Wildfire
The State classifies Fire Hazard Severity Zones (FHSZ) into three classifications: moderate, high, and very high. As shown on Map 2-2, areas in the south and southwest of Monterey are classified as Very High Fire Hazard Severity Zones. Areas at risk of burning are correlated with areas considered to be wildlands or area with wildland type vegetation that are generally not intensely developed. In the case of a fire in a high fire threat area, 97 residential properties would be affected while in the case of a fire in a moderate fire threat area, 1,593 residential properties would be affected.
Climate Change and Sea Level Rise
Climate change will affect the people, property, economy, and ecosystems in Monterey County. Sea level rise risk exposure in the City was calculated based on the NOAA Office for Coastal Management sea level rise viewer projections. With one foot of sea level rise (2030) one residential property will be impacted, with 3 feet of sea level rise (2060) one residential property will be impacted, and with seven feet of sea level rise (2100) 15 residential properties will be impacted in the City.
Landslide
According to the 2022 Monterey County Local Hazard Mitigation Plan, areas with high landslide susceptibility could affect 21 residential properties while areas with moderate landslide susceptibility could affect 679 residential properties. Additionally, approximately 24 miles of road are located in an area of moderate susceptibility to earthquake-induced landslides and about 2 miles of roadway is located in an area of high susceptibility.
Deleted: additional
Deleted: .
Commented [CD152]: The city had eviction / tenant
protections during COVID-19. It is currently drafting a rental registry ordinance to provide data on how rent control and other housing protections may assist our community.
Commented [KC153R152]: Revised to include past eviction / tenant protections
Deleted: ; according to
Deleted: November 2021 FHSZ map, parts of the City
Deleted: moderate and high
Deleted: fire severity areas
Deleted: Very High Severity Fire Zones are located south of the City’s boundaries.
Commented [CS157]: source
Commented [KC158R157]: The source is noted in paragraph (NOAA Office for Coastal Management)
Deleted: A
Deleted: lose
Deleted: lose
Commented [CS159]: source
Commented [KC160R159]: Revised
Attachment B-2
Council Regular Meeting, 9/19/2023, Item No. 19., Item Page 1465, Packet Page 1588 City of Monterey | Housing Element Update 2023-2031 Appendix D: Assessment of Fair Housing D-70
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Tsunami
According to the 2022 Monterey County Local Hazard Mitigation Plan, the City is in a mapped tsunami inundation zone. In the inundation zone, a population of 1,716 and 268 residential properties are at risk in the City
D.6 Sites Inventory
State law requires a jurisdiction to identify sites to meet its RHNA obligations throughout the community in a manner that is consistent with its duty to affirmatively further fair housing. This includes ensuring that sites are distributed such that they combat housing discrimination, eliminate racial bias, redress historic patterns of segregation, and lift barriers that restrict access. Affirmatively furthering fair housing will help foster inclusive communities so that households at all income levels and of all racial/ethnic makeups can enjoy a more equitable distribution of opportunity and proximity to jobs, transit, a high-quality education, and environmental benefits.
To satisfy this requirement, the extent to which buildout of the Sixth Cycle Housing Element inventory may further entrench or help ameliorate existing patterns of segregation and/or exclusion of protected categories was assessed. As previously discussed, none of the Census tracts within the City of Monterey’s corporate limits are classified as a racially or ethnically concentrated areas of poverty (R/ECAP); however, one Racially/Ethnically Concentrated Areas of Affluence (RCAA) is located completely within the city limits and one at the southern edge of the city extends into the unincorporated area and lies primarily outside of the City. There are no census tracts identified as High Segregation and Poverty tracts on the TCAC/HCD Composite Opportunity Map (Map D-17).
The Highest Resource, High Resource, and Moderate Resource Census tracts are evenly distributed, with the Moderate Resource classification covering the greatest geographical expanse. This assessment focuses on how buildout of the sites inventory would affect the concentration of lower and moderateincome households in Monterey, approximated based on characteristics such as the proportion of renter-occupied units subsidized by Housing Choice Vouchers (HCVs). The results of the analysis are shown in Table D-16.
Table D-9 shows the distribution of units from the sites inventory by income category in each Census tract, alongside the existing (2021) socioeconomic characteristics of those tracts based on data made available from HCD. Census tracts in the City share many similar characteristics, such as lower displacement risk, moderate proportions of non-white population, and rent burdened households. On the other hand, the percentages of low to moderate income population, overcrowded households, and rate of HCVs have more variance. Notably, Census tracts 6053013300 and 6053012700 have relatively higher proportions of HCVs, whereas Census tracts 6053013200, 6053013100, 6053012800, and 6053012601 have the lowest levels.
Of the two Census tracts with the highest rates of HCVs, both contain lower-income and moderate sites. However, both of these Census Tracts (6053013300 and 6053012700) do not have the highest rent burdened households or percentage of non-white population. As such, development of units affordable to lower-income households in this Census tract would not contribute to segregation but rather increase opportunities for racial and economic levels to be more similar to the rest of the City.
Deleted: T
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Attachment B-2
Council Regular Meeting, 9/19/2023, Item No. 19., Item Page 1466, Packet Page 1589 City of Monterey | Housing Element Update 2023-2031 Appendix D: Assessment of Fair Housing D-71
Formatted: Font: 10 pt
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Census Tract 6053013200 has the fewest concentration of low- to moderate-income population, with a proportion of non-white population comparable to the rest of the City. This Census tract contains the greatest share of very low, low, and moderate-income units in the sites inventory, so addition of new lower-income units would help ensure an inclusive mix of housing and reduce risk of displacement for current residents. New housing opportunities for lower-income households in Census Tract 6053013200 along the southern border of the City would likewise serve to further fair housing choice in Monterey.
As many socioeconomic characteristics are shared by Census tracts citywide, it is difficult to assess the degree to which implementation of the Sixth Cycle Housing Element would help close the gaps in access to opportunity. Nevertheless, the Housing Action Plan (see Chapter 4) and related policies in the General Plan are designed to address existing disparities and provide new opportunities to meet the needs and enrich the lives of all Monterey residents.
D.7 Summary and Conclusions
State law requires that jurisdictions identify fair housing issues as well as contributing factors and priority levels for each factor. Further, a jurisdiction must identify specific goals and actions it will take to reduce the severity of fair housing issues within that jurisdiction. This section fulfills these requirements based on the assessment provided above, as well as relevant information from the 202- 2025 AI. Goals and actions related to AFFH are incorporated into the broader Housing Action Plan contained within Chapter 4 of this Housing Element.
Based on the findings of this assessment, Table D-17 presents a summary of existing fair housing issues and their contributing factors, as well as a description for each. Issues that are primarily related to environmental justice or economic development and do not have a direct bearing on fair housing will be addressed in the respective element of the General Plan update. Priority levels were assigned as follows:
• High – Designates contributing factors that limit or deny fair housing choice (i.e., has the potential to violate the Fair Housing Act).
• Medium – Designates contributing factors which should be addressed in the near term. These issues do not violate the Fair Housing Act but may increase fair housing issues in the city.
These factors may be beyond the City’s immediate capabilities to address. • Low – Designates contributing factors that either do not need to be or cannot be addressed immediately by the City but should be addressed later on during the eight-year planning period.
