(a)
(b)
(c)
(d)
(e)
Management and Support – Finance – Financial Planning and Budget; Management and Support – Finance – Accounting and Payroll; Management and Support – Finance – Treasury;
Community, Vitality, and Engagement – Economic Development; and Any other lawful governmental function or purpose of the City.
The information obtained by examination of Department records shall be used only for those governmental functions of the City listed above.
Section 3. That Hinderliter, de Llamas & Associates (“Consultant”) is hereby designated to examine the sales or transactions and use tax records of the Department pertaining to sales and use taxes collected for the City by the Department. The person or entity designated by this section meets all of the following conditions, which are also included in the contract between the City and the Consultant:
a) has an existing contract with the City to examine those sales or transactions and use tax records;
b) is required by that contract to disclose information contained in, or derived from, those sales or transactions and use tax records only to the officer or employee authorized under Section 1 of this resolution to examine the information.
c) is prohibited by that contract from performing consulting services for a retailer during the term of that contract; and
d) is prohibited by that contract from retaining the information contained in, or derived from those sales or transactions and use tax records, after that contract has expired.
BE IT FURTHER RESOLVED that the information obtained by examination of Department records shall be used only for purposes related to the collection of City sales and use taxes by the Department pursuant to the contract between the City and the Department and for those purposes relating to the governmental functions of the City listed in Section 2 of this resolution.
Section 4. That this resolution supercedes all prior resolutions of the City Council of the City of Lake Forest adopted pursuant to subdivision (b) of Revenue and Taxation Code section 7056.
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Resolution No. 2023-XX
PASSED, APPROVED AND ADOPTED this 19th day of September 2023, by the following vote, to wit:
DOUG CIRBO
MAYOR
ATTEST:
LISA BERGLUND, MPA
CITY CLERK
APPROVED AS TO FORM:
MATTHEW E. RICHARDSON
CITY ATTORNEY
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Resolution No. 2023-XX
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) SS
CITY OF LAKE FOREST )
I, Lisa Berglund, City Clerk of the City of Lake Forest, California, do hereby certify that the foregoing Resolution No. 2023-XX was duly passed and adopted at a regular meeting of the Lake Forest City Council on the 19th day of September 2023, by the following vote, to wit:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
__________________________
LISA BERGLUND, MPA
CITY CLERK
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/19/2023
DEPARTMENT: Public Works
SUBJECT:
REJECT ALL BIDS AND AUTHORIZE RE-BIDDING FOR HEROES PARK
SPORTS FIELD LIGHTING LED CONVERSION AND ELECTRICAL REPAIRS PROJECT (PW 2019-21)
RECOMMENDED ACTION(S):
1. Reject all bids for the Heroes Park Sports Field Lighting LED Conversion and Electrical Repairs Project (PW 2019-21)
2. Authorize staff to solicit new bids for this project.
EXECUTIVE SUMMARY:
The Heroes Park Sports Field Lighting LED Conversion and Electrical Repairs Project (PW 2019-21) was approved as part of the Fiscal Year (“FY”) 2021-23 Capital Improvement Projects (“CIP”) budget to facilitate upgrading the existing sports field lighting system at Heroes Park to LED and make associated repairs to the electrical infrastructure. The project was advertised through Planet Bids, the City’s electronic procurement system in place at the time the procurement was issued.
On June 1, 2023, the City received bids from three firms ranging from $855,000 to $1,224,349. In reviewing the bid packages, the City Clerk determined that only the highest priced bidder complied with the bid bond requirements set forth in the solicitation. As a result, the lowest two bids were disqualified from consideration.
With only one responsive bidder and the bid amount exceeding the project budget, staff recommends the City Council reject all bids and authorize rebidding the project. There is minimal fiscal impact associated with the recommended action.
BACKGROUND:
As part of the 2021-2028 CIP budget, the City Council approved a project to retrofit the existing sports field lights with new LED lamps and make associated repairs to the existing electrical infrastructure. The project scope includes removal of the old lighting fixtures and cross arms, installing new LED fixtures on Item: 12
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19 existing light poles with new cross arms, and upgrading the lighting control system. The project also would replace three aging electrical panels and cabinets. The project is estimated to be completed within 180 calendar days.
The City Manager approved the project for advertisement in April 2023 and a pre-bid conference was held on May 11, 2023.
DISCUSSION:
The project was posted for bids on the PlanetBids website on May 4, 2023. On June 1, 2023, the City received bids from three firms ranging from $855,000 to $1,224,349. The engineer’s estimate was $520,000. However, after the bid opening, the City Clerk determined that the two lowest bidders had not submitted physical copies of the bid bonds as required by the project solicitation and therefore were deemed non-responsive. The remaining bid of $1,224,349 exceeded the construction budget by a wide margin. Staff were therefore unable to proceed with the contracting process.
After the bid opening, staff consulted with contractors, the project electrical engineer, and the lighting manufacturer to better understand the discrepancy between the engineer’s estimate and the bids. Staff determined that a lack of as- builts for the park electrical system, including the unknown locations of conduits for the lighting system, contributed to greater uncertainty for prospective contractors and partly contributed to the increased cost. Therefore, staff is preparing a small dollar agreement with a contractor skilled in performing underground electrical surveys to prepare a set of as-builts. Upon completion of the survey, staff would update the project plans with additional information and rebid the project.
Staff recommends the City Council reject the remaining responsive bid and authorize staff to solicit new bids for the project.
FISCAL IMPACT:
There is minor fiscal impact for the recommended action.
ATTACHMENT:
Bid Summary
Initiated By: Jonathan Poole, Management Analyst
Submitted By: Thomas E. Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
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ATTACHMENT
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City of Lake Forest
Bid Results for Project Heroes Park Sports Field Lighting LED Conversion and Electrical Repairs Project (PW 2019‐21) Issued on 05/04/2023
Bid Due on June 01, 2023 10:00 AM (PDT)
Exported on 06/01/2023
VendorID Vendor Name Bid Amount Format Bid Submit Date Responsive Buyer Comment 772876 Ace Electric Inc *
598827 California Professional Engineering, Inc. *
564064 RMF Contracting inc
$855,000.00 Electronic
$1,135,531.00 Electronic
$1,224,349.00 Electronic
05/31/2023 4:56:40 PM
06/01/2023 9:01:18 AM
06/01/2023 8:54:00 AM Yes
*Bid bond received late
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/19/2023
DEPARTMENT: Community Development
SUBJECT:
FISCAL YEAR 2022-23 COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG)
CONSOLIDATED ANNUAL PERFORMANCE EVALUATION REPORT (CAPER) RECOMMENDED ACTION(S):
Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, APPROVING THE FY 2022-2023
CONSOLIDATED ANNUAL PERFORMANCE EVALUATION REPORT FOR
THE CITY'S COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
EXECUTIVE SUMMARY:
The Community Development Block Grant ("CDBG") Consolidated Plan ("Consolidated Plan") is a five-year strategic plan that identifies priority housing and community needs and the City's activities to be carried out with CDBG funds to address these needs. Each year, the City Council adopts a CDBG expenditure plan known as the Annual Action Plan (Attachment 1). The Annual Action Plan identifies the specific programs and projects funded with CDBG resources that address priority community needs.
As a CDBG recipient, the City is required to submit annually a Consolidated Annual Performance Evaluation Report ("CAPER") to the U.S. Department of Housing and Urban Development ("HUD"). The CAPER (Attachment 2) is the City's year-end performance report that describes the City's progress and accomplishments utilizing its CDBG grant.
In Fiscal Year ("FY") 2022-2023, the City received a CDBG grant totaling $509,742. In addition, the City had prior-year uncommitted funds ($408,621) and received $131,109 in program income generated from the repayment of housing rehabilitation loans. A total $1,049,472 of CDBG funds were available for expenditure in FY 2022-2023. These funds were allocated to public service grants, housing activities, paint grants, public facility improvements, and program administration.
In addition to CDBG, the City received two (in 2020 and 2021, respectively) CDBG-Coronavirus ("CDBG-CV") funding allocations totaling $862,153 as part of Item: 13
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the Coronavirus Aid, Relief and Economic Security Act of 2020 ("CARES Act") to prevent, prepare for, or respond to the Coronavirus pandemic. Funding was allocated to assist local businesses impacted by the pandemic and to fund non- profit agencies providing rent and utility relief, food, and case management assistance to Lake Forest households impacted by the COVID-19 pandemic.
Also, in 2020, HUD waived the 15 percent cap on allocating regular CDBG funds for public services, allowing the City to "super-fund" public service grants. A significant percentage of these super funds were utilized during the FY 2022- 2023 reporting period. In April 2022, the City Council approved the reallocation of portions of the CDBG-CV grant to support public facility improvements aimed at preventing the spread of COVID-19 among the City's senior population. These activities will be completed during the FY 2023-2024 report period.
Approval of the CAPER has no fiscal impact. Upon the City Council's approval, the City will submit the CAPER to HUD by the September 28, 2023 deadline.
Staff will advise the City Council of any comments received following preparation of this report. Staff recommends the City Council adopt the attached resolution approving the FY 2022-2023 CDBG CAPER and authorize staff to submit the report to HUD (Attachment 3).
BACKGROUND:
The City has been a recipient of CDBG funding since 1994. Through FY 2022- 2023, the City has received a total of $13,138,936 in CDBG funding. CDBG is a formula grant allocated to local governments to develop viable urban communities by providing or supporting decent housing, a suitable living environment, and expanding economic opportunities principally for low- and moderate-income persons. These funds have been utilized for various housing, neighborhood improvement, and social service programs that benefit the City's low- to moderate-income residents. Specific projects initiated or completed in FY 2022-2023 include neighborhood park improvements, the Housing Rehabilitation Loan and Neighborhood Pride Paint Grant programs, and various public services programs.
To receive the annual grant, the City must complete the following:
1. Adopt a Consolidated Plan.
The Consolidated Plan sets goals and objectives guiding the City's CDBG funding priorities over five years. The City Council adopted the 2020-2024 Consolidated Plan on June 16, 2020. The Consolidated Plan objectives are summarized below:
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•Rehabilitate the City's existing single-family housing stock, including mobile homes;
•Conserve the existing supply of affordable housing;
•Provide supportive housing and services for the homeless and those at risk of becoming homeless;
•Provide needed community services and infrastructure improvements benefitting low and moderate-income persons and those with special needs; and
•Focus on expanding economic opportunities for low- and moderate-income residents.
2. Submit an Annual Action Plan to HUD each year.
The Annual Action Plan outlines how the City will spend its CDBG funds to address the goals and objectives in the City's Consolidated Plan. The City Council adopted the FY 2022-2023 Annual Action Plan (Year 3 of the five- year Consolidated Plan cycle) on May 3, 2022, and subsequently submitted it to HUD by the May 16, 2022, deadline.
3. Submit a CAPER within 90 days from the close of a jurisdiction's program year (September 28 of each year).
The CAPER provides a progress report regarding the most recently completed fiscal year. The report details how the CDBG grant assisted the City in meeting the goals and objectives outlined in the 2020-2024 Consolidated Plan.
DISCUSSION:
As required for the CDBG program, the City established objectives for meeting its housing and other community needs in the 2020-2024 Consolidated Plan. The CAPER's purpose is to document the City's CDBG program progress and accomplishments in FY 2022-2023. The FY 2022-23 CAPER is the third reporting year for the 2020-2024 Consolidated Plan. The City's annual achievements identified in the CAPER are linked to the Consolidated Plan's five- year goals.
Revenues and Expenditures
CDBG revenues received by the City in FY 2022-23 include the grant and program income in the form of housing rehabilitation loan repayments. The City Item: 13
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also utilized unspent prior year funds. A summary of FY 2022-2023 revenues and expenditures reported in the CAPER is provided in Tables 1 and 2 below:
Table 1: FY 2022-2023 CDBG FUNDS SUMMARY
FY 2022-23 ALLOCATION: $509,742
PRIOR YEAR UNSPENT FUNDS: $408,621
PROGRAM INCOME: $131,109
TOTAL CDBG FUNDS: $1,049,472
Table 2: FY 2022-2023 CDBG EXPENDITURE SUMMARY
PUBLIC SERVICE GRANTS: $86,301
HOUSING REHABILITATION LOAN & NEIGHBORHOOD
PRIDE PAINT GRANT PROGRAMS: $384,764
CAPITAL IMPROVEMENTS PROJECTS: $224,686
PROGRAM ADMINISTRATION: $48,534
* TOTAL CDBG EXPENDITURE: $744,285
* The difference between "Total CDBG Funds" and "Total CDBG Expenditures" is unspent or "uncommitted prior year CDBG funds." Uncommitted funds will be committed to eligible activities as part of a future Annual Action Plan.
The City continued to expend CDBG-CV funds during the reporting period. The City is required to expend 100 percent of CDBG-CV funds by August 14, 2026.
Through the end of FY 2022-2023, the City has spent approximately 53% of CDBG-CV funds. Tables 3 and 4 show FY 2022-2023 CDBG-CV funding and expenditures, respectively.
TABLE 3: CDBG-CV Fund Summary
CDBG-CV ALLOCATION ROUND 1: $302,281
CDBG-CV ALLOCATION ROUND 3: $559,872
* TOTAL CDBG-CV FUNDS: $862,153
* CDBG-CV Round 2 funds were allocated to states.
TABLE 4: FY 2022-2023 CDBG-CV Expenditure Summary
CDBG-CV PUBLIC SERVICE GRANTS: $43,664
MEALS ON WHEELS, SENIOR CENTER FOOD, VAN: $62,606
SENIOR CENTER PPE AND PATIO COVER: $30,427
CDBG-CV ADMINISTRATION: $14,183
TOTAL FY 2022-2023 CDBG-CV EXPENDITURE: $150,880
FY 2020-2022 CDBG-CV EXPENDITURE: $307,254
TOTAL CDBG-CV FUNDS EXPENDED (over 2 years): $458,134
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Completed and Ongoing Activities
The activities undertaken during FY 2022-2023 are consistent with the Annual Action Plan the City Council approved in May 2022. Specific CDBG-funded program accomplishments are summarized in Table 1 of the Draft FY 2022-2023 CAPER (Attachment 3). A summary of completed activities follows:
•Public Service Grants: CDBG-funded assistance was provided to 2,840 individuals through various public services. Eight nonprofit organizations provided services to eligible Lake Forest residents. Services included food pantries, primary health care services, case management services for seniors, and daycare for seniors with Alzheimer's, dementia, and disabilities. Additional funding aided households at risk of becoming homeless and those already homeless. One organization, Boys & Girls Club, was allocated $5,000 of funding in the 2022-2023 Annual Action Plan but did not provide data supporting the eligibility of their clientele.
Consequently, these funds were unspent and will be reallocated to support future CDBG-eligible activities.
•Housing Rehabilitation: 17 income-qualified homeowners received loans and completed needed home repairs and improvements (e.g., roofing, plumbing, electrical, and flooring) through the City's Housing Rehabilitation Loan Program. Expenditures for this activity totaled $361,894, of which $131,109 was paid with program income generated by housing rehabilitation loan repayments.
•Neighborhood Pride Paint Grants: Grant funds were provided to qualified homeowners to assist with painting the exterior of their residences. Five homeowners were assisted during the reporting period with a total of $22,870 of CDBG funding. Not all funds allocated for the program were utilized; therefore, $1,930 will be reprogrammed.
•Affordable Housing: A significant portion of the City's CDBG funding ($432,766) was allocated to expand the City's supply of affordable housing. During the reporting period, the City issued a Notice of Funding Availability (“NOFA”) to solicit interest and proposals from housing providers. The City Council authorized staff to negotiate an affordable housing agreement with Families Forward for a project to be determined.
City staff anticipates the project will be completed during the FY 2023-2024 reporting period.
•Public Facility Improvements: Prior year projects were underway during the reporting period: improvements at El Toro Park and installation of accessible curb ramps at intersections at street intersections. The Accessible Pedestrian Signals project was delayed due to supply chain Item: 13
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and staffing challenges. CDBG funding utilized for these projects during the reporting period totaled $224,686.
•Program Administration: Staff administered the CDBG program consistent with HUD guidelines, including the following activities: Preparation of the 2023-2024 Annual Action Plan and implementation of the 2022-2023 Annual Action Plan, including financial grant management, sub-recipient program monitoring, environmental reviews, CAPER preparation, and management of HUD's Integrated Disbursement and Information System ("IDIS") for activity and financial reporting. The City is allowed to allocate up to 20 percent of the annual grant funds for program administration. FY 2022-2023 expenditures for this activity totaled $48,534 (7.6 percent of total grant and revolving loan funds).
Several narratives and tables in the CAPER provide summaries of FY 2022-2023 accomplishments; however, Attachment 1 of the CAPER (comprised of two IDIS reports) comprehensively summarizes funding, expenditure, and accomplishments for each CDBG-funded activity.
As previously noted, the City continued to expend CDBG-CV during the FY 2022- 2023 reporting period. These expenditures are summarized below:
•Public Services: During the reporting period, two agencies used CDBG-CV funds to provide rent, utility, and food assistance to households impacted by the COVID-19 pandemic. Additionally, CDBG-CV funding ($58,500) was used to support meals and transportation services for seniors.
Cumulatively, these agencies assisted 522 Lake Forest residents during the reporting period.
•Public Facility Improvements: The City's CDBG-CV funding plan allocated resources to purchase packaged food for seniors and equipment for the Senior Center Clubhouse. Both served to prevent the spread of coronavirus. Subsequent to the April 2022 reallocation of CDBG-CV funds, the Public Works Department began designing the patio cover to expand outdoor recreation and meeting space at the Senior Center Clubhouse. A total of $34,533 was expended during the reporting period.
Significant expenditures to construct the patio cover are expected during FY 2023-2024.
•Program Administration: Administrative resources were required to manage subrecipients, coordinate expenditures with the City's Finance Department, and prepare required reports. A total of $14,183 was utilized during the reporting period for administration. HUD allows up to 20 percent of grant funds for administration (approximately $172,430). To date, the City has utilized $45,691 or 5.3 percent.
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HUD allowed communities to super-fund public service grants in FY 2020-21.
Consequently, the City allocated $168,300 in CDBG funds to three non-profit organizations (Families Forward, Family Assistance Ministries, and South County Outreach) to provide rent and utility assistance to lower-income Lake Forest residents impacted by the COVID-19 pandemic. Two of the three agencies spent super-fund grants in prior report periods. During FY 2022-2023, South County Outreach used $14,841 to assist 290 Lake Forest residents. All super-fund resources have been spent.
Attachment 1 of the CAPER provides comprehensive summaries of funding, expenditure, and accomplishments for each CDBG-CV and super-funded activities.
As HUD regulations require, the City published a notice inviting public review of the CAPER and comments. The required 15-day review period began on September 5, 2023, and concluded on September 19, 2023. As of the writing of this report, the City has not received public comments. Staff will advise the City Council of any comments received following preparation of this report. Staff recommends the City Council adopt the attached resolution approving the FY 2022-2023 CDBG CAPER and authorize staff to submit the report to HUD (Attachment 3).
FISCAL IMPACT:
The recommended action has no fiscal impact.
ATTACHMENTS:
1. FY 2022-23 CDBG Annual Action Plan
2. Draft FY 2022-2023 CDBG CAPER
3. Draft City Council Resolution Approving FY 2022-2023 CDBG CAPER Initiated By: Ron Santos, Senior Planner
Submitted By: Gayle Ackerman, AICP, Director of Community Development Approved By: Debra Rose, City Manager
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ATTACHMENT 1
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2022-2023
May 3, 2022
CDBG
Annual
Action
Plan
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05/03/2022 Annual Action Plan
2022-2023
i
OMB Control No: 2506-0117 (exp. 07/31/2015)
TABLE OF CONTENTS
Executive Summary
AP-05 Executive Summary - 24 CFR 91.200(c), 91.220(b)................................ ................................ ...... 1 PR-05 Lead & Responsible Agencies – 91.200(b) ................................ ................................ .................. 3 AP-10 Consultation – 91.100, 91.200(b), 91.215(l) ................................ ................................ ............... 4 AP-12 Participation – 91.105, 91.200(c) ................................ ................................ ............................. 11 Expected Resources
AP-15 Expected Resources – 91.220(c) (1, 2) ................................ ................................ ...................... 13 Annual Goals and Objectives
AP-20 Annual Goals and Objectives - 91.420, 91.220(c)(3)&(e ) ................................ .......................... 15 AP-35 Projects – 91.220(d) ................................ ................................ ................................ ................. 18 AP-38 Projects Summary................................ ................................ ................................ .................... 19 AP-50 Geographic Distribution – 91.220(f) ................................ ................................ ......................... 27 Affordable Housing
AP-55 Affordable Housing – 91.220(g) ................................ ................................ ............................... 28 AP-60 Public Housing – 91.220(h) ................................ ................................ ................................ ...... 29 AP-65 Homeless and Other Special Needs Activities – 91.220(i) ................................ ......................... 30 AP-75 Barriers to affordable housing – 91.220(j) ................................ ................................ ................ 32 AP-85 Other Actions – 91.220(k) ................................ ................................ ................................ ........ 33 Program Specific Requirements ................................ ................................ ................................ ............. 35
Attachments:
1. Summary of Prior Accomplishments
2. Public Notices and Summary of Public Comments
3. Map – CDBG Low-Moderate Income Areas
4. Analysis of Impediments to Fair Housing Plan
Certifications and SF-424/SF-424D
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1 OMB Control No: 2506-0117 (exp. 07/31/2015)
Executive Summary
AP-05 Executive Summary - 24 CFR 91.200(c), 91.220(b)
1. Introduction
The 2022-2023 Annual Action Plan for the City of Lake Forest satisfies the requirements to receive Community Development Block Grant (CDBG) funds from the U.S. Department of Housing and Urban Development (HUD). The CDBG program was created by the Housing and Community Development Act (HCDA) of 1974. The primary objective of the CDBG program is to develop viable urban communities by providing decent housing, a suitable living environment, and economic opportunities, principally for persons of low- and moderate-income.
Regulations governing the CDBG program require that each activity undertaken with CDBG funds must meet one of the three national objectives:
• Benefit low- and moderate-income persons,
• Aid in the prevention or elimination of slums and blight, or • Meet a community development need having a particular urgency (i.e., federally declared disaster)
As a recipient of CDBG funds, the City must prepare a five-year strategic plan that identifies housing and community needs, prioritizes these needs, and develops a strategic plan to address priority needs. This document is called the Consolidated Plan. The City’s current Consolidated Plan covers the fiscal years of 2020-21 to 2024-25. On an annual basis, the City prepares an expenditure plan that identifies the specific activities the City will undertake with its annual CDBG allocation to meet the priority needs identified in the Consolidated Plan. Fiscal Year (FY) 2022-23 is the third year of the current Consolidated Plan cycle.
HUD has announced funding allocations for FY 2022-23. The City expects it will receive $509,742 in CDBG funds for FY 2022-23. Additionally, $408,621 in prior year funds and program income received during the year will be available for programming.
