Attachment B - FY 2023-2024 CAPER Summary
1 ATTACHMENT B –
FY 2023/24
CONSOLIDATED ANNUAL PERFORMANCE & EVALUATION REPORT SUMMARY
The following is a summary of accomplishments included in the City’s 2023/24 Consolidated Annual Performance & Evaluation Report (CAPER) for activities funded under the CDBG, HOME, HOPWA, and ESG, Coronavirus Aid Relief & Economic Security allocations under the CDBG-CV, ESG-CV and HOME American Rescue Plan (ARP) and other fund resources used to support the City’s overall priorities as set forth in the Fiscal Year (FY) 2023/24 Annual Action Plan for:
1. Affordable Housing
2. Homeless Solutions
3. Economic Development
4. Community Development/Public Services
5. Neighborhood Stabilization; and
6. Public Facilities Improvements/Infrastructure Improvements
In the tables below, Attachment A compares FY 2023/24 accomplishments to FY 2022/23 accomplishments categorized by the “3P” Framework of Protection, Preservation and Production for affordable housing and under the Oakland Permanent Access To Housing Framework approach to addressing homelessness in Oakland.
Affordable Housing
Homelessness and housing affordability are top priorities for Oakland residents. To address these challenges, the City is carrying out a multi-pronged approach. The Housing and Community De- velopment Department is addressing housing affordability issues through its “3P” framework: to Protect Oaklanders from displacement; Preserve the existing affordable housing stock; and Pro- duce new deeply affordable housing units. Under the 3P Framework, the City produces new units of affordable housing, rehabilitates existing inventory of multi-family and owner-occupied afford- able housing, and acquires to convert property to affordable housing. Additionally,the City invests in the conversion of hotel/motel properties into housing for people experiencing homeless and provides various protection services to keep extremely low- to moderate-income Oakland resi- dents housed.
The City of Oakland’s overall FY 2023/24 Affordable Housing accomplishments are categorized below under the 3P Strategies:
Production:
Below is a list of projects that were completed or under construction during FY 2023/24.
Attachment B - FY 2023-2024 CAPER Summary
2 Affordable Housing 2023/24 Accomplishments Compared to Prior Year
Production
Affordable Housing Activity
2023/24 2022/23
Number of Units/Fund
Sources Type of Units Number of Units/Fund
Sources
Completed New Construction 302 units/2 sites
Fruitvale Transit Vil-
lage II-B
179 units
Brooklyn Basin
IV/Foon Lok East
123 units
Affordable Rental/
Permanent Sup-
portive Housing
Units
55 units/1 site
Cherry Hill
Apartments/95th and In-
ternational Housing
Partners, L.P.
Started New Construction 391 units/5 sites
3050 International
75 Units
E. 12th St (Project 1)
90 Units
Longfellow Corner
76 Units
Friendship Senior
49 units
The Phoenix
100 units
Affordable Rental/
Permanent Sup-
portive Housing
Units
215 units/3 sites
Ancora
77 units/1 site
7 th & Campbell
79 units/1 site
West Grand & Brush
59 units/1 site
Homekey/R2H2 Construction Com-
pleted
0 units
Hotel/Motels con-
verted permanent
supportive hous-
ing (PSH) for
homeless
79 units/2 sites
Piedmont Place
45 units/1 site
PSH
Kingdom Builders
34 units/1 site
PSH
Homekey/R2H2 Construction
Started
40 units/1 site
Dignity Village
40 units/1 site
PSH
Hotel/Motels con-
verted to afforda-
ble housing for
homeless
0 units
New Homekey/R2H2 Financing
Commitments Only
211 units/4 site
Imperial Inn
48 units/1 site
PSH
Quality Inn
104 units/1 site
Edes Clara
40 units/1 site
Covenant House
20 units/1 site
Hotel/Motels con-
verted to afforda-
ble housing for
homeless
0 units
Attachment B - FY 2023-2024 CAPER Summary
3 Production (continued)
Affordable Housing Activity
2023/24 2023/24
Number of Units/Fund
Sources Type of Units Number of Units/Fund
Sources
HOME ARP
For housing, services, and shelter to
individuals experiencing homeless-
ness and other vulnerable popula-
tions
Funds allocated to sup-
port 136 units:
500 Lake Park Apart-
ments-New construc-
tion
53 units
Inn at Coliseum 36-unit
Motel conversion
Round 3 Homekey Set
aside-47 units perma-
nent supportive housing
Affordable rental;
2 Homekey Pro-
jects
Housing for
Chronically home-
less
Perm. Supportive
Housing for un-
housed.
