HomeMy WebLinkAbout2001-10-22 City Council (3)City of Palo Alto
City Manager’s Report
TO:HONORABLE CITY COUNCIL
FROM:CITY MANAGER DEPARTMENT: PLANNING AND
COMMUNITY ENVIRONMENT
DATE:OCTOBER 22, 2001 CMR:403:01
SUBJECT:CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION
REPORT (CAPER) FOR THE COMMUNITY DEVELOPMENT
BLOCK GRANT (CDBG) PROGRAM FOR FISCAL YEAR 2000/01
This is an informational report and no Council action is required.
BACKGROUND
The preparation and submittal of a Consolidated Annual Performance and Evaluation
Report (CAPER) is a requirement of the U.S. Department of Housing and Urban
Development for the receipt of Federal Community Development Block Grant (CDBG)
funds. The attached document was submitted to HUD on September 28, 2001, following
the required 15-day public review" period. It is being provided to the Council for
informational purposes only.
DISCUSSION
The CAPER provides a summary of the resources available and the programmatic
accomplishments in affordable housing and community development activities during the
2000/01 fiscal year. It evaluates the actions taken during the year to implement the
strategies and objectives described in the Consolidated Plan for the period July i, 2000,
to June 30, 2005, and the progress made in addressing identified priority needs.
CMR:403:01 Page 1 of 3
Summary of Accomplishments
Although no new affordable units were added to the housing stock during the fiscal year,
work progressed on the development of two major projects: Oak Court and the
Opportunity Center. All housing projects are multi-year by nature. Upon completion,
these two projects will add approximately 100 new affordable housing units to Palo
Alto’s existing inventory. The City is on track to achieve the Consolidated Plan’s five-
year goal of providing 125 new units of affordable housing during the period 2000-2005.
Alliance for Community Care reached their $700,000 fundraising goal for rehabilitation
on the Waverley Street House for low-income persons with mental disabilities. The
shared housing facility, will provide case-managed, stable, affordable housing for clients
who were formerly homeless. The City has allocated $112,000 in CDBG funds towards
the rehabilitation costs. Construction should begin in early 2002.
CDBG funds provided a new perimeter fence for Achieve, the public facility for children
with special needs. The school provides mental health and special education services to
children with autism, schizophrenia, and a variety of severe emotional and behavioral
challenges. The old plywood fence had deteriorated to the point of being hazardous and
dangerous for the children. The replacement chain-link fence with wooden slats makes
the environment safer and more secure for the program participants.
All of the public service activities were carried out as anticipated. Funds were used
principally for agencies providing services to homeless, very-low income or elderly
persons. During the 2000-01 fiscal year, funding was provided to three new agencies
(Clara-Mateo Alliance Family Shelter, Shelter Network’s Haven Family House, and
Community Technology Alliance), and significantly expanded the service and shelter
opportunities for homeless persons and those at-risk of homelessness. Fair housing
advocacy and complaint investigation services were provided for those who believed they
had experienced discriminatory treatment.
CMR:403:01 Page 2 of 3
ATTACHMENTS
Attachment A: 2000/01 CAPER
PREPARED BY:
CDBG Coordinator
DEPARTMENT HEAD REVIEW:
~’LES WHITE ~
Interim Director of Planning and
Community Environment
CITY MANAGER APPROVAL:
HARRISON
Assistant City Manager
CDBG Citizens Advisory Committee
Palo Alto Human Relations Commission
League of Women Voters
Palo Alto Housing Corporation
Community Working Group
Mid-Peninsula Citizens for Fair Housing
Clara-Mateo Alliance
Catholic Charities
Emergency Housing Consortium
Community Technology Alliance
Community Housing, Inc.
Achieve
Alliance for Community Care
CMR:403:01 Page 3 of 3
CONSOLIDATED ANNUAL
PERFORMANCE
AND EVALUATION REPORT
(CAPER)
July 1, 2000 through June 30, 2001
CITY OF PALO ALTO
CALIFORNIA
Prepared By: Department of Planning and Community Environment
Public Review and Comment Period: September 10 - 24, 2001
For Submittal to HUD: September 28, 2001
For information, contact:
Suzanne Bayley, CDBG Coordinator (650) 329-2428, or
Catherine Siegel, Housing Coordinator (650) 329-2108
TABLE OF CONTENTS
PART I. INTRODUCTION .........................................................................................................1
A. Description of Report .................................................................................................................2
B. Description of Public Review Process .......................................................................................2
C. Overview of Identified Needs and Priorities ..........................................................................2-3
PART II. AFFORDABLE HOUSING ....................................................................................... 4
A. Resources ........................................................................................................................5
1. Resources Available within the City of Palo Alto .........................................................5
a. Community Development Block Grant (CDBG) Funds .....................................5
b. Local Housing Funds .....................................................................................5-6
c. HOME Investment Partnership Act Funds ..........................................................6
d. State of California Funds ..........................................................................6
e. Redevelopment Funds ........................................................................................6
f. Public Housing ...................................................................................................6
2. Other Resources Obtained by Nonprofits and Others ....................................................7
a.HUD Section 8 - Moderate Rehabilitation Program ........................................7
b.HUD Shelter Plus Care - Section 8 ...................................................................7
c.HUD Tenant Based Section 8 Rental Assistance ...............................................7
The Housing Authority of the County of Santa Clara Tenant
Based Section 8 Vouchers & Certificates Issues (Table) .............................8
B. Accomplishments .......................................................................................................................9
1. Progammatic Accomplishments .......................................................................9
a. New Construction Rental Housing ................................................................9-10
South of Forest Multi-family Housing Site
Community Working Group - Opportunity Center
b. Rehabilitation of Existing Rental Housing ...................................10-11
Alliance for Community Care - Waverley Street House
c. Below Market Rate Home Ownership and Rental Programs ......................11-12
d. Rehabilitation of Owner Occupied Single Family Homes ................................12
2. Persons and Households Assisted with Housing ................................................12
Summary Of Housing Accomplishments (HUD Table 1 A) ...................................12-13
C. Assessment of Performance ......" .................................................13
1. Evaluation of Progress in Meeting 1999/00 Goals .......................................................13
2. Barriers to Fulfilling Housing Strategies ................................................................13-14
a. Federal or State Barriers ....................................................................................14
b. Barriers Related to Local Market Conditions ...................................................15
c. Discussion of Most Serious Barriers ...........................................................15-16
3. Actions to Address Obstacles .................................................................................16-17
4. Adjustments or Improvements to Affordable Housing Strategies ................................17
a. Public Policies .............................................................................................17-18
PART III: COMMUNITY DEVELOPMENT ......................................................................... 19
A. Resources Available .................................................................................................................20
1. City of Palo Alto Non-Housing Community Development Resources .........................20
a. Federal Funds ............................................: .......................................................20
b. Local Funds (Human Service Resource Al!ocation Process) ...........................20
c. Leveraging .........................................................................................................21
B. Accomplishments .............................................................................................., .....................21
1. Summary of Accomplishments with CDBG Funds ...............................................21-22
2. Summary of Community Development Accomplishments (HUD Table 3-1) ......23-25
3. Summary of Accomplishments, Palo Alto General Fund Money ................................26
4. Summary of Accomplishments with Hamilton Public Benefit Funds ..........................26
5. Actions Taken to Affirmatively Further Fair Housing ............................................26-30
6. Actions Taken to Address Needs of Homeless Persons ...............................................30
a. Santa Clara Collaborative on Housing and Homelessness ................................30
b. Shelter Plus Care (SPC) ..............................................................................30-31
c. Community Working Group .............................................................................31
d. Etsa Segovia Women’s Center ........................................: .................................31
e. Employment Opportunities ...............................................................................31
f. Homeless Services ........................................................................................32-33
7. Other Actions ................................................................................................................33
a. Lead Based Paint Hazard Reduction .................................................................33
b. Intergovernmental Cooperation ..................................................................33-34
c. Actions to Ensure CDBG Compliance ...............................................34
8. Changes to Annual Action Plan ....................................................................................34
C. Assessment of Performance .....................................................................................................34
1. Evaluation of Progress in Meeting Annual Community Development Goals .............34
2. Barriers to Fulfilling Strategies ...............................................................................34-35
3. Adjustments to Community Development Strategies ...................................................35
PART IV: APPENDIX ............................................................................................................... 36
A.Copy of Ad and Public Review Notice for CAPER
B.Goals and Objectives
C.Grantee Performance Financial Report for Fiscal Year 2000/01
PART I.
INTR6DUCTION
I.INTRODUCTION
A. Description of Report
The U. S. Department of Housing and Urban Development (HUD) has created a grants
management and reporting system to implement the concept of consolidated planning. The
consolidated planning system is intended to relate and link identified needs within a community
to the federal and local resources available to meet those needs, and to stren~hen partnerships
among all levels of government and the private sector: The annual reporting portion of this
system is known as the Consolidated Annual Performance and Evaluation Report (CAPER).
Preparation and submittal of the CAPER is a condition for the City (and nonprofit organizations
within the City) to apply for federal community development and housing assistance funds such
as Community Development Block Grant (CDBG) and HOME funds.
The CAPER provides a summary of the resources available and the programmatic
accomplishments in affordable housing and community development during the 2000/01 fiscal
year. It evaluates the actions taken during the year to implement the strategies and objectives
described in Palo Alto’s Consolidated Plan for the period July 1, 2000 to June 30, 2005, and the
progress made during the past year in addressing identified priority needs and objectives.
B. Description of Public Review Process
A notice regarding the availability of the draft CAPER was mailed to interested organizations
and persons. Copies of the CAPER were made available at City Hall. A notice informing the
public of the availability of the CAPER was published in the Palo Alto Weekly on Friday,
September 7, 2001. The notice was also displayed on the City’s website during the public review
period. A copy of that notice is appended to this report (Appendix A).
