16. CDBG 1st PHCOMMUNITY DEVELOPMENT DEPARTMENT
HOUSING SERVICES DIVISION
CITY HALL
10300 TORRE AVENUE • CUPERTINO, CA 95014-3255
C U P S RT 1 N 0 (408) 777-3251 -FAX (408) 177-3333
Summary
Agenda Item No. ~ ~ Agenda Date: April 21. 2009
Subject:
First of two required public hearings regarding the use- of seventh program year (2009-10) Community
Development Block Grant (CDBG) funds and Human Service grants, and review of the 2009-1 O Annual
Action Plan.
Recommendations:
The following actions are recommended:
1. Conduct the public hearing for testimony front the non-profit agencies.
2. Continue the final approval of the 2009-10 Annual Plan to May 5, 2009 so the 30-day review
period can be completed.
CDBG Steerine Committee Recommendation:
The CDBG Steering Cornm;tt~ recommends that the City Council approve the allocations shown in
Exhibit A for the use of the 2009-1 O CDBG program funds and Human Service Grants.
Background:
CDBG Program
The City of Cupertino is expecting to receive a CD]3G entitlement of approximately $386,580 for fiscal
year 2009-1 O, plus a reallocation of $43,400 in projected program income from rehabilitation loan payoffs
for a total of $429,980_ The allocation represents no change from last fiscal yeaz's entitlement_
'flits is Cupertino's seventh yeaz as an entitlement jurisdiction receiving the CDBG grant directly from
HLJD and the second year of the two-yeaz public service funding cycle. HUD regulations require that
projects selected for funding benefit very Iow and low-income households, eliminate a blighted azea, or
address an urgent (emergency) community need_ In addition, only certain types of activities qualify under
the CDBG regulations_ Examples of eligible activities are:
• Removal of barriers to the handicapped • Property acquisifion for affordable
• Public improvements housing
• Public service activities • Rehabilitation of affordable units
• Affordable housing developments
Of the $429,980 (entitlement plus program income), 20%, or $85,996, may be used for
administration of the program and fair housing services and 15%, or $64,497, may be used to
fund public service activities. Although $64,497 is available for allocation to the Public Service
agencies, only $64,493 is allocated due to rounding the grant amounts to the nearest dollar.
Included in the program adrninictration category aze fair housing activities. Public service
activities must benefit very low and Iow-income households and include activities such as
childcare, placement services, senior legal services, etc. ~s _ ~
The remainder of the grant is available for activities such as the purchase of land for affordable
housing, rehabilitation of qualifying units, construction of affordable units and public
improvements in low and very-low income neighborhoods.
As mentioned earlier, this is the second year of the two-year public service funding cycle. In
February 2008, the City Council voted to move to the iwo-year cycle to reduce the length of
public hearings and reduce the amount of time non-profit agencies spend preparing applications
for funding. Although the City Council made recommendations for funding for this and the last
fiscal yea''s public and human service grant funding, annual public heazings are required by
HIJD to review the Annual Plan and finalize the allocations_ However, this fiscal year, agencies
did not need to complete an application for funding or attend public hearings to make
presentations. Also, instead of staff preparing a new agreement for this year's funding, aone-
page amendment to last year's agreement will be presented to each agency with the amended
dates and dollar amounts_ This process will save significant staff time for both the city and each
non-profit agency.
CDBG Construction/Rehabilitation Request for Proposals:
In February, staff distributed a Notice of Funding Administration (NOFA) to approximately 5
non-profit organizations specializing in the creation of affordable housing. A brief description
of each proposal along with staff recommendations is included in Exhibit A_ Detailed
information on each request is provided in the attached applications_
These three applications from Senior Housing Solutions, Maitri and Rebuilding Together will all
be funded. All the agencies will receive the same funding as last year with the exception of the
CDBG rehabilitation/construction applications which are new.
• Rebuilding Together Silicon Valley has applied for $40,000 to provide minor home repairs
to eligible Cupertino residents. These minor projects can include roof repairs, water heater
replacement, grab bar ir,_ ailation or access ramp construction. Previously, these minor
home repairs were handled by the Economic and Social Opportunities (ESO), which has
ceased operation_
• Senior Housing Solutions has requested $320,665 to rehabilitate a home on Price Avenue
that the City of Cupertino assisted in purchasing. The rehabilitation consists of adding a
bedroom and bathroom to accommodate a f.ith senior, creating a storage area in the garage,
remodeling the kitchen to accommodate two stoves and two refrigerators, and raising the
sunken living room floor. At this time, the City can only fund this project $239,491_ City
staff is working with the agency to reduce the cost of the installation of solaz panels, but the
remainder of the funding for this rehabilitation may have to come from economic stimulus
money that the City will receive at a later date.
• MAI`i`RI is a volunteer based non-profit seeking $100,000 from the City to rehabilitate a
four-plex that will be used as a transitional shelter for battered women. The agency
specializes in addressing the needs of the South Asian population. Cupertino loaned the
is-s
agency $800,000 last year to assist in pur~~hasing the Cupertino four-p1ex. The $100,000
that is being recommended to fund this request will come from unallocated 2008/09 fwiding.
Affordable Housing Fund
The City also proposing a $75,000 allocation to West Valley Community Services from the
Affordable Housing Fund for administration grid monitoring of the Below Market Rate (BMR)
Program units_ In past years, the allocation has been $65,000, but staff has proposed increasing
this amount to $75,000 to cover additional moiutoring, specifically ordering of lot book reports
(abbreviated title reports). The Affordable Housing Fund receives its revenue from the payment
of housing mitigation fees from of&ce, commercial and industrial developments. Currently, the
fund has approximately $100,000 available for allocation.
General Fund Allocation for Human Service Grants:
Every yeaz the City Council allocates approximately $40,000 from the General Fund to human
service agencies. Formal agreements and mo~~itoring of the agreements aze required for this
program_ The CDBG Steering Committee reviews the allocations at the same time as the CDBG
allocations and makes recommendations to the City Council. Last year staff proposed that the
Human Service Grant allocations move to a two-yeaz funding cycle similar to the CDBG public
service grant cycle_ As with the CDBG public service grants, if funds decrease/increase during
the second year city budget cycle, each agency would be affected proportionately. These
agencies will also receive gone-page amendment to their last year's agreement.
CDBG Steerinn Committee:
On April 14, 2006, the City Council approved a Citizen Participation Plan as part of its 2006-
2009 Consolidated Plan_ Prior to expending CDBG dollars, the City is required to have a Citizen
Participation Plan, Consolidated Plan and an Annual Plan in place. As part of the original
Citizen Participation Plan, adopted in February 2003, the City formed a CDBG Steering
Committee. The Steering Committee is comprised of the Cupertino Housing Commission and
the four appointed citizens_ The CDBG Steering Committee's responsibility is to evaluate the
proposals received and forward funding recommendations to the City Council.
On April 1 O, 2009 the CDBG Steering Committee met and conducted a public hearing on the FY
2009-10 CDBG and Human Service funding allocations. The Committee heard presentations
from all three applicants and recommended the staff recommendation be forwarded to the City
Council.
FY 2009-10 Annual Action Plan:
Federal regulations require that each enfitlement jurisdiction prepare an Annual Action Plan and
submit the plan no later than May 15`i' of each yeaz_ The Annual Action Plan is a one-year plan
which describes the eligible pro~amc, projects and activities to be undertaken with funds
expected during the program yeaz (Fiscal Year 2009-2010) and their relationship to the priority
housing, homeless and community development needs outlined in the approved Consolidated
PIan. Furthermore, Federal regulations require the plan be made available for 30 days for public
16-3
review and coniment_ The FY 2009-2010 Annual Action Plan (Exhibit B) was released for
public review on April 4, 2009 for the 30-day review period. A notice was placed in the local
paper info*-mT*~g the public of its availability. On May 5, 2009, the City Council will hold a final
public hearing to approve the Annual Action Plan for submittal to HC7D.
PREPARED BY:
Vera Gil, Senior Planner
REVIEWED BY
.~~5 ;~
Aarti Shrivastava, Director of
Con~.munity Development
APPROVED FOR SUBMITTAL:
~~~L--
David W. Knapp
City Manager
Attachments:
Exhibit A: Summary of Funding Allocations
Exhibit B: Fiscal Yeaz 2009-10 Annual Action Plan
2008-09 CDBG Constraction/Rehabilitation Applications
16-4
CABG and Human Service Grant Allocations Exhibit A
Request 2009110 2008109 2009110 General Fund Total
CDBG and CDBG Affordable Allocations Allocation
Program Reallocation Housing Fund Human Service
Income Grants
Public Service Agencies 1
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 Aomestic 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 $ 75,000.00 $ 75,000.00
WVCS-Comprehensive Assistance Program $ 54,023.00 $ 16,054.00 $ 11,601.00 $ 33,655.00
WVCS-Rotating Shelter Program $ 25,000.00 $ 20,913.00 $ 20,913.00
Subtotal $ 210,047.00 $ 64,493.00 $ - $ 75 000.00 $ 40,092.00 $ 179,585.00
Construction/AcquisitionlRebab ~
Senior Housing Solutions $ 320,665.00 $ 239,491.00 $ 239,491.00
Maitri-Transitional Housing $ 100,000.00 $ 100,000.00 $ 100,000.00
Rebuilding Together Silicon Valley-Home repairs & Mod. $ 40,000.00 $ 40,000.00 $ 40,000.00
Subtotal ~ 460,665.00 $ 279,491.00 $ 100,000.00 $ - $ - $ 379,491.00
Program Administration 1
Administration $ 77,377.06 $ 77,377.06
Eden Council for Ho a and ortuni $ 9,850.00 $ 8,618.94 $ 8,618.94
Subtotal $ 9,850.00 $ 85,996.00 S - S - $ - S ss.99F.nn
N
' Request is from FY2008l09 since Public ServicelAdminMuman Service grants are on a 2-year funding cycle.
~ Request is from FY2009110
CITY OF CUPERTWO Exhibit B
Fiscal Ycar 2009-10 Annual Action Plan
Prepared by the Department of Community Development
10300 Torre Avenue
Cupertino, CA 95014
Aarti Shrivastava, Director .
Approved by City Council
2009
Resolution 09-
For information regarding this document, please contact:
Vera Gil, Senior Planner
Phone: (408) 777-3251
E-maii: veragCa7cupertino.orca
~s-s
EXI;CI7"TEYE SiJNIIVIARY
The Action Plan is an annuat plan, which the City of Cupertino, as Lead agency, oversees
pursuant to the goals outlined in the Consolid~ited Plan. The Action Plan details the activities
Cupertino will undertake to address the housing and community development needs and Iocal
objectives using fiirtds received during that program year from the Community Development
Block Grant (CDBG) plus anticipated Progratn Income_ The Action Plan consists of HLJD-
deveIoped forms pros a supplemental narrative.
The largest portion of the CDBG resources continues to be used for housing and homeless
programs available on a citywide basis_ Fair housing activities and adm;nistrative costs will not
exceed 20% of the annual allocation.
Evaluation of Past Perfo*-mat,ce
Over the course of fiscal year 2009/2010, the City of Cupertino anticipates providing financial
assistance to 8 affordable housing units through the use of CDBG funds. The funds will be used
to rehabilitate afour-plex serving as transitional housing for domestic violence victims and a
single family home serving five seniors. The portion of CDBG funds that will be allocated to
public service subrecipients will be used to provide approximately 800 persons with food,
clothing and housing counseling, 90 days of shelter to 80 homeless, adult day caze to 11
households, and brown bags (food) to 75 households.