2. Summarize the objectives and outcomes identified in the Plan The City of Lake Forest City Council approved the 2020-2024 Consolidated Plan in June 2020. The following Consolidated Plan objectives and outcomes were adopted in the plan. Corresponding annual accomplishment goals for FY 2022-23 are also listed below:
• Infrastructure and Facility Improvements: Improve public infrastructure and facilities that benefit 7,500 low- and moderate-income residents. FY 2022-23 Goal: 1 project benefitting 2,633 persons with a disability
• Affordable Housing: Improve or expand the supply of housing affordable to 40 lower-income households. FY 2022-23 Goal: Rehab 10 housing units
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• Public Services: Provide access to public social services for 8,000 low- and moderate-income persons. FY 2022-23 Goal: benefit 1,848 low- and moderate-income residents • Homeless Continuum of Care: Provide access to housing and supportive services for 2,680 persons at risk of becoming homeless or that are homeless. FY 2022-23 Goal: benefit 861 low- and moderate-income residents
• Administration and Planning: Provide CDBG program oversight and coordination and fair housing services to 450 households. FY 2022-23 Goal: No residents assisted (fair housing services funded as a public service)
3. Evaluation of past performance
FY 2021-22 (the current fiscal year) is the second year of the City’s 2020-2024 Consolidated Plan cycle.
Most planned activities will be completed by June 30, 2022. A table that summarizes the City’s Consolidated Plan goals over one year (FY 2020-21) is provided as Attachment 1.
4. Summary of Citizen Participation Process and consultation process City staff encouraged residents and local and regional organizations to prepare the 2022–2023 Annual Action Plan. There were several opportunities for City residents and agencies/organizations to offer input into the Consolidated Plan process, as noted below:
• The City Council held a public hearing on April 5, 2022, to obtain public comments regarding the Annual Action Plan and kick off its 30-day public review period. • A draft of the Consolidated Plan was made available for a 30-day public comment period from March 3 to April 5, 2022.
• The Annual Action Plan is scheduled to be adopted by the City Council on May 3, 2022.
5. Summary of public comments
A summary of comments received can be found in Attachment 2.
6. Summary of comments or views not accepted and the reasons for not accepting them A summary of comments received can be found in Attachment 2.
7. Summary
The Consolidated Plan is a strategic plan that utilizes data and public input to determine priority housing and community needs. The Annual Action Plan is the expenditure plan for using CDBG funds to address identified priorities. The City’s overall objective for the CDBG program is to create a viable community by providing decent housing, a suitable living environment, and economic opportunities, principally for low- and moderate-income persons. To accomplish this objective, the City of Lake Forest will utilize $918,363 in CDBG funds ($509,742 in 2022 funds plus $408,621 in prior year funds) and program income during FY 2022-23 to carry out a variety of eligible activities.
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PR-05 Lead & Responsible Agencies – 91.200(b)
1. Agency/entity responsible for preparing/administering the Consolidated Plan Agency/entity responsible for preparing the Consolidated Plan and those responsible for administration of each grant program and funding source.
Agency Role Name Department/Agency
CDBG Administrator LAKE FOREST Development Services
Table 1 – Responsible Agencies
Narrative (optional)
The Development Services Department is responsible for overseeing the City’s CDBG program, including preparing the Consolidated Plan, Annual Action Plans, and year-end performance reports (Consolidated Annual Performance and Evaluation Report or CAPER).
Consolidated Plan Public Contact Information
Ron Santos, Senior Planner
100 Civic Center Drive, Lake Forest, CA 92630
(949) 461-3449 (phone) / [email protected]
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AP-10 Consultation – 91.100, 91.200(b), 91.215(l)
1. Introduction
The consolidated planning process requires jurisdictions to contact and consult with other public and private agencies when developing the Consolidated Plan. The plan must include a summary of the consultation process, including identifying the agencies that participated in the process. Jurisdictions also are required to summarize their efforts to enhance coordination between public and private agencies.
Provide a concise summary of the jurisdiction’s activities to enhance coordination between public and assisted housing providers and private and governmental health, mental health and service agencies (91.215(l))
To enhance coordination between public and assisted housing providers and private and governmental health, mental health and service agencies, the City of Lake Forest took the following actions:
• The Community Development Department, acting as the lead agency, met with various City departments and consulted with outside agencies to gain input on annual needs, enhance coordination of services, prevent duplication of services, and resolve issues within the interagency institutional structure.
• The City of Lake Forest collaborates with the County to obtain input on assisted housing programs. Specifically, the City works with and supports the Orange County Housing Authority’s (OCHA) administration of the Housing Choice Voucher Program, which provides housing subsidies to qualified lower-income renters. The City’s participation enhances coordination as a member of the OCHA Advisory Committee.
• To strengthen the private sector's housing delivery system, the City encourages private housing developers to include affordable units in multi-family housing developments within Lake Forest. The City will also continue cooperating with local nonprofit housing organizations to identify and provide housing opportunities for lower-income households. • Orange County has a broad spectrum of public and nonprofit social service providers that address the needs of the region’s residents. Through the annual CDBG public service grant funding process, City staff can ascertain the services City residents require (e.g., senior services, youth services, services for the near homeless and those already homeless) and develop partnerships with local agencies to ensure the delivery of quality services. • The City of Lake Forest has an active economic development program that coordinates business activities and employment programs with community organizations such as the Lake Forest Chamber of Commerce and the Orange County One-Stop Center.
Describe coordination with the Continuum of Care and efforts to address the needs of homeless persons (particularly chronically homeless individuals and families, families with children, veterans, and unaccompanied youth) and persons at risk of homelessness.
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Coordination of Orange County’s Continuum of Care (OC-CoC) planning process is led by 2-1-1 Orange County and the OC Community Services Department. This nonprofit-public partnership helps ensure comprehensive, regional coordination of efforts and resources to reduce the number of homeless and persons at risk of homelessness throughout Orange County. This partnership serves as the regional coordinator of the year-round CoC planning process and regional homeless system of care.
The City supports the CoC planning process by providing information regarding the activities it will fund to address local homeless issues. The OC-CoC used this information to prepare the regional application to HUD for Homeless Assistance Grant funds. City staff will also expedite certifications of consistency with the Consolidated Plan and other forms of support for the OC-CoC. The City is also a supporter and participant in the biennial Point-In-Time Survey of the region’s homeless.
Describe consultation with the Continuum(s) of Care that serves the jurisdiction's area in determining how to allocate ESG funds, develop performance standards for and evaluate outcomes of projects and activities assisted by ESG funds, and develop funding, policies and procedures for the operation and administration of HMIS The City is not a recipient of Emergency Solutions Grant (ESG) funds; therefore, it does not help the OC- CoC determine ESG allocations, evaluate the outcomes, or develop policies and procedures for administering the regional Homeless Management Information System (HMIS).
2. Describe Agencies, groups, organizations and others who participated in the process and describe the jurisdiction’s consultations with housing, social service agencies and other entities (see Table 2):
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Table 2 – Agencies, groups, organizations who participated 1 Agency/Group/Organization Orange County Housing Authority Agency/Group/Organization Type PHA
What section of the Plan was addressed by Consultation? Housing Need Assessment Public Housing Needs
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided data regarding households receiving HUD rental assistance and regarding households on the waitlist for housing assistance
2 Agency/Group/Organization 211 Orange County
Agency/Group/Organization Type Regional organization
Planning organization
What section of the Plan was addressed by Consultation? Homeless Needs - Chronically homeless Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Needs - Unaccompanied youth
Homelessness Strategy
Homeless Management Information System (HMIS)
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided data regarding regional homeless, housing/service gaps for homeless, and HMIS management
3 Agency/Group/Organization Fair Housing Council of Orange County Agency/Group/Organization Type Service-Fair Housing
What section of the Plan was addressed by Consultation? Impediments to Fair Housing Item: 13
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Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided data regarding fair housing issues in the community and input on impediments to fair housing - also assisted in developing action steps to address impediments to fair housing
4 Agency/Group/Organization Age Well Senior Services
Agency/Group/Organization Type Services-Elderly Persons What section of the Plan was addressed by Consultation? Housing Need Assessment Non-Homeless Special Needs
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding the housing and service needs of seniors, including homebound seniors
5 Agency/Group/Organization Families Forward
Agency/Group/Organization Type Services - Housing
Services-Homeless
What section of the Plan was addressed by Consultation? Homeless Needs - Families with children Homelessness Strategy
Anti-poverty Strategy
Needs of Low/Mod persons
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding housing and service needs of homeless families and families at risk of becoming homeless
6 Agency/Group/Organization Family Assistance Ministry
Agency/Group/Organization Type Services - Housing
Services-Homeless
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What section of the Plan was addressed by Consultation? Homeless Needs - Families with children Homelessness Needs - Veterans
Homelessness Strategy
Anti-poverty Strategy
Needs of Low/Mod persons
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding housing and service needs of homeless households and households at risk of becoming homeless
7 Agency/Group/Organization South County Outreach
Agency/Group/Organization Type Services - Housing
Services-Homeless
What section of the Plan was addressed by Consultation? Anti-poverty Strategy Needs of Low/Mod persons
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding the needs of lower-income households, specifically, individuals/households at risk of becoming homeless 8 Agency/Group/Organization Camino Health Center
Agency/Group/Organization Type Services-Health
What section of the Plan was addressed by Consultation? Anti-poverty Strategy Needs of Low/Mod persons
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding medical/dental service needs of the community, including homeless individuals
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9 Agency/Group/Organization Mercy House Transitional Living Centers Agency/Group/Organization Type Services - Housing
Services-homeless
What section of the Plan was addressed by Consultation? Homelessness Strategy Homeless Needs - Chronically homeless
Homelessness Needs – Veterans
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding the needs of chronically homeless individuals
10 Agency/Group/Organization Alzheimer’s Orange County
Agency/Group/Organization Type Services-Elderly Persons Services-Persons with Disabilities
What section of the Plan was addressed by Consultation? Non-Homeless Special Needs Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding the service needs of seniors with Alzheimer’s and other forms of dementia and disabilities 11 Agency/Group/Organization County of Orange
Agency/Group/Organization Type Other government - County What section of the Plan was addressed by Consultation? Regional program information Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Various county departments provided information regarding public health, public safety, and housing programs
12 Agency/Group/Organization Vocational Visions
Agency/Group/Organization Type Services-Persons with Disabilities Item: 13
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What section of the Plan was addressed by Consultation? Non-Homeless Special Needs Economic development
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding the needs of adults with developmental disabilities, specifically developing economic opportunities for this special need population.
Identify any Agency Types not consulted and provide rationale for not consulting The City consulted with various agencies serving Lake Forest residents and the region. No agency types were explicitly excluded from the consultation process.
Other local/regional/state/federal planning efforts considered when preparing the Plan Name of Plan Lead Organization How do the goals of your Strategic Plan overlap with the goals of each plan?
Continuum of Care 211-Orange County Addresses issues pertaining to homelessness, including the 2019 Homeless Point-in-Time Survey
5-Year Plan & 1-Year Public Housing
Authority (PHA) Plan Orange County Housing Authority Agency plans and policies related to providing rental assistance for very low-income households
Housing Element City of Lake Forest City policies and goals for the preservation and expansion of the City’s housing stock
Capital Improvement Budget City of Lake Forest Includes a multi-year plan for the use of CDBG funds for capital projects
Analysis of Impediments to Fair Housing Orange County HUD Grantee Cities and the County of Orange
Countywide document that identifies fair housing
impediments within participating cities and outlines
a plan to address issues
Table 3 – Other local / regional / federal planning efforts
Narrative (optional)
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AP-12 Participation – 91.105, 91.200(c)
1. Summary of citizen participation process/Efforts made to broaden citizen participation Summarize citizen participation process and how it impacted goal-setting
The City of Lake Forest offered several opportunities for participation and comment throughout the Annual Action Plan preparation process. The City’s Citizen Participation Plan outlines the City’s process to obtain public participation in developing the Annual Action Plan (AAP) and other facets of the CDBG Program. Action steps include a public hearing before the City Council, a 30-day public review of the Action Plan, and a final City Council meeting to adopt the Action Plan. Public notices and a summary of public comments are provided in Attachment 2.
Citizen Participation Outreach
Sort
Order
Mode of
Outreach
Target of
Outreach
Summary of
response/attendance
Summary of
Comments received
Summary of comments
not accepted and
reasons
URL (If applicable)
1 Internet
Outreach
Nonprofits Notification of
availability of CDBG
funding for FY 22-23
NA NA NA
2 Newspaper Ad
Non-
targeted/broad
community
Notice regarding the
30-day public review
period (3/3/22 to
4/5/22) and 4/5/22
public hearing
See Attachment 2 None NA
3 Public Hearing
Non-
targeted/broad
community
4/5/22 City Council
public hearing to
review the draft
Action Plan and
receive public
comment
See Attachment 2 None NA
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Sort
Order
Mode of
Outreach
Target of
Outreach
Summary of
response/attendance
Summary of
Comments received
Summary of comments
not accepted and
reasons
URL (If applicable)
4 Public
Meeting
Non-
targeted/broad
community
5/3/22 public meeting
to approve FY 22-23
Action Plan and
authorize submission
of the plan to HUD
See Attachment 2 None NA
Table 4 – Citizen Participation Outreach
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Expected Resources
AP-15 Expected Resources – 91.220(c) (1, 2)
Introduction
Fluctuations in annual CDBG allocations make it challenging to determine anticipated resources for five years; however, based on recent allocations, the City expects to receive approximately $500,000 annually in CDBG funding for a five-year total of $2,500,000. The City uses CDBG funds for housing preservation activities, public improvements, public services, and administrative costs.
HUD has announced the City will receive $509,742 in CDBG funds for FY 2022-2023. Additional resources for the year include prior year funds totaling $408,621 and program income received during the fiscal year generated by the repayment of previously funded housing rehabilitation loans. The City anticipates that the County of Orange will continue to administer the federal rental assistance program in Lake Forest, assisting approximately 170 households per year. The City will continue its efforts to leverage CDBG funds with other federal, state, and local funds.
Anticipated Resources
Program Source
of
Funds
Uses of Funds Expected Amount Available Year 3 Expected Amount
Available
Remainder
of ConPlan
$
Narrative Description
Annual
Allocation:
$
Program
Income: $
Prior Year
Resources:
$
Total:
$
CDBG Public-
federal
Acquisition
Admin and
Planning
Economic
Development
Housing
Public
Improvements
Public Services 509,742 0 408,621 918,363 1,000,000
CDBG annual allocation,
prior year funds, and
projected loan
repayments
Table 5 - Expected Resources – Priority Table
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Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how matching requirements will be satisfied
The City has identified other resources that may be available to carry out activities that address the goals of the Consolidated Plan:
• OCHA reports that as of January 2022, 174 Lake Forest households receive rental assistance. The City anticipates that OCHA will provide rental assistance to 170 Lake Forest households during FY 2022-23. • The City does not have an inclusionary housing program; however, the Housing Element indicates the City will encourage developers to include a minimum of 15 percent affordable units within their housing projects. As an alternative, developers may pay an in-lieu fee instead of constructing affordable units within their development. The City will negotiate an agreement with a developer to ensure units are built or collect the in-lieu fee.
CDBG does not require matching funds.
If appropriate, describe publicly owned land or property located within the jurisdiction that may be used to address the needs identified in the plan
The City of Lake Forest Housing Authority holds assets formerly held by the Lake Forest Redevelopment Agency, including a tax-defaulted vacant parcel purchased from the County of Orange (Mamie Thomas Parcel). The City continues its efforts to sell the Mamie Thomas Parcel. The City has also continued to work with developers to identify parcels suitable for development. The City has recently approved a 71-unit apartment project for seniors earning less than 60% of the area median income. Twelve units in the project will serve as supportive housing for formerly homeless seniors with special needs. It is anticipated that the project will be completed in 2023.
Discussion
Funding resources to implement the City’s Consolidated Plan are limited. The City anticipates that fluctuations in CDBG funding will continue.
HUD has begun to invest additional resources into housing assistance vouchers and certificates, and OCHA has aggressively pursued these new resources. The City will support OCHA’s efforts to secure new rental assistance resources. As other resources (e.g., Housing Authority) become available, the City will explore opportunities to expend these funds to support the goals and objectives of the Consolidated Plan.
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Annual Goals and Objectives
AP-20 Annual Goals and Objectives - 91.420, 91.220(c)(3)&(e ) Goals Summary Information
Sort
Order
Goal Name Start
Year
End
Year
Category Geographic
Area
Needs Addressed Funding Goal Outcome Indicator
1 Infrastructure and
Facility
Improvements
2022 2023 Non-Housing
Community
Development
CDBG
Target
Areas
Citywide
Public
Improvements
CDBG:
$49,600
Public Facility or Infrastructure
Activities other than
Low/Moderate Income Housing
Benefit:
1,066 Persons Assisted
2 Housing
Preservation
2022 2023 Affordable Housing Citywide Affordable Housing CDBG:
$690,623
Homeowner Housing
Rehabilitated: 7 Household
Housing Unit
Rental Housing: 1 Unit
3 Public Social
Services
2022 2023 Non-Homeless
Special Needs
Low & Moderate-
income Households
Citywide Public Services CDBG:
$42,225
Public service activities other
than Low/Moderate Income
Housing Benefit: 1,848 Persons
Assisted
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Sort
Order
Goal Name Start
Year
End
Year
Category Geographic
Area
Needs Addressed Funding Goal Outcome Indicator
4 Homeless
Continuum of Care
2022 2023 Homeless Citywide Homeless Support
Services and
Housing
CDBG:
$34,235
Public service activities other
than Low/Moderate Income
Housing Benefit: 873 Persons
Assisted
Homeless Person Overnight
Shelter:
6 Persons Assisted
Homelessness Prevention:
178 Persons Assisted
5 Program
Administration
2022 2023 Administration Citywide Administration and
Planning
CDBG:
$101,680
Other: 1 Other
Table 6 – Goals Summary
Goal Descriptions
1 Goal Name Infrastructure and Facility Improvements
Goal
Description
Improve and expand public infrastructure and facilities that benefit low- and moderate-income neighborhoods and residents
2 Goal Name Housing Preservation
Goal
Description
Loans and grants to improve owner-occupied housing or expand the supply of housing affordable to lower-income households
3 Goal Name Public Social Services
Goal
Description
Provide or improve access to public social services for low- and moderate-income persons and persons with special needs
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4 Goal Name Homeless Continuum of Care
Goal
Description
A continuum of supportive and housing services for the homeless and households at risk of homelessness 5 Goal Name CDBG Program Administration
Goal
Description
CDBG program oversight and coordination, including fair housing services Table 7 – Goal Descriptions
Estimate the number of extremely low-income, low-income, and moderate-income families to whom the jurisdiction will provide affordable housing as defined by HOME 91.215(b):
The City is not a participating jurisdiction in the HUD HOME program; however, an estimated ten households will be assisted with CDBG-funded housing rehabilitation during FY 2022-23. Funds will also support the expansion of affordable housing opportunities.
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AP-35 Projects – 91.220(d)
Introduction
The activities to be undertaken during FY 2022-23 are summarized below. Most activities identified are expected to be completed by June 30, 2023. Due to the delay in approving the federal 2022 budget, the City Council approved the FY 2022-2023 Action Plan with a provision that CDBG funding for activities will be increased or decreased based on the final FY 2022-23 CDBG grant. # Project Name
1 CDBG Administration
2 Housing Rehabilitation Loans
3 Paint Program Grants
4 Affordable Housing
5 Age Well Senior Services
6 Alzheimer’s Orange County
7 Boys & Girls Club
8 Camino Health Center
9 Fair Housing Council of OC
10 Families Forward
11 Assistance Ministry
12 South County Outreach
13 Vocational Visions
14 ADA Sidewalk Curb Ramps Phase 13
Table 8 – Project Information
Describe the reasons for allocation priorities and any obstacles to addressing underserved needs
The City recognizes that special needs populations (i.e., seniors, disabled, and households with extremely low-income) are more likely to become homeless because they have limited income or other issues that require supportive housing or services; therefore, the City considers supportive services a high priority.
The City anticipates that the greatest obstacle to meeting the underserved needs of these special needs populations will be a lack of financial resources for both supportive services and housing. A common need reported by service providers is affordable housing. Increasing rents, and reductions to the Housing Choice Voucher Program and other housing programs, can impact the City's ability to support affordable housing opportunities for extremely low- and very low-income households.
