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HomeMy WebLinkAboutAgenda Report - June 5, 2002 I-02CITY OF LODI COUNCIL COMMUNICATION AGENDA TITLE: Presentation Of The San Joaquin Housing Authority's Annual Report MEETING DATE: June 5, 2002 PREPARED BY: City Clerk RECOMMENDED ACTION: None. BACKGROUND INFORMATION: Antonio Pizano, Executive Director of the San Joaquin Housing Authority, will be at the meeting to present to the Council the Authority's Annual Report. FUNDING: None required. SJB/JMP Susan J. Blackston City Clerk APPROVED: H. Dixon Flynn -- City Manager �I ISAN IOAQUIN H O U S I N G P.O. Box 447 Stockton, CA 95201 Tel. 209.460.5000 Fax 209.460.5100 Antonio V. Pizano Executive Director Board of Commissioners Shelly Wilson Chairperson Alan Biedemann Commissioner Audrey Jordan Commissioner Keith Land Commissioner Nancy Patron Commissioner Luz T. Sauceda Commissioner Joan Thorp Commissioner Administration 209.460.5084 448 S, Center St. Stockton, CA 95203 , City Clerk City of Lodi City Hall. 221 West Pine Street Lodi, CA 95240 Dear Sir: May 17, 2002 l�i,l\/.f ll I�C�i `tib In compliance with the Health and Safety Code §34328 requiring this Housing Authority to file with the Clerk, at least once a year, a report of its activities, you will find enclosed a copy of our 2001 Annual Report. JD Enc. Sincerely, Antonio V. Pizano Executive Director SAN JOAQUIN H O U S I N G U _ R .,.x. h p ' w rr-4SCJ Hip So c �: z ~� ry-r� Ste• r �*snK6�Yk�r Agi "'a ndeniably, the tragic events of September 11, 2001 affected all of us in many different forms. I -or some of us, life may never be the same. What we do with this terrible experience is what will distinguish us from the rest. Besides learning about our vulnerability as a nation, we also learned bow to respond with resolute and unwavering force. No matter how frequent or dramatic external forces interfere with our daily routine, we should never give up and wait for someone else to relieve us of such problems. We have an obligation to our nation, our community and our family to conquer adversity. In San Joaquin County, there are still thousands of families struggling to make ends meet. 'Thousands of families are dependent on our continued assistance. Many more wait, hoping to just make it to the top of the list. Our obligation to the less fortunate sector of our population does not stop after September 11. Indeed, it becomes more critical under the present economic crisis. Now more than ever, we must pull together as an organization and go beyond the call of duty to comfort and assist the less fortunate. Let us tackle the opportunity presented tis, and continue to expand the benefits of a progressive and forth -thinking organization. Let us concentrate on the many programs, already in place, that require our undivided attention and commitment. tet us be victorious in delivering the best customer service, even when at times the circumstances seem difficult. Let us prepare for the sacrifices we may be asked to make as HUD and other Federal, State and Local program finding gets redistributed. Let us take a proactive approach in search of more efficient and ef%ctive ways of carrying out our mission. It is time to rc-focus and set our priorities in order. The San Joaquin Housing Authority Board of Commissioners and the Executive Director stand committed to work with all who are willing to share their knowledge and expertise in the pursuit of creating opportunities and hope for a better tomorrow. _76)� LL'0"q Antonio Pizano Shelly Wilson Executive Director Chairperson On the cover and tbrouglrout this report you'll see many of •the residents �IIBi;3II;<p NOW 2001 Annual Report OUR MISSION GE, NERALA'CCOMPLISHMENTS 1_N_­_20'0_ The Housing Authority of the County ofSan Joaquin is dedicated to providing and advocating far a, f,�orda6le, attractive, safe living environments and opportunities to become self- sufficient for persons of very low to moderate income. . ,.....,......._ "..- OURVISION The Housing Authority of the County of San Joaquin will be nationally recognized as an innovative agency and a leader in creating community partnerships that result in individuals and families having hope for a better tomorrow. • Completed all work under the $2.44 million "Energy Performance Contract". As of October 1, 2001, all public housing developments have been converted to tenant - paid utilities, and the energy conservation program is underway. Because the HUD utility subsidies have been "locked -in" at levels prior to energy improvements, the Authority will be able to keep a projected $100,000 per year in utility cost savings. • Entered into an agreement with San Joaquin County to serve as the "Relocation Coordinator" in support of the County Housing Abatement Program. The Author- ity now receives administrative fees on a case-by-case basis to assist in relocating families who are displaced when a property is determined to be uninhabitable by the County. • Acquired a six -unit apartment complex in the City of Lodi. 