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HomeMy WebLinkAboutC-8209-2 - CDBG Consolidated Annual Performance and Evaluation Report (CAPER) Program Year 2015-2016City of Newport Beach Program Year 2015-2016 Consolidated Annual Performance and Evaluation Report (CAPER) September 13, 2016 Prepared by: r -I LLDM Table of Contents CR -05 - Goals and Outcomes.......................................................................................................... 1 CR -10 Racial and Ethnic Composition of (person/households/families) Assisted ......................... 6 CR -15 Resources and Investments.................................................................................................. 7 CR -20 Affordable Housing............................................................................................................. 10 CR -25 Homeless and Other Special Needs................................................................................... 14 CR -30 Public Housing.................................................................................................................... 18 CR -35 Other Actions...................................................................................................................... 20 CR -40 Monitoring.......................................................................................................................... 29 CR -45 CDBG................................................................................................................................... 31 Appendices AppendixA — Public Notices........................................................................................................... A Appendix B — Summary of Citizen Participation Comments........................................................... B AppendixC— IDIS Reports.............................................................................................................. C CR -05 - Goals and Outcomes Progress the jurisdiction has made in carrying out its strategic plan and its action plan. 91.520(a) The City of Newport Beach has prepared the 2015-2016 Consolidated Annual Performance and Evaluation Report (CAPER) as required by the U.S. Department of Housing and Urban Development (HUD) which describes the use of federal Community Development Block Grant (CDBG) funds during the first program year of the 2015-2019 Consolidated Plan period, covering July 1, 2015 to June 30, 2016. The City receives CDBG funds from HUD on a formula basis each year, and in turn, implements projects and also awards grants to nonprofit, for-profit or public organizations for projects in furtherance of the adopted Consolidated Plan. The CDBG program generally provides for a range of eligible activities for the benefit of low- and moderate -income Newport Beach residents. For the 2015-2016 program year, the City received $361,557 of CDBG funds from HUD, which were combined in the Action Plan with $88,380 of unexpended CDBG funds from prior years for a total investment of $449,937. This investment of CDBG funds was a catalyst for positive change in the community. Together with other federal, state and local investments, HUD resources allowed the City and its partners to: • Provide fair housing services to 145 residents • Provide homelessness prevention and assistance services to 243 residents • Provide special needs services such as community domestic violence to 11 residents • Provide public services such as home delivered meals to 109 senior residents • Provide funds for Commercial Fagade Improvements • Provide funds for Section 108 Loan Repayment Table 1 provides a summary of the five-year and one-year accomplishments for the period ending June 30, 2016, arranged by each of the Strategic Plan Goals included in the 2015-2019 Strategic Plan of the Consolidated Plan. City of Newport Beach 2015-2016 CAPER 1 OMB Control No: 2506-0117 (exp. 07/31/2015) Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g) Table 1- Accomplishments — Program Year & Strategic Plan to Date City of Newport Beach OMB Control No: 2506-0117 (exp. 07/31/2015) 2015-2016 CAPER 5 -Year Strategic Plan 2015-2016 Program Year No. 1 2015-2016 Unit of Percent Percent Goal Category Indicator Amount Measure Expected Actual Expected Actual Complete Complete Commercial Non -Housing Facade CDBG: Facade Community treatment/business Business 9 0 0.00% 6 0 0.00% $125,320 Improvements Development building rehabilitation Fair Housing Affordable CDBG: Other Other 1,175 145 12.00% 235 145 62.00% Services Housing $12,000 Homelessness CDBG: Homelessness Persons Prevention Homeless 800 243 30.00% 165 243 147.00% $15,000 Prevention Assisted Services Public Facility or Infrastructure Activities Persons other than 8,595 0 0.00% 1 1 0.00% Public Facilities Non -Housing CDBG: Low/Moderate Income Assisted and Section 108 Community $207,306 Housing Benefit Debt Service Development Other Other 5 1 20.00% 1 1 100.00% Public service activities Non -Housing CDBG: other than Persons Public Services Community 700 109 15.57% 112 109 97.32% $25,000 Low/Moderate Income Assisted Development Housing Benefit City of Newport Beach OMB Control No: 2506-0117 (exp. 07/31/2015) 2015-2016 CAPER City of Newport Beach OMB Control No: 2506-0117 (exp. 07/31/2015) 2015-2016 CAPER 5 -Year Strategic Plan 2015-2016 Program Year No. 1 2015-2016 Unit of Percent Percent Goal Category Indicator Amount Measure Expected Actual Expected Actual Complete Complete Public service activities Special Needs Non -Homeless CDBG: other than Persons 50 11 22.00% 10 11 110.00% Services Special Needs $5,000 Low/Moderate Income Assisted Housing Benefit Planning Planning and CDBG: Other Other N/A N/A N/A N/A N/A N/A Administration $60,311 City of Newport Beach OMB Control No: 2506-0117 (exp. 07/31/2015) 2015-2016 CAPER Assess how the jurisdiction's use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified. During the program year, the City and local nonprofit organizations made progress on several 2015-2016 activities. All CDBG funded activities addressed specific high priority objectives identified in the 2015-2019 Consolidated Plan. The majority of CDBG funds were allocated to the Commercial Fagade Improvement activity and Section 108 Loan Repayment activity. The City successfully utilized its CDBG funds allocated for public services meeting or exceeding the majority of the annual goals established for the program year. Such public services included fair housing services, homelessness prevention services, special needs services and other public services benefitting low- and moderate -income residents. Public service activities were carried out by nonprofit organizations with oversight from Planning Division of the Community Development Department. All the activities funded are listed in Figure 1, including the amount of CDBG funds allocated to the activity and the amount spent as of June 30, 2016. Figure 2 provides the numeric accomplishment goal and the accomplishments as of June 30, 2016. Figure 1— Use of CDBG Funds 2015-2016 City of Newport Beach 2015-2016 CAPER 4 OMB Control No: 2506-0117 (exp. 07/31/2015) Spent Strategic Plan Goal / Activity Source Allocation through Percent 6/30/16 Spent 1. Fair Housing Services Fair Housing Services CDBG $12,000.00 $12,000.00 100.00% 2. Public Services Age Well Senior Services: Home Delivered Meals CDBG $25,000.00 $25,000.00 100.00% 3. Special Needs Services Human Options: Community Domestic Violence Services CDBG $5,000.00 $4,813.56 96.27% 4. Homelessness Prevention Services Families Forward Housing Program CDBG $15,000.00 $15,000.00 100.00% 5. Commercial Fa4ade Improvements Commercial Facade Improvements CDBG $125,320.00 $0.00 0.00% 6. Public Facilities and Section 108 Debt Service Section 108 Loan Repayment CDBG $207,306.00 $185,855.72 89.65% 7. Planning and Administration CDBG Administration CDBG $60,311.00 $55,161.78 91.46% Total for all Goals: $449,937.00 $297,831.06 66.19% City of Newport Beach 2015-2016 CAPER 4 OMB Control No: 2506-0117 (exp. 07/31/2015) The City did not utilize the Commercial Fagade Improvements CDBG funds during the program year because the City's local funds were utilized first. The funds allocated to Commercial Fagade Improvements will either be used during the next program year or reallocated in an Action Plan amendment. The Section 108 Loan Repayment funds were not fully utilized because the amortized loan payment amount was reduced as a result of HUD and the City refinancing the Section 108 Loan subsequent to approval of the Action Plan on May 8, 2015. The Section 108 Loan was refinanced because HUD's public offering provided an opportunity to obtain a reduced interest rate. The new loan amortization payment amounts will be reflected in subsequent program year Action Plans. Figure 2 — Program Year Accomplishments by Strategic Plan Goal 2015-2016 Strategic Plan Goal / Activity Unit of Measure Expected Actual 1. Fair Housing Services Fair Housing Services People 235 145 2. Public Services Age Well Senior Services: Home Delivered Meals People 112 109 3. Special Needs Services Human Options: Community Domestic Violence People 10 11 4. Homelessness Prevention Services Families Forward Housing Program People 165 243 S. Commercial Facade Improvements Commercial Fagade Improvements Businesses 6 0 6. Public Facilities and Section 108 Debt Service Section 108 Loan Repayment Other 1 1 7. Planning and Administration CDBG Administration N/A N/A N/A City of Newport Beach 2015-2016 CAPER 5 OMB Control No: 2506-0117 (exp. 07/31/2015) CR -10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted). 91.520(a) Table 2 — Assistance to Racial and Ethnic Population by Source of Funds *Note: The data in this table is supplied by HUD's database. The figures in this table represent the sum of the reported number of people, families, households or housing units reported during the fiscal year, without regard to the number of people in each family, household or housing unit. Narrative Table 2 provides an aggregate of race and ethnicity data for the combined number of people, families, households or housing units served during the program year based on accomplishment data from all CDBG activities reported in HUD's Integrated Disbursement and Information System (IDIS). City of Newport Beach 2015-2016 CAPER 6 OMB Control No: 2506-0117 (exp. 07/31/2015) CDBG White 250 Black or African American 56 Asian 11 American Indian or American Native 0 Native Hawaiian or Other Pacific Islander 0 Total 317 Hispanic 72 Non -Hispanic 245 *Note: The data in this table is supplied by HUD's database. The figures in this table represent the sum of the reported number of people, families, households or housing units reported during the fiscal year, without regard to the number of people in each family, household or housing unit. Narrative Table 2 provides an aggregate of race and ethnicity data for the combined number of people, families, households or housing units served during the program year based on accomplishment data from all CDBG activities reported in HUD's Integrated Disbursement and Information System (IDIS). City of Newport Beach 2015-2016 CAPER 6 OMB Control No: 2506-0117 (exp. 07/31/2015) CR -15 - Resources and Investments 91.520(a) Identify the resources made available Table 3 — Resources Made Available Narrative The CDBG resources include $361,557 of CDBG formula grant funds and $88,380 of unexpended CDBG funds from prior years for