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Projects
AP-38 Projects Summary
Project Summary Information
Table 9 – Project Summary
1 Project Name CDBG Administration
Target Area Citywide
Goals Supported CDBG Program Administration
Needs Addressed Program Administration
Funding CDBG: $101,680
Description CDBG program oversight and coordination
Target Date 6/30/2023
Estimate the number and type of families
that will benefit from the proposed activities
NA
Location Description Citywide
Planned Activities CDBG program oversight and coordination, including public service grant management, preparation of reports, and IDIS management
2 Project Name Housing Rehabilitation Loans
Target Area Citywide
Goals Supported Housing Preservation
Needs Addressed Affordable Housing
Funding CDBG: $233,120 (plus program income received during the year) Description Housing rehabilitation loans for owner-occupied housing units Item: 13
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Target Date 6/30/2023
Estimate the number and type of families
that will benefit from the proposed activities
7 low- and moderate-income households
Location Description Citywide
Planned Activities Loans to rehabilitate owner-occupied housing units funded with entitlement funds and program income received during the year
3 Project Name Paint Program Grants
Target Area Citywide
Goals Supported Housing Preservation
Needs Addressed Affordable Housing
Funding CDBG: $24,800
Description Grants to assist homeowners in painting the exterior of their home Target Date 6/30/2023
Estimate the number and type of families
that will benefit from the proposed activities
5 low- and moderate-income homeowners
Location Description Citywide
Planned Activities Grants to homeowners to paint the exterior of their home 4 Project Name Affordable Housing
Target Area Citywide
Goals Supported Housing Preservation
Needs Addressed Affordable Housing
Funding CDBG: $432,703
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Description Financial support to expand affordable housing opportunities for lower-income households
Target Date 6/30/2023
Estimate the number and type of families
that will benefit from the proposed activities
1 housing unit
Location Description TBD
Planned Activities CDBG funds to assist with expanding affordable housing opportunities for families with children
5 Project Name Age Well Senior Services
Target Area Citywide
Goals Supported Public Services
Needs Addressed Public Services
Funding CDBG: $7,175
Description In-home support services for home-bound seniors Target Date 6/30/2023
Estimate the number and type of families
that will benefit from the proposed activities
20 Seniors and frail elderly
Location Description Citywide
Planned Activities Case management and in-home support services for home-bound seniors and frail elderly
6 Project Name Alzheimer’s Orange County
Target Area Citywide
Goals Supported Public Social Services
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Needs Addressed Public Services
Funding CDBG: $5,000
Description Adult day services
Target Date 6/30/2023
Estimate the number and type of families
that will benefit from the proposed activities
19 seniors and disabled adults
Location Description Citywide
Planned Activities Adult daycare and ancillary services for seniors and adults with Alzheimer’s, other forms of dementia, and disabilities
7 Project Name Boys & Girls Club of Laguna Beach
Target Area Citywide
Goals Supported Public Social Services
Needs Addressed Public Services
Funding CDBG: $5,000
Description Childcare services
Target Date 6/30/2023
Estimate the number and type of families
that will benefit from the proposed activities
60 youths
Location Description 23701 Los Alisos Blvd, Lake Forest – El Toro Park Planned Activities After school and summer recreation and daycare services for youths grades K through 8 8 Project Name Camino Health Center
Target Area Citywide
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Goals Supported Public Social Services
Needs Addressed Public Services
Funding CDBG: $12,620
Description Low-cost medical services
Target Date 6/30/2023
Estimate the number and type of families
that will benefit from the proposed activities
1,650 Individuals
Location Description 22481 Aspan St. Suite A, Lake Forest CA Planned Activities Reduced cost medical services for low- and moderate-income persons 9 Project Name Fair Housing Council of OC
Target Area Citywide
Goals Supported Public Social Services
Needs Addressed Public Services
Funding CDBG: $7,430
Description Fair housing services
Target Date 6/30/2023
Estimate the number and type of families
that will benefit from the proposed activities
228 Individuals (65 households)
Location Description Citywide
Planned Activities Fair housing outreach, education, enforcement services, and enhanced mediation services due to the lifting of the eviction moratorium
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10 Project Name Families Forward
Target Area Citywide
Goals Supported Homeless Continuum of Care
Needs Addressed Homeless Support Services and Housing
Funding CDBG: $10,890
Description Support services for at-risk and homeless families with children Target Date 6/30/2023
Estimate the number and type of families
that will benefit from the proposed activities
23 homeless persons
Location Description Citywide
Planned Activities Case management for homeless families with children and families with children that are at risk of becoming homeless
11 Project Name Family Assistance Ministry
Target Area Citywide
Goals Supported Homeless Continuum of Care
Needs Addressed Homeless Support Services and Housing
Funding CDBG: $6,700
Description Housing and services for households at risk of homelessness or that are homeless Target Date 6/30/2023
Estimate the number and type of families
that will benefit from the proposed activities
1,000 lower-income individuals (850 with support services, 144 with rent or utility assistance, and 6 with emergency or transitional housing) Location Description Citywide
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Planned Activities Case management, food assistance, rental or utility assistance, and case management for households at risk of homelessness or that may be homeless 12 Project Name South County Outreach
Target Area Citywide
Goals Supported Homeless Continuum of Care
Needs Addressed Homeless Support Services and Housing
Funding CDBG: $16,645
Description Homelessness prevention assistance
Target Date 6/30/2023
Estimate the number and type of families
that will benefit from the proposed activities
34 low- and moderate-income persons
Location Description 7 Whatney St. B, Irvine CA
Planned Activities Foodbank services, including case management - services also include emergency rent and utility assistance to prevent eviction or termination of services 13 Project Name Vocational Visions
Target Area Citywide
Goals Supported Public Social Services
Needs Addressed Public Services
Funding CDBG: $5,000
Description Community integration employment services for adults with developmental disabilities Target Date 6/30/2023
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Estimate the number and type of families
that will benefit from the proposed activities
34 adults with developmental disabilities
Location Description 26041 Pala, Mission Viejo CA
Planned Activities Job development for services for adults with developmental disabilities 14 Project Name ADA Sidewalk Curb Ramps Phase 13
Target Area Citywide
Goals Supported Public Improvements and Public Facilities Needs Addressed Non-Housing Community Development
Funding CDBG: $49,600
Description Installation of sidewalk curb ramps that comply with current ADA regulations Target Date 6/30/2024
Estimate the number and type of families
that will benefit from the proposed activities
According to HUD data, 2,633 individuals with a disability reside in the project area – per U.S. Census Bureau, 1,066 individuals with ambulatory difficulty reside in the project area
Location Description City Area 2 – Census Tracts 320.14, 320.16, 524.11, and 524.16 Planned Activities Installation of 6 to 10 sidewalk curb ramps that comply with current ADA regulations
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AP-50 Geographic Distribution – 91.220(f)
Description of the geographic areas of the entitlement (including areas of low-income and minority concentration) where assistance will be directed For FY 2022-23, CDBG funds will support citywide activities for income-eligible or eligible households due to a unique characteristic (e.g., adults with disabilities and seniors) regardless of where they live in Lake Forest. No “area-wide” activities are planned.
Geographic Distribution
Target Area Percentage of Funds
CDBG Target Areas 0
Citywide 100
Table 10 - Geographic Distribution
Rationale for the priorities for allocating investments geographically The City does not explicitly allocate CDBG funds on a geographic basis; instead, funds are allocated to meet lower-income households' needs best regardless of where they reside in the City. The City prioritizes using its CDBG funding to preserve housing that is affordable to lower-income households (via rehabilitation), which helps prevent homelessness or assist those already homeless. These activities are carried out on a citywide basis.
CDBG-funded infrastructure and facility improvements are typically undertaken within Low- and Moderate-Income areas, which have a higher percentage of lower-income residents (see Attachment 3 – map of the City’s CDBG eligible areas). Some infrastructure/facility improvement projects may be undertaken outside Low- and Moderate-Income areas; such projects are typically limited to those that address ADA regulations.
Discussion
CDBG funds will fund programs that serve lower-income Lake Forest residents regardless of where they live. For FY 2022-23, CDBG funds will benefit residents citywide.
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Affordable Housing
AP-55 Affordable Housing – 91.220(g)
Introduction
Although the Consolidated Plan and Action Plan focuses on the community's affordable housing needs, the City's only HUD funding source is CDBG. HUD regulations prohibit the use of CDBG to construct new housing; however, the City will allocate funds to preserve existing housing that is affordable to lower- income homeowners.
One Year Goals for the Number of Households to be Supported Homeless 1
Non-Homeless 10
Special-Needs 0
Total 11
Table 11 - One Year Goals for Affordable Housing by Support Requirement
One Year Goals for the Number of Households Supported Through Rental Assistance 0
The Production of New Units 0
Rehab of Existing Units 10
Acquisition of Existing Units 1
Total 11
Table 12 - One Year Goals for Affordable Housing by Support Type
Discussion
The City's CDBG-funded affordable housing strategy maintains affordable housing stock through housing rehabilitation programs and supporting rental assistance programs like the Housing Choice Voucher (administered by the OCHA). The City anticipates ten homeowners will participate in the City’s housing rehabilitation program, and 170 Lake Forest renter households will receive rental assistance during FY 2022-23. Funds are also allocated to expand the City’s supply of long-term permanent affordable housing opportunities for lower-income households.
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AP-60 Public Housing – 91.220(h)
Introduction
The City of Lake Forest does not own or manage public housing.
Actions planned during the next year to address the needs to public housing Not applicable
Actions to encourage public housing residents to become more involved in management and participate in homeownership
Not applicable
If the PHA is designated as troubled, describe the manner in which financial assistance will be provided or other assistance
Not applicable
Discussion
The City of Lake Forest does not own or operate public housing.
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AP-65 Homeless and Other Special Needs Activities – 91.220(i) Introduction
The City recognizes the importance of assisting the homeless and near-homeless with a continuum of care approach that addresses a homeless person’s immediate shelter needs and provides access to transitional and permanent housing, support services, and employment opportunities to break the cycle of homelessness.
Describe the jurisdictions one-year goals and actions for reducing and ending homelessness including:
Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
The City collaborates and relies on nonprofit partners to reach out to homeless persons (especially unsheltered persons). The City will allocate CDBG funds to three agencies to provide services for homeless individuals. Each agency has an outreach component used to engage and assess clients. In addition, Mercy House will receive non-CDBG funding to support its street outreach and engagement program. The Mercy House Street Outreach Team will partner with the OC Sheriff to implement this program.
Addressing the emergency shelter and transitional housing needs of homeless persons In past years, the City used CDBG funds to assist nonprofits in acquiring eight condominium units located in the community to provide transitional housing. For FY 2022-23, Family Assistance Ministry’s “Housing Program” is recommended for CDBG funding. This program will provide emergency or interim housing for an estimated six individuals (i.e., families with children).
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
The Orange County Continuum of Care coordinates a system that incorporates several evidence-based practices, including a Housing First approach that involves moving persons directly from the streets into permanent housing accompanied by home-based supportive services. This approach has been effective with chronically homeless persons and families.
In past years Lake Forest used CDBG and local funding to expand permanent housing opportunities for the formerly homeless. In 2015, the City’s Housing Authority (former redevelopment agency) sold a four-unit apartment to Families Forward. These units provide permanent housing opportunities for Item: 13
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lower-income households, including formerly homeless families. CDBG funds are allocated in FY 2022-23 to support expanding the City’s permanent affordable housing opportunities supply.
For FY 2022-23, CDBG funding is allocated to Families Forward. Families Forward will utilize funds to provide case management and support services to families residing in affordable housing. This program aims to stabilize at-risk families in stable housing. HUD has also significantly increased the number of rental assistance vouchers for homeless Veterans (i.e., Veterans Affairs Supportive Housing or VASH vouchers). In addition to receiving rental assistance, veterans with a history of severe mental health illness, substance use disorder, or physical disabilities receive case management and appropriate support services from the Department of Veterans Affairs. Currently, 18 VASH vouchers are in place throughout Lake Forest.
Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: 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); or, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs.
For FY 2022-23, the City will allocate CDBG funds to Family Assistance Ministry and South County Outreach for various services to assist the near-homeless and those already homeless. These agencies will also utilize CDBG funds to assist households at risk of eviction or the termination of utilities due to financial hardships. The City will also continue to support regional homeless planning efforts, including the OC CoC’s Discharge Plan, which aims to prevent individuals from leaving institutions such as jails and hospitals from becoming homeless.
Discussion
The programs identified above to address homeless persons' needs indicate that serving the homeless is a complex issue requiring a network of service providers. The City will allocate CDBG resources to support a network of agencies that will address the needs of the community’s homeless and those at risk of becoming homeless.
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AP-75 Barriers to affordable housing – 91.220(j)
Introduction
The City’s Consolidated Plan provides detailed information regarding barriers to affordable housing and actions to overcome these barriers. The actions to address these barriers during FY 2022-23 are summarized below.
Actions it planned 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
Affordable housing development faces several challenges, including the cost of construction, financing, and development regulations. The 2013–2021 Housing Element notes that the City can encourage and facilitate affordable housing through financial assistance, removal of regulatory constraints, and administrative support. It offers the following actions to promote affordable housing production with limited available funding.
• The City will monitor new neighborhood developments for compliance with development agreements that include an Affordable Housing Implementation Plan. • The City will collaborate with affordable housing developers to identify potential sites, write letters of support to help secure governmental and private-sector funding, and offer technical assistance related to applying State density bonus provisions. • Work with developers on a case-by-case basis to provide State-mandated regulatory concessions and incentives to develop affordable and senior housing. State-mandated regulatory concessions and incentives could include but are not limited to density bonuses, parking reductions, fee reductions or deferral, expedited permit processing, and modified or waived development standards.
• If available, provide financial subsidies to help reduce the development cost in exchange for units reserved for lower-income residents.
Discussion
The Consolidated Plan includes an extensive narrative regarding barriers to affordable housing and actions the City can take to mitigate identified obstacles to affordable housing development. As outlined above, the City provides an expedited development review process for affordable housing projects to reduce holding costs and overall development costs. The City has little control over market forces such as the cost of land, building materials, and labor. If resources are available, the City may provide gap financing to help reduce overall development costs as an incentive to develop affordable housing. As outlined above, CDBG funds are allocated to support additional permanent affordable housing opportunities for lower-income households. There are no growth limit initiatives in Lake Forest.
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AP-85 Other Actions – 91.220(k)
Introduction
There are several constraints to meeting low-income residents' needs; the primary obstacle is a lack of adequate funding to address all needs. Demand for services has forced many nonprofits to reduce services when governmental entities also decrease resources. In response to the level of need, the City has maintained its commitment to utilize and leverage resources efficiently and effectively to meet priority community needs.
Actions planned to address obstacles to meeting underserved needs The City recognizes that special needs populations face challenges due to low income and unique life conditions. These individuals are often more likely to become homeless due to these factors. Special needs populations often require unique housing and supportive services. The City considers supportive services and housing for special needs populations a high priority. In FY 2022-23, the City will fund public service agencies that assist underserved populations such as the homeless, seniors, the disabled, and low-income families with children.
Actions planned to foster and maintain affordable housing The City's strategies related to CDBG-funded affordable housing efforts are focused on maintaining the housing stock through its housing rehabilitation programs, supporting rental assistance programs like the Housing Choice Voucher, and helping to ensure individuals have access to housing free of discrimination due to race, gender, disability, and other personal or household characteristics. During FY 2022-23, the City will also provide funding to expand the City’s supply of affordable housing.
Actions planned to reduce lead-based paint hazards
The Residential Lead-Based Paint (LBP) Hazard Reduction Act of 1992 changed the federal strategy for addressing LBP by emphasizing preventing childhood lead poisoning through housing-based approaches.
For example, lead-based paint hazard reduction is an eligible activity in the City’s housing rehabilitation programs.
All application packets for the City’s housing rehabilitation programs include a notice to educate residents about the health dangers of lead and encourage children's screening for elevated blood-lead levels. Additionally, before using federal funds, housing units are screened for lead-based paint. Housing units identified with lead-based paint hazards are treated, so the lead-based paint is abated per current federal requirements. The use of lead-based paint is prohibited in newly constructed units.
Actions planned to reduce the number of poverty-level families The City will leverage limited CDBG funds to address poverty-level families' needs by partnering with nonprofit agencies that focus on these households. Specifically, the City will fund programs that provide safety-net services such as food banks, limited financial assistance to prevent eviction, low-cost medical care, and fair housing education/enforcement services.
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Actions planned to develop institutional structure
The City of Lake Forest will continue efforts to eliminate institutional gaps and enhance the coordination of programs with all community segments. For example, the City will partner with nonprofit entities to deliver public services. City departments will continue to work together to evaluate programs and projects that may be funded in whole or in part with CDBG funds that address priority needs. The City will assist OCHA by participating in the Cities Advisory Committee – a quarterly meeting of cities and OCHA to discuss federal rental housing assistance and general housing issues. As a supporter of the OC- CoC Community Forum, the City will provide information to the regional CoC to prepare the County’s annual Continuum of Care Homeless Assistance grant application. The City will also continue to support the development of the County’s Ten-Year Plan to end chronic homelessness and a regional discharge plan.
Actions planned to enhance coordination between public and private housing and social service agencies
The City will continue to participate in regional coordination of services by participating in the Cities Advisory Committee - the quarterly meeting of cities and OCHA to discuss federal rental housing assistance issues and the OC-Co C Community member Forum. On an annual basis, the City meets with service providers to discuss service needs and ways to improve service to residents. Another example of enhanced coordination is preparing the county-wide Analysis of Impediments to Fair Housing. The City participated in developing this document, which required significant jurisdictional coordination.
Discussion
HUD-funded grant recipients are required to not discriminate in housing or services directly or indirectly based on race, color, religion, sex, national origin, age, familial status, or disability. Grant recipients such as Lake Forest are required to: (1) examine and attempt to alleviate housing discrimination within their jurisdiction; (2) promote fair housing choices for all persons; (3) provide opportunities for all persons to reside in any given housing development, regardless of race, color, religion, sex, disability, familial status, national origin, and other personal or familial attributes; (4) promote housing that is accessible to and usable by persons with disabilities; (5) and comply with the non-discrimination requirements of the Fair Housing Act. HUD encourages jurisdictions to consult with one another and initiate metropolitan- wide area fair housing planning. The Analysis of Impediments (AI) to Fair Housing Choice is the primary document utilized for this purpose. In addition to identifying impediments, a strategy to overcome barriers must be developed and implemented - accomplishments are reported annually. The City participated in developing a county-wide AI, which the City Council adopted in May 2020. A summary of impediments to fair housing and the action steps the City will take during FY 2022-23 are found in Attachment 4.
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Program Specific Requirements
AP-90 Program Specific Requirements – 91.220(l)(1,2,4)
Introduction
The program-specific requirements that apply to the City are those for the CDBG program.
Community Development Block Grant Program (CDBG)
Reference 24 CFR 91.220(l)(1)
Projects planned with all CDBG funds expected to be available during the year are identified in the Projects Table. The following identifies program income that is available for use that is included in projects to be carried out.
1. The total amount of program income that will have been received before the start of the next program year and that has not yet been reprogrammed 0
2. The amount of proceeds from section 108 loan guarantees that will be used during the year to address the priority needs and specific objectives identified in the grantee's strategic plan
0 3. The amount of surplus funds from urban renewal settlements 0
4. The amount of any grant funds returned to the line of credit for which the planned use has not been included in a prior statement or plan. 0
5. The amount of income from float-funded activities 0
Total Program Income 0
Other CDBG Requirements
1. The amount of urgent need activities 0
2. The estimated percentage of CDBG funds that will be used for activities that benefit persons of low- and moderate-income. Overall Benefit - A consecutive period of one, two or three years may be used to determine that a minimum overall benefit of 70% of CDBG funds is used to benefit persons of low and moderate income. Specify the years covered that include this Annual Action Plan.
100.00%
Discussion
The City will meet the 70% low- and moderate-income Overall Benefit requirement for using CDBG funds in the three years of FY 2020, 2021, and 2022.
CDBG funds for FY 2022-23 will be allocated to the abovementioned activities. Community service activities will be qualified as “low- and moderate-income area benefit” or “limited clientele benefit.” Public facility and infrastructure improvements will be qualified under “low- and moderate-income area benefit” or “limited clientele benefit” (e.g., ADA improvements). Housing Rehabilitation and Neighborhood Pride Paint programs will be available citywide to qualified low- and moderate-income homeowners.
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CDBG program income received during FY 2022-23 will be allocated to the City’s Housing Rehabilitation Program (Revolving Loan funds). The City does not have surplus funds from urban renewal settlements, nor does the City have grant funds returned to its line of credit. The City will not undertake float-funded activities; therefore, it does not anticipate program income from this type of activity. Finally, the City does not anticipate undertaking urgent need activities during FY 2022-23, nor will it undertake any actions that may result in the involuntary displacement of businesses or residents.
As indicated above, if available, CDBG program income will be made available to fund additional housing rehabilitation loans. The City anticipates carrying forward $0 in housing rehabilitation funds for housing activities during FY 2022-23.
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Five-Year and One-Year Summary of Accomplishments
Grantee Name: City of Lake Forest
Source of
Funds Year Performance
Indicators
Expected
Number
Actual
Number
Percent
Completed
2020 Housing Units 8 9 112.5%
2021 Housing Units 13 TBD TBD
2022 Housing Units 10
2023 Housing Units
2024 Housing Units
40 9 22.50%
2020 Housing Units 0 0 NA
2021 Housing Units 0 TBD TBD
2022 Housing Units 1
2023 Housing Units
2024 Housing Units
0 0 0.00%
2020 Housing Units 200 192 96.00%
2021 Housing Units 185 TBD TBD
2022 Housing Units 170
2023 Housing Units
2024 Housing Units
200
(Annual Avg)
192
(1 Yr Avg)
96.00%
(1 Yr Avg)
Source of
Funds Year Performance
Indicators
Expected
Number
Actual
Number
Percent
Completed
2020 Individuals 295 276 93.56%
2021 Individuals 1,956 TBD TBD
2022 Individuals 1,848
2023 Individuals
2024 Individuals
8,000 276 3.45%
2020 Projects 0 0 0.00%
2021 Projects 6,754 TBD TBD
2022 Projects 1,066
2023 Projects
2024 Projects
7,500 0 0.00%
Housing Choice Vouchers (Administered by OCHA): Improve or expand the supply of housing affordable to lower-income households Provide or improve access to public social services for low- and moderate-income persons and persons with special needs
5-Yr Con Plan Goal
CDBG
5-Yr Con Plan Goal
CDBG
Decent Housing
CDBG
5-Yr Con Plan Goal
Housing rehabilitation loans and grants to improve or expand the supply of housing affordable to lower-income households HUD
Housing
Vouchers
5-Yr Con Plan Goal
Housing acquisition loans and grants to improve or expand the supply of housing affordable to lower-income households CDBG
5-Yr Con Plan Goal
Improve and expand public infrastructure and facilities that benefit low- and moderate-income neighborhoods and residents
Objective: Housing Preservation
Suitable Living Environment
Objective: Public Social Services
Objective: Infrastructure and Facility Improvements
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Five-Year and One-Year Summary of Accomplishments
Source of
Funds Year Performance
Indicators
Expected
Number
Actual
Number
Percent
Completed
2020 Businesses 80 81 101.25%
2021 Businesses 0 TBD TBD
2022 Businesses 0
2023 Businesses
2024 Businesses
81 NA
Source of
Funds Year Performance
Indicators
Expected
Number
Actual
Number
Percent
Completed
2020 Individuals 2,375 914 38.48%
2021 Individuals 861 TBD TBD
2022 Individuals 1,057
2023 Individuals
2024 Individuals
2,680 914 34.10%
Source of
Funds Year Performance
Indicators
Expected
Number
Actual
Number
Percent
Completed
2020 Year of Admin 0 0 NA
2021 Year of Admin 0 TBD TBD
2022 Year of Admin 0
2023 Year of Admin
2024 Year of Admin
450 0 0.00%
2020 Households 1 1 100.00%
2021 Households 1 TBD TBD
2022 Households 1
2023 Households
2024 Households
5 1 20.00%
CDBG
1. Fair Housing services are funded as a public service versus program administration. At the end of 1 year, 68 households have been assisted.
CDBG
5-Yr Con Plan Goal
CDBG
5-Yr Con Plan Goal
Provide for administration and planning activities to carry out actions that address needs in the Consolidated Plan, including fair housing services to address local impediments to fair housing 1 Provide for administration and planning activities to carry out actions that address needs in the Consolidated Plan
Objective: Economic Opportunities
Economic Opportunity
5-Yr Con Plan Goal
Other
Objective: Administration and Planning
On September 1, 2020, added small business assistance grant for businesses impacted by the Coronavirus (CDBG-CV funding) Provide a continuum of supportive and housing services for the homeless and households at risk of homelessness
5-Yr Con Plan Goal
Continuum of Care
Objective: Homeless Continuum of Care
CDBG-CV
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SUMMARY OF PUBLIC COMMENTS
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PUBLIC NOTICEPUBLIC NOTICEPUBLIC NOTICEPUBLIC NOTICE
CITY OF LAKE FORESTCITY OF LAKE FORESTCITY OF LAKE FORESTCITY OF LAKE FOREST Community Development Block Grant ProgramCommunity Development Block Grant ProgramCommunity Development Block Grant ProgramCommunity Development Block Grant Program 2022-2023 Annual Action Plan2022-2023 Annual Action Plan2022-2023 Annual Action Plan2022-2023 Annual Action Plan 30-DAY PUBLIC REVIEW AND COMMENT PERIOD 30-DAY PUBLIC REVIEW AND COMMENT PERIOD 30-DAY PUBLIC REVIEW AND COMMENT PERIOD 30-DAY PUBLIC REVIEW AND COMMENT PERIOD
AND NOTICE OF PUBLIC HEARINGAND NOTICE OF PUBLIC HEARINGAND NOTICE OF PUBLIC HEARINGAND NOTICE OF PUBLIC HEARING Notice is hereby given that the City of Lake Forest is seeking public input pursuant to the Community Development Block Grant (CDBG) program 20 20-2024 Consolidated Plan – Annual Action Plan for Fiscal Year (FY) 2022-23. Th e primary objective of the CDBG program is the development of viable urban communit ies by providing decent housing, a suitable living environment, and expanding economic opportunities principally for persons of low- and moderate-income (those earning 80 perce nt or less of Orange County’s median income). This funding is provided by the U.S. Depa rtment of Housing and Urban Development (HUD). The scope of eligible activitie s established by HUD ranges from public works improvements to housing rehabilitation and social service programs.
