San Clemente City Council
September 17, 2024

CITY OF SAN

CLEMENTE
2023-2024

CONSOLIDATED
ANNUAL

PERFORMANCE
& EVALUATION
REPORT
Draft September 6, 2024
$WWDFKPHQW
CAPER 2023-2024 i
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 Contents
CR-05 - Goals and Outcomes ................................................................................................................ 1 CR-10 - Racial and Ethnic composition of families assisted .................................................................... 6 CR-15 - Resources and Investments 91.520(a) ...................................................................................... 7 CR-20 - Affordable Housing 91.520(b)................................................................................................... 9 CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) ................................ 11 CR-30 - Public Housing 91.220(h); 91.320(j) ........................................................................................ 13 CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j) ................................................................................. 14 CR-40 - Monitoring 91.220 and 91.230 ............................................................................................... 17 CR-45 - CDBG 91.520(c) ...................................................................................................................... 19 CR-58 – Section 3 ............................................................................................................................... 20 Exhibits
Exhibit A: PR03: CDBG Activity Summary Report (GPR)
Exhibit B: PR26: CDBG Financial Summary Reports
Exhibit C: San Clemente CDBG Target Areas
Exhibit D: Summary of Fair Housing Impediments and Actions to Address Impediments Exhibit E: Public Notice and Summary of Public Comments CAPER 2023-2024 1
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 CR-05 - Goals and Outcomes
Progress the jurisdiction has made in carrying out its strategic plan and its action plan.

91.520(a)
The City of San Clemente is a recipient of Community Development Block Grant (CDBG) funds from the U.S. Department of Housing and Urban Development (HUD). CDBG funds may be used for various activities, provided the primary beneficiaries meet HUD’s definition of a low- and moderate-income individual. To receive CDBG funds, the City is required to prepare a strategic plan that identifies housing and community needs, prioritizes needs, and identifies programs and goals to address priority needs.

This strategic plan is known as the Consolidated Plan. The current Consolidated Plan was approved by the City Council in May 2020 for the five years of Fiscal Year (FY) 2020-21 through FY 2024-25. On an annual basis, the City prepares an expenditure plan (the Annual Action Plan) that lists specific activities the City will carry out with CDBG funds that meet the housing and community needs identified in the Consolidated Plan. At the end of each fiscal year, the City is required to prepare an accomplishment report. This report is the Consolidated Annual Performance and Evaluation Report (CAPER). In addition to comparing planned versus actual accomplishments for the respective fiscal year, the CAPER tracks the City’s progress toward meeting the 5-year goals established in the Consolidated Plan.

The 2023-2024 CAPER summarizes the CDBG-funded activities undertaken by the City from July 1, 2023, through June 30, 2024 (FY 2023-24). FY 2023-24 is the fourth year of the five years covered by the current Consolidated Plan. Accomplishment highlights for the year include the following:
x Infrastructure and Facility Improvements: CDBG funding was allocated to refurbish the fountains at Max Berg Park. During the reporting period, a consultant specializing in historic preservation was retained to prepare the required environmental review of the proposed project. Additional funding for construction was allocated to the project during FY 2024-25. x Housing Rehabilitation: No homeowners were assisted during the reporting period. x Public Social Services: Approximately 2,750 lower-income San Clemente residents were assisted during the reporting period.
x At-risk of Homelessness: No CDBG funding to support homelessness prevention services (e.g., case management, foodbank) was allocated during FY 2023-24. x Administration: CDBG funds were used to provide program oversight and coordination and fair housing services to 58 households.
x The Orange County Housing Authority (OCHA) reports that it assisted 139 San Clemente households with rental assistance vouchers or certificates during the reporting period.

Exhibit A provides detailed expenditure and accomplishment information for FY 2023-24 CDBG activities undertaken during the reporting period.

The CARES Act of 2020 allocated $654,596 in CDBG-Coronavirus (CDBG-CV) funds to San Clemente. The Act required that CDBG-CV funds be used to prevent, prepare for, or respond to local impacts of the Coronavirus pandemic. HUD required that the City spend 80% of CDBG-CV funds in three years and CAPER 2023-2024 2
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 100% in six years. In April 2023, HUD waived the 80% expenditure requirement. The City utilized all CDBG-CV funds by the conclusion of FY 2022-23 (i.e., June 30, 2023).

CAPER 2023-2024 3
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24Comparison 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) Table 1 lists the goals, categories, funding sources and amounts, goal outcome indicators, and targets/actual outcomes/outputs and percentage completed for the five-year Consolidated Plan period and FY 2023-24 (Year 4 of the Consolidated Plan).

Table 1 - Accomplishments – Program Year & Strategic Plan to Date Goal Category Source / Amount Indicator Unit of Measure Expected
5 Yr.

Strategic
Plan
Actual
5 Yr.

Strategic
Plan
Percent
Complete
5 Yr.

Expected
Program
FY 23-24
Actual
Program
FY 23-24
Percent
Complete
Program
FY 23-24
Economic Opportunities
Non-Housing Community Development
CDBG: $0 Businesses assisted Businesses Assisted 10 2 20.00% 6 0 0.00% Homeless Continuum of Care 1
Homeless
CDBG: $0
Public service
activities other than Low/Moderate Income Housing Benefit Persons Assisted 1,065 3,423 321.41% 0 0 0.00%
Homeless Continuum of Care 1
Homeless
Tenant-based rental assistance / Rapid Rehousing
Persons Assisted
5 0 0.00% 0 0 0.00%
Homeless Continuum of Care 1
Homeless
Homeless Person Overnight Shelter
Persons Assisted
185 62 33.51% 0 0 0.00%
Homeless Continuum of Care 1
Homeless
Homelessness Prevention
Persons Assisted 1,250 35 2.80% 0 0 0.00%
Housing Preservation
Affordable Housing
CDBG: $0 Rental Housing
Rehabilitated
Household Housing Unit
2 0 0.00% 0 0 0.00%
Housing Preservation
Affordable Housing
CDBG: $0 Homeowner Housing Rehabilitated Household Housing Unit 20 9 45.00% 6 0 0.00% CAPER 2023-2024 4
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 Goal Category Source / Amount Indicator Unit of Measure Expected
5 Yr.

Strategic
Plan
Actual
5 Yr.

Strategic
Plan
Percent
Complete
5 Yr.

Expected
Program
FY 23-24
Actual
Program
FY 23-24
Percent
Complete
Program
FY 23-24
Infrastructure and Facility Improvements
Non-Housing Community Development
CDBG: $6,554
Public Facility or Infrastructure Activities other than Low/Moderate Income Housing Benefit Persons Assisted 7,000 1,810 25.86% 0 0 0.00
Administration and Planning
Administration
CDBG: $51,379 Other Other 300 216 72.00% 50 58 116.00%
Public Social Services
Non-Homeless Special NeedsLow & Moderateincome Households CDBG: $45,661
Public service activities other than Low/Moderate Income Housing Benefit Persons Assisted 12,500 10,543 84.34% 2,784 2,754 98.92%

1. "Source/Amount" represents the total CDBG funds utilized for all Homeless Continuum of Care activities.

CAPER 2023-2024 5
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified.

As summarized in Table 1, the City used CDBG funds to address the priority needs identified in the Consolidated Plan, including safety net programs for lower-income households:
x Age Well Senior Services provided case management services for homebound San Clemente seniors. Services included assessments and referrals to programs such as Meals on Wheels and homecare services. A total of 25 seniors were assisted during FY 2023-24. x The Boys and Girls Club utilized CDBG funds to provide reduced-cost summer programming for lower-income youths. A total of 213 youths were assisted during the reporting period. x Camino Health Center provides reduced-cost medical and pediatric dental care services for lower-income households, including the uninsured and the homeless – 2,178 San Clemente residents were served during FY 2023-24.
x The Fair Housing Foundation (FHF) provides services to overcome impediments to accessing safe and decent housing. The FHF provided outreach, education, and enforcement services for tenants, landlords, and property managers - 58 households were served during FY 2023-24. x Fun on the Run, a City-sponsored program, provides after-school and summer recreation services for lower-income youth; 302 youths were assisted during the FY 2023-24 reporting period.
x Parentis Foundation provides reading intervention tutoring for elementary-age children.

Parentis links local senior volunteer tutors with children who are not reading at grade level.

During the FY 2023-24 reporting period, 27 San Clemente youths were assisted. x Vocational Visions provided job training, placement, and job coaching services for adults with intellectual and developmental disabilities – nine San Clement residents were assisted during the reporting period.

The City offers housing rehabilitation assistance to qualified homeowners and rental property owners.

The programs aim to preserve and improve the City’s existing housing stock. Improvements typically include installing new energy-efficient windows, termite treatment, new water heaters, and other housing health and safety improvements. No homeowners were assisted during the reporting period due to program staff transitions and to consider modifications to the current program. As previously reported, OCHA provided rental assistance to 139 San Clemente renter households.

