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HomeMy WebLinkAbout2004-03-23; City Council; 17559; CDBG Program Funding ProposalsCITY OF CARLSBAD -AGENDA BILL 4B# 17,559 fiTG. 3/23/04 IEPT. H/RED TITLE: SOLICITATION OF COMMENTS ON CARLSBAD HOUSING AND COMMUNITY DEVELOPMENT NEEDS AND PROPOSALS SUBMITTED FOR FUNDING UNDER THE CDBG PROGRAM. RECOMMENDED ACTION: CITY MGR. SL Hold a public hearing to accept comments on the housing and community development needs of lower income households within the City of Carlsbad. In addition, the City Council may accept comments on the various proposals that have been submitted for funding under the City of Carlsbad’s 2004-2005 Community Development Block Grant Program. ITEM EXPLANATION: BACKGROUND Under Title I of the Housing and Community Development Act of 1974, the City of Carlsbad continues to be eligible to receive funding under the federal Community Development Block Grant (CDBG) Entitlement Program to finance programs that serve the needs of lower income persons. In identifying the needs of lower income persons, federal regulations require that the City Council “hold at least one public hearing to obtain the views of citizens on the grantee’s (Carlsbad) housing and community development needs.” An initial public hearing to invite comments on the City’s CBDG/HOME Program Consolidated Funding Plan Strategy was held on November 4, 2003. This second public hearing will provide another opportunity to obtain comments on the Consolidated Funding Plan Strategy (Exhibit 1) and the City’s housing and community development needs. In addition, this hearing will provide an opportunity for public comment on the specific proposals submitted for funding through the Carlsbad 2004-2005 CDBG Program. The City Council will consider approval of the proposals and funding levels at a future meeting. FUNDING The City of Carlsbad is entitled to receive a new CDBG allocation of $601,000 during fiscal year 2004- 2005. The CDBG Program has $5,356 available for reallocation that was previously allocated to canceled or completed programs. The City has also collected $61,270 from lease payments made by the developer of the Villa Loma affordable housing project, and $20,000 in a loan repayment from a participant in the City’s Single Family Home Rehabilitation Program. These payments represent “program income” to the CDBG Program. The total amount of CDBG funds currently available for allocation to eligible projects that meet the needs of lower income persons is $687,626. PROPOSALS The City received 26 proposals for use of CDBG funds from various organizations in response to a Request for Proposals distributed in November of 2003. The proposals were reviewed and evaluated by the Council-appointed CDBG Advisory Committee and staff prior to interviewing representatives from the organizations on January 22”d and 2gth. The Committee then met again on February 1 Ith and developed the funding recommendations outlined in Exhibit 2. Page 2 of Agenda Bill # 17,559 EXPENDITURE CATEGORY AMOUNT OF REQUESTED FUNDING ($) Public Services 442,585 Public Facility Improvements & 847,903 Other Projects AMOUNT OF AVAILABLE FUNDING ($) 89,550 238,938 Affordable Housing Administration I I OTAL I 2,258,590 I 687,626 847,903 238,938 120,200 120,200 ADVISORY COMMITTEE RECOMMENDATIONS The Advisory Committee has made the funding recommendations noted in Exhibit 2 to this report. The Committee has recommended that $450,000 in funds available in the Public Facility Improvements/Other Projects category be allocated to Community Housing Works for development of a farm worker housing project and the remaining $27,876 be allocated to the City’s Housing Reserve Fund for future affordable housing uses. The Advisory Committee is also recommending that the City Council place a condition on any funds allocated to the Community Housing Works farm worker housing project that will require the organization to obtain site control for the project by October 1, 2004, or the funds will be reallocated to the Housing Reserve Fund for future affordable housing purposes. RECOMMENDATION: It is staff’s recommendation that the City Council accept public comments on the needs of low income persons and the proposals submitted for funding under the City’s 2004-2005 CDBG Program to meet those needs, and indicate the Council’s intent to make a final selection of projects and funding allocations at a future meeting. FISCAL IMPACT: A total of $687,626 is available for allocation to the City’s 2004-2005 CDBG Program. The City Council made a previous decision to use the maximum twenty percent (20%) of the new CDBG allocation, or $120,200, for administration of the City’s CDBG program. The Program has no impact on the General Fund. EXHIBITS: 1. 2. 3. 2004-2005 Consolidated Funding Plan Strategy. Summary of CDBG funding allocation recommendations. CDBG funding applications. (On file in the City Clerk’s Office) DEPARTMENT CONTACT: Frank Boensch, (760) 434-281 8, fboen@ci.carlsbad.ca.us EXHIBIT 1 CON SOL I DATE D FUNDING PLAN STRATEGY CITY OF CARLSBAD CDBGIHOME PROGRAM PY 2004-2005 3 CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM STATEMENT OF COMMUNITY DEVELOPMENT OBJECTIVES The City of Carlsbad Community Development Block Grant (CDBG) funds will be allocated to organizations, agencies, City Departments, or persons to implement programs or develop/improve public facilities which meet the following community development objectives: 2004-2005 1. AFFORDABLE HOUSING: Provide direct benefit to lower income persons through the provision or retention of 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 eliminate residential Building or Municipal Code violations andlor improve the quality of housing units in Carlsbad through residential (rental andlor owner occupied) rehabilitation programs. 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 care; Provide assistance to non-profit public service providers who offer counseling and self- improvement programs/activities for lower income Carlsbad residents; and, Provide assistance to non-profit public service providers who offer recreational andlor cultural programs/activities for lower income Carlsbad residents. 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 care, after-school care, cultural enrichment, recreation, health care/immunization or self-improvement. The City may also give priority to single-parent assistance programs such as counseling services; and 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 services, job training, and educational programs. Programs designed for elderly adults only must provide one or more of the following activities: meals, homemaking or personal assistance services, financial assistance services, counseling, transportation, or shared housing or other housing related services. Fund Strategy 2 of 5 4 CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM 2004-2005 SUMMARY OF ESTIMATED FUNDS AVAILABLE FOR 2004-2005 PROGRAM YEAR Source of Funds Amount($) New Entitlement Grant 601,000 Reallocation of Previous Funds 25,356 Proqram Income 61,270 TOTAL 687,626 Completed/Canceled/lnactive Proiect Funds to be Reallocated Activity Year Status Balance ($1 City of Carlsbad/Administration 1999 Completed 151 Catholic CharitiedLa Posada 2000 Completed De Guadalupe Fence 205 Single Family Home 2000 Completed 20,000 Rehabilitation Loan Repayment North County Council on 2002 Canceled AginglServices Funds Available by Activity Public Service Affordable Housing Public Facilities, Improvements/Other Program Administration/Fair Housinq Total Available Funds 1 5,000 Amount ($1 89,550 238,938 238,938 120,200 687,626 1 No proposals will be accepted for CDBG funds available for planning and administrative activities. All funds will be used for the administration of the City's CDBG Program. Fund Strategy 3 of 5 5 SAN DIEGO URBAN COUNTY HOME INVESTMENT PARTNERSHIP PROGRAM STRATEGY 2004-2005 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. 2. 3. 4. 5. 6. Property Acquisition/Housinq 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. Housing Acquisition/Rehabilitation HOME funds may be used for acquisition of existing housing units with or without rehabilitation for lower-income persons and special needs groups. Housinq 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. Rental Assistance HOME funds may be used for tenant based rental assistance, related residential security deposit assistance programs, and other eligible related costs. 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. Administration/Planning 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. Fundinq 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 4 of 5 6 Element and the Consolidated Plan. Staff will present the 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 (NOFA's). Leveracre 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 2004-2005 PROGRAM YEAR Tentative 2004-2005 HOME Funding Allocation for Carlsbad $306,859 Fund Strategy 50f5 7 EXHIBIT 2 NO. 1 PROJECT AMOUNT FUNDING Brother Benno Foundation / Public Services 10,000 5,000 2 3 4 5 6 Brother Benno Center General Community Resource Center / Public Services 10,000 5,000 Homeless Prevention General Lifeline Community Services / Public Services 17,530 7,425 General Services General North County Community Services / Public Services 12,000 5,000 Food Bank General Health Screening and Immunizations General Brother Benno FoundationlHouse of Public Services 10,000 7,425 North County Health Services / Public Services 13,107 7,425 7 8 Dorothy, Barbara and Rosemary Housing Shelter for Abused Children Housing Catholic Charities / La Posada de Public Services 65,000 7,425 Casa de Amparo / Public Services 10,000 0 9 10 Guadalupe Homeless Shelter Housing for Persons with AIDS Housing Fraternity House / Residential Care Public Services 6,138 0 Interfaith Community Services/ Public Services 8,000 0 I Emergency Housing Program Housing 11 I Solutions for Change/ Public Services 10,000 I 5,000 I Solutions Family Center Housing 12 I Women’s Resource Center / Public Services 12.000 5,000 13 Alternatives to Abuse Shelter Housing YMCA OZ / Public Services 5,000 5,000 14 15 Youth Shelter Housing Boys and Girls Club / Public Services 20,000 5,000 Teen Scene Program Specialized (Youths) Carlsbad Community Enhancement Public Services 75,000 0 16 17 18 19 20 21 22 23 24 Foundation/Com. Enhancement Prog Specialized (Adults) From the Inside Out / Convicts Public Services 15,000 4,850 Reaching out to People Program Specialized (Youths) Join Hands Save a Life / Public Services 89,550 0 Gang Prevention Program Specialized (Youths) Lifeline Community Services/ Public Services 12,000 5,000 After School Program Specialized (Youths) Lifeline Community ServicedEarned Public Services 6,260 5,000 Income Tax Credit Program Specialized (Adults) MAAC / Public Services 15,000 5,000 After School Program Specialized (Youths) Meals on Wheels / Public Services 6,000 5,000 Meal Delivery Service Specialized (Adults) Child Study Center Specialized (Youth) Community Housing Works/ Facilities & Other 450,000 *450,000 Farm Worker Housing Housing Join Hands Save a Life / Facilities & Other 454,676 0 Tri-City Hospital Foundation/ Public Services 15,000 0 25 I Contractina Opportunities Center/ Facilities & Other 9,594 0 26 Procurement Technical Assistance Specialized (Adults) City of Carlsbadl Affordable Housing 781,535 27,876 I Housing Reserve Fund Housing City of Carlsbad 2004-2005 Community Development Block Grant Program Notice of Public Hearing The citizens of Carlsbad and other interested parties are hereby notified that Carlsbad's City Council will hold a public hearing on Tuesday, March 23, 2004 at 6:OO pm in the Council Chambers located 1200 Carlsbad Village Drive to accept public comments on the needs of low and moderate income persons in Carlsbad and discuss projects to be included in the City's 2004-2005 Community Development Block Grant (CDBG) Program. The City has approximately $68730,626 available for allocation to eligible C D BG activities. The City of Carlsbad is committed to using CDBG funds to finance projects/services that provide direct benefit to lower income residents. To develop a CDBG program that meets the needs of the low and moderate-income population, the City of Carlsbad requests assistance from members of the community. Citizen participation is critical to the success of the Carlsbad CDBG program. Therefore, the City invites all community members to consider the needs of lower income persons within Carlsbad, to attend the public meetings, and to provide comments on the housing and community development needs of low and moderate-income persons and the various proposals that have been submitted for funding under Carlsbad's 2004-2005 CDBG Program. Those proposals selected for funding will be identified within the Consolidated Plan as the activities the City will pursue in the upcoming year to meet the needs of lower income Carlsbad residents. The City has received a total of 26 proposals for CDBG funding. Copies of all proposals are on file in the City Clerks Office and the Housing and Redevelopment Department. The following organizations have submitted requests for funding: North County Health Services; Brother Benno Foundation, Catholic Charities-La Posada de Guadalupe, Community Resource Center; Boys and Girls Club of Carlsbad, Join Hands - Save a Life, From the Inside Out, Women's Resource Center, Casa de Amparo, Fraternity House, Lifeline Community Services, North County Community Services, Meals on Wheels, MAAC Project, YMCA OZ North Coast, Interfaith Community Services, North County Solutions for Change, Tri-City Hospital Foundation, Community Housing Works, Contracting Opportunities Center, and the City of Carlsbad/Housing Reserve Fund. Persons who have questions or comments regarding the City of Carlsbad's CDBG Program or who would like more specific information on the proposals submitted for 2004-2005 CDBG funding consideration and those being recommended for funding, please contact Frank Boensch at (760) 434-2818, Monday through Friday between 8:OO am to 500 pm. Persons in need of translators or other special services should contact the Housing and Redevelopment Department at (760) 434-281 8. ISABELLE PAULSEN, CMC Dated: March 11, 2004 03/25/04 THLT 14:54 FAX 760 761 0908 PROOF OF PUBLICATION (2010 & 2011 CCP.) STATE OF CALIFORNIA County of San Diego I am a citizen ofthe United States and a resident of the County aforesaid: I am over the age of eightccu years and not a party to or interested in the abuve- entitled matter. I am the principal clerk of the printer of North County Times Formerly known as the Blade-Citizen and The Times-Advocate and which newspapers have been adjudicated newspapers of general circulation by the Superior Court of the County of San Diego, State of California, for the City of Oceanside and the City of Escondido, Court Decree number 171349, for the County of San Diego, that the notice of which the anncxcd is a printed copy (set in type not smaller than nonpariel), has been published in cach repIar and entire issue of said newspaper and not in any supplement thereof on the foltowing dates, to-wit: I certify (or declare) under penalty of perjury that the forcgoing is true and correct. Dated at SAN MAJiCOS California This ay of March, 2004. .. . Karen A. Peczeli NORTH COLTNTY TIMES SI rn 001 This space is for the County Clerk’s Filing Stamp Proof of Publication of ..:.. .’. ... . NORTH COUNTY mms Legal Advertising TABLE OF CONTENTS CITY OF CARLSBAD CDBG/HOME PROGRAM ADVISORY COMMllTEE WORKBOOK 1. RFP & CDBG/HOME Funding Plan Strategy 2. Application Review Process 3. Committee 81 Staff Roles and Responsibilities 4. Applicant Interview Schedule 5. CDBG/HOME Funding Applications CITY OF CARLSBAD 2004-2005 COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM REQUEST FOR PROPOSALS - 1. Introduction Funding for the federal Community Development Block Grant (CDBG) Program is authorized under Title I of the Housing and Community Development Act. The program provides grants on a formula basis to entitled cities and counties to develop viable urban communities through the provision of decent housing, a suitable living environment and by expanding economic opportunities for lower income persons. Funding for the federal Home Investment Partnership (HOME) Program is authorized under Title I1 of the Cranston-Gonzales National Affordable Housing Act. The program provides grants on a formula basis to entitled cities, counties and city/county consortiums to create affordable housing for lower income households. The City of Carlsbad receives HOME funds as a member of the San Diego County HOME Consortium, a group consisting of the County of San Diego and various cities in the county formed for the purpose of obtaining federal HOME funds. II. Prouram Development 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 Plan 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 San Diego County HOME Consortium. The City submits projects eligible for HOME funds to the Consortium for inclusion in the County’s Consolidated Plan. The eligibility of households for HOME assistance varies with the nature of the funded activity. For rental housing and rental assistance, at least 90% of benefiting households must have incomes that are no more than 60% of the median family income for the area. In rental projects with five or more assisted units, at least 20% of the units must be occupied by families with incomes that do not exceed 50% of the area median income. The incomes of households receiving HOME assistance must not exceed 80% of the area median income. 111. Reauest for Proposals The total amount of CDBG funds from the U.S. Department of Housing & Urban Development estimated to be available for Carlsbad in 2004-2005 is approximately $663,626. This figure includes an estimated $597,000 in new CDBG entitlement allocation, and an estimated $86,626 available for reallocation from program income and previously approved program that have been completed or canceled. Of the $683,626 total CDBG funds available, $1 19,400 will be used for the City’s administration of the CDBG Program and $89,550 will be available for eligible public service activities. Approximately $237,338 will be available for public facilities, improvements and other eligible activities. The remaining $237,338 in CDBG funds will be available for selected projects that will provide affordable housing opportunities in Carlsbad. I Oraanizations are stronaly discouraaed from aimlvina for funds unless thev are reudv to CDBG/HOME Program Request for Proposals Page 2 _c imdement the activity DroDosed for fundina. A matchina funds reauirement will be amlied 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 cateaorv. CDBG fundina for amounts of $100,000 or more may be made in the form of a deferred, no interest loan, to be foraiven in twenty years if the facility remains in use for Durf3oses as stated in the atwlication. It is expected that approximately $306,859 in new HOME funds will be available for affordable housing projects. The combination of 2004-2005 CDBG and HOME funds beina made available for affordable housincl totals approximately $534,197. Specifically, the $372,602 will be used for acquisition of Droperty for affordable housing purposes. An additional 906,859 in 2003-2004 HOME funds may also be available for appropriate proiects. To develop a 2004-2005 CDBG/HOME program which meets the needs of the lower income population, Carlsbad requests assistance from members of the community. Citizen participation is critical to the success of the Carlsbad CDBG/HOME program. Therefore, we are encouraging all qualified nonprofit organizations to consider the needs of low and moderate income persons within Carlsbad and submit an application for a proposed project(s) or service. The Proposal Review Process for the CDBG/HOME Program is attached for your information. Per federal regulations, all HOME funds must be used for affordable housing purposes and CDBG funds may be used for, but are not limited to: public service activities, acquisition of real property, relocation and demolition, rehabilitation of residential and nonresidential structures, construction of public facilities and improvements and conversion of schools for eligible purposes. The types of activities that generally are not eligible for CDBG 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 lower 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; 2. Aid in the prevention or elimination of slums or blight: and 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 community where no other financial resources are available to meet such needs. LOCAL OBJECTIVES In addition to meeting the National Objectives, every project proposed for CDBG funding must meet at least one of the local Community Development Objectives, which are: _- 1. Affordable Housinq Provide direct benefit to lower income persons through the provision of additional CDBG/HOME Program Request for Proposals Page 3 affordable housing units in Carlsbad: c _- 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 eliminate residential Building or Municipal Code violations and/or improve the quality of housing units in Carlsbad through residential (rental and/or owner occupied) rehabilitation programs. 2. SOCIAL SERVICES [GENERAL): Provide assistance to non-profit public service providers who meet the basic needs of lower income Carlsbad residents. Basic needs providers are defined as those that provide food, shelter, clothing and, in some cases, health care: Provide assistance to non-profit public service providers who offer counseling and self-improvement programs/activities for lower income Carlsbad residents: and, Provide assistance to non-profit public service providers who offer recreational and/or cultural programs/activities for lower income Carlsbad residents. 3. SOCIAL SERVICES fCHlLDREN & 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 care, after-school care, cultural enrichment, recreation, health care/immunization or self-improvement. The City may also give priority to single-parent assistance programs such as counseling services; and 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 services, job training, and educational programs. Programs designed for elderly adults only must provide one or more of the following activities: meals, homemaking or personal assistance services, financial assistance services, counseling, transportation, or shared housing or other 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, all persons submitting project proposals to the City should consider the displacement impact upon low/moderate income households. IV. Submission of Reauest For ProDosals All persons, organizations, agencies, etc. wishing to submit an application for funding 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) 434-2818. CDBG/HOME Program Request for Proposals Page 4 c Ten copies of each project proposal must be submitted to the attention of Frank Boensch prior to 500 p.m. on December 15,2003 at the following address: CITY OF CARLSBAD HOUSING AND REDEVELOPMENT DEPARTMENT 2965 ROOSEVELT STREET, SUITE B CARLSBAD, CA 92008 IV. Technical Assistance/Questions or Comments City staff is available to provide technical assistance in preparing applications and to answer questions regarding the application 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. VI. Attachments A. Proposed CDBG/HOME Program Development Activities Schedule B. Low and Moderate-Income Guidelines C. Checklist of required documents to be submitted D. Application for the City of Carlsbad 2003-2004 CDBG/HOME Program E. City of Carlsbad Funding Plan Strategy F. CDBG/HOME Application Review Process - II Ii CON SOL I DATED FUNDING PLAN STRATEGY CITY OF CARLSBAD CDBG/HOME PROGRAM PY 2004-2005 _- CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM STATEMENT OF COMMUNITY DEVELOPMENT OBJECTIVES The City of Carlsbad Community Development Block Grant (CDBG) funds will be allocated to organizations, agencies, City Departments, or persons to implement programs or developlimprove public facilities which meet the following community development objectives: 2004-2005 1. AFFORDABLE HOUSING: Provide direct benefit to lower income persons through the provision or retention of 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 eliminate residential Building or Municipal Code violations and/or improve the quality of housing units in Carlsbad through residential (rental andlor owner occupied) rehabilitation programs. 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 care; Provide assistance to non-profit public service providers who offer counseling and self- improvement programs/activities for lower income Carlsbad residents; and, Provide assistance to non-profit public service providers who offer recreational andlor cultural programslactivities for lower income Carlsbad residents. 3. SOCIAL SERVICES (CHILDREN 23 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 care, after-school care, cultural enrichment, recreation, health carelimmunization or self-improvement. The City may also give priority to single-parent assistance programs such as counseling services; and 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 services, job training, and educational programs. Programs designed for elderly adults only must provide one or more of the following activities: meals, homemaking or personal assistance services, financial assistance services, counseling, transportation, or shared housing or other housing related services. Fund Strategy 2 of 5 CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM 2004-2005 SUMMARY OF ESTIMATED FUNDS AVAILABLE FOR 2004-2005 PROGRAM YEAR Source of Funds Amount($) New Entitlement Grant 597,000 Reallocation of Previous Funds 25,356 Proqram Income 61,270 TOTAL 683,626 CompletedlCanceledllnactive Proiect Funds to be Reallocated Activitv Year City of Carlsbad/Administration 1999 Catholic CharitiedLa Posada 2000 De Guadalupe Fence Single Family Home 2000 Rehabilitation Loan Repayment North County Council on 2002 Aging/Setvices Funds Available bv Activitv Public Service Affordable Housing Public Facilities, Improvements/Other Proqram Administration/Fair Housinq Total Available Funds 1 Status Balance ($1 Completed 151 Completed 205 Completed 20,000 Canceled 5,000 Amount ($1 89,550 237,338 237,338 1 19.400 683,626 - 1 No proposals will be accepted for CDBG funds available for planning and administrative activities. All funds will be used for the administration of the City’s CDBG Program. Fund Strategy 3 of 5 SAN DIEGO URBAN COUNTY 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: 2 0 04-2 00 5 1. 2. 3. 4. 5. 6. ProDertv Acquisition/Housina 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. Housina Acquisition/Rehabilitation HOME funds may be used for acquisition of existing housing units with or without rehabilitation for lower-income persons and special needs groups. Housina 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. Rental Assistance HOME funds may be used for tenant based rental assistance, related residential security deposit assistance programs, and other eligible related costs. 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. Administration/Planning 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 4 of 5 Element and the Consolidated Plan. Staff will present the 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). Leveraa e 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 2004-2005 PROGRAM YEAR Tentative 2004-2005 HOME Funding Allocation for Carlsbad $306,859 Fund Strategy 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 US. 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 Program, the City receives numerous applications for funding from local organizations. In an effort to facilitate the activity selection and funding allocation process, the following procedures have been established for the program. 0 BJ ECTIVE The intent of this process is to streamline the CDBG/HOME funding allocation procedures and implement specific proposal evaluation criteria which 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 Committee, 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 various 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. Interested persons, non-profit organizations, City departments and others may submit a request for funding on the appropriate application form. A public notice in a local newspaper of general circulation will indicate how to obtain an application and the due date for all proposals. Generally, the application review process will begin in November 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 organization'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 outstanding or unresolved findings of violation 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 I 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 Carlsbad'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. All 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. All 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. 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 appointed by the City Council: Senior Commissioner, Planning Commissioner, Housing Commissioner, and four citizens-at-large (one from each quadrant of the City). r_ 4. 5. Each eligible application for funds shall be reviewed and evaluated, for ranking purposes, based upon the criteria outlined below. Advisory Committee Members and Housing and Redevelopment Department staff will evaluate each eligible proposaVapplication for funds and assign a score based on a maximum 100 point scale using the following criteria: a. ORGANIZATIONAL ABILITYKAPACITY Maximum of 25 Points i. Experience of organization in providing 5 Points services to low/moderate income persons/households and in providing the proposed activity. Capacity/ability of staff assigned to implement proposed activity. administration of CDBG or other State or Federal funds. ii. ii. Organization's experience with the 5 Points 5 Points 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 i. II. Relatively stable financial position Leveraging of CDBG funds with outside resources to finance proposed activity. c IMPLEMENTATION OF ACTIVITY 1. Demonstration of organization’s readiness to implement proposed activity d BENEFITS/BENEFICIARIES i. ii. Accessibility of activity for use by Carlsbad clients. Extent to which proposed activity benefits low income persons/households (50% of median family income). Extent to which proposed activity benefits low income Carlsbad households Extent to which proposed activity meets the needs of low income residents iii. iv. Maximum of 25 Points 15 Points 10 Points Maximum of 10 Points 10 Points Maximum of 40 Points 10 Points 10 Points 10 Points 10 Points A copy of the Evaluation Form is attached as Exhibit A for information 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 will 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 r>rior to this interview. 7. Following the interview of each eligible proposaVapplication, Advisory Committee Members and staff will complete their evaluation of the proposal according to the criteria noted above. Committee Members will then submit 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, b. C. d. Public services/facilities for the purpose of providing or maintaining affordable housing; Public services/facilities for the purpose of providing general social services; and Public setvices/facilities for the purpose of providing specialized social services for children and adults. Acquisition of property for the purpose of creating new affordable housing 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. 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 Advisory Committee shall work from the top of each list to the bottom, taking one proposal at a time on a _- 8. 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 facility/other, 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 $5,000, but shall not exceed the requested funding amount. Housing General Social Services 1. 1. 2. 2. 3. 3. TOTAL TOTAL 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. Social Services - Children & Adults 1. 2. 3. TOTAL 9. The Advisory Committee's funding recommendations will be presented to the City Council for action during a public hearing. All applications submitted and the funding recommendations made by the Advisory Committee will be submitted to the City Council for consideration by the end of April of each year. 10. 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. 11, CITY OF CARLSBAD CDBG/HOME PROGRAM ,- CDBG/HOME FUNDING ADVISORY COMMITTEE Staff Roles And Responsibilities 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. ResponsibilitiesProcess 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. Step 2: 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 organizations/agencies 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 Advisory Committee Roles and Responsibilities I. Membership c_ 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 Senior Commission; o Housing Commission; o Northeast Quadrant resident; o Northwest Quadrant resident; o Southeast Quadrant resident; and, o Southwest Quadrant resident. 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. ResmnsibilitiesProcess 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 briefingmeeting 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. Step3: 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. 0 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. summary 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 mannerflevel in which each project meets the goals and objectives of the City of Carlsbad’s CDBG Program. _- 2004-2005 CITY OF CARLSBAD CDBGIHOME PROGRAM LIST OF PROJECT PROPOSALS AND INTERVIEW SCHEDULE 24 25 26 Farmworker Housing Housing 6:30 PM Join Hands Save a Life / Facilities & Other 454,676 Jan. 22,2004 Multi-purpose Gym Special ked (Youths) 6:20 PM Contracting Opportunities Center/ Facilities & Other 9,594 Jan. 22,2004 Procurement Technical Assistance Specialized (Adults) 6:lO PM City of Carlsbadl Affordable Housing 781,535 Jan. 22,2004 Housing Reserve Fund Housing 6:OO PM CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM FUNDING PROPOSAL APPLICATION The following information must be completed by each person/agency/organkation interested in being considered for CDBG/HOME funding. All information requested be provided or the application wlll 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 appilcalon mud not exceed a total d men (15) pages, lncludlng requlred Attachments A through C as llttsd In the Checklist af Required Documents. Ten copies of the completed application package, including attachments, must be submitted ptior to December 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B, Carlsbad, CA 92008. ADMINISTRATING AGENCY Name of Agency: Brother Benno Foundation. Inc. Address: 3260 Production Avenue, Oc eanside. Ca 92054 Federal Tax ID Number. PROPOSED PROGRAM/PROJECT Title of Program/Project: 33-0051 575 Homeless services throuah administrative offices Location of Program/Project: Brother Benno Center Contact Person: Harold Kutler Telephone No.: 1 760 143 9-1 244 Requested Funding Amount: $ 10,Ooo Brlef Dercrlpflon 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 progra m/project , etc.) : $10,000 will be used to help pay for utilities to operate the Brother Benno Center, 3260 Production Avenue, Oceanside which provides food to homeless and working poor, hygiene and health services, transportation, case management for guests. Congregate meals, sack lunches and food packs are provided. Clly d Carlrbad 2001 -2003 CDBG/HOME Fundlng Appllcafton Page 2 .- 1. ORGANlUTlONAL ABIUTY/CAPACITY A. Thk agency is: Non-profit 0 For-profit 0 Local public agency 0 State public agency 0 Other (Please specify.) What is the purpose/mlssion of the agency? The Brother Benno Foundation is dedicated to distributing the generous gifts entrusted to it by the community to serve and uplift the dignity of these of the community who are in vital need within North Coastal San Diego County. How long has this agency been in operation? incorporation? 8. C. Please Include the date of The Brother Benno Foundation was incorporated July 18, 1983. Over the last 20 years, the Brother Benno Foundation has been responding to the growing critical and social and life-sustaining needs of food, recovery, shelter, health and education of the North Coastal Son Diego County community. How long has this agency been providing the proposed progfam/project? Brother Benno’s has provided food to the homeless for twenty years. D. E. F. Please submit an organizational chart for the agency as Attachment A. Please describe the agency’s existing staff positions directly responsible for the proposed program/project and their qualifications and experience in lmplementlng such a program/pro]ect. (Resumes may also be submitted as an optional Attachment B but not in lieu of a complete response.) Harold Kutler - co-founder of the Brother Benno Foundation, has directed the activities of Brother Benno’s since the beginning “Soup Kitchen” days to the multi-service organization of today. Virginia Sylwestrazak - is the Warehouse Manager overseeing operations, warehouse and transportation She has nine years experience at Borther Benno’s. Daniel Boone - is Foundation Treasurer and oversees internal fiscal control with eight years experience at Brothers Benno’s. Blanch Ogle - is the Congregate Feeding Manager. She has more than ten years experience at Brother Benno’s. City ol Carlsbad 2001 -2003 CDBG/HOME Funding Appllcaflon Page 3 - G. Please indicate your agency's level of experience with the CDBG/HOME program. CDBGIHOME wroaram: 0 0 0 W if you have received federal funds, including CDBG/HOME funds, in previous years, have program violation findings ever been made against your agency/organiza tion? agreement or little experience, up to 1 year of using CDBG/HOME funds. Some experience, 2 to 3 years of using CDBG/HOME funds. Moderate experience, 4 to 5 years of using CDBG/HOME funds. Considerable experience, more than 5 years of using CDBG/HOME funds. H. n Yes pd No If yes, please explain nature of finding(s) and how finding(s) has been addressed by your organization. II. FINANCIAL CAPACITY/STABIUTY A. Please submit the proposed budget for the programlproiect, itemizing revenues and expenses, to this application as Attachment C. indicate how the requested CDBG/HOME funds would relate to the overall proposed budget. The requested CDBG funds relate the overall proposed budget by helping pay a small portion of Brother Benno's anticipated costs for Utilities estimated at $66,000 per year; costs for rent estimated at $1 16,000 per year and telephone at $1 2,000 per year. B. Did you receive any of the following sources of funding from the City of Carlsbad within the last two years (2002-2003 and 2003.2004) for the proposed program/project? Sources of F unding CDBG Community Activities (General Fund monies) If yes, please Indicate amount and status of previously awarded funds (fully expended, funds remaining, program/project discontinued). Amount Received Status CDBG/HOME funds $7,500 Fully expeneded Community Activities City d Cadsbad 2001 -2003 CDBG/HOME Fundlng Appllcatlon Page 4 B. Did you receive any federal funds, including CDBG/HOME funding from other cities, last year (July 2033 - June m)? 0 No ’p4 Yes (Please list funds below.) Program Source Amount Receive4 CDBG Oceanside $17.100 Will additional CDBG/HOME funds be required in future years for the project? N No 0 Yes C. 111. BENEFITS I BENEFICIARIES A. How accessible or convenient is the proposed program/project to Carlsbad residents? (Please be specific such as direct servlces to client’s home, transportation provided to and from facility, or relation to public transportation.) The Brother Benno Center is located with easy walking distance of public bus transportation. Approximately one tenth of our guest who benefit from services such are residents of Carlsbad. B. What is the approximate percentage of your clients that have annual family incomes in each of the following ranges: (Percentages should add to 1m: Please see the 20032004 Income Limits for the CDBG/HOME Program) 100 %of clients are at 30 percent or below of the area median income -0- % of clients are between 31 and 50 percent of the area median income -0- 5% of clients are between 51 and 80 percent of the area median income -0- %of clients are above 80 percent of the area median income Please describe how iow and moderate income persons will beneflt from the proposed program/project. Include the need or problem to be addressed in relation to Consolidated Plan housing and communiiy development pridties, as weii as the population to be served or the area to be benefited. (See Consolidated Plan Priorities) Brother Benno’s helps meet the basic needs of lower income Carlsbad residents by providing a variety of general social services. The Brother Benno Center is central point for serving our ‘guests’. Services to our ‘guests’ include food (hot meals, sack lunches, food packs), hygiene (e.g. hot showers, hygiene items. haircuts, etc.) clothing (thrift store and free items from the center’s clothing room), health appointments and medications (prescriptions) shelter (emergency shelter for homeless men, homeless mothers with small children and homeless women, transition housing for women and men in recovery, housing for Lay Minister volunteers), transportation (bus passes), mail /telephone services, legal assistance (given by a volunteer attorney), alcohol and drug rehabilitation (shelter/case C. mnnnnementl13 den\ (nn detnxificntinn\ ti itnrinn nnd P~CP City of Carlsbad 2001 -2003 CDBG/HOME Fundlng Applicaflon Page 5 management/l2 step) (no detoxification), tutoring and case management to help guests find resources to improve their circumstances. D. Please indicate the number of clients, by households or indlviduals, benefiting from the proposed activity and the percentage that are Carlsbad residents. Households or 7”” 90- Persons of which 7% are Carlsbad residents N E. Does your agency focus its activities on populations with special needs? 0 No 0 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.) Brother Benno’s services homeless individua Wfamilies and working poor individuals and families. Some or our ‘guests are persons with substance abuse problems. Some of guests are day laborers Children are served through our food, hygiene , health, clothing, school supplies/backpack and tutoring programs. IV. IMPLEMENTAnON 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. 1, the undersigned, do hereby attest that the above information is true and correct to the best of my knowledge. J Signature Title Date c Date Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: Eligibility Determination: ATTACHMENT C BROTHER BENNO FOUNDATION PROPOSED BUDGET 2004-2005 Ordinary IncomeExpenses Income Brother Benno Center Support (Contributions) $5 6,000 support (Grants) $10,000 (CDBG Carlsbad 2004-2005 Request) TOTAL INCOME $66,000 Expenses Administration $3,000 Insurance Vehicle Liability $30,000 Gasoline $5,000 Building Liability Ins. $3,000 Maintenance $2,500 Utilities $45,000 TOTAL EXPENSES: $88,500 n E I- 1 , ,- Tne i'ollowing information must be cornpleizd by sach personlagencyiorganizotion interested in being ccnsidered for CZEG/HOME funding. All informaiion requested must be provided or the caplication will be considered incompleie and will not be further evaluated for funding consideration. Please Type or print cfearly. Attach additional sheets or information as necessary. The applicaiion must not exceed a total of iiiteen (15) pages, including required Attachments A through C as listed in the Checklist of Required Documents. Ten copies of the completed application package, including ai-tachments, must be submitted prior to December 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B, Carlsbad, CA 92008. ADMINISTRATING AGENCY Name of Agency: Communitv Resource Center Address: 9. ?A 92034 Federal Tax ID Number: 95-3497926 PROPOSED PROGRAMIPROJECT Titie of Program/Project: Homeless Prevention / Intervention Program Contact Person: Donna Montesna , LCSW Telephone No.: 1 7 6 0 7 5 3- 1 1 56 Requested Funding Amount: $ 1 0 I 000 00 Brief Description of ProgramProject (Describe the work to be performed, including the activities To be undertaken or the services to be provided, the goals and objectives of the programiproject, etc.): 1- Funds from the City of Carlsbad will be used to support the Community Resource Center (CRC) Homeiess PreventionAntervention Program. The primary objective of this program is to provide services (in Engiish and Spanish), which decrease the potentia1 for homeiessness and hunger amongst Carisbad residents. Additional objectives include, meeting the basic neeus of iow-income persons. which results in the development or" personal produczivity and self-suxxcfency, alleviating emorionai and/or psychological stress and decreasing the prevalefice of mental heaith probiems ezper;esced by Carisbad resid en xs. Epeciiic program services incZude: 1. _. 7 xne.rgenqi ~SS~SK~RC:: (txms_oocatior,. clothing, - 22s vouches. sneiter Disrriburion of food 6 days per week: piacemezlt. 2:c.); 4. Empioymem prepamtion assistance. job search anti piacemest assistancz. V. 9 ~mergenq sneiter piacemeat ana case management: through the id wearher Interfaith Shelter Nesvork and the Motei Voucher Progrzm. - - U. T Crisis inrewearion. counseiing, ssessmex. acivocac.; me niacenen:: - -. Specific program objecrives are cieariy stxed within the adm5d docnnenraaion. City of Carisbad 2001 -2003 CDBG/H3ME Funding Application Page 2 - I. 3 RG AN lZATl3 N A!. AB I LITY/CAPACIN A. Tni; agansy is: XCK hon-prof;? n For-profit D Local public agency D State publiz agency Other (Piease specify.) B. What is the purpose/mission of the agency? To promote a sense of community, healthy families and responsible, capable individuals." I* C. How long has this agency been in operation? incorporation? Please include the date of Community Resource Center was incorporated in 1979 and has continually served coastal north San Diego County. D. How Ion hqs this agency been providin the proposed program/project? Comm%nitv Resource Center 8,s over 24 years of experience providing professional services to women, children, the homeless, the working poor, the unemployed and/or substance E. F. Pie&&?6%h an organizational chart for the agency as Attachment A. Please describe the agency's existing staff positions directly responsible for the proposed program/project and their qualifications and experience in implementing such a program/project. (Resumes may also be submitted as an optional Attachment B but not in lieu of a complete response.) So as to ensure that the multiple needs of community members are met, one full-time Bilingual Caseworker (BC) is required. The current BC has more that 10 years of community service work with emphasis on the special needs of the immigrant population. He is bicultural and bilingual, highly skilled in client assess ment procedures, casework planning, and emergency assistance techniques. The BC will be supervised by the Clinical Superviso G. Piease indicate your agency's level of experience with the CDBG/HOME program. C=DBG/HOME Droaram: ho or little exDerience, up to 1 year of using CDBG/HOME funds. - rl a Some experinnce, 2 io 3'years of using CDBG/HOME tuncis. Mouerate experience, 4 to 5 years of using CDBG/HOME funds. Sonsiaar=lble experience, more tnm 5 years of using CDBG/HOME funds. City of Carlsbad 2001 -2003 CDBS/HOME funding Applizaiion Page 3 .- H. If you r,ms rcsivsc iederal iunas, inziudins CZDGG/HDME funds, in previous vears, n3vs program vioiaiion nndrngs eve: baen made against your c mcy i arg =niz3tion? If yss, piaase explain naiur9 of findin&) and how frnding(s) has been addressed by your organization. N.A. II. FINANCIAL CAPACITY/STABILITY A Please submit the proposed budget for the program/project, itemizing revenues and expenses, to this application as Attachment C. Indicate how the requested CDBG/HOME funds would relate to the overall proposed budget. B. Did you receive any of the following sources of funding from the City of Carlsbad within the last two years (2001-2002 and 2002-2003) for the proposed program/project? Sources of Fundinq CDBG Community Activities (General Fund monies) - No - Yes 0 rn If yes, please indicate amount and status of previously awarded funds (fully expended, funds remaining, program/project discontinued). Amount Received Status CDBG/HOME funds 5,000.00 Fully Expended Communiiy Activities B. Did you receive any federal funds, including CDBG/HOME funding from other cities, Icst year (July 2002 -June 2003)? a NO Q Yes (Please iist funds below.) Proaram Source Amount Received Encinitas CDBG $ 20,000.00 $ $ c. Will additioncll CDBG/HOME funds be required in future years for the projsct? No E4 Yes Ciiy of Car!sbad 2001 -2003 IDBGIHOMf Funding Applicaiion Page 4 ,--- II!. BENEFITS E: 55NEFICIARfES P.. How accessible or convenient is tne proposed Drograrn/Dro@CT to Carlsbad resident;? (Please be sDecific such as direct services to client's home, Transportation provided To and from iacility, or relation to publk Transportation,) The proposed project is very accessible from the city of Carlsbad. The Encinitas office is located two blocks south of the main transit that serves the bus and.Coaster directly to Carlsbad. B. What is the approximate percentage of your clients that have annual family incomes in each of the following ranges: (Percentages should add to 100%; Please see the 2003-2004 Income Limits for the CDBG/HOME Program) 9 5 5 % of clients are at 30 percent or below of the area median income % of clients are between 31 and 50 percent of the area median income % of clients are between 51 and 80 percent of the area median income % of clients are above 80 percent of the area median income .- C. Please describe how low and moderate income persons will benefit from the proposed program/project. Include the need or problem to be addressed in relation to Consolidated Plan housing and community development priorities, as well as the population to be served or the area to be benefited. (See Consolidated Plan Priorities) The project will focus on prevention of hunger, homelessness and unemployment in the North Coastal Community area by providin services which promote self-sufficiency, including but not limited to: emergency assistance, distribution of food commodities, clothing vouchers, shelter referrals, bus tokens, intake and assessment, crisis intervention, case management, food assistance, resume development, employment preparation, and job placement assistance. D. Piease indicate the number of clients, by households or individuals, benefiting from the proposed activity and the percentage that are Carlsbad residents. 4 n n Households or 8nc) Persons of which % are Carlsbad residents c @ - -. Does your agency focus its activities on populations with special needs? No El Yes (Please specify) Please specify which spezial needs populations, (Homaiass in=iividuats/iamilies, Persons with disabilities, Persons with substance abuse prcblems, Veterans, Farm workers & aa laborers, Elderly, Children, etc.) Women an2 children, Latinos day laborers), homeless, families, elderly citizens living on fixed incomes, and the unemployed and/or underemployed. including farm workers and ,- I City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 5 IV. IMPLEMENTATION OF ACTIVITY A. Please submit a schedule for implemaniation of the proposed construction, rehabilitation, properiy acquisition, other construction related or new DUbiiC/COmmUniiy service program/proje,-.t as Atiachment D. The agency must ensure the expenditure of all CDBG/HOME funds awarded within the program year. I, the undersigned, do hereby atiest that the above information is true and correct to the best of my knowledge. Signature Title Date Date Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: Eligibility Determination: n T- 6 2 ii c 0 4- Hunger and Homeless Prevention Program Budget For Fiscal Year 2004-2005 Revenue: Program Fees 'CDBG-Encinitas 'CDBG-Motel Voucher 'CDBG-Carlsbad 'Community Support Total Revenue Expenses Client Assistance Salaries 8 Benefits Utiiities Bldg. Repairs & Maintenance Equipment Purchase Equipment Rental Office Supplies insurance (Liabiiity & Property) Advertising Audit Fee c Telephone Proposed 7/04-6/05 17,500 20,000 5,000 10,000 20,000 72,500 8,275 96,198 3,258 4,500 1,500 500 947 1,750 850 250 500 Total Expenses 1 18,528 Deficit (46,027 -99) NOTE: This budget does not include donated goods distributed to ciients such as bread, vegetables, canned goods, diapers, baby formula and other basic goods which are estimated to be worth $ 32,500. The Salaries and Benefits line item comprises two full-time Caseworkers, SFTE Program Director and a part time Counselor. The Bread room will be operated by volunteers under the supervision of the Program Director. not secured. If unsecured funding sources do not materialize, CRC will reevaluate its ability to provide services at the required levels. - Community support coming from foundations and CDBG contracts are _- City of Carisbad Community Development Block Grantmome Program Funding Proposal Application 2004-2005 Community Resource Center Homeless Prevention and Intervention Program Attachments Obiectives and Activities 1. Objective: Activities: 2. Objective: Activities: To decrease the potential for homelessness amongst individuals and families within the Carlsbad community. 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 maintag permanent affordable housing. 4. Supply emergency shelter and transitional housing services to battered women and their children, 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 faWwinter months. To reduce hunger within the lowhower income population of Carlsbad and the coastal North San Diego County. 1. Supply emergency food through the CRC Food Pantry 5 days per week. 2. Distribute left over produce fiom 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 propam once per month at locations in Carlsbad and Encinitas. 6. Provide a wide variety of perishable and non-perishable food items to 500-600 families during the CRC annual Holiday Basket Program each December. 1 .- 7. Provide infant fom~~la, baby and toddler food to low and lower income families with infants and children ages 0-3. 3.0bjective: To provide emergency assistance, which meets the basic needs of low-income persons and results in productivity, self- improvement and individual self-sufficiency, Distribute fiee or low cost clothing fiom CRC’s Thrift Stores located in coastal North County. 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 andlor the Cold Weather Emergency Shelter Program during the FaWWinter seasons. Activities: 1. -. 3 Supply bus tokens for employment andor medical 4. Objective: Activities: 1. Offer bilingual information and referral Services for health To link Carisbad residents with needed services and programs. care, employment, permanent housing and public assistance 2. Provide on-line Social Security enrollment for eligible senior citizens. 3. Register eligible low and lower income families for “Healthy FamiliesLow Cost Me&-Cal”. 4. Provide systems advocacy and support services, which increase the individual‘s likelihood of gaining self- sufficiency. Locate, refer and advocate for client access to emergency and transitional housing programs for the homeless population and for affordable permanent housing. Identify needed resources and advocate for client access. 5. 6. 5. Objective: Promote healthy and safe living environments. Activities: 1. Provide intake for clients seeking refuge at the CRC domestic violence emergency shelter. Assess and refer clients for CRC long-term transitional housing program for battered women and children. Provide community education and outreach focusing on homelessness, mental health issues and domestic violence. Provide a 24-hour domestic violence hothe for the region. Provide Teen Dating Violence Prevention programs and activities to area schools and through othzr public venues. -. 3 3. 4. 5. ? 2 e 6. Objective: To alleviate emotional and psychological stredtrauma and decrease the incidence of mental health problems experienced by clients. 2. Assist with problem resolution through case management services. 3. Render individual, couples, and fdy, group counseling, and support services. 4. Provide treatment services focused on substance abuse prevention and treatment. 5. Provide a %-hour domestic violence hotline for the region. Activities: 1. Provide crisis/suicide intervention services. Program Evaluation The evaluation component of the Homeless Preventionhtervention Program includes the following: 1. 2. 3. 