Funds allocated to support
136 units:
500 Lake Park Apart-
ments-New construction
53 units
Inn at Coliseum
36-unit Motel conversion
Round 3 Homekey Set
aside-47 units permanent
supportive housing
Only New NOFA Finance
Commitments
96 units/1 sites Affordable
Rental/Permanent
Supportive Hous-
ing Units
251 units/3 sites
Only New Pipeline Finance
Commitments
74 units/ 1 sites Affordable
Rental/Permanent
Supportive Hous-
ing Units
392 units/6 sites
First Time Homebuyers (FTHB) 3 Completed First Time Home- buyers
(FTHB) /loans
0 Completed
FTHB Class Enrollees 0 Completed Households/
Attendees
0 Completed
FTHB Completion Certificates 0 Completed Households/
Attendees
Referred to other HUD
certified FTHB workshops
CalHome ADU/JADU Loan Pro-
gram
0 Completed
/1 Loan provided
Assist homeown-
ers with deferred
loans to rehab ille-
gal ADU units, or
to construct new
ADU units.
0 completed
Preservation:
In program year 2023/24, the City’s Preservation activities served extremely low- to moderate- income residents of Oakland with rental housing rehabilitation, owner-occupied housing rehabili- tation, and conversions of multi-unit properties into affordable housing through the Acquisition and Conversion to Affordable Housing (ACAH) Program.
Through Preservation Strategy activities, 1 unit of existing affordable rental housing was acquired, which was for a transitional housing provider that serves single women.
The City facilitated three programs for the provision of rehabilitation of 44 existing owner-occupied residential properties.
Please see the detailed list below of Preservation activities carried out during the program year.
Attachment B - FY 2023-2024 CAPER Summary
4 Preservation 2023/24 Ac-
complishments Com-
pared to Prior Year
Preservation
Affordable Housing
Activity
2023/24
Types of Units
2022/23
Number of
Units/Fund Sources
Number of Units/Fund
Sources
Completed Rehabilitation of
rental housing
0 units Low Income households
at or below 60% of AMI
6 units/2 buildings
Peace Gardens
Completed Acquisition and Con-
version to Affordable Housing
1 unit/ 1 site
Harvest House
Affordable Rental
Low-income households
at or below 80% of AMI
14 units /1 site
1534-29th Avenue
Access Improvement
grants/Owner-occupied and
Rental & Lead Paint Remedia-
tion
13 Completed Disabled Households
& Very Low-Income
Households with Chil-
dren Aged 6 & Under
16 Completed
Owner Occupied for Emergency
Repair/ Home Maintenance
Improvement Program
6 Completed Houses/Households
4 Completed
Minor Home Repairs 25 Completed Houses 24 Houses
Protection
In program year 2023/24, the City’s anti-displacement & relocation programs served extremely low- to moderate-income residents of Oakland with code enforcement-related relocation assis- tance, financial assistance, information and referral, and limited case management to prevent anti-displacement or episodes of housing instability for Oakland residents.
Through Protection Strategies, financial assistance was provided to 45 households displaced due to hazardous building code violations through the Code Compliance Relocation Program.
In June 2023, the City launched its Homelessness Prevention Pilot program to provide wrap- around services to people most at-risk of experiencing homelessness. During FY2023-24, the Homelessness Prevention Pilot conducted outreach to over 3,104 residents of Oakland, provided 652 clients with supports to meet basic needs and enrolled 298 unduplicated clients in wrapa- round housing stabilization services.
Other Protection activities include Fair Housing legal services (496 individuals served) and Rent Adjustment Program services (423 petitions done) to Oakland residents in effort to keep Oakland residents housed.
