12. CDBG fundingCOMMIiNITY DEVELOPMENT DEPARTMENT
CITY HALL
~ 0300 TORRE AVENUE: • CUPERTINO, CA 950Y4-3255
C V P E RT 1 H O (408) 777-3308 • FAX (408) 777-3333
Sumi-nary
Agenda Item No. I oZ Meeting Date: December 16. 2008
SUBJECT:.
Consider:
1. Awarding $500,000 of additional CDBG funding to Maitri to complete purchase of a
Cupertino four-plex for transitional housing.
2. Awarding $1,090,000 in Affordable Housing Funds to Senior Housing Solutions for the
purchase of single family home for congn~gate senior housing.
3. Amending the City of Cupertino's Fiscal Year 2008-09 Annual Plan detailing to the U.S.
Department of Housing and Urban Development (HUD) how the City intends to
distribute its Community Development S[oclt Grant (CDBG) funding.
4_ Dissolve the Teacher Housing Assistance Program and reallocate the funds to the Senior
Housing Solutions project.
RECOMMENDATION:
The Cupertino Housing Commission recommends the City Council loan $500,000 of additional
CDBG funding to Maitri to complete the purchase of a four-plea for transitional housing. They
also recomrnend matting $1,090,000 loan in Affordable Housing Funds to Senior Housing
Solutions for the purchase of single family home in Cupertino for congregate senior housing, and
further direct staff to amend the 2008 Annual Plan so that it references the funding amendments.
These actions necessitate the dissolution of the Teacher Housing Assistance Program_
BACKGROUND:
Maitri Transitional Housing Project:
In April 2008, Maitri requested $500,000
from the City for the purchase of .a four-
plex to be used for transitional housing
for South Asian victims of domestic
violence. The Housing Corr,,,,;ssion
believed that while it was a worthwhile
and exciting project, Maitri needed an
actual purchase contract prior to malting a
larger funding commitment. The City
Council concurred with the Housing
Commission recommendation and
directed Maitri to return with their request
i~ _~
~~ __
Consider proposals from Maitri and Senior Housing Solutions and an araes~dnrent to the 2008 Annual Plan
December 16, 2008 Page 2 of 3
for additional funding once they had made an offer on a property within Cupertino limits: In
November, Maitri located a property on Rosemarie Place that can sufficiently' serve their
clientele. The property can accommodate approximately 16 people in the nine-bedroom four-
plex_
To complete the sale on the $1,695,000 property, Maitri is requesting an additional $500,000
from the City of Cupertino. Attached is an updated sources and uses spreadsheet demonstrating
the commitment levels from the cities of Santa Clara, Mountain View, Sunnyvale, Milpitas and
private donors.
Senior Housing Solutions:
Senior Housing Solutions has requested
$1,425,094 from the City of Cupertino
to purchase a five-bedroom home on
Price Avenue to be used to provide
congregate living for five independently
functioning seniors 60 years old or
older. A portion of the request,
approximately $250,000, would be used
to remodel the home and make it
functional. The remodel generally
entails making the home one level by
removing any sunken rooms, adding a
bathroom and extra kitchen storage
space, including a second cooktop and
refrigerator.
Cupertino Housing Commission Meetin~c
The Cupertino Housing Comt,,;ssion met on November 13, 2008 to discuss funding both
proposals_ On a 4-O vote, the Commission accepted staffs recommendation of funding Maitri
an additional $500,000 in CDBG funds and awarding Senior Housing Solutions $1,090,000 in
Affordable Housing Funds. Senior Housing Solutions received less than the requested amount
since that was all that was available in the Affordable Housing Fund_ However, they were
encouraged to return > ext year with an application for the rehabilitation funds. On average the
city generates approximately $200,000 per year in housing mitigation fees depending upon
development activity. The Corrtmission was also informed that $200,000 of the funds being
earmarked for Senior Housing Solutions would come from the Teacher Housing Assistance
Program, resulting in dissolution of that program.
The Comm_ fission also voted to amend the 2008 Annual Plan submitted to HUD to show the new
allocation of CDBG funding. The amendment to the 2008 Annual Plan will reflect funding
Habitat for Humanity's Cleo Avenue construction from the Affordable Housing Fund instead of
through the CDBG program. This benefits both Habitat for Humanity and the City. Habitat for
Humanity has had some internal restructuring which has caused some construction delays and the
City is under a deadline to expend $530,0000 under HUD's "timeliness expenditure rule".
i2-z
Consider proposals from Maitri and Senior Housin Solutions and an ainendmeni to the 20Q8 Annual Plan
December 16, 2008 Page 3 of 3
HUD Timeliness Expenditure Rule:
HUD notified staff in June 2008, that on April 30, 2008, the City of Cupertino had more than 1.5
times the annual grant in unexpended funds and therefore was considered untimely. The City has
12 months, or until April 30, 2009, to spend the excess funds and meet the timeliness rule_ Since
this is the first time the City has ever been considered "untimely", the City was required to
submit a plan on bringing the City into compliance and reducing the timeliness ratio from 1.8 to
the required 1.5 or better. As part of the City's compliance plan, staff cited the Maitri acquisition
and the Cleo Avenue project as potential uses for the unexpended funds.
FISCAL IMPACT:
No fiscal impact to the General Fund is expected since the CDBG program is a federal
entitlement program and the Affordable Housing Fund is comprised of Housing Mitigation fees,.
which can only be used for affordable housing development_
PREPARED BY: Vera Gil, Senior Planner
REVIEWED BY
APPROVED FOR SLTBMTI"TAL:
Steve Piaseclci, Director of Davi W. Knapp
Community Development City Manager
Enclosures:
Reso O8-
Amended 2008 Annual Plan
Amended CDBG and Human Service Grant Allocations Slieet
Maitri Sources and Uses Sheet
Funding Applications:
Maitri
Senior Housing Solutions
12=3
R~soLUTION No. os-i6s ~ `~~~
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO
ADOPTING THE AMENDED 2008-09 ANNUAL ACTION PLAN AND
ALLOCATION OF CDBG AND AFFORDABLE HOUSING FUNDS
WHEREAS, 'the Housing and Community Development Act of 1974 provides that funds be made
available for the Community Development Block Grant program and Human Services Grants; and
WHEREAS, the City of Cupertino has received funds as an Entitlement Jurisdiction under said
Act; and
WHEREAS, the City of Cupertino is required to hold a public hearing prior to amending an
Annual Plan prior to expending said funds;
NOW, THEREFORE BE IT RESOLVED that the City of Cupertino hereby certifies that the
projects being proposed for finding meet the certifications outlined in Section 570303 of the Community
Development Block Grant Administrative Regulations; and
BE IT FURTHER RESOLVED that the City of Cupertino hereby approves the amended 2008-09
Annual Plan; and
BE IT FURTHER RESOLVED that the City Council had awarded Maitri $500,000 in CDBG
funds and $1,090,000 to Senior Housing Solutions in Affordable Housing Funds.
BE IT FURTHER RESOLVED that the City Manager is hereby authorized to submit the project
proposals and the amended 2008-09 Annual PIan approved by the City Council to HUD; and
BE IT FURTHER RESOLVED that the City Council of the City of Cupertino hereby authorizes
the City Manager to execute the agreements for allocation of said funds.
PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this
16th day of December, 2008 by the following vote:
Vote Members of the City Council
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST:
City Clerk
APPROVED:
Mayor, City of Cupertino
i2-a
EXHIBIT A
SUMMARY OF CDBC~ AND AFFORDABLE '
HOUSING FUND APPLICATIONS
PUBLIC SERVICE GRANTS:
A. Catholic Charities of Santa Clara County
Long Term Care Ombudsman Program
2008-09 Request: $5,000
Annual Goal: Provide advocacy for 25Q unduplicated Cupertino
residents and investigate and resolve .20 complaints.
Project Description: Provide advocacy for Cupertuno residents in Long term
care facilities to ensure they have a -voice in their own.
care and fY•eatment. The program .will receive,
investigate and resolve any .complaints associated with
the care of the long term care €acility residents.
Recommendation: $O from CD7gG, encourage City Council to consider
funding $3,1!37 from Human Service Grants program.
The program meets a high priority according to Table 2B of the Cupertino
Consolidated Plan. .This program -was previov-sly fuinded at the same level
through the Human Services Grants program of the Cupertino General Fvnd_
B. Community Technology Alliance
Homeless Management Information System Santa Clara County
2008-09 Request: $2,000
Annual Goal: Provide assisi:ance to 50 Cupertino residents. Services
include client: case management and data collection.
Project Description: Create a web-based system collecting information on
homeless services and collecting uniform -data
countywide an the homeless served by each service
provider.
