HomeMy WebLinkAbout2002-03-26; City Council; 16691 Exhibit 4; Funding Allocations for 2002-03 CDBG/Home Program-. TABLE OF CONTENTS
CITY OF CARLSBAD
CDBGlHOME PROGRAM
2002-2003 PROGRAM YEAR
1. RFP & CDBGlHOME Funding Plan Strategy
2. Application Review Process
3. Committee & Staff Roles and Responsibilities
4. Applicant Interview Schedule
5. CDBG/HOME Funding Applications
CITY OF CARLSBAD
2002-2003
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
REQUEST FOR PROPOSALS
I. Introduction
Funding for the federal Community Development Block Grant (CDBG) Program Is authorized
a formula basis to entitled cities and counties to develop viable urban communities through the
under Title I of the Housing and Community Development Act. The program provides grants on
opportunities for low and moderate income persons.
provision of decent housing, a suitable living environment and by expanding economic
of the Cranston-Gonzales National Affordable Housing Act. The program provides grants on a
Funding for the federal Home Investment Partnership (HOME) Program is authorized under Title ii
formula basis to entitled cities, counties and citylcounty consortiums to create affordable
housing for lower income households. The City of Carlsbad receives HOME funds as a member
various cities in the county formed for the purpose of obtaining federal HOME funds.
of the Son Diego County HOME Consortium. a group consisting of the County of Son Diego and
II. Prwrom DeVelODment
The City of Carlsbad is eligible to receive CDBG funds on an annual basis. In order for Carlsbad
to receive the grants, a list of community development objectives must be developed along
with an outline of proposed projects. The City of Carlsbad must also certify that it has followed
an approved Consolidated Pian for Housing and Community Development and that not less
than 70% of the CDBG funds will be used for activities that benefit low and moderate income
persons. Low and moderate income guidelines are based upon household size and a chart is
attached for your reference.
The City is eligible to receive HOME funds on an annual basis as a member of the Son Diego
for inclusion in the County's Consolidated Plan. The eligibility of households for HOME assistance
County HOME Consortium. The City submits projects eligible for HOME funds to the Consortium
90% of benefiting households must have incomes that are no more than 60% of the median
varies with the nature of the funded activity. For rental housing and rental assistance. at least
family income for the area. In rental projects with five or more assisted unlts, at least 20% of the
unlts must be occupied by families with incomes that do not exceed 50% of the area median
area median income.
income. The incomes of households receiving HOME assistance must not exceed 80% of the
111. Reauest for ProDosals
The total amount'of CDBG funds from the U.S. Department of Housing & Urban Development
estimated to be avaliabie for Carlsbad in 2002-2003 is approximately $778,357. This figure
includes an estimated $649.030 in new CDBG entitlement allocation, and $129,357 that is
available for reallocation from program Income and a previously approved program that is
currently inactive.
Of the $778,357 total CDBG funds available, $129,800 will be used for the City's administration of
the CDBG Program and $180,651 will be used for payment of the City's Section 108 Loan.
Approximately $97,350 wlll be available for eligible public servlce activities, and $185,278 wiii be
available for pubic facilities, improvements and other eligible activities. The remaining $185,278
in CDBG funds will be available for selected projects that wlli provide affordable housing
Opportunities In Carisbad. An additional $1 82,845 in CDBG funds allocated for a Housing Reserve
Fund during the 2000-2001 and 2001-2002 program years is available for affordable housing
CDBG/HOME Program
Request for Proposals
Page 2
purposes.
Oraanizations are stronalv dixouraaed from amlvina for funds unless thev are readv to
imDlement the activitv DrOWOSed for fundina. A matchina funds reauirement will be ODDlied to
CDBG funded Dublic facilities/imDrovement activities, and documentation showina use of
matchina funds will be reauired Drior to distribution of CDBG funds for activities under that
cateaow. CDBG fundina for amounts of $lOO,M)O or more mav be made in the form of a
deferred, no interest loan, to be foraiven in twenty vears if the facilitv remains in use for mmoses
as stated in the amlication.
it is expected that approximately $1,114,829 in HOME funds will also be available for affordable
housing projects. The comblnatlon of CDBG and HOME funds belna made available fa
affordable housing totals aDDroxlmatelv $1,482,952. SDecificallv. the $1 -482.952 will be used for
acaulsltlon of DroDertv for affordable housina DurDoses. j
To develop a 2002-2003 CDBG/HOME program which meets the needs of the low and moderate
income population, Carlsbad requests assistance from members of the community. Citlzen
encouraging all qualified nonprofit organizations to consider the needs of low and moderate
participation is critical to the success of the Carlsbad CDBG/HOME program. Therefore, we are
The Proposal Review Process for the CDBG/HOME Program is attached for your information.
income persons within Carlsbad and submit an application for a proposed project(s) or service.
funds may be used for, but are not limited to: public service activities. acquisition of real
Per federal regulations, all HOME funds must be used for affordable housing purposes and CDBG
construction of public facilities and improvements and conversion of schools for eliglble
property, relocation and demolition, rehabilitation of residential and nonresidential structures,
and renewable energy resources. The types of activities that generally are eligible for CDBG
purposes. In addition, CDBG funds may be used for activities relating to energy conservation
funding Include: buildings for the general conduct of government, political activities, income
payments, construction of new housing and other facilities offering 24-hour care.
NATIONAL OBJECTIVES
The City of Carlsbad is committed to using CDBG funds to finance projects and services that
provide direct benefit to low and moderate Income residents. Every project proposed for the
CDBG program must address at least one of the three broad National Objectives for the
program. The National Objectives are:
1. Provide direct benefit to low and moderate income persons; J
2. Ad in the prevention or elimination of slums or blight; and J
3. Meet other community development needs having a particular urgency because
existing conditions pose a serious and immediate threat to the health or welfare of the/
communily where no other financial resources are available to meet such needs.
LOCAL OBJECTIVES
In addltion to meetlng the National Objectives, every project proposed for CDBG funding must
meet at least one of the local community Development Objectives, which are: -
- CDBG/HOME Program
Request for Proposals
Page 3
1. Affordable Housina
Provide direct benefit to lower income persons through the provislon of additional
affordable housing units in Carlsbad;
Provide shelter or services to homeless or near homeless persons/families which
result in an improved situation through employment, permanent housing,
treatment of mental, or substance abuse problems, etc.; and,
Provide direct assistance to lower income households to prevent or eilminate
residential Building or Municipal Code violations and/or improve the quality of
housing units in Carlsbad through residential (rental and/or owner occupled)
rehabilitation programs.
2. SOCIAL SERVICES (GENERAL):
needs of lower income Carlsbad residents. Basic needs providers are defined as
Provide assistance to non-profit public service providers who meet the basic
those that provide food, shelter, clo-and, in some cases, health-
Provide assistance to non-profit public service providers who offer counseli
self-improvement progwfor lower income Carisbad re +and ents; and,
and/or cultural programs/activities for lower income Carisbad residenk.
Provide assistance to non-profit publlc service providers who offer recreational
”
7
3. SOCIAL SERVICES CHILDREN & ADULTS):
Provide assistance to organizations which administer programs that directly
or more of the fo-activities: day caB after school c cultural
benefit lower income children living in Carlsbad. The programs must provide one
e-t,, rece health--ae/immunization or s The City
services; and
may also glve prlorlty to slngle-parent osslstance programs such as counseling
Provide assistance to organizations which administer programs that directly
more of the following activities for adults: emplwrvices. job training. and
benefit low income adults living in Carlsbad. The programs must provide one or
educational Drogroms. Programs designed for elderly adults omprovide
services, financial a-ance seses, counsemg. transportation, or shared
one or more of the following activities:mals, homemaking or personal assistgxs”
mor otzher housing related services. ”
it is the intent of the City to only approve CDBG/HOME assisted projects that do not result In the
displacement of low/moderate income persons from their homes. Therefore, ail persons
submitting project proposals to the City should consider the displacement impact upon
-. low/moderate income households.
IV. Submisslon of Reauest For ProDosals
All persons, organizations, agencies, etc. wishing to submit an application for funding
,- CDBG/HOME Program Request for Proposals Page 4
consideration under the CDBG/HOME program must obtain a 'Funding Proposal Application'
from the City of Carlsbad Housing and Redevelopment Department. Interested persons may
request a Funding Proposal Application by calling (760) 434-281 8.
Ten coples of each project proposal must be submlited to the attention of Frank Boensch prior to
500 p.m. on December 20,2001 at the following address:
CIN OF CARLSBAD
HOUSING AND REDEVELOPMENT DEPARTMENT
2965 ROOSEVELT STREET, SUITE B
CARLSBAD, CA 92008
IV. Technical Assistance/Queslons or Comments
City staff is available to provide technical assistance in preparing applications and to
answer questions regarding the appllcotion review process. Please contact Frank
Boensch at (760) 434-2818 for information regarding technical assistance or if you have
questions or comments on the CDBG/HOME Program.
CONSOLIDATED
FUNDING PLAN
STRATEGY
CITY OF CARLSBAD
CDBG/HOME PROGRAM
PY 2002-2003
*-
CITY OF CARLSBAD
2002-2003
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
STATEMENT OF COMMUNITY DEVELOPMENT OBJECTIVES
The City of Carlsbad Community Development Block Grant (CDBG) funds will be allocated to
facilities which meet the following community development objectives:
organizations, agencies, City Departments, or persons to implement programs or develophmprove public
1. AFFORDABLE HOUSING:
Provide direct benefit to lower income persons through the provlslon or retentlon of
affordable housing units in Carlsbad;
Provide shelter or services to homeless or near homeless personsffamilies which result in
an improved situation through employment, permanent housing, treatment of mental, or
substance abuse problems, etc.; and,
Provide direct assistance to lower income households to prevent or eliminate residential
through residential (rental and/or&w,ner occupied) rehabilitation programs.
Building or Municipal Code violations and/or improve the quality of housing units in Carlsbad
ll_..___..""..l,_. ."-.
2. SOCIAL SERVICES (GENERAL):
Provide assistance to non-profit public service providers who meet the basic needs of lower
income Carlsbad residents. Basic needs are defined as those which provide food, shelter,
clothing and, in some cases, health cars -
Provide assistance to non-profit public service providers who offer counseling and self-
improvementivities for lower income Carlsbad residents; Ma,
fl
Provide assistance to non-profit public service providers who offer recreational and/or
Wrogramdactivities for lower income Carlsbad residents. s
3. SOCIAL SERVICES (CHILDREN &ADULTS):
Provide assistance to organizations which administer programs that directly benefit lower
Income children living in Carlsbad. The programs must provide one or more of the following
activities: day cm
carelimmufi-
a- cap cultukI,--a&bment, recreation, beaUt+
assistance programs such as counseling services; and
men he City may also give priorimgle-parent
Provide assistance to organizations which administer programs that directly benefit low
Income adults living in Carlsbad. The programs must provide one or more of the following
activities for adults: employment service , job-, and educational programs. Programs
designed for elderlv adults --". onlv mus provlde one or more of the following activities:maak
transportation, or share housingoro~m~musmg reTaTea.se~Tcss~" ., ..... . .- .. - .... h_omemakmaar personal assktance' services, financial assistance services, Counseling,
2 of 5
CITY OF CARLSBAD
2002-2003
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
SUMMARY OF FUNDS AVAILABLE FOR 2002-2003 PROGRAM YEAR
-
Source of Funds Amount($)
New Entitlement Grant 632,000
Reallocation of Previous Funds 84,672 ~~~~~ ~~~~ ~
Proaram Income 44,685
TOTAL 761,357
CompletedlCanceledllnactive Project Funds to be Reallocated
Activitv - Year status Balance ($1
Single Family Residential
Rehabilitation Program 1996 Inactive 84,672
Funds Avallable bv Activity
Public Service
Affordable Housing
Program AdministratiodFair Housing'
Section 108 Loan Pavmen?
TOTAL AVAILABLE FUNDS
- Public Facilities, ImprovementdOther
580.651 i26,400
$761,357 -
~~
1 No proposals will be accepted for CDBG funds available for planning and administrative
activities. All funds will be used for themistration of tw ~.
2 Funds will be used for the payment of the City's Section 108 Loan used for the acquisition of
property for the Villa Loma Affordable Housing Project.
Fund Strategy.doc 3 of 5
SAN DIEGO URBAN COUNTY
2002-2003
HOME INVESTMENT PARTNERSHIP
PROGRAM STRATEGY
The City of Carlsbad, as a member of the San Diego Urban County HOME Consortium, will
allocate its HOME Investment Partnership funds to implement the following activities directly,
through local housing authorities, or for-profit or non-profit organizations:
1. ProDertv AcauisitiodHousina Construction
HOME funds may be used for property acquisition and all other eligible costs of
providing new affordable housing for lower-income persons and special needs groups.
2. Housing AcauisitiodRehabilitation
HOME funds may be used for acquisition of existing housing units with or without
rehabilitation for lower-income persons and special needs groups.
3. Housing Rehabilitation
HOME funds may be used for housing rehabilitation costs incurred separately or in
connection with the acquisition of existing housing for lower-income persons and special
needs groups. - 4. Rental Assistance
HOME funds may be used for tenant based rental assistance, related residential
security deposit assistance programs, and other eligible related costs.
5. Home Buver Assistance
HOME funds may be used for home buyer assistance programs for lower income
persons. Such programs may include, but are not limited to, downpayment and closing
cost assistance, direct loan to the home buyer, interest subsidy to the lender, or “gap”
financing.
6. AdministratiodPlanning
A portion of HOME funding may be used for eligible HOME administration and planning
costs, including direct administrative and overhead costs, public information, fair
housing, and program development costs.
Funding Process
The City’s portion of HOME funds will be awarded to eligible housing activities
implemented by the City or by for profit or non-profit organizations on behalf of the City.
Staff of the Housing and Redevelopment Department shall evaluate and determine
those eligible housing activities to be considered for funding under the HOME Program
based upon the housing need priorities established in the City‘s General Plan Housing
Fund Strategy.doc 4 of 5
Element and the Consolidated Plan. Staff will present )$ recommendations for project
funding to the City Council for consideration and final approval.
Additionally, the Urban County HOME funding program will be implemented through
twice yearly Notices of Funding Availability (NOFAs).
Leveraae
In so far as possible, HOME funds will be leveraged with other public and private
funding sources to enhance program productivity.
Area of Activity
HOME funds may be used for housing activities implemented within the City of Carlsbad.
CITY OF CARLSBAD
HOME INVESTMENT PARTNERSHIP PROGRAM
SUMMARY OF FUNDS AVAILABLE FOR 2002-2003 PROGRAM YEAR
% Tentative 2002-2003 HOME Funding Allocation for Carlsbad $250,52249'
HOME Funds from Residential Rehabilitation Program Available for Reallocation $233,272 29
Previous Carlsbad HOME Allocations Available for Affordable Housina
TOTAL
5
-
Fund Strategy.doc 5 of 5
CITY OF CARLSBAD
CDBG/HOME PROGRAM
APPLICATION REVIEW PROCESS
PURPOSE
To set forth procedures to be used for allocating the annual City of Carlsbad Home Investment
Partnership (HOME) and Community Development Block Grant (CDBG) funds.
BACKGROUND
Each year the City of Carlsbad is entitled to receive funding from the U.S. Department of Housing
& Urban Development through the CDBG Program to finance projects and/or services, which
benefit low/moderate income persons/households within the community. The City also receives
federal funds through the HOME Program to implement housing activities that benefit lower
income households. In response to the City's 'Request for Proposals" for the CDBG/HOME
effort to facilitate the activity selection and funding allocation process, the following procedures
Program, the City receives numerous applications for funding from local organizations. In an
have been established for the program.
OBJECTIVE
The intent of this process is to streamline the CDBG/HOME funding allocation procedures and
implement speclfic proposal evaluation criteria whlch can be used to assist in the selection of
activities for funding on an annual basis. This process describes the CDBG/HOME application
process; outlines the review process for activity selection and funding recommendations; and,
summarizes the public hearing requirements. A CDBG/HOME Advisory Commlttee. will be
appointed to review and make recommendations to the City Council on funding levels for each
of the eligible activities submitted by organizations and/or city departments.
PROCEDURES
The goal of the City of Carlsbad is to develop a well balanced CDBG/HOME Program that
reflects the varlous needs of its low to moderate income residents, with three primary areas of
focus: 1) affordable housing; 2) general social services for lower income persons; and 3) services
for children and adults, including the elderly.
The following procedures outline the steps to be used by the Advisory Committee and staff of
the Housing and Redevelopment Department in selecting activities, which provide for a well
balanced program and in making recommendations for allocation of the funds on an annual
basis:
1.
request for funding on the appropriate application form. A publlc notice in a local
Interested persons, non-profit organizations, City departments and others may submit a
date for all proposals. Generally, the application review process will begin in November
newspaper of general circulation will indicate how to obtain an application and the due
or December of each year.
2. Upon receipt of proposals/applications for funding, Housing and Redevelopment
Department staff will make a determination regarding the eligibility of each proposed
project for funding consideration under the program. Requests for funds shall be
considered for funding only if the application is complete and demonstrates that the
following conditions have been met:
a. The governing board formally authorized the organizalon's request for CDBG
and/or HOME funds from the City of Carlsbad and authorized official to bind
APPLICATION REVIEW PROCESS
PAGE 2
organization into subsequent agreements for CDBG funds ;
b. The proposed use of funds is an eligible activity, per the Federal regulations for
the CDBG and/or HOME program;
c. The organization and the proposed activity must not have any outstandlng or
unresolved findings of vlolatlon of the federal regulations governing the CDBG
and/or HOME program;
d. If applying for CDBG funds, the proposed use of funds meets at least one national objective for the CDBG program, as established by the Federal regulations;
e. If applying for CDBG funds, the proposed use of funds meets at least one local objective for the CDBG program, as established by the City of Carlsbod's
Community Development Plan: and,
f. If applying for HOME funds, the proposed use of funds must be for the purpose of
increasing the availability of affordable housing for lower income households.
..
3. Ai complete applications, which have met the conditions outlined above, shall be
considered eligible for funding consideration and shall continue in the activity selection
and funding allocation process. Ai applications that are deemed ineligible for funding
consideration shall receive written notification that the application for funds is ineligible
due to a specified reason and will not be reviewed further by staff or the Advisory
Committee.
"
4. The Advisory Committee will consider the needs of lower income Carlsbad residents in
developing recommendations to the City Council for the funding of activities which are
the "most qualified" to meet those needs. The Committee will consist of seven (7)
members and will include the following representatives to be appolnted by the City
Council: Senior Commissioner, Planning Commissioner. Housing Commissioner. and four
citizens-at-large (one from each quadrant of the City).
5.
purposes, based upon the criteria outlined below. Advisory Committee Members and
Each eligible application for funds shall be reviewed and evaluated. for ranking
Housing and Redeveiopment Department staff will evaluate each eligible
proposul/application for funds and assign a score based on a maxlmum 100 point scale
using the following criteria:
a. ORGANIZATIONAL ABILITY/CAPACITY Maximum of 25 Points
5 Points I. Experience of organization in providing
services to low/moderate income
persons/households and in providing the
proposed activity.
implement proposed activity.
ii. Capacitylabiiity of staff assigned to 5 Points
ii. Organization's experience with the 5 Points
* administration of CDBG or other State or
Federal funds.
iv. Level of ability demonstrated by organization to provide services and to adhere to
applicable local, State, or Federal regulations
governing funding sources.
10 Points
APPLICATION REVIEW PROCESS
PAGE 3
b. FINANCIAL CAPACITY/STABILITY Maximum of 25 Points
I. Leveraging of CDBG funds with outside 15 Points
II. Relatively stable financial position 10 Points
I. Demonstration of organization's readiness to 10 Points
resources to finance proposed activity.
c IMPLEMENTATION OF ACTIVITY Maximum of 10 Points
implement proposed activity
d BENEFITS/BENEFICIARiES Maximum of 40 Points
i. Accessibility of activity for use by Carlsbad 10 Points
clients.
income persons/households (50% of median
family income).
income Carlsbad households
needs of low income residents
ii. Extent to which proposed activity benefits low 10 Points
iii. Extent to which proposed activity benefits low 10 Points
iv. Extent to which proposed activity meets the 10 Points
A copy of the Evaluation Form is attached as Exhibit A for informatlon purposes only.
6. To facilitate the complete evaluation of eligible proposals/applications, applicants will
be given the opportunity to participate in a 10 minute interview with the Funding
Advisory Committee and staff. The public will also be given the opportunity to comment - on the eligible proposals being considered for funding at a City Council meeting.
The interview wlll provide the Advisory Committee and staff with an opportunity to obtain
additional information regarding the organization and the proposed activity that may
not have been provided, or was unclear in the application. Applicants should provide
any documents that may assist the Advisory Committee and staff in evaluating the
proposal/application to this interview.
7. Following the interview of each eligible proposal/application, Advisory Committee
Members and staff will complete their evaluation of the proposal according to the
criteria noted above. Committee Members will then submlt their proposal scores to Staff
for averaging. Proposals must receive a minimum average score of 50 out of 100 points
to remain eligible for funding. Staff will then rank and categorize the eligible
proposals/applications into the following four classifications:
a. Public servlces/facilities for the purpose of providing or maintaining affordable
c. Public services/facilities for the purpose of providing specialized soclal services for
b. Public services/facilities for the purpose of provlding general social senrices; and
d. Acquisllon of property for the purpose of creating new affordable houslng
houslng;
children and adults.
opportunities.
This information will then be presented to the Advisory Committee for further review to
determine the level of funding to be recommended for each proposal. -
8. It is the Advisory Committee's responsibility to make a recommendation on the level Of
funding to be allocated to the eligible activities according to the order the
proposals/applications were ranked within each classification. The Advisoly Committee
shall work from the top of each list to the bottom, taking one proposal at a time on a
APPLICATION REVIEW PROCESS
PAGE 4
rotation basis from each classification, and recommend a funding level for the proposal
until all available funds have been allocated to eligible activities. This process will be
used to make funding recommendations for public service, public facilitylother, and
affordable housing proposals.
Recommended funding amounts will be distributed evenly among the three public
service categories (housing, general social services, and specialized social services for
children or adults). The minimum funding level for each recommended activity shall be
S5.000, but shall not exceed the requested funding amount.
EXAMPLE: The Advisory Committee shall take the first public service activity listed within
"Affordable Housing" and make a funding recommendation for this activity. Then, the
Committee will consider a funding recommendation for the first public service activity
listed under "General Social Services" and so on. Once a recommendation for funding
has been made for an activity within each of the three classifications, the Committee will
then move to the next activity listed. This process will be repeated to also develop
funding recommendations for affordable housing proposals.
CDBG/HOME PROGRAM
PUBLIC SERVICE ACTIVITIES/PROJECTS
FUND ALLOCATION PROCESS
General Social
Children & Adults
Social Services -
TOTAL TOTAL TOTAL
TOTAL FUNDS ALLOCATED s
TOTAL FUNDS AVAllABLE $
FUNDS OVER/UNDER TOTAL AVAllABLE s
9.
10.
11.
The Advisory Committee's funding recommendations wlll be presented to the City
funding recommendations made by the Advisory Committee will be submitted to
Council for action during a public hearing. All applications submitted and the
the City Council for consideration by the end of April of each year.
After accepting public comments on the proposals and recommendations, the
City Council may accept the Committee's recommendations as submitted or
modify them as necessary to meet the needs of low/moderate income persons
within the community.
Following City Council action, a Consolidated Funding Plan, including the list of
selected activities and funding amounts for the CDBG/HOME Program, will be
submitted to the US. Department of Housing and Urban Development for final
approval.
CITY OF CARLSBAD
CDBGMOME PROGRAM
CDBGMOME FUNDING ADVISORY COMMITTEE
Staff Roles And Resuonsibilities
1. - Role
The staff of the Housing and Redevelopment Department will annually prepare and distribute the
“Requests for Proposals” for the City of Carlsbad‘s Community Development Block Grant
(CDBG) Program. The role of the Housing and Redevelopment Department staff will be to
complete the initial review of all proposals submitted for funding under the City’s CDBG
Program for basically eligibility purposes. Housing and Redevelopment Department staff shall
also participate in evaluating all eligible proposals and provide support to the CDBG Funding
Advisory committee.
1. ReswnsibilitieslProcess
The staff of the Housing and Redevelopment Department shall be responsible for the following
tasks as part of the CDBG funding recommendation process:
Step 1: Housing and Redevelopment Department staff shall review and determine, upon
submittal of each proposal for CDBG funding, each applicant’s eligibility for funding
consideration. Requests for federal CDBG funds shall not be considered for funding
unless the application is complete and demonstrates that all of the following conditions
have been met:
a. The governing board formally authorized the organization’s request for CDBG
funds from the City of Carlsbad;
b. The proposed use of funds is an eligible activity, per the Federal regulations for
the CDBG program;
c. The proposed use of funds meets at least one national objective for the CDBG
program, as established by the Federal regulations;
d. The proposed use of funds meets at least one local objective for the CDBG
program, as established by the City of Carlsbad’s Community Development
Plan; and,
e. The organization and the proposed activity must not have any outstanding or
unresolved findings of violation of the federal regulations governing the CDBG
program.
Step2: Housing and Redevelopment Department staff shall coordinate and schedule the
necessary briefing meeting(s) with the CDBG Funding Advisory Committee and the
Committee interviews with all organizationslagencies submitting an eligible funding
proposal.
..
Step 3: Staff will evaluate and score all eligible proposals, obtain evaluation scores from all
Committee Members, and calculate the average score for each eligible proposal.
Step 4: Housing and Redevelopment Department staff will categorize the eligible public service
and public facility activities into the following three (3) classifications: 1) Affordable
housing; 2) General social services; and 3) Specialized social services. Proposals to
acquire property for creating new affordable housing opportunities will be included in a
separate category. Staff will then rank in order, within each classification, the eligible
proposals according to their evaluation score average. This information will be presented
to the Advisory Committee for review and consideration for funding recommendations.
Staff will assist the CDBG Funding Advisory Committee in determining the funding
recommendations for City Council consideration.
Step 5: Staff will present the Advisory Committee's recommendations to the City Council for
consideration during a public meeting. After giving the public an opportunity to
comment, the City Council will take final action to adopt the selected proposals and
their funding levels for the CDBG Program.
CDBG Funding Advisorv Committee Roles and Reswnsibilities
I. MembershiE
The CDBG Funding Advisory Committee shall include seven (7) members total to be appointed
by the Carlsbad City Council. The membership shall consist of the following representatives of
the community:
."
o Planning Commission
o Housing Commission;
o Northeast Quadrant resident;
o Northwest Quadrant resident;
,g4 Southeast Quadrant resident; and,
o Southwest Quadrant resident.
,$ Senior Commission;
Each of the above noted representatives shall have full voting power as related to preparation of
the CDBG funding recommendations to the City Council and shall serve for a two year term.
The CDBG Funding Advisory Committee shall review all of the eligible proposals submitted for
CDBG funding from the City of Carlsbad. The role of the Advisory Committee is to consider the
needs of the low/moderate income households of Carlsbad and make recommendations to the
City Council to fund activities which are "the most qualified" to meet those needs.
III. ResuonsibilitiesErocess
The CDBG Funding Advisory Committee shall be responsible for the following tasks as part of
the CDBG funding recommendation process:
,-
Step 1: The Advisory Committee shall meet with the Housing and Redevelopment
Department staff for an initial briefing on the CDBG program, roles and
responsibilities of the Committee, and the process to be used in selecting and
developing funding recommendations to the City Council. This briefindmeeting will
also provide an opportunity for the members to become acquainted with each other
prior to meeting with the CDBG applicants.
It is anticipated that the Committee will need to commit at least one (1) evening hour
for this initial briefing by City staff. Additional briefing meetings may be scheduled, if
appropriate or necessary.
Step 2: The Advisory Committee shall conduct ten (10) minute interviews with each
organization submitting an eligible proposal for CDBG funding during a public
meeting. It is anticipated that the Committee will need to commit at least two (2)
evenings (3 hours per night; 6 hours total) to conduct these interviews.
Step 3: Advisory Committee Members shall each evaluate and score all eligible proposals
according to the criteria described in the Application Review Process as approved by
City Council. Committee Members shall submit the scores to staff, who will calculate
an average score for each proposal and rank them in their appropriate categories.
Step 4: The Advisory Committee shall determine funding recommendations according to the
order the public service and public facility activities were ranked by staff within the
following three (3) classifications: 1) Affordable housing; 2) General social services;
and 3) Specialized social services. Proposals to acquire property for affordable
housing will be included in a separate category. The Committee shall work from the
top of the list to the bottom, taking one activity at a time, and recommend a funding
level until all available funds have been allocated to eligible activities. This process
will be used to determine funding recommendations for all categories.
It is anticipated that the Committee will need to commit at least one (1) evening
(approximately 3 hours total) to complete the funding recommendation process.
The CDBG Funding Advisory Committee members must be prepared to commit at least ten
(10 hours) total, during approximately four (4) evening meetings, to this proposal review and
funding recommendation process.
Iv. summq
The challenge to the CDBG Funding Advisory Committee is to recommend qualified
activities for funding by the City Council that have the greatest potential for meeting the needs
of low/moderate income persons within Carlsbad. In most cases, all of the proposals
submitted for consideration under the City's CDBG program are worthy of funding. However,
there is seldom adequate funding for all of the proposed activities. Therefore, the Advisory
Committee and City staff is tasked with the responsibility of evaluating the qualifications of
each applicant and determine the mannerfievel in which each project meets the goals and
objectives of the City of Carlsbad's CDBG Program.
2002-2003 CDBGIHOME PROGRAM CITY OF CARLSBAD
LIST OF PROJECT PROPOSALS AND INTERVIEW SCHEDULE
,- CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2002-2003
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
(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 20th to Frank
Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street Suite
6, Carlsbad, CA 92008.
ADMINISTRATING AGENCY
/- Name of Agency: THE BROTHER BENNO FOUNDATION, Inc.
Address: 3260 PRODUCTION AVE
OCEANSIDE, CA 92054
Federal Tax ID Number: 33-005-1 575
PROPOSED PROGRAM/PROJECT
Title of Program/Project: BROTHER BENNO DAY CENTER -
Location of Program/Project: 3260 PRODUCTION AVE
OCEANSIDE, CA 92054
Contact Person: Gene Villinski Telephone No: 760.439.1 244 -
Requested Funding Amount: $1 0,000.00
/-
Brief Description of ProgramIProject
The proposed project will provide food and services to approximately-
Carlsbad residents. The services available include laundry and bathing facilities.
There are also clothes and blankets available. Brother Benno’s provides an
assortment of help for the homeless and needy working poor families. Case
Managers are available to guide and facilitate help in satisfying needs caused by
a variety of social problems. These problems can vary from mental health, to
substance abuse, to being broke and hungry. Brother Benno’s offers help in
getting professional services, when needed, and for the hungry, we offer both
meals and emergency food packs. Our efforts are devoted toward ensuring that
our guests are clean, clothed, and well fed.
rom
1. ORGANIZATIONAL ABILITYKAPACITY
r A. This agency Is:
8. X Non-profit 0 For-profit
0 Local public agency 0 State public agency
Other (Please specify.)
,-
8. What is the purposehission of the agency?
Brother Benno’s is a Ministry dedicated to meeting
the urgent social needs of the less fortunate of
’ North Coastal San Diego County.
Our goal, to the extent we are able, is no person
shall be without Fa - Shelter - - C- or Care.
This is to be accomplished through the efforts of a
basic Volunteer Organization. -
,-
,-
C.
D.
E.
F.
G.
How long has this agency been in operation? Please include
the date of incorporation?
July 18,1983 to Present
How long has this agency been providing the proposed
program/project?
July 18,1983 to Present
Please submit an organizational chart for the agency as
Attachment A.
See Attachment A
Please describe the agency's existing staff positions directly
responsible for the proposed progradproject 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.)
In addition to the Executive Director, there are four
full - time Lay Minister Case Managers who organize
and direct the efforts of the Brother Benno all
volunteer work force.
Please indicate your agency's level of experience with the
CDBG/HOME program.
0 No or little experience, up to I year of using
CDBG/HOME funds,
funds.
CDBG/HOME fund.
CDBG/HOME funds.
' 0 Some experience, 2 to 3 years of using CDBG/HOME
0 Moderate experience, 4 to 5 years of using
X Considerable experience, more than 6 years of using
. ..
,-
I”
,-
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/STABILIN
A. Please submit the proposed budget for the program/project,
Itemizing revenues and expenses, to this application as Attachment
C. Indicate how the requested CDBGIHOME 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 (2000-2001 and 2001 -2002)
for the proposed program/project?
Sources of Funding No Yes
CDBG 0 X
Community Activities (General Fund monies) X 0
If yes, please indicate amount and status of
previously awarded funds (fully expended, funds
remaining, programlproject discontinued).
statlls
CDBG/HOME funds
2000 - 2001 $1 1,500.00 fully expended
2001 - 2002 $ 5,000.00 funds remaining
Community Activities No funds
_-
B. Did you receive any federal funds, including CDBG/HOME funding
from other cities,
last year (July 2001 -June 2002)?
0 No X Yes (Please list funds below.)
l!wmGum
Oceanside
Vista
$1 6,270.00
$1 0,000.00
C. Will additional CDBG/HOME funds be required in future years for the
project?
0 NO X Yes
111. 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.)
' All Brother Benno facilities are conveniently located
within ,the existing route structure of the N. County
Transit System. -
I
/-
C.
.-
.-
6. What is the approximate percentage of your clients that have
annual family Incomes in each of the following ranges: (Percentages
should add to 1 OO%, Please see the 2002-2003 Income Units for
the CDBG/HOME Program)
89% of clients are at 30 percent or below of the area
median Income /
median income
median income
income
1 1 % of clients are between 3 1 and 50 percent of the area
% of clients are between 51 and 80 percent of the area
% of clients are above 80 percent of the area median
Please describe how low and moderate income persons will benefit from
the proposed programlproject. 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)
Low and moderate income persons and families will benefit
from the Brother Benno Day Center Project as follows:
NATIONAL OBJECTIVE #1 is addressed by Brother Benno's
when our guests are fed; supplied with food packs; j
provided bathing, laundry, clothes; and counseling
services for needed social problems.
LOCAL OBJECTIVES are addressed and satisfied in all
three categories.
#1. Shelter is provided for homeless persons and
families and assistance is provided for treatment of
' mental or substance abuse.
' #2. Providing food, shelter, clothing, and counseling is a
daily occurrence at Brother Benno's.
#3. Children & adults are provided single parent
assistance programs and counseling services. Adults are
provided e-, job training, and educational
programs with counseling and transportation as required.
/
I-
,-
D. Please indicate the number of clients, by households or Individuals,
benefiting from the proposed activity and the percentage that are
Carlsbad residents.
1800 - Households of - Persons of which 4% are Carlsbad residents 72
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.)
Homeless Individuals/Families, Persons with disabilities,
Persons with substance abuse problems, Working poor families,
the Elderly, and Children. The help offered includes and is not
limited to food, bathing, laundry, clothes, and blankets.
" r__ -
,"
,-
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 CDBGIHOME funds awarded within the
program year. 1, the undersigned, do hereby attest that the above information
Is true and correct to the best of my knowledge.
Signature Title Date
7
J. Eugene Villinski Executive Director 12/20/2001
Date Received:
Date Reviewed:
F-
Staff Person Completing Review:
National Objective:
f Local Objective: .-.
Eligibility Determination:
.,"
h z 5 0 k
0
"
i, !
”
J. Eugene Villinski
Executive Director
The Brother Benno Foundation
,,
1955 - 1987 - A.M. Castle & Co. - Achieved position of District kanager,
with responsibility for the Profit & LOSS for 3 plants, 100 employees aqd $20
million dollars in sales.
1987-1998 - Wilbum’s Wholesale - Owned and managed retail
operation, growing fiom 1 location, 5 employees $241 thousand in sales to 2
locations, 37 employees and $2.25 million in sales.
1999 - 2000 - The Brother Benno Foundation - volunteer - Recruitment of
Lay Ministers, Grant Writing & Coordination of Recovery Program
Education.
2001 - The Brother Benno Foundation - Volunteer - Executive Director
,-
..
c
c
c-
Attachment R
/-
ACCOUNTING ADVE.RTISING AUTO EXPENSE AWARDS BADDEBTS BANK SERVICE CHARGES CONSULTING c0MpmLAB CHARlTABLEDEEDS
CONTRACTLABOR DRUG AND ALCOHOL TESTING DRUG AND ALCOHOL CONSULTING DUES XND SUBSCRIPTIONS
EQUIPMENTRENTAL
FOOD
NM) RAISING
HEALTHPETWITS
INSURANCE AUTO
INSURANCEGENERAL INSURANCE, WORKMAN’S COMP INSURANCE HEALTH
PAYROLL TAXES PHOTO AND DEVELOPING POSTAGE AND DEJJWY
PRINTING PROGRAM MATERIAL PROPERTY TAXES
REM
PROFESSIONAL FEES REPAIRS
SECW SEMINARS
SUPPLIES TmS AND LICENSES
‘IRAINING TELEPHONE
TRAVEL
TUTORING
UTILmES
s”plyDsANDsALAluEs
3. .10,800.00 .
. ’ 200.00
38,500.00
300.00
600.00
210.00
‘500.00
~100.00
20,500.00
2,800.00
7,800.00
7,500.00
1,375.00
75,000.00
1,500.00
600.00
150.00
15,000.00
13,000.00
2,850.00
250.00
’ 700.00
4,800.00
4,000.00
8,000.00
375.00
8,000.00
11,850.00
2,000.00
4,300.00
125,700.00
1,600.00
30,000.00
1,260.00
600.00
160,000.00
39,500.00
375.00
3,000.00
12,900.00
2,800.00
55.000.00 5,000.00
c
i
,/-
TOTAL $521.295.00
Attachmat C
-
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK G;ZANT/HOME PROGRAM FUNDING PROPOSAL APPLICATION
2002-2003
The following information must be completed by each penon/agency/organization interested in being considered for CDBG/HOME funding. All information requested must be provided or the appiicaticn will be considered incomplete and will not be further evaluated for funding
The application must not exceed a total of fifteen (15) pages, inciuding the required consideration. Please type or print clearly. Attach additionai sheets or information as necessafy.
attachments as listed in the Checklist of Required Documents. Ten copies of the completed application package, including attachments. must be submitted prior to December 20th to
Carlsbad. CA 92008.
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B.
ADMINISTRATING AGENCY
Name of Agency: Community Resource Center
Address: 650 Second Street, Encinitas, CA 92024
Federal Tax ID Number: 95-3497926
PROPOSED PROGRAM/PROJECT - Title of Program/Project: Homeless Prevention/Intervention Program
Location of Program/Project: Encinitas r CA
ContactPerson: Donna Montegna, Lcsw TelephoneNo.: [ 760 ) 753-1 156
Requested Funding Amount: .$ 2 5 ,o 0 0 -0 0
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.):
Funds from the City of Carlsbad will be used to support the Homeless Prevention/Intervention Program. The primary objective of this specialized program is the provision of services (in English and Spanish), which decrease the po-te.nkiayl~ for homelessness amongst Carlsbad res”idents. Additional objectives
meeting thebasic needs of low income persons which results in include, reducing hunger within the low/lower income population,
the development of personal productivity and self-sufficiency,
and decreasing the prevalame of mental health problems experienced by Carlsbad residents. Specific program services include:
-, 9 a lleviating~.emotional .~ ~ -~ and/or psychological stress and trauma
b
1. Distrbution of food 6 days per week; - 2. Emergency assistance (transportation, clothing, gas vouchers, shelter placement, etc;
advocacy and placement;
placement assistance.
3. Crisis intervention, counseling, emergency assessment,
4. Employment preparation assistance and job search and
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
- Page 2
1. ORGANIZATIONAL ABiLiTY/CAPACITY
A. This agency is: Wx Non-profit 0
0
For-profit
Local public agency 0
0
State public agency
Other (Please specify.)
B. What is the purposelmission of the agency?
I, To promote a sense of community, healthy families and responsible, capable individuals."
C. How long has this agency been in operation? Please include the date of
incorporation?
Community Resource Center was incorporated in 1979 and has continually served Coastal North San Diego County.
D. How long has this agency been providing the proposed program/project? - Community Resource Center has over 22 years of experience
homeless, working poor unemployed and/o ubs nce abusers providing professional services to women, children, the
E. Please submit an organizationof chart for the agency as Al%ac%menh. .
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.)
met, one full-time Bilingual Caseworker is required. The current So as to ensure that the multiple needs of community members are
on the special needs of immigrant population. He is bicultural BC has more than 5 years of community service work with emphasis
and bilingual, high skilled in client assessment procedures,
will be supervised by the clinical Supervisor. Resume Attacr
casework planning, and emergency assistance techniques. The BC
G. Please indicate your agency's level of experience with the CDBG/HOME program.
CDBG/HOME oroaram:
0
0
No or little experience, up to 1 year of using CDBG/HOME funds. Some experience, 2 to 3 years of using CDBG/HOME funds. o
x3
Moderate experience, 4 to 5 years of using CDBGIHOME funds. Considerable experience, more than 5 years of using CDBG/HOME funds.
(Word:\PPPUCAllON) ."m,n,
Clty of Catisbad
2001 -2002 CDEG/HOME Funding Application
Page 3
H. If you have received federai tunas. incfuaing Z3BGiECME funas. in Zrevious
years. have progrcm violaiion findings ever czcn macs agc:nsi you:
acpxylorgcnizaiion?
No 5 Yes
if ves. .oiease explain name or fincing(s) ana how finainccs) nas aeen cccresec
II. FINANCIAL CAPACITY/STABILITY
c
P.
anc exoenses. to m1s cppiiccltion os Altachmenr C. lnaicclre now me reauesrea
Please suomlt the proposea ouoger for the Drogrom/prc!ec:. liemlzrnc revenues
CDBGiHOME funas wouia relaTe to me overall pronosea Euacer.
8. Dia you receive any ai me following sources of tunding irom me City or CaflSDad
within me last two years (20002001 cnd 2001-2002) ror me proposea
prograrn/project?
Sources of Fundino - NO yes
CDBG
Community Activities (General Funa monies) xx' [I
If yes. please indicme amount ana sTaTus of previouslv awaraea tunas (fUliv
expenaea. funds remaining, program/projec: discmnnues).
i: - XPP
CSBGiHOME iunas
Camrnunity Aciivines
%??& expended by 1/31/02
00-01 $6,000 Fully expended by 12/00
99-00 $5,000 Fully expended
Not Applicable
8. 3ia you receive anv federal tunas. including C3BGiHCME fuming from other
cines. iasr year (Juiv 2001 - June 2002)?
No XX 'les (Fiecse lis tunas ;=.e!ow.;
CDBG-Encinitas 3rocram Zource lmounr Recslvea
S 1.4,OOO. 00
Clly of Carisbad 2001 -2002 CDBG/HOME Fundlng Applic3tion c Page4
111. BENEFITS BENEFICIARIES
A. How accessibie or convenient is the proposed program/projec: to CGrisbad
transportanon providea io ana from facility. or relcrion to pubiic aansporrcnon.) resiaenrs? (P!ease be specific such as direct services to c:ient's home.
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 bdS and Coaster directly to Carlsbad.
B. What is the approximare percentage of your clients thaT have annucl :amiiy inccmes in eacn or the foilowlng ronges: (Percenrages snouid aaa TO 100%:
P!ecse see the 2002-2003 Income Limits for the CDEGiHOME Program) '' % of ciienTs ore or 30 percenr or below of the area mecian inccme
7 ?& or clients ore between 31 and 50 percent of the creo median Incxne
7 %of clients are oetween 51 and 80 percent or the area meaian income
% of clienrs are above 80 percent of the area median income
C. proposed program/prolect. Inc!ude the need or problem to be addressed in
Please describe how low and moderare income persons will benefit from the
well as the population to be sewed or the area to be benefited. (See
relation to Consoiidated P!an housing and comrnuntty development priorities. as
Consoiidated Plan Prionties)
The project will focus on prevention of hunger, homelessness
providing services which promote self-sufficiency, including and unemployment in the North Coastal Community area by
hut not limited to: emergency assistance, distribution of
tokens, intake and assessment, crisis intervention, CaSe food commodities, clothing vouchers, shelter referrals, bus
management, food assistance, resume development, employment prepartion, and job placement assistance.
D. Please inaicgte the number or clients. by households or individuals.
from the proposed acivifv and the percentage that are Carlsbad resiaenn.
400 Households or 700 Persons or wnicn 50% are Carisbaa resiaenr
E. Does your agencv focus.~ts acrivities on popularions with sDec:al neeas?
E NO xt3 W 'le5 (Please sceciiv)
?lease sDec:fy wnicn scecnt neeas popularions. (Homeless inoiviaua~s/fam~iies.
worKers dc day IaDorers. iiaerrv, Children. sic.)
%mons with aisaciiities. %sons with subsrance amse problems. '/ererans. ?urn
Women and children, Latinos (including farm workers and day laborers), homeless, families, el-derly citizens
living on fixed incomes, ani? the unemployed andJor underemployed.
Clty of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 5
IV. IMPLEMENTATION OF ACTIVITY
A.
rehabilitation. properly acquisition. other construction related or new pubiic/community service
Please submit a schedule for implementation of the proposed construction,
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 cprrect io the best of my knowledge. -
Executive Director
~ ~ ~~ ~~~~ ~~~ ~~~
Date Received:
Date Reviewed:
Staff Person Completing Review:
Notional Objective:
Locai Objective:
Eligibility Determination:
-
City of Carlsbad
Community Development Block GrantMome Program
Funding Proposal Application
2002-2003
Communitv Resource Center Homeless Prevention/Intervention
Program
Attachments
Objectives and Activities
1. Objective: To decrease the potential for homelessness amongst individuals
and families.
Activities: 1. Provide employment preparation training, resume
development, job search and placement assistance.
2. Provide advocacy, referral and placement assistance for
temporary shelter.
3. Assist clients with locating, securing and maintaining
permanent affordable housing.
4. Supply emergency shelter and transitional housing services
to battered women and their children through the CRC
Libre program.
5. Coordinate emergency shelter placement for homeless
individuals and families through local homeless shelters
year round, the Interfaith Shelter Network, and the Cold
Weather Emergency Shelter Program during the fallhinter
months.
2. Objective: To reduce hunger within the lowfiower income population of
coastal North San Diego County.
Activities:
1. Supply emergency food through the CRC Food Pantry 5 days
per week.
2. Distribute left over produce from the Carlsbad Farmer’s
Market to needy community members every Thursday through
the CRC Bread Room.
3. Provide bread and other foodstuffs through the CRC Bread
Room 6 days per week.
4. Offer food assistance referrals to those in need.
5. Administer USDA Commodities program once per month at
three locations in Carlsbad, Encinitas and Solana Beach.
1
6. Provide a wide variety of perishable and non-perishable food
items to 450-600 families during the CRC annual Holiday
Basket Program each December.
7. Provide infant formula, baby and toddler food to low and lower
income families with infants and children ages 0-3.
3. Objective: To provide emergency assistance, which contributes to
meeting the basic needs of low income persons and results in
the development of personal productivity, self-improvement
and individual self-sufficiency.
Activities: 1. Distribute free or low cost clothing from CRC’s six Thrift
Stores located in Carlsbad, Oceanside, Leucadia, Encinitas
and Solana Beach.
2. Supply bus tokens for employment and/or medical
appointments.
3. Supply gas vouchers for employment and/or medical
appointments.
4. Provide employment preparation assistance, resume
development and job search and placement assistance.
5. Provide emergency shelter for the homeless through local
year round shelters, the Interfaith Shelter Network and/or
the Cold Weather Emergency Shelter Program during the
Fall/Winter seasons.
4. Objective: To link clients with needed services and programs.
Activities: 1. Offer bilingual information and referral services for health
care, employment, permanent housing and public assistance
as needed.
2. Provide on-line Social Security enrollment for eligible
senior citizens.
3. Register eligible low and lower income families for
“Healthy FamilieslLow Cost Medi-Cal” program.
4. Provide systems advocacy and support services, which
increase the individual’s likelihood of gaining self-
sufficiency.
5. Locate, refer and advocate for client access to emergency
and transitional housing programs for the homeless
population.
6. Identify needed resources and advocate for client access.
5. Objective: Promote healthy and safe living environments.
Activities: 1. Provide intake for clients seeking refuge at the CRC
domestic violence emergency shelter.
L
6. Objective:
Activities:
- Proeram Evaluation
2. Assess and refer clients for CRC long-term transitional
3. Provide community education and outreach focusing on
4. Provide a 24-hour domestic violence hotline for the region.
5. Provide Teen Dating Violence Prevention programs and
housing program for battered women and children.
homelessness, mental health issues and domestic violence.
activities to area school attendees.
To alleviate emotional and/or psychological stressltrauma and
decrease the incidence of mental health problems experienced
by clients.
1. Provide crisis/suicide intervention services.
2. Assist with problem resolution through case management
3. Render individual, couples, and family, group counseling,
4. Provide treatment services focused on substance abuse
5. Provide a 24-hour domestic violence hotline for the region.
services.
and support services.
prevention and treatment.
The evaluation component of the Homeless PreventionIIntervention Program includes
the following:
1. Before receiving ongoing case management or counselinglsubstance 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 treatmenthervice 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 pldgoals, 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 treatmenthervice plan and the case management andor
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
3
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 6-month period for the same previously identified need
pertaining to homelessness, shelter referral, alcohol or drug addiction, emergency
assistance, mental illness or employment assistance.
Outcomes anticipated as a result of the Homeless Preventiodntervention Program
include, but are not limited to, the following:
1. Of clients presenting for emergency assistance (shelter, suicidal ideation, food,
clothing, substance abuse, mental illness and transportation) a minimum 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.
2. 25% percent of clients assessed as needing to find and/or improve their
3. 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.
4. 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
5. Approximately 40 percent of all clients requiring emergency and/or long-term
shelter will be placed in such and 25% of this goup will obtain permanent
6. All clients needing assistance with food and/or clothing will receive support from
housing.
CRC that enables them to plan meals and have sufficient clothing to meet his or
her family’s immediate needs.
have access to transportation for medical and/or employment appointments.
- employment situation will secure employment.
7. A minimum of 40% percent of clients needing assistance with transportation will
4
r I
C. PROPOSED BUDGET
Social Services
Program Budget
For Fiscal Year 2002-2003
Revenue:
Client Fees
CDBG-Encinitas
City of Encinitas
CDBG-Carlsbad
Community SupporVFoundation
Total Revenue
Expenses
Client Assistance
Salaries & Benefits
Utilities
Telephone
Bldg. Repairs & Maintenance
Equipment Purchase
Equipment Rental
Office Expense
Volunteer Recognition
Advertising
Special Event
Total Expenses
10,500
17,500
10,000
25,000
15,000
78.000
4,367
85,284
2,472
5,036
528
750
428
937
550
375
12,500’
113.227
Deficit 35,227
NOTE: This budget does not include donated goods distributed to
residents such as bread, vegetables, canned goods, diapers, baby
formula and thrift store voucher which are estimated to be worh $ 32,500
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
2002-2003
FUNDING PROPOSAL APPLICATION
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 complete proposal
package, including attachments. must be submitted prior to 5:OO PM on December 20th to Frank ! Boensch. Housing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad. CA 92008- 2389.
ADMINISTRATING AGENCY
Name of Agency: North Couniv Communitv Services
Address: 1554 Creek Street San Marcos, CA. 92069
Federal Tax ID Number :EIN: 23-7071474
PROPOSED PROGRAM/PROJECI
Title of Program/Project: North Countv Food Bank
Location of Program/Project: 680 Rancheros Dr. San Marcos, CA. 92069
Contact Person: Tom Analin Telephone No.: 1 760 761-1 140
Requested Funding Amount: $ 10,OOO \.
Brlef 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
programlproject, 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 90,000 North County residents
and families last year. From first quarter reports, the number of North County residents served in
the next year will increase significantty 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
Our goal is and will continue to be to procure and distribute to all of North County agencies the
agencies will be in keeping with the growing need.
highest quality food possible, so in North San Diego County we have no hungry neighbors.
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2000-2001 CDBG/HOME Fundlng Applicdlon
City of Carlsbad
Page 3
I. ORGANIZATIONAL ABILITY/CAPACITY _-
A. IS agency is: %' Non-profit 0 For-profit
0 Local public agency 0
0 Other (Please specify.)
State public agency
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?
Thirteen 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.)
Tom Anglin. Program Manager / Grants, responsible for Food Bank operations
and food procurement and distribution. Six years experience as grant writer and
food procurement and distribution.
"
G. Please indicate your agency's level of experience with the CDBG/HOME
program.
CDBG/HOME Droaram:
0 Some exberience, 2 to 3 years of using CDBG/HOME funds.
0 No or little experience, up to 1 year 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 CDBGIHOME funds, in previous
years. have program violation findings ever been made against your
agencylorganization? 8 No 0 Yes
If yes, please explain nature of finding($ and how finding@) has been addressed
by your organization.
i
City of Cadsbad
2000-2001 CDBG/HOME Funding Application
Page 4
11. 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 io 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?
0 No X 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
$5,000 ONGOING
C. Did you receive any federal funds, including CDBG/HOME funding from other
cities, last year [July 1999 - June 2000]?
I7 No 1 Yes [Please list funds below.] ,-
Proaram Source Amount Received
City of Oceanside $ 7,650 City of Escondido $8,133 City of Carlsbad $ 5,000
B. Will additional CDBG/HOME funds be required in future years for the project?
0 No XI Yes
111. BENEFITS & BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Carkbad
residents? [Please be specific such as direct services to client's home,
transportation provided to and from facility, or relation io 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 sewed directly by these
agencies with food, counseling and other needed services such as chiid 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]
70 %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
13 %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
City of Cadsbad
2000-2001 CDBG/HOME Funding Application
Page 5
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All of those benefiting from participating agencies would be required to
have an annual household income of 80% or less thon the area median
income.
C. Please describe how low and moderate income persons will benefit from
addressed, as well as the population to be served or the area to be
the proposed program/project. Include the need or problem 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
Cadsbad residents. A
~ Households or90.082 Persons of which 4% arecarisbad residents
Does your ag y focus Its actlvltles on populations with special needs? E. / . .. d
0 No XI Yes (Please specify) /
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individuals/families, Persons with disabilities, Persons with substance abuse
Please specify which special needs populations. (Homeless
problems, Veterans, Farm workers & day laborers, Elderly. Children, etc.)
Food Bank participating agencies work with Seniors, Veterans and
Children, mental health facilities, and homeless agencies.
IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed
construction, rehabilitation, property acquisition, other construction
related or new public/communiiy service program/project as Attachment
D. The agency must ensure the expenditure of all CDBG/HOME funds
awarded within the program year.
12/12/01
Page 1
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AGENCYBACKGROUND
North County Community Services is a multi-faceted non-profit agency, and was
incorporated in 1977. Beginning in 1988, our food assistance program, the North County
Food Bank was created to assist non-profit agencies in WkfQod at no, or very low
cost to agencies. Agencies may then concentrate greater resources into client programs;
training, education, and treatment.
