HomeMy WebLinkAboutED CDBG Funding 2014-15Agenda Item No: 5. c
Meeting Date: March 17, 2014
SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Economic Development
Prepared by: Stephanie Lovette
Economic Development
City Manager Approval`s -'
SUBJECT: Resolution Recommending Community Development Block Grant (CDBG) Project
Funding for the Year 2014-15 to the Marin County Board of Supervisors
RECOMMENDATION: Adopt Resolution.
BACKGROUND: The Community Development Block Grant (CDBG) Program provides grants
from the U.S. Department of Housing and Urban Development (HUD) to local governments for
housing, community facilities, and human service programs serving low income residents. The
County of Marin administers and oversees the HUD program on behalf of the county and cities
within the county. Under the agreement with the county, the City allocates capital and housing
funds and the County oversees public service program funding. In 1999, the City adopted an
application process and allocation priorities, attached as Attachment 1. The City priorities are
larger scale capital and housing projects with City projects first followed by housing. The
conformance of this year's projects with these City priorities is shown in Attachment 2.
Under the adopted process, City staff reviews housing and capital applications and City Council
recommends projects to the Priority Setting Committee (one member from each City in the
County, a member of the Board of Supervisors, and non -elected community representatives of
protected classes). Councilmember McCullough is the City's representative on the Priority
Setting Committee. County staff evaluates the public service applications and a Local Area
Committee (one Council member, one member of the Board of Supervisors and one
representative of protected classes), makes a recommendation to the Priority Setting
Committee. The Priority Setting Committee reviews the recommendations from each Planning
Area and the City and makes recommendations to the County Board of Supervisors. Leaving
the public service recommendation with the County allows the City to retain the County's
expertise in balancing a large number of applications with a limited amount of funds.
The process to approve the annual CDBG project funding involves a series of meetings,
including tonight's city council meeting. The initial San Rafael Local Area Committee meeting to
review the Public Services projects was held on March 11, 2014 (Councilmember McCullough
serves on the Public Services Local Area Committee) - the list of Public Services applications is
shown in Attachment 3. The Priority Setting Committee Meeting is scheduled for March 24;
FOR CITY CLERK ONLY
File No.:
Council Meeting:
Disposition:''
SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
2014 and the Marin County Board of Supervisors meeting is May 6, 2014. Project sponsors
which receive allocations will work with County staff to file the required environmental review,
contracts and certifications, and ultimately receive payment when the project is complete.
ANALYSIS:
Applications Filed
Ten applications for housing and capital projects were filed. In addition, the City participates in
cost sharing for three annual countywide housing projects. A summary of the projects is
attached as Attachment 4 and the applications are shown in Attachment 5.
2014-15 Allocation Amount
The estimated total amount of the grant to the County is $1,245,494. San Rafael receives
39.42% of the net County grant (net is minus the County overhead). This percentage reflects
the City's share of the total County population as well as poverty and over -crowding factors.
San Rafael's grant amount for 2014-15 is $353,004. Of this grant amount, 15% is directed to
public service projects selected by the Local Area Committee and 85% is for housing and
capital projects selected by City Council. The 2014-15 allocation amounts are:
Total County Grant
$1,245,494
County Administration
($350,000)
Net County Grant
$895,494
San Rafael Allocation (39.42%)
$353,004
15% Public Service
$52,951
85% Housing and Capital
$300,053
Less City share of countywide projects
($116,683)
Total City Housing and Capital Allocation $183,370
Because of the uncertainty about the federal budget, it is expected that the final Marin County
grant amount will vary from the current estimate provided above. Any change to the grant
amount will impact San Rafael's allocation. To avoid the need for an additional hearing, staff
recommends that the amounts recommended by Council be subject to revision when HUD
announces the County's CDBG allocation. At that time, County staff would recalculate the
amounts available for each planning area and each activity category. To the extent that cuts
are needed or additional funds are available, staff will adjust the preliminary project grant
amounts on a proportional basis, rounded to the nearest hundred dollars.
Conformance to City Priorities
The City priorities adopted in 1999 are to give primary consideration to projects which:
A. Are City of San Rafael initiated or are joint partnerships with the City
B. Fulfill the requirements of the Housing and Community Development Act of 1974 (HUD
Regulations)
C. Are affordable housing projects or community facility related activities within the San Rafael
Planning Area
D. Are projects that will move forward quickly, have the greatest impact, and can be
completed within a reasonable time frame
SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3
A matrix evaluating the conformance of the applications with the City priorities is included as
Attachment 2. It should be noted that to qualify under priority D, a project must be a complete,
distinct activity that is not part of an ongoing maintenance program, have secure financing,
reasonable site control, and not be the first step in a multiple year planning and fundraising
campaign.
Recommended Projects
Four projects are recommended for funding:
1. Public Facilities Accessibility Improvements (ADA) — City of San Rafael
2. Fair Housing Program — Fair Housing of Marin
3. Rehabilitation Loan Program — Marin Housing Authority
4. Residential Accessibility Modifications — Marin Center for Independent Living
The funding requests and staff's recommended allocations for Housing and Capital Projects are
shown in Attachment 4. In making these recommendations, staff coordinated with County staff
and evaluated each project's conformance with City priorities. The City's Public Facilities
Accessibility Improvements (ADA) project was given the highest priority for Housing and Capital
Projects. The three countywide housing projects were supported because they provide services
to the entire County and San Rafael's participation ensures that San Rafael residents continue
to receive these services in a manner comparable to other County residents. No funds
remained for other projects.
The following is a short summary of the specifics of the programs and allocations:
CITY OF SAN RAFAEL HOUSING AND CAPITAL PROJECTS
Public Facilities Accessibility Improvements (ADA) $183,370
The federal Department of Justice (DOJ) designated San Rafael a participant in their "Project
Civic Access" which requires all city facilities to come into compliance with Title II of the
American with Disabilities Act of 1990 (ADA). The City entered into a settlement agreement
with the DOJ that requires the City to comply with ADA requirements for all construction or
alterations to public facilities and streets that commenced after January 26, 1992. The
agreement specifies new curb ramps and revisions to public facilities such as the library, City
Hall, City Plaza, parks, parking lots and structures that must be made pursuant to a 10 year
schedule (2004 to 2014). The City of San Rafael complied with the settlement agreement and
completed most of the work; however, given the size, complexity, and cost of the ADA curb
ramps portion of the project, the DOJ granted the City a five year extension to complete the curb
ramps and the schedule now runs through 2019. While $300,000 is the typical annual request
for the ADA project, given limited funding, only $183,370 was available this year to support this
project.
COUNTYWIDE HOUSING PROGRAMS
Fair Housing Program $20,104
The Fair Housing Program educates landlords and neighbors about fair housing laws and helps
maintain and encourage population diversity. The program provides community education and
outreach concerning fair housing laws and services, recruits and trains fair housing testers,
monitors discrimination in the housing market, investigates and verifies claims of alleged
discrimination, counsels victims of housing discrimination and pursues fair housing cases in
court. CDBG regulations require that the City and County take affirmative action to further fair
housing; funding this program is a basic step towards meeting this obligation. The
recommended funding amount was coordinated with the County, and represents San Rafael's
share of the overall countywide request.
SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 4
Rehabilitation Loan Program $90,666
The Marin County Housing Authority loans funds to low income owners of single family homes
(including mobile homes) and to non-profit operated group homes to correct substandard
housing conditions and to eliminate health and safety hazards. The recommended funding
amount was coordinated with the County and represents San Rafael's share of the Countywide
request.
MCIL Housing Accessibility Modification $5,913
Through its Housing Accessibility Modification Program, the Marin Center for Independent
Living provides technical assistance and minor remodeling to make rental housing accessible to
lower income residents with impaired mobility. The recommended funding amount was
coordinated with the County and represents San Rafael's share of the Countywide allocation.
Projects Not Recommended
Given the City's obligation under the DOJ settlement agreement to fund ADA related projects,
and the fact that City projects are the highest priority for CDBG funding, there is no funding
available to contribute to the other projects listed in Attachment 4. Although all the proposed
projects serve important needs, the available CDBG funds cannot cover these requests.
FISCAL IMPACT: No direct fiscal impact on the City's General Fund.
OPTIONS:
Adopt the staff recommendation.
Alter the staff recommendation of the housing and capital projects selected and/or the
amounts allocated. The total housing and capital allocation cannot exceed $300,053.
Reject the staff recommendation and provide direction to staff.
ACTION REQUIRED:
1. Adopt Resolution recommending Community Development Block Grant project funding
for the year 2014-15 to the Marin County Board of Supervisors.
ATTACHMENTS
Attachment 1
City of San Rafael CDBG Priorities
Attachment 2
2014-15 CDBG Conformance with Priorities Matrix
Attachment 3
2014-15 CDBG Public Services Projects
Attachment 4
2014-15 CDBG Housing and Capital Projects Summary
Attachment 5
2014-15 CDBG Housing and Capital Projects Applications
RESOLUTION NO. 13695
RESOLUTION RECOMMENDING COMMUNITY DEVELOPMENT BLOCK
GRANT (CDBG) PROJECT FUNDING FOR THE YEAR 2014-15 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 17, 2014, 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 $300,053 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, ESTHER C. BEIRNE, City Clerk of the City of San Rafael, hereby certify that
the foregoing resolution was duly and regularly introduced and adopted at a regular
meeting of the Council of said City held on the 17th day of March, 2014, by the following
vote, to wit:
AYES: COUNCIL MEMBERS: Bushey, Colin, Connolly, McCullough & Mayor Phillips
NOES: COUNCIL MEMBERS: None
ABSENT: COUNCIL MEMBERS: None
Esther C. Beirne, City Clerk
Exhibit A
2014-15 Housing and Capital Recommended Allocations
Countywide Housing Projects Request City share Allocation
Fair Housing Program $62,853 $20,104 $20,104
Rehabilitation Loan Program $150,000 $90,666 $90,666
Accessibility Modification Program $30,000 $5,913 $5,913
Countywide Housing Total $242,853 $116,683 $116,683
City Capital and Housing Projects Request Allocation
San Rafael Capital
Public Facilities Improvements (ADA)
$300,000
$183,370
San Rafael Capital Total
$300,000
$183,370
San Rafael Housing
Buckelew - Horizon House
$14,620
$0
Buckelew - Lakeside House
$33,077
$0
Del Ganado Apartments
$80,000
$0
Lifehouse - San Rafael homes thermostats
$2,800
$0
Lifehouse - Sunrise II Kitchen Rehabilitation
$30,100
$0
Lifehouse - Sunrise II Pool Rehabilitation
$22,500
$0
Marinwood Plaza Housing
$250,000
$0
Rehabilitation Loan Program
$140,000
$0
Whistlestop Renaissance Housing
$1,000,000
$0
San Rafael Housing Total
$1,573,097
$0
PROJECT TOTAL
$1,989,780
$300,053
Attachment 1
City of San Rafael
Community Development Block Grant Program (CDBG)
PURPOSE
Under the provisions of City -County Community Development Block Grant Cooperation
Agreement approved by City Council Resolution No. 10419, the City of San Rafael has
established a City Program for CDBG funds within the San Rafael Planning Area. The City
Council has taken this action for the purposes of:
• Targeting CDBG funds to benefit San Rafael Planning Area residents;
• Coordinating CDBG project funding with other efforts of the City;
• Funding fewer projects with larger grants;
• Measuring the impact of funded projects.
PRIORITIES
In selecting projects for funding, the City Council will give primary consideration to projects
which:
A. Are City of San Rafael or San Rafael Redevelopment Agency initiated or are joint
partnerships with the City or Agency
B. Fulfill the requirements of the Housing and Community Development Act of 1974 (HUD
Regulations)
C. Are affordable housing projects or community facility related activities within the San
Rafael Planning Area
D. Are projects that will move forward quickly, have the greatest impact, and can be completed
within a reasonable timeframe.
APPLICATION PROCESS
All applications for CDBG funds shall be filed with the Marin County Community Development
Agency, Federal Grants Division, on their forms and consistent with their deadlines. Projects
requesting San Rafael Planning Area funds should indicate the amount requested on the form.
Up to 15% of San Rafael Planning Area funds may be used for public service projects.
Applications for public service funds will be evaluated by County staff and a recommendation
made by the Local Area Committee. Applications for non public service funds will be reviewed
by City of San Rafael staff and a recommendation made by the San Rafael City Council based on
conformance with the City priorities listed above. Final action of the recommendations will be
made by the County Board of Supervisors.
TIMING
Filing deadlines for applications, with the exception of City initiated projects, will he set by the
County. The San Rafael City Council will hold a public meeting to discuss and select projects
from those submitted in the same general time frame as the Planning Area Committee meetings.
The City Council recommendation will be presented to the County Board of Supervisors as part
of the overall County CDBG processing.
Attachment 2
2014-15 CDBG Conformance with City Priorities
San Rafael Housing
City"
HUD regs
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Attachment 5
CDBG 2014-15
Housing and Capital Projects
Applications
MARIN COUNTY COMMUNITY DEVELOPMENT
BLOCK GRANT (CDBG) PROPOSAL
2014-15
1. Project Name: Fair Housing Services 2. Total Amount Requested: $62,853
Non -housing proposals must
3. Project Sponsor: Fair Housing of Marin (FHOM) specify the amount requested
from each planning area.
Contact Person: Caroline Peattie
Title: Executive Director
Mailing Address: 615 B Street, San Rafael, CA 94901
Telephone: (415)457-5025 Ext. 106
Fax: (415)457-6382
E-mail: peattie@fairhousingmarin.com
For non -housing projects only:
Funds
Requested
Lower Ross Valley Planning Area
$
Novato Planning Area
$
Richardson Bay Planning Area
$
San Rafael Planning Area
$
Upper Ross Valley Planning Area
$
West Marin Planning Area
$
Website (optional): www.fairhousingmarin.com
All future announcements will be sent to you by e-mail, unless you indicate otherwise: ❑ Please send by mail.
The County of Marin is committed to encouraging new grant applicants. Please callus at 473-6698 for advice about our
requirements and what to emphasize in your application, and consider attending one of our informational workshops.
HUD requires that all CDBG projects engage in affirmative marketing. That means analyzing which demographic groups
are least likely to apply and taking extra steps to market the program or project to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. The goals of affirmative marketing are to enhance neighborhood diversity and to support the
County's commitment to affirmatively furthering fair housing and equal opportunity.
The concept of fair housing encompasses both federal and state laws that prohibit housing discrimination. The federal
Fair Housing Act prohibits discrimination in the sale, rental, and financing of dwellings, and in other housing -related
transactions, based on race, color, national origin, religion, sex, familial status (including pregnancy and the presence of
children), and disability. In addition, state law prohibits housing discrimination on the basis of age, ancestry, marital
status, medical condition; source of income, sexual orientation, gender expression, gender identity, and many other
categories.
4. Project Location: (Precise street address). For housing and capital projects, include the year the building was
constructed and the Assessor's Parcel Number.
615 B St., San Rafael, CA 94901
5. Project Description:
Fair Housing of Marin will provide free, comprehensive fair housing services to all Marin County residents through the
following activities: (1) housing counseling for individual tenants and homeowners; (2) 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; (5) training seminars for housing providers, community organizations,
and interested individuals, (6) systemic discrimination investigations, including audits and surveys; (7) monitoring
Craigslist for discriminatory advertising: (8) education and outreach activities to members of protected classes on
discriminatory housing: (9) foreclosure prevention counseling for people in protected classes who may be victims of
predatory lending or modification scams; (10) human rights school programs that promote fair housing and diversity; (11)
AFFH training and activities to promote fair housing for local jurisdictions and county programs.
6. Total Project Cost: (Include all costs for this particular project Legarftss of source..) $320.000
7. Project Budget for CDBG Funds:
Budget must include an itemized estimate of how you would spend the CDBG amount you are requesting, as
accurate and comprehensive as possible. For example, land or building acquisition costs, construction costs,
remodeling costs, architectural and engineering fees, salaries, administrative expenses, etc. For rehabilitation or
construction projects, you must include a contractor's written bid or other equally reliable cost estimate,
using Davis -Bacon wage rates if applicable. If your project includes residential rehabilitation, describe your plans
to comply with federal lead paint regulations.
See attached budget.
8. Other Sources of Funds for this Project: Include amount, source, use, status, and timing of funds other than
CDBG funds, if applicable. Have you applied for the other funds? Are the other funds firmly committed for this
project?
9. Project Implementation:
Who will be responsible for implementing the project? How will it be implemented and what is the proposed schedule
for project implementation?
FHOM's new Executive Director, Caroline Peattie, will provide supervisory services and general grant responsibility.
Bilingual Intake Coordinator Karen Crump will provide intake for all client calls. Staff Attorneys Jessica Tankersley Sparks
and Katie Musich and Bilingual Housing Counselor Erika Reed will provide individual client services, investigate cases,
conduct systemic audits, and assist clients with filing administrative complaints. Ms. Peattie, Ms. Sparks, and Ms. Musich
will conduct AFFH training and training for the housing industry. Education Director Adriana Ames will supervise education
and outreach activities and literature distribution, organize housing industry trainings, fair housing outreach presentations
for agency staff and tenants and AFFH activities., and conduct human rights programs in local schools. Christine Lam,
Foreclosure Prevention Counselor, will provide foreclosure prevention/loan modification counseling and conduct
Foreclosure Prevention clinics. These activities will be implemented concurrently.
10. Need for the Project:
A. Need Groff
What groups or individuals will benefit from the project? What income level will you serve? How will you document
eligibility? CDBG recipients are required to provide documentation that the majority of the users have incomes at or
below the CDBG income limits. The current upper income limits for CDBG beneficiaries are shown in the table below.
Applicants for housing funds must describe how the project will ensure long-term affordability.
As the only HUD -certified Housing Counseling Agency in Marin County as well the only fair housing agency with a testing
program in the County, FHOM provides free services to all Marin residents protected under federal and state fair housing
laws. Historically, FHOM's fair housing services have been especially beneficial to Latinos, African-Americans, people
with disabilities, immigrants, families with children, female -headed households, senior citizens, and LGBT individuals.
FHOM'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 through which FHOM
contributes to decreasing incidences of discrimination and helps to protect the rights of members of protected classes.
During the previous grant period, approximately 90% of FHOM's clients were very low-income or low-income. FROM
expects to continue serving predominately low-income households. FHOM requests clients to self -certify their household
income and documents this information in an electronic database.
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 intervention/mediation, administrative complaints, or
lawsuits. The need for support throughout this process is a priority with our staff.
Household Income
Size I Limit
Date You
Are Funds
Date Funds Were
When
Source
Use
Amount
Applied
Committed?
Committed
Available
U.S. Dept. of HUD
Fair Housing
324,998
6/13
Yes
9/13
4/14
Van Loben Sels
Fair Housing
10,000
9/13
Yes
10/13
Immed.
U.S. Dept. of HUD
AFFH Training
124,999
6/13
Yes
9/13
2/14
9. Project Implementation:
Who will be responsible for implementing the project? How will it be implemented and what is the proposed schedule
for project implementation?
FHOM's new Executive Director, Caroline Peattie, will provide supervisory services and general grant responsibility.
Bilingual Intake Coordinator Karen Crump will provide intake for all client calls. Staff Attorneys Jessica Tankersley Sparks
and Katie Musich and Bilingual Housing Counselor Erika Reed will provide individual client services, investigate cases,
conduct systemic audits, and assist clients with filing administrative complaints. Ms. Peattie, Ms. Sparks, and Ms. Musich
will conduct AFFH training and training for the housing industry. Education Director Adriana Ames will supervise education
and outreach activities and literature distribution, organize housing industry trainings, fair housing outreach presentations
for agency staff and tenants and AFFH activities., and conduct human rights programs in local schools. Christine Lam,
Foreclosure Prevention Counselor, will provide foreclosure prevention/loan modification counseling and conduct
Foreclosure Prevention clinics. These activities will be implemented concurrently.
10. Need for the Project:
A. Need Groff
What groups or individuals will benefit from the project? What income level will you serve? How will you document
eligibility? CDBG recipients are required to provide documentation that the majority of the users have incomes at or
below the CDBG income limits. The current upper income limits for CDBG beneficiaries are shown in the table below.
Applicants for housing funds must describe how the project will ensure long-term affordability.
As the only HUD -certified Housing Counseling Agency in Marin County as well the only fair housing agency with a testing
program in the County, FHOM provides free services to all Marin residents protected under federal and state fair housing
laws. Historically, FHOM's fair housing services have been especially beneficial to Latinos, African-Americans, people
with disabilities, immigrants, families with children, female -headed households, senior citizens, and LGBT individuals.
FHOM'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 through which FHOM
contributes to decreasing incidences of discrimination and helps to protect the rights of members of protected classes.
During the previous grant period, approximately 90% of FHOM's clients were very low-income or low-income. FROM
expects to continue serving predominately low-income households. FHOM requests clients to self -certify their household
income and documents this information in an electronic database.
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 intervention/mediation, administrative complaints, or
lawsuits. The need for support throughout this process is a priority with our staff.
Household Income
Size I Limit
1
$59,100
2
67,550
3
76,000
4
84,400
5
91,200
6
97,950
7
104,700
8
111,450
B. Project Rationale: Why is this project needed? Will it assist an especially needy or underserved group?
FHOM is the only provider of fair housing counseling, enforcement, education, and testing activities in the county of Marin.
FHOM proposes to continue its work in Marin County, which has traditionally lacked diversity and affordability, with
Latinos and African-Americans living largely in two segregated census tracts. The County of Marin contracted with FHOM
to draft the County's 2010 Analysis of Impediments to Fair Housing Choice ("Al"). The Al concluded that Latino, Asian,
and particularly Black households are not moving into Marin County in appreciable numbers. Latino and Black renters
experience differential treatment in the housing market. Families with children also experience discrimination. 22% of
complaints from Marin County filed with HUD from 2011-2013 alleged familial status discrimination; 22% alleged race
discrimination; 13% of complaints filed during that same time period alleged discrimination based on national origin; 13%
alleged gender discrimination; and 56% of HUD complaints in Marin County involved disability discrimination as a
component. These percentages match the complaints FHOM receives: 53% involve disability discrimination as a
component; 21% national origin discrimination, 19% race discrimination, 17% familial status discrimination, and 10%
gender discrimination.
Marin County's immigrant population, and in particular Latino immigrant population, continues to grow exponentially. As
documented in the Al, immigrants in the rental market are particularly vulnerable to discrimination given that Marin County
has no rent ordinance or just cause eviction requirements. As noted above, in FY2012-13, 21% of complaints received by
FHOM alleged national origin discrimination. FHOM's bilingual housing counselor works with Spanish-speaking clients to
provide information on their fair housing rights and assist tenants with exercising those rights. FHOM has conducted two
audits to measure the extent of discrimination against Latinos in Marin. FHOM's most recent site test audit found that
Latinos experienced discrimination in 31% of their contacts with housing providers. Discriminatory practices included
offering fewer units, quoting higher rents, and instituting a longer approval process for Latino applicants. In 2005, FHOM
conducted the first major regional voice -identification audit under a FHIP grant. Based on voice recognition, housing
providers treated Latino applicants less favorably in 55% of calls. As a result of receiving a complaint from a Latina
woman who was turned away from an apartment complex in San Rafael and the audit testing at the same complex
yielding similar results, FHOM filed a lawsuit that resulted in a successful settlement. FHOM is currently finishing a similar
audit in Marin County during this fiscal year.
As identified in the Al, LEP persons must have access to information in their native language in order to understand and
exercise their fair housing rights. To better serve the needs of LEP persons, FHOM employs four bilingual staff members
fluent in Spanish. Further, FHOM has a protocol in place to provide multilingual counseling, education, and outreach
services. FHOM collaborates with community-based organizations to provide in-person translation services, and utilizes
the AT&T interpretation service to communicate with 175 languages not spoken by staff.
As a result of interviews with borrowers with loans from subprime lenders, FHOM discovered that many loans had
predatory features and some borrowers were unaware of the high cost of their loans. Black and Latino home loan
borrowers are subjected to higher denial rates, and Blacks and Latinos receive a disproportionately small share of prime
loans as compared to their share of Marin County's households. In FY2012-13, FHOM served over 300 clients with
foreclosure prevention services for a variety of results including 28 clients who received loan modifications.
C. Equal Opportunity_ For all projects, which demographic groups are least likely to apply, and what affirmative
marketing steps do you plan to reach them? (Affirmative marketing means analyzing which demographic groups are
least likely to apply and taking extra steps to market the program to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. Be sure to consider race, ethnicity, and disability, as well as other demographic factors; in your
analysis)
FHOM has identified the following demographic groups as less likely to apply for help, and more in need of affirmative
marketing: 1) Latinos, especially monolingual Spanish -speakers and immigrants who may not realize the extent of fair
housing protection against national origin discrimination; 2) African-Americans; 3) Asians; especially non-native English
speakers; and 4) people with disabilities, including senior citizens, who are unaware of the reasonable
accommodation/modification requirements of fair housing laws.
FHOM's affirmative marketing plan is rooted in ongoing publicity and building strong community partnerships. Because
FHOM has worked to further fair housing in Marin County for the last 30 years, many social service providers and
community advocates are familiar with the services FHOM provides.
To supplement existing outreach and marketing efforts to Latinos, FHOM will maintain its close relationship with Canal
Alliance and the Latino Council. Four FHOM staff members are fluent in Spanish, and FHOM's Bilingual Intake Counselor
conducts weekly on-site client counseling sessions at Canal Alliance. In 2014-15, FHOM will seek out the opportunity to
present fair housing information at meetings of Latino groups.
To better reach African-American clients, FHOM will work with the Action Coalition of Equity's Fair Housing Committee,
Grassroots Leadership Network of Marin, the Marin City Community Service District (including Manzanita Recreation
Center), and Women Helping All People, for literature distribution and presentations of educational programs.
To affirmatively market fair housing services to Asian clients, FHOM will continue to work with the Asian Advocacy Project
to provide information about legal protections for members of protected classes.
To build on existing marketing of services to people with disabilities, FHOM plans to continue to enrich its close working
relationship with the Marin Center for Independent Living. For the last four years, FHOM has provided MCIL with funding
to help clients make accessibility modifications.
As a general strategy, FHOM will update its 40 -page Landlord-Tenant/Fair Housing booklet in three languages (English,
Spanish, and Vietnamese) and distribute copies to agencies that work with members of protected classes. FHOM will also
regularly distribute other multilingual brochures, including those focused on reasonable accommodations and foreclosure
prevention. FHOM will continue to train staff at agencies who work with individuals in protected classes so that staff can
make appropriate referrals to FHOM when discrimination arises.
If this project involves housing, how will it affirmatively further fair housing?
FHOM 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, FHOM 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. FHOM conducted the 2010 Analysis of Impediments to Fair Housing
Choice for Marin County. With this project, FHOM plans to address impediments to housing choice, particularly those
based on disability, race, national origin, and familial status, by engaging in the following activities:
• FHOM will maintain an 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.
FHOM will maintain its website and ensure that it details the advocacy, programs, counseling and complaint intake services
offered to residents by FHOM.
FHOM will utilize its Spanish language materials in the provision of all fair housing education/outreach services within the
three counties to be served, and offer interpretative services to non-English speaking individuals who contact FHOM
seeking assistance.
FHOM 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 within the region,
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.
FHOM will continue to implement its fair housing education and outreach program within the region.
• FHOM 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.
• FHOM will make its staff available for guest speaker appearances on radio/television talk and feature programs, at
conferences and workshops throughout the region, when requested, and will disseminate fair housing literature
throughout the region through various methods as appropriate.
• FHOM will continue to monitor online housing advertisements in the region and provide education and advocacy that
discourages discriminatory advertising and statements practices in all forms.
• FHOM 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.
FHOM will maintain its testing program in the County, doing testing upon complaint and in random audits for national
origin and familial status discrimination. FHOM will be an organizational complainant and initiate administrative complaints
and/or lawsuits as appropriate, based upon testing evidence obtained.
• FHOM 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 within the region based on any protected class.
• FHOM 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.
The above activities will help to overcome impediments to fair housing choice by protecting people in protected classes
from discrimination in the rental market, increasing housing stability by fair housing advocacy and education for people
from protected classes, and expanding rental options available to families by helping to ensure open, diverse, and
equitable communities through continued outreach and enforcement.
If this project involves construction, discuss (1) your plans for recruiting women- and minority-owned firms to bid on
the design and development of this project, and (2) your plans to provide employment opportunities to low-income
people and businesses owned by low-income people.
D. Accessibility: What steps are you taking to make this project (and your overall program) accessible to people with
physical and other disabilities?
Located in downtown San Rafael, FHOM's offices are fully accessible and within walking distance of a major public
transportation hub. FHOM has a TTC relay phone number for clients with hearing impairments. FHOM will continue to
review its internal policies to ensure that its offices and services are fully accessible to all clients, regardless of physical or
mental disabilities.
