Consolidated Annual Performance And Evaluation Report …cms.cityoftacoma.org/cedd/Cons_Plan/Final_CAPER_2009-2010.pdfHousing and Community Development using CDBG, HOME or ESG Funds

City of Tacoma Tacoma Consortium

Consolidated Annual Performance And Evaluation Report

2009 – 2010

September 2010

Consolidated Annual Performance and Evaluation Report For the Program Year July 1, 2009 – June 30, 2010

Table of Contents

Introduction Page I. Progress of the Fifth Year of the 2005-2010 Consolidated Plan for

Housing and Community Development Funded with CDBG, HOME and/or ESG Funds

1

A. Assessment of the Fifth Year Goals and Objectives 2 Goal 1 Provide Decent Affordable Housing 2 Goal 2 Provide A Suitable Living Environment 9 Goal 3 Expand Economic Opportunities 11 B. Anti-Poverty Strategy 19 C. Affirmatively Furthering Fair Housing 19 D. Affordable Housing 24 E. Continuum of Care 26 F. Other Actions 29 G. Leveraging Resources 31 H. Citizen Comments 31 I. Self-Evaluation 32 II. Additional Narrative for CDBG Funded Recipients 34 III. Additional Narrative for HOME Funded Recipients 36 IV. Additional Narrative for HOPWA Funded Recipients 38 V. Additional Narrative for ESG Funded Recipients 38 VI. Public Participation Requirements 39 Appendix HUD Form 4949.3, Financial Summary of Grantee Performance Report

for Community Development Block Grant, including narrative summary

41

Total Federal Funds Available, Annual Expenditures and Geographic Distribution of Funds on Existing Activities

49

Integrated Disbursement and Information System (IDIS) Reports 56 Acronym Key 57 HUD Form 40107-A, HOME Match Report 59 HUD Form 40107, Annual Performance Report for HOME Funds 60

Consolidated Annual Performance and Evaluation Report For Program Year 2009 - 2010

Introduction The Consolidated Annual Performance and Evaluation Report (CAPER) summarizes progress made during the 2009-2010 program year in carrying out Tacoma’s and Lakewood’s five year Consolidated Plan for Housing and Community Development 2005-2010. The purpose of this report is to describe all the projects and activities that were recommended by the Human Services Commission (HSC), the Tacoma Community Redevelopment Authority (TCRA), the Tacoma-Pierce County Coalition for the Homeless and the Lakewood Citizen Advisory Board, and approved by the Tacoma City Council or the Lakewood City Council. The CAPER report then compares the projects with the objectives set forth in the last Annual Action Plan that began its fiscal year July 1, 2009 extending through June 30, 2010. The general purpose of the CAPER is to report progress on programs approved in the Annual Action Plan that supports the five year Consolidated Plan for Housing and Community Development that began on July 1, 2005. The CAPER addresses progress for three separate entitlement grant programs that are awarded annually to Tacoma and funded by the U.S. Department of Housing and Urban Development (HUD). They are the Community Development Block Grant (CDBG), the HOME Investment Partnership Act (HOME) and the Emergency Shelter Grant (ESG). The evaluation report is divided into five (5) parts addressing the following: (1) progress on goals and objectives of the Consolidated Plan during the past year; (2) requirements in the use of CDBG Entitlement Funds: (3) requirements in the use of HOME funds; (4) requirements in the use of ESG Funds; and (5) public participation requirements. The evaluation report may also look at a variety of other topics of importance to the City because the Consolidated Plan addresses a wide variety of services and initiatives that collectively improve the quality of life in Tacoma. The three primary goals of Tacoma’s and Lakewood’s Consolidated Plans are to: (1) provide decent housing for all residents of the community through ongoing support of a continuum of housing opportunities; (2) provide a suitable living environment through maintenance and improvement of existing neighborhoods, addressing service deficiencies and implementing the City’s growth and development concepts; and (3) expand economic opportunities by strengthening the downtown and making neighborhoods more livable for its residents, and through creation and retention of employment opportunities, especially for low and moderate income persons. Readers interested in learning more about Tacoma’s 2005-2010 Consolidated Plan for Housing and Community Development (Consolidated Plan) and the 2009-2010 Consolidated Annual Performance and Evaluation Report (CAPER) can get copies by contacting the Community and Economic Development Department, 253-591-5221.

2

I. Progress on the Fifth Year of the Five-Year (2005-2010) Consolidated Plan for Housing and Community Development using CDBG, HOME or ESG Funds

A. Assessment of the Fifth Year Goals and Objectives

In the Tacoma-Lakewood Consolidated Plan 2005 – 2010, there are goals and objectives listed in both the Five Year Strategic Plan and the Annual Action Plan. These goals and objectives direct funding to programs for each of the three HUD national objectives, as well as local set-asides for neighborhood and infrastructure improvements and public services. The following are the three primary goals, their objectives, and an assessment of their accomplishments during the program year.

Goal 1. Provide Decent Affordable Housing. The Consolidated Plan focuses its housing activities on providing decent housing for low-income renters and homeowners in the community. Activities include regulatory actions and expenditure of housing resources to address priority needs. The following six housing objectives provide direction for the provision of affordable housing to assist lower income persons in progressing along the housing continuum from emergency shelter to transitional housing to permanent rental housing and home ownership. Objective A: Preserve Existing Affordable Owner and Renter Housing Outcome Indicator: Number of households whose housing is brought up to code by major rehabilitation for the purpose of providing affordable housing. Accomplishments:

• TCRA operates four housing improvement programs under the umbrella of the Neighborhood Preservation Program (NPP). They include:

(1) The Comprehensive Rehabilitation Program (CRP). This program assists low-income homeowners up to 80% Area Median Income (AMI) with the rehabilitation of their homes to meet current building code and housing quality standards with loans up to $65,000. (2) The Housing Energy Program (HEP). This program allows low income homeowners up to 80% AMI the opportunity to update their homes for energy efficiency. Homeowners may borrow up to $25,000 to install insulation, windows, doors and other weatherization components. (3) The Moderate Rehabilitation Program (MRP) to assist low income homeowners up to 80% AMI with updating components of their home. Homeowners may borrow up to $25,000 in CDBG funds to make health and safety repairs to their home. (4) The Emergency Major Home Repair (EMHR) program. This program provides up to $10,000 of assistance to homeowners at or below 50% of the AMI. The assistance allows homeowners to repair or replace major components of the home, such as sewer or water lines, roofs, furnaces and electrical panels, which have failed.

3

• The Associated Ministries (AM) administers a volunteer program called Paint Tacoma-Pierce Beautiful. This program provides volunteer assistance in minor repair and exterior painting for seniors and disabled households with incomes of less than 50% the area median.

• The City of Tacoma maintains a balance of $10,000 in a Fire Sprinkler Program to assist apartment owners citywide to comply with the installation of fire sprinkler systems in low income multiple family units.

• The Metropolitan Development Council (MDC) administers a weatherization program along with their Minor Home Repair (MDC-MHR) program to assist homeowners and renters with minor repairs to ensure effective weatherization.

• MDC administers an Emergency Minor Home Repair (MDC-EMHR) program. This program provides emergency home repairs to senior and disabled homeowners at or below 50% of the AMI. Assistance is in the form of a grant and is available for up to $500 per program year to a homeowner.

• The City of Tacoma staff has worked with a variety of non-profits on project development and readiness to insure project feasibility, financial stability (during and post development) and to address compliance issues. Technical assistance has been provided to Intercommunity Mercy Housing (IMH), Homeownership Center of Tacoma (HCT), The Rescue Mission (TRM), Tacoma Housing Authority (THA), American Baptist Homes of the West, Catholic Community Services (CCS), Metropolitan Development Council (MDC), Korean Women’s Association (KWA), YWCA of Pierce County and the Tacoma/Pierce County Habitat for Humanity (HH)

• The City continues to work in partnership with the Sound Families Initiative, United Way of Pierce County (UWPC); Impact Capital (IC), Pierce County and a Joint Monitoring Task Force. City support includes participation in steering committees, project review and award committees and long-term monitoring and compliance. These sources of funding provide capital and services funding for permanent and transitional housing.

• The Consolidated Plan includes the City of Lakewood’s allocated HOME funds

for its Housing Rehabilitation Program overseen by the TCRA. In 2009-2010, $233,533 was set aside for homeowner rehabilitation in Lakewood. In addition, $173,532 was set aside for housing development projects.

4

Table: Summary of Program Assistance Provided in 2009-10 in Tacoma/Lakewood

Program / Project Number of Units Amt Expended Status Comprehensive Rehabilitation Prgm 1 house $ 65,000 Completed Emergency Major Home Repair 36 houses 227,423 Completed Home Energy Program 3 houses 55,000 Completed Moderate Rehabilitation Program 5 houses 125,000 Completed Paint Tacoma Beautiful 44 houses 71,170 Completed MDC Emergency Minor Repair 152 households 130,000 Completed MDC Minor Repair 52 houses 40,000 Completed TCRA – Lakewood Rehabilitation 5 houses 393,210 Completed

• The City continues to address lead-based paint issues in accordance with Title X

of the 1992 Housing and Community Development Act. The following practices and procedures are followed to address lead-based paint hazards:

(1) All owners of properties receiving up to $5,000 of federally-funded assistance

are provided a copy of the lead-based paint (LBP) pamphlet. If there is any work done on the property affecting paint surfaces, the surfaces are assumed to contain lead-based paint if the property was constructed prior to 1978, and safe work practices are followed. After work is completed, a notice to occupants is provided.

(2) All owners of properties receiving between $5,000 and $24,999 in federally

funded rehabilitation assistance are also provided with a copy of the LBP pamphlet. If the home was constructed prior to 1978, a LBP risk assessment is completed by a certified LBP firm. If the surfaces to be disturbed are determined to contain lead-based paint, interim controls are exercised. A notice to occupants is provided and clearance test performed by an EPA certified firm after the work is completed.

(3) All owners of properties receiving $25,000 or more in federally funded

rehabilitation assistance are provided with the LBP pamphlet. A written risk assessment is obtained from a certified risk assessor and the specifications for the work written to insure all deteriorated LBP surfaces are properly prepared and the necessary action taken to correct any deficiencies. A clearance test is performed by a certified firm after the work has been completed and the owner has received a notification of completion.

(4) All property acquisition financed with federal funds are inspected for lead-based paint hazards when the property in question was constructed prior to 1978. In addition, all rental properties are inspected on a regular basis for LBP hazards. (5) Several members of Community and Economic Development Department have received varying levels of training in LBP.

5

Objective B: Expand/Sustain Homeownership Opportunities Outcome Indicator: Number of households acquiring affordable housing through assistance programs for the purpose of providing decent affordable housing. Accomplishments:

• HCT constructs affordable housing in Tacoma’s Eastside and Hilltop neighborhoods and sells the newly constructed homes to low-income homebuyers. Federal funds are used to offset the cost of development with the affordable sales price of the home, as well as provide down payment assistance for the homebuyer. During the program year, TCRA awarded $306,075 to HCT for the continuation of their program.

• Habitat for Humanity (HH) uses federal funds to acquire and provide site improvements prior to the construction of single family housing by volunteers. The housing is sold to households at or below 50% of the median income. Habitat completed 12 houses at Larabee Terrace. Habitat has also completed infrastructure improvements on property in the West End and plans to complete construction of new homes by June 2011.

• TCRA administers a Down Payment Assistance (DPA) program for first-time homebuyers to help with the down payment, closing costs and to buy down interest rates. Applicant’s annual income must be no more than 80% of the Pierce County’s AMI. During the program year, TCRA utilized program income funding from the Washington State Housing Trust Fund (HTF), the Urban Development Action Grant (UDAG) and the Neighborhood Stabilization Program (NSP) fund to continue its DPA program.

• Tacoma received Neighborhood Stabilization Program (NSP) funding from the State of Washington. A portion of these funds were used in the DPA program as described above. The bulk of these funds were distributed to developers to expand homeownership opportunities to qualified homebuyers. Two agencies, Homeownership Center of Tacoma and the Tacoma Housing Authority are using the funds to acquire and rehabilitate foreclosed houses prior to reselling them to qualified homebuyers. A third developer, Habitat for Humanity acquired blighted property to develop into 13 units of homeownership housing.

The table on the following page lists projects providing homeownership opportunities that were reported as completed during the program year. In order for a project to be considered completed by the City, the house must not only have been constructed or rehabilitated, but the sale of the home to a qualified low-income homebuyer must have closed during the program year. The projects may have been fully or partially funded during earlier program years.

6

Table: Homeownership Opportunities Provided through Federal Assistance

Program # of Units Amount Expended Homeownership Center of Tacoma 4 (HOME)

5 (NSP) $ 543,111 $ 421,243

TCRA - Down Payment Assistance (Tacoma)

102 (UDAG) 24 (NSP)

$ 646,086 $ 449,686

TCRA – Down Payment Assistance (Lakewood)

7 $ 35,571

Tacoma/PC Habitat for Humanity 10 $ 360,616 Objective C: Support to Preserve Quality and Habitability of Rental Housing Outcome Indicator: Number of housing units that meet crime-free housing standards for the purposes of providing decent affordable housing. Accomplishments:

• The City of Tacoma maintains funds to provide relocation assistance and rent subsidies to lower-income tenants being displaced by code enforcement. During the past funding year, a total of 20 lower income households were assisted.

• The Korean Women’s Association has acquired the ownership interest in the Olympus Hotel, a 49 unit housing project in downtown Tacoma. KWA has acquired funding for rehabilitation of the units pending completion of the environmental review process. KWA anticipates beginning rehabilitation in the fall of 2010.

• THA has completed their housing portion of Area 3 under the HOPE VI program. This area includes 180 units of rental housing for households at or below 60% AMI. In the final area of Salishan, THA has begun construction of 90 units of affordable rental housing. The units are scheduled to be completed and occupied by mid 2011.

Objective D: Provide Assistance for a Continuum of Housing for Persons with Special Needs, Homeless Persons and People At Risk of Homelessness. Outcome Indicator: Number of households assisted with emergency shelter, transitional or permanent supportive housing units that are acquired, rehabilitated or constructed for the purpose of providing decent affordable housing.

Accomplishments:

• The agency, The Rescue Mission (TRM), was provided funding for development of a family shelter in Tacoma’s Oakland/Madrona neighborhood. TRM will complete construction in the fall of 2010. Adams Square Family Center will provide 20 beds in an emergency overnight shelter and 16 units of transitional housing.

