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C-4865(A) - CDBG Consolidated Annual Performance and Evaluation Report (CAPER) Program Year 2012-2013
City of Newport Beach Program Year 2012-2013 Consolidated Annual Performance and Evaluation Report (CAPER) September 24, 2013 Prepared by: r-1 LLDM Assad a I es•Inc. City of Newport Beach 2012-2013 Consolidated Annual Performance and Evaluation Report Table of Contents EXECUTIVE SUMMARY.................................................................................................................................. 1 I. GENERAL NARRATIVE.................................................................................................................................4 GeneralQuestions.......................................................................................................................................4 Managingthe Process..............................................................................................................................17 CitizenParticipation..................................................................................................................................18 InstitutionalStructure.................................................................................................................................20 Monitoring.................................................................................................................................................20 Lead -Based Paint.....................................................................................................................................26 II. HOUSING...................................................................................................................................................27 HousingNeeds.........................................................................................................................................27 SpecificHousing Objectives.....................................................................................................................28 PublicHousing Strategy...........................................................................................................................30 Barriers to Affordable Housing.................................................................................................................30 HOME/American Dream Down Payment Initiative (ADD]) .......................................................................30 HOMELESS NEEDS.................................................................................................................................31 HomelessNeeds......................................................................................................................................31 Specific Homeless Prevention Elements..................................................................................................35 Emergency Solutions Grants (ESG).........................................................................................................36 IV. COMMUNITY DEVELOPMENT................................................................................................................37 CommunityDevelopment.........................................................................................................................37 AntipovertyStrategy.................................................................................................................................42 V. NON -HOMELESS SPECIAL NEEDS..........................................................................................................43 Non -Homeless Special Needs..................................................................................................................43 SpecificHOPWA Objectives.....................................................................................................................45 APPENDICES: A. Summary of Annual Objectives (CPMP Excel Tables) B. Project Summaries (CPMP Excel Tables) C. Proof of Public Notice D. Map (Newport Beach Eligible CDBG Areas) E. IDIS Reports 1. HUD Grants and Program Income Report (PR01) 2. CDBG Activity Summary Report for PY 2012-2013 (PR03) 3. Summary of Consolidated Plan Projects for PY 2012-2013 (PR06) 4. Summary of Accomplishments for PY 2012-2013 (PR23) 5. CDBG Financial Summary for PY 2012-2013 (PR26) 6. Section 3 Summary Report F. CAPER Checklist PY 2012-2013 Consolidated Annual Performance and Evaluation Report City of Newport Beach EXECUTIVE SUMMARY Third Program Year CAPER The Consolidated Plan Management Process (CPMP) Third Consolidated Annual Performance and Evaluation Report includes narrative responses to CAPER questions that CDBG, HOME, HOPWA, and ESG grantees must respond to each year in order to be compliant with the Consolidated Planning Regulations. The Executive Summary narratives are optional. This report is the Third Year Consolidated Annual Performance and Evaluation Report (CAPER) which outlines the City of Newport Beach achievements in meeting the goals and objectives outlined in the City's 2010-2014 Consolidated Plan. The strategic plan objectives, goals, and accomplishments for the fiscal year 2012-2013 are summarized in the table below. 2012-2013 Program Year Goals vs. Accomplishments Activity Accomplishment 2012-2013 2012-2013 ' Units Goals Accomplishments Housing: Section 8 Housing Choice Voucher and Housing Units 400 495 Rent -Restricted Units Fair Housing Activities: People Served 200 187 Fair Housing & Counseling Services Senior Services: Home Delivered Meals Program People Served 100 112 Special Needs/Non-Homeless: People Served 7 4 Battered and Abused Spousal Program Special Needs/Non-Homeless: Substance Abuse Rehabilitation Program People Served 7 7 Homeless and HIV/AIDS: People Served 100 150 Transitional Housing Program Public Services: Health Services People Served 100 0 Public Services: People Served 25 25 Youth Services Public Facilities: Public Facilities 1 1 Section 108 Loan Repayment -Balboa Village Upgrade Public Facilities with ADA Improvements: Public Facilities 1 1 Sidewalk, Curb and Gutter Improvements -ADA General Program Administration N/A N/A N/A A detailed breakdown of the five-year accomplishments by the City of Newport Beach using CDBG funds can be found in the Summary of Annual Objectives in Appendix "A". PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 1 City of Newport Beach Development of the 2012-2013 CAPER As required by the United States Department of Housing and Urban Development (HUD), the City of Newport Beach has prepared the CAPER for public review and comment prior to its submittal to HUD. This document contains an assessment of the City's performance relative to the One -Year Action Plan. To the greatest extent feasible, the data collection efforts required by the CAPER reflect information for housing and community development projects that occurred within the City's jurisdiction, even if the City was not the lead agency. Citizen Participation As a prerequisite to submitting its CAPER, the City's Citizen Participation Plan and the CDBG implementing regulation require that a public hearing is held to provide citizens with an opportunity to express their views concerning the use of said funds. The public hearing was held on September 24, 2013 before the City Council. In addition, the draft 2012-2013 CAPER was made available to the general public for a period of 15 days in order to provide them with an opportunity to review the document. In compliance with the City's approved Citizen Participation Plan and CDBG implementing regulation 24 CFR 92-105, a Public Notice was published to solicit public comments from interested citizens regarding the City's 2012-2013 CAPER. A copy of the published Public Hearing Notice can be found in Appendix «C„ Consultation The City obtained information from local agencies in the preparation of the 2012- 2013 CAPER. These included Community Based Organizations, various departments at the City of Newport Beach, the Fair Housing Foundation, and the Fair Housing Council of Orange County. City Council Review and Public Hearing On September 24, 2013, the City Council reviewed the 2012-2013 CAPER, allowed citizens an opportunity to comment on the draft CAPER and approved the 2012- 2013 Newport Beach Consolidated Annual Performance and Evaluation Report. Activities Undertaken The following page indicates the source of funds used to implement projects undertaken with CDBG funds under the Program Year (PY) 2012-2013. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 2 City of Newport Beach 2012-2013 Program Year Sources of Funds Source Amount 2012-2013 CDBG Entitlement $350,669 Unallocated CDBG Funds (Prior Year) $2,580 CDBG Program Income $0 Prior Year CDBG Funds $74,724 All other forms of CDBG $0 TOTAL $427,973 2012-2013 Program Year Uses of Funds Public Services 9 Age Well Senior Services— Home Delivered Meals Program $ 15,600 Families Forward — Transitional Housing Program $ 9,000 Human Options — Community Resource Center $ 4,000 Serving People in Need — Substance Abuse Rehab Program $ 10,000 Share Our Selves — SOS Free Medical and Dental Clinics $ 9,000 Youth Employment Service of the Harbor Area — Youth Employment Services $ 5,000 Capital Improvements City of Newport Beach — Sidewalk, Curb and Gutter Improvements $ 100,174' City of Newport Beach — 108 Loan Repayment $ 202,486 Program Administration City of Newport Beach — Program Administration $ 58,133 Fair Housing Services TOTAL $ $ 12,000 425,393 'FY 2012-2013 Sidewalk, Curb and Gutter Improvements Activity allocation was $25,450. The amount of $74,724 was added to this activity as a result of a substantial amendment to the FY 2010-2011 and 2011- 2012 Action Plans. These funds were available as a result of the cancellation of the FY 2010-2011 Utility Assessment District Grant Program ($65,922) and the FY 2011-2012 Sidewalk, Curb and Gutter Improvements ($6,802). The final amount allocated to this project was $100,174. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 3 I. GENERAL NARRATIVE City of Newport Beach General Questions 1. Assessment of the one-year goals and objectives: a. Describe the accomplishments in attaining the goals and objectives for the reporting period. b. Provide a breakdown of the CPD formula grant funds spent on grant activities for each goal and objective. c. If applicable, explain why progress was not made towards meeting the goals and objectives. The City consulted with several local agencies concerning their accomplishments for the program year, including the Community Based Organizations, City of Newport Beach Public Works Department, and Fair Housing Foundation. Overall, the City has been successful in implementing most of the proposed projects for this Program Year and meeting most of the Five -Year Consolidated Plan goals (See Executive Summary 2012-2013 Program Year Goals vs. Accomplishments Table). The City uses its allocation of Community Development Block Grant (CDBG) funds to address the Strategic Plan goals for Affordable Housing, Special Needs Populations, Homeless Objectives, Community Development Objectives, and some Housing Objectives. The majority of the Housing objectives, however, are funded locally using the City's in -lieu fee proceeds. The specific accomplishments for the 2012-2013 program year concerning housing goals and objectives are discussed in Section VII, Housing. The City successfully utilized its allocation of CDBG funds to exceed the annual goals established for the 2012-2013 program year as illustrated in the table below: 2012-2013 Program Year Goals vs. Accomplishments PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 4 Activity Accomplishment 2012-2013 2012-2013 Units Goals Accomplishments Housing: Section 8 Housing Choice Voucher and Housing Units 400 495 Rent -Restricted Units Fair Housing Activities: People Served 200 187 Fair Housing & Counseling Services Senior Services: Home Delivered Meals Program People Served 100 112 Special Needs/Non-Homeless: Battered and Abused Spousal Program People Served 7 4 Special Needs/Non-Homeless: People Served 7 7 Substance Abuse Rehabilitation Program Homeless and HIV/AIDS: People Served 100 150 Transitional Housing Program Public Services: Health Services People Served 100 0 Public Services: Youth Services People Served 25 25 PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 4 City of Newport Beach Public Facilities: HUD Outcomes Availability/ Accessibility Affordability Sustainability Public Facilities 1 1 Section 108 Loan Repayment -Balboa Village Create Suitable Living Environments 32% - Upgrade Public Facilities with ADA Improvements: Create Economic Opportunities - - - Public Facilities 1 1 Sidewalk, Curb and Gutter Improvements -ADA Administration $ 58,133 17% General Program Administration N/A N/A N/A The following table reflects the percentage of CDBG expended to accomplish the various Strategic Plan objectives. HUD Objectives HUD Outcomes Availability/ Accessibility Affordability Sustainability Provide Decent Affordable Housing 3% $ 15,600 - Create Suitable Living Environments 32% - 65% Create Economic Opportunities - - - The table below illustrates how the City used the 2012-2013 CDBG allocation to meet the HUD -mandated priority need categories: HUD Priority Need Categories 2012-2013 Funding 2012-2013 Percentage Housing $ 12,000 3% Senior Services $ 15,600 4% Special Needs/Non- Homeless $ 14,000 4% Homeless and HIV/AIDS $ 9,000 3% Public Services $ 14,000 4% Public Facilities/Infrastructure $ 227,936 65% Administration $ 58,133 17% 2. Describe the manner in which the recipient would change its program as a result of its experiences. The City would not change its program at this time. This is a worthy program that increases accessibility for the purpose of creating a suitable living environment and access to decent housing for the residents of Newport Beach. 3. Affirmatively Furthering Fair Housing: a. Provide a summary of impediments to fair housing choice. b. Identify actions taken to overcome effects of impediments identified. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 5 City of Newport Beach In addition to developing a Consolidated Plan that addresses a broad range of housing and community development needs, the City also participated in the development of a regional plan with other Orange County cities called the "Analysis of Impediments to Fair Housing Choice", or Al, to specifically address overcoming the barriers to fair housing found in the community. This study identifies impediments to fair housing and also recommends actions to overcome the effects of these impediments. During the most recent Al update, the City of Newport Beach monitored and reviewed its land use and other policies to ensure compliance with fair housing laws. The jurisdiction will work to ensure all potential recipients of government funds for housing related programs assist the jurisdiction in affirmatively furthering fair housing choice. The following impediments were identified in the 2010-2015 Orange County Regional Analysis of Impediments to Fair Housing Choice (Regional Al). HOUSING DISCRIMINATION Impediment The California Department of Fair Employment and Housing (DFEH) compiled data on housing discrimination complaints for this Regional Al. In the five-year period since the prior Al, about 300 housing discrimination complaints have been filed with DFEH. Annually, the number of housing discrimination complaints averaged 60 per year. The number of cases ranged from a low of 46 in 2005 to a high of 78 in 2006. The vast majority — 244 of 302 housing discrimination complaints — have been filed in the Entitlement Cities. Irvine (58) and Anaheim (40) accounted for the highest number of complaints. Housing discrimination, especially in the rental housing market, is an impediment to fair housing choice because 60 complaints annually are filed by residents of the participating entitlement cities and Urban County. A housing discrimination complaint can have more than one basis. The bases include: • Physical Disability • Mental Disability • Race/Color ■ National Origin • Familial Status • Sex • Marital Status • Other - Retaliation; Religion; Source of Income; Association and Age About 35% of the housing discrimination complaints were based on a physical or mental disability. Since the prior Regional Al was completed, disability has been PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 6 City of Newport Beach increasing as a basis for a housing discrimination complaint. Race and color (20%) and national origin (14%) rank second and third as a basis for making a housing discrimination complaint. Although Individual cities vary in terms of the basis for a housing discrimination complaint, disability, race/color and national origin comprise the basis for the highest number of complaints. The DFEH compiles data on number of housing discrimination cases according to nine types of alleged acts: • Refusal to Rent • Eviction • Refusal to Show • Loan Withheld • Unequal Terms • Harassment • Unequal Access to Facilities ■ Denied Reasonable Modification/Accommodation A summary of the highest number and percentage of alleged acts is presented below: • About 22% (101) of the housing discrimination complaints occurred during the eviction process. • About 19% each of the alleged acts pertained to unequal terms (88) and to denial of a reasonable modification and/or accommodation (87). • About 15% each of the housing cases were filed because of harassment (72) and the refusal to rent (68). It appears that most of the alleged acts affect renters or persons seeking rental housing. This mirrors HUD's national study which found that about 70% of the persons who thought they were victims of discrimination were looking to rent at the time. Actions Taken During the 2010-2015 period, the FHCOC is implementing the following actions: 1. FHCOC committed to continue to process housing discrimination complaints filed by city and county residents. 2. FHCOC committed to conduct testing of housing provider practices to determine whether there are differences in treatment based on a protected class. The 2005-2009 housing discrimination complaint data and the fair housing community profile used to identify the protected classes and locations of housing providers that should be tested. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 7 City of Newport Beach 3. FHCOC committed to revise its website to provide direct access to a housing discrimination complaint form and provide a diagram or brief explanation of the process for investigating and resolving a complaint. 4. FHCOC committed to revise its website to add more information on how residents can detect whether they have been victims of unlawful housing discrimination. 5. FHCOC committed to publish a quarterly report on the FHCOC website summarizing the remedies pertaining to filed housing discrimination complaints. 6. FHCOC committed to compile an Annual Report on housing discrimination complaints filed with the FHCOC, the State Department of Fair Employment and Housing (DFEH) and HUD. The report will include housing discrimination complaints unique to each participating jurisdiction as well as those of the entire County. The Annual Report will describe emerging trends within the City and County. 7. FHCOC committed to transmit the Annual Report to the participating jurisdictions by August of each calendar year to allow jurisdictions to include a summary of the report findings in the CAPER. To date, the City of Newport Beach has not received this report. DISCRIMINATORY ADVERTISING Impediment Rental housing ads that state "no pets" or indicate rental discounts for seniors are impediments to fair housing choice because they make housing unavailable to disabled persons and the non -elderly. "No Section 8" ads may become an impediment to fair housing choice because they could make housing unavailable disproportionately to a protected class such as persons with disabilities. Actions Taken During the five-year period of the Consolidated Plan, the FHCOC is implementing the following actions: 1. FHCOC is encourage the Orange County Register to publish a Fair Housing Notice in the for rent classified ad section and to identify the FHCOC as an agency that can respond to fair housing questions. FHCOC is encouraging apartment rental websites to display more prominently their Fair Housing Notice. 2. FHCOC is encouraging the Los Angeles Times and Orange County Register to publish a "no pets" disclaimer that indicates rental housing PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 8 City of Newport Beach owners must provide reasonable accommodations, including "service animals" and "companion animals" for disabled persons. 3. FHCOC Supports an amendment to the Communications Decency Act of 1996 to state no provider or user of an interactive computer service shall be treated as the publisher or speaker of any information provided by another information content provider, except for notices, statements, or advertisements with respect to the sale, rental, financing or insuring, or any other service of a dwelling that violate the Fair Housing Act, 42 U.S.C. § 3601 et seq. 4. FHCOC committed to periodically review for rent and for sale ads published in the print media. 5. FHCOC committed to prepare a summary of the accomplishments each year and transmit to the Entitlement Cities and Urban County in August of each year to allow the Entitlement Cities and Urban County to include a summary of the accomplishments in the CAPER. To date, the City of Newport Beach has not received the report. BLOCKBUSTING Impediment Blockbusting is unlawful; however, it does not appear to be a significant impediment to fair housing choice. For profit, to induce or attempt to induce any person to sell or rent any dwelling by representations regarding the entry or prospective entry into the neighborhood of a person or persons of a particular race, color, religion, sex, handicap, familial status, or national origin. With respect to blockbusting, the California law has more protected classes than the Federal Fair Housing Act. There is no local or county agency that maintains records on actual or potential blockbusting incidents. Such incidents would take place primarily as real estate agents attempt to solicit or induce homeowners to sell their homes. The California Real Estate Commissioner is authorized to take disciplinary action against licensees who have committed the prohibited discriminatory practice of blockbusting and panic selling. The Department of Real Estate stated in June 2010 that no Orange County licensee has had their license suspended or revoked because of the illegal practice of blockbusting. Actions Taken During the five-year period of the Fair Housing Action Plan, the FHCOC is implementing the following actions: PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 9 City of Newport Beach 1. FHCOC provides information on their website about the unlawful practice of blockbusting and includes examples of this illegal practice. 2. FHCOC committed to work with the California Department of Real Estate to determine if any Orange County licensees have had their licenses suspended or revoked because of the illegal practice of blockbusting. 3. In the event, a licensee has been found to have committed blockbusting, FHCOC committed to provide education and information on this practice to the responsible broker and all related salespersons. DENIAL OF REASONABLE MODIFICATION/REASONABLE ACCOMMODATION Impediment Denial of a reasonable modification or reasonable accommodation is an impediment to fair housing choice because they account for almost one-fifth of all alleged discriminatory acts. It is unlawful to refuse to make reasonable accommodations for disabled persons. The DFEH compiles data on the number of housing discrimination cases according to nine types of alleged acts. During the 2005-2009 period, 461 alleged discriminatory acts were committed in the cases processed by the DFEH. Of this total, 87 or 18.9% involved denial of a reasonable modification/reasonable accommodation. About 17-18 denials of reasonable modification/reasonable accommodation occurred per year during the five-year period. Actions Taken During the five-year period of the Fair Housing Action Plan, the FHCOC is implementing the following actions: 1. FHCOC committed to provide education and information on why this practice is unlawful to the owners and managers of apartment complexes and homeowner associations. 2. FHCOC committed to provide information on the unlawful practice of denying reasonable modifications/reasonable accommodations at fair housing seminars conducted by the Apartment Association of Orange County. HATE CRIMES Impediment Hate crimes committed at a residence are an impediment to fair housing choice because they impact the lives of 20-30 households per year. Almost one-half of all hate crime events in Orange County had an anti -Black or anti -Latino bias motivation. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 10 City of Newport Beach Hate crime events were reviewed for the 5 -year period from 2004 to 2008 as reported by Criminal Justice Statistics Center of the California Department of Justice (DOJ). The annual average of events was 73 and, during the five -years there was a narrow low (69) to high (79) range. Except for the City of Huntington Beach, on a city -by -city basis, the number of hate crime events is low. In 2008, according to the Orange County Human Rights Commission (OCHRC), there were 79 cases of hate crimes in Orange County, essentially unchanged from the 80 cases in 2007. Despite the fact that the African American population makes up less than 2% of Orange County's population, this group continues to be the most frequent target for hate crimes. Hate crimes against Latinos continues to increase. In fact, since 2006 there has been almost a 100% increase in the number of cases reported. After a four-year downward trend, hate crimes against Jews increased. Additionally, while there was a slight decrease in hate crimes reported against Gays and Lesbian, this group frequently underreports. In 2008, 29% and 19% of the hate crimes in Orange County had an anti -African American and anti -Latino bias motivation. The California DOJ reports the location of hate crime events for the entire state by 25 categories (e.g., church, park, college, etc). During the past five years two locations are predominant, accounting for about 60% of all hate crime locations: Highway/Road/Alley/Street (29.1%) and Residence/Home/Driveway (29.7%). The application of the statewide housing location average of 29.7% to the annual Orange County average of hate crime events of 73 yields at estimate of 22 annual events occurring at a residence, home or driveway. The application of the 40% factor cited by the OCHRC yields an estimate of 29 events occurring at a housing location. On an individual city basis, the number of hate crime events occurring at a housing location is small. However, the number at the countywide level is significant and, as a result, the resources to monitor and alleviate this impediment are best handled at the regional level. Actions Taken During the five-year of the Fair Housing Action Plan, FHCOC is implementing the following actions: 1. FHCOC committed to coordinate with the Orange County Human Relations Commission, Center OC and the Orange County Victim Assistance Partnership. 2. FHCOC committed to provide affected residents — when needed - with referrals to hate crime victim resources. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 11 City of Newport Beach UNFAIR LENDING Impediment Disparities in the loan denial rates experienced by Hispanic and Black/African applicants create an impediment to fair housing choice as they have loans denied at rates 1.5 to 2.0 times greater than White applicants. The Equal Credit Opportunity Act (ECOA) 15 U.S.C. 1691 et seq. prohibits creditors from discriminating against credit applicants on the basis of race, color, religion, national origin, sex, marital status, age, because an applicant receives income from a public assistance program, or because an applicant has in good faith exercised any right under the Consumer Credit Protection Act. To supplement federal legislation, state laws have been enacted to forbid the discriminatory practice known as `redlining;' a practice results in blanket refusals by some lenders to make loans in whole neighborhoods or geographic areas. Redlining is illegal in California pursuant to the Housing Financial Discrimination Act of 1977 (Holden Act). (Health & Safety Code Section 35800-35833) The Holden Act prohibits the consideration of race, color, religion, sex, marital status, national origin, or ancestry in lending for the purchase, construction, improvement, or rehabilitation of housing. Further, lenders cannot deny loan applications because of ethnic composition, conditions, characteristics, or expected trends in the neighborhood or geographic area surrounding the property. An analysis of the 2008 Home Mortgage Disclosure Act (NMDA) data was completed in order to determine loan denial rates by census tract, race/ethnicity and income. HMDA requires lenders to report on the action taken on each loan application, as follows: • Loan Originated • Application Approved, Not Accepted • Application Denied • Application Withdrawn • Filed Closed for Incompleteness Many determinants of a loan decision — such as borrower credit history, debt -to - income -ratio and loan -to -value ratio - are not included in the HMDA data. Although the loan denial rates do not support definitive conclusions regarding discrimination on the bases of race or ethnicity, they are a useful screen to identify disparities in loan approval rates by the race and ethnicity of applicants and geographic markets where differences in denial rates warrant further investigation. Additionally, identifying census tracts/neighborhoods with high loan denial rates helps to target credit counseling and homebuyer education programs. Evidence from the 2008 Home Mortgage Disclosure Act (NMDA) data reveals the loan denial disparities between White applicants and Black and Hispanic applicants, Moderate income Blacks have an FHA loan denial rate almost two times greater PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 12 City of Newport Beach than moderate income White applicants. Above moderate income Blacks have an FHA loan denial rate about 1.4 times greater than White applicants with identical incomes. The conventional loan disparities are lower for moderate and above moderate income applicants than for FHA loans. However, low income Blacks have a conventional loan denial rate 2.55 times greater than White applicants. Moderate -income Hispanics have a loan denial rate for FHA and conventional loans that is two times greater than White applicants. The very low, low and above moderate income Hispanics have loan denial rates 1.46 to 1.93 higher than White applicants. Unfair lending is manifested more in the loan denial disparities experienced by different racial/ethnic borrowers than by the denial rate disparities experienced in neighborhoods with 20%-79% minority populations, regardless of income. Additionally, a regression analysis was completed to determine if race/ethnicity is associated with the denial of loan applications. Two types of loans applications were considered in the analysis: (1) home purchases with conventional loans and (2) home purchases with FHA loan. A logit regression was used to "predict' if a loan was denied based on the minority population and income ratio of the census tract, as well as the loan amount. These variables were chosen because the results of a preliminary analysis utilizing census tract level data suggested each of these variables were influencing denials. Each of the three variables was significant predictors of loan denials for conventional loan applications, while the percent minority and the income ratio of a census tract were significant predictors of denials for FHA loan applications. For conventional loans, the probability of a loan being denied increased as the percentage minority population in the census tract increased, as the income increased the probability of a denial decreased, and as the amount of the loan increased the probability of a loan denial increased. Actions Taken 1. FHCOC committed to monitor the HMDA data annually using the 2008 HMDA analysis as a benchmark. 2. FHCOC committed to complete a HMDA analysis of the top 10 lenders in Orange County to compare and contrast loan denial rates. 3. FHCOC committed to conduct a follow-up analysis of loan denial rates at the neighborhood level to determine to what extent, if any, redlining may exist in Orange County. This follow-up will be completed when Census 2010 data are available on minority populations at the census tract level. The Census 2010 data will enable an analysis of loan activity and minority population characteristics for the same time period. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 13 City of Newport Beach 4. FHCOC committed to conduct outreach to cultural, ethnic and minority organizations to potentially increase interest and readiness in home purchases. 5. FHCOC committed to provide homebuyer education programs in neighborhoods with high denial rates, high minority population concentrations and limited English speaking proficiency to help increase loan approval rates. Public Sector Impediments Common to Most Participating Jurisdictions As part of the preparation of an Analysis of Impediments to Fair Housing Choice participating cities responded to a 24 -question survey regarding local governmental codes or policies and practices that may result in the creation or perpetuation of one or more impediments to fair housing choice. The survey has a particular focus on land use and zoning regulations, practices and procedures that can act as barriers to the situating, development, or use of housing for individuals with disabilities. In identifying impediments to fair housing choice, the survey looks to distinguish between regulatory impediments based on specific code provisions and practice impediments, which arise from practices or implementing policies used by the jurisdiction. • The most common public sector impediments are: • The zoning regulations do not define "disability'. • The zoning regulations do not define "supportive" and "transitional housing" as required by Government Code Section 65583(a)(5). • Some cities have not adopted a reasonable accommodation procedure. • The zoning regulations do not discuss housing for "special needs" populations. • The zoning regulations do not discuss fair housing. The population to be served by supportive and transitional housing is people with different kinds of disabilities. Actions by the entitlement cities and Urban County to provide zoning regulations will eliminate a potential impediment to the development of such housing. City Identified Public Sector Impediments Based on an evaluation of City Zoning and Planning Codes as well as policies and practices that may pose an impediment to Fair Housing Choice, the City of Newport Beach did not identify any public sector impediments. Actions to be Taken by the City Based on an evaluation of City Zoning and Planning Codes as well as policies and practices that may pose an impediment to Fair Housing Choice, the City of Newport PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 14 City of Newport Beach Beach did not identify any public sector impediments. Therefore, there are no actions to be taken at this time by the City with respect to public sector impediments. Actions To Affirmatively Further Fair Housing Choice Through the Location of Affordable Housing During the 2010-2015 period, the FHCOC committed to take the following actions: • As needed, provide technical assistance to participating jurisdictions on how the location of affordable housing contributes to AFFH. • Aggregate - for each census tract - the number of voucher holders assisted by all four housing authorities. FHCOC committed to accomplish this in calendar year 2011, but has not provided the City with its findings to date. • Conduct an analysis of the location of affordable housing in census tracts with a low concentration of minority and low income populations for purposes of determining whether they offer sufficient affordable housing opportunities. FHCOC committed to accomplish this in calendar year 2011 or as soon as Census 2010 and American Community Survey data are available, but has not provided the City with its findings to date. • Extend the analysis to include census tracts with minority populations in the range of 60 to 80%. FHCOC committed to accomplish this in calendar year 2011 or as soon as Census 2010 and American Community Survey data are available, but has not provided the City with its findings to date. • Suggest policies that the Housing Authorities and/or entitlement cities and the Urban County Program can implement to promote affordable housing opportunities outside of census tracts with high percentages of poverty and minority populations. FHCOC committed to review the housing authority annual plans and to provide input to the entitlement cities and Urban County Program as needed. 4. Describe Other Actions in Strategic Plan or Action Plan taken to address obstacles to meeting underserved needs. According to the Consolidated Plan, one of the most underserved needs in the City is affordable housing for families of extremely low, very low and low income. The City has identified the lack of developable sites, high land costs and limited funding as obstacles to affordable housing. Other obstacles in non -housing community development include NIMBY -ism (Not in My Backyard), lack of organizational capacity, and lack of available funding. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 15 City of Newport Beach The City has previously adopted policies to overcome these obstacles and to encourage affordable housing production by providing density bonuses and fee waivers. In addition, the City encourages affordable housing production by providing density bonuses to interested developers and through the inclusionary zoning requirements. The City will work closely with affordable housing developers to expedite the permitting process in order to cut costs. In regard to non -housing obstacles, the City will facilitate community involvement to increase understanding of community needs and the possible solutions to meet those needs. The City will maintain close partnerships with service providers and other community development professionals to identify and correct issues such as lack of capacity and resources. Toward the end of the 2010-2014 Consolidated Plan cycle, additional affordable units will be created. The City continues to monitor and enforce affordability covenants on affordable housing projects throughout the City. This includes not only housing units developed with federal funds, but also all units with an affordability covenant in place. 5. Leveraging Resources a. Identify progress in obtaining "other" public and private resources to address needs. b. How Federal resources from HUD leveraged other public and private resources. c. How matching requirements were satisfied. The City used its CDBG allocations as collateral to secure a $2.4 million Section 108 loan in the 2001-2002 program year. These additional funds were used to complete a portion of the Balboa Village Improvement Project. The 108 loan is being repaid over a twenty year -period. Ten payments remain on a principal balance. The Orange County Partnership's Continuum of Care Homeless Assistance Grant application resulted in an award of $13.7 Million for 41 ongoing programs. The Orange County Housing and Community also received $4,227,705 million of Community Development Block Grant (CDBG), HOME Investment Partnership (HOME), and Emergency Solutions Grant (ESG) funds during the program year 2012-2013. There are no matching requirements for CDBG. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 16 City of Newport Beach MANAGING THE PROCESS 1. Describe actions taken during the last year to ensure compliance with program and comprehensive planning requirements. The City has made all efforts to ensure compliance with the 2010-2014 Consolidated Plan and the 2012-2013 Action Plan. The City has utilized data from the HUD Integrated Disbursement and Information System (IDIS) for preparation of the Consolidated Plan and Action Plans. The City has included all necessary HUD reports as part of its CAPER submittal and has utilized the CPMP Tool to monitor the progress of the Strategic Plan (also see Appendix "A"). In addition, the City continues to consult with HUD for technical assistance of projects when necessary. 2012-2013 Program Year Goals vs. Accomplishments Activity Accomplishment 2012-2013 2012-2013 Units Goals Accomplishmen" Housing: Section 8 Housing Choice Voucher and Housing Units 400 495 Rent -Restricted Units Fair Housing Activities: Fair Housing a Counseling Services People Served 200 187 Senior Services: People Served 100 112 Home Delivered Meals Program Special Needs/Non-Homeless: People Served 7 4 Battered and Abused Spousal Program Special Needs/Non-Homeless: Substance Abuse Rehabilitation Program People Served 7 7 Homeless and HIV/AIDS: People Served 100 150 Transitional Housing Program Public Services: Health Services People Served 100 0 Public Services: People Served 25 25 Youth Services Public Facilities: Section 108 Loan Repayment -Balboa Village Public Facilities 1 1 Upgrade Public Facilities with ADA Improvements: Public Facilities 1 1 Sidewalk, Curb and Gutter Improvements -ADA General Program Administration N/A N/A N/A PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 17 City of Newport Beach CITIZEN PARTICIPATION 1. Provide a summary of citizen comments. The City encourages input and feedback on its performance in meeting the objectives of the Strategic Plan from concerned residents and local advocacy groups. The City provides a public review and comment period for the draft version of the CAPER, and also holds a public hearing to solicit input. A draft copy of the CAPER covering PY 2012-2013 was made available from September 6, 2013 to September 24, 2013. No public comments were received. The public hearing to solicit public input and comment on the CAPER and the City's performance during PY 2012-2013 was held at the Newport Beach City Council Chambers at 100 Civic Center Drive, , Newport Beach, California. No public comments were made. Notice of both the public comment/review period and the public hearing was published on September 6, 2013 in the Daily Pilot, a newspaper of local circulation. A copy of the Notice appears in Appendix "C". 2. In addition, the performance report provided to citizens must identify the Federal funds made available for furthering the objectives of the Consolidated Plan. For each formula grant program, the grantee shall identify the total amount of funds available (including estimated program income), the total amount of funds committed during the reporting period, the total amount expended during the reporting period, and the geographic distribution and location of expenditures. Jurisdictions are encouraged to include maps in describing the geographic distribution and location of investment (including areas of minority concentration). The geographic distribution and expenditure requirement may also be satisfied by specifying the census tracts where expenditures were concentrated. 2012-2013 Program Year Sources of Funds Source Amount 2012-2013 CDBG Entitlement $350,669 Unallocated CDBG Funds (Prior Year) $2,580 CDBG Program Income $0 Prior Year CDBG Funds $74,724 All other forms of CDBG $0 TOTAL $427,973 PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 18 City of Newport Beach 2012.2013 Program Year Fund Sources and Uses Activities Budget Budget Expenditures Program Administration $ 70,133 20% $ 70,133 Public Services City of Newport Beach - Program Administration $ 58,133 $ 58,133 Fair Housing Services $ 12,000 $ 12,000 Subtotal Administration: $ 70,133 $ 70,133 Public Services Age Well Senior Services - Home Delivered Meals Program $ 15,600 $ 15,600 Families Forward - Transitional Housing Program $ 9,000 $ 9,000 Human Options - Community Resource Center $ 4,000 $ 3,313 Serving People in Need - Substance Abuse Rehab Program $ 10,000 $ 10,000 Share Our Selves - SOS Free Medical and Dental Clinics $ 9,000 $ 0 Youth Employment Service of the Harbor Area - Youth Employment $ 5,000 $ 5,000 Subtotal Public Services: $ 52,600 $ 42,913 Capital Improvements City of Newport Beach - 108 Loan Repayment $ 202,486 $ 202,485 `City of Newport Beach - Sidewalk, Curb and Gutter Improvements $ 100,174' $ 96,206 Subtotal Capital Improvements: $ 302,600 $ 298,691 TOTALS $ 425,393 $ 411,737 'FY 2012-2013 Sidewalk, Curb and Gutter Improvements Activity allocation was $25,450. The amount of $74,724 was added to this activity as a result of a substantial amendment to the FY 2010-2011 and 2011-2012 Action Plans. These funds were available as a result of the cancellation of the FY 2010-2011 Utility Assessment District Grant Program ($65,922) and the FY 2011-2012 Sidewalk, Curb and Gutter Improvements ($8,802). The final amount allocated to this project was $100,174. Summary of Uses Activities Budget %of Budget Expenditures Program Administration $ 70,133 20% $ 70,133 Public Services $ 52,600 15% $ 42,913 *Capital Improvements $ 302,660 65% $ 298,691 TOTALS $ 425,393 100% $ 411,737 Additional funds were added to Sidewalk, Curb and Gutter Activity allocation ($25,450 plus $74,724) totaling $100,174. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 19 City of Newport Beach INSTITUTIONAL STRUCTURE 1. Describe actions taken during the last year to overcome gaps in institutional structures and enhance coordination. The City of Newport Beach continued to work with Orange County, the Orange County Housing Authority and various non-profit organizations to provide services to the City's residents. Through the cooperative efforts of these organizations, a variety of housing and community development programs were implemented throughout the community. The City maintained close contact with social service organizations funded by the City as well as other local service providers to coordinate efforts and to avoid the duplication of services. MONITORING 1. Describe how and the frequency with which you monitored your activities. Each program year, the City develops a custom monitoring schedule including each contractor / subrecipient. The monitoring plan includes the following tools: • Subrecipient Workshop / Onsite Technical Assistance Visit Desk monitoring • Performance reports • Onsite program and financial reviews An appropriate combination of these four items provides a clear and timely picture of each contractor/subreci pient's progress and level of compliance with program regulations. Annual Subrecipient Workshop / Onsite Technical Assistance Visits An annual workshop is provided for new subrecipients. At this workshop, City staff review the program reporting requirements and documentation/recordkeeping standards to foster compliance. For high risk agencies, an onsite technical assistance meeting may also be necessary to assess the subrecipient's capacity related to recordkeeping, service delivery, and/or accounting systems. These visits are conducted in August and February of each year. Desk Monitoring Annually, the City reviews copies of case files to ensure complete and accurate documentation regarding the following items: • Client eligibility (if applicable) • Property eligibility (if applicable) PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 20 City of Newport Beach ■ Appropriate funding levels for the activity • Compliance with all program requirements (i.e. environmental review) Performance Reports The City requires that performance reports from all subrecipients be submitted in order to facilitate the examination of a project's progress throughout the program year. The performance reports alert staff to any problems in subrecipient performance, need for technical assistance, and ensure data collection requirements are met. Annual Onsite Program and Financial Reviews The Department provides annual on-site reviews of all high-risk subrecipients in order to conduct a complete programmatic and financial monitoring. The Department will conduct on-site monitoring of low and moderate -risk subrecipients on a bi-annual basis. Monitoring Staff The City has the following monitoring duties: • Oversee the planning and budgeting process to ensure that projects and programs are consistent with the Consolidated Plan's identified high- and in some cases medium -priority strategic objectives and grant requirements. Staff also provides technical guidance regarding Affirmative Marketing and Fair Housing practices. • Provide technical guidance with each subrecipient partner regarding: program structure, income requirements, and document compliance. Staff reviews the City's monthly expenditure reports. At a minimum, staff performs quarterly draw downs in HUD's Integrated Disbursement and Information System (IDIS) against the appropriate grant. For IDIS, Staff gathers quarterly program statistical reports from the subrecipient partners and updates all necessary fields from setup to completion of each project and activity. Regular updating and draws ensures the City meets the CDBG timeliness deadline. As needed, staff performs environmental reviews and Davis -Bacon monitoring. • Review the invoices from each subrecipient and ensure timeliness with expenditures. • Provide technical guidance regarding all housing construction, demolition, and rehabilitation projects ensuring the correct number of units, timeliness in build -out, and approval of payments. For new construction, ensure compliance with all applicable local codes, ordinances, and zoning ordinances at the time of project completion. Provide monitoring orientation with all subrecipient partners and establish monitoring visits. The monitoring orientation includes the timing for monitoring visits. Subrecipient partners without problems or significant findings receive annual or PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 21 City of Newport Beach semi-annual monitoring visits, while new subrecipients and subrecipients with significant problems or complex projects receive quarterly visits. 2. Describe the results of your monitoring including any improvements. The Department achieved monitoring success through: • Pre -award screening, risk assessment, and orientation; ■ Strong written agreements; • Performance standards and program objectives; and ■ Defined monitoring of each subrecipient partner on quarterly, semi-annual, and annual basis. The City will continually refine its monitoring procedures to ensure that each monitoring has a meaningfully positive impact on the overall program and that projects have measurable outcomes. 3. Self Evaluation a. Describe the effect programs have in solving neighborhood and community problems. b. Describe progress in meeting priority needs and specific objectives and help make community's vision of the future a reality. c. Describe how you provided decent housing and a suitable living environment and expanded economic opportunity principally for low and moderate -income persons. d. Indicate any activities falling behind schedule. e. Describe how activities and strategies made an impact on identified needs. f. Identify indicators that would best describe the results. g. Identify barriers that had a negative impact on fulfilling the strategies and overall vision. h. Identify whether major goals are on target and discuss reasons for those that are not on target. i. Identify any adjustments or improvements to strategies and activities that might meet your needs more effectively. Program Year 2012-2013 was the nineteenth year that Newport Beach administered its own CDBG program since becoming a CDBG Entitlement Jurisdiction in 1994. The City completed all the planning requirements of the CDBG program and began program implementation on July 1, 2012. To facilitate the administration of the CDBG program, the City has retained a consultant to provide technical support and to oversee the City of Newport Beach CDBG activities and expenditures. CDBG grants were awarded to six (6) social service and fair housing agencies to address the supportive service needs of Newport Beach residents. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 22 City of Newport Beach Overall, the City has been successful in implementing the proposed projects during the nineteenth year of its CDBG program and first under the 2010-2014 Five -Year Consolidated Plan. The City utilizes its CDBG funds to address homeless issues, special needs and community development objectives. Housing objectives are primarily met with the use of local in -lieu fee proceeds. As a result, for this Report, the majority of the achievements in this report address the strategic plan objectives in which CDBG funds are utilized (homeless, special needs and community development objectives). The City has met the majority of the annual goals for the aforementioned objectives. The City met the following objectives for the program year: 2012-2013 Program Year Goals vs. Accomplishments Activity Accomplishment 2012-2013 2012-2013 Units Goals Accomplishments Housing: Section 8 Housing Choice Voucher and Housing Units 400 495 Rent -Restricted Units Fair Housing Activities: Fair Housing & Counseling Services People Served 200 187 Senior Services: People Served 100 112 Home Delivered Meals Program Special Needs/Non-Homeless: People Served 7 4 Battered and Abused Spousal Program Special Needs/Non-Homeless: Substance Abuse Rehabilitation Program People Served 7 7 Homeless and HIV/AIDS: Transitional Housing Program People Served 100 150 Public Services: People Served 100 0 Health Services Public Services: People Served 25 25 Youth Services Public Facilities: Section 108 Loan Repayment -Balboa Village Public Facilities 1 1 Upgrade Public Facilities with ADA Improvements: Sidewalk, Curb and Gutter Improvements -ADA Public Facilities 1 1 General Program Administration N/A N/A N/A The table in the Executive Summary and Managing the Process clearly demonstrate that the City met a majority of the quantifiable goals it proposed in the Five -Year Consolidated Plan and the One -Year Action Plan, and exceeded most goals. However, many of the City's programs have indirect benefits that are difficult to measure. For example, the full benefits of the Balboa Village Public Facility Improvements will not be realized until private businesses capitalize on the public investment, expand their operations and hire new staff. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 23 City of Newport Beach In establishing five-year priorities, the City of Newport Beach has taken two (2) concerns into consideration: 1) those categories of lower- and moderate -income households most in need of housing and community development assistance; and 2) which activities will best meet the needs of those identified households. The homeless, persons with special needs, and those at risk of homelessness are most in need of housing and community assistance. The City developed the following strategies to address the needs of such persons: • Provide supportive services and housing for the homeless and near homeless through support of social agencies and regional programs; • Provide supportive services for special needs populations; • Provide for the access needs of the physically challenged; and • Provide needed community services to those of lower- and moderate - income. The activities funded in program year 2012-2013 not only addressed the above strategies, but improved the quality of life for those identified as the most in need of housing and community development assistance. To illustrate, the City awarded the Fair Housing Foundation CDBG funds to help low and moderate -income and persons with special needs to remain in their homes. The Fair Housing Foundation assisted 187 persons with various fair housing services. The most noted example of how activities and strategies made an impact on identified needs during the 2012-2013 program year is Age Well Senior Services Mobile Meals Program. This organization provides home -delivered nutritious meals to homebound, disabled, low and moderate -income seniors and disabled persons in southern Orange County, including Newport Beach. Age Well Senior Services delivered nutritional meals to 112 seniors and disabled persons in the City during the program year. In an effort to increase supportive services to elderly residents and disabled persons, Age Well Senior Services has worked with HOAG Hospital to ensure that discharged low-income seniors and disabled persons can receive home delivered nutritionally appropriate meals. Such coordination has improved the access of seniors and disabled persons to services. Serving People In Need (SPIN) assisted 7 low- and moderate -income residents suffering from substance abuse. Families Forward provided emergency/transitional shelter to 150 people providing meals, shelter, clothing, case management and referral services to homeless families. Human Options provided services to 4 clients who are homeless because of domestic violence. This agency provides to battered women with children shelter, food, clothing, and counseling and legal advocacy. Share Our Selves (SOS) serves low- and moderate -income residents providing primary/urgent care on a daily walk-in basis, chronic care, and specialty care by PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 24 City of Newport Beach appointment to uninsured Orange County residents and patients in the County MSI Program. This activity provided a service to persons in need of medical and dental care. However, CDBG funds were ultimately not provided for 2012-2013 because the agency declined the grant due to compliance reporting requirements that conflicted with their newly adopted procedures. The Substantial Amendment to the Annual Action Plan 2010-2011 cancelled the Utility Assessment District Grant Program activity. Eight (8) applications were received in FY 2010-2011. The status and disposition of those applicants includes: Four (4) were determined eligible and provided with information on how to solicit bids and to contract for the work in conformance with the Program Guidelines. None of those four (4) applicants provided the documentation necessary to actually provide grant assistance. Two (2) were determined ineligible based on household income exceeding the 50% of AMI threshold. Two (2) applications were determined to be incomplete. Neither applicant provided the necessary documentation to complete their applications. Subsequent to cancellation, the entire $65,922 budget was re -allocated to the 2012- 2013 Sidewalk, Curb and Gutter Improvements activity. The City continues to look for ways to provide affordable housing to low- and moderate -income households by using resources such as City's in -lieu housing fund associated with market -rate development, as well as density bonuses and other incentives such as the waiver of processing and permitting fees, expedited review and processing, and relief from development standards. The City continues to look for potential developers of affordable housing for seniors and families to use these available funds. In program year 2012-2013, the City used in -lieu fee proceeds for plumbing repairs needed to preserve affordable housing units. The City continues to preserve affordable housing by monitoring existing affordable housing units and enforcing affordability covenants. Additionally, the City is working with developers to create over 100 new affordable housing units (see Affordable Housing Table in Section VII). Approval of four Affordable Housing Implementation Plans (AHIP) in conjunction with the approval of the following projects: • Santa Barbara Condominiums (79 units) - AHIP amended February 2012, to require the payment of in -lieu housing fee in the amount of $1.2 million into the City's Affordable Housing Fund. Payment of the fee is due upon issuance of building permits for the project (estimated in 2013 and 2014). • North Newport Center Planned Community Development Plan (524 units) - AHIP amended July 2012, to require the recordation of affordability covenants on existing market -rate rental units to maintain rents affordable for a period of 30 years to either 52 very low-, 79 low-, 105 moderate -income PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 25 City of Newport Beach households, or a combination of units. Affordable housing agreements will be recorded in the future based on phased schedule, in conjunction with the issuance of certificates of occupancy for the market -rate units in the project (estimated 2014/2015). • Banning Ranch (1,375 units) - AHIP approved July 23, 2012 (pending Coastal Commission approval), which includes a requirement that 15 percent of the units be affordable to either very low-, low-, or moderate -income households. A minimum of 50 percent of the affordable units must be constructed onsite, with alternative development options for the other 50 percent. The affordable units will be restricted for a period of 30 years. • Uptown Newport (922 units + 322 density bonus units) - AHIP approved March 12, 2013, requires that either 11 percent (102 units) of the units be rented at very low-income rates or 20 percent (185 units) of the units at low- income rates. Units must remain affordable for a period of 30 years. Alternatively, 40 percent (369 units) of the units may be sold at an affordable price for moderate -income households. A combination of these income groups can also be accommodated, subject to City approval. The Substantial Amendment to the Annual Action Plan 2011-2012 cancelled the Sidewalk, Curb and Gutter Improvements activity. The activity was not implemented during 2011-2012 due to insufficient CDBG funds. Subsequent to cancellation, the entire $8,802 budget was to be allocated to the new 2012-2013 Sidewalk, Curb and Gutter Improvements activity as part of the 2012-2013 Action Plan. The City completed an ADA Sidewalk Improvements to public facilities throughout the City to ensure accessibility to residents with disabilities during the 2012-2013 program year. The City set a goal of improving ADA access to two public facilities in the consolidated plan. The City cannot identify any barriers to strategies and activities at this time. As previously stated, the City is on target with major Strategic Plan goals and objectives. The City has no other adjustments to strategies and activities other than those previously mentioned in this report. LEAD-BASED PAINT 1. Describe actions taken during the last year to evaluate and reduce lead-based paint hazards. The City does not administer a general housing rehabilitation program that includes lead abatement and therefore has no method of directly reducing the threat of lead paint in the community. The City supports the efforts of the Orange County Department of Health Services, an organization that educates residents on the health hazards of lead-based paint through the dissemination of brochures to residents. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 26 II. HOUSING City of Newport Beach Housing Needs 1. Describe Actions taken during the last year to foster and maintain affordable housing. The City fosters and maintains affordable housing with local resources such as the in -lieu fee associated with market -rate development and local regulations such as density bonuses, waiver of processing and permitting fees, and the relaxation of development standards. The City continues to look for potential developers of affordable housing for seniors and families to use these available funds. In program year 2012-2013, the City used in -lieu fee proceeds for plumbing repairs needed to preserve affordable housing. In addition, City staff continued to monitor the number of affordable housing units and enforce the affordability covenants of units in Newport Beach. The table below provides a list of units that currently have affordability covenants and are located within the City of Newport Beach. The City is responsible for monitoring 377 of the 538 affordable units. City of Newport Beach - Affordable Housing Units Project Name Project Address Termination No. Units Unit Breakdown Date Newport Sea Crest 84315 1h Street 11/1/16 65 45-2 Bedroom 20-1 Bedroom -Apts. Newport Seaside Apts. 1544 Placentia Avenue 8/1/19 25 23-2 bedroom 2-3 bedroom Newport Seashore 849 West 15'h Street 7/1/18 15 2 bedrooms Apts. Newport Harbor 1 1538 Placentia Avenue 5/7/20 26 21-2 bedroom 5-3 bedroom Pacific Heights 881-887 W. 15`h Street 9/12/18 7 2 bedrooms Apartments Newport Harbor II 1530 Placentia Ave 7/16/23 14 10-2 Bedroom 4 -SRO Style Kirkwood (Villa del 401 Seaward Road 4/19/25 2 2 bedrooms Este Pro rietorshi Villa Sienna =East15 Street 07/02/22 3 2 bedrooms Condominiums Prorietorshi 851 Domingo Drive 851 Domingo Drive (County Perm. 28 Not monitored by Apts. Project Cit Seaview Lutheran 2900 Pacific View Dr.(Federal 03/26/21 100 1 bedroom Plaza Project Newport North 2 Milano Drive (County Perm. 133 Not monitored by Project Cit Lower Bayview 1121 Back Bay Drive Perm. 120 96-1 bedroom Housing24-2 bedroom TOTAL 538 TOTAL RENTAL UNITS MONITORED BY THE CITY: 377 PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 27 City of Newport Beach Specific Housing Objectives 1. Evaluate progress in meeting specific objective of providing affordable housing, including the number of extremely low-income, low-income, and moderate -income renter and owner households comparing actual accomplishments with proposed goals during the reporting period. The City divided its efforts to foster and maintain affordable housing into three specific objectives that are described more fully below. The three objectives are: • Add and maintain 34 affordable housing units • Maintain current level of Section 8 Vouchers • Ensure universal access to fair housing Maintain current level of Section 8 Vouchers The Orange County Housing Authority (OCHA) administers the Section 8 rental certificate and rental voucher program for the City. The Section 8 rental program provides rental assistance to very low-income families. In PY 2012-2013, 118 households received Section 8 rental assistance. Ensure universal access to fair housing The Fair Housing Foundation was allocated $12,000 to provide landlord tenant mediation, eviction prevention and fair housing counseling. Fair Housing Foundation made contacts with individuals in Newport Beach regarding fair housing issues, 187 persons received services. A comprehensive education and outreach program was implemented to ensure that residents, potential residents, landlords, real estate brokers and agents all have access to critical information needed to ensure fair housing choice throughout Newport Beach. HOUSING 5 -Year Strategy: Expand the supply of affordable rental and homeownership housing opportunities Outcome/Objective planned Activities performance 2012 2012 Statements Indicator Goals Achievements Acquisition of Affordability Covenants on Rental Properties Housing Units 0 0 (North Newport Center & Santa Affordability/Decent Barbara Condominiums) Construction of Multi- Family Affordable Housing Affordable Housing Units 0 0 Housing Units (Uptown Newport) PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 28 City of Newport Beach HOUSING 5 -Year Strategy: Preserve and improve the existing housing stock and ensure equal access Outcome/Objective planned Activities Performance 2012 2012 Statements Indicator Goals Achievements Section 8 Housing Choice Voucher Housing Units 400 495 and Rent -Restricted Units Housing Rehabilitation Programs Housing Units 7 0 Accessibility / Decent Affordable Housing Utility Connection Programs Fair Housing Program People 200 187 2. Evaluate progress in providing affordable housing that meets the Section 215 definition of affordable housing for rental and owner households comparing actual accomplishments with proposed goals during the reporting period. The City's goal is to preserve and increase housing affordability. The City expects to add at least 102 affordable housing units through the Uptown Newport project (formerly referred to as Airport Area Conexant in the Consolidated Plan with a goal of 68 units). Completion of half of these units is expected by 2018. The City established a Consolidated Plan goal of acquiring at least 34 affordable housing covenants by June 30, 2015. Currently, the City plans to acquire these covenants through the conversion of existing market rate apartments at The Bays Apartments into affordable units as a condition of the approval of the Newport North Center Planned Community. The completion of the project and the provision of the affordable units is not anticipated until 2015. The in -lieu fee paid as part of the Santa Barbara Condominiums project Affordable Housing Implementation Plan may also be used to create additional affordable units during the Consolidated Plan cycle. 3. Describe efforts to address "worst-case" housing needs and housing needs of persons with disabilities. In addition to the activities mentioned in questions number 1 and 2 of the Specific Housing Objectives Section above, the City addressed the needs of "worst-case" households through the funding of non-profit public service agencies. "Worst-case" households are defined as households that do not receive on-going rental assistance and pay more than one-half of their income for rent or live in severely inadequate housing. These households face the greatest risk of becoming homeless. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 29 City of Newport Beach Public Housing Strategy 1. Describe actions taken during the last year to improve public housing and resident initiatives. The City supported the Orange County Housing Authority (OCHA) efforts to maximize the use of Section 8 funds and other resources within Newport Beach. There are currently thirty-one (31) OCHA participating jurisdictions, including Newport Beach. Representatives from the participating jurisdictions meet at a minimum quarterly, often times monthly, to form the Cities Advisory Committee to assist the Orange County Board of Supervisors and the OCHA staff in accomplishing public housing goals. Newport Beach attends the meetings regularly and provides input on the OCHA Five -Year Strategic Plan, Annual Plan and Administrative Plans. Although there are currently no public housing units in Newport Beach, the City continued to participate on the Advisory Committee and support OCHA's efforts (1) in expanding affordable housing opportunities for Section 8 Voucher recipients, and (2) ensuring OCHA goals are consistent with the City's Consolidated Plan and Housing Element. Barriers to Affordable Housing 1. Describe actions taken during the last year to eliminate barriers to affordable housing. The City implemented the following actions to reduce barriers to affordable housing: • Continued to monitor all regulations, ordinances, departmental processing procedures, and residential development fees to ensure these requirements do not excessively constrain affordable residential development. • Continued to enforce the Inclusionary Housing Ordinance that requires market -rate developers to allocate between 10 and 20 percent of new units for low and moderate -income households. Developers can also opt for the in - lieu fee. The City currently has $2,275,613 million of in -lieu fees. In -lieu fees are reserved for the development or preservation of affordable housing. • Continued to offer density bonus incentives for the development of affordable housing pursuant to state density bonus requirements and Newport Beach Housing Element. • Offered fee waivers to developers of affordable housing. HOME/American Dream Down Payment Initiative (ADDI) The City of Newport Beach does not receive HOME funds. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 30 III. HOMELESS NEEDS City of Newport Beach Homeless Needs 1. Identify actions taken to address needs of homeless persons. The Strategic Plan addresses the needs of persons who are homeless and are at risk of homelessness. 1. Preserve the supply of emergency and transitional units available 2. Assist homeless and those at risk of homelessness 3. Assist homeless battered women and children Preserve the supply of emergency and transitional units available Three (3) of the six (6) public service agencies receiving CDBG funds from the City provided emergency or transitional housing for homeless persons in Orange County. These funded programs were: • Human Options —Emergency Shelter for Battered Women; • Families Forward - Transitional Housing Programs; and • Serving People in Need (SPIN) - Substance Abuse Rehabilitation Program. Assist homeless and those at risk of homelessness The City of Newport Beach provided financial assistance to Serving People In Need (SPIN), Families Forward, and Age Well Senior Services to provide access to recovery programs to homeless and low income individuals who otherwise could not afford such services. The program includes one month of room and board, counseling, and supplemental services focused on employment, medical assistance, and legal assistance. Home delivery meals twice daily to homebound persons to age, illness or disability. Please also see the services provided by the Fair Housing Council of Orange County in the General Narrative, Affirmatively Furthering Fair Housing. Assist homeless battered women and children The City of Newport Beach provided financial assistance to Human Options under the Domestic Violence Intervention/Prevention Program to provide temporary emergency shelter to battered and abused women and their children. This program also receives referrals through the Courthouse Family violence Outreach Center, Interval House Project, and Transitional Housing Project. 2. Identify actions to help homeless persons make the transition to permanent housing and independent living. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 31 City of Newport Beach In order to address homelessness in an effective, comprehensive manner, HUD asks cities to form Continuums of Care. A Continuum of care refers to an overall plan to coordinate the efforts of all involved parties to meet the needs of homeless persons and persons at risk of homelessness. The components of a continuum include homeless prevention, emergency shelter, transitional shelter, permanent supportive housing, and supportive services. The overall objective is to move homeless persons and families outside the service delivery system into emergency housing, then to transitional housing, and finally to self-sufficiency or permanent supportive housing. The City of Newport Beach actively participates in the Orange County Continuum of Care, a collaboration of other city jurisdictions, non-profit organizations, and local groups and charities. The City is involved with the Steering Committee and has assisted in the development of strategies to meet homeless needs. The City also funded several non -profits involved at different stages of the Continuum: Prevention: Emergency Shelter: Transitional Housing Permanent Supportive Housing Supportive Services: HOMELESS AND HIV/AIDS Fair Housing Foundation and Human Options Human Options & Families Forward Serving People In Need (SPIN), Human Options; and Families Forward None Families Forward, Human Options, and SPIN 5 -Year Strategy: Support a continuum of services in support of the City's and County's effort to end homeless and improve the quality of life for persons living with HIV/AIDS Outcome/Objective planned Activities Performance 2012 2012 Statements Indicator Goals Achievements Homeless Prevention Programs Transitional Housing Emergency Shelter to Victims of Accessibility/ Suitable Domestic Violence Living Environments People 100 150 Transitional Housing and Support Services for Victims of Domestic Violence Case Management and Other Services PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 32 City of Newport Beach 3. Identify new Federal resources obtained from Homeless SuperNOFA. The City of Newport Beach supports the County of Orange Housing and Community Services Department and the Orange County Partnership in their efforts to secure funds to end homelessness. In 2012 (most recent available), the County of Orange and OC partnership secured $14.8 million for the region through the Competitive Homeless SuperNOFA. While none of the funded projects are located in the City of Newport Beach, the region as a whole will benefit from the following new programs that were awarded funding in the Homeless SuperNOFA: • American Family Housing: $427,656 for 36 beds, supportive services, and operations to provide transitional housing to homeless • Orange County Housing Authority: $3,316,698 for 174 Housing Certificates for tenant -based rental assistance for disabled homeless • Orange County Housing Authority: $587,974 for 30 Housing Certificates for tenant -based rental assistance for disabled homeless • Orange County Housing Authority: $542,042 for 30 Housing Certificates for tenant -based rental assistance for disabled homeless • Mercy House: $124,719 for 27 beds, supportive services, operations and HMIS to provide transitional housing to homeless • Anaheim Supportive Housing Senior Adults: $167,020 for 12 beds, supportive services, operations and HMIS to provide permanent housing to homeless • Mercy House: $91,965 for 21 beds, supportive services and HMIS to provide transitional housing to homeless • Collette's Children's Home: $149,297 for 24 beds, supportive services, operations, leasing and HMIS to provide transitional housing to homeless • Human Options: $113,239 for 50 beds, supportive services and operations to provide transitional housing to homeless • John Henry Foundation: $149,157 for 6 units, supportive services and operations to provide permanent housing to homeless • OC Partnership: $58,130 for HMIS implementation • OC Partnership: $441,516 for HMIS to provide support services to providers who serve homeless subpopulations • Collette's Children's Home: $129,734 for 24 beds, supportive services, operations, leasing, and HMIS to provide transitional housing to homeless PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 33 City of Newport Beach • South County Outreach: $51,147 for 18 beds, supportive services and operations to provide transitional housing to homeless • South County Outreach: $179,311 for 50 beds, supportive services and HMIS to provide transitional housing to homeless • Thomas House: $89,506 for supportive services, operations and HMIS to provide transitional housing to homeless • Human Options: $31,380 for supportive services to homeless ■ YWCA Central OC: $95,668 for 11 beds, supportive services, operations and HMIS to provide transitional housing to homeless • Orange Coast Interfaith Shelter: $288,525 for 24 beds, supportive services, operations, leasing and HMIS to provide transitional housing to homeless • Veterans First: $162,745 for 24 beds, supportive services, operations and leasing to provide transitional housing to homeless • Families Forward: $76,001 for 35 beds, supportive services and operations to provide transitional housing to homeless • Veterans First: $259,661 for 28 beds, supportive services, operations, leasing and HMIS to provide transitional housing to homeless • Families Forward: $135,473 for 36 beds, supportive services and operations to provide transitional housing to homeless • Interval House: $73,268 for case management and supportive services to victims of domestic violence • Eli Home: $534,263 for 28 beds, supportive services, operations, leasing and HMIS to provide transitional housing to homeless • Fullerton Interfaith Emergency Shelter: $256,800 for low cost child care services to homeless families • Joseph House/Regina House: $120,260 for supportive services for homeless individuals • Orange County Housing Authority: $1,071,948 for 58 Housing Certificates for tenant -based rental assistance for disabled homeless ■ Orange County Housing Authority: $742,433 for 40 Housing Certificates for tenant -based rental assistance for disabled homeless PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 34 City of Newport Beach • Friendship Shelter: $75,225 to provide supportive services to the chronic homeless • Veteran's First: $215,696 for 22 permanent housing beds to serve disabled and chronic homeless veterans • WISE Place: $102,509 for 5 beds, supportive services, and operations to provide transitional housing to homeless • Colette's Children's Home: $160,274 for 24 beds, supportive services, operations, and HMIS to provide transitional housing to homeless (Anaheim) • Colette's Children's Home: $140,508 for 24 beds, supportive services, operations, and HMIS to provide transitional housing to homeless (Placentia) In addition to the agencies listed above, another twelve (12) agencies received funds totaling $3,632,386 from the SuperNOFA award. Specific Homeless Prevention Elements 1. Identify actions taken to prevent homelessness. Fair Housing Foundation — Fair Housing The City of Newport Beach provided financial assistance to continue to provide fair housing and landlord/tenant mediation to ensure universal access to fair housing to low and moderate income residents. Serving People in Need (SPIN) — Substance Abuse Rehabilitation Program This program provided access to recovery programs to homeless and low income individuals who otherwise could not afford such services. The program includes one month of room and board, counseling, and supplemental services focused on employment, medical assistance, and legal assistance. Human Options — Emergency Shelter for Battered Women The City of Newport Beach provided financial assistance to provide for emergency shelter, food, clothing, counseling, and legal advocacy to battered women and their children to ensure availability/accessibility of suitable living environment. Families Forward — Emergency Shelter and Transitional Housing The City of Newport Beach provided financial assistance. This program transits struggling families from crisis to stability and self-sufficiency. Please also see the services provided by the Fair Housing Council of Orange County in the General Narrative, Affirmatively Furthering Fair Housing. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 35 City of Newport Beach Emergency Solutions Grants (ESG) The City of Newport Beach does not receive ESG funds. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 36 IV. COMMUNITY DEVELOPMENT City of Newport Beach Community Development 1. Assessment of Relationship of CDBG Funds to Goals and Objectives a. Assess use of CDBG funds in relation to the priorities, needs, goals, and specific objectives in the Consolidated Plan, particularly the highest priority activities. b. Evaluate progress made toward meeting goals for providing affordable housing using CDBG funds, including the number and types of households served. c. Indicate the extent to which CDBG funds were used for activities that benefited extremely low-income, low-income, and moderate -income persons. The primary objective of CDBG Program is the development of viable urban communities, including decent housing, a suitable living environment and expanding economic opportunities, principally for persons of low- and moderate -income. Accordingly, the City of Newport Beach developed a Consolidated Plan — One -Year Action Plan that gave priority to meeting community housing, public service, fair housing, public facilities and improvements, ADA Accessibility programs. Through public meetings, and public hearings, the City provided residents and service providers an opportunity to help identify the City's major needs and thereby assist in the establishment of long and short term community development objectives. During the 2012-2013 fiscal year, the City expended CDBG funds in a manner consistent with meeting the National Objectives of the program. 100% of the CDBG funds expended were for activities that benefit low to moderate income persons. The percentage includes Administration and Planning activities. The following is a list of CDBG public service programs that were implemented: • Fair Housing and Landlord/Tenant Mediation Community Resource Center for Battered and Abused Spouse • Emergency/Transitional Housing Shelter Senior Services • Substance Abuse Rehab • Youth Employment Services PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 37 City of Newport Beach PUBLIC SERVICES 5 -Year Strategy: Contribute to the well-being of individuals, families, and neighborhoods Outcome/Objective Planned Activities Statements General Public Service Programs Employment and Other Training Programs Accessibility / Suitable Food and Essential Services Living Environments Family Services Health Services Youth Services Performance Indicator People 2012 Goals 100 2012 Achievements 25 The following is a list of CDBG housing and capital improvement projects that were implemented: • Section 108 Loan Repayment (Balboa Village Improvements) PUBLIC FACILITIES 5 -Year Strategy: Provide access to local public facilities that contribute to community and neighborhood development Outcome/Objective planned Activities Performance 2012 2012 Statements Indicator Goals Achievements Sustainability/ Section 108 Loan Repayment— Suitable Living Balboa Village Improvements Public Facilities 1 1 Environments 2. Changes in Program Objectives a. Identify the nature of and the reasons for any changes in program objectives and how the jurisdiction would change its program as a result of its experiences. The City did not make any changes to its program objectives. 3. Assessment of Efforts in Carrying Out Planned Actions a. Indicate how grantee pursued all resources indicated in the Consolidated Plan. b. Indicate how grantee provided certifications of consistency in a fair and impartial manner. c. Indicate how grantee did not hinder Consolidated Plan implementation by action or willful inaction. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 38 City of Newport Beach The City pursued all resources described in the PY 2012-2013 One -Year Action Plan. The City provided certifications of consistency upon request to non -profits that were pursuing activities and projects that worked toward meeting the strategic objectives and national objectives found in the Consolidated Plan and the Orange County Housing Authority (OCHA) for its Annual Plan. The City did not hinder the implementation of any portion of the Consolidated Plan through any action or willful inaction. 4. For Funds Not Used for National Objectives a. Indicate how use of CDBG funds did not meet national objectives. b. Indicate how did not comply with overall benefit certification. According to the CDBG Grantee Performance Report generated by HUD's Integrated Disbursement and Information System (IDIS), all CDBG funded activities, with the exception of administration, fair housing, and Section 108 repayments, satisfied the Low/Moderate Income National Objective. In the 2012-2013 One -Year Action Plan, the City certified that at least 70 percent of all CDBG funded activities would primarily benefit low and moderate -income persons. According to the CDBG Financial Summary Report (PR26) generated by HUD's Integrated Disbursement and Information System (IDIS), 100% of the City's CDBG expenditures went toward satisfying the national objective of serving persons of low- and moderate -income. 5. Anti -displacement and Relocation - for activities that involve acquisition, rehabilitation or demolition of occupied real property a. Describe steps actually taken to minimize the amount of displacement resulting from the CDBG-assisted activities. b. Describe steps taken to identify households, businesses, farms or nonprofit organizations who occupied properties subject to the Uniform Relocation Act or Section 104(d) of the Housing and Community Development Act of 1974, as amended, and whether or not they were displaced, and the nature of their needs and preferences. c. Describe steps taken to ensure the timely issuance of information notices to displaced households, businesses, farms, or nonprofit organizations. The City did not undertake any CDBG-funded activities that involved acquisition, displacement or relocation. 6. Low/Mod Job Activities - for economic development activities undertaken where jobs were made available but not taken by low- or moderate -income persons a. Describe actions taken by grantee and businesses to ensure first consideration was or will be given to low/mod persons. b. List by job title of all the permanent jobs created/retained and those that were made available to low/mod persons. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 39 City of Newport Beach c. If any of jobs claimed as being available to low/mod persons require special skill, work experience, or education, provide a description of steps being taken or that will be taken to provide such skills, experience, or education. The City did not undertake any CDBG-funded activities using the economic development or job creation national objective. Low/Mod Limited Clientele Activities - for activities not falling within one of the categories of presumed limited clientele low and moderate income benefit a. Describe how the nature, location, or other information demonstrates the activities benefit a limited clientele at least 51% of whom are low- and moderate - income. The City funded several activities on the basis that at least 51 percent of the beneficiaries of the service would be of low- or moderate -income. All funded services that qualified as a Low/Mod Clientele activity either served homeless persons, who qualify as a presumed benefit sub -population, or verified the income of the beneficiary upon intake. At least 51 percent of beneficiaries for each CDBG- funded activity were documented or presumed to be of low- and moderate -income. 8. Program income received a. Detail the amount of program income reported that was returned to each individual revolving fund, e.g., housing rehabilitation, economic development, or other type of revolving fund. b. Detail the amount repaid on each float -funded activity. c. Detail all other loan repayments broken down by the categories of housing rehabilitation, economic development, or other. d. Detail the amount of income received from the sale of property by parcel. The City did not receive any CDBG program income in PY 2012-2013. 9. Prior period adjustments - where reimbursement was made this reporting period for expenditures (made in previous reporting periods) that have been disallowed, provide the following information: a. The activity name and number as shown in IDIS; b. The program year(s) in which the expenditure(s) for the disallowed activity(ies) was reported; c. The amount returned to line -of -credit or program account; and d. Total amount to be reimbursed and the time period over which the reimbursement is to be made, if the reimbursement is made with multi-year payments. There were no prior period adjustments. 10. Loans and other receivables a. List the principal balance for each float -funded activity outstanding as of the end of the reporting period and the date(s) by which the funds are expected to be received. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 40 City of Newport Beach b. List the total number of other loans outstanding and the principal balance owed as of the end of the reporting period. c. List separately the total number of outstanding loans that are deferred or forgivable, the principal balance owed as of the end of the reporting period, and the terms of the deferral or forgiveness. d. Detail the total number and amount of loans made with CDBG funds that have gone into default and for which the balance was forgiven or written off during the reporting period. e. Provide a List of the parcels of property owned by the grantee or its subrecipients that have been acquired or improved using CDBG funds and that are available for sale as of the end of the reporting period. The City did not used CDBG funds for any float -funded activities. 11. Lump sum agreements a. Provide the name of the financial institution. b. Provide the date the funds were deposited. c. Provide the date the use of funds commenced. d. Provide the percentage of funds disbursed within 180 days of deposit in the institution. The City has no lump sum agreements. 12. Housing Rehabilitation - for each type of rehabilitation program for which projects/units were reported as completed during the program year a. Identify the type of program and number of projects/units completed for each program. b. Provide the total CDBG funds involved in the program. c. Detail other public and private funds involved in the project. The Substantial Amendment to the Annual Action Plan 2010-2011 cancelled the Utility Assessment District Grant Program activity. The following is a brief narrative of the reason for cancellation: Eight (8) applications were received in FY 2010-2011. However, the status and disposition of those applicants includes: Four (4) were determined eligible and provided with information on how to solicit bids and to contract for the work in conformance with the Program Guidelines. None of those four (4) applicants provided the documentation necessary to actually provide grant assistance. Two (2) were determined ineligible based on household income exceeding the 50% of AMI threshold. Two (2) applications were determined to be incomplete. Neither applicant provided the necessary documentation to complete their applications. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 41 City of Newport Beach Subsequent to cancellation, the entire $65,922 budget was allocated to the 2012- 2013 Sidewalk, Curb and Gutter Improvements activity. 13. Neighborhood Revitalization Strategies - for grantees that have HUD -approved neighborhood revitalization strategies a. Describe progress against benchmarks for the program year. For grantees with Federally -designated EZs or ECs that received HUD approval for a neighborhood revitalization strategy, reports that are required as part of the EZ/EC process shall suffice for purposes of reporting progress. The City did not have a Neighborhood Revitalization Strategy Area in PY 2012-2013. Antipoverty Strategy 1. Describe actions taken during the last year to reduce the number of persons living below the poverty level. In Program Year 2012-2013, the City provided CDBG funding to support several programs to maintain or increase the client's level of self-sufficiency and ability to escape poverty. The following programs directly assisted low- and moderate -income persons: 1. Senior Services Home -Delivered Meal Program 2. Human Option/Emergency Shelter for Battered Women 3. Families Forward/Emergency/Transitional Shelter 4. SPIN/Substance Abuse Rehabilitation 5. Youth Employment Services/Employment Related Services PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 42 V. NON -HOMELESS SPECIAL NEEDS City of Newport Beach Non -homeless Special Needs 1. Identify actions taken to address special needs of persons that are not homeless but require supportive housing, (including persons with HIV/AIDS and their families). The City funded a number of programs that address the special needs of persons that are not homeless but require supportive housing. These programs include: Age Well Senior Services Home -Delivered Meal Program Provided home delivered meals to seniors and disabled persons to reduce the possibility of institutionalization. Human Options — Battered and Abused Spousal Program Provided a wide variety of counseling and educational programs to help victims and their family members deal with the effects of domestic violence. Services also include emergency shelters and transitional housing. SPIN Substance Abuse Rehabilitation Program Administered a substance abuse recovery program to help persons regain their self- sufficiency. SENIOR SERVICES 5 -Year Strategy: Provide quality supportive services so elderly residents can live as independently as possible Outcome/Objective Planned Activities Performance 2012 2012 Statements Indicator Goals Achievements General Senior Programs Accessibility /Suitable Information and Referral Programs Living Environments People 100 112 Food and Essential Services Senior Transportation Services PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 43 City of Newport Beach SPECIAL NEEDS/NON-HOMELESS 5 -Year Strategy: Help persons with special needs live as independently as possible Outcome/Objective Planned Activities Performance 2012 2012 Statements Indicator Indicator Goals Achievements General Public Service Programs Battered and Abused Spousal Employment and Other Training Programs Programs Food & Essential Services Food and Essential Services People 100 25 Referral and Case Management People 7 4 Services Family Services Employment Training and placement Health Services Accessibility / Suitable for persons with Disabilities Youth Services Living Environments Upgrade Public Facilities with ADA Public Facilities 1 1 Improvements Substance Abuse Rehabilitation People 7 7 Services PUBLIC SERVICES 5 -Year Strategy: Contribute to the well-being of individuals, families, and neighborhoods Outcome/Objective Planned Activities Performance 2012 2012 Statements Indicator Goals Achievements General Public Service Programs Employment and Other Training Programs Accessibility / Suitable Food and Essential Services People 100 25 Living Environments Family Services Health Services Youth Services PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 44 City of Newport Beach Specific HOPWA Objectives The City of Newport Beach does not receive HOPWA funds. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 45 V1. OTHER NARRATIVE City of Newport Beach 1. Include any CAPER information that was not covered by narratives in any other section. Minority Business Enterprise / Women -Owned Business Enterprise (MBE- WBE) As an Entitlement recipient of CDBG funds, the City of Newport Beach is required to provide business opportunities to minority and women -owned businesses in connection with the activities funded through the CDBG grant. This requirement is applicable to contracting and subcontracting opportunities funded in whole or in part with the federal housing and community development assistance provided to the City as a grantee. OMB Circular A-102 states that "It is national policy to award a fair share of contracts to small and minority business firms. Grantees shall take similar appropriate affirmative action to support of women's enterprises and are encouraged to procure goods and services from labor surplus areas." The Uniform Administrative Requirements of 24 CFR 85.36(e) require the City to "take all necessary affirmative steps to assure that minority firms, women's business enterprises, and labor surplus area firms are used when possible." Further, the City is required under §570.507(b) - Reports (24 CFR Part 570, CDBG Final Rule) to submit a report to the U.S. Department of Housing and Urban Development (HUD) on the City's MBE-WBE contracting and subcontracting activity generated through the expenditure of HUD funds. To comply with these requirements, the City includes MBE-WBE firms on its bid solicitation lists and encourages MBE-WBE firms to compete for CDBG-funded construction contracts. The City's Economic Development Coordinator ensures that the Contract -Subcontract Activity Report and the MBE-WBE Summary Report are submitted to the Los Angeles Field Office of the U.S. Department of Housing and Urban Development as required. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 46 APPENDICES APPENDIX "A" SUMMARY OF ANNUAL OBJECTIVES City of Newport Beach HOUSING 5 -Year Strategy: Preserve and improve the existing housing stock and ensure equal access Summary of Specific Annual Objectives CPMP Version 2.0 Specific Obj. # Outcome/Objective Specific Annual Objectives —7 Sources of Funds Performance Indicators Year Expected Number Actual Number Percent Completed DH -1 Availability/Accessibility Availability/Accessibilityof Decent Housing Section 8 Housing Choice Voucher - Maintain existing level of Section 8 housing vouchers and rent -restricted units within the City at risk of conversion to market rate housing through refinancing. Section 8 Housing Units 2010 400 409 102% 2011 400 497 124% In -Lieu Fee 2012 400 495 124% 2013 400 o 0% 2014 400 0% MULTI-YEAR GOAL 2000 1401 70% DH -1 (1) Housing Rehabilitation Programs & Utility2010 Connection Programs - Prevent deterioration of property and provide financial assistance for repair, rehabilitation, and utility underground hook-ups to low- and moderate -income households. CDBG Housing Units 7 0% 2011 5 0% 2012 3 0% 2013 3 0% 2014 3 0% MULTI-YEAR GOAL 21 0 0% Fair Housing Program - Ensure universal access to fair housing choice within the City. CDBG2010 People 200 160 80% 2011 200 161 81% 2012 200 187 943T 2013 200 0% 2014 200 0% MULTI-YEAR GOAL 1000 508 51% 2010-2014 Consolidated Plan Strategies and Specific Annual Objetives City of Newport Beach CPMP Version 2.0 HOUSING 5 -Year Strategy: Expand the supply of affordable rental and homeownership housing opportunities Summary of Specific Annual Objectives Specific Obj. Outcome/Objective Sources of Funds Performance Indicators Year Expected Number Actual Number Percent Completed Specific Annual Objectives DH -2 Affordability of Decent Housing Acquisition of Affordability Covenants on 2010 0 0% Rental Properties - Expand the supply of In -Lieu Fee 2011 0 0% housing units affordable to low- and moderate -income within the City. Housing Units 2012 0 0% 2013 22 0% 2014 12 0% DH MULTI-YEAR GOAL 34 0 0% -2 (1) Construction of Multi -Family Affordable 2010 01 0% Housing Units - Increase supply of housing Density Bonus 2011 0 0% units affordable to low- and moderate- income households through new construction. Housing Units Tax Credits 2012 0 0% 2013 0 0% 2014 68 0% State HOME MULTI-YEAR GOAL 68 0 0% 2010-2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B" City of Newport Beach CPMP Version 2.0 SENIOR SERVICES 5 -Year Strategy: Provide quality supportive services so elderly residents can live as independently as possible Summary of Specific Annual Objectives Specific Obj. # Outcome/Objective Specific Annual Objectives Sources of Funds Performance Indicators Year Expected Number Actual Number Percent Completed SL -1 Availability/Accessibility Availability/Accessibilityof Suitable Living Environment Improve supportive services for elderly 2010 100 144 144% residents through: CDBG 2011 100 145 145% SL -1 (1) - General Senior Programs - Information and Referral Services - Food and Essential Services People 2012 100 112 112% 2013 100 0% 2014 100 0% - Senior Transportation Services MULTI-YEAR GOAL 500 401 80.2% 2010-2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B" City of Newport Beach SPECIAL NEEDS/NON-HOMELESS 5 -Year Strategy: Help persons with special needs live as independently as possible Summary of Specific Annual Objectives CPMP Version 2.0 Specific Obj. # Outcome/Objective Specific Annual Objectives Sources of Funds Performance Indicators Year Expected Number Actual Number Percent Completed SL -1 Availability/Accessibility Availability/Accessibilityof Suitable Living Environment Increase services to low- and moderate -income persons with special needs through: - Battered and Abused Spousal Programs - Food and Essential Services - Referral and Case Management Services - Employment Training and Placement of Persons with Disabilities CDBG People 2010 7 13 186% 2011 7 14 200% 2012 7 4 57% 2013 7 0% 2014 7 0% MULTI-YEAR GOAL 35 31 88.6% SLA (2) Upgrade Public Facilities with ADA Improvements - Increase accessibility of persons with disabilities to public facilities. CDBG Public Facilities 2010 0% 2011 0% 2012 1 1 0% 2013 0% 2014 1 0% MULTI-YEAR GOAL 2 1 50.0% Substance Abuse Rehabilitation Services - Increase supportive services for persons suffering from substance abuse. CDBG People 2010 8 8 100% 20111 8 7 88% 20121 8 7 88% 2013 8 0% 2014 8 0% MULTI-YEAR GOAL 1 40 22 55.0% 2010-2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B" City of Newport Beach HOMELESS AND HIV/AIDS CPMP Version 2.0 5 -Year Strategy: Support a continuum of services in support of the City's and County's effort to end homeless and assist in improving the quality of life for persons with HIV/AIDS Summary of Specific Annual Objectives Specific Obj. Outcome/Objective Sources of Funds Performance Indicators Year Expected Actual Percent # Number Number Completed Specific Annual Objectives SL -1 Availability/Accessibility Availability/Accessibilityof Suitable Living Environment Preserve the supply of emergency and transitional housing, increase supportive services for persons 2010 100 144 144% living with HIV/AIDS, and improve services for CDBG homeless persons and prevent those at -risk of 2011 100 147 147% homelessness through: - Homeless Prevention Programs People 2012 100 150 150% SL -1 (3) - Transitional Housing Emergency Shelter to Victims of Domestic Violence 2013 100 0% - Transitional Housing and Support Services for Victims of Domestic Violence 2014 100 0% Case Management and Other Services MULTI-YEAR GOAL 500 441 88.2% 2010-2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B" City of Newport Beach PUBLIC SERVICES 5 -Year Strategy: Contribute to the well-being of individuals, families, and neighborhoods Summary of Specific Annual Objectives CPMP Version 2.0 Specific Obj. Outcome/Objective # Sources of Funds Performance Indicators Year Expected Number Actual Number Percent Completed Specific Annual Objectives SLA Availability/Accessibility Availability/Accessibilityof Suitable Li, Environment Provide and improve public services to low- 2010 100 369 369% and moderate -income persons through: - General Public Services CDBG 2011 100 404 404% 2012 100 25 25% SL -1 (4) Employment and Other Training Programs _ Food and Essential Services People 2013 100 0% - Family Services - Health Services 2014 100 0% MULTI-YEAR GOAL 5001 798 159.6% Youth Services 2010-2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B" City of Newport Beach CPMP Version 2.0 PUBLIC FACILITIES 5 -Year Strategy: Provide access to local public facilities that contribute to community and neighborhood development Summary of Specific Annual Objectives Specific Outcome/Objective Ob'. # 1 Specific Annual Objectives Sources of Funds Performance Indicators Year Expected Number Actual Number Percent Completed SL -3 Sustainability of Suitable Living Environment SL -3 1) ( Repayment Section 108 Loan / Balboa Village Improvements - Preserve community infrastructure in order to eliminate blight, blighting influences, and prevent deterioration of property. The improvements will stimulate future economic investments and create a suitable living environment. CDBG Public Facility 2010 1 1 100% 2011 1 1 100% 2012 1 1 100% 2013 1 0% 2014 1 0% MULTI-YEAR GOAL 5 3 60.0% 2010-2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B" APPENDIX "B" CPMP PROJECT SUMMARIES _ _ Grantee Name: City of Newport Beach Project Name: CDBG Administration Description: I IDIS Pro'ect u: 2012-01 lU0GCmi ICA62454 NEWPORT BEACH This project provided for the overall administration of the CDBG Program, to include: preparation and submission of the Annual Action Plan and the CAPER, IDIS data input, provision of technical assistance, monitoring of all projects, and overall fiscal management. Location: Priority Need Cationmy Cityof Newport Beach 100 Civic Center Drive Select one: g, mm�Aominlevanon ❑R Newport Beach, CA 92660 Explanation: Expected Com letion Date: The goal of the City's CDBG program is to provide decent housing, housing choice, suitable living environment and economic opportunity for all residents, businesses and visitors. Staff responsible for CDBG administration 6/30/2013 lecdveyadii O Decent H.dh, work towards these endeavors. ® suitable Living Environment O Ecd is Opportunity Specific Objectives outcome Categories 1 Improve one services or lao'Tdd mm a persons 7 121 Avallabllity/Accessibility ❑Affordability 2 T 3 V ❑slstainabiuty 4cmmpr Type. LTJ Proposetl N/A ompr Type' O Proposed Underway CUnderway complete complete EPro ram Year i Program Year 4 yN nmpr TYpe' , Proposed N/A Nc=nmpi I'd. O Proposed U _ Underway Underway u E of Pro ram Year 2 Program Year 5 Complete com late d y t� nmpl. TVpe tv Proposed N/A An-mpl. Twe- 7 Proposed QUnderway Underway Complete complete Program Year 3 1 Con Plan Period Proposed Outcome Performance Measure I Actual Outcome Access to decent housing and National Objective: N/A individual CDBG Project suitable living environment Ised 2IA General Program AEminlstratlon 5]0.206 ' M'M. Creep .ullx Coloy UIV "I'llCates s" Means Codes -Mail, Coles M CDBG Pta osed Amt. 560 285 rund 5aurcel R Proposed Amt. s. Actual Amount $60 285 Actual Amount rune source'. O Proposetl Amt Ione Source. O Proposed Amt. q y Actual Amount Actual Amount _= A ompr. Type. O Proposed units N/A nmol. rvpe. Q Proposed units at Q Actual Units N/A Actual Units 6 Accom 11. Type'. OProposed Units Accompl. Type OProposed Units Actual Units Actual Units N CDBG y Proposed Amt. $52,755 rund sources Proposed Amt. Actual Amount $52,164 Actual Amount yrund souree. L Proposed Amt. I.np suurce O Proposed Amt. Actual Amount Actual Amount umpl. Types O Proposed Units N/A ompr Type O Proposed units AA m Actual Units N/A Actual Units b a ompl. Type: LJProposed Units Ac—pl. Type; E)ProposedUnits Actual Units Actual Units CA CDBG v Proposed Amt $58,133 rund sources R Proposed Amt. Actual Amount $58,133 Actual Amount W Flop uurce O Proposed Amt. uu==e O Proposed Amt, Actual Amount Actual Amount FA ompr Type O Proposed units N/A ompr Type O proposed units Or Actual Units N/A Actual Units A O Proposed Units ompl_Tvpe' 4<compL Type. O Proposed Units 6 A.tual Units Actual Units OProposed Amt, ne source. O Proposed Amt. 1 Actual Amount Actual Amount qe W 5ourte'. j run O Proposed Amt proposed Amt. Actual Amount Actual Amount E ACCOMPI. TVpA Proposed Unitsompr Type 1-1 Proposed Units U Or Aual Units Actual Units C G ompl. rvpe. � Proctposetl Units um e O Proposed Units Actual Units Actual Units N c ac O Proposed Amt. ne sowce. O Proposed Amt. Actual Amount Actual Amount y(Other D Proposed Amt Tuna G-red O Proposed Amt. Actual Amount Actual Amount E ' o - Type O Pro osed Units Acco.11 Type. 7 P.... sed Units Or Actual Units Actual Units O 6 A um ef Proposed Units um e O proDoutl Units Actual Units Actual Units Grantee Name: City of Newport Beach Pro ect xame: Fair Housin Services oeccePthash I IID1SProjei 2012-02 JUMCmias ICA62454 NEWPORT BEACH The project provided fair housing education, counseling, and enforcement services to current or potential Newport Beach residents, coupled with landlord/tenant counseling services. These services impact and benefit target CABG areas and the extremely -low to moderate Income population. [oration: Poo: Need cat. Falr Housing Foundation Baa6¢/alydl�alvnD 3605 Long Beach Blvd. Select one: Long Beach, CA 90807 Explanation: hi edea compiled— Date: 6 30/2013 pan, ® Decant Housing Low-income and special needs persons often have limited resources to address any landlord/tenant concerns, or other issues that affect their housing. Providing access to fair housing services improves housing choice, ensures decent housing and a more suitable living O Suitable Wing Environment environment. O Er.nemlco rtunl Outtome categories lEtPae aismalla&xelaxallpv® � 2 #t e+Awis lily/Aeretibility meabOty ❑NSlstabliaility 3 of goals v Proposed! mltope O Proposed unee�,ra Um en ra in com cote com lore d m Program Yea Pro ram Year4 aE U s mPmla 0 Proposed 200 mPmle 0 Premium] G= u n o E Program Year Z UnderwayUnderway Proram Year 5 Complete 161 com fete A. m{Ytpe OR Proposed 200 mNgse O ore .seal a Urn erwa unnera a Jansenism Year 3 com let, 187 Con an Pend com le[e Pro osed Outcome I Performance Measure Actual Outcome Accessibility for the purpose of inatchal objective: N/A OH -1 Availability/Accessibility providing decent affoiable M1ousing 3IDry Hs®9lmwaa t%al Yto3P/eAfiin mN 96MY�-MnixrNas Nsal:rN� n-wbixmeb i o Maniacal o sold Sw� O mt rW Seam O Pro osee Amt. unt Actual Amount Y 1 W O n and5dsm O Promt 9A�u.lunt IM xsrl 5os2 O Pro osee Amt. Actual Amount A®ql ,11 1 OPro osetl Units Actual Units `Ikmrq. Type O P....setl Unib I Actual Units Aiiggd y¢ O grog.seal Units AxmTl. Tlie O amposee units Actual Units Actual Units Q'tlf+ O Proposes Amt. $12,000 Rsd ab adc O Proposed Amt. N Actual Amount $12,000 Actual Amount otic. Proposeal Amt $581,359 Fund Yss� Proposeal Amt. d Actual Amount 4581,359 Actual Amount W F4,le I V Proposed Units zoo A...