Deleted: 6
Commented [CD162]: I would like to see this table when it is completed. Thx
Attachment B-2
Council Regular Meeting, 9/19/2023, Item No. 19., Item Page 1467, Packet Page 1590 City of Monterey | Housing Element Update 2023-2031 Appendix D: Assessment of Fair Housing D-72
Formatted: Font: 10 pt
Formatted: Font: 10 pt
Table D-16: AFFH Housing Element Sites Analysis
Sites Inventory Capacity 2017-2021 ACS Estimates
Tract Displacement Risk (2022)
Very Low, Low,
and Moderate
Income
Above
Moderate
Income
Existing
Households
NonWhite
Pop.
Low to
Mod.
Income
Pop.
Rent
Burdened
Households
Overcrowded
Households
HCV
Use1
6053013200 860 2178 1548 21% 11% 41% 0% 0% Lower Displacement Risk 6053013100 130 64 686 38% 11% 75% 2% 0% Lower Displacement Risk 6053013300 748 322 2623 45% 51% 58% 20% 6% At Risk of Displacement 6053012700 397 327 1892 29% 48% 47% 2% 4% At Risk of Displacement 6053012800 116 70 2418 19% 21% 33% 1% 0% Lower Displacement Risk 6053014109 0 0 1011 66% 35% 64% 7% 3% Lower Displacement Risk 6053012601 45 1 60 35% 28% 67% 8% 0% Low Data Quality
6053012504 48 331 1436 46% 38% 58% 2% 1% Lower Displacement Risk 6053012503 1 28 1257 32% 38% 46% 0% 1% Lower Displacement Risk 6053013000 1 254 2105 42% 31% 48% 2% 1% Lower Displacement Risk Notes:
1. Calculated as the percentage of renter-occupied units that are subsidized by Housing Choice Vouchers (2021).
Sources: U.S. Census Bureau 2017-2021 ACS 5-Year Estimates; TCAC/HCD, 2023; HCD/Urban Displacement Project, 2022; Dyett & Bhatia, 2023.
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Attachment B-2
Council Regular Meeting, 9/19/2023, Item No. 19., Item Page 1468, Packet Page 1591 D-73
Table D-17: Fair Housing Issues and Contributing Factors Priority
Level
Fair Housing Issue Description Contributing Factor(s) Meaningful Actions Geographic Targeting
2023-2031 Metrics and Timing
High
Enforcement and
Capacity
The City has seen uneven lending
patterns. As of 2021 (the most recent
year that data is available), Native
American applicants had the highest
loan denial rates, followed by Hispanic
applicants, and Non-Hispanic White
applicants. Non-Hispanic White,
Hispanic, and Native Hawaiian and
Other Pacific Islander applicants have
seen a decline between 2018 and 2021
in loan denial rates, while the other
applicant groups have seen more
variation between increases and
decreases in loan denial rates.
• Financial literacy of affected
groups
• Lending discrimination
• Legal Services and Fair Housing Education
(Program 3-A)
• Housing for ELI Households and Persons with
Special Needs (Program 3-B)
• Family-Sized Rental Units (Program 3-D)
Citywide • Provide fair housing support services for 75 persons annually during each year of the planning period (Program 3-A)
• 25 units for ELI households and persons with special needs during the planning period (Program 3-B)
• Percent change in denial rates
• Increase awareness of fair housing practices among real estate professionals and lenders
High
Segregation and
Integration
Monterey is becoming more diverse but
remains majority White. Between 2010
and 2020, the share of White residents
in the City decreased slightly from 69.2
percent to 67.7 percent and the share
of other ethnicities increased slightly;
however, the share of White residents
in the City is still more than double that
of Monterey County, which has a
majority Hispanic/Latino population.
• Income is the single-most significant
barrier to integration, particularly as
Non-Whites may have less access to
capital and financing.
• Few options for lower income
residents
• Inventory of Available Sites (Program 1-A)
• Multi-family Residential Overlay Amendments
(Program 1-B)
• Education Workforce Housing Overlay (Program
1-E)
• Congregational Overlay (Program 1-F)
• Surplus Municipal Parking Facilities (Program 1-
G)
• Fort Ord/Ryan Ranch Specific Plan (Program 1-
H)
• Highway 68 Area Plan Update (Program 1-I)
• Inclusionary Zoning (Program 2-I)
• Housing for ELI Households and Persons with
Special Needs (Program 3-B)
• Affirmative Marketing of Affordable Housing
Opportunities (Program 3-F)
Citywide, specifically
opportunity areas
(i.e. Ryan Ranch and
Fort Ord)
• Facilitate development of 1,177 units affordable to very lowincome households and 769 affordable to low-income households over the planning period. (Program 1-A and Program 3-F) • Facilitate development of 365 new housing units by Q4 2031 (Program 1-B)
• 100 new housing units, at least 30 percent of which would be made available to lower income households through long-term affordability agreements (Program 1-E)
• 100 new housing units affordable to Low and Very Low Income Households on properties owned by religious facilities (Program 1-F)
• 50 lower income units by 2027 (Program I-G)
• 2,100 new housing units, including 210 homes affordable to moderate income households and 210 homes affordable to lower income households (Program 1-H)
• 640 new housing units, including 145 homes affordable to moderate income households and 145 homes affordable to lower income households (Program 1-I)
• Facilitate development of below market rate units, including 1,946 lower income units and 462 moderate income units
(Program 2i_)
• 25 units for ELI households and persons with special needs during the planning period (Program 3-B)
High
Disproportionate
Housing Needs
Cost burden is a major issue for older
adults and low-income households in
Monterey. Cost burden for renters and
owners is not evenly distributed
geographically and renters are more
cost burdened than owners. For
renters, areas south, west and
• Availability of affordable units in a
range of sizes
• Widening income gap
• Skyrocketing land values in Monterey
Peninsula area
• Affirmative Marketing of Affordable Housing
Opportunities (Program 3-F)
• Zoning Incentives for Deed Restricted
ADUs/JADUs (Program 3-G)
• Rental Assistance Pilot Program (Program 4-B)
Citywide, specifically
High Resource
neighborhoods.
• Facilitate development of 1,177 units affordable to very low income households and 769 affordable to low income households over the planning period (Program 3-F)
• Construction of 10 new ADUs/JADUs affordable to lower income households annually over the planning period, with geographic targeting to homeowners in high resource
neighborhoods (Programs 3-G)
Attachment B-2
Council Regular Meeting, 9/19/2023, Item No. 19., Item Page 1469, Packet Page 1592 D-74
Table D-17: Fair Housing Issues and Contributing Factors Priority
Level
Fair Housing Issue Description Contributing Factor(s) Meaningful Actions Geographic Targeting
2023-2031 Metrics and Timing
northwest of the Monterey Regional
Airport and within the US Navy La
Mesa Village property south of Highway
1 are tracts with 60 to 80 percent of
renters overpaying. In the rest of the
City, all tracts have 40-60 percent of
renters overpaying. For owners, tracts
west and northwest of Highway 1 and
along Monterey Bay have 60-80 percent
of owners overpaying while more inland
tracts have 40-60 percent of owners
overpaying.
• Recognize Single-Room Occupancy (SRO) Units
as a Housing Type (Program 4-G)
• Provide shallow subsidies to 20 lower income households per year throughout the planning period (Program 4-B)
High
Disproportionate
Housing Needs
Rates of overcrowding are unevenly
distributed by race/ethnicity in the City.
Overcrowding is most prevalent among
American Indian or Alaska Native,
Other Races, and Hispanic or Latinx
households as 20.8 percent, 5.3
percent, and 4.5 percent of each group
experiences overcrowding, respectively.
