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CAPER (RDA) FY 2001-2002July 11, 2001 P.O. Box 1504 78-495 CALLE TAMPICO LA QUINTA, CALIFORNIA 92253 Mr. Allen P. Bayer Development Specialist Riverside County EDA 3525 Fourteenth Street Riverside, CA 92501-3813 (760) 777-7000 FAX (760) 777-7101 VIA FACSIMILE AND FIRST CLASS MAIL (909) 955-3195 SUBJECT: CITY OF LA QUINTA REDEVELOPMENT AGENCY CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT (CAPER) HOUSING ACTIVITIES Dear Mr. Bayer: Attached is the CAPER report covering housing activities of the La Quinta Redevelopment Agency for the July 1, 2000 to June 30, 2001 reporting period. You will find the sections listed below attached to this letter: Attachment 1: - Narrative, Sections I through IX — Residential Rehabilitation loan detail Table 1 - Household & Persons Assisted — Summary: all programs — Program: Building Horizons — Program: La Quinta Housing Program (home purchase loans) — Program: La Quinta Housing Program (residential rehabilitation loans) — Miraflores Project - Catellus Residential Group — Program: La Quinta Rental Housing — Program: Aventine Project - Spanos Corporation — Program: Assessment/Sewer Connection Subsidy Attachment 2: — Narrative — Project Area Map B�� If you have any questions regarding the content of this report, please contact the Agency's housing consultant, Nancy Madrid of Rosenow Spevacek Group (RSG) at (714) 541-4585 extension 231. aR rely, Y HERMAN Community Development Director JH:bjs Enclosures c: Frank Spevacek/Nancy Madrid, RSG CITY OF LA QUINTA REDEVELOPMENT AGENCY ATTACHMENT 1 CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT HOUSING ACTIVITIES; July 1, 2000 - June 30, 2001 I. Homeownership Programs for First -Time Homebuyers and Lower -Income (under 80% of median) Households. The Agency continues to provide homeownership opportunites to lower income households through the La Quinta Housing Program, the sale of Agency - owned rental units and through an annual agreement with Building Horizons, a non-profit developer, in conjunction with the Boys and Girls Club of the Coachella Valley. Although the programs are not restricted to first-time homebuyers, the majority of those who qualify for and purchase homes through these programs are first-time buyers. To assist in their efforts to provide affordable home ownership to lower-income households, the Agency has provided home purchase second trust deed loan assistance since the 1996-97 fiscal year through the La Quinta Housing, Prolzram. The Agency loans fund the difference between the maximum first loan a buyer can obtain and the purchase price less the minimum required 3% down payment. Households with incomes of up to 50% of median can receive up to $65,000 and those having incomes from 51 % to 80% of median can receive up to $50,000 from the Agency toward their home purchase. The program also provides loans of up to $25,000 to moderate income households to assist in their home purchase. The Agency loans do not require monthly payments, and have recorded affordability covenants and a resale restriction for a 30 year term. If the owner is unable to sell the property, the Agency has right of first refusal before agreeing to removal of the unit from its affordable housing stock and sale at market rates. In this event, the Agency loan must be repaid along with a shared appreciation percentage in lieu of interest on the loan. This Program has been funded annually since 1996 and has assisted a total of 105 households with an opportunity for home ownership, 46 during the current reporting period. The Agency -owned rental properties described in Section V below are rented to tenants having incomes at 50% or less of County median income. Those who have been able to improve their work opportunities and qualify for a first mortgage loan are also eligible for assistance in the purchase of their home through an Agency funded second trust deed loan. 