CR-05 - Goals and Outcomes
Progress the jurisdiction has made in carrying out its strategic plan and its action plan. 91.520(a)
This could be an overview that includes major initiatives and highlights that were proposed and executed throughout the program year.
In 2016, NCHFA provided 326 homebuyers with direct financial assistance to purchase a home, 545 affordable rental units were developed, and 124 homes were rehabilitated using HOME funds.
Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g)
Categories, priority levels, funding sources and amounts, outcomes/objectives, goal outcome indicators, units of measure, targets, actual outcomes/outputs, and percentage completed for each of the grantee’s program year goals.
Goal / Category / Source / Amount / Indicator / Unit of Measure / Expected – Strategic Plan / Actual – Strategic Plan / Percent Complete / Expected – Program Year / Actual – Program Year / Percent CompleteCDBG - Economic Development / Non-Housing Community Development / CDBG: $ / Jobs created/retained / Jobs / 6552 / 1159 / 17.69% / 1310 / 1159 / 88.47%
CDBG - Infrastructure / Non-Housing Community Development / CDBG: $ / Public Facility or Infrastructure Activities for Low/Moderate Income Housing Benefit / Households Assisted / 10000 / 0 / 0.00% / 2000 / 0 / 0.00%
ESG - Assist those at risk of homlessness / Homeless / ESG: $ / Homelessness Prevention / Persons Assisted / 3905 / 0 / 0.00% / 781 / 0 / 0.00%
ESG - Financial Assistance for Shelter Operations / Homeless / ESG: $ / Other / Other / 130060 / 0 / 0.00% / 26012 / 0 / 0.00%
ESG - Financial Assistance to Homeless / Homeless / ESG: $ / Tenant-based rental assistance / Rapid Rehousing / Households Assisted / 16230 / 0 / 0.00% / 3246 / 0 / 0.00%
HOPWA - Facility Based Operating Cost / Non-Homeless Special Needs / HOPWA: $ / HIV/AIDS Housing Operations / Household Housing Unit / 75 / 7 / 9.33% / 15 / 7 / 46.67%
HOPWA -Tenant-Based Rental Assistance / Affordable Housing
Non-Homeless Special Needs / HOPWA: $ / Tenant-based rental assistance / Rapid Rehousing / Households Assisted / 1294 / 259 / 20.02% / 240 / 259 / 107.92%
HOPWA Short-Term Rent, Mortgage and Utilities / Affordable Housing
Public Housing
Non-Homeless Special Needs / HOPWA: $ / Homelessness Prevention / Persons Assisted / 4100 / 532 / 12.98% / 667 / 532 / 79.76%
HOPWA- Supportive Services / Non-Homeless Special Needs / HOPWA: $ / Homelessness Prevention / Persons Assisted / 2000 / 662 / 33.10%
HOPWA- Supportive Services / Non-Homeless Special Needs / HOPWA: $ / Other / Other / 0 / 0 / 376 / 662 / 176.06%
HOPWA-Permanent Housing Placement / Non-Homeless Special Needs / HOPWA: $ / Homelessness Prevention / Persons Assisted / 215 / 1 / 0.47% / 43 / 1 / 2.33%
HOPWA-Resource Identification/Housing Information / Non-Homeless Special Needs / HOPWA: $ / Other / Other / 195 / 0 / 0.00% / 195 / 251 / 128.72%
NCHFA Homeownership Units / Affordable Housing / CDBG: $0 / HOPWA: $0 / HOME: $6968000 / ESG: $0 / Direct Financial Assistance to Homebuyers / Households Assisted / 1212 / 326 / 26.90% / 242 / 326 / 134.71%
NCHFA Multifamily Units / Affordable Housing / CDBG: $0 / HOPWA: $0 / HOME: $10630000 / ESG: $0 / Rental units constructed / Household Housing Unit / 1776 / 545 / 30.69% / 356 / 545 / 153.09%
NCHFA Single Family Rehab Units / Non-Homeless Special Needs / CDBG: $0 / HOPWA: $0 / HOME: $5625000 / ESG: $0 / Homeowner Housing Rehabilitated / Household Housing Unit / 416 / 124 / 29.81% / 84 / 124 / 147.62%
Table 1 - Accomplishments – Program Year & Strategic Plan to Date
Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified.
The 2016-2020 Con Plan defines 5 priority needs: 1)Housing for Homeless Families and Individuals, 2)Housing for Homeless Families and Individuals, 3)Housing for households under 30% AMI, 4)Housing for households 31-60% AMI, and 5)Housing for households 61-80% AMI.