As previously reported, CDBG funding was allocated to refurbish the fountains at Max Berg Park. During the reporting period, a consultant specializing in historic preservation was retained to prepare the required environmental review of the proposed project. Additional funding for construction was allocated to the project during FY 2024-25.

Accomplishments for the FY 2023-24 CDBG program are summarized in Exhibit A.

CAPER 2023-2024 6
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 CR-10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted).

91.520(a)
Table 2 – Table of assistance to racial and ethnic populations by source of funds CDBG
White 2,366
Black or African American 13
Asian 53
American Indian or American Native 84
Native Hawaiian or Other Pacific Islander 8
Other * 230
Total 2,754
Hispanic 1,411
Not Hispanic 1,343
* By default, Table 2 excludes 230 multi-racial program beneficiaries in IDIS.

Narrative
According to the U.S. Census Bureau, most San Clemente residents are racially White – 77.1% (2022 American Community Survey 5-Year Estimates). This data source also reports that 17.1% of the City’s population is Hispanic/Latino – the City’s largest minority population.

Based on Table 2, approximately 86% of program participants are White; 51% are reported to be ethnically Hispanic/Latino. A closer look at the accomplishment data from individual activities provides additional insight. A significant percentage of safety net program participants, such as medical care and youth recreation services, are from lower-income Hispanic/Latino households.

Accomplishment data provided by CDBG sub-recipients also indicates that over 78% of program beneficiaries are from extremely low-income households (i.e., a household with income less than 30% of the County median income). While data from the Consolidated Plan indicates no one San Clemente minority population is disproportionally experiencing a housing cost burden (i.e., households paying more than 30% of monthly income for housing), data from Table 2 and sub-recipients indicates that, in general, lower-income San Clemente households may be economically unstable and seek services to help to stabilize their economic situation.

CAPER 2023-2024 7
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 CR-15 - Resources and Investments 91.520(a)
Identify the resources made available
Table 3 - Resources Made Available
Source of Funds Source Resources Made
Available
Amount Expended
During Program Year
CDBG CDBG $395,938 $103,594
Narrative
According to the City’s 2023-24 Annual Action Plan, the City anticipated utilizing $395,938 in CDBG program resources comprised of its 2023 CDBG Annual Allocation of $314,259, plus $81,679 in Prior Year Funds. The City did not anticipate receiving CDBG Program Income funds during the reporting period (i.e., Revolving Loan funds generated by the repayment of prior CDBG-funded housing rehabilitation loans). During the reporting period, the City received its 2023 CDBG grant of $314,259 and had access to $81,679 in Prior Year funds. Additionally, the City received $45,146 in program income. As identified in Table 3, the City spent $103,594 in CDBG funds during the reporting period.

In 2020, the City received $654,596 in CDBG-CV funding in two rounds. Cumulatively, the City spent all CDBG-CV funds by the end of FY 2022-23. A detailed summary of CDBG and CDBG-CV expenditures is provided in Exhibit B (PR26: Financial Summary Reports).

Identify the geographic distribution and location of investments Table 4 – Identify the geographic distribution and location of investments Target Area
Planned
Percentage of
Allocation
Actual
Percentage of
Allocation
Narrative Description
CDBG Census Tracts 32 6 Census Tract Block Groups identified by HUD as eligible for CDBG-funded activities
Citywide 68 94 Citywide program or activity
Narrative
Table 4 indicates that most CDBG expenditures during the 2023-24 reporting period were used citywide.

A small amount was spent within the City’s CDBG-eligible area (Max Berg Park). A list of the City’s CDBGeligible areas is provided in Exhibit C.

CAPER 2023-2024 8
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 Leveraging
Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan.

The City of San Clemente made an effort to leverage CDBG funds to the greatest extent possible. During the reporting period, $293,827 in other funds were used to support activities consistent with Consolidated Plan goals:
x Homeless Outreach Services: $293,827 – Permanent Local Housing Allocation (PLHA) There is no requirement to match the CDBG program.

CAPER 2023-2024 9
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 CR-20 - Affordable Housing 91.520(b)
Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderate-income, and middle-income persons served.

Table 5 – Number of Households
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
6 0
Number of Special-Needs households to be
provided affordable housing units 0 0
Total 6 0
Table 6 – Number of Households Supported
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
the rehab of existing units 6 0
Number of households supported through
the acquisition of existing units 0 0
Total 6 0
Discuss the difference between goals and outcomes and problems encountered in meeting these goals.

The City did not meet planned housing rehabilitation program goals for the 2023-24 reporting period.

The 2023-2024 Annual Action Plan set a one-year goal to rehabilitate six owner-occupied housing units.

No homeowners were assisted during the reporting period due to program staff changes and to consider modifications to the current program to improve efficiencies.

Discuss how these outcomes will impact future annual action plans.

During the FY 2016-17 report period, the City undertook a comprehensive re-writing of its housing rehabilitation program. While the revised program policies and procedures were necessary to ensure program participant eligibility and proper underwriting (to protect the public’s investment), some program streamlining remained necessary. During the FY 2023-24 reporting period, the City placed a hold on the program. The primary reason was program staff changes, including the retirement of the City’s housing rehabilitation consultant. The retirement allowed City staff to assess the program's CAPER 2023-2024 10
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 effectiveness and efficiency. The City anticipates the program will be revised during FY 2024-25, with the goal to increase program efficiencies and to attract additional program participation.

Include the number of extremely low-income, low-income, and moderate-income persons served by each activity where information on income by family size is required to determine the eligibility of the activity.

Table 7 – Number of Households Served
Number of Households Served CDBG Actual HOME Actual *
Extremely Low-income 0 0
Low-income 0 0
Moderate-income 0 0
Total 0 0
* The City is not a participating jurisdiction in the HOME program.

Narrative Information
Table 7 typically provides information regarding the households that received housing rehabilitation assistance during FY 2023-24. As previously noted, no homeowners were assisted during the reporting period. As previously reported, OCHA provided 139 lower-income San Clemente households with rental assistance during the 2023-24 reporting period.

The City is not a recipient of HOME funds.

CAPER 2023-2024 11
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 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
No CDBG funds were allocated during the 2023-24 reporting period for homeless outreach; however, the City used PLHA funds to provide street outreach services for persons experiencing homelessness.

During the 2023-24 reporting period, the City’s Homeless Outreach staff assisted 276 homeless individuals. The Orange County Sheriff and regional homeless service providers such as Family Assistance Ministries (FAM) have also established outreach programs that engage homeless families.

These efforts align with the regional Continuum of Care and its outreach and assessment strategy.

Addressing the emergency shelter and transitional housing needs of homeless persons During the 2023-24 reporting period, no CDBG funds were allocated for emergency shelter or transitional housing.

Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs The City’s homeless strategy, as delineated in the Consolidated Plan, calls for providing safety net services that help prevent individuals and families from becoming homeless. To this end, during the 2023-24 reporting period, CDBG funds were allocated to safety net programs that assisted lower-income San Clemente households in maintaining shelter and meeting basic needs. Examples of safety net programs include reduced-cost medical and dental services and free or reduced-cost childcare services.

OCHA reports providing rental assistance to six disabled homeless households with Continuum of Care Permanent Supportive Housing Certificates. Five formerly homeless veterans received Veterans Affairs Supportive Housing (VASH) housing vouchers, and 14 households received Emergency Housing Vouchers to address a COVID-19 impact.

CAPER 2023-2024 12
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 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
During the 2023-24 reporting period, no CDBG funding was allocated to fund permanent housing activities for homeless persons. However, as reported above, OCHA provided ten homeless households with Continuum of Care Permanent Supportive Housing Certificates, five homeless veterans received Veterans Affairs Supportive Housing (VASH), and 14 San Clemente households received Emergency Housing Vouchers to address a COVID-19 impact.

CAPER 2023-2024 13
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 CR-30 - Public Housing 91.220(h); 91.320(j)
Actions taken to address the needs of public housing
The City of San Clemente does not own or manage public housing.

Actions taken to encourage public housing residents to become more involved in management and participate in homeownership
Not applicable
Actions taken to provide assistance to troubled PHAs
Not applicable
CAPER 2023-2024 14
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 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 2023-2024 Annual Action Plan indicates that the City would address barriers to affordable housing by considering the following actions:
x Housing Resources: Inclusionary Housing in-lieu fees may be available to help nonprofit agencies purchase land or existing housing units to create long-term affordable housing opportunities.
x Environmental Review: City staff is available to assist property owners and developers in navigating environmental review regulations to help reduce holding costs associated with the time needed to comply with environmental reviews.
x Planning and Development Fees: The City typically does not offer fee waivers; however, the City Council can approve a waiver, offer deferred or reduced fees, or supplement fees with public funds for affordable housing projects.
x Permit and Processing Procedures: For an affordable housing project, City staff is available to interact with project sponsors to help determine project feasibility and guide a developer through the entitlement process.
x Land Use Controls: In general, land use controls are necessary to protect public health, safety, and welfare and maintain the quality of life. The City has implemented reasonable controls that are appropriate for the community.
x Tax Policies: There is no local tax.