a total CDBG investment of $449,937. The grand total was allocated to projects in the 2015-2016 Action Plan. The City did not utilize the Commercial Fagade Improvements CDBG funds during the program year because the City's local funds were utilized first. The funds allocated to Commercial Fagade Improvements will either be used during the next program year or reallocated in an Action Plan amendment. The Section 108 Loan Repayment funds were not fully utilized because the amortized loan payment amount was reduced as a result of HUD and the City refinancing the Section 108 Loan subsequent to approval of the Action Plan on May 8, 2015. The Section 108 Loan was refinanced because HUD's public offering provided an opportunity to obtain a reduced interest rate. The new loan amortization payment amounts will be reflected in subsequent program year Action Plans. Identify the geographic distribution and location of investments Table 4 — Identify the geographic distribution and location of investments Target Area Resources Made Actual Percentage of Narrative Description Amount Expended Source of Funds Available Citywide 100% 100% During Program Year 2015-2016 CDBG $449,937 $297,831 Narrative The CDBG resources include $361,557 of CDBG formula grant funds and $88,380 of unexpended CDBG funds from prior years for a total CDBG investment of $449,937. The grand total was allocated to projects in the 2015-2016 Action Plan. The City did not utilize the Commercial Fagade Improvements CDBG funds during the program year because the City's local funds were utilized first. The funds allocated to Commercial Fagade Improvements will either be used during the next program year or reallocated in an Action Plan amendment. The Section 108 Loan Repayment funds were not fully utilized because the amortized loan payment amount was reduced as a result of HUD and the City refinancing the Section 108 Loan subsequent to approval of the Action Plan on May 8, 2015. The Section 108 Loan was refinanced because HUD's public offering provided an opportunity to obtain a reduced interest rate. The new loan amortization payment amounts will be reflected in subsequent program year Action Plans. Identify the geographic distribution and location of investments Table 4 — Identify the geographic distribution and location of investments Target Area Planned Percentage of Actual Percentage of Narrative Description A Allocation Allocation Citywide 100% 100% Citywide Area Narrative During the 2015-2016 fiscal year, the City expended CDBG funds in a manner consistent with meeting the National Objectives of the program. 100 percent of the CDBG funds expended were for activities that benefit low to moderate income persons. The percentage includes Administration and Planning activities. City of Newport Beach 2015-2016 CAPER 7 OMB Control No: 2506-0117 (exp. 07/31/2015) The City's investments in Fair Housing Services, Public Services, Special Needs Services and Homelessness Prevention Services projects are based on a citywide geography because individuals in need of these services may live anywhere within the jurisdiction—particularly services for special needs populations such as victims of domestic violence. The only exception to this approach was for CDBG projects that were qualified on a low- and moderate -income area basis where a specific proportion of the residents within the service area must be low- and moderate -income residents, such as the 2015-2016 Commercial Facade Improvements project. Leveraging Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan. The City used CDBG funds to leverage appropriate state, local and private resources from each nonprofit organization providing public services. In addition, the City will continue to leverage other sources including but not limited to those listed below and as outlined in the Consolidated Plan. State Resources • State Low -Income Housing Tax Credit Program • Building Equity and Growth in Neighborhoods Program (BEGIN) • CalHome Program • Multifamily Housing Program (MHP) • Housing Related Parks Grant • CaIHFA Single and Multi -Family Program • Mental Health Service Act (MHSA) Funding Local Resources • Orange County Housing & Finance Agency (OCHFA) Funding • Southern California Home Financing Authority (SCHFA) Funding • Orange County Continuum of Care Program • Orange County Housing Authority (OCHA) Programs Private Resources • Federal Home Loan Bank Affordable Housing Program (AHP) • Community Reinvestment Act Programs • United Way Funding • Private Contributions City of Newport Beach 2015-2016 CAPER 8 OMB Control No: 2506-0117 (exp. 07/31/2015) During the 2015-2016 program year, the City's nonprofit public service organizations used CDBG funds in conjunction with over $4 million of other federal, state and local funds to implement their programs throughout Orange County. Matching Requirements The CDBG program does not require matching funds. Publicly Owned Land or Property The City owns one property in Balboa Village known as the Balboa Theater. The property was acquired in the 1990s with CDBG funds as part of an economic revitalization strategy in place at that time. The City is in the process of selling this property. In consultation with the HUD Los Angeles Field Office, the City is authorized to use the proceeds of the sale of the Balboa Theater to address the needs of the Consolidated Plan. The Consolidated Plan will be amended to reflect this resource upon completion of the property sale in the fall of 2016. City of Newport Beach 2015-2016 CAPER 9 OMB Control No: 2506-0117 (exp. 07/31/2015) CR -20 - Affordable Housing 91.520(b) Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderate -income, and middle-income persons served. Table 5- Number of Households Supported Table 6 - Number of Households Supported One -Year Goal Actual Number of homeless households to be provided 0 0 affordable housing units Number of non -homeless households to be provided 0 0 affordable housing units Number of special -needs households to be provided 0 0 affordable housing units Total 0 0 Table 6 - Number of Households Supported City of Newport Beach 2015-2016 CAPER 10 OMB Control No: 2506-0117 (exp. 07/31/2015) One -Year Goal Actual Number of households supported through rental 0 0 assistance Number of households supported through the 0 0 production of new units Number of households supported through the rehab of 0 0 existing units Number of households supported through the 0 0 acquisition of existing units Total 0 0 City of Newport Beach 2015-2016 CAPER 10 OMB Control No: 2506-0117 (exp. 07/31/2015) Discuss the difference between goals and outcomes and problems encountered in meeting these goals. Two high priority affordable housing needs were identified in the 2015-2019 Consolidated Plan. The City of Newport Beach will continue to use non-CDBG funding sources such as the local Affordable Housing Fund to address the following goals: Expand the Supply of Affordable Housing Based on evaluation of 2007-2011 ACS and CHAS data, there is a high need for additional rental housing units affordable for households earning less than 50 percent of AMI. Of the households earning 0-80 percent of AMI, 7,790 are cost burdened households — meaning households paying more than 30 percent of their income for housing. Additionally, 5,805 of the cost burdened households are considered severely cost burdened households — meaning that they pay more than 50 percent of their income for housing. Of the 5,805 severely cost burdened households, 3,580 are renters, representing the City's worst case housing need. Of those severely cost burdened renter households, 2,945 households earn less than 50 percent of AMI and are considered the most at risk of becoming homeless. The City will continue to use its Affordable Housing Fund and other available options under the State Density Bonus law to create additional affordable housing. Preserve the Supply of Affordable Housing As the City's housing stock ages, a growing percentage of housing units may need rehabilitation to allow them to remain safe and habitable. The situation is of particular concern for low- and moderate -income homeowners who are generally not in a financial position to properly maintain their homes. The age and condition of Newport Beach's housing stock is an important indicator of potential rehabilitation needs. Preservation of the physical and functional integrity of existing housing units occupied by low- and moderate -income households is a cost-effective way to invest limited resources to retain existing housing units that are already affordable to low- and moderate -income households in the community. In addition, at the point of adoption of the 2015-2016 Action Plan, the City addressed affordable housing needs through fair housing services to ensure equal access to housing opportunities to low- and moderate -income people and by providing support to homelessness prevention and special -needs services through the following activities: • Fair Housing Foundation – Fair Housing Services assisted 145 people This agency addressed the priority need of ensuring equal access to housing opportunities. • Families Forward – Housing Program assisted 243 people This agency addressed the priority need of preventing and eliminating homelessness • Human Options - Community Domestic Violence program assisted 11 people This agency addressed the priority need of public services for residents with special needs. City of Newport Beach 2015-2016 CAPER 11 OMB Control No: 2506-0117 (exp. 07/31/2015) Discuss how these outcomes will impact future annual action plans. The outcomes of this priority need will not impact future annual action plans since the City will use other source of funds for affordable housing programs as indicated in the Consolidated Plan. Include the number of extremely low-income, low-income, and moderate -income persons served by each activity where information on income by family size is required to determine the eligibility of the activity. Table 7 — Number of Persons Served Number of Persons Served CDBG Actual Extremely Low-income 0 Low-income 0 Moderate -income 0 Total 0 Narrative Information The Strategic Plan identified two high priority needs to expand the supply of affordable housing and preserve the supply of affordable housing. The Consolidated Plan indicated that CDBG funds will not be used for affordable housing. The City will continue to use other funding sources and methods to create affordable housing opportunities such as the Affordable Housing Fund and the State Density Bonus law. In addition, as outlined in the adopted 2015- 2019 Consolidated Plan, the City will continue to provide CDBG funds to support fair housing services, homelessness prevention programs and special needs services. During the program year, the City worked to expand the supply of affordable housing by granting a Density Bonus that will result in 455 total units at Uptown Newport, of which 92 units will be affordable to very low income households. This project is expected to receive building permits in September 2016 and affordable units may be available as soon as 2018. As a result of the City's former Inclusionary Housing Ordinance, the City collected approximately $4.2 million in the Affordable Housing Fund. The fees were paid by developers of residential housing in -lieu of providing affordable units. The purpose of the Affordable Housing Fund is to construct, rehabilitate