E. Green Building For new construction or rehabilitation, what will you do to incorporate "green building" principles?
o For further information, please call Roy Bateman (473-6698). It's ok to call with any questions at any time.
o The current year's application form must be used.
o Completed applications may be mailed or hand -delivered to the Federal Grants Division, Marin County Community
Development Agency, 3501 Civic Center Drive, Room 308, San Rafael, CA 94903-4157.
Applications sent by fax or e-mail will not be accepted.
o This form can be expanded to accommodate additional text, but we encourage you to be brief. You may attach
supplementary material. If you need more space for several questions, please answer all questions in sequence.
If you'd like to download this form as a Microsoft Word document, visit www.marincdbg.com or
www.co.marin.ca.us/depts/CD/main/comdev/FEDERAL/index.cfm.
Don't forget to fill out the Organization Profile form.
All County publications are available in alternative formats (Braille, large print; or CD) upon request. Requests for
accommodations may be made by calling (415) 473-4381 (Voice), 473-32.32 (TDD/TTY), or by e-mail at
disabilityaccess@marincounty.org. This form and other County documents are available in alternative formats
upon request.
DEADLINE: APPLICATIONS MUST BE RECEIVED BY FRIDAY, DECEMBER 13 2013, AT 5 P.M.
Remember that we don't accept e-mailed or faxed applications.
K.ACycie1.40 i4 Cyci .Grant Apps a'ic,s\2014 '5 CnBC A[ r catler Fcrrn_6cc,-c,
FAIR HOUSING OF MARIN
615 B Street
San Rafael, CA 94901
415-457-5025
Preparation date: December 3, 2013
FAIR HOUSING OF MARIN
COMMUNITY DEVELOPMENT BLOCK GRANT 2014-2015
Personnel
Executive Director
Intake Coordinator
Fair Housing Counselor
Staff Attorney
Education Director
Subtotal
Benefits and payroll taxes 0.23
Total Personnel
Indirect Costs 31.80% of Personnel Costs*
Rent Expense Allocated to Program Costs
Subcontractors
Supplies and local travel
Total
Project Budget
$ 5,000
18,000
1,800
3,000
5,000
32,800
7,544
$ 40,344
12,829
8,500
1,000
180
$ 62,853
. This provisional rate is currently being negotiated with HUD/Heath & Human Services
FAIR HOUSING OF MARIN
ANNUAL REPORT: FISCAL YEAR 2012-13
y The Numbers
Between July 1, 2012 and June 30, 2013, Fair Housing of Marin fielded a total of 1,208 inquiries from
tenants, homeowners, social service providers, and advocates across Marin and Sonoma Counties.
Nearly three out of every four inquiries were lodged with regard to rental properties, 27% related to
homeownership or lending. Of these inquiries, 243 were housing discrimination complaints.
By far, the majority of housing discrimination complaints
(128 out of 243, or 53%)received by FHOM during the last
fiscal year alleged differential treatment on the basis of
disability. FHOM took 52 complaints of national origin
discrimination (21% of inquiries), 46 complaints of race
discrimination (19% of inquiries), and 41 complaints of
familial status discrimination (17% of inquiries).' FHOM also
received 25 complaints of gender discrimination, three
complaints regarding age discrimination, two complaints
alleging source of income discrimination, and one complaint
alleging discrimination on the basis of ancestry. Through our
Housing Counseling Program, we intervened in 24 rental
housing matters on behalf of tenants, requested 27 reasonable
accommodations (of which more than 3/4 were granted), and
referred 12 housing discrimination complaints to the federal
Department of Housing and Urban Development or the
California Department of Fair Employment and Housing.
At A Glance
• 1,208 clients served
• 243 housing discrimination
complaints
• 21 reasonable accommodations
granted
• 12 reasonable modification
requests funded
• 148 housing providers trained
• 12 administrative complaints filed
• 3 complaints settled for a total of
$33,000
• 28 loan modifications negotiated
• $12,000 recovered for homeowners
through the Independent
Foreclosure Review
Forty-three percent of FHOM's clients were non -Hispanic White; 37% were Latino. An additional 12% of
clients were Black/African-American.
Through our Foreclosure Prevention Program, we served 271 homeowners facing foreclosure, counseled
135 homeowners through the Keep Your Home California program, and successfully procured loan
modifications on behalf of 28 homeowners. FHOM also assisted two homeowners with recovering
$12,000 total through the Independent Foreclosure Review Program.
Our fair housing literature reached more than 6,460 English, Spanish, and Vietnamese -speaking
households. FHOM conducted 10 fair housing law and practice training sessions, providing
comprehensive fair housing education for 148 housing providers. In addition, FHOM made fair housing
presentations to 130 tenants and staff at social service and/or advocacy organizations. FHOM reached
700 schoolchildren through our Storytelling Program, and successfully lobbied for passage of fair
housing proclamations by 12 Marin municipalities
' As some complaints alleged discrimination on more than one basis, aggregate percentages exceed 100.
Who We Help
/ A client called FHOM after he had contacted a landlord in response to an ad for an affordable one -
bedroom apartment in a great neighborhood, close to his job and social network. During the initial
phone call, the landlord seemed interested in having the client view and apply for the unit. However,
when the client mentioned his young daughter spent some weekends in his home, the landlord
immediately stated the apartment would no longer work for him. Testing by FHOM confirmed the
landlord employed a discriminatory occupancy policy that effectively denied housing to families with
children. FHOM represented the client in an administrative complaint, which was ultimately resolved
through a mediated settlement that included monetary damages, fair housing training, and a policy
change.
FROM settled two administrative complaints alleging race discrimination on the basis of an
innovative Race/Voice Identification Audit conducted in Solano County and the City of Richmond.
FHOM's investigation uncovered evidence that multiple housing providers consistently offered White
testers lower security deposits, lower or non-existent minimum income requirements, increased
availability, more flexible lease terms, and more information about amenities and encouragement to
apply than similarly -situated African-American testers. For example, at one property, a leasing agent
told an African-American tester that the security deposit was nearly $1,000, and that there was a 3x
monthly rent minimum income requirement. In stark contrast, the White tester was told that the security
deposit could be as low as $500, and that there was no minimum income requirement. At another
property, leasing agents provided African-American and White testers with different applications: only
the African-American tester was asked whether he had any criminal convictions. Based on evidence of
pervasive and systemic race discrimination across two counties, FHOM filed agency administrative
complaints. FHOM ultimately settled these complaints for a total sum of $29,000, which was used by the
agency to continue to affirmatively further our fair housing efforts.
FHOM intervened on behalf of a disabled, African-American senior citizen in subsidized housing
facing eviction over the holidays. FHOM successfully negotiated an agreement with the property
management company to save the client's home and connect her with social service providers who could
help her remain stable and housed in the future.
~`FHOM successfully acquired a loan modification for a homeowner, which allowed the homeowner
and his elderly father to stay in their San Rafael home. A native of Haiti who struggled with language
barriers, the homeowner came to FHOM when faced with pressing deadlines from his lender to submit
paperwork following a default notice. His default resulted from economic hardship following the theft
of his car and his identity being mistaken and leading to an unlawful arrest; the ensuing legal defense
and the purchase of a new car drained his resources. FHOM assisted the homeowner with
understanding his paperwork and submitting his loan modification documents on time. FHOM also
collaborated with the homeowner's lender to ensure proper facilitation of the loan modification
documents. The lender granted the homeowner a principal reduction of $600.00/month and a lowered
interest rate.
Organization Profile - 2014-15 Data Collection Pilot
The County of Marin is interested in more deeply understanding the population demographics of those who staff,
govern and/or utilize the services of Community Development Block Grant (CDBG) and HOME Program grantee and
applicant organizations. More deeply understanding these demographics will address some of the topics highlighted in
the 2011 Analysis of Impediments to Fair Housing in Marin.
The data gathered on this form will NOT determine an organization's likelihood to receive CDBG or HOME funding. If
you do not collect or do not wish to share the demographic information requested, please check the appropriate box
below. We hope you will be able to participate in this pilot project. If you have completed a similar organization profile
form when applying for foundation grants in Marin, feel free to use the information collected for those forms if
submitted within the last 12 months.
Name o Organization: Fair Housing of Marin
—My organization does not gather demographic data. —My organization does not wish to share demographic data.
Income of Level of Clients Your Or Serves %
(Please use the federal income guidelines on the reverse of this page.)
Very low income people
79.5%
Low income people
9.5%
People above the low income limits
11%
Percentages (%)
Clients Your
Organization
Serves
Clients for
this Project
Support
Staff
Professional Board
Staff
Advisory
Committee
Ethnic/Racial Demographics
Asian-American/Pacific
Islander
2%
2%
11%
African-American/Black
7%
7%
14%
Caucasian/White
53%
53%0
100%
78%
86%
Native American
.7%
.7%
Mixed Heritage
.4%
.4%
Unknown other
36%
36%
11%
TOTAL %
100%
100%
100%
100%
100%
100%
Latino/Hispanic Origin
Of Latino/ Hispanic Origin
32%
32%
33%
NOT of Latino Hispanic Origin
68%
68%
100%
67%
100%
TOTAL % 100% 100%
rn - ,mom ,2 �_`
Age
100%
• � . a
100%
100%
100%
-
0-5 years old (We do not specify
6-17 age of childrent, so # is
aggregated)
28%
28%
18-24 (no specific age info. for
non -senior adults
61.5%
61.5%
25-59
1000/)
100%
71%
_60+
10.5%
10.5%
29%
TOTAL%
100;
100
100%
0Ci:
100%
100
-.
Gender
K -
i
Female
630/%
630/,,-
100%
890/0
71%
Male
3730
37
11%
29%
al %
oDis!abtd�?�67
100%
j 48%
100°/a
48°';
100%
100°rb
100°h100%
220X�
14%
100°%
Organization Profile - 2014-15 Data Collection Pilot
Involvement of Clients Your Organization Serves Percent of Board Committee Members Who Are Clients
On Governing Board 0%
On Advisory Committee N/A
Income Limits
Household Size
Very Low Income Limit
(�50% of Median Income)
Low Income Limit
(�--80% of Median Income)
1
36,950
59,100
2
42,200
_
67,550
3
47,500
76,000
4
52,750
84,400
5
57,000
91,200
6
61,200
_
97,950
K:\Cycle\2014 Cycle\Grant Applications\2014.15 Organization Profile Form.Doc/roy
41AIRIN COUNTY COMMUNITY
DEVELOPMENT
PROPOSALBLOCK GRANT (CDBG)
2014-16
Project Name: Countywide h z>id 2.
Rehabilitation Loan
3. Project Sponsor: Housing Authority of the
County of Marin
Contact Person: Kimberly Carroll
Title: Deputy
Mailing Address: 4020 Cift,
San Ria a 1, CA X49 r<+ i io`
Telephone: (z;'!6',1491-2348 Ext.
Pax: ° 14 r ^"
E-mail: Iti <rroll+r}r niriiihawrg.org
Total Amount Requested:
Non -housing proposals must
specify the amount requested
from each planning area.
For non -housing projects only:
Funds
Requested
Lower Ross Valley Planning Area
$ 35'11')00
Novato Planning Area
$X30,0{00
Richardson Bay Planning Area
$ 45,000
San Rafael Planning Area
$140,000)
Upper Ross Valley Planning Area
$ 33,000
West Marin Planning Area
$ 15,0,00
€",ountywkle Housing
$1%000
All future announcements will be sent to you by e-mail, unless you indicate otherwise: ® Please send by mail.
The County of Marin is committed to encouraging new grant applicants. Please call us at 473-6698 for advice about our
requirements and what to emphasize in your application, and consider attending one of our informational workshops. HUD
requires that all CDBG projects engage in affirmative marketing. That means analyzing which demographic groups are
least likely to apply and taking extra steps to market the program or project to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. The goals of affirmative marketing are to enhance neighborhood diversity and to support the County's
commitment to affirmatively furthering fair housing and equal opportunity.
The concept of fair housing encompasses both federal and state laws that prohibit housing discrimination. The federal Fair
Housing Act prohibits discrimination in the sale, rental, and financing of dwellings, and in other housing -related
transactions, based on race, color, national origin, religion, sex, familial status (including pregnancy and the presence of
children), and disability. In addition, state law prohibits housing discrimination on the basis of age, ancestry, marital status,
medical condition, source of income, sexual orientation, gender expression, gender identity, and many other categories.
4. Project Location: (Precise street address). For housing and capital projects, include the year the building was
constructed and the Assessor's Parcel Number.
The Residenti-ni Rehabiiiiation Lo, ,,,i F-°,,, r ,'�-s home repair and property improvement loans throughout Marin
County to low-income owner occupo.'Jf"Z �s s�� i >r si!y homes, floating homes docked in approved berths, mobile
ho—,7- !-). aced wi','hin mobile home par s i A non -profit -sponsored group homes serving special populations.
repair Ic !p to $35,000 to very low
ins. nom,-,-,, 'Yr Iit gl uup i -K, .i w <azake and necessary home repairs,
corre :i subsr-� �. .. i3<:� _ �,� r ditions and el, r -tate hea'�'h safety hazards. Borrowers must be the owner -
occupants of the horn and tpii below the very-lo�.=r income lirr03 per current HUD Area Median Income Schedule.
Eligible work includes the repair or upgrading of e;:it ti g plumbing, heating and electrical systems, roof repair or
replacement, correction of foundation, drainage, d° -u rot and termite -related problems, emergency and/or stosnn-related
repairs, energy and water conservation measures, ADA improvements fc:r wheelchair accessibility such as ramps and
showers. Homeowners and nonprofit group home sponsors receive technical assistance frorr s=taff in dete riming the
scope of needed repairs, consultation with local building departments, development of cosi e:-,--irnates, obt Jniirlg of
bids and contracting for the repairs, monitoring and inspecting the work cinder ecnstruction awl iG! uut mp l c c ress
pavments for labor and materials. The specific repayment terms of each loan are tailored to fit the home 's
Financial circumstances.
Over the past 38 years, the I'lesidienfia! Rehabilitation Loan Program has received 1,394 applications and has made
lo,-!ris totalir,.;-
Z further advances on exJ-,,ting loans totaling $494,037,
6. Total Project Cost: (Include all costs for this particular project regardless of source.)
loucd CDBG funds requested are $500,000. Of this amount 1 50, 000 is reqUE i rom the Countywide Housing
fo- to be ,nndn available throughout the 00L!htt , and a cnmt si to"al of $350,000 is requested from
1 Pianoing Areas for additional loans to be made each Piaiii Jilg k'fea
Budget must include an itemized estimate of how you would spend the CDBG amount you are requesting, as accurate
and comprehensive as possible. For example, land or building acquisition costs, construction costs, remodeling costs,
architectural and engineering fees, salaries, administrative expenses, etc. For rehabilitation or construction
projects, you must include a contractor's written bid or other equally reliable cost estimate, using Davis -
Bacon wage rates it applicable. If your project includes residential rehabilitation, describe your plans to comply with
federal lead paint regulations.
!.-iciividual rehabilitation ijans �,-n of $35,000. The Euro„ -' rr.Auested will provide ioaii
funds for approxim�Di,Iy 20 nev, !Dant,,3 at an a-icera;qp, amount of $25,000.
Administrative costs to run the program totaled $220.000 for the last 12 -month period. These costs support three staff
mcn,ib,-'s. cenl c�d offic:e,, co, ts, diep?= mental :)plies and marketing expenses.
8. Other Sources of Funds for this Project: Include amount, source, use, status, and timing of funds other than CDBG
funds, if applicable. Have you applied for the other funds? Are the other funds firmly committed for this project?
",!iarin Comm. Fdn
am
MM� . M
Date You AreFunds Date Funds Were When
Amount Applied Committed? Committed Available
$1,303K 996 Yes, Qu' -
199C
Project Implementation:
Who will be responsible for implementing the project? How will it be implemented and what is the proposed schedule
for project implementation?
rul,riri Housing Autho-ity adni'vii-t-n-, Residential R,,hiabiiitatk-)n Pro_, ; r and is respoo-Jtll�tr�. its
im0eu;an.0-tion throuclfl)00t thir' The staff incljde. loiiu��,,vnership Progra,,'ns ' ',��'ipeda lists, a h0f'-
t4-tv-, Pr nns SerN;';1c'--'-- ..,,.,,th support provicle,lay Gen--,�,ral Services and "�.C.�O'Anting I he procr,',,-,n
has in in-�i',1,-iy r; ars anJ iF c-.Mtinually evolving tc, �,elect current constructi,-.� , codes,
guidelines aria practices in accordance with HUD requirements and industry standards.
Mzm�k�
A. Need Group
What groups or individuals will benefit from the project? What income level will you serve? How will you document
eligibility? CDBG recipients are required to provide documentation that the majority of the users have incomes at or
below the CDBG income limits. The current upper income limits for CDBG beneficiaries are shown in the table below.
Applicants for housing funds must describe how the project will ensure long-term affordability.
Household
Size
Income
Limit
1
$59,100
2
67,550
3
76,000
4
84,400
5
91,200
6
97,950
7
104,700
8
111,450
Since 2001, the prograrn has sur- ciflcalry benefited vee.i low-income homeowners and n�€� �3�`z:��if- t7oriwored group
horn .-, se.,vir a eery low ineorrie s�-. ,ial populations. Eve: ry Nousehold assisted through the pr(x,i am ha,-3 income well
below 801i_ of rn dian with tt4� i,riaj =il j (9 'o) below _0 ru. r i iedian. The a� �g age household is 3 °'c of ;median.
Eligibility is doci i, rig ,, ,_� d in a person,.,' in,ury iew condo a�d v,'Oi each applicant in original tax returns, pay stubs,
assistance payments and all other sources of income are revi(Cyd and copied to thy. file.
The program ensures long term affordability in two ways: 1)byproviding low-cost financing that enables a low-income
apair and mainte.lo his/her horn-io order to continue to reside in it; and 2) h chiding the option of
x I .;. ipai and interest re, th, r t�v k,.€:���,+ing the borrower to avoid unaff�orwi .hi:. !pan payments. Staff
works closely with other social service agencies in identifying and assisting clients who include:
�e.r; "ti a i, DJsah.'-;-i: The pros r,,n assists eld i, disabled homeowners on fixed (often to
ret a, unsafe conditions in thea i ., r;z , catch up c= i cf i c Rl deferred mainteri a, acv, and install
implr.ovements, so that they ma „W in place In 0y, cas „ t.. :ability to install building
manes the critical difference in en �Lling a homeowner to rem. } n in his/icer own home.
Female Head of Household: Fes. Eilies with only one head of household often face an insurmotriancial
obstacle when facet` with urger,", ;F= ded home reps ; �w. In some c �, gas having to sell and of the
County may be the o ily o:ternae .,a.
Special Populations: I e p u . ., t i� availabic _ ,eci group homes s�rviltp; populations,
includini the develoon,,, .i;ia.th� v ... evd, menlu 1i ill and troubled youth, most of whom only i �,�;�:��� SSI.
B. Project Rationale: Why is this project needed? Will it assist an especially needy or underserved group?
, n'iti"i continually es� Mating real estate prices and the resulting decrease in affordabk,, h=r;i!_:ing, the Rehm') Loan
Program is thio only way for low-income ho,-neowners, often elderly citizens on fixed incomes who pu,,chased their
honi�= r;-any yce: jr, ago, to retfin ownership of their affordabl(i horn and maintain til-sir property in a safe and livable
condition while allowing tnerri to age in place.
Most 1, w-incorie homeowners are unaf)le to quailifVfor conventional property improvement loans and thereforecannot
p(ziform the rnaintenanii ,-; required to prese-Ir,e their homes in good condlition. In addition, lend;,.. uric lliflg to lend
or{ „ Mobile horses and fi nating homes.. hi Rehab Loan Frogtram is the only recourse for all of h,_,,se oxsteec.v viren
fa ,�d with home repair emergencies. It tori also be used to i ripl.-Nn ,mt enr oy efficiency measures to lower er*,-gy
costs which can Fay prohibitive for !ow-incoi,ie, homeowners.
C. Equal Opportunity: For all projects, which demographic groups are least likely to apply, and what affirmative marketing
steps do you plan to reach them? (Affirmative marketing means analyzing which demographic groups are least likely
to apply and taking extra steps to market the program to those groups. One aspect of affirmative marketing is
implementing strategies to make your program more welcoming and comfortable to the groups which are least likely to
apply. Be sure to consider race, ethnicity, and disability, as well as other demographic factors, in your analysis.)
Racial and ethnic minorities are underrepresented in the Rehab Loan Program which refs ,_:, their low homeowners)
stetF_ftic-. F`rogr . n �pplicadorr� and brochlj,, e ../.. _. a i. ab;e io Spanish and VietnameZ vvell a-z-, English and are
disseminated thrci;agh senior c�-,niters, concenters, Hispanic agencies, social serve „--,vJes, lawyers for the
els , E;°, senin- resource dir .�a, `, moKi,.� hc, ne and floating home site management offices, PC 1 lily ries and
,,; erpreters aE? ) i�€�a is HA Staff.
If this project involves housing, how will it affirmatively further fair housing?
By serving io n.. s :ori ��e households who are underrepresented as horneowne ; in th;, . i sigh-priced real estate market of
Marin County, the F r . ,gram furthers fair housing by providing the means fe t hl,- ;-A to remain in their homes. However,
this means that the majority of borrowers are elderly who were able to h!;", ir; air homes years ago but are now very
low-income. It is next to impossible for current low-income prospectivE to buy into this market unless it is
by purchasing a Below-Market-Rate housing unit anc ing into the r,-., " assistance programs available
through MHA. In order to reach th;m demogra,e, - r, -i , _ i :.me guidelines for the
Rehab Loan Program were expp ,.ped from ver, . i4 );�' .�C•hi) to ..e �Ci, � .hill) for l t�tR o,�=vers and a fully
amortized repayment plan requs,es. Several Loans haves., cn m-,de to EI;,iR owi;ers to cover the cost of
special assessments for exterior repairs = " l i!ity and energ improver,-,,,its and other necessary
upgrades, thereby allowing them to remai;; in their ;fomes.
if this project involves construction, discuss (1) your plans for recruiting women- and minority-owned turns to bid on the
design and development of this project, and (2) your plans to provide employment opportunities to low-income people
and businesses owned by low-income people.
.A list of contractors who have worked succes,�fully on rehab loan prqjeci�s is hy staff and continually
updated. RFPs have beer, out in tho past to o1ract tvomen and minonl,v constru,-,��n rompanies to add to the list.
The list /mbonded/obo/novma��toraquea/neoon�mendo��nnand we�ug�eo�We�theyno8c��/eebkb�
be�x�a��nm�ucon�auL 77�auhm�eo�oonh�c/o�howewe�/su/dn,mbs/yupb»�ho/�u/ne�mmecfo/��/oa�n0n-
hechn/oa/pnojeo/nundar�50�hnmeowmaro/n��u�ouo8oeosad/ou+/h�omelaborers orhsndy�eqo/�
D, 8gqp��:What steps are you taking to make this project (and your overall program) accessible to people with
physical and other disabilities?
Accessibility tothe Rehab|ihaMonLoenPrognam�J;iphyeical enauredbythe fac\ma'all of
themonbantbehweenetsffonddienttskesp|aoeinthso|van[ohomeoroverthohn|ephunabutofficeviakstuourhu!ly
accessible ore also K8ost impo/tanMy. Program Rehab Loan �roQr�iaideal fu, instUin
aQ ecoemsibi|i�y
impxovamenL,11muchasonabramps, electric stai,.- J�s, handicapped showers, doorwioening and ki(chen
modifications. Evenhave been installed when needed.
E. Green BuildinT. For new construction mrrehabilitation, what will you dwto incorporate "green building" principles?
Whenever and wherever feasible, "green holding" principles will be applied and implemented to assure the highest
possible energy ef oianuyoftheueeo/nna0lodaand materials least dJiururhveVaMheanWrunme�t
Typical improvements include insa 11ation (l':* high-effi�ency windows and appliances, inaule0ioo if; vio,|!s,ceUinyaand
floors, low -flow toilets and whowerhep�ds.and weather-mtriPping.
o For further information, please call Roy Bateman (473'SSOO). It's oktocall with any questions etany time.
o The current year's application form must beused.
n Completed applications may be mailed or hand -delivered to the Federal Grants Division, Marin County Community
Development Agency, 35D1Civic Center Drive, Room 3U8.San Rafael, CA 94003-4157,
o Applications sent byfax ore-mail will not be accepted.
o This form can be expanded to accommodate additional text, but we encourage you to be brief.You may attach
supplementary material. If you need more space for several questions, please answer all questions in sequence.
If you'd like to download this form as a Microsoft Word document, visit www.marincdbg.com or
vmxmv.00.marin.ms.us/deptn/CO/main/uomdev/FEOERAL/indax.ofm
o Don't forget to fill out the Organization Profile form.
n All County publications are available in alternative formats (Braille, large print, or CD) upon request. Requests for
accommodations may bamade bycalling (415)473-4381 (Voioe).473-3232(TDO/TTY).orbye-mail od
disabi|ityacoeas@mahnoounty.org This form and other County documents are available inalternative formats
upon request.
Organization Profile - 2014-15 Data Collection Pilot
The County of Marin is interested in more deeply understanding the population demographics of those who staff,
govern and/or utilize the services of Community Development Block Grant (CDBG) and HOME Program grantee and
applicant organizations. More deeply understanding these demographics will address some of the topics highlighted in
the 2011 Analysis of Impediments to Fair Housing in Marin.
The data gathered on this form will NOT determine an organization's likelihood to receive CDBG or HOME funding. If
you do not collect or do not wish to share the demographic information requested, please check the appropriate box
below. We hope you will be able to participate in this pilot project If you have completed a similar organization profile
form when applying for foundation grants in Marin, feel free to use the information collected for those forms if
submitted within the last 12 months.
I Name of Organization: HOU1GAunic, )RITY OF THE COUNTY OF MARIN
My oreanization does not eather demogranhic data. My nrg;ini7.itian dne-q not with to qh;irp fipni narnnhir- dAt
Income of Level 9f Clients Your Or Serves % (Please use the federal income guidelines on the reverse of this page._
Very low income people
Low income people
People above the low income limits
Percentages Clients Your Clients for Support Professional Board Advisory
Organization this Project Staff Staff Committee
Serves
Ethnic Racial Demo qraphits
Asian-American/Pacific
281/0
Islander
African-American Black 6 P/10 190/1,
26%
Caucasian/White 730V "A
74%
Native American
Mixed Heritage
Unknown other
TOTAL °/O 0 304';v i 0 11) 0
slim=, imam
Latino lHis panic Origin
Of Latino/ Hispanic Origin
0
NOT of Latino/ Hispanic Origin `)01 1001111i,
TOTAL % .00 :,o 00"
URI'
RON
T",
2-
IN E
Age
0-5 years old 5
6-17 17�r.
18-24 -1 -
25-59 91 39%
60+
TOTAL %
1
IM i �1 RON` PRO- INT MF— Mb
Gender
Female 70% 4? 0/. 58% 85%
Male' 2'`
3
u%
Total % i 0' 00 lit)
R
MRN
T
140 ,
Disabled 28% 30% 1 0 0 23% 1
Involvement of Clients Your Organization Serves Percent of Board Committee Members Who Are Clients
On Governing Board 30%
On Advisory Committee —90%
Organization Profile - 2014-15 Data Collection Pilot
Income Limits
Household Size
Very Low Income Limit
x50% of Median Income
Low Income Limit
z80% of Median Income
1
36,950
59,100
2
42,200
67,550
3
47,500
76,000
4
52,750
84,400
5
57,000
91,200
6
61,200
97,950
K:AC}'cle\2014 CydeVGrant Applications\201.1-15 Organization Profile Perm.Doc jroy
MARIN COUNTY COMMUNITY DEVELOPMENT
BLOCK GRANT (CDBG) PROPOSAL
2014-15
Project Name: Residential Accessibility Modification Program 2. Total Amount Requested: $30,000.00
3. Project Sponsor:
Contact Person:
Eli Gelardin
Title:
Executive Director
Mailing Address:
710 Fourth Street
San Rafael, CA 94901
Telephone:415-459-6245 Ext. 14
Fax:415-459-7047
E-mail:mcileli@gmail.com
Non -housing proposals must
specify the amount requested
from each planning area.
For non -housing projects only:
Funds
Requested
Lower Ross Valley Planning Area
$
Novato Planning Area
$
Richardson Bay Planning Area
$
San Rafael Planning Area
$
Upper Ross Valley Planning Area
$
West Marin Planning Area
$
Website (optional):
All future announcements will be sent to you by e-mail, unless you indicate otherwise: ❑ Please send by mail.
The County of Marin is committed to encouraging new grant applicants. Please call us at 473-6698 for advice about our
requirements and what to emphasize in your application, and consider attending one of our informational workshops. HUD
requires that all CDBG projects engage in affirmative marketing. That means analyzing which demographic groups are
least likely to apply and taking extra steps to market the program or project to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. The goals of affirmative marketing are to enhance neighborhood diversity and to support the County's
commitment to affirmatively furthering fair housing and equal opportunity.
