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HomeMy WebLinkAboutED CDBG Funding Recommendations for FY 2019-20 ____________________________________________________________________________________ FOR CITY CLERK ONLY Council Meeting: 03/18/2019 Disposition: Resolution 14650 Agenda Item No: 5.a Meeting Date: March 18, 2019 SAN RAFAEL CITY COUNCIL AGENDA REPORT Department: Economic Development Prepared by: Danielle O'Leary Director of Economic Development & Innovation City Manager Approval: __________ TOPIC: Community Development Block Grant (CDBG) SUBJECT: Community Development Block Grant (CDBG) Funding Recommendations for fiscal year 2019-20. RECOMMENDATION: Adopt a resolution recommending CDBG funding for fiscal year 2019-20 to the Marin County Board of Supervisors for the San Rafael Planning Area. BACKGROUND: The Community Development Block Grant (CDBG) program is a federally- funded program of the U.S. Department of Housing and Urban Development (HUD) that provides funding for housing, community facilities, and human services. In San Rafael, examples of CDBG-funded projects have included development of affordable housing, ADA sidewalk accessibility improvements, and a wide range of public services. The funds are divided into three activity categories consisting of: 1) housing, 2) capital projects, and 3) public services. By federal regulation at least 85% of the funds must be spent on housing and capital projects, and up to 15% may be spent on public services. The City Council has the option to adjust the public service percentage on an annual basis. However, it cannot exceed 15% of San Rafael’s grant. The City Council could choose to allocate 0% of the CDBG allocation to public services. In 2017, the City entered into a Cooperation Agreement with Marin County regarding the management of the CDBG program. Under this Agreement, Marin County is divided into three local planning areas. Funding recommendations are overseen by a Countywide Priority Setting Committee made up of City and Town Council members, a County Supervisor, and community members representing members of the protected classes (race, color, national origin, religion, sex, familial status, or disability) under fair housing laws. Because San Rafael has a population of over 50,000 residents, under the Cooperation Agreement, the City may choose to assume responsibilities for making its own recommendations for funding projects in the San Rafael Planning Area (consisting of the City and the surrounding unincorporated areas) to the Countywide Priority Setting Committee. Since 1999, when San Rafael reached 50,000 in population, the City Council has elected to assume responsibility for making funding recommendations for CDBG applications in the San Rafael Planning Area. After the City Council makes its recommendations, they are considered by the Countywide Priority Setting Committee. Next the Countywide Priority Setting Committee makes recommendations to the Board of Supervisors which has final approval authority prior to sending the recommendations to HUD. CDBG Funding Update - Federal SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2 Funds for Marin’s 2019-20 CDBG program come from the federal budget for Fiscal Year 2019- 2020, which runs from October 1, 2019 to September 30, 2020. There is considerable uncertainty about the federal budget and there could be possible cuts to the program. Marin County’s CDBG allocation is estimated at $1,493,285, the same grant amount as last year’s allocation. Of this total, San Rafael’s allocation is $415,063. There are specific restrictions regarding how the allocations can be made; a maximum of $109,245 can be used for public services; a minimum of $166,025 must be spent on housing projects, and $139,793 can be spent on either housing or capital projects. Staff’s recommendations (detailed below) for allocating the $415,063 by the three categories are as follows: • Public Services - $109,245 • Housing Projects - $204,420 + ($42,000 in reprogrammed CDBG funds from previous years) • Capital Projects - $101,398 Evaluation Guidelines Consistent with the requirements of the US Department of Housing and Urban Development and CDBG funding, prioritization is given to applicants who: (a) Provide benefit to a majority of low and moderate-income persons. (b) Affirmatively further fair housing. (c) Serve protected classes under federal fair housing law. (d) Engage in affirmative marketing. Over the years the City Council has adopted further evaluation criteria. In 1999, guidelines were adopted giving greater preference to projects that: (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. In addition to the criteria set forth by both HUD and the San Rafael City Council, the Countywide Priority Setting Committee established four priorities for funding public service projects: (a) Basic health services (b) Senior services (c) Fair housing and legal services (d) Child care and parenting services ANALYSIS: County and City staff held a workshop with the Countywide Priority Setting Committee’s to receive input and develop draft recommendations for how to allocate the CDGB funding. Following the City Council’s direction regarding the recommended allocations, the Countywide Priority Setting Committee will meet to review all funding recommendations Countywide and then will bring those recommendations to the County Board of Supervisors for approval. SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3 Staff is seeking Council feedback if any adjustments to the allocations are desired that vary from staff’s recommendations explained in detail below for each of the funding categories: public services, housing and capital projects. As indicated above there are some restrictions on the allocations, however the Council could for example direct staff to: • Reallocate some portion of the public services funds to either housing or capital projects, or • Reallocate some portion or all of the public services and capital funds to housing projects, or • Reallocate some portion of the housing funds (keeping a minimum of $166,025 still allocated to housing) to either capital projects or public services (not to exceed $109,245), or • Reallocate some portion of the funds within each category to other projects not currently recommended for funding, or change the amounts for certain projects. HOUSING PROJECTS Numerous organizations submitted applications for CDBG funding for the San Rafael Planning Area: there were three housing projects. Recommended for Funding Staff recommends all three housing applications, totaling $204,420 in available CDBG grant funds, with an additional $42,000 in reprogrammed CDBG funds from previous years, for a total of $246,420: Rehabilitation Loan Program (Marin Housing Authority) $85,000 Marin Housing Authority (MHA), a public corporation created to provide decent, safe and sanitary housing for low and moderate-income people, requests $500,000 in CDBG funding to provide rehabilitation loans to low, very low, and extremely low-income homeowners in Marin County. The request includes funds to administer the program and provide additional capital to increase the number of loans. The program is available to owner-occupants of single-family homes, condominiums, floating homes docked in approved berths, mobile homes located within a mobile home park, and non-profit group homes serving special populations. These funds are specifically designated for urgent home repairs, correcting substandard housing conditions, eliminating health and safety hazards, and legalizing and/or creating second units within an existing house where permitted by local ordinance. New loans range from $5,000 to $35,000, with the average being $25,000. The program offers different loan structures based on a borrower’s ability to pay including amortized loans, interest-only loans, and deferred payment loans. Borrowers with very low and extremely low-incomes benefit most from deferred loans where principal and accrued interest are due upon sale of the property. MHA’s long - standing role administering this loan program has resulted in over $5 million in capital investments to improve living conditions for lower income homeowners in Marin County. An average of 6-8 people have been served yearly in the San Rafael Planning Area. Staff recommend funding of $85,000, from the San Rafael Planning Area. This amount represents 17% of the total project request, which is the percentage of projects MHA expects to complete in San Rafael. Residential Access Modification Program (Marin Center for Independent Living) $18,000 Marin Center for Independent Living (MCIL), a provider of services to assist persons with all types of disabilities achieve their maximum level of sustainable independence, SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 4 requests $30,000 in CDBG funding to provide home modifications to increase accessibility for clients. The request would provide 10 to 15 home modifications for low, very low, and extremely low-income individuals raging from grab bars and ramps to stair lifts and kitchen lowering. Through these enhancements and minor remodeling efforts, individuals who are at risk of losing their independence and being confined in nursing homes can remain in place. Most clients served are renters who do not have the ability to take out loans against the property to finance such improvements. Although landlords are required to make reasonable accommodations for disabled tenants, they are not obligated to finance those modifications. MCIL staff work with clients to garner approval from landlords, determine project specifications, build out workplans, solicit bids, and oversee the work done. MCIL has nearly 30 years of experience providing this critical service in Marin County. Staff recommend funding of $18,000, the full share allocated to the San Rafael Planning Area. An average of 14-18 people have been served yearly in the San Rafael Planning Area. This amount represents 30% of the total project request, which is the percentage of projects MCIL expects to complete in San Rafael. AWD Affordable Housing Electrical Upgrade (Artworks Downtown) $143,420 Artworks Downtown (AWD), an organization whose mission seeks to broaden Marin County’s community engagement with art, connects artists and the public by providing affordable studios, housing and exhibit space as well as professional support for artists and art organizations. AWD is requesting $450,000 in CDBG funding to upgrade their building’s electrical system that is over sixty years old, and under today’s standards, would be adequate to serve a small restaurant. The upgrade would support 17 units of housing, as well as retail and studio space. Twenty-two people are currently housed in AWD’s units, all of whom are very low-income. Staff recommends funding $143,420, which includes $42,000 of reprogrammed monies from previous years. CAPITAL PROJECTS Two applications for capital projects were received. Recommended for Funding Staff recommends both of the funding requests for capital projects totaling $101,398 in CDBG monies. Canal Neighborhood Park and Playground Improvements (City of San Rafael, Department of Public Works) $72,899 City of San Rafael, Department of Public Works (DPW), a division of San Rafael City government dedicated to ensuring infrastructure meets the needs of the vibrant and growing city, requests $138,000 in CDBG funding to expand and rehabilitate one park in the Canal neighborhood. The request would fund construction of the new park facilities, following a comprehensive assessment of current needs, community engagement and design processes already completed. Through this process DPW plans to expand, enclose, and replace play equipment in one park designed to serve children ages 2 to 5. The Canal neighborhood is San Rafael’s most densely populated community. The neighborhood is home to more than 12,000 residents with most households being low- income and 55% of households having children. The proposed project will provide physical and visual improvements to a key public space that will enhance safety, reduce blight, and encourage increased park usage. This investment in the Canal neighborhood will bolster the quality of life of citizen’s who are often marginalized in the broader community and provide facilities comparable to higher income neighborhood’s. Staff recommends funding of $72,899 to complete the project. This year’s recommendation SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 5 contributes to the $200,000 committed to the project from previous years to fund a more comprehensive park improvement plan. New Marin City Mixed-Use Health Hub (Marin City Health and Wellness Center) $28,500 Marin City Health and Wellness Center (the Center) a non-profit, federally qualified health center, requests $150,000 in CDBG funds for constructing a new clinic that is part of a larger, mixed-use, community-based health hub. The Center offers healthcare services available to the general public with a focus on low-income patients and the growing homeless population. Over 80% of the center’s patients access care using Medi-Cal. The new health hub would provide expanded square footage for exam rooms including primary medical care, dental care, behavioral health and medication-assisted treatment (MAT) services. Health education programs, recovery support groups and “Healthy Eating Active Living” programs for all age groups would also be housed in the health hub. These improvements would expand access to care as the community’s healthcare needs significantly exceed the Center’s ability to provide services in the limited space available at the current clinic site. Staff recommends funding $28,500, the full share allocated to the San Rafael Planning Area. In past years, an average of 128 San Rafael residents have been served, representing 29% of the clinics clients. This funding amount denotes 29% of the total project request, which reflects the percentage of residents the Center currently serves from San Rafael. PUBLIC SERVICE PROJECTS San Rafael’s share of the amount the entire Marin County CDBG program can spend on public services is $109,245. Recommended for Funding Staff recommends allocating the full amount allowable for public service to support funding for all of the public service projects. Through these recommendations the San Rafael Planning Area will contribute to providing 300 residents with fair housing services including counseling, discrimination investigation, and legal representation; 1000 residents with eviction defense services; 70 individuals and their children will access domestic violence services and legal support; 6 vulnerable older adults will receive supports allowing them to remain at home; 28 middle and high school students work towards completing college degrees; 68 low and extremely low-income children will access vital preschool services to prepare them for Elementary school. Organization Countywide Request for FY 19-20 FY 19-20 Recommendati on Fair Housing Services * Fair Housing Advocates of Northern CA $75,000 $31,833 Domestic Violence Legal Services * Family & Children's Law Center $12,500 $6,100 Legal Aid of Marin* Eviction Defense Program $30,000 $23,202 Seniors at Home, A Division of Jewish* Family Services (Formerly Senior Access) Skyview Day Club Scholarships $33,350 $8,000 SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 6 University Prep (UP!) Canal Alliance $15,000 $10,110 Pickleweed Preschool City of San Rafael $33,499 $30,000 Public Services Subtotal $109,245 * Countywide request ** Has a balance of unspent public service funds from previous year(s) but has a plan in place to spend them down. A list of all the applications that were submitted for the San Rafael Planning Area and Countywide projects serving San Rafael is provided in Attachment 2. This attachment also includes staff recommendations for allocating all of San Rafael’s CDBG funds. The applications for the San Rafael Planning Area and the Countywide funds can be accessed in Attachments 5 and 6 and online via these links: CDBG San Rafael Planning Area applications: https://www.marincounty.org/-/media/files/departments/cd/federal-grants/2019- applications/cdbg-20192020-san-rafael-funding-applications.pdf?la=en CDBG Countywide applications: https://www.marincounty.org/-/media/files/departments/cd/federal-grants/2019- applications/cdbg-20192020-countywide-funding-applications.pdf?la=en FISCAL IMPACT: There is no direct cost or revenue impact generated by the recommended action as the City is directing HUD funds to specific projects. Allocating funds to potential City projects may allow City general and capital funds to be allocated to other priorities. OPTIONS: 1. Accept staffs’ recommendations for allocating the CDBG funding as is. 2. Direct staff to adjust allocations of CDBG funding. (Funds may be shifted between categories, but the Public Service category cannot exceed $109,245.) RECOMMENDED ACTION: 1. Adopt a resolution recommending CDBG project funding for the FY 2019-20 CDBG program to the Marin County Board of Supervisors. ATTACHMENTS 1. Attachment 1 Resolution Recommending CDBG Project Funding for FY 2019-20 City of San Rafael CDBG Priorities 2. Attachment 2 2019-20 CDBG Project Allocations 3. Attachment 3 2019-20 CDBG Conformance with Priorities Matrix 4. Attachment 4 2019-20 CDBG Public Service Request Project Summaries 5. Attachment 5 2019-20 CDBG Countywide Project Applications 6. Attachment 6 2019-20 CDBG San Rafael Project Applications RESOLUTION NO. 14650 RESOLUTION OF THE SAN RAFAEL CITY COUNCIL RECOMMENDING COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROJECT FUNDING FOR THE YEAR 2019-20 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 18, 2019, 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 $415,063 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). I, LINDSAY LARA, 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 18th day of March 2019, by the following vote: Ayes: Councilmembers: Bushey, Colin, Gamblin, Mccullough & Mayor Phillips Noes: Councilmembers: None Absent: Councilmembers: None Lindsay Lara, City Clerk EXHIBIT A -- FY 2019-20 CDBG PROJECT ALLOCATIONS TYPE PROJECT # PROJECT SPONSER PROJECT NAME FUNDING REQUEST SAN RAFAEL RECOMMENDED FUNDS CH - 1 Housing Authority County of Marin Rehabilitation Loan Program $500,000 $85,000 Housing CH - 2 Marin Center for Independent Living Residential Accessibility Modification Program $30,000 $18,000 SH - 1 AWD Affordable Housing Electrical Upgrade Artworks Downtown, Inc. $450,000 $143,420* $530,000 $246,420 Capital CC - 1 New Marin City Mixed Use Health Hub Marin City Health and Wellness Center $150,000 $28,500 SC - 1 Pickleweed Park and Playground Improvements City of San Rafael DPW $138,000 $72,899 $101,399 Public CS - 1 Fair Housing Counseling and Education Fair Housing Advocates of Northern California $75,000 $31,833 Services CS - 2 Domestic Violence Legal Services for Low Income Families Family & Children’s Law Center $12,500 $6,100 CS - 3 Legal Aid of Marin Eviction Defense Program Legal Aid of Marin $30,000 $23,202 CS - 4 Skyview Day Club Seniors at Home, A Division of Jewish Family and Children’s Services (Formerly Senior Access) $33,350 $8,000 SS - 1 University Prep (UP!) Canal Alliance $15,000 $10,110 SS - 2 Pickleweed Preschool City of San Rafael $33,499 $30,000 $385,500 $109,245 ESTIMATED FUNDS 2019-20 Total new funds available for SR Planning Area $415,064 Minimum funds available for Housing $166,025 Maximum funds available for Public Services $109,245 *Recommendation includes reprogrammed funding from past years ATTACHMENT 3– FY 2019-20 CDBG PROJECT CONFORMANCE WITH CITY PRIORITIES Housing City/ Agency Project HUD regs Housing, Community Facility Quick Impact, Complete Housing Authority County of Marin - Rehabilitation Loan Program H  Marin Center for Independent Living - Residential Accessibility Modification Program H  Artworks Downtown- Affordable Housing Electrical Upgrade H Capital City/ Agency Project HUD regs Housing, Comm Facility Quick Impact, Complete City of San Rafael, Department of Public Works - Canal Neighborhood Park and Playground Improvements C  Marin City Health and Wellness Center- Marin City Health and Wellness Center C Public Services City/ Agency Project HUD regs Public Services Quick Impact, Complete Fair Housing Advocates of Northern