HomeMy WebLinkAboutAgenda Report - September 19, 2018 G-01 PHCITY OF LODI
COUNCIL COMMUNICATION
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AGENDA TITLE:
MEETING DATE:
PREPARED BY:
AGENDA ITEM G
Public Hearing to Consider Adopting a Resolution Approving the 2017-18
Community Development Block Grant (CDBG) Consolidated Annual Performance
and Evaluation Report (CAPER)
September 19, 2018
Community Development Director
RECOMMENDED ACTION
Public hearing to consider adopting a resolution approving the
2017-18 Community Development Block Grant (CDBG)
Consolidated Annual Performance and Evaluation Report (CAPER).
BACKGROUND INFORMATION: A public hearing is required as part of the federal requirements of
the Community Development Block Grant (CDBG) program.
The 2017-18 CAPER (Exhibit A) describes the programs and activities accomplished during that program
year, in which the City received $633,771 in federal CDBG funds. In the fourth year of implementing its
five year Consolidated Plan, the City has made progress towards reaching each of its goals. Goals were
met through the program outcomes and by conducting program planning for future projects and activities.
The strategic plan identified two priority areas and eight main goals. The two priorities are 1) building a
healthy community and 2) expanding economic development activities. This past year the activities
resulted in meeting many of the established goals, including: 1) building capacity and leadership in
marginalized communities; 2) fostering fair housing opportunities and quality housing to residents of all
income levels; 3) improving access to social services; 4) addressing slum, blight, and nuisance
conditions; 5) improving accessibility to public facilities; 6) constructing/upgrading public facilities; 7)
preserving existing affordable housing.
The public review and comment period for the CAPER document began September 5, 2018 and will end
September 19, 2018.
Staff recommends the City Council provide an opportunity for public comment and consider adopting a
resolution approving the 2017-18 CAPER.
FISCAL IMPACT:
FUNDING AVAILABLE:
SS/PC/kjc
The CAPER documents are being completed as an administrative activity
that is funded through the CDBG administrative allocation from HUD.
Not applicable.
744151.k
Step's chwa
Community Develop ' -nt Director
APPROVED:
CDBG Consolidated Annual
Performance and Evaluation
Report
Draft — September 2018
Community Development Department
Neighborhood Services Division
Table of Contents
CR -05 - Goals and Outcomes 3
CR -10 - Racial and Ethnic Composition of Families Assisted 11
CR -15 - Resources and Investments 91.520(a) 12
CR -20 - Affordable Housing 91.520(b) 15
CR -25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) 17
CR -30 - Public Housing 91.220(h); 91.320(j) 21
CR -35 - Other Actions 91.220(j) -(k); 91.320(i) -(j) 23
CR -40 - Monitoring 91.220 and 91.230 29
CR -45 - CDBG 91.520(c) 31
2
CR -05 - Goals and Outcomes
Progress the jurisdiction has made in carrying out its strategic plan and its action plan.
91.520(a)
In the City of Lodi's fourth year of implementing its five: -year Consolidated Plan (2014-2018), the City
has made progress towards reaching each of its goals. Goals were met through the achievements of
current projects and by conducting program planning for future projects.
The City's strategic plan identifies two priorities and eight main goals. The two priorities are 1) building a
healthy community and 2) expanding economic development activities.
This year's activities resulted in addressing seven of these eight established goals, including: 1) building
capacity and leadership in marginalized communities; 2) fostering fair housing opportunities and quality
housing to residents of all income levels; 3) improving access to social services; 4) addressing slum,
blight, and nuisance conditions; 5) improving accessibility to public facilities; 6) constructing/upgrading
public facilities; 7) preserving existing affordable housing. The City did not focus its resources on
securing additional outside funding (goal #8) during this last program year; however, the City has
worked on this goal during other Consolidated Plan years.
Priority 1: Building a healthy community
1) Building capacity and leadership in marginalized communities
The City continues its efforts to build capacity and leadership within its lower-income neighborhoods
through the ABCD (Asset Based Community Development): Love Your Block program and Lodi
Improvement Committee. These activities improve the City's relationship with residents, which in turn
increase public input and involvement in program outreach and project planning for the City's CDBG
program.
During 2017-18 program year, the City partnered with the Lodi Chamber of Commerce to facilitate cycle
two of the ABCD (Asset Based Community Development): Love Your Block program cohorts. This
program creates opportunities for residents to learn how to lead their own mini community -
improvement projects from the initial planning, through implementation, and finally to evaluation phase
after the project is completed. Residents attend a series of workshops and receive one-on-one project
mentoring where they are encouraged to use their gifts and talents, plus they learn to write grants, find
community assets, build a network of resources, create marketing material, manage their projects, and
review their project impacts. At the end of the program, residents have gotten to know more about
their neighbors and have started to build a network of resources include their own skills and those of
their neighbors. Block by block, this program has a ripple effect that slowly builds a safer and healthier
community.
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Secondly, the City increased the Lodi Improvement Committee's involvement in CDBG application
selection process. The Lodi Improvement Committee is made up of five members who are
commissioned with the purpose of maintaining and improving the quality of life and appearance of Lodi
for all residents. The Committee has previously been involved in reviewing and commenting on CDBG-
funded activities and has even hosted public outreach meetings. Public attendance improved at these
meetings but was still typically low and staff is looking for way to increase community input. Beginning
2017-18 program year, the Committee began scoring applications. By having the Committee review and
score project applications in a public setting, it creates a transparent process that encourages both
residents and agencies to attend and provide comments.
Because of the City's participation in ABCD and its shift of the Lodi Improvement Committee's activities,
the City has seen an increase public participation and input during the Annual Action plan outreach
meetings, such as locally held meetings and Lodi Improvement Committee meetings.
2) Fostering fair housing opportunities and quality housing to residents of all income levels
San Joaquin Fair Housing Association provided fair housing assistance, including: completed 17
mediation cases for 17 households (52 residents), provided intake and resources to 330 households (988
residents, facilitated one fair housing seminar for landlords in Lodi, and participated in two resource
fairs in Lodi, Family Fitness Fair and Dia Del Campesino Health and Community Resource Fair. The
program goals are to ensure fair housing, and to teach and advocate tenant and landlord rights and
responsibilities regarding providing and maintaining adequate and safe housing. The Association helps
mediate conflicts between tenants and landlords and provide educational opportunities. By educating
both tenants and landlords, the program aims to eliminate housing discrimination in Lodi and promotes
fair housing opportunity regardless of a person's disability, religion, race/ethnicity, color, country of
origin or ancestry, age, sex, gender identification/expression, familial status, source of income, marital
status, or sexual orientation.
California Rural Legal Assistance (CRLA) provide fair housing testing services for the City to ensure
quality, systematic, and thorough review of how residents may be experiencing discrimination in their
housing choice. CRLA conducted five audit -based tests at five different rental sites. Locations were
selected based on City knowledge and industry used methodology that uses census data. Sites were
tested for discrimination based on national origin and gender. CRLA also conducted two on-site surveys
where residents where asked a series of questions about their housing. CRLA's report concluded that no
tests or surveys resulted in clear result of discrimination; however, survey participants expressed
hesitation and were restrained, suggesting that they may fear retaliation for disclosing such instances of
discrimination. The City plans to continue working with CRLA to provide more resources for residents, as
well as, additional surveying.
3) Improving access to social services
The City of Lodi allocated CDBG funds during the 2017-18 program year to multiple social service
agencies to meet these priorities and goals; including Second Harvest Food Bank of San Joaquin and
41
0
Stanislaus Counties Inc. (Second Harvest), Community Partnership for Families of San Joaquin
(Community Partnership for Families), and LOEL Senior Center.
Sub -recipient Second Harvest exceeded its program goal by adding two new social service agencies.
They served a total of 5,732 Lodi residents during 2017-18. This is an increase of 3,700 more Lodi
residents being serviced this year than last year. This number represents unduplicated visits by
individuals and their family members. Additionally, many families visited the food bank and its nonprofit
partners repeatedly throughout the year. Counting these visits, the number of service units (instances of
individuals receiving services repeatedly) was 27,558. Approximately 46,426 pounds of supplemental
groceries, including fresh fruits and vegetables, were provided to Lodi residents. Second Harvest has a
three-part program, which provides 1) food to low-income families; 2) groceries to youth that
participate in Boys and Girls Club; and 3) supplemental groceries for seniors at the Lodi Community
Center.
In 2017-18, Community Partnership for Families of San Joaquin exceeded its goals to serve 25 persons.