Overcrowding rates are comparable for
non-Hispanic white households (2.65
percent), Black or African American
households of any ethnicity (1.26
percent), and for Asian households
(0.81 percent).
• Lack of availability of affordable units in
a range of sizes
• High cost of living, cost burden
• Multi-family Residential Overlay Amendments
(Program 1-B)
• Education Workforce Housing Overlay (Program
1-E)
• Congregational Overlay (Program 1-F)
• Family-Sized Rental Units (Program 3-D)
Citywide • Facilitate development of 365 new housing units by Q4 2031 (Program 1-B)
• 100 new housing units, at least 30 percent of which would be made available to lower income households through long-term affordability agreements (Program 1-E)
• 100 new housing units affordable to Low and Very Low Income Households on properties owned by religious facilities (Program 1-F)
• Promote the development of 20 rental units with two or three bedrooms over the planning period (Program 3-D)
Medium
Disparities in Access
to Opportunity
There are no census tracts identified as
Low Resource or High Segregation and
Poverty. The Highest Resource, High
Resource, and Moderate Resource
tracts are evenly distributed, with the
Moderate Resource classification
covering the greatest geographical
expanse.
• Zoning and land use practices resulting
in single-family residential
neighborhoods that are predominately
occupied by White non-Hispanic
homeowners with higher median
household incomes
• Education Workforce Housing Overlay (Program
1-E)
• Congregational Overlay (Program 1-F)
• Surplus Municipal Parking Facilities (Program 1-
G)
• Fort Ord/Ryan Ranch Specific Plan (Program 1-
H)
• Highway 68 Area Plan Update (Program 1-I)
Citywide • 100 new housing units, at least 30 percent of which would be made available to lower income households through long-term affordability agreements (Program 1-E)
• 100 new housing units affordable to Low and Very Low Income Households on properties owned by religious facilities (Program 1-F)
• 50 lower income units by 2027 (Program I-G)
• 2,100 new housing units, including 210 homes affordable to moderate income households and 210 homes affordable to lower income households (Program 1-H)
• 640 new housing units, including 145 homes affordable to moderate income households and 145 homes affordable to lower income households (Program 1-I)
Attachment B-2
Council Regular Meeting, 9/19/2023, Item No. 19., Item Page 1470, Packet Page 1593 Council
Agenda Report
FROM: Kimberly Cole, AICP, Community Development Director SUBJECT: Adopt the Program Year 2022 Consolidated Annual Performance and Evaluation Report for Housing and Community Development Programs and Authorize Submission to the U.S. Department of Housing and Urban Development (Not a Project under CEQA per Article 20, Section 15378 and General Rule Article 5 Section 15061)
RECOMMENDATION:
That the City Council adopt the Program Year 2022 (PY22) Consolidated Annual Performance and Evaluation Report (CAPER) for Housing and Community Development Programs; and, authorize submission to the U.S. Department of Housing and Urban Development (HUD).
VALUE DRIVERS:
Support efforts and policies that provide equitable access to affordable housing in Monterey and the region.
POLICY IMPLICATIONS:
The PY22 CAPER for Housing and Community Development Programs has been prepared according to HUD requirements. Submission of the CAPER to HUD is required for the City to receive Community Development Block Grant (CDBG) funds for the next program year. The activities summarized in the report were completed in PY22. All of the programs, activities and expenditures identified in this CAPER implemented programs previously approved in the City’s 2020-24 Consolidated Plan, PY22 Action Plan and the 2015-2023 Housing Element.
Submission of the CAPER to HUD documents compliance of the City’s housing and public service programs with HUD national objectives
FISCAL IMPLICATIONS:
In PY22, the City received a CDBG entitlement grant of $237,862 from the federal government.
The City matched the entitlement with $885,917.44 in program income, resulting from ground leases, loan payoffs, and the sale of property through the purchase and resale program.
In total, between the CDBG Entitlement Grant and CDBG Program Income, the City expended $1,123,779.44 in CDBG funding in PY22.
ENVIRONMENTAL DETERMINATION:
The City of Monterey staff determined that the proposed action, which is adopting the CAPER and authorizing submittal to HUD, is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section №08/22
Date: 9/19/2023
Item No.: 20.
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 1, Packet Page 1594 15378(b)(5)) because the action reports out the City’s achievements for the past year. In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential to cause a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action is a report on PY21 CDBG-funded activities and this matter has no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project. Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.
ALTERNATIVES CONSIDERED:
The City Council may elect to not approve the CAPER. However, this is not recommended as this is a requirement for receiving grant funds.
DISCUSSION:
HUD requires submission of a CAPER at the end of each program year for all City programs utilizing CDBG funds. The CAPER also includes information on Successor Housing funds and HOME funds that leverage CDBG funds to provide the City’s full range of low-income housing and community development activities. The CAPER specifically reports on how the City has used those funds in the previous program year to achieve compliance with HUD national objectives. HUD also requires that the CAPER report on the City’s progress in reaching the goals identified in the City’s Five-Year Consolidated Plan and Annual CDBG Action Plan. The period covered in the attached CAPER is for PY22 (July 1, 2022 through June 30, 2023).
Notice of the September 19, 2023 City Council Public Hearing for the draft CAPER was published in the Monterey Herald newspaper on September 3, 2023. On September 1, 2023, the draft CAPER was made available to the public on the City’s website. At the time of the preparation of this report, no public comments or questions on the CAPER have been received.
PY22 Accomplishment Overview
The PY22 CDBG projects and programs focused on the continued support of public services, improvements to public facilities, rehabilitation of non-profit-owned facilities that are used to provide services to the disadvantaged, preservation of existing affordable ownership units, and housing rehabilitation grants.
Public Service Grant Program Highlights:
11 agencies were funded with approximately $170,000. Public services were provided to approximately 1,980 low- and moderate-income households and individuals, including services for seniors, persons with disabilities, homeless persons, youth, and families.
Housing Preservation Highlights:
$120,420 distributed to low-income homeowners for health and safety rehabilitation grants and loans.
Rehabilitation and resale of three (3) affordable ownership units to low-income first-time homeowners.
Purchase of two (2) affordable unit for rehabilitation and resale in FY 23 Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 2, Packet Page 1595 Planning and Administration Highlights:
In FY22, the Housing Office continued to negotiate with non-profit housing developers for the development of new affordable housing on City owned property. Through these negotiations, the City opted to enter into an Exclusive Negotiating Agreement with MidPen Housing for the development of 42 affordable housing units located behind City Hall between Madison Street, Van Buren Street, and Dutra Street.
The Housing Office also continued working on the update to the City’s General Plan Housing and Safety Elements. This work is being done in partnership with the Planning Office and will continue through December 31, 2023.
The Housing staff also monitored sub-recipients of PY 2022 funds to ensure compliance with HUD regulations.
Other key projects for PY22 include the following:
Management of Casa De Estrella low-income housing apartments. Monitored 500+ below market rate, deed restricted affordable rental and ownership housing units.
Staffing and overhead for overall administration of housing programs.
The PY22 CAPER is available for review at: www.monterey.org/housing and is attached as Exhibit A to the resolution.
In conclusion, staff recommends that the City Council conduct a public hearing, receive public comment, and adopt the PY22 CAPER for Housing and Community Development Programs; and, authorize submission to HUD.
