17. CDBG grants
CITY OF
CUPERJINO
Summary
City of Cupertino
10300 Torre Avenue
Cupertino, CA 95014
(408) 777-3308
FAX (408) 777-3333
Community Development Department
Housing Services
Agenda Date: March 20. 2007
Agenda Item No. 17
Subject:
First of two public hearings regarding the use of fifth program year (2007-08) Community
Development Block Grant (CDBG) funds and Human Service grants, and begin review of the
2007 -08 Annual Action Plan.
2. Continue the final approval of the 2007-08 Annual Plan to April 4, 2007 so that a 30-day
review period can be completed.
CDBG Steering Committee Recommendation:
The CDBG Steering Committee recommends that the City Council approve the following
allocations for the use of the 2007-2008 CDBG program funds and Human Service Grants and
begin review of the FY 2007-08 Annual Action Plan as required by the federal department of
Housing and Urban Development (HUD).
2007-08 CDBG Allocation:
Public Service Grants:
CCS - Comprehensive Assistance Program
CCS- Rotating Shelter Program
Live Oak Adult Day Services - Senior Adult Day Care
Second Harvest Food Bank - Operation Brown Bag
Senior Adults Legal Assistance - Legal Assistance
Construction/Acquisition/Rehab
Unallocated
Program Administration:
Administration
Eden Council for Hope and Opportunity - Fair Housing Services
2007-08 Affordable Housing Fund Allocation:
CCS- Affordable Placement Program
TOT AL:
Recommendations:
The following actions are recommended:
1. Open the public hearing for testimony from the non-profit agencies.
$66,024
$16,435
$21,409
$14,720
$3,512
$9,948
$243,404
$243,404
$88,742
$79,919
$8,823
$65,000
$65,000
$463,170
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2007-08 Human Service Allocation:
Catholic Charities - Long Term Care Ombudsman
Community Technology Alliance
CCS - Comprehensive Assistance Program
Emergency Housing Consortium
Outreach and Escort - Special Needs Transportation
Support Network for Battered Women -Domestic Violence
United Way 2-1-1 Santa Clara County Information and Referral Service
TOTAL:
$3,187
$2,000
$17,601
$3,987
$7,115
$4,202
$2,000
$40,092
Background:
The City of Cupertino will receive a CDBG entitlement of approximately $400,312 for fiscal
year 2007-08, plus a reallocation of $43,400 in projected program income from rehabilitation
loan payoffs for a total of $443,712. The allocation represents an approximate 1 % increase in the
entitlement from last fiscal year's allocation of $397,635. This is Cupertino's fifth year as an
entitlement jurisdiction receiving the CDBG grant directly from HUD. 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
Of the $443,712 (entitlement plus program income), $88,742 may be used for administration of the
program and fair housing services and $66,567 may be used to fund public service activities. Federal
regulations do not allow the city to use more than 15% of the combined total of the entitlement and
projected program income for public service activities. Federal regulations also prohibit the use of
more than 20% of the entitlement plus projected program income to be used for administration of the
grant. Included in the program administration category are fair housing activities. Public service
activities must benefit very low and low-income households and include activities such as childcare,
placement services, senior legal services, etc.
. Property acquisition for affordable
housing
. Rehabilitation of affordable units
The remainder of the grant is available for activities such as the purchase of land for affordable
housing, rehabilitation of qualifying units, construction of affordable units and public improvements in
low and very-low income neighborhoods.
Human Service Grant Allocation:
Every year the City Council allocates $40,000 from the General Fund to human service agencies. Three
years ago, the human service grants allocation process was combined with the CDBG allocation
process. Formal agreements and monitoring of the agreements are now required for this program. The
CDBG Steering Committee reviews the allocations at the same time as the CDBG allocations and
makes recommendations to the City Council. These recommendations are usually addressed by the
City Council during the budget cycle in April and May.
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First of two public hearings regarding the use of fourth program year (2007-08) Community Development Block Grant
(CDBG) funds and Human Service grants, and begin review of the 2007-08 Annual Action Plan.
March 20, 2007
Pa!!e 3 of 4
This year staff is proposing the Human Service Grant allocations be slightly increased to $40,092 to
cover the cost of adding two programs, Community Technology Alliance and United Way of Silicon
Valley's 2-1-1 Information and Referral Service. The United Way of Silicon Valley did not submit a
formal application, but instead sent a letter to the attention of the City Manager requesting $10,000.
Since an application was not submitted, the CDBG Steering Committee did not review the request.
Staff was informed of the letter after the CDBG Steering Committee meeting and felt that with a $92
increase in the Human Service Grants budget, the United Way of Silicon Valley could be funded at the
same level as last year.
Request for Proposals:
In late January, staff distributed a Notice of Funding Administration (NOFA) to approximately 30 non-
profit organizations. Exhibit B is the mailing list used for the NOFA. Out of those organizations, 12
proposals were received. With the exception of Long Term Care Ombudsman, Emergency Housing
Consortium, Support Network for Battered Women, Outreach and Escort and Community Technology
Alliance, all of the applicants are recommended to receive funding at the same level as last year. Due to
budget constraints, staff does not recommend funding Community Technology Alliance's Homeless
Management Information System since it is not providing direct services to the homeless population.
Staff is also proposing that Outreach and Escort, Emergency Housing Consortium, Support Network
for Battered Women, Long Term Care Ombudsman and the remainder of the CCS Comprehensive
Assistance Program be considered by the City Council for funding under the General Fund Human
Service Grant Program. A brief description of each proposal along with staff recommendations is
included in Exhibit A. Detailed information on each request is provided in the applications included
with your packet.
CDBG Steerin2 Committee:
On April 4, 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 March 8, 2007 the CDBG Steering Committee met and conducted a public hearing on the FY 2006-
07 CDBG funding allocation. The Committee heard presentations from all but two of the applicants
and recommended the staff recommendation be forwarded to the City Council. Live Oak Adult Day
Care and Community Technology Alliance were not present for the presentations.
FY 2007-08 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 2007-2008) and their relationship to the priority housing, homeless and
community development needs outlined in the approved Consolidated Plan. Furthermore, Federal
H:\-CDBG\CDBG Funding Cylce Materials\CC Reports\CCCDBG.doc
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First of two public hearings regarding the use of fourth program year (2007-08) Community Development Block Grant
(CDBG) funds and Human Service grants, and begin review of the 2007-08 Annual Action Plan.
March 20, 2007
Pa!!e 4 of 4
regulations require the plan be made available for 30 days for public review and comment. The FY
2007-2008 Annual Action Plan was released for public review on March 3, 2007 for the 30-day review
period. A notice was placed in the local paper informing the public of its availability. On April 3,
2007, the City Council will hold a final public hearing to approve the Annual Action Plan for submittal
to HUD. In addition, the CDBG Steering Committee reviewed the Annual Plan on March 8, 2007.
PREPARED BY:
APPROVED FOR SUBMITTAL:
~
Ste e PiaseckI, Director of
Community Development
David W. Knapp
City Manager
Attachments:
Exhibit A: Summary of Applications
Exhibit B: CDBG Mailing List
2007-08 CDBG and Human Service Grant Applications
Fiscal Year 2007-08 Annual Action Plan
Applications for CDBG/Human Service funding
United Way of Silicon Valley letter
H:\-CDBG\CDBG Funding Cylce Materials\CC Reports\CCCDBG.doc
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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
2007-08 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: $0 from CDBG, encourage City Council to consider
funding $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
2007-08 Request: $2,500
Annual Goal: Provide training and support to 100 programs offering
support services to the homeless.
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 and would like the City Council to consider adding money to the General
Fund Allocation for this agency.
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EXHIBIT A
C. Cupertino Community Services
Comprehensive Assistance Program
2007-08 Request: $82,450
Annual Goal: Provide support services to 800 unduplicated Cupertino
households.
Project Description: Cupertino 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: $16,435 from CDBG, encourage City Council to fund
$17,601 from the Human Service Grants Program.
The agency provides necessary services to Cupertino residents. This activity is a
medium priority need in the Cupertino Consolidated Plan.
D. Cupertino Community Services
Rotating Shelter Program
2007-08 Request: $25,000
Annual Goal: Provide a maximum of 90 days shelter to 80 homeless
persons per year in churches located in Cupertino,
Saratoga and Sunnyvale. The program also provides
counseling 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 3D-day period.
These "host" churches have the responsibility of
providing the guest with meals; YMCA passes for
showers, etc. CCS provides additional support to the
shelter guests, including job counseling and assistance in
finding transitional and permanent housing.
Recommendation: $21,409 from CDBG
Cupertino Community Services has been very successful in administering this
program and it remains one of the most successful rotating shelter programs in
the county. CCS has applied to the cities of San Jose and Sunnyvale and has been
I 7-fr,
EXHIBIT A
successful at receIvmg County Emergency Shelter Grant funding. Staff
recommends the City continue its commitment to the Rotating Shelter Program.
E. Emergency Housing Consortium, Inc.
Emergency Shelter Program
2007-08 Request: $4,000
Annual Goal: Provide emergency shelter to 25 unduplicated Cupertino
residents at emergency shelter facilities throughout Santa
Clara County.
Project Description: Provide 2,000 nights of shelter and supportive services to
meet the needs of 25 unduplicated homeless Cupertino
residents.
Recommendation: $3,987 from Human Service Grants budget
The program meets a high priority according to Table 2B of the Cupertino
Consolidated Plan.
F. Live Oak Adult Day Services
Adult Day Care for Seniors
2007-08 Request: $15,456
Annual Goal: Provide "scholarships" to 11 Cupertino low-income
seniors enabling them to receive adult day care at the
facility.
Project Description: Cupertino Senior Day Services provides services for
seniors at risk of being institutionalized. Seniors can be
dropped off at the Cupertino facility to receive care and
participate in recreational activities while family
members are working.
Recommendation: $14,720 from CDBG
As the Cupertino population ages, more seniors are in need of this valuable
service. Cupertino does not have a large inventory of senior assisted living units,
programs such as Cupertino Senior Day Services provides families with an
alternative to moving parents and older family members into an assisted living
setting.
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EXHIBIT A
G. Outreach and Escort
Special Needs Transportation
2007-08 Request: $10,800
Annual Goal: Provide 9,000 discounted trips to 210 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
AD AI Paratransit Program.
Recommendation: $0 from CDBG, encourage City Council to consider
funding $7,115 from Human Service Grants program.
Although this is a worthwhile program that provided a needed service a
Cupertino population, there is not enough money in the CDBG Public Service
budget to fund this program.
H. Second Harvest Food Bank of Santa Clara and San Mateo Counties
Operation Brown Bag
2007-06 Request: $5,000
Annual Goal: Provide food allotments to 75 unduplicated Cupertino
residents.
Project Description: Provide brown bags filled with food donations to
Cupertino seniors at Union Church of Cupertino.
Recommendation: $3,512 from CDBG
The program meets a high priority according to Table 2B of the Cupertino
Consolidated Plan. This program was previously funded at this same level
through the Human Services Grants program of the Cupertino General Fund.
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EXHIBIT A
I. Senior Adults Legal Assistance
2007-08 Request: $9,948
Annual Goal: Serve 50 Cupertino seniors.
Project Description: Senior Adults Legal Assistance (SALA) provides free
legal services to low and very low-income seniors at the
Cupertino Senior Center. Legal services provided are in
the area of consumer complaints, housing, elder abuse,
and simple wills.
Recommendation: $9,948
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 increased
funding level.
J. The Support Network for Battered Women
Domestic Violence Services for Cupertino Families
2007-08 Request: $5,900
Annual Goal: Serve a total of 20 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.
ADMINISTRA TIONjFAIR HOUSING:
K. Eden Council for Hope and Opportunity (ECHO)
Fair Housing Services
2007-08 Request: $9,400
Annual Goal:
Fair housing education to the housing industry,
investigating allegations of discrimination (11 cases a
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EXHIBIT 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: $8,823 ($802 per low and moderate income client)
The program will provide a valuable service to the City of Cupertino, however, it
appears that the agency serves fewer and fewer low and moderate income clients
each year. At the recommendation of the local HUD office, the agency will only
receive reimbursement for serving low and moderate-income Cupertino
residents. Staff is suggesting a reimbursement rate of $802 per low and
moderate-income client. ECHO has been providing Cupertino's fair housing
services for many years. Staff likes the consistency of having ECHO continue the
program. Staff would like to require that the agency be required to meet with
local apartment managers annually to review fair housing law and provide
informational meeting for tenants on fair housing.
AFFORDABLE HOUSING FUND:
L. Affordable Housing Placement Program
Cupertino Community Services, Cupertino
2007-08 Request: $65,000
Annual Goal: Provide placement and necessary support services to 75
households (250 individuals). Continue current services.
Project Description: Cupertino Community Services has been responsible for
the screening and placement services for ten senior units
located at Chateau Cupertino as well as below market
rate rental units. They maintain a waiting list for
qualified applicants and provide services to those placed
in the affordable units.
Recommendation: $65,000 (Affordable Housing Fund)
The agency has successfully performed the necessary task of screening and
placement for Chateau Cupertino, City Center Apartments and compiling
waiting lists for the below market rate program. Cupertino Community Services
also continues to expand services beyond the scope specified by the City.
The city of Cupertino oversaw the Below Market Rate program and monitored
the BMR rentals at Forge-Homestead and A viare Apartments. However, limited
staff time made auditing the Aviare and Forge-Homestead programs impossible.
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EXHIBIT A
Last year's $10,000 funding increase enabled CCS to devote a full-time employee
to the program. This employee is responsible for auditing A viare and Forge-
Homestead Apartments, as well as handling all BMR ownership resale requests.
The staff person would also assemble procedural manuals for both the
ownership and rental programs. These manuals will assist any new staff person
taking over the program as well as document procedures.
/7-11
Mr. Richard Konda
Asian Law Alliance
184 E. Jackson Street
San Jose, CA 95112
Sylvia Hines
Support Network for Battered Women
1257 Tasman Road, Suite C
Sunnyvale, CA 94089-2251
Israel Canjura
Economic and Social Opportunities
1445 Oakland Road
San Jose, CA 95112
Colleen Hudgen
Live Oak Adult Day Services
1147 Minnesota Avenue
San Jose, CA 95125
Ann Marquart
Project Sentinel
430 Sherman Ave, Suite 310
Palo Alto, CA 94306
Marjorie Rocha
ECHO Housing
770 A Street
Hayward, CA 94541
Beatrix Lopez
Social Advocates for Youth
538 Valley Way
Milpitas, CA 95035-4106
Naomi Nakano-Matsumoto
Cupertino Community Services
10104 Vista Drive
Cupertino, CA 95014
Georgia Bacil
Senior Adults Legal Assistance
160 East Virginia, Suite 260 Street, San
Jose, CA 95112
Law Foundation SCC Bar
Association
111 West 8t. John Street
San Jose, CA 95113
Rick Crook
HOPE Services Administrative Office
30 Las Colin as Lane
San Jose, CA 95119
Barry Del Buono
Emergency Housing Consortium
2665 N. 15 Street, Suite 210
San Jose, CA 95134
Help House the Homeless
70 West Hedding Street, LL Wing
San Jose, CA 95110
Paul Tatsuta
Outreach and Escort, Inc.
926 Rock Ave., Suite 10
San Jose, CA 95131
Kay Walker
Crippled Children's Society
2851 Park Avenue
Santa Clara, CA 95050
Kathleen Krenick
Next Door-Solutions to Domestic
Violence
234 E. Gish Road, Ste. 200
San Jose, CA 95112
Debbie Parker
Housing for Independent People
481 Valley Way
Milpitas, CA 95035
Concern for the Poor, Inc.
1590 Las Plumas
San Jose, CA 95133
Beth W. DeWolf
Second Harvest Food Bank
750 Curtner Ave.
San Jose, CA 95125-2118
Peggy Owen
Long Term Care Ombudsman Program
Catholic Charities of Santa Clara County
2625 Zanker Road
San Jose, CA 95134
EXHIBIT B
NOVA
505 W. Olive Ave. Suite 600
Sunnyvale CA 94086
Curt Willig
Occupational Training Institute/
DeAnza College
21250 Stevens Creek Blvd.
Cupertino, CA 95014
Christine Giusiana
Cupertino Chamber of Commerce
20455 Silverado Avenue
Cupertino CA 95014
Candace Capogrossi
Housing Authority of Santa Clara
County
505 W. Julian Street
San Jose, CA 95110
Fran Wagstaff
Mid-Peninsula Housing Coalition
303 Vintage Park Dr., Suite 250
Foster City, CA 94404
Carol Galante
BRIDGE Housing Corporation
345 Spear Street, ih Floor
San Francisco, CA 94105-6136
Jeff Oberdorfer
First Community Housing
2 N Second Street #1250
San Jose, CA 95113
Kathy Robinson
Charities Housing Corporation
465 S. First Street
San Jose, CA 95113-2816
Silicon Valley Habitat for Humanity
513 Valley Way
Milpitas, CA 95035-4105
Ron Morgan
Community Housing Developers
255 North Market St., Suite 290
San Jose, CA 95110
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Asian Americans for Com. Involvement
2400 Moorpark Avenue
San Jose, CA 95128
Jordan Dancer
United Way Silicon Valley
1922 The Alameda
San Jose, CA 95126-1430
Neighborhood Housing Services Silicon
Valley
1156 North Fourth Street
San Jose, CA 95112
Sobrato CET Center
701 Vine Street
San Jose, CA 95110
Judy Arvidson
Santa Clara Valley Blind Center
101 North Bascom Avenue
San Jose CA 95128
Council on Aging
2115 The Alameda
San Jose, CA 95126
Northwest YMCA
20803 Alves Drive
Cupertino, CA 95014
Community Foundation of Silicon Valley
60 S. Market Street, Suite 1000
San Jose, CA 95113
Bob Campbell
Project Match
512 Valley Way
Milpitas, CA 95035
EXHIBIT B
County Homeless Coordinator
County Government Center, East Wing
70 West Hedding Street
San Jose, CA 95110
Gertrude Welch
10605 Gascoigne Drive
Cupertino, CA 95014
Betsy Arroyo
Community Technology Alliance
115 Gish Road, Suite 222
San Jose, CA 95112
Legal Aid Society of SCC
480 North First Street
San Jose, CA 95103-0103
17-/3
CITY OF
CUPEIUINO
City of Cupertino
Fiscal Year 2007-08
Annual Action Plan
Approved by City Council
, 2007
Resolution 07-
17-/t..j
CITY OF CUPERTINO, CALIFORNIA
2007 PROGRAM YEAR ANNUAL ACTION PLAN
FOR THE COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
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 2007-2008) 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 2007-08 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 $397,635 that the City anticipates will be received
from the federal Department of Housing and Urban Development (HUD) and $43,400
in program income. Exhibit A describes the agencies proposed to receive funding in
the 2007-08 fiscal year. Also detailed in the exhibit are the goals and proposed funding
amount for each of the agencies.
Anticipated CDBG program income during the 2007-08 Program Year is estimated to
total $43,400 derived from outstanding rehabilitation program loans. A portion of that
program income will be allocated to support Public Service activities and
administration. The city of Cupertino will allocate $66,024 to public service activities.
Consistent with CDBG regulations, this amount represents no more than 15% of the
combined total of the Citis projected 2007-2008 Program Year income and the 2007-08
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 2007 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
17-15
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.
Cupertino Community Services - Cupertino Community Services (CCS) is a non-profit
organization that assists in administering housing programs on behalf of the City of
Cupertino. CCS administers the Rotating Shelter Program for homeless individuals and
also manages a transitional housing facility. Further, CCS acts as the administrative
agent on behalf of the City in managing and monitoring the BMR program.
"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 ownerslmanagers 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% of his or her
annual mortgage interest payment as a tax credit against federal income taxes. 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.
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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.
Teacher Housing Assistance Program - The City of Cupertino has made up to $200,000
available to assist qualified teachers in the Fremont High School, Cupertino Union and
Foothill-De Anza Community College Districts for the purchase of a home within the
City of Cupertino corporate limits. Neighborhood Housing Services Silicon Valley
(NHSSV), administers the program for the City of Cupertino for a $20,000 fee.
Below are some program highlights:
. Maximum loan amount of $66,666 per household
. Loans are 0% interest and deferred until the change of title, refinance for cash out,
or the end of the 3D-year loan term, whichever comes first.
. Loan is subject to a 45-year afford ability restriction that is recorded against the
property.
. Resale restrictions will apply to the new home.
. Home to be purchased must be located within the City of Cupertino corporate
limits.
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 financial assistance.
CITIZEN PARTICIPATION
The Housing Services Division of the Community Development Department is the lead
agency for overseeing the development of the Consolidated Plan and Annual Action
Plan.
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This Annual Action Plan development process began with an advertised public hearing,
held by the Cupertino Housing Commission on March 8, 2007 to make funding
recommendation to the city council. In addition, to the public notice, written
notification of the hearing was made to numerous non-profit service agencies and the
city's CDBG Steering Committee for the purpose of gaining greater input for
determining the best use of anticipated federal funds for addressing community needs.
The City Council held an advertised public hearing on April 3, 2007, to determine the
allocation of CDBG funds for the 2007 Program Year. The Annual Plan 30 day public
review period occurred March 3 through April 3, 2007. The City did I 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 2007 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.
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 I 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.
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
17"18
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 job training, life skills training, lead
poisoning prevention and remediation and other education programs that listed in the
City's Consolidated Plan strategies.