California - Fair Housing Counseling and Education  Family and Children's Law Center - Domestic Violence Legal Services for Low Income Families  Legal Aid of Marin - Legal Aid of Marin Eviction Defense Program  Senior Access - Senior Access Financial Aid  Canal Alliance - University Prep (UP!) City of San Rafael - Pickleweed Preschool  KEY H = Affordable Housing Project C = Community Facility Project  = Conforms ATTACHMENT 4 – FY 2019-20 CDBG PUBLIC SERVICE REQUEST PROJECT SUMMARIES 1 1. Fair Housing Counseling and Education- Fair Housing Advocates of Northern California Fair Housing Advocates of Northern California (FHANC), a provider of fair housing services, requests $75,000 in CDBG funding to support administration and operations of their Marin programs. FHANC operates 10 core programs serving over 900 low, very low, and extremely low-income individuals in Marin. FHANC is the only HUD-certified Housing Counseling Agency in Marin County, as well the only fair housing agency with a testing program in the County. Their services include counseling victims of housing discrimination, investigating potential complaints, mediating settlements where appropriate, referring cases to federal and state enforcement agencies, monitoring filed complaints, helping people with disabilities request reasonable accommodations, conducting training seminars for the housing industry, and providing community education on fair housing rights. Given Marin County’s history of discrimination and segregation, FHANC’s services have been particularly beneficial to African-Americans, Latinos, people with disabilities, immigrants, families with children, female-headed households, senior citizens, and LGBT individuals; with approximately 90% of clients being lower-income. Staff recommend funding of $31,833, which represents 49% of the full recommendation across all planning areas. This percentage is determined based on the proportion of clients FHANC serves from San Rafael and the anticipated needs for this fiscal year. 2. Domestic Violence Legal Services for Low Income Families- Family & Children’s Law Center Family & Children's Law Center (FCLC), a provider of high-quality, low-cost legal services to children and families, requests $10,000 in CDBG funding to expand their domestic violence legal services program. FCLC serves an average 100 domestic violence victims and their children annually. Last year, FCLC saw an increase in domestic violence cases and served an additional 50 very low-income clients. They expect to maintain that increased service level. The organization provides full legal representation and assists victims of domestic violence obtain restraining orders, by preparing paper work and accompanying clients to court. If and when clients are ready, FCLC also assists with divorce proceedings. FCLC has a 98% success rate in garnering protective orders for clients. All services are free of charge to domestic violence victims. Fees for these services typically cost $400 per hour. In addition to legal support, the organization provides warm referrals to partner organizations providing emergency shelter services, food assistance, down payment assistance, and other community services. Staff recommend funding of $6,100, which represents 51% of the full recommendation across all planning areas. This percentage is determined based on the proportion of clients FCLC serves from San Rafael. 3. Legal Aid of Marin Eviction Defense Program- Legal Aid of Marin Legal Aid of Marin (LAM), a provider of a provider of high-quality, low-cost legal services to low-income individuals, requests $30,000 in CDBG funding to support the increased demand for eviction defense services. Formed in 1958, LAM provides low-income, vulnerable and otherwise underserved residents of Marin County with direct representation, pro per assistance, pro bono services, outreach, policy advocacy and serves their interests through impact litigation. In 2018, LAM closed over 1,000 cases representing over 2,000 household members. As Marin County’s rental crisis has continued to escalate in recent years, housing cases, several of them involving landlord-tenant disputes represent approximately 35% of the case work LAM staff members handle. The housing crisis in Marin and the need to keep families in their homes continues to be a high priority. In 2019, LAM will handle approximately 350 clients through their walk-in clinics and 95 individuals through their Mandatory Settlement ATTACHMENT 4 – FY 2019-20 CDBG PUBLIC SERVICE REQUEST PROJECT SUMMARIES 2 Conference clinics. Staff recommend $23,202 in funding which represents 77% of the full recommendation across all planning areas. This percentage is determined based on the proportion of clients LAM serves from San Rafael and the anticipated needs for this fiscal year. 4. Skyview Day Club – Seniors at Home, A Division of Jewish Family and Children’s Services (Formerly Senior Access) Seniors at Home (SH) formerly known as Senior Access, a provider of services to persons dealing with Alzheimer’s, Dementia, and memory loss, requests $33,350 in CDBG funding to provide adult day program scholarships to clients participating in The Club day program. The Club engages clients in art and music programs, stimulating brain games, group exercise, and lunch. The program provides caregivers valuable respite where they can work, care for themselves, and allow them to maintain their loved ones at home for as long as possible. The adult day program serves approximately 135 individuals annually with 65 being low, very low, and extremely low-income. In addition to the day program, SH provides free memory wellness classes, memory screenings, and caregiver support groups reaching approximately 550 people throughout the County. Staff recommend funding of $8,000, which represents 24% of the total request. Given most Sky View Day Club’s clients are San Rafael residents, the recommendation directly supports a portion of clients from San Rafael. 5. University Prep (UP!)- Canal Alliance Canal Alliance’s University Prep Program supports youth academically, emotionally, and socially. UP! addresses the academic achievement gap in Marin County for youth of color by supporting low-income Latino youth to complete four-year college degrees. The program provides tutoring in core subjects, advice on the college admissions process, counseling to create a financial plan for college, and mentoring in problem-solving and social-emotional skills in high school and college. Family engagement is an important component of the program. Staff recommend funding of $10,110 to support this program. 6. Pickleweed Preschool- City of San Rafael Department of Community Services City of San Rafael, Department of Community Services, a division of San Rafael City government dedicated to promoting health & wellness, increasing cultural unity, and facilitating community participation and interaction, requests $33,499 in CDBG funding to support preschool programming. The request will contribute to financing the salary of one full- time childcare instructor at the Pickleweed Preschool (PP) in the Canal neighborhood. PP serves 68, very low and extremely low-income children ages three and four to prepare for elementary school. The program operates from August to June, with morning and afternoon sessions offered. The preschool provides developmental and age-appropriate curriculum to build cognitive, social emotional, physical, and linguistic skills. With most children entering the preschool as Spanish speakers, the program is fully bilingual. Teachers begin the year speaking primarily Spanish and add English incrementally with the goal of children speaking English by the end of the school year. PP coordinates with the nearby Bahia Vista School to ensure program quality improvement and alignment with curriculum. In addition, the preschool offers ongoing parent education events to provide tools to effectively advocate for their child in the Elementary School system. Staff recommend funding of $30,000 to support the provision of preschool programming. 2019-2020 Community Development Block Grants (CDBG) Countywide Funding Applications 2019-2020 County of Marin Community Development Block Grant (CDBG) and HOME Project Proposal List APP. #PROJECT NAME PROJECT SPONSOR PROJECT ADDRESS DESCRIPTION CDBG REQUEST HOME REQUEST Countywide $830,850 Housing CH-1 Residential Rehabilitation Loan Program Marin Housing Authority 4020 Civic Center Dr, San Rafael Loan capital and staff salaries to provide residential rehabilitation loans $500,000 CH-2 Residential Access Modification Program Marin Center for Independent Living 710 4th St, San Rafael Fund the Residential Accessibility Modification Program of MCIL $30,000 CH-3 Housing subtotal $530,000 Capital CC-1 New Marin City Mixed-Use Health Hub Marin City Health and Wellness Center 100 Phillips Drive, Marin City Fund the Health Hub, a mixed-use new construction project $150,000 Capital subtotal $150,000 Public Services CS-1 Fair Housing Counseling and Education Fair Housing Advocates of Northern California 1314 Lincoln Ave Ste A, San Rafael Provide free services for residents protected under federal and state fiar housing laws $75,000 CS-2 Domestic Violence Legal Services for Low Income Families Family & Children's Law Center 1401 Los Gamos Drive Ste # 200, San Rafael Assist low-income clients in obtaining Domestic Violence Restraining Orders $12,500 CS-3 Legal Aid of Marin Eviction Defense Program Legal Aid of Marin 1401 Los Gamos Drive Ste # 101, San Rafael Funding eviction defense services $30,000 CS-4 Senior Access Financial Aid Senior Access 70 Skyview Tr, Bldg B, San Rafael Subsidize day program participants $33,350 Public Services subtotal $150,850 K:\Cycle\2019 Cycle\2019 HUD Project List-Staff Report.xlsx 12/4/2018 Date: November 9, 2018 Foundations: (Add rows) Government: (Add rows) Corporations: (Add rows) Individual Contributions:  (list total): Earned Income: (Add rows) Other (specify): (Add rows) Subtotal, Committed Income 00 Other (specify): Federal Grants Request 30,000.00 Other Foundations: (Add rows to list other  Foundations) Government: (Add rows to list other  Government agencies) Corporations: (Add rows to list other  corporations) Individual Contributions: Subtotal,Uncommitted  Income 00 Other Earned Income: (Add rows) Project Budget Template Federal Grants  Request Other Funding  Sources In Kind Organization Name: Marin Center for Independent Living Project Title: Residential Access Modification Program INCOME: Committed Uncommitted Subtotal, Earned Income 0 Grand Total Income 30,000.00 0.00 0.00 EXPENSES  (Add rows to list  other expenses) Federal Grants  Request Other Funding  Sources In Kind Acquisition Purchase price Title/Recording/Escrow (Add rows to list other direct   project expenses) Pre‐development Archetecture & engineering Phase 1  Market Study  Entitlements/Zoning (Add rows to list other direct  project expenses) General Development Utility hook‐ups Construction  Home Modifications ‐ labor 20,000.00    Home Modifications ‐  Materials 10,000.00 Subtotal, Direct Project  Related Expenses 30,000.00 0.00 0.00 Grand Total All Expenses 30,000.00 0.00 0.00 Developer Fee (specify % in column A below) Fiscal Sponsorship Fee (specify % in column A below) Direct Project Related Expenses MCIL 18-19 Budget Income 18-19 Dept of Rehab 375,831 VIIB 186,916 ACL 69,015 Co of Marin - AAS - Registry 20,000 Co of Marin - ADRC 30,000 Attn Referral Program 35,000 To Celebrate Life 25,000 MGH - Access to Benefits 25,000 MGF - Safety Net Services 25,000 Kaiser 20,000 Contracts 10,000 Donations 45,210 Outreach/Fund Development 300,000 Rental Income 78,900 MCF - Building Business Acumen 40,000 CDBG 30,000 FHANC 16,000 Bob Roberts Client Asst Fund 10,000 Dept of Rehab - NHT 20,000 Total Income 1,361,872 Personnel Salary 803,226 Fringe Benefits 216,022 Total Salary & Fringe 1,019,248 Operating Taxes/Fees 6,500 Utilities - Up 2,950 Utilities - Down 7,000 Bldg Maint - Up 3,000 Bldg Maint - Down 4,500 Property Mgmt 6,600 Rental Fees 2,500 Equip Maint 4,000 General Insurance 10,750 Supplies 9,000 Advertising 1,500 Telephone 9,000 Printing 9,000 Postage 7,000 Audit/Tax Prep 11,500 Professional Fees 38,824 Professional Fees - MCF / ABC 40,000 Equip Lease 8,000 Trvl/Mileage/Lodging 7,000 Staff Dev/Trng 7,000 Dues/Bks/Sub 8,500 Equipment/Software 1,000 Outreach Fund Develop 45,000 CDBG 30,000 FHOM/Spanos 12,500 BR CA Fund 10,000 TCL BCER Fund 20,000 NHT 20,000 Total Operating 342,624 Total Pers & Oper 1,361,872 Balance - profit (loss)0 County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 1 of 7 2019/20 COMMUNITY DEVELOPMENT BLOCK GRANT AND HOME PROGRAM APPLICATION FOR FUNDING 1. Indicate type of project. If your project allows, you may apply under multiple categories. CDBG Public Services CDBG Public Facilities/Improvements CDBG Housing Construction/Acquisition HOME Housing Construction/Acquisition CDBG Housing Rehabilitation HOME Housing Rehabilitation 2. Organization (Fiscal Sponsor) General Information: ORGANIZATION/AGENCY NAME MAILING ADDRESS WEBSITE ORGANIZATION DUNS# EXECUTIVE DIRECTOR/CEO EMAIL ADDRESS PHONE 3. Project General Information: PROGRAM/PROJECT NAME PROGRAM/PROJECT SITE ADDRESS CDBG/HOME FUNDING AMOUNT REQUESTED $ APPLICATION CONTACT PERSON E-MAIL ADDRESS PHONE Marin City Health & Wellness Center 630 Drake Ave, Marin City, CA 94965 www.marincityclinic.org 830668880 JayVon Muhammad, CEO info@marincityclinic.org 415.339.8813 New Marin City Mixed-Use Health Hub 100 Phillips Drive, Marin City, CA 94965 150,000 Melanie Hamburger melanie@marincityclinic.org 415.999.3197/mobile County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 2 of 7 4. Planning Areas Served: Indicate what geographic area the requested funding will serve. Please indicate approximate % of services provided in each area. For Housing projects with current residents, please indicate where your project is located. Novato San Rafael County Other Total 100% 5. What prior years have you been funded by CDBG/HOME Year Funded Grant Amount Amount Expended 6. Organizational Overview: Provide a brief description of your organization including mission, programs, number of clients served, etc.: 5 19 76 Marin City Health and Wellness Center (the Center) is a nonprofit Federally Qualified Health Center, dedicated to serving public housing residents and the growing homeless population County-wide, and low-income residents of southern Marin County. Healthcare is provided regardless of an individual's ability to pay. Of current patients, 94% are Medi-Cal eligible, 63% are residents of southern Marin, and 13% are homeless. Poverty is the common thread among our multi-ethnic patient base. For the 12 months ended 10/31/18, the Center served 3,687 unique patients with 19,790 provider visits for integrated healthcare services. The Center has a proven track record in providing healthcare and supportive services to protected classes. Medical services in Marin City began in 2006, followed by dental and behavioral health in 2012. Preventative behavioral health programs for youth (ages 12-20) began two years later. In 2016 a midwifery, perinatal and childbirth program opened (at Marin's only freestanding birth center, and one of three FQHC/birth center models in the U.S.), and homeless, recovery and medication-assisted treatment services began. Created in 2006 by a grassroots movement for culturally sensitive healthcare in Marin's historic Black community, the Center's mission is to provide innovative health and wellness services for all, with the goal of African American health equity. Across the board, African Americans suffer the worst health outcomes, including maternal health and childbirth disparities, chronic conditions, and morbidity and mortality from preventable illness. The Office of Statewide Health Planning and Development indicates that Marin County has the second-highest emergency room utilization rate in the Bay Area: 298 visits per 1,000 residents. Throughout California, Black residents are more likely than any other racial or ethnic group to delay obtaining needed medications, and to utilize the emergency room for a non-emergency visit (UCLA Health Policy Research Brief, 2009). Over the years, the Center has tried to find larger space to meet the demand for care that far exceeds the current small clinic space. In late 2017 an opportunity arose to purchase 100 Phillips Drive, 1/2 block from the main clinic location. Recognizing that this was the first commercial real estate sale in Marin City in decades, clinic leadership thoughtfully considered the highest and best use of the site: remodel the existing building, or build a new multi-story building with healthcare, supportive services, and affordable housing. In September 2018 an architect was engaged to develop a more comprehensive concept design with new construction. In mid-2018, key leadership roles changed to make possible the mixed use site: a project manager was assigned to oversee the construction and funding of Phillips Drive, and development staff was added. As we prepare to submit plans for new construction of the mixed-use Health and Housing Hub, the Center is well positioned to expend grant funds for the stated purpose and within the 2019-20 timeframe. County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 3 of 7 7. Project Description: Provide a detailed scope of work including services to be provided and/or development activities to be engaged. Describe how this project will benefit the community. 8. HUD National Objective to be served (check at least one): Activities benefiting low and moderate-income persons. (LMI) Activities benefiting low and moderate area. (LMA) Activities which aid in the prevention or elimination of slums or blight. 9. How will this project Affirmatively Further Fair Housing? The Health Hub is a mixed-use new construction project. Funding from this grant would support ONLY that portion of the construction expense related to the 6,000+ sq. ft. clinic space. The project meets several CDBG/HUD priorities: it is located in a Transit-Oriented Development, less than 1/8 mile from major bus lines that serve the entire county; it reflects New Urbanism in a community that is walkable, diverse, mixed income, with access to retail; and, as a nonprofit Public Facility, the Center offers healthcare services available to the general public, with a focus on L/M income (over 80% of our patients access care using Medi-Cal). The new clinic will more than double exam rooms (and access to care for L/M income patients) for primary medical, dental, behavioral health and MAT services. It will include space for recovery support groups, and health education programs that include a Food Pharmacy, Park Rx activities, and Healthy Eating Active Living programs for seniors and those managing multiple chronic conditions. The Center has achieved statewide and national recognition for its medication-assisted treatment (MAT) program for opioid addiction, and a unique FQHC/birth center model to address Black maternal health disparities and low birthweight babies. Center leadership initially intended to remodel the existing building, and then recognized a once-in-a-lifetime opportunity to create a unique whole-person care model that co-locates healthcare, supportive services, and housing in Marin City. Quezada Architects (a woman-owned, minority business) was recently hired to create a mixed-use Project Design with expanded clinic, childcare, private school with mental health support for teens living with Adverse Childhood Experiences (ACEs) who do not succeed in a traditional school environment, offices for HHS specialty services, and 20 units of 100% low income housing. Recognizing the significance of this undertaking, the Center has reassigned staff to manage the construction, funding and compliance for the new site; with prior renovations, we added additional responsibilities to current staff roles. Over $2.5M in funding requests have been submitted for pre-development and construction costs. This site has already passed a NEPA review by Marin County. The pre-development team includes an architect, structural engineer, soils/geotechnical consultant, land use attorney, and entitlements consultant. The Center has begun to build community support by meeting with key organizations and program partners in Marin City, including Bayside MLK Academy, the Community Services District, and the Community Development Corp. In December we will meet with Marin CDA (planning) staff to present the schematic design for approval, and begin to prepare the planning package. The Center was created to expand access to care for a historically underserved, low-income residents of southern Marin. The community's healthcare needs significantly exceed our ability to provide services in the limited space available at the leased current clinic site or, even, in the existing structure at the Phillips Drive site. CDBG funding will increase access to care by creating an innovative, integrated, community-based Health Hub. As a Federally Qualified Health Center (FQHC), we require information on family size and income so that it is evident that at least 51% of the clientele are persons whose family income does not exceed the L/M income limit. In the case of our patients, 94% are below the moderate income limit. Our services benefit residents of public housing and the homeless, those at risk of homelessness and struggling with mental illness, youth at risk of entering the criminal justice system and/or transitioning out of foster care, re-entry adults, veterans, and Protected Classes including African Americans, women who are head of household, and older adults. The Center was founded in 2006 by a grassroots effort to serve the unique needs of Marin City residents. Its nature and location dictate that the clients for our healthcare and supportive services are primarily L/M income persons. County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 4 of 7 10. Describe how this project will conduct affirmative marketing to members of the Protected Classes? 