Cupertino was successful in addressing a majority of the goals and objectives cited in the fiscal
year 2008/09 Annual Action Plan. Only one agency, Eden Council for Hope and Opportunity
(ECHO), fell short of its goats_ Furthermore, most of the CDBG funds were used to carry out
activities that benefit low and moderate-income persons. Only CDBG administration funds and
a portion of ECHO's fair housing funds did not directly serve low and moderate-income persons.
Some of the funded activities include fair housing, senior services, food and clothing and
emergency housing. These acfivities continue to make a positive impact on identified needs and
are providing services that might have gone usenet. As can be expected, community needs
continue to exceed the available resources_
INTRODUCTION
The Annual Action Plan is a one-yeaz plan which describes the eligible programs, projects and
activities to be undertaken with (ands expected during the program yeaz (Fiscal Year 2009-201 O)
and their relationship to the priority housing, homeless and community development needs
outlined in the Consolidated Plan.
FEDERAi. RESOURCES
The City of Cupertino's Annual Action Plan for the 2009-10 Program Year is a comprehensive
approach to addressing the immediate community needs of people who are very low and low
income. The Action Plan is based on a Community Development Block Grant (CDBG)
entitlement of $386,580 that the City anticipates will be received from the federal Department of
Housing and Urban Development (F3CTD) and $4.3,400 in program income_ Exhibit A describes
the agencies proposed to receive funding in the ?_009-10 fiscal yeaz. Also detailed in the exhibit
are the goats and proposed funding amount for e~ich of the agencies.
is-~
Anticipated CDBG program income during the 2009-10 Program Year is estimated to total
$43,400 derived from outstanding rehabilitation program loans. A portion of that program
income will be allocated to support Public Service activities and administration. The city of
Cupertino will allocate $64,493 to public service activities. Consistent with CDBG regulations,
this amount represents no more than 15% of the combined total of the City's projected 2009-10
Program Year income and the 2009-10 entittement_
In 1999 HUD informed the Santa Clara County that the San Jose Metropolitan Statistical Area is
one of the high-income areas where the income limits were increased to the actual 80% of
median income, adjusted for household size. The City of Cupertino will continue to use the
actual 80% of median income limits for all of its CDBG programs in the 2009 Program Year.
Individual activities may use a lower income eligibility criterion.
Housing Mitigation Program
The Office and Industrial Mitigation Program acknowledges housing -needs created by the
development of office and industrial projects. A fee is applied to new square footage of o$ice
and industrial development in the City. The fees collected are deposited in the City's Affordable
Housing Fund and are to be used for the provision of a$'ordable housing.
The City's Residential Mitigation Program applies to all new residential development of one unit
or greater. Residential developers are required to designate at least 15% of the units in a
development as affordable. These units are identified as the "BMR" (Below Market Rate) units_
For developments of six or fewer units, the developer may pay a fee in-lieu of building the
affordable units. All affordable units developed under the BMR program must remain affordable
for 99 years from the date of first occupancy and, if for sale units are resold d^~T-ing that period, a
new 99 year time period is established_
The City administers the Affordable Housing Fund, which is currently supported with fees paid
through the Housing Mitigation Program_ Potential options for use of the housing funds include:
a. Development of new affordable units.
b. Conversion of existing market rate units to affordable units.
c. Down payment assistance programs_
d_ Second mortgage programs.
West Valley Community Services -West Valley Community Services (WVCS) is a non-profit
organization that assists in administering housing programs on behalf of the City of Cupertino.
WVCS a ministers the Rotating Shelter Program for homeless individuals and also manages a
transitional housing facility_ Further, WVCS acts as the ariministrative agent on behalf of the
City in managing and monitoring the BMR program.
Housing Trust of Santa Clara County~ITI'SCC~ -The HTSCC is a public private venture,
dedicated to increasing affordable housing in the Silicon Valley_ The Trust makes available
funds for developers to borrow for the construction of the affordable units. Cupertino originally
~s-a
contributed $250,000 to the fund and accessed the fund to assist in the development of Vista
Village, a 24-unit affordable apartment complex ~: onstructed by BRIDGE Housing and Cupertino
Community Services_ Subsequently, the City bias contributed $25,000 in 2008 and plans on
contributing an additional $25,000 in 2009.
"Move In For Less" Program - In cooperafion with the Tri-County Apartment Association, this
program recognizes the high cost of securing rental housing. The program is geared to classroom
teachers in public or private schools who meet income criteria. Apartment owners managers who
agree to participate in the program require no more than 20% of the monthly rent as a security
deposit from .qualified teachers. This reduced security deposit hopefully makes it more
financially feasible for a teacher to move into rental housing_
Mortgage Credit Certificate (MCC Program -The MCC program provides assistance to first-
time homebuyers by allowing an eligible purch<<ser to take 20% of his or her annual mortgage
interest payment as a tax credit against federal income taxes_ Santa Claza County administers the
MCC Program on behalf of the jurisdictions in the County, including Cupertino. The program
does establish maximum sales price limits on units assisted in this program and, due fo the high
housing costs in Cupertino, there have been few households assisted in Cupertino in recent years.
Second Unit Program -- The City's Second Unit Ordina*~ce allows an additional unit to be built
on any single-family residential parcel. The objective of this Ordinance is to encourage
additional units on already developed parcels, suc:h as parcels with single-family dwellings.
Santa Claaa County Affordable Housing Fund CAHF~
In July 2002, the Santa Clara County Board of Supervisors created an Office of Affordable
Housing and established a housing mist fund in the amount of $18.6 million to be used for
affordable housing developments_ The primary goal of the fund is to leverage funding with other
sources and create affordable housing in Santa Clara County.
Section 8
The Housing Authority of the County of Santa Clara (HACSC) provides rental subsidies and
develops affordable housing for low-income families, seniors and persons with disabilities living
in Santa Clara County, California, the heart of Silicon Valley. This past year, the Housing
Authority provided voucher assistance to 74 Cupertino households_
Density Bonus Ordinance -The City's Density Bonus Ordinance allows a 25% increase in
density for developments greater than 5 units that provide a proportion of units for very low or
low-income households or housing for senior citizens. In addition to the density bonus, certain
concessions can also be provided to the development, which cau include:
a_ Reduction of Parking Requirements,
b. Reduction of Open Space Requirements,
c_ Reduction of Setback Requirements,
d_ Approval of Mixed Use Zoning,
e. Reduction of Park Dedication Fees,
f Reduction of application or construction permit fees, or
~s-s
g. Provision of tax-exempt or other financial assistance-
CITIZEN PARTICIPATION
The Housing Services Division of the Community Development Department is the lead agency
for overseeing the development of the Consolidated Plan and Annual Action Plan_
This Annual Action Plan development process began with an advertised public hPA*~ng, held by
the Cupertino Housing Commission on April 9, 2009 to make funding recommendation to the
City Council- In addition, to the public notice, written notification of the hearing was made to
numerous non-profit service agencies and the city's CDBG Steering Committee for the purpose
of gaining greater input for determining the best use of anticipated federal funds for addressing
community needs.
The City Council held two advertised public hearing on April 21, 2009 and May 5, 2009, to
determine the allocation of CDBG funds for the 2009 Program Year. The Annual Plan 30 day
public review period occurred April 4, 2009 through May 5, 2009. The City did not receive any
public comments~
CONSULTATION WITH OTFIER JURISDICTIONS
As standard practice, CDBG entitlement jurisdictions from throughout Santa Clara County meet
at least quarterly to discuss issues of common interest- Meeting agendas cover such topics as
projects receiving multi jurisdictional funding, perfozinance levels and costs for contracted
public services, proposed annual funding plans, HIJD program administration requirements, and
other topics of mutual concern. These quarterly meetings provided the opportunity for the City to
consult with other jurisdictions on its proposed use of federal funds for the 2009 Program Year.
CONSOLIDATED PLAN (CON PLAN) PRIORITIES
The City of Cupertino participated in a pilot program to streamline the Consolidated Plan process
by allowing communities to substitute existing local plans for Consolidated Plan components.
As part of the streamlined Con Plan, the City of Cupertino adopted the priorities listed in Table
2A and 2B in 2006. These tables are attached and incorporated by reference as Exhibit B of this
document-
GEOGRAPffiC DISTR.iBUTION
A map outlining geographic areas considered to be of low and moderate-income concentration is
included as part to this submittal- In the neap, three Census tracts indicate a higher percentage of
low/rnod population than all other Cupertino Census tracts- It is from these three Census tracts
that the City of Cupertino recruits three representatives of the CDBG Steering Committee.
Funding support for the listed projects is based more on expressed need within the community
rather than upon geographical priority-
is-io
AN I'I-POVERTY STRATEGY
In a continuing effort to reduce poverty, the city of Cupertino will make it a priority to fund
agencies that provide direct assistance to the homeless and those in danger of becoming
homeless and make a commitment to improve the communication and service delivery
capabilities of agencies and organizations that provide programs to assist the homeless.
Depending on finding availability, Cupertino will continue to provide assistance to public
agencies and nonprofit organizations providing neighborhood housing services, supportive
services to the homeless, older adults with physical or mental impa;rrr,ent, the mentally ill,
victims of domestic violence, and households with abused children among others.
Coordinate with public agencies providing job training, life skills training, lead poisoning
prevention and remediation and other education programs that Listed in the City's Consolidated
Plan strategies_
HOMELESS AND SPECLAIr. NEED5
In previous years, the City of Cuper~no appropriated $20,000 in CDBG funds for the Sobrato
Family Living Center Project and contributed to the Home Safe-Santa Clara providing
transitional housing for survivors of domestic violence who are considered at-risk for
homelessness. Most recently, in a 2008 mid-year reallocation, the City contributed $800,000 to
Maitri, a non-profit agency providing transitional housing to victims of domestic violence, for
the purchase of a four-plex in Cupertino_
Zn addition to these capital project subsidies, the City will fund public service activities related to
homelessness_ During the 2009 program year, the city wiII provide $19,014 to the Faith in
Action Rotating Shelter Program and $3,987 to Emergency Housing Consortium for emergency
shelter to Cupertuio families_ The City of Cupertino will also continue to coordinate services to
the homeless through such inter-agency efforts .as the Collaborative, Help House the Homeless,
and the Community Technology Alliance and support the regional Continuum of Care_
Cupertino also participated in the countywide homeless count that took place in early 2007
which reported 11 unsheltered homeless. This is an update of the survey that took place in 2005,
which recorded 71 unsheltered homeless in Cupertino_
In addressing senior services, the City will continue advocacy for the increased dissemination of
accurate information and counseling for seniors and other persons regazding housing options
available_ This will be accomplished through a cooperative effort with the Cupertino Senior
Center, Cupertino Community Services and the Cupertino Public Library_
LEAD-BASED PAINT
Lead-based paint awareness and abatement will be fully integrated by the City of Cupertino into
its assisted housing programs_ Each tenant, landlord and properly owner will be informed of the
dangers, symptoms, testing, treatment and prevention of lead-based paint poisoning_ Lead-based
paint hazard stabilisation or abatement will be provided in each and every rehabilitation project_
is-~~
Furthermore, adherence to Federal guidelines for reduction activities with lead-based paint is
provided for in every federally funded rehabilitation loan.
PUBLIC HOUSING
The City will continue to encourage the local Public Housing Authority to develop affordable
units in the city of Cupertino.
LEVERAGING OF FUNDS
To the greatest extent possible, when feasible, the City of Cupertino will leverage public and
private resources to achieve the goals of the Consolidated Plan. Cupertino will continue to
request that affordable housing developers to seek private financing and grants and to fully
utilize other state and federal funding sources, such as the State of California Multifamily
Housing and the Low Income Housing Tax Credit programs.
