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HomeMy WebLinkAboutC-8209-1 - CDBG Consolidated Annual Performance and Evaluation Report (CAPER) Program Year 2014-2015/o; .:�Wpo\ � LIFORI% City of Newport Beach Program Year 2014-2015 Consolidated Annual Performance and Evaluation Report (CAPER) September 8, 2015 Prepared by: r-1 LLDM Associates• Inc. r"I LLDM Associates -Inc. September 22, 2015 Mr. William Vasquez, Director Community Planning and Development Department U.S. Department of Housing and Urban Development 611 W. Sixth Street, Suite 800 Los Angeles, CA 90017 Re: P.Y. 2014-2015 Consolidated Annual Performance and Evaluation Report (CAPER) Dear Mr. Vasquez: On behalf of the City of Newport Beach, I am pleased to submit one original and two copies of the 2014-2015 Consolidated Annual Performance and Evaluation Report (CAPER). Should you require additional information or clarification regarding this submittal, please contact meat (909) 476-6006 ext. 115. Sincerely, Clint Whited CDBG Consultant C: Develyn Rhodes -Johnson, CPD Representative, U.S. Dept. of HUD James Campbell, Principal Planner, City of Newport Beach Rudy E. Munoz, Program Consultant, LDM Associates, Inc. 10722 Arrow Route • Suite 822 • Rancho Cucamonga K California 91730 (909) 476-6006 • Fax (909) 476-6086 City of Newport Beach 2014-2015 Consolidated Annual Performance and Evaluation Report Table of Contents EXECUTIVE SUMMARY I. GENERAL NARRATIVE General Questions...... Managing the Process Citizen Participation .., Institutional Structure.. Monitoring .................. Lead -Based Paint ...... II. HOUSING.......................................................................... HousingNeeds................................................................ Specific Housing Objectives ............................................ Public Housing Strategy .................................................. Barriers to Affordable Housing ........................................ HOME/American Dream Down Payment Initiative (ADDI) III. HOMELESS NEEDS ............................... Homeless Needs ................................... Specific Homeless Prevention Elements Emergency Solutions Grants (ESG) ...... IV. COMMUNITY DEVELOPMENT Community Development ....... Antipoverty Strategy ............... V. NON -HOMELESS SPECIAL NEEDS Non -Homeless Special Needs ........ Specific HOPWA Objectives ........... VI. OTHER NARRATIVE 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 2014-2015 (PR03) 3. Summary of Consolidated Plan Projects for PY 2014-2015 (PR06) 4. Summary of Accomplishments for PY 2014-2015 (PR23) 5. CDBG Financial Summary for PY 2014-2015 (PR26) 6. Section 3 Summary Report F. CAPER Checklist PY 2014-2015 Consolidated Annual Performance and Evaluation Report City of Newport Beach .4 .4 11 12 14 14 18 19 19 20 21 22 22 23 23 26 26 27 27 32 33 33 35 0. FA `LIaspppl FR�1 O 4 EXECUTIVE SUMMARY Fifth Program Year CAPER The Consolidated Plan Management Process (CPMP) Fifth 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 Fifth 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, goals, and accomplishments for the 2014-2015 program year are summarized in the table below. 2014-2015 Program Year Goals vs. Accomplishments Activity Accomplishment 2014-2015 2014-2015 Units Goals Accomplishments Housing: Section 8 Housing Choice Voucher and Housing Units 478 516 Rent -Restricted Units Fair Housing Activities: People Served 160 191 Fair Housing & Counseling Services Senior Services: Home Delivered Meals Program People Served 130 105 Special Needs/Non-Homeless: Battered and Abused Spousal Program People Served 12 18 Homeless and HIV/AIDS: Guided -Assistance Permanent Placement People Served 10 15 Housing (GAPP) Homeless and HIV/AIDS: Transitional Housing Program People Served 135 190 Public Services: People Served 25 10 Youth Services Public Facilities: Public Facilities 1 1 Section 108 Loan Repayment -Balboa Village A detailed breakdown of the five-year accomplishments for the Newport Beach CDBG program is included in the Summary of Annual Objectives in Appendix "A". PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 1 City of Newport Beach Development of the 2014-2015 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 for a particular program or project. 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 CDBG funds. The public hearing was held on September 8, 2015 before the City Council. In addition, the draft 2014-2015 CAPER was made available to the general public for a period of 15 days in order to provide an opportunity for the public to review the document. In compliance with the City's approved Citizen Participation Plan and CDBG implementing regulation 24 CFR 91.105, a public notice was published to solicit public comments from interested citizens regarding the draft 2014-2015 CAPER. A copy of the published notice is included as Appendix "C". Consultation The City obtained information from local agencies in the preparation of the 2014- 2015 CAPER. These included Community Based Organizations, City departments and the Fair Housing Foundation. City Council Review and Public Hearing On September 8, 2015, the City Council reviewed the 2014-2015 CAPER, allowed citizens an opportunity to comment on the draft CAPER and approved the 2014- 2015 CAPER. Activities Undertaken The following page indicates the source of funds used to implement projects undertaken with CDBG funds during the 2014-2015 program year. PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 2 City of Newport Beach 2014-2015 Program Year Sources of Funds Source Amount 2014-2015 CDBG Entitlement $366,830 Unallocated CDBG Funds (Prior Year) $55,231 CDBG Program Income $0 All other forms of CDBG $0 TOTAL $422,061 2014-2015 Program Year Uses of Funds Public Services Age Well Senior Services — Home Delivered Meals Program $ 16,000 Families Forward — Transitional Housing Program $ 10,000 Human Options — Community Resource Center $ 6,500 Serving People in Need — GAPP Housing Program $ 14,000 Youth Employment Service of the Harbor Area — Youth Employment Services $ 5,000 Friends of OASIS — Senior Transportation Services $ 3,500 Capital Improvements City of Newport Beach — 108 Loan Repayment $ 205,315 Program Administration City of Newport Beach — Program Administration $ 61,366 Fair Housing Services $ 12,000 TOTAL $ 333,681 PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 3 FA `LIaspppl FR�1 O 4 1. GENERAL NARRATIVE City of Newport Beach General Questions 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 Community Based Organizations and the Fair Housing Foundation. Overall, the City has been successful in implementing planned projects during the 2014-2015 program year to meet the majority of the Five -Year Consolidated Plan goals (See Executive Summary 2014-2015 Program Year Goals vs. Accomplishments Table and Appendix "A" Summary of Annual Objectives). The City uses its CDBG funds to address the Strategic Plan goals for affordable housing, special needs populations, homelessness objectives, community development objectives, and some of the housing objectives such as monitoring and fair housing services. The specific accomplishments for the 2014-2015 program year concerning housing goals and objectives are discussed in Section VII, Housing. The City successfully utilized its allocation of CDBG funds to meet or exceed the majority of the annual goals established for the 2014-2015 program year as illustrated in the table below: 2014-2015 Program Year Goals vs. Accomplishments Activity Units Goals Accomplishments Housing: Section 8 Housing Choice Voucher and Housing Units 478 516 Rent -Restricted Units Fair Housing Activities: People Served 160 191 Fair Housing & Counseling Services Senior Services: People Served 130 105 Home Delivered Meals Program Special Needs/Non-Homeless: People Served 12 18 Battered and Abused Spousal Program Homeless and HIV/AIDS: Guided -Assistance Permanent Placement People Served 10 15 Housing (GAPP) Homeless and HIV/AIDS: People Served 135 190 Transitional Housing Program Public Services: People Served 25 10 Youth Services Public Facilities: Public Facilities 1 1 Section 108 Loan Repayment -Balboa Village PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 4 City of Newport Beach The following table reflects the percentage of CDBG funds expended during the program year to meet HUD -specified objectives. HUD Objectives HUD Outcomes Availability / Accessibility Affordability Sustainability Provide Decent Affordable Housing 3% - - Create Suitable Living Environments 39% - 58% Create Economic Opportunities - - - The table below illustrates how the City used the 2014-2015 CDBG allocation to meet the HUD -specified priority need categories: HUD Priority Need Categories 2014-2015 Funding 2014-2015 Percentage Housing & Fair Housing Services $ 12,000 3.27% Senior Services $ 19,500 5.33% Special Needs/Non- Homeless $ 6,500 1.77% Homeless and HIV/AIDS $ 24,000 6.54% Public Services $ 5,000 1.36% *Public Facilities/Infrastructure $ 205,315 56.00% Administration $ 61,366 16.73% "Excludes unallocated funds totaling $55,231.43 from prior fiscal year and excludes 9% of the annual allocation for future capital improvement project $33,149. 2. Describe the manner in which the recipient would change its program as a result of its experiences. The City would not change its CDBG 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. Fair housing is a condition in which individuals of similar income levels in the same housing market have like ranges of choice available to them regardless of race, color, ancestry, national origin, religion, sex, disability, marital status, familial status, or any other arbitrary factor. Equal access to housing for all is fundamental to each person in meeting essential needs and pursuing personal, educational, employment, or other goals. Recognizing this, the Federal government and the State of California have each established fair housing as a right protected by law. PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 5 City of Newport Beach An impediment to fair housing choice, according to HUD, is: 1) Any actions, omissions, or decisions taken because of race, color, religion, sex, disability, familial status, or national origin which restrict housing choices or the availability of housing choices; and 2) Any actions, omissions or decisions which have the effect of restricting housing choices or the availability of housing choices because of race, color, religion, sex, disability, familial status, or national origin. To identify impediments to fair housing choice, the City of Newport Beach participated in the Orange County Regional Analysis of Impediments (AI) that was adopted in 2011. The Al provides an overview of laws, regulations, conditions or other possible obstacles that may affect an individual or household's access to housing. Currently, a new Multi -Jurisdictional Al is being prepared to include information for 16 Orange County jurisdictions including Newport Beach. City staff is managing this effort. The 2011 Al identified two (2) types of impediments, including public sector impediments and private 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 authors of the 2011 Al and the City of Newport 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. The Al did include several private sector impediments observed on a regional basis at the time the 2011 Al was written, including: Housing Discrimination — Regionally, there were approximately 60 complaints filed annually by residents alleging discriminatory practices in rental and ownership housing. Discrimination is based on a particular bias or biases; however, the leading bias identified in the Al for the period studied was physical or mental disability (35% of all complaints). Discriminatory Advertising — This can be an impediment to fair housing choice because ads can have the effect of discouraging a certain type of renter or buyer. Ads indicating a preference for a certain type of tenant or buyer such as "no pets" "no children" "No Section 8" or "Ideal for Single Adult" have the effect of housing discrimination. Blockbusting — The Regional Al lists this item as "being unlawful" but also states that it "does not appear to be a significant impediment to fair housing choice." Blockbusting is defined by Section 804(e) of the 1968 Fair Housing Act, as "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 or a person or persons of a particular race, color, religion, sex, handicap, familial status, or national origin. PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 6 City of Newport Beach Denial of Reasonable Modifications/Reasonable Accommodations — It is unlawful to refuse to make reasonable accommodations for disabled persons. Section 804 (3) of the 1968 Fair Housing Act states that discrimination includes: (A) a refusal to permit, at the expense of the handicapped person, reasonable modifications of existing premises occupied or to be occupied by such person if such modifications may be necessary to afford such person full enjoyment of the premises, except that, in the case of a rental, the landlord may where it is reasonable to do so condition permission for a modification on the renter agreeing to restore the interior of the premises to the condition that existed before the modification, reasonable wear and tear excepted. (B) a refusal to make reasonable accommodations in rules, policies, practices, or services, when such accommodations may be necessary to afford such person equal opportunity to use and enjoy a dwelling. Hate Crimes - 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. According to FBI data included in the 2011 Al at the time of its writing, the City of Newport Beach experienced approximately five (5) hate crimes per year, not all of which were committed at a residence. Unfair Lending - Disparities in the loan denial rates experienced by Hispanic and Black/African applicants throughout the region create an impediment to fair housing choice as they have loans denied at rates 1.5 to 2.0 times greater than White applicants throughout the region. The Regional Al did not provide Home Mortgage Disclosure Act (HMDA) data specific to the City of Newport Beach. To address each of the private sector impediments identified in the 2011 Al, the City of Newport Beach contracts with the Fair Housing Foundation (FHF), a nonprofit organization dedicated to affirmatively furthering fair housing choice through the provision of education and direct client services. To promote awareness of fair housing laws, FHF implements targeted outreach and education programs for housing consumers including homeowners, prospective homebuyers and tenants as well as housing providers such as sellers, owners, real estate professionals, brokers, landlords and property management firms. Using available data to analyze current discrimination trends, FHF disseminates brochures that promote awareness of specific fair housing issues in an effort to ensure that all persons have the opportunity to secure safe and decent housing that they desire and can afford, without regard to their race, color, religion, gender, sexual orientation, national origin, familial status, marital status, disability, ancestry, PY 2014-2015 Consolidated Annual Performance and Evaluation Report ,, City of Newport Beach age, source of income or other characteristics protected by laws. Direct client services range from providing advice concerning general housing issues to performing investigations and advising residents of their rights and remedies under the law in cases where evidence sustains the allegations of discrimination. FHF's education programs include informational booths at community events, overview presentations to community based organizations, resident associations and government agencies and more detailed workshops tailored to specific audiences such as housing consumers or housing providers. Information booths allow FHF staff to distribute brochures and answer questions from interested residents. Presentations to community based organizations, residents and government agencies involve a 20-40 minute synopsis of FHF's services and a question and answer session. For housing consumers, FHF offers a detailed two-hour training geared toward tenants that explains fair housing laws, leases, notices, tenant obligations, landlord obligations and specific concerns regarding discrimination topics including renting to families with children, occupancy standards and discriminatory rules. For housing providers, FHF offers three different education programs including landlord workshops, certificate management training and training for real estate professionals. Landlord workshops are focused on promoting awareness of federal and state fair housing laws and best management practices for property owners and managers seeking to operate their rental properties in a manner consistent with the law. Topics of discussion include the rental process, tenant selection criteria, rental agreements, tenant obligations and landlord obligations in matters such as late fees, security deposits, rent increases and termination of tenancy. Certificate management training is a more intensive four hour session for property owners, managers, management companies and real estate professionals seeking an in-depth understanding of fair housing laws and practical advice on how to handle common scenarios involving areas of the law that are often unknown or misunderstood such as reasonable accommodation for people with disabilities, sexual harassment, arbitrary discrimination, occupancy standards, reasonable regulations of facilities, advertising guidelines, prohibited practices and hate crimes. Real estate agent training workshops focus on fair housing laws as they pertain to equal treatment of prospective purchasers in their search for a new home. This workshop provides a summary of the fair housing laws, general guidelines, policies and practices, equal treatment needs, advertising requirements and guidelines for showing properties. During the 2014-2015 program year, FHF provided the following education program activities at Newport Beach facilities including City Hall, the OASIS Senior Center and the Newport Coast Community Center: Certificate Management Trainings (November and April) Walk In Clinics throughout the year PY 2014-2015 Consolidated Annual Performance and Evaluation Report City of Newport Beach Tenant Rights Workshops throughout the year Landlord Rights Workshops throughout the year Booths at community events such as National Night Out Distribution of 4,169 pieces of literature to facilities and at events in Newport Beach General housing services involve the provision of advice to landlords, property owners and tenants requesting advice on their rights and responsibilities under federal and state law. Most of the general housing services provided by FHF for Newport Beach residents are by phone to FHF's toll-free hotline at (800) 446-3247. Residents may visit FHF's Orange County office at 600 W. Santa Ana Boulevard, Suite 214A, Santa Ana, CA 92701 to speak with a trained staff member with expertise in the resolution of many common landlord -tenant disputes. During the 2014-2015 program year, there were 19 fair housing discrimination inquiries to FHF from Newport Beach residents on the basis of familial status, gender, mental disability, national origin, physical disability, and race. Of the 19 fair housing discrimination complaints received, two (2) cases were opened, one (1) complaint was mediated successfully and 16 complaints were resolved successfully. Additionally, FHF provided general housing services to 191 Newport Beach residents, landlords, property owners, real estate professionals and property seekers. 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. The City has previously adopted policies to overcome these obstacles and to encourage affordable housing production by providing density bonuses and fee waivers. The City works 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. During the 2014-2015 program year the City added six (6) affordable housing units to its list of monitored affordable units through a housing unit development with an affordability covenant. The City continues to monitor and enforce affordability PY 2014-2015 Consolidated Annual Performance and Evaluation Report ,, City of Newport Beach 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 allocation as collateral to secure a $2.4 million Section 108 loan in the 2001-2002 program year. These funds were used to complete a portion of the Balboa Village Improvement Project. In May, 2015, the City refinanced the Section 108 loan to save approximately $210,283 of interest payments over the remaining eight (8) year life of the loan. CDBG funds are used to repay the Section 108 loan. The Orange County Partnership's Continuum of Care Homeless Assistance Grant application resulted in an award of $19.5 Million for 50 ongoing programs. In addition, the County of Orange also received $4,246,809 million of Community Development Block Grant (CDBG), HOME Investment Partnership (HOME), and Emergency Shelter Grant (ESG) funds during the program year 2014-2015. There are no matching requirements for CDBG. PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 10 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 2014-2015 Action Plan. The City has used 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 concerning regulatory matters as necessary. 2014-2015 Program Year Goals vs. Accomplishments Activity Accomplishment 2014-2015 2014-2015 Units Goals Accomplishments Housing: Section 8 Housing Choice Voucher and Housing Units 478 516 Rent -Restricted Units Fair Housing Activities: People Served 160 191 Fair Housing & Counseling Services Senior Services: Home Delivered Meals Program People Served 130 105 Special Needs/Non-Homeless: Battered and Abused Spousal Program People Served 12 18 Homeless and HIV/AIDS: Guided -Assistance Permanent Placement People Served 10 15 Housing (GAPP) Homeless and HIV/AIDS: Transitional Housing Program People Served 135 190 Public Services: People Served 25 10 Youth Services Public Facilities: Public Facilities 1 1 Section 108 Loan Repayment -Balboa Village PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 11 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 2014-2015 was made available from August 24, 2015 to September 8, 2015. No public comments were received. The public hearing to solicit public input and comment on the CAPER and the City's performance during PY 2014-2015 was held at the Newport Beach City Council Chambers at 100 Civic Center Drive, Newport Beach, California. Notice of both the public comment/review period and the public hearing was published on August 20, 2015 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. 