CED Committee
December 10, 2024
AGENDA REPORT
TO: Jestin Johnson
City Administrator
FROM: Emily Weinstein,
Director, Housing and
Community Development
SUBJECT: 2023/24 Consolidated Annual
Performance & Evaluation Report
DATE: November 7, 2024
City Administrator Approval Date:
RECOMMENDATION
S
taff Recommends That The City Council Conduct Receive An Informational Report on The City Of Oakland’s Consolidated Annual Performance & Evaluation Report (CAPER) For Fiscal Year (FY) 2023/24 Community Development Block Grant, HOME Investment Partnerships, Housing Opportunities For Persons With HIV/AIDS, Emergency Solutions Grant, HOME American Rescue Plan And 2023/24 Activities Administered Under Coronavirus Aid Relief & Economic Security Act Funds Allocated Under The Community Development Block Grant.
EXECUTIVE SUMMARY
Thi
s report transmits to the public and to the Oakland City Council (Council), the City of Oakland’s Consolidated Annual Performance and Evaluation Report (CAPER) for Fiscal Year (FY) 2023/24 as mandated by the United States Department of Housing & Urban Development (HUD) under Title 24, Part 91, Sections 91.105 and 91.520(a) of the Code of Federal Regulations (24 C.F.R. §§ 91.105; 91.520(a).
In 2023 the HUD Community Planning & Development (CPD) Department awarded the City of Oakland (City) a total of $14,664,598 under four HUD/CPD Formula Entitlement grants as authorized by Council Resolution No. 89799 C .M.S ., pas sed on June 20, 2023.
A
breakdown of the awards by grant is provided in Table A below.
Attachment A
CED Committee
December 10, 2024
Jestin Johnson, City Administrator
Subject: 2023/24 Consolidated Annual Performance & Evaluation Report Date: November 7, 2024
Table A: HUD/CPD 2023/24 Grant Awards
HUD CPD Grant Award
Community Development Block Grant (CDBG) $7,351,600
HOME Investment Partnership (HOME) $2,935,667
Housing Opportunities for Persons Living With AIDS (HOPWA) $3,722,566 Emergency Solutions Grant (ESG) $654,765
TOTAL 2023/24 HUD CPD FORMULA GRANT AWARDS $14,664,598
Consistent with the City’s FY 2020/21 - 2024/25 Five Year Consolidated Plan (Con Plan), FY 2023/24 Community Development Block Grant (CDBG), HOME Investment Partnership (HOME), Emergency Solutions Grant (ESG), and Housing Opportunities for Persons Living With AIDS (HOPWA) funds were utilized to support the following Annual Action Plan (AAP) priorities for FY 2023/24 to benefit Oakland residents earning low- and moderate income (LMI), LMI areas of Oakland, unsheltered residents, businesses serving LMI communities, and persons with HIV/AIDS.
1. Affordable Housing
2. Homeless Solutions
3. Economic Development
4. Community Development/Public Services
5. Neighborhood Stabilization
6. Public Facility Improvements and Infrastructure
Approximately 6,077 households received direct benefit from services and projects administered under the CDBG, HOME, HOPWA, and ESG programs for FY 2023/24, including activities specific to COVID responses under the CDBG-CV, ESG-CV, grants. In addition, with other Federal and State fund sources, 395 households received support from the Emergency Rental Assistance Program (ERAP) in FY 2023/24, bringing the total number of households supported to 6,472 households through the City of Oakland’s grants utilized in this program year.
T
able B below provides race and ethnicity compositions of families assisted by these funding sources.
CED Committee
December 10, 2024
Jestin Johnson, City Administrator
Subject: 2023/24 Consolidated Annual Performance & Evaluation Report Date: November 7, 2024
Table B: Race & Ethnicity of Families Assisted By Funding Source
RACE CDBG HOME ESG HOPWA TOTAL
White 304 2 56 51 413
Black or African American 951 12 363 86 1,412
Asian 40 0 8 2 50
American Indian or Alaska Native 20 0 7 7 34
Native Hawaiian or Other Pacific
Islander 14 0 1 2 17
American Indian or Alaska Native and
White* 3 0 1 1 5
Asian and White * 4 0 1 1 6
Black or African American and White* 18 0 9 3 30
American Indian or Alaska Native and
Black or African American* 15 0 14 4 33
Other multiple race combinations
greater than one percent* 96 0 88 3 187
Unknown/Refused 3,500 0 0 390 3,890
Subtotal 4,965 14 548 550 6,077
ETHNICITY
Hispanic 235 0 70 30 335
Not Hispanic 1,432 0 478 130 2,040
Unknown/Refused 3,298 14 0 390 3,702
Subtotal 4,965 14 548 643 6,077
CED Committee
December 10, 2024
Jestin Johnson, City Administrator
Subject: 2023/24 Consolidated Annual Performance & Evaluation Report Date: November 7, 2024
Attachment B provides a summary of accomplishments included in the City’s 2023/24 CAPER for activities funded under the CDBG, HOME, HOPWA, and ESG, CDBG-CV, ESG-CV and other fund resources used to achieve overall priorities set in the 2023/24 Annual Action Plan.