Reco.~+mendation: $2,000 from Human Service Grants program.
The program does not meet a !nigh priority according to Table 2B of the
Cupertino Consolidated Plan since it is indirectly serving the homeless
population. However, the CDBG Ste+~ring Committee feels that this is a worthy
cause and would like the City Council to consider adding money to the General
Fund Allocation for this agency.
~2-s
EXHIBIT A
C_ Emergency Housing Consortium, Inc.
Emergency Shelter Program
2008-09 Request: $4,000
Annual GoaL• Provide emergency shelter to 15 unduplicated Cupertino
residents at emergency shelter facilities throughout Santa
Clara County-
Project Description: Provide 372 nights of shelter and supportive services to
meet the needs of 15 unduplicated homeless Cupertino
residents_
Recommendation: $3,987 from Human Service Grants budget
The program meets a high priority according to Table 2B of the Cupertino
Consolidated Plan.
D. Live Oak Adult Day Services
Adult Day Care for Seniors
2008-09 Request: $I5,456
Annual Goal: Provide "scholarships' to 11 Cupertino low-income
seniors enabling them to receive adult day care at the
facility_
Project Description:. Cupertino Senior Day Services provides services for
seniors at risk of being institutionalized. Seniors can be
dropped off at the Cupertino facility to receive care and
participate in recreational activities while family
members are working_
RecomT,•,endation: $14,379 from CDBG
As the Cupertino population ages, more seniors are in need of this valuable
service. Cupertino does not have a large inventory of senior assisted living units,
programs such as Cupertino Senior Day Services provides families with an
alternative to moving parents and older family members into an assisted living
setting.
iz-s
EXHIBIT A
E.
F.
Outreach and Escort _
Special Needs Transportation
2008-09 Request: $7,120
Annual Goal: Provide 6,220 discounted trips to 360 eligible Cupertino
residents.
Project Description: Provides frail. seniors and disabled adults with door-to-
door transportation to medical appointments, shopping,
adult daycare, senior nutrition programs, etc. Requested
' funds wilt be used to subsidize $1.00 of the $3.50 rider's
fare charged to Cupertino residents under the
ADA/Paratransit Program.
Reco.7+**.endation: $O from CDBG, $7,115 from Human Service Grants
program.
Although this is a worthwhile program that provided a needed service a
Cupertino population, there is, not enough money u~ the CDBG Public Service
budget to fund this program.
Second Harvest Food Bank of Santa Clara and San Mateo Counties
Operation Brown Bag
2008-09 Request: $7,500
Annual Goal: Provide food allotments to 50 unduplicated Cupertino
residents.
Project Description: Provide brown bags filled with food donations to
Cupertino seniors at Union Church of Cupertino_
Recommendation: $3,430 from CDBG
The program meets a high priority according to Table 2B of the Cupertino
Consolidated Plan. This program ~nTas .previously funded at this same level
through the Human Services Grants program of the Cupertino General Fund.
12-7
EXF77 RIT A
G. Senior Adults Legal Assistance
Legal Aide to Seniors
2008-09 Request: $9,948
Annual Goal: Serve 50 Cupertino seniors.
Project Description: Senior Adults Legal Assistance (SALA) provides free
legal services to Iow and very low-income seniors at the
Cupertino Senior Center. Legal services provided are in
the area of consumer complaints, housing, elder abuse,
and simple wills.
Recommendation: $9,717 from CDBG
Several years ago, the city council directed staff to work with SALA to increase
their services and funding level. The Cupertino Senior Center has stated that the
increased grant has helped tremendously during the past few years and would
like to encourage the city to continue funding the agency at the current funding
level
H. The Support l~Tetworlc for Battered Women
Domestic Violence Services for Cupertino Families
2008-09 Request: $5,000
Annual Goal: Serve a total of 16 unduplicated Cupertino residents.
Project Description: The Support Network operates Santa Clara County's
only 24-hour, crisis line for victims of domestic violence.
The shelter provides support services including
emergency housing to battered women.
Recommendation: $4,202 from Human Service Grants
The Support Network for Battered Women provides a valuable resource to
Cupertino residents as well as law enforcement officers in the city and is
considered a high priority need in the Consolidated Plan.
I. West Valley Comm,unity Services
Comprehensive Assistance Program
2008-09 Request $54,023
Annual Goal- Provide support services to 416 unduplicated Cupertino
households.
Project Description: West Valley Community Services has provided support
services to the West Valley's low and very-low income
households since 1973. Support services include a food
pantry, clothing closet and rental assistance.
12-&
EXHIBIT A
Recommendation: $16,054 from CDBG, $17,601 from the Human Service
Grants Program. _
The agency provides necessary services to Cupertino residents. This activity is a
medium priority need in the Cupertino Consolidated Plan.
j. West Valley Community Services
Rotating Shelter Program
2007-08 Request: $25,000
Annual Goal: Provide a maximum of 90 days shelter to 80 homeless
persons per year in churches located in Cupertino,
Saratoga and_ Sunnyvale. .The program also provides
counseling a~~d other support services to help stabilize
the guest's long term housing situation.
Project Description: A total of 11 churches and one synagogue in Cupertino,
Sunnyvale, Saratoga and Santa Clara participate uz the
program, 11 of which are- "host" churches. Each of the
"host" churches provides shelter for a 30-day period.
These "host" churches have the responsibility of
providing th.e guest with meals; YMCA passes 5 for
showers, etc. WVCS- provides additional support to the
shelter guests, including job counseling and assistance in
finding transitional and permanent housing.
Recommendation: $20,913 from CDBG
West Valley Co*+~+*+"+unity Services has been very successful in administering this
program and it remains one of the most successful rotating shelter programs in
the county. WVCS has applied to the cities of San Jose and Sunnyvale and has
been successful at receiving County- Emergency Shelter Grant funding. Staff
recommends the City continue its commitment to the Rotating Shelter Program.
K. United Way Silicon Valley
2-1-1 Santa C1aza County
2008-09 Request: $10,000
Annual Goal Provide all Cupertino residents with access to health and
" human service referrals at no charge.
Project Description: 2-1-1 Santa Clara County is a 24/7 non-emergency,
confidential, 3 digit phone number, authorized by the
California Public L7tilities Commission for use within the
iz-s
EXI3~IT A
County of Santa Clara. The program provides
streamlined access to health and human service
information and referrals at no fee to the caller.
Recommendation: $2,000 from Human Service Grant funds.
This agency was funded last year from the Human Service Grant funds,
CON STRL7CTI ON/REHABILITATION:
L. Habitat for Humanity Silicon Valley
Cleo Avenue
2008-09 Request: $250,932
Annual Goal: Overall goal is to construct four affordable homes on City
owned parcel on Cleo Avenue.
Project Description: Ln February 2008, Habitat for Humanity's proposal . to
-develop the Cleo Avenue parcel was selected. The
proposal initially stated that the agency would need
$200,000 as well as the cost of the land to construct four
single-family homes affordable to low and very low
income households_ However, the agency is requesting
$250,932 because they have many projects underway in
the Santa Clara Valley and are unable to request
additional money from traditional project sponsors_
Recommendation: $89,984 from 2007-08 CDBG and $160,948 from 2008-09
CDBG Allocations.
The construction of the affordable housing for the very-low and low income is a
iugh priority in the Consolidated Plan.
M_ Maitri
Transitional Housing Acquisition Project
2008-09 Request: $800,000
Annual Goal- Purchase a 16 bed, 4-plex that will provide safe
transitional housing to South Asian victims of domestic
violence, human trafficking, cultw-al isolation and fam;ly
conflict.
Project Description: Maitri seeks to purchase a 16 bed, 4-plex that will
provide safe transitional housing to South Asiai~ victims
of domestic violence.
~2 - io
EXHIBIT A
Recommendation: $246,801 front 2007-OS CDBG and $553,199 from 2008-09
CDBG Allocations for a total of $300,000.
This project has suddenly come to fruition with Maitri enterizzg into a contract for
a property on Rosemarie Place izz Cupertino_
N. Rebuilding Together Silicon Valley
Rebuilding Housing Repair and Home Modifications
2008-09 Request: $40,000
Annual Goal: Repair homes for three Cupertino households_
Project Description: Rebuilding together Silicon Valley will repair and
rehabilitate acid improve the accessibility and mobility of _
homes for tow and very-low income households_
Recommendation: $40,000 from ,2008-09 CDBG Allocation.
The City of Cupertino has been searching for an agency to fill the void left by
Economic and Social Opportuz~-ides now defunct home access program and this
program will provide similar home access services to Cupertino residents.