• Catholic Community Services (CCS) completed construction of a permanent, supportive housing project at South 13th and G Street in Tacoma. Guadalupe Vista provides 51 units of rental housing, 38 units of which are set-aside for homeless families.

7

• The YWCA of Pierce County was provided $450,000 in CDBG-Recovery funding for rehabilitation of a 24-unit apartment complex, the Wilsonian Apartments. Following renovation, the YWCA will use the facility to replace their existing 55-bed facility. The Wilsonian Apartments will allow up to 76-beds of emergency shelter housing for households leaving a domestic violence situation.

• The following programs were also provided CDBG and/or ESG funding to operate housing assistance activities for the direct benefit of homeless, at-risk families and individuals, and persons with special needs. It is generally agreed the level of funding available to the City does not adequately address these significant needs.

Federally-funded Assistance to Homeless Families & Individuals / Special Needs

Program Amount Funded Benefit* CCS, Phoenix Housing $35,662 CDBG

22,000 ESG Provided housing and outreach to 237 adults and children.

LASA, Jump Start 10,000 CDBG Provided housing and outreach to 26 adults and children.

HHH, Emergency Housing 10,000 CDBG 12,000 ESG

Provided emergency housing for 125 homeless adults and children

KWA We Are Family 15,000 CDBG 10,000 ESG

Provided safe housing & case mgt for 116 victims of domestic violence

CCS, Tacoma Avenue Shelter 15,000 CDBG 10,000 ESG

Provided emergency housing for 792 homeless adults

PCAF, Housing Options 10,000 CDBG Provided housing support services for 253 individuals who are HIV positive.

SA, Emergency Family Lodge 15,000 CDBG Provided temporary housing & services for 864 homeless adults and children

SHS, Shared Housing Services 21,000 CDBG Provided 6,158 referrals matching home providers with lower income persons

TRM, New Life Square 40,000 CDBG 10,000 ESG

Provided emergency housing for 818 homeless adults.

WWEE Housing Bridge Program 43, 945 CDBG Provided housing vouchers & case mgt for 111 low/mod income persons

YWCA, Women’s Shelter 42,500 CDBG 25,000 ESG

Provided emergency shelter for 301 victims of domestic violence

IMH Service-Enriched Housing Program

25,000 CDBG Provided on-site supportive services for 343 low-income and formerly homeless residents.

NPHA Emergency Shelter and Transitional Housing

10,000 CDBG 10,000 ESG

Provided shelter and services to 90 homeless women and their children.

*NOTE: Number of persons/households benefiting generally reflects an agency’s total program regardless of funding source.

• The Tacoma Housing Authority (THA) also expended $220,315 during the program year in 2006 and 2008 HOME monies for the Tenant-Based Rental Assistance (TBRA). This rental assistance is available to individuals and households referred from other agencies that are homeless or at risk of becoming homeless. THA carried forward a balance of $158,561 into the 2010 Program Year.

8

Objective E: Reduce Barriers to Affordable Housing Accomplishments:

• The City is continuing to work on other regulatory and policy efforts including, but not limited to, participating in a Council appointed, citizen-led affordable housing task force that is reviewing and will be making recommendations to the City Council on potential regulatory and policy changes, as well as other proactive techniques that could be implemented to address affordable housing needs in the community. Additionally, the City is reviewing its environmental standards and considering a reduction in the environmental review requirements for in-fill and small-scale residential development and working with other local jurisdictions through the county-wide planning process to encourage greater recognition of and efforts to address affordable housing needs across the county. When ratified, these new county-wide policies may include significant improvements regarding affordable housing, including a requirement for all local jurisdictions to ensure that 25% of all new housing in their community is affordable.

Objective F: Develop New Affordable Housing on Underutilized Land Outcome Indicator: Number of households provided housing through non-profit acquisition, rehabilitation and new construction to provide affordable housing.

Accomplishments:

• THA began construction on the property south of 48th Street. This development will provide 92 affordable, non-public housing units in the area commonly referred to as Area 2B of the Salishan Redevelopment. The remaining Area 2B properties are designated as homeownership and will be developed at a later date. Plans for the development of the Arlington Avenue area are currently on hold.

• The Rescue Mission (TRM) is finalizing construction of a development of emergency and transitional housing. Their activity was reported under Objective D: Provide Assistance for Continuum of Housing for Persons with Special Needs, Homeless Persons and People at Risk of Homelessness.

• The THA project known as Hillsdale Heights, which would combine both rental and homeownership, has been placed on hold due to market conditions. The funding commitment for this project has been withdrawn.

• American Baptist Homes of the West (ABHOW) has begun construction of a 55-unit senior housing project as part of the Salishan redevelopment.

• Homeownership Center of Tacoma (HCT) continues to acquire vacant city lots for the purpose of constructing affordable housing units. Their activities in support of homeownership are reported under Objective B: Expand and Sustain Homeownership Opportunities.

• Intercommunity Mercy Housing (IMH) began construction of a 75 unit senior housing project in the area bridging downtown and the Hilltop neighborhood.

9

Table: New Housing on Vacant or Underutilized Land

Project # of Units Amount Funded Status Tacoma Housing Authority – Salishan Relocation*

800 $1,000,000 CDBG Completed

Tacoma Housing Authority – Hillsdale Heights*

60 Funding Withdrawn

Project has been placed on hold

Catholic Community Services – Guadalupe Vista

51 829,130 HOME Completed

The Rescue Mission – Adams Square Family Shelter*

16 (20 beds) 1,093,945 CDBG Under construction

American Baptist Homes of the West (ABHOW)

55 672,674 CDBG 327,326 HOME

Under construction

Tacoma-Pierce County Habitat for Humanity

6 180,000 CDBG Under construction

Tacoma-Pierce County Habitat for Humanity

13 629,683 NSP In permitting process

Intercommunity Mercy Housing – New Tacoma Senior Housing

75 565,000 HOME Under construction

*Project funded in a prior year. Project continues to be listed to reflect the project status.

Goal 2. Provide A Suitable Living Environment. The City focuses its community development activities on providing a suitable living environment for all its residents. These activities include using available resources to facilitate neighborhood revitalization, addressing infrastructure deficiencies such as street improvements, and providing recreation opportunities as well as regulatory actions. These combined efforts assist in implementation of the City’s growth and development concepts as stated in the City’s Capital Facilities Plan.

Objective A: Revitalize Targeted Neighborhoods Outcome Indicator: Number of neighborhood capital improvement activities for the purpose of providing a suitable living environment.

• The Local Improvement District (LID) Assistance Program assists low-income homeowners by paying 100% of their assessment for LID improvements which include street and alley paving, sewer work and street lighting. The process is a minimum 2-year procedure, which requires the approval of 50% of the eligible property owners. Property owners whose assessment would be paid through the City’s LID Assistance program are not eligible to vote for or against the creation of the LID.

• The Hazardous Sidewalk Repair Program is funded with CDBG monies and pays for the replacement of dangerous sidewalks for low-income homeowners.

• The Handicap Barrier Removal Program eliminates barriers for the disabled in public areas such as parks, recreation facilities and streets throughout the City. Though not specifically funded during the past fiscal year, some of the innovative grant projects included removal of barriers for benefit of disabled residents.

10

• Neighborhood Council Innovative Grants include funding for small innovative neighborhood enhancement projects. Tacoma is divided into eight Neighborhood Council Districts, each with an elected board of residents.

Table: Neighborhoods Revitalization Projects

Program Amount Funded Benefits LID Assessments $80,000 Pays the local improvement district assessment for low-

income homeowners. Hazardous Sidewalks

$100,000 Assisted 47 low income homeowners with sidewalk repair/replacement using CDBG funding.

Neigh Council Prgm Innovative Grants

$139,401 Provides neighborhood enhancements through small innovative grants primarily in lower income areas.

Objective B: Maintain/Improve Community Facilities and Public Infrastructure Outcome Indicator: Number of projects that provide small capital improvement activities for the purpose of providing a suitable living environment.

• As stated in the previous CAPER, progress has continued during the past fiscal year in development of the new Chinese Reconciliation Park. Although the City has not invested Federal funds in this project, it is an important step for the City in improving our community facilities and outreach to our citizens.

• Provided CDBG-Recovery funds to the Metropolitan Development Council (MDC) for improvements to a 24-hour detoxification center for homeless individuals. The facility provides a safe, supervised environment for the chronically homeless to receive assistance.

Objective C: Support Human Services Facilities and Services Related to Accessible Housing, Crime Prevention & Economic Self-Sufficiency

Outcome Indicator: Number of duplicated individuals assisted for the purpose of providing a suitable living environment.

• The City continues to support agencies addressing affordable housing and crime prevention issues.

11

Housing-related and Crime Prevention Human Services & Facilities

Program Funded Amount Benefit(s) PC Community Services by Youth

$10,000 CDBG Provided outreach services to 191 youth through the Pierce County Juvenile Court.

YWCA -Legal Services 14,592 CDBG Provided 1,010 victims of domestic violence with legal advocacy & representation services.

MBCHHC Children’s Advocacy Center

17,500 CDBG Provided 24 hour crisis intervention and triage for 285 physically & sexually abused children.

WWEE Reach Plus Program

22,818 CDBG Provided job readiness skills & computer training for 182 low & moderate income clients

Boys & Girls Clubs – Clubs to Careers

18,000 CDBG Provided employment services for 156 low and moderate income teenagers.

KWA-ICSC Strengthen Southeast Asian Families

20,396 CDBG Provided outreach & crime prevention services to 82 low and moderate SE Asian families.

FRH Clubhouse Vocational Rehabilitation

21,000 CDBG Provided vocational assistance to 194 youth with severe mental illness including helping clients prepare for and obtain permanent jobs.

MDC The Sobering Center of Tacoma

13,640 ESG Provided a safe, supervised sobering facility for 311 homeless, intoxicated individuals

SSOS Safe Program 7,822 ESG Provided a financial and social program for 2,231 seniors and disabled individuals working to meeting their basic needs

TACID Housing and Employment Link

18,974 CDBG Provided information on disability, specialized housing and employment information and referral to 479 individuals with disabilities.

Objective D: Support Historic Preservation

• The Community and Economic Development Department maintains Tacoma’s status as a Certified Local Government, with a professional historic preservation officer, appointed Landmarks Commission, historic preservation ordinance, and educational and outreach information available to the public.

• Between January and December 2009, the Landmarks Preservation Commission (LPC) authorized $184,000 in historic special tax valuation to applicants for historic rehabilitation.

• Between January and December 2009, the City designated 4 properties to be on the Tacoma Register of Historic Places.

• The City is actively working with residents to develop potential historic districts in several residential areas of the city.

Goal 3. Expand Economic Opportunities. One of the city’s goals is to direct resources towards meeting the City’s vision as a livable and progressive city. The Community and Economic Development Department is working toward implementing three goals that include strengthening both the downtown and the neighborhood business districts. Implementation of these activities requires a partnership of public and private resources.

12

Objective A: Support the City’s Renewal Community (RC) Activities Outcome Indicator: Number of jobs created by incentives to businesses in the Renewal Community for the purpose of expanding economic opportunities.

The HUD designation of Tacoma as a Renewal Community (RC) brought commercial tax incentives to stimulate business and job growth. As one of only 28 communities in the country to have this HUD designation, Tacoma businesses and developers within the RC area were eligible for a variety of federal tax credits and deductions through 2009. Currently there is a bill in Congress to extend the RC designation through 2015, but it is unlikely the legislation will be passed in 2010. This area is also designated as a Community Empowerment Zone (CEZ), co-terminus with the Washington State CEZ, however there are no federal tools to enhance development in this area. Through a challenging economic time, Tacoma continued to see development within the CEZ:

• Park Plaza South parking garage was radically transformed with a $40 million

infusion to add two stories for office space and a ground floor now available to retail.

• Versacold Logistics Services built a $30 million cold storage facility offering 200,000 square feet of freezer and refrigerated storage space, adding about 100 new jobs.

• Tacoma Goodwill completed construction on its new headquarters and job development center at a cost of nearly $20 million, enabling the organization to expand and improve its work-training and job-placement services.

• The Center for Urban Waters involves a three store 51,000 square foot office and lab space for the City of Tacoma’s Environmental Services Division, the University of Washington Tacoma and the Puget Sound Partnership. The $40 million project located on the Thea Foss Waterway focuses on the connection between clean urban waters and economic activity.

• Multicare Health System’s $176 million Milgard Pavilion houses the emergency department of Tacoma and Mary Bridge Children’s Hospital’s and Multicare’s regional cancer center.

• A building that formerly housed a jazz club was purchased and rehabilitated by a group of attorneys who now occupy the upper floors of the structure with new and expanded businesses, SideBar Bistro and Hot Rod Dog on the first floor.

• The William Factory Small Business Incubator (SBI) added a second building of 21,000 square feet to make room for another 30 entrepreneurs from the Internet Technology sector. The City of Tacoma worked with the SBI to secure New Markets Tax Credits and financing through the Department of Commerce Economic Development Administration (EDA).

13

• The North West Company is renting a 100,000 square foot warehouse at the Port of Tacoma. The company owns stores selling food and everyday products across Canada, Alaska, the South Pacific and the Caribbean.

• Progress Rail Services Corporation, one of the nation’s largest railroad service companies, has reopened a locomotive and rail car repair rebuilding facility with 30+ jobs.

• Hemisphere Design & Marketing has moved into downtown Tacoma to accommodate its growth.

• New restaurant and entertainment venues include the Gold from Straw Theatre Company renting space in the Mecca Building, The Big Whisky Saloon, Surreal Ultra Lounge, Amocat Café, The Office, Villa Caffe & Imbibery, Harmon Brew Pub, Firwood Rock Lounge, and Satellite Coffee, and Hells Kitchen.

While Tacoma has seen businesses close or downsize, some continue to grow and add employees:

• For the past year the City worked with public and private partners on a comprehensive retention strategy for DaVita, the nation’s leading provider of kidney care. Their business plan includes retaining its offices and 900 jobs in downtown Tacoma and hiring of over 300 additional employees by 2014.

• Morpho Trak added 25 FTEs.

• Pabco Roofing Products added 17 FTEs.

• Topia Technology is enjoying an inflow of new contracts with the US Army, Air Force and Federal Aviation Administration and is looking to fill several positions.

• Concrete Technology Corp added 24 employees.

• Franciscan Health Systems, Multi-care Health Systems, Bank of America and Goodwill Industries added countywide nearly 1,000 jobs.

