HomeMy WebLinkAboutAgenda Report - September 5, 1990 (56)4
1 1 i
C 0 U m C I L COMMUNICATION
TO: THE CITY COUNM
FROM: THE CITY MANAGER'S OFFICE
SUBJECT: REPORT ON CITY WUSNG REHABILITATION PROGRAM
PREPARED BY:
City Manager
CJOUNCiL MEEIIM DATE
SEPTEMBER 5, 1990
RECOMMENDED ACTION That the City Council receive the report of the
Community Development Director regarding the City's
Housing Rehabilitation Program and take action as
deemed appropriate.
BACKGROUND P4UMATION Attached (Exhibit A) is a copy of a report prepared
by the County's Department of Planning and Building
Inspection on the status of the City's Housing
Rehabilitation Program. The program, initiated by
the City Council two years ago, is in a very active state at this time and in
all respects is most successful. Staff is now aware that this program can also
be extended to cover rental units where additional needs exist. It is
recommended that the Council give consideration to this program expansion and
direct staff accordingly. The Community Development Director will be prepared
to present the staff report and answer questions.
Respectfully submitted,
Thomas A. Peterson
City Manager
TAP b r
Attachment
SAN l0A M COUNTY
DEPARTMENT OF PUNNING AND BUILDING INSPECTION
'x
1810 E. HAMIbN AYi_ STOCKTON. CA 95205
fi�ibAvy PLANNING PHONE 209/468.3120 OHrKmr
BUMNG PHONE' 209,468-3123 JERRY JKR KK
NEIGHBORHOOD PRESERVATION PHONE: 209/468-3021 0o* 0 —
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TSAM4ul
Oewb Oiatw
August 2, 1990
James B. Schroeder
Community Development Department
City of Lodi
Call Box 3006
Lodi, CA 95241-1910
Dear Mr. Schroeder:
The attached report provides up to date information on the status
of the City of Lodi Housing Rehabilitation Program.
We presently have eight (8) projects in process; one (1) of these
projects is under construction; two (2) are out to bid; and five
(5) are awaiting banking.
Furthermore, we also have three (3) interested homeowners on the
interest list we have yet to process.
On January 25, 1990 we advertised the City of Lodi Rehabilitation
Program in the Lodi Sentinel and received a response from twenty-
five (25) interested parties in the City of Lodi.
Furthermore, we placed an advertisement in the Lodi Sentinel on
April 17, 1990 on the Rehabilitation Program and presently have
received a response from fourteen (14) interested parties from
this advertisecent.
Of these interested parties, the list below reflects the
homeowners that are in the process of having a title search and
credit check, or are out to bid for construction.
Fred Erickson
925 S. Central
Lodi, CA 95240
Approx. Loan
$15,000.00
Audrey Treichel Approx. Loan $35,000.00
217 Acacia Street
Lodi, CA 95240
Page 2
Javier Villanueva
332 E. Maple
Lodi, CA 95240
Grant Harrison
1035 S. Garfield
Lodi, CA 95240
Leslie Kolb
303 Acacia Street
Lodi, CA 95240
Betty Perry
205 Eden
Lodi, CA 95240
Approx. Loan $35,000.00
Approx. Loan $30,000.00
Approx. Loan $15,000.00
Approx. Loan $30,000.00
Ida Hatch Approx. Loan $30,000.00
435 Daisy Ave.
Lodi, CA 95240
54% of Estimated Projects being Processed $192,240.00
Estimated Administration Cosrs $16,500.00
$208,740.00
In addition to these projects, we currently have three (3)
clients who are waiting to be scoped, as listed below.
Roger Taylor
420 Cherry
Lodi, CA 95240
Barry Hane
413 E. Locust
Lodi, CA 95240
Kathleen Silva
1035 S. Central
Lodi, CA 95240
Page 3
Providing that 54% of these projects materialize, our total City
of Lodi Rehabilitation allocation will be depleted and with the
present amount of public awareness that has been generated, there
will be a further demand for this program.