4. Befoie receiving ongoing case management or counselingisubstance abuse treatment services, each client is assessed, using a structured psychosociaI interview process. The purpose of the assessment is to comprehensively evaluate his or her mental status and psychosocial needs. The caseworker/counselor develops treatment/service goals with the client in response to identified problems, strengths and needs. The assigned service provider monitor each client’s progress as related to the established treatment plan/goals, modifling the service plan as necessary, e.g., replacing goals which the client has achieved with new goals, as indicated and appropriate. At termination, the caseworker and/or counselor completes an exit interview with the client. The purpose of the exit interview is to evaluate progress made by the client in response to the treatment/service plan and the case management and/or counseling services received. Additionally, casework and mental health services are evaluated, in part, based on client progress towards achieving established treatment goals, mental health status at time of termination and overall satisfaction with services provided by CRC. All clients are asked to complete a simple questionnaire focused on responsiveness and courteousness of sta usellness of referrals provided, promptness in having telephone calls returned, availability of appointment times, explanation of policies, assistance with the development of goals, and helpllness of caseworker andlor counselor’s intervention. Client satisfaction information is one piece of CRC‘s utilization review and quality control strategy. 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 Prevention/intervention Program include, but are not limited to, the following: 3 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-sufliciency, mental health, safety, permanent housing, etc. 2540% percent of clients assessed as needing to find and/or improve their employment situation will secure employment. A minimum of 50 percent of all clients assessed, who are identified as in need of mental health and/or substance abuse treatment or prevention services, will actively participate in case management andor psychological counseling services. At least 30 percent of clients identified as needing to improve bis or her financial situation will develop and manage a budget and develop alternatives to increasing their level of debt. Many of these individuals may also achieve an additional positive outcome of finding and securing alternatives to dependency on public assistance, and decreasing their debt Approximately 40 percent of all clients requiring emergency and/or long-term shelter will be placed in such and 25% of this group will obtain permanent housing. All clients needing assistance with food and/or clothing will receive support fiom CRC that enables them to plan meals and have sufficient clothing to meet his or her Wy’s immediate needs. A minimum of 40% percent of clients needing assistance with transportation will have access to transportation for medical and/or employment appointments. 2. 3. 4. 5. 6. 7. 4 CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANTLHOMX PROGRAM 2004 - 2005 F’UNDING PROPOSAL APPLICATION (City of Carlsbad Forms Have Been Recreated) ADMINISTRATING AGENCY Name of Agency: North County Lifeline, Inc. Address: 200 Michigan Avenue, Vista, CA 92084 Federal Tax ID Number: 95-2794253 PROPOSED PROGRAM/PROJECT Title of Progrdroject: Lifeline General Services Location of ProgramProject: 200 Michigan Avenue, Vista Ca 92084 110 Comerwood Way, Suite Q. Oceanside, CA 92054 Contact Person: Shirley Cole Telephone: (760) 726-4900 x 243 Requested Funding Amount: $17,530 Brief Description of ProgradProject Lifeline’s services are based on the mission of enhancing the positive quality of individual, family, and community life. Emphasis is placed on the clients’ 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 needs. This type of approach has long- lasting effects, as clients are able to continue using their skills in the absence of continued social services. Although this methodology takes more time than if a staff person was to choose client options, the effects are more long-lasting. - Lifeline has case management staff on site at Vista Las Brisas and Laurel Tree Apartments in Carlsbad, assisting managers and landlords with low-income tenant related needs/concerns. Pro-active identification and assistance with low-income related concerns result in fewer evictions, less homelessness, unemployment, etc. and a mutually beneficial relationship between landlord and tenant. Lifeline’s general services will assist 672 individuals and families residing in Carlsbad to achieve self- sufficiency by assisting with the move fiom crisis or at-risk to becoming stable and self-sufficient. Specific services include: +case management (on-site and through home visits) + individual and family counseling + assistance with crisis intervention, food, prescriptions, clothing, housing, and transportation +mediation and legal services +provide ancillary services and referrals to augment clients’ needs +assisting low-income renters by offering workshops and resource guides for Carlsbad property managers and landlords to assist them with low-income tenant related needdconcems 1 - I. ORGANIZATIONAL ABILITY/CAPACITY A. This agency is: NON-PROFIT B. What is the purpose/mission of the agency? the positive quality of individual, family and community life. To this end, Lifeline addresses the needs of low income families by providing proactive strategies towards greater self-sufficiency. North County Lifeline is dedicated to enhancing C. How long has this agency been in operation? Please include the date of incorporation. Lifeline began in 1969 and was incorporated in 1973. Lifeline’s Coastal office was established in 1988. Lifeline has staff on-site at Valley Middle School and Carlsbad High School. Lifeline provides on-site mental health services to Medi-Cal qualified youth at Jefferson Elementary, Buena Vista Elementary, Valley Middle School and Carlsbad High School in Carlsbad. D. How long has this agency been providing the proposed progradproject? Lifeline has been providing general human services since 1969. Initially serving youth and their families experiencing substance abuse issues, Lifeline’s services have expanded to more than 50 programs targeted to individuals and families with any issues that are barriers to healthy lifestyles. Lifeline has administered the Hotel Voucher Program for homeless families and case management to low-income and unemployed individuals in Carlsbad since 1988, and has provided the only free legal clinic since 1980. Lifeline’s LIFT Transportation provides the only demand response transportation service to persons with disability in North County. - Lifeline has provided free childcare at Valley Middle School since 1997. This program allows low income parents to work in a fbll time capacity, knowing their children are in a safe, supervised environment until 6:00pm. 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 progradproject and their qualifications and experience implementing such a progradproject. (Resumes may also be submitted as Attachment B but not in lieu of a complete response). Pam Trunell, MSW has been the Director of Social Services at Lifeline for 15 years and has successfblly implemented programs specific to the needs of the low income population. Deborah Shriver, MFT has served at Lifeline since 1997 and is currently the Director of Mental Health Services. Please refer to the two resumes submitted as Attachment B. G. Please indicate your agency’s level of experience with the CDBG/HOME program. CDBGHOME momam: - No or little experience, up to 1 year of using CDBGHOME funds. - Some experience, 2 to 3 years of using CDBGMOME funds. - Moderate experience, 4 to 5 years of using CDBGMOME funds. - XX Considerable experience, more than 5 yrs of using CDBGHOME funds. H. If you have received federal funds, including CDBG/HOME funds, in previous years, have program violation findings ever been made against your agency/organkation? XXX No 11. FINANCIAL CAPACITY/STABILITY 2 A. Please submit the proposed budget for the progradproject, itemizing revenues and expenses, to this application as Attachment C. Indicate how the requested CDBGLHOME funds would relate to the overall proposed budget. B. Did you receive any of the following sources of funding from the City of Carlsbad within the last two years (2001-2002 and 2002-2003) for the proposed progradproject? Sources of Funding: CDBG - YES Community Activities - NO Not for the proposed project, CDBG funds were received as below: Amount Received Status CDBGEIOME Funds: $5,000-General Services (2003) Funds Remaining $5,00O-Y0~th (2003) Funds Remaining $6,600-General Services (2002) Fully Expended Communitv Activities: NONE B. Did you receive any federal funds, including CDBGLHOME funding from other cities, last year (July 2002-June 2003)? YES Program Source Amount Received City of Vista $26,838 City of Encinitas $ 6,100 City of Oceanside $24,900 C. Will additional CDBGLHOME funds be required in future years for the project? YES 111. BENEFITS & BENEFICIARIES A. (Please be specific such as direct services to client’s home, transportation provided to and from facility, or relation to public transportation.) Services will be fully accessible to any Carlsbad resident seeking assistance. Lifeline staff provide home visits as a routine of case management services. Group services are provided on site at low cost housing projects within Carlsbad (Laurel Tree and Vista Los Brisos) and at City facilities. Lifeline’s Vista and Oceanside offices are easily accessible through use of private and public transportation. Lifeline’s facilities accommodate persons with disabilities. Bus tickets and taxi vouchers are given to persons needing to get to either of Lifeline’s facilities. How accessible or convenient is the proposed progradproject to Carlsbad residents? B. of the following ranges: (Percentages should add to 100%; Please see the 2003-2004 Income Limits for the CDBG/HOME Program) 45% of clients are at 30 percent or below of the area median income 30% of clients are between 3 1 and 50 percent of the median income 20% of clients are between 51 and 80 percent of the area median income What is the approximate percentage of your clients that have annual family incomes in each 5% of clients are above 80 percent of the area median income 3 C. Please describe how low and moderate income persons will benefit from the proposed progradproject. Include the need or problem to be addressed in relation to Consolidated Plan housing and community development priorities, as well as the population served or the area to be benefited (See Consolidated Plan Priorities.) Lifeline’s services benefit low and moderate income persons by providing practical and human services through a case management process. Counseling, social services and mental health services provide persons with skills and motivation to reach and maintain self-sufficiency. Basic services such as assisting the unemployed to find jobs, helping disputing neighbors to resolve conflicts, working with evicted families to develop payment plans, assisting homeless families to find shelter and addressing vital tangible needs, such as food, prescriptions, clothes, books, taxi vouchers, and child care, are also met at Lifeline. Specific services include: + Case Management, including home visits + Individual and family counseling + Assistance with crisis intervention + Career guidance and employment placement + Mediation and legal services + Ancillary services, such as clothing, + Transportation emergency shelter, prescriptions + Referrals This program meets the National Objective of providing benefit to lower income persons, and fulfills Carlsbad’s objective towards social services (general). D. proposed activity and the percentage that are Carlsbad residents. 4,500 Households or 9,600 Persons of which 7% are Carlsbad residents Please indicate the number of clients by household or individuals, benefiting from the - E. Please specify which special needs populations. (homeless individuals with families, persons with disabilities, persons with substance abuse problems, veterans, farm workers and day laborers, children, etc.) Low-income individuals and families; homeless or near-homeless; persons with disabilities; seniors; Spanish-speaking residents, single parent families, unemployed persons. Does your agency focus its activities on populations with special needs? YES IV. IMPLEMENTATION OF ACTMTY rehabilitation, property acquisition, other construction related or new publickommunity service progradproject as Attachment D. The agency must ensure the expenditure of all CDBG/HOME funds awarded within the last program year. I, the undersigned, do hereby attest that the above information is true and correct to the best of my knowledge. A. Please submit a schedule for implementation of the proposed construction, an Date Received: Date Reviewed: National Objective: - Staff Person Completing Review: ~ Local Objective: Eligibility Determination: 4 Attachment bbC” Proposed Budget - ITEM CDBG OTHER OTHER SOURCE AMOUNT AMOUNT Personnel Administration .07 FTE Director of Social Services $4,000 United Way Lifeline General Services TOTAL AMOUNT $4,000 . 10 FTE Family Development $2,600 1 $2,600 1 United Way $5,200 Supervisor .5 FTE Case manager Fringe Benefits Personnel Subtotal $9,900 $4,900 County Funds $14,800 $2,980 $1,560 County Funds $4,540 $15,480 $13,060 $28,540 ~ 1 Total $22 260 $39 790 Non-Personnel Subtotal All funds requested go toward the direct services of Carlsbad residents. There are no administrative expenses charged to this project. $2.050 $9,200 $11,250 5 .- I I n .. .. .. . .. .s .i .. x ,. Pamela J. Thompson-Tvtcnell 3762 Costa Del Rey Oceanside, c4 92056 760-612-2141 Objective: To obtain an Executive Director position where my leadership skills can be used to coordinate services to individuals, families and commUnities. Skills: Leadership StafT Training & Supervision Contract Compliance Project Management Performance Eval~tion Resource Management Problem Solving Developing Teams Report Preparation WORK HISTORY LIFELINE COMMUNITY SERVICES, JULY ’88 - SEPT. ’96, JAN ‘00-PRESENT Associate Direct0 r/Direc tor of Social Services Administration 0 Implement County Funded Independent Living Skills, Family Self Sufficiency and Family Preservation support Programs 0 Manage and developed youth and family contracts Within the social services component Deliver oral presentations to cornmUnity organizations 0 Insure social service programs remain fiscally accountable Participate in proposal writing process 0 Facilitate Board of Directors meeting h Executive Dh-ctor’s absence Participate in developing and implementing agency policy Create data base to track complex contract requirements 0, Complete detailed monthly, quarterly and annual reports Assess component needs and established related goals and action plans Staff Traininn and Suuelitision ,e Promote cultural competency of staff, volunteers and interns Develop training programs to meet agency needs 0 Provide supervision &d direction to social work interns .Evaluate work performance and address individual learning needs 0 Recruit and hire qualified social service st& Proiect Management 0 Oversee implementation of numerous service contracts Maintain effective working relationships with funding sources, collaborative pariners, community based organizations and other agency components Implement and oversee quality asswance activities v Plan, organize, advertise and facilitate ann4 community assessment event Organize and oversee operations of inclement weather sheIter Develop and carry out activities related to muaI staff retreat Dire et Service UtiIize a strength-based approach to identifying and achieving solutions Provide individual and family counseling seryices Serve as an advocate when client's efforts were unsuccessful Effective in crisis intervention and emergency services Experienced in assessing family needs, goal setting and case management services Effectively link families to a wide variety of community resources LIFELINE COMMUNITY SERVICES, AUG. '97-MAY '99 Superyisor of Student Interns Coordinated training programs to meet agency needs Provided supervision and direction to social work interns . Met educational and policy requirements of the School of Social Work and NAS W Evaluated work performance Identified and addressed individual learning needs PALOMAR COMMUNITY COLLEGE, AUGUST '94 -'MAY '01 Adjunct Faculty TeachindStudent Advisement Taught two core courses in the Psychologicd and SociaI Services Certificate Program Administered exams to evaluate student-learning Advised students on sequencing of courses for cert3cate program Counseled students on effective study skills NWed relationships wih community organizations which host student volunteers EDUCATION Masters degree in Social Work fiom San Diego State University, San Diego, CA., 1987. Bachelors of Arts degree in Social Work &om Delaware State College, Dover, DE., 1982 Certificate in Professional Studies in Individual Psychology, Americas Institute of Adlerian Studies, LTD, 71991) National Coalition Building Institute Certzed Trainer (Prejudice reduction trainer) MEMBERSHIPS National Association of Social Workers PROFESSIONAL WFERENCES - Supplied upon request . DEBORAH F. MARTINEZ-SHRIVER 1344 DARWIN DRIVE OCEANSIDE, CA 92056 (760) 940-9415 Over fifteen years experience of professional and educational experience in social services and community outreach. LICENSE Marriage, Family and Child Counselor License ## MFC33 121 April 1996 EDUCATION NATIONAL UNIVERSITY- San Diego, CA Masters of Arts depree in Counselinp Psychology June 1988 SAN DIEGO STATE UNIVERSITY- San Diego, CA Bachelor of Arts demee in Recreation Administration, emphasis in therapy. May 1984 EXPERIENCE Lifeline Communitv Services, Vista, CA 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 finding sources and participate in direct services as needed. Over see various administrative activities to include financial matters, record keeping, safety and quality assurance. August 1997 - present PRIVATE PRACTICE- Adoption and Infertility Counseling. Counseling infertile couples, prospective adoptive couples, adoptees and birth parents. 1996-present MENTAL HEALTH SYSTEMS INC., San Diego, CA February 1985-August 1997 Employment Services (ES) - Program Coordinator 1995-present As Program Coordinator of ES I was responsible for the overall operations of the program; providing vocational rehabilitation, social and academic support services to individuals with psychiatric disabilities. Other duties and services provided were conducting individual and group orientations, interviewing participants to assess employability and identify barriers to employment, teach vocational classes, provide individual vocational counseling, maintain and document case records, conduct job club and job retention skills, provide job development and job coaching, work with the Department of Rehabilitation, consult and maintain 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, pubIic speaking and San Diego County Mental Health organizations, knctions and services . were mandatory requirements. Pegasus West (PW) - Program Coordinator Pegasus North (PN) - Program Coordinator Pegasus West (PW) - Program Coordinator 1992 - 1995 1989 - 1990 1985 - 1989 Pegasus Programs provide Day Treatment, Vocational Rehabilitation and Dmg and Alcohol services to chronically mentally ill adults. The Program Coordinator responsibilities included complete over site of a psychiatric day treatment program for long term mentally ill adults. In addifion to management duties I also served as part of the overall treatment team providing individual, family and group counseling services. Completed psycho-social histories and assessments, maintain case files and document mandated and statistical reports, provided financial counseling, family education, treatment planning, goal setting and crisis interventions. Responsible for refering clients to specialized community resources as needed and meeting all discharge planning and placement needs. Minimum requirements needed were Master of Arts in social work or related field, License in healing arts field, thorough knowledge of Psychosocial Rehabilitation model, experience in individual and group therapy, detailed understanding of cognitive and behavior therapy techniques, strong crisis intervention skills and demonstrated knowledge in management ability to plan, prioritize, budget, control and evaluate at a level sufficient to ensure the efficiency, effectiveness and success of the program. I MERCY HOSPITAL SanDiego, CA 1983 - 1986 Activity Therapist- responsibilities included planning and conducting a comprehensive program of therapeutic- recreational act ivitie sfor ps$hiatric patient6 adolescents, adults and seniors, open and locked unit. Member of California Association of Marriage, Family and Child Counselors San Diego Chapter- Clinical Member Member of the Board of Directors for SIT, Schizophrenics In Transition and Copper Hill Independent Living and Learning Center. - Member of the California Alliance for the Mentally 111, North Coastal Chapter. Member of C-BEST, California Building Employment Services Team. CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM 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 500 PM on December 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA 92008- 2389. ADMINISTRATING AGENCY Name of Agency: North Countv Communitv Services Address: 1554 Creek Street San Marcos, CA. 92069 Federal Tax ID Number: EIN : 23-7071474 PROPOSED PROGRAM/PROJECT rc Title of Program/Project: North Countv Food Bank Location of Program/Project: 680 Rancheros Drive, Suite 100, San Marcos, Ca. 92069 Contact Person: Susan Lamb Telephone No.: 1 760) 76 1-1 140 Requested Funding Amount: $12.000.00 Brief Description of Program/Project (Describe the work to be performed, including the activities to be undertaken or the services to be provided, the goals and objectives of the program/project, etc.) : The North County Food Bank was created to assist variety of non-profit agencies. This assistance was, and still remains, the acquiring of nutritional foods at no , or very little cost to the participating agencies. Agencies, through counseling and other client programs, can focus on improving the quality of life of their clients and families. Our goal is and will continue to be to procure and distribute to all of North County agencies the highest qualily food possible, so in North San Diego County we have no hungry neighbors. I- 1. ORGANIZATIONAL ABILITY/CAPACITY - A. is agency is: Non-profit For-profi t 0 Local public agency 0 State public agency 0 Other (Please specify.) B. What is the purpose/mission of the agency8 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? incorporation? Please include the dafe of Incorporated in 1970 / Food Bank opened in 1988 D. How long has this agency been providing the proposed programlproject? fifteen 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.) Susan Lamb, Program Manager / Grants, responsible for Food Bank operations and food procurement and distribution. twenty years experience in the food service arena. G. Please indicate your agency's level of experience with the CDBG/HOME program. CDBG/HOME Droaram: 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. 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 agency/organization? 8 No 0 Yes If yes, please explain nature of finding(s) and how finding(s) has been addressed by your organization. .- II. FI NAN CIA1 CAPACITY /STAB1 LlTY .- 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. 9. Did you receive any CDBG/HOME funds from the City of Carlsbad within the last two years (2001 -2002 and 2002-2003) for the proposed program/project? If yes, please indicate amount and status of previously awarded funds (fully expended, funds remaining, program/project discontinued]. Amount Received Status CDBG/HOME funds ONGOING C. Did you receive any federal funds, including CDBG/HOME funding from other cities, last year (July2002 - June 2003) ? No 1 Yes (Please list funds below.) Proaram Source Amount Received 9. Will additional CDBG/HOME funds be required in future years for the project? 0 No L 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.) Many of the participating agencies of the food bank are in close proximity to the City of Carlsbad as well as other vital services. Client are served directly by these agencies with food, counseling and other needed services such as child care from North County Community Services. 9. 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) 73 % of clients are at 30 percent or below of the area median income 20 % 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 1 % of clients are above 80 percent of the area median income .- All of those benefiting from participating agencies would be required to have an annual household income of 80% or less than the area median income. C. Please describe how low and moderate income persons will benefit from the proposed program/project. Include the need or problem to be addressed, as well as the population to be served or the area to be benefited. Low and moderate income households would benefit from the nutritional foods made available from the Food Bank. D. Please indicate the number of clients, by households or individuals, benefiting from the proposed activity and the percentage that are Carlsbad residents. 105,642 Persons of which L%are Carlsbad residents E. Does your agency focus its activities on populations with special needs? 0 No lb Yes (Please specify) Please specify which special needs populations. (Homeless individuals/families, Persons with disabilities, Persons with substance abuse problems, Veterans, Farm workers & day laborers, Elderly, Children, etc.) Food Bank participating agencies work with Seniors, Veterans and Children IV. IMPLEMENTATION OF ACTIVITY A. Please submit a schedule for implementation of the proposed construction, rehabilitation, property acquisition, other construction related or new public/community service program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME funds awarded within the program year. I, the undersigned, do hereby attest that the above information is true and correct to the best of my knowledge. Signature a& LdL Date rq/+ 1211 1/03 Date Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: Eligibility Determination: 12/11/03 NORTH COUNTY COMMUNITY SERVICES NORTH COUNTY FOOD BANK BACKGROUND incorporated in 1977. Beginning in 1988, its food assistance program, the North County Food Bank was created to assist a variety of non-pro& agencies. This assistance was, and remains, the acquiring of food at no, or very low cost to agencies. Agencies may then concentrate greater resources into client programs and solutions in training, education, and treatment to improve the quality of the lives and families of North County. In FY03, some 105,642 North County residents received assistance fiom our program. We distriiuted over 376,000 pounds of food in the last 12 months. We will experience a larger demand this year due to our nations chalIenges such as the rising cost of living, super market strikes, corporate collapses and a higher number of homeless and unemployed due to Firestorm 2003 etc. Our projected increase in clients served, by our participating agencies is 18%. In FY 2002-2003 the North County Food Bank delivered over 376,000 Lbs. of food and reached over 105,642 individuals, many of who are Carlsbad residents. In the coming year we expect, due the high cost of living and low wages for unskilled labor, etc. that the need for food will continue to increase. North County Community Services is an established non-profit agency, and was PROPOSAL $12,000.00. The grant will be utilized specifically for the Food Bank program. The program needs are in general operating expenses. 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 and prepared for distribution at our Escondido warehouse. Currently, there are 32 North County non-profit (501c-3) agencies that participate weekly, and 24 more that participate on a bi-monthly, monthly or as needed basis All agencies that participate are required to provide some form of case management, counseling and follow up services to their clients. These agencies conduct programs that include, low-income child development centerdpre-schools, substance abuse treatmentkounseling, domestic violence counseling and shelter, emergency food pantries, and other needed services. Benefits of these type programs include a client’s 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. Due to the small number of agencies in the coastal area, many Carlsbad residents go to neighboring cities for services. 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. 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 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 fbture needs of each agency, based on average pounds of food per client North County Community Services is respectmy requesting a grant of ~- 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 dtain 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 proper action taken to provide the best level of service possible to our agencies. The North County Food Bank operates with one full time program manager, one part-time (20 hrs/wk) employee for warehouse operations, a part time driver/warehouse attendant (25hrdwk) and many volunteers. The Food Bank benefits ikom the fbll-time Executive Director and Accountant of North County Community Services, the umbrella organization for the Food Bank. Their salaries are paid largely by other contracts, eliminating the added administration cost usually associated with running a program. -I I I 1 I I I -I I I I I I I I 1 I I I I I I I I I I I I I I I I I I I I I I I I I I 1 I Resume Susan Lamb 1920 Louis Drive Eseondido, California 92026 f 760-233 -2065 WORK EXPERIENCE North County Food Bank San Marcos, California Position Duties Maintaining records, preparing reports, overseeing warehouse operations, grant writing, public relations and coordinating volunteers Program Manager-June 2002 to Present -7% _c - Helping Hands Program Escondido, California Position Head of feeding program-September 1989 to June 2002 Duties Coordinator of special holiday events, program development, vobnteer management, food procurement, inventory, distribution of food and goods .' ..y - Word Bible College Escondido, California 4" Position Duties Prepare clerical reports, correspondence and files. Student enrollmpnt, public relations, etc. Administrative Assistant-June 1992 to June 2002 Education Business Computer applications Palamar College and Mira Costa College Special Training Non Profit classes San Diego Foundation and Non Profit Management Solutions I , AMYZHAO 3940 Plateau Place, Carlsbad, CA 92008 (760) 729-43 18 OBJECTIVE To develop a career in accounting that offers both challenge and opportunity of advancement. WORK EXPERENCE ~ovember 2002 -present AccountanllAdrninistrative Assistant, North County Community Services, San Marco, CA Perform budgets, general ledger, account receivable and payable, bank reconciliation. Prepare and analyzed financial reports such as verification of general ledger accounts and balance sheet. Response month-end closing, and management of employee benefit program. June2001 -November2002 Grant Analyst, EYE Counseling & Crisis Services, Inc., Escondido, CA Tracked project budgets and prepares contract billings. Created budget justification, Identify how the budgeted expenditures are related to and necessary for the achievement of the grant goals and objectives. e Responsible for insuring that costs billed is allowable and reimbursable under the terms and conditions of the contract. NOVCTII~ 1995 - Accountant Manager, St. Martin Center, Inc. Erie, PA December 2000 0 e 0 e e February 1994- July 1995 September 1992- September 1989 September 1984- July 1988 EDUCATION SKILL Performed general ledger, journal entries, general accounts conciliation, bank statement reconciliation, accounts payable, accounts receivable, and monthly--end closing activities. Prepared financial statements, such as balance sheet, profit-and-loss statement, cash flows statement, 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 variance analysis, and annual performance appraisal. Supervised accounts receivable clerk with analysis of AiR accounts and collections. Owner, Golden China Restaurant, Charleroi, PA Technician, Entomology Department, The Pennsylvania State University, PA Accountant, Finance and Accounting Department, Guangzhou, China ME34 May 1994, California University of Pennsylvania, PA BS, in Accounting, July 1984, Jinan University, Guangzhou, China Familiar with Excel and Microsoft Office. Specialized in QuickBook and MII? accounting system ,- NCCS FOOD BANK Proposed Budget for FY 04/05 REVENUE Govemment/Grants City of Oceanside City of Carlsbad City of Escondido City of Vista NC Times Fund United Way Food for All Shared Maintenance Donations Shared Rental From Child Dev. Ctr. Serior Center Total Revenues EXPENSES Salary Fringe Benefit (Taxes, IRA, SUI, Workers Cornp., Heatth Ins.) Liability Insurance Truck Insurance office Supplies Food Expenses Rental Lease (Equipment, Car) Utilities Telephone Conkacted Services GasolinelMileage Equipment Space Rental Maint. & Repairs Other Costs (License, registration, training, etc..) Total Expenses Net Income (Loss) Citv of Carlsbad 12,000 12,000 CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM 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 required Attachments A through C as listed in the Checklist of Required Documents. Ten copies of the completed application package, including attachments, must be submitted prior to December 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B, Carlsbad, CA 92008. ADMINISTRATING AGENCY Name of Agency: North County Health Project, Inc. dba North County Health Services Carlsbad Fdy Wcine Address: 3050 PIdism, carlsbad, CA 92303 Address: Corporate Address: 150 Valpreda Road, San Ihxos, CA 92069 Federal Tax ID Number: 95-2847102 PROPOSED PROGRAM/PROJECT Title of Program/Project: Location of Program/Project: Carlsbad carmrnity Health Screenings and Imnvlizations Program carlsbad schools, senior centers, mty resource centers, etc. - Contact Person: mol wett Telephone No.: 1 7-v Requested Funding Amount: $ ./ 3 /o 7 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 Health Services requests (=DEG funding to continue it s Carlsbad Omnrnity Screening and Irmntnization Program. Carlsbad Farrdly Medicine, North County Health Services’ CarlsM clinic site, provided 7,247 patient visits to 3,130 patients in 2002. lhis d clinic, in dmtm Wlsbad (30% Mdison), has im tredical providers who provide prhq ndical care to patients of all ages, but the majority are children 12 years old and younger who prirmrily live in the carlsbad barrio. In addition to clinic services, NCIIS thus far in 2333 (Jan-oCt.) has provided flu and pnemmia inoculaitons and health screening to 1,385 low-ir~~~~ adults and seniors, prinrarily at the Carlsbad Senior Center. In addition, parents at schools, Headstarts and childcare centers. Boys and Girls Club, Lola’s Market & Deli (Barrio Museun), and affordable a-t cqlexes. Depending on the request, health screening my be for blood pressure, glucose, HIV, cholesterol screening and/or vision screening. We “s is happy to canply with these requests when it can, staff and other resources are not always available. We therefore ask that the City of Carlsbad support a nurse in 20X-2005 to provide a nrinimun of 1,ooO inmnizations and screenings one day (eight hours) per week in klsbad camnrnity settings. has provided over 400 imnvlizations (Hepatitis) to students and lE screening for Other screenings have been conducted at the - Cily of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 2 1. ORGANIZATIONAL ABILITY/CAPACITY A. This agency is: d 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? ?he mission of North County Wth Services is to improve the health status of our diverse camunities by prowding quality hsalth care that is cunprehensive, afffordable and culturally sensitive. In 202, K€E provided health and dental care to 50,oOO patients in 190,ooO patient visits in nine Health centers in five cities in North San Diego County. Please include the date of ~orth bty ~th services was incorporated as a not-for-profit C. How long has this agency been in operation? incorporation? corporation in 1973. Carldxd Fm5ly Pkdicine began services in 1999. 0. How long has this agency been providing the proposed program/project? North County Health Servim has been providing imnunizations and Mth sueenings in CarlsM for eight years. Please submit an organizational chart for the agency as Attachment A. E. 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 an optional Attachment B but not in lieu of a complete response.) NUE' chief operatins Officer, Alicia Santos oversees clinic and camunity services in nine "S Health Cmters in carlsbad (l), hmside (4), Encinitas (2), San kcos (l), and Ramona (1). previously, Ms. Santos received a B.S. fran the University of Womia, San Diego. She has teen a clinic director since 1979. She will supervise Ann Hoppe, RN, who will continue to provide the imnrnizaitons and screenings in the urmavlity. I%. Hoppe has over 30 years of nursing experience. program. G. Please indicate your agency's level of experience with the CDBG/HOME CDBG/HOME Droaram: 0 0 0 El No or little experience, up to 1 year of using CDBG/HOME funds. Some experience, 2 to 3 years of using CDBG/HOME funds. Moderate experience, 4 to 5 years of using CDBG/HOME funds. Considerable experience, more than 5 years of using CDBG/HOME funds. City of Carlsbad 2001 -2003 CDBGIHOME Funding Application Page 3 _- H. If you have received federal funds, including CDBG/HOME funds, in previous years, have program violation findings ever been made against your agency/organization? El No 0 Yes If yes, please explain nature of finding(s) and how finding(s) has been addressed by your organization. N/A 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 Curlsbad within the last two years (2001-2002 and 2002-2003) for the proposed program/project? Sources of Fundinq CDBG Community Activities (General Fund monies) - No yes 0 D If yes, please indicate amount and status of previously awarded funds <fully expended, funds remaining, program/project discontinued). Amount Received Status CDBG/HOME funds 2002-2003 $ 11,600 Completed Community Activities 2003-2004 7,500 On-going B. Did you receive any federal funds, including CDBG/HOME funding from other cities, last year (July 2002 - June 2003)? 0 No I3 Yes (Please list funds below.) Program Source Amount Received Oceanside CDBG $ 10,500 $ $ C. Will additional CDBG/HOME funds be required in future years for the project? 0 No a Yes wofd:\~ucAnoN) ReW: 11/6/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application - Page 4 .- Ill. BENEFITS & BENEFICIARIES A. How accessible or convenient is the proposed program/project to Carlsbad residents? (Please be specific such as direct services to client's home, transportation provided to and from facility, or relation to public transportation.) ImnUnizati0r-s and are accessible and convenient because they are providd in cdty settings - schools, Headstart program, childcare centers, Boys and GirLs Clubs, senior centers, aprtmnt cmplexes, mobile bane parks, or other locations where there are a sufficient nunber of low-inm Carlsbad residents who need the seMces. (To qualify for IIeadstart, a child's family nust have an incam? der the poverty level or $18,300 for a family of four.) Usually it is a dty organization, school or church, etc. that requests KHS to visit its locations(s). 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 2003-2004 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 70 30 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) hy lwinccme residents postpone health care becaw they ar uninsured or do not knm here to access Wth seMces. By providhg preventive Mth care inoculations, irmunizationS, and screenings in a variety of urrrmnity locations, residents with chronic illnesses may be able to manage their conditions. Others will be referred to a deal hane, thus beaming aware of accessible and affordable hdth care services at Carlsbad Family Mcine or with other medical providers, consequently reducjng the nuher of costly visits to hospital emqency roans. At the request of school nurses, "S provides innmiaitons so that children can attend school. NcEis charges only for tetims shots for elamtary school children ($12 each). At the senior centers, Nclis asks for donations of $2.00 to $5.00 for cholesterol checks and flu shots. No one is denid screening or inoculations based on the ability to pay. D. Please indicate the number of clients, by households or individuals, benefiting from the proposed activity and the percentage that are Carlsbad residents. Households or 1000 Persons of which 100% are Carlsbad residents E. Does your agency focus its activities on populations with special needs? 0 No a 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.) North County Health Services serves all of these categories. This project emphasizes the elderly and children. City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 5 c 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. - Chief Executive Officer December 11, 2003 Signature Title Date Date Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: Eligibility Determination: (Word\APPUCATION) Revised: 11/6/03 AUTHORIZATION TO BIND CORPORATION The Board of Directors of North COUIlty Health Services , in a duly CIinidCorporation Name and where a quorum December 3, 2003 executed meeting held on was present, resolve to authorize: Date Name: IRMA COTA and/or designee (S) as named Type Name Type Name Chief Executive Officer Title Signature - CEO Title Signature to negotiate and sign the application, grant, grant amendments, andlor invoices that may result under the City of Carlsbad, CDBG funding. The undersigned hereby affirms that the statements contained in this application are true and complete to the best of the applicant’s knowledge and accepts as’a condition of the award the oblifgation to comply with applicable policies, standards and regulations. be open for public inspection. The undersigned recognizes that this is a public document and may AUTHORITY TO BIND CORPORATION: If someone other than the Corporate Board of Directors Chairperson is to negotiate and sign any resultant grant under this application, a letter of agreement and authorization must be signed and dated by the Board Chairperson responsibility in this matter. Board Chairperson: indicating the name of such person and stating that person’s area of Dale B L North County Health Services Resolution No. 1704 The Board of Directors, in a meeting held on December 3, 2003 where a quorum was present, and by signature of the individual board members herein, confirms and re-states its delegation of authority to the Chief Executive Officer to act as the official signatory for all contracts, Memoranda of Understanding, or other and all agreements required to carry on the normal business of the corporation subject to any limitations which may be required by the Board of Directors. This authority may be re-delegated by the Chief Executive Officer as needed. ' 9. C .- I C .m 3 B 8 d L e a e! v) to c - c9 T p L. 0 2 g E H 2 s 8 0 m w u 0 C x 0 m .- - B w I I I r- :I-- I. I I I I I E F Alicia A. Santos 2581 Goem Street San Diego, CA 92139 6 19-267-0 187 OBJECTIVE: Health Care Administration EXPERIENCE: 5/03 to present Promoted in 2003, this newly established position entails direct administrative oversight and supervision of all nine clinic sites and corporate operations under the direction of the CEO. Responsible for operational aspects of clinic sites through process reviews, implementation and monitoring, audit and performance improvement, contract monitoring for corporation for compliance with required legislation and regulations of funders including HIPAA compliance, Corporate Compliance Officer, corporate representative in business community, and development of business plan to include financial, marketing, outreach and growth opportunities for the organization. Chief Owrations Officer 4/85 to 5/03 Promoted in 1997, this position gave me direct supervision of two health centers and administrative liaison for four health centers. Responsible for daily operations, which include staff hiring, training, evaluation. Continuous practice evaluation and performance improvement. Contract monitoring for compliance with federal, state and local regulations. Key player in the preparation for the accreditation by the Joint Commission of Accreditation of Healthcare Organizations. Chairman of the agency's Operations and Performance Improvement Committee. Member of the Tri-City Hospital Healthcare Advisory. Community Liaison with social service agencies, Partners for Healthy Neighborhoods, Oceanside and Carlsbad City Councils. Coastal Regional Administrator lU80 to 6/84 Managed operation of Medical Services including supervision.of 3-physician clinic and support personnel. Monitoring contract compliance with various funding sources. Establishment and implementation of yearly goals and objectives. Evaluation of programs and continuous staff training. Development of clinic procedures and protocols to ensure compliance with licensing and funding sources. Development and implementation of quality assurance program in cooperation with Medical Director. 1 W9-1Z80 Direct operation of medical clinic including staff supervision, hiring and firing, contract compliance, yearly goals and objectives, program evaluation and monitoring, license compliance. Mid-Citv Community Clinic-Clinic Manager - North County Health Services-Clinic Manager 1w6- Ion9 Responsibilities: Program Administrator and Nutrition Educator for WIC, a food supplemental program for low-income families, responsible program management and daily operations. North Countv Health Services - Promam Coordinator EDUCATION: University of California at San Diego: Bachelor of Arts Degree in Biology, 1976 UCSD Extension Course work: Healthcare Financing, Managed Care, 1997 UCI: Consent Law Seminar, 1997 Bilingual-Bicultural (Spanish-English) PERSONAL: UCSD undergraduate student was instrumental in health care needs assessments that initiated the group of community clinics known as North County Health Services, presently a multi-million dollar operations. References on request, G NORTH COUNTY HEALTH SERVICES Carlsbad Community Health Screening & Immunization Program 2004-2005 BUDGET Personnel Registered Nurse (.20 FTE - 8 hrs/wk)($22.05/hr) Benefits (23%) Subtotal Personnel - Other Mileage (300 mVmo @ .34/mi) Cell phone ($50/mo) Medical Supplies (in-kind)($6O/mo.) Subtotal Other Total Program $ 9,173 $ $ 2,110 $ $ 11,283 $ $ 1,224 $ $ 600 $ $ -$ $ 1,824 $ $ 13,107 $ - $ 9,173 - $ 2,110 - $ 11,283 - $ 1,224 - $ 600 720 $ 720 720 $ 2,544 720 $ 13,827 Total CDBG Request $ 13,107 N0.806 P.2Q H arlsbad Unified School District 6225 El Camino Real, Carlsbad, CA 92009 (760) 331-5000 December 9,2003 CDBG Application Review Committee City of Carlsbad Housing and Redevelopment Department 2965 Raosevelt, Suite B Carisbad, CA 92008 Dear Committee Members, On behalf of the Carlsbad Unified School District, I would like to extend my support of the Nofi County Health Services’ application for CDBG funding to support their Community Health Screening and Immunization Program. The students in our district have greatly bencfited from the numerous services made available to them by North County Health Services. _- Health screenings and immunizations have been provided to the students of the Carlsbad Unified School District for a number of years by North County Health Services. In addition, NCHS has provided fke immunization clinics for 6” grade students in the CarJsbad middle schools. The clinics have enabled nearly all students to complete their required immunizations. The Carlsbad UInified School District respwtfklly encourages you to endorse the-request by No& County Health Services for CDBG funding. - ~ ~- Cli-. Emst, Sup&ntmdent Carlsbad Unified School District C: Michelle Davis, North County Health Services - Ciety of. Carlsbad December 11,2003 Irma Cota Chief Executive Officer NORTH COUNTY HEALTH SERVlCES 150 Vatpreda Road San Marcos, California 92069 Dear Ms. Cota: The Carlsbad Senior Center is proud to be associated with North County Health Services and recognizes that they are an integral part of the assistance we provide to area seniors. Through the years, NCHS has supplied our local senior citizens with blood pressure readings, glucose and cholesterol testing, plus the annual flu shot clinic. Because so many seniors count on these vital services, the Center is grateful for the hours donated by NCHS and their caring staff. - The generosity and spirit offered to the Senior Center by Alicia Santos and her staff of professionals are most welcome. / Lori E. Swenck Recreation AfGa Manager 799 Pine Avenue Carlsbad, California 92008-2428 (760) 602-4650 FAX (760) 434-4206 @ r- PAGE 02 12 December 2003 Ms. Irma Cota NORTH COUNTY HEALTH SERVICES 150 Valpreda Road San Marcos, CA 92069 Dear Irma, Another year and time again to extend good wishes and to thank the many people who have reached out to our community. Your organization has been instrumental in reaching out and helping the less fortunate, the residents who have no recourse or a place to turn to in their time of medical need. These past few years, our Barrio Museum has been available on the last Friday of each month for blood pressure and diabetes testing, diseases which are prevalent in our Hispanic population. We are proud to be part of your services and Will continue to offer our Musewm to help facilitate these most vital services. We appreciate the help and we wish you and the entire staff a very Merry Christmas and a prosperous and successf~~l "Year. Ofelia E. Escobedo and Connie Trejo CC: North County Health Services, Carlsbad City of Carlsbad 2001 -2003 CDBGIHOME Funding Application Page 1 CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM 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 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 required Attachments A through C as listed in the Checklist of Required Documents. Ten copies of the completed application package, including attachments, must be submitted prior to December 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B, 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: women House of Dorothy, Barbara and Rosemarv transition housina for Location of Program/Project: House of Dorothy, Barbara and Rosemarv, Carlsbad Contact Person: Harold Kutler Telephone No.: 1760) 439-1 244 Requested Funding Amount: $ 10,Ooo Brief Description of Program/Project (Describe the work to be performed, including the act'ivities to be undertaken or the services to be provided, the goals and objectives of the program/project, etc.) : $10,000 will be used to help pay rent, utilities and telephone at House of Dorothy, Barbara, and Rosemary in Carlsbad where transition housing for up to one year for women in recovery is offered for employed women working through Drug Court. (Word:\APPLICATION) Revised: 12/12/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 2 ORGANIZATIONAL ABILITY/CAPACITY A. This agency is: XOX Non-profit 0 For-profi t 0 Local public agency 0 State public agency 0 Other (Please specify.) B. What is the purpose/mission of the agency? The Brother Benno Foundation is dedicated to distributing the generous gifts entrusted to It by the community to serve and uplift the dignity of those of the community who are in vital need within North Coastal San Diego County. C. How long has this agency been in operation? incorporation? Please include the date of The Brother Benno Foundation was incorporated July 18, 1983. Over the last 20 years, the Brother Benno Foundation has been responding to the growing critical and social and life-sustaining needs of food, recovery, shelter, health and education of the North Coastal San Diego County community. D. How long has this agency been providing the proposed programlproject? Brother Benno’s has operated the House of Dorothy, Barbara and Rosemary since 1998 providing transitional housing for women these past five 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 an optional Attachment B but not in lieu of a complete response.) Harold Kutler , a co-founder of the Brother Benno Foundation, has directed the activities of Brother Benno’s since the beginning “soup kitchen” days to the multi-service organization of today. Virginia Sylwestrazak is the Warehouse manager overseeing operations, warehouse, and transportation. She has nine years experience at Brother Benno’s. Daniel Boone is Foundation treasurer and oversees internal fiscal control with eight years experience at Brother Benno’s. Blanch Ogle is the Congregate Feeding Manager. She has more than ten years experience at Brother Benno’s. Andrea Moreno is the manager of the House of Dorothy, Barbara and Rosemary. She has three years experience with Brother Benno’s. G. Please indicate your agency’s level of experience with the CDBG/HOME program. C D BG/ H OM E moara m : Ox Considerable experience, more than 5 years of using CDBG/HOME funds. (Word:\APPLICATIONJ Revised: 121 12\03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 3 H. If you have received federal funds, including CDBG/HOME funds, in previous years, have program violation findings ever been made against your agency/organization? X No 0 Yes If yes, please explain nature of finding(s) and how finding(s) has been addressed by your organization. II. FINANCIAL CAPACITY/STABILITY A. Please submit the proposed budget for the program/project, itemizing revenues and expenses, to this application as Attachment C. Indicate how the requested CDBG/HOME funds would relate to the overall proposed budget. The requested CDBG funds relate to Brother Benno’s House of Dorothy, Barbara, and Rosemary and will pay a substantial portion of the rent cost not paid by the women in residence and will also pay most of the utilities and telephone costs. 8. Did you receive any of the following sources of funding from the City of Carlsbad within the last two years (2002-2003 and 2003-2004) for the proposed program/project? Sources of Fundinq CDBG Community Activities (General Fund monies) 0 OX OX (Word:\APPLICATION) Revised: 12/12/03 c City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 4 If yes, please indicate amount and status of previously awarded funds (fully expended, funds remaining, program/project discontinued). Amount Received Status CDBG/HIME funds $7,500 fully expended Community Activities B. Did you receive any federal funds, including CDBG/HOME funding from other cities, last year (July 2003 - June 2004)? 0 No XOX Yes (Please list funds below.) Proaram Source Amount Received C. Will additional CDBG/HOME funds be required in future years for the project? XX No 0 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.) The women served by the House of Dorothy, Barbara and Rosemary are all residents of Carlsbad during their period of transitional housing. 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 2003-2004 Income Limits for the CDBG/HOME Program) 100 % of clients are at 30 percent or below of the area median income zero % of clients are between 31 and 50 percent of the area median I income income income zero % of clients are between 51 and 80 percent of the area median I zero 7, of clients are above 80 percent of the area median (Word:\APPLICATION) Revised: 12/12/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 5 C. Please describe how low and moderate income persons will benefit from the proposed program/project. Include the need or problem to be addressed in relation to Consolidated Plan housing and community development priorities, as well as the population to be served or the area to be benefited. (See Consolidated Plan Priorities) Brother Benno's provides transition housing for women in recovery. These women from Drug Court live at the house in Carlsbad for up to one year while working, paying for a portion of their keep, saving money to enter mainstream life and benefit from a twelve step program and case worker assistance. Brother Benno's helps meet the basic needs of lower income Carlsbad residents by providing a variety of general social services. Case management to help guests find resources to improve their circumstances. 13. Please indicate the number of clients, by households or individuals, benefiting from the proposed activity and the percBntage that are Carlsbad residents. Households or *s Persons of which ./% are Carlsbad residents 7 /en e E. Does your agency focus its activities on populations with special needs? 