In total, 57 Lodi youth and 113 of their family members, for a total of 170, received screening, case -
management, group counseling, along with peer-to-peer youth groups that engage in positive social
activities for the entire family and Lodi community. Youth received one-on-one services and mentoring
and participated in assessment screening, case management, referrals for additional services, group
counseling sessions, youth mentoring activities, and positive social events for a total of 777 service units
spread across the 57 individuals. To create a larger impact, Community Partnership also participated in
the Juvenile Detention Program at Mule Creek State Prison where youth learn about the long-term
impacts of gang participation and violence. Additionally, five youth helped plan "Tru Hope Summit,
College and Career Fair" where they toured over 50 colleges and career paths and over 1,000 youth
from Lodi and County schools attended. Youth participated in the 3rd Annual Peace Walk and
contributed a community piece of artwork that demonstrates unity and diversity in their community.
Over 150 attended and the artwork was later presented to Stockton's Art Fusion. Art Fusion was another
event CPFSJ proudly participated in during May of 2018. The purpose of Art Fusion was to develop and
share ideas and artistic expressions of healing trauma in youth through opportunities such a creating art.
CPFSJ had three youth artists participate in the event, with its Peace Walk display taking top honors at
the Art Fusion event, attended by 60 people. Lastly, youth participated in volunteer opportunities, such
as city council meetings and holiday town give-away.
The LOEL Senior Center exceeded its goal of serving 75 seniors, and over the year provided 23,758
meals to 97 homebound seniors, all of which reported as being disabled in some way. This meal
program provides a hot nutritious meal five days a week to homebound seniors. Not only does the
senior receive daily nutrition, but socialization and a welfare check to make sure the senior is well -
enough to answer the door.
4) Addressing slum, blight, and nuisance conditions
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The City's Graffiti Abatement program has helped reduce blight by cleaning up tagged properties in
targeted low-income areas. The City's program cleans up these sites within a day or two, or within the
same day in some instances, which benefits not only the property but prevents secondary tags. The
program runs year-round. Graffiti abatement has helped preserve neighborhood property values and
maintain housing stock in the City. During program year 2017-18, the City removed 1,596 instances of
graffiti in low- and moderate -income neighborhoods, which was about 170 more than last year.
5) Improving accessibility to public facilities
During program year 2017-18, the City of Lodi made progress towards its two Consolidated Plan goals
improve accessibility within the City. The City completed projects that addressed American's with
Disability Act (ADA) -compliant improvements. These improvements help make public services and
cultural programs available to all of Lodi's population, including aging or disabled residents who need
wheelchair accessibility. Improvements included the following projects:
Lawrence Avenue ADA Improvements project added four handicap accessible parking stalls for
improved access to the nearby Grapebowl park and facilities.
6) Constructing/upgrading public facilities
Alley Drainage Improvement project consisted of improvements to an existing alley located between
Pine and Oak Street that had experienced flooding and water damage.
7) Preserving existing affordable housing
One of the City's other goals is to preserve existing affordable housing, including improving the
condition of the City's existing housing stock that benefit low-income residents.
Lodi House HVAC Replacement project consists of installation of a new HVAC unit and duct -work
replacement for the Lodi House shelter. The shelter houses single -mothers with children, approximately
five families at one time, who are experiencing homelessness or at -risk of homelessness. The families
receive case -management to help them become financial independent by program's end.
Priority 2: Expanding Economic Development activities:
During 2013, the City was undergoing its Consolidated Plan process. At the time, the City and nation was
still reeling from the economic crisis of 2008 so the City dedicated one of its priorities to creating
economic development opportunities. The City made efforts to meet this goal by developing a
relationship with San Joaquin Delta, a local business development center; however, the program
experienced difficulties in staff capacity to implement their project, and the two projects were
eventually reallocated. Alternatively, the City looked at investing some of its own resources into
addressing this goal. As such the City hired a full-time business development manager in 2016. With this
new position and because this need became less of a priority as the economy improved, the City's CDBG
funds since then were allocated to address other Consolidated Plan goals. The City continues to invest
its own resources in expanding economic development activities and to look for alternative funding
61F
sources. For the 2018-19 cycle, the City will conduct outreach for a new five-year Consolidate Plan and
will assess community needs and priorities in the areas of economic development. New Consolidated
Plan goals will be formed which may or may not still include expanding economic development
opportunities.
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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)
Project/Activity
Planning and
Administrations
Agency/Operator
City Staff and
Contractors
Goal
Efficient
Adminsitration
and Oversight
Funding
$108,754
Indicator
Successfully
Administered
the CDBG
program
according to
HUD
regulations
Unit of Goal 5 Act. 5 % Goal
Measure yr Plan yr Plan Comp. 2017
Efficient NA
Administration
Act.
2017
NA
Comp.
100%
Address Blight and Nuisance - Persons Benefited 90,000 77755 86% 18000
16235
90%
Grafitti
Abatement
City Staff and
Contractors
Address Blight
and Nuisance
$32,000
Public Services
other than
Low/Mod
Housing
Benefit
Persons
Assisted
18000
16235
90%
Public Services - Persons Assisted 5000 12566 251% 1308
6346
485%
California Rural
Legal
Assistance
(CRLA)
California Rural
Legal Assistance
(CRLA)
Public Services
$8,345
Public Services
other than
Low/Mod
Housing
Benefit
Persons
Assisted
NA
NA
100%
Community
Partnership for
Families
Community
Partnership for
Families
Public Services
$47,065
Public Services
other than
Low/Mod
Housing
Benefit
Persons
Assisted
25
170
680%
Second Harvest
Food Bank
Second Harvest
Food Bank
Public Services
$8,000
Public Services
other than
Low/Mod
Housing
Benefit
Persons
Assisted
868
5732
660%
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San Joaquin
Fair Housing
San Joaquin Fair
Housing
Public Services
$14,000
Public Services
other than
Low/Mod
Housing
Benefit
Persons
Assisted
340
347
102%
LOEL Senior
Center
Nutrition
Program
LOEL Senior
Center
Senior
Services
$7,000
Public Services
other than
Low/Mod
Housing
Benefit
Persons
Assisted
75
97
129%
Public Infrastructure - Improved Access (Projects Completed)
6 4 67%
2
1
50%
Lawrence
Avenue ADA
Improvements
City Staff and
Contractors
Public
Infrastructure
$81,104
Public Facility
or
Infrastructure
Activities for
Low/Moderate
Income
Housing
Benefit
Infrastructure
Project
1
1
100%
Preserve Existing affordable housing (Projects Completed)
4 6 150%
22
3
14%
Lodi House
HVAC
Replacement
LodiHouse
Public Facility
Homeless
Housing
22408
Low-Mod
Limited
Clientele
Benefit
Households
Assisted
(Public
Facility)
3
3
100%
Construct or Upgrad Public Facilities (Projects Completed)
4 4 100%
3
1
33%
Alley Drainage
Improvements
City Staff and
Contractors
Public
Infrastructure
$162,177
Public Facility
or
Infrastructure
Activities for
Low/Moderate
Income
Housing
Benefit
Facilities
Project
1
1
100%
9IPage
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.
The City's strategic plan identifies two priorities and eight main goals. The two priorities are 1) building a
healthy community and 2) expanding economic development activities. This year's activities resulted in
meeting many of those eight goals. A list of each goal and the activity that supported each goal is
outlined below:
1) building capacity and leadership in marginalized communities;
a. The City continues to prioritize building capacity and leadership through its ABCD: Love
Your Block program. Because of the ABCD approach, the City has seen a marked
increase in the number of residents, especially Spanish-speaking and those from lower
income neighborhoods, that attend and provide feedback at the various outreach
meetings (i.e. Lodi Improvement Committee, City Council, and community held
meetings).
b. The City increased the Lodi Improvement Committee's involvement in the CDBG
selection process. The Committee began reviewing and scoring applications and hosted
more outreach meetings. A benefit of the more transparent process is that the City saw
an increase in public participation.
2) fostering fair housing opportunities and quality housing to residents of all income levels
a. San Joaquin Fair Housing Association exceeded its goal and served 347 households for a
total of 1040 individuals being assisted with fair housing related issues. The Association
also participated in two outreach events and collaborated on a landlord training.
b. CRLA completed five fair housing test and two on-site resident surveys. They partnered
with the Association to bring the fair housing training and other best practice to
landlords in Lodi.
