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2013-2014 CONSOLIDATED ANNUAL PERFORMANCE and EVALUATION REPORT

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PREPARED BY THE CITY OF STOCKTON ECONOMIC DEVELOPMENT DEPARTMENT FOR INFORMATION CONTACT (209) 937-8539

TABLE OF CONTENTS

Executive Summary Summary of Resources and Distribution of Funds 3 Five Year Plan Assessment of Progress Assessment of Five Year Goals and Objectives 3 Program Changes 4 Assessment of Annual Progress

Affirmatively Furthering Fair Housing 5 Affordable Housing 6 Continuum of Care 7 Other Actions Underserved Needs 8 Affordable Housing Projects 8 Eliminate Barriers to Affordable Housing 9 Overcoming Gaps in Institutional Structures 9 Public Housing 10 Lead-Based Paint 10 Compliance 10 Reduce Number Persons below Poverty Level 10 Leveraging Resources 11 Citizen Comment 11 Self-Evaluation 12 Monitoring 14

Community Development Block Grant Program (CDBG) Assessment of Relationship of CDBG funds to Goals and Objectives 15 Changes in Program Objectives 17 Assessment of Efforts in Carrying out Planned Activities 17 Use of CDBG Funds for National Objectives 17 Low/Mod Job Activities 18 Program Income 18 Neighborhood Revitalization Strategies 18

HOME Investment Partnerships Program (HOME) Assessment of Relationship of HOME Funds to Goals and Objectives 19 HOME Match Report 20 HOME MBE and WBE Report 20 Anti-Displacement and Relocation 20 Assessments 20

Consolidated Annual Performance Evaluation Report City of Stockton ___ Fiscal Year 2013-14

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Emergency Solutions Grant Program (ESG) Assessment of Relationship of ESG Funds to Goals and Objectives 22 Matching Resources 23 Activity and Beneficiary Data 23 Chronic Homelessness 23 Homeless Discharge Coordination 23

Appendices

Appendix A Maps: Completed Projects by Low Income Persons and

Completed Projects by Minority Populations

Appendix B CDBG Financial Summary PR026

Appendix C Outcome Performance Tables

Appendix D Proof of Publication

Appendix E Action Plan Fund Allocations

Appendix F Forms: HUD-40107-A and HUD-40107

Appendix G Summary Report: PR03

Appendix H Summary Reports: PR06 and PR23

Appendix I ESG Reports: PR91

Appendix J Performance Measurement Reports: PR83, PR84, and PR85


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I. Executive Summary During FY 2013-14 the City of Stockton continued implementing the activities identified in the City’s 2010-2015 Consolidated Plan. Utilizing CDBG, HOME, ESG, and in some instances, state and local funding, the City made decent housing available to 73 households and 1,079 individuals and helped provide a more suitable living environment for over 208,360 individuals and 1,615 households. Funds were also provided to an organization that served over 539,626 meals to homeless and/or low income people. The foreclosure situation and the over-all economy of the area continued improving in the City of Stockton and San Joaquin County, several longstanding activities were completed during the year, the majority of the subrecipients that were recommended for funding by the Community Development Committee made significant progress and provided programs and services that have benefited the residents and businesses of Stockton. Summary of Resources and Distribution of Funds

CDBG HOME ESG

Available Funds* $5,676,103 $2,382,624 $226,383

Committed in FY $4,322,615 $2,322,655 $226,383

Expended in FY† $4,329,417 $2,035,772 $266,620 *Available funds include estimated program income and reprogrammed funds as budgeted in the Annual Action Plan. †Includes funds committed in prior years that were not considered in the available funds calculation. Maps depicting the City of Stockton’s areas of minority concentration and low income populations in relation to the distribution of resources and completed projects are included as Appendix A. An updated CDBG Financial Summary Report (PR26) is included as Appendix B. The City received a total of $627,843 in CDBG and HOME program income during FY 2013-14. Of that amount, $67,109 was deposited into the CDBG Revolving Loan Fund account. No HOME Recapture funds were received this fiscal year. The City’s Revolving Loan Fund earned $9,274.08 in interest during the fiscal year. A wire transferring that amount back to HUD was completed on September 12, 2014. II. Five Year Plan Assessment of Progress 1. Assessment of Five Year Goals and Objectives The City has made significant progress towards meeting or exceeding its five-year


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Specific Annual Objectives

Funds Performance Indicators

5-Year Goal

Year 1 2010/11

Year 2 2011/12

Year 3 2012/13

Year 4 2013/14

Year 5 2014/15

Rental Housing CDBG HOME Housing Units 90 0 110 91 71

Owner Housing (Rehabilitation & Down Payment Assistance)

CDBG HOME Housing Units 50 8 8 8 1***

Special Needs CDBG Housing Units 12 5 12 7 2

Public Facilities CDBG Public Facility 12 5 2 1 1

Commercial Rehabilitation CDBG Businesses 10 1 0* 2 6

Micro-enterprise Assistance CDBG Jobs 50 18 7 14** 14

Public Services CDBG People 80,000 75,572 85,296 189,606 206,376

Code Enforcement CDBG Housing Units 2,000 1,930 2,632 4,420 1,615

Homeless Shelter

CDBGESG People 20,450 5,078 4,465 5,018 3,555

Homeless Meals/Services ESG People 1,500,000 537,361 573,591 515,099 539,626

*5 additional façade projects were funded by CDBG-R **1 additional loan funded by CDBG-R resulted in 9 jobs ***Additional Owner Housing projects funded by CalHome (7) and NSP (13) FY 2013-14 Expenditures by Objective

Objective Funds Expended FY 2013-14* Owner Housing $70,708 Special Populations $922 Provide Housing to Homeless $118,616 Provide Food to Homeless $42,315 Public Facilities $29,900 Public Service $237,526

*Includes funds drawn in FY 2013-14 for projects currently underway. 2. Program Changes As previously noted, during FY 2012-13 the housing situation began improving with fewer foreclosures and a slight increase in home values. During 2013-14, home values in Stockton climbed steadily compared to the previous year. A 30% increase in home values has spurred new interest in the City’s Homeowner Housing Rehabilitation Program. Before the collapse of the housing market, the City placed a high priority on this program. However, demand and eligible applicants for this program significantly decreased due to the condition of the housing market. The decrease of equity in homes hindered the City’s ability to approve loans for the rehabilitation projects. In some cases,


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applicants were referred to and assisted through the City’s Emergency Repair Program. Through increased marketing efforts and improved home equity during the past twelve to eighteen months, the quantity and quality of applications to the housing rehabilitation program have grown, with many projects moving forward to completion. III. Assessment of Annual Progress 1. Affirmatively Furthering Fair Housing An Analysis of Impediments to Fair Housing Choice (AI) was completed in 2010 for the 2010-2015 period. The report found that in general, discrimination based on race/ethnicity is not a significant impediment to fair housing choice in Stockton. The report identified the following as the biggest fair housing issues:

1. Foreclosures and predatory lending: the primary issue is that owners are not

notifying tenants that homes are going through foreclosure. 2. Landlord/tenant mediation: some property owners indicated that San Joaquin

Fair Housing (SJFH) is not neutral in its mediation and has a bias toward tenants. 3. Education and Outreach: city staff that administer and oversee housing

programs and code enforcement activities should be provided more education on fair housing issues so that they can better respond to inquires from the public.

4. Need for testing: a testing program could provide more accurate information regarding the actual extent of fair housing problems.

5. Assistance for person with disabilities: persons with disabilities face barriers to choice due to a lack of housing with accessibility features (e.g., few rental units have hallways wide enough for wheelchair access).

The AI identified several actions to be undertaken during the next five years to address these issues. These actions, and the City’s efforts to address them, are as follows: • Action: Improve access to information, including providing website links to relevant

housing resources; provide education of fair housing to City staff members; support SJFH in their efforts to expand their services; and support housing service providers in providing education regarding tenant’s rights and responsibilities.

Response: The City has established links on its website to San Joaquin Fair Housing (SJFH) and other housing-related organizations. The City also continues to support SJFH through an annual allocation of Community Development Block Grant (CDBG) funds; however given the current reduction in funding that the City has available, it has not been able to allocate additional funds to SJFH to allow them to expand their services.

• Action: Expand Fair Housing Services and Outreach, including implementing a

comprehensive testing program; reach out to landlords of smaller rental properties;


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work with SJFH to increase awareness of the rights of persons with disabilities; and continue to comply with antidiscrimination requirements.

Response: While a comprehensive testing program has not been implemented, testing is available on a case-by-case basis. The City has established several housing programs available to people with special needs such as the elderly, mentally impaired, and handicapped whereby they may qualify for up to $10,000 in forgivable loan funds to make repairs to their homes. The Disability Resource Agency, one of our CDBG subrecipients, rehabilitates homes of the disabled to make them more accessible. Housing staff participates annually in the Disability Awareness Fair to promote these types of programs.

2. Affordable Housing The table below depicts the City’s progress in meeting its Priority Housing Needs as identified in the 2010-2015 Consolidated Plan: Priority Housing Needs Summary Table

Housing Type Income Level

5-year Goal

Year 1 2010/11

Year 2 2011/12

Year 3 2012/13

Year 4 2013/14

Year 5 2014/15

Renter 0-30% 16 0 14 24 9 31-50% 26 0 96 35 27 51-80% 48 0 0 32 35 Owner 0-30% 5 1 2 2 0 31-50% 7 1 3 3 1 51-80% 38 6 3 3 0 Special Needs 0-80% 12 5 12 7 2

The City has made progress toward meeting its five-year priority housing needs. Two multi-family housing projects, both partially funded with HOME funds, were completed during the year. The rehabilitation of one multi-family rental project, Inglewood Gardens, resulted in 3 HOME housing units, and construction of Casa de Esperanza created a total of 68 affordable units. Other multi-family rental projects are underway which will result in additional units. These projects include Sutter Street Apartments, Bradford Apartments, El Monte Apartments, Cal Weber 40, and the Zettie Miller’s Haven project. It is expected that several of these projects will be completed during FY 2014-15. Together they will result in over 200 rental units being constructed or rehabilitated. In addition to the Owner units indicated on the above table, since 2010 the City has used CalHome funds from the California Department of Housing and Community Development to undertake thirty-eight additional projects which included eight owner-occupied housing rehabilitation projects and thirty down-payment assistance loans.


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In addition to the above activities, San Joaquin Fair Housing conducts several training sessions each year with the City’s assistance on fair housing practices and types of discrimination. They also conduct several tests throughout Stockton for discrimination in leasing and lending to residents. In low-income neighborhoods where substandard housing is prevalent, the City targets its Code Enforcement program and provides loans to rehabilitate the homes and bring items up to code. During FY 2013-14 the City’s Code Enforcement Program inspected 1,615 homes in low-income areas to ensure that the structures meet code requirements. The City’s rehabilitation programs were well utilized by those with special needs. One home that was rehabilitated during this fiscal year was owned by a special needs (elderly or disabled) household. In addition, the Disability Resource Agency assisted one household with wheelchair ramps or other assistive and adaptive devises. The City also allocated funding to local food banks who offer programs and services targeted to people with special needs. 3. Continuum of Care San Joaquin County Community Development Department is the lead agency of a collaborative effort that has resulted in the receipt of grant funds under HUD’s Continuum of Care, which is a comprehensive approach to assist individuals and families move from homelessness to self-sufficiency. San Joaquin County has received funds under the Shelter Plus Care Program (S+C) and the Supportive Housing Program (SHP). S+C is designed to provide permanent supportive housing opportunities for homeless people with disabilities, primarily those who are seriously mentally ill, have chronic alcohol and drug problems, or have HIV/AIDS. The S+C Program is administered by Central Valley Low Income Housing Corporation. SHP specifically helps homeless people live as independently as possible by facilitating the development of housing and related supportive services for people moving from homelessness to independent living. Services typically include mental health services, substance abuse treatment, health care, educational assistance, parenting classes, and employment training. There are currently twelve SHP programs underway which are being operated by Central Valley Low Income Housing and New Directions. For eleven years, the City, San Joaquin County Community Development Department, the Housing Authority of the County of San Joaquin and Stockton Shelter for the Homeless have collaborated to provide support for the Cold Weather Emergency Shelter Program during the winter months. The City and County both allocated $25,000 in CDBG funds in FY 2013-14 for this project. The funds were used to address the urgent need for additional temporary shelter space to accommodate the overflow of homeless persons. Funds were utilized to rent units at the Housing Authority’s Farm Labor Camp in French Camp. Stockton Shelter operated the program and provided


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winter overflow shelter to 100 unduplicated individuals from December 2013 through March 2014, all of whom were extremely low-income. Stockton Shelter also provided parenting classes to those staying at the facility. 4. Other Actions a. Underserved Needs The City works in partnership with several non-profit and public service agencies to address the needs of the underserved populations in the City of Stockton. The City works and funds several agencies to provide food, assistance, shelter and/or services for the homeless, elderly, and working poor. The Disability Resource Agency provides adaptive aids and wheelchair ramps for persons with disabilities. Housing staff participates annually in the Disability Awareness Fair and Homeownership Expositions to promote these types of programs. b. Affordable Housing Projects The City works with developers to create and maintain affordable housing for low- and moderate-income households. The following are brief descriptions of the City’s larger multi-family housing projects currently underway or recently completed: El Monte Apartments (1225 El Monte Street). El Monte Apartments is an 11-unit apartment complex being rehabilitated by STAND using an approximately $1.8 million loan of HOME Investment Partnerships Program (HOME) and Neighborhood Stabilization Program (NSP) funds. It is expected to be completed in 2015. Coventry Apartments (4825 Kentfield Road). Coventry Apartments is a 45-unit apartment complex that was acquired and being rehabilitated with $3,554,240 of NSP funds. The property was acquired in August 2013. Rehabilitation began in spring, 2014 with completion expected by summer of 2015. Cal Weber 40 (528 E. Weber Avenue). The Cal Weber 40 is a 40-unit multi-family adaptive reuse project consisting of three adjacent parcels fronting both Weber Avenue and California Street in downtown Stockton. The City has allocated $3,398,940 in combined HOME funds, HELP Program Income, Impact Fee Waivers, and in Air Rights Lease value. The developer also applied for Low Income Housing Tax Credits in July 2014. Zettie Miller’s Haven (1545 Rosemarie Lane). Zettie Miller’s Haven is an 82-unit new construction project. The City has allocated $1.9 million for the project, which includes $1,613,543 in HOME funds for acquisition and predevelopment costs. The developer also applied for Low Income Housing Tax Credits in July 2014.


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Bradford Apartments (1020 Rosemarie Lane). The Bradford Apartments were purchased by Visionary Home Builders using a $1.7 million NSP loan. The City allocated an additional $995,260 of NSP funds and $804,740 of HOME CHDO funds for the rehabilitation of the complex. Upon completion, the project will provide affordable rental housing for 30 households with incomes below fifty percent of the Area Median Income (AMI). Visionary Home Builders received Low Income Housing Tax Credits in 2013 and the rehabilitation has begun. It is expected to be completed in summer of 2015. Sutter Street Apartments (1120 N. Sutter Street). The Sutter Street Apartments are a 20-unit apartment complex which were rehabilitated by Visionary Home Builders with a $1,654,100 loan from the City. The loan consists of $454,100 of NSP funding and $1,200,000 of HOME funds. The property was donated to Visionary Home Builders by the bank that took ownership of it when it went into foreclosure. The rehabilitation was completed in July, 2014 and the building now provides rental opportunities for households with incomes at or below fifty percent of the AMI. Rent-up of the property is currently underway. Casa de Esperanza (2404 Mariposa Road). Casa de Esperanza was a new construction project which is providing seventy (68) units of affordable housing. The approximately $40 million project, which began construction in early 2013 and was completed in June, 2014, is currently in the early stages of renting the units to qualified households. The City allocated $2,891,933 of HOME funds for the project and $3,084,000 was provided by the Redevelopment Agency. Other funding sources for the project include Low Income Housing Tax Credits, Affordable Housing Program funds, funding from the U.S. Department of Agriculture, and private financing. c. Eliminate barriers to affordable housing. In addition to the housing projects mentioned above, the City offers down-payment assistance programs to help low- and moderate-income households afford to purchase their home. In FY 2013-14 the City provided thirteen down payment assistance loans through the City’s Neighborhood Stabilization Program and five down-payment assistance loans were funded with CalHome funds. d. Overcome gaps in institutional structures and enhance coordination. The Economic Development Department is responsible for implementing the Consolidated Plan and overseeing activities in the Annual Action Plan. The Economic Development Department consists of several divisions that work together to administer the CDBG, HOME, and ESG programs, with the Housing Division taking the primary lead. In addition, staff collaborates with an extensive network of other governmental and non-profit agencies in implementing and developing plans and strategies to accomplish the goals and objectives of the City’s Consolidated and Annual Action plans.


