability /Decent Barbara Condominiums)
Affordable Housing Construction of Multi- Family
Affordable Housing Units 0 0
Housing Units
(Uptown Newport)
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 28
39
City of Newport Beach
HOUSING
5 -Year Strategy:
Preserve and improve the existing housing stock and ensure equal access
Outcome /Objective
planned Activities
Performance
2011
2011
Statements
Indicator
Goals
Achievements
Section 8 Housing Choice Voucher
Housing Units
400
497
and Rent - Restricted Units
Housing Rehabilitation Programs
Housing Units
7
0
Accessibility/ Decent
Affordable Housing
Utility Connection Programs
Fair Housing Program
People
200
161
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 expects to
add at least 102 affordable housing units through the Uptown Newport project
(formerly referred to as Airport Area Conexant in the Consolidated Plan with a goal
of 68 units). Completion of half of these units is expected by 2018.
The City established a Consolidated Plan goal of acquiring at least 34 affordable
housing covenants by June 30, 2015. Currently, the City plans to acquire these
covenants through the conversion of existing market rate apartments at The Bays
Apartments into affordable units as a condition of the approval of the Newport North
Center Planned Community. The completion of the project and the provision of the
affordable units is not anticipated until 2015. The in -lieu fee paid as part of the
Santa Barbara Condominiums project Affordable Housing Implementation Plan may
also be used to create additional affordable units during the Consolidated Plan cycle.
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.
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 29
40
City of Newport Beach
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
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 $2,128,289 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.
HOME /American Dream Down Payment Initiative (ADDI)
The City of Newport Beach does not receive HOME funds.
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 30
42
III. HOMELESS NEEDS
42
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 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 31
-43
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 Foundation 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 HIVIAIDS
Outcome /Objective
planned Activities
Performance
2011
2011
Statements
Indicator
Goals
Achievements
Homeless Prevention Programs
Transitional Housing
Emergency Shelter to Victims of
Accessibility / Suitable
Domestic Violence
Living Environments
People
100
147
Transitional Housing and Support
Services for Victims of Domestic
Violence
Case Management and Other
Services
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 32
44
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 2011 (most recent available), OC partnership
secured $13.7 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: $3,233,916 for 174 Housing Certificates
for tenant -based rental assistance for disabled homeless
• Orange County Housing Authority: $571,176 for 30 Housing Certificates for
tenant -based rental assistance for disabled homeless
• Orange County Housing Authority: $524,424 for 30 Housing Certificates for
tenant -based rental assistance for disabled homeless
• Mercy House: $118,000 for 27 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 6 units, 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
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 33
45
City of Newport Beach
• South County Outreach: $50,191 for 18 beds, supportive services and
operations to provide transitional housing to homeless
• South County Outreach: $175,959 for 50 beds, supportive services and
HMIS to provide transitional housing to homeless
• So. Cal. Alcohol & Drug: $382,345 for 20 beds, supportive services,
operations, leasing and HMIS to provide transitional housing to homeless
■ Thomas House: $87,833 for 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 36 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: $1,050,864 for 58 Housing Certificates
for tenant -based rental assistance for disabled homeless
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 34
40
City of Newport Beach
■ Orange County Housing Authority: $727,608 for 40 Housing Certificates for
tenant -based rental assistance for disabled homeless
• Orange County Housing Authority: $426,648 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 HMIS to provide transitional housing to homeless (Anaheim)
• Colette's Children's Home: $137,882 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 Foundation — 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.
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.
Please also see the services provided by the Fair Housing Council of Orange
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 35
47
City of Newport Beach
County in the General Narrative, Affirmatively Furthering Fair Housing.
Emergency Shelter Grants (ESG)
The City of Newport Beach does not receive ESG funds.
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 36
42
IV. COMMUNITY DEVELOPMENT
�-9
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 2011 -2012 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 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 37
50
City of Newport Beach
PUBLIC SERVICES
5 -Year Strategy:
Contribute to the well -being of individuals, families, and neighborhoods
Outcome /Objective
planned Activities
Performance
2011
2011
Statements
Indicator
Goals
Achievements
Sustainabilityl
General Public Service Programs
Suitable Living
Employment and Other Training
Public Facilities
1
1
Environments
Programs
Accessibility/ Suitable
Food and Essential Services
People
100
404
Living Environments
Family Services
Health Services
Youth Services
The following is a list of CDBG housing and capital improvement projects that were
implemented:
• 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
2011
2011
Statements
Indicator
Goals
Achievements
Sustainabilityl
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 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 38
51
City of Newport Beach
The City pursued all resources described in the PY 2011 -2012 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 2011 -2012 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 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 39
152
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.
7. 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 2011 -2012.
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 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 40
53
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 Substantial Amendment to the Annual Action Plan 2010 -2011 cancelled the
Utility Assessment District Grant Program activity. The following is a brief narrative
of the reason for cancellation:
Eight (8) applications were received in FY 2010 -2011. However, the status and
disposition of those applicants includes:
Four (4) were determined eligible and provided with information on how to solicit
bids and to contract for the work in conformance with the Program Guidelines. None
of those four (4) applicants provided the documentation necessary to actually
provide grant assistance.
Two (2) were determined ineligible based on household income exceeding the 50%
of AM[ threshold.
Two (2) applications were determined to be incomplete. Neither applicant provided
the necessary documentation to complete their applications.
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 41
5-+
City of Newport Beach
Subsequent to cancellation, the entire $65,922 budget is to be allocated to the new
2012 -2013 Sidewalk, Curb and Gutter Improvements activity.
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 2011 -2012.
Antipoverty Strategy
1. Describe actions taken during the last year to reduce the number of persons living
below the poverty level.
In Program Year 2011 -2012, 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 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 42
515
V. NON - HOMELESS SPECIAL
NEEDS
S0
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.
SENIOR SERVICES
5 -Year Strategy:
Provide quality supportive services so elderly residents can live as independently as possible
Outcome /Objective
Planned Activities
Performance
2011
2011
Statements
Indicator
Goals
Achievements
General Senior Programs
Accessibility /Suitable
Information and Referral Programs
Living Environments
People
100
145
Food and Essential Services
Senior Transportation Services
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 43
57
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
2011
2011
Statements
Indicator
Indicator
Goals
Achievements
General Public Service Programs
Battered and Abused Spousal
Employment and Other Training
Programs
Programs
Food & Essential Services
Accessibility / Suitable
Food and Essential Services
Referral and Case Management
People
7
14
Services
Family Services
Employment Training and placement
Accessibility/ Suitable
for persons with Disabilities
Living Environments
Upgrade Public Facilities with ADA
Public Facilities
1
0
Improvements
Substance Abuse Rehabilitation
People
8
7
Services
PUBLIC SERVICES
5 -Year Strategy:
Contribute to the well -being of individuals, families, and neighborhoods
Outcome /Objective
Planned Activities
Performance
2011
2011
Statements
Indicator
Goals
Achievements
General Public Service Programs
Employment and Other Training
Programs
Accessibility / Suitable
Food and Essential Services
People
100
404
Living Environments
Family Services
Health Services
Youth Services
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 44
158
City of Newport Beach
Specific HOPWA Objectives
The City of Newport Beach does not receive HOPWA funds.
PY 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 45
JT
V1. OTHER NARRATIVE
00
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 2011 -2012 Consolidated Annual Performance and Evaluation Report Page 46
01
APPENDICES
02
APPENDIX "A"
SUMMARY OF ANNUAL
OBJECTIVES
03
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 —7
Sources of Funds
Performance Indicators
Year
Expected
Number
Actual Percent
Number Completed
DHA Availability/Accessibility Availability/Accessibility of Decent Housin
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
497
124%
In -Lieu Fee
2012
400
0%
2013
400
0%
2014
400
0%
MULTI -YEAR GOAL
2000
906
45%
DH -1 (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
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
161
81%
2012
200
0%
2013
200
0%
2014
200
0%
MULTI -YEAR GOAL
1000
321
32%
2010 -2014 Consolidated Plan Strategies and Specific Annual Objetives
04
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
Number
Percent
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
0
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
0
0%
2010 -2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B"
015
City of Newport Beach
CPMP Version 2.0
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
#
7
Sources of Funds
Performance Indicators
Year
Expected
Number
Actual Percent
Number Completed
Specific Annual Objectives
SL -1 Availability /Accessibility of Suitable Living Environment
Improve supportive services for elderly
2010
100
144
144%
residents through:
CDBG
2011
100
145
145%
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
289
57.8%
2010 -2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B"
00
City of Newport Beach
6yllx0 ]MI0i•IAA9141kgW04aIIQAIAMV
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
14
200%
2012
7
0%
2013
7
0%
2014
7
0%
MULTI -YEAR GOAL
35
27
77.1%
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
7
88%
2012
8
0%
2013
8
0%
2014
8
0%
MULTI -YEAR GOAL
1 401
151
37.5%
2010 -2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B"
07
City of Newport Beach CPMP Version 2.0
HOMELESS AND HIV /AIDS
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
SLA 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
147
147%
homelessness through:
- Homeless Prevention Programs
People
2012
100
0%
SLA (3)
- Transitional Housing
Emergency Shelter to Victims of Domestic
Violence
2013
100
0%
- Transitional Housing and Support Services for
Victims of Domestic Violence
2014
100
0%
Case Management and Other Services
MULTI -YEAR
GOAL
500
291
58.2%
2010 -2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B"
02
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
# -7
Sources of Funds
Performance Indicators
Year
Expected
Number
Actual
Number
Percent
Completed
Specific Annual Objectives
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
404
404%
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
773
154.6%
2010 -2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B"
09
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
Obj.# Specific Annual Objectives
Sources of Funds
Performance Indicators
Year
Expected
Number
Actual Percent
Number Completed
SL -3 Sustainability of Suitable Living Environment
SL -3 1 )
�
Repayment Section 108 Loan / Balboa Village
Improvements - Preserve community
infrastructure in order to eliminate blight,
blighting influences, and prevent deterioration
of property. The improvements will stimulate
future economic investments and create a
suitable living environment.
CDBG
Public Facility
2010
1
1
100%
2011
1
1
100%
2012
1
0%
2013
1
0%
2014
1
0%
MULTI -YEAR GOAL
5
2
40.0%
2010 -2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B"
7 L-)
APPENDIX "B"
CPMP PROJECT SUMMARIES
71
Grantee Name: City of Newport Beach
P'ect Name:
CDBG Administration
DM tiers:
I 11DISProjectir: 2011 -01 UOGCede: ICA62454 NEWPORT BEACH
This project will provide 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 Cate p
City of Newport Beach
3300 Newport Blvd.
Select one:
Flansng /AAmes9ra0on V
Newport Beach, CA 92658
Explanation:
Expected Completion Date:
The goal of the City's CDBG program Is to provide decent housing, housing
choice, suitable living environment and economic opportunity for all
re dents, businesses and visitors. Staff responsible for CDBG
6/30/2012
lectrve tegory
0 Decent Housing
administratian work towards these endeavors.
S SuRable Wing Envtronment
Q Bmawmlcopportunty
Specific objectives
Outcome Categories
El AvailablllN /Accessibility
❑AHwdabde,
1 Arpve are sOMOSN byitvtl 1. Penes
2
❑Sucadrabillty
3
is
C
is
Acoi Type
Proposed
N/A
Accoi Type I ,
Proposed
Pro ram Year 1
Underway
Program Year 4
Underway
complete
complete
pE
i m
AMmgd Tips
pro posed
N/A
Ao.'ngd Type v
Proposed
Underway
Underway
u _
p
o E E
Pro ram Year 2
Program Year 5
Complete
Complete
6 u
A®rpL Typo
Proposed
®r
ApL Type v
Proposed
Underwav
Underway
U
d
Complete
Complete
Program Year 3
Con Plan Period
Proposed Outcome
Performance
Measure
Actual
Outcome
Access to decent housing and
National Objective: N/A individual CDBG Project
sultable living envlronmen[
2MGevtl RpgrariMdu@adm 570.205 V Nam, Cots r/
Nenix Codes , Nana, Cotla
Nmbc Codie , Namc Cetlx
CDBG
Proposed Amt.