3) improving access to social services;
a. Second Harvest Food Bank provides residents with access to food resources and often
partners with nonprofits to supplement their services with additional nutrition
education and food. It exceeded its goal by increasing the number of Lodi agencies
served and increasing the amount of food provide to each agency.
b. LOEL Senior Center program exceeded its goal of providing health -food classes and
healthy food alternatives to residents.
c. Community Partnership for Families program exceeded its goals as well. Youth
workshops are offered with an open invitation for youth to bring friends, which resulted
in much larger number of youth than anticipated. These programs run screenings that
identify what other needs the youth may have and the needs of the family. Then, the
youth are connected with additional services, and staff will work with family members
as well to help them get access to more resources, taking the approach that the whole
family's health is important for supporting the youth. Youth are encouraged to develop
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a plan to take ownership in their family story/circumstances and to develop their own
plan. With their goals and the support of the agency staff, youth and family members
work towards getting the assistance they need.
4) addressing slum, blight and nuisance conditions;
a. Lodi's Graffiti Abatement program cleans up blight and helps deter those from future
offenses. This year's program met its goal.
5) improving accessibility to public facilities;
a. The City's completed the Lawrence ADA Accessibility Parking Improvements this last
year. The City's Blakely Park Swim Complex Improvement is schedule for construction
this year and has gone out to bid. Grace and Mercy ADA Improvements project was
cancelled and funds reallocated to the Blakely Swim Park Complex improvements.
b. Two additional ADA related projects, called City Hall / Carnegie Forum ADA
Improvements and Public Counters ADA Improvements are slated for construction
during 2018-19 program year.
6) constructing or upgrading public facilities;
a. The City completed improvements to an alley that was causing flooding and water
damage to nearby properties.
7) Preserve existing affordable housing:
a. Lodi House completed a HVAC replacement to one of their family shelters during this
program year. This shelter houses five families. Lodi House has a second reroof project
that is schedule for completion this fall.
b. For the Housing Rehabilitation Program, the City anticipates rolling out the program
during the 2018-19 program year.
c. First -Time Homebuyer funds were reallocated to the Blakely Park Swim Complex
improvements project. Housing Authority Washington Street Improvements IV project
from 2016-17 was cancelled and funds were reallocated for more timely expenditure to
the Alley Improvement project, which was completed during the 2017-18 program year.
d. One -Eight Teen Center Improvements project was cancelled due to the Center declining
use of funds which were reallocated to Blakely Pool project.
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)
11 1
CDBG
White
3,085
Black or African American
207
Asian
128
American Indian or American Native
61
Native Hawaiian or Other Pacific Islander
49
More than One Race
195
11 1
Other
2,621
Total
6,346
Hispanic
792
Not Hispanic
5,554
Table 1— Table of assistance to racial and ethnic populations by source of funds
Narrative
Lodi's CDBG programs serve residents of many races and ethnicities within Lodi. The table above is a
comparison of the percentage served under Lodi's CDBG programs versus the 2016 American
Community Survey (ACS) statistics which measure the whole community. Projects that benefit a public
area are not required to collect specific race/ethnicity data and are not included herein the table.
Last year Hispanics individuals represented 20 percent of those served, compared to this year's 14
percent, shows a decrease in the number of Hispanics receiving services. ACS statistics have shown that
36 percent of city resident are Hispanic. On the other hand, 64 percent of the population is not Hispanic,
121
CDBG
Actual
CDBG
Actual
of
total
2016
ACS
Data
2016
% of Total
White
3,085
48.6%
43,762
68.5%
Black or African
American
207
3.3%
669
1.0%
Asian
128
2.0%
5,809
9.1%
American Indian
or American
Native
61
1.0%
237
0.4%
Native Hawaiian
or Other Pacific
Islander
49
0.8%
260
0.4%
More than One
Race
195
3.0%
5,571
8.7%
Other
2,621
41.3%
7,534
11.9%
Total
6,346
100%
63,842
100%
Hispanic
792
14%
22,899
36%
Not Hispanic
5,554
86%
40,943
64%
Lodi's CDBG programs serve residents of many races and ethnicities within Lodi. The table above is a
comparison of the percentage served under Lodi's CDBG programs versus the 2016 American
Community Survey (ACS) statistics which measure the whole community. Projects that benefit a public
area are not required to collect specific race/ethnicity data and are not included herein the table.
Last year Hispanics individuals represented 20 percent of those served, compared to this year's 14
percent, shows a decrease in the number of Hispanics receiving services. ACS statistics have shown that
36 percent of city resident are Hispanic. On the other hand, 64 percent of the population is not Hispanic,
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yet is receiving 86 percent of services. This disconnect may be due to a number of factors. LOEL Senior
Center and Second Harvest show the largest gap between the number of Hispanic versus non -Hispanics
served. The City has reached out to these subrecipients to find out the reasons that more non -Hispanics
than Hispanics are receiving benefits.
CR -15 - Resources and Investments 91.52O(a)
Identify the resources made available
Source of Funds
2017-18 Funds
Resources Made
Amount Expended
CDBG Target Area
62%
Available
During Program Year
CDBG
$633,771
1,800,000
$472,196
Table 2 — Resources Made Available
Narrative
During the 2017-18 program year, $472,196 was expended across all projects from multiple funding
years. The City's 2017-18 grant award was $633,771 with approximately $404,264 in expended funds
from the program year.
Identify the geographic distribution and location of investments
Target Area
Planned Percentage of
Allocation
Actual Percentage of
Allocation
Narrative Description
CDBG Target Area
62%
65%
Projects still in process
City -Wide Activity
22%
23%
Projects still in process
RCAP/ECAP 45.02
16%
12%
Projects still in process
Table 3 — Identify the geographic distribution and location of investments
Narrative
While Lodi has used a need -based strategy for selection of projects and activities, the greatest need has
historically been identified to be within the low-income CDBG Target Area. Additional attention has
been focused on one Census Tract within our Target Area (45.02) that was recently identified as a
Race/Ethnic Concentrated Area of Poverty (R/ECAP). For the 2017-18 program year, Lodi completed not
only 2017 projects, but projects that covered multiple years. The table above compares 2017 projects
with actual numbers from multiple years, and projects from 2017 are still underway.
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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.
Many of Lodi's social service sub -recipients have additional resources to support their CDBG funded
programs. These additional sources include not only other grant funds, but in-kind volunteers and
donations. Additionally, San Joaquin Fair Housing receives CDBG funding from all of the other
jurisdictions in San Joaquin County.
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The construction projects completed during 2017-18 were funded entirely with CDBG funds and used no
outside sources (Alley Drainage Improvements Project, Lawrence Avenue ADA Improvements, and
LodiHouse HVAC Replacement). Two of these three projects involved improvements to publicly owned
infrastructure.
Using CDBG administrative funds, the City hired an intern during 2016-17 program year to apply for
additional grants funds to increase the capacity of the LodiGRIP program (gang prevention program) and
to bring more financial resources to the Eastside Heritage District, one of Lodi's lower income
neighborhoods. This intern and City staff also helped start a collaborative effort with the Lodi Chamber
of Commerce to bring a resident -driven community improvement program called ABCD: Love Your Block
Mini -Grant Program. The Chamber's nonprofit division donated staff time and resources to this effort.
Outside grants funds were also used from banks, foundations, and private individual donations. The first
cycle of this program occurred during 2016-17 program year and resulted in two projects being funded
at approximately $500 each; one project supported a community garden and then other was for
creating a wall mural. A second program cycle was offered during 2017-18 program year and is coming
to a close in September. During the program, several workshops were offered to equip residents with
skills to plan and complete their community improvement projects, and six projects were given mini -
grants of no more than $500 each.
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 4- Number of Households
15
One -Year Goal
Actual
Number of homeless households to be
provided affordable housing units
6
0
Number of non -homeless households to
be provided affordable housing units
16
0
Number of special -needs households to
be provided affordable housing units
0
0
Total
22
3
Table 4- Number of Households
15
Table 5 - Number of Households Supported
Discuss the difference between goals and outcomes and problems encountered in meeting
these goals.
Lodi's Strategic Plan outlines the City's plans to assist in the development of affordable housing through
first-time home buyer loans under the HOME program. In 2013, the City was awarded $700,000 in
HOME funds. Due to market housing prices, most home purchase prices in Lodi exceed the maximum
purchase price allowed by United States Department of Housing and Urban Development (HUD) for San
Joaquin County. Thus, the City returned the HOME funds. In its place, the City allocated 2016-17 CDBG
Program funds to a First Time Home Buyer program and Housing Rehabilitation program. Due to housing
marketing conditions that make it difficult to find applicants in time to spend the funds, the First Time
Home Buyer program funds have been reallocated. The Housing Rehabilitation program experienced
delays from change in staff and is anticipated to begin during 2018-19 Program year.