0 NO XUX 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.) Brother Benno's serves homeless individuals/farnilies and wwking poor individuals and families. Some of our "guests" are persons with substance abuse problems. Some "guests" are day laborers. Children are served through our food, hygiene, health, clothing, school supplies/backpack, and tutoring programs IWOrd:\APPLICATIONJ Revised: 12/12/03 City of Carlsbad 2001 -2003 CDBG/HOME Fundlng Application Page 6 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 Title Date Date Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: Eligibility Determination: (Word\APPLiCAlION) Revised: 12/12/03 n n Attachment C Brother Benno Foundation Proposed Budget 2004-2005 House of Dorothy. Barbara and Rosemaw (DBR), Carlsbad Ordinary Income/Expense Income DBR Support (contributions) $ 5600 Support (Grants) $10000 (CDBG Carlsbad 2004-2005 Request) Rental Income $7800 Total Income $23400 Expense DBR Contract labor Food Rent Supplies Telephone Utilities Total Expense $1200 $2000 $15600 $1600 $1400 $1600 $23400 _- CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM 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 required Attachments A through C as listed in the Checklist of Required Documents. Ten copies of the completed application package, including attachments, must be submitted prior to December 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B, Carlsbad, CA 92008. ADMINISTRATING AGENCY Name of Agency: Casa de Amparo Address: 3355 Mission Avenue, Oceanside, CA 92054 #-Federal Tax ID Number: 95-33 15 5 7 1 Food Program PROPOSED PROGRAM/PROJECT Title of Program/Project: - Oceanside, San Luis Rey Mission Location of Program/Project: Telephone No.: f760 1 754-5500 Deborah Stanley Contact Person: 10,000.00 Requested Funding Amount: $ Brief Description of Program/Pro/ect (Describe the work to be performed, including the activities to be undertaken or the services to be provided, the goals and objectives of the program/project, etc.): Please see narrative page. ad-- City of Carlsbad 4WkQQ3 CDBG/HOME Funding Application Page 2 1. 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? Please see narrative page-item l.B C. How long has this agency been in operation? incorporation? Please include the date of 1978-DO1 - June 26, 1979 D. How long has this agency been providing the proposed program/project? Since incorporation 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 an optional Attachment B but not in lieu of a complete response.) Please see narrative page - item l.F G. Please indicate your agency's level of experience with the CDBG/HOME program. CDBG/HOME ixoararn: 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. Moderate experience, 4 to 5 years of using CDBG/HOME funds. Considerable experience, more than 5 years of using CDBG/HOME funds. (Word:\APPUCATION) Rev/&: 11/6/03 City of Carlsbad Page 3 2001 -2003 CDBG/HOME Funding Application H. If you have received federal mds, including CDBG/HOME funds, in previous years, have program violation findings ever been made against your agency/organization? If yes, please explain nature of finding(s) and how finding(s) has been addressed by your organization. n/a II. FINANCIAL CAPACITY/STABILITY A. Please submit 'the proposed budget for the program/project, itemizing revenues and expenses, to this application as Attachment C. Indicate how the requested CDBG/HOME funds would relate to the overall proposed budget. B. Did you receive any of the following sources of funding from the City of Carlsbad within the last two years (2001-2002 and 2002-2003) for the proposed program/project? Sources of Funding CDBG Community Activities (General Fund monies) - No 0 A3 b If yes, please indicate amount and status of previously awarded funds (fully expended, funds remaining, program/project discontinued). Amount Received Status CDBG/HOME funds $5,000.00 fully spent Community Activities B. Did you receive any federal funds, including CDBG/HOME funding from other cities, last year (July 2002 - June 2003)? 0 No T3 Yes (Please list funds below,) Proaram Source Amount Received oceanside Federal Food Program sib,'"u $ $42,875 - estimated - depends on number served C. Will additional CDBG/HOME funds be required in future years for the project? .- 0 No = Yes (Word: \APPUCATION) ReM: 11/6M3 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 4 rc 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.) Please see narrative page-item 1ll.a 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 2003-2004 Income Limits for the CDBG/HOME Program) 611 of our children are wards of the court. % 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 100 _- 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 Pian housing and community development priorities, as well as the population to be served or the area to be benefited. (See Consolidated Plan Priorities) Please see narrative page-item 1ll.b D. Please indicate the number of clients, by households or individuals, benefiting from the proposed activity and the percentage that are Carisbad residents. Households or 300 Persons of which 6% are Carlsbad residents E. Does your agency focus its activities on populations with special needs? 0 No KJ Yes (Please Specify) Please specify which special needs populations. (Homeless individuaWfamilies, Persons with disabilities, Persons with substance abuse problems, Veterans, Farm workers & day laborers, Elderly, Children, etc.) We provide services for abused, abandoned and neglected children. (Word: \APPLICATION) Rev/&; I1/6/!3 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 5 IV. IMPLEMENTATION OF ACTIVITY c_ A. Please submit a schedule for implementation of the proposed construction, rehabilitation, property acquisition, other construction related or new public/cornmunity 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. +- Jf /d-/5-03 Date Title Date Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: - Eligibility Determination: (Word\APPLICATION) Revlsed: 11/6/03 City of Oceanside - CDBG Grant Application - December 13,2003 Casa de Amparo - Narrative Page Brief Description of Program / Project For the past 25 years, Casa de Amparo has provided emergency shelter, treatment and prevention services to abused, neglected and abandoned children and their families in North County. Casa de Amparo is seeking $10,000 of the Carlsbad 2004/05 CDBG budget to support the food expenses incurred in the daily operations of the Casa de Amparo’s Children’s Shelter and Child Development Center. When children arrive at Casa de Amparo, they are often in a state of emotional trauma where the basic needs of existence are in question. Many have been neglected and under extreme stress. The Casa de Amparo 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. Having reliable, healthy meals serves a basic and urgent need, which is therapy in and of itself. After their basic needs have been met, the children can relax and be receptive to the other services provided, such as on-site schooling, therapy, medical treatment, recreation, sports and exercise, etc. With this as the goal, the objectives of the Food Program are: 0 I to increase the physical health and alleviate the trauma level of each child at Casa de Amparo by providing three nutritious meals and three snacks each day for the duration of the child’s stay. to eliminate the fear that food will not be provided to teach table manners and correct interaction at meal times. 0 0 These objectives are measured in several ways. First of all by counting meals and snacks served we are sure that all children are being fed as expected. This information is regularly reported to funders. By tracking the children’s social and developmental progress in the program, we can make sure that the children know that they will be taken care of by staff and other caregivers. By visual The food program will cost approximately $131,513 next year. Of this only $43,140 is subsidized by other federal programs. The balance must be made up by contributions from the various cities in which these children lived and to which they will likely return, and from private donations from foundations and individuals. Casa de Amparo will seek Community Development Block Grant funds from Carlsbad, Enchitas, Vista, and Oceanside as well as other San Diego cities where our children are residents. We have already received a small grant from San Marcos, also directed to the food program. Because of our heavy North County influence, we expect most of our funding to come from North County communities. Casa de Amparo is seeking $10,000 from the Carlsbad Community Development Block Grant program. - City of Oceanside - CDBG Grant Application - December 13,2002 Casa de Amparo - Item 1.B Casa de Amparo, Inc. is a non-profit organization that provides treatment and prevention services to abused, neglected and abandoned children and their fadlies in North San Diego County. Casa de Amparo has served more than 5500 people since its inception and is licensed by California Community Care Licensing for Group Homes and regulated by the Department of Social Services. We operate several programs in pursuit of our mission. While many of our programs are forced to deal with the abuse or neglect as it happens, we also have programs that emphasize prevention and education. All of Casa de Amparo programs serve abused, abandoned and neglected children and their families from San Diego County. The mission is to provide a safe shelter and continuum of prevention and treatment services so that the cycle of violence, in which these families are caught, can be broken. This organization operates several programs in pursuit of its mission. The two programs that serve significant amounts of Carlsbad children include the following: Children’s ShelterKasita - This 24 hour program, located in Oceanside, provides emergency temporary shelter to San Diego children who are removed from their homes because of imminent danger. During their stay, children aged 2 days to seventeen years receive safe shelter, food, recreational therapy, medical care, educational services, traditional therapy services and case management. The program is both therapeutic and preventive. In addition to healing their emotional scars today, these services help children avoid become abusers themselves later in life. 0 Child Development Center - This program provides therapeutic daycare services to children who have witnessed violence in their homes or who are at-risk of abuse, neglect or abandonment. The services are provided to low-income families weekdays from 7:OOam to 5:OOpm. Children in the program are aged 18 months to 5 years. The program is the only such program in California that receives partial funding from the Department of Education. The constituency of Casa de Amparo includes families from throughout San Diego county, with the emphasis on North San Diego County. Casa de Amparo primarily serves families living below the poverty level, The ethnic breakdown last year was 39% Caucasian, 35% Latino, 16% African-American, 3% Asidacific Islander, 4% American Indian and 3% other. Although the children served at the shelters are fiom all from San Diego County, approximately 40% live in Oceanside prior to their arrival. All of the children served at the Child Development Program reside in Oceanside. 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 or neglect inff icted upon them by guardians or parents. - City of Oceanside - CDBG Grant Application - December 13,2002 Casa de Amparo - Item 1.F Casa de Amparo currently employs about 105 individuals. The chief operating officer is the Executive Director, Sharon Delphenich, a licensed clinical social worker with more than 20 years of experience in residential services. She is supported by several Associate Directors, Lori Haugh, Chelle Sutyak, and Barbara Moore, who oversee the various programs. Deborah Stanley is the Director of Development. All Casa de Amparo employees involved in the food services program are trained in the safe handling and appropriate procedures for food preparation and storage. Item 1II.A Casa de Amparo is important to Carlsbad for it prevents Carlsbad children -- who are in need of emergency shelter -- from being transported to central San Diego. Casa de Amparo keeps the children in their community and prevents their removal from their neighborhoods of origin, further adding to their sense of isolation and abandonment. Our population last year consisted of at least 6% Carlsbad residents. 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.. .” - Item 1II.B The national objective of providing direct benefit to low and moderate-income persons is addressed regularly at Casa de Amparo. All of the children served by Casa are themselves within the “very low” income limits as a family of one with no income. In addition the majority of these children’s parents are living in poverty as well and would quali@ as “low income”. The educational and prevention programs that are offered free of charge are of significant benefit to this population. Casa de Amparo Children's Shelter Food Programs Budget Year 2004 ExDenses Food service Supplies Salaries Taxes, insurance $83,950 $3 1,485 14,300 1,778 $131,513 Total: ,--- Revenue Federal Food Program CalZomia Food Program AFDC Contributions $43,140 600 116 87,657 $131,513 Total: I CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM 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 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 required Attachments A through C as listed in the Checklist of Required Documents. Ten copies of the completed application package, including attachments, must be submitted prior to December 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite 6, Carlsbad, CA 92008. ADMl N ISTRATING AGENCY Name of Agency: Catholic Charities, Diocese of San Dieao Address: 349 Cedar Street, San Dieao, CA 921 01 Federal Tax ID Number: 23-73340 1 2 PROPOSED PROGRAM/PROJECT Title of Program/Project: Location of Program/Project: 2472-78 ImDala Drive, Carlsbad, CA 92008 La Posada de GuadaluDe - Or>erations Contact Person: Eddie Preciado Telephone No.: 1 760 1 929-2322 Requested Funding Amount: $ 65,000 Brief Description of Program/Project (Describe the work to be performed, including the activities to be undertaken or the services to be provided, the goals and objectives of the program/project, etc.): CDBG funds are being requested to continue and expand activities associated with the successful operation of La Posada de Guadalupe Men's Shelter in Carlsbad. Operated by Catholic Charities, Diocese of San 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 services 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 2004-2005 CDBG/HOME Funding Application Page 2 1. ORGANIZATIONAL ABILITY/CAPACITY I A. This agency is: (X) 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? 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? Since 1919, Catholic Charities has been the social service ministry of the Roman Catholic Diocese. The agency was incorporated as 501 (c )(3) in February 1974. D. How long has this agency been providing the proposed program/project? Since November, 1 992. 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 an optional Attachment B but not in lieu of 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 eleven years experience working in shelter programs serving homeless men, youth and migrants. He is bi-IinguaVbi- 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-to-day operation of the program and facility operations. He is responsible for direct supervision of staff, volunteers and clients. He is directly involved in overseeing client intake, case planning and referral, meal planning, food storage and preparation. Mr. Blas is bi-lingual/bi-cultural and has received specific shelter-related training including case management. G. Please indicate your agency's level of experience with the CDBG/HOME program. CDBG/HOME moaram: (x) No or little experience, up to 1 year of using CDBG/HOME funds. Some experience, 2 to 3 years of using CDBG/HOME funds. Moderate experience, 4 to 5 years of using CDBG/HOME funds. Considerable experience, more than 5 years of using CDBG/HOME funds. (Word:\APPLICATION) Revised: 12/9/03 City of Carlsbad 2004-2005 CDBGIHOME 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 agency/organization? If yes, please explain nature of finding(s) and how finding(s) has been addressed by your organization. II. FINANCIAL CAPAClTY/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 (2002-2003 and 2003-2004) 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). Amount Received Status CDBG/HOME funds $9,600 2002/2003 funds expended Community Activities B. Did you receive any federal funds, including CDBG/HOME funding from other cities, last year (July 2003 - June 2004)? 0 No (X) Yes (Please list funds below.) Proaram Source Amount Received Emergency Food and Shelter Grant $21,700 Federal Emergency Shelter Grant (FESG) $76,200 CDBG $9,600 (EFSG/FEMA) C. Will additional CDBG/HOME funds be required in future years for the project? 0 No (X) Yes (Word:\APPLICATION) Revised: 12/9/03 City of Carlsbad 2004-2005 CDBGIHOME Funding Application Page 4 Ill. BENEFITS & BENEFICIARIES A. How accessible or convenient is the proposed program/project to Carlsbad residents? (Please be specific such as direct services to client's home, transportation provided to and from facility, or relation to public transportation.) Project is located within the City of Carlsbad, near work projects, adjacent to the Safety Center, near El Camino Real, and less that 1 mile from a bus stop. B. What is the approximate percentage of your clients that have annual family incomes in each of the following ranges: (Percentages should add to 100%; Please see the 2003-2004 Income Limits for the CDBG/HOME Program) 1 00 % of clients are at 30 percent or below of the area median income 76 of clients are between 31 and 50 percent of the area median income % of clients are between 51 and 80 percent of the area median income % 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) La Posada provides a safe, sanitary and sober shelter environment for homeless men. Through 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 benefits to low income people. 100% of those who benefit 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 Development Objectives. The shelter provides AFFORDABLE HOUSING assistance in the form of case management and referral to housing options and SOCIAL SERVICES in the form of shelter, meals and health maintenance. In addition, the shelter provides case management directed at employ men t . 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 450 Persons of which 78 % are Carlsbad residents E. Does your agency focus its activities on populations with special needs? 0 No (X) Yes (Please specify) Please specify which special needs populations. (Homeless individuals/families, Persons with disabilities, Persons with substance abuse problems, Veterans, Farm workers & day laborers, Elderly, Children, etc.) 12/09/038:30 AM City of Carlsbad 2004-2005 CDBG/HOME Funding Application Page 5 Homeless Male Farm workers and day laborers 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. Date Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: - Eligibility Determination: 12/09/038:30 AM City of Carlsbad 2004-2005 CDBGIHOME Funding Application Page 6 - PROJECT DESCRIPTION I. SUMMARY Public service hds of $65,000 are requested to continue and expand activities associated with the successfid operation of La Posada de Guadalupe de Carlsbad. Operated by Catholic Charities Diocese of San Diego (CCDSD) in partnership with the Caring Residents of Carlsbad (CRC), La Posada is a unique 50-bed shelter that targets homeless, male farm workers and day laborers. These men receive basic services, such as shelter and food, case management for up to 90 days in a safe, sanitary and sober environment. More than a place, La Posada is a program devoted to improving the quality of life for its participants by encouraging and enabling employment and the acquisition of permanent housing. 11. NEED Current estimates from the Regional Task Force On The Homeless total 15,000 homeless individuals in San Diego County. According to the Regional Task Force, included in this number are “more than 7,000 resident day laborerdfarm workers living year-round under difficult conditions in perhaps 100 encampments on public and private property throughout the county. These camps are located in the canyons and hillsides of North County, along the coast in northern San Diego City, and adjacent to farming operations where the workers regularly seek day labor.” These numbers are independent of thousands more undocumented workers who migrate into the county to work or to continue north. - Encampments ranged in size from a few people to a few hundred. While virtually all migrant families with women and children have now been moved out of these camps and into transitional or permanent housing, there are still approximately 300 men living in 8 camps within the boundaries of Carlsbad alone. Conditions within these camps make communicable disease and fire ever-present dangers to both the homeless and neighboring communities. And the presence of third-world living environments in the shadow of high-priced residential neighborhoods and commercial parks has been a source of community conflict over the years. Carlsbad’s Comprehensive Housing Affordabil’ty Strategy, the HUD Consolidated Plan, the Housing Element of Carlsbad’s General Plan, and the Regional Task Force all place a very high priority on the development and operation of transitional shelters. Testimony by Carlsbad residents during public hearings on the use of CDBG funds routinely identifies housing homeless males as a funding priority. Both as a place and program, La Posada provides a viable alternative to life in the camps. The failure to develop new facilities, the closure of other shelters, and the clearing of camps increases the need for a stable shelter environment. 111. OBJECTIVES A. NATIONAL La Posada meets the National Objective of providing direct benefit to low and moderate income persons. Since the target population is homeless men who typically fall below 30% of CDBG’s median family income standard for a household of one. In fact, one hundred percent (100%) of those who directly benefit from this project are either “very low” or “low” income as defined by HUD guidelines, a level that exceeds the 70% required threshold. 12/09/038:30 AM City of Carlsbad 2004-2005 CDBG/HOME Funding Application Page 7 - B. LOCAL La Posada also meets two of Carlsbad’s identified local Community Development Objectives. It provides shelter and case management services to homeless men (AFFORDABLE HOUSING) directed toward obtaining employment and permanent housing, and it provides assistance to meet their basic needs for shelter, foods and health (SOCIAL SERVICES). C. PROJECT Annual objectives stated in service units include: a) to assist 450 unduplicated men b) to provide 14,000 person shelter days (PSD) c) to serve 36,000 meals d) to develop a case plan for 350 residents e) to enable 200 men to find employment f) to enable 150 residents to acquire permanent housing IV. CLIENTS The target population are single, adult, homeless males, 100% of whom are either very low or low income as defined by HUD guidelines. Increasing annually, La Posada currently serves 400 unduplicated persons with an average nightly occupancy level of 86% (43/50). Ninety percent (90%) of the residents are Hispanic with limited English proficiency. The majority seek employment at area farms, factories, nurseries, restaurants and construction sites. Between ten and fifteen percent (10-15%) have some physical disability. V. METHODS A. PHYSICAL PLANT La Posada is unique in its design, structure and character, appearing and functioning more like a rural village than an urban homeless shelter. Located on a 3.62 acre site, La Posada physically consists of four modular, single story, mobile buildings, including: 1. a dormitory/bathAaundry unit : 6Ox60feet 2. a dining hall/classroom/kitchen unit : 6Ox24feet 3. a storage unit : 55 x 12feet 4. an officeunit : 60 x 12 feet These modular units are made of steel frame construction, fitted with all necessary utilities, and accessible to the disabled. Each is designed for efficiency, safety, and ease of maintenance and supervision. The dormitory unit contains fifty (50) cots (expandable to 70 during inclement weather), open shelving for the residents to store their personal property, seven (7) showers, three (3) toilets and coin-operated washer & dryer. The kitchen is commercial-grade with the dining room capable of being converted into a general-purpose classroom or meeting area. Donations of a library, TV and VCR provide indoor entertainment while a volleyball court and vegetable garden, both built by the men, offer outdoor recreation. The site is landscaped, lighted, fenced and gated. B. PROGRAM SERVICES 12/09/038:30 AM City of Carlsbad 2004-2005 CDBG/HOME Funding Application Page 8 - 1) shelter 2) food - three meals daily (breakfast, sack lunch and dinner) 3) hygiene - showers and laundry 4) social services - a) case management (action plan and follow-up) b) health (education, screening and referral) c) mental health (AA meetings and referral) d) language training (ESL) e) employment (counseling & referral) f) immigration (referral to CCDSD’s immigration program) g) recreation (outdoor and indoor) Programmatically, La Posada is a limited case management emergency shelter. Except for persons passing through the area, each resident is expected to participate in a personal plan of action that in some way moves him to greater self-sufficiency. Applicants are given an orientation both orally and in writing, (English or Spanish), before admission, which highlights their rights and responsibilities and the project’s rules regarding ensuring a safe, sanitary and sober site. Outreach strategies used to inform the targeted population and potential referral sources about La Posada include: (1) visits by staff to where the men congregate (migrant camps, places of employment, recreational areas) and where they are served (clinics and community based organizations); (2) distribution by the Caring Residents of flyers, letters and wallet-size cards (which include a map); and (3) word of mouth from satisfied former residents. La Posada is open year round and most services are available daily from 3:OO P.M. to 7:OO A.M., Monday through Friday and 24 hours on weekends and holidays. English classes are offered two evenings each week with health-related services provided upon the availability of other organizations and clinics to visit our site. La Posada de Guadalupe is the only operational year-round facility for homeless men, day-laborers and fm-workers in Carlsbad. La Posada has been blessed with strong community support, including Carlsbad’s City Council and the Dept. of Housing. La Posada is a true partnership between the public and private sectors, between grass root and professional agencies, between providers and clients. La Posada was initiated by the concern of local residents regarding the living conditions and treatment of homeless men in the Carlsbad area. Volunteers have been instrumental in site acquisition, development and maintenance. La Posada has also received much positive press, and it enjoys effective working relationships with other groups in North County. Volunteers, mainly from Caring residents of Carlsbad and St. Patrick’s Parish, provide donations, assist in fund raising and public relations, particularly with local governmental officials, and assist with tutoring, health-related activities and transportation. Most of these individuals are professionals in health, education, law, engineering or construction. Collaboration with other organizations is a hallmark of Catholic Charities’ service delivery system. CCDSD is a founding member of the San Diego Emergency Resource Group (ERG) which plans and coordinates emergency services to the residents of San Diego County. CCDSD also serves as the fiscal agent for EFSP funding, and participates 12/09/038:30 AM City of Carlsbad 2004-2005 CDBG/HOME Funding Application Page 0 I in various area coalitions that address the homeless, e.g. Regional Taskforce on Homeless and the Migrant Services Network. La Posada works cooperatively with other organizations in meeting the needs of its residents. Referrals for shelter are accepted fiom government agencies, churches, clinics and community-based organizations throughout North County. The Carlsbad Hiring Hall run by SER (Service Employment Redevelopment) handles most employment -related services. The Vista Community Clinic and North County Health Services provide health screening, education and referral. Mira Costa College conducts English classes two times weekly, and other programs that target homeless men are permitted access to La Posada. VI. STAFFING DEPARTMENT DIRECTOR, HOMELESS MEN’S SERVICES: - Edgardo Preciado The Department Director, Homeless Men’s Services oversees the homeless men shelters in San Diego and Imperial Counties and is directly responsible for all budgeting, program planning, development and evaluation. The incumbent has eleven years experience working in shelter programs serving homeless men, youth and migrants. He is bilingualhicultural and has a keen appreciation of the needs and character of the target population. Mr. Preciado attended San Diego City College and has received extensive training including case- management. PROGRAM MANAGER: - Joaquin Blas The Program Manager is responsible for the day-to-day operation of program including direct supervision of staff and volunteers. The incumbent has five years experience working in shelter programs. He is bilinguallbicultural and has received specific shelter related training including case management. RESIDENTIAL TECH. (4 Full time): - Enrique Medina, Jose Figueroa, Marcos Hernandez, Miguel Gonzalez. (3 Part time) Ramiro Figueroa, Cesar Lopez, David Marshall Each incumbent is bilingualbicultural; two are former day laborers and clients; all have an appreciation and sensitivity to the needs of the homeless. VII. OUTCOMES During its first 11 years of operation, La Posada has: 0 0 0 0 served over 552,000 meals 0 0 created and maintained an attractive and functional living and service environment without community conflict provided a valuable and viable component to the Housing Element of Carlsbad assisted over 5,000 unduplicated men with over 150,000 shelter days helped over 1,875 of these individuals to locate permanent housing enabled several residents with life-endangering problems to obtain proper medical care promoted preventive health practices that reduced the risk of communicable disease, injury and substance abuse 12/09/038:30 AM n 3 ~ T, w w n r "ti I I ni I UI ni I -1 I ATTACHMENT B JOAQU" BLAS 5320 Adobe Falls Rd. "G", San Diego, Ca 92120 6 19/582-7587 (home) 760/929-2322 (business) PROFESSIONAL EXPERIENCE Program Managerlcase Worker I1 CATHOLIC C"ES/LA POSADA de GUADALUPE Much, 1998 to Present Directly responsible for the day-to-day operations of men's shelter program and kility. Duties include supervision of 6 staff and 50 residents; oversee client intake, case management and follow up; program data gathering and reporting. Assist department director in preparation of program budgets and monitoring; order food and non-food supplies; maintain inventory; pick up and document program donations. Construction MA CONSTRUCTION, INC. LOUR0 AND JOHNSON LANDSCAPE March, 1994 to January, 1998 Worked on various hdscape and construction projects as needed while attending college. c Case Worker Level I CATHOLIC CI-UWTES/LA POSADA de GUADALUPE December 1994-January 1995 Supervised clients and provided security for 50 men shelter. Performed limited case management ad complete program reports. Cook /Server (part time) LE PEEP GRILURESTAURANT 1997 to 1999 Cook and served meals. Worked as needed while attending college. EDUCATION/SmL/TRAIM" AA, Mira Costa College Food Safety Certificate Case Management LeveI I & II CPR/First Aid Certified Word & Excel Bilingual Spanismnglish Coping With Difficult People Supervision Skills Time Management - PROFESSIONAL REFERENCES References are available upon request. ATTACHMENT B _- EDGARDO ELMS PRECIADO 9687 Saint George Street, Spring Valley, CA 91977 619/697-1432 (home), 760/929-2322 (business) PROFESSIONAL EXPERIENCE Department Director/Program DirectorlProgram Manager CATHOLIC CHARITIES August, 1992 to Present Positions with progressive responsibilities of Program Manager, Program Director and currently Department Director overseeing two men’s’ shelter programs in San Diego and Imperial Counties. Duties and responsibilities include; staff recruitment, training, scheduling and supervision; assurance of quality services; resource development; preparation and monitoring of program budgets. Liaison with other service providers, community groups and government agencies. Case Worker I SALVATION ARMY EMERGENCY LODGE July, 1989 to August, 1992 Supervised clients and provided security in a 7/24 homeless shelter for families. Helped serve meals and provided limited case management. Residential Worker CATHOLIC COMMUNITY SERVICES/CASA San Juan August, 1986 to March, 1992 Position in a group home for Immigration and Naturalization Services and U. S. Marshals youth detainees. Provided security. Supervised clients and coordinated client activities. Activities Coordinator (part time) OUR LADY OF ANGELS PARISH July, 1984 to January, 1990 Oversaw activities for parish youths. Planned and coordinated field trips. Accompanied youths and provided supervision and ensured safety and security. EDUCATIONISKILLITRAINING San Diego City College Food Safety Certificate Case Management Level I & II CPWirst Aid Certified Word & Excel Bilingual SpanisMEnglish Coping With Difficult People Supervision Skills Time Management PROFESSIONAL REFERENCES References are available upon request. City of Carlsbad 2004-2005 CDBGIHOME Funding Application Page 10 .- ATTACHMENT C: BUDGET INFORMATION 2003-04 EXPENSES PERSONNEL: SALARIES DEPARTMENT DIRECTOR ( 50%) PROGRAM MANAGER (1 00%) RESIDENTIAL TECH I1 (1 00%) RESDENTIAL TECH I (6 @ 20 TO 100%) FRINGE (20.%: FICA, SUI, WC) TOTAL PERSONNEL NON-PERSONNEL: CONSULTANT/CONTRACTSERVlCES STAFF TRAVEL INSURANCE OCCUPANCY UTILITIES TELEPHONE SUPPLIES FOOD VOLUNTEER EXPENSE MEETMGS/DUES/FEES MISCELLANEOUS - EQUIPMENT TOTAL NON-PERSONNEL TOTAL EXPENSES REVENUES GOVERNMENT GRANTS: FESG EFSPREMA CDBG - CARLSBAD (THIS APPLICATION) (30% OF TOTAL REVENUE) PRIVATE DONATIONSlFUNDRAISING: CONTRIBUTION CATHOLIC CHARITIES TOTAL REVENUE $27,456 26,400 21,120 69.1 13 $144,089 28,817 $172,906 1,200 700 2,610 11,122 13,210 3,850 600 7,500 50 800 350 $4 1,992 $214,898 $ 76,198 2 1,700 65,000 17,000 35.000 $214,898 12/09/038:30 AM City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 1 CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM FUNDING PROPOSAL APPLICATION The following information must be completed by each person/agency/organization interested in being considered for CDBGkIOME 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 required Attachments A through C as listed in the Checklist of Required Documents. Ten copies of the completed application package, including attachments, must be submitted prior to December 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B, Carlsbad, CA 92008. ADMINISTRATING AGENCY Name of Agency: Fraternitv House. Inc. Address: 20702 Elfin Forest Road Escondido. CA 92029 Federal Tax ID Number: 33-0306861 PROPOSED PROG€"ROJECI' Title of ProgramflProject: Meals with Care program Location of ProgramProject: Fraternitv House 20702 Elfin Forest Road Escondido. CA 92029 Contact Person: Mollv Henry Telephone No.: ( 760 736-0292 x 101 Requested Funding Amount: $ 6.138 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 progrdproject, etc.): Fraternity House, Inc. is San Diego County's only provider of licensed Residential Care Facilities for the Chronically I11 (RCF-CI) dedicated to serving homeless and very low-income women and men disabled by "/AIDS. These individuals may come from throughout the county, but historically two-thirds come from North County. In the last fiscal year, 9% of the residents we served came from the City of Carlsbad. At our two homes, Fraternity House (three miles outside of Carlsbad's City Limits) and Michaelle House (in nearby Vista) residents receive assistance with the tasks of daily living, daily nutritious home-cooked meals, assistance with adherence to complex medication regimens, clothing, transportation to medical appointments, organized recreational activities and emotional support. One of the most important services we provide is nutritious home-cooked meals. Nearly all our residents at some point suffer from a type of malnutrition known as "wasting syndrome." But AIDS also looks quite different now than it did when we opened our doors in 1988. As the face of AIDS continues to change, so must we. Current drug therapies are greatly extending the lives of men and women with AIDS. With this extended life span, however, we are seeing a wider array and greater frequency of chronic conditions not previously associated with the disease. Many of our residents have conditions such as diabetes, hypertension, and cardiovascular disorders, which require strict diets. Now our cooks must consider these specific diets, as (Word\APPLICATION) Revised: 12/15/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 2 well as the enhanced nutritional requirements of people with AIDS that we’ve known about for years. The Meals With Care program is critical to our ability to fulfill our mission; our residents have little chance of regaining their health and independence without the nutritious meals we provide. Fraternity House, Inc.’s Meals with Care program was started by volunteers. As we grew and added staff members to provide care to residents, the staff member on duty became responsible for preparing meals and assisting residents. In 1995, the State of California began licensing facilities such as ours, under a new licensing designation, Residential Care Facilities-Chronically I11 (RCF-CI). Our RCF-CI license is unique because it allows us to provide transitional, long-term and hospice care, all under one roof. We are required to hire and maintain 24-hour staff that are, at minimum, Certified Nursing Assistants. It quickly became apparent that the direct care staff would have little time to coordinate meals. As a result, in 1995, we hired a part-time cook at Fraternity House. In 1996, the cook became a full-time position. Fraternity House’s programs were successful that we had a long waiting list and in 1997 we opened Michaelle House. A part- time cook was hired there in 1998. In 1999, the capacity at Michaelle House doubled from six to twelve resident beds, and with local CDBG funding we increased the cook’s hours to full-time. Currently we have a full-time cook at each house. The addition and expansion of the Meals with Care program has meant that the residents are getting more nutritious meals, while the direct care staff are not distracted from their own duties. We are requesting $6,138 in matching funds to cover one-fourth of the cook’s salary and benefits at Fraternity House. The cooks at our two homes are responsible for preparing and posting weekly menus, adhering to a budget while shopping for supplies, maintaining the cleanliness and safety of the kitchen area, preparing all weekday meals, serving meals while on-site, scheduling volunteers to provide dinner on the weekends, and maintaining up-to-date knowledge about proper nutrition for those with AIDS. Each house has a full-time cook who works from 7 a.m. to 3:30 p.m. 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. Since this position and program already exists, we can begin work toward meeting our objectives immediately upon receipt of funding in July. c Proiect Goal and Ob-iectives: The goal of the “Meals with Care” program is to meet the nutritional requirements of each individual in our care, affording them the best chance possible at a long and healthy life. Our objectives for the fiscal year of July, 2004 through June, 2005, are to: Objective 1: Secure matching funding for the Meals With Care program by 1213 1/04. Objective 2: Consult a nutritionist or dietician on a monthly basis, who will assist in the development of individualized meal plans by 7/1/04. Objective 3: Provide at least 18,600 nutritionally balanced home-cooked meals to 30-40 unduplicated low- income men and women disabled by AIDS by 6/30/05. We estimate that 9% of our overall unduplicated clients will come fiom the City of Carlsbad. Objective 4: To achieve an average score of 3.5 (on a 4.0 scale) on question number five of the Resident Satisfaction Survey; “The quality, variety and amount of food available.” (Survey Attached) We evaluate all of our programs in the context of resident satisfaction, utilizing a quarterly survey (attached). The resident survey is an invaluable tool because it becomes part of our annual strategic plan and signals the need for improvement or the creation of new program areas. In addition, we have been the recipient of CDBG funding from local cities for more than 10 years. Documentation of our Meals with Care program is in the form of demographic reports indicating the gender, age, ethnicity, and economic status of the individuals we care for at Fraternity House and Michaelle House. This report provides all housing, meals, personal care statistics and occupancy rates as compared to our projections. Time sheets showing the hours spent by our -. (Word\APPLICATION) Revised: K?/15/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 3 cooks will also support this report. Reports on our Meals with Care program will be provided to the City of Carlsbad in a timely manner. - I. ORGANIZATIONAL ABILITYKAPACITY A. This agency is: X 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? ?%e mission of Fraternity House, Inc. is to provide warm and caring homes were men and women disabled by HIV/kDS 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 this agency been in operation? Please include the date of incorporation? Fraternity House, Inc. began as an unlicensed AIDS hospice in North County in the mid 1980’s, when traditional health care providers, nursing homes and hospices were reluctant to provide services to people with AIDS. We were formally incorporated as a nonprofit 501(c)(3) on May 31, 1988. This year, at Magee Park, we celebrated our 15* Anniversary: fifteen years of celebrating life, dignity and hope. - D. How long has this agency been providing the proposed progrdproject? Fraternity House has been providing housing, 24-hour personal care, assistance with medications and nutritious home-cooked meals to very-low income and homeless individuals with AIDS since 1988. In 1993 we moved Fraternity House to its current Elfin Forest address. In the 1990’s the face of the epidemic changed and it became clear that individuals affected by AIDS needed a new program model, one that blended social service housing with skilled personal care. In 1996 Fraternity House became one of the first homes in the State of California and the first in San Diego County to be licensed under a new Department of Social Services designation as a Residential Care Facility for the Chronically I11 (RCF-CI). The intent of the program was to provide the flexible care that people with AIDS needed, yet remain small enough to provide individualized attention. Fraternity House was so successful that it resulted in long waiting lists, and in 1997 we opened a second licensed home in Vista, Michaelle House. We have a long history of being a respected provider. In 2002 Fraternity House, Inc. received the “Extraordinary Achievement by an “/AIDS Organization” award from the San Diego Housing Federation and the San Diego County HIV Housing Committee. We also received this award in 1997. Also in 2002, Executive Director Molly Henry was nominated for “Outstanding HIV/AIDS Advocate” and Fraternity House’s Manager June Morgan was chosen as one of the North County Times’ “2002 Women of Merit”. E. Please submit an organizational chart for the agency as Attachment A. Please see attached. F. Please describe the agency’s existing staff positions directly responsible for the proposed progrdproject and their qualifications and experience in implementing such a progrdproject. (Resumes may also be submitted as an optional Attachment B but not in lieu of a complete response.) Fraternity House and Michaelle House each have a full-time manager that supervises the Caregiving and Meals with Care stafT at the houses. In addition to the House Managers, our staff includes 2 Assistant House (Word\APPLICATIONJ Revised: 12/15/03 ~~ City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 4 Managers, 1 Wing Supervisor and 9.5 FTE Caregivers. Each house has a full-time Cook (Monday - Friday) that reports to the House Manager. In addition, both houses have a full-time Rehabilitation Activities Manager (RAP) who plans organized activities and handles outreachlvolunteer recruitment. They each report to the Executive Director. The houses share a part-time Van Driver for outings/shopping trips and transportation to medical appointments. We also have 1 full-time Development Director and a volunteer bookkeeper. The House Managers, RAP Managers, and Development Director report to the Executive Director, who oversees all programs and supervisory staff and reports monthly to the Board of Directors. An organizational chart, which clearly outlines our staffing structure, is attached for your review. The major persons responsible for our Meals with Care program are the Cooks and the House Managers. Cooks: Each Cook has several years of experience, Foodhandler's Certification, ServSafe Food Prokction Manager Certification and has attended training on the special dietary needs of people with AIDS. They consult with nutritionists to meet the specific requirements of each resident in our care. House Managers: Gloria "June" Morgan is a Certified Nursing Assistant (CNA) and has managed the housing, meals and care programs at Fraternity House for more than eleven years. Last year she was named as one of the North County Times' ten Women of Merit. Michaelle House Manager Brooks Ponto has managed the program for two years now. He is a Certified Medication Assistant and has over 12 years experience in the medical field. 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 16 years of progressively responsible experience in non-profit organizations, including working with the HIV positive inmate population at the California Institution for Women, familiarity with Community Care Licensing procedures, and experience with special-needs housing. Molly has a Bachelor's Degree in Communication and a Master's Degree in Social Work fiom the University of Michigan. G. Please indicate your agency's level of experience with the CDBG/HOME program. CDBGMOME program: 0 X No or little experience, up to 1 year of using CDBG/HOME funds. Some experience, 2 to 3 years of using CDBGMOME 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 CDBGMOME funds, in previous years, have program violation findings ever been made against your agenqdorganization? 0 No X Yes If yes, please explain 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 funding to us. 11. FINANCIAL CAPACITY/STABILITY (Word\APPLICATION] Revised: 12/15/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 5 I A. Please submit the proposed budget for the progradproject, itemizing revenues and expenses, to this application as Attachment C. Indicate how the requested CDBGkIOME funds would relate to the overall proposed budget. Our Meals With Care staff includes two full-time cooks; we are asking Carlsbad to pay for $6,138 to cover one-fourth of the cook’s salary and benefits at Fraternity House. Benefits include health, dental, workers compensation, and payroll taxes. Please note that approximately 9% of our residents come from the City of Carlsbad and we are asking Carlsbad for less than 6% of our Meals with Care program budget and less than 1 YO of our total organizational budget. Our overall budget is $802,000; individual donations, special events and grants fiom private foundations/corporations comprise 33% of our income. Resident fees comprise 19% of our income. (Fees are charged on a sliding scale; $0 income = $0 cost for rent and services). Because we are an RCF-CI, licensed by the Department of Social Services, not the Department of Health Services, we are not eligible for MediCaVMedicaid reimbursements. Two stable sources of ongoing funding are: Housing Opportunities for People with AIDS (HOPWA), supporting our overall program with $282,000 this fiscal year, and the State of California’s Residential AIDS Licensed Facilities (RALF) Program contributing more than $71,000. Historically, CDBG funding has made-up approximately 9% of our overall agency budget. Our single largest expense is payroll, benefits and taxes for employees, representing 82% of the overall budget. Other major expenses in the budget are groceries and household supplies at 6% and utilities at 3%. We intend to use Carlsbad funding as a match to secure additional private funding. Clear support from the cities where our houses are geographically located lends us credibility and a solid foundation from which to request matching fundinglmajor gifts from private foundations/idividual donors. Some of the private funders we will approach are: CECO $3,000; Equity Fights AIDS $3,000; Food For All $3,000; Share/MECRO $3,000; and Until There’s A Cure $3,000. We also requested $24,552 fiom the City of Oceanside to pay for the cook’s salary and benefits at Michaelle House. We also plan to request $14,800 (1/2 of a Cook at Fraternity House and the utilities at both houses) from the State of California for Meals With Care funding. Please See Attached Budget. - B. Did you receive any of the following sources of funding from the City of Carlsbad within the last two years (2002-2003 and 2003-2004) for the proposed progradproject? Sources of Funding CDBG Community Activities (General Fund monies) No - Yes X X” 0 *For the 2002-2003 fiscal year Carlsbad City Council voted to give us $5,000 funding out of their discretionary fund for our Meals with Care program. The funds have been fully expended and we successfully met our objectives for the program. If yes, please indicate amount and status of previously awarded funds (fuily expended, funds remaining, prograndproject discontinued). Amount Received Status CDBG/HOME funds Community Activities B. Did you receive any federal funds, including CDBG/HOME funding from other cities, last (Word\APPLICATION) Revised: 12/15/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 6 P year (July 2003 - June 2004)? 0 No X Yes (Please list bds below.) Pronram Source Amount Received Designation City of Del Mar General Funds $ 2,500 Groceries City of Encinitas CDBG $ 6,000 Caregiver Salaries City of Escondido General Funds $ 15,000 Caregiver Salaries City of Oceanside CDBG $ 10,800 Caregiver Salaries HOPWA (County H.C.D.) $282,000 Caregiver Salaries C. Will additional CDBG/HOME bds be required in future years for the project? 0 No X Yes 111. BENEFITS & 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 I11 because of AIDS; 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 and Michaelle House in nearby Vista. 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 dnver 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 transportation services through Ryan White funding at the Neighborhood House Association. c 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 2003-2004 Income Limits for the CDBGMOME Program) 94 6 % of clients are at 30 percent or below of the area median income % of clients are between 3 1 and 50 percent of the area median income % of clients are between 5 1 and 80 percent of the area median income % of clients are above 80 percent of the area median income C. Please describe how low and moderate income persons will benefit fkom 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 County of San Diego Health and Human Services Agency “/AIDS Epidemiology Report 2003 states that as of December 3 la, 2002, San Diego County had a total of 1 1,529 AIDS cases; it is estimated that for every one person with AIDS there are three people Iiving with HIV. The City of Carlsbad had 124 AIDS cases. Of the 45 cities in San Diego County, the City of Carlsbad ranks number 11 for the highest number of AIDS cases. During the 2002-2003 fiscal year 9% of the residents we served were from the City of Carlsbad. Our target population meets national objective number one, “benefiting low and moderate income persons.” The National Commission on AIDS states that half of all Americans with AIDS are either (Word:\APPLICATION) Revised: 12/15/03 .- City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 7 homeless or “in imminent danger of becoming so because of their illness, lack of income or oger resources and weak support networks.” During the 2002-2003 fiscal year, 94% of the residents we served were at extremely low-income levels and 21% were homeless. Our two houses uniquely meet the needs of individuals disabled by “/AIDS. In fact, our program meets two of the City of Carlsbad’s Community Development Objectives: 1. Affordable Housing: “Provide shelter or services to homeless or near homeless persons/families which result in an improved situation through.. . permanent housing, treatment of mental, or substance abuse problems, etc.” 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 care.” Our comprehensive services include shared housing, nutritious home-cooked meals, 24-hour personal care, transportation, an organized recreation program, clothing, and emotional support. We also ensure that our residents obtain a case manager and physician within 72 hours of moving into one of the houses. As the health of individuals with AIDS deteriorates, it is difficult to work and maintain financial security, particularly under the strain of escalating health care expenses. Further, homelessness can be life threatening to those with “/AIDS, since it becomes nearly impossible to obtain proper medical treatment or proper nutrition. Thus, people with “/AIDS are often subject to a vicious cycle; the disease makes them homeless, and their homelessness leads to infrequent or zero medical care and nutritional support. Moreover, we’ve seen first-hand that proper housing, nutrition and personal care can increase the length and quality of their lives. D. Please indicate the number of clients, by households or individuals, benefiting fi-om the proposed activity and the percentage that are Carlsbgd residents. Households or 30-40 Persons of which 9 % are Carlsbad residents E. Does your agency focus its activities on populations with special needs? 0 No X Yes (Please specify) Please specify which special needs populations. (Homeless individualdfamilies, Persons with disabilities, Persons with substance abuse problems, Veterans, Farm workers & day laborers, Elderly, Children, etc.) We serve low-income individuals who are homeless or at risk of becoming homeless, and are physically or mentally disabled by “/AIDS. In the last fiscal year, sixty-eight percent had a history of mental illness and/or substance abuse (many were dually diagnosed) and 12% were over age 55. We work collaboratively with other agencies such as Stepping Stone, Being Alive, and TEA (Treatment, Education and Advocacy) to provide appropriate counseling and support groups. We have also served dozens of veterans, as well as elderly persons with AIDS. During the 2002-2003 fiscal year, Fraternity House, Inc. served 34 individuals disabled by “/AIDS. All were low income and 94% were extremely low-income, with a median income of $10,140 per year. The median age of our residents was 4 1. The two most common circumstances that our residents came from were hospitals (29%) and off the streets (21% were homeless). Forty-two percent of the residents we served were ethnicIracia1 minorities and 18% were female/head of household. The median length of stay at our homes was 284 days. Out of the 17 residents who left our homes, 59% returned to independent living, 17% moved to more appropriate facilities (Le. psychiatric) while 24% died. (Word\APPLICATION) Revised: 12/15/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 0 IV. IMPLEMENTATION OF ACTIVITY A. acquisition, other construction related or new public/community service progrdproject as Attachment D. ' Please submit a schedule for implementation of the proposed construction, rehabilitation, property Not Applicable. 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. fy&IK AhCft3) ?hd73 c &nature ;nA Title Date Date Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: Eligibility Determination: (Word:\APPLICATION) Revised: 12/15/03 Attachment A Committees Fraternity House, Inc. Organizational Chart December, 2003 Committees Community I Wing Super. vacant CNAs Melissa Balcornbe Marie Leon Dinh Ngo Magretta Pierre Kelly Scott Phillina Towry Community CNAs Jason Barbre Kim Buchanan Veronica Ramirez Nicole Whadford Judv Zanzucchi .Attachment B 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 August, 1988 1/01 - Present 4/98 - Present 1 0100 - 6/03 7/96 - 5/99 6/96 - 5/97 1/96 - 5/99 “191 - 4/91 ,989 1988 7/87 - 12/88 1986 - 1998 7/94 - 6/98 Employment Histow 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 educatiotdscreening; 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 ProjecVSAFE 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 AssistanVAccounts Payable Assistant Responsibilifies: Maintenance of donor data base; monthly reports; assist with grant writing; bulk mailings; donor inquiries and correspondence; ordering, distribution and inventory of stock; processing accounts payable. 