Program Year 2019/2020 Consolidated Annual Performance and Evaluation Report (CAPER)

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Program Year 2019/2020

Consolidated Annual Performance and Evaluation Report

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CAPER 2

Overview

The City of San Marcos (City) receives Community Development Block Grant (CDBG) funding as an entitlement jurisdiction from the U.S. Department of Housing and Urban Development (HUD). As an entitlement jurisdiction, the City is required to report to HUD in the Consolidated Annual Performance and Evaluation Report (CAPER) on its activities to benefit the City’s extremely low, low and moderate income residents. The CAPER captures the accomplishments, expenditures, and progress made on the strategies and goals in the City’s 2015-2019 Consolidated Plan (CON Plan) and the Program Year (PY) 2019/2020 Annual Action Plan (AAP) utilizing and leveraging funds from the HUD CDBG program, the City’s Successor Housing Agency, and the San Marcos Community Foundation.

The City does not receive HOME Investment Partnerships Program (HOME), Emergency Shelter Grant (ESG), or Housing Opportunities for Persons with Aids (HOPWA) funding. However, the City is a member of the San Diego County HOME Consortium which allows San Marcos residents to participate in the County’s regional, HOME-funded, first-time home buyer program.

CR-05 - Goals and Outcomes

Progress the jurisdiction has made in carrying out its strategic plan and its action plan.

91.520(a)

The City has made progress in meeting the Strategic Plan goals of the Consolidated Plan and Annual Action Plan by funding capital improvement projects, public services, affordable housing programs, and fair housing services. All activities and benefits provided align with the Strategic Plan Goals to provide access to affordable housing, to create suitable living environments, and to support and improve availability and accessibility to our low to moderate income residents. Following is a summary of the City’s goals, goal indicators, and accomplishments.

2015-2019 Consolidated Plan Goals, Goal Indicators, and Accomplishments

The City identified the following goals and goal outcome indicators as part of its CON Plan:

Table 1 – CON Plan Goal and Goal Indicator Outcome

GOAL GOAL INDICATOR OUTCOME

Period of Years (2015-2019)

Public Infrastructure Needs Construct 3 ADA Public Infrastructure Improvements ADA Improvements to Public Infrastructure Construct 4 ADA Improvement Projects

Affordable Rental and Homeowner Housing Provide gap funding assistance for two affordable apartment projects

End Homelessness Participate in the effort to end homelessness Affirmatively Further Fair Housing Providing access to support services designed to help

achieve the goal of equal housing and decent housing for all

Non-Profit Coordination Provide suitable living environment by providing help with basic needs and economic development.

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San Marcos CAPER 4 CON Plan Accomplishments

To meet the goals of the CON Plan, the City performed the following significant activities during the five-year period:

• Awarded 5 ADA public infrastructure/ADA improvement projects to mitigate architectural barriers at City facilities/infrastructure for persons with severe disabilities

• Provided gap funding for four affordable apartment projects (El Dorado II, Promenade at Creekside, Mariposa II, and Villa Serena II)

• Continued to contract with a fair housing service provider to affirmatively further fair housing • Continued to contract with 2-1-1 San Diego to assist residents obtain supportive services and

help with basic needs such as food, housing/shelter, material goods, transportation and utility assistance

PY 2019/2020 Annual Action Plan Goals, Goal Indicators, and Accomplishments

The City identified the following goals and the outcome indicators as part of its AAP:

Table 2 - Accomplishments – AAP Goal and Goal Indicator Outcome

GOAL GOAL INDICATOR OUTCOME

ADA Improvements to Facilities and Infrastructure Assist 7,187 persons by providing accessible routes by constructing curb ramps, street, and path of travel improvements

Affirmatively Further Fair Housing Assist 67 persons by providing fair housing support services, testing, and outreach

Non-Profit Coordination Assist 1,500 persons by providing assistance with primary needs

AAP Accomplishments

To meet the goals of the AAP, the City performed the following significant activities:

 Committed $5,250,000 gap financing, development loan, for Villa Serena II Phase I (Resolution SHA 2020-039)

 Committed $4,822,926 development loan to Mariposa II Phase 1 affordable housing project (Resolution 2020-8779)

o Provided $4,800,636 development loan to the El Dorado II Affordable Housing Project from the Successor Housing Agency Fund

 Provided $149,420.29 in pre-development loans for the development of affordable housing from the Successor Housing Agency Fund

• Committed $2,025,377 of CDBG Funds for ongoing capital improvements to assist individuals with disabilities throughout the City

 Awarded a $630,825.30 ADA capital improvement contract to assist individuals with disabilities o Completed 4 curb ramp upgrades and 5,265sf of sidewalk

o Commenced the installation of a rectangular rapid flashing beacon pedestrian signal across an arterial road where a pedestrian fatality occurred

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San Marcos CAPER 5 • Contributed $125,000 to Alliance for Regional Solutions to assist 829 persons experiencing

homelessness by providing a regional shelter system supporting the Strategic Plan goal of homelessness prevention

 Assisted 76 San Marcos residents with fair housing issues through the City’s Fair housing hotline provided by Legal Aid.