11. Approximately how many moderate, low, very low, and extremely low-income persons will directly benefit from the program/project? (Use the income level table found in the Application Guidelines document): Moderate-Income Low-Income Very Low-Income Extremely Low-Income 12. Estimate the demographics of the moderate, low, very low, and extremely low-income persons who will directly benefit from the program/project: Ethnic Category Total Persons Identifying as Hispanic American Indian or Alaskan Native % % Asian % % Black or African American % % Native Hawaiian or other Pacific Islander % % White % % American Indian and White % % Asian and White % % Black and White % % American Indian and Black % % Multi-Racial % % TOTAL 100% Female-Headed Households (out of above total) % % Starting in October 2018, we launched a marketing campaign to tell Protected Classes and residents of southern Marin County about the new Health Hub. Components of outreach include: speaking to community boards (Marin City Community Services District, Marin City Community Development Corp, Sausalito Marin City School Board, resident advisory councils for public housing), connecting with county leaders (Supervisor Kate Sears, Dr. Grant Colfax), and creating a new print newsletter and HealthyMarinCity.org website (coming soon) with updates on the construction project and capital campaign. Most importantly, our staff who conduct outreach in the community for free health and wellness programs (insurance and Medi-Cal enrollment, support classes, exercise and nutrition programs, youth programs, weekly services to anchor-outs offshore in Sausalito) will discuss and distribute information about healthcare, childcare, housing and supportive services available at the new clinic site at 100 Phillips Drive. 353 258 486 2065 1 5 21 1 37 22 not available 0 0 2 0 10 1 n/a County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 5 of 7 PROJECT MANAGEMENT & FINANCIAL DATA 13. If funded previously, list past project goals and accomplishments/activities using CDBG/HOME funds. 14. If your agency has remaining CDBG/HOME funds previously approved, please describe timeline for expending fund balance: 15. Describe your organizations experience with administering federal grant programs? For Housing and Capital (construction and renovation) projects, what experience do you have with complying with Davis-Bacon prevailing wage requirements? N/A As soon as the decision was made to expand services through a mixed-use new construction (rather than for remodeling the current building for expanded clinic space only) the Center contacted CDBG staff at the County of Marin to discuss options for repurposing CDBG funding accordingly. At that meeting (in September 2018), it was determined that MCHWC is not eligible to transfer CDBG grants to new construction. In a letter dated 11/13/18, CEO JayVon Muhammad relinquished these funds for the benefit of other organizations: - $50,000 awarded 12/17/17 for the 2017-18 funding cycle; - $38,282 pending for the 2018-19 funding cycle. We submit this proposal recognizing that the Center will not benefit from the $88,282 of funding previously granted through the CDBG process. The proposed new construction requires submission of this new CDBG application, and precludes the use of any previously allocated funding for renovation. We receive significant funding from federal and state agencies, such as HRSA and the County of Marin. As a result, Center staff is experienced in tracking expenditures, data and compliance for agency grant reporting requirements. A three-person QI team oversees data and reporting, consistent with our organizational culture of Continuous Quality Improvement (CQI). As an FQHC, we are experienced at managing complex financial regulations, grants compliance and billing structures, and perform regular financial and programmatic audits. The Center's Board of Directors, which includes 50% patient representation, reviews financial and CQI metrics monthly; our Finance Manager is one of the Center's longest-serving employees; and we outsource CFO responsibilities to a firm that specializes in FQHC financials. Prudent fiscal management has resulted in the ability to set aside revenue and build substantial savings that have been used to fund prior construction projects for the Marin Family Birth Center and Bayview Clinic. (The first debt in the Center's 12-year history was the mortgage to purchase the Phillips Dr. site.) We understand, support and will comply with Davis-Bacon prevailing wage requirements. County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 6 of 7 16.Describe who will supervise and manage the project and their past experience with project management. 17.For Housing and Capital (construction and renovation) projects, list any entitlements, approvals, or authorizations that are necessary for the project to proceed. 18.For HOME projects: Please describe how you will meet the 25% match requirement? 19. For HOME Projects are you a CHDO? Since 2016 Grantee has completed two major construction projects and is experienced working with architects, engineers and contractors. Key staff involved in past construction project management include Birth Center Director Kiki Jordan, who will serve as Interim CEO. Well beyond the construction, plans and permits required to remodel an office suite into medical exam and delivery rooms for the Marin Family Birth Center (880 Las Gallinas Ave, San Rafael), she navigated complex regulations for Marin County's first freestanding birth center; no precedent existed for this ambulatory labor and delivery facility. At the Bayview Hunters Point Clinic (6301 3rd Street, SF), current CEO JayVon Muhammad and COO Patricia Rodriguez managed an extensive renovation of a two-story medical facility built in 1960 and never modernized, included bringing the entire facility up to current code and ADA requirements. This year the Center added fundraising staff to allow Melanie Hamburger, Development Director, to focus on capital campaign and project management for pre-development. Lastly, Board Chair Nancy Johnson has spent most of her career working in public assistance, public housing and real estate. She brings extensive knowledge of low-income housing. Principal Architect Cecelia Quezada has medical construction experience, including designing the new trauma wing of San Francisco General/Zuckerberg Hospital. Project Architect Clare Hyland has designed comprehensive medical facilities for Kaiser Permanent and other healthcare providers. We have conducted extensive research on zoning and planning requirements, including Marin Code Article III, Title 22. Included in our project team is a land use attorney experienced in unincorporated Marin County; we are in the process of hiring an entitlement consultant. The new clinic space will also benefit from certain regulations that help fast-track the permitting process (such as California SB35, which applies to affordable housing developments). We anticipate submitting plans by 1/1/18, with approval by March 2019. Safeguards to keep us on schedule for a June 2020 project completion date include a team of advisors and consultants who are experienced in this type of mixed-use construction, as well as re-assigning the Development Director solely to this project. In addition to permit fees, the project budget includes soft costs at 30%, equipment costs, utility fees, and a 15% contingency. The Center has developed a team and project planning timeline with key milestones to anticipate, plan for, and overcome obstacles in the planning and construction process. N/A N/A Date: 11/15/18 Foundations: (Add rows) Government: Marin HHS IGT (dental) $ 200,000 (Add rows) Corporations: Capital Link $ 30,000 Quezada Architects $ 40,000 FTF Engineering $ 5,000 (Add rows) Individual Contributions: (list total): Earned Income: (Add rows) Other (specify): (Add rows) Subtotal, Committed Income $ 230,000 $ 45,000 $ 275,000 Other (specify): Federal Grants Request $ 150,000 Other Foundations: $ 1,250,000 (Add rows to list other Foundations) Government: $ 1,250,000 (Add rows to list other Government agencies) Corporations: (Add rows to list other corporations) Individual Contributions: $ 878,200 $ 100,000 INCOME: Committed Uncommitted Project Budget Template Federal Grants Request Other Funding Sources In Kind Organization Name: Marin City Health & Wellness Center Project Title: New Marin City Mixed-Use Health Hub Total Proposed Project Income Subtotal,Uncommitted Income $ 150,000 $ 3,378,200 $ 100,000 $ 3,628,200 New Markets Tax Credits $ 975,800 $ 975,800 Earned Income: (Add rows) Subtotal, Earned Income $ - $ - Grand Total Income $ 150,000 $ 4,584,000 $ 145,000 $ 4,879,000 EXPENSES (Add rows to list other expenses) Federal Grants Request Other Funding Sources In Kind Total Proposed Project Expenses Acquisition Purchase price Title/Recording/Escrow (Add rows to list other direct project expenses) Pre-development (Clinic portion only) Archetecture & engineering $ 704,000 $ 145,000 Phase 1 Market Study Entitlements/Zoning $ 100,000 (Add rows to list other direct project expenses) General Development (Clinic portion only) Utility hook-ups $ 100,000 Parking/landscaping $ 750,000 Construction $ 150,000 $ 2,830,000 Demolition $ 100,000 Subtotal, Direct Project Related Expenses $ 150,000 $ 4,584,000 $ 145,000 $ 4,879,000 $ - $ - Grand Total All Expenses $ 150,000 $ 4,584,000 $ 145,000 $ 4,879,000 Developer Fee (specify % in column A below) Fiscal Sponsorship Fee (specify % in column A below) Direct Project Related Expenses (Clinic portion only) A B C E 1 2 3 4 PROPERTY LINE 28' - 0" 28' - 0"62' - 0"PHILLIPS DRIVEDAYCARE OUTDOOR AREA 2 3 4 5 6 7 8 9 24 25 26 12 13 14 15 16 17 18 19 20 21 22 23 10 33' - 0"21' - 0"26' - 0"SETBACK15' - 0"SETBACK15' - 0"SETBACK15' - 0" 1 11 2897 SF SETBACK 15' - 0" 8'-6"X 18' LOADING 12' X 25' 5' - 0 " 184 SF RECEPTION 1 A106 140 SF MECH./ELEC 64 SF STAFF WC 156 SF OFFICE 56 SF WC 425 SF CIRCULATION 138 SF STOR 310 SF LOBBY MAIN ENTRY 2 A106 153 SF OFFICE 76 SF UTILITY 55 SF WC 1028 SF DAYCARE #1 824 SF DAYCARE #2 110 SF KITCHEN 168 SF LOBBY 245 SF CIRCULATION REAR ENTRY 74 SF STOR. 444 SF CIRCULATION KEY LEGEND E-Occ - DAYCARE E-Occ - HIGH SCHOOL B-Occ - HEALTH CLINIC R-3 - RESIDENTIAL (AFFORDABLE) CIRCULATION As indicated MARIN CITY HEALTH AND WELLNESS 100 PHILLIPS DRIVE, SAUSALITO CA, 94965 (APN: 052-500-04) LEVEL 1 FLOOR PLAN 2018.11.09 NOTE: SUBJECT TO DIGITAL SURVEY N 1" = 20'-0"1 LEVEL 1 1-20 AREA: DAYCARE: 3,700 SF A B C E 1 2 3 4 PROPERTY LINEPROPERTY LINE 677 SF CLASS RM 520 SF CLASS RM 166 SF DENTAL 96 SF OFFICE 96 SF OFFICE 95 SF OFFICE 96 SF OFFICE 95 SF OFFICE 95 SF OFFICE 96 SF BREAK RM 95 SF BREAK RM. 72 SF HEALTH RM 95 SF HEALTH RM 95 SF HEALTH RM 70 SF HEALTH RM 75 SF OFFICE 56 SF MECH./ELEC. 64 SF WC 64 SF WC 65 SF STAFF WC. 64 SF STAFF WC. 64 SF PAT WC 64 SF PAT WC83' - 0"115 SF STOR. 66 SF STAFF WC 64 SF STAFF WC 138 SF TRASH 8' - 0"7' - 0"172 SF DENTAL 55 SF SUPPLY 75 SF N. STN 63 SF MED RM 64 SF PAT WC 76 SF TREAT RM 79 SF TREAT RM 75 SF OFFICE 79 SF TREAT RM 75 SF TREAT RM 95 SF HEALTH RM 72 SF HEALTH RM 63 SF STOR. 79 SF TREAT RM 60 SF SUPPLY 62 SF STOR WAITING AREA SETBACK 15' - 0"SETBACK15' - 0"SETBACK15' - 0"SETBACK15' - 0"33' - 0"21' - 0"26' - 0"28' - 0" 28' - 0"62' - 0" 1 A106 11' - 0"78 SF REC 2 A106 85 SF OFFICE 63 SF SUPPLY 163 SF DENTAL 2014 SF CIRCULATION 338 SF CIRCULATION KEY LEGEND E-Occ - DAYCARE E-Occ - HIGH SCHOOL B-Occ - HEALTH CLINIC R-3 - RESIDENTIAL (AFFORDABLE) CIRCULATION As indicated MARIN CITY HEALTH AND WELLNESS 100 PHILLIPS DRIVE, SAUSALITO CA, 94965 (APN: 052-500-04) LEVEL 2 FLOOR PLAN 2018.11.09 N NOTE: SUBJECT TO DIGITAL SURVEY AREA: HEALTH CLINIC: 5,634 SF HIGH SCHOOL: 2,294 SF A B C E 1 2 3 4 1 BED UNIT 500 SF 1 BED UNIT 500 SF 1 BED UNIT 500 SF 2 BED UNIT 700 SF 2 BED UNIT 700 SF 1 BED UNIT 500 SF 1 BED UNIT 500 SF 1 BED UNIT 520 SF 1 BED UNIT 500 SF 2 BED UNIT 1000 SF BALCONY BALCONY PROPERTY LINE 28' - 0" 28' - 0"62' - 0"SETBACK15' - 0"33' - 0"21' - 0"26' - 0"SETBACK 15' - 0" 832 SF CIRCULATION SETBACK15' - 0"22' - 0"SETBACK15' - 0"1 A106 403 SF CIRCULATION 430 SF CIRCULATION 2 A106 1 2 3 4 5 6 8 9 7 10 252 SF UTILITY / STOR. 244 SF MECH./ELEC KEY LEGEND E-Occ - DAYCARE E-Occ - HIGH SCHOOL B-Occ - HEALTH CLINIC R-3 - RESIDENTIAL (AFFORDABLE) CIRCULATION As indicated MARIN CITY HEALTH AND WELLNESS 100 PHILLIPS DRIVE, SAUSALITO CA, 94965 (APN: 052-500-04) LEVEL 3 FLOOR PLAN 2018.11.09 N NOTE: SUBJECT TO DIGITAL SURVEY AREA: RESIDENTIAL (AFFORDABLE): TBD A B C E 1 2 3 4 PROPERTY LINE 1 2 3 4 5 6 1 BED UNIT 500 SF 1 BED UNIT 500 SF 1 BED UNIT 500 SF 8 9 2 BED UNIT 700 SF 2 BED UNIT 700 SF 1 BED UNIT 500 SF 1 BED UNIT 500 SF 1 BED UNIT 520 SF 1 BED UNIT 500 SF 2 BED UNIT 1000 SF 7 BALCONY BALCONY 10 402 SF CIRCULATION 795 SF CIRCULATION 28' - 0" 28' - 0"62' - 0"33' - 0"21' - 0"26' - 0"SETBACK15' - 0"SETBACK15' - 0"SETBACK 15' - 0"22' - 0"SETBACK15' - 0" 1 A106 430 SF CIRCULATION 2 A106 252 SF UTILITY / STOR. 239 SF MECH./ELEC 1' - 6" KEY LEGEND E-Occ - DAYCARE E-Occ - HIGH SCHOOL B-Occ - HEALTH CLINIC R-3 - RESIDENTIAL (AFFORDABLE) CIRCULATION As indicated MARIN CITY HEALTH AND WELLNESS 100 PHILLIPS DRIVE, SAUSALITO CA, 94965 (APN: 052-500-04) LEVEL 4 FLOOR PLAN 2018.11.09 N AREA: RESIDENTIAL (AFFORDABLE): TBD A B C E 1 2 3 4 1 A106 PROPERTY LINE 28' - 0" 28' - 0"62' - 0"33' - 0"21' - 0"26' - 0"SETBACK15' - 0"SETBACK15' - 0"SETBACK 15' - 0"SETBACK15' - 0" ROOF 7440 SF CIRCULATION 450 SF CIRCULATION 310 SF ROOF BELOW ROOF BELOW22' - 0"2 A106 1" = 20'-0"MARIN CITY HEALTH AND WELLNESS 100 PHILLIPS DRIVE, SAUSALITO CA, 94965 (APN: 052-500-04) ROOF PLAN 2018.11.09 Marin City Health and Wellness Center 2018 - 2019 Fiscal Year Budget P R O P O S E D Marin City Health and Wellness Center 2018 ‐ 2019 Fiscal Year Budget Statement of Activities  Actual            2016‐17   Budget     2017‐ 18   Annualized  2017‐18   Budget         2018‐19   Variance  Patient Revenue: Medi‐Cal 2,436,942              3,432,889           3,262,262        4,858,160         1,595,898          Medicare 335,399                 558,071              269,855            489,053            219,198              Other Public Prog. ‐                          1,741                   ‐                    ‐                     ‐                       Insurance 92,518                   220,793              150,964            271,309            120,345              Self Pay & Other 163,192                 256,089              144,115            276,843            132,728              Sliding Scale & Other Write‐Offs (47,989)                  (128,045)             (21,949)            (46,141)             (24,191)               Cost Report Settlement (7,255)                    ‐                           ‐                    ‐                     ‐                       Estimated Medi‐Cal 58,495                   ‐                           ‐                    ‐                     ‐                       Provision for Doubtful Accounts (200,805)                (260,494)             (110,374)          (169,663)           (59,289)               Patient Refunds (150)                        (1,000)                 (15,054)            (23,140)             (8,086)                 Total Patient Revenue 2,830,346              4,080,045           3,679,818        5,656,421         1,976,603          ‐                           ‐                         Total Operating Expenses (5,314,544)            (6,686,880)         (6,596,639)       (8,424,446)       (1,827,807)         Net Uncompensated Care (2,484,198)            (2,606,836)         (2,916,821)       (2,768,025)       148,796              Grants & Other Revenue: Federal 330 Grant 1,987,722              1,969,417           1,898,931        1,849,935         (48,996)               Federal 330 AIMS ‐                          ‐                       92,327              99,164              6,837                  County of Marin Grant 174,267                 100,000              150,461            203,333            52,872                Marin Community Foundation 149,996                 100,000              158,672            25,000              (133,672)            Blue Shield 21,125                   31,124                21,163              5,250                (15,913)               California Wellness Foundation 150,000                 ‐                       66,667              35,000              (31,667)               Other Grants 183,923                 268,000              178,914            370,000            191,086              Partnership QIP Incentive 55,105                   109,706              271,618            120,000            (151,618)            Meaningful Use Incentive ‐                          25,500                ‐                    ‐                     ‐                       Donations 91,528                   115,000              25,463              35,000              9,537                  Donations In‐Kind ‐                          ‐                       10,963              11,000              37                        Fundraising Income 10,651                   ‐                       9,526                10,000              474                      Medical Records 1,536                      2,000                   303                   2,000                1,697                  Rental Income 1,800                      1,800                   42,233              54,000              11,767                Interest & Other Income 23,452                   22,000                6,577                7,500                923                      ‐                           Total Grants & Other Revenue 2,851,105              2,744,547           2,933,816        2,827,182         (106,634)            Net Operating Income/(Loss)366,907                 137,712              16,995              59,157              42,162                Extraordinary Revenue & Expenditures: Defenders Program (6,592)                    (3,000)                 2,905                3,000                95                        Capital Grant Federal 330 ‐                          1,000,000           1,000,000        ‐                     (1,000,000)         Capital Grant DHHS ‐                          ‐                       250,000            ‐                     (250,000)            Birth Center ‐ Sales Income ‐                          ‐                       222                   250                    28                        Total Capital Revenue & Expenditures (6,592)                    997,000              1,253,127        3,250                (1,249,877)         Net Excess of Revenue