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 ArborNVashtenaw Chapter of National Org. for Women Bachelor of Arts in Communication The University of Michigan Ann Arbor, MI - Domestic Violence ProjectlSAFE House (Ann Arbor, MI) - National Abortion Rights Action League (Washington, DC) Other Activities San Diego HIV Housing Committee appointed member; co-chair 1/02 to present Single mother of a beautiful daughter Bella Vista Home Owners Association elected treasurer Susan G. Komen Breast Cancer Foundation, Los Angeles chapter, board member San Pedro Coordinating Council elected secretary Vista Del Oro Home Owners Association treasurer 96 & 97, president 98 & 99 California State University - Long Beach, Social Work Department, adjunct professor AFL-CIO Organizing Institute and Apprenticeship National Organization for Women, Washtenaw chapter, fundraising chair National Organization for Women, Washtenaw chapter, public relations chair Students for Choice, University of Michigan chapter, founder and president Volunteer for various political campainns Attachment C 2004-05 CDBG PROJECT BUDGET , City of Oceanside/ RALF/ Private Foundations Organization: Fraternity House, Inc. Project Name: Meals with Care 1,523 6,138 ITEM 10,661 42,966 PERSONNEL: Equip. supplies & Utilities (@ $475/month) Full Time Cooks (2 @ $8.50 - 9.25hour) 0 5,700 RALF 5,700 FOOD FOR ALL/ Equity Benefits (@I approx. 33%, inc. health, dental, payroll taxes, worker’s Comp.) 0 TOTAL PERSONNEL Fights AIDS/ CECO/Vista 46,380 Soroptimists/Carls-bad 46,380 Lion’s Club/In-Kind (food drives) OTHER TOTAL OPERATING 4,615 I 32,305 - 0 52,080 52,080 ~ SOURCE Of Other Funds Individual Donors/ Special Events TOTAL Budget 36,920 12,184 49,104 OPERATING: Groceries (@ $3,8651 month for 2 houses or 3 meals a day x $2.151per persodper meal) Admin. Overhead Operating Insurance, training, permits, subscriptions. etc. (@ 10% of costs, including TOTALS In-Kind SupportNolunteer Evaluation: Fraternity House, Inc.’s Meals with Care program receives much in-kind support. La Costa Canyon High School, St. Elizabeth Seton Catholic Church (Carlsbad), First Presbyterian Church of Oceanside and St. Thomas More (Oceanside) hold annual canned fodpaper-goods drives at varying times of the year. In addition, Pilgrim United Church of Christ and St. Patrick’s Catholic Church (Carlsbad) and the First Presbyterian Church of Oceanside take turns cooking and serving dinner at our houses on Saturday and Sunday nights. During the 2002-2003 fiscal year volunteered enriched our programs with more than 13,828 hours of their time and talents. Attbchment D -Quarterly . or Exit CAN USE THE REVERSE SIDE FOR ADDITIONAL COMMENTS. 4 3 2 1 RATING >>> GREAT GOOD FAIR POOR COMMENTS My bedroom & personal space The cleanliness & maintenance of the home The quality of help I have received to do everyday things The help I've received in taking medications the way I should The quality, variety and amount of food available The availability of volunteers to help out with things staff can't do The number and types of activities or outings De availability of transportation , The assistance I've received to contact or use other services The encouragement I've received to be as independent as possible The way people treat me with care and respect OVERALL RATING >>> vided by the home (not Red X) - Date: Fraternity or Michaelle I RESIDENT SURVEY What people or services have really helped you and made a difference? ~ ~ What have you liked the best about living here? What could we do to make living here even better? - .[ this survey in a sealed envelope and place it in the Executive Director's (Molly's) mailbox in the House Manager's office. If you want to talk to Molly about anything in this survey, please write your name below. If you choose to write your name, it will be kept confidential. Thank you for taking the time to tell us what you think! CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANTIHOME PROGRAM FUNDING PROPOSAL APPLICATION The following information must be completed by each person/agency/organization interested in being considered for CDBWHOME funding. All information requested must be provided or the application will be considered incomplete and will not be further evaluated for funding consideration. Please type or print clearly. Attach additional sheets or information as necessary. The application must not exceed a total of fifteen (15) pages, including required Attachments A through C as listed in the Checklist of Required Documents. Ten copies of the completed application package, including attachments, must be submitted prior to December 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite 6, Carlsbad, CA 92008. ADM I NlSTRATl N G AGENCY Name of Agency: North Countv Interfaith Council dba Interfaith Community Services Address: 550 W. Washington Ave. Suite B, Escondido, CA 92025 Federal Tax ID Number: 95-3837714 PROPOSED PROGRAM/PROJECT Title of Program/Project: Location of Program/Project: Coastal Service Center. 21 95 Oceanside Blvd., Oceanside. CA 92054 Safetv Net Services for Coastal Families - Contact Person: Ron Milone, Ass. Dir. of Programs Telephone No.: I 760 489-6380 Requested Funding Amount: $ 8.000 Brief Description of Program/Project (Describe the work to be performed, including the activities to be .undertaken or the services to be provided, the goals and objectives of the program/project, etc.): The Coastal Service Center for Interfaith Community Services will be moving to a larger and more accessible facility by March of 2004 at 2 195 Oceanside Blvd. The center will expand and enhance existing services of emergency aid to families in crisis including basic needs assistance with food and rental assistance. More intensive case management also will ensure these families connect with other community resources such as vocational training to help them move toward self-sufficiency. The goal of the Safety Net Program for Coastal Families is to reduce the likelihood of families becoming homeless or remaining homeless by providing supportive services or rental assistance during emergency situations. The objectives are: . . . To decrease the risk of homelessness for 20 families in Carlsbad by providing rental assistance and motel vouchers to maintain stability To provide 100 % of families who are Carlsbad residents and are participants of the Safety Net Services for Coastal Families Program with assistance with food and shelter Develop intensive case management relationships with 25 individuals to promote greater self sufficiency - City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 2 1. ORGANIZATIONAL ABILITY/CAPACITY A. This agency is: X Non-profit For-profit 0 Local public agency State public agency Other (Please specify.) B. What is the purpose/mission of the agency? Interfaith Community Services is a nonprofit social service agency headquartered in Escondido, California. Interfaith rebuilds lives and communities through comprehensive programs to enable families and individuals to move from dependence and dysfimction, to independence and successful living. C. How long has this agency been in operation? incorpora tion? Please include the date of Interfaith began in 1979 as a shared effort of several faith centers and was incorporated as a 501(c)(3) August 1982. Interfaith recently merged with North Coastal Service Center (NCSC), referenced as the Coastal Service Center in the proposal. NCSC operated as an independent incorporated nonprofit since 1996. D. How long has this agency been providing the proposed program/project? The Safety Net Program has been offering motel vouchering and rental assistance for five years to Carlsbad residents through the North Coastal Service Center. Interfaith Community Services, is a 20-plus year collaborative of faith communities and now numbers more than 400 active faith centers in North San Diego County. Interfaith has served low-income, homeless and chronic homeless individuals since it began operation in 1979 with case management, food, clothing, counseling and housing. 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 an optional Attachment B but not in lieu of a complete response.) Charles Trull, Director of Social Services - Hired July 2002. Oversees a substantial proportion of Interfaith's direct client services including all emergency client support, social services case management, and preventative seniors services. Supervises all of the Coastal Service Center operations. Mr. Trull has 12 years professional social service experience, six years managementhupervision. He is professionally licensed in three states and holds a masters in social work and is a PhD candidate, expected to earn this degree in 2004. (Word:\APPLICATION) Revised: 12/12/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 3 - Gabriela Espinosa, Bilingual Case Manager - Hired in 2003. Handles higher level of case management for clients and oversees rental assistance distribution. Holds a BA in psychology and has one year of case management with child protective services and two years of case management for transitional housing programs serving Spanish-speaking populations. Cheri Seymour, Administrative Assistant and Volunteer Coordinator - Hired in 2002. Coordinates volunteer activities, volunteer-delivered services, record keeping, and all-around administrative assistant. Education and years experience in office administration, people-skills. G. Please indicate your agency's level of experience with the CDBG/HOME program. CDBG/HOME Droaram: 0 I7 0 X No or little experience, up to 1 year of using CDBG/HOME funds. Some experience, 2 to 3 years of using CDBG/HOME funds. Moderate experience, 4 to 5 years of using CDBG/HOME funds. Considerable experience, more than 5 years of using CDBG/HOME funds. H. If you have received federal funds, including CDBG/HOME funds, in previous years, have program violation findings ever been made against your agency/organization? X No 0 Yes If yes, please explain nature of finding(s) and how finding(s) has been addressed by your organization. II. FINANCIAL CAPACITY/STABILITY A. Please submit the proposed budget for the program/project, itemizing revenues and expenses, to this application as Attachment C. Indicate how the requested CDBG/HOME funds would relate to the overall proposed budget. See Attached. B. Did you receive any of the following sources of funding from the City of Carlsbad within the last two years (2002-2003 and 2003-2004) for the proposed program/project? Sources of Fundinq CDBG Community Activities (General Fund monies) - No - Yes 0 X 0 0 If yes, please indicate amount and status of previously awarded funds (fully expended, funds remaining, program/project discontinued). Amount Received Status (carried over from 2000 and 2001) CDBG/HOME funds $9,600 Fully expended Community Activities (Word:\APPLICATION) Revised: 121 12/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 4 - B. Did you receive any federal funds, including CDBG/HOME funding from other cities, last year (July 2003 - June 2004)? No X Yes (Please list funds below.) Proaram Source Amount Received City of Oceanside $ 10,400 $ $ C. Will additional CDBG/HOME funds be required in future years for the project? 0 No X Yes 111. BENEFITS It 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.) x Our new location for the service center is 4 miles from the Carlsbad border and is accessible by public transportation. Our program also offers bus passes to assist with transportation. Additionally, our center is 1.5 miles from a main San Diego County health facility and within a mile of several shopping districts. 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 2003-2004 Income Limits for the CDBG/HOME Program) 75 25 % of clients are at 30 percent or below of the area median income % of clients are between 31 and 50 percent of the area median income % of clients are between 51 and 80 percent of the area median income % of clients are above 80 percent of the area median income C. Please describe how low and moderate income persons will benefit from the proposed program/project. Include the need or problem to be addressed in relation to Consolidated Plan housing and community development priorities, as well as the population to be served or the area to be benefited. (See Consolidated Plan Priorities) Interfaith's Coastal Service Center -income Carlsbad families are vulnerable to homelessness. According to the San Diego Workforce Partnership, about 26 percent of San Diego County jobs pay less than $1 1.58 per hour, making it challenging for some families to afford basic living expenses, much less save for emergencies. Each month, an estimated 60 Carlsbad residents seek emergency aid from ----.-d (Word:\APPLICATION) Revised: 12/12/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 5 - Within a continually growing population, a significant and growing proportion in Carlsbad are seniors with limited and static incomes. This group makes up about 16 percent. Another growing proportion is Hispanic estimated at 1 1.7 percent and fueled by continuing in-migration. In 1999,22.5% (4,061) of Carlsbad households living in owner-occupied housing paid over 35% of their gross income for that housing; 3 1.4% (3,224) of households living in renter-occupied housing paid over 35%. The affordable housing crisis has not improved within the San Diego region since the 2000 Census. Services at the new location of the Coastal Service Center will include emergency provision of food and household goods through a food pantry operation as well as the distribution of clothing. Emergency housing needs will be met through rental assistance and motel vouchers as well as referrals to local shelters. A bilingualhicultural case manager has been added to work with both English and Spanish-speaking populations. This case manager will oversee the distribution and eligibility for rental assistance. Volunteer intake workers will assess initial needs of clients and make referrals for community resources. Our case management approach emphasizes helping people stay in their own homes and neighborhoods whenever possible. The case manager also emphasizes the need for gainful employment in meaningful jobs that have potential for the client to succeed. Through our own employment services as well as partnerships with other service providers at the local Coastal Career Center, clients can receive vocational rehabilitation services. The Coastal Service Center addresses Carlsbad’s the adopted local objectives: (1) Affordable Housing - “provide shelter services to homeless and near homeless persons and families, which result in an improved situation” by stabilizing basic needs. (2) Social Services - Interfaith is a “non-profit public service provider who meets the basic needs of lower income Carlsbad residents,” providing food, emergency shelter, and clothing, as well as referral to additional services. D. Please indicate the number of clients, by households or individuals, benefiting from the proposed activity and the percentage that are Carlsbad residents. - 50 Households for rental assistance and 3,500 Persons with emergency aid of which - 25% are Carlsbad residents E. Does your agency focus its activities on populations with special needs? 0 No X Yes (Please specify) (Word:\APPLICATlON) Revised: 12/12/03 City of Carlsbad 2001 -2003 CDBGIHOME Funding Application Page 4 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 individual/fmilies, persons with disabilities, persons with substance abuse problems, veterans, and the elderly. 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. Not Applicable. Executive Director Signature Title Date Date Received: I Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: Eligibility Determination: (Word:\APPLICATION) Revised: 12/15/03 ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! I U .... U - CHARLES L. TROLL, MSSW, CMSW, ACSW 1839 Stonebrook Ln., Encinitas, CA 92024. ph: 760/942-5281. cell: 760-803-881 5 Objective To obtain employment in the San Diego area utilizing my skills and educ tion. Profess i onal Ex per ience 7 2002-present: 1 997-2002: I996 1991 -1 996 1979-1990 1976-1 978 _- Interfaith Community Services, Escondido, CA Thunderbird Samaritan Hospital, Phoenix, A2 Clinical Care Manager. MHIOP Therapist Turtle Creek Manor, Dallas, Tx Therapist for duaily diagnosed patients Program Coordinator for Developmentally Disabled Offenders Residential Program Salesman and sales manager for various sales and businesses Crowell Independent School District, Crowell, TX Special Education teacher Sociai Services Director I Volunteers of America, NT Inc., Arlington, TX I Education present Ph. D. program 1993 MSSW University of Texas. Arlington, TX 1976 BSE Midwestern State University. Wichita Falls, TX California Institute of Integral Studies. San Francisco, CA Prof esslonal Certification 2002 ACSW Other Experience Certified Field Instructor for Arizona State University VietNam Veteran with citations 35 years martial arts practitioner and teacher References Available upon request I Attachment C 2004-05 CDBG PROJECT BUDGET _- Organization: North County Interfaith Council dba Interfaith Community Services Project Name: Safety Net Services for Coastal Families Note: Indicate if funds are cash or in-kind contribution. Ill ITEM I CDBG I OTHER I SOURCE I TOTAL I I Budget I Funds I Funding I Of Other Funds L I I Prescriptions Gas Vouchers emergency housing, rental 29,120 Com bined Sources 29,120 I 14,227 Combined Sources 14,227 Combined Sources 2,400 Combined Sources 2,400 2,400 Combined Sources 2,400 9,000 Request from Oceanside 17,000 CDBG asst.) Bus Passes 450 Combined Sources 450 Food and Food Supply 1,600 Com bined Sources 1,600 Occupancy Expenses Combined Sources Rent 63,360 Com bined sources 63,360 Janitorial 1,200 Combined Sources 1,200 Other Operating Expenses Ofice ExpenseslSupplies 3,600 Combined Sources 3,600 Rental Equipment 2,520 Combined Sources 2,520 Telephone & paging 4,600 Combined Sources 4,600 Travel (mileage reimburse) 720 Combined Sources 720 Combined Support: Private foundations, corporate, family foundation grants, faith center donations & individuals. A majority of current operation costs are supported from private foundations, and renewal is pending based on performance in FY 2003-2004. In-kind support from volunteers (3790 vol. hours x $8 = $30,320) not included in dollar costs above. Budget Narrative Personnel: Bilingual Case Manager: The case manager works directly with families and individuals to ensure referrals are made to community resources and determines eligibility for rental assistance. Volunteer Coordinator/Admin: This coordinator communicates with local churches and organizations to recruit and train volunteers. Volunteers (in-kind match) conduct intake with clients for initial assessments of need and refer to the case manager. The volunteers are also essential for the food pantry operation. Benefits and Taxes: Computed at 24 percent of wages and includes health insurance coverage, workman’s compensation and unemployment taxes. Program Services: Prescriptions: This total amount will supply about $200 per month in emergency prescription services. Gas Vouchers: This total amount will supply about $200 per month for transportation support for individuals with their own vehicles to receive supportive services. Housing Assistance (temp, emergency housing, rental asst.): This amount supplies rental assistance and other emergency housing needs. The maximum amount dispersed is $400 per family. Bus Passes: This provides transportationassistance for residents to receive supportive services. Food and Supply: This provides vouchers for staple items that supplement donated food items in the food pantry. 7 Occupancy Expenses: Rent: Rent for the facility to operate the program. Interfaith is acquiring a larger facility to expand services and capability to serve clients. Monthly rent expenses are $5,280. Janitorial: Routine janitorial costs estimated at $100 per month. Other Expenses: Office Expenses/Supplies: Routine office supplies to operate program including photocopy costs, etc. Rental Equipment: Rental of office equipment including copy machine. Travel: Routine local travel in association with staff meetings, community meetings. Telephone and paging: Routine expenses associated with communication. _- - North County Solutions for Change 2004-2005 Carlsbad CDBG/HOME Application Page 1 CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM I FUNDING PROPOSAL APPLICATION 2004-2005 The following information must be completed by each person/agency/organization interested in being considered for CDBG/HOME funding. All information requested must be provided or the application will be considered incomplete and will not be further evaluated for funding consideration. Please type or print clearly. Attach additional sheets or information as necessary. The application must not exceed a total of fifteen (15) pages, including the required attachments as listed in the Checklist of Required Documents. Ten copies of the completed application package, including attachments, must be submitted prior to December 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B, Carlsbad, CA 92008. AMlNlSTRATlNG AGENCY Name of Agency: North County Solutions for Chanae Address: - 890 E. Vista Way. Vista CA 92084 Federal Tax ID Number: -7 PROPOSED PROGRAM/PROJECT Title of Program/Project: Solutions Family Center Location of Program/Project: 722 W. California Street Contact Person: Chris Meaison Telephone No: 1760) 941 -6545 Requested Funding Amount: $1 0,000 Brief Description of the ProgramProject (Describe the work to be preformed, including the activities to be undertaken or the services to be provided, the goals and objectives of the progradproject, etc.): This request is for operating and supportive service related costs at the new Solutions Family Center project, a 120-bed 33 unit regional transitional housing program being constructed in Vista at 722 West California Avenue. The project is currently in construction with an estimated completion of August 2004. The program will offer affordable transitional housing with comprehensive supportive services intended to assist homeless families with children of Carlsbad and North County recover from losing their housing. The work to be preformed will be to provide housing with comprehensive economic and supportive services in a regional 120 bed transitional housing program that will serve about 32 homeless families with their 70 children at any one time. ,- - North County Solutions for Change 2004-2005 Carlsbad CDBG/HOME Application Page 2 The safety and immediate basic needs of homeless children, such as safe and clean housing with adequate meals and clean clothes will be the SFC’s first priority. Subsequent to those stabilization needs, SFC support staff will then respond quickly to the long-term housing, employment, and support service needs of families entering the facility. North County Solutions for Change uses a housing and economic recovery model that has proven to work exceptionally well within this transitional housing service enhanced environment. Families pay 30% of their income for rent, save an additional 30% for their future housing costs and are actively involved in their recovery from homelessness through an emphasis of fill-time employment. Case Management A case manager works with the children and families at the Center. The case plan process begins with intake and includes the collection of racial. ethnic. income and gender information. It also involves and initial assessment of the families’ strengths and weaknesses. The needs of the children take top priority as a comprehensive individualized strategy is developed for each family, and focuses on each family’s unique needs and goals. The main area of concern is the identification of decent, safe, and affordable housing to assist families and their children in exiting the Center at the end of the program. Families are also assisted with employment development, health, and education needs. The case manager counsels and refers families to appropriate services as needed. I The New Solutions Family Center (SFC) came into being as a result of five years of planning and coordinating through six North County cities and the County of San Diego. The program was consistently rated as a top priority within the numerous Consolidated Plans, including the City of Carlsbad’s. This program is the permanent component of a long-range regional stratesy to develop a 32 unit permanent transitional housing complex for homeless families, which is now currently in construction following a successful fundraising campaign which raised over six million dollars. The New Solutions Family Center is scheduled to open in August 2004. Carlsbad CDBG finding of this project in 2004 is critically important to help it get a solid foothold within its first year of operations. North County Solutions for Change gets referrals from the Community Resource Center, Interfaith Community Services, Brother Benno’s and works extensively with many other social service agencies and churches to provide solutions towards ending homelessness for families. NCSC has worked hard on developing goodwill within the community that has resulted in broad community participation and collaboration. We have formed a collaborative with over 40 businesses and civic organizations. The 19 Kiwanis Clubs from around North County adapted us as their service project of the year, which has resulted in over $50,000, donated to our agency in cash and in-kind goods. Solutions for Change is actively and deeply involved in our faith community. In 2003, more churches than ever before have jumped in to help us. Now, 57 faith communities (7 in Carlsbad) assist at the shelter in a variety of ways. The identified annual performance goals for the first year of operations starting August 2004 are: The overall goal of the Droiect: Provide 185 children in 60 families with 31,500 bednights in a supportive residential living environment while their parents participate in extensive recovery activities aimed at ending their homelessness within 12 months. - North County Solutions for Change 2004-2005 Carlsbad CDBG/HOME Application Page 3 The overall goal of the project as it relates to Carlsbad residents only: Provide 29 children in ten families with 4,700 bednights in a supportive residential living environment while their parents participate in extensive recovery activities aimed at ending their homelessness within 12 months. 0 0 Objective #1: 85% of the parents will enroll their children in childcare or school in the first four weeks of residency. Objective #2: 55% will complete an intensive 80-hour economic retraining program within three months and secure full-time employment earning a minimum $8.00 per hour. Objective #3: 65% percent of the families will complete the program and transition into various different types of affordable housing situations within twelve months. 1. ORGANIZATIONAL AB1 LITY/CAPACITY A. This agency is: -X-Non-profit B. What is the purpose/mission of the agency? Mission Statement: To provide homeless children and their families with a healthy and safe place to live, while transitioning them into permanent housing, sustainable employment, and independent living. C. How long has this agency been in operations? Please include the date of Incorporation. - Now in its fifth year of providing housing and services to homeless families with children in the North San Diego county region, Solutions for Change (SFC) has met head on, and overcome the challenges inherent to a new non-profit organization. The “capacity building” challenges of funding, staffing and program development have been steadily built up, thanks in large part to partners like the City of Carlsbad, while at the same time continuing to be on the front lines of ending homelessness for hundreds of children and their parents. Incorporated in 1999 at the urging of local civic and community leaders to help deal with the rising tide of families impacted by an unrelenting affordable housing crisis, Solutions for Change is now a recognized regional leader in homeless housing and services. Solutions for Change has created community based solutions on a region-wide level while reaching and touching the lives of hundreds of marginalized families who have slid through the economic cracks. D. How long has this agency been providing the proposed program/project? On August 8,2000, SFC was granted a Special Use permit to open an “interim” 50-bed regional family shelter at 890 East Vista Way in the city of Vista. Carlsbad and other local government CDBG operating grants have funded this transitional housing shelter for the past three years. This application requests that Carlsbad CDBG remain with the SFC, as they move from their interim location to their permanent newly constructed transitional housing facility. When f~shed in August of 2004, it will help 2 ?4 times more children and families within a 32 unit, 120 bed supportive housing complex. Solutions for Change has now effectively administered over $1,740,000 worth of program grants and public contracts since its inception, representing over 35 different funding sources including - - North County Solutions for Change 2004-2005 Carlsbad CDBG/HOME Application Page 4 funds from eight different local governments. Now, over 80 corporate or foundation fbnding sources, including dozens of faith centers and over 2200 documented private contributors have supported the Solutions for Change -- evidence that its capacity is strong enough to earn the confidence of even the strictest monitored grant giving programs. This same confidence has spread throughout the North San Diego county area, as a community alarmed by record numbers of homeless families with children witnessed North County Solutions for Change organize a five city wide emergency housing effort that has since resulted in over 800 children in 241 families getting immediate shelter, food and the care they needed. After the pressing emergency needs were met, North County Solutions for Change continued to push forward to open a family shelter to fill a four-year development gap while a permanent transitional housing family shelter would be built. Major progress has been made since our last application to the Carlsbad CDBG. In January 2001, SFC selected the nonprofit housing developer, Community Housingworks and initiated a Limited Partnership that would build a permanent regional transitional housing program. A few months later, the partnership won $2,040,000 from the State of California Housing and Community Development MHP to the help build the program. Called the Solutions Family Center, the project will add 32 units and 120 beds of desperately needed housing for homeless families with children. This project is believed to be a one-of-its-kind program in the State of California, seeing that now seven jurisdictions (Vista, Encinitas, Carlsbad, Oceanside, Escondido, San Marcos, and the County of San Diego) have all contributed significant funds. So far, over six million dollars has been committed from these local partners, the federal government and the State of California and hundreds of individuals. .- E. Please submit an organizational chart for the agency as Attachment A. Submitted as Attachment A. F. Please describe the agency’s existing staff positions directly responsible for proposed program/project. the North County Solutions for Change will employ twenty-one paid and seventy-six volunteer positions during the next fiscal year January -December 2004. It extensively utilizes its Community Action Resource Pool, which is comprised of hundreds of volunteers from 38 faith centers, 20 businesses and five schools. The Community Action Resource Pool has been in existence now for several years to serve the homeless served at the SFC. The Solutions Family Center - the targeted program, for which Carlsbad CDBG funds are sought, currently utilizes nine weekly positions during its year round, 24-hour operations. When the new SFC is open in August 2004, seven additional positions will be hired to assist in the larger facility. All these human resources combined and including the major programs that North County Solutions for Change operates equals 223 years of collective experience in working with homeless clients. ”- North County Solutions for Change has a personnel policy manual with an affirmative action plan and grievance procedure. - North County Solutions for Change 2004-2005 Carls bad C D BG/H OME Application Page 5 The Executive Director, Mr. Chris Megison, will administer the program. Chris will contribute 10% of his time to oversight and management. The Program Director will provide 50% of her time to working with the staff and volunteers on policy and procedural training and implementation. A full time Program Supervisor will be responsible for day-to-day operations. Three full time Case managers will work directly with the clients. Approximately 45 volunteers will provide 110 hours of in-kind labor each week to the SFC. G. progra rn . Please indicate your agency’s level of experience with the CDBG? Home o Moderate experience, four years of using CDBG/Home Funds. Management has eleven years experience administering CDBG funds. H. years have program violation findings ever been made against your age ncy/o rg a n izat io n? N 0 If you have received federal funds, including CDBG/HOME funds, in previous II. FINANCIAL CAPACITY ,- A. Please submit the proposed budget for the prograrn/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 year for the proposed program/project? YES Sources of Funding CDBG Community Activities (General Fund monies) Carlsbad 2001 12002 CDBG funds: 5,000 - fully expended Carlsbad 2001/2002 HOME funds: 75,000 - In construction Carlsbad 200212003 HOME funds: 75,000 - In construction B.a. Did you receive any federal funds, including CDBG/HOME funding from other cities last year (July 2002-June 2003)? YES (Please list funds below) Program source Amount Received HUD SHP funds $499,000 - State HCD EHAP funding 65,000 Escondido HOME 351,000 Vista CDBG 30,000 County CDBG 29,870 - North County Solutions for Change 2004-2005 Carlsbad CDBG/HOME Application Page 6 C. Will additional CDBG/HOME funds be required in future years for the project? 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.) Solutions for Change, located in Vista has developed a collaborative working relationship with many North County agencies to whom Carlsbad residents first contact for help regarding their homeless status. When potential clients visit those facilities, the agency immediately contacts Solutions for Change and informs us that there is a family in need of our services. The new Solutions Family Center is located within 34 of a mile walking distance from the Vista Transit Center and is on a bus-line itself. Bus tokens will be given to a Carlsbad family in order for the family to attend initial interviews and to return to Carlsbad following the interview. In limited situations, Solutions for Change will dispatch its van to pick up a homeless family that was been interviewed and accepted into the program. Solutions for Change also has a direct outreach program that reaches out to families in need right in the Carlsbad community. Should the family be engaged on one of these outreach activities, the family could be transported to the facility. - B. What is the approximate percentage of your clients that have annual family incomes in each of the following range: =of clients are at 30 percent or below of the area median income 20% of clients are between 3 1 and 50 percent of the area median income 0% of clients are between 5 1 and 60 percent of the area median income 0% of clients are above 80 percent of the area median income C. Please describe how low and moderate income persons will benefit from the proposed program/projects. Include the need or problem to be addressed in relation to the Consolidated Pian 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 crisis in San Diego County. Vacancy rates are still below 4% in Carlsbad and affordable housing availability is nil, with a typical 6- 18 month waiting lists. Carlsbad CDBG funding of the New Solutions Family Center (SFC) will help meet the national objective by providing a benefit to Carlsbad’s lowest-income households: those families with children at 30% of the AMI and below who have lost their homes. Additionally, this project meets numerous high priority local objectives within Carlsbad’s Consolidated Funding Plan Strategy. Those are: - > Provides affordable housing, shelter and comprehensive support services to homeless families with children in Carlsbad, which will result in an improved situation through employment, permanent housing, treatment of mental or substance abuse problems. I North County Solutions for Change 2004-2005 Carlsbad CDBG/HOME Application Page 7 The population served will be extremelv low-income families with children in need of transitional shelterhousing in Carlsbad and the North San Diego County area. Already, the Interim Solutions Family Center (opened three years ago to fill a four year development gap) has hebed 56 homeless children representing 23 Carlsbad families. The new SFC will be 2.5 times larger and will therefore assist significantly more Carlsbad families. Clients of the Solutions Family Center are eligible if they are part of a family unit and they are without a regular fixed nighttime address. A family unit is defined as the legal custodial parent their minor dependent children. All of the persons served will be at 30% of the AMI or below. Single mothers head 85% of those served at the SFC currently. D. Please indicate the number of clients, by household or individuals, benefiting from the proposed activity and the percentage that are Carlsbad residents. Households or 39 Persons (29 of whom are children) of which 15% are Carlsbad residents. E. Does your agency focus its activities on populations with special needs? YES: Homeless childredfamilies, people with disabilities and with substance abuse problems. - 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. I, the undersigned, do hereby attest that the above information is true and correct to the best of my knowledge. President/Executive Director North County Solutions for Change Signature Date Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: Eligibility Determination: - NORTH COUNTY SOLUTIONS FOR CHANGE ORGANIZATIONAL CHART Sdutions for Change Organizational Chart -- Develcpment - Part 5 2004-05 CDBG PROJECT BUDGET Organization: North Countv Solutions for Chanae Project Name: Solutions Familv Center ITEM Personnel: Wages/Salary Taxes/Benefits Facilities: Rent Utilities Rehab Furn Equip ODerations: Accou n ti ng/Pa yrol I AddFundraising Auto Expense Cash Reserve Dues & Subs - Equipment LeaselRental Insurance Mtg/training/works hops Motel Vouchers Office Expense Professional Fees RepariedMaintenance Supplies Telephone & Communications TOTALS CDBG OTHER $7,500 $320,800 $1,275 $48,487 46,200 $49,762 $1 9,500 $1 7,025 $1 5,000 $1,200 $20,000 $1,800 $6,100 $10,510 $1 3,000 $1,200 $1 6,800 $38,000 $6,000 $1,375 $4,725 $10,803 TOTAL $328,300 $49,762 $46,200 $49,762 $1 9,500 $1 7,025 $1 5,000 $1,200 $20,000 $1,800 $6,100 $10,510 $1 3,000 $1,200 $1 6,800 $38,000 $6,000 $6,100 $10,803 $10,000 $647,062 $657,062 Fundinp Sources: County of S.D. Children’s & Families Commission -First 5 jCityofOceanside 1 City of Vista City of Encinitas City of San Marcos Fundraising Activities Microenterprise Activities FIA Fund Faith In Action Corporations foundation support Program Rent LLE-- Year( s) 2000,200 1, 2002,2003 2000,2001, 2002,2003 2002,2003 2000,2001 , 2002,2003 2000,2001, 2002,2003 2002,2003 2002,2003 2000,200 1, 2002,2003 2002,2003 2000,200 1, 2002,2003 2000,200 1, 2002,2003 2000, 2001, 2002,2003 Amount $52,000 ~ $29,087 $170,000 15,000 45,000 5,000 5,000 85,000 125,000 48,600 37,375 30,000 ~ 647,062 Status These are funds 6om our Board of Directors and friends of Solutions for Change. Average yearly is shown. Awarded October 2003 Committed for 2004 This source has awarded us $50,000 for two years. The Department is working closely with us to assist with this increased amount. Awarded 2002/2003 CDBG. Requested $5,000 for 2004/2005 Awarded 2002/2003 CDBG. Requested $45,000 for 2004/2005 Awarded 2002 for capital of $100,000, Requested $5,000 for 2004/2005 CDBG Awarded 2002 for capital of $75,000. Requested $5,000 for 2004/2005 This reflects a proven four-year track record from four annual fundraisers performed. The amount shown based on a new social purpose micro- enterprise with the North County Times Newspaper. Pledgedhistory from 18 different faith centers. approx. 2700 per month. Based on (average) actual funding received from various foundations such as Country Friends, San Diego Foundation, McCormick Receipts from rent collected from residents of the SFC. Available @ $3000 per month Available @ CITY OF CARLSBAD FUNDING PROPOSAL APPLICATION COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM ' The following information must be completed by each person/agency/orgunization 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 required Attachments A through C as listed in the Checklist of Required Documenfs. Ten copies of the completed application package, including attachments, must be submitted prior to December 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B, Carlsbad, CA 92008. ADMINISTRATING AGENCY * Name of Agency: Women's Resource Center Address: 1963 Apple Street, Oceanside, CA 92054 Federal Tax ID Number: 95-2932237 PROPOSED PROGRAM/PROJECT Title of Program/Project: Alternative to Abuse Battered Women's Sh'elter - Location of Program/Project: confidential Contact Person: Marva' Bledsoe Telephone No.: 1 760 1 757-3500 Requested Funding Amount: $ 12 ~ - 01) 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 program/project, etc.): Women's Resource Center's long-established purpose is to address the needs of persons experiencing family violence in order to impact the incidence and effect of such violence. Since its inception, the 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-nine year history of providing comprehensive and focused assistance to victims in order to enable them to break free of abusive situations and create healthy, productive lives. Domestic violence has no single cause or simple solution. The needs of victims, abusers and their children are many and varied. Women's Resource Center addresses all these needs with well- established programs which have proven their effectiveness: a shelter for battered women and their children; crisis intervention services; a program for emergency motel placement when the shelter is full; information and referral; counseling for victims and abusers; a full service drop-in center; a court-approved Family Violence Intervention Program for abusers; a program especially designed for the children in violent families; and, a 24-hour crisis hotline. Of course, the best of all strategies for dealing with family violence is to prevent it from occurring in the first place and Women's Resource Center has a comprehensive public education component. I_ continued next page Descrsption of ProgadProject (Describe the work to be perfomedjncludinc the activities to be Continued: undertarken or the services to be provided, the gods and objectives of the progradproject, etc.): . .. .. - .. 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 C for a detailed budget for the agency 2003-04 Fiscal Year. Women's Resource Center uses monies such as those from the City of Carlsbad Community Development Block Grant (CDBG) funds to serve as "matching funds" for other sources of funding including grants through the County of San Diego, the State of California Department of Health and the City of Oceanside. This enables the Center to leverage these funds for maximum benefit. For fiscal year 2004-2005, it is anticipated that City of Carlsbad Community Development Block Grant (CDBG) will be leveraged at a rate of approximately 25 to 1. For Women's Resource Center's line item shelter project budget, please see Attachment C. This budget provides for safe shelter, food, supportive services, counseling, case management and 24-hour staffing for security and program service delivery. Based on Women's Resource Center's project shelter occupancy, (400 persons), the total shelter budget cost is approximately $39.27 per day per client served with the cost to the City of Carlsbad being $ 1.49 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 for over twenty-nine years. The Center's management systems and service delivery abilities have repeatedly demonstrated Women's Resource Center's capacity to successfully implement programs to impact the incidence of domestic violence in our area. 1 -A City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 2 > - I 1. ' ORGANIZATIONAL ABILITY/CAPACITY A. B. C. D. E. F. G, This agency is: 11p Non-profit 0 For-profit 0 Local public agency 0 State public agency 0 Other (Please specify.) What is the purpose/mission of the agency? Women's Resource Center is dedicated to serving the needs of individuals and families threatened or victimized by domestic violence and sexual assault through supportive services, counseling, shelter and education. How long has this agency been in operation? Plsase inciude the date of Incorporation? Women's Resource Center has been in operation since 1974 and was incorporated in May 1975. How long has this agency been providing the proposed program/project? Women's Resource Center's shelter, Alternatives to Abuse, opened in May of 1980. Please submit an organizational chart for the agency as Attachment A. ' Please describe the agency's existing staff positions directly responsible for the proposed program/project and their qualifications and experience in implementing such a program/project. (Resumes may also be submitted as an optional 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, Mama Bledsoe, serves as chief executive officer for the agency and administers all funding and program activities. continued next page Please indicate your agency's level of experience with the CDBG/HOME program. CDBG/HOME tx-oaram: 0 0 0 P No or little experience, up to 1 year of using CDBGIHOME funds. Some experience, 2 to 3 years of using CDBG/HOME funds. Moderate experience, 4 to 5 years of using CDBG/HOME funds. Considerable experience, more than 5 years of using CDBG/HOME funds. ,- (Word: \ APPLICATION) Rev&&: 11/6/a3 Please describe the agency s exist 5 staff posLfiMs directly r-ble for the proposed pro- Continued: in md therquhfiallallfication and experience in mpkmmt~o-&project .. t ** .. Ms. Bledsoe has been associated with Women's Resource Center for twenty-four years, assuming the role of Executive Director in 1980. Women's Resource Center has a total staff of 32 full and part-time persons for all program areas. Of this number, seven provide full or part-time staffing to the Alternatives for Abuse shelter program. Karen Norkowski, the project administrator for Alternatives to Abuse, has been with the Center for one year. Prior to joining the Center staff, she managed a residential facility for troubled youth. Ms. Norkowski is responsible for the day-to-day operation of the program and is supervised directly by Ms. Bledsoe. Women's Resource Center's Director of Business Services, Laura Kimsey, is responsible for financial procedures and reporting. Ms. Kimsey has extensive fiscal management and financial oversight experience in the private sector and has been with the Center three years. 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 part-time case-worker who provide case management services and a part-time counselor who is responsible for the therapeutic treatment elements of the program. The house managers vary in length of employment at Women's Resource Center from two to twenty-one years with two of the house managers having been with the agency over twenty 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 is bi-lingual and has been associated with Women's Resource Center for one year. The counselor at Alternatives is master degree level, a registered Marriage, Child Therapist (MFT) intern and has been with the Center for five 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 176---and 37 of these wonderful volunteers live in the City of Carlsbad! 2A City of Carlsbad 2001 -2003 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? El No Yes If yes, please explain nature of finding(@ and how finding($ has been addressed by your organization. 11. FINANCIAL CAPACITY/STABI LI TY A. Please submit the proposed budget for the program/project, itemisjng 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 Cily of Cartsbad within the last two years (2001-2002 and 2002-2003) 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). Amount Received Status CDBG/HOME funds 2001-02 $8,950 fully expended 2QO2-03 $5,01)0 fully expended Community Activities B. Did you receive any federal funds, including CDBG/HOME funding from other cities, last year (July 2002 - June 2003)? I3 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? 0 No I3 Yes (Word:\APPUCAfl.oN) Revised: 11/6/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application I , Page4 - ,111. BENEFITS & BENEFICIARIES A. B. C I D. E. I I 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. 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 2003-2004 Income Limits for the CDBG/HOME Program) 3 FI % of clients are at 30 percent or below of the area median income 4 I % of clients are between 31 and 50 percent of the area median income I 2 % 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 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 devetopment priorities, as well as the population to be served or the area to be benefited. (See Consolidated Plan Priorities) The problem of family violence in our Nation is frightening. By providing a safe haven, Women's Resource Center's shelter benefits those victims who are in danger and need secure temporary housing. Low income families in particular do not have the financial resources to seek refuge from their violent households in motels or similar lodging arrangements. They need the availability of shelter facilities to provide them with safe haven. continued next page Please indicate the number of clients, by households or individuals, benefiting from the proposed activity and the percentage that are Carlsbud residents. [shelter residents) 4 QQ Households or - Persons of which 6% are Carlsbad residents Does your agency focus Its activities on populations with special needs? No Yes (Please specify) 'lease specify which special needs populations. (Homeless individuals/families, 'ersons with disabitities, Persons with substance abuse problems, Veterans, farm Norkers & day laborers, Elderly, Children, etc.) The population served by Women's Resource Center is families threatened or victimized by domestic violence. Shelter services focus on women and children who are victims in need of safe, emergency housing. (word: \APPUCA17ON) RevM: ll/6/03 Continued: Please describe lmxknud moderate income persons will benefit hm the proposed pro~rdprojectx lude the need or prob lem to be addressed in relatian to Consolidated P-d canamun ity d.l t 'orities, as well as the pop lation to be served or the a rea to be benefited. - Program experience since the shelter's inception in 1980, indicates that an average of 80% of the shelter residents are low and/or moderately low income persons as described by the County of San Diego. These income guidelines are well within the 2003-2004 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; and, 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 d hree of the local Community Development Objectives. Specifically, 1) affordable €30 e 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) - - 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 !Children and - * 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 1 ,- City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 5 LV. IMPLEMENTATION OF ACTIVITY A. Please submit a schedule for implementation of the proposed construction, rehabilitation, property acquisition, other construction related or new public/community service program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME funds awarded within the program year. I, the undersigned, do hereby attest that the above information is true and correct to the best of my knowledge. Executive Director 'Wd3 Title Date &ae Signature Date Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: Eligibility Determination: (Wod:\APPUCAM)N) Revised: 11/6/03 ATTACHMENTS NOT INCLUDED A. Organizational Chart B. C. D. Implementation Schedule for Construction NOT APPLICABLE E. Acquisition of Property or Construction Related Projects NOT APPLICABLE Resumes of identified key personnel -OPTIONAL Proposed budget, itemizing revenues and expenses Attachment A _. V P d Attachment B ATTACHMENT B Optional -- Not included. Attachment C . - ATTACHMENT C ITEM CDBG PROJECT BUDGET Organization: Women's Resource Center _- Project Title: Alternatives to Abuse Battered Wanen's Shelter CDBG OTHER SOURCE TOTAL, Funds Funding Of Other Funds Budget PERSONNEL: -Salaries: * House Managers (4) I I I 1 10,000 69,751 S.D. County / State D.H.S. 79,75 1 * Dir. Residential Services A I 18,054 I S.D. County I 18,054 * Counselor I I 15,692 I Private Funding I 15,692 * Shelter Supervisor 42,063 State D.H.S. 42,063 * Dir. Business Services 11,000 State D.H.S. 1 1,000 I I 20,000 I S.D.County * Executive Director A -Fringe @, 20% of salaries * I 2,000 39,480 I S.D. County / State D.H.S. I 4 1,480 I I I 20,000 -Volunteers @, 1000 hours 10,000 I In-kind * 10,000 OFFICE SUPPLIES I I 1,800 I S.D. CountyPrivate Funding I 1,800 I I UTILITIE S/TELEPHONE 12,000 State D.H.S./Private Funding 12,000 REPAIRSMAINTENANCE WORKER'S COMP INS. I I 25,068 I State D.H.S./Private Funding I 25,068 6,000 State D.H.S.Private Funding 6,000 I I I ~ ~~~ I MILEAGE I I 1,800 I State D.H.S. 1,800 SHELTER ALARM 900 Private Funding 900 FOOD/ CLIENT SUPPLIES 12,000 S.D.County/ Private Funding 12,000 MEDIC ATIONMDICAL TOTALS I 12,000 1 322,200 I 334,200 3,000 Private Funding 3,000 I I I I * State D.H.S.= State of California Department of Health Services FICA, DI, SUI and Medical A Total reflects only amount of salary charged to this project. - S.D. County = Marriage License Funds AUDIT I I 3,000 I State D.H.S. 3,000 MISCELLANEOUS I 1,200 I Private Funding I 1,200 City of Carlsbad 2004-2005 CDBGIHOME Funding Application Page 1 CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM 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 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 required Attachments A through C as listed in the Checklist of Required Documents. Ten copies of the completed application package, including attachments, must be submitted prior to December 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B, Carlsbad, CA 92008. ADMINISTRATING AGENCY Name of Agency: YMCA of San Diego County, dba YMCA Oz North Coast Address: 215 Barnes Street, Oceanside, CA 92054 Federal Tax ID Number: PROPOSED PROGRAMIPROJECT Title of Program/Projec t : 95-20391 98 I YMCA Oz North Coast Runaway & Homeless Youth Shelter Proiect Location of Program/Project: 21 5 Barnes Street, Oceanside, CA 92054 Contact Person: Kim Moraan, Director Telephone No.: 760 1 721-8930 Requested Funding Amount: $ 5,000 Brief Description of Program/Project (Describe the work to be performed, including the activities to be undertaken or the services to be provided, the goals and objectives of the program/project, etc.): 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: 14-60 days of shelter, food (three meals and two snacks daily), clothing, transportation, recreational activities, on-site schooling five days a week; individual, group and family counseling to the youth and their family members during and after residency (eight weeks of aftercare), as well as community and street outreach services. 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 often lead to in-depth question-and-answer dialogues. -I (Word:\APPLICATION) Revised: 12/4/03 City of Carlsbad 2004-2005 CDBG/HOME Funding Application Page 2 Goals: The first goal of the project is to prevent runaway and throwaway behavior among low to moderate income Carlsbad youth (12-17) and their families. The second goal is to impact at-risk behaviors among low to moderate income youth (1 2-17) through comprehensive shelter and prevention services. These goals will be accomplished through the following services: 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 30 family members, including eight weeks of multifamily group therapy. 4) Six health education sessions per month to 175 low to moderate income youth residing at YMCA Oz North Coast. 80% of youth completing the 14 day residential program will not engage in runaway behavior or further runaway episodes, as measured at three and six month intervals. 80% of families participating in the aftercare services will not engage in throwaway behaviors resulting in the youth being rendered “homeless”. 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 measures. 90% of youth receiving reproductive health information will increase their knowledge on reproductive health issues and pregnancy prevention. ORGANIZATIONAL ABILITY/CAPACITY A. This agency is: El Non-profit 0 For-profit Local public agency 0 State public agency Other (Please specify.) 