HomeMy WebLinkAboutAgenda Report - September 7, 2011 G-01 PHAGENDA ITEM /
CITY OF LODI
COUNCIL COMMUNICATION
• TM
AGENDATITLE: Conduct a Public Hearing to Consider ana Approve the 20 0/11 Community
Development Block Grant (CDBG) Consolidated Annual Performance and
Evaluation Report; a Separation Agreement with San Joaquin County; and an
Amendment of the 2011/12 Action Plan to Accommodate the Reallocation of
Unused CDBG Funds from the 2010/11 Program Year and Transferred CDBG
Funds from San Joaquin County through the Separation Agreement.
MEETING DATE: September 7,201 1
PREPARED BY: Community Development Department
RECOMMENDED ACTION: Conduct a public hearing to consider and approve the 2010/11
Community Development Block Grant (CDBG) Consolidated Annual
Performance and Evaluation Report (CAPER); a Separation
Agreement with San Joaquin County; and an amendment of the 2011112 Action Plan to accommodate
the reallocation of unused CDBG funds from the 2010/11 Program Year and transferred CDBG funds
from San Joaquin County through the Separation Agreement.
BACKGROUND INFORMATION: A public hearing is required as part of the federal requirements of
the Community Development Block Grant (CDBG) program.
The 2010/11 CAPER describes the programs and activities accomplished during that program year, in
which the City received $810,608 in federal CDBG funds. The public review and comment period for the
CAPER document began August 23,201 1 and ends September 7,201 1.
At the completion of the 2010/11 Program Year, there were unused CDBG funds from three Public
Services and one project that will need reallocating to a new or existing 2011112 project(s), which will
require the amendment of the 2011/12 Action Plan. The public review and comment period for this
Action Plan amendment began August 8,201 1 and ends September 7,201 1.
In addition, as the City elected to separate from the Urban County in 2009 in order to receive CDBG
funding directly as an Entitlement Community, a Separation Agreement is required to be executed
between San Joaquin County and the City of Lodi and forwarded to the U.S. Departmentof Housing and
Urban Development (HUD) for that agency's subsequent review and approval.
Through that Separation Agreement, we have identified unused Urban County CDBG funds that will
need to be transferred from the HUD line of credit for San Joaquin County to the HUD line of credit for
the City of Lodi Entitlement. The funds transferred through that Separation Agreement will need to be
designated to new or existing 2011/12 projects, which will be included in the amendment of the 2011/12
Action Plan.
APPROVED:
City Manager
Conduct PH for CDBG CAPER
September 7,201 1
Page 2 of 4
The 2011112 Action Plan was adopted on April 20, 2011, and approved by the U.S. Department of
Housing and Urban Development (HUD) in June 2011. Since that time, the City has identified five
projects that have funding available for reallocation. In the course of developing a Separation
Agreement between the City of Lodi and San Joaquin County, a total of 12 Urban County projects have
been identifiedfor reallocation.
Entitlement Proiects
A total of $35,577.59 in CDBG funds from the following five 2010111 projects are proposed for
reallocation:
Project 09-07 LOEL Kitchen Renovation - $4,821.85
The project is now complete and the remaining balance is proposed for reallocation.
Project 10-03 Housing Authority HVAC - $9,432.20
The project is now complete and the remaining balance is proposed for reallocation.
Project 10-06 Graffiti Abatement - $15,869.57
The graffiti abatement program met its goals for the 2010/11 program year, but had a balance after cost
accounting was complete.
Project 10-08 Fair Housing Services - $520.64
The local Fair Housing agency met its goals for the 2010111 program year, but had a balance after cost
accounting was complete.
Project 10-09 Spay/Neuter Program - $4,933.33
The spay/neuter program met its goals for the 2010111 program year, but was not able to expend all of
its funds within the program year.
Urban County Proiects
A total of $358,628.82 in Urban County CDBG funds from the following 12 projects are proposed for
reallocation:
Project 06-12 Economic Development— Job Creation - $139,425.00
The proceeds from the payoff of a loan through the Revolving Loan Fund (RLF) Program were returned
to the program.
Project 06-16 Tienda Drive Senior Housing - $77,692.89
This allocation is obligated to Eden Housing for their development of a senior housing project at 2245
Tienda Drive.
Project 07-03 Grape Bowl ADA Access Improvements- $101,639.75
The design and engineering work that these funds were allocated for are now complete and the
remaining balance is proposed for reallocation.
Project 08-01 Blakely Park North Pool Deck - $5,997.94
The project is now complete and the remaining balance is proposed for reallocation.
Project 08-03 Elm Street Demolition- $610.28
The project is now complete and the remaining balance is proposed for reallocation.
Project 08-05 Salvation Army Freezer/Cooler - $1,948.98
The project is now complete and the remaining balance is proposed for reallocation.
Conduct PH for CDBG CAPER
September 7,2011
Page 3 of
Project 08-06 Salvation Army — Hope Ave. Improvements - $40.53
The project is now complete and the remaining balance is proposed for reallocation.
Project 08-09 LOEL Center Kitchen Renovation - $0.60
The project is now complete and the remaining balance is proposed for reallocation.
Project 08-10 Administration -$1,413.65
The remaining balance is proposed for reallocation.
Project 08-16 LibraryRestroom Improvements -$35.19
The project is now complete and the remaining balance is proposed for reallocation.
Project 08-18 Hale Park Surface Renovation - $0.01
The project is now complete and the remaining balance is proposed for reallocation.
Project 08-20 Blakely Park Swing Area Renovation - $29,824.00
The project is now complete and the remaining balance is proposed for reallocation.
Staff has identified one existing and three new activities in which to commit the reallocated funds. In
order to commit a substantial amount of additional funds to existing or new activities, the City must
amend the 2011/12Action Plan.
The following 2011/12 projects are proposed to receive the reallocated funding:
Existing Project 11-02
ADA Accessibility Improvements
Current allocation:
$100,000.00
Reallocated funds:
$ 35,577.59
Adjusted allocation:
$135,577.59
New Project 11-10
Tienda Drive Senior Housing Project
Current allocation:
$ 0.00
Reallocated funds:
$ 78,000.00
Adjusted allocation:
$ 78,000.00
New Project 11-11
Alley Drainage Improvements
Current allocation:
$ 0.00
Reallocated funds:
$180,000.00
Adjusted allocation:
$180,000.00
New Project 11-12
Housing Rehabilitation Program
Current allocation:
$ 0.00
Reallocated funds:
$100,628.82
Adjusted allocation:
$100,628.82
The Action Plan amendment was made available for public review during a 30 -day public comment
period from August 8,
2011 to September 7, 201 1 -
Conduct PH for CDBG CAPER
September 7,2011
Page of 4
FISCAL IMPACT: The CAPER document, as well as the Action Plan Amendment, is being
completed as an administrative activity that is funded through the City's
CDBG administrative allocation from HUD.
FUNDINGAVAILABLE: Not applicable.
A
Konya dMartlam
Community Development Director
KB/jw
2010-2011 CAPER
I. EXECUTIVE SUMMARY
This Consolidated Annual Performance and Evaluation Report describes the City's housing
and community development accomplishments in the 2010-11 fiscal year, with a special
focus on those activities funded by the Community Development Block Grant.
In the 2010-2011 program year, the City funded improvements to parks, infrastructure, and
the LOEL Senior Center, as well as several public service activities.
Accomplishments include the following:
• Completed work on the reconstruction of two alleys in low-income areas to improve
drainage, and began the procurement process for additional alley improvements;
• Completed the renovation and expansion of the LOEL Senior Center kitchen to meet
commercial kitchen standards, so that LOEL can take over daily senior meal
preparation for northern San Joaquin County.
• Replaced six HVAC units at an affordable housing complex administered by the
Housing Authority of the County of San Joaquin;
• Completed improvements to the newly acquired "180 Teen Center" facility to be
used for individual and group counseling, as well as group activities;
• Provided nearly 235,000 pounds of food to nearly 6,800 Lodi residents through
Second Harvest Food Bank;
• Removed more than 1,000 instances of graffiti in low-income areas;
• Funded the spay/neuter of 711 cats and 55 "pit bull" dogs;
• Provided 114 households with fair housing information; and
• Began work on ADA accessibility improvements at Van Buskirk playground.