'rhe acquisition ($255,000) and rehabilitation cost ($100,000) was financed using a conventional loan and a revolving line of credit from Farmers and Merchants Bank. Five units are completely rehabbed and leased. The sixth unit will be demolished and a new unit built using CDBG/HOME funds from the City of Lodi. The CDBG/HOME funds will be forgivable after a number of years. • Assisted the City of Stockton and the County of San Joaquin with relocation of displaced families from Mossdale Park (Lathrop), Terry, Cosmos, James, El Tecolote, Earle and Commercial Hotels in the City of Stockton. The individuals from these hotels were assisted with either a public housing unit or a rental assistance voucher. A total number of 92 families were assisted using Section 8 rental assistance vouchers and 9 families with public housing units. STRATEGIC GOAL ONE: Enhance the amount, attractiveness, and Mat <etabl ity of � our housing stock • Issued bonds on behalf of Eden Housing, Inc., a nonprofit affordable housing developer, for the acquisition and rehabilitation of Union Court Apartments in Manteca. When completed, Union Court will house 68 very -low income families. The Authority received in excess of $12,000 as a fee for serving as the issuer and will also receive an annually recurring fee in excess of $6,000. • Exercised option to purchase property at 421 South EI Dorado Street. Prior to exercising option, the Authority was paying $5,000 per month to lease the space, but now it Bays $3,421 in mortgage and owns the property. • Received a $319,000 three year grant from HUD to fund a resident service coordinator's position at the Franco Center. Following receipt of this award, we approached the Senior Services Agency of San Joaquin (SSA) to formulate a supportive service plan, to he funded by the grant. The services will directly benefit the Franco Center residents. • Launched the "Lodi RENEW Project" in partnership with the San Joaquin County Human Services Agency and the City of Lodi. This program provides training to welfare -to -work participants in the construction of new single family homes. A $250,000 line of credit from Farmers and Merchants Bank was secured to fund construction. • Completed major renovation work at the Franco Center, including complete upgrade and retrofit of the elevator system, boiler system retrofits, new roofing, asbestos abatement, and lire alarm systems. Interior unit rehabilitation is ongoing. • Facilitated the donation of two vacant parcels in the City of Stockton, suitable for residential development, through the Authority's nonprofit affiliate, Villa Real, Inc. SECTION 8 HOUSING CHOICE VOUCHER • Continued outreach to current and potential property owners by conducting three owner workshops where 205 landlords participated. The objective was to inform, retain and attract new owners to the Section 8 housing choice voucher program. • Received additional funding for 929 Fair Share and 61 Family Unification Program Vouchers. The total budget authority for both awards was $4,251,391. • Commenced impleuhentation of the Section 8 Project Based Program. This will enable the HA to enter into contractual relationships with property owners obligating them to set aside some or entire dwelling units for Section 8 program participants. • An additional 845 families were assisted during the year and at the end of the fiscal year a total number of 3,970 families were on the Program. • An additional 3,670 families were added to the waiting list. Lydia Granados, participant in the Family Self-Sufj— ciency Program, accepts the keys for leer new home, Guilt by public horsing residents in the Housing Authority's Resident Construction Prograin. PUBLIC HOUSING • An additional 95 families were assisted during the year and at the end of the fiscal year a total number of 1,214 families were on the Program. • Vacancy rate was 3% and the rent collection was maintained at 98% for the entire fiscal year. • Substantially completed phase 1 of street improvement and neighborhood identifi- cation project at Conway Homes ($1.25 million). • Continued exterior building improvement program and site fencing at Sierra Vista, using resident trainees ($500,000). • Completed upgrade to the sewer lift station effecting the Thornton developments ($76,500). • Completed reroofing work at Diablo, Krafft, and Burton Homes in Tracy (135 units / $300,000). • Completed new dual -pane window installation work at Krafft Homes in Tracy (35 units / $128,000). MIGRANT FARM LABOR PROGRAM • Expansion of the "cold weather" shelter program operated by the Stockton Shelter to include the families displaced from the City of Stockton downtown hotels. • Secured $700,000 from the State of California Office of Migrant Services for the installation of new exterior siding for 192 units at Artesi 11 and III. • Secured $240,000 from the U.S. Department of Agriculture (Rural Development Department) for the final phase of rehabilitation to the sewer pond system at the Harney Lane Migrant Family Farm Labor Center. STRATEGIC GOALTWO: Increase op portunit'ies for self-sufficiency and home ownership for our clientele HUMAN RELATIONS DEPARTMENT • Awarded $265,593 Public Housing Drug Elimination Program grant from the U.S. Department of Housing and Urban Development. • Awarded $26,852 grant from Human Services Agency to implement "Koo] Degrees" youth business venture. • Opened fourth Supportive Services Center in the County, located in Thornton. • Assisted 48 residents in Finding jobs. The average starting wage for job placements was $8.74 per hour; 75%% included full medical benefits; 83`%u remained employed for at ]cast one year. • Provided vocational training for 39 residents in the Resident Construction Program and 15 residents in the General Office Assistant Program. TECHNOLOGY • Began installation of Signature .Systems, Inc., software. • Implemented "Performance I Pact" web -based performance evaluation software. • Implemented program for users to access e-mail and files from different locations. • Centralized storage of users files to provide backup. • Upgraded amount of storage available for users' files. • Installed a new web -based Section 8 Landlord Unit Listing System. 2001 SUMMARY OF HOUSING UNITS Artesi 11 Migrant Family Farm Labor Center ................................... Artesi III Migrant Family Fane Labor Center ................................................ 96 HarneyLane................................................................................................... 95 ConwayHomes............................................................................................ 436 SierraVista................................................................................................... 394 Tracy............................................................................................................. 195 Thornton:....................................................................................................... 50 Manor................................................................................................. 31 ISartini FrancoCenter............................................................................................... 110 WestPark....................................................................................................... 12 Washington Street, Lodi.................................................................................... 7 Total....................................................................................................1,552 Tenant based Section 8 Voucher/Certificates............................................. 4,729 Project -Based Section 8 units........................................................................ 110 HAscattered sites........................................................................................... 48 d 4 RW } ... Jcan McCallongh :vas named the 2001 Housing Authority Employee of the Year at the annual employee appreciation event. COMMUNITY PARTNERSHIPS • Boys and Girls Club ofTracy • City of Stockton, Parks and Recreation • City of Stockton Police Department • Convnunity Medical Centers, Inc. • Community Works • Consumer Credit Counselors • Council for the Spanish Speaking • Creative Child Care, Inc. • Delta Health Care • Economic Opportunity Commission of San Luis Obispo County • Emergency Food Bank • Employment and Economic Development Department • Employment Development Department • Head Start • Healthy Children's Collaborative • Lodi Unified School District • Mediation Centel- of enter of San Joaquin County • Office of Migrant Education • Planned Parenthood • Resident Councils: Conway Homes, Sierra Vista, 7iaty Homes, and Thornton • San Joaquin A+ • San Joaquin Fair Housing • San Joaquin General Hospital • San Joaquin Human Services Agency • San Joaquin Office of Education • San Joaquin Rental Property Association • Service Corps of Retired Executives (SCORE) • Small Business Development Center • S.T.A.N.D. • State of California Office of Migrant Services • Stockton Shelter for the Homeless • U.S. Department of Agriculture Rural Development wori<in relationships, internally and externally BALANCE SHEET, ending September 30, 2001 ASSETS Cash & Investments.......................................................... $10,821,453 Accounts Receivable.............................................................. 2,024,080 Interfund Receivables............................................................... 831,351 Advances................................................................................... 151,939 Prepaid Expenses...................................................................... 455,789 FixedAssets......................................................................... 92,938,613 Amount Available in Debt Service Fund ................................... 381,497 Amount to be Provided for Long -Term Debt ...................... 11,700,686 Total Assets.......................................................................... $119,305,408 LIABILITIES OtherExpense.......................................................................... Accounts Payable................................................................. $1,917,276 Due Other Government Fund .................................................. 