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HomeMy WebLinkAboutED CDBG Funding 2015-16Agenda Item No: 5 . c
Meeting Date: March 16, 2015
SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Economic Development %(_,
Prepared by: Tom Adams
Economic
ecialist
City Manager Approval.
SUBJECT: Resolution Recommending Community Development Block Grant (CDBG) Project
Funding for the Year 2015-16 to the Marin County Board of Supervisors
RECOMMENDATION: Adopt Resolution.
BACKGROUND: The Community Development Block Grant (CDBG) Program provides grants
from the U.S. Department of Housing and Urban Development (HUD) to local governments for
housing, community facilities, and human service programs serving low income residents. The
County of Marin administers and oversees the HUD program on behalf of the county and cities
within the county. Under the agreement with the county, the City allocates capital and housing
funds and the County oversees public service program funding. In 1999, the City adopted an
application process and allocation priorities, attached as Attachment 1. The City priorities are
larger scale capital and housing projects with City projects first followed by housing. The
conformance of this year's projects with these City priorities is shown in Attachment 2.
Under the adopted process, City staff reviews housing and capital applications and City Council
recommends projects to the Priority Setting Committee (one member from each City in the
County, a member of the Board of Supervisors, and non -elected community representatives of
protected classes). Councilmember Gamblin is the City's representative on the Priority Setting
Committee. County staff evaluates the public service applications and a Local Area Committee
(one Council member, one member of the Board of Supervisors and one community
representative of protected classes), makes a recommendation to the Priority Setting
Committee. The Priority Setting Committee reviews the recommendations from each Planning
Area and the City and makes recommendations to the County Board of Supervisors. Leaving
the public service recommendation with the County allows the City to retain the County's
expertise in balancing a large number of applications with a limited amount of funds.
The process to approve the annual CDBG project funding involves a series of meetings,
including tonight's city council meeting. The initial San Rafael Local Area Committee meeting to
review the Public Services projects was held on March 9, 2015 (Councilmember Gamblin
serves on the Public Services Local Area Committee) - the list of Public Services applications is
shown in Attachment 3. The Priority Setting Committee Meeting is scheduled for March 30,
FOR CITY CLERK ONLY
File No.: 1!4 -1
Council Meeting: -;I I& taot
Disposition: kff t4. i r N 1395.&_
SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
2015 and the Marin County Board of Supervisors meeting is May 5, 2015. Project sponsors
which receive allocations will work with County staff to file the required environmental review,
contracts and certifications, and ultimately receive payment when the project is complete.
It should be noted that the ability to spend CDBG funds in a timely manner has become
increasingly important. Under pressure from Congress, HUD is now more aggressive about
taking CDBG funds away from communities with unspent account balances. Given the threat of
the loss of funding, the City should target CDBG funds to projects that are ready to proceed.
ANALYSIS:
Applications Filed
Five applications for housing and capital projects were filed. In addition, the City participates in
cost sharing for three annual countywide housing projects. A summary of the projects is
attached as Attachment 4 and the applications are shown in Attachment 5.
2015-16 Allocation Amount
The estimated total amount of the grant to the County is $1,295,584. San Rafael receives
39.42% of the net County grant (net is minus the County overhead). This percentage reflects
the City's share of the total County population as well as poverty and over -crowding factors.
San Rafael's grant amount for 2015-16 is $372,749. Of this grant amount, 15% is directed to
public service projects selected by the Local Area Committee and 85% is for housing and
capital projects selected by City Council. The 2015-16 allocation amounts are:
Total County Grant $1,295,584
County Administration ($350,000)
Net County Grant $945,584
San Rafael Allocation (39.42%) $372,749
15% Public Service $55,912
85% Housing and Capital $316,837
Less City share of countywide projects ($134,225)
Total City Housing and Capital Allocation $182,612*
*Staff anticipates there will be additional CDBG program income from the sale of two Buckelew
Programs group homes. Staff anticipates the San Rafael area share will be approximately
$100,000. Since these are housing funds, staff recommends that when these additional funds
become available, $17,000 will be used for the 'Lifehouse — Sunrise II Bathroom Rehabilitation'
project. The balance of the funding from the sale of the homes, anticipated to be $83,000, will
be designated for the Public Facilities Accessibility Improvements (ADA) project as these are
the only two projects ready for implementation in the upcoming fiscal year.
It is possible that the final Marin County grant amount may vary from the current estimate
provided above. Any change to the grant amount will impact San Rafael's allocation. To avoid
the need for an additional hearing, staff recommends that the amounts recommended by
Council be subject to revision if there are changes in the County's CDBG allocation. At that
time, County staff would recalculate the amounts available for each planning area and each
SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3
activity category. To the extent that cuts are needed or additional funds are available, staff will
adjust the preliminary project grant amounts on a proportional basis, rounded to the nearest
hundred dollars.
Conformance to City Priorities
The City priorities adopted in 1999 give primary consideration to projects which:
A. Are City of San Rafael initiated or are joint partnerships with the City
B. Fulfill the requirements of the Housing and Community Development Act of 1974 (HUD
Regulations)
C. Are affordable housing projects or community facility related activities within the San Rafael
Planning Area
D. Are projects that will move forward quickly, have the greatest impact, and can be
completed within a reasonable time frame
A matrix evaluating the conformance of the applications with the City priorities is included as
Attachment 2. It should be noted that to qualify under priority D, a project must be a complete,
distinct activity that is not part of an ongoing maintenance program, have secure financing,
reasonable site control, and not be the first step in a multiple year planning and fundraising
campaign.
Recommended Projects
Four projects are recommended for funding:
1. Public Facilities Accessibility Improvements (ADA) — City of San Rafael
2. Fair Housing Program — Fair Housing of Marin
3. Rehabilitation Loan Program — Marin Housing Authority
4. Residential Accessibility Modifications — Marin Center for Independent Living
The funding requests and staff's recommended allocations for Housing and Capital Projects are
shown in Attachment 4. In making these recommendations, staff coordinated with County staff
and evaluated each project's conformance with City priorities. The City's Public Facilities
Accessibility Improvements (ADA) project was given the highest priority for Housing and Capital
Projects. The three countywide housing projects were supported because they provide services
to the entire County and San Rafael's participation ensures that San Rafael residents continue
to receive these services in a manner comparable to other County residents. No funds
remained for other projects.
The following is a short summary of the specifics of the programs and allocations:
CITY OF SAN RAFAEL HOUSING AND CAPITAL PROJECTS
Public Facilities Accessibility Improvements (ADA) $182,612
The federal Department of Justice (DOJ) designated San Rafael a participant in their "Project
Civic Access" which requires all city facilities to come into compliance with Title II of the
American with Disabilities Act of 1990 (ADA). The City entered into a settlement agreement
with the DOJ that requires the City to comply with ADA requirements for all construction or
alterations to public facilities and streets that commenced after January 26, 1992. The
agreement specifies new curb ramps and revisions to public facilities such as the library, City
Hall, City Plaza, parks, parking lots and structures that must be made pursuant to a 10 year
schedule (2004 to 2014). The City of San Rafael complied with the settlement agreement and
completed most of the work; however, given the size, complexity, and cost of the ADA curb
SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 4
ramps portion of the project, the DOJ granted the City a five year extension to complete the curb
ramps and the schedule now runs through 2019. While $400,000 is the annual request for the
ADA project, given limited funding, only $182,612 was available this year to support this project.
However, it is recommended that an additional $87,000 in CDBG program income be
designated for the ADA project as the result of the sale of two Buckelew group homes. With the
additional funding, the ADA project will have roughly $270,000 available for the upcoming year.
COUNTYWIDE HOUSING PROGRAMS
Fair Housing Program $20,696
The Fair Housing Program educates landlords and neighbors about fair housing laws and helps
maintain and encourage population diversity. The program provides community education and
outreach concerning fair housing laws and services, recruits and trains fair housing testers,
monitors discrimination in the housing market, investigates and verifies claims of alleged
discrimination, counsels victims of housing discrimination and pursues fair housing cases in
court. CDBG regulations require that the City and County take affirmative action to further fair
housing; funding this program is a basic step towards meeting this obligation. The
recommended funding amount was coordinated with the County, and represents San Rafael's
share of the overall countywide request.
Rehabilitation Loan Program $107,222
The Marin County Housing Authority loans funds to low income owners of single family homes
(including mobile homes) and to non-profit operated group homes to correct substandard
housing conditions and to eliminate health and safety hazards. The recommended funding
amount was coordinated with the County and represents San Rafael's share of the Countywide
request.
MCIL Housing Accessibility Modification $6,307
Through its Housing Accessibility Modification Program, the Marin Center for Independent
Living provides technical assistance and grants for minor remodeling to make housing
accessible to lower income residents with impaired mobility. The recommended funding amount
was coordinated with the County and represents San Rafael's share of the Countywide
allocation.
Projects Not Recommended
Given the City's obligation under the DOJ settlement agreement to fund ADA related projects,
and the fact that City projects are the highest priority for CDBG funding, there is no funding
available to contribute to the other projects listed in Attachment 4. Although all the proposed
projects serve important needs, the available CDBG funds cannot cover these requests.
FISCAL IMPACT: No direct fiscal impact on the City's General Fund.
OPTIONS:
• Adopt the staff recommendation.
• Alter the staff recommendation of the housing and capital projects selected and/or the
amounts allocated. The total housing and capital allocation cannot exceed $316,837.
• Reject the staff recommendation and provide direction to staff.
ACTION REQUIRED:
1. Adopt Resolution recommending Community Development Block Grant project funding
for the year 2015-16 to the Marin County Board of Supervisors.
SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 5
ATTACHMENTS
Attachment 1
City of San Rafael CDBG Priorities
Attachment 2
2015-16 CDBG Conformance with Priorities Matrix
Attachment 3
2015-16 CDBG Public Services Requests
Attachment 4
2015-16 CDBG Housing and Capital Projects Summary
Attachment 5
2015-16 CDBG Housing and Capital Projects Applications
RESOLUTION NO. 13895
RESOLUTION RECOMMENDING COMMUNITY DEVELOPMENT BLOCK
GRANT (CDBG) PROJECT FUNDING FOR THE YEAR 2015-16 TO THE
MARIN COUNTY BOARD OF SUPERVISORS
BE IT RESOLVED by the Council of the City of San Rafael as follows:
WHEREAS in June, 1999, the City Council revised the Cooperation Agreement
with the County of Marin for Community Development Block Grant (CDBG) funds
whereby the City remained in the County system; and
WHEREAS in December, 1999, the City devised a project selection process and
established allocation priorities for CDBG projects; and
WHEREAS on March 16, 2015, in accordance with the adopted project selection
process the City Council reviewed the submitted applications.
NOW, THEREFORE IT IS HEREBY RESOLVED that the City Council
recommends to the Marin County Board of Supervisors that the $316,837 in CDBG funds
available for allocation by the City of San Rafael be distributed to the projects and in the
amounts as shown on the attached EXHIBIT A subject to adjustments necessary to
accommodate any changes in the final allocation given to the County of Marin by the
federal Department of Housing and Urban Development (HUD), as well as adjustments
for additional CDBG program revenues from the sale of Buckelew group homes.