The concept of fair housing encompasses both federal and state laws that prohibit housing discrimination. The federal Fair
Housing Act prohibits discrimination in the sale, rental, and financing of dwellings, and in other housing -related
transactions, based on race, color, national origin, religion, sex, familial status (including pregnancy and the presence of
children), and disability. In addition, state law prohibits housing discrimination on the basis of age, ancestry, marital status,
medical condition, source of income, sexual orientation, gender expression, gender identity, and many other categories.
4. Project Location: (Precise street address). For housing and capital projects, include the year the building was
constructed and the Assessor's Parcel Number.
Marin Center for Independent Living is permanently housed at 710 Fourth Street, San Rafael, CA. Services are provided
throughout Marin County at client's houses and apartments.
5. Project Description:
The Residential Accessibility Modifications Program of Marin -CIL serves Marin residents with disabilities by increasing
housing accessibility. The majority of clients have orthopedic, visual or hearing impairments, environmental illness, HIV+
or AIDS or are frail, elderly people. This program has been in operation for thirty years. Services are provided to
individuals who are at risk of losing their independence and being confined in nursing homes without the modifications.
Marin CIL is the only agency in Marin that directly assists people in this manner.
6. Total Project Cost: (Include all costs for this particular project regardless of source.)
Personnel CDBG Other Sources Total
Supervision
Access Counselor
$ 9,000
$ 9,000
Benefits
$ 3,000
3,000
Total Personnel:
$12,000
12,000
Operating
Occupancy, Postage, etc.
$ 6,000
$ 6,000
Modification; Labor, $30,000
$20,000
$50,000
Permits, Fees
Total Operating: $30,000
$26,000
$ 56,000
Total Project: $30,N0
a8_0 0 0
$_68,000
Project Budget for CDBG Funds:
Budget must include an itemized estimate of how you would spend the CDBG amount you are requesting, as accurate
and comprehensive as possible. For example, land or building acquisition costs, construction costs, remodeling costs,
architectural and engineering fees, salaries, administrative expenses, etc. For rehabilitation or construction
projects, you must include a contractor's written bid or other equally reliable cost estimate, using Davis -
Bacon wage rates if applicable. If your project includes residential rehabilitation, describe your plans to comply with
federal lead paint regulations.
All CDBG funds are spent on permanent residential home modifications for seniors and people living with disabilities.
Examples of the type of projects include, but are not limited to:
Ramp installation -- approximate cost $5,500
Roll in shower system -- approximate cost $6,000
Exterior railing and stair repair -- approximate cost $6,500
Exterior wheel chair lift -- approximate cost $6,000
Interior barrier removal -- approximate cost $2,500
Safety rails -- approximate cost $2,500
8. Other Sources of Funds for this Project: Include amount, source, use, status, and timing of funds other than CDBG
funds, if applicable. Have you applied for the other funds? Are the other funds firmly committed for this project?
Source Use
Bob Roberts Grab bars
Client Asst Fund Small repairs
Date You Are Funds
Amount Applied Committed?
Up to N/A Yes
500.00
Date Funds Were
When
Committed
Available
Program began
Available
7/1/2008
now
9. Project Implementation:
Who will be responsible for implementing the project? How will it be implemented and what is the proposed schedule
for project implementation?
Roland Rouda, Assistive Technology Advocate, with the supervision of the Executive Director is responsible for the
implementation of this ongoing project. Household eligibility requirements (income verification, contractor bidding
estimates, and lead toxicity analysis) are documented and maintained on file at Marin CIL. The project is ongoing, and
access modification services are provided to eligible households on a first-come, first -serve basis. Awaiting list is also
maintained.
10. Need for the Project:
A. Need Group
What groups or individuals will benefit from the project? What income level will you serve? How will you document
eligibility? CDBG recipients are required to provide documentation that the majority of the users have incomes at or
below the CDBG income limits. The current upper income limits for CDBG beneficiaries are shown in the table below.
Applicants for housing funds must describe how the project will ensure long-term affordability.
Household
Size
Income
Limit
1
$59,100
2
67,550
3
76,000
4
84,400
5
91,200
6
97,950
7
104.700
8
111,450
Project beneficiaries are Marin residents who are living with all types of disabilities. Seventy-
five percent of qualifying households have annual incomes of under $23,000. Households not
meeting the CDBG guidelines for assistance receive counseling, advocacy and information
and referral. Eligibility is documented through verification of household income. This project
ensures that local housing becomes accessible. Annually, an average of five households are
assisted with permanent installations, while an additional 5 households are wait -listed for
services as funding permits.
B. Prosect Rationale: Why is this project needed? Will it assist an especially needy or underserved group?
The need for residential access is far-reaching and not limited to the minority who use wheelchairs and crutches in their
youth and middle age. Most housing has not been designed for the entire human life span. Homeowners need
modifications as they age. Without access, they often lose their ability to function independently and safely. Too many
seniors and people who live with disabilities are in board and care facilities simply because they use wheelchairs, require
assistance in the bathroom or have injured themselves when they did not have access to the simple modifications which
are provided by this project. A common factor shared by all disabled renters and many seniors is the absolute need for
access in combination with the scarcity of available accessible rentals. The most profound effect of this program is the
steady increase of accessible housing that is created with each job the program completes, meeting the needs of the
current and future residents
C. Equal Opportunity: For all projects, which demographic groups are least likely to apply, and what affirmative marketing
steps do you plan to reach them? (Affirmative marketing means analyzing which demographic groups are least likely
to apply and taking extra steps to market the program to those groups. One aspect of affirmative marketing is
implementing strategies to make your program more welcoming and comfortable to the groups which are least likely to
apply. Be sure to consider race, ethnicity, and disability, as well as other demographic factors, in your analysis.)
All consumers of MCIL are people with disabilities, a protected class, as defined by HUD. In addition MCIL engages in
outreach to underserved communities in Novato, the Canal Area of San Rafael and Marin City. MCIL is currently
partnering with Community Action Marin and Marin Grassroots Leadership Network to promote the "We Are Marin"
campaign. The campaign centers on storytelling of individuals who have faced housing discrimination in several areas
including racial profiling, disability access and reasonable accommodations. These stories are being collected on the
County of Marin's website. In addition our 3 organizations organized the first county wide festival "We Are Marin". The
Festival will bring diverse community members together to celebrate Art, Food and Culture. The 2013 Festival had to be
cancelled the day of the event due to rain. Planning for the 2014 Festival is underway. As part of the festival MCIL will be
promoting our services and advocacy. The agency has staff who are culturally and linguistically fluent in Spanish. We also
have access to a Vietnamese volunteer. MCIL works very closely with Canal Community Alliance, Community Action
Marin, Asian Advocacy Project and Marin City Community Development Corporation.
If this project involves housing, how will it affirmatively further fair housing?
If this project involves construction, discuss (1) your plans for recruiting women- and minority-owned firms to bid on the
design and development of this project, and (2) your plans to provide employment opportunities to low-income people
and businesses owned by low-income people.
D. Accessibility: What steps are you taking to make this project (and your overall program) accessible to people with
physical and other disabilities?
Marin -CIL is committed to increasing access for people with all types of disabling conditions. In this role, the agency
advocates for individuals whose disabilities necessitate ongoing physical and programmatic understanding, support and
access from the community.
E. Green Building: For new construction or rehabilitation, what will you do to incorporate "green building" principles?
Typical residential property rehabilitation services provided to low income, underserved households by program are quite
limited in scope (e.g., ramp and wheelchair lift installations; widening doorways; enhancing bathroom access, etc.), "green
building" principles will be encouraged and applied whenever possible
o For further information, please call Roy Bateman (473-6698). It's ok to call with any questions at any time.
o The current year's application form must be used.
o Completed applications may be mailed or hand -delivered to the Federal Grants Division, Marin County Community
Development Agency. 3501 Civic Center Drive, Room 308, San Rafael, CA 94903-4157.
o Applications sent by fax or e-mail will not be accepted.
• This form can be expanded to accommodate additional text, but we encourage you to be brief. You may attach
supplementary material. If you need more space for several questions, please answer all questions in sequence.
If you'd like to download this form as a Microsoft Word document, visit www.marincdbg.com or
www.co.marin.ca.us/depts/CD/main/comdev/FEDERAL/index.cfm.
Don't forget to fill out the Organization Profile form.
All County publications are available in alternative formats (Braille, large print. or CD) upon request. Requests for
accommodations may be made by calling (415) 473-4381 (Voice), 473-3232 (TDD/TTY), or by e-mail at
disabilityaccess@marincounty.org. This form and other County documents are available in alternative formats
upon request.
DEADLINE: APPLICATIONS MUST BE RECEIVED BY FRIDAY, DECEMBER 13, 2013, AT 5 P.M.
Remember that we don't accept e-mailed or faxed applications.
Organization Profile - 2014-15 Data Collection Pilot
The County of Marin is interested in more deeply understanding the population demographics of those who staff,
govern and/or utilize the services of Community Development Block Grant (CDBG) and HOME Program grantee and
applicant organizations. More deeply understanding these demographics will address some of the topics highlighted in
the 2011 Analysis of Impediments to Fair Housing in Marin.
The data gathered on this form will NOT determine an organization's likelihood to receive CDBG or HOME funding. If
you do not collect or do not wish to share the demographic information requested, please check the appropriate box
below. We hope you will be able to participate in this pilot project. If you have completed a similar organization profile
form when applying for foundation grants in Marin, feel free to use the information collected for those forms if
submitted within the last 12 months.
Name of Or anization: Marin Center for Independent Living
My organization does not gather demographic data. _ My organization does not wish to share demographic data.
Income of Level of Clients Your Org Serves %
Please use the federal income guidelines on the reverse of this page.)
Very low income people
75%
Low income people
15%
People above the low income limits
10%
Percentages (%)
Clients Your
Organization
Serves
Clients for
this Project
Support Professional Board
Staff Staff
Advisory
Committee
Ethnic Racial Demographics
Asian-American/Pacific
Islander
3%
African-American/Black
7%
6%
10%
Caucasian/White
76%
69%
90% 100% 100%
Native American
4%
6%
Mixed Heritage
7%
Unknown/other
3%
19%
TOTAL %
100%
100%
100% 100% 100%
100%
Latino His anic Origin
Of Latino Hispanic Origin
10%
_
19%
10%
NOT of Latina Hispanic Origin
90%
81%
90%
TOTAL %
100%
100%
100% 100% 100%
100%
Age
0-5 vears old
0
6-17 - -
2%
—
--
18-24
1%
25-59
35%
25%
33% 100%
60+
TOTAL %
62%
100%
75%
100%
_ 67%
100% 100% 100%
100%
��,� ����, X Y -'.f S+'S�..i" � "'£" �o<.S s'i .f .�« �` �;... YY' .: '�' �j Au. '�,3'i ri •T,""�
ask. S`,0.';'�`>
Gender _
Female
Male
Total%
1
63%
37°!0
100%
31% I
69%
100%
100% 100% 100%
100%
�.+.q� � ����i"' % ''e�:: v , Sr'?�i.P'., ;A2.'�: -. �i � -a' �t'+. m` -a" i .5� '+i:''� ��pK��� `Y'',., � r y z "�G£ � �, .�;g,*•re „
Disabled %
1000/0
100%
100% 55%
Involvement of Clients Your Organization Serves Percent of Board/Committee Members Who Are Clients
On Governing Board
On Advisory Committee n a
MARIN COUNTY COMMUNITY DEVELOPMENT
BLOCK GRANT (CDBG) PROPOSAL
2014-15
Project Name: San Rafael ADA Compliance 2. Total Amount Requested: $300,000
Non -housing proposals must
Project Sponsor: City of San Rafael specify the amount requested
from each planning area.
Contact Person: Richard Landis
Title: Public Works Administrative Manager
Mailing Address: 111 Morphew Street
P.O. Box 151560
San Rafael, CA 94915-1560
Telephone: 415-485.•3354 Ext. NIA
Fax: 415-485-3334
E-mail: Richard. land is(a)cityofsanrafael.org
For non -housing projects only:
Funds
Re nested
Lower Ross Valley Planning Area
$
Novato Planning Area
$
Richardson Bay Planning Area
$
San Rafael Planning Area
$300,000
Upper Ross Valley Planning Area
$
West Marin Planning Area
$
Website (optional):
All future announcements will be sent to you by e-mail, unless you indicate otherwise: ❑ Please send by mail
The County of Marin is committed to encouraging new grant applicants. Please call us at 473-6698 for advice about our
requirements and what to emphasize in your application, and consider attending one of our informational workshops. HUD
requires that all CDBG projects engage in affirmative marketing. That means analyzing which demographic groups are
least likely to apply and taking extra steps to market the program or project to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. The goals of affirmative marketing are to enhance neighborhood diversity and to support the County's
commitment to affirmatively furthering fair housing and equal opportunity.
The concept of fair housing encompasses both federal and state laws that prohibit housing discrimination. The federal Fair
Housing Act prohibits discrimination in the sale, rental, and financing of dwellings, and in other housing -related
transactions, based on race, color, national origin, religion, sex, familial status (including pregnancy and the presence of
children), and disability. In addition, state law prohibits housing discrimination on the basis of age, ancestry, marital status,
medical condition, source of income, sexual orientation, gender expression, gender identity, and many other categories.
4. Project Location: (Precise street address). This is a citywide project to make San Rafael's sidewalks,
walkways, public buildings, parks, etc. accessible to individuals with disabilities.. Therefore there are no
specific street addresses.
5. Project Description: The City of San Rafael entered into a 10 -year settlement agreement with the U.S.
Department of Justice in 2004. The agreement requires the City to comply with the Americans with
Disabilities Act (ADA) as it relates to the public right-of-way (sidewalks, streets, etc.) and facilities. All
requested funds are for the construction of curb ramps that will make San Rafael's sidewalks and streets
accessible for wheelchair users and other individuals with disabilities. The agreement calls for the
construction of approximately 800 curb ramps on those "...streets, roads, and highways that have been
constructed or altered since January 26, 1992."
6. Total Project Cost: $300,000 (100% CDBG); Public Works staff is currently designing curb ramps for this
rehabilitation/construction project. Adherence to Davis -Bacon wage rates will be mandatory.
7. Project Budget for CDBG Funds: Attached is the June 14, 2012 bid summary from San Rafael's most recent
ADA -DOJ curb ramp construction project. These figures are indicative of the costs we expect to pay when we
bid the next CDBG-funded ramp project.
Other Sources of Funds for this Project: There are no non-CDBG funds allocated to the project.
Date You Are Funds Date Funds Were When
Use Amount Applied Committed? Committed Available
Source
9. Project Implementation: The Department of Public Works is responsible for project implementation. San
Rafael will enter into a contract with a construction company to install curb ramps at designated intersections
throughout the City. As stated earlier, this is an ongoing project mandated by the City's 2004 Settlement
Agreement with the federal Department of Justice.
10. Need for the Project: San Rafael's annual curb ramp construction project benefits individuals with a broad
range of needs. Examples are wheel chair users, others with ambulation issues, those who are visually
impaired, etc. The project will serve individuals with disabilities who, based on 2010 census information, are
considered to be low income relative to the non -disabled population.
A. Need Group: The project will address the needs of individuals with abroad range of physical disabilities. e.g.,
wheel chair users, people with ambulation issues and those who are visually impaired. According to the 2010
census, the median income for disabled individuals living in San Rafael was well below the income limits
shown on the table below.
Household
Size
Income
Limit
1
$59,100
2
67,550
3
76,000
4
84,400
5
91,200
6
97,950
7
104,700
8
111,450
B. Project Rationale: This project is needed to support the ongoing process of improving the accessibility of San
Rafael's public right-of-way infrastructure (sidewalks, crosswalks, roads) to better serve the needs of
individuals with a broad range of disabilities
C. Equal Opportunity: As stated, the project will serve a diverse group of individuals with disabilities by
constructing curb ramps throughout San Rafael. The nature of this construction project, managed by San
Rafael's Public Works Department, therefore precludes the need for outreach to a specific demographic
group.
If this project involves housing, how will it affirmatively further fair housing? N/A
If this project involves construction, discuss (1) your plans for recruiting women- and minority-owned firms to bid on the
design and development of this project, and (2) your plans to provide employment opportunities to low-income people
and businesses owned by low-income people. The City's contractor must comply with Caltrans Disadvantaged
Business Enterprise (DBE) requirements. San Rafael's current DBE "target" is 7.71%. Contractors hired for
San Rafael projects utilizing federal Department of Transportation (DOT) and/or Caltrans funds must make at
least 7.71% of the construction budget available to minority-owned firms, e.g., African-American, Asian-
Pacific American, Native American, women. The goal of the DBE program is "to ensure nondiscrimination in
the award and administration of DOT -assisted contracts", and to "create a level playing field on which DBE's
can compete fairly for DOT -assisted contracts."
D. Accessibility: By nature and definition, San Rafael's curb ramp project enhances public right-of-way
accessibility for individuals with disabilities.
E. Green Building: Green building principles are an integral part of the project. Curb ramp materials such as
cement are produced by Dutra Materials, only a short driving distance from any of the curb ramp construction
sites, thus minimizing construction vehicle emissions.
o For further information, please call Roy Bateman (473-6698). It's ok to call with any questions at any time.
o The current year's application form must be used.
o Completed applications may be mailed or hand -delivered to the Federal Grants Division, Marin County Community
Development Agency, 3501 Civic Center Drive, Room 308, San Rafael, CA 94903-4157.
o Applications sent by fax or e-mail will not be accepted.
o This form can be expanded to accommodate additional text, but we encourage you to be brief. You may attach
supplementary material. If you need more space for several questions, please answer all questions in sequence.
If you'd like to download this form as a Microsoft Word document, visit www.marincdbg.com or
www.co.marin.ca.us/depts/CD/main/comdev/FEDERAL/index.cfm.
o Don't forget to fill out the Organization Profile form.
o All County publications are available in alternative formats (Braille, large print, or CD) upon request. Requests for
accommodations may be made by calling (415) 473-4381 (Voice), 473-3232 (TDD/TTY), or by e-mail at
disabilityaccess@marincounty.org. This form and other County documents are available in alternative formats
upon request.
DEADLINE: APPLICATIONS MUST BE RECEIVED BY FRIDAY DECEMBER 13 2013 AT 5 P.M.
Remember that we don't accept e-mailed or faxed applications.
C itq of fanR fael- Dep
Bid Su
AICA -DOJ Curb Ramps 2012-2013
Coastside Concrete
Rosas Brothers
Fieldstone Construction C
City Project No. 15006
2160 W. Hearn Ave
4731 Coliseum Way
5915 Faught Road
Bid opening: October 25,2 12
Santa Rosa,
CA 95407
Oakland,
UNIT
PRICE, $
$2,500.00
CA 94601
ITEM
TOTAL, $
$2,500.00
Santa Rosa, CA 95403
.- , ,7�1
UNI1 I'TEA-i
PRICE, $ TOTAL,
$8,500.00 $8,500
EST UNIT UNIT ITEM
ITEM QTY i PRICE, $ TOTAL, $
Signs and Traffic Control 1 LS $7,500.00 $7,500.00
-----
Clearing and Grubbing
1
I'S
-
$20,000.00
$20,000.00
-------------------
$30,_000.00
-
$30_,0.0.0.00
$25,000.00
$25,000
Minor Concrete - Minor Structures
3a Type A Curb and Gutter
750
LF
$30.00
$22,500.00
$33.00
$24,750.00
$35.00
$26,250
3b 6" Thick PCG Driveway
_
40
SF
$10.00
$400.00
$12.00
$480.00
$15.00
$60f!
3c 4" Thick PCC Sidewalk
1,550
SF
_
$10.00
$15,500.00
$8.50
$13,175.00
$11.00
$17,05( ,
3d Curb Ramp - Case A
1
$2,500.00
$1,700.00
$1,700.00
$3,500.00
$3,500
3e Curb Ramp - Case C
[_EEA$2,500.00
13
EA
$2,500.00
$32,500.00
$1,800.00
$23,400.00
$3,750.00
$48,750
3f Curb Ramp - Modified Case C
2
EA
$2,750.00
$5,500.00
$2,200.00
$4,400.00
$4,250.00
$8,5U
3g Type E Catch Basin
5
EA
$1,200.00
$6,000.00
$4,400.00
$22,000.00
$3,50_0.00
$17,500
3h Storm Drain Manhole
2
EA
$3,000.00
$6,000.00
$5,800.00
$11,600.00
$5,500.00
$11,00,
Asphalt Concrete
150
TON
$185.00
$27,750.00
$200.00
$30,000.00
$37,500
Storm Drain Pipe
115
LF
$125.00
$14,375.00
$185.00
$21,275.00
___$250.00
$100.00
$11,500
Roadside Sign and Post
6
EA
$400.00
$2,400.00
$350,00
$2,100.00
$350.00
$2,I0G
Traffic Stripes and Pavement Markings
7a. Pavement Markings
925
SF
$7.251
$6,706.25
$10.00
$9,250.00
$_8.00
$7,400
7b. Detail 22 Traffic Stripe
50
LF
$3.50
$175.00
$6.00
$300.00
$3.50
$17S
7c. Paint Curb Red 265 LF
Contingency
Base Bid Total
ALTERNATE BID ITEMS
EST UNIT
ITEM QTY
Drainage Improvements at 1002 Del Ganado Rd l LS
$4.00
UNIT
PRICE, $
$12,500
$1,060.00
$170,866.25
ITEM
TOTAL, $
$12,500.00
$6.00
UNIT
$1,590.00
$198,520.00
`-
ITEM
$4.00 $1,06('
$226,386
--- ----
a
UNIT ITEM
PRICE, $ TOTAL, $ PRICE, $ TOTAL,:
$2,200 $2,200.00 $3,500 $3,50(
Drainage Improvements at 98 Duran Dr -.
1
LS
$650 $6,500.00
5189,866.255201,620.00
$400 $900.00
$14,500 $14,500
S244,385,00
�f
Cof San Rafael -Department of Public Works
Bid Sl mmary
Fieldstone Construction Co
Ghilotti Brothers, Inc.
JJR Construction
WR Forde Associates
Wickman Development &
Construction
5915 Faught Road
525 Jacoby Street
1120 Ninth Ave
984 Hensley St
815 Fairfield Rd
Santa Rosa, CA 95403
San Rafael, CA 94901
San Mateo, CA 94402
Richmond, CA 94801
Burlingame, CA 94010
UNIT
ITEM
UNIT
ITEM
UNIT
ITEM
UNIT
ITEM
UNIT
ITEM
6
PRICE, $
TOTAL, $
PRICE, $
TOTAL, S
PRICE, $
TOTAL, $
PRICE, $
TOTAL, $
PRICE, $
TOTAL, $
00
00
$8,500.00 $8,500.00
$25,000.00 $25,000.00
$25,000.00
$28,702.00
$25,000.00
$28,702.00
$10,000.00
$60,000.00
$10,000.00
$60,000.00
$15,000.00 $15,000.00
$52,075.00 $52,075.00
$45,226.00
$79,648.00
$45,226.00
$79,648.00
00
00
)0
)0
)0
)0
)0
)0
)0
)0
)0
$35.00
$15.00
$11.00
$3,500.00
$3,750.00
$4,250.00
$3,500.00
$5,500.00
$250.00
$100.00
$350.00
$26,250.00
$600._00
$17,050.00
$48,750.00
$3,500.00E$2,000.00
$8,500.00
$17,500.00
$11,000.00
$37,500.00
$11,500.00
$2,100.00
$35.00
_ $17.00
$11.00
$6,500.00
$230.00
$185.00
$300.00
$26,250.00
$680.00
$17,050.00
$1,500.00
$22,100.00
$4,000.00
$25,000.00
$13,000.00
$34,500.00
$21,275.00
$1,800.00
$29.50
$13.00
$6.75
$1,860.00
$1,860.00
$1,860.00
$3,500.00
$7,500.00
$225.00
$250.00
$450.00
$22,125.00
$520.00
$10,462.50
$1,860.00
$24,180.00
$3,720.00
$17,500.00
$15,000.00
$33,750.00
$28,750.00
$2,700.00
$30.00
$30.00
$8.00
$3,500.00
$3,500.00
$3,500.00
$4,500.00
$300.00
$400.00
$115.00
$300.00
$22,500.00
$1,200.00
$12,400.00
$3,500.00
$45,500.00
$7,000.00
$22,500.00
$600.00
$60,000.00
$13,225.00
$1,800.00
$62.81
$31.40
$22.41
$1,256.00
$1,256.00
$1,256.00
$1,256.00
$3,140.50
$468.45
$109.24
$439.67
$47,107.50
$1,256.00
$34,735.50
$1,256.00
$16,328.00
$2,512.00
$6,280.00
$6,281.00
$70,267.50
$12,562.60
$2,638.02
10
10
$8.00
$3.50
$7,400.00
$175.00
$6.50
$3.00
$6,012.50
$150.00
$15.00
$15.00
$13,875.00
$750.00
$6.00
$5.00
$5,550.00
$250.00
$10.05
$7.54
$9,296.25
$377.00
10
$4.00
$1,060.00
$3.50
$927.50
$15.00
$3,975.00
$2.00
$530.00
$3.77
$999.05
10
5226,385.00
$227,947.00
$249,167.50
$263,630.00
$336,770.42
i
UNIT
ITEM
UNIT
ITEM
UNIT
ITEM
UNIT
ITEM
UNIT
ITEM
PRICE, $
TOTAL, $
PRICE, $
TOTAL, $
PRICE, $
TOTAL, $
PRICE, $
TOTAL, $
PRICE, $
TOTAL, $
p
p
$3,500
$14,500
$3,500:00
$14,SOQ.00
$15,298
$6,698
$15,298.00
$6,698.00
$5,000
$2,500
$5,000.00
$2,500.00
$29,000
$7,500
$29,000.00
$7,500.00
$12,000
$900
$12,000.00
$9,000.00
$244,385.00
$249,943.00
$256,667.50
$300,130.00
$357,770.42
Wickman Development &
Construction
815 Fairfield Rd
Burlingame, CA 94010
UNIT
ITEM
}{ PRICE, $
TOTAL, $
AVERAGE UNIT PRICES
$45,226.00
$45,226.00
$16,246.57
$79,648.00
$79,648.00
$42,203.57
$62.81
$47,107.50
$36.47
$31.40
$1,256.00
$18.34
$22.41
$34,735.50
$11.09
$1,256.00
$1,256.00
$2,259.43
$1,256:00
$16,328.00
$2,338.00
$1,256.00
$2,512.00
$2,545.14
$1,256.00
$6,280.00
$3,336.57
$3,140.50
$6,281.00
$4,534.36
$468.45
$70,267.50
$279.78
$109.24
$12,562.60
$152.75
$439.67
$2,638.02
$369.95
$10.05
$9,296.25
$8.97
$7.54
$377.00
$6.22
$3.77
$999.05
$5.47
$336,770.42
UNIT
ITEM
PRICE, $
TOTAL, $
AVERAGE UNIT PRICES
$12,000
$12,000.00
$11,356.86
$9,000
$9,000.00
$6,799.71
$357,770.42
WX _N I "T-U-4119fiff I'MT-1 f
BLOCK GRANT (CDBG) PROPOSAL
2014-15
1 Project Name: Horizon House Exterior Painting 2.
1 Project Sponsor. Buckeiew Programs
Title: Development Coordinator
San Rafael, CA 94901
Telephone: (415) 526-0409 Ext.
Fax: (415) 721-0281
E-mail: katrinc@buckelew.org
Total Amount Requested:
Non -housing proposals must
specify the amount requested
from each planning area.
IML��
For non -housing projects onI_Y.
Funds
Requested
Lower Ross Valley Planning Area
$
Novato Planning Area
$
Richardson Bay Planning Area
$
San Rafael Planning Area
$14,620
Upper Ross Valley Planning Area
$
West Marin Planning Area
$
All future announcements will be sent to you by e-mail, unless you indicate otherwise: 0 Please send by mail,
The County of Marin is committed to encouraging new grant applicants. Please call us at 473-6698 for advice about our
requirements and what to emphasize in your application, and consider attending one of our informational workshops. HUD
requires that all CDBG projects engage in affirmative marketing. That means analyzing which demographic groups are
least likely to apply and taking extra steps to market the program or project to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. The goals of affirmative marketing are to enhance neighborhood diversity and to support the County's
commitment to affirmatively furthering fair housing and equal opportunity.
The concept of fair housing encompasses both federal and state laws that prohibit housing discrimination. The federal Fair
Housing Act prohibits discrimination in the sale, rental, and financing of dwellings, and in other housing -related
transactions, based on race, color, national origin, religion, sex, familial status (including pregnancy and the presence of
children), and disability. In addition, state law prohibits housing discrimination on the basis of age, ancestry, marital status,
medical condition, source of income, sexual orientation, gender expression, gender identity, and many other categories.
