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27. CDBG funds & Human Service grantsCOMMUNITY DEVELOPMENT DEPARTMENT HOUSING SERVICES DIVISION CUPERTINO CITY HALL 10300 TORRE AVENUE - CUPERTINO, CA 95014 -3255 (408) 777 -3251 - FAX (408) Tr7 -3333 Summary Agenda Item No. Agenda Date: April 6, 2010 Subject: Conduct the first of two public hearings regarding the use of eighth program year (2010 -11) Community Development Block Grant CDBG I funds and Human Service grants, and begin review of the 2010 Annual Action Plan Recommendations: The following actions are recommended: 1. Conduct the public hearing for testimony from the non - profit agencies. 2. Continue the final approval of the 2010 -11 Annual Plan to April 20, 2010 (Attachment A) so the 30 -day review period can be completed. CDBG Steering Committee Recommendation: The CDBG Steering Committee recommends that the City Council approve the allocations shown in Attachment B for the use of the 2010 -11 CDBG program funds and Human Service Grants. Background: CDBG Prog The City of Cupertino is expecting to receive a CDBG entitlement of approximately $418,295 for fiscal year 2010 -11, plus a reallocation of $10,300 in projected program income from rehabilitation loan payoffs for a total of $428,595. Although the actual entitlement is projected to increase approximately seven percent, the allocation will not change from last fiscal year's entitlement since the program income is projected to decrease by approximately 75 %. This is Cupertino's eighth year as an entitlement jurisdiction receiving the CDBG grant directly from HUD and the first year of the two -year public service funding cycle. HUD regulations require that projects selected for funding benefit very low and low- income households, eliminate a blighted area, 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 • Public improvements • Public service activities • Affordable housing developments • Property acquisition for affordable housing • Rehabilitation of affordable units Of the $428,595 (entitlement plus program income), only 20 %, or $85,719, may be used for administration of the program and fair housing services and 15%, or $64,289, may be used 27 -1 April 6, 2010 Page 2 of 5 First of two required public hearings regarding the use of eighth program year (2010 -11) Community Development Block Grant (CDBG) funds and Human Service grants, and review of the 2010 -11 Annual Action Plan. to fund public service activities. Public service activities must benefit very low and low - income households and include activities such as childcare, placement services, senior legal services, etc. The remainder of the grant ($278,647) can only be used 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 first year of the two -year public service funding cycle. In February 2008, the City Council voted to move to a two -year funding 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 will make recommendations for funding for this and next fiscal year's public and human service grant funding, annual public hearings are required by HUD to review the Annual Plan and finalize the allocations. Public service agencies have completed an application and will make presentations at hearings this year. However, next year, agencies will not need to complete an application for funding or attend public hearings. Also, instead of staff preparing a new agreement for next year's funding, a one -page amendment to last year's agreement will be presented to each agency with the amended dates and dollar amounts. This process saves significant staff time for both the city and each non - profit agency. CDBG Steering Committee: On April 10, 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 11 and 18, 2010 the CDBG Steering Committee met and conducted a public hearing on the FY 2010 -11 CDBG and Human Service funding allocations. The Committee heard presentations from all three applicants and recommended that the staff recommendation be forwarded to the City Council. Request for Proposals: This is Cupertino's first year utilizing an on -line Request for Proposal (RFP) and application process. Staff placed a public notice in the local paper notifying potential applicants of the funding availability and directing the agencies to the City website where they received instructions on how to create a login for the www.citydataservices.com website. After the interested agency received the login, they completed the application and uploaded all 27 -2 April b, 2010 Page 3 of 5 First of two required public hearings regarding the use of eighth program year (2010 -11) Community Development Block Grant (CDBG) funds and Human Service grants, and review of the 2010 -11 Annual Action Plan. required documents. For agencies already receiving funding, the agency contacts received an e -mail directly stating that the application was available to complete under their normal login. With the on-line application system, the City's CDBG Steering Committee was then able to review and rate each application on -line prior to making recommendations on April 11, 2010. Since some CDBG Steering Committee members were interested in revising their recommendation after listening to presentations, a second hearing before the CDBG Steering Committee was held on April 18, 2010. In the future, staff will incorporate a two hearing process every two years for the CDBG 'Steering Committee recommendations. The first hearing will allow the Steering Committee to listen to non - profit presentations and ask questions and the second hearing will take place a week later for recommendations. The week between hearings allows the Steering Con:unit to make changes to their ratings of each application. Staff received 12 applications for funding from ten agencies. Although two former recipients of funding, Emergency Housing Consortium and Second Harvest Food Bank, declined to reapply for funding, two new agencies did apply for funding. Santa Clara Family Health Foundation and Maitri Domestic Abuse Services are the two new applicants recommended for funding. Staff did follow -up with Emergency Housing Consortium and Second Harvest Food Bank as to why they declined to apply for funding. Both agencies said that the amount of time to administer small grants costs their agencies more in staff time than the value of the grants. This news is not unexpected since HUD has previously encouraged entitlement cities across the country to increase the value of grants and reduce the number of grantees to control administrative costs. As discussed later in the staff report, staff is recommending reducing administrative costs by reducing the funding sources for each grantee. With the exception of the new applicants, all the public service agencies are being recommended for funding at their current funding levels. Santa Clara Family Health Foundation and Maitri Domestic Abuse Services will receive the funding levels that Second Harvest Food Bank and Emergency Housing Consortium received respectively. CDBG Public Service Grants: Staff proposes reducing the number of CDBG public service grants from five to three by consolidating grants. West Valley Community Services (WVCS) has received two CDBG public service grants and a general fund grant in past years. Rather than administer three agreements and require WVCS to report on three projects, staff proposes consolidating the Comprehensive Assistance Program into the CDBG public service grants funding. This would reduce the CDBG public service grants to three: Senior Adults Legal Assistance, WVCS Rotating Shelter and WVCS Comprehensive Assistance Program. This significantly 27 -3 April d, 2010 Page 4 of 5 First of two required public hearings regarding the use of eighth program year (2010 -11) Community Development Block Grant (CDBG) funds and Human Service grants, and review of the 2010 -11 Annual Action Plan. reduces the amount of staff time needed to report accomplishments on HUD's Integrated Disbursement and Information System (IDIS). CDBG Construction /AcquisitiorVRehabilitation Unlike the funding for public service and administrative activities, the percentage of funding used for capital improvements, construction, acquisition and rehabilitation is unlimited. It encompasses the largest percentage of the CDBG entitlement. This year, staff only received one funding proposal for this funding source. Rebuilding Together Silicon Valley has submitted a proposal to continue its program of making minor home repairs for low and very low income Cupertino homeowners. Although the request for funding is for $45,000, staff proposes increasing the amount to $53,591 since HUD discourages leaving funds unallocated and a new RFP and hearing process for allocating $8,591 would be expensive. Staff also recommends that the $225,000 Cleo Avenue Habitat for Humanity project be reallocated to this year. This amount was originally awarded in 2007. Because the project was not ready to begin, Habitat for Humanity agreed to let the City change its funding source from CDBG to BMR funds so that Maitri could utilize CDBG funding for its transitional housing purchase. Without this change, the City was at risk of losing a portion of its CDBG entitlement for not spending it quickly enough. Since the BMR Housing Fund does not currently have enough funding to cover the $225,000 that the agency will need for construction, staff is suggesting allocating 2010 CDBG funds to Habitat for Humanity. If the City Council opts to not allocate the CDBG funding to Habitat for Humanity, the City will need to loan the BMR Housing Fund the amount until sufficient mitigation fees have been collected to cover the loan. Staff does not recommend loaning general fund monies to cover the Cleo Avenue Habitat for Humanity encumbrance when CDBG funds are available. Affordable Housing Fund Staff also proposes a $75,000 allocation to West Valley Community Services from the Affordable Housing Fund for administration and monitoring of the Below Market Rate (BMR) Program units. In past years, the allocation has been $65,000, but staff proposed increasing this amount to $75,000 last year to cover additional monitoring and ordering of lot book reports (abbreviated title reports). The Affordable Housing Fund receives its revenue from the payment of housing mitigation fees from office, commercial and industrial developments. Currently, the fund has approximately $100,000 available for allocation. General Fund Allocation for Human Service Grants: Every year the City Council allocates approximately $40,000 from the General Fund to human service agencies. Formal agreements and monitoring are required for this program, but the requirements are less than for federal funding. The CDBG Steering Committee reviews the allocations at the., same time as the CDBG allocations and makes 27 -4 April 6, 2010 Page 5 of 5 First of two required public hearings regarding the use of eighth program year (2010 -11) Community Development Block Grant (CDBG) funds and Human Service grants, and review of tie 2010 -11 Annual Action Plan. recommendations to the City Council. The Human Service Grant allocations are on a two - year 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 a one -page amendment to their last year's agreement. FY 2010 -11 Annual Action Plan: Federal regulations require that each entitlement jurisdiction prepare an Annual Action Plan and submit the plan no later than May 15th of each year. The Annual Action Plan is a one -year plan which describes the eligible programs, ,projects and activities to be undertaken with funds expected during the program year (Fiscal Year 2010 -2011) and its relationship to the priority housing, homeless and community development needs outlined in the approved Consolidated Plan. Furthermore, Federal regulations require the plan be made available for 30 days for public review and comment. The FY 2010 -2011 Annual Action Plan (Attachment A) was released for public review on March 19, 2010 for the 30 -day review period. A notice was placed in the local paper informing the public of its availability. On April 20, 2010, the City Council will hold a final public hearing to approve the Annual Action Plan for submittal to HUD. Prepared by: Vera Gil, Senior Planner Reviewed by: Kelly Kline, Redevelopment/ Economic Development Manager Reviewed by: Aarti Shrivastava Community Development Director Approved by: avid . Knapp City Manager Attachments: Attachment A: Fiscal Year 2010 -11 Annual Action Plan Attachment B: Summary of Funding Allocations Attachment C: 2010 -11 CDBG Funding Applications 27 -5 CITY OF CUPERTINO Fiscal Year 2010 -11 Annual Action Plan Prepared by the Department of Community Development 10300 Torre Avenue Cupertino, CA 95014 Aarti Shrivastava, Director Approved by City Council April_, 2010 Resolution 10- For information regarding this document, please contact: Vera Gil, Senior Planner Phone: (408) 777 -3251 E -mail: veraq- 0 cupertino.org 27 -6 EXECUTIVE SUMMARY The Action Plan is an annual plan, which the: City of Cupertino, as lead agency, oversees pursuant to the goals outlined in the Consolidated Plan. The Action Plan details the activities Cupertino will undertake to address the housing; and community development needs and local objectives using funds received during that program year from the Community Development Block Grant (CDBG) plus anticipated Program Income. The Action Plan consists of HUD - developed forms plus 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 administrative costs will not exceed 20% of the annual allocation. Evaluation of Past Performance Over the course of fiscal year 2010/2011 the City of Cupertino anticipates providing financial assistance to 4 affordable housing units through the use of CDBG funds. The funds will be used to assist in the construction of four units by Habitat for Humanity of local CHDO. 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 and adult day care to 11 households. Cupertino was successful in addressing a majority of the goals and objectives cited in the fiscal year 2010/11 Annual Action Plan. 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 activities continue to make a. positive impact on identified needs and are providing services that might have gone unmet. As can be expected, community needs continue to exceed the available resources. INTRODUCTION The Annual Action Plan is a one -year plan which describes the eligible programs, projects and activities to be undertaken with funds expected during the program year (Fiscal Year 2010 -2011) and their relationship to the priority housing, homeless and community development needs outlined in the Consolidated Plan. FEDERAL RESOURCES The City of Cupertino's Annual Action Plan for the 2010 -11 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 $418,295 that the City anticipates will be received from the federal Department of Housing and Urban Development (HUD) and $10,300 in program income. Exhibit A describes the agencies proposed to receive funding in the x:010 -11 fiscal year. Also detailed in the exhibit are the goals and proposed funding amount for each of the agencies. 27 -7 Anticipated CDBG program income during the 2010 -11 Program Year is estimated to total $10,300 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 $64,285 to public service activities. Consistent with CDBG regulations, this amount represents no more than 15% of the combined total of the City's projected 2010 -11 Program Year income and the 2010 -11 entitlement. 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 2010 Program Year. Individual activities may use a lower income eligibility criterion. OTHER RESOURCES 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 office 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 affordable 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 during 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 administers the Rotating Shelter Program for homeless individuals and also manages a transitional housing facility. Further, WVCS acts as the administrative agent on behalf of the City in managing and monitoring the BMR program. Housing Trust of Santa Clara County ( HTSCQ — 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 contributed $250,000 to the fund and accessed the fund to assist in the development of Vista 27 -8 Village, a 24 -unit affordable apartment complex constructed by BRIDGE Housing and Cupertino Community Services. Subsequently, the City conixibuted $25,000 in 2008 and 2009. "Move In For Less" Program - In cooperation 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 purchaser to take 20 %0 of their annual mortgage interest payment as a tax credit against federal income tees. Santa Clara 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 to 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 Ordinance 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, such as parcels with single - family dwellings. Santa Clara County Affordable Housing Fund A]I In July 2002, the Santa Clara County Board of Supervisors created an Office of Affordable Housing and established a housing trust fund vi 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 can 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 g. Provision of tax- exempt or other fmancial assistance. 27 -9 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 hearing, held by the Cupertino Housing Commission on March 11, 2010 to make funding recommendations 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 fiends for addressing community needs. The City Council held two advertised public hearing on April 6, 2010 and April 20, 2010, to determine the allocation of CDBG funds for the 2010 Program Year. The Annual Plan 30 day public review period occurred March 19, 2010 through April 19, 2010. The City did not receive any public comments. CONSULTATION WITH OTHER 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, performance levels and costs for contracted public services, proposed annual funding plans, HUD 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 2010 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. The City is currently in the process of adopting a new Consolidated Plan with updated tables and information. The new Consolidated Plan will be submitted to HUD by May 30, 2010. GEOGRAPHIC DISTRIBUTION A map outlining geographic areas considered to be of low and moderate - income concentration is included as part to this submittal. In the map, three Census tracts indicate a higher percentage of low /mod 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. 27 -10 ANTI- 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 funding 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 impairment, the mentally ill, victims of domestic violence, and households with abused children among others. Coordinate with public agencies providing jot) training, life skills training, lead poisoning prevention and remediation and other education programs that listed in the City's Consolidated Plan strategies. HOMELESS AND SPECIAL NEEDS In previous years, the City of Cupertino 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 transition,-d housing to victims of domestic violence, for the purchase of a four -plex in Cupertino. In addition to these capital project subsidies, the I -ity will fund public service activities related to homelessness. During the 2010 program year, the city will provide $19,014 to the Rotating Shelter Program to provide emergency shelter to Cupertino homeless men. 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 2009 which reported 18 unsheltered homeless. This is an update of the surveys that took place in 2005, and 2007. In addressing senior services, the City will continue advocacy for the increased dissemination of accurate information and counseling for seniors and other persons regarding 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 property owner will be informed of the dangers, symptoms, testing, treatment and prevention of lead -based paint poisoning. Lead -based paint hazard stabilization or abatement will be provided in each and every rehabilitation project. 27 -11 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 administering 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 2010 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 organizations 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 allow for the construction of higher occupancy housing complexes on a case -by -case basis when possible, for all economic segments of the community. 27 -12 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. A:3 standard practice, notification 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 hazards. The funds 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 opportunity to comment on, any proposed Action Plan amendments. RELATIONSHIP OF THE ANNUAL PLAN TO THE CONSOLIDATED PLAN GOAL A AN ADEQUATE SUPPLY OF RESIDEN TIAL UNITS FOR ALL ECONOMIC SEGMENTS Objective: Suitable Living Environment Outcome: Sustainability Outcome Statement: Provide opportunities for suitable living environments with improved /new sustainability Indicators: 1. New housing emits available to various income groups 2. Overall increase 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 2010 Goal: Create 15 Housing Units GOAL B HOUSING THAT IS AFFORDABLE FOR A DIVERSITY OF CUPERTINO HOUSEHOLDS Objective: Decent Housing Outcome: Affordability Outcome Statement: Provide opportunities for decent housing with improved/new affordability Indicators: 1. Maximize 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 27 -13 Proposed 2010 Activity: Below Market Rate Housing Program 2010 Goal: Screen and Place 15 Households GOAL C ENHANCED RESIDENTIAL NEIGHBORHOODS 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 2010 Activity: Rebuilding Together Silicon Valley 2010 Goal: Assist 3 -5 households GOAL D SERVICES FOR SPECIAL NEEDS HOUSEHOLDS Objective: Suitable Living Environment Outcome: Availability /Accessibility Outcome Statement: Provide a suitable living environment with improved/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 2010 Goals: Rotating Shelter Indicators: Provide shelter to 80 individuals GOAL E EQUAL ACCESS TO HOUSING OPPORTUNITIES Objective: Suitable Living Environment Outcome: Availability /Accessibility Outcome Statement: Provide a suitable living environment with improved/new availability Indicators: 1. Number of outreach activities 2. Number of households with resolved fair housing disputes Proposed 2010 Goals Eden Council for Hope and Opportunity — Fair Housing Services Indicators: Resolve 5 Fair Housing cases. 27 -14 Exhibit B TABLE2A Priority Needs Summary Table 27 -1s Exhibit B TABLE 2B Community Development Needs PUBLIC FACILITY NEEDS (projects) Level Address Priorit Need Annual Goals Sources) Senior Centers L Handicapped Centers L Homeless Facilities M 26 $6,500,000 $29,00 Youth Centers L Child Care Centers M 37 $9,250,000 Health Facilities L Neighborhood Facilities L Parks and /or Recreation Facilities M $1,325,000 $2,177,00 Parking Facilities L Non - Residential Historic Preservation L Other Public Facility Needs L INFRASTRUCTURE (projects Water /Sewer Improvements L Street Improvements M $3,750,000 $750,000 Sidewalks M 30,000 LF $375,000 $500,000 Solid Waste Disposal Improvements L Flood Drain Improvements M $1,275,000 $975,0 Pedestrian/Bicycle Facilities M $7,906,000 $7,906,000 Traffic Facilities M $735,000 $735,000 PUBLIC SERVICE NEEDS (people) Senior Services H 350 $595,000 $21,867 Disabled Services L Youth Services L 32 $40,677 $10,000 Child Care Services M 37 $55,500 Transportation Services M $10,80 Substance Abuse Services L Employment Training H 59 $147,500 $10,00 Health Services L Lead Hazard Screening L Crime Awareness L Domestic Violence Support H 26 $11,700 $4,60 Food, Clothing and Other Basic Needs M 1,910 $47,750 $25,00 ECONOMIC DEVELOPMENT ED Assistance to For- Profits(businesses ) M ED Technical Assistance(businesses) M Micro-Enterprise Assistance(businesses) L Rehab; Publicly- or Privately -Owned Commercial/Industrial ( roiects L C/I* Infrastructure Development (projects) ) L Other C/I* Improvements(projects) L PLANNING Plannin M $750,000 $50,00 TOTAL ESTIMA TED DOLLARS NEEDED: $32,764,127 $13,204,26 See narrative 27 -17 EXHIBIT A SUMMARY OF CDBG AND AFFORDABLE HOUSING FUND APPLICATIONS PUBLIC SERVICE GRANTS: A. Catholic Charities of Santa Clara County Long Term Care Ombudsman Program 2010 -11 Request: $5,000 Annual Goal: Provide advocacy 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 long term care facility residents. Recommendation: $3,187 from Human Service Grants program. The program meets a high priority according to Table 2B of the Cupertino Consolidated Plan. This 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 2010 -11 Request: $2,500 Annual Goal: Provide assistance to 50 Cupertino residents. Services include client case management and data collection. Project Description: Create a web -based system collecting information on homeless services and collecting uniform data countywide on the homeless served by each service provider. Recommendation: $2,000 from 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 Steering Committee feels that this is a worthy cause. 27 -18 EXHIBIT A C. Live Oak Adult Day Services Adult Day Care for Seniors 2010 -11 Request: $15,098 Annual Goal: Provide ""scholarships" to 11 Cupertino low- income seniors enabl=ing 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 Human Service Grants 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. D. Maitri Domestic Abuse Services 2010 -11 Request: $30,000 Annual Goal: Maitri will provide 400 Case Management Services to 14 Cupertino residents staying at Maitri's Cupertino Transitional Housing Project Project Description: Maitri's Transitional Housing provides transitional housing and related supportive services to low income victims of domestic violence who are at high risk of becoming ho=meless and /or suffering further abuse to themselves and their children. The main objectives of Maitri's Transitional Housing program are to foster self sufficiency; :help residents obtain safe, permanent housing; and assist low income domestic violence victims live a healthy, productive life for themselves and their children by breaking the cycle of domestic violence abuse and learning c=ritical life skills. 27-19 EXHIBIT A Recommendation: $3,430 from Human Service Grants Domestic violence services represent a high need in the Cupertino Consolidated Plan. E. Outreach and Escort Special Needs Transportation 2010 -11 Request: $7,115 Annual Goal: Provide 6,215 discounted trips to 140 eligible Cupertino residents. Project Description: Provides frail seniors and disabled adults with door -to- door transportation to medical appointments, shopping, adult daycare, senior nutrition programs, etc. Requested funds will be used to subsidize $1.00 of the $3.50 rider's fare charged to Cupertino residents under the ADA /Paratransit 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 last year. F. Santa Clara Family Health Foundation Healthy Kids Program 2010 -11 Request: $5,160 Annual Goal: Provide health coverage to five Cupertino children per year. Project Description. Healthy Kids enables low- income children in Santa Clara County to receive health services they need for healthy development. Funded entirely through local public and private sources, the program provides comprehensive health coverage for a population generally underserved. Recommendation: $3,987 from Human Service Grants program. The program provides a valuable service to Cupertino low and very -low income children. 27-20 1WX III : G. Senior Adults Legal Assistance Legal Aide to Seniors 2010 -11 Request: $9,717 Annual Goal: Serve 40 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 like to encourage the city to continue funding the agency at the current funding level. H. The Support Network for Battered Women Domestic Violence Services for Cupertino Families 2010 -11 Request: $5,000 Annual Goal: Serve a total of 18 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. United Way Silicon Valley 2 -1 -1 Santa Clara County 2010 -11 Request: $4,000 Annual Goal: Provide all Cupertino residents with access to health and human service referrals at no charge. Project Description: 2 -1 -1 Santa Clara County is a 24/7 non - emergency, confidential, 3 digit phone number, authorized by the California Public Utilities Commission for use within the 27 -21 EXHIBIT A County of Santa Clara. The program provides streamlined access to health and human service information and referrals at no fee to the caller. Recommendation: $2,000 from Human Service Grant funds. This agency was funded last year from the Human Service Grant funds. J. West Valley Community Services Comprehensive Assistance Program 2010 -11 Request: $38,695 Annual Goal: Provide support services to 623 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. Recommendation: $33,655 from the Human Service Grants Program. The agency provides necessary services to Cupertino residents. This activity is a medium priority need in the Cupertino Consolidated Plan. K. West Valley Community Services Rotating Shelter Program 2010 -11 Request: $24,050 Annual Goal: Provide a maximum of 90 days shelter to 60 homeless persons per year in churches located in Cupertino, Saratoga and Sunnyvale. The program also provides counseling and other support services to help stabilize the guest's long term housing situation. Project Description: A total of 11 churches and one synagogue in Cupertino, Sunnyvale, Saratoga and Santa Clara participate 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 the 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. 