ADMINISTRATION/FAIR HOUSING:
O_ Eden Council-for Hope and Opportunity (ECHO)
Fair Housing Services
2008-09 Request: $9,850
Annual Goal: - Fair housing; education to the housing industry,
investigating allegations of discrimination (10 cases a
year).
Project Description: Provide fair housing assistance to the city of Cupertino,
including conducting presentations, cov_nseling housing
providers, and investigating allegations of
discriminatior~.
.Recommendation: $7,836 from 2[108-09 CDBG Administration Cap.
The program will provide a valuable service to the City of Cupertino. ECHO has
been providing Cupertirao's fair housing services for many years. Staff likes the
consistency of having ECHO continue the program. Staff would like to require
that the agency be required to meet with local apartment managers annually. to
review fair housing law and provide informational meeting for tenants on fair
housing:
AFFORDABLE HOUSING FUND:
iz-i~
EXHIBIT A
P. West Valley Co**-~**~unity Services, Cupertino
Affordable Housing Placement Program .
2008-09 Request: $65,000
Annual Goal: Provide placement and necessary support services to 75
households (250 individuals)_ Continue current services.
Project Description; West Valley Community Services has been responsible
for the screening and placement services for ten senior
units located at Chateau Cupertino as well as below
market rate rental units. They maintain a waiting list for
qualified applicants and provide services to those placed
in the affordable units.
Recommendation: $65,000 (Affordable Housing Fund)
The agency has successfully performed the necessary task of screenng and
placement for -the below market rate program_ 'The agency "also monitors the
BMR program annually_
Q_ Senior Housing Solutions
Price Avenue Home
2008-09 Request: $1, 425,000
Annual Goal: Provide congregate living for up to five seniors in a
single family home on Price Avenue, Cupertino.
Project Description: Senor Housing Solutions will purchase a single-family
home on Price Avenue and make muzor modifications to
house up to five seniors.
Recommendation: $1,090,000 (Affordable Housing Fund)
The agency will be serving a population with high needs accorduzg to the City s
Consolidated Plan.
iz-iz
CDBG and Human Service Grant Allocations
Attachment A
.Request ~ 2008109 2007108 2008109 Human Total
CDBG and CDBG Affordable Service Allocation
Program Reallocation Housing Fund Grants
Income
Catholic Charities -Long Term Care Ombudsman $ 5,000.00 $ 3,187.00 $ 3,187.00
Community Technology Alliance $ 2,000.00 $ - $ 2,000.00 $ 2,000.00
Emergency Housing Consortium-Emergency Shelter $ 4,000.00 $ - $ 3,987.00 $ .3,987.00
Outreach and Escort -Special Needs Transportation $ 7,120:00 $ 7,115.00 $ 7,115.00
Support Network for Battered Women~Domestic Violence $ 5,000.00 ~ $ 4,202,00 $ 4,202.00
Live Oak Adult Day Services -Senior Adult Day Care $ 15,456.00 $ 14,379.00 $ 14,379.00
Second Harvest Food Bank-Operation Brown Bag $ 7,500.00 $ 3,430.00 $ 3,430.00
Senior Adults Legal Assistance - Legal Assistance $ 9,948.00 $ 9,717.00 $ - $ 9,717.00
United Way 2-1-1 Santa Clara Co. Information and Referral $ 10,000.00 $ 2,000.00 $ 2,000.00
WVCS-Affordable Placement Program $ 65,000.00 $ 65,000.00 $ 65,000.00
WVCS -Comprehensive Assistance Program $ 54,023.00 $ 16,054.00 $ 17,601.00 $ 33,655.00
WVCS-12ntatina Shelter Rrnaram ~ ~s nnn nn a ~n of z nn c e ~n of ~ nn
Subtotal $ 210,047.00 $ 64;493.00 $ - $ 65,000.00 $ 40,092,00 $ 169,585.00
ConstructionlAcquisitionlRehab
Habitat for Humanity- Cleo Avenue $ 250,932.00 $ 250,932.00 $ 250,932.00
Maitri-TzansitionalHousing $ 800,000.00 $ 553,199.00 $ 246,801..00 $ 800,000.00
Rebuilding Together Silicon Valley-Home repairs & Mod: $ 40,000.00 $ 40,000.00 $ ' 40,000.00
Senior Housing Solutions $ 1,425,094.00 $ 1,090,000.00 $ 1,090,000.00
Subtotal $ 1,090,932.00 $ 593,199.00 $ 246,801.00 $ 1,340,932.00 $ $ 2,180,932.00
Program Administration;
Administration $ 77,377.06 $ 77;377.06
Eden Council for Hope and Opportunity $ 9,850.00 $ 8,618.94 $ 8,618.94
Subtotal $ 9,850.00 $ 85,996.00 $ - $ - $ - ~ 85.996.00
N
i ,
W
Maitri Transition blouse Acquisition Sources and Use of Funds
Phase 1
Acquisition Cost 1,695,000 1131109 CDBG Funds:
Closing Cost •7,500 1131109 City of Cupertino 300,000 Committed
Insurance 5,000 1131109 City of Cupertino 500,000 Pending City council Approval
Inspections 1,000 1131109 City of Santa Clara 200,000 Committed
City of Sunnyvale 200,000 Committed
City of Mountain View 75,000 Committed
City of Milpitas 5,000 Committed
Individual Donors 528,500 Committed
1,708,500 1.808.500
2
N
A
Remodel (including ADA Compliance) 100,000 7131109 CDBG Funds
Relocation Cost 200,000 711109 Individual Donors
Capitalizetl.Operating Reserve 50,000 7131109 Rental Income
Furnishings 30,000 7131109
._.:_
380,000
200,000 2009110 Fiscal yr
41,625
38,375
280,000
C]CTY OF CUPERTINO
COMM7JI~TITY DEVELOP'MEN'T` BLOCK GRANT (CDBGj PROGRAM
. s ~' FOURTH YEAR FUNDING CYCLE FY 2008!2009 and 2010/2011 _
STANDARDIZF,D APPLICATION FOR FUNDING
1. APPLICANT ORGANIZATION: Date=_ November 10. 2008
Agency Name• MAITRI
Street Address: 234 East Gish Road. Suite 200 City: San Jose State: CA Zip: 95112
EXECUTIVE DIRECTOR: Sarah Khan (Prog,ram Director!
Phone No: 0408) 436-8393 Fax No:_ ~408~ 436-8381 E-Mail:prog~ directorra?.maitri_org
2_ PROJECT NAME: Transitional House Acquisition Proiect
Brief Project Deseiiption:Maitri seeks to purchase a 16 bed_ 4-ulex that will provide safe transitional
housing to South Asian victims of domestic violence. human trafficlun~. cultural isolation and family conflict.
Identify City of Cupertino Consolidated PIan Priority Needs: Cupertino's Consolidated Plan idenfifies
victims of domestic violence as a high priority sub' ponu.lation requiring housing and supportive services in table
3.
Project Address/Location: A location in Cupertino to be detem+~.~ed !see attached listings)
CONTACT PERSON/TITLE: Anjali Duyu-i '
Phone No: 40.8-472-2644 Fax No:_ (408. -436-8393 E-Mail: aduj~comcast.com
FUNDS REQUESTED: $ 500.000 Total Project Costs $2.020_000
Is this a Public. Service Project: Yes ®No Q Cost Per Service Unit or Per Client:
$4.000%lient/vear Lover a 25 vear period!
Funds Requested from Cupertino in FY O$/09:~~700.000 Funds Received in FY_07/08. $O
Number of proposed unduplicated Cupertino beneficiaries: 4 der year
Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median
income:
0-30% (Extremely low) 2 31-50% (Very. low) 2 51-80% (low)
City of Cupertino Standardized flpplication for Fun~rrg~Y 07/08
4. PROJECT DESCRIPTION AND NU1V18ER OF UNDUPLICATED CLIENTS SERVED:
Provide a brief description of the specific project being proposed. This description should cleazly state
what the project intends to provide or accomplish and the specific activities for which funds will be
used. It should describe the City of Cupertino target population and geographic boundaries of tazget
areas. Also indicate the specific type and number of total unduplicated project beneficiaries (e.g. 50
lower income families, 25 homeless persons, I00 lower income households, etc.).