HOME funding is mostly targeted at developing and rehabilitating affordable housing for low-income households which addresses priorities 3, 4, and 5.
CAPER / 1OMB Control No: 2506-0117 (exp. 07/31/2015)
CR-10 - Racial and Ethnic composition of families assisted
Describe the families assisted (including the racial and ethnic status of families assisted). 91.520(a)
CDBG / HOME / HOPWA / ESGWhite / 490 / 320 / 343 / 0
Black or African American / 646 / 605 / 883 / 0
Asian / 25 / 93 / 5 / 0
American Indian or American Native / 82 / 6 / 14 / 0
Native Hawaiian or Other Pacific Islander / 0 / 6 / 0 / 0
Total / 1,243 / 1,030 / 1,245 / 0
Hispanic / 21 / 68 / 67 / 0
Not Hispanic / 1,222 / 962 / 1,178 / 0
Table 2 – Table of assistance to racial and ethnic populations by source of funds
Narrative
CDBG familes assisted encompasses primarily numbers from economic development.
HOPWA - The State of NC HOPWA Grantee covers 82 of the 100 counties in NC with state HOPWA funding. The remaining 18 counties receive HOPWA services through the othe NC HOPWA Grantees: Virginia Beach, Virginia MSA (Currituck Co.), Wake County MSA (Wake, Johnston and Franklin counties), Durham-Chapel Hill MSA (Durham, Orange, Chatham and Person counties), City of Greensboro MSA (Guilford, Randolph and Rockingham counties), and Charlotte-Mecklenburg Carolinas Care Partnership (Cabarrus, Gaston, Iredell, Lincoln, Mecklenburg, Rowan and Union counties). The State of NC HOPWA Grantee follows the Request for Application (RFA) process for providers to apply to provide housing services with HOPWA funds as part of a Network of Care comprised of primary HIV care providers, support service providers, HIV prevention providers and housing providers. A HOPWA Formula calculation is used to distribute funds in the regional networks of care.
CAPER / 1OMB Control No: 2506-0117 (exp. 07/31/2015)
CR-15 - Resources and Investments 91.520(a)
Identify the resources made available
Source of Funds / Source / Resources Made Available / Amount Expended During Program YearCDBG / 174,800,000 / 9,892,090
HOME / 40,000,000 / 24,109,358
HOPWA / 10,700,000 / 964,172
ESG / 20,134,256
Table 3 – Resources Made Available
Narrative
Identify the geographic distribution and location of investments
Target Area / Planned Percentage of Allocation / Actual Percentage of Allocation / Narrative DescriptionStatewide / 100 / Statewide
Table 4 – Identify the geographic distribution and location of investments
Narrative
The HOME Program supported 995 units in 66 counties
CDBG funds support projects in all but three counties accross the state.
Leveraging
Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan.
HOME Match was supported by 25% of the Mortgage Revenue Bones, the State Tax Credit projects, and the NC Home Match annual general assembly appropriation. HOME Match was used for 20 projects in 12 counties which generated $1.3M in state tax revenue and $500K in local tax revenue,supporting 353 jobs.
CDBG dollars leveraged private and public funds in the amount of $964,172.00 supporting the creation of 1159 jobs
Fiscal Year Summary – HOME Match /1. Excess match from prior Federal fiscal year / 46,762,262
2. Match contributed during current Federal fiscal year / 13,789,680
3. Total match available for current Federal fiscal year (Line 1 plus Line 2) / 60,551,942
4. Match liability for current Federal fiscal year / 3,232,746
5. Excess match carried over to next Federal fiscal year (Line 3 minus Line 4) / 57,319,196
Table 5 – Fiscal Year Summary - HOME Match Report
CAPER / 1OMB Control No: 2506-0117 (exp. 07/31/2015)
Match Contribution for the Federal Fiscal Year /Project No. or Other ID / Date of Contribution / Cash
(non-Federal sources) / Foregone Taxes, Fees, Charges / Appraised Land/Real Property / Required Infrastructure / Site Preparation, Construction Materials, Donated labor / Bond Financing / Total Match /
25%MRB / 09/30/2016 / 0 / 0 / 0 / 0 / 0 / 808,187 / 808,187
Stata HOME Match / 09/30/2016 / 2,772,396 / 0 / 0 / 0 / 0 / 0 / 2,722,396
State Tax Credit / 09/30/2016 / 0 / 10,209,098 / 0 / 0 / 0 / 0 / 10,209,098
Table 6 – Match Contribution for the Federal Fiscal Year
HOME MBE/WBE report
Program Income – Enter the program amounts for the reporting period /Balance on hand at begin-ning of reporting period