27-22 EXHIBIT A Recommendation: $20,913 from CDBG 2010 -11 Allocation West Valley Community Services has been very successful in administering this program and it remains one of the most successful rotating shelter programs in the county. WVCS has applied to the cities of San Jose and Sunnyvale and has been successful at receiving County Emergency Shelter Grant funding. Staff recommends the City continue its commitment to the Rotating Shelter Program. CONSTRUCTION/REHABILITATION: L. Habitat for Humanity Cleo Avenue 2010 -11 Reallocation: $225,000 Annual Goal: Construct four new single family homes through sweat equity. Project Description: Construct four new single family homes through sweat equity. Recommendation: $225,000 from 2010 -11 CDBG Allocation. Funding was approved by the City Council in 2007. Since the agency was not ready to begin construction in 2008, the CDBG funds were used for Maitri's transitional housing purchase with the guarantee that the funds would be reallocated in a future year through the General Fund or CDBG. M. Rebuilding Together Silicon Valley Rebuilding Housing Repair and Home Modifications 2010 -11 Request: 1 $40,000 Annual Goal: Repair homes for three Cupertino households. Project Description: Rebuilding Together Silicon Valley will repair and rehabilitate and improve the accessibility and mobility of homes for low and very -low income households. Recommendation: $52,439 from 2,010 -11 CDBG Allocation. We are allocating additional funding to this agency to complete additional minor rehabilitation and energy efficiency upgrades to low and very-low income Cupertino homeowners. Energy efficiency has become a high HUD priority. 27-23 EXHIBIT A ADMINISTRATION/FAIR HOUSING: O. Eden Council for Hope and Opportunity (ECHO) Fair Housing Services 2010 -11 Request: $9,850 Annual Goal: Fair housing education to the housing industry, investigating allegations of discrimination (10 cases a year). Project Description: Provide fair housing assistance to the city of Cupertino, including conducting presentations, counseling housing providers, and investigating allegations of discrimination. Recommendation: $7,836 from 2010 -11 CDBG Administration. The program will provide a valuable service to the City of Cupertino. ECHO has been providing Cupertino's fair housing services for many years. Staff likes 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 meeting for tenants on fair housing. AFFORDABLE HOUSING FUND: P. West Valley Community Services, Cupertino Affordable Housing Placement Program 2010 -11 Request: $96,250 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 monitoring, screening and placement services for ten senior units located at Chateau Cupertino as well as below market rate rental units. They maintain a waiting list for qualified applicants and provide services to those placed in the affordable units. Recommendation: $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 monitors the BMR program annually. An extra $10,000 has been allocated to offset the cost of ordering lot book reports for each ownership BMR unit. 27-24 Summary of Funding Allocations Public Service Agencies Attachment B Catholic Charities - Long Term Care Ombudsman $ 5,000.00 225,000.00 $ 3,187.00 $ 3,187.00 Community Technology Alliance $ 2,500.00 278,591.00 $ 2,000.00 $ 2,000.00 Live Oak Adult Day Services – Senior Adult Day Care $ 15,098.00 $ 14,379.00 $ 14,379.00 Maitri - Domestic Abuse Services $ 30,000.00 $ 3,430.00 $ 3,430.00 Outreach and Escort – Special Needs Transportation $ 7,115.00 $ 7,115.00 $ 7,115.00 Santa Clara Family Health Foundation - Healthy Kids Program $ 5,160.00 $ 3,987.00 $ 3,987.00 Senior Adults Legal Assistance – Legal Assistance $ 9,717.00 $ 9,717.00 $ 9,717.00 Support Network for Battered Women Domestic Violence $ 5,000.00 $ 4,202.00 $ 4,202.00 United Way 2 -1 -1 Santa Clara Co. Information and Referral $ 4,000.00 $ 2,000.00 $ 2,000.00 WVCS – Comprehensive Assistance Program $ 38,695.00 $ 33,655.00 $ 33,655.00 WVCS- Affordable Placement Program $ 96,250.00 $ 75,000.00 $ 75,000.00 WVCS- Rotating Shelter Program $ 24,05 $ 20,913.00 $ 20,913.00 Subtotal __ $ 242,585.00 $ 64,285.00 $ 75,000.00 $ 40,300.00 $ 179,585.00 Construction /Acquisition/Rehab Cleo Habitat for Humanity Reallocation 1 - $ 225,000.00 $ 225,000.00 Rebuilding Together Silicon Valley -Home repairs & Mod. $ 45,000.00 $ 53,591.00 $ 53,591.00 Subtotal $ 45,000.00 $ 278,591.00 $ - $ - $ 278,591.00 Program Administration Administration $ 77,100.00 $ 77,100.00 Eden Council for Hope and Opportunity $ 9,850.00 $ 8,619.00 _$_ 8,619.00 Subtotal _ $ 9,850.00 $ 85,719.00 $ - $ — - $ 85,719.00 Estimated 2010/11 allocation with 7% increase $ 418,295.00 N Estimated 2010/11 program income $ 10,300.00 N $ 428,595.00 Reallocation from BMR funds to CDBG. Project was approved for funding in 2007. CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SEVENTH YEAR FUNDING CYCLE FY 2010/2011 STANDARDIZED APPLICATION FOR FUNDING Due March 1, 2010 1. APPLICANT ORGANIZATION: Agency Name: Catholic Charities of Santa Clara County Street Address: 2625 Zanker Road, Suite 200 City: San Jose State: CA Zip: 95134 Executive Director: Margaret Williams, Chief Administrative and Financial Officer Phone No: 408 - 325 -5110 Fax No: (408) 944 -275 E- Mail: mwilliams @catholiccharitiesscc.org Is this a faith -based organization: Yes 2. PROJECT NAME: Long Term Care Ombudsman Project 2625 Zanker Road, Suite 200 - San Jose, CA 95134 -2107 Address/Location: Contact Person: Marlene Siebert Title: Program Assistant Phone No: (408) 325 -5260 Fax No: (408) 9440776 E -Mail: MARLENES @catholiccharitiesscc.org Brief Project Description: The mission of the Long Term Care Ombudsman Program is to seek resolution of problems and advocate for the rights of residents in long term care facilities with the goal of enhancing the quality of life for residents in these facilities. The LTC Ombudsman Program promotes the interest, well being and rights of long term care facility residents. LTC Ombudsmen protect and help improve the quality of care and life for the frailest of our senior and disabled population Services Provided: Senior services Comments: Clients of the LTC Ombudsman Program are all senior and/or disabled residents in long -term care facilities. Our clients are individuals with physical and /or mental illnesses and chronic conditions that do not allow them to live independently. Assumed low /mod per Government 570.208(2)(A). SSI / Medi -Cal eligibility means test meets CDBG guidelines. According to the California Healthcare Foundation, Medi -Cal pays for 64% percent of nursing home days in CA. 3. FUNDS REQUESTED: $5,000 Funds Allocated from Cupertino for FY 09/10: $3,187 Number of proposed unduplicated Cupertino beneficiaries: 250 Number of proposed unduplicated Cupertino beneficiaries at or 0 -30% (Extremely low): 158 31 -50% (Very low): 13 TOTAL PROJECT COSTS: $298,313 Cost Per Service Unit or Per Client:$20 Funds Received in FY 08/09: $3,187 below current countywide median income: 51 -80% (low): 65 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 Long Term Care Ombudsman Program was developed in response to widely reported concerns that our most 27-26 frail and vulnerable citizens, those living in long term care facilities, were subject to abuse, neglect, and substandard care. The majority of nursing home residents are in long term care facilities because they have physical and /or mental illnesses and chronic conditions. The goal of Ombudsman unannounced regular visits is the improvement of the quality of care and life in the long term care facility. Residents must rely on the staff to help them meet their physical needs. Quality of care needs are services and activities to attain or maintain the highest practicable physical, mental, and psychosocial well -being of each resident. Quality of life requires a facility to care for its residents in such a manner and in an environment that will promote maintenance or enhancement of the life of each resident. An Ombudsman sees that these quality of care and life needs are being met. Long Term Care Ombudsmen are advocates for the more than 400 residents living in Cupertino long term care facilities. Ombudsman work to resolve problems of an individual resident and to bring about changes at the local, state and national level to improve care. Ombudsmen regularly visit long term care facilities, monitor conditions and care, and provide a voice for those unable to speak for themselves. The Program will demonstrate and maintain a regular, ongoing visibility to these residents through the presence of trained and certified Ombudsmen. As independent advocates, certified Ombudsmen will provide community contact through unannounced regular visitation to long term care facilities. Ombudsmen regularly visit every Cupertino long term care facility to be accessible to residents and observe actual or potential problems first hand. Ombudsmen will identify, receive, investigate, and resolve complaints, including violations of personal rights and allegations of elder abuse for primarily elderly and /or disabled residents in Cupertino's licensed long term care facilities. The Program will accomplish our goals by conducting a minimum of 56 unannounced site visits to licensed Cupertino long term care facilities during which we will make contact with a minimum of 250 unduplicated residents. A minimum of 20 complaints will be identified, received, investigated and resolved as a result of the regular presence of a long term care Ombudsman. The Ombudsman Program will partner with residents, their families, long term care facilities, community organizations and other interested parties to improve the lives of long term care residents. 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? Goal: The mission of the Long Term Care Ombudsman Program is to seek resolution of problems and advocate for the rights of residents in long term care facilities with the goal of enhancing the quality of life and care for residents in these facilities. The Ombudsman Program promotes the interest, well being and rights of Cupertino's long term care facility residents. Ombudsmen help residents and their families and friends understand and exercise the rights they are guaranteed by law, both at the federal and state level. Priority Needs: Seniors - The target population of the program is the Frail elderly a group who are generally low- income seniors and /or disabled individuals who are considered a special needs group. When we surveyed facilities during the first quarter of this fiscal year (09 -010) over 67% of the residents in Cupertino licensed long term care facilities were reported to be 80 years old. These individuals often face special challenges due to their physical and /or mental health issues. All our clients are residents in licensed long term care facilities. Certified LTC Ombudsmen provide services with respect for human dignity and the individuality of the resident unrestricted by considerations of age, social or economic status, personal characteristic or lifestyle to residents of licensed long term care facilities. Objective Outcome 1. Ombudsman Presence Ombudsman visitation will promote the interest, well being and rights of Cupertino long term care facility residents. Ombudsmen will regularly visit every long term care facility to be accessible to residents and observe the environment and monitor conditions and work to improve the delivery of long term care services. The Program will demonstrate and maintain an ongoing visibility through trained, certified Ombudsmen. Regular contact through unannounced visitation with unduplicated residents will build trust, visibility and clarity of purpose, malting residents more likely to express concerns that might not otherwise surface. 1.a. Conduct a minimum of 56 unannounced site visits 1.b. Personal contact with a minimum of 250 residents in Cupertino long term care facilities. 2. Complaint Investigation 27-27 The primary purpose of the Long Term Care Ombudsman Program is to receive, identify, investigate and impartially resolve complaints made by, or on behalf of residents of long term care facilities. Anyone may initiate a complaint on behalf of the resident. The Long Term Care Ombudsman Program provides residents with a method by which their complaints can be heard and resolved` Issues regarding residents' rights, unmet needs and complaints are handled and resolved effectively while maintaining resident and complainant confidentiality. 2. Investigate a minimum of 20 complaints. 6. PROJECT MANAGEMENT Briefly describe how the project will be managed and administered, including proposed staff time and staff functions. The Program Director oversees daily operations, including the monitoring of facility coverage and complaint investigation by paid and volunteer certified Ombudsmen. Ombudsmen pursue improvement in the quality of care and quality of life for residents. All our clients are residents in licensed long term care facilities. The Program sees clients at their places of residence, i.e. Cupertino's licensed long term care facilities. To be a resident advocate, Ombudsmen must be present at the facilities and have personal contact with the residents. An ongoing, unannounced presence is essential to the role of the Ombudsman. This presence through regular visitation and outreach enables clients to be aware of our services. We will analyze our records and measure the strength of our presence at facilities and availability to residents and other concerned parties. On a monthly basis Ombudsmen are required to submit a Monthly Activity Summary Report documenting number of facility visits, number of unduplicated resident contacts, and hours. Ombudsmen also submit Case /Complaint Investigation Forms for each complaint opened, investigated, and the disposition/resolution identified. This documentation is reviewed and analyzed in relationship to measurable objectives. The Program Director will review objectives and activity plan on a quarterly basis in order to assign staff and resources to maximize the potential of the Program to individual residents. The Program will also use Case /Compliant information to identify patterns of poor practice over time and provide training to long term care facility staff on resident issues. The Program is monitored by 11 other cities, the Council on Aging (Area Agency on Aging), the Office of the State Long Term Care Ombudsman and Catholic Charities. Catholic Charities established an internal compliance review process that ensures that programs comply with all contract requirements. The internal compliance process established that marry of our programs significantly exceed their goals. The internal compliance review process is one key component of our on -going Quality Assurance process. Our quality assurance evaluation considers how accessible we are to clients, determines how efficiently and efficaciously we serve our clients, and measures client satisfaction. We continue to determine the resident/complainants satisfaction with the finding of our investigation and the resolution by personal interview, phone and mail surveys. These measurement tools will determine how well we are meeting our goals and whether we are effective in our advocacy. Catholic Charities has administered the Long Term Care Ombudsman Program in Santa Clara County since 1981. At the present time the experience of the Ombudsman assigned to this Cupertino activity ranges from 15 years to 3 years. Staff have backgrounds in health care management, long term care, public health, social work and family therapy. Field Ombudsmen receive, identify, investigate, and seek resolution of complaints made by or on behalf of residents in long term care facilities. The positions focus is advocacy for the institutionalized. The Program Assistants primary purpose is to provide comprehensive administrative support services to the Program Director, staff and volunteers, and to conduct detailed telephone intake of complaints and reports of elder /dependent adult abuse. The Volunteer Coordinator recruits, trains, and administers the volunteer component of the Program. 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. Catholic Charities serves and advocates for families and individuals in need, especially those living in poverty. Rooted in gospel values, we work to create a more just and compassionate community in which people of all cultures and beliefs can participate_ Catholic Charities clientele include frail elderly, youth -at -risk, single parent and kinship care families, individuals with disabilities and mental illness, and those newly settled in this county. Catholic Charities has been serving Santa Clara County for more than 50 years. Catholic Charities offers a wide variety of Programs to help families and individuals. The Long Term Care Ombudsman Program, within the Older Adult Services division, serves individuals who due to frailty or chronic illness, 27-28 and the need for twenty four hour care and supervision, are unable to live or be cared for in their own homes and reside in licensed long term care facilities. Federal and State laws mandate that Ombudsmen are available to elderly residents of long -term care facilities in order to ensure care provided meets minimum standards required. The Long Term Care Ombudsman Program at Catholic Charities holds the contract to deliver these services in Santa Clara County. Contract Goals for 08 -09 Fiscal Year and Actual Services Provided A minimum of 200 unduplicated resident contacts - 383 unduplicated resident contacts accomplished A minimum of 36 site visits to Cupertino long term care facilities - 62 _site visits accomplished A minimum of 12 complaint investigations - 14 complaint investigations accomplished Contract Goals for current Fiscal Year 09-10 and Actual E;ervices Provided during first half of year (711 - 12/31/2009) A minimum of 200 unduplicated resident contacts - 293 unduplicated residents contacts accomplished A minimum of 36 site visits to Cupertino long term care facilities - 57 site visits accomplished A minnmum of 12 complaint investigations - 15 complaint investigations accomplished. Catholic Charities of Santa Clara County has administered the LTC Ombudsman Program in Santa Clara County since 1981. At the present time, the experience of the LTC; Ombudsmen assigned to this activity range from 15 to 3 years. The program is established, staffed and ready to provide services on July 1, 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. The Agency annual audit for fiscal year 08/09 was completed on October 8, 2009 by Berger /Lewis Accountancy Corporation, 99 Almaden Blvd., Suite 600, San Jose, CA 95113_ The Agency audit and annual report are posted on the Catholic Charities website at Cat holiccharitiesscc.org ibr public review. A copy of the audit and management letter will be sent as an upload with application. 27-29 9. SOURCES OF FUNDS ANTICIPATED Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) FOR THIS PROJECT: SOURCE ESTIMATED AMOUNT STATUS C ity of Cupertino $5,000 plication Pendi City of Cam bel $5,80CI Application Pendi City of Gilro $5,00110-11 2nd year of 2 year grant City of Los Altos $3,74 10 -11 2nd year of 2 year grant City of Log Gatos $7,37 10 -11 2nd year of 2 year rant City of Milpitas $5,00 Application pendin City of Morgan Hill $5,00 Application pendin City of Mountain View $8,00110-11 2nd year of 2 year 2rant City of Palo Alto $5,00110-11 2nd year of 2 year grant City of San Jose $41,001 Application pendi City of Santa Clara $8,401 2nd year renewal of current grant City of Saratoga $5,001 Application Pendi City of Sun vale $12,62 10 -11 2nd year of 2 year grant Older American Act - Federal $99,417 Anticipated Renewal Governors I nitative $61,16E Anticipated Renewal St. Andrews Episcopal Chuch arato a $5,00 Application Pending Catholic Charities Community ontribution $15,79 Anticapted Renewal Estimated Total Project Cost: $298,31 10. PROJECT WORK PLAN.: CHART A Use this table to list activities that benefit a specific and measurable number of clients. Are you reporting number of Persons or Households? Persons Specific Activities Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) Clients For Each Quarter 1st I 2nd I 3rd I 4th ITotal Possible) QuantifVy When Possible 1st I 2nd OMBUDSMAN PRESENCE Personal contact with a minimum of 250 residents in Cupertino long term care facilities 100 5 5d 5 25 Distrubute brochures OMBUDSMAN PRESENCE Conduct 56 site visits to Cupertino long term re facilities 14 1 14 1 1 56 COMPLAINT INVESTIGATION Investigate a minimum of 20 complaints and advocate for impartial resolution. 5 F 5F 2 Total Beneficiaries: 32 CHART B Use this table to list general activities lie, brochures distributed, seminars offered, advertisements run). 27-30 Benchmarks For Each Products or Milestones to be accomplished Quarter Specific Activities (Use Specific Numerical Data When Possible) QuantifVy When Possible 1st I 2nd I 3rd I 4th Total Distrubute brochures Outreach during facility site visits 2 25 25 2 10 27-30 BUDGET For Amount Requested FY 2009/2010 Category Budget For Year SALARIES: P ersonnel $3,76 B enefits $1,26 OFFICE EXPENSE: Rent $ T elephone/Fax $ Printing $ T ravel $ Utilities O ffice Supplies $ Postage $ Equipment Maintenance/Repair PROJECT EXPENSES: ounting Services diting Fees $ Insurance $ avis Bacon Compliance ROJECT CONSTRUCTION: ppraisal n ineering Services A rchitectural/Design A cquisition ADDITIONAL EXPENSES (Qty) 0 TOTAL: $5 00 Files to be Uploaded 2 Click here if you will upload your Annual Audit or 990. 0 Click here if you will upload your Insurance Endorsement. o Other document to upload: Management Letter o Other document to upload: o Other document to upload: Currently Attached Files If these documents are not uploaded, then they must be mailed to the Vera Gil City of Cupertino Program Manager Signature Date Signed City Approval Signature Date Signed Wanda Hale 02/23/2010 Vera Gil 03/16/2010 27 -31 CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SEVENTH YEAR FUNDING CYCLE FY 2010/2011 STANDARDIZED APPLICATION FOR FUNDING Due March 1, 2010 1. APPLICANT ORGANIZATION: Agency Name: Community Technology Alliance Street Address: 115 East Gish Road #222 City: San Jose State: CA Zip: 95112 Executive Director: Jennifer Hoey Phone No: 408 437 -8800 Fax No: 408 437 -9169 E -Mail: jen @CTAgroup.org Is this a faith -based organization: 2. PROJECT NAME: HMIS Project 115 East Gish Road #222 - San Jose CA 95112 Address /Location: Contact Person: Jeri Hoey Title: Phone No: (408) 437 -8800 Fax No: 408 437 -9169 E -Mail: jen@ctagroup.org Brief Project Description: Countywide, collaborative homeless client case management and data collection tool shared by all homeless service, shelter and permanent supportive housing providers -- including those located in Cupertino and programs available to unhoused clients with a last permanent address in Cupertino -- that enables holistic service delivery and collects uniform data. Without a vibrant HMIS, our community risks losing ten million dollars in federal funds for permanent housing, homeless prevention and rapid rehousing. Services Provided: Housing services that are directed toward providing renter and /or owner occupied housing units for clients Housing counseling Employment training Comments: Goal D, Policy 3 -11 Cupertinos Annual Action Plan states 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. 3. FUNDS REQUESTED: $2,500 Funds Allocated from Cupertino for FY 09/10: $2,000 Number of proposed unduplicated Cupertino beneficiaries: 75 Number of proposed unduplicated Cupertino beneficiaries at c 0 -30% (Extremely low): 75 31 -50% (Very low): TOTAL PROJECT COSTS: $527,995 Cost Per Service Unit or Per Client:$33 Funds Received in FY 08/09: $2,000 r below current countywide median income: 51 -80% (low): 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.). 27 -32 The CDBG - eligible, web -based HMIS SCC increases the effectiveness and efficiency of over 200 programs in Cupertino and Santa Clara County with a shared goal of ending, preventing and shortening episodes of homelessness. HMIS SCC serves as our Continuum of Cares primary client data collection and management tool so that unhoused and at risk clients receive more holistic, m)rdinated service. HMIS SCC provides policy makers with an accurate count and picture of those receiving services, helps determine which services and combination of services work best. Each funded year, HMIS SCC will benefit a minimum of 75 unhoused unduplicated individuals who last permanently resided in Cupertino. Of the 22,337 unhoused adults who received a service or entered a program of an HMIS SCC partnering agency in fiscal year 2008/2009 who reported a last permanent residence in Santa Clara County, 93 unduplicated individuals -- 0.4% -- were from Cupertino. Eight of these were females heads of household and 29 had special needs, including chronic homelessness, mental illness and substance abuse. All unhoused clients are presumed beneficial by HUD for CDBG funded programs. Community Technology Alliance was chosen by our Countys Continuum of Care to operate the HUD mandated program. In addition to providing, maintaining and enhancing the necessary technology, Community Technology Alliance provides ongoing support and training to staff at .!00 partnering programs that actively participate in HMIS. Plans for the funded year include working with these partners. (including West Valley Community Services) to ensure the depth, breath and quality of data, fostering more holistic solutions to homelessness through interagency response and outreach to mainstream service and benefits providers to ensure streamlined access and discourage discharging from County institutions (including foster care, hospitals and jails) into homelessness. As part of the President's Recovery Act, Homeless Prevention and Rapid Rehousing Program (HPRP) funds-became available earlier this year to provide direct benefit to those made homeless or at imminent risk of homelessness as a direct result of the current economic crisis. Receipt of HPRP funds is requisite on the funded community's ability to collect data on clients in HMIS. Because of our readiness in Santa Clara County, Cupertino residents are now receiving rental assistance and deep case management through West Valley Community Service's participation in HPRP. Funds from the City of Cupertino will be used towards required training supplies for staff at participating programs available to unhoused Cupertino individuals and families. 5. PROJECT PURPOSE AND OBJECTIVES: Specify objectives project intends to accomplish and identify desired outcomes and benefits. Flow does the purpose and objectives meet the priority needs? Goal D Policy 3 -11 of the City of Cupertinos Consolidated Plan prioritizes supporting organizations that provide services to special need households, including the unhoused. The Plan further states: Because homelessness is difficult to quantify, as homeless individuals move from place to place, a regional Continuum of Care Plan was established to coordinate services, maximize funding, and marshal the collective will of many jurisdictions towards addressing the needs. Cupertino has participated in the Continuum of Care and will remain an active partner in this endeavor. HMIS SCC quantifies the homeless by providing an unduplicated count of those receiving services; it coordinates services by encouraging and easing interagency referrals; HMIS SCC maximizes funding by ensuring our community is eligible for over eleven million dollars in McKinney Vento and HPRP funds 2009/2010 and marshals the collective will of the jurisdictions by providing data that can better inform policy makers. 6. PROJECT MANAGEMENT Briefly describe how the project will be managed and administered, including proposed staff time and staff functions. While no staff positions are funded by this grant, the Executive Director oversees all aspects of the project, ensures compliance with state, local and federal requirements, chairs the Technology Committee of the County Collaborative, and serves on the Collaborative's Executive Committee. The System Administrator interfaces with the software developer, monitors and maintains the central server, issues data quality exception reports to partnering programs, manages user licenses and ensures the integrity of the HNII System. The Data Manager designs and provides reports to policy makers and funders on the aggregate demography of our countys unhoused residents, oversees 27-33 data monitoring and validity, manages and ensures the security of the system, customizes the application for project partners and assists with their specific data collection and reporting needs. The Training Coordinator develops and conducts all training of project partners to ensure full and appropriate use of the system and the importance of client confidentiality and staffs the HMIS User Group to investigate and share best practices. While outside the purview of this proposal, three staff members divide their focus between HPRP training and reporting and other agency projects. All agency staff responds to partnering agencies and policy makers ad hoc requests for assistance. 