I, ESTHER C. BEIRNE, City Clerk of the City of San Rafael, hereby certify that
the foregoing resolution was duly and regularly introduced and adopted at a regular
meeting of the Council of said City held on the 16th day of March, 2015, by the following
vote, to wit:
AYES: COUNCIL MEMBERS: Colin, Gamblin, McCullough & Mayor Phillips
NOES: COUNCIL MEMBERS: None
ABSENT: COUNCIL MEMBERS: Bushey
Esther C. Beirne, City Clerk
Exhibit A
2015-16 Housing and Capital Recommended Allocations
Countywide Housing Projects Request City share Allocation
Fair Housing Program $62,850 $20,696 $20,696
Rehabilitation Loan Program $150,000 $107,222 $107,222
Accessibility Modification Program $30,000 $6,307 $6,307
Countywide Housing Total $242,850 $134,225 $134,225
City Capital and Housing Projects Request Allocation
San Rafael Capital
Public Facilities Improvements (ADA) $400,000 $182,612
San Rafael Capital Total $400,000 $182,612
San Rafael Housing
Lifehouse - Sunrise II Bathroom Rehabilitation
$17,000
$0
Marinwood Plaza Housing
$650,000
$0
Rehabilitation Loan Program
$140,000
$0
Whistlestop Renaissance Housing
$1,000,000
$0
San Rafael Housing Total
$1,807,000
$0
PROJECT TOTAL
$2,341,225
$316,837
*Staff anticipates there will be additional CDBG program income from the sale of two
Buckelew Programs group homes. Staff anticipates the San Rafael area share will be
approximately $100,000. Since these are housing funds, staff recommends that when
these additional funds become available, $17,000 will be used for the 'Lifehouse -
Sunrise II Bathroom Rehabilitation' project. The balance of the funding from the sale of
the homes, anticipated to be $83,000, will be used for the Public Facilities Accessibility
Improvements (ADA) project as these are the only two projects ready for
implementation in the upcoming fiscal year.
Attachment 1
City of San Rafael
Community Development Block Grant Program (CDBG)
PURPOSE
Under the provisions of City -County Community Development Block Grant Cooperation
Agreement approved by City Council Resolution No. 10419, the City of San Rafael has
established a City Program for CDBG funds within the San Rafael Planning Area. The City
Council has taken this action for the purposes of:
• Targeting CDBG funds to benefit San Rafael Planning Area residents;
• Coordinating CDBG project funding with other efforts of the City;
• Funding fewer projects with larger grants;
• Measuring the impact of funded projects.
PRIORITIES
In selecting projects for funding, the City Council will give primary consideration to projects
which:
A. Are City of San Rafael or San Rafael Redevelopment Agency initiated or are joint
partnerships with the City or Agency
B. Fulfill the requirements of the Housing and Community Development Act of 1974 (HUD
Regulations)
C. Are affordable housing projects or community facility related activities within the San
Rafael Planning Area
D. Are projects that will move forward quickly, have the greatest impact, and can be completed
within a reasonable time frame
APPLICATION PROCESS
All applications for CDBG funds shall be filed with the Marin County Community Development
Agency, Federal Grants Division, on their forms and consistent with their deadlines. Projects
requesting San Rafael Planning Area funds should indicate the amount requested on the form.
Up to 15% of San Rafael Planning Area funds may be used for public service projects.
Applications for public service funds will be evaluated by County staff and a recommendation
made by the Local Area Committee. Applications for non public service funds will be reviewed
by City of San Rafael staff and a recommendation made by the San Rafael City Council based on
conformance with the City priorities listed above. Final action on the recommendations will be
made by the County Board of Supervisors.
TIMING
Filing deadlines for applications, with the exception of City initiated projects, will be set by the
County. The San Rafael City Council will hold a public meeting to discuss and select projects
from those submitted in the same general time frame as the Planning Area Committee meetings.
The City Council recommendation will be presented to the County Board of Supervisors as part
of the overall County CDBG processing.
Attachment 2
2015-16 CDBG Projects Conformance with City Priorities
San Rafael Housing
City/
HUD regs
Housing,
Quick
San Rafael Capital
Agency
•
Comm
Impact,
BRIDGE - Marinwood Plaza Housing
Proiect
•
Facility
Complete
Public Facilities Improvements ADA
•
•
C
•
San Rafael Housing
City/
Agency
Proiect
HUD regs
Housing,
Comm
Facility
Quick
Impact,
Com tete
Lifehouse - Sunrise II Bathroom Rehabilitation
•
H
•
BRIDGE - Marinwood Plaza Housing
•
H
•
Eden - Whistlestop Senior Housing
•
H
•
Countywide Housing
City/
Agency
Proiect
HUD regs
Housing,
Comm
Facility
Quick
Impact,
Com fete
Fair Housing Program
•
H
•
Rehabilitation Loan Program
•
H
•
Accessibility Modification Program
•
H
•
KEY
H = Affordable Housing Project
C = Community Facility Project
• = Conforms
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Attachment 5
CDBG 2015-16
Housing and Capital Projects
Applications
MARIN COUNTY COMMUNITY DEVELOPMENT
BLOCK GRANT (CDBG) PROPOSAL
2015-16
i._Irf�c)o�6:.
1. Project Name: Sunrise II
3. Project Sponsor: Lifehouse
Contact Person: Brent Kush
Title: Director of Finance and Administration
Mailing Address:
899 Northgate Drive, Suite 500
San Rafael, CA 94903
Telephone: 415 526-5308 Ext.
Fax: 415 472-5739
E-mail: bkush@lifehouseagency.org
2. Total Amount Requested:
Non -housing proposals must
specify the amount requested
from each planning area.
It
$17,000
For non -housing projects only:
Funds
Requested
Lower Ross Valley Planning Area
$
Novato Planning Area
$
Richardson Bay Planning Area
$
San Rafael Planning Area
$
Upper Ross Valley Planning Area
$
West Marin Planning Area
$
Website (optional):
All future announcements will be sent to you by e-mail, unless you indicate otherwise: ❑ Please send by mail.
The County of Marin is committed to encouraging new grant applicants. Please call us at 473-6698 for advice about our
requirements and what to emphasize in your application, and consider attending one of our informational workshops. HUD
requires that all CDBG projects engage in affirmative marketing. That means analyzing which demographic groups are
least likely to apply and taking extra steps to market the program or project to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. The goals of affirmative marketing are to enhance neighborhood diversity and to support the County's
commitment to affirmatively furthering fair housing and equal opportunity.
The concept of fair housing encompasses both federal and state laws that prohibit housing discrimination. The federal Fair
Housing Act prohibits discrimination in the sale, rental, and financing of dwellings, and in other housing -related
transactions, based on race, color, national origin, religion, sex, familial status (including pregnancy and the presence of
children), and disability. In addition, state law prohibits housing discrimination on the basis of age, ancestry, marital status,
medical condition, source of income, sexual orientation, gender expression, gender identity, and many other categories.
4. Project Location: (Precise street address). For housing and capital projects, include the year the building was
constructed and the Assessors Parcel Number.
Address: 48 Golden Hinde Ave., San Rafael, CA 94903
Parcel Number 175-291-10
This is an approximately 55 year old house.
5. Project Description:
This is a home that is licensed by Health Care Licensing for six adults with severe and profound developmental
disabilities. Several of the residents use wheelchairs for mobility and have very limited mobility. One of the
bathrooms is in extremely poor condition due to the wear and tear by residents, most of who are in wheelchairs.
The bathroom requires demolishment of the existing main shower/main bathroom.
6. Total Project Cost: (Include all costs for this particular project regardless of source.)$ 17, 000
7. Project Budget for CDBG Funds:
Budget must include an itemized estimate of how you would spend the CDBG amount you are requesting, as accurate
and comprehensive as possible. For example, land or building acquisition costs, construction costs, remodeling costs,
architectural and engineering fees, salaries, administrative expenses, etc. For rehabilitation or construction
projects, you must include a contractor's written bid or other equally reliable cost estimate, using Davis -
Bacon wage rates if applicable. If your project includes residential rehabilitation, describe your plans to comply with
federal lead paint regulations.
1. Remove all tile and substrate.
2. Install new plumbing and drain.
3. Re -float bathroom drain.
4. Install new waterproof main to code.
5. Install new floor tile 2x2 nonslip.
6. Install dense shield wall border.
7. Waterproof dense shield.
8. Upgrade electrical
9. Install new toilet, sink and fixtures.
8. Other Sources of Funds for this Project: Include amount, source, use, status, and timing of funds other than CDBG
funds, if applicable. Have you applied for the other funds? Are the other funds firmly committed for this project?
Date You Are Funds Date Funds Were When
Source Use Amount Applied Committed? Committed Available
9. Project Implementation:
Who will be responsible for implementing the project? How will it be implemented and what is the proposed schedule
for project implementation?
Lifehouse administrative staff will work with a contractor to schedule the work. Bids will be obtained and the lowest/most
qualified bid will be awarded. The project should take approximately one month to complete.
10. Need for the Project:
A. Need Group
What groups or individuals will benefit from the project? What income level will you serve? How will you document
eligibility? CDBG recipients are required to provide documentation that the majority of the users have incomes at or
below the CDBG income limits. The current upper income limits for CDBG beneficiaries are shown in the table below.
Applicants for housing funds must describe how the project will ensure long-term affordability.
Household
Size
Income
Limit
1
$62,050
2
70,900
3
79,750
4
88,600
5
95,700
6
102,800
7
109,900
8
117,000
This is a licensed group home for 6 adults with developmental disabilities who have
severe and profound medical and self care needs.. The individuals who live here are
considered at the "extremely low income" level. They do receive MediCal. The home is
owned by Lifehouse, a non-profit agency providing residential services to individuals
with developmental disabilities
B. Project Rationale: Why is this project needed? Will it assist an especially needy or underserved group?
Funding for all projects has been negatively affected by the economic downturn and also the cuts and frozen rates from
the state for the services provided by Lifehouse. There have not been funds to make needed repairs.
C. Equal Opportunity: For all projects, which demographic groups are least likely to apply, and what affirmative marketing
steps do you plan to reach them? (Affirmative marketing means analyzing which demographic groups are least likely
to apply and taking extra steps to market the program to those groups. One aspect of affirmative marketing is
implementing strategies to make your program more welcoming and comfortable to the groups which are least likely to
apply. Be sure to consider race, ethnicity, and disability, as well as other demographic factors, in your analysis.)
The residents of this home are referred by the regional center/state of California. Lifehouse has a policy of non-
discrimination in who it serves.
If this project involves housing, how will it affirmatively further fair housing?
The individuals who live here all have disabilities and are considered extremely low income. The home will always house
people from this population.
If this project involves construction, discuss (1) your plans for recruiting women- and minority-owned firms to bid on the
design and development of this project, and (2) your plans to provide employment opportunities to low-income people
and businesses owned by low-income people.
Lifehouse does not discriminate in the selection of contractors. Lifehouse has a policy of non-discrimination when it comes
to contracting work. In recruiting contractors, minorities are always considered.
D. Accessibility: What steps are you taking to make this project (and your overall program) accessible to people with
physical and other disabilities?
All the residents of the home have disabilities. Many of them have physical disabilities necessitating the use of
wheelchairs. This home will always be designated as a home for people with developmental disabilities.
E. Green Building: For new construction or rehabilitation, what will you do to incorporate green building" principles?
A consultant on "green" construction will be consulted and all available materials will be used to accomplish "green"
objectives. Lifehouse as the owner is a nonprofit agency.
o For further information, please call Roy Bateman (473-6698). It's ok to call with any questions at any time.
o The current year's application form must be used.
o Completed applications may be mailed or hand -delivered to the Federal Grants Division, Marin County Community
Development Agency, 3501 Civic Center Drive, Room 308, San Rafael, CA 94903-4157.
o Applications sent by fax or e-mail will not be accepted.
o This form can be expanded to accommodate additional text, but we encourage you to be brief. You may attach
supplementary material. If you need more space for several questions, please answer all questions in sequence.