In addition, staff continued to make progress on the development of an 80 -unit affordable
senior housing complex (with Eden Housing) and implementing a first-time homebuyer
assistance program. The City also provided one-on-one training to public service providers,
and implemented monitoring and fiscal systems to oversee and track progress of the CDBG
grant program. All of the proposed activities for the year were completed or underway by
the end of the fiscal year.
Program year 2010-11 was the City's second year as an entitlement jurisdiction for CDBG
funds. Staff strived to provide training opportunities to new grant recipients and establish
best practices, with the goal of integrating them into the day-to-day and long-term
implementation of the program.
ILINTRODUCTION
2010-2011 CAPER
As an entitlement grantee for the United States Department of Housing and Urban
Development (HUD) formula Community Development Block Grant (CDBG) program, the
City of Lodi is required to prepare a Consolidated Annual Performance and Evaluation
Report (CAPER) to analyze and summarize program accomplishments during the preceding
program year.
This CAPER assesses Lodi's progress in completing activities identified in the 2010-11
Action Plan, which covers the period from July 1, 2010 through June 30, 2011. The CAPER
also reports progress in meeting overall five-year Consolidated Plan goals and priorities,
and identifies areas for improvement as a result of annual self -evaluations and HUD
performance reviews.
The 2010-11 program year was the City of Lodi's second year as an entitlement recipient of
Community Development Block Grant (CDBG) funds.
The Neighborhood Services Division, within the Community Development Department,
serves as the lead agency for the administration of CDBG funds.
Questions regarding this report should be directed to the staff within this division at:
CDBG Program Administrator
City of Lodi
221 W. Pine Street, PO Box 3006
Lodi, CA 95241
209-333-6711
This report was made available for public review during a public comment period from
August 24, 2011 to September 7, 2011. A public notice announcing its availability was
published in the Lodi News -Sentinel on August 6, 2011. A public hearing on the report was
held on September 7, 2011 at the Lodi City Council meeting.
III.ACTIVITY SUMMARIES
HOUSING
Affordable Housing Land Acquisition
The City will provide funding to a non-profit housing develop to purchase land for an
affordable senior housing development.
2010-11 Objective: Construct 80 affordable housing units.
Funding Allocated: $1.2 million (prior -year funding through the San Joaquin
Urban County)
2010-11 Accomplishment: Developer Eden Housing acquired the property.
2010-2011 CAPER
Pre -development and financing underway.
Actual Expenditure: $667,613.95 (in Urban County CDBG funds)
Narrative: The project is in pre -development. The developer and City
are assembling financing. Construction on the project is
anticipated to start in summer 2012. A total of 80 units are
planned.
2010-2011 CAPER
PUBLIC FACILITIES
LOEL Senior Center Kitchen Renovation (09-07)
Renovate and expand the current LOEL kitchen to commercial kitchen standards, so that
LOEL can take over daily senior meal preparation for northern San Joaquin County.
Ongoing funding for meals will be provided through state and federal sources.
2010-11 Objective: 1 public facility improved
Funding Allocated: $228,402
2010-11 Accomplishment: 1 public facility improved
Actual Expenditure: $223,580.15
Narrative: Construction work to expand and modernize the kitchen
began in May 2010. Construction was completed in April
2011.
Alley Drainage Improvements (09-02)
Reconstruct one alley to increase accessibility and drainage. Storm drain facilities will be
added and the alley will be resurfaced.
2010-11 Objective: 1 public facility improved
Funding Allocated: $249,886
2010-11 Accomplishment: Project underway
Actual Expenditure: $47,376.96
Narrative: Phase I of the project, which included improvements to two
alleys, was completed in November 2010. In the summer of
2011, the City bid Phase II of the project and awarded a
contract for improvements of three additional alleys. The
preconstruction meeting was held in August 2011, and work
on Phase II is anticipated to be completed in spring 2012.
Outcomes will be reported in the 2011-12 CAPER.
Water Meter Installation (10-02)
The City will provide a small grant to homeowners needing financial assistance in order to
pay a special assessment levied by the City in order to fund water meter installation. Grants
of up to $1,200 will be available to low-income homeowners in the City's target areas. Water
meters will be installed throughout the City.
2010-11 Objective:
Funding Allocated:
2010-11 Accomplishment:
Actual Expenditure:
177 water meters installed
$224,384.19
Project cancelled
$0.00
2010-2011 CAPER
Narrative: After extensive review by staff, it was determined that
implementation of this project would be more cost-efficient
if another source of available funding was used. The
project's full balance was reallocated by the City Council on
February 16, 2011 to the following projects: 10-10 Economic
Development Revolving Loan Fund ($80,000) and 10-11
Alley Drainage Improvements ($144,384.19).
Housing Authority HVAC (10-03)
The City will grant funds to the Housing Authority of the County of San Joaquin for the
replacement of HVAC units serving a six -unit affordable housing complex. The new energy-
efficient units will replace units that are more than 15 years old, and will reduce utility costs
for households living in the units.
2010-11 Objective: 6 rental housing units improved
Funding Allocated: $32,218
2010-11 Accomplishment: 6 rental housing units improved
Actual Expenditure: $22,341.75
Narrative: Construction work to install six HVAC units began in
December 2010. Construction was completed in January
2011. The remaining balance of funding will be reallocated in
an amendment to the 2011-12 Action Plan.
Van Buskirk Playground (10-04)
The City will remove the existing playground equipment and replace it with playground
equipment that meets current ADA regulations and safety standards. The work will be done
within the footprint of the existing play area, and is anticipated to be completed by
December 2010.
2010-11 Objective: 1 public facility improved
Funding Allocated: $170,131.87
2010-11 Accomplishment: Project underway
Actual Expenditure: $5,315.01
Narrative: This project to make ADA accessibility improvements at Van
Buskirk Park went out to bid in June 2011. Construction
work began in August 2011. Construction is anticipated to
be completed in September 2011. Outcomes will be reported
in the 2011-12 CAPER.
One Eighty Teen Center Improvements (10-05)
2010-2011 CAPER
The City will grant funds to the 180 Teen Center to expand and remodel their newly -
acquired property. The repairs will include upgrades to electrical, plumbing, HVAC,
flooring, and other general improvements. The goal is to use the facility for individual and
group counseling, as well as group activities.
2010-11 Objective: 1 public facility improved
Funding Allocated: $37,703.96
2010-11 Accomplishment: 1 public facility improved
Actual Expenditure: $37,703.96
Narrative: Construction work to expand and remodel the newly
acquired Teen Center property began in March 2011.
Construction was completed in May 2011.
Alley Drainage Improvements (10-11)
The City will reconstruct at least two alleys in target areas in order to increase accessibility
and drainage. Existing alley paving will be removed and replaced with storm drains and
pervious concrete.
2010-11 Objective: 2 public facilities improved
Funding Allocated: $144,384.19
2010-11 Accomplishment: Project underway
Actual Expenditure: $0.00
Narrative: Funds from the open 09-02 Alley Drainage Improvements
project (with a remaining balance of about $200,000) will be
drawn down first, and the remaining project costs will be
drawn down from this project. Remaining funds will then be
allocated toward Phase III of the project.
PUBLIC SERVICES
Graffiti Abatement (10-06)
The Graffiti Abatement Program will remove graffiti on properties located in target areas.
Staff will remove graffiti by pressure -washing the structure or by painting over it. The goal
of the program is to preserve neighborhood property values.
2010-11 Objective: 622 instances of graffiti removed
Funding Allocated: $56,591
2010-11 Accomplishment: 1,120 instances of graffiti removed
Actual Expenditure: $40,721.43
2010-2011 CAPER
Narrative: The graffiti abatement program operated year-round and
exceeded goals. Most graffiti reported was removed within
1-2 days. Graffiti removal staff kept logs detailing location of
graffiti and what was written to assist the police in
identifying trends and combating future graffiti. On
February 16, 2011, $20,000 was reallocated since it was
anticipated the activity would not use all of the programmed
funds. The remaining balance of funding will be reallocated
in an amendment to the 2011-12 Action Plan.
Second Harvest Food Bank (10-07)
Provide funding to Second Harvest Food Bank to purchase foods that are not typically
donated to the food bank (e.g., meat and dairy products).