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. For nearly two decades, Community Technology Alliance has provided the technical infrastructure to ensure that homeless and at risk individuals and families throughout Santa Clara County gain access to services from the myriad of public and nonprofit agencies that work towards preventing, ending and shortening their episodes of homelessness. The agency was founded in 1991 following the recommendation of the 1989 Santa Clara County Task Force on Homelessness that an end to homelessness requires a consolidated response. While our programs have evolved to incorporate the technical developments in the valley, our vision has remained constant. We encourage and foster collaboration among hundreds of partnering programs by providing state -of- the -art technical tools and the required support so that our partners can concentrate on delivering services and solutions without duplication of expertise, expense or effort. In addition to HMIS SCC current programs include the Regional Homeless Information Network (RHINO), an eleven county collaboration for regional data on homelessness, the web -based information and referral tool at www.HelpSCC.org, the searchable website of our countys subsidized housing at www.HousingSCC.org, Community Voice Mail to connect homeless and at risk citizens to opportunities for housing and employment, the Shelter Bed Hotline and several tools designed and maintained for the Collaborative. HMIS SCC is funded primarily by the US Department of Housing and Urban Development. HUD requires a twenty percent local investment. In addition to funding from the City of Cupertino, the County of Santa Clara and the Cities of San Jose, Palo Alto, Gilroy, Mountain View and the Urban County contribute to this match. We have met or exceeded all program goals and have been repeatedly recognized by HUD as an expert in HMIS technical assistance, project management and training. Our goal for the currently funded year to use HMIS SCC to provide holistic case management to 75 individuals who last permanently resided in Cupertino. HMIS SCC data shows that 93 homeless former Cupertino residents received a service or entered a program during the last fiscal year. 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 fiscal year 2008/2009 audit, prepared by Ireland San Filippo, LLP and dated October 2, 2009, was submitted to the City of Cupertino in late 2009. The firm's only significant deficiency noted in the management letter was concern that our agency had no formal pre -audit close /review process. As stated in our management response, we agreed to comply with this recommendation, and have subsequently prepared to fully comply at the close of the current fiscal. year. 27 -34 9. SOURCES OF FUNDS ANTICIPATED Products or Milestonos to be accomplished FOR.THIS PROJECT: SOURCE ESTIMATED AMOUNT . STATUS City of Cupertino $2,560 lication Pendi HUD $289 Secured County of Santa Clara CDBG $6,46M Submitted (spring 2010 Mtn. View CDBG $5,59N Secured ear 2 Gilroy CDBG $7,50 Submitted (spring 2010 Palo Alto HSRAP $3,OOC Secured ear 2 County of Santa Clara HPRP $12,287 Secu. ^ed ear 2 State of CA HPRP (Sacred Heart ) $50,00 Secured (year 2) City of San Jose HPRP $101,39 Secured ear 2 City of San Jose HTF $50,00 lication Pendi Estimated Total Project Cost: $527,99 7 10. PROJECT WORK PLAN: CHART A Use this table to list activities that benefit a specific and measurable number of clients. Are you reporting number of Persons or Households? Persons CHART B Use this table to list general activities ft, brochures distributed, seminars offered, advertisements run). Products or Milestonos to be accomplished Clients For Each Quarter Specific Activities (Use Specific Numerical Data When 1st 2nd (Use Specific Numerical Data When 46 Total Possible) Possible Provide the technology, training Data on 75 unduplicated unhoused participants L 30 1 2d IT77 7 nd support to some 200 whose last permanent address was in partnering programs available to Cupertino entered into i MIS SCC 201 Cupertino residents that use 1 1 20 HMIS SCC to provide more holistic case management end, shorten and prevent episodes of hom elessness. Total Beneficiaries: 7 CHART B Use this table to list general activities ft, brochures distributed, seminars offered, advertisements run). 27-35 Benchmarks For Each Products or Milestones to be accomplished Quarter Speck Activities (Use Specific Numerical Data When Possible) Quantify When Possible 1st I 2nd I 3rd I 4th ITotal Provide partnering programs with Some 200 programs continually support 201 1 1 1 20 ongoing virtual and on site training a nd support 27-35 BUDGET For Amount Requested FY 2009/2010 Category Budget For Year SALARIES: Personnel Benefits OFFICE EXPENSE: Rent T elephone/Fax Printin T ravel U tilities ffice Supplies ostage quipment Maintenance /Repair ROJECT EXPENSES: Acc ounting Services A uditing Fees Insurance Davis Bacon Compliance P ROJECT CONSTRUCTION: Ap praisal E ngineering Services Ar chitectural/Design Acquisition DDITIONAL EXPENSES (Qty) 1 User Licenses $2,50 TOTAL: $2,50 Files to be Uploaded Currently Attached Files o Click here if you will upload your Annual Community Tech Alliance 6 30 09 FS.pdf Audit or 990. Community Tech Alliance 6 30 09 MCL.pdf o Click here if you will upload your Insurance Endorsement. El Other document to upload: El Other document to upload: 0 Other document to upload: cupertino insurance. pdf If these documents are not uploaded, then they must be mailed to the Vera Gil City of Cupertino Program Manager Signature Date Signed City Approval Signature Date Signed Betsy Arroyo 02/28/2010 Vera Gil 03/16/2010 27 -36 CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SEVENTH YEAR FUNDING CYCLE FY 2010/2011 STANDARDIZED APPLICATION FOR FUNDING Due March 1, 2010 1. APPLICANT ORGANIZATION: Agency Name: Eden Council for Hope and Opportunily Street Address: 770 A Street City: Hayward State: CA Zip: 94541 Executive Director: Marjorie A. Rocha Phone No: 510 -581 -9380 Fax No: 510 -537 -4793 E -Mail: margie @echofairhousing.org Is this a faith -based organization: No 2. PROJECT NAME: Fair Housing Services Project 457 Kingsley Avenue, Palo Alto, CA 94301 Address/ Location: Contact Person: Latricia Airo Title: Outmach/Compliance Coordinator Phone No: 510 -581 -9380 Fax No: 510 -1 1 537 -4793 E -Mail: latricia@echofairhousing.org Brief Project Description: This project will address the problem of illegal discrimination in housing. Under federal and state laws, it is illegal to deny housing to a person based on race, color, creed, gender, sexual orientation, national origin, age, marital status, familial status, disability, or any other arbitrary reason. As a result of ECHO's educational and outreach efforts, residents and housing providers will become more informed of their rights, responsibilities, and legal protections from discrimination. Services Provided: Housing discrimination Comments: e. Housing Discrimination: Projects aimed at addressing the need to eliminate housing discrimination in Cupertino (does not include tenant /landlord services which is considered a public service) are eligible. Eligible activities in this category include: 1)Fair housing investigation 2)Enforcement of fair housing laws by conciliation, mediation or prosecution 3)Outreach and education for all population groups 3. FUNDS REQUESTED: $9,745 Funds Allocated from Cupertino for FY 09/10: $8,618 Number of proposed unduplicated Cupertino beneficiaries: 15 Number of proposed unduplicated Cupertino beneficiaries at,c 0 -30% (E)tremely low): 2 31 -50% (Very low): 4 TOTAL PROJECT COSTS: $129,210 Cost Per Service Unit or Per Client:$649 Funds Received in FY 08/09: $8,619 , r below current countywide median income: 51 -80% (low): 4 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. 5C lower income families, 25 homeless persons, 100 lower 27-37 income households, etc.). This project will address the problem of illegal housing discrimination throughout the City of Cupertino. Under federal and state laws it is illegal to deny housing to a person based on race, color, creed, gender, sexual orientation, national origin, age, marital status, presence of minor children, disability, or any other arbitrary reason. Therefore our target population is anyone, who has been discriminated against regardless of income and it is a citywide program. We will provide the following services: (1) Open 10 cases of suspected illegal housing discrimination; (2) Conduct a systemic fair housing audit of 5 properties to determine levels of illegal discrimination and offer training where discrimination is suspected; (3) Broadcast 80 public service announcements over local radio and television; (4) Distribute 1,000 brochures at public locations, such as libraries, community centers, government offices, etc; (5) Conduct 4 fair housing presentations or trainings; (6) Mass mailing to the Tri- County Apartment Association (TCAA) membership; (7) Conduct 2 tester trainings; (8) Attendance at 4 fair housing collaborative meetings; (9) Respond to 15 inquiries for information and referrals, or as needed; (10) Conduct a Fair Housing Month activity. 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? State and federal fair housing laws assure that everyone has the right to be treated in terms of his or her individual merits and qualifications in seeking housing. Further, the City of Cupertino Housing Element dictates, that a fundamental right is the ability for all persons to have equal access to housing, regardless of factors such as religion, ethnicity, age or sexual orientation. It is important that the City continue to ensure equal access to housing and to support groups and organizations that provide fair housing counseling /information services. Unfortunately, discrimination in housing still occurs, disrupting the lives of victims and damaging the quality of life in our community. The need for fair housing services is illustrated by the fact that in the City of Cupertino service area, ECHO has consistently provided information, investigation, counseling, legal referral, and follow -up services to residents. In order to meet the priority needs, the objectives of the FY 2010 -2011 program are (1) to assist households who feel that housing discrimination has interfered with the achievement of their housing goals; (2) to educate households regarding fair housing laws and resources for resolving discrimination and landlord and tenant issues; (3) to educate housing providers and their agents regarding fair housing law and methods of compliance; (4) to investigate allegations of discrimination and enforce fair housing laws; (5) work with other community stakeholders to provide fair housing presentations and services; (6) to approach fair housing discrimination in a proactive manner by conducting fair housing audits; (7) to attend collaborative meetings for exchange of information and to further staff education as pertains to fair housing. 6. PROJECT MANAGEMENT Briefly describe how the project will be managed and administered, including proposed staff time and staff functions. ECHO's management structure remains basically the same as during our previous years of work for the City. The Executive Director (.01 FTE) provides administrative oversight, and the Direct Services Specialist (.01 FTE) provides staff support. The Outreach/Compliance Coordinator (.01 FTE) monitors progress toward achieving program objectives through oversight of monthly progress reports. Direct responsibility for project work rests with the Fair Housing Specialist (05 FTE). Her responsibility includes telephone counseling, conciliation between complainants and owners or managers, testing of alleged discriminatory practices, community education, and referral to attorneys or other enforcement agencies. She is responsible for data collection and reporting. ECHO has a full- charge bookkeeper .01 FTE) that handles all aspects of bookkeeping 27-38 including general ledger, accounts payablelreceivable, and payroll; and a receptionist (.01 FTE) that makes appropriate referrals to the Fair Housing Specialist. ECHO's operational management includes the following cost- cutting measures: (1) shared use of copy machine; (3) shared use of meeting rooms and facilities; (4) conducting careful cost comparisons when shopping for services and supplies. 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. ECHO Housing, as parent organization of MCFH, satisfies HUDs definition of Fair Housing Organization (FHO) and Qualified Fair Housing Organization (QFHO). Additional services ECHO offers are tenant /landlord counseling & dispute resolution, rental assistance, revolving loan fund, the homelessness prevention program, reverse mortgage counseling & education, mortgage delinquency & default counseling, homeownership counseling & classes, homeseeking, and shared housing placement. MCFH has .42 years experience in testing of discrimination allegations and enforcement of meritorious claims. It is one of the oldest fair housing organizations in the nation having pioneered many of the investigative techniques, which are now standard procedures across the country. The following are accomplishments for fiscal year 2008 -2009: Service: Owner /Manager Training: Goal - 1; Achieved - 1; 100% Fair Housing Presentations: Goal - 3; Achieved - 5; 167% Brochure distribution: Goal - 1,000; Achieved - 1,150; 115% Mass mailing to TCAA members *: Goal - 1; Achieved - 1; 100% Fair Housing Month activity: Goal - 1; Achieved - 1; 100% Broadcast PSA's: Goal - 80; Achieved - 126; 158% Provide information & referral: Goal - 15; Achieved - 37; 247% Provide investigation & enforcement: Goal - 10; Achieved •- 14; 140% Conduct fair housing audit: Goal - 5; Achieved - 5; 100% Recruit & train testers: Goal - 2; Achieved -- 4; 200% Attorney's Workshop: Goal - 1; Achieved - 1; 100% Attend fair housing coalition meetings: Goal - 4; Achieved - 4; 100% *ECHO Housing placed a fair housing ad in the TCAA newsletter, which has a circulation of approximately 3,000 property owners. 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. The most recent financial audit was issued in September 2009 by the firm of Robert L. Hicks, CPA. No management letters were issued as a result of the audit and no problems were found concerning the use of CDBG funds. See financial audit attached to this proposal. 27 -39 9. SOURCES OF FUNDS ANTICIPATED Products or Milestones to be accomplished {Use Specific Numerical Data When Possible} FOR THIS PROJECT: SOURCE ESTIMATED AMOUNT STATUS City of Cupertino $9,74 51plication Pendi Alameda County $38 Committed City of Alameda $16,841 Application Perlin - May 2010 City of Hayward $26,001 Application Pending - May 2010 City of Menlo Park $7,251 Committed City of San Leandro $15,591 Application Pending - May 2010 City of Union City $5,4A Committed Santa Clara County $5,251 Application Pending - May 2010 Discretionary Fundi $4 Committed Estimated Total Project Cost: $129 On -going attendance at fair housing collaborative 10. PROJECT WORK PLAN: CHART A Use this table to list activities that benefit a specific and measurable number of clients. Are you reporting number of Persons or Households? Households Specific Activities Products or Milestones to be accomplished {Use Specific Numerical Data When Possible} Clients For Each Quarter 9st 2nd I 3rd I 4th ITotal 20 radio /TV stations quarterly 2 2d 21 2 8 Investigate cases of suspected d iscrimination 10 cases 2 10 25 Conduct targated fair housing a udit 5 properties 0 4 trainings 1 Total Beneficiaries: 1 1 CHART B Use this table to list general activities re, brochures distributed, seminars offered, advertisements run). Specific Activities Products or Milestones to be accomplished (Use Specific Numerical Data When Passible} Benchmarks For Each Quarter Quantify When Possible 1st 2nd I 3rd 4th Total Public Service Announcements 20 radio /TV stations quarterly 2 2d 21 2 8 Distribute outreach materials 1,000 pieces 25 25 25 25C 1,000 Conduct fair housing p resentations 4 trainings 1 1 1 1 4 Mass mailing to TCAA membershi One mailing d 1 1 Recruit, train, and maintain tester p ool 2 trainings 1 1 On -going attendance at fair housing collaborative 4 meetings 1F 11 1 4 Provide information & referrals I 15 inquiries, or as needed 4 31 4 1 1 Fair Housing Month activity One activity d d d 1 1 27-40 BUDGET For Amount Requested FY 200912010 Category Budget For Year SALARIES: Personnel $3,86 Benefits $83 O FFICE EXPENSE: Rent $1,22 T elephone/Fax $771 P rinting $1 T ravel $90 U tilities $ O ffice Supplies $91 Postage $ Equipment Maintenance /Repair $14 PROJECT EXPENSES: Accounting Services $ Biting Fees $ Insurance $S Davis Bacon Compliance $ PROJECT CONSTRUCTION: Ap praisal $ E ngineering Services $ Architectural/Design $ Acq uisition $ ADDITIONAL EXPENSES (Qty) 6 Advertising $2 DP /Consultant Services $ Training/Education $2 Memberships/Publications $2 FH Audit $55 Tester Pool $1,10 TOTAL: $9,74 Files to be Uploaded Currendy Attached Files o Click here if you will upload your Annual Audit FY2008- 2009.pdf Audit or 990. 0 Click here if you will upload your Liability Ins Cert.pdf Insurance Endorsement. 2 Other document to upload: Workers` Workers Comp Ins Cert.pdf Comp Insurance 0 Other document to upload: Outreach FH flyer- mcfh.pdf material FH_flver- mcfh- spanish. pdf fh race liver -cup. pdf fh source of income flyer cup.pdf 21 Other document to upload: Manager FH Manager Trainingppt Training Materials If these documents are not uploaded, then they must be mailed to the Vera Gil City of Cupertino 27 -41 Program Manager Signature Date Signed City Approval Signature Date Signed Marjorie A. Rocha 03/01/2010 Vera Gil 03/16/2010 27-42 CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SEVENTH YEAR FUNDING CYCLE FY 201012011 STANDARDIZED APPLICATION FOR FUNDING Due March 1, 2010 1. APPLICANT ORGANIZATION: Agency Name: Live Oak Adult Day Services Street Address: 1147 Minnesota Avenue City: San Jose State: CA Zip: 95125 Executive Director: Colleen Hudgen Phone No: 408 - 971 -9363 Fax No: 408- 971 -9079 E -Mail: liveoak @attglobal.net Is this a faith -based organization: No y 2. PROJECT NAME: Senior Adult Day Care Project 20920 Mc Clelllan Rd. - Cupertiro, Ca 95014 Address /Location: Contact Person: Colleen Hudgen Title: Executive Director Phone No: (408) 971 -9363 Fax No: 408 -971 -9079 E -Mail: liveoak @attglobal.net Brief Project Description: Specialized adult day care program for eleven frail elderly and dependent, at -risk, low- income seniors, providing social opportunities, mentally stimulating recreation, physical exercise and health- orienting activities, peer companionship and nutritious meals. Respite and caregiver support services for client families including counseling, informal case management, in -home assessments, information and assistance, referrals, and Caregiver Support Workshops. Services Provided: Senior services Comments: The mission of LIVE OAK ADULT DAY SERVICES is to serve the frail and dependent senior population of Santa Clara County with a specialized program of care and recreational activities in a protected environment, that will enhance the quality of their lives and effectively prevent, or delay, their institutionalization. Our companion goal is to provide respite and support to the caregivers of our participants. 3. FUNDS REQUESTED: $15,098 Funds Allocated from Cupertino for FY 09/10: $14,379 Number of proposed unduplicated Cupertino beneficiaries: 11 Number of proposed unduplicated Cupertino beneficiaries at c 0 -30% (Extremely low): 2 31 -50% (Very low;: 2 TOTAL PROJECT COSTS: $208,257 Cost Per Service Unit or Per Client:$1372 Funds Received in FY 08/09: $14,379 )r below current countywide median income: 51 -80% (low): 7 4. PROJE 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 speck 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.). 27-43 During FY 2010 -11, the Cupertino center of LIVE OAK ADULT DAY SERVICES, located at 20920 McClellan Road, will serve eleven (11) frail, at -risk, dependent, low- income Cupertino seniors with a specialized program of recreational adult day care geared to promote opportunities for socialization, peer companionship and nutrition. The same number of client family caregivers will receive important respite and support services. Adult day care services will target chronically disabled Cupertino seniors at risk of social isolation and premature institutionalization. Typical conditions of senior clients include dementia, onset of Alzheimers, Parkinson Disease, stroke recovery, cardiovascular disease and severe depression. The majority of program enrollees reside in the cities of Cupertino and Sunnyvale. The day care program is structured to maximize the social and recreational experience of all participants while enhancing overall health through personal attention, individual assistance with special needs, mental stimulation, adaptive physical exercise, companionship and nutritious meals. Activities include arts and crafts, musical entertainment, games, pet therapy, reminiscing, current events, seated exercise, birthday parties, etc. Sliding -scale fees (0 -$62 per day) make the program accessible and affordable for indigent and low- and fixed - income seniors. Families are encouraged to contribute what they can toward the cost of care for their senior. No one is refused enrollment because of inability to pay. In addition to the Iife- enhancing benefits for senior participants, the adult day care program is a critical source of much - needed respite for caregivers and greatly diminishes the stress associated with providing 24 -hour care to dependent elders. Counseling, in -home assessments, information and referrals to senior services - related resources, and Caregiver Support Workshops enhance the ability of families to care for and maintain their dependent senior loved one in the home setting without resorting to institutionalization. A grant in the amount of $15,098 will be allocated to the Program Directors salary and general operating expenses, needed to maintain full enrollment, optimal quality services, and adequate staff -to- client ratio at the Cupertino site. 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? LIVE OAK will (1) provide 100% of senior clients with recreation, professional care and assistance, social opportunities, nutritious meals and peer companionship which will reduce isolation and depression, restore self - esteem and a sense of active community involvement, and generally improve their overall quality of life; and (2) provide 100% of our clients caregivers with respite and support services to assist them in maintaining their dependent senior loved ones living at home. Long -term outcomes will be (1) to reduce and /or avoid premature, long -term institutionalization and/or repeated hospitalization of disabled, frail elderly persons; and (2) to empower family caregivers in caring for their dependent senior loved ones in the community setting. Our purpose is to prevent the institutionalization of frail elders by providing a positive, affordable and life- sustaining alternative to nursing homes for families confronted with the burden of caring for a dependent senior loved one. The socialization, nutrition and companionship experiences available to senior participants will enhance their mental and emotional health, overall attitude and quality of life, and offer a viable option to cost - prohibitive nursing homes.. Caregiver respite and support services will afford family members much - needed time away to pursue personal and professional responsibilities, and reduction in stress from their caregiving duties, enhancing their ability to maintain their dependent senior loved one in the home environment. The services provided by LIVE OAK directly address the identif ied priority needs of two at -risk, under- served population: (1) frail, dependent, low- income seniors in need of affordable and accessible recreation, social and nutrition programs; and (2) informal family caregivers, in need of respite from the stress of their caregiving duties, and assistance in avoiding unnecessary , institutional placement of their senior loved ones. 6. PROJECT MANAGEMENT Briefly describe how the project will be managed and administered, including proposed staff time and staff function. The LIVE OAK model of service is in complete compliance with the National Council of Adult Day Care and the State of California licensing criteria for providing adult day care, Santa Clara County Health Department, SCC Senior Nutrition, individual district fire marshals, the State of California Adult Day Care Food Program, and all licensing agencies of Santa Clara County and the cities it serves. The adult day care program utilizes Best Practices standards and guidelines as approved by the National Council on Aging and National Adult Day Services Association. The Cupertino adult day care center employs a Program Director, Assistant Program Director and Program Specialists who provide direct client care, including personalized assistance for those with special needs, prepare and serve meals and snacks, and schedule a daily program of interesting activities for the seniors. Each devotes 100% work time to the program. (Please see attached Staff Duties and Responsibilities for reference, p. 3a).) 27-44 Program staff are assisted by devoted community volunteers, Senior Companions and student interns in gerontology, nursing and social services who provide companionship for the seniors, help with housekeeping duties, and share talents and innovative ideas for games and actiiAties. Local corporations and businesses (Starbucks, IBM, Hewlett- Packard, Los Gatos Brewing Co., etc.) contribute employee time to provide ice cream socials, dancing and sing -a -longs for the seniors at various times throughout the year. The agency also contracts with college instructors, musicians, entertainers, and arts and crafts teachers to promote mental stimulation and creativity with news and current events discussions, travelogues, crafts projects, ei:c. 7. AGENCY DESCRIPTION AND PREVIOUS CDBG. HOME OR ESG ACCOMPLISHMENTS: Please give a brief general description of your agency anc 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. LIVE OAK ADULT DAY SERVICES is a nonprofit 501(c)(3), community- based, social services agency founded in 1983 with nearly 27 years' experience providing social adult day care for frail, dependent seniors and respite for family caregivers. Our mission is to improve the quality of life and prevent institutionalization and /or repeated hospitalization of disabled, low- income seniors who are being cared for in the family home. Begun as a small, part -time program to respond to the growing need for appropriate services for the frail elderly population, LIVE OAK has earned consistent support from government and private community partners, enabling expansion to five: full -time adult day care facilities now serving the entire County of Santa Clara. The Cupertino location is the most recent site acquired four years ago from a merger with CSDS (Cupertino Senior Day Services). LIVE OAK seniors have mobility and functional limitations which make it impossible for them to partake in mainstream community senior programs geared for healthy, able - bodied adults. Yet, they are not at a degree of infirmity requiring skilled nursing care. The LIVE OAK program provides a dignified and affordable mode of care for families confronted with the difficult challenges of caring for a dependent older loved one, and is a life- enhancing, cost - effective alternative to nursing homes. The agency requests and receives CDBG funding from all cities whose residents are served by the program, including the City of Cupertino for the McClellan Road center since it began operating under the LIVE OAK name in July 2003. Fundraising efforts are an ongoing priority and include renewing proposals with known donors, researching and approaching new sources, keeping abreast of developments in the nonprofit arena, participating in community and business fundraising events, and implementing ideas from staff, Board members and associates for special agency fundraisers. 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. The agencys financial records are audited annually. The most recent audit for FY ended June 30, 2009 was completed by Izabal, Bernaciak & Company, Certified Public Accountants. A copy is on file with the City of Cupertino. No findings or concerns were noted. 27-45 9. SOURCES OF FUNDS ANTICIPATED Products or Milestones to be accomplished (Use Specific Numerical Data When Possible FOR THIS. PROJECT: SOURCE ESTIMATED AMOUNT STATUS I pplication City of Cupertino $15,09 Pendi City of Sunnyvale 13,1821 Committed City of Los Altos $2 Committed United Way Silicon Valle $2,62d Application Pendin Foundations $15,001 Projected/Anticipated Program Service Fees $156,131 Projected/Anticipated Meals reimb. -State of Calif. $4,214 Projected/Anticipated Estimated Total Project Cost: $208,25 Two meals (breakfasts and lunches) plus snacks served per day to all participants. 10. PROJECT WORK PLAN: CHART A Use this table to list activities that benefit a specific and measurable number of clients. Are you reporting number of Persons or Households? Persons Specific Activities Products or Milestones to be accomplished (Use Specific Numerical Data When Possible Clients For Each Quarter 1st I 2nd 3rd 4th Total Locate appropriate Cupertino seniors and enroll 11low- income Complete in -home visits and intake forms. Eleven seniors enrolled and participating in day 5 3 1 11 seniors in adult day care care program. 11 p rogram. Provide training /educational programs for agency staff and Staff and volunteers convened to participate in educational classes, training, etc Provide social, life- enhancing recreational program for frail Schedule, cinduct daily activities, contract with local entertainers and instructors, meet with 5 3 1 11 seniors in Cupertino and respite caregivers to determine needs for aervice. Set up booth at Health Fairs, schedule speaking engagements at corporate and local businesses, issue press releases for agency events, open houses, etc. or their family caregivers' 8 Provide nutritious meals and Hacks to all senior clients. Two meals (breakfasts and lunches) plus snacks served per day to all participants. 5 1 11 Total Beneficiaries: 33 CHART B Use this table to list general activities (le, brochures distributed, seminars offered, advertisements run). Specific Activities Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) Benchmarks For Each Quarter Quantify When Possible 'Isil 2nd 3rd 4th Total Provide referrals to appropriate social services agencies. Interviews held with client and family members to determine as ecial needs and services. 