If you'd like to download this form as a Microsoft Word document, visit: www.marincounty.org/cdbg; open the
Newest Information Panel and scroll to the heading Application Information and Workshops.
o Don't forget to fill out the Organization Profile form.
o All County publications are available in alternative formats (Braille, large print, or CD) upon request. Requests for
accommodations may be made by calling (415) 473-4381 (Voice), 473-3232 (TDD/TTY), or by e-mail at
disabilityaccess @-marincounty.org. This form and other County documents are available in alternative formats
upon request.
DEADLINE: APPLICATIONS MUST BE RECEIVED BY FRIDAY, DECEMBER 5, 2014, AT 5 P.M.
Remember that we don't accept e-mailed or faxed applications.
L•\... �..t-19nt s a.t cront c... t r ,..u.......at.q,:.... P- .4-
Organization Profile - 2015-16 Data Collection Pilot
The County of Marin is interested in more deeply understanding the population demographics of those who staff,
govern and/or utilize the services of Community Development Block Grant (CDBG) and HOME Program grantee and
applicant organizations. More deeply understanding these demographics will address some of the topics highlighted in
the 2011 Analysis of Impediments to Fair Housing in Marin.
The data gathered on this form will NOT determine an organization's likelihood to receive CDBG or HOME funding. If
you do not collect or do not wish to share the demographic information requested, please check the appropriate box
below. We hope you will be able to participate in this pilot project. If you have completed a similar organization profile
form when applying for foundation grants in Marin, feel free to use the information collected for those forms if
submitted within the last 12 months.
Name of Organization: L li^GuLtse' i Xnz-
SC,4 &.t4c
My organization does not gather demographic data. —My organization does not wish to share demographic data.
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Involvement of Clients Your Organization Serves Percent of Board Committee Members Who Are Clients
On Governing Board
On Advisory Committee
MARIN COUNTY COMMUNITY DEVELOPMENT
BLOCK GRANT (CDBG) PROPOSAL
2014-15
1. Project Name: Marinwood 2. Total Amount Requested:
Non -housing proposals must
3. Project Sponsor: BRIDGE Housing Corporation specify the amount requested
from each planning area.
Contact Person: Robert Stevenson
Title: Senior Project Manager
Mailing Address:
600 California St., Suite 900
San Francisco, CA 94108
Telephone: (415) 989-1111 Ext. 4008
Fax: (415) 495-4898
E-mail: rstevenson@bridgehousing.com
$650,000
For non -housing projects only:
Funds
Requested
Lower Ross Valley Planning Area
$
Novato Planning Area
$
Richardson Bay Planning Area
$
San Rafael Planning Area
$
Upper Ross Valley Planning Area
$
West Marin Planning Area
$
Website (optional): www.bridgehousing.com
All future announcements will be sent to you by e-mail, unless you indicate otherwise: ❑ Please send by mail.
The County of Marin is committed to encouraging new grant applicants. Please call us at 473-6698 for advice about our
requirements and what to emphasize in your application, and consider attending one of our informational workshops. HUD
requires that all CDBG projects engage in affirmative marketing. That means analyzing which demographic groups are
least likely to apply and taking extra steps to market the program or project to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. The goals of affirmative marketing are to enhance neighborhood diversity and to support the County's
commitment to affirmatively furthering fair housing and equal opportunity.
The concept of fair housing encompasses both federal and state laws that prohibit housing discrimination. The federal Fair
Housing Act prohibits discrimination in the sale, rental, and financing of dwellings, and in other housing -related
transactions, based on race, color, national origin, religion, sex, familial status (including pregnancy and the presence of
children), and disability. In addition, state law prohibits housing discrimination on the basis of age, ancestry, marital status,
medical condition, source of income, sexual orientation, gender expression, gender identity, and many other categories.
4. Project Location: (Precise street address). For housing and capital projects, include the year the building was
constructed and the Assessor's Parcel Number.
121, 155, 175 & 197 Marinwood Avenue, San Rafael, CA
APN: 164-471-64, 164-471-65, 164-471-69, 164-471-70
5. Project Description:
BRIDGE Housing Corporation proposes the development of Marinwood, an affordable housing project in the heart of Marin
County, available to households earning below 60% of the Area Median Income. The County of Marin has taken active
steps to encourage the development of affordable housing to address the continued imbalance between the needs of both
low income residents, as well as the tremendous number of people employed in low-wage jobs who are commuting into
Marin and damaging the environment as a result. Marin County has identified the Marinwood site as a Priority
Development Area (PDA) and has proposed the mixed-use redevelopment with up to 100 units of housing.
The Marinwood Plaza redevelopment accomplishes the important goals of creating in -fill affordable housing, while
eliminating neighborhood blight. BRIDGE is committed to creating a strong sense of place for Marinwood Village as a new
community center. The nearly 5 acre site, which is situated in unincorporated San Rafael in northern Marin, consists of a
former shopping center. A new grocery store occupies a portion of the site and we hope to redevelop the balance of the
site with affordable housing. Over the last few years, this site has been the subject of an extensive dialogue between
neighbors, owners of the site, County staff, and a series of developers, including BRIDGE. In 2006, the County board of
Supervisors adopted the Marinwood Village Guiding Principles, which outlines the development of a grocery store,
ancillary retail, plaza and improvements along Marinwood Avenue in addition to 100 units of affordable and market rate
housing. The grocery store is close to construction.
The housing project will be split into two parcels, north and south, with the bulk of the retail use, including the new grocery
store and plaza at the center. (Please see the conceptual parcel map and aerial of the site attached). The northern site is
intended to be 1.5 acres and the southern site is intended to be 2 acres. The surrounding neighborhood is primarily single
story homes and an elementary and middle school as well as the Marinwood Community Center are located within a half
mile of the site. In addition, the location is close large regional employers including the County of Marina and Kaiser
Permanente and regional bus service. The site is therefore well situated for a 4% or 9% low income housing tax credit
project.
The proposed project offers a unique opportunity to meet the County of Marin's stated need for more affordable workforce
housing while revitalizing a blighted part of an otherwise healthy neighborhood.
6. Total Project Cost: (Include all costs for this particular project regardless of source.)
$22,885,000
7. Project Budget for CDBG Funds:
Budget must include an itemized estimate of how you would spend the CDBG amount you are requesting, as accurate
and comprehensive as possible. For example, land or building acquisition costs, construction costs, remodeling costs,
architectural and engineering fees, salaries, administrative expenses, etc. For rehabilitation or construction
projects, you must include a contractor's written bid or other equally reliable cost estimate, using Davis -
Bacon wage rates if applicable. If your project includes residential rehabilitation, describe your plans to comply with
federal lead paint regulations.
We intend to use all the requested CDBG funds for site acquisition.
***Please see project sources and uses attachment.
8. Other Sources of Funds for this Project: Include amount, source, use, status, and timing of funds other than CDBG
funds, if applicable. Have you applied for the other funds? Are the other funds firmly committed for this project?
We have not applied for other funding. We anticipate using the requested CDBG funding to complete the acquisition
of the site and will be seeking additional allocations of CDBG funding in next year's funding cycle. In addition, we will
be seeking funds from the Marin Community Foundation, as well as other foundation support. The balance of the
financing will be secured once we have completed the entitlement process and the acquisition of the site.
***Please see project sources and uses attachment.
9. Project Implementation:
Who will be responsible for implementing the project? How will it be implemented and what is the proposed schedule
for project implementation?
The project will be implemented over the next 3-4 years as we work through the entitlement process (securing
environmental approvals & a master plan), and as we further develop the design & seek building department
approvals of financing.
10. Need for the Project:
A. Need Group
What groups or individuals will benefit from the project? What income level will you serve? How will you document
eligibility? CDBG recipients are required to provide documentation that the majority of the users have incomes at or
below the CDBG income limits. The current upper income limits for CDBG beneficiaries are shown in the table below
Applicants for housing funds must describe how the project will ensure long-term affordability.
Household
Size
Income
Limit
1
$62,050
2
70,900
3
79,750
4
88,600
5
95,700
6
102,800
7
109,900
8
117,000
The project will serve households earning no more than 60% of Area Median Income (AMI).
Units will be targeted to lower income ranges. The precise mix will be determined as the
financing plan is developed and has specific targeting regiments that are determined.
Eligibility will be determined by BRIDGE Property Management Company through the lease -up
process and annually thereafter using TCAC standards for income screening. Any special
requirements for income screening for CDBG will be integrated into the process.
B. Proiect Rationale: Why is this project needed? Will it assist an especially needy or underserved group?
Marin County is the wealthiest county in California with a high home ownership rate and very little affordable housing.
Rents countywide have risen over 5% in the last 4 years with IBR rents up nearly 10% (Realfacts.com). Currently, the
average rent for a 2BR apartment in Marin County is over $1,700, out of reach for very low, low and even moderate
income households. This leads most low income residents to overpay for housing; 84% or renters at or below 80% of AMI
are overpaying, according to the County Housing Element. The occupancy rate is the highest in the Bay Area after
Alameda County at over 97%. Although only 5% of Marin residents are living below the poverty line, the majority of Marin's
service and agricultural workers are commuting from outside the County and many from outside the region. Marin's
wealthy households and fast growing senior population create huge demand for services and service jobs, but there is not
enough affordable housing for these service employees to live in Marin County.
The proposed Marinwood project will directly target these families who work in Marin and are in need conveniently located,
high quality housing, which is currently hard to come by. In addition to being affordable, the site offers the advantage of
having public schools nearby in the acclaimed Dixie School District and transit linkages along Highway 101. The new
grocery store will provide convenient shopping and the project's on-site amenities will include laundry facilities, a multi-
purpose community room, BBQ area, open space, and play areas/courtyards. The site's location and affordably levels will
help us to quickly fill units as they come on line.
C. Equal Opportunity: For all projects, which demographic groups are least likely to apply, and what affirmative marketing
steps do you plan to reach them?
BRIDGE Housing Corporation and BRIDGE Property Management Company ("BPMC") will affirmatively market
Marinwood to ensure that there are equal housing opportunities. With respect to treatment of applicants, the process will
not discriminate against any individual or family because of race, color, creed, national or ethnic origin or ancestry,
religion, sex, sexual preference, gender identity, age, disability, handicap, military status, source of income, marital status
or presence of children in a household, AIDS —related conditions, or any other arbitrary basis. When active marketing
commences BRIDGE will advertise in both local and regional newspapers as well as multilingual papers. All marketing
materials will display the Equal Opportunities Logo. BRIDGE will post signage at the project site shortly before
construction is complete with a telephone hot line that will be available in both English and Spanish. These fair housing
efforts will be continued throughout the operation of the project by BPMC.
D. Accessibility: What steps are you taking to make this project (and your overall program) accessible to people with
physical and other disabilities?
Overall, the project shall be accessible to persons with disabilities. The concept of Universal Design and accessibility in
creating a barrier -free environment that is aesthetically pleasing and useable by everyone, regardless of age, ability or life
status is integrated into the design of this project. These accessible features will be designed for use by mobility impaired
residents and potential visitors alike. The project will ensure be in full compliance with Section 504, and the Fair Housing
Act. Access to the building and the residential dwelling units will comply with Uniform Federal Accessibility Standards
(UFAS) and State of California Building Code requirements at a minimum.
A summary of some of the Universal Design / Accessible features that will be incorporated into the building are as follows:
• Accessible street level entrance to the building lobby for visitors and residence.