#Type OProoaae Unib QActual Units 161 Actual Units M A®gs, haws O Proposed Units NmtCI T11s W Pr. ice" Units Actual Units Actual Units Q9 O Pra osM Amt. $12,000 and SLtc O Prop.seal Amt. M Actual Amount $12,000 Actual Amount olc r I Pro .seal Amt. Fad Saab L.11 Proposed Amt. 10 Actual Amount Actual Amount E 01lloYle Pro osed Units 200 Atmnq. type Pro osee Units Actual Units 107 Actual Units n Accompudi O Pw osM Units A'mipLTyle O Pw osed Vnits Actual Units Actual Unib 69' © Proposed Amt Rad9LB O Pra .sM Amt. as s Actual Amount Actual Amount other Pro.seal Amt Fsd Sash Prosed Amt. y T Actual Amount Actual Amount E � m Rnla O Proposed Units A®rl. T1}c O Proposed units EActual n Units Actual Units A ts. Twe O Pro oaM Units Avarpl.TyTe Q entries" units Actual Unib Actual Units t1iBG O Proposed Amt Fsd Sssrc O lam osed Amt. N Actual Amount Actual Amount y DEc Proposed Amt amalgamates V Proposed Amt. pW1 Actual Amount Actual Amount O19S1e Proposed Units Actual Units Nmrp. Tµ O Pra .seal Units Actual Units a Gn A®rpL T\pe O Pmposed Unib ;®q The O Proposed units Actual Units Actual Unit, Grantee Name: City of Newport Beach Project Name: Resorce Center Human Options: Communl u Description: rots Project a: 2012-03 uos code: CA62454 NEWPORT BEACH This project provided a wide variety of counseling and educational programs to help victims and their family members deal with the effects of domestic violence. CDBG funds were used to pay for a portion of the salaries of staff who provide counseling and case management services. Location: Priority Need Category Community Resource Center 5540 Trabucco Read Select one: pueuc sermcer O Irvine, CA 92620 Explenatlom Expected eompletlon Date: Victims of domestic violence who flee their abuser often need confidential support services and housing. Many victims flee an abusive situation without the resources (food, clothing, etc.) necessary to support themselves. This 6/30/2013 ry O Decent housing can often lead to homelessness. ® Swtubb Lying Enmmnment National Objective Citation: LMC 570.208(a)(2)(i)(A) O Economic Opportunity Specific objectives Outcome Cate9odes 1 t rove P, ..e,w,e. or o,-,/mod income I .... ns O 2 O DAyallabilin/Acwssibirty ❑efibu Nlily 0socanabilty3 O eople O Proposed ] 01 P"P1' a Proposed x _ e o Pm ram Year 1 Underway Program Year 4 Underway complete Complete 13 L01 People Proposed ] 01 People , Proposed Underway Underway °i F o E E Pro ram Year 2 Program Year 5 complete 14 Complete 1 3 01 People O Proposed ] Accompl Type ' O Proposed aUnderway Underway complete 4 Program Year 3 Con Plan Period Complete Proposed Outcome Performance Measure =Actual Outcome Accessibility for the purpose of 1people SL-1 Availability/Accesslbility creating suitable living environment aeae.ed end Ab..m sp..... 570. oelei O eta. code. O oma s.nered eed peen spree sro.xm .) 0 em. cine. O yNe". code. matry code 0 ti c O Proposed Amt. $4,600 rime saerce: O Proposed Amt. Actual Amount $2,719 Actual Amount yOther O Proposed Amt 408 699 rand 5eer<e, Proposed Amt. E Actual Amount Actual Amount $40B,698 77 people , Proposed Units ] ompr Tvpe Proposed Units U 6 Actual Units Actual Units 13 .mpr Type: O Proposetl Units ompi. Type O Proposed Units Actual Units Actual Units N laytP O Proposed Amt. $3867 fund save= O Proposed Amt. Actual Amount $3769 Actual Amount yother v Pm osed Amt 426931 fun. Source. R Proposed Amt. E Actual Amount Actual Amount $425,931 o people Proposetl Units ] �— A11IMPI. ryp_ I,j Proposed Units Actual Units 14 Ce O 6 Actual Units A omp rete: O Proposed Units u:npl. Tvpe O Proposed Units Actual Units Actual Units M r O Proposed Amb $4,000 msource: O Proposed Amt. Actual Amount $3313 Actual Amount soOther } Pro osetl Amt fund Seur<n pro osed Amt. NProposetl Actual Amount Actual Amount Units ] mpl.Type: oProposed Units Actual Units 4 N S Actual Units pmnmpr type O Proposed Units ompl. TIP., O Proposed Units Actual Units Actual Units O coat V Proposetl Amt. oe sour.. Proposed Amt. Actual Amount Actual Amount E at Peter O Proposed Amt, "Perry O Proposed Amt. Actual Amount Aci Amount p1 peopleO Proposed Units ompl. ryp.: O Proposed Units eOt L 6 Actual Units Actual Units A«ompl. Type: V Pro osed Units Accompl, Type: Proased Units Actual Units Actual Units N can O Proposed Amt. fund source: Proposed Amt. Actual Pmount Actual Amount is E q Other O Proposed Amt. funBspura: 7 Proposed Amt. Actual Amount Actual Amount o1 ..cote O Proposetl Units ompl. Type: O Proposed Units Ol 6 Actual Units Actual Units Ac<ompL TYoe: 7 Proposed Units Ale.r Type: U Pro osed Units Actual Units Actual Units Grantee Name: City of Newport Beach Project Name: Families Forward: Transitional Housin Pro ram Description: xoxs Project u: 2012-04 uoe cone: CA62454 NEWPORT BEACH The Transitional Housing program assisted homeless families to regain stability and self sufficiency. The target population is homeless families with children. The program provided case management and supportive services to households residing in Families Forward transitional housing units. COBG funds were used to pay for a portion of the salary of a case manager. Lodation: llnol Priority Need category Families Forward eusuc senores 9221 Irvine Blvd. Select one: O Irvine, CA 92618 Explanation: Expected Completion Date: Provide needed services for low/mod income persons by preserving the supply of emergency and transitional units and those at risk of homeleness. National Objective Citation: LMC 520 208(a)(2)(1)(A) 6/30/2013 Iec ne Ussigo, 0 Decent Housing 0 Sultable Living Environment O Economic opportunity outcome Categor 1t nese..—oro —1— er--me.e mm e.me.eoe Dune, O 2 tm mos a seers re: r ew/mo mco e percoe: I]Availabillry/AccessINIIN ❑AffgMabillN ❑SustalnaNlly 3 O ysv 0 > Peepu O Proposed 100 in People O Proposed Program year 1 Underway Program Year 4 underway complete Complete 194 Lm U _ N u o v=eer= O Pro ram Year 2 Proposetl 100 veopi= O PrD ram Year 5 Proposed ands, Underway cam lets tam lets 142 p Y p=Dpi= j__ Proposetl empt rvp= Proposed underway aunderway tamplete 150 complete Program Year 3 Con Plan Period Proposed Outcome Performance Measure Actual Outcome Accessibility for the purpose of People SL -1 Avallablllty/Accessibility creating suitable living environment pesnc s=rv,c=e(ueoere0 szo.zml=1 matt', Cpdee O m, come n, codes O 1.1— coded O N 'c O Proposed Amt. $10,000 reed source: a Proposetl Amt. Actual Amount SO 000 Actual Amount pcorer 0 pro osetl Amt. $1,104,907 ea source: ❑v Proposed Amt. E Actual Amount $1,104,907 Actual Amount of people Proposed Units loo Accompi. iype: O Proposed Units o 6 Actual Units 144 Actual Units —Ii, ryp= O Proposed Units ompl. ryp= O Proposed Units Actual Units Actual Units N c O Proposed Amt. $8,406 - owe=. O Proposed Amt. Actual Amount $8,406 Actual Amount Due. O Proposed Amt. $1,043,610 ewe O Proposed Amt. Eof Actual Amount $1,043,610 Actual Amount People O Proposetl Units 100 4cmmpr iype: O Proposed Units OI 6 6 Actual Units 147 Actual Units umpi. ryp= O proposetl Units omp�� rvp= Proposed Units Actual Units Actual Units m cuss O Proposed Amt.$9,000 reed soerc=: O Proposed Amt. Actual Arom 9000 Actual Amount Qrnd sorcooa Proposed Amt. E Actual Amount Actual Amount at People O Proposed Units 150 pmpi. ryp.: O Proposed Units m S,L Actual Units 150 Actual Units rroe O Proposed Units Alllmpi. ryp= O Proposed Units Actual Units Actual Units ,Q runs O Proposed Amt. Dere=. O Proposed Amt. Actual Amount Actual Amount .r OProposed Am 5eurce Proposed Amt. E Actual Amount Actual Amount m People O Proposed Units acmmpi. iype: Proposed Units OI O C Actual Units Actual Units n dmvl,rvv= Proposed Units proposed Units Actual Units Actual Unita M CDBG O Proposed Amt. - owe=. O Proposed Amt. Actual Amount Actual Amount pov,,r O Proposed Amt. ea s—, O Proposed Amt. q Actual Amount Actual Amount pt people O Proposed Units ompi. iype CI Proposed Units 01 Gompl. Actual Units Actual Units ryp= Proposed Units ompl. rype Proposed Units Actual Units Actual Units Grantee Name: City of Newport Beach Pro'edt Name: Anpe=Well Senior Services: Home Delivered Meals Descrl [Ion: mx5 Project u: 2012-OS UDc code: ICA62454 NEWPORT BEACH Age Well Senior Services provided home-delivered meals to homebound senior citizens (62 years or older) who are uanble to prepare meals for themselves due to age, illness, or disability. CDBG funds were used to pay for a portion of the salary of home-deliverd meal staff. Location: Priority Need Category Age Well Senior Services, Inc. Puenc semtts (� 24300 EI Toro Road, Suite 2000 Select one: l_ l� Laguna Woods, CA 92637 Explanation: Expected completion Date: Homebound seniors often have difficulty preparing nutritiously appropriate meals for themselves. Home delivered nutritious meals enables homebound seniors to remain in [heir homes, avoid being institutionalized, and creates a 6/30/2013 Dry O Decent Housing more suitable living environment. ® suitable uving Environment National ObjeRive Citation: LMC 570.208(a)(2)(1)(A) O Eompmic Opportunity _Slul O j ec[Ives Outcome Categories 1 rot. the. e,m...mitu,lmte I]Avallablllty/A,cepidllty ❑PRordabllity 2 3 ❑sustainability CUnderway a m 1-0. O Proposed Ica = e O Proposed Pr2 m Proram Year 4 Underway complete Complete142 U E m Peop OProposed Ica e e © Proposed o e oE Pro ram Year 2 Underway Program Year 5 Underway complete complete 145 4 =o e O Proposed 148 mpl Tyr, O Proposed at Underway Underway Complete 112 Pro ram Year 3 Con Plan Period com le[e Proposed Outcome Performance Measure I Actual Outcome Accessibility for the purpose of People bL-1 Availability/Aacesslblllty creating suitable living environment senior se,mmssm.zmi=) a anx cop=s e, �. roaee ❑w ens. capes n: rod=e O e n, rade. C. ~ cost O Proposed Amt. $20,000 Fond soera. O Prop osetl Amt. Actual Amount Actual Amount $20,000 E omer O Proposed Am[. $1,552,940 runes... O Proposed Amt. Actual Amount Actual Amount $1,552,940 h1 People O Proposed Units 100 -17a Prapueed Units N 6 Actual Units Actual Units 142 Rttompl. Type: Prn naed Units Accompl.Typ='. Proposed Units Actual Units Actual Units N c c M Proposed Amt. $18,492 oa mora. Prop osetl Amt. Actual Amount $18,492 m d E q Actual Amount r er Proposed Am[. $1,559,440 np spume, OProposed Amt. Actual Amount Actual Amount $1,559,440 ov People O Proposed Units100 tampL Type: O Proposed Units N 6 Actual Units Actual Units 145 PcmmpL Type: Pro osed Units Droolrypev Proposed Units Actual Units Actual Units m �p i E c ac O Proposed Amt. $15,600 Imp mora. O Proposed Amt. Actual Amount ActualAmount $15,600 Proposed Amt. rung ep... O Proposed Amt. Actual Amount Actual Amount 01 p"Ple O Proposed Units 148 Drool. Type O Proposed units T E Actual Units Actual Units 112 1-ir a Type: j Proposed Units Ac rnpi. Tvpe'. V Proposed Units Actual Units Actual Units p r O Proposed Am[. 1,pd V Proposed Amt. Actual Amount Actual Amount is i E Pro osetl Amt. Fund Saurte'. Proposed Amt. Actual Amount Actual Amount p=apo+ yx Proposed Unitstaro pl. Tvpe. Proposed Units i Actual Units N 0 LL Actual Units A Drool. rype O Proposed Units Drool. Tvpe O proposed Units Actual Units Actual Units N roar O Pinson ad Amt. runs source. O Pra ozetl Amt. Actual Amount Actual Amount W 1 WP"Plc Ocher V pro osetl Amt Fund Sau¢eProposed Amt. Actual Amount Actual Amount p v Proposed Units ompl, rype. v Proposetl Units Actual Units N O LL Actual Units A Drool. rype O Proposed Units omPl. Type O Proposetl Units Actual Units Actual Units Grantee Name: City of Newport Beach CPMP 1 Pro'ect Name: Servin Peo le In Need SPIN : Substance Abuse Treatment Pro ram SARP Descrl cion: [Dts Pro ecc a: 2012-B6 uoo cone: CAfi2454 NEW PORT BEACH SART provided access to substance abuse recovery to those least able to afford it - the homeless and low income. These individuals cannot otherwise afford treatment. Case management includes: counseling, supplemental employment services, medical assistance, and legal assistance. COBG funds were used to pay for personnel costs to implement this program. Location: Priority Need Category Serving People In Need (SPIN) 151 "Imus, H-2 S Select one: conn<se•.res O Costa Mesa, CA 92626 Explanatlon: Expected completion Date: Homeless and low-income people often do not have sufficient Income to participate in substance abuse treatment programs to help In their recovery. SARP increases the access to such programs for homeless and law -income 6/30/2013 ie ve Dry O parent Uousog persons suffering from substance abuse. ® Suitede Living Environment National Objective Citation: LMC 570.208(a)(2)(i)(A)&(B) O Economic Opportunity 5 edNlc Oti lRPies I n moa me ee.mlm mr mw/mmm—pealle O Outcome Cregcries ElAvallaclity/Pympasibllilyen 1er1111 h-1111-111h-1111-111❑AfromabllRy ❑sustairobiliry Z 3 [� OF People LL Proposed 8 F People O Proposed 49 c u u Program VearI Underway Pro ram Vear 4 Underway cam lace 8 Co. late YL L U A People O Proposetl 8 People © Proposed Underway Underway u E Program Year 2 Program Year 5 complete 7 complete LL R __ = O Proposed 7 1m _. © Proposed UnderwayUnderway cam fete 7 cpm late Pra ram Year 3 Con Plan Period Proposed Outcome Performance Measure Actual Outcome Accessiblllty for the purpose of People 5L-1 Availability/Accessibility creating suitable living environment c1l At,—s=r<=.,,a2p„=, y-"-- F. � .IF sla=nal A—s=,—, I= o.zml=l D x epe=e nn, roe=. c ae r Proposed Amt. $10,000 d s11 r<=. - Proposed Amt. Actual Amount $10,000 Actual Amount E as Ome. O Proposed Amt. $447,723 rune souse: O Proposed Amt. Actual Amount $44,723 Actual Amount -1 1--"-O Proposed Units 8 .mpi Type: O Proposed Units 0 6 Actual Units 8 Actual Units Accdmpl. Type: , Proposed Units Accompl. Type: , Proposed Units Actual Units Actual Units N Cups U� Proposed Amt. $9,246 d s11rc=. - Proposed Amt. Actual Amount $9,246 Actual Amount E ry 0""v Prop osetl Amt $425,492 r11e seurl= 0 Proposed Amt. Actual Amount $425,492 Actual Amount P o eap e O Proposed Units 8 om e O Proposed Units e 6G Actual Units 7 Actual Units A.pmpl. Tripp: w Proposed Units Accompi. Type: R Proposed Units Actual Units Actual Units M Fero U� Proposed Amt. $10,000 a s11 r<=. F Proposed Amt. Actual Amount $10,000 Actual Amount q y ethyl O Proposed Amt. $426,300 a m1.11. O Proposed Amt. ryp Aetna Amount Amount $426,300 Actual Amount mole ® Proposed Units 7 rn e: O Proposed Units OI Actual Units 7 Actual Units 6 Accpmpl.Type: I pro osed Units pmol. Type: } Proposed Units Actual Units Actual Units p coas O Proposed Amt. owa. O Proposed Amt. Actual Amount Actual Amount d E prM1pf ! Proposed Amt. and Source: Proposed Amt. Actual Amount Actual Amount p Proposed Units 1mpl.T7 Proposed Units Actual Units Actual Units DI DLL A-11 TroeO Proposed Units .mpl Tme O Proposed Units Actual Units Actual Units N Insp O Proposed Amt. 11111. O Proposed Amt. Actual Amount Actual Amount yOtM1er ryof ! Proposed Amt rand Source: , Proposed Amt. Actual Amount Actual Amount P=lpl= Proposed Units 1mpr Typ= a, Proposed Units Actual Units Actual Units DI O 1- Ampl. Type O Proposed Units 1mpl. Type O Proposed Units Actual Units Actual Units Grantee Name: City of Newport Beach Protect Name: I Share Our Selves SOS : SOS Free Medical antl Dental Clinics Description: IDIS Project u: 2012-07 uoe code: CA62454 NEWPORT BEACH Share our Selves will provide primary/urgent care on a daily walk-in basis, chronic rare, and specialty are by appointment to unlsured Orange County residents and patients In the County MSI Program. In addition, SOS provides bridge medical care to patents who qualify for medical insurance programs and are waiting to be placed in an appropriate medical home or who will not qualify but who reside far from SOS and therefore need to establish a medical home closer to home, Full scope primary care/urgent care cllnics is a commitment to true open access for those lacking a more traditional medical home. location: PrimalNeed lit Share Our Selves 1550 Superior Avenue Select one: Costa Mesa, CA 92627 Explanation: Expected completion Date: Provide free medical and detal care to unisured low/mod Income persons. National Objective Citation: LMC 570.208(a)(2)(i)(B) 6/30/2013 e 9orY O recent Housing ® Suitable Living Environment O EadenatOpportunity Specific objectives ■ Outcome Ca[egor 11 rove the --c-o, —/mo income er:oo: O 2 I]Avi iWbilM1y/Accembility ❑Affortlability ❑Sgszinabsity 3 Q N of veopm 2 Proposed loo An1wepl, Type: • Proposed Pro ram Year I UntlerwaY Underway Pro ram Year 4 Complete C m Complete 369 d t u _ lu a ea e O propoze0 100 om e. O proposetl Pro ram Year 2 Underway Underway Program Year 5 complete complete 404 LL O omvr. Tvoe. a Proposed 272 omvl. Tvoe. Prepared QUnderway Underway Com let" O Program Year 3 Con Plan Period Complete Proposed Outcome Performance Measure I Actual Outcome Accessibility for the purpose of People SL-1 Availability/Acceson llty creating suitable living environment 05 pobnc S-1—(oenea p 570 m1(e) Murr cooes O om codes O Mi'll-codes O nu evdee Q uv cedes O cons O Proposed Amt. $9,000 d soPoe. D Proposed Amt. Actual Amount Actual Amount $9,000 o e. O Proposed Amt. $3 701 276 d Soo,,.. D Proposed Amt. e NOI Actual Amount Actual Amount $3,701,276 Proposed Units Poo ed Units�356 aRcmmpl. Units Actual Actual Units Type O pro setl Units ompr Tyoe r pro osetl Units Actual Units Actual Units H rbe. O Pro osetl Am[. $8 555 d mere. O Pro osetl Amt. k. Actual Amount $8,555 Actual Amount qo o =r Proposetl Amt. $4,15D,419 nd S,,,,,. O Proposed Amt. Actual Amount Actual Amount People C proposed Units 100 .Dino vne ��, Prop osetl Units Actual Units 404 OI 6 Actual Units ompi. Is. O Proposed Units A1111P TPpe Proposed Units Actual Units Actual Units M none - Proposed Amt. $9,000 a Soo„e. O Proposed Amt. Actual Amount 0 Actual Amount y OtM1er O Proposed Amt. Irr.. 50u1ce'. O Proposed Amt. )e E Actual Amount Actual Amount or people O Proposed Units 272 empl.'PreO Proposed Units OI 1 Actual Units Actual Units O ou,o,l, Tura:O Proposetl Units omvr Tme. O Proposed Units Actual Units Actual Units all, beed Q Proposed Amt. Fo.rce. D Proposed Amt. Actual Amount Actual Amount dire. T Proposed Amt soba P.P- . S Proposed Amt. Actual Amount Actual Amount o People Proposed Units oer LTypc Proposed Units ry Actual Units Actual Units OI It o om = a Proposed Units om = O Proposed Units Actual Unita Actual Units an Ithe T Proposed Amt 111p co-ceas Proposed Amt. Actual Amount L. N y Actual Amount o er Proposed Amt. 111p 1-1,, PropoPed Amt. )e Actual Amount Actual Amount o eo e Q Proposed Units A77-Pl TIre 7 Proposed Units Actual Units Actual Units IT 1 Arco- TTme: Proposed Units omvr T Proposed Units Actual Units Actual Units Grantee Name: City of Newport Beach Project Name: I Walk in Service for Youth Progra m Description: IDIS Project u: 2012 -OB uoGcoae: ICA62454 NEWPORT BEACH The YES walk in Service for Youth Program provided effective employment related services to YOUM ages 16-22 from low - and moderate -income households. Program services provided by professional staff who hold bachelor's degrees and have at least five (5) years of experience, as well as from trained volunteers. Services include: A two hour employment skills class where youth learn Important basic skills such as haw to fill out job approations. Upon completion of these program components, each youth receives up to three (3) job referrals upon each visit to YES, The program estimates serving 100 unduplicated Newport Beach residents and Orange County residents combined overall. location: Prioriti Need Cat Youth Employment Service of� the Harbor Area, Inc. 114 E. 19th Street Costa Mesa, CA 9262/ Select one: - Explanation: Expected completion Date: Increase availability of employment low/mod income persons. National Objective Citation: and other training programs to LMC 510.208(a)(2)(i)(B) 6/30/2013 bisdave category O Decent hausing ® Suitable Living Environment O Economic Opportunity Specific objectives Outcome Gtegories I]AvaiabilM1y/Accessbility ❑Afrordability ❑Somainabiiry 1LrFolUnssxa(V bvprrdimre Pegs O 2 3 Q e _ o A®,µ Type: '♦ Proposed Amm#T)pe ar Proposed Proram Year 1 underway underway Pro ram Year 4 Complete Complete rN V = p n o E A ".Tw O Propoze0 Acord. Type O Proposed Pro ram Year 2 Underway Underway Program Year 5 complete complete y y QUntlerway mr6yle o Pro ram Year 3 Proposed 100 Aoald. Type: O Proposed Underway Con Plan Period Complete corn let" 25 Proposed Outcome Performance Measure I Actual Outcome Accessibility for the purpose of creating suitable living environment People SL -1 Availabi0ty/Accesoo llty Is gtlk services, (Ca im2n(e) O MArtCois O Mahn Cotler O Mmvt Catlg O fWk Call® Q Mmbtratl� O ry At E E OI A. RM SaA�: O Proposed And. Wtlmas: O Proposed Amt. Actual Amount Actual Amount qrd 5AAs O Proposed Amt. Rb Swss: D Proposed Amt. Actual Amount Amount r�Actual Amarpl. Ty V Pic opoadd Units Avnpl. Type G Proposed Units Actual Units Actual Units Aid. Typed O Proposed Units Anti. Ty¢ O Proposed Units Actual Units Actual Units yg N IE OI O G Revd Shuae O Proposed Am[. quad Starr O Proposed not. Actual Amount Actual Amount tiM Spurn L� Proposed Amt. puna Slium mrPropose tl Amt. Actual Amount Actual Amount Anal Team C Proposed Units Admi Type: , Proposed Units Actual Units Actual Units Aspects. Type Q Proposed Units �I "to. Type: U Pro osetl Units Actual Units Actual Units M qmRtdo OI d DafeG - Proposal Am[. $5,000 Pad S'oue Proposed Amt. Actual Amount Actual Amount $5,000 tits O Pro osed Amt Fuad sysor O Pro osed Amt. Actual Amount Actual Amount O Proposed Units 100 Apmnpl.Typee O Proposetl Units Actual Units Actual Units 25 A®npl. TyIC O Proposed Units Avnpl. Type O Proposed Unite Actual Units Actual Units O d EActual as OI 2 Ed Call Q Proposed Amt. Rb qua: O Proposed Amt. Actual Amount Actual Amount Dania 7 Proposal Amt. a,raSwm f Proposed Amt. Actual Amount Amount MFS Proposed Units YcmnnpL Types: 1 Proposed Units Actual Units Actual Units Asset Type D Proposed Units Ammo tNook O Propose tl Units Actual Units Actual Units N At E i IT A. CDBG p Proposed Am[. Fund a..e. O Proposal Amt. Actual Amount Actual Amount DaIc Proposetl Amt Fudmsp; Propoand Amt. Actual Amount Actual Amount mPagle Q Proposed Units Amnd. Type O Proposed Units Actual Units Actual Units A.A. Type ' Proposed Units A®nd. Type v Proposed Units Actual Units Actual Units EPIP V-11 _ Grantee Name: City of Newport Beach Project Name: Section 108 Loan Rea ment Description: I I IDIS Project n: 2012-09 UDocode: ICA62454 NEWPORT BEACH Funds were 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 Streetacape Plan, Street Improvements to Balboa Blvd., Pier Parking Lot, Pier Plaza, and Lot A connecting access to Main Street. Location: Priofity Need Category LMA- Cenaus Tract 62800.1 vu ac nne,as Select one: � O Explanation: Expected Completion Date: Targeted areas within Balboa Village were detonating. To eliminate the blight, blighting influences and prevent further detonation, me City used CDBG funds to make necessary Imprevements to the target areas. The improvements will stimulate future economic investment and provide a 6/30/2013 ve egpry O Decent Housing ® suitable umry Enamonmt more suitable living environment. O Eurnomlc Oppmmn y National Objective Citation: LMC 570.208(a)(1) Specific Objectives Outcome eetegodes 1Tm Prove Quality/increase ova. my of pvbice-P--meets for — aincome PIT— v O Availability/AccessibilityT,-- ❑Affordability qu 11,1 increase van o , oQ ae Ks or ow -into me 2 Pereo-.v 3 0+ Spetua billry A _ C m 11 tutu-faouoez O proram Year 1 Proposed 1 I'll raclunes U - Pro arm Year 4 Proposed Underway Underway complete complete 1 L 'G = Pvbue taawnea Proposetl I11 Pmun ramuneaU. Proposetl Underway Underway m a of pro ram Vear 2 Program Year 5 coin lets 1 coin lere d y ]r p.euc faoeuex O propoaetl 1 em e. r Proposetl QUnderway Underway complete I complete Program Year 3 Can Plan Period Proposed Outcome Performance Measure Actual Outcome Accessibility for me purpose of Public Facility SL -3 sustainability creating suitable living environments planned szeaymmt ar szmian loo man Pdnnoal O mama cnezz e, r Ptannee Feoaymant oIseamn ma Loan prmalval na n= cines Hmdr rod., na n. cmec e, .a ria. Proposed Amt. $199,346 ov re. O Proposed Amt. Actual Amount $199,346 Actual Amount y E r 1d Source: f Proposed Amt. una source: w Proposed Amt. Actual Amount Actual Amount r pu0nc fauuelex Proposed Units 1 nm .ryoz: 7 Proposed Units Actual Units 1 Actual Units 0 O 6 n . mpl TIP,: proposed Units proposed Units Actual Units Actual Units N coat S Proposed Am[. $201,654 rune swore: T Proposed Amt. Actual Amount $2U1,653 Actual Amount N q r undseuece: w Proposed Am[. undseuece: w Proposed Am[. g11 Actual Amount Actual Amount Pi,iulrc I.."ni Proposed Units 1 0 e O Proposed Units 0 Actual Units 1 Actual Units a Qmrl. Tyre: ; Proposed Units our Pi. Tyre: Proposed Units Actual Units Actual Units P, Imi - Proposed Amt $202,4B6 nvra. O Proposed Amt. Actual Amount $202,485 Actual Amount ry11 Proposed Am[. --=o.ra. Proposed Amt. Actual Amount Actual Amount Pun a i. iesO Proposed Units I o Proposed Units 0 O 6 Actual Units Actual Units 1 Arl—PI 111. , Proposetl Unite m e O Purposed Unite Actual Unita Actual Units a Cora Promised Amt rand Source: iii Proposed Amt. Actual Amount Actual Amount E q — Proposed Amt. �� Proposed Amt.e Actual Amount Actual Amount 1_ Pu1 mFao iesiv.I Proposed Units oe pll T,— U Proposed Units 0 Actual Units Actual Units ar.rpr TI- Li Proposed Units r.rpr Tie - Proposed Units Actual Units Actual Units m c ac LI Proposed Amt 1—a smrre. O Propose Amt. Actual Amount Actual Amount Furr source. � Proposed Amt. a source. mt. E unt Actual Amount 11 Public FaclutlesOl Proposed Units our: Tyre: OI nits0 =Unilsl Actual Units O 6 n nmol ryoz OPro osed Units nmPi. ryozOInitsActual Units Grantee Name: City of Newport Beach Project Name: Sidealk Curb and Gutter Im rovements w Description: 3D3$Product x: 2012-10 UDG coee: CA62454 NEWPORT BEACH This project provided improvements in the following order: (1) a citywide ADA Transition Plan Update -$45,000; (2) reconstruct curb access ramps citiwide - $50,000; (3) reconstruct detenorated sidewalks, curbs and gutters - $350,000; (4) widen existing sidewalk at Marine Avenue/Jamboree Road traffic signal to accommodate wheelchairs - $25,000; and (5) repair concrete ADA access pathways on the beach In Balboa Peninsula - $100,000. The work will be performed by a private consultant and contractor. Location: Priority Need category, City of Newport Beach 100 Civic Center Drive Select one: W11mNea*Xidfill Newport Beach, CA 92660 LMC Explanation: Increase accessibility to public facilities citiwide for ADA impacted persons. National Objective Citation: LMC 570.208(a)(2)(II)(A) Expected completion Date: 6/30/2013 Pxdxe 'nal O Distant Housing ® Suitable living Environment O Economic Dppcnuniry Sp ecific ob'ectivea 1jDppey�jtl®4gt�lrt(PtjtjlpgOrgEStlTlygjtOlapg®6 D outcome Categories 2 121 Awslabiliry)Accessindity ❑Affordablliry ❑Sustainability 3 Apial 71pa O Proposed O Proposed Underway Underway _ complete complete D Program Year 1 Program Year 4 Y i 3111billl�s O Proposed O Proposed Underway Underway Tj D Iz 'o^ E Pro ranr=2 Program Year5 do m rete com rete It Rifef§$5 . Proposed 1 . Proposed a` ou Underway Underway complete 1 complete Program Year 3 Con Plan Period Proposed Outcome Performance Measure Actual Outcome Accessibility for the purpose of creating Public Facilities SL-1 Availability/Acceisibilty suitable living environment rta a.h..ac5O]Df[9 nw M4&G� Mkk(b s LTJI I NffiitL, .a Nd9a1t8 s Proposetl Amt. . Proposed A Actual Amount u. Actual Amo Brd�� 7 Proposed Amt. O Proposetl A Actual Amount E Actual Ama 2g� . Proposetl Units O Proposetl U Actual Units E Actual Unit 6 A orll O Proposed Units D Proposed U Actual Units Actual Unit ry CCES . Proposed Amt. A Proposed A Actual Amount Actual Amo BrdS,unce: O Proposed Amt.Proposetl . A Actual Amo Actual Amount N �f�l 11FU&FBi e Proposed Units . Proposed U OI Actual Units Actual Unit T Amtlt Mp Q Prop.. d Units O ro Posetl D y Actual Wife Actual Dnit cam O Proposed Amt. $100,174 OPro olsed A m ActuaAma Actual Amount $96,206 b gtd611@ . Proposed Amt.. PlOP052d A Actual Amo Actual Amount N 116�f Proposed Units1 O Proposed U Actual Unitsroos1 Actual Unit 6 �11.3Sf2 O Petl Units O Proposed U Actual Units Actual Unit: C BrddsbU a T ro posetl Amt. U- Pro sed A Actual Amount Actual Amo Brd�nH O Pro osetl Am[. Proposed A O Actual Amount Actual Amo E N Agate, 7A- O 1 Proposetl Units O Proposed U Actual Wits OI Actual Unit. i LLpalTV. . 1PmP.aed Units O Proposetl g Actual Units Actual Unit N j4pj9g1ca O Proposetl A2L O Pmpozetl A Actual Amount Actual Amo BM$ . Proposetl Amt. A Proposed A Actual Amount Actual Amo W ftl Tap= L Proposed Units T Proposed V 0 Actual Uni[ Actual Wits dg� yProposetl Units . Proposetl D Ac[ua, Wits Actual Wit Grantee Name: City of Newport Beach Project Name: Utility Assessment District Grant Program Description: 111DIS Project u: 2010-09 1 UGG Code: ICA62454 NEWPORT BEACH This project will help to provide financial assistance to the impacted low- and moderate-income owner-occupants located within proposed utility undergrounding Assessment Districts in the City of Newport Beach. In order to reduce the fluancial burden of an Assessment District, the City proposes a grant program to cover a portion of the cost of utility hook-ups to owner-occupants within the District(s). Households that cannot afford to make the necessary hook- ups after utilities have been undergrounded will be left without electricity, thereby creating a health and safety concern for the City. City expects to assist ] or more low- and moderate-income owner-occupants with undergroung Location: Priority Need Cafe o City of Newport Beach O 3300 Newport Blvd. Select One: GMB�{i9dltl9g Newport Beach, CA 92658 Explanation: Provide financial assistance to low/moderate income households for utility hook-ups which will improve the basic utility services of their homes. National Objective Cramer: LMC 570.208(a)(3) expected Completion Date: 5130/2012 uxece- "`iy OOe.nt Housing Suitable Living Environment O Emnomir Opportunity specific Objective!. 3 ]jrPOe11e9'd:�eba9 Outcome Categories DAvallebillN/Attessblltty 2 ❑Alrordablllty 3 T ❑Sustaiwbllity N 31) ba U is O Proposed ] 1 O Proposed underway Unaerwa Complete Year 1mplete Program Year 4 EProgram MHIWVLM O Proposed 0 _ Proposed N t 1; = Underway Underway vs ° o Pra ramVear 2DR Pro ram Year 5 com lets com lets Prp paed p Preppsed p y Underway Underway G com rete Complete Pro ram Year 3 Con Plan Period Proposed Outcome Performance Measure Actual Outcome Accessibility for the purpose of Housing Units DH-1 Availability/Accessibility providing decent housing m&kc3 P5 Q misix l Q ,y CDEG O. Proposed Amt. $65,922 Q Proposed Actual Amount Actual Am Ridgy O Proposed Amt.O Proposed E Actual Amount Actual Am ]DlGtlIgUl Proposed Units ] O Proposed Actual Units Actual Uni 6 ADpt TW_ O Proposed Units O Proposed Actual Units Actual Uni ry NrdS,1, L Proposed Amt 0 Pro sed Actual Amount Actual Am 7 Arden, O Proposetl Amt. O Proposed 4 Actual Amount Actual Am ryA mgff1Pa O Proposed Units 5 O Proposed OI Actual Units Actual Uni 6 ADmp. TA. O Proposed Units Q Proposed Actual Units Actual Uni Proposed Amt. _ Proposed m Actual Amount Actual Am M d ftld9sr@ O Proposed Amt. Q Proposed Actual Amount Actual Am A A®rd 7Spa O Proposed UnitsO Proposed a Actual Units Actual Uni O p Aomlt ljp= Proposetl Units r Proposed Actual Units Actual Uni yI Ftrd!in O Proposed Amt. O Proposed Actual Amount Actual Am Proposed Amt. O Proposetl A Actual Amount Actual Am E A O Proposed Units O Proposed Actual Units Actual On] Proposed Units O Pro osetl Actual Units Actual Uni or ftrd. I O Proposetl Amt. O Proposed Actual Amount Actual Am Runi O Proposed Amt. O Proposed A Actual Amount Actual Am ryAM-0 TA- O Proposed Units O Proposed M Actual Units Actual Uni O , Am. ljp= Proposed Units O Proposed Actual Units I Actual Uni Grantee Name: City of Newport Beach crmi Project Name: FairHousina Council O.C.: Fair HDusin Serviws Description: I 11DISProjectiii: 2010-02 VOU cone: ICA62454 NEWPORT BEACH The project will provide fair housing education, counseling, and enforcement services W current or potential Newport Beach residents, coupled with landlord/tenant counseling services. These services Impact and beneflt target CDBG areas and the extremely -low to moderate income population. Location: P,i.riW amid Crossary Fair Housing Council of Orange County 201 South Broadway Santa Ana, CA 92J01 Select one: Exclanano.: Law -Income and special needs persons often have limited resources to address any landlord/tenant concerns, or other issues that affect their housing. Providing access to fair housing services improves housing choice, ensures decent housing and a more suitable living environment. Ea eons, completion Date: 6/30/2011 are categam, 071Hm,ing O Suiraak IHNg Emlmnmmt O Emmm�ic ams outcome eategodes Avau%KyfAccewiblcy «d siloSusan in'sy Specific obecuvsa 1: m 2 3 N N ° 1R Proposed 200 °eo01= R Proposed Pro ram Year 1 Underway Pro ram Year 4 Unaerwa complain 160 com lets is Z G= a n -o aaam `°°�` O ram Year 2 Proposed `°e:• O Pm ram Year 5 proposed Underwa orders, com lata complete CE 6 U aaaPro evo:= O Pro ram Y¢dr 3 Proposed omoi. Tvoe. a Con Plan Period[asa Proposed Underwa Underwa complete com lets Pro osed Outcome Performance Measure Actual Outcome A¢esslol, ror Ne mrPnse M providing dissent al mrduare housing Natlonai p'.lvc!N/A DH -1 AVailahlHty/A,Pesiblllty mrw=e a°15,010 f t c"e„ n 0 X E m Q n e O pmpoaetl Amt $11,185 e mo,=e. Q propane, Amt. Actual Amount Actual Amrun[ 11 185 o " W Pro osed Amt. $6 115 a sou�.e, pro osed Amt. Actual Amount Actual Amount $6,115 ° ,,_..... .o o units 200 as .. co 0 °'° --` LI v sea Units Actual units Actual Vnits 166 I—pi -lo O Pra osed Lmrs cmo, 'YPI Proposed Units Actual Units Actual Units ry qm— st E p m n Proosed Amt. - u seurce. pro osed Amt. Actual Amount Actual Amount O Proposed Amt. - e Soul[¢. V Proposed Amt. Actual Amount Actual Amount o `-e a �; " poSea Units °"'o -,ue � praposetl Units Actual Units Actual Units +ams. TIP. QPri osed units "m°c TVY Pm osed Units Actual Units Actual Units m p E E 4 n c a U.Proposetl Amt -.soum-. �proposetl Am[. _ Actual Amount --"' Pra osed Amt. Actual Amount Actual Amount o er Pro osed Amt. Actual Amount 0 =eo, IJ pro oaea Units Aut, UniteActual ` - - L p.o oeaa Units Unit. n omp. TIII w pro osed Us,. "r oe R %o osed Units Actual Units Actual Units y qn E A m Q n Impn V Pro osed Amt. a source. w Porpoise! Amt. Actual Amount Actual Amount i.1 " J Proposed Amt. o scu�.e. pro osed Amt. Actual Amount Actual Amount o `_ < Q Proposetl units amo 10 Q propos of Units Acmni units acmni omni ^_T. -Ya . Proposed units --Pi TIP. U.Proposed Unite Actual Units Actual Units N q E N � n Proposed Amt. d P..Pe. & pro osed Amt. Actual Amount Actual Amount o v O Proposed Amt a mu,m. O Proposed Amt. Actual Amount Actual Amm-1, o =eve P.o osed U. emo:.Tro Pro rand Unita Actual Units Actual Units Ar...,:. TYe O Proposed Units °'"°i -TIP O Proposed Units Actual Units Actual Units APPENDIX "C" PROOF OF PUBLIC NOTICE PUBLIC NOTICE NOTICE OF PUBLIC HEARING AND PUBLIC REVIEW PERIOD CITY OF NEWPORT BEACH DRAFT CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT FISCAL YEAR 2012-2013 Notice is hereby given that the City of Newport Beach, California has prepared the draft Consolidated Annual Performance and Evaluation Report (CAPER) for the Fiscal Year, beginning July 1, 2012, and ending June 30, 2013, as required by the U.S. Department of Housing and Urban Development. A copy of the CAPER will be available for public review from September 9, 2013 to September 24, 2013. PUBLIC HEARING: In addition, the Newport Beach City Council will hold a public hearing to review comments received on the draft CAPER at the following date, time, and location: Date: September 24, 2013 Time: 7:00 PM Location: City Council Chambers, 100 Civic Center Drive, Newport Beach, CA 92660 DESCRIPTION: The draft CAPER provides a detailed account of how the City of Newport Beach utilized its Community Development Block Grant (CDBG) and other funds in Fiscal Year 2012-2013 to pursue the strategies, goals, and objectives proposed in the City's 2012-2013 One Year Action Plan and how well the City addressed the housing and community development needs identified in the City's 2010-2014 Consolidated Plan. PURPOSE: The purpose of the Public Hearing for the CAPER is to allow the public the opportunity to comment on the manner in which the City utilized federal and non-federal funds for the one-year period that ended on June 30, 2013. REVIEW OF THE CAPER DOCUMENT: Copies of the draft CAPER will be available for public review and comment from September 6, 2013, to September 24, 2013 at the following locations: City Clerk's Office: City of Newport Beach, 100 Civic Center Dr., Newport Beach, CA Community Development Dept.: City of Newport Beach, 100 Civic Center Dr., Newport Beach, CA Central Library: 1000 Avocado Avenue, Newport Beach, CA Questions and written comments regarding the draft CAPER may be addressed to Clint Whited, CDBG Consultant, at 100 Civic Center Drive, Newport Beach, CA 92660. You may also call (909) 476-6006 ext. 115 with any questions concerning the above documents. ACCESSIBILITY TO MEETINGS AND DOCUMENTS: It is the objective of the City to comply with, Section 504 of the Rehabilitation Act of 1973, as amended, the Americans with Disabilities Act (ADA) of 1990 and the ADA Amendment Act of 2008, the Fair Housing Act, and the Architectural Barriers Act in all respects. If you require public documents in an accessible format, the City will make reasonable efforts to accommodate your request. If you require a disability -related accommodation to attend or participate in a hearing or meeting, including auxiliary aids or services, please contact the City Clerk's Office at least 48 hours prior to the meeting at (949) 644-3005. Leilani I. Brown, City Clerk City of Newport Beach Published: Daily Pilot, September 6, 2013 APPENDIX "D" MAP p 0 L ! v t m Pit 11" 2 Amp Y gs @� g fly �y4 ppg m 5 aQ @P n saa° n � e e59�2�8483z3a&4§9.098§x5a.;e§x9 Sa:2xxx€998 §888xEn5 a3;;8&94.895 5, fi d$¢$9�"o@@ fn+M`.'$iea Me:$ie€ ¢$8s$ @@M9$� ! APPENDIX "E" IDIS REPORTS 1. HUD GRANTS AND PROGRAM INCOME REPORT (PRO 1) 2. CDBG ACTIVITY SUMMARY REPORT (PR03) 3. SUMMARY OF CONSOLIDATED PLAN PROJECTS (PR06) 4. SUMMARY OF ACCOMPLISHMENTS (PR23) 5. CDBG FINANCIAL SUMMARY (PR26) 6. SECTION 3 SUMMARY REPORT IDIS U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 8/29/2012 OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT PR01 - HUD Grants and Program Income Program Fund Type Grantee Name Grant Number CDBG EN NEWPORT BEACH B89MC060546 B90MC060546 B91 MC060546 B92MC060546 B93MC060546 B94MC060546 B95MC060546 B96MC060546 B97MC060546 B98MC060546 B99MC060546 BOOMC060546 B01 MC060546 B02MC060546 B03MC060546 B04MC060546 B05MC060546 B06MC060546 B07MC060546 B08MC060546 B09MC060546 B10MC060546 B11 MC060546 B12MC060546 NEWPORT BEACH Subtotal: EN Subtotal CDBG-R EN NEWPORT BEACH B09MY060546 NEWPORT BEACH Subtotal: EN Subtotal: GRANTEE TOTALS TIME: 2:50:49 PM PAGE: 1/1 Amount Authorized Suballocated Committed to Net Drawn Available to Available to Amount Amount Activities Amount Commit Draw $423,000.00 $0.00 $423,000.00 $423,000.00 $0.00 $0.00 $406,000.00 $0.00 $406,000.00 $406,000.00 $0.00 $0.00 $453,000.00 $0.00 $453,000.00 $453,000.00 $0.00 $0.00 $469,000.00 $0.00 $469,000.00 $469,000.00 $0.00 $0.00 $472,000.00 $0.00 $472,000.00 $472,000.00 $0.00 $0.00 $513,000.00 $0.00 $513,000.00 $513,000.00 $0.00 $0.00 $534,000.00 $0.00 $534,000.00 $534,000.00 $0.00 $0.00 $520,000.00 $0.00 $520,000.00 $520,000.00 $0.00 $0.00 $515,000.00 $0.00 $515,000.00 $515,000.00 $0.00 $0.00 $492,000.00 $0.00 $492,000.00 $492,000.00 $0.00 $0.00 $495,000.00 $0.00 $495,000.00 $495,000.00 $0.00 $0.00 $498,000.00 $0.00 $498,000.00 $498,000.00 $0.00 $0.00 $518,000.00 $0.00 $518,000.00 $518,000.00 $0.00 $0.00 $490,000.00 $0.00 $490,000.00 $490,000.00 $0.00 $0.00 $426,000.00 $0.00 $426,000.00 $426,000.00 $0.00 $0.00 $437,000.00 $0.00 $437,000.00 $437,000.00 $0.00 $0.00 $412,233.00 $0.00 $412,233.00 $412,233.00 $0.00 $0.00 $373,292.00 $0.00 $373,292.00 $373,292.00 $0.00 $0.00 $370,332.00 $0.00 $370,332.00 $370,332.00 $0.00 $0.00 $355,659.00 $0.00 $355,659.00 $355,659.00 $0.00 $0.00 $357,354.00 $0.00 $357,354.00 $357,354.00 $0.00 $0.00 $385,189.00 $0.00 $385,189.00 $385,189.00 $0.00 $0.00 $323,777.00 $0.00 $247,162.62 $246,472.86 $76,614.38 $77,304.14 $350,669.00 $0.00 $0.00 $0.00 $350,669.00 $350,669.00 $10,589,505.00 $0.00 $10,162,221.62 $10,161,531.86 $427,283.38 $427,973.14 $10,589,505.00 $0.00 $10,162,221.62 $10,161,531.86 $427,283.38 $427,973.14 $96,603.00 $0.00 $96,603.00 $96,603.00 $0.00 $0.00 $96,603.00 $0.00 $96,603.00 $96,603.00 $0.00 $0.00 $96,603.00 $0.00 $96,603.00 $96,603.00 $0.00 $0.00 $10,686,108.00 1/1 $0.00 $10,258,824.62 $10,258,134.86 $427,283.38 $427,973.14 PR01 - HUD Grants and Program Income EN Subtotal: $10,589,505.00 $0.00 $10,573,268.95 Amount $16,236.05 $16,236.05 CDBG-R EN NEWPORT Program Fund Type Grantee Name Grant Number Authorized Suballocated Committed to Net Drawn Available to Available to NEWPORT BEACH Sut $96,603.00 Amount Amount $96,603.00 Activities Amount Commit Draw CDBG EN NEWPORT B89MC060546 $423,000.00 $0.00 $0.00 $423,000.00 $423,000.00 $0.00 $0.00 BEACH B90MC060546 $406,000.00 $0.00 $16,236.05 $406,000.00 $406,000.00 $0.00 $0.00 B91 MC060546 $453,000.00 $0.00 $453,000.00 $453,000.00 $0.00 $0.00 B92MC060546 $469,000.00 $0.00 $469,000.00 $469,000.00 $0.00 $0.00 B93MC060546 $472,000.00 $0.00 $472,000.00 $472,000.00 $0.00 $0.00 B94MC060546 $513,000.00 $0.00 $513,000.00 $513,000.00 $0.00 $0.00 B95MC060546 $534,000.00 $0.00 $534,000.00 $534,000.00 $0.00 $0.00 B96MC060546 $520,000.00 $0.00 $520,000.00 $520,000.00 $0.00 $0.00 B97MC060546 $515,000.00 $0.00 $515,000.00 $515,000.00 $0.00 $0.00 B98MC060546 $492,000.00 $0.00 $492,000.00 $492,000.00 $0.00 $0.00 B99MC060546 $495,000.00 $0.00 $495,000.00 $495,000.00 $0.00 $0.00 BOOMC060546 $498,000.00 $0.00 $498,000.00 $498,000.00 $0.00 $0.00 B01MC060546 $518,000.00 $0.00 $518,000.00 $518,000.00 $0.00 $0.00 B02MC060546 $490,000.00 $0.00 $490,000.00 $490,000.00 $0.00 $0.00 B03MC060546 $426,000.00 $0.00 $426,000.00 $426,000.00 $0.00 $0.00 B04MC060546 $437,000.00 $0.00 $437,000.00 $437,000.00 $0.00 $0.00 B05MC060546 $412,233.00 $0.00 $412,233.00 $412,233.00 $0.00 $0.00 BO6MC060546 $373,292.00 $0.00 $373,292.00 $373,292.00 $0.00 $0.00 B07MC060546 $370,332.00 $0.00 $370,332.00 $370,332.00 $0.00 $0.00 B08MC060546 $355,659.00 $0.00 $355,659.00 $355,659.00 $0.00 $0.00 B09MC060546 $357,354.00 $0.00 $357,354.00 $357,354.00 $0.00 $0.00 B10MC060546 $385,189.00 $0.00 $385,189.00 $385,189.00 $0.00 $0.00 B11MC060546 $323,777.00 $0.00 $323,777.00 $323,777.00 $0.00 $0.00 B12MC060546 $350,669.00 $0.00 $334,432.95 $334,432.95 $16,236.05 $16,236.05 NEWPORT BEACH Sut $10,589,505.00 $0.00 $10,573,268.95 $10,573,268.95 $16,236.05 $16,236.05 EN Subtotal: $10,589,505.00 $0.00 $10,573,268.95 $10,573,268.95 $16,236.05 $16,236.05 CDBG-R EN NEWPORT B09MY060546 $96,603.00 $0.00 $96,603.00 $96,603.00 $0.00 $0.00 BEACH NEWPORT BEACH Sut $96,603.00 $0.00 $96,603.00 $96,603.00 $0.00 $0.00 EN Subtotal: $96,603.00 $0.00 $96,603.00 $96,603.00 $0.00 $0.00 GRANTEE TOTALS $10,686,108.00 $0.00 $10,669,871.95 $10,669,871.95 $16,236.05 $16,236.05 ENT OF *Ilhlll*%� z�. II�II�II .2 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 2012 NEWPORT BEACH Project: 0002 - CONVERTED CDBG ACTIVITIES IDIS Activity: 2 - CDBG COMMITTED FUNDS ADJUSTMENT Status: Open 6/30/2001 12:00:00 AM Location: Objective: Outcome: Matrix Code: Public Facilities and Improvement Initial Funding 01/01/0001 Description: Financing FUNDS DRAWN DOWN THROUGH LOCCS. Funded Amount: 3,159,877.80 Drawn Thru Program Year: 3,159,877.80 Drawn In Program Year: 0.00 Proposed Accomplishments Actual Accomplishments Number assisted White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Owner Total Hispani 0 0 Renter Total Hispani 0 0 Date: 27 -Aug -2013 Time: 18:47 Page: 1 National Objective: 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: 0 Income Category: Owner Renter Total Person Extremely Low Low Mod Moderate Non Low Moderate 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: 2010 Project: 0010 - UTILITY ASSESSMENT DISTRICT GRANT PROGRAM IDIS Activity: 205 - UTILITY ASSESSMENT DISTRICT GRANT PROGRAM Status: Canceled 7/25/2012 8:12:05 PM Objective: Provide decent affordable housing Location: 3300 Newport Blvd Newport Beach, CA 92663-3816 Outcome: Availability/accessibility Matrix Code: Rehab; Single -Unit Residential Initial Funding 10/09/2010 Financing Funded Amount: 0.00 Drawn Thru Program Year: 0.00 Drawn In Program Year: 0.00 Proposed Accomplishments Total Hispanic Housing Units : 7 0 Actual Accomplishments 0 Number assisted: 0 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category: Owner Renter Total Extremely Low 0 0 0 National Objective: LMH Description: This program provides financial assistance to the impacted low- and moderate -income owner - occupants located within proposed utility undergounding Assessment Districts in the City of Newport Beach by providing grants to cover a portion of the cost of utility hook-ups to owner - occupants within the District(s). Program benefits low- and moderate -income residents. Person 0 Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Person 0 Low Mod 0 0 0 0 Moderate 0 0 0 0 Non Low Moderate 0 0 0 0 Total 0 0 0 0 Percent Low/Mod Annual Accomplishments Years Accomplishment Narrative # Benefitting 2010 All utility connections were completed without CDBG assistance. Project was cancelled on May 8, 2012 subsequent to a substantial amendment to the 201012011 Action Plan. Funds will be reallocated to a new 2012-2013 Sidewalk, Curb, and Gutter Improvements project. PGM Year: 2011 Project: 0001 - CDBG Administration IDIS Activity: 206 - CDBG Administration Status: Completed 8/29/2012 12:00:00 AM Location: , Initial Funding 11/17/2011 Financing Funded Amount: 52,163.75 Drawn Thru Program Year: 52,163.75 Drawn In Program Year: 0.00 Proposed Accomplishments Actual Accomplishments Number assisted: White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 Low Mod 0 Moderate 0 Objective: Outcome: Matrix Code: General Program Administration National Objective: Description: This project will provide for the overall administration of the CDBG Program. Owner Renter Total Hispani Total Hispani 0 0 0 0 Person Total Person Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Non Low Moderate Total Percent Low/Mod Annual Accomplishments No data returned for this view. This might be because the applied filter excludes all data. PGM Year: 2011 Project: 0002 - Fair Housing Services IDIS Activity: 207 - Fair Housing Services Status: Completed 8/29/2012 12:00:00 AM Location: Initial Funding 11/17/2011 Financing Funded Amount: 12,000.00 Drawn Thru Program Year: 12,000.00 Drawn In Program Year: 0.00 Proposed Accomplishments Actual Accomplishments Number assisted: White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category: Owner Renter Total Extremely Low 0 Low Mod 0 Moderate 0 Objective: Outcome: Matrix Code: Fair Housing Activities (subject to National Objective: Description: This project will provide fair housing education, counseling, and enforcement services to current Newport Beach residents, coupled with landlordtenat counseling services. Owner Renter Total Hispani Total Hispani 0 0 0 0 Person Total Person Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 n Non Low Moderate Total Percent Low/Mod Annual Accomplishments No data returned for this view. This might be because the applied filter excludes all data. PGM Year: 2011 Project: 0003 - Community Resource Center IDIS Activity: 208 - Community Resource Center Status: Completed 8/29/2012 12:00:00 AM Objective: Create suitable living environments Location: 1920 E Warner Ave Ste A Santa Ana, CA 92705-5547 Outcome: Availability/accessibility Matrix Code: Battered and Abused Spouses Initial Funding 11/17/2011 Financing Funded Amount: 3,769.19 Drawn Thru Program Year: 3,769.19 Drawn In Program Year: 0.00 Proposed Accomplishments Total Hispanic People (General) : 7 0 Actual Accomplishments 0 Number assisted: 12 2 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category: Owner Renter Total Extremely Low 0 0 0 Low Mod 0 0 0 National Objective: LMC Description: This project will provide a wide variety of counseling and educational programs to help victims and their family members deal with the effects of domestic violence. Person 11 2 Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 12 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 4 0 0 0 Person 11 2 Moderate 0 0 0 1 Non Low Moderate 0 0 0 0 Total 0 0 0 14 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2011 1st Qtr. the organization provided counseling and legal advocacy to 5 unduplicated clients. 2nd Qtr. provided assistance to 2 unduplicated clients, totaling 10 client contacts. 3rd Qtr. provided assistance to 4 unduplicated clients, totaling 30 client contacts. 4th Qtr. provided assistance to 3 unduplicated clients, totaling 48 client contacts. A total of 14 unduplicated persons were assisted during this FY and a total of 115 client contacts. PGM Year: 2011 Project: 0004 - Families Forward: Transitional Housing IDIS Activity: 209 - Families Forward: Transitional Housing Status: Completed 8/29/2012 12:00:00 AM Location: 9221 Irvine Blvd Irvine, CA 92618-1645 Initial Funding 11/17/2011 Financing Total Funded Amount: 8,406.00 Drawn Thru Program Year: 8,406.00 Drawn In Program Year: 0.00 Proposed Accomplishments 0 0 People (General) : 100 0 Actual Accomplishments 0 Number assisted: White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category: Owner Renter Total Extremely Low 0 0 0 Low Mod 0 0 0 Total W, Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Public Services (General) (05) National Objective: LMC Description: This program will provide assistance to homeless families to regain stability and self sufficiency. The target population is homeless families with children. The program also provides case management and supportive services. Funds will be used to pay a portion of the salary of a case manager. Owner Renter Total Person Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 99 36 0 0 0 0 0 41 4 0 0 0 0 0 1 1 0 0 0 0 0 4 4 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 147 46 Person 101 44 Fol n Moderate 0 0 0 2 Non Low Moderate 0 0 0 0 Total 0 0 0 147 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2011 1st Qtr. Families Forward provided transitional housing services to 103 unduplicated individuals which comprise 32 families moving them from crisis towards stability. 2nd Qtr. the Organization assisted 6 unduplicated persons. 3rd Qtr. the organization assisted 9 unduplicated persons. 4th Qtr. the Organization assisted 29 unduplicated persons which comprise 7 families assisted. A total of 147 unduplicated persons were assisted during this fiscal year. PGM Year: 2011 Project: 0005 - Age Well Senior Services:Home Delivered Meals IDIS Activity: 210 -Age Well Senior Services:Home Delivered Meals Status: Completed 8/29/2012 12:00:00 AM Location: 24300 EI Toro Rd Ste 2000 Laguna Woods, CA 92637-2777 Initial Funding 11/17/2011 Financing Funded Amount: 18,492.00 Drawn Thru Program Year: 18,492.00 Drawn In Program Year: 0.00 Proposed Accomplishments Total Hispanic People (General) : 100 0 Actual Accomplishments 0 Number assisted: 142 2 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category: Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Senior Services (05A) National Objective: LMC Description: This project provides home -delivered meals to homebound senior citizens (62 years or older) who are unable to prepare meals for themselves due to age, illness, or disability. The funds will be used to pay a portion of the salary of the meal staff. 1 Owner Renter Total Person Extremely Low 0 0 0 68 Low Mod 0 0 0 27 G] 0 Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 142 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 145 2 1 Owner Renter Total Person Extremely Low 0 0 0 68 Low Mod 0 0 0 27 G] 0 Moderate 0 0 0 38 Non Low Moderate 0 0 0 12 Total 0 0 0 145 Percent Low/Mod 91.7% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2011 1st Qtr. Age Well Seniors provided to 88 unduplicated residents home -delivered meals totaling 13,092 meals delivered. 2nd Qtr. the organization provided to 21 unduplicated residents home -delivered meals totaling 11,199 meals delivered. 3rd Qtr. the organization provided to 21 unduplicated residents home -delivered meals totaling 12,705 meals delivered. 4th Qtr. the organization provided to 15 unduplicated residents home -delivered meals totaling 8,466 meals delivered. A total of 145 unduplicated residents were provided home -delivered meals totaling 45,465 meals delivered during this fiscal year. PGM Year: 2011 Project: 0006 - Serving People In Need: Substance Abuse Treatment IDIS Activity: 211 - Serving People In Need: Substance Abuse Treatment Status: Completed 8/29/2012 12:00:00 AM Objective: Create suitable living environments Location: 151 Kalmus Dr Ste H2 Costa Mesa, CA 92626-5969 Outcome: Availability/accessibility Matrix Code: Substance Abuse Services (05F) Initial Funding 11/17/2011 Financing Funded Amount: 9,246.00 Drawn Thru Program Year: 9,246.00 Drawn In Program Year: 0.00 Proposed Accomplishments Total Hispanic People (General) : 7 0 Actual Accomplishments 0 Number assisted: 7 2 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category: Owner Renter Total Extremely Low 0 0 0 Low Mod 0 0 0 National Objective: LMC Description: This project provides access to substance abuse recovery to those least able to afford it - the homeless and low income. Case management will be provided, counseling, medical assistance, and legal assistance. Funds will be used to pay for personnel costs to implement this program. Person 7 0 Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 7 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7 2 0 0 0 Person 7 0 Moderate 0 0 0 0 Non Low Moderate 0 0 0 0 Total 0 0 0 7 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2011 1st Qtr. there were no new persons assisted. 2nd Qtr. SPIN provided assistance to 3 unduplicated clients. 3rd Qtr. SPIN provided assistance to 4 unduplicated clients. 4th Qtr. there were no new persons assisted. A total of 7 unduplicated persons were assisted, totaling 85 client contacts during this fiscal year. PGM Year: 2011 Project: 0007 - Share Our Selves (SOS): Free Medical and Dental Clinics IDIS Activity: 212 - SOS Free Medical and Dental Clinics Status: Completed 8/29/2012 12:00:00 AM Objective: Create suitable living environments Location: 1550 Superior Ave Costa Mesa, CA 92627-3653 Outcome: Availability/accessibility Matrix Code: Public Services (General) (05) Initial Funding 11/17/2011 Financing Funded Amount: 8,555.00 Drawn Thru Program Year: 8,555.00 Drawn In Program Year: 0.00 Proposed Accomplishments Total Hispanic People (General) : 100 0 Actual Accomplishments 0 Number assisted., 318 122 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category: National Objective: LMC Description: This program will provide primaryurgent care on a daily walk-in basis, chronic care, and specialty care by appointment to unisured Orange County residents and patients in the County MSI Program. This program will assist lowmod income persons. Owner Renter Total Person Extremely Low 0 0 0 292 Low Mod 0 0 0 96 0 0 Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 318 122 0 0 0 0 0 0 6 0 0 0 0 0 0 0 16 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 62 34 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 404 156 Owner Renter Total Person Extremely Low 0 0 0 292 Low Mod 0 0 0 96 0 0 Moderate 0 0 0 11 Non Low Moderate 0 0 0 5 Total 0 0 0 404 Percent Low/Mod 98.8% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2011 1st Qtr SOS provided medical clinic services to 98 unduplicated persons. 33 were Female Head of Households. 2nd Qtr. SOS provided services to 97 unduplicated persons. 33 were Female Head of Households. 3rd Qtr. SOS provided services to 113 unduplicated persons. 40 were Female Head of Households. 4th Qtr. SOS provided services to 96 unduplicated persons. 38 were Female Head of Households. A total of 404 unduplicated persons were provided with medical clinic services during this fiscal year. PGM Year: 2011 Project: 0008 - Section 108 Loan Repayment IDIS Activity: 213 - Section. 