One affordable housing development project that accessed these policies was initiated during the reporting period. The Memorial Care Senior Housing & Medical Office project will contain 250 units - 20 units for very low-income senior households. The project received a density bonus and modified development standards for height and number of stories. The project remains in the planning phase.

Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) The City recognizes that special needs populations face challenges due to low income and their unique conditions (e.g., a disability). These factors make such individuals more likely to become homeless and often require housing and supportive services. The City considers supportive services and housing for special needs populations a priority. Supportive services are also considered a high priority in the Continuum of Care of Orange County. During FY 2023-24, the City-funded public service agencies provided a social safety net to help at-risk households. Services included access to reduced health care for lower-income San Clemente residents. Other special needs services funded during the reporting period include employment training and placement services for disabled adults.

CAPER 2023-2024 15
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) The Residential Lead-Based Paint (LBP) Hazard Reduction Act of 1992 changed the federal approach to addressing LBP by emphasizing preventing childhood lead poisoning through housing-based approaches.

In response, the City includes lead-based paint hazard reduction as an eligible activity in its housing rehabilitation programs.

All application packets for the City’s housing rehabilitation program include a notice to educate residents about the health dangers of lead and encourage screening of children for elevated blood-lead levels. All existing units are screened for lead-based paint before using federal funds. Housing units identified as having lead-based paint hazards are treated so the lead-based paint hazards are abated per federal requirements. The City’s housing rehabilitation program is also designed to ensure safe work practices, as dictated by HUD, are implemented to address lead-paint hazards. As previously reported, no housing units were rehabilitated with CDBG funds during FY 2023-24.

Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) According to the U.S. Census Bureau, approximately 5.6% of San Clemente residents have incomes below the poverty level. This figure includes approximately 5.5% of City residents aged 65 and older and 2.4% of children under 18.[1] The Consolidated Plan and Annual Action Plan indicate that the City will support social services and housing activities for households below the poverty line in recognition that income enhancement services can help to increase household stability.

Recognizing that poverty-level households may need assistance, the City funded several activities to assist lower-income residents. For example, Camino Health Center, which provides reduced-cost medical and dental services for lower-income San Clemente residents, reports that approximately 91% of the program’s FY 2023-24 beneficiaries have extremely low incomes. Age Well reports that 72% of the San Clemente seniors it served had extremely low incomes; Vocational Visions reports that 100% of the disabled San Clemente clients it served also had extremely low incomes. It is evident from this data that CDBG resources were critical resources in the community and assisted many individuals living in or near poverty.
[1.] POVERTY STATUS IN THE PAST 12 MONTHS, 2022 American Community Survey 5-Year Estimates, S1701.

Actions taken to develop institutional structure. 91.220(k); 91.320(j) During FY 2023-24, the City continued efforts to eliminate institutional gaps and coordinate programs within the community and regionally. For example, the City partnered with local nonprofits to deliver public services. City departments also worked together to evaluate projects funded in whole or in part with CDBG funds that address priority needs. The City assisted OCHA by participating in the Cities Advisory Committee – a quarterly meeting of cities and OCHA to discuss federal rental housing assistance and regional housing issues. On a regional basis, the City supported the Orange County Continuum of Care (CoC) as it prepared the County’s CoC Homeless Assistance grant application for HUD consideration.

CAPER 2023-2024 16
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 The City also supports the CoC’s efforts to develop the County’s plan to end chronic homelessness and the regional discharge plan.

Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j)
As indicated above, the City participated in regional coordination of services by participating in the quarterly Cities Advisory Committee held by OCHA to discuss federal rental housing assistance issues and as a contributor to the Orange County CoC Forum. Furthermore, through its CDBG and PLHA-funded programs, the City has coordinated the delivery of social services to the community that address various needs. The City has also established relationships with residential for-profit and nonprofit developers that may be prepared to respond to local affordable housing development opportunities.

Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) Consolidated Plan regulations require CDBG recipients to (1) examine and attempt to alleviate housing discrimination within their jurisdiction; (2) promote fair housing choice for all persons; (3) provide opportunities for all persons to reside in any given housing development, regardless of race, color, religion, sex, disability, familial status, or national origin; (4) promote housing that is accessible to and usable by persons with disabilities; and (5) comply with the non-discrimination requirements of the Fair Housing Act. HUD encourages jurisdictions to consult with one another and initiate metropolitan-wide fair housing planning. The Analysis of Impediments to Fair Housing Choice (AI) is the primary document for this purpose.

During the FY 2020-21 reporting period, the City participated as one of 20 jurisdictions in preparing the Orange County 2020-2024 Analysis of Impediments to Fair Housing (OC-AI). The OC-AI identified various actions that can be implemented over five years to address regional and local barriers to fair housing. The City contracts with the Fair Housing Foundation to provide fair housing outreach, education, and enforcement services and help the City address the impediments to fair housing identified in the OC-AI. A summary of AI-related actions is provided in Exhibit D.

CAPER 2023-2024 17
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 CR-40 - Monitoring 91.220 and 91.230
Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long-term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements
The City’s monitoring program has been designed to provide program staff with information to verify the accuracy of data supplied by sub-recipients, ensure that sub-recipients are carrying out individual activities as described in their contracts, and ensure that sub-recipients use appropriate accounting and record-keeping methods to manage CDBG funds. CDBG program policies help ensure sub-recipients receive training regarding CDBG grant management, CDBG program goals, and subrecipient obligations.

For FY 2023-24, this training was held in October 2023.

On-site monitoring of sub-recipients is conducted biennially unless program or administrative issues are identified or the grant recipient is new to CDBG. The City last conducted on-site monitoring during the FY 2021-22 reporting period. FY 2023-24 monitoring is scheduled for FY 2024-25.

During the reporting period, program staff worked closely with City departments to ensure CDBG program regulations and other federal requirements were implemented. City departments and public service grant sub-recipients submit quarterly accomplishment reports. Subrecipients are also required to provide documentation to support CDBG reimbursement requests. Program staff conducts a desk monitoring of this information to ensure CDBG program compliance.

The City also made every effort to comply with CDBG and Consolidated Plan regulations. The City’s Citizen Participation Plan ensures that community input is considered before undertaking a substantial amendment or submitting an annual update to HUD. It also provides residents the opportunity to review and comment on annual performance. Construction, professional service, and subrecipient agreements have been prepared to ensure compliance with applicable federal regulations. Additionally, the City has implemented an open procurement process that encourages bidding from minority and women-owned businesses.

CAPER 2023-2024 18
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 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.

To encourage resident participation in the City’s CDBG program, the City published a notice in the San Clemente Times on August 29, 2024, announcing a 15-day public comment period and public hearing for the 2023-24 CAPER. The CAPER was available for public review on the City’s website (https://www.sanclemente.org/departments-services/housing-and-social-services). An additional opportunity for public comments was availed at the September 17, 2024, San Clemente City Council meeting. A copy of this notice and a summary of written comments are provided in Exhibit E.

CAPER 2023-2024 19
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 CR-45 - CDBG 91.520(c)
Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences.

No Consolidated Plan or action plans were amended during the reporting period.

Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants?
No
[BEDI grantees] Describe accomplishments and program outcomes during the last year.

Not applicable
CAPER 2023-2024 20
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 CR-58 – Section 3
Identify the number of individuals assisted and the types of assistance provided Table 8 – Total Labor Hours
Total Labor Hours CDBG HOME ESG HOPWA HTF
Total Number of Activities NA NA NA NA NA
Total Labor Hours
Total Section 3 Worker Hours
Total Targeted Section 3 Worker Hours
Table 9 – Qualitative Efforts - Number of Activities by Program 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, offsite 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.

CAPER 2023-2024 21
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 9/6/24 Narrative
The City did not undertake any activity that triggered Section 3 reporting during FY 2023-24. 11-Sep-2024 U.S. Department of Housing and Urban Development 17:241
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 1 of 21
176 - Single-Family Housing Rehabilitation Program
Project:IDIS Activity:
0001 - Single-Family Housing Rehabilitation Program
PGM Year: 2023
Description:

Rehab; Single-Unit Residential (14A) Matrix Code:Provide decent affordable housingAffordability Objective:Outcome:

Canceled 9/6/2024 8:51:29 PM1030 Calle Negocio San Clemente, CA 92673-6203 National Objective: LMH
Status:Location:CDBG funds (2023 funds plus program income received during the year) for homeowner housing rehabilitation loans or grants to address housingbuilding code deficiencies anddeferred property improvements 09/25/2023
Activity to prevent, prepare for, and respond to Coronavirus:Initial Funding Date:

No
Financing
No data returned for this view. This might be because the applied filter excludes all data.