$60,285
Dndsource v I
Proposed Amt.
Actual Amount
$60,285
Actual Amount
d
AA®ad.lyan
Ratla�
Proposed Amt.
Dnd gum v
Proposed Amt.
Actual Amount
Actual Amount
I v
Prep osetl Units
N/A
Amrpl. Tyye -
Proposetl Units
QActual
1
Units
N/A
Actual Units
AAO..V.lW. v
Proposed Units
A®ryt.lypc v
Proposed Units
Actual Units
Actual Units
N
Coat
Proposed Amt.
$52,755
Ondanum -
Proposed Amt.
Actual Amount
$52,164
Actual Amount
N
AAmrpL
raid gum
Proposed Amt
BelEgum 'Proposed
Amt.
Actual Amount
Actual Amount
Type
1
Pro used units
N/A
AmrpL Type
Proposed units
00
G
Actual Units
N/A
Actual Units
!rbt r a v 11
Pro aced Un its
Anoint Type -
Proposed units
Actual Units
Actual Units
m
Coat ,
Proposed Amt.
and gum �
Proposetl Amt.
Actual Amount
Actual Amount
ypnd
�yxm ,
Proposed Amt
pnd ausm
Proposed Amt.
Actual Amount
Actual Amount
Type:
Pont, osed Units
Amrp,lype:
Pro osed Units
Actual Units
Actual Units
P
1
Amepl. Typo
Proposed Units
Amrpl.lyxa
Pro osed Units
Actual Units
Actual Units
O
CoBG
Proposed Amt.
Fund some ,
Proposed Amt.
Actual Amount
Actual Amount
d
Y
IEp
atl gum
Proposed Amt
Ntl gum
Proposed Amt.
Actual Amount
Actual Amount
Ammpl. Type:
Pro osed Units
Amvrpl. Type: v
Proposed Units
Oi
O
y
Attual Units
Actual Units
Amopl. Type: I .
Pro exact Units
Amryt lype: .
Proposed Units
Actual Units
Actual Units
in
CDBG
Proposed Amt.
Fndgum v
Proposed Amt.
Actual Amount
Actual Amount
E
I
Other l V
Proposed Amt
Fndgem 1 �
Proposed Amt.
Actual Amount
Actual Amount
ADLtrY. Typee V
PrOPOSed Units
A®rtY. TYPE:
Proposed LtM
V
Actual Units
Actual Units
OI
O
D.
Amatid.Type iV
Proposed Units
Apntpi,Type:
Proposed Units
Actual Units
Actual Units
L.
72
Grantee Name: City of Newport Beach
Prof. xame:
Fair Housin Services
Description,
1Drs Pmjettn: 2011 -02 jUOGCodeo ICA62454 NEWPORT BEACH
The project will provide fair housing education, counseling, and enforcement services to current
or potential Newport Beach residents, Coupled with landlord /tenant counseling services. These
services impact and benefit target COBG areas and the e#remely -low to moderate income
population.
Lacaticam
Pmm xaad Category
:air MOYSing Pounda[ion
3605 Long Beach give,
Long Beach, CA 90807
Select one:
_
Manr9fl�:y��,
Explanatian:
E %petted Completion Data:
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.
5/30/2012
n
OO Decent Intones
O suitable Lived eov:mnment
O sconce ie "community
Specific objectless
Outcome Categories
AvalladlM1y /Aceena p.W
Atonabllity
surenadiaty
1 alto sessions la ho us V
2
3
9
d
M Ped 1
Proposed
M1 ie
Proposed
Pro ram Year l
underwa
Program Year 4
Underway
Complete
complete
d L
Y u
F E
011hpe V
Pro ram Year 2
Proposed
200
Moppose
Program Year 5
Proposed
Underway
Underway
<om lete
161
<om lete
a`
a
anPeTle V
Program Year 3
pop, osed
an Piston V
Con Plan Period
P.o oseE
Underway
Underway
complete
complete
Proposed Outcome
Performance
Measure
Actual Outcome
Acceseibllity rarthe pumose of
providing decent affordable
housing
National Objective: N/A
pH -1 Availablllty /Accessibility
31D Far14Ve;,9Afiuron ( abjattE Yp/,ghm, y)STAa� W _ Vide DSks IV-
Mi Cod s _M4ufc6s
.rN iV Marm. I!�
M
qRanm�
E
Y
g
d
Fan Stem
Proposed Amt
Fund Stem IV
Fan4am .
Proposed Amt.
Actual Amount
Actual Amount
Proposetl Amt.
Proposetl Amt.
Actual gmount
Actual gmount
Aremrl. Tyre: V
Ancem LP e: I
Pro asetlllnits
A m. Tdac I
hm,rs. Ty¢:
Pro osetl Units
gttual Units
Attual Units
Prep oseE Units
its
Actual Units
N
Q4 V
Pro osed Amt.
12000
Ran Swm W
t.
Actual Amount
12 000
nt
tAmount
N
Y
�
E
N
Is
4
a6a W
Pro osetl Amt.
581 359
nand v .m V
mt.
Actual Amount
$581,359
Actual nt
.pays, V Pro osetl Units
Actual Uni6
A�ttY. Tyre: V Proposed Units
Actual Uni6
20D
161
Amip. Ty{C: V
Pro oseE Uni6
Adppri T yr4: 1
Pro oseE Uni6
Actual Units
Actual Units
M
q
Y
E
Y
m
0
d
WHi I
pop osed Amt.
Fad 9a:%m
Pro osetl Amt.
Actual Amount
ActualAmount
Other V
Pro osed Amt.
V
Pro osetl Am[.
Actual Amount
Actual Amount
01 MTie W
Proposed Units
A:mnY. Tyre: W
Proposed Units
Actual Units
Actual Units
Andedi Tyre .
Proposed units
Amp. Tyre .
Pra mad Units
Actual Units
Actual Units
V
q
E
Y
q
D
4
WBG
%r
other
Proposed Amt
Fund b I.
Rand gum
Proposed Amt.
Acual Amount
Actual Amount
ose
Proptl Amt
Proposed Amt.
Actual Amount
Actual Amount
o1 Ry1[
An Ty¢:
A:mryl. Type: V
,l n]. Ty¢: V
Pro osetl Units
Pro osetl Units
Actual Units
Attual Units
Pro oseE Units
Prep oseE Units
Actual Units
I Actual Units
N
qDav
Y
E
4
Q'B W
Proposed Amt
Rand SUm
Pro osetl Amt.
Actual Amount
Actual Amount
V
Proposed Amt.
n:M Sava W
I Proposed Amt.
Actual Amount
Actual gmoun[
pl Pads ar Proposed Units
Actual Units
!t_1 mare �
Pro Os[tl Units
Actual Units
Ymlph'son I,
prop osetl Units
H01rY. Typed 11
IPp oseE Units
Actual Units
I Actual Units
73
Grantee Name: City of Newport Beach
Project Name:
I Human O tians: Community Resource Center
Description:
Ibis Project #: 2011 -03 UOG Cade: ICA62454 NEWPORT BEACH
This project will provide 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.
Location:
Priority Need Category
Community Resource Center
5540 TrabuccO Read
Select one:
_
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
themselves. This can often lead to homelessness.
6/30/2012
e ve dry
O Decent Housing
* soluble ul Environment
National Objective Citation: LMC 570.208(a)(2)(i)(A)
Q Economic opportunity
specific Objectives
1 grpoeycmMtafor lowhntl inure pears
Outcome Categories
0 Availadlity/kDoulanity
❑Aflordabllity
2 V
3
❑shatinabllity
u
alnyple V
Proposed
7
of People
Proposed
Program Year 1
Underway
Program Year 4
Underway
complete
Complete
13
a
a
Y
u
o E
01 People
Program Year 2
Proposed
7
Ol Pepe
Program Year 5
Proposed
Underway
Underway
com lets
Cc m lets
14
a Y
01 People
Undersea
0®rb. Typo
Proposed
Underway
underway
a
-
-
Complete
Complete
Program Year 3
Con Plan Period
Proposed
Outcome
Performance Measure
I Actual
Outcome
Accessolllty for the purpose M
People
SL -1 Availabllity /Accessibility
creating suitable living environment
DSSi 6'iteetl ad Att�$wrca SAIDS(ej a Means Dallas
�Ci atl Olx 9oM6(e) L� t4tb&—
rAsb[lbtl® '
Mapsmtla
.i
Cae6
Prep ds.E Am[.
$4,600
Nsd cases L,
Proposed Amt.
Actual Amount
$2,179
Actual Amount
V
q
oye
Proposed Amt.
$408,69B
Rstl same v
Proposed A.
Ac[ualAmounk
Actual Amount
01 Rage
Proposed Units
7
Armory. Type er
Proposed Units
P
O
6
Actual Units
13
Actual Units
Am. Trya i,
Proposed Units
hmNi Type, v
Proposed Units
Actual Units
Actual Units
y,l
f1EG er I
Proposed Amt
$3,867
Nntl$t•IB ,
Prep osetl Amt.
Actual Amount
$3,769
Actual Amount
W
E
ry
other
PrOPOSad Amt
$426,931
Fsdsasm V
Proposed Amt.
Actus mount
5426,931
Actual Amount
01 RYx#e er
I Proposed Units
7
peep, Type er
Proposed Units
Actual Units
14
Actual Units
0
O
1
Armtpl. Types v
I Proposed Units
ABry 1. Type er
Pro osetl Units
Actual Units
Actual Units
m
Calls -
proposed Amt
nsd �sre er
Proposed Amt.
Actual Amount
Actual Amount
N
7
Iq
Dye V
Proposed Amt
Wtl9arts
Proposed Amt.
Actual Amount
Actual Amount
01 Pape V
Proposed Units
Amrgy. TgE
Proposetl Units
Actual Units
Units
O
4
A®rpl. Type v
Proposed Units
_Actual
Aoa,fy, Type .
Proposed Units
Actual Units
Actual Units
a
®G
Proposetl Amt
nerd SNr2
Proposed Amt.
Actual Amount
Actual Amount
at
E
oMha
Proposetl Am[.
Rsdsyso:
Proposed Pmt.
Actual Amount
Actual Amount
01 People W
Proposed Units
Abori Type s,
Proposed Units
A
Actual Units
Actual Units
0
O
AtmrPL Type ,
Pro osetl Units
Ammi Type si�
Pro osed Units
Actual Units
Actual Units
gt
Cases ,
Proposed Amt
Fsd its V
1 Proposetl Amt.
is
Actual Amount
A[tualAmount
y
E
ryfe v
Proposed Am[.
FrdScsm, V
I Proposed Amt.
Actual Amount
lActual Amount
Ol People w
Proposed Units
0[¢trry. Types �
Proposetl Units
A
Actual Units
Actual Units
P
O
d
Omnpl. Typx 1
Pro osetl Units
Armory. Type �
Proposetl Units
Actual Units
A<[ual Units
Grantee Name: City of Newport Beach
Project Name: !Families Forward: Transitional Housin Pro ram
Description: IDIS Project x: 2011 -04 UOO COae: CA62454 NEWPORT BEACH
The Transitional Housing program assists homeless families to regain stability and self sufficiency. The target
population Is homeless families with children. The program provides case management and supportive
services to households residing in Families Forward transitional housing units. CDBG funds will be use to pay
for a portion of the salary of a rase manager.
Location:
Priority Need Latepory
Families Forward
9221 Irvine Blvd.
Select one: P�c� V
Irvine, CA 92618
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 homeleness.