• Walks and sidewalks within the project will be accessible and meet the requirements for slope and cross slopes.
• Accessible parking and access to elevators to each floor of the building.
• Accessible doorways and routes of travel throughout the building, to the entrance of every dwelling unit and within
each dwelling unit itself.
• Accessible doorways, thresholds and door hardware will be provided.
• Maneuvering space and clearances exceeding code minimums will be provided at bathrooms and kitchens within
the dwelling units.
• Accessible location of environmental controls and switches.
E. Green Building: For new construction or rehabilitation, what will you do to incorporate `green building" principles?
BRIDGE is committed to providing a variety of green measures in all our projects which include: Low -Mercury Lamps,
ENERGY -STAR qualified clothes washers in central laundry facilities and ENGERGY-STAR refrigerators in each unit;
double -flush toilets in every unit, built-in recycling in each unit, low-VOC interior paints, recycled content carpet and CRI -
green label certified to cover 75% of all floor area, and on site storm water management to the degree possible, as well as
bio-swales and planter boxes, and native drought resistant plants in the landscape design. We will also explore the
possibility of participating in the Greenpoint rating program or other comparable sustainable building verification.
* For further information, please call Roy Bateman (473-6698). It's ok to call with any questions at any time.
* The current year's application form must be used.
Completed applications may be mailed or hand -delivered to the Federal Grants Division, Marin County Community
Development Agency, 3501 Civic Center Drive, Room 308, San Rafael, CA 94903-4157.
Applications sent by fax or e-mail will not be accepted.
c This form can be expanded to accommodate additional text, but we encourage you to be brief. You may attach
supplementary material. If you need more space for several questions, please answer all questions in sequence.
If you'd like to download this form as a Microsoft Word document, visit: www.marincounty.org/cdbq; open the
Newest Information Panel and scroll to the heading Application Information and Workshops.
C) Don't forget to fill out the Organization Profile form.
All County publications are available in alternative formats (Braille, large print, or CD) upon request. Requests for
accommodations may be made by calling (415) 473-4381 (Voice), 473-3232 (TDD/TTY), or by e-mail at
disabilityaccess(a)-marincounty.org. This form and other County documents are available in alternative formats
upon request.
DEADLINE: APPLICATIONS MUST BE RECEIVED BY FRIDAY, DECEMBER 5, 2014, AT 5 P.M.
Remember that we don't accept e-mailed or faxed applications.
Ucycle\2015 cyclelapphcations fy15\2015-16 cdbq application form.doc
MARINWOOD PLAZA SOURCES AND USES
12/5/2014
SOURCES AND USES
Predevelopment
Construction
Permanent
Sources of Funds
Period
Period
Period
MCF
1,987,032.50
512,967.50
2,500,000.00
Additional Gap Funding - future CDBG, HOME
3,443,299.44
2,956,700.56
5,101,843.32
Tax Credit Investor
-
900,000.00
17,563,199.45
Construction Lender
-
18,594,997.64
-
Permanent Lender- Tranche A
-
-
3,633,126.29
Permanent Lender- Tranche B
-
1,366,436.40
Tamalpais Foundation
150,000.00
-
150,000.00
County Offsite Funding
-
484,000.00
484,000.00
CDBG/HOME
650,000.00
650,000.00
1,300,000.00
TOTAL SOURCES
6,230,331.94
24,098,665.70
32,098,605.47
Uses of Funds
Acquisition & Carrying Costs
3,990,286.00
-
3,990,286.00
Construction
-
19,620,695.90
19,620,695.90
Architect, Engineers, Permits
1,618,426.00
1,449,875.63
3,068,301.63
Indirect Expenses
271,549.00
515,000.00
816,549.00
Financing
9,000.00
1,438,000.60
1,447, 000.60
Other (Taxes, Soft Cost Contingency, Reserves)
573,570.94
64,701.00
877,879.76
Developer Fee & Syndication Costs
17,500.00
760,392.57
2,277,892.57
TOTAL USES
6,480,331.94
23,848,665.70
32,098,605.47
Site Plan and Parcels
MARIN COUNTY COMMUNITY DEVELOPMENT
BLOCK GRANT (CDBG) PROPOSAL
2015-16
1. Project Name: San Rafael
Residential Rehabilitation Loan Program
3. Project Sponsor: Housing Authority of the
County of Marin
Contact Person: Carmen Hall Soruco
Title: Homeownership Programs Manager
Mailing Address: 4020 Civic Center Drive
San Rafael, CA 94903
Telephone: (415) 491-2532 Ext.
Fax: (415) 472-2186
E-mail: csoruco aninarinhousing.or4
Website (optional): www.marinhousinp.org
2. Total Amount Requested:
Non -housing proposals must
specify the amount requested
from each planning area.
$ 530,000
For non -housing projects only:
Funds Requested-
Lower Ross Valley Planning Area
$
45,000
Novato Planning Area
$
90,000
Richardson Bay Planning Area
$
55,000
San Rafael Planning Area
$140,000
Upper Ross Valley Planning Area
$
35,000
West Marin Planning Area
$
15,000
Countywide Housing
$150,000
All future announcements will be sent to you by e-mail, unless you indicate otherwise: ❑ Please send by mail.
The County of Marin is committed to encouraging new grant applicants. Please call us at 473-6698 for advice about our
requirements and what to emphasize in your application, and consider attending one of our informational workshops.
HUD requires that all CDBG projects engage in affirmative marketing. That means analyzing which demographic groups
are least likely to apply and taking extra steps to market the program or project to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. The goals of affirmative marketing are to enhance neighborhood diversity and to support the
County's commitment to affirmatively furthering fair housing and equal opportunity.
The concept of fair housing encompasses both federal and state laws that prohibit housing discrimination. The federal
Fair Housing Act prohibits discrimination in the sale, rental, and financing of dwellings, and in other housing -related
transactions, based on race, color, national origin, religion, sex, familial status (including pregnancy and the presence of
children), and disability. In addition, state law prohibits housing discrimination on the basis of age, ancestry, marital
status, medical condition, source of income, sexual orientation, gender expression, gender identity, and many other
categories.
4. Project Location: Precise street address). For housing and capital projects, include the year the building was
constructed and the Assessor's Parcel Number.
The Residential Rehabilitation Loan Program provides home repair and property improvement loans
throughout Marin County to low-income owner occupants of single family homes, floating homes docked in
approved berths, mobile homes located within mobile home parks and non -profit -sponsored group homes
serving special populations.
5. Project Description:
The Rehabilitation Loan Program underwrites and funds low-interest home repair loans of up to $35,000 to
very low income homeowners who reside in their homes, and non-profit group home sponsors, to undertake
and complete necessary home repairs, correct substandard housing conditions and eliminate health and
safety hazards.
Types of repairs and improvements that may be undertaken include the repair or upgrading of existing
plumbing, heating and electrical systems, roof repair or replacement, correction of foundation, drainage, dry
rot and termite -related problems, emergency and/or storm -related repairs, energy and water conservation
measures such as window replacement, and ADA improvements for wheelchair accessibility such as ramps
and roll -in showers.
Borrowers receive technical assistance from staff in determining the scope of needed repairs, consultation
with local building departments, development of cost estimates, obtaining of bids and contracting for the
repairs, monitoring and inspecting the work under construction and issuing progress payments for labor and
materials. The specific repayment terms of each loan are tailored to fit the homeowner's individual financial
circumstances and can be deferred payment loans, due upon sale of the property.
Over the past 39 years, the Residential Rehabilitation Loan Program has processed 1426 applications and
funded 716 loans totaling $12,991,693 as well as 75 further advances on existing loans totaling $535,078. In
San Rafael, 143 loans have been funded for a total of $2,773,292.
6. Total Project Cost: (Include all costs for this particular project regardless of source.)
Total CDBG funds requested are $530,000. Of this amount $150,000 is requested from the Countywide
Housing allocation for loans to be made available throughout the County, and a combined total of $380,000
(including $140,000 for San Rafael) requested from individual Planning Areas for additional loans to be made
within each Planning Area.
7. Project Budget for CDBG Funds:
Budget must include an itemized estimate of how you would spend the CDBG amount you are requesting, as
accurate and comprehensive as possible. For example, land or building acquisition costs, construction costs,
remodeling costs, architectural and engineering fees, salaries, administrative expenses, etc. For rehabilitation or
construction projects, you must include a contractor's written bid or other equally reliable cost estimate,
using Davis -Bacon wage rates if applicable. If your project includes residential rehabilitation, describe your plans
to comply with federal lead paint regulations.
Individual rehabilitation loans range from $5,000 to a maximum of $35,000. The funds requested will provide
loan funds for approximately 21 new loans at an average loan amount of $25,000. Administrative costs to
run the program average $22,000 per month.
8. Other Sources of Funds for this Project: Include amount, source, use, status, and timing of funds other than
CDBG funds, if applicable. Have you applied for the other funds? Are the other funds firmly committed for this
project?
Date You Are Funds Date Funds Were When
Source Use Amount Applied Committed? Committed Available
Marin Comm. Fdn. Gates Coop $1,303K 1996 Yes 1996 1996
9. Project Implementation:
Who will be responsible for implementing the project? How will it be implemented and what is the proposed schedule
for project implementation?
Marin Housing Authority administers the Residential Rehabilitation Loan Program and is responsible for its
implementation throughout the county. Program staff includes the Homeownership Programs Manager, the
Homeownership Programs Specialist, and the Homeownership Programs Services Coordinator, all at half-
time, with support provided by General Services and Accounting staff. The program has been operating
successfully for many years and is continually evolving to adapt to current situations, building codes, etc.
10. Need for the Project:
A. Need Group
What groups or individuals will benefit from the project? What income level will you serve? How will you document
eligibility? CDBG recipients are required to provide documentation that the majority of the users have incomes at or
below the CDBG income limits. The current upper income limits for CDBG beneficiaries are shown in the table below.
Applicants for housing funds must describe how the project will ensure long-temi affordability.
Household Income
Size I Limit
1 $62,050
2
70,900
3
79,750
4
88,600
5
95,700
6
102,800
Since 2001, the program has specifically benefited very low-income homeowners and non -profit -sponsored
group homes serving very low income special populations. Every household assisted through the program
has income well below 80% of median with the majority (90%) below 50% of median. The average household
income is 35% of median. Eligibility is documented in a personal interview conducted with each applicant in
which original tax returns, pay stubs, assistance payments and all other sources of income are reviewed and
copied to the file. All loan applications are then presented for approval by the Rehab Loan Committee.
The program ensures long tern affordability in two ways: 1) by providing low-cost financing that enables a
low-income homeowner to repair and maintain his/her home in order to continue to reside in it; and 2) by
providing the option of deferred principal and interest repayment, thereby allowing the borrower to avoid
unaffordable loan payments. Staff works closely with other social service agencies in identifying and
assisting clients who include:
Elderly and Disabled. The program assists elderly and disabled homeowners on fixed (often minimal)
incomes to repair unsafe conditions in their home, catch up on critical deferred maintenance, and install
accessibility improvements, so that they may "age in place". In many cases the ability to install building
accommodations makes the critical difference in enabling a homeowner to remain in his/her own home.
Female Head of Household. Families with only one head of household often face an insurmountable
financial obstacle when faced with urgently needed home repairs. In some cases having to sell and
relocate out of the County may be the only alternative.