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e. Improve public housing and resident initiatives. The City of Stockton works in conjunction with the Housing Authority of San Joaquin to provide public housing for Stockton residents. The Housing Authority maintains and operates 1,075 housing units for low-income tenants within San Joaquin County. The organization also administers the Section 8 Housing Choice Voucher Program. As mandated by the Quality Housing and Work Responsibility Act of 1998, the Housing Authority provides a variety of community service and self-sufficiency programs to its residents. These programs and opportunities are offered to all families receiving assistance. Resident initiative activities are directed toward improving the quality of life for residents by providing access to services designed to encourage self-sufficiency and promote economic independence. Families are assisted in moving off the welfare system whenever possible. The Housing Authority’s Resident Initiative programs encompass the Family Self-Sufficiency Program, Computer Education, Homeownership Opportunities and Youth Prevention and Education. These programs are designed to serve 250 families each year. f. Lead-based Paint The City of Stockton works with the San Joaquin County Environmental Health Department to identify and reduce lead based paint hazards. In FY 2013-14, prior to starting rehabilitations on residences, the City inspected each home for lead based paint prior to approving loans to ensure the scope of the rehabilitation activity would not need to change once work was underway. The City complies with all federal requirements related to prevention of lead-based paint poisoning as provided in the Residential Lead Based Paint Hazard Act of 1992, also known as Title X of the Housing and Community Development Act of 1992. g. Ensure compliance with program and comprehensive planning requirements. Housing staff reviews projects and activities for program compliance and seeks prospective projects that align with the City’s housing and program objectives. h. Reduce the number of persons living below the poverty level. The City has utilized its CDBG money to assist economic development activities throughout the downtown core and the City as a whole. By broadening the City’s economic base, more residents are able to obtain minimum wage and higher paying jobs. The City also partners with Worknet of San Joaquin and CalWORKS! programs to market available jobs and resources to residents. The City’s Small Business Micro Loan Program has been very successful. The program began in July, 2010 and since that time has assisted eighteen businesses. Four of these were completed in FY 2013-14. The program provides loans of up to $30,000 that can be used for operating capital (including permit and license fees), furniture,


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fixtures and equipment, rehabilitation, and manufacturing equipment. In turn, the businesses receiving these funds must create or retain at least one job. The four CDBG and loans funded during FY 2013-14 resulted in the creation or retention of fourteen positions. The City takes an active role in working with local organizations to encourage growth of existing and new businesses in Stockton. Redevelopment efforts to revitalize the Downtown area have resulted in numerous employment opportunities. Additionally, many of the affordable housing projects in the City have onsite day care centers. Local, dependable, and affordable child care is essential to allowing low- and extremely low-income households continue or return to work. The Head Start programs provide children with an early start to their education. Job training services and computers are available at some of the affordable housing developments providing resources for gaining employment and success in school. 5. Leveraging Resources The City of Stockton recognizes the value of collaborative partnerships within the community and strives to create, maintain, and utilize the resources available at all times. In regards to affordable housing, several other funding sources and programs have been identified and used to assist the City. Below is a brief summary of some of these partnerships: CalHome. The City of Stockton has been successful in securing five allocations from the State of California Department of Housing and Community Development’s (HCD) CalHome Program. This program provides funds for loans to first-time homebuyers for down payment assistance and loans to owner-occupants for rehabilitation. The City’s most recent allocation of $900,000 was awarded during FY 2008-09. Approximately $110,000 was used during FY 2013-14. Section 8. The Housing Authority of the County of San Joaquin operates subsidized housing to low- and very low-income persons, the Section 8 program, and the Section 8 Housing Choice Voucher Program. The Housing Authority also maintains and operates 1,075 housing units for low-income tenants in 10 sites within San Joaquin County. The Housing Authority continued its efforts to increase the number of units available in the community for program participants to use their vouchers, and continued outreach to current and potential property owners by conducting owner workshops. The objective is to inform, retain, and attract new owners to the Section 8 Housing Choice Voucher Program. 6. Citizen Comments Consistent with the City’s adopted Citizen Participation Plan, a 15-day public comment period was held for review of the draft Consolidated Annual Performance and Evaluation Report (CAPER). A notice was published in The Record on August 29, 2014


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and the comment period ended September 12, 2014. A draft CAPER was prepared and made available at the Economic Development Department and on the City’s website. The City’s Community Development Committee (CDC) also received a copy of the draft CAPER and was provided an opportunity to comment and to hold a public meeting to discuss the document and its findings. In addition to making the CAPER available for review, citizens were notified that additional IDIS reports were available for viewing. The Proof of Publication is included as Appendix D. No comments were received during the comment period. 7. Self Evaluation Among the most notable accomplishments for the current fiscal year are:

• Shelter and services were provided to 3,555 homeless persons • 539,626 meals for the homeless were provided and 204,971 low-income people

received food assistance • Two rental housing projects were completed resulting in an additional 71 units

available for low-income households • One homeowner rehabilitation project completed for a disabled individual • Eighteen down payment assistance loans were completed for qualified families

using NSP and CalHome funds • Counseling, mediation, and education regarding fair housing issues were

provided to 876 individuals The current state of the economy is evident in the number of homeless and public services that were needed and provided through the City’s subrecipients. Annual objectives for these categories far exceeded expectations. An evaluation of the City’s progress towards attaining the performance measurements stated in the Annual Action Plan is below. A more statistical representation can be seen in the Outcome Performance Measurements tables (Appendix C). Availability/Accessibility of Decent Housing (DH-1). The Emergency Repair Program provides assistance to low-income homeowners to correct code violations and urgent health and safety issues. No emergency repair projects were completed during the year with CDBG funds, short of the City’s goal. However, two homeowner repair loans funded with CalHome funding were completed. The Disability Resource Agency installed wheelchair ramps or other adaptive/assistive devices in one household, short of the goal of eight. San Joaquin Fair Housing assisted 876 people with mediation services. Several thousand more inquiries were answered via the telephone, email, and mailings. Affordability of Decent Housing (DH-2). As noted previously, the City had two affordable housing projects completed during the program year. One project, Inglewood Garden Apartments, provided 3 HOME-assisted housing units. Another project, Casa de Esperanza, also using HOME funds, provided 68 additional affordable housing units


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for a total of 71. One owner-occupied rehabilitation project was completed with CDBG funds in FY 2013-14, short of the anticipated goal of assisting four households. However, two additional rehabilitation projects were completed using CalHome funds. The City did not meet its goal of completing three down-payment assistance loans with HOME and CDBG funds, but did exceed this number when loans funded with CalHome and NSP are taken into consideration. Sustainability of Decent Housing (DH-3). No goals were established under this outcome. Availability/Accessibility of Suitable Living Environment (SL-1). Several of the subrecipients in this category completed their projects. One public facility project was completed which has resulted in more room for storage at a homeless shelter. In addition, a total of 3,555 homeless people were provided access to a suitable living environment, 539,626 meals and services were provided to the homeless, and nearly 205,000 people received food assistance. Affordability of Suitable Living Environment (SL-2). No goals were established under this outcome. Sustainability of Suitable Living Environment (SL-3). Code Enforcement exceeded its estimated 1,156 housing units and inspected a total of 1,615 units located in census tract block groups with at least 51% low/mod income residents. Availability/Accessibility of Economic Opportunity (EO-1). The City’s Small Business Micro Loan Program assisted four businesses which created and/or retained fourteen part- and full-time jobs during FY 2013-14, exceeding the City’s goal of providing 10 jobs. Affordability of Economic Opportunity (EO-2). No goals were established under this outcome. Sustainability of Economic Opportunity (EO-3). Five façade loans and one Downtown Financial Incentive Program grant were funded with CDBG funds during the fiscal year, thus meeting the City’s goal of six. Neighborhood Revitalization (NR-1). The City has two existing Neighborhood Strategy Revitalization Areas (NRSA) that have made progress towards meeting their goals. A more detailed discussion about the two NRSAs is included on pages 19-20. All of the City’s programs have made progress toward resolving neighborhood and community problems. The City was very visible in the community with staff attending disability and job fairs, workshops, and trade shows, continuously marketing the City’s resources for assisting low and moderate income households.


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The use of CDBG, HOME and ESG funds has made a difference in the quality of the community by building on existing community assets. These differences are noticeable in the streetscapes of downtown, where building façades have been improved, older businesses have received the resources for a second chance at success, and new businesses have sprouted. Positive change is also noticeable in our neighborhoods, where one neighbor receives housing rehabilitation or emergency repair funds and spreads the word about our programs to several other adjoining homes. Several other programs are serving the citizens of this community and addressing issues with the homeless population and the myriad of problems associated with not having a place to live. Neighborhood Stabilization Program (NSP) funds are also helping to make changes in Stockton. In addition to the four apartment complexes that were discussed in more detail on Pages 8-9, in the approximately five years that the NSP funds have been available, 106 foreclosed single-family homes have been purchased and rehabilitated using NSP funds. Of these, 98 have been resold to qualifying homebuyers who are now helping to stabilize those neighborhoods that have been most impacted by the foreclosure crisis. With the help of CDBG, ESG, and HOME funds, the City can ensure that the housing stock endures, expands, and includes opportunities for low-income residents; that the economic base continues to broaden and provide opportunities for higher paying jobs for unskilled workers; that the amount of blight plaguing the City shrinks and gives way to redevelopment; and that the homeless population is able to find shelter and supportive services to encourage self sufficiency and economic stability. 8. Monitoring The City uses several types of monitoring to ensure compliance with the various funding regulations, including formal site visit monitoring, phone calls and emails throughout the project, and reviewing performance reports and organization audits before and after funding. The City has a regular site visit monitoring schedule which includes all multi-family housing programs and subrecipients and organizations receiving funding through these programs. The City has taken a proactive approach to providing technical assistance so that public facility projects can be underway in shorter time. Some local nonprofit agencies seeking CDBG funding from the City lack the experience and capacity to plan the logistics of these projects. To assist these organizations, the City has committed to working with them from the beginning of their projects, so that the plans are fully developed and the organization can demonstrate that the additional sources of funds needed to complete the project have been secured. Typically this involves assistance in plan design; in determining realistic timeframes; and, in coordinating/facilitating meetings of all construction related city/county planning departments and outside agencies.


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IV. PROGRAM NARRATIVES CDBG PROGRAM 1. Assessment of Relationship of CDBG funds to Goals and Objectives The City has placed a high priority on owner housing, both in terms of maintaining owner-occupied homes and assisting new home buyers in acquiring decent affordable housing. The City’s Housing Loan Pools typically receive significant amounts of funding to carry out these priorities (Appendix E). A significant amount of CDBG funds are committed to code enforcement activities and to assist home owners with emergency repairs and home maintenance. The City has also placed high priority on producing and maintaining rental housing. One public facility project was completed in FY 2013-14. CDBG funding was used to construct a storage building at Stockton Shelter for the Homeless. During FY 2013-14 the City received $376,435 in CDBG program income, $67,109 of which was deposited into the revolving loan fund. The City expended a total of $4,329,417 in CDBG funds and had an unadjusted CDBG performance ratio of 1.02. CDBG Program Accomplishments and Funding

Program Number of Units Projected Completed CDBG

Expended Housing Rehabilitation 4* 1 $70,708 Emergency Repair 5 0 $0

Disability Resource 8 1 $922

Public Facilities 0 1 $29,900

Public Services 170,019 205,886 $248,581

Façade Improvements 6 5 $196,233

Micro-Business Jobs 10 14 $95,391 Note: Table includes total CPD formula grant funds for projects completed in FY 2013-14. It does not include expenditures for projects underway and may include funds expended in prior fiscal years. *Includes HOME funding in projection. . The following is a brief description of the progress made by several of the CDBG funded activities during the fiscal year: Second Harvest Food Bank. During FY 2013-14 Second Harvest Food Bank successfully administered its Food Assistance Program and delivered approximately one million pounds of food valued at nearly $2,000,000 to over 35,000 people each


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month. Approximately 78% of the people benefiting from this program have income levels less than 30% of median. All beneficiaries are at or below 80% of median income. Cold Weather Shelter. Operated by Stockton Shelter for the Homeless, the Cold Weather Shelter provided food and shelter to 100 unduplicated individuals from December 2013 through March 2014. This program is financed by San Joaquin County and the City of Stockton as well as through Stockton Shelter’s donations. It provides additional shelter space for families during the winter months when the homeless shelters cannot meet the demand. Emergency Food Bank of Stockton/San Joaquin. The Emergency Food Bank received CDBG funds for a Mobile Farmer’s Market program which resulted in over 17,000 individuals being provided access to fresh fruits and vegetables together with nutritional education. In addition, the Emergency Food Bank’s Farm to Family Program distributed thousands of pounds of fresh fruit and vegetables to several non-profit agencies throughout Stockton for distribution to low income families, reaching nearly 78,000 individuals. These programs have helped to increase access to fresh fruit and vegetables to many residents who may not otherwise be able to consume fresh produce. San Joaquin Fair Housing. San Joaquin Fair Housing assists thousands of residents gain access to fair housing information and services each year. During FY 2013-14, 876 Stockton residents received in-house mediation and other services. Several thousand more inquiries were answered via the telephone, email, and mailings. Code Enforcement. The City of Stockton continues to place high priority on proactive code enforcement efforts in severely blighted and deteriorated areas of the City. The City’s program focuses on providing residents and business owners with assistance in identifying health and safety hazards in designated “Safe Stockton” and “CDBG Target” Neighborhoods. The City, as part of its 2013-14 Action Plan, allocated $389,982 in CDBG funds for the salary costs of personnel that proactively identify violations of the Stockton Municipal Code, Uniform Housing Code, Uniform Code for the Abatement of Dangerous Buildings, and related code enforcement activities which will eliminate health and safety hazards. During FY 2013-14, 1,615 code enforcement cases were located in census tract block groups with at least 51% low/mod income residents. Disability Resource Agency for Independent Living (DRAIL). DRAIL provides wheel chair ramps and other assistive and adaptive devices to low-income consumers. During FY 2013-14 DRAIL assisted one household. Economic Development Activities. The City of Stockton’s Commercial Façade Forgivable Loan Program is available to business owners within the City’s Enterprise Zone, which encompasses much of the downtown and commercial core of the City. Five CDBG funded façade projects were completed during FY 2013-14, along with one


Page 17

Downtown Financial Incentive Program grant. The Micro-business Loan program assisted four businesses resulting in the creation of fourteen part- and full-time jobs. 2. Changes in Program Objectives The City is still adjusting to the loss of its redevelopment agency. It is working towards identifying strategic opportunities and proposing ways to help the private sector make investments through an increased number of public-private partnerships that translate into good-paying jobs. The City’s Façade Improvement and Micro-Business Loan programs provide funding for these types of partnerships. In addition, the City has to creatively look towards a new generation of economic development tools that will help the City to continue some of the best work that the former redevelopment agency achieved. 3. Assessment of Efforts in Carrying Out Planned Actions The City leverages funds from various sources to carry out planned activities and strongly encourages developers to secure funding from other sources for larger projects, thereby reducing the non-profits’ dependency on the City. Several of the City’s housing programs used a combination of funding sources to complete its projects. Information about leveraging funds is included on Page 11. During FY 2013-14 the City of Stockton signed Certifications of Consistency for eleven supportive housing projects proposed through the San Joaquin County Continuum of Care. As required by HUD, the City of Stockton (grantee) did not hinder the implementation of the City of Stockton’s 2013-14 One-Year Action and 2010-2015 Consolidated Plans by action or willful inaction. 4. Use of CDBG Funds for National Objectives Funds were expended as required on activities benefiting low/mod persons and addressing slum/blight areas. Funds were also used for Section 108 debt repayments and administrative expenses as allowed by HUD. The City of Stockton expended nearly 100% of its CDBG funding on activities that benefited low/mod persons. Section 108 Loan Guarantee. In 2003 the City was successful in its application for $12,500,000 in Section 108 and $2,000,000 in BEDI funds. A second amendment to the application is currently being reviewed by HUD. City staff has been working closely with them to process the request for nearly two years. The projects completed using these funds include construction of the Downtown Marina and Joan Darrah Promenade, which included brownfields cleanup, design, and installation of public infrastructure and improvements. The Marina project was a key component of the comprehensive Waterfront Redevelopment Plan and Waterfront Revival Committee actions that


Page 18

included the Stockton Events Center, a waterfront hotel and several future mixed use development projects. The Section 108 and BEDI funds were leveraged with over $326 million in other State and local grants and loans. 6. Low/Mod Job Activities To date, 65 low/mod jobs have been created from Section 108 funded activities. In addition, the City’s Small Business Micro Loan Program assisted four businesses which created and/or retained fourteen part- and full-time jobs during FY 2013-14. 7. Program income received Program income (PI), revolving loan program income (RLPI), and recapture amounts repaid according to activity and type of program are detailed below. The City did not receive income from recaptured funds, float-funded activities, or from the sale of properties. HOME PI HOME

Recapture CDBG PI CDBG RLPI TOTAL

Housing Rehab and Down Payment Asst. $208,053 $0.00 $57,443 $67,109 $332,605

Multi-Family $43,356 $0.00 $171,401 $0 $214,757

Economic Development N/A $0.00 $73,643 $0.00 $73,643

Other Repayments $0.00 $0.00 $6,838* $0.00 $6,838

TOTAL $251,409 $0.00 $309,325 $67,109 $627,843 *CDBG-R Repayments 8. Neighborhood Revitalization Strategy Areas During the past year, due to completion of many on-going projects and the lack of funding for new projects, the City did not fund any new activities within its two HUD-approved Neighborhood Revitalization Strategy Areas. However, the City continues to encourage private development. If any public activities are funded in the future, the City will report those through CAPER.

CSUS-S/Midtown Neighborhood Strategy Area. The Midtown Neighborhood Area was approved by HUD as a Neighborhood Economic Development Strategy Area in 2001. Utilizing Redevelopment funds, past accomplishments include: eleven miles of streets repaired along with installation of traffic calming features along California Street; improvements to Eden Park including the installation

of new barbeque pits and new play equipment; and the installation of 114 new street lights. Ongoing development of the University Park project, incorporating office space,


Page 19

retail, apartments, and the CSU-Stanislaus/Stockton campus will continue to be pursued by a private developer. Gleason Park Neighborhood Strategy Area. The Gleason Neighborhood Area was approved by HUD as a Neighborhood Economic Development Strategy area in 1999. The benchmarks that were established in the Neighborhood Strategy have been completed and no additional projects are planned for this area. As noted in the 2013-2014 Action Plan, accomplishments include: a new 93-unit multi-family complex with housing for very-low and low-income households; 18 new single-family homes for rent to very-low and low-income families; the revitalization of Gleason Park; the new A.G. Spanos Elementary School; and infrastructure improvements. IV. HOME Investment Partnerships Program (HOME) 1. Assessment of Relationship of HOME funds to Goals and Objectives In recent years, downturns in the housing market negatively affected the City’s HOME funded Programs, especially the Homeowner Rehabilitation Program, due to lack of homeowner equity. The good news is that the area’s home price gains experienced a one-year increase of approximately 30 percent, creating equity for many homeowners. The Homeowner Rehabilitation Program experienced an increase in eligible applicants in FY 2013-14. The City is optimistic that the program will continue to pick up qualified applicants as the housing market experiences an upward trend. The Down-payment Assistance Program and Emergency Repair Program were well utilized during the year, but other funding sources were used for many of the loans completed through these programs. The Down-payment Assistance Program loans were funded with Neighborhood Stabilization Program (NSP) and CalHome funds, and two Emergency Repair Program loans were funded with CalHome funds. The City puts great emphasis on its affordable housing projects. Two HOME funded multi-family projects completed during the year resulting in 71 affordable units. There are currently seven larger multi-family HOME funded projects underway or expected to start soon. Once completed, these projects will add approximately 200 affordable units. Detailed information of these projects is included on Page 8-9. The City of Stockton expended $2,035,772 of HOME funds, and received $251,409 of HOME program income during the fiscal year.


