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HomeMy WebLinkAbout22 - CDBG Program Year 2016-2017, Consolidated Annual Performance and Evaluation ReportP0 m CITY OF z NEWPORT BEACH City Council Staff Report September 12, 2017 Agenda Item No. 22 TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL FROM: Seimone Jurjis , Community Development Director — 949-644-3282, siuriis(d_)newportbeachca.gov PREPARED BY: James Campbell, Principal Planner Jcam pbelI(a)_newportbeachca.gov PHONE: 949-644-3210 TITLE: Community Development Block Grant Program Year 2016-2017, Consolidated Annual Performance and Evaluation Report ABSTRACT: The U.S. Department of Housing and Urban Development (HUD) requires the City of Newport Beach to prepare and submit a Consolidated Annual Performance and Evaluation Report (CAPER) to describe the City and its subrecipients' progress in meeting the goals established in the Program Year 2016-2017 Action Plan that was approved by the City Council on May 10, 2016. This report must be submitted to HUD on or before September 28, 2017. The Program Year 2016-2017 CAPER was prepared and made available for the HUD -required 15 -day public review and comment period, which began on August 27, 2017, and concludes with the public hearing before the City Council on September 12, 2017. RECOMMENDATION: a) Hold a public hearing to receive comments on the Program Year 2016-2017 CAPER; b) Determine that the action is exempt from the California Environmental Quality Act (CEQA) pursuant to Sections 15060(c)(2) and 15060(c)(3) of the CEQA Guidelines because it will not result in a physical change to the environment, directly or indirectly; c) Approve the Program Year 2016-2017 CAPER; and d) Direct the City Manager or his designee to submit the Program Year 2016-2017 CAPER to the U.S. Department of Housing and Urban Development (HUD). FUNDING REQUIREMENTS: There is no fiscal impact related to this item 22-1 Community Development Block Grant Program Year 2016-2017, Consolidated Annual Performance and Evaluation Report September 12, 2017 Page 2 DISCUSSION: On August 26, 2017, the City published a notice in the Daily Pilot informing the general public that the Draft 2016-2017 CAPER would be available for review and comment from August 27, 2017 to September 12, 2017. 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 CDBG Citizen Participation Plan requires that a public hearing is held to receive comments from interested parties regarding the CAPER. This public hearing addresses the CDBG citizen participation requirement. The 2016-2017 CDBG allocation from HUD was $359,743. The table below shows the annual CDBG budget (as amended May 10, 2017) and expenditures. FY 2016-2017 Program Categories Public Service Activities Capital Improvement Project Section 108 Loan Repayment Program Administration & Fair Housing Total Budget Expenditures $ 53,900 $ 49,946.41 $161,606 $161,605.05 71,947 $ 71,947.70 $287,453 $283,499.16 The accomplishments for this year include, but are not limited to, implementation of a senior mobile meals program serving 94 residents, a homelessness prevention program serving 202 residents, fair housing services for 123 residents, special needs domestic violence services serving 7 residents, and scheduled debt service payments on the Section 108 loan that funded prior public improvements in Balboa Village. A more detailed explanation of accomplishments can be found in the attached Draft 2016-2017 CAPER. ENVIRONMENTAL REVIEW: Staff recommends the City Council find this action 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 August 26, 2017. 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). ATTACHMENT: Attachment A — Draft Consolidated Annual Performance and Evaluation Report (CAPER) for the 2016-2017 Program Year 22-2 Attachment A Draft Consolidated Annual Performance and Evaluation Report (CAPER) For the 2016-2017 Program Year 22-3 /off PO� DRAFT City of Newport Beach Program Year 2016-2017 Consolidated Annual Performance and Evaluation Report (CAPER) September 12, 2017 Prepared by: r -I LLDM As—late -Inc. 22-4 Table of Contents CR -05 - Goals and Outcomes.......................................................................................................... 1 CR -10 Racial and Ethnic Composition of (person/households/families) Assisted ......................... 5 CR -15 Resources and Investments.................................................................................................. 6 CR -20 Affordable Housing............................................................................................................... 9 CR -25 Homeless and Other Special Needs................................................................................... 13 CR -30 Public Housing.................................................................................................................... 17 CR -35 Other Actions...................................................................................................................... 19 CR -40 Monitoring.......................................................................................................................... 28 CR -45 CDBG................................................................................................................................... 30 Appendices AppendixA — Public Notices........................................................................................................... A Appendix B — Summary of Citizen Participation Comments........................................................... B AppendixC — IDIS Reports.............................................................................................................. C 22-5 CR -05 - Goals and Outcomes Progress the jurisdiction has made in carrying out its strategic plan and its action plan. 91.520(a) The City of Newport Beach has prepared the 2016-2017 Consolidated Annual Performance and Evaluation Report (CAPER) as required by the U.S. Department of Housing and Urban Development (HUD) which describes the use of federal Community Development Block Grant (CDBG) funds during the second program year of the 2015-2019 Consolidated Plan period, covering July 1, 2016 to June 30, 2017. The City receives CDBG funds from HUD on a formula basis each year, and in turn, implements projects and also awards grants to nonprofit, for-profit or public organizations for projects in furtherance of the adopted Consolidated Plan. The CDBG program generally provides for a range of eligible activities for the benefit of low- and moderate -income Newport Beach residents. For the 2016-2017 program year, the City received $359,743 of CDBG funds from HUD, which were combined in the Action Plan with $27,367 of unexpended CDBG funds from prior years for a total investment of $388,285. In the original Action Plan the City allocated all available funds; however, the City Council approved a Substantial Amendment to the Action Plan 2016-2017 on May 9, 2017 cancel the West Newport Recreation Facility. As a result, $100,831 was reprogrammed to a new eligible activity in the 2017-2018 Action Plan. The revised total amount allocated this fiscal year is $287,454. This investment of CDBG funds was a catalyst for positive change in the community. Together with other federal, state and local investments, HUD resources allowed the City and its partners to: • Provide fair housing services to 123 residents • Provide homelessness prevention and assistance services to 202 residents • Provide special needs services such as community domestic violence to 7 residents • Provide public services such as home delivered meals to 94 senior residents • Provide funds for Section 108 Loan Repayment Table 1 provides a summary of the five-year and one-year accomplishments for the period ending June 30, 2017, arranged by each of the Strategic Plan Goals included in the 2015-2019 Strategic Plan of the Consolidated Plan. City of Newport Beach 2016-2017 CAPER 1 OMB Control No: 2506-0117 (exp. 06/30/2018) 22_6 Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g) Table 1- Accomplishments — Program Year & Strategic Plan to Date City of Newport Beach 2016-2017 CAPER OMB Control No: 2506-0117 (exp. 06/30/2018) 22-7 5 -Year Strategic Plan 2016-2017 Program Year No. 2 2016-2017 Unit of Percent Percent Goal Category Indicator Amount Measure Expected Actual Expected Actual Complete Complete Fair Housing Affordable CDBG: Other Other 600 268 44.60% 200 123 61.00% Services Housing $12,000 Homelessness CDBG: Homelessness Persons Prevention Homeless 800 445 55.60% 165 202 122.40% $15,000 Prevention Assisted Services Public Facility or Infrastructure Activities Persons Public Facilities Non -Housing other than 8,595 0 0.00% 0 0 0.00% CDBG: Assisted and Section 108 Community Low/Moderate Income $161,606Housing Debt Service Development Benefit Other Other 5 2 40.00% 1 1 100.00% Public service activities Non -Housing CDBG: other than Persons Public Services Community 700 233 33.20% 133 124 93.00% $31,000 Low/Moderate Income Assisted Development Housing Benefit Public service activities Special Needs Non -Homeless CDBG: other than Persons 50 18 36.00% 10 7 70.00% Services Special Needs $7,900 Low/Moderate Income Assisted Housing Benefit Planning Planning and CDBG: Other Other N/A N/A N/A N/A N/A N/A Administration $59,948 City of Newport Beach 2016-2017 CAPER OMB Control No: 2506-0117 (exp. 06/30/2018) 22-7 Assess how the jurisdiction's use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified. During the program year, the City and local nonprofit organizations made progress on several 2016-2017 activities. All CDBG funded activities addressed specific high priority objectives identified in the 2015-2019 Consolidated Plan. The majority of CDBG funds were allocated to the West Newport Recreation Facility activity and Section 108 Loan Repayment activity. However, as mentioned in the prior section, the West Newport Recreation Facility activity was canceled and the funds were reprogrammed to another eligible activity during Program Year 2017-2018. The City successfully utilized its CDBG funds allocated for public services to address the annual goals established for the program year. Such public services included fair housing services, homelessness prevention services, special needs services and other public services benefitting low- and moderate -income residents. Public service activities were carried out by nonprofit organizations. All the activities funded during the program year are listed in Figure 1, including the amount of CDBG funds allocated to the activity and the amount spent as of June 30, 2017. Figure 2 provides the numeric accomplishment goal and the accomplishments as of June 30, 2017. Figure 1— Use of CDBG Funds 2016-2017 Strategic Plan Goal / Activity Source Allocation Spent through Percent 6/30/17 Spent 1. Fair Housing Services Fair Housing Services 2. Public Services Age Well Senior Services: Home Delivered Meals Council on Aging -SC: Long Term Care Ombudsman 3. Special Needs Services Human Options: Community Domestic Violence Services 4. Homelessness Prevention Services Families Forward Housing Program S. Public Facilities and Infrastructure Improvements West Newport Recreation Facility - CANCELED 6. Public Facilities and Section 108 Debt Service Section 108 Loan Repayment 7. Planning and Administration CDBG Administration City of Newport Beach CDBG $12,000.00 $11,999.70 99.99% CDBG $25,000.00 $25,000.00 100.00% CDBG $6,000.00 $6,000.00 100.00% CDBG $7,900.00 $3,946.41 49.95% CDBG $15,000.00 $15,000.00 100.00% CDBG $0.00 $0.00 0.00% CDBG $161,606.00 $161,605.05 99.99% CDBG $59,948.00 $59,948.00 100.00% Total for all Goals: $287,454.00 $283,499.16 98.62% 2016-2017 CAPER 3 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-8 Figure 2 — Program Year Accomplishments by Strategic Plan Goal 2016-2017 Strategic Plan Goal / Activity Unit of Measure Expected Actual 1. Fair Housing Services Fair Housing Services People 200 123 2. Public Services Age Well Senior Services: Home Delivered Meals People 98 94 Council on Aging -SC: Long Term Care Ombudsman People 35 30 3. Special Needs Services Human Options: Community Domestic Violence People 15 7 4. Homelessness Prevention Services Families Forward Housing Program People 165 202 S. Public Facilities and Infrastructure Improvements West Newport Recreation Facility - CANCELED Businesses 0 0 6. Public Facilities and Section 108 Debt Service Section 108 Loan Repayment Other 1 1 7. Planning and Administration CDBG Administration N/A N/A N/A *Note: May 9, 2017 Substantial Amendment canceled the West Newport Recreation Facility Activity. In addition, the actual goals figure represents the number of unduplicated persons assisted. Some received multiple or ongoing services throughout the year, such as the Home Delivered Meals Program. City of Newport Beach 2016-2017 CAPER 4 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-9 CR -10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted). 