HomeMy WebLinkAbout2001-03-20; City Council; 16120 Exhibit 4; Approve Allocations For CDBG/Home Program. . .
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. CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM.
FUNDING PROPOSAL APPLICATION 200 l-2002
The following information’must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. A!( infomration requested & be provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Piease type or print clear’. Attach additional sheets or information as necessary.
The application must not exceed a total of fifteen (15) pages, including the required
attachments as listed in the Checklist of Required Documents. Ten copies of the completkd
application package, including attachments. must be submitted prior to December 22d to
Frank Boensch, Housing and Redevelopment Deparhnent, 2965 Roosevelt Street, Carlsbad, CA’
92008.
‘ADMINISTRATING AGENCY
-Name of Agency Alzheimer’s Association
Add&s: 8514 Commerce Avenue, San Diecro. California 92121
Federal Tax ID Number: 953565388
PROPOSED j?ROGFUMfPROJECT Title of Program/Project: Carlsbad Volunteer Recite Network
Location of Program/Project: Low income nei&borhoods of Carlsbad
Contact Person: Carla Ruscoe. Vol. Rewite Coordinator Telephone: (858) 537-5040
c Requested Funding Amount: $8,000.00
Brief Description of Program/Project (Dtscriie the work to be performed, including the activities to be undertaken or the services to be provided, the goals and objectives of the program$roject, etc.):
Alzheimer’s disease chiefly attacks persons ever the age of 65. In San Diego County, 442,000 persons are 60 years of age or older. There are over 50,000 Alzheimer’s patients in San Diego County. Over eleven thousand elderly people live in the City of C&bad (2.5%).’ It is estimated that nearly 1,000 of these are affected by Alzheimer’s disease. Poverty, language barriers, lack of medical insurance, inability to access medical care and residency status isolates many of these elderly persons. Many depend on an elderly
unpaid spouse to be their caregivers when they become frail and unable to care for themselves. They find themselves tied to their homes twenty-four hours a day ss the sole caregiver for a loved one. In the case of Alzheimer’s disease they sometimes become isolated from family, Wends, and others. Alzheimer’s disease is characterised by changes in behavior. Many patients become aggressive because their brain is degenerating. They lose the ability to talk, to think, and cannot remember common everyday things.
The goal of the Volunteer Respite Network is to provide volunteers to unpaid caregivers of the fragile elderly thereby freeing the caregiver to dc other things and provide a much needed respite. This is important to the mental and physical well being of the caregiver. The objective of this project is to identify Alzheimer’s affected families in Carlsbad, provide respite to unpaid caregivers using vohmteers, make them aware of the Alzheimer’s Association’s other services like Safe Returnm, which provides an 800 number to report and find elderly people who become lost in cooperation with law enforcement, Care
Connections, which assists caregivers to place fragile elderly in care, support groups, Help Line, which answers questions about Alzheimer’s disease, and other services we provide. All vohmteers are screened and trained before assignment. The project will recruit 15 volunteers from the Carlsbad Community. After initial screening, orientation, and training they will be assigned to provide respite, once a week for four hours, for unpaid caregivers, from the disadvantaged isolated community.
. ’ SANDAG, March 2000 Population Estimates
. City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 2
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I. ORGANIZATIONAL ABILITY/CAPACITY
A.
8.
6.
c.
El For-profit
Local public agency q State public agency cl Other (Please specify.)
What is the purpose/mission of the agency?
Alzheimer’s Association volunteers provide respite, supportive services, tnforrWen9 end
care to people with Alzheimer’s disease and their unpaid family caregivers. We atso do fund raising to support our staff, volunteers, and programs. We provide several
programs: Volunteer Respite Network, Safe Return, Care Connectlow Alzhermer’s
Library and materials, Memories in the Making (Arts Program for early stage Pattents of Alzheimer’s disease), Support Groups, and Social outlets for patients ln the early stages
of the disease. We do fund raising to support Alzheimer’s disease research.
HOW IoWl has this agency been in operation?. Please in&de the date of incorporation8
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C. The Alzheimer’s Association, San Dlego Chapter, has provlded servtces to San Diego.
County residents since 1980. The association was incorporated In 1980.
D. How long has this agency been providing the proposed program/project?
D. The Alzheimer’s Association Volunteer Respite Network has provided volunteer respite for caregivers for over 20 years.
E. Please submit an organizational chart for the agency as Attachment A.
F. Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment B but not in lieu of a complete response.)
F. Carla Ruscoe Is the Volunteer Respite Network (VRN) Coordinator. She recruits
volunteers, screens them to determine eligibility as a respite volunteer, does a background check
with local law enforcement officials, provides volunteer respite training, and places them in homes
of unpaid caregivers. She also conducts Home Assessments of potential respite sites to
determine appropriateness of the site and environment.
G. Please indicate your agency’s level of experience with the CDBG/HOME
program.
CDBG/HOME broaram:
E
No or little experience, up to 1 year of using CDBG/HOME funds.
Some experience, 2 to 3 years of using CDBG/HOME funds.
q Moderate experience, 4 to 5 years of using CDBG/HOME funds.
Ii Considerable experience, more than 5 years of using CDBG/HOME funds.
(Wordz\APPUCATION) Revbed: 10/3/00
. City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 3
H. If you have received federal funds; including CDBG/HOME funds, in previous
years, have program violation findings ever been made against your
agency/organization?
b No cl Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
NotApplicable
Il. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget.
8. Did you receive any of the following sources of funding from the City of Cartsbad
within the last two years (1999-2000 and 2000-2001) for the proposed
program/project?
Sources of Fundinq Ii!2 yg
CDBG s 0
Community Activities (General Fund monies) 43 0
If yes, please indioate amount and status of previously awarded funds (fully
expended, funds remaining, program/project discontinued).
Not Applicable
CDBG/HOME funds
Amount Received Status
Community Activities
8. Did you receive any federal funds, including CDBG/HOME funding from other
cities, last year (July2000 - June 2001)i!
JR No Cl Yes (Please list funds below.)
Proaram Source Amount Received
:
$
C. Will additional CDBG/HOME funds be required in future years for the project?
0 No im Yes
(Wcxd:\APPLICATlON)
Revised: 1Of3ioO
City of Carkbad .
2001-2002 CDBG/HOME Funding Appllcatlon
Page 4
Ill. BENEFITS & BENEFICIARIES
. . .- P- J!ow accessib!ep.r.c~~~~~ is the _pr5wmd .~wxvmMDroi.ectto C.cx!s!!ad. ._ . . , residents8 (Please be specific such as direct services to client’s home, .
transportation provided to and from facility, or relation to public transportation.)
All respite care will be directly done in the caregiver or patient’s Carlsbad home. Volunteer training will be done at the Alzheimer’s Association offices or in in-kind space in Carlsbad.
B. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%;
Please see the 2001-2002 Income Limits for the CDBG/HOME Program)
25 % of clients are at 30 percent or below of the area median income
% of clients are between 31 and 50 percent of the area median income w
% of clients are between 51 and 80 percent of the area median income
X of clients are above 80 percent of the area median income
C. Please describe how low and moderate income persons will benefit from the
proposed program/project. Include the need or problem to be addressed in
relation to Consolidated Plan housing and community development prlorfties, as
well as the population to be served or the area to be benefited. (See
Consolidated Plan Priorities)
Low income and moderate income families have traditionally been the caregivers for frail elderly relatives. Sometimes this means sacrificing a job in order to become a caregiver or transferring the responsibility to another elderly parent, For the young or the old it is difficult to care for an Alzheimer’s disease patient.
Changes in behavior, inability to remember even the most familiar people or places, and the devastation of seeing your loved one become dependent all add to the fkustrations of uniaid caregivers. This project will provide respite to unpaid caregivers and companionship and supervision of elderly
Alzheimer victims while the caregiver has a chance to do something else or just take a much needed rest,
D. Please indicate the number of clients, by households or indivlduals, beneffflng
from the proposed activity and the percentage that are Carlsbad residents.
/s Households or Persons of which &% are Carfsbad residents
E. Does your agency focus its activities on populations with special needs?
cl NO &I Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers & day laborers, Elderly, Children, etc.)
We work with the elderly inf& (and their families) who are affected by Alzheimer’s disease and Other dementia causing diseases.
(Word:UPPUCAllON)
Revised: 10/3lOO
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c City of Carlsbad
2001-2002 CDBGRlOME Funding Application
Page 5
IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehabilitation, property acquisition, other construction related or new public/community
service program/project as Attachment D. The agency must ensure the expenditure of all
CDBG/HOME funds awarded within the program year. I, the undersigned, do hereby attest
that the above information is true and correct to the best of my knowledge.
k.Q&?r . Director of Development
Sigt@e Title
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Eliglbility Determination:
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c ~ordMPPLICATION) Revised: 1 O/3/00
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ATTACHIVENT “A”
ORGANIZATIONAL
CHART
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ATTACHMENT Ccg”
RESUMES OF KEY
PERSONNEL
CURRICULUM VITAE
THOMAS M. PAMILLA
6056 Amarillo Avenue
La Mesa, California 91942
(619) 461-9803
1979
1965
EDUCATION
Masters Degree, Social Work, Fordham University, New York, New York.
BA, Philosophy, St. Bonaventure University, Olean, New York.
PROFESSIONAL .EXPERIENCE
i 986-99 jE.xecutlvg Pirector
Communltv Services baency ti Mountaln View and Los Altos, C A
> Board of Directors--Developed and nurtured a close, professional
relationship with the Board over a 12 year period; played a key leadership role in Board
training and the development of strategic plans and Board policies and procedures.
> Proaram DevelopmenbOrganized community task force and successfully
sought funding to develop a preschool childcare program for low-income parents;
developed community leadership that led to the creation of the award winning Alpha
Omega shelter and transitional house programs; called together and chaired a committee
of educators, elected officials, parents, corporate executives and retirees to improve the
educational experience of students attending the local continuation.&& schooC; worked
closely with the INS, local chiefs of police and government officials, day workers and
worker advocates to design and create a regional &y worker center; brought human
service expertise and resources to the local J-lealthv Start initiative that focused on at-
risk school age children. Encouraged the development of a countywide geriatric team to
address issues relating to aging, disability and isolation.
> Staft DeveloPment--Successfully created a self-perpetuating agency atmosphere of
trust, learning, .initiative and leadership development at every level of the organization.
Agency staff included 30 staff members and over 300 volunteers.
> mernships--Developed close working relationships with San Jose State University
School of Social Work and with University of San Francisco School of Nursing resulting in
a highly sought after internship program benefiting our senior and low-income client
populations.
> Cm&y--Ensured that Community Services Agency was seen by community
stakeholders as a courageous, dependable and effective human service resource.
> Fund Ralsinq--Sought out, developed and nurtured strong, healthy relationships
with the local community, numerous foundations, corporations and government funders.
From 1986 to 1999, guided the growth of the agency budget from $600,000 to
$1,500,000. Brought strong leadership and vision to agency capital campaign that raised
$l,OOO,OOO and resulted in a new, mortgage-free agency headquarters.
- &n;;s M.’ Pamllla
r 1981-86 Executive Director, Heiahts and Hill C Council, New York City
> Supervised a professional and paraprofessional staff of 25 and developed close
working relationships with the Department for the Aging of New York City and with
the Federal Area Agency on Aging.
> Organized sensitive, nursing, medical and mental health programs for over 1,000
frail, isolated community elders. Invited State University of New York graduate students
of nursing to complete their internships at Heights and Hill.
1979-81 p&J, St. m Senlot Cltlzene Center. New York City
> Supervised the development of crisis intervention services and education,
recreation, nutrition and referral programs for 200 older adults.
> Guided the development of the Senior Center Advisory Board.
> Coordinated the meals-on-wheels program for over 150 isolated elders, and served
as Board Vice President of the Heights and Hill Community Council.
1974-76 Volunteer, United States Peace Ca, pomlnican ReDubllc
> Facilitated community’s access to low-cost medical supplies and created a local
newsletter to foster community pride.
> Developed close working relationships with local and national Dominican
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government officials and international charitable organizations.
1972-74 General Accountlnq Manaaer, New York Realon, R. y. Donnelley CorD.
> Worked closely with payroll and budgeting departments and oversaw the analysis
and publication of all New York Region financial data.
PRESENTATIONS and PUBLICATIONS (partial listing)
> “Older Worker, Older Client: An Approach to Gerontological Social Work in a Community
Setting” (with J. McClintock, MSW). Journal of Gerontological Social Work. (1986)
> “No Place to Call Home”, Mountain View, CA Public Access Television (1988)
> “This question of the homeless: who are they?” The Mountain View “View” (1989)
> Guest speaker, Mountain View Chamber of Commerce Women in Business (1991)
> Keynote address to graduating class of Leadership Mountain View (1995)
> Panelist: Mountain View Chamber of Commerce Housing Symposium (1998)
LANGUAGES--fluent in Spanish
AWARDS--Various leadership recognition awards from the Mountain View Chamber
of Commerce, NAACP, SERTOMA and Rotary Clubs, Cities of Mountain View and Los Altos
and the County of Santa Clara.
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. RESUME OF ROBERTO E. VELASQUEZ Page 2 of 5
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EMPLOYMENT HISTORY:
September 1999 to present Alzheimer’s Association, San Diego
Chapter
San Diego, CA
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July 1997 to September 1999
Associate Director of Family Services
Principle duties and responsibilities:
Oversee Family Services programs of the
Chapter: Care Connections, Information and
Referral Services (Helpline), Latin0
Outreach Program, Memories in the
Making, Morning Out Club, and Volunteer
Respite Network. Supervise eight (7)
professional staff and program volunteers.
Establish policies and procedures for all
Family Service programs, and provide
leadership to ensure integration and
coordination of programs and services
within the Chapter and with external service
providers. Develop and oversee annual
budgets for Family Services programs,
identify funding sources and write grants to
support Family Services programs. Develop
community linkages and partnerships with
other community organizations and
educational institutions. Manage Latin0
Outreach Program - directly responsible for
all program operations and development.
Alzheimer’s Association, San Diego
Chapter
San Diego, CA
Manager
Latin0 Outreach Program/Volunteer
Respite Network.
Duties consist of supervising and managing
overall program operations and
development. Recruit and train new
volunteers, develop community educational
curriculum and conduct seminars, develop
community partnerships, maintain good
. RESUME OF ROBERTO E. VELASQUEZ Page 3 of 5
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August 1990 -July 1997
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November 1987 - August 1990
February 1994 to present
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public relations, assist with agency
development, fund raising, grant writing,
and develop new programs in Hispanic
community.
County of San Diego
Public Administrator/Guardian
San Diego, CA
Deputy Public Guardian II
Duties consisted of investigating and
determining necessity for Probate
Conservatorships. Conducted investigative
interviews, prepared legal documents and
reports, prepared financial budgets, and
developed comprehensive care plans.
Managed large caseload.
County of San Diego Department of
Social Services
Chula Vista, CA
Benefit Analyst
Duties consisted of interviewing applicants
to determine initial and continued eligibility
for public assistance. Interpreting county
and state rules and regulations in order to
determine corrective action. Managed large
caseload.
Independent Focus Group Consultant &
Facilitator
Duties consist of providing professional
consultation for Hispanic research projects,
coordinate focus group projects, recruit
focus group participants, facilitate and
record groups, and prepare professional
reports. Focus Group Projects include:
l Center for Disease Control (CDC),
Proiect: CDC 93E-105: Phase I&II,
Qualitative Evaluation of “Encarguese
. RESUME OF ROBERTO E. VELASQUEZ Page 4 of 5
c de su Diabetes: Una Guia Para Su
Cuidado.”
Oregon Center for Applied Sciences
(ORCA), Proiect: “The Hispanic Work- Site: A Self-Health Appraisal.”
National Resource Center on Aging and
Injury of San Diego & University Center
on Aging, SDSU, Proiect: “Promoting
Safe and Healthy Aging.”
University Center on Aging, SDSU,
Proiect: “Older Mexican Americans:
Who Cares?”
Norman Park Senior Center, Parks and
Recreation Department, Proiect: “Latin0
Elders and Senior Centers.”
January 1986 - August 1987 Correia Junior High School
San Diego, CA
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Teacher Assistant
Duties consisted of classroom assistance,
and assistance with community outreach
programs for Hispanic students and parents.
Assisted in Guidance Department, Co-
facilitated Student Leadership Training
Groups. Assisted with ESL and Limited
English Arithmetic instruction, and
translated educational material into Spanish.
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RESUME OF ROBERTO E. VELASQUEZ Page 5 of 5
SPECIAL TRAINING:
2000 -
1999 -
1998 -
1996 -
1996 -
1996 -
1995 -
Alzheimer’s Association
Becoming an Effective Supervisor.
San Diego Hospice Teleconference, “Living
with Grief at Work, at School, at Worship.”
5rn Annual RWJF
Faith in Action, Interfaith
Volunteer Caregivers Conference, “Habits
flowing from the Heart - Building programs
from within.”
County of San Diego
“Diversity in the Work Place &
Supervision.”
“Sexual Harassment & Discrimination.”
“Developing Departmental Hiring Goals.”
San Dieeo State University
“Programs for the Aging: Development,
Evaluation, and Grant Writing.”
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5260 Ferber St.
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San Diego, Ca. 92122
(858) 558-9129
Cdah
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Professional Goal To obtain a community bilaed social work position servicing the elderly.
workexperience 611999 - Present Public Guardians Office San Diego, Ca.
Deputy Puhlio Guardian
‘Responsible for full range of field investigations to determine clients
appropriateness for conservatorship. Act as a court appointed
conservator w&h authority to make financial, personal and medical
decieions for individuals who are physically or mentally impaired.
1994 - 1999 Scripps Memorial Hospital
Social Worker Transitional Care Unit
La Jolla, Ca
Management of social service department including admissions, marketing,
patient advocacy, aseeesment and proti~ion of psychosocial needs and
services, crisis intervention, emotional support and discharge planning.
Extensive coordination with the health care team, patient, fan& and
community agencies to protide appropriate care and services through the
point of discharge. Thorough knowledge of OBRA and Title 22
requirements. Excellent commum *cation and documentation &lls.
1990 - 1994 Scripps Memorial Hoepital La Jolla, Ca
Placement Coordinator
Sole responeibiity f or aseessment of patients requiring transfer to &;lled’
nursing, Board and Care and Assisted L;v;ng facilities. Required extensive
knowledge of community standards for levels of care. Facilitated
appropriate discharge plan v&h health care team, community agency staff,
patient and family. Provided information and support regarding transition
to lower level of care.
1988 - 1990 Ranch0 EncinitaB Encinitaa, Ca
SockI Worker/Adm;esione Coordinator
Duties and respon&hties as outlined above for a &lled nursing facility
specializing in Alzheimer’e care.
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L *_a : ‘-., .
5260 Ferber St.
San Diego, Ca.
Phone (858) 558-9129
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Education
Professional American Society on Aging
MeItlbe&ps Continuity of Care
1919 Southern Connecticut University
Bachelor of Arta degree in Sociology
New Haven, Ct.
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ATTACHMENT “C”
PROPOSED BUDGET
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ATTACHMENT C c
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PROPOSED BUDGET
VOLUNTEER RESPITE NETWORK
ALZHE~ER’SASSOCUT
Year1
BUDGET
2001-2002
A. Personnel Expenses $7,520.00
Program Coordinator will spend 25 % of her time on this project.
B. Local Travel: $40.00 / month X 12 months to travel to Carlsbad
And within the community to recruit, monitor, and
Assess homes and volunteers. $ 480.00
TOTAL CDBG BUDGET REQUEST: $8,000.00
Association Support: seventy five percent of the coordinator’s salary will be paid
through private revenues through our fund raising and private foundation grant activities.
Volunteer Support: Volunteer Hand Books at $25/ea. X 12 volunteers $ 300.00
Volunteer Orientation & Training at 20 hours X $20/hr. X 12 $4,800.00
Volunteer Support at $50ea. X 12 $ 600.00
Volunteer Recognition at $30 each X 12 $ 360.00
Space Costs at $125/month X 12 months $1,500.00
Supervisory and clerical support at $2OO/month X 12 $2,400.00
TOTAL ASSOCIATION MATCH: %9,960.00
ATTACHMENT “D”
IMPLEMENTATION SCHEDULE
VOLUNTEER RESPITE NETWORK
IMPLEMENTATION SCHEDULE
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. All information requested & be provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
The application must not exceed a total of fifteen (15) pages, including the required
attachments as listed in the Checklist of Required Documents. Ten copies of the completed
application package, including attachments, must be submitted prior to December 22nd to
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA’ 92008.
ADMINISTRATING AGENCY
Name of Agency: Alpha Project for the Homeless
Address: 1717 Pi ft.h Avenile. !3&p #204 c-n n;Qgn ,. . PA
Federal Tax ID Number: 33-0215585
PROPOSED PROGRAM/PROJECT
Title of Program/Project: Take Bark the Streets
- Location of Program/Project: Carlsbad
Contact Person: Kvi A Wi nt.ern Telephone No.: (619 1 542-1877
Requested Funding Amount: $ 12 ,500
Brief Description of Program/Project (Describe the work to be performed, including the activities
to be undertaken or the services to be provided, the goals and objectives of the
program/project, etc.):
The goal of the Take Back the Streets Program is to improve low-income neighborhoods
and clean up blighted properties through the employment of formerly homeless men in
recovery G-om substance abuse and to provide outreach services to the homeless
community and to provide outreach efforts to provide homeless individuals with the
opportunity to become self-sufficient.
Objectives in support of the above goals are as follows:
1. Perform 20-24 neighborhood clean-up jobs in coordination with property
owners, neighborhood groups, citizen organizations, community
organizations, City departments, Code Enforcement, and other non-profit
organizations, 2. Deploy a minimum of three to six men per job during the year of July 1,
2001 to June 30,2002.
3. Provide weekly outreach efforts in Car&ad for the purpose of providing
social service opportunities for homeless individuals.
4. And to improve at least 6 properties for low and/or very-low income - . homeowners in the City of Carl&ad through minor repairs and
maintenance, painting, repairs, and yard work.
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 2
I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
Ia Non-profit 0 For-profit
cl Local public agency cl State public agency
cl Other (Please specify.)
B. What is the purpose/mission of the agency?
Alpha Project for the Homeless empowers individuals,' families and communities by providing work, recovery and support services to people who are motivated to change their lives and achieve self-sufficiency.
C. How long has this agency been in operation? Please include the date of
incorporation' The agency was founded in 1986 and incorporated in 1987.
D. How long has this agency been providing the proposed program/project? This proposed program was intiated in the City of San Diego in 1996 expanded to the City of Vista in 2000 and proposed to operate throughout the County-in 2001.
E. Please submit an organizational chart for the agency as Attachment A. Enclosed
F. Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment B but not in lieu of a complete response.)
Bob McElroy, founder of Alpha Project oversees all projects. Tony Phillips has been affiliated with the non-profit sector since 1995. Margaret Larson has over 15 years in management. The agencies collaborative experience in both the private and non-profit sector offers the City of Carlsbad an opportunity to enhance the community while providing employment experience for homeless individuals G. Please indicate your agency’s level of experience with the CDBG/HOME
’ program.
CDBG/HOME oroaram:
cl No or little experience, up to 1 year of using CDBG/HOME funds.
El Some experience, 2 to 3 years of t&ins CDBG/HOME funds.
P Moderate experience, 4 to 5 years of using CDBG/HOME funds.
fa Considerable experience, more than 5 years of using CDBG/HOME funds.
(Word:\APPLICATION) Revised: 10/3/00
. City of Caritbad
2001-2002 CDBG/HOME Funding Application
Page 3
H. If you have received federal funds, including CDBG/HOME funds, in previous
years, have program violation findings ever been made against your
agency/organizationi
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
ii. FINANCIAL CAPACITY/STABILITY
A.
B.
Please submit the proposed budget for the program/project, itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget. Enclosed
Did you receive any of the following sources of funding from the City of Carlsbad
within the last two years (1999-2000 and 2000-2001) for the proposed
program/projecti!
Sources of Fundinq
CDBG
Community Activities (General Fund monies)
If yes, please indicate amount and status of previously awarded funds (fully
expended, funds remaining, program/project discontinued).
CDBG/HOME funds
Amount Received Status
Community Activities
8. Did you receive any federal funds, including CDBG/HOME funding from other
cities, last year (July 2000 - June 2001)?
cl No w Yes (Please list funds below.)
Proaram Source Amount Received
Vista (TBS) $20,000
San Diego (TBS) $360,000 San Diego ; - $262,840 (Homeless Day Ckter) C. Will additional CDBG/HOME funds be required in future years for the project3
0 No 4t Yes
(WOK~Z\APPLICATION)
Revised: 10/3/00
City of Carisbad
2001-2002 CDBG/HOME Funding Application
Page 4
iii. BENEFITS 8, BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Carlsbad
residents? (Please be specific such as direct services to client’s home,
transportation provided to and from facility, or relation to public transporkhn.) outreach efforts to homeless individuals In Carlsbad will be provided as well as direct services within the City to include removal of spot blight and other community revitalization efforts.
B. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%;
Please see the 2001-2002 Income Limits for the CDBG/HOME Program)
% of clients are at 30 percent or below of the area median income 96
% of clients are between 31 and 50 percent of the area median income 4 ,. % of clients are between 51 and 80 percent of the area median income
0 % of clients are above 80 percent of the area median income
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C. Please describe how low and moderate income persons will benefit from the
proposed program/project. Include the need or problem to be addressed in
relation to Consolidated Plan housing and community development priorities, as
well as the population to be served or the area to be benefited. (See
Consolidated PlanPriorities) Alpha will provided outreach services to homeless individuals to include housing in our facility, in Vista (120 beds) and our other 3 affordable housing complexes in the County of San Diego. Furthermore, individuals in our Supportive Transitional Employment Program for Un-housed Persons (Step-Up) will provided community enhancement efforts to include rehabing homes for low-income persons in the City of Carlsbad and removing spot blight. These services meet the citeria set forth in all three areas of the Consolidated Plan.
D. Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents.
Households or -L~Q Persons of which a% are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
cl No B Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers & day iaborers, Elderly, Children, etc.) Homeless, persons with
substance abuse, and mental health conditions.
(Word:\APPLiCATION)
Revised: 1013/00
-
. _ City of Carisbad
2001-2002 CDBGIHOME Funding Application
Page 5
IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehabilitation, property acquisition, other construction related or new public/community service
program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above
informatiqn is true and correct to the best of my knowledge.
12/19/2000
Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
- . . . . Ellglbllrty Determination:
(Word:\APPLICATION)
Revised: 10/3/00
PROJECT NARRATIVE -
Statement of Need
The proposed Take Back the Streets (TBS) Program is designed to address three specific needs in
the City of CarIsbad simultaneously. First, the Program will offer direct service to neighborhoods
negatively affected by graf%i, litter, and spot blight through clean up and abatement. Secondly, the
Program will offer an opportunity for formerly homeless men participating in a residential recovery
program to engage in work projects giving back to the community from which they have formerly taken.
Finally, the Program will provide outreach services to homeless individuals in Carl&ad to provide them
with the opportunity to participate in various social service program in which we operate, as well as other
social services throughout the County depending on the specific needs each individual contacted
The first of these needs is tangibly quantifiable. Despite the vast and dramatic growth and urban
redevelopment underway in Carlsbad, many neighborhoods stiIl show the distinctive marks of poverty
- and neglect. Moreover, many homes show the vislhle signs of neglect and disrepair. Crumbling
exteriors, overgrown lawns, fallen-down fences, and other exterior deterioration affects the general appeal
of such neighborhoods, and contributes to decreased property values while also serving as a disincentive
for further neighborhood reinvestment.
The second need indicated above is less tangible, but equally compelling. Residents in the Alpha
Project’s Casa Raphael Program are all formerly homeless men in recovery from alcohol and/or other
drug abuse. Casa Raphael offers long-term transitional housing and services in two large apartment
structures. Altogether, Casa Raphael provides housing for up to 90 men along with space for a computer
lab, administrative offices, a community kitchen and dining area, and ample social space. All residents
are fully case-managed and participate in basic adult education, recovery workshops, budgeting and
financial management assistance, anger management, computer instruction, and vocational placement
- programs. All residents receive three meals daily, mental health counseling, transportation to and from
necessary work sites and off-site education and recovery programs, and referral for no cost medical and
n dental treatment.
Through the TBS Program, men in the Casa Raphael Program are already employed in neighborhood
revitalization e&rts in the City of Vista. Other work to recovery programs offered for men in Casa
Raphael include maintenance work with the City of San Diego and sales contracts with the North County
Times. Such employment is a vital component of the rehabilitation services o&red to program
participants. The proposed project will provide one additional opportunity for Casa Raphael residents to
reclaim their sense of dignity~ to gain valuable work skills, and to contriiute positively to their
community.
Thirdly, we will provide crucial outreach efforts. In January of 1999, the Regional Task Force on
the Homeless indicated that there are approximately 9,000 urban homeless in San Diego County. Single
adults make up 70% of the urban homeless population, most of these 5,100 individuals range in age from
19 to 45 years old. The Regional Task Force on the Homeless also indicates that the top five unmet needs
for individual respondents include employment opportunities (42%) for the homeless population. We
believe that jobs will allow homeless individuals to be an asset to the community, while at the same time,
provides them with the tools to be self-sufficient rather than dependent. Furthermore, according to Baum
and Bumes in A Nation in Denial, 65%- 80% of the homeless individuals suffer from alcoholism, drug
addiction, mental illness, or a combination of the three. Therefore, we provide crucial outreach efforts to
provide support services as our clients actively participate in any of our programs or to provide
2
transportation and appropriate ref& to other social service agencies throughout the county. Service
4
4
4
4
4
4
4
4
4
4
4
4
4
Address child support related issues
cmtc a resume
Leamtoread&write
Domestic violence prevention
Personal budgeting workshop
Mental health counseling
SbOWlXS
La*
Mail/message sewices
Medical attention
Dental attention
Optical attention
And any other requested support
services
4
4
4
4
4
4
4
4
4
4
4
4
4
JZnroll in GED preparation
computertmining
Employment
Housing assistance
Alc&ol recovery
Jm3 =oveTy
Job training
Anger Management woIk3hop
Enrol1 in college
Emoll in vocational training
Obtain ID/Drivers license
Interview preparation
Address legal problems
T-Area
The TBS Program will focus on the lowest-income neighborhoods in Carl&ad. The Program will
accept jobs referred by property owners, neighborhood groups, citizen organ&rations, community
organizations, City departments, Code Enf?orcement, and other non-profit organizations.
AU jobs will be performed in designated low-income neighborhoods - those neighborhoods with
- at least 51% of households earning less than 80% of area median income - and all work done for residents
will be done only for those residents earning les than 80% of area median income.
Pa&et Gal and Objectives
The goal of the Take Back the Streets Program is to improve low-income neighborhoods and clean
up blighted properties through the employment of formerly homeless men in recovery f?om substance
abuse and to provide outreach services to the homeless community.
Objectives in support of the above goals are as follows:
1. Perfbrm 24 neighborhood clean-up jobs in coordination with property owners,
neighborhood groups, citizen organizations, community organizations, City departments,
Code Enforcement, and other non-profit organizations,
2. Deploy a minimum of three to six men per job during the year of July 1,2OOl to June 30,
2002.
3.
4.
Provide weekly outreach efforts in Carl&ad for the purpose of providing social service
opportunities for homeless individuals.
And to improve at least 6 properties for low and/or very-low income homeowners in the
City of Carl&ad through minor repairs and maintenance, painting, repairs, and yard work.
Boject lkmipion
The Take Back the Streets Program employs formerly homeless men, residing in the Casa Raphael
residential recovery program in work benefiting the community. The Program’s Manager accepts
requests for work from low-income residents, neighborhood groups and public offices. After assessing
the feasibility of a particular job, the Manager coordinates the deployment of a crew of six to eight men
who perform such jobs as weed and brush abatement, removing debris, cleaning up litter and illegally
dumped garbage, tree maintenance, painting, minor exterior building repairs, graffiti removal, and other
general labor jobs.
- All work crews are fYi.tlIy supervised and work under the direction of Alpha Project staff who
provide both the training and behavioral modeling that grounds program participants’ eventual
advancement to independence. All participants have obtained a minimum of 45 days of sustained sobriety
and are tested weekly for alcohol and drug use. All participants contribute to their own recovery program
through payment of rent and performance of community service projects including TBS.
Piwiow Accomplishments
The TBS Program was originally funded in 1996 in District 8 of the City of San Diego with a
$75,000 CDBG grant. Since that time, the program has expanded citywide with funding from all 8
Council Districts in San Diego, and has begun work in Vista. Altogether, the program has deployed work
crews from the Tijuana River to the Highway 78 corridor. Crews have removed thousands of tons of
debris, cleaned up hundreds of blocks of residential neighborhoods, rehabilitated more than 50 houses,
F and demolished 15 crack houses.
Just as important as these accomplishments, TBS has employed over 300 men and women in
- active community work. More than 150 TBS employees have transitioned to IX-time employment in the
past three years, and nearly 75% of those remain employed and independently housed. TBS employees
have earned college degrees, reunited with families, discharged parole and probation, conquered their
addictions, and reclaimed their rightful place in society.
Aheady the Alpha Project employs a Program Manager who oversees the TBS Program in the
North County and will direct its expansion into Carl&ad. The North County division of TBS maintains a
fleet of eight vehicles, a full compliment of support and administrative staff, and a complete supply of
tools and supplies. If awarded CDBG funding from the City, the first project could be undertaken in
Carlsbad within 14 days of the notice of award and outreach efforts could start within the first week.
Finances
As detailed in the attached budget, the Alpha Project is proposing a dollar-for-dollar match of
- requested City funds. The total request of $12,500 will be applied toward the direct materials and other
hard costs necessary to perform all the work identified above. The Alpha Project will cover all labor and
indirect expenses related to the program.
AGENCY INFORMATION
History and Background
Bob McElroy, founder of Alpha Project, started the program over a decade ago while preparing
for missionary work in 1985. Bob began by handing out sandwiches to needy individuals from the trunk
of his car. Bob felt that he needed an opportunity to familiarize himselfwith the resources available to
individuals on the streets, so he spent ten weeks living on the streets as if he were homeless. After time
he realized that there were plenty of shelters and soup kitchens providing handouts, but very few real
opportunities for homeless individuals to make a change in lifestyle. He observed the process of
_,- individuals going from one free handout to another without being offered any chance for real change. In
fact, many individuals were able to make a decent living panhandling at $50 to $60 a day to support their
5
drug and alcohol habit, while receiving numerous meals at various soup kitchens. That is when Bob
- decided, “real change is better than spare change !” Bob initiated Alpha’s ‘Work to Recovery’ program,
which allowed homeless individuals to immediately start working in the community regardIess of having
a resume, address, references, etc. In 1991, the City of San Diego to request Alpha Project to operate the
Neil Good Day Center, which serves approximately 250-300 homeless individuals on a daily basis. In
1992, Casa Raphael - residential recovery program-opened and in 1999 expanded from a 90 bed facility to
. 120 beds. In 1996 Alpha Project started acquiring four HUD properties (492 units) to preserve crucial
affordable housing opportunities for low-income Gmilies, seniors and individuals. In 2000 Alpha Project
became a general partner in The Metro Hotel located in downtown San Diego. It is a model Single Room
Occupancy (SRO) that provides 193 rooms of sober, clean and safe housing for homeless and needy
individuals. Overall, Alpha Project serves approximate& 1,093 individuals/families on a daily basis.
1. The mission of Alpha Project for the Homeless, Inc., is to empower individuals, fhmilies, and
,-
communities by providing work, recovery and support services to people who are motivated to change
their lives and achieve self-suEciency. The agency’s many programs and projects are available to all
persons in need regardless of race, creed, color, ethnicity, national origin, religion, gender, or sexual
orientation.
2. Founded in 1986 as a simple project offering work opportunities for homeless men, today Alpha
Project operates ten programs across San Diego County for homeless men and women, In addition, the
agency has spawned the creation of 500 units of affordable rental housing projects and has sponsored
several 203(k) home ownership programs.
3. Recognized nationally by President George Bush as the country’s 185th Point of Light, Alpha
Project’s focuses on empowering its clients to take personal responsibility for solving problems. Alpha -.c -
Project strives not to manage homelessness, but rather to end it for its clients. The agency’s programs do
/^ not aim at making homelessness easier, less costly, or more tolerable. Alpha Project sees homelessness in
part as a moral indictment of our community, and also as a solvable problem with a real end in sight.
- Alpha-Project provides an opportunity -- clients provide the effort.
Alpha Project currently maintains formal collaborative partnerships with the City of San Diego,
the County Departments of Health Services and Housing and Community Development the Vista
Townsite Community Partnership, The Downtown San Diego Partnership, the Hillcrest Association,
Episcopal Community Services, Family Health Centers of San Diego, Travelers Aid, Vista Community
Clinic, and Telecare Corporation. Each day, the.many programs administered by Alpha Project directly
serve over 2,000 low-income and homeless men, women and children.
In all Council Districts of the City of San Diego, Alpha Project operates the TBS Program out of
the Neil Good Day Center. TBS deploys work crews of homeless and formerly homeless men and women
- to clean neighborhoods and vacant lots, eradicate graffiti, assist low-income homeowners and renters with
property maintenance, and to work on general upkeep of blighted areas. The program is supported
through the Community Development Block Grant program and private support. The TBS Program
expanded to the North County through funding from the city of Vista for fiscal year 2000.
Alpha Project also subcontracts with the Downtown San Diego Partnership to provide litter
control and clean-up crews throughout downtown San Diego as a member of the Property-Based
Improvement District (PBID) contract with the City. Alpha Project employees also work under the
direction of the City’s Environmental Services Division to conduct regularly scheduled large-scale
maintenance projects. All employees of both the PBID and Maintenance crews are either homeless or
recently homeless men and women in recovery from substance abuse.
In limited partnership with several community housing agencies and private developers, the Alpha
_ Project currently owns and operates 500 units of low-income rental housing from Anaheim to San Diego.
All properties have been acquired and rehabilitated as part of an ambitious preservation program to
7
mitigate the alarming loss of affordable rental property in Southern California. Each of the four r
- complexes in question has received a superior rating in all facets of ownership, financial management,
and physical maintenance management f?om their local HUD offices. One property in particular, the
Oxford Terrace Apartments in Escondido, is the recipient of HUD’s 2000 Best Practices Award for
affordable rental housing.
In 2000, Alpha Project assumed a limited interest in the ownership and operation of the Hotel
Metro, a historic SRO located at 435 13th Street in San Diego. The property is the 5th preservation
project undertaken by Alpha Project and will offer nearly 200 units of SRO housing to very low-income
and formerly homeless persons from the Cky of San Diego.
Under the joint Direction of the agency’s President and Vice President, Alpha Project combines
experience in real estate development, including acquisition, rehabilitation, and operations management.
The agency’s staff has expertise in ail phases of project development and knowledge of Federal, State and
e local guidelines as they apply to the use of public funds. Former sources of development support include
CDBG, HOME and HTF, Tax Credits, and HUD-SHP funding, to name just a few.
Financial
1. The Controller, Jan Norby, CPA, is responsible for contract compliance, audits, all internal
accounting, accounts payable and receivable, payroll, benefits coordination, budget monitoring, and
financial reporting. Mr. Norby has over twenty years of accounting experience including management of
for-profit and non-profit financial systems.
2. Alpha Project utilizes MIAS90, a fully automated accounting system that tracks, monitors and
reports on all revenue and expenses by contract, project, and funding source. All allocated costs are
distributed consistent with Good and Acceptable Accounting Principles and are monitored for contract
compliance. All accounting data is backed up nightly.
3. The Board of Directors isprovided with monthly financial statements at regularly scheduled
- Board meetings. The Board reviews and approves all financial statements including revenue and expense
reports, and budget to actual reports.
4. Leaf and Cole, Llp., an independent auditor performs an ammal audit in compliance with all
relevant Federal, State and local guidelines including OMB Circular A-133. The most recent audit was
completed for the shortened fiscal year beginning January 1,2000, and ending June 30,200O. The next
scheduled audit will be completed in July 2001 for the current fiscal year. Alpha Project’s audits show no
fmdings and 111 compliance with all current contracts.
Attachment A
Organizational Chart
,-
Attachment B
Resumes
ANTHONY PHILLIPS
.-
PROFESSIONAL EXPERIENCE
2000 - Present Alpha Project of San Diego
Director of Grant Admikdration +
San Diego, CA
Responsible for development of public funds, new projects, contract compliance,
internal budgeting, and administration of projects with City, County, State and
Federal funding. Participate in regional networks and Policy/advocacy forums.
1999 - 2000 St Vincent de Paul Village, Inc.
Associate Director of Development l
San Diego, CA
Prepared and submitted $27 million in funding requests to more than 50 sources
including Federal, State and local agencies and private foundations. Received
more than $10 million in awards in southern California and Nevada.
1997 - 1999 Episcopal Community Services San Diego, CA
Senior Manager, Mentai Heaid Housing Programs +
Responsible for all programmatic, financial, and administrative aspects of four
housing programs with 40 subordinate staff, over $3 million in budgets and more
than 20 facilities. Wrote five successful proposals to local and federal sources.
. . .
1996 - 1997 Commurii ty Housing of North County Escondido, CA
Program Manager, HOGAR II +
Relocation of 80 migrant families from rural encampments to permanent housing,
supervision of three subcontractors, recruitment, training, and placement of 60
volunteers. Participated in development of four affordable housing complexes.
Wrote two successful proposals to HUD totaling $1.5 million.
1995 - 1996 Brother Benno Foundation
Services Coordinator l
Oceanside, CA
Responsible for management of 12,000 square-foot day center serving 250 clients
daily. Developed collaborative agreements with three private agencies.
ADDITIONAL PROFESSIONAL ACTIVITIES
l Former Chairman, Board of Directors, Turnagain Arms Community Housing
Association
l Member, Board of Directors, North Coastal Service Center
l Participant/member, Regional Task Force Population Committee, North
County Coalition for the Homeless, Migrant Services Network, Regional
Continuum of Care Council
l Chair, Continuum of Care Writing Committee, San Diego Regional
Continuum of Care Council.
,*. *
7. 4174 MYRTLE AVENUE . SAN DIEGO. CALIFORNIA 92103
PHONE (619) 501-6431 l FAX (619) 542-0264 l E-MAIL PHILLIPS@NEIGHBOR.ORG
.
- ANTHONY C. PHILLIPS
-
PAGE TWO
EDUCATION
1993 - 1994 University of California, San Diego
Ph.D. Candidate, PhiloJop&
La Jolla, CA
1992 - 1993 California State University, Long Beach Long Beach, CA
MA, Pbilosopby
1987 - 1990 San Diego State University San Diego, CA
RA, Pbifosopby
LANGUAGES
English, Spanish, Latin, some French
COMMUNITY ACTIVITIES
Monthly host of televised town meeting in Oceanside, The Conrmni4 Voice
Volunteer with Vietnam Veterans of San Diego’s Stand Down, 1999
Volunteer with Brother Benno Foundation
Frequent speaker on homelessness and services to those with special needs
at civic organization meetings
Television Host, High School Football, Boys and Girls Basketball, KOCT
AWARDS RECEIVED
Dean’s List, San Diego State
Graduate Dean’s Lis< Cal. State Long Beach
Graduate Valedictorian, Cal. State Long Beach
Gabrielino/Forty-Niner Award, Cal. State Long Beach
Golden Nugget Award, Cal. State Long Beach
Who’s Who in Philosophy, UCSD
Distinguished Academic Achievement Award, Cal. Sate Long Beach
Student Leadership Award, Cal. State Long Beach
Award for Special Contribution to Persons with HIV/AIDS
Employee of the Year, Episcopal Community Services
,-
3760 Florida Street
San Diego, CA 92 103
(619) 501.0960
(6 19) 542-0264 tkx
kyla~winter@hotmaikorn
Kyla Winters
. . . . .mci .. 1998- Present Alpha Project for the Homeless San Diego, CA
Dinxtor of Development
l Develop and Manage Human Resources, Training, and Safety
l Marketing (Print, Webbased, and Television)
l Coordinate with government officials
l Grant Administration
l Manage and develop donor base and related activities
l Manage statistical methodology
1998-1998 District Attorney (Paul Wing@
Investigative Aid I Auditor
l Interviewed Custodial and Non-Custodial Parents.
l Team leader in auditing and reconciled accounts.
l Counseled regarding Child Support
San Diego, CA
1997-1998 College Enterprises Inc. San Diego, CA
Adminktrative Manager I Marketing Coofidnator
l Over sought Human Resources / Policies & Procedures
0 Coordinated Marketing
l Coordinated staffing, oversight of Profit/Loss, and managed overall operatio
1994-1997 Kinko’s Copies San Diego, CA
Operational Managed Training -Safety Coordinator
l Coordinated the stat&g, ordering, operations of a Department
l Coordinated and executed safety program.
I Ed”&& -..; _
,*$;$.,:..;j-. -; .’
.~coti‘x&..r;;ts.-~:~’
l Developed manual & implemented training.
1997 San Diego State University
2000 National University
l B.A., Political Science/Sociology
l M.F.S., Forensic Science
Hillcrest Association
Downtown San Diego Partnership - PBID Committee
Downtown San Diego Partnership - Social Service Committee
East Village Citizens Patrol
San Diego Employers Association Liaison
Rice Club (Asian Business Association monthly meeting)
San Diego, CA
San Diego, C.
- WjRY-MARGARET LARSON
3241 Carnarillo Avenue
(lcamside, Ca. 92056
(760) 941-1094
OBJECITVJZ .I A cbakgiq managamnt posit&~ in the Health C~X Geld where my extensive .I cxperiatce and proven abilities can be effectively utilized
SUMMARY l Dyn8micaadhigrlIy succesafulHealthCareAdmini&a&vithISyeanofacpai~~
ia the home health are field.
l Branch Mmqa with dunoastratcd expertise ia dire&a of all branch operations
including staf& financial managemenf marketing account development and climt
l ?Gscal management &ills - maintained Accounts Receivable within 30 days on
8tmud rcvcnucs of $2 Million.
l Skilled ia design and implementation of business operating policies and pmcedum,
including development of accurate budgets and projections.
RELA’IEDEXPERIENCE
ar24/99 - Resent
9l995 to 4l3ol99
s/5/85 - 9i5l95
Director of Opentioas. Alpha Project for the Homeless (Cara Raphael)
l Manage ovaall openhms for Alpha’s Casa Raphael and Casa Base locations.
l Manage company’s billing, c~kction~ and Account Receivables/Account Payable
l Manage all pemmnet related issuea, concans, human resource issues
l Assist in development of Alpha Works Projects, program developnmt, establishment of po~ciea and procedures to create report@ of appropriate infomtation as required
by m&dated cuporate policies.
Branch Manager, Aall Care In Home Supportive Semkes
l Managed ovenill opcmtioas for lxaqmlly’s hvo bran&e3 in San Diego and Lake
San Marcus, including direction of all Geld-and administrative &and Gnmcial
taMag~tftmctitms.
l Developed and implemented company’s Residential Facility Care Pmgmm, stlpplemcatltl st8fGing Divisioa and M&XI st8ffDivi.sion.
l Developxl company marketing plan for adminisbative staffand Marketing
Represewatives.
l Managed all client-related issues, i.e. client service(s) and billing - developed Client
Satisfaaioa Stmcj to evaluate quality of care provided
l Dire&cd and oversaw all acunmts, including billing, collections and ma&mace of
Accounts Receivable.
l waked closely with owner, took start-up busiwss to current revenues of 52 h4illioo
pa year, reorpbd nU nspects of Aall Care operations and maintained efficient
levels of opera&a at both lccatious.
Staff Builders Halth Care Senices
Branch Manager (l/91- 9D5) ’ Managed all aspects of branch tktionS. including aperations, compliance with State
and Federal regulations, staffing of field pemrmel. supmision of Supplemental S
StaGing and Home Care Divisions.
Ttwided finaaoial ruaaagcalcat of all client accmlnts
.Traincd tdhisbative pasoanel on all IBM computer functims for stat&g, billing. Client infomati~ payroll and Medi-Care pa@l/billing applications
l NatIonal Contiaulng Edncatioa Coordinator (10-89 9-91)
l Region81 Admlnistrati nager (39 field offices 10-87 - 10-89)
l Southwest Region tkative Asrbtrnt (985 - 10-87)
Attachment C
Proposed Budget
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each personlagencylorganization interested in being considered for
CDBGlHOME funding. All information requested must be provided or the application will be considered incomplete and will not
be further evaluated for funding consideration. Please type or print clearly. Attach additional sheets or information as necessary.
The application must not exceed a total of fifteen (15) pages, including the required attachments as listed in the Checklist of
Required Documents. Ten copies of the completed application package, including attachments, must be submitted prior to
December 22”d to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA 92008.
ADMINISTRATING AGENCY
Name of Agency: BRIDGE Housing Corporation
Address: One Hawthorne Street, Suite 400, San Francisco, CA 94105
Federal Tax ID Number: 94-7827909
PROPOSED PROGRAM/PROJECT
Title of Program/Project: Building the Foundation
Location of Program/Project: Poinsettia Station Apartments, 6811 Embarcadero Lane, Carlsbad, CA 92009
Villa Loma Apartments, 642 1 Tobria Terrace, Carlsbad, CA 92009
Contact Person: Michele Beahrs Telephone No.: (415) 989.1111
Requested Funding Amount: $ 40,465
Brief Description of Program/Project (Describe the work to be performed, including the activities to be undertaken or the
services to be provided, the goals and objectives of the program/project, etc.):
BRIDGE Housing Corporation will provide on-site services for residents of BRIDGE affordable housing
developments in Carlsbad through its Building the Foundation Initiative. This resident services program addresses
educational needs, access to employment and economic mobility and homeownership opportunities. BRIDGE has
implemented this effort through a pilot project for eleven affordable rental properties in the San Francisco Bay Area,
and will expand this program to serve Carlsbad residents at Villa Loma and Poinsettia Station Apartments. This
initiative will provide residents of diverse ages and ethnic backgrounds with after-school reading, literacy, and
homework programs, computer training, homebuyer education and financial management classes, summer education
and recreational activities, and a learning scholarship and awards program.
The Need for On-Site Educational Programs
Approximately half of BRIDGE residents work in the service sector and nearly 70% have only a high school
education or less. It is BRIDGE’s goal to reduce the painful trade-off that many of our residents face, between
working for low wages to satisfy immediate needs and obtaining skills and a better standard of living for their
families in the future. For nearly two decades, BRIDGE has addressed these pressures by building thousands of
units of affordable housing. Now we are playing an even more direct role, through an educational assistance
program for students of all ages.
The Building the Foundation Initiative targets the diverse needs of the resident population with a focus on education
- and economic empowerment. The Program will include the following components:
Youth development: BRIDGE will provide after-school tutoring/mentoring and homework clubs at Villa Loma
Apartments, which will be accessible to over 700 children from both properties.
Personal Finance and Job Skills: The personal fmance and job skills component enables adult residents to increase
their educational, occupational and economic opportunities
- . Homebuyer Education and Financial Management
On-site Homebuyer Education and Counseling seminars will be held by The San Diego Home Loan Counseling
Service (SDHLCS) in the community rooms of Villa Loma and Poinsettia Apartments. Topics will include financial
management; addressing credit issues; working with a lender and qualifying for a loan; and responsibilities of
homeownership. BRIDGE will provide residents with the information necessary to assess their current financial
situation and their potential for purchasing a home.
. Computer Training
BRIDGE will implement on-site computer skills training programs at Villa Loma Apartments. The training
program, which will be accessible to residents of both properties, will provide lessons in basic computing, the
Internet, and advanced word processing. Computers will also be used in after school tutoring programs. With six
workstations and Internet access, BRIDGE residents will have better access to the technology and skills that have
become paramount in the new economy.
. English as a Second Language
Villa Loma Apartments has a large non-native English speaking population. As a fundamental tool in promoting
economic self-sufficiency, BRIDGE will offer on-site ESL classes to residents.
&is
Alan and Ruth Stein Educational Assistance Program
scholarship and awards program is offered to residents at all BRIDGE family properties to pursue educational
and career advancement. Designed to be needs responsive, the awards are flexible: they may be applied to assist
residents with tuition payments as well as day care, transportation, and other expenses incurred when pursuing
educational and career advancement. BRIDGE is establishing a $500,000 endowment through a major donor
campaign and will make its first award in spring 2001.
BRIDGE is committed to providing services on an ongoing basis. We have recently hired a Program Director
dedicated to the implementation and oversight of all resident services. BRIDGE also recently hired a Fund
Development Director and Grants Manager to develop and implement a diversified fundraising strategy. In just
three months, they have identified numerous individual donors, corporations, businesses and foundations in each
county where we will implement the BuiZding the Foundation Initiative. BRIDGE has also launched a special major
donor drive for the Alan and Ruth Stein Educational Assistance Program. We have the internal financial resources
at each of our properties to provide English as a Second Language classes as well as special workshops in financial
management and homebuyer education. In addition, ongoing operating expenses for these programs will be
provided by income earned from the properties themselves. Villa Loma has been operating more efficiently than
our original budget projections, which allows us to set aside money for services without significantly impacting our
ability to pay back the City of Carlsbad. The most costly part of Building the Foundation is the capital costs and
administrative oversight expenses associated with setting up on-site computer training and after-school programs.
The requested funding would help to underwrite the capital expenses and BRIDGE administrative oversight costs of
establishing computer programs at our Carlsbad properties. BRIDGE will also seek start-up funding for after-school
programs from private foundations, such as the San Diego Foundation, the Downing Foundation, and the Paul &
Magdalena Poinsettia Ecke Foundation.
Program Evaluation
The program will be evaluated by the Program Director and BRIDGE staff on a quarterly basis, using the following
indicators:
. Number of residents participating in each program component. . Number of Carlsbad BRIDGE residents applying for an Alan and Ruth Stein Educational Assistance Program
scholarship or award. . Ability to respond to the potential next steps needed as short-term workshops conclude (e.g., providing
additional and/or more advanced ESL workshops).
. Partners’ ability to adapt teaching methodologies and programs to serve BRIDGE residents’ needs. . Resident satisfaction.
Through Building the Foundation, BRIDGE is extending its mission of providing high volumes of quality affordable
- homes to providing residents and their children greater opportunities to pursue their educational and career goals in a
new, high-tech world. Building the Foundation will offer important educational support, enrichment activities, and
access to economic opportunity to the children and adults living in BRIDGE Carlsbad properties.
City of Carls bad
2001-2002 CDBGlHOME Funding Application
Page 3
I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
El Non-profit
Local public agency
Other (Please specify.)
For-profit
State public agency
B. What is the purpose/mission of the agency?
The mission of BRIDGE Housing Corporation is to produce high quality homes for families and
seniors of very low, low, and moderate incomes. Our goal is to create sustainable living
environments that enhance and uplift the neighborhoods around them and prevent people from
being priced out of their communities.
C. How long has this agency been in operation? Please include the date of incorporation?
BRIDGE Housing Corporation was incorporated on June 1, 1982 and began active operations in
1983.
D. How long has this agency been providing the proposed program/project?
BRIDGE Resident Managers have been providing on-site services to residents since the
establishment of the non-profit BRIDGE Property Management Company in 1985. BRIDGE
provides a variety of supportive services at its housing developments, including childcare
facilities, credit counseling, senior rides and escorts, and educational services such as homework
clubs, computer learning centers, and English as a Second Language classes.
When the Building the Foundation Initiative was launched in January 2000, BRIDGE marked its
increased commitment to providing resident services focused on educational and economic
opportunity. BRIDGE has since launched a pilot program of resident services in eleven properties
in the San Francisco Bay Area. These properties now feature a range of services such as English
as a Second Language classes, computer training, and after-school tutoring programs. Our
ongoing evaluation of this pilot program has positioned us to adopt similar programs throughout
all BRIDGE family properties. The program has been designed to not only build organizational
capacity but also to provide the model for other programs, including Villa Loma and Poinsettia
Station Apartments. Ultimately, all BRIDGE residents will have access to these critical services.
E. Please submit an organizational chart for the agency as Attachment A.
F. Please describe the agency’s existing staff positions directly responsible for the proposed program/project
and their qualifications and experience in implementing such a program/project. (Resumes may also be
submitted as Attachment B but not in lieu of a complete response.)
The Program Team includes Michele Beahrs, Program Director, who is based at BRIDGE’s office
in San Francisco; Susan Johnson-Valva, Executive Vice President of BRIDGE Property
Management Company; and Carol Galante, President of BRIDGE Housing Corporation.
Michele Beahrs, Program Director, has the distinction of being the first I. Donald Temer Resident
at BRIDGE from 1998-2000. During her residency, she conducted an extensive survey of
BRIDGE residents, collecting diverse data on income, age, ethnicity, tenure in their communities,
employment, as well as what residents needed to attain self-sufficiency and a better quality of life.
She is currently publishing the results of this work in a new BRIDGE publication to be released in
200 1. Because the survey overwhelmingly showed that education and home ownership were the
two primary concerns for BRIDGE residents, Ms. Beahrs is developing the education programs
for BRIDGE’s Building the Foundation Initiative. She holds a B.A. in Sociology, Phi Beta
Kappa, from the University of Michigan. Ms. Beahrs is responsible for establishing and evaluating
all resident programs and developing linkages with schools and existing service providers,
including The San Diego Home Loan Counseling Service and Mira Costa College.
(WordVtPPLICATION)
Revised: f22OiUO
City of Carlsbad
2001-2002 CDBGlHOME Funding Application
Page 4
Susan Johnson-Valva is Executive Vice President of BRIDGE Housing Corporation and Director
of BRIDGE Property Management Company. In addition to directing the Management Company,
Ms. Johnson-Valva is responsible for supervising all property asset management, legal and
administrative functions. Ms. Johnson-Valva has been with BRIDGE since 1983 and was
promoted to Vice-President by the Board of Directors in 1989. Johnson-Valva holds a B.S. in
Sociology from U.C. Santa Cruz, with prior business and management experience. She will
provide oversight of the program planning and implementation and the integration of property
management and resident services.
Carol Galante is President and CEO of BRIDGE Housing Corporation, BRIDGE Property
Management Company (BPMC), and Bay Area Senior Services (BASS). Since Ms. Galante joined
BRIDGE as Vice President in 1987, she has been involved in the production of over 7,000 units of
housing, including BRIDGE’s major mixed-use developments in Richmond, Marin City, and West
Oakland. Prior to her work at BRIDGE, Ms. Galante was the Executive Director at Eden Housing,
Inc. where she developed 500 homes and formed a property management subsidiary. Ms. Galante
has worked for the cities of Santa Barbara, Richmond, and Philadelphia. She serves on the Bay
Area Council Advisory Board, the Silicon Valley Housing Leadership Council, and Chairs the
Advisory Council to the Metropolitan Transportation Commission in addition to other policy
boards and commissions. Ms. Galante is a licensed Real Estate Broker, and holds a B.A. from
Ohio Wesleyan and a Master of City Planning from U.C. Berkeley.
G. Please indicate your agency’s level of experience with the CDBGlHOME program.
CDBGlHOME croqram:
i
No or little experience, up to 1 year of using CDBGlHOME funds.
Some experience, 2 to 3 years of using CDBGlHOME funds.
Cl Moderate experience, 4 to 5 years of using CDBGlHOME funds.
IXI Considerable experience, more than 5 years of using CDBGlHOME funds.
H. If you have received federal funds, including CDBGlHOME funds, in previous years, have program violation
findings ever been made against your agency/organization?
ta No cl Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed by your organization.
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemizing revenues and expenses, to this
application as Attachment C. Indicate how the requested CDBGlHOME funds would relate to the overall
proposed budget.
B. Did you receive any of the following sources of funding from the City of Carlsbad within the last two years
(1999-2000 and 2000-2001) for the proposed program/project?
Sources of Funding
CDBG
Community Activities (General Fund monies)
If yes, please indicate amount and status of previously awarded funds (fully expended, funds remaining,
program/project discontinued).
(Word:‘.4PPLICATION) Revised: 12QWOO
City of Carlsbad
2Oh-2002 CDBGlHOME Funding Application
r” Page 5
Amount Received Status
CDBGlHOME funds
Community Activities
B. Did you receive any federal funds, including CDBGlHOME funding from other cities, last year (July 2000 -
June 2001)?
0 No Ix1 Yes (Please list funds below.)
Proqram Source Amount Received
HOME Funds, San Francisco $6,700,000
HOPWA Funds, San Francisco $1,520,000
HOME Funds, Marin County $550,000
CDBG, Marin County $180,000
C. Will additional CDBGlHOME funds be required in future years for the project?
q No cl Yes
III. BENEFITS & BENEFICIARIES
,--- A. How accessible or convenient is the proposed program/project to Carlsbad residents? (Please be specific
such as direct services to client’s home, transportation provided to and from facility, or relation to public
transportation.)
The proposed program will be completely accessible to residents of Villa Loma and Poinsettia
Station Apartments, which provide high-quality rental housing to over 1,000 Carlsbad residents at
affordable prices. Residents at both properties will benefit from a collaborative approach between
BRIDGE and local service providers. To make services as useful and accessible as possible, all
programs will be offered directly to residents in the properties’ community rooms. To maximize
program efficiency and best utilize space, computer skills classes and after-school programs will
be offered at Villa Loma Apartments and will be available for use by Poinsettia Station residents.
Villa Loma Apartments is located approximately 4.5 miles from Poinsettia Station Apartments,
and both properties are directly accessible via regularly scheduled North County District routes
309 and 344.
In addition to on-site services, the Alan and Ruth Stein Educational Assistance Program will be
available to all BRIDGE residents. This scholarship and awards program will enable BRIDGE
residents to pursue educational and career advancement. An extensive outreach campaign will
ensure that all residents receive pertinent information and applications in their homes during the
month of January.