Please see the following Protection table and section CR-05 of the CAPER for further detail.
Attachment B - FY 2023-2024 CAPER Summary
5 Protection 2023/24 Accomplishments Compared to Prior Year
Protection
Affordable Housing
Activity
2023/24
Types of Units
2022/23
Number of Units/Fund
Sources
Number of Units/ It
Fund Sources
Information and Referral/Case
Management to prevent dis-
placement and homelessness
198 Low- and moderate-
income Individuals
168
Relocation Information, Referral
and Financial Assistance
45 Low- and moderate-
income Individuals
123*
Fair Housing 496
Legal services & represen-
tation for housing stability
and homeless prevention
531
Homeless Prevention
Pilot Program
298 Low-income Individuals at
risk of homelessness
0 Program launched in
June of 2023
Rent Adjustment Program 29
423
390/month
Workshops
Petitions
Counseling sessions
23 398
317/month
*The FY22/23 year had natural disasters, specifically a flood at the Coliseum Connections apart- ment complex, that caused an unusually high number of residents to be eligible for relocation assistance through the Code Compliance Relocation Program. FY23/24 is more typical as a pro- gram year for the number of residents who got relocation assistance.
Public Housing/Affordable Housing - Oakland Housing Authority (OHA)
The chart below summarizes public housing development and households served with the inven- tory of the OHA portfolio of housing types across the various programs. In this program year, a total of 13,538 households were served with vouchers, leases, and other programs through OHA.
Detailed information on OHA’s affordable housing activities can be found in OHA’s Annual Moving to Work (MTW) Report which is located on OHA’s website: www.oakha.org.
Public Housing 2023/24 Accomplishments Compared to Prior Year
Oakland Housing Authority Housing Activity FY 2023/24 FY 2022/23 AFFORDABLE HOUSING PRODUCTION (units)
Acquisition/Began Rehabilitation 103 65
Completed Construction/Rehabilitation 98 130
MTW PUBLIC HOUSING (average households served per month) 1,336 1,336 VOUCHER (SECTION 8) AND OTHER HUD PROGRAMS (average households served per month)
Moving to Work (MTW) Housing Choice Vouchers
General MTW Housing Choice Voucher (HCV) 10,964 11,262
Non-MTW Tenant-Based Assistance
Veterans Affairs Supportive Housing (VASH) 306 303
Mainstream 181 186
Family Unification Program (FUP) 43 45
Tenant Protection Vouchers 938 15
Other HUD Programs
Shelter plus Care (S+C) 331 331
Moderate Rehabilitation (Mod Rehab) 143 143
Attachment B - FY 2023-2024 CAPER Summary
6 TOTAL VOUCHERS AND OTHER HUD PROGRAMS 12,906 12,285
MTW LOCAL PROGRAMS (average households served per month) Parents and Children Together (PACT) 2 6
Local Housing Assistance Program (LHAP) 6 10
Sponsor-based Housing Assistance Program (SBHAP) 126 114 Building Bridges SRO 150 150
Building Bridges THP+ 0 11
Building Bridges CalWORKs 25 9
Oak Groves Disposition Transition 0 149
Building Bridges Key To Home 23 23
Tax Credit Units 300 149
TOTAL LOCAL PROGRAMS 632 621
TOTAL MTW VOUCHER AND LEASE PROGRAMS* 13,538 12,906
Homelessness & Hunger Solutions (Protection)
In program year 2023/2024, the City of Oakland provided various homeless hunger and hunger homeless services to extremely low-, low- and moderate-income residents of Oakland.
The City of Oakland provides four main different kinds of homelessness services programs:
Program/Service Description
Overnight and
emergency shelters
Community shelters and community cabins that operated either by the City or local nonprofits
Rapid rehousing Connects families and individuals experiencing homelessness to permanent housing through a tailored package of assistance that may include the use of time-limited financial assistance and tar- geted supportive services
Transitional hous-
ing
Residential facility and/or scattered site units that are designed to provide time-limited housing and supportive services to people ex- periencing homelessness, with the goal of transitioning them to permanent housing
Homeless encamp-
ment services
Offers a wide range of services to those living in encampments, such as providing hygiene kits, meals, porta potties, mobile show- ers, etc.
