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HomeMy WebLinkAbout01 CDBG PERF. RPT. 09-15-97NO. 1 9-15-97 DATE' SEPTEMBER 15, 1997 Inter-Com TO: WILLIAM A. HUSTON, CITY MANAGER FROM: COMMUNITY DEVELOPMENT DEPARTMENT SUBJECT: COM/4I/NITY DEVELOPMENT BLOCK GRANT GRANTEE PERFORMANCE REPORT RECOMMENDATION That the City Council conduct a public hearing and adopt Resolution No. 97-92, approving the Community Development Block Grant (CDBG) Grantee Performance Report for Fiscal Year 1996-97 and authorizing submission of the report to the U.S. Department of Housing and Urban Development. FISCAL IMPACT The approval of the Grantee Performance Report (GPR) will not have a fiscal impact on the City. The purpose of the GPR is to account for the annual expenditure of federal CDBG monies. Direct costs associated with preparation of the GPR by Community Development Department staff are part of the overall administration of the Community Development Block Grant (CDBG) program funded through the City's CDBG grant. BACKGROUND AND DISCUSSION The HouSing and Community Act of 1974, as amended, created the Community Development Block Grant (CDBG) program to return federal funds to local communities for the purpose of developing viable urban communities by providing adequate housing and a suitable living environment, and by expanding economic opportunities, specifically for low and moderate income persons. Grants are' awarded to communities to carry out a wide range of community development activities directed toward neighborhood revitalization, economic development, and the provision of improved community facilities and services. Per the CDBG regulations, the Grantee Performance Report (GPR) is an annual rePorting document required to be submitted to the U.S. City Council Report CDBG GPR for FY 1996-97 September 15, 1997 Page 2 Department of Housing and Urban Development (HUD). The GPR is designed'to provide information on how the City of Tustin used its entitlement funds during its most recently completed program year. The report contains a description of each activity for which funds were budgeted and expended during the reporting period and information on activity accomplishments. The GPR is also used by grantees to inform citizens on the use of CDBG' funds during the program year. Finally, the information provided in the GPR is compiled by HUD and used in its Annual Report to Congress. The 1996-97 funding cycle was Tustin's third year as a community entitled to receive a grant award directly from HUD. Because ~he City is relatively new to the CDBG program, some of the projects funded, especially construction work, are not fully underway and monies have not been entirely expended. However, funds allocated to public service activities, such as the Court drug referral program operated by Community Services Programs, Inc. and the "branch" Boys and Girls Club at Heideman School, were fully expended during the year. Details of all expenditures are contained in the report. In accordance with federal rules, the availability of the GPR was noticed in the local newspaper and posted at various City Hall locations. To date, no comments have been received' pertaining to the GPR or the City's use of CDBG funds. Assistant Director of Community Development PR: br\ccreport\gpr96.ml Elizabeth A. Binsack Community Development Director Attachment: 1996-97 GPR Resolution 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 RESOLUTION NO. 97-92 A RESOLUTION OF .THE CITY COUNCIL OF THE CITY OF TUSTIN, CALIFORNIA, ADOPTING THE GRANTEE PERFORMANCE REPORT FOR FISCAL YEAR 1996-97 OF THE COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM WHERET~B, under the Housing and Community Development Act of 1974, as amended, Federal assistance may be provided for the support of community development activities which are directed toward certain specific objectives as set forth in the Act as the