• Assisted 3,108 residents by funding 2-1-1 San Diego to provide assistance with information on basic needs, such as housing, food and utility assistance

• Contributed approximately $43,100 to non-profits serving low-income residents through the San Marcos Community Foundation

• Assisted 171 San Marcos households with County of San Diego Housing Authority Section 8 Rental Assistance (HUD)

• Conducted non-complaint-based testing for impediments to fair housing choice, using the variables of sexual orientation and disability, with no differential treatment found

• Hosted 18 individuals from 12 San Marcos social service providers at annual assessment meeting to determine the needs of their low-income clients

Comparison of the proposed versus actual outcomes for each outcome measure submitted

with the consolidated plan and explain, if applicable, why progress was not made toward

meeting goals and objectives. 91.520(g)

Categories, priority levels, funding sources and amounts, outcomes/objectives, goal outcome indicators, units of measure, targets, actual outcomes/outputs, and percentage completed for each of the

grantee’s program year goals.

The following table summarizes the proposed outcome verses actual outcomes for each goal listed in the CON Plan and AAP.

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San Marcos CAPER 6

Table 3 - Outcomes – Program Year & CON Plan to Date CON Plan and

AAP Goals

Category Funding Source

and Amount Goal Outcome Indicator Unit of Measure Expected CON Plan Actual CON Plan Percent Complete CON Plan Expected AAP Actual – AAP Percent Complete AAP ADA Improvements to Facilities and Infrastructure Non-Housing Community Development CDBG: $595,973 Public Facility or Infrastructure Activities other than Low/Moderate Income Housing Benefit Persons Assisted 20,000 18,829 94% 7,187 8,805 123% ADA Improvements to Facilities and Infrastructure Non-Housing Community Development

CDBG: $595,973 Other Other 0 5 N/A 0 1 N/A

Affirmatively Further Fair Housing Affordable Housing CDBG: $33,540 Public Facility or Infrastructure Activities for Low/Moderate Income Housing Benefit Households

Assisted 0 91 N/A 0 91 N/A

Affirmatively Further Fair Housing Affordable Housing CDBG: $33540 Public service activities other than Low/Moderate Income Housing Benefit

Persons

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San Marcos CAPER 7

CON Plan and AAP Goals

Category Funding Source

and Amount Goal Outcome Indicator Unit of Measure Expected CON Plan Actual CON Plan Percent Complete CON Plan Expected AAP Actual – AAP Percent Complete AAP Affordable Rental and Homeowner Housing Affordable

Housing NO CDBG funds Other Other 2 4 200% 0 0 N/A

Non-Profit

Coordination CDBG: $18,473

Public service activities other than Low/Moderate Income Housing Benefit Persons Assisted 6,000 10,940 182% 1,500 3,108 207% Public Infrastructure Needs Non-Housing Community Development Included as Part of ADA Improvements to Facilities and Infrastructure

Other Other 4 5 125% 0 1 N/A

Table Notes: The percent completed may not match the percent of funds expended because the amount of funding expended and the progress made toward completion of project deliverables are different outcome measures. The projects reported for ADA improvements to Facilities and Infrastructure are also reported as Public Infrastructure Needs since the projects funded under the ADA Improvements to Facilities and Infrastructure activities and the projects meet the requirements of both goal indicators.

The ADA improvement project improvements completed in PY2019/2020 included installation of 4 curb ramps and 5,265 square feet of sidewalk. This project was located in a residential neighborhood next to an elementary school and benefitted a total of 8,805 individuals including 6,130 low and moderate income persons and 1,194 disabled individuals. A city-wide ADA project is scheduled to commence in PY2020/2021 which will benefit all disabled individuals residing in residential census tracks located in the City. Due to the impacts of COVID-19, 211 San Diego experienced a substantial spike in calls received during quarters 3 and 4 which accounts for the significant higher numbers of persons assisted.

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San Marcos CAPER 8

Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and

specific objectives identified in the plan, giving special attention to the highest priority

activities identified.

The City determined its goals and priorities for the CON Plan through public hearings before the City Council, community feedback, public outreach, data gathered from the CON Plan needs assessment, and quarterly data from 2‐1‐1 San Diego. These priorities are:

1. Public Infrastructure, e.g., sidewalk improvements, street improvements, and park improvements

2. Public Services, e.g., 2‐1‐1 San Diego community referral information 3. Community Facilities, e.g., parks and recreational facilities

4. Economic Development, e.g., job creation, employment training

The City’s Consolidated Plan identified public infrastructure as a high priority for the City to achieve the objective of creating a suitable living environment and the outcome of availability and accessibility. The City is currently under contract to complete an ADA Infrastructure Improvement project using CDBG grant funds as a major funding source. During the CON Plan period, the City has executed the following contracts for ADA infrastructure improvements for the City’s CDBG income-qualified areas.