B. What is the approximate percentage of your clients that have annual family incomes in each of the following
ranges: (Percentages should add to 100%; Please see the 2001-2002 Income Limits for the CDBGlHOME
Program)
10 % of clients are at 30 percent or below of the area median income
32 % of clients are between 31 and 50 percent of the area median income
53 % of clients are between 51 and 80 percent of the area median income
5 % of clients are above 80 percent of the area median income
(Word:\APPLICATION) Revised: 12/O/00
City of Carlsbad
2001-2002 CDBGlHOME Funding Application
Page 6
C. Please describe how low and moderate income persons will benefit from the proposed program/project,
Include the need or problem to be addressed in relation to Consolidated Plan housing and community
development priorities, as well as the population to be served or the area to be benefited. (See Consolidated
Plan Priorities)
BRIDGE Housing will provide programs that directly benefit low- and moderate-income children
and adults living at Villa Loma and Poinsettia Station Apartments in Carlsbad Through social
services programs focused on education, recreation, and cultural enrichment activities for low-
income children and adults, the Building the Foundation Initiative meets the community
development objectives of the City of Carlsbad Consolidated Funding Plan. Youth programs will
include after-school tutoring/mentoring, cultural enrichment, and recreational activities. Adults
and seniors will benefit from computer skills classes, financial management workshops,
homebuyer education, English as a Second Language classes, and the opportunity to apply for
educational assistance funds.
D. Please indicate the number of clients, by households or individuals, benefiting from the proposed activity and
the percentage that are Carlsbad residents.
E.
436 Households or are Carlsbad residents Persons of which 100%
Does your agency focus its activities on populations with special needs?
q No El Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families, Persons with disabilities,
Persons with substance abuse problems, Veterans, Farm workers & day laborers, Elderly, Children, etc.)
BRIDGE Housing’s Villa Loma and Poinsettia Station Apartments provide high quality rental
apartments affordable to families with children and senior citizens. Over half of the residents are
low income, and over 90% of residents have household incomes below 80% of the Area Median
Income. All services will be targeted to serve the specific needs of children, adults, and seniors.
IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction, rehabilitation, property acquisition, other
construction related or new public/community service program/project as Attachment D. The agency must ensure the
expenditure of all CDBGlHOME funds awarded within the program year. I, the undersigned, do hereby attest that the above
information is true and correct to the best of my knowledge.
Executive Vice President December 20,200O
Title Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination:
(WordMPPLICATION)
Revised: 12/2WOO
L
-
I I
-
-
-
ATTACHMENT 6: Resumes of Identified Key Personnel
CAROL J. GALANTE
President, BRIDGE Housing Corporation
Carol Galante is President and CEO of BRIDGE Housing Corporation, BRIDGE Property
Management Company (BPMC), and Bay Area Senior Services (BASS). Since Ms. Galante
joined BRIDGE as Vice President in 1987, she has been involved in the production of over 7,000
units of housing, including BRLDGE’s major mixed-use developments in Richmond, Marin City,
and West Oakland. Prior to her work at BRIDGE, Ms. Galante was the Executive Director at
Eden Housing, Inc. where she developed 500 homes and formed a property management
subsidiary. Ms. Galante has worked for the cities of Santa Barbara, Richmond, and Philadelphia.
She serves on the Bay Area Council Advisory Board, the Silicon Valley Housing Leadership
Council, and Chairs the Advisory Council to the Metropolitan Transportation Commission in
addition to other policy boards and commissions. Ms. Galante is a licensed Real Estate Broker,
and holds a B.A. from Ohio Wesleyan and a Master of City Planning from U.C. Berkeley.
SUSAN JOHNSON-VALVA
Executive Vice President, COO, BRIDGE Property Management Company
Executive Vice President, CAO, BRIDGE Housing Corporation
Susan Johnson-Valva is Executive Vice President and Chief Administrative Officer of BRIDGE
Housing Corporation, and Vice President of BPMC, and BASS. Johnson-Valva joined BRIDGE
in 1983 and was promoted to Vice President in 1989. She supervises the personnel, legal, and
administrative functions for the company and oversees the asset management portfolio of over
5,000 units of rental and ownership housing. Ms. Johnson-Valva is an expert in marketing and
lease up strategies for mixed-income communities and a sought-after expert in tax credit
compliance and fair housing. She holds a B.S. in Sociology fi-om U.C. Santa Cruz and has prior
business and management experience.
MICHELE BEAHRS
Program Director, BRIDGE Property Management Company
Michele Beahrs, Program Director, has the distinction of being the first I. Donald Temer
Resident at BRIDGE from 1998-2000. During her residency, she conducted an extensive survey
of BRIDGE residents, collecting diverse data on income, age, ethnicity, tenure in their
communities, employment, as well as what residents needed to attain self-sufficiency and a
better quality of life. She is currently publishing the results of this work in a new BRIDGE
publication to be released in 2001. Because the survey overwhelmingly showed that education
and home ownership were the two primary concerns for BRIDGE residents, Ms. Beahrs is
developing the education programs for BRIDGE’s Building the Foundation Initiative. She holds
a B.A. in Sociology, Phi Beta Kappa, from the University of Michigan.
.
/- ATTACHMENT D
P
Building the Foundation
Proposed Schedule of Program Implementation
ACTIVITY
Introduce Alan and Ruth Stein Educational Assistance Program
to all BRIDGE family properties-distribute application materials
Hold Resident Meetings to refine services needs
Meet with Mira Costa Community College to discuss noncredit
ESL classes at Villa Loma and Poinsettia Station Apartments
Meet with service providers to strategize after-school program
Hold an information session regarding Homebuyer Education
seminars and financial management classes
Deadline for Alan and Ruth Stein Educational Assistance
Program applications
Begin Homebuyer Education seminar and
financial managemem classes
Confirm residents’ interest in and availability for
computer training and after-school programs
Start of CDBG Program Year
Purchase computer equipment and workstations
Set up computer learning center at Villa Loma
Begin computer training classes at Villa Loma
Begin English as a Second Language Classes
Begin after-school tutoring program at Villa Loma
Program Evaluation
September 2001
October 2001
October-November 2001
Quarterly
DATE
January 200 1
February 200 1
March 2001
April 2001
April 2001
April 2001
May 200 1
June 2001
July 1,200l
July 200 1
August 200 1
. City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 1
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. All information requested must be provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
The application must not exceed a total of fifteen (15) pages, including the required
attachments as listed in the Checklist of Required Documents. Ten copies of the completed
application package, including attachments, must be submitted prior to December 22nd to
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA
92008.
ADMINISTRATING AGENCY
Name of Agency: City of Carlsbad Community Services - Recreation-
Address: 3096 Harding Street
Carlsbad, CA 92888
Federal Tax ID Number: 956004793
PROPOSED PROGRAM/PROJECT
Title of Program/Project: Stay n’ Play Afterschool Program
Location of Program/Project: laurel Tree Apartment Complex
Contact Person: Marc A Beasley Telephone No.: ( 760 ) 434-2989
Requested Funding Amount: $ 14,000
Brief Description of Program/Project (Describe the work to be performed, including the activities
to be undertaken or the services to be provided, the goals and objectives of the
program/project, etc.):
The purpose of the Stay n’ Play progrum is to provide the children of the Laurel Tree
Complex a safe and controlled environment to participate in positive after school activities. The
program is designed to offer the children a diversion from the temptation of crime, gangs and
unhealthy activities. The Stay n’ Play program will provide children with a vuriefy of organized
and well supervised qualify recreationui programs to participate in after school.
The Stay n’ Pluy progrum will provide recreutional activities for children 1st through 6th
grades, from 2:OO - 530 pm, five days a week. Parents will register their children to participate in
the program per session.
The CDBG funds will be used to purchase some of the equipment, crafts and share in the
cost of stuffing. The Recreation Division would also use the funds to pay Camperships
(sponsorships) to our City funded camps, sports programs and classes. This would aiiow children
from low income fumiiies to huve registration fees adjusted to he/p solve the financiui burden
that may occur if the family hard to pay the full fee.
(Word:\APPLICATION) D^.*:r^rl. I’) ,,,, “A
-
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 2
I. ORGANIZATIONAL ABILITY/CAPACITY
F
A.
B.
C.
D.
E.
F.
This agency is:
iL
Non-profit
Local public agency
q Other (Please specify.)
cl For-profit
0 State public agency
What is the purpose/mission of the agency?
If is the mission of fhe Curlsbad Communify Services Department to provide a fun
and safe recreational environment in the Stay n’ Play program for the children of
fhe City of Curlsbad, regardless of any physical or financial restrictions. In our
efforts we will provide safety and security while allowing for personal and social
growth through individual acfivify, group activity, personal expression, learning
and play. We will also encourage fhe developmenf of posifive self esteem and
self concept while empowering the ,participants to feet good about themselves.
In addition, we will involve the community in the growth of the Stay n’ Play
program by integrating parents, role models community organizations and events
info the program.
How long has this agency been in operation? Please include the date of
incorporation?
Cify of Carlsbad - incorporated in I952
How long has this agency been providing the proposed program/project?
Six years of Stay n’ Play
Please submit an organizational chart for the agency as Attachment A.
Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment 6 but not in lieu of a complete response.]
The Community Services Recreation Specialist will oversee the day to day
operation of the program. The current Recreation Specialist is Richard Navarro.
Richard has been with the City of Carlsbad for five years. Richard has planned
and implemented the cify’s Youth Day Camp program for 3 years, as well as
overseeing the Stay n’ Play program for the last year and a half. In addition to
Richard experience, Marc Beasley will assist with the day fo day operations of the
Laurel Tree Complex. Together Mr. Navarro and Mr. Beasley have a combined 12
years of experience working with the children in the community.
(Word:\APPLICATION) ~.d. l”ll-,nn
City of Carisbad
2001-2002 CDBG/HOME Funding Application
Page 3
G. Please indicate your agency’s level of experience with the CDBG/HOME
program.
CDBG/HOME proaram:
cl No or little experience, up to 1 year of using CDBG/HOME funds.
Some experience, 2 to 3 years of using CDBG/HOME funds.
Moderate experience, 4 to 5 years of using CDBG/HOME funds.
Considerable experience, more than 5 years of using CDBG/HOME funds.
H. If you have received federal funds, including CDBG/HOME funds, in previous
years, have program violation findings ever been made against your
agency/organization?
6- No q Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
ii. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget.
B. Did you receive any of the following sources of funding from the City of Carlsbad
within the last two years (1999-2000 and 2000-2001) for the proposed
program/project?
Sources of Fundinq
CDBG
Community Activities (General Fund monies)
No Yes
:
If yes, please indicate amount and status of previously awarded funds (fully
expended, funds remaining, program/project discontinued).
CDBG/HOME funds
Amount Received Status
Community Activities
B. Did you receive any federal funds, including CDBG/HOME funding from other
cities, last year (July 2000 - June 2001)?
id No 0 Yes (Please list funds below.)
Proaram Source Amount Received
$
$
$
C. Will additional CDBG/HOME funds be required in future years for the project?
Cl No
(Word:\APPLICATION] CT....:-^A. ,,,,,, nn
P Yes
City of Carisbad
2061-2002 CDBG/HOME Funding Application
- Page 4
iii. BENEFITS b BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Carlsbad
residents? (Please be specific such as direct services to client’s home,
transportation provided to and from facility, or relation to public transportation.)
The program will be easily accessible and convenient for all the children that live
in and around the laurel Tree Complex. Currently, the complex has 102 children
that are residents.
B. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%;
Please see the 2001-2002 Income Limits for the CDBG/HOME Program)
-
15 % of clients are at 30 percent or below of the area median income
80 % of clients are between 31 and 50 percent of the area median income
5 % of clients are between 51 and 80 percent of the area median income
0 % of clients are above 80 percent of the area median income
C. Please describe how low and moderate income persons will benefit from the
proposed program/project. Include the need or problem to be addressed in
relation to Consolidated Plan housing and community development priorities, as
well as the population to be served or the area to be benefited. (See
Consolidated Plan Priorities)
This program does meet the national objective for direct benefit to low and
moderate income persons. This program also recognizes the local objective
under special needs for children in Curlsbad.
D, Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents.
Households or _ Persons of which 100% are Carlsbad residents 138
This program is designed to provide Social Services to children that live at and
near the Laurel Tree Complex. Stay n’ Play provides these youngsters with the
opporfunify to participate in recreation, self-improvement, tutoring assistance and
cultural enrichment in an after school atmosphere.
E. Does your agency focus its activities on populations with special needs?
q No M Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers & day laborers, Elderly, Children, etc.)
The Community Services Department provides services to persons with disabilities,
the elderly and children throughout the community.
(Word:\APPLICATION) n-..:--_I. r*,,9,nn
.-
-
City of Carisbad
2001-2002 CDBGIHOME Funding Application
Page 5
IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehabilitation, property acquisition, other construction related or new public/community service
program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above
information is t e and correct t
Jd
the best of my knowledge.
2-m a?
’ Date
Recreation Suoervisor I, Special Events
Title
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination:
(Word:\APPLICATION) I. ..-A. l”,lO,A,l
2770 Southampton (760) 729-3029 (760) 434-7606
Carlsbad. CA 92006 Fax (760) 434-2964
Richard Navamo
-
Objective To obtain Full-time employment with the City of Carlsbad, working as the Recreation Specialist with the emphaisis in special events and youth
programming.
Experience October 2000 - Present City of Carlsbad Carlsbad, CA
Recreation Spec&lii Stay n’ Play 4% Youth Day Camps
n Responsible for creating, directing, planning, implementing, supervising,
and evaluating the Youth Day Camps & Stay n Play Program,
n Develop and maintain a budget and complete quarterly budget reports
= Solicit sponsors, donations, recruit volunteers and staff for all events and
programs in addition to promoting the event to participants and residents.
Educatii
August 1997- October 2000 City of Carlsbad Carlsbad, CA
Senior Recreation Leader, Special Events &Youth Progiamming
m Responsible for creating, directing, planning, implementing, supervising, and evaluating the Youth Day Camps, Stay n Play Program, and all of the
Special Events for the City of Carlsbad.
n Develop and maintain a budget and complete quarterly budget reports
m Solicit sponsors, donations, recruit volunteers and staff for all events and
programs in addition to promoting the event to participants and residents.
l Solicit, hire, assist in training and supervising staff
August 1996-July 1997 City of Carlsbad
Recreation Leader II, Special Events
Carlsbad, CA
l Planned and programmed community Special Events
B Solicit sponsorship for the Special Events Department
l Maintain and develop Community relations with local business and civic
groups
November 1995-August 1996 City of Carlsbad Carlsbad, CA
Recreation Leader, Facility Attendant
n Supervise facility during non office hours
D Worked with the public to address their needs at the facility
1995Present Mira Costa College Oceanside, CA
l AA Degree in Business Administration with Emphasis in Finance.
H Working to obtain an Bachelor Degree in Administration of Business
Accomplishments H The City of Carlsbad’s Day Camp program has increased 100% in
participation since I became the Senior Recreation Leader of the program.
l Part Time Employee of the Quarter; July 1996, December 1997 and
March 1998.
n Received the C.P.R.S. District XII Part Time Professional award for 1999.
Attachment B
POBOX1123
760.434.2989
760.809.6261
Carlsbad CA 92018
Marc Beasley
Objective To obtain employment within the field of Recreation working in either
customer relations, facilities, program promotions, marketing and event coordination.
1995- Present City of Carlsbad
Recreation Supewisor
Carlsbad, CA
n Responsible for creating, directing, planning, implementing, supervising and evaluate all of the Special Events, Youth Day Camps and Youth
Sports for the City of Carlsbad.
n Develop and maintain a budget and complete quarterly budget reports
n Solicit sponsors, donations, volunteers and staff for all events and
programs in addition to promoting the event to participants and residents.
n Research and investigate new funding sources for program ideas.
m Solicit, hire, train and supervise staff and volunteers.
1995-I 996 City of Encinitas Encinitas, CA
Remet&ion Coomhator
n Supervise contact instructors for the Teen Scene program
H Develop a strategic plan for Teen activities for the Department
H Evaluate community Teen programs
1994-I 995 City of Carlsbad Carlsbad, CA
Recreation Leader, Special Events
n Planned and programmed community Special Events
n Solicit sponsorship for the Special Events Department
n Maintain and develop Community relations with local business and civic
groups
1992-l 995 City of Carlsbad Carlsbad, CA
Recreation Leader, Facility Attendant
n Supervise facility during non office hours
n Worked with the public to address their needs at the facility
1989-I 995 Mira Costa College
= A.A., Administration of Justice
Oceanside, CA
1995 - Present San Diego State University San Diego, CA
n Currently working to obtain a B.A. in Administration of Justice. With a long
term goal to obtain a Masters Degree in Public Administration.
Accomplishments n The City of Carlsbad’s Day Camp program have increased 150% in participation since I became the Supervisor of the program.
n Under my supervision the Special Events Section has received over $50,000 in donation for their community events this year.
n Written and received Community Development Block Grant for the
Stay n’ Play Afterschool program for the past four years.
n I was involved in the City of Carlsbad’s Strategic Planning process as a member of the Future Conference and Strategic Incentive Team member.
H Part Time Employee of the Quarter; July 1995, December 1994 and
March 1993.
n Parks & Recreation Commissioner, City of Oceanside July 1990 - 1992
R-M Available upon request.
Attachment B
Carlsbad Recreation
Proposed Budget
Stay n’ Play
Laurel Tree Complex
Personnel
Senior Recreation Leader
Recreation Aide (4)
Subtotal
Special Supplies
Crafts
Snacks
Admission Tickets
Transportation
Subtotal
Total
Request from CDBG
Request for General Funds
$14,000
$25,000
$10,000
$17,000
$27,000
$6,000
$2,000
$2,500
$ 1,500
$12,000
$39,000
Attachment C
*
.
- CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT
FUNDING PROPOSAL APPLICATION
2001 - 2002
ADMINISTRATING AGENCY
Name of Agency: Community Care for Adults (formerly known as Western
Institute Foundation for Mental Health)
Address: 602 Civic Center Drive
Oceanside, CA. 92054
Federal tax I.D. Number: 33-01100895
PROPOSED PROGRAM/PROJECT
Title/Location of Program/Projects:
Sam and Rose Stein Adult Day Center
304 Seacrest Way
Encinitas, CA. 92024
Oceanside Adult Day Center
602 Civic Center Drive
Oceanside, CA. 92054
The Community Club
6628 Santa Isabel
Carlsbad, CA 92009
Contact Person: Eileen Haller Telephone No: (760) 4339088
Fax No: (760) 433-9946
Requested Funding Amount: $14,000
Description of Program/Project:
Funds are sought for two purposes: 1) to offset the cost of scholarships to Carlsbad
residents utilizing the services at the asency’s adult day care centers; and 2) to
support the start-up phase of the agency’s recently licensed early-stage adult day
care program, located in the City of Carlsbad. 16% of the families being served by the
agency are Carlsbad residents. It is anticipated that this number will increase with
the start-up of the recently licensed Carlsbad program.
Community Care for Adults currently operates two adult day centers (The Sam and
Rose Stein Adult Day Care Center in Encinitas, and the Oceanside Adult Day Center)
- that are licensed as Adult Day Health Facilities by the Department of Health Services
and are MediCal and V.A. certified. Programs operate from 7:00 a.m. to 5:30 p.m.
Monday through Friday. Operating hours were established to accommodate the needs
of working families. Services available through our sites include: social and
recreational activities and outings; social services including individual counseling and
support groups; nursing care and supervision including medication administration; and
rehabilitative services. The centers provide a nutrition program consisting of
breakfast, hot lunch, and an afternoon snack. Transportation services are
coordinated with the local par-a-transit provider. In addition, the agency operates a
bus that transports participants to the Encinitas center. The general health status of
each participant is monitored by the staff on a daily basis. Changes in status are
communicated to the family and primary physician if necessary. The program
provides supportive services to the family at no additional charge.
In early Summer of 2000 the agency became licensed to operate a modified program
called The Community Club in donated space provided by St. Elizabeth Seton Church,
in the City of Car&ad. The program is licensed by the Department of Social
Services/Community Care Licensing. This program is based on the “Morning Out CLub”
model developed by the Alzheimer’s Association and is designed to meet the needs of
families and individuals dealing with the early stage of Alzheimer’s disease or related
disorders. The Club provides a source of respite for family caregivers and a
stimulating social environment for individuals with mild memory loss. The program
meets two very distinct needs: 1) a way to connect families with support services
early in the disease process; and 2) to provide programming for high functioning
individuals who do not fit into the typical day care setting yet. It is felt that the best
way to accomplish this task is through a “club”, a modified day program that meets
one day per week for four hours (i.e. Tuesdays from 10 a.m. to 2 p.m.). The club
affords its “members” an opportunity to participate in a variety of activities designed
to maximize their abilities and enhance self-esteem. It also gives family caregivers a
desperately needed break and the opportunity to participate in educational events
and support services associated with the agency. It has been found that utilizing this
model helps to euse families into the use of formaf support systems. Implementation
of this new program will have a significant impact on our community. There is no
other early stage program in the north coastal region of San Diego County. It is
anticipated that this program will address a need of many families in Carlsbad and the
surrounding communities, and will serve as a feeder to our two existing adult day care
centers in Encinitas and Oceanside. The result will be a higher number of Carlsbad
residents served within all agency sites. To date, we have had difficulty in staffing
the Carlsbad program. Both the Program Director and Activity Coordinator for the
program have developed health problems which prohibit them from conducting the
program. As a result, the program is “on-hold”. Our agency continues its active
search for qualified staff.
- I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is: Non-profit
B. What is the purpose/mission of the agency?
Persons with cognitive and physical impairment often require special and constant
care and supervision. Caring for this population places a tremendous stress on the
family and the social systems that make up a community. Special arrangements and
support must be offered to families. The mission of this agency is to prevent
inappropriate and premature institutionalization of adults with cognitive and physical
impairments through the provision of adult day services. We assist individuals to
remain in the community for as long as possible and enable family caregivers to
provide care in the home.
Community Care for Adults goal is to maintain frail elderly and those over 18 years of
age, who might be subject to institutionalization, in their own community and
preferably in their own homes, as long as is medically, socially, and economically
feasible through the provision of adult day care services. Agency programs
accomplish this by means of four distinct objectives: 1) By rehabilitating clients to the
maximum extent possible through various therapy and recreation programs; 2) By
maintaining the clients health status and independence, through medical, social,
nutritional, and client and family support services; 3) By preventing any decline in the
C participant’s health and sense of well-being by providing these services in a
supportive, stimulating environment; and 4) By providing community education and
outreach in an effort to a) increase public awareness of the aging process and
disabling disorders, and the resulting impact on family systems, and b) to inform the
public of the viable and effective community bused cure options, including adult day
care centers.
C. How long has this agency been in operation? Please include the date of
incorporation. Community Care for Adults was incorporated in June of 1985. The
first center opened in February of 1986.
D. How long has this agency been providing the proposed program/project?
The North Coast Alzheimer’s Center was opened on February 3, 1986 and was moved
to Encinitas in August of 1992 to the Sam and Rose Stein Adult Day Center. It received
an Adult Day Health Care license in April 1993. The Oceanside Adult Day Center was
opened August 27, 1988 and on April 8, 1991 obtained an Adult Day Health Care
license. On September 8, 1997 the Oceanside center relocated from it’s original site
to a much larger facility in the downtown area of Oceanside. The Community Club
program is a new, recently licensed program of the agency and will be operational as
soon as staff positions are filled.
,-
E. Please submit and organizational chart for the agency as Attachment
(see attachment A)
F. Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in implementing
such a program/project.
The Executive Director for Community Care for Adults is Eileen Haller, M.S. Ms.
Haller has a Master’s Degree in Gerontology from the University of Southern California
and has been working with frail and cognitively impaired adults for 16 years. Prior to
coming to Community Care for Adults, she was the Director of two adult day centers
in Los Angeles County. The Center Director of the Sam and Rose Stein Center in
Encinitas is Judith Davagnino. Ms. Davagnino has a Master’s Degree in Social Work
(with a clinical focus in Gerontology) from the University of California, Los Angeles.
Prior to coming to the agency Ms. Davagnino served as Interim Adult Day Services
Director and Medical Social Worker for AltaMed Health Services in Los Angeles. The
Program Director for the Oceanside Adult Day Care Center is Ms. Hazel Aretakis,
M.S.W., A.C.S.W. Prior to her current position, Ms. Aretakis worked in the Behavioral
Health program at Tri-City Hospital, and implemented a case management program at
Redwood Elder-link in Escondido. The Program Director and Activity Director position
for the Community Club are at present vacant. Program support staff at the
Oceanside and Encinitas locations include: Registered Nurses, Licensed Vocational
Nurses, Certified Nurses Assistants, Certified Activities Directors; Master’s level Social
Service personnel, and Program Aides.
(Please see attachment B.)
G. Please Indicate your agency’s level of experience with the CDBG/HOME
program.
Considerable experience, more than five years of using CDBG funds.
H. If you have received federal funds, including CDBGIHOME funds, in previous
years, have program violation findings ever been made against your
agency/organization? NO
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemizing
revenues and expenses to this application as attachment C. Indicate how the
requested CDBG/HOME funds would relate to the overall proposed budget.
See Attachment C
B. Did you receive any of the following sources of funding from the City of
Carlsbad within the last two years (1999-2000 and 2000-2001) for the
proposed program/project?
Sources of Funding
CDBG Yt?S
Community Activities (General Fund monies) No
- If yes indicate amount and status of previously awarded funds (fully expended,
funds remaining, program/project discontinued).
Amount Received status
1999/2000 $5,000 Fully Expended
2ooo/2001 $7,ooo Partially Expended
C. Did you receive any federal funds including CDBG/HOME
cities, last year (July 2000 - June 2001)? Yes
Program Source Amount Received
funding from other
$ 10,700 Encinitas - CDBG Social Services
$ 8,400 Oceanside - CDBG Social Services
D. Will additional CDBG funds be required in future years for the project?
Yes. During Fiscal Year 1999/2OOO Community Care for Adults awarded $59,125 in
scholarships to eligible families, only $22,000 of that amount was provided through all
CDBG funds. The agency continues to absorb the bulk of scholarship costs. As has
been the pattern of the past several years, the demand for funded services and
financial assistance will increase. The agency continues marketing to specific target
groups. Within the city of Carlsbad we will continue focusing our outreach efforts
through health care providers, within faith communities, and through service clubs. It
is also anticipated that once The Community Club program is fully operational it will
increase our client base at the centers. Not all persons who transition to the centers
will be able to pay full fee for service. It is likely that additional funds will be
necessary to support the agency’s scholarship program. Other service related funds
may be requested if revenue is not sufficient to cover the cost of the program
expansion.
Ill. BENEFITS AND BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Carlsbad
residents?
The Oceanside Adult Day Center is in downtown Oceanside. The Sam and Rose Stein
Adult Day Center is located near Interstate 5 in Encinitas. Carl&ad is central to both
service sites. The percentage of Carlsbad residents served is equal at each site.
Participant transportation services for both centers are coordinated with LIFT,
Lifeline’s Transportation Service for the elderly and disabled. Community Care for
Adults purchased a handicap accessible bus less than a year ago and now transports
over one dozen participants per day to the Encinitas site. The centers are open from
7:00 a.m. to 5:30 p.m., making services available before and after normal working
hours for caregivers who require extended care. The Community Club (located on
Santa Isabel) is accessible to all Carlsbad residents who are appropriate for the
program.
B. What approximate percentage of your clients that have annual family incomes
in each of the following ranges?
61% of clients are at 30% or below the area median income.
6% of clients are between 31 and 50% of the area median income.
14% of clients are between 51 and 80% of the area median income.
19% of clients are above 81% of the area median income.
C. Please describe how low and moderate income persons will benefit from the
proposed program/project. Include the need or problem to be addressed, as well
as the population to be served or the area to be benefited.
The agency Scholarship Program is available to families who demonstrate that they
are financially challenged and would be unable to utilize agency services without
assistance. While adult day care is an economic means of maintaining frail and
impaired adults in the community, in most cases low and moderate income families
are unable to pay the full fee for service. Most families we serve require
programming 3 to 5 days per week but cannot afford multiple days. The scholarship
funds will ensure that families will receive the number of service days that they need,
not only those they can afford. Funding objectives are also met through the
provision of counseling and support group services. The agency offers these services
to the participant’s family and others from the community free of charge. The
development of The Community Club falls within the social services objectives
through the provision of recreational and cultural programs to special populations as
well as counseling and support services to participants and their families.
D. Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents.
During FY 99100, Community Care for Adults served 223 day care participants at its
agency’s two sites. This number does not include the 109 individuals who attended
caregiver support groups, or those who attended our monthly caregiver education
series. To date this fiscal year our centers have served 131 unduplicated day care
clients. This number exceeds the original goals set for the first half of the fiscal year.
To date, 16% of these clients are Carlsbad residents. At present our population is
composed of: 34% men/66% women; 77% Caucasian, 8% African American, 13% Latino,
and 2% Asian/Pacific Islander.
E. Does your agency focus its activities on populations with special needs?
Yes. Our centers accommodate clients 18 years of age and above who have cognitive
and or functional impairment. Diagnosis’ of our clients include but are not limited to:
Alzheimer’s disease or dementia; Parkinson’s disease; stroke; brain injury;
developmentally disabled; Multiple Sclerosis; and Huntington’s disease. Participants
currently range from 35 to 95 years of age.
Lthe undersigned, do hereby attest that the above information is true and correct to the best
Signature Title
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination:
-
ATTACHMENT “B”
‘+ Eileen H. iIaller
4704 caminito GioI
San Diego, CA 92 130
(619) 7934487
EDUCATION
Master of Science in Gerontology
University of Southern California - Los Angeles, CA.
Graduation Date - May 1987
Bachelor of Science in Gerontology
University of Southern California - Los Angeles, CA
Graduation Date - May 1986
EXPERIENCE
7/98 - Present Community Care for Adults/Oceanside Adult Day Center
Oceanside, CA
Executive Director/Administrator
Oversight of all agent>’ operations under the direct supervision of the Board of Directors. Responsibilities include: acting
as the Administrator to agency Adult Day Center sites and monitoring that the centers are in compliance with licensing
and funding source requirements; development of and monitoring of agencyknter budgets; development and
-maintenance of agency personnel structure and policies; all contract negotiation and agreements; development and
maintenance of agency da&a base; serving as a liaison between the agency, all licensing and funding entities, and other
service agencies in the community; identifying potential funding sources; production and submission of grants/proposals;
direct supervision of Center Directors and administrative staff; working directly with the Board of Directors and Board
Committees.
lo/97 - 6/98 Villa Ranch0 Bernard0
San Diego, CA
Alzheimer s Program Director
Responsible for non-nursing aspects of the facility’s Alzheimer’s & Dementia Care Units. Functions included: program
analysis and development; implementation and oversight of dementia specific staff training program; dcvelopmcnt and
facilitation of family support services; definition of program mission statement and goals; establishing unit specific
placement criteria based on cognitive and functional levels; development of activities programs appropriate to each unit;
making unit specific environmental recommendations; serving as a member of the Inter-Disciplinary Team; assisting with
inquiries, assessments: and admissions; serving as a liaison behveen the facilihr and other conununit!. based organizations
12/95 - 8197 Mark Taper Intergenerational Center/
Organization for the Needs of the Elderly
Van Nuys, CA.
Director
Responsible for directing, supervising, and coordinating all components/departments of the Mark Taper Intergenerational
Center including: Adult Day Care, Adult Day Health Care, Family Support Services, Rehabilitative Services: and Child
Care. Development and oversight of annual budget. Supervision of Program Directors. Facilitated coordination of
intergenerational programming. Policy development and implementation. Oversight of marketing and cornmunit~~
“‘wtreach efforts. Assists in grant preparation. Ensured that all programs complied with licensing, accreditation, and
I’unding source requirements. Interfaced with area universities for recruitment and supervision of interns as well as
program research and evaluation. Responsible for generation of report/documentation for Board of Directors and
monitoring agencies.
OPICA Adult Day Care Center
Los Angeles, CA
Director
Responsible for daily management of center activities including: training, supervision, and evaluation of staff, volunteers,
and interns; development and oversight of center budget; establishing service contracts with cooperating agencies;
conducting weekly in-service and staff meetings; recruitment and screening of potential members; serving as liaison
between OPICA and memk fkmilies; development and revision of written materials; serving as a liaison between OPICA
and other organizations including funding sources; conducting communily outreach; coordination of educational
programs; oversight of counseling and support group services; writing and assisting in the preparation of proposals;
monthly reporting to the Board of Directors.
2109 - 3f94 Alzheimer’s Diskase Research CenteriAndrus Gerontology Center
University of Southern California, Los Angeles
Program/Clinical Coordinator
Daily management of activities and staff including: budget preparation and monitoring;.development of
administrative database; conducting weekly clinical meetings; screening of data requests and research proposals;
recruitment, screening, and monitoring of potential research subjects; oversight of the collection, reduction and transfer of
data; supervision of research assistants; conference planning and coordination; in-
service training; lecture and workshop presentations; development of printed materials; acting as a liaison behvcen the
ADRC and other organizations.
5187 - l/89
/4
Andrus Older Adult Center/Andrus Gerontology Center
University of Southern California, Los Angeles
Assistant Director
.Lesponsibilities included: counseling older adults and their families; conducting clinical intakes and assessments; training
student interns; acting as a consultant to clinical aging trainees; coordination and facilitation of support groups;
supet%sion of interns and staff; coordination and revision of information and referral system: annual report of center
activities; budget preparation and monitoring; acting as a liaison between the AOAC and other organizations.
6/87 - 1-89 Alzheimer’s Disease Research Center/Andrus Gerontology Center
University of Southem California, Los Angeles
Outreach Coordinator
Conference and workshop planningkuordination; community outreach and public speaking; serving as a liaison behveen
the ADRC and other community organizations.
PROFESSIONAL ORGANIZATIONS
Y/97 - present Member of the Speakers Bureau, Alzheimer’s Association - San Diego Chapter
4198 - present Member of the Education Committee, Alzheimer-s Association - San Diego Chapter
S/98 - present Member of the Memo? Walk Committee, Alzheimer’s Association - San Diego Chapter
1993 - 1997 Member of the Speakers Bureau, Alzheimer’s Association - Los Angeles Chapter
1991 - 1994 Member of the Education Committee, Alzheimer’s Association - Los Angeles Chapter
,988 - 1991 Member of the Support Group Committee, Alzhcimer’s Association - Los Angeles
Chapter
..I. 4.. _., ,...’
JUDITH DAVAGNINO, MSW
7525 Charmant Dr. Apt. 113
San Diego. CA 92122 (619) 638-9655
jdavagnl@san.rr.com
Master’s degree in Social Work at the School of Social Welfare, University of California, Los
Angeles (UCLA). Five years of experience in adult day care services. Central contributor to the
development and implementation of the first PA.C.E. (Program of All-inclusive Care for the
Elderiy) program in Southern California. Fluent in English and Spanish.
PROFESSIONAL EXPERIENCE
Program Director. COMMUNITY CARE FOR ADULTS.
The Sam and Rose Stein Adult Day Health Care Center. Encinitas, California
(July 1998 to present)
. Oversee the daily program operation.
. Supervise program compliance with state regulations and other funding agency
requirements.
. Recruit, hire, evaluates, trains and supervises staff.
l Lead and coordinate the multidisciplinary team.
. Prepare monthly program reports.
. Responsible t% marketing and community outreach efforts.
. Co-facilitate an Alzheimer’s caregiver support group.
Medical Social Worker. ALTAMED HEALTH SERVICES CORPORATION
East Los Angeles, California. (May 1994 - Feb. 1998)
.
.
.
.
Worked in the development and implementation of the Indiana Adult Day Health Day
Care center (ADHC). Key contributor to its conversion to the first P.A.C.E. program
in Southern California.
Developed program, social work department and other department protocols.
Developed documentation and program tracking systems.
Assumed role of Acting Director on numerous occasions.
Designed and implemented the Intake and Marketing process.
Performed psychosocial assessments. Provided individual, group, family and crisis
intervention counseling. Provided extensive case management services, including
discharge planning
Developed and led depression and caregiver’s support groups.
Served as active member in the Quality Assurance, Utilization Review. and Bioethics
Committees. Coordinated and led multidisciplinary team meetings.
Furnished active advocacy services.
Medical Social Worker. BUENA VIDA Adult Day Health Care Center.
Montebello, California. (Feb. 1994 - April 1994)
. . Worked within a multidisciplinary team setting.
. Performed psychosocial assessments.
. Provided individual, family and crisis intervention counseling.
* Responsible for all case management services.
. Conversant in Title 22 Regulations for ADHCs.
Project Director.. CLINICA MONSENOR OSCAR ROMERO.
Los.Angeles, California. (June 1991 - Nov. 1991)
l ‘Coordinated the HIV /AIDS Education and Prevention Program and Tobacco
Prevention and Cessation Program for the Latin0 community.
. Developed and implemented training modules for community leaders and staff
members.
l Administered program budgets.
. Prepared monthly program evaluations.
l Developed a linkage system for community leaders and agencies.
. Supervised a team of six team members.
Social Work Intern. LOS ANGELES UNIFIED SCHOOL DISTRICT.
Los Angeles, California (September 1990 - June 1991)
. Internship concentrated on clinical work at the Drug Free School Program, On-Site
Prevention Program. Addressed gang and drug prevention.
. Provided individual and group therapy and crisis interventions to students in
elementary schools.
Social Work htern. LOS ANGELES COUNTY DEPARTMENT OF CHILDREN SERVICES.
Los Angeles, California (January 1990 - July 1990)
. Internship concentrated on planning and administration.
. Developed and completed a project on a child care specialized placement
information sster-n for the Group Homes and Specialized Placement Division
Social Program Developer. OHIO DEPARTMENT OF HUMAN SERVICES.
Columbus, Ohio. (May 1988 -April 1989)
. Participant in the Columbus area International Program assigned to the Division of
Family and Children Services.
. Participated in the Consultant Team for the Independent Living Program. Joined the
team on regular on-site visits throughout the state.
Director. CORESAM. Corporation of Education, Health and Children Services.
Santiago, Chile. (April 1982- April 1988)
l Administered the children’s services division of this private non-profit organization.
. Perfofr-ned project development, grant writing (twelve grants approved), funding
management, projed evaluations and supervised a staff of forty employees.
. Supervised the Foster Care and Day Care Centers programs among others.
EDUCATION
Postgraduate Studies
Master in Social Work (MS&V). UNIVERSITY OF CALIFORNIA. LOS ANGELES.
School of Social Welfare. 1989 - 1991
. Field of concentration: Planning and Administration.
19/1.2/Or) 17:40 FAX 760 599 5576 < * ’ . . - ,
KlNKOS
Hazel (Scotti) Aretakis, MSW
2505 @een Meadow Way
‘. Vista, CA 92083
Message phone (760) 727-2482
SUMMARY
Extensive experience in progressively responsible positions as a Clinical Social Worker.
Strengths include individual therapy and group work with f&nilies, adults and the
developmentally disabled diagnosed with multipie psychiatric disorders, substance abuse,
vision loss and chronic illnesses. Stilled in psychosocial assessment and case
management. Completed 3200 supervisory hours for LCSW exam.
2000 -
PROFESSfONAL~TXF’ERlENCE
Social Worker, The Elizabeth Hospice. Assess social, psychological,
emotional and economic factors relevent to family/patient functioning
with a terminal illness. Assess current or potential adjustment difficulties, and provide individual, family, marriage and group counseling .
f 997 - 2000 clinical Social Worker, T&City Mdical Center, San Luis Rey Hospital,
and Scripps Hospital Outpatient Behavioral Health Programs. Croup
work and individual therapy with families, adults, seniors, and the
developmentally disabled diagnosed with multiple psychiatric disorders.
Psychosocial assessments; multi-disciplinary treatment team approach in
an intensive day care therapeutic environment.
1997 Social Worker, Redwood Elderlink Day Care Center. Developed case
management program. Psychosocial assessments, counseled clients and
family members experiencing Alzheimer’s disease, stmkes and
Parkinson’s disease.
i 995 - 1997 Social Work Intern, VA Medical Center. Assessments, referrals, case
management and individual and group work with veterans experiencing
chronic illness, .gzheimer’s d.isease, psychiatric disorders and substance
abuse.
Social Work Intern, Redwood Elderiink Day Care Center. Case
management with families and disabled adults experiencing dementia,
strokes, Alzheimer’s and Parkinson’s disease.
1994 - 2996 Conununitv Outreach Coordinator/Counselor, Braille Institute.
Developed and supervised support staff and services for families, adults
and seniors with vision loss in North County Senior Centers.
Education: 1997 Masters Of Social Work, SDSU
Council of International Programs: 1988 - 1989
. Participant in the Columbus area International Program (organized by the Council
International Programs and sponsored by the United States Information Agency,
USIA). . Completed educational seminars at the Ohio State University, lecture series,
presentations, and a full-time assignment at the Ohio Department of Humans
Services. Awarded 23 Continuing Education Units.
Specialization in Educational Planning and Administration.
1986 - 1987. Santiago, Chile.
Specialization in Organization and Administration of Children Services.
1982. Santiago, Chile.
Graduate Studies
Professional Social Worker. UNIVERSITY OF CHILE, School of Social Work.
1974 - 1979. Santiago, Chile.
. Fivelyear program (equivalent to master’s degree). Thesis: “Social Development and
Labor Training in Slum Areas Surrounding Santiago”.
AWARDS
. Registration Fee Grant and Non-Resident Tuition Grant. University of California Los
Angeles. Based on excellent student performance. 1989 - 1991
. Council International Program - USIA. For professionals in Human Sciences.
1988 - 1989
. Fullbright Commission Fellowship. For professionals in Human Sciences.
1988 - 1989
RELATED SKILLS
. Associate Clinical Social Worker (LCSW near completion)
. Fluent in verbal and written Spanish.
. WordPerfect. Microsoft Word. Excel and Internet proficiency.
. --
(Attachment C)
CDBG Project Budget
Organization: Community Care for Adults
Project Name: Oceanside Adult Day Center - ScholarshipKarlsbad
Sam and Rose Stein Adult Day Center - ScholarshipKarlsbad
The Community Club - Program Expansion Support/ Carlsbad
ITEM CDBG OTHER FUND TOTAL
AMOUNT AMOUNT SOURCE AMOUNT
Salaries and Fringe $9,000 $ 9,000
(Scholarship progam/Carkbad)
Salaries and Fringe S5,ooo Area Agency $ 5,000 - (Scholarship prog-am/Carlsbad) On Aging
$I,ooo Donations $ 1,000
$l,ooo Misc. Grants $ 1,000 ____-____-__________-----------------------------------------------------------------------
Salaries/Fringe $5,000 $ 5,000
(The Community Club)
Salaries/Fringe
(The Community Club)
$11,500 Revenue $11,500
Misc. tipeWeS (Phones, food, etc.)
(The Community Club) $ I,ooo Donations $ 1,000
Totals $14,000 $19,500 TOTAL$33,500
*Note: To date the agency has not received commitments from any other sources
to fund scholarships for Carlsbad residents.
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each person/agency/organization interested in being
considered for CDBG/HOME funding. All information requested & be provided or the application will be
considered incomplete and will not be further evaluated for fimding consideration. Please type or print
clearly. Attach additional sheets or information as necessary. The application must not exceed a total of
fifteen (15) pages, including the required attachments as listed in the Checklist of Required Documents. Ten
copies of the completed application package, including attachments, must be submitted prior to December
22”d to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA
92008.
ADMINISTRATING AGENCY
Name of Agency: North Coastal Service Center
Address: 125-A South Tremont St.. Oceanside. CA 92054
Federal Tax ID Number: 33-0711876
PROPOSED PROGRAM/PROJECT
P Title of Program/Project: Children’s Safetv Net Housing Project
Location of Program/Project: 125-A South Tremont St.. Oceanside, CA 92054
Contact Person: Kathleen DeLeo. Executive Director Telephone No.: (760 ) 72 1-2 117
Requested Funding Amount: $ 10.000
Brief Description of Program/Project (Describe the work to be performed, including the activities to be
undertaken or the services to be provided, the goals and objectives of the program/project, etc.):
North Coastal Service Center (NCSC) is seeking funding for its Children’s Safety Net Housing Project. The
goal of this project is three fold. First, it aims to keep families who have apartments in their homes by
providing case management and emergency rental assistance. Second, it aims to provide temporary shelter to
homeless families in a motel for thirty days to provide the opportunity to save funds, and search for
permanent housing. Third, the Project aims to ensure the integral parts of suitable shelter such as, gas and
electric service for cooking facilities, heating and lighting are provided. In addition, the Project also provides
food, cooking utensils, hygiene products, prescription vouchers, and transportation vouchers for medical
appointments or job interviews to assist families to transition into a more stable situation.
The Children’s Safety Net Housing Project has three components: 1) motel vouchers; 2) rental assistance;
and 3) food, utility assistance, and transportation assistance. To ensure movement toward a permanent
solution to the crisis situation, participants are required to meet with a case manager. The participant and the
- case manager work together to develop a case plan, including short and long-term goals and objectives. The
participant meets with their case manager on a weekly basis. This partnership ensures that the participant is
moving in a forward direction toward self-sufficiency.
In addition, NCSC is expanding and enhancing the Project with the introduction of a security deposit
guarantee program to assist families in meeting high security deposit requirements. This program is built
upon a similar program available only within the City of San Diego where it has been very successful.
The goal of the Children’s Safety Net Housing Project is to reduce the number of homeless families in
Carlsbad through motel shelter or rental assistance coupled with case management services.
The objectives of the Chills Safety Net Housing Project are:
Objective # 1: 30 low income families who are Carlsbad residents and are at-risk of becoming homeless
will remain in their homes through completion of the rental assistance program component
of the Children’s Safety Net Housing Project by December 200 1.
Objective #2: 250 individuals (adults and children) who are members of homeless families who are
Carlsbad residents will move into permanent housing through completion of the motel
voucher program component of the Children’s Safety Net Housing Project by December
2001.
Objective #3: 100% of families who are Carlsbad residents and are participants of the Children’s Safety
Net Housing Project will receive assistance with food and clothing.
I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
X Non-profit
cl Local public agency cl Other (Please specify.)
Cl For-profit
cl State public agency
B. What is the purpose/mission of the agency?
The mission statement of North Coastal Service Center is “‘to provide emergency services
and to nurture self suft?ciency in partnership with those in need in accordance with Cod’s
message of caring for our brothers and sisters”.
C. How long has this agency been in operation? Please include the date of incorporation?
North Coastal Service Center was incorporated on June 4, 1996, and has completed four
years and five months as the rep1 acement agency for the Ecumenical Service Center (est.
1982). When Ecumenical Service Center was closed by its parent organization the mission
and services of the agency were continued by the same group of dedicated volunteers with
the commencement of North Coastal Service Center which opened the very next day.
D. How long has this agency been providing the proposed program/project?
The motel voucher and rental assistance components of the Children’s Safety Net Housing
Project have been in operation for three years. The services of case management, food,
clothing, transportation assistance, and utility assistance have been in operation since the
opening of the Ecumenical Service Center in 1982.
E. Please submit an organizational chart for the agency as Attachment A.
Clfy of Carlrbad
2001-2002 CDBG/HOME Funding Application
Page 3
- F.
G. Please indicate your agency’s level of experience with the CDBG/HOME program.
H.
Please describe the agency’s existing staff positions directly responsible for the proposed
program/project and their qualifications and experience in implementing such a
program/project. (Resumes may also be submitted as Attachment B but not in lieu of a
complete response.)
The Executive Director is the only paid staff person at North Coastal Service Center. The
current Executive Director holds a Master of Social Work degree and a Master of Public
Health degree, is a licensed social worker, and has over 10 years experience in a non-profit
human services agency.
The Program Director has 3 1 years experience working in social services agencies including
Lifeline, and Navy Relief.
CDBG/HOME nrogram:
X No or little experience, up to 1 year of using CDBG/HOME funds.
El Some experience, 2 to 3 years of using CDBGMOME funds.
Cl Moderate experience, 4 to 5 years of using CDBG/HOME funds.
0 Considerable experience, more than 5 years of using CDBG/HOME funds.
If you have received federal funds, including CDBG/HOME funds, in previous years, have
program violation findings ever been made against your agency/organization?
X No Cl YeS
If yes, please explain nature of finding(s) and how finding(s) has been addressed by your
organization.
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemizing revenues and
expenses, to this application as Attachment C. Indicate how the requested CDBGMOME
funds would relate to the overall proposed budget.
B. Did you receive any of the following sources of ftmding from the City of Carlsbad within the
last two years ( 1999-2000 and 2000-200 1) for the proposed program/project?
Sources of Funding
CDBG -No x Yes
Community Activities (General Fund monies) 2s_No -Yes
City of Carltbad
2001-2002 CDBG/HOME Funding Applicution
Page 4
If yes, please indicate amount and status of previously awarded Rmds (fully expended, funds
remaining, program/project discontinued).
Amount Received StatUS
CDBGAIOME funds $5000.00
Community Activities
B. Did you receive any federal funds, including CDBG/HOME funding f?om other cities, last
year (July 2000 - June 2001)?
cl No X Yes (Please list funds below.)
Program source Amount Received
City of Oceanside $8,500.00
C. Will additional CDBG/HOME funds be required in future years for the project?
Cl No X Yes
III. BENEFITS & BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Carlsbad residents?
(Please be specific such as direct services to client’s home, transportation provided to and
from facility, or relation to public transportation.)
North Coastal Service Center is very convenient to Carlsbad residents. The agency is located
approximately 3 miles from the border of Oceanside and Carlsbad, and is directly across
from the North County District Transit Center.
B. What is the approximate percentage of your clients that have annual family incomes in each
of the following ranges: (Percentages should add to 100%; Please see the 2001-2002
Income Limits for the CDBG/HOME Program)
100 % of clients are at 30 percent or below of the area median income
% of clients are between 3 1 and 50 percent of the area median income
% of clients are between 5 1 and 80 percent of the area median income
% of clients are above 80 percent of the area median income
Ctfy of Catlsbad
2001-2002 CDBG/HOME Funding Applicafion
Page 5
r‘ C. Please describe how low and moderate income persons will benefit from the proposed
program/project. Include the need or problem to be addressed in relation to Consolidated
Plan housing and community development priorities, as well as the population to be served
or the area to be benefited. (See Consolidated Plan Priorities)
San Diego has a large and growing population of homeless families and families who are at-
risk of becoming homeless. According to the Regional Taskforce on the Homeless there are
two to three families who are on the verge of homelessness for every one family living in a
shelter. The San Diego County Department of Health and Human Services predicts that the
number of homeless will increase dramatically in the coming months because of California’s
welfare reform policy. It has been estimated that there will be an additional 30,000 to 60,000
homeless families in San Diego County this year.
The problem of homelessness in North County is compounded by the lack of emergency
shelter, and affordable apartments. Currently there are only 12 emergency shelter beds
available in North County to families who do not qualify for shelter programs which address
domestic violence or substance abuse recovery. Half of these beds are available for only six
months, and those that are available do not allow male children over the age of nine for the
purpose of safety for younger children staying in the shelter. The Children’s Safety Net
Housing Project provides case management coupled with shelter assistance to homeless or
near homeless families to help these Carlsbad residents move toward an improved situation
through permanent housing.
The basic needs of low income Carlsbad residents are met by the Children’s Safety Net
Housing Project through the provision of food, clothing, hygiene products, prescription
vouchers, and transportation vouchers for medical appointments or job interviews. In
addition, the Project ensures that the integral parts of suitable shelter such as, gas and
electric service for cooking facilities, cooking utensils, heating and lighting are provided.
D. Please indicate the number of clients, by households or individuals, benefiting from the
proposed activity and the percentage that are Carlsbad residents.
Households or 2SCJ Persons of which 100% are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
0 No X Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families, Persons
with disabilities, Persons with substance abuse problems, Veterans, Farm workers & day
laborers, Elderly, Children, etc.)
The agency’s activities are focused on the following special needs populations: homeless
individuals/families, low-income individuals/families, persons with disabilities, and the
elderly.
/h IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction, rehabilitation, property
acquisition, other construction related or new public/community service program/project as
. Citv of Carlsbad
2OCh-2002 CDBG/HOME Funding Appllcufion
Page b
Attachment D. The agency must ensure the expenditure of all CDBGLHOME funds awarded within
the program year. I, the undersigned, do hereby attest that the above information is true and correct to
the best of my knowledge.
/-z,hd./s-d
Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination:
. November 16,ZOOO
I EXECUTIVE BOARD OF DIRECTORS
I I I
I 1
PERSONNEL, EXECUTIVE
COMMITTEE :T COMMITIEE
I EXECUTIVE DIRECTOR I
-
CASE MANAGERS
PANTRY
WORKERS <
. .
PICK-UP &
DELIVERY I
-
KATHLEEN M. DELEO
5757 College Avenue, Apt. N
San Diego, CA 92120 l 619-582-5234
AREAS OF EXPERTISE
Clinical:
Experienced in conducting bio-psycho-social assessments of individuals, couples, and
families, developing diagnostic formulations and individualized treatment plans, and
providing treatment utilizing a variety of modalities with individuals, couples, families, and
groups.
Management:
Experienced in the day-today clinical and administrative operations of an outpatient clinic,
policy and systems development and implementation, compliance with performance
standards, and staff supervision.
EXPERIENCE
1999-2ooo Coordinator of Outpatient Services St. Elizabeth ‘s Medical Center, Department of Psychiatry, Brighton, MA
l Responsible for all financial and clinical operations of the outpatient
department.
l Coordinated all clinical services in the outpatient department.
l Coordinated, screened, and triaged incoming referrals.
l Supervised third-party billing operations.
l Collaborated with multidisciplinary teams including nurses, social workers,
psychologists, psychiatry residents, and staff psychiatrists.
l Represented outpatient service to outside agencies, clinicians, and managed
care insurance plan administrators to increase collaborative relationships.
l Participated in the development, implementation, and evaluation of
outpatient psychiatry policies and procedures.
l Supervised and assessed performance of clinic staff
l Addressed performance issues with clinic staff
1991-1999 Assistant Manager
The Center for Mental Health & Retardation Services, Inc. Lexington, M4
l Provided support in day-today operations of multi-program, human services
agency.
l Developed and coordinated multiple tracking and information systems.
l Assisted in grant writing and licensing applications.
l Trained and supervised Program Assistant, and office staff.
l Collaborated with multidisciphnary team, all levels of management, and
outside agencies.
,-
K. DeLeo, Page 2
1998-1999 l Research Assistant (Internship) Nutrition and Healthy Aging Project
Boston University, School of Public Health, Boston, M-4
l Worked as part of a multidisciplinary team on a NM-funded study of
nutritional risk in a community-based population of homebound elders.
l Conducted m-home and telephone-based research assessments of study
participants according to detailed protocols.
l Conducted related research on issues of weight management with the elderly.
1997-1998 Family Therapist Health South, New England Rehabilitation Hospital, Woburn, MA
l Worked in a fast-paced cardiology/pulmonary unit of a rehabilitation
hospital.
l Conducted psychosocial assessments and psychotherapy with individuals and
families.
l Collaborated with a multidisciplinary team to develop treatment plans to
address patients’ needs, including discharge planning.
l Facilitated weekly patient support group and weekly staff support group.
19961997 Social Worker (Internship) Catholic Charities, The Labour6 Center, Elder Services, Boston, h&
l Conducted psychosocial, risk, and need assessments, and psychotherapy with
older individuals, and their families.
l Conducted outreach to community elders.
l Communicated with outside agencies, medical staff and local providers to
coordinate treatment.
l Developed and co-facilitated a life review support group.
EDUCATION
Boston University, School of Public Health, Boston, MA
Master of Public Health Degree, 1999
Concentration: Social and Behavioral Sciences/Health Promotion
Boston University, School of Social Work, Boston, MA Master of Social Work Degree, 1998
Louis Lowy Certificate in Gerontological Studies, 1998
Regis College, Weston, MA
Bachelor of Arts, 1989
Concentration: Art, Graphic Design Regis College Scholarship
LICENSURE
Licensed Certified Social Worker, Commonwealth of Massachusetts
ASSOCIATIONS
National Association of Social Workers
Massachusetts Public Health Association
Boston University School of Public Health, Alumni Board
- c 1 ., . . ** .
PROJECT BUDGET
Organization: NORTH COAST& SERVICE CENTER
Project Name: CHILDREN’S SAFETY NET HOUSING PROJECT
Employee Related
Expens=
office supplies
Postage
Utilities
Equipment
Rent
Licenses/Permits
StafF Development
Direct Client $10,000
Assistance
Food
Fund Raising
TOTAL $10,000
$2,500 $2,500
$2,000 $2,000
$1,000 $1,000
$2,500 $2,500
$300 $300
$500 $500
$12,300 $22,300
$45,040 $3,600 $48,640
. CITY OF CARLSBAD
- COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2ooo-2001
The following information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. All information requested mvst be provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
The application must not exceed a total of fifteen (15) pages, including the required
attachments as listed in the Checklist of Required Documents. Ten copies of complete proposal
package, including attachments, must be submitted prior to 500 PM on December 20th to Frank
Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA 92008-
2389.
ADMINISTRATING AGENCY
Name of Agency: North County Communitv Services
Address: 1554 Creek Street San Marcos, CA. 92069
Federal Tax ID Number:EIN: 237071474
PROPOSED PROGRAM/PROJECT
P Title of Program/Project: North Countv Food Bank
Location of Program/Project: 1201 E. Washinaton Escondido, CA. 92027
Contact Person: Tom Analin Telephone No.: ( 760 839-6587
Requested Funding Amount: $5,000.00
Brief Description of Program/Project (Describe the work to be performed, including the activities
to be undertaken or the services to be provided, the goals and objectives of the
program/project, etc.):
The North County Food Bank provides food and needed baby and infant needs to forty
agencies in North County. Our participating agencies, served over 70,000 North County residents
and families last year. From first quarter reports, the number of North County residents served in
fhe next year will increase significantly and thus the need for more food.
The next year will be a challenge to provide these needed services. With the present staff and
volunteers we feel confident that the level of service and nutritional food available to these
agencies will be in keeping with the growing need.
Our goal is and will continue to be to procure and distribute to all of North County agencies the
highest quality food possible, so in North San Diego County we have no hungry neighbors.
City of Carlsbad
2000-2001 CDBGIHOME Funding Appllcatlon
Page 3
r I. ORGANIZATIONAL ABILITY/CAPACITY
A. is agency is:
Non-profit cl For-profit
Cl Local public agency cl State public agency
cl Other (Please specify.)
B. What is the purpose/mission of the agency?
Distributing food to Non-Profits throughout San Diego County where food is a part
of the overall program
C. How long has this agency been in operation? Please include the date of
incorporation?
Incorporated in 1970 / Food Bank opened in 1988
D. How long has this agency been providing the proposed program/project?
Twelve years
E. Please submit an organizational chart for the agency as Attachment A.
- F. Please descrtbe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment B but not in lieu of a complete response.)
Tom Anglin, Program Manager / Grants, responsible for Food Bank operations
and food procurement and distribution. Six years experience as grantwriter and
food distribution.
G. Please indicate your agency’s level of experience with the CDBG/HOME
program.
CDBG/HOME proaram:
0 No or little experience, up to 1 year of using CDBG/HOME funds.
cl Some expertence, 2 to 3 years of using CDBG/HOME funds.
I
Moderate expen’ence, 4 to 5 years of using CDBG/HOME funds.
Considerable experience, more than 5 years of using CDBG/HOME funds.
H. If you have received federal funds, including CDBG/HOME funds, in previous
years, have program violation findings ever been made against your
agency/organization?
15 No cl Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
Cify of Carisbad
2000-2001 CDBG/HOME Funding Appiicafion
Page 4
ii. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget.
B. Did you receive any CDBG/HOME funds from the City of Carlsbad within the last two
years ( 1998-99 and 1999-2000) for the proposed program/project?
& No cl Yes
If yes, please indicate amount and status of previously awarded funds (fully expended, funds
remaining, program/project discontinued).
CDBG/HOME funds
Amount Received Status
ONGOING
C. Did you receive any federal funds, including CDBG/HOME funding from other
cities, last year (July 1999 - June 2000)8
El No m Yes (Please list funds below.)
Proaram Source
City of Oceanside
City of Escondido
Amount Received
$7,650
B. Will additional CDBG/HOME funds be required in future years for the project?
•I No 8 Yes
iii. BENEFiTS & BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Cartsbad
residents? (Please be specific such as direct services to client’s home,
transportation provided to and from facility, or relation to public transportation,)
Many of the participating agencies of the food bank are in close proximity to the
City of Carlsbad as well as other vital services. Client are served directly by these
agencies with food, counseling and other needed services such as child care
from North County Community Services.
B. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%;
Please see the 1999-2000 Income Limits for the CDBG/HOME Program)
69 X of clients are at 30 percent or below of the area median income
15 % of clients are between 31 and 50 percent of the area median income
14 % of clients are between 51 and 80 percent of the area median income
2 % of clients are above 80 percent of the area median income
Cify of Carisbad
2000-2001 CDBG/HOME Funding Application
Page 5
All of those benefiting from participating agencies would be required to
have an annual household income of 80% or less than the area median
income.
C. Please describe how low and moderate income persons will benefit from
the proposed program/project. Include the need or problem to be
addressed, as well as the population to be served or the area to be
benefited.
Low and moderate income households would benefit from the nutritional
foods made available from the Food Bank.
D. Please indicate the number of clients, by households or individuals,
benefiting from the proposed activity and the percentage that are
Carlsbad residents.
residents
Households or 72,288 Persons of which 3 %are Cartsbad
E. Does your agency focus its activities on populations with special needs?
q No lb Yes (Please specify)
Please specify which special needs populations. (Homeless
individuals/families, Persons with disabilities, Persons with substance abuse
problems, Veterans, Farm workers & day laborers, Elderly, Children, etc.)
Food Bank participating agencies work with Seniors, Veterans and
Children
IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed
construction, rehabilitation, property acquisition, other construction
related or new public/community service program/project as Attachment
D. The agency must ensure the expenditure of all CDBG/HOME funds
awarded within the program year.
I, the undersigned, do hereby attest that the above information is true and correct to the
best of my knowledge.