Additionally, the City of Oakland tracks the number of unhoused residents who are placed in either temporary or permanent housing after utilizing any of the services listed above. When someone is in a homeless program and then obtains permanent housing to an actual unit, this is considered exiting homelessness to permanent housing. Otherwise, whatever housing situation they’re in is considered exiting to temporary housing. The program outcomes below are listed for each of these different types of homeless programming.
In the Overnight Shelter program, 501 homeless residents were provided more than 48,910 bed- nights of overnight shelter. Of the 501 shelter clients, 112 moved to permanent housing or other permanent destinations and 67 to temporary housing.
In the Transitional Housing (TH) program, 581 people received support, of which 218 exited to permanent housing and 42 to temporary housing.
Attachment B - FY 2023-2024 CAPER Summary
7 In the Rapid Rehousing (RRH) program, 584 unsheltered people were helped. 198 of those indi- viduals were able to transition to permanent housing and 29 to temporary housing.
For ESG programming, the City of Oakland served a total of 548 individuals. Of those 548 indi- viduals, 436 individuals are duplicate clients served through the Overnight Shelter Program while 112 individuals were clients served through other ESG programs. For the other ESG programs, 22 of those individuals were able to transition to permanent housing and 16 to transitional hous- ing.
Breakdown of Homelessness Services and their Housing Outcomes
Type of Service Number of Residents
Served
Number who exited to
Permanent Housing
Number who exited to
Temporary Housing
Overnight Shelter 501 112 67
Transitional Housing 581 218 42
Rapid Rehousing 584 198 29
Non-shelter ESG programs 112 22 16
Total 1,778 550 154
Overall, the City of Oakland served a total of 1,778 individuals through its combined federal pro- gramming, with 550 individuals (31%) transitioning to permanent housing and 154 to temporary housing.
In Homeless Encampment services program, approximately 8,359 units of harm reduction sup- plies including food, water, hygiene kits, personal protection equipment (PPE) were distributed, allowing the provision of street-based services to thousands of unduplicated, unsheltered persons living in homeless encampments, in their vehicles, or on the streets. Outreach efforts served a total of 12,964 residents.
For HOPWA programming, the City of Oakland served a total of 2,092 individuals. Throughout the Oakland Eligible Metropolitan Statistical Area approximately 789 received support services; and 1,173 received information and referral services; 100 households were assisted with Short Term Rent Mortgage Utility (STRMU) assistance; 30 with other types of housing subsidy assis- tance and 25 with HIV/AIDS housing placements.
Finally, under the Hunger Program, the City sponsored its 31st Annual Day Of Thanks (Thanks- giving Dinner), serving 3,500 low-income families, seniors and persons experiencing homeless- ness in Oakland.
Homelessness & Hunger 2023/24 Accomplishments Compared to Prior Year
Hunger & Homeless Activity 2023/24 2022/23
Number of Units Type of Units Number of Units
Overnight Shelter 501 Homeless Individuals 461
Rapid Rehousing Assistance 584 Homeless Individuals 508 Transitional Housing 581Total served
(218) in Permanent
Housing
Homeless Individuals 439
Attachment B - FY 2023-2024 CAPER Summary
8 Exited Homelessness to Tempo-
rary Housing
154 Homeless Individuals 221
Exited Homelessness to Perma-
nent Housing
550 Households
Individuals
475
Added HIV/AIDS Housing 0 Housing Units 0
HIV/AIDS Short Term Rental Mort-
gage Utility Assistance
100 People living with
HIV/AIDS
60 HIV/AIDS Housing Subsidy Assis-
tance
30 People living with
HIV/AIDS
62 HIV/AIDS Permanent Housing
Placements
25 People living with
HIV/AIDS
15 Street Outreach/Harm Reduction
Supplies*
8,359 Harm Reduction Kits
Distributed
16,423
Homeless Encampment Services 12,964 Homeless Individuals 5,124 Food Distribution/Hot Meals 3,500 Low- moderate-income
individuals
3,100
Attachment B - FY 2023-2024 CAPER Summary
9 Economic Development
For program year 2023/24, Economic Development activities benefitted 294 businesses with tech- nical assistance, information, and referrals. 20 of the 371 businesses serving low- and moderate- income areas, received loans under the Commercial Lending program operated by Main Street Launch. 181 jobs were created and/or retained through services provided under the City’s Neigh- borhood Business Assistance Center Program and Main Street Launch.