Table 4 - Accomplishments – ADA Infrastructure Improvements

Program Year Amount Description Status

2016/2017 $ 316,050.75 Rancho Santa Fe ADA Curb Ramps Completed 2017/2018 $ 15,902.44 San Marcos Blvd ADA Curb Ramp Completed 2017/2018 $ 176,719.00 Mission Road ADA Curb Ramps Completed 2018/2019 $ 143,710.00 Citywide ADA Improvements Completed 2019/2020 $ 630,825.30 Citywide ADA Improvements In Process

Total $ 1,283,207.49 All ADA Infrastructure Projects

The ADA infrastructure improvements will improve access to public infrastructure and community facilities for low-income residents with severe disabilities. The Bureau of Census classifies persons as having a severe disability if they: (a) used a wheel-chair or had used another special aid for six months or longer; (b) are unable to perform one or more “functional activities” or need assistance with an “ADL or IADL”; (c) are prevented from working at a job or doing housework; or (d) have a selected condition including autism, cerebral palsy, Alzheimer’s disease, senility or dementia, or mental retardation. Also, persons who are under 65 years of age and who are covered by Medicare or who receive SSI are considered to have a severe disability.

To meet the community facilities priority, CDBG funds have been programmed in future years to

construct the remainder of Richmar Park including a shade structure, half basketball court, sidewalk, and landscaping meeting the objective of creating suitable living environments. Richmar park is located within a qualified census area and is one of the City’s lowest income areas.

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San Marcos CAPER 9 The City used CDBG funds to provide access to public services that provide support designed to achieve help with basic needs, equal housing and decent housing for all, and economic development. By

contracting with 2-1-1 San Diego, the City was able to provide referrals to low-income residents for basic needs, access to computers, and employment training. The City also affirmatively furthered fair housing by contracting for the provision of fair housing services with Legal Aid to provide education and

outreach to residents and housing providers, assistance with submitting fair housing complaints to HUD, housing legal services, and tenant/landlord mediation. The City completed an Analysis of Impediments to Fair Housing Choice by entering into a contract for non-complaint based testing to determine if housing providers are engaging in discriminatory practices in violation of federal and state fair housing laws.

Following is a summary of the funds utilized to meet the City’s priorities during the AAP for PY 2019/2020:

Table 5 – AAP Funds Spent by Project

Total Approved IDIS Project Amount Spent

CDBG Funds

$ 34,630.00 Fair Housing Services $ 33,040.46 $ 124,167.00 Program Administration $ 119,482.20 $ 554,716.00 Public Infrastructure ADA Improvements $ 466,736.49 $ 18,473 Public Services - Community Referrals $ 18,473.00

Non-CDBG Funds

$ 135,000 ADA Improvements $ 91,439.27

Totals

$ 866,986 $ 729,171.42

On April 2, 2020 the City received notice from HUD that the City would receive a special allocation of $426,486 CDBG-CV funds to respond to the impacts of COVID-19. On June 9, 2020, the City Council approved a substantial amendment to the AAP adding a Rental Assistance Program for low and moderate-income San Marcos residents that were impacted by COVID-19. The Rental Assistance Program commenced in September 2020 so reporting will be included in the 2020/2021 CAPER.

CR-10 - Racial and Ethnic composition of families assisted

Describe the families assisted (including the racial and ethnic status of families assisted).

91.520(a)

The City offer services and programs regardless of race or ethnicity. In addition to using CDBG funds for Capital Improvement Projects that benefit the City’s low- to moderate-income community, the City used CDBG funds for fair housing services and to fund 2-1-1 San Diego. The racial and ethnic populations assisted in Table 6. are from fair housing activities, 2-1-1 San Diego, and ADA Infrastructure

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San Marcos CAPER 10

Table 6 – Table of assistance to racial and ethnic populations by source of funds

Number

White 9,248

Black or African American 518

Asian 2,127

American Indian or American Native 96

Native Hawaiian or Other Pacific Islander 0

Total 11,989

Number

Hispanic 5,800

Not Hispanic 6,189

Total 11,989

CR-15 - Resources and Investments 91.520(a)

Identify the resources made available for PY 2019/2020

Table 7 - Resources Made Available

Source of Funds Source Resources Made Available

Amount Expended During Program Year

CDBG public - federal 731,986 637,732.15

PFF Streets local 135,000 91,439.27

Narrative

Identify the geographic distribution and location of investments

Table 8 – Identify the geographic distribution and location of investments

Target Area Planned Percentage of Allocation

Actual Percentage of Allocation

Narrative Description

N/A N/A N/A Census Tract

The City does not formally identify target areas. However, when determining locations of ADA

improvements to facilities and public infrastructure, the City used its ADA Transition Plan and the most recently published Census data to identify areas within the City with higher concentrations of low and moderate income residents. To qualify for CDBG assistance, the activity or project must benefit all the residents of a primarily residential area where at least 51 percent of the residents are low- and moderate-income persons. The U.S Census Bureau maintains its database by updating its census data using the American Community Survey (ACS) data tools.

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San Marcos CAPER 11

Leveraging

Explain how federal funds leveraged additional resources (private, state and local funds),

including a description of how matching requirements were satisfied, as well as how any

publicly owned land or property located within the jurisdiction that were used to address the

needs identified in the plan.

The CDBG program does not have a match requirement. If the City has identified capital improvement project funding that can be leveraged with CDBG funds, priority for allocating CDBG funding is given to projects located within an approved HUD qualifying census tract and/or census block group. Capital Improvement Project priorities are assigned based on a number of factors including, environment issues that threaten life or property, the amount of other funding leveraged to complete the project, budget prioritization of Capital Improvement Projects, the total number of residents benefited, the need for improved access, phase of improvement project, needs assessment results, and other important needs of the community as a whole. Priorities for CIP projects are approved by the City Council during the annual budget approval process for a five-year period.