Page 20

HOME Program Accomplishments and Funding

Program Number of Units Projected Completed HOME expended

Multi Family Loan Pool 180 154 $1,909,936

Housing Rehabilitation 4** 0*** $26,110 Down Payment Assistance 3** 0*** 0

*Table does not include expenditures for projects underway and may include funds expended in prior fiscal years. ** Includes CDBG funding in projection. ***Funded by NSP and CalHome; two HOME rehab projects underway 2. HOME Match Report Entitlement Jurisdictions are required to demonstrate that 25 percent of all HOME funds expended during the fiscal year were matched by other non-Federal sources of funds. The City of Stockton received an exception to this requirement as HUD considers the area distressed and has granted a one hundred percent match reduction for FY 2013-14. 3. HOME MBE and WBE Report Developers for HOME-funded rehabilitation and new construction projects are required under the City of Stockton’s Minority and Women-Owned Business (MBE/WBE) Participation Plan to undertake good faith efforts in the utilization of MBE/WBE contractors and subcontractors. The City ensures compliance by having formally structured pre-bid conferences and subsequent requirements to either employ 15 percent MBE and 5 percent WBE contractors, or in the absence of available MBE/WBE contractors, demonstrate good-faith efforts. A breakdown of MBE/WBE contracts is noted on form HUD-40107 included in Appendix F. 4. Anti-displacement and Relocation No HOME-funded projects required relocation during the fiscal year. 5. Assessments HUD requires that all HOME assisted affordable rental housing receive regularly-scheduled on-site property inspections for compliance. As of June 30, 2013, the city of Stockton had 25 complexes that have been rehabilitated or constructed with HOME funds and which therefore must be inspected. Of the 15 complexes inspected in the fall and winter of 2013, all were found in compliance. For FY 2014-15, 21 complexes are scheduled for on-site inspections. In compliance with our Affirmative Marketing Policy, the City regularly informs the public of pending HOME-funded projects through regular meetings of the local Community


Page 21

Development Committee, Housing Authority and other local government agencies, various informational displays located at events throughout the community, and public service announcements on local cable channels. The City also requires owners of HOME-assisted rental projects to advertise for tenants according to policies set forth in the City’s Affirmative Marketing Plan. The City has also utilized the services of several local non-profit agencies to solicit low-income buyers for homes in several target areas of Stockton.


Page 22

V. Emergency Solutions Grants Program 1. Assessment of Relationship of ESG funds to goals and objectives The City of Stockton’s Consolidated Plan identified Continuation of Assistance for Shelter Programs and Acquisition/Rehabilitation or Construction of Shelter Facilities as high priority objectives for the City. The FY 2013-14 ESG allocation included $226,383 for the following shelter/service providers: Gospel Center Rescue Mission, Haven of Peace, and Stockton Shelter for the Homeless. An additional allocation of $120,000 for Homelessness Prevention and Rehousing was allocated to Central Valley Low Income Housing Corporation. Due to the unexpected reduction in our ESG entitlement, CDBG funds were used to backfill three additional shelter/service providers: St. Mary’s Interfaith Dining Room, Women’s Center /Family & Youth Shelter, and Tender Hands Safe Haven. The total amount of ESG funds expended in FY 2013-14 was $266,620, including administration costs. The City reimbursed the subrecipients for operations and maintenance costs. The subrecipients provided shelter and services, which included meal distribution, counseling, education, and medical and dental services. Funds were also used to provide rent assistance to prevent homelessness and to re-house those who had already become homeless. ESG Program Accomplishments

Program Number of People

Projected Actual Reported

ESG Shelter:

Women’s Center/Family & Youth** 730 391

Gospel Center Rescue Mission 532 196

Haven of Peace 300 602

Stockton Shelter 1,944 2,063

St. Mary’s Dining Room** 482,061* 539,626*

Homeless Prevention/Re-Housing:

Central Valley Low Income Housing 175 203 *Number of meals provided **Funded with CDBG


Page 23

2. Matching Resources ESG funds require a 100 percent match from other sources of funding. The City’s ESG expenditure of $266,620 was matched with a combined total of $509,547 in private donations, foundation grants, United Way grants, and local funding amassed by the sub-recipients of these funds. 3. Activity and Beneficiary Data For complete details of the Emergency Shelter Grant activity and beneficiaries, please see Appendix I, the IDIS ESG Statistics Report PR91. 4. Chronic Homelessness In the past, an effort was undertaken to prepare a Ten Year Plan to End Homeless. The draft plan was based on input from the Interagency Council to End Homelessness (ICEH), a task force which includes representatives from numerous City and County departments and agencies, homeless shelters and service providers, and the faith based community. A major emphasis of the draft Plan was the need to provide better information regarding the housing and supportive services that are currently available, improve the coordination of services to avoid duplication and overlap of services, and establish a central point of intake for homeless services. The new Emergency Solutions Grant (ESG) program requirements which went into effect during FY 2011-12 include many of the items that were addressed in the draft Ten-Year Plan. The Plan was put on hold to allow staff to focus on the new ESG requirements. 5. Homeless Discharge Coordination Three of the non-profit agencies receiving ESG funds from the City of Stockton provide homeless prevention, transitional housing, and outreach services. If individuals are being released from public institutions and have no place to go, Stockton Shelter, or one of the other shelters, is notified. They are either provided shelter or may be referred to a transitional housing program. In addition, one of the items being discussed by the ICEH is the need to improve the discharge policies of several of the local institutions, and the group is in the process of developing actions for achieving the needed improvements.


Appendices Appendix A Maps: Completed Projects by Low Income Persons & Minority

Populations Appendix B CDBG Financial Summary – PR026 Appendix C Outcome Performance Tables Appendix D Proof of Publication Appendix E Action Plan Fund Allocations Appendix F Forms HUD-40107-A and Form HUD-40107 Appendix G Summary Reports – PR03 Appendix H Summary Reports – PR06, and PR23 Appendix I ESG Reports – PR91 Appendix J Performance Measurement Reports – PR83, PR84, and PR85


Appendix A – Maps: Completed Projects by Low Income

Persons & Minority Populations

39.00

38.03

41.02

36.01

35.00

37.00

51.11

51.19

40.01

36.02

51.18

32.15

8.00

51.12

47.02

41.03

40.02

28.00

31.14

32.08

15.00

22.00

38.01

9.0027.01

10.00

24.00

21.00

34.0831.09

19.00

25.02

27.02

34.03

1.00

7.00

13.00

31.11

12.00

38.02

31.13

11.01

14.00

33.0531.06

23.00

20.00

32.03

25.01

18.00

3.00

4.02

51.27

31.12

11.02

32.11

17.00

32.05

33.0731.08

33.11

16.00

34.04

4.01

31.10

32.0932.10

33.0634.0533.10

32.14

33.09

32.13

34.06

34.07

5.00

6.00

33.08

#202598.A09/11/14

TO MANTECA

BESS

EMER

AVINDUSTRIAL PARK DR

ST RTE 120 ST RTE 120

51.14

704 E INDUSTRIAL PARK DRMANTECA, CA

CONCENTRATIONS OFMINORITY POPULATION WITH

COMPLETED CDBG & HOME PROJECTS FOR FISCAL YEAR 2013-14

SOURCE: 2000 U.S. Census, race by census tract0 0.5 10.25 Mile

Legend

Completed ProjectStockton City Limit

20-40% Minority Population40-60% Minority Population60-80% Minority Population80-100% Minority Population

0-20% Minority Population

39.00

38.03

36.01

41.02

35.00

37.00

51.11

51.19

36.02

51.18

40.01

32.15

8.00

51.12

40.02

47.02

28.00

41.03

31.14

32.08

15.00

22.00

38.01

9.0027.01

10.00

24.00

21.00

34.0831.09

19.00

25.02

27.02

34.03

1.00

7.00

13.00

31.11

12.00

38.02

31.1311.01

14.00

33.0531.06

23.00

20.00

32.03

25.01

18.00

3.00

4.02

51.27

31.12

11.02

32.11

17.00

32.05

33.0731.08

33.11

16.00

34.04

4.01

31.10

32.0932.10

33.0634.0533.10

32.14

33.09

32.13

34.06

34.07

5.00

6.00

33.08

#202598.B09/11/14

TO MANTECA

SPRR

BESS

EMER

AVINDUSTRIAL PARK DR

ST RTE 120

ATHERTON DR

CARNEGIE ST

MOFFAT BL

VANDER BILT CI

ST RTE 120

51.14

51.10704 E INDUSTRIAL PARK DRMANTECA, CA

CONCENTRATIONS OFLOW INCOME PERSONS WITH

COMPLETED CDBG & HOME PROJECTS FOR FISCAL YEAR 2013-14

Legend:Median Income Stockton City Limit

Completed Project

SOURCE: 2000 U.S. Census, median household income

0 0.5 10.25 Mile

$11,190 - $27,321$27,322 - $36,532$36,533 - $48,113$48,114 - $65,394$65,395 - $85,000


Appendix B – CDBG Financial Summary – PR026

Footnotes

1. Adjustment for program income receipted in IDIS after June 30 of the fiscal year. Total for FY 2013-14 is $376,434.82.2. Adjustment made for expenditures drawn after June 30 of the fiscal year.3. Adjustment made for low/mod national objective expenditures drawn after June 30 of the fiscal year.4. Adjustment for committed unspent funds for public service activities. 5. Adjustment for program income receipted in IDIS after June 30 of the prior fiscal year. PR01 reflects total corrected PI & RL of $316,838.64 for PY 2012-13.

46 PERCENT FUNDS OBLIGATED FOR PA ACTIVITIES (LINE 41/LINE 45) 14.61%

43 CURRENT YEAR PROGRAM INCOME 373,579.74

44 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PA CAP 2,855.08

45 TOTAL SUBJECT TO PA CAP (SUM, LINES 42-44) 3,651,022.82

40 ADJUSTMENT TO COMPUTE TOTAL PA OBLIGATIONS (45,764.25)

41 TOTAL PA OBLIGATIONS (LINE 37 + LINE 38 - LINE 39 +LINE 40) 533,345.84

42 ENTITLEMENT GRANT 3,274,588.00

37 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION 579,110.09

38 PA UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 0.00

39 PA UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 0.00

35 TOTAL SUBJECT TO PS CAP (SUM, LINES 32-34) 3,591,426.64

36 PERCENT FUNDS OBLIGATED FOR PS ACTIVITIES (LINE 31/LINE 35) 13.37%

PART V: PLANNING AND ADMINISTRATION (PA) CAP


33 PRIOR YEAR PROGRAM INCOME 318,563.07

34 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PS CAP (1,724.43)

29 PS UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 0.00

30 ADJUSTMENT TO COMPUTE TOTAL PS OBLIGATIONS 109,004.34

31 TOTAL PS OBLIGATIONS (LINE 27 + LINE 28 - LINE 29 + LINE 30) 480,009.36

PART IV: PUBLIC SERVICE (PS) CAP CALCULATIONS

27 DISBURSED IN IDIS FOR PUBLIC SERVICES 371,005.02

28 PS UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 0.00

24 CUMULATIVE NET EXPENDITURES SUBJECT TO LOW/MOD BENEFIT CALCULATION 1,579,500.53

25 CUMULATIVE EXPENDITURES BENEFITING LOW/MOD PERSONS 1,353,122.94

26 PERCENT BENEFIT TO LOW/MOD PERSONS (LINE 25/LINE 24) 85.67%

22 PERCENT LOW/MOD CREDIT (LINE 21/LINE 11) 85.67%

LOW/MOD BENEFIT FOR MULTI-YEAR CERTIFICATIONS

23 PROGRAM YEARS(PY) COVERED IN CERTIFICATION PY: 2013 PY: 2014 PY:

19 DISBURSED FOR OTHER LOW/MOD ACTIVITIES 1,566,806.09

20 ADJUSTMENT TO COMPUTE TOTAL LOW/MOD CREDIT (213,683.15)

21 TOTAL LOW/MOD CREDIT (SUM, LINES 17-20) 1,353,122.94

PART III: LOWMOD BENEFIT THIS REPORTING PERIOD

17 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS 0.00

18 EXPENDED FOR LOW/MOD MULTI-UNIT HOUSING 0.00

14 ADJUSTMENT TO COMPUTE TOTAL EXPENDITURES (45,764.25)

15 TOTAL EXPENDITURES (SUM, LINES 11-14) 4,295,837.37

16 UNEXPENDED BALANCE (LINE 08 - LINE 15) 2,968,994.52

11 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 09 + LINE 10) 1,579,500.53

12 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION 579,110.09

13 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS 2,182,991.00

PART II: SUMMARY OF CDBG EXPENDITURES

09 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 1,806,145.68

10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT SUBJECT TO LOW/MOD BENEFIT (226,645.15)

06 RETURNS 0.00

07 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE 2,855.08

08 TOTAL AVAILABLE (SUM, LINES 01-07) 7,264,831.89

04 SECTION 108 GUARANTEED LOAN FUNDS 0.00

05 CURRENT YEAR PROGRAM INCOME 373,579.74

05a CURRENT YEAR SECTION 108 PROGRAM INCOME (FOR SI TYPE) 0.00

01 UNEXPENDED CDBG FUNDS AT END OF PREVIOUS PROGRAM YEAR 3,613,809.07


03 SURPLUS URBAN RENEWAL 0.00

PR26 - CDBG Financial Summary Report

Program Year 2013

STOCKTON , CA

Grantee STOCKTON , CA

PART I: SUMMARY OF CDBG RESOURCES

Office of Community Planning and Development DATE: 41906

U.S. Department of Housing and Urban Development TIME: 0.603472222

Integrated Disbursement and Information System PAGE: 1

Plan Year IDIS ActivityVoucher Number

Activity NameMatrix Code

2010 1357 5623909 LSP384 411 S Harrison St Stockton Shelter 03C

2010 1357 5632158 LSP384 411 S Harrison St Stockton Shelter 03C

2011 1280 5597366 CDBG Housing Program Operation 14H

2011 1280 5673395 CDBG Housing Program Operation 14H

2011 1298 5591555 Delta College Small Business Dev Ctr 5

2011 1358 5591555 LSP389 Dignity's Alcove 03C




2012 1318 5591555 Code Enforcement 15


2012 1319 5591555 CDBG Housing Program Operations 14H


2012 1341 5684231 HR1119 716 North D Street 14A

2012 1327 5591555 San Joaquin Fair Housing 05J



2012 1334 5591555 Cold Weather Shelter 03T

2012 1329 5591555 Emergency Food Bank - Mobile Farmers Market 05W

2012 1328 5632158 Disability Resource Agency for Independent Living 14A

2012 1332 5620226 Community Center for the Blind 5


2012 1330 5591555 Emergency Food Bank - Farm to Family 05W

2012 1333 5672707 Delta College Small Business Development Center 5

2012 1355 5620226 MLP014 Moe Auto 18C

2012 1356 5620226 MLP015 Mile Wine Co LLC 18C

2012 1363 5623909 MLP016 Salon Milan 18C

2012 1363 5632158 MLP016 Salon Milan 18C

2012 1363 5684231 MLP016 Salon Milan 18C


















2013 1387 5718780 HR1121 4223 Round Valley Ci 14A








2013 1382 5672707 ER1145 105 Whitburn Ct 14A

5 LMC $12,399.85

6 LMH $550.00

5 LMC $13,989.39

5 LMC $10,770.50

5 LMC $26,794.67

5 LMC $10,906.23

5 LMC $4,725.00

5 LMC $27,914.79

3 LMH $44,384.82

3 LMH $598.00

3 LMH $15,631.61

3 LMH $13,296.60

3 LMH $239.04

3 LMH $11,280.49

3 LMH $98,135.43

3 LMH $13,594.66

2 LMA $38,002.74

3 LMH $28,256.34

2 LMA $37,453.53

2 LMA $39,585.46

2 LMA $20,564.46

2 LMA $30,487.06

2 LMA $58,491.08

2 LMA $18,440.06

2 LMA $59,567.23

2 LMA $18,825.65

16 LMCMC $9,111.32

16 LMCMC $3,355.62

16 LMCMC $30,000.00

16 LMCMC $17,533.06

14 LMC $25,000.00

16 LMCMC $25,415.97

12 LMC $467.37

13 LMC $15,000.00

11 LMH $922.00

12 LMC $4,532.63

8 LMC $12,630.67

10 LMC $8,000.00

7 LMC $37,448.70

7 LMC $6,944.04

4 LMH $70,708.25

7 LMC $15,621.08

3 LMH $31,356.18

3 LMH $20,415.58

2 LMA $47,079.34

2 LMA $1,000.00

27 LMC $119,363.15

27 LMC $71,920.78

27 LMC $44,993.15

27 LMC $67,971.89

3 LMH $1,687.95

14 LMC $9,005.11

14 LMC $5,980.00

3 LMH $6,893.72

LINE 19 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 19

IDIS ProjectNational Objective Drawn Amount

14 LMC $23,920.00

LINE 17 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 17

Report returned no data.

LINE 18 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 18

Report returned no data.