4. Project Location: (Precise street address). For housing and capital projects, include the year the building was
constructed and the Assessor's Parcel Number.
108 Spring Grove, San Rafael, CA 94903 _7' —
5. Project Description: Horizon House is a group home for 5 adults with mental illness. Buckelew
Programs staff provides independent living support services. Without this home; and the support provided by
staff, these disabled Marin County residents would likelybeliving in an -Institution, or on the street. horizon
House is in need of exterior painting and a bathroom remodel.
6. Total Project Cost: (Include all costs for this Particular project regardless Of Source.)
$14,620
7. Project Budget for CDBG Funds:
Budget must include an itemized estimate of how you would spend the CDBG amount you are requesting, as accurate
and comprehensive as possible. For example, land or building acquisition costs, construction costs, remodeling costs,
architectural and engineering fees, salaries, administrative expenses, etc. For rehabilitation or construction
projects, you must include a contractor's written bid or other equally reliable cost estimate, using Davis -
Bacon wage rates if applicable. If your project includes residential rehabilitation, describe your plans to comply with
federal lead paint regulations.
Item Estimated Cost
Exterior paint job $6,385
Bathroom remodel $8,235
(See attached bids for details)
8. Other Sources of Funds for this Project: Include amount, source, use, status, and timing of funds other than CDBG
funds, if applicable. Have you applied for the other funds? Are the other funds firmly committed for this project?
Date You Are Funds Date Funds Were When
Source Use Amount Applied Committed? Committed Available
None
9. Project Implementation:
Who will be responsible for implementing the project? How will it be implemented and what is the proposed schedule
for project implementation?
The project will be supervised and implemented by Jeff Helvig, Team Leader. Work can start as soon as funding is
received.
10. Need for the Project:
A. Need Group
What groups or individuals will benefit from the project? What income level will you serve? How will you document
eligibility? CDBG recipients are required to provide documentation that the majority of the users have incomes at or
below the CDBG income limits. The current upper income limits for CDBG beneficiaries are shown in the table below.
Applicants for housing funds must describe how the project will ensure long-term affordability.
All residents are referred through Marin Community Mental Health Services; they are disabled, have income at or below
30% of median income and meet CDBG income limits. Their income is documented in their resident file. Most have SSI
as their only source of income, which currently amounts to approximately $1,086 monthly — less than 20% of Marin
County's median household income, based on 2010 data. Long-term affordability for this project is assured through State
and Federal mental health funding, associated by Community Mental Health Services.
Household
Size
Income
Limit
1
$59,100
2
67,550
3
76,000
4
84,400
5
91,200
6
97,950
7
104,700
8 1 111,450
B. Proiect Rationale: Why is this project needed? Will it assist an especially needy or underserved group?
By maintaining homes for the disabled in residential neighborhoods, Buckelew Programs is sustaining a housing
pattern that allows low income, mentally disabled residents to live in neighborhoods they would not generally have
access to or be able to afford on their own, creating a more fair and balanced residential mix and facilitating
community integration of those with severe and persistent mental illness. Many of our residents would be homeless or
in an institution if not for Buckelew housing and support services.
C. Equal Opportunity: For all projects, which demographic groups are least likely to apply, and what affirmative marketing
steps do you plan to reach them? (Affirmative marketing means analyzing which demographic groups are least likely
to apply and taking extra steps to market the program to those groups. One aspect of affirmative marketing is
implementing strategies to make your program more welcoming and comfortable to the groups which are least likely to
apply. Be sure to consider race, ethnicity, and disability, as well as other demographic factors, in your analysis.)
Community Mental Health Services (CMHS) monitors the demographics (resident, applicant, census data) of the market
area to track race, ethnicity, religion or persons with disabilities for purposes of low-income housing units. They determine
if the population least likely to apply for housing is the population identified, then provide advertising most applicable to the
demographic groups, and make changes when applicable. According to CMHS's Mental Health Services Act (MHSA)
Community Supports and Services Plan (2006), one of the goals of the MHSA is to increase "outreach and expansion of
services to client populations in order to eliminate ethnic disparities and expand access to unserved and underserved
individuals" The Latino population has been identified as the largest underserved group in Marin County, and "various
strategies such as increased and strategic deployment of bilingual and bicultural staff, cultural competency training and
targeted programming have been effective in increasing access to services." For instance, `it is known that many Latinos
seek services for mental health problems from primary care health care providers rather than from mental health providers.
New strategies such as contracting with Latino -serving organizations for outreach and engagement and providing mental
health services within the Latino community, offer promise for better access. " Together with its partner CMHS, Buckelew
Programs continues to increase the cultural competence of our workforce through training and targeted job posting for
hiring more bilingual/bicultural staff, in order to achieve a higher penetration rate and more adequately serve Latino clients
in our housing programs. (Source:http.//www.co.marin.ca.us/depts/HH/main/mh/mhsa_css/CSS State version of Plan.pdf)
The most recent MHSA update (FY 2013-2014) states:
"The Mental Health Services Act is intended to expand and transform community mental health
services throughout California, with an emphasis on serving communities that are currently un- or
underserved. During Marin's 2004 MHSA planning process the adult Latino population was
identified as the most un/underserved by existing County mental health services. Asian Pacific
Islanders were also categorized as underserved. Other identified underserved populations included
older adults, transition aged youth (16-25 years old) and persons living in West Marin. Populations
were designated underserved based on their proportionate use of Medi -Cal services relative to their
presence in the Marin County safety net population. Designation of un/underserved populations
takes into consideration the portion of Marin residents who are eligible for County mental health
services, best represented by the "Medi -Cal Beneficiaries"' column on the following table.
Overall, since the implementation of MHSA programs the rate of services provided by the County
Mental Health has increased substantially for the Latino population, youth and older adults."
(Source: http:/!www.marinhhs.org/sites/default/files/libraries/2013_08/06182013_mhsus_mhsa_fyl3-14_annual_update.pdf)
If this project involves housing, how will it affirmatively further fair housing? See above. In addition, by maintaining homes
for the disabled in residential neighborhoods, Buckelew Programs is sustaining a housing pattern that allows low income,
mentally disabled residents to live in neighborhoods they would not generally have access to or be able to afford on their
own, creating a more fair and balanced residential mix and facilitating community integration of those with severe and
persistent mental illness. Staff also regularly attend trainings at Fair Housing Marin to stay current on laws and regulations.
If this project involves housing, how will it affirmatively further fair housing?
See above. In addition, by maintaining homes for the disabled in residential neighborhoods, Buckelew Programs is
sustaining a housing pattern that allows low income, mentally disabled residents to live in neighborhoods they would not
generally have access to or be able to afford on their own, creating a more fair and balanced residential mix and facilitating
community integration of those with severe and persistent mental illness. Staff also regularly attend trainings at Fair
Housing Marin to stay current on laws and regulations.
If this project involves construction, discuss (1) your plans for recruiting women- and minority-owned firms to bid on the
design and development of this project, and (2) your plans to provide employment opportunities to low-income people and
businesses owned by low-income people. We will research all women- and minority-owned construction firms in the
surrounding area and notify them that bids are being sought for the project.
D. Accessibility: What steps are you taking to make this project (and your overall program) accessible to people with
physical and other disabilities? 100% of Buckelew's clients have mental health disabilities. Reasonable accommodation
will be made to clients with other disabilities.
E. Green Building: For new construction or rehabilitation, what will you do to incorporate "green building" principles?
Green building techniques will be utilized wherever possible
o For further information, please call Roy Bateman (473-6698). It's ok to call with any questions at any time.
o The current year's application form must be used.
o Completed applications may be mailed or hand -delivered to the Federal Grants Division, Marin County Community
Development Agency, 3501 Civic Center Drive, Room 308, San Rafael, CA 94903-4157.
o Applications sent by fax or e-mail will not be accepted.
o This form can be expanded to accommodate additional text, but we encourage you to be brief. You may attach
supplementary material. If you need more space for several questions, please answer all questions in sequence.
If you'd like to download this form as a Microsoft Word document, visit www.marincdbg.com or
www.co.marin.ca.us/depts/CD/main/comdev/FEDERAL/index.cfm.
o Don't forget to fill out the Organization Profile form.
o All County publications are available in alternative formats (Braille, large print, or CD) upon request. Requests for
accommodations may be made by calling (415) 473-4381 (Voice), 473-3232 (TDD/TTY), or by e-mail at
disabilityaccess@marincounty.org. This form and other County documents are available in alternative formats
upon request.
DEADLINE: APPLICATIONSMUST BE RECEIVED BY FRIDAY, DECEMBER 13, 2013 AT 5 P.M.
Remember that we don't accept e-mailed or faxed applications.
K'C c J14 Cy- e.Gm,t A^_p.i ,.a`2014-'5 CDBG Ar.-', caro _..Ccc; rc"
�►1i Phi a B4110 fs Mnc,
All Phase Builders Inc License# 626028
Po Box 150896
San Rafael, Ca 94915
(415) 454-7598
TO:
Buckelew MAIL Programs
108 Spring Grove
San Rafael CA 94901
112513-004-1
" J Oe. DESCRIPTION
BATHROOM REMODEL PROJECT
Complete removal and replacement of existing bathroom
Haul and dump or recylce existing cabinets & debris
Purchase deliver and Install new cabinets, bathtub, tile and fixtures
ITEMIZED:ESTIMATE: 7IMEANO`,MATERIALS
.'. ;; -,.
AMOUNT
MATERIALS
NEW 48" WIDE VANITY, COUNTER TOP, SINK & FAUCET
$ 850.00
NEW BATHTUB AND TILE SURROUND
$ 810.00
PLUMBING FIXTURES - TOILET, SHOWER VALVE & DRAIN KIT
$ 775.00
FLOORING & INTERIOR FINISHES/TRIM
$ 625.00
LIGHTING AND EXHAUST FAN
$ 290.00
PAINT AND FINISHES
$ 300.00
MIRROR & TOWEL BARS
$ 160.00
LABOR & TOOLS
$ 3,775.00
HAUL & DUMP FEE
$ 450.00
DELIVERY
$ 200.00
1 U 1 HL ro 1 mtm i r -u JUo uvc,i I ,To,LJu— I
This Is an estimate only, not a contract. This estimate is for completing the job described above, based on our evaluation. It
does not Include unforeseen price increases or additional labor and materials which may be required should problems arise.
R d;KYuppc, fY November 25, 2013
PREPARED BY - DATE
All Phase Construction License# 626028
Po Box 150896
San Rafael, Ca 94915
Richard Kruppa - General Contractor (415) 454-7598
TO:
Buckelew MAIL Programs
108 Spring Grove
San Rafael CA 94903
HORIZON HOUSE JEFF
JOB DESCRIPTION
.XTERIOR PAINT PROJECT
'reparations and Powerwashing
Taves, Trim & Body
stairs
112513-004-2
ITEMIZED ESTIMATE; TIME AND MATERIALS AMOUNT
MATERIALS
(20) gallons Low Sheen Exterior Paint $ 845.00
(5) gallons Ext Semi -gloss Trim Paint $ 225.00
Sundries $ 200.00
Powerwash and Fuel $ 465.00
Tools, Scaffold & Labor $ 4,650.00
TOTAL ESTIMATED JOB COST
This is an estimate only, not a contract, This estimate is for completing the job described above, based on our evaluation. It
does not include unforeseen price increases or additional labor and materials which may be required should problems arise.
7? GCd/i 1(nu November 25, 2013
PREPARED BY DATE
Organization Profile - 2014-15 Data Collection Pilot
The County of Marin is interested in more deeply understanding the population demographics of those who staff,
govern and/or utilize the services of Community Development Block Grant (CDBG) and HOME Program grantee and
applicant organizations. More deeply understanding these demographics will address some of the topics highlighted in
the 2011 Analysis of Impediments to Fair Housing in Marin.
The data gathered on this form will NOT determine an organization's likelihood to receive CDBG or HOME funding. If
you do not collect or do not wish to share the demographic information requested, please check the appropriate box
below. We hope you will be able to participate in this pilot project. If you have completed a similar organization profile
form when applying for foundation grants in Marin, feel free to use the information collected for those forms if
submitted within the last 12 months.
Name of Organization:
My organization does not gather demographic data. _ My organization does not wish to share demographic data.
Income of Level of Clients Your Org Serves % Please use the federal income guidelines on the reverse of this page.)
Very low income people
Low income people
People above the low income limits
Percentages (%)
Clients Your
Clients for
Support
Professional
Board
Advisory
Organization
this Project
Staff
Staff
Committee
Serves
Ethnic Racial Demographics
Asian-American/Pacific
Islander
African-American/Black
Caucasian/White
Native American
Mixed Heritage
Unknown other
TOTAL %
100%
100%
100%
100%
100%
100%
Latino His anic Origin
Of Latino Hispanic Origin
NOT of Latino Hispanic Origin
TOTAL %
100%
100%
100%
100%
100%
100%
Age
0-5 years old
6-17
18-24
25-59
60+
TOTAL %
100%
100%
100%
100%
1000/0
100%
Gender
Female
_
Male
Total %
1000/0
1000/0
100%
100%
100%
10011/0
01
Disabled
Involvement of Clients Your Organization Serves Percent of Board Committee Members Who Are Clients
On Governing Board
On Advisory Committee
Organization Profile - 2014-15 Data Collection Pilot
Income Limits
Household Size
Very Low Income Limit
z50% of Median Income
Low Income Limit
z80% of Median Income
1
36,950
59,100
2
42,200
67,550
3
47,500
76,000
4
52,750
84,400
5
57,000
91,200
6
61,200
97,950
K:ACycle\2014 Cvde\Grant Appl icattons\2014-15 Organization profile Form,Doc/rov
MARIN COUNTY COMMUNITY DEVELOPMENT
BLOCK GRANT (CDBG) PROPOSAL
2014-15
...__......
Project Name: Lakeside House Renovations
Project Sponsor: Buckelew Programs
Contact Person: Katrin Ciaffa
Title: Development Coordinator
Mailing Address: 900 Fifth Avenue, Suite 150
San Rafael, CA 94901
Telephone: (415) 526-0409 Ext.
Fax: (415) 721-0281
E-mail: katrinc@buckelew.org
2. Total Amount Requested:
Non -housing proposals must
specify the amount requested
from each planning area.
��r'0J
For non -housing projects only:
Funds
Requested
Lower Ross Valley Planning Area
$
Novato Planning Area
$
Richardson Bay Planning Area
$
San Rafael Planning Area
$33,077
Upper Ross Valley Planning Area
$
West Marin Planning Area
$
Website (optional):
All future announcements will be sent to you by e-mail, unless you indicate otherwise: ❑ Please send by mail.
The County of Marin is committed to encouraging new grant applicants. Please call us at 473-6698 for advice about our
requirements and what to emphasize in your application, and consider attending one of our informational workshops. HUD
requires that all CDBG projects engage in affirmative marketing. That means analyzing which demographic groups are
least likely to apply and taking extra steps to market the program or project to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. The goals of affirmative marketing are to enhance neighborhood diversity and to support the County's
commitment to affirmatively furthering fair housing and equal opportunity.
The concept of fair housing encompasses both federal and state laws that prohibit housing discrimination. The federal Fair
Housing Act prohibits discrimination in the sale, rental, and financing of dwellings, and in other housing -related
transactions, based on race, color, national origin, religion, sex, familial status (including pregnancy and the presence of
children), and disability. In addition, state law prohibits housing discrimination on the basis of age, ancestry, marital status,
medical condition, source of income, sexual orientation, gender expression, gender identity, and many other categories.
4. Project Location: (Precise street address). For housing and capital projects, include the year the building was
constructed and the Assessor's Parcel Number.
7 Washington Street, San Rafael, CA 94903. Year of construction: 1968. Parcel #: 179-172-09
5. Project Description: Lakeside House is a 6 bed group home that provides semi-independent living for
Marin County adults with severe and persistent mental illness. All clients have incomes at or below the poverty
level. The house is in need of extensive renovations, including the following:
- Window replacement
- Pave existing gravel drive way
- Landscape front yard for curb appeal
- Replace sewer line
- Replace carpets
- Exterior paint for main house and outbuilding
- Paint Master Bedroom
6. Total Project Cost: (include all costs for this particular project regardless of source.)
$33,077
7. Project Budget for CDBG Funds:
Budget must include an itemized estimate of how you would spend the CDBG amount you are requesting, as accurate
and comprehensive as possible. For example, land or building acquisition costs, construction costs, remodeling costs,
architectural and engineering fees, salaries, administrative expenses, etc. For rehabilitation or construction
projects, you must include a contractor's written bid or other equally reliable cost estimate, using Davis -
Bacon wage rates if applicable. If your project includes residential rehabilitation, describe your plans to comply with
federal lead paint regulations.
Item
Estimated Cost
Window replacement
$9,810
Driveway and yard improvements
$7,420
Carpet replacement
$6,700
Exterior paint main house and outbld .
$5,920
Sewer repairs
$2,777
Paint Master Bedroom
$450
(See attached bids for details)
8. Other Sources of Funds for this Project: Include amount, source, use, status, and timing of funds other than CDBG
funds, if applicable. Have you applied for the other funds? Are the other funds firmly committed for this project?
Date You Are Funds Date Funds Were When
Source Use Amount Applied Committed? Committed Available
None
9. Project Implementation:
Who will be responsible for implementing the project? How will it be implemented and what is the proposed schedule
for project implementation?
The project will be supervised and implemented by Elaine Purcell, Team Leader. Work can start as soon as funding is
received.
10. Need for the Project:
A. Need Group
What groups or individuals will benefit from the project? What income level will you serve? How will you document
eligibility? CDBG recipients are required to provide documentation that the majority of the users have incomes at or
below the CDBG income limits. The current upper income limits for CDBG beneficiaries are shown in the table below.
Applicants for housing funds must describe how the project will ensure long-term affordability.
All residents are referred through Marin Community Mental Health Services; they are disabled, have income at or below
30°/,; of median income and meet CDBG income limits. Their income is documented in their resident file. Most have SSI
as their only source of income, which currently amounts to approximately $1,086 monthly — less than 20% of Marin
County's median household income , based on 2010 data. Long-term affordability for this project is assured through State
and Federal mental health funding, associated by Community Mental Health Services.
Household Income
Size Limit
1
$59,100
2
67,550
3
76,000
4 84,400
5
91,200
6
97,950
7
104,700
8
111,450
B. Prosect Rationale: Why is this project needed? Will it assist an especially needy or underserved group?
By maintaining homes for the disabled in residential neighborhoods, Buckelew Programs is sustaining a housing
pattern that allows low income, mentally disabled residents to live in neighborhoods they would not generally have
access to or be able to afford on their own, creating a more fair and balanced residential mix and facilitating
community integration of those with severe and persistent mental illness. Many of our residents would be homeless or
in an institution if not for Buckelew housing and support services.
C. Equal Opportunity: For all projects, which demographic groups are least likely to apply, and what affirmative marketing
steps do you plan to reach them? (Affirmative marketing means analyzing which demographic groups are least likely
to apply and taking extra steps to market the program to those groups. One aspect of affirmative marketing is
implementing strategies to make your program more welcoming and comfortable to the groups which are least likely to
apply. Be sure to consider race, ethnicity, and disability, as well as other demographic factors, in your analysis.)
Community Mental Health Services (CMHS) monitors the demographics (resident, applicant, census data) of the market
area to track race, ethnicity, religion or persons with disabilities for purposes of low-income housing units. They determine
if the population least likely to apply for housing is the population identified, then provide advertising most applicable to the
demographic groups, and make changes when applicable. According to CMHS's Mental Health Services Act (MHSA)
Community Supports and Services Plan (2006), one of the goals of the MHSA is to increase "outreach and expansion of
services to client populations in order to eliminate ethnic disparities and expand access to unserved and underserved
individuals". The Latino population has been identified as the largest underserved group in Marin County, and "various
strategies such as increased and strategic deployment of bilingual and bicultural staff, cultural competency training and
targeted programming have been effective in increasing access to services." For instance, `it is known that many Latinos
seek services for mental health problems from primary care health care providers rather than from mental health providers.
New strategies such as contracting with Latino -serving organizations for outreach and engagement and providing mental
health services within the Latino community, offer promise for better access." Together with its partner CMHS, Buckelew
Programs continues to increase the cultural competence of our workforce through training and targeted job posting for
hiring more bilingual/bicultural staff, in order to achieve a higher penetration rate and more adequately serve Latino clients
in our housing programs. (Source:http://www. co.marin.ca.us/depts/HH/main/mh/mhsa_css/CSS State— version—of Plan.pdf)
The most recent MHSA update (FY 2013-2014) states:
"The Mental Health Services Act is intended to expand and transform community mental health
services throughout California, with an emphasis on serving communities that are currently un- or
underserved. During Marin's 2004 MHSA planning process the adult Latino population was
identified as the most un/underserved by existing County mental health services. Asian Pacific
Islanders were also categorized as underserved. Other identified underserved populations included
older adults, transition aged youth (16-25 years old) and persons living in West Marin. Populations
were designated underserved based on their proportionate use of Medi -Cal services relative to their
presence in the Marin County safety net population. Designation of un/underserved populations
takes into consideration the portion of Marin residents who are eligible for County mental health
services, best represented by the "Medi -Cal Beneficiaries"' column on the following table.
Overall, since the implementation of MHSA programs the rate of services provided by the County
Mental Health has increased substantially for the Latino population, youth and older adults."
(Source: http:!iwww.marinhhs.org/sites;`default'filesllibraries12013_08l06182013_mhsus_mhsa_fv13-14__annual_update.pdf)
If this project involves housing, how will it affirmatively further fair housing? See above. In addition, by maintaining homes
for the disabled in residential neighborhoods, Buckelew Programs is sustaining a housing pattern that allows low income,
mentally disabled residents to live in neighborhoods they would not generally have access to or be able to afford on their
own, creating a more fair and balanced residential mix and facilitating community integration of those with severe and
persistent mental illness. Staff also regularly attend trainings at Fair Housing Marin to stay current on laws and regulations.
If this project involves housing, how will it affirmatively further fair housing?
See above. In addition, by maintaining homes for the disabled in residential neighborhoods, Buckelew Programs is
sustaining a housing pattern that allows low income, mentally disabled residents to live in neighborhoods they would not
generally have access to or be able to afford on their own, creating a more fair and balanced residential mix and facilitating
community integration of those with severe and persistent mental illness. Staff also regularly attend trainings at Fair
Housing Marin to stay current on laws and regulations.
If this project involves construction, discuss (1) your plans for recruiting women- and minority-owned firms to bid on the
design and development of this project, and (2) your plans to provide employment opportunities to low-income people and
businesses owned by low-income people. We will research all women- and minority-owned construction firms in the
surrounding area and notify them that bids are being sought for the project.
D. Accessibility: What steps are you taking to make this project (and your overall program) accessible to people with
physical and other disabilities? 100% of Buckelew's clients have mental health disabilities. Buckelew Programs recently
received funding from the Residential Rehab Loan Fund to make improvements to two bathrooms at Lakeside House
which will result in increased accessibility for residents with mobility issues.
E. Green Building: For new construction or rehabilitation, what will you do to incorporate "green building" principles?
Green building techniques will be utilized wherever possible
o For further information, please call Roy Bateman (473-6698). It's ok to call with any questions at any time.
o The current year's application form must be used.
o Completed applications may be mailed or hand -delivered to the Federal Grants Division, Marin County Community
Development Agency, 3501 Civic Center Drive, Room 308, San Rafael, CA 94903-4157.
o Applications sent by fax or e-mail will not be accepted.
o This form can be expanded to accommodate additional text, but we encourage you to be brief. You may attach
supplementary material. If you need more space for several questions, please answer all questions in sequence.
If you'd like to download this form as a Microsoft Word document, visit www.marincdbg.com or
www.co.marin.ca.us/depts/CD/main/comdev/FEDERAL/index.cfm.
o Don't forget to fill out the Organization Profile form.
o All County publications are available in alternative formats (Braille, large print, or CD) upon request. Requests for
accommodations may be made by calling (415) 473-4381 (Voice), 473-3232 (TDD/TTY), or by e-mail at
disabilityaccess@marincounty.org. This form and other County documents are available in alternative formats
upon request.
DEADLINE: APPLICATIONS MUST BE RECEIVED BY FRIDAY DECEMBER 13 2013 AT 5 P.M.
Remember that we don't accept e-mailed or faxed applications.
K:,CV2e\2C14 C, -le .Gra^t Acc cat: 15 CDBG Appy caf:c^ Fccr, .D"- .,Cv
Organization Profile - 2014-15 Data Collection Pilot
The County of Marin is interested in more deeply understanding the population demographics of those who staff,
govern and/or utilize the services of Community Development Block Grant (CDBG) and HOME Program grantee and
applicant organizations. More deeply understanding these demographics will address some of the topics highlighted in
the 2011 Analysis of Impediments to Fair Housing in Marin.
The data gathered on this form will NOT determine an organization's likelihood to receive CDBG or HOME funding. If
you do not collect or do not wish to share the demographic information requested, please check the appropriate box
below. We hope you will be able to participate in this pilot project. If you have completed a similar organization profile
form when applying for foundation grants in Marin, feel free to use the information collected for those forms if
submitted within the last 12 months.
Name of Organization: Buckelew Programs
My organization does not gather demographic data. _ My organization does not wish to share demographic data.
Income of Level of Clients Your Org Serves % Please use the federal income guidelines on the reverse of this page.)
Very low income people 99
Low income people 1
People above the low income limits 0
Percentages (%)
Clients Your
Organization
Serves
Clients for
this Project
Support
Staff
Professional
Staff
Board
Advisory
Committee
Ethnic Racial Demographics
Asian-American/Pacific
Islander
3
4
2
1
n/a
African-American/Black
6
4
2
1
Caucasian/White
89
92
94
96
100
Native American
1
1
1
Mixed Heritage
Unknown other
TOTAL %
100%
100%
100%
100%
100%
100%
Latino His anic Origin
Of Latino Hispanic Origin
6
2
NOT of Latino Hispanic Origin
94
98
100
TOTAL %
100%
100%
100%
100%
100%
100%
Age
0-5 years old
6-17
18-24
10
2
25-59
80
94
60+
10
4
TOTAL %
100%
100%
100%
100%
100%
100%
Gender
Female
40
40
60
60
30
Male
60
60
40
40
70
Total %
100%
100%
100%
10011/0
100°io I
100%
a .aM^ a£S,-�5. "
Disabled % 100 100
Involvement of Clients Your Organization Serves Percent of Board Committee Members Who Are Clients
On Governing Board
On Advisory Committee
Organization Profile - 2014-15 Data Collection Pilot
Income Limits
Household Size
Very Low Income Limit
50% of Median Income
Low Income Limit
z80% of Median Income
1
36,950
59,100
2
42,200
3
47,500
_67,550
76,000
4
52,750
84,400
5
57,000
91,200
6
61,200
97,950
K:ACycle\2014 CycleAG rant Appltcaticns\2014-15 Organization Profile Forn:.Doc/rey
w
All Phase Construction License# 626028
Po Box 150896
San Rafael, Ca 94915
Richard Kruppa - General Contractor (415) 454-7598
TO:
Buckelew MAIL Programs
7 Washington St
San Rafael CA 94903
112513-004
LAKESIDE HOUSE ELAINE
JOB.DESC111PTiON
EXTERIOR PAINT PROJECT
Main house & Outbuilding
Eaves, Trim & Body
ITEMtZED.ESTtMpTE: TIME AND.MAT1 It1ALS '
AMOUNT
MATERIALS
(20) gallons Low Sheen Exterior Paint
$
845.00
(5) gallons Ext Semi -gloss Trim Paint
$
225.00
Sundries
$
200.00
Tools & Labor
$
4,650.00
TOTAL ESTIMATED JOB COST
$5,920.00
This is an estimate only, not a contract. This estimate is for completing the job described above, based on our evaluation. It
does not include unforeseen price increases or additional labor and materials which may be required should problems arise.
R2 ,_A ,rdj KruppwJr November 25, 2013
PREPARED BY DATE
JOB ESTIMATE
All Phase Construction License# 626028
Po Box 150896
San Rafael, Ca 94915
Richard Kruppa - General Contractor (415) 454-7598
TO:
Buckelew MAIL Programs
7 Washington St
San Rafael CA 94903
112513-005
LAKESIDE HOUSE ELAINE
JOB DESCRIPTION
WINDOW REPLACEMENT PROJECT
Demo and remove all windows and necessary trim to install new repalcement vinyl Energy Star windows
Haul and dump or recylce existing windows
Purchase, deliver and install new Energy Star, low E vinyl, dual pane windows
ITEMIZED ESTIMATE: TIME AND MATERIALS AMOUNT
MATERIALS
Jeld-Wen 4500 Builder's Series Energy Star, Low -E (13) windows + (1) slider door $ 4,410.00
Caulking and Sealant $ 200.00
LABOR, SCAFFOLD & TOOLS $ 4,200.00
HAUL & DUMP FEE $ 700.00
DELIVERY $ 300.00
TOTAL ESTIMATED JOB COST $9,810.00
This is an estimate only, not a contract. This estimate is for completing the job described above, based on our evaluation. It
does not include unforeseen price increases or additional labor and materials which may be required should problems arise.