91.520(a) Table 2 — Assistance to Racial and Ethnic Population by Source of Funds *Note: The data in this table is supplied by HUD's database and reports from the Fair Housing Foundation. The figures in this table represent the sum of the reported number of people, families, households or housing units reported during the fiscal year, without regard to the number of people in each family, household or housing unit. Narrative Table 2 provides an aggregate of race and ethnicity data for the combined number of people, families, households or housing units served during the program year based on accomplishment data from all CDBG activities reported in HUD's Integrated Disbursement and Information System (IDIS). City of Newport Beach 2016-2017 CAPER 5 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-10 CDBG White 361 Black or African American 59 Asian 12 American Indian or Alaskan Native 8 Native Hawaiian or Other Pacific Islander 1 Other Multi -Racial 15 Total 456 Hispanic 137 Non -Hispanic 319 *Note: The data in this table is supplied by HUD's database and reports from the Fair Housing Foundation. The figures in this table represent the sum of the reported number of people, families, households or housing units reported during the fiscal year, without regard to the number of people in each family, household or housing unit. Narrative Table 2 provides an aggregate of race and ethnicity data for the combined number of people, families, households or housing units served during the program year based on accomplishment data from all CDBG activities reported in HUD's Integrated Disbursement and Information System (IDIS). City of Newport Beach 2016-2017 CAPER 5 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-10 CR -15 - Resources and Investments 91.520(a) Identify the resources made available Table 3 – Resources Made Available Narrative The CDBG resources made available included $359,743 of CDBG formula grant funds and $27,367 of unexpended CDBG funds from prior years for a total of $388,285. As indicated under Section CR -05, due to a Substantial Amendment, the total amount allocated to activities this program year was $287,454. The City will utilize all unexpended funds to an eligible capital improvement during Program Year 2017-2018 as specified in the approved 2017-2018 Action Plan. Identify the geographic distribution and location of investments Table 4 – Identify the geographic distribution and location of investments Target Area Resources Made Actual Percentage of Narrative Description Amount Expended Source of Funds Available Citywide 100% 100% During Program Year 2016-2017 CDBG $287,454 $283,499 Narrative The CDBG resources made available included $359,743 of CDBG formula grant funds and $27,367 of unexpended CDBG funds from prior years for a total of $388,285. As indicated under Section CR -05, due to a Substantial Amendment, the total amount allocated to activities this program year was $287,454. The City will utilize all unexpended funds to an eligible capital improvement during Program Year 2017-2018 as specified in the approved 2017-2018 Action Plan. Identify the geographic distribution and location of investments Table 4 – Identify the geographic distribution and location of investments Target Area Planned Percentage of Actual Percentage of Narrative Description A Allocation Allocation Citywide 100% 100% Citywide Area Narrative During 2016-2017, the City expended CDBG funds in a manner consistent with the National Objectives of the program. 100 percent of the CDBG funds expended were for activities that benefit low to moderate income persons. The percentage includes Administration and Planning activities. The City's investments in Fair Housing Services, Public Services, Special Needs Services and Homelessness Prevention Services projects are based on a citywide geography because individuals in need of these services may live anywhere within the jurisdiction—particularly services for special needs populations such as victims of domestic violence. City of Newport Beach 2016-2017 CAPER 6 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-11 Prior to the current amended Consolidated Plan, the only exception to this approach was for CDBG projects that were qualified on a low- and moderate -income area basis where a specific proportion of the residents within the service area must be low- and moderate -income residents, such as the 2016-2017 West Newport Recreational Facility project and the 2015-2016 Commercial Facade Improvement project. Both projects were canceled through the amendment to the 2015-2019 Consolidated Plan and 2015-2016 and 2016-2017 Action Plans. Leveraging Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan. The City used CDBG funds to leverage appropriate state, local and private resources secured by each nonprofit organization providing public services. In addition, the City will seek to leverage other sources including but not limited to those listed below and as outlined in the Consolidated Plan. State Resources • State Low -Income Housing Tax Credit Program • Building Equity and Growth in Neighborhoods Program (BEGIN) • CalHome Program • Multifamily Housing Program (MHP) • Housing Related Parks Grant • CaIHFA Single and Multi -Family Program • Mental Health Service Act (MHSA) Funding Local Resources • Orange County Housing & Finance Agency (OCHFA) Funding • Southern California Home Financing Authority (SCHFA) Funding • Orange County Continuum of Care Program • Orange County Housing Authority (OCHA) Programs Private Resources • Federal Home Loan Bank Affordable Housing Program (AHP) • Community Reinvestment Act Programs • United Way Funding • Private Contributions During the 2016-2017 Program Year, the City's nonprofit public service organizations used CDBG funds in conjunction with over $5.7 million of other federal, state and local funds to implement their programs. City of Newport Beach 2016-2017 CAPER 7 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-12 Matching Requirements The CDBG program does not require matching funds. Publicly Owned Land or Property The City owned one property in Balboa Village known as the Balboa Theater. The property was acquired in the 1990s with CDBG funds as part of an economic revitalization strategy in place at that time. The City was able to sell the property. In consultation with the HUD Los Angeles Field Office, the City was authorized to use the proceeds of the sale of the Balboa Theater to address the needs of the current Consolidated Plan. The Consolidated Plan was amended to reflect this new resource upon completion of the property sale in the fall of 2016. In addition, the City was authorized to maintain the net sales proceeds in its local account. The funds will be utilized during the Program Year 2017-2018 to implement ADA improvements throughout the City. City of Newport Beach 2016-2017 CAPER 8 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-13 CR -20 - Affordable Housing 91.520(b) Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderate -income, and middle-income persons served. Table 5- Number of Households Supported Table 6 - Number of Households Supported One -Year Goal Actual Number of homeless households to be provided 0 0 affordable housing units Number of non -homeless households to be provided 0 0 affordable housing units Number of special -needs households to be provided 0 0 affordable housing units Total 0 0 Table 6 - Number of Households Supported City of Newport Beach 2016-2017 CAPER 9 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-14 One -Year Goal Actual Number of households supported through rental 0 0 assistance Number of households supported through the 0 0 production of new units Number of households supported through the rehab of 0 0 existing units Number of households supported through the 0 0 acquisition of existing units Total 0 0 City of Newport Beach 2016-2017 CAPER 9 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-14 Discuss the difference between goals and outcomes and problems encountered in meeting these goals. Two high priority affordable housing needs were identified in the 2015-2019 Consolidated Plan. The City of Newport Beach will continue to use non-CDBG funding sources such as the local Affordable Housing Fund to address the following goals: Expand the Supply of Affordable Housing Based on evaluation of 2007-2011 ACS and CHAS data, there is a high need for additional rental housing units affordable for households earning less than 50 percent of AMI. Of the households earning 0-80 percent of AMI, 7,790 are cost burdened households — meaning households paying more than 30 percent of their income for housing. Additionally, 5,805 of the cost burdened households are considered severely cost burdened households — meaning that they pay more than 50 percent of their income for housing. Of the 5,805 severely cost burdened households, 3,580 are renters, representing the City's worst-case housing need. Of those severely cost burdened renter households, 2,945 households earn less than 50 percent of AMI and are considered the most at risk of becoming homeless. The City will continue to use its Affordable Housing Fund and other available options under the State Density Bonus law to create additional affordable housing. Preserve the Supply of Affordable Housing As the City's housing stock ages, a growing percentage of housing units may need rehabilitation to allow them to remain safe and habitable. The situation is of particular concern for low- and moderate -income homeowners who are generally not in a financial position to properly maintain their homes. The age and condition of Newport Beach's housing stock is an important indicator of potential rehabilitation needs. Preservation of the physical and functional integrity of existing housing units occupied by low- and moderate -income households is a cost-effective way to invest limited resources to retain existing housing units that are already affordable to low- and moderate -income households in the community. In addition, at the point of adoption of the 2016-2017 Action Plan, the City addressed affordable housing needs through fair housing services to ensure equal access to housing opportunities to low- and moderate -income people and by providing support to homelessness prevention and special -needs services through the following activities: • Fair Housing Foundation – Fair Housing Services assisted 123 people This agency addressed the priority need of ensuring equal access to housing opportunities. • Families Forward – Housing Program assisted 202 people This agency addressed the priority need of preventing and eliminating homelessness • Human Options - Community Domestic Violence program assisted 7 people This agency addressed the priority need of public services for residents with special needs. City of Newport Beach 2016-2017 CAPER 10 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-15 Discuss how these outcomes will impact future annual action plans. The outcomes of this priority need will not impact future annual action plans since the City will use other source of funds for affordable housing programs as indicated in the Consolidated Plan. Include the number of extremely low-income, low-income, and moderate -income persons served by each activity where information on income by family size is required to determine the eligibility of the activity. Table 7 — Number of Persons Served Number of Persons Served CDBG Actual Extremely Low-income 0 Low-income 0 Moderate -income 0 Total 0 Narrative Information The Strategic Plan identified two high priority needs to expand the supply of affordable housing and preserve the supply of affordable housing. The Consolidated Plan indicated that CDBG funds will not be used for affordable housing. The City will continue to use other funding sources and methods to create affordable housing opportunities such as the Affordable Housing Fund and the State Density Bonus law. In addition, as outlined in the adopted 2015- 2019 Consolidated Plan, the City will continue to provide CDBG funds to support fair housing services, homelessness prevention programs and special needs services. The City continues to work to expand the supply of affordable housing. In 2016, the City granted a Density Bonus that will result in 455 total units at Uptown Newport, of which 92 units will be affordable to very low income households. The affordable units may be available as soon as 2018. As a result of the City's former Inclusionary Housing Ordinance, the City collected approximately $4.2 million in the Affordable Housing Fund. The fees were paid by developers of residential housing in -lieu of providing affordable units. The purpose of the Affordable Housing Fund is to construct, rehabilitate or subsidize affordable housing or assist other governmental entities, private organizations or individuals to provide or preserve affordable housing. On April City of Newport Beach 2016-2017 CAPER 11 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-16 29, 2015, the City published a Request for Proposals for the use of the Affordable Housing Fund toward affordable housing development or programming. The City received three proposals discussed below that ultimately were recommended for funding from an evaluation panel and the City's Affordable Housing Task Force. • Newport Shores Project: An agreement with Community Development Partners granting $1,975,000 to assist with the acquisition, rehabilitation and conversion of an existing 12 - unit apartment building located at 6001 Coast Boulevard for affordable housing. This project is currently in the process of securing additional financing. • Senior Home Repair Program: The City granted up to $600,000 to Habitat for Humanity Orange County for the purpose of establishing a critical home repair program for lower- income seniors. This program is active and is now accepting applications. One homeowner request has been approved and is in the process of receiving assistance. • Seaview Lutheran Plaza Rehabilitation: The City Council approved an agreement granting $800,000 to Seaview Lutheran Plaza to rehabilitate 100 apartment bathrooms to include ADA toilets, removal of tubs, installation of new showers with safety grab bars, new flooring and paint. The project was in progress during the 2016-2017 Program Year. City of Newport Beach 2016-2017 CAPER 12 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-17 CR -25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction's progress in meeting its specific objectives for reducing and ending