Special Populations: The program is available to non profit sponsored group homes serving special
populations such as the developmentally disabled and mentally ill, most of whom only receive SSI
B. Project Rationale: Why is this project needed? Will it assist an especially needy or underserved group?
With the ever -rising cost of real estate in Marin County, one of the highest -priced areas in the country, and
the diminishing amount of affordable housing, the Rehab Loan Program is the only way for low-income
homeowners, often elderly citizens on fixed incomes who purchased their homes many years ago, to
maintain their property in a safe and livable condition so they can remain in their homes and age in place.
Most low-income homeowners are unable to qualify for conventional property improvement loans and cannot
perform the maintenance required to preserve their homes in good condition. In addition, many lenders do
not lend on mobile homes and floating homes. The Rehab Loan Program is the only recourse for all of these
owners when faced with home repair emergencies. It can also be used to install accessibility improvements
and energy efficiency measures to lower energy costs which can be prohibitive for low-income homeowners.
C. Equal Opportunity: For all projects, which demographic groups are least likely to apply, and what affirmative
marketing steps do you plan to reach them? (Affirmative marketing means analyzing which demographic groups are
least likely to apply and taking extra steps to market the program to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. Be sure to consider race, ethnicity, and disability, as well as other demographic factors, in your
analysis.)
Racial and ethnic minorities are underrepresented in the Rehab Loan Program which reflects their overall
underrepresentation as homeowners in Marin County. Low-income homeowners who are able to purchase
property do so predominantly in the areas where real estate prices are the lowest, namely the Canal Area in
San Rafael and Marin City. In order to reach this demographic group, a search of homeowners in these
census tracts was conducted through Old Republic Title Company which yielded over 900 names. We have
begun mailing out Rehab Loan information to these individual owners spread out over several months.
Program applications and brochures are available in Spanish and Vietnamese as well as English and are
disseminated through senior centers, community centers, Hispanic agencies, social service agencies,
lawyers for the elderly, senior resource directories, mobile home and floating home site management offices,
public libraries and workshops. Interpreters are also available on MHA staff.
if this project involves housing, how will it affirmatively further fair housing?
By serving low-income households who are underrepresented as homeowners in this high-priced real estate
market of Marin County, the Program furthers fair housing by providing the means for them to remain in their
homes. This means that the majority of borrowers are elderly who were able to buy their homes years ago
when they were not low-income but who are now living on fixed low incomes.
For current low-income prospective buyers it is next to impossible to buy into this market unless it is by
purchasing a Below -Market -Rate housing unit and tapping into the mortgage assistance programs available
through MHA. In order to reach this demographic of younger low-income households, the income guidelines
for the Rehab Loan Program were expanded from very -low (50% AMI) to low (80% AMI) for BMR owners and a
fully amortized repayment plan required. Several such Rehab Loans have been made to BMR owners to cover
the cost of special assessments for exterior repairs as well as other necessary home repairs and upgrades.
If this project involves construction, discuss (1) your plans for recruiting women- and minority-owned firms to bid on
the design and development of this project, and (2) your plans to provide employment opportunities to low-income
people and businesses owned by low-income people.
A list of contractors who have worked successfully on past rehab loan projects is maintained by staff and
continually updated RFPs have been sent out in the past to attract women and minority construction
companies to add to the list which is handed out borrowers upon request. We recommend that they solicit
three bids before signing a contract. The final choice of contractor, however, is up to the homeowner. For
small non-technical projects under $500, homeowners may use unlicensed low-income laborers.
D. Accessibility: What steps are you taking to make this project (and your overall program) accessible to people with
physical and other disabilities?
Accessibility to the Rehab Loan Program for applicants with physical disabilities is ensured by meeting on-
site in the clients' homes to complete the application and make a physical inspection of the property. We are
also able to have our own traveling notary accompany us to notarize loan documents after a loan is
approved. Our office building is also fully ADA compliant if and when clients wish to make office visits.
Most importantly, the Rehab Loan Program is ideal for installing accessibility improvements for clients who
require them such as grab bars, ramps, electric stair lifts, handicapped showers, door widening and kitchen
modifications. Even elevators have been installed when feasible and cost-effective.
E. Green Building: For new construction or rehabilitation, what will you do to incorporate "green building" principles?
Whenever and wherever feasible, "green building" principles will be applied and implemented to assure the
highest possible energy efficiency of the dwelling and the use of methods and materials least disruptive to
the environment Typical improvements include installation of high -efficiency windows and appliances,
insulation in walls, ceilings and floors, low -flow toilets and shower heads, and weather-stripping.
o For further information, please call Roy Bateman (473-6698). It's ok to call with any questions at any time.
o The current year's application form must be used.
o Completed applications may be mailed or hand -delivered to the Federal Grants Division, Marin County Community
Development Agency, 3501 Civic Center Drive, Room 308, San Rafael, CA 94903-4157.
Applications sent by fax or e-mail will not be accepted.
o This form can be expanded to accommodate additional text, but we encourage you to be brief. You may attach
supplementary material. If you need more space for several questions, please answer all questions in sequence.
If you'd like to download this form as a Microsoft Word document, visit: www.marincounty.org/cdbg; open the
Newest Information Panel and scroll to the heading Application Information and Workshops.
o Don't forget to fill out the Organization Profile form.
o All County publications are available in alternative formats (Braille, large print, or CD) upon request Requests for
accommodations may be made by calling (415) 473-4381 (Voice), 473-3232 (TDD/TTY), or by e-mail at
disabilityaccessCa-marincounty.org. This form and other County documents are available in alternative formats
upon request.
DEADLINE: APPLICATIONS MUST BE RECEIVED BY FRIDAY DECEMBER 5 2014 AT 5 P.M.
Remember that we don't accept e-mailed or faxed applications.
Bcycic\2015 cycle\applications fy1512015-16 cdbg application form doc
Organization Profile - 2015-16 Data Collection Pilot
The County of Marin is interested in more deeply understanding the population demographics of those who staff,
govern and/or utilize the services of Community Development Block Grant (CDBG) and HOME Program grantee and
applicant organizations. More deeply understanding these demographics will address some of the topics highlighted in
the 2011 Analysis of Impediments to Fair Housing in Marin.
The data gathered on this form will NOT determine an organization's likelihood to receive CDBG or HOME funding. If
you do not collect or do not wish to share the demographic information requested, please check the appropriate box
below. We hope you will be able to participate in this pilot project If you have completed a similar organization profile
form when applying for foundation grants in Marin, feel free to use the information collected for those forms if
submitted within the last 12 months.
Name Organization: HOUSING AUTHORITY OF THE COUNTY OFMARIN
_ My organization does not gather demographic data. —My organization does not wish to share demographic data.
Income o Level of Clients Your Org Serves %
Please use the federal income guidelines on the reverse of this page.)
Very low income people
98%
Low income people
2%
People above the low income limits(Only
in the BMR Pro ram which is NOT included in this report)
Percentages [%)
Clients Your
Organization
Serves (4800)
Clients for
this Project
(316) Rehab
Support
Staff
Professional
Staff
Board
Advisory
Committee
Ethnic Racial Demo ra hics
Asian-American/Pacific
Islander
12%J
7%
20%
African-American Black
23%
7%
18%
13%
14%
61%
Caucasian/White
59%
93%
75%
67%
86%
39%
Native American
1 %
Mixed Heritage
1%
Unknown other
4%
TOTAL %
Latino His anic Origin
100%
100%
100%
100%
100%
100%
Of Latino Hispanic Origin
20%
6%
1%
13%
5%
NOT of Latino Hispanic Origin
80%
94%
99%
87%
100%
95%
TOTAL %
A e
100%
100%
MIME=
100%
ME=
100%
100%
100%
0-5 years old
5%
7
6-17
19%
-7
18-24
11%
25-59
40%
36%
89%
80%
71%
39%
60+
25%
64%
11%
20%
29%
61%
TOTAL %
Gender
100%
100%
100%
100%
100%
100%
Female
64%
72%
79%
73%
57%__61%
Male
36%
28%
21%
27%
43%
39%
Total %
Disabled %
100%
30 %
100%
NONE
0280%Ml
100%
MEM
0 %
100%
0%
100%
0%
100%
MEME
10
Involvement of Clients Your Organization Serves Percent of Board Committee Members Who Are Clients
On Governing Board 30%
On Advisory Committee 85%
Organization Profile - 2015-16 Data Collection Pilot
Income Limits
Household Size
Very Low Income Limit
(50% of Median Income
Low Income Limit
x80% of Median Income
1
38,750
62,050
2
44,300
70,900
3
49,850
79,750
4
55,350
88,600
5
59,800
95,700
6
64,250
102,800
k.\cycle\2015 cycle\applications fy15\2015-16 organization profile form.doc
MARIN COUNTY COMMUNITY DEVELOPMENT
BLOCK GRANT (CDBG) PROPOSAL
2015-16
Project Name: Whistlestop Senior Housing
3. Project Sponsor: Eden Housing, Inc.
Contact Person: Andrea Osgood; Susie Criscimagna
Title: Associate Director of Real Estate Development
(Andrea Osgood); Project Developer (Susie
Criscimagna)
Mailing Address: 22645 Grand St., Hayward, CA
94541
Telephone: 510-247-8103 Ext.
Fax:510-582-0122
E-mail: aosgoodO-edenhousing.org;
scriscimagnaRedenhousing.org
Total Amount Requested:
Non -housing proposals must
specify the amount requested
from each planning area.
6H -H
$1,000,000
For non -housing projects only:
Funds
Requested
Lower Ross Valley Planning Area
$
Novato Planning Area
$
Richardson Bay Planning Area
$
San Rafael Planning Area
$
Upper Ross Valley Planning Area
$
West Marin Planning Area
$
Website (optional): edenhousing.org
All future announcements will be sent to you by e-mail, unless you indicate otherwise: ❑ Please send by mail.
The County of Marin is committed to encouraging new grant applicants. Please call us at 473-6696 for advice about our
requirements and what to emphasize in your application, and consider attending one of our informational workshops. HUD
requires that all CDBG projects engage in affirmative marketing. That means analyzing which demographic groups are
least likely to apply and taking extra steps to market the program or project to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. The goals of affirmative marketing are to enhance neighborhood diversity and to support the County's
commitment to affirmatively furthering fair housing and equal opportunity.
The concept of fair housing encompasses both federal and state laws that prohibit housing discrimination. The federal Fair
Housing Act prohibits discrimination in the sale, rental, and financing of dwellings, and in other housing -related
transactions, based on race, color, national origin, religion, sex, familial status (including pregnancy and the presence of
children), and disability. In addition, state law prohibits housing discrimination on the basis of age, ancestry, marital status,
medical condition, source of income, sexual orientation, gender expression, gender identity, and many other categories.
4. Project Location: (Precise street address). For housing and capital projects, include the year the building was
constructed and the Assessor's Parcel Number.
930 Tamalpais Avenue
San Rafael, CA 94901
APN# 011-277-01
Existing building originally constructed in 1929 and subsequently remodeled 1987.
5. Project Description:
Overview
The impending arrival of the SMART train in the downtown area of Central San Rafael has presented Whistlestop
(www.whistlestop.org) with an opportunity to transform its current building into a transit -oriented senior center with on-
site services and housing for seniors. This transformation will not only allow Whistlestop to manage the impacts of the
new train station, but will also allow for a modernization and expansion of their facilities that serve seniors all over
Marin and create critically needed affordable housing for seniors.
Whistlestop has partnered with Eden Housing to help realize their vision for a new facility that will include up to 48
units of on-site affordable senior housing to complement its Active Aging Center and Jackson Cafe. These affordable
housing units will be owned separately by a tax credit partnership controlled by an Eden affiliate. This affordable
component is the subject of this application.