HOMELESS AND SPECIAL NEEDS
In previous years, the City of Cupertino appropriated $20,000 in CDBG funds for the
Sobrato Family Living Center Project.
In 2000, the City will also contributed to the Home Safe-Santa Clara providing
transitional housing for survivors of domestic violence who are considered at-risk for
homelessness.
In addition to these capital project subsidies, the City will fund public service activities
related to homelessness. During the 2007 program year, the city will provide $21,409 to
the Faith in Action Rotating Shelter Program and $3,987 to Emergency Housing
Consortium for emergency shelter to Cupertino families. The City of Cupertino will
also continue to coordinate services to the homeless through such inter-agency efforts as
the Collaborative, Help House the Homeless, and the Community Technology Alliance
and support the regional Continuum of Care.
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. Furthermore, adherence to Federal
J 1-'1
guidelines for reduction activities with lead-based paint IS provided for m 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.
FAIR HOUSING
Cupertino continues to support both the purpose and goal of fair housing and works to
achieve fair housing in administeril)g 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 2007 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.
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
17"lO
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.
As standard practice, notification is made to HUD on the availability of the City's
annual audit.
17,,'U)tA-
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
2007-08 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: $0 from CDBG, encourage City Council to consider
funding $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
2007-08 Request: $2,500
Annual Goal: Provide training and support to 100 programs offering
support services to the homeless.
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 and would like the City Council to consider adding money to the General
Fund Allocation for this agency.
/7.. Z/
EXHIBIT A
C. Cupertino Community Services
Comprehensive Assistance Program
2007-08 Request: $82,450
Annual Goal: Provide support services to 800 unduplicated Cupertino
households.
Project Description: Cupertino 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: $16,435 from CDBG, encourage City Council to fund
$17,601 from the Human Service Grants Program.
The agency provides necessary services to Cupertino residents. This activity is a
medium priority need in the Cupertino Consolidated Plan.
D. Cupertino Community Services
Rotating Shelter Program
2007-08 Request: $25,000
Annual Goal: Provide a maximum of 90 days shelter to 80 homeless
persons per year in churches located in Cupertino,
Saratoga and Sunnyvale. The program also provides
counseling 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 3D-day period.
These "host" churches have the responsibility of
providing the guest with meals; YMCA passes for
showers, etc. CCS provides additional support to the
shelter guests, including job counseling and assistance in
finding transitional and permanent housing.
Recommendation: $21,409 from CDBG
Cupertino Community Services has been very successful in administering this
program and it remains one of the most successful rotating shelter programs in
the county. CCS has applied to the cities of San Jose and Sunnyvale and has been
/7-Z-z.,
EXHIBIT A
successful at reCeIVIng County Emergency Shelter Grant funding. Staff
recommends the City continue its commitment to the Rotating Shelter Program.
E. Emergency Housing Consortium, Inc.
Emergency Shelter Program
2007-08 Request: $4,000
Annual Goal: Provide emergency shelter to 25 unduplicated Cupertino
residents at emergency shelter facilities throughout Santa
Clara County.
Project Description: Provide 2,000 nights of shelter and supportive services to
meet the needs of 25 unduplicated homeless Cupertino
residents.
Recommendation: $3,987 from Human Service Grants budget
The program meets a high priority according to Table 2B of the Cupertino
Consolidated Plan.
F. Live Oak Adult Day Services
Adult Day Care for Seniors
2007-08 Request: $15,456
Annual Goal: Provide "scholarships" to 11 Cupertino low-income
seniors enabling them to receive adult day care at the
facility.
Project Description: Cupertino Senior Day Services provides services for
seniors at risk of being institutionalized. Seniors can be
dropped off at the Cupertino facility to receive care and
participate in recreational activities while family
members are working.
Recommendation: $14,720 from CDBG
As the Cupertino population ages, more seniors are in need of this valuable
service. Cupertino does not have a large inventory of senior assisted living units,
programs such as Cupertino Senior Day Services provides families with an
alternative to moving parents and older family members into an assisted living
setting.
11~Z.3
EXHIBIT A
G. Outreach and Escort
Special Needs Transportation
2007-08 Request: $10,800
Annual Goal: Provide 9,000 discounted trips to 210 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: $0 from CDBG, encourage City Council to consider
funding $7,115 from Human Service Grants program.
Although this is a worthwhile program that provided a needed service a
Cupertino population, there is not enough money in the CDBG Public Service
budget to fund this program.
H. Second Harvest Food Bank of Santa Clara and San Mateo Counties
Operation Brown Bag
2007-06 Request: $5,000
Annual Goal: Provide food allotments to 75 unduplicated Cupertino
residents.
Project Description: Provide brown bags filled with food donations to
Cupertino seniors at Union Church of Cupertino.
Recommendation: $3,512 from CDBG
The program meets a high priority according to Table 2B of the Cupertino
Consolidated Plan. This program was previously funded at this same level.
through the Human Services Grants program of the Cupertino General Fund.
I 7 -- 2.'f
EXHIBIT A
I. Senior Adults Legal Assistance
2007-08 Request: $9,948
Annual Goal: Serve 50 Cupertino seniors.
Project Description: Senior Adults Legal Assistance (SALA) provides free
legal services to low and very low-income seniors at the
Cupertino Senior Center. Legal services provided are in
the area of consumer complaints, housing, elder abuse,
and simple wills.
Recommendation: $9,948
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 increased
funding level.
J. The Support Network for Battered Women
Domestic Violence Services for Cupertino Families
2007-08 Request: $5,900
Annual Goal: Serve a total of 20 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.
ADMINISTRA TIONjF AIR HOUSING:
K. Eden Council for Hope and Opportunity (ECHO)
Fair Housing Services
2007-08 Request: $9,400
Annual Goal:
Fair housing education to the housing industry,
investigating allegations of discrimination (11 cases a
17"2.5
EXHIBIT 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: $8,823 ($802 per low and moderate income client)
The program will provide a valuable service to the City of Cupertino, however, it
appears that the agency serves fewer and fewer low and moderate income clients
each year. At the recommendation of the local HUD office, the agency will only
receive reimbursement for serving low and moderate-income Cupertino
residents. Staff is suggesting a reimbursement rate of $802 per low and
moderate-income client. ECHO has been providing Cupertino's fair housing
services for many years. Staff likes the consistency of having ECHO continue the
program. Staff would like to require that the agency be required to meet with
local apartment managers annually to review fair housing law and provide
informational meeting for tenants on fair housing.
AFFORDABLE HOUSING FUND:
L. Affordable Housing Placement Program
Cupertino Community Seryices, Cupertino
2007-08 Request: $65,000
Annual Goal: Provide placement and necessary support services to 75
households (250 individuals). Continue current services.
Project Description: Cupertino Community Services has been responsible for
the screening and placement services for ten senior units
located at Chateau Cupertino as well as below market
rate rental units. They maintain a waiting list for
qualified applicants and provide services to those placed
in the affordable units.
Recommendation: $65,000 (Affordable Housing Fund)
The agency has successfully performed the necessary task of screening and
placement for Chateau Cupertino, City Center Apartments and compiling
waiting lists for the below market rate program. Cupertino Community Services
also continues to expand services beyond the scope specified by the City.
The city of Cupertino oversaw the Below Market Rate program and monitored
the BMR rentals at Forge-Homestead and A viare Apartments. However, limited
staff time made auditing the Aviare and Forge-Homestead programs impossible.
17"'2.~
EXHIBIT A
Last year's $10,000 funding increase enabled CCS to devote a full-time employee
to the program. This employee is responsible for auditing A viare and Forge-
Homeste~d Apartments, as well as handling all BMR ownership resale requests.
The staff person would also assemble procedural manuals for both the
ownership and rental programs. These manuals will assist any new staff person
taking over the program as well as document procedures.
17" )/
Exhibit B
TABLE 2A
Priority Needs Summary Table
Priority Need
Income Level: High, Unmet
PRIORITY HOUSING NEEDS (households) Category Medium, Low Need Goals
0-30% H 138 69
Small Related 31-50% H 116 58
51-80% M 53 16
0-30% M 30 9
Large Related 31-50% L 11 2
51-80% L 8 1
Renter 0-30% H 101 51
Senior 31-50% M 34 10
51-80% L 26 4
0-30% L 0 0
All Other 31-50% L 0 0
51-80% L 0 0
0-30% H 202 101
Owner (BMR ownership units) 31-50% M 128 38
51-80% L 99 15
Other S ecial Needs 0-80% H 375 188
Total Goals 1,320 475
Total 215 Goals 475
Total 215 Renter Goals 407
Total 215 Owner Goals 68
17.le
Exhibit B
TABLE 2B
Community Development Needs
. . . . .
. . . . . . . . . . .
.
. . . . . .
. . . . . . . .
.. .. . . . . . . . . . . . . . . .
PUBLIC FACILITY NEEDS (projects)
Senior Centers L
Handicapped Centers L
Homeless Facilities M 26 $6,500,000 $29,000
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 $2,177,000
Parking Facilities L
Non-Residential Historic Preservation L
Other Public Facilitv 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 $975,000
Pedestrian/Bicvcle 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 $10,800
Substance Abuse Services L
Employment Training H 59 $147,500 $10,000
Health Services L
Lead Hazard Screeninq L
Crime Awareness L
Domestic Violence Support H 26 $11,700 $4,600
Food, Clothing and Other Basic Needs M 1,910 $47,750 $25,000
ECONOMIC DEVELOPMENT
ED Assistance to For-Profits(businesses) M *
ED Technical Assistance(businesses) M *
Micro-Enterprise Assistance(businesses) L
Rehab; Publicly- or Privately-Owned L
Commercial/Industrial (proiects)
C/I* Infrastructure Development (projects) L
Other C/I" Improvements(projects) L
PLANNING
Planninq M $750,000 $50,000
TOTAL ESTlMA TED DOLLARS NEEDED: $32,764,127 $13,204,267
See narrative
/7- 21
CITY OF CUPERTINO
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
FOURTH YEAR FUNDING CYCLE FY 2007/2008
STANDARDIZED APPLICATION FOR FUNDING
1.
APPLICANT ORGANIZATION:
Date: February 15, 2007
Agency Name: Catholic Charities of San Jose, dba Catholic Charities of Santa Clara County
Street Address: 2625 Zanker Road, Suite 200 City: San Jose
State: CA 95134-2107
EXECUTIVE DIRECTOR: Gregory Kepferle
.~:;:~-?
Signature: //~ rf) i~
Phone No: (408) 468-0100
Fax No: (408) 944-0275
E-Mail: gkepferle@ccsi.org
2. PROJECT NAME: Long Term Care Ombudsman Program
Brief Project Description:
The Ombudsman Program has a unique role. Ombudsmen partner with residents, their families, long term
care facilities, community organizations and other interested parties to improve the quality of life for long
term care residents. Ombudsmen have a combination of functions: visitation, complaint. and crisis
response and advocacy. Ombudsmen are responsible to individual residents and support an environment
in which residents thrive. Often the Ombudsman is the only voice residents have in their own care. '
Identify City of Cupertino Consolidated Plan Priority Needs (see attached): Seniors / Disabled
Project Address/Location: 2625 Zanker Road, Suite 200 San Jose, CA 95134-2107
CONTACT PERSON/TITLE: Cindy Safe / Program Director Long Term Care Support Services
Phone No: (408) 944-0567
Fax No: (408) 944-0776
E-Mail:
csafe@ccsi.org
3.
FUNDS REQUESTED: $ 5,000.
Total Project Costs $ 497,054
Is this a Public Service Project: Yes --J No D
Cost Per Service Unit or Per Client: $20.00
Funds Requested from Cupertino in FY 07/08: $ 5,000. Funds Received in FY 06/07: $3,186
Number of proposed unduplicated Cupertino beneficiaries: 250
Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median
mcome:
0-30% (Extremely low)
51
31-50% (Very low) 35
51-80% (low)
72
City of Cupertino
Standardized Applicationfor Funding FY 07/08
/7"'31
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 overall purpose of the Ombudsman Program is to promote the interest, well being and rights of 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. Certified Ombudsmen provide a
personalized approach to service delivery. Regular contact with residents builds trust, visibility and clarity of
purpose, making residents more likely to express concerns that might not otherwise surface.
The Long Term Care Ombudsman Program will provide advocacy on behalf of the more than 370 residents of
Cupertino long term care facilities to make sure they have a voice in their own care and treatment. 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. Unannounced visitation allows the
Ombudsman to personally observe any actual or potential problems and the opportunity to identify and address
issues before they become larger systemic problems. Regular visits provide residents with the opportunity to
develop personal and confidential relationships and create an environment for registering complaints.
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.
While the Ombudsman's primary role is to advocate and resolve complaints, they also act as a consumer
representative, mediator, broker, facilitator, intermediary, and educator. Qmbudsmen are available to make
diverse education presentations to coirimunity groups, to resident councils and family councils, and to conduct
in-services for the staff of facilities. Frequently requested topics include residents' rights, dignity and respect,
elder abuse, and Ombudsman Program services. The Program is a resource for-r~sidents, family members and
the community on issues and concerns impacting long term care residents arid/or connected with aging.
Ombudsmen help clarify long term care facility regulations and offer information and referral to callers
inquiring about long term care facilities and available community based resources.
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 240 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. Additionally, through response to all consumer telephone
inquiries and I Community Education session, the Ombudsman Program will partner with residents, their
families, long term care facilities, community organizations and other interested parties to provide information
and referral on issues and concerns impacting long term care residents and/or connected with aging.
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?
Objective I. Outcome
OMBUDSMAN PRESENCE
Ombudsman visitation will promote the interest, well The Program will demonstrate and maintain an
being and rights of Cupertino long term care facility ongoing visibility through trained, certified
City of Cupertino
Standardized Application for Funding FY 07/08
2
17" 3 2.
residents. Ombudsman will observe the environment and
monitor conditions in long term care facilities and work
to improve the delivery of long term care services.
Objective 2.
COMPLAINT INVESTIGATION
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.
Objective 3.
COMMUNITY EDUCATION
tesidents, providers and the community at large will
gain greater understanding of long term care issues or
trends through a session by the Program.
Ombudsmen. Regular contact through
unannounced visitation with unduplicated
residents will build trust, visibility and clarity of
purpose, making residents more likely to express
concerns that might not otherwise surface.
l.a. Conduct a minimum of 56 on site visits to
Cupertino long term care facilities.
1.b. Personal contact with a minimum of
240 residents in CupeIiino long term
care facilities.
Outcome
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.
Outcome
The Program is a resource for residents,' family
memberS'and the community on issues and ,. '"
concerns' impacting long term care residents
and/or connected with aging.
3. Conduct I community presentation.
6. PROJECT MANAGEMENT
Briefly describe how the project will be managed and administered, including proposed staff time and staff
functions.
Catholic Charities of San Jose dba Catholic Charities of Santa Clara 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 12 years to newly hired. Staff have backgrounds in non profit
management, health care management, long term care, public health, public administration, finance, grief
counseling, and mediation. The Program Director oversees daily operations, including the monitoring of facility
coverage and complaint investigation by paid and volunteer certified Ombudsmen. Field Ombudsmen receive,
identify, investigate, and seek resolution of complaints made by or on behalf of residents in long term care
facilities. This position's focus is advocacy for the institutionalized. The Program Assistant's 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.
City of Cupertino
Standardized Application for Funding FY 07/08
3
17...33
An Ombudsman possesses a varied and complex set of skills, with an emphasis on effective communication.
Ombudsmen must be effective communicators in order to solve problems and advocate in various
environments. The ability to work with providers, regulators, and family members, representatives of other
social and community organizations and especially residents who may be frail or disabled limiting their ability
to communicate is essential to the core element of the Ombudsman who investigate. complaints.
Communication skills must include interviewing techniques in order to ascertain the facts and the ability to
document the information obtained during interviews. Ombudsmen generally possess good verbal and written
communication skills, strong interpersonal skills, are adept in problem solving and negotiating, and familiar
with the long term care environment and with other local community resources
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 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. The Long Term Care
Ombudsman Program, within the Older Adult Services division, serves individuals who due to frailty or chronic
illness, and the need for twenty four hour care and supervision, are unable to live or be cared for in their own
homes and are residing in licensed long term care facilities. Catholic Charities of San Jose dba Catholic
Charities of Santa Clara has administered the Long Term Care Ombudsman Program in Santa Clara County
since 1981.
In recent years, the Program has received funding from the City of Cupertino's CDBG or General Fund
Program. Project goals for fiscal year 05/06 were to contact 160 unduplicated residents, make 38 regular
unannounced facility site visits and investigate 14 complaints. During the fiscal year 05/06, the Program contacted
430 unduplicated residents dUring 124 regular unannounced facility site visits and investigated 40 complaints. .
Additional services provided during to date in 05/06 include witnessing 5 Advance Health Care Directives and u
assignment of 1 volurtteet Ombudsman to Cupertino.
The City of Cupertino has funded the program in past years and our contract goals have always been exceeded
or met.
Fiscal Year 2006/07 First half of Fiscal Year 2006/07
July I, 2006 through December 31,2006
160 unduplicated resident contacts 419 unduplicated resident contacts
38 site visits to Cupertino long term 34 site visits to Cupertino long term
care facilities care facilities
14 complaints investigated 33 complaints investigated
0 community education presentation I community education presentation
8. AUDIT INFORMATION:
Name, address and phone number of auditor.
The date of the last audit was October 20,2006. The audit was performed by:
Berger/Lewis Accountancy Corporation
99 Almaden Blvd., Suite 600
San Jose, CA 95113
(408) 494-1200
City of Cupertino Standardized Application for Funding FY 07/08
4
I 7- 3 t/
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 management letter suggested a few improvements to operations. These include updating the depreciation
schedule via a physical inventory, documenting a payroll review that occurs but is not documented, the addition
of another layer of review, with signature, on checks over $5,000, clearing up some old accounts payable, and
changing the coding of facilities contractors from professional fees to repairs and maintenance. The
management letter also briefly described the Sarbanes-Oxley Act and the California Nonprofit Integrity Act of
2004, and suggested that the Board continuously monitor the Organization's compliance with these laws.
9. OTHER SOURCES OF FUNDS ANTICIPATED ~~OR THIS PROJECT1:
SOURCE ESTIMATED AMOUNT ST A TUS2
Older American Acts Funds 253,191 Anticipated renewal of existing allocation
Federal/State
Cities/Towns of Campbell, Los 106,904 Applications submitted and pending.
Altos, Los Gatos, Milpitas,
Morgan Hill, Mountain View,
Palo Alto, Santa Clara and
Sunnyvale
City of Cupertino 5,000
United Way 2,876 Anticipated renewal of existing allocation
Catholic Charities Community . 92,272 Anticipated renewal of existing allocation - ---
Contribution -
Fundraising / Donations 36,811 Anticipated revenue ..c--... ... .. ...... _.
.. ........ ....
ESTIMATED TOTAL PROJECT COST: $ 497,054
(Should equal total project cost on cover page)
1 Include all sources of funds including CDSG allocations.
Should indicate the status of commitment of funding source, i.e. secured, committed or application pending with
anticipated dates of final funding decisions.
City of Cupertino
Standardized Application for Funding FY 07/08
5
17~35
10.
CITY OF CUPERTINO
PROJECT WORK PLAN
FY 2007/2008
AGENCY NAME: Catholic Charities of San Jose. dba Catholic Charities of Santa Clara County DATE PREPARED.;.
PROJECT NAME: Lonq Term Care Ombudsman Proqram
Specific Activities Products or Milestones to be accomplished Benchmarks or Beneficiaries
(Use Specific Numerical Data When Possible) For Each Quarter
Quantify When Possible
1 st 2nd 3rd 4th TOTAL
1. OMBUDSMAN PRESENCE
The Program will demonstrate and maintain 1.a. Personal contact with a minimum of 250 63 63 62 62 250
an ongoing presence to residents in residents in Cupertino long term care facilities
Cupertino's long term care facilities through
a sufficient number of trained and certified 1. b. Conduct 56 on site visits to Cupertino long 14 14 14 14 56
Ombudsmen term care facilities
2. COMPLAINT INVESTIGATION
The Program will receive, identify, respond
to, investigate, and mediate fair resolution of 2.b. Investigate a minimum of 20 complaints and
residents' problems in long term care advocate for fair resolution. 5 5 5 5 20
facilities.
3. COMMUNITY EDUCATION
Residents, providers and the community at 3.a. 100% response to consumer inquiries for 100% 100% 100% 100% 100%
large will gain greater understanding of long information about long term care facilities'
term care issues or trends through a location, services, performance ~nd citation
presentation by the Program. records and practices.
3. b. 100% response to requests for information 100% 100% 100% 100% 100%
and referral to community resources.
3.c. Conduct 1 community presentation on long
term care issues or trends. 1 1
.......
...J
I
~ City of Cupertino
~
Standardized Applicationfor Funding FY 07/08
6
Bl ET
For AmoulU Requested
FY.2007/2008
Agency Name: Catholic Charities of San Jose, dba Catholic Charities of Santa Clara Count V Date Prepared:
Pr . LTC 0 b d P
O.lect Name: onq erm are m u sman roaram
Category BUDGET FOR YEAR
Salaries . , 3,550
Employee Benefits/Taxes 1 ,450
Professional Fees - Auditing
Professional Fees- Financial
Professional Fees - Other
Professional Fees - Legal
Supplies - Food
Supplies - Office
Supplies - Recreation - Other
Telephone . ,
Postage
Occupancy! Space! Rent
Equipment
Equipment Maintenance
Printing
Transportation - Employee Mileage
Transportation - Bus, Taxi, etc. !