Proposed Accomplishments
Housing Units : 6
Actual AccomplishmentsNumber assisted:

Person
Hispanic
000000000
White:Black/African American:Asian:American Indian/Alaskan Native:Native Hawaiian/Other Pacific Islander:American Indian/Alaskan Native & White:Asian White:Black/African American & White:American Indian/Alaskan Native & Black/African American:

Owner
Total Hispanic
0 00 00 00 00000000000
Renter
Total Hispanic
00 00
00000000000000
Total
Total Hispanic Total
00000000
000000000
000000000
Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:242
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 2 of 21
0 000
0 Other multi-racial:Asian/Pacific Islander:Hispanic:Total:
00000000
0000000 0
00 000
000
00 0
Female-headed Households: 000Income Category:Extremely LowLow ModModerateNon Low ModerateTotalPercent Low/Mod Owner
00000
Renter
00000
Total
00000
Person
00000
Annual Accomplishments
Years Accomplishment Narrative # Benefitting2023 No loans or grants were approved during the FY 23-24 reporting period due to city staffing changes. The City also evaluated the program guidelines in light of the lack of program interest. Expenditures relate to costs associated with ongoing loan portfolio monitoring and loanservicing. Also some related program admin costs. Because an accomplishment is necessary to complete an activity, RL draw downs totaling$10,223.00 have been canceled and retuned to the City's RL fund and will be drawn as Program Admin (#184). An unspent balance of$158,419.18 will be reprogrammed ($150,958 - 2022, $8,048.00 - 2023 $, plus $7,461.18 in RL $). The Activity is canceled.

Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:243
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 3 of 21
177 - Age Well Senior Services
Project:IDIS Activity:
0002 - Age Well Senior Services
PGM Year: 2023
Description:

Senior Services (05A) Matrix Code:Create suitable living environmentsAvailability/accessibility Objective:Outcome:

Completed 6/30/2024 12:00:00 AM910 Calle Negocio San Clemente, CA 92673-6268 National Objective: LMC
Status:Location:A variety of services for homebound seniors, including in-home support services, meals-on-wheels, and case management 09/25/2023
Activity to prevent, prepare for, and respond to Coronavirus:Initial Funding Date:

No
Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year CDBGTotal
ENTotal
2023 B23MC060599 $5,000.00 $5,000.00 $5,000.00
$5,000.00 $5,000.00 $5,000.00
Proposed Accomplishments
People (General) : 30
Actual AccomplishmentsNumber assisted:

Person
Hispanic
0 900000000000
9 White:Black/African American:Asian:American Indian/Alaskan Native:Native Hawaiian/Other Pacific Islander:American Indian/Alaskan Native & White:Asian White:Black/African American & White:American Indian/Alaskan Native & Black/African American:Other multi-racial:Asian/Pacific Islander:Hispanic:Total:

Owner
Total Hispanic
0 00 0000
0 0 00000000000000000
Renter
Total Hispanic
000
00 00000000000000000000
0 Total
Total Hispanic Total
24 0100000000
000000000000
000000000000
0 0 25
Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:244
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 4 of 21
Female-headed Households: 000Income Category:Extremely LowLow ModModerateNon Low ModerateTotalPercent Low/Mod Owner
00000
Renter
00000
Total
00000
Person
18 430
25 100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting2023 CDBG funds to support services for San Clemente seniors. A total of 25 San Clemente seniors were assisted during the FY 23-24 report period.

The Activity is complete.

Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:245
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 5 of 21
178 - Boys and Girls Club of the South Coast Area
Project:IDIS Activity:
0004 - Boys and Girls Club of the South Coast Area
PGM Year: 2023
Description:

Youth Services (05D) Matrix Code:Create suitable living environmentsAffordability Objective:Outcome:

Completed 6/30/2024 12:00:00 AM1304 Calle Valle San Clemente, CA 92672-3838 National Objective: LMC
Status:Location:CDBG funding will offset Summer Camp program operating costs so the B&G Club can provide free or reduced-cost program access for at-risk lower-income children 09/25/2023
Activity to prevent, prepare for, and respond to Coronavirus:Initial Funding Date:

No
Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year CDBGTotal
ENTotal
2023 B23MC060599 $10,815.00 $10,815.00 $10,815.00
$10,815.00 $10,815.00 $10,815.00
Proposed Accomplishments
People (General) : 100
Actual AccomplishmentsNumber assisted:

Person
Hispanic
0 00
59 000000000
59 White:Black/African American:Asian:American Indian/Alaskan Native:Native Hawaiian/Other Pacific Islander:American Indian/Alaskan Native & White:Asian White:Black/African American & White:American Indian/Alaskan Native & Black/African American:Other multi-racial:Asian/Pacific Islander:Hispanic:Total:

Owner
Total Hispanic
0 00 0000
0 0 00000000000000000
Renter
Total Hispanic
000
00 00000000000000000000
0 Total
Total Hispanic Total
110
56 59
00000
33 0
000000000000
000000000000
0 0 213
Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:246
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 6 of 21
Female-headed Households: 000Income Category:Extremely LowLow ModModerateNon Low ModerateTotalPercent Low/Mod Owner
00000
Renter
00000
Total
00000
Person
38553189
213

58.2%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting2023 CDBG funds to support Summer youth recreation and enrichment program. A total of 213 youths were assisted during the FY 23-24 reporting period. The Activity is complete.

Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:247
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 7 of 21
179 - Camino Health Center
Project:IDIS Activity:
0003 - Camino Health Center
PGM Year: 2023
Description:

Health Services (05M) Matrix Code:Create suitable living environmentsAvailability/accessibility Objective:Outcome:

Completed 6/30/2024 12:00:00 AM1031 Avenida Pico Ste 104 San Clemente, CA 92673-6355 National Objective: LMC Status:Location:Primary medical care and pediatric dental services at a reduced cost for lower-income persons and indigents 09/25/2023
Activity to prevent, prepare for, and respond to Coronavirus:Initial Funding Date:

No
Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year CDBGTotal
ENTotal
2023 B23MC060599 $10,815.00 $10,815.00 $10,815.00
$10,815.00 $10,815.00 $10,815.00
Proposed Accomplishments
People (General) : 2,500
Actual AccomplishmentsNumber assisted:

Person
Hispanic
0 0272000000
61 1,094
1,166
White:Black/African American:Asian:American Indian/Alaskan Native:Native Hawaiian/Other Pacific Islander:American Indian/Alaskan Native & White:Asian White:Black/African American & White:American Indian/Alaskan Native & Black/African American:Other multi-racial:Asian/Pacific Islander:Hispanic:Total:

Owner
Total Hispanic
0 00 0000
0 0 00000000000000000
Renter
Total Hispanic
000
00 00000000000000000000
0 Total
Total Hispanic Total
1,918
7 4613
70000
187
0 000000000000
000000000000
0 0 2,178
Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:248
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 8 of 21
Female-headed Households: 000Income Category:Extremely LowLow ModModerateNon Low ModerateTotalPercent Low/Mod Owner
00000
Renter
00000
Total
00000
Person
1,982
104
3854
2,178

97.5%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting2023 CDBG funds to support primary medical care and pediatric dental services at a reduced cost for lower-income persons and indigents. A total of 2,178 San Clemente residents were assisted during the FY 23-24 report period. The Activity is complete.

Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:249
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 9 of 21
180 - Fun On The Run
Project:IDIS Activity:
0005 - Fun On The Run (City of San Clemente)
PGM Year: 2023
Description:

Youth Services (05D) Matrix Code:Create suitable living environmentsAvailability/accessibility Objective:Outcome:

Completed 6/30/2024 12:00:00 AM910 Calle Negocio San Clemente, CA 92673-6268 National Objective: LMC
Status:Location:After-school recreation and homework assistance program with a focus on low- and moderate-income children 09/25/2023
Activity to prevent, prepare for, and respond to Coronavirus:Initial Funding Date:

No
Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year CDBGTotal
ENTotal
2023 B23MC060599 $10,000.00 $10,000.00 $10,000.00
$10,000.00 $10,000.00 $10,000.00
Proposed Accomplishments
People (General) : 120
Actual AccomplishmentsNumber assisted:

Person
Hispanic
0 00000400400
154
162
White:Black/African American:Asian:American Indian/Alaskan Native:Native Hawaiian/Other Pacific Islander:American Indian/Alaskan Native & White:Asian White:Black/African American & White:American Indian/Alaskan Native & Black/African American:Other multi-racial:Asian/Pacific Islander:Hispanic:Total:

Owner
Total Hispanic
0 00 0000
0 0 00000000000000000
Renter
Total Hispanic
000
00 00000000000000000000
0 Total
Total Hispanic Total
293
1000040040
000000000000
000000000000
0 0 302
Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:2410
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 10 of 21
Female-headed Households: 000Income Category:Extremely LowLow ModModerateNon Low ModerateTotalPercent Low/Mod Owner
00000
Renter
00000
Total
00000
Person
9797
103
5 302

98.3%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting2023 CDBG funds to support after-school and summer recreation programs for lower-income youths. A total of 302 lower-income youths were assisted during the FY 23-24 reporting period. The Activity is complete.

Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:2411
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 11 of 21
181 - Parentis Health Foundation
Project:IDIS Activity:
0006 - Parentis Health Foundation
PGM Year: 2023
Description:

Youth Services (05D) Matrix Code:Create suitable living environmentsAvailability/accessibility Objective:Outcome:

Completed 6/30/2024 12:00:00 AM1304 Calle Valle San Clemente, CA 92672-3838 National Objective: LMC
Status:Location:Intensive one-on-one reading support for students that do not read at grade level - tutoring is provided by trained older adult volunteers for an entire school year 09/25/2023
Activity to prevent, prepare for, and respond to Coronavirus:Initial Funding Date:

No
Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year CDBGTotal
ENTotal
2023 B23MC060599 $5,500.00 $5,500.00 $5,500.00
$5,500.00 $5,500.00 $5,500.00
Proposed Accomplishments
People (General) : 25
Actual AccomplishmentsNumber assisted:

Person
Hispanic
0 00
12 000010000
13 White:Black/African American:Asian:American Indian/Alaskan Native:Native Hawaiian/Other Pacific Islander:American Indian/Alaskan Native & White:Asian White:Black/African American & White:American Indian/Alaskan Native & Black/African American:Other multi-racial:Asian/Pacific Islander:Hispanic:Total:

Owner
Total Hispanic
0 00 0000
0 0 00000000000000000
Renter
Total Hispanic
000
00 00000000000000000000
0 Total
Total Hispanic Total
12 00
12 1020000
000000000000
000000000000
0 0 27
Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:2412
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 12 of 21
Female-headed Households: 000Income Category:Extremely LowLow ModModerateNon Low ModerateTotalPercent Low/Mod Owner
00000
Renter
00000
Total
00000
Person
11 385
27 81.5%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting2023 CDBG funds to support one-on-one reading support for elementary school-age students that do not read at grade level - tutoring is provided by trained older adult volunteers. A total of 27 youths were assisted during the FY 23-24 reporting period. The Activity is complete.

Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:2413
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 13 of 21
182 - Vocational Visions
Project:IDIS Activity:
0007 - Vocational Visions
PGM Year: 2023
Description:

Services for Persons with Disabilities(05B)
Matrix Code:

Create economic opportunitiesAvailability/accessibility Objective:Outcome:

Completed 6/30/2024 12:00:00 AM26041 Pala Mission Viejo, CA 92691-2705 National Objective: LMC
Status:Location:Job preparation and job-seeking support services and on-the-job coaching for adults with developmental disabilities 09/25/2023
Activity to prevent, prepare for, and respond to Coronavirus:Initial Funding Date:

No
Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year CDBGTotal
ENTotal
2023 B23MC060599 $3,531.00 $3,531.00 $3,531.00
$3,531.00 $3,531.00 $3,531.00
Proposed Accomplishments
People (General) : 12
Actual AccomplishmentsNumber assisted:

Person
Hispanic
0 200000000000
2 White:Black/African American:Asian:American Indian/Alaskan Native:Native Hawaiian/Other Pacific Islander:American Indian/Alaskan Native & White:Asian White:Black/African American & White:American Indian/Alaskan Native & Black/African American:Other multi-racial:Asian/Pacific Islander:Hispanic:Total:

Owner
Total Hispanic
0 00 0000
0 0 00000000000000000
Renter
Total Hispanic
000
00 00000000000000000000
0 Total
Total Hispanic Total
90000000000
000000000000
000000000000
00 9
Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:2414
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 14 of 21
Female-headed Households: 000Income Category:Extremely LowLow ModModerateNon Low ModerateTotalPercent Low/Mod Owner
00000
Renter
00000
Total
00000
Person
90009
100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting2023 CDBG funds are allocated to support employment counseling, placement, and job coaching services for adults with intellectual and developmental disabilities. A total of 9 San Clemente residents were assisted during the FY 23-24 report period. The Activity is complete. Anunspent balance of $1,469.50 (2023 funds) will be reprogrammed.

Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:2415
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 15 of 21
183 - Fair Housing Foundation
Project:IDIS Activity:
0008 - Fair Housing Foundation
PGM Year: 2023
Description:

Fair Housing Activities (subject to20% Admin Cap) (21D) Objective:Outcome:Matrix Code:

Completed 6/30/2024 12:00:00 AM ,
National Objective:

Status:Location:Fair housing outreach, education, and enforcement services, including landlord, tenant, and property management fair housing training; community outreach and education; complaintinvestigation and enforcement services.A total of 58 households were assisted during the FY 23-24 report period.Eight (8) fair housing allegations were received during the year (Physical Disability-5, Familial Status-1, Gender-1, Sexual Orientation-1).All were resolved via counseling, except for one case that was opened for further investigation (Sexual Orientation).Notices, lease terms, habitability, and evictions were the primary landlord-tenant issues addressed during the year.Approximately 90% of households served are lower-income, and 31% are ethnicracial minorities.The Activity is complete. 09/25/2023
Activity to prevent, prepare for, and respond to Coronavirus:Initial Funding Date:

No
Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year CDBGTotal
ENTotal
2023 B23MC060599 $5,000.00 $5,000.00 $5,000.00
$5,000.00 $5,000.00 $5,000.00
Proposed AccomplishmentsActual AccomplishmentsNumber assisted:

Person
Hispanic
White:Black/African American:Asian:American Indian/Alaskan Native:Native Hawaiian/Other Pacific Islander:American Indian/Alaskan Native & White:Asian White:Black/African American & White:American Indian/Alaskan Native & Black/African American:

Owner
Total Hispanic
Renter
Total Hispanic
Total
Total Hispanic Total
000000000
000000000
Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:2416
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 16 of 21
0 Other multi-racial:Asian/Pacific Islander:Hispanic:Total: 00 0 0 000
000
00 0
Female-headed Households: 0Income Category:Extremely LowLow ModModerateNon Low ModerateTotalPercent Low/Mod Owner
0 Renter
0 Total
00000
Person
0 Annual Accomplishments
No data returned for this view. This might be because the applied filter excludes all data.

Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:2417
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 17 of 21
184 - CDBG Program Administration
Project:IDIS Activity:
0009 - CDBG Program Administration
PGM Year: 2023
Description:

General Program Administration (21A)
Objective:Outcome:Matrix Code:

Open ,
National Objective:

Status:Location:Program oversight and coordination, including management of public service grants, housing rehabilitation programs, and preparation of required applications and reports 09/25/2023
Activity to prevent, prepare for, and respond to Coronavirus:Initial Funding Date:

No
Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year CDBGTotal
ENTotal
2023 B23MC060599 $57,850.00 $46,379.00 $46,379.00
$57,850.00 $46,379.00 $46,379.00
Proposed AccomplishmentsActual AccomplishmentsNumber assisted:

Person
Hispanic
0 White:Black/African American:Asian:American Indian/Alaskan Native:Native Hawaiian/Other Pacific Islander:American Indian/Alaskan Native & White:Asian White:Black/African American & White:American Indian/Alaskan Native & Black/African American:Other multi-racial:Asian/Pacific Islander:Hispanic:Total:

Owner
Total Hispanic
00 Renter
Total Hispanic
00 Total
Total Hispanic Total
000000000000
000000000000
00 0
Female-headed Households: 0
Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:2418
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 18 of 21
Income Category:Extremely LowLow ModModerateNon Low ModerateTotalPercent Low/Mod Owner
0 Renter
0 Total
00000
Person
0 Annual Accomplishments
No data returned for this view. This might be because the applied filter excludes all data.

Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:2419
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 19 of 21
185 - Max Berg Park Improvements (Phase 1)
Project:IDIS Activity:
0010 - Max Berg Park Improvements Year 2
PGM Year: 2023
Description:

Parks, Recreational Facilities (03F) Matrix Code:Create suitable living environmentsAvailability/accessibility Objective:Outcome:

Open1100 Calle Puente San Clemente, CA 92672-5019
National Objective: LMA
Status:Location:Max Berg Park Fountain Refurbishment Project - Phase 1 will cover costs associated with historic preservation consulting and design of proposed park improvements (restoration of fourfountains that contribute to the historic nature of the park 09/25/2023
Activity to prevent, prepare for, and respond to Coronavirus:Initial Funding Date:

No
Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year CDBGTotal
ENTotal
20212023
B21MC060599B23MC060599
$73,240.08 $6,554.00 $6,554.00$51,759.92 $0.00 $0.00
$125,000.00 $6,554.00 $6,554.00
Proposed Accomplishments
Public Facilities : 1Total Population in Service Area: 4,090Census Tract Percent Low / Mod: 71.27 Annual Accomplishments
Years Accomplishment Narrative # Benefitting2023 CDBG funds allocated to refurbish Max Berg Park Fountain. Phase 1 of the project will cover costs associated the preparation of the project's NEPA review (including historic preservation consultation) and the preparation of the design of proposed park improvements, i.e., the restorationof four fountains that contribute to the historic nature of the park. During the FY 23-24 reporting period, consultants have started a search ofrecords and preparing initial documents for CA-SHPO to review. It is anticipated that the NEPA review for the project will be completed byDecember 2024.

Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:2420
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 20 of 21
186 - Business Sign and Facade Improvement Grants
Project:IDIS Activity:
0011 - Business Sign and Facade Improvement Grants
PGM Year: 2023
Description:

Other Commercial/IndustrialImprovements (17D)
Matrix Code:

Create suitable living environmentsSustainability
Objective:Outcome:

Canceled 6/30/2024 12:00:00 AM910 Calle Negocio San Clemente, CA 92673-6268 National Objective: LMA
Status:Location:Grants to business owners to update or upgrade business signs andor other minor building facades improvements.No applications were received during the FY 23-24reporting period.The activity will be canceled.Unspent funds ($10,000 - 2023 $) will be reprogrammed. 09/25/2023
Activity to prevent, prepare for, and respond to Coronavirus:Initial Funding Date:

No
Financing
No data returned for this view. This might be because the applied filter excludes all data.

Proposed Accomplishments
Businesses : 5Total Population in Service Area: 1,520Census Tract Percent Low / Mod: 62.17 Annual Accomplishments
Years Accomplishment Narrative # Benefitting2023 Grants to business owners to update or upgrade business signs and/or other minor building facades improvements. No applications were received during the FY 23-24 reporting period. The Activity will be canceled. Unspent funds ($10,000 - 2023 $) will be reprogrammed.

Exhibit A
11-Sep-2024 U.S. Department of Housing and Urban Development 17:2421
Date: Time: Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023

SAN CLEMENTE
Page: PR03 - SAN CLEMENTE 21 of 21
$233,511.00$103,594.00$103,594.00
Total Funded Amount:Total Drawn Thru Program Year:Total Drawn In Program Year:

Exhibit A
PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE: 1
17:25
09-11-24
Program Year 2023

SAN CLEMENTE , CA
Metrics
Grantee
Program Year
PART I: SUMMARY OF CDBG RESOURCES
01 UNEXPENDED CDBG FUNDS AT END OF PREVIOUS PROGRAM YEAR 02 ENTITLEMENT GRANT
03 SURPLUS URBAN RENEWAL
04 SECTION 108 GUARANTEED LOAN FUNDS
05 CURRENT YEAR PROGRAM INCOME
05a CURRENT YEAR SECTION 108 PROGRAM INCOME (FOR SI TYPE) 06 FUNDS RETURNED TO THE LINE-OF-CREDIT
06a FUNDS RETURNED TO THE LOCAL CDBG ACCOUNT
07 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE
08 TOTAL AVAILABLE (SUM, LINES 01-07)
PART II: SUMMARY OF CDBG EXPENDITURES
09 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT SUBJECT TO LOW/MOD BENEFIT 11 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 09 + LINE 10) 12 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
13 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS
14 ADJUSTMENT TO COMPUTE TOTAL EXPENDITURES
15 TOTAL EXPENDITURES (SUM, LINES 11-14)
16 UNEXPENDED BALANCE (LINE 08 - LINE 15)
PART III: LOWMOD BENEFIT THIS REPORTING PERIOD
17 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS
18 EXPENDED FOR LOW/MOD MULTI-UNIT HOUSING
19 DISBURSED FOR OTHER LOW/MOD ACTIVITIES
20 ADJUSTMENT TO COMPUTE TOTAL LOW/MOD CREDIT
21 TOTAL LOW/MOD CREDIT (SUM, LINES 17-20)
22 PERCENT LOW/MOD CREDIT (LINE 21/LINE 11)

LOW/MOD BENEFIT FOR MULTI-YEAR CERTIFICATIONS
23 PROGRAM YEARS(PY) COVERED IN CERTIFICATION
24 CUMULATIVE NET EXPENDITURES SUBJECT TO LOW/MOD BENEFIT CALCULATION 25 CUMULATIVE EXPENDITURES BENEFITING LOW/MOD PERSONS
26 PERCENT BENEFIT TO LOW/MOD PERSONS (LINE 25/LINE 24) PART IV: PUBLIC SERVICE (PS) CAP CALCULATIONS
27 DISBURSED IN IDIS FOR PUBLIC SERVICES
28 PS UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 29 PS UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 30 ADJUSTMENT TO COMPUTE TOTAL PS OBLIGATIONS
31 TOTAL PS OBLIGATIONS (LINE 27 + LINE 28 - LINE 29 + LINE 30) 32 ENTITLEMENT GRANT
33 PRIOR YEAR PROGRAM INCOME
34 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PS CAP
35 TOTAL SUBJECT TO PS CAP (SUM, LINES 32-34)
36 PERCENT FUNDS OBLIGATED FOR PS ACTIVITIES (LINE 31/LINE 35) PART V: PLANNING AND ADMINISTRATION (PA) CAP
37 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
38 PA UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 39 PA UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 40 ADJUSTMENT TO COMPUTE TOTAL PA OBLIGATIONS
41 TOTAL PA OBLIGATIONS (LINE 37 + LINE 38 - LINE 39 +LINE 40) 42 ENTITLEMENT GRANT
43 CURRENT YEAR PROGRAM INCOME
44 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PA CAP
45 TOTAL SUBJECT TO PA CAP (SUM, LINES 42-44)
46 PERCENT FUNDS OBLIGATED FOR PA ACTIVITIES (LINE 41/LINE 45)

SAN CLEMENTE , CA
2,023.00
216,144.08
314,259.00

0.00 0.00
45,145.56

0.00 0.00

0.00 0.00
575,548.64
52,215.00

0.00 52,215.00
51,379.00

0.00 0.00
103,594.00
471,954.64

0.00 0.00
52,215.00

0.00 52,215.00
100.00%
PY: PY: PY:

0.00 0.00

0.00%
45,661.00

0.00 0.00

0.00 45,661.00
314,259.00
28,922.00

0.00 343,181.00

13.31%
51,379.00

0.00 0.00

0.00 51,379.00
314,259.00
45,145.56

0.00 359,404.56

14.30%
Exhibit B 1 of 6
PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE: 2
17:25
09-11-24
Program Year 2023

SAN CLEMENTE , CA
LINE 17 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 17 No data returned for this view. This might be because the applied filter excludes all data.

LINE 18 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 18 No data returned for this view. This might be because the applied filter excludes all data.

LINE 19 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 19 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number Activity Name MatrixCode
National
Objective Drawn Amount
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
Total
10 10
10 2
2 2
2 7
7 7
7 4
5 5
5 6
6 6
3 3
3 3
185
185
185
177
177
177
177
182
182
182
182
178
180
180
180
181
181
181
179
179
179
179
6885380
6895297
6930465
6848180
6885380
6895297
6930465
6848180
6885380
6895297
6930465
6848180
6848180
6895297
6930465
6885380
6895297
6930465
6848180
6885380
6895297
6930465
Max Berg Park Improvements (Phase 1)
Max Berg Park Improvements (Phase 1)
Max Berg Park Improvements (Phase 1)
Age Well Senior Services
Age Well Senior Services
Age Well Senior Services
Age Well Senior Services
Vocational Visions
Vocational Visions
Vocational Visions
Vocational Visions
Boys and Girls Club of the South Coast Area
Fun On The Run
Fun On The Run
Fun On The Run
Parentis Health Foundation
Parentis Health Foundation
Parentis Health Foundation
Camino Health Center
Camino Health Center
Camino Health Center
Camino Health Center
03F
03F
03F
03F
05A
05A
05A
05A
05A
05B
05B
05B
05B
05B
05D
05D
05D
05D
05D
05D
05D
05D
05M
05M
05M
05M
05M
LMA
LMA
LMA
Matrix Code
LMC
LMC
LMC
LMC
Matrix Code
LMC
LMC
LMC
LMC
Matrix Code
LMC
LMC
LMC
LMC
LMC
LMC
LMC
Matrix Code
LMC
LMC
LMC
LMC
Matrix Code
$5,210.00
$824.00
$520.00
$6,554.00
$1,250.00
$1,250.00
$1,250.00
$1,250.00
$5,000.00
$640.00
$200.00
$1,271.00
$1,420.00
$3,531.00
$10,815.00
$2,673.00
$7,156.00
$171.00
$2,730.00
$2,380.00
$390.00
$26,315.00
$2,704.00
$2,704.00
$2,704.00
$2,703.00
$10,815.00
$52,215.00
LINE 27 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 27 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number
Activity to
prevent,
prepare for,
and respond
to
Coronavirus
Activity Name Grant Number Fund
Type
Matrix
Code
National
Objective
Drawn Amount
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2 2
2 2
7 7
7 7
4 5
5 177
177
177
177
182
182
182
182
178
180
180
6848180
6885380
6895297
6930465
6848180
6885380
6895297
6930465
6848180
6848180
6895297
No
No
No
No
No
No
No
No
No
No
No
Age Well Senior Services
Age Well Senior Services
Age Well Senior Services
Age Well Senior Services
Vocational Visions
Vocational Visions
Vocational Visions
Vocational Visions
Boys and Girls Club of the South Coast Area
Fun On The Run
Fun On The Run
B23MC060599
B23MC060599
B23MC060599
B23MC060599
B23MC060599
B23MC060599
B23MC060599
B23MC060599
B23MC060599
B23MC060599
B23MC060599
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
05A
05A
05A
05A
05A
05B
05B
05B
05B
05B
05D
05D
05D
LMC
LMC
LMC
LMC
Matrix Code
LMC
LMC
LMC
LMC
Matrix Code
LMC
LMC
LMC
$1,250.00
$1,250.00
$1,250.00
$1,250.00
$5,000.00
$640.00
$200.00
$1,271.00
$1,420.00
$3,531.00
$10,815.00
$2,673.00
$7,156.00 Exhibit B 2 of 6
PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE: 3
17:25
09-11-24
Program Year 2023