1 11 Provide training /educational programs for agency staff and Staff and volunteers convened to participate in educational classes, training, etc 11 1 1 1 4 v olunteers. Increase outreach efforts to educate public about adult day are. i f undraising Set up booth at Health Fairs, schedule speaking engagements at corporate and local businesses, issue press releases for agency events, open houses, etc. 2 8 27-46 BUDGET For Amount Requested FY 2009/2010 Category Budget For Year SALARIES: P ersonnel $15,09 Benefits OFFICE EXPENSE: Rent elephone /Fax rinting ravel tilities O ffice Supplies Postage Equipment Maintenance /Repair PROJECT EXPENSES: A ccounting Services A uditing Fees Insurance D avis Bacon Compliance PROJECT CONSTRUCTION: Ap praisal E ngineering Services chkectural /Design A cquisition ADDITIONAL EXPENSES (Qty) 0 TOTAL:1 $15,09 Files to be Uploaded Currently Attached Files o Click here if you will upload your Annual Audit 6- 30- 09_pdf Audit or 990. o Click here if you will upload your Insurance Insurance Endorsement. o Other document to upload: Brochure Brochure. Pd 2 Other document to upload: Newsletter Newsletter 10- 09.pdf D Other document to upload: Letters of Letter of _support.pdf support If these documents are not uploaded, then they must be ,mailed to the Vera Gil City of Cupertino Program Manager Signature Colleen Hudgen Date Signed 02/26/2010 City Approval Signature Date Signed Vera Gil 03/16/2010 27 -47• CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SEVENTH YEAR FUNDING CYCLE FY 2010/2011 STANDARDIZED APPLICATION FOR FUNDING Due March 1, 2010 1. APPLICANT ORGANIZATION: Agency Name: Maitri Street Address: 234 East Gish Road, Suite 200 City: San Jose State: Executive Director: Sarah Khan Phone No: (408) 436 -8393 X Fax No: 11 Is this a faith -based organization: No CA Zip: 95112 (408) 436 -8381 E -Mail: program—director@maitri.org 2. PROJECT NAME MTH- Direct Client Services Project 234 E. Gish Road # 200 - San Jose, CA 95112 Address/Location: Contact Person: Sarah Khan Title: Program Director Phone No: (408) 436 -8393 X Fax No: (408) 436 -8381 E -Mail: 11 program director@maftri.org Brief Project Description: Providing housing services to survivors of domestic violence Services Provided: Housing services that are directed toward providing renter and /or owner occupied housing units for clients Housing counseling Shared housing Domestic violence support • ►�it�l 3. FUNDS REQUESTED: $30,000 Funds Allocated from Cupertino for FY 09110: $100,000 Number of proposed unduplicated Cupertino beneficiaries: 14 Number of proposed unduplicated Cupertino beneficiaries at or 0 -30% (Extremely low): 31 -50% (Very low): 14 TOTAL PROJECT COSTS: $243,313 Cost Per Service Unit or Per Client:$2142 Funds Received in FY 08109: $500,000 below current countywide median income: 51 -80% (low): 4. PROJECT DESCRIPTION AND NUMB 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.). Maitri's Transitional House (TH) has 9 bedrooms, where Maitri Volunteer Mentors, the TH Coordinator, and a half time DV Advocate provide long term, holistic, transitional housing, safety planning, peer counseling, and links to Maitri and other community resources for victims of domestic violence (DV) and their children. In addition to the provision of transitional housing and food, clients receive case management services, counseling, rental assistance, housing establishment and employment search assistance, driving classes, and assistance in setting specific goals 27-48 and a means to achieve them so they can resume productive lives. The TH also provides one - on-one counseling and mentors for children impacted by DV and /or cultural isolation in order to develop their self - esteem and emotional resiliency. Maitri, based in San Jose, California, primarily serves up to 14 victims of DV and their children each year in Santa Clara, San Mateo, and southern Alameda counties, with approximately 80% of the clients coming from Cupertino, San Jose, Santa Clara, San Mateo, and Sunnyvale. As the TH is located in Cupertino, all clients served will reside in Cupertino. Our clients range in age from 20 to 60, though most clients fall in the 20 -35 year range. 95% of them qualify as low or very low income. Maitri serves immigrants, newly arrived residents, and naturalized or native -born U.S. citizens who are experiencing DV, human trafficking, cultural isolation, family conflict, as well as violence in same sex relationships, elderly abuse, child abuse, and more recently sexual trafficking. 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? Maitris TH provides transitional housing and related supportive services to low income DV victims who are at high risk of becoming homeless and /or suffering further abuse to themselves and their children. The main objectives of Maitris TH program are to foster self sufficiency; help residents obtain safe, permanent housing; and assist low income DV victims live a healthy, productive life for themselves and their children by breaking the cycle of DV abuse and learning critical life skills. To do this, Maitri will serve '14 Cupertino residents (by the fact theyll be living at the TH located in Cupertino), with 400 case management sessions and 40 support group sessions. In addition, the TH seeks the following outcome measures: 80% of battered women staying at the TH for at least 3 months will relocate to safe, permanent housing and will complete at least one goal as listed in their case management plan. In the United States, it is estimated that one in four womei experience DV at some point in their lives. According to Census information, Santa Clara County has a population of 1,731,281 residents. One can presume then that there are more than 200,000 County women who have experienced DV at some point in their lives. Obviously, this number is under reported as County statistics show that comparatively there were 5,433 reported incidents of DV in 2006 involving 897 families with children, resulting in 1,776 visible or serious injuries. DV also causes other negative health effects. National statistics show that the long -term effects of DV may include: anxiety, depression, pain, substance abuse, eating disorders, malnutrition, panic attacks, poverty, self -iryury and neglect, strained family relationships, suicide attempts, and an inability to respond to the needs of their children. Studies of battered women indicate that up to 84% suffer from PTSD and other research shows that the 3.3 to 10 million children who witness DV every year can develop PTSD as well as other negative health problems. Also, while there are several Emergency Shelters for victims of DV in Santa Clara County that address these issues, they do not provide the long term, linguistic or cultural assistance that Maitris clients require. In response, Maitris TH meets the needs of low income women and their children who are impacted by DV and human trafficking by providing them with a suitable transitional living environment, food, and vital supportive services which enable this population to develop their self- sufficierx;y and move towards a more sustainable way of life, one which allows them to support themselves and their children, and live free of violence. 27-49 6. PROJECT MANAGEMENT Briefly describe how the project will be managed and administered, including proposed staff time and staff functions. Maitri provides services through very involved board members, and a core of 25 active volunteers whom collectively speak over 15 languages. Transitional House (TH) staff for this project is listed below: Transitional Housing Coordinator (100% FTE): Rama Jalan, provides oversight to all the activities that take place at the TH. She acts as case manager, coordinates all volunteers that help clients at the 6 -bed facility, and is fluent in English, Hindi, Tamil, and Bengali. She has been with Maitri for 2 years. DV Advocate (50% FTE) to be hired: The DV Advocate is trilingual and responsible for providing access to services such as direct case management, peer counseling, emergency shelter, support groups, social services, household establishment, employment assistance, and legal and immigration assistance. Facilities Manager (50 %) to be hired: The Facilities Manager will coordinate any and all repairs and renovations as well as the day to day management and operations of the Transitional House. Maitris volunteers are recruited at public events, through word of mouth, and through Maitris website (www.maitri.org). Volunteers go through a vigorous screening process, then take the state mandated 40 hour DV Advocacy Training through one of Maitris sister agencies, usually Next Door Solutions to Domestic Violence or Support Network for Battered Women. Volunteers then have a 3 -hour Maitri training that focuses on culture and procedures. All new volunteers are paired with a more experienced volunteer until they are ready to work with clients on their own. Maitris Board of Directors, an executive team of leaders in the South Asian community, provide guidance in the overall management of the agency, meeting with agency staff and volunteers formally once a week, some Board members providing further direction and program oversight informally more often. These weekly meetings provide support and structure for agency staff who manages direct services, which include Transitional Housing and other advocacy services that help clients. Current full time agency staff meets continually to discuss programmatic issues and the progress of individual clients as well as to gauge the efficiency of their work. Maitris Board also conducts monthly meetings with volunteers and staff in order to monitor the progress of its programs and adjust its approach when applicable. 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. Maitri was founded in February 1991 to provide the South Asian community with a helpline for linguistically and culturally appropriate information, service referrals, and counseling. Maitri linked victims of DV to organizations that provided legal, medical, financial, psychological, and employment related services. Soon afterwards, Maitri trained a core of volunteers and compiled a resource guide with the help of local womens support services and South Bay legal organizations, such as the Asian Law Alliance, to provide free legal services for women in need. In September 1999, Maitri opened its first Transitional House (TH), a program for victims who are in the process of building a new life. It is the only TH program customized to suit the linguistic and cultural needs of South Asian victims and children in the Bay Area. As such, it has become the go to agency for South Asians experiencing abuse and violence. Maitri received capital campaign funding from the city of Sunnyvale, Mountain View, Santa Clara, Milpitas, and Cupertino to acquire its new TH, which it achieved this past spring and which is a marked improvement to its previous TH. Last fiscal year, Maitri also received funding from the city of Cupertino to do repairs and renovations on the new TH. As Maitri had to wait for the tenants to vacate its new TH, Maitri has only just begun the mandated 27 -50 bidding process and expects to start renovations and repairs in the near future. 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. The last audit that Maitri conducted was for the January 2x08 to July 2009, an 18 month audit. There were no findings or concerns. 27 -51 9. SOURCES OF FUNDS ANTICIPATED Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) FOR THIS PROJECT: SOURCE ESTIMATED AMOUNT STATUS C ity of Cupertino $30,00C Pendin City of San Jose ESG $25 application City of San Jose CDBG $25,OOC application pendin Silicon Valley Community Foundation $10,00 application pending Blue Shield of CA Foundation $5,0001 application pendi TJX Foundation $3,00 application endi Verizon Wireless $5,00 application pendi eBa $5 application pendi Women $10,00 application pendi individuals $25,31 application pendi City of Cupertino $100,001 Committed for repairs renovations Estimated Total Project Cost: $243,31 10. PROJECT WORK PLAN: CHART A Use this table to list activities that benefit a specific and measurable number of clients. Are you reporting number of Persons or Households? Persons Specific Activities Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) Clients For Each Quarter 1st 2nd 3rd 4th Total Possible) Quanti When Possible 1 st Provide case management services Maitri will provide 400 Case Management Services to 14 Cupertino residents staying at M aitri 3 4 3 14 Total Provide Support Group Sessions Maitri will provide 40 Support Group Sessions 0 12 adult Cupertino residents staying at Maitr 3 3 12 Maitri will distributed more than 200 brochures Provide Housing Search A ssistance Maitri will provide 12 adult Cupertino residents I staying at Maitri 3 1 31 A 12 501 200 at community events Hotline Calls Maitri will answer more than 1,000 hotline calls Total Beneficiaries: 3 CHART B Use this table to list general activities ft, brochures distributed, seminars offered, advertisements run). 27 -52 Benchmarks For Each Products or Milestones to be accomplished Quarter Specific Activities (Use Specific Numerical Data When Possible) Quanti When Possible 1 st 2nd 3rd I 4th Total Distribute Brochures Maitri will distributed more than 200 brochures 5CI 5d 5 501 200 at community events Hotline Calls Maitri will answer more than 1,000 hotline calls 251 25 20 2 5d 1,00 27 -52 BUDGET For Amount Requested FY 2009/2010 Category Budget For Year SALARIES: P ersonnel $22,00 Benefits $3 FFICE EXPENSE: Rent $ elephone /Fax $ rintin T ravel $ U tilities $ Office Supplies $ P ostage Equipment Maintenance /Repair $4,70 PROJECT EXPENSES: Acc ounting Services A uditing Fees Insurance D avis Bacon Compliance PROJECT CONSTRUCTION: Services ral /Design rng n NAL EXPENSES (Qty) 0 TOTAL: $30 Files to be Uploaded Currently Attached Files Click here if you will upload your Annual 2008.2009 Maitri Audit. pdf Audit or 990. o Click here if you will upload your 7- Maitri 0 -10 renewal certs.0 Insurance Endorsement. Other document to upload: Other document to upload: F Other document to upload: If these documents are not uploaded, then they must be ,mailed to the Vera Gil City of Cupertino Program Manager Signature Date Signed City Approval Signature Date Signed Sarah Khan 02/28/2010 Vera Gil 03/16/2010 27-53 CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SEVENTH YEAR FUNDING CYCLE FY 2010/2011 STANDARDIZED APPLICATION FOR FUNDING Due March 1, 2010 1. APPLICANT ORGANIZATION: Agency Name: Outreach and Escort Street Address: 926 Rock Ave., Suite 10 City: San Jose State: CA Zip: 95131 Executive Director: Kathryn B. Heatley Phone No: (408) 436 -2865 Fax No: (408) 382 -0470 E -Mail: katieh@outreach2.org Is this a faith -based organization: No 2. PROJECT NAME: Special Needs Transportation Project 926 Rock Ave., Suite 10 - San Jose, CA 95131 Add ress /Location: Contact Person: Paul Tatsuta Title: Manager, MMC Phone No: x2 4) 436 -2865 Fax No: (408) 382 -0470 E -Mail: PaulT @outreach2.org Brief Project Description: The proposed project will provide frail seniors and disabled adults with door -to -door transportation to medical appointments, shopping, adult daycare, senior nutrition programs, school, etc. Funds will subsidize $1.00 of $4.00 riders fare charged to ADA paratransit service riders who are enrolled in OUTREACH's paratransit service program. Funding will subsidize 6,215 one -way paratransit services trips by senior and disabled Cupertino residents. Services Provided: Senior services Comments: 3. FUNDS REQUESTED: $7,115 TOTAL PROJECT COSTS: $183,141 Cost Per Service Unit or Per Client:$50 Funds Allocated from Cupertino for FY 09/10: $7,115 Funds Received in FY 08/09: $7,115 Number of proposed unduplicated Cupertino beneficiaries: 140 Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median income: 0 -30% (Extremely low): 31 -50% (Very low): 51 -80% (low): 140 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.). OUTREACHs Special Needs Transportation program provides door -to -door transportation services for frail seniors and disabled adults who are unable to use fixed - route, public transportation (i.e., bus and light rail systems). ADA paratransit services are part of the County's public transit services administered by the Santa Clara Valley Transportation Authority (VTA). Riders utilizing this service are charged a fare of $4.00 per one -way trip regardless of the distance of the trip. This fare is established by the VTA and is a requirement of the federally mandated 27 -54 ADA/Paratransit Services Program. Funding is sought to subsidize the cost of the rider's fare by $1.00 per trip thereby reducing the Cupertino rider's fare to $3.00 per trip, thereby making the transportation service more affordable for lower income senior and disabled Cupertino residents. Transportation services are available 365 days of the year and riders can travel at any time except between 2:00am and 5:00am daily. Fares are pre -paid with client funds maintained in individual client accounts in OUTREACH's computerized client database system. Fare subsidies are credited to riders based on their city of residence. Program benefits are restricted to Cupertino residents who have been qualified for ADA Paratransit services. Each rider will have their fare reduced by $1.00 per one -way trip until all budgeted funds are expended. Based on the proposed propgram budget, an estimated 140 unduplicated Cupertino residents will benefit from 6,215 paratransit service rider's fare subsidies. 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? The purpose of the proposed project is to make transportation more affordable for lower income, frail seniors and disabled adults. ADA Paratransit Services regulations require that riders pay a share of the cost of their trip. Since 2002, the ADA/Paratransit Services riders fare has increased from $2.50 to $4.00 per trip (a 60% increase). The requested funding will be used to subsidize $1.00 of the fare thereby reducing the rider's net cost to $3.00 per trip The lack of affordable and accessible transportation is a major barrier for seniors and persons with disabilities to live healthy, independent lives. By making ADA paratransit services more affordable, seniors are able to travel to destinations that support healthy, independent living. Common destinations for project clients include: medical and health facilities, nutrition programs, supermarkets, pharmacies, senior centers, educational sites, etc. The anticipated outcomes of the program include: an improved quality of life (i.e., enhanced well -being and dignity), strengthened independence and self - reliance, and improved access to safety -net and basic needs services experienced by program participants as a result of the Special Needs Transportation Program. The proposed program addresses the Citys priority need 1. , o support organizations that provide services to special needs households in the City (Consolidated Plan, Goal D, Policy 3 -11), by providing transportation services to frail senior and disabled adult residents of Cupertino. 6. PROJECT MANAGEMENT Briefly describe how the project will be managed and administered, including proposed staff time and. staff functions. Management and administration of the proposed project will be integrated into OUTREACHs ADA Paratransit Services and no staffing costs associated with these responsibilities will be charged to this grant. A small portion of the grant has been reserved for costs associated with the preparation of financial reports to the City all other funds will be used for direct ADA paratransit service rider's fare subsidies for Cupertino residents., Agency management and staffing that are being leveraged by this grant include: a ride reservation department that is open from 8am to 5pm, 365 days per year; a Day of Service Center that operates from 5am to 10pm, 365 days per year to monitor client rides and provide customer service support for riders interested in estimated times of arrival for their vehicles or to cancel rides, etc.; client accounts staff who manage deposits and charges to rider accounts; and an Operations and Executive staff that oversees the ADA paratransit service. 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. OUTREACH has provided case management and transportation services for County seniors since 1974. As the largest provider of human service transportation for Count/ senors and other transportation- disadvantaged populations, OUTREACH programs serve over 14,000 coUnty residents and provide over 1.1 million rides annually. 27 -55 OUTREACH's current portfolio of services includes: transportation for seniors and persons with disabilities (ADA Paratransit Services); transportation to work and training for Welfare -to -Work participants and low- income individuals (Guaranteed Ride Program); afterschool transportation for the children of CaIWORKs participants and low- income families (Give Kids a Lift!): vehicle repair services for CalWORKs and low- income families (Jump Start); free bicycles & safety - helmets for CaIWORKs participants and low- income individuals to use to travel to work and training (Bike to Work); transportation for homeless individuals, veterans and others to destinations that support healthy and independent lives (Together We Ride); transportation for adults 65 years of age and older (Senior Transportation and Resources - STAR program); and case management and benefits counseling services for home -bound and isolated seniors (Senior Outreach Program). During the past year, OUTREACH established the Mobility Management Center (MMC) for Santa Clara County, The MMC is designed to serve as a one -stop location for human service transportation and to also increase transportation options for seniors, persons with disabilities, low- income households, etc. through the coordination of existing transportation resources. OUTREACH has become a leader in emergency preparedness planning for vulnerable populations (e.g., seniors, persons with disabilities, and other low - income populations with limited transportation resources) during the past year and is currently working with the State Office of Emergency Services and Caltrans on web -based tools to assist first responders in the event of a disaster /emergency. In the past ten years, OUTREACH assist over 1,700 Cupertino residents with over 97,000 paratransit service trips. 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. OUTREACHs financial audit for the fiscal year ending June 30, 2009, was finalized on September 29, 2009. No findings or concerns were cited in the audit or in any accompanying management letter prepared by our auditors. 27-56 9. SOURCES OF FUNDS ANTICIPATED Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) FOR THIS PROJECT: SOURCE ESTIMATED AMOUNT STATUS C ity of Cupertino $7,11 fication Pendi VTA: Paratransit Services $160,4761 Committed Farebox Rider $15,551 Projected revenue Estimated Total Project Cost: $183,141 Total Beneficiaries:l 10. PROJECT WORK PLAN: CHART A Use this table to list activities that benefit a specific and measurable number of clients. Are you reporting number of Persons or Households? Persons Specific Activities Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) Clients For Each Quarter 1st I 2nd I 3rd I 4th Total Quantify When Possible Possible) 1 st I 2nd I 3rd I 4th JTot4 Serve senior and disabled adult paratransit service riders who are C upertino residents ADA Paratransit Service qualified Cupertino residents served 40 1 61 4 14 Paratransit Service Riders Fare Subsidies Total Beneficiaries:l 6,215 14 CHART B Use this table to list general activities lie, brochures distributed, seminars offered, advertisements run). 27-57 Benchmarks For Each Products or Milestones to be accomplished Quarter Specific Activities (Use Specific Numerical Data When Quantify When Possible Possible) 1 st I 2nd I 3rd I 4th JTot4 Subsidize ADA paratransit Paratransit Service Riders Fare Subsidies 2,5012,5011,211 6,215 service rider fares to seniors and disabled adults who are C upertino residents 27-57 BUDGET For Amount Requested FY 200912010 Category Budget For Year SALARIES: ersonnel Benefits OFFICE EXPENSE: Rent T elephone/Fax Printing T ravel U tilities Of fice Supplies Postage Equipment Maintenance /Repair PROJECT EXPENSES: ounting Services $90 dicing Fees Insurance Davis Bacon Compliance PROJECT CONSTRUCTION: Ap praisal Engineering Services Ar chitectural/Design Ac quisition A DDITIONAL EXPENSES (Qty) 01 Paratransit Service Rider's Fare Subsidies $6,21 TOTAL: $7,11 Files to be Uploaded Currently Attached Files Click here if you will upload your Annual Audit or 990. 0 Click here if you will upload your Insurance Endorsement. El Other document to upload: o Other document to upload: o Other document to upload: If these documents are not uploaded, then they must be mailed to the Vera Gil City of Cupertino Program Manager Signature Paul Tatsuta Date Signed 03/01/2010 City Approval Signature Vera Gil 27 -58 CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLACK GRANT (CDBG) PROGRAM SEVENTH YEAR FUNDING CYCLE FY 2010/2011 STANDARDIZED APPLIICATION FOR FUNDING Due March 1, 2010 1. APPLICANT ORGANIZATION: Agency Name: Senior Adults Legal Assistance (SALA) Street Address: 160 E. Virginia Street, Suite 260 City: San Jose State: CA Zip: 95112 Executive Director: Georgia Bacil Phone No: 408 - 295 -5991 Fax No: 40EI -295 -7401 E -Mail: gbacil @sala.org Is this a faith -based organization: No 2. PROJECT NAME: Legal Assistance to Cupertino Elders Project Cupertino Senior Center, 21251 Stevens Creek Blvd., Cupertino, CA 95014 Address /Location: Contact Person: Georgia Bacil Title: Directing Attorney Phone No: (40 295 -5991 Fax No: 408 -295 -7401 E -Mail: gbacil @sala.org Brief Project Description: SALA will provide free legal services (in the form of legal advice /referrals, consultations/brief service, and representation) to Cupertino residents age 60 or older primarily by continuing our on -site appointments at the Cupertino Senior Center and by serving Cupertino seniors by phone that are homebound or with emergencies. Home visit will also be made, as needed, to homebound seniors. A minimum of 40 unduplicated Cupertino seniors annually will receive legal services. SALA will also make one community education presentation annually at the Cupertino Senior Center or another site in Cupertino. Services Provided: Senior services Comments: Our project provides Public Service Activities and more specifically Senior Services because we target our program of free legal services exclusively to seniors (persons age 60 or older). Within the broad scope of legal services for seniors provided by SALA, our project also provides Domestic Violence Support; specifically, we provide legal assistance with restraining orders to prevent physical abuse of senors because some of our clients are victims of domestic violence or elder abuse. Both of these Public Service activities are included on page 2 of the listing of FY 2010 -11 Funding Priorities for the City of Cupertino that aria referenced on the on -line application form. 3. FUNDS REQUESTED: $9,717 Funds Allocated from Cupertino for FY 09/10: $9,717 Number of proposed unduplicated Cupertino beneficiaries: 40 Number of proposed unduplicated Cupertino beneficiaries at or 0 -30% (Extremely low): 20 31 -50% (Very low): 10 TOTAL PROJECT COSTS: $24,007 Cost Per Service Unit or Per Client:$242 Funds Received in FY 08/09: $9,717 below current countywide median income: 51 -80% (low): 10 4. PROJECT DESCRIPTION AND NUMBER OF UNDUPLICATED CLIENTS SERVED: 27 -59 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.). SALA is a nonprofit law office that has provided free legal services to Santa Clara County elders for 36 years. SALA provides services primarily by appointments at 20 senior centers or community sites in the County, including the Cupertino Senior Center. Services are targeted to elders who are low income or at risk of abuse, exploitation or premature institutionalization. Legal services (advice /referrals, consultations, legal representation, and community education) are provided for: Public Benefits; Elder Abuse; Nursing Homes; Advance Health Care Directives; Incapacity Planning; Consumer; Housing; Probate Alternatives; and Simple Wills (through SALA's pro bono No Fee Wills Panel). Services are delivered by SALA's 5 attorneys, legal secretary, 10 intake volunteers, and /or 20 pro bono Wills Panel attorneys. Cupertino CDBG funds are requested for 2010 -2011 (and 2011 -2012 if second year funding is extended) to maintain SALA's expanded on -site service levels at the Cupertino Senior Center. SALA also proposes to continue home visits to Cupertino elders who are homebound or institutionalized. Clients with urgent legal problems will also be served on an emergency basis by telephone. Cupertino elders who appear at SALA intake sites in other cities will also be served. Project services will be limited to seniors (persons age 60 or older) living within the geographic boundaries of Cupertino (i.e., Cupertino residents). In 1997 -98 SALA first received CDBG funding from Cupertino to expand our on -site services at the Cupertino Senior Center. Prior to expanding services in Cupertino in 1997 -98, the waiting time for a SALA appointment at the Cupertino Senior Center was 2 months or longer. As a result, only 42% of the Cupertino clients served by SALA from January to June 1997 were seen at the Cupertino Center, 16% were served by telephone, and the remainder (42 %) had to travel to a SALA intake site in another city. The continued expansion of SALA's services at the Cupertino Senior Center for 2010 -2011 will enable more Cupertino elders to be served locally instead of being forced to seek services at other SALA sites or forgoing services altogether because of transportation barriers to these sites. In fact, 86% of the Cupertino elders served by SALA in 2008 -09 were seen at the Cupertino Center. We also expect the waiting time for a SALA appointment at the Cupertino Senior Center to be reduced. As detailed in the Project Work Plan in Part 10, SALA will complete the following objectives by 6/30/11: (1) provide Legal Services to 40 Cupertino clients (age 60 or older) primarily through intake sessions at least twice monthly at the Cupertino Senior Center, as Well as at other SALA sites, by telephone intake (for emergencies and homebound clients), and home visits and (2) conduct one Community Education presentation at the Cupertino Senior Center or another site in Cupertino. Project beneficiaries will be individual Cupertino residents, age 60 or older, targeting those who have low incomes, are frail, or are at risk. SALA's statistics for Cupertino elders for 2008 -09 indicate 69% were very low income (at or below 50% of the county median income level) and 47% were age 75 or older (a demographic indicator placing them at risk). According to the Area Plan on Aging for 2005 -2009, which includes demographics for the age 60 population in Santa Clara County based on 2000 Census data, of the 218,931 county residents age 60 or older, 37% are very low income and 33.5% are age 75 or older. SALA's statistics for 2000 -09 also indicate 57% of our Cupertino clients were female and at least one -third identified themselves as minority elders. SALA expects similar demographics for Cupertino clients in 2010 -11. The $9,717 in CDBG funding requested will support direct personnel costs (attorney and support staff time) to maintain our expanded service levels in Cupertino. This amount represents our current (2009 -10) funding level. Cupertino CDBG funds will be leveraged by five other sources of ongoing funding support as well as with in -kind services (from volunteer attorneys and paralegals) and in kind space (a rent free private room at the Senior Center for our appointments). (See Part 9 for detail). If less than $9,717 is received, SALA may have to reduce service levels and the number of clients served in Cupertino in proportion to the amount of SALA staff time that will be lost. If no CDBG funding is received, SALA services at the Cupertino Center will likely be reduced to bimonthly appointment sessions or could be eliminated. 