HomeMy WebLinkAboutItem 8.1 Budget Study Attch 7 h
Community Resources For Independent Living (CRIL) Funding Request Review Checklist
1. Is the application complete?* (Y/N).................................................
If no, which sections are incomplete?............................................
2. Did the applicant organization complete a mandatory
presentation at City Council Public Hearing?* (Y/N)..................
3. Date notification letter of Council Approval of funding &
mandatory financial reporting packet sent...............................
4. Date summary report is submitted to City*...............................
(Report must submit to City by the end of August 2008. Failure to submit a report will result ineligibility for future funding)
A. Application
1. Date application received*... . . . .. . . . . . . . . . . . . . . . . . .. .. . . . . . . . . . . . . . . . . . . . . . . .
(Completed applications are due by 5:00 p.m. on February 5, 2007)
2. Two copies of the completed application form are submitted.......
B. Organization Information
1. Name of the organization........................................... ...... .... I
2. Is the applicant a nonprofit organization?...................................... I
3. Does the organization has a 501(c)3 State of California ID#?....... I
4. Does the organization have a current City Business License?..... I
C. Funding Request
1. Funding amount requested... ... ... ... ... ... ....... ... ... ... ... ... ... .., .....
2. Funding Source (i.e. General Fund, CDBG Fund).....................
D. Project Information
1. Proposed project name.......................................................
2. Project start date......... ............... ......... ...... ...... ............... ...
3. Project complete date...... .,. ..................... ...... ............ ...... ...
4. Total # of organization clients... ... ... ... '" ...... ... ... ... ... ... ... ... .....
5. # of Dublin businesses / residents will serve...... ... ...... .............
E. Attachments
1. Name and home address of governing board of the organization..
2. List of ,current board officers of the organization......... ... .......,'....
3. Current total organization operating budget, including revenue....
4. Most recent audit or tax return is submitted......... ......... ...... ......
5. Document providing evidence of board/organization approval of
application and date of approval...........................................
6. Organization's certificate of insurance showing coverage of
liability and worker's compensation.......................................
7. Signed affidavit form from each collaborating agency identified
for the proposed project (if applicable)... ................................
8. Application verification declaration signature page... ... ... ... ... .....
PART
REQUIREMENTS.
1/29/2007
Yes
Community Resources for Independent Living
Yes
94-2598873
Yes, Lic #009274
$15,413
CDBG
Independent Living Services For Persons WI
Disabilities & Seniors WI Functional Limitations
7/1/2007
6/30/2008
360
95
Yes
Yes
Yes
Yes
Yes, 01/25/07
Yes
Yes
Yes
Yes
X
No
II
II
H:\Budget\COMMGRPS\CRIL Funding Request Checklist.xls
Attachment h
Date Printed: 2/23/2007 2:04 PM
'1 /
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CITY OF DUBLINg~lvED
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CITY tv'IANAGER'S OfHCE
COMMUNITY GROUP/ORGANIZATIONAL
FUNDING REQUEST
ApPLICATION PACKET
Fiscal Year 2007-2008
REC'E.1VED
JAN 2U Z007
DUBLiN PLANNlNG
Section 2:
Application for
Community Group/Organizational Funding
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CITY OF DUBLIN
Fiscal Year 2007-2008
COMMUNITY GROUP/ORGANIZATION
ApPLICATION FOR FUNDS
COVER PAGE
AGENCY NAME: COMMUNITY RESOURCES FOR
INDEPENDENT LIVING (CRIL)
PROPOSED PROJECT/PROGRAM NAME:
INDEPENDENT LIVING SERVICES FOR PERSONS WITH
DISABILITIES AND SENIORS WITH FUNCTIONAL
LIMITATIONS
FUNDING AMOUNT REQUESTED: $15,413.00
2
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I
CITY OF DUBLIN
Fiscal Year 2007-2008
ApPLICATION FOR FUNDS
1. Please select one expense category: 0 Capital X Operating
2. Applicant Information:
Organization! Agency Name: Community Resources for Independent Living (CRIL)
Mailing Address 439 'A' Street, Hayward, CA 94541
Street Address (Tri-Valley Branch Office): 3311 Pacific Avenue
City Livermore
State CA
Zip 94550
Sheri Burns
Executive Director/Chairperson
Chris Finn
Board President (if applicable)
(510) 881-5743
Work Phone
(510) 667-0209
Work Phone
sheri. burns@cril-online.org
Email
chris.finn@cril-online.org
Email
Please list the Primary Project Contact Person who would be able to answer questions about this application and
project/program during the funding period.
John Quinn Program Director
Contact Person for Project/Program Job Title
(510) 881-5743 iohn.quinn@cril-online.org (510) 881-1593
Work Phone Email Fax
Nonprofit Identification No. (required) 94-2598873
City of Dublin Business License No. (required) 009274
3
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City of Dublin
Fiscal Year 2007-2008
Application for Funds
3. Proposed Project/Program Information (Do not describe Organization.)
Amount of Funds Requested $ 15.413.00
(Maximum $25,000 per project.)
Proposed Project/Program Name Independent Livine: Skills Services for Persons with
Disabilities and Seniors with Functional Limitations
Proposed Project/Program Date(s): Start 07 / ~ / -.-f)l and End 06/ 30 /08
mo. day yr. mo. day yr.
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 needed.
.
Last year, Dorothy, a Dublin resident, arrived at CRIL's Tri-Valley branch office accompanied by her 13
year old daughter, Margaret, and a good friend, Lena. Dorothy is deaf. She never worked outside the
home and had little social interaction. She worked as housekeeper for her father and then her brother.
Dorothy had many areas of need, including basic sustenance for her family, community mobility and
housing. CRIL's Tri-Valley Coordinator worked with Dorothy and her daughter to obtain WHEELS
paratransit services, supplemental food and housing applications. Things are now looking much more
hopeful for Dorothy. On January 24,2007, Dorothy and Margaret moved into their new apartment.
Dorothy is one of nearly 3,000 Dublin residents with a disability, 18% who are extremely low income
(Census, 2000; Hanson, 2004). CRIL's Independent Living (IL) Services provided the necessary support,
training and advocacy Dorothy needed last year to maintain or improve her self-sufficiency, and,
secondarily increasing her self-esteem and emotional well-being. The City of Dublin, CDBG program,
provided 15% of the financial support necessary for CRIL to provide these services in the Tri-Valley Area in
order to accomplish its mission of providing resources and advocacy for people with disabilities to improve
the quality of life and make communities fully accessible.
(continued on next paqe 4 A)
4
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3.a. Description of Independent Livina Proaram for Persons with Disabilities (continued)
During fiscal year 2007-08, CRIL proposes to provide the following services to seniors with functional
limitations and residents with disabilities of all ages, thereby increasing their ability to more
independently and fully participate in their families, work and community.
. Directly serve 20 residents with disabilities in meeting their independent living goals (a 42%
increase over last fiscal year).
o Individual Services include: housing referral and placement assistance, personal
assistance services referral and matching assistance; benefits counseling; peer
counseling; basic living skills training in such areas as money management and health
management; individual advocacy training; and assistive technology referral and
procurement assistance.
o Group Services include: weekly peer support group; bi-weekly community
organizing/advocacy group; basic living skills workshops in personal safety & disaster
preparedness and planning.
. Indirectly serve 50 seniors with functional limitations and residents with disabilities of all
ages through information & referral, social services resource education, and disability rights
materials (a 22% increase over last fiscal year).
. Information, Education and Materials Dissemination to 25 for- and non-profit businesses,
faith-based organizations andlor medical providers on the American with Disabilities Act
(ADA), other disability laws, disability sensitivity awareness, accessibility compliance, etc. (a
25% increase over last fiscal year).
. Provide two (2) new Disaster Preparedness and Planning workshops in the City of Dublin
targeted to and for seniors with disabling conditions and people with disabilities.
o Each participant will receive a free basic disaster supply kit, Vial of Life container and
emergency communication device (keychain with whistle, flashlight and compass).
CRIL has been providing IL programs and services to the Dublin community for more than 27
years, with funding assistance from CA State Department of Rehabilitation, the Department of
Education, and, more recently, the City of Dublin CDBG public services program. Several of the Tri-
Valley cities also contribute to the overall branch operation costs in order for CRIL to provide services
throughout the Tri-Valley area.
Last fiscal year, through Dublin/Alameda County CDBG funding, CRIL provided individualized, direct
independent living services to 14 residents with disabilities, and 41 other seniors and residents with
disabilities were given information and referral and/or indirect advocacy assistance. CRIL also provided
training and education to 20 businesses and/or agencies about disability sensitivity and ADA facilities
and services access to patrons with various disabilities. This fiscal year, in just two quarters, CRIL has
already provided direct services to 13 Dublin residents - 72% of our annual goal.
Dublin residents are able to readily access CRIL services because we operate an accessible branch
office in the Tri-Valley area. It is centrally located in the Livermore Multi-Resource Center, accessible
by both public and para transit services. The CRIL Tri-Valley Coordinator, Dr. Michael Galvan, is
both a professional service provider, trained in various independent living skills and disability benefit
programs, as well as a peer counselor to consumers since he is a Tri-Valley native with a disability.
CRIL's IL philosophy is based on consumer control and consumer-governance; therefore, the majority of
our staff, volunteers and Board of Directors are persons with disabilities who model both self-reliance
and community participation.
4A
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City of Dublin
Fiscal Year 2007-2008
Application for Funds
b. How would the PROPOSED PROJECT/PROGRAM address an unmet community
need and improve the quality of life for Dublin residents. Why is this project/program
needed? (Additional page may be added, if needed):
The City's mission focuses on supporting a high quality of life and ensuring a safe and secure environment
for its diverse community. Independent Living Services, like those provided by CRIL, triumph over the
barriers that confront persons with disabilities and disconnect them from full and meaningful participation in
their communities.
Inherently, services to persons with disabilities are services to the most impoverished members of our
community. The 2003 American Community Survey found that the national economic recession has
disproportionately affected persons with disabilities. Since 2000, poverty has increased dramatically for
persons with disabilities in California. Nationally, California has one of the highest rates of poor health
among age 18 to 64 adults with disabilities (BRFSS, 2003). In addition, Alameda County has a higher
rate of poverty among age 18 to 64 adults with disabilities than most Bay Area Counties (Kaye, 2005).
While Dublin is a more affluent community in Alameda County, Census 2000 data shows that there are
nearly 3000 persons ages five and older living in Dublin with a disability. Of these, 188 households
are on supplemental security income (SSI), which make them among the poorest people in the nation, with
incomes of about $850 per month (Hanson, 2004).
(continued on next paqe 5 A)
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.)
(please see next paqe 5 B)
5
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3.b. Unmet Need (continued)
Not only does Dublin have a significant population of low-income youth and adults with disabilities,
38.3% of Dublin's senior residents, age 65 and over, have a disability (Hanson, 2004), and these
residents combined are the most likely victims of major disasters. Of the nearly 2000 people who were
killed in the 2005 gulf hurricane and floods, 70% were frail seniors and people with disabilities (Kailes,
2006). Though eastern Alameda County most likely will not have to be concerned with hurricanes, we
do have to be concerned with other major life-threatening and property-damaging disasters, such as
earthquakes, terrorist attacks and flu pandemics. Recent polls have indicated that less than 20% of
Californians are significantly prepared for a major disaster, and only about 39% of people with
disabilities and/or functional limitations have made plans to quickly and safely evacuate their
homes (Ostrom, 2006; NOD, 2004).
Personal preparedness and planning are essential for all Dublin residents, but especially so for
those who are most vulnerable. Additionally, it is imperative that these residents are integral
participants in the planning of coordinated community post-disaster assistance. Unfortunately, the
majority of people who are dependent or reliant on others and/or extremely low income are unable to
participate in First Aid or Disaster Training Classes. They also cannot afford to stockpile even
basic emergency supplies, such as water, food, medications and first aid items. Moreover, the
American Red Cross, the nation's premier safety training and disaster response agency, does not
provide disaster classes and workshops designed for people with disabilities, nor do they yet have
sheltering plans that specifically address the needs of people with disabilities (Kailes, 2005).
CRIL's "IL Program for Persons with Disabilities and Seniors with Functional Limitations" will provide the
hands-on, peer-based disaster preparation and planning training to this significant population of
vulnerable residents through workshops at various accessible locations in Dublin. All participants will
receive practical emergency training that is easy to understand and implement. The training will be
co-facilitated by staff and volunteers from CRIL and Alameda County's Collaborating Agencies
Responding to Disaster (CARD), and participants will receive a FREE 3-day basic survival kit that
includes water, food, mylar blanket, safety light, and first aid instructions, a Vial of Life in which to place
copies of important personal documents, as well as a CRIL emergency communication device.
Other CRIL IL Services will meet the comprehensive basic living needs of Dublin residents with
disabilities and their families by:
. finding an assistant for housekeeping or self care;
. understanding how returning to work will affect their benefits;
. locating accessible housing;
. obtaining assistive technology devices to increase independence;
. preparing transitional education plans for graduating from special education into the adult
world;
. providing health education and information on medical facilities that meet accessibility
standards and accept Medi-Cal and Medicare.
. and many more.
Lastly, CRIL will also provide technical assistance and outreach to businesses and nonprofit agencies
that serve Dublin to help them be more accessible and welcoming to seniors and persons with
disabilities.
5A
3.c. Documentation/Data/Records (continued)
A number of sources are referenced to support the need and efficacy of CRIL's IL Program for Persons
with Disabilities and Seniors with Functional Limitations. The sources cited in the narrative are:
California Behavioral Risk Factor Surveillance System (BRFSS), 2003
Hanson, S., et.al. "Community Needs Assessment," Center for Applied Local Research, 2004
ICF Publishing. Human Services Needs Assessment for the Tri-Valley --Incorporating the Cities of
Dublin, Livermore, and Pleasanton; Center for Applied Local Research, 2003
Kailes, J. "Including People with Disabilities and Seniors in Disaster Services", CDIHP, June 2006
Kaye, PhD, Stephen." Disability, Health & Employment in California", Disability Statistics Center,
University of California, San Francisco, 2005
National Organization on Disability. "New Poll Highlights Need for More Emergency Planning for and by
People with Disabilities", January 30,2004.
Ostrom, M. "Quake Worries on the Decline", San Jose Mercury News. April 18, 2006
U.S. Census Bureau. Statistics: Alameda County - Tri-Valley Cities, 2000
Like most ILCs, CRIL was founded (in 1979) by a group of Alameda County residents who had
disabilities and wanted to make a positive difference in the lives of other people with disabilities and in
their community. The benefit that ILCs offer the communities in which they exist are extensive, and the
outcomes achieved are impressive enough, that both the State of California Department of
Rehabilitation and the federal Rehabilitative Services Administration have annually budgeted significant
funds for core IL services to be provided to persons with disabilities through the ILCs. Strict compliance
to State and federal regulations in the provision and fiscal responsibility of these services are monitored
every 3 to 5 years, and each ILC must provide extensive documentation and evaluation results quarterly
and annually to these departments, as well as to the State Independent Living Council.
CRIL is not only the best and most effective agency in Alameda County to provide disability IL
services and community education to the City of Dublin, it is also the best choice in providing the
necessary Disaster Preparation and Planning Program to Dublin's most vulnerable disabled and
senior residents. As both a professional and peer-based social service agency, CRIL will be able to
teach disaster self-preparedness using the methodologies and techniques that the participants
require to learn and practice the skills they need to develop and, eventually, use in the time of a
disaster. For example, both CARD and the San Francisco ILC have picture-based disaster
preparedness materials that, coupled with role-playing and practice, effectively teach non-reading and
non-English speaking participants what to do to take care of themselves and their families. Additionally,
CRIL's program will increase the number of low-income Dublin residents who have the basic emergency
supplies they need to be self-sufficient for up to three days post disaster. This type of training program is
needed in Dublin and throughout Alameda County. With additional CDBG and/or social service funds
from each of CRIL's funding sources, CRIL's IL Program for Seniors and Persons with Disabilities
can tremendously impact the disaster readiness of hundreds of the most vulnerable residents of
southern and eastern Alameda county.
58
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City of Dublin
Fiscal Year 2007-2008
ApplicanonforFunds
c. Specify the PROPOSED PROJECT/PROGRAM population to be served.
CRIL's Independent Living Project will serve low income Persons with Disabilities and Seniors with
Disabling Conditions who reside in the City of Dublin. Specifically, the program will positively impact the
lives of Dublin residents who are among the most impoverished and vulnerable of the community.
1. Twenty (20) low-income residents with disabilities will receive direct IL skills training in one or
more areas, such as peer counseling, health information, benefits counseling, housing placement,
and personal safety resulting in a significant increased ability to be self-sufficient in their home,
work, school, families and community. Services and materials will also be available in Spanish and
alternate formats.
2. Fifty (50) low-income seniors and persons with disabilities will receive indirect education,
information & referral, and advocacy services that provide a foundation for improved self-
sufficiency and community participation.
3. Twenty-five (25) businesses and/or agencies will receive disability-related education, sensitivity
awareness and accessibility consultation resulting in increased structural and services access to
consumers with disabilities and disabling conditions.
e. Projects/programs must be evaluated to determine ifthey are being carried out efficiently
and if project/program goals are being met. Please describe how you plan to monitor
your project/program's success and impact.
· An additional page may be added, if needed.
CRIL has several solid data sources listed below to provide quantitative and qualitative information for
CRIL staff to evaluate the progress of its programs and services. The CRIL database format and
programming validity are evaluated annually with modifications made as needed.
(continued on next paQe 6 A)
f. Specify numbers of clients served by agency, then by PROPOSED
PROJECT/PROGRAM:
165+120+75
Total Number of Dublin Residents Served b this Pro'ect 20 + 50 + 25**
* 1,100 direct service unduplicated consumers + 3,200 indirect service county residents
** 20 direct service undupl. Dublin consumers + 50 indirect Dublin residents + 25 businesses
6
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. 3.e. Proiect Evaluation & Monitoring (continued)
. CRll's Intake Form is used with every person who wishes to become a consumer of CRll and
participate in creating a plan or set of goals to meet their objective or desired outcome. (Please
see attached Intake Form.)
. Independent Living (Il) Coordinators work with consumers to articulate goals and action steps
to achieve greater independence. Each month Il Coordinators submit a list of goals set with
consumers so that CRll's database can maintain a cumulative tracking of consumer goals that
are set and met.
Sample Outcome Measure:
A consumer whose outcome objective is to locate affordable, long-term housing, may create
one or more goals with the service coordinator to help him or her reach that objective (e.g.,
participate in CRll's weekly Housing Workshop, obtain personal credit report, apply to two
available units, etc.). The goals are set at Intake, reviewed at least monthly with the consumer,
then recorded as met when the consumer self-reports to the coordinator that he or she has
achieved the desired outcome (e.g., long-term housing placement).
. CRll tracks the number of services, their length of time, and the number of contacts per
consumer for all consumers seeking Il Coordination services through reporting monthly on our
statistics tracking system.
. Volunteers who support CRll operations and provide peer counseling services complete our
volunteer service log.
. For individuals who do not become consumers, CRll's monthly indirect statistics tracking log
describes any Dublin resident, regardless of disability status, who has received information and
referral, community education, publications, disability awareness training, outreach services,
and technical assistance that enhances inclusiveness of services.
. CRll conducts a quarterly consumer satisfaction survey to solicit feedback regarding the
quality of its direct service staff. (Please see attached Survey Form.)
. Workshop participants will be requested to complete a self-evaluation, rating their level of
disaster knowledge and readiness before and after CRll's Disaster Preparation and Planning
training. Staff will contact each participant 6 months post-workshop to again evaluate the
practical impact of CRll's training.
Quarterly file reviews ensure quality of documentation and correlate with the direct statistics sheets
that account for daily contacts with all consumers. The Il coordinators meet with the Program
Director for a weekly Independent Living Plan session to explore solutions related to consumer goal
development. This provides both supervision for difficult consumer situations, and an opportunity to
note consumer trends that may not be obvious elsewhere. All CRll staff members meet monthly to
discuss community involvement, program activities, and consumer trends.
6A
City of Dublin
Fiscal Year 2007-2008
Application for Funds
5. Financial Information - Operating Budget
a. Expense Budget
Administrative and
Direct Program
Em loyee Salaries & Benefits
City of Dublin
$57,327.00
$11,843
Subtotal
$57,327
$11,843
ACCESS - $216 $44
PROGRAM/STAFF
AUDIT & ACCOUNTING $451 $93
BUILDING REPAIRS & $721
MAINTENANCE
CONSULTANT SERVICES $1,080 $223
DUES, PUBS & BOOKS $451 $93
EQUIPMENT $160 $33
MAINTENANCE/REPAIRS
INSURANCE $766 $158
OCCUPANCY - RENT & $1,200 $149
OTHER
OUTREACH $108 $23
POSTAGE $668 $125
PRINTING & COPYING $279 $58
STAFF DEVELOPMENT $53 $11
SUPPLIES-OFFICE & $4,542 $2,112
PROGRAM
TELEPHONE $1,908 $404
TRAVEL $1,208
UTILITIES $235 $44
SUBTOTAL $14,046 $3,570
TOTAL $71,373 $15,413
7
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Further Comments/Explanations (if necessary):
*Other grants that CRIL requests funding of this program is as follows:
1. City of Livermore
2. City of Pleasanton CDBG
3. City of Pleasant on SSP
4. Kaiser Foundation
Budget Narrative-
Personnel - Personnel costs cover the portion of staff costs that are attributable to this project to accomplish the
core services, outreach, and all the activities that support CRIL, such as program development, planning, and record
keeping. Some of the positions have been readjusted to more adequately meet the needs of the organization.
These costs include the salary costs plus benefits for each employee included under the grant. Employees are
included at the percentage of their time that is allocated to this project. The employee benefits included are payroll
taxes, workers' compensation insurance and medical and dental insurance.
Operating Expenses - The operating expenses are the reasonable and necessary costs to support the running of the
agencylprogram and are delineated as follows:
Accommodations - This line includes reading, interpreting, and other personal services provided by independent
consultants to accommodate staff and consumers.
Accounting And Audit- This is the costs of having our mandatory annual audit and the use ofa CPA when needed to
maintain the financial stability of the organization.
Dues, Books, and Publications - These are the expenses to maintain membership in organizations that benefit
CRIL such as CFILC, and to purchase training and reference books, periodicals and CD Roms.
Staff Development - This is the cost of workshops and training to develop staff capability and to keep current on
things they need to know to provide the most effective service. It also includes conferences such as CFILC.
Travel- This includes staff mileage reimbursement at $.48 per mile. Travel includes home visits, program outreach
and staff meetings.
Building Repairs and Maintenance - These are the costs of maintaining our building such as janitorial services,
basic supplies such as ant repellant and keys, and services to cover problems arising from normal wear and tear such
as broken toilets and plugged drains.
Insurance - This includes our Business Liability Package and our Directors' and Officers' Liability package to
cover our agency in the event of a problem.
Rent and Other Occupancy- These are costs associated with rent for the Tri Valley office as well as fees the
agency pays the county for sewer assessments, etc as determined by the local voters.
Utilities - Utilities are gas and electric, water, and trash collection.
Telephone - This is for phone calls made for the purpose of providing services to consumers, outreach, and other
CRIL business as well as line usage for the internet connection.
Equipment Repairs and Maintenance - This includes repair and maintenance costs to maintain existing
equipment in working order.
Supplies Office/Program- This is for office and program supplies such as printer cartridges, paper, and file folders,
as well as postage to mail CRIL newsletters, correspondence outreach materials and general business mailing. It
includes printing our newsletters, brochures. Also included are the Disaster PreDaredness Survival kits for Dublin
and Tri- Vallev consumers
Contractual Services - This includes computer consulting and repairs by outside professionals, IT Services,
organizational and training services. These are services that we do not get from in-house staff and it is more
efficient to get from persons with specialized training.
Outreach- The costs of promoting IL Services to the Dublin and Tri-Valley community.
8
i'",:':,)i"",";';.""",,'''__j,JjWi!~::~."''IllH1.,wlli;I~~~~. -lIlllIln"'-'\lIm'_hltiillmlf!","I&II~W!Ii:lN::41""Mll:;,jI/j,%~"'j;.,,".;;;:4iHii!1'M~_":'%';%i&~Pw.:"..:.:Alt.-lllltl!!'---lI~~ "-V~"-d\!f'ij"""';:"'H&H,,:::;i::':""
,.':""'.. ">~q""""""''''''''''~~'>",,<,:~""~.wll Jllll t 'iIIIW"'",,~t.."'\l,....*,-'M-'U-.. ;.~~...~~,~t.............~~>.........~..."",~,,.>....>hMI" .....t,'AlAi4':",c>" "<<tI:",Iltolllll_'~:<>~Ill:<~<_,'NIAI'l:l~~"~"'....,I,~j,"".,,.,<
City of Dublin
Fiscal Year 2007-2008
Application for Funds
b. Revenue Budget
. ....... .' iFY2007~2008 '.... .'. .... ...~~:::. '. ,': . .... :;.. :,......
,,~:,. ,/::'d.!:L:: .',',
'~",,:: :REVENUEBlmGEl"':;:'~' ':. ' ORGANIZATION" ....../PRO.JECTtDROGRAM
CommittedIRestricted . FURa; ,.... ..... . ".', 1~r: ..'
(sp~cify source).. ,,", ,.',' :,;' '
, , : 1; > , ' ~ .... . c..".... ...
Non,:,Co~mittedlRestrictedli'~lid~ TRI VALLEY
(sp~cify soUrce) INj)EPENPmfl,':LIVlNG
SERVICES:
City of Livermore City Funder-$19,580 Livermore IL Services
City of Pleasant on CDBG City Funder-$14,081 Pleasanton Housing & IL
Services
City of Pleasanton SSP City Funder-$10,112 Pleasanton Health Care Access
& Disaster Preparedness
Training
Kaiser Foundation F oundation-$12, 187 Tri-Valley Health Care Access
City of Dublin City Funds-$15,413 Independent Living Skills
Services for Persons with
Disabilities and Seniors with
Functional Limitations
Total $71,373
Further Comments/Explanations (if necessary):
* CRIL is requesting that all requested grants fund the Tri-Valley Satellite Office.
9
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fll1ll_1>. ~hMf1_"111Q;4_...~~lIii!d:DMII_"',,"'-'"'llIIllllllf/llI!IN-.0 ,:.e~,.l<,'~<>4-.N>'~,"'IO-",~..nll."'k.l
!..~u..IiIllfIW;>~;$-o.~;' ~
""%""";;;;'''''''''#l'Y']'jI(;i;M':S',~Jffij.'1;O:~<iih~Hii<<i..4it%''~~~~~~~~~'$~;;~Ollfk.;\;::i/'F""";'~~U:1;:;",.w",,"';';;;;;;H;;;/W,'R,,\joaiWJ"iw";;;;mrn;;;:a"!II'..'~i,ilUIll:,Ifilf"'$t;;~"t;$<'~~'ii1"~,,);,nW";"'"""""
City of Dublin
Fiscal Year 2007-2008
Application for Funds
6. General Agency Information
a. List all years that Organization has previously received City of Dublin funding (not
Community Development Block Grant - CDBG).
N/A
b. Describe the population(s) served by the Organization.
Community Resources for Independent Living (CRIL) provides independent living
skills programs, services and self-advocacy training to all persons of all ages with any
type of disability who live in the southern and eastern parts of Alameda County.
c. Describe all the services the Organization currently provides to Dublin residents.
· An additional page may be added, if needed.
CRIL provides the following services to Dublin residents:
~ HOUSING ASSISTANCE: Tools to find accessible, affordable housing;
~ PERSONAL ASSISTANCE REGISTRY & RESOURCES: Access to registries of
personal assistants and information on how to screen, interview, hire and manage
workers;
~ ASSISTIVE TECHNOLOGY: Home- and work-based assessments, service coordination
and referrals;
(continue next page 1 0 A)
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.
Dublin CDBG funding in fiscal year 2006-07 totaling $10,300.00.
10
'T1'~m".\"".llmi;ilW:WWW~;~ili~i4I'M'~
6.c. Organization Services (continued)
~ PEER SUPPORT: Individual and group peer counseling and assistance;
~ INDEPENDENT LIVING SKILLS TRAINING: classes and workshops on self-advocacy, housing
search, benefits, money management, personal safety and disaster preparation/planning;
~ ADVOCACY: Individual and Community disability and civil rights advocacy;
~ INFORMATION & REFERRAL: Community resources for programs and services to meet the
comprehensive needs of seniors and people with disabilities;
~ OTHER SERVICES: Benefits counseling, ADA & disability rights education & compliance
recommendations, Pre-employment Counseling, Voter registration, Job resource board, Youth
and Latino disability empowerment programs.
CRIL's comprehensive independent living skills services and advocacy available to all Dublin residents
with disabilities, combined with services to the community and businesses that include disability
educational resources, access compliance information, and assistive technology resources, make CRIL
the premier Disability Services Resource Center in eastern Alameda County.
10A
N:W;~:;::*,::ril!*,llilll"Jt1J'I@",H:&::;\~~:iJJ.ll~~~~l_II&'l!"'''f'iiiWft4i'.H"r.,.i":;;:';;'W"
City of Dublin
Fiscal Year 2007-2008
Application for Funds
7. Required Attachments:
o Onlv one (1) cOPV per Al!encv of each of the following is required, even with multiple
projects/programs submitted.
o Applications without the following documents will not be reviewed for funding.
o Please label attachments: A, B, Co etc.
;0 A. Names of Governing Board; identify current Board officers.
~ B. Current total Organization operating budget, including revenue.
· Clearly label/identify the program that includes the PROPOSED
PROJECT/PROGRAM.
:R{I C. Most recent audit report or tax return (if applicable).
I2t. D. Resolution, letter or other document providing evidence of
Board/Organization approval of application, and date approval was granted.
· Board/Organization approval may be pending.
'~' E. Organization's certificate of insurance showing coverage for liability and
workers' compensation.
!:i F. Application Verification Declaration Signature Page.
f2;. G. Signed affidavit form from each collaborating agency named in proposed
project/program plan (if applicable).
11
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~"""".'''IlllI;r
-~"""_::';::"":,,,:@""'::4'"
Attachment A
CRIL BOARD OF DIRECTORS' LISTING
All Board Members are volunteers and receive no monetary compensation for their work.
Revised 01/16/2007
PRESIDENT
VICE-PRESIDENT
CHRIS FINN
1801 BOXWOOD AVENUE
SAN LEANDRO, CA 94579
Home: (510) 667-0209
Work:
Cell:
E-Mail: urable@yahoo.com
JANET JONES
149 CALIFORNIA AVENUE
SAN LEANDRO, CA 94577
Home: (510) 635-5874
Cell: (510) 303-1107
Work: (510) 639-9378
E-MAIL: jbgsjones@sbcglobal.net
COACH
BAY AREA OUTREACH & RECREATION PROGRAM
RETIRED PROBATION OFFICER
HYPNOTHERAPIST
*TERM AS OFFICER: ELECTED 12/06
JOINED BOARD: 05/6/04
# BOARD MEMBER TERM: 2+ YEAR
TERM ENDS: 2007
*TERM AS OFFICER: ELECTED 12/06
JOINED BOARD: 09/4/03
# BOARD MEMBER TERM: 3+ YEARS
TERM ENDS: 2007
SECRETARY/TREASURER
BOARD MEMBER-AT-LARGE
RANDY DANA
1390 CREEKSIDE DRIVE #73
WALNUT CREEK, CA 94596
Home:
Work: (510) 776-2209
Cell: (510) 776-2209
Work Fax: (510) 835-1739
E-Mail: rdana@sbcglobal.net
JEFFREY A. ROSEN
16816 COLUMBIA DRIVE
CASTRO VALLEY, CA 94552-1614
Home: (510) 582-6555
Work:
Cell: (510) 507-9977
E-MAIL: jeffrey.rosen@kp.org
ASSISTANT VICE PRESIDENT, BUSINESS
DEVELOPMENT OFFICER
BANK OF THE WEST
DIRECTOR, IT CLAIMS SOLUTIONS
KAISER PERMANENTE
*TERM AS OFFICER: ELECTED 12/06
JOINED BOARD: 01/27/05
# BOARD MEMBER TERM: 2+ YEARS
TERM ENDS: 2008
*TERM AS OFFICER: ELECTED 12/06
JOINED BOARD: 02/28/06
#BOARD MEMBER TERM: 1 YEAR
TERM ENDS: 2009
BOARD MEMBER
BOARD MEMBER
MARTY STENRUD
671 WEST A STREET #124
HAYWARD, CA 94541
Home: (510) 785-7420
Work:
Cell:
E-Mail: Martyorted@msn.com
SAMUEL R. WILEY, JR.
1075 CRESTON ROAD
BERKELEY, CA 94708
Home: (510) 558-1741
Home Fax: (510) 558-8425
Cell: (510) 915-2732
E-Mail: samnhazel@comcast.net
RETIRED
LANDSCAPE GARDENER SUPERVISOR
CITY OF BERKELEY PARKS, RECREATION, AND
WATERFRONT DEPARTMENT
*TERM AS OFFICER: ELECTED 12/06
JOINED BOARD: 01/30/83
# BOARD MEMBER TERM: 23 YEARS
TERM ENDS: 2008
*TERM AS OFFICER: ELECTED 12/06
JOINED BOARD: 01/30/99
# BOARD MEMBER TERM: 6+ YEARS
TERM ENDS: 2008
BOARD MEMBER
BOARD MEMBER
MARK BAUR
806 IRONWOOD ROAD
ALAMEDA, CA 94502
Home: (510) 523-5461
Work:
Cell:
E-Mail: mark.baur@sbcglobal.net
H. STEPHEN KAYE, PH.D.
18 SATURN STREET
SAN FRANCISCO, CA 94114
Home: (415) 431-5564
Work: (415) 502-7266
Cell:
E-MAIL: steve.kaye@ucsf.edu
CERTIFIED MANAGEMENT ACCOUNTANT
INDEPENDENT CONTRACTOR
ASSOCIATE ADJUNCT PROFESSOR
UNIVERSITY OF CALIFORNIA AT SAN FRANCISCO
*TERM AS OFFICER: ELECTED 12/06
JOINED BOARD: 09/22/05
# BOARD MEMBER TERM: 1+ YEARS
TERM ENDS: 2008
*TERM AS OFFICER: ELECTED 12/06
JOINED BOARD: 04/20/2006
#BOARD MEMBER TERM: 0+ YEAR
TERM ENDS: 2007
BOARD MEMBER
BRUCE BLANCO
44355 CAMPANIA PLACE
PLEASANTON, CA 94566
Home: (925) 462-8887
Work:
Cell: (925) 487-4384
E-MAIL: b.blanc04@comcast.net
CHIEF FINANCIAL OFFICER
TRIPLE POINT CAPITAL
*TERM AS OFFICER: ELECTED 12/06
JOINED BOARD: 02/28/06
#BOARD MEMBER TERM: 1 YEAR
TERM ENDS: 2009
EXECUTIVE DIRECTOR
SHERI BURNS
950 FRANQUETTE AVE
SAN JOSE, CA 95125
Home:
Work: (510) 881-5743 ext. 17
Cell: (408) 309-9774
E-MAIL: sherLburns@cril-online.org
SHERI BURNS
EXECUTIVE DIRECTOR
DATE
ONE-HALF OF OUR BOARD MEMBERS ARE PERSONS WITH SIGNIFICANT DISABILITIES, SUBSTANTIALLY
LIMITING THEIR ABILITY TO OBTAIN, MAINTAIN OR ADVANCE IN EMPLOYMENT ANDIOR FUNCTION
INDEPENDENTLY IN THE COMMUNITY. THE DISABILITIES INCLUDE QUADRIPLEGIA, MULTIPLE SCLEROSIS,
HARD OF HEARING, AND PSYCHIATRIC DISABILITIES.
Attachment B
Attacahment B1
COMMUNITY RESOURCES FOR INDEPENDENT LIVING
PROPOSED BUDGET -
FOR THE FISCAL YEAR ENDING 06/30/08
I
I FYE 6/30/08
---
REVENUE AND SUPPORT
!GOVERNMENT GRANTS
I CA DEPT OF REHABILITATION 338,816
~ CA DEPT OF REHABILITATION - AT 70,000
-- CA DEPT OF REHABILITATION - VII B Technical Assistance 7,000
- CA DEPT OF REHABILITATION - COMMUNITY ORGANIZING 69,517
U.S. DEPT OF EDUCATION - vile 81,990
--, HAYWARD SOCIAL SERVICES GRANT 66,800
SAN LEANDRO 9,000
PUBLIC AUTHORITY - ALAMEDA COUNTY 49,051
FREMONT 29,350
. PLEASANTON CDBG 14,081
o~
. PLEASANTON CITY GRANT 10,112
-,
. ; LIVERMORE 19,580
. DUBLIN 15,413
. KAISER 12,187
--- FOUNDATIONS 10,000
--
-- DONATIONS -~
FUNDRAISING 2,500
FEE FOR SERVICE 1,000
INTEREST INCOME 250
i
TOTAL - REVENUE FROM OPERATIONS 811,647
---
i -----~
!
I
EXPENSES ,-
SALARIES AND BENEFITS 618,135
ACCOMMODATIONS 9,397
r-- ACCOUNTING AND AUDIT 5,000
BUILDING REPAIRS AND MAINTENANCE 8,000
DUES AND SUBSCRIPTIONS 5,500
EMPLOYEE RECRUITMENT 1,000
EQUIPMENT AND FURNITURE PURCHASES 13,200
EQUIPMENT RENTS, REPAIRS ANDMAINT. 2,063
I FUNDRAISING COSTS , 3,5QQ..
INSURANCE -~
INTEREST AND SERVICE CHARGES 500
OUTREACH 1,832
OUTSIDE SERVICES 44,495
POSTAGE AND DELIVERY 9,936
f--- PRINTING AND COPYING 10,950
f--" RENT AND OTHER OCCUPANCY COST 5,160
STAFF DEVELOPMENT 4,549
STAFF AND BOARD RECOGNITION/MEETING COSTS I ~-QQQ...
SUPPLIES - OFFICE AND PROGRAM 26,796
!TELEPHONE 13,699
ITRAVEL 9,386
UTILITIES 7,151
---
jVOLUNTEER RECOGNITION 900
I~-- -
TOTAL - OPERATING EXPENSES 811,647
TOTAL EXPENSES 811,647
--
NET EXCESS (DEFICIT) 0
I---- --
- .Proposed Tri Vallev IL Services Proiect
Attachment B2
CRIL Organizational Budget
SOURCE FUNDS RECEIVED CURRENT AMOUNT OF FUNDS
ACCOUNTING YEAR APPROVED* OR APPLIED**
(FY 06-07) FOR IN FY 07-08
CITIES (list)
. Hayward SSP . $60,000 . $66,800
. Dublin*** . $10,300 . $15,413
. San Leandro . $10,000 . $9,000*
. Fremont . $10,000 . $29,350
. Livermore*** . $14,000 . $19,580
. Pleasanton CDBG*** . $9,500 . $14,081
. Pleasanton Citv*** . $5,000 . $10,112
COUNTIES-
. Alameda County Public Authority . $49,051 . $49,051
Pass Through
FOUNDATIONS OR
CORPORATIONS . $8,500 . $12,187
. Kaiser Foundation*** . $1,000 . $0.0
. IBM Corporation . $ 0.00 . $10,000
. Misc. Foundations
STATE
. State of CA, Dept. of Rehabilitation . $408,816 . $408,816*
(DR204)
. State of CA, Dept. of Rehabilitation . $8,000 . $7,000
(VII B)
. State of CA, Dept. of Rehabilitation . $51,140 . $69,517*
(VII B)
FEDERAL
. Department of Education . $81,990 . $81,990*
SELF GENERATED
. Fundraising . $2,500 . $2,500
. Donations . $5,000 . $5,000
Fee For Service . 0.00 . $1,250.00
.
TOTAL $742,797 $811,647
* Currently awarded based on a multi-year contract, actual awarded amounts may vary
** All other grants haven't been applied to, but intend to apply for fiscal year 2007-2008
*** PROPOSED TRI VALLEY IL SERVICES PROJECT REVENUE
Attachment C
AUDIT REPORT
ON
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
FINANCIAL STATEMENTS
AND
SUPPLEMENTARY INFORMATION
JUNE 30, 2006 AND 2005
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
TABLE OF CONTENTS
Page
INDEPENDENT AUDITOR'S REPORT
1-2
FINANCIAL STATEMENTS:
Statements of Financial Position
3
Statements of Activities
4
Statements of Cash Flows
5
Statements of Functional Expenses
6
Notes to Financial Statements
7-13
SUPPLEMENTARY INFORMATION:
INDEPENDENT AUDITOR'S REPORT ON 14
SUPPLEMENTARY INFORMATION
INDEPENDENT AUDITOR'S REPORT ON SCHEDULE OF 15
EXPENDITURES OF FEDERAL AWARDS
SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS 16
INDEPENDENT AUDITOR'S REPORT ON INTERNAL CONTROL 17-18
OVER FINANCIAL REPORTING AND ON COMPLIANCE
AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL
STATEMENTS PERFORMED IN ACCORDANCE WITH
GOVERNMENT AUDITING STANDARDS
INDEPENDENT AUDITOR'S REPORT ON COMPLIANCE WITH 19-20
REQUIREMENTS APPLICABLE TO EACH MAJOR PROGRAM
AND ON INTERNAL CONTROL OVER COMPLIANCE IN
ACCORDANCE WITH OMB CIRCULAR A-133
BOARD OF DIRECTORS AND MANAGEMENT 21
SUMMARY SCHEDULE OF PRIOR YEAR AUDIT FINDINGS 22
SCHEDULE OF FINDINGS AND QUESTIONED COSTS 23
CORRECTIVE ACTION PLAN 24
CHART INFORMATION 25-29
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
INDEPENDENT AUDITOR'S REPORT
To: The Board of Directors
Community Resources for Independent Living, Inc.
Hayward, California
We have audited the accompanying statements of financial position
of Community Resources for Independent Living (CRIL), Inc., a not-
for-profit Corporation, as of June 30, 2006 and 2005 and the
related statements of activities, cash flows, and functional
expenses for the years then ended. These financial statements are
the responsibility of Community Resources for Independent Living
Inc.'s management. Our responsibility is to express an opinion on
these financial statements based on our audits. Prior year
summarized comparative information has been derived from financial
statements and our report dated November 14, 2006 in which we
expressed an unqualified opinion on those financial statements.
We conducted our audits in accordance with auditing standards
generally accepted in the United States of America and the
standards applicable to financial audits contained in Governmental
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 the significant
estimates made by management, as well as evaluating the overall
financial statement presentation. We believe that our audits
provide 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
Communi ty Resources for Independent Living, Inc. as of June 30,
2006 and 2005, and changes in its net assets and its cash flows
for the years then ended in conformity with accounting principles
generally accepted in the United States of America.
In accordance with Government Audi ting Standards, we have also
issued a report dated November 14, 2006 our consideration of
Community Resources for Independent Living, Inc.'s internal
control structure over financial reporting and on our tests of its
compliance with certain provisions of laws, regulations, contracts
1
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
INDEPENDENT AUDITOR'S REPORT (CONT'D)
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 on 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 audits.
Our audits were performed for the purpose of forming an opinion on
the basic financial statements of Community Resources for
Independent Living, Inc. taken as a whole. The accompanying
schedule of expenditures of federal awards is presented for
purposes of additional analysis as required by U. S. Office of
Management and Budget Circular A-133, Audi ts of States, Local
Governments, and Non-Profit Organizations, 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 a whole.
DENNIS L. LORETTE
ACCOUNTANCY CORPORATION
Pinole, California
November 14, 2006
2
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
STATEMENTS OF FINANCIAL POSITION
JUNE 30, 2006 AND 2005
ASSETS
2006
Current Assets:
Cash on hand and in bank
Accounts receivable
Grants and contracts
receivable (Note 3)
Unconditional promise to give:
Capital improvement
Other
Prepaid expenses
$ 83,129
101,631
300,767
28,701
6,060
Total Current Assets 520,288
Property and equipment, net (Note 4) 222,086
Other Assets:
Deposit (Note 6) 1,358
TOTAL ASSETS $ 743,732
LIABILITIES AND NET ASSETS
Current Liabilities:
Accounts payable
Accrued vacation
Accrued expenses-other (Note 9)
$
9,900
2,855
Total Current Liabilities
12,755
Net Assets:
Unrestricted
Temporarily restricted (Note 7)
381,170
349,807
Total Net Assets
730,977
TOTAL LIABILITIES
AND NET ASSETS
$ 743,732
*
For comparative purposes only
2005 *
$ 74,723
590
103,550
226,653
22,189
6,692
434,397
226,170
2,217
$ 662,784
$ 2,265
10,077
1,891
14,233
372,536
276,015
648,551
$ 662,784
The accompanying notes and supplemental information are an
integral part of these financial statements.
3
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
STATEMENTS OF ACTIVITIES
JUNE 30, 2006 AND 2005
YEAR ENDED JUNE 30, 2006
TEMPORARILY
UNRESTRICTED RESTRICTED
SUPPORT AND REVENUE:
Grants and contracts
Contributions
Fees for services
Fundraising
Interest
$
$ 665,530
13,193
58,697
2,130
438
Total Support
74,458
665,530
Net assets released from restrictions
(591,738)
591,738
Total support and revenue
666,196
73,792
EXPENSES:
Program Services
Support Services:
Management and general
Fundraising and development
527,146
118,392
12,024
Total Support Services
130,416
Total Expenses
657,562
Changes in net assets
8,634
73,792
NET ASSETS, Beginning of Year
372,536
276,015
NET ASSETS, End of Year
$ 381,170
$ 349,807
*
For comparative purposes only
2006
$ 665,530
13,193
58,697
2,130
438
739,988
739,988
527,146
118,392
12,024
130,416
657,562
82,426
648,551
$ 730,977
TOTALS
2005 *
$ 651,679
9,360
58,403
2,208
314
721,964
721,964
620,262
152,413
8,326
160,739
781,001
(59,037)
707,588
$ 648,551
The accompanying notes and supplemental information are an integral part of these financial
statements.
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
STATEMENTS OF CASH FLOWS
JUNE 30, 2006 AND 2005
2006
2005 *
CASH FLOWS FROM OPERATING ACTIVITIES:
Changes in net assets $ 82,426
Adjustments to reconcile changes in
Net assets to net cash provided
(used) by operating activities:
Depreciation
(Increase) decrease in:
Accounts receivable
Grants and contracts receivable
Unconditional promises to give
Prepaid expenses
Deposit
Increase (decrease) in:
Accounts payable
Accrued expenses
NET CASH PROVIDED BY
OPERATING ACTIVITIES
CASH FLOWS FROM INVESTMENT ACTIVITIES:
Purchase of property, equipment
and furniture
NET CASH USED BY
INVESTMENT ACTIVITIES
NET INCREASE (DECREASE) IN CASH AND
CASH EQUIVALENTS
CASH AND CASH EQUIVALENTS, BEGINNING
OF YEAR
$ (59,037)
20,052 21,605
590 (590)
1,919 43,661
(80,626) 67,831
633 (446)
859 119
(1,301) 2,265
(178) (7,235)
24,374 68,173
(15,968)
(20,583)
(15,968)
(20,583)
8,406
47,590
74,723
27,133
CASH AND CASH EQUIVALENTS, END OF YEAR $ 83,129
*
For comparative purposes only
$ 74,723
The accompanying notes and supplemental information are an
integral part of these financial statements.
5
COMMUNITY SERVICES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
Salaries and related expenses:
Salaries
Payroll taxes
Employee benefits
Total salaries and related expenses
Other operating expenses:
Accommodations
Building repairs and maintenance
Consultants and outside services
Dues, books and publications
Employee recruitment
Equipment repairs and maintenance
Fundraising costs
Insurance
Interest and service charges
Legal and accounting
Meeting costs, refreshments
Outreach
Postage
Printing and copying
Rent
Staff development
Supplies
Taxes and licenses
Telephone
Travel
Utilities
Miscellaneous
Subtotal
Depreciation
TOTAL EXPENSES
*
For comparative purposes only
NOTE: The accompanying notes and supplementary information are an integral part of these financial statements.
HAYWARD, CALIFORNIA
STATEMENTS OF FUNCTIONAL EXPENSES
YEAR ENDED JUNE 30, 2006 AND 2005
PROGRAM
SERVICES
$ 335,419
33,068
49,796
418,283
961
5,587
34,852
3,867
885
1,243
6,193
1,367
342
2,631
253
4,499
1,999
9,184
9,390
4,016
5,309
10
510,871
16,275
$ 527,146
SUPPORT SERVICES
FUNDRAISING
MANAGEMENT AND
AND GENERAL DEVELOPMENT
$ 72,000
7,098
10,689
89,787
$ 5,830
576
865
7,271
1,199
6,229
97
3,500
267
22
185
108
1,330
43
8,033
557
24
565
54
46
4
301
1,972
543
2,016
862
1,140
159
163
70
92
114,898
3,494
11,741
283
$ 118,392
$ 12,024
TOTAL
SUPPORT
SERVICES
$ 77,830
7,674
11,554
97,058
1,296
9,729
289
185
1,438
43
8,033
581
611
58
301
2,131
543
2,179
932
1,232
126,639
3,777
$ 130,416
2006
$ 413,249
40,742
61,350
515,341
961
6,883
44,581
3,867
885
1,532
185
7,631
43
8,033
1,948
342
3,242
311
4,499
2,300
11,315
543
11,569
4,948
6,541
10
637,510
20,052
$ 657,562
TOTALS
2005 *
$ 462,228
43,271
70,247
575,746
3,500
11,638
71,796
4,620
924
1,550
59
8,021
848
7,369
4,441
744
6,262
14,267
4,497
3,426
16,945
491
9,262
7,414
5,577
759,397
21,604
$ 781,001
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
NOTES TO FINANCIAL STATEMENTS
Page 1 of 7
NOTE 1 - THE ORGANIZATION
CRIL is a cross-disability, community-based organization. Anyone
with a disability is eligible for services regardless of race,
color, national origin, gender, sexual orientation, age, marital
status, familial status, religion, or human immunodeficiency virus
(HIV) status.
Communi ty Resources for Independent Living, Inc. (CRIL), a not-
for-profit California Corporation, was established in March 1979
for the purpose of serving physically disabled adults with
programs and activities designed to enhance life styles and
increase opportunities for full participation in the life of the
community.
In 1996 the Corporation amended its Articles of Incorporation to
reflect its purpose. CRIL supports, empowers, and teaches skills
to persons with disabilities so that they may more fully
participate in community and life activities. CRIL teaches and
advocates for change to remove barriers to access for persons with
disabilities.
CRIL derives a substantial portion of its support and revenue from
reimbursement type grants with the State of California, Department
of Rehabilitation and the U.S. Department of Housing and Urban
Development under Community Development Block Grants.
CRIL's Mission Statement is:
"CRIL ADVOCATES AND PROVICES RESOURCES FOR PEOPLE WITH
DISABILITIES TO IMPROVE THE QUALIFTY OF LIFE AND MAKE
COMMUNITIES FULLY ACCESSIBLE. "
NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
o Basis of Accounting
The financial statements of CRIL are prepared on the
accrual basis of accounting and, accordingly, reflect all
significant receivables, payables, and other liabilities.
7
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
NOTES TO FINANCIAL STATEMENTS
Page 2 of 7
NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONT'D)
o Basis of Presentation
Financial statement presentation follows recommendations
of the Financial Accounting Standards Board in its
Statement of Financial Accounting Standards (SFAS) No.
117, Financial Statements of Not-for-Profit
Organizations. Under SFAS No. 117, CRIL is required to
report information regarding its financial position and
activities according to three classes of net assets:
unrestricted net assets; temporarily restricted net
assets; and permanently restricted net assets.
o Grants and Contracts
Support received under grants and contracts is recorded
as public support in the appropriate account when related
costs are incurred. Grants receivable represent amounts
due for expenditures incurred prior to year-end.
o Contributions/Donations
The Corporation accounts for contributions in accordance
wi th recommendations of SFAS No. 116, "Accounting for
Contributions Received and Contributions Made." In
accordance with SFAS No. 116, contributions received are
recorded as unrestricted, temporarily restricted, or
permanently restricted support depending on the existence
and/or nature of any donor restrictions.
All other donor-restricted support is reported as an
increase in temporarily or permanently restricted net
assets depending on the nature of the restriction. When
a restriction expires (that is, when a stipulated time
restriction ends or purpose restriction is accomplished),
temporarily restricted net assets are reclassified to
unrestricted net assets and reported in the Statement of
Activities as net assets released from restrictions.
o Functional Expenses
CRIL allocates expenses on a functional basis among its
programs, support services and fundraising. Expenses that
can be identified with program and support service are
allocated directly according to expenditure
classifications.
8
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
NOTES TO FINANCIAL STATEMENTS
Page 3 of 7
NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONT'D.)
o Promises to Give
Promises to give (an agreement to contribute cash or
other assets) are recorded as revenue in the period
received. Assets received with donor stipulations that
limit the use of the asset are reported as restricted
support. When the donor restriction expires, that is,
when a stipulated time restriction ends or purpose
restriction is substantially met, temporarily restricted
net assets are reclassified to unrestricted net assets
and reported in the statement of activities as net assets
released from restrictions.
o Property and Equipment
Donated property and equipment are recorded as support at
estimated fair values. Donated assets are reported as
unrestricted support unless the donor has restricted the
donated asset to a specific purpose. Assets donated with
explicit restrictions regarding their use and
contributions of cash that must be used to acquire
property and equipment are reported as restricted
support. Absent donor stipulations regarding how long
those donated assets must be maintained, CRIL reports
expirations of donor restrictions when the donated assets
are placed in service.
Major categories of property and equipment, including
their depreciable lives are as followSi
Buildings and improvements
Equipment
Furniture and furnishings
15-30 years
5- 7 years
3- 5 years
o 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.
9
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
NOTES TO FINANCIAL STATEMENTS
Page 4 of 7
NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONT'D.)
o Cash and Cash Equivalents
For purposes of the Statements of Cash Flows, the
Corporation considers all demand deposits with banks and
money market accounts with securities firms to be cash.
CRIL had no cash equivalents during the period.
o Income Tax Status
The Corporation has been granted tax-exempt status by the
Internal Revenue Service under Code 501 (c) (3) and the
California Franchise Tax Board under Section 23701 (d) of
the Revenue and Taxation Code.
o Comparative 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 principals.
Accordingly, such information should be read in
conjunction with CRIL's financial statements for the year
ended June 30, 2005, from which the summarized
information was derived.
NOTE 3 - GRANTS AND CONTRACTS RECEIVABLE
Grants and contracts receivable at June 30, 2006 and 2005 are:
2006 2005
Center for Independent Living $ 1,603 $
Department of Education 4,037 13,137
State of California Department
of Rehabilitation 59,925 72,081
Public Authority for IHSS 2,639 5,236
City of Hayward - CDBG 20,269 6,246
City of Livermore 2,092 383
City of Fremont 3,157 2,670
City of Pleasanton 3,895 3,797
City of Dublin 4,014
$ 101,631 $ 103,550
10
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
NOTES TO FINANCIAL STATEMENTS
Page 5 of 7
NOTE 4 - PROPERTY AND EQUIPMENT
Property and equipment at June 30, 2006 and 2005 consist of:
2006 2005
Land $ 54,271 $ 54,271
Building and improvements 367,312 352,426
Equipment 97,668 96,587
Furniture 34,620 34,620
553,871 537,904
Less: Accumulated depreciation (331,785) (311,734)
$ 222,086 $ 226,170
Depreciation expense for the year ended June 30, 2006 and 2005 was
$ 20,052 and $ 21,604 respectively.
Capitalized fixed assets acquired for the year ended June 30, 2006
and 2005 totaled $ 15,968 and $ 20,583 respectively.
CRIL did not dispose any fully depreciated equipment during the
period.
NOTE 5 - LINE-OF-CREDIT
CRIL maintains an unsecured $ 150,000 line-of-credit with its
bank. Interest is payable at 7.75 percent. At June 30, 2006 there
was no balance outstanding against this line-of-credit.
NOTE 6 - DEPOSIT
This account represents a deposit with Workman's Compensation.
11
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
NOTES TO FINANCIAL STATEMENTS
Page 6 of 7
NOTE 7 - TEMPORARILY RESTRICTED NET ASSETS
At June 30, 2006 and 2005 temporarily restricted net assets
consisted of:
2006 2005
CA Dept. of Education Title VII $ 19,701 $ 22,189
CA Dept. of Rehabilitation 8,000
Tri Valley Community 7,834
IBM Grant 1,000
BART Legal Settlement 19,339 19,339
Capital Improvement:
City of Hayward, CDBG 183,972 108,858
City of Fremont, CDBG 65,192 65,192
City of Pleasanton, CDBG 5,000 5,000
County of Alameda 47,603 47,603
Total $ 349,807 $ 276,015
NOTE 8 - CONCENTRATION OF CREDIT RISK
Grants receivable consists of fees and reimbursements due from
federal, state, county, and city governments or their agents .
including pass throughs from other not-for-profit
organizations. At June 30, 2006, receivables from federal
agencies or their agents accounted for about seventy percent of
the total, while state, county and city governments or their
agents account for about thirty-two percent.
NOTE 9 - ACCRUED EXPENSES - OTHER
Accrued expenses-other as of June 30, 2006 and 2005 consists of:
2006
2005
Printing
Supplies
Telephone
Travel
Unemployment insurance
Worker's Compensation insurance
$
495
$ 1,500
62
61
268
1,062
1,298
$ 2,855
$ 1, 891
12
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
NOTES TO FINANCIAL STATEMENTS
Page 7 of 7
NOTE 10 - LEASES
The Center primarily operates from its headquarters offices in
Hayward, which are fully-owned by the Corporation. Branch offices
in Fremont and Livermore are leased. There are two operating
leases both are renewed annually.
13
SUPPLEMENTARY INFORMATION
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
INDEPENDENT AUDITOR'S REPORT
SUPPLEMENTARY INFORMATION
To: The Board of Directors
Community Resources for Independent Living, Inc.
Hayward, California
Our report on the audit of the basic financial statements of
Community Resources for Independent Living, Inc. as of June 30,
2006 appears on pages 1 and 2 of this report. The audit was made
for the purpose of forming an opinion on the basic financial
statements taken as a whole. The supplemental information is
presented for purposes of additional analysis and is not a
required part of the basic financial statements. Such information
for the period 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 a whole.
DENNIS L LORETTE
ACCOUNTANCY CORPORATION
Pinole, California
November 14, 2006
14
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
INDEPENDENT AUDITOR'S REPORT
ON SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS
To: The Board of Directors
Community Resources for Independent Living, Inc.
Hayward, California
We have audited the basic financial statements of Community
Resources for Independent Living, Inc. (a not-for-profit
Corporation) as of and for the year ended June 30, 2006, and have
issued our report thereon dated November 14, 2006. Our audit was
performed for the purpose of forming an opinion on the basic
financial statements taken as a whole. The accompanying schedule
of expenditures of federal awards is presented for purposes of
additional analysis as required by U.S. Office of Management and
Budget Circular A-133, Audits of States, Local Governments, and
Non-Profit Organizations, and is not a required part of the basic
financial statements. Such information has been subjected to
auditing procedures applied in the audit of the basic financial
statements and, in our opinion, is fairly stated, in all material
respects, in relation of the basic financial statements taken as
a whole.
This report is intended solely for the information and use of
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.
DENNIS L. LORETTE
ACCOUNTANCY CORPORATION
Pinole, California
November 14, 2006
15
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
SCHEDULE OF EXPENITURES OF FEDERAL AWARDS
FOR YEAR ENDED JUNE 30, 2006
PASS-THROUGH
FEDERAL ENTITY
PASS-THROUGH GRANTOR/ CFDA IDENTIFYING FEDERAL
GRANTOR/PROGRAM NUMBER NUMBER AWARDS
Major Program
U.S. Department of Education
Passed through State of 84.169A 26065 $ 330,831
California, Department 84.169A 26065 28,924
of Rehabilitation
Other Programs
U.S. Department of Education
Passed through Centers
for Independent Living 84.132A H132A010032-04 22,189
Programs 84.132A H13 2AO 1 0 032 - 05 64,032
U.S. Department of Housing and
Urban Development
Community Development
Block Grant
Passed through the
City of Dublin 14,218 N/A 10,000
City of Hayward 14.218 N/A 36,887
City of Livermore 14.218 N/A 10,105
U.S. Department of Housing and
Urban Development
Community Development
Block Grant
Passed through the
City of Hayward 14.218 N/A 14,886
Total Awards $ 517,854
The accompanying schedule of expenditures of federal awards includes the
federal grant activity of CRIL and is presented on the accrual basis of
accounting. The information in the schedule of expenditures of Federal
awards is presented in accordance with the requirements of OMB Circular
A-133, Audits of States, Local Governments, and Non-Profit
Organizations. Therefore, some amounts presented in the schedule of
expenditures of federal awards may differ from amounts presented in, or
used in the preparation of the basic financial statements.
16
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
INDEPENDENT AUDITOR'S 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 AUDITING STANDARDS
Page 1 of 2
To: The Board of Directors
Community Resources for Independent Living, Inc.
Hayward, California
We have audited the financial statements of Community Resources
for Independent Living, Inc. (a not-for-profit Corporation) as of
and for the year ended June 30, 2006, and have issued our report
thereon dated November 14, 2006. We conducted our audit in
accordance with auditing standards generally accepted in the
United States of America and standards applicable to financial
audits contained in Government Auditing Standards, issued by the
Comptroller General of the United States.
Internal Control Over Financial Reporting
In planning and performing our audit, we considered Community
Resources for Independent Living, Inc. I s internal control over
financial reporting in order to determine our auditing procedures
for the purpose of expressing an opinion on the financial
statements and not to provide an opinion on the internal control
over financial reporting. Our consideration of the internal
control over financial reporting would not necessarily disclose
all matters in the internal control that might be material
weaknesses. A material weakness is a reportable condition in
which the design or operation of one or more of the internal
control components does not reduce to a relatively low level the
risk that misstatements caused by error or fraud in amounts that
would be material in relation to the financial statements being
audited may occur and not be detected within a timely period by
employees in the normal course of performing their assigned
functions. We noted no matters involving the internal control over
financial reporting and its operation that we consider to be
material weaknesses.
However, we noted other matters involving the internal control
over financial reporting that we have reported to the Board of
Directors in a separate letter dated November 14, 2006.
17
COMMUNITY RESOURCES FOR INDEPENDENT LIVING/ INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD/ CALIFORNIA
INDEPENDENT AUDITOR'S 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 AUDITING STANDARDS
Page 2 of 2
Compliance and Other Matters
As part of obtaining reasonable assurance about whether Community
Resources for Independent Living's financial statements are free
of material misstatements/ 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
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.
DENNIS L. LORETTE
ACCOUNTANCY CORPORATION
Pinole/ California
November 14/ 2006
18
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
INDEPENDENT AUDITOR'S REPORT ON COMPLIANCE WITH REQUIREMENTS
APPLICABLE TO EACH MAJOR PROGRAM AND ON INTERNAL CONTROL
OVER COMPLIANCE IN ACCORDANCE WITH OMB CIRCULAR A-133
Page 1 of 2
To: The Board of Directors
Community Resources for Independent Living, Inc.
Hayward, California
Compliance
We have audited the compliance of Community Resources for
Independent Living, Inc. (a not-for-profit Corporation) with the
types of compliance requirements described in the U.S. Office of
Management and Budget (OMB) Circular A-I33 Compliance Supplement
that are applicable to each of its major federal programs for the
year ended June 30, 2006. Community Resources for Independent
Living, Inc.'s major federal programs are identified in the
summary of auditor's results section of the accompanying schedule
of findings and questioned costs. Compliance with the requirements
of laws, regulations, contracts, and grants applicable to each of
its major federal programs is the responsibility of Community
Resources for Independent Living, Inc. ' s management. Our
responsibility is to express an opinion on Community Resources for
Independent Living, Inc.'s compliance based on our audit.
We conducted our audit of compliance in accordance with auditing
standards generally accepted in the United States of Americai the
standards applicable to financial audits contained in Government
Auditing Standards, issued by the Comptroller General of the
United Statesi and OMB Circular A-133, Audits of States, Local
Governments, and Non-Profit Organizations. Those standards and OMB
Circular A-33 require that we plan and perform the audit to obtain
reasonable assurance about whether noncompliance with the types of
compliance requirements referred to above that could have a direct
and material effect on a major federal program occurred. An audit
includes examining, on a test basis, evidence about Community
Resources for Independent Living, Inc.' s compliance with those
requirements and performing such other procedures as we considered
necessary in the circumstances. We believe that our audit provides
a reasonable basis for our opinion. Our audit does not provide a
legal determination of Community Resources for Independent Living,
Inc.'s compliance with those requirements.
19
COMMUNITY RESOURCES FOR INDEPENDENT LIVING/ INC.
(A NOT-FOR-PROFIT ORGANIZATION)
HAYWARD/ CALIFORNIA
INDEPENDENT AUDITOR'S REPORT ON COMPLIANCE WITH REQUIREMENTS
APPLICABLE TO EACH MAJOR PROGRAM AND ON INTERNAL CONTROL
OVER COMPLIANCE IN ACCORDANCE WITH OMB CIRCULAR A-133
Page 2 of 2
In our opinion/ Community Resources for Independent Living/ Inc.
complied/ in all material respects/ with the requirements referred
to above that are applicable to each of its major federal programs
for the year ended June 30/ 2006.
Internal Control Over Compliance
The management of Community Resources for Independent Living/ Inc.
is responsible for establishing and maintaining effective internal
control over compliance with the requirements of laws/
regulations/ contracts/ and grants applicable to federal programs.
In planning and performing our audit/ we considered Community
Resources for Independent Living / Inc. / s internal control over
compliance with requirements that could have a direct and material
effect on a maj or federal program in order to determine our
auditing procedures for the purpose of expressing our opinion on
compliance and to test and report on the internal control over
compliance in accordance with OMB Circular A-133.
Our consideration of the internal control over compliance would
not necessarily disclose all matters in the internal control that
might be material weaknesses. A material weakness is a reportable
condition in which the design or operation of one or more of the
internal control components does not reduce to a relatively low
level the risk that noncompliance with applicable requirements of
laws/ regulations/ contracts/ and grants caused by error or fraud
that would be material in relation to a major federal program
being audited may occur and not be detected within a timely period
by employees in the normal course of performing their assigned
functions. We noted not matters involving the internal control
over compliance and its operation that we consider to be material
weaknesses.
This report is intended solely for the information and use of
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.
DENNIS L. LORETTE
ACCOUNTANCY CORPORATION
Pinole/ California
November 14/ 2006
20
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
BOARD OF DIRECTORS AND MANAGEMENT
AT
JUNE 30, 2006
Mark Baur, Member
Bruce Blanco, Member
Randy Dana, Secretary/Treasurer
Chris Finn, President
Janet Jones, Vice President
H. Stephen Kaye, Member
Jeffrey A. Rosen, Member
Marty Stenrud, Member
Hazel L. Weiss, Member-at-Large
Samuel R. Wiley Jr., Member
Executive Director
Sheri Burns
21
COMMUNITY RESOURCES FOR INDEPENDENT LIVING/ INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD/ CALIFORNIA
SUMMARY SCHEDULE OF PRIOR YEAR AUDIT FINDINGS
YEAR ENDED JUNE 30/ 2006
There were no prior year findings.
22
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
SCHEDULE OF FINDINGS AND QUESTIONED COSTS
JUNE 30, 2006
A. SUMMARY OF AUDITOR'S RESULTS
1. The auditor's report expresses an unqualified opinion
on the financial statements of CRIL.
2. There were no reportable conditions disclosed during
the audit of the financial statements.
3. No instances of noncompliance material to the financial
statements of CRIL were disclosed during the audit in
accordance with Government Auditing Standards.
4. There were reportable conditions in internal control
over major federal award programs disclosed during the
audit.
5. The auditor's report on compliance for the major
federal award programs for CRIL expresses an
unqualified opinion on all major federal programs.
6. Audit findings that are required to be reported in
accordance with Section 510 (a) of OMB Circular A-133
are reported in this Schedule.
7.
The programs tested as maj or programs
Department of Education, CFDA No. 84.169A.
included
8. The threshold for distinguishing Type A and B programs
was $ 300,000.
9. CRIL was determined to be a low-risk auditee.
B. FINDINGS - FINANCIAL STATEMENTS AUDIT
No matters were reported.
C. FEDERAL AWARD FINDINGS AND QUESTIONED COSTS
No matters were reported.
23
COMMUNITY RESOURCES FOR INDEPENDENT LIVING, INC.
(A NOT-FOR-PROFIT CORPORATION)
HAYWARD, CALIFORNIA
CORRECTIVE ACTION PLAN
YEAR ENDED JUNE 30, 2006
There were no reportable conditions.
24
Attachment D
State of California
BOARD RESOLUTION
~ Original
D Amendment # -
Community Resources for Independent Living
WHEREAS, the Board of Directors of Community Resources for
Independent Living (CRIL) has read the proposed agreement between
the City of Dublin, CA and CRIL and said Board of Directors
acknowledges the benefits and responsibilities to be shared by both
parties to said agreement,
NOW, THEREFORE, BE IT RESOLVED that said Board of Directors
does hereby authorize the following person or persons:
Name of Person Authorized to Si n A reement Title of Person Authorized to Si n A reement
Chris Finn Board President
Sheri Burns Executive Director
of Community Resources for Independent Living on behalf of the
organization to sign and execute said agreement and all amendments
there to, except to increase the financial liability of said organization.
CERTIFICATION
I, the Recording Secretary named below, hereby certify that the
foregoing resolution was duly and regularly adopted by the Board of
Directors of Community Resources for Independent Living at a
meeting of said Board regularly called and convened at which a quorum of
said Board of Directors was present and voting, and that said resolution
was adopted by a vote of the majority of all Directors present at said
meeti ng.
IN WITNESS WHEREOF, I have hereunto set my hand as Recording
Secretary of Community Resources for Independent Living.
Address Where Board Meeting was Held:
Date of Board Meetin
November 30, 2006
Date Si ned
\ 12c:) / c;!
Attachment E
ACORDN
CERTIFICATE OF LIABILITY INSURANCE
OP 10 DATE (MMlDDIYYYY)
COMM002 01 24 07
THIS CERTIFICATE IS ISSUED AS A MATTER OF IN FORMA TION
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POUCIES BELOW.
PRODUCER
Nonprofi t Services Ins. Agency
Dennis Costa
2843 Hopyard Rd. #169
Pleasanton CA 94588
Phone:877-669-5101 Fax: 877-669-5109
INSURED
INSURERS AFFORDING COVERAGE
INSURER A: NIAC
INSURER B:
INSURER C:
INSURER D:
INSURER E;
NAIC#
Comm. Resources for Ind Living
April Monroe
439 A Street
Hayward CA 94541
COVERAGES
i 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 WITH 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,
INl:iK ~~~t TYPE OF INSURANCE POLICY NUMBER ~';!ifI~FF=E P9~~,EX~~'g'~N I..IMITS
LTR DATE MMID DATE MMlDD
GENERAL LIABILITY I EACH OCCURRENCE S 1000000
- LJAMAGE I V Kt:NTt:LJ
A X COMMERCIAL GENERAL LIABILITY 2006-16173-NPO 08/28/06 09/01/07 PREMISES (Eaoccurence) $ 100000
l CLAIMS MADE ~ OCCUR MED EXP (Anyone person) $ 5000
, PERSONAL & AOV INJURY $1000000
-
~ Prof. Liab. inclu I GENERAL AGGREGATE $ 3000000
GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $ 3000000
----: , n PRO- n Emp Ben. 1000000
I I POLICY JECT LOC
sm.."'''' ....."'" I COMBINED SINGLE LIMIT $ 1000000
;
A ANY AUTO 2006-16173-NPO 08/.28/06 09/01/07 (ElIlICCidMl)
! I ALL OWNED AUTOS BODILY INJURY $
j i SCHEDULED AUTOS (Per person)
Ix HIRED AUTOS ! BODILY INJURY $
f-=- I (Per aCCident)
~ NON-OWNED AUTOS
~. PROPERTY DAMAGE 1$
(Per accident)
GARAGE LIABILITY AUTO ONLY - EA ACCIDENT S
! 1-----1 I EA ACC $
! H ANY AUTO OTHER THAN
: I I I AUTO ONLY: AGG $
EXCESS/UMBRELLA LIABILITY EACH OCCURRENCE $
o OCCUR o CLAIMS MADE AGGREGATE $
$
R DEDUCTIBLE $
RETENTION $ $
TTORY LIMITS I IOJH-
WORKERS COMPIiNSATION AND ER
EMPLOYERS' LIABILITY I E.L. EACH ACCIDENT S
i
ANY PROPRIETOR/PARTNER/EXECUTIVE I n. DISEASE - EA EMPLOYEE $
OFFICER/MEMBER EXCLUDED? i
It yes, describe under E.L, DISEASE - POLICY LIMIT $
SPECIAL PROVISIONS below
OTHER i
.
I I
I
I !
! I I I
DESCRIPTION OF OPERATIONS J LOCATIONS / VEHICLES! EXCl.USIONS ADDEO BY EHOORSEME;NT I SPECIALPROVl8lONS Certificate
* 10 days notice of cancellation for nonpayment of premium .
Holder is included as an Additional Insured - Funding Source.
CERTIFICATE HOLDER
CI!rYDUB
CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POUCIES 8& eAHCELLED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30* DAYS WRITTEN
NOnce TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO $0 SHALL
IMPOsE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER,ITS AGENTS OR
Ci ty of Dublin
Parks and Community Svcs. Dept
Attn: Char Young
100 Civic Plaza
Dublin CA 94568
@ACORDCORPORATION 1988
ACORD 25 (2001/08)
01/25/2007
11:5'3
STATE
COMPEN5ATION
INSURANCE'
I=UND
ISSUE DATE: 01~~5-2007
POLICYHOLDER COpy
P.O. BOX 420807, SAN FRANCISCO,CA 94142,-0807
CERTIFICATE Of WORKERS' COMPENSATlON INSURANCE
GROUP:
POLICY NUMBER: 0537734-2008
CERTIFICATE 10; 33
CERilFICAiE EX~t~S: 08-07-2007
08-1)7-2005/00-01-2007
,
li
CITY OF DUBLIN!
PARKS AND COMrIJNI SERVICES DEPT
100 CIVIC PLZ
DUBLIN CA 9456B~2 ,
NB
This is to certify that have issu9d ~ v~lid Workers' Compensation insurance policy in II form apprQVed blJ tha
California lT1$uromce Co i:;:;;ioner to the employer named belovv for the policy period indiclitted
This policy is not ;;ubi...!t to cancellation by the Fund except uponSO days adv.ance written notice to the emf)loyer.
i .
'Ne will also give YOI.i 30 days advance notice ..houlc:l this polioy De cancelled prior to its normal expiration.
This c.....tificate t;>f in$'Jtlea is not an insurance policy ~ do~!/. not an'\$1"ld. eJrtand or altar tho co'll4lrag8 afforded
by 1he policy listed he~t Notwit/lsUnd.ing any r$quireoment. term or condition of any contract or otn;,1r cloCt,lment
with respect to which is e&rtificlIte of insurance may be is~d or to which it may pertain. the insufllm:e
afforded by the t:lo1iCY $cribed h$f(lln is $Ubject to all the terms, excl\.lStons,. and conditions, of stiCh policy.
~~ ~
\.JrrlORIZCD REPREJ~ATI(J FReSIDeNT
EMPLOYER'S LlABILJrV LIMIT INCLUDING DEFENSE COSTS; $1,000,000 PER OCCURRENCE.
ENDORSEIIIEHT 62065 NTITLEO CERTIFICATE HOLDERS' NOTICE EFFECTIVE 08-07-2000 IS
ATTACHED TO AND A PART OF THIS POLICY.
EM?l..OYER
i
i
I
I
i
II
~
COMMUNITY RESOURCES FOR INO~ENDENT LIVXNG.
INC. (A NON-PROfIT CORP.)
438 A Sf
HAYvARa CA 94541
lREV.2'05~
[ClA,GNJ
PRINYED 01-25-2007
NiJ.734
Q003
NIl
Attachment F
City of Dublin
Fiscal Year 2007-2008
Application for Funds
ApPLICATION VERIFICATION
I attest that the information contained in this FY 2007-2008 grant application is accurate and that
the funds requested will not supplant any other monies secured by the organization.
Attached is a resolution, letter, or other docllll1ent providing evidence that the Board of Directors
approved the application as submitted. Successful applicants are required to submit a summary
report as soon as possible after submitting the reimbursement request, but not later than August
30,2008. Failure to submitareport will result inineligibility for future funding.
Signatures:
Executive Director
---
I
Date
'.....''''...,
-~,-...'t,.......,." "
/'
L
\J(,~
Board President/Chairperson
Date
SECTION 2
Page 11 of 16
Attachment G
City of Dublin
Fiscal Year 2007-2008
Application for Funds
COLLABORATION AGENCY
AFFIDAVIT FORM
o This form is to be completed by each collaborating organization as named by the
applicant agency in the proposed project/program.
o Completed forms must be submitted at time of application.
Collaborating Agency Name: CARD -- Collaborating Agencies Responding to Disasters.
Agency Division/Department: N/A
Project/Program Title: N/A
Project/Program Role Description (i.e., facility space, staff support, etc.):
CARD will provide technical assistance, as well as culturally appropriate disaster
preparedness and response training and educational materials to support CRIL in
achieving their stated goals. We will also support bringing community and media
awareness to this critical initiative.
Agency Project/Program Contact Person: Ana-Marie Jones
Title: Executive Director
Phone: (510) 451-3140 Email: AMJ@firstvictims.org
I attest that the applicant agency and our organization agree to work collaboratively to implement
the proposed project/program as identified in the FY 2007-2008 funding application.
Jl
lanuary 23. 2007
Date
Project/Program Contact Person
Date
SECTION 2
Page 12 of 16
;..':'~'"~...;..~~"~~,,,~~.!Il,t)l, lilll ,I'H"'t.~"'~Iii'iW.t..wr_~,:_~~~!<\!lllIN\~N@~~m'4",A""WltlIi"'it,;w:;'ihi40if::o::m :w:;!:*"nilWiiPlll'<t.l:_ilIl,,":;:""n:"im~~;:"./lIIl<~li.~R'lM:~<iliOOjmd'i::\:#''''"
Attachment H
(CRIL Intake)
COMMUNITY RESOURCES FOR INDEPENDENT LIVING (CRIL) INTAKE FORM
Circle your primary language: 1. English 2. Espanol 3. Ji*~ 4. ifm- 5. ~1J 6. Other
(Cantonese) (Mandarin) (Farsi)
Other languages spoken:
Date: / /
Last Name:
Phone: ( )
Legal First name:
Other phone: ( )
M.1.
Sex: M
Preferred Name:
F
Mailing Address: City: State:
Zip code: County: Email: Birth date: / /
What is your most pressing need (service):
Check all the services requested: 0 1. Advocacy/Legal (Benefits) 0 2. Assistive Devices 0 3. Children's
o 4. Communication 0 5. Family 0 6. Housing/Home Mod/Shelter 0 7. IL Skills Training
o 8. I&R 0 9. Mobility Training 0 10. Peer Counseling 0 11. Personal Assistance
o 12. Preventative 0 13. Transportation 0 14. Youth 0 15. Vocational 0 16. Other
Do you identify as Hispanic/Latino for your Ethnicity? Yes No
Please circle all Race categories that additionally apply: 1. American Indian or Alaskan native 2. Asian
3. Black or African American 4. Native Hawaiian or Pacific Islander 5. White or Caucasian 6. Other/Decline
Please circle your current living arrangement: 1. Family or friends 2. Independent 3. Homeless 4. Institution
If homeless, in which city did you sleep last night?
How many in household? Are you head of the household? Yes No Single parent? Yes No
Number of children under 18? Monthly individual income: $ Monthly household income: $
Please check all of the following disability categories that apply:
o Cognitive List: 0 Emotional/Mental List:
o Physical List: 0 Other List:
o Hearing List: 0 Vision List: 0 Multiple disability List:
Please check any of the following specific disabilities that also apply:
o Traumatic Brain Injury 0 Learning Disability 0 Developmental Disability
See back of this form for additional information.
2.
3.
4.
5.
General Assistance (CalWorks, Welfare)
Worker's Compo Unemployment
Pension
Work
Name of company:
2. Medi-Cal 3. HMO:
Other Assistive Technology? Yes:
4. Other:
5. None
No
JQ 1-2007
Attachment I
(CRlL Survey)
~RIh!
/t~$lrose? ~
Satisfaction Survey
This survey will be kept confidential and only used for statistical analysis. If you need
assistance with completing this form, please ask a CRIL staff member.
Thank you.
What City do you live in? :
Name (Optional):
Name of CRIL staff person seen today:(Optional)
Date:
1. The concerns that brought me to CRiL were adequately addressed:
D Strongly
agree
o Tend to
agree
D Tend to
disagree
D Strongly
disagree
2. What type of services did you receive from CRIL?
o Information and referral 0 Transportation services
D Assistive devices/equipment D Vocational services
D Housing services D Advocacy
o Mobility training D Peer counseling or support
D Youth transition services D Benefits counseling
D Personal assistance services D Recreation
D Independent living skills/ D Americans with Disabilities Act
life skills training technical assistance
D Other (Please specify):
3. After making your first request for services, to what degree were you included in
the development of your Independent Living Plan or setting goals, outcomes or
objectives?
D Very
included
D Moderately
included
D Moderately D Very
excluded excluded
D Not needed
/applicable
4. Were services and informational material you received presented to you in an
accessible, understandable format?
DYes D No D Not applicable
(Over)
5. Have you benefited from services you received?
DYes D No
6= Have your visits to CRIL given you a greater feeling of independence and ability
to control your own life and make your own decisions?
DYes DNa
7. Overall, how would you describe the quality of services that you received from
CRIL staff?
D Excellent
D Good
D Moderate/Fair
D Poor
8. Are there any services that would improve your independence that are not
available in your community? (Please list)
Additional Comments:
Your input is great{yappreciated.
Thank you for your time!