National Objective Citation: LMC 570.208(e)(2)(i)(A)
6/30/2012
ve egory
O Decant Houses
* suitable Living Envlronment
00 EmnomlC Oni artunity
speeific objectives
Outcome Categories
1 LaeactM ranLaafhmdea pe5prp npdrq irdypmmvtfppeng
O Avelabillty /ACCgsihllity
❑Affordability
2 N�eae zayi�forb Mvditmre pass V
3
❑sustalmbillty
a
C
EProgram
mpw* L.
Year 1
Proposed
100
MRecall v
Program Year 4
Proposed
underway
Unw
deray
Complete
144
Complete
i
y
mPeople V
Proposed
loo
mpeople V.
Proposed
Underway
Underway
D E
Vear 2
Program Year 5
Complete
147
Complete
mtO
_Program
Aoanpl. Type, I.
Proposed
Acconpl. Type V
Proposed
Underway
QUnderway
complete
complete
Program Year 3
Con Plan Period
Proposed
Outcome
Performance Measure
Actual
Outcome
Accessibility for the purpose of
People
SL -1 Availability /Accessibility
creating suitable living environment
�Nac Sayia Mall _VJ sebh�
r4ltNloda fffiik piles
ataacot� �'
Mahufads �
,y
mar
Proposed Amt.
$10,000
pDd scum -
Proposed Amt.
Actual Amount
$10,000
Actual Amount
s.
al
-
2
other, .1
Proposed Amt.
$1,104,907
Rrtlgum V
Proposed Amt.
Actual Amount
$1,104,907
Actual Amount
Mregie
Proposed Units
100
p®qy, Tyt¢ V
Proposed Units
Actual Units
144
Actual Units
OI
6
Amspl, type I V
Proposed Units
Aosnpl. Type v
Proposed Units
Actual Units
Actual Units
N
tTH'
Proposed Amt.
$8,406
Fyrigxao= -
Proposed Amt.
is
Actual Amount
$8,406
Actual Amount
d
NM
Otls V
Proposed Amt
$1,093,610
FW gum
Proposed Am[.
Actual Amount
$1,043,610
Actual Amount
PaT1e
Proposed Units
100
AssionnFY. Type V
Pro osed Units
Actual Units
147
Actual Units
0
6
/®npl, Typo
Proposed Units
Aparpl. type V
Proposed Units
Actual Units
Actual Units
M
COM V.I
Proposed Amt
fwgum -
Proposed Amt.
Actual Amount
Actual Amount
y
4
gndgxso=
Proposed Amt.
pssd ---TV
Proposed Amt.
Actual Amount
Actual Amount
at Aryl+ v
Proposed Units
Atmtpl. Type ,
Pro osed Units
Actual Units
Actual Units
OI
LLAmIpL
Type:
Proposetl Units
Aocopl. Type
Proposed Units
Actual Units
Actual Units
p'
pgr V
Proposed Amt.
Magum V
Proposed Amt.
Actual Amount
Actual Amount
q
y
-
N
other .I
Proposed Amt.
Ford gam LV
Proposed Amt.
Actual Amount
Actual Amount
at ggle ,
Proposed Units
A ®qY. 7Wa V
Proposed Units
Actual Units
Actual Units
DI
6
hens AVe, V
Proposed Units
Acal Type V
Proposed Units
Actual Units
Actual Units
N
moo
Proposed Amt.
Fvri SNrm V
Proposed Amt.
Actual Amount
Actual Amount
yDean,
>-
NMpeople
Proposed Amt.
Nrtlgum
Proposed Amt.
Actual Amount
Actual Amount
V
Proposed Units
A®rp. Type V ,
Proposed Units
Actual Units
Actual Units
0
LLAmryl.
typo
Proposetl Units
AccompL Type v.
Proposed Units
Actual UnW
Actual Units
Grantee Name: City of Newport Beach
Project Name:
Agee Well Senior Services: Home Delivered Meals
Description:
I I IDIS Project a: 2011-05 UOGCOde: ICA62454 NEWPORT BEACH
Age Well Senior Services will provide home - delivered meals to homebound senior citizens (62
years or older) who are uanble to prepare meals for themselves due to age, illness, or disability.
COBG funds will be used to pay for a portion of the salary of home- deliverd meal staff.
Location:
Priority Need Category
Age Well Senior S.,,up, I.T.
24300 El Toro Road, Suite 2000
Select one:
_
Laguna Woods, CA 92637
Explanation:
Expected completion Date:
Homebound seniors often have difficulty preparing nutritiously appropriate
meals for themselves. Home delivered nutritious meals enables homebound
seniors to remain in their homes, avoid being institutionalized, and creates
6/30/2012
ve Category
0 Count Imsmg
a more SU Oable living environment.
Suitable Uvig Environment
National Objective Otal LMC 570.208(a)(2)(1)(A)
Economic Opportunity
Specific Objectives
Outcome Categories
1 Inposetlleseviosfor bvFrotl i�tmnepe�s
Q+ Availablliry/Aaesslbility
❑WOMabiliry
2
3
❑SUDaInabllM
_
EProgram
Di gnple V
Year 1
Proposed
100
Ol Pape
'Underway
Program Year 4
Propasetl
Underway
complete
142
complete
dL
y N
N a
'F E
of People .
Pro ram Year 2
Pro ozed
loo
Di rBgie
Pro ram Year 5
Pro ozed
Underway
Underway
Complete
145
Complete
6 u
olpowas
Proposed
p®rip, Type v
Proposed
jUndemay
QUnderway
iv
complete
complete
Program Year 3
Con Plan Period
Proposed Outcome
Performance Measure
Actual
as
Outcome
Accessibility forthe purpose of
People
SL -1 Availability/Accessibility
creating sultable living environment
M4vSerei ®5RA1(e) F4Eiz CndS
I- Codes
MONCOEe V
14AT.Cal
,y
coop w
Proposed Amt.
$20,000
Fadsands _
Proposed Amt.
Actual Amount
$20,000
Actual Amount
M
E
E
Other, V
-
Proposed Amt.
$1,552,940
Fud Savo: _
Proposed Amt.
Actual Amount
$1,552,940
Actual Amount
UPape ,
Proposed Units
100
A®rp, Typa
Proposed Units
Actual Units
142
Actual Units
Ot
a
lmryi. Type ,
Pro osed Units
Arnaud Type w I
Proposed Units
Actual Units
Actual Units
N
coos IV
Proposed Amt.
$18,492
Fund Save V
Proposed Amt.
Actual Amount
$18,492
Actual Amount
To
E
M
Ov,e I,
Proposed Amt.
$1,559,440
Fud Saar V
Proposed Amt.
Actual Amount
$1,559,440
Actual Amount
M Pads
Proposed Units
100
Addi Types -
Pro ozetl Units
Actual Units
145
ARUaI Units
P
a
lmryi. Type v
Proposed Units
Atmgl. Type , I
Prep osetl Units
Actual Units
Actual Units
m
cops V
Proposed Amt.
Fund Source: V
Proposed Amt.
Actual Amount
Actual Amount
T
E
over V
Proposed AmG
Fund SUaa: V
Proposed At.
m
Actual Amount
Actual Amount
at pecde v
Proposed Units
Atmgi Type -1
ni[z
Actual Units
s
G7
O
G
-
lml Type
Proposed Units
alp.. Type V
nits
Actual Wks
s
RA...pt
call .
Proposetl Amt.
Nod Sa vo= V
mt.
Actual Amount
unt
d
2
Utle ,
Proposed Amt.
Md5'oso3
roposemt.
Actual Amount
Actual Amount
moral ,
Proposed Units
Amgi Type I
Pro osed Units
Actual Units
Actual Units
M
O
LL
Amrp.ly➢e v
Proposed Units
Amrp. Type V I
Proposed Units
Actual Units
Actual Units
0
else ,
Proposed Amt.
rud5ouo= V
Proposed Amt.
Actual Amount
Actual Amount
yOver
T
Amost
Proposed Amt
Fund Sass v
Proposed Amt.
Actual Amount
Actual Amount
e �
Proposed Units
A.".Type �
Pro osed Units
Actual Units
Actual Units
on
LLAmrp.
Type ,
Proposed Units
A.W. Type V I
Proposetl Units
Actual Units
Actual Units
70
Grantee Name: City of Newport Beach
Project Name:
1 Serving People In Need (SPIN): Substance Abuse Treatment Program (SARP)
Description:
I JIDIS Project A: 2011 -06 1 UOG Code: CA62454 NEWPORT BEACH
SARP provides access to substance abuse recovery to those least able to afford it - the homeless
and low income. These individuals cannot otherwise afford treatment. Case management includes:
counseling, supplemental employment services, medical assistance, and legal assistance. CDBG
funds will be used to pay for personnel costs to implement this program.
Location:
Priority Need Category
Serving People In Need (SPIN)
151 Kelart , H -2 5
Select one:
-
Costa Mesa, CA 92626
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
6/30/2012
rve egpry
0 Demnt Hcuvng
persons suffering from substance abuse.
0 suitable Ul Emiranment
National Objective Citation: LMC 570.208(a)(2)(1)(A)ll
Emmmlc opppiwniry
Specific objectives
Outcome Categories
1 Ahis. the services for baytrW irmne pose
Q AVallablliry /ACmssihpiry
❑Affokablliry
End drvchmod��'.�
2
3 V
❑Sotsirebllity
w
EProgram
In. People
Year 1
Proposed
8
01 People
Program Year 4
Proposed
Underway
Untlerway
complete
s
complete
d M
U
D a
E
mPaple
Pro ram Yea 2
Proposed
a
01 FeXie V
Pro ram Year 5
v.... sed
Underway
Untlerway
com lace
Complete
6 E
D1 MOe
Proposed
Aoarol. Type V
Proposed
Untlerway
QUnderway
complete
complete
Program Year 3
Can Plan Period
Proposed Outcome
Performance Measure
Actual
Outcome
Accessibility for the purpose of
People
5L -1 Availability /Accessibility
creating suitable Irving environment
of 91�re/8 ®SV1[®SAmm(e7 . sWeCatlas
pg 91ffirm Ala�SaU®SAmm(e7 V Mhbh cAtlw -,
6tl[bercd Wil orcmdes
,y
rose
Proposed Amt.
nstlsusd V
Proposed Amt.
Actual Amount
Actual Amount
Dtla V
Proposed Amt.
M-
head Suao:
Proposed Amt.
n
y
E
Acal Amount
Actual Amount
m Moe w
Proposed Units
Acopl. Type:
Proposed Units
Actual Units
Actual Units
OI
2
EL
Amaral Tyler' ,
Proposed Units
poz". Types V
Pro osed Units
Actual Units
P$1291;1412
Actual Units
ly
meG v
Proposed Amt.
rub Sp �. V
Proposed Amt.
Actual Amount
Actual Amount
Otllo-
Proposed Amt.
rand Souce: "
1
Proposed Amt.
n
y
Y
h
Actual Amount
$425,4921
Actual Amount
D1 Mime
Proposed Units
8
q�rlpl. Tyt¢:
Proposed Units
Actual Units
J
Actual Units
0
a
A®qy, Tp3
Pro osed Units
Aozrrpl. Type
Pro osed Units
Actual Units
Actual Units
m
mM13 VI
Proposed Amt.
rum Scare V
Proposed Amt.
Actual Amount
Actual Amount
y
otg VI
Proposed Amt.
q.,a Sum .
Proposed Amt.
Actual Amount
Actual Amount
NIn.
people I.
Proposed Units
A®rpL Type I
Proposed Units
Actual Units
Actual Units
N
a
AmXgl. Tyxx V
Proposed Units
Amami. Typo V
Proposed Lull
Actual Units
Actual Units
1Der V
Proposed Amt
Bad Spud: t
Proposed Amt.