Additionally, funds from two housing projects (Community Partnership — Family Resource Center (Plan
Year 2015) and Salvation Army Transitional Housing (Plan Year 2016) were reallocation during 2017 plan
year. Initially, a City -owned building would be used for the Family Resource Center; however, changes in
City staff and offices resulted in that space becoming unavailable. The City worked with local nonprofits,
real estate agents, and consulted with various local government entities to find a new space; however,
two sites were pursued and both became unavailable. Seeing that the possibility of settling on a place
soon was not certain and the funds were just sitting, the City decided to reallocate to a project that
would be ready. The Salvation Army's transitional housing project has experienced delays and the
building originally slated for the project is no longer available. As such, these funds were reallocated to
the two Lodi House projects and one Alley Improvement project.
One of these projects was completed during 2017-18 program year — Lodi House HVAC Replacement
project. This facility houses three single -parent families (female head of households only) experiencing
homelessness or risk of homelessness.
As for new affordable housing development, unfortunately, the City does not receive enough CDBG
funds to acquire or construct affordable housing given its high cost (i.e. land, construction, permit fees,
etc.). There are simply not enough funds available from the estimated $600,000 in yearly CDBG funds to
meet these and other needs in the community. Instead the City works to improve the public
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One -Year Goal
Actual
Number of households supported
through rental assistance
0
0
Number of households supported
through the production of new units
6
0
Number of households supported
through the rehab of existing units
12
3
Number of households supported
through the acquisition of existing units
4
0
Total
22
3
Table 5 - Number of Households Supported
Discuss the difference between goals and outcomes and problems encountered in meeting
these goals.
Lodi's Strategic Plan outlines the City's plans to assist in the development of affordable housing through
first-time home buyer loans under the HOME program. In 2013, the City was awarded $700,000 in
HOME funds. Due to market housing prices, most home purchase prices in Lodi exceed the maximum
purchase price allowed by United States Department of Housing and Urban Development (HUD) for San
Joaquin County. Thus, the City returned the HOME funds. In its place, the City allocated 2016-17 CDBG
Program funds to a First Time Home Buyer program and Housing Rehabilitation program. Due to housing
marketing conditions that make it difficult to find applicants in time to spend the funds, the First Time
Home Buyer program funds have been reallocated. The Housing Rehabilitation program experienced
delays from change in staff and is anticipated to begin during 2018-19 Program year.
Additionally, funds from two housing projects (Community Partnership — Family Resource Center (Plan
Year 2015) and Salvation Army Transitional Housing (Plan Year 2016) were reallocation during 2017 plan
year. Initially, a City -owned building would be used for the Family Resource Center; however, changes in
City staff and offices resulted in that space becoming unavailable. The City worked with local nonprofits,
real estate agents, and consulted with various local government entities to find a new space; however,
two sites were pursued and both became unavailable. Seeing that the possibility of settling on a place
soon was not certain and the funds were just sitting, the City decided to reallocate to a project that
would be ready. The Salvation Army's transitional housing project has experienced delays and the
building originally slated for the project is no longer available. As such, these funds were reallocated to
the two Lodi House projects and one Alley Improvement project.
One of these projects was completed during 2017-18 program year — Lodi House HVAC Replacement
project. This facility houses three single -parent families (female head of households only) experiencing
homelessness or risk of homelessness.
As for new affordable housing development, unfortunately, the City does not receive enough CDBG
funds to acquire or construct affordable housing given its high cost (i.e. land, construction, permit fees,
etc.). There are simply not enough funds available from the estimated $600,000 in yearly CDBG funds to
meet these and other needs in the community. Instead the City works to improve the public
161 Page
environment and ensure that all citizens have improved safe access. Additionally, the City plans to assist
in economic development opportunities for low-income neighborhoods to make housing more
affordable.
Discuss how these outcomes will impact future annual action plans.
The City plans to address housing needs, but without significant additional resources, the City will
continue to focus CDBG dollars where they will do the most good for the low- and moderate -income
households through better access to economic opportunities, services, and public infrastructure. With
prior CDBG program year funds, the City allocated approximately $135,000 for a modest housing
rehabilitation program and $44,500 for a reroof to Lodi House's other facility, an Enrichment Center and
Transitional Housing facility. With 2018-19 program funds, the City allocated approximately $17,000 for
Ready -to -Work program which will provide employment, job training, employment skills training,
resume building, housing, and other wraparound services to homeless or those on probation; and
$6,000 will be allocated to Disability Resource Agency for Independent Living (DRAIL) for minor home
accessibility improvements.
Moreover, the City will continue to support resident leadership through the ABCD: Love Your Block mini -
grant program which has a ripple effect when residents become neighborhood leaders and conduct
mini -improvements projects that help improve health and safety of their community.
During this last program year, the City participated in a County -wide collaboration to hire a new
homeless coordinator to oversee homeless efforts across all the cities within San Joaquin County. The
City will continue to look for additional resources like this to support affordable housing.
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.
Number of Persons Served
CDBG Actual
Extremely Low-income
4639
Low-income
1375
Moderate
291
Above Moderate -income
41
Total
6346
Table 6 — Number of Persons Served
Narrative Information
As per HUD requirements Lodi tries to focus CDBG funding toward low- and moderate -income
households and neighborhoods. A total of 6,346 persons were served by CDBG funded public service
and fair housing programs. Of those, 4,639, or 73% were extremely low-income, or earned less than
30% of the HUD Adjusted Median Family Income (HAMFI) for San Joaquin County. 1,375 of those
persons, or 22% were low-income, or earned less than 50% of HAMFI. Less than one percent of those
served were over the low -moderate income level. The City used area benefit for the public
171 Page
infrastructure projects that were intended to benefit low-income neighborhoods. For example, The
Graffiti Abatement Program served neighborhoods that were approximately 66% low-income.
Summarize the city's efforts to address "worst case needs" and progress in meeting the needs of
persons with disabilities? Worst-case housing needs are defined as low-income renter households
who pay more than half of their income for rent, live in seriously substandard housing, which includes
homeless people, or have been involuntarily displaced. The needs of persons with disability do not
include beds in nursing homes or other service -centered facilities.
The City does not have sufficient funds to construct new affordable housing. In such a climate, the City
looks for alternative ways to support affordable housing, such as helping preserve existing affordable
housing through the rehabilitation projects mentioned below. The City continues to look for projects
which would support affordable housing for low-income Lodi residents, some of which may be
homeless, at -risk of homelessness, and/or disabled. During the 2017-18 program year, the City awarded
Lodi House with approximately $70,000 to rehabilitate its short-term shelter and it long-term facility,
both of which service homeless women and children. Not only do they provide shelter, but support
services designed to help the residents develop healthy lifestyles that will lead to employment and
independence.
During 2017-18 as well, the City awarded CDBG funds to Second Harvest which provides groceries and
fresh produce to low-income persons, including homeless, seniors, and disabled. The City awarded funds
to LOEL Senior Center to serve meals to home -bound seniors, most of which are disabled and low-
income. Additionally, the City works with its homeless committee to find more strategies to address
needs of homeless individuals. As a result, the City appointed a police officer in early 2017 as Homeless
Liaison Officer. He conducts street outreach and connects them with resources and local social service
providers. Since beginning, the Officer has reported success in helping individuals get housing and
resources they need to be healthier.
The need for more affordable housing units far exceeds the capacity and resources of neither the City to
address, nor any city generally. Recognizing this, the State has recently passed legislation to address this
deficiency.
In early 2018, the City adopted its Americans with Disabilities Act Transition Plan. The purpose of this
plan is to ensure that persons with disabilities have equal access to civic life, including facilities,
programs, services and events. Please see Sections 2 and 3 for planned modifications to improve
accessibility. The plan can be found online at:
http://www.lodi.gov/community_development/index.html.
181 Page
CR -25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e);
91.520(c)
Evaluate the jurisdiction's progress in meeting its specific objectives for reducing and ending
homelessness through:
Reaching out to homeless persons (especially unsheltered persons) and assessing their
individual needs
The City is a participant in the Committee on Homelessness, made up of key City staff, representatives
from the Salvation Army, local faith -based organizations, and the Lodi Community Foundation, a local
philanthropic organization. Led by the Lodi Community Foundation, this task force has built consensus
and support to explore several short- and long- range solutions to reduce homelessness and mitigate its
effect on the community. This culminated in the creation of a "Report on Homelessness in Lodi" which
was presented to the Lodi City Council in September of 2015. The City Council adopted that report and
the long- and short- term strategies that were incorporated within. The City has remained actively
involved in the monthly Committee and Sub -committee meetings and has consolidated the other
homeless outreach efforts into these meetings.
The City was involved with the Continuum of Care (CoC) in the planning and execution of the County-
wide Point -in -Time Homeless Count that took place in January 2017.