The draft CAPER was available for public review and comment for a 15-day period, beginning
on Monday, September 10, 2001 and concluding at 5:00 p.m. on Monday, September 24, 2001.
No comments were received from the public on the report.
C. Overview of Identified Needs and Funding Priorities
Palo Alto’s housing and community development needs were identified in the Consolidated Plan
for the period July 1, 2000 to June 30, 2005. Not surprising, the provision of affordable rental
housing units was identified as the most critical need in Palo Alto. This includes the provision of
housing affordable to persons who are homeless, or at-risk of homelessness, and persons with
special needs such as the frail elderly, developmentally disabled, physically disabled, or persons
with severe mental illnesses.
While all types of housing are needed in the City, the Consolidated Plan objectives focus on the
creation and preservation of rental housing. Permanent housing for families with children, the
elderly, singles and very small households is the highest priority, followed by transitional
housing with supportive services. While the creation of additional new units of affordable
housing is the most desirable option, the preservation of existing subsidized units that are at-risk
of converting to market rate units is also a high priority need.
Non-housing community development needs in Palo Alto include public services and public
facilities and improvements. Public service needs include supportive services and employment
opportunities for lower income, at-risk, homeless, or disabled populations. There is also a need
to expand, modernize, rehabilitate, and make accessibility improvements to existing public
facilities serving the same populations. See Appendix B for a summary of the 2000-2005
Consolidated Plan Goals and Objectives.
Of the total 2000/01 CDBG allocation, 57 percent was allocated to housing activities, 15 percent
toward public services, 16 percent for fair housing and program administration, and 12 percent for
rehabilitation of community facilities.
PART II.
AFFORDABLE HOUSING
4
PART II.
AFFORDABLE HOUSING
A. Resources
1. Resources Available within the City of Palo Alto
a. Community Development Block Grant (CDBG) Funds
In fiscal year 2000/01, the City of Palo Alto allocated a total of $787,275 in federal Community
Development Block Grant (CDBG) funds. This amount represents an entitlement allocation of
$732,000 from HUD, $5,775 in re-allocated funds, and $49,500 in anticipated program income.
The progam income was from anticipated from the following three sources:
1)$20,000 in loan payoffs from the City’s Housing Impr.ovement Program (HIP) single
family residential rehabilitation pro~am
2)$20,000 from Palo Alto Housing Corporation properties that were acquired or
rehabilitated with CDBG funds and where the CDBG proportionate share of rental
income exceeds expenses, and
3)$9,500 in unused transportation mitigation fees for the Cal Park Apartments project
initially paid for with CDBG funds.
Of the total CDBG allocation, $510,000 or 65 percent was allocated for housing-related projects.
b. Local Housing Funds
The City of Palo Alto maintains a local housing trust fund that has two sub-funds: the
"Commercial Housing In-Lieu" fund and the "Residential Housing In-Lieu" fund. These are
the only local sources of funding and subsidies for affordable housing within the City. They are
used to provide matching funds, to pay for expenses w’hich exceed HUD cost limits, to fund the
cost of features and amenities ineligible under federal housing programs, for pre-development
expenses, feasibility studies, site acquisition and similar purposes.
Commercial Housing In-Lieu Fund: Palo Alto requires commercial and industrial
development projects to pay a housing mitigation fee under Chapter 16.47 of the
Municipal Code. The fees are deposited in the Commercial Housing In-Lieu Fund, and
the accumulated fees and interest earned on the fund are made available only for the
creation of new low and moderate income housing units under the "Housing Reserve
Guidelines" adopted by the City Council. The Commercial Fund had an available
balance of $833,928 on June 30, 2001.
Residential Housing In-Lieu Fund: Pursuant to Program H-20 (the Below Market Rate
Progam) of the City’s adopted Housing Element, Palo Alto collects housing in-lieu
fees from residential developments when it is infeasible to provide below market rate
units on-site. These fees, along with interest earnings of the Fund and other
miscellaneous revenues related to housing, are placed in a special fund - the Residential
Housing In-Lieu Fund. This fund, per adopted City policy, is used mainly to provide
funding for acquisition or rehabilitation of low and moderate income housing, but may
also be used for assistance to new housing construction projects. At the end of the
2000/01 fiscal year, the Residential Fund had an available balance of $1,424,741.
. Home Investment Partnership Act (HOME) Funds
The City of Palo Alto is not an entitlement jurisdiction for the federal HOME program. The City
is only eligibleto apply for HOME funds through the State of California HOME pro~am. No
applications were submitted in fiscal year 2000/01.
d. State of California Funds
No State housing funds were available to the City of Palo Alto during the fiscal year.
e. Redevelopment Funds
Although the City has not had access to redevelopment funds in the past, the City Council
approved an ordinance on July 9, 2001 to establish a redevelopment agency for the City of Palo
Alto. The formation of a redevelopment agency will provide tax increment dollars for affordable
housing projects. City staff are currently initiating the procedures for the Council’s adoption of a
redevelopment plan, and beginning the process of designating the Edgewood Plaza Shopping
Center as a survey area. tt is anticipated that the formation of the agency could be completed by
June 20, 2002, when the base year could be established for tax increment funding.
f. Public Housing
There are no units of public housing in Palo Alto.
2.Other Resources Obtained by Nonprofits and Others
a. HUD Section 8 - Moderate Rehabilitation Program
Palo Alto Housing Corporation (PAHC) owns and manages a number of apartment buildings
where a portion of the units have rents subsidized under the old Section 8 Moderate Rehabilitation
program. Project-based Section 8 contracts for this rental assistance program were originally
w~’itten for terms of 5 to 15 years and are beginning to expire. Currently, HUD only provides
extensions on a yearly basis. PAHC currently has 37 units under the Section 8 - Moderate
Rehabilitation Program (Oak Manor, 23; Curtner, 9; Emerson South, 5).
In September 1998, PAHC received an award of project-based Section 8 assistance for 6 units (one
unit each in Ventura, Emerson North and Ferne Apartments and 3-units at Waldo Apartments).
Each award was linked to a rehabilitation project. All of the rehabilitation work on the properties
was completed by December 2000. Although the awards were originally to be for a five-year
period, they were actually issued for only two years with the possibility of 5-year extensions.
b. HUD Section 8 - Shelter Plus Care
The Housing Authority of the County of Santa Clara has provided the Palo Alto Housing
Corporation with project based Section 8 rental assistance for homeless persons participating in
the County’s Shelter Plus Care (SPC) program. Seven units are available at the single room
occupancy, Barker Hote!, and six units are available at the Alma Place Residency Hotel. During
the period July 1, 2000 to June 30, 2001, fifteen previously homeless individuals were provided
with housing through the program. 74 percent were Caucasian, 13 percent were Asian, and 13
percent were Hispanic. One of the program beneficiaries was very low income (below 50% of the
County median income), and the other fourteen were extremely low income (less than 30% of the
County median income). Please see a more complete discussion of the Shelter Plus Care Program
in the Community Development Section of this report.
c. HUD Tenant Based Section 8 Rental Assistance
The Housing Authority of the County of Santa Clara administers the Section 8 Rental Assistance
Program for the City of Palo Alto. There are currently about 20,000 people on the waiting list for
Section 8 certificates. 255 households with a Palo Alto address are currently on the Section 8
waiting list. The Santa Clara County Housing Authority reported that 250 households in Palo Alto
received tenant-based Section 8 rental assistance in fiscal year 2000/01. One household reported
having been homeless prior to receiving their housing assistance. The Housing Authority was
successfu! in their application for 500 additional vouchers under the Fair Share allocation program.
These additional vouchers will be available throughout Santa Clara County.
The Housing Authority of the County of Santa Clara
Tenant Based Section 8 Vouchers and Certificates Issued in Palo Alto FY 2000
0
bedrooms
9
Certificate/Voucher Size
1 2 3 4
bedroom bedrooms bedrooms bedrooms
172 4911812
5 Total
bedrooms
250
Caucasian
174
Black
26
Distribution by Racial Group
Native Asian/Pacific
American Islander
0 50
Total
250
Hispanic
31
Distribution by Ethnicity
Non-Hispanic
219
Total
250
Low Income (51- 80%
of Median)
2
Very Low (31- 50% of
Median)
Distribution by Income
Extremely Low
(Less than 30% of
Median)
29 I 219
Total
250
Elderly
142
Disabled
(Non-Elderly)
36
3istribution by Status
Non-Elderly/
Non-Disabled
54
Elderly and
Disabled
Total
250
Male
88
Distribution by Gender
Female
162
TOTAL
250
B. Accomplishments
1. Programmatic Accomplishments and Leveraging of Other Resources
The City of Palo Alto, by itsel5 and in conjunction with nonprofit housing developers, undertook
the following activities to meet its priorities for affordable housing development and assistance as
stated in the FY 2000/0t Annual Action Plan of the Consolidated Plan.
a. New Construction Rental Housing
¯Oak Court Apartments (South of Forest Multi-family Housin.o Site)
Location: On Channing Street, between Ramona and Br)Tant
On July 18, 2000, the City acquired a 1.23 acre site in a residential neighborhood south of
downtown Palo Alto. The site is a portion of about 10 acres of land vacated by the Palo Alto
Medical Foundation (PAMF) after its move to a new facility constructed on E1 Camino Real.
The affordable housing site is zoned in the area specific plan as Attached Multi-Family
(AMF) housing with underground parking. The AMF zoning allows 30 - 50 units per acre.