Other businesses have begun expansion or announced plans for new Ta coma operations, rehabilitation, or expansion:

• Remodel and expansion at Stadium Thriftway is nearly completed adding more than 6,000 square feet, investing over $2.5 million into the neighborhood store and creating an estimated 35 new jobs.

• Vertical World is opening a facility with a bouldering gym, a wall building shop and climbing panel production facility.

• The Grand Cinema will expand in order to construct a fourth movie screen.

14

The City also supports the rehabilitation of blighted and/or historic buildings and structures located within the boundaries of the Renewal Community (RC)

• The Roberts-Parker building with a history of housing a grocery, a tire store, a flower shop, the Ozark Tavern, a tea emporium and later a restaurant run by a famous local musician went through a complete renovation.

• High on the priority for Tacoma is restoration of the Historic Elks Building. Long vacant, proposals are in place that will see this building utilized as an entertainment venue with a restaurant and brew pub. The building owners are not just intent on returning the building to its former glory, but surpassing it.

• Adjacent to the Elks are Tacoma’s Spanish Steps, patterned after the Spanish Steps in Rome. Work is underway at a cost of $400,000 to rejuvenate the iconic gateway between Commerce and Broadway.

• The Tacoma Partnership has identified the Winthrop Hotel as a key redevelopment project. Currently 170 units of subsidized affordable housing, returning this building to its original use will breathe new life into the theater district.

Other construction projects underway or announced include:

• The University of Washington Tacoma (UWT) is renovating the Joy Building which will house up to 16 classrooms, department offices and lounge spaces. The expansion is an asset to local employers seeking to recruit trained staff and the provision of stores or restaurant at ground level will boost the retail sector in downtown Tacoma.

• The vacant land adjacent to the former Elks Temple is proposed for development as a mixed use structure including underground parking, retail, apartments, and a hotel to support the restaurant, brewpub and entertainment venue that will be housed in the Elks building.

• A $21.8 million contract has been awarded to build the last leg of the Lincoln Avenue Grade Separation. This key freight transportation project in the Port of Tacoma secured $15.4 million in stimulus funding. The overpass is expected to create about 200 jobs immediately and about 1,500 more jobs in the long run through more efficient cargo movement and added capacity.

• A fundraising campaign is underway by downtown business owners to bring a temporary ice rink to Tacoma this fall. It is estimated the rink could bring between 17,000 and 25,000 people to downtown in a six-week period.

• The former Happy Dragon location on 6th Avenue has been sold and preliminary plans for the project (The Marc on 6th) call for six stories of 60 apartments, 4500 square feet of retail and 1.5 stories of underground parking.

15

• A former bakery building is to be demolished to make way for a 2 story mixed-use building with retail and office space in the vicinity of South Sprague and Sixth Avenue.

• Hotel Concepts has plans for a 160-room Holiday Inn Express on the site of the former Heidelberg brewery near UWT at a projected cost of $21 million. The addition of the hotel will allow the Greater Tacoma Convention & Trade Center, located about five blocks from the site, to attract larger meetings and shows.

• THA continues work on Phase Six of its award-winning Salishan master community redevelopment in east Tacoma. Sparked in 2000 by a large HOPE VI grant from HUD, the project has been demolishing the original 855 public housing units (built in 1942) and constructing a new mixed-income neighborhood of homeowners, renters, commercial buildings along with a park, and a neighborhood core with a medical-dental clinic and an education, training and retail center.

• Renovation is underway on a 1917 apartment building to house the YWCA’s domestic violence shelter.

• The LeMay Museum has broken ground thanks to a $3.6 million HUD CDBG Section 108 loan. When completed, this $30 million project is estimated to bring in 500,000 visitors to Tacoma to view this large private vintage car collection.

• Franciscan Health Systems has plans to build a 3 story office building with underground parking and a sky bridge to St. Joseph Hospital in upper Tacoma and has already razed several buildings to make way for this new medical center.

• Thanks to a cleanup grant from the Tacoma-Pierce County Health Department to remove underground tanks from the site’s former life as a gas station, a mixed use project costing $8 million is planned for the Hilltop neighborhood

• A building that will be the future home of the health sciences program at the University of Puget Sound is under construction and marks a major milestone for the institution. The 42,500 square foot building will cost $22 million and will house four areas of study and research.

• The makeover of downtown’s old Foremost Dairy has begun with the owner soliciting potential immigrant investors through EB-5, a federal program to encourage job creation through foreign investment

Real estate transactions continue though no specific plans have been announced for a number of key sites including:

• The former Sam’s Tire building, part of the Heidelberg Brewery complex, sold for $2,750,000. Site is just blocks from the UWT campus and 2 proposed hotels.

16

• The Sound Credit Union Building off of Portland Avenue sold for $3,200,000 to the Puyallup Tribe of Indians

• The old post office in downtown Tacoma was home to the federal courthouse and still has some Postal Service operations. Although there are plans to rehabilitate this significant historic structure, there are no specific plants for future tenants of this 72,000 square foot building.

Local leaders continue to look beyond the present economic uncertainty to the future laying out principles that will require a concentrated and united effort by public and private sector leaders. Among them are leveraging major economic assets (e.g. business headquarters downtown Tacoma, health care providers, port industrial areas and tourism); retaining and attracting a larger share of the Puget Sound region’s quality jobs; fostering a climate of business investment and attraction; embracing entrepreneurialism; improving workforce training opportunities and employment centers; and balanced land use. The Tacoma Partnership has identified five projects as the top economic development priorities for downtown. The affiliation is identifying next steps to move the projects to completion. In no particular order, they are:

• Urban Waters – leveraging the building’s facilities to generate private-sector jobs in the clean technology field and to identify Tacoma as the place for environmental solutions;

• Winthrop Hotel and vicinity – redevelopment of the hotel and the surrounding are to breathe new life into the theater district;

• Business retention and recruitment – in cooperation with private and public leaders, the Economic Development Board will continue to implement core functions and initiate high-level corporate visit, more deeply leverage broker relationships and partner with building owners and developers to market the area;

• Streetscapes and signs – improvements utilizing monies from a federal appropriations bill and design work from the Tacoma Art Museum could be combined to make Tacoma a more appealing place for businesses to locate and tourists to visit; and

• Brand Tacoma – promotion of a long-term branding strategy that could be funded by major institutions and enhanced by the City focusing on its positive attributes such as UWT, great businesses, the city’s museums and theaters and its people.

The State’s Community Revitalization Financing Act provides funding specifically to the City of Tacoma for infrastructure improvements. With the passage of this bill the state has committed $500,000 per year for the next 25 years for projects that occur in the Tacoma International Financial Services Area and/or the Tacoma Dome District. In addition, the Legislature reaffirmed its commitment to reopen the Murray Morgan Bridge, providing funding and an outline for how it wants to proceed with the city in reopening this connection between downtown and the Port of Tacoma.

17

Objective B: Focus Investment for Economic Development in Targeted Neighborhoods

Outcome Indicator: Number of new jobs created to expand economic opportunities.

Tacoma works with a number of organizations to create new jobs and housing in support of neighborhood reinvestment. Current examples of this effort include:

• Habitat for Humanity has completed the 12 units at Larrabee Terrace.

• The TCRA Down Payment Assistance (DPA) program provided approximately $1.1 million NSP and UDAG funding providing assistance to 126 low-income families within the neighborhoods targeted for the program. This assistance leveraged $15,022,571 in private loans within these neighborhoods.

• Homeownership Center of Tacoma (HCT) completed the construction and/or rehabilitation and resale of 9 houses for first-time, low-income homebuyers.

Objective C: Support Economic Development in Activities that provide Livable Wage Jobs

• William M. Factory Small Business Incubator (WMFSBI) and the MDC Women’s Entrepreneurial Assistance Program continued to receive CDBG funding to help support their work with new micro enterprises by providing office space and/or technical assistance with the intent of expanding small business and creating new jobs. It is anticipated that the newly created employment opportunities will be livable wage jobs. (Note: a more specific description of these program are discussed below under the objective: Supporting Small Business Development)

Objective D: Support Small Business Development

Outcome Indicator: Number of small businesses (including micro-enterprises) supported or developed to expand economic opportunities.

• The City contracts with the National Development Council (NDC) to assist with the analysis and prioritization of economic development opportunities, securing and packaging of business and residential loans using funds from HUD float loans, Small Business Administration 7(a) program through NDC’s Grow America Fund, CDBG, Section 108 and Urban Development Action Grant (UDAG) funds. During the program year, NDC provided technical assistance to the City, assisted with a Section 108 loan and securing of New Market Tax Credits for LeMay Museum, and acted as a consultant on several other projects. NDC also assisted with several SBA 7(a) loans to small businesses through the Grow America Fund program.

• Both the MDC Women’s Entrepreneurial Assistance Program (WEAP) and the William M. Factory Small Business Incubator (WMFSBI) continued to receive CDBG funding to support their work with new micro-businesses. The programs

18

provide assistance for establishment of new businesses. During the 2009-2010, WEAP activities included training sessions for 463 persons, technical assistance for 117 businesses and staff support for establishment of 15 new micro-enterprises. The WMFSBI program supported creation of eight new micro-enterprise businesses.

• Impact Capital (IC) received CDBG funding to provide consultant services, training, predevelopment loans, construction financing and bridge loans to nonprofits for the development of affordable housing. During the program year, they provided technical assistance and/or predevelopment assistance to Intercommunity Mercy Housing, YWCA of Pierce County, Tacoma/Pierce County Habitat for Humanity, and the Metropolitan Development Council.

• The City of Tacoma utilizes Title IX funds available from the Economic Development Administration (EDA) to promote job growth. Through this program loans were provided to Harmon Tap Room in order to increase their brewing capacity, North Slope Coffee Shop for tenant improvements, and Premier Collision for a new paint booth. Stadium Thriftway secured funds for a major remodel/expansion and Hughes Group has purchased a building, relocating to Tacoma to consolidate their operations.

• The Private Capital Division of the City’s Community and Economic Development Department supports small business through “Economic Gardening”, a free program that helps to cultivate our local businesses by providing them with the information and training to be successful in today’s marketplace. Workshops have included “Free Publicity for your Business”, “Creating a Website on a Shoestring Budget” and “Customer Loyalty Strategies.”

• The goal of the City’s Neighborhood Business District Program (NBDP) is to bring growth and sustainable improvements to the business communities. This year the Cross District Association brought attention to the Main Street approach, emphasizing organization, promotion, design and economic restructuring. These would work together to build a sustainable and complete community revitalization effort. Through these efforts there has been an increase in small businesses opening within these districts. The Proctor District saw a $10 million renovation of Safeway and added Seattle Pie Company. Upper Tacoma also was the beneficiary of a $1.5 million renovation of Safeway. The 6th Avenue District welcomed the Gruv Lounge & Nightclub, Beyond the Bridge Café is relocating from Sumner, and a new nightclub, Vanity, is headed to South Tacoma.

• New businesses in other areas of Tacoma include: Sonic Drive-In opened its first Tacoma site on Sixth Avenue and Orchard; Traylor Bros, headquartered in Evansville, Indiana opened its construction company plant in South Tacoma; Hughes Group, a logistics firm that provides services to the military and business communities moved its operation from Lakewood bringing with it 20 jobs; and

19

Griot’s Garage purchased the old Coca Cola Bottling, completed a $3 million renovation and moved it’s corporate headquarters and 45 staff from Fife.

B. Anti-Poverty Strategy

• Washington Women’s Employment and Education (WWEE) Reach Plus assists with computer training, career development classes, working experience, child care, transportation and mentoring issues for women. During the year, the City’s $22,818 in CDBG funding contributed to the total program assisting 182 individuals.

• The Salishan HOPE VI project’s general contractor, Walsh Construction made a strong

commitment to attract Minority and Women Business Enterprises (MWBE). To date, 35% of the contracts awarded for Salishan have been let to MWBE firms. This equates to slightly more than $33 million for all of the work associated with the three areas or phases of Salishan. The MWBE awarded funds were distributed a follows: African-American Owned Business, 14% ($4,632,223) Women Owned Business, 25% ($8,365,943) Hispanic Owned Business, 39% ($12,700,802) Native American Owned Business, 13% ($4,290,609) Asian Owned Business, 8% ($2,622,591)

• Walsh Construction hired a total of 188 new employees throughout the various phases of redeveloping Salishan. Of the new hires, 90% were Section 3 employment hires. Within the Section 3 new hires, 46 were Salishan residents and 5 were residents of public housing. The remaining 137 Section 3 new hires were either Youth Build (37) participants, low-income Tacoma residents (98) or veterans (2).

C. Affirmatively Furthering Fair Housing

1. Human Rights and Human Services (HRHS) Department

The primary means to affirmatively further fair housing opportunities within the City of Tacoma is through the HRHS department and its enforcement activities. The Department is the administrative agency responsible for the enforcement and monitoring of the City’s anti-discrimination ordinances and resolutions related to employment; housing; credit; and public accommodations. The Human Rights division’s enforcement unit is directly responsible for the enforcement of Tacoma Municipal Code (TMC) Chapter 1.29, which is Tacoma’s law against discrimination. The fair housing enforcement unit works in partnership with HUD to investigate, resolve, and monitor housing related discrimination complaints and to ensure equality of housing opportunities for the residents of Tacoma. 2. Boards and Commissions Two Tacoma City Council-appointed commissions work to ensure access to employment, housing and public accommodations. They include:

20

• Human Rights Commission (HRC) – The HRHS Department Director acts as the

Executive Director of the City’s HRC which oversees enforcement activities under TMC Chapter 1.29. HRC Commission members serve for a renewable three year appointment. The HRC reviews and hears appeals on formal cases filed under the City’s anti-discrimination ordinance. They also consider potential issues that may expand the ordinance (e.g. income protections, discrimination associated related to Section 8 housing voucher holders).

• Commission on Disabilities – The Commission on Disabilities is supported by the HRHS

Department. It is staffed specifically by the City’s ADA Coordinator who reports to the HRHS Executive Director. The Commission on Disabilities assists in identifying housing development policies and practices that directly or indirectly impede fair housing choices for persons with disabilities.