2014-2015 Program Year Sources of Funds Source Amount 2014-2015 CDBG Entitlement $366,830 Unallocated CDBG Funds (Prior Year) $55,231 CDBG Program Income $0 All other forms of CDBG $0 TOTAL $422,061 PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 12 City of Newport Beach 2014-2015 Program Year Fund Sources and Uses Activities Budget Budget Expenditures Program Administration $ 73,366 20% $ 73,366 Public Services City of Newport Beach - Program Administration $ 61,366 $ 61,366 Fair Housing Services $ 12,000 $ 12,000 Subtotal Administration: $ 73,366 $ 73,366 Public Services Age Well Senior Services - Home Delivered Meals Program $ 16,000 $ 16,000 Families Forward - Transitional Housing Program $ 10,000 $ 10,000 Human Options - Community Resource Center $ 6,500 $ 5,244 Serving People in Need - GAPP Housing Program $ 14,000 $ 14,000 Youth Employment Service of the Harbor Area - Youth Employment $ 5,000 $ 2,665 Friends of OASIS - Senior Transportation Services $ 3,500 $ 01 Subtotal Public Services: $ 55,000 $ 47,909 Capital Improvements City of Newport Beach - 108 Loan Repayment $ 205,315 $ 205,315 Funds for Future Capital Improvements $ 88,3802 Subtotal Capital Improvements: $ 293,695 $ 205,315 TOTALS $ 422,061 $ 326,590 1 Activity was canceled at the beginning of the program year at the request of the applicant. Z $88,380 remained unallocated for the purpose of accumulating sufficient funds for an impactful Capital Improvement Project during the 2015-2016 Program Year. Summary of Uses Activities Budget % of Budget Expenditures Program Administration $ 73,366 20% $ 73,366 Public Services $ 55,000 15% $ 47,909 Capital Improvements $ 205,315 56% $ 205,315 TOTALS $ 333,681 91% $ 326,590 PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 13 City of Newport Beach 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 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 using CDBG funds 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: ■ Subrecipient Workshop / Onsite Technical Assistance Visit ■ Desk monitoring ■ Performance reports ■ Onsite program and financial reviews An appropriate combination of these four monitoring methods provides the City with 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 all subrecipients. At this workshop, program staff reviews the program reporting requirements and documentation/recordkeeping standards to foster compliance. For high risk agencies, an onsite technical assistance meeting may also be necessary to assess the subrecipient's capacity related to recordkeeping, service delivery, and/or accounting systems. 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) PY 2014-2015 Consolidated Annual Performance and Evaluation Report i1=c; City of Newport Beach Performance Reports The City requires that performance reports from all subrecipients be submitted in order to facilitate the examination of a project's progress throughout the program year. The performance reports alert program staff to any problems in subrecipient performance, need for technical assistance, and ensure data collection requirements are met. Annual Onsite Program and Financial Reviews The Department provides annual on-site reviews of all high-risk subrecipients in order to conduct a complete programmatic and financial monitoring. The Department will conduct on-site monitoring of low- and moderate -risk subrecipients on a bi- annual basis. 2. Describe the results of your monitoring including any improvements. The Department achieved monitoring success through: ■ Pre -award eligibility reviews, 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. Overall, the City has been successful in implementing the proposed projects during the twentieth year of its CDBG program and fifth under the 2010-2014 Five -Year Consolidated Plan. PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 15 City of Newport Beach To facilitate the administration of the CDBG program, the City retains a consultant to provide technical support and to oversee the City of Newport Beach CDBG activities and expenditures. The consultant also monitors existing affordable housing covenants to ensure compliance. CDBG grants were awarded to six (6) social service and one (1) fair housing agency to address the needs of low- and moderate -income Newport Beach residents. 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, the majority of the achievements in this report address the strategic plan objectives in which CDBG funds are utilized (homeless, special needs and community development objectives). The City has met or exceeded the majority of the annual goals for the aforementioned objectives. The City met the following objectives for the program year: 2014-2015 Program Year Goals vs. Accomplishments Activity Accomplishment 2014-2015 2014-2015 Units Goals Accomplishments Housing: Section 8 Housing Choice Voucher and Housing Units 478 516 Rent -Restricted Units Fair Housing Activities: Fair Housing & Counseling Services People Served 160 191 Senior Services: People Served 130 105 Home Delivered Meals Program Special Needs/Non-Homeless: Battered and Abused Spousal Program People Served 12 18 Homeless and HIV/AIDS: Guided -Assistance Permanent Placement People Served 10 15 Housing (GAPP) Homeless and HIV/AIDS: People Served 135 190 Transitional Housing Program Public Services: Youth Services People Served 25 10 Public Facilities: Public Facilities 1 1 Section 108 Loan Repayment -Balboa Village The tables 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 were not realized until private businesses capitalize on the public investment, expand their operations and hire new staff. PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 16 City of Newport Beach In establishing five-year priorities, the City of Newport Beach has taken two (2) concerns into consideration: 1) those categories of lower- and moderate -income households most in need of housing and community development assistance; and 2) which activities will best meet the needs of those identified households. The homeless, persons with special needs and those at risk of homelessness are most in need of housing and community assistance. The City developed the following strategies to address the needs of such persons: ■ Provide supportive services and housing for the homeless and near homeless through support of social agencies and regional programs; ■ Provide supportive services for special needs populations; ■ Provide for the access needs of the physically challenged; and ■ Provide needed community services to those of low- and moderate -income. The activities funded in program year 2014-2015 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. The City awarded CDBG funds to the Fair Housing Foundation to assist residents, landlords and real estate professionals in their efforts to comply with the requirements of the Fair Housing Act. The Fair Housing Foundation assisted 191 persons with various fair housing services. The most noteworthy example of how activities and strategies made an impact on identified needs during the 2014-2015 program year is the 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 105 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 (LAPP Housing Program) assisted 15 low- and/or homeless families and individuals in need of assistance for various housing issues including move -in assistance, rent to prevent eviction and rapid re -housing. Families Forward provided transitional housing to 190 people including case management and access to a food pantry. Human Options provided services to 18 clients who are homeless because of domestic violence. This agency provides to battered women with children shelter, food, clothing, and counseling and legal advocacy. PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 17 City of Newport Beach Friends of OASIS declined the grant agreement at the beginning of the program year citing program efficiency concerns in consideration of the size of the proposed grant relative to the CDBG documentation and reporting standards. The City has not identified barriers to strategies and activities at this time. As previously stated, the City is on target to meet its Strategic Plan goals. The City has no other adjustments to strategies and activities for the CDBG program 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 provides an informational pamphlet to all property owners and contractors that obtain building permits for construction advising them of the dangers of lead-based paint. The pamphlet includes instructions where to obtain specific information on the topic and how to obtain permits for proper abatement. 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 2014-2015 Consolidated Annual Performance and Evaluation Report Page 18 F4, \Lttv-71� II. HouSING 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 Affordable Housing Fund generated from previously collected in -lieu fees required under the City's former inclusionary housing ordinance (since repealed), as well as providing density bonuses, waiver of processing and permitting fees, and the relaxation of development standards. The City continues to monitor its existing portfolio of affordable housing units and enforce existing affordability covenants. The table below provides a list of units that currently have affordability covenants. The City is responsible for monitoring 377 of the 405 affordable units. City of Newport Beach - Affordable Housing Units Project Name Project Address Termination No. Units Unit Breakdown Date Newport Sea Crest 843 15th Street 11/1/2016 65 45-2 Bedroom Apts. 20-1 Bedroom Newport Seaside Apts. 1544 Placentia Avenue 8/1/2019 25 23-2 bedroom 2-3 bedroom Newport Seashore 849 West 15th Street 7/1/2018 15 2 bedrooms Apts. Newport Harbor 1 1538 Placentia Avenue 5/7/2020 26 21-2 bedroom 5-3 bedroom Pacific Heights 881-887 W 1511 Street 9/12/2018 7 2 bedrooms Apartments Newport Harbor II 1530 Placentia Ave 7/16/2023 14 10-2 Bedroom 4 -SRO Style Kirkwood (Villa del 401 Seaward Road 4/19/2025 2 2 bedrooms Este) (Proprietorship) Villa Sienna 2102 East 15th Street 07/02/2022 3 2 bedrooms Condominiums Proprietorship 851 Domingo Drive 851 Domingo Drive (County Perm. 28 Not monitored by Apts. Project) City Seaview Lutheran 2900 Pacific View Dr.(Federa/ 03/26/2021 100 1 bedroom Plaza Project) Lower Bayview 1121 Back Bay Drive Perm. 120 96-1 bedroom Housing24-2 bedroom 2 -SRO Style East Bay Apartments 305 East Bay Avenue 02/05/2045 6 2-1 bedroom 2-2 bedroom TOTAL 420 TOTAL RENTAL UNITS MONITORED BY THE CITY: 383 PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 19 City of Newport Beach Specific Housing Objectives 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 two specific objectives that are described more fully below. The two (2) objectives are: ■ 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. Currently, 133 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, 191 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: Preserve and improve the existing housing stock and ensure equal access Outcome/Objective Planned Activities Performance 2014 2014 Statements Indicator Goals Achievements Section 8 Housing Choice Voucher Housing Units 478 516 and Rent -Restricted Units Housing Rehabilitation Programs Housing Units 0 0 Accessibility/ Decent Affordable Housing Utility Connection Programs Fair Housing Program People 160 191 PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 20 City of Newport Beach 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. In 2010, the City expected to add at least 102 affordable housing covenants during the current Consolidated Plan period. A Substantial Amendment to the Consolidated Plan was approved on April 22, 2014 to revise housing goal 2 from the Consolidated Plan to reflect zero (0) units. For additional information refer to Appendix "F". 3. Describe efforts to address "worst-case" housing needs and housing needs of persons with disabilities. In addition to the activities mentioned in questions number 1 and 2 of the Specific Housing Objectives Section above, the City addressed the needs of "worst-case" households through the funding of non-profit public service agencies. "Worst-case" households are defined as households that do not receive on-going rental assistance and pay more than one-half of their income for rent or live in severely inadequate housing. These households face the greatest risk of becoming homeless. Public Housing Strategy 1. Describe actions taken during the last year to improve public housing and resident initiatives. The City supported the Orange County Housing Authority (OCHA) made efforts to maximize the use of Section 8 funds and other resources within Newport Beach. There are currently thirty-four (34) 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. PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 21 City of Newport Beach Barriers to Affordable Housing 1. Describe actions taken during the last year to eliminate barriers to affordable housing. During the implementation of the 2010-2015 Consolidated Plan, the City implemented the following actions to reduce barriers to affordable housing: ■ Released a Request for Proposals to the housing development community to receive proposals for the creation of new affordable housing units using the over $4 million of the City's Affordable Housing Fund. ■ 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 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 2014-2015 Consolidated Annual Performance and Evaluation Report Page 22 L III. HOMELESS NEEDS City of Newport Beach III. HOMELESS NEEDS ANI 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 through the implementation of program activities designed to meet the following objectives: 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 public service agencies receiving CDBG funds from the City provided emergency or transitional housing for homeless persons in Orange County. These agencies and programs included: ■ Human Options — Emergency Shelter for Battered Women; ■ Families Forward - Transitional Housing Programs; and ■ Serving People in Need (LAPP) — Guided -Assistance Permanent Placement Housing 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. 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. In order to address homelessness in an effective, comprehensive manner, HUD asks cities to participate in the Continuum of Care (CoC) — a coordinated effort PY 2014-2015 Consolidated Annual Performance and Evaluation Report il=c; 2'3 City of Newport Beach amongst numerous public and private agencies to end homelessness and to prevent 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 has provided input into the development of strategies to meet homeless needs. The City also funded several non -profits that are part of the CoC, including: Prevention: Emergency Shelter: Transitional Housing Permanent Housing: Supportive Services: HOMELESS AND HIV/AIDS Fair Housing Foundation and Human Options Human Options & Families Forward Families Forward Serving People In Need Families Forward, Human Options, and SPIN 5 -Year Strategy: Support a continuum of services in support of the City's and County's effort to end homeless and improve the quality of life for persons living with HIV/AIDS Outcome/Objective Planned Activities Performance 2014 2014 Statements Indicator Goals Achievements Homeless Prevention Programs Transitional Housing Emergency Shelter to Victims of Accessibility / Suitable Domestic Violence Living Environments People 145 205 Transitional Housing and Support Services for Victims of Domestic Violence Case Management and Other Services 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 2014, the County of Orange and OC partnership secured $19.5 million for the region through the Competitive Homeless SuperNOFA. While none of the funded projects are located in the City of Newport Beach, the PY 2014-2015 Consolidated Annual Performance and Evaluation Report Place 24 City of Newport Beach region as a whole will benefit from the following new programs that were awarded funding in the Homeless SuperNOFA: ■ American Family Housing: $291,729 for 36 beds, supportive services, and operations to provide transitional housing to homeless ■ Collette's Children's Home: $148,117 for 24 beds, supportive services, operations, leasing and HMIS to provide transitional housing to homeless ■ Collette's Children's Home: $126,260 for 24 beds, supportive services, operations, leasing, and HMIS to provide transitional housing to homeless ■ Eli Home: $534,263 for 28 beds, supportive services, operations, leasing and HMIS to provide transitional housing to homeless ■ John Henry Foundation: $149,509 for 6 units, supportive services and operations to provide permanent housing to homeless ■ Orange County Housing Authority: $3,281,147 for 174 Housing Certificates for tenant -based rental assistance for disabled homeless ■ Orange County Housing Authority: $581,851 for 30 Housing Certificates for tenant -based rental assistance for disabled homeless ■ Orange County Housing Authority: $536,589 for 30 Housing Certificates for tenant -based rental assistance for disabled homeless ■ Orange County Housing Authority: $1,059,971 for 58 Housing Certificates for tenant -based rental assistance for disabled homeless ■ Orange County Housing Authority: $734,157 for 40 Housing Certificates for tenant -based rental assistance for disabled homeless ■ OC Partnership: $499,646 for HMIS to provide support services to providers who serve homeless subpopulations ■ Veterans Family Housing. $218,579 for 24 beds, supportive services, operations and leasing to provide transitional housing to homeless ■ Veterans Village: $216,259 for 28 beds, supportive services, operations, leasing and HMIS to provide transitional housing to homeless In addition to the agencies listed above, another thirty-seven (37) agencies received funds from the SuperNOFA award. PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 25 City of Newport Beach 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) — GAPP (Guided -Assistance Permanent Placement Housing Program This program provided access to homeless families and individuals who are residents of Newport Beach and need assistance for various housing issues including move -in assistance, rent to prevent eviction and rapid re -housing. 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 —Transitional Housing The City of Newport Beach provided financial assistance. This program transits struggling families from crisis to stability and self-sufficiency. Emergency Solutions Grants (ESG) The City of Newport Beach does not receive ESG funds. PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 26 L IV. COMMUNITY DEVELOPMENT City of Newport Beach Community Development 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 those activities benefitting low- and moderate - income people. Through public meetings and public hearings in the development of the Consolidated Plan, 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 2014-2015 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 activities that were undertaken: ■ Fair Housing and Landlord/Tenant Mediation ■ Community Resource Center for Battered and Abused Spouse ■ Emergency/Transitional Housing Shelter ■ Senior Services ■ Permanent Placement Housing Services ■ Youth Employment Services PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 27 City of Newport Beach PUBLIC SERVICES 5 -Year Strategy: Contribute to the well-being of individuals, families, and neighborhoods Outcome/Objective Planned Activities Performance 2014 2014 Statements Indicator Goals Achievements General Public Service Programs Employment and Other Training Programs Accessibility / Suitable Food and Essential Services People 25 10 Living Environments Family Services Health Services Youth Services The following is a list of CDBG 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 2014 2014 Statements Indicator Goals Achievements Sustainability / Section 108 Loan Repayment — Suitable Living Balboa Village Improvements Public Facilities 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 made adjustments to its 5 -Year Consolidated Plan goals on April 22, 2014. A copy of the approved Substantial Amendment was submitted along with the CAPER for the 2013-2014 program year. 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 2014-2015 Consolidated Annual Performance and Evaluation Report Pa, c;e ro City of Newport Beach The City pursued all resources described in the 2014-2015 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 2014-2015 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 2014-2015 Consolidated Annual Performance and Evaluation Report Page 29 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 CDBG program income during the 2014-2015 program year. 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 2014-2015 Consolidated Annual Performance and Evaluation Report Page 30 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 use CDBG funds for any float -funded activities. 11. Lump sum agreements a. Provide the name of the financial institution. b. Provide the date the funds were deposited. c. Provide the date the use of funds commenced. d. Provide the percentage of funds disbursed within 180 days of deposit in the institution. The City has no lump sum agreements. 12. Housing Rehabilitation - for each type of rehabilitation program for which projects/units were reported as completed during the program year a. Identify the type of program and number of projects/units completed for each program. b. Provide the total CDBG funds involved in the program. c. Detail other public and private funds involved in the project. The City does not use CDBG funds for housing rehabilitation. 