Conferences -Education /Training :
Conferences - Hotel! Meals
Due - Organization! Publications
Miscellaneous Advertising
Insurance
Depreciation - Equipment -Building
Administration! Management
Information Systems Support ,.
Total Expenditures 5,000
.....
~ City of Cup ertin 0
W
""
Standardized Application for Funding FY 07/08
7
CITY OF CUPERTINO
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
FOUTH YEAR FUNDING CYCLE FY 2007/2008
STANDARDIZED APPLICATION FOR FUNDING
1. APPLICANT ORGANIZATION:
Date: February 9, 2007
Agency Name: Community Technology Alliance
Street Address: 115 E. Gish Road #222 City: San Jose
State: CA
EXECUTIVE DIRECTOR: Ray Allen
Signature: ~~~......
Phone No.: 4084378800 Fax No.: 4084379169 E-Mail: Ray@CTAgroup.org
2. PROJECT NAME: HMIS SCC (Homeless Management Information System)
Brief Project Description: Countywide, collaborative homeless client case management and data collection
tool for coordinating holistic service delivery and collecting uniform data as required by HUD.
Identify City of Cupertino Consolidated Plan Priority Needs (see attached):
Goal D, Policy 3-11 Cupertino's Annual ActionPlanst~ates "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."
Project Address/Location: City and Countywide
CONT ACT PERSON/TITLE: Betsy Arroyo/Grants Administrator
Phone No.: 4084379167 Fax No.: 4084379169 E-Mail: Betsy@CTAgroup.org
3. FUNDS REQUESTED: $2,500
Total Project Costs: $376,030
Is this a Public Service Project: Yes [;g] No 0 Cost Per Service Unit or Per Client: $50
Funds Requested from Cupertino in FY 07/08: $2,500 Funds Received in FY 06/07: $0
Number of proposed unduplicated Cupertino beneficiaries: 50
Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median
income:
0-30% (Extremely low) 50
31-50 (Very low)
51-80% (low)
City of Cupertino
Standardized Applicationfor Funding FY 07/08
I
/7-18
4. PROJECT DESCRIPTION AND NUMBER OF UNDUPLICA TED 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 also describe the City of Cupertino target population and geographic boundaries of
target areas. Also indicate the specific type and number of total un duplicated project beneficiaries
(e.g. 50 lower income families, 25 homeless persons, 100 lower income households, etc.).
The CDBG-eligible, shared web-based Homeless Management Information System increases the
effectiveness and efficiency of over 150 programs in Cupertino and Santa Clara County with a shared goal
of ending, preventing and shortening episodes ofhomelessness. HMIS SCC serves as the primary client
data collection and management tool, benefits unhoused and at risk clients who receive more holistic,
coordinated service and provides policy makers with an accurate count of those receiving services, helps
determine which services - and combination of services - work best. Of the 6,949 clients receiving
homeless services and shelter in 2006 who reported a last permanent residence in Santa Clara County, 641
unduplicated individuals -- .92% -- were from Cupertino. Five of these were single heads of household,
twelve were veterans, and sixteen were chronically homeless?
Community Technology Alliance was chosen by our County's 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 150+ partnering
programs that actively participate in HMIS. Plans for the funded year include working with these partners
(including Cupertino 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. Funds from the City of Cupertino would be
used towards required software licenses and support 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. How
does the purpose and objectives meet the priority needs?
Goal D Policy 3 -11 ofthe City of Cupertino's Consolidated Plan prioritizes supporting
organizations that provide services to special need households, including the unhoused. The Plan further
states: "Because home1essness 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 McKinney Vent03 funds ($9,360,889 to be shared by 38 programs in 2006) and marshals the
collective will of the jurisdictions by providing data that can better inform policy makers.
I Address information is not collected for children. A solution to this problem and the resulting underreporting of
total clients served is being investigated.
2 HUD defines the chronically homeless as disabled, single adults with either four or more episodes of homelessness
in three years or an episode one year or longer.
3 Congress has mandated that all Continua that receive McKinney Vento and other HUD funds for homeless projects
have an HMIS in place.
City of Cupertino Standardized Application for Funding FY 07/08
2
17~3?
6. PROJECT MANAGEMENT
Briefly describe how the project will be managed ~nd 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 oversees the eleven county Regional Homeless Information Network
(RHINO). The System Administrator interfaces with the software developer, monitors and maintains the
central server, issues data quality exception reports to patinering programs, manages user licenses and
ensures the integrity of the HMI System. The Data Manager designs and provides reports to policy
makers and funders on the aggregate demography of our county's unhoused residents, oversees 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. 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 fifteen years Community Technology Alliance has provided the technical infrastructure to
ensuretnaThomeless ari<ratrisk individuals and families throughout Santa Clara County gain access_to
services from the myriad of public and nonprofit agencies that work towards preventing, ending arid
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 county's 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.
While not previously funded by the City of Cupertino, our Community V oiceMail program
received funding from The City of Cupertino during the City's participation in Urban County CDBG. We
are currently funded by the San Jose and County CDBG pools and continue to meet or exceed all program
goals.
City of Cupertino
Standardized Application for Funding FY 07/08
3
I 7- '10
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 rmdings or concerns.
Our audit for the fiscal year ending June 30,2006 was performed by the Berger Lewis
Accountancy Corporation and shows no findings or concems. A copy is attached to this application.
9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECT4
SOURCE ESTIMATED AMOUNT STATUSs
BUD 289,254 (2/07) . Renewal pending
. BUD Admin 14,462 (2/07) Renewal pending
"San Jose HTF 50,000 (5/07) Renewal to be submitted Iff.
March ..
Palo Alto HSRAP 2,750 (3/07) Renewal pending
Mountain View CDBG 7,500 (3/07) Pending
Gilroy CDBG 5,000 (3/07) Pending
Donations and Contributions 2,064 (ongoing) Anticipated
ESTIMATED TOTAL PROJECT COST: $376,030
(Should equal total project costs on cover page)
4 Include all sources of funds including CDBG allocations.
5 Should indicate the status of commitment of funding source, i.e. secured, committed or application pending with
anticipated dates of final funding decisions.
City of Cupertino Standardized Application for Funding FY 07/08
4
17''11
CITY OF CUPERTINO
PROJECT WORK PLAN
FY 2007/2008
AGENCY NAME: Community Technology Alliance
DATE PREPARED: February 2, 2007
PROJECT NAME: HMIS SCC
-
Specific Activities Products or Milestones to be accomplished Benchmarks or Beneficiaries
(Use Specific Numerical Data When Possible) For Each Quarter
Quantify When Possible
1 st 2nd 3rd 4th TOTAL
Provide the technology, training and Data on 50 un4uplicated participants whose 12 13 13 12 50
support to 100 partnering programs last permanen( ;address was in Cupertino
available to Cupertino residents that use entered into HMIS SCC
HMIS SCC to provide more holistic case
management end, shorten and prevent
episodes of homelessness.
.,
!
...J
\
-t"city of Cupertino
~
Standardized Application for Funding FY 07/08
5.
BUDGET
For Amount Requested
FY 2007/2008
Agency Name: Community Technology Alliance
Project Name: HMIS
Date Prepared: Fp.hn Irlry ?, ?007
CATEGORY BUDGET FOR YEAR
SALARIES:
"
Personnel b I
Benefits I'
OFFICE EXPENSE:
'.
Rent 1
Telephone/Fax
Printing .,
Travel ~I.)
Utilities )1
"
Office Supplies I'
.'
Postage f;l
Equipment
Maintenance/Repair 2500
Software Licenses
PROJECT EXPENSES:
Accounting Services
Auditing Fees
Insurance
Davis Bacon Compliance
PROJECT CONSTRUCTION:
Appraisal
Engineering Services
ArchitecturaVDesign
Acquisition
1
TOTAL:
~
\
..t.
W
6
CITY OF CUPERTINO
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
FOUTH YEAR FUNDING CYCLE FY 2007/2008
STANDARDIZED APPLICATION FOR FUNDING
1.
APPLICANT ORGANIZATION:
Date: Feb. 16,2007
Agency Name:
Cupertino Community Services
Street Address:
10104 Vista Dr.
City: Cupertino
State: CA
EXECUTIVE DIRECTOR: Naomi Nakano-Matsumoto
Signature: ~
Phone No: (408)255-8033 Fax No (408)366-6090)E-Mail: naomin(lV,cupertinocommunityservices.org
2. PROJECT NAME: Affordable Housing Program
Brief Project Description: CCS has successfully implemented the Affordable Housing Program
(AHP) for the City od Cupertino in the past 14 years. The AHP is comprised of administrating the
Cupertino Below Market Rate (BMR) rental and sales programs.
Identify City of Cupertino Consolidated Plan Priority Needs (see attached):Affordable renter units for all
size households (30-50%H) 51-80% L); Affordable Owner Units (51-80% L)
Project Address/Location: 10104 Vista Drive, Cupertino, CA 95014
CONTACT PERSON/TITLE:
J acquey CareyIHousing Program Director
Phone No:(408)255-8033 Fax No: (408)366-6090 E-Mail: iacquevc@cupertinocommunitvservices.org
3.
FUNDS REQUESTED: $ 65,000
Total Project Costs $89,250
Is this a Public Service Project: Yes C8J No D
Cost Per Service Unit or Per Client: $405
Funds Requested from Cupertino in FY 07/08: $65,000 Funds Received in FY 06/07:$65,000
Number of proposed unduplicated Cupertino beneficiaries: 220
Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median
Income:
0-30% (Extremely low)
N/A 31-50% (Very low) 140
51-80% (low) 60
City of Cupertino
Standardized Application for Funding FY 07/08
I 7 - if'f
4. PROJECT DESCRIPTION AND NUMBER OF UNDUPLICATED CLIENTS SERVED:
Provide a brief description ofthe 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.).
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-income". Overall, it states that in 2001 at least 1,651 of these
lower income households are "overpaying" for housing (paying more than 30% of their income). Many residents are
one paycheck away from homelessness; increasingly, professionals find themselves in this situation.
Cupertino Community Services, Inc. (CCS) addresses the needs for affordable housing available to the homeless to
moderate-income members in our community. CCS has successfully implemented the Affordable Housing Program
for the City of Cupertino for the past thirteen years. The CCS 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 100 BMR rental units. CCS
documents. eligibility and maintains an open working waiting list for prospective tenants. CCS re-qualifies all tenants
on the anniversary of their move-in date or when the HUD guidelines are announced. CCS also screens and places
eligible seniors into affordable units identified by the City. Currently, CCS manages 10 units at Chateau Cupertino.
It is anticipated that CCS will serve 200 very-low and low income renters.
The BMR Sales Program identifies, qualifies and places median and moderate income home buyers. CCS
qualifies and maintains a waiting list for future sales projects. CCS also administers any resale of BMR purchased
units to appropriate qualified buyers. CCS staff conducts annual residency verifications and audits. It is anticipated
that CCS will qualify and place 20 median and moderate income households in ownership housing.
CCS continues to create and distributes outreach materials to publicize the availability of all Affordable Housing
Programs. CCS 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, CCS not only works to place households in the
BMR Program but offers information and referral to find appropriate housing for all populations.
City of Cupertino
Standardized Application for Funding FY 07/08
2
17-t.f5
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:
a To provide & maintain an adeauate supply of residential units for all economic segments;
a To provide support to the City of Cupertino to meet their goals for affordable housing;
a To advocate for housing that is affordable for a diversity of Cupertino households;
a To assist the participants with finding affordable secure housing.
o 100 BMR rental units will be occupied;
o Maintain BMR sales waiting list and notification list.
a All BMR rental units & sales homes will be verified annually;
CCS' Cupertino Below Market Rate Program 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 households.
6. PROJECT MANAGEMENT
Briefly describe how the project will be managed and administered, including proposed staff time and
staff functions.
Housing Services Manager (60%): manages all aspects of the Affordable Housing Program; conducts intake,
assessment and placement of applicants; maint~ins 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 trends/needs; provides support services: community outreach, community relations.
Screen and place all BMR sales applicants.
Housing Specialist (50%): assists in the administering of the Affordable Housing Program in both sales and rental;
provides on-going information and referral.
City of Cupertino.
Standardized Application for Funding FY 07/08
3
17--Lf0
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 30 years, CCS 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 5,000 individuals utilized CCS' programs.
CCS has successfully implemented the Affordable Housing Program for the City of Cupertino for the past fourteen
(14) years. The CCS Affordable Housing Program consists of administering the Cupertino Below Market Rate
(BMR) Rental Program and Sales Program. During FY 05-06, 175 persons were placed in BMR rental units. Also,
4 households were able to purchase a BMR ownership unit and 18 households are waiting to close.
CCS 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, CCS is a small agency where Program Managers
and the Executive Director come in daily contact with clients. This allows for direct community communication with
CCS management.
Through immediate and ongoing assistance and the "continuum of care," CCS 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 fmdings 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.
CCS has received a clean audit with no accompanying management letter for the FY 2005/2006.
City of Cupertino
Standardized Application for Funding FY 07/08
4
/7-47
9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECTI:
SOURCE ESTIMATED AMOUNT STATUS2
City of Cupertino -
CDBG $65,000 Pending May 2007
Earned Income -
BMR administrative $10,000 Anticipated
fee
CCS donations - $14,250 Anticipated
groups, special
events, etc.
,
ESTIMATED TOTAL PROJECT COST: $ 89.250
(Should equal total project cost on cover page)
1 Include all sources of funds including CDBG allocations.
2 Should indicate the status of commitment of funding source, i.e. secured, cominitted or application pending with
anticipated dates of final funding decisions.
City of Cupertino
Standardized Application for Funding FY 07/08
5
17- 4'8
10.
CITY OF CUPERTINO
PROJECT WORK PLAN
FY 2007/2008
AGENCY NAME Cupertino Community Services
DATE PREPARED 2.13.07
PROJECT NAME Affordable Housing Program
Specific Activities Products or Milestones to be accomplished Benchmarks or Beneficiaries
(Use Specific Numerical Data When Possible) For Each Quarter
Quantify When Possible
1 st 2011 3rd 4th TOTAL
. Provide PR for BMR program. . To be done on an on-going basis. 1 ad 1 ad 1 ad 1ad 4 ads
(minimum of 4 times per year)
. . Update informational packets annually (i.e.
application, trifolds, website, etc.) . To be done annually following HUD release 1 1 set of
dates. updated
. Distribute packets to appropriate location packet.
for BMR sales waiting list opening. (i.e.
library, city hall, school districts, . To be done annually following HUD release 100 100 packets
community centers, etc.) dates. placed
throughout
Cupertino.
. Process applications (interviews & . Keep adequate households for vacancies 50 55 60 55 200
recertification) BMR rental & sales.
. Maintain active waiting list and all units . To be run quarterly following HUD release dates. 1run 1 run 1 run 1 run 4 waiting
occupied. lists.
. Audit participating rental complexes & . On-going 2 2 75H.H. 3 82 audits
sales units
. Work wlHousing Commission to advocate . On-going 3 3 3 3 12 mtgs.
according to City goals for affordable
housing, attend meetings, doing research,
etc.
-
""-oJ
I
..r:
~ City of Cupertino
Standardized Application for Funding FY 07/08
6
11.
BUDGET
For Amount Requested
FY 2007/2008
Agency Name: Cupertino Community Services
Date Prepared: 2.13.07
Project Name: Affordable Housing Program
-
CATEGORY BUDGET FOR YEAR
,
SALARIES:
Personnel 50,000
Benefits 10,000
OFFICE EXPENSE: 5,000
Rent
Telephone/Fax
Printing
Travel
Utilities
Office Supplies
Postage
Equipment Maintenance
/Repair
PROJECT EXPENSES:
Accounting Services
Auditing Fees
Insurance
Davis Bacon Compliance
PROJECT CONSTRUCTION:
Appraisal
Engineering Services
ArchitecturallDesign
Acquisition
TOTAL: 65,000
-....1
,
~
City of Cupertino
Standardized Application for Funding FY 07/08
7
CITY OF CUPERTINO
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
FORTH YEAR FUNDING CYCLE FY 2007/2008
STANDARDIZED APPLICATION FOR FUNDING
1.
APPLICANT ORGANIZATION:
DATE: February 16, 2007
Agency Name: Cupertino Community Services
Street Address: 10104 Vista Drive
City: Cupertino
Zip: 95014
EXECUTIVE DIRECTOR: Naomi Nakano-Matsumoto
Signature: ~
Phone No: 408-255-8033
Fax No: 408-366-6090
Email: naomin(al,cupertinocommunitvservices.org
2. PROJECT NAME: Comprehensive Assistance Program - Human Services Grant
Brief Proj ect Description: The Comprehensive Assistance Program provides basic needs support to
3,000 extremely-low to low-income West Valley residents. Cupertino residents and homeless
individuals comprise of 30% of CCS client population. Services include food, clothing, shelter,
emergency cash assistance. information/referral and case management.
Identify City of Cupertino Consolidated Plan Priority Needs (see attached): Food, Clothing and Other
Basic Needs eM) The 2005-2006 Cupertino Consolidated Plan states an unmet priority need of 1,910.
Project Address/Location: 10104 Vista Drive, Cupertino, CA 95014
CONTACT PERSON/TITLE: Kim Ferm/Director of Direct Services
Phone No: 408-255-8033 x102 Fax No: 408-366-6090
Email: kimf((v,cupertinocommunitvservices.org
3.
FUNDS REQUESTED: $30.000
Total Project Costs: $349,764
Is this a Public Service Project: Yes X No 0
Cost Per Services Unit or Per Client: $343/client
Funds Requested from Cupertino in FY 05/06: $30,000
Funds Received in FY 06/07: $16,435
Number of proposed unduplicated Cupertino beneficiaries: 384 homeless or low-income individuals
Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median
Income:
0-30% (Extremely low) 87%
31-50% (Very low) 10% 51-80% (Low) 3~
City of Cupertino
Standardized Application for Funding FY 07/08
1
/ 7~ 5 I
4. PROJECT DESCRIPTION AND NUMBER OF UNDUPLICATED CLIENTS SERVED:
Provide a brief description of the specific project being proposed. This description should clearly state
what the project intends to provide or accomplish and the specific activities for which funds will be
used. It should describe the City of Cupertino target population and geographical 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.).
In fiscal year 2007-2008, Cupertino Community Services' Comprehensive Assistance Program (CAP) will serve
over 2,500 extremely-low to low-income residents and homeless people Fom West Valley area, including
Cupertino, West San Jose, surrounding areas, De Anza college students, and families in the Cupertino School
District. More than 416 residents will reside in the City of Cupertino.
The CAP Food Pantry, staffed by community volunteers, will distribute over 48,000 pounds offood to 384 very-
low and low-income 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. CAP also solicits from the community and distributes special need items such as fresh
vegetables and holiday food baskets. Vouchers are available for dietary and ethnic specific needs.
Vouchers to the Salvation Army Thrift Store will be issued for clothing and household items.
The CAP Emergency Cash Assistance service will provide over $24,000 in direct assistance and vouchers for
rental assistance, deposits, utilities payments, clothing, medical expenses, hotel/motel and transportation to 56
households. CCS administers funds provided by United Way Emergency Assistance Network, PG&E REACH, San
Francisco Chronicle Seasons of Sharing Fund, FEMA, EHAP, The Salvation Army, St. Joseph's Catholic Church
Outreach Fund, Assistance League of Los Altos, The Housing Trust, County of Santa Clara Cal Works program
and the Housing Industry Foundation. Case managers work closely with individuals and families to determine
qualifications, needs and capabilities to stabilize. Cash assistance is not for on going support but to help people
who face unexpected financial setbacks. The one-time financial assistance prevents the destabilization of
individuals and households with critical needs.
In addition to meeting the basic physical needs of our clients, CCS also offers a variety of unique holiday
programs. During the December holidays, CAP Adopt-a-Family program channels the generosity of the
community to those in need. Staff matches families who have little with which to celebrate the holidays, to those
who want to share what they have with others. Other seasonal programs include back to school shopping spree,
summer camps, and backpack giveaway programs. Over $24,000 of in-kind gifts will be leveraged to benefit
participants.
All ofCCS' services and outreach efforts are available in English, Spanish, Chinese and Russian. CCS continues
to recruit linguistically diverse staff and volunteers to ensure our accessibility to the diverse population that we
serve.
City of Cupertino
Standardized Application for Funding FY 07/08
2
I 7~ S z.
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 the San Francisco/Bay Area Housing Crisis Report Card published in June 2002 by The
Non-Profit Housing Association of Northern California and the Greenbelt Alliance, a fulltime worker
must earn $27.36 an hour in order to afford a 2-bedroom apartment in the Bay Area. This equals to
approximately a $56,900 annual salary. The average household income for people seeking services at
CCS continues to be approximately $25,000. Many of the households served are working poor. While
they have a difficult time making ends meet, they may not necessarily qualify for public assistance. CCS
is their primary source of basic support.
The United Way Trends Report states that one-fifth of all households in Silicon Valley have trouble
achieving economic self-sufficiency due to the high cost of living. CCS programs and services represent
a regional approach and is recognized in the City of Cupertino 2005-2006 Consolidated Plan as
"necessary services to Cupertino residents" to prevent "at-risk" individuals and families from becoming
homeless.
The goal of the program is to help individuals and families become stabilized or to prevent them from
becoming destabilized.
