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HomeMy WebLinkAboutAttch 2g Eden I&R, Inc.CITY OF DUBLIN Fiscul ~ear 2010-2011 sECT1oN 2 ~/~ T~~m". Page 2 of 18 0~? G~ CITY OF DUBLIN Fiscal Year 2010-2011 ,:.. Organization/Agency `Narne Eden I&R, Inc. (Information:& Referral) Contact Person For Project/Progr`am ~ Job Title 510-537-2710, ext. 8 bbernsteinna,edenir.or~_ 510-537-0986 Work Phone Email Fax Federal Tax Identification No. (required) 94-2339050 City of Dublin Business License No. (required) SECTION 2 Page 3 of 18 City of Dublin Fiscal Year 2010-2011 Application for Funds SECTION 2 Page 4 of 18 City of Dublin Fiscal Year 2010-2011 Application for Funds a. How would the requested funds be used? ^ Describe, in detail, the PROPOSED PROJECT/PROGRAM (not the Agency). ^ Bulleted text is acceptable. ~~~ ~ ~ ^ Identify if the proposed project/program is a,new service, or extension of an existing one. ~ ~; ~ ~ ^ An additional,page may be added, if rieededx. ~ ,` Alameda County`2-1-1`is a free and simple three'=digit information arid,referral service telephone line available-to Dublin residents and empIoyees in over 150 languages, 24-hours'a day, 7-days a week, and 3"65-days a year. All calls rnade by Dublin residents and their advocates to ;,the 2-1-1 phone line are confidential and includ'e comprehensive assessments of needs from experienced Information and Referral Resource Specialists. All callers; whether low-;income individuals (including youth, seniors, and peop,le with' disabilities); ",'families or Dublin; social service advocates, :receiae the most~ accurate; up-'to-date iriforrnation from..Eden I&R's exterisive and detailed databases of healtli; "housing, and human:services. Since July 1, 2'007, 2-1-1 has,'been aperating 24-hours a day'to lielp callers'~,identify and connect to the healtli, housing and human service~resource tliat:will•assist them in their needs: Resource Specialists who staff the 2-1-1 telephone ;lines are rigorously trained to understand • the unique and often dire situations faced by low and no income :farnilies, and to know the vast resources available"in Alameda County. They~ are able 'to. assi"st, in prioritizing :requests, build; an =aetion plan, and be serisitive to the needs of people seekirig help °by -assessing each caller.'s situation, including tlie origins of the difficulty; the feelings callers, have about their , circumstances, the personal:~resources :callers may bring to ~bear,onr the issue;` and the barriers: to, resolution of the problem. Resource<Specialists will not attempt to solve callers' problems, but fo ernpower callers to understand and solve their own problems. Eden I&R coritinues to''~moni'tor AT&T's'technical switching glitch which routes~~certain 2-1-1 calls from Dublin residents to Contra Costa's 2-1-1 call ceriter.~Nleanwhile, all technologically misdirected Dublin calls are seamlessly transferred back ~to Alameda~County's 2-1-1 call center without the caller having to redial. Dublin- residents also have the'option of dialing 1-888-886- 9660, a toll free number, to d'irectly access Eden I&R'~s 2-~1-1, Alameda County services. Besides linking callers to area resources, 2-1-1°`Resource Specialists will also perform additional services: • Advocate on behalf of callers who require extra support to access the necessary services either because the caller does not have the appropriate skills or because the service is difficult for the caller to access; SECTION 2 Page 5 of 18 • Conduct follow-up on cases involving endangerment and situations where the Resource Specialist believes that the caller may have difficulty accessing services or clearly communicating their particular circumstances; • Present the caller with various approaches to addressing the problem and explore the caller's own resources (e.g., friends, family, faith-based community); • Provide at least three referrals and other necessary information (where possible and desirable) to enable the caller to choose .the.most appropriate service; • Pursue the problem until both the caller and the Resource Specialist are assured that all appropriate options~have been exhausted; • Suggest ways the caller can..advocate far him or herself,~wlien~appropriate. Resource Specialists are able to provide these in-depth services because of the weekly staff trainings, and the unique, and= comprehensiue databases which Eden I&R has developed and maintains. Because it is the most extensive database of health and humari services` iriformation in Alameda'County, Eden I&R's databases~are used by individuals and ad~ocates.on a daily basis via the 2-1-1 phone line, the internet (www.211"aTarnedacounty.org), and/or iri print format (The Big Blue Book: Directory of Human Services for Alameda County). ~ Aside from the vast health and~ liuman service database Eden I~&R updates on a daily basis, the agency, also:> ' ro• tracks the number of available beds in i'18 ~Alarneda County emergency shelters twice daily; - . • mairitains a° .database: of specialized health and: liuman service 'information and liousing referrals for"people~with HIV/AIDS~~;~ _ ~ ~ ~ ~ ~ ~ ~ ° ~ ,~ maintains a computerized database of o~er 70,000 units of affordable. and .subsidized ~~ housing~'in Alameda;County~:~ ~~ ~~ ~ ~ ~ ~, ~ , ~~ . ~ , :,,. All these databases of health, housirig, and human service information serve as a ~ita1 tool in linking 2=1-1 callers to the needed services to allow for self.sufficiency. Eden I&R also provides information- and referrals through 2=1-=1~ for tlie followirig specialized programs: ~• Earned In~come Tcrx Credit (EITC)~-= provides~~~~information..about the ~availability of free tax preparation assistance. sites (Volunteer Income Tax,Assistarice-UITA sites) and EITC eligibility guidelines for low-income families in Alaineda`County from January to April. • Homeless Prevention :and~:Rapid Re-Housang Program (HPRP),;~= prescreens applicants for eligibility in receiving rental/utility deposit/payment assistance: • Bank On Oakland - provides: callers with inforrriafion on free/low-cost banking services and to financial education c'lasses. ~~ ~ - ~ - ~ ~ ~` ~ • Food Stamp Pre-screening - prescreens low-income individuals and families for eligibility in the program. • Toys for Tots - registers Berkeley families for free toys during the winter holiday. Aside from its daily function as a provider of health, housing, and human service information and referral, 2-1-1 is also used as a critical tool during and after a disaster. The phone line becomes the public communication system that is used to alert the public at large as to where to SECTION 2 Page 6 of 18 find such critical resources as emergency shelter, alternative permanent housing, food, clothing, medical information and services, FEMA and other financial aid resources. 2-1-1 is also used to connect spontaneous volunteers with organizations in need of volunteer assistance. Currently, 2- 1-1 is being used by the Alameda County Public Health Department to assist in alerting the public about H1N1 information. b. How would the PROPOSED PROJECT/PROGRAM address an unmet community need and improve the quality of -life for Dub'lin residents. Why is this project/ program needed?p(Additional page~.may be added:, if needed): During these turbulent times, it is more .imp'ortant than .ever ;to liave accurate health and human service information as` the impact of ~reduced funcl'irig fr,om- federal;: state, county, ~and local entities are putting a strain on`existing human services programs:.A's~programs evolve - closures, service hour cutbacks, and changes in eligibility xrequirements =` people seeking help have a harder time locating the appropriate services. Even~ social service profess'ionals who once knew which way to turn in their search for, client.gassis,tance_are al'so facing one`'deadxend after;.another. For these reasons, there is a need for simple access to; and reliable information about community resources. " , .. Eden I&R''s databases of human ser~ices and affordable ho'using units::are a collaborative: effort which depends on the .work bf hundreds of' community-based arganizatioris and property managements. .The result is a ceritral=ized source of irif`o`rmation about community resources that does riot; exist anywhere else in Alameda °County. For..this reasori,.,Eden ~I&R. has become a critical resource for. those workirig foward building,,a better -future for families, as weli as thousands of other at=risk individuals; and hurnan service °agencies` seeking services or housing for their elierits:,By utilizing these cornprehensive databases°;of information, the Alameda:County 2-1-1 phone~line simplifies the way~people corinect to the r'iglit inforination and resources~. 