homelessness through: Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs As stated in prior years, the City of Newport Beach will continue to support the efforts of Orange County Continuum of Care (CoC) and its member organizations that address homelessness throughout Orange County. According to the Ten -Year Plan to End Homelessness in Orange County adopted in 2012 (Ten - Year Plan), the CoC is in the process of implementing several regional strategies that will enhance local coordination to more effectively assist people in need. To more rapidly identify and assess people experiencing homelessness, the CoC is working to create regional homeless access centers that will offer fully coordinated systems of outreach and will facilitate universal assessment, intake, referral and transportation to resources. The CoC is also developing resources of information (such as 2-1-1) to better serve individuals who are homeless or at risk of becoming homeless. In addition, the CoC is working to implement a database using real time information from intake and assessment that is housed in the Homeless Management Information System (HIMS). Collectively these strategies will help minimize duplication of effort and better connect the most vulnerable individuals and families, chronically homeless, and people at risk of becoming homeless to appropriate resources. To reach out to unsheltered homeless persons and assess their individual needs for the purpose of connecting them with available emergency shelter and transitional housing resources, the City of Newport Beach, through its Planning Division provided information and referrals — primarily to 2-1-1 Orange County. Additionally, to reduce and end homelessness, the City of Newport Beach provided CDBG funds for the following public service activities: • Families Forward – Housing Program assisted 202 people This agency helped addressing the priority need of preventing and eliminating homelessness. • Human Options - Community Domestic Violence program assisted 7 people This agency helped addressing the priority need of public services for residents with special needs. Addressing the emergency shelter and transitional housing needs of homeless persons The ultimate solution to ending homelessness is transitional to permanent housing closely aligned with supportive services that ensure housing stability can be maintained. However, City of Newport Beach 2016-2017 CAPER 13 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-18 because the demand for affordable housing far outpaces the region's supply, the CoC continues to rely on its emergency and transitional housing system in order to address the immediate needs of Orange County's homeless population. In 2013, the CoC and County identified $4.5 million in local funds to support the development of year-round emergency shelters and multi -service centers in Orange County. Over the next five years the CoC and the County will continue to search for an appropriate location for this new shelter. For transitional housing, the Ten -Year Plan recognizes a need to maintain a level of transitional housing for the target populations that benefit most from a staged approach to housing, such as mentally ill and chronically homeless individuals. While the CoC continues to support transitional housing in special circumstances, the CoC is currently examining ways to shorten stays in emergency shelters and transitional housing so that resources may be used for rapid re- housing or placement in permanent supportive housing. Other organizations in the CoC also address the emergency shelter and transitional housing needs of homeless persons which include Orange Coast Interfaith Shelter, Orange County Rescue Mission and WISEPlace. Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs An individual or family is considered to be at -risk of becoming homeless if it experiences extreme difficulty maintaining their housing and has no reasonable alternatives for obtaining subsequent housing. Homelessness often results from a complex set of circumstances that require people to choose between food, shelter and other basic needs. Examples of common circumstances that can cause homelessness include eviction, loss of income, insufficient income, disability, increase in the cost of housing, discharge from an institution, irreparable damage or deterioration to housing, and fleeing from family violence. Orange County's current CoC system encourages services aimed at reducing incidences of homelessness for those receiving public assistance and individuals likely to become homeless after being discharged from publicly funded institutions and systems of care, including: • Emergency Rental and Utility Assistance: Short-term financial assistance to prevent eviction and utility shut-off. • Credit Counseling: Financial counseling and advocacy to assist households to repair credit history. City of Newport Beach 2016-2017 CAPER 14 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-19 • Legal/Mediation Services: Tenant -landlord legal/mediation services to prevent eviction. • Food Banks and Pantries: Direct provision of food, toiletries and other necessities. • Transportation Assistance: Direct provision of bus vouchers and other forms of transportation assistance. • Clothing Assistance: Direct provision of clothing for needy families and individuals. • Prescription/Medical/Dental Services: Direct provision of prescription, medical and dental services. • Workforce Development: Direct provision of job training services designed to develop and enhance employment skills, as well as to help clients secure and retain living wage jobs. • Information & Referral Services: Direct provision of 24-hour/7-days-a-week call center services to provide health and human service information to at -risk populations. • Recuperative care for homeless individuals who become ill or injured. In addition, the City provided CDBG funds to nonprofit organizations to meet the goals of the Consolidated Plan. The following is a detailed description of services provided by each organization per activity and according to the Action Plan: Families Forward — Housing Programs The Families Forward Housing Program transitions homeless families from crisis to stability and self-sufficiency. Services include housing, counseling, food, career coaching, life -skills, education and acquisition of permanent housing. Individualized self-sufficiency plans are developed with case managers, and progress is monitored on a regular basis at monthly case management meetings. Depending on financial capacity, families will pay 0-30% of their income in rent. Transitional housing ranges from 1-24 months. Case managers conduct pre and post program surveys to document this data. Additionally, services provided through this program are mentioned through ClientTrack, HMIS-compliant client data system, at regular intervals. Families Forward assisted 202 people. Human Options - Community Domestic Violence Human Options offers a wide variety of services to help victims heal and find a way forward from the effects of domestic violence. The Human Options Family Healing Center is an on-site short-term transitional housing program with five self-contained apartments for abused women and their children who have successfully completed the 30-45 day emergency shelter program and are eligible to participate in the Family Healing Center program for up to three months. Human Options assisted 7 people. Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were City of Newport Beach 2016-2017 CAPER 15 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-20 recently homeless from becoming homeless again The City of Newport Beach continues to support CoC efforts. The 2015-2019 Strategic Plan prioritized the use of CDBG funds to support activities implemented by local nonprofit organizations that provide services to help prevent and eliminate homelessness, including families at risk of homelessness. To address the needs of homeless families, families with children, veterans and their families, the City provided funds to support the Families Forward Housing Program, which provides transitional housing, counseling and case management to families at risk of homelessness. When paired with financial counseling, career coaching and other available case management services, Families Forward makes certain that families are ready to succeed in their transition to permanent housing. City of Newport Beach 2016-2017 CAPER 16 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-21 CR -30 - Public Housing 91.220(h); 91.320(j) Actions taken to address the needs of public housing Newport Beach is within the service area of the Orange County Housing Authority (OCHA) for the purposes of Section 8 and Public Housing. The data presented below is for Newport Beach and the narrative responses address the needs for the entire county, with specific references to the City of Newport Beach. As of April 2017, OCHA administered a total of 9,240 Housing Choice Vouchers throughout Orange County. Of these, 97 were issued to Newport Beach residents. Families received 26 housing vouchers, 15 housing vouchers were issued to households that included persons with disabilities, and 56 housing vouchers were issued to elderly households. Actions planned during the next year to address the needs to public housing During the current five-year planning period, OCHA's goals are: • Apply for additional housing assistance funding and programs that may become available. • Explore the use of Project -Based Housing Choice Vouchers or other housing funds to promote the construction or acquisition activities that will result in additional units or developments that will serve special needs populations. • Ensure consistent quality of assisted housing services by maintaining high performer status in Section Eight Management Assessment Program (SEMAP) scores. • Promote Family Self -Sufficiency incentives and homeownership opportunities for Housing Choice Voucher participants in partnership with local programs and related service providers. • Expand assisted housing choices by conducting outreach efforts to increase the number of property owners and their participation in housing assistance programs. • Identify and utilize technology to enhance operational effectiveness and efficiency in delivery of housing assistance services Actions taken to encourage public housing residents to become more involved in management and participate in homeownership OCHA supports resident councils and actively seeks input from PHA residents on the management and implementation of OCHA policies and procedures. City of Newport Beach 2016-2017 CAPER 17 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-22 Housing prices in Orange County are so high that homeownership opportunities are limited for OCHA residents. On a limited basis, OCHA has partnered with Habitat for Humanity to provide two affordable homeownership units, but these types of efforts are limited. OCHA also manages a Housing Choice Voucher Homeownership Program that it markets to all OCHA program tenants. Actions taken to provide assistance to troubled PHAs Not applicable. OCHA is designated as a High Performing PHA. City of Newport Beach 2016-2017 CAPER 18 OMB Control No: 2506-0117 (exp. 06/30/2018) 22_23 CR -35 - Other Actions 91.220(j) -(k); 91.320(i) -(j) Actions taken to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment. 91.220 (j); 91.320 (i) Based on the Consolidated Plan Needs Assessment Survey, the 2013-2021 Housing Element and market analysis, the primary barriers to affordable housing in Newport Beach are housing affordability and the lack of monetary resources necessary to develop and sustain affordable housing. The City evaluated significant public policies affecting affordable housing development such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges and growth limitations. Based on this evaluation, the City determined that it has taken all appropriate and necessary steps to ameliorate the negative effects of public policies that may have been a barrier to affordable housing. Moreover, to address housing affordability and the lack of monetary resources for affordable housing, the City will continue to invest Affordable Housing Fund resources to incentivize the development of affordable housing during the five-year period of the Consolidated Plan. In addition, the City will continue to work with the County and refer low- and moderate income residents for participation in their Housing Rehabilitation Program. Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) The primary obstacles to meeting the underserved needs of low- and moderate -income people include lack of funding from federal, state and other local sources, and the high cost of housing that is not affordable to low-income people. To address these obstacles, the City invested CDBG funds through the 2016-2017 Action Plan in projects that provide assistance to those with special needs, projects that prevent homelessness, and strengthen economic opportunities for low- and moderate -income residents. Additionally, the City allocated 100 percent of its non -administrative CDBG investments for program year 2016-2017 to projects and activities that benefit low- and moderate -income people or people presumed under HUD regulations to be low- and moderate - income. The following are the activities funded this program year: Fair Housing Foundation — Fair Housing Services The Fair Housing Foundation provided fair housing and landlord/tenant mediation to ensure universal access to fair housing to low and moderate income residents. This agency assisted 123 people. City of Newport Beach 2016-2017 CAPER 19 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-24 Age Well Senior Services Home - Delivered Meal Program Provided home delivered meals to seniors and disabled persons to reduce the possibility of institutionalization. This agency assisted 94 seniors. Council on Aging of Southern California - Long Term Care Ombudsman Provided services as ombudsman of Long -Term Care facilities and act on behalf of those seniors unable to advocate for themselves. The agency receives over 60% of complaints during Ombudsman regular unannounced visits. This program addresses the growing problem of abuse and neglect of the elderly in Long -Term Care facilities. This agency assisted 30 seniors. Families Forward - Housing Programs Provided assistance to transit homeless families and at risk to become homeless families from crisis to stability and self-sufficiency. Services include housing, counseling, food, career coaching, life -skills, education and acquisition of permanent housing. This agency assisted 202 people. Human Options — Community Domestic Violence Program Provided a wide variety of counseling and educational programs to help victims and their family members deal with the effects of domestic violence. Services also include emergency shelters and transitional housing if needed. This agency assisted 7 people. Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) The City of Newport Beach does not currently implement a Residential Rehabilitation Program with CDBG funds; however, if such a program is implemented in the future, the City will disseminate brochures provided by the U.S. Environmental Protection Agency to all applicants as part of the transmittal of the program application. Any unit receiving assistance through the program that was built prior to January 1, 1978 will be tested for lead-based paint. If lead-based paint is present, appropriate abatement procedures are implemented as part of the rehabilitation contract consistent with the requirements of 24 CFR Part 35. Actions taken to reduce the number of poverty -level families. 91.220(k); 91.320(j) The implementation of CDBG activities meeting the goals established in the 2015-2019 Consolidated Plan -Strategic Plan and this Annual Action Plan helped to reduce the number of poverty -level families by: City of Newport Beach 2016-2017 CAPER 20 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-25 • Supporting activities that expand the supply of housing that is affordable to low- and moderate -income households, including investment of the City's Housing Trust Fund resources and using the State Density Bonus law to incentivize the development of additional affordable housing units; • Supporting a continuum of housing and public service programs to prevent and eliminate homelessness; • Supporting housing preservation programs that ensure low income households have a safe, decent and appropriate place to live; • Supporting public services through various nonprofits funded by CDBG that serve the community's youth, seniors, families and those with special needs; and • Promoting economic opportunity for all residents working for employers doing business with the City of Newport Beach through the Commercial Fagade Improvement Program. In addition to these local efforts, mainstream state and federal resources also contribute to reducing the number of individuals and families in poverty. Federal programs such as the Earned Income Tax Credit and Head Start provide a pathway out of poverty for families who are ready to pursue employment and educational opportunities. Additionally, in California, the primary programs that assist families in poverty are CaIWORKs, CalFresh (formerly food stamps) and Medi -Cal. Together, these programs provide individuals and families with employment assistance, subsidy for food, medical care, childcare and cash payments to meet basic needs such as housing, nutrition and transportation. Other services are available to assist persons suffering from substance abuse, domestic violence and mental illness. Actions taken to develop institutional structure. 91.220(k); 91.320(j) The institutional delivery system in Newport Beach is high -functioning and collaborative — particularly the relationship between local government and the nonprofit sector comprised of a network of capable community-based organizations that are delivering a full range of services to residents. Affordable housing development and preservation activities will be carried out by the Planning Division of the Community Development Department in partnership with other agencies. Public service activities will be carried out by nonprofit organizations to achieve the Strategic Plan goals. The Planning Division and the Public Works Department will work together with contractors to implement public facility improvement projects in subsequent program years implementing the 2015-2019 Consolidated Plan Strategic Plan. One of the key ways the City is developing and expanding institutional structure to meet underserved needs is by funding a wide variety of services targeted to seniors, special needs populations and individuals or families at risk of homelessness with CDBG public service grants. City of Newport Beach 2016-2017 CAPER 21 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-26 Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j) To enhance coordination between public and private housing and social service agencies, the City invested CDBG funds in will continue consulting with and inviting the participation of a wide variety of agencies and organizations involved in the delivery of housing and supportive services to low- and moderate -income residents in Newport Beach. In the implementation of the 2016-2017 Action Plan, the City invested CDBG resources to public service agencies to assist low- and moderate- income residents in Newport Beach such as Fair Housing Foundation, Human Options, Families Forward, and Age Well Senior Services. Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) In Orange County, 16 entitlement cities prepared a regional Analysis of Impediments to Fair Housing Choice to affirmatively further fair housing choice for all their residents. The City of Newport Beach is one of the 16 Entitlement Cities included in the Orange County Regional Al. This analysis of impediments was built upon the previous analysis, summarized conclusions and presented a list of recommendations to help address the impediments. The summary below focuses on issues pertaining to the region in general and then Newport Beach in particular. A. REGIONAL PRIVATE SECTOR IMPEDIMENTS Impediment A-1: Housing Discrimination Housing discrimination continues to exist throughout Orange County, as evidenced by the number of complaints and fair housing cases opened by the Fair Housing Foundation and Fair Housing Council of Orange County. An average of 85 cases were opened in the participating cities over the past three years, with the leading bias based on disability (physical and mental), followed by familial status, national origin and race. Regional Actions: • In partnership with each city's fair housing provider, conduct multi -faceted fair housing outreach to tenants, landlords, property owners, realtors, and property management companies. Methods of outreach should include workshops, informational booths at community events, presentations to civic leaders and community groups, staff trainings, and distribution of multi-lingual fair housing literature. • Conduct focused outreach and education to small property owners/landlords on fair housing, and race, reasonable accommodation and familial status issues in particular. Conduct property manager trainings on a regular basis, targeting managers of smaller City of Newport Beach 2016-2017 CAPER 22 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-27 properties, and promote fair housing certificate training offered through the fair housing providers. • Provide general counseling and referrals to address tenant -landlord issues through each city's fair housing contractor, and provide periodic tenant -landlord walk-in clinics at City Halls and other community locations. • Include testing/audits within the scope of work for each city's fair housing provider. Support enforcement activity and publicize outcomes of fair housing litigation as a means to deter discriminatory practices and to encourage reporting. Impediment A-2: Racial and Ethnic Segregation Residential segregation refers to the degree in which groups live separately from one another. Within the County there are areas of racial/ethnic concentrations, such as in Santa Ana where over three-quarters of the population is Hispanic and ten percent Asian. Approximately ten percent of households in the County are considered to be limited English-speaking households. Regional Actions: • Coordinate with fair housing providers to focus fair housing services, education/outreach, and/or additional testing in identified areas of racial/ethnic concentrations. • Offer a variety of housing opportunities to enhance mobility among residents of all races and ethnicities. Facilitate the provision of affordable housing throughout the community through: 1) available financial assistance; 2) flexible development standards; 3) density bonuses; and 4) other zoning tools. • Promote equal access to information on the availability of affordable housing by providing information in multiple languages, and through methods that have proven successful in outreaching to the community, particularly those hard -to -reach groups. • Affirmatively market first-time homebuyer and/or housing rehabilitation programs to low and moderate income areas, and areas of racial/ethnic concentration. • Work collaboratively with local housing authorities to ensure affirmative fair marketing plans and de -concentration policies are implemented. Impediment A-3: Denial of Reasonable Modifications/Reasonable Accommodations Denial of reasonable modification or reasonable accommodation is a continuing impediment to fair housing choice, and represents over one-half of alleged discriminatory acts in the 16 participating jurisdictions. The City has not denied any legitimate requests for reasonable accommodation. City of Newport Beach 2016-2017 CAPER 23 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-28 Regional Actions: • Through each city's fair housing contractor, continue to provide fair housing education and information to apartment managers and homeowner associations on why denial of reasonable modifications/accommodations is unlawful. • Provide information on the unlawful practice of denying reasonable modifications/accommodations at fair housing seminars conducted by the Apartment Association of Orange County. Impediment A-4: Discriminatory Advertising Regionally, there were incidents of discriminatory advertising that have the potential to discourage a certain type of renter or buyer from pursuing a housing opportunity. Ads indicating a preference for a certain type of tenant or buyer, such as "no pets", "no children", or "Ideal for single adult" have the effect of housing discrimination. Regional Actions: • Through each city's fair housing contractor, periodically monitor local newspapers and online media outlets to identify potentially discriminatory housing advertisements. When identified, make contact with the individual or firm and provide fair housing education. • Take steps to encourage both the Los Angeles Times and Orange County Register to publish a Fair Housing Notice and a "no pets" disclaimer that indicates rental housing owners must provide reasonable accommodations, including "service animals" and "companion animals" for disabled persons. Impediment A-5: Hate Crimes Hate crimes committed at a residence are an impediment to fair housing choice because they impact the lives of an average of 35 households per year in the 16 participating Orange County cities. Of the total 169 hate crime incidents reported between 2010 and 2014, 57 incidents were related to race, 38 to religion, 37 to sexual orientation, 33 to ethnicity, 2 to disability and 2 to gender identity. Nearly 60 percent of these incidents occurred within the following four jurisdictions: Huntington Beach (36 incidents), Santa Ana (31 incidents), Newport Beach (18 incidents), and Garden Grove (15 incidents). Regional Actions: • Continue to monitor FBI data to determine if any hate crimes are housing related and if there are actions that may be taken by the City or its fair housing service provider to address potential discrimination linked to the bias motivations of hate crimes. City of Newport Beach 2016-2017 CAPER 24 OMB Control No: 2506-0117 (exp. 06/30/2018) 22_29 • Continue to coordinate with various City and County housing, building and safety, health and sanitation, law enforcement and legal aid offices to maintain a comprehensive referral list of support services for victims of hate crimes or other violent crimes — inclusive of housing resources. Impediment A-6: Unfair Lending Disparities in the home purchase loan denial rates experienced by Hispanic and Black/African American applicants within the 16 Orange County cities creates an impediment to fair housing choice as they have loans denied at rates 1.5 to 1.6 times greater than White applicants. In addition, Hispanic residents, which comprise 34 percent of Orange County's population, account for just 10 percent of applications for home purchase loans. Examples of the disparity between Hispanic residents and Hispanic applicants for home purchase loans include: Anaheim has a 53 percent Hispanic population, with 20 percent of purchase loan applicants comprised of Hispanics; La Habra has a 60 percent Hispanic population, with 23 percent Hispanic mortgage loan applicants; and Santa Ana has a 79 percent Hispanic population, with just 30 percent of home purchase loan applications made