. The Food Pantry will distribute over 48,000 pounds offood to 384 very-low and low-income individuals.
. The Emergency Cash Assistance service will provide over $24,000 in direct assistance and vouchers to
56 West Valley households.
. The Seasonal programs, including back to school shopping spree, summer camps, and backpack
giveaway programs, will leverage over $24,000 of in-kind gifts to 100 benefit participants.
CCS is the main provider of critical ba~sic human services to West Valley communities. The majority of
CCS clients are single mothers and their children.
6. PROJECT MANAGEMENT
Briefly describe how the project will be managed and administered, including proposed stafftime and
staff functions.
Program Director (50%): ensure Program compliance with funders and CCS policies and procedures;
case management; analyze case records; maintain program statistics and produce reports; maintain in-
kind donation network; monitor and distribute direct assistance cash fund; solicit community resources.
Case Manager (50%): perform client intake and annual re-certification; provide on-going case
management; manage all seasonal special programs.
Volunteer Manager (50%): volunteer recruitment, training and scheduling; community outreach and
community relations.
City of Cupertino
Standardized Application for Funding FY 07/08
3
'7-53
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. Ifpreviously funded, what
were goals and accomplishments ofCDBG projects?
CCS has been serving the community for 34 years. CAP uses best practices to achieve our results. CCS
consistently surpasses program goals and milestones. During the last fiscal year 2005-2006, CCS
served 1,584 individuals, a 21% increase over the previous year; distributed the $28,953 in vouchers
and cash assistance; and distributed 69,681 pounds offood. In a recent CCS client survey, 74%
reported that they "strongly agree" there has been a drastic improvement in their lives as a result of
their contact with CCs. The success of the program is that we are able to respond in a timely manner to
the multitude of clients' emergency needs, ranging from food to permanent housing. More clientele also
reported that they utilize the food pantry as their primary source of food. This is a significant finding,
because the food pantry is intended to supplement a family for up to 3 days per week.
In response to the on-going increase in demand for services, the City of Cupertino has supported CCS
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.
The total Program budgetfor CAP is $349,674. We are requesting 15%from the City of Cupertino in
the amount of $3 0, 000 tofund CAP.
We have a dedicated staffworking on this project. The CCS staffis diverse and represents the
community that we serve. Staff language skills include English, Spanish, Vietnamese, Chinese and French.
The fund will be used to support staff salaries and benefits. Our strong infrastructure enables us to
respond to the changing needs of our clientele.
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 2005/2006.
City of Cupertino
Standardized Application for Funding FY 07/08
4
17-5'1
9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECT1:
SOURCE ESTIMATED AMOUNT STATUS
Cupertino CDBG 52,450 Pending
Cupertino Human Services 30,000 Pending
United Way - Community Impact 15,000 Application Pending
United Way-EAN 4,590 Committed
Salvation Army 12,900 Committed
Housin2 Trust 3,750 Secured
Corporations 6,000 Anticipated
Individuals & Groups 11,984 Anticipated
County of Santa Clara -Cal Works 6,000 Committed
In-kind resources 207,000 Secured
ESTIMATED TOTAL PROJECT COST: $349.764
(Should equal total project cost on cover page)
1 Include all sources of funds including CDBG allocations.
2 Should indicate the status of commitment of funding source, i.e. secured, committed or application pending with anticipated dates of
final funding decisions.
City of Cupertino
Standardized Application for Funding FY 07/08
5
/7-55
CITY OF CUPERTINO
PROJECT WORK PLAN
FY 2007/2008
AGENCY NAME Cupertino Community Services
DATE PREPARED February 16. 2007
PROJECT NAME Comprehensive Assistance Program - Human Services Grant
I
Specific Activities Products or Milestones to be accomplished Benchmarks or Beneficiaries
(Use Specific Numerical Data When Possible) For Each Quarter
Quantifv When Possible
1 st 2nd 3rd 4th TOTAL
. Provide ongoing support through . 384 individuals annually. 96 96 96 96 384
a food pantry, clothing closet and
seasonal programs.
. Provide vouchers for . 48,000 pounds of food will be 12,000 12000 12000 12000 48,000
transportation, clothing, medical distributed
needs, baby & new mother needs.
. Provide emergency cash . $24,000 direct assistance cash and $6,000 $6,000 $6,000 $6,000 $24,000
assistance to decrease eviction, vouchers will be distributed
utility shut-ofts, and unmet
medical needs.
. Provide a variety of volunteer . 56 households will receive 14 14 14 14 56
opportunities for the community. emergency vouchers or cash
assistance.
, .'
, '
-
-..J
I
\J\
(\'
City of Cupertino
Standardized Applicationfor Funding FY 07/08
6
, !
i
BUDGET
For Amount Requested
FY 2007/2008
Agency Name: Cupertino Community Services
Date Prepared: February 16,2007
Project Name: Comprehensive Assistance Program - Human Services Grant
CATEGORY BUDGET FOR YEAR
SALARIES:
Personnel $27,650
Benefits
OFFICE EXPENSE:
Rent
Telephone/Fax $500
Printing
Travel $100
Utilities $1000
Office Supplies $500
Postage
Equipment $250
MaintenancelRepair
PROJECT CONSTRUCTION:
Accounting Services
Auditing Fees
Insurance
Davis Bacon Compliance
PROJECT CONSTRUCTION:
Appraisal
Engineering Services
Architectural/Design
Acquisition
I
,
TOTAL: $30,000
-
--J
I
~
""-1
City oj Cupertino
Standardized Application Jor Funding FY 07/08
7
CITY OF CUPERTINO
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
FORTH YEAR FUNDING CYCLE FY 2007/2008
STANDARDIZED APPLICATION FOR FUNDING
1.
APPLICANT ORGANIZATION:
DATE: February 16. 2007
Agency Name: Cupertino Community Services
Street Address: 10104 Vista Drive
City: Cupertino
Zip: 95014
EXECUTIVE DIRECTOR: Naomi Nakano-Matsumoto
Signature: ~
Email: naomin(@cupertinocommunitvservices.org
Phone No: 408-255-8033
Fax No: 408-366-6090
2. PROJECT NAME: Comprehensive Assistance Program
Brief Project Description: The Comprehensive Assistance Program provides basic needs support to
3.000 extremely-low to low-income West Valley residents. Cupertino residents and homeless
individuals comprise of 30% of CCS client population. Services include food. clothing. shelter.
emergency cash assistance. information/referral and case management.
Identify City of Cupertino Consolidated Plan Priority Needs (see attached): Food. Clothing and Other
Basic Needs eM) The 05-06 Cupertino Consolidated Plan states an unmet priority need of 1.910.
Project Address/Location: 10104 Vista Drive. Cupertino. CA 95014
CONTACT PERSON/TITLE: Kim Ferm/Director of Direct Services
Phone No: 408-255-8033 x102 Fax No: 408-366-6090
Email: kirnf(@cupertinocommunitvservices.org
3.
FUNDS REQUESTED: $52.450
Total Project Costs: $349.764
Is this a Public Service Project: Yes X No 0
Cost Per Services Unit or Per Client: $343/client
Funds Requested from Cupertino in FY 05/06: $54.000
Funds Received in FY 06/07: $17.601
Number of proposed unduplicated Cupertino beneficiaries: 416 homeless or low-income individuals
Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median
Income:
0-30% (Extremely low) 87%
31-50% (Very low) 10% 51-80% (Low) 3~
City of Cupertino
Standardized Application for Funding FY 07/08
1
17 - 5Cf
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 geographical 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.).
In fiscal year 2007-2008, Cupertino Community Services' Comprehensive Assistance Program (CAP) will serve
over 2,500 extremely-low to low-income residents and homeless people Fom West Valley area, including
Cupertino, West San Jose, surrounding areas, De Anza college students, and families in the Cupertino School
District. More than 416 residents will reside in the City of Cupertino.
The CAP Food Pantry, staffed by community volunteers, will distribute over 52,000 pounds of food to 416 very-
low and low-income 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. CAP also solicits from the community and distributes special need items such as fresh
vegetables and holiday food baskets. Vouchers are available for dietary and ethnic specific needs.
Vouchers to the Salvation Army Thrift Store will be issued for clothing and household items.
The CAP Emergency Cash Assistance service will provide over $26,000 in direct assistance and vouchers for
rental assistance, deposits, utilities payments, clothing, medical expenses, hotel/motel and transportation to 64
households. CCS administers funds provided by United Way Emergency Assistance Network, PG&E REACH, San
Francisco Chronicle Seasons of Sharing Fund, FEMA, EHAP, The Salvation Army, St. Joseph's Catholic Church
Outreach Fund, Assistance League of Los Altos, The Housing Trust, County of Santa Clara Cal Works program
and the Housing Industry Foundation. Case managers work closely with individuals and families to determine
qualifications, needs and capabilities to stabilize. Cash assistance is not for on going support but to help people
who face unexpected financial setbacks. The one-time financial assistance prevents the destabilization of
individuals and households with critical needs.
In addition to meeting the basic physical needs of our clients, CCS also offers a variety of unique holiday
programs. During the December holidays, CAP Adopt-a-Family program channels the generosity of the
community to those in need. Staff matches families who have little with which to celebrate the holidays, to those
who want to share what they have with others. Other seasonal programs include back to school shopping spree,
summer camps, and backpack giveaway programs. Over $26,000 of in-kind gifts will be leveraged to benefit
participants.
All ofCCS' services and outreach efforts are available in English, Spanish, Chinese and Russian. CCS continues
to recruit linguistically diverse staff and volunteers to ensure our accessibility to the diverse population that we
serve.
City oj Cupertino
Standardized Application Jor Funding FY 07/08
2
/7 -(PO
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 the San Francisco/Bay Area Housing Crisis Report Card published in June 2002 by The
Non-Profit Housing Association of Northern California and the Greenbelt Alliance, a fulltime worker
must earn $27.36 an hour in order to afford a 2-bedroom apartment in the Bay Area. This equals to
approximately a $56,900 annual salary. The average household income for people seeking services at
CCS continues to be approximately $25,000. Many of the households served are working poor. While
they have a difficult time making ends meet, they may not necessarily qualify for public assistance. CCS
is their primary source of basic support.
The United Way Trends Report states that one-fifth of all households in Silicon Valley have trouble
achieving economic self-sufficiency due to the high cost of living. CCS programs and services represent
a regional approach and is recognized in the City of Cupertino 2003-2005 Consolidated Plan as
"necessary services to Cupertino residents" to prevent "at-risk" individuals and families from becoming
homeless.
The goal of the program is to help individuals and families become stabilized or to prevent them from
becoming destabilized.
. The Food Pantry will distribute over 52,000 pounds offood to 416 very-low and low-income individuals.
· The Emergency Cash Assistance service will provide over $26,000 in direct assistance and vouchers to
64 West Valley households.
. The Seasonal programs, including back to school shopping spree, summer camps, and backpack
giveaway programs, will leverage over $26,000 of in-kind gifts to 100 benefit participants.
CCS is the main provider of ~ritjc;pl basic human services to West Valley communities. The majority of
CCS clients are single mothers and-theoir children.
6. PROJECT MANAGEMENT
Briefly describe how the project will be managed and administered, including proposed stafftime and
staff functions.
Program Director (50%): ensure Program compliance withfunders and CCS policies and procedures;
case management; analyze case records; maintain program statistics dnd produce reports; maintain in-
kind donation network; monitor and distribute direct assistance cash fund; solicit community resources.
Case Manager (50%): perform client intake and annual re-certification; provide on-going case
management; manage all seasonal special programs.
Volunteer Manager (50%): volunteer recruitment, training and scheduling; community outreach and 0
community relations.
City of Cupertino
Standardized Application for Funding FY 07/08
3
17"'~ I
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
were goals and accomplishments of CDBG projects?
CCS has been serving the community for 34 years. CAP uses best practices to achieve our results. CCS
consistently surpasses program goals and milestones. During the last fiscal year 2005-2006, CCS
served 1,584 individuals, a 21% increase over the previous year; distributed the $28,953 in vouchers
and cash assistance; and distributed 69,681 pounds offood. In a recent CCS client survey, 74%
. .
reported that they "strongly agree" there has been a drastic improvement in their lives as a result of
their contact with CCS. The success of the program is that we are able to respond in a timely manner to
the multitude of clients' emergency needs, ranging from food to permanent housing. More clientele also
reported that they utilize the food pantry as their primary source of food. This is a significant finding,
because the food pantry is intended to supplement a family for up to 3 days per week.
In response to the on-going increase in demand for services, the City of Cupertino has supported CCS
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.
The total Program budget for CAP is $349,674. We are requesting 15% from the City of Cupertino in
the amount of $52, 450 tofund CAP.
We have a dedicated staff working on this project. The CCS staff is diverse and represents the
community that we serve. Staff language skills include English, Spanish, Vietnamese, Chinese and French.
The fund will be used to support staff salaries and benefits. Our strong infrastructure enables us to
respond to the changing needs of our clientele.
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 2005/2006.
City of Cupertino
Standardized Application for Funding FY 07/08
4
J 1- to -z..
9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECT1:
SOURCE ESTIMATED AMOUNT STATUS
Cupertino CDBG 52,450 Pending
Cupertino Human Services 30,000 Pending
United Way - Community Impact 15,000 Application Pending
United Way-EAN 4,590 Committed
Salvation Armv 12,900 Committed
Housinl! Trust 3,750 Secured
Corporations 6,000 Anticipated
Individuals & Groups 11,984 Anticipated
County of Santa Clara -Cal Works 6,000 Committed
In-kind resources 207,000 Secured
ESTIMATED TOTAL PROJECT COST: $349,764
(Should equal total project cost on cover page)
1 Include all sources of funds including CDBG allocations.
2 Should indicate the status of commitment of funding source, i.e. secured, committed or application pending with anticipated dates of
final funding decisions.
City of Cupertino
Standardized Application for Funding FY 07/08
5
17-~ 3
CITY OF CUPERTINO
PROJECt WORK PLAN
FY 2007/2008
AGENCY NAME Cupertino Community Services
DATE PREPARED February 16. 2007
PROJECT NAME Comprehensive Assistance Pro!!fam
-
~
\
E)'
~
Specific Activities Products or Milestones to be accomplished Benchmarks or Beneficiaries
(Use Specific Numerical Data When Possible) For Each Quarter
Quantify When Possible
1 st 2nd 3rd 4th TOTAL
. Provide ongoing support through . 416 individuals annually. 104 104 104 104 416
a food pantry, clothing closet and
seasonal programs.
. Provide vouchers for . 52,000 pounds pf food will be 13,000 13,000 13,000 13,000 52,000
transportation, clothing, medical distributed
needs, baby & new mother needs. ,
. Provide emergency cash . $26,000 direct assistance cash and $6,500 $6,500 $6,500 $6,500 $26,000
assistance to decrease eviction, vouchers will be distributed
utility shut-ofts, and unmet
medical needs.
. Provide a variety of volunteer . 64 households will receive 16 16 16 16 64
opportunities for the community. emergency vouchers or cash
assistance.
I , '
City of Cupertino
Standardized Application for Funding FY 07/08
6
BUDGET
For Amount Requested
FY 200712008
Agency Name: Cupertino Community Services
Date Prepared: Februarv 16. 2007
Project Name: Comprehensive Assistance Program
CATEGORY BUDGET FOR YEAR
SALARIES:
Personnel $48,750
Benefits
OFFICE EXPENSE:
Rent
Telephone/Fax $800
Printing
Travel $200 ,
Utilities $1600
Office Supplies $700
Postage
Equipment $400
MaintenancelRepair
PROJECT CONSTRUCTION:
Accounting Services
Auditing Fees
Insurance
Davis Bacon Compliance
PROJECT CONSTRUCTION:
Appraisal
Engineering Services
Architectural/Design
Acquisition
TOTAL: $52,450
-
-..l
,
"
lJ\
City of Cupertino
Standardized Application for Funding FY 07108
7
CITY OF CUPERTINO
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
FOUTH YEAR FUNDING CYCLE FY 2007/2008
STANDARDIZED APPLICATION FOR FUNDING
1.
APPLICANT ORGANIZATION:
Date: 2/13/07
Agency Name:
Cupertino Community Services
Street Address:
10104 Vista Drive City: Cupertino
State: CA 95014
EXECUTIVE DIRECTOR: Naomi Nakano- Matsumoto
'~,~'
~
Signature:
Phone No:( 408)255-8033 Fax No:( 408)366-6090 E-Mail: naomin(a),cupertinocommunityservices.org
2. PROJECT NAME: Rotating Shelter Program
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).
Iden!ifyCity of Cupertino Consolidated Plan Priority Needs (see attached): Special Needs Housing
-Homeless fH); Employment Training (H); Food. clothing and other basic needs (M); Transp~ortatiQn (M]-:
Project Address/Location: 10104 Vista Drive, Cupertino, CAlVarious Host Congregations
CONTACT PERSON/TITLE: Jacquey Carey/Housing Program Director
Phone No:(408)255-8033 Fax No:(408)366-6090 E-Mail: jacqueyc(a),cupertinocommunityservices.org
3.
FUNDS REQUESTED: $ 25.000
Total Project Costs $278,230
Is this a Public Service Project: Yes 1:81 No 0
Cost Per Service Unit or Per Client: $37.04
Funds Requested from Cupertino in FY 07/08: $25,000 Funds Received in FY 06/07: $21. 409
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% (low)
City of Cupertino
Standardized Application for Funding FY 07/08
1
17-~7
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.).
Cupertino Community Services, in collaboration with an alliance ofreligious congregations known as,
"Faith in Action," began operation of its Rotating Shelter Program in: August 1991. 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 for up to ninety (90) days.
The Shelter Program rotates on a monthly basis to various participating congregations. The host
congregations provide the housing facility, meals and additional support to the participants. CCS
provides operational support, program management, case management, and staff overnight supervision.
The funding requested from Cupertino CDBG will be used for shelter staff salaries and benefits..
There is no other program in the immediate Cupertino area providing the shelter and support services
offered by the Rotating Shelter Program. The shelter serves approximately 80 homeless men annually
The request for this FY 2007-08 is $25,000. To provide shelter to 80 homeless men with adequate
night supervision and case management, it is critical for CCS is to keep up with the cost of living
increase. If funded at a lower level, CCS will have to reduce the number of men served in the rotating
shelter program.
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 are alcohol and drug free, as well as ready
to seek, find, and maintain employment. All applicants have no or very-low income. The Shelter
Program objectives are:
o To meet the basic human needs of the participants:
o To provide participants with the tools necessary to secure !!ainful employment:
o To assist the participants in openin!! and buildin!! a savin!!s account:
o To assist the participants with findin!! secure housin!!.
CCS focuses on the long-term goal of stabilization through extensive case management and providing
supportive services. CCS provides a continuum of care to aid the individual with finding employment,
permanent housing and acquiring savings. Through CCS, participants can access the onsite Technology
Center, private voicemail, laundry services, medical care, dental care, optical care, counseling,
transportation, and many various vouchers. CCS' annual project outcomes are:
o 80 homeless men will receive shelter. food. and case mana!!ement:
o 60% will find and/or maintain employment durin!! their stay at the shelter:
o 60% will find stable housin!! upon leavin!! the shelter.
2
Standardized Application for Funding FY 07/08
17-Cs,~
City of Cupertino
Graduating shelter participants will have access to resources through our After Care Program. The CCS
Transitional Housing and Affordable Housing Placement Program are available to qualified graduates of
the Shelter Program.
6. PROJECT MANAGEMENT
Briefly describe how the project will be managed and administered, including proposed staff time and
staff functions.
Program Manager (60%): conduct intake and assessment of applications; provide referrals; process
applicants for admission; provide ongoing case management; provide 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 sufficiency training; solicit community resources for shelter guests (medical care,
work clothes, counseling, etc) 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 compliance with program policies and procedures.
The Housing Services Manager (5%): ensure Program compliance with funders and CCS policies 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.
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 over the past 30 years, CCS 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. The Rotating Shelter was established in 1991 at the request of local churches. The
Program 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 with supportive services", The
participants receive high-quality services and mentorship from community members. In FY 2005-2006,
CCS served 96 shelter participants with a 71 % success rate of graduating clients' achieving/maintaining
employment, staying clean and sober, and transitioning into stable housing.
CCS is a community based organization and places an emphasis on community involvement. Many of
our volunteers are former clients. Additionally, we have hired two former homeless individuals as
program staff.
City of Cupertino
Standardized Application for Funding FY 07/08
3
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We also 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, CCS is
a small agency where Program Managers and the Executive Director come in daily contact with clients.
This allows for direct community communication with CCS management.
Through immediate and ongoing assistance and the "continuum of care," CCS will continue to improve
the general welfare ofthe low-income and homeless clients served.
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.
CCS received a clean audit with no accompanying management letter for the FY 2005-2006.
9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECT1:
SOURCE ESTIMATED AMOUNT STATUSz
City of Cupertino $25,000 Pending
FEMA $18,000 Pending
City of Sunnyval~.. . . ,$20,000 Pending
Committed
Salvation Army $5,000
City of San Jose $12,900 Pending
CCS- individuals, $22,330 Anticipated
corporations and
special events
ESG (new) $15,000 Anticipated
Earned Income $10,000 Anticipated
In-kind rent and food $150,000 Committed
from Faith in Action
churches
ESTIMATED TOTAL PROJECT COST: $278,230.00
(Should equal total project cost on cover page)
I Include all sources of funds including CDBG allocations.
2 Should indicate the status of commitment of funding source, i.e. secured, committed or application pending with
anticipated dates of final funding decisions.