- _"
In FYOl the North County Food Bank delivered over 500,000+ lbs of food and
reached over 90,082 individuals last year. In FYOO, some 73,954 people received
assistance from our program through our participating agencies. Many people were
helped through sharing food with other food programs. Unemployment due to our
Nations recent tragedy, welfare reform and from county wide statistics based on the 2000
census and employment numbers, our projected increase for Fy02 is 10-15%. From first
quarter needs figures in FY2002 we will be serving near 100,000 agency clients and
families in North County this year.
PROPOSAL
North County Community Services is respectfully requesting a grant of
$10,000.00. The grant will be utilized specifically for the Food Bank program. The
program needs are in general operating expenses and bulk purchases for high demand
foods, infant and baby needs. The Food Bank develops and co-ordinates food drives with
North County corporations, small businesses, service organizations, Boy and Girl Scouts,
and individuals. The food is sorted, stored, prepared for distribution at our new, larger
facility, located at 680 Rancheros Drive in San Marcos, CA.
Currently, there are 52 non-profit (501c-3) agencies that participate weekly, and
15 more that participate on bi-monthly, monthly, or as needed basis. In addition, the
Food Bank serves as the North County center for bulk FEMA distributions. We work
closely with many food resources to see that excess food get to the agencies that need it
most.
All agencies that participate in the Food Bank program, are required to provide
some form of case management, counseling, or follow up services to their clients. These
agencies conduct programs that include: low-income child care/pre-schools, substance
abuse treatmentkounseling, domestic violence counseling and shelter, re-entry programs
for men and women returning to society from correctional facilities, emergency food
pantries, and other needed services. Benefits of these type programs include a client's
i
Page 2
transition or return to gainful employment and the strengthening of the family unit as the
agencies help their clients maintain basic needs'such as food, clothing, and shelter.
These agencies are all located in North San Diego County; as far East as Ramona,
North to FallbrookRainbow, West to the Coastal communities, and South to Poway area.
The vast majority of clients provided services by these agencies are poverty level or
very-low income levels. All agencies screen applicants in attempts to eliminate abuse
and duplication of services.
NORTH COUNTY FOOD BANK
OPERATING BUDGET
FINANCES For Fiscal Year Ending 2002
REVENUES - Amount
Citv of Carlsbad $ 5.000
~ ~i Citv ofEscondido
~ ~~
15,133
CiG of Oceanside
United WayLifeline
McCormick Tribune Foundations
Food For All ..
Bravo Foundation
Stater Brothers
Private ContributiodGrants
Food drives/ Fundraising
TOTAL
Shared Maintenance
.- C.E.C.O.
EXPENSES
Salaries
Payroll Taxes, Fringe Benefits
InsuranceLiab./Auto
Contracted Services
Space Costs
RentaVLease of Equipment
Fooanfant Needs
Equipment
Office Supplies/Cleaning
UtilitiedTelephone
Other Costs, Maintenance and Repairs
TOTAL
71770
4,989
10,000
5,000
3,000
12,000
5,650
8,800
2,700 8.008
S 88,050
.-
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$41,298
5,190
2,750
518
24,240
600
3,500
2,200
900
2,380 4.474
$88,050
POPULATION SERVED Page 3
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Data according to demographics submitted to the North County Food Bank
90,082 persons received food assistance. Seniors 75+ 1%; Seniors 60+ 2%; Adults 20+ 7,
59%; Youth 10+ 8%, Children 5+ 18%; and Infants O+ 12%. Ethnicity percentages vary 9”er‘
from city to city. From clients providing ethnic data, North County averages are: 52% G
Hispanic; 21% white; 9% black; 3% native Americdor Alaskan; and 1% Asiaflacific
Islander. Roughly 14% of clients selected “other” or declined to provide ethnic data.
Gender data indicates 56% are female and 44% are male.
It is estimated that 95% of people receiving food assistance are low income
individuals or families that have experienced sudden financial difficulties and have
sought one-time emergency food distribution from agencies make up less than 5% of
total clients. The North County Food Bank does not share demographic information or
population served numbers with large shelters or hot meal programs; i.e., San Diego
Rescue Mission, Interfaith Community Services, or Brother Bennos. While we do assist
those, and similar organizations, on a collaborative basis, duplication of clients served
would likely distort the overall accuracy of demographics.
COLLABORATIONS / VOLUNTEER INVOLVEMENT
- Our San Marcos warehouse is a center for our collaborative efforts. The
warehouse is shared by North County Food Bank, the Senior Gleaners. The Sr. Gleaners
share fresh produce, breads, and other foods “gleaned” from local growers and grocery
markets. North County Food Bank shares its fork lift and refrigeration equipment. This
Inner-agency co-operation reduces costs for all concerned. We have many volunteers
who separate food and help distribute as well.
The bottom line is that the North County Food Bank provides, wholesome, quality
food economically to the agencies we serve.
In addition, the Food Bank requires all agencies it serves to sign an agreement to
share surpluses as they may exist, to inform one another of new sources of assistance, and
to support the food bank by providing for shared maintenance costs. This agreement
results in over 56 agencies collaborating to ensure maximum use of resources. The Food
Bank has a number of volunteers who use their own vehicles to pick up donations and
deliver them to our warehouse.
During food drives, many volunteers are needed to sort and stock the food as it is
delivered. This process is where we have our largest number ofvolunteers.
EVALUATION
Each agency we serve provides monthly demographic reports, these reports detail
the number of clients served, ethnicity, ages, etc. The Food Bank records the number of
Page 4
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pounds of food distributed to each agency. The Program Manager can use the data to
assess how much assistance we are providing to’ each agency. This data can be further
used to predict future needs of each agency, based on average pounds of food per client
served. The approximate growth of the agency by number of people served each month
helps ascertain future Food Bank needs.
The Executive Director and Administrative Assistant maintain all financial
records and assess the value of service in food provided on a pounds per dollar basis.
All participating agencies are encouraged to provide input either in writing or at
quarterly meetings. Suggestions are evaluated by the Program Manager, reviewed with
the Executive Director, and future needs are ascertained. Food procurement needs are
then addressed and proper action taken to provide the best level of service possible to our
agencies.
PROGRESS REPORT
Efforts are continuing to increase food supplies. Our 3rd Annual food drive
competition; the “Souper Bowl” is being enthusiastically pursued to encourage more
North County businesses and their employees, to get involved and support the Food
- Bank. Corporate food drives produced slightly over 90,000 Ibs of food last year. We are
looking forward to this year’s competition and anticipate a greater number of
corporations to join in this effort to raise food for the upcoming holiday season.
The North County Food Bank continues to operate with one fulltime Program
Manager. During the holiday food drives the Food Bank will utilize one part-time,
(20 hrdwk) employee for warehouse operations and food drive coordination/ pickup.
ADDITIONAL INFORMATION
The North County Food Bank also provides opportunities for persons with
Community Service Hours, or anyone from our participating agencies. These persons are
given training in general warehousing, forklift operations, customer service, warehouse
management and inventory control using computer technology.
Tom Anglin, Program Manager
NORTH COUNTY COMMUNITY SERVICES
ORGANIZATIONAL CHART
BOARD OF 1 DIRECTORS I
~~~~~
EXECUTWE ASSISTANT DIRECTOR
ADMINISTRATIVE
I
FOOD BANK PROGRAM
CHILD DEVELOPMENT RE-ENTRY CENTERS PROGRAM
MANAGER MANAGER PROGRAM MANAGER
1
VISITOR
SENIOR
ESCONDIDO
CDC
PROGRAM ESCONDIDOO OCEANSIDE VISTA
CDC CDC CDC
." E)(ECUTIVE DIRECTOR, DARLINE ULRICH
ADMINISTRATIVE ASSISTANT, ANITA HLTBBARD
FOOD BANK P.M., TOM ANGLIN
CHILD DEVELOPMENT CTR. P.M., DONNA MEESTER 760-630-9123
760-471-5483
760-471-6549
760-761-1140
RE-ENTRY PROGRAM P.M., GLORIA GONZALEZ 760-757-7012
I
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John T. AnljEin
Obj,lecth@ To work in non-profit area as grant writerlmanager
a" 2000-present North County Food Bank San Marcos. CA.
Program Manager / Gmnt Writer . Increased procurement procedures
Increased volunteer involvement
Developed Senior Visitor Program
1999-2000 Set Free Ministries San Diego, CA.
Oflice manager I Grant writer
Made office more efficient - Acquired 501@3 Status . Increased food supplies for programs
1997-1 999 Northwind Ministries Cocoa Beach, FL.
Church seaetary I Grant writer - Opened computer school for Welfare to work Program
Procured food supplies
1 Handled all facets of office
Education 1974-1 976 Pikes Peak C.C. Colorado Springs, CO. . .A.A Business.
9 Graduated 3.9GPA
Interests Set Free Board of Directors, Golf, computers.
act .17 01 08: 16a EYE HICKORY
AMY ZHAO
760-747-6289
3940 Plateau Place, Carlsbad, CA 92008
(760) 729-43 18
P- 2
OBJECTWE To develop a career in accounting that offea both challenge and op~~rt~fity
of advanccmcnt.
WORK EXPERIENCE
JUW ZWI - Presenr Grant Analyst, EYE Counseling & Crisis Savices, Inc., Escondido, CA . Track project budgets and prepare contract billings. . Create budget justification. Identify how the budgeted expenditures de
related to and necessary for the achievement of the grant goals and objectives. . Responsible for insuring that costs billed ace allowable and reimbursable
under the terms and conditions of the contract
November 199s - Accounting ManagerIAccountant, St. Mamn Center, Inc., Erie, PA
Lkcember 2000 . Perfonned general ledger, journal entries, geueral accounts reconciliation,
bank statement reconciliation, accounts payable, accounts receivable, and
monthly-end ciosing activities. . Prepared financial statements, such as balance sheet, profit-and-loss
statement, cash flows slatement, financial management reports that included
auditing, internal control accounting system. . Conducted financial statement analysis and differential analysis. . Developed operating and project budgets, monthly budget reports for
. Supervised accounts receivable clerk with analysis ofA/R accountk and
collections.
”
.- variance analysis, and annual performance appraisal.
Febnuy 1994 - Owner, Golden China Restaurant, Charleroi, PA
JUIJJ I995 . Managed restaurant business and trained employees.
September 1992 - Technician, Entomology Department, The Pennsylvania State University,
September I989 University Park, PA . Conducted fundamental research in insects controlling. I
Seplemtwr 1984 ~ Accountant, Finance and Accounting Department, South China University
JuIy 1988 of Science and Technology, Guangzhou, China . Prcpared and analyzed financial reports such as verification of general ledger
accounts and baiance sheet. . Performed budgets, general ledger, account receivable and payable, bank
reconciliation, and cost analysis for developmental projects.
.Conducted internal auditing of accuracy of all related financial statements.
, Set up accounting system for foreign currency exchange.
. ,‘ . ..
OC~ 17 01 O8:16a EYE HICKORY 760-747-6289
" EDUCATION MBA, May 1994, California University of Pennsylvania, PA
GPA: 3.6
BS in Accounting, July 1984, Jinan University, Guangzhou, China
GPA: 3.8
SKILL . Familiar with Excel and Microsoft Office. . Specialized in QuickBooks and MIP Accounting system.
REFERENCE Available upon request.
I
.. ..
NORTH COUNTY COMMUNITY SERVICES
NORTH COUNTY FOOD BANK
PROPOSED OPERATING BUDGET
For Fiscal Year 2002- 2003
REVENUES Amount
City of Carlsbad $10,000
City of Vista 10,000
City of Escondido 15,133
City of Oceanside 10,000
City of San Marcos 5,000
United WayLifeline 4,989
McCormick Tribune Foundations 10,000
Food For All 5,000
C.E.C.O. 5,000 - Bravo Foundation 12,000
Stater Brothers 5,650
Private ContributiondGrants 14,000
-- Food drives/ Fundraising 2,700
Shared Maintenance 18.500
TOTAL $117.880
EXPENSES
Salaries
Payroll Taxes, Fringe Benefits
InsurancdLiab./Auto
Contracted Services
Space Costs
RentallLease of Equipment
FoodlInfant Needs
Equipment (Walk-in Freezer)
Office SupplieslCleaning
UtilitiedTelephone
Other Costs, Maintenance and Repairs
TOTAL
$45,298
5,190
2,750
518
24,240
600
4,330
27,200
900
2,380
$117.880
4.474
- cn?,OfcAWsBAD
COMMUNITY DEVELOPMENT BLOCK oRIsdyT/HOME PROORAM FUNDING PROPOSAL APWCATION 2002-mO3 ".
me followlng informdon must be completed by each person/agency/organization Interested In
appilcotlon will be considered Incomplete and wlll not be Mer evaluated for funding
being consklered for CDBG/HOME fundlng. All Information requested & be provided or. the
me' appllcatlon must not exceed a total of fifteen 05) pages. lncludlng the required
consideration. Please type or print Cleo*. Attach addmonol sheets or Infomalion as necessary.
appllcatlon package, lncludlng attachment% must be submmed 'prior to December Mth to
dtachmenk as llsted in the Checklld of Required Documenk Ten copies of the completed
Corlsbad CA 92008. Frank Boensch, Housing and Redevelopmt w.artment, 2965 Roosevelt Street. Sulte 8,.
.. ..
' ADmmnNGAm T,+~Q Hospital Foundation Name of Pgency -
Addmi 4002 Vi Way, Oceansiik, CA 92056
Federai Tax ID Number 956131483 -.-_
Mle of ProgramPmject:
Locatlonpf Program/Projed:
Contact Person: Judith Winter Telephone No.: (760) 940-3597
PROCRAMIPROJECI Emergen4 Medid hnd
Tri-Ciiy Medical Center facilities, indnding the North County Child Study
Requested Funding MnouN: : $15000
Briet Desuipiion of Pmgmm/Project Describe the work to be penb~'Includ1ng the actlvmes
to be 'undertaken. or itw services to be pmvided the goals and objecth/es of .the
prograrn/pmject, etc.):
The Emergency Medical Fund provides assistance for low and moderate-income persons. Good
health should be something everyone can afford. Unfortunately more than 44 million Americans
lack health insurance. In San Diego County, more than 645,000 persons are uninsured because
their paychecks just don't stretch that far. Included in this figure are over 110,000 San Diego
County children. More than 23% of San Diego County's children are living below the poverty
level. One in five of San Diego County children have no insurance - a rate higher than both the
State of California and national averages.
The situation is worsening with the recent recession. Many laid-off San Diego County workers
who lost their insurance cannot afford to pay the 102% of the premiums through COBRA to
maintain coverage. (Average cost of COBRA insurance is $7,194 a year.)
Actual numbers of persons in North San Diego County without insurance are estimated to be
even greater because of the large population of undocumented immigrants. In addition, many
who would qualify for assistance simply don't know it is available, how to apply, or are fed
of involvement with any government agency.
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Continued nextpage
Brief Descr@ion of Program continued
Demographics show that 83% of the uninsured in San Diego County are members of low to moderate working
work hard, but can barely eke out enough each month to pay the bills -people who cannot afford to take a sick
day, let alone seek preventative care for themselves or their families. These are people who earn too much to
qualify for government assistance (Medical). A recent report reveals that 81% of low income, uninsured adults
do not qualify for public health coverage. Medical does not provide a health care safety net for all low-income
people. Unless severely disabled, the "poor" without children do not qualify for Medical and have to navigate a
complex County Medical Services system to get assistance.
Because of limited incomes, persons may be forced to choose between food, housing, utilities, and other basic
necessities - or paying the high cost of insurance. Often the answer is to take a chance, forgo medical
insurance, work when they are sick, and put off taking themselves or their children to the doctor for regular
check-ups. And when they or someone in the family gets really sick or injured they use the hospital emergency
room. Tri-City Medical Center emergency room, one of the busiest emergency rooms in the county, sees more
than 66,000 patients per year-approximately 11% of whom are indigent and/or have no insurance.
Last year Tri-City Medical Center served over 21,000 indigent in-patients and out-patients. Non reimbursed
costs for indigent charity care and bad debts at Tri-City Medical Center last year was more than $13,000,000. If
bills go unpaid, this affects healthcare costs for everyone.
Not only are healthcare costs affected but, most importantly, the lives of thousands of San Diegans each year
who either wait until a simple medical problem becomes a serious one, or do not have the money to provide the
appropriate follow-up care needed and recommended. The immediate problem may be handled in the
-%dies, the m&rityof whom do not receive health insurance from their employer:These,are p.ersons who .~ , -_ ..
- mergency room, but care often stops there.
Prescription drugs are so costly that to save money persons may take less than the recommended dosage - or
go without. Prosthesis, hearing aids, wheelchairs, and other medical aides may be unaffordable. Patients
admitted to the hospital may not be able to afford the care that would enable them to go home.
The problem of follow-up care is especially poignant when children are involved. Loving parents, for example,
may be unable to afford braces to correct a child's legs, eyeglasses, or diagnostic tests and treatment for
developmental and behavioral disorders. New and uncertain mothers may have trouble with breastfeeding,
proper nutrition, discipline, and other aspects of caring for their children. They may not have the money to
purchase car seats for their infants or follow specialized dietary requirements.
For the mono-lingual Hispanic family the situation is often worse. These families not only have to cope with
illness, but with language difficulties, isolation, a complex health and social services system, limited finances,
and many other obstacles.
The Program
In response to these crises, Tri-City Hospital Foundation has established the Tri-Citv MeddCab-
F ereency Medical Fgd:,._Following ethical and legal principles, Tri-City bfedical Center never turns anyone
away who is faced with a true medic& emergency. The Emergency Medical Fund, however, provlaes
ad&i%iiiiEiiimorCcomprehensive services. Spanish speaking staff are always available to help the large
number of Hispanic monolingual families who seek assistance at Tri-City Medical Center.
doals of the Emergency Medical Funds are to:
~ ." " . ~. ~
-
(1) Assist persons to obtain the medical and follow-up services they need
(2) Create awareness about the importance of timely and preventative healthcare
(3) Create awareness of the myriad of community services available in our area - and how to access
them.
- 3bjectives are to raise funds to provide at least:1,000 hours of assistance to low-income persons per year. Your
pant will provide about 375 hours of assistance for residents of Carlsbad. (Please refer to Attachment C -
Budget) <
Accessing the Emergency Medical Fund
The Emergency Medical Fund will help low and moderate income persons access a great variety of services
according to their needs. Physicians, nurses, and staff at Tri-City Medical Center are aware of the existence of
the Fund and can refer appropriate patients. Referrals will therefore come from the Emergency Room as well as
from departments throughout the hospital.
Services Available
Services and costs of services will vary according to need and may include:
..
Impact
Prescription drugs/ Medical aides and prostheses
Diagnostic services including specialized tests, mammograms, behavioral and developmental
assessments for children at Tri-City Medical Center’s North County Child Study Center
Social Service assistance to access community services including Vista and North County
Community Clinics, parenting classes, substance abuse treatment
Help to register for the State of California Healthy Families Program or other public
assistance
Critical immediate needs to bridge the gap while waiting for government assistance
Transportation vouchers and assistance
Hospice and home care/ Cardiac rehabilitation services
Psychological assistance and referral/ Bereavement services
Prenatal serviced Lactation services
Pediatric rehabilitation for disorders including:
Orthopedic disorders/ Neurological dysfunctiodGenetic disorders
Cardiopulmonary comp1icationsDelayed speech or language development
a Swallowing disorders/ Feeding dysfunctiodDowns Syndrome
Failing to provide for the indigent and uninsured impacts us all. For the patient, it can result in escalating
disease and disability. For the taxpayer, it can lead to increasing costs related to caring for this population later
on. For society, it can result in dangerous consequences. Many children with psychological, developmental,
and behavioral problems go undiagnosed and untreated because their parents cannot afford the cost. Studies
have shown that when children with Attention Deficit Hyperactivity Disorder, for example, reach their teens
they are at high risk for delinquency, alcoholhbstance abuse, automobile accidents, and violent anti-social
behavior. Tri-City Medical Center’s North County Child Study Center, located in Carlsbad, provides the
services that can identify and stop this cycle.
Evaluation
Tri-City Hospital Foundation will measure the outcomes and impact of the Emergency Medical Fund through
tracking:
Numbers and demographics of participants
a Diagnoses
Types of services Length of services
Cost of services
Reasons for utilizing the fund (e.g. no insurance, delay in authorization, etc.)
a Progress and results of treatment obtained because of the fund
-
CHy of Cabsbad
2001-2002 CDBG/HOME Funding Appliwtlon
Page 2 -
1. oRG,wmnorw ABIUIY/CAPACITY
A agency is:
Non-proflt
0 Local public agency
0 Other (Please specify.)
0 For-profit
0 State public agency
8. Whd Is the purpose/miulon of the agency?
'Tri-City Hospital Foundation, a 501(c)(3) non-profit organization purpose is to improve health and well being in our community by
healthcare system, working with both to identify and address real needs. Our commitment is to assure access to timely and quality
supporting and enhandng the services of Tri-City Medical Center. The foundation serves as a bridge between the community and the
healthcare services to all those who may need them, regardless of age, ethnidty or ability to pay. (See following page for information
about Tri-City Medical Center)
C. How long has this agency been in operation? Please include the date of
incorporation?
Tri-City Hospital Foundation has been in operation for more than 37 years and was incorporated in October, 1964~" "
D. How long has this agency been providing the proposed program/project?
.- The Emergenq Medical Fund was established-
E. Please submit an organlzotlonal chart for the agency as Attachment A
F. Please describe the agency's exlsling 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.)
Tri-City Hospital Foundation VP/Executive Director Debbie J. King is responsible for administering the Emergency Medical Fund.
Oirectos of each Tri-City Medical Center Department request the funds for patients who need and are eltgibie for them. The Direaor
af Social Services at Tri-City Medical Center is involved in many of these requests. Tri-City Medical Center Chief Operaung
Officer/Chief Nurse Executive, Joy Goa-, and the VF'/Chief Financial Officer, Robert Wardwell are responsible for overseeing
l9 years) of implemendng such a program. (See attachment B)
be validity of the financial drcumstances and need of the persons receiving the funds. Each of these staff has extensive experience p-
G. Please indicate your agency's level of experience with the CDBG/HOME
program.
GDBG/HOME arm:
No or little emerience. LID to 1 vear of uslna CDBG/HOME funds. b Some experience, 2 to 3'yean of uslng CDkHOME funds.
0 Considerable experience, more than 5 years of using CDBG/HOME funds.
.~~ ~ ~~-
Moderate experience, 4 to 5 yeon of using CDBG/HOME funds.
- I. Organizational Ability/Capacity
B. Continued:
Tri-City Medical Center
Founded in 1961, Tri-City Medical Center is a full service non-profit district 397 bed hospital
providing medical care and community programs for the residents of North San Diego County.
There are over 800,000 persons in the Tri-City Medical Center service area, including, but not
limited, to the cities of Carlsbad, Oceanside and Vista.
The mission of Tri-City Medical Center is to improve the quality of life in OUT community
through health education, disease prevention, and comprehensive diagnostic and treatment
services. As a leader in the provision of quality and compassionate healthcare, Tri-City Medical
Center is committed to providing excellent and compassionate services through:
Caring for the patient as a whole person - including emotional, spiritual and
Assuring the highest competence in professional, support and volunteer staffs
Maintaining modern, efficient and technologically current equipment and facilities
Researching and providing the latest and most effective medical care
physical needs
- To these ends, Tri-City Medical Center offers a full-range of primary care, medical-surgical,
emergency, home care, rehabilitation, hospice, and home care services. In addition, Tri-City
Medical Center plays a significant role in the day-to-day lives of North San Diego County with
2,000 employees, 400 physicians, and 800 volunteers.
ClV Ot -&bad 2001 -2002 CDBG/HOME Funding Appiidon
- -3 ., . , ,,
H. if you have received federal funds, including CDBG/HOME funds, in previous
years, have program violation findlngs ever been made against your
agency/organizdon?
0 No 0 Yes
If yes, please explain nature of finding($ and how flndlng(s) has been addressed
by your organization.
Ii. FINANCIAL CAPACIW/STABIUTY
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.
within the last two years (2000-2001 and 2001-MO2) for the proposed
Did you receive any of the following sources of funding from the City of Carisbad
program/project?
sources of Funding
CDBG &s 0
Community Activities (General Fund monies) P o
If yes, please Indicate amount and status of previously awar& funds (fully
expended, funds remalning, program/projed discontinued).
Amount Receiva SmYS
CDBG/HOME funds
Community ActiVmes
B. Did you receive any federal funds, Including CDBG/HOME fundlng from other
cities, last year (July Mol -June ZOOZ)?
F No 0 Yes (please list funds below.)
Proaram Source Amount Received
$
$
$
C. Wlli addmonal CDBGlHOME funds be required In future years for the project?
$Z No, &a+ absolubI% 0 Yes
fbtcessoe~ ,
9 I.lhOk* thy WJdd
hL lvlu4 Q peCcld-4
oNorcl:\AppucATIcN) ad ulakld t alp qbu%
~aukvl 1nmm
cftvdcorlzbad
2001 -2002 CDBG/HOME Funding Appflcdlon
paae4
,- Ill. BENEFlTS & BENEFICIARIES
A How accessible or convenlent is the proposed program/project to Curlsbod
residents? (Please be specmc such as direct services to client’s home,
tromportalion provided to and from facility, or relation to publlc transportation.)
Services are provided at Tri-city Medical Center which is conveniently located off Highway 76 and on a public bus line. Children’s
developmental services d be provided in the new North County Child Study Center which is located in Carlsbad on ALp and El
Medical Center Transportation Deparunent
Camino Real and also convenient to public transportation. If needed, transportation will be provided free of charge by the Td-fity
8. What is the approxinlaie percentage of your cllents that have annual famlly
Please see the 2002-2003 income Umits for the CDBGRlOME Program)
incomes in each of the following ranges: (Percentages shouid add to lmr ,_ /
J SO % of clients are between 31 and 50 percent of the area median Income
9 % of clients are at 30 percent or below 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
well as the popuiation to be sewed or the area to he benefited. (see
relalion to Consolidated Plan housing and community development pdorlties. as
- Consolidated Plan P~I~rltles)
The Emergency Medical Fund matches CDBG priorities by providing basic physical and psychological health care services for low
income Cadsbad residents, including transportation, counseling, assessments, and help accessing available communify seroices. In Sa0
Diego County, more than 645,000 persons are uninsured including over 110,000 children. Often these persons are faced with having
to choose between paying for basic necessities of life and the high cost of health insurance and health care. This res& in delaying
getting help for simple problems und they become serious and neglect of critical preventatme and follow-up care. Disease and
disability are oh escalated and short and long tenn outcomes severely compromised
* D. Please indicate the number of cllents, by households or Individuals. beneffting from the proposed actMty and the percentage that are Carisbad residents.
Households or Persons of whlch 100% are Carisbad residents
339 hoZs OF s.ClputC.CS 35 ~:~1
E. Does your agency focus its actMtles on populations wtth special needs? Q!’
)P No 0 Yes (Pleose specify)
Please specify which special needs populations. (Homeless lndMduals/famllles,
Persons wtth disabilities, Persons with substance abuse problems, Veterans, Farm
worken & day laborers, Elderly, Children, etc.)
.-
* Please see Attachment C. Budget Narrative for more information
CltvOfccl~d
2001-2002 CDBG/HOME Fundlng Appllcation
page 5 .-
IV. IMPLEMENTATlON OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehabllitatlon, property acquisition, other construction related or new public/communlty 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.
,
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determlnation: -
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Joy Gorzeman, RN, MSN
2128 University Drive
0-32 Vi CA 92083
Carlsbad, CA Residence 1760) 639-4578 work 1760) 940.3353
PROFESSIONAL PROmLE
Results oriented executive with 28 years of health care experience in community not-for-profit health care
systems. An executive with a comprehensive understanding of the patient care process throughout the
continuum of care. A visionary and effective leader with a reputation for interdisciplinary team building, achieving quality results inclusive of cost effective outcomes and major turnaround success.
EXPERIENCE HIGHLIGHTS
Chkf Operating mer & ChiqfNurse Execrdve (COO/CN&) March 2000 to Present Tri-City Medical Center, Oceanside, California
Hired to consolidate the COO and CNE responsibilities, provide leadership in the areas of strategic planning and implementation of clinical and support services, integration of patient care
physicianhospital district relationship. services across the continuum of care inclusive’of the community, and enhancement of
Tri-City Medical Center is a 397-bed center with annual gross revenues greater than $363
million. Assumed executive accountability for operations and support areas: Inpatient and Ambulaby services: Critical Care, Medical-Surgical, Transitional Care, Surgical
Suite/PACU/Central Sterile, Emergency, Pediatrics, ObstetricsiNewborniNeonatal Intensive Care, Behavioral Health, Rehabilitation Services inclusive of Occupational Health, Dialysis,
Cardic-Pulmonary Rehabilitation, Imaging and Interventional Radiology, Laboratory, Pharmacy,
Non-Invasive Diagnostics, Education, Infection Control, and recently Case Management, Medical
Staff Services, Medical Library, and Medical Staff Quality.
Designed a Plan for Patieat Care approved by the Board of Directors. Implemented a Professional Governance Model, which is an interdisciplinary council structure and process for developing patient care standards and key quality indicators to measure success. Decreased the
use of outside registry for supplemental staffing by greater than 50%.
Chkf Operating Oflcer (COO) 1997 to March 2000
Bayfront - St. Anthony’s Health Care, St. Petersburg, Florida
In 1999 promoted to fill responsibility for operations of Bayhnt-St. Anthony’s Health Care consisting of 917 beds and 3,000 FTEs. Provide oversight for medical management teams.
Developed and presented an ambulatory strategy accepted by the Office of the President and the Board of Trustees. The business plan included a Satellite Imaging Center, presence in a
developing corporate office park, and primary care physician strategy and a large ambulatory facility. Served on the pH0 Board and chair of the Baycare Disease Management Task Force.
Organization experienced significant financial losses related to the Balanced Budget Act and indigent care resulting in substantial downsizing and reshucturing. Involved in preparation of a
proposal for the County Commissioners to assist with finding. Played a key role in rebuilding of
DEBBIE J. KING
753 Matagual Drive, Vista, CA 92083
e-mail - kingdj@tcmc.com ~ Home: (760) 758-0896 - Office: (760) 940-3373
PROFESSIONAL EXPERIENCE
Tri-City Hospital Foundation, Oceanside, CA
Vice PresidenVExecutive Director, October 2000 - Present
Gift Planning Officer, July 1999 - September 2000 Annual Giving Officer, March 1995 -June 1999
More tha-nd raising experience in healthcare with proven record of success increasing philanthropic support through annual giving, special events, major gifts and planned-
* Instrumental in achieving most successful fund raising year at Tri-City Hospital Foundation. - Total funds raised - $2,047,000 in FY 2000 -doubling previous year's results. - Average annual funds raised exceeded $1.4 million (1996 -2000).
Created and administered new planned giving program at Tri-City Hospital Foundation. - Obtained (2) irrevocable gifts and (6) revocable bequest intentions in first year. - Versed in rules and regulations governing charitable estate planning.
- Increased annual $1 ,OOO+ donor club by 118% in five years. - Diamond Society membership increased from 125 in 1996 to 272 members in 2000.
Developed new program strategies for special events, which increased net revenues dramatically. - Baile de Esperanza - $50,000 net revenue (1995) to $207,500 net revenue (1999). - Golf Tournament - $30,000 net revenue (1995) to $156,500 net revenue (2000).
Increased major gift sponsorship participation in special events. - Baile de Esperanza (1999) - (6) major gifts of $25K or more, (14) gifts of $5K. - Golf Tournament (1999) - (12) major gifts of $5K or more.
Developed and tracked special event budgets that decreased expenditures and raised revenues.
Successfully recruited, motivated and managed community individuals and volunteer leaders
resulting in increased philanthropic support of Tri-City Hospital Foundation.
Designed and produced marketing and promotional materials to support fund raising efforts including special event invitations, Cornerstone newsletters, the Calendar, advertising and
marketing materials, and fund raising appeal letters.
North County Times, Oceanside, CA
Marketing Director, 1989- 1995
L Developed and implemented sales strategies that increased advertising expenditures of existing customers, captured new customers, and increased advertising market share.
Created sales, marketing and promotional materials to support advertising sales efforts.
ROBERT D. WARDWELL
4002 Vita Way Oceanside, California 92056 (‘760 ) 940-7560
SUMMARY
* 29 Years of Hospital FinandaUOperationaIExperlence * 21 Years of Executive Team Experience
* Proven Ability to Lead Oiganizational Change Specialized Skills in Strategic Planning, Continuous Quality Improvement Implementation,
Physician Relatlons/Contract NegotiationdManagement, and Managed Care Organization.
ERIENCE
1999 -Present
1994 - 1999
19% - 1999
1989 - 1994
Vice President of Finance, C.F.O.
Tri-City Healthcare District, Oceanside, California. A California Healthcare District which
indndes a 397 bed Medical Center.
Senior Vice President, Strategic Development Senior Vice President, Finance, C.F.O.
Schumpert Health System, Shreveport, Louisiana. An integrated health system which includes a 625 bed Tertiary Medical Center, 12 mated rnral hospitals, numerous clinics and
“gent care facilities and a successful PHO.
Kev Acepmplishments:
Developed from a concept to snccessfnl operation:
-evelonmeM
The first residential hospice In the State. Two state-of-the art healthplex facilities designed to improve community health status.
A stroke center, the first in the markeL Other Proiect DeveloDma&
Outpatient Physical Medicine Center, creating a one-stop venue for orthopedic patients. Specialty Ambulatory Surgery Center using off-balance sheet financing.
Joint Venture Cardiac Center with local physicians.
Restructured entire fiscal division improving efeciency and internal customer satisfaciioa
EstahUshed a functional cost acconnting system. Initiated a “Product Standardization” team which achieved signi6cant supply cost savings.
Significantly reduced days outstanding in accounts receivable. Developed a managed care data base which has yielded great success in managed care contracting.
Senior Vice President, Financial and Support Services
Saint Joseph Hospital, Fort Worth, Texas. 475 bed, not for profit acute care hospital with rehab, psychiatry, SNF and specialty centers. For profit subsidiaries in medical imaging, PPO
and related services. Owned by the Daughters of Charity National Health System.
I(ev Ac~mDMiIIIWG Part of an executive team that executed a plan for establishment of a Primpry Care driven
PHO. Instrumental in new product line development with in and out patient components Diabetes Center, Arthritis Center, Skilled Nursfng Unit, Chest Pain EX, Neurosurgery Program.
Successfully led an organizational restructuring program that significantly improved
efficiency and reduced costs.
Played a key leadership role in the implementation of a organization-wide TQMKQI
. ..
” Larry M. Fulcher .1 ..
-. .. . .. , .
Director of Social Services: Tri-City Medical Center
achievement and increasing responsibility in direct clinical service, leadership and program management position. Skilled in building
I Summary of Quallqcatfons Fwenty-four years of
teams, mental health and human service administration. I Work Experience 1 LEAD SOCIAL WORKER, SHARP MEMORIAL HOSPITAL San Diego, Califom@, 011019resent
evaluations. Coordinate weekiv and on-cali work schedules. interview, hire and orient new staff. interface with medicaUhosoital staff
Responsible for managelsupervising social service staff at a 400 beds hospital and trauma center. Conduct annual pelformance
consult on psychosocial and dibcharge needs of patients. CHIEF, COUNSELING SERVICE, PERSONAL SUPPORT DMSiON
Marine Corps Base, Camp Pendleton, California. 6/99-11/01 Coordinate and direct mental health services that provide crisis
intervention, clinical assessment and solution-focused short ten counseling, prevention education and group services for
supervision for staff and MSW graduate students, SDSU ACOS FAMILY ADVOCACY PROGRAM REGIONAL
active duty military members. their family members, and retirees within the Camp Pendleton community. Provided clinical
COORDINATOR Naval Base, San Diego Californla, 11/96-5199 Direct comprehensive program in chiid and spouse abuse
prevention, intervention, and treatment. Responsible for Hiring, training, and managing a multi-disciplinary team of 61 Professional, Parapmfessionai. and support staff. Managed a budget of $2,000,000 from various funding sources. Provide Coordination and
consultation of the U. S. Navy Family Violence prevention, intervention, case management, and treatment services for California and
Nevada. identify, develop. and monitor special projects, proposals. and quality assurance programs. Provide over-sight for U.S. Navy
Partner Abuse Research Project in collaboration with the University of Colorado. Represent the US. Navy on San Diego county
alignment of staff functions and recapturing contract treatment services. Improved ciienrs initial six weeks intake time to three days.
Domestic Violence Council and Children’s Initiative Strategies Action Committee. Realized $400,000 cost savings through re-
organized, managed, supervised: 5 social workers, 2 home visitors, discharge planner, visiting nurse, and 2 administrative staff.
HEAD, SOCIAL WORWFAMILY ADVOCACY DEPARTMENT U.S. Naval Hospital, Yokosuka, Japan, 1119410196 Planned,
- %gram Manager for the Family Violence Program for Naval forces in Japan. Responsible for providing medical social work and amiiy Violence prevention, intervention. and treatment services. Developed and conducted staff training: provided community education for awareness and prevention of child abuseheglect and spouse abuse. implemented and coordinated the departmental
Quality improvement Program. Managed a $1,000,000 budget. Originated program proposals and provided recommendations for
staffing and program improvements. Realignment of all Family Violence services. improving accountability and service delivery time.
schoois SOCIAL WORK DEPARTMENT HEAD U.S. Naval Medical Center, San Diego, California. 2/92-10/94 Managed and
Developed and implemented chiid abuselnegiect training and instruction module for childcare workers and Department of Defense
supervised 31 civil service and contract clinical social workers. Prepared and submitted an Annual Fiscal Plan. Collaborated with
retention and career development plans. Developed individual staff training plans. Trained medical Interns and Residents in
professionals of other services in developing innovative approaches to patient care. Consulted staff personnel regarding performance,
solutions through participation on the Utilization Review Committee, Bio-ethics and Chiid Care Committees. Provided supervision and discharge planning. Developed.and implemented Quality Assurance I Improvement Plan. Identify gaps in services and implemented
fieid instruction to graduate social work interns. Establishing the first multidisciplinary discharge planning and case management
team. Developed and implemented Quality Improvement plan, resulting in Joint Commission of Health Care Organizations score of
98%. Created a case management information system. HEAD, SOCIAL WORKFAMILY ADVOCACY DEPARTMENT U.S. Naval
Hospital, Okinawa, Japan, I11891192 Developed a comprehensive medical social work department and family violence treatment program. Supervised multidiscipline team of 12: conduct in-service training, and direct dinical supervision. Reviewed, developed. and implemented policies and procedures. Evaluated program effectiveness and established quality improvement standards. Skillfully
negotiated the first re-alignment of U.S. Navy and Marine Corps Family Advocacy (ChiidSpouse Abuse intervention and Treatment)
Program. Established the Social Work/Family Advocacy Department. OFFiCE IN CHARGE, EQUAL OPPORTUNITY PROGRAM
Naval Medlcal Command, Washington, DC, U87-10189 Responsible for implementation of the U.S. Navy Medical Department Equal
Opportunity Training Program. Ensured that Naval Medical and Dental Organizations receive current Equal Opportunity Training and
were in compliance with military and federal regulations. Supervised staff of eight Equal Opportunity investigators and trainers.
training budget and pian. Provided staff training and organizational equal opportunity courses. Reduced training cost by $550,000 Prepared Equal Opportunity Complaint Reports with recommendations Submitted to executive leadership. Developed annual’regionai
through reorganization of the Mobile Training Teams. [ Education I 1975 Fresno State University, Fresno, CA Master in Social Work 1993 Chapinan University,
Orange, CA Master Science of Human Resource Management I ,
Amupwise, Windows 2000, Windows NT. WordPerfect 1 Licenses and Credbntialr Licensed Clinical Social
Worker, CA (LCS 13605) Board Certified Diplomate in Clinical Social Work (BCD 023992) 1989 Caliiomia Community College
Instructor Credential (345652)
’ Software Skills 1 Microsoft Access, Microsoft Excel, Microsoft Office, PowerPoint. Microsoft Word, otus 1-2-3. Novel1
1
- ATTACHMENT C
11. Financial Capacity:
Emergency Medical Fund
Budget
375 Hours of services @ approximately $40 per hour.. . . . . . . . . . . . . . . . ... $15,000
Budget Narrative
The size of the Emergency Medical Fund Budget is dependent upon the generosity of our donors
At an average cost of $40 an hour for services, your kind grant of $15,000 will provide 375 hours
of medical assessment, treatment, and related services for low-income adults and children.
Special emphasis will be on the Hispanic and monolingual populations who account for more
than 25 % of the population in our service areas. We will restrict the use of your grant Tor low-
income Carlsbad resid"
Understanding the need, we would like to help as many low-income persons as possible who
cannot afford to pay for necessary services. Tri-City Hospital Foundation will sustain and grow
the Emergency Medical Fund through continued solicitation from local and national
foundations, corporations, organizations, and individuals. A CDBG grant fiom the City of
Carlsbad will help leverage support by serving as a impetus for others to give,
Services for indigent children and adults during the grant period will vary considerably
according to need. The exact number of persons who will be helped by for your grant depends
upon individual needs. Costs can range from $10 for bus passes to access services, $90 for an
infant car seat, $500 for a diagnostic imaging, to $1,000 for children's developmental
assessment.
Length of time of treatment will vary as well. Funds may be a one-time expense, may be needed
for several months or only to bridge the gap until the patient can find the means to pay or
purchase insurance.
A complete accounting of the use of your funds will be sent to you at the end of the grant period.
ATTACHMENT D
IV. Implementation of Activity
.- Implementation of the program will begin as soon as CDBG funds are granted and be expended
during the following 12 months (July 2002 - June 2003).
-.
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
CITY OF CARLSBAD
FUNDING PROPOSAL APPLICATION
2002-2003
The following informatlon must be completed by each person/agency/organlzation Interested In
application wlil be consldered Incomplete and will not be further evaluated for funding
belng consldered for CDBG/HOME fundlng. All information requested be provided or the
The application must not exceed a total of flfteen (15) pages, including the requlred
conslderatlon. Please type or print clearly. Attach additional sheets or information as necessary.
attachments as ilsted in the Checkllst of Required Documents. Ten copies of the completed
appllcatlon package, inciudina attachments, must be submltted orlor to December 20th to
Frank Boensch. Houslng and kdevelopment Department, 2965' Rooseveit Street, Sulte B,
Carlsbad, CA 92008.
~ ~~ ~. ~. .~
ADMINlsTRAT'NG AGENCY SEE-Jobs for Progress, Inc . Name of Agency: /
Address: 3355 Mission Avenue, Suite 123, Oceanside, CA 92054-1327
Federal Tax ID Number: 95-31 03 233
PROPOSED PROGRAM/PROJECT
TIM of Program/Prolect: SIB Carlsbad Homeless Resource Project
Locatlon of Program/Project: 5958 El Camino Real, Carlsbad, CA 92008-8802
Contact Person: Telephone No.: 1760 1929-8121
RWUeSted Fundlng Amount: $ 12.0oo.00
Pablo Jimenez
DescdpWon of Program/PrObCt @escrlbe the work to be.performed, Including the actlvifles
to be undertaken 01 the servlces to be provided, the goals and ObJectlves of the program/proJect, etc.):
The Homeless Resource Project (HRP) win provide a coordinator who will work with
both private businesses and individuals and with homeless individuals who Use the city
of Carlsbad Hiring Center. Of 679 Carlsbad residents wed in the last five month& 316
or 46.5% were homeless, 231 (34%) were White, 25 (3.6%) were black, and 423 (62%)
were isp panic. out of679 Carlsbad residents served, 679 (100%) wre very low income
averaging only $7,500/year income. The coordinator will conduct food and clothing
drives fkm private individuals and businesses and will coordinate the of
contributions to most-in-need Carlsbad residents utilizing the City of Carlsbad Hiring
center.
Goal: To provide work clothes, school clothes, and food to very low-income individuals
using the Carlsbad Hiring Center.
Objectives: (1.) To assess basic food needs and clothing needs
(and their Eamilies) seeking day jobs or seasonal fann work the
(2.) To actively seek contributions of food and clothing &om private individuals and
businesses to meet these needs during the funding year. (3.) To counsel each head of
household to identify and access other resources available to the homeless and Working
t
poor.
Clty of Carlsbad
2001 -2002 CDBG/HOME Fundlng Appllcaton
Page 2
1. ORGANlZATiONAL ABILIlY/CAPACIN
A. gis agency is: ?
Non-profit CBIJ
0 Other (Please specify.)
0 Local pub' Qincy 0
For-profit
0 State public agency
B. What Is the purpose/mlsslon of the agency? sa I EmPlo Redevelo ment (SER) et' dtaged
residents of North San Diego County. Our purpose is to act as a CatYlst between the
is dedicated to providing educational and employment OPpor Unities to
economically disadvantaged and the mainstream by providing employment and training
education, and social services to support these efforts.
SER also provides over 100 apartment units for affordable housing for low-income
residents.
C. How long has this agency been in operation? Please Include the date of
lncorporatlon?
SER has operated in North San Diego County since 1968. North Sari Diego
County SER was incorporated in July 1981. In 1989 the name was changed to Sari Diego co.
SER* D. How long has thls agency been providing the proposed program/proJect?
need for the project has increased and we n-aid Start to coordinate it-
This project has operated on a volunteer basis for ten years,However, the
/OyRs .
l4/ '
E. Please submit an orgonlzational chart for the agency as Attachment A
F. Please descrlbe the agency's existing staff posltlons directly responslbie for the
Proposed program/proJect and thelr quallflcatlons and experience In
impiementing such a program/project. (Resumes may also be submitted as
Attachment B but not In lieu of a complete response.)
The Homeless Resource Project will be directly Mr. Jimenez is a University graduate with a degree in business management.As the
Director of the Carlsbad Hiring Center, he oversees and supervises services to
aver 5,000 unduplicated job seekers every year. In this capacity he works with
jobs and permanent work. For this reason, Mr. Jimenez has established the HRP Project.
employers to place the indigent, the homeless, and farmworkers in both temporary
The Center staff connects workers to gainful employment at area businesses and farms.
by Mr. Pablo Jimenez.
G. Please Indicate your agency's level of experience with the CDBGIHOME program.
CDBGlHOME Droaram:
0 No or little experience. up to 1 year of using CDBG/HOME funds.
17 Some experlence, 2 to 3 years of using CDBG/HOME funds.
0 Moderate experience, 4 to 5 years of uslng CDBG/HOME funds, $3 Considerable experience, more than 5 years of using CDBG/HOME funds. -
City of Carlsbad
2001 -2002 CDBG/HOME Funding Appllcatlon
Page 3
_- H. if you have received federal funds, including CDBG/HOME funds, In prevlous
years, have program violation findings ever been made against your
agencylorganization?
% No 0 Yes
if yes, please explain nature of finding($ and how finding@) has been addressed
by your organization.
Not Applicable
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. indlcate 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 (2000-2001 and 2001-2oM) for the proposed
' program/proJect?
Sources of Funding
CDBG
Community Activlties (General Fund monies)
If yes, please Indicate amount and status of previously awarded funds (fully
expended, funds remaining, programlproject discontlnued). Not Applicable
CDBGIHOME funds
Amount Received stotus
-0-
Community Activities -0-
i 8. Did you receive any federal funds, Including CDBG/HOME funding from other
cities. last year (July 2001 -June 2002)7
0 No a Yes (Please list funds below.)
Proaram Source Amount Received
City of San Diego CDBG s s
$103,000.00
C. Will additional CDBG/HOME funds be required in future years for the proJect'? * -
0 No 10 Yes
**However, we will seek alternative funding from private foundations and businesses.
Clty of Carlsbad
2001 -2002 CDBG/HOME Funding Appllcatlon
Poge 4
ill. BENEFITS & BENEFICIARIES
A. HOW accessible or convenient is th le wrowosed wroaramlorolec . , , :t to Carlsbad
residents? (Please be spacific such as dlreci s&ces to client's home,
trans ortation provided to and from facility or reiatio t The Carlsbad Hir ng Center is well known to residents ana g&esses
its services. Over the 10+ years it has been in operation it has been "heavily"
used six days per week. Current services are provided Monday through Saturday.
It is accessible by public transportation as well as by private transportation.
It is well publicized by both print and electronic media who contribute in-kind
publicity.
P ilc transEg-taJpflize
B. What is the approximate percentage of your clients that have annual family
Incomes In each of the foliowing ronges: (Percentages should add to 100%:
Please see the 2002-2003 income Limits for the CDBG/HOME Program)
100% % of clients are at 30 percent or below of the area median income J
%of clients are between 31 and 50 percent of the area median Income
%of clients are above 80 percent of the area median income
%of clients are between 51 and 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
wet1 as the populatlon to be served or the area to be beneflted. (See
relation to Consolidated Pian housing and community development prlorltles, as
Consolidated Plan Priorltles) Need: Of 679 very low income Carlsbad residents served by the SER City of Carlsbad
Hmng Center in the last five months, 329 were homeless. These 679 individuals, Llb
homeless and near homeless, need basic assistance to include food, clothing, shelter, and 3a 9
health care. This project will solicit both food and clothing kom private companies and /L.'A'"-
individuals for the use of these participants. In addition the Vista Community Clinic
provides a mobile clinic once per month and offers health services to participants.
Participants also can be referred to Pod de Guadalupe for shelter. This project will
have these responsibilities.
D. Please Indicate the number of clients, by households or Indlvlduais, benefltlng
from the proposed activlty and the percentage that are Carlsbad residents.
Households or 679 Persons of which 100% are Carisbad residents
E. Does your agency focus Its actlvitles on populations wlth special needs?
0 No Yes please specify)
Please specify which special needs populations (Homeless lndivlduais/famllies,
Persons with dlsabllltles. Persons with substance abuse problems, Veterans, Farm
workers & day laborers, Elderly, Children, etc.) SER focuses on the educationally
and economically disadvantaged living in San Diego County. Over 35% of these targeted
is only $7,500 per year. As many as 70% are limited English speaking farm workers, with
permanent visas to work in this country.
- families are homeless. Average income for day workers, farm workers, and unemployed
City of Carlsbod
2001-2002 CDBG/HOME Fundlng Applicatlon
Page 5
- IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehabllitatlon, property acquisition, other construction related or new public/communlty service
funds awarded within the program year. 1, the undersigned. do hereby attest that the above
programlproject as Attachment D. The agency must ensure the expenditure of all CDBG/HOME
lnfor@ion is true and correct to the best of my knowledge.
->
f President/CEO 12/20/01
/ sig&tW " / ntie Date
Date Received:
Date Revlewed:
Staff Person Completing Review:
National Objective:
Local Objective:
- Eiigibllity Determlnatlon:
(word:\APPucAnoN) ..
"
U
n
.-
A'ITACRMENTB: KEYSTAFFRESUMES
Resume
of
Geovge Daniel Lopez
OfBCe: Residence:
San Diego County SEwJobs for Progm, Inc. 2302 Carriage Circle
3355 Mission Amue, Suite 221 Oce&mkie, 6;4 92056
Oceanside, C4 92054 619/757-5673 619/7578379 FQX
619/7546500 619/%7-4357 Fax
- cant Work Histow
1975 to abe:
San Dlego County SEWobs for Progress, Inc
A nationally affiliated non-profit organization providing training and employment, as well as
affordable housing and citizenship services.
0 Started as Project Director responsible for North County operations. Functioned as manager of all
- programs and staff director.
Currently, President and Chief Executive Officer of county-wide SER.
- Formulate policies, direct and coordinate all SER activities.
- Responsible for hiring staff, organization of facilities and resources to achieve corporate goals. I
- Plan, develop and submit proposals to funding agencies.
-Maintain contact with public officials, business and industry and stay abreast of employment and
training legislation.
- Maintain regular and close liaison with SER Board of Directors.
- Responsible for leading SER from a single program agency to eight programs with funding in
excess of 2.5 million dollars per year.
Resume
of
.- George Daniel Lopez
PAGE TWO
Si-cant Educational Histom
Associates of Art Degree from Mira Costa College, Oceanside, CA
Past and Present Accomplishments:
Governor Wilson's appointee to the State Job Training Coordinating Council
SER National Board of Directors
Professional Community Leadership
San Diego Regional Employment Training Consortium (RETC)
Community Resource Member of several COrnmitteeS
North County Personnel Assodation
North County Employment and Training Partnership - Past President
Mira Costa College Alumni Assodation
United Way North County Regional Board of Directors
San Diego County Justice System Advisory Group
San Diego County Public Welfare Advisory Board
Boy's Club of Vista, Associate Board Member
Oceanside Campfm Council, Board Member
North San Diego County Directors of Social Concern, Past V. President
American G.I.'Forum Regional Treasurer
American G.I. Forum State of California Secretary & Treasurer
Chicano Executive Council of San Diego
- BECA Scholarship Foundation
Board &fember for @rmat#ve Adun fm
- Mira Costa CommUnity College - Palomar Community College District
- San Marcos Unified School District
- Escondido Unified School District
0 Reference available upon request 8
During business career, has developed a unique combination of financial control,
general and administrative management skills. Though qualifed for assignment within a
wide range of industries, primarily interested in growth oriented situations, to which a
profitable contribution can be made.
SUMMARY OF QUAumcAnoNS:
Masters Degree in Business Administration
Assodates Degree in Industrial Psychology
Certified and Corporate Accountant (CPA Equivalent)
Twenty-nine years of financial, technical, marketing and general management ability
has been gained from a wide range of business activity...service industries, heavy equipment
manufacturers, mining, transportation and major business institutions.
Six years as Chief Operating Officer and General Maniger for a leading manufacturer
of road suction street cleaners with worldwide representation.
Responsible for reorganizing the Accounting Depment and instituting in-house
computer system for better control of manufacturing costs and parts inventory control.
Restructured the Production, Parts and Service Departments to obtain lower
production costs, tighter quality control, better customer servicing of parts orders and
iesponse time to service calls.
Created a Markekg Department and supervised the outline ,of a new marketing
strategy enabling the Company to demonstrate that they are the pioneers of suction
sweeping and that their products can compete in the National marketplace by price, quality
and the Company's dedication to after-sales support.
b
Resume of Peter Grant
haeased sales by $1.5 million over two year period by securing two major accounts
through .convincing these customers that the Company is committed to the support and
technical service for the products which it sells.
A Director and Officer of the Company and a Director of its Canadian associated
Company.
Successfully directed the operations of the Canadian Company and made it profimble ,
within a time span of 18 months, following several years of losses.
One year in finandal administration for a leading container leasing company,
controlling trailer movements worldwide.
Nine ye+n as Controller of a leading investment management company, with assets
under management of approximately $2 billion.
Three years as Assistant Chief Accountant and General Manager for a leading iron ore
mining company in West Africa. Responsible for hanaal planning and reporting, operation
of the transport division and government relations.
One year 'as Group Accountant for a heavy construction and roadworks company
represented worldwide, controlling capital equipment movements between assodated
companies and branches. -
Nine years as Resident Accountant, then .General Plant Manager for a hardwood
lumber producer in West Africa. Responsible for transportation, milling, timber concession
and railroading operations, in addition to monthly fmndal reporting to Group
Headquarters.