2013 1382 5690908 ER1145 105 Whitburn Ct 14A

2013 1382 5718780 ER1145 105 Whitburn Ct 14A


2013 1369 5623909 Second Harvest Food Bank 05W






2013 1374 5632158 SJC Human Services Agency 5


2013 1380 5650721 MLP017 Nu-Glass Systems 18C

2013 1388 5704790 MLP018 Custom K-9's Mobile Grooming 18C

2013 1388 5718780 MLP018 Custom K-9's Mobile Grooming 18C

2013 1376 5672707 St Mary's Interfaith 5


2013 1377 5660921 Women's Center - Youth & Family Services 05G


Total



2011 1298 5591555 Delta College Small Business Dev Ctr 5





2012 1329 5591555 Emergency Food Bank - Mobile Farmers Market 05W



2012 1330 5591555 Emergency Food Bank - Farm to Family 05W

2012 1333 5672707 Delta College Small Business Development Center 5





















Total $371,005.02

22 LMC $13,949.6322 LMC $13,054.37

21 LMC $24,426.8021 LMC $17,888.20

15 LMC $5,000.0015 LMC $5,000.00

13 LMC $798.9313 LMC $3,603.89

9 LMC $10,507.569 LMC $6,992.44

9 LMC $8,750.009 LMC $8,750.00

5 LMC $12,399.857 LMC $10,133.17

5 LMC $13,989.395 LMC $10,770.50

5 LMC $26,794.675 LMC $10,906.23

5 LMC $4,725.005 LMC $27,914.79

13 LMC $15,000.0014 LMC $25,000.00

12 LMC $4,532.6312 LMC $467.37

8 LMC $12,630.6710 LMC $8,000.00

7 LMC $37,448.707 LMC $6,944.04

14 LMC $9,005.117 LMC $15,621.08

$1,566,806.09



22 LMC $13,949.63

22 LMC $13,054.37

21 LMC $24,426.80

21 LMC $17,888.20

19 LMJ $1,204.97

19 LMJ $16,423.06

15 LMC $5,000.00

19 LMCMC $9,975.00

13 LMC $3,603.89

15 LMC $5,000.00

9 LMC $6,992.44

13 LMC $798.93

9 LMC $8,750.00

9 LMC $10,507.56

7 LMC $10,133.17

9 LMC $8,750.00

6 LMH $9,586.86

6 LMH $11,598.96



2012 1317 5591555 CDBG Administration 21A












Total $579,110.09

1 $66,577.191 $16,492.21

1 $63,338.581 $70,349.78

1 $63,041.751 $44,738.03

1 $43,148.131 $29,463.27

1 $130,736.391 $5,460.51

1 $35,288.391 $10,475.86




Appendix C – Outcome Performance Tables


Transition Table 1C Summary of Specific Housing/Community Development Objectives

(Table 1A/1B Continuation Sheet)

Specific Objectives Sources of Funds

Performance Indicators

Expected Number

Actual Number

Outcome/ Objective*

Homeless Objectives

Gospel Center Rescue Mission ESG People 532 196 SL-1

Haven of Peace ESG People 300 602 SL-1

Stockton Shelter for the Homeless ESG/CDBG People 1,944 2,063 SL-1

Women’s Center – Family & Youth Services** CDBG People 730 391 SL-1

St. Mary’s Interfaith Dining Room CDBG People 482,061 539,626 SL-1

New Directions CDBG People 147 0 SL-1

Tender Hands Safe Haven CDBG People 80 0 SL-1

Cold Weather Shelter CDBG People 185 100 SL-1

CVLIHC ESG People 175 203 DH-2

Special Needs Objectives

Disability Resource Agency CDBG Housing Units 8 1 DH-1

Other Objectives

Code Enforcement CDBG Housing Units 1,156 1,615 SL-3

*Outcome/Objective Codes Availability/Accessibility Affordability Sustainability

Decent Housing DH-1 DH-2 DH-3 Suitable Living Environment SL-1 SL-2 SL-3 Economic Opportunity EO-1 EO-2 EO-3

**The Women’s Center and Family and Youth Services merged into one organization in 2012


Transition Table 2C Summary of Specific Housing/Community Development Objectives

(Table 2A/2B Continuation Sheet)

Specific Objectives Sources of Funds


Expected Number

Actual Number

Outcome/ Objective*

Rental Housing Multi – Family Housing Loan Pool CDBG & HOME Housing Units 180 71 DH-2

CHDO Set-Aside Loan Pool HOME Housing Units 4 0 DH-2 Owner Housing Housing Rehabilitation Program CDBG & HOME Housing Units 4 1* DH-2

Emergency Repair Program CDBG Housing Units 5 0* DH-1

Down Payment Assistance Program CDBG, HOME Housing Units 3 0* DH-2

Public Facilities

Stockton Shelter for the Homeless CDBG Public Facility 0 1 SL-1

Public Services

San Joaquin Fair Housing CDBG People 700 876** DH-1

Emergency Food Bank Farm to Family CDBG People 105,000 77,699 SL-1

Second Harvest Food Bank CDBG People 60,000 109,834 SL-1

Community Center for the Blind CDBG People 30 37 SL-1 Meals on Wheels CDBG People 247 263 SL-1 Emergency Food Bank Mobile Farmer’s Market CDBG People 2,900 17,175 SL-1

Economic Development

Façade Loan CDBG Businesses 6 6 EO-3

Micro-Business Loan Pool CDBG Jobs 10 14 EO-1

Emergency Repair Grant Program CDBG Businesses 2 0 EO-3 Outcome/Objective Codes

Availability/Accessibility Affordability Sustainability Decent Housing DH-1 DH-2 DH-3 Suitable Living Environment SL-1 SL-2 SL-3 Economic Opportunity EO-1 EO-2 EO-3

* Additional projects completed using other funding sources including CalHome and NSP ** San Joaquin Fair Housing assisted 876 people with mediation services. Several thousand more inquiries were answered via the telephone, email, and mailings.


Table 3A -- Summary of Specific Annual Objectives

Specific Annual Objectives Sources of Funds


Expected Number

Actual Number

Outcome/ Objective*

Rental Housing CDBG/ HOME Housing Units 184 71 DH-2

Owner Housing CDBG/ HOME Housing Units 12 1* DH-1, DH-2, DH-3

Homeless ESG People 3,771 3,352 SL-1

Special Needs CDBG Housing Units 8 2 DH-1

Public Facilities CDBG Public Facility 0 1 SL-1

Public Services CDBG People 651,260 745,713 SL-1

Economic Development CDBG Businesses 8 6 EO-3

Economic Development CDBG Jobs 10 14 EO-1

Code Enforcement CDBG Housing Units 1,156 1,615 SL-3

Outcome/Objective Codes Availability/Accessibility Affordability Sustainability

Decent Housing DH-1 DH-2 DH-3 Suitable Living Environment SL-1 SL-2 SL-3 Economic Opportunity EO-1 EO-2 EO-3

* Additional projects completed using other funding sources including CalHome and NSP


Table 3B

ANNUAL AFFORDABLE HOUSING COMPLETION GOALS

Grantee Name: City of Stockton Program Year: 2013-14

Expected Annual Number of Units To Be Completed

Actual Annual Number of Units Completed

Resources used during the period

CDBG HOME ESG HOPWA

BENEFICIARY GOALS (Sec. 215 Only) Homeless households 175 203

Non-homeless households 180 154

Special needs households 8 2

Total Sec. 215 Beneficiaries* 188 156

RENTAL GOALS (Sec. 215 Only) Acquisition of existing units 0 0

Production of new units 90 68

Rehabilitation of existing units 90 3

Rental Assistance 0 0

Total Sec. 215 Affordable Rental 180 71

HOME OWNER GOALS (Sec. 215 Only) Acquisition of existing units 0 0



Homebuyer Assistance 3 0

Total Sec. 215 Affordable Owner 12 1

COMBINED RENTAL AND OWNER GOALS (Sec. 215 Only)

Acquisition of existing units 0 0



Rental Assistance

Homebuyer Assistance 20 3

Combined Total Sec. 215 Goals* 379 277

OVERALL HOUSING GOALS (Sec. 215 + Other Affordable Housing)

Annual Rental Housing Goal 184 154

Annual Owner Housing Goal 20 2

Total Overall Housing Goal 204 156


Appendix D – Proof Pub


Appendix E – Allocations


COMMUNITY DEVELOPMENT BLOCK GRANT 2012-13

ALLOCATION 2013-14

ALLOCATION DIFFERENCE

SOURCES OF FUNDS: New Entitlement $3,103,142 $3,274,588 $171,446 Program Income $65,000 $150,000 $85,000 Revolving Loan Program Income $85,000 $15,000 ($70,000) Reprogrammed Funds $2,631,000 $2,236,515 ($394,485) Total Sources $5,884,142 $5,676,103 ($208,039) USES OF FUNDS: Program Delivery Costs Administration* $633,628 $584,918 ($48,710) Program Delivery * $410,000 $464,600 $54,600 Code Enforcement $458,802 $389,982 ($68,820) Housing and Neighborhood Revitalization Miner Avenue Streetscape $0 $100,000 $100,000 Housing Loan Pool $1,192,890 $1,024,215 ($168,675) Sub-Recipient Assistance San Joaquin Fair Housing $158,152 $160,000 $1,848 Disability Resource Agency for Independent Living $10,000 $10,000 $0 Emergency Food Bank – Mobile Farmer’s Marker $8,000 $11,500 $3,500 Emergency Food Bank – Farm to Family Produce $15,000 $18,500 $3,500 Second Harvest Food Bank $35,000 $35,000 $0 Community Center for the Blind $5,000 $10,000 $5,000 Stockton Shelter for the Homeless $0 $30,000 $30,000 SJC Human Services Agency $0 $10,000 $10,000 New Directions $0 $55,000 $55,000 Cold Weather Shelter $25,000 $25,000 $0 ESG Backfill – St. Mary’s $0 $42,315 $42,315 ESG Backfill – Women’s Center $0 $27,004 $27,004 ESG Backfill – Tender Hands $0 5,078 $5,078 Other Subrecipients $25,000 $0 ($25,000) Subrecipient Assistance Total $281,152 $439,397 $158,245 Economic Development Program Façade Improvement Program $300,000 $350,000 $50,000 Micro-Business Loan Pool $350,000 $125,000 ($225,000) Emergency Grant Program $50,000 $15,000 ($35,000) Debt Service - Section 108 Loan $2,207,670 $2,182,991 ($24,679) Total Uses $5,884,142 $5,676,103 ($208,039)


HOME INVESTMENT PARTNERSHIP 2012-13 ALLOCATION

2013-14 ALLOCATION DIFFERENCE

SOURCES OF FUNDS New Entitlement $1,144,923 $1,115,991 ($28,932) Program Income $60,000 $120,000 $60,000 Reprogrammed Funds $2,324,053 $1,146,633 ($1,177,420) Total Sources $3,528,976 $2,392,624 ($1,136,352) USES OF FUNDS HOME Administration $120,492 $123,599 $3,107 Program Delivery $114,492 $111,599 ($2,893) Loan Fund $3,122,254 $1,980,027 ($1,142,227) CHDO Set-Aside $171,738 $167,399 ($4,339) Total Uses $3,528,976 $2,382,624 ($1,146,352)

EMERGENCY SHELTER GRANT 2012-13 ALLOCATION

2013-14 ALLOCATION DIFFERENCE

SOURCES OF FUNDS New Entitlement $327,098 $226,383 Total Sources $327,098 $226,383 ($100,715) USES OF FUNDS Sub-Recipient Assistance Family & Youth Services* $12,893 $0 Gospel Center Rescue Mission $24,887 $25,389 Haven of Peace $17,027 $22,004 St. Mary's Interfaith Dining Room** $46,048 $0 Stockton Shelter for the Homeless $61,964 $52,470 Women’s Center of San Joaquin County** $20,714 $0 Tender Hands Safe Haven** $0 $0 Subtotal $183,533 $99,863 ($83,670) Homeless Prevention/Rehousing CVLIHC $131,565 $120,000 ($11,565) Administration $12,000 $6,520 ($5,480) TOTAL $327,098 $226,383 ($100,715)

*Merged with Women’s Center **Funded with CDBG


Appendix F – 40107-A, 40107

form HUD-40107-A (12/94)page 1 of 4 pages

Part II Fiscal Year Summary

1. Excess match from prior Federal fiscal year $

2. Match contributed during current Federal fiscal year (see Part III.9.) $

3. Total match available for current Federal fiscal year (line 1 + line 2) $

4. Match liability for current Federal fiscal year $

5. Excess match carried over to next Federal fiscal year (line 3 minus line 4) $

HOME Match Report U.S. Department of Housing and Urban DevelopmentOffice of Community Planning and Development

Part III Match Contribution for the Federal Fiscal Year

Part I Participant Identification1. Participant No. (assigned by HUD) 2. Name of the Participating Jurisdiction 3. Name of Contact (person completing this report)

5. Street Address of the Participating Jurisdiction 4. Contact's Phone Number (include area code)

6. City 7. State 8. Zip Code

Match Contributions forFederal Fiscal Year (yyyy)

OMB Approval No. 2506-0171(exp. 12/31/2012)

7. Site Preparation,1. Project No. 2. Date of 3. Cash 4. Foregone Taxes, 5. Appraised 6. Required Construction Materials, 8. Bond 9. Total

or Other ID Contribution (non-Federal sources) Fees, Charges Land / Real Property Infrastructure Donated labor Financing Match(mm/dd/yyyy)


7. Site Preparation,1. Project No. 2. Date of 3. Cash 4. Foregone Taxes, 5. Appraised 6. Required Construction Materials, 8. Bond 9. Total

or Other ID Contribution (non-Federal sources) Fees, Charges Land / Real Property Infrastructure Donated labor Financing Match

Name of the Participating Jurisdiction Federal Fiscal Year (yyyy)

(mm/dd/yyyy)


Instructions for the HOME Match Report

3. Total match available for current Federal fiscalyear: The sum of excess match carried over from theprior Federal fiscal year (Part II. line 1) and the totalmatch contribution for the current Federal fiscal year(Part II. line 2). This sum is the total match availablefor the Federal fiscal year.

4. Match liability for current Federal fiscal year: Theamount of match liability is available from HUD andis provided periodically to PJs. The match must beprovided in the current year. The amount of match thatmust be provided is based on the amount of HOMEfunds drawn from the U.S. Treasury for HOME projects.The amount of match required equals 25% of theamount drawn down for HOME projects during theFederal fiscal year. Excess match may be carried overand used to meet match liability for subsequent years(see Part II line 5). Funds drawn down for administra-tive costs, CHDO operating expenses, and CHDOcapacity building do not have to be matched. Fundsdrawn down for CHDO seed money and/or technicalassistance loans do not have to be matched if theproject does not go forward. A jurisdiction is allowedto get a partial reduction (50%) of match if it meets oneof two statutory distress criteria, indicating “fiscaldistress,” or else a full reduction (100%) of match if itmeets both criteria, indicating “severe fiscal distress.”The two criteria are poverty rate (must be equal to orgreater than 125% of the average national familypoverty rate to qualify for a reduction) and per capitaincome (must be less than 75% of the national averageper capita income to qualify for a reduction). Inaddition, a jurisdiction can get a full reduction if it isdeclared a disaster area under the Robert T. StaffordDisaster Relief and Emergency Act.

Applicability:

The HOME Match Report is part of the HOME APR andmust be filled out by every participating jurisdiction thatincurred a match liability. Match liability occurs when FY1993 funds (or subsequent year funds) are drawn downfrom the U.S. Treasury for HOME projects. A Participat-ing Jurisdiction (PJ) may start counting match contribu-tions as of the beginning of Federal Fiscal Year 1993(October 1, 1992). A jurisdiction not required to submitthis report, either because it did not incur any match orbecause it had a full match reduction, may submit a HOMEMatch Report if it wishes. The match would count asexcess match that is carried over to subsequent years. Thematch reported on this form must have been contributedduring the reporting period (between October 1 and Sep-tember 30).

Timing:

This form is to be submitted as part of the HOME APR onor before December 31. The original is sent to the HUDField Office. One copy is sent to the

Office of Affordable Housing Programs, CGHFRoom 7176, HUD, 451 7th Street, S.W.Washington, D.C. 20410.

The participating jurisdiction also keeps a copy.

Instructions for Part II:

1. Excess match from prior Federal fiscal year: Excessmatch carried over from prior Federal fiscal year.

2. Match contributed during current Federal fiscalyear: The total amount of match contributions for allprojects listed under Part III in column 9 for theFederal fiscal year.

5. Excess match carried over to next Federal fiscalyear: The total match available for the current Federalfiscal year (Part II. line 3) minus the match liability forthe current Federal fiscal year (Part II. line 4). Excessmatch may be carried over and applied to future HOMEproject match liability.

Instructions for Part III:

1. Project No. or Other ID: “Project number” is as-signed by the C/MI System when the PJ makes aproject setup call. These projects involve at least someTreasury funds. If the HOME project does not involveTreasury funds, it must be identified with “other ID” asfollows: the fiscal year (last two digits only), followedby a number (starting from “01” for the first non-Treasury-funded project of the fiscal year), and then atleast one of the following abbreviations: “SF” forproject using shortfall funds, “PI” for projects usingprogram income, and “NON” for non-HOME-assistedaffordable housing. Example: 93.01.SF, 93.02.PI,93.03.NON, etc.

Shortfall funds are non-HOME funds used to make upthe difference between the participation threshold andthe amount of HOME funds allocated to the PJ; theparticipation threshold requirement applies only in thePJ’s first year of eligibility. [§92.102]

Program income (also called “repayment income”) isany return on the investment of HOME funds. Thisincome must be deposited in the jurisdiction’s HOMEaccount to be used for HOME projects. [§92.503(b)]

Public reporting burden for this collection of information is estimated to average 45 minutes per response, including the time for reviewing instructions, searching existing data sources, gathering andmaintaining the data needed, and completing and reviewing the collection of information. This agency may not conduct or sponsor, and a person is not required to respond to, a collection of informationunless that collection displays a valid OMB control number.The HOME statute imposes a significant number of data collection and reporting requirements. This includes information on assisted properties, on the owners or tenants of the properties, and on otherprogrammatic areas. The information will be used: 1) to assist HOME participants in managing their programs; 2) to track per formance of participants in meeting fund commitment and expendituredeadlines; 3) to permit HUD to determine whether each participant meets the HOME statutory income targeting and affordability requirements; and 4) to permit HUD to determine compliance with otherstatutory and regulatory program requirements. This data collection is authorized under Title II of the Cranston-Gonzalez National Affordable Housing Act or related authorities. Access to Federal grantfunds is contingent on the reporting of certain project-specific data elements. Records of information collected will be maint ained by the recipients of the assistance. Information on activities andexpenditures of grant funds is public information and is generally available for disclosure. Recipients are responsible for en suring confidentiality when public disclosure is not required.


Non-HOME-assisted affordable housing is investmentin housing not assisted by HOME funds that wouldqualify as “affordable housing” under the HOME Pro-gram definitions. “NON” funds must be contributed toa specific project; it is not sufficient to make a contri-bution to an entity engaged in developing affordablehousing. [§92.219(b)]

2. Date of Contribution: Enter the date of contribution.Multiple entries may be made on a single line as long asthe contributions were made during the current fiscalyear. In such cases, if the contributions were made atdifferent dates during the year, enter the date of the lastcontribution.