R6chcwd,J K.ruppa i- November 25, 2013
PREPARED BY DATE
JOB ESTIMATE
All Phase Construction License# 626028
Po Box 150896
San Rafael, Ca 94915
Richard Kruppa - General Contractor (415) 454-7598
TO:
Buckelew MAIL Programs
7 Washington St
San Rafael CA 94903
112513-006
LAKESIDE HOUSE ELAINE
JOB DESCRIPTION
DRIVEWAY AND LANDSCAPING PROJECT
Prepare and grade existing gravel driveway surface for new 4" thick driveway
Allow for additional front yard preparations and landscaping
Pour and finsh driveway; Install new landscaping and plants
ITEMIZED ESTIMATE: TIME AND MATERIALS
AMOUNT
MATERIALS
10 CUBIC YARDS OF CONCRETE
$
1,500.00
WIRE REINFORCING MESH
$
200.00
FORMS AND FASTENERS
$
120.00
PLANTS AND GROUNDCOVER
$
700.00
WATER SYSTEM
$
600.00
LABOR & TOOLS
$
3,700.00
HAUL & DUMP FEE
$
200.00
DELIVERY
$
400.00
TOTAL ESTIMATED JOB COST
$7,420.00
This is an estimate only, not a contract. This estimate is for completing the job described above, based on our evaluation. It
does not include unforeseen price increases or additional labor and materials which may be required should problems arise
1z0wwdJ Kr!2pct Jr November 25, 2013
PREPARED BY DATE
JOB ESTIMATE
All Phase Construction License# 626028
Po Box 150896
San Rafael, Ca 94915
Richard Kruppa - General Contractor (415) 454-7598
TO:
Buckelew MAIL Programs
7 Washington St
San Rafael CA 94903
112513-007
LAKESIDE HOUSE ELAINE
JOB DESCRIPTION
MASTER BEDROOM PAINT PROJECT
Paneling and ceiling
ITEMIZED ESTIMATE: TIME AND MATERIALS AMOUNT
MATERIALS
(2) gallons primer $ 60.00
(2) gallons flat or satin finish Paint $ 80.00
Sundries $ 30.00
Tools & Labor
$ 280.00
TOTAL ESTIMATED JOB COST 1 $450.00
This is an estimate only, not a contract. This estimate is for completing the job described above, based on our evaluation. It
does not include unforeseen price increases or additional labor and materials which may be required should problems arise.
Ru 'dJ XruPpa,Jr December 5, 2013
PREPARED BY DATE
'N
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FLOORTEX 'DESIGN
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We hereby Submit Spai;MMUonstind estimates 16r;
WePrOPOSe hereby to furnish material and labor — complete in accordance With above specifications, for the sum of.
Fay.-nent to be mala as follows:
doliare ($
A]! rater!a= is guaranteed :o be as SpeCifled. All work to be co;y�p!slgd in a workmarliKq
manna- sc=ditt to slandE,,d _,c5, A-�� F'Ieistior) cr de,la!irrn f�crn aboye 5ps-_Ijcallor� Autlhorize4l
1,1,101V. no extra oasts v"I be ax cm, up -n wrBt*- 0-iderz, a W: I bDc,)"ne an extra
dnarge ova, and ancva the ssl;male. A;!jpai atr1kes, aeddsrita or
d,isya Loyond ox con ircl;. Owna., to cami *,;,a, tom9to ane ol.nQi 1,scaaaary J,)sUrznce, Our Note: This propoeal may be
workers arc fuly covered by Work-ran'e Compan*ii'�on lrsurance. withdrawn by LIS if rol, accepted within days.
Acceptance of Proposal —.n,, above prices, Spooffications
and condit:ols are sat'sfac!o-y e -j are h9r9LI/ accepted, You ara authorized to do the Signature
work as specified. Paymenlyil ' be a$ c)!1:tj.ned above.
Date of Aaceptainbe: Signature
MARIN COUNTY COMMUNITY DEVELOPMENT
BLOCK GRANT (CDBG) PROPOSAL
2014-15
1. Project Name: Del Ganado Apartments
Project Sponsor: EAH
Contact Person: Suzannah Scullin
Title: Property Supervisor
Mailing Address: 2169 E. Francisco BI., Ste. B
San Rafael, CA 94901
Telephone: 258-1800 Ext.
Fax: 453-4927
E-mail: sussanah.scullin@eahhousing.org
2. Total Amount Requested:
Non -housing proposals must
specify the amount requested
from each planning area.
$80,000
For non -housing projects only:
Funds
Requested
Lower Ross Valley Planning Area
$
Novato Planning Area
$
Richardson Bay Planning Area
$
San Rafael Planning Area
$80,000
Upper Ross Valley Planning Area
$
West Marin Planning Area
$
Website (optional):
All future announcements will be sent to you by e-mail, unless you indicate otherwise: ❑ Please send by mail.
The County of Marin is committed to encouraging new grant applicants. Please call us at 473-6698 for advice about our
requirements and what to emphasize in your application, and consider attending one of our informational workshops. HUD
requires that all CDBG projects engage in affirmative marketing. That means analyzing which demographic groups are
least likely to apply and taking extra steps to market the program or project to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. The goals of affirmative marketing are to enhance neighborhood diversity and to support the County's
commitment to affirmatively furthering fair housing and equal opportunity.
The concept of fair housing encompasses both federal and state laws that prohibit housing discrimination. The federal Fair
Housing Act prohibits discrimination in the sale, rental, and financing of dwellings, and in other housing -related
transactions, based on race, color, national origin, religion, sex, familial status (including pregnancy and the presence of
children), and disability. In addition, state law prohibits housing discrimination on the basis of age, ancestry, marital status,
medical condition, source of income, sexual orientation, gender expression, gender identity, and many other categories.
4. Project Location: (Precise street address). For housing and capital projects, include the year the building was
constructed and the Assessor's Parcel Number.
Address: 626 Del Ganado, San Rafael, CA 9903.
Parcel number: 178-113-23
This is a 30 plus year old complex that was built specifically for low income adults with developmental disabilities
5. Project Description:
This is a 12 unit apartment complex with eleven 1 bedroom units and one 2 bedroom unit. The complex was built
with funding to provide housing for low income persons with developmental disabilities. Many of the residents
have lived in the complex since it was built. The four structures have wooden shingles as siding and are built in
a square design with a grass courtyard in the middle. Five years ago, six of the 12 units were updated with new
shingles, new windows, updated heating and air conditioning added. The six remaining units have not been
updated due to lack of funding. The remaining buildings are at risk of extreme damage due to exposure and not
having been repaired for many years.
6. Total Project Cost: (Include all costs for this particular project regardless of source.)
$130,000
7. Project Budget for CDBG Funds:
Budget must include an itemized estimate of how you would spend the CDBG amount you are requesting; as accurate
and comprehensive as possible. For example. land or building acquisition costs, construction costs, remodeling costs,
architectural and engineering fees, salaries, administrative expenses. etc. For rehabilitation or construction
projects, you must include a contractor's written bid or other equally reliable cost estimate, using Davis-
Bacon wage fates if applicable. If your project includes residential rehabilitation, describe your plans to comply with
federal lead paint regulations.
Funding provided for this project would be used to bring the six original units up to the same status as the six
units that have been rehabilitated. This will include:
1. Replacement of wood shake siding that has weather damage and is aged. 2. Replacement of existing
single pane windows with energy efficient double -paned windows. 3. Replacement of wall lights.
4. Demolition, repairing, patching, and painting. 5. Replacement of existing dry rot conditions.
6. Replacement of wood fascia. 7. Installation of heating/air conditioning units.
8. Other Sources of Funds for this Project: Include amount, source, use, status, and timing of funds other than CDBG
funds, if applicable. Have you applied for the other funds? Are the other funds firmly committed for this project?
Date You Are Funds Date Funds Were When
Source Use Amount Applied Committed? Committed Available
Reserves Remodel and $50,000 Yes Current
rehabilitate
9. Project Implementation:
Who will be responsible for implementing the project? How will it be implemented and what is the proposed schedule
for project implementation?
EAH administrative staff and Lifehouse Director of Finance and Administration will work together with the
contractor to schedule remodel as soon as funds are available. Th project should take approximately one month
to complete.
10. Need for the Project:
A. Need Group
What groups or individuals will benefit from the project? What income level will you serve? How will you document
eligibility? CDBG recipients are required to provide documentation that the majority of the users have incomes at or
below the CDBG income limits. The current upper income limits for CDBG beneficiaries are shown in the table below.
Applicants for housing funds must describe how the project will ensure long-term affordability.
Household
Size
Income
Limit
1
$59,100
2
67,550
3
76,000
4
84,400
5
91,200
6
97,950
7
104,700
8
111,450
The residents of this complex live in their own apartments with supported living
services from Lifehouse. Counselors are assigned to each resident to provide training
and support for shopping, budgeting, meal planning, domestic tasks, scheduling
medical appointments, and other support services. All the residents are on SSI and
have MediCal and fall into the "extremely low income" category. The residents would
have to live in a group home situation if this low income housing were not available. It
is anticipated that these individuals will remain on SSI throughout their lives and will
need this type of living arrangement. Copies of their SSI checks can be used for
verification of income. At least one of the residents has health issues that necessitate
her having air conditioning during the summer.
B. Proiect Rationale: Why is this project needed? Will it assist an especially needy or underserved group?
Funding for all projects of this type have been negatively affected by the economic downturn over the past few years.
While the work has been needed for several years, funding requests have not been able to meet the need.
There are reserves which will be tapped to match CDBG funds granted to accomplish completion of this
project.
C. Equal Opportunity For ali projects, which demographic groups are ieast likely to apply, and what affirmative marketing
steps do you plan to reach them? (Affirmative marketing means analyzing which demographic groups are least likeiy
to apply and taking extra steps to market the program to those groups. One aspect of affirmative marketing is
implementing strategies to make your program more welcoming and comfortable to the groups which are least likely to
apply. Be sure to consider race, ethnicity, and disability, as well as other demographic factors, in your analysis.)
All these individuals have lifelong disabilities and meet any affirmative action requirements as a result. They are
all in the category of Extremely Low Income.
If this project involves housing, how will it affirmatively further fair housing?
All the residents have disabilities and are low income and as a result fall into protected classes for ensuring equal
access.
If this project involves construction, discuss (1) your plans for recruiting women- and minority-owned firms to bid on the
design and development of this project, and (2) your plans to provide employment opportunities to low-income people
and businesses owned by low-income people.
All of these factors will be considered in selecting the contractor to complete the work. It is the policy of EAH and
Lifehouse not to discriminate and to ensure that minority groups are considered in the selection process.
D. Accessibility: What steps are you taking to make this project (and your overall program) accessible to people with
physical and other disabilities?
The units are already occupied by individuals with developmental disabilities including some with physical
disabilities and will continue to be used for that purpose.
E. Green Building: For new construction or rehabilitation, what will you do to incorporate "green building" principles?
A consultant on "green" construction and all available matierials will be used to accomplish "green" objectives.
c For further information, please call Roy Bateman (473-6698). It's ok to call with any questions at any time.
o The current year's application form must be used.
o Completed applications may be mailed or hand -delivered to the Federal Grants Division, Marin County Community
Development Agency, 3501 Civic Center Drive, Room 308, San Rafael, CA 94903-4157.
o Applications sent by fax or e-mail will not be accepted.
n This form can be expanded to accommodate additional text, but we encourage you to be brief. You may attach
supplementary material. If you need more space for several questions, please answer all questions in sequence.
If you'd like to download this form as a Microsoft Word document, visit wwww.marincdbg.com or
www.co.marin.ca.us/depts/CD/main/comdev/FEDERAL/index.cfm.
o Don't forget to fill out the Organization Profile form.
o All County publications are available in alternative formats (Braille, large print, or CD) upon request. Requests for
accommodations may be made by calling (415) 473-4381 (Voice), 473-3232 (TDD/TTY), or by e-mail at
disabilityaccess@marincounty.org. This form and other County documents are available in alternative formats
upon request.
DEADLINE: APPLICATIONS MUST BE RECEIVED BY FRIDAY DECEMBER 13 2013 AT 5 P.M.
Remember that we don't accept e-mailed or faxed applications.
K -IC F Cv n COB A p:c,.. cr. Forr-Dccrrcv
MARIN COUNTY COMMUNITY DEVELOPMENT
BLOCK GRANT (CDBG) PROPOSAL
2014-15
Project Name: Lifehouse HVAC 2. Total Amount Requested: $6,300
Non -housing proposals must
Project Sponsor: Lifehouse specify the amount requested
from each planning area.
Contact Person: Brent Kush
Title: Director of Finance and Administration
Mailing Address: 899 Northgate Dr., Suite 500
San Rafael, CA 94903
Telephone: 472-2373 Ext.
Fax: 472-5739
E-mail: bk.ushnlifohouseagency.org
For non -housing projects only:
Funds
Requested
Lower Ross Valley Planning Area
$
Novato Planning Area
$
Richardson Bay Planning Area
$
San Rafael Planning Area
$
Upper Ross Valley Planning Area
$
West Marin Planning Area
$
Website (optional):
All future announcements will be sent to you by e-mail, unless you indicate otherwise: ❑ Please send by mail.
The County of Marin is committed to encouraging new grant applicants. Please call us at 473-6698 for advice about our
requirements and what to emphasize in your application, and consider attending one of our informational workshops. HUD
requires that all CDBG projects engage in affirmative marketing. That means analyzing which demographic groups are
least likely to apply and taking extra steps to market the program or project to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. The goals of affirmative marketing are to enhance neighborhood diversity and to support the County's
commitment to affirmatively furthering fair housing and equal opportunity.
The concept of fair housing encompasses both federal and state laws that prohibit housing discrimination. The federal Fair
Housing Act prohibits discrimination in the sale, rental, and financing of dwellings, and in other housing -related
transactions, based on race, color, national origin, religion, sex, familial status (including pregnancy and the presence of
children), and disability. In addition, state law prohibits housing discrimination on the basis of age, ancestry, marital status,
medical condition, source of income, sexual orientation, gender expression, gender identity, and many other categories.
4. Project Location: (Precise street address). For housing and capital projects, include the year the building was
constructed and the Assessor's Parcel Number.
All properties owned by Lifehouse. 1) 8 Seminole, Corte Madera 2) 16 Porteous Ave, Fairfax 3) 2 Stonehaven Ct.,
Novato 4) 210 Laurel Place, San Rafael 5) 593 Montecillo Rd., San Rafael 6) 393 Nova Albion, San Rafael 7) 1032
Sir Francis Drake Blvd., San Anselmo 8) 627 Wilson Ave., Novato 9) 48 Golden Hinde Blvd., San Rafael
5. Project Description:
Installation of wireless HVAC thermostats in each house for better energy conservation. Cost is $700 per house.
Aim of project is to maintain comfortable temperature control at each house while conserving energy usage in
each home. The residents are often not at home during the day unless they are sick or unable to attend their day
program. The temperature could be set wirelessly by house managers without making a trip to each house. The
wireless units will allow for better control of costs and energy usage. The cost is an important factor to
Lifehouse as the owner of the property since this is a non-profit agency.
6. Total Project Cost: (Include all costs for this particular project regardless of source.)
$6,300
7. Project Budget for CDBG Funds:
Budget must include an itemized estimate of how you would spend the CDBG amount you are requesting, as accurate
and comprehensive as possible. For example, land or building acquisition costs, construction costs, remodeling costs,
architectural and engineering fees; salaries, administrative expenses, etc.
If this project involves housing, how will it affirmatively further fair housing?
Lifehouse does not discriminate in the selection of contractors. Efforts are made to recruit minority businesses.
The individual who live here all have disabilities and are considered extremely low income. The home will always
house people from this population.
If this project involves construction, discuss (1) your plans for recruiting women- and minority-owned firms to bid on the
design and development of this project, and (2) your plans to provide employment opportunities to low-income people
and businesses owned by low-income people.
Lifehouse does not discriminate in the selection of contractors. In recruiting contractors, minorities are always
considered.
D. Accessibility: What steps are you taking to make this project (and your overall program) accessible to people with
physical and other disabilities?
These homes are already occupied with individuals with disabilities and will continue to be used for this purpose.
E. Green Building: For new construction or rehabilitation, what will you do to incorporate "green building" principles?
A consultant on "green" construction will be consulted and all available materials will be used to accomplish "green"
objectives.
A consultatnt on "green' construction will be consulted and all available materials will be used to accomplish
"green' objectives. Lifehouse as the owner is a non-profit agency.
o For further information, please call Roy Bateman (473-6698). It's ok to call with any questions at any time.
o The current year's application form must be used.
o Completed applications may be mailed or hand -delivered to the Federal Grants Division, Marin County Community
Development Agency, 3501 Civic Center Drive, Room 308, San Rafael, CA 94903-4157.
o Applications sent by fax or e-mail will not be accepted.
o This form can be expanded to accommodate additional text, but we encourage you to be brief. You may attach
supplementary material. If you need more space for several questions, please answer all questions in sequence.
If you'd like to download this form as a Microsoft Word document, visit www,marincdbg.com or
www.co.marin.ca.us/depts/CD/main/comdev/FEDERAL/index.cfm.
o Don't forget to fill out the Organization Profile form.
c All County publications are available in alternative formats (Braille, large print, or CD) upon request. Requests for
accommodations may be made by calling (415) 473-4381 (Voice), 473-3232 (TDD/TTY), or by e-mail at
disabilityaccess@marincounty.org. This form and other County documents are available in alternative formats
upon request.
DEADLINE: APPLICATIONS MUST BE RECEIVED BY FRIDAY DECEMBER 13 2013 AT 5 P.M.
Remember that we don't accept e-mailed or faxed applications.
'a,a-,'FFr CD - Arc .-c�,+c _.-., ,
For rehabilitation or construction projects, you must include a contractor's written bid or other equally
reliable cost estimate, using Davis -Bacon wage rates if applicable. If your project includes residential
rehabilitation, describe your plans to comply with federal lead paint regulations.
1. Install wireless HVAC thermostats in each house for better energy conservation.
2. Cost per unit of $700 for each of 9 properties owned by Lifehouse, a non-profit agency service people with
disabilities.
3.
8. Other Sources of Funds for this Project: Include amount, source, use, status, and timing of funds other than CDBG
funds, if applicable. Have you applied for the other funds? Are the other funds firmly committed for this project?
Date You Are Funds Date Funds Were When
Source Use Amount Applied Committed? Committed Available
None
9. Project Implementation:
Who will be responsible for implementing the project? How will it be implemented and what is the proposed schedule
for project implementation?
Funding for all projects has been negatively affected by the downturn in the economy. Over this period the state
has cut and frozen rates paid to service provider agencies such as Lifehouse. There have not been funds to
make needed repairs.
10. Need for the Project:
A. Need Group
What groups or individuals will benefit from the project? What income level will you serve? How will you document
eligibility? CDBG recipients are required to provide documentation that the majority of the users have incomes at or
below the CDBG income limits. The current upper income limits for CDBG beneficiaries are shown in the table below.
Applicants for housing funds must describe how the project will ensure long-term affordability.
Household
Size
Income
Limit
1
$59,100
2
67,550
3
76,000
4
84,400
5
91,200
6
97,950
7
104,700
8
111,450
Lifehouse provides residential services for 50 adults with developmental disabilities in
these 9 homes in Marin County. In some cases, the residents themselves have to pay
for utilities. All 50 residents are considered as "extremely or very low income".
Lifehouse pays for the utilities in the other homes. Lifehouse is a non-profit agency
which needs to find every possible way to conserve on costs since reimbursement
from the state for their serves has been frozen and cut in the past few years. In
addition to conserving on the cost of utilities, there would be less need for staff to
make a trip to homes to turn down utilities when everyone has left the home during the
day. Wireless units can maintain better control of the temperature at all times in the
home.
B. Project Rationale: Why is this project needed? Will it assist an especially needy or underserved group?
It is extremely important to maintain a specific temperature in these homes as the residents have disabilities and several
have medical conditions which would require them to have the correct temperature in the home. It does affect their
health and comfort. It is also a requirement of the homes with a state license.
Funding for all projects has been negatively affected by the economic downturn and also the cuts and frozen
rates from the state for the services provided by Lifehouse.
C. Equal Opportunity: For all projects,, which demographic groups are least likely to apply, and v,,hat affirmative marketing
steps do you plan to reach them? (Affirmative marketing means analyzing which demographic groups are least iikely to
apply and taking extra steps to market the program to those groups. One aspect of affirmative marketing is implementing
strategies to make your program more welcoming and comfortable to the groups which are least likely to apply. Be sure to
consider race, ethnicity; and disability, as well as other demographic factors. in your analysis.)
The residents of this home are referred by the regional center/state of California. Lifehouse has a policy of non-
discrimination in who it serves.
MARIN COUNTY COMMUNITY DEVELOPMENT
BLOCK GRANT (CDBG) PROPOSAL
2014-15
Project Name: Sunrise II - 2. Total Amount Requested: $30,100
Non -housing proposals must
Project Sponsor: Lifehouse specify the amount requested
from each planning area.
Contact Person: Brent Kush
Title: Director of Finance and Administration
Mailing Address: 899 Northgate Dr., Suite 500
San Rafael, CA 94903
Telephone: 472-2373
Fax: 472-5739
E-mail: 1. �kusli&lifehousg;-c enc�.or
For non -housing projects only:
Funds
Requested
Lower Ross Valley Planning Area
$
Novato Planning Area
$
Richardson Bay Planning Area
$
San Rafael Planning Area
$
Upper Ross Valley Planning Area
$
West Marin Planning Area
$
Website (optional):
All future announcements will be sent to you by e-mail, unless you indicate otherwise: ❑ Please send by mail.
The County of Marin is committed to encouraging new grant applicants. Please call us at 473-6698 for advice about our
requirements and what to emphasize in your application, and consider attending one of our informational workshops. HUD
requires that all CDBG projects engage in affirmative marketing. That means analyzing which demographic groups are
least likely to apply and taking extra steps to market the program or project to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. The goals of affirmative marketing are to enhance neighborhood diversity and to support the County's
commitment to affirmatively furthering fair housing and equal opportunity.
The concept of fair housing encompasses both federal and state laws that prohibit housing discrimination. The federal Fair
Housing Act prohibits discrimination in the sale, rental, and financing of dwellings, and in other housing -related
transactions, based on race, color, national origin, religion, sex, familial status (including pregnancy and the presence of
children), and disability. In addition, state law prohibits housing discrimination on the basis of age, ancestry,, marital status,
medical condition, source of income, sexual orientation, gender expression, gender identity, and many other categories.
4. Project Location: (Precise street address). For housing and capital projects, include the year the building was
constructed and the Assessor's Parcel Number.
Address: 48 Golden Hinde, San Rafael, CA
Parcel number: 175-291-10
This is an approximately 54 year old house.
5. Project Description:
This is a home that is licensed by Health Care Licensing for six adults with severe and profound developmental
disabilities. Several of the residents use wheelchairs for mobility. The home has remained in use as this type
home since the 1980s when Lifehouse purchased the home. It has suffered a lot of wear and tear due to the
number of people living in the home and the continuous use of wheelchairs inside the home. There has not been
funding for updating the home for many years and consequently is in need of repair and modification. The
kitchen is extremely small and has all outdated appliances. It is not adequate to store the supplies for this many
individuals living together.
6. Total Project Cost: (Include all costs for this particular project regardless of source.;
$30,100
7 . Project Budget for CDBG Funds:
Budget must include an itemized estimate of how you would spend the CDBG amount you are requesting, as accurate
and comprehensive as possible. For example, land or building acquisition costs, construction costs, remodeling costs,
architectural and engineering fees, salaries, administrative expenses, etc. For rehabilitation or construction
projects, you must include a contractor's written bid or other equally reliable cost estimate, using Davis -
Bacon wage rates if applicable. If your project includes residential rehabilitation, describe your plans to comply with
federal lead paint regulations.
1. Demo existing Kitchen and remove all debris ($2000). 2. Re -wire and upgrade existing electrical to meet
Title 24 code ($4500). 3. Install new cabinets and install new sheetrock ($7000). 4.lnstail new countertops
($2800). 5. Change out sink and existing plumbing ($1500). 6. Install new appliances ($7000). 7. Prime,
paint, two coats of paint ($2,000) 8. Change out electrical cover plate. 9. Install new flooring ($1500)
10. Permits and city fees ($1800)
8. Other Sources of Funds for this Project: Include amount, source, use, status, and timing of funds other than CDBG
funds, if applicable. Have you applied for the other funds? Are the other funds firmly committed for this project?
Date You Are Funds Date Funds Were When
Source Use Amount Applied Committed? Committed Available
None
9. Project Implementation:
Who will be responsible for implementing the project? How will it be implemented and what is the proposed schedule
for project implementation?
Lifehouse administrative staff will work with a contractor to schedule the work. Bids will be obtained and the
lowest/most qualified bid will be awarded. The project should take approximately three weeks to complete.
10. Need for the Project:
A. Need Group
What groups or individuals will benefit from the project? What income level will you serve? How will you document
eligibility? CDBG recipients are required to provide documentation that the majority of the users have incomes at or
below the CDBG income limits. The current upper income limits for CDBG beneficiaries are shown in the table below.
Applicants for housing funds must describe how the project will ensure long-term affordability.
Household
Size
Income
Limit
1
$59,100
2
67,550
3
76,000
4
84,400
5
91,200
6
97,950
7
104,700
8
111,450
This is a licensed group home for 6 adults with developmental disabilities who have
severe and profound medical and self care needs. The individuals who live here are
considered at the "extremely low income" level. They do receive MediCal. The home is
owned by Lifehouse, a non-profit agency providing residential services to individuals
with developmental disabilities. Copies of SSI checks are available to verify income.
B. Proiect Rationale: Why is this project needed? Will it assist an especially needy or underserved group?
Funding for all projects has been negatively affected by the economic downturn and also the cuts and frozen
rates from the state for the services provided by Lifehouse. There have not been funds to make needed
repairs.
C. Equal Opportunity: For all projects, which demographic groups are least likely to apply, and what affirmative marketing
steps do you plan to reach them? (Affirmative marketing means analyzing which demographic groups are least likely
to apply and taking extra steps to market the program to those groups. One aspect of affirmative marketing is
implementing strategies to make your program more welcoming and comfortable to the groups which are least likely to
apply. Be sure to consider race, ethnicity, and disability, as well as other demographic factors, in your analysis.)
The residents of this home are referred by the regional center/state of California. Lifehouse has a policy of non-
discrimination in who it serves.
If this project involves housing, how will it affirmatively further fair housing?
The individual who live here all have disabilities and are considered extremely low income. The home will always
house people from this population.
If this project involves construction, discuss (1) your plans for recruiting women- and minority-owned firms to bid on the
design and development of this project, and (2) your plans to provide employment opportunities to low-income people
and businesses owned by low-income people.
Lifehouse does not discriminate in the selection of contractors. Lifehouse has a policy of non-discrimination
when it comes to contracting work. In recruiting contractors, minorities are always considered.
D. Accessibility: What steps are you taking to make this project (and your overall program) accessible to people with
physical and other disabilities?
All the residents of this home have disabilities. May of them have physical disabilities necessitating that the use
wheelchairs. The home will always be designated as a home for people with developmental disabilities
E. Green Building: For new construction or rehabilitation, what will you do to incorporate "green building" principles?
A consultant on "green" construction will be consulted and all available materials will be used to accomplish
"green" objectives. Lifehouse as the owner is a non-profit agency.
o For further information, please call Roy Bateman (473-6698). It's ok to call with any questions at any time.
o The current year's application form must be used.
o Completed applications may be mailed or hand -delivered to the Federal Grants Division, Marin County Community
Development Agency, 3501 Civic Center Drive, Room 308, San Rafael, CA 94903-4157.
o Applications sent by fax or e-mail will not be accepted.
o This form can be expanded to accommodate additional text, but we encourage you to be brief. You may attach
supplementary material. If you need more space for several questions, please answer all questions in sequence.
If you'd like to download this form as a Microsoft Word document, visit www.marincdbg.com or
www.co.marin.ca.us/depts/CD/main/comdev/FEDERAL/index.cfm.
o Don't forget to fill out the Organization Profile form.
o All County publications are available in alternative formats (Braille, large print, or CD) upon request. Requests for
accommodations may be made by calling (415) 473-4381 (Voice), 473-3232 (TDD/TTY), or by e-mail at
disabilityaccess@marincounty.org. This form and other County documents are available in alternative formats
upon request.
DEADLINE: APPLICATIONS MUST BE RECEIVED BY FRIDAY DECEMBER 13 2013 AT 5 P.M.