4
Standardized Application for Funding FY 07/08
I 7-16
City of Cupertino
CITY OF CUPERTINO
PROJECT WORK PLAN
IT 2007/2008
AGENCY NAME Cupertino Community Services
DATE PREPARED 2.13.07
PROJECT NAME Rotating Shelter
Specific Activities Products or Milestones to be accomplished Benchmarks or Beneficiaries
(Use Specific Numerical Data When Possible) For Each Quarter
Quantify When Possible
1 st 2nd 3rd 4th TOTAL
0 Provide Referrals 0 100 homeless persons will receive general
assistance and referrals annually. 25 25 25 25 100
0 Provide Shelter and Food. 0 80 homeless men will receive shelter, food and
0 Provide overnight supervision. case management annually. 20 20 20 20 80
0 Provide support and referral for shelter 0 60% will find employment
guests to gain employment and fmd 0 60% will find stable housing
stable housing. 1,350 1,350 1,350 1,350 5,400
0 Provide approximately 5,400 individual meals,
shelter space, and on-going case management.
0 Provide supportive services 0 30 groups and faith communities will provide
-- volunteer coordination about $150,000 worth of food, volunteer time $37,500 $37,500 $37,500 $37,500 $150,000
-- Community relations and outreach and shelter space annually.
"
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Standardized Application for Funding FY 07/08
5
11.
BUDGET
For Amount Requested
FY 2007/2008
Agency Name: Cuoertino Community Services
Date Prepared: 2.13.07
Project Name: Rotatm17 S e ter nrol!ram
CATEGORY BUDGET FOR YEAR
SALARIES:
Personnel $23,000
Benefits 2,000 i
OFFICE EXPENSE:
Rent
Telephone/Fax
Printing
Travel
Utilities
Office Supplies
Postage
Equipment Maintenance
/Repair ,
PROJECT EXPENSES:
Accounting Services "
Auditing Fees I
Insurance
Davis Bacon Compliance
PROJECT CONSTRUCTION:
Appraisal
Engineering Services
ArchitecturallDesign
Acquisition
TOTAL: $25,000
h I
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Standardized Application for Funding FY 07/08
{j
CITY OF CUPERTINO
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
FOUTH YEAR FUNDING CYCLE FY 2007/2008
STANDARDIZED APPLICATION FOR FUNDING
1.
APPLICANT ORGANIZATION:
Date: 02/12/2007
Agency Name: Eden Council for Hope and Opportunity
State: CA
Fax No: 510-537-4793
E-Mail: marqie@echofairhousinq.orq
2. PROJECT NAME: Fair Housing Services
Brief Project Description: To provide fair housinq services to throuqh education, investiqation of suspected
housinQ discrimination, housinq audits, and enforcement of fair housinq laws in Cupertino.
Identiry City of Cupertino Consolidated Plan Priority Needs (see attached): Goal E: Equal Access to Hous- .
. inQ Opportunities; Policy 3-12: Support proqrams & orQanizations that seek to eliminate housinq discriminatioD'.~ "'C
Project Address/Location: 457 Kinqsley Avenue, Palo Alto. CA 94301
CONTACT PERSON/TITLE: Teresa Brown, Fair Housinq Specialist
Phone No: 650-327-1718 Fax No: 650-327-1859
E-Mail: mcfh@echofairhousinq.orq
3.
FUNDS REQUESTED: $ 9.400
Total Project Costs $ 179,044
Is this a Public Service Project: Yes D No 0
Cost Per Service Unit or Per Client: $64.56/hour
Funds Requested from Cupertino in FY 07/08: $ 9.400
Funds Received in FY 06/07: $8,823
Number of proposed unduplicated Cupertino beneficiaries: 35 + 5 audits
Number of proposed unduplicated Cupertino beneficiaries at or below CUlTent countywide m~dian
Income:
0-30% (Extremely low)
3
31-50% (Very low) 3
51-80% (low)
4
City of Cupertino
Standardized Application for Funding FY 07/08
17-73
4. PROJECT DESCRIPTION AND NUMBER OF UNDUPLICATED CLIENTS SERVED:
Provide a brief description ofthe 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.).
This project will address the problem of illegal housing discrimination in 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. As a result of MCFH's educational and outreach
efforts, the City of Cupertino's residents and housing providers are becoming more informed of their rights, responsibilities,
and legal protections from discrimination.
We will provide the following services: (1) Conduct an Owner/Manager training; (2) Conduct 3 fair housing presentations; (3)
Distribute 1,000 brochures at public locations, such as libraries, community centers, government offices, etc; (4) Staff booth
at the TCAA Expo; (5) Conduct a Fair Housing Month activity; (6) Broadcast 80 public service announcements over local
radio and television; (7) Provide information & referrals to inquiries regarding discrimination & landlord/tenant issues, &
availability of housing to 25 households; (8) Provide information, investigation, counseling, legal referral, & follow-up
services, as appropriate, to 10 persons with allegations of illegal discrimination; (9) Conduct a random fair housing audit of 5
properties to determine levels of illegal discrimination and offer training where discrimination is suspected; (10) Recruit,
train, and maintain adequate pool of trained testers and conduct 2 tester trainings; (11) Maintain panel of 8 cooperating
attorneys and conduct an Attorney Training; (12) Attendance at 4 fair housing collaborative meetings.
5. PROJECT PURPOSE AND OBJECTIVES:
Specify objectives project intends to accomplish and identify desired outcomes and benefits. Bow 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, MCFH 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 2007-08 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.
City of Cupertino
Standardized Applicationfor Funding FY 07/08
2
17~ 74
6. PROJECT MANAGEMENT
Briefly describe how the project will be managed and administered, including proposed stafftime 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 Staff Services Coordinator (.01 FTE) provides
administrative and staff support. The Program Director (.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 (.08 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 including general ledger,
accounts payable/receivable, and payroll; and a receptionist (.01 FTE) that makes appropriate referrals to the Fair Housing
Specialist.
MCFH'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 sllPplies.
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- HUD's definition of Fair Housing Organization (FHO) and.
Qualified Fair Housing Organization (QFHO). Additkinal services. ECHO offers are tenant/landlord counselillg & 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 41 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
2005-2006:
Service Annual Goals Actual Achievements Percentage Achieved
Owner/Manager Training 1 1 100%
Staff information booth 1 1 100% '
Fair Housing Presentations 3 1 33o/~
Brochure distribution 870 1,000 115%
Staff booth at TCAA Expo* 1 1 100% '
Fair Housing Month activity 1 1 100%
Broadcast PSA's 40 118 295%
Provide information & referral 30 21 70%
Provide investigation & enforcement 10 9 90%
Conduct fair housinq audit 5 5 100%
Recruit & train testers 2 2 100%
Attorney's Workshop 1 1 100%
Attend fair housing coalition meetings 4 4 100%
ECHO Housing placed a fair housing ad in the TCAA newsletter, which has a circulation of approx. 3,000 property owners.
City of Cupertino Standardized Application for Funding FY 07/08
3
/7-15
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 [mdings or
concerns.
The most recent financial audit was issued in October 2006 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
appended to this proposal.
9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECTI:
SOURCE ESTIMATED AMOUNT ST A TUS2
Alameda County CDGB $40,988 Committed - March 2007
Application pending -
City of Cupertino CDBG $9,400 April 2007
Application pending -
City of Hayward CDBG . -:"'l.....-, $44,045 May 2007
.. - .
Application pending -
City of Menlo Park GF $7,250 June 2007
City of Redwood City Application pending -
CDBG $42,000 May 2007
City of San Leandro
CDBG $15,000 Secured
Santa Clara County Application pending -
CDBG $3,859 May 2007
City of Union City CDBG $5,454 Secured
Discretionary Funds $11,048 Secured
ESTIMATED TOTAL PROJECT COST: $179,044
(Should equal total project cost on cover page)
1 Include all sources of funds including CDBG allocations.
2 Should indicate the status of commitment of funding source, i.e. secured, committed or application pending with
anticipated dates of fmal funding decisions.
City of Cupertino Standardized Application for Funding FY 07/08
4
17-7(P
10.
CITY OF CUPERTINO
PROJECT WORK PLAN
: FY 2007/2008
AGENCY NAME Eden Council for Hope & OpPOliunity
DATE PREPARED February 10,2007
PROJECT NAME MCFH Fair Housing Services
Specific Activities Products or Milestones to be accomplished Benchmarks or Beneficiaries
(Use Specific Numerical Data When Possible) For Each Quarter
Quantify When Possible
1 st 2nd 3rd 4th TOTAL
1. Conduct Owner/Manager Training One training - - 1 - 1
2. Conduct fair housing presentations Three trainings - 1 1 1 3
3. Distribute brochures 1,000 brochures 250 250 250 250 1,000
4. Staff booth at TCAA Expo. One outreach to Owners/Managers - - 1 - 1
5. Fair Housing Month activity One activity - - - 1 1
6. Broadcast public service announcements 1 psa disseminated each quarter over 20 radio and/or 20 20 20 20 80
over local radio and television television stations
7. Provide information & referrals Respond to 25 inquiries 6 6 6 7 25
8. Provide information, counseling, investigations, Ten cases 2 2 3 3 10
and enforcement
9. Conduct a random fair housing audit of Five properties - - 5 - 5
Cupertino properties
10. Recruit, train, and maintain tester pool Provide one training - 1 - - 1
11. Maintain panel of 8 cooperating attorneys Conduct an Attorney Training - - - 1 1
. 12. On-going attendance at fair housing Attend four meetings 1 1 1 1 4
collaborative meetings
. I ~
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Standardized Applicationfor Funding FY 07108
5
11.
BUDGET
For Amount Requested
FY 200-7/2008
Agency Name: Eden Council for Hope and OppOltunitv
Date Prepared: February 10, 2007
Project Name: MCFH Fair Housing Services
CATEGORY BUDGET FOR YEAR
SALARIES:
Personnel $4,60 I
Benefits $965
OFFICE EXPENSE:
Rent $1,380
Telephone/Fax $592
Printing $17
Travel $207
Advertising $9
Office Supplies $87
Postage $35
Equipment Maintenance/Rent $169
Training/Education $40,
Mem berships/Pu blica tions $34
PROJECT EXPENSES:
Accounting Services ---
Auditing Fees $45
Insurance $31 I
FH Education Program $960: I
I
Tester Compensation $228' ',I
PROJECT CONSTRUCTION: I.
Appraisal --- .,
Engineering Services ---
Architectural/Design ---
Acquisition ---
---
TOTAL: $9,400
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City of Cupertino
Standardized Application for Funding FY 07108
..J
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(l)
6
CITY OF CUPERTINO
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
FOURTH YEAR FUNDING CYCLE FY 2007/2008
STANDARDIZED APPLICATION FOR FUNDING
1.
APPLICANT ORGANIZATION:
Date: 2/16/07
Agency Name: Emergency Housing Consortium (dba EHC LifeBuilders)
Street Address: 2665 North I st. Street. Ste.21 0 City:
San Jose
State: CA
EXECUTI~~~f~ --
SIgnature:
Phone No: (408) 539-2115 Fax No: (408) 894-9270
E-Mail: bdelbuono@ehclifebuilders.org
2. PROJECT NAME: Housing and Services for Cupertino Homeless Program
Brief Project Description: Provides 1.500 nights of shelter and services to 25 unduplicated homeless
- Cupertino residents. including emergency shelter. transitional housing and permanent supportive housing.
Identify City of Cupertino Consolidated Plan Priority Needs (see attached): Provide shelter and
- - affordable rental housing with supportive services to very low income homeless Cupertino residents.---
Project Address/Location: Multiple locations throughout Santa Clara County - see Addendum A
CONTACT PERSON/TITLE: Erin Stanton. Sr. Development Officer
Phone No: (408) 539-2111 Fax No: (408) 894-9270
E-Mail: estanton@ehclifebuilders.org
3.
FUNDS REQUESTED: $4.000
Total Project Costs $48.470
Is this a Public Service Project: Yes rxI No D Cost Per Service Unit or Per Client: $32.31/PSD*
($2.66 PSD cost to Cupertino)
*PSD = Person Shelter Day
Funds Requested from Cupertino in FY 07/08: $4,000 Funds Received in FY 06/07: $3,987
Number of proposed unduplicated Cupertino beneficiaries: 25
Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median
Income:
0-30% (Extremely low) 24 (95%) 31-50% (Very low) 1 (5%)
51-80% (low)
City of Cupertino
Standardized Application for Funding FY 07/08
17-71
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 shouh
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 Housing and Services for Cupertino Homeless Program will serve 25 unduplicated homeless Cupertino
residents by providing 1,500 nights of housing, shelter and supportive services designed to help participants
attain self-sufficiency and permanent stable housing. Program participants include homeless families with
children, single adults, and unaccompanied homeless and runaway youth. 95% are extremely low income,
earning less than 30% of Area Median Income. Cupertino residents will have access to EHC LifeBuilders' full
Continuum of Care, including emergency shelter, transitional housing programs, and permanent supportive
housing. EHC LifeBuilders' services include basic needs (food, clothing, etc.), housing location assistance,
vocational training, job development, computer classes, ESL and educational services for adults, educational and
recreational activities for children, and referrals and assistance accessing public services. Cupertino residents can
receive services at all of EHC LifeBuilders' sites throughout Santa Clara County. The majority are served at our
regional shelters and housing programs in Sunnyvale, Santa Clara and San Jose.
The bulk of services provided in this program focus on housing services, housing counseling and employment
training to facilitate clients' success in attaining self-sufficiency and finding and maintaining permanent housing.
Housing counseling is provided in case management sessions and in housing search workshops, as well as
through individual information and referral. Employment services include comprehensive assessments of
vocational skills and needs conducted by case managers in one-on-one sessions in addition to workshops and
classes on job search techniques and vocational skills. Case managers also provide support and ~guidance to hell
clients follow through with their individual plans for achieving employment and housing. The success of this
program in providing shelter and supportive services to help clients move from sheltef:housing to owner-
occupied or rental permanent housing has earned EHC LifeBuilders' two Blue Ribbon Best Practice Awards
from HUD in 1998 and 1999.
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 Housing and Services for Cupertino Homeless Program is to end the homelessness of
Cupertino residents through the provision of affordable rental housing or shelter and a comprehensive array of
supportive services, including housing counseling and employment services. The project proposes to serve 25
un duplicated Cupertino residents with 1,500 Person Shelter Days (PSD). (A "PSD" is EHC LifeBuilders'
unit of service, representing a single day/night of shelter and the attendant support services for one person.)
The outcomes that will be achieved by this project are:
. 75% of case-managed clients will attain stable housing;
. 80% of case-managed clients will increase their self-sufficiency, as measured by increased skills and/or
income; and
. 80% of clients in permanent supportive housing will maintain their housing for at least 6 months.
The project meets high priority needs in the Cupertino Consolidated Plan by providing affordable rental housing,
shelter and supportive services to very low and extremely low income homeless families and individuals.
2
Standardized Application for Funding FY 07/08
/7-80
City of Cupertino
6. PROJECT MANAGEMENT
Briefly describe how the project will be managed and administere:d, including proposed staff time and staff
'unctions.
Overseen by EHC LifeBuilders' Board of Directors, this project is administered by EHC LifeBuilders' President
and CEO, supported by a team of Division Directors. The project will be managed by the Assistant Director of
the Family and Adult Services Division (10%). She will be responsible for the implementation and evaluation of
the program and will be assisted by case managers and shelter staff to ensure efficient and effective assistance is
provided to the target population. The program staff will continue to maintain and build on our well-established
collaborative relationships with other social service agencies and private companies, and will oversee the
solicitation and collection of in-kind donations and the recruitment and training of volunteers.
Additional project staff includes the following:
· Case Manager (50%) provides housing referrals, housing counseling and day-to-day support and guidance
in the development of a personal housing and financial plan for each shelter client. Case managers anchor
EHC LifeBuilders' extensive network of services, personalizing resources and facilitating each client's
transition to independent living.
· Shelter Workers (1 - 50%; 1 part-time for 5 months) provide for the day-to day needs of shelter residents,
including reception of the guests, providing information and referrals, distributing personal necessities such
as clothing, linens and toiletries, assisting with meals, and assuring the safety of the guests and shelter.
7. AGENCY DESCRIPTION AND PREVIOUS CDBG. HOME OR ESG ACCOMPLISHMENTS:
./lease 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 were goals and .
accomplishments of CDBG projects?
EHC LifeBuilders is a non-profit shelter, housing, and service organization that has been providing housing and
services to homeless residents of Santa Clara County for 26 years. EHC LifeBuilders serves a diverse population,
including families, single adults, runaway and homeless youth, domestic violence victims, seniors, veterans, and
people with mental illness, substance abuse issues or dual diagnosis (both mental illness and substance abuse
disorder). EHC LifeBuilders provides a full Continuum of Care, including emergency shelters, transitional
housing programs, and permanent supportive housing. At each point along the Continuum, EHC LifeBuilders
enhances its housing with a wide range of supportive services designed to address the variety of circumstances
that cause homelessness and help people overcome barriers to self-sufficiency. These services include
educational and vocational programs, medical and mental health care, substance abuse recovery programs, life
skills workshops and legal support.
EHC LifeBuilders has a strong record of successfully meeting or exceeding contract goals. In program year 2005-
2006, EHC LifeBuilders served 27 homeless Cupertino residents. A little more than halfway into this year, EHC
LifeBuilders has already served 18 homeless Cupertino residents for program year 2006-2007. In addition,
homeless Cupertino residents served in the program to-date have been provided 825 person shelter days (PSD's),
more than 169 workshops and each has received individualized case-management sessions.
City of Cupertino
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Standardized Applicationfor Funding FY 07/08
/7-8/
8. AUDIT INFORMATION:
Please provide the date of the most recent audit of your organization. Describe any findings or concerns that ma~
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.
EHC LifeBuilders' audit for year ending June 30, 2006 is in progress and is expected to be completed and by late
February, 2007. A copy will be forwarded to you as soon as it is available. Attached you will find our Audited
Financial Statements for year ending June 30, 2005.
9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECTI:
SOURCE ESTIMATED AMOUNT ST A TUS2
U.S. Dept. ofHUD $18,879 Pending
FEMA $526 Projected
Santa Clara County $5,190 Committed
Program Rent $7,521 Projected
Private Donations $16,354 - Projected
ESTIMATED TOTAL PROJECT COST: $48.470
(Should equal total project cost on covet page)
1 Include all sources of funds including CDBG allocations.
2 Should indicate the status of commitment of funding source, i.e. secured, committed or application pending with
anticipated dates of [mal funding decisions.
City of Cupertino Standardized Application for Funding FY 07/08
4
11~g'2-
10.
CITY OF CUPERTINO
PROJECT WORK PLAN
FY 2007/2008
AGENCY NAME EHC LifeBuilders
DATE PREPARED 2/09/07
PROJECT NAME Housin~ and Services for Cupertino Homeless
Specific Activities Products or Milestones to be accomplished Benchmarks or Beneficiaries
(Use Specific Numerical Data When Possible) For Each Quarter
Quantify When Possible
1 st 20lf 3n1 4th TOTAL
Provide shelter and affordable rental housing Operate Sobrato Family Living Center, Markham 6 8 6 5 25
to very low and extremely low income Terrace and Boccardo Reception Center and Open
families and adults Sunnyvale Armory for Winter to provide project
services to 25 unduplicated clients with 1,500 300 500 400 300 1,500
PSD's
Provide case management sessions (average Provide case management to 25 unduplicated 6 8 6 5 25
1 hour per week) clients.
Provide housing and financial assessment for 5 households will develop Individual Service Plans 1 2 1 1 5
each non-armory family and individual
Schedule housing and employment Clients will have access to 80 housing and 20 20 20 20 80
workshops employment workshops throughout the year to
accomplish their goals (NOTE: other skill building
workshops are offered as well, but their numbers
are not included here).
Develop and cultivate relationships with Make 20 visits to housing and employment 5 5 5 5 20
landlords and employers in target areas resources to faciUtat~, placing clients in housing
and- employment.
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Standardized Applicationfor Funding FY 07/08
5
11.