FAIR HOUSING
Cupertino continues to support both the purpose and goal of fair housing and works to achieve
fair housing in adnLin;stering federal, State and local programs. The City also supports the
development of affordable housing stock that is an important part of a fair housing initiative,
given the high cost of local housing_
In conjunction with other jurisdictions in Santa Clara County, the City commissioned a
comprehensive survey to identify unmet needs and unidentified barriers, to assess the delivery of
fair housing services, and to recommend action steps to meet the County's fair housing needs_
The study was completed in 2003 and the city will be working with the other Santa Clara County
to review program changes as a result of the study. The City prepared an Analysis of
Impediments to Fair Housing Choice (AI] in 2004_
The proposed actions to be undertaken by the City in the 2009 Program Year consist of the
following=
• The City will continue to require developers to provide relocation assistance when
residents will be displaced.
• The City will continue to provide a housing program that allows for modification of
existing housing facilitating the needs of persons with disabilities.
• The City will continue to support non-profit org~ni~ations whose purpose is to aid in the
furthering of fair housing in the community. Methods of support could include
notification of fair housing rights and responsibilities distributed in brochures located in
public buildings, public service announcements on the Local access channel or similar
methods.
• The City will continue. to aIIow for the construction of higher occupancy housing
complexes on a case-by-case basis when possible, for all economic segments of the
community.
~s-is
PROGRAM MONITORING
Performance monitoring for compliance to federal program requirements is scheduled at least
once annually for projects that are under service contract_ Monitoring of federally funded
activities is undertaken for projects that are either under an annual or longer-term performance
period_ In addition, the City undertakes an annual Single Audit according to the requirements of
the federal Office of Management and Budget. E`s standazd practice, notificafion is made to HUD
on the availability of the City's annual audit_
URGENT OR COMMUNITY NEED
In the event of a local, state or federal disaster declaration for areas within the boundaries of the
City of Cupertino, the City will reserve the right to use CDBG funds to abate immediate and
necessary h~~ards_ The fiends may be used for staff efforts, grants or loans to affected parties, as
approved by the City Council and allowed under the federal regulations_
AMENDMENTS TO PLAN
Prior to the submission of any substantial amendment in the proposed use of funds, citizens will
be provided reasonable notice of, and the opporl:unity to comment on, any proposed Action Plan
amendments_
RELATIONSHIP Olt' TIIE ANNUAL PLAN 'TO THE CONSOLIDATED PLAN
GOAL A AN ADEQUATE SUPPLY OF RESIDE]~TTIAr, UNITS FOR ALL ECONOMIC SEGMENTS
Objective: Suitable Living Environment
Outcome: SustainabiliTy
Outcome Statement: Provide opportunities for suitable living environments with
improved/new s1»ain.tbility
Indicators: 1_ New housing units available to various income groups
2_ Overall increaLSe in housing stock
3_ Reduction in :households paying too much for housing
4_ Number of parcels with changed land use designations
5_ Number of second units created
Proposed 2008 Activity: Below Market Rate Program
2009 Goal: Create 27 Housing Units
GOAL B HOUSING THAT IS AFFORDABLE FOR A DIVERSITY OF CUYERTINO HOUSEHOLDS
Objective: Decent Housing
Outcome: Affordability
Outcome Statement: Provide opportunitie:> for decent housing with improvedinew
affordability
Indicators: I_ Ma}rimiZe housing mitigation fees
2_ Increase households participating in BMR programs
3_ Increase number of affordable units
4. improve jobs/housing balance
5. Improve housing stock
16 - 13
Proposed 2009 Activity: Below Market Rate Housing Program
2009 Goal: Screen and Place 50 Households
GOAL C ENHANCED RESIDEI~1TIAi. NEIGI3BORAOODS
Objective: Decent Housing
Outcome: Availability/Accessibility
Outcome Statement: Create decent housing with improved/new availability
Indicators: 1. Number of households assisted with rehab
2. Number of disabled households with improved accessibility
3. Number of units that have been weatherized
4. Number of new acquisition/rehab units
5. Number of at-risk units preserved
Proposed 2009 Activity: Rebuilding Together Silicon Valley
2009 Goal: Assist 3-5 households
GOAL D SERVICES FOR SPECIAL NEEDS HOUSEIIOLDS
Objective: Suitable Living Environment
Outcome: Availability/Accessibility
Outcome Statement: Provide a suitable living environment with impmved/new availability
Indicators: 1. Number of persons assisted with homeless services
2. Number of persons provided with senior housing services
3. Number of shared housing situations arranged
6. Number of community clean-up campaigns completed
Proposed 2009 Goats: Rotating Shelter
Indicators: Provide shelter to 90 individuals
GOAL E EQUAL ACCESS TO FIOUSII~IG OPPORTUNITIES
Objective: Suitable Living Environment
Outcome: AvailabilityJAccessibility
Outcome Statement: Provide a suitable living environment with improved new availability
Indicators: l . Number of outreach activities
2. Number of households with resolved fair housing disputes
Proposed 2009 Goals Eden Council for Hope and Opportunity -Fair Housing Services
Indicators: Resolve 5 Fair Housin cases.
16 - 14
EXFIIBl'T A
SUMMARY OF CDB(i 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 ad~Tocacy for 250 unduplicated Cupertino
residents and investigate and resolve 20 complaints.
Project Description: Provide advocacy for Cupertino residents in long term
care facilities, to ensure they have a voice in their own
care and treatment_ 'The program will receive,
investigate and resolve any complaints associated with
the care of the Iong term care facility residents_
Recommendation: $3,287 fronn Human Service Grants program.
The program meets a high priority according to Table 2B of the Cupertino
Consolidated Plan_ Phis program was previously funded at the same level
through the Human Services Grants :program of the Cupertino General Fund.
B. Community Technology Alliance
Homeless Management Information System Santa Clara County
2008-09 Request: $2,000
Annual Goal: Provide assi:;tance to 50 Cupertino residents. Services
include dierit case management and data collection.
Project Description: Create a web-based system collecting information on
homeless services and collecting uniform data
countywide on the homeless served by each service
provider.
Recommendation: $2,000 frorn Human Service Grants program_
The program does not meet a high priority according to Table 2B of the
Cupertino Consolidated Plan since it is indirectly serving the homeless
population_ However, the CDBG Sfieering Co*~*~*r*ttee 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_
16 - 15
EDIT 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 funding
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: $15,456
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.
Recommendation: $14,379 from CDBG 2009-10 Allocation
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.
~s-~s
EXT-77"RIT A
E_
F.
Outreach and Escort
Special Needs Transportation
2008-09 Request: $7,120
Annual Goal: Provide 6,220 discounted trips to 260 eligible Cupertino
residents.
Project Description: Provides frail seniors and disabled adults with door-to-
door transportation to medical appointments, shopping,
adult daycare', senior nutrition programG, etc. Requested
funds will be used to subsidize $1.00 of the $3.50 rider's
fare charged to Cupertino residents under the
ADA/Paratr~uisit Program.
Recommendation: $7,115 from Human Service Grants program.
This agency provides a valuable service to seniors and should be funded from
the Human Service Grants at the same Level as Iasi year_
Second Harvest Food Bank of Santa Clara and San Mateo Counties
Operation Brown Bag
2008-04 Request $7,500
Annual Goal: Provide food. allotments to 50 unduplicated Cupertino
residents.
Project Description: Provide bro~rvn bags filled with food donations to
Cupertino seniors at Union Church of Cupertino.
Recommendation: $3,430 from C'DBG
The program meets a high priorit5* according to Table 2B of the Cupertino
Consolidated P1arL This program was previously funded at this same Level
through the Human Services Grants program of the Cupertino General Fund.
is-~~
EXHIBI3' 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 low 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
Iike to encourage the city to continue funding the agency at the current funding
Ievel.
H. The Support Network 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 Community 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.
~s-~a
EXEIIBIT A
Recommendation: $16,054 from. CDBG 2009-10 Allocation, $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 PIan.
J. West Valley Community Services
Rotating Shelter Program
2008-09 Request: $25,000
Annual Goal: Provide a m<ncimum of 90 days shelter to 80 homeless
persons per year in churches located in Cupertino,
Saratoga and. Sunnyvale. The program also provides
counseling acid other support services to help stabilize
the guest's long term housing situation.
Project Descriptioxv A total of 11 churches and one synagogue in Cupertino,
Sunnyvale, S,~ratoga and Santa Clara participate in 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 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 2009-10 Allocation
West Valley Community Services ha:a been very successful in administering this
program and it remains one of the most successful rotating shelter programme 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 cor~inutment to the Rotating Shelter Program.
K. United Way Silicon Valley
2-1-1 Santa Clara 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 ~,~lara County is a 24/7 non-emergency,
confidential, 3 digit phone number, authorized by the
California Pulblic Utilities Comm*Gsion for use within the
is-~s
EXFa7Rl°F A
County of Santa Clara. The program provides
streamlined access to health and hi,man 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.
CONSTRUCTION/REHAB ILTTATION:
L. Senior Housing Solutions
Price Avenue Home
2009-10 Request: $320,665
Annual Goal: Overall goal is to rehabilitate a single family home to
house five seniors.
Project Description: Overall goal is to rehabilitate a single family home to
house five seniors.
Recommendation: $239,491 from 2009-10 CDBG Allocation.
The construction of the affordable housing for the very-Iow and low income is a
high priority in the Consolidated Plan. The City is expecting to receive $105,000
in additional CDBG money later in the year as a result of the Federal stimulus
paclcage_ Senior Housing Solutions is highly encouraged to apply for this
additional funding when it becomes availale.
M_ Maitri
Transitional Housing Acquisition Project
2009-20 Request: $100,000
Annual Goal: Rehabilitate a 16 bed, 4-plex that will provide safe
transitional housing to South Asian victims of domestic
violence, human trafficking, cultural isolation and family
conflict.
Project Description: Rehabilitate a 16 bed, 4-plex that will provide safe
transitional housing to South Asian victims of domestic
violence, human trafficking, cultural isolation and family
conflict.
~s-Zo
EXF~IT A
Recommendation: $100,000 front 2008-09 CDBG Allocation.
The construction of the affordable housing for the very-low and low income is a
high priority in the Consolidated Pla~z.
N. Rebuilding Together Silicon Valley
Rebuilding Housing Repair and Home Modifications
2009-10 Request: $40,000
Annual Goal: Repair home: for three Cupertino households.
Project Description: Rebuilding Together Silicon Valley will repair and
rehabilitate acrid improve the accessibility and mobility of
homes for low and very-Iow income households.
Recommendation: $40000 from 2009-10 CDBG Allocation
The City of Cupertino has been searc]'ling for an agency to fill the void left by
Economic and Social Oppo.-t„n4ties 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 Opportz:cnity (ECHO)
Fair Housing Services
2008-09 Request: $9,850
Annual Goal: Fair housing education to the housing industry,
investigating allegations of discrim,nation (Z0 cases a
year).
Project Description: Provide fair housing assistance to the city of Cupertino,
including conducting presentations, counseling housing
providers, and investigating allegations of
discri„,;,,atiori..
Recommendation: $7,836 from 2009-10 CDBG Administraizon Cap.
The program will provide a valuable service to the City of Cupertino. ECHO has
been providing Cupertino's fair hou:>ing services for many years. Staff Iikes the
consistency of having ECHO continue the program. Staff would the agency be
required to meet with local apartment managers annually to review fair housing
law and provide informational meeti~zg for tenants on fair housing.
~s-2~
EXI~IT A
AFFORDABLE HOUSING FUND:
P. West Valley Community 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 screenuzg and placement services for ten senior
units located at Chateau Cupertino as well as below
market rate rental units. They maintain a waiting Iist for
qualified applicants and provide services to those placed
in the affordable units.