The City partners with the San Marcos Community Foundation (Foundation) by providing quarterly reports received from 2-1-1 San Diego that show the urgent needs of the low- and moderate-income residents. The Foundation then seeks to grant funds to agencies that can address the needs presented in the 2-1-1 reports. By leveraging the Foundation funding for public services, the City is able to utilize its CDBG funding for public infrastructure projects that improve the lives of the City's low and moderate-income community. In PY 2019/2020, the San Marcos Community Foundation granted $43,073 to help local non-profits that serve the City's low and moderate income residents. Non-profit grant recipients included Feeding San Diego, North County Health Services and The Fraternity House.

Since the loss of redevelopment funds, the City continues to seek partnerships with non-profit housing affordable housing developers to provide gap financing for the construction of new affordable housing units. The City uses the San Marcos Successor Housing Agency funds to meet its access to affordable housing goals. In PY 2019/2020, the City provided $4,800,636 in development loans to the El Dorado II Affordable Housing Project and $149,420.29 in pre-development loans for the development of

affordable housing. These funds were provided from the Successor Housing Agency Fund. The City has actively collaborated with the housing developers such as; Affirmed Housing Group, Hitzke Development Corporation, National Community Renaissance (National CORE), Opportune Companies, Orange Housing and C&C Development.

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San Marcos CAPER 12

CR-20 - Affordable Housing 91.520(b)

Evaluation of the jurisdiction's progress in providing affordable housing, including the

number and types of families served, the number of extremely low-income, low-income,

moderate-income, and middle-income persons served.

Table 9 – Number of Households

Household Description One-Year Goal Actual

Number of homeless households to be provided affordable housing units

0 0

Number of non-homeless households to be provided affordable housing units

0 0

Number of special-needs households to be provided affordable housing units

0 0

Total 0 0

The City provides gap financing to private developers to construct affordable-housing projects. Once a project is completed, the management of the property is conducted by a third-party management firm. Each firm has preset selection criteria to screen prospective tenants. Selection is based off ability to pay, credit worthiness, prior rental history, and unlawful detainer judgements on record. Firm’s do not screen prospective tenants based off disability, homelessness, and/or special-needs. Therefore, data for above categories is not available. Additionally, the City does not have preset requirements to construct or reserve units for these specific categories, however, the private developer may enter into agreements with other agencies to receive additional funding in exchange for housing people in these categories.

Table 10 – Number of Households Supported

Household Description One-Year Goal Actual

Number of households supported through rental assistance

259 171

Number of households supported through the production of new units

0 71

Number of households supported through the rehab of existing units

0 12

Number of households supported through the acquisition of existing units

0 4

Total 259 258

Discuss the difference between goals and outcomes and problems encountered in meeting

these goals.

The City/Successor Housing Agency has continued to partner with affordable housing developers to produce affordable housing and has an inventory of more than 2,300 deed restricted affordable housing units. The number of households supported through rental assistance receiving funding from the County of San Diego’s Housing Authority was 171 during this reporting period. This is less than the rental

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San Marcos CAPER 13 assistance goal of 259 due to COVID-19 eviction moratoriums and because the City was able to support additional households through the production of 71 new units, the rehabilitation of 12 existing units, and the acquisition of 4 additional units. The acquisition of the 4 units was supported through the City’s Down Payment Assistance and San Marcos Affordable Housing programs. The new and rehabilitated units were made available because C&C Development & Orange Housing Development, an affordable housing developer partner with the City, were successful in this year’s round of tax credits.

Discuss how these outcomes will impact future annual action plans.

Lack of diversified funding sources continue to constrain the City’s affordable housing construction goals. The City will continue to seek other funding sources and continue to partner with affordable housing developers to build affordable housing.

Include the number of extremely low-income, low-income, and moderate-income persons

served by each activity where information on income by family size is required to determine

the eligibility of the activity.

Table 11 – Number of Households Served

Number of Households Served CDBG Actual HOME Actual Other

Extremely Low-income 0 0 49

Low-income 0 0 34

Moderate-income 0 0 0

Total 0 0 83

Narrative Information

The City does not use CDBG funds for affordable housing. Instead, the City collaborates with affordable housing developers to produce affordable units. The City has little control over the award of Low Income Housing Tax Credits (LIHTC) or the timing of the completion of projects. In January 2020, the developer of El Dorado II began production of 71 new and 12 rehabbed affordable housing units.

Note: For CDBG purposes, “production” refers to the time when the funds are released, not when Building Permits or Certificates of Occupancy are issued.