City of Carlsbad
2000-2001 CDBGIHOME Funding Application
Page 6
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination:
1 I2210 I
NORTH COUNTY COMMUNI TY SERVICES
ORGANIZATIONAL CHART
BOARD OF
DIRECTORS
EXECUTIVE ADMINISTRATIVE
DIRECTOR ASSISTANT
I
I
FOOD BANK CHILD DEVELOPMENT REENTRY PROGRAM CENTERS PROGRAM
MANAGER PROGRAM MANAGER MANAGER
I
I
SENIOR
M - - -
ESCONDIDO VISTA OCEANSIDE
EXECUTIVE DIRECTOR, DARLINE ULRICH 760-471-5483
ADMINISTRATIVE ASSISTANT, ANITA HUBBARD 760-47 l-6549
FOOD BANK P.M., TOM ANGLIN 760-839-6587
CHILD DEVELOPMENT CTR. P.M., DONNA MEESTER 760-630-9 123
RE-ENTRY PROGRAM P.M., GLORIA GONZALEZ 760-757-7012
John T. Anglin 7604451480
obiecth To work in non-profit area as grant writer/manager
200O-present North County Food Bank
RognrmManagerIGrant Ibiter
’ llIcwsedpmculwlentprocedures
9 Increased vdunteer invoivemer4
Escondido. CA.
1994-2000 Set Free Ministries
cmcemaruagm/Grantwriter
. Madedficemcmefii&nt
. Acquired 501@3 status
n Increased food supplies for programs
San Diego, CA.
Education
htemsts
1997-l 999 Northwind Ministries Cocoa Beach, FL.
Chvch~Iorantwriter
. openedcanputerschoolforwelfafetobwlkProgram
. Procured food supplies
. Handledallfacetsofdxce
1974-l 976 Pikes Peak C.C. Colorado Springs, CO.
’ AABusiness.
. Graduated 3.9GPA
Set Free Board of Directors, Golf, computers.
CITY OF CARLSBAD
COMMUNllY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPUCATlqN
2001-2002
The following information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. AU information reque&d & be provided or the
application will be considered incomplete and will not be further evaluated’. for funding
consideration. Please type or print clearly.. Attach additional sheets or information as necessary.
The application must not exceed a total of fifteen (15) pages, including the required
attachments as listed in the Checklist of Required Documents. Ten copies of the completed
application package, including attachments, must be submitted prior to December 22nd to
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Carfsbad, CA’
92008.
ADMINISTRATING AGENCY
Name of Agency: NORTH COUNTY HEALTH SERVICES
Address: 150 VALPREDA ROAD, SAN M?M!OS, CA 92069
Federai Tax ID Number: 95-2847102
PROPOSED PROGRAM/PROJECT. COE~NNIT~ mm XWINING St IMMUNIZATION PROGRAM Title of Program/Project:
Schoo+s, Spior Centers and other Cmnunity Location of Program/Project: 7 I n f!! r-1 &ad
Contact Person: CAROLImLmTr Telephone No.: 1760 1736-6754
Requested Funding Amount: $ 28r9T0
Brief Description of Program/Project (Describe the work to be perfqrmed, induding the activities
to be undertaken or the services to be provided, the goals and objectives of the
program/project, etc.):
Preventive health care is often the last priority for people who do not have health care insuranck or not enough
health insurance. Flu and pneumonia inoculations help individuals, especially seniors, avoid an extended
illness and potentially, a hospital stay. This year (2000), North County Health Services (NCHS) provided monthly flu and pneumonia inoculations to 1,200 seniors at the downtown Carlsbad Senior Center. NCHS
nurses also provided lmmunizations to students and TB screening for parents at six schools and Head Start
programs. Over the year, three vision screenings were conducted at the Boys and Girls Club and a bltid pressure screening at Lola’s Market & Deli. NCHS has been requested to increase the number of clinics to additional schools and community settings (including new affordable apartment complexes) and to include a
blood pressure, glucose, and cholesterol screening in some. Current funding limits NCHS’ ability to comply. We request funding to support a nurse and medical assistant two day a week to provide immunizations to a
minimum of 1,000 school children and screenings to 1,000 adults.
*-
Cffy of.Cartsba;l
2001-2002 CDBG/HOME Funding Application
Page 2
I. ORGANIZATIONAL ABIllTY/CAPACfTY
A. This agency lx
q Nonprofit cl For-profit
0 Local public agency cl State public agency
cl Other (Please specify.)
B. What is the purpose/mission of the agency?
The mission of North County Health Services is to improve the health status of our diverse communities
by providing quality healthcare that is comprehensive, affordable and culturally sensitive. .-.-.-
c. How long has this agency been in operation? Please include the date of
jncorporation8
197-i
North County Health Services is a private, not-for-profit health services corporation that was established in
D. How long has this agency been providing the proposed program/project? .-
NCHS has been providing immunizations and screenings to Carlsbad residents for five years.
E. klease submit an organizatronal chart for the agency as Attachment A.
F. Please describe the agency’s existing staff positions directly responsible for the’
proposed program/project and their qualifications and expertence in implementing such a program/project. (Resumes may also be submitted as
Attachment B but not in lieu of a complete response.)
1 Alicia Santos, Coastal Regional Administrator, will oversee the immunisation and screening clinics. She is
also me manager of the Carlsbad Family Health Center and five other NCHS health centers: three in Oceanside and
two in Encinitas, and one in Carlsbad. She is located at the Cassidy Health Center. Ms. Santos received a B.S. from
the University of California, San Diego. She has been a clinic director since 1979 and previously was a program
coordinator for the NCHS Ob/Gyn department. She will supervise the nurse and medical assistant (to be hired) who
will conduct the screening clinics.
G. please indicate your agency’s level of experience with the CDBG/HOME
program.
CDBG/HOME txoaram: -
i
No or littte experience, up to 1 year of using CDBG/HOME funds.
Some experience, 2 to 3 years of using CDBG/HOME funds.
cl Moderate expertence, 4 to 5 years of using CDBG/HOME funds.
Cl Considerable experience, more than 5 years of using CDBG/HOME funds.
(wod:uPPLtcAmN) Ridsect 10/3/00
-
City of Carlsbad
2001-2602 CDBG/HOME Funding Appficuffon
Page 3
H. ’ tf ‘you have received federal funds, including CDBG/HOME funds, in previous
years, have program violation findings ever been made against your
agency/organizationi
W No 0 Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
*. CDBG/HOME funds would relate to the overall proposed budget.
B. Did you receive any of the following sources of funding from the City of Cartsbad
within the last two years (1999-2000 and 2000-2001) for the proposed
program/project?
Sources of Fundinq
CDBG
Community Activities (General Fund monies)
If yes, please indicate amount and status of previously awarded funds (fully
expended, funds remaining, program/project discontinued).
CDBG/HOME funds
Amount Received Status
Community Activities
B. Did you receive any federal funds, including CDBGIHOME funding from other
cities, last year (July 2000 - June 2001)?
A No Cl Yes (Please list funds below.)
Proaram Source Amount Received
x
s
C. Will additional CDBG/HOME funds be required in future years for the project?
k
0 No @ Yes possibly
[W&\APPLKXTION)
Revised: 10/3/&l
Ciiy of,Carlsbad I .
2001-2602 CDBG/HOME Funding Appllcafion
Page 4
III. BENEFlTS 8, BENEFICIARIES
A. How accessibte or convenient is the proposed program/project to Cartsbad
r&dents? (Please be specific such as direct. services to client’s home,
transportation provided to and from facility, or relation to public transportation.)
Immunization and screenhtg clinics are provided in convenient locations such as schools, senior center, or
other locatjons at the request of the organization.
B. What is the approtimate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%;
Please see the 2001-2002 Income Limits for the CDBG/HOME Program)
% of clients are at 30 percent or below of the area median income 70
% of clients are between 31 and 50 percent of the area median income XI
X of clients are between 51 and 80 percent of the area median income
% of clients are above BO percent of the area median income
C. Please descttbe how low and moderate income persons will benefit from the
proposed program/project. Include the need or problem to be addressed in
relation to Consolidated Plan housing and community development priorities, as
well as the population to be served or the area to be benefited. (See
Consolidated Plan Priorities)
_ .jh4any low-income children do not receive suffkient well-child care, including hnmunizations. Some.of the
&munizations are required before they can enter school. At the request of school nurses, NCHS has provided the
clinics to get the students up to date with their shots, particularly the series of three of the hepatitis B vaccine that is
required before students enter 7’ grade. NCHS charges only for tetanus shots for elementary school children (Is 12
each). At the senior center, NCHS asks for a donation of S l-S2 for cholesterol checks, and $3 for flu shots. No one is
denied screening or inoculations based on the ability to pay.
D. Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Cartsbad residents.
Households or ~QQQ- Persons of which JQQ% are Cartsbad residents
E. Does your agency focus its activities on populations with spedal needs?
cl No @ Yes (Please specify)
Please specify which special needs populations. (Homeless indivlduafs/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers & day loborers, Etderly, Children. etc.) elderly and children
i :
(word:uPPLlcAlloN)
Revised IOt3BO
City of Carisbad
2001-2002 CDBG/HOkE Funding Appiicafion
Page 5
IV. IMPLEMENTATiON OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehabilitation, property acquisition, other construction related or new public/community service
program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above
information is true and correct to the best of my knowledge.
Signature
CHIEF EXEDJTIVE OFFICER December 18,200O
Title Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination:
(Wordz\APPUCATlON) Revised: 10/3/00
ATTACHMENTS
A. Organizational Chart
B. Staff Resumes of Key Personnel
C. Proposed Budget
D. Updated List of Board of Directors
(Please 1999-2000 CDBG files for SOlc3 )
E. Most Recent Financial Audit
ATTACHMENT A
Organizational Chart
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ATTACHMENT B
Staff Resumes of Key Personnel
Irma Cota, M.P.H.
2320 33’ Street, San Diego CA 92104 (619) 2834415
(769) 736-6751
Twenty-one years of experience in public health services in medical group management, program
planning, grant writing, finance and operational management in both the public and private sector.
Pmvided guidance and support in developing strategic planning, budget preparation, and budget analysis.
Have acquired a reputatbn as a handsan manager with strong business ethks, high standards and a
dedicatbn to exwllence. My employment background has prwlded an opportunity to develop a capacity
to achieve substantial ax$ savings through innovative problem soMng, as well as working wlth all levels
of management to impr&e revenues. I have experience in contract ‘management and contract
negotiation. I am also familiar will ail county, state, and federal programs impacting community dinics.
CEO, Nod c3untyHisM -
Novernk 1997 - Resent
. Responsible for the corporation’s business performance whkh indudes overall strategic planning, -. - fiscal management and operation of dinkal sites, and two m community benefit programs,
Women, Infant and Children (WIC), and AIDS/HIV Case Management Services. As part of my
business development responsibilities, I am responsible for the development of contracts and contract
negotiations. Initiated and began developing marketing efforts, whkh are company and site specifk,
to increase visibility of the organization in the geographical locale.
UdefAdminktrzttive ofiiber, O~@TI Cbtmdankarxi5hp tfre BitiPh January 1992Uctober 1997
m Organlzed the annual strategic planning pmcesses to develop a business plan and budget
Responsible for the overall fiscal management of the operations and grants. Monltored and reported
pehmmce outcomes to thej3oard of Directors. Developed indivldual goals congruent with the
organization’s misslon and purpose. Assisted in the preparation of the sale to Sharp HealthCare and
the implementation of the merger with it. Developed and implemented management, personnel, and
fiscal policies and procedures. Developed and implemented an aggressive marketing plan with Sharp
HealthCare’s marketing representative.
Adminisb-atorand Direcfoof Pkgam Plannhg,. an Ystirv Health Gwter (SHC)
August 1988 - September 1991
n Ensured the fiscal vlability of all dinical operations for the main dink and its satellite dinks.
Aazountable for all medical staffing issues and quality assurance in coordination with the mediil
director. Provided programmatic direction and administrative support to the management team.
Works very closely with Community Health Group due to its status of sister axporatlon with SN-lC,
and was exposed to the business of managed care from the program development and mana&ement
perspective.
. Responsible for the federal contra& and grant writing acbvities, as well as supervision of existlng
grants as Director of Program Planning. Developed Board staff development and the strategic
planning process. comrerted satellite offices from a county medically indigent adult canter to
comprehensive community clinics serving populations of all ages. Develpped completed
pharmaceutkal se&es at National City Family Ciink and physkian diipensing at other satellite
dinks. Ass&ted in the vnt of a hospital-based dink in cooperation with a community
hospital.
- Dih?ctvrof hugtam ~nnhg, San Y3Mv Hwlth iX?nter - Mm EUOW
Jdy 1987 - July 1988
. Selected SYHC as a placement because it represented the benchmark for federally funded clinics in
the development of HMO for medkaily indigent populations. My bad<grdund in public health and
experience in grant writing SYHC gave me the opportunity to be more thanln intern, they assigned
me the job of Director of Program Planning and Grant Writing. ‘
Dibctvr of Women and Urildren ‘s S&M&s and Heafth Eduw ffon, tVsth -My H&M Ssbs
January.1983 - May 1987
. Established the Maternal and &ild Health Division. -loped, implemented, and managed muttipie
county, federal, and state funded matemal and child health grants. Responsible fqr the funded of
many new programs and the Improved fiscal position of some of the state-funded programs, such as
family planning and CHOP. Established the school health programs with Head Start and Migrant
Health. Responsible for reporting on pmgram act&it& to the CEO and Board of Directors as a
member of the upper management team. Partkipated in overall management issues affecting NCHS.
Resea&rAs&ian~ LUZA &kwiofFubkHe&
August 1980 -June 1982
. Responsible for coordination of community focus groups and data collection effixts for two major
research studies in the Latlno community of Los Angeles under the supewkion of the research
director. Accountable for the development of community liaisons and identifkation of study
--’ w partkipants.
&&em CM”& i9u@ctDihxtv~ C&brn~ H&b? Fi&rabbn (lYf+, kumal&~knoc;vn as CX%om&
Healtfi f%xizmbim
May 1978 - August 1980
. Managed activities for the Health breers Opportunity Program funded by the federal government
through CHF. Coordinated student recruitment activities and placements with schools and healthcare
opp&tuni+
Uinic’CboMha&mrandtlrasltfr EdUcatw, llkxtfr C&My h&M Skh2s ~prli 19n
n Coordinated dink operalions of the Pauma Valley Clink (later became Valley Qnter Clink).
Responsible for dinicai health education and public health outreach efforts. Made Homehealth visits
to high-risk migrant ~ilii.
. Masters in Public Health, San Diio State University, June 1993
. Certificate in Health Care Policy and Administration, John Hopkins University, 1987
. Completed 48 units in graduate program; Populations, Families and Intemationai Health, University of
California Los Angeles, 1980 - 1982
. Bachelors in Health Science, Sa Dii State University, 1976
,-
. Healthcare financial Management Association
. National Association of Community Health Centers
n Women in Health Administration, an affiliation of Health Care Executiw
n Latin0 Health Coundi of San Dkgo (founder)
b4%llrirm&hptsma~andptnks&~~~ upon nquest
KENNETH H. MORRIS, M.D., F.A.A.P.
EDUCATION
(g/85-W89)
(8/89-993)
(6~93~6l96)
(9/wmo)
UNDERGRADUATE
University of California, San Diego
La Jolla, California Degree Earned: Bachelor of Arts in Chemistry: June, 1989
MEDICAL SCHOOL Medical College of Wisconsin Milwaukee, Wisconsin Degree Bamed: Doctor of Medicine: May, 1993
INTJ3RNSHIP&~IDENCYTRAINING University of California, San Diego Pediatrics Program San Diego, CA
POST GRADUATE Health Cam Executive Leadership Program (UCSD Extension) La Jolla, California
LICENSES & CERTIFICATIONS
(8/94) California Medical License
W96) Board Certified in Pediatrics
-
WORK EXPERIENCE (8196Present) North County Health Services -’ c San Marcos, CA Pediatrician & Chief Medical Officer working with a primarily underserved population at a 501(c)3 Federally
Qualified Health Center (FQHC). Complete medical provider staff, quality management and clinical services
oversight at eight health care facilities. Services consist of: Primary responsibilities include oversight of medical
services and entire medical provider staff. includes that of: Pediatrics, Internal Medicine, Family Practice, Obstetrics & Gynecology, Family Planning, Mental Health, Dentistry, Laboratory, Pharmacy and Radiology.
(l/97-Present) Escondido Community Clinic
Escondido. CA
Serving as an on-call Pediatrician for Pediatric emergencies/admissions at Palomar Medical Center.
(2197Present) Kaiser Permanente Foundation Hospital San Diego, CA
Serving as a per-diem Pediatrician at after hours urgent care clinics.
PRESENTATIONS
(3100, Woo)
Managing Issues with Vaccine Compliance- “hnmunization Jeopardy” Merck Pharmaceuticals, Vaccine Division San Diego, California
FACULTY/ATTENDING APPO-
(9#6Present) Palomar Medical Center
Escondido, CA Serving as a Pediatric Staff Attendiig.
UCSD School of Medicine La Jolla, CA !%&ng as a Clinical Instructor, Non-salaried for the Department of Pediatrics
(10!98Present) Children’s Hospital and HeaIth Center San Diego. CA Serving as a Pediatric Staff Attending
PROFESSIONAL MEMBERS&
Fellow of the American Academy of Pediatrics
Alicia A. Santos
2581 Goetzc Street
San Diego, CA 92139
619-267-0187
OBJECTIVE: Health Care Administration
EXPERIENCE
4/85 to Present Coastal Regional Administrator
Promoted in 1997 to the present position with direct supervision of two health centers and administrative liaison for four health centers. Responsible for daily operations, which include staff hiring, training, evaluation. Continuous practice evaluation and performance improvement. Contract
monitoring for compliance with federal, state and local regulations. Key player in the preparation for
the accreditation by the Joint Commission of Accreditation of Healthcare Organizations. Chairman of the agency’s Operations and Performance Improvement Committee. Member of the T&City Hospital Healthcare Advisory. Community Liaison with social service agencies, Partners for Healthy
Neighborhoods, Oceanside and Carlsbad City Councils,
12&O tp 6/84 Mid-Citv Communitv Clinic-Clinic Manager
Managed operation of Medical Services including supervision of 3-physician clinic and support
personnel. Monitoring contract compliance with various funding sources. Establishment and
implementation of yearly goals and objectives. Evaluation of programs and continuous stafftraining. /I Development of clinic procedures and protocols to ensure compliance with licensing and funding
sources. Development and implementation of quality assurance program in cooperation with
Medical Director.
10/79-12/80 North Countv Health Services-Clinic Manager
Direct operation of medical clinic including staff supervision, hiring and firing, contract compliance,
yearly goals and objectives, program evaluation and monitoring, license compliance.
10/76-lo/79 North Countv Health Services - Program Coordinator
Responsibilities: Program Administrator and Nutrition Educator for WIC, a food supplemental
program for low-income families, responsible program management and daily operations.
EDUCATION:
University of California at San Diego: Bachelor of Arts Degree in Biology, 1976 . UCSD Extension Course work: Healthcare Financing, Managed Care, 1997
UCI: Consent Law Seminar, 1997
Bilingual-Bicultural (Spanish-English)
PERSONAL:
UCSD undergraduate student was instrumental in health care needs assessments that initiated the group of community clinics known as North County Health Services, presently a multi-million dollar operations. References on request,
NORTH COUNTY HEALTH SERVICES
JOB TITLE: REGISTERED NURSE I Non-exempt -
REPORTS TO: Supervisory RN/Health Center Manager/Practice Manager/Regional Administrator
DIRECT REPORTS: Not Applicable
SUMMARY OF POSITION:
Under the direction of the Supervisory RN/Health Center Manager/Practice Manager/Regional Administrator,
and in collaboration with the Director of Nursing, follows medical protocols and administrative procedures.
Prepare patients, perform laboratory procedures, and dispense and administer medication. Responsible for
case management. Maintain confidentiality.
ESSENTIAL FUNCTIONS:
Medical protocols (45%)
1. Prepare patients to be seen, taking history, blood pressure, weight, temperature, etc. as necessary.
2. Responsible for administering lab procedures, EKG’s and other tests as well as keeping records of tests
and filing results.
3. Dispense selected physician ordered medication according to Board of Pharmacy regulations.
4. Administer selected medications according to clinic protocols.
5. Responsible for collecting pharmacy fees for medications dispensed through the dispensary.
6. Enter billing information into the pharmacy system if applicable.
7. Responsible for balancing pharmacy cash box nightly, if applicable.
8. Clean and restock exam room according to protocols, daily.
- 9. Display knowledge of normal signs of human development and ability to assess and provide age
appropriate care.
10. Perform other duties as requested. Measured by competency assessments, 98% accuracy of essential duties as noted by chati
audit and logs.
Administrative procedures (10%)
1. Responsible for account of drugs in the dispensary on a daily basis.
2. Responsible for assisting in pharmaceutical inventory procedures.
3. Assist in keeping the dispensary stocked according to current written procedures, ordering medications on
a weekly basis as directed.
4. Participate in in-service training as required.
Measured by logs, 98% accuracy noted for essential duties and customer satisfaction
assessments, Pharmacy Director inspections.
Case Management (20%)
1. Responsible for patient centered coordination of health care.
2. implement case finding techniques to identify high risk individuals.
3. Assist families and individuals to maximize ail resources for their health and well being.
4. Recognize conditions that signify gaps or failure in the coordination and preventative effort of case
management and respond appropriately.
5. Coordinate health education services to individuals and families based on need.
6. Responsible for ensuring appropriate referrals and punctual completion as needed.
Measured by audits, meeting deadlines
mijd6/Zi/OO
Customer Relations. (15%)
1. Respond promptly and with caring actions to patients and employees. Acknowledge psychosocial, spiritual
and cultural beliefs and honor these beliefs.
2. Maintain professional working relationships with all levels of staff, clients and the public.
3. Be part of a team and cooperate in accomplishing department goals and objectives.
4. Ensure timely tlow of patients through the clinic system assigning tasks based on patient need.
5. Triage walk-ins, call-ins and emergencies and communicate with on-call physician as necessary.
6. Contribute to the success of NCHS by participating in quality improvement activities.
Measured by competency assessments.
Safety (10%)
1. Maintain current knowledge of policies and procedures as they relate to safe work practices.
2. Follow all safety procedures and report unsafe conditions.
3. Use appropriate body mechanics to ensure an injury free environment.
4. Be familiar with location of nearest fire extinguisher and emergency exits.
5. Follow all infection control procedures including blood borne pathogens protocols.
Measured by competency assessment.
JOB PUALIFICATIONS:
Skills: Ability to relate to and work with people of all ages, social and ethnic backgrounds and maintain patient
confidentiality. Ability to work independently and as part of a team. Ability to function in a manner to permit
medical wre to be provided with optimal efficiency, quality and patient satisfaction.
Knowledge and Education: Current California State Registered Nurse license and current CPR certificate
required. Bilingual (English/Spanish) preferred in some clinic sites and required in others. P
Experience: New graduate up to eighteen months in ambulatory care. Community clinic nursing preferred.
Physical and Personal Requirements: Normal clinic/office environment. See, hear, talk, walk, and sit for long
periods of time. Reach, bend, stoop, and lift 25 lb. Repetitive hand movement; use and view PC. Use
telephone, calculator, fax, and copier. Read, write, and time management, interpersonal, customer service
skills. Basic math skills; prioritize, meet deadlines, maintain confidentiality.
ACKNOWLEDGMENT:
NORTH COUNTY HEALTH SERVICES is an Equal Opportunity Employer. We encourage applications from
all individuals regardless of race, religion, color, sex, pregnancy, national origin, sexual orientation, ancestry,
age, marital status, physical or mental disability or any other protected class, political affiliation or belief.
I acknowledge that I have read and understood the attached job description. My signature below certifies that I
am able to perform the essential functions of this position. I have also discussed any accommodations that I
feel I might need to allow me to perform these essential functions. I agree to abide by all administrative and
medical policies and procedures (protocols) of North County Health Services.
Signature Date
Name (please print) Supervisor Signature
P 5
ATTACHMENT C
Proposed Budget
P
.
North Countv Health Services
Community Health Screeniw & Immunization Propram
Budget
Personnel
- Registered Nurse (.40 FTE)($l9hr.)
- Medical Assist. (.40 FTE)($l2hr)
Benefits (15%)
Subtotal Personnel
Other
Medical Supplies (in-kind)$5O/mo
Subtotal Other
1 TOTAL RIZOUEJST
CDBG
Amount
$15,208
$9,984
$3,778
$28,970
$28,970 -
$28970
OTHER
Amount
WI= In-kind)
$600
$600
TOTAL
Amount
$28,970
$600
$34,970
. . , .
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each person/agency/organization interested in being considered for
CDBWHOME funding. All information requested must be provided or the application will be considered
incomplete and will not be further evaluated for funding consideration. Please type or print clearly. Attach additional sheets or information as necessary. The application must not exceed a total of fifteen (1 5) pages.
including the required attachments as listed in the Checklist of Required Documents. Ten copies of the completed
application package, including attachments, must be submitted prior to December 22nd tO Frank Boensch. Housing
and Redevelopment Department, 2965 Roosevelt Street, Carlsbad. CA 92008.
ADMINISTRATING AGENCY
Name of Agency: The Brother Benno Foundation
Address: 3260 Production Ave - Oceanside, CA 92054
Federal Tax ID Number: 33-0051575
PROPOSED PROGRAM/PROJECT
Title of Program/Project: Brother Benno Dav Center
Location of Program/Project: 3260 Production Avenue Oceanside, CA 92054
Contact Person: Alfred Di Domenico Telephone No.: 760-439- I244
- Requested Funding Amount: $7500
Brief Description of Program/Project (Describe the work to be performed, including the activities to be
undertaken or the services to be provided. the goals and objectives of the program/project. etc.):
The Brother Benno Day Center feeds, clothes and serves the special social service requirements of Homeless
and Needy Carlsbad residents. A hot meal and sack lunch is provided to ALL arriving at the facility between
the hours of 6:30 & 8:00 A.M., without qualification. Our Day Center also provides lodging, clothing,
personal hygiene items, shower facilities, laundry facilities, medical referrals, mail services, transportation
assistance, food packs, I.D. replacement, etc. For all assistance other than meals, a guest interview is required.
This information is put into our computer database to assist Case Managers and to provide data for our
objectives measurement.
,-
.
-
City of Carlsbad
2001-2002 CDBWHOME Funding Application
Page 2
I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
X Non-profit 0 Local public agency
0 Other (Please specify.)
0 For-profit
0 State public agency
B. What is the purpose/mission of the agency?
To serve the basic needs of all those who come to us for assistance from the North County
area. This includes the homeless, the working poor and those seeking a recovery program
for substance abuse.
C. How long has this agency been in operation? Please include the date of incorporation?
17 years -Granted Tax Exempt status, 501 0 (3) October 31, 1984
D. How long has this agency been providing the proposed program/project?
Nine years
E. Please submit an organizational chart for the agency as Attachment A.
C
F. Please describe the agency’s existing staff positions directly responsible for the proposed
program/project and their qualifications and experience in implementing such a program/project. (Resumes may also be submitted as Attachment B but not in lieu of a complete response.)
All staff positions are manned by Volunteers, with the overall day to day responsibility for the
Day Center under the direction of Alfred Di Domenico, Assistant Director of The Brother
Benno Foundation. Harold Kutler, the Executive Director has been in charge of The Brother Benno Foundation since its’ inception.
G. Please indicate your agency’s level of expkience with the CDBCYHOME program.
.X
No or little experience, up to 1 year of using CDBG/HOME funds.
Some experience 2 to 3 years of using CDBG/HOME funds.
Moderate experience. 4 to 5 years of using CDBG/HOME funds.
Considerable experience more than 5 years of using CDBGiHOME funds.
( WordiAPPLICATlON)
Rev@ 1013100
.
City of Carlsbad
2001-2002 CDBC/HOME Funding Application
F Page3
H. If you have received federal funds. including CDBG/f-IOME funds, in previous years. have program
violation findings ever been made against your agency/organization?
X No 0 Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed by your
organization.
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project. itemi2ing revenues and expenses, to this
application as Attachment C. Indicate how the requested CDBGHOME funds would relate to the
overall proposed budget.
B. Did you receive any of the following sources of funding Tom the City of Carlsbad within the last
two years ( 1999-2000 and 2000-200 I ) for the proposed program/project?
Sources of Funding
CDBG
Community Activities (General Fund monies)
No Yes
0 x
0 0
If yes. please indicate amount and status of previously awarded funds (Fully expended. funds
remaining, program/project discontinued).
CDBG/HOME funds
Community Activities
Amount Received Status ~ -..‘. Expended
$11,500 "
C. Did you receive any federal funds. including CDBGIHOME funding from other cities, last year
(July 2000 - June 200 I)?
0 No X Yes (Please list funds below.)
Program Source Amount Received
$19,358. Funded for Different Programs
D. Will additional CDBGIHOME funds be required in future years for the project?
ONo X Yes
.- Word:\APPLICATION)
City of Carlsbad
2001-2002 CDBG/HOME Funding Application Page 4
III. BENEFITS & BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Carlsbad
residents? (Please be specific such as direct services to client’s home, transportation provided to and
from facility, or relation to public transportation.) The Brother Benno Day Center is within a 5-6 mile radius of the majority of our Carlsbad
guests. It is served by regularly scheduled North County Transit System busses.
B. What is the approximate percentage of your clients that have annual family incomes in each of the following
ranges: (Percentages should add to 100%; Please see the 200 I-2002 income Limits for the CDBG/HOME
Program)
80% of clients are at 30 percent or below of the area median income
20% of clients are between 3 1 and 50 percent of the area median income
%of clients are between 51 and 80 percent of the area median income
%of clients are above 80 percent of the area median income
C. Please describe how low and moderate income persons will benefit from the proposed program/project. Include the need or problem to be addressed in relation to Consolidated Plan housing and community
development priorities, as well as the population to be served or the area to be benefited. (See
Consolidated Plan Priorities)
The Brother Benno Day Center specifically meets the criteria as set forth in 2. Social Services
(General) of the Statement of Community Development Objectives. That being by meeting the basic
needs (food, emergency shelter and clothing, as well as counseling) of lower income Carlsbad residents.
D. Please indicate the number of clients, by households or individuals, benefiting from the proposed activity and
the percentage that are Carlsbad residents. f
Households or 8000 Persons of which 4 % are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
0 No X Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families, Persons with disabilities,
Persons with substance abuse problems, Veterans, Farm workers & day laborers, Elderly, Children, etc.)
Working poor families, minors at risk, homeless, veterans, and mentally ill
(Word:MPPLlCATION)
Revwd- 1013100
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each person/agency/organization interested in being considered for
CDBWHOME funding. All information requested must be provided or the application will be considered
incomplete and will not be further evaluated for funding consideration. Please type or print clearly. Attach
additional sheets or information as necessary. The application must not exceed a total of fifteen (1 5) pages,
including the required attachments as listed in the Checklist of Required Documents, Ten copies of the completed
application package, including attachments, must be submitted prior to December 22nd to Frank Boensch, Housing
and Redevelopment Department, 2965 Roosevelt Street, Carlsbad. CA 92008.
ADMINISTRATING AGENCY
Name of Agency: The Brother Benno Foundation
Address: 3260 Production Ave - Oceanside, CA 92054
Federal Tax ID Number: 33-0051575
PROPOSED PROGRAM/PROJECT
Title of Program/Project: House of Dorothv, Barbara & Rosemarv
Location of Program/Project: 3037 Jefferson Carlsbad, CA 92008
Contact Person: Alfred Di Domenico Telephone No.: 760-439-1244
Requested Funding Amount: $7500
Brief Description of Program/Project (Describe the work to be performed, including the activities to be
undertaken or the services to be provided, the goals and objectives of the program/project, etc.):
Our House of Dorothy, Barbara & Rosemary is a Transition house for Women in recovery. With it Brother
Benno’s provides a safe, clean, managed environment which encourages our guests to build their foundation
for a new life. It has proven to be a key location due to the nearness of 12 Step meetings, transportation, employment and shopping. Our guests come to us from the North County area, having been residents or
become residents of Carlsbad. The planned typical stay is one year.
.-
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 2
I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
X Non-protit 0 For-protit
0 Local public agency 0 State public agency
0 Other (Please specify.)
B. What is the purpose/mission of the agency?
To serve the basic needs of all those who come to us for assistance from the North County area. This includes the homeless, the working poor and those seeking a recovery program
for substance abuse.
c. How long has this agency been in operation ? Please include the date of incorporation?
17 years-Granted Tax Exempt status, 501 0 (3) October 31,1984
D. How long has this agency been providing the proposed program/project?
2 years and 3 months
E. Please submit an organizational chart for the agency as Attachment A.
- F. Please describe the agency’s existing staff positions directly responsible for the proposed
program/project and their qualifications and experience in implementing such a program/project.
(Resumes may also be submitted as Attachment B but not in lieu of a complete response.)
Andria Moreno is the House Manager of the facility. She has Dr. Richard Schlemmer, Ph.D.,
Carlsbad, a practicing Clinical Psychologist available for consultation. She reports directly to
Alfred Di Domenico, Assistant Director of The Brother Benno Foundation. Harold Kutler, the
Executive Director has been in charge of The Brother Benno Foundation since its’ inception.
G. Please indicate your agency’s level of experience with the CDBG/HOME program.
.X
No or little experience, up to I year of using CDBGIHOME funds. Some experience 2 to 3 years of using CDBG/HOME funds.
Moderate experience. 4 to 5 years of using CDBG/HOME funds. Considerable experience more than 5 years of using CDBG/HOME funds.
(Word:\APPLICATION)
Rev@ 1013100
City of Carlsbad
- 2001-2002 CDBG/HOME Funding Application Page 3
H. If you have received federal funds. including CDBG/HOME funds. in previous years. have
program violation findings ever been made against your agency/organization?
X No 0 Yes
If yes. please explain nature of finding(s) and how finding(s) has been addressed by your
organization.
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemi2ing revenues and
expenses. to this application as Attachment C. Indicate how the requested CDBG/HOME
funds would relate to the overall proposed budget.
B. Did you receive any of the following sources of funding from the City of Carlsbad within
the last two years (I 999-2000 and 2000-2001) for the proposed program/project?
Sources of Funding
CDBG
Community Activities (General Fund monies)
No Yes
0 x
0 0
If yes. please indicate amount and status of previously awarded finds (fklly expended. funds remaining,
program/project discontinued).
CDBG/HOME funds
Community Activities
Amount Received Status . - Expended
$11,500.
c. Did you receive any federal funds. including CDBG/HOME funding from other cities. last
year (July 2000 - June 200 I)?
X No 0 Yes (Please list funds below.)
Not for this project.
Program Source Amount Received
$19,358. D. Fupded For Different Will additional CDBG/HOME funds be required in future years for the project? Programs
ONo X Yes
WordUPPLlCATION)
-Revised. 1013100
I
City of Carlsbad
- 2061-2002 CDBG/HOME Funding Application Page 4
III. BENEFITS & BENEFKIARIES
A. How accessible or convenient is the proposed program/project to Carlsbad
residents? (Please be specific such as direct services to client’s home, transportation provided to and
from facility, or relation to public transportation.)
The facility is located in downtown Carlsbad, one half block from the Bus line.
B. What is the approximate percentage of your clients that have annual family incomes in each of the following
ranges: (Percentages should add to 100%; Please see the 2001-2002 Income Limits for the CDBG/HOME
Program)
% of clients are at 30 percent or below of the area median income
100% of clients are between 3 1 and 50 percent of the area median income
% of clients are between 5 I and 80 percent of the area median income
% of clients are above 80 percent of the area median income
/A
C. Please describe how low and moderate income persons will benefit from the proposed program/project.
Include the need or problem to be addressed in relation to Consolidated Plan housing and community
development priorities, as well as the population to be served or the area to be benefited. (See
Consolidated Plan Priorities)
The House of Dorothy, Barbara & Rosemary specifically meets the criteria as set forth in L
Affordable Housing of the Statement of Community Development Objectives. That being by providing
shelter & services to homeless and near homeless Women in substance abuse recovery.
D. Please indicate the number of clients, by households or individuals, benefiting from the proposed activity and
the percentage that are Carlsbad residents.
Households or fi Persons of which 3% are (or become) Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
0 No X Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families, Persons with disabilities,
Persons with substance abuse problems. Veterans, Farm workers & day Iaborers, Elderly, Children, etc.)
Women with substance abuse problems.
(WordMPPLICATION)
Revised.- 1013100 -
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. All information requested & be provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
The application must not exceed a total of fifteen (15) pages, including the required
attachments as listed in the Checklist of Required Documents. Ten copies of the completed
application package, including attachments, must be submitted prior to December 22”d to
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA
92008.
ADMINISTRATING AGENCY
Name of Agency United Way Information 8, Referral Service-INFO LINE
Address: P.O. Box 881307 San Dieao, CA 92168-l 307
Federal Tax ID Number: 95-22 13995
PROPOSED PROGRAM/PROJECT
Title of Program/Project: INFO LINE
/c Location of Program/Project: 7947 Mission Ctr. Ct. San Dieao, CA 92108 fconfidential address1
Contact Person: Sara Matta, Director Telephone No.: (6191 767-5362
Requested Funding Amount: $ $5,000
Brief Description of Program/Project (Describe the work to be performed, including the activities
to be undertaken or the services to be provided, the goals and objectives of the
program/project, etc.):
INFO LINE is the central access point to all health and human services throughout San Diego through a toll free
phone service. INFO LINE is often referred to as “your first call for help”. For almost thirty years INFO LINE has
provided confidential and comprehensive information and referral assistance to almost 100,000 people a year and it
represents 14 years of coordinated effort by three primary funding sources - United Way, the County of San Diego
and the City of San Diego. INFO LINE makes access to services easier for those in need. The outcome is an
informed consumer. The entire service system is more efficient by having a reliable source of up-to-date information
on available services and how the service system works.
INFO LINE operates from 8:00 a.m. to 8:OO p.m. Monday through Friday and I I:00 a.m. to 6:00 p.m. on weekends
and holidays. The majority of callers are low income and in need of basic services such as food, shelter, and
assistance with utility bills. I&R Specialists help by taking time to assess callers’ needs and direct them to available programs. INFO LINE’s priority is to provide a prompt, caring response to all callers and to provide accurate
information and referral assistance in all cases.
As stated above, the majority of callers to INFO LINE are low income. This service meets the CDBG national
objective of providing direct benefit to low and moderate income persons. Our service also meets the Carlsbad local
objective of social services as the majority of callers to INFO LINE are calling seeking help with basic needs. The
attached INFO LINE CALL DATA ANALYSIS report for the June 99-July 2000 fiscal year shows that those
seeking help with basic needs account for 69.7% of all calls to INFO LINE.
Toll-free access to INFO LINE is provided from all parts of the San Diego Region and the service is fully bi-lingual
in English and Spanish. The local number to call from Carlsbad is (760) 943-0997.
City of Carlsbad
2001-2002 CDBGIHOME Funding Application
Page 2
I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
xx0 Non-profit
cl Local public agency
Cl Other (Please specify.)
cl For-profit
cl State public agency
B. What is the purpose/mission of the agency?
INFO LINE’s primary goal and purpose is to provide uncomplicated, readily available Information &
Referral assistance to health and human care services throughout San Diego County. Many of our referrals
are preventive in nature and can empower individuals and families to function at their highest level without
the need for government intervention.
The INFO LINE service is seen as the gateway or ‘first callfor help” in San Diego. INFO LINE is the
service that empowers clients with information on how to access services throughout the system. INFO
LINE is a key component of the service network in San Diego and works closely with other service
providers to keep program information up to date resulting in quality referrals for all clients.
C. How long has this agency been in operation? Please include the date of
incorporation?
Information & Referral is a department of United Way of San Diego County, which was incorporated in
1966. The Information and Referral service of United Way has existed since 1970 as Guideline. With
increased United Way funding and additional support from the County of San Diego, a countywide toll-free
phone service was created. Staff was increased from three to eight to handle a projected call volume of
80,000 calls per year. In January of 1987, the City of San Diego transferred its Hebline contract (for after-
hours referrals of the homeless) to INFO LINE and the new service extended its hours into evenings and
weekends.
D. How long has this agency been providing the proposed program/project?
For almost thirty years INFO LINE has provided confidential and comprehensive information and referral
assistance to 70,000-100,000 people a year and it represents 14 years of coordinated effort by three primary
funding sources - United Way, the County of San Diego and the City of San Diego. The three existing
partners need the help of the other cities in San Diego County to keep INFO LINE in operation. The annual
dollar amount requested for the 2000/200 I year from the City of Carlsbad is $5,000.
E. Please submit an organizational chart for the agency as Attachment A.
The United Way tnformation & Referral organization chart is provided in Attachment A.
F. Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment B but not in lieu of a complete response.)
INFO LINE staff currently consists of seven full time staff and one part time staff to handle incoming calls,
five of who are bilingual in English and Spanish. Four of our INFO LINE staff have been certified by our
national professional organization, Association for Information & Referral Services (AIRS). And, the rest of
the INFO LlNE staff will complete the certification by the end of this year. Job descriptions for the INFO LINE Information & Referral Specialist positions and the Associate Director of INFO LINE are attached as
(Word \APPLICArION) “^..._^A I?,l”,nA
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 3
Attachment B
G. Please indicate your agency’s level of experience with the CDBG/HOME
program.
CDBG/HOME rsroaram:
xx0 No or little experience, up to 1 year of using CDBG/HOME funds.
q Some experience, 2 to 3 years of using CDBG/HOME funds.
q Moderate experience, 4 to 5 years of using CDBG/HOME funds.
Cl Considerable experience, more than 5 years of using CDBG/HOME funds.
INFO LINE has received CDBG fimding of $5,000 from the City of Chula Vista in the last funding cycle. We are
requesting support from all cities in San Diego County as our service is provided to all in the County.
H. If you have received federal funds, including CDBG/HOME funds, in previous
years, have program violation findings ever been made against your
agency/organization?
XX No El Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget.
B. Did you receive any of the following sources of funding from the City of Carlsbad
within the last two years (1999-2000 and 2000-2001) for the proposed
program/project?
Sources of Fundinq
CDBG
Community Activities (General Fund monies)
No Yes
X0 0
X0 El
If yes, please indicate amount and status of previously awarded funds (fully
expended, funds remaining, program/project discontinued).
CDBG/HOME funds
Amount Received Status
Community Activities
B. Did you receive any federal funds, including CDBG/HOME funding from other
(Word \APPLICATION)
.
P
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 4
cities, last year (July 2000 - June 2001)?
cl No X0 Yes (Please list funds below.)
Proqram Source
City of Chula Vista
Amount Received
$5,000 for the July 2000-June 2001 fiscal year
:
C. Will additional CDBG/HOME funds be required in future years for the project?
Cl No xx Yes
For many years the people of the San Diego region have had the benefit of a centralized INFO LINE service when
they were confused about where to turn for help. On behalf of the entire region United Way, the County of San
Diego and the City of San Diego have supported this service to date.
The INFO LINE service is a critical element of the infrastructure of community services. People in need and
agencies throughout the region benefit from the services of INFO LINE. People in every part of the San Diego
region get connected to help through this seven-day-a-week phone service. In addition, agencies use this service and
the resource publications, such as our “Directions” book, to help their clients. The complete database of 3,000
programs maintained at INFO LINE is now available on the Internet through our Inform San Diego website,
informsandiego.com, but the phone service is still a critical link for people in need.
The three existing partners need the help of the other cities in San Diego County to keep INFO LINE in operation.
We are requesting funding from each city in San Diego County. The grant request to the City of Carlsbad is for
$5,000. This funding and other local government support is an example of leveraged funding benefiting all in San
Diego County. The INFO LINE budget shown in attachment C details other government support received.
Ill. BENEFITS 8, BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Carlsbad
residents? (Please be specific such as direct services to client’s home,
transportation provided to and from facility, or relation to public transportation.)
INFO LINE is a free, confidential phone service available to all in San Diego County. We have a toll free North
County Coastal phone number (760) 943-0997 that is free for anyone in the Carlsbad area. INFO LINE is open Sam-
8pm Monday through Friday, and 1 lamdpm on weekends and holidays.
8. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%;
Please see the 2001-2002 Income Limits for the CDBG/HOME Program)
80-90 % of clients are at 30 percent or below of the area median income
5-10 % of clients are between 31 and 50 percent of the area median income
5-10 % of clients are between 51 and 80 percent of the area median income
< 1% % of clients are above 80 percent of the area median income
C. Please describe how low and moderate income persons will benefit from the
proposed program/project. Include the need or problem to be addressed in
relation to Consolidated Plan housing and community development priorities, as
well as the population to be served or the area to be benefited. (See
(Word \APPLICATION)
.
r
City of Carlsbad
2001-2002 CDBGIHOME Funding Application
Page 5
Consolidated Plan Priorities)
INFO LINE is a free comprehensive Information and Referral service available to all in San Diego
County 7 days per week. We are open 8:00am-8:OOpm Monday through Friday and 1 l:OOam-
6:OOpm Saturday, Sunday and Holidays. All INFO LINE phone numbers are published in the
Pacific Bell yellow page books covering all of San Diego County (including the Spanish version).
The toll free number for Carlsbad residents is (760) 943-0997. INFO LINE’s service meets the
City of Carlsbad’s social services objective under basic needs. The majority of callers to INFO
LINE -- 69.7%are seeking help with basic needs such as emergency food, shelter or assistance
paying rent or utilities.
D. Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents.
80,000 families/Households or Persons of which 1 ,OOO-4,000 are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
q No xx0 Yes (Please specify)
-
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers 8, day laborers, Elderly, Children, etc.)
Although INFO LINE serves all in San Diego County, we are the central information point for the
homeless population seeking shelter throughout the County. We have daily contact with all shelters
and are the information source on available beds and policies at each shelter. We are a member of
the Solutions Consortium through St. Vincent DePaul, and also the Emergency Resources Group.
We also provide shelter bed availability information to all social service providers through our
Inform San Diego website, informsandiego.com. This data is updated daily with notes/issues
occurring at each shelter. Shelter-related calls to INFO LINE account for 26.3% of all calls
received per year.
IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehabilitation, property acquisition, other construction related or new public/community service
program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above
information is true and correct to the best of my knowledge.
INFO LINE is not proposing new construction. We are seeking funding for the on-going operation of this one-stop
“first call for help” service. We appreciate your consideration.
r cc-. &
Signature TfNe
/&-&J-(-‘O
Date
Date Received:
Date Reviewed:
[Word:\APPLICATION) ^ ^ ^ ^
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 6
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination:
(Word:\APPLICATION) .^ ..^. ^^
Attachment A
United Way of San Diego County
POSITION DESCRIPTION
Position Title: Associate Director, INFO LINE
Salary Grade: 31
Department: INFO LINE
Reports to: Director, Information & Referral
Position Summary: Responsible for day-to-day supervision of operations at INFO LINE, the community’s
central 7 -day-a-week I&R service; for community outreach and marketing of INFO LINE
and its services; and for planning and developing program policies and procedures for
direction of INFO LINE.
Essential Functions:
l Responsible for interviewing, hiring and scheduling of INFO LINE staff.
l Establish and maintain systems of supervision and quality control.
l Maintain record keeping systems necessary for sound management and tracking services.
l Coordinate information flow on new services and special programs to staff and Resource Center.
l - Assist Resource Center with their products: Inform San Diego website, publications and other projects.
l Play lead role in assuring good service to other departments of United Way who rely on INFO LINE to
provide good customer service, i.e., Campaign and labor department.
l Maintain good working relationships with County departments and community agencies’ staff to assure
maximum utilization of each other’s resources.
l Provide case consultation and training services to community agencies and other organizations.
l Assists in marketing all aspects of INFO LINE’s service in line with strategic direction towards
prevention.
Minimum Qualifications:
Education: BA/BS Degree in Social Welfare or related field.
Master’s Degree preferred.
A combination of directly related college course work and experience may be substituted.
Experience: Extensive experience in a variety of human service settings.
Minimum of five years I & R experience.
Minimum of three years experience supervising staff and volunteers.
Required Skills/Abilities:
Demonstrated knowledge of health and social services in San Diego County.
Demonstrated strong commitment to staff development.
Demonstrated excellent communication and interpersonal skills
Demonstrated sensitivity to varied groups of people with different problems and needs.
Demonstrated ability to work in a very busy environment.
12/18/00
United Way of San Diego County
POSITION DESCRIPTION
Position Title: Information and Referral Specialist II
Salary Grade: 25
Department: INFO LINE
Reports to: Associate Director of INFO LINE
Position Summary: Secures, maintains and provides comprehensive information on community resources as
requested, does a complete and accurate problem assessment of those in needs and makes
referrals to services, as appropriate.
Essential Functions:
l Provides necessary information, problem assessment, referral and follow up, appropriate to client’s
needs.
l Assists clients in selecting appropriate resources and when necessary, contacts resources to facilitate
service delivery.
l Utilizes recognized professional and agency standards in carrying out the goal of resolution of the e client’s problems. Utilizes professionalism in working with community resources.
l Maintains accurate records of services requested and provided, utilizmg on-line database system.
l Shares responsibility for the on-going maintenance of resource information utilized in the
Information & Referral division.
l Delivers Information and Referral services directly to clients off site at various locations.
l Responsible for Information & Referral division special projects and programs.
l Provides guidance and support to new staff, volunteers, interns and Occupational Training assistants.
l Represents INFO LlNE and United Way through public presentations in the community.
Interaction:
l Clients in crisis; UWSD - all departments; Agency Representatives; Volunteers;
l Vendors; County of San Diego representatives; Account Executives
Qualifkations and Requirements:
l Relevant degree or a combination of directly related college course work and experience may be
substituted.
l Two to three years Information and Referral experience or extensive knowledge of health and social
services in San Diego County.
l One to three years experience working with volunteers.
l Must possess excellent customer relations’ skills.
l Demonstrated ability to work with various socio-economic groups, including people in crisis,
transition and homeless, in a face-to-face environment. F l Ability to multi-task in a hectic environment, with prompt attention to client’s needs.
l Bilingual English/Spanish or English/Vietnamese preferred.
l Must utilize own transportation for field-work (with expense reimbursement).
l Must be able to travel for out of town for conferences.
12/18/00
Attachment B
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Attachment C
C:TY OF CARLfBAD
CC)MMUNIT’f DEVELOPMENT BLOCK GRANT/HOME ?ROGRAM
FUNDING PROPOSAL APPLICATION
ZDOl-2002
me foilowina information must be campleSu +d bv etch personiagenc*//organizafion inferesied in
being considered for CD>BG/HOME iunding. All iniormation requeeied & be proviaec or the
appiicaiiory wiil be csnsiaered incompieie ana wiil nor be funher evaluated for funding
consideration. Please type or prinr C.,- i=mr(y. Attccn addiiionai sheets or informaiion as necessary.
The appiication mu5 not exceed a total of fifteen (151 pages. including the reauired
attacnmenrs as listed in the Checklist of Required Documents. Ten copies of the compieted
appiication package, inciuding attachments, must be submitted prior to December 22”d to
Prank Boenscn. Housing end Rede\Je!cpmenr Depcrimenf. 2965 Roosevelt Street, Carisbad. CA
92008.
ADMINISTRATING AGENC’f
Name of Agency: Communitv Resource Center
Address: 650 Second Street, Encinitas, CA 92024
Federal Tax ID Number: 95-3497926
PROPOSED PROGRAM/PROJECT
Title of Program/Project: am
Location of Program/Project: Encinitas, CA
Contact person: Donna MOnteqna, LCSW Te!ephone No.: (760 I 753-l 156
Requested Funding Amount: $ 25 .’ 000 _ 00
Brief Description of Program/Project (Desctibe the work to be performed, including the activities
to be undertaken or the services to be provided, the goals and objectives of the
program/project, etc.):
Funds from the City of Carlsbad will be used to support the COMMUNITY RESOURCE CENTER (CRC) Homeless Prevention/Intervention Program. The primary objective of this specialized program is the provision of services .- (in English and Spanish), which decrease the potential for homelessne.
amongst Carlsbad residents. Additional objectives include reducing hunger within the low/lower income population, meeting the basic needs of low income persons which results in the development of personal productivity and self-sufficiency, alleviating emotional and/or psycho- logical stress and trauma and decreasing the prevalence of metnal health problems experienced by Carlsbad residents. Specific program services include: 1. Distribution of food six (6) days per week; 2. Emergency assistance (transportation, clothing, gas voucher,
shelter placement, etc.);
3. Crisis intervention, counseling, emergency assessment, advocacy and placement;
4. Employment preparation assistance and job search and place-
ment assistnace;
5. Emergency shelter and Transitional Housing for battered women and children; fi Cnmmi7ni tv eiiilrati nn ;rnii nil+7-Qarh
City oi Ccrisbad
2001-2002 CXG/HCME Funding Appiicaiion
- Page 2
I. ORGANiZA-iIONAL ABILITY/CAPACITY
-
A.
6.
C.
D.
E.
F.
This agency is:
65 Non-profit
E Local pubiic agency
iI Other [Please specify.)
II For-profit
cl State public agency
What is the purpose/mission of the agency?
"TO promote a sense of community, healthy families and
responsible, capable individuals."
How long has this agency been in Operation? Please in&de the date of
incorporation?
Community Resource Center was incorporated in 1979 and
has continually served coastal north San Diego County.
How long has this agency been providing the proposed program/project?
Community Resource Center has over 20 eyars of experience providing professional services to women, children, the homeless,
the working poor, the unemyloxed, and/or substance abusers. Please submit an organrzatronal chart or t e agency as Attachment A.
Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment El but not in iieu of a Complete response.)
So as to ensure that the multiple needs of community members are met, one full-time Bilingual Caseworker is required. The current BC has more than 19 years of community service work with emphasis on the special needs of the immigrant population-
She is bicultural and bilingual, highly skilled in client assess- ment procedures, casework planning, and emergency assistant tech- niques. The BC will be superived by the Clinical Supervisor G. please in&de your OgenCy’S level of experience with the dDB&%%@ attachec
program.
CDBGIHOME proaram:
q No or little experience. up to 1 year of using CDBG/HOME funds. 0 Some experience, 2 to 3 years of using CDBG/HOME funds.
q Moderate experience. 4 to 5 years of using CDBG/HOME funds.
s Considerable experience. more than 5 years of using CDBG/HOME funds.
IWora:\APPLICXTlONI
Cliy oi Ccrisbad
2007 -2002 CDBG/HOME funding Appiicziion
Page 3
H. Ii VGU have received federal funas. in&ding CDBG/HOME funas. in previous
ve-= Y._. have program vioiaiion findings ever been ITIGCZ cgcinsi your
agencyiorganizaiion?
If yes. please exoiain nalure of finding(s) and how finding(s) has been addressed
by your organizaiion.
N.A.
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed buaget for the program/project, iiemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget.
B. Did you receive any of the following sources of funding from the City of Carlsbad
within the last two years (1999-2000 and 2000-2001) for the proposed
program/project?
Sources of Fundina No Yes
CDBG El lxl
Communiiy Activities (General Fund monies) cs 0
If yes. piease indicate amount and status of previousiy awarded tunas (fully
expended. funas remaining, program/project discontinued).
Amount Received Status
CDBG/HOME funds g 9 -0 0 $ 5,ooo.oo Fully Expended
00-01 6,OOO.OO Fully Expended by 12/00
Community Activities
Not Applicable
B. Did you receive any federal funds, including CDBG/HOME funding from other . . . CITleS. last year (Juiy 2000 - June 2001)?
D No 44 Yes (Please iist funds aeiow.]
Proaram Source
CDBG-Encinitas
Amount Received
s 12,000.00~
s
s
‘L. Will aaditional CDBG/HDME funds be reauired in future years io: the project?
El No a Yes
IWord:\APPLI=AT:3N)
Revnec: 10/3/00
CitvoiCcrlsbad
2001-2002 CDBG/HOME Funding Application
?age4
III. BENEFITS 8 BENEFiClARlES
A. HOW accessible or convenient is the proposed program/project to Cartsbad
residents? (Please be specific such as direct services to client’s home,
trcnsportation provided to and from facility, or relation to public transportation.)
The proposed project is very accessible from the city of Carlsbad. The Encinitas office is located two blocks
south of the main transit that serves the bus and Coaster directly to Carlsbad.
B. What is the approximate percentage of your clients that have annual family
incomes in each of the foilowing ranges: [Percentages should add to 100%;
Please see the 2001-2002 Income Limits for the CDBG/HOME Program)
% of clients are at 30 percent or below of the area median income go
% of clients are between 31 and 50 percent of the area median income 7
% of clients are between 51 and 80 percent of the area median income 3
% of clients are above 80 percent of the area median income
C. Please describe how low and moderate income persons will benefit from the
proposed program/project. Include the need or problem to be addressed in
relation to Consolidated Plan housing and community development priorities, as
well as the population to be served or the area to be benefited. (See
Consolidated Plan Priorities) The project will focus on prevention of hunger, homelessness
and unemployment in the North Coastal Community area by providing services which promote self-sufficiency, including but not limited to: emergency assistance, distribution of food commodities, clothing vouchers, shelter referrals, bus tokens, intake and assessment, crisis intervention, case management, food assistance, resume development, employment preparation, and job placement assistance.
D. Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Cartsbad residents.
5 0 0 Households or 10 0 Q Persons of which 50% are Cartsbad residents
E. Does your agency focus its activities on populations with special needs?
a No El Yes (Please specify)
Please specify which special needs populations. [Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers & day laborers. Elderly, Children, etc.)
Women and children, Latinos (inclusing farm workers and
day laborers), homeless, families, elderly citizens living
on fixed incomes, and the unemployed and/or underemployed.
(Word:\APPLlCATIONJ
Revised: 1013lOO
City of Carisbad
2001-2002 CDBG/HOME Funding Application
Page 5
I\/. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehabilitation, property acquisition, other construction related or new public/community service
program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above
information is true and correct to the best of my knowledge.
Signature
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination:
(Word:\APPLICATlON)
Revised: 10/3/W
City of Carlsbad
Community Development Block GrantMome Program
Funding Proposal Application
2001-2002
Communitv Resource Ceder Homeless Prevention/Intervention
Prowam
Attachments
Obiectives and Activities
1. Objective: To decrease the potential for homelessness amongst individuals
and families.
Activities: 1.
2.
3.
4.
5.
Provide employment preparation training, resume
development, job search and placement assistance.
Provide advocacy, referral and placement assistance for
temporary shelter.
Assist clients with locating, securing and maintaining
permanent affordable housing.
Supply emergency shelter and transitional housing services
to battered women and their children through the CRC
Libre program,
Coordinate emergency shelter placement for homeless
individuals and families through the Interfaith Shelter
Network and the Cold Weather Emergency Shelter
Program.
2. Objective: To reduce hunger within the low/lower income population of
coastal North San Diego County.
Activities: 1.
2.
3.
4.
5.
6.
Supply emergency food through the CRC Food Pantry 5
days per week.
Provide bread and other foodstut% through the CRC Bread
Room 6 days per week.
Offer food assistance referrals to those in need.
Administer USDA Commodities program once per month
at three locations in G&bad, Encinitas and Solana Beach.
Provide a wide variety of perishable and non-perishable
food items to 450-600 families during the CRC annual
Holiday Basket Program each December.
Provide infant formula, baby and toddler food to low and
lower income families with infants and children ages O-3.
1
3. Objective: To provide emergency assistance, which contributes to the
meeting the basic needs of low income persons and results in
the development of personal productivity, self-improvement
and individual self-sufficiency.
Activities: 1.
2.
3.
4.
5.
Distribute free or low cost clothing t?om CRC’s six Thrift
Stores located in Carlsbad, Oceanside, Leucadia, Encinitas
and Solana Beach.
Supply bus tokens for employment and/or medical
appointments.
Supply gas vouchers for employment and/or medical
appointments.
Provide employment preparation assistance, resume .
development and job search and placement assistance.
Provide emergency shelter for the homeless through the
Interfaith Shelter Network and/or the Cold Weather
Emergency Shelter Program.
4. Objective: To link clients with needed services and programs.
Activities: 1.
2.
3.
4.
5.
Offer bilingual information and referral services for health
care, employment, permanent housing and public assistance
as needed.
Register eligible low and lower income families for
“Healthy Families/Low Cost Medi-Cal” program.
Provide systems advocacy and support services which
increase the individual’s likelihood of gaining self-
sticiency.
Locate, refer and advocate for client access to emergency
and transitional housing programs for the homeless
population.
Identti needed resources and advocate for client access.
5. Objective: Promote healthy and safe living environments.
Activities: 1.
2.
3.
4.
5.
Provide intake for clients seeking refuge at the CRC
domestic violence emergency shelter.
Assess and refer clients for CRC long-term transitional
housing program for battered women and children.
Provide community education and outreach focusing on
homelessness, mental health issues and domestic violence.
Train and supervise volunteer and intern staff.
Provide a 24-hour domestic violence hotline for the region.
6. Objective: To alleviate emotional and/or psychological stress/trauma and
decrease the incidence of mental health problems experienced
by clients.
Activities: 1.
2.
3.
4.
Provide crisis/suicide intervention services.
Assist with problem resolution through case management
services.
Render individual, couples, and family, group counseling,
and support services.
Provide treatment services focused on substance abuse
prevention and treatment.
Program Evaluation
The evaluation component of the Homeless Prevention/Intervention Program includes
the following:
1. Before receiving ongoing case management or counseling/substance abuse
treatment services, each client is assessed, using a structured psychosocial
interview process. The purpose of the assessment is to comprehensively evaluate
his or her mental status and psychosocial needs. The caseworker/counselor
develops treatment/service goals with the client in response to identified
problems, strengths and needs. The assigned service provider monitor each
client’s progress as related to the established treatment plan/goals, modifying the
service plan as necessary, e.g., replacing goals which the client has achieved with
new goals, as indicated and appropriate.
2. At termination, the caseworker and/or counselor completes an exit interview with
the client. The purpose of the exit interview is to evaluate progress made by the
client in response to the treatment/service plan and the case management and/or
counseling services received.
3. Additionally, casework and mental health services are evaluated, in part, based on
client progress towards achieving established treatment goals, mental health status
at time of termination and overall satisfaction with services provided by CRC.