Recommendation: $75,000 (Affordable Housing Fund)
The agency has successfully performed the necessary task of screening and
placement for the below market rate program. The agency also mor-itors the
BMIZ program annually. An extra $10,000 has been allocated to offset the cost of
ordering lot book reports for each ownership BMR unit.
~s-2i
Exhibit B
TABI E 2A
Priority Needs :3ummary Table
16-23
Exhibit B
TABLE 2B
Community Development Needs
PUBLIC FACILITY NEEDS ro"ecGs
Senior Centers L
Handi d Centers L
Homeless Facilities M 26 $6,500 ~ $29,000
Youth Centers L
Child Care Centers M 37 $9 50,000
Health Facilities L
Nei boyhood Facilities L
Parks and/or Recreation Facilities M $1,325 000 $2,177,
Parkin Facilities L
Non-Residential l•-Tstoric Preservation L
Other Public Facili Needs L
STRUCTURE ro'ects
Water/Sewer Im rovements L
Street 7m rovements M $3,750 000 $750 00
Sidewalks M 30,000 LF $375,000 $500,00
Solid Waste Di sal Im rovemeats ~ L
Flood Drain Im rovements M $1,275,000 $975 000
Pedestrian/Bi cle Facilities M $7 906,000 $7,906,00
Traffic Facilities M $735 000 $735,000
PUBLIC SERVICE NEEDS o le
Senioy Services - - H 350 $595 000 $2I,86
Disabled Services. L
Youth Services L 32 $40 677 $10,00
Child Care Services M 37 $55 500
T ortatioa Services M SIO 80
Substance Abuse Services L
E to ent Trainin H 59 $147,500 $10,00
Health Services L
Lead Hazard Screenin L
Crime Awareness L
Domestic Violence Su ort H 26 $11 700 $4,60
Food, Clo and Other Basic Needs M 1,91 O $47,750 $25,00
ECONOMIC DEVELOPMENT
ED Assistance Yo For-Profits usinesses M
ED Technical Assistanc usinesses M *
Micro-Ente rise Assistan usinesses L
Rehab; Publicly- or Privately-Owned
Commercial/Industrial ro'ects L
C/I* Infrashvcture Develo meat ( ro ects L
Other GI* Im rovemea ro'ects L
PLANNIIV G
Planner M $750 000 $50 O
TOTAL E.STIMATF'D DOLT--4 R.c NEEDED: 532, 764 I2 SI3,204 26
Jee narrative
16-24
~~-~~~
~~~ • ~_;~ ~~' ~ CITY OF CUPERTINO
~.''Cl' DEVEL07PMENT BLOCK GRANT (CDBG) PROGRAM
~ - - -`SIXT'H YEAR FUNDING CYCLE FY 2009/2010
-~~•.~
STANDARDIi~ED APPLICATION FOR FUNDING
CUi~ERT~iVO
I_ APPLICANT ORGANIZATION: Date: March 26_ 2009
Agency Name: MAITRI
Street Address: 234 East Gish Road_ Suite 200 -City: San Jose State: CA Zip: 95112
EXECUTIVE DIRECTOR:/~~~~I//Sarah Khan (Program Director)
Signature: /'L.~'Lt'/Y
-~~
Phone No: (408) 436-8393 Fax No: (408) 436--8381 E-Mail:program directorna.maitri.org
2. PROJECT NAME: Transitional House Rehabi:Eitation Project
Brief Project Description: Maestri seeks to rehabilitate a 18 bed. 4 Alex that will provide safe transitionat
housing to South Asian victims of domestic violence- hmnan trafficking- cultural isolation and family conflict~
Identify City of Cupertino Consolidated Plan Priority Needs: Cupertino's Consolidated Plan identifies
victims of domestic violence as a hieh priority sub population req~•i*-+n~ housing and supportive services is table
lA on pale 44.
Project Address/Location Undisclosed- Confidential Location. situated within the City ofCu~ertino:
CONTACT PERSON/TITLE: Anjali Duj_aa-i
Phone No: 408-472-2644 Fax No: (408) 436-,5393 E-Mail: adujarina,comcast.com
3. FUND5 REQUESTED: $ 100_000 Total Project Costs $176,450
IS this a Public Service Project: Yes ®No Q Cost Per Service Unit or Per Client:
__ $9.803/client for one veer
Funds Requested from Cupertino in FY 09/10:300.000 Funds Received in FY 08/09: $800.000
Number of proposed unduplicated Cupertino beneficiaries: 18 per year
Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median
income:
0-30% (Extremely low) 31-50% (Very Iow) 18 51-80% flow)
City of Cupertino _ Standardized Application for Fundir,~~ F~ 09/IO
4_ PROJECT DESCRIPTION AND NLTI~~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 Cupertino target population and geographic boundaries of #arget
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.)_
Maitri's Transitional House (TH) 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,
:Wing, or education_ Funds from Cupertino will assist Maitri to rehabilitate and renovate its recently acquired
TH in Cupertino, which will provide beds for 18 Cupertino residents annually and serve 13 at a time for an
average stay of 9 months, doubling its previous TH's capacity. Funds will be used for termite mitigation, roof
repair, yard reconstruction, fence rebuilding, ing a carport into a storage emit, redesigning one of the
bedrooms into a community room with outdoor access, window replacement of electrical panels, water pipe
replacement, furnace repairs, and carpet replacement. Through this rehabilitation, Maitri expects to create a TH
that will allow 90% of its clients to move into permanent housing and will allow 80% to achieve one or more of
their own objectives in their client plan_
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?
Worldwide, it is estimated that one in three women experience DV at some point in their lives_ According tA.
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 are more
than 730 Cupertino female Asian Indian victims of DV and according to the California Department of Justice,
Crirriinal 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 fmd support from peers; and repercussions from leaving may have 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. Its
recently acquired TH, however, will require rehabilitation to make it safe and suitable for Maitri clients. It needs
fundamental structural repairs, backyard landscaping, fixtures and appliances, and furniture_ One room, which
will be used as a common area for case management, support groups, and a library for moms and kids needs
structural and material upgrades. As a result, Maitri seeks funds to initiate and complete the process of
renovation and rehabilitation in order to make the newly acquired TH suitable, livable, comfortable, and
accommodating for Maitri clients.
City of Cupertino Srandardrzed~4pplicationforFund~irbrg~09/10
2
6. PROJECT MANAGEMENT
Briefly describe how the project will be managedl and administered, including proposed staff time and
staff functions.
Maitri already has a management structure in place as it already operates the only TH program unique to
South Asian victims in all of Northern California. IV.iEaitri'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_ The TH
Rehabilitation Project will be managed by a Facilities Manager (TBH) and Maitri's real estate specialist
who has been critical in the acquisition of the property and has experience with similar projects.
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 proj ects.
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 wit1L domestic violence, human trafficking, family conflict,
and cultural isolation, helping women learn 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 con~rnunity awareness and addresses policy change, by providing a free hotline,
support groups, Legal advocacy, empowerment programs, and transitional housing_ Maitri provides services in
lazge part through its core of 25 active volunteers who speak over 15 South Asian languages that include
Bengali, Hindi, Kashmiri, Punjabi, Tamil, Telugu, and iJrdu. Maitri also makes referrals to community agencies
and emergency shelters and offers technical assistance: and cultural sensitivity training to courts, police, and
legislation. Maitri's Boazd and staff have also won several awards for its service to the South Asian community.
Maitri applied to the Cupertino CDBG Program for $500,000 to acquire its new TH for the 2008-2009 fiscal
year. This amount was granted and augmented by $300,000. 7n that application, Maitri sought to get into
contract with a seller of; acquire, and customize a 4-plex that could house i 6 individuals per year. Maitri has
achieved the first two goals and seeks further assistance to customize the TH_ It will also provide services to 18
individuals, increasing that stated objective by 13%.
City o. ('Cupertino Standardized tlppiication for Fundi~ LF~' 09/IO
$_ AUDIT INFORMATION-
Please provide the date of the most recent audit of your organization. Describe any findings or concerns
that may have been cited in the audit or in any accompanying management letter particularly any
perta;n;ng to the use of CDBG funds. Also, describe any actions taken #o correct identified findings or
concerns_
Maitri's most recent audit was for the 2007 calendar year_ Its audit showed no concerns_
9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECTt:
SOURCE ESTIMATED AMOUNT STATUS
Ci of Cu ertino $100,000 Pendn Jul 09
Office on Violence Against
Women: TH Recove Act $20,000 Applying 4/8/09
Funds Pendia Jul 09
Santa Clara County
Housin Trust $20,000 Applying in May
Funds Pendin Jul 09
Other fiinders $36,450 unsecured
ESTIMATED TOTAL PROJECT COST: $ 176.450
(Should equal total project cost on cover page)
` Include all sources of funds including CDBG allocations_
z 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 Application for Fund .~' 09/70
4
is
AGENCY NAME MAITRI
CITY OP CUPERTINO
PROJECT WppOp~RK PLAN
2~U0/L0~ N
DATE PREPARED March 26, 2009
PROJECT NAME Transitional Housing Rehabilitation Project
Specific Activities Products or Milestones to be accomplished Benchmarks or Beneficiaries
(Use Specific Numerical Data When Possible) k'or Each Quarter
uan ' When Possible
1 2° 3 4 TOTAL
Maitri will solicit for bids for rehabiltatlon and Maftri will get into contract with a contractor for Its TH to
renovation of fts newly acquired TH in Cupertino. rehabilitate the 4•unit property. 1 bid 1 bid
Maftri will deliberate and accept one ofthese
bids,
Maltrl will manage and facilitate construction on Maitri will complete renovation and rehabilitation of its
its newly acquired TH in Cupertino to make it newly acquired 4 unit property. 4 4 units
suftable for clients with children, safe for victims Gaits
of domestic violence and human trafficking, and
overall accommodating to address client needs.
Maitri will customize the 4•unlt property in More than 10 Maftri clients and their children will move
Cupertino for occupancy for 18 Maftri Transitional into furnished shared living spaces that are 13 13 clients
House residents, purchasing furniture and other accommodating and comfortable. clients
household items as needed and appropriate
City of Cupertino StandardnedApplieation forFundingFY09/]0
11,
Agency Name: MAITRI
Protect Name:_ 't'ransitional Housin~Rehabilitation Project
BUDGET
For Amount Requested
FY 200911009
Date Prepared:. March 26, 2009
0
M
CATEGORY .BUDGET FOR YEAR
Total Bnd et Cn rtino r nest
SALARIES:
Personnel $2,500 $2,500
Benefits $450 $450
OFFICE EXPENSE:
Reat
TelephonelFaa
Printing
Travel
Utilities
Office Supplies
Postage
Equipment Maintenance
(Repair
PROJECT EXPENSES:
Accounting Services
Aadfting Fees
Insarance
Davis Bacon Compliance
lkveloper Consultant $6,000 $6,000
PROJECT CONSTRUCTION: $167,500 $91,OS0
Appraisal
Engineering Services
Architectural/Design
Acgalsitlon
TOTAL: $176,450 $100,000
City of Cupertino StandarduedApplication forFundingFY09/10
CDBG/AHF PROJECT ACQUISTI'ION AI~fD/OR CONSTRUCTION ATTACHMENT
FY 2009/2010
APPLICANT ORGASTI7-ATION: MAITRI
PROJECT: Transitional Housing Rehabilitation Project
FUNDS REQUESTED FROM: CDBG ® Affi~rdable Rousing Fund (AHI+')
TYPE: New Construction ~ Acquisition Q Rehabilitation
1. PROJECT DESCRIPTION:
2.