2010-11 Objective:
Funding Allocated:
2010-11 Accomplishment:
Actual Expenditure:
6,500 persons assisted
$10,000
6,782 persons assisted
$10,000
Narrative: Second Harvest operated two food assistance programs. The
Senior Brown Bag program delivered 58,098 pounds of food
to Lodi seniors. The Food Assistance Program delivered
176,427 pounds of food to Lodi residents. The estimated
value of food provided to Lodi residents was $351,788.
Second Harvest supplemented funds from the City of Lodi
with private donations (food and cash), handling fees, and
FEMA grants.
Table 2
Second Harvest Food Bank Beneficiaries
Total Persons
6,782
100%
Total Low/Mod-Income
6,782
100%
Extremely low-income
5,949
88%
Low-income
624
9%
Moderate -income
209
3%
Special Needs
1,349
20%
Disabled HH Member
252
4%
Senior Headed HH
262
4%
Female Headed HH
835
12%
5+ Person HH
Not collected
--
Race/Ethnicity
--
Hispanic (all races)
2,086
31%
White
3,659
54%
2010-2011 CAPER
Black or African-American
710
10%
Asian
208
3%
American Indian or
Not collected
Moderate -income
Alaskan Native
81
1%
Native Hawaiian or Pacific
12
<1%
American Indian or
Alaskan Native and White
12
<1%
Asian and White
--
Black or African American
and White
14
<1%
American Indian or
Alaskan Native and Black
Multiracial
N/A
Other/No response
N/A
San Joaquin Fair Housing (10-08)
San Joaquin Fair Housing provides fair housing services, such as housing discrimination
and tenant/landlord law hotline, complaint investigation, and outreach and education
through public forums.
2010-11 Objective: 2,025 persons assisted
Funding Allocated: $20,000
2010-11 Accomplishment: 470 persons assisted (129 households)
Actual Expenditure: $19,479.36
Narrative: San Joaquin Fair Housing promoted fair housing by
advertising in local media, attending nine community events
in San Joaquin County, and distributing fliers to four
locations in Lodi. They served a total of 470 persons (129
households) by providing information on fair housing. A
total of 25 households were served through formal intakes.
Of the 25 cases, 19 were resolved. Issues relating to formal
intakes were not concentrated on any topic.
Table 3
San Joaquin Fair Housing Beneficiaries
Total Households
129 100%
Total Low/Mod-Income
91 (households) 100%
Extremely low-income
Not collected
Low-income
Not collected
Moderate -income
--
Special Needs
-- --
Disabled HH Member
47 36%
2010-2011 CAPER
Senior Headed HH
17
13%
Female Headed HH
90
70%
5+ Person HH
49
38%
Race/Ethnicity
--
Hispanic (all races)
55
43%
White
37
29%
Black or African-American
19
15%
Asian
8
6%
American Indian or
Alaskan Native
2
2%
Native Hawaiian or Pacific
2
2%
American Indian or
Alaskan Native and White
Asian and White
14
11%
Black or African American
and White
5
4%
American Indian or
3
2%
Alaskan Native and Black
Multiracial
N/A
-
Other/No response
39
30%
Spay/Neuter Program (10-09)
Offer a spay/neuter program for feral cats trapped and released in target areas and pets (cats
and "pit bull" dogs) owned by low-income households.
2010-11 Objective: 525 households assisted
Funding Allocated: $35,000
2010-11 Accomplishment: 218 households assisted
Actual Expenditure: $30,066.67
Narrative: A total of 711 cats and 55 "pit bull" dogs were spayed or
neutered through the program. Of the cats, 279 were pets
and 432 were feral. All pets spayed or neutered were owned
by low-income Lodi residents. The program reduced the
number of unwanted animals delivered to the shelter and
improved public health in the target areas by providing
rabies vaccinations to feral cats. The accomplishment is
lower than the objective because many households had
multiple pets spayed or neutered.
Table 4
Spay/Neuter Program Beneficiaries
2010-2011 CAPER
Total Households
218
100%
Total Low/Mod-Income
218
100%
Extremely low-income
Not collected
-
Low-income
Not collected
-
Moderate -income
218
100%
Special Needs
--
--
Disabled HH Member
46
21%
Senior Headed HH
18
8%
Female Headed HH
117
54%
5+ Person HH
17
8%
Race/ Ethnicity
--
Hispanic (all races)
35
16%
White
183
84%
Black or African-American
--
Asian
1
<1%
American Indian or
Alaskan Native
Native Hawaiian or Pacific
--
American Indian or
Alaskan Native and White
4
2%
Asian and White
1
<1%
Black or African American
and White
American Indian or
Alaskan Native and Black
Multiracial
--
Other/No response
29
13%
Note: Data is provided only on pet owners participating in the program. Persons living
in target areas who benefited from feral cat spay/neuter are not included.
ECONOMIC DEVELOPMENT
Economic Development Revolving Loan Fund (10-10)
The Economic Development Revolving Loan Fund will make loans available to businesses
creating or retaining low-income jobs. Up to $35,000 per full-time low-income job will be
available to Lodi business owners.
2010-11 Objective: 2 business loans
Funding Allocated: $160,000
2010-11 Accomplishment: No loans.
Actual Expenditure: $0.00
2010-2011 CAPER
Narrative: Interested applicants have been reviewed but no loans have
been made
PLANNING AND ADMINISTRATION
CDBG Administration (10-01)
The planning and administration funding is intended to provide funding for general staff
administration of CDBG programs and activities, including Integrated Disbursement and
Information System (IDIS) training, program set-up, reporting, planning, and subrecipient
training and monitoring.
Funding Allocated: $162,122
Actual Expenditure: $162,122
Narrative: CDBG staff carried out a wide range of administrative
activities to implement programs and activities serving the
target income and special needs population.
EXPENDITURE SUMMARY
The following tables show the City's 2010-11 expenditures in different categories and in
comparison to federally -mandated caps. The IDIS reports in Appendix B show additional
detail on the City's expenditures. The City received no program income in the program
year.
Table 5
2010-11 CDBG Allocations and Expenditures
QM
I_11GTiFZi7:
I 11111 iT
Planning and Administration
$162,122.00
$162,122.00
Public Services
$121,591.00
$100,267.46
Public Improvements - City
$457,417.00
$6,104.33
Public Facilities - Nonprofit
$69,478.00
$60,045.71
Total
$810,608.00
$328,539.50
Table 6
Timely Expenditure Calculation
Timely Expenditure Calculation 1'
Total 2010-11 annual funding $810,608.00
Total funds remaining at year-end $706,498.36
Percentage of total funding remaining 87%
2010-2011 CAPER
Table 7
Planning and Administration Calculation
Planning and Admin Calculation 0%
Total 2010-11 annual funding $810,608.00
Total planning and admin expenditures $162,122.00
Planning and admin percentage 20%
Table 8
Public Services Calculation
Public Services Calculation (15% max)
Total 2010-11 annual funding $810,608.00
Total public services expenditures $100,267.46
Public services percentage 12.4%
2010-2011 CAPER
IV.GENERAL NARRATIVE
GEOGRAPHIC DISTRIBUTION
The City's CDBG target areas (low-income areas) are primarily located on Lodi s eastside.
All of the CDBG-funded public facilities activities took place within the target areas. The
LOEL Senior Center is located in Census Tract 44.01 (Block Group 2), which has a
population that is 73 percent low-income, although the Center serves residents from the
entire city. The alley drainage improvements took place in Census Tract 45.00 (Block Groups
3 and 4), an area which is 76 percent low-income. Blakely Park, in Census Tract 44.01 (Block
Group 3), serves an area that is 71 percent low-income.
The City's public services, with the exception of graffiti abatement, were available to all Lodi
residents. Graffiti abatement activities took place in all the City's target areas. Overall, these
areas have a population that is 70 percent low-income.
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2010-2011 CAPER
AFFIRMATIVELY FURTHERING FAIR
HOUSING
In 2010-11, the City began work and completed its first Analysis of Impediments to Fair
Housing Choice. This document reviews demographics; lending patterns; local, state, and
federal codes and regulations; fair housing complaints; and other relevant resources to
determine impediments to fair housing in the community. The Al also identified actions the
City will take in order to address fair housing impediments.