3. Cash: Cash contributions from non-Federal resources.This means the funds are contributed permanently to theHOME Program regardless of the form of investment thejurisdiction provides to a project. Therefore all repay-ment, interest, or other return on investment of the con-tribution must be deposited in the PJ’s HOME account tobe used for HOME projects. The PJ, non-Federal publicentities (State/local governments), private entities, andindividuals can make contributions. The grant equiva-lent of a below-market interest rate loan to the project iseligible when the loan is not repayable to the PJ’s HOMEaccount. [§92.220(a)(1)] In addition, a cash contributioncan count as match if it is used for eligible costs definedunder §92.206 (except administrative costs and CHDOoperating expenses) or under §92.209, or for the follow-ing non-eligible costs: the value of non-Federal fundsused to remove and relocate ECHO units to accommo-date eligible tenants, a project reserve account for re-placements, a project reserve account for unanticipatedincreases in operating costs, operating subsidies, or costsrelating to the portion of a mixed-income or mixed-useproject not related to the affordable housing units.[§92.219(c)]

4. Foregone Taxes, Fees, Charges: Taxes, fees, and chargesthat are normally and customarily charged but have beenwaived, foregone, or deferred in a manner that achievesaffordability of the HOME-assisted housing. This in-cludes State tax credits for low-income housing develop-ment. The amount of real estate taxes may be based on the

post-improvement property value. For those taxes, fees,or charges given for future years, the value is the presentdiscounted cash value. [§92.220(a)(2)]

5. Appraised Land/Real Property: The appraised value,before the HOME assistance is provided and minusany debt burden, lien, or other encumbrance, of land orother real property, not acquired with Federal re-sources. The appraisal must be made by an indepen-dent, certified appraiser. [§92.220(a)(3)]

6. Required Infrastructure: The cost of investment, notmade with Federal resources, in on-site and off-siteinfrastructure directly required for HOME-assistedaffordable housing. The infrastructure must have beencompleted no earlier than 12 months before HOMEfunds were committed. [§92.220(a)(4)]

7. Site preparation, Construction materials, Donatedlabor: The reasonable value of any site-preparationand construction materials, not acquired with Federalresources, and any donated or voluntary labor (see§92.354(b)) in connection with the site-preparationfor, or construction or rehabilitation of, affordablehousing. The value of site-preparation and construc-tion materials is determined in accordance with thePJ’s cost estimate procedures. The value of donated orvoluntary labor is determined by a single rate (“laborrate”) to be published annually in the Notice Of Fund-ing Availability (NOFA) for the HOME Program.[§92.220(6)]

8. Bond Financing: Multifamily and single-familyproject bond financing must be validly issued by aState or local government (or an agency, instrumental-ity, or political subdivision thereof). 50% of a loanfrom bond proceeds made to a multifamily affordablehousing project owner can count as match. 25% of aloan from bond proceeds made to a single-familyaffordable housing project owner can count as match.Loans from all bond proceeds, including excess bondmatch from prior years, may not exceed 25% of a PJ’stotal annual match contribution. [§92.220(a)(5)] Theamount in excess of the 25% cap for bonds may carryover, and the excess will count as part of the statutorylimit of up to 25% per year. Requirements regarding

bond financing as an eligible source of match will beavailable upon publication of the implementing regu-lation early in FY 1994.

9. Total Match: Total of items 3 through 8. This is thetotal match contribution for each project identified initem 1.

Ineligible forms of match include:

1. Contributions made with or derived from Federal re-sources e.g. CDBG funds [§92.220(b)(1)]

2. Interest rate subsidy attributable to the Federal tax-exemption on financing or the value attributable toFederal tax credits [§92.220(b)(2)]

3. Contributions from builders, contractors or investors,including owner equity, involved with HOME-assistedprojects. [§92.220(b)(3)]

4. Sweat equity [§92.220(b)(4)]

5. Contributions from applicants/recipients of HOMEassistance [§92.220(b)(5)]

6. Fees/charges that are associated with the HOME Pro-gram only, rather than normally and customarilycharged on all transactions or projects [§92.220(a)(2)]

7. Administrative costs

form HUD-40107 (11/92)page 1 of 2

Annual Performance ReportHOME Program

U.S. Department of Housingand Urban DevelopmentOffice of Community Planningand Development

OMB Approval No. 2506-0171(exp. 8/31/2009)

Public reporting burden for this collection of information is estimated to average 2.5 hours per response, including the time for reviewing instructions, searchingexisting data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. This agency may not conductor sponsor, and a person is not required to respond to, a collection of information unless that collection displays a valid OMB control number.

The HOME statute imposes a significant number of data collection and reporting requirements. This includes information on assisted properties, on theowners or tenants of the properties, and on other programmatic areas. The information will be used: 1) to assist HOME participants in managing theirprograms; 2) to track performance of participants in meeting fund commitment and expenditure deadlines; 3) to permit HUD to determine whether eachparticipant meets the HOME statutory income targeting and affordability requirements; and 4) to permit HUD to determine compliance with other statutoryand regulatory program requirements. This data collection is authorized under Title II of the Cranston-Gonzalez National Affordable Housing Act or relatedauthorities. Access to Federal grant funds is contingent on the reporting of certain project-specific data elements. Records of information collected willbe maintained by the recipients of the assistance. Information on activities and expenditures of grant funds is public information and is generally availablefor disclosure. Recipients are responsible for ensuring confidentiality when public disclosure is not required.

This form is intended to collect numeric data to be aggregated nationally as a complement to data collected through the Cash and Management Information(C/MI) System. Participants should enter the reporting period in the first block. The reporting period is October 1 to September 30. Instructions are includedfor each section if further explanation is needed.

Submit this form on or before December 31.

Send one copy to the appropriate HUD Field Office and one copy to:

HOME Program, Rm 7176, 451 7th Street, S.W., Washington D.C. 20410

This report is for period (mm/dd/yyyy) Date Submitted (mm/dd/yyyy)

Starting Ending

Part I Participant Identification1. Participant Number 2. Participant Name

3. Name of Person completing this report 4. Phone Number (Include Area Code)

5. Address 6. City 7. State 8. Zip Code

Part II Program IncomeEnter the following program income amounts for the reporting period: in block 1, enter the balance on hand at the beginning; in block 2, enter the amountgenerated; in block 3, enter the amount expended; and in block 4, enter the amount for Tenant-Based rental Assistance.1. Balance on hand at Beginning 2. Amount received during 3. Total amount expended 4. Amount expended for Tenant- 5. Balance on hand at end of

of Reporting Period Reporting Period during Reporting Period Based Rental Assistance Reporting Period (1 + 2 - 3) = 5

Part III Minority Business Enterprises (MBE) and Women Business Enterprises (WBE)In the table below, indicate the number and dollar value of contracts for HOME projects completed during the reporting period.

Minority Business Enterprises (MBE)a. Total b. Alaskan Native or c. Asian or d. Black e. Hispanic f. White

American Indian Pacific Islander Non-Hispanic Non-Hispanic

A. Contracts1. Number

2. Dollar Amount

B. Sub-Contracts

1. Number

2. Dollar Amount

a. Total b. Women Business c. MaleEnterprises (WBE)

C. Contracts

1. Number

2. Dollar Amount

D. Sub-Contracts

1. Number

2. Dollar Amounts

form HUD-40107 (11/92)page 2 of 2

Minority Property Ownersa. Total b. Alaskan Native or c. Asian or d. Black e. Hispanic f. White


1. Number

2. Dollar Amount

Minority Business Enterprises (MBE)Households Displaced a. Total b. Alaskan Native or c. Asian or d. Black e. Hispanic f. White


5. Households Displaced - Number

6. Households Displaced - Cost

Part IV Minority Owners of Rental PropertyIn the table below, indicate the number of HOME assisted rental property owners and the total dollar amount of HOME funds in these rental properties assistedduring the reporting period.

Part V Relocation and Real Property AcquisitionIndicate the number of persons displaced, the cost of relocation payments, the number of parcels acquired, and the cost of acquisition. The dataprovided should reflect only displacements and acquisitions occurring during the reporting period.

a. Number b. Cost

1. Parcels Acquired

2. Businesses Displaced

3. Nonprofit Organizations Displaced

4. Households Temporarily Relocated, not Displaced


Appendix G – PR03

24-Sep-2014U.S. Department of Housing and Urban Development13:261

Date: Time: Page:

Office of Community Planning and DevelopmentIntegrated Disbursement and Information System

CDBG Activity Summary Report (GPR) for Program Year 2013STOCKTON

Page:PR03 - STOCKTON 1 of 89

1280 - CDBG Housing Program OperationIDIS Activity:

Project: 0003 - CDBG Housing Program OperationsPGM Year: 2011

Description:

Rehabilitation Administration (14H)Matrix Code:AffordabilityProvide decent affordable housingObjective:

Outcome:Completed 6/30/2012 12:00:00 AM425 N El Dorado St Stockton, CA 95202-1951

National Objective: LMH

Status:Location:

Staff and service delivery costs associated with implementation of various housing programs.

10/31/2011Initial Funding Date:

Financing

Grant Year Grant Fund Type Funded Amount Drawn In Program Year Drawn Thru Program Year

Pre-2015

Total

ENPI

$330,645.16 $8,581.67 $330,645.16$29,249.62 $0.00 $29,249.62

$359,894.78 $8,581.67 $359,894.78Proposed Accomplishments

Housing Units : 5

Number assisted:

Actual AccomplishmentsPerson

Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

0

0

White:Black/African American:

Total:

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:

OwnerTotal Hispanic

0 00 0

1 0

0 00 00 00 00 00 00 01 00 00 0

RenterTotal Hispanic

00

0

00

0 00 00 00 00 00 00 00 00 00 0

0

TotalTotal Hispanic Total

0000000000

000000000100

000000000000

1 0 0

Female-headed Households: 0 0 0


Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low

Non Low ModerateTotalPercent Low/Mod

Owner00101

100.0%

Renter00000

Total00101

100.0%

Person00000

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2011 Accomplishment data is included in other activities such as down payment and closing cost assistance, and rehabilitation programs.


Date: Time: Page:




1288 - Disability Resource Agency for Independent LivingIDIS Activity:

Project: 0011 - Disability Resource Agency for Independent LivingPGM Year: 2011

Description:

Rehab; Single-Unit Residential (14A)Matrix Code:Availability/accessibilityCreate suitable living environmentsObjective:

Outcome:Completed 7/31/2013 12:00:00 AM2416 Canyon Creek Dr Stockton, CA 95207-4551


Status:Location:

Construction of wheelchair ramps at the homes of disabled persons.


Financing

Grant Year Grant Fund Type Funded Amount Drawn In Program Year Drawn Thru Program YearPre-2015Total

EN $10,000.00 $0.00 $10,000.00$10,000.00 $0.00 $10,000.00

Proposed AccomplishmentsHousing Units : 4

Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

0

0


Total:


OwnerTotal Hispanic

0 00 0

2 1

1 00 00 00 00 00 00 01 10 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


0000000000

001000000100

000000000100

2 1 0



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner01102

100.0%

Renter00000

Total01102

100.0%

Person00000

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2012 Wheelchair accommodations made to homes of low-income disabled.


Date: Time: Page:




1298 - Delta College Small Business Dev CtrIDIS Activity:

Project: 0014 - Delta College Small Business Development CenterPGM Year: 2011

Description:

Public Services (General) (05)Matrix Code:SustainabilityCreate economic opportunitiesObjective:

Outcome:Completed 8/8/2013 12:00:00 AM56 S Lincoln St Stockton, CA 95203-3100

National Objective: LMC

Status:Location:

Provide assistance with any aspect of small business development--from starting a small business to expansion or helping with problems in an existing business.


Financing


EN $22,000.00 $9,005.11 $22,000.00$22,000.00 $9,005.11 $22,000.00

Proposed AccomplishmentsPeople (General) : 40

Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

64

64


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


1293716

420000

420

000000000000

000000000000

0 0 230



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person0

3514946

23080.0%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2011 Providing consulting services to business owners seeking micro loans; providing access to capital workshops, consulting, and training to those

interested in starting a business.


Date: Time: Page:




1317 - CDBG AdministrationIDIS Activity:

Project: 0001 - CDBG AdministrationPGM Year: 2012

Description:

General Program Administration (21A)Matrix Code:

Objective:Outcome:

Completed 4/2/2014 12:00:00 AM ,

National Objective:

Status:Location:

Administration of the CDBG program including staff and operational costs of oversight and management.


Financing


Pre-2015

Total

ENPI

$343,935.63 $45,764.25 $343,935.63$147,297.73 $0.00 $147,297.73$491,233.36 $45,764.25 $491,233.36

Proposed Accomplishments

Number assisted:


Hispanic

0


Total:


OwnerTotal Hispanic

0 0


0 0


000000000000

000000000000

0 0 0

Female-headed Households: 0


Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner

0

Renter

0

Total00000

Person

0

Annual AccomplishmentsNo data returned for this view. This might be because the applied filter excludes all data.


Date: Time: Page:




1318 - Code EnforcementIDIS Activity:

Project: 0002 - Code EnforcementPGM Year: 2012

Description:

Code Enforcement (15)Matrix Code:SustainabilityCreate suitable living environmentsObjective:


National Objective: LMA

Status:Location:

Proactive code enforcement program focused on low and moderate income areas.


Financing


Pre-2015

Total

ENPI

$237,285.86 $39,933.06 $237,285.86$125,422.81 $8,146.28 $125,422.81$362,708.67 $48,079.34 $362,708.67

Proposed AccomplishmentsHousing Units : 1,600Total Population in Service Area: 113,801Census Tract Percent Low / Mod: 69.80

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2012 The Code Enforcement division performed activities at 4,420 eligible residences during FY 2012-13.


Date: Time: Page:




1319 - CDBG Housing Program OperationsIDIS Activity:


Description:




Status:Location:



Financing


EN $238,568.23 $51,771.76 $238,568.23$238,568.23 $51,771.76 $238,568.23


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

0

0


Total:


OwnerTotal Hispanic

0 00 0

1 0

0 00 00 00 00 00 00 01 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


0000000000

000000000100

000000000000

1 0 0



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00101

100.0%

Renter00000

Total00101

100.0%

Person00000



Date: Time: Page:




1327 - San Joaquin Fair HousingIDIS Activity:

Project: 0007 - San Joaquin Fair HousingPGM Year: 2012

Description:

Fair Housing Activities (if CDGS, thensubject to 15% cap) (05J)

Matrix Code:SustainabilityCreate suitable living environmentsObjective:

Outcome:Completed 12/5/2013 12:00:00 AM247 E Miner Ave Stockton, CA 95202-2328


Status:Location:

This activity supports the local fair housing office which provides services in the form of landlordtenant education and mediation.


Financing


EN $158,152.00 $60,013.82 $158,152.00$158,152.00 $60,013.82 $158,152.00

Proposed AccomplishmentsPeople (General) : 2,000

Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

177

177


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


1891782010

05370

1380

000000000000

000000000000

0 0 550



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person419971618

55096.7%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2012


Date: Time: Page:






Description:

Rehab; Single-Unit Residential (14A)Matrix Code:SustainabilityCreate suitable living environmentsObjective:

Outcome:Open501 W Weber Ave Ste 200A Stockton, CA 95203-3171


Status:Location:

Funds will be used for construction of wheelchair ramps and the installation of grab bars and hand rails at the homes of low-income disabled persons.


Financing


EN $10,000.00 $922.00 $4,170.41$10,000.00 $922.00 $4,170.41


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

0

0


Total:


OwnerTotal Hispanic

0 01 0

1 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


0000000000

010000000000

000000000000

1 0 0



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner01001

100.0%

Renter00000

Total01001

100.0%

Person00000

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2013 DRAIL's Assistive Technology Program is able to provide accessibility modifications to homes for low income disabled persons in the City of

Stockton. These modifications include ramps, grab bars, door widening and bathroom accessibility.


Date: Time: Page:




1329 - Emergency Food Bank - Mobile Farmers MarketIDIS Activity:

Project: 0010 - Emergency Food Bank - Mobile Farmers MarketPGM Year: 2012

Description:

Food Banks (05W)Matrix Code:SustainabilityCreate suitable living environmentsObjective:

Outcome:Completed 9/9/2013 12:00:00 AM7 W Scotts Ave Stockton, CA 95203-3431


Status:Location:

Funds to be used for the Mobile Farmers Market program to distribute fresh fruits & vegetables. Two mobile vans visit over 60 low-income sites reaching well over 1,700 participants each month.


Financing


EN $8,000.00 $8,000.00 $8,000.00$8,000.00 $8,000.00 $8,000.00


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

7,515

7,515


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


13,7991,185

39094

124000000

000000000000

000000000000

0 0 15,592



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person3,508

10,977889218

15,59298.6%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2012 The DFB Mobile Farmer's Market provides access to nutritious foods, coupled with nutrition education, to several underserved areas throughout

Stockton, free of charge. This program is an ongoing outreach resource to thousands of families year round.


Date: Time: Page:




1330 - Emergency Food Bank - Farm to FamilyIDIS Activity:

Project: 0013 - Emergency Food Bank - Farm to Family ProducePGM Year: 2012

Description:


Outcome:Completed 9/9/2013 12:00:00 AM7 W Scotts Ave Stockton, CA 95203-3431


Status:Location:

Funds to be used for the Farm to Family program. Produce otained through this program isdistributed through the Food Bank's programs and to other programs that serve the low-income andor homeless.


Financing


EN $15,000.00 $15,000.00 $15,000.00$15,000.00 $15,000.00 $15,000.00


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

26,983

26,983


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


49,5444,2551,399

0448336

00000

000000000000

000000000000

0 0 55,982



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person12,59639,4113,191

78455,98298.6%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2012 The EFB Farm to Ramily Program received and distributed thousands off pounds of fresh fruits and vegetables to several non-profit agencies

throughout the county who belong to FEMA and/or the Hunger Task Force. This program has helped increase access to fresh fruits &vegetables to many residents who may not otherwise be able to consume fresh produce.


Date: Time: Page:




1331 - Second Harvest Food BankIDIS Activity:

Project: 0009 - Second Harvest Food BankPGM Year: 2012

Description:


Outcome:Completed 11/4/2013 12:00:00 AM704 Industrial Park Dr Manteca, CA 95337-6116


Status:Location:

Second Harvest Food Bank will distribute food to 21,000 low-income residents of Stockton.


Financing


EN $35,000.00 $0.00 $35,000.00$35,000.00 $0.00 $35,000.00


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

26,467

26,467


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


43,84417,1392,7801,260

381862360

1,648630

47,2850

000000000000

000000000000

0 0 116,189



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person77,85018,55719,782

0116,189100.0%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2012 Provided supplemental groceries to individuals and families at risk of going hungry.


Date: Time: Page:




1332 - Community Center for the BlindIDIS Activity:

Project: 0012 - Community Center for the BlindPGM Year: 2012

Description:

Public Services (General) (05)Matrix Code:SustainabilityCreate suitable living environmentsObjective:

Outcome:Completed 1/28/2014 12:00:00 AM130 W Flora St Stockton, CA 95202-1636


Status:Location:

Funds to be used to cover expenses incurred in the installation of a computer laboratory for people who are blind or visually impaired.


Financing


EN $5,000.00 $5,000.00 $5,000.00$5,000.00 $5,000.00 $5,000.00


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

12

12


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


239400001000

000000000000

000000000000

0 0 37



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person1717

30

37100.0%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2012 The project was an enhancement of the assistive technology laboratory established with CDBG funds in FY 2011. The lab was expanded to

include assistive technology for people who are deaf-blind.