Community Development Block Grant (CDBG) Program; and WHEREAS, a requirement of participation in the CDBG program is the annual submission of an annual Grantee Performance Report to the U.S. Department of Housing and Urban Development (HUD); and WHEREAS, in accordance with federal law, copies of the Report were made available to citizens in sufficient time to allow comment on the document prior to submission to HUD; and WHEREAS, notice of the availability of the Report was published in the Tustin News on September 4, 1997 and posted at various locations at City Hall; and WHEREAS, a public hearing was held by the City Council on September 15, 1997 to receive public comment on the Grantee Performance Report and respond to questions on the specific use of funds. NOW THEREFORE BE IT RESOLVED, the City Council of the City of Tustin resolves as follows: Section 1: The City of Tustin's Grantee Performance Report for Fiscal Year 1996-97 is hereby adopted by the City Council. Section 2: The City Clerk shall certify to the adoption of this Resolution and'shall file a copy of said application with the minutes of this City Council meeting. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 Resolution No. 97-92 Page 2 PASSED and ADOPTED by the City Council of Tustin this 15th day of September, 1997. JEFFERY M. THOMAS MAYOR PAMELA STOKER, CITY CLERK STATE OF CALIFORNIA ) COUNTY OF ORANGE ) CITY OF TUSTIN ) SS CERTIFICATION FOR RESOLUTION NO. 97-92 PAMELA STOKER, City Clerk and ex-officio Clerk of the City Council of the City of Tustin, California, does hereby certify that the whole number of the members of the City Council of the City of Tustin is five; that the above and foregoing Resolution No. 97-92 was duly adopted at a. regular meeting of the Tustin City Council, held on the 15th day of September, 1997. COUNCILMEMBER AYES: COUNCILMEMBER NOES: COUNCILMEMBER ABSTAINED: COUNCILMEMBER:ABSENT: PAMELA STOKER City Clerk PR:bt\97-92. res 28 CITY OF TUSTIN COMMUNITY DEVELOPMENT BLOCK GRANT ANNUAL PERFORMANCE REPORT July 1, 1996 Through June 30, 1997 Submitted September 29, 1997 Community Development Department 300 Centennial Way Tustin, California 92780 Grantee Performance Report Legend of Abbreviations National Objective Codes: Low and Moderate Area Benefit Low and Moderate Limited Clientele Low and Moderate Housing Low and Moderate Jobs S lure/Blight Area Slum/Blight Spot Blight Urgent Need LMA LMC LMH SBA SBS URG Activity Codes: Canceled Completed Underway Section 108 Float Funded Activity Homeless Activity Other HUD Funds in Activity Program Income Revolving Fund One-For-One Replacement Special Assessment Subrecipient CANC COMP UND 108 FFA HOML HUD PI RF Rep SPEC SUBR Department of Hc g & Urban Development COVER PAGE Office of Commun. Planning Grantee Performance Report Community Development Block Grant Program OMB Approval No. 2502-0006(exp. 3/31/93) I 06/30/97 I B96MC060583 3. NAME & ADDRESS OF GRANTEE City of Tustin .......... 300 Centennial Way Tustin, CA 92780- 4. NAME & ADDRESS OF C. D. DIRECTOR · ~' Ms, Elizabeth A. Binsack' Community Development Department 300 Centennial Way Tustin, CA 92~80- 5. NAME AND TELEPHONE NUMBER OF PERSON MOST FAMILIAR WITH INFORMATION IN THIS REPORT Ms. Paula Rankin (714)573-3174 6. NAME AND TELEPHONE NUMBER OF PERSON TO cONTACT ABOUT DISCLOSURES REQUIRED BY THE HUD REFORM'ACT OF 1989 Ms. Paula Rankin (714)573-3174 7. Have these Community Development Block Grant (CDBG) funds been used: a. to meet the community development program objectives in the final statement for this program year? If no, explain, in narrative attachment, how: (1) the uses did not relate to program objectives; and (2) future activities or program objectives might change as a result of this year's experiences. b. exclusively to either benefit low-and-moderate (low/mod) income persons, aid in the prevention or elimination of slums or blight, or meet community