FY 2022-23 Annual Action PlanFY 2022-23 Annual Action PlanFY 2022-23 Annual Action PlanFY 2022-23 Annual Action Plan The Consolidated Plan is a 5-year strategic plan th at identifies priority community needs and projects/programs that may be implemented to me et these needs. The Annual Action Plan outlines the City’s proposed use of CDBG funds for a twelve-month period. As of the date of this notice, HUD has not announced FY 2022- 23 CDBG allocations; however, for planning purposes, the City anticipates it will rec eive $513,700 in CDBG funds from HUD for FY 2022-23. Prior year funds ($408,621) and progra m income will also be available to undertake eligible activities. Based on the estima ted 2022-23 CDBG allocation and other CDBG funding resources, the following activities are proposed:
COMMENT PERIODCOMMENT PERIODCOMMENT PERIODCOMMENT PERIOD A copy of the draft 2022-23 Annual Action Plan is a vailable for review on the City-website:
http://www.lakeforestca.gov/854/Community-Developme nt-Block-Grant . The plan is also available for public review at the following locati on: Lake Forest City Hall at 100 Civic Center Drive.
Written public comments will be accepted from 3/3/2 2 through 4/5/22. Written comments should be submitted no later than 5:00 PM April 5, 2022 to:
City of Lake Forest
Attn: Ron Santos, Senior Planner
100 Civic Center
Lake Forest, CA 92630
All written comments received by the City will be responded to in writing.
CITY COUNCIL PUBLIC HEARING CITY COUNCIL PUBLIC HEARING CITY COUNCIL PUBLIC HEARING CITY COUNCIL PUBLIC HEARING All interested persons are invited to attend the pu blic hearing to discuss the draft 2022-23 Action Plan.
DATE:DATE:DATE:DATE: Tuesday, April 5, 2022
TIME:TIME:TIME:TIME: 6:30 PM, or soon thereafter
LOCATION:LOCATION:LOCATION:LOCATION: Lake Forest City Hall Council Chambers 100 Civic Center, Lake Forest, CA, 92630
Agenda on the Internet:Agenda on the Internet:Agenda on the Internet:Agenda on the Internet: The Agenda of meeting is available on the City web site at https://lakeforestca.gov/129/Agendas . You can access the document on the Friday before the meeting. The meeting will also be livestreamed on the City website.
Agenda Document Review:Agenda Document Review:Agenda Document Review:Agenda Document Review: The full Agenda including all back up information is available at City Hall, 100 Civic Center Drive, Lak e Forest, California, on the Friday before the meeting.
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Agenda Description:Agenda Description:Agenda Description:Agenda Description: The Agenda descriptions are intended to give notic e to members of the public of a general summary of items of busines s to be transacted or discussed. The listed Recommended Action represents staff’s recomm endation. The City Council may take any action which it deems to be appropriate on the agenda item and is not limited in any way by the recommended action.
SPECIAL NOTICE REGARDING PUBLIC ACCESS TO THE MEETI NG ANDSPECIAL NOTICE REGARDING PUBLIC ACCESS TO THE MEETI NG ANDSPECIAL NOTICE REGARDING PUBLIC ACCESS TO THE MEETI NG ANDSPECIAL NOTICE REGARDING PUBLIC ACCESS TO THE MEETI NG AND PUBLIC COMMENT:PUBLIC COMMENT:PUBLIC COMMENT:PUBLIC COMMENT:
ASSEMBLY BILL 361:ASSEMBLY BILL 361:ASSEMBLY BILL 361:ASSEMBLY BILL 361: This meeting will occur in accordance with Governm ent Code section 54953(e) et seq. (“AB 361”) wherein the Cit y of Lake Forest City Council may continue to participate in meetings via teleconference.
PUBLIC PARTICIPATION:PUBLIC PARTICIPATION:PUBLIC PARTICIPATION:PUBLIC PARTICIPATION: In addition to attending in person, pursuant to AB 361 members of the public may access the meeting live o n our website at https://www.lakeforestca.gov/129/Agendashttps://www.lakeforestca.gov/129/Agendashttps://www.lakeforestca.gov/129/Agendashttps://www.lakeforestca.gov/129/Agendas .
PUBLIC COMMENT PRIOR TO THE MEETING:PUBLIC COMMENT PRIOR TO THE MEETING:PUBLIC COMMENT PRIOR TO THE MEETING:PUBLIC COMMENT PRIOR TO THE MEETING: Members of the public may submit email comments to [email protected] . Email comments will be uploaded to the agenda packet and made part of the official public record of the meeting and will not be read at the meeting. To ensure staff reviews all co mments prior to the City Council meeting, please submit email comments no later than 5:00 p.m. the day of the meeting.
PUBLIC COMMENT:PUBLIC COMMENT:PUBLIC COMMENT:PUBLIC COMMENT: Members of the public may provide comments in-pers on at the meeting or remotely. Those wishing to provide comme nts in-person at the meeting will be asked to submit a request to speak to the City Cler k. Those wishing to provide comments remotely may join the meeting online at https://call.lifesizecloud.com/5038350 and enter Passcode 1004# or by phone at (312) 584-2401 and en ter meeting number 5038350# followed by Passcode 1004#.
Any petition for judicial review of a decision of t he Lake Forest City Council is controlled by the statute of limitations provisions set forth in Sections 2.50.010 and 2.50.020 of the Lake Forest Municipal Code (“LFMC”) and Sections 1094.5 and 1094.6 of the California Code of Civil Procedure. Any action or proceeding to attack , review, set aside, or void any decision of the Lake Forest City Council is controlled by Se ction 2.50.010 and Section 2.50.020 of the LFMC.
Any such action or proceeding that seeks judicial r eview of, attacks, or seeks to set aside or void any decision of the Lake Forest City Council s hall be limited to those issues raised at the hearing described in this notice or in written correspondence delivered to the City Clerk, at, or prior to, the public hearing described in th is notice, and must be commenced within the time limits specified in Chapter 2.50 of the LFMC.
/s/Lisa Berglund, MPA
City Clerk
Published Saddleback Valley News | Thursday, March 3, 2022 11520533 Attachment 2
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CITY OF LAKE FOREST CDBG ELIGIBLE AREAS
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ORANGE COUNTY ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE August 6, 2020
REGIONAL PROPOSED AI GOALS AND STRATEGIES
To address the contributing factors described above, the AI plan proposes the following goals and actions:
Regional Goals and Strategies."
Goal 1: Increase the supply of affordable housing in high opportunity areas.1 Strategies:
1. Explore the creation of a new countywide source of affordable housing.
2. Using best practices from other jurisdictions, explore policies and programs that increase the supply of affordable housing, such as linkage fees, housing bonds, inclusionary housing, public land set-aside, community land trusts, transit-oriented development, and expedited permitting and review.
3. Explore providing low-interest loans to single-family homeowners and grants to homeowners with household incomes of up to 80% of the Area Median Income to develop accessory dwelling units with affordability restrictions on their property.
4. Review existing zoning policies and explore zoning changes to facilitate the development of affordable housing.
5. Align zoning codes to conform to recent California affordable housing legislation.
Goal 2: Prevent displacement of low- and moderate-income residents with protected characteristics, including Hispanic residents, Vietnamese residents, other seniors, and people with disabilities.
Strategies:
1. Explore piloting a Right to Counsel Program to ensure legal representation for tenants in landlord-tenant proceedings, including those involving the application of new laws like A.B. 1482.
Goal 3: Increase community integration for persons with disabilities.
Strategies:
1. Conduct targeted outreach and provide tenant application assistance and support to persons with disabilities, including individuals transitioning from institutional settings and individuals who are at risk of institutionalization. As part of that assistance, maintain a housing database accessible to persons with disabilities.
2. Consider adopting the accessibility standards adopted by the City of Los Angeles, which require at least 15 percent of all new units in city-supported Low-Income Housing Tax Credit (LIHTC) projects to be ADA- accessible with at least 4 percent of total units to be accessible for persons with hearing and/or vision disabilities.
1 The term “high opportunity areas” generally means locations where there are economic and social factors and amenities that provide a positive impact on a person’s life outcome. This is described in more detail in Section iii, Disparities in Access to Opportunity.
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Goal 4: Ensure equal access to housing for persons with protected characteristics, who are disproportionately likely to be lower-income and to experience homelessness.
Strategies:
1. Reduce barriers to accessing rental housing by exploring eliminating application fees for voucher holders and encouraging landlords to follow HUD's guidance on the use of criminal backgrounds in screening tenants.
2. Consider incorporating a fair housing equity analysis into the review of significant rezoning proposals and specific plans.
Goal 5: Expand access to opportunities for protected classes.
Strategies:
1. Explore the voluntary adoption of Small Area Fair Market Rents or exception payment standards in order to increase access to higher opportunity areas for Housing Choice Voucher holders.
2. Continue implementing a mobility counseling program that informs Housing Choice Voucher holders about their residential options in higher opportunity areas and provides holistic support to voucher holders seeking to move to higher opportunity areas.
3. Study and make recommendations to improve and expand Orange County's public transportation to ensure that members of protected classes can access jobs in employment centers in Anaheim, Santa Ana, and Irvine.
4. Increase support for fair housing enforcement, education, and outreach.
CITY OF LAKE FOREST PROPOSED AI GOALS AND STRATEGIES
1. In collaboration with the Orange County Housing Authority (OCHA):
a. Attend quarterly OCHA Housing Advisory Committee to enhance the exchange of information regarding the availability, procedures, and policies related to the Housing Assistance Voucher program and regional housing issues.
b. Support OCHA's affirmative fair marketing plan and de-concentration policies by providing five-year and annual PHA plan certifications.
c. In coordination with OCHA and fair housing services provider, conduct landlord education campaign to educate property owners about State law prohibiting discrimination based on household income.
2. Through the City's fair housing contractor:
a. Provide fair housing education and information to apartment managers and homeowner associations on why denial of reasonable modifications/accommodations is unlawful. b. Conduct multi-faceted fair housing outreach to tenants, landlords, property owners, realtors, and property management companies. Methods of outreach may include workshops, informational booths, presentations to community groups, and the distribution of multi-lingual fair housing literature.
c. Provide general fair housing counseling and referrals services to address tenant-landlord issues, and investigate allegations of fair housing discrimination and take appropriate actions to conciliate cases or refer to appropriate authorities.
d. Periodically monitor local newspapers and online media outlets to identify potentially discriminatory housing advertisements.
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e. Include testing/audits within the scope of work with fair housing provider. f. Regularly consult with the City's fair housing contractor on potential strategies for affirmatively furthering fair housing on an ongoing basis.
3. In cooperation with the Orange County Transportation Authority:
a. Provide community education regarding transport services for persons with disabilities. b. Explore bus route options to ensure neighborhoods with a concentration of low-income or protected class populations have access to transportation services.
4. Support local eviction prevention strategies to reduce the number of homeless individuals and families (homelessness prevention services).
5. Prepare a new Housing Element that is compliant with all current State laws and is certified by the California Department of Housing and Community Development.
6. Update zoning ordinance to comply with current State law.
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ATTACHMENT 2
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2022-2023
CITY OF LAKE FOREST
CONSOLIDATED ANNUAL PERFORMANCE
& EVALUATION REPORT
DRAFT AUGUST 29, 2023
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Contents
CR-05 - Goals and Outcomes ................................ ................................ ................................ ................ 1 CR-10 - Racial and Ethnic composition of families assisted ................................ ................................ .... 7 CR-15 - Resources and Investments 91.520(a) ................................ ................................ ...................... 8 CR-20 - Affordable Housing 91.520(b)................................ ................................ ................................ . 11 CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) ................................ 14 CR-30 - Public Housing 91.220(h); 91.320(j) ................................ ................................ ........................ 16 CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j) ................................ ................................ ................. 17 CR-40 - Monitoring 91.220 and 91.230 ................................ ................................ ............................... 20 CR-45 - CDBG 91.520(c) ................................ ................................ ................................ ...................... 22 CR-58 – Section 3 ................................ ................................ ................................ ............................... 22 Attachments
Attachment 1: IDIS Program Reports
• PR03 (Appendix 1): CDBG & CDBG-CV Activity Summary Report (GPR) for Program Year 2022 • PR26 (Appendix 2): CDBG Financial Summary Reports 2022 Attachment 2: Map of CDBG-eligible Census Tract Block Groups Attachment 3: Summary of Fair Housing Impediments and Actions to Address Impediments Attachment 4: Public Notice and Summary of Public Comments
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CAPER 2022-2023 1
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 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 of Lake Forest 2020-2024 Consolidated Plan (ConPlan) established objectives for the City’s Community Development Block Grant (CDBG) program in order to create a viable community by providing decent housing, a suitable living environment, and economic opportunities, principally for persons of low- and moderate-income. The objectives identified in the ConPlan included the following:
1. Rehabilitate the City’s existing single-family housing stock, including mobile homes,
2. Conserve the existing supply of affordable housing,
3. Provide supportive housing and services for the homeless and those at risk of becoming homeless,
4. Provide needed community services and infrastructure improvements benefitting low- and moderate-income persons and those with special needs and
5. Focus on expanding economic opportunities for low- and moderate-income residents.
During Fiscal Year 2022-2023 (FY 22-23), the third year of the five-year ConPlan cycle, the City carried out a variety of activities to address ConPlan objectives, including the following:
• Funding for rehabilitating 22 housing units owned by low- and moderate-income households.
The City also allocated funds to support the expansion or preservation of affordable housing.
During the reporting period, the City Council authorized staff to negotiate an Affordable Housing Agreement with Families Forward to purchase and rehabilitate an existing building and operate the units as long-term permanent affordable housing.
• Funding for a variety of safety net public service grant programs to prevent homelessness and assist lower-income households – 2,840 Lake Forest residents were assisted with FY 22-23 funds • One capital project was completed during the reporting period – El Toro Park/Aliso Creek Fence Replacement. Four capital projects are at various stages of completion: El Toro Park Improvements, Accessible Pedestrian System (APS) crosswalk signal installations, and Phases 13 and 14 of ADA sidewalk curb ramp installation. The City encountered delays with these projects, including supply chain challenges, contractor staffing shortages, and unanticipated increased project costs.
In 2020, HUD awarded the City $862,153 in two rounds of CDBG-Coronavirus (CDBG-CV) funding. The City used Round 1 funding to assist local businesses impacted by the pandemic and to fund three nonprofit agencies that provided rent and utility, food, and case management assistance to Lake Forest households affected by the COVID-19 pandemic. Family Assistance Ministries (FAM) exhausted Round 1 resources during the FY 22-23 reporting period, assisting 177 Lake Forest residents with CDBG-CV resources during the reporting period. The other agencies expended all funds in prior years. In July 2021, the City Council authorized CDBG-CV 3 funding for additional business assistance grants and rent/utility assistance resources for residents impacted by the Coronavirus; however, the inflow of significant Item: 13
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CAPER 2022-2023 2
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 business assistance and residential rental assistance funding from the State of California and the County of Orange prompted the City to reconsider its initial CDBG-CV Round 3 allocation. In April 2022, the City took action to reallocate CDBG-CV funds as part of a substantial amendment. Funds were allocated to support public facility improvements aimed at preventing the spread of the virus among the City’s senior population. Funding was also allocated for senior meal services, homeless outreach, rent/utility assistance, and program administration. These activities were fully implemented during the FY 22-23 report period, assisting 345 Lake Forest residents impacted by the Coronavirus.
In addition to these CDBG-funded activities, the Orange County Housing Authority (OCHA) assisted 170 Lake Forest renter households with a rental assistance voucher or certificate. OCHA is the local public housing authority that administers the HUD rental assistance program in Lake Forest. Attachment 1 - Appendix 1 (IDIS Program Report PR03) summarizes CDBG and CDBG-CV-funded accomplishments for FY 22-23.
Item: 13
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CAPER 2022-2023 3
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 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.
Table 1 - Accomplishments – Program Year & Strategic Plan to Date
GOAL CATEGORY SOURCE /
AMOUNT INDICATOR UNIT OF MEASURE
EXPECTED 5
YR.
STRATEGIC
PLAN
ACTUAL
5 YR.
STRATEGIC
PLAN
5 YR.
PERCENT
COMPLETE
EXPECTED
FY 22-23
PROGRAM
YEAR
ACTUAL
FY 22-23
PROGRAM
YEAR
FY 22-23
PERCENT
COMPLETE
Economic
Opportunities 1
Non-Housing
Community
Development
CDBG: $0 Businesses
assisted Businesses Assisted 50 81 162.00% 0 0 0.00%
Homeless
Continuum of
Care 2
Homeless
CDBG:
$49,076
Public service
activities other
than
Low/Moderate
Income Housing
Benefit
Persons Assisted 2,500 1,376 55.04% 873 428 49.03%
Homeless
Continuum of
Care 2
Homeless
Tenant-based
rental
assistance /
Rapid Rehousing
Households Assisted 50 0 0.00% 0 0 0.00%
Homeless
Continuum of
Care 2
Homeless
Homeless
Person
Overnight
Shelter
Persons Assisted 30 31 103.33% 6 0 0.00%
Homeless
Continuum of
Care 2
Homeless Homelessness
Prevention Persons Assisted 250 25 10.00% 178 10 5.62%
Item: 13
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CAPER 2022-2023 4
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23
GOAL CATEGORY SOURCE /
AMOUNT INDICATOR UNIT OF MEASURE
EXPECTED 5
YR.
STRATEGIC
PLAN
ACTUAL
5 YR.
STRATEGIC
PLAN
5 YR.
PERCENT
COMPLETE
EXPECTED
FY 22-23
PROGRAM
YEAR
ACTUAL
FY 22-23
PROGRAM
YEAR
FY 22-23
PERCENT
COMPLETE
Housing
Preservation
Affordable
Housing
CDBG:
$384,764
Homeowner
Housing
Rehabilitated
Household Housing
Unit 40 47 117.50% 13 22 169.23%
Infrastructure
and Facility
Improvements 3
Non-Housing
Community
Development
CDBG:
$224,686
Public Facility or
Infrastructure
Activities other
than
Low/Moderate
Income Housing
Benefit
Persons Assisted 7,500 5,755 76.73% 0 5,755 %
Program
Administration 4 Administration CDBG:
$48,534 Other Other 450 255 56.67% 75 92 122.67%
Public Social
Services
Non-Homeless
Special Needs
Low &
Moderate-
income
Households
CDBG:
$37,225
Public service
activities other
than
Low/Moderate
Income Housing
Benefit
Persons Assisted 8,000 4,882 61.03% 1,723 2,310 134.07% * Listed Accomplishments and Amount are for CDBG activities only – figures do not include CDBG -CV and CDBG Super Funded activities.
1. Business grants were funded with CDBG -CV during the FY 20-21 reporting period.
2. "Source/Amount" listed represents the total CDBG funds utilized for all Homeless Continuum of Care activities .
3. Five public infrastructure/facility projects were funded/underway during the FY 22 -23 reporting period – 1 project was completed during the reporting period (El Toro Park Fence).
4. Fair Housing services were funded as a public service during the FY 22 -23 reporting period versus administration.
Item: 13
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CAPER 2022-2023 5
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 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.
As summarized above, the City focused CDBG funds on addressing ConPlan priority needs during the reporting period. Consistent with the ConPlan, the City focused public service grant resources on safety net programs for lower-income households. In response to the COVID-19 pandemic, HUD waived the 15% public service cap, which allowed the City to “super-fund” public service grants during FY 20-21.
Most super-funded grants were expended during the FY 20-21 and FY 21-22 reporting periods; however, South County Outreach (SCO) used super-funded CDBG funds during the FY 22-23 reporting period, assisting 290 Lake Forest residents with case management and food bank services.
For FY 22-23, the City addressed ConPlan priorities via the following activities:
• Age Well provides case management services to assess homebound seniors' health and living situation, thus helping seniors remain healthy and housed and avoid costly institutionalization in managed care facilities. During the reporting period, 21 Lake Forest seniors were assisted. • Alzheimer’s Orange County provides reduced-cost daycare services for seniors with Alzheimer’s, dementia, or disabilities; 17 Lake Forest residents were assisted during the reporting period. • Camino Health Center provides reduced-cost medical and pediatric dental care services for lower-income households, including the uninsured and the homeless – 2,244 residents were assisted.
• Fair Housing Council of Orange County provides fair housing outreach, education, and enforcement services for tenants and landlords. The Fair Housing Council assisted 92 Lake Forest households during the reporting period.
• Families Forward provides supportive services to homeless families with children residing in interim or long-term affordable housing – 32 individuals were assisted during the reporting period.
• Family Assistance Ministries provided case management and food to 204 Lake Forest residents, including ten who received rent and utility assistance to prevent eviction or utility service shut- off.
• South County Outreach’s food bank program allowed lower-income households to focus limited financial resources on maintaining housing, thus preventing homelessness – 202 Lake Forest residents benefitted from these services during the reporting period. • Vocational Visions provides various services to adults with intellectual or developmental disabilities. CDBG funding was used to support job placement and coaching services for 28 Lake Forest residents.
The City’s housing rehabilitation program helped preserve and improve the City’s existing stock of owner-occupied housing (including mobile homes) - 17 homeowners received housing rehab assistance during the reporting period. Typical improvements include installing energy-efficient windows, heating/AC systems, plumbing, roofs, flooring, and exterior painting. The City’s Neighborhood Pride Paint program assisted five homeowners. As indicated above, OCHA provided rental assistance to 170 Item: 13
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CAPER 2022-2023 6
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 Lake Forest renter households, including seniors, disabled, homeless, and veteran households. Finally, a significant portion of the City’s CDBG funding is allocated to expand the City’s supply of affordable housing. During the reporting period, the City issued a Notice of Funding Availability (NOFA) to solicit interest and proposals from housing providers. The City Council authorized staff to negotiate an affordable housing agreement with Families Forward for a project to be determined. City staff anticipates completing the project during the FY 23-24 reporting period.
One capital project was completed during the reporting period – El Toro Park/Aliso Creek Fence Replacement. Four capital projects are at various stages of completion: El Toro Park Improvements, Accessible Pedestrian System (APS) crosswalk signal installations, and Phases 13 and 14 of ADA sidewalk curb ramp installation. The City encountered delays with these projects, including supply chain challenges, contractor staffing shortages, and unanticipated increased project costs. A summary of activities underway during FY 22-23 is provided in Attachment 1 - Appendix 1.
As previously detailed, CDBG-CV resources were available during the FY 22-23 reporting period to assist Lake Forest residents who experienced financial hardship due to COVID-19. Five Hundred Twenty-two (522) Lake Forest residents were assisted with CDBG-CV resources during FY 22-23. CDBG-CV accomplishment and expenditure detail is provided in Attachment 1 - Appendix 1.
Item: 13
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CAPER 2022-2023 7
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 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)
Table 2 – Assistance to Racial and Ethnic Populations by Source of Funds
CDBG CDBG-CV
White 2,565 394
Black or African American 42 10
Asian 252 40
American Indian or American Native 13 1
Native Hawaiian or Other Pacific Islander 21 3
Other * 237 74
Total 3,130 522
Hispanic 1,841 210
Not Hispanic 1,289 312
* By default, Table 2 in IDIS excludes “Other” CDBG and all CDBG-CV program beneficiaries. CDBG figures include data from FY 20-21 “Super Funded” public services.