Loan R uest: $100,000 Cost/Unit: $25,000/ 2-3BR unit
Total Develo ment Cost: $176,450 Total Cost/L7nit: $44,112.50/ 2-3BR unit
Ultimate Borrower• Maitri
Co-General Partners
Architect:
General Contractor:
Consultant: Leika Ka'riwal
Pro rty Man ement: Maitri
Service Provider: Maitri Site Control: Maitri
Project T e: 4 lex Land Area:.24 Acre
Pro'eci Desi : Multifamil low-income TH Residential Floor Area: 5,000 s uare feet
No_ Res. Bld s: 1 Communi Room: Yes
No. Stories: 2 Elevators: No
Parkin S aces: 4 Guest Parking S aces: 2
Parkin T e: C orts Other Uses S ecify :Transitional House
Commercial Uses S ci N/A
LOAN SUMMARY•
LOAN TYPE SOURCE LIEN STATUS AMOUNT TERMS
Ac uisition:
Predevelopment:
Construction: City of Cupertino Pending $100,000 Grant
SCC Housing Trust SIatrd to appty $20,000 Grant
Office on Violence Slated to apply $20,000 Grant
Against R/omen Slated to apply $36,450 various
Other fenders
Permanent
Finaacin
Operating Subsidy-If applicable, please identify and explain any operating subsidies the project
anticipates receiving.
Maitri will receive grants from government, foLmdation, corporate, and individual sources to run its
Transitional House Program_ The Program expe:ets to receive $100,000 to cover Program expenses,
includin re lacement reserves_
City of Cupertino CDBG Program CDBG/AHF' ~+'unding Attachments 2009/2U~03t
:~
3. UNIT MIX-
4.
# of
Bdrms # of
Units AHI'
Assisted CDBG
Assisted Total
Restricted Rent (less
utilities) Utility
Allowance Income
Limit 5H/SNP
Units
10* 4* All All $125 av N/A N/A 4
Special needs population
MA~I~T INF'ORMATION-
Unit Type (Bedrooms) Market Rent Max. Project
Rent Difference Percent of
Market
2 Bedroom a artment $1,774 $ 100 aver a $1,674 6.5%
3 Bedroom artment $2,322 $I50 avera a $2,172 5.6%
5. LEVERAGING OF FUND5=
Clearly state how an allocation of CDBG and or AHF Funds will assist in leveraging other financing for
taus project_
Funds allocated by the City of Cupertino will allow Maitri to leverage other funds as other funders wiIl be more
likely to fund the project if there are multiple sources of income for the project. Maitri plans to solicit the Office
on Violence Against women on April 8, 2009 for funds to perform renovations on its new TH.
City of Cupertino CDBG Program CDBG/AHF Funding Attachments 2009/20.032
2
6_ Develo went Bud et:
Item Total Project Residenflsl Costs Residential Costs Analysia
Costa Per Unit Per SF Per I3drm_
Land Cost or Value
Demolition
Legal
Existing Improvcancarts Value
Og-si6c Lnprovements
Relocation Expenses
NEW CONSTRUCTION
sire work $161,500 $161,'_00 $40,375 $32_30 $16,150
Stnactures -
General Requirements
Contractor Overhead
Contractor Profit
Subtotal New Construction $161,500 $161,s~00 $40,375 $32.30 $16,150
SOFT COSTS
Total Architectural Costs
Const Interest 8c Fees
Perm. Financing Costs
Lender Legal Pd. By Applicant
Outer Legal -Specify
Capitalized Rent Reserves
Capitalized Operating Reserve
Capitalized Replacement Reserve
Appraisal
Survey .~ Engineering
Construction Caatingency
TCAC App/Atloc/Moni[or Foes
Environmental Andit
Local Dev. Impact Fees
Permit Processing Fees
Capital Fees
Marketing
Frrmishnrgs - $6,000 $6,000 $1,500 $1_20 $600
other. inspection testing
Other -specify-tvsnrance
73roker Foes Paid by Owner
Consa[tant/Processing Agent
saarornlso~e~~: $6,000 $6,000 $1,500 -$1.20 $600
DEVELOPER COSTS
Projeet Admiaistratintr $6,000 $6,000 $1,500 $1.20 $600
Developer Overhead/Profit
Corrst_ Mngmt oversight $2,950 $2,95CI $737.50 $0.59 $295
srrbtorarnervrlopercose:: $8,950 $8,95C1 $2,237.50 $1.79 $895
TOTitZ PROJECT COST $176,450 $176,450 $44,112.50 $35.29 $17,645
Total Develo Fee uaffi subtotal "Develo er Costs" : $g 50 -
City of Cupertino CDBG Program CDBG/AHF Funding Attachments 2009/20,~D 33
:;
7. STABILIZED OPERATING BUDGET
Budget Line Item Annual Avg.
P/[T/Y Avg.
P/L7/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 Donations/Events
$20,000
$10,000
$62 800
$20,000
$10,000
$62,800
$1,667
$833
$5 234
20%
10%
62.8%
Other income - (i.aundry)
GROSS SCHEDULED INCOME LESS: $100,000 $100,000 $8,334 100%
Vacancy Rate (a3 O%
EFFECTIVE GROSS INCOME $100,000 $100,000 $8,334 100%
EXPENSES:
General Administrative
Management Fee
Utilities/Water/Sewer $5,000 $5,000 $417 5%
Payroll/PayroIl 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, I64 $2,164 $180 2.2%
Operatuig 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 Coo*Yt:nar;on $18,150 $18,150 $1,513 i8.2%
Replacement Reserve Deposits $10,000 $10,000 $833 IO%
Operating Reserve Deposits $2,926 $2,926 $244 2.9%
Other Reserves: (Specify)
Total Operating Expenses and Reserve Deposits $100,000 $100,000 $8,334 100%
NET OPERATING INCOME: O O O O%
REQUII2ED DEBT SERVICE: O O O O
Permanent Loan NA NA NA NA
Other NA NA NA NA
Other NA NA NA NA
Total Debt Service O O O O
Available-Cash Fiow O O O O
Please provide explanation if applicable:
Proposed Uses of Available Cash Flow
Excess cash will be used as operating reserve deposits and wi11 go back into program costs for current budget or
will be held over for the next year's budget.
Proposed Operatius and Replacement Reserves
In Silicon Valley land and building acquisitions are valued at 60% and 40'/o respectively. A 1.55 million dollar acquisition
would estimate a buildings value at $600,000. Maitri proposes a replacement reserve of $10,000 over 60 years #o 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/mil IIF Funding ~4ttachments 2009/20h®- sa
4
8. PROFORMA
IS Yeaz Cesh Growth Year 1 Year 2 Year 3 Year 4 Yeaz S Year 6 Yeaz 7 Yeaz 8 Yeaz 9 Year 10 Year 11 Year 12 Year 13 Year 14 Yeas 15
Flow Factor
TenantPeymenis 3% 7,200 7,416 7,638 7,868 8,104 8,347 8,597 8,855 9,121 9,394 9,676 9966 14,265 10,573 10
891
(orUnderwriting ,
Rents
Rental Subsidy
(Sped
Othalacame 3% 92,800 95,584 98,452 101,405 104,447 107,581 110,808 114,132 117,556 121,083 124,715 128,457 132,311 136,7,80 140
368
S ,
Gross Scheduled 3% ]00,000 103,000 106,090 109,273 112,551 115,927 119,405 122,987 126,617 ]30,477 134,392 138,423 142,576 146,853 151,259
Income
VacancyLoss 3%
ER'ectlvoGross 3% 100,000 103,000 106,090 109,273 112,881 115,927 119,405 122,987 126,677 130,471 134,392 138,423 142,576 146,883 181
289
Income ,
Operating 3% 68,924 70,992 73,121 75,315 77,575 19,902 62,299 84,768 87,311 89,930 92,628 95,407 98,269 101,217 104,254
FropatyTaxes 3%
On•Site 3% 18,180 18,695 19,255 19,833 20,428 21,041 21,672 22,322 22,992 23,682 24,392 25,11A 25,878 26,654 27
454
Sapportive Service ,
Coordinator
Replacemrnt 3% 10,000 10,300 10,609 10,927 11,255 11,593 11,941 12,299 12,668 13,048 13,439 13,842 14,258 14
685 15
126
Reserve , ,
Operating Reserve 3% 2y26 3,014 3,104 3,197 3,293 3,392 3,494 3,599 3,1D7 3,818 3,932 4,050 4,112 4,297 4,426
Other Reserves
ro~..:aa
V ~LL 3%
Total OE and 3% 100,000 103,000 106,090 109,273 112,881 115,927 119,405 122,987 126,677 130,477 134,392 138,423 142,516 146,853 181
289
Reserves ,
Net Operating 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Income
Permanent Lender
Other
Total Debt
Services
CashFlrnvAvbl. 0 0 0 0 0 0 0 0 0 0 0 D 0 0 0
forDistributions
Debt Savior
CovaaBe
City of Cupertino CDBGProgam CDBG/AHFFundingAttachments 2009/2010
5
M
m
CITY OF CIJPERTINO
CO1ViMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
SIXTH YEAR FUNDING CYCLE FY 2009/2010
C u P E RT t N O STANDARDIZED APPLICATION FOR FUNDING
1. APPLICANT ORGANIZATION: Date: March 27 2009
Agency Name: Rebuilding Together Silicon Valley -
Street Address: 2827 Aiello Drive City: San Jose State: CA_ Zip: 95111
EXECUTIVE DIREC OR: Beverle Jackson
Signature: ~n~
Phone No: 408-578-9519 Fa No: 408-578-9359 E-Mail:bjackson@rebuildingtogether-sv.org_
2_ PR03ECT NAME: Rebuildin Housing Repair and Home Modification Program
Brief Project Description: Rebuilding Together Silicon Valley (RTSV) will repair and rehabilitate
and improve the accessibility and mobility of homes for very low-income residents of Cupertmo: so that
then may live in warmth safety and independence Our protect strengthens the resihencv of low-income
homeowners as well as the neighborhoods in which they live.
Identify City of Cupertino Consolidated Plan Priority Needs (see attached): City of Cupertino.
Consolidated Plait Goal C Enhanced Residential Neishborhoods Maintenance acid repair to assist very
low and low income homeowners in maintaining and repainn~ their housing units. Rebuildmg
Together also provides repairs to non croft facilities so that then can better serve our communrty.
Project AddresslLocation: various addresses throughout the City of Cupertino
CONTACT PERSON/TITLE: Beverley Jackson Executive Director
Phone No: 408-578-9519 Fax No: 408-578-9359 E-Mail:bjackson@rebuildingtogether-sv.org
3. FUND5 REQUESTED• $ 40 000 Total Project Costs $55 000
Is this a Public Service Project: Yes Q No ® Cost Per Service Unit or Per Client: $2750/repair
Funds Requested from Cupertino in FY 09/10:$40.000. Funds Received in FY OS/09: $40.000
Number of proposed unduplicated Cupertino beneficiaries: 3 households
Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median
income:
0-30% (Extremely low) 2 31-50% (Very low) 1 51-80% (low)
City of Cupertino Standardized Application for Fusft4irt~F'Y 09/10
4_
5.
PROJECT DESCRIPTION AND NUMBER OR 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 ~ecific activities for which funds will be
used. It should describe the City of Cupertino 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.).
Rebuilding Together (R"17 will provide home safety repairs acid mobility and accessibiliTy improvements fortl-u-ee
or more homes (3-8 unduplicated beneficiaries) for very low-income people in Cupertino in 08/09, with the
primary consideration being the con-ection of safety 'hazards.