In conclusion, the status of the City of Lodi Rehabilitation
Program allocation is as follows:
Four (4) projects funded: $119,634.00
54% of Estimatedro'ects in process: $192,240.00
Estimated administration: $33,000.00
Total Estimated Expenditures: $344,874.00
Total Allocation $333,440.63
If you have any questions or need further information, please
contact me—at (209) 468-3021.
�mcerely;
--BENE' JAPI
DeputyA13
RJ/A$/
Attachments
HOME-RENOCA.IO LOAN FL';:DS ACA11 -BLr Ifi LODi
Residents in the older section of Lo4i whase nones neer' substa^ria'_
renovation may be eligible for a no-inrerest or low-interest
government loan.
To be eligible, the residence must be o, -mer occupied and in need
of substantial repairs to meet housing and safety code standards,
The home muss also be located within the area bounded by the
Mokefumne River on the north, Highway 99 on the east, Kettluman
Lane on the south and Southern Pacific Railroad on the west.
Funding is from the federai government's Community Development Block
Grant Program.
To qualify for nelp, the annual household income levels must be
less than $27,150 for a family of one and less than 548,450 for a
family of eight.
The program is administered Ly the San joaquin Count]: Neighborhood
Preservation Div;sion. For more information, contact the division.
at 468-3175.
Lodi Sentinel
April 17, 1990
Lodi home repair funds available
Residents in the older section of Lodi whose homes need substan-
tial renovation may be eligible for a no -interest or low-interest gov-
ernment loans through San Joaq ui n County.
7b be eligible, the residence must be owner occupied and in Meed
of sLtstantial repairs to meet housing and safety code standards.
Funding is through the federal government's Community Develop-
ment Sl,ods Grant Program.
Boundaries are the Mokelumne River to the north, Flighwav 9.9
on the east, Kettlema.n Lane on the south and the Southern Pacific
;Railroad on the west. To qualify, the annual household income
range is from $27,150 for a family of one up to $48,450 for a family
of eight.
For more information, contact the Neighborhood Preservation
Division at 468-3175.
CITY of LODI
NO INTEREST OR LOW INTEREST
LOANS
FOR HOME IMPROVEMENTS
SAN JOAQUIN COUNTY ADMINISTERS CREATIVE FINANCING
PROGRAMS TO ASSIST PROPERTY OWNERS IN MAKING HOME
IMPROVEMENTS.
YOU CAN MAKE THOSE LONG NEEDED REPAIRS WHILE
IMPROVING THE VALUE Of YOUR PROPERTY.
OUR PROGRAMS INCLUDE LOW INTEREST LOANS, DEFERRED NO
INTEREST LOANS AND GRANTS. EACH E DESIGNED TO MAKE
NEEDED IMPROVEMENTS AFFORDABLE FOR LOW TO MODERATE
INCOME HOMEOWNERS.
FOR MORE INFORMATION PLEASE CONTACT:
NEIGHBORHOOD PRESERVATION DIVISION
1810 E. HAZELTON AVENUE
STOCKTON, CA 95205
"URBAN: COU14TY"
CON•IN UNITY DEVELOPMENT BLOCr GRANT
COOPERATION AGREMIENi
This agreement is enterec; into this 3.st day of —&y --r -L"¢
by and between the City of
r.nd i
hereinafter referred
to as "Recipient", and the County of San Joaquin, hereinafter
referred to as "County" -
WHEREAS, "Recipient" is a duly constituted corporation under
the lays of the State of California, and is empowered thereby to
undertake essential community developnent and housing assistance
activities, specifically urban renewal and publicly assisted
housing ;
VIHEREAS, "COUNTY" is a duly constituted subdivision of the
State of California, and is also empowered by State law to
undertake essent_al community development and 'housing assistance
activities, specifically urban renewal and publicly assisted
housing;
WHEREAS, Government Code Sections 6500, et sea,., authorize
two or more public agencies to jointly exercise any power common
to both, and,
VMEREAS, it is mutually desired by the parties hereto to
enter into a Cooperation Agreement, in accord with the Housing
and Community Development Act o` 1974, as aMendec, and applicable
Fecera . ules and regulations adopted pursuant thereto, whereby
cI;e Parties shall -4ointIv undertake community development and
housing assistance activities. Such activities are to be
financed' in whole or in part by Community Development Block Grant
(CDBG) funds.