Maitri's Transitional House (TI3) serves South Asian women and their children impacted by DV, human
trafficking, cultural isolation, and family conflict, who need supportive services and transitional housing while
they rebuild their lives. Residents and their children receive case management, counseling, legal, immigration,
language assistance, and other supportive services while they look for employment, permanent housing,
tr3;n;ng, or education_ Funds from Cupertino will assist Maitri to acquire a new TH in Cupertino, which will
provide beds for 16 Santa Clara County residents and will serve ~ 16 at a time for an average stay of 9 months,
almost doubling its current capacity. The new TH expects to serve 22 individuals including 4 Cupertino
residents per yeaz, will have spaces for children to play, an up to date security system with personal lock boxes,
and rooms for meetings or classes, all -while supporting the privacy and comfort of women and children
addressing their issues of DV and human trafficking. Through the new TH and its supportive services, Maitri
expects that 80% of clients will move into permanent housing and 80% will have achieved one or more of their
own objectives in their plan_
5. PROJECT PURPOSE AND ODJECTIVES:
Specify objectives project intends to accomplish and identify desired outcomes. and benefits. How does
the purpose and objectives meet the priority needs?
Worldwide, it is estimated that one in three women experience DV at some point in their lives. According to
2000 Census information, Cupertino has a population of 50,456 residents, Asian Indians making up 8.7% of the
total population or 4,408 individuals. Based on the worldwide rate of DV, one can presume that there aze more
than 730 Cupertino female Asian Indian victims of DV and according to the California Department of Justice,
Cr;m;nal Justice Statistics Center, of only those that have been reported, there have been 414 DV calls for
assistance in Cupertino from 2002 to 2006. Unfortunately, Cupertino South Asian victims have several cultural
barriers to leaving that abuse: South Asian batterers may use their victim's residency status to control them and
prevent them from leaving; immigrant victims would not be able to work legally if they Left their abuser until
they received residency status as allowed through the U and T visa program and the Violence Against Women
Act, which may take up to one year; South Asian culture often imposes the burden of blame on victims making
it difficult for South Asian victims to find support from peers; and repercussions from leaving may ha_ ve an
impact on a South Asian victim's family in their native country.
Maitri responds to this epidemic by providing transitional housing and supportive services at its current TH: .
The current TH, however, is too small to accommodate the number of women seeking assistance; too unstable
as it is on a month to month rental lease; not safe enough, lacking appropriate security cameras; and is in need
to comply with ADA requirements, which is difficult to negotiate with the current Iandlord_ As a result, Maitri
seeks to acquire a new TH in Cupertino that will provide beds for a total of 16 County residents, which include
4 Cupertino residents. Maitri expects to serve 22 TH clients par yeaz so that they can address their experience
with DV and human tracking in a linguistically and culturally supportive setting, in a transitional living
situation that allows time for them to address various. legal barriers to rebuilding their lives.
~2-~s
City of Cupertino Standardized Application for Funding FY 08/09 _ __
6. PROJECT MANAGEMENT
Briefly describe how the project will be managed and administered, including proposed staff time and
staff functions_
Maitri already has ~ managementt structure in place as it already operates the only TH program unique to
South Asian victims in all of Northern California_ D~Iaitri's Board of Directors, an executive team of leaders
in the South Asian community, conducts monthly meetings with volunteers and staff in order to monitor the
progress of its programs as well as provides guidance in the overall management of agency operations; some
Board members providing further direction and program oversight informally more often. Weekly meetings
provide support and structure for the Program Director (1.0 FTE) who manages the TH's general operations
and for TH Coordinator (1.0 FTE) who manages and oversees direct services to clients. Maitri volunteers
are also integral to direct service activities, each resident working with an assigned volunteer. Moreover, TH
staff and volunteers meet continually to discuss progra-m~natic issues and the progress of individual clients
as well as to gauge the efficiency of their work.
7. AGENCY DESCRIPTION AND PREVIOUS CDBG, I30ME OR ESG ACCOI~ZpLISH1~~NTS:
Please give a brief general description of your a€;ency and the services provided. Also provide a brief
description of your agency's experience in providing the proposed services. Ifpreviously funded, what
where goals and accomplishments of CDBG projects.
Maitri was founded in February 1991 by a collective of South Asian community leaders in response to the
growing need in the South Asian community to have a place where those experiencing problems could call a
helpline for linguistically and culturally appropriate information, referrals to mainstream agencies, and informal
peer- counseling_ Through these activities, Maitri sought to foster self-reliance and self-confidence in South
Asian women and their children who were dealing with domestic violence, human trafficking, family conflict,
and cultural isolation, helping women 1Parn how to help themselves_ Today, Maitri provides linguistically and
culturally tailored services through intensive client advocacy, legal assistance, and peer counseling, as well as
an outreach program that builds community awareness ~md addresses-policy change, by providing a free hottine,
support groups, legal advocacy, empowerment progranLS, and transitional housing. Maitri provides services in
large part through its core of 25 active volunteers who speak over 15 South Asian languages that include
Bengali, Hindi, Kashmiri, Punjabi, Tamil, Telugu, and Llydu. Maitri also makes referrals to community agencies
and emergency shelters and offers technical assistance and cultural sensitivity tra~T+~T+g to courts, police; and
legislation. Maitri's Boazd and staff have also won several awazds for its service to the South Asian community.
(Please see attached awards and certificates)_
City of Cupertino Standardized Application for Fun~i?ig ~Y 08/09
8. AUDIT INFORMATION-
Please provide the date of the most recent audit of your organization. Describe any findings or concern
that may have been cited in the audit or in any accompanying management letter particulazly any
pertaining to the use of CDBG funds. Also, describe any actions taken to correct identified findings or
concerns. -
Maitri's most recent audit was for the 2007 calendar yeaz. Its audit showed no concerns.
9. OTI~R SOURCES OT{ FUNDS ANTICIPATED F`OR TI3IS PROJECTI:
SOURCE ESTIMATED AMOUNT STATUS
Bridge Loan
individuals or Banhs $200,000
" Pending (December 08)
City of Santa Clara $200,000 Committed
City of Sunnyvale $200,000 Committed
City of Milpitas $5,000 Committed
City of Mountain View $75,000 Committed
Clyof.~Cuertino• -
Ci of Cu ertmo $200;000
$500,000 Cb`mmitfed
~e~ndin `" Dec 08 `
Individual Donors
Individual Donors $300,000
$340,000 Secured
Co**~m;tted
ESTIMATED TOTAL PROTECT COST: $ 2.020_000
(Should equal total project cost on cover page)
= Include all sources of funds including CDBG allocations.
2 Should indicate the status of commitment of funding source, i"e. secured, committed or application pending with
anticipated dates of final funding decisions.
12-18
City of Cupertino StartdardzzedApplication,for Funding FP QB/09
4
10.
CITY OF CUPERTINO
PROJECT WORK PLAN
FY 2008/Z009 1
AGENCY NAME MA,TTRI
PROJECT NAME Transitional Housing Acquisition Project
RATE PREPAREA November 10, 2008
Specific Activities Products or Milestones to be accomplished Benchmarks or Beneficiaries
(Use Specific Numerical Data When Possible) For Eaeh Quarter
uan ' When Possible
1st 2" 3` 4 TOTAL
Maitri will, get intocontractwith aseller of a 4- Maim will acquire a 4-plex with four 2 bedroom units 16 ~ 1 beds
plex in Cupertino, which has four 2 bedroom that will provide a maximum of 16 beds to Cupertino beds
units, and other County South Asian victims of DV, human
trafficking, cultural isolation, and family conflict.
Maitri will acquire a 4-plex building in Cupertino 22 Maihi clients and their children from Cupertino and 12 ~ 4 16 clien
with four 2 bedroom units that will provide
t
iti from the rest of the County will have a safe, supportive clients clients
rans
onal housing and supportive: for 16 place to rebuild their lives after experiencing DV,
individuals at a time, with a total of 22 clients per human trafficking, cultural isolation, and family conflict
year,
Maitri will custom¢e the 4plex building in' Maitri clients and their children will address their $0% 0°
Cupertino for occupancy for 16 current or other experience with DV while searching. for employment,
additional Maitri Transitional House residents. educational, and housing opportunities. 80% of Maitri
clients living at the Transitional House will find
permanent housing.
N
City of Cupertino Standardued Application for Funding FY 07/08
II.
BUDGET
For Amount Requested
FY 200812009
N
N
O
Agency Name: _1NAITRI Date Prepared: November 10, 2008
ProjectName: Transitional HousingAcquisifionProject
CATEGORY ~ BUDGETFORYEAR
SALARIES:
Personnel
Benefits
OFFICE EXPENSE:
Rent .
Telep6ouelFaz
Pdntmg
Travel
Utilities
Office Supplies
Postage
Equipment Maintenance
(Repair _
PROJECT EXPENSES:
Accounting Services
Auditing Fees
Insurance
Davis Bacon Compliance
PROJECT CONSTRUCTION: .