The City values its relationships with homeless service providers and reaches out to those providers for
input on needs. Many of the homeless service providers also attend the City Council meeting to provide
feedback on the homeless population.
The City staff keeps updated on San Joaquin County Emergency Food and Shelter Board to stay updated
on current funding and agencies providing services.
As mentioned above, the City appointed a police officer in early 2017 as Homeless Liaison Officer. He
conducts street outreach and connects them with resources and local social service providers. The
Officer has reported success in helping individuals get housing and resources they need to be healthier
and off the streets.
Lastly, the Lodi Improvement Committee, a City Board/Commission with members appointed by the
Mayor and City Council, is also a forum for discussing, gathering information, and promoting actions
regarding homeless issues, among other resident driven topics, in the City. City staff provides support to
help this group meet its goals.
Addressing the emergency shelter and transitional housing needs of homeless persons
191 Page
Residents of emergency shelters and transitional housing often need access to additional basic human
needs, such as food and adequate nutrition. Recognizing the need for more transitional housing as
voiced by service providers, the City planned to fund the Salvation Army's rehabilitation of a home into a
transitional living center for homeless persons during the 2016-17 plan year. Due to delays in starting
the project, those funds were reallocated to Lodi House's transitional and long-term shelters. The City
will continue to look for projects that address housing needs of homeless persons.
Additionally, the City supports this need by consistently providing funds to Second Harvest Food Bank
which provides bulk food goods to these shelter operators. One of the key points identified through the
Homeless Task Force is the need for broad spectrum of housing types beyond emergency shelters,
including supportive and transitional housing. This is also a subject that is addressed through the
recently completed Housing Element and the Analysis of Impediments to Fair Housing Choice. For the
2018-19 program year, the City will be adding Emergency Food Bank which also provides for the low-
income and homeless.
Lastly, the City supports the LOEL Senior Center to provide food and nutrition for seniors who might
otherwise not have the funds.
Helping homeless persons (especially chronically homeless individuals and families, families
with children, veterans and their families, and unaccompanied youth) make the transition to
permanent housing and independent living, including shortening the period of time that
individuals and families experience homelessness, facilitating access for homeless individuals
and families to affordable housing units, and preventing individuals and families who were
recently homeless from becoming homeless again
The City uses several strategies to assist chronically homeless. The following activities have occurred or
are in the process.
• The City looks for ways to partner with local service provider Grace and Mercy Charitable
Foundation to expand their services to provide a day drop-in center where the homeless can
access training and services. While the recent rehabilitation project did not move forward as
planned, the City will continue to look for future opportunities to support them.
• The City created a Homeless Liaison Officer within the Lodi Police Department, who works
directly with the local unsheltered homeless to offer assistance, connect them with available
services and find placement in shelters and more permanent housing.
• The City and Lodi Improvement Committee works with local hotel/motel owners to create
affordable housing opportunities.
• An 80 -unit affordable senior housing project was completed in 2017. It provides available units
to allow for homeless seniors and seniors at risk of homelessness.
• The City will continue to provide support to Second Harvest Food Bank and Emergency Food
Bank which provide food to many local Lodi service providers that then pass this along to
homeless and at -risk homeless individuals and families. Healthy food contributes to better heath
20
and can reduce financial stress due to medical costs, which can be a factor in homelessness.
• The City will continue to support the Continuum of Care's efforts to create additional beds for
chronically homeless persons through two primary strategies: (1) having the CoC apply for
additional new Shelter Plus Care funding that will target the chronically homeless, and (2)
increasing the number of beds for the chronically homeless by modifying existing Shelter Plus
Care programs that do not specifically target chronically homeless persons. This second strategy
would be achieved by providing chronically homeless persons with a priority when filling
vacancies in non -targeted Shelter Plus Care programs as they occur.
• The City worked with the Committee on Homelessness to initiate a construction trades training
pilot program where homeless individuals have opportunity to obtain the skills necessary to
seek gainful employment.
• The City collaborated with San Joaquin County to create a new position for better coordination
of homeless resources and services across the County.
• During the 2018-19 program year, the City will fund a Ready -To -Work program that will provide
employment, job training, employment skills training, resume building, housing, and other
wraparound services to homeless or those on probation.
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
To assist families in avoiding homelessness, the City has supported the Community Partnership for
Families youth program which promotes the mental, emotional, social, and educational well-being of
Lodi's youth, which in turn helps them to make positive choices about their future, including efforts at
schools and with career opportunities. Some youth come from families that have experienced multi-
generational poverty, and this program contributes to ending that cycle. The Community Partnership
program takes a holistic look at family health as part of their programming and to help improve core
factors facing at -risk youth in the City.
The City also supports Second Harvest Food Bank, which helps families teetering on the edge of
homeless. Additionally, some of Lodi's seniors are on limited incomes and face medical care expenses.
To assist these residents in avoiding homeless, the City provided LOEL Center with assistance for its
Meals on Wheels Program. These are both hot and cold meals that also tailored to the nutritional and
dietary needs of elderly residents. Meals are delivered directly to seniors who are also screened for
other needs.
Lastly, Foster Care programs in San Joaquin County are overseen by the Human Services Agency. In
California, state law requires public foster care programs to provide an Independent Living Program and
that a transition plan be formulated for all youth preparing for emancipation. The City will continue to
work with the Human Services Agency and the CoC members to assist youth exiting the foster care
211 Page
system. The City will contribute in identifying best practices for keeping youth exiting foster care from
becoming homelessness.
CR -30 - Public Housing 91.220(h); 91.320(j)
Actions taken to address the needs of public housing
The Housing Authority of the County of San Joaquin (HACSJ) is the public housing agency serving the City
of Lodi. HACSJ is independent of the City of Lodi, and the City retains no control over its funding or
implementation of programs.
Actions taken to encourage public housing residents to become more involved in
management and participate in homeownership
HACSJ encourages public housing residents to participate in policy, procedure, and program
implementation and development through its Resident Advisory Board. HACSJ also distributes a
newsletter to all residents, which contains relevant news, information on training and employment
opportunities, and other community resources available to public housing residents. Public housing
residents also participate in the development of the HACSJ five-year and annual plans. The Resident
Services Division distributes a survey to prioritize residents' needs and schedule short- and long- term
improvements.
Actions taken to provide assistance to troubled PHAs
HACSH is not designated as "troubled."
221 Page
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)
In 2017-18, the City engaged in the following activities to foster and maintain affordable housing:
• In 2016, the City completed its review and update to its Housing Element, as well as an update
to the Analysis of Impediments to Fair Housing Choice (Al) that was reviewed and approved by
HUD's Office of Fair Housing and Equal Opportunity. Any barriers to affordable housing
identified through those documents will be addressed by the City.
• The City has finally seen the development of Eden Housing an affordable senior housing project
that has been in the works for the past eight years. This project will provide 80 units that will
serve a broad spectrum of low-income seniors.
• The City is continuing to work with Habitat for Humanity to identify existing housing or vacant
sites to be purchased and rehabilitated/developed as affordable housing.
Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j)
In 2017-18, the City supported the following programs to address underserved needs:
• Community Partnership for Families services assisted in reaching predominantly Hispanic youth
and their families.
• LOEL Senior Center provided food and nutrition and social interaction to homebound seniors.
• San Joaquin Fair Housing Association provided housing counseling services to 347 Lodi residents.
• Second Harvest Food Banks provided 5,732 needy families (includes all members) with food
within the Target Area.
• In addition, the City assisted Eden Housing with the efforts to secure funding for the
development of an 80 -unit affordable, senior housing project on Tienda Drive.
Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j)
231 Page
In 2017-18, the City will offer the following programs to reduce lead-based paint hazards:
• All the City's capital improvement projects follow lead-based paint safety regulations and policies.
• The City will continue to provide lead-based paint testing as a component of its housing repair and
rehabilitation programs when required by HUD regulations. Given the age and condition of Lodi's
housing stock, there are a significant number of homes where lead-based paint testing is needed.
Actions taken to reduce the number of poverty -level families. 91.220(k); 91.320(j)
In 2017-18, the City provided assistance to at -risk youth and their families, to homeless and/or low-
income youth, to low-income families who need food assistance and to homebound seniors. Counseling,
social activities, self-improvement strategies, and multiple resource were provided to these individuals
and families to help them achieve more stable and health lives. Specifically, the following nonprofits
provided these instances of service to Lodi residents:
• Second Harvest: 27,558 units of service
• LOEL Senior Center: 23,758 service units
• Community Partnership for Families: 777 units of service
• San Joaquin Fair Housing: 347 individuals served
Actions taken to develop institutional structure. 91.220(k); 91.320(j)
241 Page
The City's CDBG-funded programs are administered by the City's Community Development Department,
Neighborhood Services Division. This Division works collaboratively with the other
departments/subdivisions, such as Planning, Code Enforcement, Public Works, and others. Also, City
staff is the liaison to the Lodi Improvement Committee and stays updated on Lodi's Committee on
Homelessness and the Federal Emergency Food and Shelter Program Board. Participation in these
committees help the City's CDBG program stay current and aware of the most pressing community
needs, as well as, allows networking/problem solving with local/regional social service providers and to
bring in additional resources to meet these needs.