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 program year 2014-2015. PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 31 City of Newport Beach Antipoverty Strategy 1. Describe actions taken during the last year to reduce the number of persons living below the poverty level. During the 2014-2015 program year, 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. Age Well Senior Services: Home -Delivered Meal Program 2. Human Options: Emergency Shelter for Battered Women 3. Families Forward: Transitional Housing 4. SPIN: Guided -Assistance Permanent Placement Housing Services 5. Youth Employment Services: Employment Services for Youth PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 32 V. NON -HOMELESS SPECIAL NEEDS 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. Human Options — Battered and Abused Spousal Program Provided a wide variety of counseling and educational programs to help victims and their family members deal with the effects of domestic violence. Services also include emergency shelters and transitional housing. SENIOR SERVICES 5 -Year Strategy: Provide quality supportive services so elderly residents can live as independently as possible Outcome/Objective Statements Planned Activities General Senior Programs Performance Indicator 2014 Goals 2014 Achievements Accessibility /Suitable Information and Referral Programs Living Environments People 130 105 Food and Essential Services Senior Transportation Services PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 33 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 2014 2014 Statements Indicator Goals Achievements Battered and Abused Spousal Programs Food & Essential Services Referral and Case Management People 12 18 Services Employment Training and placement Accessibility/ Suitable for persons with Disabilities Living Environments Upgrade Public Facilities with ADA public Facilities 0 0 Improvements Substance Abuse Rehabilitation People 0 0 Services PUBLIC SERVICES 5 -Year Strategy: Contribute to the well-being of individuals, families, and neighborhoods Outcome/Objective Planned Activities Performance 2014 2014 Statements Indicator Goals Achievements General Public Service Programs Employment and Other Training Programs accessibility / Suitable Food and Essential Services People 25 10 Living Environments Family Services Health Services Youth Services PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 34 City of Newport Beach Specific HOPWA Objectives The City of Newport Beach does not receive HOPWA funds. PY 2014-2015 Consolidated Annual Performance and Evaluation Report Page 35 FA `LIaspppl FR�1 O 4 V1. OTHER NARRATIVE City of Newport Beach 1. Include any CAPER information that was not covered by narratives in any other section. Economic Opportunity / 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 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 2014-2015 Consolidated Annual Performance and Evaluation Report Page 36 FA `LIaspppl FR�1 O 4 APPENDICES APPENDIX "A" SUMMARY OF ANNUAL OBJECTIVES City of Newport Beach HOUSING 5 -Year Strategy: Preserve and improve the existing housing stock and ensure equal access Summary of Specific Annual Objectives CPMP Version 2.0 Specific Obj. # Outcome/Objective Specific Annual Objectives Sources of Funds Performance Indicators Year Expected Number Actual Number Percent Completed DH -1 Availability/Accessibility Availability/Accessibilityof Decent Housing Section 8 Housing Choice Voucher - Maintain existing level of Section 8 housing vouchers and rent -restricted units within the City at risk of conversion to market rate housing through refinancing. Section 8 Housing Units 2010 478 409 86% 2011 478 497 104% In -Lieu Fee 2012 478 495 104% 2013 478 516 108% 20141 478 516 108% MULTI-YEAR GOAL 2390 2433 102% 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. CANCELED by Substantial Amendment in FY CDBG Housing Units 2010 0 0% 2011 0 0% 2012 0 ° 0% 2013 0 0% 2014 0 0% MULTI-YEAR GOAL 0 0 0% Fair Housing Program - Ensure universal access to fair housing choice within the City. CDBG People 2010 160 160 100% 2011 160 161 101% 2012 160 187 117% 2013 1601 204 128% 2014 1601 1911 119% MULTI-YEAR GOAL 8001 9031 113% Fair Housing 903 people Monitored Affordable 383 Section 108 vouchers 133 516 2010-2014 Consolidated Plan Strategies and Specific Annual Objetives 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 # Sources of Funds Performance Indicators Year Expected Number Actual Number Percent Completed Specific Annual Objectives 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. CANCELED by Substantial Amendment in Housing Units 2012 0 0% 2013 0 0% F2014 0 0% FY 13-14. MULTI-YEAR GOAL 0 0 0% DH -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 0% State HOME 2014 0 0% CANCELED by Substantial Amendment in FY 13-14. MULTI-YEAR GOAL 0 0 0% 2010-2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B" City of Newport Beach CPMP Version 2.0 SENIOR SERVICES 5 -Year Strategy: Provide quality supportive services so elderly residents can live as independently as possible Summary of Specific Annual Objectives Specific Obj. # Outcome/Objective Sources of Funds Performance Indicators Year Expected Number Actual Number Percent Completed Specific Annual Objectives SL -1 Availability/Accessibility of Suitable Living Environment Improve supportive services for elderly 2010 130 142 109% residents through: CDBG 2011 130 145 112% SL -1 (1) - General Senior Programs - Information and Referral Services - Food and Essential Services People 2012 130 112 ° 2013 130 119 9 92%2% 2014 130 10581% - Senior Transportation Services MULTI-YEAR GOAL 650 623 5.8% E AGE WELL - Delivered Meals: 623 seniors Friends of OASIS: Senior Transportation - Monthly Social Gatherings FY 14-15 - Activity Canceled 2010-2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B" City of Newport Beach SPECIAL NEEDS/NON-HOMELESS 5 -Year Strategy: Help persons with special needs live as independently as possible Summary of Specific Annual Objectives CPMP Version 2.0 Specific Obj. # Outcome/Objective Specific Annual Objectives Sources of Funds Performance Indicators Year Expected Number Actual Number Percent Completed SL -1 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 12 13 108% 2011 12 14 117% 2012 12 4 33% 2013 12 16 133% 1 2014 12 18 150% MULTI-YEAR GOAL 60 65 108.3% SL -1 (2) Upgrade Public Facilities with ADA Improvements - Increase accessibility of persons with disabilities to public facilities. CDBG Public Facilities 2010 0% 2011 0% 2012 1 1 0% 2013 0% 2014 0% MULTI-YEAR GOAL 1 1 100.0% Substance Abuse Rehabilitation Services - Increase supportive services for persons suffering from substance abuse. CDBG People 2010 8 8 100% 2011 7 7 100% 2012 7 7 100% 2013 0 0 0% 2014 0 0 0% MULTI-YEAR GOAL 1 22 221 100.0% Human Options 65 people SPIN - SARS 22 people (2 Years 13-14 & 14/15) 2010-2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B" 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 # Sources of Funds Performance Indicators Year Expected Number Actual Percent Number Completed Specific Annual Objectives SL -1 Availability/Accessibility Availability/Accessibilityof Suitable Living Environment Preserve the supply of emergency and transitional housing, increase supportive services for persons 2010 145 144 99% living with HIV/AIDS, and improve services for CDBG homeless persons and prevent those at -risk of 2011 145 147 101% homelessness through: 2012 145 150 103% SL -1 (3) - Homeless Prevention Programs - Transitional Housing - Emergency Shelter to Victims of Domestic People Violence 2013 145 171 118% - Transitional Housing and Support Services for Victims of Domestic Violence 2014 145 205 141% - Case Management and Other Services MULTI-YEAR GOAL 725 817 112.7% 14/15 5 -Yrs. Families Forward 190 786 SPIN-GAPP 15 31 Total: 205 817 2010-2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B" 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 # Sources of Funds Performance Indicators Year Expected Number Actual Percent Number Completed Specific Annual Objectives SL -1 Availability/Accessibility Availability/Accessibilityof Suitable Living Environment Provide and improve public services to low- 2010 369 369 100% and moderate -income persons through: - General Public Services CDBG 2011 404 404 100% 2012 25 25 100% - Employment and Other Training Programs People SL -1 (4) - Food and Essential Services - Family Services 2013 25 21 84% 2014 25 10 40% - Health Services - Youth Services MULTI-YEAR GOAL 848 829 97.8% (YES) Youth Employment Sery SOS - Save Our Selves 56 (3 years - 12/13, 13/14 & 14/15) 773 ( 2 years - 10/11 & 11/12) 829 2010-2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B" 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-7 Ob'. # 1 Specific Annual Objectives Sources of Funds Performance Indicators Year Expected Number Actual Percent Number Completed p 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 1 o 100/o 2013 1 1 100% 2014 1 1 100% MULTI-YEAR GOAL 5 5 100.0% Section 108 Loan 2010-2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B" F4, \Lttv-71� APPENDIX `B" CPMP PROJECT SUMMARIES CPMP Version 2.0 Grantee Name: City of Newport Beach Project Name: I CDBG Administration Description: I JIDISProject#: 2014-01 UOG Code: 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 Category City of Newport Beach 3300 Newport Blvd. Newport Beach, CA 92658 Select one: ��/Pdtttrt�abm 4--+ Explanation: Expected Completion Date: The goal of the City's CDBG program is to provide decent housing, choice, suitable living environment and economic opportunity for all residents, businesses and visitors. Staff responsible for CDBG administration work towards these endeavors. housing 6/30/2015 je ive egory O Decent Housing ® Suitable Living Environment O Economic Opportunity Outcome Categories O Availability/Accessibility ❑ Affordability ❑ Sustainability Specific Objectives 1 hrfrme the sErviaa for krvvihodim+e persons 2 3 � u +, C tp Aaoorpl. Type: IJ Proposed N/A Acoonpl. Type: v Program Year 4 Proposed N/A Program Year 1 Underway complete I Underway complete E u H d a 'o E Acmnpl. Type YProposed N/A Aaooapl. Type: V Program Year 5 Proposed N/A Program Year 2 Underway complete Underway Icornplete JL u QUnderway Acconpl. Type: C Proposed N/A Amarpl. Type Proposed Program Year 3 complete I Con Plan Period lunderway Icomplete N/A Proposed Outcome Performance Measure I Actual Outcome Access to decent housing and suitable living environment National Objective: N/A MA Gene al RoyamPdniistralim 570.736 Matra Codes Matra Codes Matra Codes. Matra Godes U Matra Codes. a. vFind ` C a CDBG LJ Proposed Amt. $60,285 fund Source v Proposed Amt. Actual Amount $60,285� Actual Amount sauce O Proposed Amt. Fnd Souco LJ Proposed Amt. Actual Amount Actual Amount Acco pl. Type: U Proposed Units N/A Accorpl. Type: �. Proposed Units Actual Units N/A Actual Units �y A000rpL Type lJ Proposed Units Acoonpl. Type Proposed Units Actual Units Actual Units N YFund M C a mgt; 01 Proposed Amt. $52,755 Fund Smrcm LJI Proposed Amt. Actual Amount $52,164f� Actual Amount FuSoposed Pr Amt. Fud sons Ci Proposed Amt. Actual Amount Actual Amount Ac-rgA-Type: Proposed Units N/A AccmgA. Typo LAY Proposed Units Actual Units N/A Actual Units Acoonpl. Type: Proposed UnitsAcoonpl. Type �' Proposed Units Actual Units Actual Units M Y ` cm a Coll Q Proposed Amt. $58,133 Fund Soucy Proposed Amt. Actual Amount $58,133 Actual Amount d Sarco FUa Proposed Amt. Rud source: Proposed Amt. Actual Amount Actual Amount Acccnpl. Type: Ev Proposed Units N/A Acax pl. Type: �, Proposed Units ActualUnits N/A Actual Units Ao=ML Typo l � Proposed Units Acoonpl. Type Q Proposed Units Actual Units Actual Units 7 2 cm G a CDBG V Proposed Amt. $61,454 Fund sorsa U Proposed Amt. Actual Amount $60,026�y Actual Amount Rud sorsa v Proposed Amt. Rnd sorsa LJ� Proposed Amt. Actual Amount Actual Amount Acmnnpl. Type 'v Acmnpl. type v Proposed Units N/A Acmnpl. Types �'� Proposed Units Actual Units N/A Actual Units Proposed Units Acoorrpl. Type �, Proposed Units Actual Units Actual Units in 0 Y AAcoatpl. O a CDBG V Proposed Amt. $61,366 Rrdso rce Proposed Amt. Actual Amount $61,366 Actual Amount Clow V Proposed Amt. Rud SorcaC� Proposed Amt. Actual Amount Actual Amount Type 'v Amarpl. Ty, V pe Proposed UnitsN/A Acoonpl. Type rv— ' Acconpl. TVW. v Proposed Units Actual Units N/A Actual Units Proposed Units Proposed Units Actual Units Actual Units Grantee Name: City of Newport Beach CPMP Version 2.0 ProjectName: Fair Housing Services Q Description: IDIS Project 2014-02 UOGCode: CA62454 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 CDBG areas and the extremely -low to moderate income population. Location: Priority Need Category Fair Housing Foundation 3605 Long Beach Blvd. Long Beach, CA 90807 Select one: sem/ � i_ Explanation: Expected completion Date: Low-income and special needs persons often have limited resources to address any landlord/tenant concerns, or other issues that affect their housing. Providing access to fair housing services improves housing choice, ensures decent housing and a more suitable living environment. 6/30/2015 7ecbve tegory ® Decent Housing O Suitable Living Environment O Economic Opportunity S ,_ tT eatTks' Outcome Categories Availability/Accessibility Affordability 17aaproue aloes to aBadalAe rental housag �f�y 2 U N v M People �I Proposed M People Proposed 160 Program Year 1 Underway complete 160 Program Year 4 Underway complete 204 N s H y _ as o. o E Ol People Q Proposed 160 Ol People lam! Proposed 160 Pro ram Year 2 Underway Program Year 5 Underway complete 161 Complete 191 a oui u Q l�t 01 purple U Program Year 3 Proposed 160 O1 People Proposed Underway Con Plan Period Underway Complete 187 complete 903 Proposed Outcome Performance Measure Actual Outcome Accessibility for the purpose of providing decent affordable housing National Objective: N/A DH -1 Availability/Accessibility 21D Fa Housing Arbwilies(sitjstto 2DR/oAdrm �) 571E to Matr&fades Matrbc Oodw 7r Matrbcrades Mati&Oodes MatrbcCodes l�7 ~ @ L } m m O d RadSou�: I- Proposed Amt. Rad Saaae IV Proposed Amt. Actual Amount Actual Amount Rad saaoe: V Proposed Amt. Rad Spume W Proposed Amt. Actual Amount Actual Amount Armnpl. Type: iJ Proposed Units AmorpL Type: V Proposed Units Actual Units Actual Units (�1 AmonpL Type LW1 Proposed Units Aomnpl. Type: '.V Proposed Units Actual Units Actual Units N O d Y O tL COBS Proposed Amt. $12,000 Rad Sounm LJ Proposed Amt. Actual Amount $12,000 Actual Amount Otlta LJ Proposed Amt. $581,359 �y Rad Source: R Proposed Amt. Actual Amount Actual Amount 01People Proposed Units 160 AomnpL Type V AomnpL Type: V Proposed Units Actual Units 161 Actual Units f�y A;m Ty1_ R Proposed Units Proposed Units Actual Units Actual Units 1+1 O N % O tL COBG iV, Proposed Amt. $12,000 Rind Source: V Rad source: V Proposed Amt. Actual Amount $12,000 Actual Amount Other 0' Proposed Amt. $558,230 Proposed Amt. Actual Amount Actual Amount OIL People I,J Proposed Units 160 Actoopl. Typo Proposed Units Actual Units 161 Actual Units f�y Acowpl. Type: lv! Proposed Units AcmnpL Type: �. Proposed Units Actual Units Actual Units 7 O N ! R lm O d COBS Proposed Amt. $12,000 Rad Sourox D Proposed Amt. Actual Amount $12,000 Actual Amount Otlter Proposed Amt. $550,000 Rayl So. Proposed Amt. Actual Amount Actual Amount Ol People UI Proposed Units 160 Amomil Type: U Proposed Units Actual Units 204 Actual Units AmonpL Type: f�y Proposed Units AomnpL Type: i_1 Proposed Units Actual Units Actual Units O d Y Oy O d COBE' (�1 Proposed Amt. $12,000 Rad Source �W Proposed Amt. Actual Amount $12,000 Actual Amount Otlaa Proposed Amt. $500,000 Rad Sano: �� Proposed Amt. Actual Amount Actual Amount M People Proposed Units 160 AooutpL Type � V A..,PL Type �I, Proposed Units Actual Units 191 Actual Units 1AomrpL Type Proposed Units Proposed Units Actual Units Actual Units Sustainability 3 Q CPMP Version 2.0 Grantee Name: City of Newport Beach Project Name:Human O tions: Communi Resource Center Description: IDIS Project #: 2014-03 UOG Code: 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 and supplies used by staff. Location: Priority Need Category Community Resource Center 5540 Trabucco Road Irvine, CA 92620 Select one:PIL"xSenfice' �--+ 71 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. National Objective Citation: LMC 570.208(a)(2)(i)(A) 6/30/2015 jective Category O Decent Housing *Suitable Living Environment O Economic Opportunity Specific Objectives Outcome Categories O Availability/Accessibility ❑ Affordability ❑ Sustainability 1 Lupous the services for lowArud inrwne paws U 2 LJ 3 Lq +' C v 01 Peke 7'.. Program Year 1 Proposed 12 01 People v Program Year 4 Proposed 12 Underway Underway Complete 13 Complete 16 e err a of 01 People Program Year 2 Proposed 12 MPeople Proposed 12 Underway Program Year 5 Underway complete 14 complete 18 CL U QUnderway O1 peorrile [v:: Proposed12 A�pl. TYPer W Con Plan Period Proposed Program Year 3 Underway Complete a Complete 65 Proposed Outcome Performance Measure Actual Outcome Accessibility for the purpose of creating suitable living environment People SL -1 Availability/Accessibility OSG Baimered and Ahmed Spae+es 5M2M(e) Q Mahn Cada l�J Mahbn low M*ix Coda, Mahbn Cada Ev: Mabbc Coda L 0) £ M L 01 O a CDBC I -v Proposed Amt. $4,600 Pnd Spacer a Proposed Amt. Actual Amount $2,719 Actual Amount Dura' Iv Proposed Amt. $408,698 Fund soln]C Proposed Amt. Actual Amount $408,698 Actual Amount MPeople iv Proposed Units 12 Aa=Tpl, Type; Proposed Units Actual Units 13 Actual Units AmompL Typer jv Proposed Units Aoopnp, Type; Lv Proposed Units Actual Units Actual Units fV L Y £ M L OI O a COBS Iw Proposed Amt. $3,867 Fund Sou, QJ Proposed Amt. Actual Amount $3,769U Actual Amount purer Iv Proposed Amt. $426,931 Pnd sa,aa f�y Proposed Amt. Actual Amount $426,931 Actual Amount 01 People v Proposed Units 12 Aoaortpl. Type; F-- Proposed Units Actual Units 14 Actual Units Ai000nnpL Type lv Proposed Units Amompl,Typg E-1 Proposed Units Actual Units Actual Units M L N Y M Or O a CDBG 4_J Proposed Amt. $4,000 Fund spurn Proposed Amt. Actual Amount $3,313 Actual Amount Ours Proposed Amt. $552,150 Fund spm Q Proposed Amt. Actual Amount Actual Amount 01 maple M Proposed Units 12 Amompl, Type; Proposed Units - Actual Units 4 Actual Units — Acoonp6 Type; Iv Proposed Units A--qA, Type; QProposed Units Actual Units Actual Units a L y Y I£LI{ 01 O O. COBS IV Proposed Amt. $10,000 Fund Sonne: Q Proposed Amt. Actual Amount $6,437 Actual Amount oder I7 Proposed Amt. $572,881 Fund spm Proposed Amt. Actual Amount Actual Amount Ol People W Proposed Units 12 Amonrpl. Type: Proposed Units Actual Units 16 Actual Units AamnpL Type: �� Proposed Units Amonrpl. Type: C, Proposed Units Actual Units Actual Units in y i ILO Of O L 11 COBC Iv Proposed Amt. $6,500 Fund Sans Proposed Amt. Actual Amount $5,244 Actual Amount Odra Iv Proposed Amt. $532,946 (�y Fund sons F Proposed Amt. Actual Amount Actual Amount O1 Ppople AcmnpL Typo Proposed Units 12 Anoonpl. Type: I w Proposed units Actual Units 18 Actual Units Proposed Units A=rgg. Type: �l Proposed Units Actual Units Actual Units CPMP Version 2.0 Grantee Name: City of Newport Beach Project Name: Families Forward: Transitional Housin Pro ram Description: IDIS Project #: 2014-04 U.GC.de: 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 case manager. Location: Priority Need Category Families Forward 8 Thomas Irvine, CA 92618 Select one: PIbIK Semnae5 a 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(a)(2)(i)(A) 6/30/2015 O jectiveCategory O Decent Housing *Suitable Living Environment O Economic Opportunity Specific Objectives Outcome Categories O Availability/Accessibility ❑ Sustainability EI 1 Lvease line numbs of hopeless priors rnmig irbo pansnet homy �7 2 Lrpoye Ole savior fa loovAovd'smme P— 3 y +' C � 01 people Proposed 145 01 People U Proposed 135 Program Year 1 Underway - Program Year 4 Underway Complete 155 Complete 144 N J= V N d Q. 01 People Q Proposed 145 O1 People Proposed 135 Program Year 2 Underway Program Year 5 Underway Complete 147 complete 190 �o 6 u aUnderway O1 PeopleProposed 145 Aoslgll. Type R Proposed Program Year 3 Con Plan Period Underway Complete 150 Complete 786 Proposed Outcome Performance Measure Actual Outcome Accessibility for the purpose of creating suitable living environment People SL -1 Availability/Accessibility 05 Public Seivioes (Gamaal) S70.7111(e) E)7 I Main& Cads Q Matmr Gods U Mab&Oodes NWYK Cads U Mahbc Cads i 01 O 0. CDEIG ! Proposed Amt. $10,000 Fund Source Proposed Amt. Actual Amount $10,000 Actual Amount olio RI Proposed Amt. $1,104,907 Fund source: Propos ed Amt. Actual Amount $1,104,907 Actual Amount 01 People v Proposed Units 145 AMMTVI. Type Proposed Units Actual Units 144 Actual Units AcoompL Type I Proposed Units A—rrgd Type Q Proposed Units Actual Units Actual Units N L - M 01 O 0. COBS Iv Proposed Amt. $8,406 Fund Sounm Proposed Amt. Actual Amount $8,406 Actual Amount ouler Iv Proposed Amt. $1,043,610 Fund smw Proposed Amt. Actual Amount $1,043,610 Actual Amount 01 People Iv Proposed Units7714 Acoxmpl. Type w Proposed Units Actual Units Actual Units A --VL Type v Proposed Units A—mpl. Type Proposed Units Actual Units Actual Units M L Y M 01 O 0. COBS I V Proposed Amt. $9,000 Fund spice U Proposed Amt. Actual Amount $9,000 Actual Amount otin L- Proposed Amt. $975,419 R xisoum Proposed Amt. Actual Amount Actual Amount 01 People Iv Proposed Units Proposed Units Actual Units 150 Actual Units A --113L Type �, Proposed Units ,goopnp, Type Proposed Units Actual Units Actual Units C L y } a£0 01 0 & COBS Proposed Amt. $10,000 Fund Spspe U Proposed Amt. Actual Amount $10,000 Actual Amount Other �v Proposed Amt. $857,758 � Fuld source, ISI Proposed Amt. Actual Amount Actual Amount 01 people v Proposed Units 135 Ap>anlo, Type lam) Proposed Units Actual Units Actual Units AcoompL Type v Proposed Units Ao—p, Type Proposed Units Actual Units Actual Units in L YOlin M L OI O S COBS lv V Proposed Amt. $10,000 Fuld source T Proposed Amt. Actual Amount $10,000 Actual Amount Proposed Amt. $673,971 Fund souoe Proposed Amt. Actual Amount Actual Amount 01 People U Proposed Units 135 Aonnpl. Type J Proposed Units Actual Units 190 Actual Units AmumpL 7j�pCe Proposed Units Aoopmpl,Type Proposed Units Actual Units 1 Actual Units cPMP Ve w 2.0 Grantee Name: City of Newport Beach Project Name: Age Well Senior Services: Home Delivered Meals Description: I IDIS Project #: 2014-05 U0G Code: 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. CDBG funds will be used to pay for a portion of the salary of home-deliverd meal staff. Location: _ Priority Need Category Age Well Senior Services, Inc. 24300 EI Taro Road, Suite 2000 Laguna Woods, CA 92637 Select one: Rl,icSernxrs , 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 a more suitable living environment. National Objective Citation: LMC 570.208(a)(2)(i)(A) 6/30/2015 0 jective tegory O Decent Housing *Suitable Living Environment O Economic Opportunity Specific Objectives Outcome Categories ❑+ Availability/Accessibility ❑ Affordability ❑ Sustainability 1 Ini. the ser A. for loarhrnd incomepersons �y UI 2 3 �y UI m +' C u 01 people Proposed 130 01 People IT) Proposed 130 Program Year 1 Underway Program Year 4 Underway Complete 119 complete 142 E U °V a S' E Ol people Q Proposed 130 01 People IJ Proposed 130 Program Year 2 Underway Pro ram Year 5 Underway Complete 105 Complete 145 D. °u UUnderway a 01 People Q Proposed 130 (�t A,pL Type R' mo Proposed Pro ram Year 3 Con Plan Period Underway complete 623 complete 112 Proposed Outcome Performance Measure Actual Outcome Accessibility for the purpose of creating suitable living environment People SL -1 Availability/Accessibility 05A Senior Sen,ioa SM201(e) hmbx Cada Matrix Cada Q Matrix a 0 MAKK Codes Mablix Coda y Y (5 19 aA000rro. CDBG U Proposed Amt. $20,000 Fund Sours 7 Proposed Amt. Actual Amount $20,000Actual Amount Otlg Dw Proposed Amt. $1,552,940 FudSour 'I _ Proposed Amt. Actual Amount $1,552,940 Actual Amount 01 Peale v Type �V Proposed Units 130 Amo pl. Type: Lv Proposed Units Actual Units 142 Actual Units Proposed Units � Acoorpi. Type I_� Proposed Units Actual Units Actual Units N V r R01 tT O a CDOG -w Proposed Amt. $18,492 Fund - Proposed Amt. Actual Amount $18,492 Actual Amount Otherv Proposed Amt. $1,559,440 Rod so,� IV Proposed At. munt Actual Amount $1,559,440 Actual Amo People v Aomnpl. Type Proposed Units 130 AcoonpL Type LJ Proposed Units Actual Units 145 Actual Units Proposed Units AcoprnpL Type Proposed Units Actual Units Actual Units M y i M0l IT O d m0G 6T)I Proposed Amt. $15,600 Find Scuoer l�J Proposed Amt. Actual Amount $15,600 Actual Amount other Q Proposed Amt. $1,722,931 Find Soup Proposed Amt. Actual Amount Actual Amount people IV AcconpF. Type IV Proposed Units 130 Acoonpl. Type O Proposed Units Actual Units 112 Actual Units Proposed Units Aiomn,pL Type Proposed Units Actual Units Actual Units 0) MOl IT O d mgr lw otter I V Proposed Amt. $16,000 Rud Sours 0 Proposed