Al( work is free of charge for our clients and can include: wheelchair ramps, grab bars, railings, improved lighting
installations, stair and step modifications for walkers, bath chairs, hand held shower adapters, tub cut outs, door
handle and faucet replacement for accessibility, smoke alarms, door, window and lock repairs, roof repairs and
replacement, interior and exterior painting, yard cleanup, minor plumbing repairs, minor electrical repairs,
appliance replacement, flooring (linoleum, carpet, or tile) repairs and replacement, heating ins#allation and repairs,
outdoor lighting and fencing improvements for safety, elimination of tripping hazards, replacement and/or repair
of windows, earthquake proofing of water heaters. VJe improve the safety of the living environment by fixing
hazardous conditions.
The majority of repairs are completed by volunteers. Some of the specialized work, such as electrical, roofing,
carpet installation and plumbing involve contract staff of Rebuilding Together. Rebuilding Together program
staff schedule and coordinate all repair work utilizing either volunteers or skilled trade contractors.
Each October and April, groups of volunteers armed with paintbwshes, saws, hammers and shovels join together
over one or two Saturdays to repair and rebuild homes and community facilities, dedicating their time in the spirit
of service and community ducing Rebuilding Day Projects.
Additionally, our Neighbor 2 Neighbor Projects leverages our skilled volunteers that wish to contribute on a
weekly basis, by providing home modifications and minor safety repairs throughout the year.
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?
Our project is a direct expression of our Mission Statement, wljich is to "bring together communities and
volunteers to rehabilitate the homes of low-income homeowners, particularly the elderly and disabled, so that they
may live in warmth, safety, and independence." Rebuilding home repairs will assist Cupertino resident's preserve
affordable housing by making the necessary repairs- In doing this we increase the likelihood that low-income and
often senior or disabled homeowners will be able to remain independent and safe in homes they have resided in
for over 40 years. These repairs will improve the quality of life of aging or physically impainrd adults and
families. Marry of our clients have been living with leaking roofs, without heat, surrounded by dangerous
electrical wiring or without adequate plumbing. Many of the homes have also gathered years of clutter, resulting
in conditions that could be a serious health and fire hazard-
Homeowners, project management staff or volunteer project leaders sign off on completed work. This has the
effect of (1) assuring that the project and components have been completed and (2) provides an opportunity to
assess the results via our criteria: safety, warmth, and independence.
City o-j'Czrpertino Stm~dardizedApplicationforFztlSir~ZQFY09/]O
2
6_ PROJECT MANAGEMENT
Briefly describe how the project will be managed and administered, including proposed staff time and
staff functions.
The majority of repairs are completed by volunteers. Sonic of the specialized work, such as electrical, roofing and
plumbing involve contract staff of Rebuilding Together.
Each October and April, groups of volunteers armed with paintUrushes, saws, hammers and shovels join together
to repair and rebuild homes and community facilities during Rebuilding Day Projects. Throughout the year, the
Neighbor to Neighbor Projects leverage our skilled volunteers that wish to contribute on a weekly basis by
providing home modifications and safety repairs throughout the year.
The Program Associate (1.FTE/5%) focuses on client outreach, application processing and selection. Once an
applicant has been recommended for repair work and income status has been verified, projects are evaluated by
Program Director (.SFTE/5%) and Project Manager and identified for completion through the Neighbor to
Neighbor program for small accessiUility and mobility repairs or Rebuilding Day projec#, involving larger repair
needs and completion in one to two days. Some projects are completed by both methods of program delivery. The
Project Manager (1.FTE/5%) oversees all year round safety repair work, reviews project work scope, and
supervises contract and volunteer labor repairs. The Repair Technician (1 FTE/5%) evaluates the materials
needed, schedules the project.completion date and completes repairs or works with the volunteer work team to
complete N2N work. Rebuilding Day projects are assigned a House Captain, who is responsible for the planning
and management of a safe, quality work project. Working with the Homeowner 8c RT staff, the House Captain
(with aconstruction/building experience and background) creates the final scope of work, determines how many
volunteers are needed to do the work, purchases materials and is the on site supervisor for work completion.
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.
Rebuilding Together Silicon Valley has been in operations since 1991. Since our inception, we have mobilized
20,000 volunteers to repair and upgrade G91 homes and nonprofit facilities throughout Santa Clara County. In the
first two quarters of 2009-10 RT provided 61 repairs to Slow-income Cupertino homes. In total our work
impacted over 19,846 County residents in 2008 through 160-project locations. Rebuilding projects leverage
community dollars with the experience and willingness of Rebuilding volunteers to impact the health and safety
of area residents. Our projects are life-changing -for the residents, the neighborhood, and the volunteers.
Imagine finally feeling wan1~ and safe in your own home= your heater now works, and you're no longer afraid of
falling on torn carpet or curling linoleum. Imagine the change to your view of the world to live in surroundings
that nourish your spirit and make you feel better about yourself. We can all identify with feeling good about
where we live, and volunteers complete a project and leave tired but with big smiles. They know they have
profoundly changed the quality of daily experience for someone else- In so doing, they change the quality of their
own lives as well-
Ci[y of Czpertino Starsdardized Application,for Furglir.~ FY 09/10
8. AUDIT INFORMATION:
Please provide the date of the most recent audit of your organization. Describe any findings or concenls
that nay have been cited in the audit 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
concenis.
fiscal year end of 7/31/07 audit was completed 12/12/08. No concerns or findings identified in our
audit and none pertaining to CDBG funds.
9. OTHER SOURCES OF FUNDS ANTICIPA'CED FOR THIS PROJECTt:
SOURCE ESTIMATED AMOUNT STATUS
Project Sponsors
(Coif or faith
communties 10,000 Pending -anticipated by 9/09
and 2/1 O
Inkind (labor 8c
materials) 5,000
Penduig -anticipated by 9/09
and 2/10
ESTIMATED TOTAL PROJECT COST:_$:>5,000
(Should equal total project cost on cover page}
' Include all sources of funds including CDBG allocations.
z Should indicate the status of commitment of funding source, i.e. secured, committed or application pending with
anticipated dates of final funding decisions.
City afC+q~ertino StandardFzed Application for FufiBtir~9FY 09/10
4
10.
AGENCY NAME Rebuilding Together Silicon Valle
CITI' CF CIJPERTINO
PROJECT WORK PLAN
FY 200912010
DATE PREPARED X127109
PROJECT NAME Rebuilding Housing Re air & Home Modifications
Specific Activities Products or Milestones to be accomplished B enchma rks or Be neficiari es
(Use Specific Numerical Data When Possible) For Each Qu arter
uanti When Possible
. 1st 2° 3" 4t TOTAL
Client outreach
Client application review and
Complete 20 or more repairs 3 I~ 20 or
e
mor
assessment repairs
Project review and selection 1 2
. Recruitment of volunteers and team Serve 3 or more unduplicated Cupertino
leaders households
2 or
Collect homeowner agreement and more
finalize project work scope homes
Completion of repair projects
Evaluation
A
O
City of Cupertino Standardized Application for Funding FY 09/10
S
11.
BUDGET
For Amount Requested
FY 200912010
Agency Name: Rebuildin, To;ether Silicon Vallev
Date Prepared; 3128!09
Project Name: Rebuilding Housin Re air & Home Modifications
CATEGORY
SALARIES:
Personnel
Benefits
OFFICE EXPENSE:
Rent
TelephonelFax
Printing
Travel
Utilities
Office Supplies
Postage
Equipment Maintenance
Repair
PROJECT EXPENSES:
Accounting Services
Auditing Fees
Insurance
Davis Bacon Compliance
Contract Labor 25,000
PROJECT CONSTRUCTION:
Appraisal
Engineering Services
ArchitecturalNesign
Acquisition
Materials & Equipment 15,000
TOTAL: 40,000
o~
A
Ciry of Cupertino
6
Standardued Appiication for Funding FY 09/10
CITY OF CUPERTINO
}' CONIMUIVITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
~~ SIXTH YEAR FUNDING CYCLE FY 2009/2010
,_
_____.__.__ ._._ STANDARDIZED APPLICATION FOR FUNDING
1. APPLICANT ORGANIZATION: Date: March 30. 2009
Agency Name: Senior Housing Solutions
Street Address: 512 Va11e~Way City: Milpitas State: CA Zip: 95035
EXECUTIVE DTREC
Phone No:408-41 -0271 Fag No:408-416-0278 E-Mail:bob@srhousingsolutions.org
2. PROTECT NAME: Price Avenue Senior Residence .Proiect
Brief Proiect Description: Senior Housing Solutions (SHS) will rehab the property at 19935 Price
Avenue to provide 5 units of affordable housing for extremely low-income seniors. Through the rehab of
this single-family home SHS will develop and remodel the property 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.
Identifv City of Cupertino Consolidated Pian Priority Needs (see attached): "Throughout the plan
affordable housing and support service needs for seniors are rated as High. Specifically: Priority Needs
table IB 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 Price Avenue Senior Residence address will be 19935 Price St.
CONTACT PERSON/TITLE: Bob Campbell, Executive Director
Phone No: 408-416-0271 Fax No: 408-416-0278 E-Mail: bob~a srhousin~?solutions.orQ
3. FUNDS REQUESTED: $320,665 Total Project Costs $339.165
Is this a Public Service Project: Yes Q No X Cost Per Service Unit or Per Client: $67_883
Funds Requested from Cupertino in FY 09/10: $320.665 Funds Received in FY 08/09: $1.090.0000
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% (low)
City of Cupertino Standardized.4pplicatian for Fun}1~ir~iz'Y 09/10
I
4. PROJECT DESCRIPTION AND NUMBER 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 si~ecific activities for which funds
will be used. It should describe the City of Cupertino target population and geographic
boundaries of target areas. Also indicate the speci£c 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 low-income seniors improve their quality of life. Our innovative model combines housing,
property management and case management to acrueve positive health and quality of life outcomes for our
residents. Today the SHS provides 47 units of affordable housing for extremely low-income seniors in
nine single-family homes throughout Santa Clara County.
The Price Senior Residence Project will use fiends requested for rehab activities. The property located
at 19935 Price Ave in the City of Cupertino was :purchased with City BMR funds in January 2009. Upon
completion of rehab the Project will provide affordable housing to 5 extremely low-income seniors.
Rents will be held at 30% of the senior's income. Our target 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 bathroom 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 f?CVAC system as well as modifications and remodel of
the kitchen and common areas in the house. Solzir panels will also be added to conserve energy and help
control operating costs. Our projects usually are completed within 6 months of the start of construction.
Therefore we expect the project to be ready for occupancy in January 2010.
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 will be achieved.
Outcomes
• Development of 5 units of housing by 3anuary 201 O 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 least 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 been able to maintain or increase their level of physical
activity
• SS% will report their life is as good o:r better since moving into Senior Housing Solutions --
and of these, 50% report their lire has improved
• 100% of residents will report that they feel safe living in the house while 80% report their sense
of safety has improved since they moved into Senior Housing Solutions housing
City of Cupertino Standardized Application for FuA!6list~FY 09/10
2
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 Bob 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
Claza County with a variety of tow-income populations including seniors. Matt provides direct social
work services to our residents including psycho-social support, cornxnunity 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 ROME 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 ten Senior I>.ousing Solutions homes in operation throughout
Santa Clara County (3 in Campbell, 2 in Sunnyvale, 2 in Santa Clara, 1 in San Jose, 1 in Los Gatos and
1 in Milpitas serving 47 seniors. The average age of cuiTent 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 47 seniors today to serving 62 seniors by April 2010
with the addition of the Price Avenue house as well as new projects in the Cities of Milpitas and Santa
Clara. That's a 32% increase in services in the next 12 months.
Some con~.inon 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 Charities, and City Team, to highlight a few.