KC/GL
e: HUD, San Francisco Regional Office
Housing Outreach List
c: CDBG subject file
Writings distributed for discussion or consideration on this matter within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, will be made available at the following link:
https://monterey.org/Submitted-Comments
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 3, Packet Page 1596 ATTACHMENT 1
CAPER 1
OMB Control No: 2506-0117 (exp. 09/30/2021)
CONSOLIDATED ANNUAL PERFORMANCE
AND EVALUATION REPORT (CAPER)
City of Monterey
Community Development Department
Housing Office
City Hall -580 Pacific Street
Monterey California 93940
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 4, Packet Page 1597 ATTACHMENT 1
CAPER 2
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-05 - Goals and Outcomes
Progress the jurisdiction has made in carrying out its strategic plan and its action plan. 91.520(a) This could be an overview that includes major initiatives and highlights that were proposed and executed throughout the program year.
For Fiscal Year (FY) 2022-2023, the City of Monterey received a CDBG entitlement (EN) grant of $237,862. In addition, the City brought in $885,917.44 in Program Income (PI) through former Redevelopment Agency Housing Funds and the Revolving Loan Fund. With a total of $1,123,779.44 in resources available, the City was successful in meeting their timeliness test and has planned ongoing efforts to maintain timeliness in future years.
To support the Annual Action Plan as well as the 2020-2024 Consolidated Plan, the City successfully focused on a wide array of planned activities in the fourth year of the Consolidated Plan. The City continued to fund several public service agencies to support its goals and meet community and resident needs. These included Alliance on Aging, Community Human Services Casa De Noche Buena, Community Human Services Safe Place, County Appointed Special Advocates (CASA), ECHO Fair Housing Support Services, Food Bank of Monterey County, Gathering for Women, Interim, Inc., Josephine Kernes Memorial Pool, Legal Services for Seniors, and Meals on Wheels. Residents supported through these initiatives totaled 1,965 and targeted citywide populations including homeless individuals, disabled individuals, seniors, and LMI (low- and moderateincome) youth and families.
In FY 2022-2023, the City continued to fund home rehabilitation projects through its Housing Preservation Programs. These included the Mr. FixIt Grant which provided small grants to low-income households to make minor repairs, the Home Safety Grant which provided small grants to low-income households to make emergency health and safety repairs, and the Home Accessibility Grant which provided small grants to lowincome households to make accessibility improvements for disabled family members. Over FY 2022-2023, the City successfully administered rehabilitation projects for 13 low-income households through the Housing Preservation Program grants. Moreover, the Housing Preservation Program saw the rehabilitation of three (3) affordable ownership units to low-income first-time homeowners and the purchase of two (2) affordable units for rehabilitation and resale to occur in the following fiscal year.
Additionally, the City managed low-income housing apartments including Casa De Estrella; monitored approximately 500 market rate and deed resitrcited affordable rental and ownership housing units; and entered into an Exclusive Negotiating Agreement with MidPen Housing for the development of a 100% affordable housing project to feature 36 units behind City Hall between Madison Street, Van Buren Street, and Dutra Street.
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 5, Packet Page 1598 ATTACHMENT 1
CAPER 3
OMB Control No: 2506-0117 (exp. 09/30/2021)
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) The table (1) below provides the 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.
Goal Category Source /
Amount
Indicator Unit of
Measure
Expected
–
Strategic
Plan
Actual –
Strategic
Plan
Percent
Complete
Expected
–
Program
Year
Actual –
Program
Year
Percent
Complete
Creating
affordability
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
CDBG: $ Other Other 230 100
43.48%
Economic
development
Non-Housing
Community
Development
Economic
development
CDBG: $ Businesses
assisted
Businesses
Assisted
100 0
0.00%
Housing
opportunities
Affordable
Housing
CDBG: $ /
SB 91 and
Federal
stimulus
dollars:
$1250000
Rental units
constructed
Household
Housing
Unit
50 0
0.00%
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 6, Packet Page 1599 ATTACHMENT 1
CAPER 4
OMB Control No: 2506-0117 (exp. 09/30/2021)
Goal Category Source /
Amount
Indicator Unit of
Measure
Expected
–
Strategic
Plan
Actual –
Strategic
Plan
Percent
Complete
Expected
–
Program
Year
Actual –
Program
Year
Percent
Complete
Housing
opportunities
Affordable
Housing
CDBG: $ /
SB 91 and
Federal
stimulus
dollars:
$1250000
Rental units
rehabilitated
Household
Housing
Unit
13 0
0.00%
Housing
opportunities
Affordable
Housing
CDBG: $ /
SB 91 and
Federal
stimulus
dollars:
$1250000
Homeowner
Housing Added
Household
Housing
Unit
8 0
0.00%
Housing
opportunities
Affordable
Housing
CDBG: $ /
SB 91 and
Federal
stimulus
dollars:
$1250000
Homeowner
Housing
Rehabilitated
Household
Housing
Unit
45 19
42.22%
10 13 130%
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 7, Packet Page 1600 ATTACHMENT 1
CAPER 5
OMB Control No: 2506-0117 (exp. 09/30/2021)
Goal Category Source /
Amount
Indicator Unit of
Measure
Expected
–
Strategic
Plan
Actual –
Strategic
Plan
Percent
Complete
Expected
–
Program
Year
Actual –
Program
Year
Percent
Complete
Program
administration
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
Planning and
administration
CDBG: $
Public Facility or
Infrastructure
Activities other
than
Low/Moderate
Income Housing
Benefit
Persons
Assisted
5655 0
0.00%
Program
administration
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
Planning and
administration
CDBG: $
Public service
activities other
than
Low/Moderate
Income Housing
Benefit
Persons
Assisted
5655 3679
65.05%
1817 1965 108.14%
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 8, Packet Page 1601 ATTACHMENT 1
CAPER 6
OMB Control No: 2506-0117 (exp. 09/30/2021)
Goal Category Source /
Amount
Indicator Unit of
Measure
Expected
–
Strategic
Plan
Actual –
Strategic
Plan
Percent
Complete
Expected
–
Program
Year
Actual –
Program
Year
Percent
Complete
Program
administration
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
Planning and
administration
CDBG: $ Rental units
constructed
Household
Housing
Unit
50 0
0.00%
Program
administration
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
Planning and
administration
CDBG: $ Rental units
rehabilitated
Household
Housing
Unit
13 0
0.00%
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 9, Packet Page 1602 ATTACHMENT 1
CAPER 7
OMB Control No: 2506-0117 (exp. 09/30/2021)
Goal Category Source /
Amount
Indicator Unit of
Measure
Expected
–
Strategic
Plan
Actual –
Strategic
Plan
Percent
Complete
Expected
–
Program
Year
Actual –
Program
Year
Percent
Complete
Program
administration
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
Planning and
administration
CDBG: $ Homeowner
Housing Added
Household
Housing
Unit
8 0
0.00%
Program
administration
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
Planning and
administration
CDBG: $
Homeowner
Housing
Rehabilitated
Household
Housing
Unit
45 12
26.66%
10 6 60%
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 10, Packet Page 1603 ATTACHMENT 1
CAPER 8
OMB Control No: 2506-0117 (exp. 09/30/2021)
Goal Category Source /
Amount
Indicator Unit of
Measure
Expected
–
Strategic
Plan
Actual –
Strategic
Plan
Percent
Complete
Expected
–
Program
Year
Actual –
Program
Year
Percent
Complete
Program
administration
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
Planning and
administration
CDBG: $ Homelessness
Prevention
Persons
Assisted
1130 0
0.00%
Program
administration
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
Planning and
administration
CDBG: $ Other Other 230 0
0.00%
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 11, Packet Page 1604 ATTACHMENT 1
CAPER 9
OMB Control No: 2506-0117 (exp. 09/30/2021)
Goal Category Source /
Amount
Indicator Unit of
Measure
Expected
–
Strategic
Plan
Actual –
Strategic
Plan
Percent
Complete
Expected
–
Program
Year
Actual –
Program
Year
Percent
Complete
Public
Infrastructure
Non-Housing
Community
Development
CDBG: $
Public Facility or
Infrastructure
Activities other
than
Low/Moderate
Income Housing
Benefit
Persons
Assisted
5000 0
0.00%
150
Suitable living
environment
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
CDBG: $
Public service
activities other
than
Low/Moderate
Income Housing
Benefit
Persons
Assisted
5655 4186
74.02%
Suitable living
environment
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
CDBG: $ Homelessness
Prevention
Persons
Assisted
1130 0
0.00%
Table 1 - Accomplishments – Program Year & Strategic Plan to Date Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 12, Packet Page 1605 ATTACHMENT 1
CAPER 10
OMB Control No: 2506-0117 (exp. 09/30/2021)
Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified.