About half of the ! .23 acres was donated to the City by PAMF in-lieu of providing below
market priced housing within the condominiums and single family homes being developed
on the rest of its lands. The City paid $3 million for the other half of the site with money
from its local Commercial Housing In-Lieu Fund. The only plarming approvals needed for
the affordable housing project are review of the site design plans by the City’s South of
Forest-Avenue (SOFA) Joint Architectural Review/Historic Resources Board. It is
anticipated that the $420,000 in CDBG funds allocated for this project will be used to
rehabilitate a vacant, 4-unit residential structure on the site.
The City distributed a Request for Proposals in February 2001 to solicit interest from
affordable housing developers. In June 2001 the City Council selected the Palo Alto
Housing Corporation (PAHC) and Michael Pyatok as the winning developer/architect team
for the project. PAHC proposed a 53-unit family rental apartment project for the site with
all units affordable to very low and !ow-income households. The City intends to give site
control to the PAHC once the design review process is completed and the financing to
construct the new housing is in place. PAHC intends to apply for the competitive 9% Low
Income Housing Tax Credit Program in early 2002. City staff is meeting regularly with the
Palo Alto Housing Corporation to coordinate and expedite the project, now named Oak
Court Apartments. Two community meetings are being planned as well as a special study
session with the SOFA Joint Architectural Review and Historic Resources Boards.
¯Opportunity CenterProiect
33/39 Encina Way, Palo Alto
The Community Working Group (CWG) proposes to build an Opportunity Center in Palo
Alto to provide a place for homeless persons to receive counseling and services, as well as
approximately 50 units of transitional and permanent housing. The organization has secured
options to purchase two adjacent parcels of land located at 33 and 39 Encina Way in Palo
Alto for the Center. In fiscal year 2000/01 they were provided with a $25,000 CDBG
Planning Grant to help move the project forward. Their objectives were to identify partners
to assist in the housing development and service components of the project and to develop
budgets and a business plan to raise the necessary funding.
During the 2000/01 fiscal year the organization redefined the design for the Opportunity
Center, increasing the number of housing units to 53 and revising the construction budget to
$13,712,662. CWG selected two housing organizations to work in partnership in developing
the housing component - The Santa Clara County Housing Authority and the Palo Alto
Housing Corporation. A memorandum of understanding was developed with each entity.
The three organizations formed a Housing Task Force that has been meeting regularly to
guide the project.and its development. CWG plans to submit an application to the City for a
Planned Community (PC) Zone for the property. It is anticipated that the PC process could
be completed by spring of 2002.
InnVision was selected as the Services Management Agency for the Homeless Services
portion of the project, and a memorandum of understanding was also developed with that
agency. The initial service components of the Opportunity Center were identified and talks
were initiated with other area service providers to determine services and financial
contributions to the shared operating expenses of the Center.
The CWG Board decided to increase its private fund raising goal and hire a fund raising
consultant to assist them in planning and executing a capital campaigu. The search for the
consultant was initiated and will be completed in the next few months. During the fiscal
year, CWG applied for and received $480,000 in Palo Alto CDBG funds, $100,000 in San
Mateo County CDBG funds, and applied for $500,000 in HUD McKinney funds. These
fundraising efforts continue.
b. Rehabilitation of Existing Rental Housing
Waverley Street House Rehabilitation
Location: 650 Waverley Street, Palo Alto
Alliance for Community Care is an organization that provides services and housing on a
countywide basis for persons with mental illness. They currently own a property in
downtown Palo Alto. The property is a large, 3,198 square foot,, single family residence
with a separate apartment over the garage on the rear portion of the lot. It has been vacant
for several years due to the poor condition of the structures. Alliance intends to rehabilitate
the buildings into a 13-person transitional housing facility for the homeless mentally ill
with on-site support services. The current budget for the rehabilitation and related costs is
$750,O0O.
Alliance has worked to refine the project’s construction budget and obtain other funding
commitments. The City awarded $60,000 in 1999/00 CDBG funds for the project, and an
3_O
additional $52,000 in 2001/02 CDBG funding. The City’s CDBG funds will be used for
environmental review, architecture, engineering, testing for hazardous materials and permit
fees. TheCity is in the process of preparing an agreement with Alliance.
Emerson North Apartments
Location: 3051-3061 Emerson Street, Palo Alto
This project will provide $69,300 in CDBO funds for rehabilitation of a 6-unit apartment
building that was acquired by the Palo Alto Housing Corporation in 1994 with $375,000 in
financial assistance from the City’s Residential Housing Fund. All of the households
occupying the property are low-income.
This project was originally budgeted in the 1996/97 fiscal year, but has not been completed
due to a limited amount of staff time. During the 2000/01 fiscal year PAHC reevaluated the
proposed rehabilitation program and prepared updated cost estimates. An agreement
between the City and PAHC was prepared and approved by the City Council. The
construction work is out for bid and should be completed by December 2001.
Lytton Gardens
Location: 656 LyttonAvenue, Palo Alto
Community Housing Inc. was awarded $65,000 in CDBG funds to rehabilitate and up~ade
one of the three elevators in the Lytton Gardens senior housing complex. The facility
provides affordable housing for 270 low-income seniors. Unfortunately, one of the main
elevators stopped wor -king and needed to be replaced on an emergency basis. This
assessment and replacement took precedence over the CDBG project and delayed the project
implementation. It is anticipated that the project will be completed in fiscal year 2001/02.
c. Belo~v Market Rate (BMR) Ownership & Rental Programs
BMR Home O~vnership Units. The Below Market Rate Program is a City pro~am in
the Comprehensive Plan (Progam H-20) which requires developers of market rate
housing to provide a certain number of units within each residential project at affordable
prices to moderate income buyers (usually 10% of the total units). The BMR units are
sold to households on a waiting list with 59-year deed restrictions on use, occupancy and
the resale price. As of June 30, 2001, there were 152 units in the ownership program
inventory. One newly constructed BMR ownership unit was completed and sold during
the 2000/01 fiscal year.
BMR Rental Units. This is the rental housing component of the City’s BMR
inclusionary housing program. There are 101 BMR rental units in five separate multi-
family rental developments in Palo Alto. These units are rented at below market rents to
eligible low and moderate-income households. The specific income eligibility varies
from project to project. During this period, the Stanford West Apartments on Sand Hill
Road began rent-up of the initial 63 units of BMR rental housing in the 628-unit project.
94 additionalBMR rental units will be added after 15 years. Employees of Stanford
University, and persons working for businesses located on Stanford owned lands, have
priority for occupancy at the Stanford West project because the housing has been
developed and is owed by Stanford. It is not intended as student housing.
d. Rehabilitation of Existin~ Owner-Occupied Single Family Homes
The City may provide CDBG funds to very tow-income owners for home repairs in cases
where there is an urgent need for City financial assistance due to serious health or safety
problems. During the year, there were no applications for this program.
2. Persons and Households Assisted with Housing
The attached Table ! A shows 0 households assisted with rental housing during the period covered
by this report. The table counts only persons or households newly occupying housing, or living in
newly rehabilitated, preserved or constructed housing units regardless of when the financing or
subsidies were awarded. Units receiving multiple subsidies are only counted once.
Not included are units that are vacant or in the process of.renting or units under construction or
which are in the pre-development stages. Also not included are units assisted with Shelter Plus
Care, counseling services, or homeless persons or households who receive overnight shelter. These
activities are discussed in Part III of this report.
Summary of Housing Accomplishments
(HUD Table 1A)
Name of Grantee: City of Palo Alto State: CA
Renters
Priority Need Category
0 - 30% of Median Family Income (MFI) *
31 -50% of MFI
51 -80% of MFI
Total
Owners
0-30% of MFI
31 -50% of MFI
51 - 80% of MFI
Total
Homeless **
Individuals
Families
Program Year: 2000/01
Actual Units
Total
Non-Homeless Special Needs
Total
Total Housing
Total 215 Housing
0
0
TOTAL HOUSING
Hispanic
Non-Hispanic
White
Black
Native American
Asian!Pacific
Other
Total Racial/Ethnic
*As annually adjusted by HUD
**Homeless families and individuals assisted with transitiona! and permanent housing
C. Assessment of Performance
1.Evaluation of Progress in Meeting Annual (2000/01) Affordable Housing Goal:
Average of 25 Households to be Assisted Per Year
The 2000-2005 Consolidated Plan affordable housing goal is to assist an average of 25 units per
year over the five-year period, or a tota! of 125 units. Although no units were completed during
fiscal year 2000/01, it should be noted that all housing activities are multi-year in nature. The
projects in development will add significantly to the affordable housing stock and help achieve the
125-unit goal within the next few years.
The City’s greatest need is affordable housing, and the majority of CDBG and local housing funds
have been targeted and expended to preserve 0r increase the affordable rental housing stock. All of
the CDBG funds have been used to carry out activities that benefit low and moderate-income
persons.
2. Barriers to Fulfilling Housing Strategies
There are many barriers that Palo Alto faces in meeting its affordable housing strategies, most of
which are beyond the control of the City. Pato Alto has one of the most expensive housing markets
in the country, due in large part to the lack of land suitable for new housing. There are less than 10
acres of vacant land zoned for residential use remaining in Palo Alto. The supply of underutilized
or under-developed land suitable for housing is also limited. Other uses, such as churches, and
educational facilities, compete for this limited supply of residential land. The City also has a severe
jobs/housing imbalance with 2.5 jobs for every emp!oyed resident.
Between 1996 and 2000 the median price of ownership housing more than doubled in Palo Alto.
Average rents were also estimated to have doubled over the same time period. Although the real
estate market in Palo Alto continued to escalate through the first half of the 2000/01 fiscal year,
there is evidence that the market peaked in January and has been slowly declining. Even with a
higher vacancy rate and slightly decreased housing rates, almost all for-sale and most rental
properties are still out of the reach for all but households with above moderate incomes.