Community Benefits
The new Whistlestop development will allow a highly respected and admired local non-profit to continue serving Marin
County seniors and meet the growing demand for their services.
According to a recent article in the Marin Independent Journal, more than one in every three Marin residents will be 65
or older by 2030. Meeting the needs of this so called "Silver Tsunami" will require a variety of improvements to
available services including more convenient public transit, improved access to affordable health care, and increased
availability of congregate meal and home -delivered food programs. Whistlestop — as the oldest and largest senior
services provider, the paratransit operator for the whole County and with its location at Marin County's regional
transportation hub (Bettini Transit Center) and future SMART station — is ideally positioned to help meet these needs
and serve the aging population in Marin in the most efficient way possible. Its central location and transit options will
make it easier for seniors to travel to the center, and the expanded building space will allow Whistlestop to continue
leveraging partnerships with other non -profits to offer a wide array of services to seniors (health clinics, screenings,
etc.).
The new development will also provide up to 48 units of critically needed affordable housing for seniors. These one
bedroom units will provide homes to very low to extremely low income seniors, aged 62 and older, who earn less than
50% of Area Median Income. The project will include high quality amenities including a community room, a computer
center and library, and landscaped courtyards and furnished lobbies for casual social interaction. The affordable units
will not only offer quality, safe homes at an affordable price, but as the first affordable transit -oriented community for
older adults in Marin County, the development will also allow residents a high degree of mobility without a car.
Combined with the on-site services offered by Whistlestop and the amenities in nearby downtown San Rafael, seniors
will be able to live a rich, engaged life.
Finally, the new Whistlestop building will offer opportunities to create a key gateway development into the City. Eden
and its design team have already laid the ground work to collaborate with SMART to ensure that the station and
building work together aesthetically and improve the urban environment for downtown shoppers, diners and other
visitors. This kind of collaboration and leadership from the private and non-profit sector is particularly needed in an era
without redevelopment agencies. The team will work with community stakeholders to design an anchor development
with elements of civic gathering spaces that will activate, improve and enliven this corner of downtown San Rafael for
all residents.
Proximity to Transit, Services and Amenities for Future Residents
Whistlestop Senior Housing will be developed on a quintessential infill site, located in the downtown area, and close to
transportation, services, and community amenities. The future SMART train station will be located adjacent to
development and will offer seniors the ability to travel easily through Marin and Sonoma counties. For more local trips,
seniors will be able to walk two blocks to the Bettini Transportation Center where there are over 16 separate bus
routes operated by three carriers including Marin Transit, Golden Gate Transit and Sonoma County Transit. In
addition, Marin's Whistlestop Wheels Para -Transit service will be available on-site for all residents.
Residents will also be able to partake in the senior services offered on-site in the Whistlestop Active Aging Center.
Seniors will find enrichment and fitness courses, special events, game groups, specialty groups, and outreach
services that bring people together, encourage social connections, and create new learning experiences. Finally,
residents will also be eligible to receive low-cost lunches in the on-site Jackson Cafe, a program operated by
Whistlestop. Other important amenities within 0.5 miles include a Walgreens, several banks, retail stores and
restaurants and coffee shops.
Affordability
We plan to finance the housing component through the Low Income Housing Tax Credit Program (9% credits). As
such, a Regulatory Agreement will be recorded on title requiring that the housing remain affordable at 50% of Area
Median Income for a period of 55 years. Other projected financing sources may add other regulatory constraints.
6. Total Project Cost: (Include all costs for this particular project regardless of source.)
The total project cost for this project is projected to be $22,530,134 -- with the residential component totaling.
$17,959,532. Approximately 60% of the site will consist of affordable senior housing and 40% for Whistlestop
administrative and program uses. The attached pro forma and sources and uses schedule details the commercial and
residential uses both separately and in combination.
7. Project Budget for CDBG Funds:
Budget must include an itemized estimate of how you would spend the CDBG amount you are requesting, as accurate
and comprehensive as possible. For example, land or building acquisition costs, construction costs, remodeling costs,
architectural and engineering fees, salaries, administrative expenses, etc. For rehabilitation or construction
projects, you must include a contractor's written bid or other equally reliable cost estimate, using Davis -
Bacon wage rates if applicable. If your project includes residential rehabilitation, describe your plans to comply with
federal lead paint regulations.
CDBG funds would be used exclusively for land acquisition costs.
8. Other Sources of Funds for this Project: Include amount source, use, status, and timing of funds other than CDBG
funds, if applicable. Have you applied for the other funds? Are the other funds firmly committed for this project?
Date Funds
Date You Are Funds Were When
Source Use Amount Applied Committed? Committed Available
Marin Community
Predevelopment
$200,000
2013
Yes
10/3/2013
Spring
Foundation
& Construction
Rent Up
Transportation Authority
Predevelopment
$115,668
_
— 4/2014
Yes
4/24/2014
_2014 _
Spring
of Marin
2015_
Marin Workforce Housing
Construction
$500,000
11/2013
No—
Trust
City of San Rafael
Predevelopment
$1,500,000
N/A
No
N/A
N/A
& Construction
Construction
— $500,000
_ N/A —__
No
N/A_
___
N/A
9. Project Implementation:
Who will be responsible for implementing the project? How will it be implemented and what is the proposed schedule
for project implementation?
Eden Housing will be primarily responsible for implementing the project, but is partnering with Whistlestop, the current
land owner and commercial space owner of the new project. Eden and Whistlestop have entered into an agreement
that will defines how the two organizations will implement the development, financial, ownership, construction, and
operational responsibilities for the project.
A Project Developer has been assigned the day to day responsibility for moving the project forward with support from
the Director of Real Estate Development and the Executive Director. Eden has hired the architecture firm of Van
Meter Williams Pollack. Working with Van Meter Williams Pollack, Eden and Whistlestop will work to secure all land
use approvals from the City of San Rafael, as well as CEQA and NEPA approvals.
The current estimated project schedule is as follows:
1/2014 to 12/2014
Design Development
1/2015 to 12/2015
Public Approvals
3/2016 to 06/2016
Final Financing Commitments (Tax Credit Application/Award)
11/2016 to 5/2018
Construction
1/2018 to 6/2018
Rent Up
10. Need for the Project:
A. Need Group
What groups or individuals will benefit from the project? What income level will you serve? How will you document
eligibility? CDBG recipients are required to provide documentation that the majority of the users have incomes at or
below the CDBG income limits. The current upper income limits for CDBG beneficiaries are shown in the table below.
Applicants for housing funds must describe how the project will ensure long-term affordability.
Low, very low and extremely low income older adults, age 62 and older, will benefit from the project. Resident
incomes will be limited to households with incomes at or below 50% of the Marin County Area Median Income, with
some of these units designated to serve Extremely Low Income seniors. By the incorporation of Low Income Housing
Tax Credits, regulations will be recorded on title requiring the development to remain affordable to residents with
incomes at or below 50% of Area Median Income for a 55 -year term, with all residents' income re -certified annually.
Eligibility will be documented in the leasing application process and our property manager will follow all compliance
steps to ensure residents meet the CDBG income limits.
Household
Size
Income
Limit
1
$62,050
2
70,900
3
79,750
4
88,600
5
95,700
6
102,800
7
109,900
8
117,000
B. Proiect Rationale: Why is this project needed? Will it assist an especially needy or underserved group?
Whistlestop Senior Housing will make an impact on what many have acknowledged as one of the foremost social
problems in one of the nation's highest -income counties, namely a lack of affordable housing. Seniors are among the
vulnerable populations affected by the lack of affordable housing. Most seniors live on fixed pension or social security
incomes and are often times forced to choose between paying for their housing and paying for other important needs,
such as medicine. The Census Bureau assessed that more than 71% of Marin retirees receive Social Security income
at a mean rate of $15,838, an amount that falls short of what the Elder Index calculates to be the income required for a
senior person to be able to live in Marin. A retiree in Marin with these earnings would only be able to afford $396 per
month for rent, based on paying 30% of one's income (a standard measure of housing costs).
The number of elderly in Marin County, and across the nation, only continues to grow. According to a report from the
Marin County Division of Aging and Adult Services, "...the older population in Marin is increasing rapidly. Between
2005 and 2010, the number of Marin residents over 60 is projected to grow to 75,900, with the largest increase in the
70 to 79 year old cohort. ABAG projects that by 2012, almost 30% of Marin residents will be over age 60. This trend
continues well into the foreseeable future, only slowing after 2030." Additionally, the California Department of Finance
predicts that the elderly population will comprise 26% of the population increase in Marin over the next 40 years, with
the greatest percentage increase in those elderly over 75 years of age. The Marin Commission on Aging (MCA)
predicts even greater increases in Marin's elderly population. By the year 2020, according to MCA, one out of every
three Marin residents will be 60 years of age or older.
Regional plans and assessments also document the need for this affordable housing. The ABAG Regional Housing
Needs Assessment calls for 618 very low income housing units (those below 50% of AMI) to be built in Marin County
between 2014 and 2022, and 240 very low income housing units to be built in San Rafael. Whistlestop Senior
Housing's 48 units will meet 8% of Marin County's need and 21% of San Rafael's need.
Finally, the need for affordable housing in Marin is further evidenced by the low -vacancy rates and long -waiting lists at
other affordable housing projects in the market area. In fact, both of Eden's existing properties in Marin have closed
waitlists.
C. Equal Opportunity: For all projects, which demographic groups are least likely to apply, and what affirmative marketing
steps do you plan to reach them? (Affirmative marketing means analyzing which demographic groups are least likely
to apply and taking extra steps to market the program to those groups. One aspect of affirmative marketing is
implementing strategies to make your program more welcoming and comfortable to the groups which are least likely to
apply. Be sure to consider race, ethnicity, and disability, as well as other demographic factors, in your analysis.)
Affirmative Marketing
The market area for Whistlestop Senior Housing is Marin County. The ethnic diversity of Marin's population is low but
is increasing. In 1990, 88.7% of the population was white and 11.3% was African-American, Asian, Pacific Islander, or
of other races. People of Hispanic origin (who may be of any racial group) made up 7.8% of the population. According
to the 2000 Census, the nonwhite population increased to 16% and the Hispanic population to 11.1%. The white
population was 84%. And for 2010, the nonwhite population increased to 20% and the Hispanic population to 15.5%.
According to the 2010 Census, the racial composition of the City of San Rafael is 70.6% White, 2.0% African-
American, 1.2% American Indian/Alaska Native, 6.1% Asian, 0.2% Native Hawaiian/Pacific Islander, 14.8% other
population, 5.1 % two or more races, and 30% Hispanic or Latino.
The racial composition for the Census Tract of the neighborhood is similar to that of San Rafael as well as Marin
County, with some variation in the smaller minority numbers (see table), and Latinos being the predominant minority
group.
Eden Housing is eager to serve the minority market for senior housing in the market area. The table below shows the
racial composition for Marin County, San Rafael, the Census Tract population, and Eden's portfolio.
Source: 2010 Census and Eden Housing Management Portfolio
Eden will make efforts to reach out all the minority populations in San Rafael and Marin County. In addition, as
mentioned below, Eden will contact churches with large minority constituents in an effort to make sure that these
minority communities have every opportunity to apply for residency at Whistlestop Senior Housing.
Based on Eden's track record in affirmative outreach and marketing, Whistlestop Senior Housing will have a resident
population that is more ethnically diverse than the population of the Census Tract of the project, the City of San Rafael,
and Marin County. The diversity of the Eden's resident population increases Eden's confidence that it will capture a
significant minority market for Whistlestop Senior Housing.