or subsidize affordable housing or assist other governmental entities, private organizations or individuals to provide or preserve affordable housing. On April City of Newport Beach 2015-2016 CAPER 12 OMB Control No: 2506-0117 (exp. 07/31/2015) 29, 2015, the City published a Request for Proposals for the use of the Affordable Housing Fund toward affordable housing development or programming. The City received three proposals discussed below that ultimately were recommended for funding from an evaluation panel and the City's Affordable Housing Task Force. • Newport Shores Project: An agreement with Community Development Partners granting $1,975,000 to assist with the acquisition, rehabilitation and conversion of an existing 12 - unit apartment building located at 6001 Coast Boulevard for affordable housing. This project is currently in the process of securing additional financing. • Senior Home Repair Program: The City granted up to $600,000 to Habitat for Humanity Orange County for the purpose of establishing a critical home repair program for lower- income seniors. This program is active and is now accepting applications. One homeowner request has been approved and is in the process of receiving assistance. • Seaview Lutheran Plaza Rehabilitation: The City Council approved an agreement granting $800,000 to Seaview Lutheran Plaza to rehabilitate 100 apartment bathrooms to include ADA toilets, removal of tubs, installation of new showers with safety grab bars, new flooring and paint. City of Newport Beach 2015-2016 CAPER 13 OMB Control No: 2506-0117 (exp. 07/31/2015) CR -25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction's progress in meeting its specific objectives for reducing and ending homelessness through: Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs The City of Newport Beach supports the efforts of Orange County Continuum of Care (CoC) and its member organizations that address homelessness throughout Orange County. According to the Ten -Year Plan to End Homelessness in Orange County adopted in 2012 (Ten - Year Plan), the CoC is in the process of implementing several regional strategies that will enhance local coordination to more effectively assist people in need. To more rapidly identify and assess people experiencing homelessness, the CoC is working to create regional homeless access centers that will offer fully coordinated systems of outreach and will facilitate universal assessment, intake, referral and transportation to resources. The CoC is also developing resources of information (such as 2-1-1) to better serve individuals who are homeless or at risk of becoming homeless. In addition, the CoC is working to implement a database using real time information from intake and assessment that is housed in the Homeless Management Information System (HIMS). Collectively these strategies will help minimize duplication of effort and better connect the most vulnerable individuals and families, chronically homeless, and people at risk of becoming homeless to appropriate resources. To reach out to unsheltered homeless persons and assess their individual needs for the purpose of connecting them with available emergency shelter and transitional housing resources, the City of Newport Beach, through its Planning Division provided information and referrals — primarily to 2-1-1 Orange County. Additionally, to reduce and end homelessness, the City of Newport Beach provided CDBG funds for the following public service activities: • Families Forward – Housing Program assisted 243 people This agency helped addressing the priority need of preventing and eliminating homelessness. • Human Options - Community Domestic Violence program assisted 11 people This agency helped addressing the priority need of public services for residents with special needs. Addressing the emergency shelter and transitional housing needs of homeless persons The ultimate solution to ending homelessness is transitional to permanent housing closely aligned with supportive services that ensure housing stability can be maintained. However, because the demand for affordable housing far outpaces the region's supply, the CoC continues City of Newport Beach 2015-2016 CAPER 14 OMB Control No: 2506-0117 (exp. 07/31/2015) to rely on its emergency and transitional housing system in order to address the immediate needs of Orange County's homeless population. In 2013, the CoC and County identified $4.5 million in local funds to support the development of year-round emergency shelters and multi -service centers in Orange County. Over the next five years the CoC and the County will continue to search for an appropriate location for this new shelter. For transitional housing, the Ten -Year Plan recognizes a need to maintain a level of transitional housing for the target populations that benefit most from a staged approach to housing, such as mentally ill and chronically homeless individuals. While the CoC continues to support transitional housing in special circumstances, the CoC is currently examining ways to shorten stays in emergency shelters and transitional housing so that resources may be used for rapid re- housing or placement in permanent supportive housing. Other organizations in the CoC also address the emergency shelter and transitional housing needs of homeless persons which include Orange Coast Interfaith Shelter, Orange County Rescue Mission and WISEPlace. Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs An individual or family is considered to be at -risk of becoming homeless if it experiences extreme difficulty maintaining their housing and has no reasonable alternatives for obtaining subsequent housing. Homelessness often results from a complex set of circumstances that require people to choose between food, shelter and other basic needs. Examples of common circumstances that can cause homelessness include eviction, loss of income, insufficient income, disability, increase in the cost of housing, discharge from an institution, irreparable damage or deterioration to housing, and fleeing from family violence. Orange County's current CoC system encourages services aimed at reducing incidences of homelessness for those receiving public assistance and individuals likely to become homeless after being discharged from publicly funded institutions and systems of care, including: • Emergency Rental and Utility Assistance: Short-term financial assistance to prevent eviction and utility shut-off. • Credit Counseling: Financial counseling and advocacy to assist households to repair credit history. • Legal/Mediation Services: Tenant -landlord legal/mediation services to prevent eviction. City of Newport Beach 2015-2016 CAPER 15 OMB Control No: 2506-0117 (exp. 07/31/2015) • Food Banks and Pantries: Direct provision of food, toiletries and other necessities. • Transportation Assistance: Direct provision of bus vouchers and other forms of transportation assistance. • Clothing Assistance: Direct provision of clothing for needy families and individuals. • Prescription/Medical/Dental Services: Direct provision of prescription, medical and dental services • Workforce Development: Direct provision of job training services designed to develop and enhance employment skills, as well as to help clients secure and retain living wage jobs. • Information & Referral Services: Direct provision of 24-hour/7-days-a-week call center services to provide health and human service information to at -risk populations. • Recuperative care for homeless individuals who become ill or injured. In addition, the City provided CDBG funds to nonprofit organizations to meet the goals of the Consolidated Plan. The following is a detailed description of services provided by each organization per activity and according to the Action Plan: Families Forward — Housing Programs The Families Forward Housing Program transitions homeless families from crisis to stability and self-sufficiency. Services include housing, counseling, food, career coaching, life -skills, education and acquisition of permanent housing. Individualized self-sufficiency plans are developed with case managers, and progress is monitored on a regular basis at monthly case management meetings. Depending on financial capacity, families will pay 0-30% of their income in rent. Transitional housing ranges from 1-24 months. Case managers conduct pre and post program surveys to document this data. Additionally, services provided through this program are mentioned through ClientTrack, HMIS-compliant client data system, at regular intervals. Families Forward assisted 243 people. Human Options - Community Domestic Violence Human Options offers a wide variety of services to help victims heal and find a way forward from the effects of domestic violence. The Human Options Family Healing Center is an on-site short-term transitional housing program with five self-contained apartments for abused women and their children who have successfully completed the 30-45 day emergency shelter program and are eligible to participate in the Family Healing Center program for up to three months. Human Options assisted 11 people. Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again City of Newport Beach 2015-2016 CAPER 16 OMB Control No: 2506-0117 (exp. 07/31/2015) In support of CoC efforts, the 2015-2019 Strategic Plan provided for the use of CDBG funds to support activities implemented by local nonprofit organizations that provide services to help prevent and eliminate homelessness, including families at risk of homelessness. To address the needs of homeless families, families with children, veterans and their families, the City provided funds to support the Families Forward Housing Program, which provides transitional housing, counseling and case management to families at risk of homelessness. When paired with financial counseling, career coaching and other available case management services, Families Forward makes certain that families are ready to succeed in their transition to permanent housing. City of Newport Beach 2015-2016 CAPER 17 OMB Control No: 2506-0117 (exp. 07/31/2015) CR -30 - Public Housing 91.22O(h); 91.32O(j) Actions taken to address the needs of public housing The Newport Beach Housing Authority does not administer Section 8 and does not own HUD Public Housing. Newport Beach is within the service area of the Orange County Housing Authority (OCHA) for the purposes of Section 8 and Public Housing. The data presented below is for Newport Beach and the narrative responses address the needs for the entire county, with specific references to the City of Newport Beach. Actions planned during the next year to address the needs to public housing During the current five-year planning period, OCHA's goals are: • Apply for additional housing assistance funding and programs that may become available. • Explore the use of Project -Based Housing Choice Vouchers or other housing funds to promote the construction or acquisition activities that will result in additional units or developments that will serve special needs populations. • Ensure consistent quality of assisted housing services by maintaining high performer status in Section Eight Management Assessment Program (SEMAP) scores. • Promote Family Self -Sufficiency incentives and homeownership opportunities for Housing Choice Voucher participants in partnership with local programs and related service providers. • Expand assisted housing choices by