Economic Development 2021/22 Accomplishments Compared to Prior Year Economic Development
Activity 2023/24 2022/23
Number of Units Type of Units Number of Units
Financial Assistance (Loans) 20 Businesses 24
Technical Assistance/Trade
Classes/Instruction
294 Businesses & Construc-
tion Workers
386
COVID Related Activities:
Starting in 2020, the City of Oakland received five U.S. Department of Housing & Urban Devel- opment Coronavirus Aid, Relief, & Economic Security (CARES Act allocations: CDBG -CV (Round 1 & 3), ESG-CV (Round 1 & 2) and HOPWA-CV (Round 1) to prepare for, prevent and respond to Coronavirus impacts. Award totals are provided below.
The City of Oakland did not receive any COVID funding in FY 23-24. However, some CDBG-CV COVID-Related services occurred in the beginning of FY 2023-24, helping 59 beneficiaries through providing them with housing stabilization, rapid rehousing and other activities responding to the COVID pandemic.
From FY 2020/21 through FY 2022/23, the City received a net total of $58.2M in U.S. Treasury and California Housing & Community Development (HCD) funds under the ERAP I, ERAP II, ERAP II Reallocation, State Rental Assistance Round 2 (SRA2), and State Cash Flow Loan (CFL) allocations. Of that $58.2M, $50.4M was allocated for direct rental assistance. The City’s ERAP provided rental assistance (up to 18 months), housing related legal services, outreach, and other housing stability services to extremely low- to moderate-income residents of Oakland, targeting families earning 30 percent and below the area median income.
Of that $58.2M in total aid, in FY 2022/23 the City received two U.S. Treasury ERAP II Realloca- tion awards for a total of $1,003,484.83 and a State Cash Flow Loan of $13,641,870 (offset by ERAP II Reallocations) for a net total of $12.6M. Some of the $12.6M awarded in FY 2022/23 was available for use in FY 2023/24. Bay Area Community Services and Eviction Defense Center (two of the eight ERAP Partner agencies) continued processing waitlisted ERAP applicants into FY23/24, providing 395 extremely low and low-income households with emergency rental assis- tance to keep them housed.
Attachment B - FY 2023-2024 CAPER Summary
10 COVID Related 2023/24 Accomplishments Compared to Prior Year
CARES ACT RE-
SOURCES
(HUD/CPD, ERAP,
&
Number of Units
Persons Served
2023/24
Type of Units Number of Units
Persons Served
2022/23
CDBG-CV
$492,821.38
59 Extremely low- to moderate-income renters
received short-term emergency rental assis-
tance (up to 6 months), housing stability ser-
vices, housing related legal services, out-
reach and ERAP applicant waitlist follow-
ups to keep housed, Oaklanders affected by
COVID impacts and were at risk of becom-
ing displaced.
335
ERAP I, ERAP II
SRA2,
Cash Flow Loan
(CFL) Net
$4,724,841.06
395 Keep Oakland residents housed by target-
ing families earning 30% and below the me-
dian income, also serving households with
80% AMI and below with emergency rental
assistance, legal services, outreach, and
other services to stabilize housing for the
most vulnerable at risk of displacement due
to or during the COVID pandemic.
1,223
Conclusion
The federal HUD formula grants are dedicated to provide services to extremely low- to moderate- income residents, to increase community and/or economic development in underserved areas, and to serve the needs of populations who are particularly vulnerable or who have special needs.
The City completes the CAPER annually to show the impact of these HUD federal grants and the number of people whose lives are touched and improved through these vital programs. The CAPER is also the way the City remains accountable to the general public about what has been achieved year-to-year. This summary helps orient the reader to the highlights of the main report, which can be accessed online through the City’s website.