Actual Amount
Actual Amount
M
>-
AMP.,*
rudscume V
ods V
Proposed Amt.
Proposed Amt.
Actual Amount
Actual Amount
IV
Proposed Units
A ®rpL Type:
Proposed Units
Actual Units
Actual Units
o
a
Aoarp, Type: IV
Proposed Units
Ao nVL Type: V
Proposed Units
Actual Units
Actual Units
in
mg' ,
Propose tl Amt
Feld Scapa .
Proposed Amt.
Actual Amount
Actual Amount
doDS
Y
Nmpopse
Proposed Am[.
.
Proposetl Ami.
_
Fund SdaB "
Actual Amount
Actual Amount
Pro osetl Units
AmamLTypo V
Proposed Units
Actual Units
Actual Units
Ol
4
Apalrp, Pipe:
Propose Units
Acropl. Type: V
Proposed Units
Actual Units
Actual Units
77
Grantee Name: City of Newport Beach
Pro'ect Name:
Share Our Selves 505: 505 Free Medical and Dental Clinics
oescripnon: 1DIS Protect A: 2611 -07 U. rode: CA62454 NEWPORT BEACH
Share Our Selves will provide primary /urgent are on a daily walk -in bask, chronic rare, and specialty care by appointment
to unlsured Orange County residents and patients In me County MIC Program. In addition, 505 provides bridge medical are
to patients who qualify for medical insurance programs and are waiting to be placed in an appropriate medical home or who
will not qualify but who reside far from SOS and therefore need to establish a medical home closer to home. Full scope
primary care /urgent care cllnics is a commitment to true open access for those lacking a more traditional medical home,
Location:
Indigrit, Need Costagodir
Share our Selves
1550 Superior Avenue
Costa Mass, CA 92627
Select one:
_
Explanation:
Expected completion Date:
Provide free medical and octal care to unisured low /mod income persons.
National Objective Citation: LMC 570.208(a)(2)(I)(B)
6/3042012
ve eggry
cecen[ Hpusng
Suitable W, Environment
Economic upnortunity
Specific OD ecitive ,
Outcome Categories
Q AVailadility/Accessibility
❑affordability
❑ Suoaimbility
1 Lrpoegra 9es�fvloipfiyxl inmepavc
- -_
2
B
g
_
Is u
mPape !I,I
Program Year 1
Proposed
100
Attempt Typx v
Program Year 4
Proposed
Underway
Underway
complete
369
complete
d L
' e
V
u °
mR1pe s,
Program Year 2
Proposed
100
Agerml T" s,
Program Year 5
Proposed
Untlerwe
U -down.
complete
404
complete
M?
aUnderway
ups,µ Type
Program Year 3
Proposed
A®rp Type
Proposed
Con Plan Period
Underway
complete
complete
Proposed
Outcome
Performance Measure
Actual
Outcome
Accessibility for the purpose of
creating suitable living environment
People SL -1 Avallabllity/Accessibility
Pa BOlc Services (general) eAad(e) Mattreses
Mmdx btb rnmarraa®
yet COtla 16t &r�s
N
M
NmPmp@
I.
A.
mg'
Proposed Amt
$g,OOO
gatl gym hir l
Proposed Ann
Actual Amount
$9,000
Actual Amount
me
Proposed Amt.
$3701 276
Fund murages V
Proposed Amt.
Actual Amount
$3,701,276
Actual Amount
Proposed Units
100
pvvrpL Typo
Proposed Units
Actual Units
369
Actual Units
Ammpk1,,e sp
Pro osetl Units
A�pl hipe v
Proposed Units
Actual Units
Actual Units
N
al
E
O
N
O
d
tai
Proposed Amt.
8 555
Ford! sosm
Proposed Amt.
Actual Amount
8555
Actual Amount
Ode s,
Proposed Amt.
$4,150,919
Mad Senate i
Proposed Amt.
Actual Amount
$4,150,419
Actual Amount
mPaga sr
Proposed Units
100
AmryLTi s !�
Proposed Units
Actual Units
404
Actual Units
hmrpl Ty¢
Proposed Units
A®dpL T}pe V
Proposed Units
Actual Units
Actual Units
he
yolder
E
OI
GAman
Does s,
Proposed Amt
Mad Asm ,
Proposed Amt.
Actual Amount
Actual Amount
Proposed Amt
Msd 5usm v
Proposed Amt.
Actual Amount
Actual Amount
mlRpk+ '♦
Proposed Units
AmrFL Tyfg
Proposed Units
Actual Units
Actual Ore.
LType ss
ed Units
Aoarp Type
Proposed Units
Units
Actual Units
be
Ol
Does
etl Amt.
Mrdes,
Proposed A mt.
Amount
Actual Amount
other
etl Amt
MsdSmm
Pro osetl Amt.
Amount
MUnits
Actual Amount
etl Units
A®rpLT}pe sr
Pro osed Units
Units
Actual Units
A®lpLPrye
ed Units
Auggd LTyo �
Prop osea Units
Units
Actual Units
I. q
e
E
p-g'
etl Amt
Msd SUSm
Prime setl Am[.
Actual Amount
Actual Amount
gtla
Propose Ain
nn nd 5 V
Proposed Amt.
Actual Amount
Actual Amount
mPevpl
Proposed Units
Proposed Units
Actual Units
Actual Units
Pro osetl Units
Pro osetl Units
Actual Units
Actual Wits
Grantee Name: City of Newport Beach
Pro ea rvame:
Section 108 Loan Re
a ment
oescripfim:
IDIS Project x:
2011 -08 uoo code: JEA62454 NEWPORT BEACH
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.
Location:
Priority Need Category
LMA - Census Tract 62800.1
Select one:
pubi`BaOrides �
Explanation:
expected Completion Date:
Targeted areas within Balboa Village were detonating. To eliminate the
blight, blighting influences and prevent further detonation, the City used
CDBG 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: LMC 520.208(a)(1)
6/30/2012
1 nx Cansi
C) parent Housing
Q soluble Living Environment
0 Economic OpppNnity
Specific Objections
Outcome Categories
El Motisbi6ry /ACreisiblllty
❑AiFortlablldY
[1sustainabiliry
11rrA :M4PttY /i,n®a:le::adYOrpJir. i:rtsvena6Rr Yxaiwre penis .I
2 imp °' esideft/ I : Aer4ty &nektbodm:lfmlYrsfmbwilmnep .
3
0
C
vE
nPublereaEa .I
Program Year 1
Proposed
1
11 Bbip Palm i. -. .Proposed
Pro arm Year 4
Underway
Underway
complete
1
complete
NllNic
f
raifh"s as
Pro ram Year 2
Pro osed
I
llW:ic facHies .
—
Pro ram Year 5
ones osetl
U nderway
underway
Complete
1
ca m let"
o
it $
QUnderway
ssnnip r as
Program Year 3
Proposed
AmipL TPe .. 'Proposed
Con Plan Period
Underway
complete
complete
Proposed Outcome
Performance Measure
Actual
Outcome
Accessibility for the purpose of
creating suitable living environments
Public Fad llty SL -3 Sustainability
[SF P4sea R�Aratcf 9xllm 1161mn1tix181 . LYbb:rn0a
19FPiinetl WyAtratrt4saxl MIlan lltlGDet . Mbb "a Clips
Edda .
Ma monsdat
s
W
ryllRlec
OI
a
mBf .
Proposed Amt
$199,346
pnd-, .I
Proposed Amt.
Actual Amount
$199,345
Actual Amount
Fmd Slam: . I
Proposed Amt
Z::;7 -,so
Proposed Amt.
Abuse Amount
Actual Amount
Proposetl Units
PoOSd .
Proposed Units
1
Actual Units
1
Actual Units
Pmnp. Type .
Proposed Units
pose
.
Proposed units
Actual Units
Actual Units
VPmp.sed
N
N
y
A
OI
a
Cost I.
Proposed Amt
$201,654
Proposed Amt.
Actual Amount
$201,653
Actual Amount
qM SOSe .
Proposed AmL
Proposetl Aml.
Actual AmOunf
Actual Amount
llplse rmilli
Proposed Units
1
.
Prpppsed Units
Actual Units
1
Actual Units
A®np -n a: .
Proposetl Units
Api Type . I
Proposed Units
Actual Units
Actual Units
m
as
E
n
OI
a
Cli .
Proposetl Arm.
Nand Spve .
Proposed Amt.
Actual Amount
Actual Amount
gatl Aae I.
Proposed Amt
pond Sasm .
Proposed Amt.
Actual Amount
Actual Amount
nPublef9dY' .
Proposed Units
=777-
Proposed Units
Actual Units
Actual Units
A�pl. Tog .
Proposed Units
goanp. Toe .
Proposed Unitr
Actual Units
Actual Units
Q
N
W
NllRBCFmfaa.
tp
O
6
L19r I.
Proposetl A.I.
Nnd soya .
Proposed Amt.
Actual Amount
Actual Amount
qnd gaare; .
Proposed Amt
Fund loops: .
Proposed Am[.
Actual Amount
Actual Amount
Proposed Units
/ pL Tqs .
Proposed Units
Actual Units
Actual Units
Aposrp, Type .
Proposed Units
A®rpL Tpe L
Proposed Units
Actual Uni[z
Actual Units
pl
yFa:tl
E
01
LLA®np.
calle aa
Proposed Amt
pandlipass .
Proposed Amt.
Actual Amount
Acmal Amount
Spam; .
Proposed Amt
Fmtl Seam .
(Proposed Arm
Actual Amount
Actual Amount
llnb4p Fa,,o.
Prop osed Units
µ CPL Top; .,Proposetl
Units
Actual Units
Actual Units
Type .
Proposed Units
Amerµ TOe .
Proposetl Units
Actual Units
Aetual Units
�9
Grantee Name: City of Newport Beach
Project Name: Sidewalk, Curb and Gutter Improvements
Description: 111DIS Project #: 2011 -09 June Code: CA62454 NEWPORT BEACH
PROJECT WAS CANCELLED AS A RESULT OF THE SUBSTANTIAL AMENDMENT TO AP 11 -12. 'This project will provide
Improvements in the following order: 1) Update a Citywide Transition Plan for accessible public improvements for ADA
impacted persons; and 2) reconstruct curb access ramps citywide. Both functions help to provide accessibility to public
improvements throughout the Gty of Newport Beach. CDBG funds will be used for the construction of curb access
ramps citywide."
Locatlom
Priority Need Category
City of Newport Beach
3300 Newport Blvd.
Select one:
arAasoumre V
Newport Beach, CA 92658
Explanation:
LMC
Provide updated plan for access improvements citiwide for ADA Impacted
perspns.
National Objective Citation: LMC 570.208(a)(2)(ii)(A)
Expected Completion Date:
6/3012012
ary
ng
7�� g En vironment
Specific Objectives
portunity
Outcome Categories
1 avms rerlgectboar9 apaysal9aEMgbpasev/�®I pis
Availability/Attadel lily
2
Affordability
Su3ainability
3 V
Anni p. Ifni ♦
Pro .sea
.
Pro oaetl
H
_
Underway
underway
Complete
complete
p
Program Year 1
Pro ram Year 4
Public F
Proposed
10
.
Proposed
N t11
'—"
underway
V
Pro ramYear 2
Pro ram Year 5
complete
AmR1. Type: .
Proposed
.
2Unde�ay
underway
c.m late
Pro ram Year 3
Con Plan Period
Proposed Outcome
Performance
Measure
Actual Outcome
Accessibility M ADA Imparted persons by
Persons provided improved or new spot.
SL -1 Avallablllty /A[[es ihllity
providmg'mfusemacture Improvements
a4h[tC� .
afla ratles
ni Sitle.ticSA c .
=--coney ._
MarroCda .
NahtcCada ...
'1
Re d �u� ♦
Proposed Amt
I--
L. ProposedA
Actual Amount
And
Actual
W
Proposed Amt
. pm
oaetl
Actual Amount
Ann
E
Actual
a
A.-apLTypa .