During the 2010-11 fiscal year, the City contracted with San Joaquin Fair Housing, a local
non-profit agency that offers information of fair housing law and mediates tenant -landlord
disputes, as well as investigates housing discrimination complaints. No investigations were
conducted in the program year.
Fliers relating to fair housing topics were distributed to four locations in Lodi, and San
Joaquin Fair Housing offered drop-in fair housing services from the Lodi Public Library one
day per week. Information was available by phone from their Stockton offices five days per
week.
Additional actions taken to promote fair housing include the participation in community
events, advertisement in the Lodi News -Sentinel and on local cable access television, and
maintaining a website with fair housing information. Fair Housing staff hosted a booth at
the local Farmers' Market twice during the program year.
The City displays fair housing materials at City Hall, and copies of these materials are free
to the public. Fair housing information is sent free of charge to those who request it. In
addition, the City promotes fair housing awareness in its housing programs and works with
housing providers in the City to ensure the fair and equitable treatment of persons and
households seeking housing in the City.
In the update of the City's Housing Element, the City committed to taking the following
actions to address fair housing.
• Provide incentives for affordable housing development.
• Increase housing options through better definition of both transitional and
supportive housing.
• Provide Homebuyer Assistance
• Subdivide larger sites for development of housing for low-income households
AFFORDABLE HOUSING
The City's affordable housing efforts in 2010-11 focused on expanding the supply of
affordable housing and improving the ability of households to afford homeownership.
2010-2011 CAPER
The City continued to work with Eden Housing on the 80 -unit affordable senior housing
complex planned in the Roget Park area. The project design was finalized and Eden
Housing and the City have actively pursued funding to close the gap on this project. This
project is currently in the pre -development phase.
The City also received an $800,000 HOME grant through the California Department of
Housing and Community Development to offer a first-time homebuyer downpayment
assistance program. The City completed the program guidelines and began marketing and
accepting applications in 2010-11.
The City used an allocation of NSP and HOME funds available from the Urban County to
complete four single-family acquisition -rehabilitation projects. Two are being marketed to
low-income households (80% AMI), two to moderate income households (120% AMI). All
have sales prices affordable to the buyers, all are resale restricted.
CONTINUUM OF CARE NARRATIVE
Lodi is a member of San Joaquin County Continuum of Care. The Continuum of Care is
coordinated by the San Joaquin County Neighborhood Preservation Division, which also
manages the Shelter Plus Care and Supportive Housing Programs, both of which provide
homeless County residents with rental assistance and supportive services. San Joaquin
County also coordinates the Homeless Prevention and Rapid Re -housing Program, which
offers short-term and medium-term assistance to homeless households or households as risk
of becoming homeless due to the economic recession.
The Continuum of Care is in the process of developing a Homelessness Prevention Plan,
which will contain strategies and priority actions to expand programs and services for
homeless persons and those at risk of homelessness in the region. The focus will be on
developing individual and family self-sufficiency and, to the extent possible, helping
persons at risk of homelessness to remain in their homes. This effort has continued from the
previous program year.
Lodi participates in the bi-annual countywide homeless survey. Staff assists with the
planning and the point -in -time count, and sponsors a community event that focuses on
connecting homeless persons with local services in coordination with the homeless count.
The event was held on January 26, 2011. The general results of the survey noted a County-
wide increase of 12% in sheltered homeless and 97% increase in unsheltered homeless.
Local Service Provider Assistance
There are many local and regional organizations that provide assistance to the homeless,
persons at risk of homelessness, seniors, and other special needs groups. These
organizations include the Salvation Army, Second Harvest Food Bank, LOEL Senior Center,
Lodi House, Hand Up, and many others.
Second Harvest Food Bank, which provides food primarily to very low-income families, and
LOEL, which serves primarily low-income seniors, both received grant funding in 2010-
2010-2011 CAPER
2011. The City has funded many other local service providers that serve homeless and
special needs groups in prior years and continues to support their activities.
The City has allocated funding to expand the capacity of the local Salvation Army Shelter.
The improvements will allow the shelter to serve families.
The City also participates in the planning for emergency food and shelter services as an
active member of the local FEMA board.
Senior Services
In 2010-11, the City funded improvements to kitchen at the LOEL Center. The
improvements are currently underway, and once completed LOEL will begin preparing and
delivering meals to homebound seniors (Meals on Wheels) as well as continuing to offer
congregate meals at the senior center. The City also continued to make progress on the 80 -
unit affordable senior housing complex planned for the Roget Park area.
Homeless and Homeless Prevention Services
Lodi has several agencies that serve homeless populations. The Salvation Army operates an
emergency shelter with 45 beds for men and 25 beds for women/children, and owns four
units of transitional housing. They also offer daily meals and a range of supportive services
for homeless persons. Lodi House has a total of 26 beds for women/children, and they offer
supportive services as well. Although the City did not use CDBG funding in 2010-11 to
support these organizations, the City has funded them in the past and continues to support
their efforts in other ways.
Lodi staff also works with Hand Up, a grassroots homeless outreach organization that meets
monthly to discuss homeless issues. Participants include the San Joaquin County Board of
Supervisors, Salvation Army, the Unity Project, and several churches. Many of the churches
work together to provide meals to the homeless in a local park.
OTHER ACTIONS IN SUPPORT OF CDBG
GOALS
Actions to Address Obstacles to Meeting Under -Served Needs
The need for affordable housing for low-income households and seniors continues to exceed
the available resources. The City has provided services, discussed previously under the
Continuum of Care narrative, and has worked to create new affordable housing
opportunities for under -served groups, including seniors.
Fostering and Maintaining Affordable Housing
The City of Lodi Strategic Plan identifies development of new housing resources as a
primary component of the City's housing strategy. The City is actively encouraging
2010-2011 CAPER
affordable housing, most notably through the Tienda Drive affordable senior housing
complex and the downpayment assistance program.
In 2010-11 the City continued to work with Eden Housing on the development of an 80 -unit
affordable senior housing complex. Site plans were completed, and the City assisted Eden
Housing with applications for permanent financing. In 2010-11, the City sold property to
Eden Housing in an arm's length transaction to construct the 80 -unit Roget Park project.
The current program year was the second for the City's downpayment assistance program,
funded by an $800,000 HOME grant through the California Department of Housing and
Urban Development. One homebuyer was assisted.
In 2011-12, the City plans to devote additional resources to advancing affordable housing
opportunities. City staff plans to explore alternative resources, including tax credits and
regional and state grant opportunities.
The City has allocated $100,000 in CDBG to
Barriers to Affordable Housing
Lodi continues to work toward meeting the housing needs of its low- and moderate -income
residents. Falling home sales prices in Lodi have made home purchase more affordable to
low- and moderate -income households. The median sales price for homes in Lodi in 2010
was $136,737. Despite falling sales prices in Lodi and San Joaquin County, home prices and
rents are still high enough to make it difficult for extremely low-income households to locate
an affordable unit.
A continued supply of housing affordable to all household income levels is essential to meet
the needs of the residents of the City. The City recognizes the importance of balancing
construction of new affordable housing with preserving and rehabilitating current
affordable housing resources.
The City has updated its General Plan Housing Element and completed an Analysis of
Impediments to Fair Housing Choice. The Housing Element will be considered by the
Planning Commission in September 2011 and by the City Council in October 2011.
Both of these documents explore barriers to producing affordable housing, including
governmental and non-governmental constraints. Governmental constraints include land
use controls, entitlement processing, fees, and building codes. Land use controls are
necessary to ensure orderly and appropriate development and growth in the City. Fees, land
dedication, and public improvements are usually required as part of land development and
entitlement processing to ensure an adequate supply of infrastructure, parks, and schools to
serve the development.
To facilitate the development of affordable housing, the City may consider assisting
developers in locating resources for funding affordable housing. Building and housing
codes are implemented to ensure the safety of the community (housing residents,
2010-2011 CAPER
specifically). It is unlikely that the City will waive building or housing code requirements as
a method of increasing affordability.
Non-governmental constraints include the availability of mortgage and rehabilitation
financing, the supply and cost of land, and construction costs. The City will monitor these
constraints and provide incentives to reduce them when possible.