The full CAPER is available online for review at https://www.oaklandca.gov/news/notice-of- request-for-public-comments-on-the-city-of-oaklands-second-public-hearing-for-fy2024-25- annual-action-plan-and-the-city-of-oaklands-consolidated-annual-performance-and-evaluation- report-for-fy-2023-24
BACKGROUND / LEGISLATIVE HISTORY
The City’s FY 2023/24 CAPER includes a description of the resources made available, the investment of available resources, the geographic distribution and location of investments, the families and persons assisted (including the racial and ethnic status of persons assisted), actions taken to affirmatively further fair housing, and other actions as planned and approved under the 2020/21 – 2024/25 Five Year Consolidated Plan (Con Plan), and the 2023/24 AAP.
Under Title 24, Part 91, Section 91.520 of the Code of Federal Regulations (24 C.F.R. §
91.520), the City is required to report annually on the progress it has made in carrying out its Five-Year Consolidated Plan (Con Plan), AAP and Substantial Amendments to the Con Plan or AAPs.
The 2023/24 Annual Action Plan (AAP) allocates HUD/ CPD Formula Grants awarded to the City under the CDBG, HOME, ESG, and HOPWA. Said fund uses are authorized by Oakland City Council Resolution No. 89799 C.M.S
. passed on June 20, 2023. In FY 2023/24, the City
continued the use of CDBG-CV allocations as authorized by Oakland City Council Resolution No. 88135 and No. 88416. HOME American Rescue Plan (HOME ARP) activity and funds are authorized by Oakland City Council Resolution No. 88977.
Per 24 C.F.R. § 91.105 (d) the City’s citizen participation plan must provide citizens with reasonable notice and an opportunity to comment on performance reports. The citizen participation plan must provide a period not less than 15 days for public review and comments on the CAPER that is to be submitted to HUD.
ANALYSIS AND POLICY ALTERNATIVES
The City’s 2023/24 CAPER evaluates and reports accomplishments and progress towards six priority goals established under the 5 Year Con Plan and 2023/24 AAP:
1. Affordable Housing
2. Homeless Solutions
3. Economic Development
4. Community Development Public Services
5. Neighborhood Stabilization
6. Public Facility Improvement & Infrastructure Improvements
CED Committee
December 10, 2024
Jestin Johnson, City Administrator
Subject: 2023/24 Consolidated Annual Performance & Evaluation Report Date: November 7, 2024
FY 2023/24 activities reported under these priority-goals support and advance the Citywide priority of housing, homeless solutions, economic and cultural security; Oakland’s Permanent Access To Housing (PATH) framework to addressing homelessness, and Oakland’s Housing & Community Development Strategic Plan Framework. All strategic actions were performed from a racial equity perspective to best target resources to the most vulnerable residents in consideration of housing needs, the state of homelessness, the level of under-served communities, and the disparities of opportunity and access for Black, Hispanic and other Oakland residents of color living with low- to moderate- incomes.
CAPER highlights for FY 2023/24 are provided below.
Highlights:
Table C shows the number of new construction Affordable Housing units completed, acquired, underway, and financed in FY 2023/24.
Table C – Production of New Affordable Housing
Activity Affordable
Rental Units
Sites Status
New Construction 302 2 Construction Complete
New Construction 391 5 Construction Started
Homekey/R2H2 40 2 Construction Started
HOME ARP 136 3 Predevelopment Stage
HOME ARP funds to support
predevelopment & projects under
construction:
1. Inn at Coliseum – 36 units of
housing and wrap-around
services for chronically
homeless
2. Round 3 Homekey set aside
investment in future projects –
approximately 47 units
3. 500 Lake Park - 53 units
New NOFA Financing
Commitments
96 1 New Finance Commitments for NOFA
Projects in FY 23/24
New Homekey/R2H2
Financing Commitments Only
211 New Finance Commitments for
Homekey/R2H2 in FY 23/24
New Pipeline Financing
Commitments Only
74 1 New Finance Commitments for
Pipeline Projects in FY 23/24
Further detail for Tables C through I is provided in Attachment A of this report and Section CR- 05 of the 2023/24 CAPER.