Since 1993 Senior Housing Solutions has developed nine senior residences, a total of 38 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 standard for our projects. Funding for our senior residences have come
from CDBG, HOME, Redevelopment Agency Funds, Affordable Housing Funds, Rental Rehab
City ofCuperti~so _ Standardized Application for Fundl~tg4aY 09/70
Program funds, Bridge Loans from a private lender, Housing Trust funds and funding from private
Foundations. This is our second request for funding from the City of Cupertino. The first request from
the City was for acquisition funds which were use;d to purchase the property on Price Avenue in January,
201 O.
8. AUDIT INFORMATION:
Please provide the date of the most recent audiit of your organization. Describe any findings or
concerns that may have been cited in the audit or in any accompanying management letter
particularly any pertaining to the use of CDS(~ funds. Also, describe any actions taken to correct
identified findings or concerns.
Our most recent audit was completed for FY 200'7-2008. There were no material findings in the audit.
A copy of the audit it available upon request. The: management letter focused on reconciliation of long
term notes, the recording of temporarily restricted net assets and bank balance of over $100,000. These
issues have been resolved. First, we have sent letters and have gotten confirmation from all sources of
long term notes and reconciled our balance sheet to those balances. Second, we are now recording all
temporary net assets at the time they are committed to the agency_ Lastly, the FDIC has raised the
amount of insured funds to $250,000 and we have no accounts over that amount.
9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECTi:
SOURCE ESTIMATED AMCIUNT STATUS
SHS $18,500 Committed
ESTIMATED TOTAL PROJECT COST: $3:39,165
(Should equal total project cost on cover page
1 Include all sources of funds including CDBG allocations.
z Should indicate the status of commitment of funding source, i.e. secwed, committed or application pending with
anticipated dates of final funding decisions_
City of Cupertino Standardized Application for Fun~rrgtis'Y 09/70
4
10,
AGENCY NAME_ Senior Housing Solutions
PROJECT NAME Price Senior Residence Project
CITY OF CUPERTINO
PROJECT WORK PLAN
FY 200912010
DATE PREPARED March 30.2009
Specific Activities Products or Milestones to be accomplished (Ilse Speci$c
Numerical Data When Possible) Benchmarks or Beneficiaries
For Each Quarter
uanti When Possible
1" 2° 3' 4th TOTAL
A. Architectural Drawings A. Drawings submitted and required permits requested from the X
complete City of Cupertino Planning
B. Start Rehabilitation B. Contractor selected and contract signed. Permits received X X X
ConsWction from the City of Cupertino Planning, Continue construction until
project complete
C. Begin Affirmative Marketing C. Notice sent to affirmative marketing contacts in the City of X
Cupertino.
D. Establish waiting list D. Eligible tenants interviewed X
E. Rehabilitation Construction E. Notice of completion issued X
Complete ~
F. Continue Affirmative F. Occupancy permit issued: begin occupancy, Case 3 X
Marketing Management and Property Management services begun
S
G. Continue tenant eligibility, G, Reach 100% occupancy, Continue Case Management and S X
interview process Property Management services
City of Cupertino Standardized Application far Funding FY 09/10
S
11,
Agency Name: Senior Housine Solutions
Project Name:_ Price Senior Residence Proiect
BUDGET
For Amount Requested
FY 200912010
Date Prepared: March 30.2009
a
CATEGORY BUDGET FOR YEAR
SALARIES:
Personnel
Benefits
OFFICE EXPENSE:
Rent
TelephonelFax
Printing
Trawl
Utilities
Office Supplies
Postage
_~ sx_ _t.... „ I D~
,GllUl~llllelll UlAlLWllUn~41 i~cpair
PROJECT EXPENSES:
Accounting Services
Auditing Fees
Insurance $2,100
Davis Bacon Compliance
Appliances
Closing Costs & Vacancy Reserve $8,300
PROJECT CONSTRUCTION:
Appraisal
Engineering Services $ 6,000
ArchitecturaUDesign $ 15,400
Rehab $290,000
Startup S 12,200
Developer Fee $ 5,165
TOTAL: $339,165
City of Cupertino
6
Standardized Application for Funding FY 09/10
CDBG/AHF PROJECT ACQUISITION AND/OR CONSTRUCTION ATTACHMENT
FY 2009/2010
APPLICANT ORGANIZATION: Senior Housine Solutions
PROJECT- Price Avenue Senior Residence Proiect
FUNDS REQUESTED FROM: CDBG X Affordable Housing Fund (AHF) X
TYPE: New Construction Q Acquisition Rehabilitation X
1_ PROJECT DESCRIPTION:
2.
Loan Grant Re uest: $320,665 Cost/Unit: $64,133
Total Develo went Cost: $339,165 Total Cost/Unit $67,833
Ultimate Borrower: SHS
Co-General Partners
Architect: Residential Desi Associates
General Contractor: TBA
Consultant:
Pro a Mana ement: SHS
Service Provider: Site Control: SHS owner since 7anu , 2009
Pro'ect T e: Rehab Land Area: 7,412 s ft
Pro'ect Design: Sin le-Famil
No. Res. Bld s: 1 Residential Floor Area: 2,050 s ft
Comniuni Room: Ail common areas are shared
No. Stories: 1 Elevators: N/A
Pazkin S aces: 4 Guest Pazkin S aces Street
Parkin Ty e: Drive Wa and Gana a Other Uses S eci : N/A
Commercial Uses S ci : N/A
LOAN SUMMARY•
LOAN TYPE SOURCE LIEN STATUS AMOUNT TERMS
Pre-development: Cupertino CDBG 1" Pending $25,500 30 yr deferred of
Grant
Construction: Cupertino CDBG 1~` Pending $295,165 30 yr deferred or
Grant
Permanent
Financing:
Operating Subsidy-If applicable, please identify and explain any operating subsidies the project
anticipates receiving.
Czty of Cupertino CDBG Program CDBG/f1HF Funding Attachments 2009/~DIQg
1
# of # of AlEIF CDBG Total Rent Utility Income SA/SNP
Bdrms Units Assisted Assisted Restricted (less Allowance Limit Units
utilities)
~5 ~5 *~'_C 30% of Rent Target
income includes seniors w/
utilities month ?
Income
$1,000 a
month or
less
Special needs population
4. MARI~T INFORMATION:
Unit Type
edrooms Market Rent Max. Project
Rent Difference Percent of
Market
5 $725 $:L95 est @ 30%
of income $430 41%
5_ LEVERAGING OF FUNDS-
Clearly state how an allocation of CDBG anc[ or AI3I' Funds will assist in leveraging other
financing for this project.
In December the City provided $1,090,000 for acquisition of the house on Price Avenue which
leveraged $100,000 from the Housing Trust an<i resulted in purchase of the property in January 2009.
The current request of $320,665 is for rehab. Senior Housing Solutions has an additional $18,500
committed to the project which will be used for program supplies and setting the house up including
furnishings.
City of Cupertino CDBG Program CDBG/~II3F' Funding Attachments 2009/7t81~
2
6
Develor>'ment Budget:
Item Total Project
Costs Residential Costs Residential Costs Analysts
per unit
5 units per sq ft
1860 per bdre
5 bdrms
land cost or value (purchased Jan 2009) O O O
demolition 7,500 7,500
legal
existing improvements value O
O
O
O
off site improvements
relocation expenses
NEW CONSTRUCTION
site work 215,613 215,613 43,123 116 43,123
structures
general requirements
contractor overhead 9.236
14,580 9,236
14,580 1,847
2,916 5
8 1'847
2,916
contractor profit 3,955 3,955 791 2 791
subtotal new construction
SOFT COSTS 243,364 243,384 48,677 139 48,677
Total architectural costs 21,400 21,400 4,280 12 4,280
Const. interest & fees
permanent finanGng costs
Lander Legal Pd. Sy Applicant 4,100 4,100 820 2 820
Other Legal -Specify
Capitalized Rent Reserves
capitalzed operating reserve
capitalized replacement reserves
4,200
4,200
840
2
840
appraisiaf
Survey 8. Engineering 0 O O
consturction contigency 33,916 33,916 6,783 18 6,783
TCAC ApplAlbc/Monttor Fees
Environmental Audit
Local Dev, Impace Tees
Permit Processing Fees
Capital Fees
Marketing
furnsihsings 12,200 12,200 2,440 7 2,440
other pnspct, permits, insurance) 7,300 7,300 1,460 4 1,460
Other -specify
Broker Fees Paid by Owner
Consultant/Processing Agent
Subtotal soft costs
DEVELOPER COSTS 83,116 83,116 16,623 46 16,623
Project Administration O O O 0
Developer overhead/profd
Cosst. Mngmt. Oversite O
5,165
5,165 O
1,033 O
3 O
1,033
subtotal developer cost 6,165 6,16 5 1,033 3 1,033
TOTAL PROJECT COST 339,165 339,16 6 67,833 18 2 67,833
Total Developer Fee (equals subtotal "Developer Costs
16-50
l~ifv of l:rrnFertinn C1~SG Prooram 3 C~SG/AHF Funding Attachments FY 2009-2010
7 STABILIZED OPERATING BUDGET
Budget Line Item Annual Avg P/U/Y Avg P/fJ/M Percent of Gross
Income
INCOME
tenant ayment 17,700 3,540 295 70%
rent subsidy O O O%
Other income (Grants 8c Cntrbtns 7,500 1,500 125 30%
GROSS SCHEDULED INCOME
LESS 25,200 5,040 420
0 100%
vacant Rate 5% 1,260) 252 (21 -5%
EFFECTIVE GROSS INCOME
EXPENSE 23,940 4,788 399 95%
General admire O O O%
mans ement fee 2,500 500 42 1 O%
utilities water/sewer 2,500 500 42 10%
a cll. Pa oll taxes (CM sal 7,100 1,420 118 28%
insurance 1,840 368 31 7%
maintainence 5,700 1,140 95 23%
water/sewer 1,280 256 21 5%
other < hone/cable 31 O 62 5 1
Operaing Expenses (w/o property taxes,
reserves, and On-Site Supportive
Service Coordinatin
Pro a taxes a assements 1,550 310 26 6%
on-site su ortive service word O O O%
re lacement reserve de sits 1,093 219 18 4%
o eratin 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 DE$T SERVICE
ermanent loan O O O%
other O O O%
other
total debts service O O O%
available cash flow 67 13 1 O%
-Please provide explanation if applicable:
Proposed uses of available cash flow
Proposed oneratinc~ and realacement reserves
16-51
mss., „f r-,,.,o,-r;,,,, 4 CDBG/AHF Fundti» Attachments 2009/2090
00
c~
0
~.
Oq
rb
O
~~
y
n~
O
b
tv
O
O
e
~
e o
S
m ~°
'8 ~ ~ ~8 ~ ~ ~` g ~ g 8 g
o ~
~' g
`
n
8
*
y ~ a ~ _a ~
e $ g 3 3
g
~
o
~
`_' `== Xoi Y„S ~_ g ~ K
~ G
e e
A
~' '
' Lr ~.+ '
"
~ G `a JL' ~ S $
g !fi
'~ g S
~"
e a b
g o
e
.
.
~
` ~ $~ B~ g ~3 7n' ~ W g g o $' S a
$ S o TS o~ X
i~ h ~ ~ ~ ~ ~_ o K{ a
~^
7z.
-o
0
0
~o
a
16-52
CITY OF CUPERTINO
_ COMMUNITY DEVELOPIV[ENT BLOCK GRANT (CDBG) PROGRAM
~~ SIXTH YEAR I'UNDING CYCLE FY 2009/2010
tn~~.