2-1-1 Phone Lirie Resource Specialists are trained to 'assess needs, discuss challenges, and develop customized solutions for each caller:; ' ~ ~ ~ _ ~ ~ ~~ ~ ~~ ~ The Alameda Courity 2-1-1 phone line produces numerous benefits and economic~efficiencies for the Dublin .community:, • Provides up-to=date information: Callers and advocates can rely on- the information given will be`current~~-and accurate; ~~~ ~ ~ ~ ~ ~ • Allows departments° and,;agenc`ie's" to`focus on their., missions; 2.=1-1 frees city and agency staff from having to find additional resources for clients about services unfamiliar to them; , , • Provides a sitagle-point of access~,to va~rious~`~human~ services: Callers only have to dial one number and get access to ari extensive database of human service information; • Helps callers go prepared: Callers are reminded of what types of paperwork and documents they will need to bring in order to save them another trip; • 24-hour accessibility: Dublin residents can ca112-1-1 any hour of the day and be able to talk to a live Resource Specialist about their service needs; • Multilingual capability: Non-English speakers can receive the same assistance as the 2-1-1 phone line is available in over 1501anguages. SECTION 2 Page 7 of 18 • Relieves 9-1-1 dispatchers of unnecessary calls: Instead of dialing 9-1-1, Dublin residents can~dial2-1-1 for non-life threatening personal emergencies such as where to go for food and shelter. This allows for faster response to live threatening emergencies, reduces unnecessary ambulance dispatches, and results in cost savings to the community. • Provides access to new, seasonal, and/or temporary services: Dublin residents can get prescreened for eligibility in the Food Stamps Program, locate free tax preparation sites during the tax season, and identify ,volunteer and donation opportunities during the 2 - holidays (holiday dinners/baskets and Toys for Tots programs). • Distributes essential°information•to `the public during arid after a disaster: People in impacted areas can°call 2-1-1 to get current and accurate information about where to go, what to do, and. how to help.' . , ~ ,' ~. ~, -, ~ ~~, , ~. ~~., - m,t Nat'ionally, 2-1- l 9 has proyeri to' be a critical public:; commumcation tool for public information dissemination before, duririg and after a disaster.:., For example;'~.during 'the ,; 2007, Southern California Wildfire, 2'-1-1 relieved 9 1~1~~`dispatchers~of-non-life threatening calls by handling 25,000 nonemergency`calls per day;in~" San Diego County;x and locally, during the West Oakland Adeline Fire, Alameda County 2-1=1' worked with tlie, Red Cross to assist the 50 families that were ~displaced. Currently, Eden I&R is worlcly closely wiYh` the Alameda County P;ublic Health Departinent to distribute essential updated info`rmation '(such as uaccination schedule's) about the H1N1 flu~pandemic to the'community. = ;- " ~ ~_ ~ . ~ ~ - ~~ Eden I&R is comrnitted to di'sasterspreparedness internall`y; locall`y, regionally"fand`statewide-- and continues ;to play an active roYeA~iri~disa'ster preparedness planr`iing.<, To stay up-fo-date, staff members attend 2-1-1' Regional Partnership meetings, and . NorCal arid ' Alarneda . County Voluntary Organizations Addressirig . Disasters .(VOAD) meetings, fo discuss disaster preparedness and respops.e; participate in. various ~ conferences and° "workshops, sueh, ;as; the Emergency Management and 8afety Solution's ~H 1N 1` Global~ ilpdate`Preparing for tlie Fall Flu Season, Building a Resilient' Bay Area Through Public and. Pr'ivafe Leadership Collaboratives, Alameda~•.Count>y. •Influenza Confer:erice;~~, Disaster Prepareelness Symposium',°~ SF mBay~ Area ~.~ Disaster Uolunfeer planning meeting, 2009'~°Severe::Influenza Tabletop Exercise;=~ and AC ~ . ,~ Emergency,Volunteer`work group meefings. Internally.,:Ed`en I&R has installed.an atterina for the. agency's ham radio, te"sted the Telecommunications Service Priority plione service, and maintained membership in FEMA Emergency . Shelter Local Board,.~ Emergency Managers' Association, Nor Cal'VOAD; and Alameda Courity VOAD: ' When a Dublin residenf is facing ;a ~persorial~ cri "sis, or ~vhen ~Dublin ~~faces_ a~citywide disaster like ~ an earthquake, fire and/orflood, Alarrieda-County 2-1=I wi11 be available to provide the most up- to-date, comprehensive and ~relevant ~~informat~ion to~ ~ crrtical _: resources. 2-1-1 and its toll free number 1-888-886-9660 is a"safety net" comunications and resource vehicle that is available to all Dublin residents regardless of economic status, age; academic background or language capability. c. What documentation/data/records support the need for this PROPOSED PROJECT/PROGRAM? Please identify your data sources. (Additional page may be added, if needed.) SECTION 2 Page 8 of 18 With comprehensive and easy access to services through 2-1-1, people (especially vulnerable populations) experience less confusion, make fewer wasted calls, and benefit from avoiding exhausting run-arounds with local agencies and health facilities. National studies (that can be found at www.211.org) indicate that without the three-digit code 2-1-1, people seeking health and social services call seven to eight wrong numbers before finding the right one, or give up completely before getting the help they need. People who have trouble accessing services because of linguistic or cultural barriers are especially likely to give up - or not even try. 2-1-1 offers tremendous economic benefits by streamlining the gathering and dissemination of community information; thereby generating significant cost savings for government and nonprofit agencies that serve the area. Cost benefit analyses done by the Nebraska Department of Health and Hurnan Service `show that 2-1-1 saved $1.25 rnillion "-'in reduced nursing care placement, $3.60 rnillion saved in reduced redundant` I&R calls, and $220,000 saved in reduced non-emergency 9-1--1 calls. A study completed by the University of Texas assessedthe expected cost and anticipated benefits of a nationwide 2-'1-1 system. and concluded" that it would provide a $1.1 billion in net value over the next 10 years. Whether it was due to morepebple knowing about the 2-1=1 service or the need in the area, 2-1-1 saw an 80% increase in the number of Dublin callers during its second year of service (FY 2009). In addition, 2-1-1 Resource Specialists provided'188% more-housin~ and 68% more service referrals in FY 2009 than in FY 2008. During FY 2009, Dublin: residents called- 2-1-1 for a wide range of needs and assistance. The top fi~e requests were subsidized/unsubsidized housing-19%, food-13%, utility assistance-11%, transitional housing/emergency shelter-ll%, rent assistance 10%, and other critical services-36%. The followirig are a few examples of the'types of needs Dublin residents sought: • A disabled senior from Dub'lin called seeking food programs to supplement her food stamps.