by Hispanics. In addition, the proportion of Hispanics to the total pool of mortgage loan applicants in the 16 Orange County cities has decreased in each of the past five years, from 16 percent in 2008 to 10 percent in 2013. Regional Actions: • As resources permit, monitor HMDA data annually using the 2013 HMDA analysis as a benchmark. • As resources permit, monitor the top 10 lenders in Orange County to compare and contrast loan denial rates and percentage of loans completed to minority populations. • Both of the Orange County fair housing service contractors should assist in identifying potential issues regarding redlining, predatory lending and other illegal lending activities. In addition, each city should review their agreements annually to make sure that increased and comprehensive services are being provided, and that education and outreach efforts are expanded and affirmatively marketed in low and moderate income and racial concentrated areas. • Each city should explore ways to collaborate with local lenders and support lenders' efforts to work with community groups to help minority households purchase their homes. Collaborative efforts should ensure that minority groups have access and knowledge of City programs, supportive services, and provide for networking opportunities with these groups. • Coordinate with local lenders to expand outreach efforts to first time homebuyers in minority neighborhoods. City of Newport Beach 2016-2017 CAPER 25 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-30 • Affirmatively market first-time homebuyer and/or housing rehabilitation programs in neighborhoods with high denial rates, high minority population concentrations and limited English speaking proficiency to help increase loan approval rates. B. PUBLIC SECTOR IMPEDIMENTS FOR NEWPORT BEACH Impediment B-2: Housing for Persons with Disabilities Disability is the greatest cited basis for discrimination, comprising over half of the fair housing cases opened by the Orange County Fair Housing Council and Fair Housing Foundation in the 16 cities over the past three years. Newport Beach has adopted formal policies and procedures in the Municipal Code to reasonably accommodate the housing needs of disabled residents. However, such requests require a public hearing in Newport Beach. Imposing a public hearing may be viewed as an impediment to persons with disabilities seeking reasonable accommodation. Actions for Newport Beach: • The City of Newport Beach should consider amending its Reasonable Accommodation procedures to eliminate the requirement for a public hearing, and to approve administratively. o Since the publication of the Al, the City considered eliminating the public hearing process and determined the process provides benefit to the community by providing disclosure and a public forum allowing input. The process also ensures that it not subject to abuse by less than honorable requests. These benefits outweigh the perceived impediments of the process. In -lieu of the recommend change, the City continues to conduct the process at no charge and provides expedited/priority processing to minimize delay. Impediment B-3: Zoning Regulations The analysis of the land use controls and zoning codes identified the following potential issues: • Second Units: Prior to August 8, 2017, the City of Newport Beach did not provide for second units in its Zoning Code for single-family zoned properties, but allowed "granny units" (accessory, age -restricted units) subject to Zoning Administrator approval of a Minor Use Permit. The City's age restrictions, combined with the requirement for non -ministerial approval, may serve to impede housing choice. Actions for Newport Beach: • The City of Newport Beach should consider pursuing a Zoning Code amendment to eliminate the current age restriction on second units and establish a ministerial review process. o In response to this potential impediment and recent State legislation effective City of Newport Beach 2016-2017 CAPER 26 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-31 January 1, 2017 (Senate Bill 1069 and Assembly Bill 2299, Statues 2016), the City began the process of amending its zoning regulations to permit the development of Accessory Dwelling Units (ADUs) in single-family residential zoning districts. An ordinance allowing ADUs without discretionary review subject to minimal development standards consistent with applicable State law was adopted on August 8, 2017. ADUs are now allowed at all single-family residential zoned lots that are 5,000 square feet in area or larger without any age limitation. Impediment B-4: Density Bonus Incentives All 16 jurisdictions have adopted local density bonus ordinances which implement state density bonus law, providing density and other development incentives and concessions for the provision of affordable housing. However, with the recent addition of anti -displacement provisions under AB 2222, and modified parking standards for transit -accessible projects under AB 744, jurisdictions should update their density bonus ordinances to reflect these new State requirements. Actions for Newport Beach: • Amend the Zoning Code to reflect current State density bonus law. o The City has not updated its zoning provisions to date and intends to do so when it considers its next "clean up" amendment process. Until such time as the Zoning Code is updated, the City will process applications consistent with more recent legislation ensuring compliance with new State requirements. City of Newport Beach 2016-2017 CAPER 27 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-32 CR -40 - Monitoring 91.220 and 91.230 Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long-term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements To ensure that CDBG funds are used efficiently and in compliance with applicable regulations, the City provides technical assistance to all subrecipients at the beginning of each program year and monitors subrecipients throughout the program year. Technical Assistance To enhance compliance with federal program regulations, the City made technical assistance available to prospective applicants for CDBG Notice of Funding Availability (NOFA) upon request to review the Strategic Plan goals, program requirements and available resources with potential applicants. Subsequent to the approval of the Annual Action Plan, a mandatory subrecipient workshop was held at City Hall to review program regulations in detail, to provide useful forms and resources for documenting compliance and to review the City's compliance procedures and requirements. Additionally, individualized technical assistance was provided on an as -needed basis throughout a program year. Activity Monitoring All activities are monitored, beginning with a detailed review upon receipt of an application to determine eligibility, conformance with a National Objective and conformance with a Plan goal. This review also examines the proposed use of funds, eligibility of the service area, eligibility of the intended beneficiaries and likelihood of compliance with other federal requirements such as the National Environmental Policy Act, the System for Award Management (SAM) debarment list, prevailing wage, Minority and Women Business Enterprise, Section 3 and federal acquisition and relocation regulations, as applicable. Subrecipients are required to submit an audit and other documentation to establish their capacity, and any findings noted in the audit are reviewed with the applicant. Eligible applications are then considered for funding. Once funded, desk monitoring includes ongoing review of required quarterly performance reports. For CDBG public service activities, an on-site monitoring is conducted once every two (2) years, or more frequently as needed to ensure compliance. These reviews include both a fiscal and programmatic review of the subrecipient's activities. The reviews determine if the subrecipient is complying with the program regulations and City contract. Areas routinely reviewed include overall administration, financial systems, appropriateness of program expenditures, program delivery, client eligibility determination and documentation, reporting systems, and achievement toward achieving contractual goals. Following the monitoring visit, a written report is provided delineating the results of the review and any findings of non-compliance and the required corrective action. Subrecipients normally have 30 days to provide the City with corrective actions taken to address any noted findings. Individualized technical assistance is City of Newport Beach 2016-2017 CAPER 28 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-33 provided, as noted above, as soon as compliance concerns are identified. For CDBG capital projects, monitoring also includes compliance with regulatory agreement requirements. This program year two of the public service providers were selected to be monitored on-site based on prior year assessment which include Families Forward and Human Options. Both agencies were in compliance and were cleared on March 21, 2016. The other two agencies, Fair Housing Foundation and Age Well Senior Services, will have on-site monitorings the following program year. Desk monitoring for all subrecipients was conducted throughout the program year. No findings were identified during 2016-2017 subrecipient monitoring. Citizen Participation Plan 91.105(d); 91.115(d) Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports. In accordance with the City's adopted Citizen Participation Plan, a public notice was published in the Daily Pilot on August 26, 2017 notifying the public of the availability of the Consolidated Annual Performance and Evaluation Report for a 15 -day public review and comment period. A copy of the public notices is included in Appendix A. The draft CAPER was available on the City website and at the following locations: Community Development Department 100 Civic Center Drive Newport Beach, CA, 926660 (949) 644-3200 Central Library 1000 Avocado Ave Newport Beach, CA 92660 (949) 717-3800 City Website http://www.newportbeachca.gov/CDBGreports A public hearing was conducted before the City Council on Tuesday, September 12, 2017 to solicit comments from residents and interested parties. A summary of any written or oral comments received during the public hearing is included in Appendix B. City of Newport Beach 2016-2017 CAPER 29 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-34 CR -45 - CDBG 91.520(c) Specify the nature of, and reasons for, any changes in the jurisdiction's program objectives and indications of how the jurisdiction would change its programs as a result of its experiences. CDBG funds are making a significant impact on strategies to address the high priority needs identified in the 2015-2019 Consolidated Plan Strategic Plan. As shown in Figure 1 in section CR - 05 of this document, CDBG funds contributed to all six Strategic Plan goals as indicated below: Fair Housing Services — Fair Housing Foundation - $12,000 The Fair Housing Services project provided fair housing assistance to 123 people, the estimated outcome was 200 moderate -income people. The agency utilized the full amount of its grant. Public Services: - Age Well Senior Services: Home Delivered Meals Program - $25,0000 This Public Service project provided assistance to 94 people, the estimated outcome was 98 presumed low-income elderly people. The agency utilized the full amount of its grant. - Council on Aging of Southern California: Long Term Care Ombudsman - $6,000 This Public Service project provided assistance to 30 people, the estimated outcome was 35 presumed low-income elderly people. The agency utilized the full amount of its grant. Special Needs — Human Options: Community Domestic Violence - $7,900 The Special Needs project provided domestic violence services to 7 people, the estimated outcome was 15 presumed low-income people. The agency utilized 49% of its grant. Even though the agency did not utilize all the funds, the 7 -unduplicated people had multiple client contacts. Homelessness Prevention — Families Forward: Housing Program - $15,000 The Homelessness Prevention project provide supportive services to 202 people; the estimated outcome was 165 presumed extremely -low income homeless people. The agency utilized the full amount of its grant and exceeding its annual goal. Section 108 Loan Debt Service - $161,605 The City completed its obligations with Section 108 Loan Repayment as planned in the Action Plan. The City has met or exceeded the majority of the annual goals for the aforementioned objectives. Although, there were no accomplishments for Public Facilities and Infrastructure during this program year, the City anticipates a significant investment in this area during 2017- 2018 program year. City of Newport Beach 2016-2017 CAPER 30 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-35 Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants? The City does not receive Brownfields Economic Development Initiative grants. [BEDI grantees] Describe accomplishments and program outcomes during the last year. N/A City of Newport Beach 2016-2017 CAPER 31 OMB Control No: 2506-0117 (exp. 06/30/2018) 22-36 ,'k-lkv pi'' APPENDICES 22-37 '"sEEF0� APPENDIX "A" PUBLIC NOTICE 22-38 NOTICE OF PUBLIC HEARING AND PUBLIC REVIEW PERIOD NOTICE IS HEREBY GIVEN that on Tuesday, September 12, 2017, at 7:00 p.m. or soon thereafter as the matter shall be heard, a public hearing will be conducted in the City Council Chambers at 100 Civic Center Drive, Newport Beach. The City Council of the City of Newport Beach will consider the following: Draft Consolidated Annual Performance and Evaluation Report (CAPER) 2016-2017- The City has prepared the draft CAPER for the Fiscal