Appraisal
Engineering Services
Arcltitectural/Design ,
Acquisition $500,0011 ,
TOTAL: $500,000
City of Cupertino
6
Standard~zedApplication forFundmgFY08/09
A
d CDBG/AHF PROJECT ACQUISITION A7VD/OR CONSTRUCTION-ATTAC]~NT
FY 2008/2009
APPLICANT ORGANIZATION: MAITRI
PROJECT: Transitional Housing Acquisition Proiect
FUNDS REQUESTED FROM: CDBG ® Afi.'ordable Housing Fund (AHF) ~
TYPE: Hew Construction Q Acquisition ® Rehabilitation Q
1. PROJECT DE5CRFPTION:
Loan R uest: $700,000 Cost/Unit: 505,000/ 2BR unit
Total Develo went Cost: $2,020,000 Total Cost/Unit: $505,000/ 2BR unit
Ultimate Borrower: Maitri
Co-General Partners
Architect• -
General Contractor:
Consultant: Leika Ke'riwal
Pro Mana ement: Maitri
Service Provider: Maitri Site Control: Maitri
Pro'ect T e: 4 1ex Land Area.: 8000 -15000 s ' ft
Pro'ect Desi : TBD Residential Floor Area: 5,000 s „arP feet
No_ Res_ Bld s: I Commuai Room: Yes
No_ Stories: 1 Elwators: TBD
Pazld-n S aces: 6-8 Guest Parkin S aces: 2
Paz T e: C orts Other Uses S eci :Transitional House
Commercial Uses S eci N/A -
2. LOAN SiTMMARY-
LOAN TYPE SOURCE LIEN STATUS AMOUNT TERMS
Acquisition: SellerlJnd~~idu~ ~endix`g $,2,,,~„OO~QOO 5 years
Predevelopment:
Construction-
Permanent Santa Clara Committed $200,000 Grant
Financing: Mountain View Cornrn;tted $75,000 Grant
Sunnyvale Comrriitted $200,000 Grant
Mil rtas.
_,
p~
,
Committed $ 5,000 Grant
a
~
„
~ r
Dupe tEno: - ~endmg - $SOOO~00(~ Grant
Cupertino Committed $200,000 Grant
- Individual Donors Co*+~mitted $340,000 Donation
Individual Donors Secured $300 000 Donation
Operatic Subsid -If ap licable lease identi' and a lain-an o eratin subsidies the ro'ect
City of Cupertino CDBG Progrcrm CDBG/,4HF Funding Attachments 2008/20012
1
anticipates receiving.
Maitri will receive greats from government, foundation, corporate, and individual sources to run its.
Transitional House Program. The Program expects to receive $100,000 to cover Program expenses,
including replacement reserves.
3. UNIT MIX-
# of
Bdrms # of
Units AHF'
Assisted CDBG
Assisted Total
Restricted Rent (tess
utilities) Utility
Allowance Income
Limit SH/SNP
Units
9* 4* All All $150 av N/A N/A 4
*Special needs population
4. MA~2E~+-T INI<'ORMATION:
Unit Type (Bedrooms) Market Rent Maa. Project
Rent Difference.
~ Percent of
Market .
2 Bedroom a artment $1,800 $ 150 av $1 650 8.33%
5. LEVERAGING OF FUNDS:
Clearly sta#e how an allocation of CDBG-and or AHF Funds will assist in leveraging other financing for
this project.
Maitri has been actively meeting and soliciting. several cities in Santa Clara County for support of its
Transitional House Acquisition, including the cities of Milpitas, Fremont, Mountain View, Sunnyvale, Santa
Clara, as well as Santa Clara County. Some applications; such as one for the city of San Jose require support
from other entities before it will consider fiTnding an acquisition project such as the Transitional House. As a
result, securing funds requires initial support from other entities. In addition, several of our private donors have
suggested that they would be more inclined to support the acquisition project if Maitri had government support.
We seek that support from Cupertino to acquire a 4-plex with four 2 bedroom units in Cupertino in the. hopes
that funds will leverage other funding opportunities from other cities and the County as well as major donors.
City of Cupertino CDBG Program CDBG/~4HF Furtding.4itachments 2008/203'9 22
2
6. Development Bud>=et:
Item ~ Total Project Resldentisl Costs Resfdentlsl Costs Analysts
Costs Per IInit Per 5R PerBdrm_
Land Cost or Valve (purchase prix of the buildinp~ $-i -700,000 $1,700 000 $425,000 $340 $1$8,889
Demolition
~g~[~a°~') $7500 $7,500 $1,875 $1.50 $833.33
Existing Improvements Valve
Off situ Improvements
Reloeation Expenses (£or font nnits)
New Construction - $200,000 $200 000 $50,000 $40 $22,222
Site Work
Sire,.-r,,...g
General Requirements
Contractor Overhead
Contractor Profit
Subtotal New Corrsirudfon
SOFT COSTS
Total Architectural Costs
Const Interest ~ Fees
Perm_ Financing Costs
Lender Legal Pd. BY Applicant
Other Legal -Specify
Capitalized Rest Reserves
capi+"':'sdoperarngxe~~.e $50,000 $50,(100 $12 500 $10 $5556
C-apitatized Replacement Reserve
APPi'"aisa2
Smvey RC Rno".w r:_..se
Construction contingency - $47,500 - $47,500 $11,875 $9.50 - $5278
TCAC App/AllocJMonitor Fees
Environmental Audit ~ _
Local Dev. Impact Fees
Permit Processing Fxs
Capital Fees .
Marketing
Fumishiags - .
other Inspeetion/testing $1 O 000 $1 O 000 $2,500 $2.00 $1111
other-specify-hasuranx $5,000 ~ $5,000 $1,250 $1.00 $556-
Broker Fees Paid by Owner
Consuhaut/Processing Agent - _
Subtotal Salt CasLr:
DEVELOPER COSTS -
Froject miniStratinn
~
`
Developer Overhead/Profrt ~ - -
Const. Mngmt Oversight
Subtotal Developer Casts. -
TOT.4.LPROJECTCOST' $2,020,000 $2,020,000 $405,000 $404 $224,444
_ r~ ~-~ [cyrais~ auorora[ ueye[oper costs )'f
City of Cupertino CDBG Program CDBG/AHF Funding Elttachments 2008/ZOOS- 23
7. STABILIZED OPERATIITTG BUDGET
Budget Line Item
- Anneal Avg.
P/Il/Y Avg.
P/CT/M Percent of
Gross
Income
INCOME:
Tenant Payment or Underwriting Rents $7,200 $7,200 $600 7.2%
Rent Subsidy (Specify)
Government Grants
Foundation Grants
Corporate Grants
Individual Donalions/Events
$20,000
$10,000
$62 800
$20,000
$IO,000
$62;800
$1,667
$833
$5 234'
20%
20%
62.8%
Other lncome - (Latmdry)
GROSS SCHEDULED INCOME
LESS: $100,000 $100,000 $8,334 I00%
Vacancy Rate @ O%
EFFECTIVE GROSS INCOME $200,000 $100,000 $8,334 100%
EXPE1~lSES:
General Administrative
Management Fee
Utilities water/Sewer $5,000 $5,000 $417 5%
Payroll/Payroll Taxes $51,760 $51,760 $4,313 52%
Insurance $1,500 $1,500 $125 1.5%
Maintenance $8,500 $8,500 $708 8.5%
Water/Sewer
Other :Telephone, Travel $2,164 $2,164 $180 22%,
Operating Expenses (w/o property taxes, reserves, and
On-Site Supportive Service Coordination) $68,924 $68,924 $5,744 68.9%
Property Taxes and Assessments -
On-Site Supportive Service Coordination $2 8,150 $18,150 $1,513 18.2%
Replacement Reserve Deposits $i 1,334 $11,334 $944 11.34%
Operating Reserve Deposits $1;592 $1,592 $133 I.33%
Other Reserves: (Specify)
Total Operating Expenses and Reserve Deposits $100,000 $100,000 $8,334 100%
NET OPERATING INCOME: O O O _ O%
REQUIRED DEBT SERVICE: O O O 0
PPrr*+Anent Loan NA NA NA NA
Other NA NA NA NA
Other NA NA NA NA
Total Debt Service O O O O
Available Cash Flow O O O 0
Proposed Uses of Available Casb Flow
Excess cash will be used as operating reserve deposits and will go bacl~ into program costs for current budget or
will be held over for the next year's budget_
Proposed Operating and Replacement Reserves -
In Silicon Valley land and building acquisitions are valued at 60% and 40% respectively. A 1.7 million dollaz
acquisition would estimate a buildings value at $680,000. Maitri proposes a replacement reserve of $11,334
over 60 years to provide for that replacement cost. This cost would be covered by individual donations in the
Transitional House operating budget.