:BUDGET
For Amount Requested
FY 2007/2008
Agency Name: EHC LifeBuilders
Date Prepared: 2/09/07
Project Name: Housing and Services for Cupertino Homeless Program
CATEGORY BUDGET FOR YEAR
SALARIES:
Personnel $4,000
Benefits
OFFICE EXPENSE: :
Rent
Telephone/Fax
Printing
Travel
Utilities
Office Supplies
Postage
Equipment Maintenance
/Repair
PROJECT EXPENSES:
Accounting Services
Auditing Fees
Insurance
Davis Bacon Compliance i
I I,
! I,
PROJECT CONSTRUCTION: , ,
I
Appraisal ,
Engineering Services
Architectu ral/Design
Acquisition
TOT AL: $4,000
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City of Cupertino
Standardized Applicationfor Funding FY 07/08
6
Addendum A
EHC LifeBuilders' Facilities
February 2007
COLD WEATHER SHELTER* - SUNNYVALE NATIONAL GUARD ARMORY (Emergency Shelter-
Winter Only)
629 West Maude Avenue, Sunnyvale, CA 94086
JAMES F. BOCCARDO REGIONAL RECEPTION CENTER* (BRC) - EMERGENCY AND TRANSITIONAL
FOR SINGLES AND FAMILIES
2011 Little Orchard Street, San Jose, CA 95125
SOBRATO FAMILY LIVING CENTER* -TRANSITIONAL AND PERMANENT HOUSING FOR FAMILIES
1509 Agnew Road, Santa Clara, CA 95054
MARKHAM TERRACE* (FORMERLY MONTEREY GLEN INN) PERMANENT HOUSING FOR SINGLE
ADULTS
2112 Monterey Road, San Jose, CA 95112
MARKHAM PLAZA * PERMANENT HOUSING FOR SINGLE ADULTS
2010 Monterey Road, San Jose, CA 95112
SOBRATO TRANSITIONAL APARTMENTS (TRANSITIONAL AND PERMANENT HOUSING FOR FAMILIES
WITH CHILDREN)
9369 Monterey Rd, Gilroy, CA 95029
OUR HOUSE YOUTH SHELTER AND DROP-IN SERVICE CENTER
31 North Fifth Street, San Jose, CA 95112
SUPPORTIVE HOUSING FOR SINGLE YOUNG ADULTS (OUR HOUSE TRANSITIONAL LIVING
PROGRAM)
282 East Younger Street, San Jose, CA 95112
TRANSITIONAL HOUSING FOR SINGLE ADULTS WITH DISABILITIES
1077-1089 North Fifth Street, San Jose, CA 95112
BOCCARDO F AMIL Y LIVING CENTER IN SAN MARTIN (BFLC) (EMERGENCY AND TRANSITIONAL FOR
FAMILIES)
13535 Monterey Highway, San Martin, CA 95046
COLD WEATHER SHELTER- GILROY NATIONAL GUARD ARMORY
(EMERGENCY SHELTER- Winter Only)
8490 Wren Avenue, Gilroy, CA 95020
CASA SAY YOUTH SHELTER
509 View Street in Mountain View, CA 94041
*Primary Sites for Housing and Services for Cupertino Homeless Program
17 ~8S
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CITY OF CUPERTINO
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
FOUTH YEAR FUNDING CYCLE FY 2007/2008
STANDARDIZED APPLICATION FOR FUNDING
1.
APPLICANT ORGANIZATION:
Date: February 12. 2007
Agency Name: LIVE OAK ADULT DAY SERVICES
Street Address: 1147 Minnesota Avenue
City: San Jose
State: CA 95125
Signature:
E-Mail: liveoak@attgloba1.net
EXECUTIVE DIRECTOR:
Phone No: 408 971-9363
2. PROJECT NAME: Senior Adult Day Care/Caregiver Respite - Cupertino center
Brief Project Description: Recreational adult day care for frail elderly and dependent. at-risk. low-
income seniors. providing opportunities for socialization and mental stimulation. peer companionship and
nutritious meals. Respite and support services for clients' family caregivers including counseling. informal
~ase management. in-home assessments. information and referrals..and Caregiver Support Workshops.
Identify City of Cupertino Consolidated Plan Priority Needs (see attached): Services to address senior
needs are among the City's highest priorities (p. 24). Frail elderly and physically disabled are identified as
"special needs subpopulations" (p. 45). -
Project Address/Location: 20920 McClellan Road. Cupertino. CA 95014
CONTACT PERSON/TITLE: Colleen Hudgen / Executive Director
Phone No: 408971-9363
Fax No: 408 971-9079
E-Mail: liveoak@attglobal.net
3.
FUNDS REQUESTED: $15.456.00
Total Project Costs $175.689.00
Is this a Public Service Project: Yes X No D
Cost Per Service Unit or Per Client: $1.405/client
Funds Requested from Cupertino in FY 07/08: $15.456.00 Funds Received in FY 06/07: $14.720.00
($8,737 CDBG + $.5,983 Gen. Funds)
Number of proposed unduplicated Cupertino beneficiaries: 11
Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median
mcome:
0-30% (Extremely low) 6
31-50% (Very low)
3 51-80% (low)
2
City of Cupertino
Standardized Application for Funding FY 07/08
f7"2f.!;
4. PROJECT DESCRIPTION AND NUMBER OF UNDUPLICA TED 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.).
During FY 2007-08, the Cupertino center of LIVE OAK ADULT DAY SERVICES, located at
20920 McClellan Road, will serve eleven 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 clients' 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
Alzheimer's, Parkinson's Disease, stroke recovery, cardiovascular disease and severe depression. Most
program enrollees reside in the cities of Cupertino and Sunnyvale. The day care program is structured to
maximize the social and recreational expenence 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-$57 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 life-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
witli 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 amount of $15,456 will be used to assist eleven CupertinoJow-income seniors to receive adult
day c~e se~ices at !i significantly reduced rat~, based upon our sl.Idi~g-scale fees; while als~ benefi!ing their
caregIVers WIth respIte an4 support, and operat~ng expenses to mamtam full enrollment, qualIty servIces, and
adequate staff-to-c1ient ratIo at the Cupertmo 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 attention,
socialization, 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 are (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 dependent
semors 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 semor I?articipants 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, faCIlitating their ability to mamtain their dependent senior loved one in the home environment.
The services provided by LIVE OAK directly address the identified priority needs of two at-
risk and underserved populations: (1) frail, de:r.endent, low-income semors in need of affordable and accessible
recreation, social and nutrition programs; and (2) informal family caregivers, in need of respite from the stress
oftheir care giving duties, and assistance in avoiding unnecessary institutional placement of their senior loved
ones.
City afCupertino
2
Standardized Application for Funding FY 07/08
17 - 87
6. PROJECT MANAGEMENT
Briefly describe how the project will be managed and administered, including proposed staff time and
staff functions.
LIVE OAK's 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. (Attached is a page
entitled "Staff Duties and Responsibilities" for reference.) 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 activities. 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-Iongs 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, etc.
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 cDBn projects.
LIVE OAK ADULT DAY SERVICES is a nonprofit [501 (c)(3)], community-based, social
services agency founded in 1983 with 24 years' experience providing recreational adult day care for frai~
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 serving the entire .
County of Santa Clara. Cupertino is the most recent site acquired two 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 institutional
placement for families caring for dependent senior loved ones.
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
:enewing proposals with known donors, researching and approaching new sources, keeping abreast of
City of Cupertino
Standardized Applicationfor Funding FY 07/08
3
/7" 8??
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 ofthe most recent audit of your organization. Describe any fmdings 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 fmdings or
concerns.
The most recent audit for LIVE OAK ADULT DAYS SERVICES is dated June 30, 2006, completed
by Froshman, Billings, Williams, Chan & Lewandowski. A copy is on file with the City of Cupertino.
No findings or concerns were noted.
9. OTHER SOURCES OF FUNDS ANTICIPATED FOR TillS PROJECTI:
I SOURCE ESTIMATED AMOUNT ST A TUS2
City of Cupertino 15,456 Application pending
City of Sunnyvak 30,870 Application pending
City of Los Altos 2,441 Application pending
United Way 2,250 Application pending
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Individuals and 11,782 Projected
Clubs
Foundations 11,240 Projected
Board Fundraising 571 Projected
Program Service 97,079 Projected
Fees
State of Calif. - Meals 4,000 Projected
Reimbursement
ESTIMATED TOTAL PROJECT COST: $175.689
(Should equal total project cost on cover page)
t Include all sources of funds including CDBG allocations. .
2 Should indicate the status of commitment of funding source, Le. secured, committed or application pending with
anticipated dates of final funding decisions.
City of Cupertino
Standardized Applicationfor Funding FY 07/08
4
/7-81
10.
CITY OF CUPERTINO
PROJECT WORK PLAN
FY 2007/2008
AGENCY NAME LIVE OAK ADUL T DAY SERVICES
DATE PREPARED February 6,2007
PROJECT NAME Senior Adult Dav Care/Careaiver Repite - Cupertino center
Specific Activities Products or Milestones to be accomplished Benchmarks or Beneficiaries
(Use Specific Numerical Data When Possible) For Each Quarter
Quantify When Possible
1st 2nd 3rd 4th TOTAL
Locate appropriate Cupertino seniors. Complete in-home visits and intake forms. 5 3 2 1 11
Enroll eleven Cupertino low-income seniors Six seniors enrolled and participating in
in adult day care program. day care program.
Provide social, life-enhancing recreational Schedule, conduct daily activities, contract with
program for frail seniors in Cupertino and local entertainers and instructors, meet with
respire for their family caregivers. caregivers to determine needs for service.
Provide nutritious meals and snacks to Two meals (breakfasts and lunches) plus snacks
all senior clients. served per day to all participants.
Provide referrals to appropriate social Interviews held with client and family membes to
. . determine special needs and services.
servIces agencIes.
Provide training/educational programs for Staff and volunteer convened to participate in 1 1 1 1 4
agency staff and volunteers. educational classes, training, etc.
Increase outreach efforts to educate public Set up booth at Health Fairs, schedule speaking 2 2 2 2 8
about adult day care. engagements at corporate and local businesses,
issue press releases for agency fundraising events,
open houses, etc.
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\ City of Cupertino
o
Standardized Application for Funding FY 07/08
5
11.
BUDGET
For Amount Requested
FY 2007/2008
Agency Name: LIVE OAK ADUL T DAY SERVICES
Date Prepared: February 6, 2007
Project Name: Senior Adult Day Care/Caregiver Repite - Cupertino center
CATEGORY BUDGET FOR YEAR
SALARIES:
Personnel
Benefits
Special Assistance to Individuals 15,456
OFFICE EXPENSE:
Rent
Telephone/Fax
Priuting
Travel
Utilities
Office Supplies
Postage
Equipment Maintenance
/Repair
PROJECT EXPENSES:
Accounting Services
Auditing Fees
Insurance I
Davis Bacon Compliance I
PROJECT CONSTRUCTION:
Appraisal
Engineering Services
ArchitecturaIlDesign
Acquisition
TOTAL: 15,456
-
-....J
...0
........
City of Cupertino
Standardized Applicationfor Funding FY 07/08
6
CITY OF CUPERTINO
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
FOUTH YEAR FUNDING CYCLE FY 2007/2008
STANDARDIZED APPLICATION FOR FUNDING
1.
APPLICANT ORGANIZATION:
Date: February 9, 2007
Agency Name:
Outreach & Escort Inc. (OUTREACH)
Street Address:
926 Rock Ave., Suite 10
City: San Jose
State: California
EXECUTIVE DIRECTOR:
-' "
Signature: c::. \~ll
\ Ii
Phone No: (408) 436-2865
Kathryn B. Heatley, President/CEO
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Fax No: (408) 382-0470
E-Mail: katieh@outreach2.org
2.
PROJECT NAME:
SPECIAL NEEDS TRANSPORTATION
Brief Proj ect Description:
Proiect will provide frail seniors and disabled adults door-to-door
transportation to medical appointments, shopping, adult daycare, senior nutrition programs, etc.
Requested funds subsidize $1.00 of the $3.50 rider's fare charged to Cupertino residents using the ADA
ADAJParatransit Program. Funding will subsidize 9.000 trips by Cupertino residents.
Identify City of Cupertino Consolidated Plan Priority Needs (see attached): Policy 3-11: Special
Needs Households. Support organizations that provide services to special needs households in the City;
such as homeless, elderly, disabled and single parents.
Project Address/Location: City-wide service
CONTACT PERSON/TITLE:
Bill Schwarz, Vice President-Operations
Phone No: (408) 436-2865, x 240 Fax No: (408) 382-0470
E-Mail: bills@outreach2.org
3.
FUNDS REQUESTED:
$10,800.00
Total Project Costs $290,970.00
$1.10 per
Cost Per Service Unit or Per Client: service unit
Is this a Public Service Project: Yes [8J No 0
Funds Requested from Cupertino in FY 07/08: $10,800.00 Funds Received in FY 06/07: $7.1 15.00
Number of proposed unduplicated Cupertino beneficiaries:
210 individuals
Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median
Income:
c{O ~ (,
0-30% (Extremely low)
31-50% (Very low)
30% 51-80% (low) 70/%
/ /
Standardized Application for Funding FY 07/08
City of Cupertino
/7-q7-
4. PROJECT DESCRIPTION AND NUMBER OF UNDUPL1CA TED 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 slJecific activitiesfor 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.).
OUTREACH's Special Needs Transportation (ADAlParatransit) 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) through funding from the Santa Clara Valley Transportation
Authority (VTA). Riders utilizing this service are charged a fare of $3.50 per one-way trip, regardless of the
distance of the trip. This fare is established by the VT A and is a requirement of the federally mandated
ADAlParatransit 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 $2.50 per trip and making the transportation service more
affordable for lower income 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 will be restricted to Cupertino residents who have been qualified for the
ADAlParatransit Program. Each rider will have their fare reduced by $1.00 per one-way trip until all budgeted
funds are expended. Based on the proposed budget, an estimated 210 un duplicated Cupertino residents will
benefit from 9,900 ride 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 this program is to make transportation for basic need trips more affordable for lower
income frail seniors and disabled adults. Basic needs trips include transportation to medical and health
related appointments, supermarkets, pharmacies, banks, senior nutrition sites, school, shopping, etc. ADAI
Paratransit Program regulations require that riders pay a share of the cost of their trip. Since 2002, the
ADAlParatransit Program rider's fare has increased from $2.50 to $3.50 per trip (a 40% increase). The
requested funding will be used to subsidize $1.00 of the fare thereby reducing the rider's cost to $2.50 per trip.
The objective of the program is to serve an estimated 210 unduplicated, low-income frail seniors and
disabled adults who are Cupertino residents. These individuals will benefit from having 9,900
ADA/Paratransit trips partially subsidized by funding from the City of Cupertino.
The proposed program addresses the City's priority need to 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.
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.
City a/Cupertino
Standardized Application/or Funding FY 07/08
2
/7- q3
6. PROJECT MANAGEMENT
Briefly describe how the project will be managed and administered, including proposed stajJtime and
staff functions.
Management and administration of the proposed project will be integrated into OUTREACH's ADAlParatransit
Program 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.
The ADAlParatransit Program is OUTREACH's largest program and is subject to close monitoring by the
organization's Operations Management and Executive staff. Client account and trip information are recorded in
detail in OUTREACH's Intelligent Transportation System database and available for review and audit. The
productivity of the program is measured monthly through a review of the number of Cupeliino residents served,
rides provided, trip purposes/ride destinations and total fare-box subsidies. The effectiveness of the program is
measured quarterly through quality assurance surveys that record client satisfaction with the services provided.
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 ofCDBG projects.
OUTREACH serves over 14,000 county residents annually through five major programs that provide a range
of services that includes: Special Needs Transportation for frail seniors and disabled adults, transportation to
work and training for CalWORKs participants (Guaranteed Ride Program), after-school transportation
services for children of CalWorks participants and low-income families (Give Kids a Lift!), case management
and benefits counseling services for home-bound and isolated seniors (Senior Outreach), and transportation for
seniors (Senior Transportation Prograin). The Special Needs Transportation Program was established by
OUTREACH in 1979 to assist frail seniors and disabled adults with escorted transportation for basic needs
trips. From 1993 to the present-OUTREACH has served as the county's ADA ParatransitProgram broker in
partnership with the Santa Clara Valley Transportation Authority (VT A). Last year (FY2005-06) OUTREACH
assisted over 11,300 county residents with over 980,000 rides through the ADAlParatransit Program.
OUTREACH has met or exceeded all performance goals established for all prior City of Cupertino grants.
All funds were fully expended during the term of the agreement, reports submitted on a timely basis and the
organization has never received any negative performance or audit findings.
Through 12/31/06, OUTREACH's current Cupertino funded program assisted 243 Cupertino residents with
over 8,441 rider's fare subsidies thereby placing the program ahead of its performance objectives for
FY2006/07. The following is a summary of OUTREACH's accomplishments under previous Cupertino grants.
Sveclal- ee s Transvortation Program
funding grant City of Cupertino Funding* Total Cupertino activity
year amount goal actual clients served total riders total trips
2005-06 $7,115 160 284 284 13,028
2002-03 $10,800 220 220 372 26,282
2001-02 $10,800 220 220 374 27,009
2000-01 $10,400 210 210 350 24,178
N d
*City of Cupertino General Fund/Human Service Grant Program
8. AUDIT INFORMATION:
City of Cupertino
3
Standardized Applicationfor Funding FY 07/08
/7- 94
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 ofCDBG funds. Also, describe any actions taken to correct identifiedfindings
or concerns.
OUTREACH's financial audit for the fiscal year ending June 30, 2006, was completed on August 8, 2006. No
findings or concerns were cited in the audit or in any accompanying management letter prepared by our
auditors.
9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECTI:
SOURCE ESTIMATED AMOUNT STATUS2
VTA - ADA Paratransit $255,420 Secured
Services
Fare Box: Rider's Fares $24,750 Secured
Subtotal $280,170
-- ----
. .
City of Cupertino grant $10,800 Application pending
-- -
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ESTIMATED TOTAL PROJECT COST: $290,970
(Should equal total project cost on cover page)
I Include all sources of funds including CDBG allocations.
2 Should indicate the status of commitment of funding source, i.e. secured, committed or application pending with
anticipated dates of final funding decisions.
City of Cupertino
Standardized Application for Funding FY 07/08
4
17-f{5
10.
CITY OF CUPERTINO
PROJECT WORK PLAN
FY 2007/2008
AGENCY NAME OUTREACH
DATE PREPARED Februarv 12,2007
PROJECT NAME Special Needs Transportation
Specific Activities Products or Milestones to be accomplished Benchmarks or Beneficiaries
(Use Specific Numerical Data When Possible) F or Each Quarter
Quantify When Possible
1 st 2nd 3fd 4th TOTAL
A. Provide ADNParatransit Program
subsidized rides to frail seniors and Ride Subsidies for ADNParatransit Program 2,475 2,475 2,475 2,475 9,900
disabled adults who are Cupertino qualified Cupertino residents
residents.
B. Serve 210 unduplicated Cupertino Serve ADNParatransit Program qualified 50 55 55 50 210
residents Cupertino residents
:1
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City of Cupertino
Standardized Application for Funding FY 07/08
5
11.
BUDGET
For Amount Requested
FY 2007/2008
Agency Name: OUTREACH
Date Prepared:
Februarv 12.2008
Project Name: SPECIAL NEEDS TRANSPORTATION
CATEGORY BUDGET FOR YEAR
SALARIES:
Personnel
Benefits
OFFICE EXPENSE:
Rent
Telephone/Fax
Printing
Travel
Utilities
Office Supplies I
Postage i
Equipment Maintenance I
/Repair !
Paratransit Service Rider's Fares
$9,900.00
PROJECT EXPENSES: I
Accounting Services $900.00
Auditing Fees "
I
Insurance i
Davis Bacon Compliance
PROJECT CONSTRUCTION:
Appraisal
Engineering Services
Architectural/Design
Acquisition
TOTAL: $10,800.00
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,
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~
City a/Cupertino
Standardized Application/or Funding FY 07/08
6
CITY OF CUPERTINO
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
FOUTH YEAR FUNDING CYCLE FY 2007/2008
STANDARDIZED APPLICATION FOR FUNDING
1.
APPLICANT ORGANIZATION:
Date: Februrarv 8, 2007
Agency Name: Second Harvest Food Bank of Santa Clara and San Mateo Counties
Street Address: 750 Curtner Avenue
City: San Jose
State: CA
EXECUT~)DIRECTOR: Charles "Chip" Huggins
/ t--
Signatur :
Phone No: 408-266-8866 ext.317
E-Mail: chuggins@shfoodbank.com
2. PROJECT NAME: Operation Brown Bag
Brief Project Description: Operation Brown Bag assists low-income seniors 60+ years old and low-
income disabled individuals 55 to 59 years old with their food needs. Annually, through this program,
an average of 75 senior households in the City of Cupertino will receive a bag of groceries each week at
one community site, benefit from nutrition educational activities, receive a quarterly newsletter, and
participate in an annual recognition event. Program participants are also provided the opportunity to
serve as volunteers.
Identify City of Cupertino Consolidated Plan Priority Needs: Public service activity - senior services
Project Address/Location: Union Church, 20900 Stevens Creek Blvd., Cupertino, CA 95014
CONT ACT PERSON/TITLE: Tami Cardenas, Grants Manager
Phone No: (408) 266-8866 ext. 289 Fax No: (408) 266-9042 E-Mail: tcardenas@shfoodbank.com
3.
FUNDS REQUESTED: $5,000
Total Project Costs: $2,810,102
Is this a Public Service Project: Yes l:2J No 0
Cost Per Client Household: $281
Funds Requested from Cupertino in FY 06/07: $4,000 Funds Received in FY 05/06: $3,512
Number of proposed unduplicated Cupertino beneficiaries:--TI
Number of proposed unduplicated Cupertino beneficiaries at or below current countywide median
Income:
0-30% (Extremely low): 100% 31-50% (Very low)
51-80% (low)
City of Cupertino
Standardized Application for Funding FY 07/08
1
17-'18
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 Food Bank respectfully requests funding for Operation Brown Bag for Cupertino residents.
Operation Brown Bag provides nutritious groceries to seniors (ages 60+) and disabled individuals (ages
55+) on a weekly basis. Each Brown Bag member receives a grocery bag, containing an average of 19
pounds of fresh, frozen, and packaged food items at their neighborhood distribution site, or delivered to
their homes. Currently, there is one main site located at Union Church in Cupertino. This program also
provides seniors with a social outlet and a sense of purpose because participants have the opportunity to
volunteer in the program on a regular basis. Several volunteers deliver food directly to homebound
individuals which affords them the opportunity to ensure that participants are safe, healthy and well. With
our help, seniors have more resources available to pay for rent, utilities and medical expenses.