108 Loan Repayment Status: Completed 8/29/2012 12:00:00 AM Location: Initial Funding 11/17/2011 Financing Funded Amount: 201,653.30 Drawn Thru Program Year: 201,653.30 Drawn In Program Year: 0.00 Proposed Accomplishments Actual Accomplishments Number assisted: White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category: Owner Renter Total Extremely Low 0 Low Mod 0 Moderate 0 Objective: Outcome: Matrix Code: Planned Repayment of Section National Objective: Description: Funds will be used to repay the City's Section 108 Loan. The loan was used to partially fund public improvements to the Balboa Target Area. Owner Renter Total Hispani Total Hispani 0 0 0 0 Person Total Person Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 U Non Low Moderate Total Percent Low/Mod Annual Accomplishments No data returned for this view. This might be because the applied filter excludes all data. PGM Year: 2011 Project: 0009 - Sidewalk, Curb and Gutter Improvements IDIS Activity: 214 - Sidewalk, Curb and Gutter Improvements Status: Canceled 7/25/2012 8:15:05 PM Location: 3300 Newport Blvd Newport Beach, CA 92663-3816 Initial Funding 11/17/2011 Financing Funded Amount: 0.00 Drawn Thru Program Year: 0.00 Drawn In Program Year: 0.00 Proposed Accomplishments Total Hispanic Public Facilities: 10 0 Actual Accomplishments 0 Number assisted: 0 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category: Owner Renter Total Extremely Low 0 0 0 Low Mod 0 0 0 Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Sidewalks (03L) National Objective: LMC Description: This project will provide funds for public improvements such as construction of curb access ramps citywide. Funds will provide a portion of the construction cost. Person 0 0 Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Person 0 0 Moderate Non Low Moderate Total Percent Low/Mod Annual Accomplishments Years Accomplishment Narrative # Benefitting 2011 This Activity will be cancelled on April 24, 2012 subsequest to a substantial amendment to the 2011-2012 Action Plan. Funds will be reallocated to the proposed 2012/2013 Sidewalk, Curb, and Gutter Improvements project. PGM Year: 2012 Project: 0001 - CDBG Administration IDIS Activity: 215 - CDBG Administration Status: Completed 8115/2013 12:00:00 AM Location: Initial Funding 09/2112012 Financing Funded Amount: 58,133.00 Drawn Thru Program Year: 58,133.00 Drawn In Program Year: 58,133.00 Proposed Accomplishments Actual Accomplishments Number assisted White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category: Owner Renter Total Extremely Low 0 Low Mod 0 Moderate 0 Objective: Outcome: Matrix Code: General Program Administration National Objective Description: This project will provide for the overall administration of the CDBG Program, to include: preparation and submission of the Annual Action Plan and the Caper, IDIS data input, provision of technical assistance, monitoring of all projects, and overall fiscal management. Owner Renter Total Hispani Total Hispani 0 0 0 0 Person Total Person Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 A Non Low Moderate Total Percent Low/Mod Annual Accomplishments No data returned for this view. This might be because the applied filter excludes all data. PGM Year: 2012 Project: 0002 - Fair Housing IDIS Activity: 216 - Fair Housing Services Status: Completed 8/15/2013 12:00:00 AM Objective: Location: Outcome: Matrix Code: Fair Housing Activities (subject to National Objective: Initial Funding 09/21/2012 Description: Financing The project will provide fair housing education, counseling, and enforcement services to current or potential Newport Beach residents, coupled with landlordtenant counseling services. These Funded Amount: 12,000.00 services impact and benefit target CDBG areas and the extremely -low to moderate income Drawn Thru Program Year: 12,000.00 population. Drawn In Program Year: 12,000.00 Proposed Accomplishments Actual Accomplishments Owner Renter Total Person Number assisted: Total Hispani Total Hispani Total Hispanic Total Hispanic White: 0 0 Black/African American: 0 0 Asian: 0 0 American Indian/Alaskan Native: 0 0 Native Hawaiian/Other Pacific Islander: 0 0 American Indian/Alaskan Native & White: 0 0 Asian White: 0 0 Black/African American & White: 0 0 American Indian/Alaskan Native & Black/African American: 0 0 Other multi -racial: 0 0 Asian/Pacific Islander: 0 0 Hispanic: 0 0 Total: 0 0 0 0 0 0 0 0 Female -headed Households: Income Category: Owner Renter Total Person Extremely Low 0 Low Mod 0 Moderate 0 III Non Low Moderate Total Percent Low/Mod Annual Accomplishments No data returned for this view. This might be because the applied filter excludes all data. PGM Year: 2012 Project: 0003 - Human Options: Community Resource Center IDIS Activity: 217 - Human Options: Community Resource Center Status: Completed 8/15/2013 12:00:00 AM Location: Address Suppressed Initial Funding 09/21/2012 Financing Funded Amount: 3,312.89 Drawn Thru Program Year: 3,312.89 Drawn In Program Year: 3,312.89 Proposed Accomplishments Total Hispanic People (General) : 7 0 Actual Accomplishments 0 Number assisted: 3 0 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category: Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Battered and Abused Spouses National Objective: LMC Description: This project will provide a wide variety of counseling and educational programs to help victims and their family members deal with the effects of domestic violence. CDBG funds will be used to pay for a portion of the salaries of staff who provide counseling and case management services. C Owner Renter Total Person Extremely Low 0 0 0 4 Low Mod 0 0 0 0 0 n Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4 0 C Owner Renter Total Person Extremely Low 0 0 0 4 Low Mod 0 0 0 0 0 n Moderate 0 0 0 0 Non Low Moderate 0 0 0 0 Total 0 0 0 4 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2012 1st Qtr. 2 unduplicated persons were served and 8 client contacts were made. 2nd Qtr. 1 unduplicated person was assisted and 1 client contact was made. 3rd Qtr. 0 unduplicated persons were assisted. 4th Qtr. 0 unduplicates persons were assisted. A total of 4 persons were assisted during the fiscal year and 10 client contacts were made. PGM Year: 2012 Project: 0004 - Families Forward: Transitional Housing Program IDIS Activity: 218 - Families Forward: Transitional Housing Program Status: Completed 8/15/2013 12:00:00 AM Location: Address Suppressed Initial Funding 09/28/2012 Financing Funded Amount: 9,000.00 Drawn Thru Program Year: 9,000.00 Drawn In Program Year: 9,000.00 Proposed Accomplishments Total Hispanic People (General) : 100 0 Actual Accomplishments 0 Number assisted., 115 26 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category: Owner Renter Total Extremely Low 0 0 0 Low Mod 0 0 0 Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Public Services (General) (05) National Objective: LMC Description: The Transitional Housing program assists homeless families to regain stability and self sufficiency. The target population is homeless families with children. The program provides case management and supportive services to households residing in Families Forward transitional housing units. CDBG funds will be use to pay for a portion of the salary of a case manager. Person 92 58 0 0 Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 115 26 0 0 0 0 0 0 19 0 0 0 0 0 0 0 5 0 0 0 0 0 0 0 3 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 150 29 Person 92 58 0 0 Moderate 0 0 0 0 Non Low Moderate 0 0 0 0 Total 0 0 0 150 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2012 1st Qtr. 109 unduplicated persons were assisted, which comprised 8 families helped. The organization completed 109% of its proposed annual goal. 2nd Qtr. 12 unduplicated persons were assisted, which comprised 2 families helped. 3rd Qtr. 19 unduplicated persons were assisted, which comprised 7 families helped. 4th Qtr. 10 unduplicates persons were assisted, which comprised 3 families helped. A total of 150 unduplicated persons were assisted, comprising 20 families helped. PGM Year: 2012 Project: 0005 - Age Well Senior Services: Home Delivered Meals IDIS Activity: 219 - Age Well Senior Services: Home Delivered Meals Status: Completed 8/15/2013 12:00:00 AM Objective: Create suitable living environments Location: Address Suppressed Outcome: Availability/accessibility Matrix Code: Senior Services (05A) National Objective: LMC Initial Funding 09/28/2012 Description: Financing Age Well Senior Services will provide home -delivered meals to homebound senior citizens (62 years or older) who are uanble to prepare meals for themselves due to age, illness, or disability. Funded Amount: 15,600.00 CDBG funds will be used to pay for a portion of the salary of home-deliverd meal staff. Drawn Thru Program Year: 15,600.00 Drawn In Program Year: 15,600.00 Proposed Accomplishments People (General) : 100 Actual Accomplishments Owner Renter Total Person Number assisted: Total Hispani Total Hispani Total Hispanic Total Hispanic White: 0 0 0 0 0 0 112 4 Black/African American: 0 0 0 0 0 0 0 0 Asian: 0 0 0 0 0 0 0 0 American Indian/Alaskan Native: 0 0 0 0 0 0 0 0 Native Hawaiian/Other Pacific Islander: 0 0 0 0 0 0 0 0 American Indian/Alaskan Native & White: 0 0 0 0 0 0 0 0 Asian White: 0 0 0 0 0 0 0 0 Black/African American & White: 0 0 0 0 0 0 0 0 American Indian/Alaskan Native & Black/African American: 0 0 0 0 0 0 0 0 Other multi -racial: 0 0 0 0 0 0 0 0 Asian/Pacific Islander: 0 0 0 0 0 0 0 0 Hispanic: 0 0 0 0 0 0 0 0 Total: 0 0 0 0 0 0 112 4 Female -headed Households: 0 0 0 Income Category: Owner Renter Total Person Extremely Low 0 0 0 58 Low Mod 0 0 0 20 Moderate 0 0 0 20 Non Low Moderate 0 0 0 14 Total 0 0 0 112 Percent Low/Mod 87.5% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2012 1st Qtr. 68 unduplicated persons were assisted. A total of 9,261 meals were home delivered. 2nd Qtr. 18 unduplicated persons were assisted. A total of 9,147 meals were home delivered. 3rd Qtr. 13 unduplicated persons were assisted. A total of 8,265 meals were home delivered. 4th Qtr. 13 unduplicated persons were assisted. A total of 8,019 meals were home delivered. A total of 112 unduplicates clients were assisted. A total of 34,692 meals were home delivered throughout the fiscal year. PGM Year: 2012 Project: 0006 - SPIN: Substance Abuse Treatment Program (SARP) IDIS Activity: 220 - SPIN: Substance Abuse Treatment Program (SARP) Status: Completed 8/15/2013 12:00:00 AM Location: Address Suppressed Initial Funding 09/28/2012 Financing Total Funded Amount: 10,000.00 Drawn Thru Program Year: 10,000.00 Drawn In Program Year: 10,000.00 Proposed Accomplishments Total Hispanic People (General) : 7 0 Actual Accomplishments 0 Number assisted: 5 0 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Substance Abuse Services (05F) National Objective: LMC Description: SARP provides access to substance abuse recovery to those least able to afford it - the homeless and low income. These individuals cannot otherwise afford treatment. Case management includes:counseling, supplemental employment services, medical assistance, and legal assistance. CDBG funds will be used to pay for personnel costs to implement this program. Female -headed Households: 0 0 0 Income Category: Owner Renter Total Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7 0 Female -headed Households: 0 0 0 Income Category: Owner Renter Total Person Extremely Low 0 0 0 7 Low Mod 0 0 0 0 Moderate 0 0 0 0 Non Low Moderate 0 0 0 0 Total 0 0 0 7 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2012 1st Qtr. 5 unduplicated persons were assisted and 45 client contacts were made. 2nd Qtr. 2 unduplicated persons were assisted and 29 client contacts were made. 3rd Qtr. 0 unduplicated persons were assisted and 2 client contacts were made. 4th Qtr. 0 unduplicated persons were assisted and 7 client contacts were made with duplicated clients. A total of 7 unduplicated persons were assisted and a total of 83 client contacts were made throughout the fiscal year. PGM Year: 2012 Project: 0007 - SOS: SOS Free Medical and Dental Clinics IDIS Activity: 221 - SOS: SOS Free Medical and Dental Clinics Status: Canceled 7/27/2013 12:00:00 AM Location: Address Suppressed Initial Funding Financing Funded Amount: Drawn Thru Program Year: Drawn In Program Year: Proposed Accomplishments People (General) : 100 Actual Accomplishments Number assisted: Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Public Services (General) (05) National Objective: LMC 09/28/2012 Description: Share Our Selves will provide primaryurgent care on a daily walk-in basis, chronic care, and 0.00 specialty care by appointment to uninsured Orange County residents and patients in the County MSI Program. In addition, SOS provides bridge medical care to patients who qualify for medical 0.00 insurance programs and are waiting to be placed in an appropriate medical home or who will not 0.00 qualify but who reside far from SOS and therefore need to establish a medical home closer to White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category: Owner Renter Total Extremely Low 0 0 0 Low Mod 0 0 0 Person 0 0 Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Person 0 0 Moderate Non Low Moderate Total Percent Low/Mod Annual Accomplishments Years Accomplishment Narrative # Benefitting 2012 1st. Qtr. SOS has not reported the accomplishments for this period. Pending submittal during the next reporting period. 2nd Qtr SOS has requested to cancel its agreement since SOS can't comply with the reporting requirements. ACTIVITY WAS CANCELED ON 12/27/12. PGM Year: 2012 Project: 0008 - Walk in Service for Youth Program IDIS Activity: 222 - Walk in Service for Youth Program Status: Completed 8/15/2013 12:00:00 AM Location: Address Suppressed Initial Funding Financing Funded Amount: Drawn Thru Program Year: Drawn In Program Year: Proposed Accomplishments People (General) : 25 Actual Accomplishments Number assisted., Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Public Services (General) (05) National Objective: LMC 09/28/2012 Description: The YES walk in Service for Youth Program will provide effective employment related services to 5,000.00 youth from low- and moderate -income households. Program services are provided by professional staff who hold bachelor's degrees and have at least five (5) years of experience, as 5,000.00 well as from trained volunteers. Services include: A two hour employment skills class where youth 5,000.00 learn important basic skills such as how to fill out job applications. Upon completion of these White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category: Owner Renter Total Extremely Low 0 0 0 Low Mod 0 0 0 Person 13 7 0 0 Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 23 11 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 25 11 Person 13 7 0 0 Moderate 0 0 0 5 Non Low Moderate 0 0 0 0 Total 0 0 0 25 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2012 1st Qtr. 12 unduplicated youths were served through the program and 47 client contacts were made. 2nd Qtr. 0 unduplicated youths were served, however, existing youth from the prior quarter continued in the program and 40 youth contacts were made. 3rd Qtr. 4 unduplicated youths were served through the program and 28 youth contacts were made. 4th Qtr. 9 unduplicated youths were served through the program and 53 youth contacts were made. A total of 25 unduplicated youths were served and a total of 168 youth contacts were made throughout the fiscal year. PGM Year: 2012 Project: 0009 - Section 108 Loan Repayment IDIS Activity: 223 - Section 108 Loan Repayment Status: Completed 8/15/2013 12:00:00 AM Location: , Objective: Outcome: Matrix Code: Planned Repayment of Section National Objective: Initial Funding 09/28/2012 Description: Financing Funds will be used to repay the City's Section 108 Loan. The loan was used to partially fund Funded Amount: 202,485.20 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 Drawn Thru Program Year: 202,485.20 Parking Lot, Pier Plaza, and Lot A connecting access to Main Street. Drawn In Program Year: 202,485.20 Proposed Accomplishments Actual Accomplishments Number assisted White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category: Owner Renter Total Extremely Low 0 Low Mod 0 Moderate 0 Owner Renter Total Hispani Total Hispani 0 0 0 0 Person Total Person Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 M Non Low Moderate Total Percent Low/Mod Annual Accomplishments No data returned for this view. This might be because the applied filter excludes all data. PGM Year: 2012 Project: 0010 - Sidewalk Curb and Gutter Improvements IDIS Activity: 224 - Sidewalk Curb and Gutter Improvements Status: Completed 8/22/2013 12:00:00 AM Location: 3300 Newport Blvd Newport Beach, CA 92663-3816 Initial Funding 09/28/2012 Financing Total Funded Amount: 96,206.00 Drawn Thru Program Year: 96,206.00 Drawn In Program Year: 96,206.00 Proposed Accomplishments 0 0 Public Facilities: 1 0 Actual Accomplishments 0 Number assisted: 0 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category: Total n I Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Sidewalks (03L) National Objective: LMC Description: This project will provide improvements to repair concrete ADA access pathways and other ADA improvements citywide. The work will be performed by a private consultant and contractor. Owner Renter Total Person Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 7,660 454 0 0 0 0 0 90 5 0 0 0 0 0 358 21 0 0 0 0 0 80 5 0 0 0 0 0 23 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 384 23 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8,595 509 Owner Renter Total Person Extremely Low 0 0 0 0 Low Mod 0 0 0 8,595 0 0 Moderate 0 0 0 0 Non Low Moderate 0 0 0 0 Total 0 0 0 8,595 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2012 1st Qtr. Pubic Works Dept, prepared the bid package and put it out to bid. 2nd Qtr. Contract was awarded and construction is underway. 3rd Qtr. Construction portion of the project is about 80% complete. 4th Qtr. 100% construction has been completed. Project is completed. Total Funded Amount: $3,885,900.13 Total Drawn Thru Program Year: $3,885,900.13 Total Drawn In Program Year: $411,737.09 PR03 - NEWPORT BEACH Page: 1 of 1 IDIS U.S. DEPARTMENT OF HOUSING AND URBAN DATE: 8/27/2013 DEVELOPMENT TIME: 6:55:13 PM OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT PAGE: 1/1 PR06 - Summary of Consolidated Plan Projects for Report Year 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 20121 CDBG Administration CDBG Administration CDBG $58,133.00 $58,133.00 $58,133.00 $0.00 $58,133.00 2 Fair Housing Fair Housing CDBG $12,000.00 $12,000.00 $12,000.00 $0.00 $12,000.00 3 Human Options: Community Resource Center Human Options: Community Resource Center CDBG $4,000.00 $3,312.89 $3,312.89 $0.00 $3,312.89 4 Families Forward: Transitional Housing Program Families Forward: Transitional Housing Program CDBG $9,000.00 $9,000.00 $9,000.00 $0.00 $9,000.00 5 Age Well Senior Services: Home Delivered Meals Age Well Senior Services: Home Delivered Meals CDBG $15,600.00 $15,600.00 $15,600.00 $0.00 $15,600.00 6 SPIN: Substance Abuse Treatment Program (SARP) SPIN: Substance Abuse Treatment Program (SARP) CDBG $10,000.00 $10,000.00 $10,000.00 $0.00 $10,000.00 7 SOS: SOS Free Medical and Dental Clinics SOS: SOS Free Medical and Dental Clinics CDBG $9,000.00 $0.00 $0.00 $0.00 $0.00 8 Walk in Service for Youth Program Walk in Service for Youth Program CDBG $5,000.00 $5,000.00 $5,000.00 $0.00 $5,000.00 9 Section 108 Loan Repayment Section 108 Loan Repayment CDBG $202,486.00 $202,485.20 $202,485.20 $0.00 $202,485.20 10 Sidewalk Curb and Gutter Improvements Sidewalk Curb and Gutter Improvements CDBG $100,174.00 $96,206.00 $96,206.00 $0.00 $96,206.00 1/1 Count of CDBG Activities with Disbursements by Activity Group & Matrix Code Underway Completed Activity Group Activity Category Underway Activities Completed Activities Program Year Total Activities Count Disbursed Count Disbursed Count Disbursed Housing Rehab; Single -Unit Residential (14A) 0 $0.00 1 $0.00 1 $0.00 Total Housing Public Facilities and Improvements Public Facilities and Improvement (General) (03) Sidewalks (03L) Total Public Facilities and Improvements Public Services Public Services (General) (05) Senior Services (05A) General Administration and Planning Repayment of Section 108 Loans Grand Total Substance Abuse Services (05F) Battered and Abused Spouses (05G) Total Public Services General Program Administration (21A) Fair Housing Activities (subject to 20% Admin Cap) (21D) Total General Administration and Planning Planned Repayment of Section 108 Loan Principal (19F) Total Repayment of Section 108 Loans $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 0 $0.00 2 $96,206.00 2 $96,206.00 $0.00 $96,206.00 $96,206.00 0 $0.00 U.S. Department of Housing and Urban Development DATE: 08-27-13 $14,000.00 5 Office of Community Planning and Development TIME: 18:56 II illl Integrated Disbursement and Information System PAGE: 1 * * $15,600.00 yyo IIIIIIII m2 CDBG Summary of Accomplishments 11 2 Program Year: 2012 eqN oe� DEJ 2 $3,312.89 2 NEWPORT BEACH Count of CDBG Activities with Disbursements by Activity Group & Matrix Code Underway Completed Activity Group Activity Category Underway Activities Completed Activities Program Year Total Activities Count Disbursed Count Disbursed Count Disbursed Housing Rehab; Single -Unit Residential (14A) 0 $0.00 1 $0.00 1 $0.00 Total Housing Public Facilities and Improvements Public Facilities and Improvement (General) (03) Sidewalks (03L) Total Public Facilities and Improvements Public Services Public Services (General) (05) Senior Services (05A) General Administration and Planning Repayment of Section 108 Loans Grand Total Substance Abuse Services (05F) Battered and Abused Spouses (05G) Total Public Services General Program Administration (21A) Fair Housing Activities (subject to 20% Admin Cap) (21D) Total General Administration and Planning Planned Repayment of Section 108 Loan Principal (19F) Total Repayment of Section 108 Loans $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 0 $0.00 2 $96,206.00 2 $96,206.00 $0.00 $96,206.00 $96,206.00 0 $0.00 5 $14,000.00 5 $14,000.00 0 $0.00 2 $15,600.00 2 $15,600.00 0 $0.00 2 $10,000.00 2 $10,000.00 0 $0.00 2 $3,312.89 2 $3,312.89 0 $0.00 11 $42,912.89 11 $42,912.89 0 $0.00 2 $58,133.00 2 $58,133.00 $0.00 2 $12,000.00 2 $12,000.00 $0.00 4 $70,133.00 4 $70,133.00 50.00 2 $202,485.20 2 $202,485.20 $0.00 $202,485.20 $202,485.20 $0.00 20 $411,737.09 21 $411,737.09 CDBG Sum of Actual Accomplishments by Activity Group and Accomplishment Type Activity Group Matrix Code U.S. Department of Housing and Urban Development DATE: 08-27-13 �,,, Program Year Totals Office of Community Planning and Development TIME: 18:56 II Public Facilities Integrated Disbursement and Information System PAGE: 2 * ■III * Improvements yyo IIIIIIII m2 CDBG Summary of Accomplishments 11 8,595 Program Year: 2012 eqN oe� DEJ 0 726 726 NEWPORT BEACH CDBG Sum of Actual Accomplishments by Activity Group and Accomplishment Type Activity Group Matrix Code Accomplishment Type Open Count Completed Count Program Year Totals Public Facilities and Sidewalks (03L) Public Facilities 0 8,595 8,595 Improvements Total Public Facilities and Improvements 0 8,595 8,595 Public Services Public Services (General) (05) Persons 0 726 726 Senior Services (05A) Persons 0 257 257 Substance Abuse Services (05F) Persons 0 14 14 Battered and Abused Spouses(OSG) Persons 0 18 18 Total Public Services 0 1,015 1,015 Grand Total 0 9,610 9,610 CDBG Beneficiaries by Racial / Ethnic Category Housing -Non Housing Race U.S. Department of Housing and Urban Development DATE: 08-27-13 Total Hispanic Office of Community Planning and Development TIME: 18:56 II Persons Integrated Disbursement and Information System PAGE: 3 * ■III * 8,496 yyo IIIIIIII m2 CDBG Summary of Accomplishments 11 157 Program Year: 2012 eqN oe� DEJ Asian 384 22 NEWPORT BEACH CDBG Beneficiaries by Racial / Ethnic Category Housing -Non Housing Race Total Hispanic Total Hispanic Total Persons Persons Total Households Households Non Housing White 8,496 659 0 0 Black/African American 157 9 0 0 Asian 384 22 0 0 American Indian/Alaskan Native 88 12 0 0 Native Hawaiian/Other Pacific Islander 26 1 0 0 American Indian/Alaskan Native & White 1 0 0 0 Asian & White 1 0 0 0 Other multi -racial 457 60 0 0 Total Non Housing 9,610 763 0 0 Grand Total White 8,496 659 0 0 Black/African American 157 9 0 0 Asian 384 22 0 0 American Indian/Alaskan Native 88 12 0 0 Native Hawaiian/Other Pacific Islander 26 1 0 0 American Indian/Alaskan Native & White 1 0 0 0 Asian & White 1 0 0 0 Other multi -racial 457 60 0 0 Total Grand Total 9,610 763 0 0 CDBG Beneficiaries by Income Category Income Levels Owner Occupied U.S. Department of Housing and Urban Development DATE: 08-27-13 Persons Non Housing Extremely Low (<=30%) Office of Community Planning and Development TIME: 18:56 II illl Integrated Disbursement and Information System PAGE: 4 * * 8,680 yyo IIIIIIII m2 CDBG Summary of Accomplishments 11 Total Low -Mod Program Year: 2012 eqN oe� DEJ NEWPORT BEACH CDBG Beneficiaries by Income Category Income Levels Owner Occupied Renter Occupied Persons Non Housing Extremely Low (<=30%) 0 0 174 Low (>30% and <=50%) 0 0 8,680 Mod (>50% and <=80%) 0 0 25 Total Low -Mod 0 0 8,879 Non Low -Mod (>80%) 0 0 14 Total Beneficiaries 0 0 8,893 Poktj TOF Office of Community Planning and Development DATE: 10-02-13 R* U.S. Department of Housing and Urban Development TIME: 15:33 y III�III Integrated Disbursement and Information System PAGE: 1 *% 0.00 20 IIIIIIII PR26 - CDBG Financial Summary Report e� 1919 Program Year 2012 4/V DEVE�'O NEWPORT BEACH, CA PART I: SUMMARY OF CDBG RESOURCES 01 UNEXPENDED CDBG FUNDS AT END OF PREVIOUS PROGRAM YEAR 77,304.14 02 ENTITLEMENT GRANT 350,669.00 03 SURPLUS URBAN RENEWAL 0.00 04 SECTION 108 GUARANTEED LOAN FUNDS 0.00 05 CURRENT YEAR PROGRAM INCOME 0.00 05a CURRENT YEAR SECTION 108 PROGRAM INCOME (FOR SI TYPE) 0.00 06 RETURNS 0.00 07 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE 0.00 08 TOTAL AVAILABLE (SUM, LINES O1-07) 427,973.14 PART II: SUMMARY OF CDBG EXPENDITURES 09 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 139,118.89 10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT SUBJECT TO LOW/MOD BENEFIT 0.00 11 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 09 + LINE 10) 139,118.89 12 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION 70,133.00 13 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS 202,485.20 14 ADJUSTMENT TO COMPUTE TOTAL EXPENDITURES 0.00 15 TOTAL EXPENDITURES (SUM, LINES 11-14) 411,737.09 16 UNEXPENDED BALANCE (LINE 08 - LINE 15) 16,236.05 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 139,118.89 20 ADJUSTMENT TO COMPUTE TOTAL LOW/MOD CREDIT 0.00 21 TOTAL LOW/MOD CREDIT (SUM, LINES 17-20) 139,118.89 22 PERCENT LOW/MOD CREDIT (LINE 21/LINE 11) 100.00% LOW/MOD BENEFIT FOR MULTI-YEAR CERTIFICATIONS 23 PROGRAM YEARS(PY) COVERED IN CERTIFICATION PY: PY: PY: 24 CUMULATIVE NET EXPENDITURES SUBJECT TO LOW/MOD BENEFIT CALCULATION 0.00 25 CUMULATIVE EXPENDITURES BENEFITING LOW/MOD PERSONS 0.00 26 PERCENT BENEFIT TO LOW/MOD PERSONS (LINE 25/LINE 24) 0.00% PART IV: PUBLIC SERVICE (PS) CAP CALCULATIONS 27 DISBURSED IN IDIS FOR PUBLIC SERVICES 42,912.89 28 PS UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 0.00 29 PS UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 0.00 30 ADJUSTMENT TO COMPUTE TOTAL PS OBLIGATIONS 0.00 31 TOTAL PS OBLIGATIONS (LINE 27 + LINE 28 - LINE 29 + LINE 30) 42,912.89 32 ENTITLEMENT GRANT 350,669.00 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) 350,669.00 36 PERCENT FUNDS OBLIGATED FOR PS ACTIVITIES (LINE 31/LINE 35) 12.24% PART V: PLANNING AND ADMINISTRATION (PA) CAP 37 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION 70,133.00 38 PA UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 0.00 39 PA UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 0.00 40 ADJUSTMENT TO COMPUTE TOTAL PA OBLIGATIONS 0.00 41 TOTAL PA OBLIGATIONS (LINE 37 + LINE 38 - LINE 39 +LINE 40) 70,133.00 42 ENTITLEMENT GRANT 350,669.00 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) 350,669.00 46 PERCENT FUNDS OBLIGATED FOR PA ACTIVITIES (LINE 41/LINE 45) 20.00% PokViTOF Office of Community Planning and Development DATE: 10-02-13 U.S. Department of Housing and Urban Development TIME: 15:33 y R* III�III *% Integrated Disbursement and Information System PAGE: 2 20 IIIIIIII PR26 - CDBG Financial Summary Report e� Program Year 2012 1919 4/V DEVE�'O NEWPORT BEACH, CA LINE 17 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 17 Report returned no data. LINE 18 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 18 Report returned no data. LINE 19 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 19 Plan Year IDIS Project IDIS Activity Voucher Activity Name Matrix National Number Code Objective Drawn Amount 2012 3 217 5505648 Human Options: Community Resource Center OSG LMC $354.53 2012 3 217 5567482 Human Options: Community Resource Center 05G LMC $27.29 2012 3 217 5595378 Human Options: Community Resource Center 05G LMC $2,931.07 2012 4 218 5505648 Families Forward: Transitional Housing Program 05 LMC $9,000.00 2012 5 219 5505648 Age Well Senior Services: Home Delivered Meals 05A LMC $3,900.00 2012 5 219 5532733 Age Well Senior Services: Home Delivered Meals 05A LMC $3,900.00 2012 5 219 5595378 Age Well Senior Services: Home Delivered Meals 05A LMC $7,800.00 2012 6 220 5505648 SPIN: Substance Abuse Treatment Program (SARP) 05F LMC $6,604.63 2012 6 220 5532733 SPIN: Substance Abuse Treatment Program (SARP) 05F LMC $3,313.39 2012 6 220 5595378 SPIN: Substance Abuse Treatment Program (SARP) 05F LMC $81.98 2012 8 222 5505648 Walk in Service for Youth Program 05 LMC $1,258.90 2012 8 222 5532733 Walk in Service for Youth Program 05 LMC $501.18 2012 8 222 5595378 Walk in Service for Youth Program 05 LMC $3,239.92 2012 10 224 5532733 Sidewalk Curb and Gutter Improvements 03L LMC $4,879.44 2012 10 224 5567482 Sidewalk Curb and Gutter Improvements 03L LMC $89,607.54 2012 10 224 5595378 Sidewalk Curb and Gutter Improvements 03L LMC $1,719.02 Total $139,118.89 Section 3 Summary Report Economic Opportunities for Low—and Very Low -Income Persons Section back of page for Public Reporting Burden statement U.S. Department of Housing and Urban Development Office of Fair Housing And Equal Opportunity OMB Approval No: 2529-0043 (exp. 11/30/2010) HUD Field Office: Los Angeles 1. Recipient Name 8 Address: (street, city, state, zip) City of Newport Beach 330 Newport Blvd. Newport Beach, CA 92663 2. Federal Identification', (grant no.) B -]2 -MC -06-0546 3. Total Amount of Award: $350,669 4. Contact Person Clint Whited, CDBG Consultant 5. Phone: (include area code) (909) 476-6006 x115 fi. Length of Grant: 12 Months ]. Reporting Period: 10/01/12 - 09/30/13 8, Date Report Submitted: 09/27/13 9. Program Code: (Use separate sheet for each program code) 7 10. Program Name: CDBG - Entitlement Part I: Employment and Training " Columns B, C and F are manda ry fields. Include New Hires in E &F A Job Category B Number of New Hires C Number of New Hires [hat are Sec. 3 Residents D % of Aggregate Number of Staff Hours of New Hires that are Sec. 3 Residents E % of Total Staff Hours for Section 3 Employees and Trainees F Number of Section Trainees Professionals 0 0 0 0 0 Technicians 0 0 0 0 0 Office/Clerical 0 0 0 0 0 Construction by Trade (List) Trade 0 0 0 0 0 Trade 0 0 0 0 0 Trade 0 0 0 0 0 Trade 0 0 0 0 0 Trade 0 0 0 0 0 Other List 0 0 0 0 0 Total 0 0. 0 0. 0 ' Program Codes 1 = Flexible Subsidy 2 = Section 202/811 3 - Publialludian Housing A = Development, B = Operation C = Modernization 4- Homeless Assistance 8- CDBG State Administered 5 = HOME 0 = Other CD Programs 6=HOME State Ad inistered 10= Other Housing Programs 7 = CDBG Entitlement Page 1 of 2 form HUD 60002 (6/2001) Ref 24 CFR 135 Part It Contracts Awarded 1. Construction Contracts: A. Total dollar amount of ail contracts awarded on the project $ 491,400.00 B. Total dollar amount of contracts awarded to Section 3 businesses $ 0.00 C. Percentage of the total dollar amount that was awarded to Section 3 businesses 0 % D. Total number of Section 3 businesses receiving contracts 0 2. Non -Construction Contracts: A. Total dollar amount all non -construction contracts awarded on the project/activity $ 0 B. Total dollar amount of non -construction contracts awarded to Section 3 businesses $ 0 C. Percentage of the total dollar amount that was awarded to Section 3 businesses 0 % D. Total number of Section 3 businesses receiving non-constructon contracts 0 Part III: Summary Indicate the efforts made to direct the employment and other economic opportunities generated by HUD financial assistance for housing and community development programs, to the greatest extent feasible, toward low -and very low-income persons, particularly those who are recipients of government assistance for housing. (Check all that apply.) Attempted to recruit low-income residents through: local advertising media, signs prominently displayed at the project site, contracts with the community organizations and public or private agencies operating within the metropolitan area (or nonmetropolitan county) in which the Section 3 covered program or project is located, or similar methods. _ Participated in a HUD program or other program which promotes the training or employment of Section 3 residents. Participated in a HUD program or other program which promotes the award of contracts to business concerns which meet the definition of Section 3 business concerns. Coordinated with Youthbuild Programs administered in the metropolitan area in which the Section 3 covered project is located. X Other; describe below. The City awarded one (1) contract that was Section 3 Covered (project assisted with $200,000 or more) during this fiscal year. However, no Section 3 Compliance was met. Public reporting for this collection of information is estimated to average 2 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. This agency may not collect this information, and you are not required to complete this form, unless it displays a currently valid OMB number. Section 3 of the Housing and Urban Development Act of 1968, as amended, 12 U.S.C. 1701 u, mandates that the Department ensures that employment and other economic opportunities generated by its housing and community development assistance programs are directed toward low- and very -low income persons, particularly those who are recipients of government assistance housing. The regulations are found at 24 CFR Part 135. The information will be used by the Department to monitor program recipients' compliance with Section 3, to assess the results of the Department's efforts to meet the statutory objectives of Section 3, to prepare reports to Congress, and by recipients as self-monitoring tool. The data is entered into a database and will be analyzed and distributed. The collection of information involves recipients receiving Federal financial assistance for housing and community development programs covered by Section 3. The information will be collected annually to assist HUD in meeting its reporting requirements under Section 808(e)(6) of the Fair Housing Act and Section 916 of the HCDA of 1992. An assurance of confidentiality is not applicable to this form. The Privacy Act of 1974 and OMB Circular A-108 are not applicable. The reporting requirements do not contain sensitive questions. Data is cumulative; personal identifying information is not included. Page 2 of 2 form HUD 60002 (1112010) Ref 24 CFR 135 Form HUD -60002, Section 3 Summary Report, Economic Opportunities for Low- and Very Low -Income Persons. Instructions: This form is to be used to report annual accomplishments regarding employment and other economic opportunities provided to low- and very low-income persons under Section 3 of the Housing and Urban Development Act of 1968. The Section 3 regulations apply to any public and Indian housing programs that receive: (1) development assistance pursuant to Section 5 of the U.S. Housing Act of 1937; (2) operating assistance pursuant to Section 9 of the U.S. Housing Act of 1937; or (3) modernization grants pursuant to Section 14 of the U.S. Housing Act of 1937 and to recipients of housing and community development assistance in excess of $200,000 expended for: (1) housing rehabilitation (including reduction and abatement of lead-based paint hazards); (2) housing construction; or (3) other public construction projects; and to contracts and subcontracts in excess of $100,000 awarded in connection with the Section -3 -covered activity. Form HUD -60002 has three parts, which are to be completed for all programs covered by Section 3. Part I relates to employment and training. The recipient has the option to determine numerical employment/training goals either on the basis of the number of hours worked by new hires (columns B, D. E and F). Part II of the form relates to contracting, and Part III summarizes recipients' efforts to comply with Section 3. Recipients or confimctars subject to Section 3 requirements must maintain appropriate documentation to establish that HUD financial assistance for housing and community development programs were directed toward low- and very low-income persons.' A recipient of Section 3 covered assistance shall submit one copy of this report to HUD Headquarters, Office of Fair Housing and Equal Opportunity. Where the program providing assistance requires an annual performance report, this Section 3 report is to be submitted at the same time the program performance report is submitted. Where an annual performance report is not required, this Section 3 report is to be submitted by January 10 and, if the project ends before December 31, within 10 days of project completion. Only Prime Recipients are required to report to HUD. The report must include accomplishments of all recipients and their Section 3 covered contractors and subcontractors. HUD Field Office: Enter the Field Office name . 1. Recipient: Enter the name and address of the recipient submitting this report. 2. Federal Identification: Enter the number that appears on the award form (with dashes). The award may be a grant, cooperative agreement or contract. 3. Dollar Amount of Award: Enter the dollar amount, rounded to the nearest dollar, received by the recipient. 4 & 5. Contact Person/Phone: Enter the name and telephone number of the person with knowledge of the award and the recipient's implementation of Section 3. 6. Reporting Period: Indicate the time period (months and year) this report covers. 7. Date Report Submitted: Enter the appropriate date. Submit one (1) copy of this report to the HUD Headquarters Office of Fair Housing and Equal Opportunity, at the same time the performance report is submitted to the program office. The Section 3 report is submitted by January 10. Include only contracts executed during the period specified in item 8. PHAs/IHAs are to report all contracts/subcontracts. ` The terms "low-income persons" and very low-income persons" have the same meanings given the terms in section 3 (b) (2) of the United States Housing Act of 1937. Low-income persons mean families (including single persons) whose incomes do not exceed 80 percent of the median income for the area, as determined by the Secretary, with adjustments for smaller and larger families, except that 8. Program Code: Enter the appropriate program code as listed at the bottom of the page. 9. Program Name: Enter the name of HUD Program corresponding with the "Program Code" in number 8. Part I: Employment and Training Opportunities Column A: Contains various job categories. Professionals are defined as people who have special knowledge of an occupation (i.e. supervisors, architects, surveyors, planners, and computer programmers). For construction positions, list each trade and provide data in columns B through F for each trade where persons were employed. The category of "Other' includes occupations such as service workers. Column B: (Mandatory Field) Enter the number of new hires for each category of workers identified in Column A in connection with this award. New hire refers to a person who is not on the contractor's or recipient's payroll for employment at the time of selection for the Section 3 covered award or at the time of receipt of Section 3 covered assistance. Column C: (Mandatory Field) Enter the number of Section 3 new hires for each category of workers identified in Column A in connection with this award. Section 3 new hire refers to a Section 3 resident who is not on the contractors or recipient's payroll for employment at the time of selection for the Section 3 covered award or at the time of receipt of Section 3 covered assistance. Column D: Enter the percentage of all the staff hours of new hires (Section 3 residents) in connection with this award. Column E: Enter the percentage of the total staff hours worked for Section 3 employees and trainees (including new hires) connected with this award. Include staff hours for part-time and full-time positions. Column F: (Mandatory Field) Enter the number of Section 3 residents that were trained in connection with this award. Part ll: Contract Opportunities Block 1: Construction Contracts Item A: Enter the total dollar amount of all contracts awarded on the project/program. Item B: Enter the total dollar amount of contracts connected with this project/program that were awarded to Section 3 businesses. Item C: Enter the percentage of the total dollar amount of contracts connected with this project/program awarded to Section 3 businesses. Item D: Enter the number of Section 3 businesses receiving awards. Block 2: Non -Construction Contracts Item A: Enter the total dollar amount of all contracts awarded on the project/program. Item B: Enter the total dollar amount of contracts connected with this project awarded to Section 3 businesses. Item C: Enter the percentage of the total dollar amount of contracts connected with this project/program awarded to Section 3 businesses. Item D: Enter the number of Section 3 businesses receiving awards. Partlll: Summary of Efforts—Self-explanatory The Secretary may establish income ceilings higher or lower than 80 percent of the median for the area on the basis of the Secretary's findings such that variations are necessary because of prevailing levels of construction costs or unusually high- or low-income families. Very low-income persons mean low-income families (including single persons) whose incomes do not exceed 50 percent of the median family Income area, as determined by the Secretary with adjustments or smaller and larger families, except that the Secretary may establish income ceilings higher or lower than 50 percent of the median for the area on the basis of the Secretary's findings that such variations are necessary because of unusually high or low family incomes. Page i form HUD 60002 (11/2010) Ret 24 CFR 135 APPENDIX " F" CHECKLIST APPENDIX "F": COMPLIANCE CHECKLIST The City's Consolidated Annual Performance Evaluation Report (CAPER) must comply with several federal regulations. This appendix is designed to aid the City's representative document that the report is in full compliance with the regulations. Was the statutory submission deadline met? Yes ® `No ❑ (Yes) Was the Financial Summary (IDIS Report number C04PR26) provided? Yes ® No ❑ - grantee notified, summary received (Appendix E) Did the report cover the appropriate program year? Yes ® No ❑ - grantee notified, correct report received (2012-2013) Does the report identify CPD entitlement funds? Yes ® `No ❑ (Section l: Executive Summary, Page 3) Does the report identify all known Federal/HUD resources available to the grantee (including SNAPS)? Yes ® "No ❑ (Section l: Part 5. Leveraging Resources, Page 16; Part 2: Federal Funds Available Page 18) ` Correct information noted andlor requested in PYR letter. NARRATIVES - GENERAL Does the Three/Five Year Goals and Obiectives assessment relate back to Strategic Consolidated Plan objectives? Yes ® 'No ❑ (Section/, Page 4) Does the report address High Priority Needs? Yes ® `No ❑ (Section l: Page 5) Does the Affordable Housing Evaluation include the number of extremely low, low, and moderate -income renter and owner households assisted during the reporting period? Yes ® 'No ❑ (Section ll, Page 27; Specific Housing Objectives, Pages 28-29) Does the Affordable Housing Evaluation include the number of households assisted with housing that meets the Section 215 definition of affordable housing for rental and home ownership? Yes ® 'No ❑ (Section It. Page 27, Narrative Pages 29) Section 215 Affordable Housing. 1. Rental Housing: A rental housing unit is considered to be an affordable housing unit if it is occupied by a low- income household or individual and bears a rent that is the lesser of a) the existing section 8 fair market rent for comparable units in the area or b) 30 CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX -F" percent of the adjusted income of a household whose income equals 65 percent of the median income for the area, except that HUD may establish income ceilings higher or lower than 65 percent of the median because of prevailing level of construction costs or fair market rents, or unusually high or low family incomes. 2. Homeownership: a) housing that is for purchase, with or without rehab., qualifies as affordable housing if it 1) is purchased by a low income first time homebuyer who will make the housing his or her principal residence and 2) has a sale price which does not exceed the mortgage limit for the type of single family housing for the area under HUD's single family insuring authority under the National Housing Act b) housing that is to be rehabilitated, but is already owned by a household when assistance is provided, qualifies as affordable if the housing 1) is occupied by a low - income household which uses the housing as its principal residence, and 2) has a value, after rehabilitation, that does not exceed the mortgage limit for the type of single family housing for the area as described in 2a) above. Note: these definitions apply for the purposes of enumerating the number of households assisted with housing meeting the 215 affordable housing definition regardless of the Federal funding source used in support of that housing. Was there a comparison of actual accomplishments with proposed goals for the reporting period? Yes ® *No ❑ (Section k Page 1 and Page 23) Were there efforts to address worse case needs? Yes ® *No ❑ (Section Ik Part 3. Worst Case Scenario, Page 29) Were there efforts to address the needs of persons with disabilities? Yes ® *No ❑ (Section V. Part 1. Non -Homeless Special Needs, Page 43) CONTINUUM OF CARE STRATEGY Does the CAPER identify actions taken at all points along the continuum from prevention and outreach through emergency, transitional, and permanent housing? Yes ® *No ❑ (Section Ill: Part 1. Homeless Needs, Page 31) Other Actions addressed, include: Actions taken to address obstacles to meeting underserved needs; Yes ® *No ❑ (Section l: Part 4. Actions Taken to Address Underserved Needs, Page 15) Fostering and maintaining affordable housing; Yes ® *No ❑ (Section Ik Part 1. Foster and Maintain Affordable Housing, Page 27) Eliminating barriers to affordable housing; Yes ® *No ❑ (Section ll: Part 1. Eliminate Barriers to Affordable Housing, Page 30) Overcoming gaps in institutional structures and enhancing coordination; Yes ® *No ❑ (Section l: Part 1. Institutional Structure/Enhance Coordination, Page 20) Improving public housing and resident initiatives; Yes ® *No ❑ N/A ❑ (Section Ik Part 1. Public Housing Strategy, Page 30) Evaluating and reducing lead based paint hazards; Yes ® *No ❑ (Section l: Part 1. Lead Based Paint, Page 26) Ensuring compliance with program and comprehensive planning requirements; and CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX -F" Yes ® 'No ❑ (Section l: Part 1. Managing the Process, Page 17) Reducing the number of persons living below the poverty level. Yes ® 'No ❑ (Section IV: Part 1. Antipoverty Strategy, Page 42) Did the submission include a description of the Leveraging of other public and private resources as indicated in the Plan, including how any matching requirements were satisfied? Yes Z *No ❑ (Section k Part 5. Leveraging Resources, Page 16) Was a Summary of Citizen Comments included in the submission? Yes ® "No ❑ (Section l: Part 1. Citizen Participation, Page 18) Did the report include a Self-evaluation? Yes 0 `No ❑ (Section 1. Part 3. Self -Evaluation, Page 22-26) Affirmatively Furthering Fair Housing evaluated by FHEO Division, all grantees. No review undertaken. 'Correct information noted and/or requested in PYR letter. CDBG ENTITLEMENT NARRATIVES Did the submission include an Assessment of the Relationship of CDBG Funds to the high priority needs/objectives in the plan, including an evaluation of the extent to which CDBG funds were used to benefit LMI persons? Yes ® 'No ❑ (Section IV. Part 1. Assessment of CDBG Funds v. Goals/Obj., Page 37-38) Did Narratives also include: An explanation of the nature of and reasons for any changes in program objectives, and an indication of how the jurisdiction would change its program as a result of its experience? Yes ® 'No ❑ (Section k Part 2. Manner in Which City Would Change Program, Page 5) An evaluation of the extent to which CDBG funds were used to benefit LMI persons? Yes ® *No ❑ (Section IV: Part 1. Extent of CDBG Funds Used for LMI Act., Page 37-38) Assessment of Efforts Made in Carrying Out Planned Actions described in the Consolidated Plan includes a narrative or other information which indicates that: The grantee pursued all resources indicated in the Consolidated Plan. Yes ® *No ❑ (Section IV., Part 3. Pursued All Resources, Page 38) Certifications for consistency were provided for other HUD programs. Yes ® `No ❑ N/A ❑ (Section IV: Part 4. Certifications of Consistency, Page 39) The grantee did not hinder plan implementation by action or willful inaction. CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX -F" Yes ® *No ❑ (Section IV: Part 3. Hindrance of Plan Implementation, Page 38) Did the grantee indicate that it has carried out activities that involved acquisition, rehabilitation or demolition of occupied property triggering the Uniform Relocation Act? *Yes ❑ **No ❑ N/A (no activities) ® (Section IV. Part 5. Anti -Displacement and Relocation, Page 39) *Yes: The grantee submitted narratives which identify: The steps taken to minimize the amount of displacement resulting from the CDBG-assisted activities. Yes ❑ **No ❑ N/A (no activities) 0 (Section IV. Part 5. Anti -Displacement and Relocation, Page 39) Steps taken to identify households, businesses, farms or nonprofit organizations who occupied properties subject to the relocation Act; whether or not they were displaced, and; the nature of their needs and preferences. Yes ❑ **No ❑ N/A (no activities) ® (Section IV., Part 5. Anti -Displacement and Relocation, Page 39) Steps taken to endure the timely issuance of information notices. Yes ❑ **No ❑ N/A (no activities) ® (Section IV., Part 5. Anti -Displacement and Relocation, Page 39) Did the grantee carry out Economic Development Activities during the reporting period? *Yes ❑ No ® (Section IV. Part 6. Economic Development Activities, Page 39) *Yes: Job Creation/Retention Economic development jobs as applicable were made available to low- or moderate -income persons. Yes ❑ *No ❑ N/A Qob creation/retention objective not employed) ® (N/A) A narrative of actions taken by the grantees and the businesses to ensure first consideration was or will be given to low/mod persons has been provided. Yes ❑ **No ❑ N/A Qob creation/retention objective not employed) ® (N/A) A listing by job title of all permanent jobs created/retained and those that were made available to low/mod persons has been provided. Yes ❑ **No ❑ N/A Qob creation/retention objective not employed) E (N/A) Were jobs claimed as being available to low/mod persons that require special skills, work experience, or education? *Yes ❑ No ❑ N/A ® (N/A) Did the grantee include a description of the steps being taken or that will be taken to meet this requirement? CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX -F" Yes ❑ **No ❑ N/A ® (N/A) Did the grantee undertake activities that serve Limited Clientele not falling within one of the categories of presumed limited clientele low/mod benefit? *Yes ® **No ❑ ***Can't Tell ❑ (Section IV: Part 7. LMC Activities, Page 40) *Yes: the grantee provided a narrative description explaining how the nature, location, or other information demonstrates the activities benefit a limited clientele at least 51 of who are low- and moderate -income. Yes ® **No ❑ (Section IV: Part 7. LMC Activities, Page 40) Did the grantee undertake activities during the program year which generated Program Income to revolving funds; from float funded activities; from the sale of real property; other loan repayments; prior period adjustments; loans outstanding or written off; parcels of CDBG-acquired property available for sale; or lump sum drawdown payments? *Yes ❑ No ® **Can't Tell ❑ (Section IV: Part 8. Program Income, Page 40) *Yes: narrative information provided., a) the amount of program income which was returned to each revolving fund; b) the amount repaid on each float funded activity, c) all other loan repayments broken down by the categories of housing rehabilitation, economic development, or other; and d) the amount of income received from the sale of property by parcel. Yes(A❑BE] C❑D❑) **NO(A❑B❑C❑D❑) (N/A) Prior Period Adjustments: were reimbursements made this reporting period for expenditures that have been disallowed? *Yes ❑ No ® N/A ❑ (Section IV., Part 9. Prior Period Adjustments, Page 40) *Yes: the grantee included narrative information that includes: a) the activity name and number as shown in IDIS; b) the amount returned to the line of credit or program account; and c) if the reimbursement is to be made over multi-year payments, the total amount to be reimbursed and the time period over which the reimbursement is to be made. Yes (A❑B❑CO) **No(A❑BE] C❑) (N/A) Loans and Other Receivables *Yes ❑ No ® N/A ❑ (Section IV: Part 10. Loans and Receivables, Page 40) Yes: The narrative for Loans and Other Receivables identified: a) Float Funded activities outstanding as of the end of the reporting period, b) the total amount of loans outstanding and the principal balance owed as of the end of the reporting period; c) parcels acquired or improved with CDBG funds that are available for sale as of the end of the reporting period, and d) the number and amount of loans in default for which the balance was forgiven or written off during the reporting period. CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX -F" Yes (A❑B❑C❑DEI) **No(A❑8❑C ❑DEI) (N/A) Lump Sum Agreements *Yes ❑ No ® N/A ❑ (Section IV. Part 11. Lump Sum Agreement, Page 41) *Yes: Information regarding a) the name of the financial institution; b) date the funds were deposited; c) date the use of funds commenced; and d) the percentage of funds disbursed within 180 days of deposit in the institution was provided. Yes (A❑ B ❑ C ❑ D ❑) **No (A ❑ B ❑ C ❑ D ❑) Does the grantee have CDBG funded Rehabilitation Programs with completed projects or units? (N/A) *Yes ❑ No (no CDBG funded Rehab. Program ® N/A (no completed projects or units ❑ (Section IV: Part 12. Housing Rehabilitation, Page 41) *Yes: the submission includes: a) a narrative description that identifies the type of program and the number of properties/units completed for each; and b) the total CDBG and other public and private funds involved in the project. Yes (A❑ B❑) **No(A❑B❑) (N/A) NRSA Does the grantee have an approved neighborhood revitalization strategy? *Yes ❑ No ® (Section IV: Part 13. NRSA, Page 42) *Yes: A report of progress against benchmarks was included in the CAPER. Yes ❑ **No ❑ (N/A) ** Correct information noted and/or requested in PYR letter. WORKSHEETS Eligibility/national objective, primary objective, planning and administration, and public service worksheets are completed and attached. HOME PJ Worksheet Attached: Yes ❑ No - not a HOME PJ ESG Worksheet Attached: Yes ❑ No - not a recipient of ESG funds ED HOPWA Worksheet: Yes ❑ No - not a HOPWA grantee CPD Representative /date CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX "F" ELIGIBILITY /NATIONAL OBJECTIVE WORKSHEET Review each activity listed on the Activity Summary and CAPER Report to determine if the activities are eligible and meet the national objective. Determine if appropriate matrix codes have been utilized and if all criteria for funding have been met. Use this review sheet to list questionable activities for follow-up. After consulting with the grantee, enter the result here. Reclassify any misclassified activities, identify any ineligible activities, and take appropriate corrective or remedial action. CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX -F" PRIMARY OBJECTIVE -OVERALL BENEFIT CALCULATION If national objective codes are incorrect on IDIS reports, please utilize this form to confirm overall benefit. Do the calculation shown below to determine whether the grantee met its certification that at least 70 percent of all CDBG funds expended during one, two, or three consecutive program years, as specified, were for activities benefiting :/M persons. Where the certification is not met, ask for further information and, when necessary, take Corrective or remedial action. To calculate the level of overall benefit this year: 1. Figure the amount subject to program benefit: a. Enter the activity expenditures (on line 15 of IDIS Report number C04PR26) $ 411,737.09 b. Subtract P&A expenditures (line 12 of IDIS Report number C04PR26) $ -70.133.00 c. Subtract Section 108 Loan Repayment (line 13 of IDIS Report number C04PR26) $ -202.485.20 d. Equals expenditures subject to overall benefit calculation $ 139.118.89 2. Figure the percentage of expenditures benefiting UM Persons: a. Enter amount of expenditures benefiting UM Persons (line 19 IDIS Report number C04PR26) $ 139,118.89 b. Divide by amount subject to program benefit (enter line I. d). $ 139.118.39 c. Equal the percentage of expenditures benefiting :/M Persons. (1.00) 100% 3. Compare the percentage with the overall benefit standard: The percentage should be greater than or equal to 70%, if the grantee chose a one year certification period. Yes ® No ❑ For two or three year certification periods Total the cumulative expenditures subject to program benefit and divide by the cumulative expenditures directly benefiting UM persons (low mod area, limited clientele, housing, andjobs). Ensure that progress is being made towards meeting the requirement within the certification period. Certification period 1-4 years; and program years as identified in the Action Plan. Certifications: I , CAPER Certification period 1 year(s); Program Year Cumulative Program Expenditures Direct Benefit Expenditures Cumulative totals: Percentage: CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX -F" PLANNING AND ADMINISTRATIVE COST CAP WORKSHEET If IDIS matrix codes are incorrect on any planning and administrative activity, you must verify planning and administrative costs utilizing this form. Calculate the level of planning and administrative cost expenditures according to the steps below. The grantee is required to be within the 20 percent cap. If the grantee has exceeded the cap, ask for further information and, when necessary, take corrective or remedial action. 