City of Cupertino CDBG Program CDBG/AHF Funding Attachments 2008/20- 24
4
8. PROFORMA
15 YarCa8R6r Ptlor erl Yar1 Yat7. ~ ar4. YerS 1a6 Yari Yalrt erg Ym IO Y1a 11 aril YmV Ybr l4 Yar 15
and Pgaal~
aU6dalMtiry 73 7,11 7, . ; {I _4K 1 1,17 9.11 9 9, .. 9 1 10.7 10.19
Rawl
RaW>3
line
~
lowmo 5
IOD, 97j
105, 98,41
106, 101,10
,109 IOI,M
lllj7 l07jt
111 lIO,B
119, IN
' 1 11T
116,6
Ill,
170,
ISA,71
11tj9
171,43
131,4
131ji1
143j
U
116,
140jfi
151,75
Y~~
~~~
loa.a 100, 1 IOfy 109, 1i;77 II 119, IlQ6 130,4 13{
u0.
I4;7'9
1
171,11
~°i0o8 ,~ 7!,111 75,71 71 19 8{,7 87j1 89, 9; 97, 101,E 101
7Ym
Sa~rb 18,1 11,69 19 19, 30,11 L,011
. L, 1;99 U 11,39
17,11
1(
26,6
17,
RN~~
~1Fmma
Ramm 11
1 11,67
1,61 1;02
; 11 j8
~ 1,74 ui7
1,79 U,
1 13,7
190 1J I
;Ol N,
7. 'I5,15
;l I5, ]6,1
7j 16,
291 17,1
;4
OC nd
Na09a1W8 100, 107, 106, 109, 117j5 ll 119, @fij W,4 U0. 14;77( 116, V
9amrallada .
ToWlk81
hPlopArOL
I I
Och 9av6e
N
N
N
City of Cupertino CDBGProgram CDBG/AHFFundingAttachments 2008/2009
CITY OF CUPERTINO
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
FOUT73 YEAR FUNDING CYCLE FY 2008/2009 and 2010/2011
~s~_
STANDARDIZED APPLICATION FOR FUNDING
1. APPLICANT ORGANIZATION: Date: November 10. 2008
Agency Name: Senior Housing Solutions
Street Address: 512 Valley Wav City: Milpitas State: CA Zip: 95035
2. PROJECT NAME: Cupertino Senior Residence Proiect
Brief Proiect Description: Senior.Housing Solutions (SHS) is planning to develop 5 units of affordable
housing for extremely low-income seniors in the City of Cupertino. Through purchase and rehab of a
single-family home SHS will develop the project to serve independently functioning seniors 60 years of
age and older whose income is $1,000 a month or less. Rent will be held to 30% of income and include
utilities, phone, cable and laundry facilities_
Identify City of Cupertino Consolidated Plan Priority Needs (see attached): Throughout the plan
affordable housing and support service needs for seniors are rated as High. Specifically: Priority Needs
table 1B pg_45, Table 2A pg_46, Table 2B pg: 47 show HIGH priority need. Also related is Goal A
Policy 3.3 pg.17, Policy 3.4 pg.18, Policy 3.9 Implementation Prog. 26 on pg_ 20-21,-Goal D Policy 3-
11 Implementation Prog. 32 pg. 22 all relate to affordable housing for extremely low-income seniors.
Proiect Address/Location: The Cupertino Senior Group Residence address will be 19935 Price St.
CONTACT PERSON/TITLE: Bob Campbell, Executive Director
Phone No: 408-416-0271 Fax Noc 408-416-0278 E-Mail: bob(cr7srhousingsolutions.org
3. FUNDS REQUESTED: $1.425.094 Total Project Costs $1.533,044
Is this a Public Service Project: Yes Q No X Cost Per Service Unit or Per Client: $306.609
Funds Requested from Cupertino in FY 08/09: $1,425,094 Funds Received in FY 07/08:
Number of proposed unduplicated Cupertino beneficiaries: 5
Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median
income:
0-30% (Extremely low) 5 31-50% (Very low) 51-80% (Iow}~
City of Cupertino Standardized Application for Fundil~~' OS/09
Phone No:408-416-0271 Fax 110:408-4I6-027K E-Mail:bob~srhousingsolutions.org
4. PROJECT DESCRIPTION AND 1~TUi~~ER OF UNDUPLICATED CLIENTS SERVED:
Provide a brief description of the specific project-being proposed. This description should clearly
state what the project intends to provide or accomplish and the specific activities for which funds
will be used. It should describe the City of C~ipertuso target population and geographic
boundaries of target areas. Also indicate the specific type and number of total unduplicated
project beneficiaries (e.g. 50 lower income families, 25 homeless persons, 100 lower income
households, etc.).
The mission of Senior Housing Solutions (SHS) is simple: To develop affordable housing to help
extremely Iow-income seniors improve their qu~~tity of life. Our innovative model combines housing,
property management and case management to achieve positive health and quality of life outcomes for our
residents. Today the SHS provides 42 units of afiFordable housing for extremely low-income seniors in
nine single-family homes throughout Santa Clam. County.
The Cupertino Senior Residence Project will use funds requested for acquisition and rehab activities.
We aze currently in a purchase agreement for the property at 19935 Price Ave in the City of Cupertino.
When complete the Project will provide affordable housing to 5 extremely low-income seniors. Rents
will be held at 30% of the senior's income_ Our ~targeb is City of Cupertino residents .who are seniors 60
years of age and older who function independently and whose income is $1,000 per month or less.
The house is currently a 4 bedroom 2 bathroe~m house. Rehab actives will add 1 bedroom-and 1
bathroom in the existing footprint. Rehab activities will include a new roof, gutters, window coverings,
floor covering, interior and exterior paint, new ELVAC system as well as modifications and remodel of
the kitchen and common areas in the house. Our projects usually are completed within 6 months of the
start of construction. Therefore we expect the project to be ready for occupancy in late s,~mmer 2009_
5. PROJECT PURPOSE AND OBJECTIVES:
Specify objectives project intends to accomplish and identify desired outcomes and benefits. How does
the purpose and objectives meet the priority needs?
Following are key outcomes that wilt be achieved.
Outcomes
• Development of 5 units of housing for seniors 60+ years whose income is $1,000 a month or less
with rent set at 30% of income
• 75% of residents will report they have :at Ieast one other house mate they can confide in when
feeling troubled
• 75% will report they are generally satisfied with their life since moving in
• 80% of residents will report they have lbeen able to maintain or increase their level of physical
activity
• 85% will report their life is as good or better since moving into Senior Housing Solutions --
and of these,-50% report their life: has improved
• 100% of residents will report that they feel safe living in the house white 80% report their sense
of safety has improved since they moved into Senior Housing Solutions housing
Czty of Cupertino Standardized.4ppliaationforFunc~i~zg~'YOS/09
;~
6. PROJECT MANAGEMENT
Briefly describe how the project will be managed and administered, including proposed staff time
and staff functions.
On-going management of the project will be done by the staff of Senior Housing Solutions. We have a
staff of 3 full time employees. Bob Campbell our Executive Director holds a Masters Degree in
Nonprofit Administration and has been with Senior Housing Solutions for 12 years and managed the
development of eight Senior Group Residence Projects. He is responsible for all outside relationships,
donor relations, grant writing, government and community relations, fiscal management and board
relations. Gary Marshall our Operations Manager, holds a Masters Degree in Public Administration, has
his California Certified Residential Manager Certificate and has been with Senior Housing Solutions for
12 years, working closely with Sob on our last eight projects. Gary is responsible for all internal
administrative functions, all property management functions and support for the Executive Director.
Matt Pendo our Case Manager, holds a Masters Degree in Psychology from San Jose State. Matt has
been with Senior Housing Solutions for two years and has over 15 years experience working in Santa
Clara County with a variety of low-income populations including seniors. Matt provides direct social
work services to our residents including psycho-social support, community building services and access
to health care services. Matt also supervises and coordinates the activities of interns and volunteers.
7. AGENCY DESCRIPTION AND PREVIOUS CDBG HOME OR ESG ACCOMPLISHMENTS:
Please give a brief general description of your agency and the services provided. Also provide a
brief description of your agency's experience in providing the proposed services. If previously
funded, what where goals and accomplishments of CDBG projects.
