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CC - Item 3A - Public Hearing on the Fiscal Year 2012-13 Annual Action Plan for Federally Funded ProgramsROSEMEAD CITY COUNCIL STAFF REPORT TO: THE HONORABLE MAYOR AND CITY COUNCIL FROM: JEFF ALLRED, CITY MANAGER DATE: FEBRUARY 14, 2012 SUBJECT: PUBLIC HEARING ON THE FISCAL YEAR 2012 -13 ANNUAL ACTION PLAN FOR FEDERALLY - FUNDED PROGRAMS SUMMARY The City Council will conduct its required annual public hearing regarding the projected use of federal Community Development Block Grant (CDBG) and HOME Investment Partnership (HOME) funds for the upcoming 2012 -13 fiscal year. The U.S. Department of Housing and Urban Development (HUD) has not yet announced the final amounts to be allocated to participating communities; however, cities have been warned that Congress will make severe cuts to these programs — an expected 35.6% decrease in Rosemead's CDBG allocation and a 25% decrease in HOME funds. The drastic funding reduction to the CDBG program will result in reduced funding for the City's Senior Nutrition Lunch program currently operated at the Garvey Community Center and the Rosemead Community Recreation Center. Due to the funding reductions, it' may be necessary to consolidate the City's two Senior Nutrition Lunch programs into a single location. Under federal regulations, no more than 15% of the CDBG allocation (or an estimated $114,750) can be used for "social service" activities. Written proposals have been received from seven (7) organizations that are current recipients, which include the Family Counseling Services, People for People, Rosemead High School, Rosemead School District, Southern California Housing Rights Center, The Whole Child, and YMCA of West San Gabriel Valley. In addition, proposals have also been submitted by Family Promises and Mentally and Educationally Retarded Citizens, Inc. (Merci). Due to the impending federal funding reductions, allocations to social service agencies will also be reduced or in some cases eliminated. Staff Recommendation Staff recommends that the City Council conduct a public hearing and take public testimony on the Annual Action Plan covering the period July 1, 2012 — June 30, 2013. No further City Council action is necessary. ITEM NO. _'!)� APPROVED FOR CITY COUNCIL AGENDA: City Council Report February 14, 2012 Page 2 of 3 BACKGROUND The City of Rosemead is a federal entitlement grant recipient of Community Development Block Grant and HOME Investment Partnership funds from the U.S. Department of Housing and Urban Development (HUD). As part of the process to receive funding, the City must undertake development of a Consolidated Plan and Annual Action Plan. It is called a Consolidated Plan because it consolidates the application process for HUD's four (4) entitlement grants into one consolidated plan and application. The four grants are: Community Development Block Grant (CDBG), HOME Investment Partnership Program (HOME), Housing Opportunities for Persons with AIDS (HOPWA), and Emergency Shelter Grant (ESG). All four grants are driven by an entitlement formula process set by the federal government. The City is eligible to participate in two (2) of these programs: CDBG and HOME. As part of the requirements of the federal Consolidated Plan process, the City is required to hold a public hearing regarding the projected use of funds prior to adoption of its Consolidated Plan and Annual Action Plan. In order to receive the FY 2012 -13 allocations, the City must comply with the following requirements of the Consolidated Plan final rule regarding pre- submission requirements: Fulfill citizen participation requirements by conducting a public hearing to receive citizen input regarding annual funding needs; Publish a draft Plan and Annual Action Plan for a 30 -day comment period in order to receive citizen input regarding the final document; and Conduct a public hearing adopting the final Plan and the Annual Action Plan. The Annual Action Plan is a part of the Consolidated Plan, which takes all HUD requirements regarding planning, needs analysis, reporting, budgeting, citizen participation and certifications and incorporates them into one process. The full Consolidated Plan must be completed once every five (5) years and the Annual Action Plan must be completed annually. ANALYSIS The Federal government is currently working on allocating CDBG and HOME funding awards and has not yet announced the final amounts to each participating community; however, cities have been warned that Congress will be making severe cuts to these programs. While the City has not yet been notified of the grant amounts that will be available to meet identified needs within Rosemead for the FY 2012 -13, HUD has warned that it is estimated that Rosemead will receive a 35.6% decrease in its current $1,037,683 allocation of CDBG funds, which would reduce the grant to $765,000, and a 25% decrease in its current $480,886 allocation of HOME funds, which would reduce the grant to $360,665, but will not be certain until federal notification of awards. In conducting this public hearing, written invitations were sent to the seven (7) non - profit organizations that are currently receiving CDBG funding. These organizations include the Family Counseling Services, People