Remember that we don't accept e-mailed or faxed applications.
K -,,,,E2:'. 3vc - _a -tPr r r �I,.rF ;c -.;y
MARIN COUNTY COMMUNITY DEVELOPMENT
BLOCK GRANT (CDBG) PROPOSAL _>
2014-15
1. Project Name: Sunrise II
3. Project Sponsor: Lifehouse
Contact Person: Brent Kush
Title: Director of Finance and Administration
Mailing Address: 899 Northgate Dr., Suite 500
San Rafael, CA 94903
Telephone: 472-2373
Fax: 472-5739
E-mail: bkush(a)Iifehouseagency.org
Total Amount Requested:
Non -housing proposals must
specify the amount requested
from each planning area.
$22,500
For non -housing projects only:
Funds
Requested
Lower Ross Valley Planning Area
$
Novato Planning Area
$
Richardson Bay Planning Area
$
San Rafael Planning Area
$
Upper Ross Valley Planning Area
$
West Marin Planning Area
$
Website (optional):
All future announcements will be sent to you by e-mail, unless you indicate otherwise: ❑ Please send by mail.
The County of Marin is committed to encouraging new grant applicants. Please call us at 473-6698 for advice about our
requirements and what to emphasize in your application, and consider attending one of our informational workshops. HUD
requires that all CDBG projects engage in affirmative marketing. That means analyzing which demographic groups are
least likely to apply and taking extra steps to market the program or project to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. The goals of affirmative marketing are to enhance neighborhood diversity and to support the County's
commitment to affirmatively furthering fair housing and equal opportunity.
The concept of fair housing encompasses both federal and state laws that prohibit housing discrimination. The federal Fair
Housing Act prohibits discrimination in the sale, rental, and financing of dwellings, and in other housing -related
transactions, based on race, color, national origin, religion, sex, familial status (including pregnancy and the presence of
children), and disability. In addition, state law prohibits housing discrimination on the basis of age, ancestry, marital status,
medical condition, source of income, sexual orientation, gender expression, gender identity, and many other categories.
4. Project Location: (Precise street address). For housing and capital projects, include the year the building was
constructed and the Assessor's Parcel Number.
Address: 48 Golden Hinde, San Rafael, CA
Parcel number: 175-291-10
This is an approximately 54 year old house.
5. Project Description:
This is a home that is licensed by Health Care Licensing for six adults with severe and profound developmental
disabilities. Several of the residents use wheelchairs for mobility. There is a swimming pool which is used for
therapeutic reasons for the individuals living in this home. Most have cerebral palsy and have very limited
physical movement and the pool is used for their therapeutic exercising. There is a similar home nearby with six
residents owned also by Lifehouse. The residents from this second home have similar physical needs and this
pool is used therapeutically for them also.
Total Project Cost: (Include all costs for this particular project regardless of source.]
$22,500
Project Budget for CDBG Funds:
Budget must include an itemized estimate of how you would spend the CDBG amount you are requesting, as accurate
and comprehensive as possible. For example, land or building acquisition costs, construction costs, remodeling costs
architectural and engineering fees, salaries, administrative expenses, etc. For rehabilitation or construction
projects, you must include a contractor's written bid or other equally reliable cost estimate, using Davis-
Bacon wage rates if applicable. If your project includes residential rehabilitation, describe your plans to comply with
federal lead paint regulations.
1. Remove existing tiles from the perimeter of the pool. 2. Drain pool to excess plaster which is cracked. 3.
Vacuum seal all cracks. 4. Re -seal entire pool. 5. Change out pool machinery.
8. Other Sources of Funds for this Project: Include amount, source, use, status, and timing of funds other than CDBG
funds, if applicable. Have you applied for the other funds? Are the other funds firmly committed for this project?
Date You Are Funds Date Funds Were When
Source Use Amount Applied Committed? Committed Available
None
9. Project Implementation:
Who will be responsible for implementing the project? How will it be implemented and what is the proposed schedule
for project implementation?
Lifehouse administrative staff will work with a contractor to schedule the work. Bids will be obtained and the
lowest/most qualified bid will be awarded. The project should take approximately two weeks to complete.
10. Need for the Project:
A. Need Group
What groups or individuals will benefit from the project? What income level will you serve? How will you document
eligibility? CDBG recipients are required to provide documentation that the majority of the users have incomes at or
below the CDBG income limits. The current upper income limits for CDBG beneficiaries are shown in the table below.
Applicants for housing funds must describe how the project will ensure long-term affordability.
Household
Size
Income
Limit
1
$59,100
2
67,550
3
76,000
4
84,400
5
91,200
6
97,950
7
104,700
8
111,450
This is a licensed group home for 6 adults with developmental disabilities who have
severe and profound medical and self care needs. As mentioned above the residents of
this home are able to have therapeutic exercise by the use of this pool. The individuals
who live here are considered at the "extremely low income" level. They do receive
MediCal. The home is owned by Lifehouse, a non-profit agency providing residential
services to individuals with developmental disabilities.
B. Project Rationale: Why is this project needed? Will it assist an especially needy or underserved group?
Funding for all projects has been negatively affected by the economic downturn and also the cuts and frozen
rates from the state for the services provided by Lifehouse. There have not been funds to make needed
repairs.
C. Equal Opportunity: For all projects, which demographic groups are least likely to apply, and what affirmative marketing
steps do you plan to reach them? (Affirmative marketing means analyzing which demographic groups are least likely
to apply and taking extra steps to market the program to those groups. One aspect of affirmative marketing is
implementing strategies to make your program more welcoming and comfortable to the groups which are least likeiv to
apply. Be sure to consider race, ethnicity, and disability, as well as other demographic factors, in your analysis.;
The residents of this home are referred by the regional center/state of California. Lifehouse has a policy of non-
discrimination in who it serves.
If this project involves housing. how will it affirmatively further fair housing?
The individual who live here all have disabilities and are considered extremely low income, The home will always
house people from this population.
If this project involves construction. discuss (1) your plans for recruiting women- and minority-olvned firms to bid on the
design and development of this project; and (2) your plans to provide employment opportunities to low-income people
and businesses owned by low-income people.
Lifehouse does not discriminate in the selection of contractors. Lifehouse has a policy of non-discrimination
when it comes to contracting work. In recruiting contractors, minorities are always considered.
D. Accessibility: What steps are you taking to make this project (and your overall program) accessible to people with
physical and other disabilities?
All the residents of this home have disabilities. May of them have physical disabilities necessitating that the use
wheelchairs. The home will always be designated as a home for people with developmental disabilities
E. Green Building: For new construction or rehabilitation, what will you do to incorporate "green building" principles?
A consultant on "green" construction will be consulted and all available materials will be used to accomplish
"green" objectives. Lifehouse as the owner is a non-profit agency
o For further information, please call Roy Bateman (473-6698). It's ok to call with any questions at any time.
c The current year's application form must be used.
o Completed applications may be mailed or hand -delivered to the Federal Grants Division, Marin County Community
Development Agency, 3501 Civic Center Drive, Room 308, San Rafael, CA 94903-4157.
o Applications sent by fax or e-mail will not be accepted.
o This form can be expanded to accommodate additional text, but we encourage you to be brief. You may attach
supplementary material. If you need more space for several questions, please answer all questions in sequence.
If you'd like to download this form as a Microsoft Word document, visit www.marincdbg.com or
www.co.marin.ca.us/depts/CD/main/comdev/FEDERALlindex.cfm.
o Don't forget to fill out the Organization Profile form.
0 All County publications are available in alternative formats (Braille, large print, or CD) upon request. Requests for
accommodations may be made by calling (415) 473-4381 (Voice), 473-3232 (TDD/TTY), or by e-mail at
disabilityaccess@marincounty.org. This form and other County documents are available in alternative formats
upon request.
DEADLINE: APPLICATIONS MUST BE RECEIVED BY FRIDAY DECEMBER 13 2013 AT 5 P.M.
Remember that we don't accept e-mailed or faxed applications.
K_ACydeA2014 CyteVGrant Apphrations\2014-15 CDBG App Iicat cr Ferm.Dochoy
BLOCK GRANT (CDBG) PROPOSAL
2014-15
1 Project Name: Marinwood Village 2. Total Amount Requested: $250,000
Non -housing proposals must
3. Project Sponsor: BRIDGE Housing Corporation specify the amount requested
from each planning area.
Contact Person: Lisa Grady
Mailing Address: 345 Spear Street, Suite 700, SF, CA,
94105
Telephone: 415.321.3534 Ext.
Fax: 415.495.4898
E-mail: lgrady@bridgehousing.com
For non -housing projects only:
Funds
Requested
Lower Ross Valley Planning_?Area
$
Novato Planning Area
$
Richardson Bay Planning,�a
$
San Rafael Planning Area
$
Upper Ross Valley Planning Area
$
West Marin Planning Area
_$
All future announcements will be sent to you by e-mail, unless you indicate otherwise: 0 Please send by mail.
The County of Marin is committed to encouraging new grant applicants. Please call us at 473-6698 for advice about our
requirements and what to emphasize in your application, and consider attending one of our informational workshops.
HUD requires that all CDBG projects engage in affirmative marketing. That means analyzing which demographic groups
are least likely to apply and taking extra steps to market the program or project to those groups. One aspect of
affirmative marketing is implementing strategies to make your program more welcoming and comfortable to the groups
which are least likely to apply. The goals of affirmative marketing are to enhance neighborhood diversity and to support
the County's commitment to affirmatively furthering fair housing and equal opportunity.
The concept of fair housing encompasses both federal and state laws that prohibit housing discrimination. The federal
Fair Housing Act prohibits discrimination in the sale, rental, and financing of dwellings, and in other housing -related
transactions, based on race, color, national origin, religion, sex, familial status (including pregnancy and the presence of
children), and disability. In addition, state law prohibits housing discrimination on the basis of age, ancestry, marital
status, medical condition, source of income, sexual orientation, gender expression, gender identity, and many other
categories.
Project Location: (Precise street address). For housing and capital projects, include the year the building was
_
constructed and the Assessor's Parcel Number.
1-11, 155, 171 & 197 �'Aarinwooc!Avenue, San Rafael, CA
APN: 164-471-64, 164-471-65, 164-471-69, 164-471-70
5. Project Description:
The Marinwood Village development will create 72 units of affordable housing available to households earning below 60% of
the Area Median Income. The County of Marin has taken active steps to encourage the development of affordable housing to
address the continued imbalance between the needs of both low income residents, as well as the tremendous number of
people employed in low-wage jobs that are commuting into Marin and creating harmful environmental impacts. The County
has been actively engaged in fostering the creation of affordable housing at the Marinwood Plaza site. Previously, the County
has committed $531,791 in CDBG funding. Additional CDBG funding is a critical component of the financing plan for the
development.
The Marin4 :_; f g�tza ref ,_,,:ent sr, f0i affordable housing, white eliminating
nelg"BF *: is cOmmiV("_1 to cr d irl fr, t,.�7:rinwood Village as anew cr,.. .; ijlity
center. i,f,that BRIDE' C and a Ago teat, lir v,_ cf F_,� k��.i r ,, ..,��as �E, r qtly to the G , , Pi i,iciples that
were esi.xi: 'Shea through i, `c'<?imunity t qpr.+ i ocess spearheac + ; {C? :aunt, i !..inning staff , The overall
master pl,n consists of the full 5 acre sit , %;h;1- I ;e reconfigured to it„ ; three parcels: a norzi el that will be
improved with 3 retail buildings, one of v, -.ile wi;. tie a mixed use building witk 10 apartments above, .: le parcel which
will be retained by the current property owners; and the southern portion � , the site, which will be i 1=i. - :%; h 72 units of
housing in 3 3 -story buildings. The funding being requested would be used i::hy for the purchase of the southern parcel.
BRIDGE submitted a planning application to the County which was deemed cu,Hplete at the end of September. The EIR
process will start once the County engages an EIR consultant.
The surrounding neighborhood is primarily single story homes and an elementary and middle school as well as the IvIarinwood
Community Center are located within walking distance of the site. in addition, the location is close to large regional
employers including the County of Marin and Kaiser Permanente and regional bus service. The site will be able to compete for
9% federal tax credits.
The proposed project offers a unique opportunity to meet the County of Marin's stated need for more affordable workforce
housing while revitalizing a blighted part of an otherwise healthy neighborhood.
6. Total Project Cost: (include all costs for this particular project regardless of source.)
Approximately $26M. See sources and uses of funds below.
7, Project Budget for CDBG Funds:
Budget must include an itemized estimate of how you would spend the CDBG amount you are requesting, as
accurate and comprehensive as possible, For example, land or building acquisition costs, construction costs,
remodeling costs, architectural and engineering fees, salaries, administrative expenses, etc. For rehabilitation or
construction projects, you must include a contractor's written bid or other equally reliable cost estimate,
using Davis -Bacon wage rates if applicable. If your project includes residential rehabilitation, describe your plans
to comply with federal lead paint regulations.
Uses of Funds
Total
predevelopment
construction
permanent
Acquisition & Carrying Costs
3,590,286
3,590,286
-
3,590,286
Construction
15,097,069
-
15,097,069
15,097,069
Architect, Engineers, Permits
2,799,566
1,057,300
1,742,266
2,799,566
Indirect Expenses
666,000
246,000
390,000
666,000
Financing
1,055,306
9,000
1,046,306
1,055,306
Other (Taxes, Soft Cost Contingency, Reserves)
618,620
273,771
100,000
618,620
Developer Fee& Syndication Costs
2,181,636
17,500
664,136
2,181,636
Repay BRIDGE advance
-
-
-
450,000
RepayConstructionLoan
16,383,634
_
200,000
200,30:0
Total
42,392,117
5,193,857
19,039,777
26,008,483
Sources of Funds
F,ICF
2,000,000
1,293,857
706,143
2,000,000
County of Marin
3,000,000
3,000,000
-
3,000,000
Tax Credit Investor
13,247,208
-
900,000
13,247,208
Construction Lender
16,383,634
16,383,634
-
Permanent Lender
5,811,275
-
5,811,275
GP Equity
-
_
_
Deferred Deve'op- e •:r. _e
-
_
-
_
County Offsite Fund n,,,
450;000
-
450,000
450,000
Tamaipu`s Fojn,a for
200030
200,000
200,30:0
CDBG
900,000
9C 0,000
-
900,00)
HOME
400,0J0
400,000
400,000
Additional Gap Funds
(0)
-
(0)
Total
42,392,117
5,193.857
"9;039,777
26,00€,483
C"o G v io Ye 5,. Pri or Year 84224
CJ 201 ru r Recue7t 250ODO HOVE 2C'_3 Ga a"ng 20: JOU
C EC , uta ,c Year Fjo ,, Fequest 11 6,205 H0S1_ F-i'u re Yc�r Fuidirg Rea uest 115,77C
8. Other Sources of Funds for this Project: Include amount, source, use, status, and timing of funds other than
CDBG funds, if applicable. Have you applied for the other funds? Are the other funds firmly committed for this
project?
9. Project Implementation:
Who will be responsible for implementing the project? How will it be implemented and what is the proposed
schedule for project implementation?
r_a,�. v.
• r •
A. Need Group
What groups or individuals will benefit from the project? What income level will you serve? How will you document
eligibility? CDBG; recipients are required to provide documentation that the majority of the users have incomes at or
below the CDBG income limits. The current upper income limits for CDBG beneficiaries are shown in the table
below. Applicants for housing funds must describe how the project will ensure long-term affordability.
Household
Size
1
Income
Limit
$59,100
2
Date You
Are Funds
Date Funds Were
When Available
Source
Use
Amount
Applied
Committed?
Committed
104,700
Perm Loan
Perm source
6,910,716
No
Will apply in 2015
Tax credit equity
Perm source
12,247,132
No
Will apply in 2015
County Housing Trust
Construction/Perm
3,000,000
No
currently
NACF
Construction/Perm
2,000,000
No
currently
CDBG
Acquisition/Perm
900,000
2011 and 2012
$531,791 committed
2012 and 2013
Horne Funds
Construction/Perm
200,000
2011 and 2012
$84,224 committed
2012 and 2013
County Off -Site Funds
Cori struction/Perm
450,000
CDA applied
Yes
Tamalpais Foundation
Acquisition/Perm
200,000
No
2014 and 2015
9. Project Implementation:
Who will be responsible for implementing the project? How will it be implemented and what is the proposed
schedule for project implementation?
r_a,�. v.
• r •
A. Need Group
What groups or individuals will benefit from the project? What income level will you serve? How will you document
eligibility? CDBG; recipients are required to provide documentation that the majority of the users have incomes at or
below the CDBG income limits. The current upper income limits for CDBG beneficiaries are shown in the table
below. Applicants for housing funds must describe how the project will ensure long-term affordability.
Household
Size
1
Income
Limit
$59,100
2
67,550
3
76,000
4
84,400
5
91,200
6
97,950
7
104,700
8
111,450
_,3 ,1, ill serve households earning no mo
_,Aed to lower income ranges. Tf",_-
, developed and I'msspecific
11 ,,s
< i :3se't.tp
process and annually thereafterl . �, 1r gt, x". -Y- (), in, -,Pr
requirements for income screenl,i�, 1.;. _-OWC vJ11 h
B. Project Rationale: Why is this project needed? Will it assist an especially needy or underserved group?
Marin County is the wealthiest county in Californl . th a hi; h home ownership rate and very littie affordable housing.
Average "asking rents" within the Marin market have risen 34°: -ti in the cast 4 years (Raalfncts.com). Currently, the average
"asking rent" for a 2 bedroom 1 bath apartment within this r-- arket area is $1,060 a ut of reach for very low and lova
income households. This leads most low income residents to overpay for housing; 84% or renters at or below 80% of AMI are
overpaying, according to the County Housing Element. The occupancy rate is currently over 95%, which indicates a very tight
and unhealthy rental market. As documented by studies funded by the Marin Community Foundation, the majority Marin's
service sector workforce commute into the County because the cost of housing in Marin is out of their reach. Marin's
notoriously bad commute hour traffic and its impacts on air quality are a direct result of the County's overheated and over-
priced rental market.
The proposed Marinwood project will directly target these families who work in Marin and are in need of conveniently
located, high quality housing at affordable rents. In addition to being affordable, the site offers the advantage of having
public schools nearby in the acclaimed Dixie School District and transit linkages along Highway 101. Marinwood Market will
provide convenient shopping and the project's on-site amenities will include laundry facilities, a multi-purpose community
room, BBQ area, a community garden, open space, and play areas/courtyards. The site's location and affordably levels will
help us to quickly fill units as they come o: clic-,
C. Equal Opportunity- For all projects, which demographic groups are least likely to apply, and what affirmative
marketing steps do you plan to reach them? (Affirmative marketing means analyzing which demographic groups are
least likely to apply and taking extra steps to market the program to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which
are least likely to apply. Be sure to consider race, ethnicity, and disability, as well as other demographic factors, in
your analysis.)
We won't know which demographic groups are least likely to apply until marketing begins, Latinos and African Americans
constitute an extremely small demographic group within the immediate area surrounding the site. Affirmative marketing to
these groups is likely to ;. , t quired.
if this project involves housing, how will it affirmatively further fair housing?
Marketing of the Ma i project will be managt._i by prc,:rty management company, BRIDGE Property
Management G--ipan�x ! ;, 'T BPi%/. man .1arin a! -I,-! d ,ble rental �-ommunities and is very familiar
with all rf Fl, ! { iv"CA_ (.:.worn end count`,. `.. vjll rF i:^atP an affirmatiltp markotina
campal tt fC}f r_. ,0_',3'.;� ensure rig a
resi_ct to treat ._ t,iat: t.f . , w i ';r '. ,
�j, I Ti K �`� Mate agai�� � �{33•,3 1 �I t: J, iJ i, (eq„ S��.Wf,
creat, ci—donal or cl f to',t"+ _ z :i,i- ? on, Sex, SE;.t;- s t ,;_t"t
h�.- "
„ , : _ _, =cap, military
s� t: " .urce of 1F -1-i' 4 status of .. w. a i,c ,, ;`;�,, a, �,,,, nny other
6fuaie? , hasi5 baiif:it t,'i' marketing `i,ertise in, ., ..i> I !. i ..ii} 1 ,t;tl�{ f} ... '3r7 �._ .., --1i as
multilin ; . it i:, ,�,rs. All acting material,. L; , (;
o Completed applications may be mailed or hand -delivered to the Federal Grants Division, Marin County
Community Development Agency, 3501 Civic Center Drive, Room 308, San Rafael, CA 94903-4157.
o Applications sent by fax or e-mail will not be accepted.
o This form can be expanded to accommodate additional text, but we encourage you to be brief. You may attach
supplementary material. If you need more space for several questions, please answer all questions in
sequence. If you'd like to download this form as a Microsoft Word document, visit www.marincdbg.com or
www.co.marin.ca.us/depts/CD/main/comdev/FEDERAL/index.cfm.
o Don't forget to fill out the Organization Profile form.
o All County publications are available in alternative formats (Braille, large print, or CD) upon request. Requests
for accommodations may be made by calling (415) 473-4381 (Voice), 473-3232 (TDD/TTY), or by e-mail at
disabilityaccess@ marincounty.org. This form and other County documents are available in alternative formats
upon request.
DEADLINE: APPLICATIONS MUST BE RECEIVED BY FRIDAY DECEMBER 13 2013 AT 5 P.M.
Remember that we don't accept e-mailed or faxed applications.
K:\Cycle\2014 Cycle\Grant Applications\2014-15 CDBG Application Form.DOC/roy
Mannwoo0 9% 12172!2013 2:19 PM
DEVELOPMENT SUMMARY
MARINWOOD 9% SCENARIO
Assumptions
._. ,.
Total Site Area (Acres)
2.56
111,514 s.f.
Density(Units per Acre): 28 DUAL
Unit mix altered to get to
Total Number of Units
72
Gross Building Area
72,541
51111 assumin; POSE for 25
Number of Parkklm,5paces
114
Usingthe redT, -ingot
A. DEVELOPMENT BUDGET SUMMARY
C. FINANCING ASSUMPTIONS
O. FIVE YEAR CASH FLOW
Total
per
per
per
Description
A-unt
Resid. Unit
Resid. NSF
Resid GSF
CONSTRUCTION LOAN
Descript'on
----------------
----------
------------
---------
Lender.
Tena.: Rental income R,
Acquisition & Related
$3,59),236
$49,865
$60.35
$47.14
Loan Amount:
$0
PBA Rent Su b;idy
Holding Costs
0
0
0.00
0.00
Loan Term:
18 mos
Mi.. incouv_Itat.ndryi
subtotal
$3,590,236
$49,865
$6035
$47.14
Note Rate:
4.00%
Construction - New Structure
$13,10:,070
182,000
$220.27
$172-05
> 50% Basis plus Land?
no 0.0%
Gross Scheduled ln:eme
C,,rat... G", -
$682,669
9,482
$11.48
$8.96
less Vaaar y/C<il_;.tirr. Li
fuetishinge a nd Equipment
130070
1,806
2.19
1.71
PERMANENT DEBT SOURCES
Hard Cus[Cantingena y -Nee,
10.00;c 1,310,4)0
18,200
22,03
17.21
Lender
Effective Gress lncorne{,1
Hard Cosi Contingency -Reuse
6.00=:, 0
0
0.00
0.00
Loan Amount:
$4,380,913
less Operating ErpI
subtotal
$15,227,059
$211,487
$255.96
$199.93
Loan Term:
30
less Replacement Reserve
Architecture/Engineering
$1,142,404
$15,867
$19.20
$15.00
Note Rate:
6.25%
less Property Taxes/ CFC
Permits and Fee,
1,657,166
23,016
27.86
21.76
Payment(annual):
5470,844
Tess Annual Issuer Admin
C.-t-6- Loan Interest/Fees
912,497
12,674
15.34
11.98
DCR:
115
Soot cost of Issuance
742,809
1,983
2,40
1.88
Net Operating Income W
Permanent Lean Fees/Costs
0
0
0.00
0.00
LOCALGOVERNMENT
Total Hard Debt P.,ymcet
Legal
285,000
3,958
4.79
3.74
Lender:
City County
DISTRIBUTABLE CASH FL(
Apr ,a1/M,rket Study
20,000
278
0.34
0.26
MCF
$2,000,000
less City regd. Operating 1
fA kali yJtxase-up
176,000
2,444
2.96
2.31
County loan Amt
$4,3501
lea PM, AM Fees &Add'1
Title/Audit/Cost Certification
105,000
1,458
1.77
1.38
Loan Term:
55
Net Cash Flow
Insurance
138,771
1,927
233
1.82
Note Rate:
3.007.
Cash Flow Distribution
Property Taxes
0
0
0,00
0.00
Annual Admin Fee:
$0 yr
Deferred Developer Fee
Soft Cost Contingency and Reserves
479,849
6,665
8.07
6.30
Per Unit:
"$77,778'
Incentive ManagementFi
subtotal
$5,059,491
$70,271
$8SMS
$66.43
City/County
Syndication Costs and Developer Fee
$2,131,636
$29,606
$35.83
$27.99
STATE FUNDING
HCD
Lender.
TOTAL DEVELOPMENT COSTS
$26,008,483
$361,229
$437.19
$341.49
Loan Amount:
Loan Term:
check
$ -
Note Rate:
0.42%
E. ANNUAL OPERATING EXI
Payment (annual):
$0
B. SOURCES AND USES
Predevelopment
Construction
Permanent
CCR:
0.00
Sources of Funds
Period
Period
Period
UNIT MIX AND RENTS
MCF
$1,293,857
$706,143
$2,000,000
Investor Equity _ Federal Credit
F. 1 Bedroom
County of Madn
$3,000,000
$0
$3,000,000
1 Bedroom
Tax Credit Investor
$0
$900,000
$13,247,208
Net Rate
$Ims
1Bedroom
Construction Lender
$0
$16,383,634
$0
Net Pay-in
$13,247,208
1 Bedroom
Permanent Lender- TrancheA
$0
$0
$4,380,913
initial Pay-in
$900,000
1Bedroom
Permanent Lender- Tranche 8
$0
$1,430,362
Credit Rate(9%ifPIS byendof'13)
7-43%
1Bedroom
GP Equity
$0
$0
$0
Annuai Federal Credits
$12,616,389
2 Bedroom
Tamalpais Foundation
$0
$200,000
$200,000
2 Bedroom
Deferred Development Fee
$0
$0
$0
Investor Equity-State Credit
2 Bedroom
County Offsite Funding
$0
$450,000
$450,000
Net Rate
$0.550
2 Bedroom
CDBG/HOME
$900,000
$400,000
$1,300,000
Net Pay-In
$0
2Bedroom
Additional Gap funds
$0
$0
$0
2 Bedroom
-----•--
------------
----•-•--•
Financing gap
$13,247,208
3Bedroom
TOTALSOURCES
$5,193,857
$19,039,777
$26,008,483
less equity from acq basis
$0
3Bedroom
Remaining gap
$13,247,208
3Bad-
Uses of Funds
-
13,247,208
3 Bedroom
Acquislt'on&Carrying Costs
$3,590,286
$0
$3,590,286
Tiebreaker
3Bedroom
Ccnstruction
$0
$15,097,OE9
$15,097,069
Local Funds
$8,380,362
3 Bedroom
Ar_hitect, Engineers, Permits
$1,057,300
$1,742,266
$2,799,566
Total Dev Costs
$26,008,483
4Bedroom
Indirect Fapenses
$246,000
$390,Oc0
$666,000
1st ne Breaker
32.22%
4 Bedroom
Firancin,
$9,000
$1,046,306
$1,055,306
4 Bedroom
Ct-,(r-,, S,ft Cost Cr,r'fi Fancy, Reserves)
$273,771
$100,001:.
$618,620
Basis for Credits
13,061,796
4Bedroom
Fav Per Fee R, synd!catian casts
$17,500
$664,130
$2,181,636
lst basis/costs
49.78%
4 Bedroom
Repaq BRIDGE ae:znce
$0
$0
$0
2nd tie breaker
16,59%
4Bedroom
Rr-,C-t--t,crL,,.r.
$0
$0
$0
Manager (3 FIR)
-----
------
-------
Total Tiebreaker Score
48.815%
Total Annual Gross Rents
$5,193,857
$19,039,777
$26,008,483
f' -5 12/12/201314:07
Unit mix altered to get to 30% 3. Results in less 2bdrms and more
Still assuming PB58 for 25% of the units.
Using the cr Mit pricing and raiz we a sed of the Napa 9% numbers
is and 9%.
$1,050,024
$1,072,044
$1,09=,614
$1,117,748
IMPTIONS
0. FIVE YEAR CASH FLOW
I - Or n- E p --es Residential
3,50%
c -.5,Sd7f
i>_
LOAN
N.
($5. -,
Description
'" `
2013
2014
2015
2016
2017
.:34....