NOW, THEREFORE, BE IT RESOLVED as follows:
1. The parties hereto agree to cooperate to undertake, or
assist in undertaking, community renewal and ,lower
income housing assistance activities, specifically
urban renewal and publicly assisted housing, pursuant
to the Housing and Community Development Act of 1974,
as amended.
2. The parties agree that:
I. RECORDKEEPING
Recipient shall establish and maintain sufficient
records to enable HUD to determine whether the
Recipient has met the requirements of 24 CFR 570,
Community Development Block Grant Prcgram. At a
minimum, the following records are needed:
A. Records providing a full description of each
activity assisted (or being assisted) with
CDBG funds, including its location, the
amount of CDBG funds budgeted obligated and
expended for the activity and the eligibility
provision.
PAGE 3
4
B. Records demonstrating that each activity
undertaken meets one of the mandated national
objectives, set forth in 570.208.
(Determination made by the County, and
provided to the Recipient.) Such records
shall include the following information:
1. For each activity determined to benefit
low and moderate income persons, the
income limits applied, and the point in
time when the benefit was determined.
2. For each activity determined to benefit
low and moderate income persons based on
the area served by the activity:
a. The boundaries of the service area;
and,
b. The income characteristics of
families and unrelated individuals
in the service area.
3. For each activity determined to benefit
low and moderate income persons because
the activity involves a facility or
service designed for use by a limited
clientele consisting exclusively or
PAGE 4
I,—
3:
predominantly of low and moderate income
persons:
a. Documentation establishing that the
facility or service is designed
for, and used by, senior citizens,
handicapped persons, battered
spouses, abused children, the
homeless, illiterate persons, or
migrant farm workers (presumptive
low/mod benefit);
b. Documentation describing how the
nature and, if applicable, the
location of the facility or service
establishes that it is used
predominantly by low and moderate
income persons; or
r
C. Data showing the size and annual
income of the family of each person
receiving the benefit.
4. For each activity determined to benefit
low and moderate income persons based on
the creation of jobs, the recipient
shall provide:
a. A copy of a v-ritteii agreement from
^,
PAGE 5
c
each
assisted business containing:
(1)
a commitment by the business
that it will make at least 51
percent of the jobs available
to low and moderate incone
persons, and,will provide
training for any of these jobs
requiring special skills or
education;
(2)
a listing by job title of the
permanent jobs to be created,
which jobs require special
skills or education, and which
jobs are part-time, if any;
and
(3 )
a description of actions to be
taken by the Recipient and
business to ensure that
low/nod income persons receive
first consideration for these
jobs.
b. A listing by j o b title of the
permanent ;obs filled, and which
jobs
of those were available to
FAGE 6
N
I
low/mod income persons, and a
listing of low/mod income persons
interviewed for a particular job;
and which low and moderate income
persons were hired.
5. For
each activity determined to benefit
low
and moderate income persons based on
the
retention of jobs:
a,
Evidence that, in the absence of
CDBG assistance, jobs would be
lost;
b,
For each business assisted, a
listing by job title of permanent
jobs retained;
C.
?or each retained job claimed to be
held by a low/mod income person,
information of the size and annual
income of the person's family.
6. For
each activity determined to aid in
the
prevention or elinination of slums
or
blight based on addressing one or
more
of the conditions which qualified
an
ares as a slum or blighted area:
a.
The boundaries of the area; and
I
PAGE 7
b. A description of the conditions
which qualified the area at the
time of its designation in
sufficient detail to demonstrate
how the area met tho slum and/or
blight criteria.
7. For each activity detormined to meet a
community development noed having a
particular urgency:
a. Documentation concerning the nature
and degree of seriousness of the
condition, requiring assistance:
b. Certification that the CDBG
activity was designod to address
the urgent need;
O. Information on the timing of the
development of tho serious
condition; and
d. Evidence confirming that other
financial resources to alleviate
the need were not available.