Amt. Actual Amount $16,000 Actual Amount Proposed Amt. $1,647,440 Rud sworn M Proposed Amt. Actual Amount Actual Amount people L, Proposed Units 130 Amp, Type 1-J Proposed Units Actual Units 119 Actual Units � Acm,ryl. Type _ I Proposed Units Aompp, Type [-,:,I Proposed Units Actual UnitsActual Units H ,. R01 O, CAoomvpl, mgr Q Proposed Amt. 16,000 find s urm U� Proposed Amt. Actual Amount $16,000�-y Actual Amount Otlrr ros Ppoed Amt. $1,743,436 Rud Sours U Proposed Amt. Actual Amount Actual Amount People w Proposed Units 130 Aocarpl. Type Proposed Units Actual Units 105 Actual Units Type v Proposed Units Acm„pp, Type L Proposed Units Actual Units Actual Units CPMP Version 2.0 Grantee Name: City of Newport Beach Project Name: Serving People In Need (SPIN): Guided Assistance-Permanent Placement Hsg P m Description: IDIS Project #: 2014-06 UOG Code: CA62454 NEWPORT BEACH The Guided Assistance to Permanent Placement Housing Program (GAPP) will provide access to appropriate housing to low-income and homeless families and individuals who are residents of Newport Beach, but who need assistance for various housing issues including move-in assistance, rent to prevent eviction and rapid re-housing. Location: Priority Need Category Serving People In Need (SPIN) 151 Kalmus, H-2 S Costa Mesa, CA 92626 Select one: pl:ic Services Explanation: Expected Completion Date: Provide access to appropriate housing to low-income and homeless families and individuals who need assistance for various housing issues. National Objective Citation: LMC 570.208(a)(2)(i)(B) 6/30/2015 lective ategory O Decent Housing *Suitable Living Environment O Economic Opportunity Specific Objectives Outcome Categories M Availability/Accessibility El Affordability ❑ Sustainability � 1 L l..m to saviors for lm~ i. peeps l_ 2 End chronic Fdrtele�ess 3 0 +' C EProgram Ampg7l. Type•: V. Year 1 Proposed 01 People D_ Program Year 4 Proposed 10 Underway Underway complete complete 16 � .0 d D Aaow pl. Type V Proposed 01 People E- Program Year 5 Proposed 10 Program Year 2 Underway Underway complete complete 15 i 0 IL a AomnpL TypeProposed Pro ram Year 3 01 People E_ Con Plan Period Proposed Underway Underway complete I complete 31 Proposed Outcome Performance Measure Actual Outcome Accessibility for the purpose of creating suitable living environment People SL-1 Availability/Accessibility 05 PdWic Soviet's (General) 570.2D3(e) Q Matra codes �. Matrix Codes Matrix Codes lJJ Matrix Codes Matrox codes : yFund Y E L 0 O a COBC v Proposed Amt. Purd Souse Proposed Amt. Actual Amount Actual Amount Senn: v Proposed Amt. Fund Soros V Proposed Amt. Actual Amount Actual Amount 01 People ,V Ac=gt Type C Proposed Units AomnpL Type �� Proposed Units Actual Units Actual Units Proposed Units Amonpi. Type: Proposed Units Actual Units Actual Units N yryrd r Oi O Il COBC I—V Proposed Amt. ped Seng Proposed Amt. Actual Amount Actual Amount souos IV, Proposed Amt. � ped sp lvl Proposed Amt. Actual Amount - Actual Amount Ol People Q Proposed Units Ammpi. Type: Ev] Proposed Units Actual Units Actual Units SPL Type Dw Proposed Units AmonpL Type ow Proposed Units Actual Units Actual Units M y } E im O Il CDOG V Proposed Amt. prdsarm [I Proposed Amt. Actual Amount Actual Amount Ruder v Proposed Amt. ped Spam IV Proposed Amt. Actual Amount Actual Amount 01 People �, Proposed Units Ao mel. Type Proposed Units AomnpL Type: Actual Units Actual Units I_I goopxpL Tyve Ui Proposed Units Actual Units Proposed Units Actual Units a y } M OI O O. COBS LJ Proposed Amt. $14,090 Furd Source: f7w Proposed Amt. Actual Amount Actual Amount $14,090 � DOWN FvI Proposed Amt. $562,145 Fund Sema: I_V Proposed Amt. Actual Amount Actual Amount 01 People LV Proposed Units 10 A®rpL Type IV Proposed Units Actual Units Actual Units 16 A-wpl, Type C- Proposed Units A.,pL Type Proposed Units Actual Units Actual Units Ln y } 6 O id CDBC E- Proposed Amt. $14,000 Rid Spree: Q Proposed Amt. Actual Amount $14,000 Actual Amount otho E Proposed Amt. $701,748 Rrd Spree O Proposed Amt. Actual Amount lZual Amount 01 Purple I_ Proposed Units10 A, Type LV, Proposed Units �pl Actual Units Actual Units 15 AoarpL Type; v Proposed Units �y AcmvpL Type 101 Proposed Units Actual Units Actual Units CPMP ver m 2.a Grantee Name: City of Newport Beach Project Name: Walk in Service for Youth Pro ram Description: IDIS Project #: 2014-07 UOG Code: ICA62454 NEWPORT BEACH The YES walk in Service for Youth Program will provide effective employment related services to youth ages 16-22 from low - and moderate -income households. Program services are provided by professional staff who hold bachelor's degrees and have at least five (5) years of experience, as well as from trained volunteers. Services include: A two hour employment skills class where youth learn important basic skills such as how to fill out job applications. Upon completion of these program components, each youth receives up to three (3) job referrals upon each visit to YES. The program estimates serving 100 unduplicated Newport Beach residents and Orange County residents combined overall. Location: Priority Need Category Youth Employment Service of the Harbor Area, Inc. 114 E 19th Street Costa Mesa, CA 92627 Select one: IIII-���-SII Ric Serncas `--• Explanation: Expected Completion Date: Increase availability of employment low/mod income persons. National Objective Citation: and other training programs to LMC 570.208(a)(2)(i)(B) 6/30/2015 0 jectiveCategory O Decent Housing ® Suitable Living Environment O Economic Opportunity Specific Objectives Outcome Categories El Availability/Accessibility ❑ Affordability ❑ Sustainability 110 V.M Ore savicas far b itrnd income persons �. 2 Q 3 M +' — t w AanrpL Type: lJ Program Year 1 Proposed O3 people RI Proposed 25 Underway Program Year 4 Underway com late 21 Complete W s L v a AoompL Typo LvJ Program Year 2 Proposed Accorrpl Type: Pro osed 25 Underway Program Year 5 Underway complete 10 Complete o it v U Q o1 maple Io,, Program Year 3 Proposed 25 A�rrpl. Type: Proposed UnderwayUnderway Con Plan Period Complete 25 1complete 1 56 Proposed Outcome Performance Measure Actual Outcome Accessibility for the purpose of creating suitable living environment People SL -1 Availability/Accessibility 05 Pubic S Aces (Gerraai) 5711201(e) 0 F%bbr Codes Matrk Codas a malrb: CAdBS Mebbc Codes �.. Matrix Codrs ry L 0 �Fund ` Op aAcoonpL Fudsuaoe� I. Proposed Amt. Find source: LI Proposed Amt. Actual Amount Actual Amount Suers i. Proposed Amt. Rad Skpars �. Proposed Amt. Actual Amount Actual Amount AcoonpL Type: lw Type I. Proposed Units AcconpL Type [v: Proposed Units Actual Units Actual Units Proposed Units AcconpL Type Q Proposed Units Actual Units Actual Units N L in AAcmrrpl. L 01 aAmurpl Find suaas �. Proposed Aml. Find Sa Proposed Amt. Actual Amount Actual Amount Rid suns Proposed Amt. Find sm A Proposed Amt. Actual Amount Actual Amount Type, w Type: �, Proposed Units A—ro. Type: Proposed Units Actual Units Actual Units Proposed Units AoconpL Type Proposed Units Actual Units Actual Units l'A L } R01 OI O a CDBG a Proposed Amt. $5,000 rud Sans L. Proposed Amt. Actual Amount $5,000 Actual Amount oUia a Proposed Amt. 186 287 � find Sans lJ Proposed Amt. Actual Amount Actual Amount People Q Proposed Units 25 AcmnpL Type Proposed Units Actual Units 25 Actual Units A000prpL Type Proposed Units A000npL Type Proposed Units Actual Units Actual Units a L ILO lm a CDBG Y Proposed Amt. $5,000 Find Sans Proposed Amt. Actual Amount 5000 Actual Amount pyre �. Proposed Amt. 208,000 Find sans �. Proposed Amt. Actual Amount Actual Amount 01 People CI Proposed Units 25 AomnpL Type LTJ Proposed Units Actual Units 21�y Actual Units AocurpL Type I2R Proposed Units AoconpL Type 4_J Proposed Units Actual Units Actual Units N CDBG 7 -Proposed L Yother . A01 People w p1 I D a A000npt Type: . Amt. $5,000 nod soars lJ Proposed Amt. Actual Amount 2,665f�y Actual Amount Proposed Amt. $152,948 Rad Saws U Proposed Amt. Actual Amount Actual Amount Proposed Units 25 Amonpl. Type: . Proposed Units Actual Units 10 Actual Units Proposed Units = AcconpL Type: '.i Proposed Units Actual Units Actual Units CPMP Version 2.0 Grantee Name: City of Newport Beach Project Name: 1 Friends of OASIS - Monthl Social Gathersin Description: IDIS Project #: 2014-08 UOG Code: CA62454 NEWPORT BEACH This activity provides funds for transportation and food so that seniors residing at Seaview Lutheran Plaza may attend the Friends of OASIS monthly membership gatherings at the OASIS Senior Center. - ACTIVITY WAS CANCELED AT THE BEGINNING OF THE FISCAL YEAR. Location: Priority Need Category Friends of OASIS �-1 800 Narcissus Avenue Select one: Plblics3vices F Newport Beach, CA 92660 Explanation: Expected Completion Date: Provides and creates a more suitable living environment for seniors. National Objective Citation: LMC 570.208(a)(2)(i)(A) 6/30/2015 O jective tegory 0 Decent Housing *Suitable Living Environment O Economic Opportunity Mi Specific Objectives 1 Inprmethe services for low/mod inoxrepesors Outcome Categories ❑+ Availability/Accessibility_ 2 ❑ Affordability 3 ❑ Sustainability N po-rpl, Tom; Proposed Ao-Tpl, Tom; Proposed Underway Underway +' C complete u Program Year 1 Program Year 4 complete E A—rrpl, Type; Q Proposed 01 People 7 Proposed 25 U Underway Underway (1) E 'o E Program Year 2 Program Year 5 Complete N/A Complete d u T Q Acnorrpl. Type: Proposed f�I Amp[, Tom; l�.l Proposed Underway Underway U Q complete Program Year 3 Con Plan Period complete N/A Proposed Outcome Performance Measure Actual Outcome Accessibility for the purpose of People SL -1 Availability/Accessibility creating suitable living environment 054 Dior Services 570.201(e) Matrix Codes Matrix Codes Q Matrix Codes Matrix Codes Q Matrix Codes' RindSixrce: I�.l Proposed Amt. Fudcam; v Proposed Amt. L Actual Amount - Actual Amount IS Other , Proposed Amt. Fuxi cam; Proposed Amt. Y Actual Amount JActual Amount Tom; �.� Proposed Unitspaov. Tom; U Proposed Units Rppl. OI JActual Units Actual Units O O. Amo, Tom; F1 Proposed Units Amp, Tom; MProposed Units Actual units I Actual Units N Fund folAne: Proposed Amt. Furl cep; �' Proposed Amt. Actual Amount Actual Amount FundSxroe: U Proposed Amt. Actual Amount FlydSouce: Lv Proposed Amt. Actual Amount QProposed UnitsAomnpl, Tom; lel Proposed Units Ot Actual Units�y Actual Units ap�, Tj77e:Proposed Units Amo, Tom; LTJ Proposed Units Actual Units Actual Units M Fund Smice: Q Proposed Amt. FundSxrm: Proposed Amt. L Actual Amount Actual Amount M Fund �.AUrOaF j_ l , Proposed Amt. Fuck ; -I Proposed Amt. Actual Amount RT`fPe; L Actual Amount Type: lel Proposed Units �� Proposed UnitsAri-pl, IM Actual Units Actual Units 0 p�, Tom; Q Proposed Units �y A�V, Tom; l�1 Proposed Units Actual Units Actual Units Fund Souse: 7 Proposed Amt. U Proposed Amt. L Actual Amount Actual Amount Other Q Proposed Amt. Rod �IIfE; Proposed Amt. Actual Amount Actual Amount Ao-rpl Type: O Proposed Units Am -0 Tom; C Proposed Units M OI Actual Units Actual Units O M A.Q70f1�71 Type: Proposed Units A�� Type: Proposed Units Actual Units Actual Units H CDBG Q Proposed Amt. $3,500 Ford cSxru-; U Proposed Amt. Actual Amount $0�� Actual Amount � OUer l_J Proposed Amt. $13,750 Fund SXrM: ow Proposed Amt. Actual Amount Actual Amount 01 People Proposed Units 25 Aaprrpl, Type; v- Proposed Units R OI Actual Units 0 Actual Units O 0. Am". Type; w Proposed Units Amok Type: 'W Proposed Units Actual Units Actual Units CPMP Version 2.0 Grantee Name: City of Newport Beach Project Name: Section 108 Loan Re a ment Description: IDIS Project n: 2014-09 UOG code: CA62454 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: PtlrrxFaolitres Explanation: Expected Completion nate: Targeted areas within Balboa Village were detonating. To eliminate the blight, blighting influences and prevent further detoriation, the City used s to make necessary improvements to the target areas. The nts will stimulate future economic investment and provide a ble living environment. bjective Citation: LMA 570.208(a)(1) 6/30/2015 Iective ategory O Decent Housing ® Suitable Living Environment O Economic opportunity Specific Objectives Outcome Categories ❑ Availability/Accessibility ❑Affordability�2 Sustainability quaRy/ Irweava quantity of Public irrpuemerls far looter income persons . 4na C d 11 Putrid Rf3tles Pro ram Year 1 1 11 Rbfic Fad�Ges vI Pro arm Year 4 Pro osed underway Complete 1 Complete 1 t i u _ a a 11 P116ic Fe3ties l71 Pro ram Year 2 Proposed 1 11 Rlic Rniities V Proposed 1 Underway Program Year 5 Underway complete 1 Complete 1 a 0 Q 11 PLNc Facilities l�J Program Year 3 Proposed 1 A®rpl. Typer U1 Proposed Underway Con Plan Period Underway Icomplete 1 5 Complete i Proposed Outcome Performance Measure I Actual Outcome Accessibility for the purpose of creating suitable living environments Public Facility SL -3 Sustainability 19F Planed Reparent of Section 108 Loan Rixipel Matrix CaNs 19F Plaread Rgwpr rl of section 105 Low RYxipal o Matrk Cortes Martz Codes U Matrix Codes ry Yfind M m O tl CDBG j. Proposed Amt. $199,346 Fund souar: til Proposed Amt. Actual Amount $199,346I�y Actual Amount Source I. Proposed Amt. Rr>e U Fund Sou Proposed Amt. Actual Amount AccgrpL Tjpe: a Actual Amount 11 Ptl)k Fa[llltis;w AcoonpL Type ',. Proposed Units 1 Proposed units Actual Units 1 Actual Units Proposed Units �y Acoortpt type R Proposed Units Actual Units Actual Units N YFiord A11 01 O a CDBG LJ Proposed Amt. $201,654 Rod So, Proposed Amt. Actual Amount $201,653Actual Amount Souse [VJ Proposed Amt. Rod Sotnr� 'I W Proposed Amt. Actual Amount Actual Amount ptd*c Fao'ftie�j w AcmnpL Type ; r Proposed Units 1 AcoorrpL Typer Proposed Units Actual Units 1 Actual Units Proposed Units Ac=q*Type Proposed Units Actual Units Actual Units M - m OIActual O a CDBG Proposed Amt. $202,486 Rod Source; Proposed Amt. Actual Amount $202,486 Actual Amount Red Shin lf�y J Proposed Amt. Rod Source Q Proposed Amt. Actual Amount Actual Amount 11 Pudic Facilities. AcoerrpL Type . Proposed Units 1 A®rrpl. Type: LJ Proposed units Units 1 Actual Units Proposed Units Acco pL Type Proposed Units Actual Units Actual Units d, YRidurs A11 m O a CDBG j. Proposed Amt. $250,307 Rid Sours Proposed Amt. Actual Amount $204,722 Actual Amount So '. Proposed Amt. Fund So�. Sours Proposed Amt. Proposed Actual Amount Actual Amount Pllic Poditis,. Acoonpl Type . Proposed Units 1 AoxpL Type: L=l Proposed Units Actual Units 1 Actual Units Proposed Units AcoonpL lyper �. Proposed Units Actual Units Actual Units Ln ` O a CDBG j. Proposed Amt. $205,315 Rod Soup lJ Proposed Amt. Actual Amount $205,315 Actual Amount Fund sots j. Proposed Amt. Rod Proposed Amt. Actual Amount Amorrpi, Type: C'. Actual Amount 11 R61ic Fadraies. AcoerrpL Type _. Proposed Units 1 Proposed Units Actual Units 1 Fr Actual Units Proposed Units IA-MIOL 7Wc E. Proposed Units Actual Units Actual Units Grantee Name: City of Newport Beach CPMP Version 2.0 Project Name: Fair Housin Council O.C.: Fair Housin Services Description: IDIS Pro'ect #: 2010-02 UOG Code: CA62454 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 CDBG areas and the extremely -low to moderate income population. Location: Priority Need Category Fair Housing Council of Orange County 201 South Broadway Santa Ana, CA 92701 Select one: __kW_ Explanation: 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. Expected completion Date: 6/30/2011 bective Category O Decent Housing O Suitable Living Environment O Economic Opportunity S eci£c Objectives Outcome Categories Availability/Aessibility B Affordabil¢ ity ❑Sustainability 1 2 3 lnp+we amass to WMIAlAe ramal housing v of w y 01 People Pro osed 200 01 People �,. Proposed Program Year 1 Underway Pro ram Year 4 Underway com tete 160 com rete aE N r N 'a 'O^ E � O1 People -I Proposed M People Proposed Program Year 2 Underway Pf0 ram Year 5 Underway Complete Complete O 0- u Q 01 People VI Proposed Aomrryl. Type: Proposed Program Year 3 Underway Con Plan Period Untlerway com tete com fete Proposed Outcome Performance Measure Actual Outcome Accessibility for the purpose of providing decent affordable housing National Objective: N/A DH -1 Availability/Accessibility 21D Hair HouFYg Adhdtles (M*d to 2D /bAdi in cap) 570. n► W -t -Codes v FY6tcCodes Fmhbt0odas f�yFttcuc fades U htdrtt QodBs ei A d } E A � M CDBG Proposed Amt. $11,185 FtsdSwoo Proposed Amt. Actual Amount $11,185 Actual Amount Otlra Q Proposed Amt. $6,115 Fund Swot Q Proposed Amt. Actual Amount $6,115 Actual Amount MPeople � Proposed Units 200 I_ Aaarrpl. Type: �i Proposed Units Actual Units 166 Actual Units �� Aamnpi. Type lJ Proposed Units Aamnpl. Type Proposed Units Actual Units Actual Units N ip d } E y 6 CDOG Proposed Amt. Fund Smio= Proposed Amt. Actual Amount Actual Amount Otfia O Pro se"at. Fisd Smroe O Pro osed Amt. Actual Amount A®mpl. Type LI DW Actual Amount Proposed Units Ol People Proposed Units Actual Units Actual Units Acoorrpl. typo Proposed Units Amompl. Typo D Proposed Units Actual Units Actual Units M ip d } 6 CDBG R -posed Amt. Fund Sans R Proposed Amt. Actual Amount Actual Amount f�} Otho IJ Pro osed Amt. Fuld 9mro: Q Proposed Amt. Actual Amount Actual Amount OS People C Proposed Units Amorrpl. Typo C� Proposed Units Actual Units Actual Units �1 Amompl. TyPB DI Proposed Units Acmmpl. type Proposed Units Actual Units Actual Units a N d } E A � LL COW lJ Proposed Amt. Rsd Swab Q Proposed Amt. Actual Amount Actual Amount � Olha LJ Proposed Amt. Fund Source: O Proposed Amt. Actual Amount Actual Amount Ol People DI Proposed Units Aommpl. Type �I Proposed Units Actual Units Actual Units f�y Amonpl. Type UI Proposed Units Aommpl. Type CI Proposed Units Actual Units Actual Units in ip } E 6 CDBG Q Proposed Amt. Fund ins 17 Proposed Amt. Amount Actual Amount �Actual atha ISI Proposed Amt. Fund Sl n �� Proposed Amt. Actual Amount Actual Amount OS People L Ac orpl. Typo Proposed Units Aaanpl, Type: L �I Aomnpl. Typo U Proposed Units Actual Units Actual Units Proposed Units Proposed Units Actual Units Actual Units Grantee Name: City of Newport Beach CPMP Version 2.0 Project Name: Utility Assessment District Grant Pro ram Description: IDIS Project #: 2010-09 UOG Code: CA62454 NEWPORT BEACH This project will help to provide financial assistance to the impacted low- and moderate-income owner-occupants located within proposed utility undergrounding Assessment Districts in the City of Newport Beach. In order to reduce the financial burden of an Assessment District, the City proposes a grant program to cover a portion of the cost of utility hook-ups to owner-occupants within the District(s). Households that cannot afford to make the necessary hook- ups after utilities have been undergrounded will be left without electricity, thereby creating a health and safety concern for the City. City expects to assist 7 or more low- and moderate-income owner-occupants with undergroung Location: Priority Need Category City of Newport Beach 3300 Newport Blvd. Select one: Owg�pedF6teng U U 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(a)(3) Expected Completion Date: 6/30/2012 Objective Category O Decent Housing *Suitable Living Environment O Economic Opportunity Specific Objectives Outcome Categories 1 IrrPOYettEl}�LyOfOYVBlnerg ❑Availability/Accessibility 2 ❑ Affordability ❑ Sustainability 3 O IO Ltygng Uj� L Proposed 7 Proposed +' C Underway Underway complete complete Program Year 1 Program Year 4 10 Hxfttnjt W Proposed 0 W Proposed N J: N Underway Underway U � d CL o^E Pro ramYear 2 complete Program Year 5 Complete Proposed f�} U Proposed a tO7 aUnderway 1 lunderway complete Icomplete Program Year 3 Con Plan Period Proposed Outcome Performance Measure I Actual Outcome Accessibility for the purpose of Housing Units DH-1 Availability/Accessibility providing decent housing 14A Might SirlideUrk1liasidential5ffi7M Wrb(CMM Milli Mt&— ❑� '{ CDBG'EW Proposed Amt. $65,922 C; Proposed Actual Amount Am L Actual ! Proposed Amt. 4�1 Proposed Actual Amount Actual Am M ID HmSng Units J. Proposed Units 7 U Proposed OI O Actual Units Actual Unit a AomIW. TYPe Proposed Units f�t U Proposed Actual Units Unit Actual N RlydSM o3 L Proposed Amt. $0 Proposed Actual Amount Am - Actual gl Rind 3uaee [v Proposed Amt. � Proposedfi i Actual Actual Amount Amo M ASW, Type r_ Proposed Units 5 Proposed Actual Units Unit L OI Actual O �� �Ii,T4Pe D_ Proposed Units a Proposed R Actual Actual Units Unit Rxid SzEux loll Proposed Amt. Proposed Actual Amount Am M Actual y pffd Proposed Amt. �� Proposed r Actual Actual Amount Amo >_ i A®-pl. Type: i V Proposed Units Proposed U Actual Units Unit Of Actual O 11 Aamn1, Tjipa Q Proposed Units Proposed U Actual Units Unit Actual a pis Sm r Proposed Amt. I_ Proposed Actual Amount Am Actual y Rxid� lv �U Proposed Amt. U Proposed Actual Amount Amo } Actual E PAW. Type (,w Proposed Units L�11 Proposed Actual Units Unit 01 Actual O O. AmmW, Tjpe DI Proposed Units a Proposed Actual Units Unit Actual N Rxid Smax loll Proposed Amt. Proposed Actual Amount Am Actual Rxid�U� C Proposed Amt. LI Proposed Actual Amount Amo } Actual E A®n70. Tjipm E- Proposed Units Proposed Actual Units Unit OI Actual O � /I�tp6 rM _ Proposed Units �� k_J Proposed It Actual Actual Units Unit CPMP Version 2.0 Grantee Name: City of Newport Beach Project Name: Serving People In Need (SPIN): Substance Abuse Treatment Program (S RP) Description: IDIS Project #: 2012-06 UOG Code: ICA62454 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 Kalmus, H-2 S Costa Mesa, CA 92626 Select one: Rl:ic Servios Explanation: Expected Completion Date: Homeless and low-income people often do not have sufficient income to participate in substance abuse treatment programs to help in their recovery. SARP increases the access to such programs for homeless and low-income persons suffering from substance abuse. National Objective Citation: LMC 570.208(a)(2)(i)(A)&(B) 6/30/2013 Iective ategory O Decent Housing *Suitable Living Environment O Economic Opportunity _ Specific Objectives Outcome Categories M Availability/Accessibility ❑ Affordability ❑ Sustainability 1 Dq..m the saviors for loenytrnd i. pexso,s Q 2 End dxoic MxtxeasQes j -y U 3 �I 0 +' C WProgram 01 People V. Year 1 Proposed 8 Mpeqle E) Program Year 4 Proposed Underway Underway Complete 8 Complete .0 W a 3o O1 People V Proposed 7 01 People rV Program Year 5 Proposed Program Year 2 Underway Underway 7 complete I1 u aUnderway 01 People Program Year 3 Proposed 7 A[mrpL Type: Ci Con Plan Period Proposed Underway complete 7 complete Proposed Outcome Performance Measure Actual Outcome Accessibility for the purpose of creating suitable living environment People SL -1 Availability/Accessibility OSP Stlosta ce Abuse Services SM2D3(e) Matra Codes IU OW SlisslA xe Abuse Sens SM2We) Wiffx Codes lJ� Matrix Codes Matroc Codes : y > 0 O O. COBC 17 Proposed Amt. $10,000 end soros Proposed Amt. Actual Amount $10,000 Actual Amount Dyer Proposed Amt. $447,723 Fund sono+ Proposed Amt. Actual Amount $44,723 Actual Amount Ol PecPleV Acoonpi. TYIe Proposed Units 8 Aannpit Type Lv Proposed Units Actual Units Actual Units 8 Proposed units Acconpi. Type Proposed units Actual Units Actual Units N y r E OI O R CDBG IV Proposed Amt. $9,246 P nd so. Proposed Amt. Actual Amount $9,246� Actual Amount