The 2020-2024 Consolidated Plan concentrates on decent housing, a suitable living environment for low- and very low-income households, seniors, persons with special needs, and individuals experiencing homelessness, as well as programs for public facility improvements in low- and moderate-income (LMI) residential areas. Activities undertaken in FY 2022-2023 addressed priority goals set forth in the Consolidated Plan. For example, direct assistance was provided to low-income and homeless individuals through services such as case management, outreach, and varying forms of support. Moreover, rehabilitation assistance was provided to homeowners through various programs to address the goals of improving housing opportunities for low- and moderate-income level households and maintaining suitable living environments.
In FY 2022-2023, the City of Monterey continued to successfully provide support to LMI residents through CDBG funded activities. Examples include:
Funding to public service agencies providing direct services to homeless individuals, seniors, disabled individuals, and low-income individuals throughout the community;
Funding to low-income homeowners to assist with home repair, rehabilitation, and accessibility improvements; and Purchase and resale of housing units with the goal of preserving low-income homeownership opportunities in the City.
In FY 2022-2023, the City’s allocation of $172,000 in CDBG funds for public services, particularly public service agencies, resulted in the assistance of 1,965 Monterey residents.
Furthermore, the City began the process for the development of 36 new affordable housing units with MidPen Housing, a developer. The City entered into an Exclusive Negotiating Agreement for this project which will consist of 100% affordable housing for low-income residents on City leased-land that is behind City Hall.
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 13, Packet Page 1606 ATTACHMENT 1
CAPER 11
OMB Control No: 2506-0117 (exp. 09/30/2021)
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)
CDBG
White 1,396
Black or African American 115
Asian 170
American Indian or American Native 9
Native Hawaiian or Other Pacific Islander 25
Total 1,713
Hispanic 303
Not Hispanic 1,714
Table 2 – Table of assistance to racial and ethnic populations by source of funds Narrative
During FY 2022-2023, the City was successful in collecting demographic data for 2,017 persons served with CDBG funds. Table 2, above, shows a breakdown of families assisted by racial and ethnic identity.
The total served number that is reflected in Table 2 includes those assisted through home rehabilitation and public service agencies, but excludes five (5) racial beneficiaries, such as Other/Multi-Racial and Black/African American and White, all of which total 304 persons. In all, the total number of persons assisted was 2,017, 303 of which were Hispanic.
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 14, Packet Page 1607 ATTACHMENT 1
CAPER 12
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-15 - Resources and Investments 91.520(a)
Identify the resources made available
Source of Funds Source Resources Made
Available
Amount Expended
During Program Year
CDBG public - federal 1,123,779.44 1,123,779.44
Other public - state 0 0
Table 3 - Resources Made Available
Narrative
As in recent years, the City was successful in expending enough funds to meet the Department of Housing and Urban Development’s (HUD) annual timeliness test in FY 2022-2023.
The City’s CDBG Program Income (PI) funds are leveraged with their CDBG entitlement:
1. Entitlement ($237,862)
2. Program Income ($885,917.44)
Together, the above funds equate to a total of $1,123,779.44 and provide the total budget for the City’s Community Development Housing Programs.
Identify the geographic distribution and location of investments Target Area Planned
Percentage of
Allocation
Actual
Percentage of
Allocation
Narrative Description
Citywide 100 100
Projects will benefit eligible City of
Monterey residents on a citywide
basis.
Delmonte -Laguna
Grande
El Estero
Historic Downtown
Van Buren Street
Lower Old Town
Table 4 – Identify the geographic distribution and location of investments Narrative
Across the City of Monterey, there are six (6) Census Block Group areas that qualify for low-mod area benefit. These Census Block Groups are: 125-02, 127-01, 120-02, 133-1, 133-03, and 133-04. CDBGfunded public improvements projects were directed to these areas. All other CDBG and housing fund activities were distributed city-wide.
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 15, Packet Page 1608 ATTACHMENT 1
CAPER 13
OMB Control No: 2506-0117 (exp. 09/30/2021)
The City allocated $100,000 of CDBG funds to various public infrastructure projects.
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 16, Packet Page 1609 ATTACHMENT 1
CAPER 14
OMB Control No: 2506-0117 (exp. 09/30/2021)
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.
Leveraging additional local and state resources with the CDBG entitlement was a main focus in FY 2022- 2023. Building partnerships and providing CDBG funding to various public service agencies, such as Community Human Services (CHS), allows organizations to both remain operational and leverage their own resources with the ultimate goal of yielding higher capacity and additional services offered. For example, as the City continued to provide CDBG funding to CHS for their homeless outreach and emergency women’s shelter programs, the organization was able to establish a new homeless shelter, Shuman HeartHouse, which is set to open its doors to Monterey homeless women and families with children in Fall of 2023.
In FY 2022-2023, the City committed a total of $172,000 of CDBG funds to eleven (11) public service agencies. CDBG public service funds were leveraged significantly with local nonprofit agency funds. The various local organizations provided supportive services such as counseling, emergency shelter, homeless programs, programs for disabled individuals, senior programs, and other programs for lowincome Monterey residents. $168,868, or 98 percent, of these funds were spent, with nine (9) agencies spending 100% of allocated funding. The remaining two (2) agencies did not spend their whole allocation because they did not incur enough costs in providing services.
The Housing Authority of the County of Monterey (HACM) also provides a variety of services to Monterey city residents, including Housing Choice Vouchers, Public Housing, Farm Labor Housing, Tax Credit, and other affordable housing programs. HACM allocated 184 Housing Choice Vouchers for the City of Monterey in FY 2022-2023. In addition, HACM owns rental properties in the City, including Casanova Plaza at 800 Casanova Avenue (86 units for seniors and disabled persons), Oak Grove at 1100 Second Street (5 units), and Portola Vista at 20 Del Monte Avenue (64 units). Apartment units continued being offered at affordable rents to eligible families, seniors, and persons with disabilities.
HACM also provides clients with information about fair housing laws and helps with finding available rental units. Tenant-landlord counseling and investigation of discriminatory housing complaints is additionally available to City of Monterey residents who are clients of HACM. Moreover, HACM partners with a wide array of community nonprofit organizations, City and County agencies, and State organizations to address affordable housing and housing shortage issues facing the jurisdiciton.