Year, beginning July 1, 2016, and ending June 30, 2017, as required by the U.S. Department of Housing and Urban Development. The draft CAPER provides a detailed account of how the City utilized its Community Development Block Grant (CDBG) funds in Fiscal Year 2016-2017 to pursue the strategies, goals, and objectives proposed in the 2016-2017 Action Plan to address the housing and community development needs identified in the 2015-2019 Consolidated Plan. The purpose of the Public Hearing for the CAPER is to allow the public the opportunity to comment on the draft CAPER. The review and approval of the draft CAPER is not subject to the California Environmental Quality Act ("CEQA") pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly. NOTICE IS HEREBY FUTHER GIVEN that the publication of this notice commences a minimum 15 -day public review period. Copies of the draft CAPER will be available during the public review and comment period from August 27, 2017 to September 12, 2017 in the following locations: Community Development Department — Bay B 100 Civic Center Drive Newport Beach, CA 92660 City of Newport Beach — Central Library 1000 Avocado Avenue Newport Beach, CA 92660 City Website http://www.newportbeachca.gov/CDBGreports ACCESSIBILITY TO MEETINGS AND DOCUMENTS It is the objective of the City to comply with, Section 504 of the Rehabilitation Act of 1973, as amended, the Americans with Disabilities Act (ADA) of 1990 and the ADA Amendment Act of 2008, the Fair Housing Act, and the Architectural Barriers Act in all respects. If you require public documents in an accessible format, the City will make reasonable efforts to accommodate your request. If you require a disability -related accommodation to attend or participate in a hearing or meeting, including auxiliary aids or services, please contact the City Clerk's Office at least 72 hours prior to the meeting at (949) 644-3005. All interested parties may appear and present testimony at the public hearing in regard to the CAPER. If you challenge a final action on the CAPER in court, you may be limited to raising only those issues you raised at the public hearing or in written correspondence delivered to the City, at, or prior to, the public hearing. The hearing may be continued to a specific future meeting date, and if such an action occurs, additional public notice of the continuance will not be provided. The immediate Friday prior to the public hearing the agenda, staff report, and documents may be reviewed at the City Clerk's Office, 100 Civic Center Drive, Newport Beach, California, 92660 or at the City of Newport Beach website at www.newportbeachca.gov. Individuals not able to attend the meeting may contact the Community Development Department Planning Division or access the City's website after the meeting to review the action on this item. 22-39 Questions and written comments regarding the draft CAPER may be submitted during the public review and comment period commencing August 27, 2017, and concluding September 12, 2017, and should be addressed to Clint Whited, CDBG Consultant, at 100 Civic Center Drive, Newport Beach, CA 92660. You may also call (909) 476-6006 ext. 115 with any questions concerning the draft CAPER or the hearing. Leilani I. Brown, City Clerk City of Newport Beach Publish: Daily Pilot, August 26, 2017 22-40 APPENDIX "B" SUMMARY OF CITIZEN PARTICIPATION COMMENTS 22-41 SUMMARY OF CITIZEN PARTICIPATION COMMENTS In compliance with the City's approved Citizen Participation Plan and implementing regulation 24 CFR 91.105, a public notice was published (see attached proof of publication) to solicit public comments from interested citizens regarding the draft 2016-2017 CAPER. The draft CAPER was made available to the general public for a period of 15 days in order to provide an opportunity for the public to review the document. The public hearing to solicit public input and comment on the CAPER and the City's performance during PY 2016-2017 was held at the Newport Beach City Council Chambers at 100 Civic Center Drive, Newport Beach, California, on September 12, 2017. The following is a summary of Citizen Participation comments: • Comments pending — to be included after City Council Meeting. 22-42 po�v 4 r n X APPENDIX "C" IDIS REPORTS PR01 - HUD Grants and Program Income Report PR03 - CDBG Activity Summary Report for PY 2016-2017 PR06 - Summary of Consolidated Plan Projects for PY 2016-2017 PR23 - Summary of Accomplishments for PY 2016-2017 PR26 - CDBG Financial Summary for PY 2016-2017 22-43 IDIS Program Type Grantee Name Grant Number CDBG EN NEWPORT BEACH B89MC060546 B90MC060546 B91 MC060546 B92MC060546 B93MC060546 Suballocated B94MC060546 to B95MC060546 FY YTD Net Draw B96MC060546 Available to B97MC060546 B98MC060546 Amount B99MC060546 Amount BOOMC060546 Commit B01 MC060546 Amount B02MC060546 $0.00 B03MC060546 B04MC060546 $0.00 B05MC060546 $0.00 B06MC060546 $0.00 B07MC060546 B08MC060546 $0.00 B09MC060546 B10MC060546 $0.00 B11 MC060546 $0.00 B12MC060546 $0.00 B13MC060546 B14MC060546 $0.00 B15MC060546 B16MC060546 $0.00 NEWPORT BEACH Subtotal: $0.00 EN Subtotal: SL NEWPORT BEACH BOOMC060546 BOOMC060546-OLD $0.00 NEWPORT BEACH Subtotal: SL Subtotal: PI NEWPORT BEACH B16MC060546 $0.00 NEWPORT BEACH Subtotal: $0.00 PI Subtotal: LA NEWPORT BEACH B96MC060546 $0.00 B97MC060546 B98MC060546 $0.00 NEWPORT BEACH Subtotal: $0.00 LA Subtotal: U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT PR01 - HUD Grants and Program Income DATE: 8/21/2017 TIME: 4:40:56 PM PAGE: 1/2 1/2 22-44 Amount Authorized Suballocated Committed to Net Drawn FY YTD Net Draw Available to Available to Amount Amount Activities Amount Amount Commit Draw Recapture Amount $423,000.00 $0.00 $423,000.00 $423,000.00 $0.00 $0.00 $0.00 $0.00 $406,000.00 $0.00 $406,000.00 $406,000.00 $0.00 $0.00 $0.00 $0.00 $453,000.00 $0.00 $453,000.00 $453,000.00 $0.00 $0.00 $0.00 $0.00 $469,000.00 $0.00 $469,000.00 $469,000.00 $0.00 $0.00 $0.00 $0.00 $472,000.00 $0.00 $472,000.00 $472,000.00 $0.00 $0.00 $0.00 $0.00 $513,000.00 $0.00 $513,000.00 $513,000.00 $0.00 $0.00 $0.00 $0.00 $534,000.00 $0.00 $534,000.00 $534,000.00 $0.00 $0.00 $0.00 $0.00 $520,000.00 $0.00 $520,000.00 $520,000.00 $0.00 $0.00 $0.00 $0.00 $515,000.00 $0.00 $515,000.00 $515,000.00 $0.00 $0.00 $0.00 $0.00 $492,000.00 $0.00 $492,000.00 $492,000.00 $0.00 $0.00 $0.00 $0.00 $495,000.00 $0.00 $495,000.00 $495,000.00 $0.00 $0.00 $0.00 $0.00 $498,000.00 $0.00 $498,000.00 $498,000.00 $0.00 $0.00 $0.00 $0.00 $518,000.00 $0.00 $518,000.00 $518,000.00 $0.00 $0.00 $0.00 $0.00 $490,000.00 $0.00 $490,000.00 $490,000.00 $0.00 $0.00 $0.00 $0.00 $426,000.00 $0.00 $426,000.00 $426,000.00 $0.00 $0.00 $0.00 $0.00 $437,000.00 $0.00 $437,000.00 $437,000.00 $0.00 $0.00 $0.00 $0.00 $412,233.00 $0.00 $412,233.00 $412,233.00 $0.00 $0.00 $0.00 $0.00 $373,292.00 $0.00 $373,292.00 $373,292.00 $0.00 $0.00 $0.00 $0.00 $370,332.00 $0.00 $370,332.00 $370,332.00 $0.00 $0.00 $0.00 $0.00 $355,659.00 $0.00 $355,659.00 $355,659.00 $0.00 $0.00 $0.00 $0.00 $357,354.00 $0.00 $357,354.00 $357,354.00 $0.00 $0.00 $0.00 $0.00 $385,189.00 $0.00 $385,189.00 $385,189.00 $0.00 $0.00 $0.00 $0.00 $323,777.00 $0.00 $323,777.00 $323,777.00 $0.00 $0.00 $0.00 $0.00 $350,669.00 $0.00 $350,669.00 $350,669.00 $0.00 $0.00 $0.00 $0.00 $367,271.00 $0.00 $367,271.00 $367,271.00 $0.00 $0.00 $0.00 $0.00 $366,830.00 $0.00 $340,781.35 $271,358.21 $0.00 $26,048.65 $95,471.79 $0.00 $361,557.00 $0.00 $297,831.06 $297,831.06 $0.00 $63,725.94 $63,725.94 $0.00 $359,743.00 $0.00 $183,195.43 $183,195.43 $183,195.43 $176,547.57 $176,547.57 $0.00 $12,044,906.00 $0.00 $11,778,583.84 $11,709,160.70 $183,195.43 $266,322.16 $335,745.30 $0.00 $12,044,906.00 $0.00 $11,778,583.84 $11,709,160.70 $183,195.43 $266,322.16 $335,745.30 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $2,400,000.00 $0.00 $0.00 $0.00 $0.00 $2,400,000.00 $2,400,000.00 $0.00 $2,400,000.00 $0.00 $0.00 $0.00 $0.00 $2,400,000.00 $2,400,000.00 $0.00 $2,400,000.00 $0.00 $0.00 $0.00 $0.00 $2,400,000.00 $2,400,000.00 $0.00 $511,559.79 $0.00 $0.00 $0.00 $0.00 $511,559.79 $511,559.79 $0.00 $511,559.79 $0.00 $0.00 $0.00 $0.00 $511,559.79 $511,559.79 $0.00 $511,559.79 $0.00 $0.00 $0.00 $0.00 $511,559.79 $511,559.79 $0.00 $7,500.00 $0.00 $0.00 $0.00 $0.00 $7,500.00 $7,500.00 $0.00 $394,298.12 $0.00 $30,880.59 $30,880.59 $30,880.59 $363,417.53 $363,417.53 $0.00 $18,239.92 $0.00 $0.00 $0.00 $0.00 $18,239.92 $18,239.92 $0.00 $420,038.04 $0.00 $30,880.59 $30,880.59 $30,880.59 $389,157.45 $389,157.45 $0.00 $420,038.04 $0.00 $30,880.59 $30,880.59 $30,880.59 $389,157.45 $389,157.45 $0.00 1/2 22-44 2/2 22-45 U.S. DEPARTMENT OF HOUSING AND URBAN DATE: 8/21/2017 DEVELOPMENT TIME: 4:40:56 PM OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT PAGE: 2/2 PR01 - HUD Grants and Program Income IDIS Fd unType Amount Program Grantee Name Grant Number Authorized Suballocated Committed to Net Drawn FY YTD Net Draw Available to Available to Amount Amount Activities Amount Amount Commit Draw Recapture Amount CDBG-R EN NEWPORT BEACH B09MY060546 $96,603.00 $0.00 $96,603.00 $96,603.00 $0.00 $0.00 $0.00 $0.00 NEWPORT BEACH Subtotal: $96,603.00 $0.00 $96,603.00 $96,603.00 $0.00 $0.00 $0.00 $0.00 EN Subtotal: $96,603.00 $0.00 $96,603.00 $96,603.00 $0.00 $0.00 $0.00 $0.00 GRANTEE $12,653,068.79 $0.00 $11,906,067.43 $11,836,644.29 $214,076.02 $3,567,039.40 $3,636,462.54 $0.00 2/2 22-45 N,r°� U.S. Department of Housing and Urban Development Cc z aP III III :J * i H°1 Office of Community Planning and Development C, Integrated Disbursement and Information System oG I II e��z CDBG Activity Summary Report (GPR) for Program Year 2016 gggH DEV EV° NEWPORT BEACH PGM Year: 1994 Project: 0002 - CONVERTED CDBG ACTIVITIES IDIS Activity: 2 - CDBG COMMITTED FUNDS ADJUSTMENT Status: Open 6/30/2001 12:00:00 AM Location: , Initial Funding 01/01/0001 Date: Description: FUNDS DRAWN DOWN THROUGH LOCCS. Financing Fund Type Grant Year I Grant Pre -2015 1989 B89MC060546 1990 B90MC060546 CDBG EN 1991 B91 MC060546 1992 B92MC060546 1993 B93MC060546 1994 B94MC060546 1995 B95MC060546 Total Total Proposed Accomplishments Objective: Outcome: Matrix Code: Public Facilities and Improvement (General) (03) Funded Amount I Drawn In $3,159,877.80 $3,159,877.80 Date: 21 -Aug -2017 Time: 16:44 Page: 1 National Objective: m Year $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Drawn Thru 'rogram Year $0.00 $423,000.00 $406,000.00 $453,000.00 $469,000.00 $472,000.00 $513,000.00 $423,877.80 $3,159,877.80 22-46 Actual Accomplishments Number assisted: White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: American Indian/Alaskan Native & White: Asian White: Black/African American & White: American Indian/Alaskan Native & Black/African American: Other multi -racial: Asian/Pacific Islander: Hispanic: Total: Owner Total Hispanic 0 0 Renter Total Hispanic Female -headed Households: Income Category: Owner Renter Total Person Extremely Low 0 Low Mod 0 Moderate 0 Non Low Moderate 0 Total 0 0 0 0 Percent Low/Mod Annual Accomplishments No data returned for this view. This might be because the applied filter excludes all data. 0 0 Total Total Hispanic 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ❑� Person Total Hispanic 0 0 22-47 PGM Year: 1997 Project: 0011 - ECONOMIC DEVELOPMENT IDIS Activity: 56 - PUBLIC FACILITIES AND IMPROVEMENTS Status: Open Location: BALBOA PENINSULA NEWPORT BEACH NEWPORT BEACH, CA 92660 Objective: Outcome: Matrix Code: Other Commercial/Industrial Improvements (17D) Initial Funding 07/01/1997 Date: Description: PROVIDE PUBLIC IMPROVEMENTS AS PART OF THE CITY'S TARGETEDNEIGHBORHOOD REVITALIZATION STRATEGY. Financing National Objective: LMA Proposed Accomplishments Annual Accomplishments Years Accomplishment Narrative # Benefitting 1997 PROJECT BENEFITED 4959 RESIDENTS IN THE BALBOA PENINSULA TARGET AREA 2002 PROJECT BENEFITED 4959 RESIDENTS IN THE BALBOA PENINSULA TARGET AREA 22-48 Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Pre -2015 $468,921.67 $0.00 $0.00 CDBG EN 1997 B97MC060546 $0.00 $242,741.62 1998 B98MC060546 $0.00 $82,841.22 2001 B01 MC060546 $0.00 $73,915.69 Total Total $468,921.671 $0.00 $399,498.53 Proposed Accomplishments Annual Accomplishments Years Accomplishment Narrative # Benefitting 1997 PROJECT BENEFITED 4959 RESIDENTS IN THE BALBOA PENINSULA TARGET AREA 2002 PROJECT BENEFITED 4959 RESIDENTS IN THE BALBOA PENINSULA TARGET AREA 22-48 PGM Year: 2015 Project: 0005 - Commercial Facade Improvements IDIS Activity: 248 - Commercial Facade Improvements Status: Canceled 1/2/2017 12:00:00 AM Location: 100 Civic Center Dr Newport Beach, CA 92660-3267 Initial Funding 10/01/2015 Date: Objective: Create economic opportunities Outcome: Availability/accessibility Matrix Code: Rehab; Publicly or Privately -Owned Commercial/Industrial (14E) National Objective: LMA Description: The Commercial Facade Improvement Program (Program) provides grants for commercial facade improvements for properties located in CDBG Low- and Moderate -Income Areas. Tier 1: Grants for minor improvements such as painting, murals, lighting, anti -graffiti film coating, awnings, landscaping, window treatments, signs, exterior repair, architectural treatments and other improvements to architectural features. Tier 2: Grants for major improvements such as structural upgrades to the facade, which may include related minor improvements. Financing No data returned for this view. This might be because the applied filter excludes all data. Proposed Accomplishments Businesses: 6 Total Population in Service Area: 22,300 Census Tract Percent Low / Mod: 50.70 Annual Accomplishments Years Accomplishment Narrative # Benefitting 2015 The City began implementing Commercial Facade Improvements in July 2015 using local funds,. No facade improvement projects were completed using CDBG funds during the program year. 