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San Marcos CAPER 14

CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c)

Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending

homelessness through:

Reaching out to homeless persons (especially unsheltered persons) and assessing their

individual needs

The City provided $125,000 to the Alliance for Regional Solutions (Alliance) to help support organizations that provide services for thousands of individuals and families who experience

homelessness in our region. Alliance was founded in 2006 and promotes a regional approach to ending homelessness in North County San Diego. Alliance is a public/private partnership of over sixty North County nonprofit organizations, eight North County cities, and the County of San Diego. The partners work collaboratively to end homelessness in the region. Alliance operates a system of bridge housing shelters in North San Diego County that includes three year-round and two seasonal shelters that provide shelter to homeless individuals and families while also providing assistance to help them move towards self-sufficiency. During PY 2019/2020, a total of 829 distinct clients were provided shelter services in one of the five Alliance shelters. The three largest shelters in the network provided shelter service to 792 clients which is about 96% of the total number of clients (Catholic Charities-La Posada De Guadalupe located in Carlsbad, Interfaith Community Services-Haven House Bridge Housing located in Escondido, and Operation Hope Vista-ARS North county located in Vista).

Alliance works to build a base of understanding about the multiple causes and conditions of

homelessness so that it can focus on finding solutions to end homelessness. Alliance provides funding to The Regional Task Force on the Homeless which conducts an annual Point-In-Time count to provide a snapshot of how many people are homeless on a single night in January. The Regional Task Force prepares a report showing the regional homeless count, sheltered/unsheltered status, regional

breakdown of homeless persons, demographics of homeless population, and survey results for homeless individuals that participated in a survey. The report provides communities, service providers, and policy makers with an understanding of current challenges, areas to target for appropriate housing and support services, and the ability to track overall progress. As of January 2020, the Regional Task Force Point-In-Time count for the City of San Marcos reported 8 unsheltered homeless persons and zero sheltered homeless persons. This represents an 82.6% decrease from the January 2019 number which showed 46 unsheltered individuals in the City and is 1% of the total unsheltered homeless persons counted in North San Diego County. For North San Diego County, a total of 1,238 persons were homeless with 466 individuals being sheltered and 772 individuals unsheltered.

Addressing the emergency shelter and transitional housing needs of homeless persons

Alliance provides a bridge to housing network which is an emergency shelter network that provides a safe environment for homeless men, women, and families to live temporarily while working on their individualized housing plan. While at the shelter, participants are offered access to a case manager to

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San Marcos CAPER 15 work with on their housing and income goals and are offered supportive services to enhance families

and individuals ability to be self-sufficient. During the PY 2019/2020, 50% of the clients that exited the shelter went to a temporary destination such as another shelter and 34% went to a permanent destination such as a rental, staying with family on a permanent basis, or the client owning their own place of residence.

Helping low-income individuals and families avoid becoming homeless, especially extremely

low-income individuals and families and those who are: likely to become homeless after

being discharged from publicly funded institutions and systems of care (such as health care

facilities, mental health facilities, foster care and other youth facilities, and corrections

programs and institutions); and, receiving assistance from public or private agencies that

address housing, health, social services, employment, education, or youth needs

To help low-income individuals and families avoid becoming homeless, the City's has adopted a “Housing for All” approach by helping to provide access to affordable housing for extremely low, low- and moderate-income residents. By providing affordable housing to those most at risk of becoming homeless, the City is helping to alleviate homelessness.

Helping homeless persons (especially chronically homeless individuals and families, families

with children, veterans and their families, and unaccompanied youth) make the transition to

permanent housing and independent living, including shortening the period of time that

individuals and families experience homelessness, facilitating access for homeless individuals

and families to affordable housing units, and preventing individuals and families who were

recently homeless from becoming homeless again

While staying at its shelters, the Alliance provides individuals and families assistance to help transition them to permanent housing and independent living. Shelter participants are connected to resources in the community and referred to the Continuum of Care’s Coordinated Entry system which connects the most vulnerable homeless to available rapid rehousing and permanent housing resources. The City is committed to providing access to affordable housing for extremely low, low- and moderate-income residents/household. By providing affordable housing, the City helps to reduce the number of individuals/families who were recently homeless from becoming homeless again.

CR-30 - Public Housing 91.220(h); 91.320(j)

Actions taken to address the needs of public housing

The City does not have a public housing authority. The County of San Diego serves as the City's housing authority. The County of San Diego owns four public housing communities in Chula Vista.

Actions taken to encourage public housing residents to become more involved in

management and participate in homeownership

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San Marcos CAPER 16 The City does not have a public housing authority. The County of San Diego serves as the City's housing authority. The County of San Diego Consortium’s First-Time Homebuyer Program is available to

qualified residents of public housing and other families assisted by public agencies. The Consortium’s First-Time Homebuyer Program is available to qualified residents of public housing and other families assisted by public agencies. HOME funds that are used for this program are intended to provide homeownership assistance for such residents, tenants and families. The homebuyer education component of the program helped assisted families to attain and maintain homeownership.

Actions taken to provide assistance to troubled PHAs

The City does not have a public housing authority. The County of San Diego serves as the City's housing authority. This section is not applicable to the City since the County of San Diego is not a troubled public housing authority.

CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j)

Actions taken to remove or ameliorate the negative effects of public policies that serve as

barriers to affordable housing such as land use controls, tax policies affecting land, zoning

ordinances, building codes, fees and charges, growth limitations, and policies affecting the

return on residential investment. 91.220 (j); 91.320 (i)

Housing affordability is affected by factors in both the private and public sectors. Actions by the City can have an impact on the price and availability of housing in San Marcos. Land use controls, site

improvement requirements, building codes, fees, and other local programs intended to improve the overall quality of housing may serve as a constraint to affordable housing development. These

governmental constraints can limit the operations of the public, private, and nonprofit sectors, making it difficult to meet the demand for affordable housing and limiting supply in a region. To ameliorate the negative effects of public sector policies, the City has an Inclusionary Housing Ordinance, which requires all new residential developments of two units or more to provide 15% affordable housing or pay an Inclusionary affordable housing fee. The City's Zoning Ordinance update in 2017 addressed several jurisdiction-specific impediments to eliminate the negative effects of public policies that serve as barriers to affordable housing.

Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j)

The City took the following actions using CDBG funds and leveraging San Marcos Successor Agency and San Marcos Community Foundation funding to address obstacles to meeting underserved needs. Affordable Housing – Spent $149,420.29 on affordable housing pre-development and property acquisition and committed approximately $4,800,636 for future affordable housing development. ADA Improvements to City Facilities - Completed upgrading 4 curb ramps and 5,265 sf of sidewalk during the program year to improve access for severely disabled persons. This includes sidewalks

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San Marcos CAPER 17 211 San Diego – Provided 2-1-1 San Diego with operating funds to provide assistance with financial,

food, physical health, community development, and housing needs. 2-1-1 San Diego answered calls from 3,108 low-income during the reporting period of July 1, 2019 through June 30, 2020.

Homelessness - During PY 2019/2020, the City of San Marcos contributed $125,000 of City funds towards the support of two seasonal/emergency shelters and three year-round shelters, operated by the Alliance for Regional Solutions.

San Marcos Community Foundation – In PY 2019/2020, the San Marcos Community Foundation awarded $43,100 to underserved populations in San Marcos. The Foundation offers mini grants up to $1,500 and regular endowment grants from $1,500 to $10,000 to a diverse group of non-profits that serve San Marcos residents. The following grants were awarded to social service providers in PY 2019/2020 to assist at low-income residents, foster youth, low-income students, seniors, persons with disabilities and/or persons disabled by HIV/AIDS.

Table 13 – San Marcos Community Foundation Grant Awards

Agency Awarded Description Amount

San Marcos Lions Club Provided funds to help purchase new vision testing equipment for mobile vision and hearing testing unit for low-income students and seniors.

$4,000

Casa de Amparo Provided funds for residential services which provides 24-hour trauma care for foster youth.

$5,000

Women’s Resource Center Provided funds to support domestic violence shelter for survivors.

$4,000

Just in Time for Foster Youth Provided funds to support transition-age foster youth (ages 18-26) attending Cal State San Marcos with tools for success.

$3,000

Jacobs & Cushman San Diego Food Bank

Provided funds to purchase nutritious fresh produce for low-income families.

$2,000

North County Health Services Provided funds to support the purchase a Schick dental HD x-ray sensor to serve low-income, minority, and

underserved children.

$5,000.00

Friends of San Marcos Parks Provided funds to purchase items for the improvement of Jack's Pond Nature Center.

$3,000

Lake San Marcos Kiwanis Club Foundation

Provided funds to purchase books for childhood literacy program.

$600

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San Marcos CAPER 18

Agency Awarded Description Amount

delivery to vulnerable newborns.

The Escondido Creek Conservancy Provided funds to purchase a stereo microscope for visitors to view creek inhabitants.

$1,500

San Marcos Prevention Coalition Provided funds for Youth Coalition Director and 7 youth to participate in San Diego County Office of Education Spring Jam Leadership Development Camp.

$1,000

North County LGBTQ Resource Center

Provided funds to support The Center's Youth activities including mental health services, the Leadership Summit Project, and Certified LGBTQ Competency Training for educators, youth organizations and first responders.

$3,500

San Diego Children’s Discovery Museum

Provided funds for supplemental education workshops to Title-I and low-income schools in the San Marcos Unified School District (SMUSD) through the Mobile Children's Museum.

$3,000

Interfaith Community Services Provided funds to support the North County Senior Connections program which provide low-income seniors with hot, affordable meals, socialization, referrals for health care and other services.

$1,000

The Elizabeth Hospice Provided funds for grief support services which include counseling, educational workshops, outreach programs, community events, and specialized programs for children and families.

$2,500

Solutions for Change Provided funds to support programs that provided parents and children a safe, stable, sober living environment along with extensive support services for successful transition to self-sufficiency.

$2,500

Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j)

San Marcos is committed to reducing the hazards of lead-based paints in compliance with lead-based paint reduction requirements in all housing activities covered by Sections 1012 and 1013 of the

Residential Lead-Based Paint Hazard Reduction Act of 1992, as well as the Lead-Safe Housing Rule under 24 CFR Part 35. All housing programs include a component of lead-based paint abatement including procedures if lead-based paint is identified. City building inspectors monitor housing units that apply for a permit for construction or remodeling, which may contain lead-based paint and other lead

hazards. Any property built prior to 1978 must undergo lead paint testing and, if lead hazards are found, those hazards must be eliminated as a requirement for participation in the programs. A City

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San Marcos CAPER 19 building inspector inspects the homes funded under the homeowner rehabilitation program. Code

enforcement officers are taught to identify lead-based paint hazards as part of their on-going code enforcement activities.

Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j)

The City’s antipoverty strategy of providing safe, affordable housing continues to assist in reducing the number of poverty level families in San Marcos. By providing safe, affordable housing for those on a limited income, those families are able to live in an environment where no more than 30% of their limited income is spent on housing. In addition, the City requires that affordable housing developments provide programs (e.g. after school, computer labs, budgeting, and language classes) to assist residents in excelling in both school and the work environment. These affordable housing developments thus assist families in moving up the economic ladder by providing tools that add in their success.

Actions taken to develop institutional structure. 91.220(k); 91.320(j)

The City of San Marcos participates in several working groups that are comprised of public/private agencies to enhance regional coordination on a variety of issues in San Diego County. These groups include the Alliance for Regional Solutions, San Diego Regional Continuum of Care Council (RCCC), San Diego Regional Alliance for Fair Housing (SDRAFFH), North County Food Policy Council, San Diego Association of Government’s (SANDAG’s) Regional Planning Technical Group, SANDAG’s Regional Housing Working Group, SANDAG’s Cities/Counties Transportation Advisory Committee (CTAC), North County Comprehensive Gang Initiative (NCCGI) Steering Committee, San Diego North Economic Development, the 78 Corridor Cities Working Group, and the San Diego County’s CDBG Coordinator’s Group.Staff provides information services to the public seeking information about local nonprofit agencies and organizations. The City promotes 2-1-1 San Diego in our City’s newsletter and on the City’s website. Staff participated in HUD webinars and virtual meetings to stay current with HUD program requirements and attended the HUD All Grantee Meeting for the Los Angeles office. The City

participates in the San Diego County Regional CDBG Coordinator's Group quarterly meeting with other entitlement jurisdictions to discuss program activities and program compliance. Staff also attends the San Diego Regional Alliance for Fair Housing (SDRAFFH) meetings. The City is continuously working on improving the institutional structure to ensure that all CDBG funds are being used in the most effective way possible given funding constraints.

Actions taken to enhance coordination between public and private housing and social service

agencies. 91.220(k); 91.320(j)

The County of San Diego Housing and Community Development (HCDS) serves as the City's public housing agency. HCDS plays a significant role in addressing regional housing and homeless issues. HCDS participates in intergovernmental activities that include the Regional Task Force on the Homeless, City/County Reinvestment Task Force, San Diego Regional Alliance For Fair Housing, Regional Affirmatively Furthering Fair Housing (AFFH) (formerly Assessment of Impediments to Fair Housing Choice), Joint City/County HIV Housing Committee, HIV Planning Council, Urban County CDBG Program,

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San Marcos CAPER 20 CoC Governance Board, CoC general membership, CoC Governance sub-committee, 25 Cities Leadership and Design Team and the HOME Consortium. HCDS will continue to work with partner agencies to address the region’s issues. The City meets annually with social service agencies providing services to low- and moderate-income families. The meetings are open to all interested parties and are surprisingly well-attended.

On February 27, 2020, the City invited 40 agencies to its needs assessment meeting for the 20-24 Con Plan and FY20/21 Annual Action Plan. Eighteen staff members from 12 agencies attended the meeting to share the needs of their low-income clients. The major needs identified were: funding to expand programs, access to affordable housing, and resources for persons experiencing homelessness.

Typically, the most urgent needs are outside the scope of services provided by the City, however the City has been helping low-and moderate-income residents obtain housing through working with developers on the production of affordable housing units, providing funds to 2-1-1 San Diego to provide referrals for public services, and working with the San Marcos Community Foundation which provides grants to social service agencies to help with basic needs. The City uses this opportunity to promote 2-1-1 San Diego and the San Marcos Community Foundation grant-making activities. These meetings have improved communication between agencies and a greater understanding of what services each agency can provide and allows new staff members of participating agencies to quickly make connections with others through the informal networking of these meetings. The City has provided a Certification of Consistency with the Consolidated Plan which included the following projects for the Regional Task Force on the Homeless, Inc.:

Table 14 – Certificate of Consistency HUD 2991 Project Listing

Project Name Project Description

HMIS San Diego County CoC Regional Homeless Management Information System

COC Regional CAHP Regional CAHP System Implementation/Expansion

2019 Planning Grant Regional Planning Activities to Continue Working on Multiple HUD Mandated Actions

RTFH-DV-CES Coordinated Entry Domestic Violence Data

Identify actions taken to overcome the effects of any impediments identified in the

jurisdictions analysis of impediments to fair housing choice. 91.520(a)

The City and its fair housing service provider are members of the San Diego Regional Alliance for Fair Housing (SDRAFFH). The SDRAFFH works collaboratively to ensure that all residents in the San Diego region have equal access to housing. It is comprised of Fair Housing service providers, enforcement agencies, and government agencies. The municipal members of the SDRAFFH meet quarterly to collaborate on fair housing issues and to oversee the preparation of the Regional Analysis of Impediments to Fair Housing Choice Report (AI). One of goal of this group is to address the regional

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San Marcos CAPER 21 impediments to affirmatively further fair housing that were identified in the region’s 2015-2019 AI as

well as complete the 2020-2024 AI.