Pro oaetl Units
. Pm
osed U
Actual Units
Unit
0
Actual
y
A®rpLTytc .
Proposed Units
.1 Proposed
U
Actual Units
Unit
Actual
tg
Coal .
Proposed Amt.
$8,802
. Proposed
A
Actual Amount
$0
Am
R
Actual
N
Red Snxos
ter o oaetl Amt.
♦ Pro
osed A
-
Actual
Actual Amount
Amo
E E
ll Wtic ra9i�.
proposed Units
10
. Proposed
U
Actual Units
O
Unit
OI
Actual
If . Proposed
A®rpL Type
Proposed Units
U
LL
Actual
Actual Units
Unit:
m
rind axed . I
Pro opal AmL
. Pro
osetl
Actual Amount
Am
Actual
yRaw
Seeds .
I Proposed Amt.
lProeosed
Actual Amount
lActual
Amo
E
A®qy, Ty)x: ♦
proposed Units
. Proposed
U
Actual Units
Unit
OI
Actual
1
. Proposed
AfmhtA. Type
Proposed Units
U
Actual Units
Unit
Actual
O
Redilaene 1,
Proposed Amt
Proposetl
Actual Amount
Am
Actual
Wd9aea .
Proposed Amt
. Pmpasetl
Actual
Actual Amount
Amo
NAAmrpl
Type .
Proposed Units
. Proposed
U
Actual Units
Unit
C
' Actual
AmrpL Type .
Proposed Units
osetl U
i-
. Prop
Actual Units
Uni[
Actual
m
Nd9ae� .
Prop. ed Amt
♦ Pra
setl
Actual Amount
ActualAm
aRed
. Proposed
aue� I.
Proposer) Amt
A
pc[ual
Actual Amount
pmo
a
Oam�, Type .
Proposed Units
. Pfposed
U
Actual Units
Unit
O
I _ Actual
A.
A®rpL Type .
Pro oaea Units
. Pin
osetl U
Actual Units
Unit
Actual
20
Grantee Name: City of Newport Beach
Project Name:
Utility Assessment District Grant Pro ram
Description: I
JIDIS Project u: 2010 -09 I UOG Code: ICA62454 NEWPORT BEACH
PR0= WAS CANCELLED AS A RESULT TO THE SUBSTANTIAL AMENDMENT TO AP 10 -11. "This project will help [p
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. "
Location:
Priority Need Category
City of Newport Beach
3300 Newport Blvd.
Select one:
F_ omnm HOarg �'
,
Newport Beach, CA 92658
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 570.208(.)(3)
Expected Completion Date:
6/30 2012
w ory
Uecmt Housing
Q Suitable Living Envlmnnent
0 Economic Opportunity
Specific Objectives
Outcome Categories
i
APmedegeayofwsekomg
IV
Availability /ArcessibillN
2
�+ ARardability
S abilnabfcq
3
10 Hoeing UMs V
Propose.
7
V
Proposed
Underna
Underway
y
C
cpm le[e
Complete
ram Year I
Program Year 4
WPro
]O the;g lEid
Proposed
D
IV
Proposed
=L
Udeay
Underway
y
n
o E
PrD ramYear
Program Year 5
complete
Complete
Proposes
Proposed
ya `
C U
Q
Underway
Underway
Complete
complete
Program Year 3
Con Plan Period
Proposed Outcome
Performance Measure
Actual Outcome
Accessibility for the purpose of
Housing Units
DH -1 Availability /Accessibility
providing decent housing
Mehl Mom �. p4trkm0a
tYhh V MaOhfAtlm
plYi¢r� peatc,
Pro... d Amt.
$65,922
Pro
osetl
Actual Amount
Am
R
Actual
7
nnd,auine; V
Proposed Amt.
V Proposed
Actual
Actual Amount
Am
E
lolYrBlry tMib�
Proposed Units
7
Prop
osed
0
Actual Units
0
Actual
Uni[
y
A®rpl. type; V
Proposed Units
V Proposed
Actual Units
Unl[
Actual
p
Fund-, V
Proposed Amt.
$0
, Proposed
Actual Amount
Am
Actual
q
Ped4uce; ,
Proposed Amt
V Proposed
Y
Actual
Actual Amount
Am
AA
op p. Tye: I V
Proposed Units
5
V Proposed
Actual Units
0
Unl[
UI
Actual
GAoarpl.
Type; V
Proposed Units
V Proposetl
Actual Units
Unit
Actual
ro
ry;d Sns�
Prop. ad Amt.
v Proposed
Al
I
Actual Amount
Am
Actual
y
nxtl 9JUre'
Proposed Amt
V Proposed
Actual Amount
Actual
Amid
dl
Amryl. Type;
Proposed Units
V Proposed
Actual Units
Unit
0
Actual
Pro osed Units
V Proposed
Actual Units
Unit
Actual
O
hntl gdxro: V
Proposed Amt.
v Proposed
Actual Amount
Am
Actual
M
nsd Sasrn; ,
Proposed Amt
Proposed
Y
Actual
Actual Amount
Am
N
Asamat Tye; I-
Proposed Units
Pro
osed
Actual Units
Uni[
W
Actual
yAoarpl.
Proposetl Units
Type;
Proposed
Actual Units
Ual[
Actual
pi
naldsyR; V
Proposed Amt.
v Proposed
Actual Amount
Am
Actual
M
FudBou.; V
Proposed Amt.
V Proposed
Y
Actual
Actual Amount
Am
NAompl.
Type;
Proposed Units
V Proposed
Actual Units
Unit
W
Actual
GA®rpt
Proposed Units
Proposed
Type v
Actual Unit.
Uni[
Actual
M Me
Grantee Name: City of Newport Beach
Pro eot Name:
Fair Housina Council O.C.: Fair H n ServiClq
Description:
I JUDISProleetto 2010 -02 UOG code: ICA62454 NEWPORT BEACH
The project will provide fair housing education, counseling, and enforcement services to current
or potential Newport Beach residents, coupled with landlord /tenant counseling services. These
services Impact and benefit target COBG areas and the extremelydow to moderate Income
Population.
mcanon:
Pnori Nem care e
rain nouemg Ceendl of Orange
20i S.Ah amadway
Santa Ana, CA 92M
Select one:
Explanation:
Low - income and special needs persons often have limited resources
t0 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.
e. . Complain— Date:
5/30/2011
ry
O ant MOUSIig
O SuRade LIWy EnWmmilen[
O Emnomso unl
Outcome Categories
AvulibllltAA¢avbil'6y
AROrdablity
Sictembilly
Specific on]ectivea
i Npoca�mdrwdaE nstl lnaq .
2
3
'A
m v
mPo le .
Pro osed
200
mNigk .
Pm
Pro ram Year I
Undema
Pro ram Year 4
Com Nte
160
complete
m L
a n
opE
mlBtiO •
pre ram Year 2
Pro osetl
mPicau •
Pro ram Year 5
UntleNai
complete
Co.
° ti
Q
mnandu .
Pro ram Year 3
Pro osed
Anal rues .
Con Plan Period
Unaerwa
Com lete
Proposed
Outcome
Performance
Measure I Actual Outcome
Aaess1011lty for the pni of
pmviding decent affoNable
housing
National capEarve: N/A OH -1 Availability /Attessibillty
vDrdrfaa,gamw®(P�mm 2meam:, �1 smgq _ vebnmae,
Mabad$ . MAO,die,
MabmmAS . Mbdmtla
q
E
q
an
Q
°
COEG .
Proposed Amt
$11,185
5N aums .
Proposed Amt.
Actual Amount
$11185
Actual Amount
door .
Proposed Amt.
$6,115
_
FNSavcc .
a ®�d. 1, .
Proposed Amt
Actual Amount
$6115
Actual Amount
units
mPax,e, .
Aaa d h in .vro
vro o:ea Units
zoo
Actual Units
160
Actual Units
osed Units
vro osm Unin
actual Units
Actual Units
N
W
0
7
E
q
rn
0
°
QBr .
die V
Prn oue Amt
gad5u� .
P.n osed Amt.
Actual Amount
Actual Amount
Proposed Amt.
Pro osed Amt.
Actual Amount
Actual Amount
mPSxle .
P.o osed units
rm,p. typo .
vro osed units
Actual Unas
Actual Una.
Anti Tit¢ .
Pro osed Units
pmrn.Tpe .
Wa osed Units
Actual Unas
Actual Units
Lit
QBr .
Proposed Amt.
Sna FUce .
P opened Amt.
Actual Amount
Actual Amount
q
E
q
mmrexse
4
°
paper .
Pro osed Amt
rW S uce .
Pro used Amt.
Actual Amount
Actual Amount
.
naaryi. tv- .
Proposed units
am.p..ypa .
Proposed Units
Actual Units
Actual Units
Pro used Unas
pmrrl.Tyyc .
Proposed Units
Actual Unce
Actual Units
V
at
L
y
E
4
°
®s .
Other .
Proposed Amt.
RaNSUSm .
Rad9um. .
Pro osed Amt.
Actual Amount
Actual Amount
Pro Osee Amt.
Pr0 osed Amt.
Actual Amount
Actual Amount
m Pai te
A..VLType I..
A cep, Twe .
Aoemi e .
P.o o.ea Unit.
P.o ots
sed Uni
Actual Units
Actual Unas
Pro osed Units
Pro osed Units
Actual Units
Actual Units
N
q
d
ii-
Cons .
Pro OSea Amt.
rsrd3 ate. .
Pro Oaetl Amt.
Actual Amount
Actual Amount
die .
Pr .... Ad Am[.
rsrd4iae .
Prupoaea Amt.
Actual Amount
Actual Pmoun[
E
q
mmimPe
a
.
.
P.O Deco units
Pro osed units
Actual Uni[9
Actual Units
°
Amgi Twa .
Proposed Units
A®r[l Ty¢ .
PrapOSea Units
Actual Unite
Actual Unit.
2010 -2011 Action Plan Adopted 04 -22 -10 22
APPENDIX "C"
PROOF OF PUBLIC NOTICE
m
PUBLIC NOTICE
NOTICE OF PUBLIC HEARING AND PUBLIC REVIEW PERIOD
CITY OF NEWPORT BEACH
DRAFT CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
FISCAL YEAR 2011 -2012
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, 2011, and
ending June 30, 2012, as required by the U.S. Department of Housing and Urban Development. A copy
of the CAPER will be available for public review from September 10, 2012 to September 25, 2012.
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 25, 2012
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 2011 -2012 to pursue the
strategies, goals, and objectives proposed in the City's 2011 -2012 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, 2012.
REVIEW OF THE CAPER DOCUMENT: Copies of the draft CAPER will be available for public review
and comment from September 10, 2012, to September 25, 2012 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.
Publish: Daily Pilot, September 8, 2012
Leilani I. Brown, City Clerk
City of Newport Beach
r
APPENDIX "D"
MAP
25
t; City of Newport Beach
b1 r f e... �F 6nienR
p w.eum xa
_ J
{ aoci 6 G
G cup 2 T
e oc t
tPoo Gm,p I !