EXXJCATION:
Richard Collyer College, England - Graduated Bachelors Degree
Oxford University, England - Graduated Masters Degree
London School of Economics, England - Cerrified and Corporate Accountant (CPN
PERSONAL
U. S. Citizen
Interests include tennis, sailing and fshing
Attachment C
PERSONNEL:
%time I" Coordinator
Fringe Benefits @ 17%
Homeless Resource Project
BUDGET
$10,000.00
$ 1,700.00
Total personnel and fringe: $11,700.00
LOCAL TRAVEL:
.25 centsper mile X 100 miles per montkX 12 months
Local miiqe is needed for this staff who will use hidher
personal vehicle to Visit employers and individuals willing to
donate clothing or food for the project.
$ 300.00
TOTAL PROJECT BUDGET $12,000.00
-
to IIwbro Foundation for
AWACHMENT D.
I-
The LinkAge Resource Clearinghouse demonstration project will hrm
collaboration with agencies, organizations, businesses and individuals to identify
and facilitate the exchange of resou~~es to those non-profit organizations and
agencies that serve the needs of homeless and nearly homeless children their
parents and individuals. Please see the project proposal Attachment #I I
A.
B.
C.
D.
E.
F.
G.
r
. .
”
*or- 2001-20""Applcdbn
L~ -5
IV. IMPLEMENTATION OF AcmmY
A. P!sase submit a schedule for implementation of the proposed comtrwtbn
rehobilitation.propertyacqlrismon.otherconstructbnrelotedornew~/communityservice
funds awarded within the program year. I, the undersigned do hereby attest that the above
progrom/p@Xt os Atrochment D. The agency must ensure the expenditure of all CDBG/HOME
infovand correct to the best of my knowledge. ..r
Attachmeat I
ARDON - A Resource Development & Organizational Network
LinkAgeResourceCkaringhonse
Pmram D*lcri~tienlS~o~~
Tbe Need
Elected government officials and government staff alone cannot be expected to address and solve
all impendiig social issues and emergency Sions. In light ofthe recent tngedy in New York,
it is apparent that communities must be able to identie and rally resources far beyond those
provided through local, state and fed& government agencies.
In the private sector, non-profit organizations are heavily burdened due to ecowmic uncertainty,
reduced funding, emergency needs, and increased demands. At a time when mllaboration is
essential to provide social services and advance sustainable community developmemt,
responsible oqphtions and agencies are thquently isolated hm each other when competing
for finding sources. CDBG funds are an excellent example. Never before has it been clearer that
cities and local communities must address rmergency and ongoing social issues with the best
possible use of community-based resources. These are the issues addressxi locally by ARDON.
ARDON - A Resource Development & OrganbAonaI Network is a wn-prom 501(c) 3
organization. ARDoN'spurpose is
create sustainable heale communi
Clearinghouse to assist the Ci of Carlsbad to leverage available resources and increase capacity
building for local mnpmfit 0rganU;lltwn.
Last year done, the City of Cartsbad dedicated SlO5,OOO in CDBG funds to organizations that
address the basic needs of lower income persoas in North County. Those organizations provide
food, clothing, prevention programs, counseliig services, and transitional and emergency shelter
for the homeless. U-, even with partial Wig 6om csrlsbad, the services provided
by recipient oqpizations still do not equal the need. In North county. this winte-r, hundreds of
homeless children, theii pareats and individual adults &Id lily be I& out in the cold.
Meanwhile agencies that me this population are working overtime. often the purpose of non-
profit organizations and service agencies is eclipsed by the resource development and
fundraising demands placed on their staff. Frwpently, staffmanbess with trainkg in healthcare,
taken away fiom practicing those speciahies can preveut an organization from reaching its goals.
The question is: Collectively, how can we get ahead of the awe?
APmpowdSdption-~IhkAge~rreClcui.gLolue This proposal to the Ci of Carlsbad is to invest a small percentage of CDBG hding in
ARDONs LinkAge Resource Clearinghouse to faciliie the development and exchange of
community valued at three times the City's investment. Ultimately, Linkage could serve multiple
agencies to develop resource valued in the millions. The initial project would serve five
organizations over a period of 6 months. The selection of organizations to be served by LinkAge
1
-
..
. counseliig, job training and other specialized profdons carry out development &rts. Time
- resources for non-profit organizations. Initially, this grant can generate resources in the
"
would be determined by the City. Selected organizations could be CDBG recipients and other
worthy organizations that, because of limited fundiig, have not been supported with CDGB
funds. This approach can help the City of Carlsbad to reach its goals toward substantial capacity
building for nonprofit service agencies and to maintain a well-balamed Community
Development Block Grant Propram.
The return on this investment is projected to be many fold. By participating with the LinkAge
Clearinghouse, much of the energy expended toward resource development by nonprofit
. organizations can be more etticiently directed, resources can flow directly to the needs of the pamcipatlnggroulwandmostim~theindividualsthey~.Expendingtheservice
ability and capacity of each of the selected organizations can help to prevent crisis situations like
that ofthe homeless in North County, this winter. This approach can also reduce existing
negative impacts that a homeless population can have on the business community, tourist and
recreation revenues and the sense of safety in residential neighborhoods.
oVerthepastyear,researchthroughtheLinkAgeResourceClearinghousehasbeenunderway-
an initial inventory of service orgmkations (nonproM, govexmental and private), their
missions, targets and services; and a corresponding assessment of needs and matching resources
in the City of Carlsbad. Carlsbad was selected for the project because of its population Si,
economic and ethnic diversity, balance of local businesses with national industries, foundations,
media and government agencies, and its eff& city plauning.
HowwillULLinkAge~~wJc~dLcCmlcbod~mnitp? The product of this proposed pilot investigation will be an overall databese of services and needs
that will be the seed for a clearinghouse of service organizations, agencies and resources
available in the private and public sectors of the community. This proposal is to expand the
LinkAge Resource Clearinghouse to incorporate coalition building and volunteer participation,
and to create linkages through a wide cross-section in the public and private sectors: busin-
individuals, fomdaths, government agencies, and the media
The LinkAge Resource Clearinghouse is a distinctively different &rt in that it is designed to:
9 Identify the interests of potential donors and match their dbution of human resources,
in-kind contributions or funds with the specific needs of participating organizations..
k Promote sustainahility within service agencies and non-profit organizations to enable
them to serve their low-income clientele. The intention of creating such LinkAges is twofold:
creating new conaections in the community. % First, to identify barriers to solving defined service problems that can be eliminated by
9 Second, to result in greater community involvement in new and ef€ective solutions.
The demonstration project will form collabwation with agencies, organizations, businesses and
individuals to identify and facilie the exchange of reSOucceS to those non-profit organizations
and agencies that serve the needs of homeless and nearly homeless children their parents and
individuals. This population was selected because the challenges they encounter to sustainably
meet their basic needs call upon a broad spectnun of community services including housing,
health, food, safkty, education, transportation, couoseling and vocational training. The goal is to
achieve long-term ecollomic stability for these individuals, and to secure appropriate resources
for efficient sustainabili of the organizatons that serve them.
"
2
The matrix of support systems within the community and neighboring communities. developed
by the LinkAge Resource Clearinghouse, can be applied to address a variety of social issues and
urgent needs of residents in the Ci of Carlsbad. The following is an example of how The
LinkAge Resource Clearinghouse waved a Carlsbad based nonproM orgmbtio& the Joy of
sports:
When the Joy of -9rs-t expandd is chih 's sports programsfhm Washington to
San~egoC~~,,thPylnodeuM~L~Reso~ceCl~.AA~ch~
conducted to idenyy Id fwons whase interest carld be matched with rhe Joy olSport~'
puqxxe to sww low-income chil&en with lge skih activities andsports programs. This dola
search saved the organization endless hours of research. ofthefoundaiions identijied to have
matching interem, on?fhkdapr&~ the Joy o/,sporzS for $15.000. In &tion. The
Joy of Jporls was amnected with several dher organizaiions with similar missions. resulting in
@Ctiw dhaiim
Advances in information technology will be leveraged to create a ~411 evolving database. Data
can be recorded on the research and surveys conducted by ARDON that is required to create
linkages between all sectors of the community. Once effectiveness is demonstrated in one
locality, application in otber communities statewide and natiooally could develop. By supporting
this project, the Ci of Carlsbad will take the lead as an innovator in cost effective community
resource. development.
Exwrience in Prwram Area
volunteer project. In May of 2001, ARDON received its non-proiit 501(c) 3 status 60m the IRS enabling the organization to generate resources to carry the LidcAge Resource Clearinghouse
Project to its full potential.
ARDON is directed by its founder Marjorie Fox. Ms. Fox has lived in San Diego since early childhood. ShehasresidedinNorth~f~thepasttenyeanr.Ms.Foxhasmorethat20 ,
years of award-winning experience in non-profit organizational and resource development and
prowam management.
In direct reMon to this CDBG project proposal, Ms Fox initiated the project and developed funding for the first database of Non Governmental Organizations (NGO's) alii with the
United Nations for the Earth Summit. This resulted in the publication of a d-0~ including over l0,OOO international o rgddons, their missions and services provided. For the first time
internationally, NGO's were able to look to one soufce in order to identify and make contact
. with organizations and projects globally to develop collaborations and partnerships to serve their
common goals.
Ms. Fox has served on the Board of Diredors and Advisory Committees of several nonprofit
organizations. She served on the steering committee for the San Diego County Mentoring
Coalition, and the Children's Taskforce. ARDON is a member organization of the Emergency
Shelter Taskforce of North County Collaborative. Ms Fox actively represents ARDON on the
Tasktiom. Currently, Ms. Fox is the president of the Human Development Foundation. The
Foundation provides educational resources for low-income children.
,- TheLinlrAgeResourceCl~Projecthasbeenunderwayformorethantwoyears,asa
-
3
pintoctl Cambilitics/Budget
Initially, its founder, Marjorie Fox, funded The LinkAge Resource Clearinghouse. In-kind and
small financial contributions have sustained the development of the LinkAge Resource
Clearinghouse to date.
M8tching Funds
Recently, a $5,000 one-to-two matching grant was awarded to ARWN from Dr. David Kohne
to encourage support from the City of Carlsbad.
ARDON will continue to apply to community-based fwndations and individuals for finding to
expand the capabilities of the LinkAge Resource Clearinghouse. The hnds requested from the
City of Carlsbad in the attached budget are intended for the fiscal year 2002/2003.
4
NON-PROFIT ORGANIZATIONS
THE MEDIA
11. ORGANIZATIONAL STRUCTURE
,--
LinkAge
Participating Groups
Media
Businesses
Indlvlduals
Foundations
Government Agencies
Non-Profit Organizations
Participating groups are surveyed to determine what resources they are willing to
contribute to commun'ty programs and projects that are aligned with their interests.
Categories of Interest
Arts & Culture
Education
Environment
Food
Health Services
Housing
Immigrant & Refugee
Job Training
Literacy
Recreation
Scholarships
Social Services
Tutors/Mentors
Universities
Women
Youth & Children
-
/- Participating ~lnpmfit organizatiom and social agencies will be able to request a
database search to identify where they can access the specific resources needed to
operate their organization and resources that will directly benefit their clients.
Attachment A
ARDON
A Resource Developlaent and Organizational Network
Linkage Resource Clearinghouse
Carlsbad Proiect
BOARD OF DIRF,CTORS
I
Resident and Executive Director:
Marjorie Fox
Lmknge Rcsource Clrarioghousc
TeChnical
contractors
- t t a
r \
T T T T cornmunay
orgaoizatim
,.-
ARDON
LinkAge Resource Clearinghouse
Attachment B
Marjorie Fox
ARDON is directed by its founder Marjorie Fox. Ms. Fox has lived in San Diego since
early childhood. She has resided in North County for the past ten years. For several
years, she served as a television talk show host on Channel 6 the Fox network affiliate,
in San Diego. The program bsed on local and national organization and their services.
Ms Fox has more that 20 years of experience in non-profit organkational and resource
development and program management. Throughout her career, Ms Fox has devoted her
expertise in communications and organizational skills to supporting the humanitarian
concerns of nonprofit organizations. She has facilitated strate& campaigns that combine
lobbying efforts and finding needs with extensive national and international campaigns.
.Including, representing IFCSS an international coalition of human rights organizations to
the media and Congress after the rrmss~cre in Tiananmen Square.
In direct relation to this CDBG project proposal, Ms Fox initiated the project and
developed funding for the iirst databgse of Non Governmental Orgdmtions (NGO's)
affiliated with the United Nations for the Earth Summit. This resulted in the publication
of a directory including over l0,OOO intenatid organimtiom, their missions and
services provided. For the first time internationally, NGO's were able to look to one
source in order to id- and make contact with organizetions and projects globally to
develop collaborations and partmrships to serve their common goals.
Ms Fox also served on the International Forum Taskforce that representeed over 1,OOO
international organbations to the press and delegates at the United Nations during the
UNCED conference.
Locally, Ms. Fox has served on the Board of Directors and Advisory Committees of
several nonprofit organizetions. She served on the steering committee for the San Diego
County Mentoring Coalition, and the Children's Taskforce. ARDON is a member
organization of the Emergency Shelter Taskfwce of North County Collaborative. Ms Fox
actively repreaeuts ARWN on the Taskforce. Currently, Ms. Fox is the president of the
Human Development Foundation. The Foundation provides educational resources for
low-income children.
0
Attachment C
ARDON
A Rcsoara Dcv&pmmt & Orgaaiutioarl Network
LinkAge Resource Clearinghouse
crrYOFCABLSBADprojeet
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANTIHOME PROGRAM
FUNDING PROPOSAL APPLICATION
2002-2003
The following information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. Ail information requested be provided or the
application will be considered incomplete and will not be further evaluated for funding
The application must not exceed a total of fifteen (15) pages, including the required
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
application package. including attachments, must be submitted prior to December 2OIh to Frank
attachments as listed in the Checklist of Required Documents. Ten copies of the completed
Carlsbad. CA 92008.
Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B,
ADMINISTRATING AGENCY
Name of Agency: North County Lifeline, Inc.
Address: 200 Michiaon Avenue, Vista, CA 92084
Federal Tax ID Number: 95-2794253
PROPOSED PROGRAM/PROJECT
Title of ProgramlProject: Lifeline General Services
- Location of Program/Project: 200 Michiaan Avenue. Vista, CA 92084 8. I 10 Coppenvood Way, Suite Q. Oceanside, CA 92054
Contact Person: Shirley J. Cole Telephone No.: I 760 1 726-4900 x243
Requested Funding Amount: $ 17,530
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.):
lifeline's services are based an the mission of enhancing the positive quality of individual, family,
and community life. This philosophy emphasizes client's strengths and resources to become
independent and to be a positive asset to the community. Clients are provided with
individualized case management designed to instill in each person the ability to meet their own
skills in the absence of continued social services. Although this methodology takes more time
needs. This type of approach has long-lasting effects, as clients ore able to continue using their
fhan if a staff was to choose client options and 'handhold" towards the goal, this method
guarantees long-lasting effects.
Lifeline's general services will assistmdividuals and families to achieve self-sufficiency by
assisting with the move from crisis or at-risk to becoming stable and self-sufficient. Specific
sewices include:
+ case management (on-site and through home visits)
individual and family counseling * assistance with crisis intervention, food, prescriptions. clothing, and
t mediation and legal services * provide ancillary services and referrals to augment clients' needs
fransportation
City of Carlsbad
2002-2003 CDBGIHOME Funding Application
Page 2
I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
Non-profit 0 For-profit 0 Local public agency 0 State public agency 0 Other [Please specify.)
B. What is the purpose/mission of the agency?
North County Lifeline is dedicated to enhancing the positive quality of individual,
skills and resourws to become more self-sufficient and less dependent on public
family, and community life. To this end, lifeline assists clients to develop their own,
hid. / u
C. How long has this agency been in operation? Pleose include the date of
incorporation?
Lifeline was created in
at Valley Middle School
office was established in ifeline has staff outstationed an-site 14 Lifeline's Coastal 5
D. How long has this agency been providing the proposed program/project?
services directed to youth and their families experiencing substance abuse issues.
Lifeline has been providing general human services since 1969. Beginning with
Lifeline's programs have expanded to more than 50 programs targeted to
individuals and families with any issues that are barriers to a healthy lifestyle.
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.
Pam Jruneil is the Director of Social Services, Lynn Dries-Daffner the CliniCd
Director of Counseling, and Deborah Martinez-Shriver is the Director of Mental 3
Health Services. Please refer to the three resumes submitted as Attachment B.
G. Please indicate your agency's level of experience with the CDBG/HOME
program.
CDBG/HOME rxoaram: 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.
(51 Considerable experience, more than 5 years of using CDBG/HOME funds.
Word\APPLICATION
Revised 10/9/01
2002-2003 CDBGIHOME Funding Application
City of Carlsbad
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?
R 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 progromlproject. 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 (2000-2001 and 2001-2002) 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 $5,000 - Housing (2001/02)
Amount Received Status
funds remaining
$7,800 - General Services (2001/02 funds remaining
$7,000 - Housing/General(2000/0 I) fully expended
$24.526 - Facilify Renovation (2000/01) fully expended
Community Activities
B. Did you receive any federal funds, including CDBG/HOME funding from other
cities, last year (July 2001 -June 2002)?
0 NO [51 Yes [Please list funds below.)
Proaram Source Amount Received Prooram Source Amount Rec'd
Citv of Powav $ 6.122 County of Son Dieso $18,000 - ~ ~, City of Del Mar $22,580 City oi Encinitas $ 5,000
City of Vista $15,000 City of Carlsbad $12,800
City of Oceanside $ 8,700 -
c. Will additional CDBG/HOME funds be required in future years for the Project?
0 No Yes
Word:\APPLICATION
Revised IO/P/OI
City of Carlsbad
2002-2003 CDBGIHOME Funding Application
Page 4 -
111. BENEFITS 8. BENEFICIARIES
A. How accessible or inconvenient is the proposed program/project to Carlsbad
residents? [Please be specific such os direct services to client's home.
transportation provided to and from facility, or relation to public tronsportotion.)
privote ond public transportotion. Lifeline's facilities occommodote persons with lifeline's Visto ond Oceonside offices ore easily occessible through the use of
disabilities. Bus tickets and taxi vouchers ore given to persons needing to get to
either or Lifeline's facilities. Visits ore provided to Corlsbod residents.
B. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: [Percentages should odd to 100%;
Pleose see the 2002-2003 Income Limits for the CDBG/HOME Program)
45 % of clients are at 30 percent or below of the area median income 7 30 % of clients are between 31 and 50 percent of the area median income
1 20 % of clients are between 51 and 80 percent of the ore0 median income
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)
practical and humon services through o case manogement process.
Lifeline's services benefit low and moderate income persons by providing
Counseling, social services and mental health services provide persons with skills
ond motivation to reach ond mointoin self-sufficiency. Basic service needs, such
os food, prescriptions, clothes, books, taxi vouchers, and child care, are also met
at Lifeline. Specific services include:
t Case monagement
t Assistance with crisis intervention + Career guidance and employment
t Mediation and legal services placement + Ancillary services and referrals
t Individual and family counseling
This program fulfills Carlsbad's objective towards social services (general).
D. Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents.
4,500 Households or 9.600 Persons of which 7% are Carlsbad residents
E. Does your agency focus is octivities on populations with special needs? W"
0 No IxI Yes (Please specify)
Please specify which special needs populations. [Homeless individuals/familieS.
workers 8 day laborers, Elderly, Children, etc.)
Persons with disabilities, Persons with substance abuse problems, Veterans. Farm
Low-income individuals and families; homeless or near-homeless: penons with
disabilities; seniors; Spanish-speaking residents.
WOrd:\APPLICATION
Revised 10/9/01
2002-2003 CDBG/HOME Funding Application
City of Carlsbad
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 publiclcommunity service
program/project as Attachment D. The agency must ensure the expenditure of a11 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.
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
- Eligibility Determination:
Word\APPLICATION
Revised 10/9/01
2002-2003 CDBGIHOME Funding Application
.. ATTACHMENT A
I I"
I 1
2002-2003 CDBG/HOME Funding Application
ATTACHMENT B
.- Pamela J. Thompson-Trunell
3762 Costn Del Rey Ocennside, CA 92056 760 612 8 2141
Ohjccriw: To obtain a social work position where my leadership skills can be used to coordinate
services to individuals, families and communities.
~~~ ~~~~~~~~ ~ ~ ~~~~ ~~~~~~~
Skills:
Leadership Staff Training RC Supervision Contract Compliance
Project Management Performance Evaluation Resource Management
Networking Developing Teams Report Preparation
WORK HISTORY
PALOMAR COMMUNITY COLLEGE. AUGUST 1994 - PRESENT
Adjunct Faculty
Teaching/Stodent Advisement
+ Teach two core courses in the Psychological and Social Services Certificate Program
t Administer exams to evaluate student learning
t Advise students on sequencing of courses for certificate program
t Counseled students on effective study skills . .
t Nurture relationships with community organizations which host student volunteers
-
LIFELINE COMMUNITY SERVICES, AUG. ‘97- MAY ‘99
Supervisor of Student Interns
+ Coordinate training programs to meet agency needs
t Provide supervision and direction to social work interns
t Meet educational and policy requirements ofthe School of Social Work and NASW
+ Evaluate work performance
+ Identify and address individual learning needs
LIFELINE COMMUNITY SERVICES. JULY ‘88 -SEW. ‘96
Director oTSocial Services
AfIttI;/I;.~/rI//;otI
t hlanaged and developed multiple contracts within the social services component
t Participated in developins and implementins agency policy
t Created data base to track complex contract requirements
t Completed detailed monthly, quarterly and annual reports
t Assessed component needs and established related goals and action plans
- + Delivered oral presentations to community organizations
7
,-
+ Develop training programs to meet agency needs
+ Provide supelvision and direction to social work interns
t Evaluate ~v01-k performance and address individual learning needs
t Recruit and lhire qualified social service stai?
Provide individual and family counseling services
..
= Serve as an ad\:ocate when client's etlorts were unsuccessfi~l
9 Experienced in assessing family needs, Qoal setting and case management services
- 9 Effsctive in crisis intervention and emergency services
Effectively link families to a wide variety of conlmunity resources
EDUCATION
t Masters degree in Social Work from Sat1 Diego State University, San Diego, CA.. 19S7
t Bacllelors ofr\rts deyree ill Social \\'ork from De1awa1-e State College, Dover, DE.. 19S2
t Certificate in Professional Studies in Individual Psychology, Americas Institute of Adlerian
+ National Coalition Building Institute Certified Trainer (Prejudice reduction trainer)
Studies, LTD. (1991)
PROFESSIONAL REFERENCES
t Supplied upon request
L
8
Lynn Elizabeth Dries-DaWner MFT
P.O. Box 2584
Del Mar, CA. 92014 USA
760-7555283
-f)a
PEESONAI
I am a well-trained, iotelligent, high energy and gml-oriented psychotherapist, with
excellent vstwl. \*Tilfm and organizational skills,
mu6afwn
Masters ofkt in Counseling, Natioml Universily
Bachelor of Am, New York Universit).
California Liceosed bfarriage and Family Therapist
Lwtorate in F'sydlology, Cnlifomu Institute of Human Scimw - In Progress.
EMPlOYlWf
1Y72 - 1992 Free Lance Writcr
Contributions to lccnl and national paiodicals and newspapers in New York and California, - with emphasis on social, political and adwxy issucs.
19.93 - 1995 Dual Diaposis Progmm Coordinlrfor San Luis Rgt ElospItdl, Enciniros, Calijnrnin Wrote: Mood Dsorda Program
Chemical Dcpdmcy Pr%&m Dual Diapxis Program
for thc Adult In-Patient Intensive Care and Progressive Unit Population.
Participated in: Group Facilitation for Patients, Families and Support System
Individrrol Sessiom
Schedule hdopment und (loordination
Tmarmenr Planning
Twrrtment Team Education andLkvrlopment
Mood Disorder and Chemical Dependency Manuol Design, Tal ond @dales
199s - 2000 Cirrckor ofAdul! Services, San Luis R~J' Hnspiful, Enchitas, Cali/wia
# C'ontinuedParficipnlion in All ofrhe Above
Cmrdinarcd the Tinatiorr ofIn-Potientr lo the Purficrl Hospiralirorion Prograni
Directd and Supervirtxl the Intem Progm for the Adult, Atldejccnt and Children's Unit
incorporating Ph.D., MFT and LCSW interns.
Participated and spdte in Community Education Mfztiogs and Workshops for Schwls,
Churclm, Sym~ogues and Community Orgmizations on the fDllmving topics:
Mood Disorder
Chanical Dependency
Adolescent and Adult Suicide Prcvcntion
Adolcsant md Adult Violence Prwdion, including Domestic Violence
9
..-
lo
Deborah MartinezlShriver
345 Encino Drive
Vista, CA 92083
(760) 940-9415
Over fifteen years of professional and educational experience in social services and
community outreach.
LICENSE
Marriawe. Farnilv. and Child Counselor
License # MFC33121
.EDUCA XION
NATIONAL UNIVERSITY - San Diego, CA
Masters of Arts Degree in Counseling Psychology
April 1996
June 1988
SAN DIEGO STATE UNIVERSITY - San Diego, CA May 1984
Therapy.
. Bachelor of Arts Degree in Recreation Administration, emphasis in
,Lifeline Community Services - Vista. CA Auyst 1997 - present
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 organizations and funding
sources, and participate in direct services as needed. Oversee various administrative activities to
include financial matters, record keeping, safety, and quality assurance.
Assist in the 35-hour Social Services Case Management training provided for all new Social ,
Supervisor, reviewing senli-annual, annual, and other statistical data related to the program.
Service staff. Generate hotels and nlotels for both the FEMA and County Cold Weather Shelter
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, 1 a111 the chair of the Emergency Resource Group (ERG) and sit on the Federal
Emergency Management Agency (FEMA) Board of Directors. I am one ofonly three trainers for
the ERG/EFSI’ (Enlergency Food and Shelter Program) Case Management Standards training, a
mandated training for all Sal1 Diego program providers pal-ticipating ill FEMA fttnded program.
As Director of Social Services, my duties include supervising the Family Self-Sufficiency
- private Practice&ption and Infertility Counseling 1996 - present
Collnseling infertile couples, prospective adoptive couples, adoptees, and birth parcnts.
Mcntal Health Svstclns. Inc. - San Diceo. CA Fchruap 3985 - August 1997
Enlploymcnt Scrviccs (ES) - Program Coordinator 1995 - present
11
As Program Coordinator for ES I was responsible for the overall operations of the program,
providing vocational rehabilitation, and social and academitsupport services to individuals with
orientations, interviewing participants to assess employability and identify barriers to
employment, teaching vocational classes, providing individual vocational counseling,
providingjob development and job coaching, working with the Department of Rehabilitation, and
maintaining and documenting case records, conducting job club and job retention skills,
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.
- psychiatric disabilities. Other duties and services provided were conducting individual and group
Pegasus West (PW) -Program Coordinator
Pegasus North (TN) - Program Coordinator
Pegasus West (PW) -Program Coordinator
1992- I995
I989 - I990
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 ofthe 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.
Healing Arts field, thorough knowledge ofthe Psychosocial Rehabilitation Model, experience in
Minimum requirements needed were Master ofArt in Social Work or related field, license in
individual and group therapy, a detailed understanding ofcognitive and behavioral therapy
techniques, strong crisis intervention skills, and demonstrated knowledge in the ability to plan,
prioritize, budget, control, and evaluate at a level sufficient to ensure the efficiency, effectiveness,
and success of the program.
-EO. CA 1983 - 1986
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.
-
.:.
.>
f.
f.
f.
.:.
(1998 - prcscnt) Member of California Association of Marriage, Family, and Child
Counselors
Sari Diego Chapter- Clinical Member.
(1996-Present) Member ofERG (Emergency Resource Group).
(1998 -Present) Member of the Board of Directors for FEMAEFSP. Federal
Emergency Management Agency for Food and Shelter programs for the County of San
Diego.
(1986 - 1996) Membcr of the Board of Directors for SIT (Schizophrenics in Transition)
and Copper Hill Indepcndent Living and Lcarning Center.
(1986 - 1996) Membcr of California Alliance for the Mentally Ill, North Coastal
Chapter.
(1995 - 1997) Member of C-BEST, California Building Employment Scniccs Team.
12
ATTACHMENT C
Proposed Budget
.- LIFELINE GENERAL SERVICES
CDBG OTHER
ITEM AMOUNT AMOUNT
Personnel
.07 FTE Director of Social Services 0
.IO FTE Family Development Supervisor $ 2,600
.5 FTE Case Manager $ 9,900
Fringe Benefits $ 2.980 Personnel Subtotal $15,480
Non-Personnel
Mileage $ 330
Telephone $ 420
Office Supplies $ 900
Postage/Printing
Rent
Clerical
Client Assistance
- Insurance $ 400
Non-Personnel Subtotal $ 2,050
TOTAL $17,530 I
$ 4,000
$ 2,600
$ 4,900
$ 1.560
$13,060
$ 200
$ 1,600
$ 2,400
$ 5.000
$ 9,200
$22,260
OTHER TOTAL
SOURCE AMOUNT
United Way $ 4,000
United Way $ 5,200
County Funds $1 4,800
County Funds $ 4,540 $28,540
$ 330
$ 420
General Funds $ 900
$ 1,600
$ 2,400
$ 400
Fundraisers $ 5,000
$ 200
$1 1,250
$39,790
‘administrative expenses charged to this project.
All funds requested go toward the direct services of Carlsbad residents. There are no
13
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANTIHOME PROGRAM
- FUNDING PROPOSAL APPLICATION 2002-2003
-3
The following informotion must be completed by each person/ogency/orgonizotion interested in
being considered for CDBGIHOME funding. All informotion requested be provided or the
application will be considered incomplete and will not be further evaluated for funding
The application must not exceed o total of fifteen (15) pages, including the required
considerotion. Pleose type or print clearly. Attach additional sheets or informotion os necessory.
attachments os listed in the Checklist of Required Documents. Ten copies of the completed
application package, including attachments, must be submitted prior to December 2Olh to Fronk
Corlsbod. CA 92008.
Boensch, Housing and Redevelopment Deportment, 2965 Roosevelt Street, Suite B.
ADMINISTRATING AGENCY
Name of Agency: North Countv Lifeline, Inc.
Address: 200 Michison Avenue, Vista. CA 92084
Federal Tax ID Number: 95-2794253
PROPOSED PROGRAM/PROJECT
Title of Progrom/Project: Lifeline Housino Services
- Location of Progrom/Project: 200 Michiaon Avenue, Vista. CA 92084
8, I 10 Copperwood Woy, Suite Q, Oceonside. CA 92054
Contact Person: Shirlev J. Cole Telephone No.: I 760 1 726-4900 x243
Requested Funding Amount: $ 10,014
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 County Lifeline supports o comprehensive Housing Services Program that handles
numerous requests from clients with housing needs. The North County populotion continues to
grow os housing costs continue to rise. There is on even forger demond for low-cost housing
olternotives thon previously. The need to find low-cost housing olternotives for persons folling
into the low-income level ond for persons on fixed incomes is more critical thon ever before.
Direct services include shored housing motch. boord ond core, screening and plocement, ond
housing cost reductions through labor exchonge. screening and cose management to
tronsitionol housing, hotel vouchering and security deposit ossistonce. In oddition. mony
landlords and tenonts ore unowore of Colifornio lows regording their rights and responsibilities.
Through proper mediation, Lifeline hos been oble to help mony clients ovoid costly ond time-
consuming court coses ond to estoblish positive relationships between landlords ond tenonts.
lives the Comprehensive Housing Services program helps clients to develop their own resources
and skills rother thon continuing to depend on government support such os Section 8 housing
both independent ond productive members of society.
fomilies residing in Corlsbod. The proposol provides for o one-holf time equivolent staff member
Lifeline is proposing to provide Housing Services to 200 low-income individuols ond
dedicated to serving the City of Corlsbod. SANDAG hos opproved the use of the low-income
Bosed on Lifeline's philosophy of helping persons to Qbtoin and manb in self-suffrrlent ..
. __I
- subsidies. Lifeline's progroms ore designed to help individuols moke positive strides to become
City of Carlsbad
2002-2003 CDBGIHOME Funding Application
Page 2
shored housing porticiponts to count toword the City's goal of low-cost housing under the City's
Housing Element of the General Plan. This is on added benefit to ony city to make fheir low-
income housing numbers.
-
I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is: [XI Non-profit 0 For-profit
Local public agency
Other [Please specify.)
0 State public agency
B. What is the purposelmission of the agency?
North County Lifeline is dedicated to enhancing the positive quality of individuol,
fornily, and community life. To this end, Lifeline ossists clients to develop their own
aid.
skills and resources to become more self-sufficient and less dependent on public
C. How long has this agency been in operation? Please include the date of
incorporation?
Lifeline wos created in 1969 and formolly incorporated in 1970. lifeline's Coostol
office was estoblished in Oceonside in 1988. lifeline hos staff outstotioned on-site
at Volley Middle School ond the Career Center in Carlsbod.
D. How long has this agency been providing the proposed program/project?
Lifeline has been providing housing services since 1984 with the implementation
of o County controct for Shared Housing. Housing programs hove been
expanded to include transitional housing, shelter vouchering, foir housing ond
londlord/tenont mediation.
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.
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. Pleose refer to the
resumes of Noncy Founce and Pam Trunell in Attachment E.
G. Pleose indicate your agency's level of experience with the CDBG/HOME
program.
CDBG/HOME moaram:
0 Moderate experience, 4 to 5 yeors of using CDBGIHOME funds.
0 Some experience, 2 to 3 years of using CDBG/HOME funds.
Considerable experience, more than 5 years of using CDBG/HOME funds.
- 0 No or little experience, up to 1 year of using CDBG/HOME funds.
Word:\APPLlCATION Revised lO/P/OI
2002-2003 CDBG/HOME Funding Application
City of Carlsbad
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/orgunization?
[x] No 0 Yes
If yes, please expluin nature of finding(s) and how findingls) has been addressed
by your organization.
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the progrom/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 lust two years (2000-2001 and 2001-2002) 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 $5,000 - Housing [2001/02)
Amount Received &&&
funds remaining
$7,800 - General Services [200 1/02 funds remuining
$24,526 - Facility Renovation (2000/01 j fully expended
$7,000 - Housing/General (2000/0 lj fully expended
Community Activities
B. Did you receive any federal funds, including CDBG/HOME funding from other
cities. last year [July 2001 -June 2002)?
0 No Yes [Please list funds below.)
Proaram Source Amount Received Proaram Source Amount Redd
City of Poway $ 6.122 County of Son Diego $18,000
City of Del Mar $22.580 City of Encinitos $ 5,000
City of Vista $15.000 City of Carlsbad $12,800
City of Oceanside $ 8,700 /
- C. Will additional CDBG/HOME funds be required in future years for the Project?
Word\APPLICAlION
Revised I0/9/01
2002-2003 CDBGIHOME Funding Application
City of Carlsbad
Page 4 _-
111. BENEFITS & BENEFICIARIES
A.
6.
7
0
C.
D.
E.
How accessible or inconvenient is the proposed program/project to Carlsbad
residents? (Please be specific such os direct services to client's home.
transportation provided to and from facility, or relation to public transportation.)
Lifeline's Vista and Oceonside offices are easily accessible through the use of
privote and public transportation. Lifeline's facilities accommodate persons with
disabilities. Bus tickets and taxi vouchers are given to persons needing
transportation to Lifeline's facilities. Home visits are conducted as needed in
Carlsbad.
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 2002-2003 Income Limits for the CDBG/HOME Program)
45 % of clients are at 30 percent or below of the area median income 30 % of clients ore 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
proposed program/project. Include the need or problem to be addressed in
Please describe how low and moderate income persons will benefit from the
well as the population to be served or the area to be benefited. (See relation to Consolidated Plan housing and community development priorities, as
Consolidated Plan Priorities)
lifeline's Housing Services program benefits low and moderate income persons by
providing services through a case management process to increase security and
offordable housing for seniors, provide affordable housing to low-income
households, prevent homelessness, assist seniors who need services such as cooking and cleaning to remain in their home os long as possible, aid in the
prevention and elimination of slums or blight, provide education and mediation
for landlords and tenant, and provide access to legal advice regarding housing
issues. This program fulfills Carlsbod's objective towards affordable housing.
Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents.
800 Households or 2860 Persons of which 7% are Carlsbad residents
Does your agency focus is activities on populations with special needs? 9
0 No 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.)
Seniors are first priority. Also included are persons with disabilities, Single parents. -
and Spaiiish-speaking c
WOrd:\APPLICAlION
Revised 10/9/01
2002-2003 CDBGIHOME Funding Application
City of Carlsbad
Page 5 - IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehobilitation, property acquisition, other construction related or new public/community service
programlproject as Attachment D. The agency must ensure the expenditure of a11 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
Executive Director
Title
Dote Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
- Eligibility Determination:
Word:\APPLICAllON
Revised 10/9/01
2002-2003 CDBGIHOME Funding Application
ATTACHMENT A
"I I[ - "
_I
I
L I 1
I I I I I 1
2002-2003 CDBG/HOME Funding Application
ATTACHMENT B
,-
1 nmelct J. TJ2ompson-Trccnell
3 762 Corin Del Rey Ocenmirle, CA 92056 * 760 612 * 2141
Ul,jectiw: To obtain a social work position where my leadership skills can be used to coordinate
services to individuals, families and communities.
Skills:
Leadership Star Training Rr Supervision Contract Con1pliance
Project Ivlanagement Performance Evaluation Resource hhnagement
h‘etworking Developins Teams Repon Preparation
WORK HISTORY
PALOMAR COMMUNITY COLLEGE, AUGUST 1991 - PRESEKT
Adjunct Faculty
Tenchin:/Stude~~t Advisement
t -Teach two core courses in the Psychological and Social Services Certificate Program
4 Idminister exams to evaluate student learning
t Advise students on sequencing ofcourses for certificate program
t Cotmeled students on.effecfive study skills
t Nurtilre relationshipswith com~nunity organizations which host student voluntekrs
LIFELINE COR1I\IUNITY SERVICES. AUG. ‘97- MAY ‘99
Supervisor of Student Interns
t Coordinate training programs to meet agency needs
t Provide supervision and directio~~ to social work interns
t Meet educational and policyrequiremer~ts of the School of Social \\’ork and NAS\\’
+ Evaluate work perfornlance
t Identify and addl-ess individual learning needs
.‘jltrff Trcritlirrv trrtrl SrrlJcnYsioIl
t Promote cultural competency ofstac volunteers and interns
+ Develop training programs to meet agency needs
+ Provide supervision and directioll to social work interns
+ Evaluate work performance and address individual learnirlg needs
t Recruit and hire qualified social service staR‘
Proiecf hl~trru~crrrettf
t Oversee implementation of nt~merous service contracts
+ hlaintain etrective working relationships with contractors, comnlunity based organizations
+ Plan. organize. advertise and facilitate annual community assessment event
t Oryaoize and oversee operations ofinclenlent weather shelter
t Oversee North County agencies participation in the Interfaith Shelter Network
t Developed and carry out activities related to annual &Firetreat
and other agency components
Direct .%mice
* Utilize a strength-based approach to identifying and achieving solutions
= Provide individual and fa’nlily counselins services -
= Serve as an advocate when client’s eforts were unsl1ccess6il
= Erective in crisis intervention and elnergency services
= Esperienced in assessing family needs, goal setting and case management services
8 EtYectively link fanlilies to a wide variety of community resources
-
EDUCATION
+ hlasters degree in Social Work from San Diego State University. San Diego. CA.. 19S7
t 13acllclors ofAm deyree in Social \\'ark li.on1 Dela\vare State Colle$. Dover. DE.. 19S7
+ Ccrtihcate in Professional Studies in 111tli~itlual Psycllology, Ama-icas Institute of Adleriac
t h‘aiional Coalitio~l BuiltlirlS Institute Certified Trainer (Prejudice reduction trailler)
Studies. LTD. (1991)
NANCY E. FAUNCE
6622 Corte Loma
Carlsbad, CA 92009
(760) 471-0743
EDUCATION Master Degree, Counseling Psychology
Master Degree Credits, Education
Bachelor of Arts Degree Education
Master Degree Credits in Psychological Testing
EXPERIENCE Housing Services Supcrvisor 2001-Present
North County Lifeline Vista, CA
Supervised staff for Centro and Sharcd Housing
programs for Vista Office.
Responsible for off-site supenision of two offices
Provided psychosocial assessments
Prepared budgets and reports
Developed and implemented training material
Participated in in-service staff development
Supervised volunteers and interns
Responsible for networking, collaborations and
advertising
Responsible for staff hiring and training.
Represented Lifeline as Senior Commissioner for
City of Vista
Shared Housing Supcrvisor 1999-2001
North County Lifeline Vista, CA
Supervised Shared Housing Staff
Provided case management services
Prepared reports and correspondence
o Participated in outreach activities to include radio,
tclcvision and print Incdia
Counseling Intern 1997-1998
North County Lifeline Vista, CA
Facilitated counseling groups for youth
0 Counseled individuals, families, and couples in a
multicultural environment
9
Taught parenting and communication skills
Responsible for clinical assessments, records
Produced contact reports for school and justice
Participated in in-service staff development
management and referrals
agencies
TEACHING EXPERIENCE 1965-1997
Teaching Assistant, Grade 4
Encinitas School District, Encinitas, CA
Created and organized programs for gifted students
Provided instructional and supportive services to
Implemented instructional programs for ESL
Assisted in the planning and organizing of special
and remedial reading instruction.
children with ADHD
students
events.
Substitute Teacher
Crystal Lake, Woodstock,
and Cary School Districts, Cary, Illinois
Substitute teacher for grades K-9 for three school
districts.
Elementary Teacher, Grade 2
Red Bridge Elementary School
Kansas City, Missouri
Elementary teacher for second grade in self-
Responsible for all areas of the curriculum
I3cmcntary Teacher, Grndc 2 and 2/3
Wilkshire Elementary School
Haslett, Michigan
Elementary teacher for grades 2 and 2/3
0 Team Teaching
Curriculum Development
0 Management of supply budget, conferencing and
contained classroom
student records
10
ITEM
2002-2003 CDBG/HOME Funding Application
ATTACHMENT C
Proposed Budget
LIFELINE HOUSING SERVICES
LIFELINE CARLSBAD OTHER
FUNDS CDBG FUNDS SOURCE
TOTAL
AMOUNT
Personnel
Housing Specialist @ $1,80O/month $1 8.200 $ 3.400 County Funds $21,600
Housing Supervisor @ 10% $ 3.200 County Funds $ 3,200
Clerical/Fiscal Support $ 2,500 $ 2,500 United Way $ 5,000
Taxes/Fringe Benefits @ 18% $ 2,980 $ 1,560 County Funds $ 5,364
Personnel Subtotal $27,842 $ 7,322 $35.164
Non-Personnel
Transportation Expenses @ $60/rnonfh
(client bus tickets 8. staff mileage]
$ 720 $ 720
f- Supplies/Forrns/Copies/Postage $ 1.800 $ 880 United Way $ 2,680
@ $223/month
Telephone/Facility Maintenance $ 1.440
@ 120/month
United Way $ 1,440
Insurance/Audit/Misc. $ 1.000 United Way $ 1,000
Indirect @ 10% $ 3.008 $ 1,092 $ 4.100
Non-Personnel Subtotal $ 7.248 $ 2,692 $ 9,940
TOTAL $35,090 $10,014 $45,104
All funds requested go toward the direct services of Carlsbad residents. There are no
administrative expenses charged to this project.
11
Fraternity House, Inc. Page 1
2002-2003 CDBG Application
CITY OF CARLSBAD
FUNDING PROPOSAL APPLICATION
r COMMUNITY DEVELOPMENT BLOCK GRANTlHOME PROGRAM
2002-2003
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 fifleen
(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
c Federal Tax ID Number: 33-0306861
PROPOSED PROGRAMlPROJECT
Title of ProgramlProject: "Meals with Care"
Location of ProgramlProject: Fraternitv House 20702 Elfin Forest Road
Contact Person: Mollv F. Henw Telephone No.: 17601 736-0292
Requested Funding Amount: $8,840
Brief Description of ProgramlProject (Describe the work to be performed, including
the activities to be undertaken or the services to be provided, the goals and objectives
of the programlproject, etc.):
Our "Meals with Care" program meets the specialized and changing nutritional
needs of men and women disabled by AIDS in our care. In the last 13 years,
Fraternity House, Inc. has provided housing, meals and 24-hour comprehensive
care to over 400 individuals suffering from AIDS. In our two homes, Fraternity
House and Michaelle House, we offer our residents three nutritious home-
cooked meals per day, 365 days per year. The cook at each home is r responsible for preparing and posting weekly menus, adhering to a budget
Fraternity House, Inc. Page 2
Carlsbad CDBG 2002-03
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 and specialized diet plans for those
with AIDS, as well as those battling additional chronic illnesses and treatment
based side-effects.
Fraternity House and Michaelle House each have 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. We need funding for the next fiscal year to enable us to retain the
cook at 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 additional chronic illnesses.
-
Our "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 to medical
appointments, access to social services, 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 mortality rates of men and women
disabled by AIDS decrease dramatically.
The goal of the "Meals with Care" program is to meet the nutritional requirements
of individuals in our care. The program is integral to our high quality living
environment, enabling each resident to improve his or her health and achieve
optimum quality of life.
Objective I: Consult a nutritionist or dietician at least once per month regarding
overall nutrition and the special dietary needs of residents from July 1, 2002 to
June 30,2003. c
Carlsbad CDBG 2002-031 Fraternity House, Inc. Page 3
Objective 2: Provide at least 19,700 nutritionally balanced home-cooked meals
to approximately 30-40 low-income men and women disabled by AIDS by June
30, 2003. We estimate that two residents of Carlsbad (approximately 7% of our
overall clients) will utilize our smuring the fiscal year.
Objective 3: Secure at least $8,840 in matching funding for our "Meals with Y'
Care" program by June 30,2003.
Fraternity House, Inc.'s "Meals With Care" program meets National Objective #1
by directly benefiting low income persons: 94% 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 111 in the entire County: our
services are unduplicated for the citizens of Carlsbad.
1. ORGANIZATIONAL ABlLlTYlCAPAClTY
c
A. This agency is:
X - Non-profit - For-profit - Local public agency - State public agency - Other (Please specify.)
B. What is the purposelmission 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 residents 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 111 (RCF-CI) with AIDS in Son Diego
County: Fraternity House and Michaelle House. In the last 13 years, we have
served over 400 individuals disabled by AIDS. Fraternity House, Inc. has been r recognized by local and county agencies as a leader in AIDS care, and for
developing the most comprehensive care program in all of Son Diego to
Fraternity House, Inc. Page 4
Carlsbad CDBG 2002-03
respond to the ever changing challenges of AIDS. We received the 1997 r "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 programlproject?
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 Ill in the
State, enabling us to admit non-ambulatory and bed-bound men and women
with AIDS. In order to meet RCF-CI 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 cook's 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.
E. Please submit an organizational chart for the agency as Attachment A.
An organizational chart for Fraternity House, Inc. is attached.
F. Please describe the agency's existing staff positions directly responsible for
the proposed programlproject and their qualifications and experience in
implementing such a programlproject. (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 r organizations, including working with the HIV positive inmate population at the
Fraternity House, Inc. Page 5
Carlsbad CDBG 2002-03
California Institution for Women, familiarity with Community Care Licensing
procedures, and experience with special-needs housing. Molly has a Bachelor's 1
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 eight years. Frank Wilcox holds a Bachelor's 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. Proof of their ability lies in the fact that
both of our homes pass the yearly licensing inspections with flying colors. June
and Frank are each supported by an Assistant House Manager.
Cooks: The job description for our cooks is attached. Each cook has several 3
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 2-
specific nutritional requirements of each of our residents.
c
G. Please indicate your agency's level of experience with t.he CDBGlHOME
program.
CDBGlHOME program: - No or little experience, up to one year of using CDBGlHOME funds.
- Some experience, 2 to 3 years of using CDBGlHOME funds.
- 2 Moderate experience, 4 to 5 years of using CDBGlHOME funds.
Considerable experience, more than 5 years of using CDBG 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?
- 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 1999. The kitchen and
dining room expansion at Michaelle House was completed, including a
wheelchair accessible kitchen sink, and the City of Vista subsequently provided c funding to us.
Fraternity House, Inc. Page 6
Carlsbad CDBG 2002-03
II. FINANCIAL CAPACITY/STABILITY r A. Please submit the proposed budget for the programlproject, itemizing
revenues and expenses, to this application as Attachment C. Indicate how
the requested CDBGlHOME funds would relate to the overall proposed
budget.
The budget for the "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 "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
1999-00. The audit for fiscal year 2000-01 is currently being completed, and will
be forwarded to you as soon as possible.
f-
B. Did you receive any CDBGlHOME funds from the City of Carlsbad within the
last two years (2000-2001 and 2001 -2002) for the proposed programlproject?
Sources of Fundinq No Yes
CDBG X
Community Activities (General Funds) X
If yes, please indicate amount and status of previously awarded funds (fully
expended, funds remaining, programlproject discontinued).
Amount Received Status
FY 01 -02 $5,000 $2,724 Expended*
CDBGlHOME funds FY 00-01 $5,500 Fully Expended
*The remainder will be expended by 6/02
Community Activities NA
C. Did you receive any federal funds, including CDBGlHOME funding from other
cities, last year (July, 2001 -June, 2002)?
- No x Yes (Please list funds below.)
Proaram Source
Encinitas CDBG $9,900
Oceanside CDBG $1 2,090
HOPWA (County H.C.D.) $252,000 q$i!iv,'
D. Will additional CDBGlHOME funds be required in future years for the project?
I Amount Received
- No x Yes c
Fraternity House, Inc. Page 7
Carlsbad CDBG 2002-03
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 $707,000; individual donations and grants from private foundations
comprise 29% of our income. Two stable sources of on-going funding are:
Housing Opportunities for People with AIDS (HOPWA), supporting our overall
program with $252,000 this fiscal year, and the State of California contributing
more than $66,000.
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 and skilled
nursing facilities in San Diego County far exceeds our cost for providing care.
Fraternity House, Inc. provides care for less than $100 per day, and continues to
strive to provide the highest quality of care in the most cost effective manner.
111. BENEFITS 8 BENEFICIARIES
A. How accessible or convenient is the proposed programlproject 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 AIDS care available to the residents of Carlsbad.
Fraternity House is located in Elfin Forest, only three miles from Carlsbad city
limits. We provide rehabilitative services including transportation to medical
appointments, outings, and resident shopping trips. We own a wheelchair
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. r
Fraternity House, Inc. Page 8
Carlsbad CDBG 2002-03
B. What is the approximate percentage of your clients that have annual family
Please see the 1999-2000 Income Limits for the CDBGlHOME Program,)
88% 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 6% 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
If- incomes in each of the following ranges: (Percentages should add to 100%;
IC
c. Please describe how low and moderate income persons will benefit from the
proposed programlproject. 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 "Meals With Care " Program will directly benefit very low income persons
from the City of Carlsbad and Son Diego County. In the last 13 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 them regardless of
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. In sum, we are the only licensed provider of the
full range of AIDS care in Son Diego County.
The recent Son 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 111 (RCF-CI) 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 Son Diego County's only
Residential Care Facilities for men and women chronically ill with AIDS, our
services are unduplicated for the citizens of Carlsbad.
c
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 r Epidemiology Report produced by the Son Diego County of Health and Human
Services, there were 119 reported AIDS cases in Carlsbad. To date, we have
Fraternity House, Inc. Page 9
Carlsbad CDBG 2002-03
cared for 27 residents of Carlsbad who represent 23% of the men and women r from Carlsbad diagnosed with AIDS. HIV infection is not currently reportable in
California, and it is estimated that hundreds more in Carlsbad 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, loving care, nutritious meals, individualized health and diet plans,
and consistent access to healthcare. 31% of the residents who left our homes
were able to return to independent living.
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 aspects of the services we provide.
Fraternity House, Inc. is in need of matching funding for our "Expanded Meals
With Care Program," to help pay for our cook's salary at Fraternity House, our
home closest to the City of Carlsbad. Both Fraternity House and Michaelle
housing and care, as well as the increasing costs of providing quality nutritional
f- \ House are filled to capacity, and we are facing the growing demand for AIDS
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 fulfill our
mission: our residents have little chance of regaining their health and
independence without the nutritious meals we provide. r
Fraternity House, Inc. Page 10
Carlsbad CDBG 2002-03
Taraet Population/Area to be Served:
Fraternity House, located in Elfin Forest, 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
$847. We served 32 unduplicated residents in the last fiscal year; we expect to
serve between 30-40 this year. 9% of our current residents are from the City of
Carlsbad. 87% of our residents are male, 13% are female, 37% came to us from
a hospital or medical facility, 33% were homeless, and 15% came from facilities
such as psychiatric or drug treatment programs. 22% of our residents are African
American, 13% are Hispanic and 3% are Native American. All of our residents
are physically or mentally disabled by AIDS, and 37% 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 and/or mentally disabled by AIDS.
r
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 30-40 Persons of which aDDroximatelv 7% are
Carlsbad residents.
E. Does your agency focus its activities on populations with special needs?
- 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.)
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. In addition, we have also served dozens of
veterans, as well as elderly persons with AIDS.
Fraternity House, Inc. Page 11
Carlsbad CDBG 2002-03
IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehabilitation, property acquisition, other construction related or new publiclcommunity
service prograrnlproject as Attachment D.
r
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.
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,
fiptdi f/ iq &>ec #w /2,2r,
Title Date
Date Received:
r Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination:
c
ATTACHMENT A
Fraternity House, Inc.
Organizational Chart
December, 2001 c
c
Community Comnunity
Chair P. Anderson
Bd. of Directors
Committees Committees
Exec. Director
Molly Henry
Community Comnunity
M.H. Mgr
Frank Wilcox
F.H. Manager F.H. Reb. Mgr. Devpmnt. Dir. M.H. Reb. Mgr.
June Morgan Jessica Smith Lisa Lipsey April LaPointe
Asst. Mgr. Transport. Mgr.
vacant
Wing Super.
CNAs
Eva Barbosa
Kat Aguirre
Amy Hwks
Wil lsidore
Marie Leon
April Oakes
Theresa Thomas'
Michell Souice
Judith Zanzucchi
Asst. Mgr.
vacant
S. Bynum-Garcia
Chyrl Hankins
Barbara Patterson
Kimberly Jones
Claudia Villalobs
ATTACHMENT R(1)
June, 1999 -
Present
June, 1993 -
May, 1999
October, 1991 -
May, 1993
August, 1990 -
September, 1990
June, 1988 -
May, 1989
September, 1987
March, 1988
May, 1991
I .august, 1988
Employment History
Employer: Fraternity House, Inc. Escondido, CA
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.
Employer: YWCA of the Harbor Area San Pedro, CA
Position: Assistant Executive Director (promoted from Program Director)
Responsibilities: Develop, implement, and monitor programs such as teen
pregnancy prevention and breast & cervical cancer educationlscreening;
hire, supervise, and evaluate employees; grant writing; public relations.
Employer: Friends Outside National Organization San Bernardino, CA
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.
Employer: Domestic Violence ProjecUSAFE House Ann Arbor, MI
Position: Counselor/Advocate (temporary basis)
Responsibilities: 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.