Regional Housing Needs Allocation
In 2008, the City received its 2007-2014 regional housing needs allocation (RHNA) from the
local Council of Governments. The allocation indicated the continued need for a supply of
affordable housing and targets these needs by income group. In summary, the allocation
calls for 25 percent of new housing production to be affordable to low-income households
and 17 percent to be affordable to moderate -income households (using the HUD CDBG
income definitions, which differ from those used in the Housing Element). This is a total of
917 low-income units and 650 moderate -income units, and reflects a significant need for new
affordable housing.
The City's draft 2010-2016 General Plan Housing Element states that based on the state
allocation of regional housing needs, Lodi will need to demonstrate the capacity to
accommodate 917 housing units affordable to low-income households and 650 housing units
affordable to moderate -income households during the planning period. In addition, the City
will have to demonstrate the capacity to accommodate 716 units for persons earning
between 81 and 120 percent of the area median income.
Public Housing and Resident Initiatives
The City does not own any public housing. The 2009-2014 Consolidated Plan does not
include plans to construct or operate public housing.
The City does have two public and/or subsidized housing developments within its
boundaries. These are owned and operated by the Housing Authority of the County of San
Joaquin (HACSJ). The City works with HACSJ to ensure the continued quality of public
housing in the City.
Lead -Based Paint
The City did not conduct any activities for which lead-based paint clearance was necessary
in 2010-11.
For non-CDBG-funded housing programs, the City does conduct a visual assessment to
identify lead-based paint hazards when necessary and contracts with certified lead-based
paint inspectors as required by state law.
2010-2011 CAPER
Compliance and Monitoring
City staff met with the subrecipient staff responsible for each activity prior to the beginning
of the program year. All subrecipients were informed of the obligations to collect the
required information on income, household composition, and race and ethnicity. The City
also provided information on subrecipient agreement policies, data collection, and financial
management. The City recommended that each subrecipient read the "Playing by the Rules"
guide produced by HUD. Staff provided technical assistance to subrecipients throughout
the year.
Each quarter, staff examined the progress each subrecipient was making toward
performance targets. Public services subrecipients must report their service population with
each billing. Billings must be at least quarterly. Each subrecipient agreement contains
provisions for reductions to or suspensions of payments in the event that targets are not
being met (without valid reason) or when past performance issues have not been resolved.
The City has placed a strong emphasis on its subrecipients gathering complete and accurate
information on the persons and/or households they serve, and regularly reporting on
progress.
Anti -Poverty Strategy
During the program year, the City worked with several organizations that focus on
increasing self-sufficiency among lower-income populations. These organizations included
the Salvation Army, which provides a full range of counseling and training services to
homeless residents, and the Lodi Library adult literacy program.
The Second Harvest Food Bank, which was funded by a $10,000 CDBG grant, provided food
to low-income families through local churches and non -profits, many of whom offer social
services to assist with job training and housing security.
The City provides code enforcement services to ensure that lower-income households have a
habitable place to live.
The City contracts with San Joaquin Fair Housing to provide fair housing counseling to
residents; most of the households that take advantage of this resource are low-income. The
housing counseling offers advice on resolving tenant -landlord disputes, among other topics,
in an attempt to help low-income households stay in their homes.
The City's support of the LOEL Center kitchen renovation will ensure that the City's elderly
receive adequate nutrition at a nominal cost. This preserves the limited income that many
elderly persons have.
LEVERAGING RESOURCES
With respect to public services funded with CDBG funds, the City requires all subrecipients
to identify other resources they will utilize during the program year to operate and
2010-2011 CAPER
implement CDBG-supported activities. It is the City's intent to ensure adequate non-federal
and private funds are available, thus minimizing the dependence on federal funds. To best
leverage the City's available resources, the City will continue to layer private and non-
federal resources with federal resources.
CITIZEN COMMENTS
The City provided public notice of the public review period and planned submission of this
CAPER. The draft document was made available on the City website and at City Hall.
Public notice included the address of City Hall, staff contact names, mailing addresses,
phone numbers, the address of website to view the report, and information on where to
direct comments and questions.
If any comments are received, the City endeavors to respond to all questions or comments
within 10 business days. The City received no comments on this CAPER during the public
comment period.
SELF-EVALUATION
What is the status of grant programs?
2010-11 was Lodi's second year as a CDBG entitlement jurisdiction; however the City had
several years of experience operating a CDBG program under the Urban County. As of July
2011, the City had expended 72 percent if its first-year allocation and 38 percent of its
second -year allocation. Projects are underway to expend the remaining funds for both
years. The City worked with four non-profit service providers on public service and facility
projects benefiting low- and moderate -income households and seniors. The City also
conducted services and facility improvements in the target areas.
Are grant disbursements timely?
HUD requires that at a point approximately three-quarters of the way through the fiscal
year, grantees have available in their line of credit no more than 1.5 times that year's
entitlement grant.
The City of Lodi is compliant with this regulation with a timeliness ratio of .86 at the end of
the fiscal year. Staff has implemented a system to draw funds shortly after the costs are paid
or incurred, and continues to meet with City Departments monthly to ensure that CDBG-
funded projects and activities are on track.
Are major goals on target?
Overall, the City is progressing toward its goals of fostering the development of affordable
housing, improving target areas through public facilities and increases in services, and
providing supportive services to the elderly and low-income households. Other goals in the
five-year Consolidated Plan that will need continued effort include rehabilitation of
residential areas on Lodi s Eastside and programs targeted at economic development.
2010-2011 CAPER
Are any activities or types of activities falling behind schedule?
The Activity Summaries section, beginning on page 2, provides a description of each activity
planned in 2010-11 and its actual accomplishments during the year. All planned projects
were started during the fiscal year. Phase I of the alley drainage project started later than
anticipated due to engineering delays, but completed during the 2010-11 year. Phase II is
underway as of the date of this report.
Each mid -year, the City analyzed each project's rate of expenditure and ability to meet
identified goals. As a result of this analysis, the City has routinely moved to reallocate
funding that looked likely to remain unspent..
Are the activities and strategies making an impact on identified needs?
The housing and community development activities that are funded through the grant are
making a positive impact in the community and specifically on the needs identified in the
Consolidated Plan and Action Plan. The funded activities and strategies are vital to the
City's health and well-being in many ways. The City's considerable efforts to foster
neighborhood improvements will allow more residents to have access to attractive, safe, and
affordable housing, community services, and public facilities. The funded public service
activities provide many vulnerable citizens, such as seniors and extremely low-income
persons, with essential and life -enhancing services. Each funded activity in this program
year is directly related to one of the goals in the Consolidated Plan and helps to further
achievement of the City's community development objectives and goals.
What barriers may have a negative impact on fulfilling the strategies
and the overall vision?
The primary barrier to achieving the Consolidated Plan goals and strategies is a lack of
funding. The City's need for affordable housing, public facilities, and public services to fully
serve the low- and moderate -income population is extensive, and far exceeds available
funding resources. The economic recession also limits the City's ability to funds projects and
program using local resources.
Based on findings, what adjustments or improvements to strategies
and activities might meet the City's needs more effectively?
The City will devote substantial staff time to researching new funding opportunities to
maximize the City's ability to meet residents' needs. The City will also evaluate all proposed
activities based on factors such as leveraging and number of beneficiaries in an attempt to
increase funding efficacy.
RESOLUTION NO. 2011-
�1
A RESOLUTION OF THE LODI CITY COUNCIL APPROVING THE 2010/11
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) CONSOLIDATED ANNUAL
PERFORMANCEAND EVALUATION REPORT; AUTHORIZING THE CITY MANAGER
TO EXECUTEA SEPARATION AGREEMENT WITH SAN JOAQUIN COUNTY; AND
APPROVING AN AMENDMENT OF THE 2011/12 ACTION PLAN TO ACCOMMODATE
THE REALLOCATION OF UNUSED CDBG FUNDS FROM THE 2010/11 PROGRAM
YEAR AND TRANSFERRED CDBG FUNDS FROM SAN JOAQUIN COUNTY
THROUGH THE SEPARATION AGREEMENT
-------------------------------------------------------------------
...................................................................