C. Records which demonstrate tl)ot an eligibility
determination was made as psoicribed in 24CFR
570.201 (Determination made by the County,
PAGE 8
1
and provided to the Recipient).
D. Records related to real property acquired or
improved in whole or in part using CDBG funds
in excess of $25,000:
Certification that a subrecipient may not
change the use, or planned'use, of any such
property (including the beneficiaries of such
use) from that for which the acquisition or
improvement was made, for five years after
the closeout of the grant, unless the
recipient provides affected citizens with
reasonable notice of, and opportunity to
comment on, any such proposed change, and
either:
1. The new use of such property qualifies
as meeting one of the national
objectives, and is not a building for
the general conduct of government; or
2. Property is disposed of in a mariner
which results in the amount of t h e
current fair market value of the CDBG
funded acquisition or improvement, and
the Recipient's CDBG Program is
reimbursed in this amount.
PAGE 9
1W
E. Records which demonstrate compliance with the
citizen participation requirements as
follows =
1. Provide citizens with information
concerning the amount of CDBG funds
expected to be available:
2. Provide citizens with the range of
activities that may be undertaken with
CDBG funds;
3. Hold at least one public hearing to
obtain citizen views on community needs;
4. Publish community -wide, its proposed
statement of commun_ty development
objectives and projected use of CDBG
funds so as to afford affected citizens
the opportunity to comment.
F. Record of agreements with subrecipients
indicating, at a minimum, the requirements of
this agreement, and the following:
1. In accordance with 24CFR 85.43,
suspension or termination may occur if
the subrecipient materially fails to
comply with any term of the award, and
that the aararG may be terminated for
PAGE 10
convenience in accordance with 24CFR
2. Where applicable conditions prescribed
in 24CR 570.200(j) for the use of funds
by religious organizations.
11. REPORTS
Recipient shall submit the following performance
and/or evaluation report to the County to
facilitate mandated reporting to HUD:
A. A calendar quarterly report of progress and
accomplishments for all funded activities, to
include a quantitative list of activity
beneficiary type(s);
& An annual equal employment opportunity report
(HUD/EEO-4) on recipie..t employment,
containing data as of June 30;
C. A semiannual Minority Business Enterprise
Report by March 30, indicating contract and
subcontract activity during the first half of
the fiscal year and, by September 30, a
report on such activity during the second
half of the year.
D. Recipients may be required to submit such
other reports and information as HUD
PAGE 11
determines are necessary to carry out its
responsibilities.
III . PROGRAM INCOHIE
Recipient shall inform the County of any program
income generated by expenditure of CDBG funds.
Program income earned by the Recipient is to be
returned to the County or retained by the
Recipient. Where program income is to be retained
by the Recipient, program income may be used only
for eligible activities, subject to all applicable
requirements governing the use of CDBG funds.
jlhen the subrecipient retains program income,
program income shall be substantially disbursed
before additional drawdowns of grant funds are
made for the same activity. Upon close-out or
change in status, the Recipient shall return to
the County all program income on -hand and received
subsequent to close-out or change in status.
IV. ADEINISTRATION
As the primary general-purpose local government
unit under the Housing and Community Development
Act of 1974, as amended, it shall be the
PAGE 12
responsibility of "COUNTY" to apply for grants, to
administer all funds received, and to undertake or
assist in undertaking essential community
development and housing assistance activities.
A. "COUNTY" shall maintain records in accordance
with applicable statutes and regulations and
with approved accounting procedures, and said
records shall be available for public
inspection at all times.
B. "COUNTY" and "Recipient" shall take all
required actions necessary to comply with:
1. Section 104 (b) of Title I of the
Housing and Community Developnent Act of
1974, as amended, including Title VI of
the Civil Rights Act of 1964, Title VIII
of the Civil Rights Act of 1968, Section
109 of Title I of the Housing and
Community Development Act of 1974, and
other applicable laws, and
2. Provision of the National Environmental
Policy Act of 1969.