6. PROJECT PURPOSE AND OBJECTIVES: 27-60 Specify objectives project intends to accomplish and identify desired outcomes and benefits. How does the purpose and objectives meet the priority needs? To address the priority needs below, the Project's purpose is to provide free legal services to support seniors (especially very low income or at risk seniors) to live independently, safely, non- institutionalized and with dignity by protecting their rights, preventing their abuse, ensuring their access to services /entitlements, and planning for their future. The critical nature of SALA's services is illustrated by the cases we open. The breakdown of our countywide open caseload as of 12/31/09 was as follows: 27% of the clients had problems with public benefits, 2% had a housing problem, 30% needed intervention for elder abuse:, 30% requested an Advance Health Directive, 1% had a nursing home problem, 4% had a Medicare HMO or Medi••Gap Insurance dispute, and 6% needed help with incapacity planning or probate alternatives. The Project objectives to be completed by 6/30111 are: (1) to provide free Legal Services to 40 Cupertino clients (age 60 or older), through intake sessions at least twice monthly at the Cupertino Senior Center, intake sessions at other SALA intake sites, telephone intake (for emergencies /homebound clients), and home visits (see Part 10, Chart A) and (2) to conduct one Community Education presentation at the Cupertino Senior Center or at site in Cupertino (see Part 10, Chart B). All of the tasks that the Project will undertake to accomplish each objective set forth above will be conducted by an attorney on SALA's staff, an intake volunteer (attorney or paralegal), or a pro bono Wills Panel attorney. All attorneys on SALA's staff and on SALA's Wills Panel are licensed by the California State Bar. The Cupertino Senior Center staff will schedule and confirm SALA's appointments at their site. The Center will also provide rental -free use of a private office for our appointments. The Project outcomes to be accomplished by 6/30/11 are set forth below. Because SALA provides only one service countywide, legal services, our funders allow us to use countywide outcomes. Outcome #1 is that of the countywide clients whose cases were closed in 2010 -11, 80% will have experienced increased access to legal information, knowledge/tools, and services regarding elders benefits, rights, safety, protection, and planning. This will be measured by pre and post data from intake forms or closing reports documenting the primary legal problem and its disposition. Outcome #2 is that of the countywide clients receiving consultation, brief service, or representation services whose cases were closed in 2010 -11, and who completed a survey, 80% will have experienced satisfaction with the quality /professionalism of SALA's services, as well as an increased sense of safety, security, or peace of mind. This will be measured by surveying a sample of clierrts as to their satisfaction and if they experienced increased safety, security, or peace on mind. All clients with open cases will be sent a survey after their case is closed. Selected clients may also be surveyed at point of service. The results of SALA's 2008 -2009 Outcome Evaluations indicated that 98% of our countywide clients achieved Outcome #1 and 97% of the sampling of countywide clients that completed a survey achieved Outcome #2. With respect to priority needs, SALA's project meets the clefinition of a Public Service under the federal CDBG program and targets services exclusively to the elderly, a group presumed to be very low and low income for the CDBG program. It also falls within the Senior Services category in the FY 2010 -11 CDBG Funding Priorities for Cupertino and is identified as a High priority Public Service Need (Senior Services) in the Cupertino Consolidated Plan. (See Table 213, Community Development Needs). As noted in Part 4, SALA statistics for Cupertino elders served in 2008 -09 also indicate that 69% were very low income (at or below 50% of the median). These statistics also indicated that 47% were age 75 or older (a demographic indicator that they may be frail or at risk). Moreover, SALA's legal assistance or intervention to prevent physical abuse and domestic violence against elders also addresses another 2010 -11 Cupertino Funding Priority and a high priority Public Service Need in the Consolidated Plan, Domestic Violence Support. Thus, SALA's project meets a national objective for CDBG, and jurisdictional objectives /priority needs for Cupertino, because it provides services that benefit very low and low- income persons and it targets the elderly, some of whom are also victims of domestic violence or elder abuse. In addition to the priority needs identified in the FY 2010 -11 Cupertino Funding Priorities and the Cupertino Consolidated Plan, the Council on Aging (COA) needs report, Coming of Age (1994), documents the speck and critical need for legal services for seniors in Santa Clara County, including Cupertino, particularly for the low- income and at risk populations. It states that for elders who need ,assistance in dealing with agencies, Legal Assistance is needed to establish eligibility and to secure benefits. This COA report also notes the importance of legal services for physical and financial abuse, as well as competence, and indicates that legal issues are imbedded in many other areas of service essential to the elder population's daily survival. The COA Area Plan on Aging for 2005 -2009 adopted April 25, 2005 affirms that legal assistance continues to be a priority need in Santa Clara County to help 27 -61 older persons obtain services and benefits including protective services for financial abuse, competence and conservatorship. Unmet Civil Legal Needs of Indigent Residents of Santa Clara County, a report for the Board of Supervisors in August 2001, also confirms the findings of the above cited reports and notes that legal representation and counsel can be essential to the elderly and their families in gaining access to health, income, and social services. Most recently, Community for a Lifetime, the ten year strategic plan on aging completed by the County and the City of San Jose in February 2005, identified the availability of legal assistance at senior centers as a key service need. In fact, when asked which programs they would like senior centers to offer, legal services was one of the three services identified by more than one half of the seniors that were surveyed by telephone for this needs report. 6. PROJECT MANAGEMENT Briefly describe how the project will be managed and administered, including proposed staff time and staff functions. SALA has a bilingual and culturally diverse staff with extensive expertise in legal problems of low income and at risk eiders. SALA's managing attorneys have extensive experience (more than 40 years) in this area. Directing Attorney Georgia Bacil (J.D.79), allocated .04 FTE to the Cupertino project, has 26 years experience in that position and Supervising Attorney Michele Schroeder (J. D.'94), allocated .05 FTE to Cupertino, has worked at SALA for 15 years. These two attorneys supervise and train SALA's Staff Attorneys and our volunteers. Other project staff includes Staff Attorney Fawn Reed (J. D. 02), allocated .06 FTE to Cupertino, who has worked at SALA since August 2002 and Staff Attorney Beatriz Lopez, allocated .01 FTE to the project, who has worked at SALA since April 2001. Legal Secretary Victoria Saucedo, allocated .02 FTE to the project, has worked at SALA for 10 years. SALA Administrator Cynthia Arechiga Boone, who handles the agency fiscal functions and is allocated .02 FTE to the project, had 16 years experience in non -profit accounting before she joined SALA in December 2004. Attorneys Bacil and Lopez are bi- lingual in English/Spanish. Ms. Boone, Ms. Lopez, and Ms. Saucedo are Hispanic. SALA's Directing Attorney has overall responsibility for the legal services performed by SALA- With the exception of the Directing Attorney who does not handle a client caseload, all attorneys on SALA's staff provide the direct legal services to seniors described herein. All SALA attorneys, including the Directing Attorney, also provide community education and participate in collaborative activities and outreach. As noted in Part 4, SALA's staff is augmented by 10 volunteer intake workers who interview clients at senior centers. In addition, a minimum of 10 pro bono attorneys serve on SALA's No Fee Wills Panel. Since 1988; the Wills Panel has provided Simple Wills, free of charge, to SALA clients with modest assets at Will Days at senior centers arranged by SALA. SALA's Legal Secretaries support the work of the SALA staff and the volunteer attorneys /intake workers; they also conduct telephone intake and screening for any client emergencies (such as elder abuse matters) that cannot wait for a senior center appointment. All attorneys on SALA's staff and the Wills Panel are licensed by the California State Bar. We also note that the Cupertino Senior Center staff will schedule SALA's appointments at their site and the Senior Center will also provide rental -free use of a private office for our appointments. By virtue of SALA's 36 years of serving elders in Santa Clara County, SALA has well - established internal and external monitoring procedures to evaluate program performance and SALA continues to meet or exceed our all of our funders performance goals. See Part 7 for detail. 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. SALA is a nonprofit law office that provides free legal services to Santa Clara County elders by appointment at 20 sites including the Cupertino Senior Center. Services are targeted to elders who are low income or at risk and focus upon: Public Benefits; Elder Abuse; Nursing Homes and Alternatives; Advance Health Care Directives; Incapacity Planning; Consumer; Housing; Probate Alternatives; and Simple Wills. Founded in 1973, SALA is one of the most experienced legal service programs for seniors in the nation. In 1975, SALA was funded as a Model Project by the Administration on Aging, serving as a prototype for similar programs 27 -62 nationwide. Today, SALA is supported by the Older Americans Act and 15 other funders, including Cupertino. SALA continues to be the only agency designated by Council on Aging to provide a full range of legal services exclusively to elders in Santa Clara County. By virtue of SALA's 36 years of service, the agency has strong qualifications and experience in providing services of the type proposed. In fact, SALA has been serving Cupertino seniors since 1979. Each year, SALA provides legal services to more than 1,000 unduplicated clients countywide. In 2008 -2009, SALA served 1,540 unduplicated clients through senior centers, home visits, or by telephone (for emergencies or homebound clients). Annually, SALA also makes at least 20 community education presentations. Last year, at least 1,000 persons attended one of SALA's 30 education presentations. With respect to previous CDBG projects in other cities, SALA has met or exceeded our contract goals since we were funded. As for Cupertino CDBG, SALA has met or exceeded our goals since the project was funded by Cupertino in 1997 -98. For 1997 -98, 1998 -99, and 1999 -2000, our goal was to serve 40 clients and we served 50 clients (1997 -98), 61 clients (1998 -99), and 46 clients (1999- 2000). In 2000 -01 and 2001 -02, the goal was 50 clients and we served 50 clients and 70 clients, respectively. For 2002 -03 through 2004 -05, the goal was 65 clients; in 2002 -03 we served 77 clients, in 2003 -04 we served 6Ei clients, and in 2004 -05 we served 73 clients. For 2005 -06 the goal was 60 clients, and we met that goal. For 2006 -07, the goal was 52 clients and we served 59 clients. For 2007 -08, the goal was 50 clients and we served 67. For 2008 -09, the goal was 48 clients and we served 51 clients. With respect to 2009 -10, as of December 2009 we have served 33 clients; the annual goal is 40. 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. SALA's audit for FY 2008 -09, prepared by Berger Lewis and dated September 16, 2009, and the internal control letter from Berger Lewis are attached as requested in the application instructions. Hard copies were also mailed to Vera Gil in October 2009 and again on February 20, 2010. There were no negative findings or concerns cited in the audit or internal control letter, so no actions were needed to correct findings or concerns. SALA's Form 990 for FY 2008 -09 is not yet available as we have requested an extension of time until May 15, 2010 to file this document. Even though a copy of this document is not requested in the application instructions, if the City of Cupertino would like a copy of SALA's Form 990 for FY 2008 -09 we can make it available, upon request, after it is filed. 27-63 9. SOURCES OF FUNDS ANTICIPATED Products or Milestones to be accomplished FOR THIS PROJECT: Specific Activities ESTIMATED Quarter SOURCE (Use Specific Numerical Data When STATUS AMOUNT Possible) C ity of Cupertino $9,71 lication Pendi Council on Aging/Older $5,71 Pending Approval. Expect renewal of year #4 of four year A mericans Act 0 contract in June 2010 State Bar/Legal Services Trust $78 Pending Approval. Expect renewal of ongoing grant in April Fund Pro ram Cupertino Elders 2010. Silicon Valley Campaign for $1,30 Pending Approval. Expect renewal of ongoing eligibility in June Legal Services 010. Santa Clara County General $1,20 Pending Approval. Expect renewal of year #3 of three year Fund contract in June 2010 Contributions/Special Event $1,40C To be raised by June 30 2011; based on prior years revenues In Kind Services/space $3,90C To be donated by June 30, 2011; based on prior years in -kind Estimated Total Project Cost: $24,00 10. PROJECT WORK PLAN: CHART A Use this table to list activities that benefit a specific and measurable number of clients. Are you reporting number of Persons or Households? Persons CHART B Use this table to list general activities (le, brochures distributed, seminars offered, advertisements run). Products or Milestones to be accomplished Clients For Each Quarter Specific Activities (Use Specific Numerical Data When Quarter Specific Activities (Use Specific Numerical Data When Quantify When Possible Possible) Possible) 1st 2nd I 3rd I 4th ITotal Make one community education presentation 0 0 1 Provide Direct Legal Services to Serve a total of 40 Cupertino elders by year 10 10 10 1 d 4 Cupertino Elders end (or by June 30) through appointments at Cupertino by ear end or by June 30 he Cupertino Senior Center, other SALA intake k ites, home visits or telephone intake. Total Beneficiaries:1 40 CHART B Use this table to list general activities (le, brochures distributed, seminars offered, advertisements run). 27-64 Benchmarks For Each Products or Milestones to be accomplished Quarter Specific Activities (Use Specific Numerical Data When Quantify When Possible Possible) 1st 2nd 3rd I 4th ITotal Make one community education presentation 0 0 1 1 Provide Community Education at Cupertino Senior Center or another site in Cupertino by ear end or by June 30 27-64 BUDGET For Amount Requested FY 2009/2010 Category Budget For Year SAL-ARIES: Personnel $8,36 B enefits $1 OFFICE EXPENSE: Rent T elephone/Fax Printing T ravel Utilities O ffice Supplies Postage Equipment Maintenance /Repair PROJECT EXPENSES: ccounting Services uditing Fees Insurance Davis Bacon Compliance ROJECT CONSTRUCTION: praisal ngineering Services chitectural /Design A cquisition DDITIONAL EXPENSES (Qty) 0 TOTAL: $9 Files to be Uploaded o Click here if you will upload your Annual Audit or 990. o Click here if you will upload your Insurance Endorsement. Currently Attached Files SALA Au lit by Berger Lewis for 2008 -09 pdf Cupertino Insurance Certificates. pdf 2 Other document to upload: Internal Audit Inte Control Letter by Berger Lewis for 2008-09 .pd Control Letter for 2008 -09 o Other document to upload: E Other document to upload: If these documents are not uploaded, then they must be mailed to the Vera Gil City of Cupertino Program Manager Signature Date Signed Georgia Bacil 02/26/2010 City Approval Signature Date Signed Vera Gil 03/16/2010 27-65 CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SEVENTH YEAR FUNDING CYCLE FY 2010/2011 STANDARDIZED APPLICATION FOR FUNDING Due March 1, 2010 1. APPLICANT ORGANIZATION: Agency Name: Support Network for Battered Women Street Address: 1257 Tasman Drive, Suite C City: Sunnyvale State: CA Zip: 94089 Executive Director: Ken Goldstein Phone No: (408) 541 -6100 Fax No: (408) 541- 1333E -Mail: kgoldstein @supportnetwork.org x102 Is this a faith -based organization: No 2. PROJECT NAME: Domestic Violence Services to Cupertino Residents Project 1257 -C Tasman Drive - Sunnyvale CA 94089 Add ress /Location: Contact Person: Adriana Caldera Title: Grants Manager Phone No: (408) 541 -6100 Fax No: (408) 541 -1333 E -Mail: acaldera @supportnetwork.org x118 Brief Project Description: The Support Network for Battered Women provides comprehensive domestic violence services to all Cupertino residents including our toll -free, bilingual 24 -hour crisis hot -line, an emergency residential shelter, counseling, therapy, legal advocacy, community outreach, education, resources and referrals. Services Provided: Domestic violence support Comments: 90% of all Support Network clients fall within the low to extremely low income categories as determined by HUD. 3. FUNDS REQUESTED: $5,000 Funds Allocated from Cupertino for FY 09/10: $5,000 Number of proposed unduplicated Cupertino beneficiaries: 18 Number of proposed unduplicated Cupertino beneficiaries at c 0 -30% (Extremely low): 16 31 -50% (Very low): 1 TOTAL PROJECT COSTS: $1,633,646 Cost Per Service Unit or Per Client:$277 Funds Received in FY 08/09: $4,202 r below current countywide median income: 51 -80% (low): 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 Support Network for Battered Women respectfully requests a CDBG grant in the amount of $5,000 from the City of Cupertino in order to provide low and extremely low income Cupertino residents with comprehensive domestic violence services and emergency shelter. Domestic violence is a devastating and lethal crime that poses serious problems for Santa Clara County and the 27-66 nation at large. Domestic violence crosses all ethnic, racial, cultural, age, religious and socioeconomic lines. The Santa Clara County Death Review Committee recently reported eleven domestic violence related deaths in Santa Clara County in 2009, more than triple the number reported in 2008. Law enforcement indicates that the number of actual domestic violence incidents is exponentially higher due to the reality that domestic abuse is severely under- reported. The breach in reporting is attributed to fear, shame, social stigma, economic dependency and an unawareness of available services. Family pressure and immigration status may further hinder victims from seeking help or leaving their abusers. Victims of domestic abuse are at a greatly increased risk of violerx;e and even death, when they attempt to escape. The critical element in making the decision to leave an abusive relationship is a victims knowledge that she and her children will not be without shelter, and can find a safe haven where the abuser will not locate them. When battered women are not able to obtain affordable housing or shelter to escape the violence, they are often thrust into choosing between life with their abuser and life on the streets with their family. Survivors of domestic violence often require additional counseling and therapy in order to work through psychological trauma from physical abuse before they can transition back into their community. The Support Network serves women, children, teenagers, and families throughout Santa Clara County, including the City of Cupertino - -who are experiencing domestic violence. Through prompt, skilled service delivery and education efforts, clients will be able to increase their safety options and connect to life- saving community resources. To address this devastating problem, the Support Networks :services for Cupertino Families Project will provide at least 18 unduplicated city residents with the following services (luring fiscal year 2010 -2011. A. Counseling Services: The Support Network will provide counseling services to at least 15 unduplicated Cupertino residents. Domestic violence victims in Cupertino will have access to our agencys array of comprehensive counseling services that include short and long -tern therapy, psychotherapy, peer and group counseling, case management, support groups, children play therapy, and culturally competent crisis counseling. Cupertino residents will have full access to our cutting edge La Familia Program. This program serves Latino families by reaching out to local community centers, churches, and schools to connect with the Latino population and provides information on the bilingual domestic violence services that are available in our community. B. Emergency Residential Shelter: The Support Network vvill provide emergency residential shelter to at least 3 unduplicated Cupertino residents. Cupertino residents have access to our emergency residential shelter. Women and children in immediate danger of domestic violence are supplied with confidential emergency shelter. The shelter hosts 16 beds and is comprised of residential apartments. Cribs are available for clients with infants. Each unit is equipped with a fully functional kitchen, bathroom, living room and two bedrooms. Shelter residents are provided with nutritious and culturally appropriate food from the shelters food pantry. Residents also receive clothing, bedding, diapers and toiletries. The shelter serves as a safe home for clients up to 8 weeks. Shelter residents are able to participate in support groups. All shelter residents are provided with comprehensive case management, community referrals and agency services as determined by their unique needs. The Support Network for Battered Women meets an urgent community need through the provision of comprehensive counseling services, and emergency residential shelter to %- upertino families in immediate danger of domestic violence. As the Support Network administers essential and comprehensive services to the community, we diminish the number of women and children living in dangerous domestic violence environments. 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? The Support Network is the only provider of comprehensive domestic violence services in Northern Santa Clara County. The Support Network addresses a priority need in the City of Cupertino through the provision of critical support and emergency residential shelter to the Citys most vulnerable residentswomen and children living in imminent danger of domestic violence. Domestic Violence can cause severe physical, emotional and psychological trauma. Before victims of domestic violence can transition back into the community, they must first secure their own 27-67 physical safety, mental well -being and basic needs. While domestic violence affects women and children from all socioeconomic backgrounds, our agency finds that 90% of our client families fall within the low to very-low income bracket. Objectives /Outcomes: The Support Network will provide counseling services to at least 15 unduplicated Cupertino residents. Eighty (80) percent of counseling service clients, who have completed the quarterly Counseling Services Questionnaire, will report an increased understanding of community resources and report an increased knowledge of domestic violence. The Support Network will provide emergency residential shelter to at least 3 unduplicated Cupertino residents. Seventy -Five (75) percent of Cupertino residents, upon leaving the emergency residential shelter, will develop a safety plan to ensure the continuation of a suitable living environment as measured by confidential client case files. Outcome Measurement Tools: The procedures of measuring program success are well established. The Support Network shelter and our main office track all services provided to our clients in confidential client files and case notes. All data is tracked by relevant personnel and entered into our database system. Crisis calls and shelter program data are entered and manually tracked. The Data Management Coordinator compiles monthly, quarterly and annual reports. All client files are confidential and are maintained for seven years by the Executive Director and the Director of Clinical Services. The impact of our services on each client is measured through various surveys and scales. Individuals receiving counseling or legal services are asked to fill out a feedback form. This form allows our counselors to track the services each client received; and track the number of counseling sessions in which she participated. For Children services, parents are asked to fill out a confidential assessment of their child's participation in individual therapy, group therapy or children activities group. These feedback forms are used by case managers to ensure that each client is equipped with the tools to rebuild her life free from domestic violence. As families exit our shelter they are asked to complete an anonymous questionnaire evaluating the services they received. Questions include the clients assessment of her family's safety, treatment, support and connection to community resources. All written evaluations are kept on file and have proven to be overwhelmingly positive. Exit outcomes are also tracked to see where our clients go after leaving our shelter. 6. PROJECT MANAGEMENT Briefly describe how the project will be managed and administered, including proposed staff time and staff functions. Denise Henderson, Director of Clinical Services and Program Services. MA Counseling, Education & Psychology from Santa Clara University. BA Social Work from Michigan State University. Licensed Marriage and Family Therapist (LMFT), and over 8 years Domestic Violence experience. Certified Domestic Violence Counselor. Supervises MA Counselors and Interns and develops client services. Percentage of time charged to project: 8% Karen Pyles, Shelter Manager. BA Psychology and BA Women and Gender Studies from University of California, Davis. Current student at the Institute of Trans - personal Psychology pursing an MA in Counseling Psychology. Certified Domestic Violence Counselor. Oversees Shelter Program and provides case management, counseling, advocacy, information and referrals. Percentage of time charged to project: 8% 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. The mission of the Support Network for Battered Women is to empower our diverse community to live free from domestic violence. The Support Network provides vital comprehensive case management services to women and children living in threatening domestic violence environments throughout Santa Clara County. The Support Network provides the County's only 24 -hour toll -free, bilingual domestic violence crisis hot -line, a confidential residential emergency shelter, crisis counseling (long and short term), legal assistance, court accompaniment, individual and 27-68 group therapy, support groups, children's play therapy, preventative education, safety planning and community referrals. All of the organizations services are bilingual (Erglish/Spanish) and culturally competent. Established in 1979, the Support Network for Battered Women has been providing essential domestic violence services to women and children for 30 years. The Support Network is a vibrant community -based organization that draws on the collective talent of 24 staff members and over 400 volunteers, serving thousands of residents annually. Our agency is recognized as a crucial part of the Countys social service continuum. The Support Network maintains a strong presence in the County through participation at community events, media advocacy, outreach efforts and materials distribution. For over 15 years, the Support Network has partnered with the City of Cupertino in the CDBG program in order to better the lives of city residents who are suffering from domestic violence. We are proud to report that we are well on our way to surpassing our direct service goals for FY C9 -10. For the past several years, the Support Network has met or exceeded all of our contracted numeric service goals by providing counseling and shelter to residents of Cupertino. The Support Network is dedicated to providing a full range of vital programs and services to victims of domestic violence. No one in need is turned away. In this current economic downturn, our agency remains dedicated to maintaining the delivery of high quality uninterrupted servica. Our staff works tirelessly to ensure continued funding through individual giving campaigns, United Way funding, corporate and foundation grants and government (city, state, county, and federal) grants. The Support Network is extremely grateful to the City of Cupertino for their continued partnership to provide residents with essential social services. S. 