{$31,4711
Tenant Rec.rd Income - Residential
2.50%
$920,222
$943,228
$966,509
$990,979
$1,015,753
$0
$0
PEA R,, Su6,,dy
0.00%
$178,154
$178,154
$17E,15-,
$178,154
$173,154
$0
18 mos
Misc. Income(Laurdry)
2.509E
$6,912
- $7,085
$7262
$7,443
$7,630
---------------
4.00%
-------------
---- - ----- _. ---
-----.--
__-_--_-_--_
.__�.�..._..
Net Operating Income WITH PBA
Land?
no 0.0%
Gross Scheduled income
$545,853
$1,105,289
$1,128,467
$1,152,225
$1,176,577
$1,201,537
Total Hard Debt Payments
lessVaancy/Collection I- - Residential
5.00%
(ss5- ')
($56,423)
{$5'r<.
($SE,829i
i>( `?;}
ITSOURCES
DISTRIBUTABLE CASH FLOW
$70,644
$75,009
$79,310
$83,541
$87,693
Effective Gross income WITH PBA
$1,050,024
$1,072,044
$1,09=,614
$1,117,748
$1,141,460
$4,380,913
I - Or n- E p --es Residential
3,50%
c -.5,Sd7f
i>_
1�>31,.....
N.
($5. -,
'" `
Re I .,ctm r, R",-,
less p
$400
_
t$29,664}
.:34....
{$31,4711
tg -35;
6.25%
less Property Taxes/ CFO Fees
-
$0
$0
$C
$0
$0
is
$470,844
less Annual Issuer Admin Fee
$0
$D
so
$0
$0
1.15
---------------
-------------
---- - ----- _. ---
-----.--
Net Operating Income WITH PBA
$541,488
$545,853
$550,155
$554,385
$553,538
SENT
Total Hard Debt Payments
($470,844)
($470;044)
{ t?i ,
Ig.-;.. ,
City f Couni'yt
DISTRIBUTABLE CASH FLOW
$70,644
$75,009
$79,310
$83,541
$87,693
;$2,000,,000.
less City read. Operating Reserves
$0
$0
$0
$0
$C
-$4,35D,00b:
Ioss PM, AM Fees & Add'I Rep Reserve
{$2010;70)
($20,600)
i.8,
i821,8 8,5,
-
55
Net Cash Flow
$50;644
$54,409
$58,092
$61,657
$65,183
3.00%
Cash Flow Distribution
._.._..._...-.
._._.__...._
_.._._-..__-.
_-___.--__..
e:
$0 yr
Deferred Developer Fee
$0
$0
$0
$0
$0
$0
$27;778.
Incentive Management Fee to GP
$0
$0
$0
$0
$0
City/County
$0
$0
$0
$0
$0
HCD
$0
$0
$0
$0
$0
Debt Coverage
Ratio
1.15
Lib
1.17
1.18
1.19
0.42%
E. ANNUALOPERATING EXPENSES /UNIT)
$6,663 per unit
per year (from Cathy Escobar 6/15/13)
):
$0
$479,736 per year
(including city monitoring fees)
0.00
UNIT MIX AND RENTS
%Med. Inc.
Qty.
S,F
Mthly Rents
Mthly Income
Annual Income
Rent/s.f.
Federal Credit
F. 1 Bedroom
30%
3
625
$SSS
$1,666
$19,994
0.89
1 Bedroom
35%
0
625
$654
$0
$0
1.05
Sim
1 Bedroom
40%
3
625
$753
$2,260
$27,115
1.21
$13,247,208
1 Bedroom
45%
3
625
$852
$2,556
$30,676
1.36
$900,000
1 Bedroom
50%
12
625
$951
$11,412
$136,944
1.52
FPIS by endof'13f
7,43%
1Bedroom
60%
9
625
$1,149
$10,339
$124,070
1.84
redits
$12,616,389
2 Bedroom
30%
2
840
$658
$1,316
$15,797
0.78
2 Bedroom
35%
0
840
$777
$0
$0
0.92
State Credit
2Bedroom
40%
2
840
$896
$1,791
$21,494
1.D7
$0.550
2 Bedroom
45%
2
840
$1,014
$2,029
$24,343
1.21
$0
28edroarn
50%
7
840
$1,133
$7,931
$95,172
1.35
20edroom
60%
7
840
$1,370
$9,593
$115,114
1.63
$13,247,208
3 Bedroom
30%
3
1100
$752
$2,255
$27,058
0.68
Icq basis
$0
3 Bedroom
35%
0
1100
$889
$0
$0
0.81
$13,247,208
3 Bedroom
40%
3
11DO
$1,026
$3,077
$36,929
0.93
13,247,208
3 Bedroom
45%
3
1100
$1,163
$3,48,9
$41,864
1.06
3 Bedroom
50%
7
1100
$1,300
$9,100
$109,200
1.18
$8,380,362
3 Bedroom
60%
5
1100
$1,574
$7,871
$94,452
1.43
$26,008,483
4 Bedroom
30%
0
1300
$838
$0
$0
0,64
32.22%
4 Bedroom
35%
0
1300
$993
$D
$0
0.76
4 Bedroom
40%
0
1300
$1,147
$0
$0
GAR
13,061,796
4 Redraom
45%
0
1300
$1,302
$0
$0
1.00
49.78%
4 Bcdroom
50%
0
1300
$1,457
$0
$0
1.12
1659%
4 Bedroom
60%
0
1300
$1,612
$0
$0
1.24
Na -,i, I3 BP.)
1
1100
$0
-
Score
48A2S%
Total Annual Gross Rents
72
$920,222
Organization Profile - 2014-15 Data Collection Pilot
The County of Marin is interested in more deeply understanding the population demographics of those who staff,
govern and/or utilize the services of Community Development Block Grant (CDBG) and HOME Program grantee and
applicant organizations. More deeply understanding these demographics will address some of the topics highlighted in
the 2011 Analysis of Impediments to Fair Housing in Marin.
The data gathered on this form will NOT determine an organization's likelihood to receive CDBG or HOME funding. If
you do not collect or do not wish to share the demographic information requested, please check the appropriate box
below. We hope you will be able to participate in this pilot project. If you have completed a similar organization profile
form when applying for foundation grants in Marin, feel free to use the information collected for those forms if
submitted within the last 12 months.
Name of Organization: BRIDGE Housing Corporation
—My organization does not gather demographic data. —My organization does not wish to share demographic data.
Income o Level of Clients Your Org Serves %
Please use the federal income guidelines on the reverse of this page.)
Very low income people
70%
Low income people
25%
People above the low income limits
5%
Percentages (%)
Clients Your
Organization
Serves
Clients for
this Project
Support
Staff
Professional
Staff
Board
Advisory
Committee
Ethnic Racial Demographics
Asian-American/Pacific
Islander
23%
1%
African-American/Black
24%
11%
13%
Caucasian/White
30%
29%
80%
Native American
0%
Mixed Heritage
2%
Unknown other
23%
47%
7%
TOTAL %
100%
100%
100%
100%
100%
100%
,4-
Latino His anic Origin
Of Latino Hispanic Origin
7%
NOT of Latino Hispanic Origin
93%
TOTAL %
100%
100%
100%
100%
100%
100%
Age
0-5 years old
6-17
18-24
25-59
13%
_
87%
_60+
TOTAL %
100°%
100°/u
100%
100%
100%
1000/0
o
Gender
Female
Male
i Total %
100%
100111/0
50%
50%
100%
63%
370/0
100%
13'X0
87°X6
1006/0
1006/0
MA N' Q
Involvement of Clients Your Organization Serves Percent of Board/Committee Members Who Are Clients
On Governing Board 0%
On Advisory Committee 0%
Organization Profile - 2014-15 Data Collection Pilot
Income Limits
Household Size
Very Low Income Limit
z50% of Median Income
Low Income Limit
=80% of Median Income
1
36,950
59,100
2
42,200
67,550
3
47,500
76,000
4
52,750
_
84,400
5
57,000
_
91,200
_ _
6
_ _
61,200
97,950
K:Wyde\2014 CydcVGrant P.Fplicafiors\2C14Q5 Organir.aioa Pr)Ble For i,.Doc; rev
R
,M -
BLOCK GRANT (CDBG) -OPO
2014-15
Project Name: CuuotywidResidential 2
Rehabilitation Loan Pj—ofg In'i
Project Sponsor: Housing Authority of the
County of Marin
Contact Person: Kimberly Carroll
DeputyDirector
Failing Address: 4020 Civic Center Drive
San Rafael, CA 94903-4173
a 491-2348 Ext.
Fax: (415) 472-2186
E-mail: kcarrojl( n-tarinhousing.orq
Total Amount Requested:
Non -housing proposals must
specify the amount requested
from each planning area.
For non -housing projects only:
Funds
Requested
Lower Ross Valley Planning Area
$ 35,O00
Novato Planning Area
$ 80,000
Richardson Bay Plannin Area
$ 45,000
San Rafael Planning Area
_
$ 40,000
Upper Ross Valley Planning Area
_
$ 35,000
West Marin Planning Area
$ 15.000
All future announcements will be sent to you by e-mail, unless you indicate otherwise: ❑ Please send by mail.
The County of Marin is committed to encouraging new grant applicants. Please call us at 473-6698 for advice about our
requirements and what to emphasize in your application, and consider attending one of our informational workshops. HUD
requires that all CDBG projects engage in affirmative marketing. That means analyzing which demographic groups are
least likely to apply and taking extra steps to market the program or project to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. The goals of affirmative marketing are to enhance neighborhood diversity and to support the County's
commitment to affirmatively furthering fair housing and equal opportunity.
The concept of fair housing encompasses both federal and state laws that prohibit housing discrimination. The federal Fair
Housing Act prohibits discrimination in the sale, rental, and financing of dwellings, and in other housing -related
transactions, based on race, color, national origin, religion, sex, familial status (including pregnancy and the presence of
children), and disability. in addition, state law prohibits housing discrimination on the basis_ of age, ancestry, marital status,
medical condition, source of income, sexual orientation, gender expression, gender identity, and many other categories.
4. Project Location: (Precise street address). For housing and capital projects, include the year the building was
constructed and the Assessor's Parcel Number.
The R ,�.idential Rehabilitation Loan Program provides home reperjir and property improvement loans throughout In
County to low-income owner occupants of single family hom liornes docked in 2pp,)vT.d berchis, moLi
hornes loc.ited within mobile home parks and rro..;r t o,r es serving no pjl,-a'J ins.
5. Project Description:
The Rehabilitation Loan Program underwrites and funds low-interest r .,r'c repair bans or,sn to $35,000 to ,.�e:;
income homeowners, and non-profit group ho:;le sponsors, i:r) undertake and complete home rerIairs,
correct substandard housing conditions and health and sa`ety hazards. Borrower c� rrn _i:st be the io,,,,ner-
occupants of the home and fall below the very -low income limits per c ut rren HUD Area Median Income Schedule.
Eligible work includes the repair or upgrading of exiw. ing plumbing, heating and electrical systems, roof repair or
replacement, correction of foundation, drainage, dry rot ar?d termite -related problems, emergency and/or storm -related
repairs, energy; r:n:; water conservation measures, AFJA. improvements for wheelchair accessibility such as ramps and
sho ru. I iome ��s and nonprofit group home sponsors receive technical assistance from staff in determining the
scope o . needed repairs, consultation with local building departments, development of cost estimates, obtaining of
bids and contracting for l:`s; - repairs. monitoring and inspecting the work under construction and issuing progress
payments f."r labor and materials. The specific repayment terms of each loan are tailored to fit the homec,b,,ner's
individual frIancial circumstances.
Over the past 38 years, the Residential Rehabilitation Loan Program has received 1,39 applications and has made
725 loans totaling $12,686,693s, vveli as 69 furtheradvance.,s on existing loans toialinc $494,037.
6. Total Project Cost: (include all costs for this particular project regardless of source.)
Tot_,l CDBG funds requests are $1590,000. Of this amount $150,000 is requF ',tr.d from the Countywide Housing
a#Iv f,ti , fvtrl, ry-t7 to be rri 4l� available thioulJout the r r4tnt , ar,=:9 ra rombinec to?:ai of $350,000 is requested from
in ividuai # t :in' ,-ty l- eas fir' additional loaris to be made r"- ch Planning Area:
Budget must include an itemized estimate of how you would spend the CDBG amount you are requesting, as accurate
and comprehensive as possible. For example, land or building acquisition costs, construction costs, remodeling costs,
architectural and engineering fees, salaries, administrative expenses, etc. For rehabilitation or construction
projects, you must include a contractor's written bid or other equally reliable cost estimate, using Davis -
Bacon wage rates if applicable. If your project includes residential rehabilitation, describe your plans to comply with
federal lead paint regulations.
if awn • i M t + 't #1i i� •_
averagefunds for approximately 20 new loans at an /!i
Administrative costs to run the program totaled $220.000 for the last 12 -month period. These costs support three staff
rner- bers., cenira€ office costs, departmental si,l ppiies aind marke- inn expenses.
8. Other Sources of Funds for this Project: include amount, source, use, status, and timing of funds other than CDBG
funds, if applicable. Have you applied for the other funds? Are the other funds firmly committed for this project?
Date You Are
AppliedSource Use Amount -Committed
tvlar in Coram. Fdn. Gates, Coop $1,303K 199; Yes 1996 199
9. Project Implementation:
Who will be responsible for implementing the project? How will it be implemented and what is the proposed schedule
for project implementation?
f0aar,n t.l ,lrly Authority 'I%tzt_, c: s} ' Resid-eraia' Rei"`ic'hi'li ;fiOrl Loart PrOC,orr and JS responz-i"bl._, for its
impleio :ntation throughout ti�ll'% counlly. ' Ahe- � t?"fl itvv,,o half-tirne Fio,.t..,,l)wn =ship # mora , Specialists, a half-
time Proyranis Service, Cooro.n3.i.ur, with supporx ,;provided by General ra. ti, _Y ..rid, Ac ot.,C,firrg st- '. Th ter „ram
has'.: yen in e'Ji stence many ye, ;:z n: nd i_ .Y1-?ntinua1ly evolving 30 ro tect current coil tru l ,r', codes,
arai dines anti practices in accordance with HUD requirements and industry standards.
10. Need for the Project:
A. Need Group
What groups or individuals will benefit from the project? What income level will you serve? How will you document
eligibility? CDBG recipients are required to provide documentation that the majority of the users have incomes at or
below the CDBG income limits. The current upper income limits for CDBG beneficiaries are shown in the table beloin .
Applicants for housing funds must describe how the project will ensure long-term affordability.
Household
Size
Income
Limit
1
$59,100
2
67,550
3
76,000
4
84,400
5
91,200
6
97,950
7
104,700
8
111,450
Since 2001 the program h�_:is sper.-Jfrcally benefited very low-in(,orrie horneovvners and rwri-profit-sponsored group
homes serving very low incorne, special populations. Every househnld assistedi throug��h the program has ino.-Orne well
below 810' ',, of median with the rnajority (90%) below 50% of mediarl. The apt rage hOUSeh101d in'Cloi,ie is 35,A of rnedlan.
Eligihilily i,<-- 0,-.icumented in a intarview conducted with each mvnirh original tax returns, pay stubs,
assista,nce payrnents and all otha,- 6ouices of income are reviewed and ,;o -,-i-d kU '11u; file.
The prograi f) enisores lona term affordability in two ways: 1) by providli Ig financing that enables a low-income
homeowner{ r-) iepair and rnai-it;idn his/her home in order to c.,,,)ntJnue to reside in it; and 2) by providitig the ,_=ption of
deferred principal and interest r�pFiymnt, thereby alto ,.,,Jng the borrower to avoid unaffordable loan Staff
works closely with other ccrvice agencies in identifying artd assisting clients v;no include:
Elderly and The program assists elderly anJ disabled homeowners on fi.,xed (ofterl ini,nirn2W;' incomes to
rep-lir unsafe, coni ,--iitions in their home, catch up on critJ,,,,?,1 deferred maintenance, and install ziccessibiiity
impv. mnts, Sthat "hey may "age in place". In many cases the ability to install blAilding accomi-nodations
nakes Irle criii,_,pil difff rence in enabling a homeowner to remain in his/her own home,
Female Head of Household: Families with only one head of household often face an insurmountable financial
obstacle when fat r vri h uroEmtly needed home repairs. In some cases having to sell and relocate out of the
County may be the or, Iyalfernative.
Special Populations: The program is available to non -profit -sponsored group homes serving special populations,
including tlte developmentally disabled, mentally ill and troubled youth, most of whom only receive SSI.
B. Proiect Rationale: Why is this project needed? Will it assist an especially needy or underserved group?
With continually escalating real estate prices and the resulting decrease in affordable housing., the Rehab Loan
Program is the only way for low in,L syyie horneowriers, often elderly citizens on fixe -d" incomes who pr nchased their
homes marry years ago, to reiain, ownership of their affoid;..,,ble, home and nnaintain their property in a safe and livabl,-,
condition/ -whiie aliowing, them to age in place,
1
Most are unable to qualify for conventional propefty irnprovement loans and therefore canno,
perforrn then riaintennnc� required to proserve. their hoarier in good conditiori- In ad tion, lenders are unwilling to len{/
on mobile horr/ ,,. and fioa'ono llorne6, The Pehab Loan Program is the ordy iiecoufse for all of these ownerswhen
faced with hoinne rep i; It can also be us&_1 to irnplernent energy efficiency i-neasures to lower e.,nergy
costs which can he pioNINfive for low-incoine homeowners.
C. Eaual OiDoortunity: For all projects, which demographic groups are least likely to apply, and what affirmative marketing
steps do you plan to reach them? (Affirmative marketing means analyzing which demographic groups are least likely
to apply and taking extra steps to market the program to those groups. One aspect of affirmative marketing is
implementing strategies to make your program more welcoming and comfortable to the groups which are least likely to
apply. Be sure to consider race, ethnicity, and disability, as well as other demographic factors, in your analysis.)
4
Ra,Ci--)1 c-,,nc riinorities are, underrepresented in, thc Rehab Loan Pro the lvome
h ownersh-in
Froom., n applicatiom,.: brochurcs, are� availaible in Sp,�,'ni_sh and Vietnarne.,_s'' aswcA! as &ioi�sh and
Y
a. o1h senior ce-Rers, cornrn!,lnil"
. calters, Hispanic agenc-_s, �sooial sE;rvicea,-),encies. laiiiyerF foi fl.__
arid floating home site rr8�,,r1age,,,r,nt ,-)ffices, public lilb,-arie, a'n.'d
elderly, s,�� .riot directories, mobile honnv.,.,
workshops. Interpreters are also available on MHA staff.
If this project involves housing, how will it affirmatively further fair housing?
By serving low-income households who are underrepresented as homeowners in this high-priced real estate market of
W ri iiity, the Pf�,qrarr h,- isJlo providing the means for the:v t- r�oain in their homes. However,
this means that the i,'i.,-Tqty of bor-i.-,vvers are elderly who were able to buy their homes yep )-qh =fare now very
to -:7^,ome. It is impossil,)L for current!o-vu-in.come prospective homebuyers to b!;\ this iirarket unless it is
by sing a ii;g u,i,rtriJ tapping into the mortgage assistant jl)r�:,grams available
--
h o:dar to rear of demographic of younger low-income households, the irr-,orne guidelines for the
Re,lhab Loan Proc);Fni were expand;�d from very -low (50% AMI) to low (P)01V- At.,,V) for BI\AR owners and P fully
amortized repaynient plan required. Several such Rehab Loans have heen, miqde to BIV01. ovvner� to cover the cost of
special assessmEnts for exterior repairs as well as accessibility and eneipyin-i.provements and other necessary
upgrades, thereby allowing teem to in their homes.
If this project involves construction, discuss (1) your plans for recruiting women- and minority-owned firms to bid on the
design and development of this project, and (2) your plans to provide employment opportunities to low-income people
and businesses owned by low-income people.
A 1�,st of contractors who have workad successfully on rehab loan projects is maintained by staff and continually
updated RFPs have beer, se tit out in the past to attfact women arrof minority corstruction companif,.,, to add to lhe h� t,
The list /shandadout only to `borrowers who request neoommendaWonaemdwe au0�es/that they ouficit three bids
betbrasign/nK.qacontract The choice ofcontractor, however, /aultima/e/y4pk/d/ahomeowmecFn/un/u8non-
8schniCe/poq,`e,1munderS50[\hommmwnensmay use u.q0tenned/ow+it",co/neAybmnynyorhandy people.
D /gq��: What steps are you taking to make this project (and your overall program) accessible to people with
physical and other disabilities?
AoceeaibiUty0odheRehabUitadonLoanPnopannforapp||oantavvithphyeic&|dieabi}ibasiaensuredbythafec,ihata|!of
thc contaot betweei staff and' cfienf takes Place in the client's Nome or over the telephonm bi-d visdShuourfully
aooeosibieo0ceonaalso pu'sSibie. Miostimportandy,theRehabLoanPrognamisidsa|furinuiaUingaouesmibiiky
innpnovementsmuuY'oagnebbens.nsmps.e|mckios1ai/|ifts.handioeppedmhmxexe.doorwiden|nQendkitohen
modifications. Even e|e,vatorshave been installed when needed.
E For new construction or rehabilitation, what will you do to incorporate "green building" principles?
VVheneverand wherever feasib\e.''greenbuilding" prinoip|aau/iUbe app|iedaudirnp|ementedtoassure the highest
pomaib|eenergyefhoianoyufthedwe|Hngandtheuseofn�eUhudeandmater|a|o|eaotdisruptivehutheenvimnmenL
Typical improvements inclode, in_stall�tiori of high -efficiency windo.ws and apnliao Ices, insulation in walls, ceilings zir,"'J
floons, low -flow toilets end shower heads, and weather-stripping.
o For further information, please call Roy Bateman (473-6088). It's oktocall with any questions etany time.
o The current year's application form must beused.
o Completed applications may be mailed or hand -delivered to the Federal Grants Division, Marin County Community
Development Agency, 35U1Civic Center Drive, Room 3O8.San Rafael, CA 94903-4157.
o Applications sent byfax ore-mail will not bmaccepted.
o This form can be expanded to accommodate additional text, but we encourage You to be brief. You may attach
Supplementary material. If you need more space for several questions, please answer all questions in sequence.
If you'd like to download this form as a Microsoft Word document, visit www.marincdbg.com or
www.co,marin.ca.us/depts/CD/main/comdev/FEDERAL/itidex.cfm.
o Don't forget hofill out the Organization Profile form.
o All County publications are available in alternative formats (Braille, large print, or CD) upon request. Requests for
accommodations may bomade bycalling (415)473'4381 (Voiue).473-3232(TDD/TTY).orbye-mail at
disabi|ityaooeoo@marinoounty.org This form and other County documents are available inalternative formats
upon request.
xAC,c1emo^nycl"\G=*Apnm,o°"sQo+^nooeoApplication Form. nodm'
Organization Profile - 201.4-15 Data Collection Pilot
The County of Marin is interested in more deeply understanding the population demographics of those who staff,
govern and/or utilize. the services of Community Development Block Grant (CDBG) and HOME Program grantee and
applicant organizations. More deeply understanding these demographics will address some of the topics highlighted in
the 2011 Analysis of Impediments to Fair Housing in Marin.
The data gathered on this form will NOT determine an organization's likelihood to receive CDBG or HOME funding. If
you do not collect or do not wish to share the demographic information requested, please check the appropriate box
below. We hope you will be able to participate in this pilot project If you have completed a similar organization profile
form when applying for foundation grants in Marin, feel free to use the information collected for those forms if
submitted within the last 12 months.
CName of Organization: HOUSINGAt �,'1" 1?1 ' ,11, ,} i_' i � s l `° _":;' ;NIARIN
—My organization does not gather demographic data. —My organization does not wish to share demographic data.
Income 9f Level of Clients Your ft Serves % (Please use the federal income guidelines on the reverse of this page.)
Very low income people`':��-
Low income people
People above the low income limits ' o ilIJi , r J O ?rale"onl
Percentages (%)
Clients Your
Clients for
Support Professional
Board
Advisory
Organization
this Project
Staff Staff
Committee
Serves
.Ethnic Racial Deniogrhics
Asian-American/Pacific
8%
811/0 28%
Islander
African-American Black
t
26
Caucasian/White
5101'�
74,,;
Native American
Mixed Herita a
�� %
-Unknown/other—_--
TOTAL %
Latino _Ilispanic Origin
Of Latino Hispanic Origin
NOT of Latino Hispanic Ori ins?
;
fo
::
TOTAL %
S
;Mfa" rti+C".-�Rx:55 -�1 V 'P # $ ?VYs�✓k�d
i P '::.
e -Ziax.h
0-5 vears old
6-17
1T,
18-24
25-59
- ---
3? f,
60+
6 i-�%
TOTAL%.0''r'o
_
t'i ,. �_._
1000"
777=
,.:k , Fit „'S T 777
Gec�rler
Female
62010
70%
--3-��
730/6 423/o
85%
Male ----
£30/0
2 ,,,,, S8%
-
-ra
_
Total77
y
7777 7Z
J.
-- --
Disabled %
it -- -
% ;0
0
23-:,
Involvcm ent of Clients Your Organization Serves Percent of Board/Committee Members Who Are Clients
On Governing Board
OnAdyisor Comknittee _ _
Organization Profile - 2014-15 Data Collection Pilot
Income Limits
Household Size
Very Low Income Limit
z50% of Median Income
Low Income Limit
X80% of Median Income
1
36,950
59,100
2
42,200
67,550
3
47,500
76,000
4
52,750
84,400
5
57,000
91,200
6
61,200
97,950
&\Cycle\2014 Cycle\Grant Applications\2014-15 Organization Profile Form.Doc/roy
MARIN COUNTY COMMUNITY DEVELOPMENT
BLOCK GRANT (CDBG) PROPOSAL
2014-15
Project Name: Whistlestop Senior Housing 2. Total Amount Requested:
Non -housing proposals must
Project Sponsor: Eden Housing Inc. specify the amount requested
from each planning area.
Contact Person: Andrea Osgood
Title: Associate Director of Real Estate Development
Mailing Address: 2264 Grand St. Hayward CA 94541
Telephone: 510-247-8103 Ext.
Fax: 510.582.0122
E-mail: aosgood@edenhousing.org
$1,000,000
For non -housing projects only:
Funds
Requested
Lower Ross Valley Planning Area
$
Novato Planning Area
$
Richardson Bay Planning Area
$
San Rafael Planning Area
_
$
Upper Ross Valley Planning Area
$
West Marin Planning Area
$
Website (optional):
All future announcements will be sent to you by e-mail, unless you indicate otherwise: ❑ Please send by mail.
The County of Marin is committed to encouraging new grant applicants. Please call us at 473-6698 for advice about our
requirements and what to emphasize in your application, and consider attending one of our informational workshops. HUD
requires that all CDBG projects engage in affirmative marketing. That means analyzing which demographic groups are
least likely to apply and taking extra steps to market the program or project to those groups. One aspect of affirmative
marketing is implementing strategies to make your program more welcoming and comfortable to the groups which are
least likely to apply. The goals of affirmative marketing are to enhance neighborhood diversity and to support the County's
commitment to affirmatively furthering fair housing and equal opportunity.
The concept of fair housing encompasses both federal and state laws that prohibit housing discrimination. The federal Fair
Housing Act prohibits discrimination in the sale, rental, and financing of dwellings, and in other hOLising-related
transactions, based on race, color, national origin, religion, sex, familial status (including pregnancy and the presence of
children), and disability. In addition, state law prohibits housing discrimination on the basis of age, ancestry, marital status,
medical condition, source of income, sexual orientation, gender expression, gender identity, and many other categories.
Project Location: (Precise street address). For housing and capital projects, include the year the building was
constructed and the Assessor's Parcel Number.
930 Tamalpais Avenue
San Rafael, CA 94901
APN# 011-277-01
Existing building originally constructed in 1929 and subsequentiy remodeled 1987.
5. Project Description:
Overview
The impending arrival of the SMART train in the downtown area of Central San Rafael has presented Whistlestop
(vNvw.whistlestop.org) with an opportunity to transform its current building into a transit -oriented senior center with on-
site services and housing for seniors. This transformation will rot only allow bAlhistlestop to manage the impacts of the
new train station, but will also allow for a modernization and expansion of their facilities that serve seniors all over
Marin and create critically needed affordable housing for seniors.
Whistlestop has partnered with Eden Housing to help realize their vision for a new facility that will include up to 51
units of on-site affordable senior housing to complement its Active Aging Center and Jackson Cafe. These affordable
housing units will be owned separately by a tax credit partnership controlled by an Eden affiliate. This affordable
component is the subject of this application.
Community Benefits
The new Whistlestop development will allow a highly respected and admired local non-profit to continue serving Marin
County seniors and meet the growing demand for their services.
