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INFORMATION
CPf)
§ 91.220
and reduce lead -based paint hazards
and increase access to housing without
such health hazards, how the plan for
the reduction of lead -based hazards is
related to the extent of lead poisoning
and hazards, and how the plan for the
reduction of lead -based hazards will be
integrated into housing policies and
programs.
(j) Anti -poverty strategy. The consoli-
dated plan must provide a concise sum-
mary of the jurisdiction's goals, pro-
grams, and policies for reducing the
number of poverty -level families and
how the jurisdiction's goals, programs,
and policies for producing and pre-
serving affordable housing, set forth in
the housing component of the consoli-
dated plan, will be coordinated with
other programs and services for which
the jurisdiction is responsible and the
extent to which they will reduce (or as-
sist in reducing) the number of pov-
erty -level families, taking into consid-
eration factors over which the jurisdic-
tion has control. These policies may in-
clude the jurisdiction's policies for pro-
viding employment and training oppor-
tunities to section 3 residents pursuant
to 24 CFR part 135,
(k) Institutional structure. The con-
solidated plan must provide a concise
summary of the institutional struc-
ture, including' private industry; non-
profit organizations; community and
faith -based organizations; philan-
thropic organizations; the Continuum
of Care; and public institutions, depart-
ments and agencies through which the
jurisdiction will carry out its housing,
homeless, and community development
plan; a brief assessment of the
strengths and gaps in that delivery sys-
tem; and a concise summary of what
the jurisdiction will do to overcome
gaps in the institutional structure for
carrying out its strategy for addressing
its priority needs.
(1) Coordination. The consolidated
plan must provide a concise summary
of the jurisdiction's activities to en-
hance coordination among the Con-
tinuum of Care, public and assisted
housing providers, and private and gov-
ernmental health, mental health, and
service agencies. The summary must
address the jurisdiction's efforts to co-
ordinate housing assistance and serv-
ices for homeless persons (especially
24 CFR Subtitle A (4-1-12 Edition)
chronically homeless individuals and
families, families with children, vet-
erans and their families, and unaccom-
panied youth) and persons who were re-
cently homeless but now live in perma-
nent housing. With respect to the pub-
lic entities involved, the plan must de-
scribe the means of cooperation and co-
ordination among the State and any
units of general local government in
the metropolitan area in the imple-
mentation of its consolidated plan.
With respect to economic development,
the jurisdiction should describe efforts
to enhance coordination with private
industry, businesses, developers, and
social service agencies.
[71 FR 6964, Feb. 9, 2006, as amended at 76 FR
75969, Dec. 5, 2011]
§ 91.220 Action plan.
The action plan must include the fol-
lowing:
(a) Standard Form 424;
(b) A concise executive summary
that includes the objectives and out-
comes identified in the plan as well as
an evaluation of past performance, a
summary of the citizen participation
and consultation process (including ef-
forts to broaden public participation)
(24 CFR 91.200 (b)), a summary of com-
ments or views, and a summary of com-
ments or views not accepted and the
reasons therefore (24 CFR 91.105 (b)(5)).
(c) Resources and objectives—(1) Fed-
eral resources. The consolidated plan
must provide a concise summary of the
federal resources (including grant
funds and program income) expected to
be made available. Federal resources
should include Section 8 funds made
available to jurisdictions, Low -Income
Housing Tax Credits, and competitive
McKinney-Vento Homeless Assistance
Act funds, expected to be available to
address priority needs and specific ob-
jectives identified in the strategic
plan.
(2) Other resources. The consolidated
plan must indicate resources from pri-
vate and state and local sources that
are reasonably expected to be made
available to address the needs identi-
fied in the plan. The plan must explain
how federal funds will leverage those
532
Office of the Secretary, HUD
additional resources, including a de-
scription of how matching require-
ments of the HUD programs will be sat-
isfied, Where the jurisdiction deems it
appropriate, the jurisdiction may indi-
cate publicly owned land or property
located within the jurisdiction that
may be used to address the needs iden-
tified in the plan;
(3) Annual objectives. The consoli-
dated plan must contain a summary of
the annual objectives the jurisdiction
expects to achieve during the forth-
coming program year.
(d) Activities to be undertaken. The ac-
tion plan must provide a description of
the activities the jurisdiction will un-
dertake during the next year to address
priority needs and objectives. This de-
scription of activities Shall estimate
the number and type of families that
will benefit from the proposed activi-
ties, the specific local objectives and
priority needs (identified in accordance
with § 91.215) that will be addressed by
the activities using formula grant
funds and program income the jurisdic-
tion expects to receive during the pro-
gram year, proposed accomplishments,
and a target date for completion of the
activity. This information is to be pre-
sented in the form of a table prescribed
by HUD. The plan must also describe
the reasons for the allocation priorities
and identify any obstacles to address-
ing underserved needs;
(e) Outcome measures. Each jurisdic-
tion must provide outcome measures
for activities included in its action
plan in accordance with guidance to be
issued by HUD.