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. The Audited Financial Statement for year ending June, 30, 2009 was completed on October 10, 2009. The audit was conducted in accordance to auditing standards generally accepted in the United States, such as the Standards for Audits of Governmental Organizations, Programs, Actii4ties and Functions issued by the U.S. General accounting Office. This includes tests of the accounting records and other necessary auditing procedures. The report identified no problems in need of correction. 27-69 9. SOURCES OF FUNDS ANTICIPATED Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) FOR THIS PROJECT: SOURCE ESTIMATED AMOUNT STATUS C ity of Cupertino $5,001pplication Pendi Federal $79,001 Committed State $349,111 Pending County of Santa Clara $184,361 Committed Other Cities $150,161 Committed Foundations/Corporations $345,00 Committed Individuals $456,00 Ongoi Program Fees $45,00 On of Other Income $20,00 Ongoi stimated Total Project Cost: $1,633,64 10. PROJECT WORK PLAN: CHART A Use this table to list activities that benefit a specific and measurable number of clients. Are you reporting number of Persons or Households? Persons Specific Activities Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) Clients For Each Quarter 1st I 2nd I 3rd I 4th ITotal Quantify When Possible Passible) 1st 2nd I 3rd Crisis Counseling Services Support Network will provide counseling services to 15 unduplicated Cupertino residients. 4 4 4 1 Emergency Residential Shelter Support Network will provide emergency L helter to 3 unduplicated Cupertino residents. 1 1 1 3 1 Total Beneficiaries: 4 1 CHART B Use this table to list general activities (le, brochures distributed, seminars offered, advertisements run). 27 -70 Benchmarks For Each Products or Milestones to be accomplished Quarter Specific Activities (Use Specific Numerical Data When Quantify When Possible Passible) 1st 2nd I 3rd I 4th ITotal Community Outreach/Education Agency materials distributed to Cupertino 1 1 1 1 4 location. 27 -70 BUDGET For Amount Requested FY 2009/2010 Category Budget For Year SALARIES: Personnel $4,23 Benefits $76 OFFICE EXPENSE: Rent $ T elephone/Fax $ Printing $ T ravel $ Utilities $ Office Supplies $ Postage Equipment Maintenance /Repair $ PROJECT EXPENSES: counting Services uditing Fees $ Insurance $ avis Bacon Compliance ROJECT CONSTRUCTION: praisal ngineering Services chitectural/Design uisition ADDITIONAL EXPENSES (Qty) 5 Professional Fees $ Client Related Expenses $ Staff Training/Meeting Expenses $ Buildina Maintenance/Repairs $ Business Related Expenses $ TOTAL: $5,00 Files to be Uploaded Currently Attached Files o Click here if you will upload your Annual Financial Audit FY 08- 09.gdf Audit or 990. o Click here if you will upload your Insurance Endorsement. a Other document to upload: Other document to upload: o Other document to upload: Liability I isurance Cert 09- 10.12df If these documents are not uploaded, then they must be mailed to the Vera Gil City of Cupen`mo Program Manager Signature Adrian Caldera 27 -71 Date Signed City Approval Signature Date Signed 02/26/2010 Vera Gil 03/16/2010 27-72 CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SEVENTH YEAR FUNDING CYCLE FY 201012011 STANDARDIZED APPLICATION FOR FUNDING Due March 1, 2010 1. APPLICANT ORGANIZATION: Agency Name: United Way Silicon Valley Street Address: 1400 Parkmoor Avenue, Suite 250 City: San Jose State: CPS Zip: 95126 Executive Director: Carole Leigh Hutton Phone No: (408) 345 -4302 Fax No: (408) 345 -4301 E -Mail: clhutton @uwsv.org Is this a faith -based organization: 2. PROJECT NAME: 2 - 1 - 1 Santa Clara County Project Address /Location: 1400 Parkmoor Avenue, Suite 250, San Jose, CA 95126 Contact Person: Jacqueline de Title: Grarts Manager Guzman Phone No: (408) 345 -4350 Fax No: (408j 345 -4301 E -Mail: jdguzman @uwsv.org Brief Project Description: 2 -1 -1 Santa Clara County is a 24/7 non - emergency, confidential, 3 digit phone number, authorized by the California Public Utilities Commission for use within the County of Santa Clara, that provides streamlined access to critical health and human services information and referrals at no fee to the caller, daily and during times of disaster. Services Provided: Housing services that are directed toward providing renter and /or owner occupied housing units for clients Housing counseling Senior services Employment training Domestic violence support Housing discrimination Comments: 2 -1 -1 SCC provides streamlined access to critical health and human services information and referrals, at no fee to the caller. The database offers a comprehensive variety of information and services which address the many needs of the residents in the community, including: MClothing, Food, Personal Goods and Services ADisaster Planning, Response, and Recovery ADrug and Alcohol Treatment REmployment Services and Financial Assistance REducation and Training A- AFamily, Individual, and Community Services 1�, Health, Fitness, and Environmental Services ., Housing, Shelter and Transportation w, Employment and Income Support 3. FUNDS REQUESTED: $4,000 TOTAL PROJECT COSTS: $800,000 Cost Per Service Unit or Per Client: Funds Allocated from Cupertino for FY 09/10: $2,000 Funds Received in FY 08109: $2,000 27-73 Number of proposed unduplicated Cupertino beneficiaries: NaN Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median income: 0 -30% (E)tremely low). rVa 31 -50% (Very low): n/a 51 -80% (low): nla 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.). 2 -1 -1 SCC is a toll -free 3 -digit calling code set aside for health and human service information and referrals. It is available 2417 in over 170 languages, with calls being answered by trained and certified call specialists. Information is also available through the website at www.211SCC.org. 2 -1 -1 SCC offers information on a broad range of services: housing, shelter assistance, financial literacy, child and elder care, after school programs, mental health and many other resources. In participation with the Santa Clara County Office of Emergency Services, 2 -1 -1 SCC is being integrated into the regional disaster response plans. During times of wide- spread disaster, 2 -1 -1 SCC becomes a vital information conduit for the public, as most recently seen with South County phone outages and the H1 N1 (Swine Flu) activations. From utility and food assistance to childcare and aging referrals and disaster rumor control, 2 -1 -1 SCC cuts through the red tape and connects real people with real services. Funding from the City of Cupertino will support increased community outreach, database development, public information campaign, and program management and operations. 2 -1 -1 Santa Clara County provides this service to the countys 1.7 million people; this includes the City of Cupertinos 50,456 residents (about 3% of the county population). During the calendar year of 2009, the 2 -1 -1 SCC call center assisted over 27,575 callers and provided more than 33,084 referrals. In addition, the www.211scc.org website had 375,434 database searches. It differs from 4 -1 -1 in that the caller does not have to know the name of the agency they want to contact; 2 -1 -1 identifies the type of service and the best location for the caller. With 2 -1 -1, the call center specialist is AIRS certified and specially trained to ask pertinent questions in order to make the best possible referral. The caller can also receive multiple referrals for multiple services with one call. Besides individual callers, many professional service providers and local employers utilize the service, referring their clients or staff to 2 -1 -1 to access information on additional beneficial services. Because 2 -1 -1 is a confidential and anonymous service, we are unable to pr oject, track and provide information H unduplicated use. The call specialist will ask if they can record caller information, i.e. gender, age, income level, ethnicity, zip code, family structure /makeup, but the caller does not have to provide any personal information. `While some personal data is able to be collected, the gap bet the number of responses to the number of calls does not provide significant demographic data. The type/need of tha request is r eccrded and usually the zip code of t he caller. 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? During the calendar year of 2009, the 2 -1 -1 SCC call center assisted over 27,575 callers and provided more than 33,084 referrals. In addition, the �vww.211scc.org website had 375,434 database searches. In 2009, the call center received 265 calls from Cupertino residents, a 37% i ncrease fronn 2006. in 2009, the 2 - 'i -1 SCC operations focused on three primary objectives: - Continued development and vetting of the 2 -1 -1 SCC database, thus maintaining/ improving program quality assurance. - Public information campaign, with special emphasis on isolated and vulnerable populations and law enforcement outreach. - infrastriictu:re and capaci_; L--i "J , 2 1 -1 SCC 2 -1 -1 SCC provides streamlined access to critical health and human services information and referrals, at no fee to 27-74 the caller. The database offers a comprehensive variety of information and services which address the many needs of the residents in the community, including: - Clothing, Food, Personal Goods and Services - Disaster Planning, Response, and Recovery - Drug and Alcohol Treatment - Employment Services and Financial Assistance - Education and Training - Family, Individual, and Community Services - Health, Fitness, and Environmental Services - Housing, Shelter and Transportation - Employment and Income Support During Fiscal Year 2010111, UWSV will focus on expanding the development of 2 -1 -1 SCC in three primary areas: 1.) Community Outreach and Database Development: To address the crucial need of populating the 2 -1 -1 SCC database with new and expanded resources, UWSV will continue community outreach to identify programs and services. All data entered into the 2 -1 -1 SCC database must be properly vetted. Vetting of agencies and their services includes categorizing and describing services, using a specific taxonomy. Data collected through 2 -1 -1 SCC is also valuable in identifying gaps in services and unmet needs, helping to shape future services. To date, the 2 -1 -1 SCC database contains: - 930 Agencies in the Call Center Database (Vetted and Un- Vetted) - 350 Agencies Completely Vetted in the Entire Database and available on website - 6,000 Programs (Agency, Site, Service) Completely Vetted in the Entire Database - 375,434 website searches in calendar year 2009 2.) Public Information Campaign (PIC): UWSV has a comprehensive and strategic PIC, utilizing a variety of print collateral and engagement with local media. The PIC is kE!y to connecting people and the service community to 2 -1 -1 SCC. It will be broadened in order to better serve vulnerable and disadvantaged populations normally missed by mainstream media, as well as to build public awareness for access during times of disaster. Within the service sector, we will educate and provide instructions on properly accessing and utilizing the 2 -1 -1 online database. The PIC promotes and utilizes the 2 -1 -1 SCC database for se. providers, assisting case managers to find updated community resources for their constituents. This efficient system systematically connects individuals and families to additional services. Learning and knowing how to utilize 2 -1 -1 becomes a valuable resource and tool for commur members, empowering them to help themselves. 3.) Disaster Preparedness: In times of wide - spread emergency or disaster, 2 -1 -1 SCC becomes the information conduit for access to health and human services. People who depend upon any variety of health and human services are more vulnerable during times of disaster. 2 -1 -1 SCC can enhance public safety, crisis recovery efforts, serve as a conduit for the dissemination of vital information, and m�:bilize large numbers of volunteers through partnerships with community -based organizations in Santa Clara County. 2 -1 -1 SCC, in participation with the Santa Clara County Office of Emergency Preparedness, will be integrated intc the regional disaster response plans, and recently, participated in the Countys Golden Guardian disaster response exercise. We have seen the benefit of the 2 -1 -1 service in other areas of the United States, most recently Juring the San Diego wildfires. We have only just begun to develop and utilize the potential of 2 -1 -1 SCC in times of emergency and disaster. 6. PROJECT MANAGEMENT Briefly describe how the project will be managed and administered, including proposed staff time and staff functions. 2 -1 -1 Santa Clara County is a program within United Ways Community Building and Impact Department. Key staff includes: Amari Romero- Thosmgas, Senior Vice President, Community Building and € mpact (.15 FTE), brings to U'A'SV a diverse background of talent and knowledge in the nor rpr� :fit and private sectors. She joined. UWSV in 2005 and facilitated the development and launch of the Community Impact Str_tegies, Priority Focus Areas, RFP process for the new partner agency funding structure. She also lead the development, implementation and launch of 2 -1 -1 SCC 27 - 75 (2111107). Before joining UWSV, She served as Executive Director for Sacred Heart Community Service and was a Senior Consultant for Compass Point Nonprofit Services. Kim Ferm, 2 -1 -1 SCC Director (1.0 FTE), worked as a Department Director at West Valley Community Services before joining UWSV in October 2008. She oversaw all direct client services, internship programs, grant writing and contracts management. Before that, she was the executive director of Cupertino /Sunnyvale Senior Day Services, a program providing activities to seniors with dementia, stroke, depression and other chronic illnesses. She has a BS degree in Health Science /Health Care Management and a minor in Gerontology, is a member of the Los Gatos Morning Rotary club and a graduate of Leadership Cupertino. Richard Vega, 2 -1 -1 SCC Program Manager (1.0 FTE), brings 13 years of experience in non- profit services. He coordinated the delivery of intervention services aimed at children and families throughout the Bay Area and Central Valley regions. As the Emergency Response Program Director with Community Overcoming Relationship Abuse, he enhanced the delivery of 24-hour critical incident and advocacy response to situations involving domestic violence. Most recently, he was responsible for oversight of the Volunteer Centers core services and served as a key contact for county -wide Emergency Volunteer Management efforts. Currently, he manages the 2 -1 -1 SCC database, website and oversees the call center. 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. United Way Silicon Valley (United Way), established in 1922, is a 501(c) 3 health and human service agency serving the people of Santa Clara County. United Way is an affiliate of the United Way of America. Over the last six years, United Way has undergone a transformational process to become a Community Impact organization, aligning its activities and funding decisions with impact strategies through effective planning, evaluation, and communications systems and processes. United Way Silicon Valleys mission is to improve lives by mobilizing the caring power of the community. Our vision is that every person is fully capable of participating and flourishing in his/her family, neighborhood and community. Our message: Underneath everything we are, underneath everything we do, we are all people. Connected, interdependent, and united. And when we reach out a hand to one, we influence the condition of all. Thats what it means to LIVE UNITED. United Way Silicon Valley is working to advance the common good by focusing on three areas', ') ':E cor; e: Promoting financial stability and independence; 2) Educa:io:: Helping chi €dren and youth achieve their potential; and 3) Health: Improving peoples health. These are the building blocks of a good life -a quality education that leads to a stable job, enough income to support a family through retirement, and good health. Under the education area, U`vVSV is helping children and youth achieve their potential by making investments in programs that support their development. The Alternative Education Collaborative is an effort to improve the educational options and outcomes for disengaged and out -of- school youth throughout Santa Clara County, with an Emphasis on youth from high economic need areas. Under the income area, UWSV is promoting financial stability and independence by making investments in programs .hat help i adult €EVEng skills and support basic needs. These progrzms include the Emerge;,cs Assistance Network and Financial Stability Partnership. The Emergency Assistance fretwork assists individuals and families facinc eviction, utility disconnection, hunger, and other life necess ities by providing one -time assistance to qualified recipients through a netvra1 of organizations. The Financial Stability Partnership hip initiative is focused on realistic solutions that increase fina-riciai stability ar long -term eccncmi^ ; ndependence for ind ,Aduals and families. The partnership is designed around three steps: Increase Income, Build Savings and Gain/Sustain Assets. Under the health area, UWSV is improving people's health by making investments in programs that increase access to health care and offer counseling amd support, as well as invests in a target program, Covering California's Children. This program engages policy leaders at the local and slate ievei to help address important community needs, such as securing health insurance coverage for ail children. Previous to launching 2 -1 -1 SCC, UkA/SV operated an information and referral service called First Call For Help for 30 years. It assisted callers to access information on services throi.Pghout the county. UWSV tested the 2 -1 -1 SCC 27 -76 service in December 2006 and officially launched it on February 11, 2007. 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. The last audit of United Way Silicon Valley was for FY 08/09 and was conducted /completed September 28, 2009. No findings or concerns have been cited in the audit or in the accompanying management letter. ?7.77 9. SOURCES OF FUNDS ANTICIPATED Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) FOR THIS PROJECT: SOURCE ESTIMATED AMOUNT I 3rd I 4th ITotal STATUS City of Cupertino $4, 000 Application Pendin County of Santa Clara $150,00 Application f 2 -1 -1 Call Report pendi City of San Jose $100,00 Application pendi Other Municipal Funding $48,00 Application pendin Kaiser Northern California $50,00 Application Community Outreach pendi FIRST 5 Santa Clara Count $50,00 Application pendi Kaiser Santa Clara $25,00 Application pendin Kaiser San Jose $25,00 Application -1 -1 SCC collateral; schedule for pendin PG & E $15,00 Application pendin Federal HHS /Labor $100,00 Application 1 1 1 1 pendin Other Foundation Funding $33,00 A lication pendin United Way Targeted Investment $200,00 A lication pendi Estimated Total Project Cost: $800,00 10. PROJECT WORK PLAN: CHART A Use this table to list activities that benefit a specific and measurable number of clients. Are you reporting number of Persons or Households? Households Specific Activities Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) Clients For Each Quarter 1st I 2nd I 3rd I 4th ITotal (Use Specific Numerical Data When Quantify When Possible Pass €txlei Total Beneficiaries: 2nd I 0 CHART B Use this table to list general activities die, brochures distributed, seminars offered, advertisements run). i Benchmarks For Ea Products or 11 tlestones to be accomplished Quarter Specific Activities (Use Specific Numerical Data When Quantify When Possible Pass €txlei I st 2nd 3rd 4th j Tatal; f 2 -1 -1 Call Report Submission of 2 -1 -1 SCC call report Identify city staff responsible for city program 1 i, Community Outreach information to be included in the 2 -1 -1 database; Set /hold meeting with city staff /voWinteers on how to utilize 2 -1 -1 SCC a Work with city staff, identify via placement of 1 1 1 Public information Campaign -1 -1 SCC collateral; schedule for replenishment and work with city Sta,i cn - 'r , to and link on city webSrie Disaster Communication Efforts Maintain infrastructure to provide i ^formatrcn 1 1 1 1 rho - , ,,,, ,,, .,,;�„ during a disaster - o.,� _t,,: r 27-78 BUDGET For Amount Requested FY 2nnnignin Category Budget For Year SALARIES: Personnel $2 Benefits $ OFFICE EXPENSE: Rent T elephone/Fax Printing $ T ravel $ Utilities Office Supplies $ Postage Equipment Maintenance /Repair PROJECT EXPENSES: A ccounting Services A uditing Fees Insurance D avis Bacon Compliance PROJECT CONSTRUCTION: Ap praisal E ngineering Services A rchitectural/Design Acquisition A DDITIONAL EXPENSES (Qty) 2 Call Center Operations $1,60 Administrative Overhead $40 TOTAL: Fees to be Uploaded c Click here if you will upload your Annual r-% A or 9 0 Click here if you will upload your Insurance Endorsement. o Other document to upload: 2 -1 -1 SCC i n 1 iiCi Bights Omer document to upload: Other document to upload: Currently Attached Files �i ' ; : 4 00a,"7ents are not uploaded, then they roust be mailed to the Vera G!! City or Cj! pertilio Program Manager Signature larqueline de Guzman Date Signed 27-79 City Approval Signature Date Signed Vera Gil 03/08/2010 27-80 CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SEVENTH YEAR FUNDING CYCLE FY 2010/2011 STANDARDIZED APPLICATION FOR FUNDING Due March 1, 2010 1. APPLICANT ORGANIZATION: Agency Name: West Valley Community Services (WVCS) Street Address: 10104 Vista Drive City: Cupertino State: CA Zip: 95014 Executive Director: Naomi Nakano - Matsumoto Phone No: (408) 255 -8033 Fax No: (408) 366- 6090E -Mail: naomin @wvcommunityservices.org x301 Is this a faith -based organization: No 2. PROJECT NAME: Affordable Placement Program Project 10104 Vista Drive - Cupertino CA 95014 Address /Location: Contact Person: Saron Savoy Title: Program Manager, Housing Services Phone No: 408 } (408) 255 -8033 Fax No: ( ) 366 -6090 E -Mail: saron s@wvcommunityservices "org; Brief Project Description: WVCS has successfully implemented the Affordable Housing Program (AHP)for the City of Cupertino in the past 16 years. The AHP is comprised of administrating the Cupertino Below Market Rate (BMR) rental and sales programs. Services Provided: Housing services that are directed toward providing renter and /or owner occupied housing units for clients tom M e.t J. 3. FUNDS REQUESTED: $106,250 Funds Allocated from Cupertino for FY 09/10: $74,750 Number of proposed unduplicated Cupertino raenefi :ia ev; 220 Number of proposed unduplicated Cupertino benenf ciariac at or i 0 -30% (Extremely low): N/A 31 -50% (Very low 140 TONAL PROJECT COSTS: $207,928 Cost Per Sertiice Unit or Per Client:$f82 Funds Received in FY 08/09: $65,000 ?e;ow current countywide median income: 51 -80% (low): 60 4. PROJECT DESCRIPTION AND NUMBER 01 UNDUPLICA CLIENTS SERVED: Provide a brief description of the specific prc ect EJei u proposed. This description should clearly state whit he project intends to provide or accomplish and the specific activities for which funds will be used. It should describe the City of Cupertino tclrr..::t population and qevyrat:iI FE L) itj icS v1 iarGci areas Ai5�i indicate the specific tyke and number of total unduplicated project beneficiaries (e.g. 50 lower income families, 25 homeless persons, 100 lower income households, etc.). According to the City of Cupertino General Plan, it is estimated that 1,547 households in Cupertino are considered very -low income and 801 households are low- incorne. Overall, it states that in 2005 at least 1,651 of these lower income households are overpaying for housing (paying more than 30% of their income). Many residents are one Pc.•[ici;I{ a way fi f1GtFre eSS::..S -S; ec'eb: E ,•rCie:°- ,siGa:a ::E :d themselves lllthis s4umflon, r.t.� +:i.,::.,: -- Cal;` housing available to the vvoat vaucv U0111i:Tiutiiiv .Services, il1c. (Vvvi audieSSes the heeds !or aii e i! / ii i:omeiess to :itCueratc- inooi1le lltc!l1lJGIa in our colflltfti!lfly vVNCS has atiCCeJStutly implemented thef- ZffOCda(r'!e n' -S1 Housing Program for the City of Cupertino for the past sixteen years. The WVCS Affordable Housing Program administers the Cupertino Below Market Rate (BMR) Rental Program and Sales Program. The BMR Rental Program places low and very low income residents in over 144 BMR rental units. VVVCS documents eligibility and maintains an open working waiting list for prospective tenants. VVVCS re- qualifies all tenants on the anniversary of their move -in date or when the HUD guidelines are announced. WVCS also screens and places eligible seniors into affordable units identified by the City. Currently, WVCS manages 10 units at Chateau Cupertino. It is anticipated that WVCS will serve 250 very-low and low income renters. The BMR Sales Program identifies, qualifies and places median and moderate income home buyers. WVCS qualifies and maintains a waiting list for future sales projects. WVCS also administers any resale of BMR purchased units to appropriate qualified buyers. WVCS staff conducts annual residency verifications and audits. It is anticipated that WVCS will qualify and place 10 -15 median and moderate income households in ownership housing. WVCS continues to create and distributes outreach materials to publicize the availability of all Affordable Housing Programs. VVVCS staff provides annual updated BM R informational brochures and statistical information to the City and the public. Staff works with the Housing Commission to ensure that the Program follows City goals and objectives on a continuous basis. Do to the nature of the affordable housing crisis in the Silicon Valley, WVCS not only works to place households in the BMR Program but offers information and referral to find appropriate housing for all populations. 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? Each potential participant is carefully screened to ensure they qualified based on the guidelines set by the City of Cupertino. The Affordable Housing Program objectives are: -To provide & maintain an adequate supply of residential units for all economic segments; -To provide support to the City of Cupertino to meet their goals for affordable housing; -To advocate for housing that is affordebie for a diversity of Cupertino households; -To assist the participants with finding affordable secure housing. -144 BMR rental units will be oi�cupied; - Maintain BMR sales waiting list and notification list. -All BMR rental units & sales homies - will be verified annually; VNVCS Cupertino Below Nfilar ket Rate Program turther the goals stated in the Cuper tit-13 General Plan: Goal A - An adequate supply of residential units for all economic segments; Goal B Housing that is affordable for a diversity of Cupertino households. G. PROJECT MAN � ENO EN T Briefly describe how the prcjpct �� ill be managed and administered, including proposed staff time and staff functions. Department Director (20 %,: OL11reach to the community. Find new and prospective opportunities for BMR waitlist. Oversee the BMR process ar °d :he Properiv Administrator. Oversee Audits on the Property Administrator work and the waitlist for accuracy'. Property Administrator (SG u): mca, -iagos all aspects of the Affordable Housing Program; conducts intake, assessment and placement of applicants: maintains suitable waiting list; develops and publish outreach materials; ensures compliance with local, state and federal regulations; maintains statistics for reports and funding; completes funding requests and reports; conducts annual audits & trainings; advises City staff & Housing Commission on Program and community front s'n =ed pro-p% es support sei tikes: cotrtn"iunity outreach, community relations. Screen �'�•! nt^ �. iii Bl�a� vui�. uu 27-82 7. AGENCY DESCRIPTION AND PREVIOUS C "MG, HOME OR ESG ACCOMPLISHMENTS: Please give a brief general description of your agency anJ 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. For the past 36 years, WVCS has been the primary source of emergency services for families and individuals in the West Valley area, which consists of West San Jose, Cupertino, Los Gatos, Monte Serena and Saratoga. Programs include a Food Pantry, Clothing Vouchers, Emergency Cash Assistance, Homeless Shelter, Transitional Housing and Below Market Rate Housing. Last year, over 6,000 individuals utilized WVCS programs. WVCS has successfully implemented the Affordable Housing Program for the City of Cupertino for the past fifteen (16) years. The WVCS Affordable Housing Program consists of administering the Cupertino Below Market Rate (BMR) Rental Program and Sales Program. During FY 08 -09 255 persons were placed in BMR rental units and / or the waitlist. Also, 14 households purchased a BMR owne• ship unit and an additional 1 households are near closing. WVCS is a community based organization and places an emphasis on community involvement. We seek the feedback from the service population with periodic client surveys. Case managers receive input from clients and share them with all program staff on a regular basis. Additionally, WVCS is a small agency where Program Managers and the Executive Director come in daily contact with clients. This allows for direct community communication with WVCS management. Through immediate and ongoing assistance and the continuum of care, WVCS will continue to improve the general welfare of all economic segments and the diversity of our service area. 