All clients are asked to complete a simple questionnaire focused on
responsiveness and courteousness of staff, usefulness of referrals provided,
promptness in having telephone calls returned, availability of appointment times,
explanation of policies, assistance with the development of goals, and helpfulness
of caseworker and/or counselor’s intervention. Client satisfaction information is
one piece of CRC’s utilization review and quality control strategy.
4. Additionally, services are evaluated based on recidivism rates, i.e., whether the
client is returning within a &month period for the same previously identified need
pertaining to homelessness, shelter referral, alcohol or drug addiction, emergency
assistance, mental illness or employment assistance.
3
Outcomes anticipated as a result of the Homeless Prevention/Intervention Program
include, but are not limited to, the following:
1.
2.
3.
4.
5.
6.
7.
Of clients presenting for emergency assistance (shelter, suicidal ideation, food,
clothing, substance abuse, mental illness and transportation) a minhnum of 50%
of all clients will participate in a comprehensive psychosocial assessment process,
which will facilitate client understanding of the underlying causes for their
immediate need along with an established plan to gain self-sufficiency, mental
health, safety, permanent housing, etc.
25% percent of clients assessed as needing to find and/or improve their
employment situation will secure employment.
A minimum of 50 percent of all clients assessed, who are identified as in need of
mental health and/or substance abuse treatment or prevention services, will .
actively participate in case management and/or psychological counseling services.
At least 30 percent of clients identified as needing to improve his or her financial
situation will develop and manage a budget and develop alternatives to increasing
their level of debt. Many of these individuals may also achieve an additional
positive outcome of finding and securing alternatives to dependency on public
assistance, and decreasing their debt
Approximately 40 percent of all clients requiring emergency and/or long-term
shelter will be placed in such and 25% of this group will obtain permanent
housing.
All clients needing assistance with food and/or clothing will receive support from
CRC that enables them to plan meals and have sufficient clothing to meet his or
her family’s immediate needs.
A minimum of 40% percent of clients needing assistance with transportation will
have access to transportation for medical and/or employment appointments.
I
iii $!rb 8 c .o iii -=z.s- Ei ;i 00-O ii.- >30’ $3 5iQ ga d (3
z G .“$ g 2t-a 3%
$5 ii Ez
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8
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I-
ATTACHMENT C
-
Social Services
Program Budget
For Fiscal Year 2001-2002
Revenue:
Client Fees 1,050
CDBG-Carlsbad 25,000
Community Support/Foundation 10,000
Total Revenue 36,050 .
Expenses
Client Assistance
Salaries & Benefits
Utilities
Telephone
Bldg. Repairs & Maintenance
Equipment Upgrade
Equipment Purchase
Equipment Rental
Office Expense
Volunteer Recognition
Advertising
Special Event
Total Expenses
4,500
62,166
2,875
3,832
2,755
2,150
2,500
1,740
2,850
1,350
425
8,750
95,893
Deficit 59,843
NOTE: This budget does not include donated goods distributed to
residents such as bread, vegetables, canned goods, diapers, baby
formula and clothing which are estimated to be worh $ 25,500.
,-
. ’ L
c CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each person/ogency/orgonizotion interested in
being considered for CDBG/HOME funding. All information requested must be provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please type or print clearly. Attach additional sheets or information OS necessary.
The application must not exceed o total of fifteen (15) pages, including the required
attachments as listed in the Checklist of Required Documents. Ten copies of the completed
application .pockage, including attachments, must be submitted prior to December 22nd to
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Corlsbad, CA
92008.
ADMINISTRATING AGENCY
Name of Agency: North County Lifeline (Lifeline Community Services)
Address: 200 Michigan Avenue
Federal Tax ID Number: 95-2794253
PROPOSED PROGRAM/PROJECT
Title of Program/Project: Lifeline General Services
Location of Program/Project: 200 Michigan Avenue, Vista, CA 92084 & 707 Mission Ave.
Oceanside, CA 92054
Contact Person: Shirley J. Cole Telephone No.1 j 760 ) 726-4900 X 243
Requested Funding Amount: $ 19 t 510
Brief Description of Program/Project (Describe the work to be performed, including the activities
to be undertaken or the services to be provided, the goals and objectives of the
P rogram/project, etc.): Lifeline's services are consistent with the overall Lifeline
ph losophy, to give clients the resources to become independent and to be a positive
assest to the community. Clients are provided with individualized case management
designed to instil1 in each person the ability to meet their own needs. This type
of approach has long-lasting effects, as clients are able to continue using their
skills in the absence of continued social services. Although this methodology takes
more time than if a staff was to choose client options and "handhold" towards the
g-1, this method guarantees long-lasting effects.
Lifeline's general services will assist 672 individuals and families to achieve
self-sufficiency by assisting with the move from crisis or at-risk to becoming
stable and self-sufficient. Specific services include:
-case management, on site and through home visits.
-individual and family counseling
-assistance with crisis intervention, food, prescriptions, clothing, transportation
-career guidance and employment placement
c
-mediation and legal services
-youth development services, such as at Valley Middle School Club Vikings
-provide ancillary services and referrals to augment clients' needs.
r .
Cify of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 2
1. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
a Non-profit ci For-profit
0 Local public agency cl State public agency
ci Other (Please specify.)
B. What is the purpose/mission of the agency?
North County Lifeline is dedicated to enhancing the positive quality
of individual, family and community life. To this end, Lifeline
assists clients to develop their own skills and resources to become
more self-sufficient and less dependent on public aid.
C. How long has this agency been in operation? Please include the date of
incorporation?
Lifeline was created in 1969 and formally incorporated in 1970.
Lifeline's Coastal Office was established in Oceanside in 1988.
D. How long has this agency been providing the proposed program/project? Lifeline has been providing human services since 1969, starting
with one service and growing to more than 40.
E. Please submit an organizational chart for the agency as Attachment A. SEE ATTACHMENT A
F. Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment B but not in lieu of a complete response.)
Pam Trunell is the director of social services, Ann Friedman is
the Director of Counseling, and Deborah Martinez-Shriver is the
Director of Mental Health Services. Please see attached resumes,
attachment B.
G. Please indicate your agency’s level of experience with the CDBG/HOME
program.
CDBG/HOME aroclram:
Cl No or little experience, up to 1 year of using CDBG/HOME funds.
Cl Some experience, 2 to 3 years of using CDBG/HOME funds.
I3 Moderate experience, 4 to 5 years of using CDBG/HOME funds.
El Considerable experience, more than 5 years of using CDBG/HOME funds.
(Word:\APPLICATION)
Revised: 10/3/W
c
City of Carlsbad
2001-2002 CDBGIHOME Funding Application
Page 3
-.
H. If you have received federal funds, including CDBG/HOME funds, in previous
years, have program violation findings ever been made against your
ogency/organization?
Gl No Cl Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
n/a
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project; itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget.
c
B. Did you receive any of the following sources of funding from the City of Carlsbad
within the last two years (1999-2000 and 2Or30-2001) for the proposed
program/project?
Sources of Fundinq No Yes
CDBG 0 El
Community Activities (General Fund monies) El 0
1999-2000 $38,500 Facilities $7000 Housing 2000-2001 $24,526 Facilitie
If yes, please indicate amount and status of previously awarded funds (fully$7000
expended, funds remaining, program/project discontinued). HOME
’ CDBG/HOME funds
Community Activities
Amount Received Status
$7000 Will be fully dispersed
'by June of 2001
N/A
B. Did you receive ony federal funds, including CDBG/HOME funding from other
cities, lost yeor (July 2000 - June 2001)?
0 No ?s Yes (Piease list funds below.)
Proarom Source Amount Received
City of Poway $36,737 County of SD $50,000
City of De1 Mar $22,580 City of Carlsbad 7,000
City of Vista $24,301 City of Carlsbad 24,526
City of Oceanside 7,500 County of SD $50,000
C. Will additional CDCG/HOME funds be required in future yez:s for the project?
Cl No m Yes
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 4
c
Ill. BENEFITS & BENEFICIARIES
A. l-low accessible or convenient is the proposed program/project to C&bad
residents? (Please be specific such as direct services to client’s home,
transportation provided to and from facility, or relation to public transportation.)
Lifeline's Vista and Oceanside offices are easily accessible through
the use of private and public transportation. Lifeline's facilities
accommodate persons with disabilities. Bus tickets are given to
persons needing to get to either of Lifeline's facilities.
B. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%;
Please see the 2001-2002 income Limits for the CDBG/HOME Program)
% of clients are at 30 percent or below of the area median income I!‘;
% of clients are between 31 and 50 percent of the area median income 3~
% of clients are between 51 and 80 percent of the area median income in
% of clients are above 80 percent of the area median income c,
C. Please describe how low and moderate income persons will benefit from the
proposed program/project. Include the need or problem to be addressed in
relation to Consolidated Plan housing and community development priorities, as
well as the population to be served or the area to be benefited. (See
Consolidated Plan Priorities)
Lifeline's services benefit low and moderate income persons by providing
services through a case management process. Counseling, social services
and mental health services assist persons with necessary assistance to
reach and maintain self-sufficiency. These basic services also provide a referral base for referring to other necessary services, many also
provided at Lifeline and others provided in the community.
Specific Services Include:
-case management -individual and family counseling -assistance with crisis intervention -youth development services, such as
-career guidance and employment placement at Valley Middle School Club Vikings.
-mediation and legal services -ancillary services and referrals.
D. Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents.
4500 Households or 9600 Persons of which 7% are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
El No 8 Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers & day laborers, Elderly, Children, etc.)
Low-income individuals and families; homeless or near-homeless;
persons with disabilities; seniors; Spanish speaking residents.
(Word:\APPLICATION)
Revised: 10/3/00
City of Carisbad
2001-2002 CDBG/HOME Funding Application
Page 5
IV. IMPLEMENTATION OF ACTIVITY
A. Please submit Q schedule for implementation of the proposed construction,
rehabilitation, property acquisition, other construction related or new public/community service
program/project OS Attachment D. The agency must ensure the expenditure of all CDBG/HOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above
information is true and correct to the best of my knowledge.
Executive Director December 15, 2000
Title Date
Date Received:
Date Reviewed:
Stuff Person Completing Review:
National Objective:
Local Objective:
c . . . . Eilglblllty Determination:
(Word:\APPLICATION]
Revised: 10/3/00
3 a sz -24 g$
z’3 t= .- Pa
I- -I
-r
r. go uo x.2 .s .9 E-J
I.2
-I-
I c- Deborah Martine5Shriver
345 Encino Drive
Vista, CA 92083
(760) 940-94 15
Over fifteen years of professional and educational experience in social services and
community outreach.
c
. . arnace. Faw. and Child Counselor
License # MFC33 12 1 April 1996
NATIONAL UNIVERSITY - San Diego, CA
Masters of Arts Degree in Counseling Psychology
June 1988
SAN DIEGO STATE UNIVERSITY - San Diego, CA
. Bachelor of Arts Degree in Recreation Administration, emphasis in
Therapy.
May 1984
Lifel’ e CCo m ui * e
Director of Social Services: Responsible for assuring that the quality, effectiveness, and agency
purpose is carried out in the service and activities of the social service components. Provide
leadership, staff supervision, hiring, training, and orientation, supervision and feedback on client
work. Conduct component meetings, serve as a liaison with other organitations and funding
sources, and participate in direct services as needed. Oversee various administrative activities to
include financial matters, record keeping, safety, and quality assurance.
As Director of Social Services, my duties include supervising the Family Self-Sufficiency
Supervisor, reviewing semi-annual, annual, and other statistical data related to the program.
Assist in the 35hour Social Services Case Management training provided for all new Social
Service staff. Generate hotels and motels for both the FEMA and County Cold Weather Sheltkr
voucher programs, along with tasks for various other Emergency Assistance programs.
Provide program development, coordination, and supervision for the CENTRO program,
a case managed transitional housing program for 24 previously homeless families.
Provide supervision and quality assurance for the Dispute Resolution program, Future
Links, Wings, Shared Housing, Tutoring program, and Critical Hours After School programs.
Presently, I am the chair of the Emergency Resource Group (ERG) and sit on the Federal
Emergency Management Agency (FEMA) Board of Directors. I am one of only three trainers for
the ERG/EFSP (Emergency Food and Shelter Program) Case Management Standards training, a
mandated training for all San Diego program providers participating in FEMA funded programs.
Private Practice - Aclontion and Infcrtilitv Counseline 1996 -present
Counseling infertile couples, prospective adoptive couples, adoptees, and birth parents.
.Svstems. Mental Health 5 - Awust 1997
Employment Services (ES) - Program Coordinator 199.5 - present
. .
t-
As Program Coordinator for ES I was responsible for the overall operations of the program,
providing vodational rehabilitation, and social and academiCsupport services to individuals with
psychiatric disabilities. Other duties and services provided were conducting individual and group
orientations, interviewing participants to assess employability and identify barriers to
employment, teaching vocational classes, providing individual vocational counskling,
maintaining and documenting case records, conducting job club and job retention skills,
providing job development and job coaching, working with the Department of Rehabilitation, and
consulting and maintaining liaisons with clinical treatment facilities and community employers.
Knowledge in basic Law and Ethics, work incentives for the disabled on Social Security, ADA
issues, Job Developing, public speaking, and San Diego County Mental Health organizations,
functions, and services were mandatory requirements.
Pegasus West (PW) -Program Coordinator 1992 - 1995
Pegasus North (PN) - Program Coordinator 1989 - 1990
Pegasus West (PW) - Program Coordinator 1985 - 1989
** Pegasus programs provide Day Treatment, Vocational Rehabilitation, and Drug and Alcohol
services to chronically mentally ill adults.
The Program Coordinator responsibilities included complete oversight of a psychiatric day
treatment program for long-term mentally ill adults. In addition to management duties, I also
served as part of the overall treatment team providing individual, family, and group counseling
services. Completed psychosocial histories and assessments, maintained case files and document
mandated and statistical reports, provided financial counseling, family education, treatment
* planning, goal setting, and crisis interventions. Responsible for referring clients to specialized
community resources as needed and meeting all discharge planning and placement needs.
Minimum requirements needed were Master of Art in Social Work or related field, license in
Healing Arts field, thorough knowledge of the Psychosocial Rehabilitation Model, experience in
individual and group therapy, a detailed understanding of cognitive and behavioral therapy techniques, strong crisis intervention skills, and demonstrated knowledge in the ability to plan,
prioritite, budget, control, and evaluate at a level sufficient to ensure the efficiency, effectiveness,
and success of the program.
Mere v_Hosnital-
Activity Therapist: Responsibilities included planning and conducting a comprehensive program
of therapeutic recreational activities for psychiatric patients, adolescents, adults and seniors, open
and locked unit.
l :* (1998 - present) Member of California Association of Marriage, Family, and Child
Counselors
5* San Diego Chapter - Clinical Member.
l Z* (1996 -Present) Member of ERG (Emergency Resource Group).
f* (1998 -Present) Member of the Board of Directors for FEMA/EFSP. Federal
Emergency Management Agency for Food and Shelter programs for the County of San Diego.
f* (1986 - 1996) Member of the Board of Directors for SIT (Schizophrenics in Transition)
nnd Copper Hill Independent Living and Learning Centcr.
I* (1986 - 1996) Member of California Alliance for the Mentally IN, north Coastal
Chapter.
f* (1995 - 1997) Member of C-BEST, California Building Employment Services Team.
. . . .._ : . //q--&aQ
c-
- Ann Fn’edman, MEd., MA, MFCC, If0 Escondido Ad.
Ste. 2088, Vista, CA 92084
Experience
1995 - Present Lifeline Community Services, 200 Jefferson St. Vista, CA 92084
Director of Counseling:
Responsible for the recruitment, training, and supervisibn of
counseling interns
Responsible for the establishment and monitoring of county,
federal and United Way programs including accountability for
statistics gathering, the creation and stting of programs, and the supervision of program staff
Responsible for the supervision of counseling staff
Responsible for clinical work as needed, including group
counseling for parents of youth offenders, intake, crisis
intervention, and individual counseling as needed
Contracts overseen include:
Cedar Road Counseling: Transitional housing; the primary group
served is women exiting shelters who have experienced domestic
violence as well as substance abuse and child abuse
Family Development Counseling: Work with clients struggling
for self sufficiency; a wide range of issues including chemical dependency, abuse past and present, domestic violence
Juvenile Diversion: Working with at risk youth and their families
with a range of family issues including domestic violence, teen
assault, gang involvement, child abuse, and chemical dependency
Outreach Parenting: working with parents at risk for abusing
. children; this involves psychosocial education and referrals
1990 - Present Private Counseling Practices
Clinical interventions with individuals, families, couples and
children. Clients come with a wide range of issues, including
relapse prevention, domestic violence, dysfUnctiona family
dynamics, sexual assault and molest, child abuse, grief and loss,
. and relationship issues
1988 - 1990 Palomar College Internship, counseling of individual, couples and
families.
c
.. ’ - -8 . ‘( - c
i
Education
1990 Masters of Arts in Counseling, Professional School for
Psychological Studies, San Diego, California
1975 Masters of Arts in Education, Reading Specialty
Loyola Marymount University, Los Angeles, California
1972 BA in English and Sociology, State University of New York at
Albany, Albany, New York
Workshops and Trainings
1997 Duluth Training: Educational Croups for Men Who Batter
Palomar Family Counseling
1997 Mediation and Conflict Resolution: A certification program in
mediation
1998 Inservice training in expressive arts therapy
c
1998 Inservice training in self inflicted violence
1998 The mind -body connection: a workshop training
1998 EMDR - Level I training for brief therapy for PTSD
1999 SASS1 level I training for the administration of SASS1 III
1996 Visualization for change, a week-end workshop
License
Marriage, Family Child Counselor, September 2, 1992 - MFC29892
Professional Afflrliations
California Association of Marriage and Family Therapists
The Adlerian Society of North San Diego County
Related Experience
r 15 years as and educator, working with all levels including preschool, elementary, high
school and adult populations
. . .
‘t c CARLSBAD
Attachment “C”
Proposed Budget
ITEM CDBG OTHER OTHER TOTAL
AMOUNT AMOUNT SOURCE AMOUNT
Personnel
.07 FTE Director
of Social Services
. 10 FTE Family
Development
Supervisor
.6 FTE Case
Manager
4 Fringe Benefits
Taxes
Personnel
Subtotal
Non-Personnel
Mileage
Telephone
Office Supplies
Postage/Printing
Rent
Clerical
Insurance
Client Assistance
Non-Personnel
TOTAL
$2,000 $2,000
$2,600 $2,600
$9,900 $4,900
$2,980
$17,480
$1,560
$11,060
$330
$420
$900
$200
$1,600
$2,400
$400
$5,000
$2,050 $9,200
$19,530 $20,260
United
Way
$4,000
United
Way
$5,200
County
Funds
$14,800
County
Funds
$4,540
$28,540
$330
$420
General Funds $900
$200
$1,600
$2,400
$400
Fundraisers $5,000
$11,250
$39,790
All funds requested go toward the direct services of Carlsbad residents. There are no
Administrative expenses charged to this project.
-‘
CITY OF CARLSBAD
COMMUNfTY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. All information requested QL& be provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
The application must not exceed a total of fifteen (15) pages, including the required
attachments OS listed in the Checklist of Required Documents. Ten copies of the completed
application package, including attachments, must be submitted prior to December 22nd to
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA
92008.
ADMINISTRATING AGENCY
Name of Agency: j t ount ieie ommunit Services
Address: 200 ichigan venue
Federal Tax ID Number: 95-2794253
PROPOSED PROGRAM/PROJECT
Title of Program/Project: Lifeline Housinp Services
LOCOtiOnofPrOgram/PrOjeCt: 200 Michigan Ave. Vista, CA 92084 & 707 Mission Ave.
Oceanside, CA 92054
Contact Person: Shirley J. Cole
Reque Funding Amount: $ 12,014
Telephone No.: 1 760 1 726-4900 x 243
Brief Description of Program/Project (Describe the work to be performed, including the activities
to be undertaken or the services to be provided, the goals and objectives of the
PWWJm/Pdecf, etc.): North County Lifeline supports a comprehensive Housing Services
Program, to handle numerous requests from clients with housing needs or problems. The
North County population continues to grow as housing costs continue to rise. There is
an even larger demand for low-cost housing alternatives than previously. The need to
find low-cost housing alternatives for persons falling into the low income level and
for persons on fixed incomes is more critical than ever. In addition, many landlords
and tenants are unaware of California laws regarding their rights and responsibilitie:
Through proper mediation, Lifeline has been able to help many clients avoid costly ant
time-consuming court cases and to establish positive relationships between landlords
and tenants.
Based on Lifeline's philosophy of helping persons to obtain and maintain self-sufficic
lives, the comprehensive Housing Services program'helps clients to develop their own
resources and skills rather than continuing to depend on government support such as
Section 8 housing subsidies. Lifeline's programs are designed to help individuals
make positive strides to become both independent and productive members of society.
Lifeline is proposing to provide Housing Services to 250 low-income individuals
and families residing in Carlsbad. The proposal provides for a one-half full time
equivalent staff member dedicated to serving the City of Carlsbad. SANDAG has
approved using the number of low-income shared housing participants as counting
toward the City's goal of low-cost housing under the City's Housing Element of
the General Plan. This is an added benefit to any city that is struggling to make
their low-income housing numbers.
Cify of Carltbad
2001-2002 CDBG/HOME Funding Application
Page 2
I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
I3 Non-profit q For-profit
q Local public agency q State public agency
q Other (Please specify.)
B. What is the purpose/mission of the agency? North County Lifeline is dedicated to enhancing the positive quality
of individual, family and community life. To this end, Lifeline assists clients to develop their own skills and resources to become
more self-sufficient and less dependent on public aid.
C. How long has this agency been in operation? Please include the date of
incorporation? Lifeline was created in 1969 and formally incorporated in 1970.
Lifeline's Coastal Office was established in Oceanside in 1988.
D. How long has this agency been providin 9 the proposed program/ Lifeline has been providing hous ng services since 19 Fs reject? 4 with
the implementation of a County contract for Shared Housing.
Since that time, other housing components have been developed
E. ease submit an or anizational chart for the agency as Attachment A. and expanded* SEE ATTACHMENT 2
F. Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment B but not in lieu of a complete response.)
Nancy Faunce is the Supervisor of Housing Services and will be
responsible for the proposed project and its staff. She reports
to Pam Trunell, the Director of Social Services. Pam reports to
Shirley Cole, the Executive Director. The resumes of Nancy Faunce
and Pam Trunell are submitted as Attachment B.
G. Please indicate your agency’s level of experience with the CDBG/HOME
program.
CDBG/HOME Droaram:
cl No or little experience, up to 1 year of using CDBG/HOME funds.
q Some experience, 2 to 3 years of using CDBG/HOME funds.
q Moderate experience, 4 to 5 years of using CDBG/HOME funds.
El Considerable experience, more than 5 years of using CDBG/HOME funds.
(Word:\APPLICATION)
Revised: 1 O/3/00
-
City of Carlsbad
20dl-2002 CDBGIHOME Funding Application
Page 3
H. If you have received federal funds, including CDBG/HOME funds, in previous
years, have program violation findings ever been made against your
agency/organization?
I3 No 0 Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
n/a
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/projlct, itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget.
.-
B. Did you receive any of the following sources of funding from the City of Carlsbad
within the last two years (1999-2000 and 2000-2001) for the proposed
program/project?
Sources No Yes
CDBG q a
Community Activities (General Fund monies) El
1999-2000 $38,500 Facilities $7000 Housing 2000-2001 $24,526 Facilitie
If yes, please indicate amount and status of previously awarded funds (fully$7000
expended, funds remaining, program/project discontinued). HOME
CDBG/HOME funds
Community Activities
Amount Received status
$7000 Will be fully dispersed
by June of 2001
N/A
8. Did you receive any federal funds, including CDBG/HOME funding from other
cities, last year (July 2000 - June 2001)?
0 No a Yes (Please list funds below.)
Proaram Source Amount Received
City of Poway $36,737 County of SD $50,000
City of De1 Mar $22,580 City of Carlsbad 7,000
City of Vista $24,301 City of Carlsbad 24,526
City of Oceanside 7,500 County of SD $50,000
c. Will udditional CDDG/HOI/IE funds be required in future YSTS for the project?
q No 33 Yes
(Vlord.\P.??LIChllON)
Revised: 10/3/00
-’
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 4
III. BENEFITS 8, BENEFICIARIES
A How accessible or convenient is the proposed program/project to Carlsbad
residents? (Please be specific such as direct services to client’s home,
transportation provided to and from facility. or relation to public transportation.)
Lifeline's Vista and Oceanside offices are easily accessible through the use
of private and public transportation.
with disabilities. Lifeline's facilities accommodate person: Bus tickets are given to persons needing transportation to
a Lifeline facility. Home visits are conducted as needed in Carlsbad.
B. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%;
Please see the 2001-2002 Income Limits for the CDBG/HOME Program)
45 % of clients are at 30 percent or below of the area median income
% of clients are between 31 and 50 percent of the area median income 30
20 % of clients are between 51 and 80 percent of the area median income
% of clients are above 80 percent of the area median income 5
C. Please describe how low and moderate income persons will benefit from the
proposed program/project. Include the need or problem to be addressed in
relation to Consolidated Plan housing and community development priorities, as
well as the population to be served or the area to be benefited. (See
Consolidated Plan Priorities)
Lifeline's Housing Services program would benefit low and moderate income
persons by providing services through a case management process to: prevent
homelessness; provide affordable housing to low-income households; aid in the
prevention and elimination of slums or blight; assists seniors who need
services such as cooking and cleaning to remain in homes as long as possible;
increase security and affordable housing for seniors; provide education for
landlords and tenants; and provide access to legal advice regarding housing
issues.
D. Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Corlsbad residents.
1500 Households or 4800 Persons of which 7% are Corlsbad residents
E. Does your agency focus its activities on populations with special needs?
Cl No T3 Yes (Pleose specify)
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers R day loborers, Elderiy, Children, etc.)
Low-income; homeless; seniors; persons with disabilities; youth; single
parents; Spanish speaking residents.
(Word:\APPLICATION)
Revised: 10/3/W
-
Cc
City of Carlsbad
2001-2002 CDBGIHOME Funding Application
Page 5
IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehabilitation, property acquisition, other construction related or new public/community service
program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above
information is true and correct to the best of my knowledge.
Executive Director December 15, 2000
Title Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
. . . . Ellglblllty Determination:
(Word:\APPLICAJION)
Revised: 10/3/OrJ
-
8 2
2 d -
lz ge vo x.2 z .$! E-1 d
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.
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-
EDUCATION
PAMELA J. THOMPSON-TRUNELL
3762 Costa Del Rey
Oceanside, California 92056
(619) 9454165
Masters degree in Social Work from San Diego State University, San Diego,
California (1987) - Emphasis in Mental Health.
Bachelor of Arts degree in Social Work from Delaware State College, Dover,
Delaware (1982).
-
EXPERIENCE Julv 1988 to Present
Lifeline Community Services, Vista, California
A non-profit human services agency providing a wide variety of services to North
San Diego County. Director of Social Services - Responsible for assuring that the quality,
effectiveness and agency purpose is carried out in the service and
activities of the Social Service component. Supervision of staff, hiring, training and orientation, supervision and feedback on client work.
Conduct component meetings, serve as a liaison with other
organizations and participate in direct service as needed. Establish
client evaluation process based on contract standards. Work with
funding sources to ensure contract compliance. Develop and implement
social service programs related to counseling, housing, and legal services.
April 1985 to Jutv 1988
Vista Hill / Community Research Foundation, San Diego, California
A private non-profit organization dedicated to rehabilitation and treatment of mentally disordered adults (via residential programs). The goal is to
assist the resident in attaining the most independent lifestyle possible.
Program Director - Competent in providing overall administration of the agency’s
operation including contract compliance, program development,
budgetary and financial matters, personnel decisions, quality control
procedures, staff supervision (11 counselors), daily programming, client
care (14 clients), and, acting as a liaison to County Mental Health and
other bodies concerned with contract compliance and patient tracking.
Program Coordinator - Efficient preparation of statistical reports and record-
keeping, training and orientation of new staff members, coordination of
daily programming, client screening, assessment, intake and discharge
interviews, data gathering.
Counselor - Useful in opening and organization of 3 residential treatment
facilities. Ongoing responsibilities include screening clients for
admission, facilitation of psychosocial groups, assessment of client needs, devise and implement treatment plans, record-keeping,
information and referral, discharge planning and follow-up.
Attachment 4 - Resume of Pamela Trunell, Director of Social Services - Page 1
C.H.I.L.D. Inc. - Wilmington, Delaware A private non-profit organization committed to advocating for abusedl and
neglected women and children. Services also include individual and group counseling, parent training, and provision of emergency shelters.
Counse/or/Advocate Coordinator - Competent in providing technical guidance,
counsel and advice for staff of six, assisting in problem analysis, needs
assessment and goal setting. Individual and family counseling, heavy
case load through physicians, attorneys - ensuring advocacy of clients’
needs and appropriate progress through social service/criminal justice
systems. Gathering evidence, obtaining records, implementing client
support. Care handling of complex administrative, organizational,
coordinative responsibilities. Resident Counselor - Effective in crisis intervention, counseling and supervision
of battered women, intake assessment and discharge interviews.
Offering empathetic, constructive responses to calls on 24-hour hotline, making appropriate referrals, recommendations.
Youth Aide - Provided supervision and activity direction of abused and neglected
children assigned to residential emergency shelter, the administrative
details related to intake/discharge, needs assessment and reports.
Attachment-4 - Resume of Pamela Trunell, Director of Social Setvices - Page 2
-
CARLSBAD
ATTACHMENT “C”
CDBG 2001-2002
LIFELINE CARLSBAD
FUNDS CDBG FUNDS
PERSONNEL
EXPENSES
Housing Specialist $16,200 $5,400
@ $1,80O/month
Housing
Supervisor
@lO%
$3,200 County $3,200
Clerical/Fiscal
support
$2,500 $2,500
Taxes/Fringe
Benefits@ 18%
Personnel
Subtotal
$3,942 $1,422
$25,842 $9,322
NON-PERSONNEL
EXPENSES
Transportation expenses
To include bus tickets for
Clients and staff mileage
($60 x 12 mos.)
Supplies/Forms $1,800
Copies/Postage
$223 mo x 12 mos.
Telephone/Facility $1,440
Maintenance
$120 mo x 12 mos
OTHER TOTAL
SOURCES
County $21,600
United
Way
$5,000
County $5,364
$35,164
720 720
Insurance/Audit
Misc.
$1,000
-
Indirect @ 10%
Non-personnel
Subtotal
TOTAL
$3,008 $1,092
$7,248 $2,692
$33,090 $12,014
880 United
Way
$2,680
United
Way
$1,440
United
Way
$1,000
$4,100
$9,940
$45,104
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. All information requested & be provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
The application must not exceed a total of fifteen (15) pages, including the required
attachments as listed in the Checklist of Required Documents. Ten copies of the completed
application package, including attachments, must be submitted prior to December 22nd to
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA
92008.
ADMINISTRATING AGENCY
Name of Agency: From the Inside Out
Address: 1225 East Vista Way, Vista, CA 92084
Federal Tax ID Nonher: ._ ._ -. _._ _. 31-07! (!254 _ _. _ . ..--_---- ___ - _-_
PROPOSED PROGRAM/PROJECT
Title of Program/Project: Proiect Choice (Convicts Reaching out to People) -
Location of Program/Project: R. J. Donovan Prison
Contact Person: Priscilla Alvarez Telephone No.: [ 760) 639-4453
Requested Funding Amount: $ 12,000
Brief Description of Program/Project (Describe the work to be performed, including the activities
to be undertaken or the services to be provided, the goals and objectives of the
program/project, etc.):
See Attachment
,-
City of Carlsbad
2001-2002 CDBGIHOME Funding Application
Page 2
P I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
X Non-profit n For-profit
0 Local public agency 0 State public agency
0 Other (Please specify.)
B. What is the purpose/mission of the agency?
Franz The lrrsirle Girt offers programs to youth, supported by family and
community, which challenge them to assess their direction in life, motivate them
to develop personal integrity, and help them become positive role models and
productive members in society.
C. How long has this agency been in operation? Please include the date of
incorporation?
FTIO incorporated in March, 1996, but has provided San Diego County children
and their families delinquency prevention services since 1994.
D. How long has this agency been providing the proposed program/project’?
Project Choice is the first program offered by FT10 and has continued since 1994
in San Diego. In August, 2000 FT10 replicated this project at California State
Prison, Solano.
7
E. Please submit an organizational chart for the agency as Attachment A.
F.
G.
Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment B but not in lieu of a complete response.)
Prisciffu G. Afvnrez: Ms Alvarez is the founder of FT10 and has served the
community in this capacity for the past six years. She has made Project Choice a
unique and exceptional program for juvenile delinquency prevention since its
exception (please see resume).
Melissn Huefer: Ms. Hoefer began as a volunteer and provided general support
for the past three years. She is now employed as grants writer.
Shelli Dorrglnss: Ms. Douglass has provided grants writing and program
evaluation since August, 1999. She is a Master of Arts in Sociological Practice at
California State University San Marcos (please see resume).
Ben Wiggins: Mr. Wiggins possesses many degrees in business and financial
management. He works as a Non-profit management consultant.
Please indicate your agency’s level of experience with the CDBG/HOME
program.
CDBG/HOME proaram:
X No or little experience, up to 1 year of using CDBG/HOME funds.
Cl Some experience, 2 to 3 years of using CDBG/HOME funds.
cl Moderate experience, 4 to 5 years of using CDBG/HOME funds.
cl Considerable experience, more than 5 years of using CDBG/HOME funds.
H. If you have received federal funds, including CDBG/HOME funds, in previous
years, have program violation findings ever been made against your
agency/organization? X No q Yes
(Word:\APPLICATION)
Revised: 12/21/00
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 3
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organiza tion.
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget.
B. Did you receive any of the following sources of funding from the City of Carlsbad
within the last two years (1999-2000 and 2000-2001) for the proposed
program/project?
Sources of Fundinq No Yes
CDBG Cl X
Community Activities (General Fund monies) cl El
If yes, please indicate amount and status of previously awarded funds (fully
expended, funds remaining, program/project discontinued).
CDBG/HOME funds
Community Activities
Amount Received Status
$6,000 Funds remaining
B. Did you receive any federal funds, including CDBG/HOME funding from other
cities, last year (July 2000 - June 2001)?
XX No cl Yes (Please list funds below.)
Proqram Source Amount Received
$
:
C. Will additional CDBG/HOME funds be required in future years for the project?
Cl No X Yes
III. BENEFITS & BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Carlsbad
residents? (Please be specific such as direct services to client’s home,
transportation provided to and from facility, or relation to public transportation.)
From The Inside Out is conveniently located in Vista and service delivery takes
place at the Donovan Correctional Facility in San Diego. FT10 provides direct
orientation services to all interested organizations. Transportation services can be
arranged for parent and youth attendance.
B. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%;
(Word:\APPLICATION)
Revised: 1212 I IO0
City of Carlsbad
2001-2002 CDBGIHOME Funding Application
Page 4
- Please see the 2001-2002 Income Limits for the CDBG/HOME Program)
65 % of clients are at 30 percent or below of the area median income
25 % of clients are between 31 and 50 percent of the area median income
10 % of clients are between 51 and 80 percent of the area median income
% of clients are above 80 percent of the area median income
C. Please describe how low and moderate income persons will benefit from the
proposed program/project. Include the need or problem to be addressed in
relation to Consolidated Plan housing and community development priorities, as
well as the population to be served or the area to be benefited. (See
Consolidated Plan Priorities)
FT10 meets the City of Carlsbad’s and the national objectives by providing
services to mostly low and extremely low income Carlsbad children and their
families. We serve the community in an area of national and local urgency -
juvenile delinquency prevention. Youth and parents become more knowledgeable
and responsible. As a result Project Clroice participants make better choices.
D. Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents.
1,500 Households or Persons of which 10% are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
cl No X Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers & day laborers, Elderly, Children, etc.) From tire Inside Olrt serves Carlsbad youth who are at risk for juvenile
delinquency and their families with the Project Choice (CROP) prison outreach
program. Many of these families encounter substance abuse problems and other
risky behaviors including gang and criminal activity.
IV. IMPLEMENTATION OF ACTIVITY
(Word:\APPLICATION)
Revised: 1212 I IO0
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 5
,- A. Please submit a schedule for implementation of the proposed construction,
rehabilitation, property acquisition, other construction related or new public/community service
program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above
information is true and correct to the best of my knowledge.
Executive Director 1212 1 /oo
Signature Title Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination: -
(Word:\APPLICATION)
Revised: 12/21/00
From the lnsrde OM
Carlsbad CDBG
December 21. 2000
Project Narrative
Statement of Need
While the latest crime statistics show a significant decrease in violent crime, juvenile
violent crime is still escalating across the nation. Just recently a high profile juvenile violence
case was tried. The brutal murder of 11 year-old Mathew Checci - by a homeless teenager with
a history of substance abuse - horrified our community. Do we have sufficient social support
networks for our troubled teens? In response to juvenile violent crime, California voters
launched a crusade against juvenile delinquency with Proposition 21, “Gang Violence and
Juvenile Crime Prevention Act,” passed on March 7,200O. This new law imposes adult
sanctions on youth, but does not contain a prevention component. The Sacramento Bee (Feb.
2, 2000) states that thefjve billion dollar cost of Proposition 21 “would be far better spent on
improving education, increasing parole services and taking other steps to prevent the causes of
juvenile crime.”
From The Inside Out, I/K. (FTIO) offers families one-of-a-kind preventive
programming. Project Choice, (Convicts Reaching Out to People [CROP] is owned and
operated by R. J. Donovan correctional facility) is the only ongoing prison visitation/youth
diversion project held in a San Diego County prison. This unique collaboration between a state
and non-profit agency better serves the public with community outreach and program support at
no cost to youth and their families in need of delinquency education. Our latest program, still in
development, is Youth and Family Referral Services and is designed to help families in need of
additional social service to locate reliable, reputable, accountable agencies. We provide referral
support to our clients in an unofficial capacity, but wish to enhance our outreach and information
services for families in crisis. These programs have improved the lives of Carlsbad children and
their families - and FT10 will continue services with CDBG funding.
Target Population
Project Choice is making an impact in the community and especially in the growing
Carlsbad Hispanic population. All persons are served in a non-discriminatory manner while
FT10 participants represent a majority low to extremely low-income households. According to
FT10 intake demographics, more than half of our program participants are from extremely low-
income households (approximately 800 families [O-30% AMI] served per year). The remaining
half ranges from very low to average income. Few of our clients are of median or above average
income households, although we are observing an increase these demographics.
1
/.‘,.~ml IIt< IIlSIdC Orr/
( ‘dv5od (‘DRG
Drccrnher ?I, ?OOll
One of the most powerful indicators for social risk is poverty. Seventeen percent of
F California’s children live in “high-risk” families compared to fourteen percent nationwide
(Family Risk Index, Annie E. Chsey Founchtion, 1999). FT10 is dedicated to serving this high
need population.
Goals and Objectives
With the generous support of the Alliance Healthcare Foundation, FT10 completed a
five-year strategic plan in 2000, which outlines the direction of our agency with specific goals,
objectives and benchmarks for juvenile delinquency prevention programming. FT10 Board of
Directors and staff identified these overall goals for the youth that utilize our agency’s services.
We expect that our core program, Project Choice will help our youth to:
CI Clearly see consequences of their behavior
CI Cultivate goals, personal success, and trust in others
LI Develop healthy lifestyles and behaviors
o Seek additional counseling, mentoring, and educational/social support as necessary
FT10 will serve a minimum of 180 unduplicated Carlsbad youth and their families during 200 l-
- 2002.
To realize these goals, FT10 will continue service delivery collaboration at the
R. J. Donovan Correctional Facility in San Diego. Ongoing development of a formal referral
program will link those in need (counseling, mentoring, education, etc.) with reliable, reputable
agencies in the county. Shelli Douglass, FT10 Research and Grants Coordinator, will begin
program evaluation based on these goals and objectives beginning in 2001. This internal
evaluation will help to determine agency and clientele needs. FT10 will use these data to
enhance our services to Carlsbad youth who are at-risk for substance or alcohol abuse, gang
activity or juvenile status offenses. FT10 will measure client trends including truancy, paroIe
violation, employment and family-based outcomes. Dependent upon funding, external program
evaluation could begin next year.
Project Description
Begun as a grassroots, volunteer effort in 1993, FT10 has been the community link for
CROP program delivery held at R. J. Donovan Correctional Facility. CROP was designed by an
inmate who wanted to “give something back” to the community. especially to keep kids from
making poor choices. FT10 has helped thousands of families negotiate the juvenile justice
2
From the inside Out
Carlsbud CDBG
December 21. 2000
system, and provided programming that has turned lives around. FT10 collects qualitative and
anecdotal evidence that supports the effectiveness of this prison outreach model. CROP inmates
give their heartfelt testimonies, which grips our program participants with the inmates’ raw
emotion and sincerity.
FT10 facilitates and delivers programs in partnership with youth organizations, schools,
juvenile justice and California correctional facilities. Our programs are designed to capture the
attention of youth who engage in risky and unhealthy behaviors and to steer them into socially
productive activities. Children are the most impoverished population in California and FT10
reaches these children with diversion programming that few organizations can offer. It is
difficult to access repentant prison inmates and their first-hand experience with poverty, hostile
environments, poor schools, law enforcement and parents who don’t have the skills to cope.
FT10 has worked hard over the past five years to navigate the California Department of
Corrections and to formalize arrangements with correctional facilities.
Previolls Accomplishments
In August this year, FT10 replicated the Project Choice outreach model at the California
State Prison, Solano in Northern California. We are the only non-profit which collaborates with
the California Department of Corrections to provide community outreach for prison awareness
programs in San Diego and Solano Counties. The primary objective for FY 2000 was to
complete strategic planning. Final reporting to the Alliancefor Healthcare Foundation was
completed in July, detailing this enormous achievement. FT10 has facilitated delinquency
prevention program delivery for hundreds of Carlsbad juveniles and their families over the past
seven years (approximately 1500 San Diego youth per year). During fiscal year 2000, FT10
filled most Project Choice programs to maximum occupancy. Finally, Executive Director
Priscilla Alvarez has received numerous community service awards including the California
State Legislature’s Volunteer of the Year.
Finances
Because there is no fee for the Project Choice client and family, grantwriting and
fundraising is ongoing. FT10 funding includes federal and private foundation support. Direct
costs for service delivery are minimal (in-kind support is well established in our operations),
however a broad base of funding will ensure outreach awareness for those in need of services.
The level - not the ability - of our continued community service is the only variable that is
dependent upon funding. FT10 asks the City of Carlsbad to continue support and partnership in
3
From the Inside Our
Carlsbad CDBG
December 21, 2000
our fight against juvenile violence and delinquency. Funding will provide expanded service
delivery, program development and evaluation.
Agency Information
Background
From The Inside Oat osfers programs to youth, supported by family and community, which
challenge them to assess their direction in life, motivate them to develop personal integrity, and
help them become positive role models undproductive members in society.
The board of directors, staff and volunteers at FT10 are truly committed to the mission
statement above. Our strategy is a holistic health model brought to our clients through
collaboration with key stakeholders in the juvenile justice communities of California. Currently,
FT10 facilitates two youth diversion programs held at correctional facilities in our target
communities (San Diego and Solano Counties). We offer support and community linkage to
prison outreach programs that allow youth and their families to witness first-hand the harsh
reality of the adult correctional system that now houses offenders as young as fourteen. The goal
is to keep kids safe, in school and out of adult prisons.
With ever-increasing community support FT10 reaches more than fifteen hundred
families each year. Most of our clients are living below the national poverty line in areas that
desperately need community capacity building. Since the beginning, FT10 has diligently worked
to serve these communities. We have followed sound business practices in order to realize this
vision, and with strategic planning complete we continue to practice fiscally responsible outreach
services.
Qrralijications
From the Inside Oat has delivered uninterrupted youth diversion services to the San
Diego community for seven years. FT10 staff is trained formally and informally, and are
experienced in all manner of prevention programming. Several competency programs and
seminars include: advanced diversity, youth resiliency training, social advocacy and cultural
inclusionary practice, conflict resolution and ropes challenge course training and certification, to
name a few. The venues of training range from WASC accredited post-graduate degree
programs to the National Community Oriented Policing Program (e.g., California State
University, University of California, Guajome Park Academy and Challenge U Ropes
Certification, National Society of Fund Raising Executives, Non-Profit Solutions, the San Diego
Foundation Non-Profit Workshops, California State University Evaluation Conference).
4
From ihe lnsrde 0111
Carlsbad CDBG
December 21, 2000
,- FT10 is especially fortunate to operate with an exceptionally diverse and talented Board
of Directors. Men and women on our Board and Advisor’s Committee speak Spanish, Italian,
French, Japanese, and Hebrew. Occupational backgrounds include Child Psychologist,
University Registrar, Summit School Teacher, Special Education Teacher, Retired Warden,
Department of Corrections Counselor, Sociologist, Nutritionist, Parents and community Business
Persons. Key personnel at From the Irlsifle Out work with all of these individuals to deliver the
best possible prevention programs to our constituents.
Financial
FT10 fiscal management is top notch. We operate under the policies and procedures
outlined by Federal Community Development Block Grant criteria. Daily accounting
management by FT10 Executive Director and staff also includes two professional consultants
(Certified Public Accountant, Non-Profit Management Independent Contractor) who offer their
financial management services as in-kind donations. Office policies require reconciliation with
Quick Books Pro software; accounting data is backed up on CD-ROM each day. The FT10
Board of Directors meets monthly and financial reports are reviewed and approved as routine
- procedure by the agenda. A San Diego accounting firm, Lee Guerrero and Associates provided
independent auditing in September 2000 to the United Way of San Diego. As a result, FT10 is a
certified United Way agency.
Including funding from public and private foundations, FT10 receives annual, ongoing
support from the United Way and the Albertsons Community Partners Program. We have many
committed volunteers at FTIO. Several of our volunteers have professional degrees in their field
including those mentioned above. FT10 benefits from the generous donations of in-kind office
space and equipment provided by Carlsbad resident Mr. Edward J. Meuller II, Chief Executive
Officer for From the Inside Orrt. These many committed people graciously provide the
community service, in spirit and deed, which makes our agency efficient, effective and capable
of serving The City of Carlsbad.
Priscilla G. Alvarez
1723 So Clementine St.
Oceanside, CA 920%
760-757-2’767
Education:
High school graduate
Certified Ropes Course Instructor
Work ExDerience:
1993 - Present: From The Inside Out, Inc. -Entrenrener:
Founder of FT10 non- for profit organization in 1993. This organization was formed to serve
San Diego Communities The main focus is working with at-risk juveniles and their families.
FTIO, under the leadership of Priscilla Alvarez, has earned statewide notoriety and has
served over 3000 youth and their families. Presently, two programs are offered to the
community through FTTO; Convicts Reaching Out To People and Impact Challenge Course.
All planning, management strategies, contacts, facilitation, bookkeeping, speaking, and
grants writing has been conducted by the Director. Prior work experience has been the
preparation for this project.
1993 - 1999 Instructional Assistant- Oceanside Unified School District
Assistant in bilingual kindergarten program. Instruction took place with individual students
and in groups. Many of the children were mono -lingual Spanish speakers. Instruction was
with slow learners and ESL Groups. Tutored math and reading to children ages 5 through
11. Worked with instructors on lesson plans, class organization, presentations, teacher’s
fries, and room decoration,
1953 -1993 Parenting and Active Volunteer
Ten years were focused on raising my six children. My family continues to be the most
precious and meaningful part of my life. Numerous years invested as Sunday school teacher
to Jr. and high school children. Elected to the Vestry at St. Anne’s Episcopal Parish and
served as Senior Warden for two of the three year term. Formed a Bible-based ‘Young
Married Couples’ Group” that met once per week for two and one half years.
1970 - 19S3 Sales and Retail
A career in Retail Sales began in the Natural Food Industry as a retail clerk. Within a year,
promoted to manager of a 4,000 square foot store of a nation wide health food chain.
Experience ranges from management skills including; hiring, managing, scheduling,
budgets, and payroll, to floor display, ad set ups, drawing schematics, and general knowledge
in sales.
Direct Sales experience is extensive. Sales territory ranged from Chula Vista in the south,
Alpine in the east, the entire coastal region north to Huntington Beach. Experience includes;
sales projections, professional sales techniques, pioneering new territory, and product
awareness.
COMMUNITY SERVICE /AWARDS
l St. Anne’s Episcopal Parish -Vestry member 1985- 1988
l Golden State Kairos - Board member 1992-1995
l Sate of California - Outstanding Volunteer Award - 1997
Donovan Correctional Facility . Women of Merit Award - 1999 Nominee . #Juvenile Justice Program - Carlsbad Volunteer Panel Member- 2000
I
3rlt:LAL UUL~b’LU3,~ 73.4 Buffer-efd Lnncr
Sffn ,Warcos. Ca 32069
740.7J0.0548
sdougfa.@csusm rdu
- EDUCATION
MA. candidate in Sociological Practice, CSUSM; August, 1999
Focus in institutional studies and research in post-secondary education
B.A., So&l Science, California Sbte University, San Marcus; May, 1996
Concentration: Sociology, Psychology, Education Research. Magna Cum Laude, GP.A. 3.83
RESEARCH EXPERIENCE
Research Consultant, Division of Student Affairs
csunfi 1997- cwmnt
Managed a needs assessment project for the Division of Student Affairs including project design,
implementation, data cohhion and analyzation, report writing and presentation The First Phase of the project
required weekly design and work-team meetings which culminated in qualitative irtterviewmg, data coding
analysis and reduction and report writing - including graphing and tabular presentation to the Vice President
for Student Affairs. This phase was completed on time; Second Phpre: Design and implementation of a
division-wide customer satisfaction instrument for Fall, 1998. Third Phase: Designed data reporting format
with the Dean of Students. Currently managing all data reduction, report writing and presentation for each of
the nine depatients in the CSUSM Division of Student Affairs.
Research Coordinator/Consult~nt, Student Academic Services Outreach Program
.
CSUSbf: I997-1999
Designed a service-learning program for CSLISM future-teachers and local high school students and funded it
with grant proposal writing. Created, proposed, collaborated with university and high s&o01 administrators
and implemented this pilot project from literature review through service delivery: Student ddvocates k’afidtins
Youth (SAVY) was succe&ully delivered on time and under budget in January, 2999. The first and second
annual S4 PY programs include student Iearning outcomes assessment, program evaluation, and future grant-
wriiing phases. Data presentation includes partidpation m Pacific Sociological &s&&on and .&nerican
- Sodological Association annual meetigs in April and August, 1999.
Research Consultant/Grants Writer, From the Inside Out
Oceunside. CA: I999 - rwmnt
Research duties include or- ptmizing, cataloguing and analyzzing program assessment instruments dating back to
2995 for this non-profit 501(c)(3) organization. Qualitative and quantitative data presentation and report
writing will be used in the grants writing process and the grant report/accountability phase. Grant writing
duties also include Internet and library searches for funding opportunities, processes and deadlines.
Lower Division Advisor (Student Services Professional I), College of Arts & Sciences
csmlcf: 1995-l 999
Designed a research project for the &adexnic Advising Coordinator. Analyzed "contact SW sheets”
collected over three years, reported finding to the Dean of the College. Provided scheduled or walk-in
advising services and university orientation advising. Managed student records with Banner and FileMaker
Pro; Served with the Dean of the College of &ts and sdences in weekly student issues cornrruttee, as well as
annual academic probation and disqualification committees. Liberal Studies Assistant Advisor, College of Arts &
Sciences (1996-1997: Advised future teachers, managed student records; transcn ‘pt evaluation and graduation
checks provided for credential-bound student teachers.
Survey Research Interviewer, Social and Behaviorai Research Institute (SBRI)
CSWSW 19951996
Collected survey data on several projects using PC hardware and CATI software for various university, city
and state clients. Supervisory duties and special projects management were included.
COMMUNITY SERVICE/AWARDS
0 Boar&C’ommitreeMember: North County Xigber Education Alliance Board of Directors (NCHEA). 1998/99:
Palomar College OnTAP web-based tutorial project Secretary, 1999; Chair: CSUSM Student Union Board of
Directors. 1998/99; CSUSivl Post Bxcalaureate Representative, Associated Students. Inc.. 1997/98
0 Dean’s List: Palomar College & CSUSM, 1991-1996.
0 Two national honors societies - five academic scholxships: 199-t-1999.
0 CSUSlM Psi Chi & AKD, 19951%; Sociology Club -Vice President 1995% & %I97 - President, 19971%.
0 Twin Olrks Toastmxters charter member. 1955.
ELIZABETH W. YOUNG
467 Mainsail Road Oceanside, California, 92054 (760) 754-0676 bethyoung@wwdb.org
-
OBJECTIVE
l Provide multisensory learning experiences that facilitate active participation by all students
l Equip learners in the discovery and utilization of their unique learning styles
l Develop confidence in learners through measurable accomplishments that result in a greater sense of
personal/social/professional/ achievement
. Continue personal and professional development through collaborative work experiences
PROFESSIONAL QUALIFICATIONS
Bachelor of Science, Texas Woman’s University, Denton, Texas
. Interdisciplinary Studies; Special Education
l Graduated Magna cum Laude
CAREER HIGHLIGHTS
Six plus years teaching experience V Planned and modified curriculum V Conducted developmental assessments V
Individual instruction in tutorial setting V Adult literacy volunteer V Assessed and taught study skills V Trained and
supervised staff of instructors V Coordinated training workshops V Collaborative work experience on special projects
EMPLOYMENT HISTORY
1 l/99 - present Oceanside Reads, Volunteer
Responsibilities: Adult literacy volunteer tutor; lesson preparation; individual instruction in phonics, reading,
and writing.
2/2000 - present City of Oceanside, Housing and Neighborhood Services, Office Assistant
Responsibilities: Assist the Childcare Coordinator in organization of materials relevant to her position; attend and
record minutes of monthly Childcare Committee meetings; prepare agenda for monthly Childcare Committee
meetings; transcribe and distribute meeting minutes; general office duties; review and synopsis of resource materials.
2/2000 - 4/2000 City of Oceanside, Volunteer Coordinator Census 2000
Responsibilities: Recruited and supervised training of volunteers for staffing of Census Questionnaire Assistance
Centers (QACs); maintenance of volunteer schedule for three QACs; maintained supplies at QACs; worked
collaboratively with the Planning Department, Public Library staff, Local Office of the Census, and Housing and
Neighborhood Services to promote census awareness; made presentations to the City Council and Partners for
Healthy Neighborhoods on status of Census activities; coordinated and served as hostess for volunteer appreciation
luncheon.
212196 - 6115198 Science Adventures, Master Instructor
Responsibilities: Presented teacher selected science curriculum for grades l-6 and for GATE programs;
modified curriculum to accommodate appropriate developmental and cognitive levels of students; 1996,1997
site coordinator for summer science camp; managed daily operations of camp; planned and conducted weekly
staff meetings; supervised staff of instructors; made weekly staff assignments; coordinated training workshops
for San Diego region, June 1997; instructed new employees in use of curriculum and classroom management
strategies; served as lead instructor/mentor for additional Science Adventures staff.
i/97-6/97 City of Encinitas Family Enrichment Program, Teen Tutor
Responsibilities: Provided individual instruction to Junior High School students in English, Social Studies, and
Science; assisted special education students with homework and study skills; provided support and
recommendations to parents of special education students.
1992-I 995 Enrolled at Tarrant County Junior College and Texas Woman’s University
- 1990-1992 Early Childhood positions, two private schools
REFERENCES AVAILABLE UPON REQUEST
.
-
ATTACHMENT C
2001-2002
CARLSBAD, CDBG PROJECT BUDGET
Organization: From The Inside Out
Proiect Name: Proiect Choice
Category
Personnel:
Director
Research Coordinator
Program Director
Part Time Staff
Volunteer Staff
Payroll Taxes
Consultant & Professional
Services
Total Personnel
Total Non-Personnel
CDBG Other
Amount Amount
$6,000.00 $1~000.00
$6,000.00
$15,000.00
(request)
$6,000.00 $1 WOO-00 (request)
$4,000.00
(request)
$ I ,500.oo
$ 500.00
% 500.00 $2,000.00
Funds Source Total
Amount
Hidden Valley $45,000.00
Kiwanis
City of Oceanside Sweetwater Union
HS District
California $25,000.00
Endowment
City of Oceanside $25,000.00
$34,000.00
$2 1 ,ooo.oo
$48,360.00
Ben Wiggins $18,000.00
Bill Foran
Mike Geddes Mike Stevanovich
$216,360.00
ATTACHMENT D
IMPLEMENTATION SCHEDULE
From The Inside Out proposes to provide direct service to no less than 180
Carlsbad youth between the ages of ten and eighteen during CDBG funding
period 200 1 - 2002.
Implementation will commence within 30 days notice of funding.
FT10 will collaborate with the following agencies to insure program deliver
for Carlsbad youth and their families:
l Carlsbad Police Department’s Guide Program under the direction of Ms.
Penny Velasquez.
l Carlsbad Police Department’s Juvenile Justice Diversion Program under
the leadership of Ms. Linda Ledesma.
l Carlsbad Unified School District’s Assistant Superintendent,
Ms. Sue Bentley
l Carlsbad Boys & Girls Club under the supervision of the Program
Director.
.
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each personlagencylorganization interested in being
considered for CDBG/HOME funding. All information requested must be provided or the application will
be considered incomplete and will not be further evaluated for funding consideration. Please type or print
clearly. Attach additional sheets or information as necessary. The application must not exceed a total of
fifteen (15) pages, including the required attachments as listed in the Checklist of Required Documents.
Ten copies of complete proposal package, including attachments, must be submitted prior to 500 PM on December 20th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street,
Carlsbad, CA 92008-2389.
ADMINISTRATING AGENCY
Name of Agency: Fraternity House. Inc.
Address: 20702 Elfin Forest Road Escondido. CA 92029
Federal Tax ID Number:33-0306861
PROPOSED PROGRAM/PROJECT
,-
Title of Program/Project:“Exuanded Meals with Care”
Location of Program/Project: Fraternitv House 20702 Elfin Forest Road
Contact Person:Mollv F. Hem-v Telephone No.: (760) 7360292
Requested Funding Amount: $ 8.840
Brief Description of Program/Project (Describe the work to be performed, including the activities to be
undertaken or the services to be provided, the goals and objectives of the program/project, etc.):
Our “Expanded Meals with Care” program meets the specialized and changing nutritional needs
of men and women disabled by AIDS in our care. In the last 12 years, Fraternity House, Inc.
has provided housing, meals and 24-hour comprehensive care to over 400 individuals suffering
with AIDS. In our two homes, Fraternity House and Michaelle House, we offer our residents
three nutritious home-cooked meals a day. The cook at each home is responsible for preparing
and posting weekly menus, adhering to a budget while shopping for groceries and supplies,
maintaining cleanliness and safety of the kitchen area, preparing all weekday meals, serving
meals while on-site, scheduling volunteers to provide dinners on the weekends, and maintaining
up-to-date knowledge about proper nutrition for those with AIDS, and as well as those with
chronic illnesses requiring specialized diets.
Fraternity House has one full-time cook who works Monday through Friday; she prepares and
serves breakfast and lunch, then makes initial preparations for dinner before leaving the
Caregiving staff to serve this meal. Prior to July of this year, Michaelle House had only a part-
- time cook, and time constraints limited her ability to perform many of the duties outlined above,
most notably, the residents did not receive a well-prepared breakfast to meet their nutritional
needs. With the help of CDBG funds, we were able to remedy this problem, by bringing the
cook at Michaelle House up to full time. However, funding for the “Expanded Meals with Care”
program is limited, and we need funding for the next fiscal year to enable us to retain the cooks
at Michaelle House and Fraternity House on a full-time basis. This is particularly critical due to
the fact that both homes are operating at full capacity, and our cooks have the additional
responsibility of meeting the specific dietary requirements of many residents who now suffer
from chronic illnesses.
Our “Expanded Meals with Care” program provides a preventative service; by providing proper
nutrition, we are able to prevent many potential medical problems our residents would otherwise
encounter. Our residents live in a home-like environment in which we provide them with
housing, 24-hour comprehensive care, supervision of medication regimens, assistance with
activities of daily living, nutritious home-cooked meals, clothing, transportation, access to social
and medical services, and rehabilitation activities and emotional support. The overall services of
Fraternity House, Inc. are also preventative. For example, without the housing we provide, there would be more homeless people on the streets in our community. Without the medical
assistance we provide, there would be a greater burden on our local hospitals and medical
clinics. Without the emotional support and education residents receive, they would more likely
remain in denial about their HIV Status, and infect others with the virus. Our “zero tolerance”
policy on drugs and alcohol prevents substance abuse issues from impacting the lives of others.
Most importantly, with adequate housing, nutrition and 24-hour care, the morfality rates
of men and women disabled by AIDS decrease dramatically.
The goal of the “Expanded Meals with Care” program is to increase our capacity meet the
nutritional requirements of individuals in our care, to enabling each to live as long and healthy a
life as possible.
Objective 1: Provide full-time cooks to meet the nutritional needs of residents at both houses
by July 1, 2001.
Objective 2: Secure $43,200 for groceries and household expenses by June 30,2002.
Objective 3: Consult a nutritionist or dietitian for residents with special dietary needs, including
individualized meal plans, from July 1, 2001 through June 30, 2002.
Objective 4: Provide 20,000 nutritionally balanced home-cooked meals to approximately 40-50
low-income men and women disabled by AIDS by June 30, 2002. We estimate that four
residents of Carlsbad (10% of our overall clients) will utilize our services during the fiscal year.
Fraternity House, Inc.‘s “Expanded Meals With Care” program meets National Objective #I by
directly benefiting low income persons:. 95% of our residents are at the very low and low income levels. This program also uniquely meets the local objectives established by the City of
Carlsbad by providing shelter and services for homeless adults: all of our residents are
homeless or at immediate risk of homelessness, and all are disabled by AIDS. Since Fraternity
House, Inc. provides the only Residential Care Facilities for the Chronically III in the entire County, our services are unduplicated for the citizens of Carlsbad.