Narrative
According to the U.S. Census Bureau, most Lake Forest residents are racially White – 47.8% (2021 American Community Survey 5-Year Estimates). This same data source reports that 20.5% of City residents are Asian, and 26.9% of the City’s population is Hispanic/Latino – the City’s two most prominent minority populations.
Based on the data from Table 2, approximately 82.0% of CDBG program participants are White; most of these individuals report to be ethnically Hispanic/Latino (58.8%). A closer examination of the accomplishment data from individual activities provides added insight. Among homeless and safety net programs such as housing, food, and medical services, a significant percentage of clients served are lower-income Hispanic/Latino households. This data indicates that these households may be economically unstable and seek assistance to stabilize their living situation. Table 2 also suggests that residents accessing CDBG-CV-funded services were predominately White (75.5%), many of whom are Hispanic (40.2%).
Accomplishment data provided for CDBG and CDBG-CV-funded activities also indicates that most program participants are extremely low-income Lake Forest residents (i.e., individuals with a household income equal to or less than 30% of the County median income). During the FY 22-23 reporting period,
89.3% of CDBG-funded program beneficiaries and 81.2% of CDBG-CV program beneficiaries are extremely low-income.
Item: 13
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CAPER 2022-2023 8
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 CR-15 - Resources and Investments 91.520(a)
Identify the resources made available
Table 3 - Resources Made Available
Source of Funds Source Resources Made
Available
Amount Expended
During Program Year
CDBG CDBG $1,049,472 $744,285.16
Other CDBG-CV $862,153 $458,133.91
Narrative
According to the City’s 2022-2023 Annual Action Plan, the City anticipated utilizing $918,363 in CDBG program resources to address community needs during the reporting period. This amount is comprised of the City’s 2022 CDBG Annual Allocation of $509,742, plus $408,621 in prior year funds. The City anticipated receiving $0 in program income from housing rehabilitation loan repayments; however, the City received $131,109 in program income during the reporting period. As reported in Table 3, the City expended $744,285 in CDBG funds, including program income, during the FY 22-23 reporting period.
During the reporting period, the City did not receive additional CDBG-CV funds but continued to expend its allocation of $862,153 in CDBG-CV funds. Table 3 indicates that through the end of the FY 22-23 reporting period, the City has spent $458,134 in CDBG-CV funds (approximately 53.1% of grant funds).
Initially, HUD required that the City spend 80 percent of CDBG-CV funds within three years and 100 percent in six years; however, on April 18, 2023, HUD published a notice that announced the elimination of the three-year 80 percent expenditure deadline.
IDIS Program Report PR26 (Attachment 1 - Appendix 2) provides a detailed summary of CDBG and CDBG-CV expenditure for the report period.
Identify the geographic distribution and location of investments Table 4 – Geographic Distribution and Location of Investments Target Area
Planned
Percentage of
Allocation
Actual
Percentage of
Allocation
Narrative Description
CDBG Target
Areas 0 18 Census Tract Block Groups identified by HUD
as CDBG-eligible
Citywide 100 82 Citywide activity
Narrative
As reported in Table 4, the City utilized 82% of CDBG funds to address the needs of lower-income Lake Forest residents on a citywide basis. A small percentage of CDBG funds was spent on El Toro Park; El Item: 13
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CAPER 2022-2023 9
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 Toro Park is located within the City’s CDBG Target Area. Attachment 2 provides a map of the City’s CDBG Target Areas. All CDBG-CV funds were spent on a citywide basis.
Item: 13
293
CAPER 2022-2023 10
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 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 City of Lake Forest made every effort to leverage CDBG funds to the greatest extent possible. A total of $80,000 in non-CDBG funds were used to support homeless outreach services during the FY 22-23 reporting period.
There is no match requirement for the CDBG (and CDBG-CV) program.
Item: 13
294
CAPER 2022-2023 11
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 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 5 – Number of Households Provided Affordable Housing Units by Household Type 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 13 22
Number of Special-Needs households to be
provided affordable housing units 0 0
Total 13 22
Table 6 – Number of Households by Type of Housing Support One-Year Goal Actual
Number of households supported through
Rental Assistance 0 0
Number of households supported through
The Production of New Units 0 0
Number of households supported through
Rehab of Existing Units 12 22
Number of households supported through
Acquisition of Existing Units 1 0
Total 13 22
Discuss the difference between goals and outcomes and problems encountered in meeting these goals.
The City exceeded planned housing rehabilitation program goals for the FY 22-23 reporting period. The 2022-2023 Annual Action Plan established a one-year goal to rehabilitate 13 owner-occupied housing units - program staff assisted with rehabilitating 22 units. As previously reported, funding was allocated to support expanding or preserving additional affordable housing; however, the activity will be carried into FY 23-24. OCHA assisted 170 Lake Forest households with rental assistance. (Note: The number of households assisted by OCHA is based on several factors out of the City’s control.) Item: 13
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CAPER 2022-2023 12
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 Discuss how these outcomes will impact future annual action plans.
Even though program staff exceeded planned housing rehabilitation goals during the report period, the program may face future challenges:
1. Increase in mortgage interest rates and home sales prices:
• The repayment of prior CDBG-funded housing rehabilitation loans generates Revolving Loan revenue. A decrease in this funding source and anticipated reductions in future CDBG allocations may reduce the resources available to support future housing activity. • Recent press reports indicate that rising mortgage interest rates and home prices have led many homeowners to rehabilitate their existing homes instead of upgrading to a new home.
This scenario may increase demand for limited CDBG funds allocated for housing rehabilitation.
2. Contractor capacity and supply chain issues:
• The COVID-19 pandemic and other global events continue to stress supply chains across multiple industries. Contractors have reported challenges in obtaining materials such as lumber, concrete, and fixtures, resulting in delays in the beginning and completion of rehabilitation projects. Contractors also reported sharp increases in the price of materials. • Housing Rehabilitation Program staff reports that contractors are very busy; consequently, contractors are not responding to program bid solicitations or requesting additional time to begin and complete projects.
In response to the cost of rehabilitation, the City will consider increasing the current maximum housing rehabilitation loan amount from $30,000 to $50,000; however, it is important to note that an increase in the maximum loan may limit the number of future program participants if sufficient funding is not available.
Approximately 5% of the City’s housing stock are mobile homes; however, many coach owners are lower-income residents with limited sources of income (e.g., social security, disability, pension).
This cohort of homeowners will likely continue to seek City assistance to rehabilitate their homes (e.g., 12 of the 22 housing units rehabilitated during the FY 22-23 reporting period are mobile homes). The number of contractors specializing in mobile home rehabilitation is limited; however, in response to this challenge, the City will continue to appeal to new contractors to participate in the program, including efforts to attract additional minority and women contractors.
Item: 13
296
CAPER 2022-2023 13
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 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 7 – Number of Households Served
Number of Households Served CDBG Actual HOME Actual *
Extremely Low-income 1 0
Low-income 8 0
Moderate-income 8 0
Total 17 0
* The City is not a recipient of HOME funds.
Narrative Information
Table 7 provides information regarding the households that received housing rehabilitation assistance during FY 22-23. OCHA reports that 170 Lake Forest very low-income and extremely low-income renter households received rental assistance during the FY 22-23 reporting period. The City is not a recipient of HOME funds.
Item: 13
297
CAPER 2022-2023 14
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 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
During FY 22-23, Lake Forest did not allocate CDBG funds for homeless outreach. Mercy House provided outreach and engagement services to chronic homeless with an Orange County Sheriff Homeless Liaison Officer's support - Mercy House was funded with non-HUD resources.
Addressing the emergency shelter and transitional housing needs of homeless persons During the FY 22-23 reporting period, the City did not fund emergency shelter or transitional housing programs.
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 The City’s homeless strategy delineated in the ConPlan calls for providing safety net services that help prevent individuals and families from becoming homeless. To this end, during the FY 22-23 reporting period, CDBG funding was allocated to Families Forward, Family Assistance Ministries, and South County Outreach to assist households at risk of becoming homeless. Cumulatively, three agencies provided rent, utility, and food assistance to 10 lower-income Lake Forest residents during the reporting period.
The City also allocated CDBG-CV funds to two agencies, which provided rent, utility, and food assistance to households impacted by the COVID-19 pandemic. Cumulatively, these agencies assisted 124 individuals during the reporting period.
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
As recently as FY 15-16, the City utilized local funds (former redevelopment resources) to acquire residential properties for permanent affordable housing. As reported in the 2015-16 CAPER, the City Item: 13
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CAPER 2022-2023 15
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 sold a four-unit apartment building to Families Forward. Families Forward operates these units as permanent, affordable housing for lower-income households, and these units will remain affordable for lower-income households for a minimum of 55 years. During the reporting period, the City Council authorized staff to negotiate an Affordable Housing Agreement with Families Forward to purchase and rehabilitate an existing building and operate the units as long-term permanent affordable housing. It is anticipated this project will come to fruition during FY 23-24. Additionally, OCHA reports that 170 Lake Forest households were assisted with rental subsidies during the reporting period. This figure includes four disabled Lake Forest homeless households (benefitting from Continuum of Care Program Permanent Supportive Housing Certificates) and 19 homeless, disabled veteran households that benefitted from Veterans Affairs Supportive Housing (VASH) vouchers.
Item: 13
299
CAPER 2022-2023 16
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 CR-30 - Public Housing 91.220(h); 91.320(j)
Actions taken to address the needs of public housing
The City of Lake Forest does not own or manage public housing.
Actions taken to encourage public housing residents to become more involved in management and participate in homeownership
Not applicable.
Actions taken to provide assistance to troubled PHAs
Not applicable.
Item: 13
300
CAPER 2022-2023 17
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 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) The 2022-2023 Annual Action Plan indicated that the City would address affordable housing barriers by providing resources to assist social service agencies that provide fair housing counseling and housing referral services for low- and moderate-income and special needs populations. During FY 22-23, the City provided funds to the Fair Housing Council of Orange County (FHCOC). Services provided by the Council included outreach, education, and fair housing enforcement - 92 households were assisted during the reporting period, addressing 269 issues and disputes related to rental agreements, unlawful detainers, three-day notices, and unit habitability.
The Consolidated Plan and Action Plan also indicated barriers to affordable housing development would be addressed by considering ways to reduce development fees and expedite the entitlement review process. As previously outlined, the City has provided various subsidies to create new affordable housing opportunities for lower-income households. During the reporting period, four affordable housing projects were under construction. These projects benefitted from one or more development incentives available to support affordable housing development. • Mountain View Apartments is located on Raymond Way. The development has 71 apartments for seniors earning less than 60% of the area median income. Twelve units will serve as supportive housing for formerly homeless seniors with special needs. The project will be completed in the Winter of 2023.
• Portola Senior Apartments (located on Portola Oaks Drive) consists of 57 one-bedroom senior apartment units affordable for seniors aged 62 plus earning 50% or less of the area median income. The project will offer amenities and support services to help increase senior residents' financial and housing stability. The project will also be completed in Winter 2023. • The Medows project includes a two-story 65-unit apartment complex comprised of 64 senior affordable units (of which seven will be permanent supportive housing), one market-rate manager’s unit, and associated site improvements. The project is currently under construction.
Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) The City recognizes that special needs populations face challenges due to low income and their particular life situation. Special needs populations (e.g., the disabled and homeless) often require housing accommodations and supportive services. The City prioritizes supportive services and housing for special needs populations. During FY 22-23, the City funded several public service agencies that provide a social safety net to help at-risk households. These services include free or reduced-cost food, healthcare, and daycare services. Alzheimer’s Orange County and Vocational Visions provided services to 45 disabled Lake Forest residents. As outlined in section CR-25 - Homeless and Other Special Needs, Item: 13
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CAPER 2022-2023 18
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 several nonprofit partners provided supportive services to the homeless and those at risk of becoming homeless.
Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) The Residential Lead-Based Paint (LBP) Hazard Reduction Act of 1992 (Title X) changed the federal approach to addressing LBP by emphasizing preventing childhood lead poisoning through housing-based strategies. The City considers lead-based paint hazard reduction as an eligible activity in the City’s housing rehabilitation programs.
All application packets for the City’s housing rehabilitation programs include a notice to educate residents about the health dangers of lead and encourage screening children for elevated blood-lead levels. Additionally, before federal funds are used for housing rehabilitation, all units are screened for lead-based paint hazards. Housing units identified with lead-based paint are treated, so paint hazards are abated per federal requirements.
The use of lead-based paint has been prohibited since 1978. All housing units rehabilitated during FY 22-23 met an exemption allowed under HUD lead-based paint program regulations.
Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) According to data from the U.S. Census Bureau (2021: American Community Survey 5-Year Estimates – Table S1701), approximately 10.4% of Lake Forest residents have incomes below poverty. Specifically,
14.6% of City residents aged 65 and older and 7.1% of children under 18 have a household income below poverty. The Consolidated Plan and Annual Action Plan indicated that the City would support social services and housing activities for households living below the poverty line.
During the FY 22-23 reporting period, low-income seniors were assisted with CDBG-funded in-home support and case management services; these services were provided for free. The City also provided funding to Alzheimer’s Orange County, which provided daycare services for seniors with Alzheimer’s, dementia, or disabilities. The program offers various medical, therapeutic, and social services for lower- income seniors.
Recognizing that poverty-level households may need assistance affording food and health care, the City also provided financial assistance to nonprofits that provide primary health care and food bank services.
Service providers also offered clients career counseling and computer training to help clients develop the skills and knowledge necessary for today’s workplace.
In response to the economic impacts of the COVID-19 pandemic, the City provided significant CDBG-CV resources to help lower-income households maintain housing and utility services. According to FY 22-23 program accomplishment data, 81.2% of CDBG-CV-funded program beneficiaries are extremely low- income individuals.
Actions taken to develop institutional structure. 91.220(k); 91.320(j) Item: 13
302
CAPER 2022-2023 19
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 During FY 22-23, the City continued efforts to eliminate institutional gaps and enhance program coordination with all community segments. For example, the City partnered with nonprofit entities to deliver public services. City departments also continued to collaborate to evaluate projects funded in whole or in part with CDBG funds that address priority needs. The City assisted OCHA by participating in the Cities Advisory Committee – a quarterly meeting of municipal and OCHA staff to discuss federal rental housing assistance and regional housing issues. The City also provided critical information and support for the regional Continuum of Care (CoC) as it prepares the County’s CoC Homeless Assistance grant application for HUD consideration. The City also supported efforts to develop the County’s Ten- Year Plan to end chronic homelessness and a regional discharge plan. Finally, the City coordinated with other Orange County grantees to prepare the 2020-2024 Orange County Analysis of Impediments to Fair Housing for a new five-year cycle.
Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j)
As indicated above, the City participated in regional coordination of services by participating in the quarterly Cities Advisory Committee held by OCHA to discuss federal rental housing assistance and as a member of the Orange County CoC Forum. The City has partnered with local nonprofit housing providers to expand affordable housing opportunities for lower-income households in the past years.
Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) Consolidated Plan regulations require CDBG recipients to (1) examine and attempt to alleviate housing discrimination within their jurisdiction; (2) promote fair housing choice for all persons; (3) provide opportunities for all persons to reside in any given housing development, regardless of race, color, religion, sex, disability, familial status, or national origin; (4) promote housing that is accessible to and usable by persons with disabilities; and (5) comply with the non-discrimination requirements of the Fair Housing Act. HUD encourages jurisdictions to consult with one another and initiate countywide fair housing planning. The Analysis of Impediments to Fair Housing Choice (AI) is the primary document for this purpose. Consistent with HUD’s directive, the City partnered with 19 Orange County jurisdictions to prepare a countywide AI. The AI provides an overview of fair housing impediments throughout Orange County, including Lake Forest. The AI also includes an action plan to address regional and local fair housing impediments. Attachment 3 summarizes the steps the City and the Fair Housing Council of Orange County took to address fair housing impediments during FY 22-23.
Item: 13
303
CAPER 2022-2023 20
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 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
The City’s CDBG monitoring program is designed to provide program staff with information necessary to verify the accuracy of data supplied by sub-recipients, ensure that sub-recipients are carrying out individual activities as described in their contracts, and ensure sub-recipients use appropriate accounting and record-keeping methods as it relates to the use of CDBG funds. Program policies ensure sub-recipients receive training regarding CDBG grant management, including the following topics: 1) review CDBG program goals, objectives, and sub-recipient obligations; 2) review the content of the sub- recipient agreements; and 3) review regulations related to the CDBG program that impact sub-recipients and the implementation of their programs.
On-site monitoring of sub-recipients is conducted biennially unless a program or administrative issues are identified, or the grant recipient is new to CDBG. The City conducted on-site monitoring during the FY 21-22 reporting period. In general, sub-recipients are complying with program requirements. Some programs did not meet planned performance goals. On-site monitoring will be scheduled for FY 23-24.
During the reporting period, program staff worked closely with City departments to ensure CDBG program regulations and other federal requirements were implemented. City departments and public service grant sub-recipients submitted accomplishment reports. Sub-recipients are required to provide documentation to support CDBG reimbursement requests.
The City also made every effort to comply with all CDBG and Consolidated Plan regulations. The City’s Citizen Participation Plan ensures that community input is considered before submitting a substantial amendment or an annual update to HUD. It also allows residents to review and comment on yearly performance. Construction, professional service, and sub-recipient agreements have been prepared to ensure compliance with applicable federal regulations. Additionally, the City has implemented an open procurement process that encourages bidding from minority and women-owned businesses.
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 published a notice in the Saddleback Valley News on September 5, 2023, announcing a 15-day public comment period and City Council meeting to encourage resident participation. The 2022-2023 CAPER was available for public review and comment from September 5, 2023, through September 19, 2023, online and at Lake Forest City Hall, located at 100 Civic Center. The Lake Forest City Council accepted additional public comments at its September 19, 2023, meeting. A copy of this notice and a summary of public comments is provided in Attachment 4.
Item: 13
304
CAPER 2022-2023 21
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 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.
No FY 2022-2023 Action Plan changes were undertaken during the reporting period.
Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants?
No
[BEDI grantees] Describe accomplishments and program outcomes during the last year.
Not applicable
Item: 13
305
CAPER 2022-2023 22
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 CR-58 – Section 3
Identify the number of individuals assisted and the types of assistance provided Total Labor Hours CDBG HOME ESG HOPWA HTF
Total Number of Activities 0 0 0 0 0
Total Labor Hours
Total Section 3 Worker Hours
Total Targeted Section 3 Worker Hours
Table 5 – Total Labor Hours
Qualitative Efforts - Number of Activities by Program CDBG HOME ESG HOPWA HTF Outreach efforts to generate job applicants who are Public Housing Targeted Workers
Outreach efforts to generate job applicants who are Other Funding Targeted Workers.
Direct, on-the job training (including apprenticeships).
Indirect training such as arranging for, contracting for, or paying tuition for, off-site training.
Technical assistance to help Section 3 workers compete for jobs (e.g., resume assistance, coaching).
Outreach efforts to identify and secure bids from Section 3 business concerns.
Technical assistance to help Section 3 business concerns understand and bid on contracts.
Division of contracts into smaller jobs to facilitate participation by Section 3 business concerns.
Provided or connected residents with assistance in seeking employment including: drafting resumes, preparing for interviews, finding job opportunities, connecting residents to job placement services.
Held one or more job fairs.
Provided or connected residents with supportive services that can provide direct services or referrals.
Provided or connected residents with supportive services that provide one or more of the following: work readiness health screenings, interview clothing, uniforms, test fees, transportation.
Assisted residents with finding child care.
Assisted residents to apply for, or attend community college or a four year educational institution.
Assisted residents to apply for, or attend vocational/technical training.
Assisted residents to obtain financial literacy training and/or coaching.
Bonding assistance, guaranties, or other efforts to support viable bids from Section 3 business concerns.
Provided or connected residents with training on computer use or online technologies.
Promoting the use of a business registry designed to create opportunities for disadvantaged and small businesses.
Outreach, engagement, or referrals with the state one-stop system, as designed in Section 121(e)(2) of the Workforce Innovation and Opportunity Act.
Other.
Table 6 – Qualitative Efforts - Number of Activities by Program Item: 13
306
CAPER 2022-2023 23
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8/29/23 Narrative
The City did not undertake activities subject to Section 3 compliance during the FY 22-23 reporting period.
Item: 13
307
02-Sep-2023
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2 - CDBG COMMITTED FUNDS ADJUSTMENT
IDIS Activity:
Project:
0004 - CONVERTED HOPWA ACTIVITIES
PGM Year:
1994
Description:
General Program Administration (21A)
Matrix Code:
Objective:
Outcome:
Open
,
National Objective:
Status:
Location:
01/01/0001
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
PI
Total
Pre-2015
1994
1995
2006
B94MC060584
B95MC060584
B06MC060584
$259,141.28
$0.00
$0.00
$0.00
$371,000.00
$0.00
$172,268.28
$0.00
($284,127.00)
$284,127.00
$0.00
$284,127.00
$543,268.28
$0.00
$543,268.28
Proposed Accomplishments
Number assisted:
Actual Accomplishments
Person
Hispanic
White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Owner
Total
Hispanic
Renter
Total
Hispanic
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Attachment 1 - Appendix 1
Item: 13
308
02-Sep-2023
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0 Total:
Hispanic:
0 0
0 0
0 0
0 0
0 Female-headed Households:
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 Renter
0 Total
0 0
0 0
0 Person
0 Annual Accomplishments
No data returned for this view. This might be because the applied filter excludes all data.
Attachment 1 - Appendix 1
Item: 13
309
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465 - El Toro Park Improvements
IDIS Activity:
Project:
0002 - El Toro Park Improvements
PGM Year:
2019
Description:
Parks, Recreational Facilities (03F)
Matrix Code:
Sustainability
Create suitable living environments
Objective:
Outcome:
Open
24031 Larkwood Ln Lake Forest, CA 92630-5100
National Objective:
LMA
Status:
Location:
CDBG funds for the installation of park improvements.
10/30/2019
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2019
B19MC060584
$91,470.00
$28,670.40
$73,433.40
$91,470.00
$28,670.40
$73,433.40
Proposed Accomplishments
Public Facilities : 1
Total Population in Service Area: 5,755
Census Tract Percent Low / Mod: 67.33
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2019
2020
2021
CDBG funds allocated for park improvements. In May 2020, $39,000 (2019 funds) of project funds were reallocated to activities to support CDBG-CV funded activities. Improvements including upgrading electrical distribution cabinet, park lighting, and installation of security gates at restrooms. Project design and bidding will take place in October/November 2020. It is anticipated that construction will begin in December 2020 and completed in March 2021.
Due to the COVID-19 pandemic, the City reallocated a portion of project funds ($39,000) to support public services and business assistance grants that addressed local impacts of the coronavirus. The reallocation of project funds resulted in a delay as project management staff prioritized park improvements to fit reduced funding. Additionally, the project was delayed due to widespread shortage of labor and products and materials. During the reporting period city staff prepared and circulated bids for components of the project. The project will most likely be underway during the FY 21-22 reporting period.
Pandemic-related delays continued to impact the project - primarily delays in sourcing materials for the project. Tennis courts have been resurfaced. Improvements to be completed include installation of new tennis court lights, upgrade to the electrical distribution cabinet, and installation of security gates at restrooms. It is anticipated that these improvements will be completed in 6 to 8 months.