Some of the barriers to building more housing are the result of decisions and priorities set by federa!
or State governments that must decide how to distribute very limited funding. The policies and
priorities set by these agencies often do not favor high cost areas, and most federal housing
resources are not readily available to the City of Palo Alto. Some of these barriers include: the lack
of congressional appropriations for certain programs; limitations in federal regulations that make
some programs very difficult to use in Palo Alto; the lack of appropriate and available housing sites;
and a lack of interest or capability on the part of for-profit and non-profit developers in pursuing
some federal programs. The principal barriers to fulfilling the City’s affordable housing goals and
objectives are discussed below.
a. Barriers Related to Federal or State Funding Levels and Priorities:
Changes by the State’s Tax Credit Allocation Committee in the method of determining awards for
the competitive federal and State housing tax credits has made it more difficult to obtain tax credit
awards for low-income rental housing. There are also very restrictive caps that limit the total
amount of tax credit awards within certain counties including Santa Clara County. There is far
greater demand in Santa Clara County for the competitive tax credits than the amount allowed under
the allocation cap.
There are problems of utilizing federal housing programs, such as Section 202 and 811, in areas
with high construction and land costs. HUD places limitations on the amount of HUD subsidies,
which then result in the need for large local funding contributions to make projects financially
feasible. The amount of federal CDBG funds that the City receives on an entitlement basis from
HUD has not even kept pace with inflation over the last 15 years. The barrier of not being qualified
for HOME funds on an entitlement basis has affected the City’s capability to encourage and fund
affordable housing. Other barriers are:
,/The lack of State or federal funding for the preservation of older, HUD-subsidized and
Section 8 assisted rental housing by acquisition by nonprofit housing organizations
¯/ Reduction in the term of project-based Section 8 contract renewals from the 20-year
contracts of the 1970’s to the one-year renewals presently authorized by Congress.
,/ Limited funding in HUD’s budget for the Section 8 tenant-based assistance program
(Section 8 certificates and vouchers administered by local housing authorities) since FY
1994.
b. Barriers Related to Local Housing Market Conditions:
Limited vacant land suitable for housing construction and strong competition from
developers of market-rate housing, commercial projects and other uses such as
private schools for any available site.
,/Extremely high prices for sites suitable for new housing and for existing residential
properties suitable for acquisition and rehabilitation.
Limited local funding sources for affordable housing.
An extremely low vacancy rate and high housing demand means that even modest
rental units are occupied by households with incomes above the HUD low-income
limit. This means that acquisition and/or rehabilitation programs must relocate
existing tenants in order to utilize federal funds.
,/Low vacancy rates and high rental rates have made it difficult for persons to find
housing in Palo Alto using tenant-based Section 8 Certificates and Vouchers.
c. Discussion of Most Serious Barriers:
The most serious barrier is the lack of dependable access to HOME funds. The fact that the City
does not qualify as an entitlement jurisdiction for HOME funds is a significant barrier to meeting
the City’s housing objectives. The HOME Investment Partnership Act is the principal federal
housing program directly available to local governments. The City can only obtain funding on a
competitive basis through the State of California’s statewide allocation. The State holds only one
competition round each year. Palo Alto is at a disadvantage in the State’s process because of the
percentage of ranking points assigned to rural applicants, and those from jurisdictions with high
poverty rates. The maximum award from the State is just over $1 million per applicant. While the
City and PAHC successfully obtained and implemented a maj or acquisition and rehabilitation of the
26-unit Barker Hotel SRO with a FY 1992 HOME grant from the State, the City has not been able
to access the State’s HOME funds since that time. There are many obstacles that have prevented the
City from obtaining HOME funds. The primary obstacles are listed below:
¢"Extremely high demand and competition for State HOME funds requires that
applications be near perfect to receive funding.
,/The State’s rating criteria favors rural and Community Housing Development
Organizations (CHDO) applicants, and jurisdictions with high rates of poverty. Since
Palo Alto does not fit these priorities, the City is at a great disadvantage in the
competition.
¯/ There are no qualified CHDOs operating in the Palo Alto area, and the local nonprofit
housing developers are not interested in creating CHDOs and pursuing HOME funds
directly.
,/The State’s once per year application process is too inflexible for use with the kind of
major rental housing projects that are usually done in Palo Alto. It is unlikely that
25
project timing and readiness will coincide with the State’s application schedule in a
manner that will earn maximum points.
Another serious barrier is the expiration of project-based Section 8 contracts and insufficient
funding from the Federal government for contract renewals. Some of Palo Alto’s largest subsidized
housing developments have project-based Section 8 rental assistance contracts which have expired
or will expire in the next few years. Most of these projects are owned and operated by nonprofit
housing organizations that desire to continue the low-income use under their HUD insured financing
and regulatory a~eements.
Renewal of the Section 8 rental assistance contracts for all these projects is critical in order to
preserve affordable rents for the extremely low-income tenants who occupy these units. Many of
these projects serve elderly and disabled persons who would find it very difficult to move, and who
would unlikely be able to secure comparable housing even if they were provided with a Section 8
voucher.
3.Actions to Address Obstacles to Maintain Affordable Housing, or Eliminate Barriers
to Affordable Housing
Housing Trust Fund
Palo Alto has been a participant in the efforts of the Santa Clara County Housing and Horn. e}e.ss.Committee, the Silicon Valley Manufacturing Group and the Count3’ of Santa Clara in an lnmatlve
to establish a county~vide Housing Trust Fund. The City of Palo Alto contributed $500,000 to the
Trust Fund in fiscal year 2000/01 with money from its local Residential Housing In-Lieu Fund. On
July 18, 2001 the Housing Trust of Santa Clara County armounced the availability of financing
applications for its Multi-Family and Homelessness Components. Palo Alto Housing Corporation
has applied to the Housing Trust for its Oak Court family rental project described in Section II.B.a.
of this report.
Section 8 Rental Subsidy Prom’am
In an effort to increase the number of Section 8 participants in the north Santa Clara County area,
the cities of Palo Alto, Mountain View and Sunnyvale have participated in a number of meetings
with the Housing Authority and other interested parties. Discussions continue, and it is expected
that a model progam will be developed to entice new property owners and managers into the
pro~am while there is a slight opening in the market.
Buena Vista Mobile Home Park
The City assisted the low-income residents of the Buena Vista Mobile Home Park mitigate the
effects of unexpectedly large rental increases. The Buena Vista Mobile Home Park, located at 3980
El Camino Real in Palo Alto, contains about 115 mobile home units and 12 rental cottages. The
majority of the tenants are very low income. The City Council approved a Park Conversion
Ordinance and a tong-term preservation strategy to assist the low-income residents and maintain the
Park as affordable housing. The Ordinance requires park owners to pay relocation assistance to
tenants if the park is closed or converted to another and places a restriction on the amount of rental
increases. Additionally, the City Council amended the City’s Utility Rate Schedule to allow income
eligible residents to apply for utility rate subsidies.
Escalatin~ Rents
The City’s Human Relations Commission has been actively involved in the issue of escalating
residential rents. After reviewing a report issued by the City Attorney’s office entitled "Residential
Escalating Rents Analysis", the HRC made seven specific recommendations to the City’s Policy and
Services Committee to help alleviate the effect of substantial rental increases on lower income
residents. The City Council will consider the recommendations, including the establishment of a
landlord registry, mandatory mediation of tenant landlord disputes, and legalization of existing
second units in residential neighborhoods in the 2001/2002 fisc!l year.
4. Adjustments or Improvements to Affordable Housing Strategies
a. Public Policies
¯Housing Element
The Housing Element is a key component of the Comprehensive Plan adopted by the City Council
on July 20, 1998, and is the chief policy document describing the City’s housing needs and the
policies and programs the City ",ill use to meet those needs. The City has a current Housing
Element that is in compliance with State law. The City is in the process of updating its Housing
Element for the period January 1, 1999 to June 30, 2006 with strategies to meet the City’s fair
share of the region’s housing needs as defined by the Association of Bay Area Governments
(ABAG). The City of Pa!o Alto is required to provide a total of 1,397 housing units over the 7½
year period. The following chart indicates the required units by income category:
Total Goal in
Units
Very Low
Income (Less
than 50% of
Median)
265 units
Low Income
(50% - 80% of
Median)
Moderate Income
(80% - 120% of
Median)
Above Moderate
(Over 120% of
Median)
1,397 units 116 units 343 units 673 units
% of Total 19%8%25%48%
A public Housing Supply Forum, sponsored by the Human Relations Commission, was held on
Saturday, February 10, 2001 at the Cubberley Community Center to initiate public debate on
increasing the housing supply. A Technical Advisory Group was also formed to provide focused
citizen participation, and public forums have been held to solicit citizen input and comments on
new policies and programs. Meetings have also been held with non-profit and for-profit housing
developers to identify potential strategies to increase in the housing supply.
¯Zoning Ordinance Update.
The City is also in the process of updating its Zoning Ordinance. The update is intended to
implement many of the programs and policies outlined in the Comprehensive Plan. The Zoning
Ordinance Update wil! implement many of the Housing Element programs and policies. It will
include a review of many of the zoning requirements that affect the feasibility of housing projects,
such as floor-to-area ratios and parking requirements. Aggressive new strategies are being
3_7
identified thatwill encourage an increase the supply of affordable housing.
PART III.