(f) Geographic distribution. A descrip-
tion of the geographic areas of the ju-
risdiction (including areas of low-in-
come and minority concentration) in
which it will direct assistance during
the ensuing program year, giving the
rationale for the priorities for allo-
cating investment geographically.
When appropriate, jurisdictions should
estimate the- percentage of funds they
plan to dedicate to target areas.
(g) Affordable housing. The jurisdic-
tion must specify one-year goals for
the number of homeless, non -homeless,
and special -needs households to be pro-
vided affordable housing using funds
made available to the jurisdiction and
one-year goals for the number of house-
§ 91.220
holds to be provided affordable housing
through activities that provide rental
assistance, production of new units, re-
habilitation of existing units, or acqui-
sition of existing units using funds
made available to the jurisdiction. The
term affordable housing shall be as de-
fined in 24 CFR 92.252 for rental hous-
ing and 24 CFR 92.254 for homeowner-
ship,
(h) Public housing. Actions it plans to
take during the next year to address
the needs of public housing and actions
to encourage public housing residents
to become more involved in manage-
ment and participate in homeowner-
ship. If the public housing agency is
designated as "troubled" by HUD
under part 902 of this title, the jurisdic-
tion must describe the manner in
which it will provide financial or other
assistance to improve its operations
and remove the "troubled" designa-
tion.
(i) Homeless and other special needs ac-
tivities. (1) The jurisdiction must de-
scribe its one-year goals and specific
actions steps for reducing and ending
homelessness through:
(i) Reaching out to homeless persons
(especially unsheltered persons) and as-
sessing their individual needs;
(ii) Addressing the emergency shelter
and transitional housing needs of
homeless persons; and
(iii) Helping homeless persons (espe-
cially chronically homeless individuals
and families, families with children,
veterans and their families, and unac-
companied youth) make the transition
to permanent housing and independent
living, including shortening the period
of time that individuals and families
experience homelessness, facilitating
access for homeless individuals and
families to affordable housing units,
and preventing individuals and families
who were recently homeless from be-
coming homeless again; and
(iv) Helping low-income individuals
and families avoid becoming homeless,
especially extremely low-income indi-
viduals and families who are:
(A) Being discharged from publicly
funded institutions and systems of
care, such as health-care facilities,
mental health facilities, foster care
and other youth facilities, and correc-
tions programs and institutions; or
533
§ 91.220
(B) Receiving assistance from public
and private agencies that address hous-
ing, health, social services, employ-
ment, education, or youth needs.
(2) The jurisdiction must specify the
activities that it plans to undertake
during the next year to address the
housing and supportive service needs
identified in accordance with §91.215(e)
with respect to persons who are not
homeless but have other special needs.
(j) Barriers to affordable housing. Ac-
tions it plans to take during the next
year to remove or ameliorate the nega-
tive effects of public policies that serve
as barriers to affordable housing, Such
policies, procedures and processes in-
clude, but are not limited to, land use
controls, tax policies affecting land,
zoning ordinances, building codes, fees
and charges, growth limitations, and
policies affecting the return on resi-
dential investment,
(k) Other actions. Actions it plans to
take during the next year to address
obstacles to meeting underserved
needs, foster and maintain affordable
housing, evaluate and reduce lead -
based paint hazards, reduce the number
of poverty -level families, develop insti-
tutional structure, and enhance coordi-
nation between public and private
housing and social service agencies (see
§91.215 (a), (b), (i), (j), (k), and (1)).
(1) Program -specific requirements—(1)
CDBG. (i) A jurisdiction must describe
activities planned with respect to all
CDBG funds expected to be available
during the program year (including
program income that will have been re-
ceived before the start of the next pro-
gram year), except that an amount
generally not to exceed ten percent of
such total available CDBG funds may
be excluded from the funds for which
eligible activities are described if it
has been identified for the contingency
of cost overruns,
(ii) CDBG funds expected to be avail-
able during the program year includes
the following:
(A) Any program income that will
have been received before the start of
the next program year and that has not
yet been programmed;
(B) Proceeds from Section 108 loan
guarantees that will be used during the
year to address the priority needs and
24 CFR Subtitle A (4-1-12 Edition)
specific objectives identified in its
strategic plan;
(C) Surplus from urban renewal set-
tlements;
(D) Grant funds returned to the line
of credit for which the planned use has
not been included in a prior statement
or plan; and
(E) Income from float -funded activities.