3. Substantial Equivalence Certification The HRHS Department is a grant recipient under HUD’s Fair Housing Assistance Program (FHAP). The City’s anti-discrimination ordinance (TMC Chapter 1.29) has received substantial equivalence certification by HUD which means the ordinance is certified as substantially equivalent to the federal Fair Housing Act (FHA). Thus, fair housing discrimination cases within Tacoma can be dual filed under the City’s local ordinance and federal fair housing laws. HRHS receives funding from HUD’s Office of Fair Housing and Equal Opportunity as part of the FHAP for fair housing compliance. Working with federal and state partners and the private sector, HRHS is involved in efforts to ensure residents can obtain housing of their choice.

4. Analysis of Impediments: In September of 2008, the HRHS Department completed the City of Tacoma Analysis of Impediments to Fair Housing Choices (AI). The AI document identified impediments to fair housing choice in rental housing transactions, home mortgage finance transactions, and public policies and processes. In furtherance of the requirement to develop a plan to address the impediments identified in the AI, the following four strategies and activities have been and will continue to be undertaken to address identified fair housing concerns:

• Strategy #1 : Fair Housing Compliance

The FHA makes it unlawful to discriminate in housing against persons based on race, color, religion, sex, national origin, disability, or familial status. The HRHS fair housing enforcement unit investigates all complaints filed by individuals who believe they have experienced housing discrimination. Between July 1, 2001 and June 30, 2010, the unit resolved 209 complaints of discrimination filed in Tacoma under the federal FHA and local fair housing provisions of TMC Chapter 1.29. Nearly $36,000 in settlement awards resulted from this local administrative enforcement process. A key responsibility of the unit is to enforce fair housing legislation through activities that include: Fair Housing Complaint Process

21

The unit investigates complaints filed by individuals who believe they have been discriminated against due to their race, color, religion, national origin or ancestry, sex, familial status, disability, age (over 40), marital status, gender, sexual orientation, and military/veteran status. Anyone who believes they have or will experience housing discrimination may file a complaint. Unlike federal laws which exempt providers with less than four dwellings, Tacoma’s fair housing law covers all dwellings within the city. As a substantially equivalent agency, the unit is empowered to investigate and resolve housing discrimination complaints under both the federal FHA and the local ordinance. Fair Housing Complaint Resolutions The HRHS fair housing enforcement unit receives an average of 20 inquires a month from residents who feel they have experienced housing discrimination. From July 1, 2009 to June 30, 2010, the unit formalized 26 complaints and completed 22 fair housing investigations. The investigator settled nine of the 22 completed investigations and obtained monetary relief totaling $9,750. Two residents with disabilities had reasonable accommodation requests granted, one related to accessible parking and the other to a release from an upstairs rental lease allowing the tenant to find accessible housing elsewhere. Settlements also included affirmative steps to further fair housing by including fair housing training, posting of fair housing information in places of business, and promoting the use of anti-discrimination statement in leases/house rules and reasonable accommodation policies. Information and Referral The HRHS Department utilizes a systems integration approach to affirmatively further fair housing through collaborative partnerships that work across departmental and divisional lines within City government. HRHS staff operates within a network of referral channels that works cooperatively within the department and among partner agencies to link low and moderate income residents living in blighted communities to housing options in high opportunity communities within the City of Tacoma. Fair Housing Investigator – Staff specifically make referrals to persons seeking foreclosure assistance to several community agencies including Consumer Credit Northwest, Urban League of Seattle, the Fair Housing Center of Washington, and South Sound Outreach Services. All four are HUD approved housing counseling agencies. Additional referrals are made to local housing authorities (e.g. THA, PCHA), site based housing programs using aptfinder.org, WSHFA, the Pierce County Affordable Housing Consortium as well as to internal HRHS staff (i.e., landlord tenant coordinator, domestic violence advocate and employment investigator). Crime Free Housing (CFH) Program Coordinator – The CFH coordinator furthers housing choice through posting of computer links to local housing programs (e.g. Associated Ministries, Pierce County Affordable Housing Consortium) on the CFH website. In addition, Tacoma’s list of certified crime free properties states whether a property accepts Section 8 rent subsidies, is affordable, is physically accessible for the disabled, plus background criteria for identifying any criminal history of prospective tenants. Staff works with THA on complaints from police regarding illegal or nuisance

22

activity by renters. The coordinator is member of the Salishan Community Support team and provides technical assistance to MLKHDA to resolve rental complaints and to Safe Streets to organize community block group meetings. The CFH coordinator also makes referrals to the Pierce County Housing Authority’s Ready to Rent Program. ADA Coordinator – This coordinator is a key referral source for community agencies and fair housing enforcement referring disabled clients to the fair housing and employment investigator to resolve issues. The ADA coordinator is responsible for the City’s compliance with the Americans with Disabilities Act (ADA) of 1990. The coordinator works across City departments to help persons with disabilities access and retain suitable housing. A citizen may call regarding disability parking in their housing complex. The fair housing investigator will educate the party on Fair Housing laws. If the landlord doesn’t respond to the request for disability parking, the coordinator will contact the City’s Code Enforcement unit to conduct an assessment and impose needed consequences. ADA Coordinator collaborates on about 5 cases each year. Homeless Housing Services Coordinator - The City has also made significant strides in providing supportive housing to address the needs of homeless persons and to help end chronic homelessness. The HRHS Homeless Housing Services Coordinator is helps to identify and coordinate supportive housing for homeless individuals. The Coordinator also provides staff support to the Tacoma/Pierce County Coalition to End Homelessness.

• Strategy #2 : Community Outreach, Training and Education

Increasing public awareness of fair housing laws and the methods to report violations is a key component of fair housing enforcement. Many residents don’t have adequate information regarding their rights which may increase undetected discrimination. The public outreach events and training educates the public about the Fair Housing Act’s prohibitions against discrimination and resources to address discrimination. Annual Fair Housing Conference The HRHS Department conducts an annual fair housing conference to expand awareness of fair housing laws and the methods for filing and responding to complaints. The HRHS Department has partnered with regional fair housing organizations for 24 years to produce an annual one day fair housing conference. The conference, held in April to celebrate fair housing month, generally attracts over 200 participants. The theme of the 2010 conference theme was “Time to Act” and it attracted over 300 attendees. HRHS will continue to work in cooperative effort with tenants, builders, landlords and other stakeholders to improve understanding and compliance with fair housing laws.

Dr. Martin Luther King Celebration The HRHS Department has produced the Dr. Martin Luther King Jr. Birthday Celebration for 23 years. The celebration continues to grow in attendance and diversity of participants. This event is designed to lift spirits and celebrate civil rights advances. The 2010 event, held at the Tacoma Dome, attracted over 2,800 participants and was telecast live on TV Tacoma-Cable Channel 12. Marketing materials for the event

23

featured the fair housing enforcement unit whose primary responsibility is to promote equal access to housing. Training and Education The HRHS Human Rights division continuously seeks opportunities to speak at public meetings, and hold training sessions for consumers, and housing industry professionals, such as real estate agents, property managers, owners, and lenders. Starting in January of 2010, the division began tracking the number of persons utilizing the education, training and outreach activities. Records show City efforts have reached over 3,500 individuals.

Fair Housing Education - From July 2009 to June 2010, the Fair Housing Investigator has participated in 58 community education and outreach activities. Examples of include distribution of fair housing materials at community events, conducting fair housing presentations to community organizations, and providing technical assistance and guidance to groups.

Crime Free Housing Education - The CFH Coordinator conducts quarterly fair housing seminars as part of the Crime Free Housing Program. Landlords and/or owners seeking a CFH designation are required to take fair housing training to gain certification. Average attendance is about 35 individuals per quarter. There are currently 49 CFH certified rental properties in the City of Tacoma. In 2009, 80 people attended and passed the 2-day Crime Free Housing Training seminar. As of August, 2010, 70 people have attended and passed the 2-day Crime Free Housing Training seminar.

Landlord/Tenant Program – The HRHS Landlord/Tenant Coordinator assists in resolving housing disputes under the Washington State Uniform Residential Landlord Tenant Act. The coordinator assisted 2,436 callers from January of 2009 to July of 2010. The coordinator is trained to identify fair housing violations and acts as a fair housing information and referral source. The coordinator works with landlords and tenants to address housing issues such as evictions, substandard conditions, and discrimination.

Foreclosure Prevention Education – Several City departments work collaboratively with lenders, foreclosure prevention counselors and community leaders to help owners prevent foreclosure and identify predatory lending scams. This partnership has grown into regional collaboration resulting in successful foreclosure intervention workshops.

• Strategy #3 : Expand Housing Options for Persons with Disabilities

HUD’s 2005 Study “Discrimination against Persons with Disabilities: Barriers at Every Step,” revealed high levels of discrimination against persons with disabilities. Testing data, conducted in 2009 by the Fair Housing Center of Washington (FHCW), identified the need for on-going, aggressive training and outreach to housing providers to eliminate patterns of unequal treatment that limit housing opportunities for persons with disabilities. From 2002 to 2007, FHCW conducted 48 rental tests with 27 indicating instances of differential treatment based on race, national origin, disability, familial status and marital status. In response to the increased number of disability-related complaints, FHCW subsequently conducted phone tests around the issues of service animals and disabled

24

parking. Results confirmed the need for added training on reasonable accommodation and fair housing rights around service animals. However, funding shortages hindered the city’s ability to enter into further contracts for testing in 2009 and 2010.

• Strategy #4 : Collaborative Partnerships

State and Local Partnerships - HRHS fair housing program works with organizations serve both housing providers and persons seeking housing. They include THA, Rental Housing Association of Puget Sound, Washington Landlord Association, and participants in the City’s Crime Free Housing Program. In working to affirmatively further fair housing, HRHS fair housing staff are actively involved with the Race & Pedagogy Initiative at the University of Puget Sound, Cross Cultural Collaborative, Tacoma/Pierce County Housing Justice Project, and the Fair Housing Partners of Washington, a collaborative of government entities and nonprofits working to ensure equal access to housing as provided by law. Collaborative Partnerships with Housing Organizations - The HRHS fair housing enforcement unit collaborates regionally with other fair housing groups as part of the Fair Housing Partners of Washington to ensure needs are being addressed statewide. The Partners have produced several publications that are widely distributed at the annual fair housing conference, at community trainings and on Partner websites. Just recently, the Partners revised its sample policies on Domestic Violence and Fair Housing, and Tenant on Tenant Harassment. These are a free publication that contains best practices, legal background, and compliance guidelines. The City also works very closely with The Housing Justice Project, a collaboration of legal services and housing justice providers that work to ensure the public has access to housing information and rights.

D. Affordable Housing

The primary focus of the five year Consolidated Plan and the 2009-10 Annual Action Plan is to assist with housing opportunities for lower income homeowners and renters, homeless families and individuals, and persons with special needs. While the need to provide “affordable housing” can affect households in a variety of income groups, the primary focus of the city is to assist households with incomes at or below 80% of the AMI. The Tacoma City Council has established programs and policies to facilitate housing opportunities and affordability. They continue to earmark 50% of the City’s CDBG funding for housing activities, and all the HOME Investment Partnership and Emergency Shelter Grant funds are focused on housing. The following table reflects the total number of households classified as “extremely low”, “very low, or “low-income”, identified in the 2000 census.

$0 - $14,999 $15,000 to $24,999 $25,000 to $34,999 $35,000 to $49,999

14,621 10,204 10,890 13,936 19.2% 13.4% 14.3% 18.3%

(NOTE: Total households in each category estimated based on 76,152 households citywide times the percentages in each category)

25

1. Lower income Permanent/Emergency Renters

The rental objective during this 2009-10 reporting period was to increase and/or preserve the supply of decent affordable rental housing for lower-income residents. The Annual Action Plan, as amended, set aside $1,340,000 in Tacoma funding comprising $538,887 in CDBG and CDBG-Recovery funds and $801,113 in HOME funds to address this objective. Federal funding awarded during program year for rental projects is shown in the following table.

Program

Amount of Funded Funding Source

KWA Olympus Hotel Project $325,000 CDBG/HOME IMH New Tacoma Senior Housing 565,000 HOME YWCA of Pierce County – Wilsonian Apartments Rehabilitation

450,000 CDBG Recovery Funding

2. Low-Income Homeowners

The City of Tacoma continues to be active in preserving and increasing the supply of homeownership opportunities. The Annual Action Plan, as amended, allocated $641,170 in CDBG funds and $726,075 in HOME funds for homeownership programs. The City of Lakewood allocated $233,533 in HOME funds to their homeowner rehabilitation program and $173,532 for development of affordable housing. Federal funding awarded during program year for homeowner programs is shown in the table below:

Program Amount of Funded Funding Source MDC Emergency Minor Home Repair $130,000 CDBG AM Paint Tacoma Beautiful 71,170 CDBG MDC Minor Home Repair 40,000 CDBG Homeownership Center for Tacoma 306,075 HOME T/PC Habitat for Humanity 120,000 CDBG Lakewood Homeowner Rehabilitation 233,533 HOME TCRA Housing Improvement Programs 700,000 CDBG / HOME Lakewood Affordable Housing Program 173,532 HOME

*(Housing Improvement Fund includes the Comprehensive Rehab Program, the Housing Energy Program, the Modernization Housing Program, the Major Home Repair Program and the Down Payment Assistance Program.)

3. Homeless Families and Individuals

The City supports funding for projects that increase the availability of housing for homeless persons. These programs provide operating funds for public service housing providers offering emergency and transition housing for homeless people. The following table reflects the number of homeless clients served by the various programs, and the amount of funding each program received. Immediately below this table is a second table reflecting assistance to individuals with special needs. It should be noted, for both tables, that “clients served” are the total clients served during the program year and were served by other funding sources beyond CDBG and ESG.

26

Number of Homeless Clients Served and Funding in 2009 -2010

Program Amount Funded Benefit* CCS, Phoenix Housing $35,662 CDBG

22,000 ESG Provided housing and outreach to 237 adults and children

LASA, Jump Start 10,000 CDBG Provided transitional housing and outreach to 8 adults and children.

HHH, Emergency Housing 10,000 CDBG 12,000 ESG

Provided emergency housing for 125 homeless adults and children.

KWA, We Are Family 15,000 CDBG 10,000 ESG

Provided safe housing & case mgt for 116 victims of domestic violence.

CCS, Tacoma Avenue Shelter 15,000 CDBG 10,000 ESG


NPHA Emergency Shelter and Transitional Housing

10,000 CDBG 10,000 ESG

Provided emergency/transitional housing to 90 homeless women and children.

SA, Emergency Family Lodge 15,000 CDBG Provided temporary housing & services for 894 homeless adults and children

SHS, Shared Housing Services 21,000 CDBG Provided 6,158 referrals matching home providers with lower income persons.