Our innovative model combines housing, property management and case management to achieve
positive health and quality of life outcomes for our residents. SHS housing achieves positive outcomes
for our residents including: stability and security in their housing situation; a home. in a local
neighborhood setting; an increased level of physical activity and an increased experience of health and
quality in their lives. Today, there are nine Senior Housing Solutions homes in operation throughout
Santa Clara County (2 in Campbell, 2 in Sunnyvale, 2 in Santa Clara, 1 in San Jose, 1 in Los Gatos and
1 in Milpitas) serving 42 seniors. The average age of current residents is 72 years; the average monthly
income is $987. Rent, including utilities, phone, cable and laundry facilities, is just $296 a month. And
we are growing, We will increase from serving 42 seniors today to serving 57 seniors by April 2009 and,
with the addition of the Cupertino and our second Milpitas Project, we will serve 67 seniors by April
2010. That's a 62% increase in services in the nex# 18 months.
Some common resources and partners we use to accomplish our goals include the Social Security and
Veterans Administration, Indian Health Center, East Valley Clinic, East Valley Mental Health, Mental
Health Advocacy Project, Project Sentinel Valley Medical Center, In Home Support Services, Multi-
service Senior Program, Senior Care Connection, VTA Outreach, Alcoholics Anonymous, Meals on
Wheels, Catholic Chazities, and City Team, to highlight a few.
Since 1993 Senior Housing Solutions has developed eight senior residences, a total of 33 units of
affordable housing for extremely low-income seniors. Rents are held at 30% of the resident's income.
Subsidies in the form of Housing Authority Section 8 Project-Based Vouchers, grants and deferred
interest and principle loans are a standazd for our projects. Funding for our senior residences have come
from CDBG, HOME, Redevelopment Agency Funds, Ai~ordable Housing Funds, Rental-Rehab
Program funds, Bridge Loans from a private lender, Housing Trust funds and funding from private
Foundations. This mazks our first request for funding from the City of Cupertino.
City of Cupertino Standardised Application for Fun~iPg~'Y 08/09
8. AUD1:T 1NFORMATION•
Please provide the date of the most recent audit of your organization. Describe any findings ol• --
concerns that may have been cited in the audiit or in any accompanying management letter
particularly any pertaining to the use of CDBG funds. Also, describe any actions taken to correct
identified findings or concerns.
Our most recent audit was completed for FY 2006-2007. Our FY 2007-2008 Audit is scheduled for
completion on November 30, 2008.
The FY 2006-2007 audit did not include a management letter nor were there any findings or concerns
cited. A copy of the audit it available upon requeat.
9. OTI3ER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECT1:
SOURCE ESTIMATED AMOUNT STATUS
Housing Trust $100,000 Requested
SHS $7,950 Committed
ESTIMATED TOTAL PROJECT COST: $1,:533,044
(Should equal total project cost on cover page)
i Include all sources of funds including CDBG allocations.
2 Should indicate the status of commitment of funding source, i.e_ secured, committed or application pending with
anticipated dates of final funding decisions-
City of Cupertino Standardized ~4pplication for Fund{~g ~'gY 08/09
10.
CTfY OF CUPERTINO
PROJECT WORK PLAN
FY 2008/2009
AGENCY NAME Senior Housing Solutions
DATE PREPARED November 11, 2008
PROJECT NAME Cupertino Senior Residence Project
Specific Activities Products or Milestones to be accompkshed (Use Specific
Numerical Data When Possible) Benchmarks or Beneficiaries
For Each Quarter
uanti When Possible
1'` 2° 3' .4th TOTAL
A. Site acquisition completed A. Escrow closedx Deed of Trust recorded X
B. Architectural Drawings B. Drawings submitted and required pemuts requested from the X
complete City of Cupertino Planning
C. Start Rehabilitation G Contract signed permits received from the City of Cupertino X
Construction Planning
D. Begin Affirmative Marketing D. Notice sent to affirmakive marketing contacts in the City of X
Cupertino. I
E, Establish waiting list E. Eligible tenants interviewed S X S
F. Rehabilitation Construction F. Notice of completion issued X
Complete
G. Continue Aii"umative G. Occupancy permit issued begin occupancy, Case ~ 3 3
Marketing Management and Property Management services begun
H. Continue tenant eligibility, H. Reach 100% occupancy, Continue Case Management and S S
interview process Properly Management services
N
W
O
Ciry of Cupertino Standard>zed Application for Funding FY 08/09
11,
BUDGET
For Amount Requested
FY 200812009
Agency Name: _ Senior Housing Solutions
Date Prepared: November 11.2008
Project Name: Cupertino Senior Residence Project
N
W
CATEGORY BUDGET FOR YEAR
SALARIES:.
Personnel
Benefits
OFFICE EXPENSE:
Rent
Telephone(Fag
Printing
Travel
Utilities
Office Supplies
Postage
Equipment ivlantenance
(Repair ,
PROJECT EXPENSES:
Accounting Services
Auditing Fees
Insurance
Davis Bacon Compliance
Appliances.
PROJECT CONSTRUCTION:
Appraisal
Engineering Services $6,000
ArchitecturaUDesign $9,400
Acquisition $1,127,761 ,
Rehab $281,933
TOTAL: $1,425,094
City of Cupertino
StandardizedApplication forFundingFY08/09
6
CDBG/AHF PROJECT ACQUISIT_ ION AND/OR CONSTRUCTION ATTACHMENT
FY 2008/2009
APPLICANT ORGANIZATION: Senior Housing Solutions
PROJECT: Cupertino Senior Residence Proiect
FUNDS REQUESTED FROM: CDBG X Affordable Housing Fund (AHF) X
TYPE: New Construction ~ Acquisition X Rehabilitation X
1. PROJECT DESCRIPTION:
Loan Grant Re nest: $1,425,094 Cost/Unit: $285,019
Total Develo went Cost: $1,533,044 Total Cost/Unit $306,609
Ultimate Borrower: SHS
Co-General Partners
Architect: Residential Desi Associates
General Contractor: F.D. Ouellette
Consultant:
Pro e Mana ement: SHS
Service Provider: Site Control: SHS Currentl under contract
Pro'ect T e: Ac uisition /Rehab Land Area: 6,500 x 8,000 s ft
Pro'ect Desi :Sin le-Famil Residential Floor Area: 1,860 s ft
No. Res_ Bld s: 1 Communi Room: All common areas are shared
No. Stories: 1 Elevators: N/A
Parkin S aces: 4 Guest Pazkin S aces Street
Parkin T e: Drive Wa and Gara e Other Uses S eci : N/A
Commercial Uses S ify : N/A
2. LOAN SUMMARY-
LOAN TYPE SOURCE LIEN STATUS AMOUNT TERMS
Acquisition: Cupertino Aim' 1" .Pending $1,127,761 99yr afrd /Grant
Housing Trust 2"a Pending $47,608 30 yr resid recpts
Predevelopment: Cupertino AHF i" Pending $15,400 99yr afrd /Grant
Housing Trust 2"d Pending $6,000 30 yr resid recpts
Construction: Cupertino AID' 1" Pending $281,933 99yr afrd /Grant
Housing Trust 2"d Pending $46,392 30 yr resid recpts
Permanent
Financing:
l1~~. _._~-__~O__L-La- . Ti`~~~1G..L 1. ~ ~-~._- _~-_a t_ __ 4 -__1___ __-_ _ _____ _--__L __~ __- t4. ___-__-
anticipates receiving.
City of Cupertino CDBG Program CDBG/f1HF Funding Attachments 2008/20¢932
1
3. UNIT MIX-
# of # of Alm' t^DBG Total Rent Utility Income SH/SNP
Bdrms Units Assisted Assisted Restriicted (less Allowance Limit Units
ntilities)
*5 ~5 't'.i 30% of Rent Target
income includes seniors w/
utilities -month ?
Income
$1,000 a
month or
less
*Special needs population
4. MARKET INFORMATION-
Unit Type
edrooms Market Rent ]Vlaa. Project
Rent Difference Percent of
Market
5 $725 $2',95 est @ 30%
of income $430 41%
5. LEVERAGING OF FUNDS.
Clearly state how an allocation of CDBG and or A1=IF Funds will assist in leveraging other
financing for this project.
The $1,425,094 requested from Cupertino CDBG/ AHF Funds will leverage $100,000 in Housing Trust
Funds.
The City of Cupertino expressed interest in this project in October and in November suggested we move
forward with entering into a purchase agreement. We are now under contract for the purchase. Fn
October we spoke with Kevin Zwick, Execufive Director of the Housing Trust about the Cupertino
Project. He recommended I send him a letter requesting Housing Trust Funds but did not make a
commitment to provide funds. However, once City funds are committed we expect the Housing Trust
will assist the project. Kevin will be better able to confirm that expectation once funds are committed to
the project. To that end we plan to make contact with the Housing Trust on Friday, November 14 after
the Cupertino Housing Commission has made their decision on a recommendation for funding for the
project.