A significant gap in access to social services for Lodi residents is due to a lack of social services within the
City. Many services are located outside of Lodi, usually in Stockton. The City's GrapeLine bus system
connects to San Joaquin Regional Transit, which goes to Stockton. Residents; however, are often
deterred by the cost, number of transfers, and length of trips. Since 2014, the City has encouraged and is
pursuing opportunities for out-of-town service providers to have satellite facilities/offices in Lodi. Three
potential sites were considered but became unavailable. Due to uncertainly with the location, project
funds were reallocated during 2017-18 program year.
The City has updated its Housing Element where it discussed issues such as multi -family and affordable
housing, and review of existing HUD -funded housing programs and an evaluation of their effectiveness.
Actions taken to enhance coordination between public and private housing and social service
agencies. 91.220(k); 91.320(j)
The City will continue to participate in regional coordination of services through the Lodi Committee on
Homelessness and other networking opportunities.
Identify actions taken to overcome the effects of any impediments identified in the
jurisdictions analysis of impediments to fair housing choice. 91.520(a)
Currently, the City funds the San Joaquin Fair Housing Association which provides phone and in-person
fair housing counseling. Staff provides resources, information, and advocacy to Lodi residents who have
experienced discrimination in housing and landlord tenant issues. The Association also attended two
resources fairs in Lodi to increase resident awareness of these resource, and the co -facilitated a landlord
training with CRLA. The City procured services with California Rural Legal Assistance (CRLA) to also
provide systematic and thorough discrimination testing at five sites in Lodi, to conduct resident surveys
at two sites. While no clear acts of discrimination were found as a result of the tests and survey, CRLA
made recommendations in its final report to addresses a few areas of improvement: improved
education for residents who fear retaliation if they report issues; greater outreach to bilingual residents,
offer more landlord trainings, to name a few. Additionally, the City will take actions as recommended
from the recently completed and approved Analysis of Impediments. Actions taken during 2017-18 plan
251 Page
year to overcome the identified impediments are as follows:
1. Lack of sufficient subsidized and unsubsidized affordable housing supply, particularly for low-income
special needs households:
• Goal: The City will study the feasibility of a residential rehabilitation and improvement grant
program for low-income, which will allow low-income homeowners with disabilities and
landlords to make accessibility improvement to their homes. The City planned to study program
feasibility within one year of adoption. If financial resources are available, develop grant
program within three years of adoption. Action: The City's new housing rehabilitation program is
anticipated to begin during the next 2018-19 program year.
2. Lack of available rental housing subsidy for lower-income households.
• Goal: The City will continue to support the San Joaquin County Housing Authority in its
administration of the Housing Choice Voucher rental assistance program, which will include
distribution of program information at the Community Development public counter, distribution
of program information to rental property owners as part of the City's code enforcement
activities, annual meetings with representatives of the Housing Authority to discuss actions the
City can take to encourage greater participation in the Voucher Program by rental property
owners, and creation and maintenance of a link to the Housing Authority's website on the City's
website. Action: A link to the Housing Authority website can be found here: www.lodi.gov.
3. Different origination and denial rates based on neighborhood.
• Goal: The City of Lodi will track fair housing complaints and cases lodged in the city to ensure
that lenders are not violating fair housing law with discriminatory lending practices. Action:
During 2017-18, we increased outreach to residents about their fair housing rights and how to
seek assistance.
• Goal: The City of Lodi will support home purchase programs targeted to low/mod households,
such as down payment assistance and homeownership mortgage counseling, as long as funding
is available. The City may elect to pursue additional funding for down -payment assistance at a
future time if funding becomes available. Action: The City started a First -Time Homebuyer
program; however, due to housing market conditions and funding restrictions, the City
reallocated funds to help improve Lodi House shelter.
4. Lack of information on the nature and basis of housing discrimination and the resources available to
seek assistance.
• Goal: The City of Lodi will monitor the incidence of housing discrimination complaints and report
trends annually in conjunction with the CAPER. Action: During the 2017-18 program year, San
Joaquin Fair Housing reported mediation on 17 fair housing cases. This is up from last year's 14
cases; however, this is still less than the 26 cases two years ago. The additionally, the City has
updated formal policies and procedures for persons with disabilities to request reasonable
261 Page
accommodations to local planning and development standards. Information on the
accommodations that a residents can request have been made available on-line and an ADA
compliance officer has been identified as well. Information can be found here:
www.lodi.gov/accessibility.
• Goal: The City of Lodi will include a review of prior year performance regarding affirmatively
furthering fair housing in the annual planning for the use of CDBG funds. The City will identify
funding support that addresses the removal of impediments or advancing specific fair housing
goals. Action: During 2017-18, the City procured services from the California Rural Legal
Assistance (CRLA) to provide housing discrimination testing at five sites and to conduct two
resident surveys.
• Goal: The City will work with local agencies to improve the collection and reporting of
information on discrimination, particularly based on religion, race and ethnicity, age, gender,
marital status, presence/absence of children, and household size. These agencies include the
apartment associations as well as the San Joaquin Fair Housing Association and other nonprofit
groups that regularly come in contact with groups at risk of housing discrimination. Action: The
City required that CRLA in its 17-18 activities gathering information and report on the types of
discrimination that they find through various methods: research, tenant interviews, and first-
hand testing.
• Goal: The City will conduct fair housing testing at least once every two years to identify the
presence of discrimination. Testing will include at least five properties each time. In a five-year
period, at least two types of discrimination (e.g., race, disability) will be tested. The City will
consider partnering with neighboring jurisdictions to conduct regional testing and will submit a
joint Request for Proposals to agencies that have the capacity and experience to complete
testing. If a joint effort is infeasible, the City will consider other ways to ensure that
discrimination testing is occurring, either by contracting individually or by participating in
capacity building with the San Joaquin Fair Housing Association to ensure that there are no
discriminatory marketing practices in the city. Action: As mentioned above, City procured
services from the California Rural Legal Assistance (CRLA) to provide housing discrimination
testing at five sites and to conduct two resident surveys.
• Goal: The City will continue to work with the San Joaquin Fair Housing Association to improve
outreach to residents at risk of discrimination, including marketing, educational efforts, and
partnerships with other agencies (schools, utilities, etc.) in the dispersal of fair housing
informational materials. Action: During 2017-18, the City requested that San Joaquin Fair
Housing provide training to landlords in Lodi on fair housing practices, among other best
housing practices. The organization provided one training and attended to resource fairs in Lodi.
5. Concentration of lower-income households and minority households in less desirable neighborhoods.
• Goal: The City encourages a mixture of household incomes in new developments. As part of the
Annual Action Plan, the City will track changes in geographic concentrations for lower-income
and minority households. Action: The City continues to support projects through its CDBG
funding that target the geographic concentrations of lower-income and minority households.
271 Page
These concentrations continue to be located on the eastern sides of the community.
Additionally, the development of the 80 -unit affordable senior housing project has made a huge
step toward the creation and distribution of affordable housing for low-income and minority
households. City staff will work with the developer/management company to ensure that there
is the appropriate marketing of the project to our current low-income and minority
communities.
6. Fair Housing education
• Goal: The City will use mailings to educate people about fair housing and work with the Housing
Authority to encourage a diverse applicant pool and good marketing in preparation for when
units/vouchers are available. Action: During 2017-18, San Joaquin Fair Housing conducted
outreach on fair housing including attendance at community events.
• Goal: The City will publish online the availability of housing services and programs in the city.
Once a year, the City will publish information in Spanish to inform all persons with limited
English language proficiency about the availability of housing services and programs in the city.
The City also has bilingual staff available daily during business hours to assist. Updates to online
and bilingual information will be conduction once a year. Bilingual staff available daily during
business hours on an ongoing basis. Action: During 2017-18, the City posted marketing material
in both Spanish and English for fair housing services.