SAN CLEMENTE , CA
Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number
Activity to
prevent,
prepare for,
and respond
to
Coronavirus
Activity Name Grant Number Fund
Type
Matrix
Code
National
Objective
Drawn Amount
2023
2023
2023
2023
2023
2023
2023
2023
Total
5 6
6 6
3 3
3 3
180
181
181
181
179
179
179
179
6930465
6885380
6895297
6930465
6848180
6885380
6895297
6930465
No
No
No
No
No
No
No
No
No
Fun On The Run
Parentis Health Foundation
Parentis Health Foundation
Parentis Health Foundation
Camino Health Center
Camino Health Center
Camino Health Center
Camino Health Center
Activity to prevent, prepare for, and respond to Coronavirus B23MC060599
B23MC060599
B23MC060599
B23MC060599
B23MC060599
B23MC060599
B23MC060599
B23MC060599
EN
EN
EN
EN
EN
EN
EN
EN
05D
05D
05D
05D
05D
05M
05M
05M
05M
05M
LMC
LMC
LMC
LMC
Matrix Code
LMC
LMC
LMC
LMC
Matrix Code
$171.00
$2,730.00
$2,380.00
$390.00
$26,315.00
$2,704.00
$2,704.00
$2,704.00
$2,703.00
$10,815.00
$45,661.00
$45,661.00
LINE 37 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 37 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number Activity Name MatrixCode
National
Objective Drawn Amount
2023
2023
2023
2023
2023
2023
2023
2023
2023
Total
9 9
9 9
9 8
8 8
8 184
184
184
184
184
183
183
183
183
6848180
6885380
6895297
6930465
6939773
6848180
6885380
6895297
6930465
CDBG Program Administration
CDBG Program Administration
CDBG Program Administration
CDBG Program Administration
CDBG Program Administration
Fair Housing Foundation
Fair Housing Foundation
Fair Housing Foundation
Fair Housing Foundation
21A
21A
21A
21A
21A
21A
21D
21D
21D
21D
21D
Matrix Code
Matrix Code
$9,238.00
$9,475.00
$11,670.00
$5,773.00
$10,223.00
$46,379.00
$1,428.00
$1,269.00
$1,204.00
$1,099.00
$5,000.00
$51,379.00
Exhibit B 3 of 6
PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE: 1
19:54
08-24-24

SAN CLEMENTE , CA
Metrics
New Grantee (CV)
PART I: SUMMARY OF CDBG-CV RESOURCES
01 CDBG-CV GRANT
02 FUNDS RETURNED TO THE LINE-OF-CREDIT
03 FUNDS RETURNED TO THE LOCAL CDBG ACCOUNT
04 TOTAL CDBG-CV FUNDS AWARDED
PART II: SUMMARY OF CDBG-CV EXPENDITURES
05 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 06 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
07 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS
08 TOTAL EXPENDITURES (SUM, LINES 05 - 07)
09 UNEXPENDED BALANCE (LINE 04 - LINE8 )
PART III: LOWMOD BENEFIT FOR THE CDBG-CV GRANT
10 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS
11 EXPENDED FOR LOW/MOD MULTI-UNIT HOUSING
12 DISBURSED FOR OTHER LOW/MOD ACTIVITIES
13 TOTAL LOW/MOD CREDIT (SUM, LINES 10 - 12)
14 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 05)
15 PERCENT LOW/MOD CREDIT (LINE 13/LINE 14)
PART IV: PUBLIC SERVICE (PS) CALCULATIONS
16 DISBURSED IN IDIS FOR PUBLIC SERVICES
17 CDBG-CV GRANT
18 PERCENT OF FUNDS DISBURSED FOR PS ACTIVITIES (LINE 16/LINE 17) PART V: PLANNING AND ADMINISTRATION (PA) CAP
19 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
20 CDBG-CV GRANT
21 PERCENT OF FUNDS DISBURSED FOR PA ACTIVITIES (LINE 19/LINE 20)

SAN CLEMENTE , C
654,596.00

0.00 0.00
654,596.00
628,871.00
25,725.00

0.00 654,596.00

0.00 0.00

0.00 628,871.00
628,871.00
628,871.00
100.00%
335,871.00
654,596.00

51.31%
25,725.00
654,596.00

3.93%
Exhibit B 4 of 6
PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE: 2
19:54
08-24-24

SAN CLEMENTE , CA
LINE 10 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 10 No data returned for this view. This might be because the applied filter excludes all data.

LINE 11 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 11 No data returned for this view. This might be because the applied filter excludes all data.

LINE 12 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 12 Plan Year IDIS Project IDIS
Activity
Voucher
Number Activity Name MatrixCode
National
Objective Drawn Amount
2020
Total
8 9
11 151
152
153
154
157
156
6447667
6480669
6535737
6480669
6535737
6447667
6480669
6480669
6535737
6626742
6535737
6594230
6626742
6667282
6715038
6796456
6535737
CV-Age Well Senior Services
CV-Age Well Senior Services
CV-Age Well Senior Services
CV-Camino Health Center
CV-Camino Health Center
CV-City Net
CV-City Net
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Homelessness Mobile Street Outreach Services
CV-Homelessness Mobile Street Outreach Services
CV-Homelessness Mobile Street Outreach Services
CV-Homelessness Mobile Street Outreach Services
CV-Homelessness Mobile Street Outreach Services
CV-Homelessness Mobile Street Outreach Services
CDBG-CV - Small Business Grants
05A
05A
05A
05M
05M
03T
03T
05W
05W
05W
03T
03T
03T
03T
03T
03T
18A
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMJ
$10,000.00
$10,000.00
$20,000.00
$15,003.00
$18,535.00
$46,478.00
$20,178.00
$16,510.00
$5,245.00
$18,245.00
$7,093.00
$47,695.00
$19,501.00
$17,830.00
$32,548.00
$31,010.00
$293,000.00
$628,871.00
LINE 16 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 16 Plan Year IDIS Project IDIS
Activity
Voucher
Number Activity Name MatrixCode
National
Objective Drawn Amount
2020 8
9 151
152
153
154
157
6447667
6480669
6535737
6480669
6535737
6447667
6480669
6480669
6535737
6626742
6535737
6594230
6626742
6667282
CV-Age Well Senior Services
CV-Age Well Senior Services
CV-Age Well Senior Services
CV-Camino Health Center
CV-Camino Health Center
CV-City Net
CV-City Net
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Homelessness Mobile Street Outreach Services
CV-Homelessness Mobile Street Outreach Services
CV-Homelessness Mobile Street Outreach Services
CV-Homelessness Mobile Street Outreach Services
05A
05A
05A
05M
05M
03T
03T
05W
05W
05W
03T
03T
03T
03T
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
$10,000.00
$10,000.00
$20,000.00
$15,003.00
$18,535.00
$46,478.00
$20,178.00
$16,510.00
$5,245.00
$18,245.00
$7,093.00
$47,695.00
$19,501.00
$17,830.00 Exhibit B 5 of 6
PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE: 3
19:54
08-24-24

SAN CLEMENTE , CA
Plan Year IDIS Project IDIS
Activity
Voucher
Number Activity Name MatrixCode
National
Objective Drawn Amount
2020
Total
9 157 6715038
6796456
CV-Homelessness Mobile Street Outreach Services
CV-Homelessness Mobile Street Outreach Services
03T
03T
LMC
LMC
$32,548.00
$31,010.00
$335,871.00
LINE 19 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 19 Plan Year IDIS Project IDIS
Activity
Voucher
Number Activity Name MatrixCode
National
Objective Drawn Amount
2020
Total
10 155 6480669
6535737
6594230
6626742
6667282
CDBG-CV Administration
CDBG-CV Administration
CDBG-CV Administration
CDBG-CV Administration
CDBG-CV Administration
21A
21A
21A
21A
21A
$16,084.00
$7,136.00
$813.00
$1,140.00
$552.00
$25,725.00
Exhibit B 6 of 6
CDBG-ELIGIBLE CENSUS TRACTS BLOCK GROUPS 2022
CITY
CENSUS
TRACT
BLOCK
GROUP