1. Figure the expenditures cap; a. Enter the grant and program income amount (line 2, plus line 5 in IDIS Report number C04PR26) $ 350, 669.00 b. Multiply by 20 percent 0.00 X .20 c. Equals the cap $ 70.133.80 2. Figure this year's P&A expenditures: a. Enter total of expenditures for planning & administration (Part 11 line 12 of IDIS Report number C04PR26) $ 70.133.00 b. Enter total of planning and administrative current year unliquidated obligations (Par V, line 38 of IDIS Report number C04PR26) c. Add lines 2.a. and 2.b. $ 70,133.00 d. Enter total of planning and administrative prior year unliquidated obligations (Part V, line 39 of IDIS Report number C04PR26) e. Subtract line 2.d. from 2.c. $ 70,133.00 3. Compare cap (on line 1.c.) with P&A expenditures (on line 2.e.): a. Cap exceeded? Yes ❑ No ® If Yes, amount (line 2.e. minus 1.c.) b. Divide line 2.e. byline 1.a. P&A expenditures are less than the cap or equal to it 20 P&A expenditures exceed the cap 0 CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX -F" PUBLIC SERVICE COST CAP WORKSHEET If matrix codes for public service activities are incorrect on IDIS activity reports, please utilize this form to verify the public service cap calculation. Calculate the level of public service obligations according to the steps below. The grantee is required to be within the 15 percent cap. If the grantee has exceeded the cap, ask for further information and, when necessary, take corrective or remedial action. 1. Figure the obligations cap: a. Enter the grant amount (line 2 of IDIS Report number C04PR26)$ 350, 669.00 b. Multiply by 15 percent (or by the alternative percentages, if applicable, as described in the note below) 350, 669.00 X .15 c. Amount $52,600.35 d. Enter the amount of program income received in the preceding program year (line 33 of IDIS Report number CO2PR26) $0 e. Multiply by 15 percent f. Amount g. Total of lines 1.c. and 1.f. equals the cap 2. Figure this year's public service obligations: $ 52.600.35 a. Enter total of public service expenditures (Part IV, line 27 of IDIS Report number C04PR26) $ 42,912.89 b. Enter total of public service unliquidated obligations (Part IV, line 28 of IDIS Report number C04PR26) c. Add lines 2.a. and 2.b. $ 42.912.89 d. Enter last year's public service unliquidated obligations (Part IV, line 29 of IDIS Report number C04PR26) $0 e. Subtract line 2.d. from line 2.c. $ 42,912.89 3. Compare cap (on line 1.g.) with obligations (on line 2.e.): a. Cap exceeded? Yes ❑ No E If Yes, amount (2.e. minus l.g.): $ b. Add lines 1.a. and 1.d. Divide line 2.e. by sum of line 1.a. and 1.d. Obligations are less than the cap or equal to it 12.24 Obligations exceed the cap 0 CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX -F" = CITY OF 'E °pR> ��e= NEWPORT BEACH VL City Council Staff Report Agenda Item No. 8 September 24, 2013 TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL FROM: Community Development Department Brenda Wisneski, AICP, Deputy Director 949-644-3226, kbrandt@newportbeachca.gov PREPARED BY: James Campbell, Principal Planner APPROVED: a, l TITLE: Community Development Block Grant (CDBG) Consolidated Annual Performance and Evaluation Report (CAPER) Program Year 2012-2013 ABSTRACT: The U.S. Department of Housing and Urban Development (HUD) requires the City of Newport Beach to prepare and submit a CAPER to describe the City and its subrecipients' progress in meeting the goals established in the Program Year 2012- 2013 Action Plan that was approved by the City Council on May 8, 2012. This report must be submitted to HUD on or before September 28, 2013, to comply with HUD regulations found at 24 Code of Federal Regulations 91.520. The Program Year 2012- 2013 CAPER was prepared and made available for the HUD -required 15 -day public review and comment period, which began on September 9, 2013, and concludes with the public hearing before the City Council on September 24, 2013. For the recently completed fiscal year that began on July 1, 2012, and concluded on June 30, 2013, the City received $350,669 of CDBG funds that were allocated in the Action Plan to activities designed to meet the City's five-year Consolidated Plan — Strategic Plan goals that were adopted May 8, 2010. This was the third year of the five- year Consolidated Plan cycle for CDBG program. RECOMMENDATION: 1. Hold a public hearing to receive comments on the Program Year 2012-2013 CAPER; a n d 2. Approve the Program Year 2012-2013 CAPER; and I Community Development Block Grant (CDBG) CAPER for Program Year 2012-2013 September 24, 2013 Page 2 3. Direct the City Manager or his designee to submit the Program Year 2012-2013 CAPER to HUD. FUNDING REQUIREMENTS: There is no fiscal impact to the General Fund related to this item. DISCUSSION: On September 6, 2013, the City published a notice in the Daily Pilot informing the general public that the City of Newport Beach had prepared the Draft 2012-2013 CAPER and it would be available for review and comment from September 9, 2013, to September 24, 2013. The public was informed of the opportunity to provide oral and/or written comments on the CAPER. To date, no public comments have been received. Additionally, the Citizen Participation Plan requires that a public hearing be held to receive comments from interested residents or parties regarding the CAPER. This public hearing fulfills the requirements for the public hearing. The CDBG allocation for Program Year 2012-2013 was $350,669. Unallocated CDBG funds from previous allocations were available for this program year in the amount of $2,580. Additionally, prior -year CDBG funds carried over from 2010-2011 & 2011-2012 in the amount of $74,724. The total Program Year 2012-2013 budget was $427,973. The actual amount spent during the fiscal year is as follows: Category Public Service Activities: Capital Improvement Projects: Section 108 Loan Repayment Sidewalk, Curb and Gutter Sub -Total Capital Improvement Projects: Program Administration & Fair Housing Total FY 2012-2013 Expenditures $ 42,913 $202,485 96,206 $298,691 70,133 $411,737 The accomplishments for this year include, but are not limited to, implementation of a senior/disabled mobile meals program, homeless prevention programs, fair housing services, sidewalk, curb, and gutter improvements, and repayment of the Section 108 loan. A more detailed explanation of accomplishments can be found in the attached Draft Program Year 2012-2013 CAPER. 2 Community Development Block Grant (CDBG) CAPER for Program Year 2012-2013 September 24, 2013 Page 3 ENVIRONMENTAL REVIEW: Staff recommends the City Council find that the Draft Program Year 2012-2013 CAPER is not subject to the California Environmental Quality Act ("CEQA") pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly. NOTICING: In accordance with HUD requirements for a 15 -day public review and comment period, notice of the public hearing was published in the Daily Pilot on September 6, 2013. Further, the agenda item has been noticed according to the Brown Act (72 hours in advance of the meeting at which the City Council considers the item). Submitted by: *rn isnesl i, r ICP, Deputy Director Attachments: A. Draft Program Year 2012-2013 CAPER S City Council Attachment A Draft Program Year 2012-2013 CAPER 5 0 4 W P(4 v � �9LIFOg City of Newport Beach Program Year 2012-2013 Consolidated Annual Performance and Evaluation Report (CAPER) DRAFT Prepared by: r-1 LLDM Associates -Inc. City of Newport Beach 2012-2013 Consolidated Annual Performance and Evaluation Report Table of Contents I WA00]9kTJ WIC LTAI L 111 I. GENERAL NARRATIVE.................................................................................................................................4 GeneralQuestions.......................................................................................................................................4 Managingthe Process.............................................................................................................................. 17 CitizenParticipation.................................................................................................................................. 18 InstitutionalStructure.................................................................................................................................20 Monitoring.................................................................................................................................................20 Lead -Based Paint.....................................................................................................................................26 II. HOUSING...................................................................................................................................................27 HousingNeeds.........................................................................................................................................27 SpecificHousing Objectives.....................................................................................................................28 PublicHousing Strategy...........................................................................................................................30 Barriers to Affordable Housing.................................................................................................................30 HOME/American Dream Down Payment Initiative (ADDI).......................................................................30 III. HOMELESS NEEDS..................................................................................................................................31 HomelessNeeds...................................................................................................................................... 31 Specific Homeless Prevention Elements..................................................................................................35 Emergency Solutions Grants (ESG).........................................................................................................36 IV. COMMUNITY DEVELOPMENT................................................................................................................37 CommunityDevelopment.........................................................................................................................37 AntipovertyStrategy................................................................................................................................. 42 V. NON -HOMELESS SPECIAL NEEDS..........................................................................................................43 Non -Homeless Special Needs..................................................................................................................43 Specific HOPWA Objectives.....................................................................................................................45 VI. OTHER NARRATIVE.................................................................................................................................46 APPENDICES: A. Summary of Annual Objectives (CPMP Excel Tables) B. Project Summaries (CPMP Excel Tables) C. Proof of Public Notice D. Map (Newport Beach Eligible CDBG Areas) E. IDIS Reports 1. HUD Grants and Program Income Report (PR01) 2. CDBG Activity Summary Report for PY 2012-2013 (PR03) 3. Summary of Consolidated Plan Projects for PY 2012-2013 (PR06) 4. Summary of Accomplishments for PY 2012-2013 (PR23) 5. CDBG Financial Summary for PY 2012-2013 (PR26) F. CAPER Checklist PY 2012-2013 Consolidated Annual Performance and Evaluation Report City of Newport Beach 2 EXECUTIVE SUMMARY 9 Third Program Year CAPER The Consolidated Plan Management Process (CPMP) Third Consolidated Annual Performance and Evaluation Report includes narrative responses to CAPER questions that CDBG, HOME, HOPWA, and ESG grantees must respond to each year in order to be compliant with the Consolidated Planning Regulations. The Executive Summary narratives are optional. This report is the Third Year Consolidated Annual Performance and Evaluation Report (CAPER) which outlines the City of Newport Beach achievements in meeting the goals and objectives outlined in the City's 2010-2014 Consolidated Plan. The strategic plan objectives, goals, and accomplishments for the fiscal year 2012-2013 are summarized in the table below. 2012-2013 Program Year Goals vs. Accomplishments Activity Accomplishment 2012-2013 2012-2013 Units Goals Accomplishments Housing. Section 8 Housing Choice Voucher and Housing Units 400 495 Rent -Restricted Units Fair Housing Activities: People Served 200 187 Fair Housing & Counseling Services Senior Services: People Served 100 112 Home Delivered Meals Program Special Needs/Non-Homeless People Served 7 4 Battered and Abused Spousal Program Special Needs/Non-Homeless People Served 7 7 Substance Abuse Rehabilitation Program Homeless and HIV/AIDS People Served 100 150 Transitional Housing Program Public Services: People Served 100 0 Health Services Public Services: People Served 25 25 Youth Services Public Facilities: Public Facilities 1 1 Section 108 Loan Repayment -Balboa Village Upgrade Public Facilities with ADA Improvements: Public Facilities 1 1 Sidewalk, Curb and Gutter Improvements -ADA General Program Administration N/A N/A N/A A detailed breakdown of the five-year accomplishments by the City of Newport Beach using CDBG funds can be found in the Summary of Annual Objectives in Appendix "A". PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 1 -10 City of Newport Beach Development of the 2012-2013 CAPER As required by the United States Department of Housing and Urban Development (HUD), the City of Newport Beach has prepared the CAPER for public review and comment prior to its submittal to HUD. This document contains an assessment of the City's performance relative to the One -Year Action Plan. To the greatest extent feasible, the data collection efforts required by the CAPER reflect information for housing and community development projects that occurred within the City's jurisdiction, even if the City was not the lead agency. Citizen Participation As a prerequisite to submitting its CAPER, the City's Citizen Participation Plan and the CDBG implementing regulation require that a public hearing is held to provide citizens with an opportunity to express their views concerning the use of said funds. The public hearing was held on September 24, 2013 before the City Council. In addition, the draft 2012-2013 CAPER was made available to the general public for a period of 15 days in order to provide them with an opportunity to review the document. In compliance with the City's approved Citizen Participation Plan and CDBG implementing regulation 24 CFR 92-105, a Public Notice was published to solicit public comments from interested citizens regarding the City's 2012-2013 CAPER. A copy of the published Public Hearing Notice can be found in Appendix «C„ Consultation The City obtained information from local agencies in the preparation of the 2012- 2013 CAPER. These included Community Based Organizations, various departments at the City of Newport Beach, the Fair Housing Foundation, and the Fair Housing Council of Orange County. City Council Review and Public Hearing On September 24, 2013, the City Council reviewed the 2012-2013 CAPER, allowed citizens an opportunity to comment on the draft CAPER and approved the 2012- 2013 Newport Beach Consolidated Annual Performance and Evaluation Report. Activities Undertaken The following page indicates the source of funds used to implement projects undertaken with CDBG funds under the Program Year (PY) 2012-2013. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 2 11 City of Newport Beach 2012-2013 Program Year Sources of Funds Source Amount 2012-2013 CDBG Entitlement $350,669 Unallocated CDBG Funds (Prior Year) $2,580 CDBG Program Income $0 Prior Year CDBG Funds $74,724 All other forms of CDBG $0 TOTAL $427,973 2012-2013 Program Year Uses of Funds Public Services Age Well Senior Services— Home Delivered Meals Program $ 15,600 Families Forward — Transitional Housing Program $ 9,000 Human Options — Community Resource Center $ 4,000 Serving People in Need —Substance Abuse Rehab Program $ 10,000 Share Our Selves — SOS Free Medical and Dental Clinics $ 9,000 Youth Employment Service of the Harbor Area— Youth Employment Services Capital Improvements $ 5,000 City of Newport Beach — Sidewalk, Curb and Gutter Improvements $ 100,1741 City of Newport Beach — 108 Loan Repayment $ 202,486 Program Administration City of Newport Beach — Program Administration $ 58,133 Fair Housing Services TOTAL $ $ 12,000 425,393 'FY 2012-2013 Sidewalk, Curb and Gutter Improvements Activity allocation was $25,450. The amount of $74,724 was added to this activity as a result of a substantial amendment to the FY 2010-2011 and 2011- 2012 Action Plans. These funds were available as a result of the cancellation of the FY 2010-2011 Utility Assessment District Grant Program ($65,922) and the FY 2011-2012 Sidewalk, Curb and Gutter Improvements ($8,802). The final amount allocated to this project was $100,174. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 3 12 I. GENERAL NARRATIVE 13 City of Newport Beach General Questions 1. Assessment of the one-year goals and objectives: a. Describe the accomplishments in attaining the goals and objectives for the reporting period. b. Provide a breakdown of the CPD formula grant funds spent on grant activities for each goal and objective. c. If applicable, explain why progress was not made towards meeting the goals and objectives. The City consulted with several local agencies concerning their accomplishments for the program year, including the Community Based Organizations, City of Newport Beach Public Works Department, and Fair Housing Foundation. Overall, the City has been successful in implementing most of the proposed projects for this Program Year and meeting most of the Five -Year Consolidated Plan goals (See Executive Summary 2012-2013 Program Year Goals vs. Accomplishments Table). The City uses its allocation of Community Development Block Grant (CDBG) funds to address the Strategic Plan goals for Affordable Housing, Special Needs Populations, Homeless Objectives, Community Development Objectives, and some Housing Objectives. The majority of the Housing objectives, however, are funded locally using the City's in -lieu fee proceeds. The specific accomplishments for the 2012-2013 program year concerning housing goals and objectives are discussed in Section VII, Housing. The City successfully utilized its allocation of CDBG funds to exceed the annual goals established for the 2012-2013 program year as illustrated in the table below: 2012-2013 Program Year Goals vs. Accomplishments Activity Accomplishment 2012-2013 2012-2013 Units Goals Accomplishments Housing. Section 8 Housing Choice Voucher and Housing Units 400 495 Rent -Restricted Units Fair Housing Activities: Fair Housing & Counseling Services People Served 200 187 Senior Services: People Served 100 112 Home Delivered Meals Program Special Needs/Non-Homeless Battered and Abused Spousal Program People Served 7 4 Special Needs/Non-Homeless People Served 7 7 Substance Abuse Rehabilitation Program Homeless and HIV/AIDS Transitional Housing Program People Served 100 150 Public Services: People Served 100 0 Health Services Public Services: Youth Services People Served 25 25 PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 4 14 City of Newport Beach Public Facilities: HUD Outcomes Availability/ Accessibility Affordability Sustainability Public Facilities 1 1 Section 108 Loan Repayment -Balboa Village Create Suitable Living Environments 32% - Upgrade Public Facilities with ADA Improvements: Create Economic Opportunities - - - Public Facilities 1 1 Sidewalk, Curb and Gutter Improvements -ADA Administration $ 58,133 17% General Program Administration N/A N/A N/A The following table reflects the percentage of CDBG expended to accomplish the various Strategic Plan objectives. HUD Objectives HUD Outcomes Availability/ Accessibility Affordability Sustainability Provide Decent Affordable Housing 3% - - Create Suitable Living Environments 32% - 65% Create Economic Opportunities - - - The table below illustrates how the City used the 2012-2013 CDBG allocation to meet the HUD -mandated priority need categories: HUD Prio Categories 2012-2013 Funding 2012-2013 Percentage Housing $ 12,000 3% Senior Services $ 15,600 4% Special Needs/Non- Homeless $ 14,000 4% Homeless and HIV/AIDS $ 9,000 3% Public Services $ 14,000 4% Public Facilities/Infrastructure $ 227,936 65% Administration $ 58,133 17% 2. Describe the manner in which the recipient would change its program as a result of its experiences. The City would not change its program at this time. This is a worthy program that increases accessibility for the purpose of creating a suitable living environment and access to decent housing for the residents of Newport Beach. 3. Affirmatively Furthering Fair Housing: a. Provide a summary of impediments to fair housing choice. b. Identify actions taken to overcome effects of impediments identified. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 5 15 City of Newport Beach In addition to developing a Consolidated Plan that addresses a broad range of housing and community development needs, the City also participated in the development of a regional plan with other Orange County cities called the "Analysis of Impediments to Fair Housing Choice", or Al, to specifically address overcoming the barriers to fair housing found in the community. This study identifies impediments to fair housing and also recommends actions to overcome the effects of these impediments. During the most recent Al update, the City of Newport Beach monitored and reviewed its land use and other policies to ensure compliance with fair housing laws. The jurisdiction will work to ensure all potential recipients of government funds for housing related programs assist the jurisdiction in affirmatively furthering fair housing choice. The following impediments were identified in the 2010-2015 Orange County Regional Analysis of Impediments to Fair Housing Choice (Regional Al). HOUSING DISCRIMINATION Impediment The California Department of Fair Employment and Housing (DFEH) compiled data on housing discrimination complaints for this Regional Al. In the five-year period since the prior Al, about 300 housing discrimination complaints have been filed with DFEH. Annually, the number of housing discrimination complaints averaged 60 per year. The number of cases ranged from a low of 46 in 2005 to a high of 78 in 2006. The vast majority — 244 of 302 housing discrimination complaints — have been filed in the Entitlement Cities. Irvine (58) and Anaheim (40) accounted for the highest number of complaints. Housing discrimination, especially in the rental housing market, is an impediment to fair housing choice because 60 complaints annually are filed by residents of the participating entitlement cities and Urban County. A housing discrimination complaint can have more than one basis. The bases include: • Physical Disability • Mental Disability • Race/Color • National Origin • Familial Status • Sex • Marital Status • Other- Retaliation; Religion; Source of Income; Association and Age About 35% of the housing discrimination complaints were based on a physical or mental disability. Since the prior Regional Al was completed, disability has been PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 6 20 City of Newport Beach increasing as a basis for a housing discrimination complaint. Race and color (20%) and national origin (14%) rank second and third as a basis for making a housing discrimination complaint. Although Individual cities vary in terms of the basis for a housing discrimination complaint, disability, race/color and national origin comprise the basis for the highest number of complaints. The DFEH compiles data on number of housing discrimination cases according to nine types of alleged acts: • Refusal to Rent • Eviction • Refusal to Show • Loan Withheld • Unequal Terms • Harassment • Unequal Access to Facilities • Denied Reasonable Modification/Accommodation A summary of the highest number and percentage of alleged acts is presented below: • About 22% (101) of the housing discrimination complaints occurred during the eviction process. • About 19% each of the alleged acts pertained to unequal terms (88) and to denial of a reasonable modification and/or accommodation (87). • About 15% each of the housing cases were filed because of harassment (72) and the refusal to rent (68). It appears that most of the alleged acts affect renters or persons seeking rental housing. This mirrors HUD's national study which found that about 70% of the persons who thought they were victims of discrimination were looking to rent at the time. Actions Taken During the 2010-2015 period, the FHCOC is implementing the following actions: 1. FHCOC committed to continue to process housing discrimination complaints filed by city and county residents. 2. FHCOC committed to conduct testing of housing provider practices to determine whether there are differences in treatment based on a protected class. The 2005-2009 housing discrimination complaint data and the fair housing community profile used to identify the protected classes and locations of housing providers that should be tested. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 7 27 City of Newport Beach 3. FHCOC committed to revise its website to provide direct access to a housing discrimination complaint form and provide a diagram or brief explanation of the process for investigating and resolving a complaint. 4. FHCOC committed to revise its website to add more information on how residents can detect whether they have been victims of unlawful housing discrimination. 5. FHCOC committed to publish a quarterly report on the FHCOC website summarizing the remedies pertaining to filed housing discrimination complaints. 6. FHCOC committed to compile an Annual Report on housing discrimination complaints filed with the FHCOC, the State Department of Fair Employment and Housing (DFEH) and HUD. The report will include housing discrimination complaints unique to each participating jurisdiction as well as those of the entire County. The Annual Report will describe emerging trends within the City and County. 7. FHCOC committed to transmit the Annual Report to the participating jurisdictions by August of each calendar year to allow jurisdictions to include a summary of the report findings in the CAPER. To date, the City of Newport Beach has not received this report. DISCRIMINATORY ADVERTISING Impediment Rental housing ads that state "no pets" or indicate rental discounts for seniors are impediments to fair housing choice because they make housing unavailable to disabled persons and the non -elderly. "No Section 8" ads may become an impediment to fair housing choice because they could make housing unavailable disproportionately to a protected class such as persons with disabilities. Actions Taken During the five-year period of the Consolidated Plan, the FHCOC is implementing the following actions: 1. FHCOC is encourage the Orange County Register to publish a Fair Housing Notice in the for rent classified ad section and to identify the FHCOC as an agency that can respond to fair housing questions. FHCOC is encouraging apartment rental websites to display more prominently their Fair Housing Notice. 2. FHCOC is encouraging the Los Angeles Times and Orange County Register to publish a "no pets" disclaimer that indicates rental housing PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 8 12 City of Newport Beach owners must provide reasonable accommodations, including "service animals" and "companion animals" for disabled persons. 3. FHCOC Supports an amendment to the Communications Decency Act of 1996 to state no provider or user of an interactive computer service shall be treated as the publisher or speaker of any information provided by another information content provider, except for notices, statements, or advertisements with respect to the sale, rental, financing or insuring, or any other service of a dwelling that violate the Fair Housing Act, 42 U.S.C. § 3601 et seq. 4. FHCOC committed to periodically review for rent and for sale ads published in the print media. 5. FHCOC committed to prepare a summary of the accomplishments each year and transmit to the Entitlement Cities and Urban County in August of each year to allow the Entitlement Cities and Urban County to include a summary of the accomplishments in the CAPER. To date, the City of Newport Beach has not received the report. BLOCKBUSTING Impediment Blockbusting is unlawful; however, it does not appear to be a significant impediment to fair housing choice. For profit, to induce or attempt to induce any person to sell or rent any dwelling by representations regarding the entry or prospective entry into the neighborhood of a person or persons of a particular race, color, religion, sex, handicap, familial status, or national origin. With respect to blockbusting, the California law has more protected classes than the Federal Fair Housing Act. There is no local or county agency that maintains records on actual or potential blockbusting incidents. Such incidents would take place primarily as real estate agents attempt to solicit or induce homeowners to sell their homes. The California Real Estate Commissioner is authorized to take disciplinary action against licensees who have committed the prohibited discriminatory practice of blockbusting and panic selling. The Department of Real Estate stated in June 2010 that no Orange County licensee has had their license suspended or revoked because of the illegal practice of blockbusting. Actions Taken During the five-year period of the Fair Housing Action Plan, the FHCOC is implementing the following actions: PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 9 29 City of Newport Beach 1. FHCOC provides information on their website about the unlawful practice of blockbusting and includes examples of this illegal practice. 2. FHCOC committed to work with the California Department of Real Estate to determine if any Orange County licensees have had their licenses suspended or revoked because of the illegal practice of blockbusting. 3. In the event, a licensee has been found to have committed blockbusting, FHCOC committed to provide education and information on this practice to the responsible broker and all related salespersons. 11401 /_119010 N mr_1-1910F_141 No 41*] 111 a 197 -I'll I1*] 01:7 mr_1-1970 /_1-14 NWIT919197 7Ah4I*] IT 'll I1*] 01 Impediment Denial of a reasonable modification or reasonable accommodation is an impediment to fair housing choice because they account for almost one-fifth of all alleged discriminatory acts. It is unlawful to refuse to make reasonable accommodations for disabled persons. The DFEH compiles data on the number of housing discrimination cases according to nine types of alleged acts. During the 2005-2009 period, 461 alleged discriminatory acts were committed in the cases processed by the DFEH. Of this total, 87 or 18.9% involved denial of a reasonable modification/reasonable accommodation. About 17-18 denials of reasonable modification/reasonable accommodation occurred per year during the five-year period. Actions Taken During the five-year period of the Fair Housing Action Plan, the FHCOC is implementing the following actions: 1. FHCOC committed to provide education and information on why this practice is unlawful to the owners and managers of apartment complexes and homeowner associations. 2. FHCOC committed to provide information on the unlawful practice of denying reasonable modifications/reasonable accommodations at fair housing seminars conducted by the Apartment Association of Orange County. HATE CRIMES Impediment Hate crimes committed at a residence are an impediment to fair housing choice because they impact the lives of 20-30 households per year. Almost one-half of all hate crime events in Orange County had an anti -Black or anti -Latino bias motivation. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 10 20 City of Newport Beach Hate crime events were reviewed for the 5 -year period from 2004 to 2008 as reported by Criminal Justice Statistics Center of the California Department of Justice (DOJ). The annual average of events was 73 and, during the five -years there was a narrow low (69) to high (79) range. Except for the City of Huntington Beach, on a city -by -city basis, the number of hate crime events is low. In 2008, according to the Orange County Human Rights Commission (OCHRC), there were 79 cases of hate crimes in Orange County, essentially unchanged from the 80 cases in 2007. Despite the fact that the African American population makes up less than 2% of Orange County's population, this group continues to be the most frequent target for hate crimes. Hate crimes against Latinos continues to increase. In fact, since 2006 there has been almost a 100% increase in the number of cases reported. After a four-year downward trend, hate crimes against Jews increased. Additionally, while there was a slight decrease in hate crimes reported against Gays and Lesbian, this group frequently underreports. In 2008, 29% and 19% of the hate crimes in Orange County had an anti -African American and anti -Latino bias motivation. The California DOJ reports the location of hate crime events for the entire state by 25 categories (e.g., church, park, college, etc). During the past five years two locations are predominant, accounting for about 60% of all hate crime locations: Highway/Road/Alley/Street (29.1 %) and Residence/Home/Driveway (29.7%). The application of the statewide housing location average of 29.7% to the annual Orange County average of hate crime events of 73 yields at estimate of 22 annual events occurring at a residence, home or driveway. The application of the 40% factor cited by the OCHRC yields an estimate of 29 events occurring at a housing location. On an individual city basis, the number of hate crime events occurring at a housing location is small. However, the number at the countywide level is significant and, as a result, the resources to monitor and alleviate this impediment are best handled at the regional level. Actions Taken During the five-year of the Fair Housing Action Plan, FHCOC is implementing the following actions: 1. FHCOC committed to coordinate with the Orange County Human Relations Commission, Center OC and the Orange County Victim Assistance Partnership. 2. FHCOC committed to provide affected residents — when needed - with referrals to hate crime victim resources. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 11 21 City of Newport Beach UNFAIR LENDING Impediment Disparities in the loan denial rates experienced by Hispanic and Black/African applicants create an impediment to fair housing choice as they have loans denied at rates 1.5 to 2.0 times greater than White applicants. The Equal Credit Opportunity Act (ECOA) 15 U.S.C. 1691 et seq. prohibits creditors from discriminating against credit applicants on the basis of race, color, religion, national origin, sex, marital status, age, because an applicant receives income from a public assistance program, or because an applicant has in good faith exercised any right under the Consumer Credit Protection Act. To supplement federal legislation, state laws have been enacted to forbid the discriminatory practice known as "redlining;' a practice results in blanket refusals by some lenders to make loans in whole neighborhoods or geographic areas. Redlining is illegal in California pursuant to the Housing Financial Discrimination Act of 1977 (Holden Act). (Health & Safety Code Section 35800-35833) The Holden Act prohibits the consideration of race, color, religion, sex, marital status, national origin, or ancestry in lending for the purchase, construction, improvement, or rehabilitation of housing. Further, lenders cannot deny loan applications because of ethnic composition, conditions, characteristics, or expected trends in the neighborhood or geographic area surrounding the property. An analysis of the 2008 Home Mortgage Disclosure Act (NMDA) data was completed in order to determine loan denial rates by census tract, race/ethnicity and income. HMDA requires lenders to report on the action taken on each loan application, as follows: • Loan Originated • Application Approved, Not Accepted • Application Denied • Application Withdrawn • Filed Closed for Incompleteness Many determinants of a loan decision — such as borrower credit history, debt -to - income -ratio and loan -to -value ratio - are not included in the HMDA data. Although the loan denial rates do not support definitive conclusions regarding discrimination on the bases of race or ethnicity, they are a useful screen to identify disparities in loan approval rates by the race and ethnicity of applicants and geographic markets where differences in denial rates warrant further investigation. Additionally, identifying census tracts/neighborhoods with high loan denial rates helps to target credit counseling and homebuyer education programs. Evidence from the 2008 Home Mortgage Disclosure Act (NMDA) data reveals the loan denial disparities between White applicants and Black and Hispanic applicants. Moderate income Blacks have an FHA loan denial rate almost two times greater PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 12 22 City of Newport Beach than moderate income White applicants. Above moderate income Blacks have an FHA loan denial rate about 1.4 times greater than White applicants with identical incomes. The conventional loan disparities are lower for moderate and above moderate income applicants than for FHA loans. However, low income Blacks have a conventional loan denial rate 2.55 times greater than White applicants. Moderate -income Hispanics have a loan denial rate for FHA and conventional loans that is two times greater than White applicants. The very low, low and above moderate income Hispanics have loan denial rates 1.46 to 1.93 higher than White applicants. Unfair lending is manifested more in the loan denial disparities experienced by different racial/ethnic borrowers than by the denial rate disparities experienced in neighborhoods with 20%-79% minority populations, regardless of income. Additionally, a regression analysis was completed to determine if race/ethnicity is associated with the denial of loan applications. Two types of loans applications were considered in the analysis: (1) home purchases with conventional loans and (2) home purchases with FHA loan. A logit regression was used to "predict' if a loan was denied based on the minority population and income ratio of the census tract, as well as the loan amount. These variables were chosen because the results of a preliminary analysis utilizing census tract level data suggested each of these variables were influencing denials. Each of the three variables was significant predictors of loan denials for conventional loan applications, while the percent minority and the income ratio of a census tract were significant predictors of denials for FHA loan applications. For conventional loans, the probability of a loan being denied increased as the percentage minority population in the census tract increased, as the income increased the probability of a denial decreased, and as the amount of the loan increased the probability of a loan denial increased. Actions Taken 1. FHCOC committed to monitor the HMDA data annually using the 2008 HMDA analysis as a benchmark. 2. FHCOC committed to complete a HMDA analysis of the top 10 lenders in Orange County to compare and contrast loan denial rates. 3. FHCOC committed to conduct a follow-up analysis of loan denial rates at the neighborhood level to determine to what extent, if any, redlining may exist in Orange County. This follow-up will be completed when Census 2010 data are available on minority populations at the census tract level. The Census 2010 data will enable an analysis of loan activity and minority population characteristics for the same time period. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 13 2S City of Newport Beach 4. FHCOC committed to conduct outreach to cultural, ethnic and minority organizations to potentially increase interest and readiness in home purchases. 5. FHCOC committed to provide homebuyer education programs in neighborhoods with high denial rates, high minority population concentrations and limited English speaking proficiency to help increase loan approval rates. /_���[�7�6�t�L•1�7�7:7��y'1�1-1�[�yX���7:71h41»�1h41����y Public Sector Impediments Common to Most Participating Jurisdictions As part of the preparation of an Analysis of Impediments to Fair Housing Choice participating cities responded to a 24 -question survey regarding local governmental codes or policies and practices that may result in the creation or perpetuation of one or more impediments to fair housing choice. The survey has a particular focus on land use and zoning regulations, practices and procedures that can act as barriers to the situating, development, or use of housing for individuals with disabilities. In identifying impediments to fair housing choice, the survey looks to distinguish between regulatory impediments based on specific code provisions and practice impediments, which arise from practices or implementing policies used by the jurisdiction. • The most common public sector impediments are: • The zoning regulations do not define "disability". • The zoning regulations do not define "supportive" and "transitional housing" as required by Government Code Section 65583(a)(5). • Some cities have not adopted a reasonable accommodation procedure. • The zoning regulations do not discuss housing for "special needs" populations. • The zoning regulations do not discuss fair housing. The population to be served by supportive and transitional housing is people with different kinds of disabilities. Actions by the entitlement cities and Urban County to provide zoning regulations will eliminate a potential impediment to the development of such housing. City Identified Public Sector Impediments Based on an evaluation of City Zoning and Planning Codes as well as policies and practices that may pose an impediment to Fair Housing Choice, the City of Newport Beach did not identify any public sector impediments. Actions to be Taken by the City Based on an evaluation of City Zoning and Planning Codes as well as policies and practices that may pose an impediment to Fair Housing Choice, the City of Newport PY 2012-2013 Consolidated Annual Performance and Evaluation Report F� 24 City of Newport Beach Beach did not identify any public sector impediments. Therefore, there are no actions to be taken at this time by the City with respect to public sector impediments. Actions To Affirmatively Further Fair Housing Choice Through the Location of Affordable Housing During the 2010-2015 period, the FHCOC committed to take the following actions: • As needed, provide technical assistance to participating jurisdictions on how the location of affordable housing contributes to AFFH. • Aggregate - for each census tract - the number of voucher holders assisted by all four housing authorities. FHCOC committed to accomplish this in calendar year 2011, but has not provided the City with its findings to date. • Conduct an analysis of the location of affordable housing in census tracts with a low concentration of minority and low income populations for purposes of determining whether they offer sufficient affordable housing opportunities. FHCOC committed to accomplish this in calendar year 2011 or as soon as Census 2010 and American Community Survey data are available, but has not provided the City with its findings to date. • Extend the analysis to include census tracts with minority populations in the range of 60 to 80%. FHCOC committed to accomplish this in calendar year 2011 or as soon as Census 2010 and American Community Survey data are available, but has not provided the City with its findings to date. • Suggest policies that the Housing Authorities and/or entitlement cities and the Urban County Program can implement to promote affordable housing opportunities outside of census tracts with high percentages of poverty and minority populations. FHCOC committed to review the housing authority annual plans and to provide input to the entitlement cities and Urban County Program as needed. 4. Describe Other Actions in Strategic Plan or Action Plan taken to address obstacles to meeting underserved needs. According to the Consolidated Plan, one of the most underserved needs in the City is affordable housing for families of extremely low, very low and low income. The City has identified the lack of developable sites, high land costs and limited funding as obstacles to affordable housing. Other obstacles in non -housing community development include NIMBY -ism (Not in My Backyard), lack of organizational capacity, and lack of available funding. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 15 215 City of Newport Beach The City has previously adopted policies to overcome these obstacles and to encourage affordable housing production by providing density bonuses and fee waivers. In addition, the City encourages affordable housing production by providing density bonuses to interested developers and through the inclusionary zoning requirements. The City will work closely with affordable housing developers to expedite the permitting process in order to cut costs. In regard to non -housing obstacles, the City will facilitate community involvement to increase understanding of community needs and the possible solutions to meet those needs. The City will maintain close partnerships with service providers and other community development professionals to identify and correct issues such as lack of capacity and resources. Toward the end of the 2010-2014 Consolidated Plan cycle, additional affordable units will be created. The City continues to monitor and enforce affordability covenants on affordable housing projects throughout the City. This includes not only housing units developed with federal funds, but also all units with an affordability covenant in place. 5. Leveraging Resources a. Identify progress in obtaining "other" public and private resources to address needs. b. How Federal resources from HUD leveraged other public and private resources. c. How matching requirements were satisfied. The City used its CDBG allocations as collateral to secure a $2.4 million Section 108 loan in the 2001-2002 program year. These additional funds were used to complete a portion of the Balboa Village Improvement Project. The 108 loan is being repaid over a twenty year -period. Ten payments remain on a principal balance. The Orange County Partnership's Continuum of Care Homeless Assistance Grant application resulted in an award of $13.7 Million for 41 ongoing programs. The Orange County Housing and Community also received $4,227,705 million of Community Development Block Grant (CDBG), HOME Investment Partnership (HOME), and Emergency Solutions Grant (ESG) funds during the program year 2012-2013. There are no matching requirements for CDBG. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 16 20 City of Newport Beach MANAGING THE PROCESS 1. Describe actions taken during the last year to ensure compliance with program and comprehensive planning requirements. The City has made all efforts to ensure compliance with the 2010-2014 Consolidated Plan and the 2012-2013 Action Plan. The City has utilized data from the HUD Integrated Disbursement and Information System (IDIS) for preparation of the Consolidated Plan and Action Plans. The City has included all necessary HUD reports as part of its CAPER submittal and has utilized the CPMP Tool to monitor the progress of the Strategic Plan (also see Appendix "A"). In addition, the City continues to consult with HUD for technical assistance of projects when necessary. 2012-2013 Program Year Goals vs. Accomplishments Activity ccomplishment 2012-2013 2012-2013 UnitsiGoals Accomplishments Housing. Section 8 Housing Choice Voucher and Housing Units 400 495 Rent -Restricted Units Fair Housing Activities: People Served 200 187 Fair Housing & Counseling Services Senior Services: People Served 100 112 Home Delivered Meals Program Special Needs/Non-Homeless People Served 7 4 Battered and Abused Spousal Program Special Needs/Non-Homeless People Served 7 7 Substance Abuse Rehabilitation Program Homeless and HIV/AIDS People Served 100 150 Transitional Housing Program Public Services: People Served 100 0 Health Services Public Services: People Served 25 25 Youth Services Public Facilities: Public Facilities 1 1 Section 108 Loan Repayment -Balboa Village Upgrade Public Facilities with ADA Improvements: Public Facilities 1 1 Sidewalk, Curb and Gutter Improvements -ADA General Program Administration N/A N/A N/A PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 17 27 City of Newport Beach CITIZEN PARTICIPATION 1. Provide a summary of citizen comments. The City encourages input and feedback on its performance in meeting the objectives of the Strategic Plan from concerned residents and local advocacy groups. The City provides a public review and comment period for the draft version of the CAPER, and also holds a public hearing to solicit input. A draft copy of the CAPER covering PY 2012-2013 was made available from September 6, 2013 to September 24, 2013. [INSERT COMMENTS IF ANY]. The public hearing to solicit public input and comment on the CAPER and the City's performance during PY 2012-2013 was held at the Newport Beach City Council Chambers at 100 Civic Center Drive, , Newport Beach, California. [INSERT COMMENTS IF ANY]. Notice of both the public comment/review period and the public hearing was published on September 6, 2013 in the Daily Pilot, a newspaper of local circulation. A copy of the Notice appears in Appendix "C". 2. In addition, the performance report provided to citizens must identify the Federal funds made available for furthering the objectives of the Consolidated Plan. For each formula grant program, the grantee shall identify the total amount of funds available (including estimated program income), the total amount of funds committed during the reporting period, the total amount expended during the reporting period, and the geographic distribution and location of expenditures. Jurisdictions are encouraged to include maps in describing the geographic distribution and location of investment (including areas of minority concentration). The geographic distribution and expenditure requirement may also be satisfied by specifying the census tracts where expenditures were concentrated. 2012-2013 Program Year Sources of Funds PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 18 22 Amount 2012-2013 CDBG Entitlement $350,669 Unallocated CDBG Funds (Prior Year) $2,580 CDBG Program Income $0 Prior Year CDBG Funds $74,724 All other forms of CDBG $0 TOTAL $427,973 PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 18 22 City of Newport Beach 2012-2013 Program Year Fund Sources and Uses Activities Budget Expenditures Program Administration Expenditures Program Administration $ 70,133 City of Newport Beach - Program Administration $ 58,133 $ 58,133 Fair Housing Services $ 12,000 $ 12,000 Subtotal Administration $ 70,133 $ 70,133 Public Services $ 425,393 100% Age Well Senior Services- Home Delivered Meals Program $ 15,600 $ 15,600 Families Forward - Transitional Housing Program $ 9,000 $ 9,000 Human Options - Community Resource Center $ 4,000 $ 3,313 Serving People in Need -Substance Abuse Rehab Program $ 10,000 $ 10,000 Share Our Selves - SOS Free Medical and Dental Clinics $ 9,000 $ 0 Youth Employment Service of the Harbor Area- Youth Employment $ 5,000 $ 5,000 Subtotal Public Services $ 52,600 $ 42,913 Capital Improvements City of Newport Beach -108 Loan Repayment $ 202,486 $ 202,485 *City of Newport Beach - Sidewalk, Curb and Gutter Improvements $ 100,174' $ 96,206 Subtotal Capital Improvements: $ 302,600 $ 298,691 TOTALS $ 425,393 $ 411,737 'FY 2012-2013 Sidewalk, Curb and Gutter Improvements Activity allocation was $25,450. The amount of $74,724 was added to this activity as a result of a substantial amendment to the FY 2010-2011 and 2011-2012 Action Plans. These funds were available as a result of the cancellation of the FY 2010-2011 Utility Assessment District Grant Program ($65,922) and the FY 2011-2012 Sidewalk, Curb and Gutter Improvements ($8,802). The final amount allocated to this project was $100,174. Summary of Uses Activities Budget %ofBudget Expenditures Program Administration $ 70,133 20% $ 70,133 Public Services $ 52,600 15% $ 42,913 *Capital Improvements $ 302,660 65% $ 298,691 TOTALS $ 425,393 100% $ 411,737 *Additional funds were added to Sidewalk, Curb and Gutter Activity allocation ($25,450 plus $74,724) totaling $100,174. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 19 City of Newport Beach INSTITUTIONAL STRUCTURE 1. Describe actions taken during the last year to overcome gaps in institutional structures and enhance coordination. The City of Newport Beach continued to work with Orange County, the Orange County Housing Authority and various non-profit organizations to provide services to the City's residents. Through the cooperative efforts of these organizations, a variety of housing and community development programs were implemented throughout the community. The City maintained close contact with social service organizations funded by the City as well as other local service providers to coordinate efforts and to avoid the duplication of services. MONITORING 1. Describe how and the frequency with which you monitored your activities. Each program year, the City develops a custom monitoring schedule including each contractor / subrecipient. The monitoring plan includes the following tools: • Subrecipient Workshop / Onsite Technical Assistance Visit • Desk monitoring • Performance reports • Onsite program and financial reviews An appropriate combination of these four items provides a clear and timely picture of each contractor/subrecipient's progress and level of compliance with program regulations. Annual Subrecipient Workshop / Onsite Technical Assistance Visits An annual workshop is provided for new subrecipients. At this workshop, City staff review the program reporting requirements and documentation/record keeping standards to foster compliance. For high risk agencies, an onsite technical assistance meeting may also be necessary to assess the subrecipient's capacity related to recordkeeping, service delivery, and/or accounting systems. These visits are conducted in August and February of each year. Desk Monitoring Annually, the City reviews copies of case files to ensure complete and accurate documentation regarding the following items: • Client eligibility (if applicable) • Property eligibility (if applicable) PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 20 S0 City of Newport Beach • Appropriate funding levels for the activity • Compliance with all program requirements (i.e. environmental review) Performance Reports The City requires that performance reports from all subrecipients be submitted in order to facilitate the examination of a project's progress throughout the program year. The performance reports alert staff to any problems in subrecipient performance, need for technical assistance, and ensure data collection requirements are met. Annual Onsite Program and Financial Reviews The Department provides annual on-site reviews of all high-risk subrecipients in order to conduct a complete programmatic and financial monitoring. The Department will conduct on-site monitoring of low and moderate -risk subrecipients on a bi-annual basis. Monitoring Staff The City has the following monitoring duties: • Oversee the planning and budgeting process to ensure that projects and programs are consistent with the Consolidated Plan's identified high- and in some cases medium -priority strategic objectives and grant requirements. Staff also provides technical guidance regarding Affirmative Marketing and Fair Housing practices. • Provide technical guidance with each subrecipient partner regarding: program structure, income requirements, and document compliance. Staff reviews the City's monthly expenditure reports. At a minimum, staff performs quarterly draw downs in HUD's Integrated Disbursement and Information System (IDIS) against the appropriate grant. For IDIS, Staff gathers quarterly program statistical reports from the subrecipient partners and updates all necessary fields from setup to completion of each project and activity. Regular updating and draws ensures the City meets the CDBG timeliness deadline. As needed, staff performs environmental reviews and Davis -Bacon monitoring. • Review the invoices from each subrecipient and ensure timeliness with expenditures. • Provide technical guidance regarding all housing construction, demolition, and rehabilitation projects ensuring the correct number of units, timeliness in build -out, and approval of payments. For new construction, ensure compliance with all applicable local codes, ordinances, and zoning ordinances at the time of project completion. Provide monitoring orientation with all subrecipient partners and establish monitoring visits. The monitoring orientation includes the timing for monitoring visits. Subrecipient partners without problems or significant findings receive annual or PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 21 S2 City of Newport Beach semi-annual monitoring visits, while new subrecipients and subrecipients with significant problems or complex projects receive quarterly visits. 