9. What is the purpose/mission of the agency? To provide temporary shelter and intervention services to youth and their families in times of crisis. The goal is to reunite and strengthen families through counseling and residential milieu treatment. C. How long has this agency been in operation? incorporation? Please include the date of YMCA of San Diego County - date founded 1888, date of incorporation 1959 YMCA Oz North Coast - date of operation 1975 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 for 28 years. The agency was located at 121 2 Oak Avenue in Carlsbad from 1975-1 993 and has operated out of its present location at 215 Barnes Street in Oceanside since 1993. (Word:\APPLICATION) Revised: 12/4/03 City of Carlsbad 2004-2005 CDBG/HOME Funding Application Page 3 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 an optional 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 Residential Site Manager, who has seven years of adolescent residential treatment experience. Residential staff includes: daytime residential supervisors (7:30 AM - 3:30 PM and 3:OO - 11:OO PM); a support residential supervisor (1 :30 - 9:30 PM); and an awake overnight residential supervisor (1 1:OO 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. 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 12 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 23 years of social service experience. G. Please indicate your agency’s level of experience with the CDBG/HOME program. CDBG/HOME Droaram: 0 0 0 la No or little experience, up to 1 year of using CDBG/HOME funds. Some experience, 2 to 3 years of using CDBG/HOME funds. Moderate experience, 4 to 5 years of using CDBG/HOME funds. Considerable experience, more than 5 years of using CDBG/HOME funds. H. If you have received federal funds, including CDBG/HOME funds, in previous years, have program violation findings ever been made against your agency/organization? 0 No El Yes If yes, please explain nature of finding(s) and how finding(s) has been addressed by your organization. [ Word:\APPLICATION) Revised: 12/4/03 City of Carlsbad 2004-2005 CDBG/HOME Funding Application Page 4 The following program violations were corrected: - 1997 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. CFR Title 24, 84.48-85.40 Procurement Policy standards out of compliance - The YMCA Procurement Policy was revised to ensure compliance with federal regulations. 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 (2002-2003 and 2003-2004) for the proposed program/project? Sources of Funding CDBG Community Activities (General Fund monies) If yes, please indicate amount and status of previously awarded funds (fully expended, funds remaining, program/project discontinued). Amount Received Status CDBG/HOME funds $5,000 Funds remaining Community Activities NIA 8. Did you receive any federal funds, including CDBG/HOME funding from other cities, last year (July 2003 - June 2004)? 0 No El Yes (Please list funds below.) Proaram Source Amount Received "SA-Family & Youth Services Bureau $96,471 Oceanside CDBG $10,600 Encinitas CDBG $ 6,000 C. Will additional CDBG/HOME funds be required in future years for the project? 0 No a Yes (Word:\APPLIC ATION) Revised: 12/4/03 City of Carlsbad 2004-2005 CDBG/HOME Funding Application Page 5 111. 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.) 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. 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 2003-2004 Income Limits for the CDBG/HOME Program) 36 21 18 25 % of clients are at 30 percent or below of the area median income % of clients are between 31 and 50 percent of the area median income % of clients are between 51 and 80 percent of the area median income % of clients are above 80 percent of the area median income C. Please describe how low and moderate income persons will benefit from the proposed program/project. Include the need or problem to be addressed in relation to Consolidated Plan housing and community development priorities, as well as the population to be served or the area to be benefited. (See Consolidated Plan Priorities) Current estimates of the homeless youth population in San Diego are at 15,000 runaway and homeless youth per year, with 1,500-2,000 of these youth on the street at any one time. 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, October 2003). In the northern region of the county (where Oz North Coast is located), there is an estimated 300 chronically homeless youth, including youth living in over 100 farm worker and day laborer “encampments”. In Carlsbad, 118 juvenile runaway reports were filed in 2002 (Carlsbad Police Department). 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: 2001). 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 Journal of Public Health, February 2000). 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 the North County area, which (Word:\APPLICATION) Revised: J2/4/03 City of Carlsbad 2004-2005 CDBG/HOME Funding Application Page 6 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 518 Persons of which 8% are Carlsbad residents E. Does your agency focus its activities on populations with special needs? 0 No 0 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. - Director of YMCA Oz Shelter Services 12l4IO3 Title Date Date Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: Eligibility Determination: - (Word:\APPLICATION) Revised: 12/4/03 111 I I I II III I I 111 111 I I I II Ill I I 111 Ill I I 111 II I It Ill ID1 I I I It 111 I I 111 111 I1 111 I I 111 111 I I I I 111 II I Attachment A I I I Ill EDUCATION: 1987-89 KIM S. MORGAN, J.D., M.F.T. 10639 Dabney Drive #69, San Diego, CA 92126 License # MFC 29166 California State Group Home Administrator #5538953730 (858) 549-1361 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 DoctodAdmitted to California Bar 1983 1974-79 CALIFORNIA POLYTHECHNIC STATE UNIVERSITY SAN LUIS OBISPO, CA Bachelor of ArtslSecondary Teaching Credential EXPERIENCE: 7/96 to Present DIRECTOR OF YMCA OZ SHELTER SERVICES 02 NORTH COASTlOZ SAN DIEGO Responsible for the programlfiscal administration of twolo-bed residential with a combined budget of $1.2 million. Duties include procurement and administration of federal, state and county contracts, including CDBG funding. Responsible for an annual fund-raising event, as well as grant writing, soliciting donations from public and private sources and county-wide collaborations with police, probation, social service organizations and local governments. Supervise a staff of 30. YMCA 02 NORTH COAST, OCEANSIDE, CA Responsible for the program/fiscal administration of a twelve bed residential facility serving San Diego County. Duties included procurement and administration of federal, state and county contracts, including CDBG funding from the cities of Oceanside, Vista, Encinitas and Carlsbad. Responsible for an annual fund-raising event, as well as grant writing, soliciting donations from public and private sources and county-wide collaborations with police, probation, social service organizations and local governments. 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. 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. KIDS OFF DRUGS, ALVARADO PARKWAY INSTITUTE, SAN DIEGO, CA Responsible for co-managing an eight week outpatient program for chemically abusing adolescents. Duties included direct service, case management, community outreach and marketing. 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. 5/94 to 7/96 DIRECTOR /c 5/92 to 5/94 CLINICAL DIRECTOR 2/91 to 5/92 CASEMANAGEWCOUNSELOR 9/89 to 12/90 PROGRAM COORDINATOR 3/89 to 8/90 COUNSELOWCASE MANAGER 3/88 to 3/89 CLlNfCAL INTERN YMCA 02 SAN DIEGO, SAN DIEGO, CA Individual, group and family counseling with adolescents and their families in a two week residential setting. DEPUTY DISTRICT ATTORNEY SAN DIEGO, CA Responsible for prosecution of misdemeanor and felony criminal complaints. Duties included litigation, case management and sentencing recommendations. ,- - 12/87 Attachment B /c EDUCATION: 1985-1 989 Porterville CHARLES L. DELONG 29960 Rancho California Road #95 Temecula, CA 92591 (909) 676-7439 iigh School, Porterville, California General Studies 1994-1 996 EXPERIENCE: 9/03 to RESIDENTIAL SITE MANAGER Present Miramar College, San Diego, California AA in Psychology YMCA OZ SHELTER SERVICES, OCEANSIDE, CA Coordination and development of services in a residential shelter for youth ages 12-17. Hiring, training and supervision of residential staff. Outreachlcommunity relations, volunteer coordination, maintenance of state food and lunch program and facility maintenance. Coordination and follow-up of TANF-FC placements. HEALTHY WAY TO LIFE, SAN DIEGO, CA Implemented training routines to meet individuals’ personal goals. 11/02 to 9/03 PERSONAL TRAINER 10/01 to 11/02 RESIDENTIAL COUNSELOR (CASE MANAGER) 1 8/99 to 9/01 8/98 to 8/99 6/97 to 8/98 2/96 to 6/97 -. 3/94 to 2/96 PHOENIX HOUSE, SAN DIEGO, CA Managed a caseload of 8 clients, including probation documentation and scheduling of all court, probation and medical appointments. Facilitated groups and implemented programmatic structure within the facility. OWNEWMANAGER CJ’s SPORTSCARDS, SAN DIEGO, CA Developed player relations and negotiated exclusive contracts with players. Operated and managed store. EAST COUNTY REGIONAL MANAGER YMCA PRYDE, SAN DIEGO, CA Implemented curriculum for after-school program. Hiring, training and supervision of staff I Managed, structured and developed program. PROGRAM COORDINATOR YMCA OZ SAN DIEGO, SAN DIEGO, CA Coordination and development of services in a residential shelter for youth ages 12-17. Hiring, training and supervision of residential staff. Outreach/community relations, volunteer coordination, maintenance of state food and lunch program and facility maintenance. Coordination and follow-up of AFDC-FC placements. RESIDENTIAL SUPERVISOR YMCA 02 SAN DIEGO, SAN DIEGO, CA Supervision of youth ages 12-1 7. Interactions included assertiveness training, social skills, independent living skills, self-esteem building, hotline counseling, group facilitation, and interviewing and assessment of clients and their families in a residential program. Worked full-time, relief and overnight shifts, CLINICAL ASSISTANT AND ACTIVITIES DIRECTOR RANCHO LABRI, DULZURA, CA Direct and supervisory service to adults in a residential drug rehabilitation facility. Responsible for coordinating clinical and recreational activities on weekends. Attachment B ,^ ,- BUDGET City of Carlsbad CDBG Funding Application Organization: YMCA of San Dieno Countv Fiscal Year 2004-2005 Project Title: YMCA Oz North Coast Runaway & Homeless Youth Shelter Proiect ITEM 1. A. 1. 2. 3. 4. 5. 6. 7. B. II. A. B. C. D. E. F. Personnel Salaries F/T Residential Supervisor $1,724/mo. F/T Residential Supervisor $1,684/mo. F/T Residential Supervisor $1,603/mo. P/T Residential Supervisor $1,283/mo. FIT Counselor $2,773/mo. F/T Counselor $2,60O/mo. Residential Site Manager $3,083/mo. Fringe Benefits 24% of salaries Non-Personnel Supplies Other Supplies (paper products, toiletries) Transportation Auto Insurance for agency vehicle Telephone Liability insurance ConferenceslTrainings Attend conferencesltrainings to facilitate interventions with at-risk youth Care of Bu i Id i ngslG rou nds Pest control, maintenance of grounds, repairs to building TOTAL CITY FUNDING 375 375 375 375 635 635 750 844 108 36 108 120 60 204 5,000 OTHER FUNDS AMOUNT 20,308 19,827 18,865 15,017 32,645 30,565 36,250 41,635 2,892 2,004 4,392 6,522 1,765 5,424 SOURCE CAPIFYSB CAPIFYSB CAPIFYSB CAPJFYSB CAPIFYSB CAPJFYSB CAPIFYSB CAPIFYS B CAPJFYSB CAPIFYSB C A PI FYS B CAPIFYSB CAPIFYSB CAPIFYSB PROJECT TOTAL 20,683 20,202 19,240 15,392 33,280 31,200 37,000 42,479 3,000 2,040 4,500 6.642 1.825 5,628 Attachment C . CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM 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 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 required Attachments A through C as listed in the Checklist of Required Documents. Ten copies of the completed application package, including attachments, must be submitted prior to December 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B, Carlsbad, CA 92008. ADMINISTRATING AGENCY NameofAgency: Eovs & Girls Clubs of Carlsbad Address: 31 15RnnsPVPl t. SI-. Federal Tax ID Number: - 1501 PROPOSED PROGRAM/PROJECT Title of Program/Project: Teen Scene Location of Program/Project: Teen Center Villacre Branch Contact Person: Ron Si~iora TelephoneNo.: f 760 1 729-0207 Requested Funding Amount: $ 20,000 Brief Description of Program/Project (Describe the work to be performed, including the activities to be undertaken or the services to be provided, the goals and objectives of the program/project, etc.): The Teen Scene Program continues to serve Carlsbad community youth 13-1 8 with a variety of educational, recreational, and vocational activities. Over the past year more than 240 teens were served annually, with anywhere from 40 teens participating on a regular basis and up to 80 teens participating during days on which league sports are being played. The Teen program operates M-F from 4:00-9:00pm. In addition our Building Positive Futures Mentoring program provides a one on one match with an adult mentor for 15 teen members. Some of the key elements of the Teen Scene Program are our Bright Ideas Keystone Club, which is our leadership club of 10-12 active members who participate in weekly meetings, fundraising events, and community service projects, and OUT Teen Basketball League which has grown from two seasons and six teams (50) participants to three seasons with 10 teams and 100 participants. Additionally we have added a state of the art Technology Center with 15 computer workstations. Teens have access to the Internet and Boys & Girls Clubs of Americas Career Launch program where teens can log on and interact through the computer with career advisors and other professionals who can offer career advice. In addition a computer leadership club called “T3” has been added, these teens have been involved with assisting people at the senior center and have gained national recognition with their involvement with the club. 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, a technology center and other social, and life skill programs that assist our teens to be well rouxled individuals. Staff includes a full-time Unit Director to oversee operations, a full-time Athletic Director for league play, two part time teen workers, and a part time mentoring coordinator. The teen program has flourished over the past few years with the cities help and we hope to continue this trend into 2003-4. With your hclp we can prepare these kids IO becomc ciiriw. plo~ill~~l\ c clll/cns 010111 \OClL’t!, City of Carlsbad 2001 -2003 CDBG/HOME Funding Application - Page 2 1. ORGANIZATIONAL ABILITY/CAPACIN A. This agency is: 8 Non-profit 0 For-profit 0 Local public agency 0 State public agency 0 Other (Please specify.) What is the purpose/mission of the agency? 8. The Boys & Girls Clubs of Carlsbad mission is to provide activities and experiences that enrich the lives of the youth in our community, especially those that come from disadvantaged circumstances. C. How long has this agency been in operation? incorporation? Please include the date of 52 years. The Boys & Girls Club was incorporated in 1952. D. How long has this agency been providing the proposed program/project? Since 1992 E. Please submit an organizational chart for the agency as Attachment A. F. Please describe the agency's existing staff positions directly responsible for the proposed . program/project and their qualifications and experience in implementing such a program/project. (Resumes may also be submitted as an optional Attachment B but not in lieu of a complete response.) Andre Walker- is our Unit Director responsible for clubhouse operations. Andre has IO+ years of experience working with a variety of youth and youth programs ranging from athletics to working with children with disabilities. Andre has been with the Club for four years with increased levels of responsibility each year. Ernesto Sanchez- is currently our Teen Coordinator. Ernesto has been with the club for over a year now and is working 30 hours a week directly with our teens. Javier Covarrubias- is our Athletic Director and is responsible for coordinating our Teen basketball leagues that now serve over 100 teens throughout the year. Javy has been with the club for nearly three year now. G. Please indicate your agency's level of experience with the CDBG/HOME program. CDBG/HOME moaram: 0 0 0 9 No or little experience, up to 1 year of using CDBG/HOME funds. Some experience, 2 to 3 years of using CDBG/HOME funds. Moderate experience, 4 to 5 years of using CDBG/HOME funds. Considerable experience, more than 5 years of using CDBG/HOME funds. City of Carlsbad 2001 -2003 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? If yes, please explain nature of finding(s) and how finding@) has been addressed by your organization. 11. FIN ANCl AL CAPACITY/STABI LlTY 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 (2001-2002 and 2002-2003) for the proposed prog ram/project? Sources of Funding CDBG Community Activities (General Fund monies) - No 0 - Yes cn _. 0 0 If yes, please indicate amount and status of previously awarded funds (fully expended, funds remaining, program/project discontinued). Amount Received Status CDBG/HOME funds 7,350 patrially expended Community Activities B. Did you receive any federal funds, including CDBG/HOME funding from other cities, last year (July 2002 - June 2003)? w 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? O No B Yes (Word \AP;', lCi,'~ '~, Revised 11/6/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application - Page 4 Ill. BENEFITS 81 BENEFICIARIES A. How accessible or convenient is the proposed program/project to Carlsbad residents? (Please be specific such as direct services to client‘s home, transportation provided to and from facility, or relation to public transportation.) The Teen Scene program is offered at 3 115 Roosevelt St at our village Branch facility in Bamo District of Carlsbad. The services are highly accessible to the target audience and easily 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. 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 2003-2004 Income Limits for the CDBG/HOME Program) 3 8 % of clients are at 30 percent or below of the area median income 7 5 % of clients are between 31 and 50 percent of the area median income 19 % of clients are between 51 and 80 percent of the area median income 1 A % 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 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 teen’s 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 assistance, counseling, or to just be a friend. Our program fills that void for the teens. 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 2 7 7 Persons of which 94% are Carlsbad residents E. Does your agency focus its activities on populations with special needs? 0 No 4 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.) All of our participants are youth ages 13-18, and not only from low to moderate-income homes but we now have 5 teens who are also struggling with a disability. These Teens are also involved in our Kids in Unison program for youth with disabilities. This special program assimilates them into our daily program helping them achieve a “nomlcy” that they otherwise to not encounter. City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 5 - IV. IMPLEMENTATION OF ACTIVITY A. Please submit a schedule for implementation of the proposed construction, rehabilitation, property acquisition, other construction related or new public/community service program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME funds awarded within the program year. I, the undersigned, do hereby attest that the above information is truAand correct to the best of my knowledge. Date Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: Eligibility Determination: - (VJord \ /+ i '! I CAT1 Lit 4, &vised 11/6/03 Boys & Girls Clubs of Carlsbad “Teen Scene” Program Budget July 1,2003 through June 30,2004 Administration Car Allowance I EXPENDITURES I 7,108 360 1 PAYROLL & BENEFITS I Program Coordinators Part-time & Seasonal 28,600 12,588 Payroll Tax & Expense Workers’ ComDensation 4,409 907 TOTAL PAYROLL & BENEFITS I OPERATING EXPENSES I I 53,972 I Accounting Advertising Bank Charges Board Expenses Conferences 500 150 150 100 1,200 Depreciation Other Dues & Subscriptions Eauipment Lease 3,600 50 275 Miscellaneous Expense I 125 I Insurance 1,550 Office Supplies Outside Services 500 225 Postage Printing Staff Training 325 175 300 Program Supplies Total Operating Expenses TOTAL EXPENDITURES 2,000 1 1,225 65,197 i December 10,2003 Mr. Frank Boensch Senior Management Analyst Housing and Redevelopment City of Carlsbad 2965 Roosevelt Street, Suite B Carlsbad, Ca 92008 Dear Mr. Boensch: Please be advised that during the regularly scheduled December meeting of the Board of Directors authorization was provided for submittal of a $20,000 CDBG funding proposal for our Teen Scene program. Should you have any questions or need any additional information please don't hesitate to call me at 760 729-0207. Sincerely, Ron Sipiora Chief Professional Officer Boys & Girls Clubs of Carlsbad The mission of the Boys & Girls Clubs of Carlsbad is to provide activities and experiences that enrich the lives of young people in our community. BOYS & GIRLS CLUBS OF CARLSBAD Adrninlstratlve Office Post Office Box 913 Carlsbad, CA 92018 (760) 729-0207 FAX (760) 729-2279 v 7805 Centella Street Carlsbad, CA 92009 (760) 944-921 1 FAX (760) 944-0150 Yillaae 6ran& 31 15 Roosevelt Street Carisbad, CA 92008 (760) 729-0956 FAX (760) 729-2279 Board Of Directors Patrick Casinelli, President Kenneth Ames Liz Carnes Dawn Hall Cauthen Scott Chelberg Gasper A. Chifici, PE Frank E. Cowell Ill Gary S. Cunneen Colby Geller Rich Goldman Scott Grugel Jeb 6. Hall, Esq. David Kulchin" Jason Labrum, CFM William D. Long Richard Macgum" Kay Matherly" Luke Matteson Alyssa Mercier Brian Milch Betty Moore Jim Morrison. Eleanor Murrell" Greg Nelson' Bailey Noble" Peter Parizeau Rick Reeder Jessica Rodier Gordon Schmidt, CPI Emie Soczka Steve Tague Dennis Wood,PE Kristine Zortman Past President' Executive Officers" Corporate Partners Aegis Electronic Group, Inc. The Corky McMillin Companied Brookfield Homes Retirement Solutions, Inc. Chief Professional Officer Ronald Sipiora December 10,2003 Mr. Frank Boensch Senior Management Analyst Housing and Redevelopment City of Carlsbad 2965 Roosevelt Street, Suite B Carlsbad, Ca 92008 Dear Mr. Boensch: Please be advised that on December 3,2003, the Board of Directors of the Boys and Girls Clubs of Carlsbad authorized me to negotiate any relevant documents and contractually obligate the Boys & Girls Clubs of Carlsbad regarding CDBG fimding proposals with the City of Carlsbad. Should you have any questions or need any additional information please don't hesitate to call me at 760 729-0207. Sincerely, ,7 (3 - 7-.' 1' - -- /2 L- I L Ron Sipiora Chief Professional Officer Boys & Girls Clubs of Carlsbad The mission of the Boys & Girls Clubs of Carlsbad is to provide activities and experiences that enrich the lives of young people in our community. BOYS & GIRLS CLUBS OF CARLSBAD Administrative Office Post Office Box 913 Carlsbad, CA 92018 (760) 729-0207 www.baccarl&dmg - 7805 Centella Street Carlsbad, CA 92009 FAX (760) 729-2279 (760) 944-921 1 FAX (760) 944-01 50 yw&Emm 31 15 Roosevelt Street Carlsbad, CA 92008 (760) 729-0956 FAX (760) 729-2279 Board Of Directors Patrick Casinelii, President Kenneth Arnes Liz Carnes Dawn Hail Cauthen Scott Chelberg Gasper A. Chifici, PE Frank E. Cowell 111 Gary S. Cunneen Colby Geller Rich Goldman Scott Grugel Jeb B. Hall, Esq. David Kulchin" Jason Labrum, CFM William D. Long Richard Macgum" Kay Matherly*' Luke Matteson Alyssa Mercier Brian Milich Betty Moore Jim Morrison' Eleanor Murrell" Greg Nelson' Bailey Noble" Peter Parizeau Rick Reeder Jessica Rodier Gordon Schmidt. CPI Ernie Soczka Steve Tague Dennis Wood,PE Kristine Zortman Past President. Executive Officers" Corporate Partners Aegis Electronic Group, Inc. The Corky McMiilin Companied Brookfield Homes Retirement Solutions, Inc. Chief Professional Officer Ronald Sipiora ?' CITY OF CARLSBAD FUNDING PROPOSAL APPLICATION COMMUNITY DEVELOPMENT BLOCK GUNTIHOME PROGRAM ~~ 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 wlll 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 required Attachments A through C as listed In the Checklist of Required Documents. Ten copies of the completed application package, including attachments, must be submitted prior to December 15th to Frank Boensch, -Housing and Redevelopment Department, 2965 Roosevelt Street, Suite 6, Carlsbad. CA 92008. ~&bakcOawu # '4Y GLuCewe 3z.z Lodt B .+ 43 ADMINISTRATING AGENCY , Name of Agency: Address: Federal lax ID Number: 4 57-!/17$4 27 I PROPOSED PROGRAM/PROJECT - Mle of Program/Project: J Location of ProgramProject: Requested Funding Amount: $ 75: 0 oa Brief Description of Program/Project (Describe the work to be performed, including the activlties to be undertaken or the services to be provided, the goals and objectives of the program/project, etc.): (a) To implement programs and projects that facilitate development that will increase equal opportunity to market, interim, affordable housing in blighted and distressed communities. To establish private and public collaborative efforts to develop business and residential community property that generates revenue for cities and the state enabling a portion of the fhds that can be directly filtered back into the local communities through Carlsbad Community Enhancement Foundation programs and other established non-profits organizations. This will include working effectively with city, state, federal agencies and personnel and private partnerships in utilizing existing housing standards, increase business and housing opportunities, community outreach, and advocating for the enhancement of the economic, visual, social and cultural value within the community. (b) To acquire, construct, provide, and maintain rental and /or for sale property or properties for charitable purposes and to meet the housing and business needs of distressed and blighted communities. All property of the corporation is irrevocably dedicated to charitable uses, provided, however, that this corporation shall possess and have the power to convey property in fhtherance of the charitable purpose. City of Corlsbad 2001 -2003 CDBG/HOME Funding Application Page 2 1. ORGANIZATIONAL ABILITY/CAPACITY c 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? C. How long has this agency been in operation? Please Include the date of incorporation? D. How long has this agency been providing the proposed program/project? 97-6 pflifc&b ce7-zC-E E. F. Please submit an organizational chart for the agency as Attachment A 5dMa $4- Please describe the agency's existing staff positions directly responsible for the proposed program/project and their qualifications and experience in implementing such a program/project. (Resumes may also be submitted as an optional Attachment B but not in lieu of a complete response.) G. Please indicate your agency's level of experience with the CDBG/HOME program. CDBG/HOME Droaram: 0 0 No or little experience, up to 1 year of using CDBGIHOME funds. Some experience, 2 to 3 years of using CDBG/HOME funds. Moderate experience, 4 to 5 years of using CDBG/HOME funds. Considerable experience, more than 5 years of using CDBG/HOME funds. ? ,- .- .. I I City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 3 H. If you have received federal funds, including CDBG/HOME funds, in previous years, have program violation findings ever been made against your agency/organization? If yes, please explain nature of finding(s) and how finding@) has been addressed by your organization. It. FINANCIAL CAPACITY/STABILIPI A. Please submit the proposed budget for the program/project, itemizing revenues and expenses, to this application as Attachment C. Indicate how the requested CDBG/HOME funds would relate to the overall proposed budget. B. Did you receive any of the following sources of funding from the City of Carlsbad within the last two years (2001-2002 and 2002-2003) for the proposed program/project? Sources of Fundinq CDBG Community Activities (General Fund monies) - No - Yes '$I 0 If yes, please indicate amount and status of previously awarded funds (fully expended, funds remaining, program/project discontinued). Amount Received Status CDBG/HOME funds Community Activities B. Did you receive any federal funds, including CDBG/HOME funding from other cities, last year (July 2002 - June 2003)? 6 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'? No Yes __ --. (Word: \APPUCAllON) ReW: 11/6/03 ..L City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 4 111. 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.) 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 2003-2004 Income Limits for the CDBG/HOME Program) td 0 % of clients are at 30 percent or below of the area median income 20 % of clients are between 31 and 50 percent of the area median Income ZU % 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 prograrn/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) D. Please indicate the number of clients, by households or individuals, benefiting from the proposed activity and the percentage that are Carlsbad residents. /od Households or Persons of which&% are Carlsbad residents E. Does your agency focus its activities on populations with special needs? CI No 8 Yes (Please specify) Please specify which special needs populations. (Homeless indlviduals/families, Persons with disabilities, Persons with substance abuse problems, Veterans, Farm workers & daq laborers, Elderly, Children, etc.) r City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 5 -_ - > IV. IMPLEMENTATION OF ACTIVITY A. Please submit a schedule for implementation of the proposed construction, rehabilitation, properly 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. Date Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: rc Eligibility Determination: 3 _- I 9 -- (Word:\APWCATIoN) Revised: 11/6/03 CARLSBAD COMMUNITY EB"CEMENT FOUNDATION 3222 ROSEVELT STREET 'B' CARTSBAD, CA. 92008 (760) 730-9129 City of Carlsbad 2965 Roosevelt Street, Suite B Carlsbad, California 92008 Re: CDBG/HOME Funding Application To Whom It May Concern: This letter is intended to supplement the Community Development Block Grant/Home Program Funding Proposal Application submitted by Carlsbad Community Enhancement Foundation (hereinafter "CCEF"). The following responses coincide with the specific question or information sought. I. ORGANIZATIONAL ABILITY/CAPACITY B. PurposeMission of Agency: The specific purpose of this corporation is to provide assistance, development and redevelopment in distressed and blighted geographical areas to improve and develop housing and businesdeconomic opportunities including, without limitation, the following: - J (a) To implement programs and projects that facilitate development that will increase equal opportunity to market, interim, affordable housing in blighted and distressed communities. To establish private and public collaborative efforts to develop business and residential community property that generates revenue for cities and the state enabling a portion of the fhds that can be directly filtered back into the local communities through Carlsbad Community Enhancement Foundation programs and other established non-profits organizations. This will include working effectively with city, state, federal agencies and personnel and private partnerships in utilizing existing housing standards, increase business and housing opportunities, community outreach, and advocating for the enhancement of the economic, visual, social and cultural value within the community. (b) To acquire, construct, provide, and maintain rental and /or for sale property or properties for charitable purposes and to meet the housing and business needs of distressed and blighted communities. All property of the corporation is irrevocably dedicated to charitable uses, provided, however, that this corporation shall possess and have the power to convey property in fbtherance of the charitable purpose. c c/ab/cdbgfundsltr. 12-1 5-03 Page 1 of4 J ... - (c) In hrtherance of its purpose, the corporation is empowered to: a) To purchase, lease, hold, own, enjoy, or otherwise dispose of any, all and every kind of real or personal property. b) To borrow money, issue promissory notes and obligation, and to secure its obligations. c) To appoint such agents and officers as its needs require, which may be either persons or corporations, and such persons as are necessary in the conduct of its business. d) To carry on any and all operations necessary or required in connection with the transaction of any of its charitable operations, and to do all other acts necessary or expedient for the management and operation of the affairs and attainment of the purposes of the corporation. (d) The foregoing statement of purpose shall be construed as a statement of both purposes and powers, and the purposes and powers stated in each clause shall in no way be limited or restricted by any reference or inference from the terms and provisions of any other clause, which are regarded as independent purposes and powers. B. How long has the agency been in operation? Originally, the work of the agency began under Anderson Professional Services. This company provided income tax and mortgage assistance to low income and Hispanic persons within the City of Carlsbad. Anderson Professional Services has been in operation for approximately eighteen months. CCEF will continue this work as a nonprofit organization. CCEF filed its Articles of Corporation with the Secretary of State in December, 2003, but has not yet received the conformed copy. The Articles were signed on December 4,2003. 3 F. Please describe agenv ’s existing stafspositions ... CCEF will employ SOCOKO Rodriguez-Anderson to facilitate the programs for the Hispanic community who reside in the “barrio” community within the City of Carlsbad, within San Diego County, California. These migrant Hispanic workers are unable to obtain adequate representation for either tax or mortgage services. As Ms. Anderson is Hispanic, speaks the language and is a Tax Preparer, she will assist those in the community with preparing necessary tax and mortgage documents that these residents would not otherwise be able to obtain. Specifically, SOCOKO Rodriguez-Anderson has been performing the tax and mortgage services for members of the Hispanic community in the Carlsbad area. As a Ministry Leader/ Organizer she works with the poorest families and elderly in Carlsbad. Many are having difficulty paying their rent and/or feeding their children. Most of these families speak minimal English and have no understanding or where to access information about United States Tax Laws, Health Care or Housing Programs. C/ab/~dbgfimdsltr. 12-15-03 Page 2 of 4 ? E. -- As a License IRS/State Tax Preparer she works with these families so they can comply with our Tax Laws. As a Mortgage Lender she conducts Housing Seminars so the families can have a better understanding of Programs available to assist with home buying. She conducts Tennant/Landlord Work Shops for those families unable to buy and are renting, workshops so they understand their Rights and Responsibilities. Working with other non-profit Health Clinics in the area for information to filter back to our families without Healthcare Insurance. II. FINANCIAL CAPACITY/STABILITY A. Propsed Budget for the progrmdproject, Attachment A. Attachment A is the Profit and Loss Statement for Anderson Professional Services, Inc. Also Attached is the proposed budget for CCEF which was submitted to the IRS along with the Application for Recognition of Exemption, form 1023. As discussed above, Anderson Professional Services has been in operation for approximately eighteen months. As CCEF is over taking the operations of Anderson Professional Services, CCEF expects its income and expenses to incorporate those of Anderson Professional Services. CCEF expects hrther income and expenses as it will grow and develop into its intended business plan. III. BENEFITS & BENEFICIARIES A. residents? How accessible or convenient is the proposed program@roject to Carlsbad - Currently, the ofices of CCEF are located at 3222 Roosevelt Street, Suite B, in the City of Carlsbad. The ofices are located within the Barrio area of Carlsbad and is accessible to the low income and Hispanic population of Carlsbad in which CCEF aims to benefit. J C. progrdproject. Describe how low and moderate income persons will benefit >om the proposed CCEF will provide low and moderate-income persons with various services. The corporation will provide tax services, mortgage lending and service information as an initial program for the corporation. From this program, CCEF will develop other opportunities and programs to assist low and moderate-income households. It is the intention of CCEF to enter a business venture with various developers who are building housing communities in the City of Carlsbad. CCEF will provide mortgage brokerage services for the low and moderate income persons to obtain favorable loans for the housing that is set aside by the builders as being for low or moderate income households. Specifically, CCEF will provide a benefit to those persons who qualify as low or moderate income by providing them assistance with purchasing their own home. The intention is to provide affordable housing and to create more affordable housing for the low and moderate income persons. Another program of CCEF is to assist residents in the barrio community to bring their homes up to “code” si as to not have any violations. Ud~db&~~d~Itr. 12-15-03 c_ Page 3 of 4 J -- > low income of programs available E. Please specifi which special needs populations. CCEF will focus its activities on the very low, low and moderate-income households in general, however will specifically focus on assisting migrant workers in Carlsbad, Hispanics, and the elderly. IV. IMPLEMENTATION OF ACTMTY. A. Schedule of Implementation: In lieu of a separate Attachment D for the schedule of implementation, this information is provided. CCEF is a newly developed corporation and as such, not all plans have been finalized. CCEF will be holding a strategy meeting on January 17.2004 to discuss the plan of action for our programs and projects. It is the intention of CCEF to join with the developer John Simon who will be working on the Village by the Sea project within the City of Carlsbad. The goal is to have CCEF act as the loan brokerage company for the eleven low-income units within the project. Upon the close of escrow for each unit, CCEF will receive funds and will use these funds to provide the same or similar services for other projects and developments. 7 Clawcdbgfundsltr. 12-1 5-03 IF- ) :_ --. Page 4 of 4 8:26AM a 12/16/03 Cash Basis ,- Anderson Professional Sewices, Inc Profit & Loss October 2002 through October 2003 Ordinary IncomelExpense Accounting Services Total Accounting Services Consulting Reimbursed Expenses Tax Services Individual Taxes Total Tax Services Income Bookkeeping Total Income Expense Advertizing Automobile Expense Computer Software Dues and Subscriptions Hacienda Insurance Bonding Liability Insurance Total Insurance Licenses and Permits Miscellaneous office Supplies Postage and OeIiiery Practice Development Printing and Reproduction Professional Development Rent Telephone Cell Phone Internet Senrice Telephone - Other Total Telephone Utilities Gas and Electric Utilities -Other Total Utili < Total Expense Net Ordinary Income Net Income Od '02 - Oct 03 8,344.03 8,344.03 6,690.00 1,801.86 1,230.00 1,230.00 18.065.89 896.02 2,707.68 938.74 121.00 670.59 50.00 201.60 251.60 83.38 0.00 169.01 228.45 185.00 198.37 150.00 4.51 2.50 558.99 189.93 2.283.49 3,032.41 257.38 33.50 290.88 14,435.63 3.630.26 3,630.26 _.- Page 1 88/23/2801 22: 40 13585692997 .. ... .. _- ~ . .. L *- Executive Diaector & Program Manager, Socorro Anderson Accountant, Richard Sexson Attorney, Sue Loftin Development Director, Position Atrclilable Fbial. Director, Position Available Project Manager, Position Avaitablc Offkc Assistant, Position Available - 08/24/2001 -,2,2: 40 8585092997 c - Ct-RlSTINE PETHUJ Socom~son Fla: 730 1897Phhoame: 730-9129 3222 Rocwevelt Street, carlhtd CA 92008 Julie Baku-, 4213 Sunnyhill Drivt, C!dsb;rd CA 92008 Fax: 73b1897, Phe: 7309129 Qfia Eaoobedo Phone: 434-2191 3292 FUosevdt Strsst, Caxiebad, CA 92Wl Chuck Nmkey Fax: 7216016 Phone7214955 3 172 IBmugbm Court, Oceanside, CA 92056 Julianne Nygaard Fax: 729-0798 Phone: 7296754 CMstineP!eaOu Fax 431-8638Ph01~ 415-3411 1769 Skimmer Caurt, Cdsbad, CA 92009 Enc ~flasw fhcmc: 535-9274 3515 Sitio Bay4 Carlhd CA 92009 P&GE 81 CARLSBAD COMMUNITY ENHANCEMENT FOUNDATION Proposed Project Budget 2004 ITEM Amount requested In-Kind Amount from Total Budget from CDBG Donations other Funders PersonnellSalaries 75,000.00 75,000.00 and YO time on project Executive Director 100% Director of Development 12,600.00 3.800.00 Total, personnel 16,400.00 PROGRAM EXPENSES Program Development Proiect DeveloDment 20,000.00 20,000.00 Fundraising expense 800.00 Legal 2,700.00 Insurance 2,300.00 Rent 5,700.00 Telephone/Fax/lnternet 2,800.00 Utilities 800.00 Office supplies 1,500.00 Mailing/postage/delivery 1,000.00 Printing/duplicating 2,200.00 Local travel(l000 milesx36c) 360.00 Subtota1,program expense 60,160.00 TOTAL EXPENSE (Program + Personnel) 76,560.00 CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRAN/HOME PROGRAM FUNDING PROPOSAL APPLICATION ADMINISTRATING AGENCY Name of Agency: FROM THE INSIDE OUT, INC. Address: 1725 South Clementine Street Oceanside, CA 92054 Federal Tax ID Number: 33-0710254 PROPOSED PROGRAM/PRO JECT Title of Program/Project: 1) PROJECT CHOICE/CONVICTS REACHING OUT TO PEOPLE 2) PROJECT CHOICE/FOR GIRLS ONLY Location of ProgramProject: 1) DONOVAN STATE PRISON, SAN DIEGO 2) FAMILY FOUNDATION PROGRAM, SAN DIEGO Contact Person: Priscilla G. Alvarez, Executive Director Phone: (760) 754-0580 Requested Funding Amount: $15,000.00 Program/Project Brief Description: Corrections, R. J. Donovan Correctional Facility, and Family Foundations Program, sponsor the only ongoing prison visitation and juvenile crime preventiodintervention programs in San Diego. Project Choice/Convicts Reaching Out to People (PC/CROP) and Project Choice/For Girls Only (PC/FGO). are day-long programs facilitated by inmates who have improved their behavior since entering prison. The inmates receive no clemency or merit for their role in these projects. PC/CROP and PC/FGO members (incarcerated men and women) share their personal testimonies that illustrate to the youth and parents how tragic, wasteful, and empty life behind bars really is. These are not “scared straight” programs; inmates speak to kids in a respectful manner. Youth who participate in our programs leave the prison with renewed insight and understanding that choices made today will enhance or diminish their chances for success in the future. With PCKROP and PC/FGO, our goal is to keep Carlsbad youths out of prison, and reduce the rates for truancy, substance abuse, crime, and teen pregnancy. National and Local Obiectives: FTIO will serve 200 unduplicated Carlsbad youths (and their families) of extremely low to moderate-income households. Details follow: 1. Select 175 at-risk Carlsbad youth (ages 10 and up and their families) and arrange 5 2. FTIO will pilot PC/FGO by selecting 25 girls (ages 10 and up and families) and 3. FTIO will randomly survey 100 former clients to determine re-offense rates for From The Inside Out, Inc. (FTIO), in partnership with California Department of trips to Donovan Prison for PC/CROP. arranging 5 visits to a Family Foundations Program (female prison). truancy, substance abuse, crime, and determine rates for teen pregnancy. -. City of Carlsbnd 2004-2005 CDBC/HOME Funding Application Page I. ORGANIZATIONAL ABILITY/CAPACITY A. This agency (FTIO) is non-profit. B. FTIO’s Mission Statement: We provide programs for youth, supported by family and community, challenging them to assess their direction in life, motivating them to develop the personal integrity needed to become positive role models and productive members of society. It is our goal to keep kids safe, educated, and out of prison. C. FTIO incorporated in May of 1996 as a non-profit organization and has operated for 13 years. D. FTIO has served San Diego communities by helping Donovan State Prison provide PC/CROP for the past 13 years. We have served over 13,000 San Diego youth. With PC/CROP as a model, we are prepared to pilot PC/FGO in August 2004. E. Organizational Chart (See Attachment A). F. FTIO staff positions, qualifications/experience, responsibilities. (See also Attachment B): 1. Executive Director (paid staff), Priscilla Alvarez: mother of six, entrepreneur, 20 years retail/sales experience, 10 years experience as an educator, Certified Ropes Course Instructor, has attended many juvenile crime prevention seminars, is responsible for replication of programs in CA State Prisons, has 30 years experience of office management (staff hiringkraining), some college courses, is an active community volunteer and parenuyouth advocate. The executive director is responsible for overall program development, office and fiscal management, staff hiringkraining (paid and volunteer), fundraising, and communications with prison staff and collaborative agencies. Sociological Practice, CSUSM. Focuses on institutional studies and research in post-secondary education. B.A. Social Science, CSUSM. Concentration: Sociology, Psychology, Education Research. The research coordinator is responsible for data research, survey forms, and overall program evaluation. 3. Consultants (volunteer), Cynthia Diaz: computer consulting 2. Research Coordinator (volunteer), Shelli Douglass: M.A. candidate in Ben Wiggins: business consulting Lee Guerrero: certified public accountant 4. Grant Writer (contract service), Sean Miculka: B.A. in English from Texas State University, and in the summer works as a National Park Ranger specializing in educational programs. The grant writer is responsible for Request-For-Proposal research, demographics research, and writing. G. FTIO has moderate experience (4 to 5 years) using CDBG/HOME hds. H. NO program violation findings have ever been made against FTIO. City of Carlsbad 2004-2005 CDBG/HOME Funding Application Page 11. FINANCIAL CAPACITY/STABILITY A. FTIO’s Proposed Project Budget (See Attachment C). FTIO operates with a modest budget of $1 11,000.00. We serve over 1400 at- risk youth (and their families) per year, which amounts to about $80.00 per youth. FTIO has very little overhead as the Executive Director performs most operations. $1 3,000.00 of the requested grant would be applied to staff salaries, and fees associated with grant writing and the preparation of year-end financial reports. $2,000.00 of the requested grant would be applied to Operating Expenses. B. Yes, FTIO did receive CDBG funding from the City of Carlsbad within the last two years (2001 -2002 and 2002-2003) for the proposed prograndproject. CDBG fbnds $5,000 fully expended Amount Received Status B. Yes, FTIO did receive CDBG fbnding from other cities last year (July 2002 - June 2003). Program Source Amount Received City of Oceanside CDBG $7,500 C. Yes, additional CDBG/HOME funds will be required in future years for the project. 111. BENEFITS AND BENEFICIARIES A. Accessibility of the proposed projects to Carlsbad residents: 1. Local schools provide buses for students participating in PC/CROP. 2. FTIO helps to coordinate carpooling for participants without personal vehicles. 3. Members of FTIO’s Board of Directors also offer rides to any participant in need. B. 24 % of clients are at 30 percent or below of the area median income. 48% of clients are between 3 1 and 50 percent of the area median income. 20% of clients are between 5 1 and 80 percent of the area median income. 8% of clients are above 80 percent of the area median income. C. Children in poverty who have been exposed to violence and who experience difficulties in school, at work, and in relationships are at higher risk of becoming criminals than other children. According to the California Board of Corrections, the state’s at-risk population (ages 12-17) is projected to increase by one-third between 2000 and 2010. The Board of Corrections has also stated that the lack of educational programs aimed at prevention is one of the most significant gaps in juvenile services at the local level. The high rates of physical, emotional, and sexual abuse among adolescent girls, and the depression and low self-esteem that accompany this abuse put them at a high risk for teen pregnancy and criminal behavior. The Center for Research on Adolescent City of Carlsbad 2004-2005 CDBGMOME Funding Application Page Health and Development estimates that teen pregnancy costs California taxpayers $1.5 billion annually. Female prisoners tend to come from very low-income homes, tend to be undereducated, and tend to have poor school and work histones. Because of such conditions, The San Diego Board of Supervisors has identified preventioxdintervention programs for girls as one of San Diego’s missing links. primary focus on at-risk youth. FTIO client ethnic breakdown is 36% Hispanic, 30% White, 26% Black, 8% Asian and Other. More than 75% of FTIO’s program participants are from low to extremely low income households; poverty is a prime indicator for juvenile delinquency. FHO’s target population is 65% males and 35% females, ages 10 and up with D. Number of clients benefiting from the proposed activity and the percentage that are Carlsbad residents: 1400 - 1500 persons of which 18-20 % are Carlsbad residents. E. Yes, FTIO does focus its activities on populations with special needs. We focus on adolescents (age 10 and up) who either have a history of, or who are at-risk for substance abuse, truancy, crime, and teen pregnancy. IV. IMPLEMENTATION OF ACTIVITY A. Schedule for implementation of the proposed public/community service projects: - FTIO is scheduled to pilot project, Project Choice/For Girls Only in August 2004. The agency must ensure the expenditure of all CDBGEIOME 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 Title Date Date Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: Eligibility Determination: .- City of Carlsbad. CDBG 2004-05 FROM THE INSIDE OUT, INC December 15. 2003 Attachment A - Organization Chalt FROM THE INSIDE OUT, INC. ORGANIZATION CHART Executive Director Priscilla G. Alvarer Warden Hernandez Lee Guerrero Staff positions that will be funded by Carlsbad CDBG and other sources: Executive Director is responsible for program design, program development, client contact and program direction. Grants Writer is on contract agreement with FTlO. L I City of Carlsbad. CDBG 2004-05 FROM THE INSIDE OUT, INC. Attachment 8-1 Alvarez, resume ‘ December 15,2003 Priscilla G. Alvarez 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. -Entrearener: Founder of FTIO non- for profit organization in 1993. T~S organization was formed to Serve Sari Diego ~OmmunitieS. The main focus is workmg with at-risk juveniles and their families. FTIO, under the leadership of Priscilla dvarez, 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 Strate&S, contacts, facilitation, boo&eeping, speaking, and grants writing has been conducted by the Director. Prior work experience has been the preparation for this project. 1993 - 1999 Instructional Assistant- Oceanside Unified School District Assistant in bilingual kindergarten program. Instruction took place with individual students and in groups. Many of the children were mono -lingual Spanish speakers. Instruction was with slow learners and ESL Groups. Tutored math and reading to children ages 5 through 11. Worked with instructors on lesson plans, class organization, presentations, teacher’s files, and room decoration. 1983 -1993 Parenting and Active Volunteer Ten years were focused on raising my six children. My family continues to be the most precious and meaningful part of my life. Numerous years invested as Sunday school teacher to Jr. and hgh 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, promo&d to manager of a 4,000 square foot store of a nation wide health food chain. Experience ranges from management S~I.US including; hiring, managing, scheduling, budgetsJ and payroll, to floor display, ad set ups, drawing schematics, and general in sales. Direct Sales experience is extensive. Sales territory ranged from Chda Vista in the south, dpine in the east, the entire coastal repon north to Huntington Beach. Experience includes; professional sales techniques, Pioneering new temitory~ and product awareness. COMMUNITY SERVICE I AWARDS 0 \ 0 St. Anne‘s Episcopal Parish -Vestry member 1985- 1988 Golden State Kairos - Board member 1992-1995 Sate of CaMornia - Outstanding Volunteer Award - 1997 Donovan Correctional Facihty Women of Merit Award - 1999 Nominee Juvenile Justice Program - Carlsbad Volunteer Panel Member- 2000 .achment 8-2 Douglass, resume ?~o~g/a@susmcdu - EDUCATION MA. candl+tte in Sociological Practice, CSUSM; August, 1999 Focqs in institutiod studies and research in post-secondary education B.A., Social Science, California Sbte University, San Marcos; May, 1996 Concentration: Sociology, Psychology, Education Research. Magna Cum Laude, GP.A. 3.83 RESEARCH EXPERIENCE Research Consultant, Division of Student Affairs - CSUW 1997- Current bhaged a needs assessment project for the Dwision of Student mnduding project design, implementation, data colledion and analyzation, report writing and presentation. ne First PImse of the project required weekly design and work-team meetmp whch cuLnaated in qudtative inteniewmg, data cobg malysis and reduction and report writing - including graphing and tabular presentation to the Vice President for Student Mai-s. This phase was completed on time; Second Phase: Design and implementation of a &*ion-wide customer satisfaction instrument for Fall, 2998. Third Phase: Designed data reporting fomt with &e Dean of Students. Currently managing all dab reduction, report writing and presentation for each of fie nine departments in the CSUShf Division of Student Afhin. CSUW 1995-1 996 Collected survey data on several projects usms PC hardware md CATI software for vmous university, at)/ and state clients. Supervisory duties and sped proj- mansgemat were mduded. City of Cartsbad, CDBG 2004-05 FROM THE INSIDE OUT, INC. December 15.2003 Attachment 6-3 Young, resume ELlZABETH W. YOUNG 467 Mainsail Road Oceanside, California, 92054 (760) 754-0676 bethyoung@wdb.org - OBJECTIVE PROFESSIONAL QUALIFICATIONS 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 personal/social/professional/ achievement Continue personal and professional clevefopment through collaborative work experiences Bachelor of Science, Texas Woman's University, Oenton, Texas Interdisciplinary Studies; Special Education Graduated Magna cum Laude CAREER HIGH LIGHTS 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 41/99 - present Oceanside Reads, Volunteer - Responsibilities: Adult literacy volunteer tutor; lesson preparation; individual instruction in phonics, reading, and writing. 2/2000 - present City of Oceanside, Housing and Neighborhood Services, Office Assistant Responsibilities: Assist the Childcare Coordinator in organization of materials relevant to her Dosition; attend and record minutes of monthly Childcare Committee meetings; prepare agenda for monthly Childcare Committee meetings; transcribe and distribute meeting minutes; general office duties; review and synopsis of resource materials 2/2000 - 4/2000 City of Oceanside, Volunteer Coordinator Census 2000 Responsibilities: Recruited and supervised training of volunteers for staffing of Census Questionnaire Assistance Centers (QACs); maintenance of volunteer schedule for three QACs; maintained supplies at QACs; worked collaboratively with the Planning Department, Public Library staff, Local Office of the Census, and Housing and Neighborhood Services to promote census awareness; made presentations to the City Council and Partners for Healthy Neighborhoods on status of Census activities; coordinated and served as hostess for volunteer appreciation luncheon. 2/2/96 - 6/15/98 Science Adventures, Master Instructor Responsibilities: Presented teacher selected science curriculum for grades 1-6 and for GATE programs; modified curricukm 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 woFkshops for San Diego region, June 1997; instructed new employees in use of curriculum and classroom management strategies; served as lead instructor/mentor for additional Science Adventures staff. I 1/97-6/97 City of Encinitas Famlly 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 Enrolted at Tarrant County Junior College and Texas Woman's University 1990-1 992 Early Childhood positions, two private schools A[.:; . , .~:.-:.~.~!~~.~~~~-~~~~~~~:~~~~..