One of the impediments identified in the 2015-2019 AI focused on planning and zoning. As part of the City's Zoning Ordinance update in 2017, jurisdiction-specific impediments were addressed to eliminate the negative effects of public policies that serve as impediments to fair housing choice. The 2017 zoning ordinance amendments included reasonable land use updates related to Accessory Dwelling Units (ADUs) and density bonuses consistent with updated State laws that went into effect in January 2017. The amended regulations for ADUs imposed limitations on local agencies when regulating ADUs and established development standards that addressed maximum unit size based on lot size, parking and setbacks. The density bonus amendments included updates to affordably tenure, ineligibility

restrictions, commercial development bonus, added additional incentives, as well as changes to the density bonus application and appeal process.

The City of San Marcos contracts with the Legal Aid Society of San Diego (LASSD) for fair housing services, testing and outreach. LASSD conducted non-complaint based testing for the variables of Disability and Race using 5 match pair tests at five San Marcos apartment communities and found no differential treatment. LASSD staff provided the following educational seminars during this fiscal year: September 4, 2019 at Palomar College Learning fair with 21 attendees, on November 25, 2019 at the Community Resource Fair with 19 attendees, on February 1, 2020 at MAAC High Tech with 10 attendees, and on February 12, 2020 at Palomar College with 16 attendees. In total, 390 brochures were

distributed at all events. No additional education sessions were held due to the COVID-19 pandemic. In FY 2019/20, 76 residents were assisted with fair housing and housing related issues. Of those 76 calls, 70 were resolved with landlord tenant advice, 0 resident's claims were accepted for fair housing investigation and 6 claims were resolved with fair housing education, advice or referral. Additionally, 45% of residents assisted were Female Headed Households, almost 42% of residents assisted were Persons with Disabilities/Special Needs and 26% had limited English proficiency.

Due to the impacts of COVID19, the San Diego Regional for Fair Housing annual conference was cancelled. This conference focuses on increasing knowledge of fair housing rights and issues in the community. To stay current on issues, the City participates in the quarterly fair housing meetings.

CR-40 - Monitoring 91.220 and 91.230

Describe the standards and procedures used to monitor activities carried out in furtherance

of the plan and used to ensure long-term compliance with requirements of the programs

involved, including minority business outreach and the comprehensive planning

requirements

City Staff perform a national eligibility analysis on every program or project to determine if the

program/project is an eligible expense by documenting that it meets one of the following three national objectives:

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San Marcos CAPER 22 – Aid in the prevention or elimination of slums or blight; and

– Meet a need having a particular urgency (referred to as urgent need).

The analysis includes a review of the project scope, reviewing a map of the project’s service area to determine the benefit to low- and moderate-income persons, and/or documenting eligibility with at least one national objective.

All solicitations for CDBG projects/programs were advertises in a newspaper of general circulation and when feasible in the Small Business Exchange which is a newsletter for diversity owned businesses. Solicitations were also posted on PlanetBids.com. The solicitation documents included language encouraging the use of minority and women owned businesses and a non-discrimination clause. For capital projects funded by CDBG, the City performed minority business outreach and reviewed Section 3 requirements at pre-bid meetings hosted for all firms interested in bidding as a prime or as a

subcontractor. The City also hired a Labor Compliance Officer to monitor compliance with Davis Bacon Act and related prevailing wage regulations.

To maintain compliance with environmental planning requirements, a Planning staff member has been trained to use the Environmental Review Online System (HEROS).

The City monitors CDBG subrecipients to ensure compliance with regulatory, financial, and program performance requirements. Monitoring may include site visits, telephone calls, and review of financial records, quarterly performance reports, and annual reports. This monitoring allows the City to evaluate projects using CDBG funds to ensure full compliance with HUD regulations.

Citizen Participation Plan 91.105(d); 91.115(d)

Describe the efforts to provide citizens with reasonable notice and an opportunity to

comment on performance reports

.

The City of San Marcos provided advanced public notice and the opportunity to provide comments at a public hearing held by the City Council on both the proposed CON Plan and AAP. The City published advance public notices four weeks before the two public hearings to ensure the public had adequate notice to provide comments on the proposed AAP. For the CAPER, a public notice requesting comments was published for a minimum of fifteen days in a paper of general circulation before the CAPER was brought to City Council for approval. The public notice for the CAPER was also published in a local Spanish speaking newspaper. No comments were received on the CAPER.

CR-45 - CDBG 91.520(c)

Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives

and indications of how the jurisdiction would change its programs as a result of its

experiences.

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San Marcos CAPER 23 Assistance Program to its program objectives. This program will provide financial assistance to low- and moderate-income residents impacted by COVID-19. Since the Rental Assistance Program is funded by COVID-CV funds, funding for other program activities is not impacted so no other major changes in program activities are planned. The City elected to use 100% of the COVID-CV to provide rental assistance and did not increase its program administrative costs.

Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI)

grants?

[BEDI grantees] Describe accomplishments and program outcomes during the last year.

The City does not receive BEDI grants.

Program Year 2019/2020 Consolidated Annual Performance and Evaluation Report (CAPER)