F I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
X Non-profit For-profit Local public agency - State public agency Other (Please specify.)
6. What is the purpose/mission of the agency?
The mission of Fraternity House, Inc. is to provide warm and caring homes where men and
women disabled by HIV/AIDS can receive comprehensive care and services in order to rebuild
their health and return to independent living, or where they can spend their last days in comfort
and dignity.
C. How long has the agency been in operation? Please indicate the date of incorporation.
Fraternity House originally began operating as a home for runaway and homeless youth in 1986. Many became ill and began dying from the devastating disease we now know as AIDS.
The focus of our organization changed, and on May 31, 1988 Fraternity House was
incorporated and became a nonprofit dedicated to providing housing, meals and care to men
and women disabled by AIDS. Fraternity House, inc. provides the only licensed Residential
Care Facilities for the Chronically III (RCF-Cl) in San Diego County: Fraternity House and
Michaelle House. In the last 12 years, we have served over 400 individuals disabled by AIDS.
Fraternity House, Inc. has been recognized by local and county agencies as a leader in AIDS
/L care, and for developing the most comprehensive care program in all of San Diego to respond
to the ever changing challenges of AIDS. We received~ the 1997 “Extraordinary Achievement in
HIV Housing Award” presented by the Nonprofit Federation for Housing and Community
Development and the San Diego City/County HIV Housing Committee.
D. How long has this agency been providing the proposed program/project?
Fraternity House, Inc. has been providing meals prepared by volunteers since the organization
began operating. As the demand for AIDS housing and care grew, we expanded our capacity to
serve those in greatest need. We hired staff members to provide care to residents, and these
staff members became responsible for preparing meals and assisting residents. In 1995, the
State of California initiated the process to license facilities such as ours, and in 1996, we became one of the first Residential Care Facilities for the Chronically III in the State, enabling us
to admit non-ambulatory and bed-bound men and women with AIDS. In order to meet RCF-Cl
licensing requirements, we hired Certified Nursing Assistants (CNA’s) to provide 24-hour care
for our residents.
Since our staff members providing direct care to residents needed to meet specific medical
qualifications, we hired a part-time cook at Fraternity House, which soon evolved into a full time
position. We opened Michaelle House in 1997, and hired a part-time cook at the house in 1999.
In order to meet the growing demand for AIDS housing, meals and care, we doubled our
capacity at Michaelle House from six to twelve residents in 1999. In 2000, we increased the
cooks hours at Michaelle House with CDBG funding. The expansion of the “Meals with Care”
program has meant that the residents are getting more nutritious meals, while the direct care
staff can focus on their vitally needed caregiving duties. In order to continue to serve the - maximum number of residents in our two homes, it is critical to keep our staffing at an optimum
level to support our “Expanded Meals With Care” program.
E. Please submit an organizational chart for the agency as Attachment A. s
An organizational chart for Fraternity House, Inc. is attached.
F. Please describe the agency’s existing staff positions directly responsible for the proposed
program/project and their qualifications and experience in implementing such a
program/project. (Resumes may also be submitted as Attachment B but not in lieu of a
complete response.)
Executive Director.- Molly Henry became the Executive Director of Fraternity House, Inc. in
June of 1999. Molly is responsible for supervising the House Managers and other key staff members, and reports to the Board of Directors. She has more than 15 years of progressively
responsible experience in non-profit organizations, including working with the HIV positive
inmate population at the California Institution for Women, familiarity with Community Care
Licensing procedures, and experience with special-needs housing. Molly has a Bachelor’s
Degree in Communication and a Master’s Degree in Social Work from the University of Michigan; her resume is attached.
House Managers: Gloria “June” Morgan is a Certified Nursing Assistant and has managed the
housing, meals and care programs at Fraternity House for more than seven years. Frank
Wilcox holds a Bachelors Degree in Nursing; he served as the Assistant Manager at Fraternity House for one year before being promoted to Michaelle House Manager in 1997. June and
Frank supervise the 24 hour caregiving and nutritional staff, and their resumes are attached.
Proof of their ability lies in the fact that both of our homes pass the yearly licensing inspections F with flying colors. June and Frank are each supported by an Assistant House Manager.
Cooks: Although the resumes are not attached for these positions, each cook has several
years of experience and has attended training on dietary needs of people with AIDS. They also
consult with appropriate doctors and/or nutritionists to meet the specific nutritional requirements
of each of our residents.
G. Please indicate your agency’s level of experience with the CDBG/HOME program.
CDBG/HOME prooram:
No or little experience, up to one year of using CDBGlHOME funds. Some experience, 2 to 3 years of using CDBG/HOME funds.
Moderate experience, 4 to 5 years of using CDBGIHOME funds.
x Considerable experience, more than 5 years of using CDBG/HOME funds.
H. If you have received Federal funds, including CDBG/HOME funds, in previous years,
have program violation findings ever been made against your agencylorganization?
- No x Yes
If yes, please explain the nature of finding(s) and how finding(s) has been addressed by your organization.
In 1997, the City of Vista issued a finding concerning wheelchair accessibility to the kitchen sink
at Michaelle House. Even at the time of the finding, we had been notified that we would be
receiving HOPWA funds to expand the kitchen. However, administration of HOPWA funds
changed agencies, and we did not receive an executed contract for the expansion until last
summer. The kitchen and dining room expansion at Michaelle House is complete, including a
wheelchair accessible kitchen sink, and the City of Vista has renewed our funding.
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemizing revenues and
expenses, to this application as Attachment C. Indicate how the requested CDBG/HOME
funds would relate to the overall proposed budget.
The budget for the “Expanded Meals with Care” program is attached. Fraternity House, Inc. is
requesting funding for half of one cook’s salary, ($8,840), which represents approximately 9% of
the total program budget of $99,290. The “Expanded Meals with Care” program accounts for
14% of the organization’s overall operating budget. Also included is a copy of our audited
financial statements for the fiscal year of 1998-99. The audit for fiscal year 1999-00 is currently
being completed, and will be forwarded to you as soon as possible.
B. Did you receive any CDBG/HOME funds from the City of Carlsbad within the last two years (1998-99 and 1999-2000) for the proposed program/project?
x
If yes, please indicate amount and status of previously awarded funds (fully expended,
funds remaining, program/project discontinued).
CDBG/HOME funds
FY 98-99 Meals with Care
FY 98-99 ADA Access Project
FY 99-00 Meals with Care
FY 00-01 Meals with Care
Amount Received Status
$5,000 Fully Expended
$10,000 Fully Expended
$5,000 Fully Expended
$5,500 $XX Expended*
*The remainder will be expended by 6/01
C. Did you receive any federal funds, including CDBG/HOME funding from other cities, last
year (July, 2000 - June, 2001)?
No x Yes (Please list below.)
Proaram Source
Encinitas CDBG
HOPWA (County)
Vista
Oceanside CDBG
Amount Received
$10,000
$254,120
$10,000
$7,650
D. Will additional CDBG/HOME funds be required in future years for the project?
The City of Carlsbad, as well as the other North County cities, have recognized the economic, social and community value that our services provide for their residents, and have been very
supportive through CDBG funding, which is critically needed to support this vital program.
Our “Meals with Care” is a central component of the services we provide for men and women
disabled by AIDS in San Diego County. We have two caring homes that are operating at full
capacity of 20 beds, with long waiting lists: Fraternity House and Michaelle House. Our
residents live in a home-like environment in which we provide them with housing, nutritious
meals and 24-hour comprehensive care, so that they can live the fullest life possible.
Fraternity House, Inc. continues to pursue and secure all possible funding sources, including individual donors and private foundations. Our overall budget is $706,000; individual donations
and grants from private foundations comprise 28% of our income. Two stable sources of on-
going funding are: Housing Opportunities for People with AIDS (HOPWA), supporting our
overall program with $240,000 this fiscal year, and the State of California will contribute more
than $70,000.
It is important to note that our services represent a significant economic benefit to the
community. The average cost of a stay at a local hospital is $1500 per day, and at skilled
nursing facilities in San Diego County, the cost is $300-$400 per day and rising. Fraternity
/- House, Inc. provides care for under $100 per day, and continues to strive to provide the highest
quality of care in the most cost effective manner.
III. BENEFITS 8 BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Carlsbad residents? (Please be specific such as direct services to client’s home, transportation provided to and from facility, or relation to public transportation.)
Fraternity House, Inc. operates San Diego County’s only licensed residential care facilities for
men and women who are chronically ill because of AIDS, and we provide the only full spectrum
of AIDS care available to the residents of Carlsbad. Fraternity House is located in Elfin Forest,
only three miles from Carlsbad city limits, and Michaelle House is located in Vista. We provide
rehabilitative services including transportation to medical appointments, outings, and resident
shopping trips. We own a wheel chair accessible van, and employ a part-time van driver to
meet the transportation needs of residents. We have over 200 volunteers, some of whom
occasionally transport residents. Most of our residents are also eligible for Red Cross
transportation vouchers.
B. What is the approximate percentage of your clients that have annual family incomes in each of the following ranges: (Percentages should add to 100%; Please see the 1999- 2000 Income Limits for the CDBG/HOME Program.)
90% of clients are at 30 percent or below of the area median income 5% of clients are between 31 and 50 percent of the area median income 5% of clients are between 51 and 80 percent of the area median income z of clients are above 80 percent of the area median income
‘*i:.,~~~~,.~~.. ,_,, -*~A..“.i. .__-- i~,.i.~~~.‘,A’z‘~;,~ . . . . “-.i. _...k, -.- - .. _-
C. Please describe how low and moderate income persons will benefit from the proposed
program/project. Include the need or problem to be addressed, as well as the population
to be served or the area to be benefited.
Problem/Need to be addressed:
Our “Expanded Meals With Care “ Program will directly benefit very low income persons from
the City of Carlsbad and San Diego County. In the last 12 years, Fraternity House, Inc. has
served over 400 men and women; all of our residents are homeless or in imminent risk of
becoming so, and we accept residents without regard to their ability to pay. We began as an
end-stage care provider, and as the progress in AIDS treatment has evolved, we expanded our
services to include long term and transitional care, and have become the only licensed provider
of the full range of AIDS care in San Diego County.
-
The recent San Diego Countywide Strategic HIV/AIDS Housing Plan clearly prioritizes the need
for Fraternity House, Inc.‘s services: “Maintain the existing Residential Care Facilities for
the Chronically ill (RCF-Cl) in North County and encourage the development of a similar
facility in central San Diego. Consumers, providers, advocates and planners all
expressed a resounding endorsement of the ongoing need for the level of on-site care
and supervision that the RCF-Cl’s provide.” The Centers for Disease Control and
Prevention reported last year that the rate of HIV infection is again on the rise in the United
States. The need for AIDS care continues to grow, yet there are only 30 RCF-Cl’s in the state.
Since Fraternity House, Inc. provides San Diego County’s only Residential Care Facilities for
men and women chronically ill with AIDS, our services are unduplicated for the citizens of
Carlsbad.
As the health of individuals with AIDS deteriorates, it becomes difficult to work, financial
resources are often depleted by escalating health care expenses, and as a result many become
homeless. The National Commission on AIDS states that up to half of all Americans with AIDS are either homeless or “in imminent danger of becoming so because of their illness, lack of
income or other resources and weak support networks.” According to the recent AIDS
Epidemiology Report produced by the San Diego County of Health and Human Services, there
were 177 reported A/OS cases in Catlsbad, and 57 deaths. To dafe, we have cared for 27
residents of Car/&ad who represenf 23% of fhe men and women from Car/&ad diagnosed with
AIDS. HIV infection is not reportable in California, and it is estimated that hundreds more are
HIV positive.
Our services are in demand because we offer transitional, chronic and hospice care all
in one location. Rather than move from place to place, Fraternity House and Michaelle
House become home. Providing loving care for people disabled by AIDS has resulted in
a significant increase in their survival rate. Many of our residents come to us with a
limited prognosis, but after receiving 24-hour personalized and loving care, nutritious
meals, individualized health and diet plans, and consistent access to healthcare, close
fo 30% of our residents are able to regain sfabihzed health.
Proper housing, nutrition and personal care increases the length and quality of life for
those suffering with AIDS. Not so long ago most of our residents came to us to die in
comfort and dignity. Now many stay with us for longer periods of time because they
require chronic care, and still others recover from an opportunistic infection and return
to independent living. Our “Meals with Care” program is one of the most important
services we provide. Fraternity House, Inc. is in need of matching funding for our
“Expanded Meals With Care Program,” to help pay for our cooks salary at Fraternity
House, our home closest to the City of Carlsbad. Both Fraternity House and Michaelle
House are filled to capacity, and we are facing the growing demand for AIDS housing
and care, as well as the increasing costs of providing quality nutritional support.
We are working to meet additional nutritional challenges we are facing as a result of the
new AIDS drug treatments. These drug therapies are greatly extending the potential
lifespan of men and women with AIDS. However, many of those same residents who
have benefited from the new drug therapies have developed chronic illnesses
previously unrelated to AIDS such as diabetes, cardiovascular disease, strokes and
hypertension, and require highly regimented diets. Now our cooks must also develop
and incorporate these specific diet plans, as well as continue to meet the enhanced
nutritional requirements of people with AIDS.
Proper nutrition is more critical than ever, and dealing with the side effects experienced
with the current drug treatments require that we enhance our “Meals with Care” program
to properly serve residents of Carlsbad and neighboring cities suffering with AIDS and
newly related chronic illnesses. The “ Expanded Meals with Care” program is a critical
factor in our ability to fulfil1 our mission; our residents have little chance of regaining
their health and independence without the nutritious meals we provide.
Target Population/Area to be served:
Fraternity House, located in Escondido, and Michaelle House, located in Vista, are
uniquely able to provide the most accessible services to the residents of Carlsbad.
suffering from HIV/AIDS. The median monthly income of our residents is $747, We
served 37 unduplicated residents in the last fiscal year; we expect to serve between 40-
50 this year. 15% of our current residents are from the City of Carlsbad. 85% of our
residents are male, 15% are female, 30% came to us from a hospital or medical facility,
30% were homeless, and 19% came from facilities such as psychiatric or drug
treatment programs. 24% of our residents are African American, 14% are Hispanic and
5% are Native American. All of our residents are physically or mentally disabled by
AIDS, and 42% have made Fraternity House or Michaelle House their final home. All
are very low-income women and men who are homeless or at immediate risk of
becoming homeless, and all are physically or mentally disabled by AIDS.
D. Please indicate the number of clients, by households or individuals, benefiting from the
proposed activity and the percentage that are Carlsbad residents.
Households or 40-50 Persons of which approximatelv 10% are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
No x Yes (Please specify)
Cc
Please specify which special needs populations. (Homeless individuals/families, Persons
with disabilities, Persons with substance abuse problems, Veterans, Farm workers & day laborers, Elderly, Children, etc.)
Fraternity House, Inc. specifically serves men and women disabled by AIDS, who are
homeless or in imminent danger of becoming homeless. Many of our residents also
have a history of substance abuse and/or mental illness; we work collaboratively with
other agencies such as Stepping Stone, Being Alive, and TEA (Treatment, Education
and Advocacy) among others to provide appropriate counseling and support groups.
Enclosed are letters of support from many of the agencies and community support
organizations we collaborate with to meet special needs.
Ill. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction, rehabilitation,
property acquisition, other construction related or new public/community service program/project as Attachment D. The agency must ensure the expenditure of all
CDBGIHOME funds awarded within the program year.
- The proposed program/project is not a new community service, nor is it construction:
related. Activities are ongoing, so an implementation schedule is not attached.
I, the undersigned, do hereby attest that the above information is true and correct to the best of my
knowledge. #
/?g-e&Lt/-~ lL&+ I bignature Title Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination:
r‘
Meals with Care Budget
2001-2002
Item Request Other
Amount Sources
Total
PERSONNEL
Full-time Cooks (2 @$8.50/hour)
Benefits @ 22% of salaries
OPERATING
$10,000 $26,520
$ 7,780
Subtotal
$35,360
$ 7,780
$43,140
Groceries (@ $3,60O/month)
Indirect Costs (@ 15% of overall budget)
(includes operating insurance, utilities,
$43,200
$12,950
Subtotal
$43,200
$12,950
$56,150
/I
TOTAL $10,000 $90,450 $99,290
A -
Fraternity House, Inc.
Organizational Chart
December, 2000
Community
Bd. of Directors
Chair P. Anderson
Community
Committees
Exec. Director
Molly Henry
Committees
[ 1 _ April L!Point e Fr ank:iIcox
M.H. Mgr M.H. Reb. Mgr. Devpmnt. Dir.
Sheila Locke
F.H. Reb. Mgr.
Car. Theiss-Aird
Iy-iE%iqpl
Wing Super.
Vernonica Castro
CNAs
Michelle Gaines
Taryn Harper
Amy Hooks
Florence Howard
Marie Leon
Theresa Thomas
Leslie Watson
Judith Zanzucchi
Barbara Patterson
Beth Riddle-Lucia
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Emplovment Histon,
une, 1999 - Employer: Fraternity House, Inc. Escondido, CA
‘resent Position: Executive Director
Responsibilities: Overall administration of two licensed homes for men and
women disabled by AIDS, including fiscal management, fundraising, public
relations, and’employee supervision; report directly to Board of Directors.
lune, 1993 - Employer: YWCA of the Harbor Area San Pedro, CA
/lay, 1999 Posifion: Assistant Executive Director (promoted from Program Director)
ResponsibGties: Develop, implement, and monitor programs such as teen
pregnancy prevention and breast & cervical cancer education/screening;
hire, supervise, and evaluate employees; grant writing; public relations.
October, 1991 - Employee Friends Outside National Organization San Bernardino, CA
Ilay, 1993 Position: LINK Program Community Coordinator
Responsibilities: Supervise a volunteer visitation program at a state prison;
recruit and train volunteers; interview and screen inmates, including those
segregated in the HIV+ unit; facilitate visitation process; monitor matches.
August, 1990 - Employee Domestic Violence Project/SAFE House Ann Arbor, Ml
September, 1990 Position: CounselorIAdvocate (temporary basis)
Responsibilifies: Individual and group counseling of residents in a domestic
violence shelter; advocate on behalf of clients; compile monthly statistics;
crisis intervention with callers on a crisis line; volunteer supervision.
June, 1988 - Employer: Planned Parenthood of Mid-Michigan Ann Arbor, Ml
Vlay, 1989 Position: Fundraising Assistant/Accounts Payable Assistant
Responsibilifies: Maintenance of donor data base; monthly reports; assist
with grant writing; bulk mailings; donor inquiries and correspondence;
ordering, distribution and inventory of stock; processing accounts payable.
September, 1987 - Employer: People’s Campaign for Choice Ann Arbor, Ml
March, 1988 Position: Petition Drive Field Organizer
Responsibilities: Recruit and train volunteers to circulate petitions on the
issue of Medicaid funding of abortions; monitor accuracy of signatures,
public speaking; fundraising. Qualified for state ballot as “Proposal A”.
Education
May, 1991 Master of Social Work in Community Organizafion
The University of Michigan Ann Arbor, Ml
Practicum Placements:
- Ann ArborNVashtenaw Chapter of the National Organization for Women
- Domestic Violence Project/SAFE House (Ann Arbor, Ml)
- National Abortion Rights Action League (Washington, DC)
August, 1988 Bachelor of Arts in Communication
The University of Michigan Ann Arbor, Ml
B-2
EDUCATION:
RESUME
Gloria June Morgan
1932 A West Drive
Vista, CA. 92083
(619) 732-3876
EXPERIENCE:
1992 to
present
12/1993 to Interim Health Care Services, Escondido, CA.
present CNA; Per diem private duty & home health care
l/1992 to
8/l 992
10/1974 to
l/l987
511978 to
8/1980
Central High School, Pueblo, Colorado
Graduate 1972.
University of Southern Colorado, Pueblo, Colorado
Social Sience, Public Relations
1973, No Degree.
Pueblo Barber College, Pueblo, Colorado
1976 Barber Science, Anatomy
1978 Received Professional Barber License.
College of Cosmetology, Pueblo Colorado
1983 Anatomy, Hair and Skin Conditions
Received Professional License of Cosmetology.
Escondido Regional Occupational Program
1993, Nursing Assistant & Home Health Aide
Received CNA/ CHHA license.
Fraternity House, Inc. Escondido, CA.
House Manager (8/94 to present)
Assistant Manager (2/94 to 8/94)
Residential Supervisor (2/93 to Z/94)
E-Z Buy Auto Inforniation Service, Oceanside, CA.
Secretary; Bookeeping, customer service.
Weavers Professional Hair Design, Aurora, CO.
Professional Hair Designer; Hair stylist, manicurist, pedicurist,
facial makeovers, buyer.
Looks Unlimited, Pueblo , CO.
Owner & Manager; Professional stylist, accounting, bought and
sold products.
B-3
FRANK ?. 'riILCZX 3914 MESA CR $ 104 OCEASSIC";, CA. 92056 (619) 721-5548
OBJECTIVE: ----
CyJEHfENCV, & Y.
- TRAINING: ----
A?jARDS:
i:: ; E AFA’:CE : -I_--
SEEKISG POSITION I!J HEP.LTfi CARE AS LICENSED
VOCATIONAL NURSG/MEGIC.+L ASSISTAN'L
OVER 12 YEARS OF DIVZRSiFiS3 A9D CHALLENG-
1 :\1<; E :< k' t: ;i i i,: N C 13 1 N 'I‘H I:; e t: A J,'i' J I CA ii E EN V 1 R 0 )j :.I ;. pi 'I ,
A TOT.4L QG.4LITY TRAINEL; )!!1N:?GZ?iS'i' IN;3iVIDcAi KITil WIDZ KNOWLEDGE OF FIEDICAL AC'l'IVITIES/
TERMItiOLO:Y. LICENSED AS VOCA'I'ICNAL NURSE 13 'iiiL S';;A'rE CF CALIFOR;;Ik.
--GRADUATE3 ?!AVAL SCHOOL CF 33ALTl-i SCIENCES ;yQyzMg;R lcjS2 FHO;V .4IL' ,~C~~~~ER\$,~kU PJiYS:Li'lA,VS ASSISTA>JTS ?l?OGRA?I WI'l: AN ACC!l?WLhTIU>! OF 38 CRED1-i UIUZ'I'S.
--G3XaU?i?ED HX?,pER CREEK HIGH SCHOCL, BA~T'TLE
CO?!PLETEa OVER 2400 HCURS OF AijDIT:OSAL I:JS'I':iL:C‘i'IO;I IN pjjTI:;JT C;liZ?E, LABCXATOSY hvhT.y~~~, .,',..W RA~~IQ~*~~~Y, CARUlOLOGY, IV THLHAPY,
\i 'EI'IIpUNCT~-F:E, pIi.qLv!A!::Y, CPR A.?;D INST'3L'C7IOxAL QCtJ~ii'~,*TIf31JAT, H6hL'l'II. .x. I._
RECEI'lfD NAVY ACHIEVE3ENT tiE3AL FCR OGTSTAN3TXG LIFE SAViHc ~~,4SrJRFiS. CITED 0s 5 OCCASlO~~.~ WT';:-!
Cr,>f)jE;4D,4TIO:J OF ?~CF(?7K?~!iCZ. RECEIVED NATIrjrJAi:, DErENS: ~+ELI,?T, AT,ONC: L;ITl; CCYB.;': ACTION AN2
K C WA 1 T L I BE RAT I 0 N :.i E C.\ LS . C T 'i E 13 0 13 3 OCCAS I OK 5 FOZ r;@OD cc'I?;3ucT,
SECZET.
30;n,E:GN LANGUAGE/EXPZRIENCK: SPCKS!J: -_I- SPASIS!-! (simple; li:nit.!?d ho 3sdirdl. )
SERVE;: AS A PRIkWY KEALTK CARE Pi?CiV,'DTR ON HL!~lAi~IT?.RThS xE;:):,ICAL ?!I:;$ IQ?.;< TcT: P.(:IT:J Gl.jATE:ri/jJ..\
ALY'D ECUjjDC.7, PROVi>JXrJ ACCTE c!f?iiE TO C;S'ER 30,0(>0
P A:IE;NTS I?; .4 2 >:(:,~'~I-! PEKTOD.
i?:"ER?NCES: AVAILABLE 0% RECCESC.
FRATERNITY HOUSE, INC.
- Income
Donations
Circles/individuals
Michaelle’s Walk
Special Events
Tree/Tributes
Total Donations
65,000
7 7,000
6,000
5,000
87,000
Government Sources
HOPWA
State of California
Local CDBGs
Total Government
252,000
70,000
44,000
366,000
Grants
AIDS Walk
Skye Fleming Trust
Misc. Grants
Total Grants
15,000
20,000
75,000
110,000
Interest Income )‘-
Resident Services Income
Fraternity House
Michaelle House
Total Resident Services
1,000
Total Income
60,000
82,000
142,000
$706,000
Misc. In-Kind Income $132,000
(e.g. volunteer hours & goods)
BUDGET JULY, 2001 -JUNE, 2002
Expense
Advertising, Recruitment, Screen 5,000
Benefits
Health, Dental, Life .39,000
Worker’s Compensation 23,000
Payrol I Taxes 40,000
Total Benefits 102,000
Dues & Subscriptions 600
Education & Training 3,000
Employee/Volunteer Expenses 600
Household Expense (Grocs & Supplies)
Fraternity House 79,200
Michaelle House 24,000
Total Household 43,200
Insurance 8,000
(D & 0, E & 0, Liability)
Medical Supplies 2,000
Newsletter/Publications 3,000
Office Expense 2,400
Payroll
Admin. & Development 73,000
Caregiving .- 302,000
Meals 35,000
Rehabilitation 45,000
Transportation 8.000
Total Payroll 463,000
Permits & Licenses 1,500
Postage & Delivery 2,000
Professional Fees 7,500
(Audit, Consulting, Payroll)
Repairs & Maintenance 12,000
Special Events Expense 2,000
Telecommunications 8,000
Travel & Mileage 3,000
Uncategorized (e,g. Prop. Taxes) 200
Utilities 30,000
Van
Fuel & Service 4,600
Insurance 2,400
Total Van 7,000
Total Expense $706,000
Revised 12/l !YOO
ClTY OF CARLSBAD . COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION - 2000-2001
The following information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. All information requested must be provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
The application must not exceed a total of fifteen (15) pages, including the required
attachments as listed in the Checklist of Required Documents. Ten copies of complete proposal
package, including attachments, must be submitted prior to 5:00 PM on December 20rh to Frank
Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA 92008-
2389.
ADMINISTRATING AGENCY
Name of Agency: Service Cores of Retired tiecutives (SCORE1
Address: 550 West C Street, Suite 550, San Dieao. CA 92101
Federal Tax ID Number: 33-oR7Wlo
PROPOSED PROGRAM/PROJECT
rc Title of Program/Project: Small Business Owner Trainina Workshop Scholarshio Proaram
Location of Program/Project: Various Workshop Locations
Contact Person: Paul Hollenbach Telephone No.: 16191 557-7272
Requested funding Amount: $ ’ 5,ooo
Brief Description of Program/Project (Describe the work to be performed, including the activities
to be undertaken or the services to be provided, the goals and objectives of the
program/project, etc.):
Please see attached page.
Owning a business is a dream of many low and moderate income families and individuals.
Unfortunately, many small businesses fail because of a lack of training and preparation for
establishing a new business. The Small Business Owner Training for Low and Moderate Income
Carlsbad Residents Program is proposed as a pilot program to help residents successfully realize
their dreams and determine if program participants are in need of other assistance in starting their
businesses.
The Service Corps of Retired Executives (SCORE) is a national association of active and retired
business men and women who volunteer to share their expertise with those wishing to start small
. businesses, as well as owners of existing businesses. SCORE’s goal is to help America’s small
businesses prosper, and is sponsored by the U.S. Small Business Administration. SCORE
provides free one-on-one counseling and inexpensive workshops for those seeking assistance in
establishing a new small business or improving an existing business.
The Community Development Block Grant (CDBG) Program provides funding to benefit low
and moderate income households and persons. The cost of providing training such as SCORE
workshops to low ‘and moderate income individuals is an activity eligible for funding through the
CDBG Program. The proposed Small Business Owner Training for Low and Moderate Income
Carlsbad Residents Program would pay registration fees for the SCORE Workshop Series. The
Workshop Series includes training on how to build a successful small business, preparing
business plans, financing, marketing, bookkeeping/taxes, business operations, and legal issues.
A workshop is also available on methods for utilizing the intemet in a business.
Carlsbad residents from low and moderate income households will be encouraged to completed
income and asset declaration statements and submit them with registration applications for any
SCORE Workshop Series. Residents meeting income eligibility requirements will be allowed to
pay 25% of the normal workshop registration fee. SCORE will submit copies of the applicant’s
registration material, including the completed asset declaration statement and a Reimbursement
Request Form to the City, which will reimburse SCORE for 75% of the workshop registration
fee.
The Carlsbad Chamber of Commerce will be able to serve as a resource for the training program
since their offices are used as one of SCORE’s Free Counseling Centers located throughout San
Diego County, and information regarding the training program would be distributed through the
Counseling Center. Members of the Chamber may also serve as ambassadors for the program by
informing potential program participants of the available financial assistance.
.
4’
City of Carltbad
2001.2002 CDBG/HOME Funding Application
Pagq 3 ,
I. ORGANIZATIONAL ABILITY/CAPACITY /c
A. Thi agency is:
A Non-profit cl For-profit
cl Local public agency Cl State public agency
cl Other (Please specify.
8. What is the purpose/mission of the agency?
SCORE Matches volunteer business/management counselors with present and
prospective small business owners in need of expert advise regarding small
businesses. SCORE’s objective is to help America’s small businesses grow and
prosper.
C. How long has this agency been in operation? Please include the date of
incorporation?
36 years. Founded In 1964
D. How long has this agency been providing the proposed program/project?
- . New scholarship program
E. Please submit an organizational chart for the agency as Attachment A.
F. Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and. their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment B but not in lieu of a complete response.)
G. Please indicate your agency’s level of experience with the CDBG/HOME
program.
,C$BG/HOME proaram:
No or little experience, up to 1 year of using CDBG/HOME funds.
Some experience, 2 to 3 years of using CDBG/HOME funds.
q Moderate experience, 4 to 5 years of using CDBG/HOME funds.
cl Considerable experience, more than 5 years of using CDBG/HOME funds.
H. If you have received federal funds, including CDBG/HOME funds, in previous
years, have program violation findings ever been made against your
agencylorganization?
q No cl Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
.
Cify of Carlsbad 2001-2002 CDBG/HOME Funding Application
Page 4
II. FINANCIAL CAPACfTY/STABILfTY
A. Please submit the proposed budget for the program/project, itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget.
B. Did you receive any CDBG/HOME funds from the City of Carkbad within the last
two years (1998-99 and 1999-2000) for the proposed program/project8
x No cl Yes
If yes, please indicate amount and status of previously awarded funds (fully
expended, funds remaining, program/project discontinued).
CDBG/HOME funds
Amount Received Status
C. Did you receive any federal funds, including CDBG/HOME funding from other . . cities, last year (July 1999 - June 2000) i!
x No 0 Yes (Please list funds below.)
Proaram Source Amount Received
$ ’
III.
B. Will additional CDBG/HOME funds be required in future years for the project?
El No Yes (if City wishes to continue program)
BENEFtTS h BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Carlsbad
residentsi! (Please be specific such as direct services to client’s home,
transportation provided to and from facility, or relation to public transportation.)
A number of the classes in the workshop series are held at National University in.
Vlsta. Others are held in San Diego. Public transportation is available to
classroom facilities.
B. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%;
Please see the 1999-2000 Income Limits for the CDBG/HOME Program)
% of clients are at 30 percent or below of thearea median income
% of clients are between 31 and 50 percent of the area median income
% of clients are between 51 and 80 percent of the area median income
% of clients are above 80 percent of the area median income
(100% of scholarship recipients will be from households making 80% or less than
the area medlan Income.)
5l22po
City of Carlsbad
2001-2002 CDBG/HOME Fundlng Application
Page 5
C.
D.
E.
Please describe how low and moderate income persons’ will benefit from the
proposed program/project. Include the need or problem to be addressed, as
well as the population to be served or the area to be benefited.
low and moderate income residents will benefit by being better prepared to start
and operate a small business. The majority of small business failures are the result
of inadequate planning. Participating in SCORE Workshops help new and ,
prospective small business owners avoid the numerous potential risks and
problems which may cause a.small business to fail.
Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents.
Between 19 and 37 Persons of which m%are Carlsbad residents
Does your agency focus its activities on populations with special needs?
Y.
No III Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers & day laboren, Elderly, Children, etc.)
IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehabilitation, property acquisition, other construction related or new
public/community service program/project as Attachment D. The agency must
ensure the expenditure of all CDBG/HOME funds awarded within the program
year.
dersigned, do hereby attest that the,above information is true and correct to the best of
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
- Eligibility Determination:
_-_ _____-- ‘, http://www.score.org/association/profile.html
SCORE Prfile SCORE
SCORE Association Profile
The SCORE Association (Service Corps of Retired Executives) is a nonprofit association dedicated to entrepreneur education and the formation, growth and success of small business nationwide. SCORE is a resource. partner with the Small Business Administration (SBA). SCORE Association volunteers serve as “Counseiors to America’s. Small Business.” Working and retired executives and business owners donate their time and expertise as volunteer business counselors and provide confidential counseling and mentoring free of charge.
SCORE’s Web site mapping feature lets you Find SCORE via the 389 chapters in locations throughout the United States and its territories. Local chapters provide free counseling and low-cost workshops in their communities. SCORE was founded in 1964 and assists approximately 300,000 entrepreneurs annually. Each year, the SCORE Chanter of the Year is honored during Small Business Week in June. Walter H. Channing of Michigan served as the first volunteer president of SCORE. Emmett F. Gumm of Delray Beach, Florida is currently serving a two-year term as the national volunteer president of SCORE.
SCORE Statistics
1998 /c Nearly 4 million clients served with SCORE counseling since 1964.
1998 More than 1 million volunteer hours donated to assist entrepreneurs.
1998 More than 350,000 entrepreneurs assisted with counseling and workshops.
1998 More than 5,000 workshops or seminars conducted nationwide. -
5l22ROOO 1:5 1 PM
1 _
6 City of Carltbad
2001-2002 CDBG/HOME Funding Appllcafion
Page 6
/h Attachment C
Budget
$5,000 will allow between 19 and 37 low to moderate income Carlsbad residents to receive a scholarship
representing 75% of the registration fee for SCORE Workshops.
(Only 19 residents could obtain a scholarship if each of the fmt 19 to apply register for botJ the Series 1 and Series
2 Workshops, which normally costs $340 for both. Up to 37 residents could obtain a scholarship if applicants only
the Series 1 or Series 2 Workshops, which normally cost S 180 each.)
.-. .
5/22Po
City of Carlsbad
2001-2002 CDBG/HOME Funding Applicafion
Page 7
ATTACHMJZNTD
Schedule for Implementation
July I,2001 Distribute information and registration material regarding availability of scholarships.
August 1,200 1 Begin accepting registration materials for workshops from low and moderate Carlsbad
residents applying for scholarships.
September 1,200 1 Allow those approved for scholarships to begin attending workshop classes.
_
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CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PRoGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each personlagencylorganiiation interested in
being considered for CDBG/HOME funding. Ail information requested must be provided or’the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please .type or print clearly. Attach additional sheets or information as necessary.
The application must not exceed a total of fifteen (15) pages, including the required (
attachments as listed in the Checklist of Required Documents. Ten copies of the completed
application package, including attachments, must be submitted prior to December 22nd to
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA’
92008.
ADMINISTRATING AGENCY -&a &Amp&o -
Name of Agency:
Address: ‘. ‘P. 0. Box 410, San Luis Rey, CA 92068-9897.’
Federal’ Tax ID Number., j&3315571 i’ I
PRoPWED PROG~/PRoJEcT.’ Daily Food Program for Abused-and Negl&d Children Title of Program/Proiect: -
Location of Program/Project: ’ 4076 Mission Avenue, O&anside, California 92057
Contact Person: Robin Cook, DeveloPme’! _---Telephone No.: Jo 760 1 754-5500 ext. 28 ‘CoordlnatoC
Requested Funding Amount: $ “7,50°
Brief Description of Program/Project (Describe the work to be performed, including the activities
to be undertaken or the services to be provided, the. goals and objectives of the
program/project, etc.):
Casa de Amparo’s Daily Food Program provides 3 nourishing meals and 3 snacks per day for the
children living in Casa’s Crisis Center (approximately 150 children each year). This program is
designed to do more than simply feed the children. The meals are “child-friendly”, attractive, and
served in a relaxed atmosphere in an effort to help build the children’s spirits, and bolster their
emotional well-being. As a result, the children feel more comfortable, and are more receptive to the
other services we provide, such as on-site K-l 2 schooling, tutoring, therapy, medical treatment,
recreationat outings and sports. Overall ndal. To provide every child residing at the Crisis Center with
3 nutritiou,s meals and..3 snacks every day that will nourish their bodies and spirits. Obiective 1: Casa will continue to contract with Mission San Luis Rey to provide 3 meals and 3 snacks per day, as well
as dining room service on weekdays. Obiective 2: Casa’s weekend cook will prepare 3 nutritious
meals and 3 snacks for each day on weekends and holidays. Obiective 3: Casa will continue to
accept casual donations of specialty food items from the National Charity League that supplement the
food program. Obiective 4: Casa will continue tb participate in the Federal and State School Breakfast
and Lunch Program.(where Casa is. reimbursed per child); the AFDC program, which funds this ’ .program; and the USDA Commodities Program, where C&a receives foocI,$uffs at a considerably
reduced price. (Please see attached detailed program narrative.)
c
l
City of Carisbad
2001-2002 CDBG/HOME Funding Application
Page2
I. ORGANIZATIONAL ABil.iTY/CAPACiTY
A. This agency is:
I?!$ Non-profit cl For-profit
El Local public agency q State public agency
q Other (Please specify.) :
B. What is the purpose/mission of the agency3
The mission of Casa de Amparo is to provide safe shelter for children, and a :
continuum of prevention and treatment services to abused, neglected, and ’
at-risk infants, children and teens and their families. .~
C. How !ong has this agency been in operation? Please include the date%$.?
incorporationQ
i 22 years. Casa d&Ampar& received itg%Olc3 in on February 10, i&78. >T.
D. How long has this agency been providing the proposed program/project?‘,
,’ 22ye@s.’
E. Please submit an organiz$ional chart for the agency as Attachment A. Attached.
F. Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
..., ---- Attachmert B but not in lieu of a complete response.) _.- ;Sharon Delphenich, LCSW, Executive Director since 1996. She manages a staff of 80+ and -
i reports to a IO-member volunteer Board of Directors. She has 24 years’ administrative experience in
i social service and mental health programming. Chris Walsh, MFT, Clinical Director. He has been
1 on staff for 3 years, manages a staff of 18, and has 15 years’ experience in the mental health field.
!.Bernie Miles, Casa’s Facility Manager, supervises the Daily Food Program,holds a BA in
j psychology, and has 17+ years’ experience in children’s services and mental health work.
G. Please indicate your agency’s level of experience with the CDBG/HOME
program.
CDBG/HOME oroaram:
0 No or little experience, up to 1 year of using CDBG/HOME funds.
0” Some experience, 2 to 3 years of using CDBG/HOME funds.
Moderate experience, 4 to 5 years of using CDBG/HOME funds.
Considerable experience, more than 5 years of using CDBG/HOME funds.
r‘
‘I. .:
(Word:\APPUCATlON]
Revised: 1OKilOQ
.
I
.
City of Carlsbad
2001-2002 CDBG/HOME Funding Application.
Page 3
H. If you have received federal funds, including CDBG/HOME fun.ds, in previous
years, have program violation findings ever been made again$t your
agency/organizationi
.&l. No El Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
II. FINANCIAL CAPACITY/STABILITY ~u=$s&
A. Please submit the proposed budget for the program/project, itemizing revenues’
and expenses, to this application as Attachment C. Indicate how the-requested
CDBG/HOME funds would relate to the overall proposed budget. j Attach@. I L.- _ B. Did you receive any of the following ‘sources of funding from the City ofCarlsbad
within the last two years (1999-2000 and 2000-2001) for the proposed
program/project?
Sources of Funding
CDBG
Community Activities (General Fund monies)
If yes, please indicate amount and status of previously awarded funds (fully
expended, funds remaining, program/project discontinued).
Amount Received Status _ ._. CDBG/HOME funds -.-:L L~--.L- s6,500 I j mended for food program
Community Activities
..- -,.-
I-()- I .!!?A ! .,
B. Did you receive any federal funds, including CDBG/HOME funding from other
cities, last year (July 2000 - June 2001)?
cl No &f Yes (Please list funds below.)
Praaram Source Amount Received
‘O&@iSide CDBG ‘tista,c-g~ : _ I- --- ---7. ,
c.. -, will additional CDBG/HOME funds be required in future years for the project?
Cl No $I’:’ yes
(Wcxd:\APPUCAllON) ’ Retied: lOf3/00 *,
._~
‘i ‘.
*
> . C\fy of Carisbad
2001-2002 CDBG/HOME F&ding Application
Page 4
,-
I
iii. BENEFilS b BENEFICIARIES
A. How accessible or convenient is the proposed progrbm/project to Carlsbad
residents? (Please be .specific such. as direct services to client’s home,
transportation provided to and from facility, or relation to public transportation.)
Casa -de Amparo is located 12-15 minutes from Carlsbad and stands ready to
ishelter any abused, neglected, or abandoned child from that city’24 hours/day, 7
dayeeek, 365 days/year.
B. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%;
Please see the 2001-2002 Income Limits for the CDBG/HOME Program)
-
2 *loo % of clients are at 30 percent or below of the area median income “zLrs.5~ ( “. I :<.
% of clients are between 31 qnd 50 percent of the area median income
% of clients are between 51 and 80 percent of the area median income : *All of the children sheltered at Casa de AI$&o are on Aid to Depend& ($il&et-fand are !
considered low-income. :
C.‘ Please describe how low and moderate incomA/persons will benefit frzm the
proposed program/project. Include the need or problem to be addressed in
relation to Consolidated Plan housing and community development priorities, as
well as the .population to be served or’ the area to be benefited. (See
Consolidated Plan Prioritkl Casa de’ Amparo is the only emergency shelter in North County for children who have been abused,
abandoned, or severely neglected. Each year Casa cares for approximately 150 innocent victims of
violence and neglect. The children come from neglected, isolated, dysfunctional environments, and all
are low income. They have suffered many kinds of abuse, including physical, sexual, emotional, and,
frequently, severe neglect. Many of these children are also severely malnourished. Abused children
often have distorted images of their own bodies, have eating disorders, and have formed eating
habits that &Id be termed “survival mode”. This occurs because their parents or caretakers did not
address their nutritional needs, and did not teach them healthy.ea&g habits. %asa’s Daily Food
Program provides 3 nourishing meals and 3 snacks per day that not only nourishes the children, but
helps build their spirits and supports t&jr cmotiot@ well-being. . - ------ --- -__.. ~.__ .
D. Please indicate the number of clients, by hotiseholds or ,individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents. . . -
i ~vProjecteci Fyo2
-_
..!_A .- Households or ?I 50 ‘Persons of which
ln ~~00, 1 Carl&&t child&iv& 92 bed nights of care.
-15 % are Carlsbad residents .._
In FY99, S C&b~ldren r&&v& 105 bed nights of care.
E. Does your agency tocus its activities on ~O~UIUIIUI I> wlm speciakfieedsi! x
0” No M Yes (Please specify)
Pleas& specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, F&m
- workers & day laborers, Elderly, Children, etc.) -.-_-.. .~.- .___ -. --.-- -- -- --------__ ._ _ ___..
Casa’s residential Crisis Center serves children from nev(;boms to age 18, who have been abused,
neglected, or abandoned. Casa’s Child Development Center (pre-school and daycare for children 18
months to age 5) serves those who are at-risk of abuse, neglect, or domestic violence.
(WC~\APPLICATION)
Rev&d: 1OJ3100 “,
Clfy of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 5
IV. IMPLEMENTATION OF ACTIVlTY
A. Please submit a schedule for implementation of the proposed construction,
rehabilitation, property acquisition, other construction related or new public/community service
program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above
information is true and correct to the best of my knowledge. c ,
recut+ Dire&i i..L?e~~b&20 2000 ..I -. .I _.vI .' .
Signat& Title Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective: , . .
Eligibility Determination:
,i
(Word:\APPUCAllON)
Revised: 10/3/00
.- Casa de Amparo - Page 1.
Continued from Anplication Cover Sheet:
Daily Food Program for
Abused and Neglected Children
Program Description
Central to Casa’s work with the abused and neglected children living in its Crisis Center
is the Daily Food Program that provides 3 nourishing meals and 3 snacks per day for each child. This program is designed to do more than simply feed the children. The
meals are “child-friendly”, attractive, and served in a relaxed atmosphere in an effort to
help build the children’s spirits, and bolster their emotional well-being. As a result, the
children feel more comfortable, and are more receptive to the other services we provide,
such as on-site K-12 schooling, tutoring, therapy, medical treatment, recreational
outings and sports. Although Casa receives $36,590 from AFDC and $25,450 from the
Federal and State School Breakfast and Lunch Program to support this need, the totap&?*
cost is $96,058 that must be supported through private and other government funds.
We are deeply grateful to the City of Carlsbad for their past support of this program
through CDBG funds, and for last years $6,500 grant. 2
During the week, the children take their meals in the dining room at San Luis Rey
Parish, on whose campus Casa’s Crisis Center is located. However, the dining room is
only open Mondays through Fridays, and not on weekends or holidays. As a result,
Casa employs a Weekend Cook (who is supervised by the Facility Manager) to cover
those times. The Weekend Cook plans each weekend’s meals and snacks on the
Friday before the weekends, then prepares the food for Saturdays, Sundays and
holidays. The contract Dietitian provides professional input into the creation of a
nutritionally sound food program. Casa works to enhance weekend and holiday meals
with casseroles and snacks prepared on a casual basis by the local chapter of the National Charity League.
Casa documents program participation through Daily Occupancy reports which list all
pertinent information regarding each child residing at Casa, including: ethnicity, age,
gender, city or area the child was residing in, the date of intake, etc. This information is
entered into a spreadsheet that can then be used to compute totals and percentages.
*
Casa receives a portion of the cost of this program from AFDC ($36,590), is reimbursed
$25,450 from the Federal and State School Breakfast and Lunch Program, and
purchases (for $2,520) food stuffs that are worth far more, from the USDA Commodities
Food Program. In-kind meals and snacks are donated by the National Charity League
on a casual basis. In order to fund the balance, Casa will -- along with our request for
Carlsbad CDBG funds’-- submit a request for CDBG funds from the city of Encinitas. A
request for CDBG funds has been submitted to the cities of Oceanside and Vista. In
FYOI, Oceanside provided $7,500, and Vista provided $7,000. During FYOI , Casa - . . .!
Casa de Amparo - Page 2.
.-
received funds for this program from Target ($8,500) and the Stafford Foundation
($500). Both will be approached in FY02 for any remaining funding needs. Program
funders have proven their belief in the value of our work by providing annual support,
and we believe that they will continue to do so. However, we are always exploring new
sources of income for this and other programs, and will seek funds from new funding
entities to maintain this program.
Casa de Amparo
Agency Information
Background: Casa de Amparo’s mission is to provide safe shelter for children, and a
continuum of prevention and treatment services to abused, neglected, and at-risk
infants, children and teens and their families. Casa de Amparo was founded in 1978,
and received its 501~3 in 1979. Casa is regulated by California Community Care .J-z&~., “.“’
Licensing, County of San Diego Institution Evaluation Unit, and the State of California
Department of Education. .
Casa serves abused and neglected children, and children who are at-risk of abuse, from
newborns to age 18. Casa’s overriding goal is to break the cycle of violence and
victimization in which children and their parents are trapped. Casa operates a 24-hour
residential Crisis Center, for newborns to age 18, and a Child Development Center
(CDC), which provides free daycare and pre-school for children 18 months to age 5 who
are at-risk of abuse, neglect, or domestic violence. The Family Support Services
Program provides supervised visitation for children in foster care and parents who are
attempting to reunify with their children. All children and parents participating in Casa
programs are provided with counseling, advocacy, parenting education, and other
support services.
The Crisis Center provides immediate care and protection for abused and neglected
children in a loving, nurturing, residential environment where attention, educational
instruction, evaluation, and medical treatment are given in a non-intrusive and sensitive
manner. The Crisis Center receives children who have been removed from their homes,
or taken into custody by law enforcement agents, or Children’s Services Bureau. The
children attending the CDC have been identified as at-risk of abuse, neglect, or
domestic violence by family court, social workers, or Children’s Services Bureau. While
the children receive free daycare, their parents are required to attend family support
groups, parenting classes, and individual and family therapy. This intensive intervention
is aimed at keeping the child safe while living with their parents, and reducing or
eliminating the need to remove the child from the home.
Although Casa-serves the entire County, the vast majority of children served come from
North County; i.e. Vista, Oceanside, Camp Pendleton, Escondido and San Marcos. The
Casa de Amparo - Page 3.
ethnic breakdown of our clients is: Caucasian, 42%; Latino, 25%; African-American,
17%; American Indian, 7%; Asian/Pacific Islander, 6%; and Other, 4%.
This year, as the result of two new contracts with the San Diego Health and Human
Services Agency, Casa has significantly expanded its services. Specifically, this past
spring Casa was awarded a $350,000 County contract to provide EPSDT (Early
Periodic Screening, Diagnosis and Treatment Services) that will enhance the County’s
mental health services for children under the age of 21 and who are Medi-Cal eligible. In
addition, Casa was awarded a $50,000 County contract to become the North San Diego
County site for Supervised Family Visitation and Reunification Services for non-Casa
Crisis Center families. These services are integral to the safe transition back home for
children who have been removed from their families. (Over 40% of the children admitted
to Casa are returned home eventually.)
Financial: Casa’s FYOI budget is !$3,085,357, compared to FYOO’s budget of
$2,272,521. In FYOO, approximately 58% of the budget was funded from government
support, and the balance from private contributions Casa’s fiscal management is. +
overseen by the Board of Directors’ Treasurer, Dan Hammang, V.P. of Finance for
SONY, Inc., who has 20 years experience, and Carol Dunn, Casa’s Controller/Office
- Manager who has 24 years’ related experience. Casa uses the Micro Information
P.roduct (MIP) software for accounting and record keeping. The system is backed up twice a week. The last audit was completed on October 14, 2000 by Rushall Reital &
Randall of Solana Beach (copy enclosed). There were no audit findings.
Casa carries a $2 million liability insurance policy with Safeco Insurance which covers
employment practices, and directors and officers liability. Casa pays all payroll taxes
and worker’s compensation as required by federal and state law. Casa carries no bond
insurance, but current policy ensures that no check over the amount of $2,500 may be
written without two approved signatures (one of three Board Members, and the
Executive Director).
*** -:
F
- Casa de Amparo
Daily Food Proaram
FYO2 Budget
We request $7,500 toward the $34,016 balance needed to fund the Daily
Food Program’s annual cost of $96,058.
Item cost
Food Service
(AFDC pays $36,590,
__, Fed. & State School
Breakfast & Lunch
Program pays
$19,450)
Salaries
(weekend cook &
program supervisor)
Benefits
- Contract Dietitian
(24 hrs./yr.@$50/hr.
Food for weekends &
Snacks
(Fed. & State School
Breakfast & Lunch
Program pays $6,002)
Household supplies
Rent/kitchen/
Weekend
Transportation for Food shopping for
Weekend meals & snacks
$56,040
$17,324
$2,398
$1,200
$10,560
$3,110
$2,100
$806
Cost of food from
USDA Commodities
Food Program
$2,520
I‘ TOTAL $96,058
-
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SharomDelphenich
2051 Shadow Grove Way
- Encinitas, CA 92024
(619) 753-4112
Objective A position requiring management, organization and interpersonal skills in
the sdcial service, public administration, mental health or academic fields.
Education Master of Science in Social Work
San Diego State University, San Diego, California
License
Personal
Skills
Experience
Bachelor of Arts in Social Welfare
San Diego State University, San Diego, California
Licensed Clinical Social Worker, #L5757
Strong organitational ability, clear and articulate verbal and written
communication skills, confident public speaker, attention to detail and
awareness of the larger political and social perspective.
Director (March 1987 - June 1996) :
YMCA Oz San Diego, San Diego, California
Management of a 10 bed toed group home for adolescents, including
budget preparation, fiscal management, hiring, training and supervision of
residential and clinical staff, program and staff evaluation, and facility
management. Development of policy, procedure, and treatment program.
Writing, design and implementation of government contracts from
inception. Interface with contract monitors and Community Care
Licensing. Development of public image, client referral, and resource and
funding relationships through community presentations, paiticipation
ih networking organizations, television and radio presentations and linkage
with the County of San Diego, Probation, Department of Social Services
and other service providers.
Director (August 1983 -February 1987)
Family Growth & Counseling Center, Encinitas, California
Designed and implemented from concept to reality a counseling and
education center on the site of a traditional YMCA facility. Responsibilities
included securement of space, development of program, on-going
recruitment of professional presenters, hiring.and supervision of clerical
and clinical staff, budget preparation, fiscal management and community
networking. Designed and implemented annual North County Adolescent
Conference, bringing together school, law enforcement, therapists, and
service providers with a common interest in adolescents. Coordinated all
aspects of annual fundraising events, including an international jazz
festival. -
,..“. - .
- __
Director (August 1976 - July 1983)
YMCA Oz North Coast, Carlsbad, California
Management of a 6 bed toed group home for adolescents, including -
responsibilities similar to those listed above. A notable difference was the -:
suburban environment and the need to develop relationships with
numerous city and county entities, including schools, law enforcement and
government offices. During my tenure funding was increased from one
source to five.
Private Psychotherapist (March 1978 - August 1983)
Encinitas, California
Positive Parenting Instructor (March 1978 - November 1981)
Encinitas, California
Counselor (September 1975 - July 1976)
YMCA Oz North Coast, Carlsbad, California
Assisted in the initial set-up of a new program, including the securement
of space, hiring of staff, community relations, design of paperwork and
record keeping systems. Responsible for recruitment and supervision of
clinical interns, coordination of volunteer staff, provision of public
education and counseling and casework services to adolescent clients
and their families.
CounselorlPR Coordinator (January 1975 - September 1975) z ’
Crisis House, Incorporated, El Cajon, California
Provided counseling and casework to families, youth and individuals.
Prepared media releases and developed community relations.
-
References available upon request.
Bernie Miles
7912 Whelan Drive
San Diego, Ca 92119
Home Phone 464-1651 . _. ,
OOJECYWE ; --. __‘. _..
Seeking a position which will enable me to use my supervisory and therapeutic skills within
a psychosocial environment.
05/92-Present
WODK fUSYOllY
Programtianager Children ‘s Services, St. Mncent de Paul village
As a member of the Village management team my responsibilities include: implementation of
the service delivery design in the Childre~‘s Services Program, coordinating special events,
acting as a liaison between the Village and other agencies or philanthropic orgauizations,
designing and implementing policies andpnxedmes. Recruiting, training, supervising and
eval~tmg’progiam stafT aiid vol&it&rs, &ilitating groups and inservices for parents, teens
and staff. Representing the village in the Children Services Bureau/Community Based
Orgamzation Partnership Task Force.
11187-l l/96
OS/8648 7
1 l/84-8/86
02181483
Prograin CobrdinatoKhild Development Counselor, San Diego Center for Children
Provided supervisory coverage in conjunction with the Unit Manager. Held the responsibili~’ -’ ‘
for tit staffing; team member in recruitment, training and performance evaluation for Child
Development Counselors. Trained staff in Professional Assault Response Training (PART.).
As a Child Development Counselor direct care provider for Severely Emotionally Distt&ed
(SED) children in a residential setting. Promoted a safe, and muturing therapeutic
environment. Employed Full time and Part time on call over the years.
Mental Health Worker, Lutheran General Hospital Park Ridge IL.
Responsibilities included admission and intake interviews with parents and patients, parent
training, verbal group therapy, daily SOAP charting of patient progress, one to one meetings
with patients, case management duties, crisis intervention, and participation in recreational
and occupational therapy.
Psychiatric Technician, St. Joseph Hospital E&in IL.
Responsibilities included admission and intake interview with adolescent and adult patients,
intake information from admitting party of the adolescent, group and individual therapy,
primary casemanagement duties, assisted with unit recreational and activity therapy, and
participation in management of assaultive behavior.
Child Care Worker, Hepzibah Child Care Association, Oak Park IL.
Acted as a direct caregiver to children in a school-age before :and after school program.
Planning and implementing appropriate curricula for a specific age groups were the primary
responsibilities.
Bachelor of Arts in Psychology. Northern Illinois University, Dekalb, IL. May 1985
Minor in Sociology
l Computer Literate - Knowledge of Word Processing Database. 8z Spreadsheet Programs.
l ICA Training - Institute for Cultural Affairs, Basic Group Facilitation Methods.
l FutureQuest Program - Drug Prevention program for school age children.
8
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CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. All information requested must be provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please type or print clearly. ‘Attach additional sheets or information as necessary.
The application must not exceed a total of fifteen (15) pages, including the required
attachments as listed in the Checklist of Required Documents. Ten copies of the completed
application package, including attachments, must be submitted prior to December 22nd to
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA
92008.
ADMINISTRATING AGENCY
Name of Agency: Women's Resource Center
Address: 1963 Apple Street; Oceanside, CA 92054
Federal Tax ID Number: 95-2932237
PROPOSED PROGRAM/PROJECT
Title of Program/Project: Alternative to Abuse
- Location of Program/Project: Confidential
Contact Person: Marva Bledsoe TelephoneNo.: 1 760 1 757-3500
Requested Funding Amount: $ 12,000
Brief Description of Program/Project (Describe the work to be performed, including the activities
to be, undertaken or the services to be provided, the’ goals and objectives of the
program/project, etc.):
Women’s Resource Center’s long-established purpose is to address the needs of persons experiencing
family violence in order to impact the incidence and effect of such violence. Since its inception, the
Centerhas been dedicated to enhancing the lives of families by assisting persons in crisis develop
their own self-help skills. Women’s Resource Center has a twenty-six year history of providing
comprehensive and focused assistance to victims in order to enable them to break free of abusive
situations and create healthy, productive lives.
Domestic violence has no single cause or simple solution. The needs of victims, abusers and their
children are many and varied. Women’s Resource Center addresses all these needs with well-
established programs which have proven their effectiveness: a shelter for battered women and their
children; crisis intervention services; a program for emergency motel placement when the shelter
is full; information and referral; counseling for victims and abusers; a full service drop-in center;
a court-approved Family Violence Intervention Program for abusers; a program especially designed
for the children in violent families; and, a 24-hour crisis hotline. Of course, the best of all strategies
for dealing with family violence is to prevent it from occurring in the first place and Women’s
Resource Center has a comprehensive public education component.
continued next page
.
- Continued: . . . ton of Program/Project (Descnbe the work to be perfo&cluding the actrvties to be . . u ndertaken or the services to be provided, the goals and objectrves of the program/p roiect, etc.L I
As a part of the services, Women’s Resource Center provides the Center maintains a 26-bed battered
women’s shelter, Alternatives to Abuse. This facility provides safe, emergency housing, supportive services,
and counseling to victims of family violence and their children, who are fleeing their dangerous and
potentially life-threatening environments. Women’s Resource Center’s shelter is the only domestic violence
facility in North County that accepts boys over the age of 10 and girls over the age of 12 in residence with
their mothers. The availability of a shelter like Alternatives to Abuse is particularly critical to low and
moderate income victims. These women and children do not have the financial resources to use motels for
emergency housing as they must flee the violence in their homes. Without Women’s Resource Center’s
shelter facility, they have no source of affordable safe refuge. As this project is an existing one,
implementation will be immediate.
Women’s Resource Center receives funding from a variety of sources. Please see Attachment F for a
detailed budget for the agency 2000-01 Fiscal Year. Women’s Resource Center uses monies such as those
from the City of Carlsbad Community Development Block Grant (CDBG) funds to serve as “matching
funds” for other sources of funding including grants through the County of San Diego, the State of
California Department of Health and the City of Oceanside. This enables the Center to leverage these funds
for maximum benefit. For fiscal year 2001-2002, it is anticipated that City of Carlsbad Community
Development Block Grant (CDBG) will be leveraged at a rate of approximately 25 to 1.
For Women’s Resource Center’s line item shelter project budget, please see Attachment C. This budget
provides for safe shelter, food, supportive services, counseling, case management and 24-hour staffring for
security. Based on Women’s Resource Center’s project shelter occupancy, the total shelter budget cost is
approximately $25.52 per day per client served with the cost to the City of Carlsbad for Carlsbad residents
being $ .78 per day.
Women’s Resource Center has a proud and proven reputation for providing quality, critically needed
community programs and services to North County residents in an effective, efficient and fiscally
responsible manner. The Center’s management systems and service delivery abilities have repeatedly
demonstrated Women’s Resource Center’s capacity to successfully implement programs to impact the
incidence of domestic violence in our area.
1-A
,dity of Cc&bad
2001-2002 CDBG/HOME Funding Application
Page 2
I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
m Non-profit a For-profit
0 Local public agency. 0 State public agency
cl Other (Please specify)
B. What is the purpose/mission of the agency?
Women’s Resource Center is dedicated to serving the needs of individuals and families
threatened or victimized by domestic violence and sexual assault through supportive
services, counseling, shelter and education.
C. How long has this agency been in operation? Please include the date of
incorporation?
D.
Women’s Resource Center has been in operation since 1974 and was incorporated in May
1975. How long has this agency been providing the proposed program/project?
Women’s Resource Center’s shelter, Alternatives to Abuse, opened in May of 1980.
E. Please submit an organizational chart for the agency as Attachment A.
F. Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment B but not in lieu of a complete response.)