28 1 F
0
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
At the beginning of 2017-18, the City's CDBG program was administered by two staff, the Neighborhood
Services Division manager and a program specialist. The Division manager has since left the City and the
program specialist has taken over CDBG responsibilities. The program specialist oversees reporting
requirements, monitors the budget, conducts procurement activities, enforces labor compliance
standards, and more. They are available to offer assistance and answer questions of sub -recipients, and
is in contact with each sub -recipient at least quarterly regarding quarterly reports or other matters. The
Program Specialist has four years of experience, and is a contractor who is part of a team of experienced
professionals to draw upon for expertise and assistance, as needed. The Program Specialist and team
have over 10 years of experience in comprehensive implementation of the Consolidated Plan, Housing
Element, Analysis of Impediments to Fair Housing and other planning documents.
Per HUD's recommendation, the City updated its monitoring procedures and conducted one on-site
monitoring visit during the 2016-17 plan year. With these new policies, the City will be proactively
assisting sub -recipients to be compliant with CDBG reporting and filing requirements. During 2017-18
program year, the City used the new formula (see table below) to select on-site monitoring with two
subrecipients: San Joaquin Fair Housing and the City's own Graffiti Abatement program. The two
monitorings resulted in a thorough discussion of services, answering questions about policies, collecting
of program information, and ultimately, substantial compliance with HUD standards. The City's policy is
also to conduct on-going desk monitoring of its subrecipeints throughout the year. This is done
periodically and often at the time of quarterly reports. The City is in the process of scheduling another
on-site monitoring during the 2018-19 program year.
More specifically, the City's policy was revised to state that 25% of subrecipients will be formally
monitored (on-site) each program year, and that the following criteria will be used to select them.
Criteria
Rating
Selection
The amount of the
applicable award
0
Less than $2,500
1
Less than $5,000
2
More than $10,000
Completeness and0
accuracy of quarterly
reports and invoices
Complete
1
Incomplete but
timely to fix
2
Incomplete and long
delay in fixing
Administrative capacity
with emphasis on staff
turnover
0
Adequate
1
Minimal gaps in
capacity
2
Significant gaps in
capacity
291 Page
Length of time as CDBG
sub -recipient
0
Less than 1 year
1
At least one year
2
2 or more years
Outcome of any previous
monitoring visit
0
No findings
1
Findings resolved
within 60 days
2
Findings not
resolved within 60
days
Other factor .
0
1
2
For reasons stated in the
"formal monitoring"
section
On-site monitoring
On-site monitoring
On-site monitoring
Total Score:
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.
The City provided a draft of this CAPER to the public for comment 15 -days prior to the City Council
public hearing on September 19, 2017. The City posted and published a notice regarding the City Council
hearing on the draft CAPER.
One element of the effective communications that we strive for as a public agency is in the written
documents that we prepare that identify how we went about soliciting public comment for use of the
funding, what we have proposed to do with our grant funding, and finally what we have accomplished
with the use of those funds.
The City received XX public comments.
301 Page
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.
The City does not plan on changing any of its Strategic Plan or Annual Action Plan program objectives.
Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI)
grants
NA
[BEDI grantees] Describe accomplishments and program outcomes during the last year.
NA
31 1
RESOLUTION NO. 2018-184
A RESOLUTION OF THE LODI CITY COUNCIL APPROVING THE 2017-18
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) CONSOLIDATED
ANNUAL PERFORMANCE AND EVALUATION REPORT (CAPER)
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) as
an entitlement community; and
WHEREAS, the 2017-18 CAPER describes the programs and activities accomplished
during that program year, in which the City received $633,771 in federal CDBG funds; and
WHEREAS, the City of Lodi has held, with proper notification and at the completion of
the mandated public comment period, a public hearing at the City Council meeting of
September 19, 2018, to receive comments on the draft CAPER.
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby approve
the Final 2017-18 CAPER that is to be submitted to HUD by September 28, 2018.
Dated: September 19, 2018
I hereby certify that Resolution No. 2018-184 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held September 19, 2018, by the following vote:
AYES: COUNCIL MEMBERS — Chandler, Kuehne, Mounce, and Mayor Nakanishi
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS Johnson
ABSTAIN: COUNCIL MEMBERS — None
ENNIFE
City Clerk
2018-184
TA OLO
R
TCDBG Public Hearing
2017-18 Consolidated Annual Performance
and Evaluation Report (CAPER)
Presented by
Neighborhood Services Division
September 2018
2017/18 CAPER
2017/18 Allocation Amount $633,771
Public Services
(City) Graffiti Abatement
Community Partnership
LOEL Center
Second Harvest Food Bank
Plan/Admin Fair Housing
Fair Housing - SJFH
Fair Housing — CRLA
Plan / Admin General
Sub -Total
$95,065
$32,000
$47,065
$ 8,000
$ 8,000
$22,345
$14,000
$ 8,345
$104,328
$221, 738
City of Lodi —Graffiti Cleanup
L Graffiti Abatement
program,
implemented by the
Public Works
Department, cleaned
1,596 graffiti sites,
totaling over 1,000
hours of work.
Community Partnership for Families
Served 170 youth and
families in the City of Lodi,
specifically working with 57
youth on a one-on-one basis.
Partnered with other local
agencies and created events
including Lodi's 3rd Annual
Peace Walk, Stockton's Art
Fusion event, and Tru Hope
Summit, College and Career
Fair.
Second Harvest Food Bank
Provided direct food
assistance to 5,732
persons this year.
Implemented the Food
Assistance Program,
Senior Brown Bag Lunch
Program, and the Food 4
Thought Program to
serve 27,558 meals this
year.
LOEL
For your continued support.
The LOEL Senior
Center's Meals on
Wheels Program provided
hot, nutritious meals to 97
homebound seniors five
days a week this year.
LOEL also provided
seniors with information
about other services
including small home
repairs and social visits
from local churches.
San Joaquin Fair Housing
SJ Fair Housing offered education, counseling, and
mediation services to 347 households, including 105
elderly households, in SJ County to reduce the load on
local code enforcement agencies and eliminate housing
discrimination.
Outreach at Family Fitness Fair and Dia Del Campesino
Health and Community Resource Fair.
California Rural Legal Assistance
,!
t.G__
.--0
CALIFORNIA RURAL LEGAL ASSISTANCE, INC.
CRLA conducted fair housing testing at five
rental sites and two on-site surveys.
Recommended continued testing, surveys, and
outreach to residents regarding their rights
Partnered with SJFH to present Fair Housing
Training for landlords
2017/18 CAPER
2017/18 Allocation Amount $633,771
Public Facilities *$229,281
Lawrence Ave ADA $ 67,104
Alley Drainage $162,177
Affordable Housing *$25,000
Lodi House HVAC Replacement $ 25,000
Sub -Total $254,281
*Approximate
2017/18 CAPER
Lawrence Avenue ADA Improvements
Added four handicap accessible parking stalls for improved
access to Grapebowl
Alley Improvements Project
Alley located between Pine and Oak Street improved to reduce
flooding and water damage (Phase 6)
Lodi House HVAC Replacement
Lodi House Shelter houses single -mothers with children,
approximately five families living there at one time.
2017-18 CAPER
Public Review & Comment
Mandatory 15 -day Review Period
No Public Comments to date
Public Hearing
Requested Action
CI To adopt the Resolution...
Approving the 2017/18 Consolidated Annual Performance and
Evaluation Report.
CITY OF LODI
LEGAL ADVERTISEMENT
ADVERTISING INSTRUCTIONS
SUBJECT: NOTICE OF PUBLIC HEARING FOR DISCUSSION OF THE CDBG
2017-2018 CONSOLIDATED ANNUAL PERFORMANCE AND
EVALUATION REPORT (CAPER)
PUBLISH (DATES): August 25, 2018
ACCT#: 20104930
TEAR SHEETS WANTED: 1 EXTRA (ONLY) DELIVER TO: Community
Development Dept.
AFFIDAVIT & BILL TO: Community Development - CDBG
City of Lodi
221 W. Pine Street
Lodi, CA 95241
DATE: August 22, 2018 ORDERED BY: Patrice Clemons
TITLE: CDBG Program Specialist
C:\Users\pfarris\AppData\Local\Microsoft\Windows\Temporary Internet Files\Content.Outlook\3013VF31-1\Legal Notice_Public
Hearing Notice 17-18 CAPER.doc
LEGAL NOTICE
NOTICE OF PUBLIC HEARING FOR DISCUSSION OF THE COMMUNITY
DEVELOPMENT BLOCK GRANT (CDBG) 2017-2018 CONSOLIDATED ANNUAL
PERFORMANCE AND EVALUATION REPORT (CAPER)
NOTICE IS HEREBY GIVEN that a public hearing will be held on Wednesday, September 19, 2018 at
7:00 p.m. or as soon thereafter as the matter may be heard, in the Lodi City Council Chambers, 305 West
Pine Street, Lodi, CA 95240 in order to consider the Community Development Block Grant (CDBG)
2017-2018 Program Consolidated Annual Performance and Evaluation Report (CAPER).