Over Expenses 360,316                 1,134,712           1,270,122        62,407              (1,249,877)         Visits 16,972                   26,203                17,937              29,431              11,494                Cost Per Visit 313.14$                 255.20$              367.76$            286.24$            (81.52)$               Revenue Per Visit 166.77$                 155.71$              205.15$            192.19$            (12.96)$                Actual            2016‐ 17   Budget          2016‐17  Annualized  2017‐18 Budget          2018‐19 Variance Staff Costs Wages 2,985,047               3,906,901           3,598,038         4,818,406         1,220,369           Benefits Payroll Taxes 245,597                  324,993               292,523            391,739             99,216                 Health Benefits 257,166                  334,323               308,374            412,966             104,592              Workers Compensatin 37,743                    50,048                 44,585              59,705               15,120                 Retirement Benefits 46,157                    97,672.53           45,643              61,125               15,482                 Total Benefits 586,664                  807,036               691,125            925,535             234,410              Total Wages & Benefits 3,571,711               4,713,937           4,289,163         5,743,941         1,454,779           Contracted Services 113,683                  40,000                 114,277            40,000               (74,277)               Total Staff Costs 3,685,394               4,753,937           4,403,439         5,783,941         1,380,502           Facility Costs Depreciation ‐ Building ‐                           ‐                       14,087              22,538               8,451                   Depreciation ‐ Leasehold Imp 22,141                    22,141                 28,992              119,067             90,075                 Interest Expense ‐ Mortgage ‐                           ‐                       38,673              53,200               14,527                 Property Taxes ‐                           ‐                       1,573                 1,600                 27                        Rent 213,256                  204,228               281,855            276,180             (5,675)                  Repairs & Maintenance ‐ Bldg 33,582                    48,200                 43,350              48,200               4,850                   Utilities 29,370                    31,000                 52,321              54,600               2,279                   Total Facility Costs 298,348                  305,569               460,850            575,385             114,535              Other Operating Expenses Audit Fees 12,000                    12,000                 12,360              12,500               140                      Bank Charges 3,047                      2,900                   5,342                 6,000                 658                      Billng Services 149,598                  130,000               341,220            396,000             54,780                 Cafeteria Expenses  (Academy) ‐                           ‐                       525                    1,800                 1,275                   Computer Supplies & Support 148,231                  170,500               162,352            165,000             2,648                   Conferences & Meetings 33,217                    40,000                 46,166              50,000               3,834                   Consulting Fees ‐ PW Accounting 173,040                  166,000               122,484            130,000             7,516                   Consulting Fees ‐ PW Audit Support ‐                           ‐                       7,895                 7,800                 (95)                       Consulting Fees ‐ PW CFO 27,445                    26,400                 37,100              40,000               2,900                   Consulting Fees ‐ PW Federal Compliance ‐                           ‐                       38,373              40,000               1,627                   Consulting Fees ‐ Grant & Administrative 75,000                    75,000                 89,692              100,000             10,308                 Consulting Fees ‐ Instructors (Academy) ‐                           ‐                       3,733                 5,000                 1,267                   Consulting Fees ‐ PW State & Local Compliance ‐                           ‐                       45,061              40,000               (5,061)                  Consulting Fees ‐ Other 19,644                    132,500               40,528              50,000               9,472                   Continuing Education 9,110                      10,000                 14,596              15,000               404                      Contributions/Donations ‐                           ‐                       3,667                 4,000                 333                      Copier Lease 4,612                      5,000                   6,058                 6,500                 442                      Depreciation 52,877                    53,392                 115,743            122,265             6,522                   Dues & Memberships 21,593                    23,500                 26,796              30,000               3,204                   Fundraising Expense 9,248                      ‐                            6,787                 10,000               3,213                   Insurance‐General 22,615                    18,500.00           45,092              50,000               4,908                   Insurance‐Malpractice 4,328                      7,349                   10,825              17,762               6,937                   Insurance‐D&O 1,918                      1,500                   2,291                 2,500                 209                      Interest Expense 277                          300                       125                    300                    175                      Lab Fees 32,771                    38,477                 35,571              61,890               26,319                 Legal Fees 18,355                    8,000                   8,556                 10,000               1,444                   Licenses & Fees 26,803                    15,500                 22,584              25,000               2,416                   Minor Equipment 98,267                    45,000                 45,242              50,000               4,758                   Outreach Expense 21,726                    31,000                 486                    5,000                 4,514                   Outside Services 1,830                      ‐                       2,685                 3,000                 315                      Parking & Tolls 1,306                      1,500                   2,882                 5,000                 2,118                   Payroll Processing Fee 8,418                      9,000                   8,532                 9,000                 468                      Postage 15,374                    20,200                 7,188                 8,000                 812                      Repairs & Maintenance‐Equipment 2,209                      6,000                   6,315                 6,500                 185                      Repairs & Maintenance‐Vehicles ‐                           ‐                       3,030                 3,200                 170                      Recruiting 10,151                    23,200                 14,694              20,000               5,306                   Supplies‐Office 80,754                    65,997                 75,766              89,697               13,931                 Supplies‐Dental 74,961                    212,588               101,259            162,915             61,656                 Supplies‐Instructional (Academy) ‐                           ‐                       443                    5,000                 4,557                   Supplies‐Medical 55,471                    133,016               55,774              101,170             45,396                 Supplies‐Pharmaceutical 19,091                    29,855                 32,954              58,045               25,091                 Supplies‐Vaccines ‐                           ‐                       2,518                 3,776                 1,258                   Telephone & Communications 29,079                    33,200                 45,171              45,500               329                      Transportation‐Students (Academy) ‐                           ‐                       305                    5,000                 4,695                   Travel 66,439                    80,000                 74,670              80,000               5,330                   Uniforms (Academy) ‐                           ‐                       916                    5,000                 4,084                   Total Other Operating Expenses 1,330,802               1,627,374           1,732,350         2,065,120         332,770              Total Direct Expenses 5,314,544               6,686,880           6,596,639         8,424,446         1,827,807           Allocation of Administration ‐                           ‐                       ‐                     ‐                     ‐                       Total Expenses 5,314,544               6,686,880           6,596,639         8,424,446         1,827,807           SCHEDULE OF OPERATING EXPENSES 2018 ‐ 2019 Fiscal Year Budget Marin City Health and Wellness Center Marin - Medical Marin - Behavioral Health Marin - Substance AbuseMarin - DentalVisits % Rate Revenue Visits % Rate Revenue Visits % Rate Revenue Visits % Rate RevenueMedi-Cal 6,212 71.3% 213.36$ 1,325,392 Medi-Cal 3,588 75.2% 213.36$ 765,536 Medi-Cal 425 84.6% 213.36$ 90,678 Medi-Cal 2,860 88.9% 213.36$ 610,210 Medicare 1,444 16.6% 135.65$ 195,883 Medicare 724 15.2% 79.85$ 57,809 Medicare 35 6.9% 155.70$ 5,450 Medicare - 0.0% 135.65$ - Crossovers 348 4.0% 213.36$ 74,249 Crossovers 239 5.0% 213.36$ 50,993 Crossovers - 0.0% 213.36$ - Crossovers - 0.0% 213.36$ - Other Public Prog - 0.0% -$ - Other Public Prog - 0.0% -$ - Other Public Prog - 0.0% -$ - Other Public Prog - 0.0% -$ - Subtotal 8,004 91.9% 199.34$ 1,595,525 Subtotal 4,551 95.4% 192.12$ 874,337 Subtotal 460 91.5% 208.97$ 96,128 Subtotal 2,860 88.9% 213.36$ 610,210 Insurance 393 4.5% 172.39$ 67,750 Insurance 85 1.8% 200.93$ 17,079 Insurance 30 6.0% 76.23$ 2,287 Insurance 163 5.1% 200.93$ 32,752 Self Pay & Other 306 3.5% 127.55$ 39,031 Self Pay & Other 134 2.8% 87.95$ 11,786 Self Pay & Other 12 2.4% 186.65$ 2,240 Self Pay & Other 195 6.1% 89.72$ 17,495 AVERAGE AVERAGE AVERAGEAVERAGE TOTAL 8,703 100.0% 195.60$ 1,702,306 TOTAL 4,770 100.0% 189.35$ 903,203 TOTAL 502 100.0% 200.51$ 100,654 TOTAL 3,218 100.0% 205.24$ 660,456 Bayview Wellness Center-Medical (Satellite) Bayview Wellness Center-Behavioral Health (Satellite) Bayview Wellness Center - Substance Abuse (Satellite) Bayview Wellness Center-Dental (Satellite)Visits % Rate Revenue Visits % Rate Revenue Visits % Rate Revenue Visits % Rate RevenueMedi-Cal 2,670 66.0% 213.36$ 569,671 Medi-Cal 1,749 83.0% 213.36$ 373,167 Medi-Cal 55 87.0% 213.36$ 11,735 Medi-Cal 2,903 89.2% 213.36$ 619,384 Medicare 491 12.1% 147.61$ 72,475 Medicare 169 8.0% 113.08$ 19,110 Medicare - 0.0% 113.08$ - Medicare - 0.0% 135.65$ - Crossovers - 0.0% 213.36$ - Crossovers - 0.0% 213.36$ - Crossovers - 0.0% 213.36$ - Crossovers - 0.0% 213.36$ - Other Public Prog - 0.0% -$ - Other Public Prog - 0.0% -$ - Other Public Prog - 0.0% -$ - Other Public Prog - 0.0% -$ - Subtotal 3,161 78.1% 203.15$ 642,146 Subtotal 1,918 91.0% 204.52$ 392,277 Subtotal 55 87.0% 213.36$ 11,735 Subtotal 2,903 89.2% 213.36$ 619,384 Insurance 606 15.0% 81.58$ 49,439 Insurance 147 7.0% 199.56$ 29,335 Insurance - 0.0% 199.56$ - Insurance 160 4.9% 207.72$ 33,236 Self Pay & Other 279 6.9% 172.50$ 48,128 Self Pay & Other 42 2.0% 545.39$ 22,906 Self Pay & Other 8 13.0% 545.39$ 4,363 Self Pay & Other 190 5.8% 334.81$ 63,615 AVERAGE AVERAGE AVERAGEAVERAGE TOTAL 4,046 100.0% 182.83$ 739,713 TOTAL 2,107 100.0% 210.97$ 444,518 TOTAL 63 100.0% 255.52$ 16,098 TOTAL 3,253 100.0% 220.18$ 716,235 Birth Center (Satellite Non-FQHC) Suite 2 (Satelite) Mobile Van DentalBirthsVisits % Rate Revenue Visits % Rate Revenue Visits % Rate RevenueMedi-Cal 43 72.0% 266.84$ 11,474 Medi-Cal 333 79.0% 213.36$ 71,049 Medi-Cal 1,087 88.9% 213.36$ 231,922 Medicare - 0.0% -$ - Medicare 4 1.0% 199.65$ 799 Medicare - 0.0% -$ - Crossovers - 0.0% -$ - Crossovers - 0.0% 213.36$ - Crossovers - 0.0% -$ - Other Public Prog - 0.0% -$ - Other Public Prog - 0.0% -$ - Other Public Prog - 0.0% -$ - Subtotal 43 72.0% 266.84$ 11,474 Subtotal 337 80.0% 213.20$ 71,847 Subtotal 1,087 88.9% 213.36$ 231,922 Insurance 12 20.0% 1,200.00$ 14,400 Insurance 63 15.0% 97.76$ 6,159 Insurance 62 5.1% 200.93$ 12,458 Self Pay & Other 5 8.0% 1,200.00$ 6,000 Self Pay & Other 21 5.0% 84.18$ 1,768 Self Pay & Other 74 6.1% 89.72$ 6,639 AVERAGE AVERAGE AVERAGE TOTAL 60 100.0% 531.24$ 31,874 TOTAL 421 100.0% 189.49$ 79,774 TOTAL 1,223 100.0% 205.25$ 251,019 Center Point-Medical (Satellite) Center Point-Behavioral Health (Satellite) Center Point-Substance Abuse (Satellite) GRAND TOTALVisits % Rate Revenue Visits % Rate Revenue Visits % Rate Revenue Visits % Rate RevenueMedi-Cal 338 80.3% 213.36$ 72,116 Medi-Cal 496 77.0% 213.36$ 105,827 Medi-Cal - 100.0% 213.36$ - Medi-Cal 22,759 77.3% 213.46$ 4,858,160 Medicare 37 8.8% 135.65$ 5,019 Medicare 91 14.2% 79.85$ 7,266 Medicare - 0.0% 79.85$ - Medicare 2,995 10.2% 121.47$ 363,810 Crossovers - 0.0% 213.36$ - Crossovers - 0.0% 213.36$ - Crossovers - 0.0% 213.36$ - Crossovers 587 2.0% 213.36$ 125,242 Other Public Prog - 0.0% -$ - Other Public Prog - 0.0% -$ - Other Public Prog - 0.0% -$ - Other Public Prog - 0.0% -$ - Subtotal 375 89.1% 205.69$ 77,135 Subtotal 587 91.2% 192.66$ 113,093 Subtotal - 100.0% -$ - Subtotal 26,341 89.5% 203.00$ 5,347,213 Insurance 30 7.0% 52.30$ 1,569 Insurance 39 6.1% 124.25$ 4,846 Insurance - 0.0% 124.25$ - Insurance 1,790 6.1% 151.57$ 271,309 Self Pay & Other 17 3.9% 199.28$ 3,388 Self Pay & Other 17 2.7% 196.75$ 3,345 Self Pay & Other - 0.0% 196.75$ - Self Pay & Other 1,300 4.4% 177.46$ 230,703 AVERAGE AVERAGE AVERAGEAVERAGE TOTAL 422 100.0% 194.53$ 82,092 TOTAL 643 100.0% 188.62$ 121,283 TOTAL - 100.0% -$ - TOTAL 29,431 100.0% 198.74$ 5,849,224 REVENUE PROJECTIONMarin City Health and Wellness Center2018 - 2019 Fiscal Year Budget County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 1 of 7 2019/20 COMMUNITY DEVELOPMENT BLOCK GRANT AND HOME PROGRAM APPLICATION FOR FUNDING 1. Indicate type of project. If your project allows, you may apply under multiple categories. CDBG Public Services CDBG Public Facilities/Improvements CDBG Housing Construction/Acquisition HOME Housing Construction/Acquisition CDBG Housing Rehabilitation HOME Housing Rehabilitation 2. Organization (Fiscal Sponsor) General Information: ORGANIZATION/AGENCY NAME MAILING ADDRESS WEBSITE ORGANIZATION DUNS# EXECUTIVE DIRECTOR/CEO EMAIL ADDRESS PHONE 3. Project General Information: PROGRAM/PROJECT NAME PROGRAM/PROJECT SITE ADDRESS CDBG/HOME FUNDING AMOUNT REQUESTED $ APPLICATION CONTACT PERSON E-MAIL ADDRESS PHONE Fair Housing Advocates of Northern California 1314 Lincoln Avenue Suite A San Rafael, CA 94901 www.fairhousingnorcal.org 36-228-1065 Caroline Peattie peattie@fairhousingnorcal.org (415)483-7552 Fair Housing Counseling and Education 1314 Lincoln Avenue Suite A San Rafael, CA 94901 75,000 Caroline Peattie peattie@fairhousingnorcal.org (415)483-7552 County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 2 of 7 4.Planning Areas Served: Indicate what geographic area the requested funding will serve. Please indicate approximate % of services provided in each area. For Housing projects with current residents, please indicate where your project is located. Novato San Rafael County Other Total 100% 5.What prior years have you been funded by CDBG/HOME Year Funded Grant Amount Amount Expended 6.Organizational Overview: Provide a brief description of your organization including mission, programs, number of clients served, etc.: 27%38%35% FY2016-17 FY2017-18 FY2018-19 $52,500 $70,000 $60,000 $52,500 $70,000 $0* (contract has not yet been executed) See attached. County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 3 of 7 7. Project Description: Provide a detailed scope of work including services to be provided and/or development activities to be engaged. Describe how this project will benefit the community. 8. HUD National Objective to be served (check at least one): Activities benefiting low and moderate-income persons. (LMI) Activities benefiting low and moderate area. (LMA) Activities which aid in the prevention or elimination of slums or blight. 9. How will this project Affirmatively Further Fair Housing? Please see description of services listed under #6, above, all of which are offered in Marin County. As the only HUD-certified Housing Counseling Agency in the county, as well the only fair housing agency with a testing program in the county, Fair Housing Advocates of Marin (FHAM) provides free services to residents protected under federal and state fair housing laws. FHAM helps people address discrimination they have experienced, increasing housing access and opportunity through our advocacy as well as requiring housing providers to make changes in discriminatory policies. Historically, FHAM's fair housing services have been especially beneficial to Latinos, African-Americans, people with disabilities, immigrants, families with children, female-headed households (including victims of domestic violence and sexual harassment), and senior citizens; approximately 90% of our clients are low-income. FHAM's education services are also available to members of the housing, lending, and advertising industry. Providing industry professionals with information about their fair housing responsibilities is another means by which FHAM decreases incidences of discrimination and helps to protect the rights of members of protected classes. See attached. County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 4 of 7 10. Describe how this project will conduct affirmative marketing to members of the Protected Classes? 11. Approximately how many moderate, low, very low, and extremely low-income persons will directly benefit from the program/project? (Use the income level table found in the Application Guidelines document): Moderate-Income Low-Income Very Low-Income Extremely Low-Income 12. Estimate the demographics of the moderate, low, very low, and extremely low-income persons who will directly benefit from the program/project: Ethnic Category Total Persons Identifying as Hispanic American Indian or Alaskan Native % % Asian % % Black or African American % % Native Hawaiian or other Pacific Islander % % White % % American Indian and White % % Asian and White % % Black and White % % American Indian and Black % % Multi-Racial % % TOTAL 100% Female-Headed Households (out of above total) % % Our agency reaches those least likely to apply for services through the following: · Translating much of our literature into Spanish; · Continuing to advertise all programs/services in all areas of Marin, including the Canal, Novato and Marin City; · Maintaining a website with information translated into Spanish and Vietnamese; · Maintaining bilingual staff: currently we have 4 bilingual Spanish speakers who offer intake, counseling, education and outreach to monolingual Spanish speakers; in addition, we have a staff member who is bilingual in Chinese and another in Portuguese. · Maintaining a TTY/TDD line to assist in communication with clients who are deaf/hard of hearing · Offering translation services in other languages when needed; · Conducting outreach and fair housing and pre-purchase presentations in English and Spanish; · Collaborating with agencies providing services to all protected classes, providing fair housing education to staff and eliciting help to reach vulnerable populations - e.g. Legal Aid of Marin, the Asian Advocacy Project, Canal Alliance, ISOJI, MCIL, Sparkpoint, the District Attorney's Office, Office of Education, and the Marin Housing Authority. (See also section under #7 above.) 