'To date, 5 properties have been sold through this program and the loans remain available to the other tenants. Through annual agreements with Buildin#t Horizons, the Agency also provides loan assistance to lower-income households in the purchase of these homes. This program has been funded annually since 1994 and has provided loans to assist 15 very low, low and moderate income households with the purchase of a home. Complete details on this program are included in Attachment 2. Rosenow Spevacek Group, inc. 2 07/10/01 II. Rehabilitation and Neighborhood Improvement Programs. The Agency provides residential rehabilitation loans for owner and renter -occupied single and multi -family units, also through the La Quinta Housing Program. Loans of up to $25,000 for a 15 year term at a 4% interest rate are available to very low, low and moderate income households. Very low and low income households are not required to make payments during the first 5 years of the loan although interest will accrue during that time. Thereafter, monthly principal and interest payments are required and any outstanding principal and accrued interest are due upon sale of the unit. Moderate income households who receive rehabilitation loans are required to make monthly payments for the term of the loan. The loans must be used to address specific targeted property improvements which were formulated to upgrade an aging housing stock. Property owners can use these funds to correct code violations, refurbish the exterior of the property, make security improvements, or install energy efficiency improvements. During the reporting period, two (2) loans were provided to low income households. The details of these loans, which were made to households earning 80% or less of the County's median income, are provided on the attached table. Additionally, through the La Quinta Housing Program, the Agency acquires abandoned, dilapidated single family properties. After substantially rehabilitating the structure and upgrading the landscaping, the properties are sold as affordable units to income -eligible households. During the reporting period, the property that was rehabilitated during the 1999- 2000 reporting period was sold to a moderate income household and the Agency provided a second trust deed loan to assist in that purchase. III. Housing for Farmworkers and Migrant Farmworkers. The Agency has not provided housing opportunities that specifically address these housing needs, although many of its resources have been devoted to households earning less than 50% of County median income. Many City residents are employed in the agricultural industry and have been the recipients of assistance through Agency -sponsored affordable housing programs. IV. Shelter for the Homeless. The Agency has not provided a program dedicated to this issue. Because of the size of the City of La Quinta and its geographic location, homelessness is not as great a problem as it is in other areas. V. Rental Assistance Programs. In 1995, the Agency purchased fifty (50) single family homes which were rented to very low income, Section 8 assisted households when the owner/developer filed bankruptcy; these homes have continued to be rented to very low income households at an affordable rent. The Agency contracts for property management services and maintenance of the units. The units are presently undergoing exterior renovation, which includes new paint, landscaping, driveway renovation, and fencing .renovation to maintain the properties in a similar condition to other, owner -occupied properties. Rosenow Spevacek Group, inc. 1 07/10/01 VI. New Construction of Affordable Rental Housing. Through a developer Affordable Housing Agreement executed in October, 1998, the Agency is assisting in the construction of 118 senior rental units in the Miraflores mixed-use project. Construction on these units is anticipated to commence during the July 1, 2001 to June 30, 2002 reporting period. Additionally, through an Affordable Housing Agreement executed in 1999 with The Spanos Corporation, construction was completed during this reporting period on a 200 unit rental project. The agreement requires 20 units to be income restricted, 10 to low and 10 to moderate income households. Initial move -ins during the reporting period included 9 of the income restricted units which are reported in Table 1. VII. New Construction of Affordable Special Needs Housing. Please refer to Section VII above. VIII. Other Housing Programs. In addition to the housing programs described above, the Agency provides subsidies to assist very low, low and moderate income households with the cost of assessment payments and sewer connection costs in Project Areas No. 1 and No. 2. Since this program was approved in 1989, the Agency has