According to a recent article in the Marin Independent Journal, more than one in every three Marin residents will be 65
or older by 2030. Meeting the needs of this so called "Silver Tsunami" will require a variety of improvements to
available services including more convenient public transit, improved access to affordable health care, and increased
availability of congregate meal and home -delivered food programs. Whistlestop — as the oldest and largest senior
services provider, the paratransit operator for the whole County and with its location at Marin County's regional
transportation hub (Bettini Transit Center) and future SMART station — is ideally positioned to help meet these needs
and serve the aging population in Marin in the most efficient way possible. Its central location and transit options will
make it easier for seniors to travel to the center, and the expanded building space will allow Whistlestop to continue
leveraging partnerships with other non -profits to offer a wide array of services to seniors (health clinics, screenings,
etc.).
The new development will also provide up to 51 units of critically needed affordable housing for seniors. These one
bedroom units will provide homes to very low to extremely low income seniors, aged 55 and older, who earn less than
50% of Area Median Income. The project will include high quality amenities including a community room, a computer
center and library, and landscaped courtyards and furnished lobbies for casual social interaction. The affordable units
will not only offer quality, safe homes at an affordable price, but as the first affordable transit -oriented community for
older adults in Marin County, the development will also allow residents a high degree of mobility without a car.
Combined with the on-site services offered by Whistlestop and the amenities in nearby downtown San Rafael, seniors
will be able to live a rich, engaged life.
Finally, the new Whistlestop building will offer opportunities to create a key gateway development into the City. Eden
and its design team have already laid the ground work to collaborate with SMART to ensure that the station and
building work together aesthetically and improve the urban environment for downtown shoppers, diners and other
visitors. This kind of collaboration and leadership from the private and non-profit sector is particularly needed in an era
without redevelopment agencies. The team will work with community stakeholders to design an anchor development
with elements of civic gathering spaces that will activate, improve and enliven this corner of downtown San Rafael for
all residents.
Proximity to Transit, Services and Amenities for Future Residents
Whistlestop Senior Housing will be developed on a quintessential infill site, located in the downtown area, and close to
transportation, services, and community amenities. The future SMART train station will be located adjacent to
development and will offer seniors the ability to travel easily through Marin and Sonoma counties. For more local trips,
seniors will be able to walk two blocks to the Bettini Transportation Center where there are overl6 separate bus routes
operated by three carriers including Marin Transit, Golden Gate Transit and Sonoma County Transit. In addition,
Marin's Whistlestop Wheels Para -Transit service will be available on-site for all residents.
Residents will also be able to partake in the senior services offered on-site in the Whistlestop Active Aging Center.
Seniors will find enrichment and fitness courses, special events, game groups, specialty groups, and outreach
services that bring people together, encourage social connections, and create new learning experiences. Finally,
residents will also be eligible to receive low-cost lunches in the on-site Jackson Cafe, a program operated by
Whistlestop. Other important amenities within 0.5 miles include a Walgreens, several banks, retail stores and
restaurants and coffee shops.
Affordability
We plan to finance the housing component through the Low Income Housing Tax Credit Program (9% credits). As
such, a Regulatory Agreement will be recorded on title requiring that the housing remain affordable at 501/!, of Area
Pv1edian Income for a period of 55 years. Other projected financing sources may add other regulatory constraints.
6. Total Project Cost: (Include all costs for this particular project regardless of source.)
The total project cost for this project is projected to be $22,530,134 -- with the residential component totaling
$17,959,532. Approximately 60% of the site will consist of affordable senior housing and 40% for Whistlestop
administrative and program uses. The attached pro forma and sources and uses schedule details the commercial and
residential uses both separately and in combination.
Project Budget for CDBG Funds:
Budget must include an itemized estimate of how you would spend the CDBG amount you are requesting, as accurate
and comprehensive as possible. For example, land or building acquisition costs, construction costs, remodeling costs,
architectural and engineering fees, salaries, administrative expenses, etc. For rehabilitation or construction
projects, you must include a contractor's written bid or other equally reliable cost estimate, using Davis -
Bacon wage rates if applicable. If your project includes residential rehabilitation, describe your plans to comply with
federal lead paint regulations.
CDBG funds would be used exclusively for land acquisition costs.
8. Other Sources of Funds for this Project: Include amount, source, use, status, and timing of funds other than CDBG
funds, if applicable. Have you applied for the other funds? Are the other funds firmly committed for this project?
Date You Are Funds Date Funds Were When
Source Use Amount Anolied Committed? CnmmittPrl Avaiinhln
Marin Community
Predevelopment
$200,000
2013
Yes
10/3/2013
Spring
Foundation
& Construction
Rent Up
2014
Marin Workforce
Construction
$500,000
11/2013
No
N/A
N/A
Housing Trust
City of San Rafael
Predevelopment
$1,500,000
N/A
No
N/A
N/A
& Construction
AHP
Construction
$500,000
N/A
No
N/A
N/A
LP Tax Credit Equity
Construction
-$12 million
N/A
No
N/A
N/A
Investment
Project Implementation:
Who will be responsible for implementing the project? How will it be implemented and what is the proposed schedule
for project implementation?
Eden Housing will be primarily responsible for implementing the project, but is partnering with Whistlestop, the current
land owner and commercial space owner of the new project. Eden and Whistlestop have entered into an agreement
that will defines how the two organizations will implement the development, financial, ownership, construction, and
operational responsibilities for the project.
A Project Developer has been assigned the day to day responsibility for moving the project forward with support from
the Director of Real Estate Development and the Executive Director. Eden has hired the architecture firm of Forsher +
Guthrie. Working with Forsher + Guthrie, Eden and Whistlestop will work to secure all land use approvals from the
City of San Rafael, as well as CEQA and NEPA approvals.
The current estimated project schedule is as follows
2`2013 to 12/2013
Design Development
1/2014 to 121/2014
Public Approvals
3/2015 to 06/2015
Final Financing Commitments (Tax Credit Application/Award)
11/2015 to 5/2017
Construction
1/2017 to 6/2017
Rent Up
CDBG funds will be spent on land acquisition at the close of construction, November 2015.
10. Need for the Project:
A. Need Group
What groups or individuals will benefit from the project? What income level will you serve? How will you document
eligibility? CDBG recipients are required to provide documentation that the majority of the users have incomes at or
below the CDBG income limits. The current upper income limits for CDBG beneficiaries are shown in the table below.
Applicants for housing funds must describe how the project will ensure long-term affordability.
Low, very low and extremely low income older adults, age 55 and older, will benefit from the project. Resident
incomes will be limited to households with incomes at or below 50% of the Marin County Area Median Income, with
some of these units designated to serve Extremely Low Income seniors. By the incorporation of Low Income Housing
Tax Credits, regulations will be recorded on title requiring the development to remain affordable to residents with
incomes at or below 50% of Area Median Income for a 55 -year term, with all residents' income re -certified annually.
Eligibility will be documented in the leasing application process and our property manager will follow all compliance
steps to ensure residents meet the CDBG income limits.
Household
Size
Income
Limit
1
$59,100
2
67,550
3
76,000
4
84,400
5
91,200
6
97,950
7
104,700
8
111,450
B. Project Rationale: Why is this project needed? Will it assist an especially needy or underserved group?
Whistlestop Senior Housing will make an impact on what many have acknowledged as one of the foremost social
problems in one of the nation's highest -income counties, namely a lack of affordable housing. Seniors are among the
vulnerable populations affected by the lack of affordable housing. Most seniors live on fixed pension or social security
incomes and are often times forced to choose between paying for their housing and paying for other important needs,
such as medicine. The Census Bureau assessed that more than 71 % of Marin retirees receive Social Security income
at a mean rate of $15,838, an amount that falls short of what the Elder Index calculates to be the income required for a
senior person to be able to live in Marin. A retiree in Marin with these earnings would only be able to afford $396 per
month for rent, based on paying 30% of one's income (a standard measure of housing costs).
The number of elderly in Marin County, and across the nation, only continues to grow. According to a report from the
Marin County Division of Aging and Adult Services, "...the older population in Marin is increasing rapidly. Between
2005 and 2010, the number of Marin residents over 60 is projected to grew to 75,900, with the largest increase in the
70 to 79 year old cohort. ABAG projects that by 2012, almost 30`,0 of Marin residents will be over age 60. This trend
continues well into the foreseeable future, only slowing after 2030." Additionally, the California Department of Finance
predicts that the elderly population will comprise 26° : of the population increase in Marin over the next 40 years, with
the greatest percentage increase in those elderly over 75 years of age. The I,/larin Commission on Aging (MCA)
predicts even greater increases in Marin's elderly population. By the year 2020, according to MCA, one out of every
three Marin residents will be 60 years of age or older.
Regional plans and assessments also document the need for this affordable housing. The ABAG Regional Housing
Needs Assessment calls for 618 very low income housing units (those below 501/0 of AMI) to be built in Marin County
between 2014 and 2022, and 240 very low income housing units to be built in San Rafael. Whistlestop Senior
Housing's 51 units will meet 8% of Marin County's need and 21 % of San Rafael's need.
Finally, the need for affordable housing in Marin is further evidenced by the low -vacancy rates and long -waiting lists at
other affordable housing projects in the market area. In fact, both of Eden's existing properties in Marin have closed
waitlists.
C. Equal Opportunity: For all projects, which demographic groups are least likely to apply, and what affirmative marketing
steps do you plan to reach them? (Affirmative marketing means analyzing which demographic groups are least likely
to apply and taking extra steps to market the program to those groups. One aspect of affirmative marketing is
implementing strategies to make your program more welcoming and comfortable to the groups which are least likely to
apply. Be sure to consider race, ethnicity, and disability, as well as other demographic factors, in your analysis.)
Affirmative Marketing
The market area for Whistlestop Senior Housing is Marin County. The ethnic diversity of Marin's population is low but
is increasing. In 1990, 88.7% of the population was white and 11.3% was African-American, Asian, Pacific Islander, or
of other races. People of Hispanic origin (who may be of any racial group) made up 7.8% of the population. According
to the 2000 Census, the nonwhite population increased to 16% and the Hispanic population to 11.1%. The white
population was 84%. And for 2010, the nonwhite population increased to 20% and the Hispanic population to 15.5%.
According to the 2010 Census, the racial composition of the City of San Rafael is 70.6% White, 2.0% African-
American, 1.2% American Indian/Alaska Native, 6.1% Asian, 0.2% Native Hawaiian/Pacific Islander, 14.8% other
population, 5.1 % two or more races, and 30% Hispanic or Latino.
The racial composition for the Census Tract of the neighborhood is similar to that of San Rafael as well as Marin
County, with some variation in the smaller minority numbers (see table), and Latinos being the predominant minority
group.
Eden Housing is eager to serve the minority market for senior housing in the market area. The table below shows the
racial composition for Marin County, San Rafael, the Census Tract population, and Eden's portfolio.
COMPARISON OF RACIAL COMPOSITION
Ethnicity Marin
County
City of San Rafael Census Tract
1110
Eden portfolio
White 80
70.6 72.8
29.7
Black/African- 2.8
American
2.0 3.1
20.7
American Indian/ 0.6
Alaska Native
1.2 1.8
1.5
Asian 5.5
6.1 5.7
15.6
Native Hawaiian/ 0.2
Pacific Islander
0.2 0.4
Other 6.7
14.8 11.3
15.6
Two or more races 4.2
5.1 5.0
Hispanic or Latino 15.5
30 23.8
29
Total 100%
100% 100%
100%
Total Number of 252,409
People
57,713 5,237
Source: 2010 Census and Eden Housing Management Portfolio
Eden will make efforts to reach out all the minority populations in San Rafael and Marin County. In addition, as
mentioned below, Eden will contact churches with large minority constituents in an effort to make sure that these
minority communities have every opportunity to apply for residency at Whistlestop Senior Housing.
Based on Eden's track record in affirmative outreach and marketing, Whistlestop Senior Housing will have a resident
population that is more ethnically diverse than the population of the Census Tract of the project, the City of San Rafael,
and Marin County. The diversity of the Eden's resident population increases Eden's confidence that it will capture a
significant minority market for Whistlestop Senior Housing.
Outreach Efforts to Minority Senior and Religious Organizations
By creating an awareness of the project in the minority communities and incorporation of a sensitivity to cultural/ethnic
issues in the building and service programs, Whistlestop Senior Housing will provide a much needed opportunity to
minorities for quality affordable senior housing. Eden Housing, Inc. will continue to build on links to the minority
communities. The following minority organizations are a sample of the organizations that will be contacted as part of
the Affirmative Fair Housing Marketing Plan for this project:
• Whistlestop Senior Center, San Rafael (Hispanic, Vietnamese, Persian, Russian)1
• Margaret Todd Senior Center - Alma Latina Club, Novato (Hispanic)
• Canal Welcome Center, San Rafael (all minorities)
• Marin City Senior Center, Sausalito (African-American, East Indian, Hispanic)
• Grassroots Leadership Network, San Rafael (all minorities)
• Spectrum LGBT, San Rafael (Lesbian, Gay, Bisexual, Transgender)
• Fair Housing of Marin, San Rafael (all minorities)
In addition to secular organizations serving minority groups, the following churches and religiously based organizations
have been contacted and will be part of the marketing plan:
• Episcopal Senior Communities
• San Rafael First United Methodist Church
• Valley Baptist Church
• Saint Raphael Church & Mission San Rafael Archangel
• Open Door Christian Church
Eden will outreach to these faith communities and seek to deepen its relationship with them as the project moves
through predevelopment/design/construction to the marketing phase. Eden also will advertise the property in regional
newspapers and minority-owned newspapers.
If this project involves housing, how will it affirmatively further fair housing?
The housing component of the development will include up to 49 1 -bedroom apartments and 1 2 -bedroom manager
apartment. The 1 -bedroom apartments will be rented exclusively to lower income older adults age 55 and older with
incomes below 50% of Marin County Area Median Income. As described more fully above, due to the comprehensive
racial/ethnic diversity of the population already served by Eden Housing and our partner Whistlestop, this project is
uniquely positioned to attract substantial numbers of racial/ethnic minority applicants, thereby resulting in an almost
certain diverse racial/ethnic resident population. Eden will work closely with Whistlestop to marketing the housing to
racial/ethnic minority groups (leveraging their racially/ethnically diverse client base) and to ensure that all affirmative
fair housing requirements set by the County of Marin, and by the HOME and CDBG program are met or exceeded.
1 Edcn', part -erste c,i', ',, � h skestr� p ✓i' .� stars �ess to a broad and divcrne cc ient base that ✓ve v, !, reach out to forth proiect. The;
majority cf cl crts t a 'd"Nstles'tcp series at t t:i Act e An n- Center are from groups that vve w ll .,:ant to tavgr-, in.der the affirmative marketing
process. ✓rjhistlestop over 5,1C0 undi,p sated c er adu�ts ,%J.h 'he fcllosvin, demogrannic profile:
• Average age is 72.
• 799" are female; 21 ` are ma e.
39"'.. are .,,hire, .,3 io are., hispanic or La+, o, are Asian. 8% are Persian; and 2;gin are ,African American, and 3iS represent other
nationalities.
• 84°/ report being at low to very lo,✓v annua! income 'e✓els: 16 % under S10,000; 53between S10.001 and 520,000; and 15°/, between
520,001 and S30,000.
IANstlestop will incorporate all of Its existing marketing communications strategies and programs to enccurage clients to apply for the neN
affordable housing opportunity. INhistlestoo can provide personalized assistance help'�ng clients complete the appropriate application forms using
our trained multicultural and bilingual staff.
If this project involves construction, discuss (1) your plans for recruiting women- and minority-owned firms to bid on the
design and development of this project, and (2) your plans to provide employment opportunities to low-income people
and businesses owned by low-income people.
Outreach to women and minority owned construction firms
Eden will work with a general contractor to strategize maximum outreach to potential Minority Business Enterprises/
Women Business Enterprises (MBE/WBE) prior to subcontractor bidding. In addition to industry sources and contacts
that the general contractor may have, which may include local Apprenticeship programs and training programs, Eden
will outreach through both government affiliated and independent non-profit training and job -force development
programs in Marin County. Eden will encourage the general contractor to look at MBE/WBE candidates for non -
construction positions, such as administrative help in the contractor's office, if possible.
Eden requires (via its contract with the General Contractor) that its contractors use best efforts by taking the following
steps:
1. Request for sub bids from MBE/WBE Subcontractors/ Suppliers through bid advertisements and contacting local
agencies for list of subcontractors.
2. Contractor must advertise the project in certain trade papers indicating that it's a MBE/WBE project and that there
will be potential employment opportunities (i.e. Marin Independent Journal).
3. Contractor to check in with workforce developments agencies for list of available MBE/WBE workers.
4. Contractor to post flyers looking for potential new hires in the neighborhood of the jobsite, which identify the
positions to be filled. Also post in other places such as Goodwill and the Housing Authority.
5. Contractor to include MBE/WBE clause in all subcontracts that requires subcontractors to make a great effort to hire
MBE/WBE low income workers, maintain records, and forward them to the general contractor and Eden for our files.
Subcontractors must undergo the same process as the general contractor in looking for new MBE/WBE hires.
D. Accessibility: What steps are you taking to make this project (and your overall program) accessible to people with
physical and other disabilities?
Eden's practice is to make all units located on the ground floor or on a floor served by an elevator "adaptable"
regardless of funding source and to "build -out" at least 5% of units where federal funding requires that we meet the
Uniform Federal Accessibility Standards (UFAS). In addition, at least 2% of the units will be equipped to suit the needs
of the hearing or visually impaired.
We would like our senior residents to be able to age in place and encourage this by building senior properties in which
all units can be accessed on grade or by elevator and all units are adaptable for accessibility. This practice is
memorialized in our design guidelines, which are provided to our architect and general contractor at the beginning of a
project and when they are periodically updated. Specifically, we plan to do the following for all senior units:
• Install grab bars in all showers
• Install backing for future installation of grab bars at toilets
• Build removable base cabinets at kitchens and bathroom sinks
• Install finishes that recognize seniors' distinct needs (e.g., provide pulls on all cabinet doors, provide
good lighting
Eden is an equal opportunity housing provider and employer and has adopted a non-discrimination policy. A non-
discrimination statement is included in the footer of our letterhead and website and the equal housing opportunity logo
and statement are posted in our central and property offices. Our property management affiliate Eden Housing
I'vlanagement, Inc. has an established fair housing and reasonable accommodations policy.
E. Green Building: For new construction or rehabilitation, what will you do to incorporate `green building" principles?
Eden is an experienced "green" developer and is committed to incorporating green building principles into the design
and construction of the project. We have been developing energy efficient buildings with durable, healthy materials
and bay friendly landscapes with low water requirements for years. Our Sara Conner Court development was one of
the first Green Point Rated projects in the Bay Area and we were named the Build it Green Affordable Developer of the
Year for 2013. Our green strategy is guided by the requirements of our state funders, our participation in local
technical assistance and rating programs, and our engagement of architects that are on the leading edge of green.
We find that integrating green building principles into our developments can be an important means of building support
for our work.
This project will be participating in the GreenPoint Rated (GPR) program and is expected to exceed the 100 points
under this program. The development will meet or exceed green building requirements by the City of San Rafael.
o For further information, please call Roy Bateman (473-6698). It's ok to call with any questions at any time.
o The current year's application form must be used.
o Completed applications may be mailed or hand -delivered to the Federal Grants Division, Marin County Community
Development Agency, 3501 Civic Center Drive, Room 308, San Rafael, CA 94903-4157.
o Applications sent by fax or e-mail will not be accepted.
o This form can be expanded to accommodate additional text, but we encourage you to be brief. You may attach
supplementary material. If you need more space for several questions, please answer all questions in sequence.
If you'd like to download this form as a Microsoft Word document, visit www.marincdbg.com or
www.co.marin.ca.us/depts/CD/main/comdev/FEDERAL/index.cfm.
o Don't forget to fill out the Organization Profile form.
I All County publications are available in alternative formats (Braille, large print, or CD) upon request. Requests for
accommodations may be made by calling (415) 473-4381 (Voice), 473-3232 (TDD/TTY), or by e-mail at
disabilityaccess@marincounty.org. This form and other County documents are available in alternative formats
upon request.
DEADLINE: APPLICATIONS MUST BE RECEIVED BY FRIDAY DECEMBER 13 2013 AT 5 P.M.
Remember that we don't accept e-mailed or faxed applications.
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Whistlestop Senior, 9% Tax Credits [Traditional Construction]
RESIDENTIAL CASH FLOW PROJECTION
Year
InfllVacancy
Calendar
Factors ?
< -,.2015.v', .: 2016 2012 _ :, 10,18 2019 2020.2021_;
Tenant Payments
2.5%
499,224
511,705
524,497
537,610
551,050
564,826
578,947
Tenant Payments
2.5%
0
0
0
0
0
0
0
0
0
0 f
0
Tenant Payments (MHSA)
2.5%
0
0
0
0
0
0
Capitalized Operating Expenses (MHSA)
2.5%
1.0%
0
5,724
0
5,781
0
5,839
0
5,897
5,956
6,016
6,076
Other Income
0
0
0
0
0
0
0
Commercial/Childcare Income
1.0%
0
0
0
0
PRAC Operating Subsidy
Scheduled Gross Income
2.5%
0
504,948
0
517,486
0
530,336
543,507
557,006
570,842
585,023
Residential Vacancy (HUD)
5.0%
(25;247)
(25,874)
(26,517)
(27,175)
(27,850)
(28,542)
(29,251)
Residential Vacancy (non -HUD)
5.0%
0
0
0
0
0
0
0
i
Residential Vacancy (MHSA)
10.0%
0
0
0
0
0
0
0
Commercial Vacancy
Effective Gross Income
50.0%
0
479,701
0
491,612
0
503,819
0
516,332
0
529,156
0
542,300
0
555,772
I
Total Operating Expenses (non MHSA)
3.5%
(280,500)
(290,316)
(300,479)
(310,995)
(321,880)
(333,146)
(344,806)
Total Operating Expenses (MHSA)
Services Fee (Non MHSA)
3.5%
3.5%
0
(14,790)
0
(15,308)
0
(15,843)
0
(16,398)
0
(16,972)
0
(17,566)
0
(18,181)
Services Fee (MHSA)
3.5%
0
0
0
0
0
0
0
0. 1
0
Issuer Monitoring Fee
Replacement Reserves
0.1%
3.5%
0
(20,400)
0
(21,114)
0
(21,853)
0
(22,618)
0
(23,409)
(24,229)
(25,077)
Net Operating Income
164,011
164,872
165,644
166,321
166,894
167,359
167;708
Debt Service
1st Mortgage
(136,676)
(136,676)
(136,676)
(136,676)
(136,676)
(136,676)
(136,676)
Debt Service
2nd Mortgage
0
0
0
0
0
0
0
Net Available Cash
27,335
28,197
28,969
29,645
30,219
30,684
31,033
Debt Coverage Ratio
1.20
1.21
1.21
1.22
1.22
1.22
123
Asset Management Fee
$ 5,000
(5,000)
(5,175)
(5,356)
(5,544)
(5,738)
(5,938)
(6,146)
Deferred Developer Fee
$ -
$
- $
- $
$ - $
$
$
$
Partnership Management Fee
$ 25,000
(22,335)
(23,022)
(23,613)
(24,101)
(24,481)
(24,745)
(24,886)
Accrued Partnership Management Fee
Available Cash Flow
0
0
0
0
0
0
0
578,947
593,420
608,256
623,462
639,049
655,025
671,401
688,186
705,390
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
6,076
6,137
6,198
6,260
6,323
6,386
6,450
6,514
6,580
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
585,023
599,557
614,454
629,723
645,372
661,411
677,851
694,700
711,970
(29,251)
(29,978)
(30,723)
(31,486)
(32,269)
(33,071)
(33,893)
(34,735)
(35,599)
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
555,772
569,579
583,732
598,236
613,103
628,341
643,958
659,965
676,372
(344,806)
(356,874)
(369,365)
(382,293)
(395,673)
(409,522)
(423,855)
(438,690)
(454,044)
0
0
0
0
0
0
0
0
0
(18,181)
(18,817)
(19,476)
(20,157)
(20,863)
(21,593)
(22,349)
(23,131)
(23,940)
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
(25,077)
(25,954)
(26,863)
(27,803)
(28,776)
(29,783)
(30,826)
(31,905)
(33,021)
167,708
167,934
168,028
167,983
167,791
167,443
166,929
166,240
165,366
(136,676)
(136,676)
(136,676)
(136,676)
(136,676)
(136,676)
(136,676)
(136,676)
(136,676)
0
0
0
0
0
0
0
0
0
31,033
31,258
31,353
31,308
31,116
30,767
30,253
29,564
28,690
1.23
1.23
1.23
1.23
1.23
1.23
1.22
1.22
1.21
(6,146)
(6,361)
(6,584)
(6,814)
(7,053)
(7,300)
(7,555)
(7,820)
(8,093)
$ - $
- $
- $
- $
- $
- $
- $
- $
-
(24,886)
(24,897)
(24,769)
(24,493)
(24,063)
(23,467)
(22,698)
(21,745)
(20,597)
0
0
0
0
0
0
0
0
0
l
Organization Profile - 2014-15 Data Collection Pilot
The County of Marin is interested in more deeply understanding the population demographics of those who staff, govern and/or utilize the services of
Community Development Block Grant (CDBG) and HOME Program grantee and applicant organizations. More deeply understanding these
demographics will address some of the topics highlighted in the 2011 Analysis of Impediments to Fair Housing in Marin.
The data gathered on this form will NOT determine an organization's likelihood to receive CDBG or HOME funding. If you do not collect or do not
wish to share the demographic information requested, please check the appropriate box below. We hope you will be able to participate in this pilot
project. If you have completed a similar organization profile form when applying for foundation grants in Marin, feel free to use the information
collected for those forms if submitted within the last 12 months.
Natne of Or anization: Eden Development Inc. & Eden Housing Inc.
My organization does not gather demographic data. —My organization does not wish to share demographic data.
Income of Level of Clients Your Org Serves %
Please use the federal income guidelines on the reverse of this page.)
-Very low income people
83%
Low income people
8%
People above the low income limits
9%
Percentages (%)
Clients Your
Clients for
Support
Professional
Board
Advisory
Organization
this Project
Staff
Staff
Committee
Serves
NOTE. Warner
NOTE. All staff
NOTE. Eden
Creek Senior
provided
Developmentlnc.
Housingto
ether
Ethnic/Racial
Demographics
Asian-American/Pacific
15.6%
6%
18%
Islander
African-American/Black
20.7%
8%
31%
14%
Caucasian/White
29.7%
66%
49%
86%
Native American
1.S%
Mixed Heritage
1.2%
2%
Unknown other
15.6%
20%
TOTAL %
100%
100%
100%
100%
100%
100%
Latino Hispanic Origin
Of Latino/ Hispanic Origin
29%
20%
35%
_
NOT of Latino/ Hispanic
71%
80%
65%
100%
Ori 'n
TOTAL %
100%
100%
100%
100%
100%
100``%)
,BEIM MINF`F81
swim
�W
Age
0-5 years old
9%
6-17
24%
18-24
7%
_
25-59
50%
83%
57%
(NOTE. all clients from 28
to 59 placed here, as we do
not track these groups
separately)
.60+
17%
_ 100%
100x"
43%
TOTAL %
100%
100°%
100%
100?/0
100°% ;
1001/o j
Gender
Female _
51%
46� 0
57%
Male
_
49°,0
54%
43%
Total %
1000/o
100%
10000
100%
100%
100%
t
Disabled %
----- -
----
Organization Profile - 2014-15 Data Collection Pilot
Involvement of Clients Your Organization Serves Percent of Board/Committee Members Who Are Clients
On Governin Board
On Advisory Committee
Income Limits
Household Size
Very Low Income Limit
X50% of Median Income
Low Income Limit
z80% of Median Income
1
36,950
59,100
2
42,200
67,550
3
47,500
76,000
4
52,750
84,400
5
57,000
91,200
6
61,200
97,950
K:\Cycle\2014 Cycle\Grant Applications\2014-15 Organization Profile Form.Doc jroy
CITY OF SAN RAFAEL
ROUTING SLIP / APPROVAL FORM
INSTRUCTIONS: USE THIS FORM WITH EACH SUBMITTAL OF A CONTRACT, AGREEMENT,
ORDINANCE OR RESOLUTION BEFORE APPROVAL BY COUNCIL / AGENCY.
SRCC AGENDA ITEM NO. 5.c
DATE OF MEETING: 3/17/14
FROM: Tom Adams
DEPARTMENT: _Economic Development
DATE:
TITLE OF DOCUMENT:
Resolution Recommending Community Development Block Grant (CDBG) Project
Funding for the Year 2014-15 to the Marin County Board of Supervisors
s s`
Department Head (signature)
*** *** *** *** *** *** *** *** *** *** * * * *** * * * *** * * * * * *
(LOWER HALF OF FORM FOR APPROVALS ONLY)
APPROVED AS COUNCIL / AGENCY
AGENDA ITEM:
f �.f
City Manager (signature)
NOT APPROVED
REMARKS:
APPROVED AS TO FORM:
City Attorney (slignaturo