City of Cupertino CDBG Program CDBG/AHF Funding Elttachments 2008/2C,~g933
Development Budget:
Item Total Project
Costs Residential C_ oats Residential Costs Analysis -
per unit
S units per sq $
1860 per bdre
5 bdrms
land cost or value 673 000 673,000 134 600 362 134 600
demolition 7 500 7 500
le al O
exisrin im rovements value 495 000 - 495,000 99,000 266 99 000
otI'site improvements
relocation expenses
NEW CONSTRUCTION
- -
site work 162 67 162 267 3 453 87 32 453
structures
eral re uirements 9 236 9,236 1847 5 1,847
contractor overhead ~ 14,580 14,580 2,916 8 2 916
contractor rofit 3,955 3,955 791 2 791
"subtotal new construction
SOFT' COSTS 190,038 190,038 35.008 I02 38,008
Total architectural costs 21 400 21 400 4,280 12 4 80
Const ]merest ~ fees -
anent fmanc' costs 4 794 4 794 959 3 959
Lender al Pd B licant
Other Le al - S i
Ca itaIized Rent Reserves
c italized o - reserve 4 200 4 200 840 2 840
c italizW re lacement reserves
a raisal - 375 375 75 75
Surv 8c En "peer"
constmction contin en 22,462 22,462 4,492 12 4,492
TCAC Alloc/Monitor Fees
F-nvironarentai Andit
Local Dev 7m ace Tees
Permit Processin Fees
ital Fees
Marketin
fumishin 10,950 10,950 2 190 6 - 2190
other in io~surance 5,200 5,200 1,040 3 - 1040
Other - s i - '
Broker Fees Paid b Owner
Consultant/Processin A ent
.Subtotal soJ? costs
DEVELOPER COSTS 69,381
- 69,381 I3,876 37 13,876
Pro"ect Administration 35 000 35 000 7,000 19 7 000
Develo overhead/ rofit S0 000 50 000 10 000 27 10 000
Const. Ivln . Overate 13,125 13,125 2,625 7 2 625
subtotal develo cost - - 98 125 98 125 19 625 53 19 625
TOTAL PRO.TECC COST - 1,533 4 1,533,044 306,609 824 306 609
City of Cupertino CDBGProgram CDBG/~flFFunding~lttachments 2008/2C~~9~
Total Developer Fee (equals sublotal "Developer Cosa^) - i
7. STABILIZED OPERATING BUDGET
Budget Line Item
Annual
Avg P/LT/1t Avg
P/C)/M
Percent of Gross
Income
INCOME
tenant a ent 17,700 3,54~D 295 70%
rent subsid ~~ 0 O%
Other income Grants c4c Cntrbtns 7 500 1,500 125 30%
GROSS SCIILDULED INCOME
LESS 25,200 5,040 420
p 100%
vacant Rate 5% 1 260 (252) (21) -5%
EFFECTIVE GROSS INCOME.
EXPENSE 23,940 4,7878 399 95%
General admin O O O%
mana ement fee 2,500 500 42 10%
utilities/water/sewer 2 500 500 42 10%
a oll. Pa oll taxes CM sal 7 100 1,420 118 28%
insurance 1,840 3611 31 7%
maintainence 5,700 1 140 95 23%
water/sewer 1,280 25ti 21 5%
other hone%abie) 310 62 5 1%
Operaing Expenses (w/o property
taxes, reserves, and On-Site
Su ortive Service Coordinatin
Fio taxes a assements 1,550 310 26 6%
on-site su rove service coord O O O%
re lacement reserve de sits 1,093 219 18 4%
o ratio reserve de osits O O O%
other reserves O O O%
Total Operating Expenses and
reserve deposits 23,873 4,775 398 95%
NET OPERATING INCOME 67 13~ 1 O%
RE UII2ED DEBT SERVICE
ermanent loan C O O%
other 0 O O%
other
total debts service 0~ O O%
available cash flow 67 13 1 O%
Please provide explanation if applicable:
Proaosed Uses of Available Cash Flow
Proposed Oneratiaa and Replacement Reserves
City of Cupertino CDBG Program CDBG//tHF Funding ~Ittachments 2008/2009
L~ 12 - 35
8. PROFORMA
15YarCn087ar CroNtY
Pertor Yart Ynr2 Ynr3 Yar/ Yeer5 Yar6 Yar7 YarB Yeer9 Yar10 Yarll Xar12 Yar13 Yarld YarIS
Rentellncoroe 0.0% 511700 517700 517700 517700 511700 517100 517100 517700 317700 517100 SI7700 517,100 317700 511700 SI7100
Rent $u ' 0.0% SO SO SO SO SO ~ m SO SO SO SD SO SD m SO
Conunerdellacaoe 30 SD SO SO SD 50 SO SO SO SO to 30 SO SO m
Otheriocame0rategl)oadar 57300 59000 510000 310000 313000 513D00 513000 515000 515000 518000 519,000 52000D 570000 523D00 323000
OroseSthcduledlncma 525 ao 526100 521700 527100 3307W 530100 530100 S3 700 S3 700 535700 535700 537700 537700 540700 540700
V Lon•resMatlel 5.0% t 5131 51393 Sl 9 1535 SIS3$ 5153 51635 SI63 S178S 5178 5168 5188 035 035 -
SD fo f0 SO S0 SO SO SO SO ZD SO SO SO SO SD
LHertlnGroulnrnme 523940 S 5 526.45 S 15 529163 529165 529 6S 531065 531063 IS f33 l5 535 15 15 539665 338665
antis E asa 3.5% ;14170 514625 65136 515666 .516214 516782 517 69 511977 516601 519258 3!9932 520,629 521351 51 099 872
SocidWaker 3.5% 57100 57349 57606 E7872 E8147 58433 58728 59033 S9 49 59611 510015 510766 510129 511104 511493
Pro Tead 2.055 St SSO Sl 581 51613 51,645 SI618 SI 7ll 51746 51790 51816 SI B52 51869 51927 SI 966 OOS S OIS
Commemiel SO 50 SO SO m fa SO t0 50 SO SO SO SO 50 f0
IscenatAerave 0.0% 31093 51093 S] 093 51093 51093 T1093 51097 51093 51,093 51093 51091 51093 51093 51093 51093
OthxRererva 0.0% SO 10 SO SO SO SO SO S0 SO SO SO SO SO SD m
ToWOLadAuava 549,613 SSI,f47 525,448 526,276 527,133 526,019 521936 529,881 530,865 531,880 532,929 531,015 535,139 536,301 537,503
Net de faeoae 567 5718 5861 539 032 fl 146 5229 SI 281 5200 033 5986 ri 5676 64 n l62
aired Debt Servia
PermeneMlaas SO TD EO SO SO S0. SO 30 SO SO SO ~ SO SO SO SO
G ofC SO SO SO SD SO SO SO SO 30 SO SO SO SO SO SO
Houp Tnrt SD SO SO SO SO SO 50 30 SO SO SO 30 SO SO SO
OtherReee,vor SO SO SO f0~ SO m SO SO SO SO S0. SO SO SD SO
ToWDe015errla SD 30 k 50 ~ 50 SO SO SO Sa SO ~ SD SO 50
AVAILABI23CASHPLOW 561 5716 5867 339 032 511/6 5229 StlEl 5200 52,035 5986 51,800 '5676 (2361 SII62
N
W
City of Cupertino CDBG Program
CDBG/AHF Funding Attachments' 2008/2009
EXHIBITS
BEGIN
HERE
~1~2
Maitri Transition House Acquisition Sources and Use of Funds December 2008
Use of Funds Amount
Acquisition Cost 1,550,000
Closing Cost 5,000
Insurance
Inspections
Relocation
5,000
2,000
200,000
Date Required ~ Sources of Funds
1/3112009 CDBG funds:
113112009 City of Cupertino
113112009 City of Cupertino
113112009 Ciiy of Santa Clara
2/282009 City of Sunnyvale
City of Mountain View
Cii)r of Milpitas
Individual Donors
Remodel (including ADA Compliance)
Capitalized Operating Reserve
Furnishings
150,000
50,000
30,000
713112009 CDBGICorporate Grants
713112009 Individual Donors
71312009 Rentallncome
Amount Status
300,000 Committed
Approved by housing committee)
500,000 Pending City council Approval
200,000 Committed
200,000 Committed
75,000 Committed
5,000 Committed
482,000 Committed
150,000 2009110 Fiscal yr
65,000
15,000 estimated
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