Employer: Planned Parenthood of Mid-Michigan Ann Arbor, MI
Position: Fundraising AssistantlAccounts Payable Assistant
Responsibilities: 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.
Employer: People's Campaign for Choice Ann Arbor, MI
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
Master of Social Work in Community Organization
The University of Michigan Ann Arbor, MI
Practicum Placements:
- Ann ArborlWashtenaw Chapter of the National Organization for Women
- Domestic Violence ProjectlSAFE House (Ann Arbor, MI)
- National Abortion Rights Action League (Washington, DC)
Bachelor of Arts in Communication
I The University of Michigan Ann Arbor, MI
ATTACHMENT B(2)
RATERNITY Fraternity House Michaelle House 20702 Elfin Forest Road 687 Riviera Court
Escondido. CA 92029 Vista, CA 92083
760-736-0292 Fax 760-736-0293 760-758-9165 Fax760-758.8371 OUSE, INC. r 1
JOB ANNOUNCEMENT (3/01)
Job Title: Cook
Reports To: House Manager; in House Manager’s absence reports to Assistant House
Manager
Major Job Duties: Prepare three nutritious meals per day, Monday through Friday.
Serve breakfast and’ lunch on weekdays, and leave serving instructions for dinner.
Prepare weekly menus, guiding caregiverslvolunteers in meal preparationlserving on
the weekends. Maintain easily accessible snack supplies for residents at all times.
Consult with a nutritionist/dietician regarding special dietary needslrestrictions. Conduct
weekly shopping trips, strictly adhering to a budget. Maintain a clean and safe
environment in the kitchen, dining area, and food storage areas, including appliances.
Promptly communicate important information regarding resident‘s health and safety to
appropriate staff members. Prioritize duties, placing resident‘s needs first. Adhere to
organizational policies and procedures, and licensing regulations.
Other Responsibilities: Uphold the mission of Fraternity House, Inc.: “To provide
warm and caring homes where men and women disabled by HIWAIDS can receive
comprehensive care and services in order to rebuild their health and return to r independent living, or where they can spend their last days in comfort and dignity.”
Provide a loving, non-judgmental, and patient atmosphere for the residents in our care.
Maintain composure in crisis situations, and contact supervisor at appropriate times.
Interface politely and efficiently with outside agencies and volunteers. Treat residents,
family members, volunteers and co-workers with dignity and respect. Attend regular
meetings with co-workers to discuss issues and find team solutions. Attend
conferences and workshops as appropriate. Other duties as assigned.
Qualifications: Experience with food preparation for 15-20 individuals is preferred.
Food handler’s certification andlor CPR/first aide is helpful, as is knowledge of
HIWAIDS. Completion of a physical exam, TB test, and criminal record check prior to
employment, and 16 hours of paid training within the first four months of employment is
required. The ability to work comfortably with people regardless of sexual orientation,
religious, cultural, racial, ethnic or economic background is absolutely necessary.
Hours & Salary: This is a full-time position, generally Monday through Friday from
7:OO AM to 3:30 PM. Wage is $7.50 to $8.50 per hour, depending on experience and
qualifications. Full-time employees are eligible for employer-paid benefits, including
health, dental, one week of vacation, and six sick days. All employees receive time and
a half for working on eight designated holidays.
To Apply: Submit resume or job application to one of the addresses above, or f- contact House Managers June Morgan or Frank Wilcox.
Fraternity House, Inc. is a non-profit, WEE0 employer
Caring Homes for men and women with AIDS
ATTACHMENT C
Meals with Care Budget
2002-2003
Expense Reauest Other Source Total
PERSONNEL
Full-time Cooks (2 @$8.50/hour) $8,840 $26,520 $35,360
Benefits @ 22% of salaries """"" $ 7,780 $ 7,780
Subtotal $43,140
OPERATING
Groceries (@ $3,60O/month) """"" $43,200 $43,200
Indirect Costs (1 5% of budget) """"" $1 2,950 $1 2,950
(includes operating insurance, utilities, etc.) Subtotal $56,150
TOTAL $8,840 $90,450 $99,290
-
The following Information must be completed by each person/agency/organkation Interested In
being considered for CDBG/HOME fundlng. All information requested !yj& be. provided or the
application will be considered incomplete and will not be further evaluated for funding
consideration. Please type or print clearly. Attach addMona1 sheets or information as necessary. The application must not exceed a total of fifteen (15) pages. including the requlred
attachments as listed In the Checklist of Required Documents. Ten copies of the completed
application package, including attachments. must be submltted prior to December 20th to
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B,
Carisbad, CA 92008.
. ADMlNlSTRATlNG AGENCY
Name of Agency: Casa de Amuaro, Inc.
Address: PO’ Box 410 San Luis Rey. CA 92068-0410
Federal Ta. ID Number 953315571
PROPOSED PIIOGRANI/PROJECT
Title of ProgramProjeck Crisis Center Food Program r’ LocdonofProgmm/Roj& 4070 Mission Avenue, Oceanside. CA
Contad penon: Dara Cerwonka T&phone No.: 1760 1754-5500 x18
Requested Funding Amount: $ 10~000
Briel Description d Program/Project (Describe the work to be performed, including the activttles to be undertaken or
program/project, etc.):
See Attached
(“
A. Brief Description of Program I Project
Casa de Amparo, Inc. is a non-pro& organization that provides treatment and prevention
services to abused, neglected and abandoned children and their fhmilies in North County. Casa
de Amparo is seeking $10,000 of thi Carlsbad 2002 CDBG budget to support the food expenses
incurred in the daily operations of the Casa de Amparo Emetgency Crisis Shelter.
This organization operates several programs in pursuit of its mission. The two programs that
serve Carlsbad children include the following:
1. North County Assessment Center - the only program of its kind in North County, this
program provides a site for abused children to be taken to directly from their homes by
County social workers and law enforcement. At this site children are assessed for their
immdite medical, psychological and placement needs. This program provides an
altmtive to the child beiig transported to the county facility, more than an hour away, only
to be returned to Noah County for placement. This program represents a collaboration
among several human services agencies, Palomar Children’s Hospital apd the Cs
2. snter - An emergency shelter program, located in Oceanside, provides temporary
nt of Health and H”
placement to San Diego children who are removed hm theifGis because of imminent
danger. During their stay, children aged 2 days to seventeen years receive safe shelter, food,
recreational hpy, medical care, e&GGna~ servicei, traditional therapy services and case
management. The program is both therapeutic and preventive. In addition to healing their
later in life.
f- emotional scars today, these services help children avoid become abusers themselves
The Casa de Amparo Crisis Center expenses during 2000-2001 were in excess of $1.7 million.
With that money 132 children were provided with 8583 nights of shelter. The same children
were provided with 3432 hours of skill development, support, and recreation therapy groups.
More than 4235 hours of thexapy were provided to help them heal @om the trauma they
experienced. These children received 9725 hours of medical care and 1 150 hours of psychiatric
care. Casa de Amparo expensed more than $75,000 for food during the same period.
The food program at Casa de Amparo ensures three healthy meals per day and three nutritious
snacks for every child, every day of the year. The consistency in which this nourishment is provided is something the children do not take for granted. Several times in the history of Casa
de Amparo, hidden food was found in the sleeping quarters of the children. When questioned,
these children all told stories of starvation as forms of punishment intlicted upon them by
guardians or parents.
The Casa de Ampam food program is designed to alleviate these concerns as quickly as possible.
The goal is to do more than just nourish their bodies; it is to nurture and build their spirits as
well. After having their basic needs met, the children can relax and be receptive to other services
provided, such as on-site schooling, therapy, medical treatment, recreation, sports and exercise,
etc. W& that as the goal, the. objective is: c
r nutritious meals and three snacks each day for the duration of the child's stay at Casa de
to increase the healthful eating of each child living in the Crisis Center by providing three
Amparo.
The objective is measured by counting meals and snacks served. This information is regularly
reported to funders currently.
The food program will cost $91,696 next year. Of this only $25,500 is subsidized by the Federal
School Lunch Program, The balance must be made up by contributions fhm the various cities in
which these children lived and to which they will likely return, and fiom private donations fiom
foundations and individuals. Casa de Amparo will seek Community Development Block Grant
funds fiom carlsbad, El Cajon, Encinitas, Vi and Oceanside. Casa de Amparo is seeking
$10,000 hm the Carlsbad Community Development Block Grant program.
Clfy of Ccrrkbad
2001 -2002 CDBGIHOME Funding Appllcatlon Page 2
1. ORGANIZATIONAL ABILITYKAPACIPI
A This agency is: a Non-proflt
0 Local public agency
0 Other (Please specify.)
0 For-proflt
0 State public agency
B. What is the purpose/mlssion of the agency? The mission of Casa de Amparo is to provide safe shelter and a continuum of
prevention and treatment services to abused, abandoned and neglected infants
and children and their fami1ies.h San Diego.
C. How long has this agency been in operoilon? Please include the date of
Casa de Amparo was incorporated in January 1979 and has been in operation
continuously since then.
D. How long has this agency been providlng the proposed program/project?
Casa de Amparo has provided the food program to residents of the Crisis Center
since it began in January 1979.
Incorporatlon?
E. Please submit an organizational chart for the agency as Attachment A
F. Please describe the agency's existing staff podlions directly responsible for the
proposed program/project and their quallflcotlons and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment B but not In lieu of a complete response.)
Casa de Amparo employs Sharon Delphenich, a licensed clinical social worker
as the Executive Director. She is responsible for all agency operations. She
worker. Ms. Haugh is responsible for the daily operations of the shelter program.
is assisted by Lori Haugh, Associate Director, also a licensed clinical social
G. Please lndlcate your agency's level of experience with the CDBG/HOME
program.
CDBGlHOME. 0 No or lMe 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.
lgI Considerable experience, more than 5 years of uslng CDBG/HOME funds.
c
Cify of Carisbad
2001 -2002 CDBGIHOME Funding isippilcatlon Page 3
r, H. If you have received federal funds, including CDBG/HOtvIE funds, in previous
years, have program violation findings ever been made against your
agency/organ!zation?
a No 0 Yes
If yes, please explain nature of flndlng(s) and how flnding(s) has been addressed
by your organization.
r
Ii. FINANCIAL CAPACIW/STABIUTY
A Please submit the proposed budget for the program/project, itemidng 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 fundlng from the Cliy of Carisbad
wRhin the last two years (2ow-2001 and 2W1-2W2) for the proposed
program/projeci?
aEQm%ax CDBG
Community AcMes (General Fund monies)
if yes, please indicate amount and status of previously awarded funds (fully
expended, funds remainlng, program/project dlsrontinued).
mount Receiw stahas
CDBGlHOME funds $5,000 spending according to contract
8. Did you receive any federal funds, including CDBG/HOME funding from other
cffles. last year (July 2001 - June 2W2)?
No Yes (Piease list funds below.)
.emm&ua mount Recelvd
Vista CDBG $ 5,450
Oceanside CDBG $ 7,500
$
C. Wlii additlonal CDBG/HOME funds be required in future years for the project'?
n NO El Yes
City of Ccrrbbad
2001 -2002 CDBG/HOME Funding Application Page 4 c. 111. 5ENEFITS B BENEFlClAXlES
A. How accessible or convenient is the proposed program/project to Carisbod
residents? (Please be speciflc such as direct services to client's home,
transportation provided to and from facility, or relation to public transportation.)
Abused children are brought to the Casa de Amparo Crisis Center directly
from their homes by law enforcement personnel and county social workers.
The organization's services are easily accessible to Carlsbad residents.
i
L
6. What is the approximate percentage of your clients that have annual family
incomes in each of the following ranges: (Percentages should add to 100%;
P se see the 2002-2003 income Umits for the CDBG/HOME Program)
.J"
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
well as the population to be served or the area to be benefited. (See relation to Consolidated Plan housing and community development priorities, as
Consolidated Pian priorities)
By supporting the food program at Casa de AMparo, Carlsbad will be meeting
its local objective of providing "assistance to non-profit public service
providers who meet the basic needs of lower income Carlsbad residents...Basic
needs...food, shelter, clothing ..." The national objective of providing
direct benefit to low and moderat-income persons is addressed regularly at
Casa de Amparo. All of the children served by Casa are themselves within
addition the majority of these children's parents are living in poverty
the "very low" income limits as a family of one with no income. In
as well and would qualify as "low income".
D. Please indicate the number of clients, by households or IndMduais, benefiting 7
from the proposed activity and the percentage that are Carisbad residents.
Households or 146 Persons of which 2% are Carlsbod residents
E. Does your agency focus its actlvmes on populations with special needs?
0 No $I Yes (Please specify)
Please speclfy which special needs popuiaiions. (Homeless Individuals/familles,
Persons with disobiiities, Persons with substance abuse problems. Veterans, Farm
'
., workers & day laborers, Elderly, Children. etc.)
Casa de Amparo serves abused, abandoned and neglected-childre
from San Diego county.
' City of Carlsbad
2001 -2002 CDEWHOME Funding Appllcdlon
Page 5
IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction,
rehabllitation. property acquisition, other construction related or new publlc/community service
funds awarded within the program year. I, the undersigned, do hereby attest that the above
program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME
information is true and correct to the best of my knowledge.
fi Q Director of Development 12/17/01
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Deterrninatlon:
Attachment A
_jj
,-
P
-
Sharon Delphenich
2051 Shadow Grove Way
Encinitas, CA 92024
(619) 7534112
Objecfive
Education
License
Personal
Skills
Experienca
r
A position requiring management, organization and interpersonal skills in
the social service, public administration, mental health or academic fields,
Master of Science in Social Work
San Diego State University, San Diego, California
Bachelor of Arts in Social Welfare
San Diego State University, San Diego, California
Licensed Clinical Social Worker, W57
Stmng organizational ability. dear and articulate verbal and written
communication skills, coddent public speaker, attention to detail and
awareness of the larger political and social perspective.
Diractor (March 1987 -June 1996)
YMCA Oz San Diego, San Diego, California
Management of a 10 bed wed group home for adolescents, induding
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, participation
in 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
qervice providers with a common interest in adolescents. Coordinated all
aspects of annual fundraising events, including an international jazz
festival.
Attachment B-1
, -, .. ,.
-.
Director (August 1976 - JUG 1983)
YMCA Oz North Coast, Carisbad, California
Management of a 6 bed coed 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)
Endnitas, California
Positive Parenting Instructor (March 1978 -November 1981)
Encinitas, California
Counselor (September 1975 -July 1976)
YMCA Oz North Coast, Carisbad, California
Assisted in the initial set-up of a new program, induding the securement
of space, hiring of staff, community relations, design of paperwork and
record keeping systems. Responsible for recruitment and supervision of
dinical interns, coordination of volunteer staff, provision of pubric
education and counseling and casework senn'ces to adolescent clients
and their families.
CounselorPR Coordinator (January 1975 - September 1975)
Crisis House, Incorporated, El Cajon, Callfornia
Provided counseling and casework to families, youth and individuals.
Prepared media releases and developed community relations.
r
References available upon request
Attachment B-1 (page 2)
LOR! HAUGH, E.C.S.W.
888 Cadencia Glen m Escondido, CA.92026 (760) 746-6683
OBJECTWE Administrative position utilizing my clinical and organizational skills
hJCATION: San Diego State University, M.S.W. - 1988
University of California at Santa Barbara, B.A. - Sociology, 1981
CREDENTIALS: Licensed Clinical Social Worker - 1990
ADMINISTRATIVE EXPERIENCE:
Children's HosDitat. Position located in Oceanside. CA. 1999-2000
Team Leaded Clinical Lead
Responsibilities include clinical and administrative supervision of nurses, Social Work
interns and para-professional staff who provide home visiting services to overburdened families.
+ Promoted by management to be "Clinical Lead" for all Family Support sites. + Developed and instituted Continuous Quality Improvement protocol. + Sole creator of forms/ policy and procedure development. + Developed collaborative partnerships in North county region.
r
Children's Hospital. Position located at Camp Pendleton. Oceanside, CA. 1997-1999
Project Director
. Responsibilities include clinical and administrative oversight of Marine New Parent
Support Program to include supervision of nurses and Social Workers; chairperson for
Case Review Committee that makes recommendations regarding child abuse and
domestic violence cases.
+ Improved timeliness of contact with new referrals + Improved assignment of high-risk families to home visitors. + Developed briefs for presentation to visiting dignitaries
Praised by management for assignment of "prevention" cases. This has never been
done since the program's inception in 1989.
c
Attachment B-2
New Haven. Vista, CA., Non-profit group'homes, 1994 - 1997.
Director of Program Services
Promoted within 10 months of hire to upgrade residential program. Responsibilities included supervision of all clinical and residential aspects of program to include
management of approximately 100 employees. Responsibilities also included program
development, staff training and fiscal management of program.
+ Liaison with Community Care Licensing to include responsibility for compliance with
+ Improved quality of managerial staff through active recruitment and hiring. + Improved accountability of staff by implementing Employee Development Plans.
Director of Clinical Sewicss
Hired to upgrade clinical program for 80-bed residential facility serving adolescent
males. Responsibilities included supervision of all clinical aspects of program, from childcare workers to licensed and un-licensed professional staff. Responsibilities also
included program development, staff training and liaison with outside agencies.
+ Developed new Policies and Procedures pertaining to clinical issues.
r"
Title XXII Regulations.
.
Chaired committee for development and implementation of new Behavioral
Intervention Plan.
format.
Social Work.
f- + Improved quality of treatment plan documentation by creating new, multidisciplinary
+ Initiated M.S.W. student internship program in collaboration with S.D.S.U School of
CLINICAL EXPERIENCE:
Children's Hospital. Position located at Camo Pendleton. Oceanside. CA. 1997-1998, - 2000
Home Visitor
Work with the New Parent Support Program to provide in-home services for young
military families, possibly at risk for child abuse or domestic violence. Provide
assessment and referral services as well as teaching parenting classes, providing case
management, and providing families with emotional support.
+ Provided clinical supervision to other team members. + Served as "Acting" Project Director during Project Director absence.
Attachment B-2 (page 2)
ESI. Inc. Position located at Camp Pendleton. Oceanside, CA. 1996.
Family Advocacy Specialist! Case Manager
Responsible for assessment of appropriate psychosocial needs for cases involving
military personnel. Referral to appropriate services such as individual, group and
family treatment; financial and legal counseling; and programs to address domestic
violence for both victims and perpetrators.
(-
t Prepare case presentations for the Case Review Committee, which indudes
t Ongoing training in the application of the Duluth Model in dealing with domestic
t Liaison with Victim AdvocatedPrevention and Education Specialists in dealing with
medical, legal, law enforcement, CPS & military command personnel.
assault.
domestic assault.
Oak Grove Institute, Murrieta, CA, Non-protit, psychiatric residential treatment center,
1991-1994.
Intake Coordinator
Promoted by management due to proven managerial skill, demonstrated clinical expertise and knowledge of referral sources. Reorganized and streamlined the intake
department.
t Successfullv achieved full census (76 beds) within 30 daw of acceDtina Dosition.
t Improved working relationship with local school district personnel/ San Diego
r
County Mental Health resulting in smoother placement procedures.
Case ManagerlPsychotherapist
Responsible for providing direct treatment and case management for 12-15 severely
emotionally disturbed adolescents. Clinical supervision of residential staff and M.S.W.
interns; Program Planning and Development; monitoring facility critical incident reports
in compliance with state licensing regulations; developing and monitoring quality
improvement indicators.
t Developed I supervised training program for M.S.W. interns from local universities.
t Appointed Acting Clinical Coordinator.
t Desianated as EmDlovee of the Month for outstandina service.
t Selected to provide inservice training/ orientation on clinical issues.
Attachment B-2 (page 3)
r Attachment C
The Budget for the Food program includes the amount of dollars spent on food items, related
goods and services.
Ekpensea
Food Service $58,596
Food Supplies $18,000
Household Supplies $ 3,000
Janitorial $ 300
Cook Salary I Taxes $11.800
TOTAL $91,696
r
Income
Federal School Lunch Program $25,500
hunt Requested from Carlsbad $10,000
Amount Requested from other cities $41,666
Unsubsidd $14.530
Total Expected Income $91,696
Casa de Amparo’s annual agency budget is $3,765,651. The CDBG funds account for a very
small portion.
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2002-2003
The following information must be completed by each person/agency/organizatian Interested in
applicotion will be considered incomplete and will not be further evaluated for funding being considered for CDBG/HOME funding. All Information requested must be provided or the
The application must not exceed a total of fifteen (15) pages, including the required consideration. Please type or print clearly. Attach additional sheets or information as necessary.
attachments as listed in the Checklist of Required Documents. Ten copies of the completed application package, including attachments, must be submitted prior to December 20th to
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite. 8. Carlsbad, CA 92008.
ADMINISTRATING AGENCY Name of Agency: Women's Resource Center
Address
Federal Tax ID Number:
1963 Apple Street
95-2932237 -
PROPOSED PROGRAM/PROJECT Alternative to Abuse Title of Program/Project:
Location of Program/Project:
Contact Person: MarVa Bledsoe . Telephone No.: f 760 ) 757-3500
Confidential
Requested Funding Amount: $ 12 , 0 0 0
to be undertaken or the services to be provlded, the goals and objectives of the Brief Description of Progrom/Project (Describe the work to be performed, including the activities
prograrnlproject, 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
Center has 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-seven 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 domestic violence response
team to provide on-site support to local law enforcement and immediate intervention for victims;
a full service drop-in center; a court-approved Family Violence Intervention Program for abusers;
continued next page
-
,- Continued:
the ZalvU . ..
ro!ect: e&&
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.
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 2001-02 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
California Department of Health and the City of Oceanside. This enables the Center to leverage these funds
for maximum benefit. For fiscal year 2002-2003, it is anticipated that City of Carlsbad Community
Development Block Grant (CDBG) will be leveraged at a rate of approximately 27 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 staffing for
security. Based on Women's Resource Center's project shelter occupancy, the total shelter budget cost is
approximately $35.24 per day per client served with the cost to the City of Carlsbad for Carlsbad residents
being $21.35 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.
- funds" for other sources of funding including gants through the County of San Diego, the State of
1 -A
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 2 .-
I. ORGANiZATiONAL ABiLITY/CAPACIN
A. This agency Is:
El Non-profit
0
0
Local public agency 0
For-profit
0
State public agency
Other (Please specify.)
B. What is the purposelmission 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?
Women's Resource Center has been in operation since 1974 and was incorporated in May
1975.
- D. 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. Piease 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 oroaram:
0
0 ' Some experience, 2 to 3 years of using CDBG/HOME funds.
No or little experience, up to 1 year of using CDBG/HOME funds.
W Considerable experience, more than 5 years of using CDBG/HOME funds.
0 Moderate experience, 4 to 5 years of using CDBG/HOME funds.
Continued
lrectly responslbleposed Dromam/Drolect .. and tllw ~
Ms. Bledsoe has been associated with Women's Resource Center for twenty-two years, assuming the role
of Executive Director in 1980.
Women's Resource Center has a total staff of 37 full and part-time persons for all program areas. Of this
number, eight 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 six 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 five house managers
who are responsible for the 24-hour supervision of the shelter facility and program, a case-worker who
provide case management services, a part-time counselor who provides counseling services to children in
residence with their mother 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 twenty years with three of the house managers having been with the agency over fifteen 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 counselors at Alternatives is master - degree level and one has been with the Center for four 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 147---and 3 1 of these
wonderful volunteers live in the City of Carlsbad!
2A
City of Carlsbad
2001 -2002 CDBG/HOME Funding Application
Page 3 I_
H. If you have received federal funds, including CDBG/HOME funds, In previous
years. have program violation findings ever been made against your ogencylorganization?
El No 0 Yes
if yes, please explain nature of finding(s) and how finding(s) has been addressed
by your organization.
II. FINANCIAL CAPACIlY/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
CDBGIHOME funds would relate to the overall proposed budget.
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
Amount Received Status
2000-01 7,500.00 fully exDended
Community Activities 2001-02 8,950.00 fully expended "
B. Did YOU receive any federal funds. Including CDBG/HOME funding from other
cities, last year (July 2001 -'June 2002)?
0 No !X Yes (Please list funds below.)
Proaram Source 'Amount Received
11,480.00 City of Oceanside s
$ s -
C. Wiii additional CDBG/HOME funds be required in future years for the project?
17 No !X Yes
CIW of Carlsbad
2001 -2002 CDBG/HOME Funding Application
Poge 4 I-
111. 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.)
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.
6. 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 2002-2003 Income Limits for the CDBG/HOME Program)
.A. % of clients are at 30 percent or below of the area median Income
.A% of clients are between 31 and 50 percent of the area median income
1 ? % 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. Please describe how low and moderate income persons will benefit from the
- proposed program/project. Include the need or problem to be addressed In
well as the population to be Served or the area to be benefited. (See
relation to Consolidated Pian housing and community development priorities, as
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 octivlty and the percentage that are Carlsbad residents. ..
Households or +ersons of which -% are Carlsbad residents y
E. Does your agency focus its activities on populations with special needs?
. NO 0 Yes (Please specify)
Please specify which special needs populations. (Homeless Individuals/families,
workers & day laborers, Elderly, Children, etc.)
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
The population served by Women's Resource Center is families threatened or victimized by
domestic violence. Shelter services focus on women and children w- in need of
safe, emergency housing. -"
..
_- Continued:
oposed pr-
ude the need or problem to be addressed in relation to Consoli-g and community
as well as the popuuon to be served or the
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 2002-2003 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; d, 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
the future. 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 illl h
of the local Community Development Objectives. Specifically,
1) 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 (Gemm& 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 (C3iLken and Aduk 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
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 pubiic/community service
progrom/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.
%%?&a +oe* Executive Director %7/U!
Signature Title Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
- Eligibility Determination:
v1 v1 w
v1
A
-
3
c 0
6 U I
APPLICATION FOR EMPLOYMENT
Women's Resource Center 3355 Mlssion Avenue, Suite 111 Oceanside, CA 92054
(619) 757-3500
9: 39
lhlr to- must be tllled out In a comple~an~eglhlemanner. We are an equal opPortunlN employer, dadlcated to a pollcy 01 no". iscrlr tlon In employment on any baslr lncludlng race, creed, color. age, sex, relidon, natlonal orlgln. marltal status or dlsablllty. AII mpld. nt at Woman's Resource Center Is employment at wlll.
-
PERSONAL INFORMATION I j,.i
AME: I J-nK LAST k? / 4m. TT! pcik2fh SSY: /fi-J - a fjl"J&l) FR T
RESENT AOORESS: NO. OM SlREEl m&/u,&ls ClN L I,;$: SlllE p? ZIP LCPHONTE: ((c . ILL) 75T-LcUS/ ..-
.RE YOU RELATED TO ANYONE IN OUR EMPLOY: 0 YES fl NO IF YES, GIVE NAME:
mEYOU REIATEO TO ANYONE ON OUR BOARD: YES MNO IF YES, GIVE NAME:
iRE YOU OR HAVE YOU EVER BEEN A VOLUNTEER FOR US: YE^
IREYOU A US. CITIZEN? YES IF NO, CITIZEN OF:
3Y WHOM,WERE YOU REFERRED: ~CM mmn ,,
4RE YOU EMPLOYE0 NOW? YF.9 $YES, MPIY WE CONTACT YOUR PRESENT EMPLOYER? YES 0 No
Bi 0 NO IF YES, GIVE DATES: 7 -
Y
HAVE you EVER APPLIED TO THIS AGENCY BEFORE? 0 YES No IFYES. WHEN: POSITION:
TRANSCRIPTS MAY BE REqUlRED PRIOR TO HIRING
- ' .€VEL I NAME AND LOCATlON OF SCHOOL I YEARS AlTENDED I DATE GRADUATED I SUBJECTS SNDIED
AREAS OF SPECIAL STUDY
TRADE. BUSINESS
OTHER I I I t I
FOR SECRETARIAL AND CLERICAL APPLICANTS I
OlCTATlON SPEED wpm TYPING SPEEO: wpm CAN You OPERATE A DICTAPHONE YES . NO
A CALCUIATOR YE^ NO ACOMPUTER: YES 0 NO WHAT COMPUTER PROGRAMS CAN YOU OPERATTE:
00 YOU HAVE ANY PHYSICAL CONDITION WHICH WOULD PREVENT YOU FROM CARRYING OUTTHE RESPONSIBILITIES OF THIS
POSITION? 0 YES &NO IF YES, DESCRIBE:
HAVE YOU EVER BEEN CONVICTED OF A MlSOEMfANOR OR FELONY? YES NO IF YES. FOR WHAT AN0 WHEN?
mtm3
- pur 5/3 /SI CONVlCllOH WlLL NOT NECESSARILY B N YO FROM EMKOYMENT
00 YOU HAVE A VALIO DRIVER'S LICENSE? @ YES III No STATE NO. C \Lim25/ o(p. DATE; 4 Jm p.7
DO YOU HAVE AN AUTOMOBILE? w' yu 0 NO
00 YOU HAVE CURRENT LIABILITY CAR INSURANCE COVERAGE? YES 0 NO COMPANY:
I
I
FORMER EMPLOYERS
USLEMeL"Rs5ECUiriIPuRm
IN WHAT FOREIGN LANGUAGES ARE YOU FLUENT? SPWk
when answer in^ the lali~wing quastbn. usid. ormnkatbns with n*m.*/gds/ch*rastG whish might lndiub the me.. smd, sobr, r.lkIq ..x, age. mdhl .tatus *I ru1bn.l ohln el m.mb.n.)
IN WHAT ACTIVITIES DO YOU PARTICIPATE (CIVIC, ATHLETIC, etc.)
EMENTS CONTAINED E FOR DISMISSAL Wl
FIRST INTERVIEW BY: DATE SCHEDULED FOR SECOND INTERVIEW: YES
REMARKS:
SECOND INTERVIEW BY; DATE: HIRED; 0 YES UNO SALARY;
REMARKS:
WILL REPORT: LmER SENT: -
ATTACHMENT B
PERSoNAt
Name;
Age : Marital Status:
197 6 L.L.B.
-
.-
1978 N/A
1980 - .PRESENT
Marva Bledsoe 56 Married (Ray Rhubottcm)
3 children, ages 28, 30 and 31 years
m.
Prelaw criminology
Real Estate License
and Lou
University of California Berkeley, CA
La Salle Extension University
Chicago, 11.
State of California Lkpt. of Real Estate
Serve as chief actrninistrative officer for non-profit hm care &oration &ich pruvicks counseling, supportive services and shelter to
families victimize&by dmestic violence and sexual assault. Responsible
for over-all achinistration of program, including annual budget of apnxhately $ 1,450,000, staff of 42 and volunteer contingency of almst
160.
1993-1994 CCEANSIDE CHXYEER OF CUBERG3 mide, CA
Served as part-time interim Exative Director for an eight mnth period ciuring td7ich tirne established accounting, business and office prccechves
for a 700 nmbe~ Chanker of Comoerce. Assisted with fund raising
activities and a-lrectly supervised a staff of six.
1978-1980 WCMEN'S RExmCE CEmm
Cceanside, CA
Served as battered WOMII'S shelter coordinator.
1978-1979 m1CN mTY Oceanside, CA
Realtor Associate specializing in secondary finance loans.
1976-1978 TIMES AWCCFLTE NEWSPAPER
SanMarcoS, CA
Senior Circulation Ahisor supervising San Maras distribution of Times
Advocate newspaper.
1973-1976 TLTppERys1RE
san Marax, a
Unit Manager for direct sales prcciuct and persomel management.
1968-1970 IXPARl" OF PUBLIC WELEARE san Bernardino colmty -
Cntario, CA
Made determination as to eligibility for public assistance and as to need ' ' for crisis intervention counseling services.
1967-1968 EF" OF PUBLIC ,WELFARE
San Diego County ,
Escondido, CA j
Performed initial intake service and eligibility determination for adtilt as the blind. aid, specialist for the EscondiQ disabled aid. Served
off ice.
1966-1967 mmm OF KlBLIc -
Salt Lake City, Utah
Served as an Aid to Families with Dependent Children services caseworker responsible for a 70 family caseload.
ATTACHMENT C
- CDBG PROJECT BUDGET
Organization: Ww's Resource Cater
Project Title: es to Abuse Batted Women'ser
* FICA, DI, SUI and Medical
DHS = State of California Department of Health Services
OCJP = State of California Office of Criminal Justice Planning
!'
WOMEN'S RESOURCE CENTER INCOME FY 2001-2002 REVISED 10/01
County of San Diego - Domestic Violence 228,904.00
County of San Diego - Response Team 140,000.00
Office of Criminal Justice Planning 139,749.00
Office of Criminal Justice Planning - DV 137,497.00
State of Calif .'bDept. Housing 66,330.00
City of Carlsbad 8,950.00
City of Oceanside
Department of Health Services
- HUD - Transitional Housing
Bravo Foundation
United Way Designations
Special Events
Donations
Project Income
WRC' Foundation
Family Violence Intervention
WRC Auxiliary
Tried and True Resale Shop
Miscellaneous
Carry Forward
11,480.00
189,000.00
148,370.00
'15,000.00
45,000.00
33,500.00
75,000.00
31,700.00
4,283.00
116,000.00
15,000.00
200,000.00
3,241.00
74,000.00
- TOTAL 1,683,004.00
WOMENS RESOURCE CENTER EXPENSES FY 2001-2002 REVISED 10/01
PERSONNEL : Salaries 1,036,134.00 Medical 78,694.00 Taxes
Consultant - SB 1246 1,644.00 Insurance Administration 3,500.00
FVIP 97,705.00
98,150.00. 3
PERSONNEL RELATED: Mileage/Furniture Pickup 12,000.00 Workers Comp Insurance 37,000.00 Data Processing 6,900.00 Clinical Supervisor 6,000.00
NON-PERSONNEL: Utilities Telephone
Answering Service Pager
Rent - Records. Storage
Rent - Tried & True/Storage Office Supplies Copier Maintenance/Supplies
Postage Office Equipment - Rent/Main General Printing
Advertising Newsletter
Sales Tax - Tried and True Shelter/Trans Alarms
DV Legal Services. Food/Client Supplies
Audit/Tax Preparation General Insurance Publications/Memberships Conf erenc'es Emergency Client Assistance Fundraising Facilities Maintenance Landscape Maintenance
Miscellaneous Janitorial Maintenance
24,000.00
30,000.00 '
2,000.00
17,000.00
1,400.00
22,000.00
54,800.00
5,000.00
6,000.00
4,300.00
3,400.00
6,500.00
14,000.00
4,000.00
900.00
11,495.00
10,000.00
6,000.00
18,500.00
5,000.00
12,000.00
6,000.00
18,000.00
7,900.00
2,100.00
4,500.00
8,482.00
. .. .
TOTAL 1,683,004.00
r
- CITY OF CARLSBAD
COMMUNIN DEVELOPMENT BLOCK GRANTIHOME PROGRAM
FUNDING PROPOSAL APPLICATION
2002-2003
The following information must be completed by each person/agency/organization interested in being
considered for CDBGiHOME funding. All information requested Et be provided or the application will be
clearly. Attach additional sheets or information as necessary. The application must not exceed a total of
considered incomplete and will not be further evaluated for funding consideration. Please type or print
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 20th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite
B, Carlsbad, CA 92008.
~~ ~
ADMINISTRATING AGENCY
Name of Agency: Catholic Charities, Diocese of San Dieao
Address: 349 Cedar Street, San Dieao. CA 92101
Federal Tax ID Number: 23-7334012
PROPOSED PROGRAMIPROJECT
Title of ProgramProject: La Posada de Guadalupe - Operations
Location of ProgramProject: 2472-78 Impala Drive, Carlsbad, CA 92008
Contact Person: Eddie Preciado Telephone No.: ( 760 )929-2322
Requested Funding Amount: $40,000.00
Brief Description of ProgramlProject (Describe the work to be performed, including the activities to be
,-
0 undertaken or the services to be provided, the goals and objectives of the programlproject, etc.):
CDBG funds are being requested to continue and expand actiies associated with the successful operation
of La Posada de Guadalupe Men’s Shelter in Carlsbad. Operated by Catholic Charities, Diocese of $an
Diego, in partnership with Caring Residents of Carlsbad, La Posada is a unique 50-bed shelter that targets
homeless male farm workers and day laborers. The men receive basic setvices including shelter, meals
and case management for up to 90 days in a safe, sanitary and sober environment. More than a place, La Posada is an environment devoted to improving the quality of life for its residents by encouraging and
enabling employment and acquiring permanent housing.
..
City of Carlsbad
2002-2003 CDBG/HOME Funding Application
Page 2
1. ORGANIZATIONAL ABlLlTYlCAPACrrY
A. This agency is:
(X) Non-profit For-profrt
0 Other (Please specify.)
Local public agency 0 State public agency
8. What is the purpose/mission of the agency?
Our mission is to witness on behalf of the values of mercy and justice, to enhance the
quality of life for all people, and to advocate for a just society. The agency calls 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?
Diocese. The agency was incorporated as 501(c)(3) in February 1974.
Since 1919, Catholic Charities has been the social service ministry of the Roman Catholic
D. How long has this agency been providing the proposed programlproject?
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
programlproject. (Resumes may also be submitted as Attachment B but not in lieu of a
program/project and their qualifications and experience in implementing such a
complete response.)
Department Director, Homeless Men's Services - Edgardo Preciado: Mr. Preciado oversees homeless men's shelters in San Diego and Imperial Counties. He
is directly responsible for all budgeting, program planning, development and evaluation.
Mr. Preciado has ten years experience working in shelter programs serving homeless men,
youth and migrants. He is bi-lingual/bi-cultural and has a keen appreciation of the needs
and character of the target population. He attended San Diego City College and has
received extensive training in shelter and case management.
Program Manager: Joaquin Blas
Mr. Blas is responsible for the day-today operation of the program and facility operations.
He is responsible for direct supervision of staff, volunteers and clients. He is directly
storage and preparation. Mr. Blas is bi-lingual/bi-cultural and has received specific shelter-
involved in overseeing client intake, case planning and referral, meal planning, food
related training including case management.
G. Please indicate your agency's level of experience with the CDBGiHOME program.
CDBG/HOME Droaram:
0
0 Some experience, 2 to 3 years of using CDBGMOME funds.
No or little experience, up to 1 year of using CDBGMOME funds.
0 Moderate experience, 4 to 5 years of using CDBGMOME funds.
(X) Considerable experience, more than 5 years of using CDBGIHOME funds.
1
,-
.-
City of Carlsbad
2002-2003 CDBGlHOME Funding Application
Page 3
H. If you have received federal funds, including CDBGMOME funds, in previous years, have
program violation findings ever been made against your agency/organization?
(X) No 0 Yes
organization.
If yes, please explain nature of finding(s) and how finding(s) has been addressed by your
II. FINANCIAL CAPACITY/STABILITY
A. Please submit the proposed budget for the programlproject, 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 funding from the Ci of Carlsbad within the
last two years (2000-2001 and 2001-2002) for the proposed programlproject?
Sources of Funding
Community Activiiies (General Fund monies) CDBG
(X)
funds remaining, program/project discontinued).
If yes, please indicate amount and status of previously awarded funds (fully expended,
Amount Received
Community Activities
Status
$ 8,000 2001/02 funds expended.
$30,000 1999/00 (capital) Project in process
CDBGMOME funds $ 6,500 2001/02 (capital) Project in process
$60,000 2000/01 (capital) Project in process
8. year (July 2001 -June 2002)?
Did you receive any federal funds, including CDBGMOME funding from other cities, last
0 No (X) Yes (Please list funds below.)
FEMA
Program Source Amount Received
$30,000
FESG $68,182
C. Will additional CDBGMOME funds be required in future yeas for the project?
0 No (X) Yes
Ill. BENEFITS 8 BENEFICIARIES
A. How accessible or convenient is the proposed programlprojedt to Carlsbad residents?
from facility, or relation to public transportation.)
(Please be specific such as direct services to client's home, transportation provided to and
Center, near El Camino Real, and less that 1 mile from a bus stop.
Project is located within the Cty of Carlsbad, near work projects, adjacent to the Safety
e
City of Carlsbad 2002-2003 CDBGlHOME Funding Application
Page 4
0
-
B. What is the approximate percentage of your clients that have annual family incomes in
2003 Income Limits for the CDBGMOME Program)
each of the following ranges: (Percentages should add to 100%: Please see the 2002-
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 benetit from the proposed
programlproject. 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)
La Posada provides a safe, sanitary and sober shelter environment for homeless men.
Though case management and support services, residents are encouraged and helped to
obtain employment, find permanent housing, and achieve social assimilation. The program
supports the transition of homeless men from unsafe camps, through the shelter and into
affordable rental housing.
The shelter meets the National Objective of providing beneM to low income people. 100%
of those who benefi from the shelter are either "very low" or "low" income as defined by
HUD guidelines. La Posada also meets two of Carlsbad's identified local Community
form of case management and referral to housing options and SOCIAL SERVICES in the
Development Objectives. The shelter provides AFFORDABLE HOUSING assistance in the
form of shelter, meals and health maintenance. In addition, the shelter provides case
management directed at employment.
D. Please indicate the number of clients, by households or individuals, benefiting from the
proposed activlty and the percentage that are Carlsbad residents.
Households or 400 Persons of which loo?$ are -bad residents. 7
7
&a
0%
E. Does your agency focus its activities on populations with special needs?
0 No (x) Yes (Please specify) Y
with disabilities, Persons with substance abuse problems, Veterans, Farm workers 8 day
Please specify which special needs populations. (Homeless individualdfamilies, Persons
laborers, Elderly, Children, etc.)
Homeless male farm workers and day laborers -
City of Carlsbad
2002-2003 CDBG/HOME Funding Application - Page 5
IV. IMPLEMENTATION OF ACTMTV
A. Please submit a schedule for implementation of the proposed construction, rehabilitation, and
property acquisition, other construction related or new publiclcommuntty service prograrnlproject 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. This program is a continuing public service project. Selvices are delivered daily
throughout the year. All Funds will be expensed within the program year.
Executive Director
Signature Title ' 'Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination:
,-
. ”
,-
r ATTACHMENT A
2002-2003 CDBG/HOME Funding Application
City nf Carlsbad
r-
ATTACHMENT B - RESUMES
PLEASE SEE PARAGRAPH 1-F
r City of Carlsbad 2002-2003 CDBGlHOME Funding Application
Page 10
I"
PERSONNEL:
,-
EXPENSES
SALARIES
DEPARTMENT DIRECTOR ( 50%)
CASE MANAGER ll(lOO%)
PROGRAM MANAGER (100%
CASE MANAGER I(6 (4 20 TO 60%)
(Ih.D/: FICA, SUI, WC)
SUBTOTAL
NON-PERSONNEL:
TRANSPOKTATlON (mileage at $.28hnile, gas)
MAINTENANCE (minor repairs, cleaning, pest)
UTILITIES (gav, electric, trash & water)
COMMUNICTIONS (telephone, fax, postage)
LICENSES, FEES (facilities, health, velucle)
SUPPLIES (office)
EQUIPMENT RENTALREPAR (laundry, copies, kitchen)
FOOD (meat, produce, staples)
NON -FOOD (foil, papa productc, etc.)
STORAGE
OTHER (printing, publication, staff development)
SUBTOTAL
INDIRECT(9.9.Y")
TOTAL EXPENSES
REVENUES
(;OVERWNT GRANTS:
ITSG
FEMA
(Tins A~]-'~,~CATION;I CDHG - CARLSRAD 17.5% OF TOTALKE\IElWCE
PRIVATE DONATIONS/JT;TJNDRAISING:
IN -KING CONTRIBUTION: CATHOLIC CHARITES
TOTAL REVENUE
$25,000.
24,000.
20,000.
$149,000.
8o:ooo.
23,840
$172,840.
3; 1,200. 1,500.
14,000.
2,400.
1,800.
1,200.
1.200.
2000. 200.
$34,900.
$20,774.
$228,514.
$75,000
$35,0(x!
i40,000 '.)
$60,000
$18,514
$228,514
~. ~... ..
". ~---
4
5 City of Carlshsd
2002-2003 CDBGmOME Funding Application ,-
ATTACHMENT D - SCHEDULED USE OF FUNDS
ALL GRANT FUNDS WILL BE USED FOR S€ELTER OPERATIONS DURING FISCAL YEAR
1,2002 THROUGH JLJNE 30,2003
r-
,-
? City of Carlsbad
2002-2003 CDBGfHOME Funding Application /"
ATTACHMENT E -ACQUISITION OF PROPERTY OR CONSTRUCTlON RELATED
PROJECTS:
NOT APPLICABLE
Clty of Carlsbad
2002-2003 CDBG/HOME Funding Application
Page 1
,"
COMMUNITY DEVELOPMENT BLOCK GRANTIHOME PROGRAM
CITY OF CARLSBAD
FUNDING PROPOSAL APPLICATION
2002-2003
The following information must be completed by each person/agency/organization interested in
being considered for CDBGIHOME funding. All information requested must be provided or the
application will be considered incomplete and will not be further evaluated for funding
The application must not exceed a total of fifteen (15) pages, including the required
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
attachments as listed in the Checklist of Required Documents. Ten copies of the completed
application package, including attachments, must be submitted prior to December 20th to
Frank 6oensch. Housing and Redevelopment Department, 2965 Roosevelt Street, Suite 6,
Carlsbad. CA 92008.
ADMINISTRATING AGENCY
Name of Agency: YMCA of San Dieqo County, dba YMCA Oz North Coast
Address: 21 5 Barnes Street, Oceanside, CA 92054
Federal Tax ID Number: 95-2039198
PROPOSED PROGRAM/PROJECT
Title of Program/Project: YMCA Oz North Coast Runaway & Homeless Youth Shelter Proiect
,-
Location of Program/Project: 215 Barnes Street, Oceanside, CA 92054
Contact Person: Kim Morqan, Director Telephone No.: f760) 721-8930 GW
Requested Funding Amount: $ 5,000
Brief Description of Prograrn/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.):
v
YMCA Oz North Coast's Runaway and Homeless Youth Shelter Project is a collaboration between Oz
North Coast and Vista Community Clinic (VCC).
Oz North Coast provides the following services: ?_s-60 days of shelter, food (three meals and two snacks
daily),- transportation, recreational , on-site schooling five days a week; individual, group
and family counseme youihdernbers durtng and after residency (eight weeks of
aftercare), as well as community and street outreach services.
. ..
- -~ ~-
2002-2003 CDBGIHOME Funding Application
City of Carlsbad
Page 2
,-
VCC's contribution through their "Project HACER (Healthy Adolescents Communicating and Educating
Responsibly) strengthens the preventative aspects of the program, providing educational sessions that
address many major health problems facing youth today. Topics such as teen pregnancy, birth control,
communication, sexually transmitted infections, HIVIAIDS, and relationships are routinely covered and J'
often lead to in-depth question-and-answer dialogues.
Goals:
The first goal of the project is to "r among low to moderate income
Carlsbad youth (12-17) and theirfamilies. The second goal is to impact at-risk behaviors among low to
moderate income youth (12-17) through comprehensive shelter and prevention / services.
These goals will be accomplished through the following services: IS /
1) Temporary shelter to 15 unduplicated, low to moderate income Carlsbad residents.
2) Three individual, two family and five group therapy sessions per week (during residency).
3) Eight weeks of aftercare services to 15 unduplicated Carlsbad youth and 60 family members,
including eight weeks of multifamily group therapy.
Oz North Coast.
4) Six health education sessions per month to moderate income youth residing at YMCA
,"
Obiectives: . 80% of vouth comDletinq the 14 day residential program will not engage in runaway behavior Or
further &away episodes, as measured atee and six month inteDLals,
resulting in the youth being rendered "homeless". 4wp
..
d) 80% of families participating in the aftercare services will not engage in throwaway behws
80% of youth will not engage in criminal activity, as measured at three and six month intervals.
90% of youth will increase their awareness of HIVIAIDS, leading to increased prevention
90% of youth receiving reproductive health information will increase their knowledge on
measures.
reproductive health issues and pregnancy pr".
/ I. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
PI Non-profit 0 For-profit
Local public agency 0
Other (Please specify.)
B. What is the purposehnission of the agency?
State public agency
To provide temporary shelter and intervention services to youth and their families in times
of crisis. The goal is toreunite and strengthen families through counseling and residential
milieu treatment.
C. How iong has this agency been in operation? Please include the date Of
incorporation?
YMCA of San Diego County -date of incorporation 1888
YMCA Oz North Coast -date of operation 1975
(Ward:\APPLlCAlION/ "-..:.-d. ,ll,>n/n,
2002-2003 CDBG/HOME Funding Application
City of Carlsbad
Page 3 -
D. How long has this agency been providing the proposed program/project?
YMCA Oz North Coast has been providing a Runaway & Homeless Youth Shelter Project w ars. The agency was located at 1212 Oak Avenue in Carlsbad from 1975-1993
n has operated out of its present location at 215 Barnes Street in Oceanside since
1993.
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 Oz program operates under a "therapeutic community" model. The residential
component is operated by full-time childcare staff (Residential Supervisors), who are
responsible for 24-hour supervision of the youth, on-site. This component is overseen by
the Program Coordinator, who has nine years of adolescent residential treatment
experience. Residential staff includes: daytime residential supervisors (7:30 AM - 3:30 PM
and 3:OO - 11 :00 PM); a support residential supervisor (1:30 - 9:30 PM); and an awake
overnight residential supervisor (I 1 :00 PM - 8:OO AM), who conducts bed checks every 20
minutes, with the same coverage on weekends. The ratio of childcare staff to residents is
2:lO during waking hours and 1:lO on overnight shifts.
The clinical component is staffed by two full-time family counselors and up to four clinical
interns, and is overseen by the Clinical Coordinator, a licensed Marriage and Family
Therapist (MFT). Counselors meet with the residents three times per week to discuss
personal or family issues and also design a formal treatment plan, which includes a
diagnosis, family treatment goals and a plan for discharge.
The facility is overseen by a Project Director, who is a licensed MFT and a certified Group
Home Administrator. She has over ten years of administrative experience and is
responsible for fiscal management, staffing, program coordination, planning, resource
development and fund-raising. The Director is supervised by the Executive Director of
YMCA Youth and Family Services, a Licensed Clinical Social Worker (LCSW) with over 21
years of social service experience.
G. Please indicate your agency's level of experience with the CDBG/HOME
program.
CDBG/HOME proarum:
No or little exDerience. UD to 1 Year of usina CDBG/HOME funds
Some experience, 2 to 3'years of using CDiG/HOME funds.
Moderate experience, 4 to 5 years of usingCDBG/HOME funds.
Considerable experience, more than 5 years of using CDBG/HOME funds.
[Word:\APPLICATION] ~. . . . . - . - .
City of Carlsbad
2002-2003 CDBG/HOME Funding Application
Page 4 _-
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.
In 1997, the following program violations were corrected:
CFR Title 24, Section 507.502(b) Missing procurement policy - The CFO of the Corporate
YMCA revised and standardized procurement policies association-wide.
CFR Title 24, Section 570.602(a) Missing door hardware for handicap accessibility -door
hardware was installed in public areas.
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 (2000-2001 and 2001-2002) for the proposed
program/project?
Sources of Fundincl
CDBG
Community Activities (Generai Fund monies]
- No - Yes Q 0
If yes, please indicate amount and status of previously awarded funds (fully
expended, funds remaining. program/project discontinued).
CDBGIHOME funds
Amount Received Statvs
N/A
Community Activities NIA
8. Did you receive any federal funds, including CDBG/HOME funding from other
cities, last year (July 2001 - June 2002)?
0 No 0 Yes (Please list funds below.)
Proaram Source Amount Received
FYSB $82,000
Vista CDBG $25,000
Oceanside CDBG $16,140
Encinitas CDBG $ 7,500
2002-2003 CDBG/HOME Funding Application
City of Carlsbad
Page 5 _-
c. Will additional CDBG/HOME funds be required in future years for the project?
0 No 0 Yes
111. 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.)
YMCA Oz North Coast is located in the southwestern section of Oceanside, approximately
three miles from Plaza Camino Real in Carlsbad. The facility is in a centralized, residential
neighborhood which is adjacent to freeways, public forms of transportation (bus, Coaster)
and community centers. It's located one block south of Mission Avenue in Oceanside.
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 2002-2003 Income Limits for the CDBG/HOME Program)
44 % of clients are at 30 percent or below of the area median income
13 % 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
23 %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
well as the population to be served or the area to be benefited. [See
relation to Consolidated Plan housing and community development priorities, as
Consolidated Plan Priorities)
Current estimates of the homeless youth population in San Diego are at 15,000 runaway
and homeless youth per year, withm of these youth on the street as. The
climate in San Diego County, combined with many accessible parks and beaches, makes
it a haven for runaway and homeless youth. An estimated 5,000 youth flock to San Diego
each year from other states and counties (Regional Task Force On the Homeless, 2001).
In the northern region of the county (where Oz North Coast is located), there is an
estimateQO0 chronically homeless \lauth, including youth living in over 100 farm worker
and day Iabo~CarIsbad~nile runaway reports were filed in
2000 (Carlsbad Police Department). qlp
The impact of runaway and homeless youth within the community is significant. Within
three weeks of living on the "street", the majority of runawaylhomeless youth are involved
in drug use and sales, theft, prostitution, survival sex and gang activity (San Diego Grand
Jury Report: 1991). Runaway and homeless youth, particularly street youth, are at greater
risk for HIV infection than other youth because they are more apt to engage in IV drug use
behaviors (17% among street youth) and risky sexual behaviors (American Journalof
Public Health, February 2000).
(Word:\APPLICAIIONI
2002-2003 CDBGIHOME Funding Application City of Carlsbad
Page 6 _-
Oz North Coast is the only agency in North County serving high-risk, runaway and
homeless teens in a residential setting. Oz North Coast is a IO-bed youth shelter serving
adolescents aged 12-17 and their family members in themunty area, which
includes Carlsbad, Oceanside, Vista, Escondido, Encinitas, Fallbrook and San Marcos.
This project benefits low to moderate income Carlsbad youth and their families by
preventing runaway and throwaway behavior and impacting at-risk youth behaviors
through comprehensive shelter and prevention services.
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 509 Persons of which 14 % are Carlsbad residents
/
Carlsbad is the third highest population of residents served per city by Oz North Coast.
E. Does your agency focus its activities on populations with special needs?
0 No 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.)
Homelesslrunaway youth: substance abusing youth and adults; physically and sexually
abused youth: youth and adults with mental and emotional disabilities.
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. \ *> )!? h,2 &V"' Director of YMCA Shelter Services 1211 1/01
Signature Title Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination:
-
Attachment A
KIM S. MORGAN. J.D.. M.F.T.
11168 Tyrolean Way, San Diego, CA 92126
License # MFC 29166
I.
(858) 693-8368
1Y87-89 UNITED STATES INTERNATIONAL UNIVERSITY
SAN DIEGO, CA
Master of Arts in Marriage and Family Therapy
California Certified Mediator
1978-82 CALIFORNIA WESTERN SCHOOL OF LAW
SAN DIEGO, CA
Juris DoctorlAdmitted to California Bar 1983
1974-79
EXPERIENCE:
7/96 to
Present
5/94 to 7/96
..