22-49 PGM Year: 2016 Project: 0001 - CDBG Administration IDIS Activity: 249 - CDBG Administration Status: Completed 6/30/2017 12:00:00 AM Location: , Objective: Outcome: Matrix Code: General Program Administration (21A) National Objective: Initial Funding 11/03/2016 Date: Description: This project provides for the overall administration of the CDBG Program, to include: preparation and submission of the Annual Action Plan and the CAPER, IDIS data input, provision of technical assistance, monitoring of all projects, and overall fiscal management. Funds will also be used to monitor existing affordable housing covenants. Financing Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Pre -2015 $27,937.50 $0.00 $0.00 1996 B96MC060546 $0.00 $3,698.75 `CDBG EN 1997 B97MC060546 $0.00 $24,238.75 2016 B16MC060546 $16,015.00 $16,015.00 $16,015.00 LA 1997 B97MC060546 $15,995.50 $15,995.50 $15,995.50 Total Total $59,948.00 $32,010.50 $59,948.00 Proposed Accomplishments Actual Accomplishments Owner Renter Total Person Number assisted.' Total Hispanic Total Hispanic Total Hispanic Total Hispanic White: 0 0 Black/African American: 0 0 Asian: 0 0 American Indian/Alaskan Native: 0 0 Native Hawaiian/Other Pacific Islander: 0 0 American Indian/Alaskan Native & White: 0 0 Asian White: 0 0 Black/African American & White: 0 0 American Indian/Alaskan Native & Black/African American: 0 0 22-50 Other multi -racial: Asian/Pacific Islander Hispanic: Total: 0 0 Female -headed Households: Income Category: Owner Renter Total Person Extremely Low 0 Low Mod 0 Moderate 0 Non Low Moderate 0 Total 0 0 0 0 Percent Low/Mod Annual Accomplishments No data returned for this view. This might be because the applied filter excludes all data. 0 0 0 0 0 0 0 0 0 0 0 0 0 22-51 PGM Year: 2016 Project: 0002 - Fair Housing Services IDIS Activity: 250 - Fair Housing Services Status: Completed 6/30/2017 12:00:00 AM Location: , Initial Funding 11/03/2016 Date: Description: The Fair Housing Program will accomplish its goals through four major activities: 1. Fair Housing Complaint Intake, Investigation and Resolution 2. General Housing (LandlordTenant) Counseling, Mediation, and Assistance 3. Education and Outreach Activities 4. Affirmatively Furthering Fair Housing Activities The program provides services for all Newport Beach residents Financing Fund Type EN CDBG ILA Total ITotal Proposed Accomplishments Actual Accomplishments Number assisted: Grant Year Pre -2015 1996 Bf 1997 Bf 2016 B1 1997 Bf White: Black/African American: Asian: American Indian/Alaskan Native: Native Hawaiian/Other Pacific Islander: Objective: Outcome: Matrix Code: Fair Housing Activities (subject to 20% Admin Cap) (21 D) National Objective: Grant Funded Amount Drawn In Program Year Drawn Thru Program Year $6,235.75 $0.00 $0.00 6MC060546 $0.00 $1,805.62 7MC060546 $0.00 $4,430.13 6MC060546 $3,773.51 $3,773.51 $3,773.51 7MC060546 $1,990.44 $1,990.44 $1,990.44 $11,999.70 $5,763.95 $11,999.70 Owner Renter Total Hispanic Total Hispanic Total 0 0 0 0 0 Total Hispanic 0 0 0 0 0 Person Total Hispanic 22-52 American Indian/Alaskan Native & White: 0 0 Asian White: 0 0 Black/African American & White: 0 0 American Indian/Alaskan Native & Black/African American: 0 0 Other multi -racial: 0 0 Asian/Pacific Islander: 0 0 Hispanic: 0 0 Total: 0 0 0 0 0 0 Female -headed Households: 0 Income Category Owner Renter Total Person Extremely Low 0 Low Mod 0 Moderate 0 Non Low Moderate 0 Total 0 0 0 0 Percent Low/Mod Annual Accomplishments No data returned for this view. This might be because the applied filter excludes all data. 0 0 22-53 PGM Year: 2016 Project: 0004 - Special Needs Services IDIS Activity: 251 - Human Options: Community Domestic Violence Serv. Status: Completed 6/30/2017 12:00:00 AM Location: 1901 Newport Blvd Ste 240 Suite 240 Costa Mesa, CA 92627-2294 Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Battered and Abused Spouses (05G) National Objective: LMC Initial Funding 11/03/2016 Date: Description: Human Options offers a wide variety of services to help victims heal and find a way forward from the effects of domestic violence. These services include: counseling and family advocacy, supportive and educational groups and legal advocacy services. Human Options' goal for the Newport Beach CDBG program is to provide direct client services including counseling and case management for 20 unduplicated Newport Beach residents. The clients to be served include battered spouses and abused children. Financing CDBG IEN Fund Type --F'- Year Grant Pre -2015 1996 B96MC060546 1997 B97MC060546 2016 B16MC060546 LA 1997 B97MC060546 Total Total Proposed Accomplishments People (General) : 15 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: Owner Funded Amount Drawn In Program Year Drawn Thru Program Year l $2,683.33 $0.00 $0.001 Hispanic $0.00 $1,145.96 Total $0.00 $1,537.37 $302.54 $302.54 $302.54 $960.54 $960.54 $960.54 $3,946.41' $1,263.08 $3,946.41 Renter Total Person Total Hispanic Total Hispanic Total Hispanic Total Hispanic 0 0 0 0 0 0 6 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 0 0 22-54 Black/African American & White: 0 0 0 0 0 0 0 0 American Indian/Alaskan Native & Black/African American: 0 0 0 0 0 0 0 0 Other multi -racial: 0 0 0 0 0 0 0 0 Asian/Pacific Islander: 0 0 0 0 0 0 0 0 Hispanic: 0 0 0 0 0 0 0 0 Total: 0 0 0 0 0 0 7 1 Female -headed Households: 0 0 0 Income Category: Owner Renter Total Person Extremely Low 0 0 0 0 Low Mod 0 0 0 7 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 2016 1st Qtr. the agency assisted 1 unduplicated client who was a female head of household. In addition, the agency had 12 client contacts. 2nd Qtr. the agency assisted 4 unduplicated client who were female head of households. In addition, the agency had 30 client contacts. 3rd Qtr. the agency assisted 2 unduplicated client who were female head of households. In addition, the agency had 11 client contacts. 4th Qtr. the agency did not assisted any new clients. For the fiscal year the agency assisted a total of 7 unduplicated clients. The 7 clients were female head of households. In addition the agency had a total of 53 client contacts. 22-55 PGM Year: 2016 Project: 0005 - Homelessness Prevention Services IDIS Activity: 252 - Families Forward Housing Program Status: Completed 6/30/2017 12:00:00 AM Location: 8 Thomas Irvine, CA 92618-2763 Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Operating Costs of Homeless/AIDS Patients Programs (03T) National Objective: LMC Initial Funding 11/03/2016 Date: Description: The Families Forward Housing Program transitions homeless families from crisis to stability and self-sufficiency. Services include housing, counseling, food, career coaching, life - skills, education and acquisition of permanent housing. Individualized self-sufficiency plans are developed with case managers, and progress is monitored on a regular basis at monthly case management meetings. Financing Proposed Accomplishments People (General) : 165 Actual Accomplishments Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total Pre -2015 $7,232.22 $0.00 $0.00 CDBG EN 1996 B96MC060546 $0.00 $3,167.39 1997 B97MC060546 $0.00 $4,064.83 2016 B16MC060546 $3,726.84 $3,726.84 $3,726.84 LA 1997 B97MC060546 $4,040.94 $4,040.94 $4,040.94 Total JTotal 1 $15,000.00 $7,767.78 $15,000.00 Proposed Accomplishments People (General) : 165 Actual Accomplishments 22-56 Owner Renter Total Person Number assisted: Total Hispanic Total Hispanic Total Hispanic Total Hispanic White: 0 0 0 0 0 0 126 90 Black/African American: 0 0 0 0 0 0 53 17 Asian: 0 0 0 0 0 0 3 0 American Indian/Alaskan Native: 0 0 0 0 0 0 7 7 Native Hawaiian/Other Pacific Islander: 0 0 0 0 0 0 1 1 American Indian/Alaskan Native & White: 0 0 0 0 0 0 0 0 Asian White: 0 0 0 0 0 0 0 0 22-56 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 12 4 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 0 202 119 Female -headed Households: 0 0 0 Income Category: Owner Renter Total Person Extremely Low 0 0 0 114 Low Mod 0 0 0 81 Moderate 0 0 0 7 Non Low Moderate 0 0 0 0 Total 0 0 0 202 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2016 1st Qtr. the agency assisted 69 unduplicated clients, out of the 69 clients 29 were female head of households. 2nd Qtr. the agency assisted 33 unduplicated clients, out of the 33 clients 27 were female head of households. 3rd Qtr. the agency assisted 52 unduplicated clients, out of the 52 clients 32 were female head of households. 4th Qtr. the agency assisted 48 unduplicated clients, out of the 48 clients 18 were female head of households. For the fiscal year the agency assisted a total of 202 unduplicated clients, out of the 202 clients 106 were female head of households. In addition, the agency had a total of 1,108 client contacts. 22-57 PGM Year: 2016 Project: 0003 - Public Services IDIS Activity: 253 - Age Well Senior Services: Home Delivered Meals Status: Completed 6/30/2017 12:00:00 AM Objective: Create suitable living environments Location: 24461 Ridge Route Dr Ste 220 Suite 220 Laguna Hills, Outcome: Availability/accessibility CA 92653-1686 Matrix Code: Senior Services (05A) National Objective: LMC Initial Funding 11/03/2016 Date: Description: The Home Delivered Meal Program provides three (3)meals a day to persons over the age of 62 (breakfast, a hot lunch, and a cold sandwich or frozen meal for the evening) who are homebound by reason of illness, disability, or are otherwise isolated and unable to prepare meals for themselves. Meals are delivered by Age Well Senior Services volunteers or staff from the Oasis Senior Center Monday -Friday. Financing Fund Type Grant Year Grant Pre -2015 1996 B96MC060546 EN - CDBG 1997 B97MC060546 2016 B16MC060546 LA 1997 B97MC060546 Total Total Proposed Accomplishments People (General) : 98 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: Funded Amount I Drawn In $13,824.39 $6,282.44 $4,893.17 $25,000.00 am Year I Drawn Thru Program Year $0.00 $0.00 $0.00 $7,751.76 $0.00 $6,072.63 $6,282.44 $6,282.44 $4,893.171 $4,893.17 $11,175.611 $25,000.00 Owner Renter Total Person Total Hispanic Total Hispanic Total Hispanic Total Hispanic 0 0 0 0 0 0 92 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 22-58 American Indian/Alaskan Native & Black/African American: 0 0 0 0 0 0 0 0 Other multi -racial: 0 0 0 0 0 0 2 0 Asian/Pacific Islander: 0 0 0 0 0 0 0 0 Hispanic: 0 0 0 0 0 0 0 0 Total: 0 0 0 0 0 0 94 2 Female -headed Households: 0 0 0 Income Category: Owner Renter Total Person Extremely Low 0 0 0 42 Low Mod 0 0 0 24 Moderate 0 0 0 13 Non Low Moderate 0 0 0 15 Total 0 0 0 94 Percent Low/Mod 84.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2016 1st Qtr. the agency assisted 61 unduplicated seniors, delivering a total 7,422 meals for the quarter. 2nd Qtr. the agency assisted 14 unduplicated seniors, delivering a total of 8,049 meals for the quarter. 3rd Qtr. the agency assisted 16 unduplicated seniors, delivering a total of 8,073 meals for the quarter. 4th Qtr. the agency assisted 3 unduplicated seniors, delivering a total of 8,019 meals for the quarter. For the fiscal year the agency assisted a total of 94 unduplicated seniors, delivering a total of 31,563 meals. 22-59 PGM Year: 2016 Project: 0003 - Public Services IDIS Activity: 254 - Council on Aging -SC: Long Term Care Ombudsman Status: Completed 6/30/2017 12:00:00 AM Objective: Create suitable living environments Location: 2 Executive Cir Ste 175 Suite 175 Irvine, CA 92614- Outcome: Availability/accessibility 6773 Matrix Code: Senior Services (05A) National Objective: LMC Initial Funding 11/03/2016 Date: Description: Council of Aging will provide services as ombudsman of Long -Term Care facilities and act on behalf of those seniors unable to advocate for themselves. The agency receives over 60% of complaints during Ombudsman regular unannounced visits. This program addresses the growing problem of abuse and neglect of the elderly in Long -Term Care facilities. This program will use the funds to employ part time Certified Ombudsman to work exclusively for the City of Newport Beach. The Ombudsman presence and work accomplished will increase clients served, facilities visited and complaints received (recorded, resolved andor referred). Financing Fund Type Grant Year Grar Pre -2015 CDBG �EN 1997 B97MC060546 2016 B16MC060546 LA 1997 B97MC060546 Total Total ded Amount I Drawn In Program Year Drawn Thru Program Year $1,500.00 $0.00 $0.001 $0.00 $1,500.00 $1,500.00' $1,500.00 $1,500.00 $3,000.00 $3,000.00 $3,000.00 $6,000.00 $4,500.001 $6,000.00 Proposed Accomplishments People (General) : 35 Actual Accomplishments Owner Renter Total Person Number assisted: Total Hispanic Total Hispanic Total Hispanic Total Hispanic White: 0 0 0 0 0 0 26 5 Black/African American: 0 0 0 0 0 0 1 0 Asian: 0 0 0 0 0 0 3 0 American Indian/Alaskan Native: 0 0 0 0 0 0 0 0 Native Hawaiian/Other Pacific Islander: 0 0 0 0 0 0 0 0 American Indian/Alaskan Native & White: 0 0 0 0 0 0 0 0 Asian White: 0 0 0 0 0 0 0 0 Black/African American & White: 0 0 0 0 0 0 0 0 American Indian/Alaskan Native & Black/African American: 0 0 0 0 0 0 0 0 22-60 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 30 5 Female -headed Households: 0 0 0 Income Category: Owner Renter Total Person Extremely Low 0 0 0 13 Low Mod 0 0 0 17 Moderate 0 0 0 0 Non Low Moderate 0 0 0 0 Total 0 0 0 30 Percent Low/Mod 100.0% Annual Accomplishments Years Accomplishment Narrative # Benefitting 2016 1st Qtr. the agency assisted 13 unduplicated convalescent persons, out of the 8 clients 5 were female head of households. 2nd Qtr. the agency assisted 9 unduplicated convalescent persons, out of the 9 clients 4 were female head of households. 3rd Qtr. the agency assisted 8 unduplicated convalescent persons, out of the 8 clients 4 were female head of households. 