CED Committee
December 10, 2024
Jestin Johnson, City Administrator
Subject: 2023/24 Consolidated Annual Performance & Evaluation Report Date: November 7, 2024
Table D shows the number of existing Affordable Housing units maintained through rehabilitation of rental units and owner-occupied housing units.
Table D – Preservation of Existing Affordable Housing
Activity Affordable
Rental Units
Sites Status
Rehabilitation of Rental Units 0 0 Rehabilitation Complete Acquisition Property 1 1 Acquisition Complete
Owner-Occupied
Rehabilitation
44 44 Rehabilitation Complete
Table E shows the types of tenant protections provided to keep Oakland tenants housed.
Table E -Tenant Protections for Affordable Housing
Activity Tenants Status
Anti-Displacement Information &
Referral
198 Referrals Complete
Fair Housing Legal Service 496 Legal Services, Outreach & Education
Code Enforcement Relocation 45 Tenant Relocation Payments Complete
Homeless Prevention Pilot 298 Wraparound Services Provided Rent Adjustment Program (RAP)
Workshops
29 Workshops Provided
RAP Petitions 423 Petitions Processed
RAP Counseling Sessions 390 Sessions Completed
Table F shows the number of summarizes public housing developments completed, underway and the number of households housed with the Oakland Housing Authority portfolio of housing.
Table F - Public Housing/Oakland Housing Authority
Activity Affordable
Rental Units
Status
Production (Construction &
Rehabilitation)
98 Construction/Rehabilitation Complete
Acquisition/Started Rehabilitation 103 Construction/Rehabilitation Underway Section 8 & Other HUD Program
Vouchers
12,906 Households Served with Housing
Vouchers
CED Committee
December 10, 2024
Jestin Johnson, City Administrator
Subject: 2023/24 Consolidated Annual Performance & Evaluation Report Date: November 7, 2024
Table G shows the number and types of homeless, supportive housing, HIV/AIDS, and food services provided in FY 2023/24.
Table G - Homeless, HIV/AIDS & Hunger Services
Activity Persons
Served
Status
Overnight Shelter 501 Provided Overnight Shelter
(48,910 bed nights)
Rapid Rehousing Assistance 584 Homeless Households Assisted Transitional Housing 581 Homeless Households Assisted
Homeless Encampment Outreach &
Services
12,964 Unsheltered Connected to Services
(8,359 Harm Reduction Supplies)
HIV/AIDS Housing Subsidy 30 Persons (Households) Living With
HIV/AIDS
HIV/AIDS Short Term Rental
Mortgage Utility Assistance
100 HIV/AIDS Households
HIV/AIDS Housing Placement 25 HIV/AIDS Households
Hunger Program 3,500 Low-income, Seniors, & Homeless
Served
Table H shows level COVID-19 related assistance provided to persons with HIV/AIDS, homeless and Low- to Moderate-Income s provided to keep residents safely housed or sheltered.
Table H - COVID-19 LMI, Homeless, and HIV/AIDS Assistance Activity Persons
Served
Status
Emergency Rental Assistance
Program (ERAP)
395 ERAP Applicants who are 30-80% AMI
.
CDBG-CV Short-Term Rental
Assistance & Housing Stability
Services
59 Short-Term Rental Assistance Paid &
Housing Stability Services Provided
Table I shows number of businesses to receive technical assistance, business loans, and jobs retained or created.
Table I - Economic Development Programs
Activity Businesses
Served
Status
Technical Assistance 294 Technical Assistance, Information & Referral
Business Loans 20 Loans for Businesses In LMI Areas
Jobs 181 Jobs Created/Retained
Further detail on projects and activities completed or underway during FY 2023/24 is provided in Attachment A.
CED Committee
December 10, 2024
Jestin Johnson, City Administrator
Subject: 2023/24 Consolidated Annual Performance & Evaluation Report Date: November 7, 2024
FISCAL IMPACT
The CAPER is a HUD-mandated annual report on the performance and evaluation activities carried out during FY 2023/24 under HUD CPD Formula Grant programs.
Funds awarded under the 2023/24 HUD/CPD award not expended during the FY 2023/24 will expire September 2031 for CDBG, 2031 for HOME, 2026 for HOPWA, and 2025 for ESG.