Dyer v Proposed Amt. $425,492 Pud sw MProposed Amt. Actual Amount - Actual Amount 01 People LSJ Proposed Units 7 AwonpL TM+e Ev] Proposed units Actual Units Actual Units 7 I�'} AaoonpL Type LI Proposed units Acoo pi. Type o Proposed units Actual Units Actual Units M y } E Im O O. COBC v Proposed Amt. $10,000 Pud Siuce [I Proposed Amt. Actual Amount $10,000 Actual Amount Oyer Proposed Amt. Fud Souom I� Proposed Amt. Actual Amount Actual Amount 01 people V, Proposed Units7 Aoconpl. Type: Proposed Units AomnpL Type Actual Units Actual Units I_I AcoonpL Type J Proposed Units Actual Units Proposed Units Actual Units a d } x£p cn O O. COBS Proposed Amt. r� Rxd smno i -I Proposed Amt. Actual Amount Actual Amount DOWN Proposed Amt. fund souse; IV Proposed Amt. Actual Amount Actual Amount 01 People CI Proposed Units AaMpL TW- I- Proposed Units Actual Units Actual Units A000mpl, Type C. Proposed Units A ql TW. Proposed Units Actual Units Actual Units Ln y >.Actual 01 O I CDBG E- Proposed Amt. Rxd sane Q Proposed Amt. Actual Amount Actual Amount oyo Eo Proposed Amt. Rd sProposed Amt. Rcone: Amount Actual Amount 01 Purple Fv— Proposed Units Aamnpl. Type Proposed Units Actual Units Actual Units AxmrpL Type; v Proposed Units Acme lTYPe 101Proposed Units Actual Units Actual Units CPMP Ver — Grantee Name: City of Newport Beach Project Name: I Share Our Selves SOS : SOS Free Medical and Dental Clinics Description: IDIS Pro ect #: 2612-07 UOG Code: JEA62454 NEWPORT BEACH Share Our Selves will provide primary/urgent care on a daily walk-in basis, chronic care, and specialty care by appointment to unisured Orange County residents and patients in the County MSI Program. In addition, SOS provides bridge medical care 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 clinics is a commitment to true open access for those lacking a more traditional medical home. Share Our Selves 1550 Superior Avenue Costa Mesa, CA 92627 Date: O Decent Housing ® Suitable Living Environment O Economic Opportunity Outcome Categories 2 1 Availability/Accessibility ❑ Affordability ❑ Sustainability n of Pry C` Y C w Program Year 1 w L M People J u .006 Program Year 2 a E it v A.pL Type u Q Program Year 3 con Proposed Outcome Accessibility for the purpose of Peo, creating suitable living environment 05 Rdhic Swulloes (Gaheral) 57o201(e) Nahhc Codas Platitic Codes L,276 �y CDBG v Proposed Amt. L,276 Actual Amount 4) Other jv Proposed Amt. v Proposed Units 369 Actual Amount Actual Units ` 01 Plegie i w Proposed Units Oh Actual Units 0. Acoocpt Type Proposed Units Fund sun>: Proposed Amt. Actual Units N mgt' sI Proposed Amt. 419 Fund Sm. Actual Amount Proposed Amt. other Proposed Amt. Actual Amount 404 Actual Amount E Proposed Units 404 ` 01 People w Proposed Units OI AoconpL Type: Actual Units O a Amon# Type: Lie,, Proposed Units Actual Units 0 Actual Units l'A CDBG a Proposed Amt. i Actual Amount } other a Proposed Amt. Proposed Amt. Actual Amount in 01 Peghle Q Proposed Units Oh CI Proposed Units Actual Units O a Amonpl Type �y U Proposed Units AmonpL Type: Actual Units a CDBG CI Proposed Amt. Actual Units Actual Amount Fund So. other Proposed Amt. Proposed Amt. Actual Amount Fund Sande l�Y ` 01 Paque CI Proposed Units Oh Actual Amount Actual Units a AMM# Type Proposed Units Proposed Units Actual Units in CDBG Q Proposed Amt. Proposed Units Actual Amount 00) other V Proposed Amt. Y lied soup Actual Amount E A 01 People w Proposed Units ah I Actual Units O a Acoonpt Type: w Proposed Units Actual Units Select one: I I PLd3ficSaryKes ' - , ree medical and detal care to unisured low/mod income persons. Objective Citation: LMC 570.208(a)(2)(i)(B) mpeon the savicas for lowhhnd income pesons Type k110 1I i Program year 5 lComplete 3 A®npl. Type U Proposed Underway Con Plan Period I complete Measure i Actual Outcome SL -1 Availability/Accessibility J Maorbc s ,000 Rid Sante M Proposed Amt. ,000 Actual Amount L,276 Fund Sams Iwi Proposed Amt. L,276 Actual Amount 369 Acmnpt Type: v Proposed Units 369 Actual Units Acconpt Type: © Proposed Units Actual Units 555 Fund sun>: Proposed Amt. 8555 Actual Amount 419 Fund Sm. f�y lJ Proposed Amt. Actual Amount 404 Acmrrpl. Type: Proposed Units 404 Actual Units AoconpL Type: Q Proposed Units Actual Units 0 rtid sounis Lv Proposed Amt. Actual Amount 3 515 FundSande: r CI Proposed Amt. Actual Amount 0 A000npL Type: CI Proposed Units Actual Units AmonpL Type: [I Proposed Units Actual Units Fund So. LI Proposed Amt. Actual Amount Fund Sande l�Y Proposed Amt. Actual Amount AcconpL Type Q Proposed Units Actual Units AoconpL Type f�y t_J Proposed Units Actual Units lied soup —Proposed Amt. Actual Amount Find spree: �-y UI Proposed Amt. Actual Amount Acoarhpl. Type: U,, Proposed Units Actual Units AcconpL Type: � M Proposed Units Actual Units V Grantee Name: City of Newport Beach CPMP Version 2.0 Project Name: Sidewalk Curb and GutterIm rovements Description: IDIS Project #: 2012-10 UOG Code: ICA62454 NEWPORT BEACH This project will provide improvements in the following order: (1) a citywide ADA Transition Plan Update -$45,000; (2) reconstruct curb access ramps citiwide - $50,000; (3) reconstruct deteriorated sidewalks, curbs and gutters - $350,000; (4) widen existing sidewalk at Marine Avenue/Jamboree Road traffic signal to accommodate wheelchairs - $25,000; and (5) repair concrete ADA access pathways on the beach in Balboa Peninsula - $100,000. The work will be performed by a private consultant and contractor. Location: Priority Need Category City of Newport Beach 3300 Newport Blvd. Select one: Wgun s.93adalNmck Newport Beach, CA 92658 Explanation: LMA Increase accessibility to public facilities citiwide for ADA impacted persons. National Objective Citation: LMC 570.208(a)(2)(ii)(A) Expected Completion Date: 6/30/2013 Objective Category O Decent Housing ® Suitable Living Environment O Economic Opportunity Specific Objectives Outcome Categories 1 i7poueµ�/�ro�c�8i�yafRliCrlpOsla�fiv IWa�mtepe�y(�} 0 Availability/Accessibility 2 LSI ❑ Affordability ❑ Sustainability 3 Amann TWs Proposed Proposed Underway Underway y +� _ c aProgram Year 1 Program Year 4 Complete Complete 1lpticFhaVjs Proposed Proposed N ,C u H Underway Underway o 'o E Pro ramYear 2 Program Year 5 Complete complete 11p &Faa%a Proposed 1 7 Proposed �o p u Underway Underway a Complete 1 Icomplete Pro ram Year 3 Con Plan Period Proposed Outcome Performance Measure Actual Outcome Accessibility for the purpose of creating Public FacilitiesSL-1 Availability/Accessibility suitable living environment caLsktvj &-ynx tfci M rixr l s Mtrbcm� I � Minx �y Fund -ch U Proposed Amt. Proposed Actual Amount Am R Actual prdSx= lvl�y Proposed Amt. �I Proposed >" Actual Amount Actual Am m �i 7W- Proposed Units Proposed tm O Actual Actual Units Unit tL �y ��I LTJ Proposed Units Proposed Actual Units Unit Actual N OHi Q Proposed Amt. LJ� Proposed Actual Amount Am Actual Cmi � prd3arM LJ Proposed Amt. Proposed Actual Amount Amc } Actual E 11 p1ic Fhayde'v Proposed Units 7 Proposed Actual Units Actual Unit Of O ri gyp. lUn � Proposed Units - Proposed Actual Units Unit Actual OHi } Proposed Amt. $100,174 Proposed M Actual Actual Amount $96,206 Am y RrdS3u= IL Proposed Amt. Proposed Actual Amount Amc } Actual E 11ptllcFeae Proposed Units 1 Q Proposed Actual Units 1 Unit C Actual li /l�qi Tjpa Proposed Units �} U Proposed Actual Units Unit Actual RMSaM C- Proposed Amt. Proposed Actual Amountf�} Actual Am yProposed prdSim C� Amt. loll Proposed Actual Amount Am } Actual E Proposed Units loll Proposed Actual Units Unit C Actual Proposed Units Proposed Actual Units Unit Actual RrdS3um Proposed Amt. E-1 Proposed Ln Actual Amount Actual Am CD 11rdchns [IProposed Amt. Q Proposed >-Actual Amount lActual Am RAmmli 7Wo Q Proposed Units O Proposed Actual Units Unit Of Actual O Amm*7WE 17-' Proposed Units Proposed IL Actual Actual Units Unit FA `LIaspppl FR�1 O 4 APPENDIX "C" PROOF OF PUBLIC NOTICE ME D Sold To: City of Newport Beach - C000072031 100 Civic Center Dr Newport Beach,CA 92660 Bill To: City of Newport Beach - C000072031 100 Civic Center Dr Newport Beach,CA 92660 CITY OF NEWPORT BEACH NOTICE OF PUBLIC HEARING AND PUBLIC REVIEW PERIOD NOTICE IS HEREBY GIVEN that on Tuesday, September 8, 2075, at 7:00 p.m. or soon thereafter as the matter shall be heard, a public heating will be conducted in the City Counol Chambers at 100 Choc Center Drive, Newport Beach, The City Council of the City of Newport Bead; vcdi consider thefbitoyhng: Draft Consolidated Annual Performance and Evaluation Report (CAPER) 2014-2015- The City has prepared the draft CAPER for the fiscal Year, beginning July 1, 2014, and ending lune 30, 2015, as regsared by the U.S. Department of (rousing and Brbar. Development. The draft CAPER provides a detailed account of hour the City ullited Its Community Development Black Grant (CDBG) funds in Fiscal Year 2014-2015 to pursue the strategies, goals, and Objectives proposed m the 2014-2015 One Year Action Plan to address the housing and community development needs identtliied m the 20142014 Consokdated Plan, The purpose of the Publd Hearing for the CAPER is to allow the public the opportunity TO comment on the CAPERforthe one-year pedodthat ended on lune 30, 2075. The review and approval of the 2OT4-2015 CAPER is not suiject to the Caluomik Environmental Quality Act I-CEQA2 pursuant to Sections 15OW012, (the activity will not result In a direct or reasonably foreseeable Indirect physical change in the envimnmentl and 15tM0(dW ftheacuvity is not a project as defined In Sectann 153781 of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no pacentias far resulting in physical change to the erivirorimena,directly or indirectly. NOTICE IS HEREBY FUTHER GIVEN that the publication of this na3ce commences a minimum 15•daypublic review period. Copiesof the draft CAPER svitl beavailableduriq the public renew and comment period tram August 24, 2015 to September & 2015 in thisfohatvrng locations: Community Development Department — Bay 8 IW Cmc Center Drive Newpott Beach, CA 9266+0 City of Newport Beach — Centra( Library 1000 Avocado Avenue Newport Beach. CA 926M City Website htto:N�tvv..newi�rtbeathta.oOvICQBGae or ACCESSIBILITY TO MEETINGS AND DOCUMENTS It is the objective of the City to comply with, Section 504 of the Reh3bt6fatfon An of 1973. as amended, the Americans with Disabil r esAct (ADA) of 1990 and the AOA Amendment Act of 2008, the Fah iftusing An, and the A.rdiltrccturat Barriers Art in all respects If you require public documents in an accemble format, the City will make reasonable efforts to accom=ii your request. If you require a disabdity-related accommodation to attxmd or participate in a hearing or meeting, in clothing andUary, aids or services, please contact the City Clerk's Office at least 72 hours prior to the meeting at {949) 644-3005. All mWested parties may appear and present testimony at the public heating in regard to this application, if you challenge thus project in court. you may be limited to rasing Only those issues you shied at the pubk bearing or in written correspondence delivered to the City, at, w prior to. the public hearing. ?he appia atian may be cortbnued to a specific tenure meeting date, and if such an action occurs, addiclonal public erotte of the martinuance will not be provided. The immediate Friday pnur to the publicF.eanog the agenda, staff report,. and documents may be reviewed at the City Clerks Office, 100 Chic Center Drive, Newpon Beach, California, 92660 or at the COY at Newport Beach weW* at wv hv:newonnbaacliceAffy. indwiduals not able to attend the meeting may contact the Ptarning Brinson or access the City s rmbsite after the meeting to review the Kill On the application. Ou shorts and written comments regarding the draft CAPER may be submitted during the public review and comment period commencing August 24, 2015, and condnding September 8, 2015, and should be addressed to0int Whited, CDBG Consultm at 100 Cmc Center Drive, Newport Beath, CA 926660. You may also call 49034, 476.6006 evc i 15 with any quesnam concerning the draft CAPER. 2 sf Leilanl L Brown, BtMC, Gly Clerk •;.;>°' City of Newpart Beach Published: Daily Pdat,August 15, 2015 .p 3501304 - Newport Harbor News Press Combined With Daily Pilot Page 2 of 2 PROOF OF PUBLICATION (2015.5 C.C.P.) STATE OF ILLINOIS County of Cook I am a citizen of the United States and a resident of the County aforesaid; I am over the age of eighteen years, and not a party to or interested in the action for which the attached notice was published. I am a principal clerk of the Newport Harbor News Press Combined With Daily Pilot, which was adjudged a newspaper of general circulation on June 19, 1952, Cases A24831 for the City of Newport Beach, County of Orange, and State of California. Attached to this Affidavit is a true and complete copy as was printed and published on the following date(s): Aug 15, 2015 I certify (or declare) under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Dated at Chicago, Illinois on this 11 day of A i j4 , 2015 [signature] 435 N. Michigan Ave. Chicago, IL 60611 3501304 - Newport Harbor News Press Combined With Daily Pilot Page 1 of 2 CITY OF NEWPORT BEACH NOTICE OF PUBLIC HEARING AND PUBLIC REVIEW PERIOD NOTICE IS HEREBY GIVEN that on Tuesday, September 8, 2015, at 7:00 p.m. or soon thereafter as the matter shall be heard, a public hearing will be conducted in the City Council Chambers at 100 Civic Center Drive, Newport Beach. The City Council of the City of Newport Beach will consider the following: Draft Consolidated Annual Performance and Evaluation Report (CAPER) 2014-2015- The City has prepared the draft CAPER for the Fiscal Year, beginning July 1, 2014, and ending June 30, 2015, as required by the U.S. Department of Housing and Urban Development. The draft CAPER provides a detailed account of how the City utilized its Community Development Block Grant (CDBG) funds in Fiscal Year 2014-2015 to pursue the strategies, goals, and objectives proposed in the 2014-2015 One Year Action Plan to address the housing and community development needs identified in the 2010-2014 Consolidated Plan. The purpose of the Public Hearing for the CAPER is to allow the public the opportunity to comment on the CAPER for the one-year period that ended on June 30, 2015. The review and approval of the 2014-2015 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. NOTICE IS HEREBY FUTHER GIVEN that the publication of this notice commences a minimum 15 -day public review period. Copies of the draft CAPER will be available during the public review and comment period from August 24, 2015 to September 8, 2015 in the following locations: Community Development Department — Bay B 100 Civic Center Drive Newport Beach, CA 92660 City of Newport Beach — Central Library 1000 Avocado Avenue Newport Beach, CA 92660 City Website http://www.newportbeachca.gov/CDBGreports 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 72 hours prior to the meeting at (949) 644-3005. All interested parties may appear and present testimony at the public hearing in regard to this application. If you challenge this project in court, you may be limited to raising only those issues you raised at the public hearing or in written correspondence delivered to the City, at, or prior to, the public hearing. The application may be continued to a specific future meeting date, and if such an action occurs, additional public notice of the continuance will not be provided. The immediate Friday prior to the public hearing the agenda, staff report, and documents may be reviewed at the City Clerk's Office, 100 Civic Center Drive, Newport Beach, California, 92660 or at the City of Newport Beach website at www.newportbeachca.gov. Individuals not able to attend the meeting may contact the Planning Division or access the City's website after the meeting to review the action on this application. Questions and written comments regarding the draft CAPER may be submitted during the public review and comment period commencing August 24, 2015, and concluding September 8, 2015, and should be addressed to Clint Whited, CDBG Consultant, at 100 Civic Center Drive, Newport Beach, CA 92660. You may also call (909) 476-6006 ext. 115 with any questions concerning the draft CAPER. u t sF' Leilani I. Brown, MMC, City Clerk City of Newport Beach �G! Fp RN Published: Daily Pilot, August 15, 2015 FA `LIaspppl FR�1 O 4 APPENDIX "D" I SA 1 i TRACT: 063601; Block Group:3 43.65% 1 I� � 1 Residential Area: 53% No. of Units:918 ti u • 00, r I TRACT: 063501 Residential Area: 85% Block Group:6 X49.38% No. of Units:645 I'll R Residential Area: 59% No. of Units:281 r TRACT: 063603 Block Group:4 60% TRACT. 063603 Block Group:1 47.45% Residential Area: 87% No. of Units:468 Residential Area: 71% No. of Units:552 Residential Area: 62% No. of Units:696 -RACT: 063603 Block Grouo:3- TRACT: 063500 Block Group:2 42.27% o� 0 TRACT: 06 Block Grou C Residential Area: 70% No. of%Units}:1114 /Y ! /! , 1 MAP 1 Community Development Block Grant (CDBG) Target Areas Low / Moderate Income (Portion of) Census Block Groups Greater than 42.27 % CDBG_Target _Areas6.5X11 _Map_l.mxd TRACT: 063103 , "', N 4 Block Group:2 Residential Area: 98% 42.35%' No. of Units:70 in the City of Newport Beach (437 units outside jurisdiction) Residential Area: 63% No. of Units -.1440 TRACT: 063010Residential Area: 28% Block Group:2 ��� „ No. 46% of Units -.627 ° rnits •4 � 1 1 I 1 ,.'� TRACT: 063004 Block Group:3 67.94% l Residential Area: 100% No. of Units:1304 TRACT: 063004 Block Group:2 65.23% MAP 2 Community Development Block Grant (CDBG) Target Areas Low / Moderate Income (Portion of) Census Block Groups Greater than 42.27 % CDBG_T.,get_A,e ,8.5X11_M.p_2mxd b • f Residential Area: 87% / •! `��� No. of Units:670 /TRACT: 063101 Block Group:1 • CO I� • 51.16% Residential Area: 47% I No. of Units -.1150 u `kp 1 TRACT: 063007 Block Group:3 61.67% Q u� i 1 MAP 3 Community Development Block Grant (CDBG) Target Areas Low / Moderate Income (Portion of) Census Block Groups Greater than 42.27 % CDBG_T.,ger_A,—,8.5X11_M.p_3mxd -L Residential Area: 85% No. of Units:509 r TRACT: 062800 Block Group:4 49.12% 8L VD Residential Area: 97% No. of Units:918 TRACT: 063006 Block Group:1 44.44% TRACT: 062800 Block Group:3 42.44% Balboa Village Residential Area: 63% No. of Units:1024 MAP 4 Community Development Block Grant (CDBG) Target Areas Low / Moderate Income (Portion of) Census Block Groups Greater than 42.27 % CDBG_Target _Areas6.5X11_Map_4.mxd �%b APPENDIX 44E" 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) 6. SECTION 3 SUMMARY REPORT IDIS Fd Program unType Grantee Name Grant Number U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT PR01 - HUD Grants and Program Income Amount Authorized Suballocated Committed to Net Drawn Amount Amount Activities Amount FY YTD Net Draw Amount Available to Commit Available to Draw DATE: 9/18/2015 TIME: 7:04:34 PM PAGE: 1/1 Recapture Amount CDBG EN NEWPORT BEACH B89MC060546 $423,000.00 $0.00 $423,000.00 $423,000.00 $0.00 $0.00 $0.00 $0.00 B90MC060546 $406,000.00 $0.00 $406,000.00 $406,000.00 $0.00 $0.00 $0.00 $0.00 B91MC060546 $453,000.00 $0.00 $453,000.00 $453,000.00 $0.00 $0.00 $0.00 $0.00 B92MC060546 $469,000.00 $0.00 $469,000.00 $469,000.00 $0.00 $0.00 $0.00 $0.00 B93MC060546 $472,000.00 $0.00 $472,000.00 $472,000.00 $0.00 $0.00 $0.00 $0.00 B94MC060546 $513,000.00 $0.00 $513,000.00 $513,000.00 $0.00 $0.00 $0.00 $0.00 B95MC060546 $534,000.00 $0.00 $534,000.00 $534,000.00 $0.00 $0.00 $0.00 $0.00 B96MC060546 $520,000.00 $0.00 $520,000.00 $520,000.00 $0.00 $0.00 $0.00 $0.00 B97MC060546 $515,000.00 $0.00 $515,000.00 $515,000.00 $0.00 $0.00 $0.00 $0.00 B98MC060546 $492,000.00 $0.00 $492,000.00 $492,000.00 $0.00 $0.00 $0.00 $0.00 B99MC060546 $495,000.00 $0.00 $495,000.00 $495,000.00 $0.00 $0.00 $0.00 $0.00 BOOMC060546 $498,000.00 $0.00 $498,000.00 $498,000.00 $0.00 $0.00 $0.00 $0.00 B01MC060546 $518,000.00 $0.00 $518,000.00 $518,000.00 $0.00 $0.00 $0.00 $0.00 B02MC060546 $490,000.00 $0.00 $490,000.00 $490,000.00 $0.00 $0.00 $0.00 $0.00 B03MC060546 $426,000.00 $0.00 $426,000.00 $426,000.00 $0.00 $0.00 $0.00 $0.00 B04MC060546 $437,000.00 $0.00 $437,000.00 $437,000.00 $0.00 $0.00 $0.00 $0.00 B05MC060546 $412,233.00 $0.00 $412,233.00 $412,233.00 $0.00 $0.00 $0.00 $0.00 B06MC060546 $373,292.00 $0.00 $373,292.00 $373,292.00 $0.00 $0.00 $0.00 $0.00 B07MC060546 $370,332.00 $0.00 $370,332.00 $370,332.00 $0.00 $0.00 $0.00 $0.00 B08MC060546 $355,659.00 $0.00 $355,659.00 $355,659.00 $0.00 $0.00 $0.00 $0.00 B09MC060546 $357,354.00 $0.00 $357,354.00 $357,354.00 $0.00 $0.00 $0.00 $0.00 B10MC060546 $385,189.00 $0.00 $385,189.00 $385,189.00 $0.00 $0.00 $0.00 $0.00 B11MC060546 $323,777.00 $0.00 $323,777.00 $323,777.00 $0.00 $0.00 $0.00 $0.00 B12MC060546 $350,669.00 $0.00 $350,669.00 $350,669.00 $0.00 $0.00 $0.00 $0.00 B13MC060546 $367,271.00 $0.00 $367,271.00 $367,271.00 $55,231.43 $0.00 $0.00 $0.00 B14MC060546 $366,830.00 $0.00 $271,358.21 $271,358.21 $271,358.21 $95,471.79 $95,471.79 $0.00 NEWPORT BEACH Subtotal: $11,323,606.00 $0.00 $11,228,134.21 $11,228,134.21 $326,589.64 $95,471.79 $95,471.79 $0.00 EN Subtotal: $11,323,606.00 $0.00 $11,228,134.21 $11,228,134.21 $326,589.64 $95,471.79 $95,471.79 $0.00 SL NEWPORT BEACH BOOMC060546 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 BOOMC060546-OLD $2,400,000.00 $0.00 $0.00 $0.00 $0.00 $2,400,000.00 $2,400,000.00 $0.00 NEWPORT BEACH Subtotal: $2,400,000.00 $0.00 $0.00 $0.00 $0.00 $2,400,000.00 $2,400,000.00 $0.00 SL Subtotal: $2,400,000.00 $0.00 $0.00 $0.00 $0.00 $2,400,000.00 $2,400,000.00 $0.00 CDBG-R EN NEWPORT BEACH B09MY060546 $96,603.00 $0.00 $96,603.00 $96,603.00 $0.00 $0.00 $0.00 $0.00 NEWPORT BEACH Subtotal: $96,603.00 $0.00 $96,603.00 $96,603.00 $0.00 $0.00 $0.00 $0.00 EN Subtotal: $96,603.00 $0.00 $96,603.00 $96,603.00 $0.00 $0.00 $0.00 $0.00 GRANTEE $11,420,209.00 $0.00 $11,324,737.21 $11,324,737.21 $326,589.64 $2,495,471.79 $2,495,471.79 $0.00 1/1 rvroFtio� * Illilll %qN DEV tC U.S. Department of Housing and Urban Development Office of Community Planning and Development Integrated Disbursement and Information System CDBG Activity Summary Report (GPR) for Program Year 2014 NEWPORT BEACH PGM Year: 1994 Project: 0002 - CONVERTED CDBG ACTIVITIES IDIS Activity: 2 - CDBG COMMITTED FUNDS ADJUSTMENT Status: Open 6/30/2001 12:00:00 AM Location: Initial Funding Date: 01/01/0001 Description: FUNDS DRAWN DOWN THROUGH LOCCS. Financing Fund Type CDBG IEN Total I Total Proposed Accomplishments Actual Accomplishments Number assisted: Objective: Outcome: Matrix Code: Public Facilities and Improvement Date: 03 -Sep -2015 Time: 20:42 Page: 1 National Objective: Grant Year IGrant Funded Amount Drawn In Program Year Drawn Thru Program Year Pre -20151 $3,159,877.80 $0.00 $0.00 1989 B89MC060546 $0.00 $423,000.00 1990 B90MC060546 $0.00 $406,000.00 1991 B91 MC060546 $0.00 $453,000.00 1992 B92MC060546 $0.00 $469,000.00 1993 B93MC060546 $0.00 $472,000.00 1994 B94MC060546 $0.00 $513,000.00 1995 B95MC060546 $0.001 $423,877.80 $3,159,877.80 $0.00 $3,159,877.80 Owner Renter Total Person Total Hispanic Total Hispanic Total Hispanic Total Hispanic White: 0 0 Black/African American: 0 0 Asian: 0 0 American Indian/Alaskan Native: 0 0 Native Hawaiian/Other Pacific Islander: 0 0 