363,977 Interfund Payables.................................................................... 831,351 Tenant Security Deposits.......................................................... 355,527 Accrued Liabilities.................................................................... 637,515 Deferred Income....................................................................... 444,058 Long -Term Debt, Net of Current ........................................ 12,082,183 Total Liabilities........................................................................ 16,631,887 FundEquity........................................................................... 102,673,521 Total Liability & Fund Equity .............................................. $119,305,408 PROFIT AND LOSS STATEMENT, ending September 30, 2001 REVENUE Dwelling Rents.................................................................... $3,588,290 Grants.................................................................................. 21,088,494 Reimbursement from HCD .................................................. 1,057,789 Interest Income......................................................................... 528,356 OtherIncome............................................................................. 85,936 Total Revenue........................................................................ $26,348,865 EXPENSE Administration ................ ................ $3,650,278 TenantServices........................................................................... 83,415 Utilities.................................................................................. 1,347,110 Ordinary Maintenance and Operations ................................. 1,832,954 General Expense.................................................................... 3,645,205 Housing Assistance Payments .............................................. 14,654,436 Extraordinary Maintenance...................................................... 385,127 OtherExpense.......................................................................... 416,348 TotalExpense........................................................................... 26,014,873 Excess Revenue Over Expense ..................................................... $333,992 2001 EMPLOYEE ROSTER Aguirre, Michael F. Ashley, Betty Jean Atkinson, Barbara Avila, Jr., Edward Barrera, Juan Bass, Barbara J. Black, Linda Bobian, Maria J. Breedlove, Robert V. Brown, Vcrnette Daniels, Joel Brownlee, Charles Davis, Fabiola Camareno-Clinton, Diaz, filar Stefcnce Dinkins, Nicholas H. Cardenas, Lydia L.t Duffy, Leslie Ann Carnahan, Alfred C. Dustin, Judith Constancio, Elia Emmons, Grcgory Cortez Jr., Abel Enriquez, Jesus Cooks, Patricia Fernandez, Connie Cruz, Juan Ferrari, Dcborah (lousing Aulbarity str{/) gather- fbr group portraits at the 2001 amoral employee appreciation event. STRATEGIC GOAL FOUR: Develop and implement an Asset Management Plan, including becoming economically independent Ford, Danny Gabrielson, Joan Gaitan, Joe Garcia, Ruben Gastello Jr., Joe Gerolaga, Gloria Gilbert, Jeffrey Graham, Carolyn Guilelmino, Janet M. Hanson, Jeanne Harris, Maria E. Hempstead, Venetta R. Hernandez, Edmundo Hornick, Ken Huerta, Frances Hunter, Tedd L. Jessee, Marc Johnson, Janice Jones Geri F. Jones Jr., Marion Joslin, Gustav Keener, Henry Krager, Marianne Lane, Carena Lane, Heidi M. Larson, Deborah L. Ledesma, Amado Leon, Eusebio F. Lo, Khamkeo Lopez, Enrique Lopez, Monlisa A. Lopez, Susana Lyons, Lottic Macias, Maria G. Maguire, Kara Mah, Michelle Martinez, Monica Matthies, Corinne McCullough, Jean Mean, Kak Murray, Chantay Navarro, Robcrt Newton, Frank H. Orani, Coral Ortiz, Richard A. Ossino, Suzan Perez, Gloria J. Pitrc, Julienne Pizano, Antonio Plascencia, Nicolas Plummer, Karan Preston, James W. Quintero, Antonia M. Racho, Teddy R. Reed, Antoinette Reza, Rosalie Ribcral, David Rico, Carlos Rinker, J. A. Rocha, Elsa Sandoval, Ector G. Sandoval, Rose V. Serna, Richard Sharp, Leda L. Sido, Edward Smith, Patricia Spitzer, Louise A. Stanbra, Leonila S. Steinocher, Stacie M. Strauther, Robin Terry, Eloise Tipton, William R. Torres, Jubcnal N. T'rammull, Dorothy L. Valdez Jr., Julian Williams, Mark Valencia, Rosa M. Vang, Vue Villa, Barnie M. Wilder, Cheri D. Williams, Michelle O Wilson, Torry T. Xiong, Bee York, Brian D. BOARD OF COMMISSIONERS Shelly Wilson Chairperson Nancy Patron Vice Chairperson Keith Land Vice Chairperson Alan Biedermann Commissioner Audrey Jordan Commissioner Luz Teresa Sauceda Commissioner Joan Thorp Commissioner EXECUTIVE STAFF Antonio V. Pizano Executive Director Gus Joslin Deputy Executive Director Karan Plummer Director of Finance Stefenee Camareno-Clinton Direcror ofHurnan Relations Edward Sido Director of Asset Management tTHIS 200I ANNUAL REPORT IS DEDICATED IN MEMORY OF LYDIA CARDENAS, A TRUE CHAMPION WHOSE COURAGE AND DEDICATION HAVE BEEN ENGRAVED •-c' .. Servkw Centel .i i People Building Futures 448 South Center Street • Stockton, California 95203 • (209) 460-5000 • www.hacsj.com