conducting outreach efforts to increase the number of property owners and their participation in housing assistance programs. • Identify and utilize technology to enhance operational effectiveness and efficiency in delivery of housing assistance services Actions taken to encourage public housing residents to become more involved in management and participate in homeownership OCHA supports resident councils and actively seeks input from PHA residents on the management and implementation of OCHA policies and procedures. Housing prices in Orange County are so high that homeownership opportunities are limited for OCHA residents. On a limited basis, OCHA has partnered with Habitat for Humanity to provide two affordable homeownership units, but these types of efforts are limited. OCHA also manages a Housing Choice Voucher Homeownership Program that it markets to all OCHA program tenants. City of Newport Beach 2015-2016 CAPER OMB Control No: 2506-0117 (exp. 07/31/2015) M Actions taken to provide assistance to troubled PHAs Not applicable. OCHA is designated as a High Performing PHA. City of Newport Beach 2015-2016 CAPER 19 OMB Control No: 2506-0117 (exp. 07/31/2015) CR -35 - Other Actions 91.220(j) -(k); 91.320(i) -(j) Actions taken to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment. 91.220 (j); 91.320 (i) Based on the Consolidated Plan Needs Assessment Survey, the 2013-2021 Housing Element and market analysis, the primary barriers to affordable housing in Newport Beach are housing affordability and the lack of monetary resources necessary to develop and sustain affordable housing. The City evaluated significant public policies affecting affordable housing development such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges and growth limitations. Based on this evaluation, the City determined that it has taken all appropriate and necessary steps to ameliorate the negative effects of public policies that may have been a barrier to affordable housing. Moreover, to address housing affordability and the lack of monetary resources for affordable housing, the City will continue to invest Affordable Housing Fund resources to incentivize the development of affordable housing during the five-year period of the Consolidated Plan. In addition, the City will continue to work with the County and refer low- and moderate income residents for participation in their Housing Rehabilitation Program. Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) The primary obstacles to meeting the underserved needs of low- and moderate -income people include lack of funding from federal, state and other local sources, and the high cost of housing that is not affordable to low-income people. To address these obstacles, the City invested CDBG funds through the 2015-2016 Action Plan in projects that provide assistance to those with special needs, projects that prevent homelessness, and strengthen economic opportunities for low- and moderate -income residents. Additionally, the City allocated 100 percent of its non -administrative CDBG investments for program year 2015-2016 to projects and activities that benefit low- and moderate -income people or people presumed under HUD regulations to be low- and moderate - income. The following are the activities funded this program year: Fair Housing Foundation — Fair Housing Services The Fair Housing Foundation provided fair housing and landlord/tenant mediation to ensure universal access to fair housing to low and moderate income residents. This agency assisted 145 people. City of Newport Beach 2015-2016 CAPER 20 OMB Control No: 2506-0117 (exp. 07/31/2015) Age Well Senior Services Home -Delivered Meal Program Provided home delivered meals to seniors and disabled persons to reduce the possibility of institutionalization. This agency assisted 109 seniors. Families Forward — Housing Programs Provided assistance to transit homeless families and at risk to become homeless families from crisis to stability and self-sufficiency. Services include housing, counseling, food, career coaching, life -skills, education and acquisition of permanent housing. This agency assisted 243 people. Human Options — Community Domestic Violence 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 if needed. This agency assisted 11 people. Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) The City of Newport Beach does not currently implement a Residential Rehabilitation Program, however if they are to implement such a program in the future, the City will disseminate brochures provided by the U.S. Environmental Protection Agency to all applicants as part of the transmittal of the program application. Any unit receiving assistance through the program that was built prior to January 1, 1978 will be tested for lead-based paint. If lead-based paint is present, appropriate abatement procedures are implemented as part of the rehabilitation contract consistent with the requirements of 24 CFR Part 35. Actions taken to reduce the number of poverty -level families. 91.220(k); 91.320(j) The implementation of CDBG activities meeting the goals established in the 2015-2019 Consolidated Plan -Strategic Plan and this Annual Action Plan helped to reduce the number of poverty -level families by: • Supporting activities that expand the supply of housing that is affordable to low- and moderate -income households, including investment of the City's Housing Trust Fund resources and using the State Density Bonus law to incentivize the development of additional affordable housing units; • Supporting a continuum of housing and public service programs to prevent and eliminate homelessness; • Supporting housing preservation programs that ensure low income households have a safe, decent and appropriate place to live; • Supporting public services through various nonprofits funded by CDBG that serve the City of Newport Beach 2015-2016 CAPER 21 OMB Control No: 2506-0117 (exp. 07/31/2015) community's youth, seniors, families and those with special needs; and • Promoting economic opportunity for all residents working for employers doing business with the City of Newport Beach through the Commercial Fagade Improvement Program. In addition to these local efforts, mainstream state and federal resources also contribute to reducing the number of individuals and families in poverty. Federal programs such as the Earned Income Tax Credit and Head Start provide a pathway out of poverty for families who are ready to pursue employment and educational opportunities. Additionally, in California, the primary programs that assist families in poverty are CalWORKs, CalFresh (formerly food stamps) and Medi -Cal. Together, these programs provide individuals and families with employment assistance, subsidy for food, medical care, childcare and cash payments to meet basic needs such as housing, nutrition and transportation. Other services are available to assist persons suffering from substance abuse, domestic violence and mental illness. Actions taken to develop institutional structure. 91.220(k); 91.320(j) The institutional delivery system in Newport Beach is high -functioning and collaborative — particularly the relationship between local government and the nonprofit sector comprised of a network of capable community-based organizations that are delivering a full range of services to residents. Affordable housing development and preservation activities will be carried out by the Planning Division of the Community Development Department in partnership with other agencies. Public service activities will be carried out by nonprofit organizations to achieve the Strategic Plan goals. The Planning Division and the Public Works Department will work together with contractors to implement public facility improvement projects in subsequent program years implementing the 2015-2019 Consolidated Plan Strategic Plan. One of the key ways the City is developing and expanding institutional structure to meet underserved needs is by funding a wide variety of services targeted to seniors, special needs populations and individuals or families at risk of homelessness with CDBG public service grants. Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j) To enhance coordination between public and private housing and social service agencies, the City invested CDBG funds in will continue consulting with and inviting the participation of a wide variety of agencies and organizations involved in the delivery of housing and supportive services to low- and moderate -income residents in Newport Beach. In the implementation of the 2015-2016 Action Plan, the City invested CDBG resources to public service agencies to assist low- and moderate- income residents in Newport Beach such as Fair Housing Foundation, Human Options, Families Forward, and Age Well Senior Services. City of Newport Beach 2015-2016 CAPER 22 OMB Control No: 2506-0117 (exp. 07/31/2015) Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) In Orange County, 16 entitlement cities have elected to prepare a regional Analysis of Impediments to Fair Housing Choice to affirmatively further fair housing choice for all their residents. The City of Newport Beach is one of the 16 Entitlement Cities included in the Orange County Regional Al. This analysis of impediments was built upon the previous analysis, summarized conclusions and presented a list of recommendations to help address the impediments. A. REGIONAL PRIVATE SECTOR IMPEDIMENTS Impediment A-1: Housing Discrimination Housing discrimination continues to exist throughout Orange County, as evidenced by the number of complaints and fair housing cases opened by the Fair Housing Foundation and Fair Housing Council of Orange County. An average of 85 cases were opened in the participating cities over the past three years, with the leading bias based on disability (physical and mental), followed by familial status, national origin and race. Actions for All Jurisdictions: • In partnership with each city's fair housing provider, conduct multi -faceted fair housing outreach to tenants, landlords, property owners, realtors, and property management companies. Methods of outreach should include workshops, informational booths at community events, presentations to civic leaders and community groups, staff trainings, and distribution of multi-lingual fair housing literature. • Conduct focused outreach and education to small property owners/landlords on fair housing, and race, reasonable accommodation and familial status issues in particular. Conduct property manager trainings on a regular basis, targeting managers of smaller properties, and promote fair housing certificate training offered through the fair housing providers. • Provide general counseling and referrals to address tenant -landlord issues through each city's fair housing contractor, and provide periodic tenant -landlord walk-in clinics at City Halls and other community locations. • Include testing/audits within the scope of work for each city's fair housing provider. Support enforcement activity and publicize outcomes of fair housing litigation as a means to deter discriminatory practices and to encourage reporting. Impediment A-2: Racial and Ethnic Segregation Residential segregation refers to the degree in which groups live separately from one another. City of Newport Beach 2015-2016 CAPER 23 OMB Control No: 2506-0117 (exp. 07/31/2015) Within the County there are areas of racial/ethnic concentrations, such as in Santa