! F
FF
Yy..
ses�
6 G. .
1:8]OGB — &
& ..11 .2
.Gmup 1
•• B
5(
�m I
ry t
2T 13 5
mcmm •
Bock 2
aydar
i
PACIFIC OCEAN ,----_
N1
20
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)
m
IRIS U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 8/30/2012
OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT
PR01 - HUD Grants and Program Income
TIME 15032 PM
NEWPORT BEACH Subtotal: $10,589,505.00
$0.00
$10,162,221.62
Amount
$427,283.38
$427,973.14
EN Subtotal: $10,589,505.00
$0.00
Program Fund Type Grantee Name Grant Number
Authorized
Suballocated
Committed to
Net Drawn
Available to
Available
to
$0.00
Amount
Amount
Activities
Amount
Commit
Draw
CDBG EN NEWPORT BEACH B89MC060546
$423,000.00
$0.00
$423,000.00
$423,000.00
$0.00
$0.00
GRANTEE TOTALS 510.686.108.00
B90MC060546
$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.D0
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
B97MG060546
$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
B01MC060546
$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.D0
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
B08MC060546
$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
BIOMC060546
$385,189.00
$0.00
$385,189.DO
$385,189.00
$0.00
$0.00
B11MC060546
$323,777.00
$0.00
$247,162.62
$246,472.86
$76,614.38
$77,304.14
B12MG060546
$350.669.00
$0.00
$0.00
$0.00
$350.669.00
$350.669.00
NEWPORT BEACH Subtotal: $10,589,505.00
$0.00
$10,162,221.62
$10,161,531.86
$427,283.38
$427,973.14
EN Subtotal: $10,589,505.00
$0.00
$10,162,221.62
$10,161,531.86
$427,263.38
$427,973.14
CDBG -R EN NEWPORT BEACH B09MY060546 $96,603.00
$0.00
$96,603.00
$96,603.00
$0.00
$0.00
NEWPORT BEACH Subtotal: $96,603.00
$0.00
$96,603.00
$96,603.00
$0.00
$0.00
EN Subtotal: $96,603.00
$0.00
$96,603.00
$96,603.00
$0.00
$0.00
GRANTEE TOTALS 510.686.108.00
$0.00
$10.258.824.62
510.258134.86
5427.283.38
$427.973.14
1/1
PAGE: 1/1
yT 7
01,%ENT0R.
U.S. Department of Housing and Urban Development
�Q" yo
c
Office of Community Planning and Development
II
I I'll
Integrated Disbursement and Information System
* *
yo IIIIIIII
CDBG Activity Summary Report (GPR) for Program Year 2011
e�
98'gl
NEWPORT BEACH
DEV6V0
PGM Year: 2010
Project: 0010 - UTILITY ASSESSMENT DISTRICT GRANT PROGRAM
IDIS Activity: 205 - UTILITY ASSESSMENT DISTRICT GRANT PROGRAM
Status: Canceled 7/25/2012 8:12:05 PM 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
Funded Amount: 0.00
Drawn Thru Program Year: 0.00
Drawn In Program Year: 0.00
Proposed Accomplishments
Housing Units: 7
Actual Accomplishments
Date: 29- Aug -2012
Time: 15:29
Page: 1
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.
29
Owner
Renter
Total
Person
Number assisted:
Total
Hispani
Total
Hispani
Total
Hispanic
Total
Hispanic
c
c
White:
0
0
0
0
0
0
0
Black /African American:
0
0
0
0
0
0
0
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
0
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
0
0
Asian /Pacific Islander:
0
0
0
0
0
0
0
0
29
Hispanic:
Total:
Female- headed Households:
Income Category:
Percent Low /Mod
Annual Accomplishments
Year # Benefitting
Accomplishment Narrative
0 0
Owner
Renter
Total
Extremely Low
0
0
0
Low Mod
0
0
0
Moderate
0
0
0
Non Low Moderate
0
0
0
Total
0
0
0
Percent Low /Mod
Annual Accomplishments
Year # Benefitting
Accomplishment Narrative
0 0
0
0
0
0
0 0
0 0
0
0
0
0
0 0
0
0
0
Person
0
0
0
0
0
90
PGM Year: 2011
Project: 0001 - CDBG Administration
IDIS Activity: 206 - CDBG Administration
Status: Open
Location:
Initial Funding
11/17/2011
Financing
Funded Amount:
52,755.00
Drawn Thru Program Year:
52,163.75
Drawn In Program Year:
52,163.75
Proposed Accomplishments
Actual Accomplishments
Number assisted
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:
Objective:
Outcome:
Matrix Code: General Program Administration National Objective:
Description:
This project will provide for the overall administration of the CDBG Program.
Owner Renter Total Person
Total Hispani Total Hispani Total Hispanic Total Hispanic
c c
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0 0 0 0 0 0
0
Income Category: 91
Owner Renter Total Person
Extremely Low 0
Low Mod 0
Moderate 0
Non Low Moderate 0
Total 0 0 0 0
Percent Low /Mod
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
92
PGM Year: 2011
Project: 0002 - Fair Housing Services
IDIS Activity: 207 - Fair Housing Services
Status: Open
Location:
Initial Funding
11/17/2011
Financing
Funded Amount:
12,000.00
Drawn Thru Program Year:
12,000.00
Drawn In Program Year:
12,000.00
Proposed Accomplishments
Actual Accomplishments
Number assisted
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:
Objective:
Outcome:
Matrix Code: Fair Housing Activities (subject to National Objective:
20% Admin Cap) (21 D)
Description:
This project will provide fair housing education, counseling, and enforcement services to current
Newport Beach residents, coupled with landlordtenat counseling services.
Owner Renter Total Person
Total Hispani Total Hispani Total Hispanic Total Hispanic
C c
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0 0 0 0 0 0
0
93
Income Category:
Owner Renter Total Person
Extremely Low 0
Low Mod 0
Moderate 0
Non Low Moderate 0
Total 0 0 0 0
Percent Low /Mod
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
94
PGM Year: 2011
Project: 0003 - Community Resource Center
IDIS Activity: 208 - Community Resource Center
Status: Open
Objective:
Create suitable living environments
Location: 1920 E Warner Ave Ste A Santa Ana, CA 92705
-5547
Outcome:
Availability /accessibility
Matrix Code:
Battered and Abused Spouses
National Objective: LMC
Initial Funding 11/17/2011
Description:
Financing
This project will provide a wide variety of counseling and educational programs to help victims
Funded Amount: 3,867.00
and their family
members deal with the effects of domestic
violence.
Drawn Thru Program Year: 3,769.19
Drawn In Program Year: 3,769.19
Proposed Accomplishments
People (General) : 7
Actual Accomplishments
Owner
Renter Total
Person
Number assisted:
Total
Hispani
Total Hispani Total Hispanic
Total
Hispanic
C
C
White:
0
0
0 0 0
0
12
2
Black /African American:
0
0
0 0 0
0
0
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
0
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
2
2
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
14
4
Female- headed Households:
Income Category:
no
G]
95
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
2011 14 1st Qtr. the organization provided counseling and legal advocacy to 5 unduplicated clients.
2nd Qtr. provided assistance to 2 unduplicated clients, totaling 10 client contacts.
3rd Qtr. provided assistance to 4 unduplicated clients, totaling 30 client contacts.
4th Qtr. provided assistance to 3 unduplicated clients, totaling 48 client contacts.
A total of 14 unduplicated persons were assisted during this FY and a total of 115 client contacts.
Owner
Renter
Total
Person
Extremely Low
0
0
0
11
Low Mod
0
0
0
2
Moderate
0
0
0
1
Non Low Moderate
0
0
0
0
Total
0
0
0
14
Percent Low /Mod
100.0%
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
2011 14 1st Qtr. the organization provided counseling and legal advocacy to 5 unduplicated clients.
2nd Qtr. provided assistance to 2 unduplicated clients, totaling 10 client contacts.
3rd Qtr. provided assistance to 4 unduplicated clients, totaling 30 client contacts.
4th Qtr. provided assistance to 3 unduplicated clients, totaling 48 client contacts.
A total of 14 unduplicated persons were assisted during this FY and a total of 115 client contacts.
PGM Year: 2011
Project: 0004 - Families Forward: Transitional Housing
IDIS Activity: 209 - Families Forward: Transitional Housing
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 11/17/2011
Description:
Financing
This program
will provide assistance to homeless families to regain stability and self sufficiency.
Funded Amount: 8,406.00
The target population is homeless families with children.
The program also provides case
management
and supportive services. Funds will be used to pay a portion of the salary of a case
Drawn Thru Program Year: 8,406.00
manager.
Drawn In Program Year: 8,406.00
Proposed Accomplishments
People (General) : 100
Actual Accomplishments
Owner
Renter Total
Person
Number assisted:
Total
Hispani
Total Hispani Total Hispanic
Total Hispanic
G
C
White:
0
0
0 0 0
0
99 36
Black /African American:
0
0
0 0 0
0
41 4
Asian:
0
0
0 0 0
0
1 1
American Indian /Alaskan Native:
0
0
0 0 0
0
4 4
Native Hawaiian /Other Pacific Islander:
0
0
0 0 0
0
1 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
1 1
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
147 46
Female- headed Households:
Income Category:
no
G]
97
Owner Renter Total Person
Extremely Low
0 0 0 101
Low Mod
0 0 0 44
Moderate
0 0 0 2
Non Low Moderate
0 0 0 0
Total
0 0 0 147
Percent Low /Mod
100.0%
Annual Accomplishments
Accomplishment Narrative
Year # Benefitting
2011 147
1st Qtr. Families Forward provided transitional housing services to 103 unduplicated individuals which comprise 32 families moving them
from crisis towards stability.
2nd Qtr. the Organization assisted 6 unduplicated persons.
3rd Qtr. the organization assisted 9 unduplicated persons.
4th Qtr. the Organization assisted 29 unduplicated persons which comprise 7 families assisted.
A total of 147 unduplicated persons were assisted during this fiscal year.
PGM Year: 2011
Project: 0005 - Age Well Senior Services:Home Delivered Meals
IDIS Activity: 210 - 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)
National
Objective: LMC
Initial Funding 11/17/2011
Description:
Financing
This project provides home - delivered meals to homebound
senior
citizens (62 years or older)
Funded Amount: 18,492.00
who are unable to prepare meals for themselves due
to
age, illness, or disability. The funds will
be used to pay a portion of the salary of the meal staff.
Drawn Thru Program Year: 18,492.00
Drawn In Program Year: 18,492.00
Proposed Accomplishments
People (General) : 100
Actual Accomplishments
Owner
Renter Total
Person
Number assisted.,
Total
Hispani
Total Hispani Total Hispanic
Total
Hispanic
c
c
White:
0
0
0 0 0
0
142
2
Black/African American:
0
0
0 0 0
0
0
0
Asian:
0
0
0 0 0
0
3
0
American Indian /Alaskan Native:
0
0
0 0 0
0
0
0
Native Hawaiian /Other Pacific Islander:
0
0
0 0 0
0
0
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
0
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
145
2
Female- headed Households:
Income Category:
0
0
99
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
2011 145 1st Qtr. Age Well Seniors provided to 88 unduplicated residents home - delivered meals totaling 13,092 meals delivered.
2nd Qtr. the organization provided to 21 unduplicated residents home - delivered meals totaling 11,199 meals delivered.
3rd Qtr. the organization provided to 21 unduplicated residents home - delivered meals totaling 12,705 meals delivered.
4th Qtr. the organization provided to 15 unduplicated residents home - delivered meals totaling 8,466 meals delivered.
A total of 145 unduplicated residents were provided home - delivered meals totaling 45,465 meals delivered during this fiscal year.
100
Owner
Renter
Total
Person
Extremely Low
0
0
0
68
Low Mod
0
0
0
27
Moderate
0
0
0
38
Non Low Moderate
0
0
0
12
Total
0
0
0
145
Percent Low /Mod
91.7%
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
2011 145 1st Qtr. Age Well Seniors provided to 88 unduplicated residents home - delivered meals totaling 13,092 meals delivered.
2nd Qtr. the organization provided to 21 unduplicated residents home - delivered meals totaling 11,199 meals delivered.
3rd Qtr. the organization provided to 21 unduplicated residents home - delivered meals totaling 12,705 meals delivered.
4th Qtr. the organization provided to 15 unduplicated residents home - delivered meals totaling 8,466 meals delivered.
A total of 145 unduplicated residents were provided home - delivered meals totaling 45,465 meals delivered during this fiscal year.