assisted a total of 492 very low, low and moderate income households with these costs. The subsidy is for a 15 year term; annual income recertification is required and if the property is sold during the term, the balance is due on sale or may be assumed by another income -eligible household. The Agency records a Deed of Trust against properties receiving the subsidy. VIII. Use of Redevelopment Housing Set -Aside Fund: Fund Balance on July 1, 2000: Total Deposits — 7/1/00 — 6/30/01: Total Expenditures — 7/1/00 — 6/30/01 Fund Balance on June 30, 2001: $ 10,019,277.00 $ 6,197,166.00 $ 6,296,343.00 $ 9,920,100.00 Rosenow Spevacek Group, inc. 4 07/10/01 City of La Quinta Redevelopment Agency Residential Rehabilitation Loan Program PROJECT COST ANALYSIS 2000-2001 Fiscal Year Funding - Total Allocation $250,000 PROPERTY OWNER/ PROPERTY INFORMATION REHABILITATION LOAN INFORMATION After LOAN REPAYMENT: PROPERTY Household Income Gross Loan Date of Funding Rehab Start Payment Payment PROPERTY OWNER IDENTIFICATION Size Category Income Amount Loan Type Terms Source Value Date Amount Duration Project Area No.1 FARRINGTON, David 51-933 Avenida Navarro 15 years Lots 8 and 9, Block 120 4 Low $32,006 $25,000 3/1/01 Loan @4% RDA $94,750 3131106 $303.74 10 Years 773-183-025 interest LARSEN, Roberta 51-407 Avenida Velasco 15 years Lots 9 and 10, Block 64 1 Low $25,543 $23,470 05104/2001 Loan @4% RDA $168,750 4/30/06 $285.15 10 Years 773-085-021 interest Total P.A. #1 $48,470 2000-01 TOTAL LOANS FUNDED $48,470 Balance: $201,530 IaquintaVehabrpt 07/06/2001 CITY OF LA QUINTA REDEVELOPMENT AGENCY ATTACHMENT 2 CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT HOUSING ACTIVITIES; July 1, 2000 - June 30, 2001 A. Resources Made Available Within the Jurisdiction During this reporting period, the La Quinta Redevelopment Agency (the "Agency") expended $2,747,574 in direct assistance from its Low and Moderate Income Housing Fund to fund the implementation of eight (8) active affordable housing programs. The Agency has not used other funding sources in meeting their affordable housing goals. The Agency contracts with a redevelopment and housing consulting firm to formulate and implement its affordable housing programs and ensure the programs and residents are afforded professional assistance on housing related issues. By working closely with City and Agency staff, the entire project team is able to proactively address and meet community needs. Every program that was projected for implementation during the current reporting period has moved forward even though the funds that were allocated were not fully expended due to the lengthy time periods involved in new construction to meet the Agency's inclusionary housing requirements, real estate acquisition efforts and property refurbishment programs. B. Investment of Available Resources The Agency's adopted current affordable housing programs address many of the goals the County has defined in their Consolidated Plan, including homeownership opportunities, improvement of substandard housing, and conditions of existing rental housing affordable to low income households. (Program definition) The Agency's affordable housing efforts consist of the programs described below which have provided assistance to approximately 835 very low, low and moderate income households since 1989: La Quinta Housing Program. When property values started declining throughout the state several years ago, the Agency was faced with an aging housing stock in need of upgrading as well as an increasing number of properties being abandoned through foreclosure when the owner was unable to sell. To address these conditions and instances of neighborhood neglect, in addition to continuing its efforts to work with developers in providing new affordable housing construction, the Agency adopted the La Quinta Housing Program (the "Housing Program") in November, 1996. This program continues and is being made available in both Project Areas No. 1 and No. 2. It incorporates the following elements to address the City's housing needs: Rosenow Spevacek Group, inc. 6 07/10/01 • second trust deed home purchase loans, • residential rehabilitation loans, • Agency acquisition/rehabilitation/resale of dilapidated vacant homes, and • Agency resale program. The Home Purchase Loan element of this Program has been funded annually and has assisted