WHEREAS, the Department of Housing and Urban Development (HUD) has determined
that the City of Lodi, California, is entitled to Community Development Block Grant (CDBG)
funding as an entitlement community; and
WHEREAS, the 2010/11 Consolidated Annual Performance and Evaluation Report
(CAPER) describes the programs and activities accomplished during that program year, in
which the City received $810,608 in federal CDBG funds; and
WHEREAS, the City of Lodi has held, with proper notification and at the completion of
the mandatory 15 -day public comment period, a public hearing at the City Council meeting of
September 7,2011, to receive comments on the draft CAPER; and
WHEREAS, the City of Lodi elected to separate from the Urban County in 2009 in order
to receive CDBG funding as an Entitlement Community directly from HUD; and
WHEREAS, a Separation Agreement is required to be executed between San Joaquin
County and the City of Lodi and forwarded to HUD for that agency's review and approval in
order to finalize that separation; and
WHEREAS, through that Separation Agreement, we have identified unused Urban
County CDBG funds that will need to be transferred from the HUD line of credit for San Joaquin
County to the HUD line of credit for the City of Lodi Entitlement. HUD requires that funds
transferred through the Separation Agreement be designated to new or existing 2011/12
projects, thereby requiring an amendment to the Action Plan; and
WHEREAS, the 2010/11 Action Plan was adopted on April 20, 201 1, and approved by
the U.S. Department of Housing and Urban Development (HUD) in June 2011; and
WHEREAS, in the course of preparing the CAPER, the City has identified the following
five projectsthat have a total of $35,577.59 in CDBG funding available for reallocation:
Project 09-07 LOEL Kitchen Project $ 4,821.85
Project 10-03 Housing Authority HVAC $ 9,432.20
Project 10-06 Graffiti Abatement $15,869.57
Project 10-08 Fair Housing $ 520.64
Project 10-09 Spay/Neuter Program $ 4,933.33
WHEREAS, in the course of preparing the Separation Agreement, the City and
San Joaquin County have identified the following 12 projects that have a total of $358,628.82 in
Urban County CDBG funding available for reallocation:
Project 06-12 Economic Development —Job Creation $139,425.00
Project 06-16 Tienda Drive Senior Housing $ 77,692.89
Project 07-03 Grape Bowl ADA Access Improvements $101,639.75
Project 08-01
Blakely Park North Pool Deck
$
5,997.94
Project 08-03
Elm Street Demolition
$
610.28
Project 08-05
Salvation Army Freezer/Cooler
$
1,948.98
Project 08-06
SalvationArmy — Hope Ave. Improvements
$
40.53
Project 08-09
LOEL Center Kitchen Renovation
$
0.60
Project 08-10
Administration
$
1,413.65
Project 08-16
Library Restroom Improvements
$
35.19
Project 08-18
Hale Park Surface Renovation
$
0.01
Project 08-20
Blakely Park Swing Area Renovation
$
29,824.00
WHEREAS, the City has identified one existing project and three new projects in which
to commit the reallocated funds:
Project 11-02 (Existing) ADA Accessibility Improvements $100,000.00
Project 11-10 (New) Tienda Drive Senior Housing Project $ 78,000.00
Project 11-11 (New) Alley Drainage Improvements $180,000.00
Project 11-12 (New) Housing Rehabilitation Program $100,628.82
WHEREAS, the reallocation of funds requires an amendment of the 2011/12 Action
Plan; and
WHEREAS, the City of Lodi has held, with proper notification and at the completion of
the mandatory 30 -day public comment period, a public hearing at the City Council meeting of
September 7, 2011, to receive comments on the proposed Action Plan amendment.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Lodi does
hereby approve the Final 2010/11 CAPER that is to be submitted to HUD by September 30,
2011; and
BE IT FURTHER RESOLVED that the City Council does also approve authorize the
City Manager to execute the Separation Agreement with San Joaquin County and autharize
the Git y Manager to exeGute the Agreement en behalf of the Git" of 1 ; and
BE IT FURTHER RESOLVED that the City Council does also approve the amendment
of the 2011/12 Action Plan to accommodate the aforementioned reallocations.
Dated: September 7, 2011
------------------------------------------------------------------------
........................................................................
hereby certify that Resolution No. 2011- was passed and adopted by the City
Council of the City of Lodi in a regular meeting held September 7, 2010, by the following vote:
AYES: COUNCIL MEMBERS —
NOES: COUNCILMEMBERS—
ABSENT: COUNCIL MEMBERS—
ABSTAIN: COUNCIL MEMBERS—
RANDIJOHL
City Clerk
2011-
RESOLUTION NO. 2011-145
A RESOLUTION OF THE LODI CITY COUNCIL APPROVING THE 2010111
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) CONSOLIDATED ANNUAL
PERFORMANCEAND EVALUATION REPORT; AUTHORIZING THE CITY MANAGER
TO EXECUTEA SEPARATION AGREEMENT WITH SAN JOAQUIN COUNTY; AND
APPROVING AN AMENDMENT OF THE 2011/12 ACTION PLAN TO ACCOMMODATE
THE REALLOCATION OF UNUSED CDBG FUNDS FROM THE 2010/11 PROGRAM
YEAR AND TRANSFERRED CDBG FUNDS FROM SAN JOAQUIN COUNTY
THROUGH THE SEPARATION AGREEMENT
-------------------------------------------------------------------
-------------------------------------------------------------------
WHEREAS, the Department of Housing and Urban Development (HUD) has determined
that the City of Lodi, California, is entitled to Community Development Block Grant (CDBG)
funding as an entitlement community; and
WHEREAS, the 2010/11 Consolidated Annual Performance and Evaluation Report
(CAPER) describes the programs and activities accomplished during that program year, in
which the City received $810,608 in federal CDBG funds; and
WHEREAS, the City of Lodi has held, with proper notification and at the completion of
the mandatory 15 -day public comment period, a public hearing at the City Council meeting of
September 7, 201 1, to receive comments on the draft CAPER; and
WHEREAS, the City of Lodi elected to separate from the Urban County in 2009 in order
to receive CDBG funding as an Entitlement Community directly from HUD; and
WHEREAS, a Separation Agreement is required to be executed between San Joaquin
County and the City of Lodi and forwarded to HUD for that agency's review and approval in
order to finalize that separation; and
WHEREAS, through that Separation Agreement, we have identified unused Urban
County CDBG funds that will need to be transferred from the HUD line of credit for San Joaquin
County to the HUD line of credit for the City of Lodi Entitlement. HUD requires that funds
transferred through the Separation Agreement be designated to new or existing 2011/12
projects, thereby requiring an amendment to the Action Plan; and
WHEREAS, the 2010/11 Action Plan was adopted on April 20, 2011, and approved by
the U.S. Department of Housing and Urban Development (HUD) in June 2011; and
WHEREAS, in the course of preparing the CAPER, the City has identified the following
five projectsthat have a total of $35,577.59 in CDBG funding availablefor reallocation:
Project 09-07 LOEL Kitchen Project $ 4,821.85
Project 10-03 Housing Authority HVAC $ 9,432.20
Project 10-06 Graffiti Abatement $15,869.57
Project 10-08 Fair Housing $ 520.64
Project 10-09 Spay/Neuter Program $ 4,933.33
WHEREAS, in the course of preparing the Separation Agreement, the City and
San Joaquin County have identified the following 12 projects that have a total of $358,628.82 in
Urban County CDBG funding available for reallocation:
Project 06-12 Economic Development— Job Creation $139,425.00
Project 06-16 Tienda Drive Senior Housing $ 77,692.89
Project 07-03 Grape BowIADA Access Improvements $101,639.75
Project 08-01
Blakely Park North Pool Deck
$
5,997.94
Project 08-03
Elm Street Demolition
$
610.28
Project 08-05
Salvation Army Freezer/Cooler
$
1,948.98
Project 08-06
Salvation Army —Hope Ave. Improvements $
40.53
Project 08-09
LOEL Center Kitchen Renovation
$
0.60
Project 08-10
Administration
$
1,413.65
Project 08-16
LibraryRestroom Improvements
$
35.19
Project 08-18
Hale Park Surface Renovation
$
0.01
Project 08-20
Blakely Park Swing Area Renovation
$
29,824.00
WHEREAS, the City has identified one existing project and three new projects in which
to commit the reallocated funds:
Project 11-02 (Existing) ADA Accessibility Improvements $100,000.00
Project 11-10 (New) Tienda Drive Senior Housing Project $ 78,000.00
Project 11-11 (New) Alley Drainage Improvements $180,000.00
Project 11-12 (New) Housing Rehabilitation Program $100,628.82
WHEREAS, the reallocation of funds requires an amendment of the 2011/12 Action
Plan; and
WHEREAS, the City of Lodi has held, with proper notification and at the completion of
the mandatory 30 -day public comment period, a public hearing at the City Council meeting of
September 7, 2011, to receive comments on the proposed Action Plan amendment.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Lodi does
hereby approve the Final 2010/11 CAPER that is to be submitted to HUD by September 30,
2011; and
BE IT FURTHER RESOLVED that the City Council does also authorize the City
Manager to execute the Separation Agreement with San Joaquin County; and
BE IT FURTHER RESOLVED that the City Council does also approve the amendment
of the 2011 /12 Action Plan to accommodate the aforementioned reallocations.