COMMUNITY DEVELOPMENT
III.COMMUNITY DEVELOPMENT
A. Resources Available
1. City of Palo Alto Non-Housing Community Development Resources
a. Federal Funds
The primary federal resource in the City of Palo Alto for non-housing community development
activity is the Community Development Block Grant (CDBG) Program. The City of Palo Alto is
an entitlement jurisdiction under the CDBG regulations and receives annual funding on a formula
basis. The purpose of the CDBG progam is to develop viable urban communities by providing
decent housing and a suitable living environment, and by expanding economic opportunities,
principally for low and moderate-income persons. The City receives no other direct federal
funding for community development projects.
As explained earlier in this report, the amount of CDBG funds available for allocation in 2000/01
was $787,275. In fiscal year 2000/01, the City allocated a total of$118,725 or !5 percent of its
CDBG funds to public service activities, $128,550 or 16 percent to fair housing activities and
CDBG program administration, and $30,000 or 4% for the rehabilitation of community facilities.
b. Local Funds
¯Human Service Resource Allocation Process (HSRAP)
The City of Palo Alto provided $1,232,975 in General Funds in 2000/01 to address priority
human service needs in the community. The funds were allocated through the Human Service
Resource Allocation Process (HSRAP), and administered by the Office of Human Services in the
Community Service Department. The projects funded addressed the Human Relations
Commission’s priority needs in the following categories: nutrition, child-care, youth!teens,
seniors, homeless/low income, disability, information and referral, women, and family support.
¯Hamilton Public Benefit Program for Senior Sen, ices
In 1993 the City of Palo Alto entered into an a~eement with Hamilton Avenue Properties
regarding the public benefit portion of a Planned Community (PC) zone change. The PC allowed
development of a senior condominium project with 36 residential units. The agreement called
for a $500, 000 contribution to the City for the establishment of an endowment fund to benefit
seniors and senior services, payable in annual installments of $50,000. Additionally, upon resale
of all the original units, a fee of 2-½% of the sales price of the unit shall also go into the fund. In
fiscal year 2000/01, the eighth annual installment of $50,000 was collected and disbursed to
Avenidas, the local provider of services for seniors.
2O
c. Leveragin~
All of the local non-profit agencies leverage CDBG, HSRAP, and other funding with money
from local organizations such as the United Way, corporations, foundations, and individual
donors.
B. Accomplishments
1. Summary of Accomplishments with CDBG Funds
The appended financial expenditure report summarizes the accomplishments of each activity
funded with Community Development Block Grant funds in 2000/01. The report also specifies
the number and ethnicity.of persons or households who benefited from the activities. Following
is a brief recap of the accomplishments of the public service and other community development
activities that were completed during the 2000/01 fiscal year with CDBG funds.
$17.745 to the Palo Alto Housin~ Corporation. Provided housing information and
referral to housing seekers, updated, published and distributed an affordable housing
directory.
$22.500 to the Palo Alto Housing Corporation. Provided counseling sessions for very-
low income residents of the Barker Hotel (many of whom were previously homeless).
CT 5113.98
$8.240 to Emergency Housin~o Consortium. Provided homeless persons with supportive
services and shelter nights in emergency shelter and transitional housing pro~ams.
$8.240 to Catholic Charities. Provided site visits to Palo Alto long-term care facilities
and represented or assisted elderly residents in various patient rights issues and complaint
investigations (including allegations of elder abuse).
$18.550 to Mid-Peninsula Citizens for Fair Housing. Investigated cases involving
allegations of housing discrimination in Palo Alto, and provided outreach and education
services.
$ t 5.000 to Shelter Network for Haven Family House. Provided transitional housing and
supportive services to homeless families at a rehabilitated facility in Menlo Park.
$35.000 to Clara Mateo Alliance Homeless Shelter. $25,000 for the single persons
shelter and $10,000 for the new family shelter wing in the Veterans Administration
facility in Menlo Park. Agency provided shelter and supportive services to homeless
individuals and families.
$12.000 to Community Technoloa-y Alliance. Provided Community VoiceMail services
to homeless clients of loca! non-profit organizations to help them achieve housing,
healthcare or job related goals.
$30.000 to ACHIEVE. a school for children with emotional and behavioral disabilities.
CDBG funds provided a new 8’ fence surrounding the entire school property at 3860
Middlefield Road in Palo Alto. The new fence provides a safe, secure environment for
the 1,100 children with disabilities served by the facility.
No investments were made in areas of minority concentration. The chart on the following pages
reflect.s the accomplishments and beneficiaries served with 2000/0 t CDBG expenditures:
22
Summary of Community Development Accomplishments
for Public Facilities and Improvements
(HUD Table 3-1)
Name of Grantee: Palo Alto State: CA Program Year: 2000/01
Priority Need Category Actual Number of Actual Number of
Projects Assisted Projects Completed
Public Facilities
Senior Centers
Handicapped Centers 1 1
Homeless Centers
Youth Centers
Neighborhood Facilities
Child Care Centers
Parks and!or Recreation Facilities
Health Facilities
Parking Facilities
Abused/Neglect Facilities
AIDS Facilities
Other Public Facilities
Public Improvements
Solid Waste Improvements
Flood Drain Improvements
Water Improvements
Street Improvements
Sidewalk Improvements
Sewer Improvements
23
Priority Need Category Actual Number of Actual Number of
Projects Assisted Projects Completed
Asbestos Removal
Other Infrastructure
Improvements
Other
Other
Actual Number of Persons ServedPriority Need Category
Public Services
Senior Services
Handicapped Services
Youth Services
Transportation Services
Substance Abuse Setwices
Employment Training
Crime Awareness
Fair Housing Counseling
Tenant/Landlord Counseling
Child Care Services
Health Services
Other Public Services (homeless assistance)
Accessibility Needs
Other Community Development
Energy Efficiency Improvements
679
14
1866
9O3
Priority Need Category
Lead Based PaintYHazards
Code Enforcement
Other
Actual Number of Persons Served
Note: Numbers reflect persons assisted with CDBG funds only
25
3.Summary of Accomplishments with Palo Alto General Fund Money
through the Human Service Resource Allocation Process (HSRAP)
The City of Palo Alto Human Service Resource Allocation Process (HSRAP) provided
$1,232,975 in General Fund dollars to the following agencies for services to lower income
elderly, disabled or special needs residents of Palo Alto during the 2000/01 fiscal year.
¯/" Adolescent Counseling Services - $93,484. On-campus counseling programs
¢" Alliance for Community Care - $25,706. Homeless outreach program
¯/ American Red Cross - $12,000. Homelessness prevention services
¢" Avenidas - $426,827. Senior services
,/" Community Association for Rehabilitation (CAR) - $42,524. Services for children
with disabilities and their families
¢" La Comida de California - $17,993. Senior nutrition program
,/" MayView Community Health Center - $16,918. Health care for low- income,
homeless, and uninsured residents
¯ / Palo Alto Community Child Care - $418,889. Child care subsidies and outreach
,/ Peninsula Association for Retarded Children & Adults - $14,595. Community
Building Project
¢" Peninsula Center for the Blind & Visually Impaired - $10,237. Rehabilitation
services for residents with visual impairments
¯ ,/ Prqiect Sentinel - $64,451. Tenant/landlord counseling and mediation services
¢"Second Harvest Food Bank - $7,027. Groceries for tow-income seniors
-/Senior Adult Legal Assistance - $8,000. Legal assistance for seniors
-/"Social Advocates for Youth - $7,697. CASA Say youth homeless shelter
¢"SupportNetwork for Battered Women - $19,365. Services for battered women
¢"Urban Ministries of Palo Alto - 16,250. Meal and grocery program
¢"YMCA of the Mid-Peninsula - $8,000. Ventura Activity Center for teens
¢"YWCA/Youth Community Service - $11,012. Rape crisis center and the teen assault
prevention project
4. Summary of Accomplishments with Hamilton Public Benefit Funds
The $50,000 allocation supported the Retired Senior Volunteer Program ($29,000), Senior Home
Repair ($8,000), and Information and Referral Services ($13,000).
5. Actions Taken to Affirmatively Further Fair Housing
The City continues to support the purpose and goal of fair housing and contracts with Mid-
Peninsula Citizens for Fair Housing (MCFH) to promote equal opportunity in housing. Services
include information and referral, community outreach and education, discrimination complaint
checking and investigation, legal referrals and assistance in resolving complaints. The City also
contracts with Project Sentinel to provide tenant!landlord information, referral and mediation
services. Senior Adult Legal Assistance (SALA) also receives City of Palo Alto General Funds
to provide legal assistance to seniors. This service could include housing related assistance to
elderly residents. In addition to the services provided under these contracts, the fo.llowing steps
were taken in the 2000/01 fiscal year to affirmatively further fair housing.
The Palo Alto Human Relations Commission (HRC) hosted a public forum on Race,
Diversity and Tolerance at 7:00 p.m. on Thursday July 13, 2000. The HRC wanted to hear
from the community about issues such as racial and ethnic group relations in Palo Alto, any
experiences of discrimination and intolerance; and other trends and new developments.
The HRC also hosted an interactive community meeting "Taking Action for Affordable
Housing" on Saturday, February 10, 2001. The forum was dedicated to issues relating to the
creation and preservation of affordable housing in the City.
The local Peninsula Interfaith Action (PIA) organization sponsored a community forum on
Sunday, May 20, 2001 to address issues of affordable housing, and loss of diversity in the
community.
,/The City provided funding to Avenidas who updated and published their "Where to Live"
Guide to assist senior adults in accessing appropriate housing.
The Office of Human Services updated and distributed a Tenant Guide which addresses the
most frequently asked questions relating to rental housing and describes Palo Alto’s rental
housing stabilization ordinance.