2. Describe the results of your monitoring including any improvements. The Department achieved monitoring success through: • Pre -award screening, risk assessment, and orientation; • Strong written agreements; • Performance standards and program objectives; and • Defined monitoring of each subrecipient partner on quarterly, semi-annual, and annual basis. The City will continually refine its monitoring procedures to ensure that each monitoring has a meaningfully positive impact on the overall program and that projects have measurable outcomes. 3. Self Evaluation a. Describe the effect programs have in solving neighborhood and community problems. b. Describe progress in meeting priority needs and specific objectives and help make community's vision of the future a reality. c. Describe how you provided decent housing and a suitable living environment and expanded economic opportunity principally for low and moderate -income persons. d. Indicate any activities falling behind schedule. e. Describe how activities and strategies made an impact on identified needs. f. Identify indicators that would best describe the results. g. Identify barriers that had a negative impact on fulfilling the strategies and overall vision. h. Identify whether major goals are on target and discuss reasons for those that are not on target. i. Identify any adjustments or improvements to strategies and activities that might meet your needs more effectively. Program Year 2012-2013 was the nineteenth year that Newport Beach administered its own CDBG program since becoming a CDBG Entitlement Jurisdiction in 1994. The City completed all the planning requirements of the CDBG program and began program implementation on July 1, 2012. To facilitate the administration of the CDBG program, the City has retained a consultant to provide technical support and to oversee the City of Newport Beach CDBG activities and expenditures. CDBG grants were awarded to six (6) social service and fair housing agencies to address the supportive service needs of Newport Beach residents. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 22 S2 City of Newport Beach Overall, the City has been successful in implementing the proposed projects during the nineteenth year of its CDBG program and first under the 2010-2014 Five -Year Consolidated Plan. The City utilizes its CDBG funds to address homeless issues, special needs and community development objectives. Housing objectives are primarily met with the use of local in -lieu fee proceeds. As a result, for this Report, the majority of the achievements in this report address the strategic plan objectives in which CDBG funds are utilized (homeless, special needs and community development objectives). The City has met the majority of the annual goals for the aforementioned objectives. The City met the following objectives for the program year: 2012-2013 Program Year Goals vs. Accomplishments Activity Accomplishment 2012-2013 2012-2013 Units Goals Accomplishments Housing. Section 8 Housing Choice Voucher and Housing Units 400 495 Rent -Restricted Units Fair Housing Activities: People Served 200 187 Fair Housing & Counseling Services Senior Services: People Served 100 112 Home Delivered Meals Program Special Needs/Non-Homeless People Served 7 4 Battered and Abused Spousal Program Special Needs/Non-Homeless People Served 7 7 Substance Abuse Rehabilitation Program Homeless and HIV/AIDS People Served 100 150 Transitional Housing Program Public Services: People Served 100 0 Health Services Public Services: People Served 25 25 Youth Services Public Facilities: Public Facilities 1 1 Section 108 Loan Repayment -Balboa Village Upgrade Public Facilities with ADA Improvements: Public Facilities 1 1 Sidewalk, Curb and Gutter Improvements -ADA General Program Administration N/A N/A N/A The table in the Executive Summary and Managing the Process clearly demonstrate that the City met a majority of the quantifiable goals it proposed in the Five -Year Consolidated Plan and the One -Year Action Plan, and exceeded most goals. However, many of the City's programs have indirect benefits that are difficult to measure. For example, the full benefits of the Balboa Village Public Facility Improvements will not be realized until private businesses capitalize on the public investment, expand their operations and hire new staff. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 23 33 City of Newport Beach In establishing five-year priorities, the City of Newport Beach has taken two (2) concerns into consideration: 1) those categories of lower- and moderate -income households most in need of housing and community development assistance; and 2) which activities will best meet the needs of those identified households. The homeless, persons with special needs, and those at risk of homelessness are most in need of housing and community assistance. The City developed the following strategies to address the needs of such persons: • Provide supportive services and housing for the homeless and near homeless through support of social agencies and regional programs; • Provide supportive services for special needs populations; • Provide for the access needs of the physically challenged; and • Provide needed community services to those of lower- and moderate - income. The activities funded in program year 2012-2013 not only addressed the above strategies, but improved the quality of life for those identified as the most in need of housing and community development assistance. To illustrate, the City awarded the Fair Housing Foundation CDBG funds to help low and moderate -income and persons with special needs to remain in their homes. The Fair Housing Foundation assisted 187 persons with various fair housing services. The most noted example of how activities and strategies made an impact on identified needs during the 2012-2013 program year is Age Well Senior Services Mobile Meals Program. This organization provides home -delivered nutritious meals to homebound, disabled, low and moderate -income seniors and disabled persons in southern Orange County, including Newport Beach. Age Well Senior Services delivered nutritional meals to 112 seniors and disabled persons in the City during the program year. In an effort to increase supportive services to elderly residents and disabled persons, Age Well Senior Services has worked with HOAG Hospital to ensure that discharged low-income seniors and disabled persons can receive home delivered nutritionally appropriate meals. Such coordination has improved the access of seniors and disabled persons to services. Serving People In Need (SPIN) assisted 7 low- and moderate -income residents suffering from substance abuse. Families Forward provided emergency/transitional shelter to 150 people providing meals, shelter, clothing, case management and referral services to homeless families. Human Options provided services to 4 clients who are homeless because of domestic violence. This agency provides to battered women with children shelter, food, clothing, and counseling and legal advocacy. Share Our Selves (SOS) serves low- and moderate -income residents providing primary/urgent care on a daily walk-in basis, chronic care, and specialty care by PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 2/4I S4 City of Newport Beach appointment to uninsured Orange County residents and patients in the County MSI Program. This activity provided a service to persons in need of medical and dental care. However, CDBG funds were ultimately not provided for 2012-2013 because the agency declined the grant due to compliance reporting requirements that conflicted with their newly adopted procedures. The Substantial Amendment to the Annual Action Plan 2010-2011 cancelled the Utility Assessment District Grant Program activity. Eight (8) applications were received in FY 2010-2011. The status and disposition of those applicants includes: Four (4) were determined eligible and provided with information on how to solicit bids and to contract for the work in conformance with the Program Guidelines. None of those four (4) applicants provided the documentation necessary to actually provide grant assistance. Two (2) were determined ineligible based on household income exceeding the 50% of AMI threshold. Two (2) applications were determined to be incomplete. Neither applicant provided the necessary documentation to complete their applications. Subsequent to cancellation, the entire $65,922 budget was re -allocated to the 2012- 2013 Sidewalk, Curb and Gutter Improvements activity. The City continues to look for ways to provide affordable housing to low- and moderate -income households by using resources such as City's in -lieu housing fund associated with market -rate development, as well as density bonuses and other incentives such as the waiver of processing and permitting fees, expedited review and processing, and relief from development standards. The City continues to look for potential developers of affordable housing for seniors and families to use these available funds. In program year 2012-2013, the City used in -lieu fee proceeds for plumbing repairs needed to preserve affordable housing units. The City continues to preserve affordable housing by monitoring existing affordable housing units and enforcing affordability covenants. Additionally, the City is working with developers to create over 100 new affordable housing units (see Affordable Housing Table in Section VII). Approval of four Affordable Housing Implementation Plans (AHIP) in conjunction with the approval of the following projects: • Santa Barbara Condominiums (79 units) - AHIP amended February 2012, to require the payment of in -lieu housing fee in the amount of $1.2 million into the City's Affordable Housing Fund. Payment of the fee is due upon issuance of building permits for the project (estimated in 2013 and 2014). • North Newport Center Planned Community Development Plan (524 units) - AHIP amended July 2012, to require the recordation of affordability covenants on existing market -rate rental units to maintain rents affordable for a period of 30 years to either 52 very low-, 79 low-, 105 moderate -income PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 25 S,5 City of Newport Beach households, or a combination of units. Affordable housing agreements will be recorded in the future based on phased schedule, in conjunction with the issuance of certificates of occupancy for the market -rate units in the project (estimated 2014/2015). • Banning Ranch (1,375 units) - AHIP approved July 23, 2012 (pending Coastal Commission approval), which includes a requirement that 15 percent of the units be affordable to either very low-, low-, or moderate -income households. A minimum of 50 percent of the affordable units must be constructed onsite, with alternative development options for the other 50 percent. The affordable units will be restricted for a period of 30 years. • Uptown Newport (922 units + 322 density bonus units) - AHIP approved March 12, 2013, requires that either 11 percent (102 units) of the units be rented at very low-income rates or 20 percent (185 units) of the units at low- income rates. Units must remain affordable for a period of 30 years. Alternatively, 40 percent (369 units) of the units may be sold at an affordable price for moderate -income households. A combination of these income groups can also be accommodated, subject to City approval. The Substantial Amendment to the Annual Action Plan 2011-2012 cancelled the Sidewalk, Curb and Gutter Improvements activity. The activity was not implemented during 2011-2012 due to insufficient CDBG funds. Subsequent to cancellation, the entire $8,802 budget was to be allocated to the new 2012-2013 Sidewalk, Curb and Gutter Improvements activity as part of the 2012-2013 Action Plan. The City completed an ADA Sidewalk Improvements to public facilities throughout the City to ensure accessibility to residents with disabilities during the 2012-2013 program year. The City set a goal of improving ADA access to two public facilities in the consolidated plan. The City cannot identify any barriers to strategies and activities at this time. As previously stated, the City is on target with major Strategic Plan goals and objectives. The City has no other adjustments to strategies and activities other than those previously mentioned in this report. LEAD-BASED PAINT 1. Describe actions taken during the last year to evaluate and reduce lead-based paint hazards. The City does not administer a general housing rehabilitation program that includes lead abatement and therefore has no method of directly reducing the threat of lead paint in the community. The City supports the efforts of the Orange County Department of Health Services, an organization that educates residents on the health hazards of lead-based paint through the dissemination of brochures to residents. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 26 so II. HousING 37 City of Newport Beach Housing Needs 1. Describe Actions taken during the last year to foster and maintain affordable housing. The City fosters and maintains affordable housing with local resources such as the in -lieu fee associated with market -rate development and local regulations such as density bonuses, waiver of processing and permitting fees, and the relaxation of development standards. The City continues to look for potential developers of affordable housing for seniors and families to use these available funds. In program year 2012-2013, the City used in -lieu fee proceeds for plumbing repairs needed to preserve affordable housing. In addition, City staff continued to monitor the number of affordable housing units and enforce the affordability covenants of units in Newport Beach. The table below provides a list of units that currently have affordability covenants and are located within the City of Newport Beach. The City is responsible for monitoring 377 of the 538 affordable units. City of Newport Beach - Affordable Housing Units Project Name Project Address Termination No. Units Unit Breakdown Date Newport Sea Crest 84315 th Street 11/1/16 65 45-2 Bedroom 20-1 Bedroom -Apts. Newport Seaside Apts. 1544 Placentia Avenue 8/1/19 25 23-2 bedroom 2-3 bedroom Newport Seashore 849 West 15th Street 7/1/18 15 2 bedrooms -Apts. Newport Harbor 1 1538 Placentia Avenue 5/7/20 26 21-2 bedroom 5-3 bedroom Pacific Heights 881-887 W. 15th Street 9/12/18 7 2 bedrooms -Apartments Newport Harbor 11 1530 Placentia Ave 7/16/23 14 10-2 Bedroom 4 -SRO Style Kirkwood (Villa del 401 Seaward Road 4/19/25 2 2 bedrooms Este) (Proprietorship) Villa Sienna 2102 East 15 Street 07/02/22 3 2 bedrooms Condominiums (Proprietorship) 851 Domingo Drive 851 Domingo Drive (County Perm. 28 Not monitored by Apts. Project) City Seaview Lutheran 2900 Pacific View Dr.(Federa/ 03/26/21 100 1 bedroom Plaza Project Newport North 2 Milano Drive (County Perm. 133 Not monitored by Project Cit Lower Bayview 1121 Back Bay Drive Perm. 120 96-1 bedroom bedroom -Housing24-2 TOTAL 538 TOTAL RENTAL UNITS MONITORED BY THE CITY: 377 PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 27 S2 City of Newport Beach Specific Housing Objectives 1. Evaluate progress in meeting specific objective of providing affordable housing, including the number of extremely low-income, low-income, and moderate -income renter and owner households comparing actual accomplishments with proposed goals during the reporting period. The City divided its efforts to foster and maintain affordable housing into three specific objectives that are described more fully below. The three objectives are: • Add and maintain 34 affordable housing units • Maintain current level of Section 8 Vouchers • Ensure universal access to fair housing Maintain current level of Section 8 Vouchers The Orange County Housing Authority (OCHA) administers the Section 8 rental certificate and rental voucher program for the City. The Section 8 rental program provides rental assistance to very low-income families. In PY 2012-2013, 118 households received Section 8 rental assistance. Ensure universal access to fair housing The Fair Housing Foundation was allocated $12,000 to provide landlord tenant mediation, eviction prevention and fair housing counseling. Fair Housing Foundation made contacts with individuals in Newport Beach regarding fair housing issues, 187 persons received services. A comprehensive education and outreach program was implemented to ensure that residents, potential residents, landlords, real estate brokers and agents all have access to critical information needed to ensure fair housing choice throughout Newport Beach. HOUSING 5 -Year Strategy: Expand the supply of affordable rental and homeownership housing opportunities Outcome/Objective Planned Activities performance 2012 2012 Statements Indicator Goals Achievements Acquisition of Affordability Covenants on Rental Properties Housing Units 0 0 (North Newport Center & Santa Affordability/Decent Barbara Condominiums) Construction of Multi- Family Affordable Housing Affordable Housing Units 0 0 Housing Units (Uptown Newport) PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 28 City of Newport Beach HOUSING 5 -Year Strategy: Preserve and improve the existing housing stock and ensure equal access Outcome/Objective planned Activities Performance 2012 2012 Statements Indicator Goals Achievements Section 8 Housing Choice Voucher Housing Units 400 495 and Rent -Restricted Units Housing Rehabilitation Programs Housing Units 7 0 Accessibility/ Decent Affordable Housing Utility Connection Programs Fair Housing Program People 200 187 2. Evaluate progress in providing affordable housing that meets the Section 215 definition of affordable housing for rental and owner households comparing actual accomplishments with proposed goals during the reporting period. The City's goal is to preserve and increase housing affordability. The City expects to add at least 102 affordable housing units through the Uptown Newport project (formerly referred to as Airport Area Conexant in the Consolidated Plan with a goal of 68 units). Completion of half of these units is expected by 2018. The City established a Consolidated Plan goal of acquiring at least 34 affordable housing covenants by June 30, 2015. Currently, the City plans to acquire these covenants through the conversion of existing market rate apartments at The Bays Apartments into affordable units as a condition of the approval of the Newport North Center Planned Community. The completion of the project and the provision of the affordable units is not anticipated until 2015. The in -lieu fee paid as part of the Santa Barbara Condominiums project Affordable Housing Implementation Plan may also be used to create additional affordable units during the Consolidated Plan cycle. 3. Describe efforts to address "worst-case" housing needs and housing needs of persons with disabilities. In addition to the activities mentioned in questions number 1 and 2 of the Specific Housing Objectives Section above, the City addressed the needs of "worst-case" households through the funding of non-profit public service agencies. "Worst-case" households are defined as households that do not receive on-going rental assistance and pay more than one-half of their income for rent or live in severely inadequate housing. These households face the greatest risk of becoming homeless. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 29 40 City of Newport Beach Public Housing Strategy 1. Describe actions taken during the last year to improve public housing and resident initiatives. The City supported the Orange County Housing Authority (OCHA) efforts to maximize the use of Section 8 funds and other resources within Newport Beach. There are currently thirty-one (31) OCHA participating jurisdictions, including Newport Beach. Representatives from the participating jurisdictions meet at a minimum quarterly, often times monthly, to form the Cities Advisory Committee to assist the Orange County Board of Supervisors and the OCHA staff in accomplishing public housing goals. Newport Beach attends the meetings regularly and provides input on the OCHA Five -Year Strategic Plan, Annual Plan and Administrative Plans. Although there are currently no public housing units in Newport Beach, the City continued to participate on the Advisory Committee and support OCHA's efforts (1) in expanding affordable housing opportunities for Section 8 Voucher recipients, and (2) ensuring OCHA goals are consistent with the City's Consolidated Plan and Housing Element. Barriers to Affordable Housing 1. Describe actions taken during the last year to eliminate barriers to affordable housing. The City implemented the following actions to reduce barriers to affordable housing: • Continued to monitor all regulations, ordinances, departmental processing procedures, and residential development fees to ensure these requirements do not excessively constrain affordable residential development. • Continued to enforce the Inclusionary Housing Ordinance that requires market -rate developers to allocate between 10 and 20 percent of new units for low and moderate -income households. Developers can also opt for the in - lieu fee. The City currently has $2,275,613 million of in -lieu fees. In -lieu fees are reserved for the development or preservation of affordable housing. • Continued to offer density bonus incentives for the development of affordable housing pursuant to state density bonus requirements and Newport Beach Housing Element. • Offered fee waivers to developers of affordable housing. HOME/American Dream Down Payment Initiative (ADDI) The City of Newport Beach does not receive HOME funds. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 30 41 III. HOMELESS NEEDS -42 City of Newport Beach Homeless Needs 1. Identify actions taken to address needs of homeless persons. The Strategic Plan addresses the needs of persons who are homeless and are at risk of homelessness. 1. Preserve the supply of emergency and transitional units available 2. Assist homeless and those at risk of homelessness 3. Assist homeless battered women and children Preserve the supply of emergency and transitional units available Three (3) of the six (6) public service agencies receiving CDBG funds from the City provided emergency or transitional housing for homeless persons in Orange County. These funded programs were: • Human Options —Emergency Shelter for Battered Women; • Families Forward - Transitional Housing Programs; and • Serving People in Need (SPIN) - Substance Abuse Rehabilitation Program. Assist homeless and those at risk of homelessness The City of Newport Beach provided financial assistance to Serving People In Need (SPIN), Families Forward, and Age Well Senior Services to provide access to recovery programs to homeless and low income individuals who otherwise could not afford such services. The program includes one month of room and board, counseling, and supplemental services focused on employment, medical assistance, and legal assistance. Home delivery meals twice daily to homebound persons to age, illness or disability. Please also see the services provided by the Fair Housing Council of Orange County in the General Narrative, Affirmatively Furthering Fair Housing. Assist homeless battered women and children The City of Newport Beach provided financial assistance to Human Options under the Domestic Violence Intervention/Prevention Program to provide temporary emergency shelter to battered and abused women and their children. This program also receives referrals through the Courthouse Family violence Outreach Center, Interval House Project, and Transitional Housing Project. 2. Identify actions to help homeless persons make the transition to permanent housing and independent living. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 31 S City of Newport Beach In order to address homelessness in an effective, comprehensive manner, HUD asks cities to form Continuums of Care. A Continuum of care refers to an overall plan to coordinate the efforts of all involved parties to meet the needs of homeless persons and persons at risk of homelessness. The components of a continuum include homeless prevention, emergency shelter, transitional shelter, permanent supportive housing, and supportive services. The overall objective is to move homeless persons and families outside the service delivery system into emergency housing, then to transitional housing, and finally to self-sufficiency or permanent supportive housing. The City of Newport Beach actively participates in the Orange County Continuum of Care, a collaboration of other city jurisdictions, non-profit organizations, and local groups and charities. The City is involved with the Steering Committee and has assisted in the development of strategies to meet homeless needs. The City also funded several non -profits involved at different stages of the Continuum: Prevention: Emergency Shelter: Transitional Housing Permanent Supportive Housing Supportive Services: HOMELESS AND HIV/AIDS Fair Housing Foundation and Human Options Human Options & Families Forward Serving People In Need (SPIN), Human Options; and Families Forward None Families Forward, Human Options, and SPIN 5 -Year Strategy: Support a continuum of services in support of the City's and County's effort to end homeless and improve the quality of life for persons living with HIV/AIDS Outcome/Objective planned Activities performance 2012 2012 Statements Indicator Goals Achievements Homeless Prevention Programs Transitional Housing Emergency Shelter to Victims of Accessibility/ Suitable Domestic Violence Living Environments People 100 150 Transitional Housing and Support Services for Victims of Domestic Violence Case Management and Other Services PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 32 44 City of Newport Beach 3. Identify new Federal resources obtained from Homeless SuperNOFA. The City of Newport Beach supports the County of Orange Housing and Community Services Department and the Orange County Partnership in their efforts to secure funds to end homelessness. In 2012 (most recent available), the County of Orange and OC partnership secured $14.8 million for the region through the Competitive Homeless SuperNOFA. While none of the funded projects are located in the City of Newport Beach, the region as a whole will benefit from the following new programs that were awarded funding in the Homeless SuperNOFA: • American Family Housing: $427,656 for 36 beds, supportive services, and operations to provide transitional housing to homeless • Orange County Housing Authority: $3,316,698 for 174 Housing Certificates for tenant -based rental assistance for disabled homeless • Orange County Housing Authority: $587,974 for 30 Housing Certificates for tenant -based rental assistance for disabled homeless • Orange County Housing Authority: $542,042 for 30 Housing Certificates for tenant -based rental assistance for disabled homeless • Mercy House: $124,719 for 27 beds, supportive services, operations and HMIS to provide transitional housing to homeless • Anaheim Supportive Housing Senior Adults: $167,020 for 12 beds, supportive services, operations and HMIS to provide permanent housing to homeless • Mercy House: $91,965 for 21 beds, supportive services and HMIS to provide transitional housing to homeless • Collette's Children's Home: $149,297 for 24 beds, supportive services, operations, leasing and HMIS to provide transitional housing to homeless • Human Options: $113,239 for 50 beds, supportive services and operations to provide transitional housing to homeless • John Henry Foundation: $149,157 for 6 units, supportive services and operations to provide permanent housing to homeless • OC Partnership: $58,130 for HMIS implementation • OC Partnership: $441,516 for HMIS to provide support services to providers who serve homeless subpopulations • Collette's Children's Home: $129,734 for 24 beds, supportive services, operations, leasing, and HMIS to provide transitional housing to homeless PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 33 45 City of Newport Beach • South County Outreach: $51,147 for 18 beds, supportive services and operations to provide transitional housing to homeless • South County Outreach: $179,311 for 50 beds, supportive services and HMIS to provide transitional housing to homeless • Thomas House: $89,506 for supportive services, operations and HMIS to provide transitional housing to homeless • Human Options: $31,380 for supportive services to homeless • YWCA Central OC: $95,668 for 11 beds, supportive services, operations and HMIS to provide transitional housing to homeless • Orange Coast Interfaith Shelter: $288,525 for 24 beds, supportive services, operations, leasing and HMIS to provide transitional housing to homeless • Veterans First: $162,745 for 24 beds, supportive services, operations and leasing to provide transitional housing to homeless • Families Forward: $76,001 for 35 beds, supportive services and operations to provide transitional housing to homeless • Veterans First: $259,661 for 28 beds, supportive services, operations, leasing and HMIS to provide transitional housing to homeless • Families Forward: $135,473 for 36 beds, supportive services and operations to provide transitional housing to homeless • Interval House: $73,268 for case management and supportive services to victims of domestic violence • Eli Home: $534,263 for 28 beds, supportive services, operations, leasing and HMIS to provide transitional housing to homeless • Fullerton Interfaith Emergency Shelter: $256,800 for low cost child care services to homeless families • Joseph House/Regina House: $120,260 for supportive services for homeless individuals • Orange County Housing Authority: $1,071,948 for 58 Housing Certificates for tenant -based rental assistance for disabled homeless • Orange County Housing Authority: $742,433 for 40 Housing Certificates for tenant -based rental assistance for disabled homeless PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 34 40 City of Newport Beach • Friendship Shelter: $75,225 to provide supportive services to the chronic homeless • Veteran's First: $215,696 for 22 permanent housing beds to serve disabled and chronic homeless veterans • WISE Place: $102,509 for 5 beds, supportive services, and operations to provide transitional housing to homeless • Colette's Children's Home: $160,274 for 24 beds, supportive services, operations, and HMIS to provide transitional housing to homeless (Anaheim) • Colette's Children's Home: $140,508 for 24 beds, supportive services, operations, and HMIS to provide transitional housing to homeless (Placentia) In addition to the agencies listed above, another twelve (12) agencies received funds totaling $3,632,386 from the SuperNOFA award. Specific Homeless Prevention Elements 1. Identify actions taken to prevent homelessness. Fair Housing Foundation — Fair Housing The City of Newport Beach provided financial assistance to continue to provide fair housing and landlord/tenant mediation to ensure universal access to fair housing to low and moderate income residents. Serving People in Need (SPIN) — Substance Abuse Rehabilitation Program This program provided access to recovery programs to homeless and low income individuals who otherwise could not afford such services. The program includes one month of room and board, counseling, and supplemental services focused on employment, medical assistance, and legal assistance. Human Options — Emergency Shelter for Battered Women The City of Newport Beach provided financial assistance to provide for emergency shelter, food, clothing, counseling, and legal advocacy to battered women and their children to ensure availability/accessibility of suitable living environment. Families Forward — Emergency Shelter and Transitional Housing The City of Newport Beach provided financial assistance. This program transits struggling families from crisis to stability and self-sufficiency. Please also see the services provided by the Fair Housing Council of Orange County in the General Narrative, Affirmatively Furthering Fair Housing. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 35 47 City of Newport Beach Emergency Solutions Grants (ESG) The City of Newport Beach does not receive ESG funds. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 36 42 IV. COMMUNITY DEVELOPMENT -49 City of Newport Beach Community Development 1. Assessment of Relationship of CDBG Funds to Goals and Objectives a. Assess use of CDBG funds in relation to the priorities, needs, goals, and specific objectives in the Consolidated Plan, particularly the highest priority activities. b. Evaluate progress made toward meeting goals for providing affordable housing using CDBG funds, including the number and types of households served. c. Indicate the extent to which CDBG funds were used for activities that benefited extremely low-income, low-income, and moderate -income persons. The primary objective of CDBG Program is the development of viable urban communities, including decent housing, a suitable living environment and expanding economic opportunities, principally for persons of low- and moderate -income. Accordingly, the City of Newport Beach developed a Consolidated Plan — One -Year Action Plan that gave priority to meeting community housing, public service, fair housing, public facilities and improvements, ADA Accessibility programs. Through public meetings, and public hearings, the City provided residents and service providers an opportunity to help identify the City's major needs and thereby assist in the establishment of long and short term community development objectives. During the 2012-2013 fiscal year, the City expended CDBG funds in a manner consistent with meeting the National Objectives of the program. 100% of the CDBG funds expended were for activities that benefit low to moderate income persons. The percentage includes Administration and Planning activities. The following is a list of CDBG public service programs that were implemented: • Fair Housing and Landlord/Tenant Mediation • Community Resource Center for Battered and Abused Spouse • Emergency/Transitional Housing Shelter • Senior Services • Substance Abuse Rehab • Youth Employment Services PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 37 150 City of Newport Beach PUBLIC SERVICES 5 -Year Strategy: Contribute to the well-being of individuals, families, and neighborhoods Outcome/Objective planned Activities Performance 2012 2012 Statements Indicator Goals Achievements Sustainability/ General Public Service Programs Suitable Living Employment and Other Training Public Facilities 1 1 Environments Programs Accessibility / Suitable Food and Essential Services People 100 25 Living Environments Family Services Health Services Youth Services The following is a list of CDBG housing and capital improvement projects that were implemented: • Section 108 Loan Repayment (Balboa Village Improvements) PUBLIC FACILITIES 5 -Year Strategy: Provide access to local public facilities that contribute to community and neighborhood development Outcome/Objective Planned Activities Performance 2012 2012 Statements Indicator Goals Achievements Sustainability/ Section 108 Loan Repayment— Suitable Living Balboa Village Improvements Public Facilities 1 1 Environments 2. Changes in Program Objectives a. Identify the nature of and the reasons for any changes in program objectives and how the jurisdiction would change its program as a result of its experiences. The City did not make any changes to its program objectives. 3. Assessment of Efforts in Carrying Out Planned Actions a. Indicate how grantee pursued all resources indicated in the Consolidated Plan. b. Indicate how grantee provided certifications of consistency in a fair and impartial manner. c. Indicate how grantee did not hinder Consolidated Plan implementation by action or willful inaction. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 38 151 City of Newport Beach The City pursued all resources described in the PY 2012-2013 One -Year Action Plan. The City provided certifications of consistency upon request to non -profits that were pursuing activities and projects that worked toward meeting the strategic objectives and national objectives found in the Consolidated Plan and the Orange County Housing Authority (OCHA) for its Annual Plan. The City did not hinder the implementation of any portion of the Consolidated Plan through any action or willful inaction. 4. For Funds Not Used for National Objectives a. Indicate how use of CDBG funds did not meet national objectives. b. Indicate how did not comply with overall benefit certification. According to the CDBG Grantee Performance Report generated by HUD's Integrated Disbursement and Information System (IDIS), all CDBG funded activities, with the exception of administration, fair housing, and Section 108 repayments, satisfied the Low/Moderate Income National Objective. In the 2012-2013 One -Year Action Plan, the City certified that at least 70 percent of all CDBG funded activities would primarily benefit low and moderate -income persons. According to the CDBG Financial Summary Report (PR26) generated by HUD's Integrated Disbursement and Information System (IDIS), 100% of the City's CDBG expenditures went toward satisfying the national objective of serving persons of low- and moderate -income. 5. Anti -displacement and Relocation - for activities that involve acquisition, rehabilitation or demolition of occupied real property a. Describe steps actually taken to minimize the amount of displacement resulting from the CDBG-assisted activities. b. Describe steps taken to identify households, businesses, farms or nonprofit organizations who occupied properties subject to the Uniform Relocation Act or Section 104(d) of the Housing and Community Development Act of 1974, as amended, and whether or not they were displaced, and the nature of their needs and preferences. c. Describe steps taken to ensure the timely issuance of information notices to displaced households, businesses, farms, or nonprofit organizations. The City did not undertake any CDBG-funded activities that involved acquisition, displacement or relocation. 6. Low/Mod Job Activities - for economic development activities undertaken where jobs were made available but not taken by low- or moderate -income persons a. Describe actions taken by grantee and businesses to ensure first consideration was or will be given to low/mod persons. b. List by job title of all the permanent jobs created/retained and those that were made available to low/mod persons. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 39 152 City of Newport Beach c. If any of jobs claimed as being available to low/mod persons require special skill, work experience, or education, provide a description of steps being taken or that will be taken to provide such skills, experience, or education. The City did not undertake any CDBG-funded activities using the economic development orjob creation national objective. 7. Low/Mod Limited Clientele Activities - for activities not falling within one of the categories of presumed limited clientele low and moderate income benefit a. Describe how the nature, location, or other information demonstrates the activities benefit a limited clientele at least 51% of whom are low- and moderate - income. The City funded several activities on the basis that at least 51 percent of the beneficiaries of the service would be of low- or moderate -income. All funded services that qualified as a Low/Mod Clientele activity either served homeless persons, who qualify as a presumed benefit sub -population, or verified the income of the beneficiary upon intake. At least 51 percent of beneficiaries for each CDBG- funded activity were documented or presumed to be of low- and moderate -income. 8. Program income received a. Detail the amount of program income reported that was returned to each individual revolving fund, e.g., housing rehabilitation, economic development, or other type of revolving fund. b. Detail the amount repaid on each float -funded activity. c. Detail all other loan repayments broken down by the categories of housing rehabilitation, economic development, or other. d. Detail the amount of income received from the sale of property by parcel. The City did not receive any CDBG program income in PY 2012-2013. 9. Prior period adjustments - where reimbursement was made this reporting period for expenditures (made in previous reporting periods) that have been disallowed, provide the following information: a. The activity name and number as shown in IDIS; b. The program year(s) in which the expenditure(s) for the disallowed activity(ies) was reported; c. The amount returned to line -of -credit or program account; and d. Total amount to be reimbursed and the time period over which the reimbursement is to be made, if the reimbursement is made with multi-year payments. There were no prior period adjustments. 10. Loans and other receivables a. List the principal balance for each float -funded activity outstanding as of the end of the reporting period and the date(s) by which the funds are expected to be received. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 40 153 City of Newport Beach b. List the total number of other loans outstanding and the principal balance owed as of the end of the reporting period. c. List separately the total number of outstanding loans that are deferred or forgivable, the principal balance owed as of the end of the reporting period, and the terms of the deferral or forgiveness. d. Detail the total number and amount of loans made with CDBG funds that have gone into default and for which the balance was forgiven or written off during the reporting period. e. Provide a List of the parcels of property owned by the grantee or its subrecipients that have been acquired or improved using CDBG funds and that are available for sale as of the end of the reporting period. The City did not used CDBG funds for any float -funded activities. 11. Lump sum agreements a. Provide the name of the financial institution. b. Provide the date the funds were deposited. c. Provide the date the use of funds commenced. d. Provide the percentage of funds disbursed within 180 days of deposit in the institution. The City has no lump sum agreements. 12. Housing Rehabilitation - for each type of rehabilitation program for which projects/units were reported as completed during the program year a. Identify the type of program and number of projects/units completed for each program. b. Provide the total CDBG funds involved in the program. c. Detail other public and private funds involved in the project. The Substantial Amendment to the Annual Action Plan 2010-2011 cancelled the Utility Assessment District Grant Program activity. The following is a brief narrative of the reason for cancellation: Eight (8) applications were received in FY 2010-2011. However, the status and disposition of those applicants includes: Four (4) were determined eligible and provided with information on how to solicit bids and to contract for the work in conformance with the Program Guidelines. None of those four (4) applicants provided the documentation necessary to actually provide grant assistance. Two (2) were determined ineligible based on household income exceeding the 50% of AMI threshold. Two (2) applications were determined to be incomplete. Neither applicant provided the necessary documentation to complete their applications. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 41 154 City of Newport Beach Subsequent to cancellation, the entire $65,922 budget was allocated to the 2012- 2013 Sidewalk, Curb and Gutter Improvements activity. 13. Neighborhood Revitalization Strategies - for grantees that have HUD -approved neighborhood revitalization strategies a. Describe progress against benchmarks for the program year. For grantees with Federally -designated EZs or ECs that received HUD approval for a neighborhood revitalization strategy, reports that are required as part of the EZ/EC process shall suffice for purposes of reporting progress. The City did not have a Neighborhood Revitalization Strategy Area in PY 2012-2013. Antipoverty Strategy 1. Describe actions taken during the last year to reduce the number of persons living below the poverty level. In Program Year 2012-2013, the City provided CDBG funding to support several programs to maintain or increase the client's level of self-sufficiency and ability to escape poverty. The following programs directly assisted low- and moderate -income persons: 1. Senior Services Home -Delivered Meal Program 2. Human Option/Emergency Shelter for Battered Women 3. Families Forward/Emergency/Transitional Shelter _1:11FTa:Zaif7711 PRM 5. Youth Employment Services/Employment Related Services PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 42 155 V. NON -HOMELESS SPECIAL NEEDS 156 City of Newport Beach Non -homeless Special Needs 1. Identify actions taken to address special needs of persons that are not homeless but require supportive housing, (including persons with HIV/AIDS and their families). The City funded a number of programs that address the special needs of persons that are not homeless but require supportive housing. These programs include: Age Well Senior Services Home -Delivered Meal Program Provided home delivered meals to seniors and disabled persons to reduce the possibility of institutionalization. Human Options — Battered and Abused Spousal Program Provided a wide variety of counseling and educational programs to help victims and their family members deal with the effects of domestic violence. Services also include emergency shelters and transitional housing. SPIN Substance Abuse Rehabilitation Program Administered a substance abuse recovery program to help persons regain their self- sufficiency. SENIOR SERVICES 5 -Year Strategy: Provide quality supportive services so elderly residents can live as independently as possible Outcome/Objective Planned Activities Performance 2012 2012 Statements Indicator Goals Achievements General Senior Programs Accessibility /Suitable Information and Referral Programs Living Environments People 100 112 Food and Essential Services Senior Transportation Services PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 43 57 City of Newport Beach SPECIAL NEEDS/NON-HOMELESS 5 -Year Strategy: Help persons with special needs live as independently as possible Outcome/Objective Planned Activities Performance 2012 2012 Statements Indicator Indicator Goals Achievements General Public Service Programs Battered and Abused Spousal Employment and Other Training Programs Programs Food & Essential Services Accessibility / Suitable Food and Essential Services Referral and Case Management People 7 4 Services Family Services Employment Training and placement Accessibility / Suitable for persons with Disabilities Living Environments Upgrade Public Facilities with ADA Public Facilities 1 1 Improvements Substance Abuse Rehabilitation People 7 7 Services PUBLIC SERVICES 5 -Year Strategy: Contribute to the well-being of individuals, families, and neighborhoods Outcome/Objective Planned Activities Performance 2012 2012 Statements Indicator Goals Achievements General Public Service Programs Employment and Other Training Programs Accessibility / Suitable Food and Essential Services People 100 25 Living Environments Family Services Health Services Youth Services PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 44 City of Newport Beach Specific HOPWA Objectives The City of Newport Beach does not receive HOPWA funds. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 45 �9 V1. OTHER NARRATIVE 00 City of Newport Beach 1 1. Include any CAPER information that was not covered by narratives in any other section. Minority Business Enterprise / Women -Owned Business Enterprise (MBE- WBE) As an Entitlement recipient of CDBG funds, the City of Newport Beach is required to provide business opportunities to minority and women -owned businesses in connection with the activities funded through the CDBG grant. This requirement is applicable to contracting and subcontracting opportunities funded in whole or in part with the federal housing and community development assistance provided to the City as a grantee. OMB Circular A-102 states that "It is national policy to award a fair share of contracts to small and minority business firms. Grantees shall take similar appropriate affirmative action to support of women's enterprises and are encouraged to procure goods and services from labor surplus areas." The Uniform Administrative Requirements of 24 CFR 85.36(e) require the City to "take all necessary affirmative steps to assure that minority firms, women's business enterprises, and labor surplus area firms are used when possible." Further, the City is required under §570.507(b) - Reports (24 CFR Part 570, CDBG Final Rule) to submit a report to the U.S. Department of Housing and Urban Development (HUD) on the City's MBE-WBE contracting and subcontracting activity generated through the expenditure of HUD funds. To comply with these requirements, the City includes MBE-WBE firms on its bid solicitation lists and encourages MBE-WBE firms to compete for CDBG-funded construction contracts. The City's Economic Development Coordinator ensures that the Contract -Subcontract Activity Report and the MBE-WBE Summary Report are submitted to the Los Angeles Field Office of the U.S. Department of Housing and Urban Development as required. PY 2012-2013 Consolidated Annual Performance and Evaluation Report Page 46 01 APPENDICES 02 APPENDIX "A" SUMMARY OF ANNUAL OBJECTIVES (o3 CPMP Version 2.0 HOUSING 5 -Year Strategy: Preserve and improve the existing housing stock and ensure equal access Summary of Specific Annual Objectives Specific Obj. # Outcome/Objective Specific Annual Objectives Sources of Funds Performance Indicators Year Expected Number Actual Number Percent Completed DH -1 Availability/Accessibility of Decent Housing Section 8 Housing Choice Voucher - Maintain existing level of Section 8 housing vouchers and rent -restricted units within the City at risk of conversion to market rate housing through refinancing. Section 8 Housing Units 2010 400 409 102% 2011 400 497 124% In -Lieu Fee 2012 400 495 124% 2013 400 0% 2014 400 0% MULTI-YEAR GOAL 2000 1401 70% DH -1 (1) Housing Rehabilitation Programs & Utility Connection Programs - Prevent deterioration of property and provide financial assistance for repair, rehabilitation, and utility underground hook-ups to low- and moderate -income households. CDBG Housing Units 2010 7 0% 2011 5 0% 2012 3 0% 2013 3 0% 2014 3 0% MULTI-YEAR GOAL 21 0 0% Fair Housing Program - Ensure universal access to fair housing choice within the City. CDBG People 2010 200 160 80% 2011 200 1611 81 2012 200 187 94% 2013 200 0% 2014 200 0% MULTI-YEAR GOAL 1000 508 51%J 2010-2014 Consolidated Plan Strategies and Specific Annual Objetives 04 City of Newport Beach CPMP version 2.0 HOUSING 5 -Year Strategy: Expand the supply of affordable rental and homeownership housing opportunities Summary of Specific Annual Objectives Specific Obj. Outcome/Objective # Specific Annual Objectives Sources of Funds Expected Performance Indicators Year Number Actual Number Percent Completed DH -2 Affordability of Decent Housing Acquisition of Affordability Covenants on 2010 0 0% Rental Properties - Expand the supply of In -Lieu Fee 2011 0 0% housing units affordable to low- and moderate -income within the City. Housing Units 2012 0 0% 2013 22 0% 2014 12 0% DH MULTI-YEAR GOAL 34 0 0% -2 (1) Construction of Multi -Family Affordable 2010 01 0% Housing Units - Increase supply of housing Density Bonus 2011 0 0% units affordable to low- and moderate- income households through new construction. Housing Units Tax Credits 2012 0 0% 2013 0 0% 2014 68 0% State HOME MULTI-YEAR GOAL 68 0 0% 2010-2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B" 05 City of Newport Beach CPMP Version 2.0 SENIOR SERVICES 5 -Year Strategy: Provide quality supportive services so elderly residents can live as independently as possible Summary of Specific Annual Objectives Specific Obj. # Outcome/Objective -7Sources Specific Annual Objectives of Funds Performance Indicators Year Expected Number Actual Number Percent Completed SL -1 Availability/Accessibility Availability/Accessibilityof Suitable Living Environment Improve supportive services for elderly 2010 100 144 144% residents through: CDBG 2011 100 145 145% SL -1 (1) - General Senior Programs - Information and Referral Services - Food and Essential Services People 2012 100 112 112% 2013 100 0% 2014 100 0% - Senior Transportation Services MULTI-YEAR GOAL 500 401 2010-2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B" 00 City of Newport Beach SPECIAL NEEDS/NON-HOMELESS 5 -Year Strategy: Help persons with special needs live as independently as possible Summary of Specific Annual Objectives CPMP Version 2.0 Specific Obj. # Outcome/Objective Specific Annual Objectives Sources of Funds Performance Indicators Year Expected Number Actual Number Percent Completed SLA Availability/Accessibility Availability/Accessibilityof Suitable Living Environment Increase services to low- and moderate -income persons with special needs through: - Battered and Abused Spousal Programs - Food and Essential Services - Referral and Case Management Services - Employment Training and Placement of Persons with Disabilities CDBG People 2010 7 13 186% 2011 7 14 200% 2012 7 4 57% 2013 7 0% 2014 7 0% MULTI-YEAR GOAL 35 31 88.6% SLA(2) Upgrade Public Facilities with ADA Improvements - Increase accessibility of persons with disabilities to public facilities. CDBG Public Facilities 2010 0% 2011 0% 2012 1 1 0% 2013 0% 2014 1 0% MULTI-YEARGOAL 2 1 50.0% Substance Abuse Rehabilitation Services - Increase supportive services for persons suffering from substance abuse. CDBG People 2010 8 8 100% 2011 8 7 88% 2012 8 7 88% 2013 8 0% 2014 8 0% MULTI-YEARGOAL 40 22 55.0% 2010-2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B" 07 City of Newport Beach HOMELESS AND HIV/AIDS CPMP Version 2.0 5 -Year Strategy: Support a continuum of services in support of the City's and County's effort to end homeless and assist in improving the quality of life for persons with HIV/AIDS Summary of Specific Annual Objectives Specific Obj. Outcome/Objective Sources of Funds Performance Indicators Year Expected Actual Percent # Number Number Completed Specific Annual Objectives SLA Availability/Accessibility Availability/Accessibilityof Suitable Living Environment Preserve the supply of emergency and transitional housing, increase supportive services for persons 2010 100 144 144% living with HIV/AIDS, and improve services for CDBG homeless persons and prevent those at -risk of 2011 100 147 147% homelessness through: - Homeless Prevention Programs People 2012 100 150 150% SLA (3) - Transitional Housing Emergency Shelter to Victims of Domestic Violence 2013 100 0% - Transitional Housing and Support Services for Victims of Domestic Violence 2014 100 0% Case Management and Other Services MULTI-YEAR GOAL 500 441 88.2% 2010-2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B" 02 City of Newport Beach PUBLIC SERVICES 5 -Year Strategy: Contribute to the well-being of individuals, families, and neighborhoods Summary of Specific Annual Objectives CPMP Version 2.0 Specific Obj. Outcome/Objective # Specific Annual Objectives Sources of Funds Performance Indicators Year Expected Number Actual Percent Number Completed SL -1 Availability/Accessibility Availability/Accessibilityof Suitable Living Environment Provide and improve public services to low- 2010 100 369 369% and moderate -income persons through: - General Public Services CDBG 2011 100 404 404% 2012 100 25 25% SL -1 (4) Employment and Other Training Programs _ Food and Essential Services People 2013 100 0% - Family Services - Health Services 2014 100 0% MULTI-YEAR GOAL 5001 798 159.6% Youth Services 2010-2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix "B" 4 9 City of Newport Beach CPMP Version 2.0 PUBLIC FACILITIES 5 -Year Strategy: Provide access to local public facilities that contribute to community and neighborhood development Summary of Specific Annual Objectives Specific Outcome/Objective Expected Actual Percent Obj. # Specific Annual Objectives Sources of Funds Performance Indicators Year Number Number Completed SL -3 Sustainability of Suitable Living Environment Repayment Section 108 Loan / Balboa Village 2010 1 1 100% Improvements - Preserve community CDBG 2011 1 1 100% infrastructure in order to eliminate blight, 2012 1 1 100% blighting influences, and prevent deterioration Public Facility 2013 1 ° 0% SL -3 1 of property. The improvements will stimulate future economic investments and create a 2014 1 0% suitable living environment. MULTI-YEAR GOAL 5 3 60.0% 2010-2014 Consolidated Plan Strategies and Specific Annual Objectives Appendix'B" 7o APPENDIX `B" CPMP PROJECT SUMMARIES 71 BMP Version 2 Grantee Name: City of Newport Beach Pro act Name. CDBG A'mun stratlon Desai tion iDAProleata. 