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