5/92 to 5/94
2/91 to 5/92
9/89 to 12/90
3/69 to 8/90
3/88 to 3/89
2184 - 12/81 -
CALIFORNIA POLYTHECHNIC STATE UNIVERSITY
SAN LUIS OBISPO, CA
Bachelor of ArtslSecondary Teaching Credential
DIRECTOR OF YMCA SHELTER SERVICES
02 NORTH COASTlOZ SAN DlEGOlTURNlNG POlNTTRANSlTlONAL LIVING PROGRAM
Responsible for the programifiscal administration of twol0-bed residential facilities and a 24-bed transitional living program for young adults
including CDBG funding. Responsible for an annual fund-raising event, as well as grant writing, soliciting donations from public and private
18-21 with a combined budget of $1.4 million. Duties include procurement and administration of federal, state and county contracts,
sources and county-wide collaborations with police, probation, social service organizations and local governments. Supervise a staff of 34
DIRECTOR
YMCA 02 NORTH COAST, OCEANSIDE, CA
Responsible for the programifiscal administration of a twelve bed residential facility serving San Diego County. Duties included procurement
Carlsbad. Responsible for an annual fund-raising event, as well as grant writing, soliciting donations from public and private sources and
and administration of federal, state and county contracts, including CDBG funding from the cities of Oceanside, Vista, Encinitas and
county-wide collaborations with police, probation, social service organizations and local governments.
CLINICAL DIRECTOR
YMCA 02 SAN DIEGO, SAN DIEGO, CA
Responsible for program development, recruitment, training and supervision of clinical staff and interns. Duties included direct service, case
management, community outreach and liaison between all county services and the agency.
CASEMANAGEFXOUNSELOR
SOCIAL ADVOCATES FOR YOUTH (S.A.Y.), SAN DIEGO, CA
Responsible for direct service to at-risk youth and families. Duties included contract management, mediation training and supervision
PROGRAM COORDINATOR
KIDS OFF DRUGS, ALVARADO PARKWAY INSTITUTE, SAN DIEGO, CA
management, community outreach and marketing.
Responsible for co-managing an eight week outpatient program for chemically abusing adolescents. Duties included direct service, case
COUNSELOWCASE MANAGER
YMCA COUNSELING SERVICES, SAN DIEGO, CA
Responsible for direct service to individuals and families throughout San Diego County. Duties included case management, consultation to
childcare facilities and outreach.
CLINICAL INTERN
YMCA 02 SAN DIEGO, SAN DIEGO, CA
Individual. group and family counseling with adolescents and their families in a two week residential Setting
SAN DIEGO, CA
DEPUTY DISTRICT ATTORNEY
Responsible for prosecution of misdemeanor and felony criminal complaints. Duties included litigation, case management and sentencing
recommendations.
Attachment B
BUDGET
City of Carlsbad
CDBG Funding Application
Organization: YMCA of San Dieqo Countv Fiscal Year 2002-2003
Project Title: YMCA Oz North Coast Runawav & Homeless Youth Shelter Proiect
ITEM
I. Personnel
A. Salaries
1. FfT Residential Supervisor
2. Ffr Residential Supervisor $1560/mo.
3. Ffr Counselor $1 560/mo.
4. FfT Counselor $2427/rno.
5. Program Coordinator $2548/mo.
$3083/mo.
8. Fringe Benefits
24% of salaries
II. Non-Personnel
A. Supplies
Other Supplies (paper prod., toiletries)
B. Telephone
C. Liability Insurance
D. ConferencesITrainings
Attend conferences/trainings to facilitate interventions with at-risk youth
E. Care of BuildingslGrounds
to bldg.
Pest control. maintenance of grounds, repairs
F. Indirect Costs
General Ofice Support @ 9.3%
TOTAL
CITY
FUNDING
750
750
450
450
825
774
108
108
120
60
180
425
5,000
r OTHER FUNDS
AMOUNT
17,970
17,970
28,670
30,126
36,175
31,419
4,992
5,052
5,677
2,340
8,220
43,149
SOURCE
CAP/FYSB
CAP/FYSB
CAPlFYSB
CAP/FYSB
CAP/FYSB
CAP/FYSB
CAP/FYSB
CAP/FYSB
CAP/FYSB
CAP/FYSB
CAP/FYSB
CAP/FYSB
PROJECT
TOTAL
18,720
18,720
29,120
30,576
37,000
32,193
5,100
5,160
5,797
2,400
8,400
43,574
ATTACHMENT C
YMCA OZ NORTH COAST
BUDGET 2001-2002
-.
Contributions
Current Support
Contract Revenue
Fees/lns. for Services
TOTAL REVENUE
Salaries/PS
SalariesIFS
Salaries/CS
Salaries/OS
Group Health
Retirement
Standard Life
Workers Cornp
Social Security
Unemployment Ins
Contract Services
Audit
Supplies/Office
Supplies/Rec &Craft
Supplies/Food
Postage
Wephone
Care of Bldg
Insurance Exp.
Utilities.Gas/Elec
UtiIities.Water/Trash
Printing
Mileage
Auto Operating
Auto License Fee
Auto Insurance
Conf/Training
Meetings/Meals
Subscriptions/Mem
Advertising
Equip/New
Equip/Maint
Equip/Lease
Misc/Licenses
Misc/Bank Serv Chg
Misc/Other
Misc/Fingerprinting
Corporate Support
YFS Support
,plies/Other
ATAL EXPENSE
NET OUTCOME
VISTA
18150
25,000
25,000
8,690
1,653
1,145
5,710
1,144
0
1,316
120
0
0
305
0
305
0
0
455
0
0
0
0
50
0
300
0
0
0
0
0
0
0
0
0
0
1,636
0
0
25,000
0
860
688
138
485
18160
CAP
222,533
222,533
50,146
23,296
14,373
57,802
8,737
8,737
11,140
0
5,825
582
1,320
0
750
225
0
2,100
2,400
300
3,000
4,000
3,300
600
600
600
0
750
0
690
0
0
1,108
750
0
0
0
570
0
14,265
a4
4,483
222,533
0
18170
ENC
7,500
7,500
0
0
4,359
1,690
322
364
463
0
242
60
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
'0
0
0
0
0
0
0
7,500
0
18182
FEES
7,050
137,940
144,990
26,213
31,401
10,409
20,225
6,865
247
6,443
3,319
510
1,170
317
100
9,417
150
1,069
1,536
70
276
1,706
1,191
974
a3
225
117
212
491
300
240
6,718
1,548
2,808
2,358
a4
473
180
350
2,250
334
10,866
6,245
159,490
-14,500
Attachment C
(COBG) (Oside)
(9 rnos)
OCEAN
18190
16,140
16,140
1,936
0
2,582
4,602
462
600
0
698
365
64
0
167
0
0
525
500
706
107
868
0
182
0
169
16
0
202
0
0
100
0
0
0
0
0
0
0
0
0
0
16,140
0
1,289
'FYSB'
18210
61,600
61,600
19,411
600
3,006
2,406
3,462
0
2,741
1,433
107
735
500
352
1,570
0
718
135
1,575
92
450
12,810
788
787
0
316
0
0
1,300
375
0
0
397
0
360
0
100
0
0
3,963
92
1,019
61,600
.o
(3 mos)
(Oside)
18200
FYSB
20,400
20,400
6,470
1,000
200
4,635
1,189
827
94 1
0
492
37
245
0
117
0
523
45
239
54
525
150
525
0
0
105
0
0
125
0
0
132
0
0
120
0
0
0
0
54
1,313
337
20,400
0
FUND/
CONTR
18912
10,000
4,500
14,500
0
14,500
TOTAL
10,000
4,500
360,223
137,940
512,663
112,866
27,235
110,143
64,120
20,332
22,361
23,742
247
12,364
1,480
4,759
600
2,008
150
11,735
5,064
4,658
623
7,797
6,319
6,229
2.578
2,164
865
225
183
1,964
2,481
300
240
4,545
2,358
1,703
168
180
2,250
450
1,050
12,084
32,043
512,663
0
IMPLEMENTATION SCHEDULE
Organization: YMCA of San Dieqo Countv Fiscal Year 2002-2003
Project Title: YMCA Oz North Coast Runaway 13 Homeless Youth Shelter Proiect
Goal Statement: To prevent runaway behavior amonq low to moderate income
Carlsbad vouth aqed 12 to 17.
Objective: I. Provide shelter services (up to 60 davs) to 15 low to moderate income
Carlsbad vouth aqed 12 - 17 and their families, for a total of 75 Carlsbad residents
served.
Key Activities
OBJECTIVE I: Provide shelter services (up to 60
days) to.l.5,lsw to moderate income Carlsbad
youth agm 12 - 17 and their families, for a total of
75 Carlsbad residents served.
Provide information to referral agencies
regarding Oz services and program
requirements.
Provide food, clothing, transportation, - counseling, recreation and education (on-site
. schooling and educational groups) to 15
youth, aged 12 - 17.
Provide 24 hour crisis intervention counseling
and information/referral to all Carlsbad
residents.
Provide one individual, two family, five group
sessions per week to Carlsbad youth while
residing in the shelter (for up to 60 days). . Provide eight weeks of family counseling to 6(
low to moderate income Carlsbad family
facility including an eight week multifamily
members upon the youth's discharge from the
group.
Provide an ongoing parent support group to
parents of low to moderate income Carlsbad
youth, irrespective of youth's participation in
the program.
Conduct follow-up surveys (90 days after
discharge) on youth who have completed the
program regarding runaway/throwaway
behaviors.
Date
July 1,2002 - June 30,2003 15 B . ,
July 1, 2002 - June 30,2003 @ rJ3'
July 1, 2002 - June 30, 2003
July 1, 2002 - June 30,2003
July 1, 2002 - June 30,2003
July 1, 2002 - June 30,2003
ATTACHMENT D
City of Carlsbad
2001 -2002 CDBG/HOME Fundlng Application
Page 1
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2002-2003
The following information must be completed by each penon/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 20th to
Carlsbad, CA 92008.
Frank Boensch. Housing and Redevelopment Department, 25’65 Roosevelt Street, Suite B,
AMlNlSTRATlNG AGENCY
Name of Agency: North Countv Solutions for Change
, 1
Address: 890 E. Vista Wav, Vista CA 92084
Federal Tax ID Number: # 33-090261 7
PROPOSED PROGRAM/PROJECT
Title of Program/Project: Solutions Family Center
Location of Program/Project: 890 E. Vista Way. Vista CA 92084
-
Contact Person: Chris Meuison Telephone No.: 1760) 941-6545
Requested Funding Amount: 6 14,000
Brief Description of the ProgramlProject:
program that serves homeless children and families from Carlsbad and throughout the North County until the
The Solutions Family Cater - Interim Program (SFC) is a regional short-term service enbanced Innsitimal housing
permanent Solutions Family Center is opened in two years.
The City of Carlsbad and the cities of Oceanside, Vista, San Marca, Enchitas, and the County of San Dicgo
recognize the Solutions Family Center as a joint regional North County partnership for sheltering homeless families.
This recognition is the result of over three years ofplanning through the Regional Family Center Task Force chaired
by Vista Councilwomen Judy Ritter with elected and staffreprsentativss from five North County cities and the
Carlsbad representatives for this regional project. County of San Diego. Carlsbad Councilman Matt Hall and Housing Coordinator Frank Beonch are the City of
based on their proportionate share of residents who benefit from the shelter. The Regional Funding Participation
Each City has expressed a desire to participate through their CDBG program to support the Solutions Family Center
participating cities at the Solutions Family Center. Since this is a privatdpublic partnership, North County Solutions
- Chart show in section 11. illustrates how the proportionate share formula is applied to all the North County
Clly of Carlsbad
2001 -2002 CDBGIHOME Funding Application
Page 2
The entire annual project budget is $351,325 but the local cities collective share is only $103,000. The City of
Carlsbad share is based on a 14% proportionate formula
The project meets the priority of the Consolidated Funding Strategy of Carlsbad by providing shelter M savice~ to homeless families resulting in an improved situation through employment and permanent housing. The Center was
created to help alleviate the negative effects of a housing rrisis and to clearly respond to helping homeless families
displaced families to quickly transition into permanent housing by helping them qualie for affordable housing with children. It is a launching point rather than a resting spot. The SFC provides a place for eumomically
and/or by assisting them to increase their earned income capacity.
The work to be performed will be to manage the operational elements and support service components of a 50 bed transitional housing program that will serve about 15 homeless families with their 30 children at any one time.
The safety and immediate basic needs ofhomeless children, such as safe and clean housing with adequate meals and
clean clothes will be the SFC’s fist priority. After those stabilition needs, SFC supprt staff will then respond
quickly to the long-term housing, employment, and support service needs of families entering the facility. North
work exceptionally well within this short-term serviceuhanced environment. The goal is to assess the
County Solutions for Change has designed and used a housing and economic recovery model that has proven to
pason’dfamily’s housing, employment and service needs and then act as a housing and employment 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 secured. .
Care Manaaement
A case manager works with the families at the Center. The case plan process begins with intake and includes an
initial aFSeSSment of the families’ shengthmnd weaknesses. The needs ofthe children take top priority as a
comprehensive individualized strategy is developed for each family, and fomm on each family’s unique needs and
their children in exiting the Center at the end ofthe program. Families are also assisted with employment
development, health, and education needs. The case manager counsels and refers families to appropriate services as
needed.
,- for Change is able to have a significant portion of the shelter funded by sources outside of the Id govanment.
.. goals. The main area of concern is the identification of decent, safe, and affordable housing to assist families and
Food. Clothina and hiene
Because 75% ofthe children and families who enter the Center me duectlv tiom the sheets and have little stability and a need for the necessities at first, the initial apprcwh is to fkon the children and family unit and
build a daily routine and structure. With self-reliance and personal responsibility as the ultimate goal, for the lirst
of nuh-itious meals, adequate clothing and ample hygiene and health care opportunities.
several weeks of living at the Center families receive extensive assistance to meet basic needs such as the provision
Childcare Childcare is an obvious need but one that is difficult to obtain in Vista, Childcare facilities have raised their cost by
an average of 13% in the last year. High costs and scarce availability make it extremely challenging for an intact family with two incomes, let alone a single mother with barely one income. Although we are not providing on-site childcare we provide referrals and through the Cal Works program, the residents have childcare options to use. The
NCSC has an MOU with the Boys and Girls Club in the Townsite Center to provide no cost after school care thanks
to a grant specifically earmarked for residents ofthe SFC.
selfSUl%Kiency
their savings. . NCSC’s goal is to assess the person’dfamily’s housing, employment and service needs and then act
Residents of the Solutions Family Center pay 30% of their adjusted gross income for rent and match that amount in
as a housing and employment placement partner. An individualid plan is created in the lirst three days and case management of the plan is then aggressively worked on until suitable housing, employment and service resources are secured. This model is appropriately named “STEP-UP”, which stands for Supportive Zhmifionu/ Employment
Programfor Un-housed Persons. The program is sbuctured into three distinct phases called Steps. Step One has a stabilization emphasis and lasts 30 days, Step Two is a job training focus and lasts two months. Step Three is
three to six months depending on individual and unique family needs.
comprised of permanent employment and exiting to longer term -
City of Carisbad
2001 -2002 CDBG/HOME Funding Application
Page 3
.- The goals and obiectives. method of auuroach. and the imulanmtation schedule:
The identified annual performance goals for the fiscal year starting January 2002 are:
Provide I I5 children in 32 hilies with 7000 bednights in a safe. and caring residential living environment
62% will complete an intensive 32-hour a week mnomic retraining program within three months and secure
81% of the parents will enroll their children in childcare or school in the first two weeks
73% pacent of the hilies will complete the program and transition into various difFerent types of transitional
while their parents participate in extensive rmvery activities.
full-time employment earning a minimum $8.00 pa hour.
or permanent housing situations within six months.
For reporting purposes for the Carlsbad CDBG, the implanentation ofthis program will begin July 2002 or
whenever the contract is exexted with the city of Carlsbad. The Solutions Family Center is currently open and will continue to operate until the permanent complex is completed in late 2003.
-*_ . ,...
City of Carlsbad
2001 -2002 CDBG/HOME Funding Application
Page 4
..
,"
1. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is: -X-Non-profit
B. What is the purpose/mission of the agency? North County Solutions for Change was created to help alleviate the negative effects of a housing uisii and to
clearly respwd to helping the rapidly increasing umber of homeless families with childrea.
C. How long has this agency been in operations? Please include the date of
Incorporation. NCSC was incorporated in November 1999 and has been operating forzyears.
D. How long has this agency been providing the proposed program/project?
Two 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.
The Executive Director, Mr. Chris Megison, will administer the program. Chris will mhibu~ 30.h of his time to ovusight and management. The Vice Resident of operatioos will provide 50.h ofher time to working with the
staff and volunteers on policy and procsdural training and implementation. A lidl time Program Manager will be
responsible for day-today operations. One lidl time Case Manager and one part time Case Manager will work
diredly with the clients. Approximately 35 volunteers will provide 90 hours of in-kind labor each week to the SFC.
The Resident and Executive Duector, Mr. Chris Megkm, founded North County Solutions fot change hc. in 1999.
Megison has successfully managed numerous homeless projeds in the Southern California region including the
North County Emergency Cold Weather Shelter for eight comecub homeless housing and job programs that have received naticmwidc recognition for helping hundreds ofperson's 've years. Additionally, Megisoo deweloped four
hausition out of homelessness and into mainstream society and ultimately achieve self-sufficimcy. His specialty is
developing social-purpose micro enterprise activities that generate -ue streams to sustain the non-profit.
newspapers. This effort generated over three million dollars back into the non- profit that then helped over 2800
Megison developed a micro enterprise in San Diego County through strategic alliances with three major daily
homeless persons get jobs and obtain pamanent housing.
The Rogram Director. Tammy Megison, has worked in the urn-profit sector for eight years, six oftha years as the
top program administrator for a 120 bed transitional housing program. She has designed a multidisciplinary workto recovery model for homeless persons, which has been published in the California Business Jwnal. The model,
peamanent housing for homeless persons. Local public officials have lauded her work for the strong outcome STEP Up, is a dynamic system that involves strcmg work ethic application that leads into full-time employment and
achievement that it has produced here in North San Diego county. The Rogram Dredor has been with SFC since
its inception.
.-
G. Please indicate your agency's level of experience with the CDBG? Home
program.
years experience adminiig CDBG funds.
Some experience, 2 to 3 years of using CD-e Funds. Management has nine
,-
City of Carlsbad
2001 -2002 CDBG/HOME Funding Appllcatlon
Page 5
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? NO
II. FINANCIAL CAPACITY
A. Please submit the proposed budget for the program/project, itemizing
revenues and expenses, to this application as Attachment C. Indicate how
the requested CDBGIHOME funds would relate to the overall proposed
budget.
Promsed oroiect budnet
Enclosed as Attachment A.
Regional Fundine Particbation Chart
B. Did you receive any of the following sources of funding from the City of
Carlsbad within the last two year for the proposed program/project? YES
Amount received
12,000
c. Did you receive any federal funds, including CDBG/HOME funding from
other cities last year (July 2001-June 2002)?
YES (Please lit funds below)
Roaram source
Oceanside CDBG
Vista CDBG County CDBG
Amolmt Received
7,700
25,000
30,000
City of Carlsbad
2001 -2002 CDBG/HOME Funding Application
Page 6
D. Will additional CDBGMOME funds be required in future years lix the project? YES
r-
111. 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.)
NCSC, located in Vista has developed a collaborative working re.latidip with many North County agencies to
whom Carlstad residents first contact for help regarding their homeless status. When pota~tial ctimts visit those facilities, they agency immediately contacts NCSC and informs us that there is a family in need of our swices. .
B. What is the approximate percentage of your clients that have annual family
incomes in each of the following range:
- 80% of clients are at 30 percent or below ofthe area median inconie 20% of clients are between 3 1 and 50 perccnt of the area median income - 0% of clients are between 51 and 60 pacmt of the area median income - 0% of clients are above 80 percent of the area median incume
C. Please describe how low and moderate income persons will benefit from the
proposed program/projects. Include the need or problem to be addressed
in relation to the Consolidated Plan housing and community development
priorities, as well as the population to be served or the area to be benefited.
It is widely acknowledged that there is a severe housing aisii in San Diego County. Vacancy rates are 2% and
affordable housing vacancy is 0%. Due to the unexpected downturn in the economic climate, the scarcity of affordable housing and higher utility bills, the number of homeless children and their families has raDidlv and unexDectedlv increased. Statistics show that the numk ofhrmeless families and three times the number of single
women with children have risen at a pace that far exceeds the housing demand. FoUowing are important statistics
about the &is that the residents of Carlstad and North County are Wig.
A 500% increase in the number of children seeking emergency shelter in North County.
Only 13% of all market rate apartment units are under $800 per month.
Only 27% of homes sold in the SD regions are affordable to a family of four earning the median income
($56,900).
To afford the average rent for a 2-bedroom apartment in the region ($1,050), a worker would need to earn abwt
$45,200 a year.
The average apartment in North County rent for $1,045 up 12% over last year.
More than half of the families we see are homeless for the first time
There is a severe housing crisis in Carlsbad and North San Diego County. Tbe Solutions Family Center was
created as an emergency response to this housing crisis. ydea
organization coordinates with other homeless service providers and every bowing providerGTorth Coun
not duplicate cxkting services. Our
has waiting lists / ;J/
Sheltering cur homeless children and their parents has he a aitical issue in North San Diego County. We are experiencing a scarcity of affordable housing within OUT communities. North County rental rates are at an all time -
..
City of Carlrbad
2001 -2002 CDBG/HOME Funding Application
Page 7
high, and the housing stock, especially affordable housing availability is at the lowest level it has been in two
decades according to Housing Commission reports from around San Diego County.
The Consolidated Plan of the city of Carlsbad has Affordable Housing as its number one priority. The SFC will
provide shelter and services to homeless children and their families which will resulting an improved living conditions, employment and permanent housing.
?he population served will be economically displaced hilies with children in need of housing in the North San Diego County area. Clients of the Solutions Family center (SFC) are eligible if they are part of a fsmily unit and
minor dependent children. Eighty percent of the persons served will be at 30% of the AMI or below. Single
they are without a regular ked nighttime address. A family unit is defined as the legal custcdial parent & their
mothers head 85% of those served at the SFC.
..
,-
D. Please indicate the number of clients, by household or individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents. c households or 126 persons ofwhich &?? are Carlsbad residents
E. Does your agency focus its activities on populations with special needs? YES: Homeless childredfadies, people with disabilities and withsubstance abuse problems.
IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed
construction, rehabilitation, property acquisition, other construction related or
must ensure the expenditure of all CDBGIHOME 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.
- new public/community service program/project as Attachment D. The agency
President/Executive Director
North County Solutions for Change
(2- z0-0
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibii Determination:
ORGANIZATIONAL CHART FOR NORTH COUNTY SOLUTIONS FOR CHANGE
ATTACHMENT A
Veta Wnter Shelter I
Fmily Center
Positions - Positions - Positbns-
12 Volunteer a Paid 17 Volunteer 1 Paid 6 Vobnteer
16 pad
Orgariational
Can mimee
Prcgram
Canmaee
Ccmmunty Rdatioffi
Canmitee
.. .
* North County Solutlonr, for Change
Wncy Budget 2002
.-
Income
Income (W-lOO%)
Public Funds
Corporate Donations
Foundation Grants
Faith in Adion
Fundraising
Private Donations
Thrift Store Sales
Program Fees
OtherContrsct Capbl Campaign
OtMr PmjecW Incame
Thrill Solutloru Permanent Tobl store Family Center
Center
t73.m $10,280 583.280
S49,OOO $25.800
S49.ooO
$32.500
$25,800
121.500 t32,500 121.m
$6O.o00 w.m
5675.m 5675.000
151,wo s51,m
5113,837 $30,312 583.525
Total Income m sl.17i.917
Salary Wages TaxeslBenefts
- Rent
UtilitES
129.588 $160.528 $190.116 35.326 528.895 $34.221
Total Personnel u1.914 5189,423 so n24.337
$37.728
$2.640
$43.200
$13,140
580.928
515.780
Total Facillties 540.368 $56,340 w tss.70.9
operatino
Acmunlig/Payroll
AdvEundraising
Auto Expense
Construction Costs
Equipment LeaseRental
FeesllicenSe
Meetingrraining
Insurance
Motel Vouchers
Woe Expense
Professional Fees
RepaimMaintenance
supplies
Telephone a Communications
R-NBS
DUES a subs
Total OperaUng
$1,200
$450
5600
$250
$820
$600
31.200
$750
$8,200
$9M)
515.030
26.800 $3.m
52.400
$1.225
13.410 . ~, $350
$2,400
57.500
$1.850
15.155 $17.400
$4;750
56.200
$31,922
$1 1,400
5105,562
58.m 510.200
$7.250 .. 53;m $685.280 $685.280
13.410 $1,475
- ~. t350
$2,400
56,320
$1,850
$5.755 545.m 562.400 55;m
57.400
f40,122
$12.380
$736,280 5856.872
,-
.
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT
FUNDING PROPOSAL APPLICATION
2002 - 2003
ADMINISTRATING AGENCY
Name of Agency: Communihr Care for Adults (formedy known as
Western Institute Foundation for Mental Health)
Address: 602 Civic Center Drive
Oceanside. CA. 92054
Federal tax I.D. Number: 33-01100895
PROPOSED PROGWPROJECT
Title of ProgramlProject: Oceanside Adult Dw Care Center
Location of Program/Project: 602 Civic Center Drive
Oceanside, CA. 92054
Contact Penon: Eileen Haller Telephone No: 1760) 433-9088
Fax No: /760) 433-9946
Requested Funding Amount: $ 10,Ooo
Brief Description of Program/Project:
Funds are sought to off set the financial assistance provided to
clients/families who are unable to pay the full fee for adult day care
Services.
Community Care for Adults currently operates the Oceanside Adult Day
Center) which is licensed as an A Department of Health Services.
cem'fied. CCA also has service agreements with the $an Diego Regional
Center, and the Southern Caregiver Resource Center. Hours of program
operation are 900 a.m. to 400 p.m. Monday through Friday. Services
available through our site includes: social and recreational activities and
outings; social services including individual counseling and support groups;
nursing care and supervision includlng medication administration; and rehabilitation services. The center offers a nutrition program consisting of
a hot lunch, a.m. and p.m. snack. Transportation services are coordinated
with the local para-transit provider. In addition, the agency has weekly
access to an affiliate agency vehicle for special outings and events. 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.
Aside from the full-service adult day care program, the agency has
developed and is currently running a modified program called The
Community Club. 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 disorden. 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 Mgh 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 den'gned to maximize their abilities and enhance self-esteem. It also gives family caregivers a desperately
needed break and the opportunity to pam'cipate in educational events and
support se~'ces associated with the agency. It has been found that
utilizing this model hetps to ease families into the use of formal support
systems. There is no other early stage program in the North Coastal region
of San Diego County. Approximately 33% of the participants in this
modified program are Carlsbad rm-dents.
1. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is: Non-profit
6. What is the purpose/misslon of the agency?
Persons with cognitive and physical impainnent often require special and
constant care and wpe~khn. 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 impainnents
through the provision of adult day care and family support services. We assist indfviduals to remain in the community for as long as possible and
enable family caregiven to provide care in the home.
Community Care for Adults goal is to maintain frail elderly and those over
18 yean 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, sodal,
nutritional, and client and family support services; 3) By preventing any decline in the participant's health and sense of well-being by providing
these services in a suppom've, stimulating environment; and 4) By
providing community education and outreach in an effort to a) increase
public awareness of the aging process and disabling disorden, and the
resulting impact on family systems, and b) to inform the public of the
viable and effective community bused care options, including adult day
care centers.
C. Haw long has thts 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/projed?
Our agency's first program, The North Coast Akheimer's Center was
opened on February 3, 1986. 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 has been operational since May of 2001.
E. Please submit and organizational chart for the agency as Attachment A.
I
(see attachment A)
F. Please describe the agency's existing staff positions directly
responsible for the proposed programlproject and their qualifications
and experience in implementing such a pragram/project.
The Executive Director for Community Care for Adults is Eileen Haller, MS.
Mrs. 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 18 years. Prior to coming to Community Care for
Adults, she was the Mrector of two adult day centers in Los Angeles
County. The Program Director position is currently vacant with a hire
pending. Program support staff at the center includes: Registered Nurses,
Certified Nurses Asn'stants, a Certified Activities Director, an Activity Asn'stant, Master's level Social Worker, and several Program Aides.
Contract services include: Occupational, Physical, and Speech therapies; as
well as Psychological, and Dietary services.
(Please see attachment 6.)
c
G. Please Indicate your agency's level of experience with the
CDBWHOME program.
Considerable experience, more than five yean of using CDBG funds.
H. If you have received federal funds, including CDBWHOME funds, in previous years, have program violatlon findings ever been made against
your agency/organization? NO
II. FINANCIAL CAPACITY/STA61LITY
A. Please submft the proposed budget for the progfam/project,
itemizing revenues and expenses to this application as attachment C.
Indicate how the requested CDBWHOME 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 (2000-2001 and 2001-
2002) for the proposed program/project?
Sources of Funding
CDBG Yes
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
2000/2001 $7,000
2001 12002 N/A
Fully Expended
N /A
C. Did you receive any federal funds including CDBWHOME funding
from other cities, last year (July 2000 - June 2001)? Yes
promam Source Amount Received
$ 10,750 Endnitas - CDBG Social Servlces
$ 8,400 Oceanside - CDBG Social Services
D. Will additional CDBG funds be required in future years for the
Yes. During Fiscal Year 2000/2001 Community Care for Adults awarded
$59,568 in scholarships to eligible families, only $26,150 of that amount
project?
- was provided through all CDBG funds. The agency continues to absorb the
bulk of providing financial assistance. The demand for fee subsidy has
continued to increase over the years. It is expected that the demand for funded services will increase.
111. BENEFITS AND BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Carlsbad residents?
In regards to physical proximity, the Oceanside Adult Day Center is easily
accessible, located close to Interstate 5 in downtown Oceanside, across
from City Hall. CCA contracts with LIFT (Lifeline Transportation) as a
vendor of transportation to elderly and/or disabled clients. Agency staff
coordinate transportation services on behalf of the client. Many families living in close proximity choose to transport their loved one on a daily
ban's.
The financial assistance program is accessible to all clients who
demonstrate an inability to pay the full fee for service. Our agency
remains committed to providing services to clients and their families based
on need rather than on their ability to pay.
8. What approximate percentage of your clients that have annual
family incomes in each of the following ranges?
52% of clients are at 30% or below of the area median income.
25% of clients are between 31 and 50% of the area median J income.
17% of clients are between 51 and 80% of the area median
income.
6% of clients are above 81% of the area median income.
C. Please descrlbe how low and moderate income persons will benefit from the proposed programlproject. Include the need or problem to be
addressed, as well as the population to be served or the area to be
benefited. The agency Financial Assistance Program is available to families
who demonstrate that they are financially challenged and wwld be unable
to utilize agency services as needed without assistance. Our Adult Day
Health Program rate is $72 per day, and our Social Day Care Program rate
is $60 per day. 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 financial assistance program 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 C(ub 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 N 2000/2001, Community Care for Adults /
served 167 unduplicated day care clients. Of this number, 13% were
Cartsbad residents.
E. Does your agency focus its activities on populations with special
needs? Yes. Our center accommodates clients 18 years of age and above who have
cognitive and or functional impairment and without the support offered by
the center would more than likely face institutionalization. Diagnm”s’ of our clients include but are not limited to: Alzheimer’s disease or dementia;
Parkinson’s disease; stroke; traumatic brain injury, Huntington’s disease,
developmentally disabled and the chronically mentally ill. Participants
currently range from 39 to 97 years of age.
I, the undersigned, do hereby attest that the above information is true and correct
to the best of my
i&d/o I
Signature Title Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
- Eligibility Determination:
-.
Eileen H. ff aller
4704 Caminito Girasol
San Dicgo, CA 92130
(619) 793-0487
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 AdultsIOceanside Adult Day Center
Oceanside, CA
Executive Director/Administrator
Oversight of all agency 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 arc in compliance with licensing
and funding source requirements; development of and monitoring of agency/center budgets; development and
maintenance of agency personnel structure and policies; all contract negotiation and agreements; dcvelopmcnt and
- maintenance of agency data base; sewing as a liaison between the agency, all licensing and funding cntitics, and other
service agencies in the community; identifying potential funding sources; production and submission of grantslproposals:
direct supervision of Center Directors and administrative staff, working directly with the Board of Directors and Board
Conunittccs.
10197- 6/98 Villa Rancho Bernard0
San Diego, CA
Alzheimer’s Program Director
Responsible for non-nursing aspects ofthe facility’s Alzheimer’s & Dementia Care Units Functions included: program
analysis and development; implementation and oversight of dementia specific staff training program; dcvelopment 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 facilih and other community based organizalions.
12/95 - 8/97 MarkTaper Intergenerational Center/
Organization for the Needs of the Elderly
Van Nuys, CA.
Director
Center including: Adult Day Care, Adult Day Health Care, Family Support Services, Rehabilitative Services, and Child
Responsible for directing, supervising, and coordinating all cornponentsldepartments of the Mark Taper Intergenerational
Care. Development and oversight of annual budget. Supervision of Program Directors. Facilitated coordination of
intergenerational programming. Policy development and implementation. Oversight of marketing and community
outreach efforts. Assists in grant preparation. Ensured that all programs complied with licensing, accreditation, and - funding source requirements. Interfaced with area universities for recruitment and supervision of interns as well as
program research and evaluation. Responsible for generation of repoddocumentation for Board of Directors and
monitoring agencies
4/94 - 12/95 OPICA Adult Day Care Center
Director
.- Los Angeles, CA
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 member families; development and revision of written materials; serving as a liaison between OPICA
and other organizations including funding sources; conducting community 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.
2/89 - 3/94 Alzheimer’s Disease Research CentedAndrus Gerontology Center
University of Southern California, Los Angeles
ProgranKlinicol 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 behveen lhe
ADRC and other organizations.
5/87 - 1/89 Andrus Older Adult CentedAndrus Gerontology Center
University of Southern California, Los Angeles - Assistant Director Xcsponsibilities included counseling older adults and their families; conducting clinical intakes and assessments; training
studcnt interns; acting as a consultant to clinical aging trainees; coordination and facilitation of supporl groups;
supcnislon ofintcrns and staff; coordination and revision of infornlation and referral system: annual rcporl ofcentcr
activities; budget preparation and monitoring; acting as a liaison between the AOAC and other organlzations.
6/87 - 1-89 Alzheimer’s Disease Research CenterIAndrus Gerontology Center
Universih of Southern California, Los Angeles
Ourreach Coordinator
Conrercnce and workshop planninghordination; community outreach and public speaking; serving as a liaison between
the ADRC and other community organizations.
CONFERENCE AND WORKSHOP PRESENTATIONS
Changes: Caring for Aging Parents. Speaker for the 4* Annual Conference ofthe North County African American
Women‘s Association. Oceansidc. CA. April 17”, 1999.
Making the Placement Decision. Workshop Co-presenter for thc Alzheimer’s Association - San Diego Chaptcr
sponsored seminar. San Diego, CA. February 4, 1999.
Alzheimer’s Disease and Dementia: Effective Communication and Managing Difficult Behaviors
Speaker for staff in-service at Life Care Vista. Vista, CA. September 18,1998.
Making the Placement Decision. Workshop co-presenter Tor the Alzheimer’s Association - San Diego Chapter
Tponsored seminar. San Diego, CA. September 4, 1998 -
- JANET L. KENNEY
17632 Bureundv Road
CAREERGOAL:
EDUCATION
WORK HISTORY:
April 1993 - Present
Sept. 1991 -April 1993
NOV. 1986 - April 1988
Nov. 1984 -April 1986
Encinitas, EA 42024
(619) 944-6489
To find a responsible position where I can utili my
education and experience to help a company reach it’s
objectives.
Bachelor of Arts, 1991, Major: Psychology
Phoenix Community College, Phoenix, AZ 85013
Associate of Arts in Nursing, 1975
California License ## 73030
...
Community Care for Adults
Registered Nurse
Supervisor: Judith Davagnino
Provides health care assessment and support services for
participants involved in the program. Develops and
provides health related training to the staE volunteers, and
families.
Medical Weight Loss Clinic, Mission Viejo, CA
Registered Nurse
Supervisor: Gloria Phipps (714)-380-1449)
Dealing with eating disorders with an emphasis on behavior
modification.
San Clemente General Hospital, San Clemente, CA
Registered Nurse
Supervisor: Dale Tubachnich (714-496-1 122)
Worked part-time as a Registered Nurse in the Medical,
Surgical and Intensive Care Units. My duties included
assessing, planning, and implementing optimal continuous
care of patients in these units.
Dr. Todd Bailey, MD, Irvine, CA
OfZice Manager / Registered Nurse
Physician: Dr. Todd Bailey (714-955-2022)
Worked in the back and fiont ofice coordinating ail ofice
activities. Patient load averaged 25 -30 daily
41
~- March 1976 -July 1984 St. Peters Hospital, Olympia, WA
Registered Nurse
Supervisor: Ann Starkenberg (206-456-7382)
Responsibilities included working on Medical, Surgical,
Orthopedic, Neurological, Coronary and Surgical Care ...
units.
July 1978 - June 1979 Sound Home Health, Lacey, WA (206-459-83 11)
Registered Nurse
Provided nursing care for ill patients in their homes.
, Provided referral information to patients regarding
' communityassistance programs..
PERSONAL: Married, one child. Reading and hiking.
42
Jessica Ruby Hargrove
18764 Caminito Cantilena #160 - San Diego, CA 92128
(858) 673-594.6 or (858) 775-3897
Jesykahl3@yahoo.com
Education
2001 Master's of Social Work, San Diego State University
Administrative concentration with focus on Health & Aging
1999 Bachelor of Arts, Deaf Studies, California State University, Northridge
Social Welfare concentration - Graduated with academic honors
Professional Emplovment
Medical Social Worker July 2001 - *pt. uwll
Assist patients in their adjustment to life on hemodialysis, including education, insurance,
referrals for transplant evaluation; transportation, and supportive counseling.
Medical Social Worker, per diem
Psycho-social assessments; Bereavement risk assessments; Identdy psychosocial issues to create
plans of care; Education regarding hospice care and philosophy.
Program Coordinator May 2000 - May 2001
Information and referral; Maintain grant budget and objectives; Identification of funding
sources; Coordinate educational presentations; Plan community events; Marketing and
community relations; Plan meetings of FAST and Steering Committee; Organize Elder Abuse
Survivor Support Group and conduct home assessments with attendees.
Freseniw Medical Care - Kearny Mesa clinic
The Elizabeth Hospice
San Diego Fiduciary Abuse Specialist Team (FAST)
Internships
Casa de las Campanas 2000-2001 School YW
Created and implemented a dementia training program (inc. a Dementia Care Handbook);
Developed a resource center for residents; Evaluation of Social Services Dept.; Created a policy
and procedures manual for Social Services department; Assisted in Quality Assurance audit for
SNF; Authored an Employee Satisfaction Survey for all staff.
Redwood Elderlink 1999-2000 School Year
Conducted in-home psychosocial assessments; Provided counseling and social work
- interventions; Worked with families to identify and coordinate services; Developed and
facilitated sensory stimulation group; Administration of mini-mental exam; Participated in
multidisciplinary team meetings; Assisted in developing individual plans of care.
Nancy Vargo, LCSW - Field Instructor
Lisa Holland, LCSW - Field Instructor
1
Grant Writing Experience
e Prqect Wildlife Education & Outreach 2001
e REACH Program (Resource, Education, Assistance to Caregivers & Helpers) 2001
e Elder Abuse Education and Support Project 2001 (two versions)
e Elder Abuse Survivor Support Group ZOO0
Support Group Transportation 2000
e San Diego Fiduciary Abuse Specialist Team (co-authored) 1999
-
Volunteer Experience
e Project Wildlife, "volunteer grant writer" 2001-present
San Diego Alzheimer's Association Safe Return Program 1999-present
Safe Return Program 1999-2001
Elder Abuse Prosecution Unit, San Diego District Attorney's Office 1999-2000
"Volunteer Elder Abuse Advocate"
C.S.U. Northridge Children's Center 1998-1999
e Northridge Medical Center, Transitional Care Unit 1998-1999
Technical Skills
Proficient in ACT, WordPerfect and Microsoft Applications (Word, Powerpoint, Excel,
Publisher, Works), as well as obtaining research and navigation of the Internet.
.. - Professional Memberships
SDSU Alumni Association, Social Work chapter, member 2001-present
National Association of Social Workers, member 1999-present
Graduate Social Work Association, member 1999-2001
2
Project Budget
Organization: Communitv Care for Adult$
Project Name: Reanside Adult Dav Center - Flnandal Assistance
Pmram
ITEM CDBG OTHER FUND TOTAL
AMOUNT AMOUNT SOURCE AMOUNT
Salaries and Fringe $10,OOo
(To off& cost of Schohmhip)
$10,7H)
city of S10,OOo
Carlsbad
City of $10,750
Oceanside
Salaries and Fringe $18,630 Area Agency $18,630 4
(To offset cost of Scholarship) On Aging
$1 ,000 Donations $ 3,410
$5,000 Mix. Grants $ 5,000
TOTAL Project Budget $47,790
*Note: To date the agency has not received commitments from any
other sources to fund scholarships for low income clients.
- CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM FUNDING PROPOSAL APPLICATION
2002-2003
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
The application must not exceed a total of fifteen (15) pages, including the required attachments
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
as listed in the Checklist of Required Documents. Ten copies of the completed application
package, including attachments, must be submitted prior to December 20th to Frank Boensch,
Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B, Carlsbad, CA 92008.
ADMINISTRATING AGENCY
Name of Agency: Meals-on-Wheels Greater Son Dieao, Inc.
Address: 2254 San Diego Avenue, Suite 200, San Dieao, CA 921 10-2944
Federal Tax ID Number: 95-2660509 ~~~ .
PROPOSED PROGRAM/PROJECT
Title of Pragram/Project: Meals-on-Wheels Carlsbad
- Location of Program/Project: City of Carlsbad
Contact Person: Karen Amoroso Telephone No.: 1 619 I 260-61 10
Requested Funding Amount: $ 6,000.00
Bdef 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 programlproject,
etc.):
Carisbad volunteers deliver meals every day to Carlsbad residents. Meals-on-Wheels Carlsbad
continues to deliver 2 meals a day to approximately 50 residents of Carlsbad. Over the course of
the coming year, we will assist approximately 300 individuals. Our mission is to help seniorc ctfl:,
indy and in the. The average age of a Meals-on-Wheels
re lplent IS^ and two-thirds are considered "low-income"
Meals-on-Wheels Greater Son Diego is the only service in the area that delivers two special-diet
available.
meals a day into the home. Diabetic, low-fat, low-sodium, bland and general meals are
v3
. Clty of Cadrbad
2001-2002 CDBG/HOME Funding Applicdon
Page 2
I. ORGANIZATIONAL ABILITY/CAPACITY ,-
A. This agency is:
E Non-profit 0
0
For-profit
0
Local public agency
Other (Please specify.]
0 State public agency
B. What is the purposelmission of the agency?
To help seniors remain independent and in their own homes.
C. How long has this agency been in operation? Please include the date of
incorporation?
Serving Since 1960, incorporated in 1970,
D. How long has this agency been providing the proposed programlproject?
42 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.]
Roger Bailey, Ph.D., is PresidentKEO
Charlie Fleishman is Services Director
Ellen Baron is Director of the North County Division of Meals-on-Wheels
G. Please indicate your agency's level of experience with the CDBG/HOME program.
CDBG/HOME Droaram: 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
E Considerable experience, more than 5 years of using CDBG/HOME funds.
Moderate experience, 4 to 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
agencylorgonization?
E No 0 Yes
If yes, please explain nature of finding(s1 and how finding(s) has been addressed
by your organization.
. . City of Carlsbad
2001 -2002 CDBG/HOME Funding Application
Page 3
11. FINANCIAL CAPACITY/STABILITY -
A. Please submit the proposed budget for the programlproject. 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 (2000-2001 and 2001-2002) for the proposed
program/project?
Sources of Fundinq
CDBG
Community Activities (General Fund monies)
No
0 - Yes
0 0
0
If yes, please indicate amount and status of previously awarded funds (fully
expended, funds remaining, program/project discontinued).
CDBG/HOME funds
Amount Received Status
$5,000 2000-2001 program in progress
B. Did you receive any federal funds, including CDBG/HOME funding from other
cities, last year (July 2001 - June 2002)?
0 No 0 Yes (Please list funds below.)
Proaram Source Amount Received Proaram Source
CDBG Escondido $1 5,000
Received
CDBG Chula Vista $14.000
CDBG Encinitas $ 9,500 CDBG El Cajon
CDBG Santee
$ 6,025
$14,000 CDBG La Mesa $1 1,000
C. Will additional CDBG/HOME funds be required in future years for the project?
0 No 0 Yes
111. BENEFITS 6 BENEFICIARIES
A. How accessible or convenient is the proposed programlproject 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.)
All Carlsbad residents 60 years and older may begin service within 24 hours of
telephoning Meals-on-Wheels.
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 2002-2003 Income Limits for the CDBG/HOME Program)
8 % of clients are at 30 percent or below of the area median income
44 %of clients are between 31 and 50 percent of the area median income
40 %of clients are between 51 and 80 percent of the area median income
8 %of clients are above 80 percent of the area median income
.. . Cliy of Carlsbad 2001 -2002 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 in
well as the population to be served or the area to be benefited. (See
relation to Consolidated Plan housing and community development priorities, as
Consolidated Plan Priorities)
Malnutrition is blamed for 50% of all illnesses contracted by persons in the 75 yean-
and-up age group. A majority of all persons in this demographic suffer from some
level of malnutrition. Our program provides two-thirds of the Recommended Daily
Allowance (RDA) of nutrition.
D. Please indicate the number of clients, by households or individuals, benefiting from
the proposed activity and the percentage that are Carlsbad residents.
300 Households or 300 Persons of which 100% are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
0 No Ei Yes (Please specify)
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
Please specify which special needs populations. (Homeless individuals/families,
workers & day laborers, Elderly, Children, etc.)
- Homebound elderly
IV. IMPLEMENTATION OF ACTIVITY
A. Please submit a schedule for implementation of the proposed construction, rehabilitation,
property acquisition, other construction related or new publiclcommunity 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
Director of Develooment
Title
12/14/01
Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination: -
1
I
I
I
r ROGER C. BAILEY, Ph.D.
2653 Ocean Front Walk
San Diego CA 92109
619-488-7887 Home
619-260-6110 Office
PROFESSIONAL GOAL
To utilize my educational and professional experience to lead public and private
agencies in providing effective services for the community.
EDUCATION
Ph.D. Psychology, University of Humanistic Studies, 1977-78
M.S. Psychology; marriage, Family 8 Child Counseling, Professional School
of Psychology, I 982-84.
Post Graduate Courses in Public Administration, SDSU, 1973-76.
B.A. Public Administration, San Diego State University, 1971-73
A.S. General Education, Southwestern College, 1969-71
EXPERIENCE
Meals-on-Wheels Greater San Diego, Inc., 1992 - Present
Executive Director: Responsible for overseeing this nonprofit corporation with
an annual budget of 2.6 million dollars. Direct the day to day operations of 70
employees. The program serves 1,100 people a day, over 10,000 people a year
countywide, has over 2,000 volunteers, is the largest home-delivered meal provider in
San Diego County and one of the largest in the nation.
I also serve as Chairman of the San Diego Association of Non Profits Senior
Committee, and have worked for the last year, through this Committee, in the
development of an Elder Agencies Network. I sit on several national organization
boards and committees such as the National Association of Nutrition Programs,
National Association of Aging and Service Programs, Project Meal Foundation, and
the California Association of Nutrition Directors for the Elderly. I participated in
research regarding elder nutrition, including the Elder Nutrition Screening Initiative
project, whose findings should affect how managed-care organizations view treating
elders and their nutrition.
L
Roger C. Bailey, Ph.D.
Page Two
County of San Diego, Area Agency on Aging, 1975 - 1992.
Community Programs Section Chiefnitle VI1 Project Director: Responsible for
the management of $10,000,000 in contracted Nutrition, Legal, Day Care, Adult Day
Health Care, In-Home, Employment and Educational services for the Department of
the Area Agency on Aging. Directed 10 professional employees in the administration,
evaluation and monitoring of service delivery and fiscal compliance for 105 community
service contracts. Develop comprehensive procurement procedures and supporting
documents, negotiate contracts, develop unit cost/fee for service contracts by
analyzing senior service needs and determining appropriate services.
Youth for Progress, Inc., 1969 - 1975.
Executive Director: Directed the day to day operations of a nonprofit
corporation with 80 employees, 16 projects, 10 centers throughout the county and an
annual budget of over $2,000,000. This agency provided services to at-risk, low
encouragement for academic development.
- incornelminority youth as a diversion to gang activities in addition to providing
U.S. Army, 1966 - 1969, Honorable Discharge.
Army Intelligence, Combat Photographer.
City of San Diego, 1962 - 1965.
Senior Recreation leader, South San Diego.
ADDITIONAL JOB-RELATED SKILLS
Computer skills: Daily utilization of Word Perfect on IBM compatible hardware.
Certified State Ombudsman.
RESUME
Charles W. Fleishman
9868 Rimpark Way
San Diego, CA 92124
BACKGROUND
Skilled Coordinator with expertise in general management, supervision, program
development and staff development. Proven success in conceiving, designing, developing and
implementing programs. A creative, energetic and motivated manager who is people oriented
and able to develop positive working relationships with both employees and clients.
KEY SKILLS SUMMARY
General Management and Supervision, Planning and Program Development, Network
Development, Administrative Planning, Budgeting, Policies and Procedures, Staff
Development, Team Building, Training, Communication and Grant Writing.
SELECTED ACHIEVEMENTS
PROVIDED LEADERSHIP: Assumed program management and provided consistent
consistent procedures, problem solved to improve daily operations, established goals and
expectations and followed through to achieve results. In the first year, the program met or
exceeded all of its established service delivery goals.
CREATED NEW PROGRAM: Developed program structure, recruited, hired and trained
staff, negotiated working agreements with governmental agencies, and implemented program
operations. Coordinated the creation of policies and procedures, job descriptions, operational
plans and organizational structure. In three years, the program doubled in size and earned
over $2.4 million in cost of care fees for the parent agency.
IMPROVED CLIENT SUPPORT: Assessed the needs of the client and responded by
providing timely information to key individuals. Performed as liaison between the agency and
the client; coordinating plans, solving problems, and ensuring service delivery. Within 18
months, average referral base increased by 90%.
DIRECTED NEW PROGRAM: Provided leadership for first three years of new program's
operation. Created program philosophy and identity, provided ongoing training and staff
development and actively promoted the program with key government officials and the
general public. For the first three years of operation, the program produced a 65% success
rate and was nationally recognized by earning the Take Pride In America Award.
- leadership to improve operations, Stabilized staff team, developed and implemented
,-
Charles K Fleishman 9868 Rimpark Way, San Diego CA 92124 858-268-4425 fa 858-268-0509
L
DEVELOPED COMMUNITY BASED RECOVERY SUPPORT PROGRAMS: Hired
facilitators, developed Memorandums of Understanding, instituted a family based support
and education program in local high schools. Planned, organized and conducted Community
Awareness Seminars to promote program and raise awareness. Program was recognized by
the San Diego Prevention Coalition.
SELECTED AND TRAINED NEW STAFF TEAMS: recruited and hired staff for a new
program. Developed and provided formal training, created job descriptions and coordinated
training on practices and procedures. Provided individual coaching to solve problems and
promote professional growth.
PROFESSIONAL EXPERIENCE
.-
Meals-on-Wheels Greater San Diego, Inc.
Services Director
Division Manager, Metro Division
PARTS San Diego, Chief Operating Officer
Arizona Boys Ranch, Phoenix, Arizona
Community Services Coordinator
Program Director
Director of Programs
Program Director
Case Worker
Village Inn Pizza Parlors, Inc., Manager
2000-Present
2001-Present
2000-2001
1998-2000
1981-1998
1992-1998
1989-1992
1987-1989
1984-1987
1981-1984
1973-1976
Currently serve on the Board of Directors for the San Diego Council on Aging.
EDUCATION
Arizona State University
Tempe, Arizona
Social Work, 1981
References furnished upon request
Charles K Fleishman 9868 Rimpark Way, San Diego CA 92124 858-268-4425 fax 858-268-0509
f"
Attachment C
MEALS-ON-WHEELS CARLSBAD
- Proposed Budget 2001-2002 -
Meals-on-Wheels Carlsbad Expenses
Cost of delivering 36,500 meals $154,030.00
(50 clientslday, 2 mealslday,
$4.22/meal, daily service)
$154,030.00
Meals-on-Wheels Carlsbad Revenue
Client fees (@$5.50/day) $100,375.00
Private donations 47,655.00
*CDBG Carlsbad 6.000.00/
$154,030.00
*All CDBG income is used to purchase meals.
Attachment D
Meals-on-Wheels Carlsbad will begin service July 1, 2002 and continue through
June 30,2003.
City of Carlsbad
2001 -2002 CDBG/HOME Funding Applicdon
Page 1
COMMUNITY DEVELOPMENT BLOCK GRANT//HOME PROGRAM
CITY OF CARLSBAD
FUNDING PROPOSAL APPLICATION
2002- 2003
The following information must be completed by each penon/agency/organization interested in
being considered for CDBG/HOME funding. All information requested mus_t 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-
and Redevelopment Department, 2965 Roosevelt Street, Corlsbad, CA 92008.
age, including attachments, must be submitted prior to December 20st to Frank Boensch, Housing
ADMINISTRATING AGENCY
Name of Agency: North County Council on Agina
Address: 1400-B Vale Terrace: Vista. CA 92084
Federal Tax ID Number: 954181018
PROPOSED PROGRAM/PROJECT - Title of Programproject: Support Services for Carlsbad Seniors
Location of Program/Project: Same as above
Contact Person: Deb GilleSDie Telephone No.: 17601941-3212
Requested Funding Amount: $ $9,769
Brief Desciptlon of Prograrn/Projed (Describe the work to be performed, including the activities to
be undertaken or the services to be provided, the goals and objectives of the programlproject,
etc.):
Problem: Our population is arowing older and livina longer. Carlsbad has a larae senior Popula-
tion (individuals 60+), many of whom are low income, functionallv challenaed, and frail. A com-
mon woblem is lack of support services that are vital for remainina independent in the comfort of
their own homes. Between 1990 and 2OOO. Carlsbad's senior population arew over 112%. and
proiections indicate an additional 40% increase in the senior population by the end of this dec-
ade. This rapid increase has areatlv stressed our ability to wovide sup~ort services and has had an
especiallv adverse effect on the older frail senior population, 75+ years of age. Many of these
seniors have health-related problems, lack family support, are in qeoaraphic or social isolation
andlor are victims of crime, abuse, accidents, acute illness, etc. The arowina number of seniors
who are at risk of losina their independence because of these factors makes it vitallv important
that we build the capaciiv of our communiiv and our organization to respond to current needs
and mepare for increased demand for these services.