Women’s Resource Center’s volunteer Board of Directors serves as the agency’s
policy-making body and actively participates in funding, planning and program
development. The Executive Director of Women’s Resource Center, Marva Bledsoe, serves
as chief executive officer for the agency and administers all funding and program activities.
continued next page
G. Please indicate your agency’s level of experience with the CDBG/HOME
program.
CDBG/HOME proaram:
q No or little experience, up to 1 year of using CDBG/HOME funds.
0 Some experience, 2 to 3 years of using CDBG/HOME funds.
Moderate experience, 4 to 5 years of using CDBG/HOME funds.
Considerable experience, more than 5 years of using CDBG/HOME funds.
(Word:\APPLICATION)
Revised: 10/3/00
/4 Continued: t - e describe the aqncy s exist ing . . - staff nosrtions d irectlv resnonsible for the nronosed nropram/nroiect . . and their qualrlication and experience m implementing such a program/project,
Ms. Bledsoe has been associated with Women’s Resource Center for twenty-one years, assuming the role
of Executive Director in 1980.
Women’s Resource Center has a total staff of 27 full and part-time persons for all program areas. Of this
number, seven provide full or part-time staffing to the Alternatives for Abuse shelter program. Megan
Kunkle, the project administrator for Alternatives to Abuse has been with the Center five years, has a
Master’s degree in counseling. Ms. Kunkle is responsible for the day-to-day operation of the program and
is supervised directly by Ms. Bledsoe. The line staff at the Alternatives shelter include live house managers
who are responsible for the 24-hour supervision of the shelter facility and program, a part-time case-worker
who provide case management services and a part-time counselor who is responsible for the therapeutic
treatment elements of the program. The house managers vary in length of employment at Women’s
Resource Center from one to nineteen years with three of the house managers having been with the agency
over thirteen years. Their previous employment experiences range from teaching to sales to homemaking
to home health aid. The caseworker at Alternatives has a bachelor degree and a background in social
service. She has been associated with Women’s Resource Center for a number of years. The counselor at
Alternatives is master degree level and has been with the Center for three years.
In addition to paid staff, Women’s Resource Center continues its extensive use of community
- volunteers. We are especially proud of the fact that our volunteer ranks number over 160---and 38 of these
wonderful volunteers live in the City of Carlsbad!
2A
city of Carltbad
*PO01 -2002 CDBG/HOME Funding Application
Page 3
,- H. If you have received federal funds, including CDBG/HOME funds, in previous
years, have program violation findings ever been made against your
agency/organization?
l!.t No Cl Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
Ii. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget.
B. Did you receive any of the following sources of funding from the City of Car&ad
within the last two years (1999-2000 and 2000-2001) for the proposed
program/project?
Sources of Fundinq
CDBG
Community Activities (General Fund monies)
No Yes
q q
cl I3
If yes, please indicate amount and status of previously awarded funds (fully
expended, funds remaining, program/project discontinued).
Amount Received Status ,.
CDBG/HOME funds 1999-00 7,350.OO fully expended 2000-01 7,500.OO fully expended Community Activities
B. Did y& receive any federal funds, including CDBG/HOME funding from other
cities, last year (July 2000 - June 2OOl)?
El No IJ Yes (Please list funds below.)
Proaram Source Amount Received
City of Oceanside ; 9,600
$
C. Will additional CDBG/HOME funds be required in future years for the project?
q No P Yes
(Word:\APPLICATION)
Revked: 1013/GQ
.
ditv of Carlsbad
*?Odl -2002 CDBGIHOME Funding Application
Page 4
III. BENEFITS h BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Co&bad
residents? (Please be specific such as direct services to client’s home,
transportation provided to and from facility, or relation to public transportation.)
Located confidentially in immediately adjacent Oceanside, the shelter is readily accessible to
Carlsbad residents and is located along a public transportation route. Also, as there is no
battered women’s shelter in the City of Carlsbad, Alternatives to Abuse is the sole resource
for safe refuge for Carlsbad residents.
B. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%:
Please see the 2001-2002 Income Limits for the CDBG/HOME Program)
% of clients are at 30 percent or below of the area median income 3 8
% of clients are between 31 and 50 percent of the area median income 4 1
12 % of clients are between 51 and 80 percent of the area median’income
9 % of clients are above 80 percent of the area median income
C
C. Please describe how low and moderate income persons will benefit from the
proposed program/project. Include the need or problem to be addressed in
relation to Consolidated Plan housing and community development priorities, as
well as the population to be served or the area to be benefited. (See
Consolidated Plan Priorities)
The problem of family violence in our Nation is frightening. By providing a safe haven,
Women’s Resource Center’s shelter benefits those victims who are in danger and need secure
temporary housing. Low income families in particular do not have the financial resources to
seek refuge from their violent households,in motels or similar lodging arrangements. They
need the availability of shelter facilities to provide them with safe haven.
continued next page
D. Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents.
E.
1 I , ~mHouseholds or Persons of which 2% are Carlsbad residents
Does your agency focus its activities on populations with special needs?
I3 No w Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers & day laborers, Elderly, Children, etc.)
The population served by Women’s Resource Center is families threatened or victimized by
domestic violence. Shelter services focus on women and children who are victims in need of
safe, emergency housing.
(Worck\APPLICATION)
Revised: 10/3/OO
Continued:
P~ahowproject. lude the need or problem to be addressed in relation to Consolidated Plan housing and community
development priorities, as well as the population to be served or the area to be benefited.
Program experience since the shelter’s inception in 1980, indicates that an average of 80% of the shelter
residents are low and/or moderately low income persons as described by the County of San Diego. These
income guidelines are well within the 2001-2002 CDBG income levels.
Women’s Resource Center’s Alternatives to Abuse program meets all of the three broad national objectives
outlined the City’s Request for Proposals. Specifically, the program: 1) provides a direct benefit to low and
moderate income persons; 2) addresses the elimination of blight; arn8,3) meets an urgent community need
because existing conditions pose a serious and immediate threat to the health and welfare of the community.
1) Program experience since the shelter’s inception in 1980, indicates that in excess of 80% of the
shelter residents are low and/or moderately low income persons as described by the County of San
Diego.
2) From a broad perspective, for an abused woman and her children to remain in a battering
situation is dangerous and can be life-threatening. All available data on the incidence of family
violence speaks to its “blighting influence” in the community.
3) Family violence is a major problem in our nation today. It cuts across all racial, age and
economic lines and shatters families at every level of our social structure. Domestic violence occurs
in staggering proportions across the nation with researchers estimating that as many as four million
persons are being victimized. Once begun in a relationship, a pattern of violence will escalate both
in frequency and severity. Victims must have safe havens available to them where they can go for
shelter and counseling as they plan for a violence-free tomorrow. Also, we must look farther into
thefuture. Family violence is cyclical in nature, violence in one generation begets violence in the
next. The home, not the street, is the “nursery school for violence”.
Shelter programs must be available to assist victims in crisis and to provide effective interventions to stop
this cycle of violence. To continue to tolerate abuse in the family is to assure a violent future. Addressing
the issue of domestic violence is an urgent community need.
In addition to meeting these National Objectives, Women’s Resource Center’s shelter project meets all three
of the local Community Development Objectives. Specifically,
1) Affordable Housing: Women’s Resource Center’s Alternatives to Abuse provides shelter services
to families who are rendered homeless as they flee the violence in their home.
2) Social Services (General); Women’s Resource Center’s Alternatives to Abuse provides for the
basic needs of lower income persons including food, shelter and clothing. Additionally, counseling
is provided.
3) Social Services &Z.hildren and Adults; Women’s Resource Center’s Alternatives to Abuse
provides for the special needs of adults and children who are victims of domestic violence and who
require safe, confidential shelter.
The population served by Women’s Resource Center is families threatened or victimized by domestic
violence. Shelter services focus on women and children who are victims in need of safe, emergency housing.
4A
City of Carlsbad
.20dl-2002 CDBG/HOME Funding Application
‘Page 5
,- IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehabilitation, property acquisition, other construction related or new public/community service
program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME
funds awarded within the program year. I,, the undersigned, do hereby attest that the above
information is true and correct to the best o\my knowledge.
M*bl&cC Executive Director 12/14/00
Signature Title Date
Date Received:
Date Reviewed:
Staff Person Completing Review: .
National Objective:
Local Objective:
- Eligibility Determination:
(Word:\APPLICATON]
Revised: 10/3/00
ATTACHMENTS
A. Organizational Chart
B. Resumes of identified key personnel
C. Proposed budget, itemizing revenues and expenses
D. Implementation Schedule for Construction
E. Acquisition of Property or Construction Related Projects
F. Agency general budget
e
,-
-
ATTACHMENT A
-
C
1 ATTACHMENT A 32 - gz . es
ATTACHMENT B
-
ATTACHMENT B
Name: Age: Marital Status:
)XXJXTIa
Dates. .Dearee.
1965 B.A.
1976 L.L.B.
Marva Bledsoe 56 Married (Ray Rhubottcxn) 3 children, ages 28, 30
Field- School ad kmtion
Pre-law University of California Criminology Berkeley, CA
1978 N/A Real Estate License
-
and 31 years
La Salle Extension University cJlicag0, Il.
State of California Dept. of Real Estate
1980 - PRESENT wcNEN's RESOURCE fcl3mER Oceanside, CA
Serve as chief adninistrative officer for non-profit human care corporation which provides counseling, wrtive services and shelter to families victimized by dmestic violence and sexual assault. Responsible for over-all administration of program, including annual budget of approximately $ 1,450,000, staff of 42 and volmteer contingency of almst 160.
1993-1994 OCEANSIDE CBMBEROFCCWERCE Oceanside, CA
Servedaspart-tim interiumExecutiveDi.rector for aneightmnthperiod &ing which tim established accounting, business and office procedures for a 700 member Chamber of Cmmerce. Assisted with fund raising activities and directly supervised a staff of six.
1978-1980 WaaN'S RFsaJRcE CENTER Ckeanside, CA
Served as battered wmen's shelter mxdinator.
1978-1979 AxTIoNREwrY Oceanside, CA
Realtor Associate specializing in secondazy finance loans.
1976-1978 TIMESADVKXENEWSPAPER sarlMarcos, CA
Senior Circulation Mvisor supemising San Marcos distribution of Times Advocate newspaper.
1973-1976 TOP- sanMarcos, CA
UnitManager fordirect sales product and personnel management.
1968-1970 lXPAR'JMENTOFEVBLICWELJZWZ San Bernardino county Qltario, CA
Made del32mination as to eligibility for public assistance and as to need
for crisis intervention comseling services.
1967-1968 IEPANMENTOFPUELICWELEARE SanDiegoComty I Eliscondido, CA
Perfomed initial intake service and eligibility determination for adult disabled aid. Served as the blind aid specialist for the Escondido
office. . .
1966-1967 IXPAR~OFPUBLICWELEARE Salt Lake City, Utah
Semedas anAidto FmilieswithDependent Chiltiservices casemrker responsible for a 70 family caseload.
CMC m WV =‘-JJMTIEi
Oceanside Chamber of Cmmrce Board of Directors, 1982-88, 93-present
Oceanside Chamber of Cmmerce President, 1988
&emide Cha&er of Cmmerce Treasurer, 1997-98 and 1998-00
Oceanside Economic Pevelopnent Council Board of Directors, 1988
United Way of North County Board of Directors, 1988-1990
Tri-City Hospital Cormunity Health Care Advisory Council, 1996-present
Soropthist International of Vista, 1989-90 Wcman of Distinction
Oceanside Tomrrow Task Force Steering Cmnittee, 1984-1989
Oceanside Centennial Ccxmittee, Member-at-Large, 1987-88
City of Oceanside Task Force for the Hcmeless Vice-Chair, 1989
Member, Soroptimist International of Oceanside, 1989-present
Cmmmity Leadertip Conference Steering Umnittee, 1983,1988, 1989, 1997, 1998,
1999, 2000
Mayor's Miniority Roundtable Crime Prevention Task Force,1989-90
Oceanside School District Affirmative Action Advisory Comnittee, 1990-1992
Oceanside wr Days Co-Chair, 1989, 1993, 1994, 1995, 1996, 1997, 1998, 1999
Oceanside Ha&or Days Treasurer 1990 - present
El Camino High School "Wildcat Winner", 1988
Blade Tribune Citizen of the Year Selection Ccmnittee, 1988 and 1994
Martin Luther King Jr. Civic Award Selection Ccamittee 1994, 1997-2000
Car&bad Char&r of Ccmnerce Admimhistrative Cmmittee, 1986
Women's Resource Center Battered Wcnnen's Shelter &b&my Board, 1978-79
United States De-t of Defense Joint Civilian Orientation Conference, 1986, representing w Pendleton
Tri City Fire Services Task Force, 1985
Oceanside Tcmmrow Task Force Chairperson, 1984, 1985, 1986
City of Oceanside Healthy Cities Cmmittee, 1993-1995
APPLICATION FOR EMPLOYMENT
Women’s Resource Center
3355 M&ion Avenue, Suite 111
Oceanside, CA 92054
(619) 757-3500
99
F-4 form must be filled out In a compleh-andJegiblkmaoneC We are an equal opportunity employer, dedicated to a policy of non-
rlmlnatlon In employment on any basis including race, creed, color, age, sex, religion, national origin, marital status or disability. All . .filoyment at Women’s Resource Center Is emolovment at will.
-
PERSONAL INFORMATION
NAME: / us1 FIR 1 ..-
PRESENT ADDRESS: ,
NO. STRER ' CITY STATE ZIP J
4RE YOU RELATED TO ANYONE IN OUR EMPLOY: q ye w NO IF YES, GIVE NAME:
4RE YOU RELATED TO ANYONE ON OUR BOARD: 0 YES R NO IF YES, GIVE NAME: I 9 ORE YOU DR HAVE YOU EVER BEEN A VOLUNTEER FOR Us: I4 y= UN“ IF YES, GIVE DATES: -7 .-
R yes
I
iRE YOU A U.S. ClTlZEN? IF NO, CITIZEN OF: Y
BY WHOM WERE YOU REFERRED:
RRE YOU EMPLOYED NOW? Fii YES IF YES, MAY WE CONTACT YOUR PRESENT EMPLOYER? YES q N0
HAVE YOU EVER APPLIED TO THIS AGENCY BEFORE? 0 YES NO IF YES, WHEN: POSITION:
EMPLOYMENT DESIRED
TRANSCRIPTS MAY BE REQUIRED PRIOR TO HIRING
LEVEL NAME AND LOCATlON OF SCHOOL YEARS ATTENDED DATE GRADUATED SUBJECTS STUDIED
HIGH
SCHOOL
COLLEGE 1 3 LjFd, 1 LL)pjq
~._
GRADUATE II I =j-iJyJfs Jz&lyr-@&~ - SCHOOL I4 .^
AREAS OF I I
SPECIAL STUDY I
TRADE, BUSINESS I I I I OTHLR I . I I I
FOR SECREl-ARIAL AND CLERICAL APPLICANTS
DICTATION SPEED: -wm TYPING SPEED: -wm CAN YOU OPERATE A DICTAPHONE q YES b’
A CALClJlATOfC q YES ON0 A COMPUTER: q YES q N0 WHAT COMPUTER PROGRAMS CAN YOU OPERATE:
OTHER
DO YOU HAVE ANY PHYSICAL CONDITION WHICH WOULD PREVENT YOU FROM CARRYING OUT THE RESPONSlBlLlTlES OF THIS
POSITION? q YES HNO IF YES, DESCRIBE: . \
HAVE YOU NER BEEN CONVICTED OF A MISDEMEANOR OR FELONY? YES UN0 IF YES, FOR WHAT AND WHEN?
CONVICTION WILL NOT NECESSAR
-
DulJz I ,I A . . I 4.7 -
DO YOU HAVE A VALID DRIVER’S LICENSE? YES UN” STATE: (y- NO. c f YTt325! MP. DATE :
DO YOU HAVE AN AUTOMOBILE? UN“
DO YOU HAVE CURRENT LIABILITY CAR INSURANCE COVERAGE? YES ON” COMPANY:
t
FORMER EMPLOYERS
USLEMPLOYERS-EOFUAST R&BEGlM-SICURENI
SUPERVfSORS NA.ME: swrfcn ’
s (3 WV C Y&i4
.- .
EMPLOYER’S NAME: lAIbmm’5 Th?253uf& bl3T-T . . JOBTITLE: h&-I 1 w ml LL.nkF I r
SPECIAL SKILLS. ACTIVITIES and INTERESTS
IN WHAT FOREIGN LANGUAGES ARE YOU FLUENT? SPEAk WRITE: READ:
(When enswering thr following questbn, aelude orgenhetbns with namol/goeb/cheractmx which might Indiceta tha 11ce. creed. cobr, rel$b& su, op., merital sfatus or national orkin of members..)
IN WHAT ACTIVITIES DO YOU PARTICIPATE (CIVIC, ATHLETIC, etc.)
7
TO KNOW ABOUTYOU? tb< WmL! Lti i-?j :J- &m CL 6j@A+ , -_ o#ndn 7x I
REFEREN& 4 - u ‘I 1
LISTEELVF~ OF THBFF PFF 1 FAqT 1 WARa
I NAME ADDRESS A P&NE +j,+“i 36 -aso BUSINESS
2. P-M m.mhm&ri)T;%m rm=w/
ADDRESS L PHONE ‘j’D. u 1 BUSINESS
3.
ADDRESS & PHONE
I AUTHORIZE INVESTlCATlON OF ALL STATEMENTS CONTAINED IN OMISSION OF FACTS CALLED FOR IS CAUSE FOR DISMISSAL WlTHOUT ANY NOTICE.
2 LlilT:
YEARS‘dQUAIKTED
DATE: q/+/q s’ SIGNATURE:
FOR OFFlCE USE ONLY
FIRST INTERVIEW By:
REMARKS:
SECOND INTERVIEW By:
REMARKS:
WILL REPORT:
DATE: SCHEDULED FOR SECOND INTERVIEW: q YES UN?
DATE: HIRED: 0 YEA UN“ SALARY:
LEfTER SENT:
h tei
.
ATTACHMENT C
-
ATTACHMENT C
.- CDBG PROJECT BUDGET
Organization:
Project Title:
I Women s Resource Center
use I Battered Women s Shelter
ITEM CDBG OTHER FUNDS TOTAL
Amount Amount Source Amount
PERSONNEL:
-Salaries:
S.D. County / State D.H.S. 125,483
S.D. County 18,945
Private Funding: 11.211
* House Managers (5) 10,000 115,483
* Director Residential Services 18,945
* Counselor 11,211
* Children’s Counselor 7,509
* Director Business Services 10,288
* Executive Director 25,000
* Case Managers 29.704
~ State D.H.S.
State D.H.S.
7,509
10.288
S.D. County 25,000
S.D. Countv / State D.H.S. 29.704
-Fringe benefit@ 12% of salaries* 2,000 25,377
UTILITIES/TELEPHONE 14,400
OFFICE SUPPLIES 1,800
REPAIRS 6,000
MILEAGE 1,200
WORKER’S COMP INS. 6.570
27,377
14.400
S.D. County/Private Funding 1,800
State D.H.S Private Funding 6.000
~ State D.H.S.
State D.H.S./Private Funding
1,200
6.570
S.D.Countv/Private Funding GEN. LIABILITY INSUR.
SHELTER ALARM
FOOD/CLIENT SUPPLIES
MEDICATION/MEDICAL
AUDIT
5,000
500
12,000
3,000
2.000
5,000
500 Private Funding
S.D.Countv/Private Funding 12,000
3,000
2.000
Private Funding
State D.H.S.
MISCELLANEOUS 1,200 Private Funding 1,200
I I
TOTALS llllllll 309.187
* FICA, DI, SUI and Medical
State D.H.S. = State of California Department of Health Services
.
.
/I CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. All information requested must be provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
The application must not exceed fifteen (15) pages, including the required attachments as listed
in the Checklist of Required Documents. Ten copies of the completed application package,
including attachments, must be submitted before December 22 to Frank Boensch, Housing and
Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA 92008.
ADMINISTRATING AGENCY
Name of Agency: Catholic Charities, Diocese of San Dieso
Address: 349 Cedar Street, San Dieao, CA 92101
Federal Tax ID Number: 23-73340 12
PROPOSED PROGRAM/PROJECT
Title of Program/Project: La Posada de Guadalupe - Operations
r Location of Program/Project: 2472-78 Impala Drive, Carlsbad, CA 92008
Contact Person: Eddie Preciado Telephone No.: ( 760 1929-2322
Requested Funding Amount: $20.000.00
Brief Description of Program/Project (Describe the work to be performed, including the activities to
be undertaken or the services to be provided, the goals and objectives of the program/project,
etc.):
(see attached for further detail)
La Posada is a unique 50-bed facility serving homeless males with basic services of shelter, food
and case management assistance directed at employment and permanent housing. Funds will
be used to support operations to serve a continued increase in caseload and to achieve the
intended outcomes.
City of Carisbad
2001-2002 CDBG/HOME Funding Application
Page 2
I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
1x1 Non-profit
0 Local public agency
0 Other (Please specify.)
cl For-profit
cl State public agency
0. What is the purpose/mission of the agency? A community service ministry that exists to
witness actively on behalf of the scriptural values of mercy and justice, to acknowledge the sacredness
of the human person, to enhance the quality of life for all, to advocate for a just society, to call men
and women to action on behalf of the poor, and to promote self-determination for all.
C. How long has this agency been in operation? Please include the date of
incorporation? Since 1919 as the social service agency of the Roman Catholic
Diocese; officially incorporated as 501 (c ) (3) in February 1974.
0. How long has this agency been providing the proposed program/project? Since
November 1992
E. Please submit an organizational chart for the agency as Attachment A.
F. Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment B but not in lieu of a complete response.)
Department Director: Acts as liaison with City, responsible for budgeting, program
development and evaluation, fundraising. Ten years shelter and administration
experience.
G.
Program Manager: Responsible for daily program and facility operations, staff,
volunteer and client supervision, oversees client intake, case planning, referral,
and meal planning and preparation and food storage.
Please indicate your agency’s level of experience with the CDBG/HOME program.
CDBG/HOME Droaram:
cl No or little experience, up to 1 year of using CDBG/HOME funds.
cl Some experience, 2 to 3 years of using CDBG/HOME funds.
cl Moderate experience, 4 to 5 years of using CDBG/HOME funds.
(Xl Considerable experience, more than 5 years of using CDBG/HOME funds.
H. If you have received federal funds, including CDBG/HOME funds, in previous years,
have program violation findings ever been made against your
agencylorganization?
(Xl No cl Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
II. FINANCIAL CAPACITY/STABILITY
(Word:\APPLICATION)
Revised: 12/12/00
City of Carisbad
2001-2002 CDBGIHOME Funding Application
Page 3
A. Please submit the proposed budget for the program/project, itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget.
B. Did you receive any of the following sources of funding from the City of Carisbad
within the last two years (1999-2000 and 2000-2001) for the proposed
program/project?
Sources of Fundinq
CDBG
Community Activities (General Fund monies)
If yes, please indicate amount and status of previously awarded funds (fully expended, funds
remaining, program/project discontinued).
CDBG/HOME funds
Community Activities
Amount Received Status
$60,000. 2000/01 (capital) Project in process
$ 8,500. 2000/01 (operating) % funds expended
$30,000. 1999/00 (capital) Project in process
B. Did you receive any federal funds, including CDBG/HOME funding from other
cities, last year (July 2000 - June 2001)?
El No (Xl Yes (Please list funds below.)
Proaram Source Amount Received
FEMA $34,000.
FESG $65,000.
C. Will additional CDBG/HOME funds be required in future years for the project8
Cl No Yes
iii. BENEFITS 8, BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Carisbad
residents? (Please be specific such as direct services to client’s home,
transportation provided to and from facility, or relation to public transportation.)
Project is located within the City of Carlsbad, near work projects, adjacent to
safety center near El Camino Real, and less that 1 mile from bus stop.
B. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%;
Please see the 2001-2002 Income Limits for the CDBG/HOME Program)
100 5% Of clients are at 30 percent or below of the area median income
96 Of clients are between 31 and 50 percent of the area median income
W Of clients are between 51 and 80 percent of the area median income
% Of clients are above 80 percent of the area median income
C. Please describe how low and moderate income persons will benefit from the
proposed program/project. Include the need or problem to be addressed in
(Word:\APPLICATION)
Revised: 12/12/00
City of Carisbad
2001-2002 CDBG/HOME Funding Application
Page 4
relation to Consolidated Plan housing and community development priorities, as
well as the population to be served or the area to be benefited. (See
Consolidated Plan Priorities) By providing a safe, sanitary and sober shelter
environment for homeless men within which they are encouraged and enabled
through case management and support services to obtain employment,
permanent housing and social assimilation: transitions men from unsafe camps to
an effective shelter program to affordable rental housing.
D. Please indicate the number of clients, by households or individuals, benefiting from
the proposed activity and the percentage that are Carlsbad residents.
Households or 400 Persons of which 100% are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
0 No (Xl Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers & day iaborers, Elderly, Children, etc.)
Homeless male farm workers and day laborers
/h IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction, rehabilitation,
and property acquisition, other construction related or new public/community service
program/project as Attachment D. The agency must ensure the expenditure of ail CDBG/HOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above
information is true and correct to the best of my knowledge. This program is a continuing public
service project. Services are delivered daily throughout the year. Ail Funds will be expensed within
the program year.
Signature
Executive Director
Title -Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination:
(Word:\APPLICATION)
Revised: 12//2/00
City of Carisbad
2001-2002 CDBG/HOME Funding Application
Page 5
r PROJECT DESCRIPTION
I. SUMMARY
Public service funds for $20,000 are requested to continue and expand activities associated with
the successful operation of La Posada de Guadalupe de Carlsbad. Operated by Catholic Charities
Diocese of San Diego (CCDSD) in partnership with the Caring Residents of Carlsbad (CRC), La
Posada is a unique 50-bed shelter that targets homeless, male farm workers and day laborers.
These men receive basic services, such as shelter and food, case management for up to 90 days in
a safe, sanitary and sober environment. More than a place, La Posada is a program devoted to
improving the quality of life for its participants by encouraging and enabling employment and the
acquisition of permanent housing.
II. NEED
Homelessness, especially among migrants, is a region-wide problem in the northern communities
of San Diego County. Using the 1990 Census, the Regional Task Force on the Homeless
(October, 1992) estimated that over 50% of the County’s 15,300 to 19,400 homeless were
resident farm workers and day laborers. This number can more than double during the peak
agricultural periods with most of these individuals living in 200 encampments. The County Health
Department in 1991-92 identified seventeen such environments with approximately 1,213
occupants, mostly male, within the boundaries of Carlsbad. This local tally exceeds the federal
figures in 1990 of 941 by 29%. Current numbers are probably greater since many that were
granted legalization in1987 and 1988 are now eligible for citizenship and are sponsoring their Ih families as legal immigrants are.
The Regional Task Force on the Homeless, the County Depts. has documented the poverty and
unsafe, unhealthy living conditions of these encampments. Of Trans Border AfTairs and Health,
the Multi-Jurisdictional Conference on the Farm worker/Day Laborer Housing Crisis and the
Housing Elements of local communities, including Carlsbad is Comprehensive Housing
mordability Strategy (CHAS). Testimony by Carlsbad residents during public hearings on the
use of CDBG funds routinely identifies housing homeless males as a funding priority. Catholic
Charities also conducts semi-annual client surveys, and La Posada holds weekly meetings with its
residents to identify and address their needs.
Both as a place and program, La Posada provides a viable alternative to life in the hillsides,
canyons, fields, ravines and riverbeds where communicable disease transmission and fire are ever
present dangers to the health, safety and welfare of their residents and the community at large.
The presence of third-world living environments in the shadow of high-priced residential
neighborhoods and commercial parks has been a source of community conflict over the years.
The failure to develop new facilities, the closure of other shelters, and the clearing of camps
compounds the need. Additionally, the inability of some men to save income to afford other
housing contributes to their plight, and their lack of adequate nutrition and access to personal
hygiene (showers and clean clothes) frustrates their search for steady employment. Finally, the
increasingly high level of anti-immigrant attitudes and actions adversely affects their ability to
access services and achieve assimilation. To be a model response to these needs and conditions
quality of life for those whom we serve.
/4 III. OBJECTIVES
A. NATIONAL
La Posada meets the National Objective of providing direct benefit to low and moderate
income persons. Since the target population are homeless men who typically fall below
12/12/001:50 PM
City of Carisbad
2001-2002 CDBG/HOME Funding Application
Page 6
30% of CDBG’s median family income standard for a household of one. In fact, one
hundred percent (100%) of those who directly benefit from this project are either “very
low” or “low” income as defined by HUD guidelines, a level that exceeds the 70%
required threshold.
B. LOCAL
La Posada also meets two of Carlsbad’s identified local Community Development
Objectives. It provides shelter and case management services to homeless men
(AFFORDABLE HOUSING) directed toward obtaining employment and permanent
housing, and it provides assistance to meet their basic needs for shelter, foods and health
(SOCIAL SERVICES).
C. PROJECT
Annual objectives stated in service units include:
a) to assist 400 unduplicated men
b) to provide 14,000 person shelter days (PSD)
c) to serve 36,000 meals
d) to develop a case plan for 200 residents
e) to enable 100 men to find employment
f) to enable 10 residents to acquire permanent housing
r Iv. CLIENTS
The target population are single, adult, homeless males, 100% of whom are either very low or low
income as defined by HUD guidelines. Increasing annually, La Posada currently serves 400
unduplicated persons with an average nightly occupancy level of 86% (43/50). Ninety percent
(90%) of the residents are Hispanic with limited English proficiency. The majority seeks
employment at area farms, factories, nurseries, restaurants and construction sites. Between ten
and fifteen percent (lo- 15%) have some physical disability.
V. METHODS
A. PHYSICAL PLANT
La Posada is unique in its design, structure and character, appearing and functioning more
like a rural village than an urban homeless shelter. Located on a 3.62 acre site, La Posada
physically consists of four modular, single story, mobile buildings, including:
1. a dormitory/bath/laundry unit : 60 x 60 feet
2. a dining hall/classroom/kitchen unit : 60 x 24 feet
3. a storage unit : 55 x 12feet
4. an office unit : 60 x 12 feet
These modular units are made of steel frame construction, fitted with all necessary
utilities, and accessible to the disabled. Each is designed for efficiency, safety, and ease of
maintenance and supervision. The dormitory unit contains fiRy (50) cots (expandable to
70 during inclement weather), open shelving for the residents to store their personal
property, seven (7) showers, three (3) toilets and coin-operated washer & dryer. The
kitchen is commercial-grade with the dining room capable of being converted into a
general-purpose classroom or meeting area. Donations of a library, TV and VCR provide
12/12/001:50 PM
City of Carisbad
2001-2002 CDBG/HOME Funding Application
Page 7
C
indoor entertainment while a volleyball court and vegetable garden, both built by the men,
offer outdoor recreation. The site is landscaped, lighted, fenced and gated.
B. PROGRAM SERVICES
1) shelter
2) food - three meals daily (breakfast, sack lunch and dinner)
3) hygiene - showers and laundry
4) social services -
A: case management (action plan and follow-up)
B: health (education, screening and referral)
C: mental health (AA meetings and referral)
D: language training (ESL)
E: employment (counseling & referral)
F: immigration (referral to CCSD’s immigration program)
G: recreation (outdoor and indoor)
Programmatically, La Posada is a limited case management emergency shelter. Except for
persons passing through the area, each resident is expected to participate in a personal
plan of action that in some way moves him to greater self-sufficiency. Applicants are
given an orientation both orally and in writing, (English or Spanish), before admission,
which highlights their rights and responsibilities and the project’s rules regarding ensuring
a safe, sanitary and sober site.
Outreach strategies used to inform the targeted population and potential referral sources
about La Posada include: (1) visits by staff to where the men congregate (migrant camps,
places of employment, recreational areas) and where they are served (clinics and
community based organizations); (2) distribution by the Caring Residents of flyers, letters
and wallet-size cards (which include a map); and (3) word of mouth from satisfied former
residents.
La Posada is open year round and most services are available daily from 3:00 P.M. to 7:00
A.M., Monday through Friday and 24 hours on weekends and holidays. English classes
are offered four evenings each week with health-related services provided upon the
availability of other organizations and clinics to visit our site.
La Posada de Guadalupe is the only operational year-round facility for homeless men in
Carlsbad, and except for 28 beds at three shelters in other cities, the entire North County.
For the past four years, the City of Oceanside has elected not to open its winter shelter,
and the continuance of winter shelter by the City of Vista is annually in doubt.
From the outset, La Posada has been blessed with strong community support, including
Carlsbad’s City Council and the Dept. of Housing. La Posada is a true partnership
between the public and private sectors, between grass root and professional agencies,
between providers and clients. La Posada was initiated by the concern of local residents
regarding the living conditions and treatment of homeless men in the Carlsbad area.
Volunteers have been instrumental in site acquisition, development and maintenance. La
Posada has also received much positive press, and it enjoys effective working relationships
with other groups in North County.
Volunteers, mainly from Caring residents of Carlsbad and St. Patrick’s Parish, provide
donations, assist in fund raising and public relations, particularly with local governmental
officials, and assist with tutoring, health-related activities and transportation. Most of
these individuals are professionals in health, education, law, engineering or construction.
12/12/001:5OPM
Cify of Carlsbad
2001-2002 CDBG/HOME Funding Appiicafion
Page 8
Collaboration with other organizations is a hallmark of Catholic Charities’ service delivery
system. CCSD is a founding member of the San Diego Emergency Resource Group
(ERG) which plans and coordinates emergency services to the residents of San Diego
County. CCSD also serves as the fiscal agent for FEMA funding, and participates in
various area coalitions that address the homeless, e.g. Regional Taskforce on Homeless
and the Migrant Services Network.
La Posada works cooperatively with other organizations in meeting the needs of its
residents. Referrals for shelter are accepted from government agencies, churches, clinics
and community-based organizations throughout North County. The Carlsbad Hiring Hall
run by SERS handles most employment -related services. The Vista Community Clinic and
North County Health Services provide health screening, education and referral. Mira
Costa College conducts English classes four times weekly, and other programs that target
homeless men are permitted access to La Posada.
VI. STAFFING
DEPARTMENT DIRECTOR HOMELESS MEN’S SERVICES: - Edgardo Preciado
The Department Director, Homeless Men’s Services oversees the homeless men shelters in San
Diego and Imperial Counties and is directly responsible for all budgeting, program planning,
development and evaluation. The incumbent has ten years experience working in shelter programs
serving homeless men, youth and migrants. He is Bi-lingual/hi-cultural and has a keen
appreciation of the needs and character of the target population. Mr. Preciado attended San Diego
City College and has received extensive training including case-management.
PROGRAM MANAGER: - Joaquin Blas
The Program Manager is responsible for the day-to-day operation of program including direct
supervision of staff and volunteers. The incumbent has five years experience working in shelter
programs. He is bilinguaVbicultura1 and has received specific shelter related training including case
management.
CASE MANGERS (SFTE): - Enrique Medina, Jose Figueroa, ET. AL.
Each incumbent is bi-lingual and bi-cultural; two are former day laborers and clients; all have an
appreciation and sensitivity to the needs of the homeless.
VII. OUTCOMES
During its first 8 years of operation, La Posada has:
l created and maintained an attractive and functional living and service environment
without community conflict
l provided a valuable and viable component to the Housing Element of Carlsbad
l assisted 2,900 unduplicated men with over 100,000 shelter days
l helped 5% of these individuals to locate permanent housing
l served over 300,000 meals
l enabled several residents with life-endangering problems to obtain proper medical care
l promoted preventive health practices that reduced the risk of communicable disease,
injury and substance abuse
12/12/001:50 PM
ATTACHMENT A
-
i i 1 I I I
i
1
I
I 1 1 3
gh 8 Ml . . . . . . .
1 c
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4 #$a ,: $22 .11 : JfI - zig - ,q . . .
ATTACHMENT B
EDGARDO ELIAS PRECIADO
9687 Saint George Street, Spring Valley, CA 91977
619/697-1432 (home), 760/929-2322 (business)
PROFESSIONAL EXPERIENCE
Department Director/Program Director/Program Manager
CATHOLIC CHARITIES
August, 1992 to Present
Positions with progressive responsibilities of Program Manager, Program Director and currently Department
Director overseeing two men’s’ shelter programs in San Diego and Imperial Counties. Duties and
responsibilities include; staff recruitment, training, scheduling and supervision; assurance of quality services;
resource development; preparation and monitoring of program budgets. Liaison with other service providers,
community groups and government agencies.
Case Worker I
SALVATION ARMY EMERGENCY LODGE
July, 1989 to August, 1992
Supervised clients and provided security in a 7/24 homeless shelter for families. Helped serve meals and
provided limited case management.
Residential Worker
CATHOLIC COMMUNITY SERVICESKASA San Juan /h August, 1986 to March, 1992
Position in a group home for Irnmigration and Naturalization Services and U. S. Marshals youth detainees.
Provided security. Supervised clients and coordinated client activities.
Activities Coordinator (part time)
OUR LADY OF ANGELS PARISH
July, 1984 to January, 1990
Oversaw activities for parish youths. Planned and coordinated field trips. Accompanied youths and provided
supervision and ensured safety and security.
EDUCATION/SKILL/TRAINING
San Diego City College
Food Safety Certificate
Case Management Level I & II
CPR/First Aid Certified
Word & Excel
Bilingual Spanish/English
Coping With Difficult People
Supervision Shills
Time Management
e PROFESSIONAL REFERENCES
References are available upon request.
12/13/008:27 AM
ATTACHMENT B
JOAQUIN BLAS
5320 Adobe Falls Rd. “G”, San Diego, Ca 92120
619/582-7587 (home)
760/929-2322 (business)
PROFESSIONAL EXPERIENCE
Program Manager/Case Worker II
CATHOLIC CHARITIES/LA POSADA de GUADALUPE
March, 1998 to Present
Directly responsible for the day-to-day operations of men’s shelter program and facility. Duties include
supervision of 6 staff and 50 residents; oversee client intake, case management and follow up; program
data gathering and reporting. Assist department director in preparation of program budgets and
monitoring; order food and non-food supplies; maintain inventory; pick up and document program
donations.
Construction
INA CONSTRUCTION, INC.
LOURO AND JOHNSON LANDSCAPE
March, 1994 to January, 1998
Worked on various landscape and construction projects as needed while attending college.
Case Worker Level I
CATHOLIC CHARITIES/LA POSADA de GUADALUPE
December 1994-January 1995
Supervised clients and provided security for 50 men shelter. Performed limited case management and
complete program reports.
Cook /Server (part time)
LE PEEP GRILL/RESTAURANT
1997 to 1999
Cook and served meals. Worked as needed while attending college.
EDUCATION/SKILL/TRAINING
AA, Mira Costa College
Food Safety Certificate
Case Management Level I & II
CPR/First Aid Certified
Word & Excel
Bilingual Spanish/English
Coping With Difficult People
Supervision Skills
Time Management
PROFESSIONAL REFERENCES
References are available upon request.
12/13/0010:23 AM
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 9
ATTACHMENT C:
BUDGET INFORMATION
2001 - 2002
EXPENSES
PERSONNEL:
SALARIES
DEPARTMENT DIRECTOR ( 50%)
PROGRAM MANAGER (100%
CASE MANAGER 11( 100%)
CASE MANAGER I(6 @ 20 TO 60%)
$20,000.
24,000.
20,000.
80.000.
$144,000.
FRINGE
(15%: FICA, SUI, WC) 2 1,600.
SUBTOTAL $165,600.
NON-PERSONNEL:
TRANSPORTATION (mileage at $.28/mile, gas)
LICENSES, FEES (facilities, health, vehicle)
MAINTENANCE (minor repairs, cleaning, pest)
UTILITIES (gas, electric, trash & water)
COMMUNICTIONS (telephone, fax, postage)
SUPPLIES (office)
EQUIPMENT RENTAL/REPAIR (laundry, copies, kitchen)
FOOD (meat, produce, staples)
NON - FOOD (foil, paper products, etc.)
OTHER (printing, publication, staff development)
STORAGE
% 1,200.
1,500.
2,400.
18,000.
1,800.
1,200.
1,200.
9,000.
2,400.
200.
.200.
SUBTOTAL $40,100.
INDIRECT (12.%) $24,684.
TOTAL EXPENSES $230,384.
REVENUES
GOVERNMENT GFUWTS:
FESG
CA EHAP
FEMA
CDBG - CARLSBAD (THIS APPLICATION)
$75,000.
$50,000.
30,000.
20,000.
PRIVATE DONATIONS/FUNDRAISING: $30,700.
IN - KIND CONTRIBUTION: CATHOLIC CHARITIES $24,684.
TOTAL REVENUE $230,384.
12/12/001:50 PM
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION 2001-2002
The following information must be completed by each person/agency/organization interested in
being considered for CDBGIHOME funding. Ail information requested must be provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
The application must not exceed a total of fifteen (15) pages, including the required
attachments as listed in the Checklist of Required Documents. Ten copies of the completed
application package, including attachments, must be submitted prior to December 22nd to
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Cartsbad, CA 92008.
ADMINISTRATING AGENCY
Name of Agency: pays & Girls Clubs of Carlshad
Address: P.O. Box 913 (3115 Fbosevelt Street) Carlsbad, CA 92018
Federal Tax ID Number: 95-2131503
PROPOSED PROGRAM/PROJECT
Title of Program/Project: TeenScene
Location of Program/Project: Teen center at the Village Branch of the B&GC Carl&ad
Contact Person: Jan Giacinti Telephone No.: j 760 729-0207
Requested Funding Amount: $ A000
Brief DescrWon Of Program/Project (Describe the work to be performed including the activities to be undertaken or the services to be provided, the goals and objectives of the
program/project, etc.):
Thispastyear,~ehave served over 200 teens inour TeenSceneprogrm which operates five nights a week at the Village Branch of the BE&CC. Our average
nightly attendance is 35 teens. In addition, we were fortunate to receive funding frcnn the California Endmment for our Building Positive Futures mntoring program. This
programhas anadditional teens frcmthe Carl&ad Unified School District&tare not included in our 'figure of 200 teens served. F&cords are kept independently for
foundation reporting purposes. I! '! Support frcxn the City of Car&bad will assist us in providing positive life
skill progr arming that these teens need to succeed in life today. Our programs continue to enhance the educational, social, recreational, an d life skill areas of the
well-rounded adolescent. Cur staff includes a full-time l?aen Coordinator, two part-time teen workers anda full-timementoringcoordinator. mre than ever, we are making a difference 11?
the lives of teens. With your help, we can prepare these kids to be caring, - productive citizens of our society.
-
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 2
I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
I% Non-profit q For-profit
q Local public agency q State public agency
q Other (Please specify.)
B. What is the purpose/mission of the agency?
To provide activities and experiences that enrich the lives of young people in our ccmnunity.
-
C. How long has this agency been in operation? Please include the date of
incorporation?
Incorporated in 1952, serving Carl&ad and surrounding ccsnnunities for the past 48 years.
D. How long has this agency been providing the proposed program/project?
Targeted teen programning began in 1992. The program started as a 2 night a week effort and expanded to 5 nights a week in 1999.
E. Please submit an organizational chart for the agency as Attachment A.
F. Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment B but not in lieu of a complete response.)
Ms. Dana Ursich came tc the B&CCC in August of this year. She ccms to us withadegree inCr iminal Justice Administration and has mrked as a counselor at Sonma County Juvenile Hall. She also holds a teaching I credential f!mnSanFrancisco StateUniversityandhas taughtmiddle school at an Alternative School for at risk kids. Danaisswpportedbytwo part-time staff, amntoringcoordinator, and the Director of Operations.
G. Please indicate your agency’s level of experience with the CDBG/HOME
program.
CDBG/HOME proaram:
q No or little experience, up to 1 year of using CDBG/HOME funds.
q Some experience, 2 to 3 years of using CDBG/HOME funds.
Moderate experience, 4 to 5 years of using CDBG/HOME funds.
Considerable experiende, more than 5 years of using CDBG/HOME funds.
(Word:\APPUCATION)
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
- Page 3
H. If you have received federal funds, including CDBG/HOME funds, in previous
years, have program violation findings ever been made against your
agency/organization?
glr No cl Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, item&g revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget.
-
B. Did you receive any of the following sources of funding from the City of Carkbad
within the last two years (1999-2000 and 2000-2001) for the proposed
program/project?
Sources of Fundinq
CDBG
Community Activities (General Fund monies)
No Yes
0 -IF
cl cl
If yes, please indicate amount and status of previously awarded funds (fully
expended, funds remaining, program/project discontinued).
CDBG/HOME funds
Community Activities
Amount Received Status
s7,ooo Not Expended (:$7,500 =Pendd !
\
il. Did you receive any federal funds, including CDBG/HOME funding from other
cities, last year (July 2000 - June 2C?01)i!
R No cl Yes (Please list funds below.)
Proaram Source Amount Received
$
$
$
C. Will additional CDBG/HOME funds be required in future years for the project?
Cl No x24 Yes
[Wafd:\APPUCATlON)
Cifv of Carisbad
2061-2002 CDBG/HOME Funding Application
Page 4
Iii. BENEFITS b BENEFICIARIES
A. How accessible or convenient is
residents? (Please be specific
the proposed program/project to Carlsbad
such as direct services to client’s home,
transportation provided to and from facility, or relation to public transportation,) The Teen Scene program is offered at our Village Branch facility, located in Barrio Car&&ad. The services are highly accessible to the target audience and reasonable accessible to all other Carlsbad residents. We have two full size va.ns that allm us to transport the teens to special events, career fairs, college tours etc.
B. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%;
PkaSe see the 2001-2002 Income Limits for the CDBG/HOME Program)
d5 % Of Clients are at 30 percent or below of the area median income
__35 76 Of clients are between 31 and 50 percent of the area median income
% Of clients are between 51 and 80 percent of the area median income 1 ?
,L, % of clients are above 80 percent of the area median income
C. Please describe how low and moderate income persons will benefit from the
proposed program/project. Include the need or problem to be addressed in
relation to Consolidated Plan housing and community development priorities, as
well as the population to be served or the area to be benefited. (See Consolidated Plan Priorities)
the primary beneficiaries of the program are 1m1 and tierate incane teens h will gab greater eccnanic op~rttities, while reducing the chance of
becaning involved in crime, drugs, gangs, or other unproductive behavior.
‘-&is past year we served 248 teens (including mentiring) - m ticread -hasis on education is assisting the teens in increasing
their performance at school. m m3-rtaring program closely monitors
educational progress. Since * majority of our teens cam frcm untraditional ham33 (i.e. one Paren there is often no one available for hcmwork assistance, counselkgr .or to just be a friend. our program fills that void. ,
\
D. Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are C&bad residents.
Households or Persons of which 92% are Carlsbad residents 248
E. Does your agency focus its activities on populations with special needs?
0 No W Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers & day laborers, Elderly, Children, etc.)
Not only are our participants fran lm/mDderate i.1~2~ ws, four are also struggling with a disability. -se tensare also invclvedinour
Kids ~II Unison progratl for youth with disabilities. The special accammIati0
made for th&se teens help them thrive.
(Worck\APPlCAlN3N)
I
City of Carisbad
2061-2002 CDBGIHOME Funding Application
Page 5
IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehabilitation, property acquisition, other construction related or new public/community service
program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME
year. I, the undersigned, do hereby attest that the above
the best of my knowledge.
Decemkr 20, 2000
Date Rkviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination:
(Wofd:\APPLICATION)
s H .a
\
9 - ‘0 8 x” ril
I -?
I3
w
P
4 00 mu
!
r
,
Boys Girls Club of Carlsbad
Teen Scene Program
12 month budget :-
Payroll & Benefits
Administration
Program Coordinators
Part-time & Seasonal
Payroll Tax Expense
Workers’ Compensation
Total Payroll & Benefits
Operating Expenses
Accounting
Advertising
Bank Charges
Board Expenses
Conferences
Dues to BCGA
Other Dues & Supscriptions
Equipment Lease
Insurance
Interest Expense
Miscellaneous Expense (Includes Internet
Office Supplies
Outside Services
Postage
Printing
Repairs & Maintenance
Staff Training
Telephone
Utilities
Vehicle Expense
Program Supplies
Total Operating Expenses
TOTAL EXPENSES
14936
17847
13674
3692
52027
680
300
300
200
400
900
100
550
3750
2250
250
1000
450
650
350
2500
400
700
500
1000
2000
2423Q
75257
.-
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM - FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. All information requested must be provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please type or print clearly. Attach additional sheets or information OS necessary.
The application must not exceed a total of fifteen (15) pages, including the required
attachments OS listed in the Checklist of Required Documents. Ten copies of the completed
application package, including attachments, must be submitted prior to December 22nd to
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA
92008.
ADMINISTRATING AGENCY
Name of Agency: JOIN HANDS SAVE A LIFE
Address: 3528 Madison Street.,Carlsbad, CA 92008-5034
Federal Tax ID Number: 33-0592140
PROPOSED PROGRAM/PROJECT
Title of Program/Project: Join Hands Save A Life/General Support Funds
Location of Program/Project: Roosevelt Street, CarlBbcidd,‘i!CA P
Contact Person: Frank Anthony Sorino Telephone No.: 1760 1 72°-0540
Requested Funding Amount: $ 15.000.00
Brief Description of Program/Project [Describe the work to be performed, including the activities
to be undertaken or the services to be provided, the goals and objectives of the
program/project, etc.):
We hope to receive General Support Funds, to help pay for the day to day costs of activities and
expenses involved in the running of our programs. We are now in the most crucial stage of our
development, when construction costs and operating costs add up to a much higher level as we
move into our new facility.
Our program’s activities include: boxing, weightlifting/conditioning, field trips, Police Department
workouts, conflict resolution, drug awareness, video production, dances, pizza nights, mediation,
mentoring, picnics, basketball, soccer, graffiti clean-ups, work projects, counseling, youth board
meetings, attending city council meetings, Neighborhood Watch, art, study hall, etc.
Our objective is to provide attractive after school and weekend activities for “at risk” extremely
low income Carlsbad youth. Our goal is to help relieve stress in the homes of the lowest income
families and single parent homes in the city of Carlsbad. Our goal is to reduce the temptation to
sell drugs for income. Our goal is to build better relationships and network with the Carlsbad
Police Department. Our goal is to build better relationships with our youth and them with their - families. Our goal is to build self-esteem, discipline, self-control, good heaith and leadership.
Our goal is to meet the needs of the growing number of Carlsbad youth. Our goal is to reduce the
growing number of juvenile arrests in Carlsbad. Our goal is to reduce the taxpayer costs of
incarcerations. Our goal is to reduce the temptation to join gangs. Our goal is to save lives.
. city of Carlsbad
2001-2002 CDBG/HOME Funding Application . Page 2
I. ORGANIZATIONAL ABILITY/CAPACITY
A-. Thi agency is:
I$ Non-profit cl For-profit
cl Local public agency cl State public agency
cl Other [Please specify.)
B. What is the purpose/mission of the agency?
Our purpose is to provide a free constructive alternative to the “at-risk” youth of our community
that meet in the streets with no place to go and nothing to do, that out of boredom or a search for
excitement, will not have to turn to destructive behavior like recreational drug experimentation,
alcohol abuse, graffiti, robbery ot gang violence.
C. How long has this agency been in operation? Please include the date of
incorporation3
We have been in operation since 1990. Our incorporation date was April 29, 1993.
D. How long has this agency been providing the proposed program/project?
Since 1990.
E. Please submit an organizational chart for the agency as Attachment A.
F. Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted OS
Attachment B but not in lieu of a complete response.)
Executive Director - Frank Anthony Sorino
Team Director - Medical examinations, Ringside Physician, ”
Health and Fitness Advisor - Salvador G. Velasquez, MD
Counselor/Tutor - Judy Ann Barber
Coach/Conflict Resolution - Dr. J. Barry McGrath
Athletic Director - Heriberto S. Gomez
G. Please indicate your agency’s level of experience with the CDBG/HOME
program,
I. CDBG/HOME oroaram:
El No or little experience, up to 1 year of using CDBG/HOME funds.
0 Some experience, 2 to 3 years of using CDBG/HOME funds.
q
Id
Moderate experience, 4 to 5 years of using CDBG/HOME funds.
Considerable experience, more than 5 years of using CDBG/HOME funds.
(Word:\APPLICAllON)
Revised: 1Ol3lOO
Cify of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 3
H. If you hove received federal funds, including CDBG/HOME funds, in previous
years, have program violotion findings ever been made against your
agency/organizationi
d No 0 Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget.
B. Did you receive any of the following sources of funding from the City of Carlsbad
within the last two years (1999-2000 and 2000-2001) for the proposed
program/project?
Sources of Fundinq
CDBG
Community Activities (General fund monies)
If yes, please indicate amount and status of previously awarded funds (fully
expended, funds remaining, program/project discontinued].
CDBG/HOME funds
Amount Received status
8‘ 7,mo.“” dot Ex?aJ~b
Community Activities CDBG recipients are no longer eligible for these fknds.
B.
;. :
Did you receive any federal funds, including CDBG/HOME funding from other
cities, lost year (July 2000 - June 2001)?
“‘Id No Cl Yes (Please list funds below.)
Proaram Source
.I
Amount Received
s
$
C. Will additional CDBG/HOME funds be requiied in future years for the project?
Id No 0 Yes
~WOK~~APPLICATI~N)
Revised: 10/3/00
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 4
Ill. BENEFITS & BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Cc&bad
residents? (Please be specific such as direct services to client’s home,
transportation provided to and from facility, or relation to public transportation.)
We are extremely accessible and convenient, we are located right in the middle of Barrio Carlos
in downtown Carlsbad, within walking distance of most of our youth’s homes. Also, we are
reasonable accessible to all other Carlsbad residents.
8. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%;
Please see the 2001-2002 Income Limits for the CDBG/HOME Program)
5* % of clients are at 30 percent or below of the area median income
36 % of clients are between 31 and 50 percent of the area median income
% of clients are between 51 and 80 percent of the area median income 9
5 % of clients are above 80 percent of the area median income
C. Please describe how low and moderate income persons will benefit from the
proposed program/project. Include the need or problem to be addressed in
relation to Consolidated Plan housing and community development priorities. as
well as the population to be served or the area to be benefited. (See
Consolidated Plan Priorities)
8 6% of the children we serve come from low and very low income families. Carlsbad schools
Superintendent Cheryl Ernst recently told our city council, “Student population in Carlsbad will
almost double in the next 10 years.”
The City of Carlsbad arrested 987 juveniles in 1995 and 1996, in 1997 and 1998 the City of Carlsbad arrested 1,703 juveniles. The amount of taxpayer dollars for all these arrests is staggering. In the U.S. Department of Justice: Juvenile offenders and victims: 1999 National Report: “Preventing one youth from
leaving school and turning to a life of crime and drugs saves society approximately $2 million dollars. We
provide tier school care, cultural enrichment, recreation, and self-improvement programs during the most critical hours of the day.
D. Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents.
Households or 30 o Persons of which E% are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
cl No d Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers & day laborers, Elderly, Children, etc.)
We provide free services that directly benefit extremely low-income children, extremely low-
income families and single parent homes. There has never been a membership fee to use our
services at Join Hands Save A Life and the youth pay no fees for any of our activities. We serve
primarily “At-risk” youth 6 days per week from 2:30 p.m. to lo:30 p.m.
(h’Ord:\APPLICAllON)
Revised: 1013foo
.
city of Carlsbad
2001-2002 CDBGIHOME Funding Application
Page 5
P IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehabilitation, property acquisition, other construction related or new public/community service
program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above
information is true and correct to the best of my knowledge.
+d +QP-- d#ELuTfYg D/eclllh-
Signature Title
12.26. zom
Date
Date Received:
.Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
r‘ Eligibility Determination:
I.
WCX~:\APPUCATION)
Revised: 1of3fcto
.
-
t? ?L s =S ki 52 C 0 gel
23 , ’ 1 E
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3
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J is m
FRANK ANTHONY SORINO
3528 MADISON STREET
CARLSBAD, CA 92008
(619) 720-0540
AREAS OF EXPERTISE
GANG PREVENTION/INTERVENTION CONFLICT RESOLUTION, MEDIATION DRUG AWARENESS SOCIAL WORK GANG AWARENESS
SPECIAL SKILLS
STRONG ABILITY TO RELATE WELL TO TEENAGERS, PARTICULARLY THOSE WITH PROBLEMS.
EXCELLENT PHYSICAL TRAINING KNOWLEDGE AND SKILLS, ESPECIALLY IN THE AREA OF BOXING.
EXPERIENCE
1991- PRESENT
1993 - 1995
/c 1993 - 1995
CHIEF EXECUTIVE OFFICER - PRESIDENT
“JOIN HANDS - SAVE A LIFE” (J.H.S.A.L.)
l FOUNDED THE NON- PROFIT CHARITABLE CORPORATION.
l AWARDED SEVERAL GIN AND C.D.B.G. GRANTS.
. SPECIALIZE IN GANG PREVENTION AND INTERVENTION.
l SUPPORTED BY THE CARLSBAD POLICE DEPARTMENT, CARLSBAD YES AND HOME
SAVINGS OF AMERICA.
GANG PREVENTION SPECIALIST
SAN DIEGO COUNTV OFFICE OF EDUCATION
. TEACH GANG PREVENTION/INTERVENTION CLASSES.
l EMON PROGRAM (EDUCATE, MOTIVATE, ORGANIZE AND MOBILIZE).
CORE MEMBER
CARLSBAD YOUTH ENRICHMENT SERVICES (CARLSBAD YES)
l COMPOSED OF COMMUNITY MEMBERS FROM VARIOUS PUBLIC AND PRIVATE AGENCIES,
BUSINESSES AND CONCERNED CITIZENS.
l REGUIARLY MEET TO NETWORK AND REVIEW EXISTING SERVICES FOR THE YOUTH OF
CARLSBAD.
1994 - 1995 SCHOOL Bus DRIVER
CARLSBAD UNIFIED SCHOOL DISTRICT, TRANSPORTATION DEPARTMENT
1992 - 1994 VICE PRESIDENT
CALIFORNIA BORDER ASSOCIATION, U.S.A. BOXING
l OVERSEE AND HELP GOVERN AMATEUR BOXING IN SAN DIEGO AND IMPERIAL
COUNTIES.
1992
1988 - 1990
PRESIDENT
COACHES ASSOCIATION, U.S.A. BOXING
COUNSELOR NEW HAVEN HOME, VISTA, CA
l SUPERVISED AND MINIMIZED CONFLICTS BETWEEN RESIDENTS OF THIS GROUP HOME
FOR TEENAGE BOYS.
l TRAINED TO RESTRAIN AND ASSIST THOSE SHOWING HARM TO HIMSELF OR OTHERS.
l PROVIDED SUPPORT, UNDERSTANDING AND DIRECTION TO RESIDENTS.
1980 - 1984 PROGRAM DIRECTOR
CHI-ALPHA (OUTREACH PROGRAM FOR TROUBLED TEENS)
F l COUNSELED TEENS.
l DEVELOPED AND SUPERVISED PROGRAMS TO HELP TEENS WHO WERE RUN-AWAYS,
GANG MEMBERS, OR HAD DRUG, ALCOHOL OR FAMILY AND EDUCATIONAL PROBLEMS.
CURRICULUM VITAE
J. BARRY McGRATH, Ph.D.
EDUCATION
1992 Ph.D. Human Behavior, U.S.I.U.
1971 MA English Literature, San Diego State
1962 MED Worcester State College
1959 BS, Boston College
WORK EXPERIENCE
Court School (Summit School), Vista, CA.
Program Director
1991-1995
Court School (Summit School), Oceanside, CA
Program Director
1990-1990
Girls Rehabilitation Facility, Juvenile Hall, Sand Diego, CA
Program Director
1989-1991
Grossmont College, El Cajon, CA
Part-time English Instructor
University of San Diego High School, San Diego, CA
English Teacher, English Department Chairperson
Basketball and Tennis Cmch
1964-1988
President Teachers Association, Adhrinistrative Council
VOLUNTEER EXPERIENCE
Join Hands - Save a Lie, C&bad, CA
Board of Directors
1993-1995
Netherland’s West Homeowners Association, CarIsbad, CA
President
1983-1995
Collwood Townhouse Homeowners Association, San Diego, CA
President
1978
PUBLICATIONS
Influence of Homework on Malbeth Test Scores
Doctoral Dissertation
1992
Hawthorne and Reform
Masters Thesis
1971
a- _e-- .._._.. _ .._ _.
.e
.
CURRICULUM VITAE
Salvador Gomes Velazouez. MD
1764 Troy Lane
Cceanslde. CA 92054
1619) 722-0908
CA STATE LIC: 643914
DEA NO.: AV2029379
AAFP BOARD CERT: 1988-95
EDUCATIONz-
1980-1982 Resident Dhyslcian. San Bernadino County Medical
Cen ter. Family Practice Proqram, AAFP Boards 07/@2
1979-1980 Internship. San Bernadino County Medical Center
Family. Practice Proqram
197 5-1979 Received M.D.. University of California at If-vine.
California College of Medicine
1071-197s Bachelor of Science. Physiology from the University of
California at Berkeley
WORK EXPERIENCE:
? 4190 to
oresent
Primary Care Physician, SCPMG
Carlsbad Clinic. Carlsbad CA
Primary Care (full-time)
7/28/86 to Primary care physician. The Mission Park Clinic
3/15/90 Oceanside. CA
Primary Care (full time1
I.904 to
07186
Primary care Dhysician. Pacific Community Medical
GrouD, Ranch0 California. CA
Minor trauma and Drimary care (full time)
1984 to
07186 Primary care DhySician. Fallbrook COmmUnitY Clinic
Fallbrook, CA
Primary Care (Dart time)
1983-1984 Emergency room physician, Calexico Community Hospital
Calexico, CA .