The Office of Human Services and the Planning Division continued sponsoring housing
information and referral coordination meetings for service providers. The meetings have
resulted in increased networking amongst provider agencies and the availability of shared
housing wait lists and other information to help low income, elderly, homeless, or disabled
clients access affordable housing.
The City provided CDBG funds to the Palo Alto Housing Corporation for the provision of
affordable housing information and referral services, and to publish and distribute the
"Directory of Housing Services and Subsidized Rental Housing in Palo Alto and Surrounding
Communities".
The City targeted the majority of its CDBG and local housing funds to increasing/preserving
the supply of housing affordable to persons with lower incomes and/or special needs
The City contracted with Mid-Peninsula Citizens for Fair Housing (MCFH) to conduct a
discrimination audit to determine the effectiveness of the City’s Protection from
Discrimination for Families ~,ith Children ordinance in addressing occupancy restrictions in
rental housing. A tester contacted four Palo Alto rental property owners who had four
27
medium and small size properties for rent. The purpose was to find out if the owners or
managers would accept families with children as tenants and if they would allow a single
parent and with three children to reside in a two-bedroom unit. None of the four property
managers showed any bias due to familial Status or expressed any hesitation in renting to the
tester.
,/The City continues to support police officials and community groups in the development of
policies and actions to deal with hate crimes.
The City initiated an effort with other northem Santa Clara County cities and the Housing
Authority to increase the participation of local private landowners and managers in the
Section 8 program. This effort is expected to increase the number of low-income minority
residents in the area.
City staff participated with other Santa Clara County CDBG entitlement jurisdictions in an
effort to conduct a countywide fair housing study. The purpose of the study is to explore fair
housing issues on a regional basis, to evaluate the existing service delivery system, to review
and comment on impediments to fair housing choice, and to develop new strategies. During
the 2000/01 fiscal year a contract was completed with Richard Sander, Professor of Law,
UCLA. The study and interviews were completed, and the draft report was written. Mr.
Sanders decided, however, to include 2000 census data, and the report is being revised to
include more updated information. The draft is being reviewed, and it is expected that the
report wilt be released in the fall of 2001. Findings from the study wilt be used to update the
City’s Analysis of Impediments to Fair Housing Choice. The City of Palo Alto provided
$1,784 in CDBG administrative dollars to pay for a portion of the $50,000 cost of the study.
Under its contract with the City, MCFH conducted, and collaborated on a number of educational
community forums and outreach activities relating to discrimination issues, as summarized
below:
¢"On November 14, 2000 conducted a legal training in fair housing and advertising law
at the Stanford University Housing Service Center.
Testified to the Palo Alto City Council regarding the history of tenant treatment by the
owner of the City’s only mobile home park and on the effect of escalating rents on
low-income tenants.
,/Participated in a panel discussion and fair housing presentation for 200 church
members.
,/Co-sponsored its annual community event commemorating the birthday of Dr. Martin
Luther King, Jr.
28
Conducted a general presentation of fair housing law, housing rights, examples of
discrimination, renting to families with children, and disability accommodations and
modifications to the staff of Catholic Charities on April 4, 2001. Catholic Charities
manages transitional housing projects and administers a shared housing pro~am.
Participated in the City’s Information and Referral Collaborative and their efforts to
increase private landlord participation in the Section 8 rental program.
Addressed the participants of the 14th Annual Conference of the National Fair
Housing Alliance. The conference gathers fair housing and other interested
professionals from across the nation to discuss current issues in fair housing.
Distributed 665 fair housing leaflets and brochures at the Palo Alto main library and
at various other locations. These brochures contain information on fair housing laws,
especially for people with disabilities and families with children.
,/Posted a listing of MCFH services on the City of Palo Alto’s Family Resources on-
line website.
Staffed a booth at the Disability Expo at the Convention Center in Santa Clara.
Participated in Foothill College’s Volunteer Fair to recruit testers and volunteers.
Hosted a booth at the Tri-County Apartment Association Rental Housing conference
and Expo at the Convention Center in Santa Clara.
Participated in the DeAnza College Multicultural Fair
Participated in a panel discussion on fair and affordable housing for Border Crossings
TV pro~am. The program aired four times on MPAC/Cable TV channel 6.
Broadcast Public Service Announcements twice a month reaching a total of 28,000
residents in Palo Alto, Atherton, East Palo Alto, Menlo Park, and Stanford
¯ / Published daily, and bi-weekly advertisements in the San Jose Mercury News, the
Palo Alto Weekly, and the Spanish language newspaper, E10bservador.
During fiscal year 2000/01, MCFH investigated 14 cases of reported discrimination in Palo Alto.
This is down from a total of 21 cases investigated in the prior fiscal year. Of the 14 cases
investigated, 9 cases (64%) had a positive outcome (successful conciliation, referred to attorney,
referred to HUD, or counseled/assisted); one case (7%) had a negative outcome (unsuccessful
conciliation); and four cases (29%) are still pending. The 14 cases were in the following
categories:
Physical Disability 8 Cases 57.0%
Mental Disability 3 Cases 21.5%
Familial Status 3 Cases 21.5%
14 Cases 100%
6. Actions taken to address the needs of homeless persons and to reduce the number of
persons living below the poverty level
a. The Santa Clara County Collaborative on Housing and Homelessness.
City staff continued to participate on the Steering Committee of the Santa Clara County
Homeless Collaborative. The Collaborative is a partnership of representatives of the County, key
cities, service and shelter providers, affordable housing providers and other nonprofit groups
throughout the Santa Clara Valley. The mission of the Collaborative is to position the region to
attract new and existing federal funds for housing and homelessness and to improve the effective
and efficient use of these funds. During the 2000/01 year, the Collaborative prioritized the local
applications for Federal McKinney homelessness grants and updated the Continuum of Care
Plan. Santa Clara County’s Five Year Homeless Continuum of Care Plan was unveiled on June
7, 2001 at an event held at Adobe Systems in San Jose. The Plan, covering the period from 2001
to 2006 guides the countywide continuum of care effort.
b. Shelter Plus Care (SPC)
The Shelter Plus Care Program, administered by the Office of the County’s Homeless
Coordinator, provides up to five years of project based Section 8 rental assistance for previously
homeless individuals with disabilities. To qualify for the SPC program, applicants must be
living on the streets, or staying at emergency shelters. Additionally, they must have a diagnosis
of one or more of the following diseases:(1) Mental illness; (2) Alcohol or drug addiction; and
(3) HIV/AIDS. They mustbe clean and sober (if their diagnosis is drug or alcohol addiction),
and be willing to commit to and follow an individual service plan created with their case
manager specifically geared to their individual disability. Extensive support services are a
necessary and required component of the program. These supportive services are provided to
program participants to allow them to maintain their housing, address and resolve ongoing issues
with their particular disability, and achieve a greater level of self-determination.
Alma Place, the 107-unit residency hotel on Alma Street, has six designated SPC units. They are
all fully occupied. The Barker Hotel, a 26-unit single-room occupancy hotel in the downtown,
has seven designated SPC units, but only four are occupied. The Barker SPC program served a
total of seven persons during the program year, one was low income and six were extremely low-
income. Of these, six were Caucasian and one was Hispanic. Eight extremely low-income
persons were served in the Alma Place SPC program during the year. Five were Caucasian, two
were Asian, and one was Hispanic. Overall, the SPC program has been successful at housing
people with special needs who might not otherwise be eligible for housing or be able to maintain
their housing.
c. CommuniW Working Group - OpportuniW Center of the Midpeninsula
The Community Working Group (CWG) continues its work to build a day facility that will
provide refuge and a range of professionally run services for those who are homeless or
otherwise in need of a safety net of social services. CWG has created a collaborative community
alliance, established a corporate identity, secured a site, identified a service provider, and is
diligently working toward project implementation.
The Opportunity Center will provide personal services - mail delivery, access to a telephone,
showers and personal hygiene supplies, laundry facilities, help finding food and shelter, and a
supportive environment. Case managers will be available to assist people in obtaining appropriate
job skills, housing, and medical and mental health assistance.
The Opportunity Center will also have approximately 53 units of affordable transitional and
permanent housing for singles, couples and families with children. The building design will allow
for different populations to coexist in the same area. The project is discussed more fully in the
housing portion of this report.
d. The Elsa Seo~ovia Women’s Center
As part of a cooperative community model, the Clara Mateo Alliance has been actively preparing a
day center for homeless and at-risk women and children from the Mid-peninsula area. The center,
named the Elsa Segovia Women’s Center is located at the Veterans Administration (VA) campus
in Menlo Park. Rehabilitation of the existing hospital facility is underway, and the center is
expected to open in fall of 2001. The center will provide information and referral, daytime refuge,
meals and child care for homeless women and their children. Six emergency and/or transitional
housing units will be available for clients.
e. Emplownent Opportunities
The City of Palo Alto Office of Human Services continued the homeless worker program during
fiscal year 2000/01. $60,000 of City funding provided short-term City employment opportunities
to homeless workers for two 12-week periods. Jobs were created in City departments such as
Public Works, Facilities Maintenance and Community Services. Selected workers were provided
with food vouchers, a voucher for clothing from the local Goodwill, and bicycle transportation.
Workers were helped with resumes and skill training. Eight persons participated in the progam,
and seven ofthem continued on to higher paying employment.
f. Homeless Services.
In total, the City provided $230,921 in direct funding for the following services targeted to
benefit persons who are very low income or homeless:
Urban Ministry - $16,250 in City General Funds for a prepared meal program and
a grocery distribution program for low- income persons.
Emergency Housin~ Consortium - $8,240 in CDBG funds for emergency shelter
and supportive services provided by the Sunnyvale Armory, the Monterey Glen
Inn Supportive Housing Program, and the Reception Center.