Date: Time: Page:




1333 - Delta College Small Business Development CenterIDIS Activity:

Project: 0014 - Delta College Small Business Development CenterPGM Year: 2012

Description:

Public Services (General) (05)Matrix Code:SustainabilityCreate economic opportunitiesObjective:

Outcome:Completed 4/1/2014 12:00:00 AM56 S Lincoln St Stockton, CA 95203-3100


Status:Location:

Funds to be used to provide business consulting services to those interested in starting or expanding a business.


Financing


EN $25,000.00 $25,000.00 $25,000.00$25,000.00 $25,000.00 $25,000.00


Number assisted:


Hispanic

0

24

0

3

0

13

0

0

0

0

1

36

83

160


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


4561337116

60000

1970

000000000000

000000000000

0 0 879



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person0

132571176879

80.0%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2012 Provided business consulting to existing and new business owners seeking financing through the City's Micro Loan Program. Provided access

to capital and start up workshops & consulting to potential & existing business owners to facilitate business start up, job creation and retention.Funds fully expended in 2013-14, additional accomplishments received for 2013 (803 total served.)


Date: Time: Page:




1334 - Cold Weather ShelterIDIS Activity:

Project: 0008 - Cold Weather ShelterPGM Year: 2012

Description:

Operating Costs of Homeless/AIDSPatients Programs (03T)

Matrix Code:SustainabilityCreate suitable living environmentsObjective:

Outcome:Completed 8/15/2013 12:00:00 AM333 W Mathews Rd French Camp, CA 95231-9757


Status:Location:

Stockton Shelter for the Homeless operates an overflow shelter during the winter months out at the Artesi II Migrant Farmworker Family Center. City of Stockton CDBG funds will be used to fund this cold weather shelter.


Financing


EN $12,630.67 $12,630.67 $12,630.67$12,630.67 $12,630.67 $12,630.67


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

135

135


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


24211211

26002020

000000000000

000000000000

0 0 377



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person377

000

377100.0%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2012 The Cold Weather Shelter provided temporary relief from the winter weather for many of the homeless.


Date: Time: Page:




1340 - CRF154 WLKST PartnersIDIS Activity:

Project: 0015 - Facade Improvement ProgramPGM Year: 2012

Description:

Rehab; Publicly or Privately-OwnedCommercial/Industrial (14E)

Matrix Code:SustainabilityCreate economic opportunitiesObjective:

Outcome:Completed 8/2/2013 12:00:00 AM621 E Market St Stockton, CA 95202-3010

National Objective: SBA

Status:Location:

Facade improvements to downtown commercial building.


Financing


EN $17,196.68 $0.00 $17,196.68$17,196.68 $0.00 $17,196.68

Proposed AccomplishmentsBusinesses : 1

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2012 Improvements to the facade of a downtown commercial building have been made.


Date: Time: Page:




1341 - HR1119 716 North D StreetIDIS Activity:

Project: 0004 - CDBG Housing ProgramPGM Year: 2012

Description:

Rehab; Single-Unit Residential (14A)Matrix Code:SustainabilityCreate suitable living environmentsObjective:

Outcome:Completed 5/1/2014 12:00:00 AM716 N D St Stockton, CA 95205-4306


Status:Location:

Repair water lines, install light fixtures, fixing leak behind bathroom walls.


Financing


RL $72,438.25 $70,708.25 $72,438.25$72,438.25 $70,708.25 $72,438.25


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

0

0


Total:


OwnerTotal Hispanic

1 00 0

1 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


00000000000

100000000000

000000000000

1 0 0



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner01001

100.0%

Renter00000

Total01001

100.0%

Person00000

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2012 Repaired bathroom & sprinkler system; installed carbon monoxide detector; painted outside rafters & door trim and cleaned & re-sealed gutters.


Date: Time: Page:




1344 - CRF153 25 S Hunter StIDIS Activity:


Description:



Outcome:Completed 12/5/2013 12:00:00 AM25 S Hunter St Stockton, CA 95202-3224


Status:Location:

Facade improvements to a downtown commercial building including new exterior paint, repair and paint parapet, repair coil door, tile veneer above and below existing windows,installion of exterior lights and patio railing.


Financing


EN $25,297.00 $15,037.00 $25,297.00$25,297.00 $15,037.00 $25,297.00


Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2013 Facade improvements are complete.


Date: Time: Page:




1347 - MLP013 Yogurt My WayIDIS Activity:

Project: 0016 - Micro-Business Loan PoolPGM Year: 2012

Description:

Micro-Enterprise Assistance (18C)Matrix Code:SustainabilityCreate economic opportunitiesObjective:

Outcome:Completed 9/9/2013 12:00:00 AM1924 Pacific Ave Stockton, CA 95204-5326

National Objective: LMCMC

Status:Location:

Micro loan to purchase furniture and equipment to support projected growth.


Financing


EN $9,975.00 $0.00 $9,975.00$9,975.00 $0.00 $9,975.00


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

0

0


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


10100000000

000000000000

000000000000

0 0 2



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person11002

100.0%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2012 Equipment and furniture purchased to maximize growth potential.


Date: Time: Page:




1348 - CRF157 742 E Dr MLK BlvdIDIS Activity:


Description:



Outcome:Completed 1/28/2014 12:00:00 AM742 E Dr Martin Luther King Jr Blvd Stockton, CA 95206-1538 National Objective: SBA

Status:Location:

Facade improvements to the commercial building will improve the appearance and have a positive impact on surrounding properties.


Financing


EN $11,250.00 $8,800.00 $11,250.00$11,250.00 $8,800.00 $11,250.00


Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2013 Facade improvements to commercial building in downtown Stockton completed.


Date: Time: Page:




1349 - CRF155 331 E Weber AveIDIS Activity:


Description:



Outcome:Completed 6/30/2014 12:00:00 AM331 E Weber Ave Stockton, CA 95202-2707


Status:Location:

Facade improvement for a commercial building in downtown Stockton that will improve the appearance of the building and have a positive impact on surrounding properties.


Financing


EN $59,821.00 $59,821.00 $59,821.00$59,821.00 $59,821.00 $59,821.00


Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2012 Facade improvements on commercial building in downtown Stockton completed.


Date: Time: Page:




1350 - CRF156 42 N Sutter StreetIDIS Activity:


Description:



Outcome:Open42 N Sutter St Stockton, CA 95202-2913


Status:Location:

Facade project on a commercial building downtown that will improve the appearance of the building and have a positive impact on surrounding properties.


Financing


EN $75,880.00 $75,880.00 $75,880.00$75,880.00 $75,880.00 $75,880.00




Date: Time: Page:




1351 - CRF158 343 E Main StreetIDIS Activity:


Description:



Outcome:Completed 1/28/2014 12:00:00 AM343 E Main St Stockton, CA 95202-2905


Status:Location:

Facade improvement for a commercial building in downtown Stockton that will improve the appearance of the building and have a positive impact on surrounding properties.


Financing


EN $20,801.59 $20,801.59 $20,801.59$20,801.59 $20,801.59 $20,801.59




Date: Time: Page:




1355 - MLP014 Moe AutoIDIS Activity:


Description:


Outcome:Completed 11/4/2013 12:00:00 AM2255 S Airport Way Stockton, CA 95206-3338


Status:Location:

Micro Loan proceeds will be used to purchase equipment to support projected growth.


Financing


EN $25,415.97 $25,415.97 $25,415.97$25,415.97 $25,415.97 $25,415.97


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

0

0


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


0001000000

000000000000

000000000000

0 0 1



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person00101

100.0%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2012 Equipment purchased in anticipation of projected growth.


Date: Time: Page:




1356 - MLP015 Mile Wine Co LLCIDIS Activity:


Description:




Status:Location:

Start-up costs for establishing new restaurant and wine shop.


Financing


EN $30,000.00 $30,000.00 $30,000.00$30,000.00 $30,000.00 $30,000.00


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

0

0


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


61000000000

000000000000

000000000000

0 0 7



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person03227

71.4%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2012 Start-up costs for new business provided.


Date: Time: Page:




1357 - LSP384 411 S Harrison St Stockton ShelterIDIS Activity:

Project: 0014 - STOCKTON SHELTER FOR THE HOMELESSPGM Year: 2010

Description:

Homeless Facilities (not operatingcosts) (03C)

Matrix Code:Availability/accessibilityCreate suitable living environmentsObjective:

Outcome:Completed 12/5/2013 12:00:00 AM411 S Harrison St Stockton, CA 95203-3332


Status:Location:

Improvement to homeless shelter buildings.


Financing


Pre-2015

Total

ENPI

$27,832.90 $27,832.90 $27,832.90$2,067.10 $2,067.10 $2,067.10


Public Facilities : 1

Number assisted:


Hispanic

0

11

0

0

0

0

0

0

0

0

0

0

767

778


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


1,480751563429

0181

650

000000000000

000000000000

0 0 2,425



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person2,425

000

2,425100.0%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2012 Construction of 40' X 20' storage building, delayed by permit requirements, is now complete.


Date: Time: Page:




1358 - LSP389 Dignity's AlcoveIDIS Activity:

Project: 0027 - Dignity's AlcovePGM Year: 2011

Description:

Homeless Facilities (not operatingcosts) (03C)


Outcome:Open133 S California St Stockton, CA 95202-3015


Status:Location:

Rehabilitation of 133 South California Street to use as a Transitional Housing Program for Homeless Veterans.


Financing


Pre-2015

Total

ENPI

$307,720.61 $261,969.58 $261,969.58$42,279.39 $42,279.39 $42,279.39


Public Facilities : 1

Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

0

0


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


0000000000

000000000000

000000000000

0 0 0



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person00000



Date: Time: Page:




1363 - MLP016 Salon MilanIDIS Activity:


Description:




Status:Location:

Funds loaned to applicant to purchase existing business and to remodel.


Financing


EN $30,000.00 $30,000.00 $30,000.00$30,000.00 $30,000.00 $30,000.00


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

1

1


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


10000000000

000000000000

000000000000

0 0 1



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person10001

100.0%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2013 Hair salon purchased and remodeled.


Date: Time: Page:




1364 - CDBG AdministrationIDIS Activity:

Project: 0001 - CDBG AdministrationPGM Year: 2013

Description:

General Program Administration (21A)Matrix Code:

Objective:Outcome:

Open ,

National Objective:

Status:Location:

Administration of the CDBG program including staff and operational costs of oversight and management.


Financing


Pre-2015

Total

ENPI

$679,457.49 $527,885.33 $527,885.33$5,460.51 $5,460.51 $5,460.51


Number assisted:


Hispanic

0


Total:


OwnerTotal Hispanic

0 0


0 0


000000000000

000000000000

0 0 0



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner

0

Renter

0

Total00000

Person

0



Date: Time: Page:




1365 - Code EnforcementIDIS Activity:

Project: 0002 - Code EnforcementPGM Year: 2013

Description:

Code Enforcement (15)Matrix Code:SustainabilityCreate suitable living environmentsObjective:

Outcome:Open425 N El Dorado St Stockton, CA 95202-1951

National Objective: LMA

Status:Location:

Proactive code enforcement program focused on low and moderate income areas.


Financing


Pre-2015

Total

ENPI

$256,855.37 $188,290.64 $188,290.64$133,126.63 $133,126.63 $133,126.63$389,982.00 $321,417.27 $321,417.27

Proposed AccomplishmentsHousing Units : 1,156Total Population in Service Area: 115,022Census Tract Percent Low / Mod: 69.80

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2013 The Code Enforcement division performed activities at 1,615 eligible residences during FY 2013-14.


Date: Time: Page:




1366 - CDBG Housing Program OperationsIDIS Activity:


Description:


Outcome:Open425 N El Dorado St Stockton, CA 95202-1951


Status:Location:



Financing


Pre-2015

Total

ENPI

$338,208.23 $98,427.22 $98,427.22$126,391.77 $126,391.77 $126,391.77$464,600.00 $224,818.99 $224,818.99


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

0

0


Total:


OwnerTotal Hispanic

0 00 0

1 0

0 00 00 00 00 00 00 01 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


0000000000

000000000100

000000000000

1 0 0



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00101

100.0%

Renter00000

Total00101

100.0%

Person00000



Date: Time: Page:




1367 - Debt Service - Section 108 LoanIDIS Activity:

Project: 0014 - Debt Service - Section 108 Loan RepaymentPGM Year: 2013

Description:

Planned Repayment of Section 108Loan Principal (19F)

Matrix Code:

Objective:Outcome:

Completed 2/26/2014 12:00:00 AM ,

National Objective:

Status:Location:

The City of Stockton received a Section 108 loan that was used for the development of Hotel Stockton, Downtown Cineplex, Weber Block Plaza, and the Mercy Charities affordablehousing development.


Financing


EN $2,182,991.00 $2,182,991.00 $2,182,991.00$2,182,991.00 $2,182,991.00 $2,182,991.00

Proposed Accomplishments

Number assisted:


Hispanic

0


Total:


OwnerTotal Hispanic

0 0


0 0


000000000000

000000000000

0 0 0



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner

0

Renter

0

Total00000

Person

0



Date: Time: Page:




1369 - Second Harvest Food BankIDIS Activity:

Project: 0009 - Second Harvest Food BankPGM Year: 2013

Description:


Outcome:Completed 8/12/2014 12:00:00 AM704 Industrial Park Dr Manteca, CA 95337-6116


Status:Location:

Second Harvest Food Bank will distribute food to 21,000 low-income residents of Stockton.


Financing


EN $35,000.00 $35,000.00 $35,000.00$35,000.00 $35,000.00 $35,000.00


Number assisted:


Hispanic

0

1,850

74

41

80

562

0

0

482

0

32

827

27,330

31,278


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


75,70921,2883,099

802684419442

2,784700

3,9070

000000000000

000000000000

0 0 109,834



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person85,84817,1666,666

154109,834

99.9%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2013 Second Harvest distributes food throughout the area by partnering with several non-profit agencies, community centers, and schools,

distributing approximately 1 million pounds of food each month to the community.


Date: Time: Page:




1370 - San Joaquin Fair HousingIDIS Activity:

Project: 0005 - San Joaquin Fair HousingPGM Year: 2013

Description:

Fair Housing Activities (if CDGS, thensubject to 15% cap) (05J)

Matrix Code:Availability/accessibilityProvide decent affordable housingObjective:

Outcome:Open247 E Miner Ave Stockton, CA 95202-2328


Status:Location:

This activity supports the local fair housing office which provides services in the form of landlordtenant education and mediation.


Financing


EN $160,000.00 $107,500.43 $107,500.43$160,000.00 $107,500.43 $107,500.43


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

20

60

80


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


3772072512

27240

2400

000000000000

000000000000

0 0 876



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person6511811034

87696.1%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2013 Ongoing services to provide tenant and landlord rights and responsibilities in rentals, and all forms of Fair Housing law.


Date: Time: Page:






Description:

Rehab; Single-Unit Residential (14A)Matrix Code:Availability/accessibilityProvide decent affordable housingObjective:

Outcome:Open501 W Weber Ave Ste 200A Stockton, CA 95203-3171


Status:Location:

Funds will be used for construction of wheelchair ramps and the installation of grab bars and hand rails at the homes of low-income disabled persons.


Financing


EN $10,000.00 $0.00 $0.00$10,000.00 $0.00 $0.00


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

0

0


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


0000000000

000000000000

000000000000

0 0 0



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person00000



Date: Time: Page:




1372 - Emergency Food Bank - Farm to FamilyIDIS Activity:

Project: 0011 - Emergency Food Bank - Farm to FamilyPGM Year: 2013

Description:

Food Banks (05W)Matrix Code:Availability/accessibilityCreate suitable living environmentsObjective:

Outcome:Open7 W Scotts Ave Stockton, CA 95203-3431


Status:Location:

Funds to be used for the Farm to Family program.Produce otained through this program is distributed through the Food Bank's programs and to other programs that serve the low-income andor homeless.


Financing


EN $18,500.00 $0.00 $0.00$18,500.00 $0.00 $0.00


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

29,055

29,055


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


52,32221,5391,953

965920

000000

000000000000

000000000000

0 0 77,699



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person17,00254,0085,4811,208

77,69998.4%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2013 Emergency Food Bank's Farm to Family program received and distributed thousands of pounds of fresh fruit and vegetables to several non-

profit agencies. It has helped increase access to fresh fruit and vegetables to many residents who may not otherwise be able to consume freshproduce.


Date: Time: Page:




1373 - Community Center for the BlindIDIS Activity:

Project: 0013 - Community Center for the BlindPGM Year: 2013

Description:

Public Services (General) (05)Matrix Code:Availability/accessibilityCreate suitable living environmentsObjective:

Outcome:Open130 W Flora St Stockton, CA 95202-1636


Status:Location:

Funds to be used to cover expenses incurred in the installation of a computer laboratory for people who are blind or visually impaired.


Financing


EN $10,000.00 $4,402.82 $4,402.82$10,000.00 $4,402.82 $4,402.82


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

12

12


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


247105000000

000000000000

000000000000

0 0 37



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person1911

34

3789.2%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2013 Orientation and mobility, part of the rehabilitative services program, offers individuals who are blind the skills to navigate the environment safely

and efficiently, increase participation in community life, and remain independent. Participation exceeded projection.


Date: Time: Page:




1374 - SJC Human Services AgencyIDIS Activity:

Project: 0015 - SJC Human Services AgencyPGM Year: 2013

Description:


Outcome:Completed 2/12/2014 12:00:00 AM102 S San Joaquin St Stockton, CA 95202-3213


Status:Location:

Funds to be used for continuation of a program to distribute meals to home-bound seniors.


Financing


EN $10,000.00 $10,000.00 $10,000.00$10,000.00 $10,000.00 $10,000.00


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

42

42


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


1587122

000000

120

000000000000

000000000000

0 0 263



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person131655512

26395.4%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2013 Nutritious meals were delivered to nutritionally at risk, homebound individuals in the Stockton area. In addtion, recipients were assessed for

other needs and referred when appropriate.


Date: Time: Page:




1375 - Emergency Food Bank - Mobile Farmers MktIDIS Activity:

Project: 0010 - Emergency Food Bank - Mobile Farmers MarketPGM Year: 2013

Description:

Food Banks (05W)Matrix Code:Availability/accessibilityCreate suitable living environmentsObjective:

Outcome:Open7 W Scotts Ave Stockton, CA 95203-3431


Status:Location:


Financing


EN $11,500.00 $0.00 $0.00$11,500.00 $0.00 $0.00


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

0

0


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


5,4022,0311,549

162421

0000

7,6100

000000000000

000000000000

0 0 17,175



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person00000

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2013 The Emergency Food Bank's Mobile Farmer's Market provided access to nutritious foods (fresh fruits & vegetables) coupled with nutrition

education (healthy cooking demo) to several underserved areas throughout Stockton, free of charge. This program is an ongoing resourceoutreaching to thousands of families year round.