$ / Amount received during reporting period
$ / Total amount expended during reporting period
$ / Amount expended for TBRA
$ / Balance on hand at end of reporting period
$ /
2,014,542 / 10,362,656 / 10,228,136 / 0 / 2,149,062
Table 7 – Program Income
CAPER / 1OMB Control No: 2506-0117 (exp. 07/31/2015)
Minority Business Enterprises and Women Business Enterprises – Indicate the number and dollar value of contracts for HOME projects completed during the reporting periodTotal / Minority Business Enterprises / White Non-Hispanic
Alaskan Native or American Indian / Asian or Pacific Islander / Black Non-Hispanic / Hispanic
Contracts
Dollar Amount / 64,952,343 / 2,742,291 / 317,968 / 701,799 / 2,510,830 / 58,679,455
Number / 202 / 11 / 1 / 12 / 10 / 168
Sub-Contracts
Number / 0 / 0 / 0 / 0 / 0 / 0
Dollar Amount / 0 / 0 / 0 / 0 / 0 / 0
Total / Women Business Enterprises / Male
Contracts
Dollar Amount / 64,952,343 / 3,987,540 / 60,964,803
Number / 202 / 18 / 184
Sub-Contracts
Number / 0 / 0 / 0
Dollar Amount / 0 / 0 / 0
Table 8 – Minority Business and Women Business Enterprises
Minority Owners of Rental Property – Indicate the number of HOME assisted rental property owners and the total amount of HOME funds in these rental properties assistedTotal / Minority Property Owners / White Non-Hispanic
Alaskan Native or American Indian / Asian or Pacific Islander / Black Non-Hispanic / Hispanic
Number / 0 / 0 / 0 / 0 / 0 / 0
Dollar Amount / 0 / 0 / 0 / 0 / 0 / 0
Table 9 – Minority Owners of Rental Property
Relocation and Real Property Acquisition – Indicate the number of persons displaced, the cost of relocation payments, the number of parcels acquired, and the cost of acquisitionNumber / Cost
Parcels Acquired / 0 / 0
Businesses Displaced / 0 / 0
Nonprofit Organizations Displaced / 0 / 0
Households Temporarily Relocated, not Displaced / 0 / 0
Households Displaced / Total / Minority Property Enterprises / White Non-Hispanic
Alaskan Native or American Indian / Asian or Pacific Islander / Black Non-Hispanic / Hispanic
Number / 0 / 0 / 0 / 0 / 0 / 0
Cost / 0 / 0 / 0 / 0 / 0 / 0
Table 10 – Relocation and Real Property Acquisition
CAPER / 1OMB Control No: 2506-0117 (exp. 07/31/2015)
CR-20 - Affordable Housing 91.520(b)
Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderate-income, and middle-income persons served.
/ One-Year Goal / Actual /Number of Homeless households to be provided affordable housing units / 0 / 0
Number of Non-Homeless households to be provided affordable housing units / 0 / 1,712
Number of Special-Needs households to be provided affordable housing units / 0 / 0
Total / 0 / 1,712
Table 11 – Number of Households
/ One-Year Goal / Actual /Number of households supported through Rental Assistance / 0 / 798
Number of households supported through The Production of New Units / 0 / 545
Number of households supported through Rehab of Existing Units / 0 / 124
Number of households supported through Acquisition of Existing Units / 0 / 326
Total / 0 / 1,793
Table 12 – Number of Households Supported
Discuss the difference between goals and outcomes and problems encountered in meeting these goals.
The goals are not listed in the ConPlan and therefore did not transfer to the above "One-Year Goal" field
CDBG dollars are allocated to Economic Development and Publid Infrastructure.
HOPWA Goals are listed but did not carry over.
Discuss how these outcomes will impact future annual action plans.
The state will need to look at revamping its programs to address greater housing needs
Include the number of extremely low-income, low-income, and moderate-income persons served by each activity where information on income by family size is required to determine the eligibility of the activity.
Number of Persons Served / CDBG Actual / HOME ActualExtremely Low-income / 0 / 223
Low-income / 0 / 54
Moderate-income / 0 / 155
Total / 0 / 432
Table 13 – Number of Persons Served
Narrative Information
The NCHFA Multifamily Units are new in 2016 and income information is not available
CAPER / 1OMB Control No: 2506-0117 (exp. 07/31/2015)
CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c)
Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending homelessness through:
Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
Information is being determined.