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 mamigement letter particularly any pertaining to the use of CDBG funds. Also, describe any actions taken to correct identified findings or concerns. 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. WVCS has received a clean audit with no accompanying management letter for the FY 2008/2009. 2' -83 9. SOURCES OF FUNDS ANTICIPATED Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) FOR THIS PROJECT: SOURCE ESTIMATED AMOUNT STATUS City of Cupertino $106,250 Application Pendi City of Cu ertino -CDBG $74,75 Maintain active waiting list and all units occupied. Earned income $10,OOC Anticipated WVCS donations - groups, special vents, etc. $16,92 3 3 Estimated Total Project Cost: $207,92 On -going 10. PROJECT WORK PLAN: CHART A Use this table to list activities that benefit a specific and measurable number of clients. Are you reporting number of Persons or Households? Persons Speck Activities Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) Clients For Each Quarter 1st I 2nd I 3rd I 4th Total Process applications (interviews & recertification) BMR rental & sales. Keep adequate households for vacancies 65T 57 60 6 250 r To be done on an on - going basis (minimum of 1 tinie per ear) Maintain active waiting list and all units occupied. To be run quarterly following HUD release dates. 1 1 77 4 Audit participating rental c omplexes & sales units On- going 3 3 ; � 1 i Work wlHousing Commission to advocate according to City goals for affordable housing, attend meetings, doing research, etc. On -going 3 3 12 Monitoring On- going:order and review lot books, certify and re-qualify clients 50 1 601 55 6T 225 school districts, comrr un,t„ J Total Beneficiaries:' 1 Tgf CHART B Use this table to hist general activities re, brochures distributed. senlinars offered, advertiseme sts run). Specific Activities n T . iFvoducfa or 1 to be accomplished' (Use Specific Numerical Data When Possible) Benchmarks For Each quarter Q uan #ify When Possible 'is# 1 2nd 3rd I 4th ITotal Provide PR for BMR Program r To be done on an on - going basis (minimum of 1 tinie per ear) [ 4 } p .__ U informat,:r_,,,a, r�akct annually (i.e. applicaiiDti, Ei iioids, � etc. To be dons � ��� annually ,ollowing HUD release 'dates. ; � 1 i Distribute packets t• app, location for BMR sales waiting listldates. o be core ,a, ...wally following HUD release ` e 35 ^ 50!� 1 j ..1V� � w./�.Jv opening. (i.e. library, of y ; a =l school districts, comrr un,t„ J E centers, PG &E, etc.) 27 -344 BUDGET For Amount Requested FY 2009/2010 Category Budget For Year SALARIES: P ersonnel $74,75 Benefits $11,50 O FFICE EXPENSE: Rent elephone/Fax Printing $2 T ravel Utilities Office Supplies $2,5Q Postage $2,50 Equipment Maintenance /Repair $2,50 PROJECT EXPENSES: A ccounting Services A uditing Fees $10,00 Insurance Davis Bacon Compliance PROJECT CONSTRUCTION: A ppraisal E ngineering Services Ar chitectural/Design A cquisition DDITIONAL EXPENSES (Qty) 0 TOTAL $106,25 Fifes to be Uploaded Curreni_ly Attached Files a Click here if you will upload your Annual Audit Reoort 2009pdf Audit or 990. CI }Cli here if J • Gta vv upload Our ti v J r'' „S , Dr. .. . Certificates - City of Cupertino.pu� l V 1111 Insurance Endorsement. E Other document to upload: Other document to upload: Other document to upiowc': If these documents are not uploaded, then they must be ,mailed to the Vera Gil City of Cuper uno Program !Manager Signature Saran Savoy Date Signed 03/16/2010 Cit. Apprevai Signature Vera Gil vSie .signed 27 - 05 CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SEVENTH YEAR FUNDING CYCLE FY 2010/2011 STANDARDIZED APPLICATION FOR FUNDING Due March 1, 2010 1. APPLICANT ORGANIZATION: Agency Name: West Valley Community Services (WVCS) Street Address: 10104 Vista Drive City: Cupertino State: CA Zip: 95014 Executive Director: Naomi Nakano- Matsumoto Phone No: (408) 255 -8033 Fax No: (408) 366- 6090E -Mail: naomin @wvcommunityservices.org x301 Is this a faith -based organization: No 2. PROJECT NAME Affordable Placement Program Project 10104 Vista Drive - Cupertino CA 95014 Address/Location: Contact Person: Saron Savoy Title: Program Manager, Housing Services Phone No: ( 255 -8033 Fax No: (408) 366 -6090 E -Mail: sarons @wvcommunityservices.org; Brief Project Description: WVCS has successfully implemented the Affordable Housing Program (AHP)for the City of Cupertino in the past 16 years. The AHP is comprised of administrating the Cupertino Below Market Rate (BMR) rental and sales programs. Services Provided: Housing services that are directed toward providing renter and /or owner occupied housing units for clients QrYirllGl iCJ. 3. FUNDS REQUESTED: $106,250 Funds Allocated from Cupertino for FY 09/10: $74,750 Number of proposed unduplicated Cupertino beneficiaries: 220 Number of proposed unduplicated Cupertino beneficiaries at or 1 0 -30% (Extremely low): N/A 31 -50% (Very low): 140 TOTAL PROJECT COSTS: $207,928 Cost Per Service Unit or Per Client:$482 Funds Received in FY 08/09: $65,000 )elow current countywide median income: 51 - 80% (Iow): 60 4. PROJECT DESCRIPTION AND NUMBER OF UNDUPLICATED CLIENTS SERVED: Pro01de a brie; description of the specific project being proposed. This dCsc, ipdon shouid cleariy state what the project intends to provirye or accomplish and the specific activities for A ch 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 ir�cot'<<e is ;i ;iliLs, 25 horneless persons, 100 lower income households, etc.). According to the City of Cupertino General Plan, it is estimated that 1,547 households in Cupertino are considered very -lour income and 801 households are low- income. Overall, it states that in 2005 at least 1,651 of these lower income households are o verpaying for housing (paying more than 30% of their income). Many residents are one navThoric 2-..2 1 � from noomelessne C J .. .. .. Pest `/alley Community Services, Inc. ( addresses the neeus fc�r aff A ordable housing available to the homeless to moderate - income members in our community. VVVCS has successfully implemented the Affordable 27-86 Housing Program for the City of Cupertino for the past sixteen years. The VVVCS Affordable Housing Program administers the Cupertino Below Market Rate (BMR) Rental Program and Sales Program. The BMR Rental Program places low and very low income residents in over 144 BMR rental units. WVCS documents eligibility and maintains an open working waiting list for prospective tenants. WVCS re- qualifies all tenants on the anniversary of their move -in date or when the HUD guidelines are announced. WVCS also screens and places eligible seniors into affordable units identified by the City. Currently, WVCS manages 10 units at Chateau Cupertino. It is anticipated that WVCS will serve 250 very -low and low income renters. The BMR Sales Program identifies, qualifies and places median and moderate income home buyers. WVCS qualifies and maintains a waiting list for future sales projects. WVCS also administers any resale of BMR purchased units to appropriate qualified buyers. WVCS staff conducts annual residency verifications and audits. It is anticipated that WVCS will qualify and place 10 -15 median and moderate income households in ownership housing. WVCS continues to create and distributes outreach materials to publicize the availability of all Affordable Housing Programs. WVCS staff provides annual updated BMR informational brochures and statistical information to the City and the public. Staff works with the Housing Commission to ensure that the Program follows City goals and objectives on a continuous basis. Do to the nature of the affordable housing crisis in the Silicon Valley, VVVCS not only works to place households in the BMR Program but offers information and referral to find appropriate housing for all populations. 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? Each potential participant is carefully screened to ensure i. qualified based on the guidelines set by the City of Cupertino. The Affordable Housing Program objectives are: -To provide & maintain an adequate supply of residential units for all economic segments; -To provide support to the City of Cupertino to meet their goals for affordable housing; - To advocate for housing • *.hit iJ affordable for G diversity cf Cupertino households; -To assist the participant's :r iih finding affordable secure housing. -144 BMR rental units .^.gill be :occupied; - Maintain BMR sales waiting list and notification Iist. -All BMR rental uni s sales homes Vail! be verified annually; VVVCS Cupertino E�elovv Mi�arket Rate PCOaram further the goals stated in the Cupertino General Plan: Goal A - An adequate supply of residential units for all economic segments; Goal B Housing that is affordable for a diversity of Cupertino househo':dG. 6. PROJECT MANAGEMENT functions. Brief) describe t:. : o �c, '.rill '.e � � aria g p -- p - ` ime and staff Briefly �� -ol . a � `, ` h get) and ad ministere d, in �v �:8�: _ .�'� �„ Department Director ( %) ": outreach to the community. rind new and prospective opportunities for BMR waitlist. Oversee the BMR process and fhe Property administrator. Oversee Audits on the work and the waitlist for accuracy. Property Administrator (80/0): manages all aspects of the Affordable Housing Program,; conducts intake, assessment and placernent of applicants; maintains suitable waiting list; develops and pubiish outreach materials; ensures compliance with local, state and federal regulations; maintains statistics for reports and funding; completes funding requests and reports; conducts annual audits & train pings; advises City staff & 'Housing Cormission on Program and community trends /needs; provides support s rvices: community outreach co mmunity relatinnc Screen Ij B iG and lace all ,r", , sales and rental applicants . 27-87 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. For the past 36 years, WVCS has been the primary source of emergency services for families and individuals in the West Valley area, which consists of West San Jose, Cupertino, Los Gatos, Monte Sereno and Saratoga. Programs include a Food Pantry, Clothing Vouchers, Emergency Cash Assistance, Homeless Shelter, Transitional Housing and Below Market Rate Housing. Last year, over 6,000 individuals utilized WVCS programs. WVCS has successfully implemented the Affordable Housing Program for the City of Cupertino for the past fifteen (16) years. The WVCS Affordable Housing Program consists of administering the Cupertino Below Market Rate (BMR) Rental Program and Sales Program. During FY 08 -09 255 persons were placed in BMR rental units and / or the waitlist. Also, 14 households purchased a BMR ownership unit and an additional 1 households are near closing. WVCS is a community based organization and places an emphasis on community involvement. We seek the feedback from the service population with periodic client surveys. Case managers receive input from clients and share them with all program staff on a regular basis. Additionally, WVCS is a small agency where Program Managers and the Executive Director come in daily contact with clients. This allows for direct community communication with WVCS management. Through immediate and ongoing assistance and the continuum of care, WVCS will continue to improve the general welfare of all economic segments and the diversity of our service area. 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. 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. WVCS has received a clean audit with no accompanying management letter for the FY 200812009. 27-88 9. SOURCES OF FUNDS ANTICIPATED Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) FOR THIS PROJECT: SOURCE ESTIMATED AMOUNT STATUS City of Cupertino $106,250A li�:ation Pendin City of C ertino -CDBG $74,75 1 1 T1 4 Earned income $10,00 Anticipated WVCS donations - groups, special events, etc. $16,92 Work wlHousing Commission to advocate according to City goals or affordable housing, attend meetings, doing research, etc. Estimated Total Project Cost: $207,92 1 3 10. PROJECT WORK PLAN: CHART A Use this table to list activities that benefit a specific and measurable number of clients. Are you reporting number of Persons or Households? Persons Specific Activities Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) Clients For Each Quarter 1st I 2nd I 3rd I 4th ITota Process applications (interviews & recertification) BMR rental & sales. Keep adequate households for vacancies 60 1 651 6d 6N 250 Quarter Maintain active waiting list and all units occupied. To be run quarterly following HUD release dates. 1 1 T1 4 1st 2nd Audit participating rental complexes & sales units On- going 3 1 1 3 Work wlHousing Commission to advocate according to City goals or affordable housing, attend meetings, doing research, etc. On -going 3 1 3 1 12 a Monitoring On- going: order and re tiew lot books, certify and re-qualify clients 50 1 60 55 6 225 Update informational packets ctal 4c ei eciaries: { L 494 CHART B Use this table to list general activities iia, broc: eras u:isiribufed, seminars offered, advertisements run). 27 - 89 Benchmarks For Each Products or Milestones to be accomplished Specific Activities (Use Specific Nurnericai Data titfhen Quarter Possible) Quantify When Possible 1st 2nd 3rd 4th Tote:; Provide PR for BMR Program To be done on an orrgoir3cd oasis (rrii;,irnum of 1 1 1 1 a times per year Update informational packets To be done annua':iy `oilc)wina HUD release { annuo f %i.�. appl ication , trifOldS dates. vJebsiie, etc. ii i l Distribifte packets to appropriate To be done ann;.jaii } - .. _ H'JI rein 35 3u 6 r i loca. ion nor BMR sales wa lLing list dates. lopening. (i.e. library, city ha il, ► (school districts, community ( centers, PG &E, etc, 27 - 89 BUDGET For Amount Requested FY 2009/2010 Category Budget For Year SALARIES: Personnel $74,75 B enefits $11 OFFICE EXPENSE: Rent T elephone/Fax P rinting $2 Travel U tilities O ffice Supplies $2,50 Postage $2,50 Equipment Maintenance /Repair $2 PROJECT EXPENSES: Accounting Services A uditing Fees $10,00 Insurance Davis Bacon Compliance PROJECT CONSTRUCTION: Ap praisal E ngineering Services Ar chitectural/Design Acquisition DDITIONAL EXPENSES (Qty) 0 TOTAL: $106 Files to be Uploaded Currently Attached Files O Click here if you will upload your Annual Audit Report 2009.pdf Audit or 990. G Click here if you wili upload your WVCS Renewal Certificates - City of Cupertino.pdf Insurance Endorsement. L Other document to upload: E Other document to upload: Other document to upload: If these documents are not uploaded, then they must be mailed to the Hera Gil City of Cupertino Program Manager Signature Saron Savoy Date Signed 03/16/2010 City Approval Signature Vera GO Date Signed 03/16/2010 27 -90 CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SEVENTH YEAR FUNDING CYCLE FY 201012011 STANDARDIZED APPLICATION FOR FUNDING Due March 1, 2010 1. APPLICANT ORGANIZATION: Agency Name: West Valley Community Services (1M'CS) Street Address: 10104 Vista Drive City: Cupertino State: CA Zip: 95014 Executive Director: Naomi Nakano Matsumoto Phone No: 408-255-8033 ext Fax No: 408 -3 -6090 E- Mail: naomin @wvcommunityservices.org Is this a faith -based organization: No 2. PROJECT NAME: Rotating Shelter Program Project 10104 Vista Drive - Cupertino CA 95014 Address /Location: Contact Person: Sujata Title: Program Manager Venkatraman Phone No: (408) 255 -8033 Fax No: 408 -366 -6090 E -Mail: sujathav @wvcommunityservices.org; x103 Brief Project Description: The Rotating Shelter program provides shelter, meals, intensive case management and a wide variety of support services. The shelter program can accommodate fifteen (15) participants per night and participants can stay up to ninety (90) days. Services Provided: Housing counseling Shared housing Comments: 3. FUNDS REQUESTED: $24,050 TOTAL PROTECT COSTS: $173,558 Cost Per Service Unit or Per Client:$300 Funds Allocated from Cupertino for FY 09110: $20,913 Funds Received in FY 08/09: $20,913 Number of proposed unduplicated Cupertino beneficiaries: 80 Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median income: 0 -30% (Extremely low): 100 31 -50% (Very low): 51 -80% (fond): 4. PROJECT D ESCRIPTION AND NUMBER OF UNDUPLICATED CLIENTS SERVED: Provide a brie* description of the specific project being pr posed. This % escription should ciearly 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. 5C lower income families, 25 homeless persons, 100 lower income households, etc.). Skyrocketing rents throughout the region have made Santa Clara County the second worst housing market in the nation for low income renters, according to the 2003 San Jose Dept. of Housing Homeless Strategy. Even though L %= cost W, h-usiIng has decreased sornewhat with the 2008 recession, Santa Clara County rernains orle of the most e.erisi:-e rentallhousing markets in the nation. Add the dramatically increased unenployrinent rate, and it becornes 27 -91 apparent that the risk of becoming homeless and/or going hungry escalates for many low- income San Jose residents and their families. Although West Santa Clara County is often perceived as an affluent area with few serious issues related to economics, there are hidden and isolated pockets of poverty that are overshadowed and overlooked. Based on the 2009 Santa Clara Homeless Census and Survey, respondents indicated that not being able to afford rent was keeping them from securing permanent housing, and unemployment or no income was a major obstacle to obtaining housing. When respondents were asked what might have prevented them from becoming homeless, the top three responses were job training / employment assistance, rent / mortgage assistance, and alcohol / drug counseling. The request for this FY 2008 -09 is $24050. To provide shelter to 72 homeless men with adequate night supervision and case management, it is critical for WVCS is to keep up with the cost of living increase. 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? VVVCS RSP is the only year round shelter program serving west valley residents that provides a continuum of support services. The RSP participants receive nightly shelter, hot meals, and clothing, as well as intensive case management services. WVCS provides individual voice mail, monthly bus passes, and weekly laundry and other essential services. Essential Services that address the immediate needs of homeless residents and help them to become independent and secure permanent housing through: assistance in obtaining permanent housing, employment counseling, nutritional counseling, assistance in obtaining public benefits, job placement assistance, transportation assistance through staff salaries necessary to provide the services. Each potential participant is carefully screened to ensure they are alcohol and drug free, as well as ready to seek, find, and maintain employment. All applicants have no or very-low income. VVVCS focuses on the long -term goal of stabilization through extensive case management and providing supportive services. VVVCS provides a continuum of care to aid the individual with finding employment, permanent housing and acquiring savings. Through WVCS, participants can access the onsite Technology Center, private voicemaii, laundry services, medical care, dental care, optical care, counseling, transportation, and many various vouchers. VVVCS annual project outcomes are: 72 homeless men will receive shelter, food, and case management; 60% will find and /or maintain employment during their stay at the shelter; 6!1 /' :v iii find stabie housing upon leaving the shelter. 6. PROJECT MANAGEMENT Briefiv describe hoer,! the project will be managed and administered, including proposed staff time and staff function. Program Manager (60 %): conduct intake and assessment of applications; provide referrals; process applicants for admission; provide ongoing case management; ` , cvfid shelter and food; provide overnight supervision; provide support and referral for guest to gain employment; coordinate and meet with shelter host faith groups, Faith in Action; Program Asst. (40 %): Assist program manager with administrative and coordination of Rotating Shelter tasks and self zL. ficiencv training; solicit community resources fcr shelter guests (medical care work clothes, counseling, ctc,` and input all HMIS homeless data as required by the County of Santa Clara, The Shelter Supervisors (100 %): provide overnight supervision; provide referrals; provide ongoing peer support; ensure nightly comp,;iance with program policies and procedures. The Department Director (5 %): ensure Program compliance with funders and VVk /CS pciicies and procedures; volunteer coordination; community outreach and community relations; analyze case records; maintain program statistics and produce reports. The Executive Director (15 %), Bookkeeper (15 %), and Program Assistant (15 %): Provide operational and administrative support. D`� " ESE AE D F O 1' ��... �.,........ � i . izv :C , . Ea is G . • �•` r � vv v vu a S, t �v n` v�� �Vi� ri���7�'�If �!Z! fE�_ei�i•j ! �; 27-92 Please give a brief general description of your agency arnl the services provided. Also provide a brief description of your agency's a )perience in providing the proposed services. If previously funded, what where goals and accomplishments of CDBG projects. WVCS has a 15 -year history of collaborative work with community entities. WVCS Rotating Shelter is made possible because of the partnership with 11 churches and 1 synagogue and these faith based organizations provides the physical space for 15 homeless men. The faith based community, civic groups (i.e. Cupertino Rotary, etc.) and other community based organizations provide 3 meals per day as well as other resources. In addition, WVCS is an active member of the United Way Emergency Assistance Network, Santa Clara County Shelter Provider Network, Santa Clara County Homeless Collaborative, Second Harvest Food Bank and the Santa Clara County Safety Net.The Faith In Action (FIA) Rotating Shelter Program was established in 1993 at the request of local churches and has tremendous community support. The program is designed to provide services specifically called for in the Santa Clara County Consolidated Plan 2006 -2010 of preventing homelessness and shortening the time people are homeless through provisions of housing and supportive services. In FY 2008 -2009, WVCS served 72 shelter participants with a 71 % success rate of graduating clients achieving /maintaining employment, staying clean and sober, and transitioning into stable housing. 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. West Valley Community Services received a clean audit with no accompanying management letter for the FY 2008 -2009. 27-93 9. SOURCES OF FUNDS ANTICIPATED Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) FOR THIS PROJECT: SOURCE ESTIMATED STATUS TATUS City of Cupertino $24,05 lication Pendin City of San Jose ESG $40,00 Pendi City of Sunnyvale $10,00 ( Commited HUD $82,53 Commited FEMA $16,97 Commited 14 14 1 60 Total Beneficiaries: Estimated Total Pro Cost: $173,55 10. PROJECT WORK PLAN: CHART A Use this table to list activities that benefit a specirrc and measurable number of clients. Are you reporting number of Persons or Households? Persons Specific Activities Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) Clients For Each Quarter 1st I 2nd I 3rd I 4th ITotal Provide referrals and case management 72 homeless men will receive general jassistance 18T IN 1N 72 Emergency shelter provided provide emergency shelter to 60 men 15 14 14 1 60 Total Beneficiaries: 1 132 CHART B Use this table to list general activities die, brochures distributed, seminars offered, advertisements run). Products or Milestones to be accomplished Benchmarks For Each Quarter Specific Activities (Use Specific Numerical Data When Quanti When Possible Possible) 1st I 2nd I 3rd I 4th jTotal 27-94 BUDGET For Amount Requested FY 2009/2010 Category Budget For Year SALARIES: Personnel $24,05 Benefits OFFICE EXPENSE: Rent T elephone/Fax Printing T ravel Utilities Office Supplies P ostage E quipment Maintenance/Repair PROJECT EXPENSES: Accounting Services A uditing Fees Insurance Davis Bacon Compliance PROJECT CONSTRUCTION: apraisal Engineering Services chitectural /Design Acquisition DDITIONAL EXPENSES (Qty) 0 TOTAL: $24 Files to be uploaded Currently Attached Files EJ Click hare if you will upload your Annual Audit Re port 2009.ndf Audit or 990. o Click here if you vvili upload our _ C e p y WV CS 20 � are::�aC Ce�ti� �� L.,rt ficates. pdf insurance Endorsement. Other document to upload: Other document to upload: vt er docurnerit to upload: F ` tiocu mient's are riot c?rlaaded, then they mu st. t? to ' ed io the Vera Gil City of Cupettino Program Manager Signature Date Signed Su;atlla Venkatraman 03/25, 27-95 CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SEVENTH YEAR FUNDING CYCLE FY 2010/2011 STANDARDIZED APPLICATION FOR FUNDING Due March 1, 2010 1. APPLICANT ORGANIZATION: Agency Name: West Valley Community Services (WVCS) Street Address: 10104 Vista Drive City: Cupertino State: CA Zip: 95014 Executive Director: Naomi Nakono Matsumoto Phone No: 408-255-8033 ext Fax No: 408- 366 -6090 E -Mail: naomin @wvcommuNtyservices.org Is this a faith -based organization: No 2. PROJECT NAME Comprehensive Assistance Program - Human Services Project 10104 Vista Drive - Cupertino CA 95014 Address /Location: Contact Person: Sujata Title: Program Director Venkatraman Phone No: (408) 255 -8033 Fax No: 408 - 366 -6090 E -Mail: su'athav x103 1 @wvcommunityservices.org; Brief Project Description: The WVCS Comprehensive Emergency Assistance Program (CEAP) provides basic human needs and emergency services to low- income families, seniors, and single adults Cupertino by preventing hunger, eviction, and utility shut -offs. Cupertino residents and homeless individuals comprise of 35 % of WVCS client population. Services Provided: Housing services that are directed toward providing renter and /or owner occupied housing units for ciients Employment training Comments: 3. FUNDS REQUESTED $20,241 TOTAL PROJECT COSTS: $257,818 Cost Per Service Unit or Per Client . Funds Allocated from Cupertino for FY 09/10: $17,601 Funds Received in FY 08/09: $17,601 Number of proposed unduplicated Cupertino beneficiaries: 300 Number of proposed unduplicated Cupertino beneficiaries at or we,o:. cu, re .t countywide media n i-c -orne: 0-30% (Extremely low): 80 31 -50% (Very low): 15% 51 -80% (low): 5 4. PROJECT DESCRIPTION AND NUMBER OF UN DUPLICATED 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.). C-rFA V(13 cn f slre that c+Grir>�C Cif n1. �r?uEfic a i miss in the Cupertino have c nti � .- _ _ _ is t .. _.. .. ..:.. ..... .... - d m ... :.. ... Cu ..v iaen�e v GCCeSS i•o basic human needs services, including access to an adequate quantity of quality food and assistance with rent, deposit, or utility payment, and intends to improve the overall community condition by providing outreach, direct 27 -96 services and case management through a planned course of action. To meet the goal, major program provisions will ensure those qualified will receive: . Utility and financial management assistance Rent and financial management assistance Security deposits and financial management assistance Food and nutrition information The CEAP Food Pantry program intends to distribute over pounds of food to 36,000 pounds of food to very-low and low- income individuals and serve 290 individuals. Clients can visit the food pantry on a weekly basis. Services are tracked in a central database. Food sources include Second Harvest Food Bank, USDA food program, community food drives and local groceries stores. The CEAP Emergency Cash Assistance service will provide 36 households with direct assistance and vouchers for rental assistance, deposits, utilities payments, clothing, medical expenses, hotel/motel and transportation to 64 households. WVCS administers funds provided by United Way Emergency Assistance Network, PG &E REACH, San Francisco Chronicle Seasons of Sharing Fund, The Salva:ion Army, The Housing Trust program and the Housing Industry Foundation. Case managers work closely with individuals and families to determine qualifications, needs and capabilities to stabilize 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? According to recent press release, dated February 2010, by the food bank 1 out of 4 people living in Santa Clara and San Mateo counties are living in hunger. In FY 2009-:2010, W1/CS estimates an increased need to provide housing and food services to more than 6,000 individuals living in the west valley region. Many of whom live paycheck -to- paycheck and are exposed to potentially d&rastating instability, homelessness, hunger and malnutrition. With the increased numbers of unemployed adults in this area unable to find new jobs, an unexpected injury or illness of a child can mean the difference between paying rent aid putting food on the table. WVCS has seen a 27% increased demand for its services. For example, a year ago there were often empty seats in the Food Pantry lobby with no wait -time, but today the lobby is constantly full wi wait -times of 30 to 60 minutes. WVCS is providing increased services with the same number of staff and funding as previous years, but serving more clients today in order to meet their increasing needs. Without more suppori, however, WVCS may see a decrease in the care quality of services. This means more people living on the streets and going hungry. In response, the CEAP seeks to prevent families from becoming homeless through supportive case managerent, which helps its clients set goals and access services. Through goaksetting, utilization of services availaude to love-income residents, and follow -up, the CEAP protect addresses housing, employment, food, and other issues in a customized way that takes into account any and all specialized needs. Case management guides clients through life- management exercises, including parenting stalls, `isc.al evaluation and management classes that help clients avoid continuing financial challenges. CEAP provides supportive services in a more holistic approach to resolving these problems. 