6% 32% 16% 62% .5 3 14 .5 74 1 2 1 0 4 55 .3 0 .3 0 4 21 0 .3 .3 0 18 County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 5 of 7 PROJECT MANAGEMENT & FINANCIAL DATA 13. If funded previously, list past project goals and accomplishments/activities using CDBG/HOME funds. 14. If your agency has remaining CDBG/HOME funds previously approved, please describe timeline for expending fund balance: 15. Describe your organizations experience with administering federal grant programs? For Housing and Capital (construction and renovation) projects, what experience do you have with complying with Davis-Bacon prevailing wage requirements? See attached. Funds from previous years were fully expended. For the current year, we are on track to expend grant funds before the end of the fiscal year 2018-19, though we have not been able to draw down funds because we just received our executed contract last week. FHAM has administered federal grant programs for decades, receiving funding directly from HUD annually, through the Fair Housing Initiatives Program since the 1990's and HUD's Comprehensive Housing Counseling Program since 2009. In addition, we have received funding from Marin County for decades, and more recently CDBG funds from other jurisdictions (Sonoma County, Santa Rosa, Fairfield, Vallejo). We are familiar with HUD requirements on all aspects of grant administration, from personnel matters to billing and financial record-keeping and reporting. FHAM does not employ construction workers; Davis-Bacon does not apply to FHAM's employees/contractors. County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 6 of 7 16.Describe who will supervise and manage the project and their past experience with project management. 17.For Housing and Capital (construction and renovation) projects, list any entitlements, approvals, or authorizations that are necessary for the project to proceed. 18.For HOME projects: Please describe how you will meet the 25% match requirement? 19. For HOME Projects are you a CHDO? FHAM's Executive Director, Caroline Peattie, with over 30 years fair housing experience and project management in Marin since 2002, provides overall grant supervision as well as ongoing work with and in the county to affirmatively further fair housing. Supervising Attorney, Casey Epp, with 6 years fair housing experience and project manager on CDBG grants, supervises the housing counseling team and conducts fair housing training for the housing industry with assistance from other staff. Bilingual Education Director, Adriana Ames, with 24 years fair housing experience and project manager on multiple grants, supervises education and outreach activities and organizes fair housing trainings and events and conducts pre-purchase counseling/education. N/A N/A N/A County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 7 of 7 20.For Housing and Capital (construction and renovation) projects, what is your project timeline? List program/project objectives and milestones, along with an estimated timetable for reaching them. (The general tasks for a construction project are provided below; please add tasks as needed) Task Date of Completion Define scope of work/finish design Complete planning & environmental review Release bid package Select contractor Finalize contract Obtain building permits Start construction Complete Construction 21.Please sign and date your application below: Signature/Title Date Required Attachments: A.Project Budget: Complete the project budget template provided and submit along with application. If you have a project budget that provides the information requested in the template, you may submit that in-lieu of the template. Please note: the project budget should reflect the total cost of the project NOT just the CDBG/HOME request. B.Organizational Budget: Upload your organization or fiscal sponsors annual budget. Applications may be submitted via email, mail, or in person to one of the addressed below. Email Address, only applications emailed to this address will be accepted: Federalgrants@marincounty.org Mailing Address/Physical Address (if dropping off application): County of Marin 3501 Civic Center Drive #308 San Rafael, CA 94903 Attn: Federal Grants Application submittal deadline is Friday, November 16, 2018 by 5 p.m. PST POSTMARKS WILL NOT BE ACCEPTED N/A N/A N/A N/A N/A N/A N/A N/A 11/13/18 Executive Director County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION 2019-20 Community Development Block Grant Public Service Application for Funding Fair Housing Advocates of Marin A division of Fair Housing Advocates of Northern California 1. Indicate type of project. If your project allows, you may apply under multiple categories. CDBG Public Services X CDBG Public Facilities/Improvements CDBG Housing Construction/Acquisition HOME Housing Construction/Acquisition CDBG Housing Rehabilitation HOME Housing Rehabilitation 2. Organization (Fiscal Sponsor) General Information: ORGANIZATION/AGENCY NAME Fair Housing Advocates of Northern California MAILING ADDRESS 1314 Lincoln Avenue Suite A San Rafael, CA 94901 WEBSITE www.fairhousingnorcal.org ORGANIZATION DUNS# 36-228-1065 EXECUTIVE Caroline Peattie EMAIL ADDRESS peattie@fairhousingnorcal.org PHONE (415)483-7552 3. Project General Information: PROGRAM/PROJECT NAME Fair Housing Counseling and Education PROGRAM/PROJECT SITE ADDRESS 1314 Lincoln Avenue Suite A San Rafael, CA 94901 CDBG/HOME FUNDING AMOUNT $ 75,000 APPLICATION CONTACT PERSON Caroline Peattie E-MAIL ADDRESS peattie@fairhousingnorcal.org PHONE (415) 483-7552 County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION 4. Planning Areas Served: Indicate what geographic area the requested funding will serve. Please indicate approximate % of services provided in each area. For Housing projects with current residents, please indicate where your project is located. Novato San Rafael County Other Total 27% 38% 35% 100% 5. What prior years have you been funded by CDBG/HOME Year Funded FY2016-17 FY2017-18 FY2018-19 Grant Amount $52,500 $70,000 $60,000 Amount Expended $52,500 $70,000 $0* (contract has not yet been executed) 6. Organizational Overview: Provide a brief description of your organization including mission, programs, number of clients served, etc.: The mission of Fair Housing Advocates of Marin (a division of Fair Housing Advocates of Northern California) is "to ensure equal housing opportunity and to educate our communities on the value of diversity in our neighborhoods.” FHAM provides the following services: (1) housing counseling for individual tenants and homeowners; mediations and case investigation; (3) referral of and representation in complaints to state and federal enforcement agencies; (4) intervention for people with disabilities requesting reasonable accommodations and modifications; (5) fair housing training seminars for housing providers, community organizations, and interested individuals; (6) systemic discrimination investigations; (7) monitoring Craigslist for discriminatory advertising; (8) education and outreach activities to members of protected classes on fair housing laws; (9) foreclosure prevention and prepurchase counseling/education for people in protected classes who may be victims of predatory lending; (10) Affirmatively Furthering Fair Housing (AFFH) training and activities to promote fair housing for local jurisdictions and county programs. In 2017-18, the organization served 1,359 clients (tenants, homeowners, social service providers, and advocates); provided counseling on 469 fair housing cases, intervened for 67 reasonable accommodations granted of 78 requested for people with disabilities; funded 17 reasonable modification requests to improve accessibility for people with disabilities; investigated 71 rental properties for discriminatory practices, filed 13 administrative fair housing complaints and 2 lawsuits; garnered $38,125 in settlements for clients and the agency; counseled 101 distressed homeowners and assisted homeowners in acquiring $833,829 through Keep Your Home California programs to prevent foreclosure; educated 264 prospective homebuyers; trained 144 housing providers on fair housing law and practice; reached 418 tenants and staff from service agencies through fair housing presentations and 166 community members through fair housing conferences; distributed 4,739 pieces of literature; had 104 children participate in our annual Fair Housing Poster Contest from 10 local schools and 16 students participate in our first Fair Housing Poetry Contest from 11 local schools; and offered Storytelling shows about diversity and acceptance to 2,630 children attending 16 Storytelling shows. FHAM provides free services to its clients in all its service areas (Marin County, Sonoma County, Santa Rosa, Fairfield, and Vallejo). County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION 7. Project Description: Provide a detailed scope of work including services to be provided and/or development activities to be engaged. Describe how this project will benefit the community. Please see description of services listed under #6, above, all of which are offered in Marin County. As the only HUD-certified Housing Counseling Agency in the county, as well the only fair housing agency with a testing program in the county, Fair Housing Advocates of Marin (FHAM) provides free services to residents protected under federal and state fair housing laws. FHAM helps people address discrimination they have experienced, increasing housing access and opportunity through our advocacy as well as requiring housing providers to make changes in discriminatory policies. Historically, FHAM’s fair housing services have been especially beneficial to Latinos, African-Americans, people with disabilities, immigrants, families with children, female-headed households (including victims of domestic violence and sexual harassment), and senior citizens; approximately 90% of our clients are low-income. FHAM’s education services are also available to members of the housing, lending, and advertising industry. Providing industry professionals with information about their fair housing responsibilities is another means by which FHAM decreases incidences of discrimination and helps to protect the rights of members of protected classes. 8. HUD National Objective to be served (check at least one): X Activities benefiting low and moderate-income persons. (LMI) X Activities benefiting low and moderate area. (LMA) Activities which aid in the prevention or elimination of slums or blight. 9. How will this project affirmatively further fair housing? FHAM is committed to affirmatively furthering fair housing and implementing an AFFH plan that works to address and overcome the impediments to fair housing choice that exist in Marin County. Through its proposed project, FHAM will address its obligation to affirmatively further fair housing by operating a full-service fair housing center experienced in fair housing counseling, investigation and enforcement activities, loan modification and mortgage rescue intervention, and fair housing and fair lending education and outreach. In addition, FHAM has much to offer the county with regard to expertise in matters relating to Marin County’s Voluntary Compliance Agreement and HUD’s existing national mandate that jurisdictions receiving federal funds must Affirmatively Further Fair Housing (AFFH). FHAM can assist policymakers to better understand their obligations under the new community redevelopment initiative aimed at promoting diverse, inclusive communities and overcoming the negative effects of segregation which began with a regulation issued by the Department of Housing and Urban Development (“HUD”) in July 2015 but which may be re-issued under the current administration. FHAM can offer guidance to municipalities and affordable housing providers as policies change; FHAM’s Executive Director is part of a national AFFH Working Group. AFFH has historically been the focus of much of FHAM’s work; FHAM has presented an annual AFFH conference since 2015 to bring together advocates, policymakers, and community members to address how the county can address AFFH, including the nexus between fair housing, affordable housing, health, education, transportation, and employment. FHAM can offer information on the status of AFFH implementation and offer up-to-date guidance on the requirement of the Assessment of Fair Housing, or Analysis of Impediments, whichever is required of County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION HUD in the coming years. The Executive Director is continuing to serve on the county’s Assessment of Fair Housing Steering Committee during the coming year. Virtually all of the agency’s clients are among the protected classes, as that is an eligibility requirement to receive fair housing counseling services. Each individual seeking our services goes through intake to determine if they are members of a protected class and whether they have a fair housing issue; their case is assessed for the best approach based on the client’s desired outcome, whether the alleged fair housing violation can be corroborated through testing and other factors. Counselors advise clients of their options for seeking redress, which may include investigations and intervention/mediation, administrative complaints, or lawsuits. Therefore, members of protected classes are informed of their rights under federal, state, and local fair housing law, and agency staff attorneys and housing counselors represent protected class clients as needed throughout mediations, intervention, and/or the administrative complaint process or lawsuits. In some cases, FHAM files an administrative complaint or lawsuit in order to change discriminatory policies of housing providers and effect change for protected classes. In addition, FHAM provides fair housing education to housing providers so they will understand their obligation to follow fair housing law and treat members of protected classes fairly; service providers for better referrals; and the community so that members of protected classes can better assert their fair housing rights and help disseminate this information to others. (Please also see “ADDENDUM: AFFH Detail,” below.) 10. Describe how this project will conduct affirmative marketing to members of the Protected Classes? Our agency reaches those least likely to apply for services through the following: · Translating much of our literature into Spanish; · Continuing to advertise all programs/services in all areas of Marin, including the Canal, Novato and Marin City; · Maintaining a website with information translated into Spanish and Vietnamese; · Maintaining bilingual staff: currently we have 4 bilingual Spanish speakers who offer intake, counseling, education and outreach to monolingual Spanish speakers; in addition, we have a staff member who is bilingual in Chinese and another in Portuguese. · Maintaining a TTY/TDD line to assist in communication with clients who are deaf/hard of hearing · Offering translation services in other languages when needed; · Conducting outreach and fair housing and pre-purchase presentations in English and Spanish; · Collaborating with agencies providing services to all protected classes, providing fair housing education to staff and eliciting help to reach vulnerable populations – e.g. Legal Aid of Marin, the Asian Advocacy Project, Canal Alliance, ISOJI, MCIL, Sparkpoint, the District Attorney’s Office, Office of Education, and the Marin Housing Authority. (See also section under #7 above.) 11. Approximately how many moderate, low, very low, and extremely low-income persons will directly benefit from the program/project? (Use the income level table found in the Application Guidelines document): Moderate-Income 6% Low-Income 32% Very Low-Income 16% Extremely Low-Income 62% County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION 12. Estimate the demographics of the moderate, low, very low, and extremely low-income persons who will directly benefit from the program/project: Ethnic Category Total Persons Identifying as Hispanic American Indian or Alaskan Native .5% .3% Asian 3% 0% Black or African American 14% .3% Native Hawaiian or other Pacific Islander .5% 0% White 74% 21% American Indian and White 1% 0% Asian and White 2% .3% Black and White 1% .3% American Indian and Black 0% 0% Multi-Racial 4% 4% TOTAL 100% Female-Headed Households (out of 55% 18% PROJECT MANAGEMENT & FINANCIAL DATA 13. If funded previously, list past project goals and accomplishments/activities using CDBG/HOME funds. During FY2017-18, FHANC counseled 453 tenants and homeowners in Marin County, screening clients for fair housing issues and providing appropriate referrals for clients who did not allege discrimination or have a disability-related need in their housing or were out of FHANC’s service area. Of the households counseled, 251 alleged discrimination and were referred to an attorney or bilingual housing counselor for further assistance (e.g. receiving information on fair housing laws, interventions with housing providers requesting relief from discriminatory behavior, making 42 reasonable accommodation requests on behalf of disabled tenants, 8 referrals to HUD/DFEH and representation in administrative complaints). Though the complaints FHANC received were on every federal and protected basis, the fair housing administrative complaints filed with the Dept. of HUD or the California Department of Fair Housing and Equal Opportunity alleged discrimination on the basis of disability, race, national origin, gender, and familial status. FHANC also conducted systemic race discrimination investigations as well as complaint-based testing, with testing for race, national origin, disability, gender, and familial status discrimination. FHANC monitored Craigslist for discriminatory advertising, with the additional recently added protection for individuals using housing subsidies in unincorporated parts of Marin. FHANC notified 77 housing providers in Marin during the year regarding discriminatory language in their advertisements. County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION FHANC engaged in education and outreach efforts to reach individuals most likely to be victims of discrimination and least likely to contact FHANC, through fair housing training to housing providers (including MHA) coordinating with service providers, placing fair housing ads, and distributing literature. FHANC also conducted pre-purchase education events in Spanish and in English in collaboration with Marin Housing Authority to promote homeownership to low-income residents, covering topics such as preparing to buy a home, taking steps to homeownership, obtaining a loan, affordable housing programs, and predatory lending. FHANC hosted the 2018 School Education Programs that included the Storyteller program (“The Colors of Diversity”), the Fair Housing Poster Contest, and a new program, the Poetry Contest, to celebrate diversity and promote respect in our schools and neighborhoods. FHANC staff have undertaken advocacy and numerous activities to AFFH such as participating on the County’s AFH Steering Committee, supporting the passage of anti-discrimination ordinances for tenants with housing subsidies in Novato and Fairfax and a Just Cause Eviction ordinance in the county (through letter-writing, presentations, social media, and public comment). Additionally, FHANC produced and hosted an all-day Fair Housing Conference during Fair Housing Month to commemorate the passage of the Fair Housing Act 50 years ago: “Past Accomplishments, Future Challenges.” 14. If your agency has remaining CDBG/HOME funds previously approved, please describe timeline for expending fund balance: Funds from previous years were fully expended. For the current year, we are on track to expend grant funds before the end of the fiscal year 2018-19, though we have not been able to draw down funds because we just received our executed contract last week. 15. Describe your organizations experience with administering federal grant programs? For Housing and Capital (construction and renovation) projects, what experience do you have with complying with Davis-Bacon prevailing wage requirements? FHAM has administered federal grant programs for decades, receiving funding directly from HUD annually, through the Fair Housing Initiatives Program since the 1990's and HUD's Comprehensive Housing Counseling Program since 2009. In addition, we have received funding from Marin County for decades, and more recently CDBG funds from other jurisdictions (Sonoma County, Santa Rosa, Fairfield, Vallejo). We are familiar with HUD requirements on all aspects of grant administration, from personnel matters to billing and financial record-keeping and reporting. FHAM does not employ construction workers; Davis-Bacon does not apply to FHAM’s employees/contractors. 