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HomeMy WebLinkAbout2001-03-20; City Council; 16120 Exhibit 4; Approve Allocations For CDBG/Home Program. . . r . 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 c 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 c 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 . 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: c c ~ordMPPLICATION) Revised: 1 O/3/00 c ATTACHIVENT “A” ORGANIZATIONAL CHART c c . c c I 1 --I . . - 1 t 13% , f % 3 3 e- I B cv k ! 3 w c 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 c 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. . . RESUME OF ROBERTO E. VELASQUEZ Page 2 of 5 c EMPLOYMENT HISTORY: September 1999 to present Alzheimer’s Association, San Diego Chapter San Diego, CA c 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 c August 1990 -July 1997 c November 1987 - August 1990 February 1994 to present c 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 c 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. c 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.” ### c 5260 Ferber St. r San Diego, Ca. 92122 (858) 558-9129 Cdah c 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. c L *_a : ‘-., . 5260 Ferber St. San Diego, Ca. Phone (858) 558-9129 c Education Professional American Society on Aging MeItlbe&ps Continuity of Care 1919 Southern Connecticut University Bachelor of Arta degree in Sociology New Haven, Ct. c c c ATTACHMENT “C” PROPOSED BUDGET c ATTACHMENT C c c 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 - _ 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 2 $&I sww 10 r tvJ5 CZa coww CL?>* ‘P -L a 0, sy Hii kk$ 5 - 2 0 G L+ r5 .- 8 E2 P 1 ol- ZZ BFY a48 g 4d 32 gao 0~0 oz E” 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 a0 Z rj .Y &F$jS g-i gw ;;’ mw J . wgo 2 xi g a S:- 32 - E I- ‘C c i Z;m a m -2 On2 ?jtia od -- g8zF L E .= a=cac cl 5: 'G g awgm 'Kc/la_ 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 ml xi5 H %s = c3 s 2s I? s fra E 2 0” h 8 2 .- >” -2 I E 2 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 l- . 0.5 8 2.4 .c .E se iE ‘;;s YL -25 ‘.z s l-l 8 .c g .g an an - 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. 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I . .,.................. . . . . . . . . . . . . . . . . : . ..__..... __._ .,.,____....._.__. . . . . . . . . . . . .._......._._......................................... .__ ._ ,..._ _.._., _.__.. . .._ .._...._ ::::>.::::I-.:::::‘;::_: :::::::: :::::::::::-::::.::I:;:~~~‘::::‘:::::~):::::-:T~:::::~::I:::~~:::.~::::-::::::::::::.--:-i:::::.-‘:.:::.I::::..1.‘--.: z-:1: ..-.-::‘:-.:‘::.::-I: :::. _...... . .: .::... _.