development needs having a particular urgency? If no, explain in a narrative attachment. c. such that the grantee has complied.with, or will comply with, its certification to expend not less than 70% of its CDBG funds, during the specified period, on activities which benefit low/mod income persons? If no, explain in a narrative attachment. Yes Yes Yes 8. Were citizen comments'about this report and/or the CDBG program received? If yes, attach a summary. No 9. Indicate how the Grantee Performance Report was made available to the public: a. BY PRINTED NOTICE (name & date) See 'Attached b. BY PUBLIC HEARING (place & date) See Attached c. OTHER See Attached 10. The following forms must be completed and attached: a. Activity Summary, form HUD 4949.2 d.' 1-4-1 Replacement,form HUD 4949.4 b. Activity Summary, form HUD 4949.2a e. Rehabilitation, form HUD 4949.5 c. Financial Summary, form HUD 4949.3 f. Displacement,form HUD 4949.6' -- This form may be reproduced on office copiers Previous editions are obsolete Retain this record for 3 years. page 1 of 41 form HUD-4949.1(11/20/92) ref Handbook 6510.2 Run Time: 08:24:52 Run Date: 09/04/97 i- ~ Department of He ~g & Urban Development COVER PAGE '~ " Office of Commun. ~ Planning Grantee Performance Report Community Development Block Grant Program - · OMB Approval No. 2502-0006(exp. 3/31/93) I hereby certify that: This report contains all required items identified above; Federal assistance made available under the Community Development Block Grant Program (CDGB) has not been utilized to reduce substantially the amount of local financial support for community development activities below the level of such support' prior to the~start of the most recently completed CDBG program year; all the information stated herein, as well as any information provided in the accompaniment herewith, is true and accurate. Warning: HUD will prosecute false claims and statements. Conviction may result in criminal and/or civil penalties. (18U.S.C.1001,1010,1012;U.S.C.3729,3802) Typed Name & Title of Authorized ISignature IDate Official Representative I I Elizabeth Binsack I I Community Development Director IX I This form may be reproduced form HUD-4949.1(ll/20/92) on office copiers ref Handbook 6510.2 Previous editions are obsolete Retain this record for 3 years. Run Time: 08:24:52 page 2 of 41 Run Date: 09/04/97 COVER PAGE . . U.S. Department of Housi' ud Urban Development Grantee Performance Repo~~ Office of Community Plank j & Development Community Development Bloc~'Program OMB Approval No. 2502-0006(Exp. 3/31/93) 9a. PRINTED NOTICE: Tustin News September 5, 1997 9b. PUBLIC HEARING: City of TuStin City Council Meeting September 15, 1997 9c. OTHER: None This form may be reproduced on office copiers Previous editions are obsolete Retain this record for 3 years. page 3 of 41 form HUD-4949.1(11/20/92) ref Handbook 6510.2 Run Date: 09/08/97 Run Time: 14:03:02' oo r'-o Om -,-I r~O OO 0 o.~ 0 ...~ §~ ~ o ~ O~~- mil- ~ o-~ o~ O0 ! ~ 1.4 m 0 ~: 0-,-I 0 0 o ! o~ O~ r~r~ 0 o, ~ o o # ~ 0 o · ~ 0 0.-4 o~ i ~0 0~ ! i. u o -el o -g o~'l · 0 ~-~ 0 ~ ~ ~ ~ 0 ~ w ~ ~ -~ 0 o ~ 0'0 0 w C.J 0 ! ~J O0 O~ co 0'1:1 H 0 ~ 0 ~ o E 0 k 0 o~ ~ 0 · o o E O,--q 0~ u o ~OU "000~ 0 u~ o~ 0 ~ "000~ q~O O~ 0 .-'-~ 0 m'~ 0'~ c) o .o ~ o.~ o 0 ~U ~ 0 ~OU i. tg O' mo tU o ~: ~ o 0 -,.-~ O,--q ~0~> o~,~ o 0 ~ o :~OU mO 0 u o 0 o r~ 0 0 0 q) E~. mO u H ! mt. al Oq~ ~ 0 Z 0 Zo · ~ 0 0 · oO~ __ · o o o ~ 0 '13 0 O E 0~. o 0 oo ~ 0 ~OU ~ o m E r..fl 0 ~ o ~ 0 · 0 i ,-4 0 ~ 0 0 ,'-"~ o~ ~.~ 0 -~ I~ 0 oo rt. 0 0 'o >o 0~. o 0 o, ~ o > o 0 U 01 o 0 · 0 O~ 0 -g -,-I 0 O~ 0 ~ ~ ~ o '~ ~ ..~ I-4 o~ ~H ~0 0 0 0 ffi -,~ 0 0'~ O~ zo E 14 o 0,~ o~ '0 o ' 6 0 U H 0 i-4 0 0 E ~ 0 H om~m o U~ o ~0 ! · . 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Ur,, 0 oo ~ 0 q~ · 0 0 0'00 w oo ~ ~ -.g ,~ o ~o~ ~ ~ ~ ~o o~ ~0 ~0 m ~ o~ 0 m · ~ '~ -g om~m o i o Em ~o o g o °,4 ~ H~ .