-:She was referred to Children's Emergency Council, Tri-Valley Haven Food Pantry, Tri-Ualley Church of Christ, and the Alameda County Community Food Bank. • A Dublin resident called seeking information on- counseling services for his uninsured friend suffering from depression. He was referred to Axis Community Health and Pleasanton Community Counseling Center. • A 19 year old former foster child on probation called frorn Dublin seeking information on employment. He received referrals to programs that provided training and employment services to former foster youth and those on probation. • A disabled Dublin senior called for assistance with her utility bill. She was referred to the HEAP and the REACH programs to assist with payment of her bill. The increase in Dublin callers can be attributed not only to the need and the substantive outreach conducted, but people are also now relying upon the 2-1-1 Phone Line Resource Specialists as knowledgeable and sensitive to callers' circumstances. Below are transcripts from the 2-1-1 Caller Feedback Line about the 2-1-1 service: • 9/29/2009: `I needed help with my PG&E bill and I just wanted to tell you that I've had back surgeries and I'm disabled and I have SSDI and I missed the cut off date when I was SECTION 2 Page 9 of 18 trying to call PG&E and they shut it off. I'm also going through a custody battle with my ex and if he found out that my service was off he would do what he could to try to. prove that I was unfit so I'm truly grateful to you and your service. I've worked all my life and for my first time I have to count on these services and it's so degrading at times. When you have someone on the other end of the line who treats you like a decent human being it makes a difference in your day. " • 9/14/2009: "I spoke with a Resource Specialist regarding trying to identify possible shelters for an 18 year old female with no children and no income. 1 was really impressed with the details the Resource Specialist was able to give me `regarding shelters and other social services for a person with no income. I really appreciate the service. I work with Chabot College and we use your service quite a bit. " • 9/3/2009: `7 would like to give thanks to 211 for helping me accomplish my goals with housing and food. Whatever I might need, 1 call 211 and I can be helped. I've used 211 more ,than once and I know it as a resource to help me throughout my communiry. I'm getting ready to branch out on my own and;they're really a big support. " The success and the need of the 2-1-1 program'have also been voiced by many social service providers. Below are two testimonials: Charlene and Mitch Sigman, Founders, School of Imagination & Happy Talkers, Dublin "Parents often don't know where to turn tivith concerns about their child's growth and 'development. For those raising a child with a delay or disability, their journey will be filled with uncertainty as well as great f nancial and emotional strain: The 2-1=1 service provides these families with the opportuniry to connect with professionals available to help them on their journey. 2-1-1 is an invaluable service; a lifeline for families in need. We are so grateful to Eden 1&R for providing families with this amazing resource and for being our partner "bringing out the extraordinary in every child. " Nancy O'Malley, Chief Assistant District Attorney (currently District Attorney), Alameda County , - "... 2-1-1 Alameda Counry is a convenient, comprehensive and easy way for those in need of services to learn about what services are available and how to conveniently and efficiently access those services. YVith a phone call, 2-1-1 removes from the process the difficult and for some, impossible, task of figuring out what services are available and how to navigate the systems that provide those services. 2-1-1 brings the information about professionals and providers to a phone call so those in need can use what is left of their precious energy to actually get the service. We, at the District Attorney's Office 'and the Alameda County Family Justice Center, love 2-1-1 and are proud to $e part of it. " SECTION 2 Page 10 of 18 City of Dublin Fiscal Year 2010-2011 Application for Funds d. Specify the PROPOSED PROJECT/PROGRAM population to be served. Although all Dublin residents and employees have equal access to 2-1-1 services by landline phones and cell phones, the people who benefit the rnost from 2-1-1 are Dublin residents who need health, housing, and human services (especially frail elders, the disabled, the physically and mentally ill, single parent families and immigrants): Another segment of the population that benefits from this service are advocates (e.g. case managers, medical personnel, teachers, and employers) in Dublin who need help in navigating the ever-changing system of referral agencies for their clients, patients, students and employees. Different outreach methods have been.pursued and will continue to be pursued in informing all Dublin residents and employees about this vital and free service. Eden I&R staff has conducted outreach to the community by speaking to staff from different agencies; hosting booths at resource/health/career fairs; posting and rnaking 2-1-1 materials available at :local agencies; writing press releases and submitting it to local publications; placing 2-1-1 materials with other agency giveaways (e.g. food baskets and goodie bags); and seeking assistance from other agencies and departments in helping iriform the public aboutthe 2-1-1 phone.line (e.g. posting a logo/article about 2-1-1 on their website and/ar newsletter). ° Most recent outreach efforts in Dublin;and the Tri-Valley community include the following: the Dublin Chamber of Cornrnerce printed an article about 2-1-1 in their newsletter as well as inserted a 2-1-1 flyer in another issue; Alameda County Supervisor Scott Haggerty continues to include a logo;and information about 2-1-1 in his newsletters; Eden I&R staff hosted a booth at the Dublin Senior Fair and Tri-Valley YMCA Healthy Kids Day; Spectrurn Meals Ori Wheels gave a flyer and .magnet to each homebound client; and the Tri Valley Haven Food Pantry included 2-1-1 materials in their Thanksgiving baskets. e. Projects/programs must be evaluated to,determine if they, are being carried out efficiently and if project/program goals are being met. Please desaribe how you plan to monitor your project/program's success and-impact. ^ An additional page may be added, if needed. The success and impact of 2-1-1 lies in its ability to: - • serve as the major access point for a full rarige of information related to personal and economic self-sufficiency, including crucial human services and affordable housing; • reduce wasted effort, expense and time off from work for vulnerable Dublin residents seeking needed services; • make free and easy access to accurate and appropriate human service information readily available; • assess Dublin callers' needs and match them correctly with community resources; SECTION 2 Page 11 of 18 provide culturally and linguistically appropriate services; eliminate duplication of efforts by other human service organizations by providing free and timely access to information and referrals and the limited supply of rental housing for low-income Dublin residents. A critical objective measure of the impact of 2-1-1 is the statistical data that is collected from Eden I&R's client activity and call databases. The analysis of the aggregate monthly, quarterly, and year-end statistics is one evaluation method used to determine whether Eden I&R is meeting stated goals and objectives. The monthly reports submitted to the City of Dublin show the call activity for the month, the call activity year-to-date, outreach conducted, phone technology enhancements, and database updating activities. These reports are also made available online for the public to analyze~Eden I&R's 2-1-1 service. Statistics regarding client demographics, call volumes, and follow-up-assessments are gathered from Eden I&R's internal databases. Individual caller feedback regarding increased knowledge and obtainrnent of corrimunity resources are gathered from interviews by Resource Specialists. Examples of questions asked during follow-up calls inelude: • Did our referral(s) assist you in solving your problem?: •~ Have~you received enough information to%help you with your search? '~. ~ ~~ In addition to planned client satisfaction solicitation,,impromptu verbal.feedback of callers`and their advocates via the 2-1-1 Caller Feedback Line_are highly valued as to the quality and relevance of 2-1-1 ser~ices. When feedback indicates a result other than what is expected, that information is used to make appropriate changes to bring actual outcomes in line with those projected. Other methods of evaluation include weekly 2-1-1 phone line staff ineetings; evaluations compiled during community public presentations;:and feedback from 2-1-1 funders and partner agencies, many of whom offer a unique perspective on Eden I&R programs and target populations: - f. Specify numbers of clients served by agency, then by PROPOSED PROJECT/PROGRAM: ,~n. .,. ~.