a total of 105 households with an opportunity for home ownership, 46 during the current reporting period. The loans are not restricted to first time homebuyers, but most of the families who receive loans are in fact first time homebuyers. Residential rehabilitation loans are available to property owners of single family, owner - occupied or rental units and to small multi -family apartment complexes. Eight (8) residential rehabilitation loans have been provided to eligible property owners since this effort was adopted and additional applications are currently under review for property improvements on single family owner -occupied units. The Agency acquired 2 dilapidated single family homes in early 1998. One of the homes was too structurally dilapidated for refurbishment and was subsequently demolished; this lot has been sold for development and will be sold as an income restricted unit. The second home has been refurbished and was sold during the 2000-01 fiscal year as an affordable unit. The Agency is researching additional properties to be included in this program. The Agency additionally repurchases units which have previously received second trust loans and have recorded affordability covenants when a foreclosure sale is imminent to preserve the affordability covenants. After any needed repairs are made, the property is marketed and resold to another income eligible household. To date, the Agency has repurchased and resold 6 properties to maintain the recorded covenants. Developer Affordable Housing Agreements. Between 1992 and the end of the current reporting period, the Agency assisted a total of 80 very low, low and moderate income households by providing a means for home ownership, and provided affordable rental housing to 100 income eligible households through Affordable Housing Agreements with for-profit and non-profit developers. Assistance was provided in the form of land purchase costs, and "silent" second trust deed loans to the home purchaser. Pursuant to an amendment to an existing executed affordable housing developer agreement, an additional 25 for sale and 118 senior rental units will be constructed within the next 2 years. During this reporting period, the 7th year of a program with Building Horizons was completed. In this program, homes are constructed by the Boys and Girls Club of the Coachella Valley under expert construction supervision and sold to income -eligible households. During this reporting period, 4 affordable single family homes were sold to low income households and an agreement to construct 2 additional units was executed for the year 8 of this program. This program has now constructed a total of 15 affordable housing units in Project Area No. 1. Rosenow Spevacek Group,inc. 7 07/10/01 Sewer Connection Subsidy Program. Since 1989, the Agency has provided property owner assistance to approximately 492 eligible very low, low and moderate income households through subsidy of the costs associated with a street improvement assessment, abandonment of the septic tank system, and connection to the sewer lines. This program is available in both Project Areas through the formation of assessment districts; it is expanded to each assessment district as it is formed to provide City sewer service to residents. La Quinta Rental Housing Program. In 1995, the Agency purchased 50 single family homes which were rented to very low income, Section 8 assisted households when the owner/developer filed bankruptcy; these homes have continued to be rented to very low income households. Since that time, with Agency assistance in the form of second trust deed home purchase loans, 1 vacant unit was sold to an eligible low income household and 4 additional units have been sold to the occupying very low income tenants who have been able to secure first mortgage financing. The remaining tenants are being provided with an opportunity to purchase the home they rent also through the provision of Agency funded second trust deed home purchase loans. These programs are funded annually and are located within the boundaries of Project Area No. 1 and Project Area No. 2; a project area map is attached. The Agency is currently conducting developer negotiations to construct another mixed use affordable residential project and is exploring the feasibility of live/work housing. (Funding) This program and all