HOME ARP funds expire September 2030 and HUD CPD Cares Act funds awarded under CDBG-CV expire 2026.
The City follows each of the expenditure periods listed above.
PUBLIC OUTREACH / INTEREST
Per 24 C.F.R. § 91.105(d)(1), the City publishes and posts the CAPER online to provide Oakland residents reasonable opportunity to review and provide feedback regarding the CAPER. The CAPER is posted on the City of Oakland website for not less than a fifteen-day period.
A Public Notification of the City’s 2023/24 CAPER was posted in the East Bay Times, The Post, El Mundo, and Sing Tao newspaper publications, announcing the availability of the CAPER and the public comment period. Said notice also included the following information concerning the 2023/24 CAPER:
• CAPER Public Comment Period – December 01, 2024 – December 15, 2024 • Forwarding Information for Public Comments to:
[email protected] or
City of Oakland/Community Development & Engagement (CDE) Division 250 Frank H. Ogawa Plaza, Suite
5313 Oakland, CA 94612
Attention: Ecaterina Burton, Monitoring & Evaluation Supervisor for CDE
• Online access for the CAPER and Council Calendar at:
https://www.oaklandca.gov/news/notice-of-request-for-public-comments-on-the- city-of-oaklands-second-public-hearing-for-fy2024-25-annual-action-plan-and-the- city-of-oaklands-consolidated-annual-performance-and-evaluation-report-for-fy- 2023-24
In addition, staff provided email notices to the various community contact lists made available to the City’s CDE Division.
This item is to be presented on December 17, 2024 at Oakland City Council, as a public hearing item for the FY 2023/24 CAPER as an informational report, providing a second opportunity for the City to obtain public comments regarding the outcomes and accomplishments reported in the 2023/24 CAPER.
CED Committee
December 10, 2024
Jestin Johnson, City Administrator
Subject: 2023/24 Consolidated Annual Performance & Evaluation Report Date: November 7, 2024
Public comments submitted during the 15-day public comment period and during the public hearing will be entered and made part of Section CR-40 of the 2023/24 CAPER prior to submitting the CAPER to HUD for final review and approval.
COORDINATION
The 2023/24 CAPER is submitted in coordination with Department of Housing & Community Development, Economic Workforce Development, Human Services Department, and the Oakland Housing Authority. This report has been reviewed by the City Attorney’s Office and by the City’s Budget Bureau Office.
SUSTAINABLE OPPORTUNITIES
Economic: CDBG, HOME, ESG and HOPWA supports activities and services that benefit low- and moderate-income residents of Oakland, unsheltered residents, special needs populations and persons to provide for affordable housing, economic opportunities, and suitable living environments; all of which contribute to sustainable economic opportunities for Oakland residents.
Environmental: An environmental review process is required for all HUD-assisted projects to ensure that the proposed project does not negatively impact the surrounding environment and that the property site itself will not have an adverse environmental or health effect on end- users. Not every project is subject to a full environmental review (i.e., every project's environmental impact must be examined, but the extent of this examination varies).
Race & Equity: CDBG, HOME, ESG, and HOPWA supports activities for low- and moderate- income residents, unsheltered individuals, and persons living with HIV/AIDS.
Support to these populations and subpopulations, seeks to minimize disparities in outcomes by race in all areas of well-being, including but not limited to housing, suitable living environments, economic opportunities, community development, and public services.
CED Committee
December 10, 2024
Jestin Johnson, City Administrator
Subject: 2023/24 Consolidated Annual Performance & Evaluation Report Date: November 7, 2024
ACTION REQUESTED OF THE CITY COUNCIL
Staff Recommends That The City Council Receive An Informational Report On The City Of Oakland’s Consolidated Annual Performance & Evaluation Report (CAPER) For Fiscal Year (FY) 2023/24 Community Development Block Grant, HOME Investment Partnerships, Housing Opportunities For Persons With HIV/AIDS, Emergency Solutions Grant, HOME American Rescue Plan And 2023/24 Activities Administered Under Coronavirus Aid Relief & Economic Security Act Funds Allocated Under The Community Development Block Grant.
For questions regarding this report, please contact Hugo Ramirez, Deputy Director, at [email protected].
Respectfully submitted,
Emily Weinstein
Director,
Department of Housing & Community
Development
Reviewed by:
Greg Garrett, Manager
Community Development &
Engagement
Prepared by:
Ecaterina Burton, Monitoring &
Evaluation Supervisor
Community Development &
Engagement