Date: Time: Page:




1376 - St Mary's InterfaithIDIS Activity:

Project: 0021 - St. Mary's InterfaithPGM Year: 2013

Description:


Outcome:Completed 6/30/2014 12:00:00 AM545 W Sonora St Stockton, CA 95203-3329


Status:Location:

Provide meals to the homeless.


Financing


EN $42,315.00 $42,315.00 $42,315.00$42,315.00 $42,315.00 $42,315.00


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

199,662

199,662


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


350,757167,284

16,1895,396

0000000

000000000000

000000000000

0 0 539,626



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person512,645

26,98100

539,626100.0%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2013 Provided a coordinated response to poverty by feeding the hungry, caring for health issues, and restoring human dignity to over 700 individuals

each day. Programs include a Kitchen & Dining Room program, Medical & Dental Clinics, Clothing & Hygiene Center, and Social Servicesprogram. Provided daily basic needs and life necessities to homeless and financially burdened individuals and families. Campus is home to aninfant, toddler, and preschool Head Start program.


Date: Time: Page:




1377 - Women's Center - Youth & Family ServicesIDIS Activity:

Project: 0022 - Women's Center - Youth & Family ServicesPGM Year: 2013

Description:

Battered and Abused Spouses (05G)Matrix Code:Availability/accessibilityCreate suitable living environmentsObjective:

Outcome:Completed 4/30/2014 12:00:00 AM620 N San Joaquin St Stockton, CA 95202-2030


Status:Location:

Funds to be used for non-staff operational costs for services to the homeless.


Financing


EN $27,004.00 $27,004.00 $27,004.00$27,004.00 $27,004.00 $27,004.00


Number assisted:


Hispanic

0

6

0

0

0

1

0

0

0

0

0

0

21

28


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


13712414

630392

930

000000000000

000000000000

0 0 391



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person35232

34

39199.0%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2013 Funds were used for the operation of DAWN House, a shelter vor victims of Domestic Violence and their children, and for Opportunity House, a

Transitional Living Program for homeless youth ages 16-22.


Date: Time: Page:




1378 - ER1143 2015 Hammertown DrIDIS Activity:

Project: 0006 - Emergency Repair ProgramPGM Year: 2013

Description:


Outcome:Canceled 12/11/2013 2:37:31 PM2015 Hammertown Dr Stockton, CA 95210-4144


Status:Location:

Replacing roof & gutters, installing ramp for wheelchair & grab bars in bathroom. Repairing and replacing doors. Concrete driveway & garage floor replacement. Installing smoke & carbon monoxide detectors.


FinancingNo data returned for this view. This might be because the applied filter excludes all data.


Number assisted:


Hispanic

0

0

0

0

0

00

0

0

0White: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:

OwnerTotal Hispanic

0 00 0

0 00 00 00 00 00 00 00 0


00

00

0 00 00 00 00 00 00 00 0


000000000

0000000000

0000000000


Date: Time: Page:




0

0

00Total:

Asian/Pacific Islander:Hispanic:

0 0

0 00 0

0

0 00 0

0

000

00

0 0 0


Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person00000



Date: Time: Page:




1379 - CRF159 310 S Center StreetIDIS Activity:


Description:



Outcome:Completed 2/26/2014 12:00:00 AM310 S Center St Stockton, CA 95203-3401


Status:Location:

Facade improvements to be made to a commercial building in downtown Stockton in order to renovate the exterior.


Financing


EN $29,000.00 $29,000.00 $29,000.00$29,000.00 $29,000.00 $29,000.00


Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2013 Facade improvements completed.


Date: Time: Page:




1380 - MLP017 Nu-Glass SystemsIDIS Activity:


Description:


Outcome:Completed 1/28/2014 12:00:00 AM4119 Coronado Ave Stockton, CA 95204-2336


Status:Location:

The purpose of this loan is to expand the business.


Financing


EN $9,975.00 $9,975.00 $9,975.00$9,975.00 $9,975.00 $9,975.00


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

0

0


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


1000000000

000000000000

000000000000

0 0 1



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person10001

100.0%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2013 Funds used to expand business and hire additional worker.


Date: Time: Page:




1382 - ER1145 105 Whitburn CtIDIS Activity:

Project: 0006 - Emergency Repair ProgramPGM Year: 2013

Description:


Outcome:Open105 Whitburn Ct Stockton, CA 95210-1948


Status:Location:

Replacing windows, damaged doors, repairing tub & shower wall suurounds & plumbing, installing grab bars, repairing heat & AC ductwork, replacing deteriorated kitchen plumbing andappliances. Installing code required G.F.I.C.outlets and smoke & carbon monoxide detectors.


Financing


RL $24,000.00 $21,735.82 $21,735.82$24,000.00 $21,735.82 $21,735.82


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

0

0


Total:


OwnerTotal Hispanic

1 10 0

1 1

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


00000000000

100000000000

100000000000

1 1 0


Date: Time: Page:





Income Category:

Low ModModerate

Extremely Low


Owner00101

100.0%

Renter00000

Total00101

100.0%

Person00000

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2013


Date: Time: Page:




1385 - Cold Weather ShelterIDIS Activity:

Project: 0007 - Cold Weather ShelterPGM Year: 2013

Description:

Operating Costs of Homeless/AIDSPatients Programs (03T)


Outcome:Completed 6/30/2014 12:00:00 AM333 W Mathews Rd French Camp, CA 95231-9757


Status:Location:

Stockton Shelter for the Homeless operates an overflow shelter during the winter months out at the Artesi II Migrant Farmworker Family Center. City of Stockton CDBG funds will be used to fund this cold weather shelter.


Financing


EN $10,133.17 $10,133.17 $10,133.17$10,133.17 $10,133.17 $10,133.17


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

56

56


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


5827

115304010

000000000000

000000000000

0 0 100



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person100

000

100100.0%

Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2013 Cold Weather Shelter is provided during the coldest winter months to allow the homeless some protection from harsh weather.


Date: Time: Page:




1386 - Tender Hands Safe HavenIDIS Activity:

Project: 0023 - Tender Hands Safe HavenPGM Year: 2013

Description:

Battered and Abused Spouses (05G)Matrix Code:Availability/accessibilityCreate suitable living environmentsObjective:

Outcome:Open1350 W Robinhood Dr Ste 18 Stockton, CA 95207-5519


Status:Location:

Funds to be used for non-staff operational costs for services to the homeless.


Financing


EN $5,078.00 $0.00 $0.00$5,078.00 $0.00 $0.00


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

0

0


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


0000000000

000000000000

000000000000

0 0 0



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person00000



Date: Time: Page:




1387 - HR1121 4223 Round Valley CiIDIS Activity:


Description:

Rehab; Single-Unit Residential (14A)Matrix Code:AffordabilityProvide decent affordable housingObjective:

Outcome:Open4223 Round Valley Cir Stockton, CA 95207-5224


Status:Location:

Replacing damaged floor coverings, damaged doors, rain gutters. Replacing defective electrical fixtures, smoke detectors, repairing kitchen cabinets, and replacing rear concrete patio. Lead paint abatement. Plumbing repairs in both bathrooms and kitchen. Painting the complete interior and repaired areas on the exterior siding. Adding attic insulation and providing a clear termite report.


Financing


RL $39,919.00 $598.00 $598.00$39,919.00 $598.00 $598.00


Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0White: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:

OwnerTotal Hispanic

0 00 0

0 00 00 00 00 00 00 00 00 0


00

00

0 00 00 00 00 00 00 00 00 0


0000000000

00000000000

00000000000


Date: Time: Page:




0 00Total:

Hispanic:

0 0

0 0

0

0 0

0

0 0

0 0 0


Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person00000



Date: Time: Page:




1388 - MLP018 Custom K-9's Mobile GroomingIDIS Activity:


Description:

Micro-Enterprise Assistance (18C)Matrix Code:Availability/accessibilityCreate economic opportunitiesObjective:

Outcome:Open1580 Report Ave Stockton, CA 95205-3027

National Objective: LMJ

Status:Location:

Purchase equipment, trailer, fixtures and supplies for a start-up business.


Financing


EN $30,000.00 $17,628.03 $17,628.03$30,000.00 $17,628.03 $17,628.03

Proposed AccomplishmentsJobs : 2

Number assisted:


Hispanic

0

0

0

0

0

0

0

0

0

0

0

0

0

0


Total:


OwnerTotal Hispanic

0 00 0

0 0

0 00 00 00 00 00 00 00 00 00 0


00

0

00

0 00 00 00 00 00 00 00 00 00 0

0


0000000000

000000000000

000000000000

0 0 0



Date: Time: Page:




Income Category:

Low ModModerate

Extremely Low


Owner00000

Renter00000

Total00000

Person00000



Date: Time: Page:




1389 - Downtown Incentive Program 331 E WeberIDIS Activity:


Description:



Outcome:Completed 7/29/2014 12:00:00 AM331 E Weber Ave Stockton, CA 95202-2707


Status:Location:

Assist businesses located in the downtown area with payment of permit fees to eliminate blight and encourage economic reuse of downtown structures that have been vacant.


Financing


EN $30,000.00 $30,000.00 $30,000.00$30,000.00 $30,000.00 $30,000.00


Annual AccomplishmentsYears Accomplishment Narrative # Benefitting2013 Facade grant to downtown business that covered permit fees for renovation.


Date: Time: Page:




$6,736,078.37

$4,568,246.77$6,067,447.95

Total Funded Amount:

Total Drawn In Program Year:Total Drawn Thru Program Year:


Appendix H – PR06, PR23

IDIS U.S. DEPARTMENT OF HOUSING AND URBANDEVELOPMENT

OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT

PR06 - Summary of Consolidated Plan Projects for ReportYear

DATE: 9/24/2014

TIME: 1:33:28 PM

PAGE: 1/3

1/3

PlanYear

IDISProject Project Title and Description Program Metrics Project

EstimateCommited

Amount

Amount DrawnThru Report

Year

AmountAvailable to

Draw

AmountDrawn in

Report Year2013 1

2

3

5

6

7

8

9

10

11

12

13

CDBG Administration

Code Enforcement

CDBG Housing Program Operations

San Joaquin Fair Housing

Emergency Repair Program

Cold Weather Shelter

CDBG Housing Program

Second Harvest Food Bank

Emergency Food Bank - Mobile Farmers Market

Emergency Food Bank - Farm to Family

Disability Resource Agency for Independent Living

Community Center for the Blind

Administration of the CDBG program includingstaff and operational costs of oversight andmanagement.Proactive code enforcement program focused onlow and moderate income areas including citydesignated "Safe Neighborhoods and "CDBGTarget" neighborhoods. The City of Stocktonallocates CDBG funds annually to pay a portion ofthe salary costs associated with code enforcementactivities.Staff and service delivery costs associated withimplementation of various housing programs.This activity supports the local fair housing officewhich provides services in the form oftenant/landlord education and mediation.Funds provided for the repair of immediate healthand safety conditions which present a danger tothe occupants of the home. Loans are availablefor owner occupied single family homes.Stockton Shelter for the Homeless operates anoverflow shelter during the winter months out atthe Artesi II Migrant Farmworker Family Center.City of Stockton CDBG funds will be used to fundthis cold weather shelter.CDBG funds will be provided for through variousCity housing programs for the improvement of lowand moderate income housing city-wide. TheMulti-Family Housing Program will be available toassist in the rehabilitation or the development oflow and moderate housing.Second Harvest Food Bank will distribute food to21,000 low-income residents of Stockton.Funds to be used for the Mobile Farmers' Marketprogram to distribute fresh fruits & vegetables.Two mobile vans visit over 55 low-income sitesreaching well over 2,000 participants each month.Funds to be used for the Farm to Family program.Produce obtained through this program isdistributed through the Food Bank's programs andto other programs that serve the low-incomeand/or homeless.Funds will be used for consstruction of wheelchairramps and the installation of grab bars and handrails at the homes of low-income persons.Funds to be used for assistive technology,orientation and mobility programs for the blind andvisually impaired.

CDBG

CDBG

CDBG

CDBG

CDBG

CDBG

CDBG

CDBG

CDBG

CDBG

CDBG

CDBG

$584,918.00 $684,918.00 $533,345.84 $151,572.16 $533,345.84

$389,982.00 $389,982.00 $321,417.27 $68,564.73 $321,417.27

$464,600.00 $504,519.00 $225,416.99 $279,102.01 $225,416.99

$160,000.00 $160,000.00 $107,500.43 $52,499.57 $107,500.43

$150,000.00 $24,000.00 $21,735.82 $2,264.18 $21,735.82

$25,000.00 $10,133.17 $10,133.17 $0.00 $10,133.17

$874,215.00 $97,700.00 $0.00 $97,700.00 $0.00

$35,000.00 $35,000.00 $35,000.00 $0.00 $35,000.00

$11,500.00 $11,500.00 $0.00 $11,500.00 $0.00

$18,500.00 $18,500.00 $0.00 $18,500.00 $0.00

$10,000.00 $10,000.00 $0.00 $10,000.00 $0.00

$10,000.00 $10,000.00 $4,402.82 $5,597.18 $4,402.82




DATE: 9/24/2014

TIME: 1:33:28 PM

PAGE: 2/3

2/3

PlanYear


EstimateCommited

Amount


Year

AmountAvailable to

Draw

AmountDrawn in

Report Year2013 14

15

16

17

18

19

20

21

22

23

24

25

26

27

Debt Service - Section 108 Loan Repayment

SJC Human Services Agency

New Directions

Stockton Shelter for the Homeless

Facade Improvement Program

Micro-Business Loan Pool

Emergency Grant Program

St. Mary's Interfaith

Women's Center - Youth & Family Services

Tender Hands Safe Haven

HOME Administration

Stockton House

HOME Housing Loans

CHDO Set-Aside Funds

The City of Stockton received a Section 108 Loanthat was used for the development of the HotelStockton, the Downtown Cineplex, Weber BlockPlaza (Dean DeCarli Square), and the MercyCharities affordable housing development.Funds to be used for continuation of a program todistribute meals to home-bound seniors.Funds to be used for installation of an elevator in arefurbished two story building for ADA compliance.Funds to be used for future replacements andrepairs to the nine bathrooms at the family shelter.Rehabilitation of commercial properties in eligibletarget areas including facade improvements.Eligible areas include the WaterfrontRedevelopment Project Area, El Dorado Streetbetween Harding Way and Park Street, CaliforniaStreet between Harding Way and Park Street, EastMain Street between Wilson Way and Highway 99,Fremont Street between Ryde Avenue andInterstate 5, Charter Way between Interstate 5 andAirport Way, and Airport Way between CharterWayFunds will be used to assist small businesses startor expand.Funds will be used to provide loans to businessesto correct Code violations or other life, health orsafety issues.St. Mary's Interfaith will distribute food to 482,061low-income residents of Stockton.Funds to be used for non-staff operational costs forservices to the homeless.Funds to be used for non-staff operational costs forservices to the homeless.Administration of the HOME program includingoversight, management, and capacity building.Delivery costs associated with implementation ofspecific housing programs and projects. Thisincludes staff time spent reviewing agreements,newsletters, and general technical assistanceprovided to HOME projects.HOME funds will be used to provide financialassistance for the rehabilition or development oflow income housing on a city-wide basis. TheHousing Rehabilitation Program will be available tosingle family homeowners to make repairs to theirresidences.Set aside funds as required by HUD HOMEregulations for housing activities owned, developedand/or approved by qualified Community HousingDevelopment Organizations (CHDO).

CDBG

CDBG

CDBG

CDBG

CDBG

CDBG

CDBG

CDBG

CDBG

CDBG

HOME

HOME

HOME

HOME

$2,182,991.00 $2,182,991.00 $2,182,991.00 $0.00 $2,182,991.00

$10,000.00 $10,000.00 $10,000.00 $0.00 $10,000.00

$55,000.00 $0.00 $0.00 $0.00 $0.00

$30,000.00 $0.00 $0.00 $0.00 $0.00

$350,000.00 $59,000.00 $59,000.00 $0.00 $59,000.00

$125,000.00 $39,975.00 $27,603.03 $12,371.97 $27,603.03

$15,000.00 $0.00 $0.00 $0.00 $0.00

$42,315.00 $42,315.00 $42,315.00 $0.00 $42,315.00

$27,004.00 $27,004.00 $27,004.00 $0.00 $27,004.00

$5,078.00 $5,078.00 $0.00 $5,078.00 $0.00

$123,599.00 $123,599.00 $74,397.14 $49,201.86 $44,210.21

$111,599.00 $0.00 $0.00 $0.00 $0.00

$1,980,027.00 $2,199,056.22 $25,038.90 $2,174,017.32 $25,038.90

$167,399.00 $0.00 $0.00 $0.00 $0.00




DATE: 9/24/2014

TIME: 1:33:28 PM

PAGE: 3/3

3/3

PlanYear


EstimateCommited

Amount


Year

AmountAvailable to

Draw

AmountDrawn in

Report Year2013 28 ESG13 Shelter, Homeless Prevention, & Rapid

Re-HousingNon-staff operational costs for organizations thatprovide services to the homeless. Funds will beprovided to Gospel Center Rescue Mission, Havenor Peace, and Sstockton Shelter for the Homeless.