other Agency -funded affordable housing programs are funded by the Agency's Low and Moderate Income Housing Fund from set-aside tax increment revenue. The Agency has not utilized any other or outside funding sources. Any budgeted funds not expended in a fiscal year are annually carried over and added to the next year's funding allocation, ultimately providing 100% utilization of budgeted funds. (Public Contact) The Agency actively utilizes its City staff as a liaison with the public to provide a high level of public awareness regarding the assistance that is available to address their needs. By ensuring that Code Enforcement, Building Department and Community Development personnel are aware of program availability, the Agency utilizes its "first line" public contact to address individual property and property owner situations. C. Households and Persons Assisted The following Table 1 forms have been prepared for each of the Agency's housing programs that were funded and provided assistance during the reporting period, along with a summary tabulating the results of the individual programs. Rosenow Spevacek Group, inc. 8 07/10/01 TABLE 1 - SUMMARY (all programs) Households & Persons Assisted with Housing, including Emergency Shelter and/or Supportive Services Fiscal Year: 2000-2001 July 1, 2000 to June 30, 2001 form HUD -40090-A (1/93) (A) Program Name: (C) Total Funds Committed: $20,211,024 (F) Funds Leveraged ALL PROGRAMS Amount: 0 Source(s): (D) Funds Available (7-1-00 to 6-30-01): $3,488,157 (B) Funding Source: (G) Match Source(s): Low/Moderate Income Housing Fund (E) Funds Expended (7-1-00 to 6-30-01): $2,747,574 Amount: 0 Renters Owners Homeless * Non - Elderly Small Large 1st -Time Buyers (H) Assistance Provided Homeless Total by Income Group & 2 Member Related Related All Other Total Existing with Total Individuals Families Special Total Section 215 Households (2 to 4) 5 or more Households Renters Homeowners Children All Others Homeowners Needs 1. Very Low -Income 0 to 30% MFI 2. Very Low -Income 31 to 50% MF 1 31 12 44 8 1 9 53 45 3. Other Low -Income 51 to 80% of MFI 7 1 7 22 28 2 52 59 39 4. Total Low -Income lines 1 + 2 + 3 8 31 12 51 30 29 2 61 112 84 5. Moderate Income 81% to 120% of M 3 1 3 21 11 6 38 J 41 * Homeless families and individuals assisted with transitional or permanent housing Total 153 84 Number % of Total (1) Geographic Location (.I) Racial/Ethnic Composition Banning Murrieta 1. His anic 68 61% Beaumont Norco 2. White Blythe Palm Desert (Non -Hispanic) 33 29% Calimesa Perris Canyon Lake San Jacinto 3. Black 8 7% Cathedral City Temecula Desert Hot Springs Other 4. Native American Indio (please list) 5. Asian & Lake Elsinore Riverside Pacific Islander 1 1% La Quints XX Palm Springs 6. Other 2 2% 7. Total must equal Total on 112 100% F:\USERS\CDBG\Chas\TBLE1.2001XLS.xls line 4, column (M) TABLE 1 Fiscal Year: 2000-2001 Households & Persons July 1, 2000 to June 30, 2001 Assisted with Housing, including Emergency Shelter and/or Supportive Services form HUD -40090-A (1/93) (A) Program Name: (C) Total Funds Committed: $7,400,000 (F) Funds Leveraged La Quinta Housing Program - (LQHP project total) Amount: 0 Source(s): Home Purchase Loans (D) Funds Available (7-1-00 to 6-30-01): $2,000,000 (G) Match Source(s): (B) Funding Source: (available for home purchase loans) Low/Moderate Income Housing Fund (E) Funds Expended (7-1-00 to 6-30-01): $1,783,089 Amount: 0 Renters Owners Homeless * Non - Elderly Small Large 1st -Time Buyers (H) Assistance Provided Homeless Total by Income Group & 2 Member Related Related All Other Total Existing with Total Individuals Families Special Total Section 215 Households (2 to 4) 5 or more Households Renters Homeowners Children I All Others Homeowners Needs (A) (B) (C) (D) (E) (F) (G) (H) (1) (J) (K) (L) (M) (N) 1. Very Low -Income 0 to 30% MFI 2. Very Low -Income 31 to 50%MF 3. Other Low -Income S 1 to 80% of MF 2 24 2 28 28 26 4. Total Low -Income lines I + 2 + 31 2 24 2 28 28 26 5. Moderate Income 81% to 120% of MFI 4 10 4 18 18 * Homeless families and individuals assisted with transitional or permanent housing Total 46 44 (1) Geographic Location Banning Murrieta (,I) RaciaVEthnic Composition 1. Hispanic Number 20 % of Total —71% Beaumont Norco 2. White Blythe Palm Desert (Non -Hispanic) 6 21% Calimesa Perris Canyon Lake San Jacinto 3. Black Cathedral