Operation Brown Bag will serve eligible Cupertino households city wide and proposes to serve a
minimum of 70 households during FY 2007-08. During FY 2005-06 we served 105 low income
Cupertino residents through the Brown Bag program.
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?
Operation Brown Bag is recognized as a high priority in' section 2 - Public Service Activities under
Senior Services. Second Harvest Food Bank's Operation Brown Bag meets the priority needs by
providing a safety net for low- and very low-income seniors 60+ years old and people with disabilities
55-59 years of age, especially those who are homebound and live alone in the City of Cupertino.
Program Outcomes:
. To alleviate hunger among low-income seniors and disabled persons during the program period.
. To make it possible for program participants to receive the food they need to continue to live
independently in their homes. This is especially important for participants who are homebound.
. To let program participants offset food expenses to pay for other basic needs.
. To provide participants the opportunity to socialize and interact with other participants and
volunteers, alleviating loneliness and depression that can contribute to poor health.
. To increase health and wellness awareness, and provide onsite nutrition information among low-
income seniors and disabled persons in the community during the program period through
Community Nutrition Program activities.
Organization Outcomes:
. Provide quality and nutrient rich foods
. Avoid duplication of services.
. Benefit from economies of scale in food purchase.
. Utilize multiple large quantity food donations.
City of Cupertino
Standardized Application for Funding FY 07/08
2
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6. PROJECT MANAGEMENT
Briefly describe how the project will be managed and administered, including proposed staff time and
staff functions.
We currently have 8 full time positions dedicated to Operation Brown Bag.
1. Director of Programs and Services - oversees. functions of food assistance and direct programs
2. Program Manager - responsibilities include supervision of Program Coordinator, program
administration, reporting duties, program monitoring and evaluation.
3. Program Coordinator - responsibilities include program monitoring and evaluation, supervision of
volunteers, renewal applications, and record keeping.
4. Delivery Driver- delivers food to program sites
5. Forklift Drivers-loads food onto trucks at the San Jose Distribution Center for delivery to program
sites
6. Purchase Manager - purchases food for distribution, maintains relationships with food venders
7. Inventorv Manager - tracks all food inventory, poundage and distribution
8. Inventory Assistant - maintains inventory database
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. rfpreviously funded, what
where goals and accomplishments of CDBG projects.
Our mission is simple at Second Harvest Food Bank: We provide food for people in need in our
community. At the Food Bank we imagine a time when hunger has been eradicated, a time when seniors
don't have to choose bet'Yeen eatin.g or feeding their cherished pets; a day when parents don't have to go
without eating so that their children can. To that end, we collaborate with over 300 nonprofit agencies at
770 distribution sites each year, providing food to low income seniors, families with children and the
disabled. During fiscal year 2005-2006 we distributed over 30 million pounds of food to an average of
162,000 people each month. Our service area spans from Daly City to Gilroy and from the ocean to the
bay. The Food Bank has been providing food to low income seniors since we were founded in 1974.
Second Harvest Food Bank's Quarterly Reports for the last three years confirm that our grant
performance is accurate and precise in all areas monitored. There were no unexpected funds to be
accounted for, and there were no unresolved performance issues.
City of Cupertino
Standardized Application for Funding FY 07/08
3
17~/OD
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 date of our last independent audit was August 15, 2006. A management letter was issued with one
finding: the repOli to USDA was submitted one week late. No corrective action was needed.
9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECT1:- SOPHIA
Please see attached funding sources matrix.
SOURCE ESTIMATED AMOUNT STATUS2
..-
ESTIMATED TOTAL PROJECT COST:
(Should equal total project cost on cover page)
1 Include all sources of funds including CDBG allocations.
2 Should indicate the status of commitment of funding source, i.e. secured, committed or application pending with
anticipated dates of final funding decisions.
City of Cupertino
4
Standardized Application for Funding FY 07/08
/7-/0/
10.
CITY OF CUPERTINO
PROJECT WORK PLAN
FY 2007/2008
AGENCY NAME: Second Harvest Food Bank
DATE PREPARED: February 8, 2007
PROJECT NAME: Operation Brown Ba2
Specific Activities Products or Milestones to be accomplished Benchmarks or Beneficiaries
(Use Specific Numerical Data When Possible) For Each Quarter
Quantify When Possible
1 st 2ri.O 3rd 4th TOTAL
Provide weekly bags of groceries to 70
Brown Bag households and homebound Number of households receiving food 70 70 70 70 70
members to sustain their health, nutritional households
well being, and independent lifestyle.
Conduct quarterly nutrition education Number of nutrition education activities 1 1 1 1 4 per
activities year
Provide volunteer opportunities for Number of volunteers 9 9 9 9 9
participants at the Brown Bag site and at the volunteers
Food Bank's distribution Center.
Distribute written materials relevant to Brown Bag newsletter distributions 1 1 1 1 4 per
semors. year
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'0 City of Cupertino
\\I
Standardized Application for Funding FY 07/08
5
11.
BUDGET
For Amount Requested
FY 2007/2008
Agency Name: Second Harvest Food Bank
Date Prepared: February 12. 2007
Project Name: Operation Brown Bag
CATEGORY BUDGET FOR YEAR
SALARIES:
Personnel $5,000
Benefits
OFFICE EXPENSE:
Rent
Telephone/Fax
Printing
Travel
Utilities
Office Supplies
Postage
Equipment Maintenance
/Repair
PROJECT EXPENSES:
Accounting Services
Auditing Fees
Insurance
Davis Bacon Compliance :
PROJECT CONSTRUCTION:
Appraisal
Engineering Services
Architectural/Design
Acquisition
TOTAL: $5,000
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City of Cupertino
Standardized Application for Funding FY 07/08
6
Funding Sources for the Brown Bag Program - FY 2007-2008
Cupertino CDBG
CITIES USE Request Total Status
City of Campbell Salary 7,500 Anticipated
City of Cupertino Salary 5,000 5,000 Anticipated
City of Gilroy Salary 6,000 Anticipated
City of Mil pitas Salary 5,500 Anticipated
City of Morgan Hill Salary 4,500 Anticipated
City of Mountain View Salary 4,500 Anticipated
City of San Jose Utilities 25,000 Anticipated
City of Santa Clara Salary 6,049 Anticipated
City of Sunnyvale Salary 5,000 Anticipated
Town of Los Gatos Utilities 4,000 Anticipated
City of Daly City SalaryfUtilities/Insurance 10,000 Anticipated
City of Palo Alto Salary 7,372 Anticipated
City of Redwood City Utili ti es/Fuel/Insurance 6,000 Anticipated
City of San Mateo Salary 6,000 Anticipated
City of South San Francisco Salary 5,000 Anticipated
Town of Co 1m a Salary 2,500 Anticipated
SUB TOTALS 5,000 109,921
Other Government(Feder, State, County)
County of Santa Clara-Dept of Social Services Salary/Food Purchases 158,025 Anticipated
County of San Mateo-Dept. of Social Services Salary 12,619 Anticipated
FEMA - Santa Clara County Food Purchases 39,250 Anticipated
FEMA - San Mateo County Food purchases 7,883 Anticipated
Council on Aging Salary 24,369 Anticipated
USDA Food Distribution 26,942 Anticipated
SUB TOTALS 269,088
Other Support
Corporation Brown Bag Program 681,436 Anticipated
Foundation/Organization Brown Bag Program 340,260 Anticipated
Individual Brown Bag Program 1,326,486 Anticipated
United Way Brown Bag Program 34,485 Anticipated
Program Services Brown Bag Program 48,426 Anticipated
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..J SUB TOTALS 2,431,093
I
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(). GRAND TOTAL 2,810,102
.t::,
CITY OF CUPERTINO
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
FOUTH YEAR FUNDING CYCLE FY 2007/2008
STANDARDIZED APPLICATION FOR FUNDING
1.
APPLICANT ORGANIZATION:
Date: February 14,2007
Agency Name:
Senior Adults Legal Assistance (SALA)
Street Address:
160 E. Virginia St, #260 City:
San Jose
State: CA
EXECUTIVE DIRECTOR: Georgia Bacil
Signature:
Fax No: (408) 295-7401
E-Mail :
gbacil@sala.org
Phone No:
2. PROJECT NAME: Legal Assistance to Cupertino Elders
Brief Project Description: SALA will maintain our expanded program of free legal services to Cupertino
elders primarily by continuing our current level of appointments at the Cupertino Senior Center.
Identify City of Cupertino Consolidated Plan Priority Needs (see attached): SALA's protect provides
Public Service Activities, slJecifically Senior Services because it targets services to elders. It also
, . -".' . ".-. -'.' . ~
provides Domestic Violence Support as some clients are victims of domestic violence/elder abuse.
Project Address/Location: Cupertino Senior Center, 21251 Stevens Creek Blvd, Cupertino CA 95014
CONTACT PERSON/TITLE: Georgia BaciL Directing Attorney
Phone No:
(408) 295-5991 Fax No:
(408) 295-7401 E-Mail:
gbacil@sala.org
3.
FUNDS REQUESTED: $ 9.948
Total Project Costs
$25,800
Is this a Public Service Project: Yes !:8J No 0 Cost Per Service Unit or Per Client: $198.96 per client
Funds Requested from Cupertino in FY 07/08:
$9,948 Funds Received in FY 06/07:
$9.948
Number of proposed unduplicated Cupertino beneficiaries: 50 Cupertino seniors (age 60 or older)
Number of proposed unduplicated Cupertino beneficiaries atlbelow current countywide median income:
0-30%(Extremelylow) 32(64%) 31-50%(Verylow) 11(21%) 51-80%(1ow) 4(8%)
City of Cupertino Standardized Application for Funding FY 06/07
17"-/ C> ~
4. PROJECT DESCRIPTION AND NUMBER OF UNDUPLICATED CLIENTS SERVED:
Provide a brief description ofthe 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 33 years.
SALA provides services, by appointment, at 20+ sites in the County, including Cupertino Senior Center. Services are
targeted to elders who are low income or at risk of abuse, exploitation or 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; Simple Wills (by SALA's
Wills Panel). Services are delivered by our 5 attorneys, legal secretary, 10 intake volunteers, or our 20 pro bono Wills
Panel attorneys.
SALA has served Cupertino seniors since 1979. From 1997-98 through 2001-2002, support from Cupertino's
CDBG program enabled SALA to increase our number of half-hour appointments at the Cupertino Senior Center from 4
monthly (the 1996-971eve1) to 10 monthly (the 2001-20021eve1). Increased support from Cupertino from 2002-2003
through 2007-08 enabled SALA to increase our appointments to 15 monthly. CDBG funds are requested for 2007-2008 to
maintain SALA's current expanded service levels at the Cupertino Senior Center. SALA also proposes to continue home
visits to Cupertino elders who are homebound/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 living within the geographic boundaries of Cupertino (i.e., Cupertino residents).
Prior to 1997-98, the waiting time for a SALA appointment at the 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 for 2007-2008 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. The long waiting time for a SALA appointment at the Cupertino will also be reduced. Since the latest service
expansion in 2002-2003, approximately 75% of the Cupertino elders served by SALA were seen at the Cupertino Center.
As detailed in the Work Plan, SALA will complete the following objectives by 6/30/08: (1) provide Legal
Services to 50 Cupertino clients (age 60 or older) primarily through intake sessions three times monthly at the Cupertino
Senior Center, as well as atnther SALA sites, by telephone intake (for emergencies and homebound clients);_ap.q home
visits and (2) to conduct one Community Education presentation at the Cupertino Center or another Cupertino site.
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 2005-2006 indicate 85% were very low income
(less than 50% of median) and 51 % were age 75 or older (a demographic indicator placing them at risk). Significantly,
according to Santa Clara County's Older Adults: Key Indicators of Well Being, produced by the County Public Health
Department in October 2001, of the 236,874 county residents age 60 or older, 22% are very low income and 30.5% are
age 75 or older. SALA's statistics for 2005-07 also indicate 64% of our Cupertino clients were female. SALA expects
similar demographics for Cupertino clients in 2007-08.
The $9,894 requested will support direct personnel costs (attorney and legal secretary time) to maintain our
expanded service levels at the current frequency of three sessions monthly in Cupertino. This amount represents our
current (2006-07) funding level. Cupertino CDBG funds will be leveraged by six other sources of ongoing funding
support. See Part 9. If less than $9,894 is received, SALA may have to reduce service levels and the number of clients
served in Cupertino in proportion to the amount ofSALA staff time that will be lost. Ifno CDBG funding is received,
SALA services at the Cupertino Center will likely be reduced to bi-month1y appointment sessions or could be eliminated.
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 address the priority needs identified below, the Project's purpose is to provide free legal services to support
seniors (especially those that are low income or at risk) 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
City of Cupertino
Standardized Application for Funding FY 07/08
2
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open case10ad as of 9/30/06 indicated that 15% of the clients had problems with public benefits, 4% had a housing
problem, 45% needed intervention for elder abuse, 27% requested an Advance Health Directive, 1 % had a nursing home
problem, 4% had a Medicare HMO/Medi-Gap dispute, 4% needed help with incapacity planning or probate alternatives.
The Project objectives to be completed by 6/30/08 are: (1) to provide free Legal SQrvices to 50 Cupertino clients
age 60/+), through intake sessions (of 5 half hour appointments each) three times monthly at the Cupertino Senior Center,
intake sessions at other SALA intake sites, telephone intake (for emergencies/homebound clients), and home visits, and
(2) to conduct one Community Education presentation at the Cupertino Senior Center or at another site in Cupertino.
All ofthe 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, or a pro bono Wills Panel attorney. All attorneys on SALA's staff and
the 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 6/30/08 are set forth below. Because SALA provides only one
service countywide, legal services, our funders allow us to use countywide outcomes.
Outcome # I is that of the countywide clients whose cases were closed in 2007-08, 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 2007-08, and who returned 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 clients 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.
The results of SALA's 2005-2006 Outcome Evaluations indicated that 98% of our countywide clients achieved
Outcome #1 and 95% of the sampling of countywide clients that returned a survey achieved Outcome #2.
With respect to priority needs, SALA's project meets the definition of a Public Service under the federal CDBG
program and targets services 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 2007-08 CDBG Funding Priorities for Cupertino and
is identified as a "High" priority Public Service Need (Senior Services) in Cupertino's Consolidated Plan. (Table 2B,
Community Development Needs). As noted in Part 4, SALA statistics for Cupertino elders served in 2005-06 also
indicate that 85 % were very low income (less than 50 % of median). These statistics also indicated that51 % 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 "high" priority
Pub1iG Service Need in the Consolidated Plan, Domestic Violence Support. Thus, SALA's project meets_a p.ational
objectiv~ for CDBG, and jurisdictional objectives/priority needs for Cupertino, because it provides ,seIYice~~that benefit
very low and low-income persons and it targets the elderly, some of whom are also victims of domestic violence or
physical elder abuse.
In addition to the priority needs identified in the City's Consolidated Plan, Council on Aging's (COA) needs
report, Coming of Age (1994), documents the specific and critical need for legal services for seniors in Santa Clara County
elders, 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 Agingfor 2005-2009 adopted April 25, 2005 affirms that legal assistance continues to be a priority need in
Santa Clara County "to help 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 [mdings of the above cited reports and notes: "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 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 ofthe three
services identified by more than one half of the seniors that were surveyed for this report.
6. PROJECT MANAGEMENT
Briefly describe how the project will be managed and administered, including proposed stafftime and
staff functions.
SALA has a bilingual and culturally diverse staff with extensive expertise in legal problems oflow income and at
risk elders. SALA's managing attorneys have extensive experience (30+ years) in this area. Directing Attorney Georgia
City of Cupertino
Standardized Application for Funding FY 07/08
3
17r /03
Bacil (J.D.'79), allocated .03 FTE to the Cupertino project, has 23 years experience in that position and Supervising
Attorney Michele Schroeder (J.D.'94), allocated .05 FTE to Cupertino, has worked at SALA for 10 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 .08 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 Apri12001. Legal Secretary Victoria Saucedo,
allocated .05 FTE to the project, has worked at SALA for 7+ years. SALA Administrator Cindy Boone, who handles the
agency's fiscal functions and is allocated .03 FTE to the project, has 16 years' experience in non-profit accounting; she
joined SALA's in December 2004. Attorneys Bacil and Lopez are bi-1ingua1 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, all attorneys on SALA's staff provide the direct legal services described herein. All
SALA attorneys also provide community education and participate in collaborative activities and outreach. As noted in
PaIi 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 attomeys serve on SALA's 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 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. The Cupertino Senior Center
staff will schedule SALA's appointments at their site and will also provide rental-free use of a private office.
By virtue of SALA's 33 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
23 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; Advance Directives; Consumer; Housing; and Simple Wills.- -
Founded in 1973, SALA is one ofthree 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
nationwide. Today, SALA is supported by the Older Americans Act and 16 other funders, including Cupertino. SALA
continues to be the only agency designated by Council on Aging to provide legal services exclusively to local elders.
By virtue of SALA's 33 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 1.200 undup1icated clients countywide. In 2005-2006, SALA served 1,499 undup1icated 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 1,300 persons attended one of SALA's 30 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 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; 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 and 70
clients, respectively. For 2002-03 through 2004-05, the goal was 65 clients; in 2002-03 we served 77, in 2003-04 we
served 69, and in 2004-05 we served 73 clients. For 2005-06 the goal was 60 clients, and we met that goal.
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 2004-05 audit, completed on September 19,2006, and the internal control letter is included with this
proposal. There were no negative findings or concerns cited, so no actions were needed to correct fmdings or concerns.
City of Cupertino
Standardized Application for Funding FY 07/08
4
I 7 -I DC(
OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECTl:
SOURCE ESTIMATED AMOUNT STATUS2
Application pending with this
City of Cupertino 9,948 proposal. Decision expected in
April 2007.
CA. Dept. of Aging/Health 40 Pending Approval. No application
Insurance Counseling and process for 07-08. Expected renewal
Advocacy Program of ongoing grant in June 2007.
Pending Approval. Will reapply for
Council on Aging/Older 5,714 4-year grant cycle. Expected
Americans Act approval of ongoing grant in June
2007.
Pending Approval. Applied for
State Bar/Legal Services 820 continued funding from this
Trust Fund Program ongoing grant source in January
2006. Expected renewal/approval of
ongoing grant by April 06.
Pending Approval. Expected
Silicon Valley Campaign 1,600 renewal of eligibility in June 2007.
for Legal Services
Pending Approval. In 3-year grant
Santa Clara County General 1,506 cycle. Expected renewal/approval of
Fund* ongoing grant by June 30, 2007.
To be raised oar received by June
Contributions/Special 2,200 30,2008. Estimated amount based
Events (including SALA upon revenues raised in previous
Golf Tournament) years.
To be donated by June 30, 2008.
In-kind Services and Space 3,972 Estimated mount based upon in-
kind support from previous years.
ESTIMATED TOTAL PROJECT COST: $25,800
(Should equal total project cost on cover page)
* NOTE: SALA does not receive any County CDBG funds for our Cupertino project or any other services
provided by the agency.
1 Include all sources of funds including CDBG allocations.
2 Should indicate the status of commitment of funding source, i.e. secured, committed or application pending with
anticipated dates of final funding decisions.
City of Cupertino Standardized Application for Funding FY 07/08
5
17-110
10.
CITY,OF CUPERTINO
PROJECT WORK PLAN
FY 2007/2008
AGENCY NAME Senior Adults Legal Assistance (SALA)
DATE PREPARED
February 14, 2007
PROJECT NAME Legal Assistance to Cupertino Elders
Specific Activities Products or Mil~stones to be accomplished Benchmarks or Beneficiaries
(Use Specific Numerical Data When Possible) For Each Quarter
Quantify When Possible
1 st 2nd 3rd 4th TOTAL
LEGAL SERVICES:
Provide direct legal services to Cupertino Serve a total of 50 Cupertino elders by year-end or by 17 11 11 11 50
elders by offering 36 intake days (consisting of 5 June 30, 200 elders elders elders elders elders
ha1fhour appointments each) annually at the served served served served served by
Cupertino Senior Center, through other SALA by Sept. by Dec. by by June year-end or
intake sites, by home visits, or through telephone 30,2007 31, March 30, June 30,
intake. 2007 30, 2008 2008*
2008
COMMUNITY EDUCATION:
Provide community education at the Cupertino Make one education presentation by year-end or by 0 0 0 1 1
Senior Center or at another site in the City of June 30, 2008 presen- presentation
Cupertino. tation by year-end
by June or June 30
30
*This represents a cumulative total of 50 Cupertino elders served by the end of the 2007-2008 year.
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Standardized Application for Funding FY 07/08
6
11.
BUDGET
For Amount Requested
FY 2007/2008
Agency Name: Senior Adults Legal Assistance (SALA)
Project Name: Legal Assistance To Cupertino Elders
Date Prepared: Februarv 14, 2007
CATEGORY BUDGET FOR YEAR
SALARIES:
Personnel 16,997 (8,213 to be funded by Cupertino CDBG).
Benefits 2,728 (1,735 to be funded by Cupertino CDBG).