-,, . . . . . . . . “.....:‘I. ;.:..,: :.:.. ::.l..:~:I. . . . . . . _._......_._.._.._.._.,., . .._. _.._. _., ...:.:: .,.:: )I:T ..-..: . . . ..I . . . ,,,, ,,._,.,- __ ,, ?:.:: . ...::.. <:::.; ::_. ::::.. :I:: .::..,.. .:‘:I .::.:. :..:. I _.:.. :.....,. .I . . . . . -.. . . . . ..- .- 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. _ .I l : r.\_ -. I .: , -, ;: % 1) ? ,:,..; ,‘i 1. ‘. . . 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 - I % ” 3 P 3 g i: - B &J ‘2; ma 9 7- & tLf, ag E ea.- O&O k ‘I g s V L z : _r ‘I . . ._ ,I 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 --s s 0 -z 5 a” 3 3 ,..., ‘I.. :.. ;,, . . :.;+ . . :. ,I - E I 4 .., .&.A .: - > 6. I “.I ., J.., i .,.; . i 3 a . I . b . 1 . I . . I . . i . i . i I : . I . . I i 5 5 i i ; i ; i i . ; i E i I i JO 5 a 30 30 30 30 30 JO ;_ i JO JO JO ; 2 : 00 z;c 9 2 v- 00 f d z 00 00 00 00 ? (0 00 00 00 30 30 2: 7 rc 3(D rr c 5 !i ;1; ES s2 88 Fig ,i. r E 0 J ; ! 0 r ; I u C tr o- “2 2= 0q Ju i 02 12 -G : v:- 0 I s, .,I. .: _: ., a OC i ; a C > C 1 a w . I J a r a : 5 a : J a I a . I - i aa 00 00 00 00 Leo r? 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A i ,G’.Lv L ,;.c-: ,,v :., . . .,:z L.C.. ._. ~~~~.~~r j *>?<::e. .- ..f 1. ,, ;;.>,: L-- L’-. x1 0:. .--.- .:. -:. . . -;, L, 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 q.jf$ .i I 3 ; ,s f s ~~&z . . . . . . 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 -l {f r E !G al 3 El3 IA L % E 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 :.I:. 1.:. +;,;, .,_# :I ,r:; ,; i., ,- -_ _-_ ,r:; ;i;COUNCIL~ACTION: j’, : , ‘I .+‘-i’ ( i i : /: :, ‘,,, * ,‘,, ,) ,‘< ‘ii: ;: : ‘3 ‘i, ‘: .,, ‘I : c ..!., ,.(. 1 1’ Y- ,~oorwu~~j )I ‘“. Clv Clerk _.. . ,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 $144,000. +mHnuTS: * ! 1) : :Sitc plan - Sou¶h solution : 2) ‘Ftoor ptan - South solution 3) R.~comnrcndocI site p.Ian - Norfh solution 4) Rccomxticndcd floor pIau - North solution :.S)., .I iPaWig’plan;- North solution > ‘( ‘6) ~.‘~~~kgMmrit’Gith Conwell Shonkwiler & Associates .;’ ,,j,.‘, ,* ,;, ‘,, I ! .:,;,I !I ;: j : ,t:: .,.I ;I/. ‘..: :, , .’ ‘,, ‘;.. ,. ,‘.. I!./,,‘., J ,; ; I . I’ ,. ) ,:, . . , ’ I) ‘,, i I’ ” : ,I : ;I, ., ,‘, ,. : . :,. ‘,: : ,. ! ,,;” , 1’. ;,I’,; ,’ I” ( ., ; y: I/ ” ,. (, .;:,;;;i: :, : I; ’ .j :;j;: .;;.i :,: ,,,‘,.$ .’ I ,j,‘,,;, j:‘.i. ., F.q;!,r:‘~, ,. Q.0 :y:, ), .wjy .,‘Y ,,, / ,!’ :. !. ‘..$‘,t ;, , ( ,1”.,! “A” ,, :.y ,’ ,I ,; 7, ,A’ ,: ” , / * ..,, )’ i) : ,,,:,’ ,, ,. A(, ( ;:;,: & ,,I ,:.i,;,. y, :! I r .;: _‘i ~.’ ‘? ,j .; i : ; t %’ ,‘, <: :‘. I\ _’ Q’ 1, 1, ,: I , ” . . . . ..d. -.--..-- -” ._-.-. -- -...---- -..--.. ..-.-.---.- .--... .-. . __......... .._ . .,I.. .,. . . -, ‘Y, -, ‘*a - ‘rn .**q ..a, wwl, ,Hl”Brn”.m (, .