Trauma and Drimary care (part time1
19;4
- 1?S3-19R4
Primary care physician, California Health Plan,
Mission Medical Center. El Cajon, CA
Minor trauma and orimary care (full time)
Primary care Dhysician, Tri-Community Family Practice
Group) &riqhtwood. CA . Minor trauma and primary care (part time)
198>-1984 PrImarv care physician, Redlands urgent Care CllniC
Redlands. CA
Minor trauma and Drimary care (Dart time)
WORK EXPERIENCE: (continued 1
1983 Emergency room Dhysician) Santa Fe Community Hosoital
Los Anqeles;, CA
Trauma and orimary care (part time)
1982- 1983 Primary care ohysician I Snowline Family Care Center
Wriqhtwood. CA
Miner t?auma and primary care (part time)
1982. Emergency room physician, San Mtonio Community
Hosoital, Upland, CA
Trauma and primary care (part time)
1980-1982 Emergency room physician? San Eernadino County l%edical
Center F San Bernadino, CA
Trauma and primary care (part time)
VOLUNTEER EXPERIENCE:
1983 to
oresen t
Member of Advisory Board. Adamic Institute Center
for Attudinal Healing, Redlands. CA
Counselinq of children and families with cancer
1982-1983 Game-side physician, Serrano High School footbal i
games, Phelan, CA
1981-1982 Ringside physician, local and reqional AAU boxing
matches in San Bernadino County
1978-1979 Primary care provider as fourth year medical student
for .Placentia Community .Clinic? Placentia, CA
1972-1975 Laboratory technician and supervisory for Clinica
de la Raza, Oakland, CA
PUBLICfiTIONS:
1981-1982 AAFP Monograph on Thyroid Disease, contributed to
sections on fetal-maternal interaction and pediatric
thyroid dysfunctions
PERSONAL BACKGROUND: --
1 was raised in the Imoerial Valley and spent my entire youth
there nurtured bv strong family ties. I am fluently bilingual in
Soanish and Enqlish. I currently pursue interests in philosoohy,
comDarGtive theoloqy. jazz, classical music, and woodworkinq.
r-
JUDY ANN BARBER 8013 Ramblewood Way Citrus Heights, California 95610 (916) 726-5291
PBRSONAL:
Single U.S. Citizen
EDUCATION:
Administrative Credential, California State University, Sacramento, January, 1984 M.S., Education, University of Southern California, May, 1975 California Standard Secondary Teaching Credential, 1975 California Standard Elementary Credential, 1974 B.A., Sociology, minor, Psychology, Fullerton State University, June, 1973
CERTIFICATE:
Teaching English to Speakers of Other Languages (TESOL), June 1975
AREAS OF SPECIALIZED TRAINING:
Corrections Education, Special Education, Teaching Survival Education, Sociology, Counseling, and Program Administration
EXPERIENCE:
January 1985 to Present COMMUNITY SCHOOL, SACRAMENTO COUNTY OFFICE OF EDUCATION Pilot Project - helped to pioneer Sacramento County Community School by establishing and implementing the school curriculum peculiar to this pilot program. Duties include teaching math, English, history, and science in a self-contained junior and senior high school program. Programs are individualized to accommodate the age, range and subject requirements of enroll- ed students. Additionally, I teach a coping skills program to improve students social, employ- ability and survival skills. Contract independent study is also available as an alternative in meeting educational needs. Moreover, I am involved in administrative and coordination of
school activites with district personnel, probation department personnel and student’s parents.
January, 1984 -June, 1984 SACRAMENTO COUNTY OFFICE OF EDUCATION, EDUCATIONAL SERVICES DEPARTMENT ndministrative Intern (Special Assignment) - Coordinated 15th .4nnual Sacramento County Junior High Spelling Championship and 2nd Annual Sacramento County Elementary Spelling Championship. Served as Master of Ceremonies for both contest. Served as judge at The Sac- ramento Bee Spelling Championship. Coordinated and attended Chapter 2, federallgnm conferenccfor private school extension programs. Acted as consultant to Sacramento County Kindergarten Steering Committee. Participated in Sacramento County Justice System Advisory Gtoup meetings.
1975-1977. EL CENTRO JR. SR. HIGH SCHOOL, JUVENILE HALL, SACRAMENTO, CA Long-Term Substitute Teacher - Teaching classes in the communication arts, social studies, and an art expression class.
1974 - 1975 - EL CENTRO JR. SR. HIGH SCHOOL, JUVENILE HALL, SACRAMENTO, CA Teacher Corps Intern - Teacher, developing and teaching Survival Education Curriculum, teach- ing high school social studies, individualized tutoring, one-to-one counseling, and home visita- tion. Administering and developing a juvenile hall based community re-entry program designed
to lower juvenile recidivism rate.
_ ,.._ ___.I.. . ..^
J&Y ANN BAR&i * . ” . . PAGE2
1973 - 1974
NORTE DEL RIO HIGH SCHOOL, SACRAMENTO, CA Teacher Corps Intern - Teacher, teaching high school sociology in conjunction with Matiter Teacher. Teaching Survival Education class of EMR (Educationally Mentally Retarded) students, in conjuction with Master Teacher. f JuIy 1974 - December 1974 JUVENILE HALL, SACRAMENTO, CA Volunteer Probation Officer, supervising two women on probation, one-to-one counseling, home visitation, enrolling women in classes and acting as educational liaison between hrobation office and women’s school.
September 1972 - May 1973 STARBUCK JR. HtGH SCHOOL, LA HABRA, CA Volunteer Teacher Aide, tutoring individual students with reading problems, helping to motivate and build self-concept.
June 1968 -September 1968 BREA PSYCHIATRIC HOSPITAL Volunteer Aide for mentally ill, participation in recreational activities with patients, facilitat- ing their personal health hygiene.
SPECIAL PROJEm
In 1985 I was one of six educators selected by the Sacramento County Office of Education to produce a master Educational Technology Plan.
As a member of the Educational Technology and Advisory Committee I helped establish the goals and objectives for the educational plan that has been adopted by the Roard of Educ >n for implementation by administrators and teachers.
The document developed through research of the needs of the students address regional occupation programs, juvenile court schools, community schools, outdoor education and a variety of programs in special education.
In 1983 I was chosen by the Sacramento County Office of Education as a committee mem- ber to help revise the Sacramento County Office of Education Elementary and Secondary Course of Study.
The primary purpose of the committee. was to bring the course of study into compliance with Senate Bill 813 mandates. The committee established the courses of study required to comply with the state approved curriculum guidelines developed by the state department staff and approved by the State Board of Education.
Golf, Sewing, Continuing Program of Higher Education for Self Improvement and Enjoyment.
INNOVATIONS OF EDUCATION:
Development of Survival Education Curriculum
PUBLICATIONS:
JUVENILE HALL BASED COMMUNITY RE-ENTRY PROGRAM, Masters’ Thesis, University of Southern California, May 1975.
REPBRENCES:
References avaiIabIe on request.
JOIN HANDS - SAVE A LIFE
GANG PREVENTION PROGRAM
REVENUES PUBLIC SUPPORT
GRANTS
FOUNDATIONS
UNITED WAY
CORPORATE GRANTS
GRANTS RECEIVABLE
FUNDRAISERS .
TOTAL REVENUES
EXPENSES
SALARIES
PAYROLL TAXES
’ EMPLOYEE BENEFITS
WORKERS COMPENSATION INSURANCE
TOTAL PAYROLL & BENEFITS
OPERATING EXPENSES
RENT/UTILITIES/STORAGE
AUTO & TRAVEL
ACCOUNTING & BOOKKEEPING
INSURANCE & FEES
GYM EQUIPMENT & SUPPLIES
OFFICE EQUIPMENT & SUPPLIES
POSTAGE/SHIPPING/PRINTING
PROGRAM SUPPLIES & EXPENSES
PROPERTY TAXES
BANK CHARGES
MAMTENANCE
MISCELLANEOUS
TOTAL OPEWTING EXPENSES 36,789
12,500
10,000
22,000
3,000
5,000
5,000
12,500
25,000
2,750
2,400
2,500
70,000
32,650
.9,000
5,200
1,700
5,720
4,334
3,230
988
3,810
1,218
141
1,333
115
TOTAL EXPENSES 69,439
NET INCOME .- 561
JOIN HANDS - SAVE A LIFE
‘Join Hands - Save A Lij;e ” is a c~rnnumity based youth service program designed to be a community effort to e&an= the
-lives of the youth in our Community.
Our goal is to help relieve stress in the homes of the lowest income families by providing free services for their youth.
Our objective is to provide a constructive alternative to the “at-risk” youth of our community that meet in the streets with no
place to go and nothing to do, that out of boredom or a search for excitement, will not have to turn to destructive behavior
like recreational drug experimentation, alcohol abuse, graffiti, robbery or gang violence.
Presently our program extracurricular activity’s include: FREE TO ALL PARTIW’ANTS!
. Boxing l Community Services l PizzaNight
* Art l Guest Speakers l Probation Services
l Field Trips l Youth Board Meetings l Police Department Workouts
l Study Hall l Neighborhood Watch l Free Tmnsportation
l Dances l Hire AYouth . 24 Hour Hotline
0 Counseling l Attending City Council l Medical Examinations
0 hlentoring Meetings . Video Production
l Basketball l Weightlifiing / Conditioning l Fishing Trips
l Job Training . Graffiti Clean-ups l Drug Awareness
l Conflict Resolution l Mediation l Work Projects
l Music l Picnics
Our program started out with just a boxing team. this symbolizes our willingness to fight in hopes that one day our little
brothers and sisters won’t have to fight to catch the attention of our community leaders to show them that there is a dire
need to constructiveIy channel the ener_q of our under-privileged youth who cannot afford the specialized programs and
- tertainments that have been designated. Economic hardship is the most accurate predictor of criminal violence.
We need to “Join Hands ” in a community effort to save the lives of our youth. People are getting shot, stabbed and
victimized everyday!
We need to seriously support this program as a preventative measure, because it is too late when they are lying dead in the
streets.
A/i glory and honor to the Most High God who created the heavens and the earth, and who is the only
true source of strength, wisdom, courage and love to the people of dust who try to do good.
If everybody gives a little, we will be able to accomplish a lot.
Frank Anthony sorino
President
For information, please call 720-0540.
For donations and monthly or yearly pledges, p&se send check or money order to:
JOIN HANDS - SAVE A LIFE ’
3528 Madison rc Carlsbad, CA 92008
* All donations are tax deductible. 100% of your donation will directly benefit the y~ut-h.
: ,’
* Vm - c c a&bad Unified School District
801 Pine Avenue l Carlsbad, CA 92008
w (760) 729-9291 l FAX (760)~~9685 . ..a world class disfrict
February 2, 1999
Dear City Officials:
I am writing this letter of support for Frank Sorino, President of “Join Hands-Save A Life” in
Carlsbad. I represent the Carlsbad Unified School District as a member of Youth Enrichment Services
(Y.E.S.) of Carlsbad. I also have the privilege of chairing Y.E.S.
Y.E.S. is a collaboration of Carlsbad agencies and organizations which work to address risk factors
among Carlsbad youth. The Y.E.S. membership includes the Carlsbad Police Department, the Carlsbad
Unified School District, Barrio Association representatives, and Boys and Girls Club to name just a
few.
Mr. Sorino’s “Join Hands-Save A Life” program is consistent with the Y.E.S. goals elaborated upon in e the Y.E.S. Strategic Plan. Y.E.S. ‘therefore lends its support for Mr. Sorino’s efforts to apply for grants
and other resources. Y.E.S. also lends its support for Mr. So&o’s efforts to obtain building plan
approval.
A real strength of the Carlsbad community rests in the many individuals, agencies, and organizations
which focus on enhancing the success of our youth. Mr. Sorino and his program are part of this
community’s strength and purpose in focusing upon the particular needs and risk factors which our
youth encounter. Y.E.S. is therefore pleased to write in behalf or Mr. Sorino and “Join Hands-Save A
Life.”
Sincerely,
Louis I. Pollock, Ed.D.
Chair, Carlsbad Youth Enrichment Services
January 31,1999
Carlsbad City Council
1200 Carlsbad Village Dr.
Carlsbad- CA 9 2008
Dear Mayor Lewis and City Council Members,
I am writing this letter in support of Frank Sorino and join Hands Save a Life. As is
indicated in the name,you have the opportunity to “save a life” by approving their
gym. Mr. Sorino has worked with youth, particularly ‘at risk’ youth, for many years.
. He has provided a positive role-model for adolescent boys, some of whom lack a solid
male influence in their lives.
The commlinity and City of Carlsbad offer a plethora of activities for children.
Unfortunately, there are fewer and fewer programs available as children grow older.
Extra-curricular sports programs offered by the schools provide some options, but they
serve only about 25% ‘6f the student population. Join Hands Save a Life takes the
next step by targetingyouth who would not typically participate in school programs -
with an emphasis on those who need extra attention. These are youth who are at a
/- turning point. Join Hands Save a Life is committed to helping these youth become
exemplary citizens. Now, they are asking for your commitment.
You have the opportunity to make a statement about how Carlsbad values its youth.
‘four support of this program will speak volumes. 1 urge you to speak with a clear and
unanimous voice, to approve the Join Hands Save a Life gym, Our kids are depending
on you.
Sincerely,
*.... ..‘T . ..,q
fli” U& -/+$.y&~
Nicole Pappas
2689 Garfield St.
Carlsbad CA 92008
760-434-595 1
cc: Frank Sorino
Karen 1. Glaason Huss 1739 Sorrel Court, Cc&bad. California 92009
COUNSElOR b ATTORNEY RT 1flUJ (760) 438-4082
January 30. 1999
To UJhom it May Concern:
M: Join Hands - Sovo I3 life
This letter may be used in support of or as documentation For any public or private grant
G: other financial or progrclmming request by the Gcard ii? rjirectors of the non-profit
incorporation known as Join Hands - Save R Life.
,-
I am an attorney duly licensed to practice law in the State of California and have
provided legal advice and services -- all Free of charge -- to the Officers and Directors of Join
Hands since September 1992. Those services include, but are not limited to, developing the
articles OF incorporation and bylaws, preparing the Federal and state applications For non-profit
incorporation status, providing advice regarding management and financial requirements and
procedures, and reviewing contracts (including the purchase of real property) and grant
applications. I do not have the total number oFpro bono hours For legal services provided over
the years except to report that the hours ore in the several hundreds and represent a
signiFicont investment of my professional time. c
Rs a citizen of Carlsbad, my husband and I have also continuously supported the group
with donations OF cash and tangible property which was used directly For programs and
indirectly For fund-raising. ProFessionally and personally, I am proud of what the OFFicers and
Directors of Join Hands - Save R life hove accomplished so Far and of their goals. I am
impressed with their dedication and that of their supporters. I wish them luck and intend to
continue my support as I hove always done.
Sincerely,
~.:A?- /
I , &&
(+C ,..4 ,:i’ /c
I P l$-Y . */qy .. y/.G.GL/ .‘/c,M -J
Karen k, Gleason Huss
KlGH:lad
cc: JHSRC, Board OF Directors
I ‘City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 1
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. All information requested must be provided or the
application will be considered incomplete and will not be further evaluated for funding consid-
eration. Please type or print clearly. Attach additional sheets or information as necessary. The
application must not exceed a total of fifteen [ 15) pages, including the required attachments as
listed in the Checklist of Required Documents. Ten copies of the completed application pack-
age, including attachments, must be submitted prior to December 22”d to Frank Boensch, Hous-
ing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA 92008.
ADMINISTRATING AGENCY
Name of Agency: North County Council on Aaina
Address: 846 Williamston St., Suite 101, Vista, CA 92084
Federal Tax ID Number: 953181018
PROPOSED PROGRAM/PROJECT
Title of Program/Project: Support Services for Carlsbad Seniors
Location of Program/Project: Same as above
Contact Person: Phyllis Burks Telephone No.: (760194 l-321 2
Requested Funding Amount: $ 8000
Brief Description of Program/Project (Describe the work to be performed, including the activities to
be undertaken or the services to be provided, the goals and objectives of the program/project,
etc.):
Our population is arowina older and livina lonaer. Carlsbad has a lame senior population (indi-
viduals 60+), many of whom are low income, functionally challenaed. and frail. A common
problem is lack of support services that are vital for remaininq independent in the comfort of their
own homes. Between 1990 and 2000, Cartsbad’s senior population arew over 112%. and projec-
tions indicate an additional 40% increase in the senior population bv the end of this decade. This
rapid increase has areatlv stressed our abilitv to provide support services and has had an espe-
cially adverse effect on the older frail senior population, 75+ Years of aae. Many of these seniors
have health-related problems, lack family support, are in aeoaraphic or social isolation and/or
are victims of crime, abuse, accidents, acute illness, etc. The qrowinq number of seniors who are
at risk of losina their independence because of these factors makes it vitally important that we
build the capacity of our communitv and our oraanization to respond to current needs and pre-
pare for increased demand for these services. At the North County Council on Aaina we are con-
vinced that most older persons can live out their lives, with a little bit of help, in surroundinas that
can brins them ioy and alleviate their loneliness. We believe that services can be provided to
help a lame portion of our elderly population remain within the community. The solution of coor-
dinatinn social and wellness services for the homebound elderly is crucial. lnstitutionalization can
be deferred and, in many cases, avoided all toaether. Our proqram of service is broken into three
cateaories: (1) Homemakina Services, (2) Transportation, and f3) Case Manaaement.
(Please see attached program services description, pages 6& 7)
City of Carlsbad
2061-2002 CDBG/HOME Funding Application
Page 2
I. ORGANIZATIONAL ABILITY/CAPACtTY
A. This agency is:
Ia Non-profit Cl For-profit
cl Local public agency q State public agency
cl Other (Please specify.)
8. What is the purpose/mission of the agency?
The mission of the North County Council on Aaina is to help seniors & disabled stay
independent in the comfort of their homes livina a healthy, safe and diqnified life.
C. How long has this agency been in operation? Pleaso include the date of incor-
poration?
NoCCoA was incorporated as a nonprofit oraanization on July 28, 1975. The or-
ganization has been providins senior sup~ori services to low-income elderly and
disabled since 1978.
D. How long has this agency been providing the proposc?d program/project?
NoCCoA has been providina senior support services to Carl&ad residents since
1978. Each year of operation we have expended as much as 20% of the Aqency’s
total annual budaet on Carlsbad services. In 1983 NoCCoA received a contract to
provide In-Home Support Services through the Area Aaency on A in a fNow Aaing a
and Independence Services). In 1988 we beaan providing Case Manaae-
ment/Counselinq services to seniors throuah a proaram funded by the United Way
of San Dieao. Two years aqo we became the provider of In-Home Support Services
(IHSS) for the County of San Dieao in North County.
E. Please submit an organizational chart for the agency r-!s Attachment A.
F. Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in implement-
ing such a program/project. (Resumes may also be submitted as Attachment B
but not in lieu of a complete response.)
Staff has the backaround, expertence, education and expertise to carry out the obiec-
tives of this proaram. Executive Director BA, (18 yrs exp 1, Proiect Supervisor, BA (2 vrs
exP.), Case Manaaer, BA (4 yrs. exp.), Transportation Scheduler (8 yrs. exp.), and Home-
makers lava. 3yrs exp.) We have an established proaram that-is well known and re-
spected in the community. We have access to the population taraeted in this proposal
throuah our extensive community networkina system. Indeed, no other agency provides
the support services we do, or has been as dedicated to the special needs of the older,
frail seniors in the reqion. Aaency awards have included: Outstanding Dellverv of Social
Services from Aaina & Independence Services, County of San-Dieao (1992), The Prolect
CARE Award I1 9941, and many State, County and local awards over the years for our
staff’s dedicated service to seniors and our community. (See attached Resumes)
G. Please indicate your agency’s level of experience with the CDBG/HOME program.
CDBG/HOME proaram:
cl No or little experience, up to 1 year of using CDBG/HOME funds.
Cl Some experience, 2 to 3 years of using CDBG/HOME funds.
iI
Moderate experience, 4 to 5 years of using CDBG/HOME funds.
Considerable experience, more than 5 years of using CDBG/HOME funds.
Cify of Carfsbad
2061-2002 CDBG/HOME Funding Application
Page 3
H. If you have received federal funds, including CDBG/HOME funds, in previous years,
have program violation findings ever been made against your
agency/organization?
0 No cl Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
il. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall propored budget.
B. Did you receive any of the following sources of funding from the City of Carlsbad
within the last two years (1999-2000 and 2000-2001) for the proposed pro-
gram/project?
Sources of Funding No &i?J
CDBG El @I
Community Activities (General Fund monies) EJ Cl
If yes, please indicate amount and status of previously awarded funds (fully expended, funds re-
maining, program/project discontinued).
CDBG/HOME funds
Community Activities
Amount Received Status
$5.000 Functioning Program, funds
allocated to be fully spent
$0 by June 30,200l
B. Did you receive any federal funds, including CDBG/t i0ME funding from other cit-
ies, last year (July 2000 - June 2001)?
Cl No la Yes (Please list funds below.)
Proaram Source
Encinitas
Oceanside
Vista
Amount Received
$ !0,750
$ 8,300
$ 6,000
C. Will additional CDBG/HOME funds be required in future years for the project?
Cl No la Yes
City of Carisbad
2061-2002 CDBG/HOME Funding Application
Page 4
- Ill. BENEFITS b BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Cartsbad resi-
dents? (Please be specific such as direct services to client’s home, transportation
provided to and from facility, or relation to public transportation.)
Services are easily accessible to Cartsbad residents. In-home support services are pro-
vided free to the client in their home. Seniors needins case management and counseling
are visited at their residence by a aualified, experience case manaaer and those auali-
fied to receive taxi vouchers receive them in the mail at their home. NoCCoA has a 24
hour 800 number and we are available 24 hours a day, 7 days a week in an emeraencv.
B. What is the approximate percentage of your clients that have annual family in-
comes in each of the following ranges: (Percentages should add to 100%; Please
see the 2001-2002 Income Limits for the CDBG/HOME Program)
74 % of clients are at 30 percent or below of the area median income
21 % of clients are between 31 and 50 percent of the area median income
4 % of clients are between 51 and 80 percent of the area median income
1 % of clients are above 80 percent of the area median income
C. Please describe how low and moderate income persons will benefit from the pro-
posed program/project. Include the need or problem to be addressed in relation
to Consolidated Plan housing and community development priorities, as well as
the population to be served or the area to be benefited. (See Consolidated Plan
Priorities)
NoCCoA’s proaram of In-home SUPPOSE services, case-manaaement and transpor-
tation address Carlsbad’s Community Development Obiective #3, specifically to
provide social services to low-income elderly and disabled adults. Almost s/4 of the
seniors and disabled served are at 30 percent or below the area median income.
Qualified individuals receive personalized home and personal care, case man-
aaement & counselinq, assistance with financial manaaement (bill payinn) and
free taxi vouchers which auarantees a way to meet critical transportation needs
for medical appointments and grocery shoppina.
D. Please indicate the number of clients, by households or individuals, benefiting from
the proposed activity and the percentage that are Carlsbad residents.
Households or 300 Persons of which 100 % are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
cl No El Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers 8, day laborers, Elderly, Children, etc.)
NoCCoA taraets low income, frail elderly and disabled individuals, with an empha-
sis on the older senior population, those seniors 75+ who are disabled and eco-
nomically challenaed.
IV. IMPLEMENTATION OF ACTIVITY
Citv of Carlsbad
2061-2002 CDBG/HOME Funding Application
Page 5
-
A. Please submit a schedule for implementation of the proposed construction, rehabilitation,
property acquisition, other construction related or new public/community service pro-
gram/project as Attachment D. The agency must ensure the expenditure of all CDBGIHOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above in-
formation is true and correct to the best of my knowledge.
Attachment D, Schedule of Implementation not included as this is a continuation of services.
‘kY Title ’
Executive Director Dee 20,200O
Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
P Local Objective:
Eligibility Determination:
. City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 4
NoCCoA Project Description
Taxl Voucher/Escort Transportation
Adequate, user-frtendly transportation is one of the most important support services for
older seniors who have lost their ability to drive. Current transportation systems in the region are
inadequate and provide tremendous access barriers to frail seniors. These seniors can be classi-
fied as an ‘at-risk’, neglected segment of our population because their special needs for trans-
portation are often overlooked and underestimated. Many older seniors using services provided
by fixed route type systems report such experiences as significantly untimely pick-ups, trip denials,
long waiting lists, missed trips, and trips of excessive length. They also report excessively long waifs
at bus stops, dealing with confusing transfers, canceled appointments, etc. All this often results in
frustration, confusion and perceptions of mal-treatment, especially for older, frail seniors who may
have health problems, critical transportation needs, yet are dependent on public transportation.
The Taxi Voucher System is a special program helping to fill voids in areas where assis-
tance is needed in coping with senior transportation problems. No other service offers 24 hr. re-
sponse, almost an immediate response to a phone call, ability to go places where bus transporta-
tion does not, and provides individual escort type services where drivers help seniors in and out of
cabs, handle groceries, etc. Clients are assessed for eligibility and the physical ability to use the
taxi program. A senior usually receives two vouchers for each round trip. Senior citizens who re-
ceive vouchers can use them for transportation to a medical care facility, doctor’s office ap-
F pointment, therapy and food shopping.
Fate Management
Case management provides help to those seniors who are limited in their ability to care
for themselves and develop goals and strategies to achieve and maintain their optimal level of
social and economic functioning in a non-institutional living environment. This is a service di-
rected at coordinating existing resources to assure comprehensive, appropriate and continuous
care for seniors on an individual, personal basis. This includes identifying problem areas, planning
and arranging delivery of services and monitoring service provisions and outcomes. Our agency
presently has many older seniors in the Cartsbad area in need of comprehensive case manage-
ment services. Our objective is to establish a highly effective, comprehensive and integrated ap-
proach to providing Case Management services which helps improve the “safety net” that keeps
a large population of seniors in the region safe and functioning independently.
Services provided through Case Management:
Screening, Intake & Assessment
Service Authorization/Arrangement
Outreach, Visiting & Telephoning
Care Planning
Case Moniton’ng
Information & Referral
Homemaking Support Services
,- Homemaking services are a critical element in helping the frail elderly remain independ-
ent in their own home. In-home support service is designed to assist older persons who need help
in safely completing activities of daily living. Services provided include routine home mainte-
nance such as meal preparation, vacuuming, dusting, laundry, shopping, running errands, com-
City of Carisbad
2001-2002 CDBG/HOME Funding Application
Page 7
- panion care, and assistance with personal care as needed.
Our program targets the frail, older, low-income segment of the population because the
threat of being institutionalized is far greater for seniors who cannot afford the present high costs
associated with the provision of this service. U.S. Census information from 1990 shows that 16.5%
seniors 60+ are below poverty level and by 85 years of age, 30.6% are below the poverty line. The
average cost for Homemaking services in the region is approximately $15.00 per hour. Few seniors
on fixed incomes can afford this service at an average use of 6 hours service per week. Some
seniors require full time live-in care at incredible expense. Again, no other community agency or
programs address the same problems or target the same older senior population we do here.
Documentation - Data base information on the target group is routinely distilled from case files
and logs. Distrtbutions by age, sex, ethnicity, income level, functional status, service needs and
location of clients are recorded, analyzed and evaluated on a client, service and program level.
Evaluations measure to what extent clients have benefited from intervention i.e. problem status,
goal achievement, quality of life, improved attitude and appropriate use of services provided.
Project Goals and Objectives, 2001-02
Service Proposed Service. Level/Yr. Direct Cost/Unit Total Cost
- Taxi Vouchers
Case Management
Homemaking
300 one-way trips
250 hours
150 hours
$8/trtp
$1 -//hour
$1 S/hour
$2400
$4250
$2250
Total Direct Costs
Unduplicated Clients Served 300 seniors
$8580
Service prlority is always given to those seniors in the greatest economic and social need.
Support for this program will insure that frail elderly Catisbad residents maintain their
health, dignity and independence. We are committed to provide support services to older indi-
viduals and to continue expending over 20% of our total program resources on to support senior
services in the Carlsbad area.
Thank you for your consideration of our request. Please contact us if you need further in-
formation or clarification
Cify of Carlsbad
2001 CDBG/HOME Funding Application
A’ITACHMENTS
+ Organizational Chart
+ Resumes of Executive Director, Services Director, & Case Manager
+ Program Budget
.., j”, 7 - -- L- ., ,.-,. ‘i”’ .$m rigrpms ?,
City of Carisbad
2001-2002 CDBG/HOME Funding Application
Page 1
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. All information requested must be provided or the
application will be considered incomplete and will not be further evaluated for funding consid-
eration. Please type or prtnt clearly. Attach additional sheets or information as necessary. The
application must not exceed a total of fifteen (15) pages, including the required attachments as
listed in the Checklist of Required Documents. Ten copies of the completed application pack-
age, including attachments, must be submitted prior to December 22nd to Frank Boensch, Hous-
ing and Redevelopment Department, 2965 Roosevelt Street, Cartsbad, CA 92008.
ADMINISTRATING AGENCY
Name of Agency: North Countv Council on Aaina
Address: 846 Williamston St., Suite 101, Vista, CA 92084
Federal Tax ID Number: 953181018
PROPOSED PROGRAM/PROJECT
Title of Program/Project: Capital Improvements for new location in Brenale Senior Center
Location of Program/Project: Brenale Terrace Park, Citv of Vista
Contact Person: Phvtlis Burks Telephone No.: (760)941-3212
Requested Funding Amount: $ 8786
Brief Description of Program/Project (Describe the work to be performed, including the activities to
be undertaken or the services to be provided, the goals and objectives of the program/project,
etc.):
For a number of years NoCCoA and the City of Vista have endeavored to brina all the City’s sen-
ior services and service aaencies touether under one roof. We heartily support this action be-
cause we believe it will improve operational efficiencies of providina services to local seniors. It
will also increase our aqency’s abilitv to provide vital services to the entire North County reqion. In
1998 the Citv of Vista approved an 8,177 sq. ft. expansion to the Senior Citizen Center at Brenqle
Terrace Park. The space approved to be built for our aaency will be virtuallv rent free ($1 per
year), thereby allowina our oraanization areater resources for proarams that assist frail, low in-
come seniors and functionally challenaed individuals in North San Dieao Countv. Other benefits
relate to savinas that will decrease operatina costs thus providina additional proqram monev that
will be passed on to our clients in the form of additional services and/or lower fees.
(Please see attached project description, pages 6 b 7)
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 2
I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
l2.l Non-profit cl For-profit
El Local public agency cl State public agency
cl Other (Please specify.)
8. What is the purpose/mission of the agency?
The mission of the North County Council on Aaina is to help seniors & disabled stay
independent in the comfort of their homes livina a healthy, safe and diqnified life.
C. How long has this agency been in operation? Please include the date of incor-
poration?
NoCCoA was incorporated as a nonprofit oraanization on July 28,1975. The or-
ganization has been providina senior support services to low-income elderly and
disabled since 1978.
D. How long has this agency been providing the proposed program/project?
NoCCoA has been providina senior support services to Carlsbad residents since
1978. Each year of operation we have expended as much as 20% of the Aqencv’s
total annual budget on Carlsbad services. In 1983 NoCCoA received a contract to
provide In-Home Support Services throuah the Area Aaency on Aaina (Now Aqinq
and Independence Services). In 1988 we beaan providina Case Management
and Counselina services to seniors throuah a proaram funded by the United Way
of San Dieao. Two years aao we became the provider of In-Home SUDPOI? Services
(IHSS) for the Countv of San Dieno in North County.
E. Please submit an organizational chart for the agency as Attachment A.
F. Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in implement-
ing such a program/project. (Resumes may also be submitted as Attachment B
but not in lieu of a complete response.)
Staff has the backaround, experience, education and expertise to carrv out the obiec-
tives of this proaram. Executive Director, BA (18 vrs. exp.), Proiect Supervisor, BA (2 vrs.
exp.), Case Manaqer, BA (4 vrs. exp.), Transportation Scheduler (8 MS. exp.), and Home-
makers lava. 3vrs exp.) We have an established proaram that is well known and re-
spected in the community. We have access to the population taraeted in this proposal
throuqh our extensive communitv networkina system. Indeed, no other aaency provides
the support services we do, or has been as dedicated to the special needs of the older,
frail seniors in the reqion. Aaency awards have included: Outstanding Dellverv of Social
Services from Aaina 8, Independence Services. Countv of San Dieao I1 992), The Proiect
CARE Award (1994). and many State, Countv and local awards over the years for our
staff’s dedicated service to seniors and our communitv. fSee attached Resumes)
G. Please indicate your agency’s level of experience with the CDBG/HOME program.
CDBG/HOME proaram:
0 No or little experience, up to 1 year of using CDBG/HOME funds.
cl Some experience, 2 to 3 years of using CDBG/HOME funds.
q Moderate experience, 4 to 5 years of using CDBG/HOME funds.
Ia Conslderable experience, more than 5 years of using CDBG/HOME funds.
-A&< ‘~.1”Nw ,*
-.- .- ,._ _.._ ,. . --
Cify of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 4
.- Ill. BENEFlTS It BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Carlsbad resi-
dents? (Please be specific such as direct services to client’s home, transportation
provided to and from facility, or relation to public transportation.)
Aaency services are easily accessible to Carlsbad residents. Althoush our offices
are and will be located in Vista, all in-home support services are provided free to
the client in his/her home. Seniors needina case management and counselina are
visited at their residence and those qualified for taxi vouchers receive them in the
mail. NoCCoA has a 24 hour 800 number and we are available 24 hours a day, 7
days a week in an emeraency.
8. What is the approximate percentage of your clients that have annual family in-
comes in each of the following ranges: (Percentages should add to 100%; Please
see the 2001-2002 Income Limits for the CDBG/HOME Program)
74 % of clients are at 30 percent or below of the area median income
21 % of clients are between 31 and 50 percent of the area median income
4 % of clients are between 51 and 80 percent of the area median income
1 % of clients are above 80 percent of the area median income
-
/-
C. Please describe how low and moderate income persons will benefit from the pro-
posed program/project. Include the need or problem to be addressed in relation
to Consolidated Plan housing and community development priotities, as well as
the population to be served or the area to be benefited. [See Consolidated Plan
Priorities)
NoCCoA’s proaram of In-home support services, case-manaaement and transpor-
tation address Carlsbad’s Community Development Obiective #3, specifically to
provide social services to low-income elderly and disabled adults. Almost “/4 of the
seniors and disabled served are at 30 percent or below the area median income.
Qualified individuals receive personalized home and personal care, case man-
aaement & counselinn, assistance with financial manaaement fbill payins) and
free taxi vouchers which quarantees a way to meet cn’tical transportation needs
for medical appointments and arocery shoppina.
D. Please indicate the number of clients, by households or individuals, benefiting from
the proposed activity and the percentage that are Carlsbad residents.
Households or 12,000 Persons of which 19 % are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
cl No El Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers & day laborers, Elderly, Children, etc.)
NoCCoA targets low income, frail elderly and disabled individuals, with an empha-
sis on the older senior population, those seniors 75+ who are disabled and eco-
nomically challenaed.
City of Carlsbad
2001-2002 CDBG/HOME Funding Appllcafion
Page 5
P IV. IMPLEMENTATION OF ACTIVKY
A. Please submit a schedule for implementation of the proposed construction, rehabilitation,
property acquisition, other construction related or new public/community service pro-
gram/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above in-
formation is true and correct to the best of my knowledge.
Executive TIir6$or lignasrZ Dee 20,200O
Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
P Eligibility Determination:
Clfy of Carlsbad
2001-2002 CDBG/HOME Funding Appllcafion
Page 4
e Project Description
Project Goals b Objectives
The City of Vista - Parks & Community Services and NoCCoA will collaborate in an effort to bring
senior services together with the objective of decreasing our costs and increasing our efficiencies
and capacity to meet both local and regional needs of seniors in the area. This will be accom-
plished by building additional space at the current Brengle Terrace Senior Center site that will also
provide for the housing of NoCCoA’s programs & services. A breakdown of the space to be built is
provided below:
5,562 sq. ft. Vista Senior Services, Inc. and general senior activities
2,170 sq. ft. North County Council on Aging (NoCCoA)
445 sq. ft. Electricity, plumbing 8. circulation requirements
8,177 sq. ft. Total Square Footage
Project Description
Approximately five years ago, NoCCoA and the City of Vista began investigating the efficacy of
drawing a number of senior services together in one location in the City. About two years ago a
committee was constituted to consider various sites. Their recommendation was that the most
practical and economical approach was to expand the Brengle Senior Center. In March of 1998
the final decision on site location and architectural services were made. This process was com-
/4 pleted in July, 1998 and Conwell Shonkwiler & Associates were chosen as consultants. Their
charge was to define and identify the challenges and basic design parameters of the project, to
lead a process of community participation and to guide the process to a successful conclusion,
In August of 1998, a series of events began that included holding a number of community meet-
ings, visiting other senior centers in the area, and forming committees to gather information for
discussion, review and decision making. From all of this the consultants put together a Building
Program that listed such items as design goals, space summary, building data, site information 8,
plans, meeting reports, survey information, and a summary report. Below is an unofficial listing of
the phases of the project:
Phase 1. Community Input, Planning, and Conceptual Design Phase of the Project
Phase 2. Site/Floor Plan Recommendations - Funding Considerations
Phase 3. Interior Decor & Design, etc. - Final Approvals/ Set Timelines for Construction
Phase 4. Award Bid - Begin Construction
The City of Vista plans to break ground in December, 2000. They estimate it will take approxi-
mately nine months to complete the project. Others involved in this project who you may also
contact include:
,--
Jim Porter, Director of Parks & Community Services Dept., City of Vista, (760) 639-6151
Conwell Shonkwiler and Associates, Christina M. Bodenhamer (6 19) 283-7217
Doug Van Cleave, Associate Civil Engineer, City of Vista, (760) 726-1340, xl 322
We plan to move into our new offices in October, 2001. The City of Vista is paying the full cost of
construction. It is NoCCoA’s responsibility to arrange for and cover the costs of “other than con-
_._ .._ .I--
City of Carlsbad
2001-2002 CDBGIHOME Funding Application
Page 7
- struction” tenant improvements. These include, but are not limited to: window coverings, tele-
phone system and signage, both inside and outside.
Documentation - We have included with this proposal the following documents:
+ City Council Action Approving Site Plan & Construction of the Project
+ Architectural Drawing of the Approved Floor Plan
+ Letter from Redevelopment Dept. w/ Environmental Impact Statemeni
+ Building Cost Estimates
Finances
In the initial phase of construction the total project expense is estimated to be $2,146,673 with all
additional parking provided, not including cost of construction tenant improvements for NoC-
CoA. These costs are estimated at $143,602 and are entirely covered by the City of Vista. “Other
than construction” capital improvements for our portion of the building will cost $26,358.
Window Coverings $4,484
Telephone System $17,374
Signage $4,500
+ Attachment C: Agency’s Projected Capital Improvement Budget with Comments
Support for this project will help us insure that frail elderly Carlsbad residents maintain their health,
/4 dignity and independence. We are committed to provide support services to older individuals
and to continue expending over 20% of our total program resources on to support senior services
in the Carlsbad area.
Thank you for your consideration of our request. Please contact us if you need further information
or clarification
City of Carlsbad
2001 CDBG/HOME Funding Application
ATTACHMENTS
+ Organizational Chart
+ Executive Director’s Resume
+ Project Budget
+ Implementation Schedule.
+ City Council Action Approving Site Plan & Construction of the Project
+ Architectural Drawing of the Approved Floor Plan
+ Letter from Redevelopment Dept. w/ Environmental Impact Statement
+ Building Cost Estimates
November 2000
December 2000
July 2001
September 200 1
October 200 1
November 2001
Attachment D
City of Carlsbad
2001 CDBG/HOME Funding Application
Capital Improvements Timeline
Meet with architect and civil engineer to
determine extent of NoCCoA’s tenant
improvements.
Obtain quotes for capital improvements. City of
Vista breaks ground on Senior Center expansion.
Design and order telephone system, window
coverings and signage.
Have telephone system, window coverings, and
interior signs installed.
Expansion completed. Move into new offices in
the Brengle Senior Center. Have exterior sign
installed and landscaping surrounding sign
completed.
Grand Opening of New Office
- COMMUNITY DEVELOPMENT COMMISSION
Department: Parks aud community Scnrices Item No:
: Prepared By: Jim Portm / Director Meeting Drte: December X, lY91
Approved By: Rita Geldert / City Manager Agenda Location: Consent Cchndar ‘4
: kUl?JECX: IIRENGLE SENIOR CENTER ARCIIITECT
R.l3COMMlZNDATION:
1) Approve 3it.c plan for Drcnglc Senior Ccmcr expansion; 2) Approve ConstruCtion Document Phase of the existing agreement with Conwell Shonkwilcr cY: Assochtcs for
the Brenglc Senior Ccntcr expansion.
PRIOR CITY COUNCIWCOMMIS!SJON ACTION:
1) On March 12, 1998, the Community Devcllopmcnt. Commission qqwwd rhc sire location for the new Srnior Citizen Centa and authoriracl solicitarion for architectunl services. (Vote: 5-O) 2) On July 28, 1998, the Community Development Commission approved an agreement with Conwoll Shonkwilcr & Associates for the Conceptual Design Phase of the Senior Citizen Centrr. (VOW 5-O)
STATEMENT ON THE SUBJECT: During the Conceptual Design Phase of the ptojcct, the architrct wns wked
--rmvide two initial site plans. One plan looked to expand the 13rcnglc Senior Center in front of the csisting
b-.Ading (Exhibit 1, lnbeled South J’lan) wd the other WRS to look at ndding the expansion Mind the existing
centet (Exhibit 3, lab&d North Plan). After reviewing both plans, the committee mndc up of mcmbcrs of tlrc
Senior Citizens Affairs CommisGon. the Senior Services, Inc. JIoarti, the Nonh Cotmty Council on Acing
(NOCCOA), and City staff, recommends rhe North Plan, with the expansion behind the existing ccnrcr. The
primary reason for appxoval of this plan is that it provider easier access for the seniors. The other plan hnd n scrics
of ramps’.and stairs tlutt made senior access much more diff3zult. The plan being recommwdcd plnccs the
bxpan5ion on the same elevation as the existing center.
‘TIC origind etimatcd space mquirement for the center expansion was 8,000 squnrc f&t. The site plan being
‘recommended provides 8,177 square feet. This includes 2,170 square feet for NOCCOA off&s, 5.562 squaw fccr,
’ for senior’ activities, and 445 square feet for building i$rculation. This phase of nrchitcctural scrviccs provides “funding for.the plans and specifications of the building and does not include the parking lots. Funding for the
parking lot pltis will be rcqucsted in next year’s Capital Improvcmcnt Program. Since the building is not scheduled for funding in next year’s budget, the delay in designing the parking’ lot will not be a problcnr.
I’
The estimated constnlotion cost of the center is S1,330,321, with architectural costs of S I42,rlHH. This is withit the estimated’, budget of $1,600,000. However, the estimated con IO ptovidc parking is over S600,OOO plus nn
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,r:; ;i;COUNCIL~ACTION: j’, : , ‘I .+‘-i’ ( i i : /: :, ‘,,, * ,‘,, ,) ,‘< ‘ii: ;: : ‘3 ‘i, ‘: .,, ‘I : c ..!., ,.(. 1 1’
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Clv Clerk
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. ,JlbC’HNC DA‘!‘& Dacmbcr 8,1998 PAGE: 2
‘SuBJRm BRRNGLR SRNXOR CEN’I’ER ARCYWIXCI’
,. ,’ w ,additioml $52,903 for arcllitcctural fees. The terrain at the senior center is very hilly, making the design of the
‘“‘-kitis difficult. By delaying the parking desim it Ml give the City more time to look at various ~ltcrnativcs for
. &iitg tci dote&e the most cost effective way to meat the patkinc needs.
’ ‘ENVIRONMEIUTAL IMPACT: The E&ronmental Impnct Rqxwt will be prepwed during this phase of the project. Prior to the nward of a construction contract for the Center, the Commrmity Devetopmcnt Commission will wnaider the applicable enviromneutat document.
‘FISCAL IMPACT: The cost of the contract is $144,000. Funding for this project has been nllocatcd in CIP
atiount 314.7.902.7300, CDD Tax Allocation Bonds, Senior Center Expansion ($86,225) nnd xcottnt
‘001~.7.902.7300~ Gcw~~ Fund, Senior Centcr Expmion (S75,775) totalins $144,000.
+mHnuTS: *
! 1) : :Sitc plan - Sou¶h solution :
2) ‘Ftoor ptan - South solution
3) R.~comnrcndocI site p.Ian - Norfh solution
4) Rccomxticndcd floor pIau - North solution
:.S)., .I iPaWig’plan;- North solution > ‘( ‘6) ~.‘~~~kgMmrit’Gith Conwell Shonkwiler & Associates
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CITY COUNCIL AGENDA.
Deprrtmtat: ltcdoVclqHnent * Item No: /L
Prcprd J3y: Linda IIoIma, Rcdevelopmcnr FroJect Manaecr MettinE Date: November 16, 1999
ha n1cntas, Rbdcvelo
Approved IBy: lUI.n L. Ocldart, City M Afendn bcation: eub1ic He@%
smm E~A??SIoN OF SENTOR CENTXR AT RRENGTX TERRACE I’AJUC
RF,CO~ATION:
1. Conduct a Public Hearing to receive testimony on whether the City Council should allow tllc
Community Development Commls~ion of the City of Vista to pny for the cost of constructing an
expnsion to the Senior Ctntcr at I3rcngle Termcc Park and make findings of benefit to the Project
Area or the mrtding nelghbottwod; and
2. Adopt Resolution No. 9% consenting to payment by the Community Development Commission for construction of the alCp&ion of the Senior Ccntcr lhfqlc? ‘I%mcc, Ph.
PRlOR CITY COUNCllUCOMMI!WON ACTION: Ort September 14,1939, the Ciry Council and
the Community Development Commission (CDC) adopted Resolution No. 99- 159 and Resolution No.
99-47. respectively, approving n loan fmm the General Fund to assist in paying of the preliminary design
phnsc of the Senior Centcr Expzmsion and design of the pmrkinp; lot (Vote: I-0, McClellan absent).
STATEMENT ON THE SUUJE~ blrsunnt,to CalifomiarIJetrlth’~nnd~~~fcty. Coda (%edeve~,opnrant
L.aw”) Section 334415, a rclidclciprircnt b+&y mhy, witli’th; &nsent of llii l&iilative body, pay’nll or
PI+ of the cozt of acquiring land and construction of public buildln~,,CA~~~~!~~~.~~chlres or other
improvements upon fading that atich public hnpmvcmmts &e of bciref3t to tl& pmjti’ana or the
immediate neighborhood in which the pjcct is located. hd~~~ionnlly~~h~,~c~islative body must find that
th&“&‘no ot& tisonablc m&ns of linancing such pubticGnprovnm,onts. The Senior Center
I?xpansion at Brcnglc Terrace Park is dmcrilxd in the Summsry Report (Exhibit “2”) pnpared for’this
public hearing in &co&m& with Sections 33445 nnd 33679 of Redevelopment hw. One of the public
improvementa idantlficd In tllo Vi&a Rcdcvctopmcnt Plan is, ‘To provide cxpantlcd recreation nnd
C;turnl opportunities.” ‘II&m, a-1 of this mmmendation will &&G the Community
,DcvclopWnt C+mission to proceed wi&,conqtruction of the facility. Thus, the expansion of the
Stnio? Center at Bimglc Terra& &k \k;iii’c~llow consolidation of senior services in one location creating
a*onc-stop Senior Centcr.
ENVIRONMF,NTAI, IMI’ACX The Iecommended nction is exempt t’rom the requirement to prepare nn cnvimnmenral document tmdcr CI?QA per section 1530 l(c)(2) of rho Stnte CJ;QA Guidelines. l‘ha
exemption applies to any improvements to M oxisting facility where: (1) the impmvcmonts would not
.ct%ata more than 10,000 square feet of additional qscc, (2) the project site is in n developed area where ~‘,:.hi,:~,‘, i: ..,‘. :‘:..;,
City Clerk
Novl.61999 ITEM 168 “I
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MEETING DATE: Novcmbcr 16,1999
/
FACE: 2 . V a
SURJEcr: BXPANSION Or, SENIOR CENTER AT BRENCLP. TERRACE PARK
2_ all public scrvicw and facilities nra nvailnblc, and (3) the pmjcct site is not conridcd an
“8nvhvnmentally ncnsitive area.” i- ! .
FfSCA.L IMPACT: This project is IIst& in the FY 1999-04 Capital. Xmprovemcnt Budget as Project Numb& 7902: Tke @#ct is scheduled to nceive an appmpriation of S I,5 I 1,775 in finding from 1998
T.mc Allocation Rand fmxeeds in FYZOOOROO1.
lXUtlBITs: 1. Raolution No. 99- , cOnsenting to payment by the Community Dcvclopmcnt Commission for ’ construction of an expansion and improvement to the Senior Ctnter Drengle Terrace Park, and
‘, 0. ; ‘, :I,:;ni’*~~~in finding, nlat43d thereto.:,,, :, :!;.,’ ,,:yy , ....i * ‘1 fs :( :.,,2;tAS~~&@.j;‘Repari for Smior C&w &pmsi&j. : :‘jy, 3, , ! “, .:: : , ,; ,,( ;,; i’ 1 “z.f’.’ 2;: ,,.:,I ,d,“,, ; ( ,, ‘,I ‘:> .’ , : , : ,I ’ .?*:: /I:. ,s ,::..., .ti:‘. :, _.,, ‘,: ; ,, ; i .; ,, ..,‘I ‘, : ” ‘. ., ‘, ,;
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DRENGLE YERRACE PARK SENIOR CITIZENS CENTER - NOCCOA
VTSTA, CALIFORNIA OCMI JOB #: 99-012
100% CONSTRUCTION DOCUMENTS COST ESTIMATE DATE: 1 OCTOBER 1009
ELEMENT
I. FOUNDATION0
2. SWWfRUCTURE
3. SUPERETRUCTURE
:i FjK&EWOGR CLOSURE
f3: INTERIOR CONSTRUCTION
7. CONEYING
8. MECHP(NICAL
0. ELECTR’ICAL
10. QENERAL CONDITIONS 6 PROFIT
11. EQUIPMENT
12. NT-EWORK
GENERAL SUMMARY
TOTAL COST S/SF AREA
$47,200 $5.52
$27,042 $3.26
$?S,301 32.07
tmo 60.10
NET DIRECT RUILDINC: COST s101.n13 fl 1.05
GENERAI. CONOITIONG. 0l4&P, 1 R.O%J $18.230 $2.13
-- SUBTOTAL $110,549 $13.98
OESIGN CONTINGENCY, 5.0% $5,077 so.70
SUDTOTAL
t!lr” IO CONTINOENCY
$125,527 5’14.68
10.0% _ $12,553 $1 A? -
SUDYOYAL $13M,O70 $16.14
ESCALAYION TO NOV z!ooO, 4.0% $5 ,523 SO.65
-t-or- Gf7OSS Fl.CJOR AREA: 8,553 SF
COST,PER SQUARE FOOT:
Prwpafwd by: OY%nnor ConstructIon Munnfpmt3nt, Inc. Sheet 1 of s
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CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. All information requested must be provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
The application must not exceed fifteen (15) pages, including the required attachments as listed
in the Checklist of Required Documents. Ten copies of the completed application package,
including attachments, must be submitted before December 22 to Frank Boensch, Housing and
Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA 92008.
ADMINISTRATING AGENCY
Name of Agency: Catholic Charities, Diocese of San Dieao
Address: 349 Cedar Street, San Dieao, CA 9210 1
Federal Tax ID Number: 23-73340 12
PROPOSED PROGRAM/PROJECT
ic Title of Program/Project: La Posada de Guadalupe - Capital Rehabilitation
Location of Program/Project: 2472-78 Impala Drive, Carlsbad, CA 92008
Contact Person: Eddie Preciado Telephone No.: ( 760 )929-2322
Requested Funding Amount: $ 13,OOO.OO
Brief Description of Program/Project (Describe the work to be performed, including the activities to
be undertaken or the services to be provided, the goals and objectives of the program/project,
etc.) :
(see attached for further detail)
La Posada is a unique 50-bed facility serving homeless males with basic services of shelter, food
and case management assistance directed at employment and permanent housing. Funds will
be used to replace temporary perimeter fence with a permanent one.
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 2
I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
(Xl Non-profit
cl Local public agency
Cl Other (Please specify.)
cl For-profit
cl State public agency
B. What is the purpose/mission of the agency? A community service ministry that
exists to witness actively on behalf of the scriptural values of mercy and justice, to
acknowledge the sacredness of the human person, to enhance the quality of life
for all, to advocate for a just society, to call men and women to action on behalf
of the poor, and to promote self-determination for all.
C. How long has this agency been in operation? Please include the date of
incorporation? Since 19 19 as the social service agency of the Roman Catholic
Diocese: officially incorporated as 501 (c ) (3) in February 1974.
D. How long has this agency been providing the proposed program/project? Since
November 1992
E. Please submit an organizational chart for the agency as Attachment A.
F. Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment B but not in lieu of a complete response.)
Department Director: Acts as liaison with City, responsible for budgeting, program
development and evaluation, fundraising. Ten years shelter and administration
experience.
G.
Program Manager: Responsible for daily program and facility operations, staff,
volunteers and client supervision, oversees client intake, case planning, referral,
and meal planning and preparation and food storage.
Please indicate your agency’s level of experience with the CDBG/HOME program.
CDBG/HOME proaram:
cl No or little experience, up to 1 year of using CDBG/HOME funds.
q Some experience, 2 to 3 years of using CDBG/HOME funds.
III Moderate experience, 4 to 5 years of using CDBG/HOME funds.
WI Considerable experience, more than 5 years of using CDBG/HOME funds.
H. If you have received federal funds, including CDBG/HOME funds, in previous years,
have program violation findings ever been made against your
agencylorganization?
(Xl No cl Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
(Word:\APPLiCATION)
Revised: 12/14/00
,-
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 3
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget.
B. Did you receive any of the following sources of funding from the City of Carlsbad
within the last two years (1999-2000 and 2000-2001) for the proposed
program/project?
Sources of Funding
CDBG
Community Activities (General Fund monies)
If yes, please indicate amount and status of previously awarded funds (fully expended, funds
remaining, program/project discontinued).
CDBG/HOME funds
Community Activities
Amount Received Status
$60,000. 2000/01 (capital) Project in process
$ 8,500. 2000/01 (operating) % funds expended
$30,000. 1999/00 (capital) Project in process
B. Did you receive any federal funds, including CDBG/HOME funding from other
cities, last year (July 2000 - June 2001)?
0 No (Xl Yes (Please list funds below.)
Proaram Source Amount Received
FEMA $34,000.
FESG $65,000.
C. Will additional CDBG/HOME funds be required in future years for the project?
El No (Xl Yes
Ill. BENEFITS II, BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Carlsbad
residents? (Please be specific such as direct services to client’s home,
transportation provided to and from facility, or relation to public transportation.)
Project is located within the City of Carlsbad, near work projects, adjacent to
safety center near El Camino Real, and less that 1 mile from bus stop.
8. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%:
Please see the 2001-2002 Income Limits for the CDBG/HOME Program)
100 % Of clients are at 30 percent or below of the area median income
% Of clients are between 31 and 50 percent of the area median income
% Of clients are between 51 and 80 percent of the area median income
% Of clients are above 80 percent of the area median income
C. Please describe how low and moderate income persons will benefit from the
(Word:\APPLICATION)
Revised: 12/14/00
City of Carlrbad
2001-2002 CDBG/HOME Funding Application
Page 4
proposed program/project. Include the need or problem to be addressed in
relation to Consolidated Plan housing and community development priorities, as
well as the population to be served or the area to be benefited. (See
Consolidated Plan Priorities) By providing a safe, sanitary and sober shelter
environment for homeless men within which they are encouraged and enabled
through case management and support services to obtain employment,
permanent housing and social assimilation: transitions men from unsafe camps to
an effective shelter program to affordable rental housing.
D. Please indicate the number of clients, by households or individuals, benefiting from
the proposed activity and the percentage that are Carlsbad residents.
Households or 400 Persons of which 100% are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
q No lx) Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers & day laborers, Elderly, Children, etc.)
Homeless male farm workers and day laborers
IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction, rehabilitation,
and property acquisition, other construction related or new public/community service
program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above
information is true and correct to the best of my knowledge. This program is a continuing public
service project. Services are delivered daily throughout the year. All Funds will be expensed within
the program year.
Signature
Executive Director
Title
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination:
(Word:\APPlICATION)
Revised: 12/14/00
Cttv of Carlsbad
2061-2002 CDBG/HOME Funding Appllcatlon
Page 5
PROJECT DESCRIPTION
I. SUMMARY
Capital f&rids in the amount of $13,000 are requested to: replace the grounds perimeter
fence. These improvements are needed for the safe and secure operation of this unique and
successful shelter facility and program known as La Posada de Guadalupe de Carlsbad. These
improvements are also conditions on our next CUP extension. Opened in 1992 and operated by
Catholic Charities Diocese of San Diego (CCDSD) in partnership with the Caring Residents of
Carlsbad (CRC), La Posada is an important asset for and component of the City of Carlsbad’s
response to the perennial problem of homelessness among farm workers and day laborers.
Located on a 3.62 acre parcel adjacent to the City’s Safety Center on Impala Drive, La Posada
represents a physical plant and communal environment unlike any other in San Diego County. To
preserve the character, quality, use and benefits of this resource is the purpose of this application.
II. NEED
La Posada was originally conceived and constructed as a temporary shelter (2 years).
Designed with mobile units (trailers) the physical structure of the shelter was planned as a test of
its capacity and capability to contribute to a meaningful response to homelessness and its
compatibility with the community’s will to share in that solution. Fortunately the outcomes have
been positive for all concerned - CCDSD, Caring Residents, the City of Carlsbad and the
homeless themselves. As an indicator of this achievement, Catholic Charities has purchased the
property to match its ownership of the structures, and the City of Carlsbad, through its
representatives on the City Council and the Planning and Housing Commissions, has expressed a
strong desire for La Posada to become a long-term resource and partner.
The challenges facing La Posada are to ensure the safety and to maintain the appearance
and function of the facilities themselves and the infrastructure that supports them. All of the
trailers on site were already used equipment at the time the shelter commenced operation in
November, 1992. Years of use and the impact of weather makes it necessary to replace the
temorary fence with a permanent one. Without these improvements, La Posada risks jeopardizing
the program safety and security standards that make this shelter a success.
III. METHODS
Catholic Charities will comply with the rules and regulations governing the execution of
capital-related activities. Having been granted prior grants under this category, our agency is
familiar with these guidelines and experienced in their implementation. To the maximum extent
possible, the labor of staff, volunteers and the residents themselves is utiliied to minimize costs.
In so doing, La Posada also benefits form the talents and skills possessed by these participants,
and at the same time, reinforces their identification with and commitment to the development,
operation and maintenance of the site’s environmental content and character. When the nature of
the repair, however, requires expertise and resources beyond the scope of these “in-house” assets,
CCDSD utilizes licensed vendors in their respective trades and secures their services via a process
commensurate with the dollar amount of the job and the requirements CDBG.
12/14/005:09 AM
City of Carlsbad
2001-2002 CDBGIHOME Funding Application
Page 6
IV. BENEFITS
1. Maintenance of safe, secure and attractive and functional environment acceptable to all
2. No interruption in service delivery due to the diversion of operational dollars to capital
expenses.
3. Continued compliance with the programs security and safety standards.
12/14/005:09 AM
.
ATTACHMENT A
L
&A
- fl 38 32 WW Em w
-I
. . . . . . .
111 8% .g q.3’; !!I %j.g P . . . . . .
r! . . 11 : iI
iit 1 . . 1 .
ATTACHMENT B
EDGABDO ELIAS PRECIADO
9687 Saint George Street, Spring Valley, CA 91977
619/697-1432 (home), 760/929-2322 (business)
PROFESSIONAL EXPERIENCE
Department Director/Program Director/Program Manager
CATHOLIC CHARITIES August, 1992 to Present
Positions with progressive responsibilities of Program Manager, Program Director and currently Department
Director overseeing two men’s’ shelter programs in San Diego and Imperial Counties. Duties and
responsibilities include; staff recruitment, training, scheduling and supervision; assurance of quality services;
resource development; preparation and monitoring of program budgets. Liaison with other service providers,
community groups and government agencies.
Case Worker I SALVATION ARMY EMERGENCY LODGE
July, 1989 to August, 1992
Supervised clients and provided security in a 7/24 homeless shelter for families. Helped serve meals and
provided limited case management.
Residential Worker
r CATHOLIC COMMUNITY SERVICESKASA San Juan
August, 1986 to March, 1992
Position in a group home for Immigration and Naturalization Services and U. S. Marshals youth detainees.
Provided security. Supervised clients and coordinated client activities.
Activities Coordinator (part time) OUR LADY OF ANGELS PARISH
July, 1984 to January, 1990
Oversaw activities for parish youths. Planned and coordinated field trips. Accompanied youths and provided
supervision and ensured safety and security.
EDUCATION/SKILL/TRAINING
San Diego City College
Food Safety Certificate
Case Management Level I & II CPRKFirst Aid Certified
Word & Excel
Bilingual Spanish/English
Coping With Difficult People
Supervision Skills
Time Management
e PROFESSIONAL REFERENCES
References are available upon request.
12/13/008:27 AM
ATTACHMENT B
JOAQUIN BLAS
5320 Adobe Falls Rd. “G”, San Diego, Ca 92120
619/582-7587 (home)
760/929-2322 (business)
PROFESSIONAL EXPERIENCE
Program Manager/Case Worker II
CATHOLIC CHARlTIEs /LA POSADA de GUADALUPE
March, 1998 to Present
Directly responsible for the day-to-day operations of men’s shelter program and facility. Duties include
supervision of 6 staff and 50 residents; oversee client intake, case management and follow up; program
data gathering and reporting. Assist department director in preparation of program budgets and
monitoring; order food and non-food supplies; maintain inventory; pick up and document program
donations.
Construction
INA CONSTRUCTION, INC.
LOURO AND JOHNSON LANDSCAPE
March, 1994 to January, 1998
Worked on various landscape and construction projects as needed while attending college.
Case Worker Level I
CATHOLIC CHARITIES/LA POSADA de GUADALUPE
December 1994-January 1995
Supervised clients and provided security for 50 men shelter. Performed limited case management and
complete program reports.