TRM, New Life Square 40,000 CDBG 10,000 ESG


WWEE Housing Bridge Program 43,945 CDBG Provided housing vouchers & case mgt for 111 low/moderate income persons

YWCA, Women’s Shelter 42,500 CDBG 25,000 ESG

Provided emergency shelter for 301 victims of domestic violence.

*(benefit includes the entire program performance from all funding sources)

Number of Special Needs Clients Served and Funding in 2009 -2010

Program Amount Funded Benefit*

PCAF Housing Options Program $10,000 CDBG Provided housing support services for 253 individuals who are HIV positive.

MDC The Sobering Center of Tacoma

13,640 ESG Provided a safe, supervised sobering facility for 311 homeless, intoxicated individuals

*(benefit includes the entire program performance from all funding sources) E. Continuum of Care (COC)

In 1995, the City of Tacoma and Pierce County initiated a Continuum of Care (COC) strategic planning process and formed the Pierce County COC Committee as a subcommittee to the existing Pierce County Coalition for the Homeless. The committee consists of local governments, housing developers, housing providers and private sector businesses and community members. This was initiated in response to HUD’s belief that the best approach to alleviating homelessness is a community-based process that provides a comprehensive response to the different needs of homeless individuals and families. The COC Committee holds monthly meetings to organize, implement and analyze annual survey data, physical head counts and comments collected from a variety of homeless populations and to use the information to design housing and services that meet the homeless needs. The homeless survey is comprises a point-in-time count of families and individuals who are not housed, reside in emergency shelter or reside in transitional shelter.

27

In 2010, the total homeless survey, conducted over a 24 hour period on January 28-29, 2010, identified the following: Total Homeless Persons (1,807)

• 64% in transitional housing (1,160) / 26% in emergency shelters (477) / 10% not housed (170); • 10% (188) homeless reporting self/family member a survivor of domestic violence; • 7.8% (141) of homeless persons indicated they were a military veteran; • 6.3% (113) of the homeless adults reported they had committed a felony; • 8.9% (162) indicated they were homeless because of a substance abuse problem; • 9.6% (173) indicated they were homeless because of a physical disability; and • 10% (180) said they were homeless because of serious mental illness. In comparing the 2010 homeless survey with previous years, the report indicates a 13% decrease of individuals experiencing homelessness since the 2009 survey. The emergency and transitional housing data for 2009 also reflect small decrease in occupancy of 1,346 and 507 individuals respectively. The only category of homelessness that increased in 2010 from the 2009 survey was homeless persons experiencing serious mental illness. The City of Tacoma’s role is to facilitate the planning process and assist in development of a regional approach to homelessness. Pierce County is the lead agency and administers all contracts. This approach has helped the COC Committee review, prioritize and recommend projects to fill gaps in Tacoma and Pierce County’s continuum of care system. During this reporting period Pierce County received $2,669,823 in COC Super NOFA funds. The following 25 projects, as reported by Pierce County, will help fill gaps in the COC system:

2009-2010 Continuum of Care Fund Projects

Program Amount

Funded Award Years

Type of Housing

Use of Funds

# of Units

AIDS Housing Assoc. – Project Open Door

$143,477 1 year Permanent Supportive Housing

Operation & Supportive

Services

8 units for chronic homeless with HIV/AIDS in Tacoma and Fircrest.

Exodus Housing – East PC DV Recovery & Housing Project

$136,799 1 year Transitional Housing

Real property leasing,

operations & services

10 units for homeless families with children,

DV survivors in Sumner

GLMH –Hope & Recovery Project




22 units for homeless with chronic mental health,

dual diagnosis and substance abuse

GLMH - Collaborative Housing/40 Project






28

Program Amount Funded

Award Years

Type of Housing

Use of Funds

# of Units

GLMH-Sponsor-Based Rental Assistance Shelter Plus Care Project


Real Property leasing

21 units for homeless persons with chronic mental health or dual

diagnosis. GLMH – Collaborative Housing/19 Project


Real property leasing



HHH – Rural Bright Futures Project


Supportive services

8 units for homeless families with children in

East Pierce County

HHH - Bright Futures Project





East Pierce County

LASA – Jump Start IV Project


Operations and support

services


Tacoma. LASA – CHOICES Project


Operations and support

services


Lakewood & Pierce County

LASA – Alpine Vista Project


Real property leasing & services


University Place LASA – Narrows Ridge Project


Real property leasing & services


University Place. MDC – Avenue Apartments Project


Acquisition, operations &

support services

15 units for homeless single persons with

chronic substance abuse issues in Tacoma

MDC – Housing First II Project




12 units for chronic homeless persons with

disabilities.

MDC - Housing First I Project




30 units for chronic homeless persons in

Tacoma and Lakewood

MDC - Pacific Courtyard Project


Support Services


Tacoma. Network Services – One Family AT A Time Housing Project

$24, 324 1 year Transitional Housing

Operations and Support

Services


Tacoma

PC Affordable Housing Association – Manresa Apartments Project



Services

4 units for homeless families with children

29

Program Amount Funded

Award Years

Type of Housing

Use of Funds

# of Units

Pierce County Community Services – HMIS Project

$45,150 1 year Operations Management/ and

Administration of HMIS

Supports PC Homeless Management Information

System (HMIS)

Step by Step Family Support Center – Jump Start I Project

$94, 036 1 year Transitional Housing




Tacoma and Puyallup

TACID - One Family At A Time Project




13 units for 20 homeless persons and three

homeless families with children.

MDC Campbell Court Shelter Plus Care Project


Real property leasing

10 units for homeless persons with chronic mental health or dual

diagnosis TRM - Tyler Square I Project



Services


Tacoma. TRM – Tyler Square II Project


Support Services


Tacoma. The Alesek Institute –Bridges Village Project


Support Services

10 units for disabled families with children.

F. Other Actions

There are specific activities that continue to get support not only from federal funds such as CDBG, HOME, ESG and COC, as discussed in this report, but also from other public and private sources such as United Way of Pierce County, City of Tacoma General Fund, Tacoma Housing Authority, Washington State (e.g. Housing Trust Fund), the Puyallup Indian Tribe, Metropolitan Development Council’s Community Action Agency funds and Impact Capital. These funded activities include emergency and transitional shelters, other homeless and special needs programs, job training programs as well as various activities to support the senior citizens on limited income. In addition, the City, THA, and local nonprofits will continue to coordinate use of available funding to revitalize the Renewal Community made up of the Hilltop, Central Business District and Eastside areas, and to help families and individuals to become and remain self sufficient.

Federal, state and private financing sources continue to require local government's commitment to financing a project before they will commit their funds. It is essential that local governments provide housing development funds. As previously mentioned in this report, the City has made a substantial commitment to housing by setting aside 50% of its CDBG and all of its entire HOME and ESG funds for housing. Tacoma continues to pursue funding sources for a local housing trust fund to better serve the needs of its citizens.

30

Tacoma continues to work with site selectors and often receives nationwide media coverage for the positive growth and turn-around of its downtown. Tacoma continues to work to attract and retain businesses in Tacoma. Specific accomplishments included:

• Continued to partner the Tacoma Police Department and Public Works Department to

effectively implement the City’s Crime-Free Housing program incorporated in the Business Districts. The overall goal is to reduce crime within the targeted areas.

• Continued to market and provide services related to the Façade Assistance Program to

property and business owners through the Neighborhood Business District and Cross District Associations.

• Together with private and public partners, Tacoma continues to work hard at work with

retention efforts for major employers who have outgrown their existing space and have leases that will run out in the next few years.

• Completed the seventh year for the Commercial Revitalization Deduction (CRD)

Allocation Process. Allocated the full $12 million in tax deductions to projects investing millions of dollars into the Renewal Community.

In the past year, Tacoma saw a continued slowdown in market-rate housing in its downtown and other mixed use centers turn into a trickle in the face of the national economic and mortgage crisis. Nevertheless, the City continues to make available incentives to developers in the downtown and other strategic areas throughout Tacoma with its Property Tax Exemption (PTE) program for Multi-Family Housing. To encourage the development of multi-family housing in the designated mixed-use centers, the City provides a property tax incentive to eligible property owners. In 2007, the State Legislature made changes to the PTE program which modified the program from a ten-year exemption to either an 8 year exemption for an “all market-rate” development, or a 12 year exemption for projects with at least 20% affordable units. Affordable rental units being defined as affordable to households with incomes no greater than 80% of the area median income as determined by HUD. For homeownership, affordable is defined as households with incomes no greater than 115% of the AMI. There are also additional reporting requirements by the tenants, buyers, and developers; information that must be gathered by the locality and forwarded to the State Department of Commerce (DC). In response to these new requirements, the City submitted annual monitoring reports to the State identifying changes occurring during 2007, 2008 and 2009. In 2008, the City officially changed its municipal code to incorporate the 2007 state legislative changes.

Over the past fiscal year, countywide employment continued to be dominated by government and health-care providers. For 2010, Joint Base Lewis McChord (JBLM) is by far the county’s largest employer with close to 50,000 troops and civilian employees. The second largest employer is the local public school districts with over 13,381 jobs followed by Washington State Employees with 7,448 jobs and Multicare Health System with 6,410 jobs. Other major employers include Franciscan Health System with 5,028 jobs and Pierce County with 3,059 jobs. (Source: EDB 2010 Major Employers List)

31

The City continues to take an active role and provide leadership and cooperation with community wide organizations to foster and maintain affordable housing and reduce the number of persons living below the poverty level. Some of these organizations and events include the Tacoma-Pierce County Housing Council, Tacoma-Pierce County Coalition for the Homeless, THA’ Family Self-Sufficiency Program, United Way of Tacoma-Pierce County, Northwest Community Development Managers Association, Salishan HOPE VI Community Task Force, City of Tacoma’s Annual Affordable Housing Conference, Tacoma’s Annual Fair Housing Conference, the Gates Sound Families Foundation, Tacoma/Pierce County Partners in Homeownership and the Tacoma/Pierce County Affordable Housing Consortium.

G. Leveraging Resources

The following matching funds are for all the 2009-10 Consolidated Plan activities with the exception of the public service programs. While most of the matching funds will be exact figures, some may be approximate dollars due to some projects not being underway. Our Business Revolving Loan Fund (BRLF), Down-payment Assistance Program (DPA) and Affordable Housing Fund (AHF) projects generally require the leveraging of funds. Loans to permanent rental and shelter providers also encourage solicitation of matching funds.

2009-10 Federally Funded Projects Leveraging Funds

Program/Agency HUD Funding

Funded Amount

Matching Funding

Match Amount

Homeownership Center of Tacoma (HCT) – Developer Subsidy

HOME (06,07 & 08)

$895,435 Private Lender(s) State HTF

$1,104,525

Tacoma Down Payment Assistance (DPA) Program

UDAG PI $622,151 Private Lenders, State HTF

$15,022,571

Small Business Incubator / Microenterprise Assistance

CDBG (09) $176,000 Foundations, Port, Pierce County

$554,000

AM Paint Tacoma Beautiful CDBG (09) $71,170 Donations, In-Kind $162,158 Lakewood Down Payment Assistance HOME $32,614 Private Lenders $933,686 Tacoma-Pierce County Habitat for Humanity

CDBG (08) HOME (09)

$180,000 130,000

SHOP, State HTF Private Donations

$740,700

Intercommunity Mercy Housing - New Tacoma Project, Phase 1

HOME (09) $565,000 State HTF, LIHTC, Energy Tax Credits, HUD 202, Pierce Cty, FLHB, United Way, HTF, Private Lenders

$19,889,692

YWCA Wilsonian Apartments Rehabilitation Project

CDBG-R $450,000 Lead-Based Paint Grant, WSHFC, Pierce County, Donations

$3,971,964

TOTALS $3,122,370 $42,379,296 H. Citizen Comments

Citizen comments received during the public comment period ending September 17, 2010, will be included in the report to the U.S. Department of Housing and Urban Development.

32

I. Self-Evaluation

The City of Tacoma’s 2005-2010 Five-Year Consolidated Plan for Housing and Community Development and its 2009-10 Annual Action Plan have had three primary goals: (1) provide decent housing for all residents of the community through ongoing support of continuum of housing opportunities; (2) provide a suitable living environment through maintenance and improvement of existing neighborhoods, addressing service deficiencies and implementing the City’s growth and development concepts; (3) and expand economic opportunities for its residents through creation and retention of employment opportunities, especially for low and moderate income persons. While there has been a significant amount of funding provided in the past from HUD to support these primary goals, current and future needs in Tacoma for assistance far exceed the amount of resources available. Therefore the City Council decided in 1997 to concentrate a majority of the funding support on the goal to provide decent housing by increasing the set aside to 50% of the annual CDBG funds to be expended on housing development programs and 15% for public services related to housing issues that benefit low income persons. These are policies the City Council continues to endorse. Many housing construction projects take two years or more to implement. Tacoma continues to commit funding to projects early in the process; a necessary commitment for developers competing for other federal and state financing. Housing providers that construct or rehabilitate affordable housing submit their new development project applications directly to the Tacoma Community Redevelopment Authority (TCRA). To help facilitate the funding by the TCRA, the application requires the non-profit housing providers to show the design feasibility, site control, project timeline, and funding proposed/committed for their proposals, in addition to other information. In situations when a recipient of CDBG/HOME funds has not or is unable to make timely progress on their project, TCRA has reallocated those funds to other current projects. This has allowed for better decision making on project funding, and more timely expenditure of funds. The efforts of the funded homeownership programs in Tacoma, including the City’s Down Payment Assistance (DPA) program, have supported home purchases in many formerly neglected neighborhoods. The City, as reflected nationwide, is seeing a higher foreclosure rate than normal. Although, due to strict underwriting requirements imposed by TCRA, the DPA default rate has remained relatively constant and has not seen the spike in default rates that have otherwise been experienced in Tacoma and Pierce County. We are, however, beginning to see a reversal of the increased rate of homeownership in targeted neighborhoods due to the nationwide foreclosure situation. Additionally, our traditional homeownership programs, Habitat for Humanity and Homeownership Center of Tacoma, have seen slow-downs in their program as a result of both sub-prime lending and the economic downturn. As with many households nationwide, families traditionally assisted with these programs are also utilizing credit cards at higher rates. Our down payment program are having to screen and underwrite from a larger pool of applicants to locate homebuyers that can meet the necessary underwriting requirements. The availability of the City’s Comprehensive Rehabilitation Program (CRP), the Home Energy Program (HEP), the Moderate Rehabilitation Program (MRP), the Emergency Major Home Repair Program (EMHR), plus the other major and minor home repair programs, and the Paint Tacoma/Pierce Beautiful program continues to assist many low income homeowners (e.g. seniors, disabled) to repair and rehabilitate their houses so they can remain in their homes.