\ ::i, I v ..,.t ( /’ I ;y *. 1. ..Q.,, ~,,:.:.,.si:~.:‘:-,. ‘.;. ?‘i .-- I ,;F ..:,,I:‘.’ , ‘Xi 1, ,,:,,I;‘; I ., ; ’ ‘,’ ,;::a’ ,,,l!!ll ,,1,11: ;\ . . 1’: ,,,:,, fl.’ \ I .’ ,.+I ,,,“:r.,5’ (‘. ’ ,.,i,;lw ,....” :‘1’1’ i jjP$i .‘: .,.,, iI’> ',s' , ,J ie ;*;.v' 2 :. ,'. , '#!; '.' ,!* "ki,. ,/;;. ,, .L",' ,:&,, '* ..:: " '-I;(.;, j* .1 ,y .:' .'A "'Y,; ,1, .'I' 1. '1;;. ,;.' 'Pi, .'i' 1 ~$$ t; Sag i i$j, t ' IO’ ;I! i B Vi Gi I{: it: ’ iS1 . . . 9 ,“/ a:,, “b’. ia. ‘il :*,{;i,‘7.1:, ,.,,; j ‘i”‘Z, i ‘,;‘):i3!js ::,::!.j?$,:*~ .F(j .&!#J $ jp$$ $q$$ q,,{:$ ‘@p :.: Is J; I$ ‘.> , *.a * ,,:.:b;‘f,L+r.‘;,‘i’ ,., I.. f : :’ ,;; 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 ;*., :t 8,: ,/ ” t. >’ 1 , !i. . . . i h’..rJ,.lu+b w ,.I. 4, I,,.,. L ..ll.i.,.*~+. ,,,il,, . ,. ,,. I,,,,..( ,,,,a , , . I- _ q-w . _-... . .-__ 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 ‘, : ” ‘. ., ‘, ,; * ,; I .: .i .,.’ .I L ‘. ’ ,’ :F &e+ II8 , ,s. ,.$,a.,. 8,. I 1 ,I .( ..? _. 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 ,,. *. n,/, 4 )... I ,,. &!okhwe ._“. .- .- .._ ^. - 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 i\\ - ‘J k \\\ ‘\\ ‘\\ - ‘0 ‘\\’ \?’ \ t -\ I \ \ \ \ IV \ \ c .- ; .‘-. -. - . .* $$$ .$f i ,,’ : .; .:. . .‘i ‘q ;g&?p;,:::. .:</ :: . ;‘: ! I <.,’ , .i &i .$.; . . .i:;-.$ ..I. < 4 . I .’ :;P .; . * . . . hi&~ .‘)) rtc,,.‘;;!v, wr ,.;%;,j;i ;; *- ’ ) t .___ W,,,’ .+-.x kf!$ I ,t-: .,a., ‘- ‘-,-*.: 3 i : . f &t- .- ,.#-’ -0 _A’- . ,~e=” - .*fl ., ; i s _ G “y5 .i j hlfru4 - 8 . . - , i -.--, - :;-,.*: . .‘* g a3 i sfl;l I’ & :* ~. K mr!!-! . ; -.-. : SO”” vog ‘*** : . . . ..’ 3 .” .;. c$ ‘* -.’ ,. _ ;;, z ki 3 : * 3 -.--- $E’ i ‘6 T z;, 5 . 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 -. & 2 .J % 0 i= 3 I d 8 . ! 5 I I 5 j I , ; I . ; i . ; i ; ? i . . : : 5 f ‘4 ; .; ;C j’i jE i I ja 1 a if 17 i 2 jE i k j .~ :C j’i P7: T ;i e; i a 95 22 ‘E it 8 752 $3 08 n .L sin L%$ .p % ;i;g .E EZ z”G 8 E E 85 E8 .: 5 .s 0 E-Cl 0% zo grn 12 2; Attachment B Please see Bios included in application pages 5 and 6. 2 .- 7i t s c 2 -2 .z E .- cl 6 E u > 2 L 5 ‘C 5 -5 WI . . 5 0 .- 7% 2 L3 2 c s .- F 1 z cr m E .- 5 z VI . . @J .- : 5 ‘c. 2 c ++ il: = z CT - 2 E : = ?c s $ v? - c, G 2 = * VI 3 (0 -2 - Y T 2 5 = * m ? 2 ;; - 2 2 : = * v: 3 ci 5 - c C 5 0 < = 43 ’ L .; E Cl 2 ^ I - kc i3[ c\ M iI G 0 \o” m IA . z z ,: 8 0 E E: ” 0, a[ s 0 F m cc : 0 3[ 8 0- z I _:- z ; :.: 8 5: 0 4 2 2 -2 2 - 2 z -? I * Y 2 5 - C $ < = * CA 2 z G - Y C $ < = * 2 G n cz - 7 3 0 5 = * CA 42 cu t; - c C = C E < L - 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 II/O1 3101 6/01 1 l/01 1 l/01 8102 8102 1 o/o2 40 . . 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