Outreach Efforts to Minority Senior and Religious Organizations
By creating an awareness of the project in the minority communities and incorporation of a sensitivity to cultural/ethnic
issues in the building and service programs, Whistlestop Senior Housing will provide a much needed opportunity to
minorities for quality affordable senior housing. Eden Housing, Inc. will continue to build on links to the minority
communities. The following minority organizations are a sample of the organizations that will be contacted as part of
the Affirmative Fair Housing Marketing Plan for this project:
COMPARISON OF RACIAL COMPOSITION
Ethnicity
Marin
County
City of San Rafael
Census Tract
1110
Eden portfolio
White
80
70.6
72.8
29.7
Black/African-
American
2.8
2.0
3.1
20.7
American Indian/
Alaska Native
0.6
1.2
1.8
1.5
Asian
5.5
6.1
5.7
15.6
Native Hawaiian/
Pacific Islander
0.2
0.2
0.4
Other
6.7
14.8
11.3
15.6
Two or more races
4.2
5.1
5.0
Hispanic or Latino
15.5
30
23.8
29
Total
100%
100%
100%
100%
Total Number of
People
252,409
57,713
5,237
Source: 2010 Census and Eden Housing Management Portfolio
Eden will make efforts to reach out all the minority populations in San Rafael and Marin County. In addition, as
mentioned below, Eden will contact churches with large minority constituents in an effort to make sure that these
minority communities have every opportunity to apply for residency at Whistlestop Senior Housing.
Based on Eden's track record in affirmative outreach and marketing, Whistlestop Senior Housing will have a resident
population that is more ethnically diverse than the population of the Census Tract of the project, the City of San Rafael,
and Marin County. The diversity of the Eden's resident population increases Eden's confidence that it will capture a
significant minority market for Whistlestop Senior Housing.
Outreach Efforts to Minority Senior and Religious Organizations
By creating an awareness of the project in the minority communities and incorporation of a sensitivity to cultural/ethnic
issues in the building and service programs, Whistlestop Senior Housing will provide a much needed opportunity to
minorities for quality affordable senior housing. Eden Housing, Inc. will continue to build on links to the minority
communities. The following minority organizations are a sample of the organizations that will be contacted as part of
the Affirmative Fair Housing Marketing Plan for this project:
• Whistlestop Senior Center, San Rafael (Hispanic, Vietnamese, Persian, Russian)1
• Margaret Todd Senior Center - Alma Latina Club, Novato (Hispanic)
• Canal Welcome Center, San Rafael (all minorities)
• Marin City Senior Center, Sausalito (African-American, East Indian, Hispanic)
• Grassroots Leadership Network, San Rafael (all minorities)
• Spectrum LGBT, San Rafael (Lesbian, Gay, Bisexual, Transgender)
• Fair Housing of Marin, San Rafael (all minorities)
In addition to secular organizations serving minority groups, the following churches and religiously based organizations
have been contacted and will be part of the marketing plan:
• Episcopal Senior Communities
• San Rafael First United Methodist Church
• Valley Baptist Church
• Saint Raphael Church & Mission San Rafael Archangel
• Open Door Christian Church
Eden will outreach to these faith communities and seek to deepen its relationship with them as the project moves
through predevelopment/design/construction to the marketing phase. Eden also will advertise the property in regional
newspapers and minority-owned newspapers.
If this project involves housing, how will it affirmatively further fair housing?
The housing component of the development will include up to 47 1 -bedroom apartments and 1 2 -bedroom manager
apartment. The 1 -bedroom apartments will be rented exclusively to lower income older adults age 55 and older with
incomes below 50% of Marin County Area Median Income. As described more fully above, due to the comprehensive
racial/ethnic diversity of the population already served by Eden Housing and our partner Whistlestop, this project is
uniquely positioned to attract substantial numbers of racial/ethnic minority applicants, thereby resulting in an almost
certain diverse racial/ethnic resident population. Eden will work closely with Whistlestop to marketing the housing to
racial/ethnic minority groups (leveraging their racially/ethnically diverse client base) and to ensure that all affirmative
fair housing requirements set by the County of Marin, and by the HOME and CDBG program are met or exceeded.
I Eden's partnership with Whistlestop provides instant access to a broad and diverse client base that we will reach out to for this project. The
majority of clients that Whistlestop serves at their Active Aging Center are from groups that we will want to target under the affirmative marketing
process. Whistlestop serves over 5,000 unduplicated older adults with the following demographic profile:
• Average age is 72.
• 79% are female; 21 % are male.
• 39% are white; 33% are Hispanic or Latino; 15% are Asian; 8% are Persian; and 2% are African American; and 3% represent other
nationalities.
• 84% report being at low to very low annual income levels: 16% under $10,000; 53% between $10,001 and $20,000; and 15% between
$20,001 and $30,000.
Whistlestop will incorporate all of its existing marketing communications strategies and programs to encourage clients to apply for the new
affordable housing opportunity. Whistlestop can provide personalized assistance helping clients complete the appropriate application forms using
our trained multicultural and bilingual staff.
If this project involves construction, discuss (1) your plans for recruiting women- and minority-owned firms to bid on the
design and development of this project, and (2) your plans to provide employment opportunities to low-income people
and businesses owned by low-income people.
Outreach to women and minority owned construction firms
Eden will work with a general contractor to strategize maximum outreach to potential Minority Business Enterprises/
Women Business Enterprises (MBENI/BE) prior to subcontractor bidding. In addition to industry sources and contacts
that the general contractor may have, which may include local Apprenticeship programs and training programs, Eden
will outreach through both government affiliated and independent non-profit training and job -force development
programs in Marin County. Eden will encourage the general contractor to look at MBE/WBE candidates for non -
construction positions, such as administrative help in the contractor's office, if possible.
Eden requires (via its contract with the General Contractor) that its contractors use best efforts by taking the following
steps:
1. Request for sub bids from MBE/WBE Subcontractors/ Suppliers through bid advertisements and contacting local
agencies for list of subcontractors.
2. Contractor must advertise the project in certain trade papers indicating that it's a MBE/WBE project and that there
will be potential employment opportunities (i.e. Marin Independent Journal).
3. Contractor to check in with workforce developments agencies for list of available MBE/WBE workers.
4. Contractor to post flyers looking for potential new hires in the neighborhood of the jobsite, which identify the
positions to be filled. Also post in other places such as Goodwill and the Housing Authority.
5. Contractor to include MBE/WBE clause in all subcontracts that requires subcontractors to make a great effort to hire
MBE/WBE low income workers, maintain records, and forward them to the general contractor and Eden for our files.
Subcontractors must undergo the same process as the general contractor in looking for new MBE/WBE hires.
D. Accessibility: What steps are you taking to make this project (and your overall program) accessible to people with
physical and other disabilities?
Eden's practice is to make all units located on the ground floor or on a floor served by an elevator "adaptable"
regardless of funding source and to "build -out" at least 5% of units where federal funding requires that we meet the
Uniform Federal Accessibility Standards (UFAS). In addition, at least 2% of the units will be equipped to suit the needs
of the hearing or visually impaired.
We would like our senior residents to be able to age in place and encourage this by building senior properties in which
all units can be accessed on grade or by elevator and all units are adaptable for accessibility. This practice is
memorialized in our design guidelines, which are provided to our architect and general contractor at the beginning of a
project and when they are periodically updated. Specifically, we plan to do the following for all senior units:
• Install grab bars in all showers
• Install backing for future installation of grab bars at toilets
• Build removable base cabinets at kitchens and bathroom sinks
• Install finishes that recognize seniors' distinct needs (e.g., provide pulls on all cabinet doors, provide
good lighting)
Eden is an equal opportunity housing provider and employer and has adopted a non-discrimination policy. A non-
discrimination statement is included in the footer of our letterhead and website and the equal housing opportunity logo
and statement are posted in our central and property offices. Our property management affiliate Eden Housing
Management, Inc. has an established fair housing and reasonable accommodations policy.
E. Green Building: For new construction or rehabilitation, what will you do to incorporate `green building" principles?
Eden is an experienced "green" developer and is committed to incorporating green building principles into the design
and construction of the project. We have been developing energy efficient buildings with durable, healthy materials
and bay friendly landscapes with low water requirements for years. Our green strategy is guided by the requirements
of our state funders, our participation in local technical assistance and rating programs, and our engagement of
architects that are on the leading edge of green. We find that integrating green building principles into our
developments can be an important means of building support for our work.
This project will be participating in the GreenPoint Rated (GPR) program and is expected to exceed 100 points. The
development will meet or exceed green building requirements by the City of San Rafael.
o For further information, please call Roy Bateman (473-6698). It's ok to call with any questions at any time.
o The current year's application form must be used.
o Completed applications may be mailed or hand -delivered to the Federal Grants Division, Marin County Community
Development Agency, 3501 Civic Center Drive, Room 308, San Rafael, CA 94903-4157.
* Applications sent by fax or e-mail will not be accepted.
This form can be expanded to accommodate additional text, but we encourage you to be brief. You may attach
supplementary material. If you need more space for several questions, please answer all questions in sequence.
If you'd like to download this form as a Microsoft Word document, visit: www.marincounty.org/cdbg; open the
Newest Information Panel and scroll to the heading Application Information and Workshops.
C) Don't forget to fill out the Organization Profile form.
o All County publications are available in alternative formats (Braille, large print, or CD) upon request. Requests for
accommodations may be made by calling (415) 473-4381 (Voice), 473-3232 (TDD/TTY), or by e-mail at
disabilityaccess(@marincounty.org. This form and other County documents are available in alternative formats
upon request.
DEADLINE: APPLICATIONS MUST BE RECEIVED BY FRIDAY, DECEMBER 5, 2014. AT 5 P.M.
Remember that we don't accept e-mailed or faxed applications.
k.\cycle\2015 cycle\applications £yl5\2015-16 cdb6 application £onmdoc
Whistlestop Senior, 9% Tax Credits [Traditional Construction)
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Organization Profile - 2015-16 Data Collection Pilot
The County of Marin is interested in more deeply understanding the population demographics of those who staff,
govern and/or utilize the services of Community Development Block Grant (CDBG) and HOME Program grantee and
applicant organizations. More deeply understanding these demographics will address some of the topics highlighted in
the 2011 Analysis of Impediments to Fair Housing in Marin.
The data gathered on this form will NOT determine an organization's likelihood to receive CDBG or HOME funding. If
you do not collect or do not wish to share the demographic information requested, please check the appropriate box
below. We hope you will be able to participate in this pilot project If you have completed a similar organization profile
form when applying for foundation grants in Marin, feel free to use the information collected for those forms if
submitted within the last 12 months.
Name of OrHanization Eden Development Inc. & Eden Housing g Ince
_ My organization does not gather demographic data. _ My organization does not wish to share demographic data.
Income o Level of Clients Your Orq Serves %
Please use the federal income guidelines on the reverse of this page.)
Very low income people
83%
Low income people
8%
People above the low income limits
9%
this Prejeet
Staff
Percentages (%)
Clients Your
Clients for
Support
Professional
Board Advisory
Organization
this Prejeet
Staff
Staff
Committee
Serves
NOTE: Warner
NOTE: All staff
NOTE: Eden
Creek Senior
provided
Developmentlnc
together
_
Ethnic/Racial
,Housln
Demo ra hics
Asian-American/Pacific
15.6%
6%
18%
Islander
African-American/Black
20.7%
8%
31%
14%
Caucasian/White
29.7%
66%
49%
86%
Native American
1.5%
Mixed Heritage
1.2%
2%
Unknown other _........_ ....................._...,_ . __
15.6%
....._ ...,..__ ..._
20%
_...._._._
._._......