Ana where over three-quarters of the population is Hispanic and ten percent Asian. Approximately ten percent of households in the County are considered to be limited English-speaking households. Actions for All Jurisdictions: • Coordinate with fair housing providers to focus fair housing services, education/outreach, and/or additional testing in identified areas of racial/ethnic concentrations. • Offer a variety of housing opportunities to enhance mobility among residents of all races and ethnicities. Facilitate the provision of affordable housing throughout the community through: 1) available financial assistance; 2) flexible development standards; 3) density bonuses; and 4) other zoning tools. • Promote equal access to information on the availability of affordable housing by providing information in multiple languages, and through methods that have proven successful in outreaching to the community, particularly those hard -to -reach groups. • Affirmatively market first-time homebuyer and/or housing rehabilitation programs to low and moderate income areas, and areas of racial/ethnic concentration. • Work collaboratively with local housing authorities to ensure affirmative fair marketing plans and de -concentration policies are implemented. Impediment A-3: Denial of Reasonable Modifications/Reasonable Accommodations Denial of reasonable modification or reasonable accommodation is a continuing impediment to fair housing choice, and represents over one-half of alleged discriminatory acts in the 16 participating jurisdictions. Actions for All Jurisdictions: • Through each city's fair housing contractor, continue to provide fair housing education and information to apartment managers and homeowner associations on why denial of reasonable modifications/accommodations is unlawful. • Provide information on the unlawful practice of denying reasonable modifications/accommodations at fair housing seminars conducted by the Apartment Association of Orange County. Impediment A-4: Discriminatory Advertising Regionally, there were incidents of discriminatory advertising that have the potential to discourage a certain type of renter or buyer from pursuing a housing opportunity. Ads City of Newport Beach 2015-2016 CAPER 24 OMB Control No: 2506-0117 (exp. 07/31/2015) indicating a preference for a certain type of tenant or buyer, such as "no pets", "no children", or "Ideal for single adult" have the effect of housing discrimination. Actions for All Jurisdictions: • Through each city's fair housing contractor, periodically monitor local newspapers and online media outlets to identify potentially discriminatory housing advertisements. When identified, make contact with the individual or firm and provide fair housing education. • Take steps to encourage both the Los Angeles Times and Orange County Register to publish a Fair Housing Notice and a "no pets" disclaimer that indicates rental housing owners must provide reasonable accommodations, including "service animals" and "companion animals" for disabled persons. Impediment A-5: Hate Crimes Hate crimes committed at a residence are an impediment to fair housing choice because they impact the lives of an average of 35 households per year in the 16 participating Orange County cities. Of the total 169 hate crime incidents reported between 2010 and 2014, 57 incidents were related to race, 38 to religion, 37 to sexual orientation, 33 to ethnicity, 2 to disability and 2 to gender identity. Nearly 60 percent of these incidents occurred within the following four jurisdictions: Huntington Beach (36 incidents), Santa Ana (31 incidents), Newport Beach (18 incidents), and Garden Grove (15 incidents). Actions for All Jurisdictions: • Continue to monitor FBI data to determine if any hate crimes are housing related and if there are actions that may be taken by the City or its fair housing service provider to address potential discrimination linked to the bias motivations of hate crimes. • Continue to coordinate with various City and County housing, building and safety, health and sanitation, law enforcement and legal aid offices to maintain a comprehensive referral list of support services for victims of hate crimes or other violent crimes — inclusive of housing resources. Impediment A-6: Unfair Lending Disparities in the home purchase loan denial rates experienced by Hispanic and Black/African American applicants within the 16 Orange County cities creates an impediment to fair housing choice as they have loans denied at rates 1.5 to 1.6 times greater than White applicants. In addition, Hispanic residents, which comprise 34 percent of Orange County's population, account for just 10 percent of applications for home purchase loans. Examples of the disparity between Hispanic residents and Hispanic applicants for home purchase loans include: Anaheim has a 53 percent Hispanic population, with 20 percent of purchase loan applicants comprised of Hispanics; La Habra has a 60 percent Hispanic population, with 23 percent City of Newport Beach 2015-2016 CAPER 25 OMB Control No: 2506-0117 (exp. 07/31/2015) Hispanic mortgage loan applicants; and Santa Ana has a 79 percent Hispanic population, with just 30 percent of home purchase loan applications made by Hispanics. In addition, the proportion of Hispanics to the total pool of mortgage loan applicants in the 16 Orange County cities has decreased in each of the past five years, from 16 percent in 2008 to 10 percent in 2013. Actions for All Jurisdictions: • As resources permit, monitor HMDA data annually using the 2013 HMDA analysis as a benchmark. • As resources permit, monitor the top 10 lenders in Orange County to compare and contrast loan denial rates and percentage of loans completed to minority populations. • Both of the Orange County fair housing service contractors should assist in identifying potential issues regarding redlining, predatory lending and other illegal lending activities. In addition, each city should review their agreements annually to make sure that increased and comprehensive services are being provided, and that education and outreach efforts are expanded and affirmatively marketed in low and moderate income and racial concentrated areas. • Each city should explore ways to collaborate with local lenders and support lenders' efforts to work with community groups to help minority households purchase their homes. Collaborative efforts should ensure that minority groups have access and knowledge of City programs, supportive services, and provide for networking opportunities with these groups. • Coordinate with local lenders to expand outreach efforts to first time homebuyers in minority neighborhoods. • Affirmatively market first-time homebuyer and/or housing rehabilitation programs in neighborhoods with high denial rates, high minority population concentrations and limited English speaking proficiency to help increase loan approval rates. B. PUBLIC SECTOR IMPEDIMENTS Impediment B-1: Housing Element Compliance According to HCD, of the 16 participating jurisdictions, 15 Housing Elements were in compliance, and San Clemente had submitted a draft Housing Element for the current 2014- 2021 period in early 2016. City of Newport Beach 2015-2016 CAPER 26 OMB Control No: 2506-0117 (exp. 07/31/2015) Actions for Specific Jurisdictions: • San Clemente should pursue State certification of its Housing Element. Impediment B-2: Housing for Persons with Disabilities Disability is the greatest cited basis for discrimination, comprising over half of the fair housing cases opened by the Orange County Fair Housing Council and Fair Housing Foundation in the 16 cities over the past three years. With the exception of the City of San Clemente, all participating jurisdictions have adopted formal policies and procedures in the Municipal Code to reasonably accommodate the housing needs of disabled residents. However, three cities charge a fee (Anaheim, Tustin and La Habra), and one city requires a public hearing (Newport Beach). Imposing a fee or a requirement for a public hearing could serve as an impediment to persons with disabilities seeking reasonable accommodation. Actions for Specific Jurisdictions: • The City of San Clemente should adopt formal Reasonable Accommodations policy and procedure in 2016. • The cities of Anaheim, Tustin and La Habra should consider eliminating the processing fee for reasonable accommodation requests. • The City of Newport Beach should consider amending its Reasonable Accommodation procedures to eliminate the requirement for a public hearing, and to approve administratively. Impediment B-3: Zoning Regulations The analysis of the land use controls and zoning codes identified the following potential issues: - Second Units: The City of Newport Beach does not currently provide for second units in its Zoning Code for single-family zoned properties, but does allow for "granny units" (accessory, age -restricted units) subject to Zoning Administrator approval of a Minor Use Permit. The City's age restrictions, combined with the requirement for non - ministerial approval, may serve to impede housing choice. - Single -Room Occupancy Housing: The majority of the 16 participating cities either contain specific provisions for SROs in their Zoning Ordinances, or have clarified in their Housing Elements how SROs are provided for under other zoning classifications. The cities of Buena Park, Orange and Santa Ana, however, do not currently specify zoning for SROs, or otherwise clarify how such uses would be provided for, though Buena Park has indicated SROs could currently be accommodated through a development agreement. Buena Park and Orange both include programs in their 2014-2021 Housing Elements to amend the Zoning Code to specifically address the provision of SRO units. Lack of clarity on provision for SROs can serve to limit housing choice to extremely low income City of Newport Beach 2015-2016 CAPER 27 OMB Control No: 2506-0117 (exp. 07/31/2015) households, including persons with disabilities and veterans. - Transitional/Supportive Housing: In all participating jurisdictions, with the exception of the cities of Fountain Valley and Orange, transitional and supportive housing is permitted in the manner prescribed by State law, regulated as a residential use and subject to the same permitting and standards as similar residential uses of the same type in the same zone. The City of Orange Zoning Code currently only addresses transitional and supportive housing structured in the form of group housing, and the City of Fountain Valley Zoning Code contains a definition of supportive housing but doesn't specify how such uses are to be regulated. Actions for Specific Jurisdictions: • The City of Newport Beach should consider pursuing a Zoning Code amendment to eliminate the current age restriction on second units and establish a ministerial review process. • The cities of Buena Park, Orange and Santa Ana should amend their Zoning Codes to specify provisions for SRO units. • The cities of Fountain Valley and Orange should amend their Zoning Codes to regulate transitional and supportive housing as a residential use, subject to the same standards as other residential uses of the same type in the same zone. Impediment B-4: Density Bonus Incentives All 16 jurisdictions have adopted local density bonus ordinances which implement state density bonus law, providing density and other development incentives and concessions for the provision