~-- ' - of Carlsbad, CDBG 2004-05 I . .3M THE INSIDE OUT, INC. December 15,2003 Attachment B4,l Guererro, resume Oecember '10, 2OOl Ms. Pricilla Alverer From the lnslde Out, Inc, PO Box 1095 Oceanside, CA 921351 Dear' Ms. Akarez: Pursuant to ow telephone corivmation this date, we enclose information ryarding our firm, );:, ,Ish YOU requested . Our fim performs acldifs and prOVldQS tax, consliltation and related support sewices to a vai-i+;;j/ of nonprofit organirali!ms. The following is a list 01: rekwant oryanizatjons fci' ':.Ajch we have per,,:'r.,rrned audits and related consultation services: E s con dido C om m un ity CI inic East Coucify Chmmunity Clinic - Comprehensive Health Center ElderHelp of San Diego City of Sar~ C)ii?go Police Department The above audits included ths additional auditing and regortin9 requirments of OMB A-1 33 (single audit). All members of our firm are required to rneet and maintain the conlinuing education requirements set fonh by me California State Board of Accountancy, including specific courses in auditing of nonprofit and governmental organizations. In addition, vd? are also mcfnbet's of the American Institute of Certified Public Accountants quality reviews programs ar*ld, accordingly, we undergo periodic peer reviews. The owner of the Firm is I..e?anel E. Guerrero who will supcrvf5e end perform the audit together with principal accmntarits Ms. Lee Doris, CPA and hAr. James Sutton, CPA, and enclosed are detailed profile sheets together with support staff. The following is a general outline of our procedures (rr~ethodology) which are derived from guidelines established by the American Institute of Certified Public Accountants. a. We will obtain sufficient level of knowledge of your organizeon's business to enable u5 to urlderstand the events, transactions and praclices that effect your financial statements. b, Wo will review your internal control structure ifl order to assess control risk and plan audit I, Docwneritalion :x'.jcience 2. Tracing of require4 information 3. Reconcile and/or qree to a control where available or applicable 4. Trace documentation to appropriate database Our commitment to your organization will be measured by the same standards accorded to al[ our clients; that is: F';ofessionalism !S Oonfidentiality * Tirnellness 6 Accessibility v Positive attitude toward your organization j thank you for your consideration and the 0p;Iort~Jnity to submit this proposal. I am available to answer any qtA:: stions regarding this proposal. _- PERSONAL: HrJm in San Diego, i.:?!ifornia Graduate of Sari DiC!;::, High School 1949 Veteran of U.S. Navy ?951 - '1955 Became CPA in California ii'i '1 '361 Member of American Institute of CPA's Member of California Society of CPA's EDUCATION: San Diego State University 1955 - 1958 Graduated June, 19.58 with a Bachelor of Science! in Accounting EXPERIENCE: 1958 - 1963 Ueloitte, Haskins s( Sells, CPA's ([jig Eight Accounting Firm) 1964 - 1974 Controller arid CEO of Benbough tnvesfments, also succ.(?ssor Trousdale tiriterprtses (Private Holding Companies) '1074 - 19-70 Control le r S y stern s Exploration , I nc. (U.3. Government Contractor) '1982 - Present Owner of Accountlng Firm The Guerrero Company, CPA's Supervisor all engagements PROFILE OF 1EE DORIAm EDUCATION: Graduated from the University of the East, Manila, Philippines RSBA Degree California CPA - Passed the CPA examination in C:alifornia and Was certjfied in 1990 Member of American Institute of CPA'S Member of California Society of CPA's EXPERIENCE: Philippine CPA and University accounting instructor in the Philippines Nineteen years of combined public accounting experionrz consisting of thirteen years with The Guerrero Company, CPA's two years with Leaf and Cole, CPA's, and four years in the Philippines. - Mernber Ameriran Institute of Certified Public Accountants (A.I.C.P.A.) and the Philippine Institute of Certified 3ubk Accountants (PGPA). ~ - ___ --- - City of Carlsbad, CDBG 2004-05 FROM THE INSIDE OUT, INC December 15,2003 - Attachment 64,4 Guererro, resume E,DUC:ATION: 1.1 (1 ive rs i I y of Ten I'i e s se e ::;faduaZvc! June 958 wlth 21 Bachelor of Administraticw in Accounting EXPERIENCE; .LW. Sutton, CPA tias bean in public accouri?ir!g since 1961. His career began with 'I3 years of experiencewlttl the Big 6 firm of !:!afoitIe 8, 'Touche in their Ssn Diego, New Or[earW and Chafianooga offices, with intermitten: temporary assigrments in New 'fork, Chicagc, Atlanta & Detroit. He has served or: :he Board of Direcfors of the San Diego Chapter of the Californi? Society of CPA's, arld ha:; belonGed to and :served numerous professional OrgadZatiOnS in various capacities ljvef the years, such as the American Institute of CPA's, the Naiiorial Association of Accountants, the Institute oi Internal Audltors, etc. His experience includes Firiancial statements audit, review and compilation er!ssgernents, tax services to individuals and to various business organizations and cnlities, and a varicaty of otiwi- consulting work ir\cludi!i:: Stjsiness and tax matters, Imsonal and business plwich-ig, computer consulting s::!(vices, and expert analyticd services related to the special needs of clients a5 they arisa. STAFF: LAURA BYRON Office Mana.ger/Bookkeeper A EDUCA'ibON: Currently enrolled in accounting curriculum EXPERIENCE: Day to clay operations of the company, indivrcluai tax preparation, accounts receivable, client time and briling and proficient in the use of Quickbooks, Microsoft Clffice to indude Word, Excel and Access database. City of Carlsbad, CDBG 2004-05 FROM THE INSIDE OUT, INC. December 15,2003 Attachment C - Operating Budget CARLSBAD Item CDBG FUNDS PClCROP Total Operating PClFGO Budget Lap Top Computer Computer upgrades Sub total, equipment Sub total, operations $2,000.00 $2,000.00 $ 9,000.00 $ 9,000.00 $18,000.00 $11,000.00 $29,000.00 Sub total, personnel Total Project Budget 1 $ 15,000100 1 $64,000.00 I $47,000.00 I $111,000.00 ~ ~~~ $37,000.00 $36,000.00 $ 73,000.00 CDBG request City of Carlsbad, CDBG 2004-05 FROM THE INSIDE OUT, INC. December 15,2003 Attachment D Revenue schedule REQUEST PENJXNG x CONFIRMED AWARD FROM THE INSIDE OUT REVENUE SCHEDULE FOR 2003-2004/05 Total RequestdPending SOURCE OF FUNDING $1 03,000.00 Government Grants & Contracts Community Development Block Grants 9 City of Oceanside 9 City of Carlsbad > City ofvista Foundations 9 Callaway Golf Foundation I> > 9 9 9 P P 9 San Diego Foundation San Diego Women’s Foundation Boys & Girls Foundation Hamilton-White Foundation North County Times Foundation Tri City Healthcare District Alliance Healthcare Foundation California Wellness Foundation Corporations Other $1 5,000.00 $20,000.00 $20,000.00 $20,000.00 ($20,000.00 -To prepare) ($10,000.00 -To prepare) $8,000.00 $10,000.00 $15,000.00 ($30,000.00 -To prepare) ($40,000.00 -To prepare) $ 7500.00 $ 5,000.00 $ 5,000.00 $ 5,000.00 $15,000.00 $ 5,000.00 $5,000.00 $ 1,000.00 $ 1,000.00 $ 1,000.00 $ 1,000.00 $4,000.00 $4,000.00 $2,000.00 $ 2,000.00 $2,000.00 $ 3,000.00 $ 3,000.00 ~20.000.00 $ 46.500.00 $1 03,000.00 $1 1 1,000.00 I CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM FUNDING PROPOSAL APPLICATION The following information must be completed by each person/agency/organkation 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 conskieration. Please type or print clearly. Attach additional sheets or fnformation as necessary, The application must not exceed a total of fifteen (1 5) pages, Including required Attachments A through C as listed In the Checklist of Required Documents. Ten copies of the completed application package, including attachments, must be submitted prior to December 15th to Frank Boensch, Housing -and Redevelopment Department, 2965 Roosevelt Street, Suite B, Carlsbad, CA 92008. ADMINETRATING AGENCY Name of Agency: . JOIN HANDS SAVE A LIFE Address: 3528 Madison St. Carlsbad. CA 92008 Federal Tax ID Number; 33-0592140 PROPOSED PROGRAMIPROJECT Title of ProgradProject: Join Hands Save A LifdGened Suuuort Funds Location of Programkoject: 3275 Roosevelt St. Carlsbad, CA 92008 __ Contact Person: Frank Anthonv Sorino Telephone No.; 760) 720 -0540 Requested Funding Amount: $ 89.550.00 Brief Description of Program/ProJect (Describe 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.): 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/conditionkg, 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, selfcontrol, 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 Iives. . F- =-. -- e-. .. .- City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 2 - 1. ORGANIZATIONAL ABILITY/CAPACITY A. B. C. D. E. F. G. This agency is: If Non-profit 0 For-profit 0 Local public agency 0 State public agency 0 Other (Please specify.) What is the purpose/mission of the agency? Our purpose is to provide a free constructive alternative to the “at-risk” youth of our community that meet in the streets with no place to go and nothing to do, that out of boredom or a search for excitement, will not have to turn to destructive behavior like recreational drug experimentation, alcohol abuse, graffiti, robbery or gang violence. How long has this agency been in operation? incorporation? Please include the date of We have been in operation since 1990. Our incorporation date was April 29,1993. How long has this agency been providing the proposed program/project? Since 1990. Please submit an organizational chart for the agency as Attachment A. Please describe the agency’s existing staff positions directly responsible for the proposed program/project and their qualifications and experience in implementing such a program/project. (Resumes may also be submitted as an optional Attachment B but not in lieu of a complete response.) Executive Director - Frank Anthony Sorino Team Director - Medical examinations, Ringside Physician, Health and Fitness Advisor - Sahador G. Velasqug MD CounselorITutor - Judy Ann Barber CoacWConflict Resolution - Dr. J. Barry McGrath Athletic Directors & Volunteer Staff are primarily ex-members and parents. Please Indicate your agency’s level of experience with the CDBG/HOME program. CDBG/HOME Droaram: El 0 3 No or little experience, up to 1 year of using CDBG/HOME funds. Some experience, 2 to 3 years of using CDBG/HOME funds. Moderate experience, 4 to 5 years of using CDBG/HOME funds. Considerable experience, more than 5 years of using CDBG/HOME funds. ‘t (Word:\APPUCAnoN) Revised: /0/22/M -+ -. - --. -7 -. City of Carlsbad 2001 -2003 CDBG/HOME Funding Application 6 - Page3 . H. If you have recelved federal funds, Including CDBG/HOME funds, In previous years, have program violation findings ever been made agalnst your agency/organization? 0 No d? 0 Yes If yes, please explain nature of finding(s) and how finding(s) has been addressed by your organization. II. FINANCIAL CAPACITY/STABILITY A. Please submit the proposed budget for the program/project, itemizing revenues and expenses, to. this application as Attachment C. indicate how the requested CDBG/HOME funds would relate to the overall proposed budget. B. Did you receive any of the following sources of funding from the City of Carlsbad within the last two years (2001-2002 and 2002-2003) for the proposed I program/project? Sources of Fundinq CDBG Community Activities (General Fund monies) Yes B' - No 3 0 If yes, please i,ndicate amount and status of previously awarded funds (fully expended, funds remaining, program/project discontinued). Amount Received Status CDBG/HOME funds J' 7, EbO. O0 @PWbCb Community Activities B. Did you receive any federal funds, including CDBG/HOME funding from other cities, last year (July 2002 - June 2003)? id No 0 Yes (Please list funds below.) Proclram Source Amount Received $ $ $ C. Will addifiona;CDBG/HOME funds be required in future years for the projeet? &No 0 Yes I-. - -. (word: \APPLICATION) Revised: 11/m City of Carlsbad ,. 2001 -2003 CDBG/HOME Funding Application # Page 4 - 111, BENEFITS & BENEFICIARIES .A 8. C. D. E. How accesslble or convenient Is the proposed program/project to Carlsbad residents? (Please be specific such as direct services to client's home, transpo~ation provided to and from facility, or relation to public transportation.) We are extremely accessible and convenient, we are located right in the middle of Barrio Carlos in downtown Carlsbad, within walking distance of most of our youths homes. Also, we are reasonably accessible to all other Carlsbad residents. What Is the approxlmate percentage of your clients that have annual family incomes in each of the following ranges: (Percentages should add to 100%; Please see the 2003-2004 Income Urnits for the CDBG/HOME Program) 6 Y % of clients are at 30 percent or below of the area median Income a 5 % of clients are between 31 and 50 percent of the area median income .LA % of clients are between 51 and 80 percent of the area median income .A % of clients are above 80 percent of the area median income 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) 89% of the youths we save Live in low to very low income households, in 1 out of 3 cases, a female is the head of the house. These circumstances have been proven in stu@ 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 a€€ord 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. Department of Justice: Juvenile offenders and Victims; 1999 National Report: "Preventing one youth fiom leaving school and turning to a life of crime and drugs saves Society approximately $2 million dollars. We provide after school care, cultural enrichment, recreation and self-improvement programs during the most critical hours of the day. Please indicate the number of clients, by households or individuals, benefiting from the proposed activity and the percentage that are Carlsbad residents. Households or 25 3 Persons of which a% are Carlsbad residents Does your agency focus its activities on populations with special needs? 0 No d Yes (Please specify) Please specify which special needs populations. (Homeless Indivlduals/famllies, Persons with disabilities, Persons with substance abuse problems, Veterans, Farm workers & day laborers, Elderly, Chlldren, etc.) We provide free Services that directly benefit extremely low-income children, extremely low income families and single parent homes. There has never been a membership fee to use our services at Join Hands Save A Life and the youth pay no fees for any of our activities. We serve primarily "at-risk youth an average of 6 days a week fiom 2:OO p.m. to 1O:OO p.m. City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 5 - IV. IMPLEMENTATION OF ACTIVITY A. Please submit a schedule for implementation of the proposed construction, rehabilitation, property acquisition, other construction related or new public/community service program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME funds awarded within the program year. 1, the undersigned, do hereby attest that the above information is true and correct to the best of my knowledge. j7 4 c- y c E@ L2-1 s * d Y Signature ltle Date I Date Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: Eligibility Determination: ~ *.-. (Word:\APPUCATION) ReW: 11/6/03 .. .. . .- .. .. .. . .. m L- O 6 E 1 - fg '.I- +$ 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. EXPERIENCE I991 - PRESENT 1993 - 1995 -- 1993 - 1995 1994 - 1995 1992 - 1994 1992 1988 - 1990 1980 - 1984 - CHIEF EXECUTIVE OFFICER - PRESIDENT "JOIN HANDS - SAVE A LIFE" (J.H.S.A.L.) 0 0 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 0 EMON PROGRAM (EDUCATE, MOTIVATE, ORGANIZE AND MOBILIZE). CORE MEMBER CARLSBAD YOUTH ENRICHMENT SERVICES (CARLSBAD YES) SAN DIEGO COUNTY OFFICE OF EDUCATION 0 TEACH GANG PREVENTION/INTERVENTlON CLASSES. 0 0 COMPOSED OF COMMUNITY MEMBERS FROM VARIOUS PUBLIC AND PRIVATE AGENCIES, BUSINESSES AND CONCERNED CITIZENS. REGUlARLY MEET TO NETWORK AND REVIEW EXISTING SERVICES FOR THE YOUTH OF CARLSBAD. SCHOOL Bus DRIVER CARLSBAD UNIFIED SCHOOL DISTRICT, TRANSPORTATION DEPARTMENT VICE PRESIDENT CALIFORNIA BORDER ASSOCIATION, U.S.A. BOXING OVERSEE AND HELP GOVERN AMATEUR BOXING IN SAN DIEGO AND IMPERIAL COUNTIES. PRESIDENT COACHES ASSOCIATION, U.S.A. BOXING COUNSELOR NEW HAVEN HOME, VISTA, CA 0 PROGRAY DIRECTOR CHI-ALPHA (OUTREACH PROGRAM FOR TROUBLED TEENS) COUNSELED TEENS. SUPERVISED AND MINIMIZED CONFLICTS BETWEEN RESIDENTS OF THIS GROUP HOME FOR TEENAGE BOYS. TRAINED TO RESTRAIN AND ASSIST THOSE SHOWING HARM TO HIMSELF OR OTHERS. PROVIDED SUPPORT, UNDERSTANDING AND DIRECTION TO RESIDENTS. DEVELOPED AND SUPERVISED PROGRAMS TO HELP TEENS WHO WERE RUN-AWAYS, GANG MEMBERS, OR HAD DRUG, ALCOHOL OR FAMILY AND EDUCATIONAL PROBLEMS. .. CURRICULUM VITAE J. BARRY McGRATH, Ph.D. EDUCATION 1992 PbD. Human Behavi 1971 1962 MED Worcester State College 1959 BS, Boston College MA English Literature, San Diego State WORK EXPERIENCE Court School (Summit School), Vista, CA Program Director Court School (Summit School), Oceanside, CA Program Director 199 1-1 995 1990-1 990 Girls Rehabilitation Facility, Juvenile Hall, Sand Diego, CA 1989-1991 Program Director Grossmont College, El Cajon, CA Part-time English Inshctor University of San Diego High School, San Diego, CA 1964-1988 English Teacher, English Department Cluzirperson Basktball and Tennis Coach President Teachers Association, Administrative Council VOLUNTEER EXPERIENCE Join Hands - Save a Life, Carlsbad, CA Board of Directors 1993-1995 Netherland’s West Homeowners Association, Carlsbad, CA 1983-1 995 President Collwood Townhouse Homeowners Association, San Diego, CA 1978 President PUBLICATIONS Influence of Hordework on Malbeth Test Scores Doctoral Dissertation Hawthorne and Reform Masters Thesis 1992 1971 CURRICULUM VITAE Salvador Gomes Velazauez. MD 1764 Troy Lane Oceanside. CQ 92054 (619) 722-0906 CFI STATE LIC: 643914 DEA NO.: AV2029379 WFP BOFIRD CERT: 1988-95 EDUCRTION: 1980- 1982 Resiaent ohysician. San Bernadino County Medical Center, Family Practice Proqram, AFIFP Boards 07/@2 1979-1980 Internship. San Bernadino County Medical Center Family Practice Proaram 1 3 7 5- i 9 7 9 Received M.D.. U~iversitv of Caliiornia at Irvine. California Colleoe of Medicine 1971-1975 Bachelor of Science. Physioloqy from the University of California at Berkeley WORK EXPERIENCE: I 4/90 to Primary Care Physician, SCPMG oressnt 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 Dhvsician. Pacific Communitv Medical 07/86 Group, Rancho California. CA Minor trauma and orimary care (full time) 1784 to Primary care Dhysician. Fallbrook Community Clinic 07/86 Fallbrook, CA Primary Care (part time) 1983-1984 Emeroency room physician, Calexico Community Hospital Calexico, CA . Trauma and Drimary care (part time) r 1984 Primary care physician, California Health Plan, Mission Medical Center. El Cajon, CA Minor trauma and Drirnary care (full time) Primary care ohy'sician, Tri-Community Family Practice Flinor trauma and primary care (part time) Group, &JrightwOOd. Cfi . Primarv care physician, Redlands Urgent Care Clinic Redlands. CFI Minor trauma end Drirnary care (Dart time) .- JOIN HANDS - SAVE A LIFE OPERATING BUDGET 2004 -2005 REVENUES : Public Support Foundation Grants Corporate/County Grants Fund-raisers United Wc2y C. D. B.G.2003-2004 TOTAL REVENUES EXPENSES : Total Payroll, Taxes & Benefits Operating Expenses : Rent / Utilities /Storage Auto & Travel Accounting / Consultants /Legal Insurance /Fees /License / Taxes Gym Equipment & Supplies ODce Equipment & Supplies Program Supplies & Expenses ODce /Bank / Postage /Printing Charges Maintenance Contingenv Total Operating Expenses - (Real Estate Expenses New Building) Utilities Insurance Building Maintenance /Repairs Janitorial Supplies Pest Control Ground Maintenance Replacement Reserve Operating Reserve Subtotal Real Estate * HJ? Debt Service TOTAL EXPENSES 18,000.00 25,000.00 25,000.00 12,500.00 7,500.00 89,550.00 $177,550.00 112,229.00 13,054.00 2,616.00 4,852.00 8,028.00 4,334.00 3,230.00 4,655.00 2,347.00 I, 887.00 900.00 45,903.00 I, 839.00 3,000.00 3 75.00 300.00 IOO.00 150.00 654.00 5,000.00 11,418.00 8,000.00 $177,550.00 JOIN HANDS - SAVE A LIFE ‘‘Join Hands - Save A Lye ’’ is a community based youth service program designed to be a community effort to enhance the A:ves ofthe youth in our community. Our goal is to help relieve stress in the homes of the lowest income families by providing free services for their youfi. Our objective is to provide a constructive alternative to the “at-risk‘’ youth of our community that meet in the streets no place to go and nothing to do, that out of boredom or a search for excitement, will not have to turn to destructive behavior like recreational drug experimentation, alcohol abuse, graffiti, robbery or gang violence. Presently our program extracurricular activity’s include: Boxing Community Services Pizza Night *kt Guest Speakers Probation Services FieldTnps Youth Board Meetings Police Department Workouts 0 StudyHall Neighborhood Watch Free Transportation Dances 0 HireAYouth 24 Hour Hotline 0 Counseling 0 Attending City Council Medical Examinations 0 Mentoring Meetings Video Production 0 Basketball Weightlifting / Conditionbg 0 Fishing Trips 0 JobTraining GrafEti Clean-ups DrugAwareness 0 Conflict Resolution Mediation Work Projects 0 Music Picnics Soccer FREE TO ALL PARTICIPAhTS! Our program started out with just a boxing tern. this symbolizes our willingness to fight in hopes that one day our little rothers and sisrers won’t have to fight to catch the attention of our community leaders to show them that there is a dire .iced to constructively channel the energy of our under-privileged youth who cannot afford the specialized program and enrertainments that have been designated. Economic hardship is the most accurate predictor of criminzl violence. We need to “Join Hands” in a community effort to save the lives of our youth. People are getting shot, stabbed and victimized everyday! We need to seriously support this program as a preventative measure, because it is too late when they are lying dead in the streets. AII glory and honor to the Most High God who created the heavens and the earth, and who is the only true source of strength, wisdom, courage and love to the people of dust who tv to do good. If everybody gives a little, we will be able to accomplish a lot. President For information, please call 720-0540. -For donations and monthly or yearly pl&ges, please send check or money order to: JOIN HANDS - SAVE A LIFE 3528 Madison Carlsbad, CA 92008 * AI1 donations are tax deductible. 100% of your donation \vi11 directly benefit the youth. - c- JOIN HANDS SAVE A LIFE (J.H. S. A.L.) A non-profit Charitable Corporation Dear Concerned Citizens: Thank you very much for your interest in helping us through this very crucid time in our development. For the past 12 years Join Hands Save A Life freely serving “at-risk” youth an average of 8 hours a day, 6 days a week, during the most critical hours of 2pm to 10pm. The most reliable studies indicate that after school activities during these high crime hours is the greatest deterrent to juveniIe crime. In a recent US House of Representative’s meeting, speaker after speaker spoke of the horrors of the rise of teenage drug use, s.t.d.’s, and how out of shape & overweight our youths are becoming. Many of the problems youth face today can be traced to the facts: that many more parents are being jailed, families are breaking up more frequently, the high amount of single parent homes, or in many cases both parents have to work to make ends meet. Many more youths are going home to empty homes where they have the freedom to experiment with drugs, alcohol: and sex, or just simply lay back and play video games, raid the refrigerator & eat junk food or watch the negative influences of Jerry Springer, MTV, HBO, Showtime, Cinemax or the many other programs that promote sex and violence. Many more youths today have unsupervised access to the Internet where they can easily find pornography, bomb making information, or just waste time on chat lines where you never know who they might meet. Join Hands Save A Life has been a surrogate family to an average of 300 individual youths, averaging 150 youth visits a week, 600 youth visits a month and over 7,000 youth visit a year. Out of my home and garage which have been converted into a youth center/gym. We now have the golden opportunity, we own our land free & clear and have building permits to build a 6,175 sq. ft. facility, in which we can help many more youth. Your generous heIp is cruciaI, whiIe we undertake the awesome responsifiIities, of both building this new facility and operating our existing programs. Please help us save young lives and may God bless you for the good work that you do. Sincerely, Frank Anthony Sorino Founder/CEO P Join Hands Save A Life, 3528 Madison street, Carlsbad, CA 92008-5034, TeVfax (760) 720 - 0540 .. i- . CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM 2004 - 2005 FUNDING PROPOSAL APPLICATION (City of Carlsbad Forms Have Been Recreated) ADMINISTRATING AGENCY Name of Agency: North County Lifeline, Inc. Address: 200 Michigan Avenue. Vista, CA 92084 Federal Tax ID Number: 95 -2794253 PROPOSED PROGR4MPROJECT Title of Program/Project: Lifeline After School Promam Location of Program/Project: Valley Middle School, Carlsbad Contact Person: Shirley Cole Telephone: (760) 726-4900 x 243 Requested Funding Amount: $12,000 Brief Description of ProgradProject Lifeline’s services are based on the mission of enhancing the positive quality of individual, family and community life. Emphasis is placed on recognizing the strengths of clients and giving them the tools to become a positive asset and role model to the community. Most crime and youth suicide happens during afternoon hours. Carlsbad must help these youth now, as the cost later will be greater when delinquency behaviors result in graffiti, crime, and drug activity. The identified at-risk youngsters need assistance to help them develop the tools necessary for building positive futures. Lifeline’s after school program, provided on-site at Valley Middle School and free of charge to participants, provides an excellent venue for an average of 50 youth per day to partake of enrichment activities, sports, field trips, and tutoring activities. The program is operational between the hours of 3:OO and 6:OO p.m., when youth are most likely to engage in delinquency. With the hds requested, staffing will be provided for mentoring activities (such as one-to-one homework assistance, art projects) supervised field trips, and additional supervision. ,e- I. ORGANIZATIONAL ABILITY/CAPACITY A. This agency is: NON-PROFIT B. What is the purpose/mission of the agency? North County Lifeline is dedicated to enhancing the positive quality of individual, family and community life. To this end, Lifeline addresses the needs of at-risk youth at an early point, providing proactive strategies to direct youth towards positive goals. C. How long has this agency been in operation? Please include the date of incorporation. Lifeline began in 1969 and was incorporated in 1973. Lifeline’s Coastal office was established in 1988. Lifeline has staff on-site at Valley Middle School and Carlsbad High School. Lifeline provides 1 on-site mental health services to Medi-Cal qualified youth at Jefferson Elementary, Buena Vista Elementary, Valley Middle School and Carlsbad High School in Carlsbad. D. How long has this agency been providing the proposed progradproject? Lifeline has provided after hours programs at Valley Middle School since 1997. Lifeline has provided services to at-risk youth and their families since 1969, initially serving youth experiencing substance abuse issues. Lifeline’s services have expanded to more than 50 different programs targeted to individuals and families with any issues that are barriers to healthy lifestyles. 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 implementing such a progradproject. (Resumes may also be submitted as Attachment B but not in lieu of a complete response). The Director of Youth Services is Kirby Wohlander, MSW, MBA. He provides the oversight for the program compliance and ensures laws and agency standards are adhered to. As a licensed mental health professional, he provides training and guidance regarding problem behaviors in youth participants. oversees the day to day operation and supervision of staff with the goal of maintaining high quality programming. He does this by visiting frequently, filling in when site leaders or staff are unable to work, and providing advice and consultation to site leaders as needed. He performs the essential liaison functions with teachers, collaborative partners, as well as Valley Middle School staff and managers. Because he is bilingual, Mr. Boller is also able to interact with a wide range of parents regarding the concerns that arise in relation to their children’s participation in programs. (Please refer to the two resumes submitted as attachment “B”). Keith Boller is the Supervisor of Youth Services and is bi-lingual SpanishBnglish. He G. Please indicate your agency’s level of experience with the CDBGEIOME program. CDBGiHOME program: - No or little experience, up to 1 year of using CDBGiHOME funds. - Some experience, 2 to 3 years of using CDBG/HOME funds. - Moderate experience, 4 to 5 years of using CDBG/HOME funds. =Considerable experience, more than 5 yrs of using CDBGiHOME funds. H. If you have received federal funds, including CDBGEIOME funds, in previous years, have program violation fmdings ever been made against your agency/organization‘? No - Yes 11. FINANCIAL CAPACITY/STABILITY A. Please submit the proposed budget for the progradproject, 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 City of Carlsbad within the last two years (2001-2002 and 2002-2003) for the proposed progradproject? 2 Sources of Funding: CDBG - YES Community Activities - NO Amount Received status CDBGEIOME Funds: $5,000-General Services (2003) Funds Remaining $5,000-Y0~th (2003) Funds Remaining $6,600-General Services (2002) Fully Expended Community Activities: NONE B. Did you receive any federal funds, including CDBG/HOME funding from other Cities, last year (July 2002-June 2003)? YES Program Source Amount Received City of Vista $26,838 City of Encinitas $ 6,100 City of Oceanside $24,900 C. Will additional CDBGHOME funds be required in future years for the project? YES 111. BENEFITS & BENEFICIARIES A. (Please be specific such as direct services to client’s home, transportation provided to and from facility, or relation to public transportation.) The proposed program is delivered on-site at Valley Middle School in Carlsbad. Mental Health Services for Medi-Cal eligible youth are delivered directly at Carlsbad school sites andor at the client’s home if preferred by the client. How accessible or convenient is the proposed progradproject to Carlsbad residents? .- B. each of the following ranges: (Percentages should add to 100%; Please see the 2003-2004 Income Limits for the CDBGEIOME Program) 45% of clients are at 30 percent or below of the area median income - 30% of clients are between 3 1 and 50 percent of the median income - 20% of clients are between 5 1 and 80 percent of the area median income - 5% of clients are above 80 percent of the area median income What is the approximate percentage of your clients that have annual family incomes in C. Please describe how low and moderate income persons will benefit from the proposed progradproject. Include the need or problem to be addressed in relation to Consolidated Plan housing and community development priorities, as well as the population served or the area to be benefited (See Consolidated Plan Priorities.) Lifeline’s after school program benefits low and moderate income persons by providing free enrichment activities in a safe environment for youth who might otherwise be “latchkey” children. The ethnic mix of the group is distributed equally between Hispanic and Caucasian youth, with a smaller percentage of African-American and Asian-Americans. The program meets the national objective of providing benefit to lower income persons, and the local objective of providing after school care, recreation and enrichment programs to low-income youth residing in Carlsbad. D. proposed activity and the percentage that are Carlsbad residents. - Please indicate the number of clients by household or individuals, benefiting from the 3 D. proposed activity and the percentage that are Carlsbad residents. - 200 Households or Persons of which 100% are Carlsbad residents Please indicate the number of clients by household or individuals, benefiting from the E. Please specify which special needs populations. (homeless individuals with families, persons with disabilities, persons with substance abuse problems, veterans, farm workers and day laborers, children, etc.) Youth at-risk for substance abuse and delinquency, low income families, youth with disabilities. Does your agency focus its activities on populations with special needs? YES E. IMPLEMENTATION OF ACTIVITY rehabilitation, property acquisition, other construction related or new publidcommunity service progradproject as Attachment D. The agency must ensure the expenditure of all CDBGEIOME funds awarded within the last program year. I, the undersigned, do hereby attest that the above information is true and correct to the best of my knowledge. A. Please submit a schedule for implementation of the proposed construction, Date Received: I Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: Eligibility De t emination: 4 Attachment "c" Proposed Budget ITEM CDBG OTHER OTHER AMOUNT AMOUNT SOURCE Personnel Administration 0 $9,991 county of san Diego .07 FTE Director 0 $3,150 United Way $2,600 $4,000 United Way . 10 FTE Supervisor of Youth After School Program at Valley Middle School TOTAL AMOUNT $9,99 1 $3,150 $6,600 Services Recreational Specialist (2.5 hrs per day x 180 days @, $12 hr.) Fringe Benefits $5,400 $16,200 County of San $2 1,600 $1,200 $5,553 county of san $6,753 Diego Diego Personnel Subtotal $9,200 I $38,894 I $48,094 I I I Y .- 5 +- UI] I I I I I I- I - Kirby Wohlander 15 Vervain Street, San Diego, CaIifornia 92129-3523 (61 9) 992-3293 ED U CAT1 0 N . University of California, Los Angeles Bachelor of Arts (Psychology) - San Diego State University Master of Social Work (Concentration in FAental Health) San Diego State University Master of Business Administration (Executive MBA Program) June 1973 June 1976 Sep:. 19s; EXPERlENCE North County Lifeline, Inc., Vista, Calif. 6/00 - Present Director of Youth Services: Was hired to be a member of the executive management team of this well-established an.2 well-respected non-profit agency serving norlhern San Diego County communities. Managed five youth programs which encompassed six program sites as well as a home visiting program, and included juvenile gang prevention, after school programs, case management and mentoring for teens on probation, and educational enrichment. Represented the 2gency. and pursued community enhancement goals while serving on community-agency collaboratives, quickly rising to 2 leadership role, Participated in grant writing. Contributed to agency policy formation through chairing committee analysis of agency problems. Oversaw the expansion of the range of services available at community resource centers to includt bilingual (English-Spanish) computer classes, English as a Second Language (ESL) classes, and a bicycle safety and registration program. Put systems in place to increase communication and standardize procedures, which resulted in daily voice communication between the Director OF Youth Services and all program sites, and the creation of a procedure and form for the reporting of critical incidents. Significantly increased the number of young people participating in the agency's youth programs at various locations, added new staff while staying within budgetary limits, served as liaison with fundirig sources, and played a key role in the financial management of the department. - =AN, Inc., LifeSpan Program, San Diego, Calif. 9/99 - 6/03 clinician-Administrator: Worked as both a therapist and an administrative officer for this program of extended care f.3i people with serious alcohol or drug problems who also have psychiatric symptoms and diagnoses. Led educational and psychotherapy groups with these dual diagnosis patients. Identified the need for, then created and wrote policies and procedures. Designed forms to institutionalize and record routine activities in an effort to strengthen documentation, azd increase efficiency and communication. Saw the need for, then created and implemented a new system for billing 27d financial management based on an off the shelf computer program, completing much of the necessary customitation 53 that it suited the needs of this program's clinical and business activities. Also conducted individual psychotherapy, coupks counseling, face-to-face family therapy, and geographically distant family therapy with far away family membc;:s participating via telephone. Participated as a member of a rnultidisciplinary trealment team consistin3 of a psychiatrist, psychologist, a certified addiction counselor, an L.C.S.W. and other therapists employed by the program. Charter Behavioral Health Systems, San Diego North Hospital Facility 7/93 - 8132 Director of Social Services: Oversaw the Social Services program at this 63-bed inpatient psychiatric facility, whl:h included managing all of the social services fundions, recruiting and hiring of staff, supervision of social service professionals, assuring good teamwork belween Social Services and physicians, members of the nursing staff, inkkc. professionals, and various other departments in the hospital. Led group therapy sessions for adultswlth a wide rang.' 0: diagnoses, conducted family therapy for many of the patients and their family members, and provided a broad rancJc 0' social services to hospital patients. Won accolades for social work firnctions during a Health Care Finance hdminislr~~~~; review, and created several systems for tracking essential social work arid legal activities to insure compliance v:?i rcgiilatory requirements. Charter Behavioral Health Systems, Tri-City Medical Center, Oceanside, Calif. 7/97 - ?I?? Directof of Behavioral Health Services: Managed Ihc behavioral health program a\ this 260-bed genua1 acilte CE:'. hspital. Oversaw a 29-bccl inpatient s.-rvicc as v:ell as an affilialed partial hos$!alization program. Spearhea'Jcd 5 ;uccessful effort to obtain appropriate goveriinient authorization to provide services to involuntary patienls, and h Process prepared applicalion materials arid doaimenlolion of related policies and procedures. Built support lor apoVr:: the aulhorization through contact with community groups, leaders, law en:orcemenl piofessionals and government OffiClr:!5 k'd0r.kc.d wilt1 the Emergency Depaitrrient helping to strearnlinc ths process for emergency psychiatric consulla!.ionS, sn children (AMAC's), helping people and families adjust to physical injury, disability, or illness and the changes they bring. facilitating productive grief for those who have lost a loved-one; dealing with social phobia, shyness, and difficulties formini -lationships; helping men resolve issues around success, mid-life crisis, or what il means to be male. 4/79 -10183 Director Of COUnSelinq: Maintained supervisory responsibility for as many as 20 people in this counseling and social service agency for the disabled. Was intimately involved in the hiring of nevi staff and the encouragement of govkn and creativity amons existing staff. Created systems for the smooth and efficient handling of routine si:ca:ions. Provided clinical supervision and training fa; professional and paraprofessional members of the stafl. Conducted individua!, farnily. cogple and gmup and counseling with pcJp!e who represented a broad range of physical and mental disabilities, and their significant others. Senior Social Work Counselor: Was employed as a case manager and senior counselor working wi!n developmentally disabled people and their families. Conducted individual, couplss, family, and group cocnseling conceining such problems as inappropriate sxial and sexual behavior, children with degenerative diseases, and encopresis. Planned Parenthood Association of San Diego County 7/76 - 4/77 Familv Plannins EducatorlCounselor: planning as well as doing counseling with teenagers and their families relating to sex and birth control. .Veterans Administration Hospital, Mental Hygiene Clinic, San Diego, Calif. 9/75 - 5/76 Psvchiatric Social Worker (in training): Performed the function of a psychiatric social worker while in training at the psychiatric clinic and consultation service in this 600+ bed acute care hospital. Conducted individual, couple, family and group psychotherapy. Psvchiatric Social Worker (in training): Worked as a counselor while in training at this inpatient psychiatric hospital which was operating under contract to San Diego County Mental Health. Intake Worker: Conductad intake interviews and was co-leader of a support group while employed by this non-profit psychiatric clinic and training facility. ;ommunity Service Center for the Disabled, San Diego, Calif. ~San Diego Regional Center for the Developmentally Disabled 4/77 - 4/79 Conceived and conducted professional training in areas rela!ed to sexuality and farnil? .Genesee East Health Center, San Diego, Calif. 9/74 - 8/75 10s Angeles Psychiatric Service, Benjamin Rush Center 8/72 - 8/74 Lice n s es . FA em b 2 rs h i p s and D is ti n c t i o n s Licensed by the State of Celifornia as a Clinical Social Worker 11/20/78 (LCS 6335) - San Diego State University: Member of the Field Faculty, School of Social Work (1979-85, 1988, 1992-94), San Diego State University: Guest Lecturer in classes a: the School of Social Work (1984, 1985) University of California, School of Medicine: Guest Lecturer lor their class, 'The Doctor-Patient Relationship,' (1980-1 983) Society for Clinical Social Work: Steering Committee, Education Committee Cochair (1935.1 986), 9 Selected for special training in Sexuality and Disability by the University of California, San Francisco, School 0: Guest professional on KSDO radio 'Mid-Day' show with Laurence Gross (Two shows in 1982) - National Association of Social Workers (NASW): S.D. Council of Private Practitioners; - San Diego Health Council: Board of Directors (1980-82), Treasurer of the Council (1930-81) - Volunteer professional for Parents United of El Cajon (1983-81) - Guest professional on KGTV (Channel 10) 11 o'clock news show (1983) Guest professional on KVSD radio news show about stress, taxes (1987) - Guest professional on KMJC radio ta!k show about stress (1987) - Board Certified in Clinical Social Work by tht National Board of Certified Health Ca:e Providers Granted "Diploma!e in Clinical Social Work' s!atus by the NASW (1 927) - Honored vith a 'Special Act AiVaid' given by the Dept. of the tby for arsisting fzmili?s of military membtrS who seived in 'Operation Desert Storm', the vnr with I!aq (1992) - - Trained by sla:f from the Naval Bureacl of Personnel in Washington, D.C. to be a participant on desigcated teams evaluating Navy Family Service Cenkrs for accreditation (~;~ild~:/id~) Rehabilitation Counseling Program (1981 -82), Counseior Education Program (1981, 1993) Calif. Task Force on Ethics and Peer Review (1983-1984) Madicine, Department of Psychiatry, Sex and Disability Unit (1982) Member, Board of Directors (1979-83). President or the Council (1931-82) in Clinical Social Work (1 937) - Trained and certified in Professional kssaul! Response Training (?ART) (1899) * pari ne:^ lor Heaithy Neighboihoods community-agency colla5ora:iva (Oceanside, C?!ibinia): Selected by the board of directors 0:) to be Vice Chair (20.39) References Available Upon Reques! .. .- Keith D. BoIIer IS14 S. Tremont St., Apt. C Oceanside, CA 92054-53 1 1 (760) 433-4353 0 bjective: Seeking a challenging position developing and supervising youth services. Education: University oJFiorih, Gainesvills, FL Mrrster ofArts, Latin American Studies, 1993 Focus in PoliticaI Science and Secondaq Education Masters Thesis: Bilingual, Spanish “Religion and Politics: A Case Study of Guatemalan Refugees in Indiantown, Florida.” . Florirln Stnte Uitiversig, Tallahassee, FL Bcichelor of Arts, International Affairs, 199 1 0 Emphasis in Political Science Participated in international exchange at the University of Costa Rica Acquired a functional knowledge of the Spanish language Pnh Bench Cotiirnuiiii’y Co!iege, Palm Beach Gardens, FL Associnre ofArrs, 1958 -- Fsperience: North Corrrrty Lifeline, Iiic., Vista, CA Supervisor of Afler School Progrnnts, July 2000 to present Coordinate and develop after school programs Manage, train, and supervise staff Ensure contract compliance CEATRO Program Coordinciror, August 199s to June 2000 Coordinator of ZI transitional housing program for formerly homeless families Intake assessment and eligibility determination Case nianagenient services for participating families .- Pnrtriers for Cliilrlreri rind Fnmilies, Ocala, FL Sipcrvisoi. of Intake Dcpcircment, January 1998 to May 1998 Supervised medical clinic Developed comprehensive treatment plans ’ Staffed new children with treatment team Iritcikc Specicrlisc, April 1997 to January 199s Assessed eligibility for psychiatric services Obtained psycho-social histories Staffed eligible children with psychiatrist and nurse . CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANTEIOME PROGRAM 2004 - 2005 FUNDING PROPOSAL APPLICATION (City of Cnrlsbad Farms Have Been Recreated) ADMINISTRATING AGENCY Name of Agency: North Countv Lifeline, Inc. Address: 200 Michigan Avenue, Vista CA 92084 Federal Tax ID Number: 95-279425 3 PROPOSED PROGIUMRROJECT Title of Progam/Project: Earned Income Tax Credit for Carlsbad Residents Location of ProgramlProject: 200 Michigan Avenue, Vista Ca 92084 110 Copperwood Way. Suite 0. Oceanside, CA 92054 Contact Person: Shirley Cole Telephone: (760) 726-4900 x 243 Requested Funding Amount: $6.260 Brief Description of ProgramlProject _- The EITC Outreach for Carlsbad Residents Program will plan, develop and implement a Carlsbad EITC site that will target low income families, specifically those with incomes below 30% of median income and who do not have the direct resources or the knowledge to apply for this credit. Lifeline will collaborate with organizations that serve these communities, as a way of informing this population of their potential to receive from $376 to $4,140 annually. Lifeline will provide screening to determine initial eligibility for low income working families. Target population will be the Spanish-speaking families, single parent families, families receiving limited public assistance and families with a member who is disabled. These services will be offered through case management and may include financial literacy, banking skills, and low and no cost health insurance options. Families will be provided with other services to help them reach greater self-sufficiency. Long-Term Goals 0 To improve families long term financial situation 0 To work with 10 Carlsbad employers to offer EITC deductions from payroll 0 To encourage all participating families to participate in case management services to meet greater self-sufficiency Objectives 0 To increase the self sufficiency of 40 families and bring $100,000 more dollars into the city of Carlsbad to low income families through EITC 0 To assist 50 families to apply for the income tax credits they are entitled to by Federal law 0 To provide opportunities to 40 families to learn life skills such as maintaining a banking account, ensuring for adequate medical insurance coverage and other skills necessary to be financially literate 1 I. ORGANIZATIONAL ABILITY/CAPACI'IY A. This agency is: NON-PROFIT B. What is the purposdmission of the agency? and community life. To this end, Lifeline addresses the needs of low income families by providing proactive strategies towards greater self-sufficiency. North County Lifeline is dedicated to enhancing the positive quality of individual, family C. How long has this agency been in operation? Please include the date of incorporation. Lifeline began in 1969 and was incorporated in 1973. Lifeline's Coastal office was established in 1988. Lifeline has staff on-site at Valley Middle School and Carlsbad High School. Lifeline provides on-site mental health services to Medi-Cal qualified youth at Jefferson Elementary, Buena Vista Elementary, Valley Middle School and Carlsbad High School in Carlsbad. D. How long has this agency been providing the proposed progradproject? The EITC Outreach will need to begin the first of November, 2004 to be prepared to provide the direct service in time for the tax season to begin January 1,2005. Outreach will continue to be made throughout tax season, April 15,2005. Clients will be scheduled for tax form preparation beginning January 1,2005, and will continue throughout the tax season of April, 2005. informed and apply for EITC, the word will spread. Families will be added to the data base each year to ensure that they continue to receive this credit. Minimal outreach will be needed in subsequent years; therefore the cost can be absorbed with Lifeline's County, State and Federal contracts to serve the poor. for federal tax credits. Now, we intend to outreach to all low income families in Carlsbad and they do not need to be Lifeline clients. This would be a fiee service to receive tax form preparation year after year as a means to ensure the family that they receive the tax credit entitled to them. This funding request is ONE TIME OMLY. Once Carlsbad low income households are In the last few years, Lifeline has informed low income clients of the potential to qualify 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 progradproject and their qualifications and experience implementing such a progradproject (Resumes may also be submitted as Attachment B but not in lieu of a complete response). 0 Shirley Cole, Executive Director has led Lifeline for 22 years. Ensures contract compliance, authorized to legally bind the agency and adhere to all government regulations. 0 Pam Trunell, MSW, Director of Social Services at Lifeline for 15 years has successfully implemented programs specific to the needs of the low income population. She has facilitated many collaborations that require community participation. She has been overseeing the EITC efforts in a very small scale in the past, as the credit pertained to 0 efforts of the team of EITC Specialists. She will ensure successful day-to-day operation, - registered Lifeline clients only. Adoria Luster, Supervisor of Services to the Poor Contract, will supervise all direct 2 monitor the quantity and quality of services provided and address any issue to ensure the accurate tax form completion and acquisition of tax credits. In the past years, Lifeline has contracted successfully for CDBG programs with the cities of Carlsbad, Oceanside, Vista, Poway, Encinitas and Escondido. Lifeline has consistently hlfilled its obligations, programmatically and financially, for these projects. Lifeline ensures cultural competency and sensitivity with all programs. Please refer to the two resumes submitted as Attachment B. G. Please indicate your agency's level of experience with the CDBG/HOME program. CDBG/HOME promam: - No or little experience, up to 1 year of using CDBGMOME funds. - Some experience, 2 to 3 years of using CDBGMOME funds. - Moderate experience, 4 to 5 years of using CDBG/HOME funds. - XX Considerable experience, more than 5 yrs of using CDBGMOME 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? XXX No 11. J3NANCIAL CAPACITY/STABILITY A. Please submit the proposed budget for the progradproject, 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 (2001-2002 and 2002-2003) for the proposed progradproject? Sources of Funding;: CDBG -YES Community Activities - NO Not for the proposed project, CDBG funds were received as below: Amount Received status CDBG/HOME Funds: $5,OOO-General Services (2003) Funds Remaining $5,00O-Y0~th (2003) Funds Remaining $6,600-General Services (2 002) Fully Expended Communi@ Activities: NONE B. Did you receive any federal funds, including CDBG/HOME funding from other cities, last year (July 2002-June 2003)? YES Program Source Amount Received City of Vista $26,838 City of Encinitas $ 6,100 City of Oceanside $24,900 C. Will additional CDBGiHOME funds be required in future years for the project? YES 3 III. BENEFITS & BENEFICIARI%S A. residents? (Please be specific such as direct services to client's home, transportation provided to and from facility, or relation to public transportation.) An EITC tax site will be set up in Carlsbad to be open on Saturdays during the tax season. This will ensure accessibility to all working Carlsbad residents. Weekday and evening appointments will also be made at the convenience of the client and may have tax preparation services provided at the client's home or place of work. .- How accessible or convenient is the proposed progradproject to Carlsbad B. in each of the following ranges: (Percentages should add to 100%; Please see the 2003-2004 Income Limits for the CDBG/HOME Program) 100% of clients are at 30 percent or below of the area median income 0% of clients are between 3 1 and 50 percent of the median income 0% of clients are between 5 1 and 80 percent of the area median income 0% of clients are above 80 percent of the area median income What is the approximate percentage of your clients that have annual family incomes C. progradproject. Include the need or problem to be addressed in relation to Consolidated Plan housing and community development priorities, as well as the population served or the area to be benefited (See Consolidated Plan Priorities.) Lifeline will conduct a massive outreach campaign and arrange for the tax form preparation of low income families that reside in Carlsbad and qualify for earned income tax credits (EITC). EITC is a rebdable tax credit that is distributed to families who work, but earn low wages, hundreds of whom qualify in Carlsbad. This credit has been called the nation's most effective anti-poverty program because it encourages parents to work. It was enacted in 1975 by the Federal Government, however, to this date millions of dollars continue to go unclaimed due to low income families not knowing of this program. Families are eligible to receive fiom a minimum of $376 to a maximum of $4,140 per year, depending on family size and earnings. Based on the 2002 Carlsbad population of 88,013, a staggering amount of $3,168,468 could be put into the economy of where these families live and work. That figure is based on three things: Please describe how low and moderate income persons will benefit from the proposed 0 0 0 10% of the population being low income and eligible for the tax credit 25% of that amount Will apply for the tax credit $1,440 being the average amount received by each applicant Lifeline staff will work diligently to reach out to eligible families, arrange for the free tax form preparation, and file for the credit with the IRS. With the State budget deficit and the potentially detrimental effects these cuts will have on Carlsbad families, this program will bring much needed money to the Carlsbad economy. D. proposed activity and the percentage that are Carlsbad residents. - 50 Households or -1 Persons of which 100% are Carlsbad residents Lifeline staff has participated in an EITC collaborative in 2003 on a small scale focused in Oceanside. This project was able to serve 50 families with an average of $1,440 in tax credits in all of North County. Lifeline proposes to serve 50 Carlsbad families and bring $100,000 into the Carlsbad community. Without the required outreach and education to the many eligible low income working families in Carlsbad, this money would not be accessed. Please indicate the number of clients by household or individuals, benefiting from the 4 Lifeline's EITC Specialist will make contact with housing projects, adult schools, employers, government, community based agencies to inform the entire EITC program. The media will be approached to advertise Lifeline's free service in the English and Spanish papers. Brochures and flyers will be printed and distributed in Engllsh and Spanish. Families will be provided individual, confidential consultation for all the services offered through this program. E. Please specify which special needs populations. (homeless individuals with families, persons with disabilities, persons with substance abuse problems, veterans, farm workers and day laborers, children, etc.) residents, single parent families. Does your agency focus its activities on populations with special needs? YES Low-income individuals and families; homeless or near-homeless; Spanish-speaking IV. IMPLEMENTATION OF ACTMTY rehabilitation, property acquisition, other construction related or new public/community service progradproject as Attachment D. The agency must ensure the expenditure of all CDBG/HOME funds awarded within the last program year. I, the undersigned, do hereby attest that the above information is true and correct to the best of my knowledge. A. Please submit a schedule for implementation of the proposed construction, />-lo -0 3 Title Date Date Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: Eligibility Determination: 5 .