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 2017-2018 CAPER describes the programs and activities accomplished during that program year, in
which the City received $633,771 in Feceral CDBG funds.
The CDBG program provides funding for activities that benefit low-income persons, eliminate slum or
blight, or serve an urgent need. Eligible activities include property acquisition, public improvements,
housing rehabilitation, economic development, and public services.
The public review and comment period for the 2017-18 CAPER will begin no later than September 5,
2018 and will end September 19, 2018. The CAPER documents will be made available at Lodi City Hall,
221 W. Pine Street, and on the City's website at:
www,lodi.gov/community_developmentneighborhoods/cdbg.htm1.
The purpose of this public hearing will be to give citizens an opportunity to make their comments known
regarding the previous use of CDBG funds. 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.
Notice of Non -Discrimination on the Basis of Disability and Reasonable Accommodation
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.
The City of Lodi does not discr=minate in admission or access to, or treatment or employment in,
its federally assisted programs and activities on the basis of disability. Reasonable
accommodations will be made available to the disabled, upon request. Translators/Translation
services are also available upon request. Any questions, concerns or requests related to these
Notices should be directed to the following person:
Patrice Clemons, (209) 333-6800 x3404.
CDBG Program Specialist
Patrice Clemons
Dated: August 2018
C;\Users\pfarris\AppData\Local\Microsoft\Windows\Temporary Internet Files\Content.Outlook\3013VF3H\Legal Notice Public
Hearing Notice 17-18 CAPER.doc
DECLARATION OF POSTING
NOTICE OF PUBLIC HEARING FOR DISCUSSION OF COMMUNITY DEVELOPMENT
BLOCK GRANT (CDBG) 2017-2018 CONSOLIDATED ANNUAL PERFORMANCE
AND EVALUATION REPORT (CAPER)
On Tuesday. August 28, 2018, in the City of Lodi, San Joaquin County, California, a
Notice of Public Hearing for discussion of Community Development Block Grant (CDBG)
2017-2018 Consolidated Annual Performance and Evaluation Report (CAPER)
(attached and marked as Exhibit A) was posted at the following locations:
Lodi City Clerk's Office
Lodi City Hall Lobby
Lodi Carnegie Forum
WorkNet Office
I declare under penalty of perjury that the foregoing is true and correct.
Executed on August 28, 2018, at Lodi, California.
ORDERED BY:
JENNIFER M. FERRAIOLO
CITY CLERK
PAMELA M. FARRIS ELIZABETH BURGOS
DEPUTY CITY CLERK
ADMINISTRATIVE CLERK
N:\Administration\CLERK\Public Hearings\AFFADAVITS\DECPOSTCDBG.doc
EXHIBITAJ
LEGAL NOTICE
NOTICE OF PUBLIC HEARING FOR DISCUSSION OF THE COMMUNITY
DEVELOPMENT BLOCK GRANT (CDBG) 2017-2018 CONSOLIDATED ANNUAL
PERFORMANCE AND EVALUATION REPORT (CAPER)
NOTICE IS HEREBY GIVEN that a public hearing will be held an Wednesday, September 19, 2018 at
7:00 p.m. or as soon thereafter as the matter may be heard, in the Lodi City Council Chambers, 305 West
Pine Street, Lodi, CA 95240 in order to consider the Community Development Block Grant (CDBG)
2017-2018 Program Consolidated Annual Performance and Evaluation Report (CAPER).
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 2017.2018 CAPER describes the programs and activities accomplished during that program year, in
which the City received $633,771 in Federal CDBG funds,
The CDBG program provides funding for activities that benefit low-income persons, eliminate slum or
blight, or serve an urgent need. Eligible activities include property acquisition, public improvements,
housing rehabilitation, economic development, and public. services.
The public review and comment period for the 2017-18 CAPER will begin no later than September 5,
2018 and will end September 19, 2018. The CAPER documents will be made available at Lodi City Hall,
22I W. Pine Street, and on the City's website at:
www.lodi.gov/community develop ill ent/neighborhoods/cdbg.htinl.
The purpose of this public hearing will be to give citizens an opportunity to make their comments known
regarding the previous use of CDBG funds. [f 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.
Notice of Non -Discrimination on the Basis of Disability and Reasonable Accommodation
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.
The City of Lodi does not discriminate in admission or access to, or treatment or employment in,
its federally assisted programs and activities on the basis of disability. Reasonable
accommodations will be made available to the disabled, upon request. Translators/Translation
services are also available upon request. Any questions, concerns or requests related to these
Notices should be directed to the following person:
Patrice Clemons, (209) 333-6800 x3404.
CDBG Program Specialist
Patrice Clemons
Dated: August 2018
C:\Users\pfarris\AppData\Local\Microsoft\Windows\Temporary Internet Files \Content.Outlook\3013VF3H\Legal Notice_Public
Hearing Notice 17-18 CAPER.doc
LA CIUDAD DE LODI
DEPARTAMENTO DE DESARROLLO DE LA COMUNIDAD
AVISO DE AUDIENCIA PUBLICA PARA DISCUTIR EL PROGRAMA DE
FONDOS DE DESARROLLO PARA LA COMUNIDAD (CDBG)
POR LA PRESENTE SE DA AVISO que una audiencia publica se Ilevare a cabo el Miercoles, 19 de septiembre de 2018
a las 7:00 pm o tan pronto como el asunto puede ser oido, en el Consejo de Lodi City Chambers, 305 West Pine Street,
Lodi, CA 95240 con el fin de considerar el 2017-18 Community Development 3lock Grant (CDBG) Programa Consolidado
Anual de Desemperio y el Informe de Evaluacion (CAPER). La 2017-18 CAPER describe los programas y actividades
realizadas durante ese ario del programa, en el cual la Ciudad recibi6 $633,771 en fondos federales CDBG. La AAP
generalmente describe como la Ciudad utilizare los fondos del programa de aotividades elegibles durante el ario fiscal.
Se hace este aviso disponible para cumplir con los requisitos de participacion ciudadana. Las regulaciones federales
requieren que las localidades ofrezcan al publico un acceso razonable a los documentos.
El CAPER esten disponibles para revision publica en el Ayuntamiento de Lodi, 221 West Pine Street, y en la pegina web
de la Ciudad en www.Iodi.gov/community_development/neighborhoods/cdbg.html. Copias del CAPER estaren
disponibles bajo petici6n y son gratuitas.
El periodo de revision y comentarios del publico para el 2017-18 CAPER comienza el 5 de septiembre del 2018 y
finalizare el 19 de septiembre de 2018. El Ayuntamiento tendre en cuenta la adopcion de la 2017-18 CAPER y
proporcionar una oportunidad para comentarios del publico en su reunion del 19 septiembre de 2018.
El proposito de esta audiencia publica sere el de dar a los ciudadanos la oportunidad de hacer sus comentarios
conocidos respecto a las necesidades y los Iogros en el marco del Programa CDBG. Si usted no puede asistir a la
audiencia publica, puede dirigir sus observaciones a Ia Secretarfa de Ia Ciudad, Ciudad de Lodi, PO Box 3006, Lodi, CA
95241 en escrito, o puede Ilamar por telefono al (209) 333-6711. Las personas con discapacidad auditiva, por favor utilize
el Servicio de Retransmisi6n de California (CRS) 7-1-1. Ademes, Ia informaci6n este disponible para su revision en el
Ayuntamiento de Lodi (221 West Pine Street) entre las horas de 8:00 am y 5:CO pm de lunes a viernes.
Si usted disputa el tema en la corte, usted puede ser limitado a elevar solo aquellas quejas que usted o alguien mes
elevo en la audiencia publica que se describe en este aviso o en la correspondencia escrita entregada a Ia Secretaria de
la Ciudad, 221 West Pine Street, en o antes de el cierre de la audiencia publica.
En cumplimiento de la Ley de Estadounidenses con Discapacidades, si necesita asistencia especial para participar en
esta reunion, por favor comunfquese con Ia Oficina del Secretario de la Ciudad al (209) 333-6702. Una notificacion de 48
horas antes de la reunion permitire a Ia ciudad hacer los arreglos razonables para garantizar la accesibilidad a esta
reunion.
La Ciudad promueve Ia vivienda justa y hace que todos sus programas disponibles para families de bajos y moderados
ingresos sin importar la edad, raza, color, religion, sexo, origen nacional, orientaci6n sexual, estado civil o discapacidad.
CDBG Programma Coordinador
Patrice Clemons