Attachment 1 - Appendix 1
Item: 13
310
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Years
Accomplishment Narrative
# Benefitting
2022
The project has experienced several delays due to material shortages, shortages of skilled labor for certain trades, and a long lead-time in securing materials. However, several planned park improvements have been completed including tennis court repairs and lighting, and restroom lighting and security gates. Delivery of a new electrical cabinet has been delayed. It is anticipated the project will be completed during the FY 23-24 report period.
Attachment 1 - Appendix 1
Item: 13
311
02-Sep-2023
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477 - Accessible Pedestrian Signals (APS) Installation
IDIS Activity:
Project:
0014 - Accessible Pedestrian Signals (APS)
PGM Year:
2019
Description:
Sidewalks (03L)
Matrix Code:
Availability/accessibility
Create suitable living environments
Objective:
Outcome:
Open
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:
LMC
Status:
Location:
Installation of audible pedestrian signals at various intersections 02/22/2020
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2018
2019
2021
B18MC060584
B19MC060584
B21MC060584
$36,000.00
$0.00
$18,487.31
$10,000.00
$0.00
$0.00
$20,565.00
$0.00
$0.00
$66,565.00
$0.00
$18,487.31
Proposed Accomplishments
People (General) : 300
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
211
White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
659
0 96
0 0
0 0
0 0
147
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Attachment 1 - Appendix 1
Item: 13
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0 0
211
Total:
Hispanic:
0 0
0 0
0 0
0 0
0 0
0 0
902
Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
902
0 902
100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2019
2020
2021
2022
CDBG funds allocated as part of a Substantial Amendment to add Accessible Pedestrian Signals at two intersections. Project design started in March 2020 and completed in April 2020; however, due to COVID-19 Stay-at-Home orders, the project is yet to be awarded. It is anticipated construction will begin and be completed during FY 2020-21.
The original project consisted of APS systems at the intersection of El Toro and Muirlands and Rockfield and Ridge Route. In addition, an ADA ramp was planned to be upgraded at the El Toro and Muirlands intersection. These improvements comprised the $36,000 identified in the program. The City bid the improvements in one package, but received high bids due to the different nature of the APS, electrical work, versus the ADA ramp construction. Due to high bids, the City re-bid the project separating the two components. The APS system was completed by Bear Electrical Solutions, Inc. in the amount of $17,892.50. The ADA ramp was deferred to be complete as part of other ADA ramp improvements to realize better economies of scale. The Activity is complete. The unexpended balance of $27,512.69 ($17,512.69 FY 2018 funds plus $10,000 FY 2019 funds) will be reprogrammed.
The APS system was completed by Bear Electrical Solutions, Inc. in the amount of $17,892.50. The ADA ramp was deferred to be complete as part of other ADA ramp improvements to realize better economies of scale. The Activity is complete. The unexpended balance of $27,512.69 ($17,512.69 FY 2018 funds plus $10,000 FY 2019 funds) may be reprogrammed. According to HUD Exchange data, 902 Lake Forest residents with a disability reside in the project area Census Tract (CT: 052411). According to the U.S. Census, 693 Lake Forest residents, age 18 plus, have hearing, vision and ambulatory difficulties.
On Sept 20, 2022, the City Council allocated an additional $20,565 for this activity. The project continued to experience delays due to long lead- times to receive required equipment. In May 2023, a notice to proceed to purchase equipment only, was issued. Equipment is scheduled to be shipped in August 2023. It is anticipated equipment will be delivered in late August and construction will be completed by October 2023.
Attachment 1 - Appendix 1
Item: 13
313
02-Sep-2023
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Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
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486 - South County Outreach (SF)
IDIS Activity:
Project:
0011 - South County Outreach
PGM Year:
2020
Description:
Food Banks (05W)
Matrix Code:
Affordability
Provide decent affordable housing
Objective:
Outcome:
Open
7 Whatney Irvine, CA 92618-2839
National Objective:
LMC
Status:
Location:
Foodbank and case management services for lower-income individuals, individuals at risk of homelessness, and homeless individuals.
Funds will also be used to prevent evictions and utility shut-off. 03/23/2021
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MC060584
$56,100.00
$14,841.34
$56,099.34
$56,100.00
$14,841.34
$56,099.34
Proposed Accomplishments
People (General) : 2,100
Number assisted:
Actual Accomplishments
Person
Hispanic
0 9
0 3
0 0
3 0
13 0
0 37
351
White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
620
24 68
3 13
3 7
28 0
72 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Attachment 1 - Appendix 1
Item: 13
314
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416
Total:
0 0
0 0
0 0
838
Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
664
74 95
5 838
99.4%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2020
2021
2022
South County Outreach used CDBG funds to support its food bank program which allowed lower-income households to focus limited financial resources on maintaining housing, thus preventing homelessness. A total of 838 Lake Forest residents benefitted from the program during the FY 20-21 reporting period. A grant balance of $15,842.00 remains obligated at the end of the reporting period. This balance will be carried into the new program year as an unliquidated obligation.
South County Outreach used CDBG funds to support its food bank program which allowed lower-income households to focus limited financial resources on maintaining housing, thus preventing homelessness. A total of 18 Lake Forest residents benefitted from the program during the FY 21-22 report period. A grant balance of $14,842.00 remains obligated at the end of the reporting period. This balance will be carried into the new program year as an unliquidated obligation.
South County Outreach continued to use 2020 CDBG funds to support its food bank program which allowed lower-income households to focus limited financial resources on maintaining housing, thus preventing homelessness. A total of 290 Lake Forest residents benefitted from the program during the FY 22-23 report period. The activity is complete. An unspent balance of $0.06 (2020 funds) will be reprogrammed.
Attachment 1 - Appendix 1
Item: 13
315
02-Sep-2023
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Integrated Disbursement and Information System
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490 - CV-Family Assistance Ministries
IDIS Activity:
Project:
0020 - CV-Public Services
PGM Year:
2020
Description:
Subsistence Payment (05Q)
Matrix Code:
Availability/accessibility
Create suitable living environments
Objective:
Outcome:
Completed 6/30/2023 12:00:00 AM
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:
LMC
Status:
Location:
Emergency housing and utility assistance, and food bank services for individuals impacted by the Coronavirus 11/24/2020
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060584
$63,218.00
$4,493.89
$63,218.00
$63,218.00
$4,493.89
$63,218.00
Proposed Accomplishments
People (General) : 125
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
4 0
0 0
0 0
0 42
78 124
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
128
2 7
0 2
4 0
1 0
47 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
191
Attachment 1 - Appendix 1
Item: 13
316
02-Sep-2023
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Page:
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CDBG Activity Summary Report (GPR) for Program Year 2022
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Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
177
21 0
0 198
100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2020
2021
2022
CDBG-CV funds were used to provide case management and rental assistance to help Lake Forest households impacted by the COVID-19 pandemic. A total of 157 individuals were assisted during the FY 20-21 reporting period.
CDBG-CV funds to prevent, prepare for, or respond to local impacts of the COVID-19 pandemic. A total of 54 individuals were assisted with case management, food (food bank), and rent/utility assistance during the FY 21-22 report period, including 6 that benefitted from rent and/or utility assistance. An unexpended balance of $4,493.89 will be carried into FY 22-23 as an unliquidated obligation.
CDBG-CV funds to prevent, prepare for, or respond to local impacts of COVID-19 pandemic. A total of 177 individuals were assisted with case management, food (food bank), and rent/utility assistance during the FY 22-23 report period, including 2 that benefitted from rent and/or utility assistance. The activity is complete.
Attachment 1 - Appendix 1
Item: 13
317
02-Sep-2023
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Office of Community Planning and Development
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CDBG Activity Summary Report (GPR) for Program Year 2022
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491 - CV - South County Outreach
IDIS Activity:
Project:
0020 - CV-Public Services
PGM Year:
2020
Description:
Subsistence Payment (05Q)
Matrix Code:
Availability/accessibility
Create suitable living environments
Objective:
Outcome:
Completed 6/30/2023 12:00:00 AM
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:
LMC
Status:
Location:
Emergency housing and utility assistance, and food bank services for individuals impacted by the Coronavirus 11/24/2020
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060584
$102,388.00
$39,170.00
$102,388.00
$102,388.00
$39,170.00
$102,388.00
Proposed Accomplishments
People (General) : 125
Number assisted:
Actual Accomplishments
Person
Hispanic
0 4
0 1
0 0
0 0
5 0
0 38
138
186
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
221
21 28
1 2
0 8
7 0
64 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
352
Attachment 1 - Appendix 1
Item: 13
318
02-Sep-2023
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Time:
Page:
Office of Community Planning and Development
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CDBG Activity Summary Report (GPR) for Program Year 2022
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Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
261
36 55
0 352
100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2020
2021
2022
CDBG-CV funds were used to provide case management food and rental assistance to help Lake Forest households impacted by the COVID- 19 pandemic. A total of 352 individuals were assisted during the FY 20-21 reporting period.
Unspent CDBG-CV funds carried into FY 21-22. A total of 5 Lake Forest residents were assisted during the FY 21-22 report period - all benefitted from rental assistance and case management. An additional $39,170 in CDBG-CV funds were allocated in April 2022 to provide rent and utility assistance, case management, and other support services to respond to the needs of Lake Forest residents that have been financially impacted by COVID-19. These funds will be available during FY 22-23.
CDBG-CV funds were used to assist 122 Lake Forest residents were assisted during the FY 22-23 report period - all benefitted from rental or utility assistance and case management. The activity is complete.
Attachment 1 - Appendix 1
Item: 13
319
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
13 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
13 of 58
494 - CV - Program Administration
IDIS Activity:
Project:
0023 - CV - Program Administration
PGM Year:
2020
Description:
General Program Administration (21A)
Matrix Code:
Objective:
Outcome:
Open
,
National Objective:
Status:
Location:
CDBG-CV program oversight and coordination
11/24/2020
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060584
$50,114.00
$14,182.98
$45,691.39
$50,114.00
$14,182.98
$45,691.39
Proposed Accomplishments
Number assisted:
Actual Accomplishments
Person
Hispanic
0 White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
Renter
Total
Hispanic
0 0
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Female-headed Households:
0 Attachment 1 - Appendix 1
Item: 13
320
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
14 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
14 of 58
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 Renter
0 Total
0 0
0 0
0 Person
0 Annual Accomplishments
No data returned for this view. This might be because the applied filter excludes all data.
Attachment 1 - Appendix 1
Item: 13
321
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
15 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
15 of 58
506 - ADA Sidewalk Curb Ramps Phase 13
IDIS Activity:
Project:
0012 - ADA Sidewalk Curb Ramps
PGM Year:
2021
Description:
Sidewalks (03L)
Matrix Code:
Availability/accessibility
Create suitable living environments
Objective:
Outcome:
Open
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:
LMC
Status:
Location:
Installation of sidewalk curb ramps that comply with current ADA regulations 01/05/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2019
2020
B19MC060584
B20MC060584
$100,587.26
$55,925.08
$55,925.08
$45,525.42
$0.00
$0.00
$146,112.68
$55,925.08
$55,925.08
Proposed Accomplishments
People (General) : 1,822
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Attachment 1 - Appendix 1
Item: 13
322
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
16 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
16 of 58
0 Total:
0 0
0 0
0 0
0 Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
2022
CDBG funds will be sued to reconstruct existing sidewalk curb ramps to comply with recent ADA requirements. The City encountered delays in starting the project due to pandemic-related staffing challenges. To take advantage of economy of scales, This phase of the City's ADA sidewalk curb ramp program will be combined with the City's FY 22-23 project. Design and engineering was initiated in June 2022. It is anticipated the project will go to bid in January 2023, with construction to begin in April 2023 and completed in June 2023.
The project consists of re-constructing existing sidewalk ramps to comply with recent CA Building Code requirements to comply with ADA regulations. The project was initially advertised in December 2022; however, proposals were much higher than initial engineer project estimates.
In February 2023, the City Council rejection of bids and authorized the re-advertisement of the project with few locations. New bids were recived and opened in April 2023. It is anticipated the construction contract will be awarded and construction will begin during the 2nd Qtr. of FY 23-24.
Attachment 1 - Appendix 1
Item: 13
323
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
17 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
17 of 58
507 - El Toro Park Phase 2 (Park Fence)
IDIS Activity:
Project:
0013 - El Toro Park Phase 2 (Park Fence)
PGM Year:
2021
Description:
Parks, Recreational Facilities (03F)
Matrix Code:
Availability/accessibility
Create suitable living environments
Objective:
Outcome:
Completed 6/30/2023 12:00:00 AM
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:
LMA
Status:
Location:
Replace existing deteriorated fence to provide or enhance public safety 01/05/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MC060584
$103,415.88
$102,970.28
$103,415.88
$103,415.88
$102,970.28
$103,415.88
Proposed Accomplishments
Public Facilities : 1
Total Population in Service Area: 5,755
Census Tract Percent Low / Mod: 67.33
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
2022
CDBG funds will be used to replace deteriorated walking path fence in El Toro Park. The project has experienced delays due to staffing issues.
The project will go to bid in August 2022, with construction to begin in October 2022 and completed by December 2022.
Installation of new post-cable fencing began in November 2022 and was completed in March 2023. The project experienced material sourcing delays and inclement weather. At the conclusion of the project, an over-expenditure of $9,348.45 (2020 funds) was identified. To correct this mistake, $6,062.50 in prior drawn down funding was moved to Act #528 (ADA Ramp Phase 14) and $3,285.95 was moved to Act #517 (Neighborhood Pride Paint Pgrm). The activity is complete; $36,584.12 in unexpended funds ($27,235.67 in 2020 and $9,348.45 in 2021 funds) will be reprogrammed.
Attachment 1 - Appendix 1
Item: 13
324
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
18 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
18 of 58
508 - CV - Mercy House - COVID Street Outreach
IDIS Activity:
Project:
0020 - CV-Public Services
PGM Year:
2020
Description:
Operating Costs of Homeless/AIDS
Patients Programs (03T)
Matrix Code:
Availability/accessibility
Create suitable living environments
Objective:
Outcome:
Canceled 7/24/2023 12:00:00 AM
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective:
LMC
Status:
Location:
CDBG-CV funds to support homeless street outreach services with the goal to prevent the spread of COVID-19 among the homeless. 06/20/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
Yes
Financing
No data returned for this view. This might be because the applied filter excludes all data.
Proposed Accomplishments
People (General) : 1
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Attachment 1 - Appendix 1
Item: 13
325
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
19 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
19 of 58
0 0
0 0
Total:
Asian/Pacific Islander:
Hispanic:
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
2022
Reallocated CDBG-CV funds were committed to this activity in April 2022. Contract for use of these funds will be effective July 1, 2022. No activity to report for the FY 21-22 report period.
CDBG-CV funds were allocated to assist with homeless outreach services. Mercy House encountered issues submitted adequate documentation regarding use of funds. The City identified an alternate funding source for the program; therefore, this activity was cancelled in June 2023. $40,000 in CDBG-CV funds will be reallocated to Act # 511.
Attachment 1 - Appendix 1
Item: 13
326
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
20 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
20 of 58
510 - CV Public Facility Improvement - Senior Center PPE IDIS Activity:
Project:
0024 - CDBG-CV Public Facility Improvements
PGM Year:
2020
Description:
Senior Centers (03A)
Matrix Code:
Availability/accessibility
Create suitable living environments
Objective:
Outcome:
Completed 6/30/2023 12:00:00 AM
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective:
LMC
Status:
Location:
Public facility improvements that respond to and prevent the spread of COVID-19 at the Senior Center.
Improvements include the installation of hand sanitizers and other measures to secure equipment used by Senior Meal service providers to prepare meals. 06/20/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060584
$18,389.88
$14,731.60
$18,389.88
$18,389.88
$14,731.60
$18,389.88
Proposed Accomplishments
Public Facilities : 1
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
3 White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
42 0
10 1
0 0
0 1
0 2
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Attachment 1 - Appendix 1
Item: 13
327
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
21 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
21 of 58
3 Total:
0 0
0 0
0 0
56 Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
16 10
30 0
56 100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
2022
To help prevent the spread of COVID-19, CDBG-CV funds have been allocated to purchase hand sanitizer dispensers and hand sanitizer for the Lake Forest Senior Center. Funds will also be used to purchase cabinets that can be locked to prevent the use of supplies and equipment used by Senior Meals on Wheels program staff. Hand sanitizer and dispensers have been purchased. The city will advertise to purchase the cabinets in July 2022. Due to supply chain issues, there may be a delay in obtaining materials; however, it is anticipated this activity will be complete by February 2023.
All purchases were completed during FY 22-23. A total of 56 Lake Forest seniors benefitted from the purchase of PPE to provide protection against the COVID-19 virus via the purchase of sanitizer and food storage cabinets (for senior meal programs offer through the city's senior center). The activity is complete. An unexpended balance of $26,610.12 in CDBG-CV funds will be reallocated to Act #511.
Attachment 1 - Appendix 1
Item: 13
328
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
22 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
22 of 58
511 - CV Public Facility Improvements - Senior Center Patio Cover IDIS Activity:
Project:
0024 - CDBG-CV Public Facility Improvements
PGM Year:
2020
Description:
Senior Centers (03A)
Matrix Code:
Availability/accessibility
Create suitable living environments
Objective:
Outcome:
Open
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective:
LMC
Status:
Location:
Public facility improvements that respond to and prevent the spread of COVID-19 at the Senior Center.
Improvements include construct a patio cover to create an exterior recreation and activity area that will provide adequate spacing to help prevent the spread of COVID-19 among seniors.
06/20/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060584
$422,503.98
$15,695.00
$22,907.50
$422,503.98
$15,695.00
$22,907.50
Proposed Accomplishments
Public Facilities : 1
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Attachment 1 - Appendix 1
Item: 13
329
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
23 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
23 of 58
0 Total:
0 0
0 0
0 0
0 Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
2022
Reallocated CDBG-CV funds were allocated to this activity in April 2022. The project is in the early stages of design. There is no accomplishment data to report for the FY 21-22 report period.
Project design and engineering were started in Dec 2022 and completed in Mar 2023. Bids were received in April 2023. In June 2023, the city administration reallocated $72,503.98 in CDBG-CV funds to the project ($26,610.12 - Sr Center PPE, $5,893.86 Sr Center Prepackaged Food & $40,000 Mercy House COVID Homeless Outreach). A construction contract was awarded in July 2023. It is anticipated it will take 3 to 4 months to complete the project during the FY 23-24 report period.
Attachment 1 - Appendix 1
Item: 13
330
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
24 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
24 of 58
512 - CV - City of Lake Forest Senior Clubhouse Pre-Packaged Food IDIS Activity:
Project:
0020 - CV-Public Services
PGM Year:
2020
Description:
Senior Services (05A)
Matrix Code:
Availability/accessibility
Create suitable living environments
Objective:
Outcome:
Completed 6/30/2023 12:00:00 AM
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective:
LMC
Status:
Location:
purchase pre-packaged nutritious snacks for Lake Forest seniors with limited income attending Senior Clubhouse activities.
Beginning July 2021, the City began to purchase pre-packed food items to prevent COVID-19 exposure. 06/20/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060584
$4,106.14
$4,106.14
$4,106.14
$4,106.14
$4,106.14
$4,106.14
Proposed Accomplishments
People (General) : 200
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
3 White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
42 0
10 1
0 0
0 1
0 2
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Attachment 1 - Appendix 1
Item: 13
331
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
25 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
25 of 58
3 Total:
0 0
0 0
0 0
56 Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
16 10
30 0
56 100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
2022
Reallocated CDBG-CV funds were allocated to this activity in April 2022. MOU for use of these funds will be effective July 1, 2022. No activity to report for the FY 21-22 report period.
CDBG-CV funds were used to purchase snacks that were available to seniors participating in various activities at the city's senor center. Snacks were pre-packaged to prevent the spread of COVID-19 among program participants. A total of 56 seniors benefitted from the program. The activity is complete. An unexpended balance of $5,893.86 in CDBG-CV funds will be reallocated to Act # 511.
Attachment 1 - Appendix 1
Item: 13
332
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
26 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
26 of 58
513 - CV Age Well Meals on Wheels
IDIS Activity:
Project:
0020 - CV-Public Services
PGM Year:
2020
Description:
Senior Services (05A)
Matrix Code:
Availability/accessibility
Create suitable living environments
Objective:
Outcome:
Completed 6/30/2023 12:00:00 AM
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective:
LMC
Status:
Location:
Funds will assist Age Well Senior Services purchase food for their Meals on Wheels program in response to an increase in service demand from Lake Forest seniors. 06/20/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060584
$25,000.00
$25,000.00
$25,000.00
$25,000.00
$25,000.00
$25,000.00
Proposed Accomplishments
People (General) : 100
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
6 6
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
90 2
16 0
1 0
0 0
0 1
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 110
Attachment 1 - Appendix 1
Item: 13
333
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
27 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
27 of 58
Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
78 20
12 0
110
100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
2022
Reallocated CDBG-CV funds were awarded to this activity in April 2022. Contract for use of these funds will be effective July 1, 2022. No activity to report for the FY 21-22 report period.
CDBG-CV funds allocated to support senior meals on wheels program, which has experienced continuous demand for services since the outset of the COVID-19 pandemic. A total of 110 Lake Forest seniors were assisted by the program during the FY 22-23 report period. The activity is complete.
Attachment 1 - Appendix 1
Item: 13
334
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
28 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
28 of 58
514 - CV Age Well Accessible Van
IDIS Activity:
Project:
0020 - CV-Public Services
PGM Year:
2020
Description:
Senior Services (05A)
Matrix Code:
Availability/accessibility
Create suitable living environments
Objective:
Outcome:
Completed 6/30/2023 12:00:00 AM
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective:
LMC
Status:
Location:
Assist with purchase of ADA-accessible van that provides safe, efficient door-to-door driver-assisted services, transporting seniors to and from a doctor, therapist, and pharmacies, including trips for COVID testing, vaccinations, and booster locations. 06/20/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060584
$33,500.00
$33,500.00
$33,500.00
$33,500.00
$33,500.00
$33,500.00
Proposed Accomplishments
People (General) : 100
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
3 White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
38 1
6 0
0 0
0 0
0 12
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Attachment 1 - Appendix 1
Item: 13
335
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
29 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
29 of 58
3 Total:
0 0
0 0
0 0
57 Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
57 0
0 0
57 100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
2022
Reallocated CDBG-CV funds were awarded to this activity in April 2022. Contract for use of these funds will be effective July 1, 2022. No activity to report for the FY 21-22 report period.
Age Well encountered delays in finding a van to purchase for the program due to supply chain issues. In May 2023, a van was purchased and put into use to transport seniors to and from doctor appointments. The van will allow program staff to transport seniors in a safe and sanitary condition (i.e., fewer seniors in a vehicle) to doctor appointments including COVID-19 vaccines and check-ups. A total of 57 seniors were transported during the FY 22-23 report period.
Attachment 1 - Appendix 1
Item: 13
336
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
30 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
30 of 58
515 - CDBG Administration
IDIS Activity:
Project:
0001 - CDBG Administration
PGM Year:
2022
Description:
General Program Administration (21A)
Matrix Code:
Objective:
Outcome:
Open
,
National Objective:
Status:
Location:
CDBG program oversight and coordination.