~ ~ 0 ~-a o ~ ~ -a 0 ~ -~ 0 o -.4 00-a ~ 0 ~ 0 ~ OH m 0 ! 0 o 0 :> ,,~ o o., o 0 · 0 O~ o 0 .. ~ 0 '~ o m,~ o ~OU u u · 0 0 o .0 cid 0 ,~ 0 a~ 0 ~ · rj 0 O"Om ~ 0 I:~-~ -~ 0 m ~ -~ o __ __ o ~ 0 o~ 0 , Z3 t~ · 0 · E o i-4 o · 0 0 u o o o o ! 0 M o o~ ~O~J i' § o 0 z" o ~. :~ ,~,~.. o H ~ Un. ~,~ ~ · · 0 · m ~ · ~ o m 0 0 · ~ o O~ o~,~ · o 0 o o · ,D 0 § § § § o ~--I H ! o 0 ~u ~ O-~l -,4 · ~0 ~ ~ o ~ 0 ~ · o O~ ~ ~ O~ ~ m ~ 0 fi · o · Financial Summary "~ U.S. Departma of Housing and Urban Development Grantee Performance Report Office of Community Planning & Development Community Development Block Program OMB Approval No. 2506 0006(Exp. 3/31/93) 1. Name of Grantee I 2. Grant Number I 3. Reporting Period City of Tustin I B96MC060583 I From 07/01/96 To 06/30/97 Part I: Summary of CDBG Resources 1. Unexpended CDBG funds at end of previous period 2. Entitlement Grant from form HUD-7082 3. Surplus Urban Renewal Funds 4. Section 108 Guaranteed Loan Funds(Principal Amount) 5. Program income received by: a. Revolving Funds b. Other (identify below) Grantee I Subrecipient (Column A) I (Column B) 0.00[ 0.00 0.00[ 0.00 Total Program IncOme (sum of columns a and b) 6. Prior Period Adjustments (if negative, enclose in brackets) 7. Total CDBG Funds available for use during this report period 888,150.00 730,000.00 0.00 0.00 0.00 0.00 1,618,150.00 Part II: Summary of CDBG Expenditures 8. Total expenditures reported on Activity Summary · 9. Total expended for Planning & Administration 53,278.00 10. Amount subject to Low/Mod Benefit Calculation 738,832.00 11. CDBG funds used for Section 108 principal & interest payments 12. Total expenditures (line 8 plus line 11) 13. Unexpended balance (line 7 minus line 12) 792,110.00 0.00 792,110.00 826,040.00 Part III: Low/Mod credit This Reporting Period 14. Total Low/Mod credit for multi-unit housing expenditures 15. Total from all other activities qualifying as low/mod expenditures 16. Total (line 14 plus line 15) 17. Percent benefit to low/mod persons (line 16 divided by line 10 this reporting period) 0.00 728,912.00 728,912.00 98.6 % Part IV: Low/Mod Benefit for Multi-Year Certifications (Complete only if certification period includes prior years) Program years (PY) covered in certification PY py 18. Cumulative net expenditures subject to program benefit calculation 19. Cumulative expenditures benefiting 10w/mod persons 20. Percent benefit to low/mod persons t (line 19 divided by line 18) PY 0.00 0.00 0.0% This form may be reproduced on local office copiers Previous editions are obsolete Retain this record for 3 years. page 36 of 41 form HUD-4949.3(ll/24/92) ref Handbook 6510.2' Run Date: 09/04/'97 Run Time: 08:27:12 Financial Summary ,. Grantee Performance RePOrt Community Development Block Program U.S. Departmen. J Housing and Urban Development Office of Community Planning & Development OMB Approval No. 2506-0006(Exp. 3/31/93) Part V: For Public Service (PS) Activities Only: Public Service CAP Calculation 21. ~otal PS expenditures from column h, form HUD 4949.2a 22. Total PS unliquidated obligations from column r, from ~UD 4949.2a 23. Sum of line 21 and line 22 24. Total PS unliquidated obligations reported at the end of the previous reporting period. , 25. Net obligations for public services (line 23 minus line 24) 26. Amount of Program Income received in the preceding program year 27. Entitlement Grant Amount (from line 2) 28. Sum of lines 26 and 27 29. Percent funds obligated for Public Service Activities (line 25 divided by line 28) 153,189.00 .36,.756.