The full amount of income expected to
be generated by a float -funded activity
must be shown, whether or not some or
all of the income is expected to be re-
ceived in a future program year. To as-
sure that citizens understand the risks
inherent in undertaking float -funded
activities, the recipient must specify
the total amount of program income
expected to be received and the
month(s) and year(s) that it expects
the float -funded activity to generate
such program income.
(iii) An "urgent needs" activity (one
that is expected to qualify under
§ 570.208(c) of this title) may be in-
cluded only if the jurisdiction identi-
fies the activity in the action plan and
certifies that the activity is designed
to meet other community development
needs having a particular urgency be-
cause existing conditions pose a serious
and immediate threat to the health or
welfare of the community and because
other financial resources are not avail-
able.
(iv) The plan shall identify the esti-
mated amount of CDBG funds that will
be used for activities that benefit per-
sons of low- and moderate -income. The
information about activities shall be in
sufficient detail, including location, to
allow citizens to determine the degree
to which they are affected.
(2) HOME. (i) For HOME funds, a par-
ticipating jurisdiction shall describe
other forms of investment that are not
described in §92.205(b).
(ii) If the participating jurisdiction
intends to use HOME funds for home-
buyers, it must state the guidelines for
resale or recapture, as required in
§ 92,254,
(iii) If the participating jurisdiction
intends to use HOME funds to refi-
nance existing debt secured by multi-
family housing that is being rehabili-
tated with HOME funds, it must state
its refinancing guidelines required
under 24 CFR 92.206(b). The guidelines
534
Office of the Secretary, HUD
shall describe the conditions under
which the participating jurisdictions
will refinance existing debt. At min-
imum, the guidelines must:
(A) Demonstrate that rehabilitation
is the primary eligible activity and en-
sure that this requirement is met by
establishing a minimum level of reha-
bilitation per unit or a required ratio
between rehabilitation and refi-
nancing.
(B) Require a review of management
practices to demonstrate that dis-
investment in the property has not oc-
curred; that the long-term needs of the
project can be met; and that the feasi-
bility of serving the targeted popu-
lation over an extended affordability
period can be demonstrated,
(C) State whether the new invest-
ment is being made to maintain cur-
rent affordable units, create additional
affordable units, or both.
(D) Specify the required period of af-
fordability, whether it is the minimum
15 years or longer.
(E) Specify whether the investment
of HOME funds may be jurisdiction -
wide or limited to a specific geographic
area, such as a neighborhood identified
in a neighborhood revitalization strat-
egy under 24 CFR 91.215(g) or a feder-
ally designated Empowerment Zone or
Enterprise Community.
(F) State that HOME funds cannot be
used to refinance multifamily loans
made or insured by any federal pro-
gram, including CDBG,
(iv) If the participating jurisdiction
will receive funding under the Amer-
ican Dream Downpayment Initiative
(ADDI) (see 24 CFR part 92, subpart M),
it must include:
(A) A description of the planned use
of the ADDI funds;
(B) A plan for conducting targeted
outreach to residents and tenants of
public and manufactured housing and
to other families assisted by public
housing agencies, for the purposes of
ensuring that the ADDI funds are used
to provide downpayment assistance for
such residents, tenants, and families;
and
(C) A description of the actions to be
taken to ensure the suitability of fami-
lies receiving ADDI funds to undertake
and maintain homeownership.
§ 91.220
(3) HOPWA. For HOPWA funds, the
jurisdiction must specify one-year
goals for the number of households to
be provided housing through the use of
HOPWA activities for: short-term rent,
mortgage, and utility assistance pay-
ments to prevent homelessness of the
individual or family; tenant -based
rental assistance; and units provided in
housing facilities that are being devel-
oped, leased, or operated with HOPWA
funds and shall identify the method of
selecting project sponsors (including
providing full access to grassroots
faith -based and other community orga-
nizations).
(4) ESG. (i) The jurisdiction must in-
clude its written standards for pro-
viding ESG assistance. The minimum
requirements regarding these stand-
ards are set forth in 24 CFR 576.400(e)(1)
and (e)(3).
(ii) If the Continuum of Care for the
jurisdiction's area has established a
centralized or coordinated assessment
system that meets HUD requirements,
the jurisdiction must describe that
centralized or coordinated assessment
system. The requirements for using a
centralized or coordinated assessment
system, including the exception for
victim service providers, are set forth
under 24 CFR 576,400(d).