of affordable housing. However, with the recent addition of anti -displacement provisions under AB 2222, and modified parking standards for transit -accessible projects under AB 744, jurisdictions should update their density bonus ordinances to reflect these new State requirements. Actions for All Jurisdictions: • All 16 jurisdictions should amend the Zoning Code to reflect current State density bonus law. City of Newport Beach 2015-2016 CAPER 28 OMB Control No: 2506-0117 (exp. 07/31/2015) CR -40 - Monitoring 91.220 and 91.230 Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long-term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements To ensure that CDBG funds are used efficiently and in compliance with applicable regulations, the City provides technical assistance to all subrecipients at the beginning of each program year and monitors subrecipients throughout the program year. Technical Assistance To enhance compliance with federal program regulations, the City made technical assistance available to prospective applicants for CDBG Notice of Funding Availability (NOFA) upon request to review the Strategic Plan goals, program requirements and available resources with potential applicants. Subsequent to the approval of the Annual Action Plan, a mandatory subrecipient workshop was held at City Hall to review program regulations in detail, to provide useful forms and resources for documenting compliance and to review the City's compliance procedures and requirements. Additionally, individualized technical assistance was provided on an as -needed basis throughout a program year. Activity Monitoring All activities are monitored, beginning with a detailed review upon receipt of an application to determine eligibility, conformance with a National Objective and conformance with a Plan goal. This review also examines the proposed use of funds, eligibility of the service area, eligibility of the intended beneficiaries and likelihood of compliance with other federal requirements such as the National Environmental Policy Act, the System for Award Management (SAM) debarment list, prevailing wage, Minority and Women Business Enterprise, Section 3 and federal acquisition and relocation regulations, as applicable. Subrecipients are required to submit an audit and other documentation to establish their capacity, and any findings noted in the audit are reviewed with the applicant. Eligible applications are then considered for funding. Once funded, desk monitoring includes ongoing review of required quarterly performance reports. For CDBG public service activities, an on-site monitoring is conducted once every two (2) years, or more frequently as needed to ensure compliance. These reviews include both a fiscal and programmatic review of the subrecipient's activities. The reviews determine if the subrecipient is complying with the program regulations and City contract. Areas routinely reviewed include overall administration, financial systems, appropriateness of program expenditures, program delivery, client eligibility determination and documentation, reporting systems, and achievement toward achieving contractual goals. Following the monitoring visit, a written report is provided delineating the results of the review and any findings of non-compliance and the required corrective action. Subrecipients normally have 30 days to provide the City with corrective actions taken to address any noted findings. Individualized technical assistance is City of Newport Beach 2015-2016 CAPER 29 OMB Control No: 2506-0117 (exp. 07/31/2015) provided, as noted above, as soon as compliance concerns are identified. For CDBG capital projects, monitoring also includes compliance with regulatory agreement requirements. This program year two of the public service providers were selected to be monitored on-site based on prior year assessment which include Families Forward and Human Options. Both agencies were in compliance and were cleared on March 21, 2016. The other two agencies, Fair Housing Foundation and Age Well Senior Services, will have on-site monitorings the following program year. Desk monitoring for all subrecipients was conducted throughout the program year. No findings were identified during 2015-2016 subrecipient monitoring. Citizen Participation Plan 91.105(d); 91.115(d) Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports. In accordance with the City's adopted Citizen Participation Plan, a public notice was published in the Daily Pilot on August 26, 2016 notifying the public of the availability of the Consolidated Annual Performance and Evaluation Report for a 15 -day public review and comment period. A copy of the public notices is included in Appendix A. The draft CAPER was available on the City website and at the following locations: Community Development Department 100 Civic Center Drive Newport Beach, CA, 926660 (949) 644-3200 Central Library 1000 Avocado Ave Newport Beach, CA 92660 (949) 717-3800 City Website http://www.newportbeachca.gov/CDBGreports A public hearing was conducted before the City Council on Tuesday, September 13, 2016 to solicit comments from residents and interested parties. A summary of any written or oral comments received during the public hearing is included in Appendix B. City of Newport Beach 2015-2016 CAPER 30 OMB Control No: 2506-0117 (exp. 07/31/2015) CR -45 - CDBG 91.520(c) Specify the nature of, and reasons for, any changes in the jurisdiction's program objectives and indications of how the jurisdiction would change its programs as a result of its experiences. CDBG funds are making a significant impact on strategies to address the high priority needs identified in the 2015-2019 Consolidated Plan Strategic Plan. As shown in Figure 1 in section CR - 05 of this document, CDBG funds contributed to all six Strategic Plan goals as indicated below: Fair Housing Services — Fair Housing Foundation - $12,000 The Fair Housing Services project provided fair housing assistance to 145 people, the estimated outcome was 235 moderate -income people. The agency utilized the full amount of its grant. Public Services — Age Well Senior Services: Home Delivered Meals Program - $25,0000 The Public Services project provided assistance to 109 people, the estimated outcome was 112 presumed low-income elderly people. The agency utilized the full amount of its grant. Special Needs — Human Options: Community Domestic Violence - $5,000 The Special Needs project provided domestic violence services to 11 people, the estimated outcome was 10 presumed low-income people. The agency utilized 96% of its grant. Homelessness Prevention — Families Forward: Housing Program - $15,000 The Homelessness Prevention project provide supportive services to 243 people; the estimated outcome was 165 presumed extremely -low income homeless people. The agency utilized the full amount of its grant. Commercial Fa4ade Improvements - $125,320 The Commercial Fagade Improvements activity will provide an area benefit to the 20,750 residents (according to HUD -published 2014 Low- and Moderate -Income Summary Data) of the City's eligible low- and moderate -income Census Tract Block Groups shown in maps located in Appendix C to the Consolidated Plan during the subsequent fiscal year. Section 108 Loan Debt - $207,306 The City completed its obligations with Section 108 Loan Repayment as planned in the Action Plan. The City has met or exceeded the majority of the annual goals for the aforementioned objectives. Although, there were no accomplishments for Commercial Fagade Improvements during this program year due to local sources being spent first, the City anticipates spending and reallocating the funds during the subsequent program year. More accomplishment levels will be realized in the 2016-2017 CAPER. City of Newport Beach 2015-2016 CAPER 31 OMB Control No: 2506-0117 (exp. 07/31/2015) Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants? The City does not receive Brownfields Economic Development Initiative grants. [BEDI grantees] Describe accomplishments and program outcomes during the last year. N/A City of Newport Beach 2015-2016 CAPER 32 OMB Control No: 2506-0117 (exp. 07/31/2015) ,'k-lkv pi'' APPENDICES {PF0p APPENDIX "A" PUBLIC NOTICE Us Angeles ME D[ A G Times R 0 U P PROOF OF PUBLICQMH (2015.5 C.C.P.D STATE OF LUNUS County of Cook i am a citizen of the United States and a resident of the (bounty 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 Orange Coast Daily Pilot, which was adjudged a newspaper of general circulation on Jan 14, 1938, Cases A6214 for the City of Costa Mesa, County of Orange, and State of California. Attached to this Affidavit is a true and complete copl,, as was printed and published on the following dateQs): Aug 26, 2016 l cerrft (or declare) under penalty of perjury under the Daws of the State of Caloforrnoa that the foregouncg us true and correct. Dated a Chicago, Illinois on this day of �� , 20 Onature 435 N. Michigan Ave. Chicago, IL 60611 4413794 - Orange Coast Daily Pilot Page 1 of 2 IML EDI A G PROOF OF pU B UCAT (2015.3 C.CoP.) STATE OF 1LUM S County of Cook R 0 U P l am a citizen of the United States and a resident of the County aforesaid; l am over the age of eighteen years, and not a party to or interested in the action for which the attached notice was published, l am a principal clerk of the Newport Harbor News Press Combined With Daily Pilot, which was adjudged a newspaper of general circulation on dune 19, 1952, Cases A24331 for the City of Newport Beach, County of ®range, 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 26, 2016 l certify (or declare) under penalty of perjury under the latus of the State of CaMornia that the fforegoMg is trace and correct. Dated at Chicago, Minois on this day of Oq, 20 01-x . klsv'�� '/[signature] 435 M. Michigan Ave. Chicago, IL 60611 4413794 - Newport Harbor News Press Combined With Daily Pilot Page 1 of 2 APPENDIX "B" SUMMARY OF CITIZEN PARTICIPATION COMMENTS SUMMARY OF CITIZEN PARTICIPATION COMMENTS In compliance with the City's approved Citizen Participation Plan and implementing regulation 24 CFR 91.105, a public notice was published (see attached proof of publication) to solicit public comments from interested citizens regarding the draft 2015-2016 CAPER. The draft 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. The public hearing to solicit public input and comment on the CAPER and the City's performance during PY 2015-2016 was held at the Newport Beach City Council Chambers at 100 Civic Center Drive, Newport Beach, California, on September 13, 2016. The following is a summary of Citizen Participation comments: • No public comments were received. po�v 4 r n X APPENDIX "C" IDIS REPORTS PR01 - HUD Grants and Program Income Report PR03 - CDBG Activity Summary Report for PY 2015-2016 PR06 - Summary of Consolidated Plan Projects for PY 2015-2016 PR23 - Summary of Accomplishments for PY 2015-2016 PR26 - CDBG Financial Summary for PY 2015-2016 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: 8/29/2016 TIME: 3:02:34 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 $0.00 $0.00 $0.00 $0.00 B14MC060546 $366,830.00 $0.00 $359,738.21 $271,358.21 $0.00 $7,091.79 $95,471.79 $0.00 B15MC060546 $361,557.00 $0.00 $334,771.06 $297,831.06 $297,831.06 $26,785.94 $63,725.94 $0.00 NEWPORT BEACH Subtotal: $11,685,163.00 $0.00 $11,651,285.27 $11,525,965.27 $297,831.06 $33,877.73 $159,197.73 $0.00 EN Subtotal: $11,685,163.00 $0.00 $11,651,285.27 $11,525,965.27 $297,831.06 $33,877.73 $159,197.73 $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 $11,781,766.00 $0.00 $11,747,888.27 $11,622,568.27 $297,831.06 $2,433,877.73 $2,559,197.73 $0.00 1/1 PGM Year: 1994 U.S. Department of Housing and Urban Development Office of Community Planning and Development Integrated Disbursement and Information System CDBG Activity Summary Report (GPR) for Program Year 2015 NEWPORT BEACH Project: 0002 - CONVERTED CDBG ACTIVITIES IDIS Activity: 2 - CDBG COMMITTED FUNDS ADJUSTMENT Status: Open 6/30/2001 12:00:00 AM Location: , Initial Funding 01/01/0001 Date: Description: FUNDS DRAWN DOWN THROUGH LOCCS. Financing Objective: Outcome: Matrix Code: Public Facilities and Improvement (General) (03) Date: 20 -Sep -2016 Time: 16:14 Page: 1 National Objective: Proposed Accomplishments Actual Accomplishments Number assisted: White: Black/African American: Owner Renter Total Hispani Total Hispanic Total Total Hispanic 0 0 0 0 Person Total Hispanic Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year CDBG EN Pre -2015 $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 1 $0.001 $423,877.80 $3,159,877.801 $0.001 $3,159,877.80 Total Total Proposed Accomplishments Actual Accomplishments Number assisted: White: Black/African American: Owner Renter Total Hispani Total Hispanic Total Total Hispanic 0 0 0 0 Person Total Hispanic 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: 2015 Project: 0007 - CDBG Administration IDIS Activity: 242 - CDBG Administration Status: Completed 6/30/2016 12:00:00 AM Location: , Objective: Outcome: Matrix Code: General Program Administration (21 A) National Objective: Initial Funding 10/01/2015 Date: Description: To provide for planning and administration of the CDBG grant. The CDBG Program will assist low- and moderate -income Newport Beach residents through the implementation of various programs funded. Financing Fund Type Grant Year Grant CDBG EN 2015 B15MC060546 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: Funded Amount $55,161.78 $55,161.78 Owner Renter Total Hispani Total Hispanic 0 0 0 0 Drawn In Program Year Drawn Thru Program Year $55,161.78 $55,161.78 $55,161.78 $55,161.78 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: 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: 2015 Project: 0001 - Fair Housing Services IDIS Activity: 243 - Fair Housing Services Status: Completed 6/30/2016 12:00:00 AM Location: , Initial Funding 10/01/2015 Date: Description: The Fair Housing Program will accomplish its goals through four major activities: 1. Fair Housing Complaint Intake, Investigation and Resolution 2. General Housing (LandlordTenant) Counseling, Mediation, and Assistance 3. Education and Outreach Activities Financing Objective: Outcome: Matrix Code: Fair Housing Activities (subject to 20% Admin Cap) (21 D) Fund Type Grant Year Grant Funded Amount CDBG EN 2015 B15MC060546 Total Total Proposed Accomplishments Actual Accomplishments Owner Renter Total Hispani Total Hispanic 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: $12,000.00 $12,000.00 0 0 0 0 National Objective: Drawn In Program Year Drawn Thru Program Year $12,000.00 $12,000.00 $12,000.00 $12,000.00 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: Owner Renter Total Person Extremely Low Low Mod 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: 2015 Project: 0003 - Special Needs Services IDIS Activity: 244 - Human Options: Community Domestic Violence Serv. Status: Completed 6/30/2016 12:00:00 AM Location: 1901 Newport Blvd Ste 240 Costa Mesa, CA 92627- 2294 Initial Funding 10/01/2015 Date: Description: Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Battered and Abused Spouses (05G) National Objective: LMC Human Options offers a wide variety of services to help victims heal and find a way forward from the effects of domestic violence. These services include: counseling and family advocacy, supportive and educational groups and legal advocacy services. Human Options' goal for the Newport Beach CDBG program is to provide direct client services including counseling and case management for 10 unduplicated Newport Beach residents. The clients to be served include battered spouses and abused children. Financing Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year CDBG EN 2015 B15MC060546 $4,813.56 $4,813.56 $4,813.56 Total Total $4,813.56 $4,813.56 $4,813.56 Proposed Accomplishments People (General) : 20 Actual Accomplishments Owner Renter Total Person Number assisted: Total Hispani Total Hispanic Total Hispanic Total Hispanic White: 0 0 0 0 0 0 18 0 Black/African American: 0 0 0 0 0 0 4 0 Asian: 0 0 0 0 0 0 0 0 American Indian/Alaskan Native: 0 0 0 0 0 0 0 0 Native Hawaiian/Other Pacific Islander: 0 0 0 0 0 0 0 0 American Indian/Alaskan Native & White: 0 0 0 0 0 0 0 0 Asian White: 0 0 0 0 0 0 0 0 Black/African American & White: 0 0 0 0 0 0 0 0 American Indian/Alaskan Native & Black/African American: 0 0 0 0 0 0 0 0 Other multi -racial: 0 0 0 0 0 0 0 0 Asian/Pacific Islander: 0 0 0 0 0 0 0 0 Hispanic: 0 0 0 0 0 0 0 0 Total: 0 0 0 0 0 0 22 0 Female -headed Households: Income Category: Extremely Low Low Mod Moderate Non Low Moderate Total Percent Low/Mod Annual Accomplishments Owner Renter Total 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Person 2 20 0 0 22 100.0% 0 [1 Years Accomplishment Narrative # Benefitting 2015 list Qtr. 7 unduplicated persons were assisted and 45 client contacts occurred. 2nd Qtr. 3 unduplicated persons were assisted and 58 client contacts occurred. 3rd Qtr. 1 unduplicated person was assisted and 51 client contacts occurred. 4th Qtr. no clients served this quarter, however the agency accomplished a total of 27 client contacts. For the FY 15-16 the agency served a total of 11 unduplicated persons and 181 client contacts were made meeting their estimated accomplishments. PGM Year: 2015 Project: 0004 - Homelessness Prevention Services IDIS Activity: 245 - Families Forward Housing Program Status: Completed 6/30/2016 12:00:00 AM Location: 8 Thomas Irvine, CA 92618-2763 Initial Funding 10/01/2015 Date: Description: Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Public Services (General) (05) National Objective: LMC The Families Forward Housing Program transitions homeless families from crisis to stability and self-sufficiency. Services include housing, counseling, food, career coaching, life - skills, education and acquisition of permanent housing. Individualized self-sufficiency plans are developed with case managers, and progress is monitored on a regular basis at monthly case management meetings. Depending on financial capacity, families will pay 0-30% of their income in rent. Transitional housing ranges from 1-24 months. Financing Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year CDBG EN 2015 B15MC060546 $15,000.00 $15,000.00 $15,000.00 Total Total $15,000.00 $15,000.00 $15,000.00 Proposed Accomplishments People (General) : 165 Actual Accomplishments Owner Renter Total Person Number assisted: Total Hispani Total Hispanic Total Hispanic Total Hispanic c White: 0 0 0 0 0 0 136 59 Black/African American: 0 0 0 0 0 0 53 8 Asian: 0 0 0 0 0 0 9 2 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 45 13 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 0 243 82 Female -headed Households: Income Category: Extremely Low Low Mod Moderate Non Low Moderate Total Percent Low/Mod Annual Accomplishments Owner Renter Total 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Person 202 31 10 0 243 100.0% 0 C Years Accomplishment Narrative # Benefitting 2015 1st Qtr. 127 unduplicated persons were assisted. 2nd Qtr. 44 unduplicated persons were assisted. 3rd Qtr. 29 unduplicated persons were assisted. 4th Qtr. 42 unduplicated persons were assisted. Overall for the FY 15-16 the agency served a total of 243 unduplicated persons. PGM Year: 2015 Project: 0002 - Public Services IDIS Activity: 246 - Age Well: Home Delivered Meal Program Status: Completed 6/30/2016 12:00:00 AM Location: 24300 EI Toro Rd Ste 2000 Laguna Woods, CA 92637- 2777 Initial Funding 10/01/2015 Date: Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Senior Services (05A) National Objective: LMC Description: The Home Delivered Meal Program provides three (3)meals a day to persons over the age of 62 (breakfast, a hot lunch, and a cold sandwich or frozen meal for the evening) who are homebound by reason of illness, disability, or are otherwise isolated and unable to prepare meals for themselves. Meals are delivered by Age Well Senior Services volunteers or staff from the Oasis Senior Center Monday -Friday. Financing Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year CDBG EN 2015 B15MC060546 $25,000.00 $25,000.00 $25,000.00 Total Total $25,000.00 $25,000.00 $25,000.00 Proposed Accomplishments People (General) : 224 Actual Accomplishments Owner Renter Total Person Number assisted: Total Hispani Total Hispanic Total Hispanic Total Hispanic White: 0 0 0 0 0 0 210 6 Black/African American: 0 0 0 0 0 0 2 0 Asian: 0 0 0 0 0 0 4 0 American Indian/Alaskan Native: 0 0 0 0 0 0 0 0 Native Hawaiian/Other Pacific Islander: 0 0 0 0 0 0 0 0 American Indian/Alaskan Native & White: 0 0 0 0 0 0 0 0 Asian White: 0 0 0 0 0 0 0 0 Black/African American & White: 0 0 0 0 0 0 0 0 American Indian/Alaskan Native & Black/African American: 0 0 0 0 0 0 0 0 Other multi -racial: 0 0 0 0 0 0 2 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 0 218 6 Female -headed Households: Income Category: Extremely Low Low Mod Moderate Non Low Moderate Total Percent Low/Mod Annual Accomplishments Owner Renter Total 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Person 98 62 28 30 218 86.2% 0 C Years Accomplishment Narrative # Benefitting 2015 1st Qtr. 73 unduplicated seniors were assisted. 2nd Qtr. 10 unduplicated seniors were assisted. 3rd Qtr. 11 unduplicated seniors were assisted. 4th Qtr. 15 unduplicated senior were assisted. Overall for the FY 15-16 the agency served a total of 109 unduplicated seniors and delivered a total of 29,880 meals. PGM Year: 2015 Project: 0006 - Section 108 Loan Repayment IDIS Activity: 247 - Section 108 Loan Repayment Status: Completed 6/30/2016 12:00:00 AM Location: , Objective: Outcome: Matrix Code: Planned Repayment of Section 108 Loan Principal (19F) National Objective: Initial Funding 10/01/2015 Date: 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 Grant Year Grant CDBG EN 2015 B15MC060546 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 Hispani 0 0 Funded Amount $185,855.72 $185,855.72 Renter Total Hispanic 0 0 Drawn In Program Year Drawn Thru Program Year $185,855.72 $185,855.72 $185,855.72 $185,855.72 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: 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: 2015 Project: 0005 - Commercial Facade Improvements IDIS Activity: 248 - Commercial Facade Improvements Status: Open Location: 100 Civic Center Dr Newport Beach, CA 92660-3267 Initial Funding 10/01/2015 Date: Objective: Create economic opportunities Outcome: Availability/accessibility Matrix Code: Rehab; Publicly or Privately -Owned Commercial/Industrial (14E) National Objective: LMA Description: The Commercial Facade Program provides grants for commercial facade improvements for properties located in CDBG Low- and Moderate -Income Areas. Tier 1: Grants for minor improvements such as painting, murals, lighting, anti -graffiti film coating, awnings, landscaping, window treatments, signs, exterior repair, architectural treatments and other improvements to architectural features. Tier 2: Grants for major improvements such as structural upgrades to the facade, which may include related minor improvements. Financing Fund Type Grant Year—T--Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Pre -2015 $88,380.00 $0.00 $0.00 CDBG EN 2015 B15MC060546 $36,940.00 $0.00 $0.00 Total Total $125,320.00 $0.00 $0.00 _ Proposed Accomplishments Businesses: 6 Total Population in Service Area: 22,300 Census Tract Percent Low / Mod: 50.70 Annual Accomplishments Years Accomplishment Narrative # Benefitting 2015 The City began implementing Commercial FaA�A§ade Improvements in July 2015 using local funds,. No faA�A§ade improvement projects were completed using CDBG funds during the program year. Total Funded Amount: $3,680,004.20 Total Drawn Thru Program Year: $3,554,684.20 Total Drawn In Program Year: $297,831.06 PR03 - NEWPORT BEACH Page: 1 of 1 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT PR06 - Summary of Consolidated Plan Projects for Report Year DATE: 8/30/2016 TIME: 1:03:13 PM PAGE: 1/1 IDIS Plan IDIS Amount Drawn Amount Amount Year Project Project Title and Description Program Project Commited Thru Report Available to Drawn in Estimate Amount Year Draw Report Year 20151 Fair Housing Services Affirmatively further fair housing choice through the CDBG $12,000.00 $12,000.00 $12,000.00 $0.00 $12,000.00 provision of fair housing education, counseling, anti- discrimination and landlord -tenant mediation services. 