Dated: September 7, 2011
------------------------------------------------------------------------
------------------------------------------------------------------------
hereby certify that Resolution No. 2011-145 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held September 7, 2010, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN
COUNCIL MEMBERS — Hansen, Katzakian, Mounce, Nakanishi, and
MayorJohnson
COUNCIL MEMBERS — None
COUNCIL MEMBERS —None
COUNCIL MEMBERS — None
2011-145
- I
v`
'i' n 9 •
CDBG Public Hearing
Presented by
Community Development Department
September 2011
CDBG Public Hearing
■ 2010/11 Consolidated Annual Performance and Evaluation
Report (CAPER)
❑ Programs and Activities Accomplished in 2010/11 Program Year
(July 1, 2010 — June 30, 2011)
La Due to HUD before September 30, 2011
■ Separation Agreement — San Joaquin County & City of Lodi
❑ Terminates Urban County relationship
u Transfers Lodi's Urban County funding to Lodi's Entitlement
■ 2011/12 Action Plan Amendment
o Reallocation of Unused 2009/10 & 2010/11 CDBG Funds
o Reallocation of Unused Urban County CDBG Funds
CDBG Public Hearing
CAPER
■ Review 2010/11 CDBG Activities
❑ Housing Authority HVAC Project
❑ One -Eighty Teen Center
❑ Second Harvest Food Bank
❑ Graffiti Abatement
❑ Spay/Neuter Program
❑ Fair Housing
❑ LOEL Kitchen Project
■ Program Evaluation
❑ Timeliness
❑ On -Target Major Goals
❑ Continued Effort
Separation Agreement
■ All Urban County Projects completed.
Exception: Tienda Drive Senior Housing Project.
■ Separation Agreement formalizes Lodi's departure
from the Urban County.
• CDBG funding only.
• Establishes Conditions of Separation and Transfer of
CDBG funds.
• Total of $358,628.82 in unexpended CDBG funds.
• Identifies how/where the reallocated funds will be used.
■ Pursuant to Amendment of Annual Action Plan.
Separation Agreement
■ Transfer of Future Program Income
❑ Hotel Lodi Rehabilitation Project
❑ Two CDBG-funded GAP Loans
❑ Total of $255,000 in future program income.
■ Pending approval from City Council and SJC Board
of Supervisors
❑ Execution of Agreement
❑ Forward to HUD for their review and approval.
❑ HUD notifies once funds have been transferred.
2011/12 Annual Action Plan Amendment
■ Unused 2009/10 & 2010/11 Funds Available
❑ Project 09-07 LOEL Kitchen Renovation
❑ Project 10-03 Housing Authority HVAC
❑ Project 10-06 Graffiti Abatement
❑ Project 10-08 Fair Housing
❑ Project 10-09 Spay/Neuter Program
■ Total Reallocation Amount
$ 4,821.85
$ 9,432.20
$15,869-57
$ 520.64
$ 4,933.33
$35,577.59
2011/12 Annual Action Plan Amendment
■ Urban County Transferred Funds Available
❑
Project
06-12
Econ. Development — RLF
$139,425.00
❑
Project
06-16
Tienda Drive Senior Housing
$ 77,692.89
❑
Project
07-03
Grape Bowl ADA Access - Design
$1017639.75
❑
Project
08-01
Blakely Park North Pool Deck
$ 51997.94
❑
Project
08-03
Elm Street Demolition
$ 610.28
❑
Project
08-05
Salvation Army Freezer/Cooler
$ 11948.98
❑
Project
08-06
Salvation Army — Hope Ave Imp.
$ 40.53
❑
Project
08-09
LOEL Kitchen Renovation
$ 0.60
❑
Project
08-10
Administration
$ 1,413.65
❑
Project
08-16
Library Restroom Improvements
$ 35.19
❑
Project
08-18
Hale Park Surface Renovation
$ 0.01
❑
Project
08-20
Blakely Park Swing Renovation
$ 29,824.00
■ Total Reallocation
Amount
$358,628.82
2011/12 Annual Action Plan Amendment
■ Reallocated Funds Directed to:
❑ Existing Project 11-02
■ Current Allocation
■ Reallocation
■ Adjusted allocation:
❑ New Project 11-10
■ Current Allocation
■ Reallocation
■ Adjusted Allocation
❑ New Project 11-11
■ Current Allocation
■ Reallocation
■ Adjusted Allocation
❑ New Project 11-12
■ Current Allocation
■ Reallocation
■ Adjusted Allocation
ADA Accessibility Improvements
$100,000.00
$ 35,577.59
$135,577.59
Tienda Drive Senior Housing
$ 0.00
$ 78,000.00
$ 78,000.00
Alley Drainage Improvements
$ 0.00
$180,000.00
$1809000.00
Housing Rehabilitation Program
$ 0.00
$100,628.82
$100,628.82
CDBG Public Hearing
■ Public Review & Comment
❑ Mandatory Review Periods
❑ No Public Comments
■ Public Hearing
■ Requested Action
❑ To adopt the Resolution...
■ Approving the 2010/11 Consolidated Annual Performance and
Evaluation Report;
■ Authorizing the City Manager to execute a Separation Agreement
with San Joaquin County; and
■ Approving the amendment of the 2011/12 Action Plan to
accommodate the reallocation of available CDBG funds;
❑ 2009/10 & 2010/11 Lodi Entitlement
❑ Urban County CDBG funds transferred via Separation Agreement
CITY OF LODI
SUBJECT: NOTICE OF PUBLIC HEARING FOR DISCUSSION OF THE 2010-11
CDBG CONSOLIDATED ANNUAL PERFORMANCE AND
EVALUATION REPORT (CAPER)
PUBLISH (DATES): August 6,2011
TEAR SHEETS WANTED: 1 EXTRA (ONLY) DELIVER TO: Community
Development Deft.
AFFIDAVIT & BILL TO: Commnnit; Develop ment - CDB('T
City of Lodi
221 W. Pine Street
Lodi, CA 95241
DATE: August 3 2011 ORDERED BY: Joseph Wood
C:\Documents and Settings\jrobison\Local Settingffemporary Internet Files\OLKB3\2010-11 CAPER Public Notice.doc
LEGAL NOTICE
NOTICE OF PUBLIC HEARING FOR DISCUSSION OF THE 2010-11 CDBG CONSOLIDATED
ANNUAL PERFORMANCE AND EVALUATION REPORT (CAPER)
NOTICE IS HEREBY GIVEN that a public hearing will be held on Wednesday, September 7,2011 at
7:00 a.m. or as soon thereafter as the matter may be heard, in the Lodi City Council Chambers, 305
West Pine Street, Lodi, CA 95241 in order to consider the Community Development Block Grant
(CDBG) Program Consolidated Annual Performance and Evaluation Report (CAPER). The 2010-11
CAPER describes the programs and activities accomplished during that program year, in which the City
received $810,608 in federal CDBG funds.
The release of this notice is one of the City's activities to fulfill citizen participation requirements.
Federal regulations require localities to provide the public with reasonable access to the documents.
The CAPER is available for public review at the Lodi City Hall, 221 West Pine Street, and on the City's
website at www.lodi.gov/community_development/neighborhoods/Cdbg.html. Copies of the CAPER
will be made available upon request and are free of charge.
The public review and comment period begins August 24, 2011 and will end September 7,2 011. The
City Council will consider adoption of the CAPER and provide an opportunity for public comment at
their September 7,2011 meeting.