__ ..._.._.....,_......................................
TOTAL %
100%
100%
100%
100%
100% 100%
Latino His anic Ori in
Of Latino Hispanic Origin
29%
20%
35%
NOT of Latino/ Hispanic
71%
80%
65%
_
100%
Origin
TOTAL %
100%
100%
100%
1 100%
100% 100%
Age
0-5 years old
9%
6-17
24%
_..._............-....._.
_....
_ _
_.
18-24
7%
__--- ......
25-59
50%
83%
57%
(NOTE: all clients from 18
to 59 placed here, as we do
not track these groups
se aratel
P
60+
17%100%
10%
43%
TOTAL %
100%
_ 100%
100% 1
100%
100% 100%
Gender
—_ ............
.......... ._...._..
Female
51%
46%
57%
Male
49%
54%
43%
Total%
100%
100%
100%
100%
100% 100°/a
Profile - 2015-16 Data Collection Pilot
Disabled %'. _. 1 p------------- - —A ....... ... M
_.... ..... _ ...-... .......... m_.__ .. _ . 11 1 1 -.1-1--..u..
Involvement of Clients Your Organization Serves Percent of Board Committee Members Who Are Clients
_a.
On Governing Board
On Advisory Committee
Income Limits
Household Size
Very Low Income Limit
X50% of Median Income
Low Income Limit
x80% of Median Income
1
38,750
62,050
2
44,300
70,900
3
49,850
79,750
4 1
55,350
88,600
5
59,800
95,700
6
64,250
102,800
k:lcycle\2015 cycle applications fy15\2015-16 organization profile forrndoc
MARIN COUNTY COMMUNITY DEVELOPMENT
BLOCK GRANT (CDBG) PROPOSAL
2015-16
1. Project Name: San Rafael ADA Compliance
Project Sponsor: City of San Rafael
Contact Person: Richard Landis
Title: Public Works Administrative Manager
Mailing Address: 111 Morphew St.
P.O. Box 151560
San Rafael, CA 94915-1560
Telephone: 415-485-3354" Ext. N/A
Fax: 415-485-3334
E-mail: Richard.landis(a-cityofsanrafael.org
Total Amount Requested:
Non -housing proposals must
specify the amount requested
from each planning area.
$400,000
For non -housing projects only:
Funds
Requested
Lower Ross Valley Planning Area
$
Novato Planning Area
$
Richardson Bay Planning Area
$
San Rafael Planning Area
$400,000
Upper Ross Valley Planning Area
$
West Marin Planning Area
$
Website (optional):
All future announcements will be sent to you by e-mail, unless you indicate otherwise: ❑ Please send by mail.
The County of Marin is committed to encouraging new grant applicants. Please call us at 473-6698 for advice about our
requirements and what to emphasize in your application, and consider attending one of our informational workshops. HUD
requires that all CDBG projects engage in affirmative marketing. That means analyzing which demographic groups are
least likely to apply and taking extra steps to market the program or project to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. The goals of affirmative marketing are to enhance neighborhood diversity and to support the County's
commitment to affirmatively furthering fair housing and equal opportunity.
The concept of fair housing encompasses both federal and state laws that prohibit housing discrimination. The federal Fair
Housing Act prohibits discrimination in the sale, rental, and financing of dwellings, and in other housing -related
transactions, based on race, color, national origin, religion, sex, familial status (including pregnancy and the presence of
children), and disability. In addition, state law prohibits housing discrimination on the basis of age, ancestry, marital status,
medical condition, source of income, sexual orientation, gender expression, gender identity, and many other categories.
4. Project Location: This is a citywide project to make San Rafael's sidewalks, walkways, public buildings,
parks, etc., accessible to individuals with disabilities. Therefore there are no specific street addresses:
5. Project Description: The City of San Rafael entered into a 10 -year settlement agreement with the U.S.
Department of Justice in 2004. The agreement requires the City to comply with the Americans with
Disabilities Act (ADA) as it relates to the public right-of-way (sidewalks, streets, etc.) and facilities. All
requested funds are for the construction of curb ramps that will make San Rafael's sidewalks and streets
accessible for wheelchair users and other individuals with disabilities. The agreement calls for the
construction of approximately 800 curb ramps on those "...streets, roads, and highways that have been
constructed or altered since January 26, 1992."
6. Total Project Cost: The estimated cost is $400,000 (100% CDBG). Public Works staff is currently designing
curb ramps for this rehabilitation/construction project. Adherence to Davis -Bacon wage rates will be
mandatory.
7. Project Budget for CDBG Funds: Attached is a January 14, 2014 "Opinion of Probable Construction, Costs"
from San Rafael's most recently completed ADA -DOJ curb ramp construction project. These figures are
reasonable estimates of the costs we expect to pay when we bid the next CDBG-funded ramp project.
8. Other Sources of Funds for this Project: There are no non-CDBG funds allocated to the project.
9. Project Implementation: The Department of Public Works is responsible for project implementation. San
Rafael will enter into a contract with a construction company to install curb ramps at designated intersections
throughout the City. As stated earlier, this is an ongoing project mandated by the City's 2004 Settlement
Agreement with the federal Department of Justice.
10. Need for the Project: San Rafael's annual curb ramp construction project benefits individuals with a broad
range of needs. Examples are wheel chair users, others with ambulation issues, those who are visually
impaired, etc. The project will serve individuals with disabilities who, based on 2010 census information, are
considered to be low income relative to the non -disabled population.
A. Need Group: The project will address the needs of individuals with a broad range of physical disabilities, e.g.,
wheel chair users, people with ambulation issues and those who are visually impaired. According to the 2010
census, the median income for disabled individuals living in San Rafael was well below the income limits
shown on the table below.
Household
Size
Income
Limit
1
$62,050
2
70,900
3
79,750
4
88,600
5
95,700
6
102,800
7
109,900
8
117,000
B. Project Rationale: This project is needed to support the ongoing process of improving the accessibility of San
Rafael's public right-of-way infrastructure (sidewalks, crosswalks, roads) to better serve the needs of
individuals with a broad range of disabilities
C. Equal Opportunity: As stated, the project will serve a diverse group of individuals with disabilities by
constructing curb ramps throughout San Rafael. The nature of this construction project, managed by San
Rafael's Public Works Department, therefore precludes the need for outreach to a specific demographic
group.
If this project involves housing, how will it affirmatively further fair housing? NIA
If this project involves construction, discuss (1) your plans for recruiting women- and minority-owned firms to bid on the
design and development of this project, and (2) your plans to provide employment opportunities to low-income people
and businesses owned by low-income people. The City's contractor must comply with Caltrans Disadvantaged
Business Enterprise (DBE) requirements. San Rafael's current DBE "target" is 7.71%. Contractors hired for
San Rafael projects utilizing federal Department of Transportation (DOT) and/or Caltrans funds must make at
least 7.71% of the construction budget available to minority-owned firms, e.g., African-American, Asian -
Pacific American, Native American, women. The goal of the DBE program is "to ensure nondiscrimination in
the award and administration of DOT -assisted contracts", and to "create a level playing field on which DBE's
can compete fairly for DOT -assisted contracts."
D. Accessibility: By nature and definition, San Rafael's curb ramp project enhances public right-of-way
accessibility for individuals with disabilities.
E. Green Building: Green building principles are an integral part of the project. Curb ramp materials such as
cement are produced by Dutra Materials, only a short driving distance from any of the curb ramp construction
sites, thus minimizing construction vehicle emissions.
o For further information, please call Roy Bateman (473-6698). It's ok to call with any questions at any time.
o The current year's application form must be used.
o Completed applications may be mailed or hand -delivered to the Federal Grants Division, Marin County Community
Development Agency, 3501 Civic Center Drive, Room 308, San Rafael, CA 94903-4157.
o Applications sent by fax or e-mail will not be accepted.
o This form can be expanded to accommodate additional text, but we encourage you to be brief. You may attach
supplementary material. If you need more space for several questions, please answer all questions in sequence.
If you'd like to download this form as a Microsoft Word document, visit: www.marincounty.or /q cdbg; open the
Newest Information Panel and scroll to the heading Application Information and Workshops.
o Don't forget to fill out the Organization Profile form.
o All County publications are available in alternative formats (Braille, large print, or CD) upon request. Requests for
accommodations may be made by calling (415) 473-4381 (Voice), 473-3232 (TDD/TTY), or by e-mail at
disabilitvaccess(a.marincounty.org. This form and other County documents are available in alternative formats
upon request.
DEADLINE: APPLICATIONS MUST BE RECEIVED BY FRIDAY, DECEMBER 5.2014, AT 5 P.M.
Remember that we don't accept e-mailed or faxed applications.
CITY OF SAN RAFAEL
ADA -DOJ CURB RAMPS 2093-2014
CITY PROJECT NO. 15006
Opinion of Probable Construction Costs
100% PS&E 1/14/14
BID ITEMS
Item
Description
Quantity
Unit
Unit Cost
Total
1
Signs and Traffic Control Includes Mobilization 8%
1
LS
$8,200
$8,200
2
Clearing and Grubbing
1
LS
$17,500
$17,500
3
Minor Concrete - Minor Structures
a. Type A Curb and Gutter
425
LF
$35
$14,875
b. 4" PCC Sidewalk
1,100
SF
$10
$11,000
c. Curb Ram - Case A
1
EA
$2,500
$2,500
d. Curb Ram - Case C
6
EA
$3,000
$18,000
e. Curb Ram - Modified Case C
1
EA
$3,000
$3,000
f. Concrete Ramp with PCC Conduit
1
EA
$4,000
$4,000
. Sidewalk Underdrain
1
EA
$1,000
$1,000
h. Type E Catch Basin
2
EA
$3,500
$7,000
4
Hot Mix Asphalt
75
TON
$225
$16,875
5
Storm Drain Pipe
a. 12" PVC
20
LF
$175
$3,500
6
Roadside Sign and Post
1
EA
$500
$500
7
Striping and Pavement Markings
a. Pavement Markings
200
SF
$10
$2,000
b. Detail 38 Stripe
75
LF
$4
$300
b. Paint Curb Red
80
LF
$4
$320
Sub -Total
$110,600
Contingency @ 10%
$11,100
Construction Total
$121,700
ZM6 Streets\16.01 Construction Projects\16.01.262 ADA -DOJ Curb Ramps 2013-2014\Design\Estimates\ADA-DOJ Curb Ramps 2013-2014
Cost EstimateAs
CITY OF SAN RAFAEL
ROUTING SLIP / APPROVAL FORM
INSTRUCTIONS: USE THIS FORM WITH EACH SUBMITTAL OF A CONTRACT, AGREEMENT,
ORDINANCE OR RESOLUTION BEFORE APPROVAL BY COUNCIL / AGENCY.
SRCC AGENDA ITEM NO. S C
DATE OF MEETING: 3/16/15
FROM: Tom Adams
DEPARTMENT: Economic Development
DATE: 3/9/15
TITLE OF DOCUMENT:
Resolution Recommending Community Development Block Grant (CDBG) Project Funding for the Year
2015-16 to the Marin County Board of Supervisors
Dep ment Head (signature)
(LOWER HALF OF FORM FOR APPROVALS ONLY)
APPROVED AS COUNCIL/ AGENCY
AGENDA ITEM:
-'l W -"--'1C
City Manager (signature)
NOT APPROVED
REMARKS:
APPROVED AS TO FORM:
City Attorney (signature)