~ , ~, e ~ ~~, - ~ ,.~ ~A ` enc Partici ant~Information, ~ ..~.. ',a ~ ' ~~ 4 ..,, ..4. ~~..'..~.~,.~.', ~~~~: ' ~w ~~ ~ ~....~. Total Number of Participants Served by Agency (if applicable) 89,383 Total Number of Dublin.Residents Served by Agency (if a plicable) Not available* ~ ~ ,,;<. y ~ ~, Pro ect/Pro ram~P~artici ant I}nform,ation~~; ~,_ ~; ~~ ~ ~`° ~ ' ~__~ ~_ ~ ~,~~ ' ~ ,'` .~.~~'' __ _._, ~... - r ,~ ~ , <, Total Proposed Participants Served by this Proj'ect/Program 80,000 Total Number of Dublin Residents Served`by this Project 800 *Eden I&R is not required to compile geographic data on participants in many of the other programs; therefore, Dublin residents' data for the entire organization is unavailable. SECTION 2 Page 12 of 18 City of Dublin Fiscal Year 2010-2011 • Application for Funds 5. Financial Information - Operating Budget ,_ a. Expense Budget , Further Comments/Explanations (if necessary): NOTE: The above FY 2011 budget is tentative arid has not been approved by the.B'oard of Directors. SECTION 2 Page 13 of 18 City of Dublin Fiscal Year 2010-2011 Application for Funds Further Comments/Explanations (if necessary): Because it is so early in the funding process for FY 201 l, most of Eden I&R's funding will not be officially committed until later in FY 2010. ` SECTION 2 Page 14 of 18 b. Revenue Budget City of Dublin Fiscal Year 2010-2011 Application for Funds 6. General Agency Information , ^ Past grant applicants may check this box in lieu of completing rtem;k6 (a-d) if the program/organizational description on`file with the City is correct and current. a. List all years tliat Orgariization has;previously received.;City of Dublin funding (not Community Development Bl`ock Grant°= CDBG). ~ FY 2,~008, FY 2"009, & FY 2010 ~ ` ~ ` ' ~ ~ ~ ~ b. .°Describe the population(s)°~served by th`e O"r,"gamzation. ~ ~ , ; .~ , , ; . e : For 'oyer 33 ,years, Eden I&R has consistently; and creatively; responded to :tlie comrnunity's charigirig needs` through its' mission, of~ "liriking peopl'e and 'resources:" Currently, ,Eden ;I&R provides several programs that connect, at-risk ~populations, such, as rion=English speakers,. the economically disad'"vantaged, youth, people living with=HIV/AIDS;>domestic violence survivors, the elderly, ~disabled, and the homeless with critical; ;seiv'ices. . The ~ scope : of services is both countywide~and cify~vide and-in some cases multicounty. ~~ ~ Eden I&R',progi~ams have~i~ncluded: f~~ ~ ~ ~ ~ ~~ ~~ ~~ ~ : Turbo Tax - a phone ,;service that ~provided .state,wide information about free ;workshops for=;people:doing their own taxes. • Digital Tele~ision (DTV) Conve "rsion; -. a phone service where people called` for DTV conversion ~iriformation and'converter box coupons: : • YouthLink - a 24/7 referral phone line "providing health and well-being referral services for at=risk~~youth and.wards of the°court. ~~ ~~ .~ • OakTanci Tenants Assi~stance Prograni°~= `a' project that ~assisted,,soon-to-be displaced residenfs of aFhousing complex to seek housing and other services. `` • Ca1WORKS = a project that assisted Alameda Gounty residents retain'their benefits when qualified. ~ ~ ~ ~ ~ ~ ~ ~ • Maximizing Opportunities,for~Mothers to Succeed (MOMS) = a project in Santa Rita Jail which assisted inmate reunification witfi fheir children':` " ._. • Identity Theft - a project that assisted Alameda County residents whose Social Security information was compromised. For over 12 years, Eden I&R has also provided after-hours phone coverage for people in need of such critical Alameda County programs as Child and Adult Protective Services, The Public Guardian, and the Foster Care Placement Line. SECTION 2 Page 15 of 18 c. Describe all the services the Organization currently provides to Dublin residents. ^ An additional page may be added, if needed. As the only countywide comprehensive Information and Referral (I&R) provider in Alameda County, Eden I&R, Inc. is relied upon by human service providers, local government, and people in need throughout the County as: • A professional and compassionate partner in the delivery of human services. • The clearinghouse for accurate community information. • A key component of the disaster response network. - • A reliable source for data on service needs and delivery systems. • A culturally and linguistically diverse organization prepa"red' to serve Alameda County's individuals and families. The following briefly describes Eden I&R core services and products: Telephone Information and Referral Pro r~ • Alameda County 2-1-1: Resource Specialists assess callers' needs for health, housing and human services and provide referral to resources. • AH•IP - AIDS Housing and Information Projects: Specialized health, housing and human service referrals for persons with HIV/AIDS. Translation and Social Services:After-Hours Services ` • After-Hours Emergency Phone Service: Eden I&R provides this service for Alameda County's Child Protective :Services, Foster Care Placement Line, Public Guardian's Office, and Adult Protective:Services. • Cantonese Translation Services: Translation for Canfonese-speaking individuals who dial "0" in the Bay Area: ' Information Management Products and Services ~ The Big Blue Book: Directory of Human. Services for Alameda County: Print publication, with listings for over 2,400 health and human programs. • Online Resource- Directory: Free access to social services database with over 1,350 records - available at www.211 alamedacounty.org. • Housing Services: Eden ~I&R maintains~ tlie~ only comprehensive database of affordable rental housing in Alameda County. The database tracks over 70,000 housing units throughout Al'ameda County, including subsidized housing suited to those with special needs. Communitv Buildin~ • Disaster Recovery Services: Planning and post disaster information management and dissemination; coordination with the Office of Emergency Services; and phone information and referral services to the public. d. Has your agency ever previously received funds from the City of Dublin? If yes, please specify in what Fiscal Years and the amount received each year. FY 2008 -$10,000; FY 2009 -$10,000; FY 2010 -$10,000 SECTION 2 Page 16 of 18 Attachment A: List of Board of Directors L/ /Y /'\~l!1 ~ ~r,,~J} ~1n,!<A.. www. edenir. org • Eden Information & Referral • edenir@edenir. org Attachment B: Audit Report for FY 08-09 EDEN I & R, INC. JUNE 30, 2008 TABLE OF CONTENTS FINANCIAL SECTION Independent Auclitor's Report Statement of Financial Position Statement of Activities Statement of Functional Expenses Statement of Cash Flows Notes to the Financial Statements SUPPLEMENTAL INFORMATION Schedule of Government Contracts by Grantor 11 ` COMPLIANCE and INTERNAL CONTROL Independent Auditor's Report on Compliance and on Internal Control over Financial Reporting based on an Audit of Financial Statements Performed in Accordance with Gove~nmentAuditing Standards 12 Deborah Daly CPA tu'~l Rc~1~~bi~,wooU ~hJ~av r'IFC;sanior,. C:,? g~566 INDEPENDENT AUDITOR'S REPORT To the Board of Directors of Eden I & R, Inc.: ~,~ww.dalyr_pn.r.am {Jf; ic2 (9Z5) 42G-?99o I'".^.X l,~iZJ) 426-i196 We have audited the accompanying statement of financial position of Eden I& R, Inc. a nonprofit organization) as of June 30, 2008, and the related statements of activities, functional expenses, and cash flows for the year then ended. These financial statements are the responsibility of the Organization's management. Our responsibility is to express an opinion on these financial statements based on our audit. The prior year summarized comparative information has been derived from the Organization's 2007 financial statements and, in our report dated November 29, 2007 we expressed an unqualified opinion on those financial statements. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of Eden I& R, Inc. as of June 30, 2008, and the changes in its net assets and its cash flows for the year then ended in conformity with accounting principles generally accepted in the United States of America. In accordance with Government Auditing Standards, we have also issued our report dated October 27, 2008, on our consideration of Eden I& R, Inc's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the internal control over financial reporting or compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards and should be considered in assessing the results of our audit. Our audit was conducted for the purpose of forming an opinion on the basic financial statements taken as a whole. The schedule of government contracts by grantor on page eleven is presented for purposes of additional analysis and is not a required part of the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and, in our opinion, is fairly stated in all material respects in relation to the basic financial statements taken as whole. ,~ ~ ~ ~r~;? s~ ~.:;,~w ~.~_.. __. .. ,....,.,.~` Pleasanton, California October 28, 2008 Eden I & R, Inc. Statement of Financial Position For the Year Ended June 30, 2008 Temporarily Total Summarized Unrestricted Restricted 2~0~~ 2~~ ASSETS 798 $173 $173,798 $97,853 Cash Grants and contracts receivable - , 207,243 $67,000 274,243 215,569 = 839 2 2,839 2,440 Inventory , 094 18 18,094 12,920 Prepaid expenses . , TOTAL CURRENT ASSETS 401,974 67,000 468,974 328,782 Investments 193,558 195,800 389,358 229,057 Deposits 4,499 180 50 4,499 50,180 4,004 36,003 Property and equipment, net , TOTAL OTHER ASSETS 248,237 195,800 444,037 269,064 TOTAL ASSETS $650 212 $262,800 $913,012 $597,846 LIABILITIES Accounts payable $30,785 $30,785 $7,239 Accrued compensation 65,735 65,735 44,683 TOTAL LIABILITIES 96,520 96,520 51,922 NET ASSETS Unrestricted Board designated 225,000 225,000 225,000 Availabie for operations 328,692 328,692 97,319 Total Unrestricted 553,692 553,692 322,319 Temporarily restricted $262,800 262,800 223,605 TOTAL LIABILITIES & NET ASSETS $650 212 $262,800 $913,012 $597,846 The accompanying notes are an integral part of this financial statement. 2 Eden I & R, Inc. Statement of Activities For the Year Ended June 30, 2008 UNRESTRICTED NET ASSETS Support Grants United Way Ailocation Government contracts Contributions In-kind donations. Sales: Big Blue Book Cost of goods sofd Fee for services Investment income Net assets released from temporary restrictions Expiration of time & purpose restrictions Total revenue & other support Expenses Program services 2-1-1 Information management Telephone & after hours Housing & ro~ing Supporting services Management & general Fund-raising Temporarily Total Summarized Unrestricted Restricted 2008 2007 $35,000 $154,500 $189,500 $186,529 182,713 182,713 181,123 783,275 450,000 1,233,275 731,791 15,914 15,914 18,995 40,000 40,000 26,658 26,658 27,340 (12,865) (12,865) (14,034) 84,014 84,014 3,251 (4,697) (4,697) 24,428 671,370 (671,370) 1, 638,668 115, 843 1,754,511 1,159,423 839,024 839,024 232,717 57,260 57,260 96,116 201,818 201,818 262,448 302,923 302,923 316,268 45,630 45,630 58,948 20,287 20,287 26,188 1,466,943 1,466,943 994,685 INCREASE (DECREASE) IN NETASSETS 171,725 115,843 287,568 164,738 NET ASSETS AT BEGINNING OF YEAR As previously reported 322,319 223,605 545,924 381,186 Adjustment for overstatement of grants receivable (17,000) (17,000) Adjustment for understatement of spending released 76,648 (76,648) Balance at beginning of year as restated 381,967 146,957 528,924 381,186 NET ASSETS AT END OF YEAR $553,692 $262,800 $816,492 $545,924 The accompanying notes are an integral part of this financial statement. 3 Eden I & R, Inc. Statement of Functional Expenses For the Year Ended June 30, 2008 ~ Program Services Supporting Services Total Summarized Information Telephone & Housing Management Fund 2-1-1 Manaaement After Hours & Rovinq Total & General Raisinq Total 2008 2007 Salaries & wages $541,484 $42,462 $147,174 $196,465 $927,585 $31,575 $14,186 $45,760 $973,345 $692,248 Payroll taxes 41,184 3,248 11,258 14,535 70,224 2,250 1,011 3,262 73,486 52,264 Empioyee benefits 51,197 4,478 16,586 22,080 94,340 2,617 1,176 3,793 98,133 63;387 Subtotal Compensation 633,865 50,187 175,018 233,079 1,092,150 36,442 16,373 52,815 1,144,964 807,899 Conferences & training 269 6 17 55 347 211 95 306 652 531 Direct assistance 5,094 5,094 5,094 5,009 Dues, fees, & other charges 4,830 80 336 718 5,964 512 222 734 6,699 3,668 Equipment lease & purchase 9,734 142 538 543 10,956 316 142 458 11,414 5,559 Insurance 4,422 336 1,168 1,639 7,565 120 54 174 7,739 7,985 Maintenance & repair 2,980 120 569 931 4,600 52 23 76 4,676 2,233 Miscellaneous 97 Marketing & outreach 62,337 1,000 2,958 66,295 66,295 2,951 Outside services 14,794 658 3,623 24,557 43,633 588 264 853 44,485 18,020 Postage 1,800 55 172 747 2,774 406 182 588 3,362 2,965 Printing 4,154 79 2,664 6,896 801 360 1,160 8,057 4,842 Rent 32,812 2,513 6,831 16,029 58,186 1,236 555 1,791 59,977 57,088 Staff expenses 3,390 4 86 281 3,760 1,448 651 2,099 5,859 1,594 Supplies 14,826 676 1,312 3,603 20,417 277 124 401 20,818 8,515 Telephone 24,770 1,392 7,084 6,645 39,891 479 215 694 40,585 34,180 Travel & mileage 4,724 21 89 2,378 7,212 9 4 13 7,226 5,187 Utilities 6,408 509 1,924 3,135 11,975 ~ 232 104 336 12,311 11,520 Total before depreciation 831,210 56,700 199,844 299,961 1,387,715 43,130 19,369 62,499 1,450,214 979,845 Depreciation 7,814 560 1,974 2,962 13,310 2,500 918 3,419 16,729 14,841 Total Expenses $839,024 $57,260 $201,818 $302,923 $1,401,025 $45,630 $20,287 $65,917 $1,466,943 $994,685 The accompanying notes are an integral part of this financial statement. 4 Eden I & R, Inc. Statement of Cash Flows For the Year Ended June 30, 2008 Total Summarized 2008 2007 CASH FLOWS FROM OPERATING ACTIVITIES Increase (decrease) in net assets $287,568 $164,738 Adjustments to reconcile increase in net assets to net cash provided by operating activities: Depreciation 16,729 14,841 Overstatement of prior year receivables (17,000) Dividends & interest re-invested (10,481) Changes in value of investments 15,180 (7,531) (Increase) decrease in operating assets Grants and contracts receivable (58,674) (109,026) Inventory (399) 1,061 Prepaids expenses (5,174) (396) Deposits (495) 911 Increase (decrease) in operating liabilities Accounts payable 23,546 (10,614) Accrued compensation 21,052 9,154 NET GASH PROVIDED (USED) BY OPERATING ACTIVITIES 271,852 63,138 CASH FLOWS FROM INVESTING ACTIVITIES Proceeds from sale of investments 49,720 Purchases of investments (165,000) Purchases of property and equipment (30,906) (20,355) NET CASH PROVIDED (USED) BY INVESTING ACTIVITIES (195,906) 29,365 NET INCREASE (DECREASE) IN CASH & CASH EQUIVALENTS 75,946 92,503 BEGINNING CASH AND CASH EQUIVALENTS 97,853 5,350 ENDING CASH AND CASH EQUIVALENTS $173,798 $97,853 Supplemental disclosure: Interest paid $0 $19 The notes are an integral part of this financial statement. 5 EDEN I & R, INC. NOTES TO FINANCIAL STATEMENTS JUNE 30, 2008 NOTE A- NATURE OF ACTIVITIES AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES NATURE OF ACTIVITIES Eden I& R, Inc. is a California not-for-profit health & welfare organization located in Hayward, California. Eden I & R was incorporated in January 1976 in response to a community need for a service that would assist people in obtaining information about, as well as gaining access to, community resources. Program Services Eden I&R provides a variety of programs linking low-income people with community resources, as follows: Telephone and After Hours Direct phone-based programs include: CHAIN (Community Housing and Information Network) which links callers to Eden I&R's social service and housing databases; CLAB (Cantonese Language Assistant Bureau) provides 24 hour translation service to assist AT&T operators in the San Francisco Bay Area when Cantonese speaking individuals dial "0". YouthLink for at-risk youth, their parents, and other youth advocates. The Organization also provides after-hour phone services for Alameda County's Child Protective Services, Foster Care Placement Line, information for Alameda County's Earned Income Tax Credit program, Adult Protective Services, and the Public Guardian's office. 