OFFICE EXPENSE: I
Rent 2,657
Telephone/Fax 400
Printing 60
Travel 80
Utilities 0
Office Supplies 360
Postage 120
Equipment Maintenance/Repair 216
Law LibrarvlPublications 568
Traininl!/Bar Dues 158
Miscellaneous 77
PROJECT EXPENSES:
Accounting Services 88
Auditing Fees 360
Insurance 931
Davis Bacon Compliance 0
PROJECT CONSTRUCTION:
Appraisal
Engineering Services
Architectural/Design
Acquisition
I
TOTAL: $25,800
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I
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tv
City of Cupertino
Standardized Application for Funding FY 07/08
7
BUDGET
For Amount Requested
FY 2007/2008
Agency Name: Senior Adults Legal Assistance (SALA)
Project Name: Legal Assistance To Cupertino Elders
Date Prepared: February 14, 2007
CATEGORY BUDGET FOR YEAR
SALARIES:
Personnel 8,213 to be funded by Cupertino CDBG
Benefits 1,735 to be funded by Cupertino CDBG
OFFICE EXPENSE:
Rent
Telephone/Fax
Printing
Travel !
Utilities I
Office Supplies
Postage
Equipment Maintenance/Repair
Law Librarv/Publications
Traininl!/Bar Dues
Miscellaneous
"
PROJECT EXPENSES: I
Accounting Services "
Auditing Fees
Insurance
Davis Bacon Compliance
PROJECT CONSTRUCTION:
Appraisal
Engineering Services
Architectural/Design
Acquisition
TOTAL: $9,948
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\
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W
City of Cupertino
Standardized Application for Funding FY 07/08
7
~~
CITY OF CUPERTINO
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
FOUTH YEAR FUNDING CYCLE FY 2007/2008
STANDARDIZED APPLICATION FOR FUNDING
1.
APPLICANT ORGANIZATION:
Date:
2/13/07
Agency Name:
Support Network for Battered Women
Street Address:
1257 Tasman Dr.
City: Sunnyvale
State: California
EXECUTIVE DIRECTOR:
Chata Alfaro
Signature: ~ ~
Phone No: 408-541-6100 x 102 Fax No: 408-541-1333 E-Mail calfaro (a),snbw. org
2.
PROJECT NAME:
Domestic Violence Services for Cupertino Families
Brief Project Description: Comprehensive, bi-lingual, domestic violence services to Cupertino
residents including toll free, 24-hour crisis hotline, emergency shelter, psychotherapeutic support
services, legal assistance, social advocacy and community outreach/education.
Identify City of Cupertino Consolidated Plan Priority Needs (see attached):
nSupport Network services are listed under Hi2h Priority on Table 2A of the Consolidated Plan.
.. .--
-- ~..~-~...~,.....,
Project Address/Location:
Same as above.
CONTACT PERSON/TITLE:
Sherry Wasserman
Phone No: 408-541-6100x 119Fax No: 408-541-1333
E-Mail: swasserman(a),snbw.org
3.
FUNDS REQUESTED: $$6500
Total Proiect Cost: $1,851,819 (Total Program $43, 679.81)
Is this a Public Service Project: Yes >I Cost Per Service Unit or Per Client? $325/Client $20.31/Unit
Funds Requested from Cupertino in FY 07/08: $5,900 Funds Received in FY 06/07:$4,451
Number of proposed unduplicated Cupertino beneficiaries: 20
Number of proposed unduplicated Cupeliino beneficiaries at or below current countywide median
mcome:
0-30% (Extremely low)
16
31-50% (Very low) 3
51-80% (low)
1
City of Cupertino
Standardized Application for Funding FY 07/08
17-/1L{
4. PROJECT DESCRIPTION AND NUMBER OF UNDUPLICATED CLIENTS SERVED:
Support Network for Battered Women (SNBW) requests the commitment ofthe City of Cupertino in
subsidizing domestic violence services to very and extremely low income Cupertino residents, through a
CDBG grant in the amount of $6,500.00.
Domestic violence is a devastating social disease. It can occur in any household or neighborhood - from
the extremely low income to the very affluent. Cupertino residents are not immune to everyday
pressures that give rise to domestic conflicts that can escalate into violence - work related stress,
financial burdens, lack of personal time, diminished family involvement and alienation. Domestic
violence can be a leamed reaction from childhood, a cycle of violence repeated as habit. \Vomen,
financially dependent on a batterer, or afraid of losing their children, will rationalize not seeking help,
thereby placing themselves and their children at greater risk.
To address this problem, SNBW's Domestic Violence Services for Cupertino Families Project will
provide 20 un duplicated city residents, 200 counseling services, and shelter 4 Cupertino
residents for up to 120 shelter bed nights with the following services during fiscal year 2007-
2008. The target population served under this program falls within the HUD definition of very low
and extremely low income.
A. Counseling Services: SNBW will provide counseling services to 20 unduplicated Cupertino
residents.
Cupertino domestic violence victims can take advantage of the full array of psychotherapeutic suppOli
services we offer, including clinical therapy, individual, peer and group counseling, crisis and drop-in
counseling, in-take, case management and support groups. Parenting classes are operated in accordance
with county protocols and children's activity groups and therapy. Cupertino residents will have full
access to our award winning programs, La Familia (targeted to the Latino community) and STARS (teen
dating violence education) programs. .. - .
B. Emer2encv Shelter: SNBW will provide emergency shelter to an estimated 3 unduplicated
Cupertino'residents.
Cupertino residents will have access to the emergency shelter where domestic violence victims and their
children can remain up to 8 weeks and the shelter's After Care Program. When the shelter is full or
during times shelter staff is unavailable, hotel accommodations are available. SNBW satisfies HUD
criteria for funding. During fiscal year 2006/07, 88.2% of Cupertino clients served by Support Network
fell within the HOD criteria of very low to extremely low income. Ninety (90) percent of all agency
clients fell under the definition extremely low income to very low income.
SNBW meets a particularly urgent community need by providing intervention counseling through crisis
calls, drop-ins and emergency shelter, to Cupertino families in immediate danger. When the shelter is
full to capacity or staff is unavailable, hotel space is offered to victims in peril. We assist battered
partners in obtaining emergency and permanent restraining orders to protect their safety and that of their
children.
The agency-wide breakdown of service units provided to ethnic groups in 2006-07 was: 36% Caucasian,
21 % Asian, 29% Latino, and 14% other. The agency-wide ethnicity of our clients during that time was:
Caucasian, 29%; African American, 5%; Native American, .8%; Asian, 10%; Latino, 48%; Other, 5%;
Unknown, 2%.
City of Cupertino
Standardized Application for Funding FY 07/08
2
/7-1/..5
5. PROJECT PURPOSE AND OBJECTIVES:
SNBW offers comprehensive, culturally sensitive domestic violence services in north Santa Clara
County and addresses a priority need in the City of Cupertino by rendering critical support and shelter to
the most vulnerable residents - women and children living with violence in the home. SNBW provides
services not otherwise addressed by any branch of the government. Without community-based
organizations like Support Network, domestic violence victims would have nowhere to go.
There is a critical need for domestic violence services in Cupertino. In 2005, the Santa Clara County
Sheriffs Office reported 99 cases of domestic violence in Cupeliino, up from 58 incidents in 2004.
Twenty-seven residents were arrested for violating domestic violence restraining orders. Countywide, 10
people were murdered as the result of domestic violence. Three (3) were children. The District Attorney
prosecuted 4,007 domestic violence cases (3,477 misdemeanors, 530 felonies) out of 5,871 referred by
local police departments. Children were involved in 1,324 of those criminal actions. (Source, Santa
Clara County District Attorney's Office).
Support Network addresses these needs through comprehensive services. Our desired outcomes for the
Domestic Violence Services for Cupertino Families Project are:
B.
65 percent of clients completing at least 8 weeks of individual therapy or one 8-week
cycle of psycho-educational group counseling, will increase their Domestic Violence Self
Efficacy Score by 25%.
75 percent of Cupertino residents departing the shelter will have an improved
understanding of personal safety issues and a plan to move to a protected or safe living
environment.
A.
Evaluations
We assess the effectiveness of our programs and services by a variety of protocols and professional
measurement tools. General agency procedure requires that a file be created and maintained for every
client seen in person. Each type and unit of service is logged and tracked, showing the client's progress
toward understanding the impact of domestic violence and strategies to increase personal safety.
Each month, our Data Management Coordinator enters that data into our client database and
disseminates quarterly and annual reports that enable personnel to assess program performance, client
progress and detennine if changes are needed. Client files are kept under double lock and maintained for
seven years.
We utilize surveys, questionnaires and scales to assess program effectiveness and client needs. Client
responses are logged in client records during walk-in counseling sessions. Crisis call counselors record
whether a safety plan has been developed. At the emergency shelter, intake forms are administered to
determine client needs. Later, exit surveys are administered on departure, to determine whether a safety
plan is in place. Exit surveys also track whether the client has increased her understanding of domestic
violence issues and has established a plan of action.
Therapy clients take a Self Efficacy Scale test (SES) at the beginning of counseling, and again, after 8 -
15 weeks of therapy. Tests measuring children's behavioral symptoms associated with witnessing
domestic violence are administered to parent/clients before therapy begins and 8-15 weeks into therapy.
Standardized Application for Funding FY 07/08
City of Cupertino
3
/7..-IIb
Parents rate the severity of symptoms including children's anxiety, poor concentration, fighting,
disobedience, cruelty and their fear of new situations.
Legal clients are surveyed before their files are closed to track the client's increased knowledge oflegal
rights, opinions regarding assistance they received at Support Network and their level of safety after
having completed legal processes.
6. PROJECT MANAGEMENT
Briefly describe how the project will be managed and administered, including proposed staff time and
staff functions.
Responsible Staff Person Staff Functions Percentage of Time Charged
To Domestic Violence Services
for Cupertino Families Project
Denise Henderson, Director Responsible for supervising all 10%
of Client Services, M.A. agency counseling services and
Counseling, Education and programs to Cupertino residents
Psychology, Santa Clara under this project.
University.
Nicky Matheson, Shelter Responsible for supervising case 10%
Manager management of women and
children in the shelter program and
management of the shelter and its
facilities. Ms. Matheson oversees
day-to-day operation ofthe shelter,
~. ., all educational programs including
"-
children's activity groups and the
After Care Program.
7. AGENCY DESCRIPTION AND PREVIOUS CDBG. HOME OR ESG ACCOMPLISHMENTS:
For a quarter of a century, Support Network for Battered Women has rendered critical services and
shelter to Cupertino women and children living with violence at home. Our mission to empower victims
to live free of domestic violence integrates a multicultural perspective and brings services to the whole
family, with an emphasis on children. Eighty-one (81) percent of our staff is bilingual
(English/Spanish).
The services provided by Support Network include:
. The only toll-free, 24-hour domestic violence crisis hotline in Santa Clara County.
. Emergency shelter for up to 8 weeks where domestic violence victims and their children will
receive case management, counseling, domestic violence education and access to food, clothing,
household necessities coupons, transportation, vouchers and referrals.
. Full psychotherapeutic support services including clinical therapy, individual and group
counseling, crisis and drop-in counseling, and support groups. Parenting classes are conducted in
Standardized Application for Funding FY 07/08
City of Cupertino
4
/1-/17
accordance with county protocols conducted by Master's level interns and experienced social
workers.
. Children's activity and therapy groups are follow an approved curriculum of domestic violence
education. These groups are scheduled to coincide with adult support groups.
. La Familia Program: Our culturally competent service model, targeted to Latino clients who want
to keep the family intact and stop home violence. The Support Network provides home visitation to
victims, and counseling to batterers.
. Legal assistance and advocacy, including paralegal assistance in completing and filing legal forms,
explanation of court processes and provides court accompaniment.
,. Victim's Advocacy Program through which local police departments refer Support Network to
domestic violence victims for follow-up support and information.
. Community education including meetings with community leaders, presentations, attendance at
fairs and community events and dissemination of collateral. We have recently partnered with Kaiser
Hospital to provide domestic violence education to staff and clients of Kaiser Hospitals and clinics.
Since 1994 SNBW has partnered with the City of Cupertino in the CDBG program to better the lives of
their most vulnerable residents - battered women and children. We are currently on track to meet our
direct service obligations under both the CDBG and Human Services Grants.
Service Goals and Costs
In fiscal year 05/06 we met or exceeded all of our goals by providing counseling to 17 Cupertino
residents (goal, 10) and shelter to 4 residents (goal, 4). In addition to our contract objectives we
answered 103 a (24 % increase) crisis calls, rendered legal assistance to 3 residents and provided a total
of 268 service units to Cupertino residents. Clients from Cupertino represented 2 % of agency-wide
clients. The actual cost of services to Cupertino residents was $43,679.81. SNBW leveraged over
81 % of Cupertino costs that year by diverting funds generated from other sources such as private
foundations and corporations, individual donors and government grants (Cupertino CDBG fu'uded c '- '
$5,900.) We hope you will be able to increase your support of these services to Cupertino
residents.
8. AUDIT INFORMATION:
The Audited Financial State for the year ending June 30, 2006, was completed October 10,2006. That
audit was conducted in accordance with auditing standards generally accepted in the United States, and
the standard for financial and compliance audits contained in the Standards for Audit of Governm~ntal
Organization, Programs, Activities and Functions issued by the U.S. General Accounting-OffIce and'
included tests ofthe accounting records and other necessary auditing procedures. The report identified
no problems, needing correction. The findings were clean, in every respect.
Standardized Application for Funding FY 07/08
City of Cupertino
5
11-1/~
9. OTHER SOURCES OF FUNDS ANTICIPATED FOR THIS PROJECT1:
Project is defined as Domestic Violence Services to Cupertino Residents
SOURCE ESTIMATED AMOUNT STATUS"'!
Individual Donations $592,437 Pending
Corporations, Pending
Foundations and
United Way $332,851
Santa Pending
Fee for Services $12,000
State Office of Pending
Emergency Services
and MCH $435,200
_..~
Federal Dept. of Pending
Justice $112,292
, ..
County $180,000 . . Pending
...
Cupertino CDGB $6500 Pending
All other Cities
CDBG: including Los,
Altos, Los Gatos,
Sunnyvale, San Jose,
Santa Clara, Milpitas,
Mt.View) $117,539 Pending
ESTIMATED TOTAL PROJECT
COST: $1,851,819
(Should equal total project cost on cover page)
1 Include all sources of funds including CDBG allocations.
2 Should indicate the status of commitment of funding source, i.e, secured, committed or application pending with
anticipated dates of final funding decisions.
Standardized Application for Funding FY 07/08
City of Cupertino
6
/7-1/1
10.
CITY OF CUPERTINO
PROJECT WORK PLAN
FY 2007/2008
AGENCY NAME
Support Network for Battered Women
DATE PREPARED
2/13/07
PROJECT NAME
Domestic Violence Services for Cupertino Residents
Specific Activities Products or Milestones to be accomplished Benchmarks or Beneficiaries
(Use Specific Numerical Data When Possible) For Each Quarter
Quantify When Possible
1 st 2nd 3rd 4th TOTAL
Ii
- ' I
Counseling Services:
: 1 5 5 5 5 20
Support Network will provide Cupertino Support Network wili'provide counseling
residents with counseling services and services to 10 un duplicated C\lpertino residents.
programs including, but not limited to,
those described in section 4A of this
application.
1 1 1 1 4
Emergency Shelter:
Support Network will provide emergency
Support Network will provide Cupertino shelter to 4 unduplicated Cupertino residents.
residents with emergency shelter at our
confidential shelter or through hotel
accommodations.
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,
N City of Cupertino
Q
Standardized Applicationfor Funding FY 07/08
7
11.
BUDGET
For Amount Requested
FY 2007/ 2008
AGENCY NAME: Support Network for Battered Women
PROJECT NAME: Services to Battered Women
Date Prepared: February 9,2007
-..1
\
'"
CATEGORY BUDGET FOR YEAR
SALARIES:
Personnel 4,529.00
Benefits 905.88
OFFICE EXPENSE:
Rent 600.00
Telephone/Fax 261.12
Printing
Travel
Utilities
Office Supplies 204.00
Postage
Equipment Maintenance
/Repair
PROJECT EXPENSES:
Accounting Services
Auditing Fees
Insurance
Davis Bacon Compliance
PROJECT CONSTRUCTION:
Appraisal
Engineering Services
Architectural! Design
Acquisition I
TOTAL: 6,500.00
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Office of Affordable Housing
8
Standardized Application for Funding FY 04/05
Board of Directors
Board Chair
Rick Fezell
Ernst & Young llP
Vice Chair
Dickl8vy
Varian Medocal Systems. 1nc
T ............
Slew M. StniII1
WeIs Fargo Bank
SecreWy
Linda SulliYan
NBCll
IlecIIy Baybrook
PDF Solutions, Inc.
Usa BudlIngham
San Jose MeroUly News
Bob Campbell
Senior HoUlling Solutions
Mary Davey
Colnn1umy VoIunleer
Greg Davidson
GIlson. Dunn & CroIc:her LLP
Jonathan Dhann apalan
DeloitIe Consuling LLP
Gary Effren
Community Volunteer
John Eichhorn
PayCycle. Inc.
Raquel Gonzalez
Bank 01 America
Autumn Gutierraz
Community Volunteer
Don Kassing
San Jose Slate University
Vam Kelley
Inlersil CoJporaUon
Luba K1pnia
Intel Corporalian
Hslng Kung
Acorn Campus
David Lopez
The NatIOnal Hispanic University
laura Lundy
Washinglon Mutual Home Loans
Philip Ma
McKinsey & Co.
John Matheny
Miaosofl Corporation
Kevin O'Connor
Soleclron Corporation
Jim Pollock
Pollock Financial Group
Susan Prncoa
Apple Computer. Inc.
David Sandal
Applied Malerials
Anil SIngh
S.E. laboraloriea. Inc.
Rlc:hard Terren
S.E. laboratories. Inc.
Don Watters
Community Volunteer
Mark Walker
President & CEO
February 27, 2007
United
Way
m
..
United Way Silicon Valley
Mr. Dave Knapp, City Manager
City of Cupertino
10300 Torre Avenue
Cupertino, CA 95014
~~
Dear ~app,
On February 11,2007, United Way Silicon Valley launched 2-1-1 Santa Clara
County, the 24/7 health and human service Infonnation and Referral service. With
the strong support of many community supporters and generous donors we have
been able to reach and surpass many of this year's milestones. And we know this is
just the beginning.
The City of Cupertino has been a valuable supporter and donor in bringing the
2-1-1 service to fruition. Please accept this letter as our official request to have
funding for 2-1-1 Santa Clara County in the amount of ten thousand dollars
($10,000) considered and included in your 2007/2008 Fiscal Year Budget. A
strong partnership with the City of Cupertino is paramount to the sustainability and
expansion of the 2-1-1 services for our residents.
To recap some of the infonnation highlights on 2-1-1 sec since January 2006:
. 2-1-1 SCC launched an IS-month design, design implementation, and
operations plan (January 2006 - June 2007).
. A contract was executed with lllterface Family alld C/tildrell Services,
Ventura County for roll-over and after hours call center service.
. We have had a successful PublicIPrivate funding campaign that includes
support from local government, community based organizations, private
corporations, individual donors, and designations from workplace campaigns
(launched Feb. 2006). A Sustainability Plan was created in June 2006.
. Our application to the California Public Utilities Commission to allow UWSV
for use of the 3-digit 2-1-1 dialing code in Santa Clara County was successful.
The award was made in record time and the application was sited as
exceptional (September 2006).
. The database provider selected; Refer (September 2006); Technology: servers,
redundant off-site location established (October 2006); Landlines switches
were set to allow 2-1-1 dialing (November 2006); cellular lines have and will
set switches at different dates
. December 11,2006 - stealth launch to test systems; January 15,2007 - Stealth 24/7 operations; February 2006 - Report templates; launched on February 11 tho
1922 The Alameda. San Jose, CA 95126-1430
Main (408) 247-1200 . Fax (408) 249-4422. www.uwsv.org
17-1 '2
As a new endeavor, a number of our outcome assumptions are based on the experience of other
2-1-1 call centers serving comparable populations, i.e. number of calls at launch and increasing
going forward. As 2-1-1 SCC's role in the community evolves, different criteria will shape the
expanded objectives and measurement and evaluation of outcomes, i.e. ending homeless
collaborations.
We will focus on measuring 2-1-1 SCC's impact on the targeted and intended audiences,
including but not limited to, the following: Individuals, Community Service Providers,
Employers, Existing Information and Referral Services, and Funders and Planners.
The current comprehensive evaluation plan will utilize software survey tools that will assist in
data reporting. Our projections on anticipated client service do not reflect the additional hits
through the public website that will be launched in May 2007. The current scope of services
focuses on general calls for information and referrals on existing services and programs, with the
exception to data being collected on the targeted 0-5 years of age population (specific funded
focus). A critical component of 2-1-1 SCC will be its ability to collect data about Santa Clara
County resident needs, unmet needs, and gaps in service, particularly as they relate to the health
and human service sector.
Please let us know what information you will need from us as the 2007/2008 Fiscal Year budget
process goes forward. You can reach Amari Romero-Thomas, Sr. VP Community Impact, at
(408) 345-4371 or amari.romero-thomas@uwsv.org for information requests or other questions.
I can be reached at (408) 345-4302 or mark.walker@uwsv.onz. If you haven't already taken the
opportunity to dial 2-1-1 and speak with one of our Call Specialist, we invite you to do so now,
so you can experience it for yourself. Thank you, again, for your support and consideration.
Sincerely,
Cc: K. Wang, Mayor
United Way Silicon Valley
1922 The Alameda San Jose, CA 95126
(408) 345-4300 www.uwsv.org
www.211SCC.org
/1-/2-)