2012-01 1 JOG Code ICA62454 NEWPORT BEACH This project provided for the overall administration of the CDBG Program, to include: preparation and submission of the Annual Action Plan and the CAPER, IDIS data input, provision of technical assistance, monitoring of all projects, and overall fiscal management. Location Prioritv Need Category City of Newport Beach 100 Civic Center Drive Select one: c-nullemininaeon Newport Beach, CA 92660 Explanation. Exacted Completion Date The goal ofthe City's CDBG program lsto provide decent housing, housing choice, suitable living environment and economic opportunity for all residents, businesses and visitors. Staff responsible for CDBG administration 6430/2013 g ve egory OceZnt Fbu9ng work towards there endeavors. OO SJtade UNng Endmment O Economic opmrnnity specific Op actives 1 Unpro-the services mriow/moa incomePer—, Outcome Categor z CI oAvauat,lity/«A=dt,nty ❑Arrrmt,uty O ❑Sstainabiury 3 mmpl. Tvpe. O Proposed Allori. Troe. O Proposed Underway Underway m d Pro ram Year 1 Complete Pro ram Year 4 Complete miner Tvpe. Proposed N/A Amori.Tvee. Proposed p _ Underway Underway m n Program Year 2 coin late Pro ram Year 5 coin late 0 a o Amori TIPP. � Proposed N/A AmorirT e. � Proposed QUnderway Underway Pro ram Year 3 Complete Con Plan Period complete Proposed Outcome Performance Measure I Actual Outcome Ames to decent housing and National Objective'. N/A Individual CDBG Project suitable living environment Isee Geneal Pmgam Administreeon 570206 MCTxCod- � nxCod- �Metro Cod- � nxCod- � eTxCod- � UProposedAmt. 60285 ena meme. ProposedAmt. Actual Amount 60 285 Actual Amount ru nd sbu me'. O Proposed Arm and suume. O pro osedAmt. Actual Amount Actual Amount NA-ornpl TIPP Proposed Units N/A -ornpl TIPP Proposed Units O) Actual Units N/A Actual Units O 0- n=mmpr Troe Proposed Units=mmpr Troe Proposed Units Actual Units Actual Units N c Proposed Arm 52755 end see me.❑ Proposed Arm Actual Amount 52164 Actual Amount rand suume. O Proposed Arm Proposed Arm Actual Amount Actual Amount NA-ornpl TIPP R Proposed Units N/A -ornpl TIPP U Proposed Units O) Actual Units N/A Actual Units O 0- n=mmpr Troe Proposed Units=mmpr Troe Proposed Units Actual Uni6 Actual Units e❑ Proposed Arm 58133 ena meme. Proposed Arm Actual Amount 58133 Actual Amount rand suume. Proposed Arm Proposed Arm Actual Amount Actual Amount A-ornpl TIPP R Proposed Units N/A cmmplTIPP U Proposed units M Actual Units N/A Actual Units O a ncmmpr Troe O Proposed Units=mmpr Troe O Proposed Units Actual Units Actual Units c Mi Proposed Arm —dSo, ne. U Proposed Arm Actual Amount Actual Amount rand suume. O Proposed Arm Proposed Arm Actual Amount Actual Amount NA-ornpl TIPP Proposed Un to cmmplTIPP pro osed Units O) Actual Units Actual Units O ncmmpr Troe U Proposed Units =mmpr Troe Proposed Units Actual Units Actual Units c Proposed Arm —dSo, ne. V Proposed Arm Actual Amount Actual Amount m other Proposed Arm Proposed Arm Actual Amount Actual Amount ncmm a pro osed Uni6 cmmpl. i e pro osed UnitsO) Ach/al Uni6 Actual Units O ncmmprTroe Pro osed Units =mmprTroe V Proposed Units Actual Units Actual Units 72 Grantee Name'. City of Newport Beach Proectmame Feir Housin Services Deecri cion IDISPro ecta. 2012-02 FJOG Code. CA62454 NEWPORT BEACH The project provided fair housing education, counseling, and enforcement services to current or potential Newport Beach residents, coupled with landlord/tenant counseling services. These services Impact and benefit target CDBG areas and the extremely -low to moderate Income population. Loaeon riontv meed cate o Fair Housing Foundabon 3605 Long Beach Blvd. �Ranirg/ntlninim-atlm Select One'. Long Beach, CA 90807 Explanation. Ex acted Completion Date. Low -Income and special needs persons often have limited resources to address any landlord/tenant concerns, or other Issues that affect 5/30/2013 their housing. Providing access to fair housing services Improves le=ave a gory ®Dept Housing housing choice, ensures decent housing and a more suitable living 09itable Living Envirourent environment. 0Economic propound, secific ob ectN Outcoma Categories 1 Irmfo.,eroarcamble rgnalf;re n opvallebllM/p�mIIM 2 .Q °off renae1ry 3 LVJI on People U Pro osed Dl People Pro osed Unden.a Unden.a w w Pro ram Year 1 Program Year 4 cote late cote lace E Dl FapleE Proposed 200 D1 Frple Pro osed Underwa Undenma — late 161 cote late E E o E°m Pro racote Pro ramYear5 Faple Pro oged zoo m Fewle Q Pro osed a Under a Under a 187 cote late Pro racomplete Con Plan Period Proposed Outcome Performance Measure Actual Outcome Acceseibill y( or Ne purpose of Canon, ObjecOve. N/A DH -1 Availability/Accessibility providing decent affordable housing 21DF3irwbira�tesou extoaec nav dot ax[v] n xc«x n .x� rix n .x� p .x,xdgd p Rural Across p Proposed Arm Rural Across IJ Pro c¢edAmt Actua l Amount AofualAmount Rural Across Proposed Arm Rural Across p Pro osed Amt > AofualAmount AofualAmount I T O Pro �ed Uni.tsI T O Proped units miiiiiiiii m O Aofual units Actual units Acwrtpr Types p Pro osed units AcvlPr Types p Proposed units 0- Aofual units Actual Units c— p Proposed Arm 12000 Rural (�y Fdrzn LTJ Pro osedArm on Actua l Amount 12000 Actua l Amount WRoger U Prol,ogedArm $581,359 Rural Across V Proposed Arm > Actua l Amount 581359 Actua l Amount 01 People Proposed Units 200 A IPI. Tyfa Proposed Units A m O Actual units 161 Actual units A¢xIPl. Type Q Proposed Units A¢xIPl. Type Q Proposed Units jr Actual Units(�y Actual Units Q Proposed Amt 12000RuralAcrossV RuralC— Sr Pro osed Amt Actua l Amount 12000 Actua l Amount so WRoger O Proposed Amt FVd Svrzn O Pro osed Amt > Actua l Am ount Actua l Am ount m 01 People proposed Units200 AC'SYjpl. Type lJ Pro osed Units m O Actual units le] Actual units A¢xIPl. Type Q Proposed Units A¢aIpl. Type QPro osed Units d Actual Units Actual Units CSC O Proposed Amt FVd Svrzn a Proposed Amt Actua I Amount Actual Amount Otlxr O Proposed Amt FVd Svrzn O Proposed Amt > Actua l Amount Actual Amount 01 People Opro osed Units A¢xlPl. Type O Proposed Units A O Actual Un its Actual Units Proposed Units Proposed Units d A¢xIPl. Type O A¢xIPl. Type Actual Units Actual Units CSC O Proposed Amt FVd Svrzn O Proposed Amt po Actua I Amount Actual Amount Roger a FVd Svrzn O Proposed Amt Proposed Amt > Actua l Amount Actual Amount 01 People O Proposed Units A¢alpl. Type Q Pro osed Units A O Actual Units Actual Un its A I. Type O pro osed units A I. Type O Pro osed Units I Actual Units I Actual Units 7S 74 BMP Version 2 Grantee Name: City of Newport Beach Pro act Name. Human O tions: Communit Resource Center Desai cion loisproA" 2012-03 uoocode. CA62454 NEWPORT BEACH This project provided a wide variety of counseling and educational programs to help victims and theirfamily members deal with the effects of domestic violence. CDBG funds were used to pay for a portion of the salaries of staff who provide counseling and case management service. Location. Priority Need Category Community Resource Centel 5540 Trabucco Road Select one: Puhneservims O Irvine, CA 92620 Explanation Expected com letion Date. Victims of domestic violence who Flee their abuser often need confidential support services and housing. Many victims flee an abusive situation without the resources (food, clothing, etc.) necessary to support themselves. This 6/30/2013 bject ve Category O cecentNoising can often lead to homelessness. O Suitable INm In, cane- National Objective Citation'. LMC 570208(a)(2)(I)(A) OEconomic olp of lty Specific Otieatives 1 reve the services for low/mod income Persons OutcomeCategor o A�ubintyiA«essleulty ❑ Affordability ❑sxmlreduty z ❑ 3 Of People O Proposed 7 01 Poodle O Propos d m Pr ram Year 1 Pro ram Year 4 Un Cored Underway Complete com late 13 of ee Poodle Proposed7 IS _ m n Pr o E ram year 2 Underway Pro ram Year 5 Underway ccm late Complete 14 a` o01 People LvJ Proposed 7 com PL Type. � Proposed Underway Underway complete 4 Program Year 3 Con Plan Period com late Proposed Outcome Performance Measure I Actual Outcome Accessibility for the purpose of People SL-1 Ava,lablllty/Amesslbluty eating suitable living environment GBattered a no Ad ole d leo oses s]a 201A) mcm,Cedes G Battered and Ad ole d leo oses s]a 201A) U mcm,Cedes m,Codes MamxCodes Bs Pro oxsedAmt 4600r and sou re❑e. ProposedAmt. Ac[ualAmount 2719 Actual Amount mother undSo, To, . Pro aced Amt 408698 Proposed Arm Ac[ualAmount 408698 P m cmpl Type Actual Amount o People U Proposed Units 7 pro osed Unl6 m Actual Units 13 Actual Units O cam e E) cmmpr TIpe Proposed Units Proposed Units Actual Units Actual Units BC U Proposed Amt 3867r ondSo, To, 1 ProposedAmt. Actual Amount 3769 Actual Amount mother una suuree. Proposed Amt 426931 Proposed Arm Actual Amount 426931 P TIP, U Actual Amount o People Proposed Unitsllori 7 Proposed Units Ce Actual Units 14 Actual Units O =em e cmmpr TIPI Proposed Units Proposed units Actual Units Actual Units BC U Proposed Amt 4000'Ind So, To R Proposed Arm Actual Amount 3313 Actual Amount motherPro and suuree. osedAmt ProposedAmt. Actual Amount Actual Amount P m cmpl Type U o People U Proposed Units 7 Proposed Units Ce Actual Units 4 Actual Units O cam e E) cmmpr TIPI Proposed Units Proposed Units Actual Units Actual Units BC U Proposed AmtF undSo, To, ProposedAmt. Actual Amount Actual Amount mother undSo, To, Pro osedAmt Proposed Arm Actual Amount llori Type U Actual Amount o People Proposed UnitsP Proposed Units Ce Actual Units Actual Units O eem e cmmPl. T e Proposed Units Pro osed unix Actual Units Actual Units BC Propos d AmtF undSo, To, U ProposedAmt. Actual Amount Actual Amount mother I undSourm. fW—j Proposed Amt Proposed Arm Actual Amount P llori Type U Act/al Amount o People Proposed Units Proposed Units Ce Actual Units Actual Units O eem e =mmpr T e Press ed unix Proposed unix Actual Units lActual Units 74 715 CPMP Version 2i0 Grantee Name: City of Newport Beach pro act Name FamIDes Forward Transitional Housln Pro ram Desai cion IDls Proecta. 2012-04 Uoocode. (12454 NEWPORT BEACH The Transitional Housing program assisted homeless families to regain stability and self sufficiency. The target population Is homeless families with children. The program provided care management and supportive service- eryIcesto tohouseholds residing In Famll les Forward transitional housing units. CDBG funds were used to pay for a portion of the salary of a care manager. Location. Prioric Need Cace o Families Forward 9221 Irvine Blvd. Select one: Public Servi=es Irvine, CA 92618 Explanation Expected com letion Date. Provide needed services for low/mod Income persons by preserving the supply of emergency and transitional units and those at risk of homeieness. National Objective Citation'. LMC 570.208(a)(2)(I)(A) 6/30/2013 Aecove 75fewry O Decant toners O Suitable Timing En ironment OEcmomlcoppaWrlty s eci fic Ob I actives Outcome Categories 1 '—r—, mnumber mber of homeless Persons moving Into perm-ent noosing oAvalabllltyiA«esslblllty ❑Arcomabmty ❑Sxminablity Improve the servimsfor lo dmodinmmePer—, z 0 3 01 People O Proposed 100 01 People O Proposed de m Pr ram Year 4 Pro 2m year 1 UnderwayUnderway com late Complete 144 m s N v — °� n o E People Pro deal 2 pro osed 100 People Pr ram Year 5 Proposed Underway Underway com late Complete 147 d 8 P=oPle Proposed 150 =mmplLIPe. Proposed O Q Underway Underway Complete 150 Pro ram Year 3 Con Plan Period com late Proposed Outcome Performance Measure Actual Outcome for the purpose of people SL -1 Availability/Accessibility FeAccessibility amg suitable living environment 05 P,chdServi=es(Gondar 5 gl(e) nxCode, Metrix Codd, rix Code, Metrix Codd, Mtrx, Code, eG U 00 Proposed AmtE100 rung Soxme. 0 pro osedAmt Actual Amount Actua l Amount00 0 E other O rand So—d 0 Proposed Amt 07 Actua l Amount 07 pro osedAmt Actual Amount of PeePle Proposed Unite =o�^PI. Type Upro s ed Units M Actual Unite44 Actual Units O a n mmol lroe O Proposed Units =ompl. lroe O pro osed Units Actual Unite Actual Units N c eG U Proposed Amt 8406 runaSource. E) Proposed Amt Actua l Amount 8406 Actual Amount 0 other O Proposed Amt 1 043610 rand So—d O pro osedAmt Actua l Amount 1043610 Actual Amount o PeePle Proposed Unite 100 APIOMPI. TyPe U proclsed units M Actual Unite 147 Actual Units a mmpl.iype © Proposed Unite mmplTypepro clsed Unl[s Actual Unite Actual Units As c eG Proposed Amt 9000 runaSource. Proposed Amt Actua l Amount 9000 Actual Amount rand sourm Proposed Amt randSource. Proposed Amt Actua l Amount Actual Amount o Peo Pie Proposed Unite 150 APIOMPL TyPe Proposed Units M Actual Unite 150 Actual Units O a n min PL Type a Proposed Units=oMPI. Type O Proposed Units Actual Unite Actual Units c eG Proposed Amt randSource. U Proposed Amt Actua I Amount Actual Amount otM1er O Proposed Amt rand Source. O Proposed Amt Actua I Amount Actual Amount o People Proposed Units APIOMPI.TyPe U Proposed Units M Actual Units Actual Units O a n min PlTroe O ProposeUnits =ompl Troe O pro osed Units Actual Units Ac[ual Units c eG Press Ad Amt randSource. U Proposed Amt Actua I Amount Actual Amount 0 eof other O Proposed Amt rjnd Source O Proposed Amt Actua I Amount Actual Amount PeoPle Proposed Units APIOMPLTyPe E) Proposed Units M Actual Units Actual Units O a n mmol Te O Proposed Units =o ^PI.Troe O pro osed Uni6 Actual UnUnitsActual U6 ni 715 70 Grantee Name: City of Newport Beach Pro act Name. AMPeeWell Senior Services: Home Delivered Meals Desai cion lois Proleata. 2012-05 1 LOG Code ICA62454 NEWPORT BEACH Age Well Senior Services provided home -delivered meals to homebound senior citizens (62 years or older) who am dabble to prepare meals for themselves due to age, illness, or disability. CDBG funds were used to pay for a portion of the salary of home-deliverd meal staff. Location. Priority Need Category Age Well Senior Services, Inc. 24300 EI Toro Road, Suite 2000 Select one: Pulmo services Laguna Woods, CA 92637 Explanation Expected com letion Date. Homebound seniors often have difficulty preparing nutritiously appropriate meals for themseiveS Home delivered nutritious meals enables homebound seniors to remain In their homes, avoid being Institutionalized, and creates 6/30/2013 bject ve category O recent Mosing more suitable living environment. @Sditable uNm EnNroment National Objective Citation'. LMC 570208(a)(2)O(A) O Economic Opportunity Specific oti actives rove the services for low/mod income persons 1 OutcomeCategor o A�ubin« tyiAe= Ieulty El Affordability 2 ❑ 3 _ .� ❑sxmlreduty Of Peeple O Proposed 100 01 People O Proposed m Pr ram Year 1 Pro ram Year 4 Undervva Underway com late Complete 142 do01 People Proposed 00 People Proposed Pro raV UnderwayUnderway Program Year 5 late 4 o People Uv Proposed rompl. Proposed UnderwayUnderwayst 1 12 co;; Program Year 3 Con Plan Period complete Proposed Outcome Performance Measure Actual Outcome Accessibility for the purpose of People SL -1 Avallablloy/Axesslblllty eating suitable living environment F S—orservmes 90 201A) MCTx Code, tr, (Add, Mcm, Codes tr, (Add, Mcm, Codes ss❑ Proposed Amt 20000r ❑ and sou roe. Proposed Amt Actual Amount 20000 Actual Amount mother und So, na Proposed Amt 1552940 Proposed Amt Actual Amount pl552940 P ccompl. Type Act/al Amount o Poodle U Proposed Units 100 Proposed Units m Actual Units 142 Actual Unite 0 O deco e A,,ompl. T e Proposed Units Proposed unix Actual Units Actual Unite es❑ Proposed Amt 18492r ❑ and sou roe. Proposed Amt Actual Amount 18492 Actual Amount m other dna muroe. Proposed Amt1 559 44 pro osedAmt . Actual Amount $1,559,440 P crompl. Tree Actual Amount o Peoele Proposed Units 100 Proposed Units Ce Actual Units 145 Actual Unite O =em e A,,ompl T e Proposed Units Proposed unite Actual Unite Actual Unite sC U ProposedAmtr 15600 undsouroe. R) Proposed Amt Actual Amount 15600 Actual Amount mother and suuroe. Proposed Amt Proposed Amt Actual Amount Actual Amount p emmpl Type o Poodle U Pro 0s2 Units 148 Proposed Units Ce Actual Units 112 Actual Units 0 cc com e crompl.T e Pro osed unirs Pro 0s2 Units Actual Units Ach/al Unite aC ProposedAmtr U undSo, na Proposed Amt Actual Amount Actual Amount mother und So, na Pro osedAmt Press ed Amt Actual Amount cmmplType U Actual Amount o People Proposed Unitsp Proposed Unite Ce Actual Unite Actual Unite O =em e A,,ompl T e M Proposed Units Proposed unite Actual Unite Actual Unite aC ProposedAmtr undSo, na R Proposed Amt Actual Amount Actual Amount mother I undSbur,d W11 Proposed Amt Proposed Amt Actual Amount p cmmpl. type lActual Amount o People U Proposed Units pro osed Unl6 m Actual Unite Ach/al Unite O 0 deco e =romps T e Pro seunirs Pro osed unix Actual Unite Actual Unite 70 Grantee Name: City of Newport Beach e Pro act Name. Servi nOcc Peo Ie In Need SPIN Substance Abuse Tree[men[Pro rem SARP Desai cion lois Proecta. 20"12-06 uoo code. CA62454 NEW PORT BEACH SARP provided access to substance abuse recovery to those least able to afford it - the homeless and low income. These individuals cannot otherwise afford treatment. Case management includes: counseling, supplemental employment services, medical assistance, and legal assistance. CDBG funds were used to pay for personnel costs to implement this program. Location. Priority Need Category Serving People In Need (SPIN) Pebne seromas 151 Kalmus, H-2 S Select one: Costa Mesa, CA 92626 Explanation Exacted Completion Date. Homeless and low-Income people often do not have sufficient Income to participate In substance abuse treatment programs to help In their recovery. SARP Increases the amass to such programs for homeless and low-Income 6/30/2013 bject ve Catescry ODecentHousing persons suffering dom substance abuse. O 9lltable utirg EnNroment National Objective Citation'. LMC 570208(a)(2)(I)(A)&(B) O Economic orporwnlry prove 1 ------ Specific Obecti yes the sdrid, for low/mod income persons OutcomeCategor on�ubinty/n«eseleulty end croniehemelessness � ❑nrcadabwty ❑sxmlreduty 2 3 Of People O Pr 01People O Poosed Proposed CE Underway com late 8 Com lae ts Pro 2m Year 1 Program Year 4 doPeople� Proposed 8 People Po ed UnderwayUnderway Pro ram Year 2 Pro raYear 5 Complete om lae oPeople �Proposed "ompPe. Proposed Under Under O m Com lete Program Year 3 Proposed Outcome Performance Measure I Actual Outcome Accessibility for I s purpose of People SL-1 Avallablllty/A ceslblllty eating suitable living enol ronment r sobst,nce Ad, se servid, so 101A) tr,Code, LTJ r sobst,nce Ad—servires 570201e) U- tr,Code, tnx Code, tr, Code, es❑ Proposed Aunt 10000 Fund soeroe.❑ pro osedAmt. Actual Amount 10000 Act/al Amount moMer Fund spume. Pro osedAmt 447723 [Posed Actual Amount 44723 Actual Amount o People U Proposed Units 8 A,,ompl. Lype pro osed Units Actual Units 8 Act/al Unite m 0 O eem e =emprT e. Proposed Units Pro osed unix Actual Units Ach/al Unl6 N CDBG LvJ Proposed Aunt 9246 Fund sour,,. © Proposed Arm Actual Amount 9246 Actual Amount mOmer Fundsoeroe. Proposed Aunt 425492 Proposed Arm Actual Amount 425,492 Act/al Amount o People U Proposed Units 8 eompl. Type'. Proposed Units nits 7 Actual Unite O) O 0 eem e =empr, e. unirs Proposed unix nite Actual Units es Amt 10000 Fund soeroe. ❑v Proposed Amt. ount 10000 Ad/al Amount mother Fena seeroe. Amt 426300 Pro osedAmtmount 426300 Act/al Amount o People Proposed Units 7 Allompl Type. LWJ Proposed Unite Actual Units 7 Actual Unite O) O =em e A,,ompl T e LvJ Proposed Units Proposed Units Actual Unite Actual Unite aC LvJ Proposed AuntFnd ro osedAmtFnd spume. � ProposedArm Actual Amount Actual Amount mother � Fund source. ProposedAmt ProposedAmt. Actual Amount Actual Amount o People � Proposed Units compLType Proposed Unite Actual Unite Actual Unite O) O oem e I =emprT e Pr020s2 d UniIs Proposed Units Actual Unite Actual Unite Up aC LvJ Proposed Aunt Fund sour,,. LvJ Proposed Arm Actual Amount Actual Amount mother Fund sour,,. Pro osedAmt Proposed Arm Actual Amount Actual Amount o People Pro oseUnps compLType proposed Unite Actual Unl6d Actual Unite O) O =em e =emprT e Pro osed Units Pro osed uni6 Actual Units Ach/al Unite 77 72 Grantee Name: City of Newport Beach Pro act Name Share Our Selves SS,.SOS Free Medical and Dental Clinics Descrl nom. IDIS Pro act a. 20"12-0] noo code CA62454 NEWPORT BEACH Share Our Selves will provide primary/urgent care on a dally walk-in basis, chronic care, and specialty care by appointrnent tounisured Orange County reddens and patients In the County MSI Program. In addition, SPS provides bridge medical care to patterns who qualify for medical Insurance programs and are waittng to be placed In an appropriate medical home or who will not qualify but who reside far four SPS and therefore need to establish a medical home closer to home. Full stype primary care/urgent care clinics Is a commitment to true open aures for those lacking a more tradittonal medical home. Location Priority Need teqory o Share Our Selves 1550 Superior Avenue Select one: Costa Mesa, CA 92627 Explanation Expected Completion Date. Provide free medical and detal care to Natlonal Objective Citation'. LMC 570208(a)(2)(I)(B) unlsured low/mod Income persons. 6/30/2013 r egcry O resing Suitable vng En mrmment 0 Economic Oppr9NIN 1'mP en. 2 Specific Obw( ..,a... or o. lImm Outcome Categories,... O Avaladuty/Aco,slbility ❑Aff dability 3 El Sustainability or People O Proposed 100 --pl. Type. O Proposed Undervva Undenma com late m m Pm mm Year Pm mm Year com late 369 � E orP..c. I _ m �" Program Of E � Year 2 Proposed 100 --prType. Proem V M Year 5 Pro used Uncorked Undenma com late Com late 404 a` o «omPr Type. Proposed 272 e==�mPi. TypePro used QUndervea Undenma Complete 0 Program Year Con Plan Period com late Proposed Outcome Performance MeasureI Actual Outcome Accessibility for the purpose of People SL -1 Availability/Accessibility eabng suitable living environment 05 P.nu. S.,a.es(a...,.p 570 201(.) mam,xCmes • mi.Cees M t,,xCees • m,. C. es M t,,x C. es ee a Pro asedAmL 9000 aS..... . �} Proposed Amt �e Acetal Amount 9000 Acetal Amount so Oth., aS... ... Proposed Amt 3701276 Pro ased Amt. Acetal Amount 3701276 Actual Amount o P.. . U Proposed Units 100 ^ T e U Proposed Units Cd Actual Units 369 Actual Units 0 ".mpl.Typ. LTJ " Proposed Units .mPi.Typ. �} Pro aced Units Actual Units Actual Units a Cee ❑, Proposed Amt 8555 aS... ... pro ased Amt. Actual Amount 8555 Actual Amount mOth., U Proposed Amt 4150419 S..,... Pro osedAmt. N0 Actual Amount I Actual Amount P-1. a Proposed Units 100 .m Pi. TyP. �e Pro used Units m O a .mprTyp. .mprTyp. Actual Units 404 Actual Units Proposed Units Pro used Units Actual Units Actual Units c ee Proposed Amt 9000 S..,... Pro osedAmt. Actual Amount 0 Actual Amount mOth., a Proposed Amt aS..... Pro osedAmt. �e Actual Amount Actual Amount o P..Pi. U Proposed Units 272 A—— Tete Proposed Units Cd Actual Units O Actual Units O -.m--pl Typ. Proposed .m T . Pro aced Units o cal Units Atu Actual Units C ee V Proposed Amt aS... — �e Proposed Amt Actual Amount Actual Amount 0 Oth., aS... — Proposed Amt Proposed Amt Actual Amount Actual Am ount o P.. . U Proposed Units ^ T e U Proposed Units Cd Actual Units Actual Units 0 ".mpi.Typ. LFJ " Proposed Units .mpl.Typ. Proposed Units Actual Units Actual Units C ee U Proposed Amt aS..... . Proposed Amt Actual Amount Actual Amount mo ., Proposed Amt S..,... Proposed Amt N0 Actual Amount Actual Amount P..PI. U Proposed Units .m Pi. TyP. Proposed Units m a .mprTete .mprTete Actual Units Actual Units Proosed Units Proposed Units Actual Units Actual Units 72 Grantee Name: City of Newport Beach Proecc Name. Walk In Service for Youth Pro ram Descrl nom. ID IS Pro ect a. 20"12-08 JOG Code CA62454 NEWPORT BEACH The YES walk In Service for Youth Program provided effeAve employment related services to youth ages 16-22 from low- and moderate-income households. Program services provided by professional sBff who hold bachelor's degrees and have at east five (5) years ofexpehence, as well as from trained volunteers. Services include'. A two hour employment skills loss where youth learn Important basic skills such as how to fill outjob applicators. Upon complebon ofthese program components each youth receives up to three (3) job referrals upon each visit to YES. The program estmates serving 100 unduplicated Newport Beach residents and Orange County residents combined overall. Location Priority Need Category Youth Employment Service of the Harbor Area, Inc. Select one: pub" Mas O 114 E 19th Street Costa Mesa, CA 9262] Explanation Expected Completion Date. Increase availability of employment and other training programs to low/mod Income persons. National Objective Citation'. LMC 570208(a)(2)(I)(B) 6/30/2013 Ie se Category O cerentHe. Us O Intake in EnNrcomend O Economic Opprl9NIN Specific Object Improve the services nor Iavhrvr] In¢rte raSTs 2 Outcome Categories oAvafianlityiAccablity ❑Affordability 3 ❑sstainabllity Aoxyri. Type. O Proposed Aax11PI. Type. O d Undervva eE _ Pm ramYearlPm mm Year4 = L AaxlPl. Tyre. � Pro osed AaxlPl. Tyre. VdpUndervva ProramYear5 gUnder�a eod 0 'Pro osed 100 AaxlPl. Tyre. � dUndervva 25 Con Plan Period e Proposed Outcome Performance Measure I Actual Outcome Accessibility for the purpose of People SL-1 Availability/Axcniblllty eamg suitable living environment C6 670201(e) MaVh0.']¢ Navxmyed Navxaye Navxmye Navxaye FndSL¢e a Propos dAmt FndSL¢e rvJJ Proposed Amt Actual Amount Actual Amount �p N Fund e FdSu¢ n FdSu¢e E) Propos Proposed Amt mP P mPLType U Actual Amount Actual Amount mPLType U Proposed Units Propose Units Cd Actual Units Actual Units Z_ P¢ l T a mP. ype Proposed Units p¢ a arpL Type Pro osetl umrs Actual Units Actual Units N FndSu¢e U Proposed Amt FndSu¢e U Proposed Amt Actual Amount Actual Amount mFndSu¢e U Proposed Amt FndSu¢e Pro osedAmt. aa Actual Amount LTpe oPro Actual Amount LTpe oProposed Units �edUnl� Cd O a` Ac l T mP. Type Ac arpL Type Actual Units Actual Units Pro osed Units Pro osetl umrs Actual Units Actual Units M CDE Pro osed Amt 5000 n FdSu¢e U Proposed Am Acetal a✓n count 5000 Actual Amount mOther a Proposed Amt FndSu¢e a Propose Amt i Ex p mpLTypa U Actual Amount Actual Amount m Pa1 Proposed Units100 Pro crsed Units Actual Units 25 Actual Units Cd O Z_ Pcvlpf Tyry U Propose Units Pcvlpf Type U Proposed Units Actual Units Actual Units V CDE a Proposed Amt FndSu¢e a Proposed Amt Amount Actual Amount aaActual N Ctha nu Fund Proposed Amt Pro osedAmt. N01 PcvlpLType E) Actual Amount Actual Amount 7 Of e E)e E) Proposed Units Proposed Units Cd Actual Units Actual Units 0 a Ac PI Tya Proposed Units .a Propose umrs Actual Units Actual Units N CDE' O Proposed Amt FndSu¢e U Proposed Amt Actual Amount Actual Amount mCtha Proposed Amt FndSu¢e U Proposed Amt N01 Actual Amount AcmpLType a Actual Amount Re'le Proposed Units Proposed Units Actual Units Actual Units Cd a P¢arpI Tence Ac arylType Proposed Units Proposed umrs Actual Units Actual Units Ei �9 20 Grantee Name: City of Newport Beach Proecc Name Section '108 Loan Re a merit oescrl nom. IDIS Pro act 4. 2311M2On UOG Code ICA62454 NEWPORT BEACH Funds were 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 snipe of work Includes the Balboa Village Pedestrian and Streetscape Plan, Street Improvements to Balboa Blvd., Pier Parking Lot, Pier Plaza, and Lot A connecting amass to Main Street. Location Priority Need Cate o LMA- Census Tract 62800.1 Select one: Explanation Expected Completion Date. Targeted areas within Balboa Village were detonating. To eliminate the blight, blighting Influences and prevent further detonation, the City used CDBG funds to make necessary Improvement to the target areas. The 6/30/2013 Ie re Category O Decent Housing Improvement will stimulate future economic Investment and provide OO Suitable umng EnNrmment more suitable living environment. O [«noetic Opportunity National Objective Citation'. LMC 570208(a)(1) Specific Objectives Outcome Categories l -m — q,.hcy g„a,me of vh� —,o.—of.,., vag 'ottv/moeaseg.a.fity of n.,,ghborbo.d f—hts for lo, incomz persons O ❑AvalladllN/AttC416111Nmg ❑Affordability 2. OSstanabllity 3 11 -vhF—Ilt— Q Proposed 1 11 -bhF—Ilt— Q Proposed _UnciUncid Com late 1 ProgramYear Pro arta Year coni late u11 -bhF—Ilt— U Proposed 1 11 -bhF—Ilt— Proposed Undervva o - Undervva m �" ProgramYear2 Of E Program Year 5 Complete coni late 1 a OQ 11 -bhF—Ilt— U Proposed 1 A--Pl Type. Proposed Undervva Q Undervva coni late 1 Program Year Con Plan Period Complete Proposed Outcome Performance Measure Actual Outcome Accessibility for Ne purpose of Public Facility SL -3 SLstanablllty eamg suitable living environments gla..ea Rea —t of sea1o1 toe Loaf P11— a O Mani. Coe— gla..ea Regavme t of sea1o1 toe Loaf P11— a OJMa1a. Coe— n,xCo — Mani.Co — ee Proposed Amt 199346 eso..— Proposed Amt Actual Amount 199346 ActualAm Dunt 0 —d eso.. — Proposed Amt pro ed Amt i Actual Amount ActualAm Dunt N11 g, i�radii—U Proposed Units A--Pl T eUVProposed Units m Actual Units 1 Actual Units a ;" omgl. rgge Proposed Units omgl. rgge Pro cued Units Actual Units Actual Units N c ee U Proposed Amt 201 654 aso1,—. Proposed Amt Actual Amount 201653 Actual Amount mr so..— U Proposed Amt so..— Proposed Amt i Actual Amount Actual Amount 11 Pb —E) .•--.• Proposed Units 1 omgl. rgge Proposed Units se Actual Units 1 Actual Units O AomgLT,ge omgLT,ge Proposed umrs Proposed umrs Actual Units Actual Units c ee MlProposed Amt 202486 so..— U Proposed Am M Actual Amount P2U2485 Actual Amount m—d �} Proposed Amt eso..— �} �e Proposed Amt i Actual Amount Actual Amount 1 g„busF—ho— V Pro cued Units 1 omgl.Tvge Proposed Units m Actual Units 1 Actual Units O A Type Uv Propose A--Pl Type Proposed units Actual Units Actuall Un Units c ee a Proposed Amt eso..— �} �e Proposed Amt Actual Amount Actual Amount se —d aso���e. Trow—sed cTsed Amt. pro cTsAdAmt. i Actual Am Dunt Actual Amount N11 g, i�radio—U, Proposed Units ^ T e � Propos d Units m Actual Units Actual Units 0- "" omgl.Tgge LTJ Proposed Units omgL Tgge Proposed Units Actual Units Actual Units c ee U Proposed Amt eso.. U Proposed Amt Actual Amount Actual Amount ProposedAmt. so.... Proposed Amt. Actual Amount Actual Amount 11 Pb —8 Proposed Units omgl.TggePro ovAd Units m Actual Units Actual Units O A omgL T,ge omgL T,ge E Pro cesed umrs Pro used Units Actual Units Actual Units 20 Grantee Name: City of Newport Beach Pro ecc Name. Sidewalk, Curb and Gutter lm r0 ements Deacrl nom. IDIS Proect a. 20"12-10 uoGCode. CA62454 NEWPORT BEACH This project provided Improvements In the following order'. (1) a citywide ADA Transition Pan Update-$45,000; (2) reconstruct curb access ramps of wide - $50,000, (3) reconstruct deteriorated sidewalks, curbs and gutters - accommodate mboreethe Road traffiBalboa $350,000; (4) widen existing sidewalk at Marine Avenupathways n beach he woo wiII b and (5) repair concrete ADA contra pathways on the beech In Balboa Peninsula-$100,000. The work will be Penin l performed performed by e private consultant and contractor. Location. Prlorlt Need Cate o City of Newport Beach 100 Civic Center Drive N aot (am Select one: Newport Beach, CA 92660 LMC Explanation Increase accessibility to public facilities citiwide for ADA Impacted persons. National Objective Citation'. LMC 570208(a)(2)(I )(A) Expected ComletionDate 6/30/2013 e ve a away O Pace To more O.'noeLyng Ermrmmerrt OEcemmic cppernnlN s acme Cal ecnve, Outcome Categories 1IrWP ei1y/r gB-tLycfp-HCurpO.BI fcrh/B`r pdi S oAvalabliryiA«essiblity ❑Affordabuty 2 ❑stimirebiity 3 ❑- Proposed O Proposed uncervvvy Undenma Complete Complete m m Pm mmYearl Program Year Pro osed U Proposed m 11fuf1Cidilites UI U '= UnderVvaUndenNa Pro mmYearl o E Pro mm Years com Iete Complete Pro osed 1 Proposed Oc O llfufjCidlTllkS Undenma QUndervva Complete 1 com Tete Pro mm Year3 Con Plan Period Proposed Outcome Performance Measure I Actual Outcome Accessibility Crthe purpose ofcreabng Public Facilides SL-1 Avallablllty/Acceniblllty suitable living environment komae� n MffaGa� Q MffaGa� p UV Pro oaedAmt O Propos d A Actual Amount Actual Amo N F ab,,, Pro osed Amt Proposed A Actual Amount Actual Amo E O ,fib Il U Proposed UnitsProposed U Actual Unita Actual Unit m O 0 Aril Il Proposed Units Proposed u Actual Unita Actual Unit N CEEG Proposed ALP U Proposed Actual Amount Actual Amo N m HIb3>lCE � ProposedalAmou ProposActual t Actual Amount Actual Amo N11NB,ba llv Proposed Units U Propos d U Actual Unita Actual Unit M a �N. Il❑ Pro Proposed UnitsU ❑ Proposed Actual Unita Actual Unit CEEG Proposed ALP 100174 U Proposed M Actual Amount 96206 1 Actual Amo m mmac,,E Proposed ALP U Proposed Actual Amount Actual Amo m T Rtficfiffil Proposed Units 1 U Pro osetl U Actual Unita 1 Actual Unit m O OL AG-V IlProposed Units Pro osed u Actual Unita Actual Unit mmac,,E Proposed ALP Pro sedA Actual Amount Actual Amo 0 Rmatu e Proposed ALP Pro sedA i Actual Amount Actual Amo m ,�� Tge: Pro osetl Units U Pro osetl u Actual Unita Actual Unit O) T s d Atari Il Proposed Units U Proposed u Actual Unita Actual Unit Rmatu Ce Proposed ALP LMJ Propos d A Actual Amount Actual Amo 0 HIb3lE F Proposed ALP Pro sedA i Actual Amount Actual Amo N,fib Il Proposed Units IV Pro osetl U Unita Actual Unit O)Actual O a` t�p.T ❑i Pro osed umrs Pro osed u Actual Unita Actual Unit 21 Grantee Name: City of Newport Beach copy Proect Name. UCINt Assessment District Grant Pro ram Desai cion 1Dis Prolecta. 2010-0e JUOG ICA62454 NEWPORT BEACH This project will help to provide financial assistance to the Impacted low- and moderate-income owner-occupants sated within proposed utility undergrounding Assessment Districts In the City of Newport Beach. In order to reduce the financial burden of an Assessment District, the City proposes a grant program to cover a portion ofthe cost of utility hook-ups to owner-occupants within the Dlstrict(s). Households that cannot afford to make the necessary hook- ups after utilities have been undergrounded will be left without electricity, thereby creating a health and safety concern for the City. City expects to assist) or more low-and moderate-income owner-occupants with undergroung Location Priority Need Category City of Newport Beach 3300 Newport Blvd. Select one: Orntrom- 7Fhag Newport Beach, CA 92658 Explanation. Provide financial assistance to low/moderate Income households for utility hook-ups which will improve the basic utility services of their homes. National Objective Citation'. LMC 570208(a)(3) Expected Completion Date 6/30/2012 decove egory O recent Housing OO Su PH e u mug Eck rmment O Economic Cadet nit, specific og actives Outcome Categories 1 nppgppQgllyrfq(pgfpg� IeAvailadury/Accssduty 2 0 ❑Arr rtablity ❑stainability 3 "IDFhagUffi D Pro seed 7 p Proposed Undersea Underway m N ProgramYear 1 Pro ram Year 4 Complete Complete m Pro seed 0 UvJ Proposed 10f{ygg Undersea Undersea I — at n Of E ProgramYear 2 Pro ram Year 5 Corral e Complete Pro seed Proposed as U QUnderway Undersea Com Tete com Iete Program Year 3 Con Plan Period Proposed Outcome Performance Measure Actual Outcome Accessibility for the purpose of Housing Units DH-1 Availability/Accessibility providing decent housing "144Rhar, -4 MFP.irplii.S�;iP n fiRlrix(trts ISI K4Mx0l LVJ fv MOl O CEMO Press ed Amt 65922 O Pro seed Actual Amount Ach�al Am HndSturP: U Proposed Amt E) Pro osed Actual Amount =Actual Am (� lDi(uarguri Proposed Units 7 Pro osed m Actual Units Achral Unit O d pool Tsp, U Proposed units V Propos d Actual Units Actual Unit N FfirdS tl O Proposed Amt 0 p Proposed Actual Amount Actual Am HrmSturP: LVJ Proposed Amt U Proposed Actual Amount Actual Am Fore T� Pro osed units 5 � Pro osed Actual Units M Actual Unit O Proposed Unite v Proposed Actual Unit Actual Units FfirdS tl M Proposed A I LTJ Proposed Actual Amount Actual Am at HrdStu a U Proposed Amt Proposed Actual Am Actual Amount E Grp Tsi B Proposed Unite V Propos d M Actual Units Actual Unit O a` Grp T .❑ Proposed unix 0 Preposed Actual Units Actual Unit HndSturP: M Proposed Amt U Pro sed Actual Amount Actual Am HrmStu a O Proposed Amt Q Proposed Actual Amount Actual Am E ,��] T Pro F22 Unite Proposed Actual Unl[s Actual Unit O) O a` - Grp Tsp. PrcAsed unix 0 Pro seed Ac[ual Unl[s Actual Unit Hrda,_ l Proposed Amt Proposed Actual Amount Actual Am HfT)$ftP: O Proposed Amt Q Pro seed Actual Amount Actual Am E Amp T Proposed Unite Pro seed Actual Units =Actual Unit O) O d f p T Q Proposed Units O=Proposed Actual Units =Actual Unit 22 Grantee Name'. city of Newport Beach prosect Name. Fair HOIAIg Council o. C.'. Fair Housin services Description I IO IS Prosect A 1201002 1 TOG code CA62454 NEWPORT BEACH The project will provide fair housing education, counseling, and enforcement services to current or potential Newport Beach residents, coupled with landlord/tenant counseling services. These pice Impact and benefit target CDBG areas and the extremely -low to moderate Income po popu ation. Lovation orlt Need Cate o win Housing Council of Orange County .myrnem mi,e,a.. Select 201 South Broadway Santa Ane, CA 92JO1 Explanation Low-income and special needs persons often have limited resources to address any landlord/tenant concerns, or other Issues that affect their housing. Providing access to fair housing services Improves hou Ing choice, sures decent housing and a more suitable living Exacted Completion Date e V30/2011 - Captured Wry ®o®nt Housing vlronment o Broad Living Envenment o Ecmomm Our,wnl speamcokjfectroas oucome Categories 1rm � Availablllrydo-slblllty 2 0 ❑Eustalnso N 3 J °`.g. UV Proposed 200 P-1- ❑gUnde—a Proposed Vnderwa Com Tete 160 e In Pro r m Year 1 Pro r m Year 4 °`°v ` � Pro osetl °`°v ` �tlVnderwa aO E Pro r mYear2 Pro r mYearS Com Tete eveople O Pro osetl ¢ompl. ivve. OdaQVntlerwa aPro Com Tete e r m Year3 Con Plan Period Proposed Outcome Performance Measure I Actual Outcome AcoessInuy nor the purpose on National Objective'. N/A DH -1 Availability/Accessibility providing decent affordable housing ee A.W.ata xoss Aemm -a 170.20E pR m r.aes L l m n.aes ❑ C. - O m r..C.d- O Coca❑� Pro osed Arm 111&5 F.udS.— Proposed Arm Actual Amount $11,185 Actual Amount Ih.r O F.ud S..-. O Pro osetl Arm Proposed Amt. Actual Amount 6115 Actual Amount E v `° O i Pro osetl units 200 °'" O Proposed Units Actual Units 166Actual unitsompl. O iyp O Proposed units ompl.iyp O Proposed Units Actual Units Actual Units coca O Proposed Arm F.uds..rs. O Proposed Amt. Actual Amount Actual Amount On`r O Pro osetl Arm F.udso.r. O Proposed Amt. j Actual Amount Actual Amount E v people U pro osetl Vnits ompl. iyp U pro osetl Vnits O Actual Ju Actual Vntts oro O pro osetl Units °'" O Pro osetl Vnits Actual Units Actual Vntts coca MI Proposed Arm F.udso.r. O Proposed Amt. Actual Amount Actual Amount up a `r O S..-. O Pro osetl Amt.F.ud Proposed Amt. Actual Amount ActualAmourR E n ` Pro osetl Vnits VIA -1 °'" Proposed Units O Actual Vntts Actual Units ompl. iyp O Proposed VnlA ompl. iyp O pro osetl Units Actual Units Actual Units coca O Proposed Arm F.udso.r. O Pro osetl Amt. Actual Amount Actual Amount a `r O Proposed Arm F.udso.r. O Proposed Amt. j ActualAmourR Actual Amount E n p`°` O Proposed Units Proposed Unitsm Units Actual Units O■Actual oro O -Proposed Units Proposed Units Actual Units Actual Units coca O Proposed Arm F.ud S..-. O Proposed Amt. Actual Amount Actual Amount a`r O -Proposed Arm Fhudso.rs. O Proposed Amt. > Actual Amount Actual Amount E n people O pro osetl Vnits ompl. iyp O pro osetl Units Actual Vntts Ac tual Units O ompl. iyp O Pro osetl Vnits o-pl. iyp O Pro osetl Units Actual Vntts Actual Units 2S APPENDIX "C' PROOF OF PUBLIC NOTICE g-4 PUBLIC NOTICE NOTICE OF PUBLIC HEARING AND PUBLIC REVIEW PERIOD CITY OF NEWPORT BEACH DRAFT CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT FISCAL YEAR 2012-2013 Notice is hereby given that the City of Newport Beach, California has prepared the draft Consolidated Annual Performance and Evaluation Report (CAPER) for the Fiscal Year, beginning July 1, 2012, and ending June 30, 2013, as required by the U.S. Department of Housing and Urban Development. A copy of the CAPER will be available for public review from September 9, 2013 to September 24, 2013. PUBLIC HEARING: In addition, the Newport Beach City Council will hold a public hearing to review comments received on the draft CAPER at the following date, time, and location: Date: September 24, 2013 Time: 7:00 PM Location: City Council Chambers, 100 Civic Center Drive, Newport Beach, CA 92660 DESCRIPTION: The draft CAPER provides a detailed account of how the City of Newport Beach utilized its Community Development Block Grant (CDBG) and other funds in Fiscal Year 2012-2013 to pursue the strategies, goals, and objectives proposed in the Citys 2012-2013 One Year Action Plan and how well the City addressed the housing and community development needs identified in the Citys 2010-2014 Consolidated Plan. PURPOSE: The purpose of the Public Hearing for the CAPER is to allow the public the opportunity to comment on the manner in which the City utilized federal and non-federal funds for the one-year period that ended on June 30, 2013. REVIEW OF THE CAPER DOCUMENT: Copies of the draft CAPER will be available for public review and comment from September 6, 2013, to September 24, 2013 at the following locations: City Clerk's Office: City of Newport Beach, 100 Civic Center Dr., Newport Beach, CA Community Development Dept.: City of Newport Beach, 100 Civic Center Dr., Newport Beach, CA Central Library: 1000 Avocado Avenue, Newport Beach, CA Questions and written comments regarding the draft CAPER may be addressed to Clint Whited, CDBG Consultant, at 100 Civic Center Drive, Newport Beach, CA 92660. You may also call (909) 476-6006 ext. 115 with any questions concerning the above documents. ACCESSIBILITY TO MEETINGS AND DOCUMENTS: It is the objective of the City to comply with, Section 504 of the Rehabilitation Act of 1973, as amended, the Americans with Disabilities Act (ADA) of 1990 and the ADA Amendment Act of 2008, the Fair Housing Act, and the Architectural Barriers Act in all respects. If you require public documents in an accessible format, the City will make reasonable efforts to accommodate your request. If you require a disability -related accommodation to attend or participate in a hearing or meeting, including auxiliary aids or services, please contact the City Clerk's Office at least 48 hours prior to the meeting at (949) 644-3005. Published: Daily Pilot, September 6, 2013 Leilani I. Brown, City Clerk City of Newport Beach 25 APPENDIX "D" MAP 20 pity of Newport Beach %'\\ oca q NK;�tt Bm iI b �n 2Te m, Bt 6t '1111 IF 2 v v \' PACIFIC OJFA, 2 APPENDIX "E" IDIS REPORTS 1. HUD GRANTS AND PROGRAM INCOME REPORT (PRO I) 2. CDBG ACTIVITY SUMMARY REPORT (PR03) 3. SUMMARY OF CONSOLIDATED PLAN PROJECTS (PR06) 4. SUMMARY OF ACCOMPLISHMENTS (PR23) 5. CDBG FINANCIAL SUMMARY (PR26) 22 IDIS U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE'. 8/29/2012 OFFICE OF COMMUNITY PLANN ING AND DEVELOPMENT PR01 - HUD Grants and Program Income TIME'. 2'. 50'.49 PM PAGE'. 1/1 1/1 Amount Program Fund Type Grantee Name Grant Number Authorized Suballocated Committed to Net Drawn Available to Available to Amount Amount Activities Amount Commit Draw CDBG EN NEWPORT BEACH B89MC060546 $423,000.00 $0.00 $423,000.00 $423,000.00 $0.00 $0.00 B90MC060546 $406,000.00 $0.00 $406,000.00 $406,000.00 $0.00 $0.00 B91 MC060546 $453,000.00 $0.00 $453,000.00 $453,000.00 $0.00 $0.00 B92MC060546 $469,000.00 $0.00 $469,000.00 $469,000.00 $0.00 $0.00 B93MC060546 $472,000.00 $0.00 $472,000.00 $472,000.00 $0.00 $0.00 B94MC060546 $513,000.00 $0.00 $513,000.00 $513,000.00 $0.00 $0.00 B95MC060546 $534,000.00 $0.00 $534,000.00 $534,000.00 $0.00 $0.00 B96MC060546 $520,000.00 $0.00 $520,000.00 $520,000.00 $0.00 $0.00 B97MC060546 $515,000.00 $0.00 $515,000.00 $515,000.00 $0.00 $0.00 B98MC060546 $492,000.00 $0.00 $492,000.00 $492,000.00 $0.00 $0.00 B99MC060546 $495,000.00 $0.00 $495,000.00 $495,000.00 $0.00 $0.00 BOOMC060546 $498,000.00 $0.00 $498,000.00 $498,000.00 $0.00 $0.00 B01MC060546 $518,000.00 $0.00 $518,000.00 $518,000.00 $0.00 $0.00 B02MC060546 $490,000.00 $0.00 $490,000.00 $490,000.00 $0.00 $0.00 B03MC060546 $426,000.00 $0.00 $426,000.00 $426,000.00 $0.00 $0.00 B04MC060546 $437,000.00 $0.00 $437,000.00 $437,000.00 $0.00 $0.00 B05MC060546 $412,233.00 $0.00 $412,233.00 $412,233.00 $0.00 $0.00 BO6MC060546 $373,292.00 $0.00 $373,292.00 $373,292.00 $0.00 $0.00 B07MC060546 $370,332.00 $0.00 $370,332.00 $370,332.00 $0.00 $0.00 B08MC060546 $355,659.00 $0.00 $355,659.00 $355,659.00 $0.00 $0.00 B09MC060546 $357,354.00 $0.00 $357,354.00 $357,354.00 $0.00 $0.00 BIOMC060546 $385,189.00 $0.00 $385,189.00 $385,189.00 $0.00 $0.00 B11 MC060546 $323,777.00 $0.00 $247,162.62 $246,472.86 $76,614.38 $77,304.14 B12MC060546 $350,669.00 $0.00 $0.00 $0.00 $350,669.00 $350,669.00 NEWPORT BEACH Subtotal: $10,589,505.00 $0.00 $10,162,221.62 $10,161,531.86 $427,283.38 $427,973.14 EN Subtotal: $10,589,505.00 $0.00 $10,162,221.62 $10,161,531.86 $427,283.38 $427,973.14 CDBG-R EN NEWPORT BEACH B09MY060546 $96,603.00 $0.00 $96,603.00 $96,603.00 $0.00 $0.00 NEWPORT BEACH Subtotal: $96,603.00 $0.00 $96,603.00 $96,603.00 $0.00 $0.00 EN Subtotal: $96,603.00 $0.00 $96,603.00 $96,603.00 $0.00 $0.00 GRANTEE TOTALS $10,686,108.00 $0.00 $10,258,824.62 $10,258,134.86 $427,283.38 $427,973.14 1/1 PR01 - HUD Grants and Program Income EN Subtotal: $10,589,505.00 $0.00 $10,573,268.95 i mourn $16,236.05 $16,236.05 CDBG-R EN NEWPORT B09MY060546 $96,603.00 Program Fund Type Grantee Name Grant Number Authorized Suballocated Committed to Net Drawn Available to Available to $96,603.00 Amount $0.00 Amount Activities Amount Commit Draw CDBG EN NEWPORT B89MC060546 $423,000.00 $0.00 $0.00 $423,000.00 $423,000.00 $0.00 $0.00 $16,236.05 BEACH B90MC060546 $406,000.00 $0.00 $406,000.00 $406,000.00 $0.00 $0.00 B91 MC060546 $453,000.00 $0.00 $453,000.00 $453,000.00 $0.00 $0.00 B92MC060546 $469,000.00 $0.00 $469,000.00 $469,000.00 $0.00 $0.00 B93MC060546 $472,000.00 $0.00 $472,000.00 $472,000.00 $0.00 $0.00 B94MC060546 $513,000.00 $0.00 $513,000.00 $513,000.00 $0.00 $0.00 B95MC060546 $534,000.00 $0.00 $534,000.00 $534,000.00 $0.00 $0.00 B96MC060546 $520,000.00 $0.00 $520,000.00 $520,000.00 $0.00 $0.00 B97MC060546 $515,000.00 $0.00 $515,000.00 $515,000.00 $0.00 $0.00 B98MC060546 $492,000.00 $0.00 $492,000.00 $492,000.00 $0.00 $0.00 B99MC060546 $495,000.00 $0.00 $495,000.00 $495,000.00 $0.00 $0.00 BOOMC060546 $498,000.00 $0.00 $498,000.00 $498,000.00 $0.00 $0.00 B01 MC060546 $518,000.00 $0.00 $518,000.00 $518,000.00 $0.00 $0.00 B02MC060546 $490,000.00 $0.00 $490,000.00 $490,000.00 $0.00 $0.00 B03MC060546 $426,000.00 $0.00 $426,000.00 $426,000.00 $0.00 $0.00 B04MC060546 $437,000.00 $0.00 $437,000.00 $437,000.00 $0.00 $0.00 B05MC060546 $412,233.00 $0.00 $412,233.00 $412,233.00 $0.00 $0.00 B06MC060546 $373,292.00 $0.00 $373,292.00 $373,292.00 $0.00 $0.00 B07MC060546 $370,332.00 $0.00 $370,332.00 $370,332.00 $0.00 $0.00 B08MC060546 $355,659.00 $0.00 $355,659.00 $355,659.00 $0.00 $0.00 B09MC060546 $357,354.00 $0.00 $357,354.00 $357,354.00 $0.00 $0.00 B10MC060546 $385,189.00 $0.00 $385,189.00 $385,189.00 $0.00 $0.00 B11 MC060546 $323,777.00 $0.00 $323,777.00 $323,777.00 $0.00 $0.00 B12MC060546 $350,669.00 $0.00 $334,432.95 $334,432.95 $16,236.05 $16,236.05 NEWPORT BEACH Suit $10,589,505.00 $0.00 $10,573,268.95 $10,573,268.95 $16,236.05 $16,236.05 EN Subtotal: $10,589,505.00 $0.00 $10,573,268.95 $10,573,268.95 $16,236.05 $16,236.05 CDBG-R EN NEWPORT B09MY060546 $96,603.00 $0.00 $96,603.00 $96,603.00 $0.00 $0.00 BEACH NEWPORT BEACH Suit $96,603.00 $0.00 $96,603.00 $96,603.00 $0.00 $0.00 EN Subtotal: $96,603.00 $0.00 $96,603.00 $96,603.00 $0.00 $0.00 GRANTEE TOTALS $10,686,108.00 $0.00 $10,669,871.95 $10,669,871.95 $16,236.05 $16,236.05 90 P.�euroF U.S. Department of Housing and Urban Development om`* Office of Community Planning and Development c Integrated Disbursement and Information System ¢o IIIIIIII CDBG Activity Summary Report (GPR) for Program Year 2012 �anm " o, NEWPORT BEACH PGM Year: 1994 Project: 0002-CONVER CDBG ACTIVITIES IDIS Activity: 2-CDBG COM FUNDS ADJUSTMENT 1W Status: Open 6/30/2001 12:00:00 AM Objective: Location: Outcome: Matrix Code: Public Facilities and Improvement Initial Funding 01/01/0001 Description: Financing FUNDS DRAWN DOWN THROUGH LOCCS. Funded Amount: 3,159,877.80 Drawn Thin Program Year: 3,159,877.80 Drawn In Program Year: 0.00 Proposed Accomplishments Actual Accomplishments Number assisted White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Owner Renter Total Hispani Total Hispani 0 0 0 0 Date: 27 -Aug -2013 Time: 18:47 Page: 1 kk National Objective: Total Person Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 91 Income Category., Owner Renter Total Person Extremely Low Low Mod Moderate Non Low Moderate 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. 92 PGM Year: 2010 Project: 0010 - UTILITY ASSESSMENT DISTRICT GRANT PROGRAM IDIS Activity: 205 - UTILITY ASSESSMENT DISTRICT GRANT PROGRAM Status: Canceled 7/25/2012 8:12:05 PM Objective: Provide decent affordable housing Location: 3300 Newport Blvd Newport Beach, CA 92663-3816 Outcome: Availability/accessibility Matrix Code: Rehab; Single -Unit Residential Initial Funding 10/09/2010 Financing Total Funded Amount: 0.00 Drawn Thru Program Year: 0.00 Drawn In Program Year: 0.00 Proposed Accomplishments 0 0 Housing Units: 7 0 Actual Accomplishments 0 0 Number assisted., 0 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 0 0 National Objective: LMH Description: This program provides financial assistance to the impacted low- and moderate -income owner - occupants located within proposed utility undergounding Assessment Districts in the City of Newport Beach by providing grants to cover a portion of the cost of utility hook-ups to owner - occupants within the District(s). Program benefits low- and moderate -income residents. Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Person 0 9S Low Mod Moderate Non Low Moderate Total Percent Low/Mod Annual Accomplishments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Years Accomplishment Narrative # Benefitting 2010 All utility connections were completed without CDBG assistance. Project was cancelled on May 8, 2012 subsequent to a substantial amendment to the 2010/2011 Action Plan. Funds will be reallocated to a new 2012-2013 Sidewalk, Curb, and Gutter Improvements project. 94 PGM Year: 2011 Project: 0001 - CDBGAdministration IDIS Activity: 206 - CDBG Administration Status: Completed 8/29/2012 1 2:00:00 AM Location: , Initial Funding 11/17/2011 Financing Funded Amount: 52,163.75 Drawn Thru Program Year: 52,163.75 Drawn In Program Year: 0.00 Proposed Accomplishments Actual Accomplishments Number assisted., White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 Low Mod 0 Moderate 0 Objective: Outcome: Matrix Code: General Program Administration National Objective Description: This project will provide for the overall administration of the CDBG Program. Owner Renter Total Hispani Total Hispani 0 0 0 0 Person Total Person Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 95 Non Low Moderate Total Percent Low/Mod Annual Accomplishments No data returned for this view. This might be because the applied filter excludes all data. 90 PGM Year: 2011 Project: 0002 - Fair Housing Services IDIS Activity: 207 - Fair Housing Services Status: Completed 8/29/2012 1 2:00:00 AM Location: Initial Funding 11/17/2011 Financing Funded Amount: 12,000.00 Drawn Thru Program Year: 12,000.00 Drawn In Program Year: 0.00 Proposed Accomplishments Actual Accomplishments Number assisted., White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 Low Mod 0 Moderate 0 Objective: Outcome: Matrix Code: Fair Housing Activities (subject to National Objective Description: This project will provide fair housing education, counseling, and enforcement services to current Newport Beach residents, coupled with landlordtenat counseling services. Owner Renter Total Hispani Total Hispani 0 0 0 0 Person Total Person Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 In 97 Non Low Moderate Total Percent Low/Mod Annual Accomplishments No data returned for this view. This might be because the applied filter excludes all data. 92 PGM Year: 2011 Project: 0003 - Community Resource Center IDIS Activity: 208 - Community Resource Center Status: Completed 8/29/2012 12:00:00 AM Objective: Create suitable living environments Location: 1920 E Warner Ave Ste A Santa Ana, CA 92705-5547 Outcome: Availability/accessibility Matrix Code: Battered and Abused Spouses Initial Funding 11/17/2011 Financing Total Funded Amount: 3,769.19 Drawn Thru Program Year: 3,769.19 Drawn In Program Year: 0.00 Proposed Accomplishments 0 0 People (General) : 7 0 Actual Accomplishments 0 0 Number assisted., 0 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 0 0 Low Mod 0 0 0 National Objective: LMC Description: This project will provide a wide variety of counseling and educational programs to help victims and their family members deal with the effects of domestic violence. Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 12 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 4 0 0 0 Person 11 2 9/ Moderate 0 0 0 1 Non Low Moderate 0 0 0 0 Total 0 0 0 14 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2011 1st Qtr. the organization provided counseling and legal advocacy to 5 unduplicated clients. 2nd Qtr. provided assistance to 2 unduplicated clients, totaling 10 client contacts. 3rd Qtr. provided assistance to 4 unduplicated clients, totaling 30 client contacts. 4th Qtr. provided assistance to 3 unduplicated clients, totaling 48 client contacts. A total of 14 unduplicated persons were assisted during this FY and a total of 115 client contacts. 200 PGM Year: 2011 Project: 0004 - Families Forward: Transitional Housing IDIS Activity: 209 - Families Forward: Transitional Housing Status: Completed 8/29/2012 1 2:00:00 AM Location: 9221 Irvine Blvd Irvine, CA 92618-1645 Initial Funding 11/17/2011 Financing Total Funded Amount: 8,406.00 Drawn Thru Program Year: 8,406.00 Drawn In Program Year: 0.00 Proposed Accomplishments 0 0 People (General) : 100 0 Actual Accomplishments 0 0 Number assisted., 0 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 0 0 Low Mod 0 0 0 Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Public Services (General) (05) National Objective: LMC Description: This program will provide assistance to homeless families to regain stability and self sufficiency. The target population is homeless families with children. The program also provides case management and supportive services. Funds will be used to pay a portion of the salary of a case manager. Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 99 36 0 0 0 0 0 0 41 4 0 0 0 0 0 0 1 1 0 0 0 0 0 0 4 4 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 147 46 0 0 0 Person 101 44 202 Moderate 0 0 0 2 Non Low Moderate 0 0 0 0 Total 0 0 0 147 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2011 1st Qtr. Families Forward provided transitional housing services to 103 unduplicated individuals which comprise 32 families moving them from crisis towards stability. 2nd Qtr. the Organization assisted 6 unduplicated persons. 3rd Qtr. the organization assisted 9 unduplicated persons. 4th Qtr. the Organization assisted 29 unduplicated persons which comprise 7 families assisted. Atotal of 147 unduplicated persons were assisted during this fiscal year. 102 PGM Year: 2011 Project: 0005 -Age Well Senior Services:Home Delivered Meals IDIS Activity: 210 -Age Well Senior Services:Home Delivered Meals Status: Completed 8/29/2012 1 2:00:00 AM Location: 24300 EI Toro Rd Ste 2000 Laguna Woods, CA 92637-2777 Initial Funding 11/17/2011 Financing Total Funded Amount: 18,492.00 Drawn Thru Program Year: 18,492.00 Drawn In Program Year: 0.00 Proposed Accomplishments 0 0 People (General) : 100 0 Actual Accomplishments 0 0 Number assisted., White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 0 0 Low Mod 0 0 0 Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Senior Services (05A) National Objective: LMC Description: This project provides home -delivered meals to homebound senior citizens (62 years or older) who are unable to prepare meals for themselves due to age, illness, or disability. The funds will be used to pay a portion of the salary of the meal staff. Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 142 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 145 2 0 0 0 Person 68 27 20S Moderate 0 0 0 38 Non Low Moderate 0 0 0 12 Total 0 0 0 145 Percent Low/Mod 91.7% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2011 1st Qtr. Age Well Seniors provided to 88 unduplicated residents home -delivered meals totaling 13,092 meals delivered. 2nd Qtr. the organization provided to 21 unduplicated residents home -delivered meals totaling 11,199 meals delivered. 3rd Qtr. the organization provided to 21 unduplicated residents home -delivered meals totaling 12,705 meals delivered. 4th Qtr. the organization provided to 15 unduplicated residents home -delivered meals totaling 8,466 meals delivered. Atotal of 145 unduplicated residents were provided home -delivered meals totaling 45,465 meals delivered during this fiscal year. -104 PGM Year: 2011 Project: 0006 - Serving People In Need: Substance Abuse Treatment IDIS Activity: 211 - Serving People In Need: Substance Abuse Treatment Status: Completed 8/29/2012 12:00:00 AM Objective: Create suitable living environments Location: 151 Kalmus Dr Ste H2 Costa Mesa, CA 92626-5969 Outcome: Availability/accessibility Matrix Code: Substance Abuse Services (05F) Initial Funding 11/17/2011 Financing Total Funded Amount: 9,246.00 Drawn Thru Program Year: 9,246.00 Drawn In Program Year: 0.00 Proposed Accomplishments 0 0 People (General) : 7 0 Actual Accomplishments 0 0 Number assisted., 0 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 0 0 Low Mod 0 0 0 National Objective: LMC Description: This project provides access to substance abuse recovery to those least able to afford it - the homeless and low income. Case management will be provided, counseling, medical assistance, and legal assistance. Funds will be used to pay for personnel costs to implement this program. Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 7 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7 2 0 0 0 Person 7 0 105 Moderate 0 0 0 0 Non Low Moderate 0 0 0 0 Total 0 0 0 7 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2011 1 st Qtr. there were no new persons assisted. 2nd Qtr. SPIN provided assistance to 3 unduplicated clients. 3rd Qtr. SPIN provided assistance to 4 unduplicated clients. 4th Qtr. there were no new persons assisted. Atotal of 7 unduplicated persons were assisted, totaling 85 client contacts during this fiscal year. 100 PGM Year: 2011 Project: 0007 - Share Our Selves (SOS): Free Medical and Dental Clinics IDIS Activity: 212 - SOS Free Medical and Dental Clinics Status: Completed 8/29/2012 12:00:00 AM Objective: Create suitable living environments Location: 1550 Superior Ave Costa Mesa, CA 92627-3653 Outcome: Availability/accessibility Matrix Code: Public Services (General) (05) Initial Funding 11/17/2011 Financing Total Funded Amount: 8,555.00 Drawn Thru Program Year: 8,555.00 Drawn In Program Year: 0.00 Proposed Accomplishments 0 0 People (General) : 100 0 Actual Accomplishments 0 0 Number assisted., 0 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 0 0 Low Mod 0 0 0 National Objective: LMC Description: This program will provide primaryurgent care on a daily walk-in basis, chronic care, and specialty care by appointment to unisured Orange County residents and patients in the County MSI Program. This program will assist lowmod income persons. Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 318 122 0 0 0 0 0 0 6 0 0 0 0 0 0 0 16 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 62 34 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 404 156 0 0 0 Person 292 96 2�� Moderate 0 0 0 11 Non Low Moderate 0 0 0 5 Total 0 0 0 404 Percent Low/Mod 98.8% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2011 1st Qtr SOS provided medical clinic services to 98 unduplicated persons. 33 were Female Head of Households. 2nd Qtr. SOS provided services to 97 unduplicated persons. 33 were Female Head of Households. 3rd Qtr. SOS provided services to 113 unduplicated persons. 40 were Female Head of Households. 4th Qtr. SOS provided services to 96 unduplicated persons. 38 were Female Head of Households. Atotal of 404 unduplicated persons were provided with medical clinic services during this fiscal year. 202 PGM Year: 2011 Project: 0008 - Section 108 Loan Repayment IDIS Activity: 213 - Section 108 Loan Repayment Status: Completed 8/29/2012 12:00:00 AM Objective: Location: Outcome: Matrix Code: Planned Repayment of Section National Objective Initial Funding 11/17/2011 Financing Funded Amount: 201,653.30 Drawn Thru Program Year: 201,653.30 Drawn In Program Year: 0.00 Proposed Accomplishments Actual Accomplishments Number assisted., White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 Low Mod 0 Moderate 0 Description: Funds will be used to repay the City's Section 108 Loan. The loan was used to partially fund public improvements to the Balboa Target Area. Owner Renter Total Hispani Total Hispani 0 0 0 0 Person Total Person Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2qq Non Low Moderate Total Percent Low/Mod Annual Accomplishments No data returned for this view. This might be because the applied filter excludes all data. 220 PGM Year: 2011 Project: 0009 - Sidewalk, Curb and Gutter Improvements IDIS Activity: 214 - Sidewalk, Curb and Gutter Improvements Status: Canceled 7/25/2012 8:15:05 PM Location: 3300 Newport Blvd Newport Beach, CA 92663-3816 Initial Funding 11/17/2011 Financing Total Funded Amount: 0.00 Drawn Thru Program Year: 0.00 Drawn In Program Year: 0.00 Proposed Accomplishments 0 0 Public Facilities, 10 0 Actual Accomplishments 0 0 Number assisted., 0 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 0 0 Low Mod 0 0 0 Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Sidewalks (03L) National Objective: LMC Description: This project will provide funds for public improvements such as construction of curb access ramps citywide. Funds will provide a portion of the construction cost. Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Person 0 0 222 Moderate Non Low Moderate Total Percent Low/Mod Annual Accomplishments Years Accomplishment Narrative # Benefitting 2011 This Activity will be cancelled on April 24, 2012 subsequest to a substantial amendment to the 2011-2012 Action Plan. Funds will be reallocated to the proposed 2012/2013 Sidewalk, Curb, and Gutter Improvements project. 112 PGM Year: 2012 Project: 0001 - CDBGAdministration IDIS Activity: 215 - CDBG Administration Status: Completed 8/15/2013 1 2:00:00 AM Location: Initial Funding 09/21/2012 Financing Funded Amount: 58,133.00 Drawn Thru Program Year: 58,133.00 Drawn In Program Year: 58,133.00 Proposed Accomplishments Actual Accomplishments Number assisted., White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 Low Mod 0 Moderate 0 Objective: Outcome: Matrix Code: General Program Administration National Objective Description: This project will provide for the overall administration of the CDBG Program, to include: preparation and submission of the Annual Action Plan and the Caper, IDIS data input, provision of technical assistance, monitoring of all projects, and overall fiscal management. Owner Renter Total Hispani Total Hispani 0 0 0 0 Person Total Person Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 N 22s Non Low Moderate Total Percent Low/Mod Annual Accomplishments No data returned for this view. This might be because the applied filter excludes all data. 114 PGM Year: 2012 Project: 0002 - Fair Housing IDIS Activity: 216 - Fair Housing Services Status: Completed 8/15/2013 1 2:00:00 AM Objective: Location: Outcome: Matrix Code: Fair Housing Activities (subject to National Objective: Initial Funding 09/21/2012 Description: Financing The project will provide fair housing education, counseling, and enforcement services to current or potential Newport Beach residents, coupled with landlordtenant counseling services. These Funded Amount: 12,000.00 services impact and benefit target CDBG areas and the extremely -low to moderate income Drawn Thru Program Year: 12,000.00 population. Drawn In Program Year: 12,000.00 Proposed Accomplishments Actual Accomplishments Owner Renter Total Person Number assisted., Total Hispani Total Hispani Total Hispanic Total Hispanic White: 0 0 Black/African American: 0 0 Asian: 0 0 American Indian/Alaskan Native: 0 0 Native Hawaiian/Other Pacific Islander: 0 0 American Indian/Alaskan Native & White: 0 0 Asian White: 0 0 Black/African American & White: 0 0 American Indian/Alaskan Native & Black/African American: 0 0 Other multi -racial: 0 0 Asian/Pacific Islander: 0 0 Hispanic: 0 0 Total: 0 0 0 0 0 0 0 0 Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 Low Mod 0 Moderate 0 Person In 225 Non Low Moderate Total Percent Low/Mod Annual Accomplishments No data returned for this view. This might be because the applied filter excludes all data. 220 PGM Year: 2012 Project: 0003 - Human Options: Community Resource Center IDIS Activity: 217 - Human Options: Community Resource Center Status: Completed 8/15/2013 1 2:00:00 AM Location: Address Suppressed Initial Funding 09/21/2012 Financing Total Funded Amount: 3,312.89 Drawn Thru Program Year: 3,312.89 Drawn In Program Year: 3,312.89 Proposed Accomplishments 0 0 People (General) : 7 0 Actual Accomplishments 0 0 Number assisted., White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 0 0 Low Mod 0 0 0 Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Battered and Abused Spouses National Objective: LMC Description: This project will provide a wide variety of counseling and educational programs to help victims and their family members deal with the effects of domestic violence. CDBG funds will be used to pay for a portion of the salaries of staff who provide counseling and case management services. Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4 0 n Person 4 0 n In 227 Moderate 0 0 0 0 Non Low Moderate 0 0 0 0 Total 0 0 0 4 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2012 1 st Qtr. 2 unduplicated persons were served and 8 client contacts were made. 2nd Qtr. 1 unduplicated person was assisted and 1 client contact was made. 3rd Qtr. 0 unduplicated persons were assisted. 4th Qtr. 0 unduplicates persons were assisted. A total of 4 persons were assisted during the fiscal year and 10 client contacts were made. 22g PGM Year: 2012 Project: 0004 - Families Forward: Transitional Housing Program IDIS Activity: 218 - Families Forward: Transitional Housing Program Status: Completed 8/15/2013 1 2:00:00 AM Location: Address Suppressed Initial Funding 09/28/2012 Financing Total Funded Amount: 9,000.00 Drawn Thru Program Year: 9,000.00 Drawn In Program Year: 9,000.00 Proposed Accomplishments 0 0 People (General) : 100 0 Actual Accomplishments 0 0 Number assisted., 0 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 0 0 Low Mod 0 0 0 Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Public Services (General) (05) National Objective: LMC Description: The Transitional Housing program assists homeless families to regain stability and self sufficiency. The target population is homeless families with children. The program provides case management and supportive services to households residing in Families Forward transitional housing units. CDBG funds will be use to pay for a portion of the salary of a case manager. Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 115 26 0 0 0 0 0 0 19 0 0 0 0 0 0 0 5 0 0 0 0 0 0 0 3 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 150 29 0 0 0 Person 92 58 229 Moderate 0 0 0 0 Non Low Moderate 0 0 0 0 Total 0 0 0 150 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2012 1st Qtr. 109 unduplicated persons were assisted, which comprised 8 families helped. The organization completed 109% of its proposed annual goal. 2nd Qtr. 12 unduplicated persons were assisted, which comprised 2 families helped. 3rd Qtr. 19 unduplicated persons were assisted, which comprised 7 families helped. 4th Qtr. 10 unduplicates persons were assisted, which comprised 3 families helped. Atotal of 150 unduplicated persons were assisted, comprising 20 families helped. 120 PGM Year: 2012 Project: 0005 -Age Well Senior Services: Home Delivered Meals IDIS Activity: 219 -Age Well Senior Services: Home Delivered Meals Status: Completed 8/15/2013 1 2:00:00 AM Location: Address Suppressed Initial Funding 09/28/2012 Financing Total Funded Amount: 15,600.00 Drawn Thru Program Year: 15,600.00 Drawn In Program Year: 15,600.00 Proposed Accomplishments 0 0 People (General) : 100 0 Actual Accomplishments 0 0 Number assisted., 0 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Senior Services (05A) National Objective: LMC Description: Age Well Senior Services will provide home -delivered meals to homebound senior citizens (62 years or older) who are uanble to prepare meals for themselves due to age, illness, or disability. CDBG funds will be used to pay for a portion of the salary of home-deliverd meal staff. Owner Renter Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 112 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 112 4 Female -headed Households: 0 0 0 Income Category 121 Owner Renter Total Person Extremely Low 0 0 0 58 Low Mod 0 0 0 20 Moderate 0 0 0 20 121 Non Low Moderate 0 0 0 14 Total 0 0 0 112 Percent Low/Mod 87.5% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2012 1st Qtr. 68 unduplicated persons were assisted. A total of 9,261 meals were home delivered. 2nd Qtr. 18 unduplicated persons were assisted. A total of 9,147 meals were home delivered. 3rd Qtr. 13 unduplicated persons were assisted. A total of 8,265 meals were home delivered. 4th Qtr. 13 unduplicated persons were assisted. A total of 8,019 meals were home delivered. A total of 112 unduplicates clients were assisted. A total of 34,692 meals were home delivered throughout the fiscal year. 122 PGM Year: 2012 Project: 0006 - SPIN: Substance Abuse Treatment Program (SARP) IDIS Activity: 220 - SPIN: Substance Abuse Treatment Program (SARP) Status: Completed 8/15/2013 1 2:00:00 AM Location: Address Suppressed Initial Funding 09/28/2012 Financing Total Funded Amount: 10,000.00 Drawn Thru Program Year: 10,000.00 Drawn In Program Year: 10,000.00 Proposed Accomplishments 0 0 People (General) : 7 0 Actual Accomplishments 0 0 Number assisted., 0 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Substance Abuse Services (05F) National Objective: LMC Description: SARP provides access to substance abuse recovery to those least able to afford it - the homeless and low income. These individuals cannot otherwise afford treatment. Case management includes:counseling, supplemental employment services, medical assistance, and legal assistance. CDBG funds will be used to pay for personnel costs to implement this program. Owner Renter Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7 0 Female -headed Households: 0 0 0 Income Category., 12S Owner Renter Total Person Extremely Low 0 0 0 7 Low Mod 0 0 0 0 Moderate 0 0 0 0 12S Non Low Moderate 0 0 0 0 Total 0 0 0 7 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2012 1st Qtr. 5 unduplicated persons were assisted and 45 client contacts were made. 2nd Qtr. 2 unduplicated persons were assisted and 29 client contacts were made. 3rd Qtr. 0 unduplicated persons were assisted and 2 client contacts were made. 4th Qtr. 0 unduplicated persons were assisted and 7 client contacts were made with duplicated clients. A total of 7 unduplicated persons were assisted and a total of 83 client contacts were made throughout the fiscal year. 124 PGM Year: 2012 Project: 0007 - SOS: SOS Free Medical and Dental Clinics IDIS Activity: 221 - SOS: SOS Free Medical and Dental Clinics Status: Canceled 7/27/2013 1 2:00:00 AM Location: Address Suppressed Initial Funding Financing Funded Amount: Drawn Thru Program Year: Drawn In Program Year: Proposed Accomplishments People (General) : 100 Actual Accomplishments Number assisted., Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Public Services (General) (05) National Objective: LMC 09/28/2012 Description: Share Our Selves will provide primaryurgent care on a daily walk-in basis, chronic care, and 0.00 specialty care by appointment to uninsured Orange County residents and patients in the County MSI Program. In addition, SOS provides bridge medical care to patients who qualify for medical 0.00 insurance programs and are waiting to be placed in an appropriate medical home or who will not 0.00 qualify but who reside far from SOS and therefore need to establish a medical home closer to White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 0 0 Low Mod 0 0 0 Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Person 0 0 2215 Moderate Non Low Moderate Total Percent Low/Mod Annual Accomplishments Years Accomplishment Narrative # Benefitting 2012 1st. Qtr. SOS has not reported the accomplishments for this period. Pending submittal during the next reporting period. 2nd Qtr SOS has requested to cancel its agreement since SOS can't comply with the reporting requirements. ACTIVITY WAS CANCELED ON 12/27/12. 120 PGM Year: 2012 Project: 0008 - Walk in Service for Youth Program IDIS Activity: 222 - Walk in Service for Youth Program Status: Completed 8/15/2013 1 2:00:00 AM Location: Address Suppressed Initial Funding Financing Funded Amount: Drawn Thru Program Year: Drawn In Program Year: Proposed Accomplishments People (General) : 25 Actual Accomplishments Number assisted., Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Public Services (General) (05) National Objective: LMC 09/28/2012 Description: The YES walk in Service for Youth Program will provide effective employment related services to 5,000.00 youth from low- and moderate -income households. Program services are provided by professional staff who hold bachelor's degrees and have at least five (5) years of experience, as 5,000.00 well as from trained volunteers. Services include: A two hour employment skills class where youth 5,000.00 learn important basic skills such as how to fill out job applications. Upon completion of these White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 0 0 Low Mod 0 0 0 Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 23 11 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 25 11 0 Person 13 7 0 0 227 Moderate 0 0 0 5 Non Low Moderate 0 0 0 0 Total 0 0 0 25 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2012 1 st Qtr. 12 unduplicated youths were served through the program and 47 client contacts were made. 2nd Qtr. 0 unduplicated youths were served, however, existing youth from the prior quarter continued in the program and 40 youth contacts were made. 3rd Qtr. 4 unduplicated youths were served through the program and 28 youth contacts were made. 4th Qtr. 9 unduplicated youths were served through the program and 53 youth contacts were made. A total of 25 unduplicated youths were served and a total of 168 youth contacts were made throughout the fiscal year. 122 PGM Year: 2012 Project: 0009 - Section 108 Loan Repayment IDIS Activity: 223 - Section 108 Loan Repayment Status: Completed 8/15/2013 1 2:00:00 AM Location: Objective: Outcome: Matrix Code: Planned Repayment of Section National Objective: Initial Funding 09/28/2012 Description: Financing Funds will be used to repay the City's Section 108 Loan. The loan was used to partially fund Funded Amount: 202,485.20 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 Drawn Thru Program Year: 202,485.20 Parking Lot, Pier Plaza, and Lot A connecting access to Main Street. Drawn In Program Year: 202,485.20 Proposed Accomplishments Actual Accomplishments Number assisted White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 Low Mod 0 Moderate 0 Owner Renter Total Hispani Total Hispani 0 0 0 0 Person Total Person Total Hispanic Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 N 2�9 Non Low Moderate Total Percent Low/Mod Annual Accomplishments No data returned for this view. This might be because the applied filter excludes all data. 2S0 PGM Year: 2012 Project: 0010 - Sidewalk Curb and Gutter Improvements IDIS Activity: 224 - Sidewalk Curb and Gutter Improvements Status: Completed 8/22/2013 12:00:00 AM Objective: Create suitable living environments Location: 3300 Newport Blvd Newport Beach, CA 92663-3816 Outcome: Availability/accessibility Matrix Code: Sidewalks (03L) National Objective: LMC Initial Funding 09/28/2012 Financing Total Funded Amount: 96,206.00 Drawn Thru Program Year: 96,206.00 Drawn In Program Year: 96,206.00 Proposed Accomplishments 0 0 Public Facilities : 1 0 Actual Accomplishments 0 0 Number assisted., 0 White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Female -headed Households: Income Category., Owner Renter Total Extremely Low 0 0 0 Low Mod 0 0 0 Description: This project will provide improvements to repair concrete ADA access pathways and other ADA improvements citywide. The work will be performed by a private consultant and contractor. Owner Renter Total Person Total Hispani Total Hispani Total Hispanic Total Hispanic 0 0 0 0 0 0 7,660 454 0 0 0 0 0 0 90 5 0 0 0 0 0 0 358 21 0 0 0 0 0 0 80 5 0 0 0 0 0 0 23 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 384 23 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8,595 509 0 0 0 Person 0 8,595 2S2 Moderate 0 0 0 0 Non Low Moderate 0 0 0 0 Total 0 0 0 8,595 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative 2012 1 st Qtr. Pubic Works Dept. prepared the bid package and put it out to bid. 2nd Qtr. Contract was awarded and construction is underway. 3rd Qtr. Construction portion of the project is about 80% complete. 4th Qtr. 100% construction has been completed. Project is completed. # Benefitting 2S2 Total Funded Amount: $3,885,900.13 Total Drawn Thru Program Year: $3,885,900.13 Total Drawn In Program Year: $411,737.09 Page: 1 of 1 2ss IDIS U.S. DEPARTMENT OF HOUSING AND URBAN DATE: 8/27/2013 DEVELOPMENT TIME: 6:55:13 PM OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT PAGE: 1/1 PR06 - Summary of Consolidated Plan Projects for Report Year 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 20121 CDBG Administration CDBG Administration CDBG $58,133.00 $58,133.00 $58,133.00 $0.00 $58,133.00 2 Fair Housing Fair Housing CDBG $12,000.00 $12,000.00 $12,000.00 $0.00 $12,000.00 3 Human Options: Community Resource Center Human Options: Community Resource Center CDBG $4,000.00 $3,312.89 $3,312.89 $0.00 $3,312.89 4 Families Forward: Transitional Housing Program Families Forward: Transitional Housing Program CDBG $9,000.00 $9,000.00 $9,000.00 $0.00 $9,000.00 5 Age Well Senior Services: Home Delivered Meals Age Well Senior Services: Home Delivered Meals CDBG $15,600.00 $15,600.00 $15,600.00 $0.00 $15,600.00 6 SPIN: Substance Abuse Treatment Program (SARP) SPIN: Substance Abuse Treatment Program (SARP) CDBG $10,000.00 $10,000.00 $10,000.00 $0.00 $10,000.00 7 SOS: SOS Free Medical and Dental Clinics SOS: SOS Free Medical and Dental Clinics CDBG $9,000.00 $0.00 $0.00 $0.00 $0.00 8 Walk in Service for Youth Program Walk in Service for Youth Program CDBG $5,000.00 $5,000.00 $5,000.00 $0.00 $5,000.00 9 Section 108 Loan Repayment Section 108 Loan Repayment CDBG $202,486.00 $202,485.20 $202,485.20 $0.00 $202,485.20 10 Sidewalk Curb and Gutter Improvements Sidewalk Curb and Gutter Improvements CDBG $100,174.00 $96,206.00 $96,206.00 $0.00 $96,206.00 1/1 284 I S5 U.S. Department of Housing and Urban Development DATE: 08-27-13 QP��MENTpFyo o� N Office of Community Planning and Development TIME. 18:56 z Integrated Disbursement and Information System PAGE: 1 2Q I I II CDBG Summary of Accomplishments �eqN Program Year. 2012 D EV '��O NEWPORT BEACH Count of CDBG Activities with Disbursements by Activity Group & Matrix Code Underway Completed Activity Group Activity Category Underway Activities Completed Activities Program Year Total Activities Count Disbursed Count Disbursed Count Disbursed Housing Rehab; Single -Unit Residential (14A) 0 $0.00 1 $0.00 1 $0.00 Total Housing 0 $0.00 1 $0.00 1 $0.00 Public Facilities and Improvements Public Facilities and Improvement 1 $0.00 0 $0.00 1 $0.00 (General) (03) Sidewalks (03L) 0 $0.00 2 $96,206.00 2 $96,206.00 Total Public Facilities and 1 $0.00 2 $96,206.00 3 $96,206.00 Improvements Public Services Public Services (General) (05) 0 $0.00 5 $14,000.00 5 $14,000.00 Senior Services (05A) 0 $0.00 2 $15,600.00 2 $15,600.00 Substance Abuse Services (05F) 0 $0.00 2 $10,000.00 2 $10,000.00 Battered and Abused Spouses (05G) 0 $0.00 2 $3,312.89 2 $3,312.89 Total Public Services 0 $0.00 11 $42,912.89 11 $42,912.89 General Administration and General Program Administration (21A) 0 $0.00 2 $58,133.00 2 $58,133.00 Planning Fair Housing Activities (subject to 20% 0 $0.00 2 $12,000.00 2 $12,000.00 Admin Cap) (21 D) Total General Administration and 0 $0.00 4 $70,133.00 4 $70,133.00 Planning Repayment of Section 108 Loans Planned Repayment of Section 108 0 $0.00 2 $202,485.20 2 $202,485.20 Loan Principal (19F) Total Repayment of Section 108 0 $0.00 2 $2021,485.20 2 $2021,485.20 Loans Grand Total 1 $0.00 20 $4111,737.09 21 $4111,737.09 I S5 QP��MENTpFyo U.S. Department of Housing and Urban Development DATE: 08-27-13 o� N Office of Community Planning and Development TIME. 18:56 z Integrated Disbursement and Information System PAGE: 2 2Q I I CDBG Summary of Accomplishments II Program Year. 2012 �eqN D EV '��O NEWPORT BEACH CDBG Sum of Actual Accomplishments by Activity Group and Accomplishment Type Activity Group Matrix Code Accomplishment Type Open Count Completed Count Program Year Totals Public Facilities and Sidewalks (03L) Public Facilities 0 8,595 8,595 Improvements Total Public Facilities and Improvements 0 81595 81595 Public Services Public Services (General) (05) Persons 0 726 726 Senior Services (05A) Persons 0 257 257 Substance Abuse Services (05F) Persons 0 14 14 Battered and Abused Spouses (05G) Persons 0 18 18 Total Public Services 0 11015 11015 Grand Total 0 91610 91610 ISO �QPOME NT pFyOG 4 N II G�egN D Ev '��oQ� Housing -Non Housing Race 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. 2012 NEWPORT BEACH CDBG Beneficiaries by Racial / Ethnic Category Non Housing White Black/African American Asian American Indian/Alaskan Native Native Hawaiian/Other Pacific Islander American Indian/Alaskan Native & White Asian & White Other multi -racial Total Non Housing Grand Total White Black/African American Asian American Indian/Alaskan Native Native Hawaiian/Other Pacific Islander American Indian/Alaskan Native & White Asian & White Other multi -racial Total Grand Total Total Persons 8,496 157 384 88 26 1 1 457 DATE: TIME: PAGE: Total Hispanic Persons Total Households 659 0 9 0 22 0 12 0 1 0 0 0 0 0 60 0 08-27-13 18:56 3 Total Hispanic Households 0 0 0 0 0 0 0 0 91610 763 0 0 8,496 659 0 0 157 9 0 0 384 22 0 0 88 12 0 0 26 1 0 0 1 0 0 0 1 0 0 0 457 60 0 0 91610 763 0 0 QP��MENTpFyo U.S. Department of Housing and Urban Development DATE: 08-27-13 o� N Office of Community Planning and Development TIME. 18:56 z Integrated Disbursement and Information System PAGE: 4 2Q I I CDBG Summary of Accomplishments II Program Year. 2012 �eqN D EV '��O NEWPORT BEACH CDBG Beneficiaries by Income Category Income Levels Owner Occupied Renter Occupied Persons Non Housing Extremely Low (<=30%) 0 0 174 Low (>30% and <=50%) 0 0 8,680 Mod (>50% and <=80%) 0 0 25 Total Low -Mod 0 0 8,879 Non Low -Mod (>80%) 0 0 14 Total Beneficiaries 0 0 8,893 awdi QP��MENTpFyp Office of Community Planning and Development DATE: 08-27-13 o� N U.S. Department of Housing and Urban Development TIME. 19:08 i z Integrated Disbursement and Information System PAGE: 1 y� * G1 PR26 - CDBG Financial Summary Report Program Year 2012 9egN DE0--v NEWPORT BEACH , CA PART 1: SUMMARY OF CDBG RESOURCES 01 UNEXPENDED CDBG FUNDS AT END OF PREVIOUS PROGRAM YEAR 0.00 02 ENTITLEMENT GRANT 350,669.00 03 SURPLUS URBAN RENEWAL 0.00 04 SECTION 108 GUARANTEED LOAN FUNDS 0.00 05 CURRENT YEAR PROGRAM INCOME 0.00 05a CURRENT YEAR SECTION 108 PROGRAM INCOME (FOR SI TYPE) 0.00 06 RETURNS 0.00 07 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE 0.00 08 TOTAL AVAILABLE (SUM, LINES 01-07) 350,669.00 PART 11: SUMMARY OF CDBG EXPENDITURES 09 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 139,118.89 10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT SUBJECT TO LOW/MOD BENEFIT 0.00 11 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 09 + LINE 10) 139,118.89 12 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION 70,133.00 13 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS 202,485.20 14 ADJUSTMENT TO COMPUTE TOTAL EXPENDITURES 0.00 15 TOTAL EXPENDITURES (SUM, LINES 11-14) 411,737.09 16 UNEXPENDED BALANCE (LINE 08 - LINE 15) (61,068.09) PART I 11: 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 139,118.89 20 ADJUSTMENT TO COMPUTE TOTAL LOW/MOD CREDIT 0.00 21 TOTAL LOW/MOD CREDIT (SUM, LINES 17-20) 139,118.89 22 PERCENT LOW/MOD CREDIT (LINE 21/LINE 11) 100.00% LOW/MOD BENEFIT FOR MULTI-YEAR CERTIFICATIONS 23 PROGRAM YEARS(PY) COVERED IN CERTIFICATION PY: PY: PY: 24 CUMULATIVE NET EXPENDITURES SUBJECT TO LOW/MOD BENEFIT CALCULATION 0.00 25 CUMULATIVE EXPENDITURES BENEFITING LOW/MOD PERSONS 0.00 26 PERCENT BENEFIT TO LOW/MOD PERSONS (LINE 25/LINE 24) 0.00% PART IV: PUBLIC SERVICE (PS) CAP CALCULATIONS 27 DISBURSED IN IDIS FOR PUBLIC SERVICES 42,912.89 28 PS UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 0.00 29 PS UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 0.00 30 ADJUSTMENT TO COMPUTE TOTAL PS OBLIGATIONS 0.00 31 TOTAL PS OBLIGATIONS (LINE 27 + LINE 28 - LINE 29 + LINE 30) 42,912.89 32 ENTITLEMENT GRANT 350,669.00 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) 350,669.00 36 PERCENT FUNDS OBLIGATED FOR PS ACTIVITIES (LINE 31/LINE 35) 12.24% PART V: PLANN I NG AND ADM I N I STRAT I ON (PA) CAP 37 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION 70,133.00 38 PA UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 0.00 39 PA UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 0.00 40 ADJUSTMENT TO COMPUTE TOTAL PA OBLIGATIONS 0.00 41 TOTAL PA OBLIGATIONS (LINE 37 + LINE 38 - LINE 39 +LINE 40) 70,133.00 42 ENTITLEMENT GRANT 350,669.00 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) 350,669.00 46 PERCENT FUNDS OBLIGATED FOR PA ACTIVITIES (LINE 41/LINE 45) 20.00% QP��MENTpFyp Office of Community Planning and Development DATE: 08-27-13 o� N U.S. Department of Housing and Urban Development TIME. 19:08 i z Integrated Disbursement and Information System PAGE: 2 y� * G1 PR26 - CDBG Financial Summary Report Program Year 2012 9egN DE0--v NEWPORT BEACH , CA LINE 17 DETAIL: ACTIVITI ES TO CONSI DER IN DETERMI NI NG THE AMOUNT TO ENTERON LINE 17 Report returned no data. LINE 18 DETAIL: ACTIVITI ES TO CONSI DER IN DETERMI NI NG THE AMOUNT TO ENTERON LINE 18 Report returned no data. LI NE 19 DETAI L: ACTIVITI ES I NCLUDED I N THE COMPUTATION OF LI NE 19 Plan Year I D IS Project I D I S Activity Voucher Activity Name Matrix National Number Code Objective Drawn Amount 2012 3 217 5505648 Human Options: Community Resource Center 05G LMC $354.53 2012 3 217 5567482 Human Options: Community Resource Center 05G LMC $27.29 2012 3 217 5595378 Human Options: Community Resource Center 05G LMC $2,931.07 2012 4 218 5505648 Families Forward: Transitional Housing Program 05 LMC $9,000.00 2012 5 219 5505648 Age Well Senior Services: Home Delivered Meals 05A LMC $3,900.00 2012 5 219 5532733 Age Well Senior Services: Home Delivered Meals 05A LMC $3,900.00 2012 5 219 5595378 Age Well Senior Services: Home Delivered Meals 05A LMC $7,800.00 2012 6 220 5505648 SPIN: Substance Abuse Treatment Program (SARP) 05F LMC $6,604.63 2012 6 220 5532733 SPIN: Substance Abuse Treatment Program (SARP) 05F LMC $3,313.39 2012 6 220 5595378 SPIN: Substance Abuse Treatment Program (SARP) 05F LMC $81.98 2012 8 222 5505648 Walk in Service for Youth Program 05 LMC $1,258.90 2012 8 222 5532733 Walk in Service for Youth Program 05 LMC $501.18 2012 8 222 5595378 Walk in Service for Youth Program 05 LMC $3,239.92 2012 10 224 5532733 Sidewalk Curb and Gutter Improvements 03L LMC $4,879.44 2012 10 224 5567482 Sidewalk Curb and Gutter Improvements 03L LMC $89,607.54 2012 10 224 5595378 Sidewalk Curb and Gutter Improvements 03L LMC $1,719.02 Total $139,118.89 1.4- D APPENDIX "F" CHECKLIST 1-41 APPENDIX "F": COMPLIANCE CHECKLIST The City's Consolidated Annual Performance Evaluation Report (CAPER) must comply with several federal regulations. This appendix is designed to aid the City's representative document that the report is in full compliance with the regulations. THE SUBMISSION Was the statutory submission deadline met? Yes ❑ *No ❑ Was the Financial Summary (IDIS Report number C04PR26) provided? Yes ❑ No ❑ - grantee notified, summary received Did the report cover the appropriate program year? Yes ❑ No ❑ - grantee notified, correct report received Does the report identify CPD entitlement funds? Yes ❑ *No ❑ Does the report identify all known Federal/HUD resources available to the grantee (including SNAPS)? Yes ❑ *No ❑ `Correct information noted and/or requested in PYR letter. NARRATIVES - GENERAL Does the Three/Five Year Goals and Objectives assessment relate back to Strategic Consolidated Plan objectives? Yes ❑ *No ❑ Does the report address High Priority Needs? Yes ❑ *No ❑ Does the Affordable Housing Evaluation include the number of extremely low, low, and moderate -income renter and owner households assisted during the reporting period? Yes ❑ *No ❑ Does the Affordable Housing Evaluation include the number of households assisted with housing that meets the Section 215 definition of affordable housing for rental and home ownership? Yes ❑ *No ❑ Section 215 Affordable Housing. 1. Rental Housing: A rental housing unit is considered to be an affordable housing unit if it is occupied by a low- income household or individual and bears a rent that is the lesser of a) the existing section 8 fair market rent for comparable units in the area or b) 30 percent of the adjusted income of a household whose income equals 65 percent of the median income for the area, except that HUD may establish CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX "F° 142 income ceilings higher or lower than 65 percent of the median because of prevailing level of construction costs or fair market rents, or unusually high or low family incomes. 2. Homeownership: a) housing that is for purchase, with or without rehab., qualifies as affordable housing if it 1) is purchased by a low income first time homebuyer who will make the housing his or her principal residence and 2) has a sale price which does not exceed the mortgage limit for the type of single family housing for the area under HUD's single family insuring authority under the National Housing Act. b) housing that is to be rehabilitated, but is already owned by a household when assistance is provided, qualifies as affordable if the housing 1) is occupied by a low - income household which uses the housing as its principal residence, and 2) has a value, after rehabilitation, that does not exceed the mortgage limit for the type of single family housing for the area as described in 2a) above. Note: these definitions apply for the purposes of enumerating the number of households assisted with housing meeting the 215 affordable housing definition regardless of the Federal funding source used in support of that housing. Was there a comparison of actual accomplishments with proposed goals for the reporting period? Yes ❑ *No ❑ Were there efforts to address worse case needs? Yes ❑ *No ❑ Were there efforts to address the needs of persons with disabilities? Yes ❑ *No ❑ CONTINUUM OF CARE STRATEGY Does the CAPER identify actions taken at all points along the continuum from prevention and outreach through emergency, transitional, and permanent housing? Yes ❑ *No ❑ Other -Actions addressed, include: Actions taken to address obstacles to meeting underserved needs, Yes ❑ *No ❑ Fostering and maintaining affordable housing, Yes ❑ *No ❑ Eliminating barriers to affordable housing, Yes ❑ *No ❑ Overcoming gaps in institutional structures and enhancing coordination, Yes ❑ *No ❑ Improving public housing and resident initiatives, Yes ❑ *No ❑ N/A ❑ Evaluating and reducing lead based paint hazards, Yes ❑ *No ❑ Ensuring compliance with program and comprehensive planning requirements, and Yes ❑ *No ❑ CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX "F° 14S Reducing the number of persons living below the poverty level. Yes ❑ `No ❑ Did the submission include a description of the Leveraging of other public and private resources as indicated in the Plan, including how any matching requirements were satisfied? Yes ❑ `No ❑ Was a Summary of Citizen Comments included in the submission? Yes ❑ `No ❑ Did the report include a Self-evaluation? Yes ❑ `No ❑ Affirmatively Furthering Fair Housing evaluated by FHEO Division, all grantees. No review undertaken. `Correct information noted and/or requested in PYR letter. CDBG ENTITLEMENT NARRATIVES Did the submission include an Assessment of the Relationship of CDBG Funds to the high priority needs/objectives in the plan, including an evaluation of the extent to which CDBG funds were used to benefit LMI persons? Yes ❑ `No ❑ Did Narratives also include: An explanation of the nature of and reasons for any changes in program objectives, and an indication of how the jurisdiction would change its program as a result of its experience? Yes ❑ `No ❑ An evaluation of the extent to which CDBG funds were used to benefit LMI persons? Yes ❑ `No ❑ Assessment of Efforts Made in Carrying Out Planned Actions described in the Consolidated Plan includes a narrative or other information which indicates that. The grantee pursued all resources indicated in the Consolidated Plan. Yes ❑ `No ❑ Certifications for consistency were provided for other HUD programs. Yes ❑ `No ❑ N/A ❑ The grantee did not hinder plan implementation by action or willful inaction. Yes ❑ `No ❑ CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX "F° 144 Did the grantee indicate that it has carried out activities that involved acquisition, rehabilitation or demolition of occupied property triggering the Uniform Relocation Act? *Yes ❑ **No ❑ N/A (no activities) ❑ *Yes: The grantee submitted narratives which identify. The steps taken to minimize the amount of displacement resulting from the CDBG-assisted activities. Yes ❑ **No ❑ N/A (no activities) ❑ Steps taken to identify households, businesses, farms or nonprofit organizations who occupied properties subject to the relocation Act, whether or not they were displaced, and, the nature of their needs and preferences. Yes ❑ **No ❑ N/A (no activities) ❑ Steps taken to endure the timely issuance of information notices. Yes ❑ **No ❑ N/A (no activities) ❑ Did the grantee carry out Economic Development Activities during the reporting period? *Yes ❑ No ❑ *Yes: Job Creation/Retention Economic development jobs as applicable were made available to low- or moderate -income persons. Yes ❑ *No ❑ N/A (job creation/retention objective not employed) ❑ A narrative of actions taken by the grantees and the businesses to ensure first consideration was or will be given to low/mod persons has been provided. Yes ❑ **No ❑ N/A (job creation/retention objective not employed) ❑ A listing by job title of all permanent jobs created/retained and those that were made available to low/mod persons has been provided. Yes ❑ **No ❑ N/A (job creation/retention objective not employed) ❑ Were jobs claimed as being available to low/mod persons that require special skills, work experience, or education? *Yes ❑ No ❑ N/A ❑ Did the grantee include a description of the steps being taken or that will be taken to meet this requirement? Yes ❑ **No ❑ N/A ❑ Did the grantee undertake activities that serve Limited Clientele not falling within one of the categories of presumed limited clientele low/mod benefit? CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX "F° 145 `Yes ❑ **No ❑ "`Can't Tell ❑ *Yes: the grantee provided a narrative description explaining how the nature, location, or other information demonstrates the activities benefit a limited clientele at least 51% of who are low- and moderate -income. Yes ❑ **No ❑ Did the grantee undertake activities during the program year which generated Program Income to revolving funds; from float funded activities; from the sale of real property, other loan repayments; prior period adjustments, loans outstanding or written off, parcels of CDBG-acquired property available for sale, or lump sum drawdown payments? *Yes ❑ No ❑ **Can't Tell ❑ *Yes: narrative information provided. a) the amount of program income which was returned to each revolving fund, b) the amount repaid on each float funded activity, c) all other loan repayments broken down by the categories of housing rehabilitation, economic development, or other, and d) the amount of income received from the sale of property by parcel. Yes (A❑B❑C❑DEI) **No(A❑B❑C❑D❑) Prior Period Adjustments: were reimbursements made this reporting period for expenditures that have been disallowed? *Yes ❑ No ❑ N/A ❑ *Yes: the grantee included narrative information that includes: a) the activity name and number as shown in IDIS, b) the amount returned to the line of credit or program account, and c) if the reimbursement is to be made over multi-year payments, the total amount to be reimbursed and the time period over which the reimbursement is to be made. Yes (A❑B❑CEI ) **No(A❑B❑C❑) Loans and Other Receivables *Yes ❑ No ❑ N/A ❑ Yes: The narrative for Loans and Other Receivables identified: a) Float Funded activities outstanding as of the end of the reporting period, b) the total amount of loans outstanding and the principal balance owed as of the end of the reporting period, c) parcels acquired or improved with CDBG funds that are available for sale as of the end of the reporting period, and d) the number and amount of loans in default for which the balance was forgiven or written off during the reporting period. Yes (A❑B❑C❑DEI) **No(A❑B❑C ❑D❑) Lump Sum Agreements *Yes ❑ No ❑ N/A ❑ *Yes: Information regarding a) the name of the financial institution, b) date the funds were deposited, c) date the use of funds commenced, and d) the percentage of funds disbursed within 180 days of deposit in the institution was provided. CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX "F° 140 Yes (A❑ B ❑ C ❑ D ❑) **No (A ❑ B ❑ C ❑ D ❑ ) Does the grantee have CDBG funded Rehabilitation Programs with completed projects or units? *Yes ❑ No (no CDBG funded Rehab. Program ❑ N/A (no completed projects or units ❑ *Yes: the submission includes: a) a narrative description that identifies the type of program and the number of properties/units completed for each, and b) the total CDBG and other public and private funds involved in the project. Yes (A❑ B❑) **No(A❑B❑) NRSA Does the grantee have an approved neighborhood revitalization strategy? *Yes ❑ No ❑ *Yes: A report of progress against benchmarks was included in the CAPER. Yes ❑ **No ❑ "" Correct information noted and/or requested in PYR letter. Eligibility/national objective, primary objective, planning and administration, and public service worksheets are completed and attached. HOME PJ Worksheet Attached. Yes ❑ No - not a HOME PJ ESG Worksheet Attached: Yes ❑ No - not a recipient of ESG funds HOPWA Worksheet: Yes ❑ No - not a HOPWA grantee CPD Representative /date CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX "F° :L47 ELIGIBILITY/NATIONAL OBJECTIVE WORKSHEET Review each activity listed on the Activity Summary and CAPER Report to determine if the activities are eligible and meet the national objective. Determine if appropriate matrix codes have been utilized and if all criteria for funding have been met. Use this review sheet to list questionable activities for follow-up. After consulting with the grantee, enter the result here. Reclassify any misclassified activities, identify any ineligible activities, and take appropriate corrective or remedial action. CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX "F° 142 PRIMARY OBJECTIVE- OVERALL BENEFIT CALCULATION If national objective codes are incorrect on IDIS reports, please utilize this form to confirm overall benefit. Do the calculation shown below to determine whether the grantee met its certification that at least 70 percent of all CDBG funds expended during one, two, or three consecutive program years, as specified, were for activities benefiting .IM persons. Where the certification is not met, ask for further information and, when necessary, take corrective or remedial action. To calculate the level of overall benefit this year: 1. Figure the amount subject to program benefit: a. Enter the activity expenditures (on line 15 of IDIS Report number C04PR26) b. Subtract P&A expenditures (line 12 of IDIS Report number C04PR26) c. Equals expenditures subject to overall benefit calculation $ 2. Figure the percentage of expenditures benefiting VM Persons: a. Enter amount of expenditures benefiting VM Persons (line 19 IDIS Report number C04PR26) b. Divide by amount subject to program benefit (enter line 1.c). $ c. Equal the percentage of expenditures benefiting :/M Persons. $ 3. Compare the percentage with the overall benefit standard: The percentage should be greater than or equal to 79%, if the grantee chose a one year certification period. Yes ❑ No ❑ For two or three year certification periods Total the cumulative expenditures subject to program benefit and divide by the cumulative expenditures directly benefiting LIM persons (low mod area, limited clientele, housing, andjobs). Ensure that progress is being made towards meeting the requirement within the certification period. Certification period 12 3 years, and program years as identified in the Certifications: , , CAPER Certification period 1 years, Program Year Cumulative Program Expenditures Direct Benefit Expenditures Cumulative totals: / Percentage: CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX "F° 1 I� PLANNING AND ADMINISTRATIVE COST CAP WORKSHEET If IDIS matrix codes are incorrect on any planning and administrative activity, you must verify planning and administrative costs utilizing this form. Calculate the level of planning and administrative cost expenditures according to the steps below. The grantee is required to be within the 20 percent cap. If the grantee has exceeded the cap, ask for further information and, when necessary, take corrective or remedial action. 1. Figure the expenditures cap, a. Enter the grant and program income amount (line 2, plus line 5 in IDIS Report number C04PR26) $ b. Multiplyby 20 percent c. Equals the cap $ 2. Figure this year's P&A expenditures: a. Enter total of expenditures for planning & administration (Part II line 12 of IDIS Report number C04PR26) $ b. Enter total of planning and administrative current year unliquidated obligations (Par V, line 38 of IDIS Report number C04PR26) $0 a�rrnrr��rr.��a d. Enter total of planning and administrative prior year unliquidated obligations (Part V, line 39 of IDIS Report number C04PR26) $0 e. Subtract line 2.d. from 2.c. $ 3. Compare cap (on line 1. c.) with P&A expenditures (on line 2.e.): a. Cap exceeded? Yes ❑ No ❑ b. Divide line 2.e. byline 1.a. If Yes, amount (line 2.e. minus 1.c.) P&A expenditures are less than the cap orequal to it 20 P&A expenditures exceed the cap CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX "F° 1150 PUBLIC SERVICE COST CAP WORKSHEET If matrix codes for public service activities are incorrect on IDIS activity reports, please utilize this form to verify the public service cap calculation. Calculate the level of public service obligations according to the steps below. The grantee is required to be within the 15 percent cap. If the grantee has exceeded the cap, ask for further information and, when necessary, take corrective or remedial action. 1. Figure the obligations cap: a. Enter the grant amount (line 2 of IDIS Report number C04PR26)$ b. Multiply by 15 percent (or by the alternative percentages, if applicable, as described in the note below) X .15 c. Amount d. Enter the amount of program income received in the preceding program year (line 33 of IDIS Report number CO2PR26) $0 e. Multiplyby 15 percent f. Amount $0 g. Total of lines 1.c. and 1.f. equals the cap $ 2. Figure this year's public service obligations: a. Enter total of public service expenditures (Part IV, line 27 of IDIS Report number C04PR26) b. Enter total of public service unliquidated obligations (Part IV, line 28 of IDIS Report number C04PR26) $0 c. Add lines 2.a. and 2.b. d. Enter last year's public service unliquidated obligations (Part IV, line 29 of IDIS Report number C04PR26) $0 e. Subtract line 2.d. from line 2.c. 3. Compare cap (on line 1.g.) with obligations (on line 2.e.): a. Cap exceeded? Yes ❑ No ❑ If Yes, amount (2.e. minus 1.g.): $ b. Add lines 1.a. and 1.d. Divide line 2.e. by sum of line 1.a. and 1.d. Obligations are less than the cap or equal to it Obligations exceed the cap CITY OF NEWPORT BEACH CAPER FOR PROGRAM YEAR 2012-2013 APPENDIX "F° 1151 PUBLIC NOTICE NOTICE OF PUBLIC HEARING AND PUBLIC REVIEW PERIOD CITY OF NEWPORT BEACH DRAFT CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT FISCAL YEAR 2012-2013 NOTICE IS HEREBY GIVEN that the City of Newport Beach, California has prepared the draft Consolidated Annual Performance and Evaluation Report (CAPER) for the Fiscal Year, beginning July 1, 2012, and ending June 30, 2013, as required by the U.S. Department of Housing and Urban Development. A copy of the CAPER will be available for public review from September 9, 2013 to September 24, 2013. PUBLIC HEARING: In addition, the Newport Beach City Council will hold a public hearing to review comments received on the draft CAPER at the following date, time, and location: Date: September 24, 2013 Time: 7:00 PM Location: City Council Chambers, 100 Civic Center Drive, Newport Beach, CA 92660 DESCRIPTION: The draft CAPER provides a detailed account of how the City of Newport Beach utilized its Community Development Block Grant (CDBG) and other funds in Fiscal Year 2012-2013 to pursue the strategies, goals, and objectives proposed in the City's 2012-2013 One Year Action Plan and how well the City addressed the housing and community development needs identified in the City's 2010-2014 Consolidated Plan. PURPOSE: The purpose of the Public Hearing for the CAPER is to allow the public the opportunity to comment on the manner in which the City utilized federal and non-federal funds for the one-year period that ended on June 30, 2013. REVIEW OF THE CAPER DOCUMENT: Copies of the draft CAPER will be available for public review and comment from September 9, 2013, to September 24, 2013 at the following locations: City Clerk's Office: City of Newport Beach, 100 Civic Center Dr., Newport Beach, CA Community Development Dept.: City of Newport Beach, 100 Civic Center Dr., Newport Beach, CA Central Library: 1000 Avocado Avenue, Newport Beach, CA Questions and written comments regarding the draft CAPER may be addressed to Clint Whited, CDBG Consultant, at 100 Civic Center Drive, Newport Beach, CA 92660. You may also call (909) 476-6006 ext. 115 with any questions concerning the above documents. ACCESSIBILITY TO MEETINGS AND DOCUMENTS: It is the objective of the City to comply with, Section 504 of the Rehabilitation Act of 1973, as amended, the Americans with Disabilities Act (ADA) of 1990 and the ADA Amendment Act of 2008, the Fair Housing Act, and the Architectural Barriers Act in all respects. If you require public documents in an accessible format, the City will make reasonable efforts to accommodate your request. If you require a disability -related accommodation to attend or participate in a hearing or meeting, including auxiliary aids or services, please contact the City Clerk's Office at least 48 hours prior to the meeting at (949) 644-3005. Cristal McDonald, Deputy City Clerk City of Newport Beach Published: Daily Pilot, September 6, 2013 PROOF OF PUBLICATION STATE OF CALIFORNIA) ) SS. COUNTY OF ORANGE ) I am a citizen of the United States and a resident of the County of Los Angeles; I am over the age of eighteen years, and not a party to or interested in the notice published. I am a principal clerk of the NEWPORT BEACH/COSTA MESA DAILY PILOT, which was adjudged a newspaper of general circulation on September 29, 1961, case A6214, and June 11, 1963, case A24831, for the City of Costa Mesa, County of Orange, and the State of California. Attached to this Affidavit is a true and complete copy as was printed and published on the following date(s): Friday, September 6, 2013 I certify (or declare) under penalty of perjury that the foregoing is true and correct. Executed on October 4, 2013 at Los Angeles, California ■•■�f/I• L �naVt'LCM'� Signature NOTICE OF PUBLIC HEARING AND PUBLIC RFAEWPERIOD CITY OF NEWPORT BIACH DRAFT CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT FISCAL YEAR 2012-2013 NOTICE IS HEREBY GIV- EN that the City of New Eorniport Beach, CaII- a has prepared the draft Consolidated Annual Performance and Evaluation Report (CAPER) for the Fiscal Year, beginning July 1, 2012; and ending June 30, 2013, as re- quired by the U S.. De- partmerd of Dousing and Urban Dsvelx- Ment. A copy of the CAPER will be available for public re- view From September 9, 2043 to September 24, 2013, PUBLIC HEARING: In addition, the Newp6rt Beach City Council will hold a public hearing to review comments re- ceived on the draft CAPER at the following date,time, and location: Data:. September 24, 2013 Tlmec 7:00 PM Location: City Council Chambers, 100 Civic Center Drive, Newport Beach, CA 92660 DESCRIPTION: The draft CAPER provides a de- tailed account of how the City of Newport Beach utilized its Com- munity 'Development Block Grant (CDBG) and other funds in Fiscal Year 2012-2013 to pur- sue the strategies, goals, and objectives proposed in the City's 2DI2-2D13 One Year Ac- tfanP,lan and how well the City addressed the housing and community development needs identifiedin the City's 2010-2014 Consolidated Plan. PURPOSE: The purpose of the Public Hearing for the CAPER is to allow .the public the opportu- nity to comment on the manner in which the NT: Copies of CAPER will be for -public re - comment from r 9, 2013, to r 24, 2013 at ing locations: ark's Office: ewport Beach, Center Dr., Mont Dept.: City of Newport Beach, 100 Civic Center ❑r.,. New- port Beach, CA Central Library: 1000 Avocado Avenue, New- port Beach., CA . Ouestions and written addressed to Clint Whited, CDBG Consul- tant, at 100 Civic Center Drive, Newport Beach, CA'92660. You may also call (909) 476-6006 ext. 115 with any Questions concerning the above documents. ACCESSIBILITY TO MEETINGS, AND DOC- UMENTS: It is the ob- jective of the City to comply with, Section 504 of the Rehabilitation Act of 1973, as amended, the Americans with Disabilities Act (ADA) of 1990 and the ADA Amendment Act of 2008, the Fair Housing Act, and the Architec- tural Barriers Act in all respects. If you require public documents in an accessible format, the City will make reason- able efforts to accom- modate•your request. If you require a disability - related accommodation to attend or participate in a hearing or meeting, including auxiliary aids or services, please con-. tact the 'City Clerk's Office at least 48 hours prior to the meeting at (949) 644-3005. /s/Cristal .McDonald, Deputy City Clerk City of Newport Beach Published: Daily Pilot, Seafember 6.2013 _2 W <c� a3 m PcD s -l: Ca