._,-_._ -
I STANDARDIZEI) APPLICATION FOR FUNDING
1. APPLICANT ORGANIZATION: Date: March 30 2009
Agency Name: Senior Housing Solutions
Street Address: 512 Valley Way City: Milpitas State: CA Zip: 95035
EXECUTIVE DIR
Phone No:408-41 -0271 Fax No:408-416-0'z78 E-Mail:bob@srhousingsolutions.org
2_ PROJECT NAME: Price Avenue Senior Residence Project
Brief Proiect Description: Senior Housing Solutions (SHS) will rehab the property at 19935 Price
Avenue to provide 5 units of affordable housing =Por extremely low-income seniors. Through the rehab of
this single-family home SHS will develop and remodel the property to serve independently functioning
seniors 60 yeazs 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 Price Avenue Senior Residence address will be 19935 Price St.
CONTACT PERSON/TITLE: Bob Campbell, Executive Director
Phone No: 408-416-0271 Fax No: 408-416-0278 E-Mail: bobf~r7srhousingsolutions.org
3. FUNDS REQUESTED: $320.665 Total Project Costs $339.165
Is this a Public Service Project: Yes Q No X Cost Per Service Unit or Per Client: $67.883
Funds Requested from Cupertino in FY 09/1 O: $320.665 Funds Received in FY 08/09: $1 _090.0000
Number of proposed unduplicated Cupertino beneficiaries: 5
Number of proposed unduplicated Cupertino benefciazies at or below current countywide median
income:
0-30% (Extremely low) 5 31-50% (Very lo~~v) 51-80% (low)
City of Cupertino Standardized,4pplicatiotr for Fund'li[gs~'Y 09/10
1
4_ PROJECT DESCRIPTION AND NUMBER 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 Cupertino 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 low-income seniors improve their quality 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 47 units of affordable housing for extremely low-income seniors in
nine single-family homes throughout Santa Clara County.
The Price Senior Residence Project will use funds requested for rehab activities. The property located
at 19935 Price Ave in the City of Cupertino was purchased with City BMR funds in January 2009. Upon
completion of rehab the Project will provide affordable housing to 5 extremely low-income seniors.
Rents will be held at 30% of the senior's income_ Our target 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 bathroom 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 HVAC system as well as modifications and remodel of
the kitchen and common areas in the house. Solaz panels will also be added to conserve energy and help
control operating costs. Our projects usually are completed within 6 months of the start of construction_
Therefore we expect the project to be ready for occupancy in 3anuary 201 O.
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 will be achieved.
Outcomes
• Development of 5 units of housing by January 201 O 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 least 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 wi21 report they have been 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 while 80% report their sense
of safety has improved since they moved into Senior Housing Solutions housing
City ojCupertino Standardized.4pplication for Fu?~iir~FY 09/10
2
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 Manages, 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 Bob on our last eight projects. Gary is responsible for all internal
administrative functions, all property management fmictions 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 yeazs 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 ten Senior Housing Solutions homes in operation throughout
Santa Clara County (3 in Campbell, 2 in Sunnyvale, 2 in Santa Clara, 1 in San Jose, 1 in Los Gatos and
1 in Milpitas) serving 47 seniors. The average a~~e 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 47 seniors today to serving 62 seniors by April 2010
with the addition of the Price Avenue house as well as new projects in the Cities of Milpitas and Santa
Clara. That's a 32% increase in services in the next 12 monthy_
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 Charities, and City Team, to highlight a few.
Since 1993 Senior Housing Solutions has developed nine senior residences, a total of 38 units of
affordable housing for extremely low-income seniors. Rents aze 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 standard for our projects. Funding for our senior residences have come
from CDBG, HOME, Redevelopment Agency :Funds, Affordable Housing Funds, Rental Rehab
City of Cupertino Standardized Application for Fu~'is{~FY 09/10
Program funds, Bridge Loans from a private lender, Housing Trust funds and funding from private
Foundations. This is our second request for funding from the City of Cupertino. The first request from
the City was for acquisition funds which were used to purchase the property on Price Avenue in January,
2010.
8. AUDIT INFORMATION:
Please provide the date of the most recent audit of your organization. Describe any findings or
concerns that may have been cited in the audit 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 2007-2008. There were no material findings in the audit.
A copy of the audit it available upon request. The management letter focused on reconciliation of long
term notes, the recording of temporarily restricted net assets and bank balance of over $100,000. These
issues have been resolved. First, we have sent letters and have gotten confirmation from all sources of
long terns notes and reconciled our balance sheet to those balances. Second, we are now recording all
temporary net assets at the time they are committed to the agency. Lastly, the FDIC has raised the
amount of insured funds to $250,000 and we have no accounts over that amount.
9. OTIIER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECTI:
SOURCE ESTIMATED AMOUNT STATUS
SHS $18,500 Committed
ESTIMATED TOTAL PROJECT COST: $339,165
(Should equal total project cost on cover page)
~ Include all sources of funds including CDBCs allocations.
z 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 Application for Furl~n~FY 09/10
10.
AGENCY NAME Senior Housi~LSolutions
PROJECT NAME Price Senior Residence Proiect
CITY OF CUPERTINO
PROJECT WORK PLAN
FY 2009!2010
DATE PREPARED March 30, 2009
Specific Activities Products or Milestones to be accomplished(Use Specific
Numerical Data When Possible) Benchmarks or Beneficiaries
For Each Quarter.
uanti When Possible
1° 2" 3' 4th TOTAL
A, Architectural Drawings A, Drawings submitted and required permits requested from the X
complete City of Cupertino Planning
Start Rehabilitation
B B. Contractor selected and contract sued. Permits received X X X
,
Constuction from the City of Cupertino Planning. Continue consmtction until
project complete
C. Begin Affirmative Marketing ~ C. Notice sent to affirmative marketing contacts in the City of X
Cupertino.
D. Establish waiting list D. Eligible tenants interviewed X
E. Rehabilitation Construction E. Notice of completion issued X
Complete 3
F. Continue Affirmative F, Occupancy permit issued: begin occupancy, Case 3 X
Marketing Management and Property Management services begun S
G. Continue tenant eligibility, G. Reach 100% occupancy, Continue Case Management and S X
interview process Property Management services
City oJCupertino Standardized Application for Funding FY09/10
S
11. BUDGET
For Amount Requested
FY 200912010 ~
Agency Name: Senior Housin¢ Solutions Date Prepared: March 30.2009 ,~
Project Name:, Price Senior Residence Proiect
BUDGET FOR YEAR
CATEGORY
SALARIES:
Personnel
Benefits
OFFICE EXPENSE:
Rent
Telephone/Fax
Printing
Travel
Utilities
Office Supplies
Postage
Eqaipment Maintenance 1 Repair
PROJECT EXPENSES:
Accounting Services
Auditing Fees
Insurance $2,100
Davis Bacon Compliance
Appliances
Closing Costs & Vacancy Reserve $8,300
PROJECT CONSTRUCTION;
Appraisal
Engineering Services $ 6,000
ArchitecturallDesign $ 15,4U0
Rehab $290,000
Startup $ 12,200
Developer Fee $ 5,165
TOTAL; $339,165
City of Cupertino Standardized Application for Funding FY09/]0
6
CDBG/AHI' PROJECT ACQUISITION A1~TD/OR CONSTRUCTIOhT ATTACFIIVIENT
FY 20Di912010
APPLICANT ORGANI7ATION: Senior Housing Solutions
PROJECT: Price Avenue Senior Residence Project
FUNDS REQUESTED FROM: CDBG X Affordable Housing Fund (AHF) X
TYPE: New Construction ~ Acquisition Rehabilitation X
1.
2.
PROJECT DESCRIPTION:
Loan Grant Re nest: $320,665 Cost/Unit: $64,133
Total Develo ment Cost: $339,165 Total Cost/Unit $67,833
Ultimate Borrower: SHS
Co-General Panne s
Architect: Residential Desi Associates
General Contractor: TBA
Consultant:
Pro a Management: SHS
Service Provider: Site Control: SHS owner since Jan , 2009
Pro' ect T e: Rehab Land Area: 7,4 i 2 s ft
Project Desi :Single-Famil
No. Res. Bld s: 1 Residential Floor Area: 2,050 s ft
Communi Room: All conznion areas are shared
No. Stories: 1 Elevators: N/A
Pazkin S aces: 4 Guest Pazking S aces Street
Parkin T e: Drive Wa and Gaza e Other Uses (S eci . N/A
Commercial Uses S eci : N/A
LOAN SUMMARY-
LOAN TYPE SOURCE LIEN STATUS AMOUNT TERMS
Pre-development: Cupertino CDBG la` Pending $25,500 30 yr deferred of
Grant
ConStl'UCtiOn: Cupertino CDBG 1s6 Pending $295,165 30 yr deferred or
Grant
Permanent
Financing:
Operating Subsidy-If applicable, please identify and explain any operating subsidies the project
anticipates receiving.
City of Cupertino CDBG Program CDBG/AHF Funding Attachments 2009/~JI~
1
3. UNIT MIX•
# of # of AHF CDBG Totai Rent Utility Income SHISNP
Bdrms Units Assisted Assisted Restricted (less Allowance Limit Units
utilities)
~5 ~5 *5 30% of Rent Target
income includes seniors w/
utilities month ?
Income
$1,000 a
month or
"~5pecial needs population
4, MARI~T INFORMATION-
Uni# Type Market Rent Maz. Project Difference
Bedrooms Rent
g $'725 $295 est @ 30% $430
of income
Percent of
Market
41%
5. LEVERAGING OF FUNDS:
Clearly state how an allocation of CDBG and or AHI' Funds will assist in leveraging other
financing for this project_
In December the City provided $1,090,000 for acquisition of the house on Price Avenue which
leveraged $ i 00,000 from the Housing Trust and resulted in purchase of the property in January 2009.
The current request of $320,665 is for rehab_ Senior Housing Solutions has an additional $18,500
committed to the project which will be used for program supplies and setting the house up including
fi ~rn i shings.
City of Cupertino CDBG Program CDBG/f1HF Funding 14ttachments 2009/~~Q
2
6 Development Budget:
i-'eTTT11L YfOC65smg rer9s -
Capital Fees
Marketing 12
200 12,200 2,440 7 2,440
,
fumsihsings
other (inspet, permits, insurance) 7.300 7 300 1 460 4 1,460
Other -specify
Broker Fees Paid by Owner
ConsultanUProcess[ng Agent
Subtofa! soft costs 83,176 83,116 16,623 45 16,623
DEVELOPER COSTS
0
Project Administration O O O O
Developer overhead/profit O 165
5 O
033
1 O
3 1,033
Const. Mngmt. Oversite 5,165 , ,
subfota! developer cost 6,166 6,166 1,033 3 1,033
TOTAL PROJECT COST 339,165 339,165 67,833 182 67,833
16-61
3 COBG/ANF Funding Attachments FY 2009-200
EXHIBITS
BEGIN
HERE
C C 4/21 /2009
~~~ ~~
~'
• Federal entitlement grant based on a formula.
• Grant can be used to implement
neighborhood revitalization, economic
development and public improvement
activities.
• Activities must meet one of three National
Objectives.
• Benefit very low and low-income
households, also referred to as "low and
moderate income"
• Eliminate a blighted area
• Address an urgent or emergency community
need
• 20% can be used for administration of grant
• 15 % of grant can be used for Public Services
- senior services
- homeless services
- counseling services
• Remainder used for neighborhood
revitalization, economic development, housing
activities
4/21 /2009
~:
RERI iN0
• Recently changed funding cycle from
every year to an every other year.
• Agencies apply once every other year
for funding.
• Amount for 2nd year in the cycle is
adjusted accordingly.
• One year agreements with aone-page
amendment for 2nd year changing
amount and dates.
2