City Temecula Desert Hot Springs Other 4. Native American Indio (please list) 5. Asian & Lake Elsinore Riverside Pacific Islander 1 4% 1 4% La Quinta XX Palm Springs 6. Other 7. Total must equal Total on 28 100% F•\rrsFrzs\CDBG\Chas\TBLE1.2001X- S.xls litre 4, column (M) TABLE 1 Fiscal Year: 2000-2001 Households & Persons July 1, 2000 to June 30, 2001 Assisted with Housing, including Emergency Shelter and/or Supportive Services form HUD -40090-A(1/93) (A) Program Name: (C) Total Funds Committed: $7,400,000 (F) Funds Leveraged La Quinta Housing Program - (LQHP project total) Amount: 0 Source(s): Residential Rehabilitation Loans (D) Funds Available (7-1-00 to 6-30-01): $250,000 (B) Funding Source: (available for residential rehab. loans) (G) Match Source(s): Low/Moderate Income Housing Fund (E) Funds Expended (7-1-00 to 6-30-01): $48,470 Amount: 0 Renters_ Owners Homeless * Non - Elderly Small Large 1st -Time Buyers (H) Assistance Provided Homeless Total by Income Group & 2 Member Related Related All Other Total Existing with Total Individuals Families Special Total Section 215 Households (2 to 4) 5 or more Households Renters Homeowners Children All Others HomeownersNeeds (A) (B) (C) (D) (E) (F) (0) (H) (1) (J) (K) (L) (M) (N) 1. Very Low -Income (0 to 30% MI'D 2. Very Low -Income 31 to 50% MFI 3. Other Low -Income 51 to 80% of MFI 2 2 2 2 4. Total Low -Income (lines 1+2+3 2 2 2 2 5. Moderate Income (81% to 120% of MFI * Homeless families and individuals assisted with transitional or permanent housing Total 2 2 Number % of Total (I) Geographic Location (.n RaciaVEthnic Composition Banning Murrieta 1. Hispanic Beaumont Norco 2. white Blythe Palm Desert (Nan -His ic) 2 100% Calimesa Perris Canyon Lake San Jacinto 3. Black Cathedral City Temecula Desert Hot Springs Other 4. Native American Indio (please list) 5. Asian & Lake Elsinore Riverside Pacific Islander La Quinta XX Palm Springs 6. Other 7. Total must equal Total on 2 100% F:\USERS\CDBG\Chas\TBLE1.2001XLS.xls line 4. column (;Gt) TABLE 1 Fiscal Year: 2000-2001 Households & Persons July 1, 20M to June 30, 2001 Assisted with Housing, including Emergency Shelter and/or Supportive Services form HUD -4)090-A(1/93) (A) Program Name: (C) Total Funds Committed: $1,470,000 (F) Funds Leveraged Building Horizons Amount: 0 Source(s): (D) Funds Available (7-1-00 to 6-30-01): $210,000 (B) Funding Source: (G) Match Source(s): Low/Moderate Income Housing Fund (E) Funds Expended (7-1-00 to 6-30-01): $172,700 Amount: 0 Renters Owners Homeless * Non - Elderly Small Large 1st -Time Buyers (H) Assistance Provided Homeless Total by Income Group & 2 Member Related Related All Other Total Existing with Total Individuals Families Special Total Section 215 Households (2 to 4)' 5 or more Households Renters Homeowners Children All Others Homeowners Needs (A) (B) (C) (D) (E) (F) (H) (H) (1) (J) (K) (L) (M) (N) 1. Very Low -Income (0 to 30% MF 2. Very Low -Income 31 to 50% MFI 3. Other Low -Income 51 to 80% of MFI 4 4 4 4 4. Total Low -Income (lines 1+2+3) 4 4 4 4 5. Moderate Income 81 % to 120 % of MFI * Homeless families and individuals assisted with transitional or permanent housing Total 4 4 Number % of Total (I) Geographic Location Q) Racial/Ethnic Composition Banning Murrieta 1. Hispanic 1 25% Beaumont Norco 2. white Blythe Palm Desert (Non -Hispanic) 3 75% Calimesa Perris Canyon Lake San Jacinto 3. Black Cathedral City Temecula Desert Hot Springs Other 4. Native American Indio (please list) 5. Asian & Lake Elsinore Riverside Pacific Islander La Quinta XX Palm Springs 6. Other 7. Total must equal Total on 4 100% F:\USERS\CDBG\Chas\TBLE1.2001XLS.xls line 4, column (M) TABLE 1 Fiscal Year: 2000-2001 Households & Persons July 1, 2000 to June 30, 2001 Assisted with Housing, including Emergency Shelter and/or Supportive Services form HUD -40090-A(1/93) (A) Program Name: (C) Total Funds Committed: $6,713,41.6 (F) Funds Leveraged Miraflores - Catellus Residential Group Amount: 0 Source(s): (single family component) (D) Funds Available (7-1-00 to 6-30-01): $26,157 (B) Funding Source: (G) Match Source(s): Low/Moderate Income Housing Fund (E) Funds Expended (7-1-00 to 6-30-01): $26,157 Amount: 0 Renters Owners Homeless * Non - Elderly Small Large 1st -Time Buyers (H) Assistance Provided Homeless Total by Income Group & 2 Member Related Related All Other Total Existing with Total