Palo Alto Housing Corporation - Barker Hotel Counseling - $17,745 in CDBG
funds for casework/counseling-sessions for the low-income tenants of the Single
Room Occupancy Barker Hotel. Many of the tenants were previously homeless,
and the counseling sessions help them maintain their housing stability.
Shelter Network - Haven Family House - $ ! 5,000 in CDBG funds for transitional
housing and supportive services (including child care) for homeless families with
children.
Clara-Mateo Alliance -Family Shelter and Singles Shelter - $35,000 in CDBG
funds for emergency shelter and transitional housing for homeless individuals and
families with children.
Community Technology Alliance - $12,000 in CDBG funds to provide VoiceMail
boxes for homeless clients of local agencies to help them achieve employment,
housing or health care.
American Red Cross - $12,000 in City General Funds were provided to the Red
Cross for Homeless Prevention Services.
MavView Community Clinic - $16,918 in City General Funds were provided to
the Clinic to provide health care for low-income, homeless, and uninsured
residents.
,/Alliance for Community Care - $25,706 in City General Funds for a homeless
outreach program targeted to those with mental health issues.
Social Advocates for Youth - $7,697 in City General Funds were provided for the
Casa SAY youth shelter and Safe Place Program for runaway and homeless youth.
B2
City’s Seasonal Jobs Program - $60,000 in City General Funds were used to
sponsor the temporary employment progam for homeless workers.
Support Services for Battered Women - $19,365 in City General Funds were used
to provide shelter and supportive services for abused women and children.
7. Other Actions
a. Lead-Based Paint Hazard Reduction
Lead poisoning can cause permanent damage to the brain and many other organs, and can result
in reduced intelligence and behavioral problems in young children. More than 800,000 children
younger than 6 years old. living in the United States have lead in their blood that is above the
level of concern set by the Centers for Disease Control and Prevention (CDC). A significant
number of these children are in families of low income and are living in old homes with heavy
concentrations of lead-based paint. The most common sources of childhood exposure to lead are
deteriorated lead-based paint and lead-contaminated dust and soil in the environment.
The City housing and CDBG staff provide information and referral to property owners,
developers and non-profits rehabilitating older housing about lead-based paint hazards. There is
no information that indicates lower income households are more likely to be exposed to lead
paint hazards in Palo Alto than are families in the general population [see the discussion in the
City’s Consolidated Plan].
The City currently requires that any housing to be rehabilitated with City financial assistance to
be inspected for the existence of lead paint and lead paint hazards. The City will provide
financial assistance for the abatement of such hazards in units rehabilitated with City funding.
Palo Alto, along with the other CDBG entitlement jurisdictions in Santa Clara County, have
joined forces to help build the capacity of lead paint abatement progams in this area to comply
with new Federal regulations.
b. Intergovernmental Cooperation
The City of Palo Alto has worked closely with the cities of Mountain View and Sunnyvale in an
effort to increase the participation of private landlords in northern Santa Clara County in the
Section 8 program. City staff has also participated in County sponsored Task Forces and other
efforts to increase affordable housing on a regional basis.
City staff participates in the following:
¢"The Housing Bond Advisory Committee that oversees the Mortgage Credit
Certificate program and all County bond financing
33
The Housing Trust Fund Committee
The Santa Clara County Housing and Homeless Collaborative that addresses
issues of homelessness on a regional basis. The Collaborative prioritizes county
applications for McKinney funding, and establishes the County’s Continuum of
Care program.
The CDBG and HOME Program coordinators of entitlement jurisdictions from
throughout Santa Clara County that address multi-jurisdictional funding, and other
issues of common interest.
c. Actions to Ensure CDBG Program Compliance
The City follows the monitoring requirements for the use of federal funds as directed by HUD.
City staff attended HUD sponsored workshops in environmental compliance, fair housing, IDIS
reporting, and financial management. The City’s Department of Planning and Community
Environment monitors its housing production goals and all the activities carried out to further the
goals of the Consolidated Plan.
Subrecipients of CDBG funds are required to submit semi-annual and annual performance
reports outlining the extent to which program goals have been achieved, and the beneficiaries
who have been served. Program performance is measured against the specific program objectives
outlined in the contract scope of services. City staff monitor each subrecipient, as necessary, to
insure compliance with regulations governing their administrative, financial and programmatic
operations, and to make sure the subrecipents achieve their performance objectives within the
prescribed schedule and budget.
8. Changes to Annual Action Plan
No changes were made to Palo Alto’s 2000/01 Action Plan.
C. Assessment of Performance
1. Evaluation of Progress in Meeting Annual Community Development Goals
The City has made progress in meeting its community development goals in the past year,
especially in the area of services for lower income residents. The local safety net of services for
lower income persons is being stren~hened with the creation of more shelter and supportive
services. These efforts contribute significantly to a local continuum of care. All of the public
service agencies funded with CDBG funds address the identified needs of providing a variety of
human services to low-income, at risk populations.
A Housing Directory and Tenant Guide have been updated to assist residents find and/or retain
affordable rental housing. Shelter beds and services for the homeless population have been
increased as well as services to very low-income seniors and persons with disabilities.
Employment training and entrepreneur programs have been established and targeted to persons
who are unemployed and/or underemployed.
The City pursued all resources it indicated it would, provided requested certifications of
consistency for HUD programs in a fair and impartial manner, and did not hinder Consolidated
Plan implementation by action or willful inaction.
2. Barriers to Fulfilling Strategies
The continually increasing cost of land in the Bay Area has not only created a housing crisis, but
a rental crisis for non-profit agencies that serve the vulnerable, at-risk populations. The cost of
office space in northern Santa Clara County is now among the highest in the nation, and is slowly
driving service providers from the area. Many resident renters have been forced into
homelessness or forced to leave the area as the result of dramatic increases in rental rates over the
past few years. People already in shelters or sub-standard housing find it increasingly difficult to
improve their living situations, and tend to stay in the shelters or sub-standard housing longer.
The increase in the cost of residential real estate has also kept many renters from making the step
to first time homebuyers.
3. Adjustments or Improvements to Community Development Strategies
No adjustments to the community development strategies have been identified at this time.
35
PART IV.
APPENDIX
Department of Housing & Urban Development
Office of Community Planning
COVER PAGE
Grantee Performance Report
Community Development Block Grant Program
OMB Approval No. 2502-0006 (exp. 3/31/93)
NAME & ADDRESS OF GRANTEE
City of Palo Alto
250 Hamilton Avenue
Palo Alto, CA 94301
NAME & TELEPHONE NUMBER OF
PERSON MOST FAMILIAR WITH
INFORMATION IN THIS REPORT
Program Year End 2. Grant Number
6/30/01 B00MC060020
NAME & ADDRESS OF C.D. DIRECTOR
Les White
Dept. of Planning & Community Environment
250 Hamilton Avenue
Palo Alto, CA 94301
NAME & TELEPHONE NUMBER OF PERSON
TO CONTACT ABOUT DISCLOSURES
REQUIRED BY THE HUD REFORM ACT OF
Ms. Suzanne Bayley
(650) 329-2428
1989
Ms. Suzanne Bayley
(650) 329-2428
Have these Community Development Block Grant (CDBG) funds been used:
ao 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.Yes
exclusively to either benefit low-and-moderate (low/rood) 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.Yes
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
Iow/mod income persons? If no, explain in a narrative attachment.
Yes
8.Were citizen comments about this report and/or the CDBG program received? If yes, attach a
summary. No
This form may be reproduced on office
Copiers. Previous editions are obsolete.
Retain this record for 3 years.
Page 1 of 2
Form HUD-4949.1 (11/20/92)
Ref Handbook 6510.2
Department of Housing & Urban Development
Office of Community Planning
COVER PAGE
Grantee Performance Report
Community Development Block Grant Program
OMB Approval No. 2502-0006 (exp. 3/31/93)
o Indicate how the Grantee Performance Report was made available to the public:
a. BY PRINTED NOTICE: Advertisement in Pale Alto Weekly September 7, 2001.
b. BY PUBLIC HEARING: A Public Hearing was held on April 3, 2001 to discuss allocation
recommendations.
A Public Hearing was held on May 7, 2001 to determine final
funding allocations.
c.OTHER: A notice regarding the public review period for the draft CAPER was mailed to a
list of interested individuals.
10.The following forms must be completed and attached:
a. Activity Summary, form HUD 4949.2
b. Financial Summary, form HUD 4949.3
c. 1-4-1 Replacement, form HUD 4949.4
d. Rehabilitation, form HUD 4949.5
e. Displacement, form HUD 4949.6
I hereby certify that: This report contains all required items identified above; Federal assistance
made available under the Community Development Block Grant Program (CDBG) 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 (18 U.S.C. 1001, 1010, 1012,
U.S.C. 3729, 3802)
Typed Name & Title of Authorized
Official Representative
FRANK BENEST
City Manager
Signature Date
This form may be reproduced on office
Copiers. Previous editions are obsolete.
Retain this record for 3 years.
Form HUD-4949.1 (11/20/92)
Ref Handbook 6510.2
Page 2 of 2
AFFIDAVIT OF PUBLICATION
PALO ALTO WEEKLY
703 High St., Pain Alto, California 94301
(650) 326-8210
NO.