Sdufion Summary: At the North County Council on Aaina we are convinced that most older per-
sons can live out their lives, with a little bit of help, in surroundinas that can kina them iov and al-
leviate their loneliness. We believe that services can be wovided to help a larqe portion of our
elderlv population remain within the community. The solution of coordinatina social and wellness
services for the homebound elderlv is crucial. Institutionaliiation can be deferred and, in many
cases, avoided all together. Our rxoaram of service is broken into three cateaories: (1 I Transpor-
tation, 121 Case Manaaement, and I31 Homemakina Services.
2001 -2002 CDBG/HOME Funding Appllcdion CHy 01 Carbbad
Page 2
Proaturn Component Descripfions:
I-
Td VouchedErcort TransDoltation
1
fl
inadeauate and Drovide tremendous access barriers to frail seniors. These seniors can be classi-
fied as an 'ati'isk', nealected seament of our Dopulation because their special needs for trans-
portation are often overlooked and underestimated. Manv older seniors usina services wovided
bv fiied route tvpe svstems report such exDeriences as sianificantlv untimelv Dick-UDS. trip denials,
lona waitina lists, missed WDS. and trim of excessive lenath. Thev also reDort excessivelv lona waits
at bus stops. dealina with confusina transfers. canceled aDDointments. etc. All this often results in
frustration, confusion and perceptions of mal-treatment. especiallv for older. frail seniors who may
have health woblems, critical transDortation needs. vet are dependent on Public transportation.
The Taxi Voucher Svstem is a sDecial Droaram helDina to fill voids in areas where assis-
tance is needed in coDina with senior tranmcftation woblems. NO other service offers 24 hr. re-
sDonse. almost an immediate rewonse to a Dhone call. abilitv to a0 places where bus transDorta-
tion does not. and arovides individual escort tvDe services where drivers help seniors in and out of
cabs, handle aroceries, etc. Clients are assessed for eliaibilitv and the DhVSiCal abilltv to use the
taxi proaram. A senior usuallv receives two vouchers for each round WD. Senior citiiens who re-
" ceive vouchers can use them for transportation to a medical care facilitv. doctor's office ap-
pointment, theraDv and food ShoDDinC&
for themselves and develop aoals and strateaies to achieve and maintain their optimal level of
social and economic functionina in a non-institutional livina environment. This is a service di-
rected at coordinatina existina resources to assure comwehensive, aowowiate and continuous
care for seniors on an individual, personal basis. This includes identifvina Droblem areas, Dlanninq
and arranaina deliverv of services and monitorina service wovisions and outcomes. Our aaency
presentlv has manv older seniors in the Carlsbad area in need of comprehensive case manaae-
ment services. Our obiective is to establish a hiahlv effective, comwehensive and intearated aD-
pp
8
*
Screening, Intake &Assessment Care Planning
Service Authdzation/Arrangement Case Monitoring
Outreach, Visiting &Telephoning Information & Referral
Homcmddnzl Svwortsarvkes - Homemakina services are a critical element in heloina the frail elderlv remain indeDend-
ent in their own home. In-home SUDDO~ service is desianed to assist older persons who need helD
in safely comDletina activities of dailv livina. Services wovided include routine home mainte-
nance such admeal DreDaration.bacuumina, dustina. laundrv. showina. runnina errands. com- c___ / ______
2001 -2002 CDBG/HOME Funding Application
Page 3
panion care. and assistance with Personal care as needed.
city of Cdad
,"
Our proaram taraets the frail, older, low-income seament of the waulation because the
threat of beina institutionalbed is far areater for seniors who cannot afford the mesent hiah costs
associated with the provision of this service. U.S. Census infmation from 1990 shows that 16.5%
seniors 60+ are below DOVW level and bv 85 vears of aae, 30.6% are below the Dovertv line. Thg
averaae cost for Homemakina services in the reaion is amxoximatelv $15.00 ~er hour. Few seniors
on fixed incomes can afford this service at an averaae use of 6 hours service per week. Some
seniors require full time live-in care at incredible expense. Aaain, no other communitv aaencv or
proarams address the same problems or taraet the same older senior PoDulation we do here.
Documentation - Data base information on the taraet arouD is routinelv distilled from case files
fl
1
location of clients are recorded. analvzed and evaluated on a client, service and rxoaram level.
aoal achievement, aualitv of life, imwoved attitude and atxxorxiate use of services provided.
Project Goals and Objectives, 2001 -02
Proposed Service LeveVYr. -
Taxi Vouchers 350 one-way trips
Case Management 250 hours
Homemaking 150 hours
Unduplicated Clients Served 300 senion
Service priorfty Is always given io ihose senion In ihe greated economk and social need.
1. ORGANIZATIONAL ABILITT/CAPACITY
A. This agency is: El Non-proflt
0
For-profit
Local public agency State public agency
0 Other [Please specify.)
B. What is the purpose/mission of the agency?
T4Y
indeDendent in the comfod of their homes livina a healthv, safe and dianified life.
C. How long has this agency been in operation? Please include the date of incor-
poration?
p
disabled since 1978.
a%
cw or carlrbad
Page 4
2001 -2002 CDBG/HOME Fundinq Application
D. How long has this agency been providing the proposed prograrnlproject?
NoCCoA has been providing senior support services to Cdsbad residents since 1978.
Each year of operation we have expended as much as 20% of the Agency's total annual
budget on Cdsbad services. In 1983 NoCCoA received a contract to provide In-Home
Support Services through the Area Agency on Aging (Now Aging and Independence
Services). In 1988 we began providing Case Management/Counseling sewices to seniors
through a program funded by the United Way of San Diego. We have just completed a
three year contract to be &e provider of In-Home Support Sewices (MSS) for the County of San Diego
io No& COM~~. We have an established program that is weii known and respected in the
community. We have access to the population targeted in this proposal through our ex-
tensive community networking 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 region. Agency awards have included: OuManding Delivery of Soda1 Servker from
Aging & Independence Services, County of San Diego (1992), lhe Project CARE Award
service to seniors and our community.
[ 1994). and many State, County and local awards over the years for our staffs dedicated
E. Pease submit an organizational chwt for the agency as Attachment A.
E. Please describe the agency's existing staff positions directly responsible for the
proposed programlproject 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, emen'ence, education and emdi ta carry out the obiectives of this
pcoaram. Execulive Director, John Butnett, Mnas over 25 years experience in the field of aeron-
toloav with a sDecialtv in social welfare. He has been with NoCCoA for 17 vears and hebed arow
it from an oraanization with an annual budaet of $4=5,OOO to it current size. He araduated from
Universitv of California. lwine in 1979. In addition to his direct& resDonsibilities, John has SeNed in
a leadership caDacitv on manv communitv boards includina North Coastal Directors Council,
United Way's North County Advisorv Board. Countv Council on Aaina. and the Citv of Vista's Senior
Citiiens Commission.
C.A.R.E. has 20 vem ext>en'ence in the nonwofit arena. She is exDen'enced with devel-
Deb Giltasda. Assistant to the Executive Director and Services Director for Roiect
oaina rxoarams and their budaets, evaluatina woarams, workina with volunteer boards
and committees, and wovidina leadershb and auidance in communitv outreach.
Mishael Pafton, Services Director for North Countv Home Care, a division of NoC-
CoA that wovides in-home services on a law-fee basis, has over 15 years exDerience in
senior SUDD~~~ woararns. Her dearee is in aerontoloav. she has exDerience in case man-
aaement for senim and disabled, investiaatina CornDlaints of senior abuse and con-
ductina diaanostic interviews for studies on dewession and the elderly. She has been ac-
tivelv involved in Dromotina hospice and worked as a hoSDice volunteer.
with Roiect C.A.R.E. for 5 years and has worked with volunteers for over 25 vears. She has
suweme skills in drawina toaether communitv members and oraanizations to serve a
senior issues.
ADDfOXimatelV 56 Homakers.
Nadlna Kalna, Proiect C.A.R.E. Manaaer, has a B.S. in Publicwelations, has been
Our TrCInSDOriatiOn Scheduler has been with NoCCoA for over 10 vears. We emDlovee
F. Please indicate your agency's level of experience with the CDBG/HOME program.
CDBG/HOME woara
0 No or little experience, up to 1 year of using CDBG/HOME funds.
m:
0 Some experience, 2 to 3 years of using CDBG/HOME funds.
0 Moderate experience, 4 to 5 yean of using CDBG/HOME funds. El Considerable emerience. more than 5 vears of usina CDBGG/HOME hmQ.
CHy oi Catlrbad
2001 -2002 CDBG/HOME Funding AppUcclWon Page 5 -
G. If you have received federal funds, including CDBG/HOME funds, in previous years.
have program violation findings ever been made against your ency/organization?
El No 0 Yes
If yes, please explain nature of finding(s) and how finding@) has been addressed
by your organization.
II. FINANCIAL CAPACITY/STABILllY
A. Please submit the proposed budget for the programlproject, 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 pro-
gram/project?
Sources of Funding - No
CDBG 0 El
Community Activities [General Fund monies) El 0
If yes, please indicate amount and status of previously awarded funds (fully expended, funds re- - maining, program/project discontinued).
Amount Received Status
CDBG/HOME funds 99/00 $5,000
00/01 $5,000
Program completed
Functioning Program, funds
allocated to be fully spent
Community Activities $0 by June 30,2002
8. Did you receive any federal funds, including CDBG/HOME funding from other cit-
ies, last year [July2OOO - June 2001)?
0 No El Yes [Please list funds below.]
Proaram Source Amount Received
Encinitas $ !0,200
Vita $ 6.000
C. Will additional CDBG/HOME funds be required in future years for the project?
0 No El Yes
Ill. BENEFITS I BENEFICIARIES
A. How accessible cf convenient is the proposed programlproject 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.)
Services are easily accessible to Carlsbad residents. in-home support services are pro-
vided lowcost to the client in their home and at their convenience. Seniors needina case
manaaement and counselina are visited at their residence bv a aualifled. experience
Ctty of Cadrbad
2001 -2002 CDBC/HOME Funding Application
Page 6 -
case manaaer and those aualified to receive taxi vouchers receive them in the mail at
their home. Taxi cabs Dick Carlsbad senior residents UD at their homes. deliver them to the
site of their choice, and then take them home. NoCCoA has a 24 hour 800 number and
we are available 24 hours a day, 7 davs 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 CDBGlHOME Program]
74 % of clients are at 30 percent OT below of the area median income
21 7% of clients are between 31 and 50 percent of the area median income
4
1
%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 pro-
posed programlproject. Include the need of 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 woaram of In-home SUDDO~I services, case-manaaement and tanspof-
tation address Carlsbad's Communitv DeveloDment Obiective #3, SDecificallv to
seniors and disabled served are at 30 Dercent or below the area median income.
provide social services to low-income elderlv and disabled adults. Almost % of the
Qualified individuals receive personalied home and Dersonal care. case man-
free taxi vouchers which auarantees a way to meet criticai transDortation needs
aaement & counselina. assistance with financial management (bill Davinal and
for medical amointments and arocerv shomina. The program meets the Na-
tional Obiective # 1 : Provide direct benefit to low and moderate income Dersons.
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 350 Persons of which 100% are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
0 No 0 Yes (Piease specify]
Please specify which special needs populations. (Homeless individuals/families.
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
workers B day laborers, Elderly, Children, etc.)
NoCCoA taraets low income, frail elderlv and disabled individuals, with an emDha-
sis on the older senior DoDulation. those seniors 75+ who are disabled and eco-
nomicallv challeaslsd- /"--
IV. iMPLEMEN1ATK)N OF ACTlVlTY
A. Please submit a schedule for implementation of the proposed construction, rehabilitation,
property acquisition, other construction related or new publiclcommunity service pro-
funds awarded within the program year. I, the undersigned, do hereby attest that the above in-
gram/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME
formation is true and correct to the best of my knowledge.
-
CHy of Carisbad
2001 -2002 CDBGfHOME Funding Application
Page 7 -
Attachment D, Schedule of implementation not included as this Lr a continuation of services.
Service priority is always given to those seniors in the greatest economic and social need.
Support for this program will insure that frail elderly Carlsbad 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
Interim Executive Director Dec 20,2000
Signature Title Date
~~~
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Ellgibility Determination:
r N
U
r m N 0 m P
.- 1 E 0
0 0 j
v)
- John Burnett, Executive Director
North County Council On Aging, Inc.
EDUCATION: BA June 1979, Social Ecology, University of California,
Irvine, CA (GPA 3.10)
AA June 1977, Psychological & Social Services, Palomax
College, San Marcos, CA (GPA 3.75)
ExJmmmE: EXECUTIVE DIRECTOR - North County Seniors In Action, Inc.
Vista, CA (July 1991 to Present).
Overall administrative responsibility for the management of the agency including program
planning and development, fund raising, supervision of paid staff and volunteers, establishing policy &
procedures, community and public relations.
PROGRAM DIRECTOR -North County Seniors In Action, Inc.,
Vista, CA (July 1986 to July 1991).
Grant writing, developing programs, proposals, operational budgets, etc. Responsibilities
included working and communicating with a wide variety of individuals and community organizations.
PROGRAM COORDINATOR - North County Seniors In Action,
Inc., Vista, CA (July 1983 to June 1986).
Budgeting, record keeping and related duties. Personnel management, contracting, service
delivery and financial management. Planning, organizing and implementing new programs and services.
OUTREACH WORKEWSUPERVISORY AIDE - Allied Home Health
Association, Kerny Mesa, CA (March 1980 to September 1982).
Community relations and education, working closely with senior centers, hospitals and other
agencies in the region. Supervisory responsibilities included the hiring of in-home support personnel,
solving problems related to personnel/client scheduling and placement. Other responsibilities included
coordinating services with nursing staff or other agencies, dealing with three separate in-house service
programs, providing training, making client assessments and evaluating program statistics.
PROGRAM DIRECTOR - Palomar College Student Help Center,
San Marcos, CA (July 1976 to June 1977).
Directed the activities of the center which included a tutorial program, information & referral,
student housing & drop-in center. Supervised paid staff and student volunteers, served as a peer
counselor. Organized guest lectures and workshops, Planned and implemented student orientations,
counseling and registration. Developed budgets and programs for the center.
~- Volunteer Position: St Paul's Lutheran Day Care, 4/94 - 12/95, Bookkeeper, Part-time
Set up Accounting System using GRC software and trained office personnel on use of system.
Assisted Principle in establishing policies in accordance with State and Federal Gov't Labor laws.
Reported to School Board and Church Council on Financial activity of Day Care and School.
Wholehealth Educarors, 6/84 - 12/86, Business Manager, Full Time
Set up complete office for 12 bed facility for emotionally disturbed teen-age boys.
Complete general secretary and office responsibilities in one person office.
Maintained accurate records for State of California Licensing Agency for Group Homes
Maintained accurate accounting records for CPA and State Foster Care Rates Bureau.
Maintained patient charts for counseling business.
Efficient in use of Microsoft Excel, Word for Windows, Wordperfect 6.0, Lotus AmiPro, Lotus
123 for Windows, Peachtree and Quickbooks Accounting Software, Ceridian
Payroll Services Software & Encore and Report Writer.
53
Deb Gillespie
1589 Live Oak Road, #85
Vista, CA 92083
760-597-1 065
M.A.; Developmental Psychology; University of California, Los Angeles, CA, 1983.
B.A.; Psychology, California State University, Fullerton, CA, 1981.
B.S.; Child Development; California State University, Fullerton, CA, 1981
Employment:
10/00 - Present North Cmn@ Council on Aging
1400-B Vale Terrace
Vista, CA 92084
,- Currently employed as Services Director - Project CARE. Duties included supervision of Project
CARE offices and st& in Vista, San Marcos and Fallbrook, fhd development and support to the
Executive Director.
Also, as of October, 2001, is performing as Interim Executive Director while Executive Director
is on a leave of absence.
6/98 - 8/99 NonPro$t Resources, Co.; Owner, Consultant
P.O. Box 191
Drake,CO 805 15
Consulted with various non-profit agencies as well as with the State Department of Rehabilitation.
Projects involved grant writing, teaching grant writing and marketing seminars, helping to plan
special events, newsletter production, mediation, writing business plans for a local youth center.
My work with the Dept. of Rehabilitation included assisting disabled individuals in conducting
their own needs assessment and writing their own business plans to enable them to achieve
relative independence. I spent last winter working with the Objiwa Indians in Michigan. I was
assisting a company developing a pay plan for their casino and hotel.
- .. .
- 10191 - 8/98 Coordinator of Volunteer Services
City of Loveland
500 E. Third Street
Loveland, CO 80537
Recruit, interview, screen, train and place and recognize volunteers within city departments and
community outreach programs. Provide city staffwith training and support as pertains to
volunteers. Supervise selected groups of volunteers. Develop budget and policy for program.
Develop programs within the city to provide groups of volunteers which meet specific large-scale
needs such as the Loveland Senior Police Volunteer program. Prepare reports for City Council,
City Manager and annual reports for staff and community. Present programs regarding the
volunteer program to community and other institutions such as the Colorado Municipal League
and the National Municipal League. Provide consultation to other municipalities regarding
development of volunteer programs. Community outreach includes developing a Volunteer
Coordinators group, a community volunteer recognition program and acting as a community
clearinghouse for local non-profit organizations. Evaluate program on a bi-annual basis. Assist
with grant writing and fimd development as necessary. Write and prepare both employee and
volunteer newsletters. Provide supervision to program staff. Work with the school district to
develop community service opporhmities for high school civics students. Provide public relations
for all volunteer projects and worked with staff on 'public relations' with the city council. Also
was a key, initial member of the City Employee Mediation Program. -
9190 - 9/93 Youfh Empire, L~veId, CO (Volunteer Position)
Chair; volunteer committee, fund development committee. Member, program committee.
Provided services in grant writing for both Federal and private foundation grants.
10189 - 9/90 Executive Director
Sunshine School, Inc.
906 E. Stuart
Fort Collins, CO 80525
Personnel, program direction and training, fund development, public relations, facility
management, board development, recruitment and training of volunteers.
9/86 - 10l88 Executive Director
Girls Club of Oceanside
P.O. Box 221 1
Oceanside, CA 92054
Same duties as previously listed for Executive Director plus interface with city funding and
facilitation of initial stages of a merger with the local Boys Club.
,-
Mishael Patton
North County Council on Aging
846 Williamston, Suite 101
Vista, CA 92084
Mishael Patton, Services Director, with over 15 years experience in
senior support program, oversees the Project CARE progranis .h,three
cities and directs North County Home Care, a division of NoCCoA that
provides in-home services on a fee basis. With a background in
gerontology, she has done case management for seniors and disabled,
investigated complaints of senior abuse and conducted diagnostic
interviews for studies on depression and the elderly. She has been actively,
involved in promoting hospice and worked as a hospice volunteer..
~.'. ., , ,,
..,. . .
Education: BA, Gerontology, University of Oregon
.- Employment Services Director, NoCCoA 1997-present
Officer Manager, Pacific Heart Institute, Santa Monica, CA
Lane Council of Governments, Senior & Disabled Services, Case Manager
University of Oregon, Depression & The Elderly Study, Case Manager
University of Oregon, Widowed Services, Counselor
Home Health Agency, Eugene, OR, Manager
Virginia West, Case Manager
North County Council on Aging
846 Williamston St., Suite 101
Vista, CA 92084
Diego County. Her care plans and case management skills have helped
numerous seniors remain independent in the comfort of their own homes,
deferring, and in many cases, avoiding institutionalization.
Education: Mesa Jr. College, AA Liberal Arts
San Diego State University, BA Social Work
San Diego State University, Certificate in Gerontology
Experience North County Council on Aging, Case Manager 1995-present
Peppertree Cottage ,Preschool, Director 1980-1995
Magic Hours Achievement Center Child, Director 1973-1979
Attachment C
North County Council on Aging
CDBG Project Budget
Carlsbad. I
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2002-2003
The following information must be completed by each penonlagency/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 20th to
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B,
Carlsbad, CA 92008.
Page 1
ADMINISTRATING AGENCY
Name of Agency: From The Inside Out
Address: 606 Cassidv Street Oceanside, CA 92054
Federal Tax ID Number: 33-07 10254
PROPOSED PROGRAM/PROJECT
Title of Program/Project: A. Project ChoicelCROP [Convicts Reaching Out to PeopleJand -~ B. Project Choice-For Girls Only
Location of Program/Project: A. Donovan Correctional Facility
B. Family Foundation Program-Mira Mesa
Contact Person: Priscilla G. Alvarez, DirectorlFounder Telephone No.: 1760 1754-0580
Requested Funding Amount: $ 10,000.000
Brief Description of Prograrn/Project:
A. From The Inside Out, (FTIO), offers families and youth agencies one-of-a-kind juvenile
delinquency preventionlintervention programming. Projecf Choice, (Convicfs Reaching Ouf to
People, [CROP], is owned and operated by R.J. Donovan Correctional Facility) is the only
ongoing prison visitotionlyouth diversion project wa Son Diego County prison. CROP is the
brainchild of an inmate who wantea ta "glve somethrng back" to the community, especially to
help keep kids from making poor choices.
CROP Members, incarcerated felons who have made significant behavior modifications in their
own lives since being locked up, facilitate fhe day - long program. Youth and parents sit
spellbound on the edge of their seats while listening to the inmates tell their stories. Heartfelt
testimonies grip the hearts and the minds of the program participants. Unlike the intimidoting
"scared straight" concept, CROP Inmates get the attention of wayward youth by being honest
and sincere. The youth soon realize that making poor choices like taking drugs, being involved
with gangs, and stealing only end up with bad consequences. The inmates stress the
school, and what horrifying reality awaits the youngster who decides to enter the juvenile justice
importance of respect to family and authority, the necessity of being responsible and attending
system. Youth and parents leave much different than how they first came to the prison.
/ ""
(Word:\APPLICAIIONJ
Revised: 12/20/01
City of Carlsbad
2001-2002 CDBGlHOME Fundina ADDlication - Page 2
B. FTlO is proposing to pilot a new project for young lodies between the ages of 10 ond 19 and
of women’s issues. Therefore, FTlO Stoff and troined community members in colloborotion with
their families. FTIO reolizes thot Project ChoicelCROP is limited when dealing with the uniqueness
California Department of Corrections and female felons will design a program just for women.
Project Choice-For Girls Only will be the only gender specific prison outreo-ogrorn in the
State of California. FTIO has secured the support of Cailfornia Deportment of Corrections
Administration, Fomily Foundations Progrom Administroton and Inmates, and acquired the
assistonce of numerous professionals throughout Son Diego County to pilot this program.
PCIFGO will use CROP as o model, but will address those issues that are unique to women, ie:
Dealing with emotions, Hormones and Changes, Depression and Prison, Homosexuality in Prison,
Teen Pregnancy, Drugs, The Gang Bonger’s Girl, etc. Inmates will toke port in program design
and the development of curriculum. PClFGO Pilot will commence upon receiving adequate
funding. FTlO will begin the Pilot with no less than 10 and no more than 20 young lodies identified
“at risk” by Carlsbod colloboroting youth agencies. lie: Boys and Girls Club, GUIDE, and others.)
Evoluotion and Research components will be written into the project. Notional Lotino Reseorch
Institute will assist FTlO with the evaluation component.
Goal and Objectives:
With the help of Carlsbod CDBGIHOME Funding combined with Callawoy Golf Foundotion
Matching Gront, ,710 expects to accomplish our goofs and objectives.
- ..
P Provide free progromming to 150 Corlsbod youth and fomilies
P 85% of these youth will complete the FTlO progrom
P 75% will decreose truancy at school while completing this program
P 20 girls will participate in the pilot project with FFP
P 15 girls will complete the pilot project
FTIO will serve a minimum of 150 unduplicoted Corlsbod youth and their families through the
Project ChoicelCROP Program and o minimum of 20 unduplicofed young femoles and their
families through Project Choice-For Girls Only during gront cycle 2002-2003.
1. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
X Non-profit 0 For-profit
0 Local public agency
0 Other (Please specify.)
0 State public agency
8. What is the purposelmission of the agency?
From The Inside Out provides progroms for youth, supported by fomily and
community, chollenging them to assess their direction in life, motivoting them to
develop personal integrity to be positive role models and productive members in
Motto: Challenging Youth and Inmates To Moke A Difference. . . society.
Purpose: To capture the attention of youth at risk.
C. How long has this agency been in operation? Please include the date of
incorporation?
FTlO hos been in operation for IO years. ,710 incorporated in March 1996.
Revised: 12/20/01
(Word:\APPLICAlION)
City of Codsbad
200 1-2002 COBGIHOME Funding Apprication
Page 3
D. How long has this agency been providing the proposed program/project?
FTlO has been providing services to the community of Son Diego for 10 years.
E.
Organizational Chart included as Attachment A.
Please submit an organizational chart for the agency as Attachment A.
F. Please describe the agency's existing staff positions directly responsible for the
implementing such a programlproject. [Resumes may also be submitted as
proposed programlproject and their qualifications and experience in
Attachment B but not in lieu of a complete response.)
From The Inside Out staff positions include: Director, Program/Project Manager
and Research Coordinator. Additionally, FTlO is privileged to have a dedicated
volunteer Board of Directors, and several Volunteer Staff Employees. FTlO Staff is
trained formally and informally, and are experienced in all manner of prevention
programming and intervention techniques. Several competency programs and
seminars include: youth resiliency training, social advocacy and cultural
inclusionary practice, conflict resolution and ropes challenge course training and
certification, to name a few. Venues of training range from WASC accredited
post-graduote 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, Son Diego Foundation Workshops, California State
University Evaluation Conference, and Children's Hospital Report Card Evaluation
Project].
FTlO 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 background include Child Psychologist, University
Registrar, Summit School Teacher, Special Education Teacher, Retired
Warden, Department of Corrections Counselor, Sociologist, nutritionist.
parents, and community business persons. Resumes see Attachment B.
G. Please indicate your agency's level of experience with the CDBG/HOME
CDBG/HOME Droaram:
program.
X
0 No or little experience, up to 1 year of using CDBG/HOME funds.
Some experience, 2 to 3 years of using CDBG/HOME funds.
0 Moderate experience, 4 to 5 years of using CDBG/HOME funds.
0 Considerable experience, more than 5 years of using CDBGlHOME funds.
FTlO has received CDBGIHOME Program Funding from the City of Carlsbad
for the past two years. FTlO has met all requirements set forth by the
CDBG administrators.
(Word:\APPLICATIONJ
Revised: 12/20/01
City 01 Carlrbad
2W1-2002 CDBG/HOME Funds Application
Page 4 "
H. If you have received federal funds, including CDBGlHOME funds, in previous
years, have program violotion findings ever been mode against your
agencylorganizotion?
0 No X Yes
F770 has received funding for the past two consecutive years. FTIO is
violation - free with the exception of failing to submit one Quarterly
Progress Report within the allotted time. Secondly, FTlO did not hove o
written policy on Procurement, Equal Employmenf Opportunities And
Nondiscrimination Services. Program Officer, Mr. Frank Boensch
addressed these issues with Director, Ms. Alvarez and action wos taken by
FTlO to correct the problem.
II. FINANCIAL CAPACITY/STABILIM
A. Please submit the proposed budget for the programlproject, itemizing revenues
and expenses, to this application as Attachment C. Indicate how the requested
CDBGIHOME funds would relate to the overall proposed budget.
Proposed OrganizafionlProject Budget for 2002-2003, see Attochment C.
FTlO is requesting CDBG-City of Carlsbad to fund FTlO in the amount of
$ 10,000.00 for year 2002-2003. CDBGIHOME funds will be used to support salaries
of the Director, Project Monager. and Research Coordinotor. The remainder of
various consumable items.
the funds will be used to poy for postage, printing costs, telephone, rent, ond
City of Carlsbad to offer funding to Mafch Granf Funding with Callaway Golf
We are asking for more dollors this yeor for two reosons. One, we are asking the
Foundation at the level of $5,000.00. By motching this gront, the City of Carlsbod
will automotically increase it's dollar for service investment. Secondly, FTlO is
asking the City of Carlsbad support the efforts of FTlO to pilot a new program for
teen girls called, Projecf Choice, For Girls Only. Project Budget for PCIFGO is
$5l,000.00
6. Did you receive any of the following sources of funding from the City of Carlsbad
within the last two years (2000-2001 and 2001-2002) for the proposed
programlproject?
Sources of Funding CDBG YES
Community Activities (General Fund monies) NO
Revised: 12/20/0 I
(WOld:\APPLICATION)
Ciiy of Corkbad 2001-2002 CDBGlHOME Funding Application
Page 5 -
FTIO has received CDBG funding in years 2000-2001 and 2001-2002 for
the purpose of supporting ongoing programming in collaboration with the CROP
Program held at Donovan Correctional Facility. CDBG Funds were used to pay the
salaries of FTIO Staff and Program Facilitators.
2000-2001 CDBG Funds, which totaled $6.000.00, were used to pay the salaries of
the FTlO Staff. FTlO Staff is directly responsible for program delivery, ie: orientation
of participants, (youth and parents), escort to CROP Program at Donovan
Correctional Facility, on sight debriefing, speaking opportunities within the
community, client intake and more. Funds were totally expended and
accounted for at the cessation of grant period. FTlO served 95 youth and families
during this grant cycle.
2001-2002 CCBG Funds, totaling $S,OOO.OO, are being used to pay the salaries of mo
providing pre trip orientation, escorting youth and parent participants to the CROP
Staff who are directlyresponsible for program delivery. This year, in addition to
participated in Carlsbad Police Department's, Juvenile Diversion Program, and is
Program at Donovan Correctional Facility, conducting on sight debriefing, FTIO has
collaborating with Carlsbad's Boys and Girls Club and has begun negotiations with
Carlsbad Unified School District's Assistant Superintendent, Susan Bentley, PhD.
To date, FTlO has used a total of $3,400.00 leaving a balance of $1.600.00 for this
grant cycle. We have served a total oparlsbad youth and families since July I
2001.
B. Did you receive any federal funds, including CDBG/HOME funding from other cities,
last year (July 2001 - June 2002)?
X No 0 Yes (Please list funds below.)
C. Will additional CDBG/HOME funds be required in future years for the project?
0 No X Yes
FTlO will be seeking additional support from CCBGIHOME Funds next grant period,
(2002-2003). FTlO is proposing to the City of Carlsbad financial support in the amount
of $10,000.00. We are seeking financial assistance to create a new program
concept that is designed for young women. This unique program is being designed
developed and facilitated by From The Inside Out Staff combined with the efforts of
volunteer community members and former California Department of Corrections
Warden and Associate Warden. With adequate funding we intend to continue to
provide our usual "standard of excellence'' Project Choice programming as well as
pilot our new program for girls, "Project Choice -For Girls Only".
Revised: 12l20l01
(Word:\APPLICATION)
.- City of Carlsbad
2001-2002 CDBGlHOME Funding Application
Page 6
111 BENEFITS 6 BENEFICIARIES
.
A. How accessible or convenient is the proposed program/project to Carlsbad
transportation provided to and from facility. or relation to public transportation.)
residence (Please be specific such as direct services to client's home,
Project Choice and Project Choice-For Girls Only are easily accessible
and convenient to all Carlsbad residence. FTlO not only hos cultivated a
professionally intimote and long - stonding relationship with Carlsbad Police
Department, but also has developed over the past several years relotionships
with Carlsbad Unified School District, Carlsbad Boys 8, Girls Club and most
recently, North Coast Calvary Church. FTlO has and will continue to serve the
Carlsbad Communityresidents individually os well as in groups, ie: school and
church groups.
FTIO will ogree to provide services to no less than 150 youfh and families through
the CROP Program and no less than 15 ond no more than 20 young ladies
between the ages of 10 and 19 to be the Project Choice -For Girls Only Pilot
Focus Group.
B. Whot 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 2002-2003 Income Limits for the CDBG/HOME Program)
34 % of clients are between 31 and 50 percent of the area median income
29 % of clients are at 30 percent or below of the area median income
23 % of clients are between 51 and 80 percent of the area median income
14 % 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)
Statement of Need
Juvenile crime continues to be o problem within communities. In the fiscal year 2000,
Program with 97 successfully completing this program. FTlO is proud to be a partner
114 juveniles, all first-time offenders, were served by the Corlsbad Juvenile Justice
in this successful program. The need for continuing these efforts of eady intervention
has become even more imperative with the recent passage of Proposition 21 the
"Gang Violence an Juvenile Crime Prevention Act." This act ossures that youth can
easily be prosecuted ond sentenced as adults thus providing a disrnol future for
young people.
Additionally, with regard to female youth, national statistics show that over the past
1999 Arrest rate of females for violent crimes is 74% above the 1980 rate (OJJDP).
10 years there has been an 8% increase in the property crime index and that the
Indeed, the Son Diego County Boord of Supervisors recognizes these focfs as well
(Word:\APPLICATlON)
Revised: 12/20/01
- City of Carlrbod
2001-2002 CDEG/HOME Funding Application
Page 7
and has Identified "specific program for girls" as one of the top five gaps that
needs to be addressed in Son Diego County with a focus on early intervention.
address these increases.
Clearly, intervention and prevention programs that target girls are necessary to
The need for gender-specific program is vitally important. In their analysis of
national surveys, Owen and Bloom (1995) found that.female prisoners are very
low income, undereducated, and have poor work histories and that over
80% have at least two children. Over 43% of women in prison have been the
victims of physical or sexual abuse. Furthermore. they report that almost 64% of
the female population is incarcerated fora drug-relafed offense.
From The Inside Out offers programs to children and families in the low to
lower income brackets. Our self - improvement and culturally diverse programs are
designed to capture the attention of youth who engage in risky and unhealthy
behaviors and to steer them into socially productive activities. One of the most
powerful indicators for social risk is poverty. Seventeen percent of California's children
live in "high risk" families. Truancy is also a strong indicator for "youth at risk".
Children are the most impoverished population in California. Project Choice is making
persons are served in a non-discriminatory manner while FJlO participants represent a
an impact in Carlsbad and especially the ever growing, Hispanic population. All
majority low to extremely low-income households. According to FTIO intake
demographics, annually more than half of our program participants are from
extremely lowincome households (approximately 800 families [0-30%AMI] served
per year). The remaining half ranges from very low fo average income. Few of our
clients are of median or above average income households. although we are
observing an increase in these demographics.
C. Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents.
2000 Persons are served by FJlO of which 10% are Carlsbad residents
D. Does your agency focus its activities on populations with special needs?
0 No X Yes [Please specify)
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
Please specify which special needs populations. [Homeless individuals/families.
workers 8. day laborers, Elderly. Children. etc.)
FJlO's primary focus is providing intervention programming for "youth at risk" for
abuse, and first time offenders of non - violent crimes. Many clients seek our
truancy, drug use, gang banging, teen pregnancy, neglect, emotional 8. sexual
students, clients, family and children.
expertise and access Project Choice, CROP as a "prevention" tool for their
-
FTlO is privileged fo collaborafe wifh the Cify of Carlsbad on juvenile crime prevenfion issues!
Revised: 12/20/0 I
(Word:\APPLICATION)
Prisciila G. Alvarez ATTACHMENT B=1
- 1725 So Clementine St.
Oceanside, CA 92054
760-757-2767
Education:
High school graduate
Certified Ropes Course Instructor
Work Emerience:
1993 - Present: From The Inside Out. Inc. -Entreprener:
Founder of FTIO 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 FTIO; Convicts Reaching Out To People and Impact Challenge Course,
All planning, management strategies, contacts, facilitation, bookkeeping, speaking, and
preparation for this project.
grants writing has been conducted by the Director. Prior work experience has been the
1993 - 1999 Instructional Assistant- Oceanside Unified School District
Assistant in bilingual kindergarten program. Instruction took place with individual students
with slow learners and ESL Groups. Tutored math and reading to children ages 5 through
and in groups. Many of the children were mono -lingual Spanish speakers. Instruction was
11. Worked with instructors on lesson plans, class organization, presentations, teacher’s
files, and room decoration.
1983 -1993 Parentine 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 - 1983 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, schedulhg,
budgets, and payroll, to floor display, ad set ups, drawing schematics, and general knowledge
in sales.
Alpine in the east, the entire coastal region north to Huntington Beach. Experience includes; Direct Sales experience is extensive, Sales territory ranged from Chula Vista in the south,
sales projections, professional sales techniques. pioneering new territory, and product
awareness.
COMMUNITY SERVICE I AWARDS
St. Anne’s Episcopal Parish - Vestry member 1985- 1988
Golden State Kairos -Board member 1992-1995
Sate of California - Outstanding Volunteer Award - 1997
Women of Merit Award - 1999 Nominee . Juvenile Justice Program - Carlsbad Volunteer Panel Member- 2000
Donovan Correctional Facility
-
. - "0""" 78J Butterfield Lone
Son Marcos. Ca 92069
760.7JO. OS68
sdougla@csusmedu
ELIZABETH W. YOUNG 467 Mainsail Road Oceanside, California, 92051 (760) 754-0678 bethyoung@Wdb.org
OBJECTIVE
Provide multisensory learning experiences that facilitate active participation by all students
Equip learners in the discovery and utilization of their unique learning styles
Develop confidence in learners through measurable accomplishments that result in a greater Sense of
Continue personal and professional development through collaborative work experiences
PROFESSIONAL QUALIFICATIONS
personal/social/professional/ achievement
Bachelor of Science, Texas Woman's University, Denton. Texas
Interdisciplinary Studies; Special Education
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
~ 11/99 present^ Oceanside Reads, Volunteer
Responsibilities: Adult literacy volunteer tutor; lesson preparation; individual instruction in phonics. readina.
and writing. ~. -.
- 212000 - 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
Resoonsibilities: Recruited and SuDervised trainina of volunteers for staffing of Census Questionnaire Assistance
Ceniers (QACs); maintenance of iolunteer schedule for three QACs; maintained supplies at QACs; worked
collaboratively with the Planning Department, Public Library staff, Local Oftice 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 appreckbbn
luncheon.
- -
2/2/96 - 611 5/98 Science Adventures, Master Instructor
Responsibilities: Presented teacher selected science curriculum for grades 1-6 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 instructodmentor for additional Science Adventures staff.
1197-6/97 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
1992-1995 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-1
Project and Organization Budget
Orpanuation: From The Inside Out
Proiect Title: Convicts Reaching Out to People,(CROP) I Project Choice- For Girls Only (Pilot) Project Budget: $18,300.00 Annual Organization Budget: $127,000.00
Project Time Period: August 2002/ July 2003
CDBCCity of Carlsbad Grant Request: $10,000.00
Item I Operating Budget I Proposed Pilot 1 City of Carlsbad I I I ProgramBudget I 1 1 Operating Costs
CDBG Request
I 1 1
Personnel, Salaries: Director
Project Manager $40,000.00 $20,000.00 $15,000.00 $5,000.00
Research Coordinator $7,500.00 $15,000.00 $1,000.00
$7,500.00 $1,000.00
Benefits &payroll $14,000.00
Volunteer St& -$24.000.00
$7,000.00
-$12,000.00
Sub total, Personnel $84,000.00 $42,000.00
-$12,000.00
$7,000.00
consulting
Repairs-General oftice equipment (maintenance & repairs) $1,000.00
Suppliedoftice, cleaning, other
Telephonelfaxlweb
$1,000.00
$4,000.00
TransportationlinsurancelfueVrepairs
$1,000.00 $500.00
$3,000.00 $1,500.00 TraveYentertainmentals $2,000.00 Sub total, Operating erpenses $26,000.00 %9.000.00 $3,000.00
$1,000.00
Non personnel, Capital expenses
Equipment needs: Copier ComputerLap Top & Projector $5,000.00
PC Computer (HF')
$3,000.00
$3,000.00 Computer software $2.000.00 Com&er upgrades, connections, etc
Sub total, Capital expenses I $15.000.00 1 1 $2:000.00
. I 1 1 Total Project Budget I $127,000.00 I %51,000.00 I $10,000.00
- Attachment C-2
REVENUES
GRANTS, DONATIONS AND PARTNERSHIPS
COMMllTED INCOME SOURCES FOR 2001-2002
Albertson's Partnership
Alvarez, Mrs. Priscilla
$300.00 Projected
Callaway Golf Foundation Matching Grant $5,000.00 Confirmed
$3,000.00 Confirmed
City of Carlsbad
Sweetwater Union High School District
$4,000.00 Confirmed
United Way
$4,500.00 Confirmed
Phil and Ann White Foundation $5,000.00 Confirmed
$5,000.00 Projected
PROJECTED REVENUE SOURCES 2002-2003
Community Development Block Grants: + City of Carlsbad $10,000.00 + City of Chula Vista + City of Encinitas
$5,000.00
+ City of Escondido
$5,000.00
$5,000.00
+ City of San Marcos
+ City of Oceanside $7,000.00
$5,000.00 + City of Vista $16,000.00
Alliance Health Care Foundation $50.000.00
Other Projected Revenue Sources:
Boys and Girls Foundation $ 6,000.00
California Endowment $30,000.00
North County Times
San Diego Foundation
$ 5,000.00
$10,000.00
San Diego Prevention Coalition
Tri City Health Care Foundation $ 8.000.00
$ 5,000.00
-
JUVENILE JUSTICE PROGRAM
ATTACHMENT D-1
To whom it may concern:
As the coordinator of the Carlsbad Police Departments Juvenile Justice Program
(JJP), it has been both an honor and a privilege for me to work in association with
Priscilla Alvarez and her agency, From The Inside Out, Inc. for the past several
years. Her expertise of organizing all facets of our trips to the Convicts Reaching
Out to People Program (C.R.O.P.) has proved to be invaluable asset to the success
of our program.
The JJP is a diversion program for first-time juvenile offenders of misdemeanor
crimes who have been contacted by the Carlsbad Police Department. The goal of
our program is to provide prompt intervention and divert young offenders from the
criminal justice system. ,-
Participation in JJP requires voluntary commitment on behalf of the offender and
the consent of the offenders parents. Successful completion of the program
insures there will be no public record of the offense. Each individual's contract
consists of community service hours served in a local non-profit service agency,
various essays or research projects, consistent school attendance, no further
negative contacts with law enforcement, and frequently, mandated participation in
the C.R.O.P. program.
Our participants, both male and female, are primarily residents of North San Diego
County, ranging between 1 1 to I7 years of age, from different ethnic, cultural and
economic backgrounds. They are often from single-parent households, but not
exclusively.
In the past four years, we have referred approximately 300 youth to C.R:O.P.
through From The Inside Out, Inc. (Approximately 10 youth per month). Our
recidivism rate for C.R.O.P. participants has been low; and feedback regarding
their experience has always been extremely favorable from both parents and youth
2560 Qrion Way - Carlsbad. CA 92008-7280 (760) 931-2945 - FAX (760) 930-1264 @
ATTACHMENT D-2
-
We are highly committed to the continued involvementhnclusion of the C.R.O.P.
program as a resource for OUT JP participants. It is our opinion that exposure to
this program is one of the best deterfence to a life of crime for many of the youthhl
offenders we will process through our diversion program.
We fully intend to continue to refer our youth to C.R.O.P. through Ms. Alvarez and
her agency, FROM THE INSIDE OUT, MC. for many yeais to come. If there are
any questions, please contact me at, 760-931-2162.
Respectfully,
Linda L. Ledesma
_- Juvenile Justice Program Coordinator
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
CiN OF CARLSBAD
FUNDING PROPOSAL APPLICATION ”
2002-2003
The following information must be completed by each person/ogency/organization interested in
being considered for CDBGIHOME funding. All information requested &be provided or the
application will be considered incomplete and will not be further evaluated for funding
ccnsideration. 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
aeachments as listed in the Checklist of Required Documents. Ten copies of the completed
application package. including ottachments. must be submitted prior to December 20th to
Frank Boensch, Housing ond Redevelopment Deportment, 2965 Roosevelt Street, Suite B,
Carlsbad. CA 92008.
~~ ~
ADMINISTRATING AGENCY
Name of Agency: Netropolitan Area Advisory Committee on Anti-Poverty @jAc) Project
Address: 22 W. 35th Street, Ste. 200
Federal Tax ID Number: 95-2457354
s-
PROPOSED PROGRAM/PROJECT
Title of Program/Project: Laurel TreelVista Las Flores After-School Program
Location ofprogram/project: Laurel Tree Apartments, 1307 Laurel Tree Lane, Carlsbad, CX 92004 .-
Contact Person: Judy Harper Telephone N~,: (619 ’] 426-3595, Ext 230
Requested Funding Amount: S 19,140 .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
progromlproject, etc.):
The MAAC Project Laurel Tree Apartments and Wakeland Property’s Vista de 1% Flares
in South Carlsbad are home to 166 low-income families of diverse ethnic origins. Located in a
neighborhood where median home values are well over $300,000, this project affords its
residents important opportunities to access good schools, better jobs and safe neighborhoods. It
is important to recognize, however, that along with enhanced opportunities come challenges,
particularly for the youth. Low-income youth and youth of color that reside in high-income,
predominantly white neighborhoods benefit most &om educational and cultural opportunities
when provided with programs to improve academic standing, leadership abilities and physical
fitness. Such programs “even the field” and enable every individual to shine regardless of
income level, skin color or national origin.
To address the special needs of youth at Laurel Tree Apartments, MAAC Project’s on-
site Community Development Specialist has initiated activities including a Kids Club (for middle
school youth), a Girls Scouts troop, a High School Community Service program and computer
lab hours. Through a partnership with the Media Arts Center San Diego, in January 2002, the
youth will begin weekly workshops to learn digital video production. Staff limitations, however,
have prevented PrIAAC Project from expanding these activities. A structured after-school
program would provide an important complementary contribution to current programming. The
young residents of Laurel Tree and Vista de las Flores Apartments are not within walking
distance to youth programs, recreation centers or libraries. Neither of the apartment’s assigned
schools, Aviara Oaks Elementary and Aviara Oaks Middle School. offer after-school programs. (cont’d.)
Attachment to Page 1 - City of Carlsbad 2002-2003 CDBG/EOME Funding Application
Brief Description of ProgradProject (cont’d):
/- MAAC Project and Wakeland Properties have successfully partnered with Greater San Diego
Inner-City Games (httu://www.icgf.org/San Diego/SanDiego.html) on several residential after-
school programs. The Greater San Diego Inner-City Games is part of a national network
(http://inner-citvsames.or@ offering after-school and summer activities to disadvantaged youth
in 15 cities. The mission of the Greater San Diego Inner-City Games is to provide opportunities
for disadvantaged youth to participate in sports, educational, cultural and community enrichment
programs; to build confidence and self-esteem; to encourage youth to say “no” to gangs, drugs
and violence and “yes” to hope, learning and life.
In partnership with the Greater San Diego Inner-City Games, the proposed Laurel TreeNista
de las Flores Apartments Kids Club After-School Program will provide the nearly 100 youth
ages 7 - 17 a safe and structured after-school environment in the community where they live.
The program goals are to:
1) Improve the academic standing of youth participants;
2) Improve the physical fitness of youth participants;
3) Develop the leadership abilities of youth participants;
4) Involve youth participants in community service; and,
5) Encourage parent involvement in youth programming and education.
To realize these goals, the Kids Club After-School Program will build on MAAC Project’s
existing youth programming and provide structured activities during the critical after-school _- hours (3:OO - 7:OO p.m.). The Kids Club Afer-School Program will include: daily homework
tutoring; daily computer lab activities; twice-weekly basketball practice; weekly arts
projects; weekly youth leadership workshops; weekly “Kids Club” eventslmeetings;
monthly motivational speakers; quarterly “Family Time Out” events; quarterly sports
and/or cheerleading clinics.
The program will take place at the Laurel Tree Apartments Community Room, Computer
Lab and Basketball Court. The quarterly “Family Time Out” events take place at San Diego
County cultural and sports venues. The quarterly sports and/or cheerleading clinics will be held
at local parks and recreation centers.
Judy Harper, Community Development Manager at MAAC Project, will administer the
CDBG grant and assist with program development. Judy brings over 10 years experience in non-
profit management and education. Joe Biggers, Executive Director of the Greater San Diego
Inner-City Games, will be a key advisor on programming, community partnerships and resource
development. Ricardo Sandoval, Director of Operations for the Greater San Diego Inner-City
Games, will supervise program operations, advise on staff recruitment and hiring, and coordinate
guest speakers, “Family Time Out” events and sports clinics. He will also provide materials and
programs developed by the Greater San Diego Inner-City Games and support volunteer
recruitment. Ricardo will work closely with Kelly Lupro, MAAC Project’s Community
Development Specialist. Kelly will serve as on-site supervisor for two part-time Youth Program
Leaders. Kelly, a Carlsbad resident, CSUSM graduate and parent of two children, has extensive
experience working with youth. Kelly developed and operated the Learning Communities
program for Community Housing of North County, mentored and supervised at-risk youth for
the EYE Empowerment Center and worked with youth at the Girls Club of Oceanside and camp
Oliver in Descanso. The Youth Program Leaders (to be hired) will each work twenty hours
weekly under Kelly’s supervision. Both MAAC Project and the Greater San Diego Inner-City
Games recognize the critical importance of hiring effective staff. The collective experience of
Joe, Judy, Ricardo and Kelly will ensure that the right staff members are selected and properly
trained for the Laurel TreeNista Las Flores after-school program.
-
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 2
L
I. ORGANIZATIONAL ABiLITY/CAPACITY
A. This agency is: ll Non-profit 0 For-profit
0 ' Other please specify.)
0 Local public agency 0 State public agency
B. What is the purposehission of the agency?
MAAC Project's mission is to address the substantial and largely unmet needs of
the low-income residents of San Diego County. MAAC acts as a catalyst for new programs
that help combat poverty and meet individuals' economic and educational needs.
MAAC Project pursues its mission by offering the diverse communities in San Diego
County a helping hand, by bridging the path to self-sufficiency, and building and
enhancing self-esteem.
C. How long has this agency been in operation? Please include the date of
incorporation?
MAAC Project has been in operation for 37 years. MAAC Project's date of incor-
poration is January 6, 1965.
D. How long has this agency been providing the proposed program/project?
This is a new program at this site, although "seed" activities have been
operating since March 2001. MAAC Project has operated a similar after-school rogram at President John Adams Manor since September 2000. E. $lease 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/pro]ect and their quaiiflcations and experience in
implementing such a program/project. (Resumes may also be submitted as
Attachment B but not in lieu of a complete response.)
Community Develownt mger: Over 10 ycars experience in non-profit management
and education - especially grant administration, cornunity service learning and
ComPunity Development Specialist: Extensive experience working with youth. Devefoped/
work in multi-cultural comunities. MA from UCLA in Urban Planning.
operated Learning Communities program for Community Housing of North County, mentorec
and supervised at-risk youth for the EYE Empowerment Center and worked with youth
at the Girls Club of Oceanside and Camp Oliver in Descanso. BA from CSUSM.
G. Please indicate your agency's level of experience with the CDBG/HOME
program.
CDBG/HOME ~rmram:
0 No or little experience, up to 1 year of using CDBG/HOME funds.
0 Some experience, 2 to 3 years of uslng CDBG/HOME funds.
0 Moderate experience, 4 to 5 years of using CDBG/HOME funds. a Considerable experience, more than 5 years of uslng CDBG/HOME funds.
City of Carlsbad
2001 -2002 CDBG/HOME Funding Application
Page 3
7
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?
eS No 0 Yes
If yes, please explain nature of finding(s) and how finding@) has been addressed
by your organization.
11. 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 (2CCG2001 and 2001-2002) for the proposed
program/project?
Sources of Fundinq
CDBG
Community Activities (General Fund monies)
~~~ ~
- No BI ygs
[XI
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
B. Did you receive any federal funds, including CDBG/HOME funding from other
cities. last year (July 2001 -June 2002)?
0 No W: Yes (Please list funds below.)
Proaram Source Amount Received
City of National City, CDBG $ ~39~~~~0~ $
$
C. Will additional CDBG/HOME funds be required in future years for the project?
W No 0 Yes
WOrd:\APPUCATION) Raw: IO/P/oI
City of Carlsbod
2001 -2002 CDBG/HOME Funding Application
Page A
-.
111. BENEFITS & BENEFICIARIES
A. HOW accessible or convenient is the proposed program/project to Carisbad
transportation provided to and from facility. or relation to public transportation.)
residents? (Please be specific such as direct services to client's home,
The proposed Kids Club After-School Program is 100% accessible (less than
1/4 mile) to the 166 families of Laurel Tree and Vista de las Flores
apartments.
The program site is also ADA accessible.
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 2002-2003 Income Limits for the CDBG/HOME Program)
82 %of clients are between 31 and 50 percent of the area median income
%of clients are at 30 percent or below of the area median income
% of clients are above 80 percent of the area median Income
%of clients are between 51 and 80 percent of the area median income
C. Piease 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)
There is a need to improve the academic standing, leadership abilities and
physical fitness of the low-income youth at Laurel Tree and Vista de las Flores
apartments. There is also a need for greater parental involvement in on-site
programming and education. The Kids Club After-School Program will benefit the
166 families and nearly 100 Laurel Tree and Vista de las Flores youth ages 7-17
by providing a structured daily after-school program during the critical hours
of 3 - 7 pm. The activities will include: daily homework tutoring; daily compu-
ter lab activities; twice-weekly sports activities; weekly arts projects; weekly
youth leadership workshops; weekly "Kids Club" events/meetings/community servfce;
monthly motivational speakers; quarterly "Family Time Out" events; and, quarterly
sports and/or cheerleading clinics.
D. Please indicate the number of clients. by households or individuals, benefiting from the proposed activity and the percentage that are Carisbad resldents.
l66 Households or - Persons of which 100% are Carisbad reside
E. Does your agency focus its octivlties on populations with special needs?
0 No 53 Yes (Please specify)
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
Please specify which special needs populations. (Homeless individuals/families.
workers & day laborers, Elderly, Children. etc.)
Low-income children.
(Word\APPUCAllON)
Revised: lOi9/Ol
Cily of Carlsbod
2001 -2002 CDBG/HOME Funding Applicotion
Page 5
IV. IMPLEMENTATION OF ACTIVITY
A.
rehabilitation, properly acquisition, other construction related or new public/communlty service
Please submit a schedule for implementation of the proposed construction,
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
informationAs truAand correct to the best of my knowledge.
-.
President & CEO 12/20/01
Title Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination:
.-
.-
I- - -1 X
JUDY A. HARPER
_-
CURRENT POSITION
Community Development Manager, MAAC Project
SUMMARY OF QUALIFICATIONS
Successful track record evaluating and developing communitybased
projects; extensive experience in volunteer community and student
organizing; proven success in program and grant adrmnistration, external
affairs and financial tracking; high level of proficiency in applied
community research; collegelevel teaching experience in urban
development and politics; adult teaching experience in ESL and civics;
accomplished public speaker, excellent networking and ‘people’ skills in
multi-&& environments; near-native fluency in spoken and written
Spanish.
PROFESSIONAL EXPERIENCE
Metropolitan Area Advisory Committee (MAACProject) on Anti-Poveny
Cannmrry Derelopmnt Manager (A@ 2001- pmt)
Develops, tracks expenses and administers grants for community
development projects at MAAC Project’s four affordable housing
complexes. Current programming includes community technology
centers, after-school progm and resident involvement/leadership
development projects.
Supervises on-site community development and puth programming
staff.
Develops long-term activity and resource development plans.
Develops and provides staff uaining in community development and
putll programming.