Cook /Server (part time) LE PEEP GRILURESTAURANT
1997 to 1999
Cook and served meals. Worked as needed while attending college.
EDUCATION/SKILL/TRAINING
AA, Mira Costa College
Food Safety Certificate
Case Management Level I & II
CPR/Pirst Aid Certified
Word & Excel
Bilingual Spanish/English
Coping With Difficult People
Supervision Skilfs
Time Management
PROFESSIONAL REFERENCES
References are available upon request.
12/13/0010:23 AU
City of Carlsbad . 2001-2002 CDBG/HOME Funding Application
Page 7 P
ATTACHMENT C:
BUDGET INFORMATION
2001 - 2002
EXPENSES
CAPITAL:
Facility Improvements:
Perimeter Fence
Materials & Labor
Administration (Inkind)
TOTAL
$13,000.
1,560.
$14,560.
REVENUES
P OTHER GOVERNMENT GRANTS:
NONE $ 0
PRIVATE FOUNDATIONS:
NONE 0
CATHOLIC CHARITlES:
w KIND) 1,560.
AMOUNT REQUESTED FROM CDBG: CARLSBAD $13,000.
TOTAL $14,560.
12/12/0012:36 PM
City of Carltbad
2001-2002 CDBG/HOME Funding Application
Page 8
ATTACHMENT D:
IME’LEMJWTATION SCHEDULE
Upon notification of approval and prior to the start of the program year (July 1, 2000), staff will
obtain three bids. CCDSD will coordinate with the City of Carlsbad to obtain the authority to
commence capital activities based on conformity with CDBG policies and procedures. The
objective is to complete all of the proposed improvements by November or December, 2001.
12/12/0012:36PM
,
CITY OF CARLSBAD
COMMUNITY DEVELOPhENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. All information requested must be provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
The application must not exceed a total of fifteen (15) pages, including the required
attachments as listed in the Checklist of Required Documents. Ten copies of the completed
application package, including attachments, must be submitted prior to December 22nd to
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Cartsbad, CA
92008.
ADMINISTRATING AGENCY
Name of Agency: ROYS 6 Gi 1-1 s Clnhs nf f’a-1 c)uii
Address: ~~.sev~lt St-. ! Par1 cl-&, PA 93Ql R
Federal Tax ID Number: 95-2131503
PROPOSED PROGRAM/PROJECT
Title of Program/Project: Purchase of land for building a new facility.
- LocationofProgram/Project: Bres&&n& net & Rl f!!o ~1)
Contact Person: Jan Giacinti Telephone No.: (760 ) 72g4207
Requested Funding Amount: $ 100 ,000. 00
Brief Description of Program/Project (Describe the work to be performed, including the activities
to be undertaken or the services to be provided, the goals and objectives of the
program/project, etc.):
Lennar -ities, developer of the Bressi Ranch project has made a c&&rent to
the Boys & Girls Clubs of Carl&ad to locate a youth develmnt facility in the heart
of their new Wity. Lennar has agreed to offer the Club 3.5 acres of land,at the
fair market value and provide the Club with $500,000 in construction costs. Securing
this funding over the course of the next two years will enable the B&EC to apply for
pass through funding frcxn the B&GC America. This year, for example, the B&GC2 reveived
$60,000,000 in Federal Funding to use as pass throughlfunding frcm the Bureau of Justice
Assistance. Money frcxn local municipalities will be leveraged with Federal funds to
start new Boys & Girls Clubs.
Lennar's objective is to have our Club fully oerational the day their first house is
occupied. We anticipate an influx of same 400+ children. We will provide much needed - after school supervision as well as ,sharing our facility with the proposed senior
housing facility that will be located adjacent to the Club.
Clfy of Carisbad
2001-2002 CDBGIHOME Funding Applicaflon
Page 2
I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
w Non-profit q For-profit
q Local public agency q State public agency
q Other (Please specify.)
B. What is the purpose/mission of the agency8
To provide activities and experiences that enrich the lives of young people in our cmnunity.
C. How long has this agency been in operation? Please include the date of
incorporation?
Serving the youth of Carl-&bad, Oceanside, and Vista since 1952 - 48 years.
D. How long has this agency been providing the proposed program/project?
We have been providing positive progr arming for youth since 1952.
E. Please submit an organizational chart for the agency as Attachment A.
F. Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment B but not in lieu of a complete response.)
The building of a new facility will be spearheaded by our 25 member Board of Directors. The Chief Professional Officer will be the liaison
between the Board and Iennar -ities. The Board and Club staff will be responsible for securjng the necessary funding to ccknplete the project. Timing for actual construction to begin will be determined by the City of Carl&ad as it interfaces with iknnar Ccmnunities on the permit and construction process. G. Please indicate your agency’s level of experience with the CDBG/HOME
program.
CDBG/HOME broaram:
cl No or little experience, up to 1 year of using CDBG/HOME funds.
cl Some experience, 2 to 3.years of using CDBG/HOME funds.
Moderate experience, 4 to 5 years of using CDBG/HOME funds.
Considerable experience, more than 5 years of using CDBG/HOME funds.
(Wcxd:\APPLICATION)
Revised: 10/3/00
Clfy of Carlsbad
2001-2002 CDBGIHOME Funding Application
Page 3
H. If you have received federal funds, including CDBG/HOME funds, in previous
years, have program violation findings ever been made against your
agency/organization?
I3 No Cl Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
I
Ii. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget.
8. Did you receive any of the following sources of funding from the City of Carlsbad
within the last two years (1999-2000 and 2000-2001) for the proposed
program/project?
Sources of Funding
CDBG
Community Activities (General Fund monies)
No ygs
xx q
xx q
If yes, please indicate amount and status of previously awarded funds (fully
expended, funds remaining, program/project discontinued).
CDBG/HOME funds
Amount Received Status
Community Activities
B. Did you receive any federal funds, including CDBG/HOME funding from other
cities, last year (July 2000 - June 2001)8
r2.i No q Yes (Please list funds below.)
Proaram Source Amount Received
;
$
C. Will additional CDBG/HOME funds be required in future years for the project?
q No m Yes
(Word:\APPLICATIONJ
Revised: 10/3/00
City of Carlsbad
2001-2002 CDBG/HOME Fundlng Application
Page 4
III. BENEFITS b BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Carlsbad
residents? [Please be specific such as direct services to client’s home,
transportation provided to and from facility, or relation to public transportation.) The facility will be located in the "town square" of the devel-nt.
Across the street fram the proposed site is where the affordable housing
will be located. This will make it very accessible to the children who
will need the @lub the most. Since the CUSD does not provide bussing, Lennar has also made a cakrmimt to assist us in securing vans to transport the children to & frcan school.
B. What is the approximate percentage of your clients that have annual family
’ incomes in each of the following ranges: (Percentages should add to 100%;
Please see the 2001-2002 Income Limits for the CDBG/HOME Program)
33 76 of clients are at 30 percent or below of the area median income 22
25 X of clients are between 31 and 50 percent of the area median income
20 % of clients are between 51 and 80 percent of the area median income
% of clients are above 80 percent of the area median income
C. Please describe how low and moderate income persons will benefit from the
proposed program/project. Include the need or problem to be addressed in
relation to Consolidated Plan housing and community development priorities, as
well as the population to be served or the area to be benefited. (See
Consolidated Plan Prtorities)
'Ihe Southern Sector of the City of Carl&ad is lacking in representation
frcan ANY youth develo-t agency. Withthe tremendous grtithat
is taking place in this area, it is imperative that the City examines ways to provide for the youth. The Club we currently operate in the southemfi~stguadrant is operating ate ==upancy* The new site will be accessible by foot to the mst highly populated area of the develomt. Cur lm annual fee ($20) makes the Club affordable to every-
OE. In addition, no one is turned away for lack of ability to pay the
membership fee. We currently scholarship 30% of our Irembers.
D. Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents.
Households or 1815 Persons of which 81% are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
cl No ia Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers 8, day laborers, Elderly, Children, etc.)
Not only to we cater to the needs of disadvantaged youth as a National movement, on a local level we are also the DNLY North County youth agency to include children with disabilities in our regular B&CC prcgramning. We currently serve 19 children with disabilities and plan to provide the
(Word:\APPLICATION) same service at 'the new facility.
Revised: 10/3/W
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 5
/ IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehabilitation, property acquisition, other construction related or new public/community service
program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above
best of my knowledge.
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
- Eligibility Determination:
(Word:\APPLICATION)
Revised: 1013lOO
Attachment A2
-
.
Attachment B
BOYS & GIRLS CLUB OF CARLSBAD
200 l-2002 CDBGHOME FUNDING APPLICATION
I. Organizational Ability
F. Staff and/or Board of Directors qualifications
The Chief Professional Officer, Jan Giacinti, has been with the Club for 3 % years.
During this time she has successfully supervised the renovation of the Village Branch of
the Boys & Girls Club of Carlsbad. The project included the complete renovation of the
swimming pool complex, program facility and gymnasium. Offering additional support
for the proposed project will be the Boys & Girls Club of America’s Facility
Management Division. B&GCA have a full service architectural department, complete
with blue prints for new facilities. These are plans that have been designed solely for
boys & girls clubs and are available along with support staff to any of the 3,000 existing
Clubs. The Carlsbad Club plans on taking full advantage of this service when building
the new branch.
The Board of Directors for the Club currently has four members whose professional
experience is in the field of banking. Their expertise will guide us through the financial
areas of the project. We also have an architect who is volunteering his time and will be
working directly with the staff from our National offtce to ensure ml1 implementation of
the building process. In addition our board is fortunate to have one prior member of the
Planning Commission for the City of Carlsbad. He is fully aware of the Lennar project
and can offer tremendous insight as to the impact on the City and surrounding areas.
The Club contracted with Laudick/Brown & Associates for a feasibility study which was
completed in September of this year. We will most likely use their services to direct our
capital campaign to ensure successful completion of this project. LaudickBrown has
al 00% success rate in meeting campaign goals for some eleven Boys & Girls Clubs
across the country.
Attachment C 1
BOYS & GIRLS CLUB OF CARLSBAD
2001-2002 CDBG/I-IOME FUNDING APPLICATION
BUDGET
Attachments C, numbers 2,3,& 4 will show a complete budget breakdown for the entire
project. The amount requested from CDBG funds for the year 2001- 2002 would be
deducted from the $1,200,000 listed under STATE FUNDS. The balance will be
secured through funding made available fi-om the Bureau of Justice Assistance as pass-
through funds from Boys & Girls Clubs of America. In the event that not all revenue can
be secured from this source, the balance will be raised from a combination of Foundation
Grants and private donations.
Attachment 122
SUMMARY OF TOTAL PROJECT COSTS
PROJECTBUDGET:
STATE FUNDS
A.
B.
c.
D.
-
E
1
P.
Site Acquisition $1,200,00: *
(Based on wtual acquisition
cost or *fair market value)
Architectural -o-
(Prearchitectural &sign through project completion)
E.1.R Preparation
COStS
a
Bldg. Maintenance Analysis
-o-
Management apd Administration
Construction - *
TOTAbS $ 1200,ooo
Cash
$ -o-
MATCH TOTAL
-o-
-o-
-o-
J.220.000
s 1#22o,ooo
In-Kind
s -o- $ 1.2oo.ooo
.I 56.379
3,050
A-
40,ooo
500,000 1.720.000 r
$ 700,229
156,379
3,850
-o- . : *
40,000
$ 3,120,229
* CPBG Fun,as ip the a,pwmt of ,$300,000 would be used hexe.
. .
Attachment ~3
DETAILED BREAKDOWN OF CONSTRUCTION COSTS
- Amounts on Line F’: State funds
$ 1,200,ooo
Cash Match
$ 1.220.000
In-kind Match Total
s 700.229 s 3.120.229
I
The divisions below reflect major cost areas for construction projecta as identified by the Construction
Specifications institute. The subtotal presented for each division is to reflect the total costs attributable to
that division. Within each division identify the sub-elements such as work, materials, etc., that are to be
provided/completed for the project. These costs represent engineering estimates of the anticipated costs for
transfers.
Claasitication of Costs Total Costs .
Division 0 - Bidding ad Contract Requiremenb $ 24.750
Division I - General Requirements $ -292,450_
: .
rc- Division 2 - Site Work and Landscaping $- 33.650
l ._ Division 3- - Concrete $- 75.632
I
Division 4 - Masonry s 56.550
Division 5- Metals .
Division 6 - Wood and Plastic
DivistOn 7- #Thermal and Moisture Protection
\ $ .275
$- 102,150k
Division 8 - Doors and Windows $ 41.529
Division 9 - Finishes
Division 10 - Specialists
Division 11 - Fixed Equipment
Division 12- Fixed Furnishings
Division I3 - Special Construction
Division 14 - Conveying Systems
Division 15 - Mccbanical r *
- Division 16 - Electrical s 130,425 ’
I Division 17 - Contingency I $ 273,978
Attachment c4
$ 348,619
$ 48,700
$ 33’,800
s 18,200
s 21,750
$ ‘4s .
$ 208,850
Total Comstructkn (Divlslonr O-17) s 2,1@,499
Total State K!onstmtiae) Funds s 1.200.000 land * *
Total JConstruction)Match $ 1920,229
(Match breakdown)
Cash Match $ 1,220,ooo
In-kind Match $ 700,229
** .CDBG FL&S in the amount of ,$300,000 would be -used here.
5
Attachment D
BOYS & GIRLS CLUB OF CARLSBAD
200 l-2002 CDBGMOME FUNDING APPLICATION
Iv. Implementation of Activity
A. Schedule for implementation
As soon as funding is secured for the purchase of land, the Boys & Girls Club of
Carlsbad will go forward with the acquisition of 3 % acres of land on the Bressi Ranch
Development. As I mentioned earlier, the Bressi projects’ progress is directly related to
the building constraints of the City of Carlsbad. However, actual delays in construction
will not effect the purchase of land.
As it appears right now, the schedule for the project will be as follows:
February of 200 1 Tentative tract map
June of 2001
July of 2001
Grading of land
B&GC purchase of land -
November of 2001 Final map record & first close
August of 2002
August of 2002
First delivery of homes
Move in to Boys & Girls Club
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.
CITY OF CARLSBAD r‘ COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each person/ogency/organization interested in
being corisidered for CDEWHOME funding. All information requested must be provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
The application must not exceed a total of fifteen (15) pages, including the required
attachments as listed in the Checklist of Required Documents. Ten copies of the completed
application package, including attachments, must be submitted prior fo December 22”d to
frank Boensch, Housing and Redevelopment Deportment, 2965 Roosevelt Street, Carlsbad, CA
92008.
ADMINISTRATING AGENCY
Name of Agency: JOIN HANDS SAVE A LIFE
Address: 3528 Madison Street., Carlsbad, CA 92008-5034
Federal Tax ID Number: 33-0592140
PROPOSED PROGRAM/PROJECT
Title of Program/Project: Join Hands Save A Life/MuI.ti-purpose gymnasium
- Location of Program/Project: Roosevelt Street, Carlsbad, CA
Contact Person: Frank Anthony Sorino Telephone No,: 1760 I 720-0540
Requested Funding Amount: $ 150,OOO~OO
Brief Description of Program/Project (Describe the work to be performed, including the activities
to be undertaken or the services to be provided, the goals and objectives of the
program/project, etc.):
The work to be performed is the construction of a multi-purpose gymnasium.
Our program’s activities include: boxing, weightlifting/conditioning, field trips, Police Department
workouts, conflict resolution, drug awareness, video production, dances, pizza nights, mediation,
mentoring, picnics, basketball, soccer, graffiti clean-ups, work projects, counseling, youth board
meetings, attending city council meetings, Neighborhood Watch, art, study hall, etc.
-
Our objective is to provide attractive after school and weekend activities for “at risk” extremely
low income Carlsbad youth. Our goal is to help relieve stress in the homes of the lowest income
families and single parent homes in the city of Carlsbad. Our goal is to reduce the temptation to
sell drugs for income. Our goal is to build better relationships and network with the Carlsbad
Police Department. Our goal is to build better relationships with our youth and them with their
families. Our goal is to build seIf-esteem, discipline, self-control, good health and leadership.
Our goal is to meet the needs of the growing number of Carlsbad youth. Our goal is to reduce the
growing number of juvenile arrests in Carlsbad. Our goal is to reduce the taxpayer costs of
incarcerations. Our goal is to reduce the temptation to join gangs. Our goal is to save lives.
C& of Carlsbad
q 2001-2002 CDBGMOME funding Application
Page 2
F I. QRGANtZATlONAL ABIUtY/CAPAClTY
A-. This agency is:
P
B.
C.
0.
E.
F.
G.
,
03’ Non-profit D For-profit
cl local public agency cl Stat8 public agency cl Other (Pleas8 specify.)
what is the purpose/mission of the agency?
Our purpose is to provide a free constructive alternative to the “at-risk” youth of our community
that meet in the streets with no place to go and nothing to do, that out of boredom or a search for
excitement, will not have to turn to destructive behavior like recreational drug experimentation,
alcohol abuse, graffiti, robbery or gang violence.
How long has this agency been in operation? Please include the date of
incorporation?
We have been in operation since 1990. Our incorporation date was April 29, 1993.
How long has this agency been providing the proposed program/project?
Since 1990.
Please submit an organizational chart for the agency as Attachment A.
Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment 6 but not in lieu of a ,complete re!pgns-e.) _ __ __ ___ ____ -__._-. . -_. - -. c . I_ - __ . .
The project manager will be Albert0 Trujillo. He Will be aided by Kenneth A. Purdy, A.1.A; Dennis E. Holz Legal advisor, Frank Anthony Sorino the Executive Directo.r and the Join Hands
Save A Life Board of Directors.
;
Please indicafe your agency’s level of experience with the CDBWHOME
program.
CDBG/HOMEaram:
cl No or little experience, up ta 1 year of using CDBG/HOME funds.
0 Some experience, 2 to 3 years of using CDBCVHOME funds.
0
Id
Moderate experience, 4 to 5 years of using CDBG/HOME funds.
Considerable experience, more than 5 years of using CDBG/HOME funds.
WOfdAAPPWMlON) Revbad: 10/5/00
, City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 3
H. If you have received federal funds, including CDBG/HOME funds, in previous
years, have program violation findings ever been made against your
agency/organization?
I4 No cl Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemizing .revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget.
B. Did you receive any of the following sources of funding from the City of Carlsbad
within the last two years (1999-2000 and 2000-2001) for the proposed
program/project?
Sources of Fundinq
COBG
Community Activities (General Fund monies)
If yes, please indicate amount and status of previously awarded funds (fully
expended, funds remaining, program/project discontinued).
CDBG/HOME funds
Amount Received Status
$392,307.80 In process of spending
Community Activities CDBG recipients are no longer eligible for these fimds.
B.
i. ;
Did you receive any federal funds, including COBG/HOME funding from other
cities, last year (July 2000 - June 2001)?
“‘Id No cl Yes (Please list funds below.)
Proaram Source
.#
Amount Received
f
$
- C. Will additional CDBG/HOME funds be required in future years for the project?
Id No 0 Yes
b’hd:\APPLKATION) Revised: 10~3100
’ Cify of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 4
7
Ill. BENEFITS & BENEFICIARIES
A* . How accessible or convenient is the proposed program/project to Carlsbad ._ residents? (Please be specific such as direct services to client’s home,
transportation provided to and from facility, or relation to public transportation.)
We are extremely accessible and convenient, we are located right in the middle of Barrio Carlos
in downtown Carlsbad, within walking distance of most of our youth’s homes. Also, we are
reasonable accessible to all other Carlsbad residents.
B. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%;
Please see the 2001-2002 Income Limits for the CDBG/HOME Program)
50 % of clients are at 30 percent or below of the area median income
36 % of clients are between 31 and 50 percent of the area median income
% of clients are between 51 and 80 percent of the area median income 9
5 % of clients are above 80 percent of the area median income
C.
r‘
Please describe how low and moderate income persons will benefit from the
proposed program/project. Include the need or problem to be addressed in
relation to Consolidated Plan housing and community development priorities, as
well as the population to be served or the area to be benefited. (See
Consolidated Plan Priorities)
8 6% of the children we serve come from low and very low income families. Carlsbad schools Superintendent Cheryl Ernst recently told our city council, “Student population in Carlsbad will
almost double in the next 10 years.”
Thti City of Carlsbad arrested 987 juveniles in 1995 and 1996, in 1997 and 1998 the City of Carlsbad arrested 1,703 juveniles. The amount of taxpayer dollars for all these arrests is staggering. In the U.S. Department of Justice: Juvenile offenders and victims: 1999 National Report: “Preventing one youth from leaving s&o1 and turning to a life of crime and drugs saves society approsimately $2 million dollars. We provide tier school care, cultural enrichment, recreation, and self-improvement programs during the most critical hours Of the day.
D. Plgase indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents.
Households or 300 . Persons of which 74% are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
Cl No Ill Yes (Please specify)
:-
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers & day laborers, Elderly, Children, etc.)
We provide free services that directly benefit extremely low-income children, extremely low-
income families and single parent homes. There has never been a membership fee to use our
services at Join Hands Save A Life and the youth pay no fees for any of our activities. We serve
primarily “At-risk” youth 6 days per week from 2:30 p.m. to IO:30 p.m.
~W~d:\APPllCAllON) Revbed: 101310~
*
Clfy of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 5
F IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehabilitation, property acquisition, ofher construction related or new public/community service
program/project as Attachment D. The agency must ensure the etipenditure of all CDBG/HOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above
information is true and correct to the best of my knowledge.
,-3;L V&=& &PcrLtr7/Vzf DM.Ecp~
Signature Title
/Z-26- zo-
Date
Date Received:
.Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination: r-
. . .
j~ffd:\APPLlCATIONj Revised: 10/3/oO
. A . 4 l
CA
.
x
5
L
.
1
t s
l-
ti 5 B
I
FRANK ANTHONY SORINO
3528 MADISON STREET
CARLSBAD, CA 92008
(619) 720-0540
AREAS OF EXPERTISE
GANG PREVENTION/INTERVENTION CONFLICT RESOLUTION, MEDIATION
DRUG AWARENESS SOCIAL WORK GANG AWARENESS
SPECIAL SKILLS
STRONG ABILITY TO RELATE WELL TO TEENAGERS, PARTICULARLY THOSE WITH PROBLEMS.
EXCELLENT PHYSICAL TRAINING KNOWLEDGE AND SKILLS, ESPECIALLY IN THE AREA OF BOXING.
EXPERIENCE
1991 - PRESENT CHIEF EXECUTIVE OFFICER - PRESIDENT .
“JOIN HANDS - SAVE A LIFE” (J.H.S.A.L.)
l FOUNDED THE NON- PROFIT CHARITABLE CORPORATION.
l AWARDED SEVERAL CITY AND C.D.B.G. GRANTS.
l SPECIALIZE IN GANG PREVENTION AND INTERVENTION.
. SUPPORTED BY THE CARLSBAD POLICE DEPARTMENT, CARLSBAD YES AND HOME
SAVINGS OF AMERICA.
1993 - 1995
- 1993 - 1995
1994 - 1995
1992 - 1994
1992
1988 - 1990
1980 - 1984
:-
GANG PREVENTION SPECIALIST
SAN DIEGO COUNTY OFFICE OF EDUCATION
l TEACH GANG PREVENTION/INTERVENTION CLASSES.
l EMON PROGRAM (EDUCATE, MOTIVATE, ORGANIZE AND MOBILIZE).
CORE MEMBER
CARLSBAD YOUTH ENRICHMENT SERVICES (CARLSBAD YES)
l COMPOSED OF COMMUNITY MEMBERS FROM VARIOUS PUBLIC AND PRIVATE AGENCIES,
BUSINESSES AND CONCERNED CITIZENS.
. REGULARLY MEET TO NETWORK AND REVIRN EXISTING SERVICES FOR THE YOUTH OF
CARLSBAD.
SCHOOL Bus DRIVER
CARLSBAD UNIFIED SCHOOL DISTRICT, TRANSPORTATION DEPARTMENT
VICE PRESIDENT
CALIFORNIA BORDER ASSOCIATION, U.S.A. BOXING
l OVERSEE AND HELP GOVERN AMATEUR BOXING IN SAN DIEGO AND IMPERIAL
COUNTIES.
PRESIDENT
COACHES ASSOCIATION, U.S.A. BOXING
C~UNSELOR
NEW HAVEN HOME, VISTA, CA
l SUPERVISED AND MINIMIZED CONFLICTS BETWEEN RESIDENTS OF THIS GROUP HOME
FOR TEENAGE BOYS.
l TRAINED TO RESTRAIN AND ASSIST THOSE SHOWING HARM TO HIMSELF OR OTHERS.
l PROVIDED SUPPORT, UNDERSTANDING AND DIRECTION TO RESIDENTS.
PROGRAM DIRECTOR CHI-ALPHA (OUTREACH PROGRAM FOR TROUBLED TEENS)
l COUNSELED TEENS.
l DEVELOP.ED AND SUPERVISED PROGRAMS TO HELP TEENS WHO WERE RUN-AWAYS,
GANG MEMBERS, OR HAD DRUG, ALCOHOL OR FAMILY AND EDUCATIONAL PROBLEMS.
CURRICULUM VITAE
J. BARRY McGRATH, Ph.D.
EDUCATION
.1992 Ph.D. Human Behavior, U.S.I.U.
1971 MA English Literature, San Diego State
1962 MED Worcester State College
1959 BS, Boston College
WORK EXPERIENCE
Court School (Summit School), Vista, CA Program Director
1991-199s
Court School (Summit School), Oceanside, CA
Program Director
1990-1990
Girls Rehabilitation Facility, Juvenile Hall, Sand Diego, CA Program Director
1989-1991
/h
Grossmont College, El Cajon, CA Part-time English Instructor
University of San Diego High School, San Diego, CA English Teacher, English Department Chairperson
Bask tball and Tennis Coach
1964-1988
President Teachers Association, Administiative Council
VOLUNTEER EXPERIENCE
Join Hands - Save a Life, Carlsbad, CA
Bawd of Directors
1993-1995
Netherland’s West Homeowners Association, Carlsbad, CA
President
1983-1995
Collwood Townhouse Homeowners Association, San Diego, CA
President
1978
PUBLICATIONS
,-
Influence of Homework on Malbeth Test Scores
Doctoral Dissertation
1992
Hawthorne and Reform
Masters 73esis
1971
. . . .
CURRICULUM VITAE
P Salvador Gomes Velazouez. ND CA STATE LIC: G43914
1764 Troy Lane DEA NO.: AV2029379
Oceanside. CA 92054 AAFP BOARD CERT: 1988-95
(619 1 722-0908
EDUCATION:
l?E!<)-1982 Resident ohyslcian. San Bernadino County Medical
Center. Family Practice Program, AAFP Boards 07/E2
1979-1980 Internship. San Bernadino County Medical Center
Family Practice Program
1975-1979 Received M.D.. University of California at Irvine.
California College of Medicine
i971-1975 Bachelor of Science. Physiology from the University of
California at Berkeley
WORK EXPERIENCE: --
4190 to P oresent
7/28/86 to
S/15/90
1984 to
07186
1984 to
07186
1983-1984
19;4
1983-19R4 --
lSP;-1984
Primary Care Physician, SCPMG
Carlsbad Clinic. Carlsbad CA
Primary Care (full-time)
Primary care physician, The Mission Park Clinic
Oceanside. CA
Primary Care (full time)
Primary care ohysician. Pacific Community Medical
Group, Ranch0 California. CA
Minor trauma and primary care (full time)
Primary care physician. Fallbrook Communitv Clinic
Fallbrook, CA
Primary Care (part time)
Emergency room physician, Calexico Community Hospital
Calexico? CA
Trauma and primary care (part time)
Primary care physician, California Health Plan,
Mission Medical Center. El Cajon, CA
Minor trauma and orimary care (full time)
Primary care physician? Tri-Community Famrly Practice
Group) tiriqhtwood. CA .
Minor trauma and primary care [part time)
Frlmarv care physician, Redlands Urgent Care CllniC
Redlands, CA
Minor trauma and primary care [Dart tlrncl
WORK EXPERIENCE: I con t inued 1
1983 Emergency room physician? Santa Fe Community Hosoital
Los Angeles, CA
Trauma and orimary care (part time)
1982-1983 Primary care ohysician, Snowline Family Care Center
Wrightwood. CA
Miner trauma and primary care (part time)
1982 Emergency room physician, San Antonio COmmUnitY
HOSDital* Upland, CA
Trauma and primary care (Part time1
1980-1982 Emergency room physician, San Bernadino County hedical
Center T San Bernadino, CA
Trauma and orimary care (part time)
VOLUNTEER EXPERIENCE:
1983 to
oresen t
Member of Advisory Board. Adamic Institute Center
for Attudinal Healing, Redlands. CA
Counseling of children and families with cancer
1982-1985 Game-side physician, Serrano High School football
game5, Phelan, CA
1981-1982 Ringside physician T local and regional AAU boxing
matches in San Bernadino County
1978-1979 Primary care provider as fourth year medical student
for Placentia Community.Clinic, Placentia, CA
1972-1975 Laboratory technician and supervisory for Clinica
de la Raza, Oakland, CA
PUBLICATIONS:
1981-1982 AAFP Monograoh on Thyroid Disease, contributed to
sections on fetal-maternal interaction and pediatric
thyroid dysfunctions
PERSONAL BACKGROUND: --
1 was raised in the Imoerial Valley and spent my entire youth
there nurtured by strong family ties. I am fluently bilingual in
Soanish and English. I currently pursue interests in PhilOSODhy,
comoarntive theology, jazz, classical music, and woodwcrkinq.
.’ .
JUDY ANN BARBER
,- I
8013 Ramblewood Way Citrus Heights, California 95610 (916) 726-5291
PBRSONAL:
Single U.S. Citizen
BDUCATION:
Administrative Credential, California State University, Sacramento, January, 1984 M.S., Education, University of Southern California, May, 19’75 California Standard Secondary Teaching Credential, 1975 California Standard Elementary Credential, 1974 B.A., Sociology, minor, Psychology, Fullerton State University, June, 1973
CEtiTD?ICATE:
Teaching English to Speakers of Other Languages (TESOL), June 1975
AR&IS OF SPECJALIZIID TRAJ.NING:
Corrections Education, Special Education, Teaching Survival Education, Sociology, Counseling, and Program Administration
EXPBRIBNCE:
Janwry 1985 to Present COMMUNITY SCHOOL, SACRAMENTO COUNTY OFFICE OF EDUCATION Pilot Project - helped to pioneer Sacramento County Community School by establishing and implementing the school curriculum peculiar to this pilot program. Duties include teaching math, English, history, and science in a self-contained junior and senior high school program. Programs are individualized to accommodate the age, range and subject requirements of enroll- ed students. Additionally, I teach a coping skills program to improve students social, employ- ability and survival skills. Contract independent study is also available as an alternative in meeting educational needs. Moreover, I am involved in administrative and coordination of
school activites with district personnel, probation department personnel and student’s parents.
January, 1984 - June, 1984 SACRAMENTO COUNTY OFFICE OF EDUCATION, EDUCATIONAL SERVICES DEPARTMENT Administrative Intern (Special Assignment) - Coordinated 15th -4nnuaI Sacramento County Junior High Spelling Championship and 2nd Annual Sacramento County Elementary Spelling Championship. Served as Master of Ceremonies for both contest. Served as judge at The Sac- ramento Bee Spelling Championship. Coordinated and attended Chapter 2, federallyfunded conferenc!for private school extension programs. Acted as consultant to Sacramento County Kindergarten Steering Committee. Participated in Sacramento County Justice System Advisory Group meetings.
1975 - 1977, EL CENTRO JR. SR. HIGH SCHOOL, JUVENILE HALL, SACRAMENTO, CA Long-Term Substitute Teacher - Teaching classes in the communication arts, social studies, and an art expression class.
1974 - 1975 EL CENTRO JR. SR. HIGH SCHOOL, JUVENILE HALL, SACRAMENTO, CA Teacher Corps Intern - Teacher, developing and teaching Survival Education Curriculum, teach-
ing high school social studies, individualized tutoring, one-to-one counseling, and home visita- tion. Administering and developing a juvenile hall based community re-entry program designed to lower juvenile recidivism rate.
__ _.“... _
- n;bYANZ?BARBiXti . : . . PAGE 2
1973 - 1974 NORTE DEL RIO HIGH SCHOOL, SACRAMENTO, CA ‘Teacher Corps Intern - Teacher, teaching high school sociology in conjunction with M ?I- Teacher. Teaching Survival Education class of EMR (Educationally Mentally Retarded) students, in conjuction with Master Teacher. ! July 1974 - December 1974 JUVENILE HALL, SACRAMENTO, CA Volunteer Probation Officer, supervising two women on probation, one-to-one counseling, home visitation, enrolling women in classes and acting as educational liaison between ‘probation office and women’s school.
September 1972 - May 1973 STARBUCK JR. HIGH SCHOOL, LA HABRA, CA Volunteer Teacher Aide, tutoring individual students with reading problems, helping to motivate and build self-concept.
June 1968 -September 1968 BREA PSYCHIATRIC HOSPITAL Volunteer Aide for mentally ill, participation in recreational activities with patients, facilitat- ing their personal health hygiene.
SPECIAL PROJECTS:
In 1985 I was one of six educators selected by the Sacramento County Office of Education to produce a master Educational Technology Plan.
As a member of the Educational Technology and Advisory Committee I helped establish the goals and objectives for the educationaI plan that has been adopted by the Roard of Education for implementation by administrators and teachers.
The document developed through research of the needs of the students address regional occupation programs, juvenile court schools, community schools, outdoor education and a variety of programs in special education.
In 1983 I was chosen by the Sacramento County Office of Education as a committee mem- ber to help revise the Sacramento County Office of Education Elementary and Secondary Course of Study.
The primary purpose of the cdmmittee was to bring the course of study into compliance with Senate Bill 813 mandates. The committee established the courses of study required to comply with the state approved curriculum guidelines developed by the state department staff and approved by the State Board of Education.
PBRSONAL INTERESTS:
Golf, Sewing, Continuing Program of Higher Education for Self Improvement and Enjoyment.
D7NOYATIONS OF EDUCATION:
Development of Survival Education Curriculum
PUBLICATIONS:
JUVENILE HALL BASED COMMUNITY RE-ENTRY PROGRAM, Masters’ Thesis, University of Southern California, May 1976.
REPBRENCES:
References available on request.
JOIN HANDS SDIJE fl LIFE
- MULTIPURPOSE GYM BUlLDING
EHPENSES
STEEC BUILDING
STEEL BUILDING ERECTION
SITE 8 FOUNDATIONS
PtUMBING
ELECTRICAL
GENERRL CONSTRUCTION
PERMITS @ FEES
SOGQE
RRCHITECT
CIUIL ENGINEER
MECHRNICRL OESIGN
SOILS ENGINEER
LRNOSCRPE ARCHITECT
TESTING 8 INSPECTION
CONSTRUCT1 ON MRNRGEMENT
FURNISHINGS
RENDERING
CONTINGENCY
TOFRl EXPENSES
EHPENDITURES /4 PROFESS I ONAL SERU I CES 13 FEE’S
RBUENUES
CONTRIBUTIONS / GRANTS
FURNISHINGS
IN KIND SERUICES
C D B G RGREEMENT
COBG 28Be/el
C D B G 2881 /B2 ( PROPOSED I
TOTAL REUENUES
115,64e.e9
39,588.BB
78,emee
11) 158.68
35,sse.ee
234,298.88
55,975.98
12,886.88
24,888.88
12,886.68
2,588.ee
3,888.86
Q,BBB.BB
2,eeem
38,965.W
42,888.w
I ,eee.ee
75.729.88
779,387.88
67,799.35
65,68e.e6
42,689.08
t=,eee.e8
3 12,387.8&l
B9,888.B8
j so,eee.ee
779,367.80
12-20-00
I-72-00
I-22-00
z-1-00
6-30-00
Attachment Xl
JOIN HANDS - SAVE A LIFE
IMPLEMENTATION SCHEDULE
-..- . ._ .-.
Advertise the Invitation for bid in general circulation publications.
Receive bids from contractors.
Execute agreement with the general contractor for construction. .
Commence construction.
CompIete construction.
I - .-
December 11,200O
KENNEtH A. PURDV, AIA.
ARCHITECTS & PLANNERS
2017 PINTORESCO Cl. CARLSBAD. CA 92009
(760) 622.6422
FAX (760) 632.6269
Frank A. Sorino
Join Hands--Save A Life
3528 Madison St.
Carlsbad, CA 92008
Dear Frank:
As you have requested I would like to summarize
my FEE arrangements for your building project.
To date I have spent 300 hours in preparing
construction documents, procuring consultants,
and attending meetings. At current billing rate
this would total as follows:
300 hours x $100.00=$30,000.00
Our original agreement and contract amount forr
this work was $6,175.00.
I am pleased to donate the.difference of $ 23,825.OO
towards your project.
i!fs rely,
(rchitect
F Dtcclnbtr 10, ma
Fronh: A. Sorim
Chief Exrartive C&xx
u Join HilRde swe a Lifz
3528 Wison Street
Carlsbad, CdXornk92008
As per yb~r requst, pbe note that to date we have spent 56 hours in devcIoping the Design
Concept for yaw Rccmtion Cater. At current billing rate that would qmc a follows:
56h x $lZ/ hr. - $7ooo.00
&mm br Smith is plased to donate this time towa.r& your efforts and wish you coati
succcs.
P
F.H. ‘Trip’ 3&nnctc, IU
7755 Fey Avenue Sulk C lo Joli~, California 92037 tel 61%dSd~d5.55 fox b 1945d.9164
.
I-- “Join Hands-Save a Life” is a community based youth service program designed to be
a community effort to enhance the lives of the youth in our community.
Our goal is to help relieve stress in the homes of the lowest income families by providing
free services for their youth.
Our objective is to provide a constructive alternative to the “at-risk” youth of our
community that meet in the streets with no place to go and nothing to do, that out of boredom or a search for excitement, will not have to turn to destructive behavior like
recreational drug experimentation, alcohol abuse, gra.iXti, robbery or gang violence.
Presently we provide after-school, evening and weekend activities for “at-risk” extremeIy
low income youth. Some of our supervised activities include:
l Boxing 0
Art l
Field Trips l
Study Hall l
Dances l
Counseling a
Mentoring
Basketball 0
Job Training l
Conflict Resolution l
Music l
Community Services 0
Guest Speakers l
Youth Board Meetings .
Neighborhood Watch .
Hire a Youth 0
Attending City Council .
Meetings l WeightlifiingKonditioning .
Graffiti Clean-ups l Mediation l Picnics l
Pizza Nights
Probation Services
Police Department Workouts
Free Transportation
24 Hours Hotline
Medical Examinations
Video Productions
Fishing Trips
Drug Awareness
Work Projects
Soccer
On Feb. 2, 1999 after years of meeting with the Carlsbad Design Review Board, the City
Council approved our 6, 175 square foot recreational social Center on Roosevelt Street.
Sincerely,
36 c 4fpJ->
Frank Anthony Sorino
Executive Director
Join Hands Save a Life
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 1
P
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2001-2002
The following information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. All information requested must be provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
The application must not exceed a total of fifteen (15) pages, including the required
attachments as listed in the Checklist of Required Documents. Ten copies of the completed
application package, including attachments, must be submitted prior to December 22nd to
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA
92008.
ADMINISTRATING AGENCY
Name of Agency: Solutions Family Center Limited Partnership c/o Community Housina of
North Countv -General Partner
Address: 1820 S. Escondido Blvd., Ste. 101, Escondido CA 92025
F Federal Tax ID Number: Application is beina processed
PROPOSED PROGRAM/PROJECT
Title of Program/Project: Solutions Familv Center
Location of Program/Project: Olive Avenue, Vista CA
Contact Person: Susan M. Revnolds TelephoneNo.: (760)432-6878
Requested Funding Amount: $ 75,000
Brief Description of Program/Project (Describe the work to be performed, including the activities
to be undertaken or the services to be provided, the goals and objectives of the
program/project, etc.):
Property Description
Physical Desian
A 1.74-acre vacant lot will be developed to create The Solutions Family Center a new
construction transitional housing development for San Diego County’s homeless residents. The
Center will be a home for 100 homeless adults and children from many North County
communities . This site will feature outdoor play areas and recreational space for families. The
Center will consist of one two-story building. The first floor will contain the Family living quarters
and laundry room. The units will resemble apartments, which will provide communal living
spaces (kitchens and living rooms). However, the bedrooms and bathrooms will be private
spaces for individual families.
(Word:\APPLICATIONJ
Revised: 12/21/00
Cify of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 2
A second floor will provide a large gathering space for all residents. Included in this floor plan
will be space for supportive services, classrooms, a commercial kitchen, and administrative
offices.
Zoninq
The City of Vista will require a Conditional Use Permit in order to develop this site for use as a
transition shelter facility. The site is presently zoned light industrial (M-l) and will require a General
Plan amendment and zoning change to accommodate the shelter. The site on Olive Avenue
has been positively reviewed by the Vista Planning Department, which has worked closely with
Solution’s Site Selection Committee in locating the appropriate site for this type of development.
Community Housing of North County, the General Partner of the Limited Partnership will lead the
application process in obtaining a CUP for the development of this site. North County Solutions
for Change, the limited partner, will assure that the design matches their operating plan. The
City of Vista has committed $30,000 towards the predevelopment and acquisition of this
development, as well as technical support from the Planning Department. Submission of the CUP
will occur in March 2001.
Community Su~t3ort
Both Community Housing and Solution for Change development philosophy is based on
community input. The process to invite the surrounding community into the development
process will be done through a door to door process of meeting the neighbor and handing out
invitation to a scheduled community meeting. There will be several follow-up community
meeting as Solution Family Center Limited Partnership proceeds in developing process for The
Center.
Procrram DesCriDtiOn
Proaram Objectives
The safety and immediate basic needs of a warm, dry clean place with adequate meals and
clean clothes will be The Center’s first priority in assisting homeless families. Once these needs
are fulfilled, The Center will then respond quickly to the long term housing, employment, and
support service needs of the homeless families. North County Solutions for Change has designed
and used a housing and economic recovery model that has proven to work exceptionally well
within this short term service-enhanced environment.
The goal is to assess the person’s housing, employment and service needs and then act as the
persons housing placement advocate. An individualized plan is created in the first three days
and case management of the plan is then aggressively worked on until suitable housing,
employment and service resources are identified and secured.
The needs of the children in the shelter will be a major priority. The Center will provide three
nutritious meals per day. Children will be seen immediately by an on-site nurse prior to entering
The Center and again at the clinic the first week after entering the program. North County
Solution has entered into a partnership with the VUSD to provide on-site teachers to support staff.
Vista School District will allocate resources directly to the Center to for this in house educational
support program.
(Word:\APPLICATION)
Revised: 12/20/00
Cify of Carlsbad
2001-2002 CDBGIHOME Funding Application
Page 3
Overall, The Center will be a short-term enhanced transitional housing program. It will be an
entry point in the North County region’s Continuum of Care System. The Center’s purpose will be
to act as the passageway for families into long-term supportive housing programs, Section 8 or
affordable rental housing situations. The Solutions Family Center will act as a pivot point rather
than a resting spot. It will help families transition into these other resources quickly by helping
them qualify for the Family Reunification Housing Assistance, or by helping them increase their
income earning capacity so that they will be able to secure affordable rental housing in less
than six months. The idea is to create an opportunity where families can “recover” and rebound
from their homeless condition as quickly as possible.
I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
X Non-profit cl For-profit
cl Local public agency cl State public agency
X Other (Please specify.) Limited Partnership (Family Solution Center Limited
Partnership
B. What is the purpose/mission of the agency?
The purpose and mission of this joint venture project between Community Housing and
Solutions for Changes Partnership is to acquire, develop, own and operate a low income
transitional housing project located in the City of Vista California. Two non-profit
agencies dedicated to housing and improving the quality of life for low-income
families have partnered to provide the County of San Diego with a transitional
housing development at minimum cost, which fulfills the missions and goals of both
agencies.
North County Solutions for Change mission is dedicated to instilling attitudes of self-
accountability and personal respect in homeless clients. Community Housing of North
County’s mission is to develop and manage housing that provides quality, supportive
living environments for working families and people in need.
This partnership harnesses strengths of each agency. Community Housing has been
developing housing units (permanent and transitional) for over 11 years and has
extensive development knowledge that will help make this project economically
feasible. The staff at North County Solutions for Change has been managing homeless
shelter for over seven years and has extensive knowledge of best practices in providing
services to this segment of the population. The partnership will exist to develop the
project, and will then turn the site over to Solutions’ ownership and operation.
Working together both agencies will be able to call on a wealth of resources to ensure
that this project will be economical in design, construction and operation, as well
aesthetically pleasing to the surrounding community. And more importantly this joint
venture will provide a result orientated program for the families in need of shelter and
supportive services, which will help to end the cycle of homelessness that many of these
families return to at the end of winter homeless shelter programs.
C. How long has this agency been in operation? Please include the date of
incorporation?
In 1993, a coalition of five nonprofit agencies and several churches launched an
Emergency Winter Shelter to provide housing and support services to people who were
homeless in the greater north San Diego County metro area. This coalition became
known as Vistan’s in Service to Active Recovery (V.S.T.A.R.).
(Word:\APPLICATION)
Revised: 12/20/00
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 4
P
In an effort to implement a permanent year round solution, rather than the yearly winter
“band-aids”, The V.1.S.T.A.R coalition helped organize the Regional Homeless Family Task’
Force, which empowered the individual persons who started and managed the winter
Shelter for seven years to become a new non-profit organization -North County Solutions
for Change. North County Solution for Change was incorporated on November 15, 1999.
Community Housing of North County has been developing and managing quality
Affordable for working families and people in need since 1988 in San Diego County.
Community Housing was incorporated on March 25, 1998.
The Partnership was formed in December, 2000.
D. How long has this agency been providing the proposed program/project?
Community Housing of North County has over eleven years of experience developing
and managing affordable housing development in the North County.
l Community Housing has built seven complexes, and acquired and rehabilitated
seven complexes, with nearly 600 housing units.
. Developments serve diverse communities, including City Heights, Encinitas,
Escondido, Fallbrook, Lakeside, Oceanside, Poway, and Vista.
/c
l Developments in progress include over 500 units in developments across San Diego
County
North County Solutions for Change operated the Vista Winter Shelter 2000 program
from December 17, 1999 until the close of the winter shelter on March 17,200O.
However, the person (Chris Megison) responsible for managing and operating the
shelter has ten years of experience in working with the homeless population of San
Diego County.
E. Please submit an organizational chart for the agency as Attachment A.
* Organizational chart is included in attachment section.
F. Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment B but not in lieu of a complete response.)
North County Solutions for Chancre:
Mr. Chris Megison launched his own non-profit in November of 1999 - North
County Solutions for Change Incorporated (NCSFC). He has completed two
emergency housing projects sponsored by the city of Vista and has developed a
third project called the Solutions Family Center. He has served as a member of
Vista’s Homeless Advisory Committee for three years and has served as Chairman
to the North Coastal Coalition for the Development Associates and belongs to
the Rotary of Shadowridge Vista.
After serving 10 years in the USMC, Megison received an Honorable discharge
and joined the private non-profit sector so that he could leverage his Marine
Corps education and experience to contribute to his community. While in th
Mariness, Megison was one of 80 Marines nationwide to be appointed a Certified
Substance Abuse Counselor and obtained over 1000 classroom hours of
(Word:\APPLICATION)
Revised: 12/20/00
City of Carlsbad
2001-2002 CDBGIHOME Funding Application
Page 5
advanced training from accredited institutions, including Rutgers University,
Maryland University, Johnston and Hazleton Institutions in counse3ling techniques
and practices. In 1987 he was selected by the Commandant of the Marine Corp
to administer a newly treatment center operated by the military and assigned as
one of three Marine substance abuse counselors. Megison was awarded Service
Member of the Year 1989 and given a Navy Commendation Award for his
developing multi- disciplinary counseling techniques. In 1991 Megson was
transferred back to Camp Pendleton, CA and selected to develop and
administer a satellite’ Counseling Center aboard a high drug and alcohol
incident rate location aboard the base. Within 16 months the camps’ incident
rate fell 65 percent.
Megison joined the non-profit Alpha Project in 1992 and was promoted twice in
two years to Regional Director. Megison directed the Casa Raphael program in
Vista for seven years. He successfully negotiated two special Use Permit
applications for transitional housing programs, and was responsible for obtaining
discretionary approvals for three other shelters. Megisons’ most notable
achievement while with the Alpha Project was creating a successful $400,000 a
year micro-enterprise program by forging a strategic alliance with the North
County Times Newspaper. This “hawker program” grew into an $800,000 per year
social purpose enterprise after the Los Angeles Times and the USA Today
Newspapers contracted with Megison to provide exclusive vending operations at
football and a baseball stadiums. Through these strategic business alliances, the
Alpha Projects’s North County operation became completely self sufficient
through earned income revenues eliminating the need for further public funding.
(Word:\APPLICATION)
Revised: 12/20/00
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 6
Community Housinq of North County
.
SUE REYNOLDS
Executive Director
Community Housing of North County
Sue Reynolds has led Community Housing of North County as Executive
Director since September, 1997. With 20 years of experience in affordable
housing issues, Ms. Reynolds ,also brings broad experience in nonprofit
development training, development finance, and resident-controlled forms of 1
multifamily ownership. She has’. been responsible for the financing or
development of over 1000 affordable units in 18. projects over her .
professional career.
As Deputy Director of the California Housing Partnership Corporation,
Ms. Reynolds packaged housing projects for community nonprofits totalling
over $30 million in financing. These projects drew on a variety of financing
sources, including tax credit syndication, tax exempt bonds, and HUD
preservation financing, as well ai government and private funds.
Training in housing development for nonprofits, boards, and local
governments is another specialty area for Ms. Reynolds. In recent years she
has been the lead trainer for over 20 multi-week and multi-day courses on
these subjects in California, Texas, Arizona, and other Western states.
Ms. Reynolds has assisted projects with a wide range of resident-controlled
ownership models, including limited equity cooperatives and tenant/nonprofit
joint ventures. .
Technical assistance manuals, policy reports, and a variety of articles are
included on Ms. Reynolds’ list of publications. In nearly a decade of housmg
work in ,New York City, she staffed the citywide federation of community-
based nonprofits, and was a planner and project packager at New York’s Pratt
Institute Center for Community and Environmental Development. She has
also taught graduate-level planning courses.
Ms. Reynolds holds a Master of Urban Planning degree from Columbia
University.
(WOrd:\APPCICATION)
Revised: 12/20/00
Cify of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 7
r
G. Please indicate your agency’s level of experience with the CDBG/HOME
program.
CDBG/HOME Droaram:
0 No or little experience, up to 1 year of using CDBG/HOME funds.
q Some experience, 2 to 3 years of using CDBG/HOME funds.
q Moderate experience, 4 to 5 years of using CDBG/HOME funds.
X Considerable experience, more than 5 years of using CDBG/HOME funds.
In the past six years Community Housing of North County has acquired $60 million
in development financing, including over $26 million in diverse public sources, $18
million in equity, and $12 million in private debt. In addition CHNC manages
nearly $3 million in project operating budgets an over $1 million in adminstrative
funds each year. Community Housing closed its first project with CDBG funding,
las Casitas, in 199 1.
North County Solution for Change in just eight months since being founded has
demonstrated a strong capacity for financing development. North County
Solutions for Change has received over $200,000 in contributins and has
successfully managed the contracts with the City of Vista for $146,000, FEMA for
$14,000 and the County of San Diego for $5,000.
r
H. If you have received federal funds, including CDBG/HOME funds, in previous
years, have program violation findings ever been made against your
agency/organization?
X No q Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget.
*Documents are included in attachment section.
B. Did you receive any of the following sources of funding from the City of Carlsbad
within the last two years (1999-2000 and 2000-2001) for the proposed
program/project?
Sources of Fundinq
CDBG
Community Activities (General Fund monies)
No y&s
xNo q YES
xN0 q Yes
If yes, please indicate amount and status of previously awarded funds (fully expended, funds
remaining, program/project discontinued).
(Word:\APPLICATION)
Revised: 12/20/00
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 8
CDBG/HOME funds
Amount Received Status
Community Activities
B. Did you receive any federal funds, including CDBG/HOME funding from other
cities, last year (July 2000 - June 2001)?
q No X Yes (Please list funds below.)
Proaram Source Amount Received
CHNCKDBG FUNDS $100,000
Escondido/for development
Eucalyptus View Apart.
C. Will additional CDBG/HOME funds be required in future years for the project?
X No q Yes
Ill. BENEFITS & BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Carlsbad
residents? (Please be specific such as direct services to client’s home,
transportation provided to and from facility, or relation to public transportation.)
The development site is accessible by public transportation via Melrose Avenue.
B. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%;
Please see the 2001-2002 Income Limits for the CDBG/HOME Program)
100 % of clients are at 30 percent or below of the area median income
% of clients are between 31 and 50 percent of the area median income
% of clients are between 51 and 80 percent of the area median income
% of clients are above 80 percent of the area median income
C. Please describe how low and moderate income persons will benefit from the
proposed program/project. Include the need or problem to be addressed in
relation to Consolidated Plan housing and community development priorities, as
well as the population to be served or the area to be benefited. (See
Consolidated Plan Priorities)
The problem and need that will be addressed through the Solutions Family Center
is one that has been noted by San Diego County elected officials for nearly a
decade, homelessness throughout the county. The San Diego Urban County and
HOME Consortium 2000-2005 Consolidated Plan states, “homelessness is a
regional issue that requires a regional solution.”
(Word:\APPLICATION]
Revised: 12/20/00
Cify of Carlsbad
2001-2002 CDBGIHOME Funding Application
Page 9
Most North County cities have listed housing for “homeless families” as a “high
priority” within their Consolidated Plans and agree that a regional homeless
residential center with comprehensive supportive services and personal
economic development opportunities is needed to address this regional problem.
The 2000-2005 Consolidated Plan states as of May 2000 there were approximately
2,100 family members’ that made up at least a quarter of the urban homeless
population in the region. Moreover, single women head the majority of homeless
families. However, there has been increase in the number of single male parents
with children seeking shelter, which translates into an increase number of children
who are homeless.
The Vista Winter Shelter 2000 operated by North County Solutions for Change saw
five-times the number of homeless children during the three coldest winter
months. San Diego shelters saw the face of the homeless individual change into
that of dependent youths and their guardians. During the course of the winter
several temporary area shelters experienced record numbers of children staying
in their facilities.
North County Solutions for Change helped 326 children who stayed at the shelter
from December 17, 1999 through June 30,2000,4083 nights of safe warm housing.
Brother Bennos reports an increase of three times the number
The Solution Family Center proposes to begin to address homelessness in the
County of San Diego by building a short term service intense facility to house
homeless families from all San Diego communities. The Center’s proposition
includes providing quality services to homeless families that allow them to move
from homelessness to self-sufficiency and finally, to independent living.
D. Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents.
Households (every six months} or 100 Persons of which %are Carlsbad
residents
E. Does your agency focus its activities on populations with special needs?
q No X Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers & day laborers, Elderly, Children, etc.)
The Solution Family Center will direct their services toward homeless families of
North County and San Diego. The program will focus on empowering the whole
family unit to become a strong and viable community asset.
IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
(Word:\APPLICATION)
Revised: 12/20/00
City of Carlsbad
2001-2002 CDBGIHOME Funding Application
Page 10
rehabilitation, property acquisition, other construction related or new public/community service
program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above
information is true and correct to the best of my knowledge.
Susan M. Reynolds Executive Direct-f CHNC General Partner of Solutions Family Center
Limite&i?arW&hi&-j
Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination:
(Word:\APPLICATION)
Revised: 12/20/00
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Project Time Lines
Project Title: Applicant: Solutions Family Center Limited Partnership
SITE
Environmental Review Completed
Site Acquired
LOCAL PERMITS
Conditional Use Permit
Variance
Site Plan Review
Grading Permit
Building Permit
CONSTRUCTION FINANCING
Loan Application
Enforceable Commitment
Closing and Disbursement
,7- PERMANENT FINANCING
Loan Application
Enforceable Commitment
Closing and Disbursement
OTHER LOANS AND GRANTS
Type and Source:AHP
Application
Closing or Award
Funds Available
OTHER LOANS AND GRANTS
Type and Source Carlsbad HOME
Application
Closing or Award
Funds Available
OTHER LOANS AND GRANTS
Type and Source San Marcos
Application
Closing or Award
Funds Available
Proiected Date of Completion
2io1
3101
5101
N/a
4/01
1 l/O1
12lOl
4/oj
5101
1 o/o1
3/01
4/01
8102
4/o 1
6/01
11101
12/00
3101
1 l/O1
4/o 1
8/01
1 l/O1
,-
39
.
OTHER LOANS AND GRANTS
Type and Source Vista $30,000 commited
Application
Closing or Award
Funds Available
OTHER LOANS AND GRANTS
Type and Source:EHAP
Application
Closing or Award
Funds Available
OTHER LOANS AND GRANTS
Type and Source: MHP
Application
Closing or Award
Funds Available
10% of Costs /ncurred
Constfucfion Start
Construction Completion
Placed In Service
Occupancy of All Low-Income Units
l/O1
301
1 l/O1
2/01
6/01
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6/01
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1 l/01
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. .
CITY OF CARLSBAD
- COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
. 2000-2001
The following information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. All information requested must be provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
The application must not exceed a total of fifteen (15) pages, including the required
attachments as listed in the Checklist of Required Documents. Ten copies of complete proposal
package, including attachments, must be submitted prior to 500 PM on December 20th to Frank
Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA 92008-
2389.
ADMINISTRATING AGENCY
Name of Agency: City of Carlsbad
Address: 2965 Roosevelt Street, Suite B
Federal Tax ID Number:
PROPOSED PROGRAM/PROJECT
Title of Program/Project: Housina Reserve Fund
Location of Program/Project: 2965 Roosevelt Street
Contact Person: Frank Boensch Telephone No.: ( 760 )434-2818
Requested Funding Amount: $990,000.00
Brief Description of Program/Project (Describe the work to be performed, including the activities
to be undertaken or the services to be provided, the goals and objectives of the
program/project, etc.):
The Housing Reserve Fund is used to deposit funds which will be available to create additional
affordable housing opportunities for Carlsbad residents. The funds would specifically be
targeted for use to acquire property to be used for new affordable housing projects,
,-
City of Carlsbad
2000-2001 CDBG/HOME Funding Application
Page 2
I. ORGANlZATlONAL ABILITY/CAPACITY
A. This agency is:
0 Non-profit III For-profit
0 Local public agency 0 State public agency
cl Other (Please specify.)
B. What is the purpose/mission of the agency?
Municipal Government
C. How long has this agency been in operation? Please include the date of
incorporation?
lncorpora ted in 7 952
D. How long has this agency been providing the proposed program/project?
Housing Reserve Fund was established during 2000-2007 program year
E. Please submit an organizational chart for the agency as Attachment A.
F. Please describe the agency’s existing staff positions directly responsible for the
proposed program/project and their qualifications and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment B but not in lieu of a complete response.)
Debbie Fountain, Housing and Redevelopment Director, will be responsible for
the program. Ms. Fountain has over 10 years of experience in affordable housing
related work.
G. Please indicate your agency’s level of experience with the CDBG/HOME
program.
CDBG/HOME proaram:
0 No or little experience, up to 1 year of using CDBG/HOME funds.
0 Some experience, 2 to 3 years of using CDBG/HOME funds,
0 Moderate experience, 4 to 5 years of using CDBG/HOME funds.
cl Considerable experience, more than 5 years of using CDBG/HOME funds.
H. If you have received federal funds, including CDBG/HOME funds, in previous
years, have program violation findings ever been made against your
agency/organization?
0 No 0 Yes
If yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
l/24/01
City of Carlsbad
2000-2001 CDBG/HOME Funding Application
Page 3
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the program/project, itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBG/HOME funds would relate to the overall proposed budget.
B. Did you receive any CDBG/HOME funds from the City of Carlsbad within the last
two years (1999-00 and 2000-01) for the proposed program/project?
q No q Yes
If yes, please indicate amount and status of previously awarded funds (fully
expended, funds remaining, program/project discontinued).
CDBG/HOME funds
Amount Received Status
$255,000 available for expenditure
C. Did you receive any federal funds, including CDBG/HOME funding from other
cities, last year (July 1999 - June 2000)?
q No q Yes (Please list funds below.)
Proaram Source Amount Received
i
s
B. Will additional CDBG/HOME funds be required in future years for the project?
q No q Yes
Ill. BENEFITS & BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Carlsbad
residents? (Please be specific such as direct services to client’s home,
transportation provided to and from facility, or relation to public transportation.)
Affordable housing opportunities will be available to all Carlsbad residents.
B. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%;
Please see the 1999-2000 Income Limits for the CDBG/HOME Program)
% of clients are at 30 percent or below of the area median income
% of clients are between 31 and 50 percent of the area median income
% of clients are between 51 and 80 percent of the area median income
% of clients are above 80 percent of the area median income
NOTE: All of those benefiting from projects assisted by the Housing Reserve Fund
would be required to have an annual household income of 80% or less than the
area median income.
1/24/O 1
City of Carlsbad
2000-2001 CDBG/HOME Funding Application
Page 4
C. Please describe how low and moderate income persons will benefit from the
proposed program/project. Include the need or problem to be addressed, as
well as the population to be served or the area to be benefited.
Low and moderate income households would benefit from projects assisted by
the Housing Reserve Fund by the increased availability of affordable housing in
the community.
D. Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents.
Households or Persons of which -% are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
q No q Yes (Please specify)
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers & day laborers, Elderly, Children, etc.)
IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehabilitation, property acquisition, other construction related or new
public/community service program/project as Attachment D. The agency must
ensure the expenditure of all CDBG/HOME funds awarded within the program
year.
I, the undersigned, do hereby attest that the above information is true and correct to the best of
my knowledge.
Signature
&crctT. /%dQ/vrr
Title ’
/- 1y- d/
Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination:
1/24/O 1