LOW/MOD

RESIDENTS

LOW/MOD

UNIVERS

PERCENT

LOW/MOD
San Clemente 042108 2 505 645 78.29%
San Clemente 042108 5 905 1,165 77.68%
San Clemente 042107 2 1,970 2,570 76.65%
San Clemente 042107 1 1,120 1,560 71.79%
San Clemente 042109 1 1,240 1,905 65.09%
San Clemente 042111 2 720 1,130 63.72%
San Clemente 042103 4 1,005 1,610 62.42%
San Clemente 042108 4 945 1,520 62.17%
San Clemente 042113 3 655 1,085 60.37%
San Clemente 042108 3 615 1,120 54.91%
San Clemente 042109 3 450 835 53.89%
Exhibit C 1 of 1
City of San Clemente Analysis of Impediments to Fair Housing Summary 1 of 2
Exhibit D
PROPOSED AI GOALS AND STRATEGIES FY 2023-2024 ACCOMPLISHMENTS 1) In collaboration with the OCHA:
a) Attend quarterly Orange County Housing Authority (OCHA) Housing Advisory Committee to enhance the exchange of information regarding the availability, procedures, and policies related to the Housing Assistance Voucher program and regional housing issues. b) Support OCHA's affirmative fair marketing plan and deconcentration policies by providing five-year and annual PHA plan certifications.
c) In coordination with OCHA and fair housing services provider, conduct landlord education campaign to educate property owners about State law prohibiting discrimination based on household income. a) City staff will attend online meetings. b) The City provided the PHA Plan certifications to OCHA staff upon request. c) California law expanded "source of income" protections to individuals who use housing rent assistance (e.g., Housing Choice Voucher) effective January 2020. The Fair Housing Foundation (FHF) is prepared to receive and address these types of complaints. FHF received 0 allegations from San Clemente residents during the FY 23-24 reporting period related to the source of income. 2) Through the City's fair housing contractor:
a) Provide fair housing education and information to apartment managers and homeowner associations on why denial of reasonable modifications/accommodations is unlawful. b) Conduct multi-faceted fair housing outreach to tenants, landlords, property owners, realtors, and property management companies. Methods of outreach may include workshops, informational booths, presentations to community groups, and distribution of multi-lingual fair housing literature. c) Provide general fair housing counseling and referral services to address tenant-landlord issues, investigate allegations of fair housing discrimination, and take appropriate actions to conciliate cases or refer to appropriate authorities. d) Include testing/audits within the scope of work with fair housing provider.
a) The FHF received 0 inquiry regarding reasonable accommodation from a San Clemente resident during the reporting period.
b) The FHF held or participated in 4 fair housing presentations and community meetings. It also conducted 1 Fair Housing workshop. All activities were available to San Clemente residents, landlords, and property managers. Additionally, the FHF distributed over 2,300 pieces of fair housing literature throughout San Clemente during the reporting period. c) The FHF assisted 58 unduplicated San Clemente households by addressing various housing issues, disputes, and inquiries. The primary issues addressed during the reporting period included habitability, notices, and rent increases. Most cases were resolved through education and counseling. During the reporting period, the FHF received 9 allegations of fair housing law violations from San Clemente residents – 6 allegations were related to physical disability, 1 pertaining to familial status, 1 regarding gender, and 1 related to sexual orientation. All allegations were resolved through counseling.

City of San Clemente Analysis of Impediments to Fair Housing Summary 2 of 2
Exhibit D
PROPOSED AI GOALS AND STRATEGIES FY 2023-2024 ACCOMPLISHMENTS e) Regularly consult with the City's fair housing contractor on potential strategies for affirmatively furthering fair housing on an ongoing basis. d) FHF conducts its audits based on the most common protected classes. During FY 23-24, audits focused on national origin and limited English proficiency discrimination – no audits were conducted in San Clemente. e) On an annual basis, City staff discuss fair housing programming strategies regarding education and enforcement activity with the FHF.
3) Support local eviction prevention strategies to reduce the number of homeless individuals and families (homelessness prevention services). ƒ The City did not use CDBG funds to support services to prevent the loss of housing during FY 23-24.
4) Prepare a new Housing Element that is compliant with all current State laws and is certified by the California Department of Housing and Community Development (HCD). ƒ The City Council adopted the Housing Element on September 20, 2022, and HCD certified it on October 12, 2022.
5) Update zoning ordinance to comply with current State law. ƒ The City revised its Accessory Dwelling Unit (ADU) code to comply with current State law in FY 21-22.
6) Offer a variety of housing opportunities to enhance mobility among residents of all races and ethnicities by facilitating affordable housing throughout the community through 1) flexible development standards; 2) density bonuses; and 3) other zoning tools ƒ The City provides affordable housing project incentives for income-eligible households.

The City reviews projects according to density bonus regulations, implements the Affordable Housing Overlay Zone that allows affordable housing projects in nonresidential zones and sites in the Housing Element inventory, implements the Inclusionary Housing Program, and explores HCD's website to identify a funding source for affordable housing, and meets annually with housing organizations. ƒ In FY 22-23, the City approved the development of 250 units, including 20 units for very low-income residents. The project benefitted from a density bonus. No new activity to report during FY 23-24. 7) Review the type and effectiveness of current affordable housing development incentives and amend/augment as may be necessary to increase the production of affordable housing units. ƒ The City completed the evaluation and update of its Inclusionary Housing Program, establishing a new streamlined methodology to determine inclusionary in-lieu fees and preferences for the in-lieu fees and allocation during FY 20-21. No new activity to report during FY 23-24. ƒ The City updated the Housing Element and implementation programs for the 2021- 2029 cycle that include ongoing evaluation of incentives that may increase the production of affordable during FY 21-22. No new activity to report during FY 23-24.

Exhibit E
Publish: 8/29/2024

NOTICE OF PUBLIC COMMENT PERIOD AND PUBLIC MEETING

NOTICE IS HEREBY GIVEN THAT A PUBLIC MEETING WILL BE HELD BY THE CITY COUNCIL OF THE CITY OF SAN CLEMENTE, CALIFORNIA ON THE PROPOSED SUBMISSION OF THE 2023-2024 CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT AND COMMENCEMENT OF THE FIFTEEN (15) DAY COMMENT PERIOD 8/30/2024 – 9/13/2024
Community Development Block Grant – the Consolidated Annual Performance Report for 2023-2024 NOTICE IS HEREBY GIVEN that the City of San Clemente City Council will hold a public meeting and a public comment period regarding the 2023-2024 Consolidated Annual Performance and Evaluation Report (CAPER) for the Community Development Block Grant (CDBG).

The City of San Clemente is a recipient of Community Development Block Grant (CDBG) funds, awarded to the City by the U. S. Department of Housing and Urban Development (HUD). In order to receive CDBG funds, the City is required to prepare a multi-year strategic plan known as the Consolidated Plan. At the beginning of each year, the City also prepares a one-year expenditure plan outlining the planned use of CDBG funds. At the conclusion of the fiscal year, the City must prepare a year-end performance report known as the Consolidated Annual Performance and Evaluation Report (CAPER). The 2023-2024 CAPER covers the period of July 1, 2023, through June 30, 2024, and provides a summary of activities undertaken with CDBG funds during the reporting period.

Notice is hereby given that an initial environmental assessment for the above item was processed and completed in accordance with the California Environmental Quality Act (CEQA). Staff determined that the above item is not a project pursuant to State CEQA Guidelines, section 15378 (b) (2) and (4). 15-Day Public Comment Period
In compliance with program regulations, the draft CAPER must be available for a 15-day public review and comment period. Accordingly, the 15-day public comment period will begin August 30, 2024, and will end at noon, September 13, 2024. The draft report will be available for public inspection during regular business hours at City Hall, located at 910 Calle Negocio, and the City’s website at https://www.sanclemente.org/departments-services/housing-and-social-services. Written comments should be directed to Andy Flores, Management Analyst, at [email protected] or (949) 361-6165 on or before noon on September 13, 2023.
2023-24 CAPER Public Meeting
A public meeting is scheduled before the City Council of the City of San Clemente on September 17, 2024, at 6:00 p.m., regarding the 2023-2024 Consolidated Annual Performance and Evaluation Report (CAPER) for the Community Development Block Grant (CDBG). If you challenge this item in court, you may be limited to raising only those issues you or someone else raised at the public meeting described in this notice, or in written correspondence delivered to the City of San Clemente at, or prior to, the public meeting.

Exhibit E
To allow staff adequate time to confirm software compatibility, individuals wishing to utilize electronic visual aids to supplement their oral presentations at the meeting, must submit the electronic files to the City Clerk by no later than 12:00 p.m. on the day of the meeting. Only compatible electronic formats will be permitted to be used on City audio/visual computer equipment. Staff makes no guarantee that such material will be compatible but will use its best efforts to accommodate the request.

NOTICE IS FURTHER GIVEN that in addition to the comment period, interested parties will be afforded an opportunity to provide comments on the 2023-2024 CAPER at the City of San Clemente City Council meeting on September 17, 2024, at 6:00 p.m. in the Council Chambers, located at 910 Calle Negocio, 2nd Floor, San Clemente, CA. All interested persons are invited to attend said meeting, or to submit written communication, to express their opinion for or against the 2023-2024 CAPER.

Laura Campagnolo
City Clerk

Exhibit E

SUMMARY OF PUBLIC COMMENTS
15-DAY COMMENT PERIOD
TBD
SEPTEMBER 17, 2024, CITY COUNCIL MEETING
TBD