2-1-1 The CPUC designated Eden I&R as the provider of 2-1-1 for Alameda County. This 3-digit telephone number, set aside by the FCC, provides 24/7, multilingual access to health, housing and human services information for all Alameda county residents and employees. Housinq and Rovinq Housing and Roving Resource Programs take Eden's databases on laptop computers to off-site locations including: assisting homeless clients at shelters; assisting persons living with HIV/AIDS at service organizations throughout Alameda County. Information Manaaement Eden I& R produces Alameda County's only countywide social resources directory, The Big Blue Book: The Directory of Human Services for A/ameda County. The agency is also a founding member of CARD (Collaborating Agencies Responding to Disasters). The Organization maintains a social service and housing database for Alameda County and surrounding areas. SIGNIFICANT ACCOUNT~NG POLICIES Basis of Accounting Eden I& R, Inc. prepares its financial statements on the accrual basis of accounting, in accordance with Accounting Standards for Not-for-profit Organizations. Financial Statement Presentation Eden I& R, Inc. reports information regarding its financial position and activities according to three classes of net assets: unrestricted, temporarily restricted, and permanently restricted net assets. In addition, the Organization is required to present a statement of cash flows. Unrestricted net assets include those assets over which the Board of Directors has discretionary control in carrying out the operations of the Organization. The Organization has elected to report as an increase in unrestricted net assets any restricted revenue received in the current period for which the restrictions have been met in the current period. Temporary restricted net assets include those assets, which are subject to a donor restriction and for which the applicable restriction was not met at the end of the current reporting period. Permanently restricted net assets include those assets, which are subject to a non- expiring donor restriction, such as an endowment. The Organization currently does not have any permanently restricted net assets. 6 EDEN I & R, INC. NOTES TO FINANCIAL STATEMENTS JUNE 30, 2008 Cash and Cash Equivalents For purposes of the statement of cash flows the Organization considers cash and cash equivalents to include all cash accounts held in banks and other financial institutions with an initial maturity of three months or less. Accounts and Grants Receivable Grants and awards receivable represent amounts due on various contracts and foundations that are due within one year $274,243. ~ Allowance for poubtFul Accounts The Organization does not maintain an allowance on grants and accounts receivable, as reimbursements from funding sources for costs incurred on the various programs are likely to be received. Balances still outstanding after management has used reasonable.collection efforts are written off directly to bad debts expense. Inventory ~ Inventory consists of a human services directory and is stated at lower of cost or market. Investments The Organization carries investments in marketable securities with readily determinable fair values in the Statement of Financial Position. Unrealized gains and losses are included in the change in net assets in the Statement of Activities. Investment income restricted by donors is reported as an increase in unrestricted net assets if the restrictions are met in the reporting period in which the gains are recognized. Property and Equipment Donations of property and equipment are recorded as support at their estimated fair value when received. Such donations are reported as unrestricted unless the donor restricts the asset to a specific purpose. Property and equipment purchased is recorded at cost. The Organization uses the straight-line method for calculating depreciation over the assets estimated useful life, generally five years. The threshold for capita~ization is $1,000. Contributions Eden I& R, Inc. accounts for contributions received and contributions made in accordance with Accounting Standards for Not-for-profit Organizations. Contributions received are recorded as unrestricted, temporarily restricted, or permanently restricted depending on the existence or nature of donor restrictions. Restricted contributions are reported as an increase in temporarily or permanently restricted net assets. When the restriction is met as a reclassification of restricted net assets to unrestricted net assets is made. Contributions In-kind Contributions in-kind are recognized as follows: Donated goods are recorded at estimated fair market value at the date of donation. Contributed services, which require a specialized skill and which the Organization would have paid for if not donated, are recorded at estimated fair market value at the time the services are rendered. Donated services that do not require specific expertise but which are nonetheless central to the Organization's operations are disclosed in the footnotes to the financial statements. Revenue Recognition Government contracts and program fees are recognized as revenue in the period in which the service is provided. Grants and donations are recognized as revenue in the period in which the grant or donation is awarded in writing. Restricted grants and donations are recorded as an increase in temporary restricted revenue and reclassified to unrestricted as expenditures are incurred, effectively satisfying the donor restrictions. The Organization's programs are supported primarily by grants and awards from local governments, corporations, and foundations. EDEN I & R, INC. NOTES TO FINANCIAL STATEMENTS JUNE 30, 2008 Income Taxes Eden I& R, Inc. is exempt from Federal and State Income Taxes under Section 501(c)3 of the Internal Revenue Code and similar state provisions. Accordingly, Income Taxes are not provided for in the financial statements. The Organization is not classified as a private foundation. ~ Indirect Cost Allocations Shared expenses (such as occupancy, telephone, supplies) are allocated to program and supporting services based on full time equivalent employees working in each program and based on square footage allocations as management estimates the benefit received by each activity from such expenses. Estimates • The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect certain reported amounts and disclosures. Accordingly, actual results could differ from those estimates. Marketing & outreach The Organization expenses marketing and outreach costs as they are incurred. Marketing and outreach costs for the year ended June 30, 2008 are $66,295. Comparative Financial Information The financial statements include certain prior year summarized comparative information in total but not by net asset class. Such information does not include sufficient detail to constitute a presentation in conformity with Generally Accepted Accounting Principles. Accordingly, such information should be read in conjunction with the Organization's financial statements for the year ended June 30, 2007, from which the summarized information was obtained. In addition, certain prior year information has been reclassified to conform to the current year presentation. NOTE B - INVENTORY Inventory consists of a directory of human services available in Alameda County. Inventory is recorded at cost using the weighted average~method. Inventory at June 30, 2008 consists of 105 books valued at $2,839. NOTE C - INVESTMENTS At June 30, 2008 investments are stated at fair market value, as reported by the investment brokerage company: Money Market Funds $234,169 Certificates of Deposits $49,624 Common Stocks $105,429 Government Securities $136 Total $389,358 For the year ended June 30, 2008 investment income is reported net of related expenses, as follows: Interest & Dividends $10,481 Unrealized Gains/Losses ($1,653) Realized Gains/Losses ($13,527) Total ($4,699) EDEN I & R, INC. NOTES TO FINANCIAL