IN THE
SUPERIOR COURT OF THE STATE OF CALIFORNIA
FOR THE COUNTY OF SANTA CLARA
STATE OF CALIFORNIA
COUNTY OF SANTA CLARA
SS
I, the undersigned, state that I am, and at all times herein mentioned was, a citizen of
United States of America, over the age of eighteen years, and not a party to or intereate
the above entitled matter, that I was at and during all said times and still am the principal (
of the publisher of the Pain Alto Weekly, a newspaper of general circulation published we
in the city of Pain Atto in said County of Santa Clara, State of California; that said Is and
at all times herein mentioned a newspaper of general circulation as that term is define
................... Section.6008 of.the Government Code ot the State of C, alifornia;-.that said was adjudge
. .’, .. such by Superior Court of the County of Santa Clara, .State of Califdhiia,under da~
November 2, 1982, Case Number P41989; that the notice of which the annexed is a
pdnted copy, was set in type not smaller than nonpareil and was preceded with w
pdnted in black-face type not smaller than nonpareil, de~fibing &qd expressing .in ge
terms, the purport and character of the notice intended to be given; thal~ said notice
published and pdnted in said newspaper on the following dates, to wit:
" "~ /Date of first publication in the Pain Alto Weekly
I declare under penalty of perjury that the foregoing is true and correct.
at pain Ako, Ca~;o’mia.~/
CITY OF PALO ALTO
NOTICE OF PUBLIC REVIEW
AND COMMENT PERIOD
FOR PALO ALTO’S
CONSOLIDATED ANNUAL PERFORMANCE
AND EVALUATION REPORT FOR THE PERIOD
JULYl, 2000 TO JUNE 30, 2001
Notice is’hereby; given that the City’ of Pain Alto has complet-
ed a draft performance report for the Community Develop-
ment Block Grant (CDBG) Program for fiscal year 2000/01.
The Draft Consolidated Annual Performance and Evaluation
Report(CAPER) is available for public review and comment
prior to its-submittal to the U.S. Department of_ Housing and
Urban Development." "
The CAPER provides a summary of the programmatic accor:n-
plishments in affordable housing and community development
during the 2000-2001 fiscal year. It descriDes the status of ac-
tions taken during the year to implement the strategies and
objectives described in the City’s Consolidated Plan for the
pedod July 1,2000 to June 30, 2005, and the progress made
in addressing identified priority needs and objectives.°
Public Review and Comment Period: The draft CAPER will
be available for public review and comment for a 15--clay peri-
od, beginning on Monday, September 10, 2000 and conclud-
ing at 5:00 p.m. on Monday, September 24, 2001. Written
comments may be submitted during the review-period and
Should be sent to the City of Pain Alto, Department of Plan-
ning and Community.Environment, Attention: Suzanne Bay-
ley, 250 Hamilton Avenue, 5th Floor, Pain Alto, CA 94301;
650/329-2428; e-mail suzanne_bayley@city.palo-alto.ca.us.
To Obtain a Copy of the CAPER: Copies are available at
the Department of Planning and Community Environment,
City Hall, 5th Floor, 250 Hamilton Avenue, during regular
business hours or by calling 650 329-2603. "
Persons with disabilities who require auxiliary aids or services
in using City facilities, services or programs, or who would like
information on the City’s compliance with the Americans with
Disabilities Act (ADA) of 1990, may contact:
Fred Herman, ADA Director, City of Pain Alto,
650-329-25.~0 (Voice) or 650-329-1199 (TDD).
Signed
FINANCIAL SUMMARY
Financial Summary
Grantee Performance Report
Community Development Block Program
U.S. Department of Housing and Urban Deve!opment
Office of Community Planning & Development
0MB Approval No. 2506-0006(Exp. 3/31/93)
!.Name of Grantee 2. Grant Number 3. Reporting Period
City of Palo Alto B00MCO60020 From 07/01/00 To 06/30/01
Part I: Summary of CDBG Resources
!.Unexpended CDBG funds at end of previous period
2.Entitlement Grant from form HIID-7082
3.Surplus Urban Renewa! Funds
4.Section 108 Guaranteed Loan Funds (Principal Amount)
262,262
732,000
5.Program income received by:Grantee
(Column A)
a. Revolving Funds
b. Other (identify below)189,401 12,697
Loan Repayments/Rental Income/Interest
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
Subrecipient
(Column B)
202,098
1,196,360
Part II: Summary of CDBG Expenditures
8. Total expenditures reported on Activity Summary
9. Total expended for Planning & Administration
i0. Amount subject to Low/Mod Benefit Calculation
!i. CDBG funds used for Section 108 principa! & interest payments
12. Total expenditures (line 8 plus line ii)
13. Unexpended balance (line 7 minus line 12)
165,857
148,563
314,420
0.00
314,420
881,940
Part III:Low/Mod credit This Reporting Period
14. Total Low/Mod credit for multi-unit housing expenditures
15. Tota! from all other activities qualifying as low/mod
expenditures
16. Total (line 14 plus line 15)148,563
17. Percent benefit to low/mod jersons
(line 16 divided by line !0 this reporting period)100%
Part IV: Low/Mod Benefit for Multi-Year Certifications (Complete
only if certification period includes prior years)
Program years (PY) covered in certification PY
18. Cumulative net expenditures subject to program benefit
calculation
19.Cumulative expenditures benefiting low/mod persons
20.Percent benefit to low/mod persons
(line 19 divided by line 18)
This form may be reproduced
on local office copiers
Previous editions are obsolete
Retain this record for 3 years.
09/27/01
form HUD-4949.3(I!/24/92)
ref Handbook 6510.2
Financia! Summary
Grantee Performance Report
Community Development Block Program
U.S. Department of Housing and Urban Development
Office of Community Planning & Deve!opment
0MB Approva! No. 2506-0006(Exp. 3/31/93)
Part V: For Public Service (PS) Activities Only:
P~blic Service CAP Calculation
21.
22.
23.
24.
25.
26.
27.
28.
29.
Total PS expenditures from column h, form HUD4949.2a
Total PS unliquidated obligations from column r, from HI!D 4949.2a
Sum of line 21 and line 22
Tota! PS unliquidated obligations reported at the end of the
previous reporting period.
Net obligations for public services (line 23 minus line 24)
Amount of Program Income received in the preceding program year
Entitlement Grant Amount (from line 2)
Sum of lines 26 and 27
Percent funds obligated for Public Service Activities
(line 25 divided by line 28)
118,725
118,725
118,725
92,450
732 000
824,450
114.40%!
Part VI: Planning and Program Administration Cap Calculation
31.
32.
Amount subject to planning and adminstrative cap
(grant amount from line 2 plus line 5)
Amount expended for Planning & Administration (from line 9 above)
Percent funds expended (line 31 divided by line 30)
NE 5a: PROGRAM INCOME NARRATIVE
934,098
165,857
Low Interest Loan Repayments (Housing Improvement Program)
Paio Alto Housing Corp. Rental property income
Return of Traffic Mitigation Fee
Sheridan Loan Repayment
65,590.60
12,697.00
9,553.50
134,256.90
.o2,o98.oo!
All interest earned on the Housing Improvement Program Loan Payments was returned to the U.S.
Treasury.
Other Program Income
Activity No.Description Grantee Subrecipient
0.00 0.00
Total 0.00 0.00
09/27/01 3
This form may be reproduced
on local office copiers
Previous editions are obsolete
Retain this record for 3 years.
Financial Summary
Grantee Performance Report
Community Development Block Program
form HUD-4949.3(!I/24/92)
ref Handbook 6510.2
U.S. Department of Housing and Urban Development
Office of Community Planning & Development
OMB Approval No. 2506-0006(Exp. 3/31/93)
GPR HANDBOOK APPENDIX 3: ITEM E CALCULATION OF BALANCE OF UNPROGRAMMED FUNDS
RECONCILIATIONOFLINE(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:
~XPENDED BALANCE SHOW-NON GPR
(line 13 of HTJD 4949.3)
881,940
ADD:
LOC balance(s) as of GPR Date
Cash on Hand:
Grantee Program Account
Subrecipients Program Accounts
Revolving Fund Cash Balances
Section 108 Accounts
(in contract)
881,940
-0-
-0-
SUBTRACT:
Grantee CDBG Program Liabilities
(include any reimbursements due to
the Grantee from program funds)
Subrecipient CDBG Program Liabilities
(same instructions as above)
-0-
-0-
TOTAL RECONCILING B~ALANCE:
UNRECONCILED DIFFERENCE:0
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.
881,940
This form may be reproduced
on !oca! office copiers
Previous editions are obsolete
Retain this record for 3 years.
09/27/01
form HLTD-4949.3 (11/24/92)
ref Handbook 6510.2
U.S. Department of Housing & Urban Development Office of
Community Planning and Development
RE~ABILITATION ACTIVITIES
Grantee Performance Report
Commum.ity Development B!ock Grant Program
0MB Approval No. 2506-0006(exp. 3/31/93)
Name of Grantee Grant Number Program Year
City of Palo Alto B00MC060020 From 07/01/00 To 06/30/01
All grantees must submit this form,I Single-unit I Multi-unit
whether or not they have CDBG funded I Activities I Activities
rehabilitation programs.I (i Unit)I (2+ Units)
i. Check box only if grantee has no CDBG
rehabilitation activities: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)
4. Current Program Year Expenditures:
For al! projects (a+b+c below)
a.CDBG funds expended
b.Other public (Federal,State,local) funds exp’d.
c.Private fttnds expended
5.Project/Units Rehabilitated/Committed
a.Number of projects committed (multi-unit only)
b.Number of units committed
6. Obligations: Amount obligated for
projects/units committed in 5aand 5b
a.CDBG funds obligated
b.Other public(Fed.,State,local) funds obligated
c.Private funds obligated
7. Projects/Units Rehab!l!ta~ed/Complete
a. Number of projects completed(multi-unit only)
Projects
b. Number of units completed
8. Cumulative Expenditures:
a.CDBG funds expended
b.Other public(Federal,State, loca!) funds exp’d.
c.Private funds expended
Units
09/27/01 5
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00000000000000 0
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