33

Tacoma’s goal for rental units is to increase the supply of affordable rental housing to low-

income elderly and families in the community. Efforts being made by the City of Tacoma, the Tacoma Housing Authority and the participating nonprofit housing providers are working towards meeting the rental objectives. As stated in this report, the City has coordinated its efforts using HUD funding with the various housing providers to construct or renovate affordable rental units. During the 2009-10 program year of the five year Consolidated Plan, 90 permanent rental units were added to the affordable housing inventory with an additional 10 units preserved as affordable housing. Construction is currently scheduled for 363 new units, including 55 units of senior housing, 38 units of permanent rentals for homeless families and 17 units of transitional housing. In addition, the Tenant Based Rental Assistance (TBRA) program continues to provide rent subsidies for homeless or at-risk low income households. In addition to addressing the need for additional homeownership and rental opportunities for low-income Tacoma residents, the City also must continue to support emergency and transitional housing, and assist persons with special needs. During this reporting period the City provided new entitlement CDBG, ESG and HOME funding totaling $4,621,118 to support a variety of activities including projects and programs to address low income housing needs and activities for Tacoma residents. Other funding sources included the City’s General Fund, the countywide Continuum of Care (COC) funding ($2,635,122) to help fund emergency, transitional and special needs housing, funding from the State of Washington’s Neighborhood Stabilization Program (NSP) as well as program income from the Washington State Housing Trust Fund (HTF) and an Urban Development Action Grant (UDAG). Without the help of these sources, coupled with other federal and state funding, there would be a dramatic reduction in the quality of assisted housing and care that could be provided for Tacoma citizens. The City’s performance over this past year, has met the housing objectives that were described in the 2009-10 Annual Action Plan that is a part of the Consolidated Plan for Housing and Community Development 2005-2010. Most of the projects are under contract and funds are being expended, or are now completed, especially those contracted to service providers. To a lesser degree, the City’s Consolidated Plan continues to support several programs that were developed to provide a suitable living environment for Tacoma residents. During the reporting period, support for public improvements and facilities such as street lighting, hazardous sidewalk improvements, LID assessment subsidies (for low income homeowners) and Neighborhood Council (NC) projects in residential neighborhoods were funded with $319,401 in CDBG funds (refer to the “Assessment” section I.A. of this report for further information). Although these projects are supported with both local and HUD federal funds, the City continues to support ongoing projects and programs to address the quality of life in Tacoma neighborhoods. For example, the City Council biannually allocates General Fund monies toward programs that target assistance for the disabled, crime reduction, daytime homeless assistance, food banks, employment and domestic violence. The City also received grants to assist with crime reduction programs, domestic violence, after-school programs and at-risks individuals and families, including the disabled and homeless. As previously discussed, the City’s CDBG program has expended a limited amount of funds to various economic development programs each year. The City actively markets itself to employers and has attracted a number of new businesses in the past year. Due to limited

34

funding for the economic development activities, the City continues to partner with other community agencies: the Economic Development Board (EDB), the Tacoma Urban League (TUL), the Tacoma/Pierce County Chamber of Commerce, and the Foss Waterway Development Authority (FWDA) to coordinate efforts in expanding and creating new businesses and assisting with training opportunities and job development for Tacoma residents. In addition to the concentration on creating new jobs, the City of Tacoma has increased its focus on retaining the existing job base.

II. Additional Narrative for CDBG Funded Recipients A. Assess the relationship of the use of CDBG Funds to the priorities, needs, goals and

specific objectives identified in the Consolidated Plan.

All the 2009-2010 CDBG funded projects addressed priorities and goals set forth in the Consolidated Plan as stated in the Assessment of the “Fifth Year Goals and Objectives” and “Affordable Housing” sections of this report. The Consolidated Plan listed rental and homeownership housing for low-income families and elderly and emergency and transitional housing as the highest priority needs. Other needs that ranked high were park and recreation facilities, childcare centers and services, health facilities, street improvements, crime awareness, micro-enterprise assistance and economic development assistance. The “high priority” funded programs received 100% of the CDBG project budget.

B. Changes in the program objectives.

There were no changes to the 2005-2010 five year Consolidated Plan’s program objectives during the past fiscal year. As part of the City’s effort to obtain better project data and other information to meet the performance requirements, goals and objectives, a new 2010-2015 five year Consolidated Plan was complied and approved for future program years.

35

Efforts in carrying out the planned actions described in the City’s Annual Action Plan as part of the grantee certification.

The City of Tacoma has funded, carried out the implementation, and monitored the projects as stated in the 2009-2010 Annual Action Plan, including any amendments, of the Consolidated Plan. The City has complied with all the specific CDBG certifications. Approved programs for the CDBG funding were implemented by the City of Tacoma and TCRA or by private non-profits that provided the services for low-income Tacoma residents as described and listed in the Annual Action Plan for this reporting period. By referring to Section I.A. of this report and comparing it with the 2009-2010 Policy Statement, it will attest to the City’s commitment to support affordable housing programs, public improvements, and service programs that benefit low-income Tacoma residents.

D. Were grantee funds used exclusively for the three National Objectives for the CDBG

program?

All programs funded by CDBG have benefited low to moderate-income Tacoma residents. E. Was there any CDBG funded projects that displaced people or businesses that

required relocation services?

The YWCA of Pierce County displaced the existing tenants of the Wilsonian Apartments when they acquired the property for use as an emergency/transitional shelter.

F. Other required CDBG information. (1) During this reporting period, were economic development activities undertaken where

jobs were made available to low-to-moderate income persons, but not taken by them? HUD funded economic development activities were located within the City of Tacoma

and generally within the City’s Renewal Community (RC). Within this community, all jobs are presumed to be held by low to moderate income individuals.

(2) Are any CDBG funded activities during the program year serving a Limited Clientele that

does not fall in a Presumed Limited Clientele category? Several of the Public Service programs funded with CDBG serve a clientele that cannot be

presumed as low-income. In these programs, additional information is required to insure the CDBG funds benefit low-to-moderate income individuals. Additional information includes income certification and certification by a third party, such as a school.

(3) Do any programs generate program income to revolving funds?

Yes. Refer to the HUD Form 4949.3 “Financial Summary and Financial Summary Narrative” located in the Appendix. This report also shows the obligations and expenditures the City of Tacoma has made for the 2009-2010 program year. The expenditures are summarized to determine the relevant indicator for low and moderate income, planning and administration, public services activities and economic development.

36

(4) Describe each completed housing program during this reporting period and their number of units completed and funding sources. CDBG funded projects are shown below:

CDBG Funded Housing Projects Completed, 2009- 2010

Program Name # of Units Funded Amount AM Paint Tacoma Beautiful 44 homes $ 71,170 MDC Emerg. Minor Repair 152 homes $ 130,000 MDC Minor Home Repair 52 houses $ 40,000 City Comp Rehab Program 1 houses $ 65,000 City Emergency Major Home Repair

36 houses $ 227,423

City Housing Energy Prgm 3 houses $ 55.000 City Moderate Rehabilitation 5 houses $ 125,000 Lakewood Rehabilitation 5 houses $ 393,210

(5) What progress has been made with the Renewal Community (RC) Plan?

This on-going program revitalizes and helps rebuild the East, Hilltop, Port and Central Business District neighborhoods through the creation and expansion of jobs and businesses. The progress report can be found in Section I. Goal 3 Expanded Economic Opportunities, “Objective A – Support the City’s Renewal Community Activities.

III. Additional Narrative Required for HOME Funded Recipients

A. Analyze the Extent to which HOME funds were distributed among different categories of housing needs identified in the Consolidated Plan. Close to $33 million has been awarded to the City of Tacoma / Tacoma Consortium since the onset of the HOME Investment Partnership Act. Of that $33 million, around $1.2 million was awarded to Tacoma projects during the 2009-2010 program year. Analysis of individual projects has been presented in the “Assessment of the Fifth Year Goals and Objectives” in Section I of this report. During the program year, recaptured funds as well as reallocated funds and project income were awarded. Distribution of HOME funds for program year 2009-2010 is listed below.

Increase the supply of affordable housing for low-income renters IMH New Tacoma Project

$ 565,000 75 units

Preserve and rehabilitate affordable housing KWA Olympus Hotel Project

$236,113 40 units

Assist existing homeowners to maintain their homeownershipLakewood – Housing Rehabilitation Program

$ 233,533 5 homeowners

Assist moderate-income households become first time homeownership Homeownership Center of Tacoma

$306,075 6 homeowners

Habitat for Humanity – Shirley Street Project

$120,000 6 units

Lakewood – Habitat for Humanity Project

$173,532 3 units

37

B. Report all match contributions made for the period covered by the Consolidated

Plan program year.

Further information on the overall status of meeting the HOME match requirements may be found in this report on HUD Form 40107-A, which is located in the Appendix.

C. Report Contracts and Subcontracts with Minority Business Enterprises (MBEs) and

Women Business Enterprises (WBEs).

General contractors meeting the MBE and WBE definitions are encouraged to apply on all construction contracts. General contractors who do not meet these definitions are encouraged to utilize MBE and WBE sub-contractors. The Metropolitan Development Council, the Tacoma Housing Authority and Homeownership Center of Tacoma utilize MBE and WBE enterprises.

D. What are the results of on-site inspections of the affordable rental housing assisted by HOME funds and an assessment the affirmative marketing actions and outreach to minority and women-owned businesses.

Each recipient of HOME funds signs an agreement requiring their agency to retain records which show compliance with fair housing and equal opportunity requirements. As in the past, review of rent compliance and income documentation continue to reflect a high percentage of compliance. The non-profit managers have a good understanding of the low-income qualification process. In addition, they, in large part, are able to assist their existing and potential tenants with a wide variety of other services often needed by low-income families. These services include accessing the Section 8 housing vouchers, child care referrals, health care options, case management, substance abuse treatment, and after school activities for at-risk youth. During the portfolio review, the City noted no compliance issues needed to be addressed with the appropriate property management staff. The Housing Quality Standards (HQS) inspections of all HOME assisted units occur at their scheduled timeframe. As in the past, many of the items noted in the Housing Quality Standard (HQS) inspection were minor items and easily corrected by the maintenance team. Additionally, the HQS Inspectors were able to address potential future problems and provide insight to avoiding or addressing those areas. The agreements also require that they affirmatively market to minority and women owned construction contractors and sub-contractors whenever the agencies are bidding for new construction or rehabilitation work. In response to the passage of recent initiatives, the City has undertaken its own program to support and encourage the involvement of small business. The outreach includes streamlining the bidding and purchasing process, presentations to various business organizations, particularly those who cater to the minority and women owned businesses, and updating website information and placing some bidding processes on-line.

38

IV. Additional Narrative Required for HOPWA Funded Recipients:

Tacoma receives no HOPWA funding.

V. Additional Narrative Required for ESG Funded Recipients:

A. Describe activities supported directly with Emergency Shelter Grant (ESG)funds that addresses homeless prevention goals and objectives established in the Consolidated Plan

Tacoma was awarded an ESG for $126,803 in 2009-2010 to support the City’s homeless shelters. The summary of funds, awarded to 10 housing agencies providing assistance to homeless families, individuals and persons with special needs, are listed in sections I.A. (d) and (e) in this report.

B. Describe the source and amount of funds used to meet the match requirement of the

ESG program.

Emergency Shelter Grant Matching Funds

Project Name ESG Funding Matching Funds

Source

CCS – Phoenix Housing $ 22,000 $ 22,000 ESAP & Private Foundations CCS – Tacoma Avenue Shelter 10,000 10,000 Gottfried & Fuchs Foundation HHH Emergency Housing 12,000 12,000 United Way KWA We Are Family Program 10,000 10,000 State Housing Trust Fund MDC Sobering Ctr of Tacoma 13,640 10,000 Franciscan Health, MultiCare

Health Systems NPHA Emergency Shelter & Transitional Housing

10,000 10,000 Puyallup Tribe Charity

SSOS Safe Program 7,822 10,000 GTCF TRM New Life Square Emergency Services

10,000 10,000 Individual Donors

YWCA Women’s Support Shelter

25,000 25,000 DSHS Domestic Violence

HRHS / ESG Administration 6,341 TOTAL $126,803

39

VI. Public Participation Requirements

A. Make the Consolidated Annual Performance and Evaluation Report Available to the Public for Examination and Comments for a Period of 15 Days

The 15-day period for examination and review took place September 3 through 17, 2010. The City provided public notice on September 3, 2010 in The News Tribune. Copies of the report were available at the Community and Economic Development Department located at 747 Market Street Suite 1036, Tacoma, WA 98402. Comments received from the public during the review period were forwarded to the Department of Housing and Urban Development.

B. Identify Each Federal Grant, the Funds Made Available, the Funds Committed, the Funds Expended and the Geographic Distribution that Furthered the Objectives Listed in the Consolidated Plan.

Please refer to the table, Total Federal Funds Available, Annual Expenditures, and Geographic Distribution of funds on Existing Activities within the City of Tacoma (July 1, 2009 – June 30, 2010), as provided in the Appendix. The following reports were generated from the Integrated Disbursement and Information System (IDIS) and are available upon request from the Community and Economic Development Department, 747 Market Street, Room 1036, Tacoma, WA 98402 or by calling (253) 591-5365. 1. Summary of Accomplishments Report (C04PR23) 2. Consolidated Annual Performance and Evaluation Report (C04PR06) 3. Status of HOME Grants (C04PR27) 4. Status of HOME Activities (C04PR22) 5. Status of CHDO Funds (C04PR25) 6. Summary of Financial (CO4PR26) 7. Summary of CDBG Activities (C04PR03) 8. Rehab CDBG Activities (C04PR10) 9. ESG Program for Grantee Statistics (CO4PR19) 10. ESG Activity Summary Report (CO4PR20) 11. ESG Financial Summary (CO4PR12)

40

APPENDIX

41

Financial Summary U.S. Department of Housing and Urban Development

Grantee Performance Report Office of Community Planning and Development Community Development Block Grant Program

Public Reporting Burden for this collection of information is estimated to average 12 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and review the collection of information. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to the Reports Management Officer, Office of Information Policies and Systems, U.S. Department of Housing and Urban Development, Washington D.C. 20410-3600 and to the Office of Management and Budget, Paperwork Reduction Project (2506-0077), Washington D.C. 20503. Do not send this completed form to either of these addresses.