STATEMENTS JUNE 30, 2008 NOTE D- PROPERTY AND EQUIPMENT The Organization purchased certain equipment using government funds through various contract arrangements. According to the provisions of these contracts, title of such equipment may revert to the contractor. Cost and accumulated depreciation of this equipment are included in the accompanying financial statements and consist of the following at June 30, 2008: Equipment, Federal $41,721 Equipment; Non-Federal 214,199 Total Equipment 255,920 Accumulated Depreciation (205,740) Equipment, net book value $50,180 NOTE E - CONTINGENT LIABILITIES Conditions contained within the various contracts awarded to the Organization are subject to the funding agencies' criteria under which expenditures may be claimed and are subject to audit under such criteria. Occasionally, such audits may determine that certain costs incurred against the grants may not comply with the established criteria that govern them. . In such cases, the Organization could be held responsible for repayments to the funding agency for the costs or be subject to reductions of future funding. Management does not anticipate any material questioned costs for the contracts and grants administered during the period. NOTE F - OPERATING LEASES The Organization leases its offices in Hayward, California under a non-cancelable operating lease expiring in September 2009. Rental payments are subject to annual increases in accordance with the Consumer Price Index. Future minimum rental payments are $61,923 for the year ended June 30, 2009, and $15,594 for the year ended June 30, 2010. In addition, the Organization leases a photocopier under an operating lease expiring in October 2012. Future minimum photocopier payments are $2,148 for the years ended June 30, 2009 and June 30, 2010, and $716 for the year ended June 30, 2012. NOTE G- BANK LINE OF CREDIT The Organization has a$100,000 line of credit with a local bank that matures Oct 15, 2008. Advances bear interest at 7.25% and are secured by assets of the entity. At June 30, 2008 the outstanding balance was zero. NOTE H - CONCENTRATIONS The Organization maintains a majority of their cash in bank deposit accounts that, at times, may exceed federally insured limits of $100,000. The organization has not experienced any losses in such accounts. Management believes the organization is not exposed to any significant credit risk related to cash. At June 30, 2008, the Organization's uninsured cash balance is $409,802. For the year ended June 30, 2008 approximately 47°/a of the Organization's contracts were from Alameda County. The ability of certain of the Organization's grants, awards, and program fees to continue to provide amounts comparable with prior years may be dependent upon current and future econamic conditions and budget constraints. While the Board of Directors believes the Organization has the resources to continue current and future programs, its ability to do so, and the extent to which it does continue, may be dependent on the above factors. EDEN I & R, INC. NOTES TO FINANCIAL STATEMENTS JUNE 30, 2008 NOTE i- BOARD DESIGNATED NET ASSETS The board of directors has designated the Organization's unrestricted net assets for a general operating reserve, $225,000. ~ NOTE J- TEMPORARILY RESTRICTED NET ASSETS During the year ended June 30, 2008, the Organization's temporary restricted net asset activity consist of the following: Prior period Beginning Purpose Beqinninq Adiustment Restated Additions Released Endinq 211 Support $161,177 ($76,648) $84,529 $725,000 ($623,550) $185,979 Capitallmprovement 20,428 20,428 (4,629) 15,799 EITC 8,000 8,000 32,713 (25,713) 15,000 Information Database 34,000 34,000 (17,000) 17,000 Roving 9,500 (478) 9,022 Time Restricted 20,000 20,000 Total $223,605 ($76,648) $146,957 $787,213 ($671,370) $262,800 NOTE K- PRIOR PERIOD ADJUSTMENT During the year ended June 30, 2008, management became aware of two prior period adjustments that were necessary to restate in order to present current financial information accurately. Prior year grants receivable was overstated by $17,000 and prior year spending on 211 activities was understated by $76,648. Accordingly, the Organization has elected to reclassify these transactions. The net effect of these adjustments is a decrease grants receivable of $17,000, a decrease in temporary restricted net assets of $76,648, and a corresponding increase in unrestricted net assets of $59,648. NOTE L - IN-KIND DONATIONS The Organization received and recognized in the financial statements, the following in-kind donations: Bill Board advertising for 211 valued at $40,000. 10 REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDIT/NG ST,4NDARDS To the Board of Directors of Eden I& R, Inc.: We have audited the financial statements of Eden I& R, Inc. (a nonprofit organization) as of and for the year ended June 30, 2008, and have issued our report thereon dated October 28, 2008. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained In Government Auditing Standards, issued by the Comptroller General of the United States. Internal Control Over Financial Reportinq In planning and performing our audit, we considered Eden I& R, Inc.'s internal control over financial reporting as a basis for designing our auditing procedures for the purpose of expressing our opinion on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of Eden I& R, Inc.'s internal control over financial reporting. Accordingly, we do not express an opinion on the effectiveness of the Organization's internal control over financial reporting. A controi deficiency exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent or detect misstatements on a timely basis. A significant deficiency is a control deficiency, or combination of control deficiencies, that adversely affects the organization's ability to initiate, authorize, record, process, or report financial data reliably in accordance with generally accepted accounting principles, such that there is more than a remote likelihood that a misstatement of the organization's financial statements that is more than inconsequential will not be prevented or detected by the organization's internal control. A material weakness is a significant deficiency, or combination of significant deficiencies, that results in more than a remote likelihood that a material misstatement of the financial statements will not be prevented or detected by the organization's internal control. Our consideration of the internal control over financial reporting was for the limited purpose described in the first paragraph of this section and would not necessarily identify all deficiencies in the internal control that might be significant deficiencies or material weaknesses. We did not identify any deficiencies in internal control over financial reporting that we consider to be material weaknesses, as defined above. Comqliance and Other Matters As part of obtaining reasonable assurance about whether Eden I& R, Inc.'s financial statements are free of material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. This report is intended solely for the information and use of the audit committee, management, Board of Directors, and federal awarding agencies and pass-through entities and is not intended to be and should not be used by anyone other than these specified parties. ~ ~ ~ ,;m~. ~:;..., ~ ~ ~-~,~.~.~~. ..._.~..~' Pleasanton, California October 28, 2008 , 12 Eden I & R, Inc. Schedule of Government Contracts by Grantor For the Year Ended June 30, 2008 (Supplementai Information) Grantor, ProQram ERU Alameda County Area Agency on Aging Alameda County Probation Department Oakland Start Up Technical, CDBG City of Oakland CDBG City of Hayward CDBG Alameda Point Collaberative Alameda County Community Development Agency Associated Community Action Program Associated Community Action Program Oakland Tenants Assistance Program City of Hayward Social Services Alameda County Area Agency on Aging Alameda County Social Services Agency Alameda County Chain Alameda County 211 Alameda County 211 Bill Board Alameda County 211 CDBG Alameda County 211, All Cities Total Government Contracts Award Revenue Grant Period/Award Date Contract # Amount Reqorted 7/1/07 - 6/30/08 SOCSA 6807 $97,242 $97,242 7/1/07 - 6/30l08 SOCSA 6632 12,000 12,000 7/1/07 - 6/30/08 PE-0807 10,300 10,300 7/1/07 - 6/30/08 G215910 50,000 26,213 7/1/07 - 6/30/08 G215910 80,000 80,000 7/1/07 - 6/30/08 n/a 35,000 34,706 7/1/07 - 6/30/08 n/a - 40,160 40,160 3/1/07 - 2/29/08 1078 75,000 76,635 1/1/07 - 12/31/07 n/a 17,485 9,332 1/1108 - 12/31J08 n/a 20,000 10,000 6/17/08 - 3/31/09 n/a 3,785. 