Unexpended funds $53,146.46 in 2022 funds will be reprogrammed. 10/28/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2019
2022
B19MC060584
B22MC060584
$5,000.00
$5,000.00
$5,000.00
$96,680.00
$43,533.54
$43,533.54
$101,680.00
$48,533.54
$48,533.54
Proposed Accomplishments
Number assisted:
Actual Accomplishments
Person
Hispanic
White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
Renter
Total
Hispanic
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Attachment 1 - Appendix 1
Item: 13
337
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
31 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
31 of 58
0 Total:
0 0
0 0
0 0
0 Female-headed Households:
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 Renter
0 Total
0 0
0 0
0 Person
0 Annual Accomplishments
No data returned for this view. This might be because the applied filter excludes all data.
Attachment 1 - Appendix 1
Item: 13
338
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
32 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
32 of 58
516 - Housing Rehabilitation Loans
IDIS Activity:
Project:
0002 - Housing Rehabilitation Loans
PGM Year:
2022
Description:
Rehab; Single-Unit Residential (14A)
Matrix Code:
Affordability
Provide decent affordable housing
Objective:
Outcome:
Open
Address Suppressed
National Objective:
LMH
Status:
Location:
Housing rehabilitation loans for owner-occupied housing units 10/28/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
RL
Total
2021
2022
B21MC060584
B22MC060584
$1,580.00
$1,580.00
$1,580.00
$231,540.00
$229,205.26
$229,205.26
$131,109.07
$131,109.07
$131,109.07
$364,229.07
$361,894.33
$361,894.33
Proposed Accomplishments
Housing Units : 7
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Owner
Total
Hispanic
16 2
0 0
1 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 16
0 1
0 0
0 0
0 0
0 0
2 0
0 0
0 0
0 0
0 0
0 Attachment 1 - Appendix 1
Item: 13
339
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
33 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
33 of 58
0 0
0 Total:
Hispanic:
17 2
0 0
0 0
0 0
0 0
17 2
0 Female-headed Households:
4 0
4 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
1 8
8 0
17 100.0%
Renter
0 0
0 0
0 Total
1 8
8 0
17 100.0%
Person
0 0
0 0
0 Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2022
CDBG Entitlement and Revolving Loan funds allocated for housing rehabilitation. A total of 17 homeowners were assisted during the FY 22-23 report period. An unexpended balance of $2,334.74 (2022 funds) will be reprogrammed. The Activity is complete Attachment 1 - Appendix 1
Item: 13
340
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
34 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
34 of 58
517 - Paint Program Grant
IDIS Activity:
Project:
0003 - Paint Program Grants
PGM Year:
2022
Description:
Rehab; Single-Unit Residential (14A)
Matrix Code:
Affordability
Provide decent affordable housing
Objective:
Outcome:
Open
Address Suppressed
National Objective:
LMH
Status:
Location:
Grants to assist homeowners in painting the exterior of their home 10/28/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
2021
B20MC060584
B21MC060584
$3,285.95
$3,285.95
$3,285.95
$21,514.05
$19,584.05
$19,584.05
$24,800.00
$22,870.00
$22,870.00
Proposed Accomplishments
Housing Units : 5
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
4 1
0 0
1 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 4
0 1
0 0
0 0
0 0
0 0
0 1
0 0
0 0
0 0
0 0
0 0
0 Attachment 1 - Appendix 1
Item: 13
341
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
35 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
35 of 58
0 Total:
5 1
0 0
5 1
0 Female-headed Households:
3 0
3 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
1 2
2 0
5 100.0%
Renter
0 0
0 0
0 Total
1 2
2 0
5 100.0%
Person
0 0
0 0
0 Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2022
CDBG funds allocated to provide lower-income homeowners with a grant to assist with painting the exterior of their home. Five homeowners were assisted during the FY 22-23 report period.
On 7-13-23, $3,285.95 in an over-expenditure from Act #507 (2020 funds) was moved to this activity. An unexpended balance of $1,930.00 (2021 funds) will be reprogrammed. The activity is complete.
Attachment 1 - Appendix 1
Item: 13
342
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
36 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
36 of 58
518 - Affordable Housing
IDIS Activity:
Project:
0004 - Affordable Housing
PGM Year:
2022
Description:
Acquisition of Real Property (01)
Matrix Code:
Affordability
Provide decent affordable housing
Objective:
Outcome:
Open
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:
LMH
Status:
Location:
Financial support to expand affordable housing opportunities for lower-income households 10/28/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2021
2022
B21MC060584
B22MC060584
$317,076.31
$0.00
$0.00
$115,626.69
$0.00
$0.00
$432,703.00
$0.00
$0.00
Proposed Accomplishments
Housing Units : 1
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Attachment 1 - Appendix 1
Item: 13
343
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
37 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
37 of 58
0 Total:
0 0
0 0
0 0
0 Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2022
CDBG funds allocated to support the acquisition of housing unit(s) by a local nonprofit affordable housing provider. In January 2023, the City issued a NOFA. In April 2023, the City Council/Housing Authority authorized staff to negotiate with Families Forward, and June 2023, the City Council approved an increase in non-CDBG funds allocated to the project from $1.2 million to $1.4 million. The City is currently continuing to negotiate a final agreement. In the interim, Families Forward will continue to seek a suitable building to purchase. The project will likely be completed during the FY 23-24 report period.
Attachment 1 - Appendix 1
Item: 13
344
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
38 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
38 of 58
519 - Age Well Senior Services
IDIS Activity:
Project:
0005 - Age Well Senior Services
PGM Year:
2022
Description:
Senior Services (05A)
Matrix Code:
Availability/accessibility
Create suitable living environments
Objective:
Outcome:
Completed 6/30/2023 12:00:00 AM
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:
LMC
Status:
Location:
In-home support services for home-bound seniors
11/30/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2022
B22MC060584
$7,175.00
$7,175.00
$7,175.00
$7,175.00
$7,175.00
$7,175.00
Proposed Accomplishments
People (General) : 20
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
2 2
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
21 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 21
Attachment 1 - Appendix 1
Item: 13
345
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
39 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
39 of 58
Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
13 4
4 0
21 100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2022
CDGB funds to support senior in-home case management services. Services provided include well-checks and referrals to services. A total of 21 seniors were assisted during the FY 22-23 report period. The activity is complete.
Attachment 1 - Appendix 1
Item: 13
346
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
40 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
40 of 58
520 - Alzheimers Orange County
IDIS Activity:
Project:
0006 - Alzheimers Orange County
PGM Year:
2022
Description:
Senior Services (05A)
Matrix Code:
Availability/accessibility
Create suitable living environments
Objective:
Outcome:
Completed 6/30/2023 12:00:00 AM
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:
LMC
Status:
Location:
Adult day care services
11/30/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2022
B22MC060584
$5,000.00
$5,000.00
$5,000.00
$5,000.00
$5,000.00
$5,000.00
Proposed Accomplishments
People (General) : 19
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
3 3
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
13 0
4 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 17
Attachment 1 - Appendix 1
Item: 13
347
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
41 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
41 of 58
Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
12 0
5 0
17 100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2022
CDBG funds to support daycare services for seniors with dementia or other disabilities. Services provided include health services, therapeutic activities, and meals. A total of 17 Lake Forest residents were assisted during the FY 22-23 report period. The activity is complete.
Attachment 1 - Appendix 1
Item: 13
348
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
42 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
42 of 58
522 - Camino Health Center
IDIS Activity:
Project:
0008 - Camino Health Center
PGM Year:
2022
Description:
Health Services (05M)
Matrix Code:
Affordability
Create suitable living environments
Objective:
Outcome:
Completed 6/30/2023 12:00:00 AM
22481 Aspan St Ste A Lake Forest, CA 92630-1648
National Objective:
LMC
Status:
Location:
Low-cost medical services
11/30/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2022
B22MC060584
$12,620.00
$12,620.00
$12,620.00
$12,620.00
$12,620.00
$12,620.00
Proposed Accomplishments
People (General) : 1,650
Number assisted:
Actual Accomplishments
Person
Hispanic
0 2
0 9
0 3
0 0
0 0
5 20
1,495
1,534
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
1,980
13 186
13 14
0 0
0 0
38 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
2,244
Attachment 1 - Appendix 1
Item: 13
349
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
43 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
43 of 58
Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
2,068
139
26 11
2,244
99.5%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2022
CDBG funds allocated to support low-cost primary health, behavioral health, and dental services. A total of 2244 Lake Forest residents were assisted during the FY 22-23 report period. The activity is complete.
Attachment 1 - Appendix 1
Item: 13
350
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
44 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
44 of 58
523 - Fair Housing Council of OC
IDIS Activity:
Project:
0009 - Fair Housing Council of OC
PGM Year:
2022
Description:
Fair Housing Activities (if CDBG, then
subject to 15% cap) (05J)
Matrix Code:
Availability/accessibility
Create suitable living environments
Objective:
Outcome:
Completed 6/30/2023 12:00:00 AM
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:
LMC
Status:
Location:
Fair housing services
10/28/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2019
2022
B19MC060584
B22MC060584
$1,439.12
$1,439.12
$1,439.12
$5,990.88
$5,990.88
$5,990.88
$7,430.00
$7,430.00
$7,430.00
Proposed Accomplishments
People (General) : 228
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 13
5 White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
54 5
13 0
2 0
0 0
0 18
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Attachment 1 - Appendix 1
Item: 13
351
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
45 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
45 of 58
18 Total:
0 0
0 0
0 0
92 Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
60 15
7 10
92 89.1%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2022
CDBG funds allocated to support fair housing outreach, education and enforcement services. A total of 92 households were assisted during the FY 22-23 report period. Primary landlord/tenant issues addressed include rental agreements, unlawful detainers, repairs and 3-day notices. No allegations of fair housing laws have been reported. Four allegations of fair housing law violations were reported during the report period. Two allegations were resolved - two cases were open for additional investigation. The activity is complete.
Attachment 1 - Appendix 1
Item: 13
352
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
46 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
46 of 58
524 - Families Forward
IDIS Activity:
Project:
0010 - Families Forward
PGM Year:
2022
Description:
Operating Costs of Homeless/AIDS
Patients Programs (03T)
Matrix Code:
Availability/accessibility
Create suitable living environments
Objective:
Outcome:
Completed 6/30/2023 12:00:00 AM
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:
LMC
Status:
Location:
Support services for at-risk and homeless families with children 11/30/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2022
B22MC060584
$10,890.00
$10,890.00
$10,890.00
$10,890.00
$10,890.00
$10,890.00
Proposed Accomplishments
People (General) : 23
Number assisted:
Actual Accomplishments
Person
Hispanic
0 4
0 0
0 0
0 0
0 0
0 2
8 14
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
13 13
0 0
4 0
0 0
0 2
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 32
Attachment 1 - Appendix 1
Item: 13
353
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
47 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
47 of 58
Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
14 18
0 0
32 100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2022
CDBG funds allocated to support services for families with children that are homeless or at risk of homelessness. A total of 32 Lake Forest residents were assisted during the FY 22-23 report period. The activity is complete.
Attachment 1 - Appendix 1
Item: 13
354
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
48 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
48 of 58
525 - Family Assistance Ministry
IDIS Activity:
Project:
0011 - Family Assistance Ministry
PGM Year:
2022
Description:
Operating Costs of Homeless/AIDS
Patients Programs (03T)
Matrix Code:
Availability/accessibility
Create suitable living environments
Objective:
Outcome:
Completed 6/30/2023 12:00:00 AM
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:
LMC
Status:
Location:
Housing and services for households at risk of homelessness or that are homeless 10/28/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
2022
B20MC060584
B22MC060584
$5,000.00
$5,000.00
$5,000.00
$1,700.00
$1,700.00
$1,700.00
$6,700.00
$6,700.00
$6,700.00
Proposed Accomplishments
People (General) : 1,000
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
4 0
0 0
1 0
0 33
71 White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
144
1 4
0 0
4 8
1 0
42 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Attachment 1 - Appendix 1
Item: 13
355
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
49 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
49 of 58
109
Total:
0 0
0 0
0 0
204
Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
200
4 0
0 204
100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2022
CDBG funds allocated to support a continuum of housing options and supportive service for Lake Forest households at risk of homelessness or that are homeless. A total of 204 Lake Forest residents were assisted during the FY 22-23 report period. Supportive services included workforce development, food, and case management - 10 of assisted residents received rent and/or utility assistance. The activity is complete.
Attachment 1 - Appendix 1
Item: 13
356
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
50 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
50 of 58
526 - South County Outreach
IDIS Activity:
Project:
0012 - South County Outreach
PGM Year:
2022
Description:
Food Banks (05W)
Matrix Code:
Availability/accessibility
Create suitable living environments
Objective:
Outcome:
Completed 6/30/2023 12:00:00 AM
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:
LMC
Status:
Location:
Homelessness prevention assistance
10/28/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2021
2022
B21MC060584
B22MC060584
$4,126.46
$4,126.46
$4,126.46
$12,518.54
$12,518.54
$12,518.54
$16,645.00
$16,645.00
$16,645.00
Proposed Accomplishments
People (General) : 34
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 1
1 0
8 0
0 46
73 White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
115
0 20
0 1
0 5
10 0
51 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Attachment 1 - Appendix 1
Item: 13
357
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
51 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
51 of 58
129
Total:
0 0
0 0
0 0
202
Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
164
31 7
0 202
100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2022
CDBG funds allocated to provide support services for lower-income Lake Forest households. Services include food and case management. A total of 202 Lake Forest residents were assisted during the FY 22-23 report period. The activity is complete.
Attachment 1 - Appendix 1
Item: 13
358
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
52 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
52 of 58
527 - Vocational Visions
IDIS Activity:
Project:
0013 - Vocational Visions
PGM Year:
2022
Description:
Services for Persons with Disabilities
(05B)
Matrix Code:
Availability/accessibility
Create economic opportunities
Objective:
Outcome:
Completed 6/30/2023 12:00:00 AM
26041 Pala Mission Viejo, CA 92691-2705
National Objective:
LMC
Status:
Location:
Community integration employment services for adults with developmental disabilities 11/30/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2022
B22MC060584
$5,000.00
$5,000.00
$5,000.00
$5,000.00
$5,000.00
$5,000.00
Proposed Accomplishments
People (General) : 34
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
1 1
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
21 1
6 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 28
Attachment 1 - Appendix 1
Item: 13
359
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
53 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
53 of 58
Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
28 0
0 0
28 100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2022
CDBG funds allocated to support job development and job training services for Lake Forest adults with developmental disabilities. A total of 28 Lake Forest residents were assisted during the FY 22-23 report period. The activity is complete.
Attachment 1 - Appendix 1
Item: 13
360
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
54 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
54 of 58
528 - ADA Sidewalk Curb Ramps Phase 14
IDIS Activity:
Project:
0014 - ADA Sidewalk Curb Ramps Phase 14
PGM Year:
2022
Description:
Sidewalks (03L)
Matrix Code:
Availability/accessibility
Create suitable living environments
Objective:
Outcome:
Open
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:
LMC
Status:
Location:
Installation of sidewalk curb ramps that comply with current ADA regulations 10/28/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
2021
B20MC060584
B21MC060584
$6,062.50
$6,062.50
$6,062.50
$95,537.50
$31,057.69
$31,057.69
$101,600.00
$37,120.19
$37,120.19
Proposed Accomplishments
People (General) : 2,633
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Attachment 1 - Appendix 1
Item: 13
361
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
55 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
55 of 58
0 Total:
0 0
0 0
0 0
0 Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2022
CDBG funds will be used to reconstruct existing sidewalk curb ramps to comply with recent changes to the CA Building Code and ADA regulations. Due to the increase in the cost to construct new ramps, a portion of funds ($________) has been allocated to ADA Ramps FY 21-22 ADA Ramp project (#506). Funds expended during FY 22-23 were used for project design. Additional CDBG funds for construction will be available via FY 23-24 funding.
On 7-13-23, $6062.50 in an over-expenditure from Act #507 (2020 funds) was moved to this activity.
Attachment 1 - Appendix 1
Item: 13
362
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
56 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
56 of 58
529 - Boys & Girls Club of Laguna Beach
IDIS Activity:
Project:
0007 - Boys & Girls Club of Laguna Beach
PGM Year:
2022
Description:
Child Care Services (05L)
Matrix Code:
Affordability
Create suitable living environments
Objective:
Outcome:
Canceled 6/30/2023 12:00:00 AM
23701 Los Alisos Blvd El Toro Park lake forest, CA 92630 National Objective:
LMC
Status:
Location:
CDBG funds for after school youth recreation and homework services.
The sub-recipient was unable to document that at least 51% of program beneficiaries were lower-income. 11/30/2022
Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus:
No
Financing
No data returned for this view. This might be because the applied filter excludes all data.
Proposed Accomplishments
People (General) : 60
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
11 White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
34 1
1 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Attachment 1 - Appendix 1
Item: 13
363
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
57 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
57 of 58
0 0
0 9
20 Total:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
12 0
0 0
0 0
0 0
0 0
48 Female-headed Households:
0 0
0 Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 7
9 27
43 37.2%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2022
CDBG funds were allocated to support childcare services for lower-income Lake Forest children. A total of 48 individuals were assisted during the 1st Qtr. of the FY 22-23 report period; however, only 37% were CDBG-eligible. The sub-recipient was unable to document that over the year, at least 51% of program beneficiaries were CDBG-eligible. The activity has been cancelled.
Attachment 1 - Appendix 1
Item: 13
364
02-Sep-2023
U.S. Department of Housing and Urban Development
14:36
58 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
LAKE FOREST
Page:
PR03 - LAKE FOREST
58 of 58
$2,822,623.91
$895,164.77
$1,707,708.26
Total Funded Amount:
Total Drawn In Program Year:
Total Drawn Thru Program Year:
Attachment 1 - Appendix 1
Item: 13
365
PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE:
1 14:39
09-02-23
Program Year 2022
LAKE FOREST , CA
Metrics
Grantee
Program Year
PART I: SUMMARY OF CDBG RESOURCES
01 UNEXPENDED CDBG FUNDS AT END OF PREVIOUS PROGRAM YEAR 02 ENTITLEMENT GRANT
03 SURPLUS URBAN RENEWAL
04 SECTION 108 GUARANTEED LOAN FUNDS
05 CURRENT YEAR PROGRAM INCOME
05a CURRENT YEAR SECTION 108 PROGRAM INCOME (FOR SI TYPE) 06 FUNDS RETURNED TO THE LINE-OF-CREDIT
06a FUNDS RETURNED TO THE LOCAL CDBG ACCOUNT
07 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE
08 TOTAL AVAILABLE (SUM, LINES 01-07)
PART II: SUMMARY OF CDBG EXPENDITURES
09 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT SUBJECT TO LOW/MOD BENEFIT 11 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 09 + LINE 10) 12 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
13 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS
14 ADJUSTMENT TO COMPUTE TOTAL EXPENDITURES
15 TOTAL EXPENDITURES (SUM, LINES 11-14)
16 UNEXPENDED BALANCE (LINE 08 - LINE 15)
PART III: LOWMOD BENEFIT THIS REPORTING PERIOD
17 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS
18 EXPENDED FOR LOW/MOD MULTI-UNIT HOUSING
19 DISBURSED FOR OTHER LOW/MOD ACTIVITIES
20 ADJUSTMENT TO COMPUTE TOTAL LOW/MOD CREDIT
21 TOTAL LOW/MOD CREDIT (SUM, LINES 17-20)
22 PERCENT LOW/MOD CREDIT (LINE 21/LINE 11)
LOW/MOD BENEFIT FOR MULTI-YEAR CERTIFICATIONS
23 PROGRAM YEARS(PY) COVERED IN CERTIFICATION
24 CUMULATIVE NET EXPENDITURES SUBJECT TO LOW/MOD BENEFIT CALCULATION 25 CUMULATIVE EXPENDITURES BENEFITING LOW/MOD PERSONS
26 PERCENT BENEFIT TO LOW/MOD PERSONS (LINE 25/LINE 24) PART IV: PUBLIC SERVICE (PS) CAP CALCULATIONS
27 DISBURSED IN IDIS FOR PUBLIC SERVICES
28 PS UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 29 PS UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 30 ADJUSTMENT TO COMPUTE TOTAL PS OBLIGATIONS
31 TOTAL PS OBLIGATIONS (LINE 27 + LINE 28 - LINE 29 + LINE 30) 32 ENTITLEMENT GRANT
33 PRIOR YEAR PROGRAM INCOME
34 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PS CAP
35 TOTAL SUBJECT TO PS CAP (SUM, LINES 32-34)
36 PERCENT FUNDS OBLIGATED FOR PS ACTIVITIES (LINE 31/LINE 35) PART V: PLANNING AND ADMINISTRATION (PA) CAP
37 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
38 PA UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 39 PA UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 40 ADJUSTMENT TO COMPUTE TOTAL PA OBLIGATIONS
41 TOTAL PA OBLIGATIONS (LINE 37 + LINE 38 - LINE 39 +LINE 40) 42 ENTITLEMENT GRANT
43 CURRENT YEAR PROGRAM INCOME
44 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PA CAP
45 TOTAL SUBJECT TO PA CAP (SUM, LINES 42-44)
46 PERCENT FUNDS OBLIGATED FOR PA ACTIVITIES (LINE 41/LINE 45)
LAKE FOREST , CA
2,022.00
855,915.66
509,742.00
0.00 0.00
131,109.07
0.00 0.00
0.00 0.00
1,496,766.73
695,751.62
0.00 695,751.62
48,533.54
0.00 0.00
744,285.16
752,481.57
0.00 0.00
695,751.62
0.00 695,751.62
100.00%
PY: 2020 PY: 2021 PY: 2022
1,543,402.73
1,543,402.73
100.00%
86,301.34
0.00 14,842.20
0.00 71,459.14
509,742.00
87,510.00
0.00 597,252.00
11.96%
48,533.54
0.00 0.00
0.00 48,533.54
509,742.00
131,109.07
0.00 640,851.07
7.57%
Attachment 1 - Appendix 2
1 of 8
Item: 13
366
PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE:
2 14:39
09-02-23
Program Year 2022
LAKE FOREST , CA
LINE 17 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 17 No data returned for this view. This might be because the applied filter excludes all data.
LINE 18 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 18 No data returned for this view. This might be because the applied filter excludes all data.
LINE 19 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 19 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number
Activity Name
Matrix
Code
National
Objective
Drawn Amount
2019
2019
2021
2021
2021
2021
2021
2021
2021
2021
2021
2021
2021
2021
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2 2
13 13
13 13
13 12
12 12
12 12
12 12
14 14
14 10
10 10
10 11
11 5
5 5
5 6
6 6
6 13
13 13
13 9
9 9
9 8
8 8
8 465
465
507
507
507
507
507
506
506
506
506
506
506
506
528
528
528
524
524
524
524
525
525
519
519
519
519
520
520
520
520
527
527
527
527
523
523
523
523
522
522
522
522
6728167
6805107
6728167
6734838
6745511
6761654
6770655
6697391
6728167
6734838
6745511
6761654
6795373
6805107
6745511
6761654
6805107
6713173
6745511
6795373
6805107
6713173
6745511
6713173
6745511
6795373
6805107
6707736
6713173
6745511
6795373
6713173
6745511
6795373
6805107
6713173
6745511
6795373
6805107
6713173
6745511
6795373
6805107
El Toro Park Improvements
El Toro Park Improvements
El Toro Park Phase 2 (Park Fence)
El Toro Park Phase 2 (Park Fence)
El Toro Park Phase 2 (Park Fence)
El Toro Park Phase 2 (Park Fence)
El Toro Park Phase 2 (Park Fence)
ADA Sidewalk Curb Ramps Phase 13
ADA Sidewalk Curb Ramps Phase 13
ADA Sidewalk Curb Ramps Phase 13
ADA Sidewalk Curb Ramps Phase 13
ADA Sidewalk Curb Ramps Phase 13
ADA Sidewalk Curb Ramps Phase 13
ADA Sidewalk Curb Ramps Phase 13
ADA Sidewalk Curb Ramps Phase 14
ADA Sidewalk Curb Ramps Phase 14
ADA Sidewalk Curb Ramps Phase 14
Families Forward
Families Forward
Families Forward
Families Forward
Family Assistance Ministry
Family Assistance Ministry
Age Well Senior Services
Age Well Senior Services
Age Well Senior Services
Age Well Senior Services
Alzheimers Orange County
Alzheimers Orange County
Alzheimers Orange County
Alzheimers Orange County
Vocational Visions
Vocational Visions
Vocational Visions
Vocational Visions
Fair Housing Council of OC
Fair Housing Council of OC
Fair Housing Council of OC
Fair Housing Council of OC
Camino Health Center
Camino Health Center
Camino Health Center
Camino Health Center
03F
03F
03F
03F
03F
03F
03F
03F
03L
03L
03L
03L
03L
03L
03L
03L
03L
03L
03L
03T
03T
03T
03T
03T
03T
03T
05A
05A
05A
05A
05A
05A
05A
05A
05A
05B
05B
05B
05B
05B
05J
05J
05J
05J
05J
05M
05M
05M
05M
LMA
LMA
LMA
LMA
LMA
LMA
LMA
Matrix Code 03F
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
Matrix Code 03L
LMC
LMC
LMC
LMC
LMC
LMC
Matrix Code 03T
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
Matrix Code 05A
LMC
LMC
LMC
LMC
Matrix Code 05B
LMC
LMC
LMC
LMC
Matrix Code 05J
LMC
LMC
LMC
LMC
$2,500.00
$26,170.40
$25,210.00
$137.33
$29,093.00
$44,145.66
$4,384.29
$131,640.68
$25,340.45
$10,059.28
$8,978.69
$8,737.76
$2,026.90
$290.00
$492.00
$1,687.13
$32,234.31
$3,198.75
$93,045.27
$1,495.96
$3,212.14
$2,746.39
$3,435.51
$5,090.69
$1,609.31
$17,590.00
$1,800.00
$1,800.00
$1,800.00
$1,775.00
$1,250.00
$1,250.00
$1,250.00
$1,250.00
$12,175.00
$1,250.00
$1,250.00
$1,250.00
$1,250.00
$5,000.00
$2,050.00
$2,493.60
$1,443.20
$1,443.20
$7,430.00
$3,155.00
$3,155.00
$3,155.00
$3,155.00
Attachment 1 - Appendix 2
2 of 8
Item: 13
367
PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE:
3 14:39
09-02-23
Program Year 2022
LAKE FOREST , CA
Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number
Activity Name
Matrix
Code
National
Objective
Drawn Amount
2020
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
Total
11 12
12 12
12 2
2 2
2 2
2 2
2 2
2 3
3 3
3 3
3 3
3 486
526
526
526
526
516
516
516
516
516
516
516
516
516
516
517
517
517
517
517
517
517
517
6713173
6713173
6745511
6795373
6805107
6697389
6697391
6707736
6728167
6734838
6745511
6761654
6770655
6795373
6805107
6697389
6697391
6707736
6745511
6761654
6770655
6795373
6805107
South County Outreach (SF)
South County Outreach
South County Outreach
South County Outreach
South County Outreach
Housing Rehabilitation Loans
Housing Rehabilitation Loans
Housing Rehabilitation Loans
Housing Rehabilitation Loans
Housing Rehabilitation Loans
Housing Rehabilitation Loans
Housing Rehabilitation Loans
Housing Rehabilitation Loans
Housing Rehabilitation Loans
Housing Rehabilitation Loans
Paint Program Grant
Paint Program Grant
Paint Program Grant
Paint Program Grant
Paint Program Grant
Paint Program Grant
Paint Program Grant
Paint Program Grant
05M
05W
05W
05W
05W
05W
05W
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
Matrix Code 05M
LMC
LMC
LMC
LMC
LMC
Matrix Code 05W
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
Matrix Code 14A
$12,620.00
$14,841.34
$4,161.25
$4,161.25
$4,161.25
$4,161.25
$31,486.34
$1,580.00
$2,533.60
$2,060.00
$50,265.00
$77,701.00
$31,002.00
$23,605.00
$15,030.00
$87,858.20
$70,259.53
$180.00
$135.00
$405.00
$3,680.00
$3,420.95
$7,500.00
$3,964.05
$3,585.00
$384,764.33
$695,751.62
LINE 27 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 27 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number
Activity to
prevent,
prepare for,
and respond
to
Coronavirus
Activity Name
Grant Number
Fund
Type
Matrix
Code
National
Objective
Drawn Amount
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2020
2022
10 10
10 10
11 11
11 5
5 5
5 6
6 6
6 13
13 13
13 9
9 9
9 9
8 8
8 8
11 12
524
524
524
524
525
525
525
519
519
519
519
520
520
520
520
527
527
527
527
523
523
523
523
523
522
522
522
522
486
526
6713173
6745511
6795373
6805107
6713173
6713173
6745511
6713173
6745511
6795373
6805107
6707736
6713173
6745511
6795373
6713173
6745511
6795373
6805107
6713173
6713173
6745511
6795373
6805107
6713173
6745511
6795373
6805107
6713173
6713173
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
Yes
No
Families Forward
Families Forward
Families Forward
Families Forward
Family Assistance Ministry
Family Assistance Ministry
Family Assistance Ministry
Age Well Senior Services
Age Well Senior Services
Age Well Senior Services
Age Well Senior Services
Alzheimers Orange County
Alzheimers Orange County
Alzheimers Orange County
Alzheimers Orange County
Vocational Visions
Vocational Visions
Vocational Visions
Vocational Visions
Fair Housing Council of OC
Fair Housing Council of OC
Fair Housing Council of OC
Fair Housing Council of OC
Fair Housing Council of OC
Camino Health Center
Camino Health Center
Camino Health Center
Camino Health Center
South County Outreach (SF)
South County Outreach
B22MC060584
B22MC060584
B22MC060584
B22MC060584
B20MC060584
B22MC060584
B22MC060584
B22MC060584
B22MC060584
B22MC060584
B22MC060584
B22MC060584
B22MC060584
B22MC060584
B22MC060584
B22MC060584
B22MC060584
B22MC060584
B22MC060584
B19MC060584
B22MC060584
B22MC060584
B22MC060584
B22MC060584
B22MC060584
B22MC060584
B22MC060584
B22MC060584
B20MC060584
B21MC060584
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
03T
03T
03T
03T
03T
03T
03T
03T
05A
05A
05A
05A
05A
05A
05A
05A
05A
05B
05B
05B
05B
05B
05J
05J
05J
05J
05J
05J
05M
05M
05M
05M
05M
05W
05W
LMC
LMC
LMC
LMC
LMC
LMC
LMC
Matrix Code 03T
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
Matrix Code 05A
LMC
LMC
LMC
LMC
Matrix Code 05B
LMC
LMC
LMC
LMC
LMC
Matrix Code 05J
LMC
LMC
LMC
LMC
Matrix Code 05M
LMC
LMC
$1,495.96
$3,212.14
$2,746.39
$3,435.51
$5,000.00
$90.69
$1,609.31
$17,590.00
$1,800.00
$1,800.00
$1,800.00
$1,775.00
$1,250.00
$1,250.00
$1,250.00
$1,250.00
$12,175.00
$1,250.00
$1,250.00
$1,250.00
$1,250.00
$5,000.00
$1,439.12
$610.88
$2,493.60
$1,443.20
$1,443.20
$7,430.00
$3,155.00
$3,155.00
$3,155.00
$3,155.00
$12,620.00
$14,841.34
$4,126.46
Attachment 1 - Appendix 2
3 of 8
Item: 13
368
PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE:
4 14:39
09-02-23
Program Year 2022
LAKE FOREST , CA
Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number
Activity to
prevent,
prepare for,
and respond
to
Coronavirus
Activity Name
Grant Number
Fund
Type
Matrix
Code
National
Objective
Drawn Amount
2022
2022
2022
2022
Total
12 12
12 12
526
526
526
526
6713173
6745511
6795373
6805107
No
No
No
No
No
Yes
South County Outreach
South County Outreach
South County Outreach
South County Outreach
Activity to prevent, prepare for, and respond to Coronavirus Activity to prevent, prepare for, and respond to Coronavirus B22MC060584
B22MC060584
B22MC060584
B22MC060584
EN
EN
EN
EN
05W
05W
05W
05W
05W
LMC
LMC
LMC
LMC
Matrix Code 05W
$34.79
$4,161.25
$4,161.25
$4,161.25
$31,486.34
$71,460.00
$14,841.34
$86,301.34
LINE 37 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 37 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number
Activity Name
Matrix
Code
National
Objective
Drawn Amount
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
Total
1 1
1 1
1 1
1 1
1 1
1 1
515
515
515
515
515
515
515
515
515
515
515
515
6697358
6697389
6697391
6707736
6713173
6728167
6734838
6745511
6761654
6770655
6795373
6805107
CDBG Administration
CDBG Administration
CDBG Administration
CDBG Administration
CDBG Administration
CDBG Administration
CDBG Administration
CDBG Administration
CDBG Administration
CDBG Administration
CDBG Administration
CDBG Administration
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
Matrix Code 21A
$529.48
$1,167.37
$2,073.03
$1,295.66
$1,171.51
$13,575.06
$4,601.63
$1,811.27
$2,711.70
$10,714.60
$2,301.44
$6,580.79
$48,533.54
$48,533.54
Attachment 1 - Appendix 2
4 of 8
Item: 13
369
PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE:
1 14:41
09-02-23
LAKE FOREST , CA
Metrics
New Grantee (CV)
PART I: SUMMARY OF CDBG-CV RESOURCES
01 CDBG-CV GRANT
02 FUNDS RETURNED TO THE LINE-OF-CREDIT
03 FUNDS RETURNED TO THE LOCAL CDBG ACCOUNT
04 TOTAL CDBG-CV FUNDS AWARDED
PART II: SUMMARY OF CDBG-CV EXPENDITURES
05 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 06 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
07 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS
08 TOTAL EXPENDITURES (SUM, LINES 05 - 07)
09 UNEXPENDED BALANCE (LINE 04 - LINE8 )
PART III: LOWMOD BENEFIT FOR THE CDBG-CV GRANT
10 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS
11 EXPENDED FOR LOW/MOD MULTI-UNIT HOUSING
12 DISBURSED FOR OTHER LOW/MOD ACTIVITIES
13 TOTAL LOW/MOD CREDIT (SUM, LINES 10 - 12)
14 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 05)
15 PERCENT LOW/MOD CREDIT (LINE 13/LINE 14)
PART IV: PUBLIC SERVICE (PS) CALCULATIONS
16 DISBURSED IN IDIS FOR PUBLIC SERVICES
17 CDBG-CV GRANT
18 PERCENT OF FUNDS DISBURSED FOR PS ACTIVITIES (LINE 16/LINE 17) PART V: PLANNING AND ADMINISTRATION (PA) CAP
19 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
20 CDBG-CV GRANT
21 PERCENT OF FUNDS DISBURSED FOR PA ACTIVITIES (LINE 19/LINE 20)
LAKE FOREST , CA
862,153.00
0.00 0.00
862,153.00
412,442.52
45,691.39
0.00 458,133.91
404,019.09
0.00 0.00
332,727.52
332,727.52
412,442.52
80.67%
291,430.14
862,153.00
33.80%
45,691.39
862,153.00
5.30%
Attachment 1 - Appendix 2
5 of 8
Item: 13
370
PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE:
2 14:41
09-02-23
LAKE FOREST , CA
LINE 10 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 10 No data returned for this view. This might be because the applied filter excludes all data.
LINE 11 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 11 No data returned for this view. This might be because the applied filter excludes all data.
LINE 12 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 12 Plan Year
IDIS Project
IDIS
Activity
Voucher
Number
Activity Name
Matrix
Code
National
Objective
Drawn Amount
2020
20 24
489
490
491
512
513
514
510
511
6498597
6508333
6537326
6640547
6666781
6480254
6485411
6522446
6537326
6612144
6640547
6666781
6713180
6745513
6498597
6537326
6612144
6728826
6745513
6791198
6805108
6697398
6728826
6745513
6734839
6745513
6791198
6805108
6805108
6669007
6728826
6734839
6649229
6666781
6728826
6761667
6770658
CV-Families Forward
CV-Families Forward
CV-Families Forward
CV-Families Forward
CV-Families Forward
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - City of Lake Forest Senior Clubhouse Pre-Packaged Food CV - City of Lake Forest Senior Clubhouse Pre-Packaged Food CV - City of Lake Forest Senior Clubhouse Pre-Packaged Food CV Age Well Meals on Wheels
CV Age Well Meals on Wheels
CV Age Well Meals on Wheels
CV Age Well Meals on Wheels
CV Age Well Accessible Van
CV Public Facility Improvement - Senior Center PPE
CV Public Facility Improvement - Senior Center PPE
CV Public Facility Improvement - Senior Center PPE
CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover 05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05A
05A
05A
05A
05A
05A
05A
05A
03A
03A
03A
03A
03A
03A
03A
03A
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
$21,104.05
$20,131.50
$7,751.12
$4,789.26
$9,442.07
$17,441.22
$14,346.28
$10,983.88
$4,406.00
$9,934.56
$279.12
$1,333.05
$2,545.29
$1,948.60
$26,514.00
$35,818.00
$886.00
$12,949.56
$10,335.50
$6,176.47
$9,708.47
$2,938.25
$427.04
$740.85
$6,250.00
$6,250.00
$6,250.00
$6,250.00
$33,500.00
$3,658.28
$7,204.17
$7,527.43
$1,400.00
$5,812.50
$3,250.00
$1,165.00
$3,537.50
Attachment 1 - Appendix 2
6 of 8
Item: 13
371
PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE:
3 14:41
09-02-23
LAKE FOREST , CA
Plan Year
IDIS Project
IDIS
Activity
Voucher
Number
Activity Name
Matrix
Code
National
Objective
Drawn Amount
2020
Total
24 511
6791198
6805108
CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover 03A
03A
LMC
LMC
$5,182.50
$2,560.00
$332,727.52
LINE 16 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 16 Plan Year
IDIS Project
IDIS
Activity
Voucher
Number
Activity Name
Matrix
Code
National
Objective
Drawn Amount
2020
Total
20 489
490
491
512
513
514
6498597
6508333
6537326
6640547
6666781
6480254
6485411
6522446
6537326
6612144
6640547
6666781
6713180
6745513
6498597
6537326
6612144
6728826
6745513
6791198
6805108
6697398
6728826
6745513
6734839
6745513
6791198
6805108
6805108
CV-Families Forward
CV-Families Forward
CV-Families Forward
CV-Families Forward
CV-Families Forward
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - City of Lake Forest Senior Clubhouse Pre-Packaged Food CV - City of Lake Forest Senior Clubhouse Pre-Packaged Food CV - City of Lake Forest Senior Clubhouse Pre-Packaged Food CV Age Well Meals on Wheels
CV Age Well Meals on Wheels
CV Age Well Meals on Wheels
CV Age Well Meals on Wheels
CV Age Well Accessible Van
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05A
05A
05A
05A
05A
05A
05A
05A
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
$21,104.05
$20,131.50
$7,751.12
$4,789.26
$9,442.07
$17,441.22
$14,346.28
$10,983.88
$4,406.00
$9,934.56
$279.12
$1,333.05
$2,545.29
$1,948.60
$26,514.00
$35,818.00
$886.00
$12,949.56
$10,335.50
$6,176.47
$9,708.47
$2,938.25
$427.04
$740.85
$6,250.00
$6,250.00
$6,250.00
$6,250.00
$33,500.00
$291,430.14
LINE 19 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 19 Plan Year
IDIS Project
IDIS
Activity
Voucher
Number
Activity Name
Matrix
Code
National
Objective
Drawn Amount
2020
23 494
6522446
6537326
6626665
6640547
6649229
6666781
6697394
6697395
6697398
6707737
6713180
6728826
6734839
6745513
6761667
6770658
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
$10,545.00
$4,560.00
$6,411.92
$5,472.03
$12.39
$4,507.07
$142.00
$205.24
$619.78
$284.33
$442.58
$4,684.67
$2,816.97
$724.61
$883.32
$2,364.32
Attachment 1 - Appendix 2
7 of 8
Item: 13
372
PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE:
4 14:41
09-02-23
LAKE FOREST , CA
Plan Year
IDIS Project
IDIS
Activity
Voucher
Number
Activity Name
Matrix
Code
National
Objective
Drawn Amount
2020
Total
23 494
6791198
6805108
CV - Program Administration
CV - Program Administration
21A
21A
$152.84
$862.32
$45,691.39
Attachment 1 - Appendix 2
8 of 8
Item: 13
373
COMMERCENTRE DR
PITTSFORD
RIDGELINERD
TRABUCO RD
RIDGEROUTE DR
MUIRLANDSBLVD
RANCHO PKWY
ROCKFIELD BLVD
ALTON PKWY
ALTON
P KWY
CA-241
PORTOLA PKWY
SADDLEBACK
RANCH
RD
NORTHCRESTDR
RANCHO
PKW
Y
ALTON
PKWY
RIDGEROUTEDR
LAKE FOREST DR
LAKE FOREST DR
DIMENSION DR
ALTON
PKWY
TRABUCO RD
DIMENSION
DR
ELTORORD
BAKEPKWY
ALTONPKWY EL
TORO
RD
CA-241
JERONIMO RD
BAKE
PKWY
BAKE PKWY
EL TORO RD
EL TORO RD
GLENN RANCH RD
GLENN RANCH RD
I
0 0.5 1
Miles
City of Lake Forest Low-Moderate Income Areas
Effective April 1st, 2019
Community Development Dept.
March 7, 2019
Legend
Low-Moderate Income Areas
Effective April 1st, 2019
Attachment 2
1 of 1
Item: 13
374
Analysis of Impediments to Fair Housing Summary
Attachment 3
PROPOSED AI GOALS AND STRATEGIES FY 2022-2023 ACCOMPLISHMENTS 1) In collaboration with the OCHA:
a) Attend quarterly Orange County Housing Authority (OCHA) Housing Advisory Committee to enhance the exchange of
information regarding the availability, procedures, and policies related to the Housing Assistance Voucher program and regional housing issues.
b) Support OCHA's affirmative fair marketing plan and de- concentration policies by providing five-year and annual PHA plan certifications.
c) In coordination with OCHA and fair housing services provider, conduct landlord education campaign to educate property owners about State law prohibiting discrimination based on household income.
a) City staff attended quarterly online meetings.
b) The City provided the PHA Plan certifications to OCHA staff upon request. c) California law expanded “source of income” protections to individuals who use housing rent assistance (e.g., Housing Choice Voucher) effective January 2020. FHCOC did not identify any notices in Craigslist postings containing discriminatory language, including improper references to “older adults,” restrictions regarding children under 18, and the use of rental assistance. FHCOC did respond to complaints of “refusal to accept housing assistance” on other platforms. FHCOC contacted the individuals posting these ads to remove the discriminatory content when possible.
2) Through the City's fair housing contractor:
a) Provide fair housing education and information to apartment managers and homeowner associations on why denial of
reasonable modifications/accommodations is unlawful.
b) Conduct multi-faceted fair housing outreach to tenants, landlords, property owners, realtors, and property
management companies. Methods of outreach may include
workshops, informational booths, presentations to
community groups, and distribution of multi-lingual fair housing literature.
c) Provide general fair housing counseling and referral services to address tenant-landlord issues, investigate allegations of fair housing discrimination, and take appropriate actions to conciliate cases or refer to appropriate authorities.
a) Regionally, FHCOC received 12 inquiries regarding reasonable accommodation and modifications - no inquiries arose from Lake Forest. Overall, 8 of the 12 clients received a reasonable accommodation, 2 requests are pending resolution, and 2 clients chose not to pursue the matter.
b) During FY 22-23, 14 regional training sessions for rental property owners/managers.
Additionally, FHCOC presented 2 virtual fair housing seminars for housing providers in partnership with the Apartment Association of Orange County. FHCOC also conducted or participated in 19 virtual and 81 in-person regional virtual education or outreach activities, at which participants were made aware of fair housing laws and counseling services. While most information sessions limited participation to online platforms, all activities were available to Lake Forest residents.
c) On a regional basis, FHCOC addressed 112 allegations of housing discrimination – 40 cases were opened for further investigation. No allegations arose from Lake Forest.
With respect to landlord/tenant issues, on a regional basis, FHCOC assisted 3,318 unduplicated households by addressing 11,269 fair housing issues, disputes, and Item: 13
375
Analysis of Impediments to Fair Housing Summary
Attachment 3
d) Periodically monitor local newspapers and online media outlets to identify potentially discriminatory housing
advertisements.
e) Include testing/audits within the scope of work with fair housing provider.
f) Regularly consult with the City's fair housing contractor on potential strategies for affirmatively furthering fair housing on an on-going basis.
inquires - 92 unduplicated households involving 269 issues, disputes, or inquiries were from Lake Forest.
d) FHCOC monitored Craigslist for discriminatory content. Discriminatory ads were flagged, and if an investigation was feasible, the ad was referred to FHCOC’s investigators for enforcement action. Other online rental advertising sites (e.g., OC Register, LA Times, Zillow) were sporadically monitored; the lack of an efficient text search function on these sites made monitoring less practical. The most common problematic postings indicated restrictions regarding children under 18 or improper preference for seniors. Overt racial or national origin discrimination was not observed. e) FHCOC also conducted 95 paired telephonic, systemic tests for discriminatory rental housing practices on a regional basis. An additional 9 paired systemic tests of real estate agents and 10 paired systemic pre-application tests of lenders were conducted telephonically. Five systemic tests involved locations in Lake Forest. f) In FY 20-21, City staff discussed programming strategies with FHCOC regarding education and enforcement activity related to the COVID-19 pandemic eviction moratorium.
3) In cooperation with the Orange County Transportation Authority:
a) Provide community education regarding transport services for persons with disabilities.
b) Explore bus route options to ensure neighborhoods with a concentration of low-income or protected class populations have access to transportation services.
a) No activity to report for FY 22-23
b) No activity to report for FY 22-23
4) Support local eviction prevention strategies to reduce the number of homeless individuals and families (homelessness prevention services).
▪ The City used both CDBG and CDBG-CV funds to support services to prevent the loss of housing due to COVID-19.
5) Prepare a new Housing Element that complies with all current State laws and is certified by the California Department of Housing and Community Development.
• The City Council approved the 2021-2029 Housing Element on January 3, 2023. • CA HCD certified the City’s 2021-2029 Housing Element on February 24, 2023. 6) Update zoning ordinance to comply with current State law. • The City revised its Accessory Dwelling Unit (ADU) regulations to comply with current State law during FY 21-22. In August 2022, the City Council approved an update to the ADU ordinance to ensure consistency with State law and guidance from HCD. In addition, in August 2022, the City Council approved a Zoning Code amendment that Item: 13
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Analysis of Impediments to Fair Housing Summary