The purpose of this public hearing will be to give citizens an opportunity to make their comments
known regarding community needs and accomplishments under the CDBG Program. If you are unable
to attend the public hearing, you may direct written comments to the City Clerk, City of Lodi, PO Box
3006, Lodi, CA 95241, or you may telephone (209) 333-6711. In addition, information is available for
review at Lodi City Hall (221 West Pine Street) between the hours of 8:00 a.m. and 5:00 p.m. on
weekdays.
If you challenge the subject matter in court, you may be limited to raising only those issues you or
someone else raised at the public hearing described in this notice or in written correspondence delivered
to the City Clerk, 221 West Pine Street, at or prior to the close of the public hearing.
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in
this meeting, please contact the Office of the City Clerk at (209) 333-6702. Notification 48 hours prior
to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this
meeting.
The City promotes fair housing and makes all its programs available to low- and moderate -income
families regardless of age, race, color, religion, sex, national origin, sexual preference, marital status or
handicap.
Neighborhood Services Manager
Joseph Wood
Dated: August 6,201 1
00ocuments and Settings\irobison\Loca1 Settingffemporary IntemetFiles\0LKB3\2010-11 CAPER Public Notice.doc
DECLARATION OF POSTING
PUBLIC HEARING TO CONSIDER AND APPROVE THE 2010111
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) CONSOLIDATED ANNUAL
PERFORMANCE AND EVALUATION REPORT; A SEPARATION AGREEMENT WITH
SAN JOAUQIN COUNTY; AND AN AMENDMENT OF THE 2011/12 ACTION PLAN TO
ACCOMMODATE THE REALLOCATION CIE' UNUSED CDBG FUNDS FROM THE
2010/11 PROGRAMYEAR AND TRANSFERRED CDBG FUNDS FROM SAN
JOAQUIN COUNTYTHROUGH THE SEPARATION AGREEMENT
�--
n ori August 1X, 2011, in the City of Lodi, q ty,
San Joaquin Coun ,California, a
Notice of Pu, lic Hearing to consider and approve the 2010/11 Community Development
Block Brant (CDBG) Consolidated Annual Performance and Evaluation Report; a
separation agreement with San Joauqin County; and an Amendment of the 2011/12
Action Plan to accommodate the reallocation of unused CDBG funds from the 2010/1 1
program year and transferred CDBG funds from San Joaquin County through the
separation agreement (attached and marked as Exhibit A) was posted at the following
locations:
Lodi Public Library
Lodi City Clerk's Office
Lodi City Hall Lobby
Lodi Camegie Forum
declare under penalty of perjury that the foregoing is true and correct.
Executed on August 2011, at Lodi, California.
10
NIFER W ROBISON, CMC
ASSISTANT CITY CLERK
N:\Administration\CLERK\Forms\DECPOSTCD.DOC
ORDERED BY:
RANDI JOHL
CITY CLERK
MARIA BECERRA
ADMINISTRATIVE CLERK
DECLARATION OF MAILING
PUBLIC HEARING TO CONSIDERAND APPROVE THE 2010/11
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) CONSOLIDATED ANNUAL
PERFORMANCE AND EVALUATION REPORT; A SEPARATION AGREEMENT WITH SAN
JOAUQIN COUNTY; AND AN AMENDMENT OF THE 2011/12 ACTION PLAN TO
ACCOMMODATE THE REALLOCATION OF UNUSED CDBG FUNDS FROM THE 2010/11
PROGRAM YEAR AND TRANSFERRED CDBG FUNDS FROM SAN JOAQUIN COUNTY
THROUGH THE SEPARATION AGREEMENT
M 2r
n August >6, 2011, in the City of Lodi, San Joaquin County, California, I deposited
in the Unite States mail, envelopes with first-class postage prepaid thereon, containing a
Notice of public hearing to consider and approve the 2010/11 Community Development Block
Grant (CDBG) Consolidated Annual Performance and Evaluation Report; a separation
agreement with San Joauqin County; and an amendment of the 2011/12 Action Plan to
accommodate the reallocation of unused CDBG funds from the 2010/11 program year and
transferred CDBG funds from San Joaquin County through the separation agreement, attached
hereto marked Exhibit A. The mailing list for said matter is attached hereto marked Exhibit B.
There is a regular daily communication by mail between the City of Lodi, California, and the
places to which said envelopes were addressed.
I declare under penalty of perjury that the foregoing is true and correct.
Executed on AugustTf2011, at Lodi, California.
Q�?
JONIFER M.IAOBISON, CMC
ASSISTANT CITY CLERK
Forms/decmail.doc
ORDERED BY:
RANDIJOHL
CITY CLERK, CITY OF LODI
MARIA BECERRA
ADMINISTRATIVE CLERK
JEXH.-,"I'BITl
THE CITY OF LODI
COMMUNITY DEVELOPMENT DEPARTMENT
Notice of Public Hearing for Discussion of the Community Development
Block Grant Program
NOTICE IS HEREBY GIVEN that a public hearing will be held on Wednesday, September 7, 2011 at
7:00 a.m. or as soon thereafter as the matter may be heard, in the Lodi City Council Chambers, 305
West Pine Street, Lodi, CA 95241 in order to consider the Community Development Block Grant
(CDBG) Program Consolidated Annual Performance and Evaluation Report (CAPER). The 2010-11
CAPER describes the programs and activities accomplished during that program year, in which the City
received $810,608 in federal CDBG funds.
The release of this notice is one of the City's activities to fulfill citizen participation requirements.
Federal regulations require localitiesto provide the public with reasonable access to the documents.
The CAPER is available for public review at the Lodi City Hall, 221 West Pine Street, and on the City's
website at www.lodi.gov/community_development/neighborhoods/cdbg.htmi. Copies of the CAPER will
be made available upon request and are free of charge.
The public review and comment period begins August 24, 2011 and will end September 7, 2011. The
City Council will consider adoption of the CAPER and provide an opportunity for public comment at
their September 7, 2011 meeting.
The purpose of this public hearing will be to give citizens an opportunity to make their comments known
regarding community needs and accomplishments under the CDBG Program. If you are unable to
attend the public hearing, you may direct written comments to the City Clerk, City of Lodi, PO Box
3006, Lodi, CA 95241, or you may telephone (209) 333-6711. In addition, information is available for
review at Lodi City Hall (221 West Pine Street) between the hours of 8:00 a.m. and 5:00 p.m. on
weekdays.
If you challenge the subject matter in court, you may be limited to raising only those issues you or
someone else raised at the public hearing described in this notice or in written correspondence
delivered to the City Clerk, 221 West Pine Street, at or priorto the close of the public hearing.
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in
this meeting, please contact the Office of the City Clerk at (209) 333-6702. Notification 48 hours prior
to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this
meeting.
The City promotes fair housing and makes all its programs available to low- and moderate -income
families regardless of age, race, color, religion, sex, national origin, sexual preference, marital status or
handicap.
Q\Documents and Settings\jrobison\Local Settings7emporary IntemetHes\OLKB3\2010-11 CAPER Public Notice.doc
Notice of Public Hearing for Discussion of the Community Development
Block Grant Program
Mailing List
LOEL Center
105 S. Washington Street
Lodi, CA 95240
Second Harvest Food Bank
704 E. Industrial Park Drive
Manteca, CA 95337
Emergency Food Bank
7 W. Scotts Avenue
Stockton, CA 95203
Sunhouse
P. O. Box 348
Lodi, CA 95241-0348
Lodi Cat Connection
P. O. Box 160
Lodi, CA 95241-0160
City of Lodi Parks & Recreation
125 N. Stockton Street
Lodi, CA 95240
Senior Service Agency of SJC
224 S. Sutter Street
Stockton, CA 95201-0045
Salvation Army
525 W. Lockeford Street
Lodi, CA 95240
Jake McGregor, Executive Director
One -Eighty Teen Center
17 W. Lockeford Street
Lodi, CA 95240
Community Partnership for Families of SJC
P. O. Box 1569
Stockton, CA 95201-1569
Lodi Boy's & Girls Club, Inc.
P. 0. Box 244
Lodi, CA 95241
Sandra Johnson
Assistive Technology Advocate
Disability Resource Agency for Independent Living (DRAIL)
4555 Precissi Lane Suite 2
Stockton, CA 95207
Voice: (209) 477-8143
Website: http://www.drail.org
Email: Sandra@drail.org