Individuals Families Special Total Section 215 Households (2 to 4) 5 or more Households Renters Homeowners Children All Others Homeowners Needs (A) (B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) 1. Very Low -Income Oto30%MF 2. Very Low -Income 31 to 50% MFI 3. Other Low -Income 51 to 80% of MF 4. Total Low -Income 11nes1+2+3 0 5. Moderate Income 81 % to 120 % of MFI) 1 2 3 3 * Homeless families and individuals assisted with transitional or permanent housing Total 3 (I) Geographic Location (.n Racial/Ethnic Composition Number x of Total Banning Murrieta 1. Hispanic Beaumont Norco 2. White Blythe Palm Desert (Non -His anic) Calimesa Perris Canyon Lake San Jacinto 3. Black Cathedral City Temecula Desert Hot Springs Other 4. Native American Indio (please list) 5. Asian & Lake Elsinore Riverside Pacific Islander La Quinta XX Palm Springs 6. Other 7. Total must equal Total on 0 100% F:\USERS\CDBG\Chas\TBLE1.2001XLS.xls line 4, column (M) TABLE 1 Fiscal Year: 2000-2001 Households & Persons July 1, 2000 to June 30, 2001 Assisted with Housing, including Emergency Shelter and/or Supportive Services form HUD -40090-A (1/93) (A) Program Name: (C) Total Funds Committed: $4,327,608 (F) Funds Leveraged La Quinta Rental Housing Program Amount: 0 Source(s): (D) Funds Available (7-1-00 to 6-30-01): $260,000 (B) Funding Source: (G) Match Source(s): Low/Moderate Income Housing Fund (E) Funds Expended (7-1-00 to 6-30-01): $420,753 Amount: 0 Renters Owners Homeless * Non - Elderly Small Large 1st -Time Buyers (H) Assistance Provided Homeless Total by Income Group & 2 Member Related Related All Other Total Existing with Total Individuals Families Special Total Section 215 Households (2 to 4) 5 or more Households Renters Homeowners Children All Others Homeowners Needs (A) (B) (C) _ _ (D) (E) (F) (G) (H) (1) (n (K) (L) (M) (N) 1. Very Low -Income Oto30%MR) 2. Very Low -Income (31 to 50% MFT) 1 31 12 44 1 1 45 45 3. Other Low -Income 51 to 80%ofM 1 1 1 1 4. Total Low -Income lines 1 + 2 + 3) 2 31 12 45 1 1 46 46 5. Moderate Income J81% to 120% of MED * Homeless families and individuals assisted with transitional or permanent housing Total 46 46 Number % of Total (1) Geographic Location (.I) Racial/Ethnic Composition Banning Murrieta 1. Hispanic 30 65% Beaumont Norco 2. White Blythe Palm Desert (Non -Hispanic) 7 15% Calimesa Perris Canyon Lake San Jacinto 3. Black 8 18% Cathedral City Temecula Desert Hot Springs Other 4. Native American Indio (please list) 5. Asian & Lake Elsinore Riverside Pacific Islander La Quinta XX Palm Springs 6. Other 1 2% 7. Total must equal Total on 46 100% F:\USERS\CDBG\Chas\TBL.E1.2001XLS.xis line 4, column (M) TABLE 1 Fiscal Year: 2000-2001 Households & Persons July 1, 2000 to June 30, 2001 Assisted with Housing, including Emergency Shelter and/or Supportive Services form HLTD-40090-A (1/93) (A) Program Name: (C) Total Funds Committed: $300,000 (F) Funds Leveraged Aventine - Spanos Corporation Amount: 0 Source(s): (D) Funds Available (7-1-00 to 6-30-01): $0 (B) Funding Source: (G) Match Source(s): Low/Moderate Income Housing Fund (E) Funds Expended (7-1-00 to 6-30-01): $0 Amount: 0 Renters Owners Homeless * Non - Elderly Small Large 1st -Time Buyers (H) Assistance Provided Homeless Total by Income Group & 2 Member Related Related All Other Total Existing with. Total Individuals Families Special Total Section 215 Households (2 to 4) 5 or more Households Renters Homeowners Children All Others Homeowners Needs (A) (B) (C) (D) (E) (F) (0) (H) (1) (J) (K) (L) (M) (N) 1. Very Low -Income 0 to 30% MF 2. Very Low -Income 31 to 50% MFI) 3. Other Low -Income 51 to 80% of MFI 6 6 6 6 4. Total Low -Income (lines 1+2+3 6 6 6 6 5. Moderate Income 81 % to 120% of MFT 3 3 3 * Homeless families and individuals assisted with transitional or permanent housing Total 9 6 Number % of Total (I) Geographic Location (.n Racial/Ethnic Composition Banning Murrieta 1. Hispanic 2 33% Beaumont Norco 2. White Blythe Palm Desert (Non -Hispanic) 4 67% Calimesa Perris Canyon Lake San Jacinto 3. Black Cathedral City Temecula Desert Hot Springs Other 4. Native American Indio (please list) 5. Asian & Lake Elsinore Riverside Pacific Islander La Quinta XX Palm Springs 6. Other 7. Total must equal Total on 6 100% F:\USERS\CDBG\Chas\TBLE1.2001XLS.xls line 4, column (M) TABLE 1 Fiscal Year: 2000-2001 Households & Persons July 1, 2000 to