5. PROJECT MANAGEMENT Briefly describe how the project will be managed grid administered, including proposed staff time and stiff functions. Departme—r! Director (50 %): ensure Program compiiance with funders and WVCS policies and procedures; case managemieiit, anaiy'Le case records; mcintcin pt0o+ra-in sl?ti�Stics and produce reports; maintain in- I:ir•.d c_rtaticn network; monitor and distribute direct assistance cash fund; solicit community resources. Case iVanager (50 %): perform client intake and annum re- certification; provide on -going case manageme m an aage all seasonal special programs. Volunteer idi2n2ger (50%): volunteer recruit. ne.m. training and scheduling; community outreach and community relations. 1. AGE N4 s DE SGRIPTiOi' AND PREVIOUS GIDBG BIOME 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. For over 36 years, WVCS has provided efficient and effective basic needs and emergency assistance services to lower - income residents and homeless individuals in Cupertino. Without the CEAP program, Cupertino residents would be without stability support resources to keep them housed and food secure. When surveyed about the overall experience and services of CEAP, 80% reported that they strongly agree /agree there has been a drastic improvement in their lives. In response to the on -going increase in demand for services, the City of Cupertino has supported WVCS through the Human Services General Fund and CDBG. More families have multiple needs primarily because their incomes are not increasing. As rents and transportation costs continue to rise, the need for basic services will continue to increase as well. During the fiscal. year 2008 -2009 WVCS served 300 individuals, distributed the vouchers and cash assistance to 36 households ; and distributed 37,000 pounds of food. Other agency programs include: Food Pantry for individuals and families, Family Resources Program for families with children through age 5, Rotating Shelter Program for working men who are homeless, Transitional Housing Program for single men and women with children. 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. We received a clean audit with no accompanying management letter for the FY 2008/2009 27 98 9. SOURCES OF FUNDS ANTICIPATED Products or Milestones to be accomplished (Use Specific Numerical Data When Possible FOR THIS PROJECT: SOURCE ESTIMATED AMOUNT STATUS C ity of Cupertino $20,241 lication Pendi Saratoga $20 Pendin Other Cities $97,821 Pendi Foundations $78,751 Commited Donations $38,00 Secured Federal $3,00 Pendi Estimated Total Project Cost: $257,81 10. PROJECT WORK PLAN: CHART A Use this table to list activities that benefit a specific and measurable number of clients. Are you reporting number of Persons or Households? Persons Specific Activities Products or Milestones to be accomplished (Use Specific Numerical Data When Possible Clients For Each Quarter 1st I 2nd 3rd I 4th Total Food Pantry Services 300 indivudals to be served 85 7 7 7 30 Emergency Cash Assistance 36 households 9 3 Total Beneficiaries: 33 CHART B Use this table to list general activities Ile, brochures distributed, seminars offered, advertisements run). 27 -99 Benchmarks For Each Products or Milestones to be accomplished Quarter Specific Activities (Use Specific Numerical Data When ' Quant When Possible Possible) 1st 2nd I 3rd I 4th Total Special programs 12 special programs to be offered to clients 12 Food and Nutrition information Brouchers distributed and seminars offered. 2 27 -99 BUDGET For Amount Requested FY 2009/2010 Category Budget For Year SALARIES: Personnel $20,241 Benefits OFFICE EXPENSE: Rent T elephone/Fax rinting Travel tilities ffice Supplies ostage quipment Maintenance/Repair ROJECT EXPENSES: A ccounting Services A uditing Fees Insurance Davis Bacon Compliance PROJECT CONSTRUCTION: Ap praisal Engineering Services A rchitectural/Design Ac quisition A DDITIONAL EXPENSES (Qty) 0 T0TAL:1 $20,241 Files to be Uploaded Currently Attached Files o Click here if you will upload your Annual Audit Report 2009.pdf Audit or 990. o Click here if you will upload your Insurance Endorsement. o Other document to upload: E Other document to upload: o Other document to upload: WVCS Renewal Certificates 20 Certificates. Pdf !f these documents are not uploaded, then they must be mailed to the Vera Gil City of Cupertino Program Manager Signature Date Signed City Approval Signature Date Signed Sujatha Venkatraman 03/17/2010 Vera Gil 03/23/2010 27-100 CITY OF C:UPERTINO COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM SEVENTH YEAR FUNDING CYCLE FY 2010/2011 STANDARDIZED APPLICATION FOR FUNDING Due March 1, 2010 1. APPLICANT ORGANIZATION: Agency Name: Santa Clara Family Health Foundation Street Address: 210 East Hacienda Avenue City: Campbell State: CA Zip: 95008 Executive Director: Kathleen M. King Phone No: 408.874.1998 Fax No: 408.874.1912 E -Mail: kking @scfhp.com Is this a faith -based organization: No 2. PROJECT NAME: Healthy Kids Program in Santa Clara County Project 210 East Hacienda Avenue, Campbell, CA 95008 Address /Location: Contact Person: Emily M. Title: Director of Finance Hennessy Phone No: 408.874.1912 Fax No: 408.674.1995 E -Mail: ehennessy @scfhp.com Brief Project Description: Healthy Kids enables low- income children in Santa Clara County to receive health services they need for healthy development. Funded entirely through local public and private sources, the program provides comprehensive health coverage for a population generally underserved specifically, children with immigration issues or those who are not eligible for Medi -Cal or Healthy Families because their family income is too high to qualify, yet too low to pay for health care services or coverage. The first program of its kind in the nation, Healthy Kids serves as a model for similar programs throughout the state. Now, twenty -eight other counties within California now have implemented some form of the Healthy Kids program model. In Santa Clara County, there are approximately 8,650 children enrolled in Healthy Kids. Services Provided: Comments: Youth services 3. FUNDS REQUESTED: $5,160 Funds Allocated from Cupertino for FY 09/10: $0 Number of proposed unduplicated Cupertino beneficiaries: 46 Number of proposed unduplicated Cupertino beneficiaries at c 0 -30% (Extremely low): 37 31 -50% (Very low, 9 TOTAL PROJECT COSTS: $9,154,342 Cost Per Service Unit or Per Client:$112 Funds Received in FY 08/09: $0 r below current countywide median income: 51 -80% (low): 0 4. PROJECT DESCRIPTIO AND NUMBER OF UNDUPLICATED CLIENTS S ERVED: 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.). CDBG funding from the City of Cupertino will be used to provide comprehensive medical, dental, vision, and mental health coverage through the Healthy Kids program to FIVE children residing in the City of Cupertino for an entire 27-101 year. Currently, there are 46 extremely low- and very low- income children residing in the City of Cupertino who are able to access health care services as a result of having Healthy Kids coverage. The total annual cost for these 46 Cupertino children is $47,472. Santa Clara Family Health Foundation proposes that the City of Cupertino funds FIVE, or 10.9 %, of the total children in Cupertino for a total of $5,160. As background, in July 2000, Santa Clara Family Health Plan (SCFHP), with enthusiastic support from Santa Clara County Board of Supervisors, Santa Clara Valley Health and Hospital System, and other community -based organizations, created the Childrens Health Initiative (CHI). The approach of CHI was to conduct community outreach to enroll low- income children into current programs and create a new program that would cover all other children who were ineligible for the current programs. Therefore, SCFHP, along with community partners, established Healthy Kids with core funding from public tobacco funds and funding from SCFHP. As a result, Santa Clara Family Health Foundations (SCFHF) primary focus for the past nine years has been on raising funds to support the Healthy Kids program and the Childrens Health Initiative in Santa Clara County. Healthy Kids is close to fully subsidized health care coverage with a very small parental share of the premium ($4 to $21 per child per month, with a maximum cost of $63 per family per month). The program enables low- income children in Santa Clara County to receive health services they need for healthy development. Funded entirely through local public and private sources, the program provides comprehensive health coverage for a population generally underserved specifically, children with immigration issues or those who are not eligible for Medi -Cal or Healthy Families because their family income is too high to qualify, yet too low to pay for health care services or coverage. Modeled after the Healthy Families program, Healthy Kids enables eligible children to access comprehensive medical, dental, vision and mental health services. The first program of its kind in the nation, the Healthy Kids program in Santa Clara County serves as a model for similar programs throughout the state. Now, twenty -nine othercounties within California now have implemented some form of the Healthy Kids program model. In Santa Clara County, there are approximately 8,650 children enrolled in Healthy Kids. 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? To measure the success of the overall Healthy Kids program, the Health Plan uses an evaluation plan that is modeled after the industry - standard Health Employer Data and Information Set ( HEDIS). HEDIS was established by the National Committee for Quality Assurance to evaluate health plan services. According to HEDIS guidelines, three principle categories of measurement relate to the Healthy Kids program (1) effectiveness of care (e.g., immunizations); (2) use of services (e.g., number of well -child visits); and (3) access/availability (e.g. children access to primary care physicians)_ In addition, the Health Plan carefully monitors discontinuations of Healthy Kids coverage to prevent avoidable occurrences. More than half of discontinuations are unavoidable because eligibility criteria are no longer met. About 20% of discontinued members have obtained insurance coverage through another program. Many of these members remain with Santa Clara Family Health Plan under either Medi -Cal or Healthy Families. High rates of renewal are indicative of the success and continued need for the Healthy Kids program. For fiscal year 2010 -2011, the Foundation has established the following goals and objectives for the entire program: 1. Maintain a minimum of 8,000 children (ages 0 -18) enrolled in Healthy Kids for the year (5 of which will be Cupertino residents funded by the City of Cupertino). 2. Secure funding to provide coverage to a minimum of 8,000 children (ages 0 -18) enrolled in Healthy Kids for the year (5 of which will be funded by the City of Cupertino). 3. Conduct appropriate, effective outreach strategies to enable 70% of the children enrolled in Healthy Kids retain their coverage. 4. Conduct appropriate, effective outreach in the Santa Clara County community to identify 750 uninsured children each month and assist their parents in applying for health coverage for them through Medi -Cal, Healthy Families, Healthy Kids, or Kaiser Child Health Plan. 5. Report annual HEDIS data on well -child visits, vaccinations, and dental visits. 27-102 6. PROJECT MANAGEMENT Briefly describe how the project will be managed and administered, including proposed staff time and staff functions. Objectives for Overall Project: (Note that Cupertino funding request is for 5 children) Responsible Persons: Santa Clara Family Health Foundation staff: Executive Director and Finance Director % of Time Allocation to Activity: Executive Director: 80% Finance Director: 70% Quarterly Activity: Maintain a minimum of 8,000 children (ages 0 -750) enrolled in Healthy Kids each month for the year (includes the 170 children residing in Milpitas that are enrolled in Healthy Kids). Objective: 8,000 extremely low -, very low -, and low- income, uninsured children will receive access to health coverage through Healthy Kids. As a result, participants will have improved access to affordable health coverage, which will enable them to improve their overall health and miss fewer days Df school. Responsible Persons: Santa Clara Family Health Foundation staff: Executive Director and Finance Director % of Time Allocation to Activity: Executive Director: 80% Finance Director: 70% Quarterly Activity: Secure funding to provide coverage to a minimum of 8,0013 children (ages 0 -750) enrolled in Healthy Kids each month for the year. Objective: 8,000 extremely low -, very low -, and low- income, uninsured children will receive access to health coverage through Healthy Kids, as determined by funding. As a result, participants will have'improved access to affordable, comprehensive health services. Responsible Persons: Santa Clara Family Health Plans Outreach staff through community outreach efforts % of Time Allocated to Activity: 55% of outreach staff time spent on assisting children wits retaining their coverage Quarterly Activity: Conduct appropriate, effective outreach in the community to enable 70% of the children in Healthy Kids retain their coverage. Objective: 70% of Healthy Kids members retain their coverage after initial one -year period. As a result, participants will have improved access to continued health services. Responsible Persons: Santa Clara Family Health Plans Director of Service, Outreach, Acquisitions, and Retention; and School Outreach Program Director. % of Time Allocated to Activity: Director of Service, Outreach, Acquisitions, and Retention: 35% 27-103 School Outreach Program Director: 55% Quarterly Activity: Conduct appropriate, effective outreach in the community to identify 750 uninsured children each month and assist their parents in applying for health coverage for them through Me&Cal, Healthy Families, Healthy Kids, or Kaiser Child Health Plan. Objective: 8,000 new Healthy Kids members apply for health coverage. As a result, children will have improved ability to access health care services offered through Healthy Kids coverage. 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. Santa Clara Family Health Foundation (SCFHF) is a 501(c)(3) charitable nonprofit organization that was established in 2000. Its mission is to promote access to affordable, high quality healthcare through resource development and outreach on behalf of the underserved members of its community. SCFHF has spent the past nine years primarily focusing its efforts on raising funds to support the Healthy Kids program in Santa Clara County, which provides comprehensive medical, dental, vision, and mental health coverage to uninsured, low - income children residing in Santa Clara County. SCFHF believes that one uninsured child is one too many. Recognizing that children without health coverage tend to do poorly in school, over - utilize emergency services, and fall seriously ill with initially minor conditions, Santa Clara Countys Board of Supervisors, with the help of a vast array of community organizations, created an initiative the Childrens Health Initiative (CHI). The goal of CHI was, and continues to be, to provide access to comprehensive medical, dental, and vision care to all eligible children in the county whose family income is 300 percent or less of the federal poverty level (i.e., $61,950 for a family of four living in Santa Clara County). At the inception of CHI, nearly two - thirds of the children in Santa Clara County who lacked health coverage qualified for exiting government- funded programs. However, an estimated 18,000 children in the county were not eligible for existing programs. As a result, CHI created the Healthy Kids program and began enrolling children in January 2001. 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. Santa Clara Family Health Foundation's audit for fiscal year ending June 30, 2009 has just been completed. The audited financials and management letter are currently in draft form awaiting acceptance by the Board of Directors. There were not any findings or concerns. Once the financials are finalized, a copy will be forwarded to the City of Cupertino. In the meantime, attached to this application is the audited financials for fiscal year ending June 30, 2008. 27-104 9. SOURCES OF FUNDS ANTICIPATED Products or Milestones to be accomplished FOR THIS PROJECT: SOURCE ESTIMATED AMOUNT STATUS City of Cupertino $5,1601plication Pendi AB 495 $100,00C Committed Blue Shield of California Foundation $1189,20C Committed The California Endowment $281,87 Committed Cisco Systems $15,0001 Pending Feb 2010 City of Los Altos $3 Committed City of Milpitas $10,001 Pending Mar 2010 City of San Jose $1,799,804 Committed City of Sunnyvale $14,19 Committed The David & Lucile Packard Foundation $804,81 Committed El Camino Hospital $150,00 Committed FIRST 5 Santa Clara Count $2,627,85 Committed Lifeguard Charitable Fund $20,00 Pendi ng (May 2010 Lucile Packard Children $50,00 Pending (Apr 2010 Palo Alto Medical Foundation $50,00 Committed Westl Foundation $10,00 Pending Ma 2010 Individual Contributions $22 94 Pending Jun 2011 County of Santa Clara $3,000,001 Committed Estimated Total Project Cost: $9,154,34 10. PROJECT WORK PLAN: CHART A Use this table to list activities that benefit a specific and measurable number of clients. Are you reporting number of Persons or Households? Persons CHART B Use this table to list general activities (ie, brochures distributed, seminars offered, advertisements run). Products or Milestones to be accomplished Clients For Each Quarter Specific Activities (Use Specific Numerical Data When 1st 2nd I 3rd 4th Total 8,000 children within Santa Clara Pow,lble) provide coverage to County are enrolled in Healthy Kids cchildren (ages 0 -18) for a year Maintain a minimum of 5 5 Cupertino children receive 3 calendar 5 5 2 Cupertino children (ages 0 -18) months of coverage each quarter for a year. enrolled in Healthy Kids for the Total number of unduplicated clients for the year year is 5 - quarterly numbers represent per child calendar quarters of medical, dental, ision and mental health coverage, with each child counted once in each quarter. The Total d oes not apply. Total Beneficiaries: 2 CHART B Use this table to list general activities (ie, brochures distributed, seminars offered, advertisements run). 27-105 Products or Milestones to be Benchmarks For Each Quarter Specific Activities accomplished (Use Specific Numerical Data Quantify When Possible When Possible) 1st I 2nd I 3rd I 4th ITotal Secure funding to 8,000 children within Santa Clara 2,405,01 2,405,01 2,405 01 2,405,01 9,620,04 provide coverage to County are enrolled in Healthy Kids cchildren (ages 0 -18) for a year enrolled in Healthy Kids or a year 27-105 Conduct appropirate, 70% of the children enrolled in ffective outreach to the Healthy Kids who come up for arents of chldren renewal maintian their health nrolled in Healthy kids to coverage retain their health coverage Conduct appropriate, Hold three outreach events with 4 4 1 4 1 effective outreach in the each of 5 School Collaboratives community to identify over the course of the year uninsured children and assist their parents in applying for health overage for them through Medi -Cal, Healthy Families, Healthy Kids, or Kaiser Child Health Plan 27-106 BUDGET For Amount Requested FY 200912010 Category Budget For Year SALARIES: ersonnei Benefits OFFICE EXPENSE: Rent elephone/Fax Printing Travel Utilities O ffice Supplies Postage Equipment Maintenance /Repair PROJECT EXPENSES: Ac counting Services Biting Fees Insurance avis Bacon Compliance ROJECT CONSTRUCTION: Ap praisal E ngineering Services Ar chitectural/Design A cquisition $ A DDITIONAL EXPENSES (Qty) 1 Healthy Kids Premiums (Ages -5 $5.16 TOTAL: $5,16 Files to be Uploaded Currently Attached Files o Click here if you will upload your Annual Audited Financial Statements 6.30.08.pdf Audit or 990. E Click here if you will upload your Insurance Endorsement. 2 Other document to upload: FYE 6/30/08 IRS Form 990 - FYE 2008.pdf IRS Form 990 0 Other document to upload: Mathematica Mathematica Policy Brief -Nov 07.pdf Policy Brief November 2007 a Other document to upload: Mathematica Mathematica Policy Brief - Dental on 3 counties -May 08.pdf Policy Brief May 2008 If these documents are not uploaded, then they must be mailed to the Vera Gil City of Cupertino Program Manager Signature Laura Watkins Date Signed 03/17/2010 27 -107 City Approval Signature Date Signed Vera Gil 03/23/2010 27-108 CITY OF CUPERTINO COMMUNITY DEVELOPMENT BLACK GRANT (CDBG) PROGRAM SEVENTH YEAR FUNDING CYCLE FY 2010/2011 STANDARDIZED APPLIICATION FOR FUNDING Due March 1, 2010 1. APPLICANT ORGANIZATION: Agency Name: Rebuilding Together Silicon Valley Street Address: 2827 Aiello Drive City: San Jose State: CA Zip: 95111 Executive Director: Beverley Jackson Phone No: 408 -578 -9519 Fax No: 408 - 578 -9359 E -Mail: bjackson @ rebuildingtogether- sv.org Is this a faith -based organization: No 2. PROJECT NAME: Rebuilding Housing Repair and Rehabilitation Program Project 2827 Aiello Drive - San Jose, CA, 95111 Address/Location: Contact Person: Bev Jackson Title: Executive Director Phone No: (408) 578 -9519 Fax No: E -Mail: bjackson @rebuildingtogether- sv.org Brief Project Description: Rebuilding Together Silicon Valley (RTSV) will repair, rehabilitate and improve the accessibility /mobility of homes for very low- income residents of Cupertino; so that they may live in warmth, safety and independence. Our project strengthens the resiliency of low - income homeowners as well as the neighborhoods in which they live. Services Provided: Housing services that are directed toward providing renter and /or owner occupied housing units for clients Senior services Comments: 1. F) Other Housing Related Activities, specifically the rehabilitation of single family /mu&family dwellings and minor home repairs. 3. FUNDS REQUESTED: $45,000 Funds Allocated from Cupertino for FY 09/10: $45,000 Number of proposed unduplicated Cupertino beneficiaries: 4 Number of proposed unduplicated Cupertino beneficiaries at c 0 -30% (Extremely low): 2 31 -50% (Very low): 1 TOTAL PROJECT COSTS: $59,000 Cost Per Service Unit or Per Client:$11250 Funds Received in FY 08/09: $40,000 )r below current countywide median income: 51 -80% (low): 1 4. PROJECT DESCRIP 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 speck type and number of total unduplicated project beneficiaries (e.g. 50 lower income families, 25 homeless persons, 100 lower income households, etc.). Rebuilding Together (RT) will provide home safety repairs, energy efficiency and mobility /accessibility improvements for four or more homes (4 -8 unduplicated beneficiaries) for very low- income people in Cupertino in 2010 -2011, with the primary consideration being the correction of safety hazards. 27-109 All work is at no cost to the recipient 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, energy efficiency improvements, flooring (linoleum, carpet, or tile) repairs and replacement, heating installation and repairs, outdoor lighting and fencing improvements for safety, elimination of tripping hazards, replacement and /or repair of windows, earthquake proofing of water heaters. We improve the safety of the living environment by fixing hazardous conditions. Each October and April, groups of volunteers armed with paintbrushes, 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 during Rebuilding Day Projects. Additionally, our Safe At Home, neighbor to neighbor program leverages our skilled volunteers that wish to contribute on a weekly basis, by providing home modifications and safety repairs throughout the year. 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? Our project is a direct expression of our Mission Statement, which 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 residents 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 20 years. These repairs will improve the quality of life of aging or physically disabled adults and families_ Many 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 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. Some of the specialized work, such as electrical, roof_ ing and plumbing involve contract staff of Rebuilding Together. Each October and April, groups of volunteers armed with paintbrushes, saws, hammers and shovels join together to repair and rebuild homes and community facilities during Rebuilding Day Projects. Throughout the year, the Safe at Home, neighbor to neighbor program 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 client communication and assessment. Once an applicant has applied for repair work and income status has been verified, projects are evaluated by Program Director (.51FTE/5 %) and Project Manager and identified for completion through the Safe at Home, Neighbor to Neighbor program for accessibility and mobility repairs or Rebuilding Day project, 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. 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 & RT staff, the House Captain (with a construction/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. 27-110 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 22,000 volunteers to repair and upgrade 891 homes and nonprofil: facilities throughout Santa Clara County. In the first two quarters of 2010 -11 Rebuilding Together provided 36 repairs to 3 low- income Cupertino homeowners. In total our work impacted over 10,000 County residents in 2009 through 220 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 warm and safe in your own home: your heater now works, and you are 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. The ?y 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. We have received CDBG funding from the City of Cupertirb since 2005106 and currently receive CDBG funding from City of Campbell, Santa Clara Urban County, City of San .lose, City of Milpitas and City of Morgan Hill. 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. Fiscal year end of 7/31/09 audit was completed 11/20/09. No concerns or findings identified in our audit and none pertaining to CDBG funds. 27-111 9. SOURCES OF FUNDS ANTICIPATED Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) FOR THIS PROJECT: 1st ESTIMATED I 3rd SOURCE ITotal STATUS AMOUNT 1st C RY of Cupertino $45,000 Pendi Sponsors - Community, $7,00( Total Beneficiaries: C orporate and Faith Communities Complete 28 or more repairs Inkind $7,00 141 Estimated Total Project Cost: $59 10. PROJECT WORK PLAN: CHART A Use this table to list activities that benefit a specific and measurable number of clients. Are you reporting number of Persons or Households? Households Specific Activities Products or Milestones to be accomplished (Use Specific Numerical Data When Possible) Clients For Each Quarter 1st 2nd I 3rd 4th ITotal Q ntify When Possible Possible) 1st 2nd Homes completed with repairs Serve 4 or more unduplicated, owner occupied [Cup ertino households - 1 1 Total Beneficiaries: Repairs Complete 28 or more repairs CHART B Use this table to list general activities ft, brochures distributed, seminars offered, advertisements run). 27-112 Benchmarks For Each Products or Milestones to be accomplished Quarter Specific Activities (Use Specific Numerical Data When Q ntify When Possible Possible) 1st 2nd I 3rd I 4th ITotal Repairs Complete 28 or more repairs 141 2 27-112 BUDGET For Amount Requested FY 2009/2010 Category Budget For Year S ALARIES: P ersonnel Benefits OFFICE EXPENSE: R ent $2,25 Telephone /Fax Printing T ravel Utilities O ffice Supplies P ostage E quipment Maintenance /Repair $75 PROJECT EXPENSES: Accounting Services A uditing Fees I nsurance Davis Bacon Compliance PROJECT CONSTRUCTION: Ap praisal Engineering Services Arc hitectural/Design A cquisition ADDITIONAL EXPENSES (Qty) 2 Contract Services $12,00 Materials & Equipment $30,00 TOTAL: $45,00 Files to be Uploaded Currently Attached Files o Click here if you will upload your Annual Audit or 990. Audit RTSV 7 31 09 .pdf o Click here if you will upload your Insurance Endorsement. o Other document to upload: Letter of Support El Other document to upload: o Other document to upload: Cupertino I nsurance. PDF 09 Letter of Support.PDF !f. these documents are not uploaded, then they must be mailed to the Vera Gil City of Cupertino Program Manager Signature Date Signed Beverley Jackson 03/01/2010 27-113 EXHIBITS BECIIN HERE ,1-ern 27 4/6/2010 ig W r 1 . , 1 ,,,,,, , 111,0 I), \ , 1,„„,,, io 1;1(i, I. ( .1 mi (( 1)14 .) [ ,fir ------ 1 a: sr, I in, , 1,, .11, i , I,ii n 1,, — ,1-1) ■ cupairr,, :., l'1 1111' c• • . 1 1411 11211 1 dlillm li i , , I 1 H 1 . I t t ■ I t t tt tit I t I 11 I i 0 IL ' t 1■11,111( ,I ,IIII: l■ Will 1110 i 11 i 111 ' 1 111111H1 I II 1141 II 111 I'l 4 1 4 4 4 i 1 11 il I 1 i li li t it 1 li I i I i . 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