American Indian/Alaskan Native & White: 0 0 Asian White: 0 0 Black/African American & White: 0 0 American Indian/Alaskan Native & Black/African American: 0 0 Other multi -racial: 0 0 Asian/Pacific Islander: 0 0 Hispanic: 0 0 Total: 0 0 0 0 0 0 0 0 Female -headed Households: 0 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 No data returned for this view. This might be because the applied filter excludes all data. PGM Year: 2013 Project: 0001 - CDBG Administration IDIS Activity: 225 - CDBG Administration Status: Completed 8/13/2014 12:00:00 AM Location: , Objective: Outcome: Matrix Code: General Program Administration (21A) National Objective: Initial Funding Date: 10/28/2013 Description: This project provides for the overall administration of the CDBG Program, to include: preparation and submission of the Annual Action Plan and the CAPER, IDIS data input, provision of technical assistance, monitoring of all projects, and overall fiscal management. Financing Fund Type Grant Year Grant CPre-2015 CDBG EN 2013 B13MC060546 Total Total 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: Owner Total Hispanic 0 0 Funded Amount Drawn In Program Year Drawn Thru Program Year $60,026.40 $0.00 $0.00 $0.00 $60,026.40 $60,026.40 $0.00 $60,026.40 Renter Total Hispanic 0 0 Total Person Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Female -headed Households: Income Category: Extremely Low Low Mod Moderate Non Low Moderate Total Percent Low/Mod Annual Accomplishments PGM Year: 2013 Owner Renter 0 0 Project: 0002 - Fair Housing Services IDIS Activity: 226 - Fair Housing Services Status: Completed 8/13/2014 12:00:00 AM Location: , Initial Funding Date: 10/28/2013 Description: Total Person 0 0 0 0 0 0 0 No data returned for this view. This might be because the applied filter excludes all data. Objective: Outcome: Matrix Code: Fair Housing Activities (subject to 20% National Objective: This project provides fair housing education, counseling, and enforcement services to current or potential Newport Beach residents, coupled with landlordtenant counseling services. These services impact and benefit target CDBG areas and the City's extremely -low to moderate income population. They help counteract unlawful housing discrimination and assist CDBG target areas in reducing blight. Fair Housing provides the opportunity for landlords and tenants to correct wrongful housing policies or behavior. It is estimated that, in Newport Beach, this program will address 8 allegations of housing discrimination that result in the opening of a case file, and will address approximately 235 Financing Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year CDBG EN Pre -2015 $12,000.00 $0.00 $0.00 2013 B13MC060546 $0.00 $12,000.00 Total Total $12,000.00 $0.00 $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 Income Cateaorv: Owner Renter Total Extremely Low 0 Low Mod 0 Moderate 0 Non Low Moderate 0 Total 0 0 0 Percent Low/Mod Annual Accomplishments Owner Renter Total Hispanic Total Hispanic 0 0 0 0 Person 0 Total Person Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 I7 No data returned for this view. This might be because the applied filter excludes all data. PGM Year: 2013 Project: 0003 - Human Options: Community Resource Center IDIS Activity: 227 - Human Options: Community Resource Center Status: Completed 8/13/2014 12:00:00 AM Location: 5540 Trabuco Rd Irvine, CA 92620-5744 Initial Funding Date: 10/28/2013 Description: Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Battered and Abused Spouses (05G) National Objective: LMC Human Options Center for Children and Families offers a wide variety of counseling and psychoeducational programs to help victims and their family members heal from the effects of domestic violence. The proposed services include crisis intervention, individual adult counseling, family counseling, support groups, personal empowerment program (PEP), children's individual counseling, parenting education groups, information and referrals, community education, intake to Human Options' Emergency Shelter and legal advocacy. Financing Fund Type CDBG EN Total Total Proposed Accomplishments People (General) : 16 Actual Accomplishments Number assisted: Grant Year Grant Pre -2015 2013 B13MC060546 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: Funded Amount $6,436.82 $6,436.82 Drawn In Program Year $0.00 $0.00 $0.00 Drawn Thru Program Year $0.00 $6,436.82 $6,436.82 Owner Renter Total Person Total Hispanic Total Hispanic Total Hispanic Total Hispanic 0 0 0 0 0 0 12 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Hispanic: 0 0 0 0 0 0 0 0 Total: 0 0 0 0 0 0 16 4 Female -headed Households: 0 0 0 Income Category. Annual Accomplishments Years Accomplishment Narrative # Benefitting 2013 1st Qtr. 7 unduplicated persons received one or more of the following services: counseling, emergency shelter, legal advocary or parenting clases. 2nd Qtr. 4 unduplicated persons received one or more of the services being provided. 3rd Qtr. 2 unduplicated persons received one or more of the services being provided. 4th Qtr. 3 unduplicated persons received one or more of the services being provided. Total of unduplicated persons assisted this fiscal year is 16 persons. PGM Year: 2013 Project: 0004 - Families Forward: Transitional Housing Program IDIS Activity: 228 - Families Forward: Transitional Housing Program Status: Completed 8/13/2014 12:00:00 AM 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 Date: 10/28/2013 Description: The Transitional Housing Program requires families to fully commit to making permanent changes in their lives that will result in achieving and maintaining self-sufficiency. The target population is homeless families and children. The program provides case management and supportive services to households residing in Families Forward transitional housing units. Owner Renter Total Person Extremely Low 0 0 0 13 Low Mod 0 0 0 3 Moderate 0 0 0 0 Non Low Moderate 0 0 0 0 Total 0 0 0 16 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2013 1st Qtr. 7 unduplicated persons received one or more of the following services: counseling, emergency shelter, legal advocary or parenting clases. 2nd Qtr. 4 unduplicated persons received one or more of the services being provided. 3rd Qtr. 2 unduplicated persons received one or more of the services being provided. 4th Qtr. 3 unduplicated persons received one or more of the services being provided. Total of unduplicated persons assisted this fiscal year is 16 persons. PGM Year: 2013 Project: 0004 - Families Forward: Transitional Housing Program IDIS Activity: 228 - Families Forward: Transitional Housing Program Status: Completed 8/13/2014 12:00:00 AM 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 Date: 10/28/2013 Description: The Transitional Housing Program requires families to fully commit to making permanent changes in their lives that will result in achieving and maintaining self-sufficiency. The target population is homeless families and children. The program provides case management and supportive services to households residing in Families Forward transitional housing units. Financing -am Year $0.00 $10,000.00 $10,000.00 Fund Type Grant Year Grant Total Person Funded Amount Drawn In Program Year Drawn Thru P Pre -2015 107 Low Mod 0 $10,000.00 0 48 $0.00 0 CDBG EN 0 0 Non Low Moderate 0 0 0 0 Total 2013 B13MC060546 0 0 155 Percent Low/Mod $0.00 100.0% Total Total $10,000.00 $0.00 Proposed Accomplishments People (General) : 150 Actual Accomplishments Owner Renter Total Person Number assisted: Total Hispanic Total Hispanic Total Hispanic Total Hispanic White: 0 0 0 0 0 0 103 46 Black/African American: 0 0 0 0 0 0 21 0 Asian: 0 0 0 0 0 0 8 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 3 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 18 5 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 0 155 51 Female -headed Households: 0 0 0 Income Category: -am Year $0.00 $10,000.00 $10,000.00 Owner Renter Total Person Extremely Low 0 0 0 107 Low Mod 0 0 0 48 Moderate 0 0 0 0 Non Low Moderate 0 0 0 0 Total 0 0 0 155 Percent Low/Mod 100.0% -am Year $0.00 $10,000.00 $10,000.00 Annual Accomplishments Years Accomplishment Narrative # Benefitting 2013 1st Qtr 101 unduplicated persons were assisted which comprise a total of 7 families. All 7 families were able to move into an appartment in the community are stably housed. 2nd Qtr. 28 unduplicated persons were assisted which comprise a total of 2 families and 5 individuals. Only one family left the program due to non- compliance. 3rd Qtr. 5 unduplicated persons were assisted which comprise a total of 1 family. 4th Qtr. 21 unduplicated persons were assisted which comprise a total of 6 families. Total of unduplicated persons assisted this fiscal year is 155 individuals which comprise a total of 17 families and 2 individuals. PGM Year: 2013 Project: 0005 - Age Well Senior Services: Home Delivered Meals IDIS Activity: 229 - Age Well Senior Serv: Home Delivered Meals Status: Completed 8/13/2014 12:00:00 AM Objective: Create suitable living environments Location: 24300 EI Toro Rd Ste 2000 Suite 2000 Laguna Woods, CA Outcome: Availability/accessibility 92637-2777 Matrix Code: Senior Services (05A) National Objective: LMC Initial Funding Date: 10/28/2013 Description: Age Well Senior Services will provide home -delivered meals to homebound senior citizens (62 or older) who are unable to prepare meals for themselves due to age, illness, or disability. Financing Fund Type CDBG EN Total Total Proposed Accomplishments People (General) : 148 Actual Accomplishments Grant Year Grant Pre -2015 2013 B13MC060546 Funded Amount $16,000.00 $16,000.00 Drawn In Program Year $0.00 $0.00 $0.00 Drawn Thru Program Year $0.00 $16,000.00 $16,000.0 Owner Renter Total Person Number assisted: Total Hispanic Total Hispanic Total Hispanic Total Hispanic White: 0 0 0 0 0 0 118 2 Black/African American: 0 0 0 0 0 0 0 0 Asian: 0 0 0 0 0 0 1 0 American Indian/Alaskan Native: 0 0 0 0 0 0 0 0 Native Hawaiian/Other Pacific Islander: 0 0 0 0 0 0 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 0 119 2 Female -headed Households: Income Category: 0 L N Owner Renter Total Person Extremely Low 0 0 0 64 Low Mod 0 0 0 22 Moderate 0 0 0 19 Non Low Moderate 0 0 0 14 Total 0 0 0 119 Percent Low/Mod 88.2% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2013 1st Qtr. 63 unduplicated seniors were provided meals. A total of 7,755 meals were delivered during this quarter. 2nd Qtr. 23 unduplicated seniors were provided meals. A total of 7,200 meals were delivered during this quarter. 3rd Qtr. 20 unduplicated seniors were provided meals. A total of 8,802 meals were delivered during this quarter. 4th Qtr. 13 unduplicated seniors were provided meals. A total of 8,619 meals were delivered during this quarter. A total of 119 unduplicated seniors were provided meals and 32,376 meals were delivered during this fiscal year. PGM Year: 2013 Project: 0006 - SPIN: Guided Assistance -Permanent Placement Housing Program IDIS Activity: 230 - SPIN: GAPP Housing Program Status: Completed 8/13/2014 12:00:00 AM Objective: Create suitable living environments Location: 151 Kalmus Dr H-2 S Costa Mesa, CA 92626-5988 Outcome: Availability/accessibility Matrix Code: Public Services (General) (05) National Objective: LMC Initial Funding Date: 10/28/2013 Description: The Guided Assistance to Permanent Placement Housing Program (LAPP) will provide access to appropriate housing to low-income and homeless families and individuals who are residents of Newport Beach, but who need assistance for various housing issues including move -in assistance, rent to prevent eviction and rapid re-houising. SPIN will assist them with the costs of that housing need (paid to the provider, not the client) which is appropriate for their need, combine it with support services if appropriate and case management. Financing Fund Type CDBG EN Total Total Proposed Accomplishments People (General) : 10 Actual Accomplishments Number assisted: Grant Year Grant Pre -2015 N 2013 B13MC060546 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category Funded Amount $14,090.00 $14,090.00 Drawn In Program Year $0.00 $0.00 $0.00 Drawn Thru Program Year $0.00 $14,090.00 $14,090.00 Owner Renter Total Total Person Total Hispanic Total Hispanic Total Hispanic Total Hispanic 0 0 0 0 0 0 16 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16 5 0 0 0 Owner Renter Total Person Extremely Low 0 0 0 10 Low Mod 0 0 0 6 Moderate 0 0 0 0 Non Low Moderate 0 0 0 0 Total 0 0 0 16 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2013 1st Qtr. 2 unduplicated persons were assisted with the program totaling 1 family assisted. 2nd Qtr. 6 unduplicated persons were assisted consisting of 2 families. 3rd Qtr. 5 unduplicated persons were assisted consisting of 2 families. 4th Qtr. 5 unduplicated persons were assisted consisting of 1 family and 2 individuals. Total of unduplicated persons assisted this fiscal year is 16 consisting of 6 families and 2 individuals. PGM Year: 2013 Project: 0007 - Youth Employment Serv.: Walking In Service for Youth Program IDIS Activity: 231 - YES: Walk In Service Youth Program Status: Completed 8/13/2014 12:00:00 AM Objective: Create suitable living environments Location: 114 E 19th St Costa Mesa, CA 92627-2807 Outcome: Availability/accessibility Matrix Code: Public Services (General) (05) National Objective: LMC Initial Funding Date: 10/28/2013 Description: The YES Walk In Service for Youth Program will provide effective employment related services to youth from low- and moderate -income households. Program services are provided by professional staff who hold bachelor's degrees and have at least five (5) years of experience, as well as from trained volunteers. Services include: A two hour employment skills class where youth learn important basic skills such as how to fill out job applications; A two hour personal finance and money management class; A mock interview experience. Upon completion of these program components, each youth receives up to three (3) job referrals upon each visit to YES. Financing Fund Type CDBG EN Total Total Proposed Accomplishments People (General) : 25 Actual Accomplishments Number assisted: White: Black/African American: Grant Year Grant Pre -2015 2013 B13MC060546 Owner Total Hispanic 0 0 0 0 Funded Amount $5,000.00 $5,000.00 Renter Total Hispanic 0 0 0 0 Drawn In Program Year $0.00 $0.00 $0.00 Total Total Hispanic 0 0 0 0 Total 16 2 Drawn Thru Program Year $0.00 $5,000.00 $5,000.OJ Person Hispanic a 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 1 0 American Indian/Alaskan Native & White: 0 0 0 0 0 0 0 0 Asian White: 0 0 0 0 0 0 1 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 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 21 9 Female -headed Households: 0 0 0 Income Category Annual Accomplishments Years Accomplishment Narrative # Benefitting 2013 1st Qtr. 6 unduplicated youths were assisted which included a total of 49 client contacts. 2nd Qtr. 7 unduplicated youths were assisted which included a total of 31 client contacts. 3rd Qtr. 4 unduplicated youths were assisted which included a total of 25 client contacts. 4th Qtr. 4 unduplicated youths were assisted which included a total of 25 client contacts. Total of unduplicated youths assisted this fiscal year is 21 youths. PGM Year: 2013 Project: 0008 - Section 108 Loan Repayment IDIS Activity: 232 - Section 108 Loan Repayment Status: Completed 8/13/2014 12:00:00 AM Location: , Objective: Outcome: Matrix Code: Planned Repayment of Section 108 National Objective: Owner Renter Total Person Extremely Low 0 0 0 8 Low Mod 0 0 0 8 Moderate 0 0 0 5 Non Low Moderate 0 0 0 0 Total 0 0 0 21 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2013 1st Qtr. 6 unduplicated youths were assisted which included a total of 49 client contacts. 2nd Qtr. 7 unduplicated youths were assisted which included a total of 31 client contacts. 3rd Qtr. 4 unduplicated youths were assisted which included a total of 25 client contacts. 4th Qtr. 4 unduplicated youths were assisted which included a total of 25 client contacts. Total of unduplicated youths assisted this fiscal year is 21 youths. PGM Year: 2013 Project: 0008 - Section 108 Loan Repayment IDIS Activity: 232 - Section 108 Loan Repayment Status: Completed 8/13/2014 12:00:00 AM Location: , Objective: Outcome: Matrix Code: Planned Repayment of Section 108 National Objective: Initial Funding Date: 10/28/2013 Description: Funds will be used to repay the City's Section 108 Loan. The loan was used to partially fund public improvements to the Balboa Target Area totaling $8 million. The scope of work includes the Balboa Village Pedestrian and Streetscape Plan, Street Improvements to Balboa Blvd., Pier Parking Lot, and Pier Plaza and Lot A connecting access to Main Street. Financing Fund Type CDBG EN Total I Total Proposed Accomplishments Actual Accomplishments Number assisted: Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Pre -2015 $204,722.40 $0.00 $0.00 2012 B12MC060546 $0.00 $16,236.05 2013 B13MC060546 $0.00 $188,486.35 $204,722.40 $0.00 $204,722.40 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category: Owner Renter Total Extremely Low 0 Low Mod 0 Owner Renter Total Hispanic Total Hispanic 0 0 0 0 Person Total Person Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Moderate 0 Non Low Moderate 0 Total 0 0 0 0 Percent Low/Mod Annual Accomplishments No data returned for this view. This might be because the applied filter excludes all data. PGM Year: 2014 Project: 0001 - CDBG Administration IDIS Activity: 233 - CDBG Administration Status: Completed 6/30/2015 12:00:00 AM Objective: Location: Outcome: Matrix Code: General Program Administration (21A) National Objective: Initial Funding Date: 11/20/2014 Description: This project provides for the overall administration of the CDBG Program, to include: preparation and submission of the Annual Action Plan and the CAPER, IDIS data input, provision of technical assistance, monitoring of all projects, and overall fiscal management. Funds will also be used to monitor existing affordable housing covenants. Financing Fund Type CDBG EN Total Total Proposed Accomplishments Actual Accomplishments Number assisted: White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander Grant Year Grant Pre -2015 2013 B13MC060546 2014 B14MC060546 Owner Total Hispanic Funded Amount $61,366.00 $61,366.00 Renter Total Hispanic Drawn In Program Year $0.00 $12,084.88 $49,281.12 $61,366.00 Total 0 0 0 0 0 Total Hispanic 0 0 0 0 0 Drawn Thru Program Year -7 $0.00 $12,084.88 $49,281.12 $61,366.00 Person Total Hispanic American Indian/Alaskan Native & White: 0 0 Asian White: 0 0 Black/African American & White: 0 0 American Indian/Alaskan Native & Black/African American: 0 0 Other multi -racial: 0 0 Asian/Pacific Islander: 0 0 Hispanic: 0 0 Total: 0 0 0 0 0 0 Female -headed Households: 0 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 PGM Year: 2014 Project: 0002 - Fair Housing Services IDIS Activity: 234 - Fair Housing Services Status: Completed 6/30/2015 12:00:00 AM Location: , Initial Funding Date: 11/20/2014 Description: 0 0 No data returned for this view. This might be because the applied filter excludes all data. Objective: Outcome: Matrix Code: Fair Housing Activities (subject to 20% National Objective: This project provides fair housing education, counseling, and enforcement services to current or potential Newport Beach residents, coupled with landlordtenant counseling services. These services impact and benefit target CDBG areas and the City's extremely -low to moderate income population. They help counteract unlawful housing discrimination and assist CDBG target areas in reducing blight. Fair Housing provides the opportunity for landlords and tenants to correct wrongful housing policies or behavior. It is estimated that, in Newport Beach, this program will address 8 allegations of housing discrimination that result in the opening of a case file, and will address approximately 192 Financing Fund Type Grant Year Grant CDBG EN Pre -2015 2014 B14MC060546 Total Total Drawn In Program Year Drawn Thru Program Year Proposed Accomplishments Actual Accomplishments $0.00 Number assisted: White: $12,000.00 Black/African American: Asian: $12,000.00 American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: Person American Indian/Alaskan Native & White: Total Asian White: Hispanic Black/African American & White: 0 American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: 0 Hispanic: Total: 0 Female -headed Households: Income Cateaorv: 0 Owner Renter Total Extremely Low 0 Low Mod 0 Moderate 0 Non Low Moderate 0 Total 0 0 0 Percent Low/Mod Annual Accomplishments Owner Total Hispanic 0 0 Person 0 Funded Amount Drawn In Program Year Drawn Thru Program Year $12,000.00 $0.00 $0.00 $12,000.00 $12,000.00 $12,000.00 $12,000.00 $12,000.00 Renter Total Person Total Hispanic Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PGM Year: 2014 Project: 0003 - Human Options: Community Resource Ctr. IDIS Activity: 235 - Human Options: Community Resource Ctr. Status: Completed 6/30/2015 12:00:00 AM Location: 5540 Trabuco Rd Irvine, CA 92620-5744 Initial Funding Date: 11/20/2014 Description: No data returned for this view. This might be because the applied filter excludes all data. Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Battered and Abused Spouses (05G) National Objective: LMC Human Options' Center for Children and Families offers a wide variety of counseling and psychoeducational programs to help victims and their family members heal from the effects of domestic violence. The proposed services include crisis intervention, individual adult counseling, family counseling, support groups, personal empowerment program (PEP), children's individual counseling, parenting education groups, information and referrals, community education, intake to Human Options' Emergency Shelter and legal advocacy. Financing Fund Type CDBG EN Total Total Proposed Accomplishments People (General) : 12 Actual Accomplishments Number assisted: Grant Year Grant Pre -2015 2014 B14MC060546 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: Funded Amount $5,243.54 $5,243.54 Drawn In Program Year $0.00 $5,243.54 $5,243.54 Drawn Thru Program Year $0.00 $5,243.54 $5,243.54 Owner Renter Total Person Total Hispanic Total Hispanic Total Hispanic Total Hispanic 0 0 0 0 0 0 17 9 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 18 9 Female -headed Households: 0 0 0 Income Category: Owner Renter Total Person Extremely Low 0 0 0 4 Low Mod 0 0 0 13 Moderate 0 0 0 1 Non Low Moderate 0 0 0 0 Total 0 0 0 18 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitti 2014 1st Qtr. the agency assisted 8 unduplicated clients and 4 persons were female head of households. 2nd Qtr. the agency assisted 3 unduplicated clients and the 3 persons were female head of households. 3rd Qtr. the agency assisted 6 unduplicated clients. 