SAN DIEGO DIALOGUE
Pnpam C@er for Rpnd and B& A ffain (1 998 .2001)
SANDIEGOREPERTORY THEATRE
Assoriate Dimor $Ddpmnt (1997)
PUBLIUPRIVATE VENRRES
Cmdq Pn+i E duator (OmyzrplOieb &ad, 1996)
EDUCATION
UNIVERSITY OF WORNIA, LOS ANGELES
]m~Matter$Arts Dqms hU&nPkzmirgC LatinArrPricanStmh
4866 FOND DU LAC COURT. SAN DIEGO, CA 92117
PHONE (858) 274.2037 E-MAIL JUDYHARP@CTS.COM
-. KelIv Anne LuDro
6029 Paseo Acampo #143*Carlsbad, CA 92009
760-476-9556.E-mail k~uDro@maacDroiect.org
EmDlovrnent
May 2001 - present MAAC Project
9
9
9
9
9
9
9 >
Community Development Specialist
Develops resident driven organizing and programs
Promotes resident leadership development
Facilitates resident participation in planning, program implementation and community
building activities
Builds working relationships with local organizations to meet needs of residents
Coordinates programs for residents with resident involvement in planning and
implementation
Supervises onsite interns and volunteers
Assists with fundraising and grant proposals
Manages and develops programming for Community Technology Center
August 1998-May 2001 Community Housing of North County
- 9
9
9
9
9
9
9
9
b
9
9
9
- Program Manager/Housing Placement
Coordinator
Managed and administered 3 agency partnership/collaborative to provide transitional housing
program including coordination of housing and social service needs of families in transitional
housing
Assessed and addressed participant needs
Responsible for pre-screening inquiries, waitlist maintenance and notification of eligibility
Oriented and educated participants on program requirements
Provided residential services to families in transitional housing program including compliance
with house rules, occupancy, health and safety standards and case management plan
Conducted monthly resident rneetings/workshops and resident services at large including
resident advocacy
Monitored contract performance and reporting requirements to county, state and federal
government funding sources
Coordinated housing issues with case managers of partner agencies
Maintained program documentation, budget and vendor payment
Promoted and represented agency and program in the community
Recruited and supervised volunteers and in-kind community service providers for onsite
after-school activities, community events and other resident activities
Cooperatively planned, developed, organized and supervised Learning Communities Program
to provide after-school homework assistance and tutoring as well as computer access and
training as needed to 200+ children of program participants and community residents at
large
1997-1999 EYE Empowerment Center
Americorps Member
9 Participated in 2 year volunteer commitment to domestic peace corps
9 Mentored and supervised at risk youth
P Facilitated group meetings for court diversion program for juvenile offenders with substance
-
abuse related charges
- > Designed, implemented and conducted program evaluation to statistically measure program
participation and outcomes of the agency's mentoring and other youth focused programming
1995-1998 Social and Behavioral Research Institute
CSUSM Research Assistant > Used various computer programs including Excel, Word, Access and SPSS to compile,
> Conducted statistical analysis and reported findings as primary RA on Road Rage study > Participated in evaluation of Boot Camp program for Department of Justice > Assigned as primary RA on program evaluation project conducted for a local social service
9 Assisted in Healthy Families program evaluation, interviewing and collecting qualitative data
analyze and report findings of research studies
agency(qua1itative and quantitative data collection and analysis)
from program participants
Research Supervisor > Conducted data searches pertinent to current studies P Oversaw data collection and interviewing and data entry
9 Maintained employee records including timesheets and evaluations
> Conducted research interviews with study participants > Verified participant information > Tracked research subjects
Research Interviewer
Other EmDlovment ExDerience
9 Community Liaison, Comet Center for Drug and Alcohol Prevention > Peer Educator, UCSD Impaired Driving Initiative
9 CARE Program Assistant/Peer Mentor and Counselor, Educational Opportunity Program and
9 Volunteer, North County Interfaith Council, intake and case management of homeless shelter
9 Assistant Program Manager, Girls Club of Oceanside
P Recreation Assistant, Boys and Girls Club of San Marcos 9 Camp Counselor/Outdoor Educator, Vista Unified School District 9 Unit Leader/Camp Counselor, Camp Oliver, Descanso, CA
9 Preschool Teacher, various preschools in San Diego County
9 Board Member, Vista Townsite Community Partnership
9 Certificate in Child Development, Regional Occupational Program
.-
Services, Palomar Community College
residents
Education
1993-1995 Psychological and Social Services Palomar College
1995-1998 Sociology
2000-2001 Community Economic Development San Diego State University
California State University, San Marcos
..-
Ricardo Sandoval
Greater Sun Diego Inner-City Games
Ricardo Sandoval was born in Los Angeles California. After finishing high
school, he attended San Diego State University where he studied recreational
administration. Mr. Sandoval's experience began when he served as an
elementary school teacher's assistant at Emerson Elementary School from
1989 to 1994. At Emerson Elementary he was also a basketball, soccer,
softball, and football coach. In 1994 Mr. Sandoval supervised a girls eleven
and under basketball team (Police Athletic League) which qualified to take
part in AAU Nationals.
While working at the Elementary School, Mr. Sandoval also worked for the
City of San Diego Parks & Recreation Department from 1990-1996 as a
recreation playground supervisor, where his duties were to implement,
oversee, and facilitate programs for youth. He was appointed to the
playground training staring committee, which he served on from 1991 to
1994. While working for the city, Mr. Sandoval was awarded the outstanding
playground award for two years (1993, 1995). He also coached several
football, basketball, soccer, and baseball teams for the city of San Diego.
Currently Mr. Sandoval is the Program/Operations Director for the Greater
San Diego Inner-City Games, a position he has held since 1997. His
responsibilities are to oversee several programs that involve sports,
education, culture, and to promote self-esteem and self worth for youth in San
Diego County. The program has served 1,000 to 6,000 youth per year. The
position also involves working in collaboration with many private and public
agencies. Mr. Sandoval also supervises staff that directly work with the
children. Since 1997 to now the Greater San Diego Inner-City Games has
expanded yearly programs and events from 50 to 250.
Archie Joe Biggers
Greater San Diego Inner-City Games
Archie Joe Biggers was born in Colorado City, Texas. After finishing high school, he
attended Jarvis Christian College where he earned a B. A. Degree in History. A former
4 Sport Lettermen in college, he taught History, Biology and coached the basketball,
baseball and tennis teams at Fouke-Hawkins High School from 1965-1996.
During the summer of 1996 he served as Camp Director at Flanner House, a non-profit
organization located in Indianapolis, Indiana and later joined the Camp Atterbury Job
Corp Center as a Recreation Leader coaching the football, golf and tennis teams.
Joe joined the U. S. Marine Corps in 1967 and worked his way up from Private to
Lieutenant Colonel. His assignment included two tours in Vietnam and while serving as
a Platoon and Company Commander, he earned a Silver Star and two purple hearts.
His platoon was responsible for capturing the first Russian made 122mm artillery pieces
in the Vietnam War. This action is described in a best selling book titled "Bloods" written
by Wallace Terry. He commanded a Reconnaissance Battalion in Okinawa, Japan and
served with the U. S. Southern Command as the non-combatant Evacuation Planning
Officer. It was in the capacity that he was responsible for the details planning between
the Dept. of State, National Security Agency, CIA and military commands on the
South America. His last assignment was Chief, operation and Training Branch, Landing
Force Training Command, Coronado, where he was responsible for helping to certify all
Marine Expeditionary Units as Special Operations Capable.
He worked for the Police Athletic League as the Operations Director from 1992-1994.
He joined the S.T.A.R. Program as the Operations Director on July 1, 1994, and was
later promoted to the position of the S.T.A.R. Program Manager on August 20, 1994.
S.T.A.R. (Sports Training, Academic and Recreation) is a program designed to deter
juvenile delinquency. It was a program sponsored by the San Diego Police Dept. City
Park and Recreation, San Diego Fire Dept., and City Libraries.
Joe is currently the Executive Director of the Greater San Diego Inner-City Games. A
position he has held since September 1, 1996. He also serves on the Peer Review &
Assistance Committee. A group formed by the National Inner-City Games Foundation
to provide assistance to new and member cities.
In January 1998 Joe became a Special Advisor to the Governor's Council on Physical
Fitness and Sports.
- evacuation of all government officials and civilians living and working in Central and
,-
ATTACHMENT D: IMPLEMENTATION SCHEDULE
Metropolitan Area Advisory Committee (MAAC Project) on Anti-Poverty in Partnership with Greater San
Dlego Inner City Games
1 Laurel TreeNista.de las Flores KIDS CLUB AfterSchool Program Implementation Schedule I
TASKS 8 ACTIVITIES
Pre-Program Activities
Advertise Staff Positions
Conduct interviews/Background Checks
Purchase Program Materials
Develop Annual EvenVActivity Schedule
Market Program at Laurel Tree 8 Vista de las Flores
Plan Opening Reception: invitations. Refreshments.
Program
Prepare Program Registration Materials
Set-Up 8 Decorate Community Rwm
Conduct YL Training
Program Inauguration
Hold Opening Reception
Register Program Participants
Recruit Parents for Advisory Council
initiate Daily Program ScheduleIActivities
Proaram Pilot Period - Conduct Daily Activities as Scheduled
Initiate Monthly Speakers Series
Hold Staff/Supelvisor Meetings
GSlCG Conduct Site Visits
Hold First Quarterly Family Time Out
Hold First Quarterly Sports Clinic
Survey Youth & Parents re Program Satisfaction
Proaram Continuation
Needed
Evaluate Quarterly Results 8 Revise Schedule/Activities as
Continue with revised weekly, monthly 8 quarterly activities/events
Hold Parent Advisory Council Meetings
Develop and Submit Grant Proposals
Track Budget
Complete 8 Submit Funder Reports
When
Jun-02
Jun-02
Jun-02
Jun-02
Jun-02
Jun-02
Jun-02
Jun-02
Jun-02
JuI-02
Jul-02
Jul-02
JuI-02
Monthly
Monthly
Weekly
Weekly
Aug02
Sep02
Sep-02
Quarterly
Continuous
Monthly
Monthly
Monthly
As Required
Responsible
CDM
CDMlCDSlDO
CDS
CDSlDOlED
CDS
CDS
CDS
CDSlResidents
CDSIDO
CDS/ResidenWYUDO/ED/CDM
CDSNL
CDSNL
CDSNL
YL
YUDO
YUCDS
YUCDSIDO
YUCDSIDO
YUDO
CDSNL
CDSICDMNUDOIED
YUCDSIDO
YUCDSIDO
CDMIED
CDM
CDM
NOTES:
ED = Executive Director (GSDICG)
CDM = Community Development Manager
DO = Director of Operations (GSDICG)
YL = Youth Leader
CDS = Community Development Specialist "
' ATTACHMENT E:
Excerpt from LAUREL TREE NEWS. December 2001
KIDS CLUB
CORNER
On Novcmbcr 6, thc Laurel Trcc Kids Club clcctcd thcir officers.
President- Sheena Walker
Vice President- Ariana Itczak
Treasurer- Joseph Eickoff
Secretary-Amarys Molano (not shown)
Sargent at Arms- Derek Farrell(not shown)
Alternate-Bonita Greene
AND NOW A WORD FROM THE KIDS CLUB ............... by
Brittney Holcombe
This month the children from the Kids Club have been planning fantastic things
except there is one problem and that is parents. Miss Kelly is a fantastic per-
son but she cannot handle 20 kids at one time. She needs your help. So if
there are any adults or responsible volunteers at the age of 18 or higher we
would truly appreciate that. The children are opening a store that is going to
be selling chips, candy, drinks, etc. We would also like to have a dance and holi-
day party but we need PARENTS. Lately we have had meetings and they have
been going pretty good. We recently had a talent show and it was successful.
- So parents, get your children and children get your parents and go to Kelly's of-
f ice to get involved with your community.
r' CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2002-2003
The following Information must be completed by each person/agency/organization interested in
being considered for CDBG/HOME funding. AI 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 20th to .-
Carlsbod,CA 92008.
Frank Boensch. Houslng and Redevelopment Department, 2965' Rooseveit Street, Suite B,
ADMINISTRATINGAGENCY BOYS & GIRLS CLUES OF CARLSBAD Name of Agency:
Address: 3115 Roosevelt Street, Carlsbad, CA 92008
Federal Tax ID Number: 95-2131503
PROPOSED PROGRAM/PROJECT TEEN SCENE
Title of Program/ProJect: P i, Location of ProgramlProJect: TEEN CENTER VILLAGE BRANCH
Contact Person: RON SIPIORA Telephone No.: ( 760 ) 729-0207
Requested Funding Amount: $ 2 5 ,o 0 0 . 0 0
Brief DeJcdPfion of PrWam/PrObCt @eSCribe the work to be performed, Including the actidties to be undertaken Or the services to be provided, the goals and objectives of the program/proJect, etc.): b The Teen Scene Program continues to serve Carlsbad community youth 13-18 with a variety
of educational, recreational, and vocational activities. Over the past year more than 200 teens were
served annually, and 35-40 on any given night M-F from 6:00-9:00pm. In addition our Building
Positive Futures Mentoring program has continued with an additional 50 teens being served
annually.
which is our leadership club of 7-10 active members who participate in weekly meetings,
fundraising events, community service, and our Teen Basketball League which has grown from one
Some of the key elements of the Teen Scene Program are our Bright Ideas Keystone Club,
I season and four teams (35 participants) to two seasons and six teams (50) participants.
Support from the City of Carlsbad will assist us in providing not only the above mentioned
programs, but others such as a job readiness program, drug and violence resistance programs, and
life skill programs that assist our teens to be well rounded individual
mentoring coordinator. The teen program has flourished over the past few years with the cities help
and we hope to continue this trend into 2002-3. With your help we can prepare these kids to be
caring, productive citizens of our society.
r Staff includes a full-time Teen coordinator, two part time teen workers, and a full time
City of Carlsbod
2001 -2002 CDBG/HOME Funding Application
Page 2 c
1. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
I3 Non-profit 0
0 Local public agency
For-profit
0 Other (Please specify.) 0 State public agency
B. What is the purpose/mission of the agency?
To provide activities and experiences that enrich the
lives of young people in our community.
L
C. How long has this agency been in operation? Please include the date of
incorporation?
communities for the past 49 years.
Incorporated in 1952, serving Carlsbad and surrounding
D. How long has this agency been providing the proposed program/project?
Targeted teen programming began in 1992. The program started as a 2 night a week effort and expanded to 5 nights a week in
E. 1999. Please submit an organizational chart for the agency as Attachment A.
F.
proposed program/project and their qualifications and experience in
Please describe the agency's existing staff positions directly responsible for the
Attachment B but not in lieu of a complete response.) implementing such a program/project. (Resumes may also be submitted as
Mr. Anthony Wen came to the $GCC in August 2001. Anthony has
Night Live Program Coordinator in Willows California, and a
a degree from Chico State University. Anthony was the Friday
member and president of the Boys L Girls Clubs of Chico Keystone Club. Two additional teen staff, a mentoring coordinator, and
the Village Branch Coordinator support Anthony.
G. Please indicate your agency's level of experience with the CDBG/HOME
program.
CDBG/HOME Droaram:
No or little experience, up to 1 year of using CDBG/HOME funds,
0 Some experience, 2 to 3 years of using CDBG/HOME funds.
0 Moderate experience, 4 to 5 years of using CDBG/HOME funds,
E4 Considerable experience, more than 5 years of using CDBG/HOME funds.
c
(Worc%\APPUCAlION) Rem: IO/9/0l
'L
L
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 3
H. If you have received federal funds, including CDBG/HOME funds. in previous
years, have program violation findings ever been made against your
agency/organization?
PI No r2 Yes
If yes, please explain nature of finding($ and how finding($ has been addressed
by your organization.
It. 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 (2ooo-2001 and 2001-2002) for the proposed
program/project?
Sources of Funding
CDBG
Community Activities (General Fund monies)
- No
0
& gar 0 0
If yes. please indicate amount and status of previously awarded funds (fully
expended, funds remaining. program/project discontinued).
CDBG/HOME funds $25,000.00 Expended
Community Activities
Amount Received
8.
cities. last year (July 2001 -June 2002)?
Did you receive any federal funds, including CDBG/HOME funding from other
X3 No Yes (Please list funds below.)
Proaram Source Amount Received S S S
C. Will additional CDBG/HOME funds be required in future years for the project?
0 No w Yes
Nyord:\ApPUCAnoN) Revised: 10/9/0l
L
i
L
111. 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 facilify, or relation to public transportation.)
The Teen Scene I’rogram is offered at 3115 Roosevelt Street at our Village
Sranch facility in Barrio District ofCarlsbad. The services are highly accessible
to the target audience and eastly accessible by bus and auto to all other Carlsbad
residents. We currently have two 15-passenger vans to transport the teens to
special events, career fairs, college tours, and sporting events
6. 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 2002-2003 Income Limlts for the CDBG/HOME Program)
4 2 % of clients are at 30 percent or below of the area median income
24 %of clients are between 31 and 50 percent of the area median income
18 % of clients are between 51 and 80 percent of the area median income
16 % 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 communify development priorities, as
Consolidated Plan Priorities)
well as the population to be served or the area to be benefited. (See
The primary beneficiaries of the program are low and moderate income teens
who will gain greater economic opportunities while reducing the chance of
becoming involved in crime, drug activity, gangs, and other unproductive
behavior. An increased emphasis on education and community service is helping
with teens’ self-esteem and the public image of our teen population. Since the
majority of our teen participants come from untraditional homes (single parent)
there is rarely anyone available for homework, counseling, or to just be a friend.
Our program tills that void for the teens.
D. Please indicate the number of clients. by households or indivlduals, benefiting
from the proposed activity and the percentage that are Carlsbad residents.
Households or 257 Persons of which 2% are Carisbad residents
E. Does your agency focus its actlvitles on populations wlth special needs?
0 No %X Yes (Please speclfy)
Please speclfy which special needs populations. (Homeless individuals/families,
Persons wlth disabilities, Persons wlth substance abuse problems, Veterans, Farm
workers & day laborers, Elderly, Children, etc.)
AII of our participants are youth 13-18, and not only from low, to moderate
income homes, but we now have 5 teens who are also struggling with a disability.
‘rhese teens are also involved in our Kids in Unison program for youth with
disabilities. This special program assimilates them into our daily program
11clping the achieve a “normalcy” that they otherwise do not encounter.
(Word:\APPUCA~oN)
Revlred IOP/OI
Ciiy of Carlsbod
2001 -2002 CDBG/HOME Funding Application
Page 5 r IV. IMPLEMENTATION OF ACTIVITY
A
rehabilitation, property acquisition, other construction related or new pubiic/communlty service
Please submit a schedule for implementation of the proposed construction,
program/project as Attachment D. The agency must ensure the expenditure of a11 CDBG/HOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above
informatl~n is tYe-Td correct to the best of my knowledge.
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective: r Eligibllity Determination:
-
'i;- .e .s
1
d
Ronald Jay Sipiora
36606 Florida Street
San Diego, California
(61 9) 291 -4292
Employment History
712001 - Present Chief Professional Officer - Boys &Girls Clubs of Carlsbad
Responsible for overall planning and operation in accordance with the mission and
goals of the organization
Provides leadership, direction and support to the Board of Directors in developing
organizational goals, attaininglallocating resources, and establishing policies.
For both Village and La Costa Boys & Girls Clubs, directs the financial operations,
prepares and monitors annual budget, review and approve all expenditures, ensures
financial reports and audits are conducted in accordance with applicable laws.
0 Provide professional leadership to the Board of Directors to assure the development
of an effective and motivated board, including identification, recruitment, training and
involvement of members in meeting the goals of the organization
91199 - 7/2001 Director of ODerations - Bovs & Girls Clubs of East Countv
Responsible for daily operations of two full-service units and three after school sites.
Recruit, train and evaluate staff for all five-program sites.
Coordinate and provide on-going staff development programs including monthly in-
service and annual retreats.
Provide daily supervision, program development and trouble shooting for three Unit
Directors.
Evaluate the needs of all facilities, including staffing, program services, membership,
and provide administrative program budgets and manage revenue and expenditures.
On-going interfacing, on a variety of committees, with members of the BOD related
to specific fund raising events, media relations and community involvement.
Actively participate in monthly Board of Directors meetings, providing comprehensive
information related to program operations, services, staffing, needs and strengths,
Work closely with the Executive Director and the President of the BOD to develop
and implement a five-year strategic plan for the Boys & Girls Clubs of East County.
Member of multiple social services collaborative. Served in several leadership roles
within these partnerships.
Worked closely with the County of San Diego, Department of Health and Human
Services to demonstrate the success of a pilot CALWorks initiative at the El Cajon
Club Unit, which resulted in procurement of an additional $125,000.
Researched potential funding sources at the local, state, federal and foundation
level. Developed and submitted multiple proposals focused on improving the quality
of youth focused services and increasing the scope of program deliverables.
Administer "Commitment to Quality", a system of quality control and utilization review
for program services and delivery.
12/1998-911999 Program Director - Rancho Santa Fe Community Center
Plannedidevelopedkoordinated community wide speclal event fund raisers.
Responsible for day to day operations of program.
Marketed and promoted program and activities to community through local print
Worked closely with BOD and program committee in program design and
Managed, scheduled, and evaluated multiple outside independent contractors and
media.
implementation.
delivery of program.
1211997-1211998 Director of School Programming - Columbia Park Boys &Girls Club
Developed a pilot alternative after-school program at three elementary school sites
Fostered positive working relationships with several local elementary schools.
Led membership recruitment drive for program resulting in exceeding of goals.
Developed and managed program budgets for all three school sites.
during Clubhouse renovation.
411996-1211997
.-
211 994-411 996
Unit Director - Columbia Park Boys &Girls Clubs
Maintained high level of program competency while ensuring safety of 2000 club
members.
Developed several innovative programs including a national winner of the "Program
Excellence" awarded at National Conference.
Evaluated the needs of 35,000 square foot facility, including staffing, program
services, membership and provide administrative oversight for all program site,
including maintenance and repair of facility.
Actively marketed programs to local community through a variety of venues including
print media, and local collaborations.
Program Director - Columbia Park Boys 8 Girls Clubs
Supervised Sports Finess and Recreation, Teen Services, and Social Recreation
programs with three full time and several part-time staff.
Exercised authority in problems relating to members and parents utilizing guidance
and discipline plan.
Assisted DO0 with membership recruitment, and program development.
Keystone Club advisor.
111992-211993 Athletic Director - Columbia Park Boys 8 Girls Clubs
Planned and Implemented Sports Fitness and Recreation Program
Trained and directed junior staff of ten youth members.
1211990-1111991 Athletic Director - Boys 8 Girls Clubs of Santa Ana
Developed, planned, and implemented Sports Fitness and Recreation Program
Education: BA Recreation Administration - San Diego State University 1990
Anthony M. Wen
680 Rainbow Drive
Chula Vista CA, 91911
Objective Seeking a fulltime job in selee/management
Education Chico State University of Chico * Completed four semesters (Business Communications)
Trilingual (English, Chinese and Spanish)
Pleasant Valley High School, Chico CA
* Graduated June 1997
* Honors 3.67 G.P.A.
Experience Brinker International (On the Border)
Food Sever
4/01 ~ 7/01 (916) 789-2220 Joe Pucchi
* Customer service, place orders, delivered food
China Camp Inc.
Sever Trainer 1 Jocha
5/00 - 3/01 (916) 787-3287 Joseph Lee
Extensive menu knowledge, employee supervision
Knowledge of all types of portions of food and sauces
/training
~lenn County office of Education
Friday Night Live Tobacco Mentoring Program Coordinator
7/98 ~ 5/00 (916) 934-6575 ext 41 Lisa Seaton
* Implementing programs and student supervision
employees and students
Quarterly state reports, evaluation of programs,
Extensive alcohol/drugs awareness
Countywide school site education/supervision/ training
and evaluation
Butte County Department of Behavioral Health
Health Education Specialist I
2/97 - 7/98 (530) 891-2891 Kathy Freitas
* Implementing programs and student supervision * Extensive alcohol/drug awareness * County wide school on site education/training
References Available upon request
Expenses
Payroll and benefits
Administration
Teen Scene Coordinator
Part-time
Payroll and Tax Expense
Workers Compensation
Total
Operating Expenses
Accounting
Advertising
Bank Charges
Conferences
Dues to BGCA
Equipment lease
Insurance
Interest Expense
Office Supplies
Outside Services
Postage
Printing
Repairs and maintenance
Staff Training
Telephone
Utilities
Vehicle Expense
Program Supplies
Total Operating
Total Expenses
Boys Girls Club of Carlsbad
Teen Scene Program
12-month budget
13,790
23,000
14,300
4087
2017
57,194
690
300
300
400
900
550
3850
2225
750
650
650
400
2500
400
850
600
1050
2100
19165
76,359
BOYS 81 GIRLS CLUBS
OF CARLSBAD
BOARD OF DIRECTORS
December 2001
Keith Blackburn, Seraeant. Community Services Bailey Noble. Retired
Carlsbad Police Department Col. USMC, City of CarlsbadlPlanning Commission
Dan Cabuco. Jr., Branch Manaaer
US Bank
Liz Carnes. President
Aegis Electronic Group, Inc
Patrick Casinelli
Casinelli Financial & Insurance Services
Rich Goldman, Sr. VP of Marketing
Effective Media Services
GasDer Chifici, PE
John Powell/PBS&J
Dave Kulchin, Manaaement Consultant
Kulchin & Associates
"
Trudie Lynch
Tech Master
Law Offices of Richard Macgurn
Richard Macaurn. Attorney '
Jack Maiz
Northwestern Mutual Financial Network
Capital Bank of North County
Luke Matteson. Senior Vice President
Alvssa Mercier
North County Times
William J. King &Associates
James M. Morrison. RHU
Eleanor Murrell. Branch Manaaer
Union Bank of California
Grea Nelson, Chairman of the Board
BREG. Inc. -
Todd Palmaer. Division President
Standard Pacific Homes
Harw Shank
Southwest Community Bank
Gordon Schmidt, President
Palomar Investigative Group
Ernie Soczka. General Manaaer West
NRG Energy, Inc.
Walt Winrow
Poseidon Resources
h CITY OF CARLSBAD
The following information must be completed by each person/agency/organization interested in
application will be considered incomplete and will not be further evaluated for funding
being considered for CDBG/HOME funding. Ai information requested be provided or the
The application must not exceed a total of fifteen (15) pages, including the required
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
application package, including attachments, must be submitted prior to December 20th to
attachments as listed in the Checklist of Required Documents. Ten copies of the completed
Carlsbad, CA 92008.
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B,
ADMINISTRATING AGENCY
Name of Agency: JOIN HANDS SAVE A LIFE
Address: 3528 Madison St. Carlsbad. CA 92008
Federal Tax ID Number; 33-0592140
PROPOSED PROGRAMmROJECT
Title of Progdroject: Join Hands Save A LifdGeneral SUDDOX~ Funds
.- Location of ProgramProject: 3275 Roosevelt St. Carlsbad. CA 92008
Contact Person: Frank Anthonv Sorho Telephone No.; 760) 720 -0.540
Requested Funding Amount: $ 3730.00 -
to be undertaken or the services to be provided, the goals and objectives of the
Brief Descriplon of Program/Project (Describe the work to be performed, including the activities
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, pi- 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 &Isbad
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 health and leadership.
Our goal is to meet the needs ofthe growing number of Carlsbad youth. Our goal is to reduce the
growing number ofjuvenile arrests in Carisbad. 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 t
P
1. . ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is: d Non-profit -0 For-profit
0 Other (Please specify.)
Local public agency State public agency
B. What is the purposelmission of the agency?
~~ ~
Our purpose is to provide a free constructive alternative to the uat-ri.ikw youth of our
eommunity that meet in the streeb 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, graffiii, robbery or gang violence.
.C. How long has this agency ‘been iri’operafion? Please include the date of
incorporation?
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?
I- 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 submltted as
Attachment B but not in lieu of a complete response.)
~ ~ Executive Direetor - Frank Anthony Sorino
Team Director - Medical examinations, Ringside Physician, Health and Fitness Advisor - Salvador G. Velasquez, MD
CounseIorRutor - Judy Ann Barber
Coacb/Conflict Resolution - Dr. J. Barry McGrath
Athletic Direetor - Gerald0 Reyes
G. Please indicate your agencjrs level of experience with the CDBG/HOME
program.
CDBGlHOME Droaram:
0
0 Some experience, 2 to 3 years of using CDBG/HOME funds.
No or llttie experience, up to 1 year of using CDBG/HOME funds.
0 d Considerable experience, more than 5 years of using CDBG/HOME funds.
Moderate experience, 4 to 5 years of using CDBG/HOME funds.
city of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 3
P 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?
dNo 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 programlproject. 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.
within the last two years (1999-2000 and 2000-2001) for the proposed
Did you receive any of the following sources of funding from the City of Carlsbad
program/project?
Sources of Fundina
CDBG
Community Activities (General Fund monies)
expended, funds remaining, program/project discontinued).
If yes, please indicate amount and status of previously awarded funds (fully
Amount Received Status
CDBG/HOME funds
Community Activities CDBG recipients areno 1onger.eiigible for these fUnds,
B. Did you receive any federal funds, including CDBG/HOME funding from other
cities, last year [July 2000 - June ZWl)?
$6,000.00 Fully expended.
~ .
. ..
'' . 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?
ld No 0 Yes
Revked: I013103
IWwd:\APPLICATION)
CityolCorhhd 2001 -2ow CDBG/HOME Funding Appllcatkn
page4
111. WNEFITS LL BENEFICIARIES
A How mcesslble OT convenient is the proposed program/project fo Corlsbod
resldents? (Please be speclflc such as diect sewices to ciient's home,
transportation prwMed to and from focicty, or rebtlocl to puW trmspatotim.)
We are extremely BcctssiMe and coovenient, we me Id right in the middle of eo car lo^
reasonably accessible to all other cslsbad residents.
in downtown Csrlsbad, within walkbg distaace of most of our youths homes. Also, W. are
- " -
"
B. What is the approxbnote percentage of your clients that have annual family
Incomes in each of the foliowing ranges: (Percentages should add to 103%;
pleose see the 2002-2003 lncume Umits for the CDEWHOME Roeram)
W %of dients are at 30 percent or below of ++e area median Income
I/ % of clients are between 51 and 80 percent of the area median income
37 %of clients are between 31 and 50 percent of the area median Income
7 % 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 prograrn/project. Include the need or problem to be addressed in
relation to Consollduted Plan housing and cwmwnlty development prbcities. as
well as the population to be served or the area to be beneffted. (See
Consolidated Ran hlorik)
82% of the youths we serve live m low to vcq low income househol& in 1 out of 3 cases, a
female is the head of the how. These cirmmam= h kea povm m after ~hrdy, to
be the greatest prdictor of criminal violence, also der school programs during the highest ahne
most aitical have proven to be the best way to prevent juvenile crime, 0ur fix services relieve
stress m these low hame familes that carmot afford the costly fees of other yd related
activities. Our long daily after school hours, create a second home, so the youth won't have to go
home to empty houses. la the US. Department of Justice: Juvenile offmders and victims 1999
National Report: "Preventing one yo& from leaving school and turning to a life of aime and
drugs saves society approximately SZ million dollars. We provide after school care. cdmd bwt, rec+on and self-improvcmmt programs during the mast critical hours of the day.
0. Please IndlCate the number of cllents, by households or indMduds. beneWZg
from the proposed octlvlty and the percentage that are Carisbod resldents.
Households a133 Persons of whlc&% are Corkbad residents
E. Does your agency focus its octMtles on populations with speclal needs?
0 No d yes ple~se specih/)
Please specify whkh speclai needs popuiotlons. (Homeiess indMduals/fadlies
workers & day laborers. Elderly, Chiidren etc.) Persons with dlsabllk, Persons with substance abuse prabiem Veterans, Farm
We pvide free senices that directly beoefit e*trcmely low-income childrea, extranely low
he families end single parat homes. There has never bca a manbaship to use our services
at Join Hands Save A Life and tbe youth pay no fees for my of our activities. We save
primarily "at-risk youth an mange of 6 days a week fiom 2:OO p.m. to 1O:OO p.m.
Cily 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,
rehabliltation. property acquisition. other construction related or new public/community service
program/project as Attachment D. The agency must ensure the expenditure of a11 CDBG/HOME
funds awarded within the program year. I, the undersigned, do hereby attest that the above
Informotion is true and correct to the best of my knowledge.
'io' . a &/&d&nUA B/4.?5FCreA?- /2 -20-01
~ Signature Title Date
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective: - Eligibility Determination:
. ..
,-
n
.-
FRANK ANTHONY SORlNO
3528 MADISON STREET
CARLSBAD, CA 92008
(61 9) 720-0540
AREAS OF EXPERTISE
GANG PREVENTlONllNTERVENTlON 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
- 1993 - 1995
1994 - 1995
1992 - 1994
1992
1988 - 1990
I980 - 1984
-
CHIEF EXECUTIVE OFFICER - PRESIDENT "JOIN HANDS - SAVE A LIFE" (J.H.S.A.L.)
0 FOUNDED THE NON- PROFIT CHARITABLE CORPORATION. AWARDED SEVERAL CITY AND C.D.B.G. GRANTS.
SPECIALIZE IN GANG PREVENTION AND INTERVENTION.
SUPPORTED BY THE CARLSBAD POLICE DEPARTMENT, CARLSBAD YES AND HOME
SAVINGS OF AMERICA.
GANG PREVENTION SPECIALIST
SAN DIEGO COUNTY OFFICE OF EDUCATION
0 TEACH GANG PREVENTlON/lNTERVENTlON CLASSES.
0 EMON PROGRAM (EDUCATE, MOTIVATE, ORGANIZE AND MOBILIZE).
CORE MEMBER
CARLSBAD YOUTH ENRICHMENT SERVICES (CARLSBAD YES)
COMPOSED OF COMMUNITY MEMBERS FROM VARIOUS PUBLIC AND PRIVATE AGENCIES,
0 REGULARLY MEET TO NEIWORK AND REVIEW EXISTING SERVICES FOR THE YOUTH OF
CARLSBAD UNIFIED SCHOOL DISTRICT, TRANSPORTATION DEPARTMENT SCHOOL Bus DRIVER
BUSINESSES AND CONCERNED CITIZENS.
CARLSBAD.
VICE PRESIDENT
CALIFORNIA BORDER ASSOCIATION, U.S.A. BOXING
OVERSEE AND HELP GOVERN AMATEUR BOXING IN SAN DIEGO AND IMPERIAL
COUNTIES.
COACHESASSOCIATION, U.S.A. BOXING PRESIDENT
CLYJNSELOR NEW HAVEN HOME, VISTA, CA
SUPERVISED AND MINIMIZED CONFLICTS BETWEEN RESIDENTS OF THIS GROUP HOME
TRAINED TO RESTRAIN AND ASSIST THOSE SHOWING HARM TO HIMSELF OR OTHERS.
PROVIDED SUPPORT, UNDERSTANDING AND DIRECTION TO RESIDENTS.
FOR TEENAGE BOYS.
PROGRAM DIRECTOR
COUNSELED TEENS.
CHI-ALPHA (OUTREACH PROGRAM FOR TROUBLED TEENS)
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, PLD.
EDUCATION
1992 PhD. HumanBehavior, 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
Court School (Summit School), Oceanside, CA
Program Director
1991-1995
1990-1990
Girls Rehabilitation Facility, Juvenile Hd, Sand Diego, CA 1989-1991
Program Director
Grossmont College, El Cajon, CA
Part-time English Instructor
University of San Diego High School, San Diego, CA 1964-1988
English Teacher, English Department Chairperson
Basketball and Tennis Coach
President Teachers Association, Ahinistrative Council
VOLUNTEER EXPERIENCE
Join Hands - Save a Life, Carlsbad, CA
Board OfDirectors
1993-1995
Netherland's West Homeowners Association, Carlsbad, CA 1983-1995
President
Collwood Townhouse Homeowners Association, San Diego, CA 1978
President
PUBLICATIONS
Influence OfHomework on Malbeth Test Scores
" Doctoral Dissertation
Hawthorne and Reform
Masters nesis
1992
1971
CURRICULUM VITAE -
Sialvador Gomes Velazauez. MD
1784 Troy Lane
Oceanslde. CA 92054
(619) 722-0908
CA STATE LIC: 643914 DEA NO.: AV2029379
AAFP BOARD CERT: 1988-95
EDUCATION:
198Cl-1982 Resiaent physician. San Bernadino COuntY Medical
Center. Family Practice Program. AAFP Boards 07/@2
1979-1980 Internship. San Bernadino County Medical Center
Family Practice Program
1975-1979 Received M.D.. Uciversitv of Caliiornia at Irvine.
California College of Medicine
1971-1975 Bachelor of Science. Physiology from the University of
California at Berkeley
WORK EXPERIENCE:
- 4/90 to Primary Care Phvsician, SCPMG
oresent 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 time)
1984 to Primary care Dhysician. Pacific Communitv Medical
07/86
Minor trauma and Drimary care (full time)
Group, Rancho California. CA
1984 to Primary care ohysician. Fallbrook Communitv Clinic
07/86 Fallbrook. CA
Primary Care (part time)
1983-1984 Emeroency room physician, Calexico COmmUnitY HOSDital
Calexico, CA
Trauma and Drimary care (part time)
1984 Primary care physician, Callfornia Health Plan,
Mission Medlcal Center. El Cajon, C6
Minor trauma and Drlmary care (full time)
19S5-1984 Primary care nhysician, Tri-CommunltY FJmllY Practice
Group! Wrightwood. CA
Plinor trauma and prlmarv care (part time)
19E!;-1984 Prlmarv care physlclan, Redlands Urgent Care Cllnic
Redlands. CA
Minor trauma cind Drlmary care (Dart tltne)
3
W- EXPERIENCE: (continued)
1963 Emergency room Dhysician, Santa Fe Community Hosoital
Lo6 Qnoeles. CA
Trauma and orimary care (part time)
1982-1963 Primary care Dhysician. Snowline Family Care Center
Wrightwood. CA
Minor trauma and primary care (part tlme)
1982 Emergency room physician. San Antonio Community
Trauma and primary care (part time)
Hospital, Upland, CA
1980-1982 Emergency room physician. San Bernadino County Medical
Center. San Bernadino, CA
Trauma and Drimary care (part time)
VOLUNTEER EXPERIENCE:
1983 to Member of Advisory Board. Adamic Institute Center
or,essn t for Attudinal Healing, Redlands. CA >, Counseling of children and families with cancer
1982-1963 Game-side physician. Serrano High School football
games, Phelan, CA
1981-1982 Ringside physician, 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 SuDervisory for Clinica
de la Raza. Oakland, CA
PUBLICATIONS:
1981-1982 AAFP Monograph on Thyroid Disease. contributed to
sections on fetal-maternal Interaction and pediatric
thyroid dysfunctions
PERSONAL BACKGROUND:
I was raised in the Imoerial Valley and spent my entire youth
there nurtured bv strong family ties. I am fluently bilingual in
Soanish and Enalish. I currently pursue interests in philosoohy, 7
comoarztive theology. jazz. classlcal music, and wooaworkinq.
JUDY ANN BARBBR 8013 Ramblewood Way Citrus Heights, California -95610
(916) 726-5291
PBRSONAL:
Single U.S. Citizen
EDUCATION:
Administrative Credential, California State University, Sacramento, January, 1984
MS., 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
CERTIPICA'IE
Teaching English to Speakers of Other Languages (TESOL), June 1975
AREAS OF SPECIALIZED TRAIHING:
and Program Administration Corrections Education, Special Education, Teaching Survival Education, Sociology, Counseling,
EXPERIENCE:
/c 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.
ed students. Additionally, I teach a coping skills program to improve students social, employ- Programs me individualized to accommodate the age, range and subject requirements of enroll-
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 Annual Sacramento County Junior High Spelling Championship and 2nd Annual Sacramento County Elementary Spelling
ramento Spelling Championship. Coordinated and attended Chapter 2, federally funded Championship. Served as Master of Ceremonies for both contest. Served as judge at " The Sac-
conferences for private school extension programs. Acted as consultant to Sacramento County
Gt-oup meetings. Kindergarten Steering Committee. Participated in Sacramento County Justice System Advisory
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 desimed to lower juvenile recidivism rate.
-
. . JUDY ANN BARBER ' . ;. PAGE 2
1973 - 1974 NORTE DEL RIO HIGH SCHOOL, SACRAMENTO, CA 1
Teacher Corps Intern - Teacher, teaching high school sociology in conjunction with Ma>.&
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 counselin& home
and women's school. visitation, enrolling women in classes and acting as educational liaison between .probation office
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 PSYCHIATXC HOSPITAL Volunteer Aide for mentally ill. participation in recreational activities with patients, facilitat-
ing their personal health hyaene-
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 educational plan that has been adopted by the Board of Educat- 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.
with Senate Bill 813 mandates. The committee established the courses of study required to The primary purpose of the committee was to bring the course of study into compliance
comply with the state approved curriculum guidelines developed by the state department staff
and approved by the State Board of Education.
PERSONAL INTERESLS:
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.
REFERENCES:
References available on request.
1
JOIN HANDS - SAVE A LIFE
BUDGET
REVENUES :
Public Support
Foundation Grants
Corporate Grants
Fund-raisers
United Way
C.D.B.G. 2002-2003
TOTAL REVENUES
EXPENSES :
Salaries
Payroll Taxes
Employee Benefits
Workers Compensation Insurance
Total Payroll & Benefits
Operating Expenses :
Rent / Utilities / Storage
Auto & Travel
Accounting / Consultants /Legal
Insurance / Fees I License / Taxes
Gym Equipment & Supplies
Office Equipment & Supplies
Program Supplies & Expenses
Office / Bank / Postage /Printing Charges
Maintenance
Contingency
Total Operating Expenses
TOTAL EXPENSES
18,000.00
25,000.00
15,000.00
12,500.00
7,500.00
37,350.00
$115,350.00
52,200.00
5,500.00
4,800.00
2,850.00
65,350.00
13,054.00
2,616.00
4,852.00
8,028.00
4,334.00
3,230.00
4,655.00
2,347.00
1,884.00
5,000.00
45,903.00
$115,350.00
- @;bad Unified School District
801 Pine Avenue Carisbad, CA 92008
(7W) 729-9291 FAX (7W) 729-9685 ... a WOrMdass district
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
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. Sorino’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
Carlsbad City Council
1200 Carlsbad Village Dr.
Carlsbad CA 92008
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 manyyears.
He has provided a positive role-model for adolescent boys, some of whom lack a solid
male influence in their lives.
The commthity and City of Carlsbad offer a plethora of activities for children.
Unfortunately, there are fewer and fewer programs available as children grow older.
Extra-curricularsports programs offered bythe schools provide some options, butthey
sewe only about 25% of 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.
Your support ofthis program will speakvolumes. I urge you to speak with a clear and
unanimous voice, to approve the Join Hands Save a Life am. Our kids are depending
on you.
Sincerely,
Nicole Pappas
2689 Garfield St.
Carlsbad CA 92008
760-434-5951
cc: Frank Sorino
,-
March 9, 1999
TO whom it may concern.
I am writing this letter on behalf of Frank Sorino and his program Join Hands Save
a Life. I em p. llcensed Marriage and Family Thcrapist and independent contractor
with the Carlsbad Police Department. For the last twelve years I have coordinated
the GUIDE prcgrarn whereby I counsel 'at risk" youth in the Carlsbad Unified
School District. I come in contact with children ages 10 to 18 yssrs old who are
experiencing school and or family problems. As a counselor I recommend and refer
students and their families to differwit resources in the community. I often
recommend Join Hands Save e Life tc male teens who are having difficulties with
expressing their anger and channeling their energy in constructive ways. "Join
Hands" has a reputation amongst the youth in the community as being a
cotnfonable place to spend time and fedrn physical, social and job skills. Mr. Sorino
hes struggled to keep 'Join Hands" open lofig hours so that the kids have a place
to go after school and in the evenings, during the time that criminal behavior is
most common amongst minors. Additionally, 'Join Hands" remains cost free so
that &the children in the neighborhood may have the opportunity to participate.
I am aware that besides providing the time and place for kids to meet and work out
on a daily basis, "Join Hands' and it's youth members reach out to the
community in the following ways:
1. Organizing work crews KO clean up yards of weeds and debris
2. Painting homes
3. Providing tranrportetion for students to go on field trips
4. Providing weekly barbecues for the school district's 'critical hours" program
5. Regular tund raising activities
B. Presentations to local government
Thes5 dxtrdcuxicular activities provide great learning opponunities for youth.
1 will continue to use this unique and beneficial program as a re6ource for youth,
especially those who have difficulties exrressing their anger and dealing with
conflict ConstfUCtiVCly. The process of learning the highly physical and skillful sport
of boxing within a positive environment ond with good roll models is invaluable to
the youth I work with.
i
M.S., MFT
GUIDE Proaram
Cdrlsbed Police Department -
(760) 93 1-21 87 -
c
Karen 1. Gleason Huss 1739 Sorrel Court. Corlshod. Colifornio 92009
COUNSELOR 6 ATTORNEY AT 1RW (760) 438-4082
January 30, 1999
To LUhom It May Concern:
RE: Join Hands - Snvc R lih
This letter may be used in support OF or as documentation for any public or private grant
or other financial or programming reqxst by the Eoard 07 Directors 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 nnd 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 are in the several hundreds and represent a
signiFicant investment of my professional time.
,-
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 have 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 have olu~oys done.
Sincerely,
Karen /. Gleason Huss
KLGH:lod
CC: JHSRL. Board OF Directors
i CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANTlHOME PROGRAM
FUNDING PROPOSAL APPLICATION
2002-2003
The following information must be completed by each person/agency/organlzation Interested In
being considered for CDEG/HOME funding. All Information requested &be provlded or the
conslderatlon. Please type or print clearly. Attach additional sheets or Information as necessary.
application wlll be consldered incomplete and wlii not be further evaluated for funding
The application must not exceed a total of fifteen (15) pages, Including the required
attachments as listed in the Checklist of Required Documents. Ten coples of the completed
application package, Including attachments, must be submltted prlor to December 20th to r
Carlsbad.CA 92008.
Frank Eoensch, Housing and Redevelopment Department. 2965 Roosevelt Street, Suite E,
ADMINISTRATING AGENCY
Name of Agency: BOYS & GIRLS CLUBS OF CARLSBAD
Address: 3115 Roosevelt Street, Carlsbad. CA 92008
Federal Tax ID Number: 95-2131503
PROPOSED PROGRAM/PROJECT
Title of Program/ProJect: Village Branch Improvements .
L Locatlon of PrcgramlProJect: Villaue Branch
Contactperson: Ron SiDiora Telephone No.: f7 6 0 7 2 9 - 0 2 0 7
Requested Funding Amount: $ 2 5 , 0 0 0.0 0
to be undertaken or the services to be provlded the goals and obJectlves of the
Bdef Descrlption of Program/Project (Describe the work to be performed, InClUdinQ the activities
program/proJect, etc.):
The improvements of our Village facility will revitalize the overall club atmosphere.and
minimize facility maintenance. Upgrades will accomplish the following objectives:
Replace current stained and worn carpets with new "kid resistan&YGhkAdd central
heat to the indoor pool facility, Currently there is n6 heating system fQr the pool area
making early morning and evening activities nearly unbearable during the winter and fall
, months. Finally, a new coat of paint for program areas in need to cover L ee years of
heavy use from clubhouse members.
These improvements will not only revitalize the interior of the facility and heat our
indoor pool area, but also help minimize our maintenance costs. The Village Branch of
hooe these immovements will helo us to better serve our residents. . L. the Carlsbad Boys and Girls Clubs is an important resource for the Bamo Carlsbad; we
I. ORGANIZATIONAL ABILilY/CAPACiTY
A. Thls agency is:
(B Non-profit 0
0
For-profit
Local public agency 0 State public agency
0 Other (Please specify.)
B. What Is the purpose/mission of the agency?
To provide activities and experiences that enrich khe
lives of young people in our community.
C. How long has this agency been in operation? Please include the date of
incorporation?
Incorporated in 1952, serving Carlsbad and surrounding
communities for the past 49 years
D. How long has thls agency been providing the proposed program/project? The Eoys & Girls Clubs of Carlsbad have been ppoviding
after school programs for the last 50 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 thelr qualifications and experience in
Attachment B but not In lieu of a complete response.) implementing such a program/proJect. . (Resumes may also be submltted as
The Chief Professional Officer Ron Sipiora manages the site for the proposed
improvements. Mr. Sipiora has 2 years of experience with the Boys and Girls Clubs
of East County in supervising CDBG block grant projects. In addition Bailey Noble
who is the clubs V.P of Facilities and has recent experience with CDBG projects at
our facility will also be available to assist.
G. Please indicate your agency's level of experience with the CDBG/HOME
program.
CDBGlHOME Droaram:
0 No or little experience, up to 1 year of uslng.%DBG/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.
hl Considerable experience, more than 5 years of using CDBGJHOME funds.
(Word:\PPPUCAllON)
Redred: 1O/VM1
'L
City of Cadsbad
2001-2002 CDBG/HOME Funding Application Page 3
ti. If you have received federal funds, Including CDBG/HOME funds, In previous
years, have program violation findings ever been made against your
agency/organlzation?
Ed No 0 Yes
if yes. please explain nature of finding(s) and how finding@) 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 overaii proposed budget.
B. Did you recelve any of the following sources of funding from the City of Corlsbad
wlthln the last two years (2oo0-2M)l and 2001-xx)2) for the proposed
program/project?
Sources of Funding
CDBG
Communiiy Actlvitles (General Fund monies)
if yes, please indicate amount and status of previously awarded funds (fuiiy
expended, funds remaining, program/proJec! discontinued).
mount Received Status
CDBG/HOME funds $187,000.00 pending approval
Community ~~tiv~tles 25,000.00 expended
6. Did you receive any federal funds; including CDBG/HOME funding-from other
cities, last year (July 2001 -June 2oM)9
D
H No Yes p1eas;list funas below.)
proaram Source mount Received
$
$-
$ . . a.
i? .. .
..
C. Will addltional CDBG/HOME funds be required in future years for the prolect? . , ~
.. 4 .
0 No B Yes
Word:\/\pPUCAnON) Rsvlred. 10/9MI
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 4
111. BENEFITS BENEFICIARIES
A. How accessible of 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 Village branch located at 3 115 Roosevelt is easily accessible to our members and local residents
utilizing OUT facility. Everyday after school we transport 60-80 members to the club with om 15 passenger
Vans and walk an additional 25-30 members over from Jefferson elementary school for safety purposes. ow
facility is 100% ADA compliant. In addition we are just 1 block south of Carlsbad Village Drive, and easily
accessible to public trankortation.
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 3 9 % of clients are at 30 percent or below of the area median income
2 9-3 % of clients are between 31 and 50 percent of the area median income
27.6 %of clients are between 51 and 80 percent of the area median income
19.2 % 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 programlproject. Include the need of 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] (-
Currently the Boys Girls Club of Carlsbad is serving a population that has over half of its
membership at 50% or below of the area median income. The club provides low cost ($20 annual
membership) essential after school programs that enrich the lives of nearly 1800 members every
year. Our programs address at least two of the consolidated plan priorities by providing self-
improvement, recreational and cultural program to lower income residents in Carlsbad.
\
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 82% are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
0 No 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.) r ne Boys and Girls clubs of Americas mission puts an emphasis on sening “disadvantaged YOU*.” Our
carlsbad organization has taken that one step further in providing OUT essential to a group Of youth
who have varying degrees of developmental disabilities. These Youth Participate in OUT “Kids in Unison” our directly serves low and moderate-income Youth and not Only benefits those are
current but the entire community by occupying these Youth with Positive Propms.
City of Corkbad
2001 -2002 CDBG/HOME Funding Application . ~~ Page 6 ' IV. IMPLEMENTATION OF ACTIVITY
A. Please submlt a schedule for Implementation of the proposed construction,
rehabliltation, property acquisition, other construction related or new publlc/communlty servlce
programlproJect as Attachment D. The agency must ensure the expenditure of all CDBG/HOME funds awarded wlthln the program year. I, the undersigned, do hereby attest that the above
InformaJy is truexcorrect to the best of my knowledge.
Date Recelved:
Date Reviewed:
Staff Person Completing Review:
National ObJective:
Local ObJective: r Ellglblilty Determlnatlon:
Ronald Jay Sipiora
36606 Florida Street
San Diego, California
(61 9) 291 -4292
Employment History
712001 - Present Chief Professional Officer - Boys 8 Girls Clubs of Carlsbad
Responsible for overall planning and operation in accordance with the mission and
goals of the organization
Provides leadership, direction and support to the Board of Directors in developing
organizational goals, attaininglallocating resources, and establishing policies.
For both Village and La Costa Boys & Girls Clubs, directs the financial operations,
prepares and monitors annual budget, review and approve all expenditures, ensures
financial reports and audits are conducted in accordance with applicable laws.
Provide professional leadership to the Board of Directors to assure the development
of an effective and motivated board, including identification, recruitment, training and
involvement of members in meeting the goals of the organization
9/199 - 7/2001 Director of Operations - Boys 8 Girls Clubs of East County
Responsible for daily operations of two full-service units and three after school sites.
Recruit, train and evaluate staff for all five-program sites.
Coordinate and provide on-going staff development programs including monthly in-
service and annual retreats.
Provide daily supervision, program development and trouble shooting for three Unit
Directors.
Evaluate the needs of all facilities, including staffing, program services, membership,
and provide administrative program budgets and manage revenue and expenditures.
On-going interfacing, on a variety of committees, with members of the BOD related
to specific fund raising events, media relations and community involvement.
Actively participate in monthly Board of Directors meetings, providing comprehensive
information related to program operations, services, staffing, needs and strengths,
Work closely with the Executive Director and the President of the BOD to develop
and implement a five-year strategic plan for the Boys & Girls Clubs of East County.
Member of multiple social services collaborative. Served in several leadership roles
within these partnerships.
Worked closely with the County of San Diego, Department of Health and Human
Services to demonstrate the success of a pilot CALWorks initiative at the El Cajon
Club Unit, which resulted in procurement of an additional $125,000.
Researched potential funding sources at the local, state, federal and foundation
level. Developed and submitted multiple proposals focused on improving the quality
of youth focused services and increasing the scope of program deliverables.
Administer “Commitment to Quality”, a system of quality control and utilization review
for program services and delivery.
.-
I211 998*9/1999 Program Director - Rancho Santa Fe Community Center
0 Planned/developed/coordinated community wide special event fund raisers.
0 Responsible for day to day operations of program.
Marketed and promoted program and activities to community through local print
0 Worked closely with BOD and program committee in program design and
0 Managed, scheduled, and evaluated multiple outside independent contractors and
media.
implementation.
delivery of program.
1211997-1211998 Director of School Programming - Columbia Park Boys 8 Girls Club
0 Developed a pilot alternative after-school program at three elementary school sites
Fostered positive working relationships with several local elementary schools.
0 Led membership recruitment drive for program resulting in exceeding of goals.
Developed and managed program budgets for all three school sites.
during Clubhouse renovation.
411996-1211997 Unit Director - Columbia Park Boys 8 Girls Clubs
0 Maintained high level of program competency while ensuring safety of 2000 club
members.