16. Describe who will supervise and manage the project and their past experience with project management. FHAM’s Executive Director, Caroline Peattie, with over 30 years fair housing experience and project management in Marin since 2002, provides overall grant supervision as well as ongoing work with and in the county to affirmatively further fair housing. Supervising Attorney, Casey Epp, with 6 years fair housing experience and project manager on CDBG grants, supervises the housing counseling team and conducts fair housing training for the housing industry with assistance from other staff. Bilingual Education Director, Adriana Ames, with 24 years fair housing experience and project manager on multiple grants, supervises education and County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION outreach activities and organizes fair housing trainings and events and conducts pre-purchase counseling/education. 17) For Housing and Capital (construction and renovation) projects, list any entitlements, approvals, or authorizations that are necessary for the project to proceed. N/A 18) For HOME projects: Please describe how you will meet the 25% match requirement? N/A 19) For HOME Projects are you a CHDO? N/A 20) For Housing and Capital (construction and renovation) projects, what is your project timeline? List program/project objectives and milestones, along with an estimated timetable for reaching them. N/A 21) Please sign and date your application below: 11/13/18 ______________________________________ ______________ Caroline Peattie, Executive Director Date County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION ADDENDUM: AFFH Detail QUESTION #9: Furthering Marin’s Fair Housing Goals: AFFH Detail FHAM conducted the 2010 Analysis of Impediments to Fair Housing Choice for Marin County. With this project, FHAM plans to address impediments to housing choice by engaging in the following activities: • FHAM will maintain an accessible office where residents can come to obtain fair housing and equal opportunity materials and participate in fair housing educational activities, as well as report and file complaints of suspected or perceived housing discrimination. • FHAM will maintain its website and ensure that it details the advocacy, programs, counseling and complaint intake services offered to residents by FHAM. • FHAM will utilize its Spanish language materials in the provision of all fair housing education/outreach services within the county, and offer interpretative services to non-English speaking individuals who contact FHAM seeking assistance. • FHAM will advertise, promote, and solicit responses from participants regarding the need for ASL and foreign language interpretation services in the provision of all fair housing education/outreach and enforcement services, and make ASL and foreign language interpretation services available at all events where prospective participants indicate a need for the interpretation services at least five days in advance of the event. • FHAM will continue to implement its fair housing education and outreach program. • FHAM will serve as an advocate and educational resource to local elected officials and municipal staff at all levels about the obligations of recipients of federal funds to affirmatively further fair housing. • FHAM will make its staff available for guest speaker appearances on radio/television talk and feature programs, at conferences and workshops, when requested, and will disseminate fair housing literature through various methods as appropriate. • FHAM will continue to monitor online housing advertisements and provide education and advocacy that discourages discriminatory advertising and statements practices in all forms. • FHAM will counsel complainants who have encountered illegal discrimination of options available and provide assistance to complainants in filing administrative complaints as well as lawsuits, as appropriate. • FHAM will maintain its testing program in the County, doing testing upon complaint and in audits for housing discrimination. FHAM will be an organizational complainant and initiate administrative complaints and/or lawsuits as appropriate, based upon testing evidence obtained. • FHAM will be a proactive advocate for the effective enforcement and utilization of the federal Fair Housing Amendments Act, the California Fair Employment and Housing Act, and HUD Guidelines and Recommendations that exist to discourage and eliminate housing discrimination based on any protected class. • FHAM will counsel homeowners and loan applicants who may have experienced lending discrimination in violation of the Fair Housing Amendments Act, and provide foreclosure prevention intervention services to residents at risk of foreclosure or who are facing the loss of their primary residence due to imminent foreclosure when appropriate, as resources allow. County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION • FHAM will provide pre-purchase counseling/education to homebuyers so they can better identify fair lending violations and avoid predatory loans, as resources allow. The above activities will help to overcome impediments to fair housing choice by protecting people in protected classes from discrimination in the housing market, increasing housing stability by fair housing advocacy and education for people from protected classes, and expanding housing options available to families by helping to ensure open, diverse, and equitable communities through continued outreach and enforcement. Date:  Prepared 11/14/18  Foundations:                                  ‐     Government:                                 ‐     HUD/Fair Housing Initiatives Program ‐  Enforcement                           75,000                         75,000   Corporations:                                 ‐                                    ‐     Individual Contributions:  (list total):                                  ‐     Earned Income:                                 ‐                                    ‐     Other (specify):                                 ‐                                    ‐           Subtotal, Committed Income                                        ‐                             75,000                            ‐                           75,000  Other (specify):                                ‐     Federal Grants Request                                 ‐     Marin County CDBG                                75,000                         75,000   Other Foundations:                                 ‐     Marin Community Foundation                           50,000                         50,000   Wells Fargo Foundation                           10,000                         10,000   Government:                                 ‐     HUD/Fair Housing Initiatives Program ‐     Education                           31,250                         31,250   HUD/Fair Housing Initiatives Program ‐  Enforcement                           25,000                         25,000   Corporations:                                 ‐                                    ‐     Individual Contributions:                                 ‐           Subtotal,Uncommitted Income                               75,000                         116,250                            ‐                         191,250   Other                                 ‐     Earned Income:                                 ‐                                    ‐           Subtotal, Earned Income                                   ‐                                    ‐     Grand Total Income                               75,000                         191,250                            ‐                        266,250   EXPENSES    Federal Grants  Request   Other Funding  Sources   In Kind  Total Proposed  Project Expenses   Executive Director (% FTE: _.15__)                                14,250                           36,340                         50,590   Investigations Coordinator/Staff Attorney  (% FTE: _.10__)                                  6,120                           15,605                         21,725   Intake Coordinator  (% FTE: _.12___)                                  5,770                           14,715                         20,485   Education Director  (% FTE: _.06___)                                  4,690                           11,960                         16,650  Project Budget Template Federal Grants  Request Other Funding  Sources In Kind Organization Name:  Fair Housing Advocates of Northern California Project Title:  Fair Housing Counseling & Education Total Proposed  Project Income Grant Period:  7/1/19 ‐ 6/30/20   INCOME: Committed  Uncommitted   Personnel Expenses   Staff Attorney  (% FTE: _.07___)                                  4,050                           10,330                         14,380   Staff Attorney (% FTE: _.07___)                                  4,020                           10,250                         14,270   Investigations Coordinator/Bilingual Housing  Counselor  (% FTE: _.07___)                                  2,630                              6,705                           9,335   Supervising Attorney  (% FTE: _.02___)                                  1,270                              3,235                           4,505   Benefits (@ %: __.23____)                                  9,844                           25,102                         34,946         Subtotal Salaries and Benefits                               52,644                         134,242                            ‐                         186,886   Professional Fees (Bookkeeper/I.T. Support)                                  1,600                              4,080                           5,680                                  ‐           Subtotal Contracted Services                                 1,600                              4,080                            ‐                             5,680   Occupancy (Rent, Utilities, Maintenance)                                  5,100                           13,010                         18,110   Equipment (Telephone / Copier)                                     650                              1,650                           2,300   Marketing / Advertising                                     450                              1,150                           1,600   Travel                                     174                                 443                               617         Subtotal, Direct Project Related Expenses                                 6,374                           16,253                            ‐                           22,627   ICR = 27.32%                               14,382                           36,675                        51,057                                  ‐     Grand Total All Expenses                               75,000                         191,250                            ‐                        266,250   Indirect Expense (specify % in column A below)   Fiscal Sponsorship Fee (specify % in column A below)   Contracted Services   Direct Project Related Expenses  Fair Housing Advocates of Northern California Budget 7-1-18 to 6-30-19 Income PFI Revenue #REF! HUD PEI #REF! HUD EOI #REF! HUD Housing Counseling #REF! Marin Co-Dispute Res #REF! Marin Co-CDBG #REF! Other Marin Co-Judy Arnold #REF! KYHC #REF! Fairfield #REF! Santa Rosa #REF! Contract Revenue-HAP #REF! Contract Revenue-CAG/LAM #REF! Contract Revenue-Sonoma #REF! Contract Revenue-Vallejo #REF! Corp Grants-Union Bank #REF! Corp Grants-Bank of the West #REF! Corp Grants-Marin Comm Found #REF! Corp Grants-Wells Fargo #REF! Settlement income #REF! Seminar income #REF! Individ. Contributions #REF! Board Contributions #REF! Special Event - Sponsorships #REF! Interest/Dividend Income #REF! #REF! Total Income:#REF! Expenses Advertising #REF! Accounting Services #REF! Bookkeeping #REF! Computer Services #REF! Postage Machine Lease #REF! Copier Machine Lease #REF! Equip Purch/Maint #REF! Indep. contractor #REF! Insurance #REF! Interpreters #REF! Merchant fees #REF! Misc: Board Meetings #REF! Misc: Food and Cards #REF! Misc: Other #REF! Postage #REF! Postering #REF! Printing/Photocopies #REF! Program subcontractors #REF! Property maint/janitorial #REF! Rent #REF! Seminars #REF! Special Event #REF! Staff develop; licenses/fees #REF! Supplies #REF! Telephone/Internet #REF! Tester Training #REF! Tester Practice Tests #REF! Tester Wages #REF! Tester P/R Tax #REF! Tester Background Cks #REF! Tester Travel and Reimb #REF! Travel #REF! Utilities #REF! HUD Spons Training #REF! Payroll Taxes #REF! Benefits #REF! Wages #REF! Total Expense #REF! Total Net Income/(Loss):#REF! Date: 11/14/2018 Foundations: Marin Community Foundation 5000 (Add rows) Government: Marin DA Contract -OJP 28,275 Corporations: (Add rows) Individual Contributions:  (list total): Earned Income: (Add rows) Other (specify): Volunteer Attorneys 75 hours @ $100 Subtotal, Committed Income 33275 0 Other (specify): Federal Grants Request 12,500 Other Foundations: (Add rows to list other  Foundations) Government: (Add rows to list other  Government agencies) Corporations: (Add rows to list other  corporations) Individual Contributions:2000 Subtotal,Uncommitted  Income 2000 0 Other Earned Income: Attorney Fee Awards 2500 INCOME: Committed Uncommitted Project Budget Template Federal Grants  Request Other Funding  Sources In Kind Organization Name: Family & Children's Law Center Project Title: Domestic Violence Services for Low Income Families  (Add rows) Subtotal, Earned Income 2500 Grand Total Income 12500 37775 0 EXPENSES  (Add rows to list  other expenses) Federal Grants  Request Other Funding  Sources In Kind Executive Director 1.0%FTE 7500 Administrative Director 1.0%FTE 2000 Senior Attorney 1.0%FTE 7,650 2000 Bilingual Attorney 0.50% FTE 2,600 2500 DOJ rep/Legal Assistant 1.0% FTE 2,000 2500 Receptionist 1.0% FTE 1500 Payroll Taxes 2,945 Benefits (@ %: ______) Subtotal Salaries and  Benefits 12,250 20945 0 Professional Fees Project Consultant (Add rows to list other   contracted expenses) Subtotal Contracted Services 000 Accounting 950 Bank Charges 510 Conferences/MCLE 400 Dues/Subscriptions 1200 Fundraising 800 Insurance 150 1500 Miscellaneous 60 Office Equipment 600 Postage 560 Printing/copying 100 1000 Rent 7,500 phone/Internet 550 Supplies 1200 Subtotal, Direct Project  Related Expenses 250 16830 0 Indirect Expense (specify % in column A below) Fiscal Sponsorship Fee (specify % in column A below) Personnel Expenses Contracted Services Direct Project Related Expenses Grand Total All Expenses 12,500 22145 0 Family Children's Law Center Agency Budget 2019 INCOME EXPENSES Government Personnel Expenses Marin DA Contract -OJP $28,275 Executive Director 1.0%FTE $97,439 CDBG $10,000 Administrative Director 1.0%FTE $55,968 Marin County $20,000 Senior Attorney 1.0%FTE $76,587 Earned Income - Fees for Service Bilingual Attorney 0.50% FTE $36,400 Client fees – Immigration $165,000 DOJ rep/Legal Assistant 1.0% FTE $42,900 Client Fees immigration $30,000 Receptionist 1.0% FTE $39,000 Attorney fee Awards $10,000 Payroll Taxes $27,600 Grants - Foundation Fringe Benefits @ 18%$69,000 MCF $100,000 Grant Writer $75/hr $2,500 MCF Immigration $16,250 Accounting $9,500 ACFLS $10,000 Bank Charges $5,100 Van Loben Sels $15,000 Conferences/MCLE $300 New Americans Campaign-Marin $16,000 Dues/Subscriptions $7,570 Get Ready Bay Area $1,500 Fundraising $8,000 AAML $1,500 Insurance $7,500 Maisin $15,000 Office Equipment $4,800 other new grants $57,350 Postage $5,600 Wells Fargo $5,000 Printing/copying $4,900 Private Support Rent $64,068 Individual Contributions $40,000 phone/Internet $4,800 Private Support - Events $40,000 Supplies $9,400 TOTAL INCOME $580,875 TOTAL EXPENSES $578,932 Legal Aid of MarinDRAFT 2019 Budget Approved 9/27/2018 by LAM Finance Committee2018 Budget2018Status2019 Budget (DRAFT)2019StatusIncrease /(Decrease)NotesUnrestricted IncomeIndividual contributions $ 125,000 Pending $ 140,000 Pending $ 15,000 Board target for fall appeal, to be kicked off with open houseClient/Other Donations 15,000 Pending 15,000 - Division of Aging 25,000 Committed 25,000 Committed - Attorney Fees/Referral Fees 25,000 Committed 25,000 Pending - As of August 2018, $38,050 was raised in attorney and referral feesCy Pres 0 - - Windfall if received (and will direct to reserve). Nothing expected.Events 120,000 Committed 140,000 Pending 20,000 $112,100 gross for Jam; $10,000 gross for Pro Bono Luncheon Misc. Income 0 - - Zeroed out as no there's no other known sourceSubtotal Unrestricted Income $ 310,000 $ 345,000 $ 35,000 Grant & Contract IncomeState Bar of CA: IOLTA $ 22,810 Committed $ 43,610 Committed $ 20,800 State Bar of CA: EAF 37,690 Committed 36,400 Committed (1,290)State Bar: Comm Stabilization 71,437 Committed 71,437 Committed - 3-year grant ends 2019 State Bar: Parnership Grant 80,000 Committed 80,000 MCF - Op. Support 260,000 Committed 200,000 Pending (60,000)MCF - Marin Pro Bono Network 0 110,000 Pending 110,000 MCF - Strategic planning/Capacity 0 25,000 Pending 25,000 Bank of Marin 5,000 Pending 5,000 - Lockhart Bequest 0 10,000 10,000 10,000 remains in fund George Lucas Family Fund 0 5,000 5,000 To explore for 2019 Maisin Foundation 15,000 Committed - (15,000) Awarded 9/2018 for 2018-2019 Bigglesworth Family Foundation 0 15,000 15,000 To explore for 2019. Previously funded us. San Francisco Foundation 0 15,000 15,000 To explore for 2019. In discussion. Peter E. Haas Jr. Family Fund 35,000 Committed 35,000 Pending - Peter E. Haas Jr. Family Fund Matching 21,000 Committed (21,000) Match for new donors from 2017 fall campaign Van Loben Sels 25,000 Committed 25,000 Committed - Sept 2018-Aug 2019 grant period SVB Foundation 5,000 Committed 10,000 Pending 5,000 VW Lackey Fund 5,000 Committed 5,000 - $15K 3- year donation from MCF donor advised fund CA Community Foundation 11,591 Committed - (11,591) Balance of funds to be expended through 10/2018 County of Marin 100,000 Pending 30,000 Pending (70,000) Presented 8/2018 First 5 Marin25,000 Pending 25,000 Pending - Estimate. Discussed 9/2018. First 5 does not accept proposals California Office of Emerg. Svcs* 200,000 Pending 200,000 Proposal in development, due 10/17/2018. Additional applications TBD 200,000 Pending 200,000 Grant writer has been retained Subtotal Grant & Contract Income $ 639,528 $ 1,146,447 $ 506,919 Less Discount for Uncertainty(25% on Pending Items) $ - $ (292,500)25% discount on funds that are not committedTotal Income $ 949,528 $ 1,198,947 $ 541,919 ExpensesSalaries, Taxes and Benefits $ 705,232 $ 864,111 $ 158,879 If CalOES is granted, budget $864,111 (two legal staff). If CalOES is not granted, figure is $719,781.Audit fees 17,000 19,000 2,000 Lisa Doran CPA, audit and 990 preparation Consultant (includes accountant) 28,400 47,000 18,600 2019: $1000/month for accounting, 10,000 for development consultants, 25,000 for strategic planning consultant. 