June 30, 2001 Assisted with Housing, including Emergency Shelter and/or Supportive Services form HUD -40090-A(1/93) (A) Program Name: (C) Total Funds Committed: (F) Funds Leveraged Assessment - Sewer Connection Subsidy Amount: 0 Source(s): (D) Funds Available (7-1-00 to 6-30-01): $742,000 (B) Funding Source: (G) Match Source(s): Low/Moderate Income Housing Fund (E) Funds Expended (7-1-00 to 6-30-01): $296,405 Amount: 0 Renters Owners Homeless * Non - Elderly Small Large 1st -Time Buyers (H) Assistance Provided Homeless Total by Income Group & 2 Member Related Related All Other Total Existing with Total Individuals Families Special Total Section 215 Households (2 to 4) 5 or more Households Renters Homeowners Children All Others Homeowners Needs (A) (B) (C) (D) (E) (F) (0) (H) (1) (J) (K) (1-) (M) (SN.`) 1. Very Low -Income 0 to 30% MFI 2. Very Low -Income 31 to 50% MFI 8 8 3. Other Low -Income 51 to 80% of MFT 18 18 4. Total Low -Income (Lines -1 +-2 + 3 26 26 5. Moderate Income 81 % to 120 % of MFI 17 17 * Homeless families and individuals assisted with transitional or permanent housing Total 43 (1) Geographic Location () Racial/Ethnic Composition Number % of Total Banning Murrieta 1. Hispanic 15 58% Beaumont Norco 2. White Blythe Palm Desert (Non -Hispanic) 11 42% Calimesa Perris Canyon Lake San Jacinto 3. Black Cathedral City Temecula Desert Hot Springs Other 4. Native American Indio (please list) 5. Asian & Lake Elsinore Riverside Pacific Islander La Quinta XX Palm Springs 6. Other 7. Total must equal Total on 26 100% F:\USERS\CDBG\Chas\TBL.E1.2001XL.S.xls line 4, column (M) The Agency maintains complete detail records for each of the affordable housing programs funded. These records are maintained at the offices of the Agency's housing consultant, Rosenow Spevacek Group, 540 N. Golden Circle, Suite 305, Santa Ana, California 92705. The contact person is Nancy Madrid, Housing Program Administrator, who can be reached at (714) 541-4585 extension 231. During this reporting period, Agency assistance was provided to the programs and income categories identified in the chart below: Program Total # Units Ve Low Low Moderate Building Horizons V, Vl _ 4 4 ltd Home Purchase Loans 46 28 18 Residential Rehab Loans 2 2 Miraflores Project 3 3 Agency Rental Units 45 44 1 Rental Housing Sales 1 1 Aventine Project 9 6 3 Sewer Cost Subsidy 43 8 18 17 A cq u i si ti on/Rehab/Resale TOTALS 153 53 59 41 The Agency's housing programs were not designed to address the needs of specific racial and/or ethnic groups, but rather the community as a whole. The community is inhabitated by a large number of households who provide seasonal labor to the agricultural industry and who work in the tourism industry, which is also seasonally affected due to the climate of the area. The population in the City is generally evenly mixed between families and senior citizens, with a large number of Hispanic households. As indicated by the Racial/Ethnic composition statistics presented in Table 1, the Agency's housing programs are serving the population in close proportion to the population characteristics of the area. D. Other Actions Undertaken As is evidenced by the number of programs and units assisted, the types of affordable housing programs, and the level of funding allocated to affordable housing since 1989, both the Agency and City staff strive to maintain a high level of awareness to the needs of the community. Responding to community needs has been and continues to be a primary focus of the Agency. They have formulated an approach that provides affordable housing throughout the City in both of the Redevelopment Project Areas, rather than in a particular neighborhood. The Agency uses consultants to work as an extension of City staff who are experienced in formulating definitive affordable housing programs that address and meet the needs of the community. These teams of City/consultant staff implement and administer these programs, and strive to maintain an on-going relationship with the recipients of the assistance and the community as a whole. Rosenow Spevacek Group, inc. 10 07/10/01 LA QUINTA REDEVEL -MENT AGENCY Redevelopment Project Areas Project Area Boundaries HIGHWAY 111 < mill 11111111 AVENUE 50 -- i —__ THE COVE L AVENUE 52 NORTH Existing Project Area No. 2 Existing Project Area No. I AVENUE 54 ENUE56 AVENUE .98 AVENUE 60