100
PGM Year: 2011
Project: 0006 - Serving People In Need: Substance Abuse Treatment
IDIS Activity: 211 - Serving People In Need: Substance Abuse Treatment
Status: Open
Objective:
Create suitable living environments
Location: 151 Kalmus Dr Ste H2 Costa Mesa, CA 92626 -5969
Outcome:
Availability /accessibility
Matrix Code:
Substance Abuse Services (05F)
National Objective: LMC
Initial Funding 11/17/2011
Description:
Financing
This project provides access to substance abuse recovery to those least able to afford it - the
Funded Amount: 9,246.00
homeless and
low income. Case management will
be provided, counseling, medical assistance,
and legal assistance. Funds will be used to pay for
personnel costs to implement this program.
Drawn Thru Program Year: 9,246.00
Drawn In Program Year: 9,246.00
Proposed Accomplishments
People (General) : 7
Actual Accomplishments
Owner
Renter Total
Person
Number assisted.,
Total
Hispani
Total Hispani Total Hispanic
Total Hispanic
c
c
White:
0 0
0 0 0
0
7 2
Black /African American:
0 0
0 0 0
0
0 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
0 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
0 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
7 2
Female- headed Households:
U
[1]
X
Income Category: 2O2
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
2011 7 1st Qtr. there were no new persons assisted.
2nd Qtr. SPIN provided assistance to 3 unduplicated clients.
3rd Qtr. SPIN provided assistance to 4 unduplicated clients.
4th Qtr. there were no new persons assisted.
A total of 7 unduplicated persons were assisted, totaling 85 client contacts during this fiscal year.
102
Owner
Renter
Total
Person
Extremely Low
0
0
0
7
Low Mod
0
0
0
0
Moderate
0
0
0
0
Non Low Moderate
0
0
0
0
Total
0
0
0
7
Percent Low /Mod
100.0%
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
2011 7 1st Qtr. there were no new persons assisted.
2nd Qtr. SPIN provided assistance to 3 unduplicated clients.
3rd Qtr. SPIN provided assistance to 4 unduplicated clients.
4th Qtr. there were no new persons assisted.
A total of 7 unduplicated persons were assisted, totaling 85 client contacts during this fiscal year.
102
PGM Year: 2011
Project: 0007 - Share Our Selves (SOS): Free Medical and Dental Clinics
IDIS Activity: 212 - 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)
National
Objective: LMC
Initial Funding 11/17/2011
Description:
Financing
This program
will provide primaryurgent care on a daily walk -in basis, chronic care, and specialty
Funded Amount: 8,555.00
care by appointment to unisured Orange County residents
and patients in the County MSI
Program. This
program will assist lowmod income persons.
Drawn Thru Program Year: 8,555.00
Drawn In Program Year: 8,555.00
Proposed Accomplishments
People (General) : 100
Actual Accomplishments
Owner
Renter Total
Person
Number assisted.,
Total
Hispani
Total Hispani Total Hispanic
Total
Hispanic
c
c
White:
0
0
0 0 0
0
318
122
Black /African American:
0
0
0 0 0
0
6
0
Asian:
0
0
0 0 0
0
16
0
American Indian /Alaskan Native:
0
0
0 0 0
0
0
0
Native Hawaiian /Other Pacific Islander:
0
0
0 0 0
0
2
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
62
34
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
404
156
Female- headed Households:
I$]
Ll
X
Income Category: low
W /M
Owner Renter Total Person
Extremely Low
0 0 0 292
Low Mod
0 0 0 96
Moderate
0 0 0 11
Non Low Moderate
0 0 0 5
Total
0 0 0 404
Percent Low /Mod
98.8%
Annual Accomplishments
Accomplishment Narrative
Year # Benefitting
2011 404
1st Qtr SOS provided medical clinic services to 98 unduplicated persons. 33 were Female Head of Households.
2nd Qtr. SOS provided services to 97 unduplicated persons. 33 were Female Head of Households.
3rd Qtr. SOS provided services to 113 unduplicated persons. 40 were Female Head of Households.
4th Qtr. SOS provided services to 96 unduplicated persons. 38 were Female Head of Households.
A total of 404 unduplicated persons were provided with medical clinic services during this fiscal year.
W /M
PGM Year: 2011
Project: 0008 - Section 108 Loan Repayment
IDIS Activity: 213 - Section 108 Loan Repayment
Status: Open
Location: ,
Initial Funding
11/17/2011
Financing
Funded Amount:
201,654.00
Drawn Thru Program Year:
201,653.30
Drawn In Program Year:
201,653.30
Proposed Accomplishments
Actual Accomplishments
Number assisted:
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:
Objective:
Outcome:
Matrix Code: Planned Repayment of Section National Objective:
108 Loan Principal (19F)
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.
Owner Renter Total Person
Total Hispani Total Hispani Total Hispanic Total Hispanic
C c
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0 0 0 0 0 0
0
105
Income Category:
Owner Renter Total Person
Extremely Low 0
Low Mod 0
Moderate 0
Non Low Moderate 0
Total 0 0 0 0
Percent Low /Mod
Annual Accomplishments Accomplishment Narrative
Year # Benefitting
100
PGM Year: 2011
Project: 0009 - Sidewalk, Curb and Gutter Improvements
IDIS Activity: 214 - Sidewalk, Curb and Gutter Improvements
Status: Canceled 7/25/2012 8:15:05 PM
Objective:
Create suitable living environments
Location: 3300 Newport Blvd Newport Beach, CA 92663 -3816
Outcome:
Availability /accessibility
Matrix Code:
Sidewalks (03L)
National Objective:
LMC
Initial Funding 11/17/2011
Description:
Financing
This project will provide funds for public improvements
such as construction of curb access
Funded Amount: 0.00
ramps citywide. Funds will provide a portion
of the construction cost.
Drawn Thru Program Year: 0.00
Drawn In Program Year: 0.00
Proposed Accomplishments
Public Facilities : 10
Actual Accomplishments
Owner
Renter
Total
Person
Number assisted:
Total
Hispani
Total Hispani Total
Hispanic
Total Hispanic
c
c
White:
0 0
0 0
0
0
0
Black /African American:
0 0
0 0
0
0
0
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
0
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
0
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
0
0
Female- headed Households:
Income Category:
no
G]
107
Extremely Low
Low Mod
Moderate
Non Low Moderate
Total
Percent Low /Mod
Annual Accomplishments
Year # Benefitting
Owner
Renter
Total
Person
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Accomplishment Narrative
s02
Total Funded Amount: $3,474,852.80
Total Drawn Thru Program Year: $3,474,163.04
Total Drawn In Program Year: $314,285.24
PR03 - NEWPORT BEACH
Page: 1 of 1
109
IDIS U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 8/29/2012
OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT
PRO6 - Summary of Consolidated Plan Projects for Report Year
Plan IDIS
Amount Drawn
Amount
Amount
Year Prajed Project Title and Description
Program
Project
Commited
Thru Report Available to
Drawn in
Estimate
Amount
Year
Draw
Report Year
2011 1
CDBG Administration
This project will provide for the overall
CDBG
$52,755.00
$52,755.00
$52,163.75
$591.25
$52,163.75
administration of the CDBG Program.
2
Fair Housing Services
This project will provide fair housing education,
CDBG
$12,000.00
$12,000.OD
$12,000.00
$0.00
$12,000.00
counseling and enforcement services to
Newport Beach residents, coupled with
landlord /tenat counseling services.
3
Community Resource Center
This project will provide a wide variety of
CDBG
$3,867.00
$3,867.00
$3,769.19
$97.81
$3,769.19
counseling and educational programs to help
victims and their family members deal with the
effects of domestic violence.
4
Families Forward: Transitional Housing
This project assists homeless families to regain
CDBG
$8,406.00
$8,406.00
$8,406.00
$0.00
$8,406.00
stability and self sufficiency. The target
population is homeless families with children.
5
Age Well Senior Services:Home Delivered Meals This project provides home delivered meals to
CDBG
$18,492.00
$18,492.00
$18,492.00
$0.00
$18,492.00
homebound senior citizens (62 years or older)
who are unable to prepare meals for themselves
due to age.
6
Serving People In Need: Substance Abuse
This program provides access to substance
CDBG
$9,246.00
$9,246.00
$9,246.00
$0.00
$9,246.00
Treatment
abuse recovery to those least able to afford it,
the homeless and low income people.
7
Share Our Selves (SOS): Free Medical and
This project will provide primary/urgent care on
CDBG
$8,555.00
$8,555.00
$8,555.00
$0.00
$8,555.00
Dental Clinics
a daily walk -on basis, chronic care, and
specialty care by appointment to unisured
Orange County residents and patients in the
County MSI Program.
8
Section 108 Loan Repayment
Funds will be used to repay the City's Section
CDBG
$201,654.00 $201,654.00
$201,653.30
$0.70
$201,653.30
108 loan. The loan was used to partially fund
public improvements to the Balboa Target Area.
9
Sidewalk, Curb and Gutter Improvements
This project will provide partial funds to public
CDBG
$8,802.00
$0.00
$0.00
$0.00
$0.00
improvements.