2018: $700 a month for accounting, development consultant for Jam. Includes contract grant-writing and direct solicitation support. Litigation costs are here; will separate out in 2019.Litigation costs 5,000 5,000 Recommend a separate line item for litigation expenseRent 115,372 73,000 (42,372)Supplies 5,000 5,000 - Telephone 8,500 8,500 - Revised figure based on actual to date. Postage and delivery 5,000 5,000 - Jam, Annual Report, Fall Appeal - last year $3000; YTD on track for $3000)Printing and copying 8,500 8,500 - Pro Bono booklet - $1,166; JAM - $3,300; Fall Appeal - $3,000; Business cards - $500; LAM and MCC brochures - $1,000; Stationary - $1,000 Equipment Rent/Maintenance 13,000 30,000 17,000 Copier lease $6,360 a yr.; toner and maintenance $2,212 a yr.; computer upgrades $5,000; office equip. $2,000; Pitney Bose $350 a yr. IT maintenance 1300/mo. in 2019 (previously was in rent)Advertising/Marketing/Web 10,000 10,000 - Web maintenance-$2,500; $6,000 Software upgrades. Includes Office 365 (70/mo)Local travel 5,000 8,000 3,000 Meetings 4,000 5,000 1,000 Staff/board retreat; intern eventsConferences/prof. dev. 5,000 8,000 3,000 Trainings for staff Books & publications 6,000 6,000 - Payroll Processing 4,000 5,000 1,000 Insurance 9,200 10,000 800 NLADA - Lawyers Prof. Liab.; Management Liab & Omis.; and Employment Prac. Liab. $5,935; General Liability Ins. $2,587; Bond $617; Copier Ins. $25Bank Charges 4,000 5,000 1,000 Includes credit card chargesOnline Credit Card Fees - - Included in Bank ChargesInterest Expense/On-line Fees - - Included in Bank ChargesMembership & Fees 7,000 7,000 - CA Bar dues, DL, LJ, CV - $380ea.=$1,140; Marin Bar dues - $95x4=$380; NLADA $1,850; LAAC $1,000; Found. Center $399; Filing Fees $50; Greater Giving $800; Tenants Together $100; CA Employ. Lawyers $300; $500 Chamber of CommerceTaxes and Other Expenses 7,500 7,500 - Based on YTD and last year's expenses in this categoryEvent Expenses 45,000 45,000 - Jam, Pro Bono luncheon, Open House ($5000)Contingency 50,000 15,000 (35,000)Projected moving expense of $40KTotal Expenses $ 1,062,704 $ 1,196,611 $ 133,907 Surplus/(Deficit) $ (113,176) $ 2,336 $ 115,512 Surplus to replenish reserve Ratio of personnel to total expenses(Target = 70%)66% 72% Date: November 16, 2018 Foundations: (Add rows) Government: State Bar of California 71437 (Add rows) Corporations: (Add rows) Individual Contributions: (list total): Earned Income: (Add rows) Other (specify): (Add rows) Subtotal, Committed Income 71437 0 Other (specify): Federal Grants Request 30000 Other Foundations: Marin Community Foundation 100000 (Add rows to list other Foundations) Government: (Add rows to list other Government agencies) Corporations: (Add rows to list other corporations) Individual Contributions :19068 55000 Subtotal,Uncommitted Income 119068 55000 Other Earned Income: (Add rows) Subtotal, Earned Income 0 Grand Total Income 30000 190505 55000 EXPENSES (Add rows to list other expenses) Federal Grants Request Other Funding Sources In Kind Executive Director (% FTE: 5%) 5000 13750 Program Director (Managing Attorney) (% FTE: 10%) 5000 28094 Staff Attorneys (% FTE: 25%) 10000 25750 Receptionist (% FTE: 10%) 1000 7000 Pro Bono Attorneys (140 hours 9% FTE) 55000 Salary Subtotal 21000 74594 Benefits (@ %: 23%) 4830 17157 Subtotal Salaries and Benefits 25830 166345 55000 Professional Fees - Accounting & Audit 1568 8232 Project Consultant (Add rows to list other contracted expenses) Subtotal Contracted Services 1568 8232 0 Rent 1428 8772 Utilities 166 1024 Supplies 100 600 Equipment 392 2408 Travel 160 960 Professional Development 160 960 Marketing 196 1204 (Add rows to list other direct project expenses) 0 Subtotal, Direct Project Related Expenses 2602 15928 0 Grand Total All Expenses 30000 190505 55000 Project Budget Template Federal Grants Request Other Funding Sources In Kind Organization Name: Legal Aid of Marin Project Title: Protecting Marin Tenants INCOME: Indirect Expense (specify % in column A below) Fiscal Sponsorship Fee (specify % in column A below) Personnel Expenses Contracted Services Direct Project Related Expenses Committed Uncommitted County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 1 of 7 2019/20 COMMUNITY DEVELOPMENT BLOCK GRANT AND HOME PROGRAM APPLICATION FOR FUNDING 1. Indicate type of project. If your project allows, you may apply under multiple categories. CDBG Public Services CDBG Public Facilities/Improvements CDBG Housing Construction/Acquisition HOME Housing Construction/Acquisition CDBG Housing Rehabilitation HOME Housing Rehabilitation 2. Organization (Fiscal Sponsor) General Information: ORGANIZATION/AGENCY NAME MAILING ADDRESS WEBSITE ORGANIZATION DUNS# EXECUTIVE DIRECTOR/CEO EMAIL ADDRESS PHONE 3. Project General Information: PROGRAM/PROJECT NAME PROGRAM/PROJECT SITE ADDRESS CDBG/HOME FUNDING AMOUNT REQUESTED $ APPLICATION CONTACT PERSON E-MAIL ADDRESS PHONE County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 2 of 7 4. Planning Areas Served: Indicate what geographic area the requested funding will serve. Please indicate approximate % of services provided in each area. For Housing projects with current residents, please indicate where your project is located. Novato San Rafael County Other Total 100% 5. What prior years have you been funded by CDBG/HOME Year Funded Grant Amount Amount Expended 6. Organizational Overview: Provide a brief description of your organization including mission, programs, number of clients served, etc.: County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 3 of 7 7. Project Description: Provide a detailed scope of work including services to be provided and/or development activities to be engaged. Describe how this project will benefit the community. 8. HUD National Objective to be served (check at least one): Activities benefiting low and moderate-income persons. (LMI) Activities benefiting low and moderate area. (LMA) Activities which aid in the prevention or elimination of slums or blight. 9. How will this project Affirmatively Further Fair Housing? County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 4 of 7 10. Describe how this project will conduct affirmative marketing to members of the Protected Classes? 11. Approximately how many moderate, low, very low, and extremely low-income persons will directly benefit from the program/project? (Use the income level table found in the Application Guidelines document): Moderate-Income Low-Income Very Low-Income Extremely Low-Income 12. Estimate the demographics of the moderate, low, very low, and extremely low-income persons who will directly benefit from the program/project: Ethnic Category Total Persons Identifying as Hispanic American Indian or Alaskan Native % % Asian % % Black or African American % % Native Hawaiian or other Pacific Islander % % White % % American Indian and White % % Asian and White % % Black and White % % American Indian and Black % % Multi-Racial % % TOTAL 100% Female-Headed Households (out of above total) % % County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 5 of 7 PROJECT MANAGEMENT & FINANCIAL DATA 13. If funded previously, list past project goals and accomplishments/activities using CDBG/HOME funds. 14. If your agency has remaining CDBG/HOME funds previously approved, please describe timeline for expending fund balance: 15. Describe your organizations experience with administering federal grant programs? For Housing and Capital (construction and renovation) projects, what experience do you have with complying with Davis-Bacon prevailing wage requirements? County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 6 of 7 16.Describe who will supervise and manage the project and their past experience with project management. 17.For Housing and Capital (construction and renovation) projects, list any entitlements, approvals, or authorizations that are necessary for the project to proceed. 18.For HOME projects: Please describe how you will meet the 25% match requirement? 1ϵ.For HOME Projects are you a CHDO? County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 7 of 7 20.For Housing and Capital (construction and renovation) projects, what is your project timeline? List program/project objectives and milestones, along with an estimated timetable for reaching them. (The general tasks for a construction project are provided below; please add tasks as needed) Task Date of Completion Define scope of work/finish design Complete planning & environmental review Release bid package Select contractor Finalize contract Obtain building permits Start construction Complete Construction 21.Please sign and date your application below: Signature/Title Date Required Attachments: A.Project Budget: Complete the project budget template provided and submit along with application. If you have a project budget that provides the information requested in the template, you may submit that in-lieu of the template. Please note: the project budget should reflect the total cost of the project NOT just the CDBG/HOME request. B.Organizational Budget: Upload your organization or fiscal sponsors annual budget. Applications may be submitted via email, mail, or in person to one of the addressed below. Email Address, only applications emailed to this address will be accepted: Federalgrants@marincounty.org Mailing Address/Physical Address (if dropping off application): County of Marin 3501 Civic Center Drive #308 San Rafael, CA 94903 Attn: Federal Grants Application submittal deadline is Friday, November 16, 2018 by 5 p.m. PST POSTMARKS WILL NOT BE ACCEPTED 11.6.2018 Foundations: Tamalpais Foundation 12,000 12,000 Others:  AFA, Darcy Betts, etc.10000 10,000 Government: County of Marin 5,000 5,000 CDBG 33,350 33,350 Santa Rosa Junior College 26,000 26,000 Corporations:10,000 10,000 Individual Contributions:  (list total): 90,000 90,000 Earned Income: Participant fees 540,000 540,000 Other (specify): Subtotal, Committed Income 693000 0 726350 Other (specify): Federal Grants Request 33,350 Other Foundations: (Add rows to list other  Foundations) Government: (Add rows to list other  Government agencies) Corporations: (Add rows to list other  corporations) Individual Contributions: Subtotal,Uncommitted  Income 000 Other Earned Income: (Add rows) Subtotal, Earned Income 00 Grand Total Income 33350 693000 0 726350 INCOME: Committed Uncommitted Project Budget Template Federal Grants  Request Other Funding  Sources In Kind Senior Access Senior Access Financial Aid for 2019‐2020 Total Proposed  Project Income EXPENSES  (Add rows to list  other expenses) Federal Grants  Request Other Funding  Sources In Kind Total Proposed  Project Expenses Staff:  CGO, Program Director,  Admin, Activity Director,  Outing Coordinator,Program 20,000 361,000 Benefits (payroll and  fringe(@20 %) 4,000 72,200 Subtotal Salaries and  Benefits 24,000 0 0 433,200 Professional Fees  (bookkeeping, tech, admin) 34,000 Subtotal Contracted Services 0 0 0 34,000 Rent 41,783 Utilities (telephone)8,500 Supplies 5,500 Program Expenses 5,000 200,000 Travel Professional Development Marketing 12,000 Insurance 8,000 Subtotal, Direct Project  Related Expenses 5000 0 0 275,783 15.00% 4,350 4350 0 Grand Total All Expenses 33350 0 0 747,333 Indirect Expense (specify % in column A below) Fiscal Sponsorship Fee (specify % in column A below) Personnel Expenses Contracted Services Direct Project Related Expenses `Annual 5,000 18,000 26,000 49,000 25,000 10,000 35,000 90,000 10,000 500 100,500 0 184,500 300,000 216,000 Tam on The Go! 48,000 (25,000) 1,000 540,000 100 0 Senior A Support Government Grants Grants - Government Contributed Revenue-Foundations Contributions- Foundations (Tamalpais, etc.) Contributions-Alzheimer Foundation of America County of Marin-CDBG Santa Rosa Jr. College Government Grants Contributions-Churches Contributed Revenue-Other In-kind contributions Contributed Revenue-Foundations Contributed Revenue-Other Contributions- Individual Donations Contributions- Corporations Financial Assistance Discount Fees-Extended Care Total Earned Revenue-Participant Fees Total Support Earned Revenue-Participant Fees Fees-Skyview on Site Fees - Excursion Program Interest income Miscellaneous 540,100 724,600 10,000 35,000 80,000 40,000 36,000 130,000 331,000 36,000 23,000 850 59,850 390,850 23,000 30,000 8,000 0 200,000 500 600 600 4,000 5,000 500 7,500 41,783 8,500 0 Salaries Expense Total Income Sal - Program Director Sal - Activity Director Sal - Marketing Director Sal-Outreach/Admin Asst. Salaries Expense Payroll Taxes & Fringe Benefits Payroll Taxes Fringe Benefits Sal - Lead Program Assistant/Outing Coordinator Sal - Reg. Program Assists; Lead subs Consultants plus CGO Insurance Vacation Expense Payroll Taxes & Fringe Benefits Total Staff Bookkeeping, Accounting & Bank Fees Fundraising Dues & subscriptions Legal fees Program expense Office expenses Postage & Shipping Licenses & permits Advertising Telephone Travel & Meetings Printing Rent & utilities 0 1,600 722,433 2,167 Total Expenses Net surlpus Miscellaneous Depreciation County of Marin 10 per service day 9 per service day 8 per service day ccess 2018-2019 Approved budget - 08/24/2018 Part time Full time Limited time 2019-2020 Community Development Block Grants (CDBG) San Rafael Funding Applications 2019-2020 County of Marin Community Development Block Grant (CDBG) and HOME Project Proposal List APP. #PROJECT NAME PROJECT SPONSOR PROJECT ADDRESS DESCRIPTION CDBG REQUEST HOME REQUEST San Rafael Planning Area $636,499 Housing SH-1 AWD Affordable Housing Electrical Upgrade Art Works Downtown, Inc. 1337 4th Street, San Rafael Upgrade electrical system in affordable units and main switch $450,000 Housing subtotal $450,000 Capital SC-1 Pickleweed Park and Playground Improvements City of San Rafael DPW 50 Canal St, San Rafael Replacing play structure and equipment at Pickleweed Park $138,000 Capital subtotal $138,000 Public Services SS-1 University Prep (UP!) Canal Alliance 86 Larkspur St, San Rafael Support middle school, high school and college students including homework assistance and academic workshops $15,000 SS-2 Pickleweed Preschool City of San Rafael 50 Canal St, San Rafael Support instructor salary at Pickleweed Preschool $33,499 Public Services subtotal $48,499 K:\Cycle\2019 Cycle\2019 HUD Project List-Staff Report.xlsx 12/4/2018 County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 1 of 7 2019/20 COMMUNITY DEVELOPMENT BLOCK GRANT AND HOME PROGRAM APPLICATION FOR FUNDING 1. Indicate type of project. If your project allows, you may apply under multiple categories. CDBG Public Services CDBG Public Facilities/Improvements CDBG Housing Construction/Acquisition HOME Housing Construction/Acquisition CDBG Housing Rehabilitation HOME Housing Rehabilitation 2. Organization (Fiscal Sponsor) General Information: ORGANIZATION/AGENCY NAME MAILING ADDRESS WEBSITE ORGANIZATION DUNS# EXECUTIVE DIRECTOR/CEO EMAIL ADDRESS PHONE 3. Project General Information: PROGRAM/PROJECT NAME PROGRAM/PROJECT SITE ADDRESS CDBG/HOME FUNDING AMOUNT REQUESTED $ APPLICATION CONTACT PERSON E-MAIL ADDRESS PHONE City of San Rafael - Department of Public Works 111 Morphew St, San Rafael, 94901 www.cityofsanrafael.org 08-244-7459 Jim Schutz, City Manager jim.schutz@cityofsanrafael.org 415-485-3070 Pickleweed Park and Playground Improvements 50 Canal St, San Rafael, 94901 138,000 Thomas Wong thomas.wong@cityofsanrafael.org 415-458-5360 County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 2 of 7 4. Planning Areas Served: Indicate what geographic area the requested funding will serve. Please indicate approximate % of services provided in each area. For Housing projects with current residents, please indicate where your project is located. Novato San Rafael County Other Total 100% 5. What prior years have you been funded by CDBG/HOME Year Funded Grant Amount Amount Expended 6. Organizational Overview: Provide a brief description of your organization including mission, programs, number of clients served, etc.: X FY 2018-19 FY 2017-18 FY 2016-17 $200,000 $127,750.00 $95,937.00 $0 $127,750.00 $95,937.00 The City of San Rafael Department of Public Works is responsible for improving and maintaining public property, infrastructure, and buildings. These responsibilities include but are not limited to maintenance of parks and opens spaces, roads, bicycle and pedestrian facilities, stormwater systems including pump stations, and community buildings including fire stations, community centers, and child care facilities. The organization is composed of teams, consisting of traffic and land development engineers, capital improvement project engineers, administration/public outreach, parks maintenance, streets maintenance, and fleet maintenance. Working within the budget approved by City Council, the Department of Public Works strives to most efficiently and effectively allocate these resources throughout the City. Through a shared common goal and a strong organization structure, these teams work hand in hand to ensure the City of San Rafael is safe and well maintained for all residents, businesses, and visitors. County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 3 of 7 7. Project Description: Provide a detailed scope of work including services to be provided and/or development activities to be engaged. Describe how this project will benefit the community. 8. HUD National Objective to be served (check at least one): Activities benefiting low and moderate-income persons. (LMI) Activities benefiting low and moderate area. (LMA) Activities which aid in the prevention or elimination of slums or blight. 9. How will this project Affirmatively Further Fair Housing? This project would include replacing play structures and equipment at Pickleweed Park, adjacent to the Albert J. Boro Community Center in the Canal Neighborhood.Existing structures for toddlers and the main play structure will be replaced with similar equipment. These new structures are necessary as the existing structures, constructed nearly 15 years ago now require extensive maintenance and repairs on a regular basis. Replacing the structures and equipment has been requested by the Canal community for many years. Replacing the equipment is important as it provides the only public play equipment in the neighborhood. This is particularly important as more than 25% of the Canal population is under the age of 18. These upgrades will provide an improved and safe environment for kids to exercise and play within walking distance of their residence. The City will replace both the toddler and main play structures to ensure that there is area for a wide range of age groups to safely play in. More than 12,000 residents live in the entire East San Rafael area (Canal, Baypoint, Spinnaker neighborhoods). Physical and visual improvements to public spaces such as parks, play a vital role in efforts to Affirmatively Furthering Fair Housing. Reducing blight in our public spaces encourages increased usage of the parks and surrounding areas by all area residents. Though the Canal neighborhood has a median income well below the average for San Rafael and Marin County, surrounding and adjacent neighborhoods Baypoint and Spinnaker are single family home developments with typically significantly higher household incomes and lower percentages of minority residents. Improving the playground areas at Pickleweed Park (located in the heart of the Canal neighborhood) will encourage residents and families of the Baypoint and Spinnaker neighborhoods (and other parts of San Rafael) to visit and recreate in the Canal neighborhood, thereby directly reducing existing patterns of segregation in east San Rafael. When the state of the art Albert J. Boro Community Center was completed, the area saw a high increase in usage and visitation of the neighborhood and area by non-Canal residents. A new play structure will continue this effort. County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 4 of 7 10. Describe how this project will conduct affirmative marketing to members of the Protected Classes? 11. Approximately how many moderate, low, very low, and extremely low-income persons will directly benefit from the program/project? (Use the income level table found in the Application Guidelines document): Moderate-Income Low-Income Very Low-Income Extremely Low-Income 12. Estimate the demographics of the moderate, low, very low, and extremely low-income persons who will directly benefit from the program/project: Ethnic Category Total Persons Identifying as Hispanic American Indian or Alaskan Native % % Asian % % Black or African American % % Native Hawaiian or other Pacific Islander % % White % % American Indian and White % % Asian and White % % Black and White % % American Indian and Black % % Multi-Racial % % TOTAL 100% Female-Headed Households (out of above total) % % The City recently finished the process of upgrading two other playgrounds: Albert park and Victor Jones park. Both park improvements involved community meetings and meetings with the respective neighborhood associations and homeowners groups. The City will do a similar high level of outreach for the improvements planned at Pickleweed Park. Community meetings will be held at the Boro Center to discuss possible park improvements and get feedback directly from residents. As has been standard with other Canal-area outreach, the City will actively promote these meetings in English and Spanish (and have translators at the meetings). The City will also reach out to community organizations such as Canal Alliance to ensure the neighborhood is adequately represented and given the opportunity to participate in the public process. 