V. UNIFORM ADMINISTRATIVE REQUIREMEt'TS
Recipient shall corlply with applicable uniform
administrative requirements, as described in 24CFR
570.:,02 and the Urban County's certification
PACE 13
required by section 104 (b) of Title I the Housing
and Community Development Act of 1974, as amended
including Title VI of the Civil Rights Act of
1964, Title VIII of the Civil Rights Act of 1968,
.. r
section 109 of Title I of the Housing and
Community Development Act of 1975, and other
applicable laws.
VI. REVERSION OF ASSETS
The Recipient and any of its subrecipients shall,
at the expiration of the CDBG grant, transfer to
the County any CDBG funds on hand at the time of
expiration, and any accounts receivable
attributable to the use of CDBG funds.
VII. EhW IRONMENTAL STANDARDS
Prior to the commencement of each CDBG funded
activity, Recipient will complete all mandated
environmental reviews in conpiiance with 24CFR
Part 58, Environmental Review Procedures for
Community Development Block Grants. The County
will determine the required environmental review
procedure to be completed for each activity, and
provide technical assistance to facilitate
compliance.
Joaquin Co. All
PAGE 14
VIII .
IX.
AUDIT
Annually, the Recipient shall undertake an audit
of its entire operation, by an independent
auditor, in accordance with generally acceptable
government auditing standards covering financial
audits. Results of this audit should be forwarded
to the County within 30 days of completion of the
audit. Additionally, Recipient and any
subrecipients of CDBG funds shall make available
for review all documentation related to the
utilization of CDBG funds upon notification by
HUD, the County or their designated agents.
PROPERTY
Property records are to be maintained for all
equipment acquired with CDBG funds having an
initial acquisition cost of $5,000 or more. A
copy of tho property record should be forwarded to
the County upon receipt of toe equipment.
X. SUBRECIPIENT AGREEMENT
Pursuant to 24CPR570.501(b), the recipient is
subject to the same requirements applicable to
subrecipients, including the requirement of a
written agreement set forth in 24CFR570.503.
XI. DRUG FREE WORKPLACE CERTIFICATE
The Recipient will certify to the County that it
provides a drug- free workplace as mandates: by the
San Joaqu in CO
PAGE 15
�r?f,2 � �U L.�! �.. liij . iJlJ3 i .11•+
Drug -Freie Workplace A c t and as indicated in
Attachment 1.
XII. TEEM OF AGREEMEN I
The terms of this Agreement shall apply to
activities which w i 11 be funded from annual CDBC
allocations from Federal Fiscal Years 1991, 1992
and 1993.
A. Any notice of intent to terminate or withdraw
from this Agreement by either of the parties
hereto shall have no effect until September
30, 1993, the end of the three year Urban
County qualification period anc such
additional time that may be required for the
expenditure of funds, granted to the County
for such period.
B. Also, this Agreement shall remain in effect
during any period that Recipient or any
subrecipients of CDBG funds have control over
CDBG funds, including program income.
XIII. FAIR HOUSING
CDBC funding For activities in or in support of
any cooperating unit of general local governn-ent
that does not affirmatively further fair housing
within its own jurisdiction or that impedes the
County's actions to comply with its fair housing
certification is prohibited.
N
PAGE 16
IN WITNESS WHEREOF8 the parties have executed the above
instrument on the day and year first above written.
"COUNTY" "RECIPIENT"
By.[:2404C� .
John R, (Randy) Snider
DOUGLASS D. WILHOIT, Chairman Mayor
of the Board of Supervisors City of Lodi
ATTEST = JORETTA J . HAYDE
Clerk of the Board of
Supervisors of the County
of San Joaquin, State of
California
By:
Deputy CIUM Seal )'
Approved as to form:
John F. Cheadle
County Counsel
By
Sandra Michael Af fonso
Deputy County Counsel
CDBG. CA
ATTEST:
City of Lodi
Lo
Alice M. Reimche