- ITEM CDBG OTHER SOURCE Funds Funding Of Other Funds Personnel costs: Program Supervisor -75 FTE @ $20.94hour $ 32,666 County of San Diego 1560 hours x $20.94 = EITC Oceanside Specialist (3 Encinitas/.S Carlsbad) $ 4,575 $ 4,575 CityofEncinitas 7 mo. (30 weeks) @ 20 hrs./wk @ $15.25/hr. = $9150 EITC Vista Specialist $ 9,150 Cityofvista 7 mo. (30 weeks) @, 20 hrs./wk. @, $15.25/hr. EITC Carlsbad and Encinitas Specialist $ 9,150 City of Carlsbad & 7 mo. (30 weeks) @, 20 hrs./wk. @ $15.25/br. Fringe Benefits (.5 Encinitas/.SCarlsbad) @ 18% $ 823 $ 9,997 Cities ofvista, Personnel Subtotal $ 5,398 $ 65,538 Enchitas Carlsbad & Encinitas Attachment ccC” Proposed Budget TOTAL Budget $ 32,665 $ 9,150 $ 9,150 $ 9,150 $ 10,820 $ 70,936 Lifeline General Services Non-Personnel costs: I 1 Carlsbad & EncGtas Carlsbad & Encinitas Program Supplies 30 weeks @ $25 per week $ 375 $ 1,875 Cities of Vista, $ 2,250 -. Mileage reimbursement $ 337 $ 1,680 Cities of Vista, $ 2,017 I Carlsbad & Encinitas I TOTALS 1 $ 6,260 I $ 70,298 I I $ 76,558 I m/@ 300 miles @ .32/mile 6 I Carlsbad&Encinitas I 1 Cell phones $65/mo for 7 months I$ 455 1 Cities of Vista, I $ 455 b I I I 1 I I - Pamela J. Thompson-Trunell ~~ 3762 Costa Del Rey Oceanside, CA 92056 760-612-2141 Objective: 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 & Supervision Project Management Performance Evaluation Problem Solving Developing Teams Contract Compliance Resource Management Report Preparation WORK HISTORY LIFELINE COMMUNITY SERVICES, JULY '88 - SEPT. '96, JAN '00-PRESENT Associate Director/Director of Social Services A dm in is trat ion 0 Implement County Funded Independent Living Skills, Family Self Sufficiency and Family Preservation Support Programs 0 Manage and developed youth and family contracts within the social services component 0 Deliver oral presentations to community organizations 0 Insure social service programs remain fiscally accountable 0 Participate in proposal writing process 0 Facilitate Board of Directors meeting in Executive Director's absence 0 Participate in developing and implementing agency policy Create data base to track complex contract requirements Complete detailed monthly, quarterly and annual reports Assess component needs and established related goals and action plans - Staff Training and Supervision 0 Promote cultural competency of staff, volunteers and interns Develop training programs to meet agency needs Provide supervision and direction to social work interns 0 Evaluate work performance and address individual learning needs Recruit and hire qualified social service staff Project Management 0 Oversee implementation of numerous service contracts Maintain effective working relationships with funding sources, collaborative partners, community based organizations and other agency components Implement and oversee quality assurance activities I 0 0 0 Plan, organize, advertise and facilitate annual community assessment event Organize and oversee operations of inclement weather shelter Develop and carry out activities related to annual staff retreat Direct Service 0 Utilize a strength-based approach to identifying and achieving solutions 0 Provide individual and family counseling services 0 Serve as an advocate when client's efforts were unsuccesskl 0 Effective in crisis intervention and emergency services 0 Experienced in assessing family needs, goal setting and case management services 0 Effectively link families to a wide variety of community resources LIFELINE COMMUNITY SERVICES, AUG. '97-MAY '99 Supervisor of Student Interns 0 0 0 Evaluated work performance Coordinated training programs to meet agency needs Provided supervision and direction to social work interns Met educational and policy requirements of the School of Social Work and NAS W Identified and addressed individual learning needs I PALOMAR COMMUNITY COLLEGE, AUGUST '94 - MAY '01 Adjunct Faculty TeachindStudent Advisement 0 0 0 0 Taught two core courses in the Psychological and Social Services Certificate Program Administered exams to evaluate student learning Advised students on sequencing of courses for certificate program Counseled students on effective study skills Nurtured relationships with community organizations which host student volunteers EDUCATION 0 0 0 0 Masters degree in Social Work from San Diego State University, San Diego, CA., 1987 Bachelors of Arts degree in Social Work from Delaware State College, Dover, DE., 1982 Certificate in Professional Studies in Individual Psychology, Americas Institute of Adlerian Studies, LTD. (1991) National Coalition Building Institute Certified Trainer (Prejudice reduction trainer) MEMBERSHIPS 0 National Association of Social Workers PROFESSIONAL REFERENCES Supplied upon request ADORIA LUSTER 0 B JE CTIVE Program Management EXPERIENCE ~ 1996-current North County Lifeline Oceanside, CA Fmib Dtoelopment Progra~n Supervisor I Responsible for multiple contract compliance and reporting. I Responsible for direct supervision of 11 staff io 2 locations. I Oversight of subcontracting agency contract coropliancc. n Participation in management team and facilitation of site supervision coordination. I Development and knplcmeatation of Vatious . cofdmunit)- wo&hops (Varying with commuaity needs and social economic trends) I Development of FSS Nehvorhg collaborative for Noah County area. I Oversight of Fmancial Literacy /EI.rC workshop facilitation. I Ovasig!at of collaboration & outreach efforts. 1994-1996 North County Lifeline vista, CA ' . Volmtecr Coora!itrafor m Coordination of al agency public relations I Suphion of office staff and volunteers. m Coordination of 150 volunteer roster. I Responsible for the recruitment, retention and recognition of all agency volunteer staf€ a Responsible fa contract reporting. 1982-1994 Genesis Ministries International Oceanside, CA I Supervision of G House Managers. a Management of all A/P and A/R accounts, I Responsible of operation and maintenancq of all sheltedhouses. . e. Sbelter Dhector/Adm+ima#or . I Location and securing of funding. .. -- EDUCATION - * 1985-1989 ChapelHill Spohe, WA I Ordination/Licensing. INTERESTS ~ ~- Little League Board Member, Spinal Bihda Membership, Booster hIember .- REFERENCES ~ - Available upon request. CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM 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 required Attachments A through C as listed in the Checklist of Required Documents. Ten copies of the completed application package, including attachments, must be submitted prior to December 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B, Carlsbad. CA 92008. ADMINISTRATING AGENCY Name of Agency: MAAC Project Address: 22 W. 35th St., National City, CA 91950 Federal Tax ID Number: 95-2457354 PROPOSED PROGRAM/PROJECT Title of Program/Project: Laurel Tree Youth Leaders - Contact Person: Kelly LUP~O Telephone No.: [ 760 1 929-8723 Requested Funding Amount: $ 1 5, Q~Q Brief Description of Program/Project (Describe the work to be performed, including the activities to be undertaken or the services to be provided, the goals and objectives of the program/project, etc.): please see following attached pages MAAC Project brings together a 35-year successful history of social service provision with a committed and dedicated professional staff serving the low- income communities of San Diego County. MAAC has reached over one million clients --- 20,000 unduplicated clients just this past year- and continues to assist low-income families in achieving a higher level of self-sufficiency. MAAC Project operates Head Start and First Start infant and pre-school programs, a Driving Under the Influence educational program, two residential recovery hones, and career and consimer education programs. Over the past decade MAAC Project's Housing and Community Development Division has created 700 units of low-income multi-family rental units in four San Diego County communities. MAAC Project is committed to providing safe, decent housing and quality property management MAAC Project couples its housing development approach with a comprehensive community deveiopment strategy. The Community Development program focuses on building resident leadership skills, building a bridge to self-sufficiency, providing youth programs, and developing community technology centers at each of our properties Laurel Tree Apartments is a MAAC Project affordable housing community located in Southwest Carlsbad. Laurel Tree is home to A 38 tow-income families of diverse ethnic backgrounds (30% Latino, 40% Anglo, 20% African American, 10% other (Middle Eastern, Asian, African)). All of the families earn 50% or less of the Area Median Income yet are located in a neighborhood where median home values are well over $300,000. While this project affords its residents important opportunities to access good schools, better jobs and safe neighborhoods, we recognize that along with the enhanced opportunities come challenges for the youth and famities residing at Latirel Tree. - The residents of Laurel Tree are not within walking distance to youth programs, recreation centers, libraries and other recreational, cultural and social activities. Both parents and youth alike have often complained about the sense of boredom and isolation for the families here, the effects of which are felt most by the young people at Laurel Tree. Opportunities to access extra curricular activities are limited due to family financial status and lack of adequate transportation. Most opportunities easily accessed by others in the local community are beyond the reach of Laurel Tree families. Lowincome youth residing in high-income neighborhoods benefit most from educational and cultural opportunities when provided with program to enhance self-esteem and improve academic and leadership abilities. Children and youth living at Laurel Tree typically take part in arts and recreation activities less often than other childrer; in the mmxunity and are less likely or unable to afford extracurricular activities. Arts and recreation activities represent a key element in thz social development of all children and youth. Participation in sport, artistic and cultural activities can strengthen a sense of pride and achievement, contributing to increased self-esteem and fosters a sense of belonging to the larger community. The Laurel Tree Youth Leaders is an after school program currently in operation in collaboration with Greater San Diego After School AI! Stars(formerly Greater San Diego Inner City Games) for youth at Laurel Tree Apartments. MAAC Project has partnered with The Greater San After School All Stars in the development and operation of after school youth programming at Laurel Tree. Laurel Tree Youfh Leaders benefits greatly from collaboration with the After School All Stars in terms of program development, activities and incentives at Laurel Tree. The Greater San Diego After School All Stars operates an extensive network of guest speakers, sports coaches and volunteers, as well as maintaining strong relationships with locat collegiste and professional sports organizations. The Laurel Tree Youth Leaders program focuses on creating opportunities to develop positive youth potential. The goals of the program are to promote high academic and behavioral standards and cultivate productive links between youth and family beyond Laurel Tree via extracurricular and cultural activities that extend to the greater diversity of the community through field trips. Cultural and recreation programs improve the chances of disadvantaged youth and reduce the prevalence of antisocial behavior, substance abuse, low achievement at school and school drop-out. Studies have linked family cohesiveness with leisure and recreation opportunities. Implementing a field trip component offers an opportunity to develop skills and gain experience that would otherwise be inaccessible to the families residing at Laurel Tree. The objectives of the after school program are to: I. Improve youth participants’ academic standing. 2. Improve the physical fitness of youth participants. 3. Improve youth participant’s self-esteem. 4. Involve youth participants in community service. 5. Develop youth participants’ leadership abilities. 6. Encourage parent involvement in youth programming and education. We respectfully request the City of Carlsbad fund MAAC Project‘s Youth Leaders Program in the amount of $15,000 to off set the cost of staffing transportation, supplies and admission to cultural and arts activities for youth participants and their families and to increase the operation of the program. Funds, if granted, will be used to provide the families and almost 250 youth (I 74 of school age) with access to recreation, sport, social and cultural enrichment activities such as trips to the, the Rancho Vista Adobe, Baiboa Park, Quail Botanical Gardens, the tidepools at Del Mar, Escondido Center for the Arts, baseball, football and Page 3 of 4 hockey games, Legoland, San Diego Zoo and Wild Animal Park, the Stephen Birch Aquarium, live performances, as well as local colleges and businesses. Parents will play an active role in planning and selecting activities and are encouraged to become involved by accompanying their children on field trips. Families also receive monthly newsletters from community development staff informing them of upcoming activities. Activities will center around a theme developed by youth participants, parents and staff. Families from Wakeland Housing and Development Corporation’s Vista Las Flores, 28 units of affordable housing adjacent to Laurel Tree, are encouraged to participate in activities planned for the residents of Laurel Tree. Wakeland has been very supportive in MAAC’s efforts to develop programs for youth and families, as there are few local resources in the area offering organized activities for youth and support for families. Page 4 of 4 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 2 - I. ORGANIZATIONAL ABILITY/CAPACITY A. This agency is: Q 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? The mission of MAAC Project is to promote self-sufficiency for low and moderate-income families and communities of southern Cal- ifornia through advocacy for, and delivery of social, educational, housing, and employment services C. How long has this agency been in operation? incorPoration7 MAAC Project has been in operation since July Please include the date of of 1965 and was incorporated in 1968. D. How long has this agency been providing the proposed program/project? MAAC Project operates an afterschool program at each of their properties. Services began in 2000. Laurel Tree program began in 2001 with a formalized afterschool program beginning 1/03. 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 an optional Attachment B but not in lieu of a complete response.) Kelly Lupro, Community Development Specialist, has over 10 years experience in youth programming and program management. Melissa Myers, afterschool program leader, has several years experince teaching and working with youth. G. Please indicate your agency's level of experience with the CDBG/HOME program. CDBG/HOME Drouram: 0 0 XI 0 No or little experience, up to 1 year of using CDBG/HOME funds. Some experience, 2 to 3 years of using CDBGIHOME funds. Moderate experience, 4 to 5 years of using CDBG/HOME funds. Considerable experience, more than 5 years of using CDBG/HOME funds. (Word: \APPLICATION) Revised: I 1/6/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application _A 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 agenc y/organization? 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 overall proposed budget. 8. Did you receive any of the following sources of funding from the City of Carlsbad within the last two years (2001-2002 and 2002-2003) for the proposed program/project? Sources of Funding CDBG Community Activities (General Fund monies) - No - Yes 0 Ea 0 If yes, please indicate amount and status of previously awarded funds (fully expended, funds remaining, program/project discontinued). Amount Received Status CDBG/HOME funds $5,000(02-03) fully expended Community Activities $5,000(03-04) funding yr. in progress B. Did you receive any federal funds, including CDBG/HOME funding from other cities, last year (July 2002 - June 2003)? 9r 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? 0 No C3 Yes (Word: \APPLICATION) Revised: 11/6/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application ~ Page4 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.) Program is 100% accessible to residents at Laurel Tree Aprtments and neighboring Vista Las Flores, Services are offered on site. 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 2003-2004 Income Limits for the CDBG/HOME Program) ? r~- % 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 prograrn/project. Include the need or problem to be addressed in relation to Consolidated Pian housing and community development priorities, as well as the population to be served or the area to be benefited. (See Consolidated Plan Priorities) Residents at Laurel Tree do not have access to other afterschool programs through lack of transporta- tion and prohibitive costs. Many Laurel Tree resident families are headed by single parents. 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 a Persons of which -% are Carlsbad residents E. Does your agency focus its activities on populations with special needs? 0 No R Yes (Please specify) chi1 ren, families, sj..nq!.e paren Please specify which special needs populations. &orneless individuals/families, Persons with disabilities, Persons with substance abuse problems, Veterans, Farm workers & day laborers, Elderly, Children, etc.) (Word:\AF’PUCATION) Revised: I 1/6/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application I 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 pubWcommunity 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 Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: Eligibility Determination: - (Word: \APPLICATION) Revised: 1 1/6/03 /- rc I I CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM FUNDING PROPOSAL APPLICATION - 2004- 2005 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 required Attachments A through C as listed in the Checklist of Required Documents. Ten copies of the completed application package, including attachments, must be submitted prior to December 13th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B, Carlsbad, CA 92008. ADMINISTRATING AGENCY Name of Agency: Meals-on-Wheels Greater San Dieno. Inc. Address: 2254 San Diego Avenue. Suite 200. San Dieno. CA 921 10-2944 Federal Tax ID Number: 95-2660509 PROPOSED PROGRAM/PROJECT I Title of Program/Project: Meals for low-income seniors in Carlsbad Location of Program/Project: Carlsbad Con tact Person: Doug Dawson. Director ofDevelopment Telephone No.: ( 619 260-61 10 Requested Funding Amount: $ 6,000.00 Brief Description of Program/Project (Describe the work to be performed, including the activities to be undertaken or the services to be provided, the goals and objectives of the program/project, etc.) : This proposal addresses the specific needs of underserved, low-income seniors in Carlsbad. Meals-on-Wheels continues to deliver two meals a day to approximately 50 residents of Carlsbad. A high percentage of clients served in this area fall within the HUD Guidelines for Low Income. They qualified for a reduced fee based on a self-declared means test and were designated as economically disadvantaged. Current economic pressures have increasingly challenged the seniors we serve. Rising housing and energy costs in addition to exorbitant prescription charges have impacted their already limited income. Meals-on-Wheels charges a maximum of $5.50 per day for meals delivered to senior’s homes. However, fees are based on a client’s ability to pay. The actual cost to our agency for two meals is $10.73. The funding provided by the City of Carlsbad will subsidize 1,147 meals for low-income seniors in Carlsbad. City of Carlsbad 2003-2004 CDBG/HOME Funding Application Page 2 - 1. ORGANIZATIONAL ABILITY/CAPACITY A. This agency is: Ed Non-profit 0 For-profit 0 Local public agency 0 State public agency 0 Other (Please specify.) 8. What is the purpose/mission of the agency? Our mission is to help seniors remain independent in the security of their own homes. Our clients are among the most vulnerable of all San Diegans. Meals-on-Wheels is serving 3,359 unduplicated clients and 653,544 meals a year. Volunteers deliver two meals a day to senior's homes, throughout San Diego County. The meals are nutritionally balanced and meet two-thirds of the Recommended Daily Allowances. Meals-on-Wheels is the only agency in San Diego that delivers two special-diet meals a day, seven days a week. Diabetic, low-fadlow-sodium, gastric soft and mechanical soft plates are ail available. Staff counselors assess each new client before service begins and every six months thereafter to determine the nutritional and daily living needs. C. How long has this agency been in operation? incorpora tion? Please include the date of Meals-on-Wheels has been delivering meals to local seniors for over 40 years, and incorporated in 1970. D. How long has this agency been providing the proposed program/project? Meals-on-Wheels has been providing the proposed program for over 40 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.) Dr. Roger Bailey, PresidentCEO . Charlie Fleishrnan, Services Director Ellen Baron, North County Division Manager G. Please indicate your agency's level of experience with the CDBG/HOME prog ra m . C DBG/H OME Droaram: 0 0 17 w No or little experience, up to 1 year of using CDBG/HOME funds. Some experience, 2 to 3 years of using CDBG/HOME funds. Moderate experience, 4 to 5 years of using CDBG/HOME funds. Considerable experience, more than 5 years of using CDBG/HOME funds. City of Carlsbad 2003-2004 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/orga niza tion? c9 No 0 Yes If yes, please explain nature of finding(s) and how finding(s) has been addressed by your organization. II. FINANCIAL CAPACITY/STABILITY A. Please submit the proposed budget for the program/project, itemizing revenues and expenses, to this application as Attachment C. Indicate how the requested CDBG/HOME funds would relate to the overall proposed budget. B. Did you receive any of the following sources of funding from the City of Carlsbad within the last two years (2001-2002 and 2002-2003) for the proposed program/project ? Sources of Fundina CDBG Community Activities (General Fund monies) - No - Yes a B 0 If yes, please indicate amount and status of previously awarded funds (fully expended, funds remaining, program/project discontinued). Amount Received Status $5,000.00 2002-2003 program in progress CDBG/HOME funds $5,000.00 200 1-2002 fully expended Community Activities NA B. Did you receive any federal funds, including CDBG/HOME funding from other cities, last year (July 2002 - June 2003)? 0 No Yes (Please list funds below.) Proaram Source CDBG Escondido CDBG Santee CDBG La Mesa CDBG Encinitas CDBG Chula Vista CDBG San Diego Amount Received $15,000 $1 1,500 $9,600 $10,150 $10,000 $20,000 C. Will additional CDBG/HOME funds be required in future years for the project? 0 No B Yes City of Carlsbad 2003-2004 CDBG/HOME Funding Application Page 4 111. 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 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 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) Debilitating conditions or injuries prevent many seniors from adequately meeting their own nutritional needs. Improper nutrition is a factor in longer recovery times, reduced effectiveness of medications and increased risks of complications arising from illness and injury. By providing consistently delivered, nutritionally balanced meals, Meals-on-Wheels provides the proper nutrition that is a mitigating factor in helping seniors cope with health related problems. 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 50 Persons of which 100 % are Carlsbad residents E. Does your agency focus its activities on populations with special needs? CI 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.) Homebound Elderly City of Carlsbad 2003-2004 CDBG/HOME Funding Application Page 5 - IV. IMPLEMENTATION OF ACTIVITY A. Please submit a schedule for imp!ementation 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. Presiden t/C EO Title Ir Y - Date Date Received: Date Reviewed: Staff Person Completing Review: I National Objective: Local Objective: Eligibility Determination: BOARD OF TRUSTEES OFFICERS Chair of the Board George E. Olmstead Wice-Chair of the Board Neil A Larson Committee Chairs Andrew J. Andow Dr. Donald G. Ramras Candace Satterlee Kenneth R. Williams Hon. Margie G. Woods Treasurer Kenneth R. Williams Secretary Ida W. Ford Trustees Daralyne Baddour John Hermann Gary A. Grarnling Bonnie G. Hage Marcia Jackson Nancy Kronemyer Joy Ledford Karen Morse Mary A. Page Michael J. Seiber Amy Spielman Cynthia L. Stratton Christine Wichard STAFF President/ CEO Dr. Roger Bailey Director of Development E. Douglas Dawson Director of Services Charlie Fleishrnan Meals-on-Wheels Project CARE ElderCare Counseling Meals-on-Wheels Center ?54 San Diego Ave., Suite 200 San Diego, CA 921 10-2944 www.meals-on-wheels.org E-mail: mow@meals-on-wheels.org ”.-. (61 9) 260-61 10 Fax: (61 9) 260-6373 To Whom It May Concern: The undersigned is the elected Chair of the Board of Trustees of Meals-on-Wheels Greater San Diego, Inc. Section 7(A) of Article V of the Bylaws of the corporation stipulates “The PresidentKEO shall ... (5) carry the designation as the Agency Chief Executive for purposes of entering into contracts and executing other legal documents on behalfof the Agency, us authorized by the Board of Trustees: _.. ”. Dr. Roger Bailey is currently employed as the Agency’s President/CEO. Confirmed: September 10,2003 Chair,Board of Trustees Have you remembered Meals-on- Wheels in your will? - ~- MEALS-ON-WHEELS GREATER SAN DIEGO, INC. BOARD OF TRUSTEES 2003 - 2004 EXECUTIVE COMMITTEE George E. Olmstead, Chair of the Board; Attorney, Olmstead, Cramer & Pizzuto, A Law Corporation Neil Larson, MA, Vice-Chair of the Board; President, Architects I Larson I Carpenter Kenneth R Williams, Chair - Administration; Retired President, Chief Operating Officer, Jack in the Box, Inc. Andy J. Andow, Chair - Program; Commercial Relationship Manager, Wells Fargo Candace Satterlee, Chair - Resource Development; Entrepreneur & Real Estate Developer Donald G. Ramras, MD, Chair - Personnel; Retired County Public Health Officer Margie G. Woods, Chair -Board Development; San Djego County Superior Court Judge Ida W. Ford, Secretary; Retired Administrator, Teacher & Consultant MEMBERS AT LARGE Daralyne Baddour, Certified Public Accountant Gary A. Gramling, President, Gramling Construction Co. Bonnie G. Hage, Philanthropist John Hermann, Retired Real Estate Appraiser Marcia Jackson, Chief Strategic Planning Officer , Palomar Pomerado Health Nancy Kronemyer, President, Caltex Property Management Co., Inc. Joy Ledford, Philanthropist Karen Morse, Retired R.P.h. Mary A. Page, Sole Proprietor, Mary Page Appraisal Services Michael Seiber, Senior Vice President, Flocke & Avoyer Commercial Real Estate Cynthia L. Stratton, ESQ, Joe B. Cordileone & Associates Christine Wichard, Retired CIO-Hometown Buffet, Inc. I Amy Spielman, Philanthropist I >- ROGER c. WILEY, Ph.D. 25553 Ocean Front VJaik San Diego CA 32103 57 3-488-7887 Hone 37 9-256-51 i 0 ofj=jre 2 20 F ES s I o N A L GO a L ED u CA Ti0 N A D D I TI 0 N4 L J 0 2- ;3, E LA TED S KI L i S Charles W. FIeirhman 9868 Rimpark Way San Diego, CA 92124 Skilled Coordinator with expertise in general management, supervision, program deyeiopment and staff deveiopment. Pro.i:en success in conceiving) designing, developing and implementing programs. A creative, energetic and motivated manager iyho is people oriented and able to develop posithe working relationships with both employees and clients. General Management and Supervision, Planning and Program Development, Network Development, Adrnin istrztive Planning, Budgeting, Policies and Procedures, Staff Development, Team Building, Trzining, Communication and Grant l?riting. SELECTED ACHIEVEMENTS rc- 1ROVIDED LEADERSKU?: Assumed program management and pio.i?ided consistent Ieadership to improve operations. Stabiiized staff team, dweioped and implemented consistent procedures, probiem soived to improve dziIy operations, established gozis 2nd espectztions and foilowed through to achieve rzsults. In the first year, the program met or exceeded all of its established serc-ice deiivery goals. CREATED KEW- PROGRA-M: Developed program srructu re, recruited, hired and trained staff, negotiated working agreernenfs xith gouxnmentai agencies, and impIemenxed program operations. Coordinated the creation of policies and procedures, job descriptiocs, operational plans and organizational structure. In three years, the program doubled in size and earned oyer $2.4 million in cost of care fees for the parent agency. IMPROVED CLIEXT SUPlDO2T: Assessed the fieeds of the client and responded bj; proyiding timely information to key indi.i-iduals. Performed as liaison beh een the agency and the client; coordinating plans, soiving ;,roSlerns, and ensuring service deli~erg.. Vi’ithin 18 months, a-i-erage referral bzse increzsed bj 90%. DIRE.CTED NEW PROGKAM: Provided leadership for 5rst three years of new prograin:s operation. Created progran philosophy 2nd identity: provided ongoing training and staff deveiopment and actively promoted the program Fith key go~~ni-nment of5ci21s 2nd the geceral public. Fgr the 5isf three ye21-s ofoperation, ihe prcgran prodticed a 55%, success rzfe zcc! xm 22ti~zaIIy recogiized by eaxiiig the Take Iride in -4msrica .4,~2rd, - c DEVELOPED COMMUNITY BASED RECOVERY SCPPORT PROGRAMS: Hired faciIitators. developed hlenorandnms of Understanding, instituted a family based support and education program in local hich schools. Planned, organized and conducted Communiq- -4.iz-a:eness Seminars to promote program 2nd raise av-arenes?. Program ‘ii as recognized 5)- the San Diego Prex-enfion Cgalirion. P R 0 FES SI0 YAL EXP ERIESCE MeaIs-on-TYhee!s Greater San Diego: hc. S ervi ce s Direct o r Division hfznager, Metro Division PARTS San Diego, Chief Operating Officer Arizoaa Eoj’s Ranch, Phoenix, -4:izona Community Services Coordinator Program Director Director of Programs Program Director Oace Worker - 7-. 1 v~hge Inn Pizza Parlors, Inc., Manager 2000-Present 2001-Presen t 2000-20@1 1998-2@@ 0 1981-1998 1992-1998 1989-1992 1987- 19s9 1984-1987 19 8 1 - 1984 197.3-1975 Currently serve on the i3oard or”Gire,cto;s for the San Diego Councif on 4.ging. -4rizona State University Tempe, Arizona ZociaI %'ark, 1981 I- Attachment C MEALS-ON-WHEELS CARLSBAD Proposed Budget 2004-2005 MeaJs-on-Wheels Carlsbad Expenses Cost of delivering 36,500 meals (50 clientdday, two mealdday, $4.29/meaI, daily service) $156,585.00 $156,585.00 Meals-on-Wheels Carlsbad Revenue Client fees ( @$5.5O/day) Private donations *CDBG Carlsbad $100,375.00 5 1,2 10.00 5,000 .OO $156,585.00 *All CDBG income is used to purchase meals. CtlY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM FUNDING PROPOSAL APPUCATlON The following information must be completed by each petson/agency/organion interested in being considered for CDWHOME funding. AI information requested be provided or the application will be considered incomplete and will not be fwttrer evaluated for fundlng consideration. Please type or print clearly. Attach additional sheets or information as necessary. The appflcotfon must not exceed a total of fifteen (15) pages, Including required Attachments A through C as listed in the Checklist of Required Documents. Ten coples of the completed application package, including attachments, must ba'submitted prior to December 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B, Carlsbad, CA 92008. Tri-City Hospitall Foundation ADMlNlSTRAnNG AGENCY Name of Agency: Address: Oceanside, CA 92056 4002 Vista Way Federal Tax ID Number: 956131483 PROPOSED PROGRAM/PROJECT North County Child Study Center - Title of Program/Project: Location of ProgramProject: 6949 El Carnino Real, Suite 201, Carlsbad, 92009 Telephone No.: (760) 940-3597 Judith Winter Contact Person:- 15,000 Requested Funding Amount $ Brief Description of Program/Project (Describe the work to be performed, including the activities to be undertaken or the services to be provided, the goals and objectives of the program/project, etc.): The North Gunty Qild Study center, a component 6f Tri-City Medical center, is the only center of its kind in NoahCountydesignedto~~~md~~age;2-18uith~ hdmixddW&&.This includes but is not limited to: Attention Deficit Disorder, Autism, Asperger Disorder, Bipolar Disorder, Mental Retadation, Tourette Disorder, and Oppositional Defiant Disorder. The North County Child Study Center is a social services progm that provides self-improvement for children and education for adults. Treatment includes psychological, social, speech, physical, and occupational therapies for children and education, mining and support for families. The Center works in consultation with pediatricians, schools, and community agencies. (Continued on next page) +scription of Program Continued: - Jthough the North County Child Study Center treats all childhood developmental challenges, a krge proportion of cases are children with Attention DeficidHypemctivity Disorder (ADHD) - the most common learning and behavior problem in children today. The treatment of ADHD, especiallythe use of pharmaceuticals, remains controversial and thus makes correct diagnosis vidy important. It is estimated that 5- 12% of American children suffer from ADHD. A child with ADHD may have symptoms such as not being able to sit sull, strugghg in school, trouble focusing, and trouble inhibiting behavior. Yet 30% of children with ADHD are not hyperactive. Normal children, or children with different disorders, can also exhibit these behaviors. Therefore, an expert and accurate diagnosis is essential. If left untreated, these disorders can take a tremendous toll on a child's life. Personal failures result in low self- esteem Research shows that without proper treatment, children are more likely to drop out of school, have substance abuse problems, or experience interpersonal difficulties. Pediatricians traditionally have not easily addressed these types of problems, since developmental and behavioral disorders are nct dy mmw azwa Zag@ cf'tzke. They are chronic conditions, often lasting into adulthood, which have a profound impact on academic, psychological, vocational, and personal success. bta reqUi?t: Education, training, and support for parents are critical to ensure the optimum outcome for each child. Although studies have shown that environmental factors, such as poor parenting;do not cause these childhood disorders, they may exacerbate the symptoms. Expert staff at the North County Child Study Center help parents to (1) understand the causes of inappropriate behavior (2) learn and practice techniques that will increase compliance (3) manage and improve the child's behavior at home, in school, and in public (4) access appropriate services. Staff - also conduct educational seminars for the general public and the professional communities. fie Center's mission is to serve all children who may need assistance regardless of ethnicity or economic status. Bi-hflbi-culd staff provide culturallyrelevant services and materials in Spanish. Fees are on a sliding scale. CDBG funds will be used specifically for children from Carlsbad from low-moderate income families. Goals of the project are to: 1. Assess, diagnosis and treat at least 30-35 low income children fiom Carlsbad with behavioral andor developmental disorders. 2. Enhance awareness and education of developmental and behavioral disorders for at least 50 low to moderate- income Carlsbad parents. Objectives 1. Increased social-functioning levels, self-awareness and self-esteem for children: 0 Happier Positive interaction with peerdadults 0 Inhibition of inappropriate behaviors 0 Greater participation in social activities Reduced delinquency and substance abuse 2. Enriched educational experience and improved academic performance 0 Better focused in school - Improvement in grades 0 0 0 More participation in the classroom Less disruptive behavior in school Better able to sit still 3. Improved family functioning: Less disruptive behavior at home More successful family interactions Improvement of parental management skills _.- 4. Improved parental awareness and understanding of developmental disorders 0 Recognition of what is normal and what is not a Better understanding of roles of heredity and environment 5. Reduced barriers for obtaining treatment Transportation provided when needed. Financial assistance provided Cultural and linguistically relevant services for Hispanic Carlsbad residents Activities 1. Assess and diagnose 30-35 Carlsbad children who are referred through schools, pediatricians, or parents. The Center DirectorPsychologist will conduct the assessments and will work with the families to develop a treatment plan. 2. Provide case management and multi-disciplinary intervention for low-income Carlsbad children and their families. A case manager will be available for nowEnglish speaking Latino families and will conduct home visits, coordinate respite care, and address other barriers to treatment. Depending on the diagnosis and treatment plan, staff will facilitate the following services: social skills training; individual therapy; group -therapy; speech and language therapy; occupational therapy; physical therapy; medication management; and individual training will be offered for caregivers and families. Transportation assistance will consist of travel vouchers for bus, taxi, or Tri-City Medical Center’s Medical Transport Program. When necessary, children will be referred for mental health or other necessary services. sychological and psychiatric treatment. Educational sessions, parenting classes, support groups, and 3. Demonstrate decrease in dysfunction and disorders among 70 percent of Carlsbad children. Since these disorders are often lifetime conditions, presenting symptoms will be reduced. For example, a child with ADHD will be less disruptive and aggressive in school; shehe will also sit still at her/his desk for longer periods of time. A child with Asperger’s Disorder will exhibit improved social functioning. 4. Ensure an improvement in social functioning levels, self-esteem, academic success, and school readiness among 70 percent of children. Children participating in the program will interact more successfully with peers, parents, and adults in school 6r at home. 5. Demonstrate improved parenting skills and family functioning among 80 percent of parents and caregivers. Parenting classes will discuss effective management techniques for behavioral disorders, importance of repetition, and communication skills. 6. Conduct at least two public educational presentations in Carlsbad. Expected attendance 50-75. Educational workshops will be held about specific disorders, ways of recognizing abnormalities and options for diagnosis and treatment. Announcements will be sent to the Carlsbad Community and distributed through - local community clinics. Cffy of carlsbad 2001 -2003 CDBG/HOME Funding Application - Page 2 1. ORGANlZATJONAL ABIUTY/CAPACTP/ 0 For-proflt 0 Local public agency 17 State public agency 0 Other (Please specify.) What is the purpose/mission of the agency? B. The mission of Tri- City Hospital Foundation is to improve the health and well being of citizens in North San Diego countythrough generating funds to support the services and programs of Tn-Gty Medical Center, inclucLng the North County Child Study Center. The purpose of the North County Chdd Study Center is to improve the functioning of chilkn with developmental, behavioral, and learning disorders so they may reach their West potential. C. How long has this agency been in operation?) Please include the date of Incorpordon? Tri-City Hospital Foundation was incorporated in 1964. Tri-CiqMedical Center was founded add incorporated ir 1961. D. How long has this agency been providing the proposed program/projecl? .- The Child Study Center has been in operation since 2001. E. F. Please submit an organizational chart for the agency as Attachment A Please describe the agency's existing staff positions directly responsible for the proposed program/project and their qualifications and experience In implementing such a program/project. (Resumes may also be submitted as an optional Attachment B but not in lieu of a complete response.) Dr. Alice Wioff, clinical Director of the North county~d Sdy Center, has more than 23 years of relevant experience with a Doctorate Degree in Psychology and a Post-Doctoral Mister of Science in clzinical Psyhopharmacology. Before coming to Wornia, she practiced at the child Study Center in Fort Worth, Texas for 22 years. Robert Rim directs the pmgmm, an outreach program for Latino dildren with developmend disorders. Robert, do is bi-culxural and bi-hngd, has had more than 20 years experience mrkmg within the Hispanic community. Consultants fromthe National Latino Resource Center will enrich the cxdtuml competehzy of No& Countychild Study staff and help evaluate progress. G. Please indicate your agency's level of experience with the CDBG/HOME 1 program. CDBG/HOME moaram: pd U' 0 No or Imle experience, up to 1 year of using CDBG/HOME funds. Some experlence. 2 to 3 years of using CDBG/HOME funds. Moderate experience, 4 to 5 years of uslng CDBG/HOME funds. Considerable experience, more than 5 years of using CDBG/HOME funds. Clty Of Carfsbad 2001 -2003 CDBG/HOME Funding Application I- Page 3 H. If you have received federal funds, inciudlng CDBG/HOME funds, In previous years, have program violation findings ever been made against your agency/organization? M No Yes If yes, please explain nature of finding@) and how findingcs) has been addressed by your organization. II. FINANCIAL CAPACITY/STABIUP/ A. Please submit the proposed budget for the prograrn/project, itemiring 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 Clty of Carlsbad within the last two years (2001-2002 and 2002-2003) for the proposed program/project? Sources of Funding CDBG Community Activities (General Fund monies) - No - Yes I3 fl If yes, please i,ndlcate amount and status of previously awarded funds (fully expended, funds remaining, program/project discontinued). Amount Received Status CDBG/HOME funds LLIY spend ed Community Activities 3 7t sao 1 B. Did you receive any federal fuhds, including CDBG/HOME funding from other cities, last year (July 2002 - June 2003)? H 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? M No 0 Yes City of Carlsbad 2001 -2003 CDEWHOME Funding Appllcafion - Page 4 111. BENEFITS & BENEFICIARIES .- A. How accessible or convenient is the proposed program/pra,xt to Carlsbad residents? (Please be specific such as direct services to client’s home, transportation provided to and from facllfty, or relation to public transpoflatfon.) The North County Qild Study Center is located in Carlsbad on a bus line in the shopping center at Alga and El camino Red If needed, transportation (bus, taxi vouchers) Wiu be provided from the client’s home to and from the Center. Mm$xm., the Latino Omeach Program at the Center includes home visits if necessary. 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 2003-2004 Income Limits for the CDBG/HOME Program) /I % of clients are at 30 percent or below of the area median income 7 % 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 W /CY C. Please describe how low and moderate income persons will benefft 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 children and families from %bad will be provided scholarships for services through your grant. Diagnosis and treatment for children’s developmental disorders are expensive and usually not covered by private and public insumme. Pediatricians and general medical practitioners are usually not equipped to provide the expert and long-term care needed. The North County Child Study Center is the only facility of its kind in Carlsbad offering comprehensive services to improve self ammss, seif-esteem and outcomes of developmentally challenged children. As such, it fits the Consolidated Funding Plan Social Services Priority for children (healthcare, self-improvement) and adults (educational programs about developmental issues). D. Please indicate the number ofslients, by households or individuals, benefiting from the proposed activity and $e percentage that are Carlsbad residents. a 4 - 3s Households or Persons of which 8 % are Carlsbad residents E. Does your agency focus its activies on populations with special needs? 0 No Ed Yes please specify) Please specify which special needs populations. (Homeless individuak/familles, Persons wfth disabilities, Persons with substance abuse problems. Veterans, Farm workers & day laborers, Elderly, Children, etc.) -_ The North County child Study Center focuses its activities on children 2-18 years of age with developmental, behavioral, and harning disorders. Clty of Carlsbad 2001 -2003 CDBG/HOME Funding Application I Page 5 IV. IMPLEMENTATION OF ACTIVITY A. Please submit a schedule for implementdon 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 wlthin 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: c Eligibility Determination: I 1 I f't. : I I ~~ 1 I I I I I I I I I I I t I I I I I I I d., 1 F .. J - I I EDUCATION: MS PhD MA MS BS ALICE R. WEDENHOFF, PhD Clinical Psychologist North County Child Study Center Tri-City Medical Center 6949 El Camino Real, Suite 201 Carlsbad, CA 92009 (760) 603-7770 California School of Professional Psychology (200 1) Alameda, California Major: Post-Doctoral Master's in Clinical Psychopharmacology Texas Woman's University (1993) Denton, Texas Major: Clinical Child and School Psychology Minor: Special Education Texas Woman's University (1975) Denton, Texas Major: Psychology Texas Woman's University (1 972) Denton, Texas Major: Psychiatric-Mental Health Nursing Texas Woman's University ( 1 95 9) Denton, Texas Major: Nursing Minor: Science LICENSES AND CERTIFICATIONS: California State Board of Examiners of Psychologists Licensed Psychologist #17454 Texas State Board of Examiners of Psychologists Licensed Psychologist #2-5077 Texas State Board of Nurse Examiners Registered Nurse 200 1 -Present Clinical Direcjor EMPLOYMENT: North County Child Study CenterRri-City Medical Center 6949 El Camino Real, Suite 201 Carlsbad, CA 92009 1994-200 1 1993-1 994 Licensed Psychologist (Clinical) Child Study Center 1300 West Lancaster Fort Worth, Texas 76102 Private Practice (Part-time) Certified Psychologist Child Study Center 1985-1994 1979-1993 1975-1978 1973-1975 Fort Worth, Texas Private Practice (Part-time employee Licensed Psychologist) Psychological Associate Child Study Center Fort Worth, Texas Assistant Professor - Instructor Psychiatric-Mental Health Nursing - Pediatrics School of Nursing University of Texas at Arlington Arlington, Texas Graduate Teaching Fellow Department of Psychology and Philosophy Texas Woman's University Denton, Texas 1959-197 1 Employed in Nursing TRAINING: 1993-1994 1979-1993 Supervised by Licensed Psychologists 1978-1979 Post-Doctoral Internship: Child Study Center, Fort Worth, Tex. Pre-Doctoral Internship: Child Study Center, Fort Worth, Texas AFFILIATIONS: American Psychological Association California Psychological Association CONTINUING EDUCATION: 1998 National Conference on Autism and Pervasive Developmental Disorders National Conference on Obsessive-Compulsive Disorder National Conference on Tourette's Disorder American Academy of Child and Adolescent Psychiatry US Psychiatric and Mental Health Conference 1999 2000 Enrolled in a 3 1-hour post-doctoral Master's Degree in Clinical Psychopharmacology program--California School of Professional Psychology and Texas A & M Medical Symposium on Tourette's Disorder Conference on Asperger's Disorder--Tony Atwood American Academy of Child and Adolescent Psychiatry-Three Day Conference Enrolled in a 3 1-hour post-doctoral Master's Degree in Clinical Psychopharmacology program--California School of Professional Psychology and Texas A & M Three-Day Conference on Asperger's Disorder--Dianne Twatchman- Cullen and Tony Atwood Conference on Learning Disabilities, ADHD, and Asperger's Disorder-- Fred Vollanar, Thomas Brown (Yale) and Thomas Spencer (Harvard) Boys' Town Parent Training-Two day workshop 200 1 2002 Vince Carbone PhD. Discrete Trial Learning-Three day workshop Completed a 3 1-hour post-doctoral Master’s Degree in Clinical Psychopharmacology program-California School of Professional Psychology and Texas A & M ADHD Harvard Conference-Three Day Conference Sexual Abuse Substance Dependence Human Sexuality Medical Conference on Down Disorder/Syndrome Autistic Society of America National Conference-Three Day Conference Evidence-Based Treatment of Childhood Disorders-One Day UCLA CHADD-Three day conference ADHD Autism Through the Life Span-One Day Conference TEN Three Day Conference on Asperger’s Disorder-Tony Atwood Two Day Conference on Autism, Asperger’s, and ADHD ADHD in Children and Adolescents-Theory, Diagnosis, and Management-Two Days with Dr. Russell A. Barkley-University of Massachusetts and now University of South Carolina ADHD Harvard Conference-Three Day Conference One Day Conference on Asperger’s Disorder-Tony Atwood 2003 PRESENTATIONS: 2002 Pediatricians ADHD Asperger’s Disorder Autistic Disorder Tourette’s Disorder Obsessive-Compulsive Disorder Childhood Obesity Eating Disorders (Anorexia and Bulimia) 2003 Community Education at Tri-City Medical Center Graduate college class Asperger Disorder Support Group A Comparison of HFA and Asperger’s Classroom teachers Overview and Treatment ADHD Preschool teachers Overview and Treatment ADHD Community Education at Tri-City Medical Center ATTACHMENT c: North County Child Budget FY 2003/2004 - iJersonne1 (including benefits) Clinical Director Outreach Coordinator Administrative Support Case Manager Total Salary Operating Expenses consulting Psychiatrist Medical Supplies Office Supplies Other Minor Equipment Non-Medical Supplies Medical Purchased Services Maintenance &Repair Other Purchased Services Deprec-Major Equipment Building Rend / Lease Equipment Rend / Lease Utilities Dues & Subscriptions E ducation & Travel Other Expenses Mileage Freight Expense Printing I Telephone Total Openting Total Program Expenses Income 103,000 61,500 48,281 55,350 268,131 26,000 1,000 4,981 2,000 1,000 10,680 1,000 300 1200 8,420 86,910 2,100 2,860 1,700 1,500 2,000 300 200 600 154,751 422,882 422,882 Study Center Income is from fees on a sliding scale and donations. Insurance reimbursements are minimal. Donations to the Center are used to cover costs for families who cannot afford to pay-including the uninsured and underinsured. In addition, excess of revenue from full paying clients is used to supplement children from lower income families. A multi-pronged approach will be used to implement, sustain, and grow the Center. We will continue to seek donations from foundations, corporations, community groups, and individuals. We anticipate fee and donation income to equal expenses. The requested CDBG grant funds will be used cdy to subsidize low or moderate-income Carlsbad children who have no other means of paying for services. Too many times, lack of funds prevents a family from seeking expert assistance for their child. Schools are overburdened and under-funded and cannot adequately idenufy and provide the treatment each child needs. Your funds will serve as an incentive and leverage additional funds. Many times grantors seek applicants whose services a~e judged worthy by having been awarded a Community Development 13 funds), an opportunity to administer a CDBG grant will enhance our fundraising ability. We have also applied for similar grants from Vista and Oceanside for children from their cities. lock Grant. Although we have experience in successfully administering government grants (including Proposition PI CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM 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 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 required Attachments A through C as listed in the Checklist of Required Documents. Ten copies of the completed application package, including attachments, must be submitted prior to December 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B, Carlsbad, CA 92008. ADMlN ISTRATING AGENCY Name of Agency: Communitv HousinuWorks Address: 1820 S. Escondido Blvd. Suite 101, Escondido, CA 92025 Federal Tax ID Number: 33-03 1 7950 PROPOSED PROGRAM/PROJECT - Title of Program/Project: Carlsbad Farm Worker Housina Proaram Location of Program/Project: HUB Park located in the strawberw fields near Cannon Road and Faradav Avenue, Carlsbad Contact Person: Patti Hamic-Christensen Telephone No.: I760 1432-6878 ext. 309 Requested Funding Amount: $ 450,000 Brief Description of Program/Project (Describe the work to be performed, including the activities to be undertaken or the services to be provided, the goals and objectives of the program/project, etc.): Section I -- Carlsbad Farm Worker Housing Program Overview The Carlsbad Farm Worker Housing Project is a seven to ten-year, community-based, housing and health improvement program for farm workers living in Carlsbad, San Diego County, being developed by Community HousingWorks (CHW]. The program will develop housing for 64-72 unaccompanied farm workers that will be linked to health and community based services and will foster the development of leaders from within the farm workers community. Agriculture workers experience many obstacles in accessing health services and affordable housing in the City of Carlsbad. As access to health services is a significant need of farm workers, this program addresses both the housing and health needs of agriculture workers and is also congruent with the missions of the two organizations. North County Health Services (NCHS) will be the health partner in this project because of their previous successful partnership with CHW and because of their extensive outreach and mobile clinic program serving agricultural workers throughout the north county San Diego. NCHS is a Federally Designated Community and Migrant health center and serves a primarily low-income, Latino population through nine health centers, one of which is located in the City of Carlsbad. CHW and NCHS are committed to creating a healthier life for local agricultural workers and have worked together to develop this program as an effective means to achieve this goal. - - The Carlsbad Farm Worker Housing Project pilots two approaches: 1) a community-based program that addresses health service by utilizing a farm worker peer education model and 2) an integration of health-improvement approaches into an affordable migrant farm worker housing community. An agricultural advisory council made up of community leaders and farm workers will set program priorities. Goals of the program are to: 1. Increase housing for unaccompanied migrant workers in the City of Carlsbad 2. Improve agriculture workers' access to health care services, and 3. Engage and empower workers to be peer and community leaders. Agricultural workers are often unaware of existing health benefits and services, and do not even use those for which they are eligible and have no way to access geographically distant affordable services. NCHS' mobile clinic has assisted over 2000 farm workers in the last 2 % years by serving agricultural workers where they work, live, or congregate. The database kept by this program indicates that the priority health problems for agricultural workers are flu, coughs, injury, allergies, rashes, high cholesterol, stomach problems and infectious diseases such as tuberculosis and sexually transmitted infections, as well as problems due to long-term neglect of dental needs. The proposed project will make a long-term impact by anchoring the health program into a migrant farm worker housing project. The proposed project will also address underlying language, cultural and misinformation barriers in Carlsbad by creating housing-based volunteer peer educators and by training resident property management housing staff. The health education will also include information on tenant rights, code enforcement, and affordable housing referrals and will partner with other community based organizations to provide direct assistance to program residents. Property management staff will be trained in health issues, as well as low turnover and high resident involvement principles and tecniques, and will create long-term cultural and organizational change to sustain the advisory council and volunteer peer education program over time. - The peer-educator approach will serve as the basis for the health education component of the Carlsbad Farm Worker Housing Project. This model utilizes train-the-trainer, peer-prevention education as a key strategy for service delivery. In this approach, interested agricultural workers living in the Carlsbad Housing Project, will be trained as lay health advisors and provide ongoing support for the health prevention priorities identified in the initial phase. NCHS has experience with this approach in a variety of programs. "Salud Ambulante", the mobile clinic and outreach program conducted by NCHS with Neighborhood Healthcare, has trained three farm workers to provide information to their communities on a variety of health