In addition to the above, the City was also chosen to receive the Permanent Local Housing Allocation (PLHA) grant. PLHA is a formula grant to entitlement juridictions that is based on the formula used under federal law for CDBG. City Council authorized the use of PLHA funds to cover pre-development costs for the 100% affordable housing project behind City Hall. The City is continuing to search for new ways to leverage PLHA funds in future fiscal years.
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 17, Packet Page 1610 ATTACHMENT 1
CAPER 15
OMB Control No: 2506-0117 (exp. 09/30/2021)
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.
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 10 3
Number of Special-Needs households to be
provided affordable housing units 0 0
Total 10 3
Table 11 – Number of Households
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 8 13
Number of households supported through
Acquisition of Existing Units 2 2
Total 10 15
Table 12 – Number of Households Supported
Discuss the difference between goals and outcomes and problems encountered in meeting these goals.
During FY 2022-2023, the City continued its housing rehabilitation programs through the provision of grants for eligible low-income homeowners. The City completed five (5) Mr. Fix-It Grant rehabilitation projects for minor repairs and improvement of overall housing quality. Thirteen (13) additional Mr. Fix-It projects are currently underway. The Home Safety Grant for emergency health and safety repairs was awarded to five (5) low-income homeowners, while the Home Accessibility Grant for accessibility improvements for disabled household members was awarded to three (3) homeowners. As portrayed in Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 18, Packet Page 1611 ATTACHMENT 1
CAPER 16
OMB Control No: 2506-0117 (exp. 09/30/2021)
Table 12 above, the City exceeded its goal for supporting homeowner households through rehabilitation projects.
In addition, the City rehabilitated and resold three (3) affordable ownership units to low-income firsttime homeowners. The City also purchased two (2) affordable housing units for rehabilitation and resale which will occur in the following Fiscal Year 2023-2024.
Discuss how these outcomes will impact future annual action plans.
There is a continued need for available housing units for extremely low, very low, and low-income households in the City of Monterey. As the City understands this importance, it continues to explore opportunities with regional public service providers, local nonprofit housing developers, and neighboring jurisdictions for the development of new housing units in the region.
The City began the process for the development of 42 new affordable housing units with MidPen Housing, a non-profit housing developer specializing in quality affordable housing. The City entered into an Exclusive Negotiating Agreement for this project which will consist of 100% affordable housing for low-income residents on City leased-land that is behind City Hall.
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.
Number of Households Served CDBG Actual HOME Actual
Extremely Low-income 1,194 0
Low-income 315 0
Moderate-income 385 0
Total 1,894 0
Table 13 – Number of Households Served
Narrative Information
CDBG funds were allocated for public services through eleven (11) local public service agencies, which in total served individuals including seniors, youth, persons with disabilities, homeless and households at risk of homelessness, and low-income households. Echo Fair Housing provided fair housing support services to low-income households in the City while Alliance on Aging provided tax assistance and ombudsman services and referrals to low-income seniors. Approximately 93% of those who received support from public service agencies through CDBG were extremely low to moderate income.
The City continued its Housing Preservation Programs which are dependent on determining household income based on family size. These homeowner housing rehabilitation activities included emergency housing repairs through the Home Safety Grant, minor housing repairs to improve overall housing quality through the Mr. Fix-It Grant, and home accessibility improvements for disabled household Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 19, Packet Page 1612 ATTACHMENT 1
CAPER 17
OMB Control No: 2506-0117 (exp. 09/30/2021)
members through the Home Accessibility Grant. Of the 13 households assisted through Housing Preservation Programs, all were low-income.
Moreover, the City’s Purchase and Resale Program provided opportunities for income qualified firsttime homebuyers to purchase deed restricted housing units and become homeowners. The City rehabilitated and resold three (3) affordable ownership units to low-income first-time homebuyers. In addition, the City also purchased two (2) affordable housing units for rehabilitation and resale, which will occur in the following Fiscal Year 2023-2024.
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 20, Packet Page 1613 ATTACHMENT 1
CAPER 18
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending homelessness through:
Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
The Monterey County Homeless Count and Survey is an all-hands effort that aims to collect then analyze and distribute Point-in-Time (PIT) count data on homelessness throughout Monterey County every two (2) years. Collection of data for the 2022 Monterey County Homeless Count and Survey occurred in January 2022 and is the only comprehensive sheltered and unsheltered reporting conducted since 2019, as data collection was halted as a result of the COVID-19 pandemic. Results show that the total homeless count in the County decreased from 2,422 in 2019 to 2,047 in 2022, an approximately 15% decrease. As for the City of Monterey itself, the total homeless count decreased from 204 in 2019 to 101 in 2022, an approximately 50% decrease. Of all jurisdictions in the County, the City of Monterey saw the largest decrease in homeless population between these years.
In 2019, the City conducted and published a Vulnerable Communities Needs Analysis. The report is a culmination of information from the community, including specific stakeholders, and demographic data about the City. In all, the ultimate purpose of the report was to identiy which public services are in highest demand and what unmet needs exist in relation to services and housing. Those experiencing or at risk of experiencing homelessness were identified as one of the two (2) most vulnerable populations in the community. Moreover, the report also identified that a large majority of people experiencing homelessness in the City were local residents prior to becoming homeless, rather than coming from outside the area. This can be attributed to increasing costs of living, along with an inadequate availability of affordable housing. Feedback from the public and service providers reflected a need for expanded housing and other services for the homeless, including physical and mental health care as well as emergency shelter.
In FY 2022-2023, the City continued to provide CDBG grants to community service organizations that serve homeless needs. This strategy has been an ongoing effort for the City to connect homeless individuals and families and those at risk of becoming homeless with needed services. Five (5) organizations were awarded CDBG grants of $20,000 each for the following services:
Community Human Services De Noche Buena: Emergency shelter serving single women and families with children;
Community Human Services Safe Place: Homeless outreach and support for homeless individuals and at-risk youth;
The Food Bank of Monterey County: Nutrition support to the homeless population; Gathering for Women: Case management and day-center services to assist homeless women; and
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 21, Packet Page 1614 ATTACHMENT 1
CAPER 19
OMB Control No: 2506-0117 (exp. 09/30/2021)
Interim, Inc.: Homeless services, emergency and temporary housing outreach, and case management for people with mental illnesses.
Addressing the emergency shelter and transitional housing needs of homeless persons The City of Monterey continued to allocate CDBG funds to community service organizations that provided direct services to homeless persons. Public services funding was provided to Community Human Services De Noche Buena for emergency shelter services serving single women and families with children and Interim, Inc. for emergency and temporary housing outreach. In addition, Gathering for Women, an organization serving homeless women and offering shelter referrals, was supported by the City as well.
As the City is committed to addressing the emergency shelter and transitional housing needs of the community’s homeless population, they will continue to coordinate with and maintain strong relationships with the community organizations. The City continues to search for new ways to assist its homeless population’s shelter and housing needs.
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 Coalition of Homeless Services Providers is the lead agency for the Continuum of Care in the County of Monterey. The Coalition’s Leadership Council oversees the Lead Me Home Plan, which the City has participated in since 2013. Representatives from Monterey County Behavioral Services, Monterey County Social and Employment Services, and Natividad Hospital are additional participants in the Coalition’s plan for addressing homelessness. Lead Me Home is a 5-year plan (2021-2026) that aims to reduce homelessness through strategies of enhancing and formalizing existing processes to facilitate transition from institutions through the development of effective universal discharge policies.