1/1
TIME 3:10:52 PM
PAGE: 1/1
110
p�.�ME NT OFy U.S. Department of Housing and Urban Development DATE: 08 -29 -12
v e* IIhIII y°N� Office of Community Planning and Development TIME: 15:15
Integrated Disbursement and Information System PAGE: 1
Zo IIIIIIII CDBG Summary of Accomplishments
c9 oe� Program Year: 2011
B'9N DEVEv
NEWPORT BEACH
Count of CDBG Activities with Disbursements by Activity Group & Matrix Code
Grand Total
9 $314,285.24 2 $0.00 11 $314,285.24
222
Underway
Completed
Activity Group
Activity Category
Underway
Activities
Completed
Activities
Program Year
Total Activities
Count
Disbursed
Count
Disbursed
Count
Disbursed
Housing
Rehab; Single -Unit Residential (14A)
0
$0.00
1
$0.00
1
$0.00
Total Housing
0
$0.00
1
$0.00
1
$0.00
Public Facilities and Improvements Public Facilities and Improvement
1
$0.00
0
$0.00
1
$0.00
(General) (03)
Sidewalks (03L)
0
$0.00
1
$0.00
1
$0.00
Total Public Facilities and
1
$0.00
1
$0.00
2
$0.00
Improvements
Public Services
Public Services (General) (05)
2
$16,961.00
0
$0.00
2
$16,961.00
Senior Services (05A)
1
$18,492.00
0
$0.00
1
$18,492.00
Substance Abuse Services (05F)
1
$9,246.00
0
$0.00
1
$9,246.00
Battered and Abused Spouses (05G)
1
$3,769.19
0
$0.00
1
$3,769.19
Total Public Services
5
$48,468.19
0
$0.00
5
$48,468.19
General Administration and
General Program Administration (21A)
1
$52,163.75
0
$0.00
1
$52,163.75
Planning
Fair Housing Activities (subject to 20%
1
$12,000.00
0
$0.00
1
$12,000.00
Admin Cap) (21D)
Total General Administration and
2
$64,163.75
0
$0.00
2
$64,163.75
Planning
Repayment of Section 108 Loans
Planned Repayment of Section 108
1
$201,653.30
0
$0.00
1
$201,653.30
Loan Principal (19F)
Total Repayment of Section 108
1
$201,653.30
0
$0.00
1
$201,653.30
Loans
Grand Total
9 $314,285.24 2 $0.00 11 $314,285.24
222
1.00eNTO, U.S. Department of Housing and Urban Development DATE: 08 -29 -12
j e* IIhIII ° Office of Community Planning and Development TIME: 15:15
Integrated Disbursement and Information System PAGE: 2
Zo IIIIIIII CDBG Summary of Accomplishments
�9 oe� Program Year: 2011
AN DENEo
NEWPORT BEACH
CDBG Sum of Actual Accomplishments by Activity Group and Accomplishment Type
Activity Group Matrix Code
Accomplishment Type
Program Year
Open Count Completed Count
Totals
Public Services Public Services (General) (05)
Persons
551 0
551
Senior Services (05A)
Persons
145 0
145
Substance Abuse Services (05F)
Persons
7 0
7
Battered and Abused Spouses (05G)
Persons
14 0
14
Total Public Services
717 0
717
Grand Total 717 0 717
112
p�.�Me NT 0, U.S. Department of Housing and Urban Development DATE: 08 -29 -12
v e* IIhIII �°N� Office of Community Planning and Development TIME: 15:15
Integrated Disbursement and Information System PAGE: 3
Zo IIIIIIII CDBG Summary of Accomplishments
c9 oe� Program Year: 2011
B'9N DEVEv
NEWPORT BEACH
CDBG Beneficiaries by Racial / Ethnic Category
Housing -Non Housing
Race
Total Hispanic
Total Hispanic
Total Persons
Persons
Total Households
Households
Non Housing
White
578
164
0
0
Black /African American
47
4
0
0
Asian
20
1
0
0
American Indian /Alaskan Native
4
4
0
0
Native Hawaiian /Other Pacific Islander
3
0
0
0
Other multi - racial
65
37
0
0
Total Non Housing
717
210
0
0
Grand Total
White
578
164
0
0
Black /African American
47
4
0
0
Asian
20
1
0
0
American Indian /Alaskan Native
4
4
0
0
Native Hawaiian /Other Pacific Islander
3
0
0
0
Other multi - racial
65
37
0
0
Total Grand Total
717
210
0
0
113
1.00eNTDF U.S. Department of Housing and Urban Development DATE: 08 -29 -12
j e* IIhIII ° Office of Community Planning and Development TIME: 15:15
Integrated Disbursement and Information System PAGE: 4
Zo IIIIIIII CDBG Summary of Accomplishments
�9 o9 Program Year: 2011
AN DENEo
NEWPORT BEACH
CDBG Beneficiaries by Income Category
Income Levels
Owner Occupied
Renter Occupied
Persons
Non Housing Extremely Low ( < =30 %)
0
0
479
Low ( >30% and < =50 %)
0
0
169
Mod (>50% and < =80 %)
0
0
52
Total Low -Mod
0
0
700
Non Low -Mod ( >80 %)
Total Beneficiaries
114
17
717
P'tV NT,,
��e *1111111
IIM�II
e
9e+N DEVE�-O
Office of Community Planning and Development
U.S. Department of Housing and Urban Development
Integrated Disbursement and Information System
PR26 - CDBG Financial Summary Report
Program Year 2011
NEWPORT BEACH, CA
PART I: SUMMARY OF CDBG RESOURCES
01 UNEXPENDED CDBG FUNDS AT END OF PREVIOUS PROGRAM YEAR
02 ENTITLEMENT GRANT
03 SURPLUS URBAN RENEWAL
04 SECTION 108 GUARANTEED LOAN FUNDS
05 CURRENT YEAR PROGRAM INCOME
06 RETURNS
07 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE
08 TOTAL AVAILABLE (SUM, LINES 01 -07)
PART II: SUMMARY OF CDBG EXPENDITURES
09 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING /ADMINISTRATION
10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT SUBJECT TO LOW /MOD BENEFIT
11 AMOUNT SUBJECT TO LOW /MOD BENEFIT (LINE 09 + LINE 10)
12 DISBURSED IN IDIS FOR PLANNING /ADMINISTRATION
13 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS
14 ADJUSTMENT TO COMPUTE TOTAL EXPENDITURES
15 TOTAL EXPENDITURES (SUM, LINES I1 -14)
16 UNEXPENDED BALANCE (LINE 08 - LINE 15)
PART III: LOWMOD BENEFIT THIS REPORTING PERIOD
17 EXPENDED FOR LOW /MOD HOUSING IN SPECIAL AREAS
18 EXPENDED FOR LOW /MOD MULTI -UNIT HOUSING
19 DISBURSED FOR OTHER LOW /MOD ACTIVITIES
20 ADJUSTMENT TO COMPUTE TOTAL LOW /MOD CREDIT
21 TOTAL LOW /MOD CREDIT (SUM, LINES 17 -20)
22 PERCENT LOW /MOD CREDIT (LINE 21 /1-INE 11)
LOW /MOD BENEFIT FOR MULTI -YEAR CERTIFICATIONS
23 PROGRAM YEARS(PY) COVERED IN CERTIFICATION
24 CUMULATIVE NET EXPENDITURES SUBJECT TO LOW /MOD BENEFIT CALCULATION
25 CUMULATIVE EXPENDITURES BENEFITING LOW /MOD PERSONS
26 PERCENT BENEFIT TO LOW /MOD PERSONS (LINE 25 /1-INE 24)
PART IV: PUBLIC SERVICE (PS) CAP CALCULATIONS
27 DISBURSED IN IDIS FOR PUBLIC SERVICES
28 PS UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR
29 PS UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR
30 ADJUSTMENT TO COMPUTE TOTAL PS OBLIGATIONS
31 TOTAL PS OBLIGATIONS (LINE 27 + LINE 28 - LINE 29 + LINE 30)
32 ENTITLEMENT GRANT
33 PRIOR YEAR PROGRAM INCOME
34 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PS CAP
35 TOTAL SUBJECT TO PS CAP (SUM, LINES 32 -34)
36 PERCENT FUNDS OBLIGATED FOR PS ACTIVITIES (LINE 31 /LINE 35)
PART V: PLANNING AND ADMINISTRATION (PA) CAP
37 DISBURSED IN IDIS FOR PLANNING /ADMINISTRATION
38 PA UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR
39 PA UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR
40 ADJUSTMENT TO COMPUTE TOTAL PA OBLIGATIONS
41 TOTAL PA OBLIGATIONS (LINE 37 + LINE 38 - LINE 39 +LINE 40)
42 ENTITLEMENT GRANT
43 CURRENT YEAR PROGRAM INCOME
44 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PA CAP
45 TOTAL SUBJECT TO PA CAP (SUM, LINES 42 -44)
46 PERCENT FUNDS OBLIGATED FOR PA ACTIVITIES (LINE 41 /LINE 45)
DATE: 08 -29 -12
TIME: 15:32
PAGE: 1
215
0.00
323,777.00
0.00
0.00
0.00
0.00
0.00
323,777.00
48,468.19
0.00
48,468.19
64,163.75
201,653.30
0.00
314,285.24
9,491.76
0.00
0.00
48,468.19
0.00
48,468.19
100.00%
PY: PY: PY:
0.00
0.00
0.00%
48,468.19
0.00
0.00
0.00
48,468.19
323,777.00
0.00
0.00
323,777.00
14.97%
64,163.75
0.00
0.00
0.00
64,163.75
323,777.00
0.00
0.00
323,777.00
19.82%
Pt>AEN;roc Office of Community Planning and Development DATE: 08 -29 -12
.,, U.S. Department of Housing and Urban Development TIME: 15:32
a* * Integrated Disbursement and Information System PAGE: 2
ZQ IIh�IIIIIIIII I PR26 - CDBG Financial Summary Report
Q Program Year 2011
9egN oev e NEWPORT BEACH, CA
LINE 17 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 17
Report returned no data.
LINE 18 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 18
Report returned no data.
LINE 19 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 19
Plan Year
IDIS Project
IDIS Activity
Voucher
Activity Name
Matrix
National
Number
Code
Objective
Drawn Amount
2011
3
208
5405265
Community Resource Center
05G
LMC
$1,465.13
2011
3
208
5443075
Community Resource Center
05G
LMC
$836.39
2011
3
208
5468863
Community Resource Center
05G
LMC
$1,467.67
2011
4
209
5405265
Families Forward: Transitional Housing
05
LMC
$8,406.00
2011
5
210
5443075
Age Well Senior Services:Home Delivered Meals
05A
LMC
$13,869.00
2011
5
210
5468863
Age Well Senior Services:Home Delivered Meals
05A
LMC
$4,623.00
2011
6
211
5405265
Serving People In Need: Substance Abuse Treatment
05F
LMC
$840.90
2011
6
211
5443075
Serving People In Need: Substance Abuse Treatment
05F
LMC
$6,950.10
2011
6
211
5468863
Serving People In Need: Substance Abuse Treatment
05F
LMC
$1,455.00
2011
7
212
5468863
SOS Free Medical and Dental Clinics
05
LMC
$8,555.00
Total
$48,468.19
110
APPENDIX "F"
CHECKLIST
1-z7
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 Obiectives 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 it 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
CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2011 -2012 APPENDIX "F"
118
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 thefts to
be rehabilitated, but is already awned 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 ❑
CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2011 -2012 APPENDIX "F"
119
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 ❑
CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2011 -2012 APPEN0IX "F"
120
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?
CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2011 -2012 APPENDIX "F"
121
*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 ❑B ❑C ❑D❑) "No (A ❑B ❑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 ❑B ❑C❑) * *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.
CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2011 -2012 APPEN0IX "F"
122
Yes (AD 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
CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2011 -2012 APPEN0IX "F"
12S
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.
CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2011 -2012 APPEN0IX "F"
W01
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, or three 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 1.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:
CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2011 -2012 APPENDIX "F"
125
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 I. c.) with P&A expenditures (on line 2.e.):
a. Cap exceeded? Yes ❑ No ❑ if Yes, amount (line 2.e. minus 1.c.) $_
b. Divide line 2.e. byline 1.a.
P&A expenditures are less than the cap or equal to it 20
P&A expenditures exceed the cap
CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2011 -2012 APPENDIX "F"
120
PUBLIC SERVICE COST CAP WORKSHEET
If matrix codes for public service activities are incorrect on IDIS activity reports, please utilize this form to
verify the public service cap calculation. Calculate the level of public service obligations according to the
steps below. The grantee is required to be within the 15 percent cap. If the grantee has exceeded the
cap, ask for further information and, when necessary, take corrective or remedial action.
1. Figure the obligations cap:
a. Enter the grant amount (line 2 of IDIS Report number C04PR26)$
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 1.f. 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
CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2011 -2012 APPEN0IX "F"
127
PUBLIC NOTICE
NOTICE OF PUBLIC HEARING AND PUBLIC REVIEW PERIOD
CITY OF NEWPORT BEACH
DRAFT CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
FISCAL YEAR 2011 -2012
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, 2011, and
ending June 30, 2012, as required by the U.S. Department of Housing and Urban Development. A copy
of the CAPER will be available for public review from September 10, 2012 to September 25, 2012.
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 25, 2012
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 2011 -2012 to pursue the
strategies, goals, and objectives proposed in the City's 2011 -2012 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, 2012.
REVIEW OF THE CAPER DOCUMENT: Copies of the draft CAPER will be available for public review
and comment from September 10, 2012, to September 25, 2012 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. q
old"
Leilani I. Brown, City Clerk
City of Newport Beach
STAVE OF CALIFORNIA)
) SS.
COUNTY OF ORANGE )
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 notice
published. I am a principal clerk of the
NEWPORT BEACH /COSTA MESA
DAILY PILOT, which was adjudged a
newspaper of general circulation on
September 29, 1961, case A6214, and
June 11, 1963, case A24831, for the
City of Costa Mesa, County of Orange,
and the State of California: Attached to
this Affidavit is a true and complete copy
as was printed and published on the
following date(s):
Saturday, September 8, 2012
I certify (or declare) under penalty of
perjury that the foregoing is true and
correct.
Executed on September 12, 2012
at Los Angeles, California
llU,vbfr +,�VX (,f�t✓lyf H :Wh , 4
Signature %R0 ),',
J0 D
9Z:0IWV Z
CEA1301d
0
J