topics and pesticide safety to their communities. NCHS' "Salud para su Corazon" has trained seven peer educators to provide information on cardiovascular health and Project "Bright Start" has trained five peer educators to provide important messages regarding how to help a young child reach their maximum potential to learn. To assess of the health and education needs of the resident community of the Carlsbad Farm Worker Housing Project, a health needs survey will be conducted with up to 76 residents. The results of this survey will be used to focus the start up activities of the proposed project. Agriculture workers living in the Housing Project who are interested in becoming members of the Advisory Council will have the opportunity to both refine and define the means in which this program will be implemented. This resident survey will identify health education and other services that are desired by the agricultural workers. Once health and other topics are identified, the NCHS Housing Health Project Coordinator (HHPC) can work with participants to develop the curricula and recruit volunteers from the pool of interested agriculture workers to train as peer educators. The HHPC will prepare the peer educators through a 20- hour training course conducted in ten sessions. The HHPC, with the assistance of peer educators, will conduct presentations and/or series of classes on-site at the Housing Project, Carlsbad agricultural business sites and at La Posada, a near-by emergency shelter for farm workers. Participating peer educators will receive an incentive for their participation. The HHPC will also provide case management and assess and refer individuals to appropriate medical care and other services. The mobile clinic will provide on-site medical services and health screenings during hours convenient to the farm workers and farm workers may also be referred to the nearby NCHS Carlsbad Clinic. Transportation assistance will be provided when necessary. A “wrap around” medical and dental fund will be included to support health related expenses not covered through the mobile clinic nor by special health programs for farm workers such as eye glasses, dental treatment, etc. The CHW Resident Manager will be trained in health access and referral information and the HHPC will be trained in tenant rights and fair housing issues. - The new complex will provide 64-72 beds of temporary farm worker housing. There will be on on- site manager and assistant manager and there will be common room for recreation and other group services. Workers will be asked to pay $5.00 per night and they will be responsible for preparing their own meals. Workers will rent on a week-to-week basis with the ability to stay for as long as they are employed. CHW is recommending what we have named a “Shared Kitchen Model” for the housing site. The Shared Kitchen Model will incorporate 8 beds in a modular unit that also contains a kitchen and bathroomshhower. There will be 8-9 modular units in the housing complex with a common unit to house recreational, office and meeting space. The operating costs for this model will be less than the dormitory model since farm worker residents will be providing for their own meals. City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 4 1. ORGANIZATIONAL ABILITY/CAPACITY A. This agency is: E3 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? Community Housing Works develops and maintains quality affordable housing, creates home ownership opportunities, supports local leaders, and provides community-based education and services, in order to strengthen communities and increase the financial independence of families and people in need. C. How long has this agency been in operation? incorporation? Please include the date of Incorporated June 20, 1988 D. How long has this agency been providing the proposed program/project? .. New Project 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 an optional Attachment B but not in lieu of a complete response.) Sue Reynolds - Executive Director Sue Reynolds provides over 25-years of experience in community organizing and affordable housing finance and development. Her experience includes the financing of over $30 million in multifamily housing developments for over 1,500 units in over 25 multifamily developments. She closed her firsf tax credit project in 1989, the earliest years of that program. Her high level of expertise has been recognized in the strong demand for her training services on affordable housing financing and development in venues throughout the West over the past 8 years. In her role as Executive Director at Community HousingWorks, Ms. Reynolds supervised all housing development projects until the recent hire of a new Director of Housing and Real Estate Development. She supervises four departments plus administration and board relations. In previous position as Deputy Director of the California Housing Partnership, Ms. Reynolds provided technical assistance in structuring tax credit financing and in marketing credits competitively to investors and loans with lenders and intermediaries. Ms. Reynolds has a Master's in Urban Planning from Columbia University and has taught development at the Pratt Institute and many other venues. Anne Wilson - Director of Housing and Real Estate Development Department Ms. Wilson has over 23 years of experience in affordable housing finance, development, community development, and urban redevelopment. From 1991 to 1998, Ms. Wilson was the founding Director of the San Diego Program of the Local Initiatives Support Corporation (LISC) where she invested over $34 million in affordable rental housing and community real estate development including Mercado Apartments and the City Heights Urban Village commercial development in San Diego, Cedar/Nettleton in Vista and Laurel Tree Apartments in Carlsbad. [ Word:\APPLICATION) Revised: 121 15/03 ~ ~~ City of Carlsbad 2001 -2003 CDBG/HOME Funding Application - Page 5 From 1985 through 1990, Ms. Wilson worked in Boston, Massachusetts at the Boston Redevelopment Authority and at the City of Boston's Neighborhood Development Division where she financed the development of over $250 million in real estate including development of publicly owned land and buildings both in the downtown area and in the neighborhoods. Ms Wilson also served as a Vice President at Price Charities working on residential and mixed-usa developments in the City Heights Village. Ms. Wilson has a Master's Degree in City Planning from the Massachusetts Institute of Technology (MIT) where she was awarded the Charles Abrams Scholarship from the American Planning Association and served a Fellowship at the MIT Center for Real Estate Development. Ms Wilson has been an instructor of the graduate seminar on Housing Policy at San Diego State University, a Fellow with the Eureka Foundation in San Diego, and an instructor at state and national housing conferences and in the LlSC Affordable Housing Development Training Program. Path' Hamic-Christensen - Resident Services Director Patti Hamic-Christensen brings over a decade of social service contacts and management experience in North County. Her leadership has made Community HousingWorks an acknowledged frontrunner in San Diego for onsite services for affordable housing complexes. A licensed family counselor: she is also a successful grant writer and program planner. She is active in the County's Homeless Housing Collaborative, and is a member of the County's HIV Planning Committee and served as a Board Member of the San Diego Housing Federation for four years. She was the project Coordinator for the Carlsbad Temporary Farm Worker Housing Feasibility Study and supervised the three-year HOGAR II Transitional Housing program that relocated over 150 farm worker families from encampment swellings in Carlsbad and other north county areas. - Rosemary Stabrawa -Asset Management Director Rosemary Stabrawa came to Community HousingWorks (CHW) with 13 years of property management experience, 5 of those years in affordable housing management. She held positions as site manager, property supervisor and compliance specialist. Ms. Stabrawa worked with her resident groups in various community projects and prompted and supported residents in forming resident associations. She worked for an owner/manager and performed many asset management functions. She came to CHW with good skills in reading and understanding financial reports and expertise in a variety of government regulatory programs that support affordable housing development. In her current role, Ms. Stabrawa oversees a multifamily rental portfolio of over 850 affordable housing units. She directs and supervises a contracted management company and supervises a staff of 1 within her department. Her department is responsible for supporting 6 resident ownership or co-ownership organizations within the portfolio. Ms. Stabrawa oversees regulatory compliance: reviews, analyzes and reports on the financial status of the portfolio to the CHW's board of directors, investors and lenders: plans and manages reserves and capital improvements: plans for the long-term physical and financial health of the projects; is responsible for annual filings and legal issues and, interacts with financial and community partners. Ms. Stabrawa interfaces with the Department of Real Estate and Housing Development and the Resident Services Department on a regular basis over a variety of issues affecting the developments. -. Ms. Stabrawa is a graduate of Northeastern Illinois University with a B.A. in art. She has a background as a mental health therapist. She also holds the ARM designation from the Institute of Real Estate Management and is working on her CPM, Certified Property Manager and is a certified compliance specialist. G. Please indicate your agency's level of experience with the CDBG/HOME program. (Word:\APPLICATlON) Revised: 12/15/03 City of Carisbad 2001 -2003 CDBG/HOME Funding Application - Page 6 CDBG/HOME Droaram: 0 0 El No or little experience, up to 1 year of using CDBG/HOME funds. Some experience, 2 to 3 years of using CDBG/HOME funds. Moderate experience, 4 to 5 years of using CDBG/HOME funds. Considerable experience, more than 5 years of using CDBG/HOME funds. (Word:\APPLICATION) Revised: 12/15/03 City of Carlsbad 2001 -2003 CDBGIHOME Funding Application - Page 7 H. program violation findings ever been made against your agency/organization? If you have received federal funds, including CDBG/HOME funds, in previous years, have El No 0 Yes If yes, please explain nature of finding(s) and how finding(s) has been addressed by your organization. II. FIN ANC I A1 CAPACITY /STAB I LlTY 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. If granted this project would utilize the CDBG funding as a part if the development sources needed to build this project. CDBG funding would be a part of the funding that would pay for site improvements and purchase of project structures. B. the last two years (2002-2003 and 2003-2004) for the proposed program/project? Did you receive any of the following sources of funding from the City of Carlsbad within Sources of Fundinq CDBG Community Activities (General Fund monies) - No - Yes 0 a El 0 If yes, please indicate amount and status of previously awarded funds (fully expended, funds remaining, program/project discontinued). Amount Received Status CDBG/HOME funds Community Activities 8. year (July 2003 - June 2004)? 0 No @I Yes (Please list funds below.) Did you receive any federal funds, including CDBG/HOME funding from other cities, last Proaram Source Amount Received City Of Vista $ 30,000 City Of Oceanside $300,000 Sun Diego County $957,000 C. Will additional CDBG/HOME funds be required in future years for the project? UNO 0 Yes (Word:\APPLICATION) Revised: 12/15/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application - Page 8 111. 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.) Great effort has been made to select a site that is accessible and convenient for the agriculture workers to their places of employment. This site is located on the strawberry fields and is directly across the street from the flower fields. In addition, workers from farming sites located on El Camino Real will be able to access the housing by utilizing Cannon Road. There is public transportation that is accessible via Cannon Road that will link farm workers with other growing areas. 0. 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 2003-2004 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 I C. Please describe how low and moderate income persons will benefit from the proposed program/project. include the need or problem to be addressed in relation to Consolidated Plan housing and community development priorities, as well as the population to be served or the area to be benefited. (See Consolidated Plan Priorities) The farm worker population that will be assisted by this project will be from very-very low-income levels. Farm workers are generally paid minimum wage, and their earnings are further diminished by unpaid time off caused by rain or equipment failure. Although they may often work up to 60 hours per week during peak seasons, they are not always paid overtime. According to the recent Farm Worker Survey completed by Community Housingworks, the average annual income of these men is under $8,000 per year. According to the City’s 1999-2004 Housing Element, the largest portion of the homeless population in Carlsbad is farm workers. The housing Element indicates that there are 25 urban homeless and 700 homeless farm workers/day laborers in Carlsbad. According to the Regional Task Force on the Homeless, nearly all of the farm worker population is comprised of single men. The average age is between 20 and 40 years. Farm workers are identified as a “special needs’’ group within the City of Carlsbad’s Housing Element. For farm workers, one of the objectives (3.1) within the City’s Housing Element indicates that the City will support the development of a program to “provide shelter for both the permanent and migrant farm worker.” The program description states that the City has indicated that it will continue to work with, and assist, local community groups, social welfare agencies, farmland owners and other interested parties to provide shelter for the identified permanent and migrant farm workers during the five-year housing element period (1 999-2004). The cost of housing in Carlsbad is one of the highest in San Diego County. Even if the farm worker is interested in doing so, it may be quite difficult to obtain standard rental housing due to the cost, uncertainty of their pay and the seasonal nature of the agriculture work. Although the farm workers are eligible to participate in traditional affordable housing and shelter programs, many are reluctant to do so. Most of these shelters are not located in close proximity to farm worker sites and shelters are usual filed to capacity. (Word:\APPLICATION) Revised: 12/15/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application - Page 9 D. proposed activity and the percentage that are Carlsbad residents. Please indicate the number of clients, by households or individuals, benefiting from the Households or 64-72 Dersons of which 100% work and reside in Carlsbad. E. Does your agency focus its activities on populations with special needs? No la 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 unaccompanied Farm Workers (Word:\APPLICATION) Revised: 12/15/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application - Page 10 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 information is true and year. I, the undersigned, do hereby attest that the above best of my knowledge. Date Received: Date Reviewed: Staff Person Completing Review: National Objective: L Local Objective: Eligibility Determination: (Word:\APPLICATlON) Revised: 12/12/03 Susan M. Reynolds 3683 Albatross Street San Diego, CA 92 103 Pro fessionnl Experience Executive Director 1997 - present Direct a regional housing developer and community development nonprofit. To date, have completed or initiated over 900 affordable housing units and $100 million in financing. Have doubled size of organization and initiated award-winning after-school and community development programs for residents. Initiated and implemented a merger between Community Housing of North County and San Diego NHS to create a countywide organization with rental. homeownership and community development capacities. Provided housing development training for over 70 affordable housing developers in California. Community Housingworks Deputy Director 1993 - 1997 Senior Program Manager 1991 - 1993 California Housing Partnership Corporation Provided financial and development consulting in acquisitiodrehab, HUD “at risk”, and tax credit new construction projects in San Diego County and Los Angeles. development portfolio included over 1,000 units in 18 projects. First tax credit project received allocation in 199 1. Designed and provided eight comprehensive housing development training for over 160 affordable housing developers in California, Arizona, and Texas. Cumulative Research Fellow 1989 - 1991 San Diego Housing Commission Designed training workshops and provided technical assistance for affordable housing developers. PlannerKonsultant 1986 - 1989 Pratt Institute Center for Community and Environmental Development, New York City Provided financial packaging and development services to nonprofit developers. Projects included a 1989 tax gut rehabilitation project; a land trust acquisitiodrehab of scattered vacant small homes; and a mutual housing association in seven occupied multi-family buildings. Trained 300 nonprofit developers in housing development. Associate Director 1982 - 1986 Association for Neighborhood and Housing Development Yew York City Initially as Policy Analyst and later as Associate Director of trade association for affordable housing develoDers and community developers. advocated for housing policy reforms at the city. state aid Yederai ieveis. SupeArvisea staff. - <CLJI~/~/~~ w,,rclNJ? V. Project Feasibility Budgets - A. Shared Kitchen Model 7. Development Uses and Up-Front Operafing Subsidy M odukrs/l nstal ration 8 four bedroom units (24x40 960 SF Single Level) Resident Manager facility (24x40 Single Level) Laundry Facility (1 6x40) Multi purpose facilty Transportation Costs Set-Up Costs (63 Beds plus ResidentlAsst Manager) Site-Related Costs Landscaping * On Site Improvements* Off Site Improvements* a2fuhm Permits and Fees Application Fees Engineering Tests for Soil Condition - Local and State Sales Tax Security Systems Additional Furniture Requirements Developer Administration Capitalized Replacement Reserve Continaency Total Development Budget Up-Front Operating Subsidy Reserve $ 4 per bed per night COMBINED TOTAL, DEVELOPMENT & SUBSIDY 420,800 44,500 27,500 48,500 49,500 80,000 75,000 225,000 100,000 8,250 12,045 10,000 50,000 20,000 10,000 1 10,000 64,000 LLl2uml $ 1,480,095 $ 621,493 $ 2,101,588 *Landscaping, Off Site and On Site Costs will vary by selected site(s). 2. Development Sources RCAC Fee Waivers Material and Labor Donations Conservancy Fund Citv Housina Funds* $ 1,200,000 $ 8,250 $ 30,000 $ 449,338 $ 41 4.00Q TOTAL $ 2,101,588 63BedDev. Budgetfm wkr903-sr2RCA C, I 1/25/2003 V. Project Feasibility Budgets A. Shared Kitchen Model - (63 Beds plus ResidenVAsst Manager) 3. Annual Operating Expenses Detail General Adm in istra ti .. Ve Legal Accounting/Audit Security Other Total: General Administrative Manaaement $50/unit(8 housing units) Utllitles Gas Electric Total: Utilities Total: Water/Sewer - On-Site Manager Assist. On-Site Manager - Maintenance Personeel Payroll Taxes Insurance Total Payroll/Payroll Taxedlnsurance Maintenance Repairs Trash Removal Exterminating Grounds Total Maintenance TOTAL total number of beds Total Cost Per Bed Total Cost Per Night $ 1,500 $ 6,000 $ 13,000 2,400 $ $ 22,900 $ 4,800 $ 6,500 $ 19,000 $ 25,500 $ 12,000 $ 25,000 $ 12,500 $ 12,500 $ 5,600 $ 10,500 $ 66,100 $ 6,000 $ 7,000 $ 1,500 $ 10,000 $ 24,500 $ 155,800 63 $ 2,473 $ 7 V. Project Feasibility Budgets A. Shared Kitchen Model (63 Beds plus ResidenVAsst Manager) 2. Annual Operating Budget Rental Revenue' Sub-Total Laundry Income- Grower Contributions TOTAL REVENUE AVAllABLE Annual Operating Budget (see detail) Annual Asset Management Fee -- TOTAL EXPENSES ANNUAL DEFICIT (PAID BY OPERATING RESERVES) - DEFICIT FOR 7 YEAR TERM AFTER INFLATION- (7 YEARS) Year One $ 97.020 5 72.765 $ 2.079 5 15.000 u s 99.844 - $ (155.800) 5 (15,000) s S (170.800) S (70.956) 0 (621.493) S 4 psrhdparnight *rent mnue assumes 63 beds ai $35 a week for 44 weeks *'laundry income assumes 63 beds at S.751week for 44 weeks "'Assumes lobi Revenue inflates by 196: Asset Management Fee by 3.5%; Operating Expenses by 4% Inflation 2 3 4 5 6 7 1% 100.842 101.851 102.869 103.898 104,937 105.986 4% (162.032) (168.513) (175.254) (181.388) (187.736) (194.307) 3.50% (15,525) (16.068) (16.631) (17.213) (17,815) (18.439) Q R Q Q Q Q S(177.557) S(184382) S(191,885) S(198,601) S(205.552) S(212,746) f (76.715) S (82,731) f (89.015) S (94.702) $(100,615) S(106.759) Total $ (621.493) City of Carlsbad CDBG Attachment D Implementation schedule for construction PROJECT TIMELINE Objective and Tasks Objective A: Develop famz.ruorker housing. c In the format below, state each program objective followed by the tasks that will accomplish that objective. Also, state who will work on each task and the time frame in which it will be accomplished. Who CWAnne Wilson (Real Estate Director) objective) Task (Specific activity to accomplish this - Task (Specific activity to accomplish this objective) Name or Title Name or Title When March, 2004 March - June, 2004 June, 2004 January, 2005 February, 2005 July, 2005 Date to accomplish Objective Dates to accomplish Task Dates to accomplish Task Page 9 of 8 UI ZI 5 x P m 8 M Y =: m o 3 5 a, .r( 2 a e, G 0, E b m -! m - hlmmm m x E: 4 .3 - 2 u" E Y c B 9 d m a, m a, Y 6 z L a - - m ru 0 x a, > . e a ct ClrV OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANVHOME PROGRAM FUNDING PROPOSAL APPLICATION - The following information must be completed by each person/agency/organkation Interested in being considered for CDBG/HOME funding. All information requested be prodded or the application will be considered incomplete and wit1 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 required Attachments A through C as listed in the Checklist of Required Documents. Ten copies of the completed application package, including attachments, must be submitted prior io December 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B, Carlsbad, CA 92008. ADMINISTRATING AGENCY Name of Agency: JOIN HANDS SAVE A LIFE Address: Federal Tax ID Number; 3528 Madison St. Carlsbad. CA 92008 33-0592 140 PROPOSED PROGRAM/PROJECT __ TitIe of prOgram/Project: Join Hands Save A Life/Multi-Duroose vouth center Location of FVogram/Project: 3275 Roosevelt St. Carlsbad. CA 92008 Contact Person: Frank Anthonv Sorho Telephone No.; 760) 720 -0540 Requested Funding Amount: $ 454.676.00 Brief Description of Program/Project (Describe the work to be performed, Including the actlvfties . to be undertaken or the services to be provided, the goals and objectives of the programlproject, etc.): i ( 1 I_- _-_ - -_ ___ -.- -.__ . - __ ._ - The work to be performed is any or all construction of our muti-purpose youth center. Our program’s activities include: boxing, weightliftiig/conditioning, field trips, Police Department workouts, conflict resolution, drug awareness, video prbduction, 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. :. --. - -- City of Carlsbad 2001 -2003 CDBG/HOME Funding Appllcation . Page2 - 1. ORGANIZATIONAL ABILI'W/CAPACITY A. B. C. D. E. .. F. i G. This agency is: d Non-profit For-profit Local public agency State public agency Other (Please specify,) What Is the purpose/mlsslon of the agency? Our purpose is to provide a fm constructive alternative to the "at-risk" youth of our community that meet in the streets with no place to go and nothing to do, that out of boredom or a search for excitement, wiU not have to turn to destructive behavior like recreational drug experimentation, alcohol abuse, graffiti, robbery or gang violence. How long has this agency been in operation? Please include the date of ' Incorporation? We have been in operation since 1990. Our incorporation date was April 29,1993. How long has thls. agency been providing the proposed program/proJect? Since 1990. __ Please submit an organizational chart for the agency as Attachment A. Please describe the agency's existing staff positions directly responsible for the proposed program/projeCt and their qualifications and experience in Implementing such a program/project. Vesumes may also be submitted as an optional Attachment B but not In lieu of a complete response.) Executive Director - Frank Anthony Sorho Legal Advisor - Mayor Dennis E. Holz Project Manager - Joe Melody Architect - Kenneth A. Purdy, A.M. Please Indicate your agency's level of experience with the CDBG/HOME program. CDBG/HOME moararn: 0 0 3 No or little experience, up to 1 year of using CDBG/HOME funds. Some experience, 2 to 3 years of using CDBG/HOME funds. Moderate experience, 4 to 5 years of using CDBG/HOME funds. Considerable experience, more than 5 years of using CDBG/HOME funds. ~ -_ :_ r- - (word:\ApwcAnoN) Revised: 11/6/03 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application . b Page3 . I H. If you have received federal funds, Including COBG/HOME funds, In previous years, have program violation findings ever been made against your ag ency/organization? 0 No d? If yes, please explain nature of finding@) and how finding(s) has been addressed by your organization. 11. FINANCIAL CAPACITY/STABILITY A Please submit the proposed budget for the program/project, ItemWng revenues and expenses, to. this application as Attachment C. Indicate how the requested CDEWHOME funds would relate to the overall proposed budget. Did you receive any of the following sources of funding from the City of Carlsbad within the last two years (2001-2002 and 2002-2003) for the proposed B. - program/project? Yes -w Sources of Funding . 'No 0 w O ' CDBG Community Activlties (General Fund monies) if yes, please 1,ndicate amount and status of previously awarded funds (fully expended, funds remaining, program/project discontinued). mount Received Status CDBG/HOME funds m8,2 1 1.92 Callously taken back, agd &e Mayors wishes, after we went through all the torture of getting building permits. Community Activlties Did you receive any federal funds, including CDBG/HOME funding from other cities, last year (July 2002 - June 2003)? The decided not to dhW any CDBG recipients to apply for such hds. B. d No 0 Yes (Please list funds below.) Program Source Amount Received $ C. Will additions; CbBG/HOME funds be required in future years for the project? dNo 0 Yes ~ r-. :- -' (Word:\APPUCATIoN) Revlsed: 11/6/03 -- City of Carlsbad 2001 -2003 CDBG/HOME Funding Application Page 4 111. BENEFITS & BENEFICIARIES . A How accessible or convenient Is the proposed program/project to Carlsbad residents? (Piease be specific such as direct services to client’s home, transportation provided to and from facility, or relation to public transportation.) We are extremely accessible and convenient, we are located right in the middle of Barrio Carlos in downtown Carlsbad, within walking distance of most of our youths homes. Also, we are reasonably accessible to all other Carlsbad residents. B. What Is the approximate percentage of your clients that have annual.famlly incomes In each of the following ranges: (Percentages should add to 100%; Please see the 2003-2004 Income Urnits for the CDBG/HOME Program) 6 Y % of clients are at 30 percent or below of the area median income 2 5 % 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 5 % of clients are above 80 percent of the area median Income 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) 89% of the youths we serve live in low to very low income ho&holds, in 1 out of 3 cases, a female is the head of the house. These circumstances 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 fiee 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. Department of Justice: Juvenile offenders and victims; 1999 National Report: “Preventing one youth from leaving school and turning to a life of crime and drugs saves society approximately $2 million dollars. We provide after school care, cultural enrichment, recreation and self-improvement programs during the most critical hours of the day. Please indicate the number of clients, by households or individuals, benefiting from the proposed activity and the percentage that are Carlsbad residents. C. D. Households or 25 3 Persons of which a% are Carlsbad residents E. ’ Does your agency focus Its activities on populations with special needs? 0 No . d Yes (Piease specify) Please specify whlch special needs populations. , (Homeless Individuais/famllies, Persons with $abilities, Persons with substance abuse problems, Veterans, Farm workers & day laborers, Elderly, Children, etc.) We provide fiee services that directly benefit extremely low-income children, extremely low income families and single parent homes. There has never been a membership fee to use OUT services at Join Hands Save A Life and the youth pay no fees for any of our activities. We Serve primarily “at-risk youth an average of 6 days a week fiom 2:OO p.m. to 1O:OO p.m. 2 -r’ r- (word:\AppucATIoN) Revised: 11/6/a3 City of Carlsbad 2001 -2003 CDBG/HOME Funding Application f Page 5 - IV. IMPLEMENTATION OF ACTIVITY A. Please submit a schedule for implementation of the proposed construction, rehabilitation, property acquisition, other construction related or new public/communlty servlce 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 Received: Date Reviewed: Staff Person Completing Review: National Objective: ' Local Objective: - Ellgibilily Determination: :. -- (Word: \APPLICATION) Revised: 11/6/03 . .. -. . _. . .. . .. .. m I m x 0 h u v n +j m t U =. r-. JOIN HANDS SAVE A LIFE (JHSAL) FINAL CONSTRUCTION BUDGET Building Construction (A&B) $471,896.00 Pascal Steel Bid for Building Frame and Roof 0 $113,361.00 Soft costs 0) $36,000.00 Contingency $62,125.00 Base Building Costs $683,382.00 (A) Mathematical error in original bid: $4,200.00 was added for bonds which was already included. That cost has been removed from the $506,096.66 bid. (B) Bycor Bid of $50l,896.00 will be reduced a minimum of $30,000.00 further value engineering between Bycor and JHSAL Construction Manager prior to signing contract will also lower construction costs. payment of $6,500.00 to Pascal in 200 1. Testing $4,000.00 Utility Hookups $20,000.00 (C) Reflects 5% steel cost increase due to Federal Steel Tariff, and credit for initial @) Project Construction Management $12,000.00 (E) Alternatives B - F (optional) are a additional $57,232.00 CONSTRUCTION FUNDING AVAILABLE City of Carlsbad CDBG $454,676.00 JHSAL $228,706.00 Total Available Funding $683,382.00 Total JHSAL Investment to Date $223,550.08 Land Value $400,000.00 to $800,000.00 Attachment D JOIN HANDS SAVE A LIFE IMPLEMENTATION SCHEDULE Immediately, we were ready to start building this years ago, but staff and the city would keep changing the rules and conditions to the funding. t -_ r c c I CENERAL CONTRACTORS E A LIFE CENTER 6490 Mar Industry Place, Suite A San Diego CA 92121 Exlemal Tasks ExtemalMileslone 5 en era I Contractors JOIN HANDS QENFiRAL CONTRACTORS A LIFE CENTER 6490 Mer Industry Place. Suite A Sen Diego CA 92121 .. i en era1 Con tractors I 8 - 08-31-2001 Job Address: Permil Type: Parcel No: Valuation: Occupancy Group: Project Title: Applicant KEN PURDY City of Carlsbad 1635FamdayAv Carisbed, CA 9200s Building Inspection Request Line (760) 602-2725 Commercialhndusttiat Permit Permit No: C8003222 3275 ROOSEVELT ST CBAD COMMIND SubType: COMM Lot#: 0 status: ISSUED $395,200.00 ConstJwWnType: NEW Applied: 08/31/2oOo - Reference #: Entered By: JM JOIN HANDS SAVE A LIFE Plan Approved: 08/31/2001 RECREATION FACILIW 6,175 SF fssued: OBrc31/2001 inspect Area. Owner: 2017 PINTORESCO CT CARLSBAD CA 92008 760 632-5352 e17 08/31/01 0002 01 02 C(3P 22996.07 Total Fees: $23,636.37 Total Payments To Date: $640.30 Balance Due: $22,996.07 ' Building Permit $1 ,Bn.08 Meter Sue Plan Check %1 .on.10 Meter Fee 50.m Add'l Building Permit Fee w.00 AMI Red. Water Con. Fee $0.00 Addl Plan Check Fee Plan check Discount Strong Motion Fee Park Fee LFM Fee Bridge Fee BTO 42 Fee BTD t3 Fee Renewal Fee Add'l Renewal Fee Other Building Fee Pot. Water Can. Fee Meter Size Add'l Pot. Water Con. Fee Recl. Water Con. fee $0.00 $0.00 $82.99 $0.00 $0.00 $0.00 w.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 SDCWA Fee CFD Payoff Fee PFF PFF (CFD Fund) License Tax License Tax (CFD Fund) Traffic Impact Fee Traffic Impact (CF D Fund) PLUMBING TOTAL ELECTRfCAL TOTAL MECHANICAL TOTAL Master Drainage Fee Sewer Fee Redev Parking Fee Additional Fees TOTAL PERMIT FEES $0.00 $0.00 $0.00 80.00 $0.00 $0.00 $4,75228 $4,386.72 $210.00 $210.00 $60.00 $1,40520 $9,795.00 $0.00 $0.00 $23,636 37 FINAL APPROVAL Inspector: Date: clearance: City of Carlsbad e 1635 Faraday Av Carlsbad, CA 92008 - 08-31-2001 Water Meter Permit Permit No:WMO10036 8uilding Inspection Request Line (760) 602-2725 Job Address: Parcel No: 2040810800 Lot#: 0 Applied: 03/19/2001 Reference #: C8003222 Pian Approved: 08/31f2001 Issued: 08/31/2001 Project rile: JOIN HANOSSAVE A LIFE Inspect Area: 3275 ROOSEVELT ST CBAD Permlt Type: WMFTER status: ISSUED Construction Type: NEW Entered By: JJ RECREATIONAl USE FAClUTY Applicant: OWner: FRANK SORlNO C/O JOIN HANDS SAVE A LIFE 3528 MADISON ST CARLSSAD (292008 760-720-0540 .- Total Fees: $21,121.00 Total P~ymecrtS TO Date: $0.00 Balance Due: $21,121 .OO Unlts Metersize Potabk I 1 01.5 1D5/8 0 Add 1 Connection Fee Reclaim 0 0 0 Add'l Connection Fee Jumper Fee Construction Meter Rental Se& install Fee constnrction mterapoalt Additional Fees TOTAL PERMIT FEES $0.00 $0.00 $0.00 $0.00 MeterBDCWA Fee Connection Fee $6,377.00 $2,144.00 $0.00 $0.00 $0.00 $0.00 $1 0,200.00 $2,400.00 $0.00 $0.00 $0.00 w.00 $0.00 50.00 $0.00 $21 I1 21 .oo FINAL APPROVAL Inspector: Date: Clearance: I- City of Carlsbad CERTiFI&m OF COhlPLIATCE PAM)~E~”~BATIOS Thls form must be cornpieted by the City, the app(icant, and the appropriate school districts end returned to the Cty prior to issuing a building permit. The City wUI not issue any building penrit w:W~out a completed school fee fmi. Project Name: Building Permit Plan Check Number: Project Address; A.P.N.: Project Applicant (Owner Name): Project Description: Building Type: Residentiai : Sesond Dwelling Unit: Residentiai Additions: Square Feet of LivicG Area in New Dwelling -- Squzre Feet nf Living Area in SDU Net Square Feet New Area -_ ---- Cornmercial/tndustrlai: City Certification of Square Feet Floor Area 6. 1 -75 -- -_ Apblicant Information: Date: !y&,, CITY OF CWBM \ ,l 215 k.?aRra:, Sam Marcog Uaified School Disvict San hbcos, CA 93069 (735-22GO) San D:cpito Union High School Dmict Encbhs, CA 92024 (753-6491) Encinim Union Wnool Di&k t Enw.itas, CA 92024 (9414300) 101 South mcho Santa Fe Rd 710 €X&QS Blvd. CGrtiffC2lm Ot ApplicanVOnnars. The ~erion executing thls declaratbn (Yhm,er“) CeRIfes under penalty of perjuv that (1) ths information povided above is cbrroct and vu3 to tne be;! Of tne Ownar’s knowleclQe. and that the Owner wit! file an amended certificat(0n of payment aM gay the additional fee if Owner requests w, inoreass in the number If dwelling units or square footage aher the buildrng wennit is issued 31 I! the initial dakrmination d ulits or square footage is found to be incorwct, and that (2) the Owner is the owner/dwelopsr of the abv9 i&cnSed projecl[s). or that ne person wecullng this declaration is autrwrized to sigv on behalf of tne Cwner. slplstur:: Date: - , .- ‘1655 Faraday Avfinue - Carlsbad, CA 82OO8-7314 (760) 602-2700 - FAX (760) 602-8560 @ RIW4 c2mc " . CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM 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 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 required Attachments A through C as listed in the Checklist of Required Documents. Ten copies of the completed application package, including attachments, must be submitted prior to December 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Suite B, Carlsbad, CA 92008. ADMINISTRATING AGENCY Name of Agency: Address: San Dieao Contractina Omortunities Center a Proaram of Southwestern Colleae Foundation 3443 Camino del Rio South, Suite 11 6, San Dieao, CA 921 08-391 3 Federal Tax ID Number: 95-3794927 PROPOSED PROGRAM/PROJECT Title of Program/Project: Procurement Technical Assistance Services Location of Program/Project: Carlsbad - Oceanside F Contact Person: Gunnar Schalin Telephone No.: 161 91285-7020 Requested Funding Amount: S9.594 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.) : Many businesses hesitate to become government contractors because of its perceived complexity. Yet federal, state, local and prime contractors are seeking small businesses to provide needed products/services and who know how to operate in the government sector. This project will assist Carlsbad emerging businesses understand and enter the government contracting and procurement market. The result will be new dollars coming into the community and new/retained jobs that result from these revenues. This project will provide one-on-one procurement counseling to Carlsbad business and will also provide specialized tools to assist them in locate potential contracts throughout the United States. rc- '" City'of Carlsbad 2004-2005 CDBG/HOME Funding Application Page 2 1. ORGANIZATIONAL ABILITY/CAPACITY A. This agency is: 0 Non-profit 0 Local public agency 0 For-profit 0 State public agency Other (Please specify.) Proaram of Colleae/Foundation B. What is the purpose/mission of the agency? Our mission is to assist small businesses enter into and grow in the federal, state, local or prime contractor sector, by providing specialized assistance and tools. C. How long has this agency been in operation? Please include the date of incorporation? The program has been in operation in San Diego since 1995. More recent sub programs have been established in Chula Vista and Santee. D. How long has this agency been providing the proposed program/project? Southwestern College/Foundation has been the Defense Logistics Grant recipient since 1997. Prior to that the grant was held by the Business Innovation Center, a private not-for-profit organization. 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 an optional Attachment B but not in lieu of a complete response.) The project intends to offer Ms. Candy Raynard, Ph.D. as the primary procurement specialist to work with Carlsbad small businesses. She has fifteen years of government contracting and small business experience. We will also offer Mr. Michael LeMaster as the alternate. He has thirteen years government contracting experience with specialized knowledge in military base procurement. Additional staff members will be available as needed. The project manager's resume is attached. G. Please indicate your agency's level of experience with the CDBG/HOME program. CDBG/HOME Droaram: 0 No or little exoerience, up to 1 year of using CDBG/HOME funds. /- 0 0 Some experience, 2 to 3'years of using CDBG/HOME funds. Moderate experience, 4 to 5 years of using CDBG/HOME funds. Considerable experience, more than 5 years of using CDBG/HOME funds. (Word:\APPLICATIONJ Reyised: 12/J 1/03 City of Carlsbad 2004-2005 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? No Yes If yes, please explain nature of finding(s) and how finding(s) has been addressed by your organization. II. FINANCIAL CAPACITY/STABILITY A. Please submit the proposed budget for the program/project, itemizing revenues and expenses, to this application as Attachment C. Indicate how the requested CDBG/HOME funds would relate to the overall proposed budget. The budget will be used primarily to pay for professional staff that will assist Carlsbad businesses in gaining entry into or growing in the federal, state, local or prime contractor marketplace. A portion of the funds will be used to pay for electronic bid finding services and to cover office support including database maintenance and report generation. The negotiated indirect rate for Southwestern College is 54.7%, however only 8% will be charged because of the nature of the program. Part of this will be credited as in-kind support. B. Did you receive any of the following sources of funding from the City of Carlsbad within the last two years (2002-2003 and 2003-2004) for the proposed program/project? Sources of Fundinq CDBG Community Activities (General Fund monies) - No - Yes 0 0 0 0 If yes, please indicate amount and status of previously awarded funds (fully expended, funds remaining, program/project discontinued). Amount Received Status CDBG/HOME funds Community Activities 8. Did you receive any federal funds, including CDBG/HOME funding from other cities, last year (July 2003 - June 2004) ? 0 No Yes (Please list funds below.) Proaram Source City of Chula Vista $10,751 City of San Diego $17.500 $ C. Will additional CDBG/HOME funds be required in future years for the project? (Word:\APPLICATION) Revised: 12/ I I /03 City of Carlsbad 2004-2005 CDBG/HOME Funding Application Page 4 L 0 No El Yes Ill. BENEFITS h 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.) In Santee we provide services at the Santee Chamber of Commerce offices. In Chula Vista we provide services at the South County Career Center. In Oceanside we provided services at the offices of the Small Business Development Center of Mira Costa College. We will use a similar model to provide the proposed services in Carlsbad. B. What is the approximate percentage of your clients that have annual family incomes in each of the following ranges: (Percentages should add to 100%: Please see the 2004-2005 Income Limits for the CDBG/HOME Program) 5 % of clients are at 30 percent or below of the area median income 10 % of clients are between 31 and 50 percent of the area median % of clients are between 51 and 80 percent of the area median income income 10 75 % of clients are above 80 percent of the area median income C. Please describe how low and moderate income persons will benefit from the proposed program/project. Include the need or problem to be addressed in relation to Consolidated Plan housing and community development priorities, as well as the population to be served or the area to be benefited. (See Consolidated Plan Priorities) This project is an intermediate range option for the City of Carlsbad. It addresses job creation and mitigation of unemployment. The project will result in a strengthened local business base. The target population is addressed by the project in several ways, but primarily through job growth in the companies being assisted. As Carlsbad businesses are assisted in identifying and winning contracts in government markets, these businesses will grow by adding staff. Since 1995, the small businesses that we have assisted have produced about one job for every $630 of funds invested in our Program by the local community. The community will also benefit from contract revenue being infused into the community, 75% of which comes from agencies and prime contractors external to the community. D. Please indicate the number of clients, by households or individuals, benefiting from the proposed activity and the percentage that are Carlsbad residents. Households or 20 Persons of which 100% are Carlsbad residents E. Does your agency focus its activities on populations with special needs? No 0 Yes (Please specify) However, we do have special services for Disable Veteran Business Enterprise (Word:\APPLICATION] Revised: 12/ 1 I I03 City of Carlsbad 2004-2005 CDBG/HOME Funding Application Page 5 Please specify which special needs populations. (Homeless individuals/families, Persons with disabilities, Persons with substance abuse problems, Veterans, Farm workers & day laborers, Elderly, Children, etc.) IV. IMPLEMENTATION OF ACTIVITY A. Please submit a schedule for implementation of the proposed construction, rehabilitation, property acquisition, other construction related or new public/community service program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME funds awarded within the program year. I, the undersigned, do hereby attest that the above information is true and correct to the best of my knowledge. x- Interim Swerintendent/President 1 1 December 2003 Norma L. Hernandez Title Date Date Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: Eligibility Determination: I (Word:\APPLICATION J Revised: 12/11/03 Attachment B GUNNAR SCHALIN 4846 Valdina Way San Diego, CA 92124-2429 schalin@sbcglobal.net Home (858) 565-4852; Office (619) 285-7020 ext.3005 Propram & Executive Manapement: e Lead several start-up organizations. Selected principle staff members. Managed multiple international and domestic development programs. Responsible for Conceived and wrote mission and vision statements. overall planning and direction of program including bid preparation, contract management, procurement, quality, production and cost accounting. Improved office efficiency. conforming services under cost and ahead of schedule. company to identify and manage 100% of contractual, quality and technical program requirements. Technical Assistance Center operations. e Delivered Chief architect for design of contract/product conformance methodology. Enabled Achieved highest rating of “Outstanding” by Office of Naval Research for Procurement e Program DeveloDment / Marketing: I- e Expanded customer base through identification and development of new application for Contributed as a member and as a leader of a successful proposal team whose efforts Conceived and developed methods for processing bid decisions more efficiently. Successllly scripted, edited, produced or contributed to marketing publications, films, Performed market assessments, formulated strategies and developed forecasts. Division an existing product line. Additional orders enabled production line to remain open. culminated in a multi-million dollar program. Reduced the bid decision cycle time and increased time available for proposal production. displays, customer presentations and videos. was often recognized for performance. e e e e Procurement / Operations: e Achieved customer’s highest rating in subcontracting performance. Identified Federal Served as manufacturing project engineer for development programs and as factory Reduced procurement costs through negotiation, competition, buyer training and supplier Established proposal evaluation and award selection criteria for a sophisticated Initiated and performed business segment analysis. Conclusions were adopted by Acquisition Regulation subcontracting clauses for incorporation into contracts. Invited to present methodologies to industry association and corporate advisory group. liaison to maquiladora operations. development methods. Served on local and regional procurement association boards. technology program. executive management, resulting in financial performance improvement. e e e e I Ewineering, Military & Administration: 0 Conducted human factors and systems failure modedeffects analysis. Performed Established training programs using high technology methods. Efforts reduced training Served on industry-education advisory board and the county education task force. Conducted software professional development training assessment designed to reduce engineering test pilot duties for engineering development program. Developed advanced program tracking and analysis methods. costs. Participated as guest presenter at statewide symposium. Received industry and city recognition for educational efforts. training time by one third, reduce associated overhead and improve revenue flows. Conducted extensive study for modernization of information systems of state-wide not-for-profit organization. large Military organizations. Expanded operational control; met or exceeded all organizational training and safety objectives. Conducted top-level organizational analysis and performance studies for $250M maintenance and logistics operation. 0 0 0 Served as Commander, Deputy Commander and Deputy Chief of Staff (Training) of Company/Orp;anization Southwestern College Peregrine Systems San Diego State University Component Control Systems, Inc . Flow Cell Diagnostics, LLC Teledyne Ryan Electronics Rockwell International US Army f Army Reserve Industry Experience: Position Education Project Manager Software Technical Consultant Education Graduate Assistant Software Management Biotechnology Management Electronics Program Manager Aerospace Marketing/Technical Staff Defense Staff & Command Positions Years 1998- 1997-98 1996-97 1995-96 1994-95 1979-94 1972-79 1968-98 Education: MSBA - San Diego State University ( Information Systems; 1997 ) BS - University of Illinois [ Psychology ( applied ) - Human Factors Engineering ] Certificates in: Entrepreneurial Management (1 996); Environmental Health (1 996) Other Information: Vice President - San Diego Minority Supplier Development Council (1 999-00) Director - Region 10, Association of Procurement Technical Assistance Centers (2003 -present) President - San Diego Supplier Development Council (2000-0 1) Chairman - Subcontracting Subcommittee, City of San Diego Public Works Advisory Member - City of San Diego Mentor Protkgk Advisory Board (2002-present) Graduate of Army (1992), Air (1994) and Navy (1996, with highest distinction) War Colleges Certified Contracting Assistance Specialist by Association of Government Marketing Assistant Committee (2000-02) - Specialists I. Item 1 Personnel Wages Item 1 A Procurement Specialists (208 hours) Item 1 B Project Coordinator Item 1 C Project Manager Personnel Subtotal Attachment C $5,200 $ 530 $ 885 $6,615 ~~ SWC Indirect Rate Contribution in Project @ 31.7% I ~~~ I I I 42,096 Effective Personnel Fringe and Indirect @ 22.9% $ 1,521 Personnel & Fringe + Personnel Indirect Subtotal $8,136 ~~ Item 3 Item 4 Item 5 Supplies & Miscellaneous $ 250 Electronic Bid Matching $ 600 Outreach Expenses $ 500 Non-Personnel Subtotal $1,350 Non-Personnel Indirect Rate @ 8% Budget Information $ 108 Non-Personnel Cost & Indirect Subtotal $1,458 Program Total $9,594 CITY OF CARLSBAD COMMUNITY DEVELOPMENT BLOCK GRANT/HOME PROGRAM FUNDING PROPOSAL APPLICATION 2004-2005 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 15th to Frank Boensch, Housing and Redevelopment Department, 2965 Roosevelt Street, Carlsbad, CA 92008- 2389. ADMlN ISTRATI NG AGENCY Name of Agency: Citv of Carlsbad Address: 2965 Roosevelt Street, Suite B Federal Tax ID Number: PROPOSED PROGRAM/PROJECT - Title of Program/Project: Housina Reserve Fund Location of Program/Project: 2965 Roosevelt Street Contact Person: Frank Boensch Telephone No.: I760 1434-281 8 Requested Funding Amount: $781,535 Brief Description of Program/Project (Describe the work to be performed, including the activities to be undertaken or the services to be provided, the goals and objectives of the program/project, etc.): The Housing Reserve Fund is used to deposit funds which will be available to create additional affordable housing opportunities for Carlsbad residents. The funds would specifically be targeted for use to acquire property to be used for new affordable housing projects. City of Carlsbad 2000-2001 CDBG/HOME Funding Application Page 2 - 1. ORGANIZATIONAL AB1 LITY/CAPACITY A. This agency is: 0 Non-profit 0 For-profit S Local public agency 0 State public agency 0 Other (Please specify.) B. What is the purpose/mission of the agency? Municipal Government C. How long has this agency been in operation? incorporation? Please include the date of Incorporated in 1952 D. How long has this agency been providing the proposed program/project? Housing Reserve Fund was established during 2WZW 1 program year Please submit an organizational chart for the agency as Attachment A. 1 E. , F. Please describe the agency's existing staff positions directly responsible for the proposed program/project and their qualifications and experience in implementing such a program/project. (Resumes may also be submitted as Attachment B but not in lieu of a complete response.) Debbie Fountain, Housing and Redevelopment Director, will be responsible for the program. Ms. Fountain has over 12 years of experience in affordable housing related work. G. Please indicate your agency's level of experience with the CDBG/HOME program. CDBG/HOME moaram: 0 0 0 p No or little experience, up to 1 year of using CDBG/HOME funds. Some experience, 2 to 3 years of using CDBG/HOME funds. Moderate experience, 4 to 5 years of using CDBG/HOME funds. Considerable experience, more than 5 years of using CDBG/HOME funds. H. If you have received federal funds, including CDBG/HOME funds, in previous years, have program violation findings ever been made against your agency/organization? No 0 Yes If yes, please explain nature of finding($ and how finding($ has been addressed by your organization. City of Carlsbad 2000-2001 CDBG/HOME Funding Application Page 3 II. FINANCIAL CAPACITY/STABILITY A. Please submit the proposed budget for the program/project, itemizing revenues and expenses, to this application as Attachment C. Indicate how the requested CDBG/HOME funds would relate to the overall proposed budget. Budget unknown until property is identified and appraised. B. Did you receive any CDBG/HOME funds from the City of Carlsbad within the last two years (2002-03 and 2003-04) for the proposed program/project? 0 No B Yes If yes, please indicate amount and status of previously awarded funds (fully expended, funds remaining, program/project discontinued). Amount Received Status CDBG/HOME funds $676.55 1 allocated to purchase of property C. Did you receive any federal funds, including CDBG/HOME funding from other cities, last year (July 2003 - June 2004)? w No 0 Yes (Please list funds below.) B. Will additional CDBG/HOME funds be required in future years for the project? 0 No UNKNOWN 0 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.) Affordable housing opportunities will be available to all Carlsbad residents. B. What is the approximate percentage of your clients that have annual family incomes in each of the following ranges: (Percentages should add to 100%: Please see the 2003-2004 Income Limits for the CDBG/HOME Program) % of clients are at 30 percent or below of the area median income % of clients are between 31 and 50 percent of the area median income % of clients are between 51 and 80 percent of the area median income % of clients are above 80 percent of the area median income NOTE: All of those benefiting from projects assisted by the Housing Reserve fund would be required to have an annual household income of 80% or less than the area median income. 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 City of Carlsbad 2000-2001 CDBG/HOME Funding Application Page 4 r_ well as the population to be served or the area to be benefited. Low and moderate income households would benefit from projects assisted by the Housing Reserve Fund by the increased availability of affordable housing in thecommunity. D. Please indicate the number of clients, by households or individuals, benefiting from the proposed activity and the percentage that are Carlsbad residents. unknown Households or - Persons of which -% are Carlsbad residents E. Does your agency focus its activities on populations with special needs? B No 0 Yes (Please specify) Please specify which special needs populations. (Homeless individuals/families, Persons with disabilities, Persons with substance abuse problems, Veterans, Farm workers & day laborers, Elderly, Children, etc.) IV. IMPLEMENTATION OF ACTIVITY A. Please submit a schedule for implementation of the proposed construction, rehabilitation, property acquisition, other construction related or new public/community service program/project as Attachment D. The agency must ensure the expenditure of all CDBG/HOME funds awarded within the program year. Implementation schedule unknown I, the undersigned, do hereby attest that the above information is true and correct to the best of my knowledge. /A/& - 03 Signature f Title f Date Date Received: Date Reviewed: Staff Person Completing Review: National Objective: Local Objective: Eligibility Determination: CITY OF CARLSBADCDBG PROGRAM2004-2005Program Year CDBG Program Community Development Block Grant To help serve the needs of lower income persons To assist in development of viable communities CDBG FUNDS Expenditure Category Requested Funding Total Funds Available Public Services 442,585 89,550 Public Facilities/Other Projects 847,903 238,938 Affordable Housing 847,903 238,938 Administration 120,200 120,200 Total 2,258,590 687,626 CDBG Funding Advisory CommitteePlanning Commissioner Melissa White Housing Commissioner Bobbie Smith Senior Commissioner David Ricker Northwest Quadrant James Sweeney Northeast Quadrant Eric Ohlin Southwest Quadrant Dale Ordas Southeast Quadrant Liz Paegel REQUESTED ACTIONS Accept public comments on the needs of lower income residents and CDBG Program proposals. Express Council’s intent to approve final funding allocations at a future meeting. CDBG/HOME PROGRAM2004-2005Program Year