Objectives and priorities for addressing homelessness in the County of Monterey were incorporated into the City’s Consolidated Plan and will continue to inform future Consolidated Plan goals as well as Annual Action Plan activities. The Coalition of Homeless Services Providers works in close coordination with the City’s CDBG subrecipients. Community Human Services’ Safe Place program provided homeless outreach and support to homeless persons and at-risk youth while their Casa De Noche Buena emergency shelter served women and families with children; Interim, Inc. provided homeless services including emergency and temporary housing outreach and case management for persons with mental illnesses; and Court Appointed Special Advocates (CASA) advocated for children in the foster care system. In addition, Interim Inc.’s Manzanita House provided short-term crisis services and emergency placement in Monterey’s Laguna Grande.
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 22, Packet Page 1615 ATTACHMENT 1
CAPER 20
OMB Control No: 2506-0117 (exp. 09/30/2021)
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
In FY 2022-2023, the City continued to allocate CDBG funds to serve organizations that assist the homeless population and those who are at-risk of becoming homeless. Interim, Inc. provided street outreach and intensive case management to 31 homeless individuals, 21 of which were newly outreached clients. The City also continued to support Community Human Services (CHS) with two (2) programs: the Safe Place program which provided homeless outreach and support to 107 homeless individuals and at-risk youth, and the Casa De Noche Buena emergency shelter which served 81 single women and families with children. Furthermore, the City also continued to support Gathering for Women which provided 235 homeless women with case management and day-center services.
In addition to the public service agencies discussed above, the City allocated CDBG funds to the Food Bank of Monterey County, Legal Services for Seniors, Meals on Wheels for seniors and disabled persons, Alliance on Aging for low-income senior tax assistance, Josephine Kernes Memorial Pool therapy program from low-income seniors and disabled persons, Court Appointed Special Advocates for children in foster care, and ECHO Fair Housing Support Services for low-income households. Supportive services provided by each of these organizations helps the City’s low-income population by improving quality of life and meeting needs.
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 23, Packet Page 1616 ATTACHMENT 1
CAPER 21
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-30 - Public Housing 91.220(h); 91.320(j)
Actions taken to address the needs of public housing
The City consults with the Housing Authority of the County of Monterey (HACM) when creating the Consolidated Plan and the Strategic Plan. The Housing Authority of the County of Monterey (HACM), a public agency, provides rental assistance and develops and manages affordable housing projects throughout Monterey County. There are approximately 155 public housing units within the City of Monterey. HACM also administers the Housing Choice Voucher Program (HCV), a rental subsidy program for lower income (up to 50 percent AMI) families and seniors. Of the 3,235 HCVs in use in the County, 184 are allocated for the City of Monterey. The City will continue to coordinate with HACM as the regional housing authority and public housing provider whenever and wherever possible in future fiscal years.
Actions taken to encourage public housing residents to become more involved in management and participate in homeownership
HACM promotes sufficiency and asset development of resident families and individuals by encouraging participants in the HCV program to sign up for the Family Self-Sufficiency program and the POWER project. HACM also assists families who are able to become homeowners by utilizing various options including Section 8 vouchers and working with the communities to provide down payment assistance to clients. These programs continued in FY2021.
Actions taken to provide assistance to troubled PHAs
The Housing Authority of the County of Monterey is not currently troubled, nor has it been in recent years.
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 24, Packet Page 1617 ATTACHMENT 1
CAPER 22
OMB Control No: 2506-0117 (exp. 09/30/2021)
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 2020-2024 Consolidated Plan identifies housing costs and affordability as the most significant housing problems facing the City of Monterey. Households earning below 80 percent of Monterey’s AMI are most impacted by the lack of affordable rental and ownership housing units. While market rate rental units in the City are generally affordable for moderate-income households up to 20 percent of AMI, the supply of housing is generally limited. Simultaneously, the inventory of very-low and lowincome units in the City is not sufficient enough to meet resident needs. Even more so, the lack of available water and land leaves the development of new units as extremely limited.
Housing is classified as ‘affordable’ if households do not pay more than 30 percent of their annual income on rent or mortgage. Otherwise, if a household is paying more than 30 percent of their annual income on rent or mortgage, they are classified as ‘housing burdened.’ Both Census and survey data highlight that a high percentage of low-income and below households in the City of Monterey experience housing costs at 30 percent or greater of their household income. Coupled with the number of homeless individuals and families in the City, there is an evident need for housing units that are affordable to extremely low-income households. In the fourth year of the Consolidated Plan, the City is consistently exploring funding strategies that can be utilized to develop new availability of extremely low, very low, and low-income rental units.
As the 2013-2023 Housing Element comes to a close, the City announced the planned development of Monterey 2031 - a project and process for development of the General Plan Update. Residents were invited to collaborate with the City to create this new blueprint of development. Critical issues to be addressed include the problem of housing supply and affordability. As the City develops future plans for goals, policies, and programs, they continue to focus on removing and ameliorating negative effects that policies may have on affordable housing throughout the community.
Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) In FY 2022-2023, the City continued to support the Van Buren Senior Housing project (developed on City-owned land), the Monterey Hotel Apartments (solely funded with former Redevelopment Agency housing funds), and the Estrella Apartments (funded by HOME grant). These three (3) projects provide affordable housing to low- to moderate-income households and were identified as high priorities in the 2020-2024 Consolidated Plan. In the fourth year of the Consolidated Plan, the City continues to address the goal of improving housing opportunities for low- and moderate-income levels. For example, the City is in the early stages of developing a new 100% affordable housing project on City-leased land located behind City Hall. Through negotiations with nonprofit housing developers, the process has started with Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 25, Packet Page 1618 ATTACHMENT 1
CAPER 23
OMB Control No: 2506-0117 (exp. 09/30/2021)
MidPen Housing, and is an effort to reduce obstacles to affordable housing for the City’s low-income residents.
As stated throughout this report, the City provided grants through CDBG to public service organizations all of which provide important support services to low-income populations in order to boost quality of life for populations served. Several organizations provided with CDBG funds in FY 2022-2023 include the Food Bank of Monterey County, Legal Services for Seniors, Meals on Wheels for seniors and disabled persons, Alliance on Aging for low-income senior tax services, Josephine Kernes Memorial Pool for lowincome senior and disabled persons therapy, and ECHO Fair Housing for low-income household supportive services.
Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) The City of Monterey’s Housing Office administers and manages a Housing Rehabilitation Program which is funded through CDBG and includes three (3) available grants offered to low-income households. The Mr. Fix-It Grant assists homeowners with home maintenance through minor repairs that improve overall housing quality, the Home Safety Grant assists homeowners with emergency health and safety repairs to meet code, and the Home Accessibility Grant assists homeowners with installation of accessibility features for disabled household members. The City actively promotes these grants to low-income households and each rehabilitation project is tested for lead-based paint. If lead-based paint is discovered, the City utilizes allocated CDBG funds to abate the hazard. In FY 2022-2023, the City assisted 13 low-income households through these CDBG-funded housing rehabilitation projects. In future fiscal years, the City will continue to allocate CDBG funding for the Mr. Fix-It, Home Safety, and Home Accessibility grant programs.
Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) Through CDBG grant allocations in FY 2022-2023, the City provided funding to public service organizations for important supportive services to homeless and low-income populations and allocated funding to their own programs. Programs, services, and organizations included the following:
Alliance on Aging – Tax assistance and ombudsman services for low-income seniors in need; Food Bank of Monterey – Food donations;
Gathering for Women – Case management and day-center services for homeless women; Interim, Inc – Homeless services, emergency and temporary housing, and case management for persons with mental illnesses;
Josephine Kernes Memorial Pool – Exercise and therapy for seniors and disabled persons; Legal Services for Seniors – Legal advocacy and support for seniors in need; Meals on Wheels – Meal delivery to homebound seniors and disabled persons; ECHO Fair Housing Supportive Services – Fair housing support to low-income households; Court Appointed Special Advocates (CASA) – Program advocating for children in foster care; Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 26, Packet Page 1619 ATTACHMENT 1
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Community Human Services Safe Place – Homeless and at-risk youth outreach and support; Community Human Services Casa De Noche Buena – Emergency shelter for single women and families with children;
Housing Preservation Programs – Housing rehabilitation for low-income homeowner households; and
Acquisition and rehabilitation of ownership units for resale to low-income first-time homebuyers.
Actions taken to develop institutional structure. 91.220(k); 91.320(j) Since 2013, the City has been participating in the Coalition of Homeless Services Providers (lead agency for the County of Monterey’s Continuum of Care) Leadership Council’s oversight of the Lead Me Home plan. In addition, the Coalition coordinates activities to address homelessness with Monterey County Behavioral Services, Monterey County Social and Employment Services, and Natividad Hospital. Lead Me Home is a 5-year plan (2021-2026) that aims to reduce homelessness through strategies of enhancing and formalizing existing processes to facilitate transition from institutions through the development of effective universal discharge policies. Objectives and priorities for addressing homelessness in the County of Monterey were incorporated into the City’s Consolidated Plan and will continue to inform future Consolidated Plan goals as well as Annual Action Plan activities.
As the Coalition works in close coordination with the City of Monterey’s CDBG subrecipients, the City remains in regular contact and coordination with providers in the region. Furthermore, the City also consults with the Housing Authority of the County of Monterey (HACM) and with Eden Council for Hope and Opportunity, both of which are regional agencies.
Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j)
The City continues to work with various public service agencies that provide strategic and crucial services to City residents, such as outreach and education regarding affordable housing and housing placement. In FY 2022-2023, the City aimed to maintain and strengthen its relationships with these public service agencies and is consistently searching for new avenues to bolster these established relationships and develop new ones as well.
Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) In 2019, a regional Analysis of Impediments to Fair Housing Choice was conducted in Monterey County.
Impediments identified in the report included inequality in lending, lack of access to opportunity (especially in transportation and job proximity), lack of necessary zoning for housing types, need for affordable housing to the cost-burdened, and the potential for housing discrimination. As such, the development of strategies to remove impediments to fair housing was completed prior to the 2020- 2024 Consolidated Plan process.
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 27, Packet Page 1620 ATTACHMENT 1
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OMB Control No: 2506-0117 (exp. 09/30/2021)
Moreover, an additional report published prior to the 2019 analysis had identified inadequate analysis of lending practices as well as a lack of initiatives to promote fair housing. To diminish these obstacles, the City has continued to partner with Eden Council for Hope and Opportunity, an organization that provides fair housing education and counseling to the community. In 2018, the City participated in four (4) community workshops to learn about the public’s experiences with housing discrimination and housing placement. The previous analysis had also identified barriers in addressing lead-based paint in older homes, which the City has combatted through its Housing Rehabilitation Programs. These programs are CDBG-funded housing rehabilitation projects for which the City tests for and abates leadbased paint as part of the overall program process.
While there is a need for expanded affordable housing unit availiability, it is difficult to develop in the City due to a lack of water resources and available land. As a result, the City has continued to address barriers to Section 8 vouchers. Working with the Housing Authority of the City of Monterey (HACM), the City initiated strategies to develop effective outreach to both City residents and landlords, including a Section 8 Marketing Packet that features rental units and is delivered to landlords. Furthermore, the need for expanded affordable housing is addressed by the City through the Inclusionary Ordinance which features policies regarding moderate- and low-income housing, such as the requirement that moderate- to low-income housing shall remain affordable to moderate- to low-income households or shall be replaced with additional moderate- to low-income housing. The City continues working on the Inclusionary Ordinance to include new incentives that encourage the development of larger units.
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 28, Packet Page 1621 ATTACHMENT 1
CAPER 26
OMB Control No: 2506-0117 (exp. 09/30/2021)
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
In FY 2022-2023, the City conducted monitoring of all CDBG subrecipient public service agencies and identified no findings. The City of Monterey has the following seven-step monitoring process for its subrecipients:
1. Risk Analysis for 100% of subrecipients,
2. Pre-monitoring questionnaire for 100% of subrecipients,
3. Desk Review for subrecipients with a high score on the risk analysis or pre-monitoring questionnaire,
4. Request for site visit,
5. On-Site visit to review grant documentation and procedures,
6. Monitoring letter sent with recommendations, findings, and next steps, and
7. Intervention for subrecipients that do not respond or fail to make corrective actions.
The City also conducted unit inspections for 13 housing properties. 29 inidivudal units were inspected between May and June of 2023, at locations including Casanova Plaza, El Estero Senior Housing, Pearl Street, Casa De La Estrella, El Cuartel Nuevo, Portola Vista Apartments, Casa De Robles, Oak Grove, Lighthouse, Monterey Hotel Apartments, Osio Plaza Apartments, Skyline Terrace, and Wave Street Apartments.
In addition, the City follows all HUD-approved procurement guidelines and tracks both Section 3 as well as MBE/WBE participation in all federally funded public contracts. As part of the Home Repair Grants Program, the City regularly contracts minority business owners. The City also participates in regional planning efforts to ensure comprehensive planning, including the regional Assessment of Fair Housing in partnership with other jurisdictions across the County of Monterey.
Citizen Participation Plan 91.105(d); 91.115(d)
Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports.
The City of Monterey published notice of the FY 2022-2023 CAPER public hearing on August 30, 2023.
The 15-day public comment period began on September 1, 2023, and closed on September 17 2023.
The City Council conducted the public hearing on September 19, 2023.
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 29, Packet Page 1622 ATTACHMENT 1
CAPER 27
OMB Control No: 2506-0117 (exp. 09/30/2021)
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.
Goals and priorities that were specified in the 2020-2024 Consolidated Plan guided the City’s Annual Action Plan activities. No changes were made to the 2022-2023 Annual Action Plan. The City continued to prioritize the successful completion of the Timeliness Spending Plan according to an established internal process and long-range plans that help maintain timeliness while meeting other CDBG program objectives.
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.
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 30, Packet Page 1623 ATTACHMENT 1
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OMB Control No: 2506-0117 (exp. 09/30/2021)
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 0
Total Section 3 Worker Hours 0
Total Targeted Section 3 Worker Hours 0
Table 15 – 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 16 – Qualitative Efforts - Number of Activities by Program Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 31, Packet Page 1624 ATTACHMENT 1
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OMB Control No: 2506-0117 (exp. 09/30/2021)
Narrative
The City did not have any activities during the 2022-2023 Fiscal Year that met the Section 3 requirements.
Council Regular Meeting, 9/19/2023, Item No. 20., Item Page 32, Packet Page 1625