2 Public Services Provide public services for low- and moderate- CDBG $25,000.00 $25,000.00 $25,000.00 $0.00 $25,000.00 income residents including senior citizens, families and youth including but not limited to those concerned with food, essential services, transportation, health, recreation and employment. 3 Special Needs Services Provide special needs services including, but not CDBG $5,000.00 $4,813.56 $4,813.56 $0.00 $4,813.56 limited, to those concerned with disabilities, domestic violence, substance abuse and HIV/AIDS. 4 Homelessness Prevention Services Support a continuum of services in Orange County CDBG $15,000.00 $15,000.00 $15,000.00 $0.00 $15,000.00 to prevent and eliminate homelessness including, but not limited to, homelessness prevention programs, emergency shelter programs and transitional housing. 5 Commercial Facade Improvements Support stronger retail environment to promote CDBG $125,320.00 $125,320.00 $0.00 $125,320.00 $0.00 economic and job opportunities for local low- and moderate -income residents. 6 Section 108 Loan Repayment Section 108 Loan Repayment CDBG $207,306.00 $185,855.72 $185,855.72 $0.00 $185,855.72 7 CDBG Administration Administration services of the CDBG Program CDBG $60,311.00 $55,161.78 $55,161.78 $0.00 $55,161.78 1/1 P�MENTpF U.S. Department of Housing and Urban Development DATE: 08-29-16 Office of Community Planning and Development TIME: 15:27 P * Illilll * Integrated Disbursement and Information System PAGE: 1 ao IIIIIIII CDBG Summary of Accomplishments �9 oQ� Program Year: 2015 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 Economic Development Rehab; Publicly or Privately -Owned 1 $0.00 0 $0.00 1 $0.00 Commercial/Industrial (14E) Total Economic Development 1 $0.00 0 $0.00 1 $0.00 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 1 $15,000.00 1 $15,000.00 Senior Services (05A) 0 $0.00 1 $25,000.00 1 $25,000.00 Battered and Abused Spouses (05G) 0 $0.00 1 $4,813.56 1 $4,813.56 Total Public Services 0 $0.00 3 $44,813.56 3 $44,813.56 General Administration and General Program Administration (21A) 0 $0.00 1 $55,161.78 1 $55,161.78 Planning Fair Housing Activities (subject to 20% 0 $0.00 1 $12,000.00 1 $12,000.00 Admin Cap) (21D) Total General Administration and 0 $0.00 2 $67,161.78 2 $67,161.78 Planning Repayment of Section 108 Loans Planned Repayment of Section 108 0 $0.00 1 $185,855.72 1 $185,855.72 Loan Principal (19F) Total Repayment of Section 108 0 $0.00 1 $185,855.72 1 $185,855.72 Loans Grand Total 2 $0.00 6 $297,831.06 8 $297,831.06 P�MENTpF U.S. Department of Housing and Urban Development DATE: 08-29-16 Office of Community Planning and Development TIME: 15:27 P * Illilll * Integrated Disbursement and Information System PAGE: 2 ao IIIIIIII CDBG Summary of Accomplishments �9 oQ� Program Year: 2015 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 Economic Development Rehab; Publicly or Privately -Owned Business 22,300 0 22,300 Commercial/Industrial (14E) Total Economic Development 22,300 0 22,300 Public Services Public Services (General) (05) Persons 0 243 243 Senior Services (05A) Persons 0 109 109 Battered and Abused Spouses (05G) Persons 0 11 11 Total Public Services 0 363 363 Grand Total 22,300 363 22,663 oQPP.�MENTpFyocP * Il�i�ll 9egN DE\J Housing -Non Housing Non Housing Grand Total Race White Black/African American Asian Other multi -racial Total Non Housing White Black/African American Asian Other multi -racial Total Grand Total U.S. Department of Housing and Urban Development Office of Community Planning and Development Integrated Disbursement and Information System CDBG Summary of Accomplishments Program Year: 2015 NEWPORT BEACH CDBG Beneficiaries by Racial / Ethnic Category Total Persons 250 56 11 46 DATE: 08-29-16 TIME: 15:27 PAGE: 3 Total Hispanic Total Hispanic Persons Total Households Households 62 0 0 8 0 0 2 0 0 13 0 0 363 85 0 0 250 62 0 0 56 8 0 0 11 2 0 0 46 13 0 0 363 85 0 0 P�MENTpF U.S. Department of Housing and Urban Development DATE: 08-29-16 Office of Community Planning and Development TIME: 15:27 P * Illilll * Integrated Disbursement and Information System PAGE: 4 ao IIIIIIII CDBG Summary of Accomplishments �9 oQ� Program Year: 2015 eqN DEVE\ NEWPORT BEACH CDBG Beneficiaries by Income Category Income Levels Owner Occupied Renter Occupied Persons Non Housing Extremely Low (<=30%) 0 0 252 Low (>30% and <=50%) 0 0 72 Mod (>50% and <=80%) 0 0 24 Total Low -Mod 0 0 348 Non Low -Mod (>80%) 0 0 15 Total Beneficiaries 0 0 363 QPP�MENTpFyp Office of Community Planning and Development DATE: 08-29-16 U.S. Department of Housing and Urban Development TIME: 15:35 0 * 1111 * Integrated Disbursement and Information System PAGE: 1 v PR26 - CDBG Financial Summary Report 2�G VIII II 11 Program Year 2015 9egN DEJ NEWPORT BEACH , CA PART I: SUMMARY OF CDBG RESOURCES 01 UNEXPENDED CDBG FUNDS AT END OF PREVIOUS PROGRAM YEAR 95,471.79 02 ENTITLEMENT GRANT 361,557.00 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 FUNDS RETURNED TO THE LINE -OF -CREDIT 0.00 06a FUNDS RETURNED TO THE LOCAL CDBG ACCOUNT 0.00 07 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE 0.00 08 TOTAL AVAILABLE (SUM, LINES 01-07) 457,028.79 PART II: SUMMARY OF CDBG EXPENDITURES 09 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 44,813.56 10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT SUBJECT TO LOW/MOD BENEFIT 0.00 11 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 09 + LINE 10) 44,813.56 12 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION 67,161.78 13 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS 185,855.72 14 ADJUSTMENT TO COMPUTE TOTAL EXPENDITURES 0.00 15 TOTAL EXPENDITURES (SUM, LINES 11-14) 297,831.06 16 UNEXPENDED BALANCE (LINE 08 - LINE 15) 159,197.73 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 44,813.56 20 ADJUSTMENT TO COMPUTE TOTAL LOW/MOD CREDIT 0.00 21 TOTAL LOW/MOD CREDIT (SUM, LINES 17-20) 44,813.56 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 44,813.56 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) 44,813.56 32 ENTITLEMENT GRANT 361,557.00 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) 361,557.00 36 PERCENT FUNDS OBLIGATED FOR PS ACTIVITIES (LINE 31/LINE 35) 12.39% PART V: PLANNING AND ADMINISTRATION (PA) CAP 37 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION 67,161.78 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) 67,161.78 42 ENTITLEMENT GRANT 361,557.00 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) 361,557.00 46 PERCENT FUNDS OBLIGATED FOR PA ACTIVITIES (LINE 41/LINE 45) 18.58% QPP�MENTpFyp Office of Community Planning and Development DATE: 08-29-16 U.S. Department of Housing and Urban Development TIME: 15:35 0 * 1111 * Integrated Disbursement and Information System PAGE: 2 v PR26 - CDBG Financial Summary Report 2�G VIII II 1, Program Year 2015 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 Number Objective Drawn Amount Code Objective Drawn Amount 2015 4 245 5877235 Families Forward Housing Program 05 LMC $2,238.66 2015 4 245 5904263 Families Forward Housing Program 05 LMC $6,801.39 2015 4 245 5932191 Families Forward Housing Program 05 LMC $5,959.95 CDBG Administration 21A $18,739.66 05 Matrix Code $15,000.00 2015 2 246 5877235 Age Well: Home Delivered Meal Program 05A LMC $6,644.97 2015 2 246 5904263 Age Well: Home Delivered Meal Program 05A LMC $6,479.45 2015 2 246 5932191 Age Well: Home Delivered Meal Program 05A LMC $6,328.21 2015 2 246 5958105 Age Well: Home Delivered Meal Program 05A LMC $5,547.37 05A Matrix Code $25,000.00 2015 3 244 5904263 Human Options: Community Domestic Violence Serv. 05G LMC $3,064.54 2015 3 244 5932191 Human Options: Community Domestic Violence Serv. 05G LMC $1,025.22 2015 3 244 5958105 Human Options: Community Domestic Violence Serv. 05G LMC $723.80 05G Matrix Code $4,813.56 Total LINE 27 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 27 $44,813.56 Plan Year IDIS Project IDIS Activity Voucher Activity Name Matrix National Number Number Objective Drawn Amount Code Objective Drawn Amount 2015 4 245 5877235 Families Forward Housing Program 05 LMC $2,238.66 2015 4 245 5904263 Families Forward Housing Program 05 LMC $6,801.39 2015 4 245 5932191 Families Forward Housing Program 05 LMC $5,959.95 CDBG Administration 21A $18,739.66 05 Matrix Code $15,000.00 2015 2 246 5877235 Age Well: Home Delivered Meal Program 05A LMC $6,644.97 2015 2 246 5904263 Age Well: Home Delivered Meal Program 05A LMC $6,479.45 2015 2 246 5932191 Age Well: Home Delivered Meal Program 05A LMC $6,328.21 2015 2 246 5958105 Age Well: Home Delivered Meal Program 05A LMC $5,547.37 05A Matrix Code $25,000.00 2015 3 244 5904263 Human Options: Community Domestic Violence Serv. 05G LMC $3,064.54 2015 3 244 5932191 Human Options: Community Domestic Violence Serv. 05G LMC $1,025.22 2015 3 244 5958105 Human Options: Community Domestic Violence Serv. 05G LMC $723.80 05G Matrix Code $4,813.56 Total $44,813.56 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 2015 7 242 5859600 CDBG Administration 21A $7,076.25 2015 7 242 5877235 CDBG Administration 21A $6,191.25 2015 7 242 5904263 CDBG Administration 21A $8,360.87 2015 7 242 5932191 CDBG Administration 21A $14,793.75 2015 7 242 5958105 CDBG Administration 21A $18,739.66 21A Matrix Code $55,161.78 2015 1 243 5877235 Fair Housing Services 21D $3,164.49 2015 1 243 5904263 Fair Housing Services 21D $2,914.40 Office of Community Planning and Development DATE: 08-29-16 QPP-\MENTpFyp U.S. Department of Housing and Urban Development TIME: 15:35 ll illi Integrated Disbursement and Information System PAGE: 3 * * 20 llllllll PR26 - CDBG Financial Summary Report G9 Program Year 2015 eqN DEVE\' pQ� NEWPORT BEACH , CA Plan Year IDIS Project IDIS Activity Voucher Activity Name Matrix National Number Code Objective Drawn Amount 2015 1 243 5932191 Fair Housing Services 21D $2,422.91 2015 1 243 5958105 Fair Housing Services 21D $3,498.20 21D Matrix Code $12,000.00 Total $67,161.78