1. Name of Grantee: 2. Grant Number: 3. Report Period: City of Tacoma B-09-MC-53-0007 From 7-1-09 to 6-30-10

Part 1: Summary of CDBG Resources ______________________________________________________________________________________________________________________________________________________________________________________________________

1. Unexpended CDBG funds at end of previous reporting period (Balance from prior program years) $ 2,882,981 _____________________________________________________________________________________________________________________________________________________________________

2. Entitlement Grant from form HUD-7082 $ 2,915,813 _____________________________________________________________________________________________________________________________________________________________________

3. Surplus Urban Renewal Funds $ 0 _____________________________________________________________________________________________________________________________________________________________________

4. Section 108 Guaranteed Loan Funds (Principal Amount) $ 0 _____________________________________________________________________________________________________________________________________________________________________ 5. Program Income received by Grantee Subrecipient (Column A) (Column B) a.. Revolving Funds $ 393,644 $ 0 __________________________________________________________________________________________

b. Other (identify below. If more space is needed use an attachment)

Float Loan (principal and interest) $ 618,000 ____________________________________________________________________________________________________________________________________________________________________

c. Total Program Income (Sum of columns a and b) $ 1,011,644 _____________________________________________________________________________________________________________________________________________________________________

6. Prior Period Adjustments (if column is a negative amount, enclose in brackets) $ (9,108) _____________________________________________________________________________________________________________________________________________________________________

7. Total CDBG Funds available for use during this report period (sum of lines 1 through 6) $ 6,801,348 _____________________________________________________________________________________________________________________________________________________________________

Part II: Summary of CDBG Expenditures _____________________________________________________________________________________________________________________________________________________________________

8. Total expenditures reported on Activity Summary, forms HUD-4949.2 & 4949.2A $ 4,112,559 _____________________________________________________________________________________________________________________________________________________________________

9. Total expended for Planning & Administration, form HUD-4949.2 $ 527,119 _____________________________________________________________________________________________________________________________________________________________________

10. Amount subject to Low/Mod Benefit Calculation (line 8 minus line 9) $ 3,585,440 ______________________________________________________________________________________________________________________________________________________________________

11. CDBG funds used for Section 108 principal & interest payments $ 0 ______________________________________________________________________________________________________________________________________________________________________

12. Total expenditures (line 8 plus line 11) $ 4,112,559 ______________________________________________________________________________________________________________________________________________________________________

13. Unexpended balance (line 7 minus line 12) $ 2,688,789 ______________________________________________________________________________________________________________________________________________________________________

Part III. Low/Mod Benefit This Reporting Period

14. Total Low/Mod credit for multi-unit housing expenditures (from form HUD-4949.2A) $ 0 ______________________________________________________________________________________________________________________________________________________________________

15. Total from all other activities qualifying as low/mod expenditures (from forms HUD-4949.2 and HUD 4949.2A) $ 3,585,440 ______________________________________________________________________________________________________________________________________________________________________

16. Total (line 14 plus line 15) $ 3,585,440 ______________________________________________________________________________________________________________________________________________________________________

17. Percent benefit to low/mod persons (line 16 divided by line 10 this reporting period) 100% This form may be reproduced on local office copiers Previous editions are obsolete. (Retain this record for 3 years

42

___________________________________________________________________________________________________________________________

Part IV. Low/Mod Benefit for Multi-Year Certifications (Complete only if certification period includes prior years)

Program years (PY) covered in certification PY _______ PY _______ PY _______ ______________________________________________________________________________________________________________

18 Total Low/Mod credit for multi-unit housing expenditures (from form HUD-4949.2A) $ 0 ___________________________________________________________________________________________________________________________

19. Cumulative expenditures benefiting low/mod persons $ 0 ___________________________________________________________________________________________________________________________

20. Percent benefit to low/mod persons (line 19 divided by line 18) % ___________________________________________________________________________________________________________________________

Part V. For Public Services (PS) Activities Only: Public Service Cap Calculation ___________________________________________________________________________________________________________________________

21 Total PS expenditures from column h, form HUD-4949.2A $ 435,840 ___________________________________________________________________________________________________________________________

22. Total PS unliquidated obligation from column r, form HUD-4949.2A $ 49,154 ___________________________________________________________________________________________________________________________

23. Sum of line 21 and line 22 $ 484,994 ___________________________________________________________________________________________________________________________

24 Total PS unliquidated obligations reported at the end of the previous reporting period $ 74,292 ___________________________________________________________________________________________________________________________

25. Net obligations for public services (line 23 minus line 24) $ 410,702 ___________________________________________________________________________________________________________________________

26. Amount of Program Income received in the preceding program year $ 399,938 ___________________________________________________________________________________________________________________________

27. Entitlement Grant Amount (from line 2) $ 2,915,831 ___________________________________________________________________________________________________________________________

28. Sum of lie 26 and line 27 $ 3,315,769 ___________________________________________________________________________________________________________________________

29. Percent funds obligated for Public Service Activities (line 25 divided by line 28) $ 12% ___________________________________________________________________________________________________________________________

Part VI. Planning and Program Administration Cap Calculation ______________________________________________________________________________________________________________

30. Amount subject to planning and administrative cap (grant amount from line 2 plus line 5c) $ 3,927,475 ___________________________________________________________________________________________________________________________

31. Amount expended for Planning & Administration (from line 9 above) $ 527,119 ___________________________________________________________________________________________________________________________

32. Percent funds expended (line 31 divided by line 30) $ 13% __________________________________________________________________________________

Instructions Name of Grantee: Enter the grantee’s name as shown on the approved Grant Amendment (form HUD-7082) for the most recently completed program year. Grant Number: Enter the grant number assigned by HUD to the Community Development Block Grant for the most recently completed program year. Period Covered: Enter the beginning date and the ending date for the most recently completed program year.

43

HUD Form 4949.3 Financial Summary Narrative (July 2009 – June 2010)

A. PROGRAM INCOME RECEIVED

1. NPP-Comprehensive Repair Program $ 234,722 2. Home Energy Program 790 3. Moderate Home Repair Program 2,655 4. Major Home Repair Program 43,766 5. Down Payment Assistance Program 21,213 6. Metropolitan Development Council 8,052 7. Business Revolving Loan Fund 79,790 8. Fern Hill Terrace Apartments 4,680 9. Float Loan Principal 600,000

10. Float Loan Interest 18,000 Total $1,011,644

B. PRIOR PERIOD ADJUSTMENTS NARRATIVE

There were no prior period adjustments.

C. LOANS AND OTHER RESERVES NARRATIVE

1. Float funded activity outstanding as of the end of the 2009-2010 reporting period was zero.

2. Total number of amortizing loans outstanding and principal balance as of the end of the

reporting period. Comprehensive Repair Program (housing rehab) Loans outstanding - 21 Principal balance - $176,331 Economic Development Program (BRLF) Loans outstanding - 8 Principal balance - $1,151,842

Home Energy Program Loans outstanding 1 Principal balance $ 3,124 Scattered Site Housing (rental rehab)

Loans outstanding - 2 Principal balance - $148,940

44

Metropolitan Development Council (Pacific Courtyard) Loan outstanding - 1 Principal balance - $165,726

3. Total number of outstanding loans that are deferred or forgiven, the principal balance

owed as of the end of the reporting period and the terms of the deferred or forgiveness: Comprehensive Repair Program (housing rehab) Loans outstanding - 112 Principal balance - $3,556,630 Terms - 3 to 20 years deferred Moderate Rehabilitation Program Loans outstanding - 14 Principal balance - $319,927 Terms - 20 years deferred Home Energy Program Loans outstanding - 14 Principal balance - $240,713 Terms - 20 years deferred Down Payment Assistance (housing down payments) Loans outstanding - 208 Principal balance - $2,407,149 Terms - 20 years deferred Major Home Repair Program Loans outstanding - 261 Principal balance - $1,315,191 Terms - 20 years deferred

Catholic Community Services (Emmons Apartments) Loan outstanding - 1 Principal balance - $349,264

Scattered Site Housing (housing rehab) Loans outstanding - 9 Principal balance - $335,140 Terms - 20-40 years forgivable

45

TRM Colonial Square (44 multi-family unit rehab) Loans outstanding - 1 Principal balance - $14,212 Terms - 50 year deferred; accrued 1% interest annually TRM Jefferson Square (43 multi-family unit rehab) Loans outstanding - 1 Principal balance - $409,950 Terms - 20 years deferred

TRM Adams Square Family Center Loan Outstanding - 1 Principal - $1,093,521 Terms - 30 years foregiven TRM Tyler Square, Phase II Loan Outstanding - 1 Principal - $545,130 Terms - 30 years deferred

PAAYS Group Home (Siding Project) Loan outstanding - 1

Principal balance - $33,944 Terms - 15 years deferred

Fern Hill Terrace (apartment improvements) Loan outstanding - 1

Principal balance - $468,000 Terms - Annual Interest Payments of $4,680 (beginning 11-01-08)

New Look Senior Housing (new construction) Loan outstanding - 1

Principal balance - $110,000 Terms - 15 years deferred

Habitat for Humanity (site acquisition for new housing) Loans outstanding - 10 Principal balance - $79,550 Terms - 20 years deferred Metropolitan Development Council Loan outstanding - 2 Principal balance - $310,119 Terms - 20-30 years deferred

46

Tacoma Rescue Mission – New Life Square Loan outstanding 1 Principal outstanding $1,155,394 Terms 20 years forgiven AIDS Housing Association of Tacoma Loan outstanding 2 Principal outstanding $348,646 Terms 30 years forgivable Fourth & I Investors, LLC (Annobee Apartments) Loan outstanding 1 Principal outstanding $165,000 Terms 11 years deferred, 14 years repayable Tacoma Housing Authority (Fircrest Court) Loan outstanding 1 Principal outstanding $367,565 Terms 30 years forgivable The Joseph Foundation Loan outstanding - 1

Principal balance - $40,000 Terms - 30 years forgivable

Mercy Housing Washington VII (Hillside Gardens) Loan outstanding - 1 Principal outstanding - $400,000 Terms - 40 years forgivable Mercy Housing Washington VIII (Eliza McCabe Townhouses) Loan outstanding - 1 Principal outstanding - $300,000 Terms - 40 years forgivable International Place Council Loan outstanding 1 Principal outstanding $232,000 Terms 40 years forgivable Tacoma Housing Authority (Hillside Terrace) Loan outstanding - 1 Principal outstanding - $173,618 Terms - 30 years forgivable

47

Lakewood Area Shelter Association Loan outstanding - 2 Principal outstanding - $114,998 Terms - 30 years forgivable Inland Empire Residential Resources Loan outstanding - 1

Principal balance - $141,266 Terms - 30 years forgivable

Salishan Senior Housing Loan outstanding 1 Principal balance $672,674 Terms 40 years forgivable

4. Amount of loans made with CDBG funds that have gone into default and for which the

balance was forgiven or written off during the reporting period: MLK Loans: Scattered Site Housing (loss on Notes Receivable) Loans written off 1 Amount of loan $10,026 Scattered Site Housing (loss on Notes Receivable) Loans written off 1 Amount of loan $3,080

5. Property acquired with CDBG funds that is available for sale:

There were no properties available for a sale during the program year. 6. List any lump sum draw-down agreements.

There are no lump sum draw-down agreements.

48

D. Reconciliation Of Line(s) Of Credit (LOC) And Cash Balances To Unexpended Balance Of CDBG Funds Shown On Caper

UNEXPENDED BALANCE SHOWN ON FINANCIAL SUMMARY

$ 2,688,789

ADD: LOC balance(s) as of GPR Date $ 2,578,400 Cash on Hand: Grantee Program Account $ 60,597 Subrecipients Program Accounts $ 0 Revolving Fund Cash Balances $ 58,900 Section 198 Accounts $ 0 (in contract) SUBTRACT: Grantee CDBG Program Liabilities $ 9,108 (include any reimbursements due to the Grantee from program funds) $ 0 Subrecipient CDBG Program

Liabilities (include any reimbursement due to the Grantee from program funds)

$ 0

TOTAL RECONCILING BALANCE: $ 2,688,789 UNRECONCILED DIFFERENCE: $ 0

E. Calculation Of Balance Of Unprogrammed Funds

Amount of funds available During the reporting period (from line 7 of HUD-4949.3) $ 6,801,348 Add: Income expected but not yet realized** $ 0 SUBTOTAL $ 6,801,348 Less: Total budgeted amount on HUD-4949.2/2a $ 6,734,948 UNPROGRAMMED BALANCE $ 66,400

49

Total Federal Funds Available, Annual Expenditures and Geographic Distribution of Funds On Existing Activities within the City of Tacoma

(July 1, 2009 – June 30, 2010) The following table identifies the activities which had Federal funds, including program income, available during the past program year. These funds may have been awarded during a prior program year. This table includes the geographic distribution of funds by census tract(s), and the amount expended during the program year by each activity. Please note that the census tract provided for many of the services indicate the census tract for the provider’s main office. Many services are available citywide. Available funds and expenditures are provided by funding source. Specific information on funding and locations of direct benefit clients are on file with the Cities of Tacoma and Lakewood.

