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CC - Item 5A - Annual Performance and Evaluation Report• E M P~ S O 1 /'fI '9 Q' ~ dpt'[.~u (~ Q --. ~~~ ~. - /~CDRPORATED 1859 • ROSEMEAD CITY COUNCIL STAFF REPORT TO: THE HONORABLE MAYOR AND CITY COUNCIL FROM: OLIVER CHI, CITY MANAGER. ~i~.~-~,-- DATE: OCTOBER 28, 2008 SUBJECT: CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT FOR FY 2007-08 SUMMARY The City of Rosemead's Development Services Business Unit has completed its Consolidated Annual Performance Report (CAPER) for the July 1, 2007 through June 30, 2008 fiscal year. The CAPER describes the overall use of Community Development Block Grant (CDBG) and HOME Investment Partnerships (HOME) funds received from the Department of Housing and Urban Development (HUD) in relationship to the needs of the community as outlined in its 2005-2009 Consolidated Plan and FY 2007-08 Annual Action Plana The City's overall objective in the CDBG and HOME programs is the development of viable communities by providing decent housing, a suitable living environment and expansion of economic opportunities primarily for low-to-moderate income persons. Staff Recommendation Staff recommends the City Council receive and file the information contained in this report as the review of program performance for the City's FY 2007-08 Consolidated Annual Performance Report. ' ANALYSIS The City submits a CAPER to HUD annually as one of the conditions of receiving federal funds under the CDBG and HOME programs. The CAPER outlines progress made in achieving goals established in the City's Five-Year Consolidated Plan and Annual Action Plan, including: 1) funds invested in projects and activities; 2) households and persons assisted; 3) actions taken to affirmatively further fair housing; and 4) other .information relevant to grant-funded projects administered by the City of Rosemead which affect local housing and community development needs. The CAPER is useful for residents in deciding whether housing and community development programs are being carried out as intended. The CAPER permits the City to stay on track with its Five-Year Consolidated Plan and Annual Action Plan, and is designed to provide a maximum amount of useful information to policy makers and residents. APPROVED FOR CITY COUNCIL AGENDA: • • City Council Report October 28, 2008 Page 2 of 4 During the 2007-08 FY, the City spent $1,133,405.70 of CDBG funds and $1,451,971._63 of HOME funds on a variety of community development projects. The purpose of this update is to give the public, as well as the City Council an opportunity to assess the effectiveness of the City's CDBG and HOME expenditures. A brief summary of the expenditures is attached for your reference. The CAPER was submitted to HUD on September 23, 2008 and the City has received verbal notification of its acceptance by HUD. PUBLIC NOTICE PROCESS This item has been noticed according to the California Health and Safety Code Section 33490. Prepared by: //' , A /~~ ~~~~ ~~ Michelle G. Ramirez Economic Development Administrator Subm Bri City Manager Attachment A -Summary of Expenditures • • City Council Report October 28, 2008 Page 3 of 4 ATTACHMENT A CDBG PROJECT EXPENDITURES PROJECT DESCRIPTION COMMITTED CDBG Administration Fair Housing Code Enforcement Residential Rehabilitation Residential Rehabilitation Administration Lead/Asbestos Testing Residential Lead/Asbestos Remediation Commercial Rehabilitation Garvey Housing Revitalization Project Dinsmoore Historical House Renovation Family Counseling People for People Rosemead School District Rosemead High School Senior Nutrition 2007-2008 FISCAL YEAR -CDBG $162,352.94 $ 25,000.00 $367,499.64 $160,228.08 $236,454.00 $ 22,325.00 $117,221.00 $100,000.00 $381,339.00 $150,000.00 $ 40,000.00 $ 27,600.00 $ 11,698.00 $ 13,650.00 $ 80,000.00 PRIOR YEAR -CDBG City Hall ADA (FY 2006-07) -Carryover $330,000.00 SGV YMCA (FY 2006-07) -Carryover $ 9,840.00 Alley Paving (FY 2003-04) -Carryover $ 25,059.27 Virginia Street (FY 2002-03) -Carryover $149,267.62 TOTAL $2,409,534.55 EXPENDED $162,352.94 $ 25,000.00 $367,499.64 $ 34,039.22 $111,893.50 $ 7,680.00 $ 80,750.00 $ 0.00 ~$ 0.00 $ 0.00 $ 39,560.00 $ 27,600.00 $ 9,053.51 $ 13,650.00 $ 80,000.00 $ 0.00 $ .0.00 $ 25,059.27 $149,267.62 $1,133,405.70 Difference between budgeted and expended is $1,276,128.85. Out of this amount, $330,000 was carried over into the FY 2008-09 to complete previously approved unfinished projects, $815,000 was reprogrammed into projects for the FY 2008-09, and $131,128.85 has been reprogrammed into a contingency fund for the FY 2008-09 to be used on existing or new projects. C, City Council Report October 28, 2008 Page 4 of 4 ATTACHMENT A -CONT. HOME PROJECT EXPENDITURES PROJECT DESCRIPTION BUDGETED EXPENDED 2007-2008 FISCAL YEAR - CDBG Administration $ 336,245.27 $ 234,881.43 Community Housing Development $ 393,115.95 $ 214,615.00 Organization (CHDO) Set-Aside Community Housing Development $ 13,000.00 $ 13,000.00 Organization (CHDO) Operating Down Payment Assistance Loan Program $ 280,000.00 $ 137,000.00 Owner-Occupied Rehabilitation Program $1,179,662.32 $ 852,475.20 (Loans) Garvey Housing Revitalization Project $1,118,175.82 $ 0.00 TOTAL $3,320,199.36 $1,451,971.63 Difference between budgeted and expended is $1,868,227.73. Out of this .amount, $1,868,227.73 was reprogrammed into projects for the FY 2008-09.