1439 2050 1580 3565 .9 3.6 1.0 0 90.6 2.8 59 County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 5 of 7 PROJECT MANAGEMENT & FINANCIAL DATA 13. If funded previously, list past project goals and accomplishments/activities using CDBG/HOME funds. 14. If your agency has remaining CDBG/HOME funds previously approved, please describe timeline for expending fund balance: 15. Describe your organizations experience with administering federal grant programs? For Housing and Capital (construction and renovation) projects, what experience do you have with complying with Davis-Bacon prevailing wage requirements? Our past goal was to make San Rafael's public right-of-way accessible to individuals with disabilities. Since 2005 the City has constructed 445 of the 765 curb ramps identified in our Settlement Agreement with the federal Department of Justice, primarily paid for with CDBG funds. This goal was met as funding provided by CDBG were used to successfully construct new curb ramps. Last year's funds were requested for the same playground project that is being requesting this year. These funds have not been used as full funding was not established for the project. The City is hopeful that potential funding from this year CDBG, combined with last year's will allow the City to complete the project as designed. The San Rafael Department of Public Works regularly receives Federal funding for our construction projects. From projects as small as $25,000 to as large as $10 million, DPW staff are well-experienced and qualified in the requirements related to receiving federal funds -- including full compliance with prevailing wages. County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 6 of 7 16. Describe who will supervise and manage the project and their past experience with project management. 17. For Housing and Capital (construction and renovation) projects, list any entitlements, approvals, or authorizations that are necessary for the project to proceed. 18. For HOME projects: Please describe how you will meet the 25% match requirement? ϭϵ.For HOME Projects are you a CHDO? Through the City's Department of Public Works, the City Engineer will supervise and manage the project. Additionally, Associate Engineers with experience from two recent playground renovations will assist in developing and implementing the project. These engineers are experienced in seeing projects from design and conceptual phase to completion. The project would need to go through the City's Park and Recreations Commission as well as get City Council approval for accepting any potential grant and for awarding a contract to complete the projects as designed. N/A N/A County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 7 of 7 2Ϭ. For Housing and Capital (construction and renovation) projects, what is your project timeline? List program/project objectives and milestones, along with an estimated timetable for reaching them. (The general tasks for a construction project are provided below; please add tasks as needed) Task Date of Completion Define scope of work/finish design Complete planning & environmental review Release bid package Select contractor Finalize contract Obtain building permits Start construction Complete Construction 2ϭ. Please sign and date your application below: Signature/Title Date Required Attachments: A.Project Budget: Complete the project budget template provided and submit along with application. If you have a project budget that provides the information requested in the template, you may submit that in-lieu of the template. Please note: the project budget should reflect the total cost of the project NOT just the CDBG/HOME request. B.Organizational Budget: Upload your organization or fiscal sponsors annual budget. Applications may be submitted via email, mail, or in person to one of the addressed below. Email Address, only applications emailed to this address will be accepted: Federalgrants@marincounty.org Mailing Address/Physical Address (if dropping off application): County of Marin 3501 Civic Center Drive #308 San Rafael, CA 94903 Attn: Federal Grants Application submittal deadline is Friday, November 16, 2018 by 5 p.m. PST POSTMARKS WILL NOT BE ACCEPTED August 2019 Categorically Exempt October 2019 November 2019 November 2019 N/A March 2020 April 2020 11/15/18Junior Civil Engineer Date: November 15, 2018 Foundations: Government: CDBG FY2018‐19 200,000 Corporations: Individual Contributions:  (list total): Earned Income: Other (specify): Subtotal, Committed Income 200,000 0 Other (specify): Federal Grants Request 138,000 Other Foundations: (Add rows to list other  Foundations) Government: (Add rows to list other  Government agencies) Corporations: (Add rows to list other  corporations) Individual Contributions: Subtotal,Uncommitted  Income 00 Other Earned Income: (Add rows) Subtotal, Earned Income 0 Grand Total Income 138,000 200,000 0 EXPENSES  (Add rows to list  other expenses) Federal Grants  Request Other Funding  Sources In Kind Acquisition Purchase price Title/Recording/Escrow (Add rows to list other direct   project expenses) Pre‐development Architecture & Engineering 43,000 Phase 1  Market Study  Entitlements/Zoning (Add rows to list other direct  project expenses) General Development Demolition/Removal 10,000 Utility hook‐ups Materials 110,000 Construction of Structures 13,000 37,000 Additional Improvements 92,000 Contingency 33,000 (Add rows to list other specific  project expenses) Subtotal, Direct Project  Related Expenses 138000 200000 0 Grand Total All Expenses 138000 200000 0 INCOME: Developer Fee (specify % in column A below) Fiscal Sponsorship Fee (specify % in column A below) Direct Project Related Expenses Committed Uncommitted Project Budget Template Federal Grants  Request Other Funding  Sources In Kind Organization Name: City of San Rafael ‐ Department of Public Works Project Title: Pickleweed Park and Playground Improvements GENERAL FUND PROPOSED BUDGET FY 2018-2019 EXHIBIT I REVENUES & OTHER OPERATIONAL SOURCES Taxes Property Tax and related 20,152,000$ Sales Tax 21,194,000 Sales Tax -Measure E 12,027,000 Franchise Tax 3,839,000 Business Tax 2,833,000 Transient Occupancy Tax 3,193,000 Cannabis 250,000 Other Agencies CSA #19 Fire Service 2,022,000 VLF Backfill 5,650,000 Other Agencies (Prop 172, Owner Prop Tax, State Mandate, Other agencies)1,207,000 Other Revenues Permits & Licenses (building, electrical, encroachment, use, alarm)2,937,000 Fine & Forfeitures (traffic, vehicle, etc.)375,000 Interest & Rents (investment earnings, rents, etc.)235,000 Charges for Services (includes dev't fees and plan review)2,084,000 Other Revenue (damage reimbursements, misc income)505,000 Sub-total: Revenues 78,503,000$ TRANSFERS IN from Gas Tax 400,000 from Development Fund-ED Initiatives 100,000 from Parking Services Fund - Admin. cost 508,698 from Employee Retirement Fund - POB debt payment 678,213 Sub-total: Transfers In 1,686,911$ TOTAL SOURCES 80,189,911$ EXPENDITURES AND OTHER OPERATIONAL USES Expenditures by Department Finance 2,448,084 Non-Departmental 3,098,621 City Manager/City Council 2,889,282 City Clerk 502,718 Mgt Serv: Adm,HR 959,480 City Attorney 1,199,858 Community Development 4,307,733 Police 24,983,044 Fire 18,667,817 Public Works 11,793,326 Library 3,327,559 Economic Development 1,011,114 Sub-total: Expenditures 75,188,636$ OPERATIONAL TRANSFERS OUT to Pre-School Fund - Operating support 50,000 to Recreation Fund - Operating support 1,800,000 Sub-total: Transfers Out 1,850,000$ Non-Operating Transfers (Measure E / San Rafael Essential Facilities)4,025,000 Allocation to Emergency and Cash Flow Reserve (260,000) TOTAL USES 81,323,636$ NET RESULTS (1,133,725)$ County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 1 of 7 2019/20 COMMUNITY DEVELOPMENT BLOCK GRANT AND HOME PROGRAM APPLICATION FOR FUNDING 1. Indicate type of project. If your project allows, you may apply under multiple categories. CDBG Public Services CDBG Public Facilities/Improvements CDBG Housing Construction/Acquisition HOME Housing Construction/Acquisition CDBG Housing Rehabilitation HOME Housing Rehabilitation 2. Organization (Fiscal Sponsor) General Information: ORGANIZATION/AGENCY NAME MAILING ADDRESS WEBSITE ORGANIZATION DUNS# EXECUTIVE DIRECTOR/CEO EMAIL ADDRESS PHONE 3. Project General Information: PROGRAM/PROJECT NAME PROGRAM/PROJECT SITE ADDRESS CDBG/HOME FUNDING AMOUNT REQUESTED $ APPLICATION CONTACT PERSON E-MAIL ADDRESS PHONE County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 2 of 7 4. Planning Areas Served: Indicate what geographic area the requested funding will serve. Please indicate approximate % of services provided in each area. For Housing projects with current residents, please indicate where your project is located. Novato San Rafael County Other Total 100% 5. What prior years have you been funded by CDBG/HOME Year Funded Grant Amount Amount Expended 6. Organizational Overview: Provide a brief description of your organization including mission, programs, number of clients served, etc.: County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 3 of 7 7. Project Description: Provide a detailed scope of work including services to be provided and/or development activities to be engaged. Describe how this project will benefit the community. 8. HUD National Objective to be served (check at least one): Activities benefiting low and moderate-income persons. (LMI) Activities benefiting low and moderate area. (LMA) Activities which aid in the prevention or elimination of slums or blight. 9. How will this project Affirmatively Further Fair Housing? County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 4 of 7 10. Describe how this project will conduct affirmative marketing to members of the Protected Classes? 11. Approximately how many moderate, low, very low, and extremely low-income persons will directly benefit from the program/project? (Use the income level table found in the Application Guidelines document): Moderate-Income Low-Income Very Low-Income Extremely Low-Income 12. Estimate the demographics of the moderate, low, very low, and extremely low-income persons who will directly benefit from the program/project: Ethnic Category Total Persons Identifying as Hispanic American Indian or Alaskan Native % % Asian % % Black or African American % % Native Hawaiian or other Pacific Islander % % White % % American Indian and White % % Asian and White % % Black and White % % American Indian and Black % % Multi-Racial % % TOTAL 100% Female-Headed Households (out of above total) % % County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 5 of 7 PROJECT MANAGEMENT & FINANCIAL DATA 13. If funded previously, list past project goals and accomplishments/activities using CDBG/HOME funds. 14. If your agency has remaining CDBG/HOME funds previously approved, please describe timeline for expending fund balance: 15. Describe your organizations experience with administering federal grant programs? For Housing and Capital (construction and renovation) projects, what experience do you have with complying with Davis-Bacon prevailing wage requirements? County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 6 of 7 16.Describe who will supervise and manage the project and their past experience with project management. 17.For Housing and Capital (construction and renovation) projects, list any entitlements, approvals, or authorizations that are necessary for the project to proceed. 18.For HOME projects: Please describe how you will meet the 25% match requirement? 19. For HOME Projects are you a CHDO? County of Marin 2019/20 CDBG/HOME FUNDING APPLICATION Page 7 of 7 20.For Housing and Capital (construction and renovation) projects, what is your project timeline? List program/project objectives and milestones, along with an estimated timetable for reaching them. (The general tasks for a construction project are provided below; please add tasks as needed) Task Date of Completion Define scope of work/finish design Complete planning & environmental review Release bid package Select contractor Finalize contract Obtain building permits Start construction Complete Construction 21.Please sign and date your application below: Signature/Title Date Required Attachments: A.Project Budget: Complete the project budget template provided and submit along with application. If you have a project budget that provides the information requested in the template, you may submit that in-lieu of the template. Please note: the project budget should reflect the total cost of the project NOT just the CDBG/HOME request. B.Organizational Budget: Upload your organization or fiscal sponsors annual budget. Applications may be submitted via email, mail, or in person to one of the addressed below. Email Address, only applications emailed to this address will be accepted: Federalgrants@marincounty.org Mailing Address/Physical Address (if dropping off application): County of Marin 3501 Civic Center Drive #308 San Rafael, CA 94903 Attn: Federal Grants Application submittal deadline is Friday, November 16, 2018 by 5 p.m. PST POSTMARKS WILL NOT BE ACCEPTED INCOME Total Agency Income (2018-19) Individual Support 1,380,713 Foundation Grants 1,425,266 MCF - Marin Community Foundation 1,302,535 Corporate Support 53,234 In-Kind Donations 1,390,396 Government Contracts 832,379 Program Fees 111,195 Housing Rental Fees 214,320 Interest/Dividend Income 7,997 TOTAL INCOME 6,718,034 EXPENSES Total Agency Expenses (2018-19) Personnel Expenses Salaries 2,853,288 Sub-total Salaries 2,853,288 Fringe Benefits 459,322 Sub-total Personnel Costs 3,312,610 Non-Personnel/Operating Expenses Occupancy & Facilities 419,212 Professional Services 472,026 Materials & Supplies 163,901 Travel & Meettings Expense 59,990 In-Kind donations 1,391,596 Client Support 52,026 Program snacks & meals 8,793 Program equipment and supplies 10,201 Program Books 23,856 Stipends 24,691 Scholarships 63,500 Staff Development 25,523 Furniture, equipment, & leasehold Improvements 17,173 General & Administrative Allocation 124,936 Tech Support Allocation 248,617 Sub-total Non-Personnel/Operating Expenses 3,106,041 TOTAL EXPENSES 6,418,651 NET SURPLUS/(LOSS)299,383 CANAL ALLIANCE FY2018-2019 BUDGET Date:11/15/2018 Foundations: (Add rows) Government: (Add rows) Corporations: (Add rows) Individual Contributions:  (list total): Earned Income: (Add rows) Other (specify): Department of Education 232,864 First 5 of Marin 95,000 Subtotal, Committed Income 327864 0 Other (specify): Federal Grants Request 33,499 Other Foundations: (Add rows to list other  Foundations) Government: (Add rows to list other  Government agencies) Corporations: (Add rows to list other  corporations) Individual Contributions: Subtotal,Uncommitted  Income 00 Other Earned Income: Project Budget Template Federal Grants  Request Other Funding  Sources In Kind Organization Name:  City of San Rafael Project Title:  Pickleweed Preschool INCOME: Committed Uncommitted (Add rows) Subtotal, Earned Income 0 Grand Total Income 33499 327864 0 EXPENSES  (Add rows to list  other expenses) Federal Grants  Request Other Funding  Sources In Kind  Director  (% FTE: ____)  51,000 Instructor II (% FTE: 100 )  33,499 Instructor II 33,499 Instructor I Temp 23,383 Instructor I 23,383 Instructor I 29,056 (Add rows) Benefits (@ %: ______) 140,356 Subtotal Salaries and  Benefits 33499 300677 0 Professional Fees Project Consultant (Add rows to list other   contracted expenses) Subtotal Contracted Services 000 Rent  Utilities 3400 Supplies 13770 Services 22745 Travel Professional Development 2544 Marketing 1500 (Add rows to list other direct  project expenses) Personnel Expenses Contracted Services Direct Project Related Expenses Subtotal, Direct Project  Related Expenses 0 22745 21214 Grand Total All Expenses 33499 323422 21214 Indirect Expense (specify % in column A below) Fiscal Sponsorship Fee (specify % in column A below) Community Development Block Grant (CDBG) Funding Recommendations FY 2019-2020 Background •CDBG federally funded program; US Department of Housing and Urban Development •Funds are divided into three activity categories: –Housing –Capital Projects –Public Services •2017 City/County cooperative agreement for management of CDBG program San Rafael City Council March 18, 2019 Overview •Marin County’s CDBG funding is estimated at $1,493,285. •San Rafael’s allocation is $415,063 ▪Public Services ($109,245) ▪Housing Projects ($204,420) ▪Capital Projects ($101,399) San Rafael City Council March 18, 2019 Housing •$85,000: Rehabilitation Loan Program (Marin Housing Authority) •$18,000: Residential Access Modification (Marin Center for Independent Living) •$143,420*: Artworks Downtown Electrical $246,420 CDBG Housing Subtotal San Rafael City Council March 18, 2019 *includes $42,000 of reprogrammed monies from prior year. Capital Projects •$72,899: Canal Neighborhood Park and Playground Improvements •$28,500: Marin City Health & Wellness Ctr $101,399 CDBG Capital Projects Subtotal San Rafael City Council March 18, 2019 Public Service Projects •$31,833: Fair Housing Services/ Fair Housing Advocates of Northern CA •$6,100: Domestic Violence Legal Services Family & Children’s Law Center •$23,202 Legal Aid or Marin •$30,000: Pickleweed Preschool City of San Rafael Department of Community Services •$10,110: University Prep (UP!) Canal Alliance •$8,000: Seniors at Home $109,245 CDBG Public Services Subtotal San Rafael City Council March 18, 2019 Recommendation Adopt resolution recommending CDBG project funding for FY 2019-2020 San Rafael City Council March 18, 2019 COMMUNITY DEVELOPMENT AGENCY HOUSING AND FEDERAL GRANTS DIVISION................................................................................................................................................... Attachment 2: Application Evaluation Proposed funding source(s): CDBG HOME o CHDO (Community Housing Development Organization)1 (Min 15% must be allocated) Funds to be used for: Housing Community Facility Public Services (Max 15%) Minimum threshold requirements One of the following three characteristics: 1.New program—funding is requested for a new service, such as a new program of an existing non-profit; 2.Quantifiable increase—funding is requested to support the expansion of an existing service. For example, an organization requests funding for a new counselor in response to an increased number of clients; OR 3.Essential service or program—funding is requested to maintain an existing service or program that is essential to the advancement, maintenance, or surveillance of Fair Housing policies. Eligibility—project serves all of the following national and local objectives: 1.Affirmatively Further Fair Housing (local objective); 2.Serve members of the protected classes (local objective); AND 3.Activities benefiting low- and moderate-income persons (national objective). 4.Activities that fulfill the Priority Setting Committee objectives (public service only). Evaluation criteria Qualities that inform an applicant’s capacity to manage a federal grant: o Workload of staff, o Accounting capabilities and experience, o Previous administrative performance, or 1 A CHDO is a private nonprofit, community-based organization that has staff with the capacity to develop affordable housing for the community it serves. In order to qualify for designation as a CHDO, the organization must meet certain requirements pertaining to their legal status, organizational structure, and capacity and experience. SUBMITTED IN ERROR 2  Experience with “Davis-Bacon” (for Housing/Construction/Rehab-related projects only) Readiness—could award funds be expended by December 2018? Sustainability—if applicable, does the organization have capacity to sustain a project or program beyond this federal funding period? Effectiveness and Accountability Prioritize greatest impact (Quality over quantity) SUBMITTED IN ERROR