Project Name CDBG Funds

CDBG Program Income

HOME Program Income

HOME Funds

ESG Funds

CDBG-R Funds

HPRP (ESG) Funds

NSP Funds

Lead Hazard Funds

CensusTracts

Funds Expended

Housing Improvements

TCRA Neigh Pres. Prgm (NPP)

$ 671,997 $ 150,239 Citywide CDBG $200,332, Program Income (CDBG) $150,239

TCRA Comp Rehab (NPP)

138,153 Citywide Program Income (CDBG) $ 133,730

TCRA Home Energy (NPP)

59,337 Citywide Program Income (CDBG) $ 59,337

TCRA Moderate Home Repair (NPP)

13,126 Citywide Program Income (CDBG) $13,126

TCRA Housing Affordability Fund

300,000 Citywide

MDC Emergency Minor Home Repair

114,898 33,858 Citywide CDBG, $114,382, Program Income (CDBG) $33,858)

TCRA Emergency Major Home Repair

213,043 76,300 Citywide CDBG, $133,669 Program Income (CDBG) $ 76,300

50

Project Name CDBG

Funds CDBG

Program Income

HOME Program Income

HOME Funds

ESG Funds

CDBG-R Funds

HPRP (ESG) Funds

NSP Funds

Lead Hazard Funds

CensusTracts

Funds Expended


TCRA Down Payment Assistance

$ 42,783 $ 40,401 $750,000 Citywide Program Income (CDBG) $ 195 NSP $307,812

MLKHDA Scattered Site Housing

12,796 Citywide Program Income (CDBG) $12,796

MDC Minor Home Repair

38,897 4,963 Citywide CDBG $ 38,897 Program Income (CDBG) $ 4,963

Habitat for Humanity 350 512,000 Citywide Program Income (CDBG) $ 350 NSP $ 446,648

HCT (Developer Subsidy

854,418 872,000 Citywide HOME $ 451,575 NSP $1,124,223

Paint Tacoma Beautiful

55,775 15,395 Citywide CDBG, $ 37,404, Program Income (CDBG) $ 15,395

CED NPP/Home Repair Staff

407,206 45,520 Citywide CDBG $ 362,393, Program Income (CDBG) $ 45,520

Fire Sprinkler 10,000 Citywide

THA Salishan Relocation

20,588 8,218 622 CDBG $ 20,588, Program Income (CDBG) $ 8,218

Blighted Structures 51,949 Citywide

THA – Salishan VI 27,297 160,830 622 HOME $ 160,830, Program Income (CDBG) $ 27,297

THA Hillsdale Heights 1,190,095 HOME ($194,514) Returned to HUD

American Baptist Homes

672,674 327,326 CDBG $ 672,674, Program Income (CDBG) $ 327,326

IMH Senior Housing Project

449,609 Citywide HOME $ 449,609

51

Project Name CDBG

Funds CDBG

Program Income

HOME Program Income

HOME Funds

ESGFunds

CDBG-R Funds

HPRP (ESG) Funds

NSP Funds

Lead Hazard Funds

CensusTracts

Funds Expended


PC Alliance for Habitat-Shirley Street

$ 8,759 $111,241 Citywide HOME $ 111,241, Program Income (HOME) $ 8,759

Korean Women’s Association

236,113

KWA – Olympus Hotel

88,887 Citywide

YWCA Wilsonian Apartments

507,758 314,880 Citywide (CDBG-R)$324,303 Lead Hazard Funds $ 206,034

MDC Detox Center 149,050 Citywide (CDBG-R) $44,922

Tacoma Housing Authority

1,243,705 Citywide NSP $ 520,811

Subtotals $2,388,696 $ 598,656 $36,056 $3,629,632 $ 0 $ 656,808 $ 0 $3,377,705 $ 314,880

Public Improvements

Hazardous Sidewalks $ 150,525 $ 28,324 Program Income (CDBG) $ 28,324

Local Improvement District Asst Program

468,686

Subtotals $ 619,211 $ 28,324 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0

52


CDBG Program Income

HOME Program Income

HOME Funds

ESGFund

CDBG-R Funds

HPRP (ESG) Funds

NSP Funds

Lead Hazard Funds

CensusTracts

Funds Expended

Economic Development

MDC Women’s Entreprenerial Assist.

$ 87,455 $ 15,996 CDBG $ 49,681, Program Income (CDBG) $ 15,996

WMF Small Business Incubator

215,258 64 CDBG $ 125,406, Program Income (CDBG) $ 64

Business Revolving Loan Fund (BRLF)

410,941 Program Income (CDBG) $ 396,670

WMF Scientific-Technology Center

250,000 CDBG $ 250,000

Subtotals $552,713 $ 427,001 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0

Public Services: YWCA Women’s Support Shelter

$ 37,060 $10,353 $ 27,083 Citywide CDBG $ 33,796, Program Income (CDBG) $ 10,353 ESG $ 24,210

YWCA – Legal Services


TRM Emergency Services Center

31,718 10,424 12,137 Citywide CDBG $ 30,223, Program Income (CDBG) $ 10,424 ESG $ 9,637

TACID 16,098 5,890 Citywide CDBG $ 13,059, Program Income (CDBG) $ 5,890

Shared Housing Services


WWEE Housing Bridge


53


CDBG Program Income

HOME Program Income

HOME Funds

ESG Funds

CDBG-R Funds

HPRP (ESG) Funds

NSP Fund

Lead Hazard Funds

Census Tracts

Funds Expended

[Public Services

PCAF Housing Options

$ 7,032 $ 3,234 CDBG $ 5,648, Program Income (CDBG) $ 3,234

WWEE Reach Plus Program


LASA Housing Services


KWA We Are Family

13,446 5,125 10,701 CDBG $ 11,684, Program Income (CDBG) $ 5,125 ESG $ 9,043

SA Emergency Family Shelter


CCS Phoenix Housing

25,141 17,454 27,080 290,609 CDBG $ 19,758, Program Income (CDBG) $ 17,454 ESG $ 20,934 HPRP $38,511

CCS Tacoma Avenue Shelter

7,520 7,480 10,000 CDBG $ 5,497, Program Income (CDBG) $ 7,480 ESG $ 7,123

Helping Hand House Emergency Housing

10,679 191 13,000 CDBG $ 9,843, CDBG PI $ 191 ESG $ 12,626

PCJCDP Community Services by Youth


KWA/ICSC – SE Asian Families


Boy/Girls Club – Club to Careers

$ 19,285 $ 1,399 Citywide CDBG $ 15,190, Program Income (CDBG) $ 1,399

54


CDBG Program Income

HOME Program Income

HOME Funds

ESG Funds

CDBG-R Funds

HPRP (ESG) Funds

NSP Funds

Lead Hazard Funds

Census Tracts

Funds Expended

Public Services MBCHHC Children’s Advocacy


MDC The Sobering Center

15,884 Citywide ESG $ 10,533

New Phoebe House Association Emergency Shelter

8,578 2,251 10,461 Citywide CDBG $ 7,827 Program Income (CDBG) $ 2,251 ESG $ 10,359

SSOS Safe Program 9,178 Citywide ESG $ 7,222

IMH Service Enriched

18,079 8,336 Citywide CDBG, $ 15,992, Program Income (CDBG) $ 8,336

FRH Clubhouse Program

23,071 5,103 CDBG $ 19,721, Program Income (CDBG) $150,239

TCH - Employment Now

115,907 CDBG-R $ 31,835

Associated Ministries

62,366 HPRP $ 17,987

South Sound –Phoenix

43,893 HPRP $ 8,534

South Sound – Concierge

67,798 HPRP $ 5,565

PC Housing Authority

393,755 HPRP $ 90,220

WWEE – Concierge Program

67,798 HPRP $ 9,262

TCH – Concierge Program

67,798 Citywide HPRP $ 6,370

Exodus Housing 31,301

Salvation Army 145,678

Subtotal $ 358,876 $ 129,803 $ 0 $ 0 $ 135,522 $ 115,907 $ 1,170,996 $ 0 $ 0

55


CDBG PI Funds

HOME PI Funds

HOME Funds

ESG Funds

CDBGR Funds

HPRP Funds

NSP Funds

Lead Hazard

Census Tracts

Funds Expended

Other Activities Neighborhood Council Program

$ 627,476 $ 8,163 Citywide CDBG $ 19,662, Program Income (CDBG) $ 8,163

CDBG / HOME / ESG / NSP / LHF / HPRP Administration

416,214 171,521 82,355 6,341 11,828 177,773 37,458 CDBG $ 356,873 CDBG PI $171,521 HOME $ 55,100 HPRP $ 884 ESG $ 6,341 NSP $ 15,497 LHF $ 6,847

CDBG Direct Project Expense

58,693 28,538 Citywide CDBG $ 45,903 Program Income (CDBG) $ 28,538

THA TBRA 221,442 Citywide HOME $ 62,822 Code Enforcement Relocation

23,294 Citywide CDBG $ 23,294

Impact Capital 50,000 14,725 Citywide CDBG $ 7,500 CDBG PI $ 14,725

Subtotals $ 1,175,667 $ 222,948 $ 0 $ 303,797 $ 6,341 $ 0 $ 11,828 $ 177,773 $ 37,458

Lakewood Rehabilitation Program

$ 41,409 $1,231,635 Citywide HOME $ 317,094 HOME PI $41,409

Habitat for Humanity

28,843 128,574 HOME $ 127,467 HOME PI $28,843

Lakewood AHF 173,532 Citywide

Down Payment Assistance

44,135 Citywide HOME $ 36,977

HOME Admin. 70,802 Citywide HOME $23,819

Subtotals $ 0 $ 0 $ 70,252 $ 1,648,678 $ 0 $ 0 $ 0 $ 0 $ 0

TOTAL AVAILABLE / EXPENDED

$ 5,095,172 $ 1,406,732 $ 106,308 $ 5,609,404

$ 141,863

$ 772,715

$1,182,824 $ 3,555,478 $ 352,338

56

INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM (IDIS) REPORTS

Following are reports are required by the U.S. Department of Housing & Urban Development (HUD) to be made available to the public upon request. These reports are generated off of HUD’s IDIS database system. The CDBG, HOME and ESG records for the City of Tacoma do not match these generated reports. The City continues to work with HUD to enhance and reconcile the information provided in these reports. The included reports, and their intent, are as follows: 1) Summary of Accomplishments Report (PR 23) presents data on CDBG and HOME activity

counts and disbursements by priority need categories. It also contains data on CDBG accomplishments by various units of measure and housing units by racial/ethnic categories and HOME housing units by various income groups.

2) Consolidated Annual Performance and Evaluation Report (PR 06) tracks progress in

implementing projects identified in the action plan. This report lists all projects for a plan year in sequence by project number. Disbursements are summarized by program for each project’s activities. Accomplishments reported for the program year are summarized for each program area.

3) Status of HOME Grant (PR 27) provides a summary of funding by fiscal year. This report

contains the key programmatic indicators. The funding report show the status of commitments, disbursements, administrative funds, Community Housing Development Organization (CHDO) operating funds, all CHDO funds, CHDO loan/capacity building, and other entities and program income.

4) Status of HOME Activities (PR 22) shows the status of current HOME activities. The report

lists activities which are currently open and funded or which have been closed out within the past 12 months. For each activity, the report shows the address, the number of units, funds committed and disbursed and activity status.

5) Status of CHDO Funds (PR 25) shows for each fiscal year the funds reserved, committed and

disbursed for each CHDO. 6) Summary of Activities (PR 10) lists each rehabilitation activity along with amount expended,

completed low and moderate income units and occupied low and moderate units. 7) ESG Program for Grantee Statistics (PR 19) provides statistics on the characteristics of

beneficiaries and services for each ESG project or activity. 8) ESG Activity Sumary Report (PR 20) provides the amounts that are committed and disbursed

by type of ESG expenditure. 9) ESG Financial Summary (PR 12) shows the grant, committed and disbursed amounts for

each ESG project or activity.

57

Acronym Key Acronym: Name: AAP Annual Action Plan ABHOW American Baptist Homes of the West ADA Americans with Disabilities Act AI Analysis of Impediments (to fair housing choices) AM Associated Ministries AMI Area Median Income BRLF Business Revolving Loan Fund CAPER Consolidated Annual Performance and Evaluation Report CCS Catholic Community Services CRD Commercial Revitalization Deduction CDBG Community Development Block Grant (CDBG-R = stimulus funds) CFHP Crime Free Housing Program CHDO Community Housing Development Organization COC Continuum of Care CED Community and Economic Development (City of Tacoma) CRP Comprehensive Rehabilitation Program (City of Tacoma) CUW Center for Urban Waters DPA Down Payment Assistance DC Department of Commerce (State of Washington) EDA Economic Development Administration EDB Economic Development Board of Tacoma-Pierce County EMHR Emergency Major Home Repair (City of Tacoma) ESG Emergency Shelter Grant FHAP Fair Housing Assistance Program FHCW Fair Housing Center of Washington FHLB Federal Home Loan Bank FWDA Foss Waterway Development Authority FRH Friends of Rose House GLMH Greater Lakes Mental Healthcare HCDA Housing and Community Development Act HCT Homeownership Center of Tacoma HH Habitat for Humanity HHH Helping Hand House HOME Home Investment Partnership Act HEP Housing Energy Program (City of Tacoma) HOPE VI Housing Opportunities for People Everywhere HOPWA Housing Opportunities for Persons With AIDS HQS Housing Quality Standards HRHS Human Rights and Human Services (City of Tacoma) HSC Human Services Commission HTF Housing Trust Fund HUD U.S. Department of Housing and Urban Development IC Impact Capital

58

IDIS Integrated Disbursement & Information System IMH Intercommunity Mercy Housing JBLM Joint Base Lewis-McChord KWA Korean Women’s Association LASA Lakewood Area Shelter Association LID Local Improvement District LBP Lead-Based Paint LIHTC Low Income Housing Tax Credit LPC Landmarks Preservation Commission MBCHHC Mary Bridge Children’s Hospital and Health Center MWBE Minority and Women-owned Business Enterprises MDC Metropolitan Development Council MDC-EMHR Emergency Minor Home Repair MDC-MHR Minor Home Repair MRP Moderate Rehabilitation Program (City of Tacoma) NBDP Neighborhood Business District Program NDC National Development Council NMTC New Market Tax Credits NOFA Notice Of Funding Availability NPP Neighborhood Preservation Program NSP Neighborhood Stabilization Program NPHA New Phoebe House Association PC Pierce County PCAF Pierce County AIDS Foundation PCJC Pierce County Juvenile Court PTE Property Tax Exemption RC Renewal Community SA Salvation Army SBA Small Business Administration SHS Shared Housing Services SSOS South Sound Outreach Services TACID Tacoma Area Coalition of Individuals with Disabilities TBRA Tenant-Based Rental Assistance TCRA Tacoma Community Redevelopment Authority THA Tacoma Housing Authority TPCHC Tacoma-Pierce County Housing Consortium TRM The Rescue Mission TUL Tacoma Urban League UDAG Urban Development Action Grant UWPC United Way of Pierce County UWT University of Washington Tacoma WEAP Women’s Entrepreneurial Assistance Program WMFSBI William M. Factory Small Business Incubator WWEE Washington Women’ Employment and Education YWCA Young Women’s Christian Association of Tacoma/Pierce County

Documents

Consolidated Annual Performance And Evaluation Report …cms.cityoftacoma.org/cedd/Cons_Plan/Final_CAPER_2009-2010.pdfHousing and Community Development using CDBG, HOME or ESG Funds