HESG $226,383.00 $226,383.00 $77,628.65 $148,754.35 $77,628.65

U.S. Department of Housing and Urban DevelopmentOffice of Community Planning and Development

Integrated Disbursement and Information System

DATE:

TIME: PAGE: 1

13:43

09-24-14

CDBG Summary of AccomplishmentsProgram Year: 2013

STOCKTON

Activity Group Activity Category f MetricsUnderwayCount

UnderwayActivities

DisbursedCompleted

Count

CompletedActivities

DisbursedProgram Year

CountTotal Activities

Disbursed


Housing

Public Facilities and Improvements

Public Services

General Administration andPlanning

Repayment of Section 108 Loans

Grand Total

Rehab; Publicly or Privately-OwnedCommercial/Industrial (14E)Micro-Enterprise Assistance (18C)Total Economic DevelopmentRehab; Single-Unit Residential (14A)Rehabilitation Administration (14H)Code Enforcement (15)Total HousingHomeless Facilities (not operatingcosts) (03C)Total Public Facilities andImprovementsOperating Costs of Homeless/AIDSPatients Programs (03T)Public Services (General) (05)Battered and Abused Spouses (05G)Fair Housing Activities (if CDGS, thensubject to 15% cap) (05J)Food Banks (05W)Total Public ServicesGeneral Program Administration (21A)Total General Administration andPlanningPlanned Repayment of Section 108Loan Principal (19F)Total Repayment of Section 108Loans

0

0

000

0

0

000

0

0

0

1 $75,880.00 7 $163,459.59 8 $239,339.59

1 $17,628.03 5 $95,390.97 6 $113,019.002 $93,508.03 12 $258,850.56 14 $352,358.594 $23,255.82 3 $70,708.25 7 $93,964.071 $224,818.99 2 $60,353.43 3 $285,172.421 $321,417.27 1 $48,079.34 2 $369,496.616 $569,492.08 6 $179,141.02 12 $748,633.10

1 $304,248.97 1 $29,900.00 2 $334,148.97

1 $304,248.97 1 $29,900.00 2 $334,148.97

0 $0.00 2 $22,763.84 2 $22,763.84

1 $4,402.82 5 $91,320.11 6 $95,722.931 $0.00 1 $27,004.00 2 $27,004.00

1 $107,500.43 1 $60,013.82 2 $167,514.25

2 $0.00 4 $58,000.00 6 $58,000.005 $111,903.25 13 $259,101.77 18 $371,005.021 $533,345.84 1 $45,764.25 2 $579,110.09

1 $533,345.84 1 $45,764.25 2 $579,110.09

0 $0.00 1 $2,182,991.00 1 $2,182,991.00

0 $0.00 1 $2,182,991.00 1 $2,182,991.00

15 $1,612,498.17 34 $2,955,748.60 49 $4,568,246.77

Count of CDBG Activities with Disbursements by Activity Group & Matrix Code



DATE:

TIME: PAGE: 2

13:43

09-24-14


STOCKTON

Activity Group Matrix Code Accomplishment Type MetricsOpen Count Completed Count

Program YearTotals


Housing

Public Facilities andImprovements

Public Services

Grand Total

Rehab; Publicly or Privately-OwnedCommercial/Industrial (14E)Micro-Enterprise Assistance (18C)

Total Economic DevelopmentRehab; Single-Unit Residential (14A)Rehabilitation Administration (14H)Code Enforcement (15)Total HousingHomeless Facilities (not operating costs) (03C)Total Public Facilities and ImprovementsOperating Costs of Homeless/AIDS PatientsPrograms (03T)Public Services (General) (05)Battered and Abused Spouses (05G)Fair Housing Activities (if CDGS, then subject to15% cap) (05J)Food Banks (05W)Total Public Services

Business

BusinessJobs

Housing UnitsHousing UnitsHousing Units

Public Facilities

Persons

PersonsPersonsPersons

Persons

1 7 8

0 12 120 0 01 19 202 3 51 2 3

115,022 113,801 228,823115,025 113,806 228,831

0 2,425 2,4250 2,425 2,425

0 477 477

37 541,035 541,0720 391 391

876 550 1,426

94,874 297,597 392,47195,787 840,050 935,837

210,813 956,300 1,167,113

CDBG Sum of Actual Accomplishments by Activity Group and Accomplishment Type



DATE:

TIME: PAGE: 3

13:43

09-24-14


STOCKTON

CDBG Beneficiaries by Racial / Ethnic Category

Housing-Non Housing RaceSource Type(for FundingFact Source)

MetricsTotal Persons

Total HispanicPersons Total Households

Total HispanicHouseholds

Housing

Non Housing

Grand Total

WhiteBlack/African AmericanAsianOther multi-racialTotal HousingWhiteBlack/African AmericanAsianAmerican Indian/Alaskan NativeNative Hawaiian/Other Pacific IslanderAmerican Indian/Alaskan Native & WhiteAsian & WhiteBlack/African American & WhiteAmer. Indian/Alaskan Native & Black/AfricanAmer.Other multi-racialTotal Non HousingWhiteBlack/African AmericanAsianAmerican Indian/Alaskan NativeNative Hawaiian/Other Pacific IslanderAmerican Indian/Alaskan Native & WhiteAsian & WhiteBlack/African American & WhiteAmer. Indian/Alaskan Native & Black/AfricanAmer.Other multi-racialTotal Grand Total

MCMCMCMC

MCMCMCMCMCMCMCMCMC

MC

MCMCMCMCMCMCMCMCMC

MC

0 0 2 10 0 1 00 0 1 00 0 4 10 0 8 2

354,038 201,092 0 0168,942 41 0 016,431 14 0 05,481 3 0 0

59 1 0 015 0 0 09 0 0 0

35 0 0 0

3 0 0 0

790 56 0 0545,803 201,207 0 0594,658 318,442 2 1236,379 1,891 1 027,601 576 1 08,764 44 0 03,037 33 0 01,632 80 0 0

811 0 0 04,467 482 0 0

1,333 74 0 0

59,592 883 4 1938,274 322,505 8 2



DATE:

TIME: PAGE: 4

13:43

09-24-14


STOCKTON

Income Levels ST MetricsOwner Occupied Renter Occupied Persons

Housing

Non Housing

Extremely Low (<=30%)Low (>30% and <=50%)Mod (>50% and <=80%)Total Low-ModNon Low-Mod (>80%)Total BeneficiariesExtremely Low (<=30%)Low (>30% and <=50%)Mod (>50% and <=80%)Total Low-ModNon Low-Mod (>80%)Total Beneficiaries

MCMCMCMCMCMCMCMCMCMCMCMC

0 0 01 0 02 0 03 0 00 0 03 0 00 0 513,9000 0 27,2700 0 710 0 541,2410 0 540 0 541,295

CDBG Beneficiaries by Income Category


Appendix I – PR91


Integrated Disbursement and Information SystemPR91 - ESG Financial Summary

DATE: TIME: PAGE: 1

13:4609-24-14

STOCKTON, CA2013

Grant Number Total GrantAmount

Total FundsCommitted

Total FundsAvailable to

Commit% of Grant Funds

Not CommittedGrant Funds

Drawn% of Grant Funds

Drawn Available to Draw% Remaining to

DrawE13MC060026 $226,383.00 $226,383.00 $0.00 0.00% $114,265.53 50.47% $112,117.47 49.53%

ESG Program Level Summary

Activity Type Total Committedto Activities

% of GrantCommitted Drawn Amount % of Grant Drawn

Street OutreachShelterHomeless PreventionRapid Re-HousingData Collection (HMIS)AdministrationFunds Not CommittedFunds Remaining to DrawTotal

$0.00 0.00% $0.00 0.00%$99,863.00 44.11% $72,696.32 32.11%$84,000.00 37.11% $33,670.00 14.87%$36,000.00 15.90% $2,117.00 0.94%

$0.00 0.00% $0.00 0.00%$6,520.00 2.88% $5,782.21 2.55%

$0.00 0.00% $0.00 0.00%$0.00 0.00% $112,117.47 49.53%

$226,383.00 100.00% $226,383.00 100.00%

ESG Program Components



DATE: TIME: PAGE: 2

13:4609-24-14

STOCKTON, CA2013

Grant NumberDraws to Date

HUD ObligationDate

ExpenditureDeadline

Days Remainingto Meet

Requirement DateExpenditures

RequiredE13MC060026 $114,265.53 08/21/2013 08/21/2015 331 $112,117.47

24-Month Grant Expenditure Deadline

Grant Amount: $226,383.00

All of the recipient’s grant must be expended for eligible activity costs within 24 months after the date HUD signs the grant agreement with the recipient. Expenditure means either an actual cash disbursement for adirect charge for a good or service or an indirect cost or the accrual of a direct charge for a good or service or an indirect cost. This report uses draws in IDIS to measure expenditures. HUD allocated Fiscal Year2011 ESG funds in two allocations. For FY2011, this Obligation Date is the date of the first allocation.This report does not list the Obligation Date, does not calculate the Expenditure Deadline, and does not trackthe Days Remaining for the FY 2011 second allocation.

Amount Committed toShelter

Amount Committed toStreet Outreach

Total Amount Committedto Shelter and Street

Outreach% Committed to Shelter

and Street Outreach

2010 Funds Committed toHomeless Assistance

ActivitiesTotal Drawn for Shelter and

Street Outreach% Drawn for Shelter and

Street Outreach$99,863.00 $0.00 $99,863.00 44.11% $184,195.00 $72,696.32 32.11%

60% Cap on Emergency Shelter and Street OutreachThe cap refers to the total amount of the recipient’s fiscal year grant, allowed for emergency shelter and street outreach activities, is capped at 60 percent. This amount cannot exceed the greater of: (1) 60% of theoverall grant for the year; or, (2) the amount of Fiscal Year 2010 ESG funds committed for homeless assistance activities.



DATE: TIME: PAGE: 3

13:4609-24-14

STOCKTON, CA2013

ESG Draws By Month (at the total grant level):Grant Amount: 226,383.00

Quarter End Date Draws for theQuarter

Draws to Date atthe End of the

Quarter% Drawn for the

Quarter% Drawn to Dateat End of Quarter

09/30/201312/31/201303/31/201406/30/201409/30/2014

$0.00 $0.00 0.00% 0.00%$0.00 $0.00 0.00% 0.00%

$2,009.77 $2,009.77 0.89% 0.89%$75,618.88 $77,628.65 33.40% 34.29%$36,636.88 $114,265.53 16.18% 50.47%

ESG Draws By Quarter (at the total grant level):



DATE: TIME: PAGE: 4

13:4609-24-14

STOCKTON, CA2013

ESG Subrecipient Commitments and Draws by Activity Category :Subecipient Activity Type Committed Drawn

STOCKTON

ShelterHomeless PreventionRapid Re-HousingAdministrationTotalTotal Remaining to be DrawnPercentage Remaining to be Drawn

$99,863.00 $72,696.32$84,000.00 $33,670.00$36,000.00 $2,117.00

$6,520.00 $5,782.21$226,383.00 $114,265.53

$112,117.4749.53%



DATE: TIME: PAGE: 5

13:4609-24-14

STOCKTON, CA2013

ESG Subrecipients by Activity CategoryActivity Type SubecipientShelterHomeless PreventionRapid Re-HousingAdministration

STOCKTONSTOCKTONSTOCKTONSTOCKTON


Appendix J – PR83, PR84 and PR85

IDIS - PR83 U.S. Department of Housing and Urban Development DATE: 09-24-14 TIME: 13:51Office of Community Planning and Development PAGE: 1Integrated Disbursement and Information System

CDBG Performance Measures ReportProgram Year STOCKTON,CA

Public Facilities and Infrastructure

Create Suitable Living Provide Decent Housing Create Economic Opportunities TotalAccess Afford Sustain Access Afford Sustain Access Afford Sustain

Number of Persons Assisted with new access to a facility

with improved access to a facility

with access to a facility that is no longer substandard

Totals :

Number of Households Assisted with new access to a facility

with improved access to a facility

with access to a facility that is no longer substandard

Totals :

0 0 0 0 0 0 00 0 0

0 0 0 0 0 0 00 0 0

0 0 0 0 0 0 00 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0

0 0 0

0 0 0

0 0 0 0 0 0 0 0 0 0

0 0 0 0 0 0 00 0 0

Public Services


Number of Persons Assisted with new (or continuing) access to a service

with improved (or continuing) access to a service

with new access to a service that is no longer substandard

Totals :

635,291 0 109,834 876 0 0 0 0 0 746,001

0 0 0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0 0 0

635,291 0 109,834 876 0 0 0 0 0 746,001



Number of Households Assisted with new (or continuing) access to a service

with improved (or continuing) access to a service

with new access to a service that is no longer substandard

Totals :

0 0 0 0 0 0 00 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0

0 0 0

0 0 0 0 0 0 00 0 0

Public Services (continued)




Total Number of Businesses Assisted

Of Total0 0 0 0 0 0 60 0 6

New businesses assisted

Existing businesses assisted

Number of business facades/buildings rehabilitated

Assisted businesses that provide a good or service to service area/neighborhood/community

0 0 0 0 0 0 1

0 0 0 0 0 0 5

0 0 0 0 0 0 4

0 0 0 0 0 0 5

0 0 1

0 0 5

0 0 4

0 0 5 Total Number of Jobs Created

Officials and Managers Types of Jobs Created

0 0 0 0 0 0 00 0 0

0 0 0 0 0 0 00 0 0



Professional

Technicians

Sales

Office and Clerical

Craft Workers (skilled)

Operatives (semi-skilled)

Laborers (unskilled)

Service Workers

Of jobs created, number with employer sponsored health care benefits

Number unemployed prior to taking jobs

Total Number of Jobs Retained

Types of Jobs Retained Officials and Managers

Professional

0 0 0 0 0 0 00 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

Economic Development (continued)




Economic Development (continued)


Technicians

Sales0 0 0 0 0 0 00 0 0

Office and Clerical

Craft Workers (skilled)

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0

0 0 0

0 0 0

Operatives (semi-skilled)0 0 0 0 0 0 00 0 0

Laborers (unskilled)0 0 0 0 0 0 00 0 0

Service Workers0 0 0 0 0 0 00 0 0

Of jobs retained, number with employer sponsored health care benefits

Acres of Brownfields Remediated0 0 0 0 0 0 00 0 0

0 0 0 0 0 0 20 0 2



Rehabilitation of Rental Housing


Total LMH* units

Made 504 accessible Of Total, Number of Units

Total SB*, URG units0 0 0 0 0 0 00 0 0

0 0 0 0 0 0 00 0 0

0 0 0 0 0 0 00 0 0

0 0 0 0 0 00 0 00 Brought from substandard to standard condition

Created through conversion of non-residential to residential buildings

Qualified as Energy Star0 0 0 0 0 0 00 0 0

Brought to lead safety compliance

Affordable

Number subsidized by another federal, state, local program Of Affordable Units

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0

0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0

0 0 0 Number occupied by elderly

Number of years of affordability

Average number of years of affordability per unit

Number designated for persons with HIV/AIDS

0 0 0 0 0 0 0

0 0 0 0 0 00

0 0 0

0 0 0

0 0 0 0 0 00 0 0 0

0 0 0 0 0 0 00 0 0



Of those, number for the chronically homeless

Number of permanent housing units for homeless persons and families


0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0

0 0 0

0 0 0

Rehabilitation of Rental Housing (continued)


Construction of Rental Housing


Total LMH* units

504 accessible units Of Total, Number of

Total SB*, URG units

Units qualified as Energy Star

Affordable units

Of Affordable Units Number occupied by elderly

Years of affordability


0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0 0 0 0 00 0 0



Construction of Rental Housing (continued)


Number subsidized with project based rental assistance by another federal, state, or local program0 0 0 0 0 0 00 0 0

Number designated for persons with HIV/AIDS0 0 0 0 0 0 00 0 0

Of those, the number for the chronically homeless0 0 0 0 0 0 00 0 0

Number of permanent housing units for homeless persons and families

Of those, the number for the chronically homeless0 0 0 0 0 0 00 0 0

0 0 0 0 0 0 00 0 0



Owner Occupied Housing Rehabilitation


Total LMH* units


Of Total, Number of Units Occupied by elderly

Brought from substandard to standard condition

Qualified as Energy Star

Brought to lead safety compliance

Made accessible

Homebuyer Assistance

Total Households Assisted

Of Total: Number of first-time homebuyers

Of those, number receiving housing counseling

Number of households receiving downpayment/closing costs assistance


0 0 0 2 1 0 30 0 0

0 0 0 0 0 0 0

0 0 0 2 0 0 2

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0

0 0 0

0 0 0

0 0 0



Development of Homeowner Housing


Total LMH* units

Affordable units Of Total, Number of


Years of affordability


Units qualified as Energy Star

504 accessible units

Units occupied by households previously living in subsidized housing

Of Affordable Units

Number designated for persons with HIV/AIDS


Number of housing units for homeless persons and families


Number occupied by elderly

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0 0 0 0 00 0 0



Housing Subsidies

Total Number of Households

Of Total: Number of households receiving short-term rental assistance (< = 3 months)

Number of households assisted that were previously homeless

Of those, number of chronically homeless households


Shelter for Homeless Persons

Number of beds created in overnight shelter/other emergency housing

Number of homeless persons given overnight shelter


Homeless Prevention

Number of Persons Assisted that received emergency financial assistance to prevent homelessness

that received emergency legal assistance to prevent homelessness


0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0 0 0 0 0

491 0 0 0 0 0 491

0 0 0

0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0

0 0 0


CDBG Strategy Area, CFDI, and Local Target Area ReportSTOCKTON,CA

Program Year 2013

0000

0000000

Totals for all Areas

Number of new businesses assistedNumber of existing businesses assistedNumber of jobs created or retained in areaAmount of funds leveragedNumber of LMI persons assisted By direct benefit activities By area benefit activitiesNumber of LMI households assistedNumber of acres of brownfields remediatedNumber with new access to public facilities/improvementsNumber of business facades/buildings rehabilitatedSlum/blight demolition


Integrated Disbursement and Information SystemRental , Homebuyer , Homeowner Rehab

Date: 09-24-14 Time: 14:08 Page: 1

IDIS - PR85

Housing Performance Report -

ProgramDate Range

Housing Performance Report - NationalHousing Performance Report - Field Office :Housing Performance Report - ,

Rental , Homebuyer , Homeowner Rehab09/30/2014

Home Tenure Type 10/1/2013

0 0 0Suitable Living

Decent Housing

Economic Opportunity

Outcomes

Units $0.00

Units $

0.00

0.00

0 0 0

0 0 0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

Units $0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0

0

0

0

0

0

0

0

0

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.000 0 00.00 0.000 0 00.00 0.00 0.000 0 00.00 0.00 0.000 0 00.00 0.00 0.00

Objectives

Total by Outcome

Total by ObjectiveAvailability / Accessibility Affordability SustainabilityUnits $

0

0

0

0.00

0.00

0.00

0 0.00

0

0

0

0.00

0.00

0.00

0 0.00

0

0

0

0.00

0.00

0.00

0 0.00

0

0

0

0.00

0.00

0.00

0 0.00

0

0

0

0.00

0.00

0.00

0 0.00

0

0

0

0.00

0.00

0.00

0 0.00

# of Total Units

0

0

0

0.00

0.00

0.00

0 0.00

0

0

0

0.00

0.00

0.00

0 0.00

Of the Total Units,Brought to Property

Standardthe # occupied by

Households <= 80% AMIUnits $ Units $


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