4th Qtr. the agency did not assisted new unduplicated convalescent persons. For the fiscal year, the agency assisted a total of 30 unduplicated convalescent persons, out of the 30 clients 16 were female head of households. 22-61 PGM Year: 2016 Project: 0006 - Section 108 Loan Repayment IDIS Activity: 255 - Section 108 Loan Repayment Status: Completed 6/30/2017 12:00:00 AM Objective: Location: , Outcome: Matrix Code: Planned Repayment of Section 108 National Objective: Loan Principal (19F) Initial Funding 11/03/2016 Date: Description: Funds will be used to repay the City's Section 108 Loan. The loan was used to partially fund public improvements to the Balboa Target Area totaling $8 million. The scope of work includes the Balboa Village Pedestrian and Streetscape Plan, Street Improvements to Balboa Blvd., Pier Parking Lot, and Pier Plaza and Lot A connecting access to Main Street. Financing Fund Type Grant Year Grant Pre -2015 CDBG EN 1997 B97MC060546 2016 B16MC060546 Total Total Proposed Accomplishments Actual Accomplishments Owner Renter Total Number assisted: Total Hispanic Total Hispanic Total Hispanic White: 0 0 Black/African American: 0 0 Asian: 0 0 American Indian/Alaskan Native: 0 0 Native Hawaiian/Other Pacific Islander: 0 0 American Indian/Alaskan Native & White: 0 0 Asian White: 0 0 Black/African American & White: 0 0 American Indian/Alaskan Native & Black/African American: 0 0 Other multi -racial: 0 0 Asian/Pacific Islander: 0 0 Hispanic: 0 0 Funded Amount _F Drawn In Program Year Drawn Thru Program Year $10,009.95 $0.00 $0.00 $0.00 $10,009.95 $151,595.10 $151,595.10 $151,595.10 $161,605.05 $151,595.10 $161,605.05 Person Total Hispanic 22-62 Total: Female -headed Households: Income Category: 0 0 0 0 0 0 0 0 0 Owner Renter Total Person Extremely Low 0 Low Mod 0 Moderate 0 Non Low Moderate 0 Total 0 0 0 0 Percent Low/Mod Annual Accomplishments No data returned for this view. This might be because the applied filter excludes all data. 22-63 PGM Year: 2016 Project: 0007 - Public Facility Improvements IDIS Activity: 256 - West Newport Recreation Facility Status: Canceled 3/24/2017 7:05:50 PM Location: 949 W 16th St Newport Beach, CA 92663-2803 Objective: Create suitable living environments Outcome: Availability/accessibility Matrix Code: Parks, Recreational Facilities (03F) National Objective: LMA Initial Funding 11/03/2016 Date: Description: CDBG funds will be used for planning, design and environmental review activities associated with the siting and development of a new recreation facility in West Newport. Financing No data returned for this view. This might be because the applied filter excludes all data. Proposed Accomplishments Public Facilities : 7,915 Total Population in Service Area: 18,265 Census Tract Percent Low / Mod: 43.33 22-64 Annual Accomplishments Years Accomplishment Narrative # Benefitting 2016 1st Qtr. - The City is under the design phase. Total Funded Amount: $3,912,298.63 Total Drawn Thru Program Year: $3,842,875.49 Total Drawn In Program Year: $214,076.02 PR03 - NEWPORT BEACH Page: 1 of 1 22-65 PR06 - Summary of Consolidated Plan Projects for Report Year Page by: Grantee: NEWPORT BEACH Dated: 8-21-17 Plan IDIS Project Title and Description Program Amount Year Project Project Commited Amount Drawn Available to Amount Drawn Estimate Amount Thru Report Year Draw in Report Year 2016 1 CDBG Administration Administration services of the CDBG Program CDBG $59,948.00 $59,948.00 $59,948.00 $0.00 $32,010.50 2 Fair Housing Services Affirmatively further fair housing choice CDBG $12,000.00 $11,999.70 $11,999.70 $0.00 $5,763.95 through the provision of fair housing education, counseling, anti -discrimination and landlord -tenant mediation services. 3 Public Services Provide public services for low- and moderate- CDBG $31,000.00 $31,000.00 $31,000.00 $0.00 $15,675.61 income residents including senior citizens, families and youth including but not limited to those concerned with food, essential services, transportation, health, recreation and employment. 4 Special Needs Services Provide special needs services including, but CDBG $7,900.00 $3,946.41 $3,946.41 $0.00 $1,263.08 not limited, to those concerned with disabilities, domestic violence, substance abuse and HIV/AIDS. 5 Homelessness Prevention Support a continuum of services in Orange CDBG $15,000.00 $15,000.00 $15,000.00 $0.00 $7,767.78 Services County to prevent and eliminate homelessness including, but not limited to, homelessness prevention programs, emergency shelter programs and transitional housing. 6 Section 108 Loan Repayment Section 108 Loan Repayment CDBG $161,606.00 $161,605.05 $161,605.05 $0.00 $151,595.10 7 Public Facility Improvements Provide for public facility improvements for the CDBG $100,831.00 $0.00 $0.00 $0.00 $0.00 benefit of low- and moderate -income residents. 22-66 P�MENTpF U.S. Department of Housing and Urban Development DATE: 08-21-17 Office of Community Planning and Development TIME: 16:55 P * Illilll * Integrated Disbursement and Information System PAGE: 1 ao IIIIIIII CDBG Summary of Accomplishments �9 oQ� Program Year: 2016 eqN DEVE\ NEWPORT BEACH Count of CDBG Activities with Disbursements by Activity Group & Matrix Code Grand Total 2 $0.00 7 $214,076.02 9 $214,076.02 22-67 Completed Activity Group Activity Category Open Activities Completed Activities Program Year Total Activities Open Count Disbursed Count Disbursed Count Disbursed Economic Development Other Commercial/Industrial 1 $0.00 0 $0.00 1 $0.00 Improvements (17D) Total Economic Development 1 $0.00 0 $0.00 1 $0.00 Public Facilities and Improvements Public Facilities and Improvement 1 $0.00 0 $0.00 1 $0.00 (General) (03) Total Public Facilities and 1 $0.00 0 $0.00 1 $0.00 Improvements Public Services Operating Costs of Homeless/AIDS 0 $0.00 1 $7,767.78 1 $7,767.78 Patients Programs (03T) Senior Services (05A) 0 $0.00 2 $15,675.61 2 $15,675.61 Battered and Abused Spouses (05G) 0 $0.00 1 $1,263.08 1 $1,263.08 Total Public Services 0 $0.00 4 $24,706.47 4 $24,706.47 General Administration and General Program Administration (21A) 0 $0.00 1 $32,010.50 1 $32,010.50 Planning Fair Housing Activities (subject to 20% 0 $0.00 1 $5,763.95 1 $5,763.95 Admin Cap) (21D) Total General Administration and 0 $0.00 2 $37,774.45 2 $37,774.45 Planning Repayment of Section 108 Loans Planned Repayment of Section 108 0 $0.00 1 $151,595.10 1 $151,595.10 Loan Principal (19F) Total Repayment of Section 108 0 $0.00 1 $151,595.10 1 $151,595.10 Loans Grand Total 2 $0.00 7 $214,076.02 9 $214,076.02 22-67 P�MENTpF U.S. Department of Housing and Urban Development DATE: 08-21-17 Office of Community Planning and Development TIME: 16:55 P * Illilll * Integrated Disbursement and Information System PAGE: 2 ao IIIIIIII CDBG Summary of Accomplishments �9 oQ� Program Year: 2016 eqN DEVE\ NEWPORT BEACH CDBG Sum of Actual Accomplishments by Activity Group and Accomplishment Type Activity Group Matrix Code Accomplishment Type Open Count Completed Count Program Year Totals Economic Development Other Commercial/Industrial Improvements (17D) Persons 0 0 0 Total Economic Development 0 0 0 Public Services Operating Costs of Homeless/AIDS Patients Persons 0 202 202 Programs (03T) Senior Services (05A) Persons 0 124 124 Battered and Abused Spouses (05G) Persons 0 7 7 Total Public Services 0 333 333 Grand Total 0 333 333 22-68 22-69 U.S. Department of Housing and Urban Development DATE: 08-21-17 P�MENTpF P Office of Community Planning and Development TIME: 16:55 Illilll Integrated Disbursement and Information System PAGE: 3 * * ao IIIIIIII CDBG Summary of Accomplishments �9 Program Year: 2016 oQ� eqN DEVE\ NEWPORT BEACH CDBG Beneficiaries by Racial / Ethnic Category Housing -Non Housing Race Total Hispanic Total Hispanic Total Persons Persons Total Households Households Non Housing White 250 97 0 0 Black/African American 54 17 0 0 Asian 6 0 0 0 American Indian/Alaskan Native 8 8 0 0 Native Hawaiian/Other Pacific Islander 1 1 0 0 Other multi -racial 14 4 0 0 Total Non Housing 333 127 0 0 Grand Total White 250 97 0 0 Black/African American 54 17 0 0 Asian 6 0 0 0 American Indian/Alaskan Native 8 8 0 0 Native Hawaiian/Other Pacific Islander 1 1 0 0 Other multi -racial 14 4 0 0 Total Grand Total 333 127 0 0 22-69 P�MENTpF U.S. Department of Housing and Urban Development DATE: 08-21-17 Office of Community Planning and Development TIME: 16:55 P * Illilll * Integrated Disbursement and Information System PAGE: 4 ao IIIIIIII CDBG Summary of Accomplishments �9 oQ� Program Year: 2016 eqN DEVE\ NEWPORT BEACH CDBG Beneficiaries by Income Category Income Levels Owner Occupied Renter Occupied Persons Non Housing Extremely Low (<=30%) 0 0 169 Low (>30% and <=50%) 0 0 129 Mod (>50% and <=80%) 0 0 20 Total Low -Mod 0 0 318 Non Low -Mod (>80%) 0 0 15 Total Beneficiaries 0 0 333 22-70 QP0� Nr0, Office of Community Planning and Development DATE: 08-22-17 � U.S. Department of Housing and Urban Development TIME: 16:30 * II illl * Integrated Disbursement and Information System PAGE: 1 r PR26 - CDBG Financial Summary Report 2oG9 VIII II e��2 Program Year 2016 eqN DE"'�O NEWPORT BEACH, CA PART I: SUMMARY OF CDBG RESOURCES 01 UNEXPENDED CDBG FUNDS AT END OF PREVIOUS PROGRAM YEAR 159,197.73 02 ENTITLEMENT GRANT 359,743.00 03 SURPLUS URBAN RENEWAL 0.00 04 SECTION 108 GUARANTEED LOAN FUNDS 0.00 05 CURRENT YEAR PROGRAM INCOME 511,559.79 05a CURRENT YEAR SECTION 108 PROGRAM INCOME (FOR SI TYPE) 0.00 06 FUNDS RETURNED TO THE LINE -OF -CREDIT 0.00 06a FUNDS RETURNED TO THE LOCAL CDBG ACCOUNT 420,038.04 07 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE 69,423.14 08 TOTAL AVAILABLE (SUM, LINES 01-07) 1,519,961.70 PART II: SUMMARY OF CDBG EXPENDITURES 09 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 24,706.47 10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT SUBJECT TO LOW/MOD BENEFIT 25,239.94 11 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 09 + LINE 10) 49,946.41 12 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION 37,774.45 13 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS 151,595.10 14 ADJUSTMENT TO COMPUTE TOTAL EXPENDITURES 44,183.20 15 TOTAL EXPENDITURES (SUM, LINES 11-14) 283,499.16 16 UNEXPENDED BALANCE (LINE 08 - LINE 15) 1,236,462.54 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 24,706.47 20 ADJUSTMENT TO COMPUTE TOTAL LOW/MOD CREDIT 25,239.94 21 TOTAL LOW/MOD CREDIT (SUM, LINES 17-20) 49,946.41 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 24,706.47 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 25,239.94 31 TOTAL PS OBLIGATIONS (LINE 27 + LINE 28 - LINE 29 + LINE 30) 49,946.41 32 ENTITLEMENT GRANT 359,743.00 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) 359,743.00 36 PERCENT FUNDS OBLIGATED FOR PS ACTIVITIES (LINE 31/LINE 35) 13.88% PART V: PLANNING AND ADMINISTRATION (PA) CAP 37 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION 37,774.45 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 34,173.25 41 TOTAL PA OBLIGATIONS (LINE 37 + LINE 38 - LINE 39 +LINE 40) 71,947.70 42 ENTITLEMENT GRANT 359,743.00 43 CURRENT YEAR PROGRAM INCOME 511,559.79 44 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PA CAP (511,559.79) 45 TOTAL SUBJECT TO PA CAP (SUM, LINES 42-44) 359,743.00 46 PERCENT FUNDS OBLIGATED FOR PA ACTIVITIES (LINE 41/LINE 45) 20.00% 22-71 QP0� Nr0, Office of Community Planning and Development DATE: 08-22-17 � U.S. Department of Housing and Urban Development TIME: 16:30 * II illl * Integrated Disbursement and Information System PAGE: 2 r PR26 - CDBG Financial Summary Report 2oG9 VIII II e��2 Program Year 2016 eqN DE"'�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 Number Code Code Objective Drawn Amount 2016 5 252 5992931 Families Forward Housing Program 03T LMC $3,726.84 2016 5 252 6069906 Families Forward Housing Program 03T LMC $4,040.94 21A Matrix Code $32,010.50 2016 03T Matrix Code $7,767.78 2016 3 253 5992931 Age Well Senior Services: Home Delivered Meals 05A LMC $6,282.44 2016 3 253 6069906 Age Well Senior Services: Home Delivered Meals 05A LMC $4,893.17 2016 3 254 5992931 Council on Aging -SC: Long Term Care Ombudsman 05A LMC $1,500.00 2016 3 254 6069906 Council on Aging -SC: Long Term Care Ombudsman 05A LMC $3,000.00 05A Matrix Code $15,675.61 2016 4 251 5992931 Human Options: Community Domestic Violence Serv. 05G LMC $302.54 2016 4 251 6069906 Human Options: Community Domestic Violence Serv. 05G LMC $960.54 05G Matrix Code $1,263.08 Total $24,706.47 LINE 27 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 27 Plan Year IDIS Project IDIS Activity Voucher Activity Name Matrix National Number Number Code Code Objective Drawn Amount 2016 5 252 5992931 Families Forward Housing Program 03T LMC $3,726.84 2016 5 252 6069906 Families Forward Housing Program 03T LMC $4,040.94 21A Matrix Code $32,010.50 2016 03T Matrix Code $7,767.78 2016 3 253 5992931 Age Well Senior Services: Home Delivered Meals 05A LMC $6,282.44 2016 3 253 6069906 Age Well Senior Services: Home Delivered Meals 05A LMC $4,893.17 2016 3 254 5992931 Council on Aging -SC: Long Term Care Ombudsman 05A LMC $1,500.00 2016 3 254 6069906 Council on Aging -SC: Long Term Care Ombudsman 05A LMC $3,000.00 05A Matrix Code $15,675.61 2016 4 251 5992931 Human Options: Community Domestic Violence Serv. 05G LMC $302.54 2016 4 251 6069906 Human Options: Community Domestic Violence Serv. 05G LMC $960.54 05G Matrix Code $1,263.08 Total $24,706.47 LINE 37 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 37 Plan Year IDIS Project IDIS Activity Voucher Activity Name Matrix National Number Code Objective Drawn Amount 2016 1 249 5992931 CDBG Administration 21A $16,015.00 2016 1 249 6069906 CDBG Administration 21A $15,995.50 21A Matrix Code $32,010.50 2016 2 250 5992931 Fair Housing Services 21D $3,773.51 2016 2 250 6069906 Fair Housing Services 21D $1,990.44 21D Matrix Code $5,763.95 Total $37,774.45 22-72