(iii) The jurisdiction must identify
its process for making subawards and a
description of how the jurisdiction in-
tends to make its allocation available
to private nonprofit organizations (in-
cluding community and faith -based or-
ganizations), and in the case of urban
counties, funding to participating units
of local government.
(iv) If the jurisdiction is unable to
meet the homeless participation re-
quirement in 24 CFR 576.405(a), the ju-
risdiction must specify its plan for
reaching out to and consulting with
homeless or formerly homeless individ-
uals in considering and making policies
and decisions regarding any facilities
or services that receive funding under
ESG.
(v) The jurisdiction must describe the
performance standards for evaluating
ESG activities.
(vi) The jurisdiction must describe
its consultation with each Continuum
of Care that serves the jurisdiction in
determining how to allocate ESG funds
535
§ 91.225
each program year; developing the per-
formance standards for, and evaluating
the outcomes of, projects and activities
assisted by ESG funds; and developing
funding, policies, and procedures for
the administration and operation of
the HMIS.
[71 FR 6965, Feb. 9, 2006, as amended at 76 FR
75970, Dec. 5, 2011]
§ 91.225 Certifications.
(a) General. The following certifi-
cations, satisfactory to HUD, must be
included in the annual submission to
HUD. (See definition of "certification"
in §91.5.)
(1) Affirmatively furthering fair hous-
ing. Each jurisdiction is required to
submit a certification that it will af-
firmatively further fair housing, which
means that it will conduct an analysis
to identify impediments to fair housing
choice within the jurisdiction, take ap-
propriate actions to overcome the ef-
fects of any impediments identified
through that analysis, and maintain
records reflecting the analysis and ac-
tions" in this regard.
(2) Anti -displacement and relocation
plan. Each jurisdiction is required to
submit a certification that it has in ef-
fect and is following a residential
antidisplacement and relocation assist-
ance plan in connection with any activ-
ity assisted with funding under the
CDBG or HOME programs.
(3) Anti -lobbying. The jurisdiction
must submit a certification with re-
gard to compliance with restrictions on
lobbying required by 24 CFR part 87,
together with disclosure forms, if re-
quired by that part.
(4) Authority of jurisdiction. The juris-
diction must submit a certification
that the consolidated plan is author-
ized under State and local law (as ap-
plicable) and that the jurisdiction pos-
sesses the legal authority to carry out
the programs for which it is seeking
funding, in accordance with applicable
HUD regulations,
(5) Consistency with plan. The juris-
diction must submit a certification
that the housing activities to be under-
taken with CDBG, HOME, ESG, and
HOPWA funds are consistent with the
strategic plan. Where the HOPWA
funds are to be received by a city that
is the most populous unit of general
24 CFR Subtitle A (4-1-12 Edition)
local government in an EMSA, it must
obtain and keep on file certifications of
consistency from the authorized public
officials for each other locality in the
EMSA in which housing assistance is
provided,
(6) Acquisition and relocation. The ju-
risdiction must submit a certification
that it will comply with the acquisi-
tion and relocation requirements of the
Uniform Relocation Assistance and
Real Property Acquisition Policies Act
of 1970, as amended (42 U.S.C. 4601), and
implementing regulations at 49 CFR
part 24.
(7) Section 3. The jurisdiction must
submit a certification that it will com-
ply with section 3 of the Housing and
Urban Development Act of 1968 (12
U.S.C. 1701u), and implementing regu-
lations at 24 CFR part 135.
(b) Community Development Block
Grant program.. For jurisdictions that
seek funding under CDBG, the fol-
lowing certifications are required:
(1) Citizen participation. Each jurisdic-
tion must certify that it is in full com-
pliance and following a detailed citizen
participation plan that satisfies the re-
quirements of § 91.105.
(2) Community development plan. A
certification that this consolidated
housing and community development
plan identifies community develop-
ment and housing needs and specifies
both short-term and long-term commu-
nity development objectives that have
been developed in accordance with the
primary objective of the statute au-
thorizing the CDBG program, as de-
scribed in 24 CFR 570.2, and require-
ments of this part and 24 CFR part 570.
(3) Following a plan. A certification
that the jurisdiction is following a cur-
rent consolidated plan (or Comprehen-
sive Housing Affordability Strategy)
that has been approved by HUD.
(4) Use of funds. A certification that
the jurisdiction has complied with the
following criteria:
(i) With respect to activities expected
to be assisted with CDBG funds, the
Action Plan has been developed so as
to give the maximum feasible priority
to activities that will benefit low- and
moderate -income families or aid in the
prevention or elimination of slums or
blight. The plan may also include
536