~0 189,945.00 78,381.00 111,564.00 0.00 730,000.00 730,000.00' 15.2 % Part VI: Planning and Program Administration .Cap Calculation 30. Amodnt subject to planning and adminstrative cap (grant amount from line2 plus line 5) 31. Amount. expended for Planning & Administration (from line 9 above) 32. Percent funds eXPended (line 31 divided by line 30) 730,000.00 53,278.00 7.3% LINE 1: LTNEXPENDED FUNDs NARRATIVE LINE 5a: PROGRAM INCOME NARRATIVE' No program income was generated during the report period. GPR HANDBOOK APPENDIX 3: ITEM C LOANS AND OTHER RESERVES None to report during the program year. This form may be reproduced on local office copiers Previous editions are obsolete Retain this record for 3 years. page 37 of 41 form HUD-4949.3(11/24/92) ref Handbook 6510.2 Run Date: 09/04/97 Run Time: 08:27:20 Financial Summary ~' -' U.S. Departme~. of Housing and Urban Development Grantee Performance' Report Office of Community Planning & Development Community Development Block Program OMB Approval No. 2506-0006(Exp. 3/31/93) GPR HANDBOOK APPENDIX 3: ITEM E CALCULATION OF BALANCE OF UNPROGRAMMED FUNDS All funds have been programmed. All funds have been reconciled. D. RECONCILIATION OF LINE(S) OF CREDIT (LOC) AND CASH BALANCES TO UNEXPENDED BALANCE OF CDBG FUNDS SHOWN ON GPR Complete the following worksheet and submit with the attachment: UNEXPENDED BALANCE SHOWN ON GPR (line 13 of HUD 4949.3) 826,040.00 ADD: LOC balance(s) as of GPR Date Cash on Hand: .Grantee Program AccOunt Subrecipient~ Program Accounts 904,868.00 0.00 0.00 Revolving Fund Cash Balances Section 108 Accounts (in contract) 0.00 0.00 SUBTRACT: Grantee CDBG Program Liabilities (include any reimbursements due to the Grantee from program funds) (78,828.00) * Subrecipient CDBG Program Liabilities (same instructions as above) ( 0.00)* TOTAL RECONCILING BALANCE: 826,040.00 UNRECONCILED DIFFERENCE: 0.00 * When grantees or subrecipients operate their programs on a reimbursement basis, any amounts due to the grantees or subrecipients should be included in the Program Liabilities. This form may be reproduced on local office copiers Previous editions are obsolete Retain this record for 3 years. page 38 of 41' form HUD-4949.3(ll/24/92) ref Handbook 6510.2 Run Date: 09/04/97 Run Time: 08:27:21 ,,· U.S. Department ~ ,~ousing & Urban Development ' Office of Community Planning and Development REHABILITATION ACTIVITIES Grantee Performance Report 'Community Development Block Grant Program OMB Approval No. 2506-0006(exp. 3/31/93) Name of Grantee I Grant Number I Program Year City of Tustin I B96MC060583 I From 07/01/96 To 06/30/97 Ail grantees must submit this form, whether or not they have CDBG funded rehabilitation programs. i. Check box only if grantee has no CDBG rehabilitation activitieS: Single-unit Activities (1 Unit) Multi-unit Activities (2+ Units) X X 2. Staffing: number of Staff-Years (FTE staff years to tenths) 3. Current Program Year Expenditures: Activity delivery costs from CDBG funds a. Staff costs: Amount expended in 2 above b. Other direct costs (not included in 4) 0.0 0.0 0.00 0.00 0.00 0.00 4. Current Program Year Expenditures: For all projects (a+b+c below) a. CDBG funds expended b. Other public(Federal,State,local) funds exp'd. c. Private funds expended 5. Project/Units Rehabilitated/Committed a. Number of projects committed(multi-unit only) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 b. Number of units committed 0 Projects 0 0 Units Units 6. Obligations: Amount obligated for proje6ts/units committed in 5a and 5b a. CDBG funds obligated b. Other public(Fed.,State,local) funds obligated c. Private funds obligated 7. Projects/Units Rehabilitated/Completed a. Number of projects completed(multi-unit only) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 Projects b. Number of units completed 0 0 Units Units 8. Cumulative Expenditures: a. CDBG funds expended b. Other public(Federal,State, local) funds exp'd. c. Private funds expended 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Individuals.may copy this form form HIID-4949.5(ll/24/92) on office copiers as needed, ref. Handbook 6510.2 Previous Editions are Obsolete Retain this record for 3 years Run Date: 09/04/97 page 39 of 41 Run Time: 08:27:25 ~ }q 0 . 0 0 0 0 o o o -r'~ o o o o o o o o o o o o o o o o o o o o o o