4th Qtr. the agency assisted 1 unduplicated client and 35 client contacts with prior clients. During the F.Y. 2014-2015 18 unduplicated clients were assisted and total client contacts of 119. The Agency reached its goals. PGM Year: 2014 Project: 0004 - Families Forward: Transitional Housing Program IDIS Activity: 236 - Families Forward: Transitional Housing Program Status: Completed 6/30/2015 12:00:00 AM Objective: Create suitable living environments Location: 8 Thomas Irvine, CA 92618-2763 Outcome: Availability/accessibility Matrix Code: Public Services (General) (05) National Objective: LMC Initial Funding Date: 11/20/2014 Description: The Transitional Housing Program requires families to fully commit to making permanent changes in their lives that will result in achieving and maintaining self-sufficiency. The target population is homeless families and children. The program provides case management and supportive services to households residing in Families Forward transitional housing units. Financing Fund Type Grant Year Grant CDBG EN Pre -2015 2014 B14MC060546 Total Total Total Proposed Accomplishments Hispanic People (General) : 135 0 Actual Accomplishments 0 Number assisted: 0 White: 0 Black/African American: 0 Asian: 0 American Indian/Alaskan Native: 0 Native Hawaiian/Other Pacific Islander: 0 American Indian/Alaskan Native & White: 0 Asian White: 0 Black/African American & White: 0 American Indian/Alaskan Native & Black/African American: Other multi -racial: 0 Asian/Pacific Islander: 2 Hispanic: 0 Total: 0 Female -headed Households: 0 Income Category: 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 0 Annual Accomplishments 0 Years Accomplishment Narrative 0 Owner Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X Person 174 13 3 0 190 100.0% Funded Amount $10,000.00 $10,000.00 Renter Total Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2 Drawn In Program Year Drawn Thru P $0.00 $10,000.00 $10,000.00 -am Year $0.00 $10,000.00 $10,000.00 # Benefitti Total Person Total Hispanic Total Hispanic 0 0 107 39 0 0 48 0 0 0 11 0 0 0 0 0 0 0 0 0 0 0 3 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 21 10 0 0 0 0 0 0 0 0 0 0 190 51 0 -am Year $0.00 $10,000.00 $10,000.00 # Benefitti 2014 1st Qtr. the agency assisted 92 unduplicated persons and 17 persons were female head of households. 2nd Qtr. the agency assisted 38 unduplicated persons and 5 persons were female head of households. 3rd Qtr. the agency assisted 44 unduplicated persons and 5 persons were female head of households. 4th Qtr. the agency assisted 16 unduplicated persons and 2 persons were female head of households. During the F.Y. 2014-2015 190 unduplicated were assisted and a total of 190 client contacts. A total of 29 persons were female head of households. The agency met its goals. PGM Year: 2014 Project: 0005 - Age Well Senior Serv.: Home Delivered Meals IDIS Activity: 237 - Age Well Senior Serv.: Home Delivered Meals Status: Completed 6/30/2015 12:00:00 AM Objective: Create suitable living environments Location: 24300 EI Toro Rd Ste 2000 Suite 2000 Laguna Woods, CA Outcome: Availability/accessibility 92637-2777 Matrix Code: Senior Services (05A) National Objective: LMC Initial Funding Date: 11/20/2014 Description: Age Well Senior Services will provide home -delivered meals to homebound senior citizens (62 or older) who are unable to prepare meals for themselves due to age, illness, or disability. Financing Fund Type �l�l:ie'1�► Total Total Proposed Accomplishments People (General) : 130 Actual Accomplishments Number assisted: Grant Year Grant Pre -2015 2014 B14MC060546 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: Funded Amount $16,000.00 $16,000.00 Drawn In Program Year $0.00 $16,000.00 $16,000.00 Drawn Thru Program Year $0.00 $16,000.00+ $16,000.00 Owner Renter Total Person Total Hispanic Total Hispanic Total Hispanic Total Hispanic 0 0 0 0 0 0 105 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 105 0 Female -headed Households: 0 0 Income Category: Owner Renter Total Person Extremely Low 0 0 0 55 Low Mod 0 0 0 23 Moderate 0 0 0 16 Non Low Moderate 0 0 0 11 Total 0 0 0 105 Percent Low/Mod 89.5% Annual Accomplishments Years Accomplishment Narrative 2014 1st Qtr. the agency assisted 74 unduplicated seniors and 30 seniors were female head of households. 2nd Qtr. the agency assisted 8 unduplicated seniors and 2 seniors were female head of households. 3rd Qtr. the agency assisted 13 unduplicated seniors and 5 seniors were female head of households. 4th Qtr. the agency assisted 10 unduplicated seniors and 43 seniors were female head of households. During the F.Y. 2014-2015 a total of 105 seniors were assisted and a total of 34,317 meals were home -delivered. PGM Year: 2014 Project: 0006 - SPIN: GAPP Housing Program IDIS Activity: 238 - SPIN: GAPP Housing Program Status: Completed 6/30/2015 12:00:00 AM Location: 151 Kalmus Dr H-2 S Costa Mesa, CA 92626-5988 Initial Funding Date: 11/20/2014 Description: 0 Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Public Services (General) (05) # Benefitti National Objective: LMC The Guided Assistance to Permanent Placement Housing Program (LAPP) will provide access to appropriate housing to low-income and homeless families and individuals who are residents of Newport Beach, but who need assistance for various housing issues including move -in assistance, rent to prevent eviction and rapid re-houising. SPIN will assist them with the costs of that housing need (paid to the provider, not the client) which is appropriate for their need, combine it with support services if appropriate and case management Financing -am Year $0.00 $14,000.00 $14,000.00 Fund Type Grant Year Grant Total Person Funded Amount Drawn In Program Year Drawn Thru P Pre -2015 11 Low Mod 0 $14,000.00 0 $0.00 Moderate CDBG EN 0 0 0 Non Low Moderate 0 0 0 2014 B14MC060546 Total 0 0 0 15 $14,000.00 Total Total 100.0% $14,000.00 $14,000.00 Proposed Accomplishments People (General) : 10 Actual Accomplishments Owner Renter Total Person Number assisted: Total Hispanic Total Hispanic Total Hispanic Total Hispanic White: 0 0 0 0 0 0 14 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 1 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 15 2 Female -headed Households: 0 0 0 Income Category: -am Year $0.00 $14,000.00 $14,000.00 Owner Renter Total Person Extremely Low 0 0 0 11 Low Mod 0 0 0 4 Moderate 0 0 0 0 Non Low Moderate 0 0 0 0 Total 0 0 0 15 Percent Low/Mod 100.0% -am Year $0.00 $14,000.00 $14,000.00 Annual Accomplishments Years Accomplishment Narrative # Benefitting 2014 1st Qtr. the program assisted 1 unduplicated person. The person received case management services and budgetary assistance while securing a job. 2nd Qtr. the program assisted 1 unduplicated person. The person received temporary rental assistance due to a medical crisis helping maintaining her permanent housing. 3rd Qtr. the program assisted 2 unduplicated persons. Both persons received temporary rental assistance and case management assistance. 4th Qtr. the program assisted 11 unduplicated persons. The families received temporary rental assistance and case management assistance. During the F.Y. 2014-2015 a total of 15 unduplicated persons were assisted comprising an overall of 10 households. PGM Year: 2014 Project: 0007 - YES: Walk In Service for Youth Program IDIS Activity: 239 - YES: Walk In Service for Youth Program Status: Completed 6/30/2015 12:00:00 AM Objective: Create suitable living environments Location: 114 E 19th St Costa Mesa, CA 92627-2807 Outcome: Availability/accessibility Matrix Code: Public Services (General) (05) National Objective: LMC Initial Funding Date: 11/20/2014 Description: The YES Walk In Service for Youth Program will provide effective employment related services to youth from low- and moderate -income households. Program services are provided by professional staff who hold bachelor's degrees and have at least five (5) years of experience, as well as from trained volunteers. Services include: A two hour employment skills class where youth learn important basic skills such as how to fill out job applications; A two hour personal finance and money management class; A mock interview experience. Financing Fund Type CDBG EN Total Total Proposed Accomplishments People (General) : 25 Actual Accomplishments Grant Year Grant Pre -2015 2014 B14MC060546 Funded Amount $2,665.35 $2,665.35 Drawn In Program Year $0.00 $2,665.35 $2,665.35 Drawn Thru Program Year $0.00 $2,665.35 $2,665.35 Owner Renter Total Person Number assisted: Total Hispanic Total Hispanic Total Hispanic Total Hispanic White: 0 0 0 0 0 0 9 1 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 1 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 10 1 Female -headed Households: Income Cateaorv: 11 C 0 Owner Renter Total Person Extremely Low 0 0 0 6 Low Mod 0 0 0 2 Moderate 0 0 0 2 Non Low Moderate 0 0 0 0 Total 0 0 0 10 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2014 1st Qtr. the agency assisted 4 unduplicated youths and completing a total of 143 client contacts. 2nd Qtr. the agency didn't have any new applicants due to missing documentation, however, the existing youths had a total of 68 client contacts. 3rd Qtr. the agency assisted 1 unduplicated youth and completing a total of 39 client contacts. 4th Qtr. the agency assisted 5 unduplicated youths and completing a total of 75 client contacts. During the F.Y. 2014-2015 a total of 10 unduplicated youths were assisted and a total of 325 client contacts. PGM Year: 2014 Project: 0008 - Friends of OASIS - Monthly Social Gatherings IDIS Activity: 240 - Friends of OASIS - Monthly Social Gatherings Status: Canceled 1/29/2015 12:22:18 PM Objective: Create suitable living environments Location: 801 Narcissus Ave Corona Del Mar, CA 92625-2433 Outcome: Availability/accessibility Matrix Code: Senior Services (05A) National Objective: LMC Initial Funding Date: 11/20/2014 Description: The Friends of OASIS will provide services to senior community and giving them the opportunity to live healthy, active and productive lives by providing socialization, good nutrition and will prevent isolation. Oasis will invite from 50 to 100 senior residents of the Seaview affordable housing located in Corona del Mar to participate in their monthly gatherings. Oasis will pay most of the costs from its general funds. The funds requested will be used to provide transportation to and from the OASIS location for eleven months. Financing Proposed Accomplishments People (General) : 25 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: Income Cateaorv: Extremely Low Low Mod Moderate Non Low Moderate Total Percent Low/Mod No data returned for this view. This might be because the applied filter excludes all data. Owner Renter Total Total Person Total Hispanic Total Hispanic Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Owner Renter Total Person 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Annual Accomplishments PGM Year: 2014 Project: 0009 - Section 108 Loan Repayment IDIS Activity: 241 - Section 108 Loan Repayment Status: Completed 6/30/2015 12:00:00 AM Location: , Initial Funding Date: 11/20/2014 Description: No data returned for this view. This might be because the applied filter excludes all data. Objective: Outcome: Matrix Code: Planned Repayment of Section 108 National Objective: 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, and Pier Plaza and Lot A connecting access to Main Street. Financing Fund Type CDBG EN Total Total Proposed Accomplishments Actual Accomplishments Grant Year Grant Pre -2015 2013 B13MC060546 2014 B14MC060546 Funded Amount $205,314.75 $205,314.75 Drawn In Program Year $0.00 $43,146.55 $162,168.20 $205,314.75 Drawn Thru Program Year Owner Renter Total Person Number assisted: Total Hispanic Total Hispanic Total Hispanic Total Hispanic White: 0 0 Black/African American: 0 0 Asian: 0 0 American Indian/Alaskan Native: 0 0 Native Hawaiian/Other Pacific Islander: 0 0 American Indian/Alaskan Native & White: 0 0 Asian White: 0 0 Black/African American & White: 0 0 American Indian/Alaskan Native & Black/African American: 0 0 $0.00 $43,146.55 $162,168.20 $205,314.75 Other multi -racial: Asian/Pacific Islander Hispanic: Total: Female -headed Households Income Category: Extremely Low Low Mod Moderate Non Low Moderate Total Percent Low/Mod Annual Accomplishments PR03 - NEWPORT BEACH Owner Renter 0 0 0 Total Person 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 No data returned for this view. This might be because the applied filter excludes all data. Total Funded Amount: $3,814,743.06 Total Drawn Thru Program Year: $3,814,743.06 Total Drawn In Program Year: $326,589.64 PR06 - Summary of Consolidated Plan Projects for Report Year Page by: Grantee: NEWPORT BEACH 2014 2 CDBG This project provides for the overall CDBG Administration 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. Funds will also be used to monitor existing affordable housing covenants. Fair Housing This project provides fair housing education, CDBG Services counseling, and enforcement services to current or potential Newport Beach residents, coupled with landlord/tenant counseling services. These services impact and benefit target CDBG areas and the City's extremely -low to moderate income population. They help counteract unlawful housing discrimination and assist CDBG target areas in reducing blight. Fair Housing provides the opportunity for landlords and tenants to correct wrongful housing policies or behavior. It is estimated that, in Newport Beach, this program will address 8 allegations of housing discrimination that result in the opening of a case file, and will address approximately 192 landlord/tenant disputes, totaling 200 households issues or concerns. $61,366.00 $12,000.00 $61,366.00 $12,000.00 $61,366.00 $12,000.00 $0.00 $0.00 $61,366.00 $12,000.00 2014 3 Human Options: Human Options' Center for Children and CDBG Community Families offers a wide variety of counseling and Resource Ctr. psycho educational programs to help victims and their family members heal from the effects of domestic violence. The proposed services include crisis intervention, individual adult counseling, family counseling, support groups, personal empowerment program (PEP), children's individual counseling, parenting education groups, information and referrals, community education, intake to Human Options' Emergency Shelter and legal advocacy. 2014 4 Families Forward: The Transitional Housing Program requires CDBG Transitional families to fully commit to making permanent Housing Program changes in their lives that will result in achieving and maintaining self-sufficiency. The target population is homeless families and children. The program provides case management and supportive services to households residing in Families Forward transitional housing units. 2014 5 Age Well Senior Age Well Senior Services will provide home- CDBG Serv.: Home delivered meals to homebound senior citizens Delivered Meals (62 or older) who are unable to prepare meals for themselves due to age, illness, or disability. $6,500.00 $5,243.54 $5,243.54 $0.00 $5,243.54 $10,000.00 $10,000.00 $10,000.00 $0.00 $10,000.00 $16,000.00 $16,000.00 $16,000.00 $0.00 $16,000.00 The Guided Assistance to Permanent Placement Housing Program (GAPP) will provide access to appropriate housing to low- income and homeless families and individuals who are residents of Newport Beach, but who need assistance for various housing issues including move -in assistance, rent to prevent eviction and rapid re-houising. SPIN will assist them with the costs of that housing need (paid to the provider, not the client) which is appropriate for their need, combine it with support services if appropriate and case management. 2014 7 YES: Walk In The YES Walk In Service for Youth Program will CDBG Service for Youth provide effective employment related services to Program youth from low- and moderate -income households. Program services are provided by professional staff who hold bachelor's degrees and have at least five (5) years of experience, as well as from trained volunteers. Services include: A two hour employment skills class where youth learn important basic skills such as how to fill out job applications; A two hour personal finance and money management class; A mock interview experience. Upon completion of these program components, each youth receives up to three (3) job referrals upon each visit to YES. $5,000.00 $2,665.35 $2,665.35 $0.00 $2,665.35 2014 Friends of OASIS - The Friends of OASIS will provide services to CDBG Monthly Social senior community and giving them the Gatherings opportunity to live healthy, active and productive lives by providing socialization, good nutrition and will prevent isolation. Oasis will invite from 50 to 100 senior residents of the Seaview affordable housing located in Corona del Mar to participate in their monthly gatherings. Oasis will pay most of the costs from its general funds. $3,500.00 The funds requested will be used to provide transportation to and from the OASIS location for eleven months. Section 108 Loan Funds will be used to repay the City's Section CDBG Repayment 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, and Pier Plaza and Lot A $205,315.00 connecting access to Main Street. $205,314.75 $205,314.75 $0.00 $205,314.75 P�MENTpF U.S. Department of Housing and Urban Development DATE: 09-03-15 Office of Community Planning and Development TIME: 19:47 P * Illilll * Integrated Disbursement and Information System PAGE: 1 ao IIIIIIII CDBG Summary of Accomplishments �9 oQ� Program Year: 2014 eqN DEVE\ NEWPORT BEACH Count of CDBG Activities with Disbursements by Activity Group & Matrix Code Activity Group Activity Category Open Count Open Activities Disbursed Completed Count Completed Activities Disbursed Program Year Count Total Activities Disbursed Public Facilities and Improvements Public Facilities and Improvement 1 $0.00 0 $0.00 1 $0.00 (General) (03) Total Public Facilities and 1 $0.00 0 $0.00 1 $0.00 Improvements Public Services Public Services (General) (05) 0 $0.00 6 $26,665.35 6 $26,665.35 Senior Services (05A) 0 $0.00 2 $16,000.00 2 $16,000.00 Battered and Abused Spouses (05G) 0 $0.00 2 $5,243.54 2 $5,243.54 Total Public Services 0 $0.00 10 $47,908.89 10 $47,908.89 General Administration and General Program Administration (21A) 0 $0.00 2 $61,366.00 2 $61,366.00 Planning Fair Housing Activities (subject to 20% 0 $0.00 2 $12,000.00 2 $12,000.00 Admin Cap) (21D) Total General Administration and 0 $0.00 4 $73,366.00 4 $73,366.00 Planning Repayment of Section 108 Loans Planned Repayment of Section 108 0 $0.00 2 $205,314.75 2 $205,314.75 Loan Principal (19F) Total Repayment of Section 108 0 $0.00 2 $205,314.75 2 $205,314.75 Loans Grand Total 1 $0.00 16 $326,589.64 17 $326,589.64 P�MENTpF U.S. Department of Housing and Urban Development DATE: 09-03-15 Office of Community Planning and Development TIME: 19:47 P * Illilll * Integrated Disbursement and Information System PAGE: 2 ao IIIIIIII CDBG Summary of Accomplishments �9 oQ� Program Year: 2014 eqN DEVE\ NEWPORT BEACH CDBG Sum of Actual Accomplishments by Activity Group and Accomplishment Type Activity Group Matrix Code Accomplishment Type Open Count Completed Count Program Year Totals Public Services Public Services (General) (05) Persons 0 407 407 Senior Services (05A) Persons 0 224 224 Battered and Abused Spouses (05G) Persons 0 34 34 Total Public Services Grand Total 0 665 665 0 665 665 U.S. Department of Housing and Urban Development DATE: 09-03-15 P�MENTpF P � Office of Community Planning and Development TIME: 19:47 Illilll Integrated Disbursement and Information System PAGE: 3 * * ao IIIIIIII CDBG Summary of Accomplishments �9 Program Year: 2014 oQ� eqN DEVE\ 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 517 117 0 0 Black/African American 72 0 0 0 Asian 24 0 0 0 Native Hawaiian/Other Pacific Islander 3 0 0 0 American Indian/Alaskan Native & White 6 2 0 0 Asian & White 1 0 0 0 Other multi -racial 42 15 0 0 Total Non Housing 665 134 0 0 Grand Total White 517 117 0 0 Black/African American 72 0 0 0 Asian 24 0 0 0 Native Hawaiian/Other Pacific Islander 3 0 0 0 American Indian/Alaskan Native & White 6 2 0 0 Asian & White 1 0 0 0 Other multi -racial 42 15 0 0 Total Grand Total 665 134 0 0 P�MENTpF U.S. Department of Housing and Urban Development DATE: 09-03-15 Office of Community Planning and Development TIME: 19:47 P * Illilll * Integrated Disbursement and Information System PAGE: 4 ao IIIIIIII CDBG Summary of Accomplishments �9 oQ� Program Year: 2014 eqN DEVE\ NEWPORT BEACH CDBG Beneficiaries by Income Category Income Levels Owner Occupied Renter Occupied Persons Non Housing Extremely Low (<=30%) 0 0 250 Low (>30% and <=50%) 0 0 55 Mod (>50% and <=80%) 0 0 22 Total Low -Mod 0 0 327 Non Low -Mod (>80%) 0 0 11 Total Beneficiaries 0 0 338 QPP�MENTpFyp Office of Community Planning and Development DATE: 09-03-15 U.S. Department of Housing and Urban Development TIME: 19:38 0 * 1111 * Integrated Disbursement and Information System PAGE: 1 v PR26 - CDBG Financial Summary Report 2'0G VIII II 11 Program Year 2014 9egN DEJ NEWPORT BEACH , CA PART I: SUMMARY OF CDBG RESOURCES 01 UNEXPENDED CDBG FUNDS AT END OF PREVIOUS PROGRAM YEAR 55,231.43 02 ENTITLEMENT GRANT 366,830.00 03 SURPLUS URBAN RENEWAL 0.00 04 SECTION 108 GUARANTEED LOAN FUNDS 0.00 05 CURRENT YEAR PROGRAM INCOME 0.00 05a CURRENT YEAR SECTION 108 PROGRAM INCOME (FOR SI TYPE) 0.00 06 RETURNS 0.00 07 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE 0.00 08 TOTAL AVAILABLE (SUM, LINES 01-07) 422,061.43 PART II: SUMMARY OF CDBG EXPENDITURES 09 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 47,908.89 10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT SUBJECT TO LOW/MOD BENEFIT 0.00 11 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 09 + LINE 10) 47,908.89 12 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION 73,366.00 13 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS 205,314.75 14 ADJUSTMENT TO COMPUTE TOTAL EXPENDITURES 0.00 15 TOTAL EXPENDITURES (SUM, LINES 11-14) 326,589.64 16 UNEXPENDED BALANCE (LINE 08 - LINE 15) 95,471.79 PART III: LOWMOD BENEFIT THIS REPORTING PERIOD 17 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS 0.00 18 EXPENDED FOR LOW/MOD MULTI -UNIT HOUSING 0.00 19 DISBURSED FOR OTHER LOW/MOD ACTIVITIES 47,908.89 20 ADJUSTMENT TO COMPUTE TOTAL LOW/MOD CREDIT 0.00 21 TOTAL LOW/MOD CREDIT (SUM, LINES 17-20) 47,908.89 22 PERCENT LOW/MOD CREDIT (LINE 21/LINE 11) 100.00% LOW/MOD BENEFIT FOR MULTI-YEAR CERTIFICATIONS 23 PROGRAM YEARS(PY) COVERED IN CERTIFICATION PY: PY: PY: 24 CUMULATIVE NET EXPENDITURES SUBJECT TO LOW/MOD BENEFIT CALCULATION 0.00 25 CUMULATIVE EXPENDITURES BENEFITING LOW/MOD PERSONS 0.00 26 PERCENT BENEFIT TO LOW/MOD PERSONS (LINE 25/LINE 24) 0.00% PART IV: PUBLIC SERVICE (PS) CAP CALCULATIONS 27 DISBURSED IN IDIS FOR PUBLIC SERVICES 47,908.89 28 PS UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 0.00 29 PS UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 0.00 30 ADJUSTMENT TO COMPUTE TOTAL PS OBLIGATIONS 0.00 31 TOTAL PS OBLIGATIONS (LINE 27 + LINE 28 - LINE 29 + LINE 30) 47,908.89 32 ENTITLEMENT GRANT 366,830.00 33 PRIOR YEAR PROGRAM INCOME 0.00 34 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PS CAP 0.00 35 TOTAL SUBJECT TO PS CAP (SUM, LINES 32-34) 366,830.00 36 PERCENT FUNDS OBLIGATED FOR PS ACTIVITIES (LINE 31/LINE 35) 13.06% PART V: PLANNING AND ADMINISTRATION (PA) CAP 37 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION 73,366.00 38 PA UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 0.00 39 PA UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 0.00 40 ADJUSTMENT TO COMPUTE TOTAL PA OBLIGATIONS 0.00 41 TOTAL PA OBLIGATIONS (LINE 37 + LINE 38 - LINE 39 +LINE 40) 73,366.00 42 ENTITLEMENT GRANT 366,830.00 43 CURRENT YEAR PROGRAM INCOME 0.00 44 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PA CAP 0.00 45 TOTAL SUBJECT TO PA CAP (SUM, LINES 42-44) 366,830.00 46 PERCENT FUNDS OBLIGATED FOR PA ACTIVITIES (LINE 41/LINE 45) 20.00% QPP�MENTpFyp Office of Community Planning and Development DATE: 09-03-15 U.S. Department of Housing and Urban Development TIME: 19:38 0 * 1111 * Integrated Disbursement and Information System PAGE: 2 v PR26 - CDBG Financial Summary Report 2�G VIII II 1, Program Year 2014 9egN DEJ 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 2014 4 236 5773023 Families Forward: Transitional Housing Program 05 LMC $2,543.81 2014 4 236 5791074 Families Forward: Transitional Housing Program 05 LMC $7,456.19 2014 6 238 5773023 SPIN: GAPP Housing Program 05 LMC $1,506.02 2014 6 238 5791074 SPIN: GAPP Housing Program 05 LMC $548.10 2014 6 238 5814104 SPIN: GAPP Housing Program 05 LMC $3,389.68 2014 6 238 5843771 SPIN: GAPP Housing Program 05 LMC $8,556.20 2014 7 239 5773023 YES: Walk In Service for Youth Program 05 LMC $1,823.73 2014 7 239 5791074 YES: Walk In Service for Youth Program 05 LMC $841.62 05 Matrix Code $26,665.35 2014 5 237 5773023 Age Well Senior Serv.: Home Delivered Meals 05A LMC $6,450.15 2014 5 237 5791074 Age Well Senior Serv.: Home Delivered Meals 05A LMC $5,285.43 2014 5 237 5814104 Age Well Senior Serv.: Home Delivered Meals 05A LMC $3,669.25 2014 5 237 5843771 Age Well Senior Serv.: Home Delivered Meals 05A LMC $595.17 05A Matrix Code $16,000.00 2014 3 235 5773023 Human Options: Community Resource Ctr. 05G LMC $1,456.18 2014 3 235 5791074 Human Options: Community Resource Ctr. 05G LMC $928.44 2014 3 235 5814104 Human Options: Community Resource Ctr. 05G LMC $1,380.51 2014 3 235 5843771 Human Options: Community Resource Ctr. 05G LMC $1,478.41 05G Matrix Code $5,243.54 Total $47,908.89 LINE 27 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 27 Plan Year IDIS Project IDIS Activity Voucher Activity Name Matrix National Number Code Objective Drawn Amount 2014 4 236 5773023 Families Forward: Transitional Housing Program 05 LMC $2,543.81 2014 4 236 5791074 Families Forward: Transitional Housing Program 05 LMC $7,456.19 2014 6 238 5773023 SPIN: GAPP Housing Program 05 LMC $1,506.02 2014 6 238 5791074 SPIN: GAPP Housing Program 05 LMC $548.10 2014 6 238 5814104 SPIN: GAPP Housing Program 05 LMC $3,389.68 2014 6 238 5843771 SPIN: GAPP Housing Program 05 LMC $8,556.20 2014 7 239 5773023 YES: Walk In Service for Youth Program 05 LMC $1,823.73 2014 7 239 5791074 YES: Walk In Service for Youth Program 05 LMC $841.62 05 Matrix Code $26,665.35 2014 5 237 5773023 Age Well Senior Serv.: Home Delivered Meals 05A LMC $6,450.15 2014 5 237 5791074 Age Well Senior Serv.: Home Delivered Meals 05A LMC $5,285.43 2014 5 237 5814104 Age Well Senior Serv.: Home Delivered Meals 05A LMC $3,669.25 2014 5 237 5843771 Age Well Senior Serv.: Home Delivered Meals 05A LMC $595.17 05A Matrix Code $16,000.00 2014 3 235 5773023 Human Options: Community Resource Ctr. 05G LMC $1,456.18 2014 3 235 5791074 Human Options: Community Resource Ctr. 05G LMC $928.44 2014 3 235 5814104 Human Options: Community Resource Ctr. 05G LMC $1,380.51 2014 3 235 5843771 Human Options: Community Resource Ctr. 05G LMC $1,478.41 05G Matrix Code $5,243.54 Total $47,908.89 Total $73,366.00 Office of Community Planning and Development DATE: 09-03-15 QPP-\MENTpFyp U.S. Department of Housing and Urban Development TIME: 19:38 ll illi Integrated Disbursement and Information System PAGE: 3 * * 20 llllllll PR26 - CDBG Financial Summary Report G9 Program Year 2014 eqN DEVE\' oQ� NEWPORT BEACH , CA LINE 37 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 37 Plan Year IDIS Project IDIS Activity Voucher Activity Name Matrix National Number Code Objective Drawn Amount 2014 1 233 5765286 CDBG Administration 21A $12,084.88 2014 1 233 5773023 CDBG Administration 21A $5,022.50 2014 1 233 5791074 CDBG Administration 21A $5,766.38 2014 1 233 5814104 CDBG Administration 21A $5,347.50 2014 1 233 5843771 CDBG Administration 21A $33,144.74 21A Matrix Code $61,366.00 2014 2 234 5773023 Fair Housing Services 21D $2,844.75 2014 2 234 5791074 Fair Housing Services 21D $2,945.79 2014 2 234 5814104 Fair Housing Services 21D $3,093.14 2014 2 234 5843771 Fair Housing Services 21D $3,116.32 21D Matrix Code $12,000.00 Total $73,366.00 Section 3 Summary Report Economic Opportunities for Low — and Very Low -Income Persons Section back of page for Public Reporting Burden statement U.S. Department of Housing and Urban Development Office of Fair Housing And Equal Opportunity OMB Approval No: 2529-0043 (exp. 11/30/2010) HUD Field Office: Los Angeles 1. Recipient Name & Address: (street, city, state, zip) City of Newport Beach 330 Newport Blvd. Newport Beach, CA 92663 2. Federal Identification: (grant no.) B -14 -MC -06-0546 3. Total Amount of Award: $366,830.00 4. Contact Person Clint Whited, CDBG Consultant 5. Phone: (Include area code) (909) 476-6006 x115 6. Length of Grant: 12 Months 7. Reporting Period: 07/01/2014 - 06/30/2015 8. Date Report Submitted: 09/22/2015 9. Program Code: (Use separate sheet for each program code) 7 10. Program Name: CDBG - Entitlement Part I: Employment and Training '* Columns B, C and F are manda cry fields. Include New Hires in E &F A Job Category B Number of New Hires C Number of New Hires that are Sec. 3 Residents D % of Aggregate Number of Staff Hours of New Hires that are Sec. 3 Residents E % of Total Staff Hours for Section 3 Employees and Trainees F Number of Section 3 Trainees Professionals 0 0 0 0 0 Technicians 0 0 0 0 0 Office/Clerical 0 0 0 0 0 Construction by Trade (List) Trade 0 0 0 0 0 Trade 0 0 0 0 0 Trade 0 0 0 0 0 Trade 0 0 0 0 0 Trade 0 0 0 0 0 Other (List) 0 0 0 0 0 Total 0 0 0 0 0 * Program Codes 1 = Flexible Subsidy 2 = Section 202/811 3 = Public/Indian Housing A = Development, B = Operation C = Modernization 4 = Homeless Assistance 8 = CDBG State Administered 5 = HOME 9 = Other CD Programs 6 = HOME State Administered 10 = Other Housing Programs 7 = CDBG Entitlement Page 1 of 2 form HUD 60002 (6/2001) Ref 24 CFR 135 Part II: Contracts Awarded 1. Construction Contracts: A. Total dollar amount of all contracts awarded on the project $ 0.00 B. Total dollar amount of contracts awarded to Section 3 businesses $ 0.00 C. Percentage of the total dollar amount that was awarded to Section 3 businesses 0 % D. Total number of Section 3 businesses receiving contracts 0 2. Non -Construction Contracts: A. Total dollar amount all non -construction contracts awarded on the project/activity $ 0 B. Total dollar amount of non -construction contracts awarded to Section 3 businesses $ 0 C. Percentage of the total dollar amount that was awarded to Section 3 businesses 0 % D. Total number of Section 3 businesses receiving non -construction contracts 0 Part III: Summary Indicate the efforts made to direct the employment and other economic opportunities generated by HUD financial assistance for housing and community development programs, to the greatest extent feasible, toward low -and very low-income persons, particularly those who are recipients of government assistance for housing. (Check all that apply.) Attempted to recruit low-income residents through: local advertising media, signs prominently displayed at the project site, contracts with the community organizations and public or private agencies operating within the metropolitan area (or nonmetropolitan county) in which the Section 3 covered program or project is located, or similar methods. Participated in a HUD program or other program which promotes the training or employment of Section 3 residents. Participated in a HUD program or other program which promotes the award of contracts to business concerns which meet the definition of Section 3 business concerns. Coordinated with Youthbuild Programs administered in the metropolitan area in which the Section 3 covered project is located. X Other; describe below. The City did not award any contracts that were Section 3 Covered (project assisted with $200,000 or more) during this fiscal year. Public reporting for this collection of information is estimated to average 2 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. This agency may not collect this information, and you are not required to complete this form, unless it displays a currently valid OMB number. Section 3 of the Housing and Urban Development Act of 1968, as amended, 12 U.S.C. 1701 u, mandates that the Department ensures that employment and other economic opportunities generated by its housing and community development assistance programs are directed toward low- and very -low income persons, particularly those who are recipients of government assistance housing. The regulations are found at 24 CFR Part 135. The information will be used by the Department to monitor program recipients' compliance with Section 3, to assess the results of the Department's efforts to meet the statutory objectives of Section 3, to prepare reports to Congress, and by recipients as self-monitoring tool. The data is entered into a database and will be analyzed and distributed. The collection of information involves recipients receiving Federal financial assistance for housing and community development programs covered by Section 3. The information will be collected annually to assist HUD in meeting its reporting requirements under Section 808(e)(6) of the Fair Housing Act and Section 916 of the HCDA of 1992. An assurance of confidentiality is not applicable to this form. The Privacy Act of 1974 and OMB Circular A-108 are not applicable. The reporting requirements do not contain sensitive questions. Data is cumulative; personal identifying information is not included. Page 2 of 2 form HUD 60002 (1112010) Ref 24 CFR 135 Form HUD -60002, Section 3 Summary Report, Economic Opportunities for Low- and Very Low -Income Persons. Instructions: This form is to be used to report annual accomplishments regarding employment and other economic opportunities provided to low- and very low-income persons under Section 3 of the Housing and Urban Development Act of 1968. The Section 3 regulations apply to any public and Indian housing programs that receive: (1) development assistance pursuant to Section 5 of the U.S. Housing Act of 1937; (2) operating assistance pursuant to Section 9 of the U.S. Housing Act of 1937; or (3) modernization grants pursuant to Section 14 of the U.S. Housing Act of 1937 and to recipients of housing and community development assistance in excess of $200,000 expended for: (1) housing rehabilitation (including reduction and abatement of lead-based paint hazards); (2) housing construction; or (3) other public construction projects; and to contracts and subcontracts in excess of $100,000 awarded in connection with the Section -3 -covered activity. Form HUD -60002 has three parts, which are to be completed for all programs covered by Section 3. Part I relates to employment and training. The recipient has the option to determine numerical employment/training goals either on the basis of the number of hours worked by new hires (columns B, D, E and F). Part II of the form relates to contracting, and Part III summarizes recipients' efforts to comply with Section 3. Recipients or contractors subject to Section 3 requirements must maintain appropriate documentation to establish that HUD financial assistance for housing and community development programs were directed toward low- and very low-income persons.' A recipient of Section 3 covered assistance shall submit one copy of this report to HUD Headquarters, Office of Fair Housing and Equal Opportunity. Where the program providing assistance requires an annual performance report, this Section 3 report is to be submitted at the same time the program performance report is submitted. Where an annual performance report is not required, this Section 3 report is to be submitted by January 10 and, if the project ends before December 31, within 10 days of project completion. Only Prime Recipients are required to report to HUD. The report must include accomplishments of all recipients and their Section 3 covered contractors and subcontractors. HUD Field Office: Enter the Field Office name. 1. Recipient: Enter the name and address of the recipient submitting this report. 2. Federal Identification: Enter the number that appears on the award form (with dashes). The award may be a grant, cooperative agreement or contract. 3. Dollar Amount of Award: Enter the dollar amount, rounded to the nearest dollar, received by the recipient. 4 & 5. Contact Person/Phone: Enter the name and telephone number of the person with knowledge of the award and the recipient's implementation of Section 3. 6. Reporting Period: Indicate the time period (months and year) this report covers. 7. Date Report Submitted: Enter the appropriate date. Submit one (1) copy of this report to the HUD Headquarters Office of Fair Housing and Equal Opportunity, at the same time the performance report is submitted to the program office. The Section 3 report is submitted by January 10. Include only contracts executed during the period specified in item 8. PHAs/IHAs are to report all contracts/subcontracts. The terms "low-income persons" and very low-income persons" have the same meanings given the terms in section 3 (b) (2) of the United States Housing Act of 1937. Low-income persons mean families (including single persons) whose incomes do not exceed 80 percent of the median income for the area, as determined by the Secretary, with adjustments for smaller and larger families, except that Program Code: Enter the appropriate program code as listed at the bottom of the page. Program Name: Enter the name of HUD Program corresponding with the "Program Code' in number 8. Part I: Employment and Training Opportunities Column A: Contains various job categories. Professionals are defined as people who have special knowledge of an occupation (i.e. supervisors, architects, surveyors, planners, and computer programmers). For construction positions, list each trade and provide data in columns B through F for each trade where persons were employed. The category of "Other" includes occupations such as service workers. Column B: (Mandatory Field) Enter the number of new hires for each category of workers identified in Column A in connection with this award. New hire refers to a person who is not on the contractor's or recipient's payroll for employment at the time of selection for the Section 3 covered award or at the time of receipt of Section 3 covered assistance. Column C: (Mandatory Field) Enter the number of Section 3 new hires for each category of workers identified in Column A in connection with this award. Section 3 new hire refers to a Section 3 resident who is not on the contractor's or recipient's payroll for employment at the time of selection for the Section 3 covered award or at the time of receipt of Section 3 covered assistance. Column D: Enter the percentage of all the staff hours of new hires (Section 3 residents) in connection with this award. Column E: Enter the percentage of the total staff hours worked for Section 3 employees and trainees (including new hires) connected with this award. Include staff hours for part-time and full-time positions. Column F: (Mandatory Field) Enter the number of Section 3 residents that were trained in connection with this award. Part II: Contract Opportunities Block 1: Construction Contracts Item A: Enter the total dollar amount of all contracts awarded on the project/program. Item B: Enter the total dollar amount of contracts connected with this project/program that were awarded to Section 3 businesses. Item C: Enter the percentage of the total dollar amount of contracts connected with this project/program awarded to Section 3 businesses. Item D: Enter the number of Section 3 businesses receiving awards. Block 2: Non -Construction Contracts Item A: Enter the total dollar amount of all contracts awarded on the project/program. Item B: Enter the total dollar amount of contracts connected with this project awarded to Section 3 businesses. Item C: Enter the percentage of the total dollar amount of contracts connected with this project/program awarded to Section 3 businesses. Item D: Enter the number of Section 3 businesses receiving awards. PartIII: Summary of Efforts— Self-explanatory The Secretary may establish income ceilings higher or lower than 80 percent of the median for the area on the basis of the Secretary's findings such that variations are necessary because of prevailing levels of construction costs or unusually high- or low-income families. Very low-income persons mean low-income families (including single persons) whose incomes do not exceed 50 percent of the median family income area, as determined by the Secretary with adjustments or smaller and larger families, except that the Secretary may establish income ceilings higher or lower than 50 percent of the median for the area on the basis of the Secretary's findings that such variations are necessary because of unusually high or low family incomes. Page i form HUD 60002 (11/2010) Ref 24 CFR 135 FA `LIaspppl FR�1 O 4 APPENDIX "F" CHECKLIST APPENDIX "F": COMPLIANCE CHECKLIST The City's Consolidated Annual Performance Evaluation Report (CAPER) must comply with several federal regulations. This appendix is designed to aid the City's representative document that the report is in full compliance with the regulations. THE SUBMISSION Was the statutory submission deadline met? Yes ❑ *No ❑ Was the Financial Summary (IDIS Report number C04PR26) provided? Yes ❑ No ❑ - grantee notified, summary received Did the report cover the appropriate program year? Yes ❑ No ❑ - grantee notified, correct report received Does the report identify CPD entitlement funds? Yes ❑ *No ❑ Does the report identify all known Federal/HUD resources available to the grantee (including SNAPS)? Yes ❑ *No ❑ ' Correct information noted and/or requested in PYR letter. NARRATIVES - GENERAL Does the Three/Five Year Goals and Objectives assessment relate back to Strategic Consolidated Plan objectives? Yes ❑ *No ❑ Does the report address High Priority Needs? Yes ❑ *No ❑ Does the Affordable Housinq 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 2014-2015 APPENDIX "F" income ceilings higher or lower than 65 percent of the median because of prevailing level of construction costs or fair market rents, or unusually high or low family incomes. 2. Homeownership: a) housing that is for purchase, with or without rehab., qualifies as affordable housing if it 1) is purchased by a low income first time homebuyer who will make the housing his or her principal residence and 2) has a sale price which does not exceed the mortgage limit for the type of single family housing for the area under HUD's single family insuring authority under the National Housing Act. b) housing that is to be rehabilitated, but is already owned by a household when assistance is provided, qualifies as affordable if the housing 1) is occupied by a low - income household which uses the housing as its principal residence, and 2) has a value, after rehabilitation, that does not exceed the mortgage limit for the type of single family housing for the area as described in 2a) above. Note: these definitions apply for the purposes of enumerating the number of households assisted with housing meeting the 215 affordable housing definition regardless of the Federal funding source used in support of that housing. Was there a comparison of actual accomplishments with proposed goals for the reporting period? Yes ❑ *No ❑ Were there efforts to address worse case needs? Yes ❑ *No ❑ Were there efforts to address the needs of persons with disabilities? Yes ❑ *No ❑ CONTINUUM OF CARE STRATEGY Does the CAPER identify actions taken at all points along the continuum from prevention and outreach through emergency, transitional, and permanent housing? Yes ❑ *No ❑ Other Actions addressed, include: Actions taken to address obstacles to meeting underserved needs; Yes ❑ *No ❑ Fostering and maintaining affordable housing; Yes ❑ *No ❑ Eliminating barriers to affordable housing; Yes ❑ *No ❑ Overcoming gaps in institutional structures and enhancing coordination; Yes ❑ *No ❑ Improving public housing and resident initiatives; Yes F-1 *No❑ NIA El 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 2014-2015 APPENDIX "F" 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❑ NIA ❑ The grantee did not hinder plan implementation by action or willful inaction. Yes ❑ *No ❑ CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2014-2015 APPENDIX "F" 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 (job 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 El No❑ NIA El Did the grantee include a description of the steps being taken or that will be taken to meet this requirement? Yes F-1 **No El NIA El 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 2014-2015 APPENDIX "F" *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❑DEI) **No(A❑B❑C❑D❑) Prior Period Adiustments: were reimbursements made this reporting period for expenditures that have been disallowed? *Yes E] No El NIA El *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❑CD) **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 2014-2015 APPENDIX "F" Yes (A❑ B ❑ C ❑ D ❑) **No (A ❑ B ❑ C ❑ D ❑ ) Does the grantee have CDBG funded Rehabilitation Proqrams 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. WORKSHEETS Eligibility/national objective, primary objective, planning and administration, and public service worksheets are completed and attached. HOME PJ Worksheet Attached: Yes ❑ ESG Worksheet Attached: Yes ❑ HOPWA Worksheet: Yes ❑ CPD Representative /date No - not a HOME PJ No - not a recipient of ESG funds No - not a HOPWA grantee CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2014-2015 APPENDIX "F" 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 2014-2015 APPENDIX "F" 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 UM persons (low mod area, limited clientele, housing, and jobs). 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 2014-2015 APPENDIX "F" 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 G. 2. Figure this year's P&A expenditures: X .20 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. 911 d. Enter total of planning and administrative prior year unliquidated obligations (Part V, line 39 of IDIS Report number C04PR26) $0 e. Subtract line 2.d. from 2.c. $ 3. Compare cap (on line 1.c.) with P&A expenditures (on line 2.e.): a. Cap exceeded? Yes ❑ No ❑ If Yes, amount (line 2.e. minus 1.c.) $ b. Divide line 2.e. byline 1.a. P&A expenditures are less than the cap or equal to it 20 P&A expenditures exceed the cap CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2014-2015 APPENDIX "F" 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 X .15 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 2014-2015 APPENDIX "F"