Developed several innovative programs including a national winner of the "Program
Excellence" awarded at National Conference.
0 Evaluated the needs of 35,000 square foot facility, including staffing, program
services, membership and provide administrative oversight for all program site,
including maintenance and repair of facility.
0 Actively marketed programs to local community through a variety of venues including
print media, and local collaborations.
2H994.411996 Program Director - Columbia Park Boys & Girls Clubs
0 Supervised Sports Finess and Recreation, Teen Services, and Social Recreation
programs with three full time and several part-time staff.
0 Exercised authority in problems relating to members and parents utilizing guidance
and discipline plan.
0 Assisted DO0 with membership recruitment, and program development.
0 Keystone Club advisor.
111992-212993 Athletic Director - Columbia Park Boys & Girls Clubs
Planned and Implemented Sports Fitness and Recreation Program
Trained and directed junior staff of ten-youth members.
12/1990-11/1991 Athletic Director - Boys &Girls Clubs of Salita Ana
Developed, planned, and implemented Sports Fitness and Recreation Program.
Education: EA Recreation Administration - San Diego State University 1990
BOYS &GIRLS CLUBS
OF CARLSBAD
BOARD OF DIRECTORS
December 2001
Carlsbad Police Department
Keith Blackburn, Serqeant. Community Services Bailey Noble. Retired
Col. USMC, City of CarlsbadlPlanning Commission
Dan Cabuco. Jr.. Branch Manaqer
US Bank
Liz Carnes. President
Aegis Electronic Group, Inc
Patrick Casinelli
Casinelli Financial & Insurance Services
Rich Goldman. Sr. VP of Marketing
Effective Media Services
Gasper Chifici. PE
John Powell/PBS&J -
Dave Kulchin. Manaaement Consultant
Kulchin & Associates
Trudie Lvnch
Tech Master
Richard Macaurn. Attorney
Law Offices of Richard Macgurn
Jack Maiz
Northwestern Mutual Financial Network
Luke Matteson, Senior Vice President
Capital Bank of North County
Alvssa Mercier
North County Times
James M. Morrison, RHU
William J. King &Associates
Eleanor Murrell. Branch Manaqer
Union Bank of California
Todd Palmaer. Division President
Standard Pacific Homes
Harrv Shank
Southwest Community Bank
Gordon Schmidt, President
Palomar Investigative Group
Ernie Soczka. General Manaqer West
NRG Energy, Inc.
Walt Winrow
Poseidon Resources
- Grea Nelson, Chairman of the Board
BREG. Inc.
Boys and Girls Clubs of Carlsbad
Village Improvement Budget
Expenses
2,500 square feet of VCT tile
Installation of tile
Carrier Furnace Model # 58MVP
Installation of Furnace
- Paint / Supplies for Interior Program Walls (Latex)
Labor
Total
$3,500
$3,000
$4,500
$2,750
$7,500
$3,750
$25,000
Implementation Schedule for
Village Branch Improvements
The Village branch Improvements would be implemented in the following fashion:
Upon confirmation of funding competitive bids would be taken for all three
phases of proposal.
Upon evaluation of bids, determination of the most responsive bidder will be
made.
Once a bid is accepted a timeline will be created for each of the three phases
to ensure completion takes place within one year per CDBG requirements.
All three phases of the proposed improvements are relatively minor in nature. The Boys
and Girls Clubs of Carlsbad is confidant that any award would be expended well within
- the CDBG guidelines.
‘.
,“
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION
2002-2003
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 20th to
Frank Boensch, Housing and Redevelopment Deportment, 2965 Roosevelt Street, Suite B,
Carlsbod, CA 92008.
ADMINISTRATING AGENCY
Name of Agency: JOIN HANDS SAVE A LIFE
Address: 3528 Madison St. Carlsbad. CA 92008
Federal Tax ID Number; 33-0592140
PROPOSED PROGRAMRROJECT
Title of F’rogramProject: Join Hands Save A LifelMuti-uumose vouth center
r Location of Program/Project: 3275 Roosevelt St. Carlsbad, CA 92008
Contact Person: Frank Anthonv Sorino Telephone No.; 760) 720 -0540
Requested Funding Amount: $ 150.000.00
to be undertaken or the services to be provide& the goals and objectives of the Brief Description Of Progrom/Prolect (Describe the work to be performed, Including the activlties
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 self-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 ofjuvenile 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.
-
I. . ORGANuAnONAL ABIUTY/CAPAUTY
A This agency Is: dZf Non-profit 0 For-prom
0 Other (Pleasespedfy.)
0 Local public agency 0 State public agency
B. what is the pupose/mission of the agency?
Ou purpose is to provide II tk constructive dtcr~tive to tbe “at-hk” youii~ of our
~mmuniiy that met Lu the strcefs with no place to go aad nothing to do, that out of
boredom or a &?arch for exatemcut, will not have to bm to datructive belu.vir Eure
ncreatioaal drug experimentation. .Lcohd abase, glrfliti, robbery or gang viokarr
C. How long has thts agency been In operotion? pleose hdude the date of
hcorporotion?
We have been in operation since 1990. Our incorporation date was April 29,1993.
D. How long has this agency been provldhg the proposed programlproject?
si.ce 1990.
E. Fleasa submit an &nizational chart for the agency as Attachment A
F. Please describe h agency‘s existlng staff posmons directly responsible for ihe proposed progmm/project and their quafifiwtlons and experlence In
Implemenfhg such a progorn/projed. (Resumes may also be submitted as
Attachment B but not In Heu of o complete reyxxrse.)
Executive Director - Frank Anthony Sorino
Legal Advisor - Mayor Dennis E. Holz
Project Manager - Albert0 TrujiUo
Architect - Kenneth A. Purdy, ALA.
Consultant - Donald Duhu’rst
G. Please lndkate your ogencyk level of experlence Wm the CDBG/HOME
progmm.
S;nF\r,lHOME raq: No or lime experlence, ~p to 1 year of uslng CDEWHOME funds.
Some experlence, 2 to 3 yean of using CDBG/HOME funds.
& Considerable experience, more than 5 years of uslng CDBG/HOME funds.
D Moderate experience, 4 to 5 years of uslng CDBGlHOME funds.
clty of Cadsbad
2001 -2002 CDBG/HOME Funding Application
Pago 3
H. If you have received federal funds, including CDBGIHOME funds, in previous
yeors, have progrom violation findings ever been made against your
agency/organizatlan?
dN0 0 Yes
If yes, please explain nature of findingls] and how finding(s) has been addressed
by your orgonizotion.
11. FINANCIAL CAPAClYY/SlABlltTY
A. Please submit the proposed budget for the progrornlproject, Itemizing revenues
ond expenses. lo this application as Attachment C. Indicate how the requested
CDBGIHOME funds would relote to the overall proposed budget.
8. Did you receive any of the following sources of funding from the City of Carlsbad
within the last bo years (1999-2000 ond 20@2001) for the proposed
programlproject?
Sources of Fundim
CDBG
Community Activities (General Fund monies]
If yes, please indicate amount and status of previously warded fun& [fulk
expended, funds remaining, program/project dlscontinued).
Received .stQt!&
CDBGIHOME funds $492,307.80 $44,095.88 expended, $448,211.92 r&.
Community Activities CDBG recipients me M) longer eligible for the fiund~.
B. Did you receive any federal funds, including CDBG/HOME funding from other
'.d No 0 Yes (Please list funds below.)
. -. ~~
j. :
cities, last year [July m- June 2001)?
Proaram Source Amou@ce ived
C. Win additional COBG/HOME funds be required in future yeors for the project?
d No 0 Yes
City of Carlsbad
2001 -2002 CDBG/HOME Funding Application
Page 4
,“
111. BENEFITS & BENEFICIARIES
A. How accessible or convenient is the proposed program/project to Carlsbad
transportation provided to and from facility, or relation to public transportation.)
residents? (Please be specific such as direct sewices to client’s home,
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 youths homes. Also, we are
reasonably 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 2002-2003 Income Limits for the CDBG/HOME Program)
95 %of clients are at 30 percent or below of the area median income 37 % of clients are between 31 and 53 percent of the area median income I/ % of clients are between 51 and 80 percent of the area median income 7 %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)
82% of the youths we serve live in low to very low income households, in 1 out of3 cases, a
female is the head of the house. These circumstauces have been proven in study after study, to
be the greatest predictor of criminal violence, also after school programs during the highest crime
most critical have proven to be the best way to prevent juvenile crime. Our free services relieve
stress in these low income families that cannot afford the costly fees of other youth related
activities. Our long daily after school hours, create a second home, so the youth won’t have to go
home to empty houses. In the U.S. Depadnent of Justice: Juvenile offenders and victims; 1999
National Report: “Preventing one youth from leaving school and turning to a life of we and
drugs saves society approximately $2 million dollars. We provide after 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 or3z Persons of which@.-% are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
0 No d Yes (Piease specify)
Please specify which special needs populations. (Homeless individuals/families,
workers & day laborers, Elderly, Children, etc.)
Persons with disabilities, Persons with substance abuse problems, Veterans, Farm
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 to use our s-ces
at Join Hands Save A Life and the youth pay no fees for any of our activities, We serve
primarily “at-risk youth average of 6 days a week from 2:OO p.m. to 1O:OO p.m.
(Word:\ApPUCAllON) mv?5ea IO/9/01
2001-2002 CDBG/HOME Funding Appilcatlon
City of Carlsbad
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 publickommunity 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.
Date Recelved:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
- Eligibiiliy Determination:
,-
L
0 m
0 E
m 0
.
FRANK ANTHONY SORINO
3528 MADISON STREET
CARLSBAD, CA 92008
(61 9) 720-0540
AREAS OF EXPERTISE
GANG PREVENTION/~NTERVENTION 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.
1991 - PRESENT
1993 - 1995
," 1993 - 1995
1994 - 1995
1992 - 1994
1992
1988 - 1990
I980 - 1984
-
EXPERIENCE
CHIEF EXECUTIVE OFFICER- PRESIDENT "JOIN HANDS - SAVE A LIFE" (J.H.S.A.L.) FOUNDED THE NON- PROFIT CHARITABLE CORPORATION. AWARDED SEVERAL CITY AND C.D.B.G. GRANTS.
SPECIALIZE IN GANG PREVENTION AND INTERVENTION.
SUPPORTED BY THE CARLSBAD POLICE DEPARTMENT, CARLSBAD YES AND HOME
SAVINGS OF AMERICA.
SAN DIEGO COUNTY OFFICE OF EDUCATION TEACH GANG PREVENTION/INTERVENTION CLASSES.
GANG PREVENTION SPECIALIST
EMON PROGRAM (EDUCATE, MOTIVATE, ORGANIZE AND MOBILIZE).
CORE MEMBER CARLSBAD YOUTH ENRICHMENT SERVICES (CARLSBAD YES)
COMPOSED OF COMMUNITY MEMBERS FROM VARIOUS PUBLIC AND PRIVATE AGENCIES,
REGULARLY MEET TO NETWORK AND REVIEW EXISTING SERVICES FOR THE YOUTH OF
BUSINESSES AND CONCERNED CITIZENS.
CARLSBAD.
CARLSBAD UNIFIED SCHOOL DISTRICT, TRANSPORTATION DEPARTMENT SCHOOL Bus DRIVER
VICE PRESIDENT
CALIFORNIA BORDER ASSOCIATION, U.S.A. BOXING
OVERSEE AND HELP GOVERN AMATEUR BOXING IN SAN DIEGO AND IMPERIAL COUNTIES.
PRESIDENT COACHES ASSOCIATION, USA. BOXING
COUNSELOR NEW HAVEN HOME, VISTA, CA
SUPERVISED AND MINIMIZED CONFLICTS BETWEEN RESIDENTS OF THIS GROUP HOME
0 TRAINED TO RESTRAIN AND ASSIST THOSE SHOWING HARM TO HIMSELF OR OTHERS.
PROVIDED SUPPORT, UNDERSTANDING AND DIRECTION TO RESIDENTS.
FOR TEENAGE BOYS.
PROGRAM DIRECTOR
COUNSELED TEENS.
CHI-ALPHA (OUTREACH PROGRAM FOR TROUBLED TEENS)
DEVELOPED AND SUPERVISED PROGRAMS TO HELP TEENS WHO WERE RUN-AWAYS,
GANG MEMBERS, OR HAD DRUG, ALCOHOL OR FAMILY AND EDUCATIONAL PROBLEMS.
JOIN HANDS SAVE A LIFE
J.H.S.A.L
CONSTRUCTION BUDGET
J.H.S.A.L has spent $57,095.82 of its own money on pre-construction costs (primarily
for building permits).
Additionally, the City has reimbursed J.H.S.A.L. $44,095.88 from allocated C.D.B.G.
funds for other pre-construction costs (architecture, surveying, engineering, lot
merger,etc.)
It should also be noted that J.H.S.A.L. has received In Kind Services in Excess of
$100,000.00 (pro-bono legal advice & services, consultants, architectural, engineering,
specifying, etc.)
Until May of 2001, J.H.S.A.L. had been told it was OK to use volunteer labor, and was
even given C.D.B.G. volunteer report sheets for them to sign. Recently finding out that a
mistake was made and we could not use volunteers was a major setback. A lot of time
had been spent recruiting volunteers such as (electricians, plumbers, painters, plasterers,
concrete workers, tile setters, carpet layers, landscapers, etc.) It would have saved us a lot
of money had we been able to use their help, now we have to raise the funds to pay
prevailing wages. Not to mention the fact that generous people, as in the past with other
non-profit corporations, feel as though they are a part of the organization they helped,
they put their own handiwork and sweet into the new building, people like that ofien
become Board members, future donors and if you have any problems in the future they
feel compelled to help.
BUILDING COST: $780,000.00
-
REVENUES:
J.H.S.A.L. $181,788.08
PAST C.D.B.G. GRANTS $448,211.92
C.D.B.G. 2002-2003 $150,oO0.00
TOTAL REVENUES: $780,000.00
It should also be understood that Join Hands Save A Life must also supply all the
furniture, office & workout equipment and all the necessary items needed to operate.
back the City of Carlsbad all of the C.D.B.G. funds, according to the agreement.
.- J.H.S.A.L. must also operate this new center for 20 years after opening day or else pay
Attachment D
JOIN HANDS SAVE A LIFE
IMPLEMENTATION SCHEDULE
1-4-2002 Advertise the Invitation for bid in general circulation publications.
2-1-2002 Receive bids from contractors.
2-15-2002 Execute agreement with the general contractor for construction.
3-4-2002 , Commence construction.
9-27-2002 Complete construction.
_-
Project: Join Hands - Save A Life Center
." Carlsbad, CA
BUDGET OF PROBABLE COST Plan Date: None
Architecl: Purdy Architects 8 Planners
CSI DESCWPTION TOTAL UNIT UNIT SUB
CODES QTY PRICE TGTAL TOTAL
.. .
01000 GENERAL CONDITIONS:
01001
Chemical Toilets 01510
Jobte Trailer- 8' x 20' a1500
Temporary Fencing 01 170
BamcadesiPmtection 01080
Job site labor 01030
Project hbnager 01005
Supemision
01530 Temporary uljliiies
01520 Job site phone
01535 Temporary power poles .% boxes
01600 Tools 8 Equipment Rental
01800 Dumpsters
SUBTOTAL
01000 JOBSITE RECJUIREMENTS:
01120 Special lrwpectbrs 8 Teslicg
01130 clean up - Final 01850 Surveying
7
SUBTOTAL
11
1
264
300
1
3
3
3
3
1
4
I
By cihers
I
6175
~1,800.00 wk
$3.960.00 Is
$2,500.M) Is
$14.00 hr
5245.00 mo
S2.25 If
s110.00 mo
S285.00 mo
S300.00 mo
$2.250.00 Is
S1.500.W Is
$540.00 ea
s1g,aoo.oo
53.960.00
S3.696.00
s2.500.00
$675.00
Si35.00
S330.00
$855.00
32.250.W
$900.00
$1,500.00
$2.:60.00
$39.351.00
S1.975.00 Is $1,275.00
$0.11 sf S695.00
52,570.00
"iK -. . . . . ""
02050
02200
02220
02510
Demo for approaches
New approaches
SUBTOTAL
Gradlng
Rough Qladlng
Remove 3 recampad
Fine grading
SUBTOTAL
Sewer line .4' ABS
Sewer System
4' dean our
aeanout h ccnnect @ property line
Test sewer laterals per P!umbinQ Gepanment
SUBTOTAL
1 $1.250.00 aa
1 S2.450.00 13
S: ,250.00
$2,Jsi).OO
53,700.00
10500 m.55 Sf $5,775.00
$2.75 yd
$0.35 Sf $3375.00
na
10500
s2.13a.89
fll.588.89
l:o $15.00 if 52.100.00
3
1
5300.00 ea
$650.W ea
$300.00
1
s650.00
$450.00 ea $450.00
54.100.00
". .. . . .-
. - . .
Water Swems
02520 Domestic watei service 50 815.00 If $750.00
2' RP backllow pre-dentors 1 S1.200.00 ea SI ,200.00
Test 2" water lateral per Plumblng Depariment 1 Q150.00 ea
SUBTOTAL
$450.00
. . . . . . . .
'~-s2;400.00 ..
02480 Landacaplng Allowance 2605 163.00 sf 57,815.00
SUBTOTAL s7,a15.00
Erosion Control 1 $4,500.00 Is $4.500.00
Termite control 1 $556.00 Is 5556.00
SUBTOTAL $5,058.00 .
02500 Paving
. ~. ~~~
Parkkg area asphalt [3' AC on 4" class II base) 1900 $1.35 sf
Scarify 12' S recompad lo 95% 1900 30.45 sf $655.00
$2.565.00
02510 Striping
Cross hatcnirg
Fire lane red painted curb
Signage
SUBTOTAL
60 s2.m n
55 52.75 If
J720.0C
220
5:51.25
2 5150.00 Ea
S0.65 si $143.02
5300.00
34,13425
02650 slto Concrete
curb 70 $10.20 If
4" sidewalk (broom finish) entr! parch 5' x 6' 8 walk 350 $4.00 sf S714.00
SUBTOTAL
$1,400.00
52,114.00
03300
Concrete:
Euildlcg slab & foundation
#4 @ 12" 0.c.e.w.
SUBTOTAL
6175 $5.65 sf
6175 $0.75 sf $4.631.25
~34.9a8.75
$39,520.00
- " 04050 [MASONRY
Masonry wall looting. 1' x 3
SUBTOTAL
Masonry wall 6'high 840
140 $3.00 If
$13.00 sf 510.920.00
S4.200.00
515,120.00
05100
"pF "" "
Structural Sleel roof framing by others
Columns
Hendrsis
by omers
by others
Meaanine steel beams - one @ 29' 6" by othen
SUBTOTAL 50.00
-. I 06000 WOOD:
06100 Rough Carpentry:
Rough carpentry walls & mezzanine
Piywaod rooting 6565 $1.20 sf 57,878.00
I $59,597.00 Is
Wood &Irs
$59.597.00
NIC $3.500.00 ea $c.oo SUBTOTAL 267,475.00
2
- . .. ~. -~
06400 Hllhvork:
Wfchen
P-lam uppers
P-lam base cabinet
RCSWlllS
counter top - 3 each
SUBTOTAL
F
..
15 540.00 If $600.00
$600.00 - I 07COO lTHERMALI MOISTURE PROTECTION: "
07200
Wall-. R-1S
Inaulatlon:
Rwf R-30
SUBTOTAL
13125 $0.40 SI $5.250.00
by others
f5250.00
07500 Rdng Panel mof - metal 24 Sa galv. in standard color
SUBTOTAL
by others
50.00
Access par& - rated @Attics 2 5175.00 ea
SUBTOTAL
$350.90
5350.00
" " " . . ."
DoonlFnmes/Harchvare:
Ederior 3' doors
In- 3' doors
lntsmr pairs
Exterior pairs
Trip charge
SUBTOTAL
I- StOckq
08250 Door Lsbcrllnstallation:
Per plans
SUBTOTAL
08330 RollYp Doors
8'X 10' Roll up (Provien)
SUBTOTAL
1O'X 10 Roll up (Pmvien)
OW00 Glazing: Extarar windows
SUBTOTAL
1 SiOO.00 ea
5
$700.00
4
SS75,CO ea $2,375.00
1
$875.00 ea $3,500.00
10
S725.M) ea 5725.00
10
s45.00 rn 5450.00
S8.W ea S8O.CO
57,830.00
1 $2,744.00 Is 62.744.00
52,744.00
1 $1,650.00 ea S1.650.00
51,650.00
2?4 $24.00 sf $6,576.00
$6,576.00
Over wood mds 3480 $8.00 sf $27.840.00
Lalidscratch shower walls
SUETOTAL
51,228.00 307 $4.00 sf
529,068.00
,- 3
09250 O~alllFrarnlng: D.W. hang, tape & Rnish
Drywall Stocking
SUBTOTAL
09x0 Ceramlc tile (Allowanca): .. Resmom counlertops
Shower stalls
SUBTOTAL
09680
OffICS
Floor Covedng: Allowance
Carpet- Allowance
Base- Rappe 4'
R06lrOOmS
Sheet vinyl - Amstrong SeagaWSutfield
Self coving 6"
Lobby, Multi-Purpose. Exerclse & Kltchen
VCT- Armstrong Excelon
be- Roppe 4"
SUBTOTAL
09900 Palnt:
Walls a ceilings
Doors-Staln grade
Roll-up door
SUBTOTAL - low0 Lockers - metal by Republic 10500
SPECIALTIES: ..
SUBTOTAL
lCEaO Toilet Partitlons: (P- Laminate)
Handiep sal
Regular stail
Urinal screens
10800 Tollet Acceasorles:
Grab bars -(Pair)
Paper :owe! holders
Toilet paper holders
Paper tow! recessed madel whash
Napkin disposal
Soap dispenser - Recessed
Seat cover dlspenser -
10810 Mirror-framed 24'x 35'
Handicap sign at bathroom
10620 FRP par& SUBTOTAL
32206
1
24
507
NIC
NIC
11 1
1 io
NIC
NIC
32206
14
2
SI25 sf
5450.00 is
$40.256.88
$450.00
S40.706.88
58.00 sf $192.00
$8.00 sf $2,456.00
$2,628.00
$2.15 sf
$5.65 If
51,544.15
S0.39 sf
S90.00 ea
$1 2.560.34
S100.00 ea
$1,260.00
5200.00
314,020.54
NIC
2
1
1
3
2
1
6
5
4
3
5
680
$950.00 ea
$150.00 ea
5790.00 ea
50.00
%1,900.00
$150.00
$790.00
5118.00 pr
S67.00 ea
$406.00 ea
W.00 ea
935.00 ea
$100.00 ea
555.00 ea
535.00 ee
5105.00 ea
$2.50 sf
$354.00
$67.00
$812.00
51A0.00
$30.00
.$500.00
$220.00
$105.00
$1,700.00
$525.00
$7,293.00
4
. ~.
11000 Appllancer: Allowance 114oi)-.
EQUIPMENT:
Refrigerator
hllcrOWaVe .
Dish.washer
SUBTOTAL -
NIC
N IC
NIC
srJ5o.M) ea
3250.00 ea $0.00
9O.W
S600.W ea s0.m
$0.00
NIC
..
woo. Plumbing: Per the fallowing scope:
4 -Tank type ADA flush toilets with seats
2 -Wall hung uri~ls with nush vatves
5 - Self rimming sinks Mh self dosing faucet 6 grid drains
2 - Drinking fountaim
3 - Shower drains & ADA shower valves
1 ~ 75 gallan gas water healer
2 - Flaw drains fcr resVoms
ABS OW on tint RWr
1 - FWr drain fcr Kitchen
Site work
SUBTOTAL
1 521,449.w IS $21,449.00
15500 Flro Prolectlon: I
I $36368.00 Is S35.558.00
S58.017.00
NIC
3 5150.00 ea S450.00
sJ50.00
1 $31.351.00. Is $31.361.00
15560
Fire EPinguishers with dh3t
Flre Extlngulahers
SUBTOTAL - 15800 HeetlnglAlr Condltloning:
3.5 ton & 1 .3 ton split system lop heat pumps
Per the fcllowing scope:
Outslde alr duct
Refrlgerant lines
4 ~ Pmgrammable thermostats
-sed ductworlc
Supply air diffusers
Return airgrills
I ~ Cellng mount exhausi ian
1 - Roof top exhaust fan
CMdenSate drains
Start up a test
T-24 Design build 8 permit
SUBTOTAL 531,361.00
I Duplex 1 outlet 36 545.00 ea $1,620.00
Bathmm G.F.I.C. 10 s75.00 ea $750.00
Seoarate cirwit for Refer. 1 575.00 ea $75.09
Separate circuit for Telephone
Separate drwit for Microwave
Separate drwii Water Heater. 30A
1 $75.00 ea %75.W
1
1
$200.00 ea
$125.00 ea
~2UO.00 S 125.00
5
.. - -. . . -"S'Sliiplti'pole 120mTVOit Switch
Type A Lighting
Type B Lighling
Type C Lighting me D Lighllng
Adder br Battery Back up
' . , Type F Lighting
Type E Lighting
Type G L!ghthQ
Tslephona/Data Ring & String
Connect Only E%?aust Fan
ThemaM Ring and String Title 24 bad CalczlSingle lines wldrawings
400 Amp 30 Circuit 120 VoH panel
Split system heat pump
EiecMcal service alloviance
Telephone backboards
SUBTOTAL
.. .
:6700
Contingency 01015
Sacunty System t 6720
Ute Safely system 16500
DatalCommunicaUon Systems
SUSTOTAL
18
38
12
3
3
3
1
2
5
4
2
1
6175
1
4
1
1
545.00 ea . . ~~----$810.00
$560.00 ea $6,720.00
S190.00 ea^ ~$7.220.00
3165.00 ea
5158.00 ea
$495.00
S175.00 ea
5474.00
S175.CO
$125.00 ea
$85.00 ea
a375:oo
$ 170.00
$165.00 ea $825.00
S35.00 ea
$25.00 ea '. $100.00
$70.00
525.00 ea
50.25 sf
$25.00
S4475.00 ea
$1543.75
$475.00
5350.00 ea
S2O.Wa.00 allow S?0.000.00
$1~.400.00
S80.00 ea S80.00
543,602.75
N.I.C.
N.I.C.
N.1.C
3.0% 513,777.35
$13,777.98
SUSTOTAL $473,043.21 $471.043.21
If Prevailing Wage: 30.00%
,/- 01025 Profit 8 Werhead a T?lo
01140 Bond Premium
01145 Insurance @l'h
NIC
$141,912.96 $614,956.17
$43,046.93 $658,003.10
$6,580.00 $664,583.10
TOTAL,ESTlMATE . . . . . . ." - $664,583.10 .. , $664.,583.10 " -
Steel Building and Roof
Erection
Fees
TOTAL
$70,879.00
$39,500.00
$5,037.86 $780.000.00
6
City of Carlsbad
2001 -2002 CDBG/HOME Funding Application
Page 1 -
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
CITY OF CARLSBAD
FUNDING PROPOSAL APPLICATION
2002-2003
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
The application must not exceed a total of fifteen (15) pages, including the required
consideration. Please type or print clearly. Attach additional sheets or information as necessary.
application package, including attachments, must be submitted prior to December 20th to
attachments as listed in the Checklist of Required Documents. Ten copies of the completed
Carlsbad, CA 92008.
Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B,
ADMINISTRATING AGENCY
Name of Agency: Solutions Familv Center Limited Partnership c/o Communitv
Housina of North County. General Partner
Address: 1820 S. Escondido Blvd. Ste 101, Escondido. CA 92025
Federal Tax ID Number:
PROPOSED PROGRAM/PROJECT
Title of Program/Project: Solutions Familv Center
Location of Program/Project: 722 W. California Avenue, Vista, CA 92083-3565
Contact Person: Susan M. Reynolds Telephone No.: 1 760 )432-6878
- 33-09876 15
Requested Funding Amount: $ 75,000 in HOME funds
to be undertaken or the services to be provided, the goals and objectives of the
Brief Description of Prograrn/Project (Describe the work to be performed, including the activities
program/project, etc.):
PROJECT DESCRIPTION
-3 The proposed Solutions Family Center project to be constructed at 722 West California Avenue within the City
of Vista will be the new construction of 32 transitional housing units (31 living units and 1 resident manager
unit) with shared kitchens and extensive supportive services on-site. This proposal requests an additional
units than the initial proposal, replace state funds eliminated from the budget, and address increased
s75,ooo, to supplement the Year 2000 Carlsbad HOME commihnent of $75,000, in order to produce 25% more
construction costs.
-3 Each two-bedroom living unit will have 3 rooms (two sleeping quarters and a family living area) and a private
bathroom, with shared kitchen privileges to be determined during the intake, period of the onsite service program.
Social service programs to he provided at the complex will focus on stabilizing family structure; health
screening, referral, and transportation; improving wage earner’s capabilities, providing counseling and case
establish their lives. Rents will be structured so that families pay no more than 30% of their actual income
(similar to Section 8-style rents). The units to be built at Solutions Farnib Center will remain affordable to
families earning no more than 30% of the Area Median Income for a 55-year period.
- management for victims of domestic abuse, and finding permanent affordable housing so that families can re-
(Word\APPLICAilON]
Revised: 12/20/01 ,j,kfl SOLNSCorlrApp2002.doc
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 2
0 Readiness. The project has raised over $3.1 million, or over half of its long-term development funding, in the
past 18 months. The State has also committed $735,922 in short-term predevelopment funds. It has been
moved to a site and design that does not require a CUP, and has already received a unanimous Vista City
workshop found little opposition and some neighborhood support for the project. A Vista development permit
Council action committing over $550,000 in local redevelopment funds to the project, A community design
is expected in the second half of 2002, and construction start is planned for the end of 2002. A funding
-Enchitas, Proposition 10 funds, and Supervisor Home’s funds -- will be submitted as part of their application
application is currently pending for a County decision in February, 2002. The remaining funding applications -
cycles in the first half of2002. The Solutions capital campaign will also be kicked off in January 2002.
*:a Other Changes Since 2000 Application. , The project has been increased from 26 to 32 units, serving nearly
25% more families. The size increase, site-specific design information, and industry-inflation have increased
construction costs. The State eliminated capital funding from the EHAP program, eliminating a $550,000
while Carlsbad families are 6 to 14% of the users of the current Vista facility.
source from the budget. The proposed increase in funds would make Carlsbad’s share of funding under 3%,
-
GOALS/OBJECTIVES
The safety and immediate basic needs of homeless families, such as quality housing with adequate meals and clean
clothes will be the Cenfer’s first priority. Subsequent to those stabilization needs, Cenfer support staff will then
respond quickly to the long-term housing, employment, and support service needs of homeless families entering the
has proven to work exceptionally well within this short-term service-enhanced environment. The goal is to assess
facility. North County Solutions for Change has designed and used a housing and economic recovery model that
the person’slfamily’s housing, employment and service needs and then act as a housing and employment 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 secured.
- The Cenfer will be an entry point in the San Diego North County region’s Continuum of Care system. The Center’s
purpose will he to act as the passageway for families into long-term supportive housing programs, Section 8, or
other affordable rental housing situations. The Solufions Family Cenfer will act as a pivot point rather than a
resting spot and will assist families transition into other resources quickly by helping them qualify for Family
Reunification Housing Assistance, or by helping them increase their income earning capacity so that they will be
able to secure affordable rental housing.
1. ORGANIZATIONAL ABILITY/CAPACITY
A. This agency is:
E4 Non-profit 0
0
For-profit
Local public agency la Other [Please specify.) Limited Partnership
0 State public agency
6. What is the purpose/mission of the agency?
North County Solutions for Change is dedicated to instilling attitudes of self-accountability and personal respect
supportive living environments for working families and people in need.
in homeless clients. Community Housing’s mission is to develop and manage housing that provides quality,
Community Housing of North County and North County Solutions for Change have entered into a joint venture
partnership to acquire, develop, own, and operate a low-income transitional housing project in the City of Vista.
The partnership represents the joining of two non-profit agencies dedicated to housing and improving the quality of
life for low-income families.
,- C. How long has this agency been in operation? Please include the date of
incorporation?
several churches started an Emergency Winter Shelter to provide
in the greater North San Diego County metro area. The coalition
(Word:\APPLICATION)
Revised: 12120/01
2001 -2002 CDBG/HOME Funding Application
City of Carlsbad
Page 3 - of these agencies and churches became known as Vistan’s in Service to Active Recovely (VISTAR). In an effort to
implement a permanent year-round solution, rather than the yearly winter “band-aids”, the VISTAR coalition helped
organization: North County Solutions for Change. Solutions for Change was incorporated in November 1999.
organize the Regional Homeless Family Task Force, which in turn gave rise to the creation of a new non-profit
Community Housing has been developing and managing quality affordable housing throughout San Diego County
for working families and people in need since March 1988.
D. How long has this agency been providing the proposed program/project?
North County Solutions for Change operated the Vista Winter Shelter 2000 program from December 17, 1999 until
the close of the shelter on March 17, 2000, and has operated the current interim Solutions Family Center in Vista
since 2000. Executive Director Chris Megison has over ten years of experience in working with and housing
homeless people in San Diego County.
Community Housing has been building and operating quality affordable housing since 1988, and transitional
housing for homeless families since 1990. Community Housing has built seven complexes, and acquired and
rehabilitated ten complexes, with over 730 apartments Community Housing developments in progress include over
500 units across San Diego County.
E. Please submit an organizational chart for the agency as Attachment A. See Attachment A for this item.
F. Please describe the agency’s existing staff positions directly responsible for the
implementing such a program/project. [Resumes may also be submitted as proposed program/project and their qualifications and experience in
Attachment B but not in lieu of a complete response.)
North County Solutions for Change: Chris Megison, Executive Director
Chris Megison, Executive Director of NCSFC launched the organization in November 1999. Mr. Megison has
operated two emergency housing projects sponsored by the City of Vista and has developed an interim transitional
the existing interim center). As staff and then Regional Director of the non-profit Alpha Project from 1992-1999,
housing facility called the Solutions Family Center (the new development proposed in this application will replace
negotiated two Special Use Permit applications for transitional housing programs, and obtained discretionary
Mr. Megison directed the Casa Raphael homeless housing program in Vista for seven years. He successfully
approvals for three other shelters.
Mr. Megison’s 10 years in the United States Marine Corps included national training, certification and awards in
substance abuse counseling. In 1991 Mr. Megison was transferred back to Camp Pendleton, CA and selected to
develop and administer a satellite Counseling Center aboard a base with a high rate of drug and alcohol abuse.
Within 16 months Camp Pendleton’s drug/alcobol incident rate fell 65%.
Mr. Megison’s most notable achievement was creating a successful micro-enterprise program with an annual budget
of $400,000 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
these alliances, the Alpha Project’s North County operation became completely self-sufficient through earned
contracted with Mr. Megison to provide exclusive vending operations at football and baseball stadiums. Through
income, eliminating the need for further public funding.
Community Housing of North County: Sue Reynolds, Executive Director
years of experience in affordable housing issues, Ms. Reynolds also brings broad experience in nonprofit
Sue Reynolds has led Community Housing of North County as Executive Director since September 1997. With 25
development training, development finance, and resident-controlled forms of multifamily ownership. She has been
responsible for the financing or development of over 1500 affordable units in 25 projects over her professional
career. Her first housing for homeless families was developed in 1989.
-
IWord:\APPLICATIONl
Revlred: 12/20/01
SOLNSCorisApp2OOZ.doc
City of Carlsbad
2001-2002 CDBG/HOME Funding Application
Page 4 - Ms. Reynolds has written a national technical assistance manual on nonprofit joint ventures to house special needs
residents, as well as other publications. She has also taught graduate-level planning courses, and produced and
taught housing development courses for nonprofits and homeless housing providers.
G. Please indicate your agency's level of experience with the CDBG/HOME
program.
CDBG/HOME Droaram:
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.
Y Considerable experience, more than 5 years of using CDBG/HOME funds.
million in diverse public sources, $18 million in equity, and $12 million in private debt. Community Housing
In the past six years, Community Housing has acquired $60 million in development financing, including over $26
closed its first project with CDBG funding, a transitional housing complex for homeless families called Las Casitas,
in 1991.
North County Solutions for Change in just over two years (since its founding) has demonstrated a strong capacity
for financing development. North County Solutions for Change has received over $200,000 in contributions and
has successfully managed CDBG contracts with the City of Vista for $146,000, FEMA for $14,000, and the~Coun
of San Diego for $5,000.
Carlsbad's initial commitment has already helped the joint venture to raise $105,000 in CDBG/HOME funds, \
$2,044,512 in state funds, and $760,960 in local government funds, $204,700 in private funds for this project, for a - total of over $3.1 million, or over halfthe project development budget.
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?
@No
If yes, please explain nature of finding(s) and how finding(s) has been addressed
Yes
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.
See Attachment C. The combined $150,000 of HOME funds from Carlsbad would be leveraged 36 to 1;
Carlsbad's money would be 3% of the total, although Carlsbad resident useage of the Solutions' North
County homeless family facility has ranged from to 6% to14%. The two sponsoring organizations are
financially stable.
B. Did you receive any of the following sources of funding from the City of Carlsbad
within the last two years (2000-2001 and 2001-2002) for the proposed
program/project?
Sources of Fundinq
CDBG - Yes
Community Activities (General Fund monies) E
Revised: 12/20/01
[WO~~:\APPLICATION]
c
City of Carlrbad
2001 -2002 CDBG/HOME Funding Application
Page 5 5y v expended, funds remaining, program/project discontinued).
If yes, please indicate amount and status of previously awarded funds [fully
CDBGIHOME funds
Amount Received
$75,000 Funds remaining
Community Activities 0
B.
cities, last year [July 2001 -June 2002)?
Did you receive any federal funds, including CDBG/HOME funding from other
No Yes (Please list funds below.)
CDBGI City of Vista Proaram Source Amount Received (For this proiect]
$30,000
C. Will additional CDBG/HOME funds be required in future years for the project?
No Yes
Carlsbad has supported the past operations of the interim Solutions Family with operating grants,
and Solutions for Change would be requesting that help in the future.
111. 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 facili'y, or relation to public transportation.)
-
While the development is located within the City of Vista, North County Transit District Route 33 1 makes 3 1 daily
stops at the nearest bus stop (within 1,500 ft of site on California 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 2002-2003 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 programlproject. 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 Solutions Furnib Center proposes to begin to address homelessness in the North County area by building a short-
term service-intense facility to house and assist homeless families from areas throughout the County. The Center's goal
" is to provide quality services to homeless families that allow them to move from homelessness to self-sufficiency,
For the last 6 years, virtually all of the North County jurisdictions have participated in the North County Regional
[Homelessl Shelter Task Force. According to the San Diego Urban County and HOME Consortium 2000-2005
Consolidated Plan, in 1999 there were an estimated 835 shelter beds in San Diego County, but the urban and rural
Revised: 12/20/01
(Word:\APPLICATlON) SOLNSCodsAppZOOZ.doc
2001-2002 CDBGIHOME Funding Application
City of Carlsbad
Page b
homeless population was approximately 15,000 individuals and families. As the concern of homeless families became
more visible and frequent, the Task Force has identified the provision of services and facilities for homeless families as
a HIGH PRIORITY NEED, and has contributed to the development of the Solutions Family Center as a potential
solution to the need. As further evidence of the need, for the period from December 15, 2000 to June 30, 2001, the
interim Solutions facility housed 42 families, including 49 adults and 87 children, For the period from December 15,
2000 to March 15, 2001, the North Countv Coastal Emergency Cold Weather Shelter sheltered 470 people, including
80 children under the age of 18.
The cities that have participated on the Task Force are funding the operations of the interim Solutions Center, and
will be participating monetarily in the financing of the permanent Solutions Family Center. The Cities of Vista,
Carlsbad, Encinitas, San Marcos, and Oceanside are contributing permanent and operating financing, technical
assistance, and service support for the development of the Center. This is the first joint-city development in the
.-
D. Please indicate the number of clients, by households or individuals, benefiting
from the proposed activity and the percentage that are Carlsbad residents.
3 1 family units, with an average stay ofjust under 6 months, will serve 70 households in a year. 70 Households or - Persons of which 14% are Carlsbad resident f-J
0 E. Does your agency focus its activities on populations with special needs?
0 No IX 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 Solutions Family Center will address services to homeless families throughout San Diego
County The program will focus on empowering family units to become stable, strong, viable
community participants.
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
programlproject as Attachment D. The agency must ensure the expenditure of all CDBG/HOME m year. I, the undersigned, do hereby attest that the above
he best of my knowledge.
I Z/20.18/ Executive Director, c
Title Community Housina (as GPl Date
r
Date Received:
Date Reviewed:
Staff Person Completing Review:
Revised: 12/20/01
(Word:\APPLICATION) SOLNSCorlsAppZO0Z.doc
SUE REYNOLDS
Executive Director
.. Conmunity Housing of North County
Sue Reynolds has led Conununity 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
developlnent training, development finance, and resident-controlled forms of
multifainily ownership. She has .been responsible for the financing or
developmnt 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 conmunity ionprofits 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 as government and private hnds.
Training in housing development for nonprofits, boards, and local
govenments is mother specialty area for Ms. Reynolds. In recent years she
has been the lead traher 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
ownerslip models, including liinited equity cooperatives and tenadnonprofit
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 housing
work in New York City, she staffed the citywide federation of conununity-
based nonprofits, and was a planner and proiect packager at New York’s Pratt
Institute Center for Community and Environmental Development. She has
also taught graduate-level plinning courses.
Ms. Reynolds holds a Master of Urban Planning degree, from Colunlbia
University.
1820 5. Escondldo Blvd. - Suite 101
rcondido, CA 92025
phone 760.432.6878 ~
!ox 760.432.6883 \
Solutions Family Center
Sources and Uses Version: Dee-Ol
ERMANENT SOURCES AND USES
T SOURCES
AHP
Local Government County 01 SD
Local Government County Supervisor Fund
Local Government Oceanside Local Fees
Local Government Encinilas CDBG
Local Government Carlsbad HOME
Local Government San Marcor LoWiMod
Local Government Vista CDBG
Local Government Vista LaMadiCHFA HELP
OTHER
OTHER Deferred Payment Debt Proposition 10 Funds
OTHER
Solutions Capital Campaign Commitments
HCD MHP
TOTAL SOURCES
DEVELOPMENT USES
ACQUISITION
Land
CONSTRUCTION
COnfraCt Price
SiteworklDemolition
Offsites
$354.133 /acre
3,265,616
strvcture 31,000 nfX$52.7OX 1.25PrevWa I 172 52
Parking Slructurer
OverheadiGen Reqi Profit
Perf bond premlum
coIl51r contingency
LENDER SOFTCOSTS
CO"S1'. Loan Inter
Predevel Interestifees (Acq Fees +Accrued Interest)
12%
9%
Monmi+Cafo: 2.0
Pald from Developmen
Paid from Operating 01
Con~lr. Loan Orian Fee
constr Loan Legal
Conrtr Loan Other
Apprasals
Perm Orgin Fee
Perm 01 MHP PrevWage Doc.
DEVELOPMENT SOFT COSTS
Architen
SoildTraffic
survey
Envlron.
Constr EstimiSupeNn
Relocation PaymentriCansultant
AcqiCanrtr. RE Taxes
lnsur COnBtruniDniOperationJ
Acquir. Holding Coats ("on-inrurltaxes)
Consultant- Development
Developer Fee
Developer Admln
SOH Cost Conting. 5% I
PERMITS AND FEES
Public permits and fees Ail Fees
Other Fees:
Ulillty FeeriDeporits
OTHER SOFT COSTS
AccntiAudit
TitleiEscrow AcqlConstriPerrn
Legal - AcquisitioniCon61rlPermsnent
Pmp. Mgt Furniture
Reserves -- Replace High MHP reserve.
0
I 2.3%
QI
)TAL DEVELOPMENT COSTS
&bi!xN
957.000
176,700
100,000
135,960
100,000
150.000
75,000
30,000
550,000
400,000
2,044,512
797.629
6,517,001
(0.
Em
500,000
619,733
2,248,242
I
357.327
40.316
277,576
66.440
119.152
14,694
7,000
10,000
11,000
I
24,492
95,200
50,000
16,000
3,700
63,500
I
36,000
11,531
2,000
100.000
125,000
43,697
I
460,000
I ,
6,000
10,000
125,000
11,000
20,000
5,617,001
,-
elutions Family Center
0
-
lperating Proforma 12/20/2001
ICOME:
Gross Scheduled Income - Commercial
Gross Scheduled Income - Residential
Gross Scheduled Income - Other
Gross Income
(Commercial Vacancy LossIDelinq)
EFFECTIVE GROSS INCOME
(Residential VacancvIDelins -- on RenVOther Only)
PERATING EXPENSES
Administrative
Advertising
AccountinglAudit
Legal
Other: Bus Lic/Franchise/Supplies
Security
Management Fee
Utilities
Fuel
Gas 8 Electric
Electricity
Other: Telephone
Payroll 8 Related
WaterISewer
On Site Manager
Maintenance Personnel EXCL Free Rent Unit
Other Payroll Taxes, Workers Comp
Insurance
Real Estate Taxes
Maintenance
Painting
Repairs
Trash Removal
Exterminating
Grounds
Elevator
Other:
Services
Misc
Other
RESERVES
TOTAL OPERATING EXPENSES
Operating Reserve
Replacement Reserve
IiW Monitoring
TOTAL EXPENSES AND RESERVES
10.0%
28.300
19,200
0
12,000
54,912 EXCL Free Rent Unit
12,000
250
21,300
0 IuniVyr
0
0
92,628
89,200 m
0
183,748
174,293
1,600
18,500
2,200
6,000
0
0
0
19,200
0
12,000
24,960
20,800
9,152
12,000
250
1,300
7,000
4,200
1,800
4,000
3,000
0
0
0
(
4,624 IuniVyr 147,962
16.328
0
8,587
172.877
0.005 510 /uniVyr
0.00% EGl
5,577 /uniffvr
NET OPERATING INCOME
AVAILABLE FOR DEBT SERVICE DCR: 1.10 1,287
1,416
Solutions Family Center Development Timetable:
Actual / Scheduled
(Indicate Month/Year)
f - 2102-
I - 3102-
- 810 1-1 - 1-1 1101-
I ""
SITE
Environmental Review Completed
Site Acquired
LOCAL PERMITS
Site Plan Review
Grading Permit
Building Permit
CONSTRUCTION FINANCING
Loan Application
Enforceable Commitment
Closing and DisbursemenVBegin Relocation
FHLB Affordable Housing Program
Type and Source
Application
Closing or
City of Carlsbad HOME Funds
Application
Closing/@
Funds Available
City of San Marcos Low/Mod
Application
Closing/-
Funds Available
City of Vista CDBG $30,000
Application
Closing/-
Funds Available
MHP - State HCD
Application
Closing/-
Funds Available
County of Sun Diego CDBGIHOME
Application
Closing/-
Funds Available
/ 1/02
City of Encinitas CDBG/HOME
114/02
Application
I 8102-
ClosingIAward
- Funds Available
CHFA HELP
- 9101- I Application
I 9101-
Solutions Capital Campaign
16102-
Application
1-6102-
Closing/&
- Funds Available
I 12102 Construction Start
1- 8103- Construction Complete
/-9103- - Occupancy ofAll Assisted-Units
7.465
2-730
2-870
2-780
1-830
2-710
2")
3-300
3510
5.700
6-200
6110
6.410
6240
7-100
73w 7-300
1
LE-0
6,WO SqFt
8,470 CY
14,000 CY
5,200 SqFt
1.75 A=tu
l.000 SqR
1.15 Amr
1.75 Anu
1.75 Am
1.75 Awm
1.7s Acres
1.75 h
2,800 LF
ZOO LF
2,125 Sqh
IEA
1EA
1.75 Auer
16,883 Sqh I4660 SqFt
2F.A
16 Ea
1EA
11,543 SqFt
11,543 SqFt 11543 SqFl
11.543 SqFt
11343 SqFt
1w LF
11,543 Sqh
11.543 SqR
11.543 SqFt 11.543 SqFt
lLY3 SqFt 11543 SqR lLY3 SqR
1193 SqFt
lE9-091
176 Squoro
= Udt
CW =
3 .w
5.00
1.00
5m
7.00
1s.00
20.000 23.m
25.000
13.000
18,W
15.101
15.00
15.00
5.00
1200 lS,OOO
35.000
8.00
0.50
4200
6.000
1,000
13.00
286
03s
125
ma0
0.75
0.25
164
0.43
0.15
OM
4.80
3.65
0.10
1.10
- TOM
IF
18.000
5204 42350
98.0W
8,l50
I5.wO
3S.000
22.750
43,792
31.300
26,427
42,000
3,WO
10,625
12wI
15.m
61,250
QOlW
135.064 7.330
nm 12.000
410.059 %OW
90tl3 11,040
39.429 20m
23.657
1686
28.141
13563
9463
115,UZ
23.657
l51.406
34697
3.154
_i MultL
135
I.?.! 1.Z
1.05
1.25
135
125
120
12
120
125
1.3a
125
125
1.30
1.00
1.10
1.40
122
135
123
125 I25
13s
1.3.3 1.10
130
1.10
1.10
123
13s 135
1%
1.2s
1.10
1.35
1.35
120
125
- rdww
32,500
6.5oc
lOz.90C
52.93a
10,938
43,750 18.750
52.323 52,m
2790 37.800
33.033
S2,MO
3,750
13,813
1200
16,500
85.7SO
634,146
168.S30
9,163
90,m
1s.000
Z.Mo 553,580
99234
I3248
22.000
433n
29.572
9,851
35,IU
16.954
11.829
26,023
USA28
204,399
3,785 43.372
-
cost
rat -
195.m
18.750
43,750
52,325
27.300
52,500
37.800
33,033
56350
31.513
85,750
04746
168,830
107500
9.163
553,580
99134
65.371
13,248
29.572
9.857
35.1M
16,954
26,023
11.829
204399
155.428
43.372 3.785
- Par Acrrl
_sq.pt
111,871
10.714
25.w0 29,w 30.0W
z1.m
156W
18,816
32.143
49,000
344,105
5.35
0.29
3.41
1755
3.15
0d2
2.07
0.31
0.94
0.54
1.12
038
4.93
0.83
6.4
0.12
138
1012-22-130
i" 1-560
8111-019-091
1.10
1.10 5205
1.10 1.561
1.10 1.735
1.041
1.20
1.0s 19.872
1.00 47.000
7.570
130 114.400
1.10 9.680
130 1rpo 1.30 26.OW
130 28.756
130 33,871
130 77.620
1.30 18200
130 18452.1 1.30 16,405
1.50 23.657
128 224Ba2
5,203 0.17
1,561 0.03
1,041
1,735
0.03
0.06
19.872
7370
0.63
024
47&0
168380 5.33
1.49
62,626 1.99
95,820 3.M
184521
16.402
5.u
0.57.
23.657 0.15
1139 2JAw
1WA20
124.051
333%
4.14%
4.00%
_-
Footnotes
BllP-OE9-091
CITY OF CARLSBAD
COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM
FUNDING PROPOSAL APPLICATION 2002-2003
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 complete proposal
package, including attachments must be submitted prior to 5:OO PM on December 20” to Frank
2389.
Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA 92008-
ADMINISTRATING AGENCY
Name of Agency: Citv of Carlsbad
Address: 2965 Roosevelt Street, Sulte 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 M34-2818
Requested Funding Amount: $1,482.952.00
to be undertaken or the services to be provided, the goals and objectives of the
Brief Description of Program/Project (Describe the work to be performed, including the activities
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 properly to be used for new affordable housing projects.
C
c
City of Carlsbad
2000-2001 CDBG/HOME Funding Appllcatlon
Page 2 .'
c ORGANIZATIONAL ABILITY/CAPACITY
A. This agency Is:
Non-profit 0
Local public agency
For-profit
Other (Please specify.)
0 State publlc agency
B. What is the purpose/mission of the agency?
Munlclpal Government
C. How long has this agency been in operation? Piease Include the date of
incorporation?
lncorporated In 1952
D. How long has this agency been providing the proposed program/proJect?
Housing Reserve Fund was established durlng 2aoo-2wl program year
E. Piease submit an organizational chart for the agency as Attachment A.
F. Please describe the agency's existing staff positlons directly responslble for the
4- implementing such a program/project. (Resumes may also be submitted as
proposed program/project and their qualifications and experience in
Attachment B but not in lieu of a complete response.)
Debbie Fountain, Housing and Redevelopment Dlrector, w/ll 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 Droarom:
0 Some experience, 2 to 3 yean of using CDBG/HOME funds.
)i( Considerable experience, more than 5 years of using CDBG/HOME funds.
0 No or liffle experience, up to 1 year of using CDBG/HOME funds.
0 Moderate experience, 4 to 5 years of using CDBG/HOME funds.
H. If you have received federal funds, includlng CDBG/HOME funds, in previous
years, have program violation findings ever been made against your
agency/organization?
No 0 Yes
if yes, please explain nature of finding@) and how finding($ has been addressed
by your organization.
..
2000-2001 CDBG/HOME Funding Application City of Carlsbad
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 overaii proposed budget.
Budget unknown until property is appraised.
B.
two years (2000-01 and 2001-02) for the proposed program/project?
Did you receive any CDBG/HOME funds from the City of Carlsbad within the last
0 No ,& Yes
If yes, please indicate amount and status of previously awarded funds (fully
expended, funds remaining, program/project discontinued).
t Received stahbs avallable for expenditure CDBG/HOME funds $437,845
c
c
C. Did you receive any federal funds;inciuding CDBG/HOME funding from other
cities, last year (July 2001 -June 2oM)?
k No 0 Yes (Please llst funds below.)
v nt Recelvd S
$
$
B. Will addltionol CDBG/HOME funds be required in Mure years for the project?
0 No UNKNOWN 0 Yes
111. BENEFITS & 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,
tronsportatlon provided to and from facility, or relation to public transportation.)
Affordable housing opportunltles 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 2002-2003 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 Houslng Resewe Fund
would be required to have an annual household income of 80% or less than the
area median Income.
.'
City of Carlrbad
2000-2001 CDBG/HOME Funding Application
Page 4 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, 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 availobillty 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 Carisbad residents.
unknown Households or Persons of which -%are Carlsbad residents
E. Does your agency focus its activities on populations with special needs?
M No 0 Yes (Piease specify)
Please specify which special needs populations. (Homeless individuals/families,
Persons with disabillties. Persons with substance abuse problems, Veterans, Farm
workers & day laborers, Elderly, Children, etc.)
IV. IMPLEMENTATION OF ACTIVITY
6- A.
rehabilitation, property acquisition, other construction related or new
Please submit a schedule for implementation of the proposed construction,
ensure the expenditure of ail CDBG/HOME funds awarded within the program
pubiic/community service program/project as Attachment D. The agency must
year.
lmplementatlon schedule unknown
I, the undersigned, do hereby attest that the above information is true and correct to the best of
my knowledge.
A7m&*€.dJT A,VA/"S7- /z -/9 - o/
Signature Titie Date
~~~ ~
Date Received:
Date Reviewed:
Staff Person Completing Review:
National Objective:
Local Objective:
Eligibility Determination: