HomeMy WebLinkAboutItem 8.1 2004-05 CDBG Apps CITY CLERK
File#
AGENDA STATEMENT
CITY COUNCIL MEETING DATE: February 3, 2004
SUBJECT: Community Development Block Grant (CDBG) Program for Fiscal
Year 2004/2005 - Project Applications
Report Prepared By: Julia Abdala/Housing Specialist
ATTACHMENTS: 1. Chart showing 2004/2005 CDBG Allocation for Dublin
2. Table of Applicants for Funds
3. CDBG Applications:
A. City of Dublin - Sidewalk Ramps
B. Dublin Housing Authority - EVA Road Repair
C. Financial Contribution as Agreed in PartiCipating
Jurisdiction Agreement with Livermore, Pleasanton and
County of Alameda for Rehabilitation and Purchase of
Sojourners House, Family Crisis Center
D. Senior Support Program of the Tri-Valley
E. Tri-Valley Haven - Domestic Violence Shelter
F. Tri-Valley Haven - HOPE Van
G. Spectrum Community Services, Inc. - Meals on Wheels
H. Easter Seals Bay Area -Kaleidoscope After-School
Program
Ii Bay Area Comm. Svcs. - Valley Creative Living Center
J. Allied Housing Inc. - Carmen Avenue Project
RECOMMENDATION: Direct staff to submit apPlications for $ 99,108 in CDBG funding for
Fiscal Year 2004/2005 as outlined below:
· Dublin Housing Auth. - EVA Road Repair $ 29,791
· Annual Contribution toward Acquisition/
Rehabilitation of Tri-Valley Haven's Sojourner
House as agreed in the Participating Jurisdiction
Agreement between the Cities of Livermore,
Pleasanton, Dublin and County of Alameda $ 5,427
· Senior Support Program of the Tri-Valley $ 9,500
· Tri-Valley Haven Domestic Violence Shelter $15,000
· Specmun Community Services-Meals on Wheels $ 5,000
· Easter Seals Bay Area-Kaleidoscope After-School $10,000
· Housing Rehabilitation $17,790
· Program Administration $ 6,600
TOTAL: $ 99,108
cOPIES TO: Grant Applicants
ITEM NO. ~
FINANCIAL STATEMENT: (see discussion below)
DESCRIPTION:
The City has participated in the Alameda County Urban County Housing and Community Block Grant
(CDBG) Program since 1982. During this current Fiscal Year (Fy 2003/2004), the City received $100,980
in CDBG funding. These funds were allocated as follows:
1. Jurisdiction Improvement Projects (broken down as shown below) $ 49,445
· City of Dublin - Sidewalk Ramps $15,445
· Dublin Housing Authority - Roof Repair Arroyo Vista $ 34,000
2. Public Service Programs $ 39,508
· Senior Support Program of the TriValley $ 9,508
· Tri-Valley Haven's Domestic Violence Shelter $15,000
· Spectrum Community Svcs - Meals on Wheels $ 5,000
· Kaleidoscope After School Program $10,000
3. Rehabilitation Participating Jurisdiction Agreement for Tri-Valley
Haven's Sojumers House, Family Crisis Shelter $ 5,427
2. Housing Rehabilitation (Minor Home Repair/Grants) - $ 0
3. City General Administration $ 6,600
DUBLIN'S TOTAL 2003/2004 CDBG FUNDING $100,980
CDBG FUNDED pROJECT STATUS FOR CURRENT FISCAL YEAR
City of Dublin - Handicap Sidewalk Ramps - $15,445
The City will be constructing 13 concrete handicap ramps at various curb returns within the residential
areas of Dublin. The project will be out to bid this month (February) and will be going for Council shortly
thereafter. It is anticipated that all 13 ramps will be completed by the end of June 2004.
Dublin Housing Authority - Arroyo Vista Improvements $34,000
The Dublin Housing Authority received CDBG funds for this fiscal year to repair and/or replace, leaking
and damaged roofs in approximately 7 Arroyo Vista residential buildings. With additional funding from
the Housing Authority's own Capital Improvement FundS the current year will complete the re-roofing of
all buildings within Arroyo Vista.
Tri-Valley Haven - Domestic Violence Shelter - $15,000
Tri-Valley Haven received CDBG funds to augment the provision of services to Dublin residents. This
year Tri-Valley Haven is diViding the funding from the City of Dublin between the Domestic Violence
Shelter and associated services and their Homeless Shelter and associated services, This year domestic
violence services that are provided include services for up to three (3) Dublin residents at the domestic
violence shelter and crisis line services. At this time over 40 Dublin resident, s have been assisted through
the Crisis Hotline. Homeless services are to be proVided to at least 140 reSidents, currentlY over 94
Dublin residents have received some form of homeless services.
Senior Support Program of the TriValley- $9,508
Senior Support Program is currently providing services for seniors in Dublin. The services offered
include senior health screening, case management, Partners in Safety, Drug and Alcohol assistance, in-
house reassurance (friendly visiting), choreworker registry services, in-home counseling and information
and referral. So far fourteen (14) seniors have been provided with case management services. The goal is
to assist 20 seniors by the end of this fiscal year.
Spectrum Community Services - Meals on Wheels Program - $5,000
Spectrum Community Services proposed to provide an average of 12 meals delivered daily to homebound
seniors in Dublin. Currently 21 seniors within Dublin are receiving meals, daily, through this program.
Easter Seals Bay Area- Kaleidoscope After School Program for Youth - $10,000
Easter Seals was awarded $10,000 to assist in providing 3 Activity Coordinators for the Kaleidoscope
After School Program. So far three Activity Coordinators have been provided to serve 44 clients in the
program. Three of the clients are members of families living in City of Dublin.
FISCAL YEAR 2004/2005 CDBG ALLOCATION
The County of Alameda has received the final figures from HUD for distribution of CDBG funds to the
Urban County Cities, including Dublin. This year the County received $45,000 less in CDBG funds for
distribution. This reduction resulted in Dublin receiving $99,108 instead of $100,980,' or $1,872 less than
the amount received last year.
The Alameda County Housing and Community Development Department - Urban County Staff (County
HCD) uses a formula for determining the amount of funds that may be used for certain project categories.
The CDBG funds for next Fiscal year may be Spent as follows:
Jurisdiction Improvement Projects $ 29,791
Housing Rehabilitation (mandatory) + $17,790
Rehab. Provided for TriValley Haven in 2002. $ 5,427 annually
Public Service Programs $ 39,500
(15% of grant plus County approved additional sum)
General Administration $ 6,600
TOTAL $99,108
The City has flexibility in the distribution of the Jurisdiction Improvement Projects category and in the
General Administration funds. Every year the County will dedicate a percentage of each Urban County
city's CDBG funds toward the County of Alameda's Housing Rehabilitation Program. This program is
available for residents within each of the respective Urban County cities as well as the Unincorporated
County. Additionally the County of Alameda contracts with two service providers to provide Fair
Housing Services throughout the Urban Cities as well as the unincorporated county area. In Dublin the
Fair Housing Service Provider is 'ECHO Housing.
The City received ten proposals for use of the CDBG funds. In addition the City is committed to provide
funding in the amount of $5,427 to Livermore per the Jurisdictional Participation Agreement entered into
for the rehabilitation of Tri-Valley Haven's Sojourner House Family Crisis Center.
After the City Council decides how the City's CDBG project funds will be distributed, the appropriate
applications must be submitted to the County HCD by February 6, 2004. Because the City participates in
the Urban County CDBG Program under an annual agreement, it is necessary to apply for CDBG funds
for specific projects annually. Once the County HCD reviews and approves Dublin's project applications,
a program agreement between the City and the County HCD will be drafted, which the City Council will
need to authorize. The final City-County agreement will then be submitted to the federal Housing and
Urban Development Department in June of this year.
CDBG JURISDICTION IMPROVEMENT PROJECTS FOR CONSIDERATION
The organizations and projects requesting funding from the City of Dublin's 2004-2005 CDBG funds
follow:
City of Dublin - Sidewalk Access Ramps for Handicapped Accessibility - Requesting $92,400
Staff Recommends $ 0
In the current year (2003-2004) this program received $15,445, since more funds were available. Because
the demand for Dublin's CDBG funds is strong this year and the amount the City will receive has
decreased Staff reCommends deferring this program until future years and not providing any funds during
2004-2005.
Dublin Housing Authority -~Public Facilities and Improvements - Requesting $30,000
Staff Recommends $29,791
The Dublin Housing Authority has requested $ 30,000 in CDBG funds to dig up and replace
approximately 640 feet of emergency vehicle access (EVA) road along Alamo Creek. The erosion from
the creek bed has Caused cracks and slipping on the existing road. The Housing Authority Staffhas been
continuously patching and repairing, yet the road continues to deteriorate. The requested funds would
serve to provide a new road at the north end of the Arroyo Vista development. When Park Sierra was
constructed, an easement was granted in return for EVA road repairs to the south end of the road. At that
time Shea Properties replaced this portion of the road and it remains in good condition. Now the Housing
Authority Staff would like to similarly replace the north end of the same road.
Staff is recommending a slightly lower amount of fimding than the Housing Authority requested simply
because this was all that could be awarded to the Housing Authority and still provide sufficient funds to
the other service providers.
City of Livermore - Contribution of Repayment of Section 108 Loan - City Committed to $5,427
Staff Recommends - $ 5,427
The City of Dublin entered into a Participating Jurisdiction Agreement with Livermore, Pleasanton and
the County of Alameda to pay back money borrowed for the purchase and rehabilitation of Tri-Valley
Haven's Sojourner House Family Crisis Shelter (see Attachment 3C). The City of Dublin's commitment
4%7
is to provide $5,427 annually, for ten years, to assist Livermore in paying back a HUD Section 108 loan
retained to assist the Family Crisis Shelter. 2004-2005 would be Year 3 of our commitment to pay this
amount to the City of Livermore.
Senior Support Program of the Tri-Valley Requesting $ 9,508
Staff Recommends $9,500
Senior Support Program has requested $9,508 to provide case management services for 20 new seniors
living in Dublin. Case management services involve making an initial assessment of a senior's living
situation and needs. The assessment consists of an evaluation of the senior's physical, mental and
emotional status and needs as well as an assessment of the needs for assistance with dailY living activities.
Staff recommends funding this program at their requested amount (rounding the grant). Senior Support
Program has consistently provided services to seniors in Dublin and has exceeded their goal presented in
contracts with the City. As the City constructs a new Senior Center and provides senior housing these
services may become more valuable and used.
Tri-Valley Haven - DOmestic Violence Shelter/Homeless Shelter Requesting $ 20,000
staff Recommends $~15~000
Tri-Valley Haven has requested $20,000 to support providing domestic violence services to at least three
(3) Dublin residents at the domestic violence shelter, to provide Case Management for homeless services
to at least 165 Dublin residents and to provide community education and preventative presentations to
various service organizations in Dublin (see Attachment 3E). Tri-Valley Haven has two domestic violence
shelters with 30 beds where families may stay for up to three and a half months. The organization also
has a family crisis shelter, Sojourner House, in Livermore and two offices in Pleasanton to better serve
Dublin residents. Staff recommends slightly less funding than requested due to insufficient CDBG
funding available given all the social service organization applications and the need to share the City's
limited CDBG funds with these other groups.
Tri-Valley Haven - HOPE Van Requesting $5,000
Staff Recommends $ 0
' Tri-Valley Haven is also requesting $5,000 to assist in operating their HOPE Medical Van. The HOPE
Van provides mobile medical, counseling and social services to homeless or near homeless individuals.
While the Van is an established and well running service, at this time Staff recommends not funding this
program because there is insufficient money to add additional programs during the 2004-2005 fiscal year.
Spectrum Community Services, Inc. - Meals on Wheels - Requesting $ 5,189
Staff Recommends $ 5,000
Spectrum Community Services, Inc. is requesting $5,189 in CDBG funds to continue funding a route of
food delivery to homebound seniors in the City of Dublin through their Meals on Wheels Program,
For 2004-2005 Spectrum Community Services is proposing to increase the number of low-income Dublin
residents receiving hot meals at home from 12 to 20 on average. Meals on Wheels is a well known and
well regarded program that assists in providing nutrition to homebound seniors. Meals are individually
packaged, counted and placed in route-specific delivery equipment, and placed in the driver's car for
immediate delivery. All meals and food items are delivered within 2 hours of packaging, as required to
satisfy food safety standards.
During the current fiscal year Spectrum Community ServiCes has exceeded the number of seniors they
intended to assist and have done a good job of providing this services. Staff recommends that this
organization be funded again for 2004-2005. The amount was reduced to round out the grant and to better
distribute the CDBG funds that Dublin is awarded.
Easter Seals Bay Area - Kaleidoscope After School Program Requesting $ i 0,000
Staff Recommends $10,000
Easter Seals Bay Area is requesting $10,000 for increased oppommities for inclusion for their After
School ACtivities Program (see Attachment G). The $10,000 would provide for the time spent by three
Activity Coordinators on various functions that make it possible for us to continue providing a high
quality program, including 1) developing the program and consulting with the behaviorist, 2) contracting
other organization to plan activities, 3) coordinating each young person's individualized service plan, 4)
meeting with parents to review and update their child's individual service plan, 5) developing and
conducting parent education programs, 6) overseeing health and safety issues, 7) coordinating with
providers who transport youth, 8) attending job fairs and other recruiting mechanisms, and 9) attending
staff meetings and professional development programs.
Staff recommends funding this program at the current amount and encouraging them to work toward
providing services to more Dublin residents.
Bay Area Community Services - Valley Creative Living Center - Requesting $ 5,000
Staff Recommends $ 0
Bay Area Community Services is requesting $5,000 in funding for their Valley Creative Living Services
Program. This CBO assists clients with a history of severe and persistent mental illness in functioning as
independently as possible, by offering a variety of groups and support services. In-house job skills
training groups as well as skill building, budgeting, money management, cooking and other living skills
are taught.. Dublin CDBG funds would be used to support the salary of a licensed individual prOviding the
training and groups.
While these are valuable services proVided at the Creative Living Center in Pleasanton, staff recommends
that because of reduced funding and high demand for CDBG dollars, the City not consider funding a new
organization at this time.
Allied HouSing, Inc. - Carmen Avenue Project Requesting $30,000
Staff Recommends $ 0
The Carmen Avenue Project is an affordable housing development in Livermore currently being planned
to provide 30 units of affordable, permanent supportive housing to survivors of domestic violence and
disabled households. Total estimated cost of the project is $10,135,510 at this time. Staff has spoken
with the Executive Director of Allied Housing, Inc. to establish the most current financing plans for this
project. Allied Housing, Inc. plans to finance this project with a tax-exempt bond and 4% tax credits.
They would also be applying for the State Multifamily Housing Program (MHP) funds. Allied Housing
plans to apply to the County of Alameda for $593,500 in HOME funds. Pleasanton will be taking a
request for $100,000 in HOME funds to the Pleasanton Housing Commission, Livermore will be taking a
request to the City Council to contribute $1,653,513 in In-Lieu fees and $213,626 in CDBG/HOME funds,
and San Ramon and Danville will be asked to apply to Contra Costa County for $60,000 in CDBG funds
toward this project.
6~
There is also Supportive Housing assistance from the Federal government and private grantS as well as
Affordable Housing Program (AHP) funds from the Federal Home Loan Bank. The rationale for
requesting funding from the various municipalities is that the project will serve special needs houSeholds
throughout the region.
Staff recommends not providing funding for this project, at this time. The City of Dublin receives
substantially less than either Pleasanton or Livermore in CDBG money and no funds in the HOME grant
at all. Additionally, Dublin is currently engaged in developing the first affordable senior project in this
City. If CDBG funds were to assist with an affordable housing project, the Dublin Senior Housing
developed and operated by Eden HoUsing, Inc. should receive priority over a development in another
municipality.
Finally, Allied Housing, Inc. does not have most of their funding sources tied down. The developer plans
to apply for tax-exempt bonds and tax credits but has not done so at this time. Thus far there is r)o
guarantee that Allied Housing would be successful with that application. Allied Housing, Inc. also plans
to apply for the State's Multifamily Housing Program (MHP) this funding source may take some time to
secure as well. None of the other cities have received approval for use of the funds requested of them, at
this point either.
CONTRACTS WITH AGENCIES PROPOSING NON-CITY PROJECTS
If the Council approves funding for the various non-City projects, Dublin would need to enter into a
separate contract with each agency for purposes of project administration and fund tracking purposes.
· All of the above projects meet the CDBG program's national objectives of benefiting Iow and moderate
income.persons or homeless or persons with physical disabilities and, they are ail eligible uses of CDBG
funds. However, the total amount requested for all projects exceeds Dublin's total CDBG funding
allocation f or 2004-2005.
STAFF RECOMMENDATION
Direct staff to submit applications for $ 99,108 in CDBG funding for Fiscal Year 2004/2005 as outlined
below:
· Dublin Housing Auth. - EVA Road Repair $ 29,791
· Annual Contribution toward Acquisition/
Rehabilitation of Tri-Valley Haven's Sojoumer
House as agreed in the Participating Jurisdiction
Agreemem between the Cities of Livermore,
Pleasanton, Dublin and County of Alameda $ 5,427
· Senior Support Program of the Tri-Valley $ 9,500
· Tri-Valley Haven Domestic Violence Shelter $15,000
· Spectrum Community Services -Meals on Wheels $ 5,000
· Easter Seals Bay Area-Kaleidoscope After-School $10,000
· Housing Rehabilitation $17,790
· Program Administration $ 6,600
TOTAL: $ 99,108
7%n
APPLICANTS FOR CDBG FUNDS 2004-2005
Applicant Program Amount Amount Amt. staff
Requested receive this recommends
04-05 year 03-04 year 04-05
A. City of Dublin Sidewalk Handicap $92,400 $ 15,445 $ 0
Public Works Dept. Ramps
B. Dublin Housing Alamo Creek EVA $30,000 $34,000 $29,791
Authority Improvements
C. Participating Sojourner's House $5,427 $ 5,427 $5,427
Jurisdiction Family Crisis Center (Dublin eom-
Agreement mitted by
w/Livermore agreement)
D. Senior Support Case Management and $10,891 $ 9,508 $ 9,500
Program friendly visits at home
E. TriValley Haven Domestic Violence $ 20,000 $15,000 $15,000.
Shelter & Homeless
Services
F. TriValley Haven HOPE Van $ 5,000 $ 0 $ 0
G. Spectrum Meals on Wheels $ 5,189 $ 5,000 $ 5,000
Community Svcs.
H. Easter Seals Bay Kaleidoscope After- $10,000 $10,000 $10,000
Area School Program
I. Bay Area Valley Creative Living $ 5,000 $ 0 $ 0
Community Svcs. Center
J. Allied Housing Carmen Ave. Afford. $30,000 $ 0 $ 0
Hsg. Development
K. County of Alameda Minor Rehab. $17,790 $ 0 $17,790
L. City of Dublin Administration $ 6,600 $ 6,600 $ 6,600
TOTAL $238,297 $100,980 $99,108
ATTACHMENT 2
ALAMEDA COUNTY HOUSING & COMMUNITY DEVELOPMENT
PROJECT APPLICATION FORM
2004/2005 PROGRAM YEAR
1. Project to serve/be located in: City of Dublin
2. Organization to be funded: City of Dublin - Public Works Department
3. Address/Location of project: Various locations within the City of Dublin
4. Project title: Handicap Ramps for SideWalks
5. Activity type (from attached 10 - Removal of Architectural Barriers
list of eligible activities):
6. Description: Install approximately seventy (70) pedestrian curb ramps at various curb returns. This
is part of Dublin's Sidewalk Program and the work will be dOne at various locations within residential areas.
7. Indicate how this project will benefit Iow to moderate income households: This project is in
compliance with the Americans with Disabilities Act Public Law 101-336, requiring facilities and programs
which receive public funds to be accessible and usable by People with disabilities and meets the needs of
handicapped residents in the area.
8. Schedule - List major benchmarks in the development and implementation of project. Include expected
completion date. (For example, project survey and design, acquisition, construction-start, construction-
completion.)
9. Benchmarks: Date:
Contractor Bid Award January 2005
Ramp Construction Completion March 2005
Project Completion (close-out) April 2005
Submitted by: Ferdinand Del Rosario [ Title: I Senior Civil Engineer
Address: City of Dublin, 100 Civic Plaza
City, State, Zip Dublin, CA 94568
Telephone #: (925) 833-6630 Fax #: (925) 829-9248
Tax Payer ID: 94-2825202
Paae 1
ATTACHMENT 3A
10. Project Benefit:
A. Identify the area that the project is serving (i.e., site Citywid¢
address, citywide, census tract(s), and/or service
area):
areas to be served and/or beneficiaries of project. ~:~:~:~'~,~
C. Identify type of beneficiaries which correspond to N/A Presumed Benefit
matrix code using the attached table:
1. Number of beneficiaries:
2. Number of beneficiaries with income less than 50
percent of the County median, if applicable:
3. Number of beneficiaries with income between 50
and 80 percent of County median, if applicable:
4. Total (2+3):
5. Percent (4 divided by 1 and converted to %):
D. Source(s) of data: ,
11. Project meets which of the following National Objectives as defined in CDBG Regulations:
1. Benefits low and moderate income households: ( )Area (X)Limited Clientele ( )Housing ( )Jobs
If using A Area@ benefit, ensure that city/census tract is at least 51% low/moderate income
based on the 2000 Census. This is the only criteria for A Area@ benefit B surveys of block
groups are no longer eligible.
B. Aids in the prevention or elimination of slums or blight
X C. Meets regulatory provision for an activity designed to meet a community development need having a
particular urgency
12. Budget Projection:
$92,400
A. Estimated total cost of project:
B. Estimated funding from all sources: $92,400
Source #1: 2004/2005 CDBG funds requested $92,400
Source//2:
Source #3:
NOTE: Sum of Source//1-3 should equal "12A" above.
Pa~e 2
C. Estimated budget by funding source (use appropriate categories depending on project):
Funding Source #1 Funding Source #2 Funding Source #3
Design/Engineering
Property Acqttisition
Construction Contracts
(Rehab, Land Prep.)
Staff Salaries & Benefits
Office Expenses
Contract Services
Relocation Expenses
Total
13. Agency Description: Attach a description of the agency or project including history, staffing, and current
capacity.
14. Environmental Review Requirements: Source documentation requested below includes, but is not
limited to: 1)personal experience of the individual completing the application [include name, title and
date]; 2) another individual experienced with the subject [include name, title and date]; 3) publication
or other documentation [include title and date], etc.)
Category Source Documentation
A. Itistoric Preservation: Is there any historical
significance to the site or property?
B. Floodplain Management: To be completed by County staff.
C. Wetlands Protection: Are there any wetlands that will
be affected by this project?
D. Coastal Zone: None in Alameda County.
E. Sole Source Aquifers: (April 1990 Memoranda of Understanding
[HUD EPA MOU of 1990]).
F. Endangered Species: Use personal experience or N/A - Urbanized Area - Personal
contact the National Wildlife Association to determine if Experience - Lee Thompson, Director of
there are endangered species presem in or around the Public Works 01/03
r>roiect site. If the area is already urbanized, note this
Paze 3
Category Source Documentation
citing your personal experience. Include the name and
title of the individual making the determination and the
date, or the name of the publication that supports the
finding.
G. Wild and Scenic Rivers: None in Alameda County.
EI. Air Quality: Use personal experience or obtain N/A - No.significant impact - Personal
information from local Planning Department or EPA Experience - Lee Thompson, Director of
regarding the effect of air quality in the area of the Public Works 01/03
project. Include the name and title of the individual
making the determination and the date, or the name of
the publication that supports the finding.
I. Farmland Protection: Use personal experience or the N/A - Urbanized Area - Personal
local Planning Department to determine whether or not Experience - Lee Thompson, Director of
the site will affect local farmlands. If the site is already Public Works 01/03
urbanized, note this citing your personal experience.
Include the name and title of the individual making the
determination and the date, or the name of the
publication that supports the finding.
J. Noise Abatement and Control: To be completed by County staff.
K. Explosive and Flammable Operations: Use personal N/A - Urbanized Area - Personal
experience or obtain information from the local fire Experience - Lee Thompson, Director of
chief or EPA to determine if the project is located an Public Works 01/03
acceptable separation distance from any above-ground
explOsive or flammable fuels or chemical containers:
Include the name and title of the individual making the
determination and the date, or the name of the
publication that supports the finding.
L. Toxic Chemicals/Radioactive Materials: Use personal N/A - No significant impact - Personal
experience or the local fire chief to determine that the Experience - Lee Thompson, Director of
project is not located within 2000 feet of a toxic or Public Works 01/03
radioactive site. Include the name and title of the I
individual making the determination and the date, or the
name of the publication that supports the finding.
M. Airport Clear Zones and Accident Potential To be completed by County staff.
G:\MAINTENANCE PROJECTS\SIDEWALKk2004-2005\cdbg application handicap ramps.2004-2005.doc
Pa~e 4
7'~ 0 Respond
Arroyo Vista Office
DUBLIN HOUSING AUTHORITY 670o .Dougherty Rd. #151
Dublin, CA 94568
N0~/ ~. ~ ~O~a Administrative Office
22941.Atherton St.
; DuEtL'II~ PLANN~I~i~iG Hayward, CA 94541
NOvember 25, 2003 (510) 538-8876
City of Dublin
Attn: Julia Abdala
100 Civic Plaza
Dublin, CA 94568
Dear Ms. Abdala:
I am herein responding to the City's request for proposals'for CDBG funds for the 2004-2005
funding year. The following information' supports the responses contained i.n the City's. Project
Application Form.
1. Description
The Arroyo Vista development is comprised of 150, public housing, single family homes: The
development has a concrete road that winds along behind it (see enclosed map). The road was
constructed principally as an access for HoUsing Authority staff, police, fire and emergency
vehicles to reach the rear areas of the development. It also ties in to the Iron Horse Trail and
Amador ValleY Blvd. by virtue of two pedestrian paths. As such, the road is used by both
emergency personnel,.Housing Authority staff and the general public, who use 'it for both
transportation and recreation..
This access road runs along the Alamo Creek in one area and erosion from the creek bed has
caused cracks and slipping. Staff has addressed this by continuously patching and repairing the
road. Several permanent repairs were attempted and failed. Staff is proposing to dig up and
replace approximately 640 feet of the road at the north end of the development. When the Park
Sierra development was constructed behind this development an easement was granted in
return for road repairs on the south end of the road. In lieu of repairs the developer replaced a
portion of the road. Staff anticipates a similar replacement.
2. The Executive Director for the Dublin Housing Authority is Ophelia Basgal, resume attached.
3. The principal contact wil'l be: Thomas Makin, Deputy Director for Operations, 22941 Atherton
St., Hayward, CA 94541, (v) 510-727-8516, (f) 510-886-1964, tomm@haca.net.
4. The goal is to replace and repair the north section of the access road using CDBG funds and
Housing Authority capital' funds.
5. Schedule-of-work
· Upon receipt of'the signed agreement staff will prepare bid. specification and request
bids. August 2004
ATTACHMENT 3B
· . BidS will be .received and awarded.'November 2004'
· :ConStruction activities will commence..December 2004
· Construction'activities'will be completed. March 2005
· City will be billed for CDBGgrant. April 2005
6. The program will provide a barrier free access to the rear of the.property and paths that
connect 'to the Iron ,Horse trail and Amador Valley Blvd. from Arroyo Vista,"When cracks in the
roadway appear they impede thOsewith ambulatOry disabilities from using the road as a .path of
travel.
7'. Budgeting
Overall Budget of $69,000 comprised of $30;000 in CDBG funds, $34,000 in Capital funds and
$5,000 in Housing Authority staff administrative services.
8. See enclosed application.
We appreciate tlie assistance the City has provided in the past and Iookforward to Working with
yo0 again. If you have any questions or require further information please.contact me at 510-
727-8516.
Sincerely,
Thomas Makin
Deputy Director for .Operations
CC: CDBG file
Encl..Application form, site map, Ophelia Basgal reSume, Agency Description
PRO.CT APPLICATION FO~
2004/2005 PROGRAM
I. Project to sene/be located in: Dublin · -.
2. ...Organization to be funded: i Dublin Housin9 Authority ~ .....
3. Address/Locationofproject:} 6700 Dougherty Rd.
4. . Projecttitte: ArrOyO V. isla Fire Road Repair
5. Activi~ type '(from a~aehed
list af eligible activities),: Construction Contract '
6. Description: Repair fire' access road where erosion' has caused it to slip,
causin9 a.potentially hazardous condition.
7. Indicate how this project will benefit low to moderate income households: Allow better
access for fire and emergency vehicles Redu'ce hazards for those usin9
the road as a pedestrian lhoroughfare.
8. Schedule - List major benc~ks in the development ~d ~plementationof project, include expected
completion date. (For exmple, project survey ~d desi~, acquisition, constmction-st~, co~ction-
completion.) -Specification preparation
-Award bid/ Sign ~.ontracts
-Commence construction activities
-Complete construction activities
9.~ Benchmark: Date:
Prepare bid specifications and 9o out to bid 8/'1
Award bid and. si9n contracts. 11/~/0q
Commence construction activities 1.2/1
Complete construction activities 3/?/05
Submitted by: Thomas Makin: Tide: .} Deputy Director' for Operations
Address: 229~1 Ather~on Street'
City, State, Zip Hayward, CA
Telephone g: (510) 727-8516 Faxg: (5~0) 886-196q
Tax Payer ID: .9~-3021 3g0 E-maik Tomm0haca. net
10. Project Benefit:
6700 Oougherty Rd.,Dublin
A. Identify the'areathat the project is serving (i.e., site Also neighboring residents
address, affected census tract(s), eitywide, or service area):
....
~e~ rd be served and/or benefici~ies of project.
01 People
C. .Identi~ ~e of accomplis~nent (¢ of people; g of 04 Households
hous~g mira; ~ ofpubtic hcilities). See aaachmentfor 08 Bus~esses
clari~ of which accompl~hments can be used with each Org~izadons
project ~pe. t 0 Hous~g Units
11 Public Facilities
13 Jobs
150 Public Housing Households and
1. Nmberofbenefici~ies: the general public that use-the rca t.
2. Nmber. of benefici~ies with ~come less ~ 50 33 Households
percent of the Coun~ median, if applicable:
3. Nmber ofbenefici~ies with ~come be~een 50 ~d 11 Households
80 percent .of Coun~ medi~, if applicable:
4. Total (2+3):
5. Percent (4 divided by 1 ~d conve~ed to %): 96g
D. So~ce(s) of dam: Housing Authority tenant income re, :orals.
11. Projecr meets which of the follow~g National Object,yes as defined ~ CD.BG Regulations:
A. Benefits Iow and moderate income households: ( )Area ( )Limited Clientele . ,~_Housing ( )Jobs
If using "area" benefit, ensure that city/census tract is at least 51% Iow/moderate income based on the
2000 Census. This is the only criteria for "Area" benefit.
B. Aids in the prevention or elimination of slums or blight
C. Meets regulatory provision for an activity designed to meet a community development need having a
particular urgency
* 6 residences currently vacant.
12. Budget Projection:
A, Estimated total cost of project: $69 ~ 000
B. Estimated funding from all sources: $69,000
Source #1: 2004/2005 CDBG funds requested. $30,000
Sourceg2: Housing AuthOrity Capital F~n:ds
Souree~3: Housing Authority Operating Funds
NOTE: Sum of Source ¢1-3 should equal "12A" above.
C. Estimated budget by funding source (use appropriate categories depending on project):
.. .:": :::"" :;t.:' )). :;tt;,?~ ;:~ ',.t:}rc~'~-:l;i :'."~¢~:~h'.:..~,'.~:i:.''
Construction 'Contracts $ 30,000
(Rehab, Land Prep,)
,Staff Salaries & Benefits
Office Expenses
Contract Services
Relocation Expenses'
Total .. $30,000
13. Ager~cy Description: Attach a description of the agency or project including history, staffing, and current
capacity. Attached
~¢~espona T~:
Arroyo Vista Office []
DUBLIN HOUSING AUTHORITY '6700 Dougherty Rd. #151
Dublin, CA 94568
(925) 828-3132
Administrative Office ~
22941 Athgrton St.
Hayward, CA 94541
(510) 538-8876
DUBLIN HoUsING AUTHORITY AGENCY DESCRIPTION
The Dublin. Housing AUthority was formed in 1986 as a result of the transfer of
responsibility for the Arroyo Vista housing development from the Pteasanton Housing
Authority. ArrOy° viSta is a 150 single family home, HUD public housing development.
The develOpment was constructed by the Pleasanton Housing Authority in 1983: The
governing board of the Dublin Ho'using Authority is the Dublin City Council along with
two tenant representatives.
The Dublin Housing Authority has no staff and contracts with the Housing Authority of
Alameda County to manage the Arroyo Vista development and to provide all related
administrative functions.' This contract has been in effect since 1986.
The on-site staff at the Arroy° Vista development consists of a property manager, a
clerk and three maintenance personnel. The capital improvement projects are
administered by the Housing Authority of Alameda County, Administrative Services
department, consisting of the Deputy Director for Operations, a Contracts Manager, an
Administrative Services Assistant and three clerical personnel. Other administrative
services are provided by Housing Authority of Alameda County housing program staff.
The Dublin Housing Authority has previously received funding from the City of Dublin
CDBG program over'the last four years. These funds were used towards replacing
residential'roofs.
Resume
Ophelia B. Basgal
.ED UCA TION:
-BA with distinction, Arizona State University, 1971
Masters, Social'Welfare Administration, University of California, 1973
CAREER:
Housing Authority of the County of Alameda, Hayward, California
05/78 - Present Executive Director
Oakland Housing Authority, Oakland, California
02/77 - 05/78 Assistant Maintenance Director
07/73 - 01/77 Management Analyst
Consultant Contracts
Various contracts with professional housing organizations such.as National Association of Housing
and Redevelopment Officials (NAHRO), Abt Associates, JBS, Inc. and also with individual housing
agencies. Services have included research activities, policy' development and management and
housing program training.
PROFESSIONAL ACTIVITIE$:
Millennial Housing Commission.
(Twenty-two membe}' commission created by Congress to identify and analyze U. S. housing poticy and develop
recommendations to improve 'the housing delivery system and affordable housing.)
Commission Member 2000 - 2002
National Association of Housing and Redevelopment Officials (NAHRo)
Regional. (Pacific Southwest) Executive Board Member 1981 - Present
Regional President 1991 - 1993
National Board of Governors 1999 - 2.001
Public Housing Directors Association (PHADA)
· Housing Committee Member 2002- Present
Center for Housing Policy
(Under. the auspices of the National Housing Conference, the Center has been established as an independent think
'tank to conduct and encourage research on the role of housing in the United States.)
Advisory Board 1993 - Present
Northern California/Nevada-Executive Directors' Association
' Member 1978 - Present
President t 983
Resume
Ophelia B. Basgal
Housing Authority Risk Retention Pool (HARRP)
(Sci~insurance pool created in 1987for housing authorities .in the states of Californ.ia, Oregon & Wastiington.)
Board of Directors 1987 - Present
President 1990 - 1992
COMMUNITY ACTIVITIES:
Hispanic Community Affairs Council, Alameda County
Member 1978 - Present
Chairperson 19 84 - t 985
Merritt Community Capital Corporation (Tax Credit Equity Fund)
Board o£ Directors 1994 - Present
Vice-President 1996- t997
President 1997 - Present
Oakland Museum of California Foundation
Board Member 1998 - Present
Chair Government Relations Committee t999 - Present
Executive Committee Member 2002- Present
?uente Project, Chabot College, Hayward
(In this special writing program, an English instructor,. Hispanic counselor, and Hispanic professional mentor work as a
team with students to ".. promote, develop and support students' academic progress and career goal attainment. '9
Mentor since program inception 1982
Board of Directors, Statewide Program 1992 - Present
P~F~UME,OB
Amendment No. 1 to the
PUBLIC PARTICIPATING JURISDICTION AG-REEMENT =
between the
'CITY OF LIVERMORE, CITY OF PLEASANTON,
and COUNTY OF ALAMEDA '
WHEREAS, the City of Livcrmore ("Livermore"), the City ofPleasanton ("PIcasanto.n"),
and the County of.Alameda ("County") (collectively "the Parties") into a Public PmXicipating
- . · ~ ~ ..... : f,,~ ^~oom~mt''~ in which e~h agreed to con~bute'
$194,384 to the acquisition and rehab~htation of a ~mldmg m~¢ nsea as a rsmx,y ~'~ ~ anm~¢r
('~e Project").
'/' .... WHBPdEAS, Live~znore obt_~ed funds for.the contributions.throu~%h a Section .108 loan
guarantee from the U.S. Department of Housing and Urban Development, and Pleasanton and
t~e County have made conn4butions toward this acqui~fion and rehabilimfion, by reknBuzsing
Livermore for some of the expenses.
WI-~I~AS, the 'A~eement provides that, if another jurisdiction a~ees to provide some
or att the funding for the Project, the parties will. decreas~ their c~.nt~ibutions in equal amounts
and the a~eement will be amended to include the additional con=ibuting jurisdiction.
WHBP,.EAS, the City of Dublin ("Dubtin"~ wishes to contribut~ ~ualty contribme, from
commm~ity development block grant ("CDGB") funds, ov~ a period of not to exceed ten yea~s,
a tom1 of $43,735 to the Project.
WEIBI~AS, theParties and Dublin wish to amend the A~eement to include Dublin.
"~NOW, THBRBFOP~,.the Agreement is amended as follows:
1. Dublin shall be included in the Agreement as a PARTICIPATING PUBLIC
JURISDICTION.
2. S~ction 7.5 is added to the Agreem~mt'to mad as follows:
7.5 The City of Dublin ("Dublin") w~ll contribute $43,735 for the acqui, sition
and mhabiiimtion of the Project. Dublin's con~butions will be made on
sm annual bas~s f~om CDBG funds received by Dublin. If Dublin fails to
receive adequam CDBG funds, it shall have no obligation' to contribute,
pursuant to this paragraph.
SIGNATURES NEXT 4 PAGES
Page I of s ATTACHMENT 3C
!A,r PTINESS THERYEOF~ ~hc pm'ties have executed this Amendment as'of
2002.
CITY OF LIVERMORE
~ity Manager
ATTEST:
C~ty Clerk
APPROVED AS TO FORM ANqD LEGAL
SUFFICIENCY
Date:
Fage 1 of 4 Signatnre Pages
Page 2 of 5
COUNTY OF ALAMEDA~ a political subdivision of the State of Caiifor~Ja
~PRO~D AS TO FO~ ~ LEO~
S~C~NCY
P~tge 2 of 4 Signature Pages .....
f
I hereby oerJfy under penalty of perju~,y.that the Pr~sid~.nt of the Board of Supervisors was duly authorized to
~xecute tkis document on behalf of the CoUnty of Aiameda by a majority vote of the Board on t 0/1/02 ; and
that a copy has been d~tivered to the President as provided by GoYernment C0d~ Section 25103,
ATTEST:
Date: ] 0/3/02
CRYSTAL It. HISHIDA, Clerk of the Board of
SupervL~ors, .County of Alamed~ State of California
P~ge 3 of 5
Page 4 of 5
CITY OF DUBLIN
· ATTEST:
City Clerk
APPROVED AS TO FORM AND LEGAL
SUFFICIENCY
City Attorney.
P~ge 4 of 4 Si~nature P~ges
· Page 5 of 5
AZA~r~A COUm~¥ ~O~JS~O & comamrmr¥ D~O~ [~
' pRO'CT ~PLICATION FO~ ~[
2004~005 PRO'G~ ~
1. Project to se~e~e located in: City of Dubl i n
2. Organ~ation to be funded: ~nior Support of The Tri .Valley
3, Address~oeation of project: 5353 Sunol BOulevard, .Pleasanton Ca. 94566
4. Projea. tifle: Case Management for Low Income SeniOrs
5. AaiviU Upe (from a~aehed
l~t of eSgible acti~tieS): 05A-Seni or Se. rvi ces .
6. Description:.Through'case aanagement services seniors and their families
receive complete asessments, assistance in locating and coordin'ating
essential services, ass.ist.'ance in crisi's situations, follow-up on. care.
7. ~dieate how this projeetwill benefit Iow to moderate income households: The serv ices ~]~p'
to prevent or postpone institutionalization.
8. Schedule - List major benc~ ~' ~e development ~d ~plemenm~on of proje~. ~elude expected
completion da~e~. '~or ex~ple, project s~ey ~d desi~, acquisition, eo~efion-~ co~ction-
completion.)
9. Benchmark: Date:
Senior Suppor~ Case Man.g'ement Services will' be duly.1, 200'4-
proy3ded to 20 ne%~ seniors livin9 in Dublin' June 30~ 2005
Submitted by: Marl erie Petersen Title: Executive Di rector
Address: 5353 Suno1 Boulevard
CiW, State;Zip Pleasanton, Californi. a 94566
TelePhone~: (925) 931-5378. Fax~: (925) 931-5391 ,,
Tax .Payer ~: 91-2078642 E-mail: mj cpetersen20020ya'hoo · corn
ATTACHMENT 3D
10. Project Benefit:
' Seniors that live in.the
A. Identify'th~ area that the pr°ject is serving (i'e', site City of DUblin
address, affected census tract(s), citywide, or service area): .
B. Attach map with- clearly .identified boundaries of
01 People 01, People
C. Identify type of accomplishment (# of people; # of 04 Households
housing units; # of public facilities). See attachment for 08 Businesses
clarity of which accomplishments can be tt$ed with each Organizations
project type. 10 Housing Units
11 Public Facilities
-13 Jobs
1. Number of beneficiaries: 20 Seniors
2. Number of beneficiaries with income less than 50
percent of the COunty median, if applicable: 2 0
3. Number of beneficiaries With income between 50 and
0
80 'percent of County median, if applicable:
4. Total (2+3): 20
5. Percent (4 divided by 1 and converted to %): ! 00%
D. Source(s) ofdata: Number served & income 03-04
11, Project m~ets which of the following National Objectives as defined in CDBG Regulations:
A. Benefits Iow and moderate income housetiolds: ( )Area (gLimited Clientele ( )Housing ( )Jobs
If using "area" benefit, ensure that city/census tract is at least 51% Iow/moderate income based onthe
2000 Census. This is the only criteria for "Area" benefit.
B. Aids in the'prevention or elimination of slums or bli~t
C. Meets regulatory provision for an activity desig-ned to meet a community development need having a
particular urgency
12. Budget Projection:
A, Estimated total cost of project: $10,891
B. Estimated funding from all sources: $10,891
Source #1: , 2004/2005 CDBG funds requested
.NOTE: Sum of Source #1-3' should equal "12A' above,
C, Est/mated budget by funding source (use appropriate categories depending on project):
ProPe~ Acquisition ,,~',,m~s,,~,,,,~ ..... ~ .... '
Construction Con,acts .,.,,~,,;~,;e,, .~, ~;~,,.,~, .,,.,,,~,~,,~ a~.~. ,
(Rehab, L~d. Prep.) ~;~ '~~}g
Stuff Sallies & Benefi~ $10. 891 ~i~.,~a~;,~{~[S~ .................. ,-.-
Office Expenses
13. Agency Description: Attach a description of the agency or project including history, staffing, and current
capacity.
City of Dublin
Request for ProPosal
1. Senior Support Program addresSes the needs of the aging population in
our community. Chronic illnesses and the "wearing out" process can
prevent seniors fi'om maintaining an independent life. The common practice
of rapid discharge fi'om hospitals compOunds the problem, as seniors are
routinely discharged long before fully convalescing. They are in enormous
need of assistance. For these seniors, as well as many others who have
disabilities, simple tasks such as bathing, dressing, cooking, shopping and
handling financial affairs are extremely difficult, ff not impossible. If left
alone, the senior's inability to perform these daily tasks necessitates
institutionalization. The financial burden of institutionalization can quickly
deplete an entire lifetime of savings. When a senior no longer has the
resources to pay for care,, society must bear the burden,' as tax dollars
subsidize institutionalization.
Senior Support Program of the Th valley previously Valley Community
Health Center Senior Support Program has been providing services for
Dublin seniors since 1981. Services offered through this program include
senior health, screening, case management, elder abuse prevention, in-home
reassurance (friendly visiting)., chore worker registry services, in-home
counseling, Partners in Safety, information and referral, and our newest
programs the Caregiver Program and the Alcohol and Medication Program.
The 'Senior Support Program is seeldng funding to provide greatly needed
case management services in the Dublin area. Through the case management
service, seniors are visited in their homes and an initial assessment is made
of the living situation and needs. This assessment consists of an evaluation
of the senior's physical, mental and emotional status, as well as their need
for assistance with daffy living activities. After the initial visit, a care plan is
.formulated with the senior and their family. This plan includes locating,
arranging and overseeing services such as transportation, meals, safety
dev/ces, and in-home companions and workers. Referrals are made and
services are coordinated with phYsicians, home health nurses, social
workers, attorney and other professionals. Assistance is provided in
applying for Medi-Ca!, food stamps and SSI and in handling Medicare and
healt~a insurance bitling. The situation is monitored on an. ongoing bas/s at
intervals appropriate to the individual needs of the senior, and care plans are
modified as necessary.
Another vital component of this program is the provision of support and
educational services for the elder and their family. This support can be
crucial when decisions of whether the elder should remain at home or not
arise. Our case managers help to make the transitions easier on the families.
The Senior Support program WOrks actively with all local providers of care
for seniors. The program staff provides consultation services for the Dublin
Senior Center, and also coordinates services with Spectrum, Adult protective
services, Valley Volunteer Center, Legal Aid, Hope Hospice, meals on
wheels as well as many other groups, churches, and organizations.
2. Marlene Petersen, Director Senior Support Program
Marlene Petersen is the EXecutive Director of the Senior Support
Program of the Tri-Valley. She was an employee of VCHC Senior
Support Programs 'since 1.986 and became director in 1992. Her
responsibility is to oversee the daily operations of the Senior Programs.
Ms. Petersen has nearly two decades of experience in nOnprofit services
and has been a key player in implementing-the in-Home Counseling
ServiCes and the Parmers in Safety program a collaborative program
with the local Fire and Police departments. Ms. Petersen also serves on a
variety of boards including the Alameda County Public Health Advisory
Board, Public Authority Advisory Board, the Pleasanton Senior Center
Management Board, Senior Coalition of Alameda County Advisory
Board, and the Alameda County Budget Committee, representing East
County.
'3. Marlene Petersen
5353 Sunol Boulevard
Pleasanton, California 94566
(925)931-5378
Fax (925) 931-5391
EmaiI, mjcpeterse~? 002~Vahoo-c°m
4. The goal and objectives of this program is to prevent or postpone
institutionalization of Dublin Seniors through the provision of services
which enable elders to remain independent, improve their quality of life,
and preserve their dignity. From July 2004-2005, with this funding,
Twenty new Dublin Seniors and their families will receive case
management services.
5. This work will be started on July 2004 and completed in June of 2005.
Invoices for services shall be submitted once a month during the term the
term of this agreement.
6. Most of our services are provided in the senior's .home. We are located at
the Pleasanton Senior Center, which is completely accessible to the
disabled.
7. Budget for CDBG Funds
Funds for this project go to direct services to the seniors.
Director 1 hr wk x 52 wks ~$21.00 $1118
Case Manager 8 hr wk x 52 wks ~ $17.00 7072
'Fiscal 1 hr wk x 52 wks ~ $20.00 1040
Total $9,230
Benefits ~ 18% 1,661
Total Salary/Benefits $10,891
' ALAMEDA coUNTY HOUSING & COMMUNITY DEVELOPMENT
' PROJECT APPLICATION FORM
- ' ~ 2004/2005 PROGRAM YEAR ·
1. Project to serve/be located in: City of DUblin '
2. Organization to be funded: Tri-valiey Haven
3. Address/Locationof project: '3663 Pacific Ave., Livermore CA 94550
4. Project title: Domestic~ Violence and Homeless Services
5. Activity typ~ (from attached
list of eligible activities):
6. Desc~ription: Case Management services
7. . Indicate how this project will benefit low to moderate income households:
Project will provide case management services to victims of domestic violence andhomelessness
8. Schedule - List major benchmarks in the development and implementation of project. Include expected
completion date. (For example, project survey and design, acquisition, construction-start, construction-
completion.)
9. Benchmarks: Date:
To provide domestic violence services tO at least 2 Dublin residents .. January 2005
To provide homeless services to at least 83 Dublin residents January 2005 ·
TO provide 12 prevention presentatiOns to.450 students May 2005
To provide counseling to 12 Dublin residents January 2005
I
Submitted by: Ann King I Title: I Executive Director
3663 Pacific Ave.
Address:
City, State, Zip Livermore, CA 94550
Telephone #: (925) 449-5845~ Fax #: (925) 449-2684
94-2462357
Tax PaYer ID: E-maih ann~trivalleyhaven.org ~
ATTACHMENT 3E
10. Project Benefit: I ·
Dublin, Ple~asanton, Livermore, and
A. Identify the area that the project is serving (i.e,, site unincorporated areas including Sunol
address, affected census tract(s), citywide, or service area):
B. Attach map with clearly identified boundaries of
areas to be served and/or beneficiaries of project.
[] 01 People ,
C. Identify type of accomplishment (# of people; # of [3 04 Households
housing units; # of public facilities). See attachment for [] 08 Businesses
clarity of which accomplishments eau be used with each Iq Organizations
project type. [] 10 Housing Units
[] 11 Public Facilities
[] 13 Jobs
1. Number. of beneficiaries: 815 People
2. Number of beneficiaries with income'less than 50 204
percent of the County median, if-applicable: *600 attending presentations do not provide
information,
3. Number of beneficiaries with income between 50 and 11
80 percent of County median, if applicable:
4. Total (2+3): 815
5. Percent (4 divided by 1 and converte&to %): 100%-
D. Source(s) of data: IncOme reported by clients at intake
11. Project meets which of the following National Objectives as defined in CDBG Regulations:
[] A. Benefits tow and moderate income households: ()Area (x)Limited Clientele ( )Housing ( )Jobs
If using "area" benefit, ensure that City/census tract is at least 51% low/moderate income based on the
2000 Census. This is the only criteria for "Area" benefit.
[] B. Aids in the prevention or elimination of slums or blight
2 C. Meets regulatory provision for an activity designed to meet a commumty development need having a
particular urgency
12. Budget Projection:
A. Estimated total cost o£project: $375,577
$375,577
B. Estimated funding from all sources:
Source #1: 2004/2005 CDBG funds requested $15,000
Source #2: See attached sheet
Source #3: See attached sheet
NOTE: Sum of Source #1-3 should equal "12A" above.
C. Estimated budge.t by funding source (use appropriate categories depending on project):
Funding Source #1
Acquisition
Contracts
Prep.)
& Benefits $14,000
$1,000
Services
Expenses
$15,000
13. A.gtncy Description: Attach a description of the agency or project including history, staffing, and current
capacity.' '
Dublin Case Management and Operations Project
Case Management ReVenue Sources
Wages . 282,204 Dublin 15;000
Taxes & Benefits 38,174 EHAP 30,000
320,377 - Alameda Co. 60,000
Livermore 5,000
Utilities 26,800 DVCA 35,000
Communications 23,000 OCJP 50,000
Office Supplies 5,400 DHS 30,000
55,200 Pleasanton ' 10,000
Foundations 25,000
Donations 115,577
375,577
375,577
0
12-b
CDBGDublin
FY 2004-2005 Budget and Line Item Detail
A. Salaries Services - Salaries/Employee Benefits
Case Manager - DV Shelter
10 hours ~ $15.00 per hour 7,800
Benefits ~ 20% 1,540
Total salaries & benefits 9,340
Case Manager - Homeless Shelter
5 hours ~ $15.00 per hour 3,900
Benefits ~ 20% 760
Total Salaries & benefits 4,660
Total 'Salaries/Benefits 14,000
B. Operating Expenses
'Utilities 500
Telephone~ 400
Office Supplies 100
Total Operating Expenses 1,000
Total Request $15,000
Alameda County Housing & Community DeVelopment
Project Application Form for Tri-Valley Haven
Domestic'Violence and H0meless~Shelters
2004/2005 Program Year
Question #13: Agency Description: Attach a description of the agency or project
including history~ staffing, and current capacity.
~I-Iistory of Tri-Valle¥ Haven:
Tri-Valley Haven was founded in 1977 by a group ofwomen who saw a need to provide
safe shelter to women and children escaping domestic viOlence. Until the first shelter
opened in' 1978, these brave volunteers opened their own homes to these families until
longer term housing could be arranged for them.'The f~st crisis line consisted of a
' diverter box and a rotary telephone located in a volunteer's garage, and volunteers'
family members eagerly pitched in to answer calls if an emergency arose that took the
volunteer away before the end of her shift.
Today theHaven has a 30-bed shelter'for battered women and their children with
counseling and advocacy for the entire family; a 24-hour crisis line is answered around
the clock by staffand volunteers who have received 65 hours oftraining that meets
standards set by the Office of Criminal Justice Planning;~a team of rape crisis advocates
respond to survivors of sexual-assault at hospitals, and police department~ and provide
follow-up support services; weekly clinics in Livermorc and Pleasanton asSiSt clients in
obtaining restraining orders against batterers and stalkers; our community building
provides affordable group and individual'counseting for adults-and children .and parenting
classes; we provide community education about domestic violence and sexual assault
prevention and self-defense training for women and girls. Now we are expanding our
programs to serve the homeless in. the Tri-Valley area.
In September 2001, we expanded our mission to include homeless Services when we
began coordinating the Livermore services of the HOPE Van, a mobile clinic that
provides free medical services, mental health and substance abuse counseling and case
management. When Valley Community Health Center closed its Family Crisis Center
and out the shelter buildi,'~rg up for sale in November 2001, the Haven worked with local
churches and human services agencies to coordinate a Winter Relief rotating shelter
program. Meanwhile, we were approached by the city of Livermore to reopen and
manage the'shelter. County Supervisor Scott.Haggerty championed the effort by the_ three
Tri-¥alley cities and Alameda County to purchase and renovate the shelter for the Haven.
Renamed Soj0mmer House, the t 6-bed shelter reopened in November 2002, and is the
only homeless shelter in the Tri-Valley that accepts two-parent families, single fathers
with their children and boys over the age of nine. Since February 2002, we have also
coordinated the Food Pantry, now known as the Haven Pantry, lo6ated on Junction
Avenue. The Pantry now.provides free groceries to more than 1,000 people each month.
Residents in our domestic violence' shelter come from throughout the Bay Area and
'beyond as battered women often must leave the communities where'they lived with their -
abusers, in order to -be safe ,from stalldng.and continued abuse after they sever the
relationship. Clients at our counseling center.and legal clinics come almost'exclusively
from the ~hree Tri-¥ailey Cities. Our clientele is overwhelmingly low income. Ninety-
one percent of all our clients meet HUD.guidelines for low~to-very-low income. Our
client base ks far more diverse than the geographical'area'in which we are located. In FY
2000~2001, our domestic violence shelter population was 20% Caucasian; 43% African
American; 13% Hispanic; 22% Asian/Pacific Islander; 2% other.
CDBG Dublin prOposal
FY 2004-2005
Domestic Violence and Homeless Services
1. Narrative description of program including complete name, justification of services and need in
Dublin, as well as location/s.of access to local residents
Tri-Valley Haven provides services for women and their children who are victims of domestic violence, sexual
assault, and other crisis situations. The Haven is the only organization in the Tfi-Valley area specifically
chartered to serve battered women and their children and is the only Rape Crisis Center in the Valley. In
addition, the Haven provides services for the homeless through the HOPE Project, the Haven Food Pantry and
Sojourner House.
Tri-Valley Haven has two domestic violence shelters with 30 beds where families may stay for uP to three and a
half months. Our emergency shelter program consists of two phases. Phase I extends up to 45 days and Phase
II extends up to day 105 for clients who need additional time to stabilize emotionally and/or economically.
Volunteers and paid staff answer our 24-hour Crisis Hotline. At all times, a paid staff member can personally
meet people in crisis. Our Rape Crisis Center provides services to victims of sexual, assault and their families.
Services include crisis response and advocacy. Our Rape Crisis Center also works very closely With the Valley
SART. Other services provided by the Haven include individual and group counseling parenting classes,
housing assistance through the Linkages Program, CalWORKs assistance that includes employment preparation
and job search assistance, and assistance with restraining orders through our restraining order clinic,
In addition to our shelter facilities and Community Building in Livermore, we have a satellite office in
Pleasanton to better serve residents in Dublin and Pleasanton. Clients in all of our programs usually contact us
ftrst through our 24,hour crisis line, including our 800 number however, Tri-Valley Haven receives referrals
from many different sources. Our clients can find our services through the .National Domestic Violence
Hottine, local yellow Pages, law enforcement agencies, the courts, churches, and local hospitals and mental
health agencies. Fliers are sent throughout the community.as new Services are added. The Tri-Valley Haven
staffis often in the community providing outreach and oUr Prevention Coordinator goes into the various schools
in the community to talk about our services.
The need for services in the Tri-Valtey area is important for the following reasons. TO begin, as the Tri-Valley
area expands and shows ever-increasing affluence, the town and rural areas have increasingly growing pockets
of poverty. Lack of affordable housing and the decline in the job market continues to be an ever-growing
problem as well. In addition, nearly all services for domestic violence and homelessness are located outside of
the Valley and are mainly in Oakland. It takes a minimum of one and a half hours and two transfers to reach the
county seat of Oakland by public transportation. Tri,Valley Haven serves a rural and suburban area that is
geographically isolated from other parts of Alameda County. Because of our geographic isolation, services
must be available in the Tri-Valley area.
During fiscal year 2002/03 the number ofDublin residents participating in community education, rape
prevention and self-defense presentations during the last fiscal year increased from 500 to 618, a 19% increase.
Additionally, over 150 units of counseling services were provided to 35 Dublin residents.
2. Name of responsible party (Executive Director, Program Administrator, etc.) and one paragraph
resume
Executive Director: Ann King
In 1987 Ann King earned a Master of Social Work degree with a focus on administration, concentrating on
children, youth, and families. She has over 25 years experience in working with domestic violence and poverty
programs, including 13 years in homeless services. Her work history includes front line service beginning with
volunteer work, hotline, case management, counseling and education, management of emergency services and
shelter/housing programs, and development and administration of numerous pr6grams for men, women and
children. Though her primary focus of care has been battered and sexually assaulted women, Ms. King has
worked with homeless, ex-offender, mentally ill, crime victim, unemployed, chemically-dependent, disturbed
youth, and court-ordered populations. As a particular strength she has residential experience with 15 successful
shelter/housing programs over the course of her career. Ms. King has been the executive director with Tri-
Valley Haven for over six years.
3. Contact information, including address, telephone, fax and email if any
Contact Person: Ann King P: (925) 449-5845, ext. 120
Tri-Valley Haven F: (925) 449-2684
3663 Pacific Avenue Email: ann~trivalleyhaven, org
Livermore, CA 94550
4. Quantified goals and objectives to be acc~omplished in 2004~2005 with this funding
We are request funding in the amount of $20,000 for direct client services for our homeless and domestic
violence shelters, and some operating costs. Our ultimate goal.is to provide a smooth transition into safe,
violent-free and long-term independent living.
Our measurable goals for FY 2004/05 are as follows:
To provide domestic violence services to 25 Dublin residents.
To provide homeless services to at least 165 Dublin residents.
To provide 16 community education and prevention presentations to 600 Dublin residents.
To provide counseling to 25 Dublin residents.
5. Proposed schedule of work and timetable for invoicing for funds
Work would commence July 1, 2004, and will be invoiced on a quarterly basis, n° later than the 15th of the
month following the end of the quarter. Invoices will include all supporting documentation.
6. Explanation how program is accessible to the disabled
All of our facilities are handicapped accessible and include at least one handiCapped bathroom. Our STEP-
House domestic violence shelter can be entered via a ramp.
7. Preliminary budget shoWing proposed usage.of CDBG funds, including amounts to be used for
administration, office expenses and service provision. Please provide line items detailing proposed usage
of funds.
See attached budget,
8. Completed "Alameda County Housing & Community Development Project Application Form"
2004/2005 Program Year.
See attached form.
3
ALAMEDA couNTY HOUSING & COMMUN .1TY DEVELOPMENT
PROJECT APPLICATION FORM
· . - 2004/2005 PROGRAM YEAR
I. ' Project to Serve/be located in: City of Dublin ·
2. organization to be funded: Tri-Valley Haven
3. Address/L~cation of prOject: 3663 pacific Ave., Livermore CA 94550
4. Project title: HOPE Van
5. Activity type (from attached . . ...
list of eligible activities): . '
6. Description: HOPE Van provides Medical & social Services, counseling, and other services to
Homeless and near-ho, meless persons.
7. Indicate how this project will benefit low to moderate income households:
. Th~ HOPE Van provides services that low-income persons, cannot Other-wise afford. .
8. schedule - List major benchmarks in the development and implementation of project; Include expected
completion date. (For example, Project survey and design, a6quisition, construction-start, construction-
completion.)
9. Benchmarks: Date:
To obtain a Dublin agreement for site use July 1, 2004
To serve 30 'Dublin residents through the HOPE Van. January 2005
To provide ongoing provision of medical services
submitted by: Ann King . Title: I ExecUtive Director
3663 Pacific Ave.
Address:
citY, State, Zip Livermore, CA 94550
Telephone #:. (925) 449-5845 Fax #: (925) 449-2684
94-2462357
Tax Payer ID: E-maih ann~trivalleyhaven.org
ATTACHMENT 3F
I
Project
Benefit:
Dublin, Pleasanton, Livermore, and [
A. Identify the area that the project is serving (i.e., site unincorporated areas including sunol
I
address, affected census tract(s), citywide, or service area):
B. Attach map with clearly identified boundaries of
areas to be served and/or beneficiaries of project.
[] 01 People
C. ' Identify type of accomplishment (# of people; # of [3 04 Households
housing units; # of public facilities). See attachment for [] 08 Businesses
clarity of which accomplishments can be used with each [2] Organizations
project.type. [] 10 Housing Units
[3 11 Public Facilities
[] 13 Jobs
1. Number of beneficiaries: 100 People
2. Number of beneficiaries with income less than 50 100
percent of the County median, if applicable:
3. Number of beneficiaries with income between 50 and 0
80 percent of County median, if applicable:
4. Total (2+3): 100
5. Percent (4 divided by 1 and converted to %): 100%
D. Source(s) of data: Income reported by clients at intake'
11. Project meets which of the following National Objectives as defined in CDBG Regulations:
[] A. Benefits low and moderate income hbuseholds: ( )Area (x)Limited Clientele ( )Housing ( )Jobs
If using "area" benefit, ensure that city/census tract is at least 51% low/moderate income based On the
2000 Census. This is the-only criteria for "Area" benefit.
[] B. Aids in the prevention or elimination of slums or blight
[] C. Meets regulatory provision for an activity designed to meet a community development need having a
particular urgency
12. Budget Projection:
A. Estimated total cost of project:~ $105,933.
$105,933
B. Estimated funding from all sources:
Sou rce #1: 2004/2005 CDBG funds requested' $5,000
See attached sheet
Source #2:
See attached sheet
Source #3:
NOTE: Sum of Source #1-3 should equal "12A" above.
C. Estimated budget by funding source (use appropriate categories depending on project):
Funding Source #1
Design/Engineering
Property Acquisition
Construction Contracts
(Rehab, Land Prep.)
Staff Salaries & Benefits
Office Expenses
$5,000
Contract Services
Relocation Expenses
Total $5,000
13. Agency Description: Attach a description of the agency or project including history, staffing, and current
c .aPacity
'Eri-Valley Haven
Projected HOPE Budget
Fiscal Year 2004:2005
'REVENUES BUDGET
CDBG Dublin. .51000
City of Pleasanton 12,000
City of Fremont - HOPE Project .66,627
CDBG Livermore 8,000
Clubs and Organizations 10,000
Donations 4,306
Total 105,933
FY2005 Hope Budget:FY2005 Est. 1l/2(~/2003 1:53 PM
CDBG Dublin
FY 2004-20'05 Budget and Line.Item Detail -
HOPE Van MediCal Personnel
50 hours ~ $100 per hour 5,000
Total ReqUest $ 5,000
Alameda Com, ty Housing & Co~,u~ DeVelopmem
Proj~t Applicmion Form for Tri-Valley Haven
HOPE V~
20~/2005 Pr°~am Ye~
Question ~13- Agency DesCriPtion: A~acha demfiption oft~ ~ency or ~oje~
~cludhg higto~, staffing, ~d cu~e~ capac~-
Hi~o~ of Td-Va~ey Haven:
Tr~V~ley ~ven w~ fo~d~ ~ 1977 by a ~oup ofwomen who saw a ne~.to ~ovide
safe sheRer m women ~d c~en escap~g dome~ic ~olence. Until ~ ~ sheker
opened ~ 1978, them brave vol~t~.oPe~d thek om homes to_these ~ilies ~til
B~ tern ho~g co~d be ~ed for them. The ~ crisis ~e-~mi~ed of a
div~er box ~da rot~ tel~hone Bcmed ~ a volme~~s g~age, ~d vol~teers'
f~ly members e~erly pitted ~ to ~wer tails if an emergency ~ose ~at t~k'the
volmeer away before ~ ~d of her s~R.
Today the .~ven ~s a 30-~d Shelt~ for bauered women ~d thek chil~n with
co~e~g ~d advo~y for the. emke fa~ly; a 24-ho~ cfis~ ~e ~ ~swered ~o~d
the clock by ~ff ~ volmeers who ~ve received'65 horn of~ ~t meets
st~ds ~t by ~e Office of C~ Jmiee P~g; a tern of mpc cds~ advocates
respond to S~ivors'of se~l assault at ~spga~ ~d ~lice dep~ents ~d pro.de
lo,ow-up ~ so.ices; weekly clhics ~ Liv~ore and Pier.ton ~si~ orients ~
ob~g remra~g orders ~ ba~s ~ sm~e~; o~ m~ty bafldhg
provides affordable ~oup ~d ~divid~l co~el~g for ~ts ~d c~l&en ~d p~enthg
chsses; we pro.de co~~ creation a~ut ~me~ic violence a~ ~al. assault
prevention ~d se~-defeme tr~ for women ~d gkls. Now we ~ exp~d~g o~
pro.ms m se~ethe .homeless h ~e Tri-Valley ~a.
~ S~tem~r 2001, we e~p~ded o~ ~ssion m ~ct~ homeless ~ices when we
~g~ ~o~d~t~ the Live~ore s~ices oft~ HOPE v~, a mobile e~c t~
pro.des ~ medical so.ices, mental health ~d subst~ce abme co~el~g ~d ~e
m~e~nt. ~en V~ey,Co~i~ He~th Cent~ closed its F~ly Crisis Center
~d out the shelt~ bulldog up for s~e ~ Novem~r 2001, ~ Haven worked w~ loc~
eh~ch~ ~d h~n ~Mces agencies to coordinate a W~ter Reliefrotat~g shelter
pro~ Me~w~le, we were approached by.the city of Livemore to r~pen ~d
~ge ~e shekel. Co~y Supe~imr Sco~'Hagg~ cha~ion~ ~e effo~ by ~e t~ee
Tfi-Valley ckies and ~ameda Co~y m p~c~e ~d ~novate t~ shelter for the Haven.
Re~ed Sojommer Home, the 16-bed shelter reo~ned ~ Novem~r 2002. ~dis the
o~y homeless shelter hn the Tfi-Va!ley t~t accepts'two-p~ent ~flies, s~le fathers
with thek chil&en ~d boys over the ~e ofn~e. S~ce Feb~u 2002, we ~ve
coord~ted the Food P~t~, now ~om ~ the Haven P~t~, located on J~ction
Avenue. The p~tu.now provifies ~ee ~ocefies'to more ~ 1,000 p~ple each month.
Residents in our domestic violence shelter come from'throughout the Bay Area and
beyond as battered women often must leave the Communities where they lived with their
abusers in order to be saib from stalking and continued abuse after they sever the
relationship. Clients at our counseling 'center and legal clinics come almost exclusively.
t~om the three Tri-Valley Cities. Our clientele is overwhelmingly low income. Ninety-
one percent of all our clients meet HUD guidelines for low-to-very-low income. Our
client base is far more diverse than the geographical area in which we are located. In FY
2000_2001, our domestic violence shelter population Was 20% Caucasian; 43% African
American; 13% Hispanic; 22% Asian/Pacific Islander;' 2% other.'
CDBG Dublin Proposal'
FY 2004-2005
HOPE Van
1. Narrative description of program including complete name, justification of services and need in
Dublin, as well as location/s of access to local residents.
Tri-Valley Haven began providing services to the homeless by'becoming the Valley coordinator for the HOPE
Project in the fall of 2001. Services are provided through the HOPE Van which is a mobile unit that provides
free medical services, counseling, social services, and alcohol and drug abuse counseling to homeless women,
men, aad children in the Tri-Valtey area. Recently, over 60 inoculations were given to (low income) school-
age children through coordination between the HOPE Van, Tri-Valley Haven, Tri-City Health Cemer and the
Liverrnore Unified School District. Our HOPE Project coordinator provides case management for clients who
access these services.
The need for services in the Tri-Valley area is important for the following reasons. As the Tri-Valley area
expands and shows ever-increasing affluence, the town and rural areas have increasingly growing pockets of
poverty. Lack of affordable housing and the decline in the job market continue to be ever-growing problems as
well, In addition, nearly alt services for homelessness are located outside of the Valley and are mainly in
Oakland. It takes a minimum of one and a half hours and ~vvo transfers to reach the county seat of Oaldand by
public transportation. Tri-Valley Haven serves a rural and suburban area that is geographically isolated from
other parts of Alameda County. Because of our geographic isolation, services must be available in the Tri-
Valley area. Client numbers have increased dramatically across the board in' the valley. Our Food Pantry alone
has served twice the number of people it served just over a year ago.
Tri-Valley Haven is working with a church that is relocating to Dublin in January 2004. We will be assertively
partnering with this church to' provide services to Dublin residences at this new location. If for any reason this
partnership is delayed, or available space for the HOPE Van is limited at this church's location, Tri-Valley
Haven,will work to attain an alternate location to provide HOPE Van services to Dublin residents.
2. Name of responsible party (Executive Director, 'Program Administrator, etc.) and one paragraph
resume
Executive Director: Ann King
In I987 Ann King earned a Master of Social Work degree with a focus on administration, concentrating on
children, youth, and families. She has over 25 years experience in working with domestic violence and poverty
programs, including 13 years in homeless services. Her work history includes front line service beginning with
volunteer worlq hotline, case management, counseling and education, management of emergency services and
shelter/housing programs, and development and administration of numerous programs for men, women and
children. Though her primary focus of care has been battered and Sexually assaulted women, Ms. King has
worked with homeless, ex-offender, mentally ill, crime victim, unemployed, chemically-dependent, disturbed
youth, and court-ordered populations. As a particular strength she has overseen 15 successful shelter/housing
programs over the course of her career. Ms. King has been the executive director with Tri-Valley Haven for
over six years.
3. Contact information, including address, telephone, fax and email if any ~'~ Ca~~Q~
Contact Person: Ann King P~ (925) 449-5845, ext. 120
Tri-Valley Haven F: (925) 449-2684
3663 Pacific Avenue Email: .ann~trivalleyhaven.org
Livermore, CA 945'50
4. Quantified goals and objectives to be accomplished in 2004-2005 with' this funding
We are request funding in the amount of $5,000. These funds will provide partial payment for the salary of
medical staff, either a Medical Doctor, Physician's Assistant, and/or Nurse Practitioner. These services include
urgent care, preventative care, patient education and children's health care. The City of Dublin would be billed
at $100.00 per hour for the medical staff.
The funds would also be used to purchase necessary medical supplies such as bandages, ointments, and on-
board medications. The grant would help fund a Patient Assistance Fund that will be used to purchase
medications for a client on a one-time, emergency basis. It is not unusual for a person to come to the HOPE
Van with a request or prescription for vital medication, such as insulin or a seizure medication. Homeless
people sometimes fall through the many cracks in the system and are unable to obtain a prescription refill
quickly. Hope Project personnel would then work with the client to find other resources, e.g. MediCal,
Community Clinic, for their future prescription needs. No narcotics are ever kept on the Van.
Our goals for FY 2004/05 are as follows:
To obtain a working agreement for regular site use for the HOPE van in Dublin.
To provide HOPE Van services to at least 60 Dublin residents.
5. Proposed schedule ofworkand timetable for invoicing for funds
Work would commence July 1, 2004, and will be invoiced on a quarterly basis, no later than the 15th of the
month following the end of the quarter. Invoices will include all supporting documentation.
6. Explanation how program is accessible to the disabled
The HOPE Van is handicapped accessible.
7. Preliminary budget showing proposed usage of CDBG funds, including amounts to be used for
administration, office expenses and service provision. Please provide line items detailing proposed usage
of funds.
See attached budget.
8. Completed ,Alameda County Housing & Community Development Project Application Form"
2004/2005 Program Year.
See attached form.
2
ALAMEDA COUNTY HOUSING & COMMUNITY DEVELOPMENT
PROJECT. APPLICATION FORM
2004/2005 PROGRAM YEAR
1. Project toservefoe located in: Meals delivered to seniors in the City of Dubt:
2. Organization to be funded: Spectrum Community Services, Inc.
3. AddressfLocationofproject: 1435 Grove Way, Hayward, CA 94546
4. Project title: Meals on Wheels
5. Activity type (from attached 05A - Senior Services
list of eligible activities):
6. Description: For one delivery route in Dublin. This funding will
provide an average of 14 hot nutritious meals 'daily to homes of low-
income, frail homebound elderly residents in Dublin.
7. ,,Indicate how this project Will benefit Iow to moderate income households:
Ail homebound elders who will receive Meals on Wheels through this
funding be low-income Dublin residents.
8. Schedule - List major benchmarks in the development and knplementation of project. Include expected
completion date. (For example, project survey and design, acquisition, construction-start, construction-
completion.)
May 2005- Client Satisfaction Survey implemented and completed
Quarterly- One to one re-assessment of each participant completed
9. Benchmarks: Date:
Meals will be provided through the course of July 1, 2004 -
year, within a (2) hour timeframe, Monday-Friday June 30, 2005
I
Submitted by: Richard Valle Title: [ Executive Director
Address: 1435 Grove Way
City, State, Zip Hayward, CA 94546
Telephone#: (510) 881-0300 Fax#: (510) 537-3340
Tax Payer ID: 94-1748275 E-maih rvalle@spectrumcs, org
V f I fO03 ATTACHMENT 3 G
10. Project Benefit:
A. Identify the area that the project is serving (i.e., site C±tyw±de
address, affected census tract(s), citywide, or service area):
B. Attach map with clearly identified boundaries of
areas to'be served and/or beneficiaries of project.
C. Identify type ofaccomplislunent (# of people~ # of 04 Households
hotming units; # of public facilities). ,.Cee attachment for 08 Businesses
clarity of which accomplishments can be used with each Organizations
project type. 10 Housing Units
I 1 Public Facilities
13 Jobs
1. Number of beneficiaries: 20
2. Number of beneficiaries with income less than 50
percent of the County median, if applicable: 20
3. Number of beneficiaries with income between 50 and
80 percent of County median, if applicable: 0
~. 4. Total (2+3): 20
10070
5. Percent (4 divided by 1 and converted to %):
D. Source(s)ofdata: Spectrum utilization data 2002-01
11. Project mee~s which of the following National Objectives as defined in CDBG Regulations:
A. Benefits low and moderate income households: ( )Area ~_)mited Clientele ( )Housing ( )Jobs
If using "area" benefit, ensure that city/census tract is at least 51% low/moderate income based on the
2000 Census. This is the only criteria for "Area" benefit. '
B. Aids in the prevention or elimination of slums or blight
C. Meets regulatory provision for an activity designed to meet a community development need having a
particular urgency
Spectrar~ Cowxrtun.ity Servi.ces 2004-2005
iMeals Or~ '¥Vt~eels for DuJ~>lm Res'i. dm~ts
Meals On Wheels for Dublin Residents
Spectrum Community Services, Inc.
NARRATIVE
Description of Program
Spectrum Community Services requests Community Development Block Grant funding to
sustain its Meals On Wheels delivery route in Dublin in fiscal year 2004-05. This support will
enable SPectrum to continue to deliver an average of at least 14 hot, nutritious meals daily to the
homes of low-income, frail, homebound elderly residents of Dublin.
Since 1978, Spectrum has provided congregate and home-delivered meals to elders throughout
central, southern and eastern Alameda County. Spectrum's nutrition program is known by its
acronym SNAP (Senior Nutrition and Activities Program). The primary funding sources for
nutrition services for elders in Alameda County is the Alameda County Department of Aging,
which administers federal Older Americans Act funds for senior nutrition programs. In the
Valley area, Spectrum maintains eight Meals On Wheels routes and serves congregate meals at
four dining sites in Dublin, Pleasanton and Livermore. In Dublin, Spectrum serves an average of
at least 12 delivered meals daily (approximately 3,200 meals annually) via the Dublin Meals On
Wheels route.
Residents are eligible for the home-delivered meal service if they are 60 years of age or older and
are homebound. Spectrum's Home Delivery Coordinator visits new Clients in their homes.
During the visit, the Cotrdinator establishes eligibility (including income status and age),
conducts a needs assessment (including dietary restrictions), and explains SNAP's procedures
and the optional donation policy for Older Americans Act funded nutrition programs. Clients are
reassessed quarterly.
To accommodate clients' special needs, SNAP offers theraputic diets, including Diabetic, Low
Sodium, Renal, Low Fat, Low Cholesterol, Mechanical Soft, Soft and vegetarian. To enhance
the menu, fresh soup is served weekly, and clients may request tortillas or rice.
Meals are prepared and packed for SNAP's delivery drivers by the Valley Memorial HosPital.
Special attention is paid to ensure that meals are served hot, pleasant in appearance, well-
balanced and flavorful. Meals are packaged individually, counted and placed in route-specific
delivery equiPment and placed in the drivers' cares for immediate delivery. All meals and food
items are delivered within two hours of packaging, as required to satisfy Federal food safety
standards. Hot foods are kept hot in special insulated transport containers using heated tiles; cold
foods are transported in coolers using blue ice. Temperatures are regularly monitored for
compliance with Federal standards.
Daily, Spectrum's Home Delivery Coordinator is responsible for coordinating meals with the
Drivers and making arrangements and adjustments for any dietary needs. The Coordinator also
Spectru'm Co'mnmni~v Services 2004-2005 _
Meals On Wheels ib:r Dublin Resid.ents
responds to any feedback from drivers regarding clients' safety and personal status, and may
make follow up calls to the senior or referrals to social services.
The Home Delivery Driver plays an important role, beyond simply delivering a meal. Too often,
the Driver is the only person a senior sees all day, and thus is an important component of that
senior's safety net. Drivers are trained to observe physical and environmental changes that might
indicate need for other support services or assistance. Drivers report those changes immediately
to the Home Delivery Coordinator.
Description of Need
In Alameda County, the senior population is expected to increase by more than 75 % from 1990
to 2010. In that same time, the portion of the elderly population who are 85 or older will increase
from nearly 6% to more than 18%. In Dublin, the population over the age of 60 grew from 653
in 1980 to 1,259 in 1990 -- a 93% increase. This enormous population growth in the upper age
brackets has created an increased demand for supportive and assistive services.
As people live longer, the portion of their lives spent in retirement increases. However, a longer
life expectancy does not imply a sustained level of health or mobility. Among adults older than
75, the aging process tends to decrease an individual's ability to live independently. Activities of
daily living become more difficult to perform. Yet nearly all older adults prefer to remain hving
in their own homes, and hope to avoid institutionaliZation.
Among an individual's many activities of daily living that are affected by decreased mobility and
increased frailty is food preparation. This critical activity is tied directly to that individual's
health and well-being. Proper nutrition and regular meals are important to maintaining weight,
metabolic function, energy and balance. Regular food intake can be necessary for certain
medications to act effectively.
A growing number of elders who are otherwise able to care for themselves need Meals On
Wheels service as they recover from an illness or surgery. As we age, the amount of time we
need to recuperate increases. This becomes problematic for an elder without family or other
informal support. Healthful, nutritious meals and human contact promote a speedy recuperation
and return to normal activity levels.
The need for nutrition is coupled with other needs: for social interaction, a sense that one is
contributing, and a need to be loved. All elders experience some loss as they age, whether the
loss of a spouse, siblings, or friends. These losses can result in feelings of loneliness and
helplessness. The delivery of a meal to a frail, homebound elder fulfills a primary need for
nutrition, and provides the opportunity for human contact, even if it is just for a few minutes each
day.
In Dublin, the population served on the Meals On Wheels route ranges from 62 to 98 years of
age. These elders have physical limitations that include being wheelchair-bound, blind, post-
stroke, congestive heart failure, Alzheimers Disease, and emphysema. All of the homebound
elders and disabled adults who receive Spectrum's home-delivered meals are low-income, living
at or below 125% of federal poverty guidelines.
Spect. rm'n Com:munity Services
Meals ()n Wheels For Dubi:in R,esidents
Locations Served
The Meals On Wheels program serves elders in their homes at various locations throughout the
City of Dublin.
Responsible Party
Joan Durie is Spectrum's SNAP Program Director and Nutritionist. She is a Registered Dietitian
and member of the American Dietetics Association. After earning her B.S. in Dietetics and
Institutional Management from Oregon State University, she worked in acute hospitals and Long
Term Care facilities before joining Spectrum in 1982. Mrs. Dude consistently exercises great
care to maintain the. high quality meal service for which SNAP has become known.
Contact Information
Mrs. Durie can be reached at Spectrum Community Services:
1435 Grove Way
Hayward, CA 94546
ph. (510) 881-0300, ext. 222
fax (510)537-3340
Goals and Obiectives
The goal of Spectrum's home-delivered meal program is to maintain or improve the well-being
of frail, homebound elders by providing them with healthful and nutritious meals. Spectrum has
established the following objectives specific to the funds requested in this proposal:
1. Deliver a minimum of 3,472 meals to frail homebound elderly residing in the City of Dublin
(an average of at least 14 per day for 248 serving days) during the grant period from July 1, 2004
through June 30, 2005.
2. During the same grant period, serve a minimum of 17 to 18 unduplicated seniors with home-
delivered meals.
Schedule of Work
If funding is granted, SNAP will continue the Meals On Wheels distribution program akeady in
place. Meals are delivered Monday through Friday, except for holidays, However, SNAP does
offer entrees for holidays and weekends. These meals are delivered during the week, just prior to
the day they will be needed. During the 2004:05 program year there will be a total of 248
delivery days.
Timetable for Invoicing
Invoicing will be on a quarterly basis.
Accessibility for Disabled
The requested funds will be uSed to bring meals to frail, homebound isolated seniors and, when
possible, disabled adults. Because services are delivered to clients' homes, there are no
accessibility issues. The requested funds will be used to increase seniors' access to needed
nutrition.
Spectrmn Com~.~:mnity Services 2004-2005
Meal. s On Wheels for Dublin Residents
Preliminary Budffet
The City of Dublin has generously provided $5,000 in CDBG funds for FY 2003-2004 to support
Spectrum's program of home-delivered meals in Dublin. As costs continue to increase,
Spectrum finds it necessary to approach the City of Dublin to continue to support this
established, critical service to Dublin residents. Spectrum requests $5,189 in CDBG funding for
FY 2004-05 to cover a portion of the costs of the Dublin Meals On Wheels route. Funds will be
used for 25% of the Home Delivered Coordinator's salary, and for route mileage. Spectrum will
continue to cover the cost of the meals themselves (at $1.11 per meal):
Spectrum will continue to cover the 12% administrative costs, and all operational and delivery
costs for the Dublin route.
This Other Total
Request Sources Proiecl
PAID STAFF:
Home-Delivery Coordinator (261 days, 25%) 2,151 2,151
Benefits:
FICA 133 133
MEDFICA 31 31
SUI 90 90
WCOMP 215 215
Medical 411 411
Total Benefits 880 880
Total Salary & Benefits 3,031 3,031
OTHER EXPENSES:
Catered Meals(S1.11/meal x 14 meals/day x 248 days) 3,854 3,854
Mileage(29 miles/day x $0.30/mile x 248 days) 2,158 2,158
Total Other Expenses 2,158 3,854 6,012
TOTAL: 5,189 3,854 9,043
Creating solutions, changing lives. Easter Seals Bay Area
180 Grand Avenue, Suite 300
Oakland, CA 94612
510.835.2131 phone
510.444.2470 fax
December 1, 2003
Ms. Julia Abdala
Housing Specialist
City of Dublin
100 Civic Plaza
Dublin, CA 94568
Dear Ms. Abdala:
On behalf of the board and staff of Easter Seals Bay Area, I appreciate the oppoKunity
to submit this proposal for Community Development Block Grant funding from the City of
Dublin for July 1,2004 through June 30, 2005. Your support will help Easter Seals
continue its 74-year history of creating solutions and changing the lives of children and
adults with disabilities throughout the Bay Area, and its 20 years of service to Dublin
youth.
The Easter Seals Kaleidoscope After-School Program has been one of the most
respected social service organizations in the Tri-Valley, delivering essential services to
local families at our Dublin site. We are the only Tri-Valley organization that provides
this type of program, and our goal is to continue helping young people with special
needs feel safe and accepted, while mentors inspire them to create a rewarding and
productive future. The Easter Seals Kaleidoscope After-School Program focuses on
integrating the children and young adults into the community, so they avoid isolation and
are comfortable and confident in typical environments. In addition, we are moving ahead
with plans to expand our local program during the City's 2003/2004 fiscal year in order to
serve additional youth.
With funding of $10,000 from the City of Dublin, we will be able to increase opportunities
for inclusion through community activities and staff professional development. With
community-based activities and specialized staff training, we can move closer to our
goal of helping each youngster develop the tools needed to live as independently as
possible as an adult.
Thank you again for allowing us to submit our proposal. We welcome any questions,
and look forward to the opportunity to discuss our proposal with you.
Sincerely, [~
President and CEO
RECEIVED
[~[C 0 1 ZOO3 ATTACHMENT 3H
DUBU~
ALA3/IEDA COUNTY HOUSING& COMMUNITY DEVELOPMENT
PROJECT APPLICATION FORM
2004/2005 PROGRAM YEAR
1. Project to serve/be located in: City of Dublin
2. Organization to be funded: Easter Seals Bay Area
3. Address/Location of project: 7425 Larkdale Avenue
4. Project title: Easter Seals Kaleidoscope After-School Program
5. Activity type (from attached list 05B - Handicapped Services
of eligible activities):
6. Description: Provide more than 64,000 hours of service annually to 78 young people with
developmental disabilities, helping them develop the tools they need to live as independently as possible
as adults.
7. Indicate how this project will benefit low to moderate income households: Nearly 60% of the
young people served come from low or moderate income households. 100% of the individuals served have a
disability.
8. Schedule - List major benchmarks in the development and implementation of project. Include
expected completion date. (For example, project survey and design, acquisition, construction-start,
construction-completion.) '~'
9. Benchmark: [ Date.:
Program started in 1981 and is ongoing. Program expansion and capital improvements are slated to be
completed in early May 2004.
Submitted by: Andrea Waldron [ Title: Grants Manager
Address: 180 Grand Avenue, #300
City, State, Zip: Oakland, CA 94612
Telephone #: 510-835-2131, ext. 107 Fax #: 510-444-2470
Tax Payer ID: 94-3120231 E-mail: awaldron@esba.org
ECEtYED
10. Project Benefit:
A. Identify the area that the project is serving (i.e., site 7425 Larkdale Avenue
address, citywide, census tract(s), and/or service area).
B. Attach map with clearly identified boundaries of .,, · ~,-,. 's ~ ,,~, ,~, ,~;" ,,,---
areas to be served and/or beneficiaries of project.
01 People
C. Identify type of accomplishment (# of people; # of 04 Households
housing units; # of public facilities). See attachment for 08 Businesses
clarity of which accomplishments can be used with each Organizations
project type. 10 Housing Units
11 Public Facilities
13 Jobs
1. Number of beneficiaries: 78
2. Number of beneficiaries with income less than 50 11
~ercent of the County median, if applicable:
3. Number of beneficiaries with income between 50 and 34
80 percent of County median, if applicable:
4. Total (2+3): 45
5. Percent (4 divided by 1 and converted to %): 58%
D. Source(s) of data: Client survey
11. Proiect meets which of the following National Obiectives as defined in CDBG Regulations:
A. Benefits low and moderate income households: ( )Area (JOLimited Clientele ( )Housing ( )Jobs
If using "area" benefit, ensure that city/census tract is at least 51% low/moderate income based on the
2000 Census. (If 2000 Census figures are not yet available, 1999 Census figures may be used. This is the
only criteria for "Area" benefit.
B. Aids in the prevention or elimination of slums or blight
C. Meets regulatory provision for an activity designed to meet a community developmem need having a
particular urgency
12. Budget Projection:
$23,915
A. Estimated total cost of project:
$23,915
B. Estimated funding from all sources:
Dublin CDBG $10,000
Source//1:
Other grant funding $13,915
Source//2:
Source//3:
NOTE: Sum of Source #1-3 should equal "12A" above.
C. Estimated budget by funding source (use appro] ~riate categories depending on pro)ect):
Funding Source//1 Funding Source//2 Funding Source//3
Design/F~ngineering
Property Acquisition
Construction Contracts
(Rehab, Land Prep.)
Staff Salaries & Benefits $10,000 $13,915
Office Expenses
Contract Services
Relocation Expenses
Total $10,000 $13,915
13. Agency Description: Attach a description of the agency or project including history, staffing, and current
capacity.
Proposal to City of Dublin~"
For Community Development Block Grant Funding Decem 0
Organizational Description
Easter Seals Bay Area's mission is to create solutions and change the lives of children and
adults with disabilities and special needs, and their families. Through its innovative services,
Easter Seals promotes equality and dignity, providing opportunities for independence,
community integration, and enhanced health and wellness.
Easter Seals Bay Area is a private, 501(c)(3) non-profit organization. Since 1927, Easter Seals
Bay Area has delivered direct services to individuals with disabilities, and we currently serve
more than 2,000 people. Each month, we serve Bay Area residents in Alameda, Contra Costa,
Solano, Napa, San Francisco, San Mateo, and Santa Clara Counties.
In every way, Easter Seals Bay Area is a local organization, although we benefit from having a
nationally recognizable brand and mission. We are an affiliate of Easter Seals which includes a
nationwide network of separately incorporated affiliates. However, Easter Seals Bay Area has
independent governance, a separate 501 (c)(3) designation, and local headquarters in Oakland.
Our direct services in the E~ay Area include:
· Early Intervention services for children under 3 who have a diagnosed disability or are
at-risk for developmental delays, including treatment and screening services for siblings,
as well as groups, socialization opportunities, and parent education opportunities outside
the home
· A fully-inclusive Child Development Center, with on-site Early Intervention services
· Health and Wellness services for individuals of all ages who have disabling conditions
· After-School Programs for children and young adults ranging in age from 5 to 22 who
have developmental disabilities
Easter Seals Bay Area employs 132 staff. Nineteen of them work in the Easter Seals
Kaleidoscope After-School Program, along with 3 volunteers, providing services for 50
individuals with developmental disabilities. Ron Halog has been managing the program for
6 years, and has over 20 years of experience working with people who have developmental
disabilities. Mr. Halog holds a Bachelor of Arts degree in Recreation and Leisure Studies, and
he has 14 years of experience directing recreational programs. Our activity coordinators and
activity aides have training in early childhood education or child development, professional
assault response, developmental disabilities, and behavior management.
Easter Seals Bay Area Page
Proposal to City of Dublin 5~ ~
For Community Development Block Grant Funding December 2003
1. Program Description
Need for the Program
For more than 20 years, the Easter Seals Kaleidoscope After-School Program in Dublin has
taught vital independent living skills to Tri-Valley youth with developmental disabilities. In 1981,
our program was created by parents who knew first-hand about the lack of local services
designed to meet their children's special needs. In 1998, the program merged with Easter
Seals, and the need still remains for a place Where children with developmental disabilities can
feel safe and accepted, while mentors motivate and inspire them to create a rewarding and
productive future. Easter Seals Kaleidoscope is the only program of its kind in the entire
Tri-Valley, and was named "Organization of the Year" by the City of Dublin in 2000.
According to the United States Census Bureau, in the state of California alone there are almost
six million people over the age of five living with a disability (as defined by the Americans with
Disabilities Act of 1990). Locally, of the approximately 1.4 million people living in Alameda
County, almost 250,000 people over the age of five have an identified disability. Furthermore,
there are approximately 2,100 people with a disability between the ages of 5 and 20 living in the
Tri-Valley area (the Cities of Livermore, Pleasanton, and Dublin). This coupled with the lack of
after school programs that can adequately address the needs of these individuals, presents a
significant need for quality after-school care for individuals with developmental disabilities that is
provided in a competent and caring environment.
Current Program Description
The Easter Seals' Kaleidoscope After-School Program currently serves 45 Tri-Valley youth,
though we really serve 45 families. Our program helps young people successfully transition into
resourceful and productive adults, and at the same time, we make it possible for parents to
maintain employment, continue their education, and meet the needs of their other children.
We also share our knowledge with parents, so they can more effectively meet the needs of their
child who has a disability. As the only Tri-Valley organization that provides this type of program,
we consistently maintain full enrollment, with a waiting list of families who want to enroll their
children.
Our program focuses on integrating the children into the community, so they avoid isolation and
are comfortable and confident in typical environments. We incorporate a variety of community-
based activities to teach social skills, coping skills, vocational skills, and self-esteem. For
example, our youth practice daily living skills, such as grocery shopping, handling money,
ordering from a menu, and filling out a job application. They also enjoy recreational activities,
and some compete in sports tournaments, like soccer and bowling. Perhaps most important,
our youth spend time doing the same things that other youth do after school and over summer
vacation, gaining the confidence they need to live as independently as possible.
Easter Seals is continually evolving the Kaleidoscope After-School program to more actively
integrate community-based activities into our regular programming. The program focuses on
integrating the children and young adults into the community, so they avoid isolation and are
comfortable and confident in typical environments. We incorporate a variety of community-
based activities to teach social skills, coping skills, vocational skills, and self-esteem.
These types of endeavors provide opportunities for Easter Seals Kaleidoscope participants to
be challenged and grow in ways that an exclusively center-based program does not allow for.
Easter Seals Bay Area Page
Proposal to City of Dublin ~ ~0 ~
For Community Development Block Grant Funding December 2003
Participants of the Easter Seals Kaleidoscope After-School program spend a good portion of
their time engaged in community-based activities, which Easter Seals coordinates with other
community partners. Community-based activities allow participants' to identify and model age-
appropriate communication and social behaviors. Equally, the cOmmunity benefits because
they learn to understand and accept differences, and experience first hand the contributions
people with disabilities can make. What's more, these experiences prepare our participants to
live independently and obtain employment in the future.
Some of Easter Seals Kaleidoscope's community-based activities take place in the form of
structured events, such as last DeCember, when over 40 children and young adults from Easter .
Seals After-School Programs toured two Coast Guard Cutters stationed at Coast Guard Island in
Alameda, CA. While the Oakland Council of the Navy League of the United States hosted the
excursion, Easter Seals Kaleidoscope provided for all staff time and transportation related
expenses. Community-based activities such as this clearly demonstrate Easter Seals
Kaleidoscope's holistic approach to our programs, combining recreational, vocational,
behavioral, and social activities.
Easter Seals Kaleidoscope also realizes the importance of providing opportunities for our
participants to practice everyday living skills in typical and inclusive environments. For instance,
some activities include ordering from a menu in a restaurant, or interacting with others at local
community parks. These types of community-based activities may seem insignificant, but in
reality they adequately prepare young people to meaningfully participate in the community when
they reach adulthood. These activities, when viewed as part of our behavior management
program, provide parents and staff an opportunity to work with each individual to appropriately
handle disruptive social behaviors and serve as behavior coaches. Easter Seals
Kaleidoscope's community-based outings provide an ideal environment for participants to
practice and cultivate these skills.
Planned Proqram Expansion
We currently serve 45 children and youth, ages 5 through 22, teaching them vital independent
living skills. In June 2003, the Easter Seals Board of Directors unanimously approved the Easter
Seals Kaleidoscope Campus Project. With the completion of the Easter Seals Kaleidoscope
Campus Project in early May 2004, we will have 68% more indoor space (increasing from 2,800
to 4,800 square feet), enabling Easter Seals Kaleidoscope to increase its licensed capacity from
45 to 78, and provide approximately 64,000 service hours annually.
Through the Easter Seals Kaleidoscope Campus Project, Easter Seals Bay Area intends to
dramatically improve the % acre site we own, in order to provide a new facility for the Easter
Seals Kaleidoscope Program. Renovating and expanding our existing Dublin site allows us to
effectively optimiZe program space. The new site plan creates the appropriate separation of age
groups; offers the right configuration of space to work with individual maladaptive behaviors,
when they occur; and allows for several enhancements to the program's independent living
skills curricUlum. In addition, the new campus enables Easter Seals to actualize its vision of
community collaboratives throughout the Tri-Valley. Using this site as a base, Easter Seals Bay
Area plans to form collaboratives with other community-based organizations in Alameda
County, to support the integration of children with developmental disabilities into existing
programs.
Without contributed revenue, including grant funding, it would be impossible to continue
providing this vital program that changes the lives of young people like living in Dublin. The
Easter Seals Bay Area Page 3
Proposal to City of Dublin (~0 ~
For Community Development Block Grant Funding December 2003
Regional Center of the East Bay allocates funding from the California Department of
Developmental Services, and reimburses us for each hour of direct service. However, we rely
on contributed revenue to fund activity fees, facility needs, transportation costs, staff retention
strategies, and staff time not spent directly serving youth. A grant from the City of Dublin will
help cover these costs,
2. Responsible Parties
Michael Pelfini, Ed. D., is the President and Chief Executive Officer of Easter Seals Bay Area,
and has held leadership roles with Easter Seals since 1992. He also spent ten years as a
special education instructor in public and private school settings. He received a doctorate in the
area of Organization and Leadership from the University of San Francisco, a Master of Science
degree in Special Education from Dominican College in San Rafael, and an undergraduate
degree in Philosophy.
Ron Hal0g has successfully managed the Easter Seals Kaleidoscope After-School Program
since 1997. He has over 20 years of experience working with people who have developmental
disabilities. He holds a Bachelor of Arts degree in Recreation and Leisure Studies, and he has
14 years of experience directing recreational programs.
3. Contact Information
For questions or additional information regarding this proposal, please contact:
Andrea Waldron
Grants Manager
Easter Seals Bay Area
180 Grand Avenue, Suite 300
Oakland, California 94612
Phone: 510-835-2131, extension 107r
Fax: 510-444-2470
Email: awaldron@esba.org
4. Goals and Objectives
With funding received from the City of Dublin, Easter Seals Kaleidoscope will be able to help 78
young people achieve the following goals:
· Develop the tools needed to live as independently as possible as adults.
· Gain confidence to interact in typical environments.
· Assume decision-making responsibilities.
· Reduce adverse behavior that keeps them isolated from the community.
· Reduce reliance on public assistance programs and avoid institutionalization.
During the City's 2004-2005; fiscal year, we will achieve the following quantifiable objectives:
· Provide 64,000 hoUrs of service to young people with developmental disabilities.
· Serve 78 young people, ages 5 to 22.
· Develop individualized service plans for 100% of the young people served.
· Evaluate and update 100% of the individualized plans at six-month intervals.
Easter Seals Bay Area Page 4
Proposal to City of Dublin ~1 6-~
For Community Development Block Grant Funding December 2003
- Help young people achieve 80% of plan objectives, including improved behavior, social
skills, mobility, and self-esteem.
· Provide quarterly parent meetings and ongoing coaching for parents regarding how to meet
their child's special needs and access available community resources.
$. Schedule of Work
The Easter Seals Kaleidoscope After-School Program takes place year-round, and includes full-
day programming on school holidays and over summer vacation. We plan to invoice the City of
Dublin on a quarterly basis.
6. Accessibility to Persons with Disabilities
As our program focuses on indiViduals with disabilities, all our facilities are fully accessible. We
also provide vans capable of transporting individuals with disabilities, and we offer adaptive
equipment and toys. Additionally, when we select our destinations for community-based
activities, we are careful to choose locations that are accessible.
7. Budget
Easter Seals Kaleidoscope receives 61% of its funding from the Regional Center of the
East Bay. However, these funds do not come close to covering our full operating costs, which
include activities for the children, program materials, facility costs, and staff costs. City of
Dublin CDBG funds will be applied directly to essential staffing costs that are not
reimbursable by the Regional Center. More specifically, they will cover the time spent by our
three Activity Coordinators on various functions that make it possible for us to continue
providing a high-quality program, including:
· Developing our program and consulting with our behaviorist.
· Contacting other organizations to plan activities.
· Coordinating each young person's individualized service plan with teachers who work with
our youth during the school day.
· Meeting with parents to review and update their child's individualized service plan.
· Developing and conducting parent education programs.
· Overseeing health and safety issues, including maintenance for our vans.
· Coordinating with providers who transport youth to and from our program.
· Attending job fairs and other recruiting mechanisms.
· Attending staff meetings and professional development programs.
Coordinators spend three hours each day on these tasks, before the young people arrive after
school. They pre-plan the summer program during the school year, so they can devote
themselves to full-day programming with our youth over the summer.
Description City of Total
Dublin
Activity Coordinators - 3 hours/day in preparation time x 5 days/week
= 15 hours/week x 3 Coordinators = 45 hours/week x 34.66 weeks =
1560 hours/year x $15.33/hour $10,000 $23,915
Easter Seals Bay Area Page 5
Internal Revenue Service De partment of the Treasury
P. O, Box 2508
Cincinnati, OH 45201
Date: April 15, 2002 Person to Contact:
Mr, Corbin-3100205
Customer Service Specialist
Easter Seal Society Of The Bay Area Toll Free Telephone Number:
2757 Telegraph Ave 8i0o a.m. to 6:30 p.m. EST
Oakland, CA 94612-1733 877-829-5500
Fax Number:
513-263-3756
Federal Identification Number:
94-3120231
Dear Sir or Madam:
This letter is in response to your request for a copy of your organization's determination letter. This letter will
take the place of the copy you requested.
Our records indicate that a determination letter issued in March 1996 granted your organization exemption
from federal income tax under section 501(c)(3) of the Internal Revenue Code. That letter is still in effect.
Based on information subsequently submitted, we classified your organization as one that is not a pdvate
foundation within the meaning of section 509(a) of the Code because it is an organization described in
sections 509(a)(1) and 170(b)(1)(A)(vi).
This classification was based on the assumption that your organization's operations would continue as stated
in the application. If your organization's sources of support, or its character, method of operations, or
purposes have changed, please let us know so we can consider the effect of the change on the exempt
status and foundation status of your organization.
Your organization is required to file Form 990, Return of Organization Exempt from Income Tax, only if its
gross receipts each year are normally more than $25,000. If a return is required, it must be filed by the 15th
day of the fifth month after the end of the organization's annual accounting pedod. The law imposes a
penalty of $20 a day, up to a maximum of $10,000, when a return is filed late, unless there is reasonable
cause for the delay.
All exempt Organizations (unless specifically excluded) are liable for taxes under the Federal Insurance
Contributions Act (social security taxes) on remuneration of $100 or more paid to each employee during a
calendar year. Your organization is not liable for the tax imposed under the Federal Unemployment Tax Act
(FUTA).
Organizations that are not pdvate foundations are not subject to the excise taxes under Chapter 42 of the
Code. However, these organizations are not automatically exempt from other federal excise taxes.
Donors may deduct contributions to your organization as provided in section 170 of the Code. Bequests,
legacies, devises, transfers, or gifts to your organization or for its use are deductible for federal estate and
gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Code.
Bay Area Community Services
PROPOSAL SUMMARY
City of Dublin CDBG
FY 2004-2005
1. Narrative Descripti°n of Program
Valley Creative Living Center (Valley CLC), a program of Bay Area Community
Services (BACS), is a year-round, social/vocational rehabilitation day program serving
low and very low income residents with mental illness in the Th-Valley area. Valley
CLC provides service to clients who primarily rely on Medi-Cal for their insurance
coverage. This community-based service assists clients with a history of severe and
persistent mental illness in functioning as independently as possible, by offering a variety
of groups and support services. Employment is a major focus of the program. We offer
in-house job skills training groups as well as individual support for job searches, and
work with the Department o'f Rehabilitation to provide members with access to job
opportunities. Other activities focus on skill building, including budgeting, money
management, cooking and nutrition, gardening and other independent living skills. We
also work with members on issues such as self-esteem, symptom management, and
leaming to use supports within the community.
Valley CLC is an essential component in the continuum of mental health services in
Alameda County, providing day rehabilitation, socialization, pre-vocational, educational
services, as well as advocacy and coordination with other mental health services in the
Tri~Valley area of Alameda County. The Valley CLC works closely with other local
services providers inclUding the Valley Mental Health Center, the Valley Community
Health Center, Department of Rehabilitation, Kaiser, Eden Hospital, Gladman Day
Treatment, Regional Center of the East Bay, Cronin House, Board and Care Homes, as
well as private therapists and psychiatrists in the community. The Director also attends
the Joint Meeting of the Valley Mental Health Advisory Committee and the Valley
Council for Mental Health as well as INTERACT meetings, to provide comprehensive
services for our clients. The .Valley CLC is a resource and support for parents and
relatives who have a family member with mental illness. Valley Creative Living center
has served the Th-Valley area for over 15 years. The entire Th'Valley area (Dublin,
Pleasanton, and Livermore) is the target area for the program. Approximately 15°/8 of the
clients we serve are from Dublin.
Valley Creative Living Center operates on the clubhouse model which fosters a sense of
home, belonging and mutual support. We are open three days a week and engage
members in activities that develop bas/c living, skills, self-esteem and pre-vocational
skills. Members plan activities, including planting our community garden, celebrating
cultural diversity, and planning cultural and recreational outings to museums, libraries,
parks etc.
ATTACHMENT 31
Program goals are: to prevent unnecessary and costly hospitalizations; to provide a
supportive setting for clients to move toward independent living or remain stable in their
current living situation; to engage clients in rehabilitation efforts and programs; to
support our clients' efforts to engage in employment by providing pre-employment
training; and to be accessible, relevant and useful to the area's various ethnic and racial
groups.
2. Responsible Party
Elizabeth Prince, MFT
Executive Director
The Executive Director of Bay Area Community Services is Elizabeth Prince, M_FT. Her
responsibilities include overseeing the financial viability of the organization, hiring and
firing staff, working with the Board of Directors, interfacing with government and
community entities, building collaborations, and program planning and development.
She has a Master's Degree in Counseling and an MFT license, with over 18 years
experience in social services. She was with BACS as the Director. o£Mental Health
Services for ten years before becoming the Executive Director in November 2002.
3. Contact Information
Agency Name: Bay Area Community Services
Address: 7901 Oakport Street, Suite 3400
P.O. Box 2269
Oakland, CA 94621
Contact Person: Clayton Goad, MFT Title: Director, Mental Health Svcs.
Telephone: (510) 613-0320
Program Name: Valley Creative Living Center (Valley CLC)
Address: 3900 Valley Ave., #B
Pleasanton CA 94566
Contact Person: Lisa Elfand, Ph.D. Title: Program Director
Telephone: (925) 484-8457
4 Goals and Obiectives for FY 2004-2005
1 To respond to the needs of the community by serving a minimum of 10 very Iow
and Iow-income Dublin residents with psychiatric disabilities.
2 To proved ongoing rehabilitation services, three days per week, year round in the
following categories of applied living skills: money management and budgeting,
job preparation skills, pre-employment training classes or placement in paid jobs,
food preparation and nutrition, community awareness, stress management and
self esteem, leisure skills, current events and cultural awareness.
3 To help 10 Dublin residents and their families,.if appropriate, understand mental
illness, manage their symptoms, and utilize other mental health support services
in order to prevent unnecessary hospitalizations.
5 Proposed Schedule of Work
The program is fully operational and is ongoing. Continued outreach will be made to
residents of the Th-Valley area, including Dublin. Funds will be invoiced once, at mid-
year. Monitoring reports will be submitted quarterly
6. Program Accessibility to the Disabled
Prospective clients must have a diagnosis of a severe and persistent mental illness to be
eligible for services, and are evaluated for entrance to the program based on need for the
service. In addition, the site meets ADA standards for wheelchair accessibility. Several
of our members have physical as well as mental disabilities.
7 Budget
Please see attached budget. We are requesting $5,000 from the City of Dublin toward
staff costs of he Valley Creative Living Center.
BAY AREA COMMUNITY SERVICES, INC.
Budget & Expenses for FY 2005
Agency Budget 7/1/2004-6/30/2005
Description VALLEY
G/L : MItS
REVENUE :
55300 Govt Contracts/MHS Alameda County : 149,668
55400 Dublin, City of (proposed) 5,000
55400 Livermore, City of (proposed) : 5,000
55400 City Pleasanton (proposed) : 5,000
TOTAL REVENUE 164,668
EXPENSE
70100 Salaries-Reg 67,780
70110 Salaries-Sub 1,599
Salaries Total * 69,379
71200 Worker's Compensation : 2,447
713i0 Health Benefit/Medical 10,407
71320 Health Ben/Dental 1,000
71330 Health Ben/Life Ins 250
71340 Health Ben/Vision : 240
72100 Fica : 5,307
72200 Sui : 694
:
Fringe Benefits Total. : 20,345
Salaries and Benefit Total : 89,724
80015 Doctors Fees : 100
80095 Data Processing Fees 210
Contracted Services Total 310
(prof Fees Total) ..................
81030 Program Supplies 500
81040 Food Supplies 500
80160 Office Supplies 550
81080 Biding & Gr Supplies 250
81120 Food Service Supplies 200
Supplies Total 2,000
82000 Telephone : 2,000
PAGE 1 OF 3
BAY AREA COMMUNITY SERVICES, INC.
Budget & Expenses for FY 2005 : ~7
i 2
Agency Budget 7/1/2004-6/30/ 005
:
Description VALLEY
G/L MHS
83000 Postage 200
..
84010 Rent : 32,060
84060 Gas & Electric : 2,200
84090 BIdg Repair/maintenance : 200
Occupancy Total : 34,460
..
85100 Equipment - Expendable : 350
85300 Equipment - Lease/rent : 780
85400 Equipm - Repair/maint : 500
Equipment Total : 1,630
.
86100 PrintingCopy Service : 100
86500 Publ/educational Material 100
86600 Advertising 1,000
Printing & Publ Total 1,200
:
87300 Vehicle Operations : 250
87400 Vehicle Repair & Maint : 500
87500 Vehicle Insurance 1,734
87600 Vehicle Registration 310
87700 Local Staff Travel 780
Transportation Total : 3,574
88400 Outside Conferences : 700
88500 Dues & Memberships : 80
Conferences Total : 780
90100 General Liability 1,955
Insurance Total * 1,955
PAGE 2 OF 3
BAY AREA COMMUNITY SERVICES, INC.
Budget & Expenses for FY 2005
Agency Budget 7/1/2004-6/30/2005
Description VALLEY
G/L MHS
94000 Miscellaneous Expense 50
Other total : 50
Operating Expenses : 48,159
-.
Salary and Operating Expenses : 137,883
97000 Allocate Salary and Operating Expenses : 14,376
:
96000 Indirect Cost (revenue)~ 9.00 : 12,409
Total EXPENSES : 164,668
:
:
(LOSS) : 0
PAGE 3 OF 3
ALA~EDA~ COuN'TY i~OUSIi~ .,~ &"CO~NIT¥, DEVELOP:t'VIENT
1. Proj~.t.O se~e~e !Orated in: : Seining: Tri-Valley residents / Location: Pleasanton
2. Orga.n~ation to be funded: Bay Area Community Semices (BAGS)
3900 Valley Ave. ~B, Pleasanton, CA 94566
3. Address/Location of project:
4. Project title: Va iCy:creative kiVins Center' (Valley
5. Activity type(from aaaehed Day Pr0Sram seines Iow to moderate income resiOeats with
list of eligible activities): psychiatric disabilities
Valley GkG is desi9ne0 to enable Iow income adults with mental illness
6. DescriPtion: to manase their, symptoms and maintain psychiatric stability, as well as
transition to, or maintain placement in, school, volunteer or paid work.
7. [ndi~te how this project will benefit Iow to moderate income households:
In FY 2002-03 approximatly 88% of Valley padicipants were on SSi/SSA, with another 5% makin9 less
than $20,000 yearly.
8. SchedUle - List major benc~ks in the devei0pment, and ~ptemenmfion: of project. Include expected
completion date. (For exmple, project s~ey ~d desi~, acquisition, cons~uetion-st~, consm~ion-
completion.)
Valley GkG is a fully operational so6ial semices prosram. Continued outreach will be maOe to
residents of the Yfi-Valley area, imolu~i~ Dublin.
9. Benchmark: Date:
~. Se~e a minimum of 30 ve~ Iow and Iow-income Dublin residents with q. June 30, 2005
psychiatric disabilities.
2. Provide onsoins rehabilitation semices three days per week, year round. 2. Onsoin9
3. Help q0 Dublin residents and their families, when appropriate, 3. Oune 30, 2005
un0erstand mental illness uno prevent unaecessa~ hospitalizations.
Submitted by: Cla~on Goad, MFY Title: Director of Mental Health Semices
Address: 790q Oakpo~ Street g3400
Oakland, CA 9462~
CiB,, State, Zip
Telephone ~: (5~0) 6~3-0320 Fax~: (5~0) 569-4589
Tax Payer ID: 94-~708069 E-mail: cSoad~bayareacs.ors
I0. l~roje~t Benefit:
Service Area: Tri-Valley area
A. Identi~'the area'that the project is serving (i.e., site
address; affected census.tract(s), ¢i~ide, or service area):
!~.:~'~::-' ;i;::.i~ .': .2.¢'Z-~ '~.' x .~ ' ,-' · ~ ~ ..... '-':>~::. ': '~ :}~" :~':~': ~'.,.- ..~' ..' ~ .. ~.' .::~: ~:
C, tdem~ ~e.0~aceOmp~B~ent (¢ of people; ¢ of ~ Hohsehotd~ I
~ous~g mits~# of, pubhS:fhBiliffes). See atta&'m~tfor 08 Businesses
clari~' ofwM¢~ aceo~n~[~hm~'ts can be used with each Org~izations
project¢pe. 10 Hous~g Units
11 Public Facilities
13 Jobs
94
I. Number ofbenefioi~ies:
83 on SS~SSI
2. Number of benefici~ies wi~ income less ~an 50 5 with less than $20.000
percent of~e CounW medi~, ifapplicable:
unknown
3. Number of benefici~ies wi~ ~come be~een 50 ~d
80 percent.of Count. medim, if.applicable:
4. Total. (2+3): 88
94%
5. Percent (4 divided, by 1 an'd conve~ed to %):
D. Source(s) of data: Pa~icipant repo~
I 1. Proje:ct:meets. Whibh;of.~e follow~g National Objectives as defined ~ CDBG Regulations:
Valley CLC sewes disabled population - presumed to be low income
Be~enm tOW ~d:m~0r~e'~comebouseholds: ~ea ~ited Clientele ~Housing ~Jobs
If using ,area" benefi~ enSUre that.city/census tract h at least 51% Iow/moderate income based on the
2000 Ce~as. ,Thig is th8 0~t~ ,'egi~f6~a ;f0r"Area' ben
B. Aids in the prevention Or elimination of slums or blight
C. Meets regUlatory provision for.an activity designed to meet a community development need having a
particular urgency
$164,668
A. Estimated total cost of project:
B. Estimated . ~._di!}g from...a!l .sources: ... $164,668
SoUrce#t: 2004/2005 CDBG ~ds.requested .
Source ff2: Cities of bivermore ($5K)/.Pleasanton ($5K) . ....
NOTE: Sum of Source gl ~3 should equal "12A" above.
C. Estimated budget by hnding source (use appropriate categories depending on project):
DesJ~Engineedng
Staff Sat~Jes
&
BenefiU
Office
E~enses
Overhead
Tot~
13. Agency Description: Attach a description of the agency or project including history, staffing, and current
capacity.
AGENCY INFORMATION
Bay Area Community Services is a private non-profit 501(c)(3) corporation. It has provided
services to adults in Alameda County since 1953. Bay Area Community Services' primary goal
and responsibility is to offer appropriate, cost-effective alternatives to institutionalization that
improve the quality of life for those whom we serve. Clients are adults with special needs
because of age or mental illness.
Bay Area Community Services has been a leader in the development of programs for the
mentally ill, and is known for its willingness and ability to create or change programming to meet
current needs. Many of our programs have been operating for 20 years or longer. The following
is a brief description of Bay Area Community Services' programs:
Older Adult Services include Affordable Home Care Services, Senior Nutrition
Services/Meals on Wheels, Adult Day Care Services, Money Management Assistance
Program, and the Rapid Response Program.
Mental Health Services include:
Creative Living Centers are day rehabilitation programs which served over 500
individuals in fiscal year 2002-03. The programs are Towne House (Oakland), Four
Bridges (Alameda), South County (Fremont), Hedco House (Hayward) and Valley
(Pleasanton). The Creative Living Center's "Clubhouse" design provides support to
adults with severe and persistent mental illness and fosters a sense of home, belonging
and mutual support. They offer a wide range of pre-vocational, social and recreational
activities.
The agency's Emplo_wnent Program facilitates movement into the community through
paid or volunteer work. The program serves people with severe and persistent mental
illness who are in BACS programs as well as those referred from the State Department of
Rehabilitation. In FY 2002-03, 50 clients were served by the program and 25 were
successfully placed in competitive employment throughout Alameda County.
Woodroe Place, a Crisis Residential Program located in Hayward, provides a community
based alternative to hospitalization. With space for 12 individuals, Woodroe Place offers
a structured program day, including group and individual meetings and skill building
activities and workshops. It is open 24 hours per day and serves all of Alameda County.
Last fiscal yearn over 200 individuals were served in this program.
The Supported Independent Living/Case Management program maintains' and operates
several shared houses and apartments in Castro Valley, Hayward, Livermore, Oakland,
Pleasanton and Union City for adults who have reached a moderate level of
independence, and wish to sustain that autonomy. Case management provides supportive
services such as daily living skill's training, and linkages to numerous community
resources. In fiscal year 2001-2002, this program served 156 individuals.
Bay Area Community Services is a member of the Alameda County Behavioral Health Care
system, and as such adheres to strict quality control and utilization review standards for both
County and State. We are cUrrently certified to bill Medi-Cal for Rehabilitative Day
Programming, Crisis Residential Services, Mental Health Services and Case Management.
The responsibility for monitoring and evaluation has been delegated by the Board of Directors to
the Program Committee. Bay Area Community Services conducts ongoing Consumer
Satisfaction Questionnaires, and does a yearly in-house anonymous program evaluation which
gets disseminated through the Program Committee of the Board of Directors and back out to staff
for program development purposes.
Management of agency financial resources requires sound internal accounting systems,
conformance to policy and procedures, accuracy and reliability of financial statements, and
safeguarding agency assets. Disbursements are made according to agency approved budgets and
Program Director's approvals. Accounting procedures are in accordance with GAAP guidelines.
Ongoing monitoring by executive, fiscal, and senior management staff is achieved at bi-weekly
meetings. Financial reports are presented monthly to the Finance Committee of the Board of
Directors. ·
Bay Area Community Services secures an independent annual audit conducted by certified public
accountants in accordance with GAAP guidelines and OMS circular A-133.
The Executive Director of Bay Area Community Services is Elizabeth Prince, MA, MFT. Her
responsibilities include overseeing the financial viability of the organization, hiring and firing
staff, working with the Board of Directors, interfacing with government and community entities,
building collaborations, and program planning and development. She has a Master's Degree in
Psychology and is a licensed MFT. She has 14years of administrative and supervisory
experience, with over 20 years experience in the mental health field.. She has been Executive
Director at BACS Since November 2002 and was the Director of Mental Health Services at
BACS for 10 years..
The Chief Financial Officer for the agency is Barbara MacAuliffe, MA. Her responsibilities
include developing budgets with program staff, preparing monthly financial reports, working
with the Finance Committee of the Board of Directors, and insuring financial contract
compliance. Ms. MacAuliffe has a Master's Degree'in Public Administration and over 20 years
experience in finance. She has been Chief Financial Officer at BACS for 14 years.
The Director of Mental Health Services for BACS is Clayton Goad, MS, MFT. She is
responsible for the oversight of all of BACS mental health programs, including program
development and working closely with the Chief Financial Officer about budgeting. She works
with Alameda County and other funding agencies, developing contracts and monitoring
compliance, and works with the Program Committee of the Board of Directors, preparing the
annual monitoring report. She supervises six Master's level Program Directors. Ms. Goad has a
Master's Degree in Psychology and is a licensed MFT. She has 11 years of administrative and
supervisory experience, and 17 years of experience in the mental health field. She has worked at
BACS as the Director of Mental Health Services since September, 2002 and was previously the
Director of Hedco House, a BACS Creative Living Center for over 7 years.
Valley CLC serves approximately 95 unduplicated adults with severe and persistent mental
illness each year. The program will be administered by Lisa Elfand, Phd. Program Director at
Valley, CLC. Ms. Elfand has been the Director at Valley CLC for 5 years and has been with
BACS since 1996. The program is staffed with tWO Sr. Mental Health workers, one with a
Masters Degree the other with a Bachelors Degree.. They have been with Valley CLC since
1991, and 2003.
ALAMEDA COUNTY HOUSING & COMMUNITY DEVELOPMENT
PI OJECT APPLICATION FORM
2004/2005 PROGRAM YEAR
1. ProjeCt to serve/be located in: Project to serve survivors of domestic violence and people
with disabilities in the Tri-Valley
2. Organization to be funded: Allied Housing, Inc.
3. Address/Location of project: Carmen Avenue & S. Livermore Avenue, Livermore
4. Project title: The Carmen Avenue Project (CAP)
$. Activity type (from attached Construction of 30 units of affordable, permanent
list of eligible activities): supportive housing
6. Description: "GAP" will be a 30 unit permanent supportive housing development which will
house Iow-income households headed by survivors of domestic violence and/or persons with
disabilities. Allied will partner with Tri-Valley Haven and GRIL for supportive services
provision.
7. Indicate how this project will benefit Iow to moderate income households: This will be a new
construction, universally designed, multifami[y rental project providing 30 units of affordable
housing. Additionally, with design focus in green building, it will provide guidance for future
multi-family development, which not only addresses environmental impact, but also more
energy efficient operating costs of an affordable multifamily development. All of the
households directly served by this project will have incomes at or below 50% AMI. These
households will also have special needs, such as having disabilities, being survivors of
domestic violence, and/or homeless/at-risk of homelessness.
8. Schedule - List major benchmarks in the development and implementation of Project. Include
expected completion date. (For example, project survey and design, acquisition, construction-start,
construction completion.) At present the proposed schedule is as follows: 1 st Quarter of 2004
secure financing support from several jurisdictions and Completion of planning and zoning
approvals; 2nd Quarter 2004 completion of underwriting and Commitments for construction and
permanent financing; preparation of LIHTC application; 3rd Quarter 2004: submission of LIHTC
application, subsidy layering review, identification of LIHTC investor; 4th Quarter 2004: ground
breaking, preparation for loan closings, close loans, complete construction bidding and
contracting; 1st Quarter 2005, start construction; 3rd Quarter 2005 start marketing of units; 4th.
Quarter 2005, complete construction and lease up of 30 units.
9. Benchmarks: Date:
Secure loCal and State financing commitments 2aa Qtrs 2004
Secure LIHTC commitments and equity investors 3rd Qtr 2004
Form Equity partnership, close all loans, complete
construction contracting 4th Qtr 2004
Start construction 1 st Qtr 2005
Complete construction 4th Qtr 2005
Submitted by: Marie Lee Title: Executive Director
Address: 22245 Main Street, Suite 204
City, State, Zip Hayward, CA 94541
Telephone#: 510-881-7310 x 313 Fax #: 510-881-7320
' 'ATTACHMENT 3
Tax Payer ID: 94-3205085 E-mail: mlee @ Allied Housing.
[0. Project Benefit:
A. Identify the area that the project is serving (i.e., site Tri-Valle¥ Area
address, affected census tract(s), citywide, or service
ar ea):
B. Attach map with clearly identified boundaries of
areas to be served and/or beneficiaries of project.
01 People
C. Identify type of accomplishment (# of people; # of 04 Households
housing units: # of public facilities). See attachment for 08 Businesses
clarity of which accomplishments can be used with Organizations
each project type. 10 Housing Units
11 Public Facilities
13 Jobs
1. Number of beneficiaries: 30 households
30 housing units
2. Number of beneficiaries with income less than 50 100%
percent of the County median, if applicable:
3. Number of beneficiaries with income between 50 and 0%
80 percent of County median, if applicable:
4. Totat 100%
5. Percent (4 divided by 1 and converted to %) 100%
D. Source(s) of data:
11. Project meets which of the following National Objectives as defined in CDBG Regulations:
A. Benefits low and moderate income households: ( )Area (X)Limited Clientele (X)Housinq ( )Jobs
If using "area" benefit, ensure that city/census tract is at least 51% low/moderate income based on the
2000 Census. This is the only criteria for "Area" benefit.
B. Aids in the p~-evention or elimination of slums or blight
C. Meets regulatory provision for an activity designed to meet a community development need having
a particular urgency
12. Budget Projection:
$10,135,510.
A. Estimated total cost of project:
$10,135,510.
B. Estimated funding from all sources:
Source # 1:' 2004/2005 CDBG funds $30,000.
requested
Source # 2: AHP $232,000.
Source # 3: 1 JHTC Proceeds $4,554,160.
Livermore HOME/In-Lieu $2,265,550.
Source # 4:
Source # 5: Alameda Co. HOME $593,500.
Source # 6: Livermore CDBG $341,500.
Source # 7: SHP/Federal $400,000.
Source # 8: Pleasanton/HOME $531,460.
Source # 9: Private Grants $70',000.
San Ramon & Danville CDBG $60,000.'
Source # 10:
Prem. Loan/CFHA $1,057,340.
Source # 11: ......
Note: Sum of Source # 1-3 should equal "12A" above
C. Estimated budget by funding source (use approphate c. ategories depending on projeCt):
Funding Source # I Funding Source # 2 Funding Source # 3
$30,000.
Design/Engineering
Property Acquisition
Construction Contracts
(Rehab, Land Prep.)
Staff Salaries &
Benefits
Office Expenses
Contract Services
Relocation Expenses
$30,000
Total
13. Agency Description: (Attach a description of the agency or project including history, staffing, and
current capacity- ATTACHED.
1. Narrative Description Of Program (Name, Justification Of Services And Need In Dublin, As Well
Location Of Access To Local Residents).
The Carmen Avenue Project proposal seeks to develop a supportive housing development that
will create permanently affordable housing linked with supportive services for Iow-income
families and individuals. This project specifically targets persons with physical disabilities and
victims of domestic violence, many of whom are homeless or at-risk of becoming homeless. The
proposed development will be professionally designed by Kodama-Diseno Architects and it will
create 30 units of new construction, multi-family apartments, including outdoor and indoor
community spaces. There will be a combination of studios, one, two, and three bedroom units,
with one unit designated as the on-site Resident Manager's apartment. The project will be
developed on a vacant site, approximately one-acre in size, centrally located in the City of
Livermore at the intersection of Carmen Avenue and South Livermore Avenue. This
development will be professionally managed using clear tenant screening and strict
enforcement of house rules and eviction policies.
Additional goals of this project are to demonstrate how green building techniques and
technology, as well as universal design principles, can be incorporated into an affordable
housing development, thereby increasing energy efficiency, reducing waste, promoting the use
of sustainable materials, and incorporating universal accessibility into a long-term housing
investment and resource. The site of the development is a conveniently located in-fill property,
which also helps to achieve these goals by maintaining housing growth within a developed area,
and by creating housing that is closely located to public transportation, shopping, employment,
and educational amenities.
Target Population:
The primary goal of this project is to address the regional and local need for permanently
affordable and supportive housing in the Tri-Valley region. More specifically, this project will
create affordable and supportive housing targeted to very Iow-income and disabled households
and very Iow-income families that have been victims of domestic violence. Many households in
this target population are also homeless or at risk of homelessness due to the multiple
challenges that they find in securing affordable and stable housing as well as accessing the
supportive services that they need to maintain self-sufficiency. Most of the families will be
female-headed households, while much of the disabled population will be single adults.
Documented Need for the Project:
The Alameda County Continuum of Care Plan states that 21% of the current homeless
population are families that are victims of domestic violence and that up 60% of homeless
women became homeless due to domestic violence in their lives. The Continuum of Care Plan
Survey also found that 21% of the homeless population reported some kind of chronic health
· problems and/or physical disability. A 1994 ESN study found that 15% of the homeless
respondents were physically disabled. The Continuum of Care Plan continues to state that only
30% of the current housing need for low-income h0useholds is being met in the eastern portion
of the county. The Alameda County Consolidated Plan concisely states that "the lack of
affordable housing is cited by almost every service provider and funder in the Alameda County
HOME Consortium as the biggest barrier to moving out of and a significant cause of moving into
homelessness". This inability to secure affordable housing and access to the supportive
services that both victims of domestic violence and low-income, disabled persons need to
achieve stability and self-sufficiency, can quickly lead to a chronic cycle of homelessness. The
Continuum of Care Plan emphasizes this situation by stating that 'the availability of permanent
affordable housing is, arguably, the most critical step in the Continuum of Care system". This
situation is particularly critical for Special Needs populations, given the multiple barriers that
they face in achieving and maintaining healthy and self-sufficient lives.'
2.'Name Of Responsible Party And One Paragraph Resume:
Marie Lee is the Executive Director of Allied Housing and brings better than 35 years
experience in the development, financing and management of affordable, public and special
needs housing. For example, she developed credit policies guiding the development of special
needs hoUsing in NYC after the Willowbrook scandal; served as one of the original designers of
the National Community Development Initiative at the Rockefeller Foundation; coordinated
banks' financing of recovery activities in Miami-Dade after Hurricane Andrew; served on the
HUD GSE oversight committee. She came out of retirement to join Allied in 2002.
Carolyn Bookhart, Housing Development. Director, brings six years of experience in the field of
affordable housing and community development. Her experience includes public sector lending
as well as priVate sector development work. She will be the Project Man~tger for the Carmen
Avenue project.
3. Contact Information:
Marie A. Lee Carolyn Bookhart
Executive Director Housing Development Director
Allied Housing Allied Housing
22245 Main Street, Suite 204 22245 Main Street, Suite 204
Hayward, CA 94541 Hayward, CA .94545
510-881-7310 x 313: Phone 510-881-7310, ext. 311' Phone
510-881-7320: Fax 510-881-7320: Fax
mlee @ alliedhousing, erg: E-mail cbookhart@alfiedhousing.org
4. Quantified Goals & Objectives for 2004-2005:
The goal of the project is to create 30 units of permanently affordable housing, [inked with
supportive services, which will serve the supportive housing needs of Iow-income households in
the Tri-Valley region. These services are specifically targeted for persons with physical
disabilities and victims of domestic violence. The objectives include accomplishing the steps
involved in developing this project, such as securing site control, creating designs and
construction documents to build an appropriate development, to secure all zoning and building
approvals and permits, constructing the development, and creating an effective service and
management plan for the future tenants of the development.
Once the project is operational, the goal of providing 30 housing units that are linked with
supportive services, to hoUse very low-income households, specifically those with disabilities
and those who have been victims of domestic violence, can be met. Concurrently, these future
tenants of the development will be empowered to stabilize their housing and receive the '
supportive services that they need, thus reducing their risk'of homelessness and increasing
their ability to achieve self-sufficiency.'
Additional goals of this project are to demonstrate how green building techniques and
technology, as well as universal design principles, can be incorporated into an affordable
housing development, thereby increasing energy efficiency, reducing waste, promoting the use
of suStainable materials, and incorporating universal accessibility into a long-tern housing
investment and resource.
The CDBG funds that are requested will be used to enable the development of this supportive
housing project. These funds will used to pay for Design and Engineering costs, and will be
instrumental in. helping to leverage other sources of financing for the overall development costs.
5, Proposed Schedule Of Work And Timetable For Invoicing Funds:
At present the proposed schedule is as follows:
1st Quarter of 2004 secure funding support from several jurisdictions and complete planning and
zoning approvals;
2nd Quarter 2004 complete underwriting and commitments for construction and permanent
financing; complete preparation of LIHTC application;
3rd Quarter 2004: submission of LIHTC application, subsidy layering review, identification of
LIHTC investor;
4th Quarter 2004: ground breaking, preparation for loan closings, close loans, complete
construction bidding and contracting;.
1st Quarter, 2005: start construction;
3rd Quarter 2005 start marketing of units;
4th Quarter, 2005 Complete construction and lease up of 30 units.
Invoicing will start in the 3rd Qtr of 2004, tied to costs associated with architectural and
engineering costs.
6. Explanation How Pro~am Is Accessible To The Disabled: This project will be universally designed
and as a supportive housing development, services partners have been identified and in
particular regard to outreach to the disabled and the provision of ongoing supportive services,
Community Resources for Independent Living or CRIL will be Allied's service partner. (Tri-
Valley Haven is Allied's service partner for the units targeted for households, headed by
survivors of domestic violence.
?. Preliminary Budget: See attached budget projection
8. Completed "Alameda County HCD Project Application Form"