3,785 7/1/07 - 6/30/08 n/a 35,000 35,000 7/1 /07 - 6/30/08 C-743 20,000 20,000 7/1/07 - 6/30/OS n/a 28,500 28,500 7/1/07 - 6/30/OB SOCSA 6966 9,402 9,402 1/1/08 - 6/30/08 SOCSA 7093 255,000 255,000 n/a expensed item 20,000 ~ 20,000 7/1/07 - 6/30/09 project 464 90,000 45,000 7/1/07 - 6l30/08 n/a 420,000 420,000 $1,318,874 $1,233,275 11 Attachment C: Board Resolution Letter E'd~e~ I&R ~ In~c~., "linking people and res ~ rces" i,~~~,k,,,, `„< ~e 570 B Street • Hayward, CA 94541 • 510-537-2710 • FAX 510-537-0986 °•..o• December 10, 2009 City of Dublin, City Manager's Office 100 Civic Plaza Dublin, CA 94568 Dear City of Dublin: On behalf of Eden I&R's Board of Directars, I attest that the Board Members approved Eden I&R's application to the City of Dublin for 2-1-1 funding for Fiscal Year 2010-2011. Should you need any additional information, please do not hesitate to call Barbara Bernstein, Eden I&R's Executive Director at 510-537-2710, ext. 8. Sincerely, ~ Chris Low President Board of Directors www. edenir. org • Eden Information & Referral • edeni~°@edenir. org Attachment D: Application Verification City of Dublin Fiscal Year 2010-2011 Application for Funds SECTION 2 Page 20 of 20 Attachment E: Organization Liability & Worker's Cc~nrpensation Certificate of Insurance ACORD CERTIFICATE OF LIABILITY INSURANCE DATE ,M 07/O1/2009 PRODUCER THIS CERTIFICATE IS ISSUED~ AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE CAN Insurance Services HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR PO Box 640 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. 1500 41st Avenue INSURERS AFFORDING COVERAGE Ca itola CA 95010- INSURED INSURERA:OdIS River Insurance Company Eden Information & Referral INSURERB: 5~~ B Street INSURERC: INSURER D: Ha ard CA 94541- INSURERE: rnvconr_~c THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT W~TH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE DATE MM/DDIYY POLICY EXPIRATION DATE MMIDDIVY LIMITS GENERAI LIABILITY ~ ~ ~ ~ EACH OCCURRENCE $ COMMERCIAL GENERAL LIABILITY FIRE DAMAGE (Any one fire) $ CLAIMS MADE ~ OCCUR ~ ~ ~ ~ MED EXP (Any one person) $ PERSONAL 8 ADV INJURY $ ~ ~ ~ ~ GENERALAGGREGATE S GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMPlOP AGG $ POLICY JE ~ LOC I ~ I I AU TOMOBILE LIABILITY ~ ~ ~ ~ COMBINED SINGLE LIMIT ANY AUTO (Ea accident) $ ALL OWNED AUTOS ~ ~ ~ ~ BODILY INJURY SCHEDULED AUTOS (Per persan) $ HIRED AUTOS ~ ~ / / BODILY INJURY NON-OWNEDAUTOS . (Peraccident) $ / / / / PROPERTY DAMAGE (Peraccident) $ GARAGE LIABILITY . AUTO ONLY - EA ACCIDENT $ ANY AUTO I ~ ~ ~ OTHER THAN EA ACC $ AUTOONLY: qGG $ EXCESS LIABIL.ITY ~ ~ ~ ~ EACH OCCURRENCE 3 OCCUR ~ CLAIMS MADE AGGREGATE $ $ DEDUCTIBLE ~ I I ~ $ RETENTION $ $ ~ A WORKERSCOMPENSATIONAND EMPLOYERS' LIABILITY 0100021141-091 07~01~2009 O7~OS~ZOSO X TORYLIMITS ~ER E.L.EACHACCIDENT $ 1, 000, 000 ~ ~ ~ ~ E.L.DISEASE•EAEMPLOYEE $ 1,000~000 E.L.DISEASE-POLICYLIMIT $ 1,000,000 OTHER ~ ~ ~ ~ DESCRIPTION OF OPERATIONSILOCATIONSNEHICLESIEXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS GtK I IhIGA 1 t MULDER ADDITIONAL INSURED; INSURER LETfER: _ GANGELLATION - SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 3 O DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT C 1 tY O f Dubl in FAILURE TO DO SO SHALL IMPOSE NO OBIIGATION OR LIABILITY OF ANY KIND UPON TME C.'lt}r Manager'S Off1Ce INSURER,ITSAGENTSORREPRESENTATIVES. Z.OO C1ViC Plaza AUTHORIZEDREPRESENTATIVE -~„--~ ~-----""''~ ° -°° .. ,,~;~N.-.,;a•-._. _,~__~,.r.."-",..~-.-.~~-. __- Dublin CA 94568- ACORD 25-S (7/97) O ACORD CORPORATION 1988 ~rM INS02$$ (9910).01 ELECTRONIC LASER FORMS, INC. -(800)327-0545 ~ Page 1 of 2 IMPORTANT If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). DISCLAIMER The Certificate of Insurance on the reverse side of this form does not constitute a contract between the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon. AGUKU ZS-S (7/97) ~rM INS025S ~ss~o~.oi Page 2 of 2 Attachment F: Total Organization and Program Operating Budget EDEN I&R, INC. Annual Budget Fiscal Year 2010-2011 2-1-1 Agency Program Income Government 977,352 665,252 Foundation/Corporations , 570,000 510,000 Fee for Service 142,604 Products and Services 47,655 Individual Contributions 12,226 10,000 Total Income 1,749,837 1,185,252 Expenses Personnel Salary 1,180,263 814,653 Taxes and Benefits 319,793 220,730 Total Personnel 1,500.056 1,035.383 Operating Expense Rent, Occupancy and Telecommunication 124,365 86,403 Equipment and consumable supplies 27,023 16,214 Professional fees and consultants 23,333 14,000 Directory Related Expenses 19,640 Insurance 8,893 5,336 Advocacy & Outreach 11,831 7,098 Mileage 9,718 5,831 Printing & Duplicating 8,378 5,027 Other operating expenses 16,601 9,961 Total Operating Expense 249,781 149,869 Total Expenses 1,749,837 1,185,252 Attachment G: IRS Determination Letter ~`.' ~:fii~ , ., ~~ .,., ~ ,... ~. .~_r;~ , _ ~ ~.l ."W : ~ . , s ''.j ~ ~ ~'~' h_ i~i~ i i i ~'z 3 3~~l~'..i c-7n , r~r , c ~ ~,, i H;=, Y;~'i;~ ~ ~ ~.., , w};,;~, ; 1 .,~,c.,+~~:± D~ar Sir or Pw1;:~f~;a~; ~~rs~~ T'~'r+.+ F x~~ t> pro •, ~., ! . ~/. :/'J~A IrvfJf~~ ~i.,, . }''! L.. ,.. i f '. s~'el~, t1 ~'~ *4;J.G~~ij~ ~ t"":(S.''.~ l~! r.~r(i"~i.S. Pvl~;. C'~:~ic.r? ~.''1-i:,'ui~-;- ~. ~;4i ^~r,•ir~~ J~~il~t. `J~;~"~! j ~Il:;i ~"~'_! Frpe T~lerhr~r~e ii1~.=rn~e~: ~,','-:.~~-~5~(~~ ~ederal ir3entificatic~r; N~.:~m~~<: ~+-~-~?,~~cil~~~ Thi~ iS in r~i;pc~ns~ fp ',~c~ur r,~ ,+~~~t c~r C?ct~l~~r 7 i,"?~,~iic~, r~=gar,_~in~ y;~ur ;~r,~~~ni?~ti~n'S t~x- t'x~'f)t~t Str~tt,~~;. ln Ilfl~~a 1~?~ ;~~v issue~i a c~~t~;; rrin~tic~n I~;;!i~r ih~t r~:~~;,~r;~~~~i yr~ur or~:~riiz~ti~n as ~x~iT~~;} fr~m f~~~rr-i1 ir~~;~rr~~ t~i,~. Ci~~r r~c~rd~ ind~c~~~ th~t ~°+~~ur ~r~;~3r7i: ~tien is ~;urr~nti~ ~;~~rnpt ~~nci~r s~r.;tic~r7 Si~1t~.){;:~=j ~f th~; lntem~31 F;Gl:fti~~~;ry ~.,~,c{4,. t~7t.~r r~~~r~is indic.~t~ th;at your or;~~ni~~Ii~n is ~Is~~ cl~s5;fi~~l ~s ~~ut~lic ~hG3rity ! ir~i~:r s~cti~ans S~JJ{L=~;~~1 ~ anc~ 17c~~;13;~1)s~~~~~~i~ ~~tt~~ Ir~t~rr~~i'R:~~.~~nuc ~t~d~. C)ur r~c~r~ls ir~dic~te tt~i~t c~ntrit;utian~ t~ Yo~.,r ~r~~n:zatinr~ ~ar~ G~ciu~tit~1~ und;~r ;,~:<tic~n 1~~~ c~f th~ Cc~c~~:, ~r~~ th~t y~au ~~e ~u~i-i~i~d t~~ r;~c~iti~ tL~x ~~t:~ur,iik~i~ 1~~~~,ua~t;~, cfe~ri~es, tr~~~,f~cs,car c~ifts ur~ci~r s~~~ti~,r~ ~fl~~, 210~.~ ur ~aL2 ::f [h~ lr~t~rn~i R~;~.~~r~u~ C~ci~;. if~ y~i~, h~a,.~ ~~=y ~u~~~ki~.~ns. ~;I~~s~ ~,a1) us dt ~th~ k~l~ti~on? nun~~~er ~ho~.vr~ ir~ fti~ t~~e~~ir~ ofi t~hi5 I:~tt~er~: '~Ifl~,~cr~I~~ ~~ f, x.~C :, ~• ,~Lu~Ca.:~~ ~,I - J~~in~3 K. ~ku(~~,~~, Dir~rtor. TEiUE l,:l.~;;turi)k;t ;~~~~is!~~I~t SVr'.%ic~~J ~~ ~d~en~ I~ ~ ~~ _~ ~~_ I~n~c:.~ ~~ ~ "linking people and resources " • :~~~~~,,„• ~e 570 B Street • Hayward, CA 94541 • 510-537-2710 • FAX 510-537-0986 ~ December 15, 2009 Amy Cunningham Budget Manager City of Dublin, City Manager's Office 100 Civic Plaza Dublin, CA 94568 12-15-09A09:30 RCVD Dear Ms. Cunningham: Enclosed are two copies of Eden I&R's FY10-11 Grant Application and one copy of the following attachments: Attachment A: List of Board of Directors Attachment B: Audit Report for FY 08-09 Attachment C: Board Resolution Letter Attachment D: Application Verification Attachment E: Organization's Liability and Worker's Compensation Certificate of Insurance Attachment F: Total Organization and Program Operating Budget Attachment G: IRS Determination Letter If you have any questions or need any other information, please call me at 510-537-2710, ext. 8 or email me at bbernstein(c~edenir.org. Thank you for your assistance in processing this information. Sincerely, ~-- - ~ ~Barbara Bernstein Executive Director www. edenir. org • Eden Information & Referral • edenir@edenir. org