for People, Rosemead High School, Rosemead City Council Report February 14, 2012 Pace 3 of 3 School District, Southern California Housing Rights Center, The Whole Child, and YMCA of West San Gabriel Valley. Copies of the written proposals received from these organizations have been included in Attachment A. It is expected that all seven (7) organizations will be represented at the public hearing. In addition, several new parties have submitted a first time funding request and will be attending the meeting to state their interest to the Council. The hearing is also open to the general public and anyone present can submit a funding request for the Council's consideration. However, in accepting these recommendations only three broad funding categories are considered eligible under CDBG regulations. A' project must either provide benefits to low or moderate - income persons, eliminate slum or blighted conditions, or is an urgent need. In addition, of the CDBG funds received, no more than 15% (or an estimated $114,750) of the annual grant amount can be used for social service activities and no more than 20% (or an estimated $153,000) of the grant amount can be used for. administrative and program delivery activities. More than 70% of all funds received must be used for low -to- moderate income activities. Of the HOME funds received, no more than 10% (or an estimated $36,066) can be used for administrative and program delivery activities and 15% (or an estimated $54,100) must be set aside for a Community Housing Development Organization (CHDO), as constituted under the regulations. The balance of funds can only be used for housing activities. Due to limited resources and severe cuts in funding; it will not be possible for the Council to endorse all of the projects that have been submitted by the various parties that attend tonight's public hearing. In addition, due to the federal funding restrictions discussed above, the Council will be limited in the amount of funds available for social service activities. To properly evaluate all proposed projects, it is recommended that the Council defer making any recommendations this evening until the City has received confirmation of our grant amounts with HUD. A summary of all funding requests and staff recommendations will be provided to the Council for review at a future meeting. PUBLIC NOTICE PROCESS Notice of the public hearing was published in the San Gabriel Valley Tribune on February 2, 2012, as well as through the regular agenda notification process. Submitted by: Michelle G. Ramirez Acting Community Development Director Attachment A — Social Service Requests ATTACHMENT A Public Service Agencies Applicant Review A Fund Existing Current gency Program Description Request Provider Funding Family Counseling Counseling Services $40,000 Yes $39,000 Service Location 121 S Santa Anita St., San Gabriel, Ca 91776 Contact Person Jennifer Foote Contact Phone Number 626- 308 -1414 Contact Email Address driooten sbcglobal.net Family Promise Homeless Services Service Location 1005 E Las Tunas Dr #525 San Gabriel, Ca 91176 Contact Person Lynnea Hughes Contact Phone Number 626- 569 -0991 Contact Email Address Ivnnea.huohes(a)fpsgv.orq $10,000 No Housing Rights Center Affirmative Housing $20,000 Yes $18,000 Service Location 520 S Virgil Ave, Ste 400 LA, Ca 90020 Contact Person Chancela AI- Mansour Contact Phone Number 213 - 381 -8555 Contact Email Address calmonsour (a)housing rig htscenter.org Merci Training for Developmentally Disabled $ 5,000 No $ - Service Location 525 N Chandler Ave., Monterey Park, Ca 91754 Contact Person Marta Escanuelas Contact Phone Number 626 - 289 -8817 Contact Email Address martac1(o)verizon.net People for People Provide food and clothing $27,345 Yes $27,345 Service Location 860 E Mission Rd., San Bernardino, Ca 91776 Contact Person Norene Rand Contact Phone Number 626 - 285 -2549 Contact Email Address wsgvccfoodpantrv(aa)aol.com Rosemead High School Student Counseling $10,000 Yes $10,000 Service Location 9063 E Mission St., Rosemead, Ca 91770 Contact Person Isaac Gonzalez Contact Phone Number 626 - 286 -2141 Contact Email Address isaacg(o)emuhsd.k12.ca.us Rosemead School District Parent Counseling $ 7,000 Yes $ 7,000 Service Location 3907 Rosemead Blvd Rosemead, Ca 91770 Contact Person John Lovato Contact Phone Number 626 - 312 -2900 Xtn 233 Contact Email Address Jlovato(a)rosemead.k12.ca.us The Whole Child Transitional Housing $ 8,000 Yes $ 5,000 Service Location 10155 Colima Road, Whittier, Ca 90602 Contact Person Charlene Dimas - Peinado Contact Phone Number 562 - 692 -0383 Contact Email Address cdmas(a)thewholechild.info CITY OF ROSEMEAD 8838 E. Valley Boulevard Rosemead, CA 91770 (626)569.2102 ppiatt@cityofrosemead.org NON - PROFIT COMMUNITY SERVICE ORGANIZATION REQUEST FOR FUNDING FISCAL YEAR 2012 -2013 Legal Name of Organization: SANTA ANITA FAMILY SERVICE Tax ID #: 95- 1816014 DUNS #: Address: 206 E. Las Tunas Dr., Suite 12, San Gabriel, CA 91776 Executive Director: Dr. Fred Loya Contact Name: Dr. Jennifer Foote Telephone: (626) 308 - 1414 Fax: (626) 308 -1818 Email: drifoote(@,sbcglobal.net Purpose of Organization: Santa Anita Family Service was founded in 1951 to foster well -being of the San Gabriel Valley creating healthier families and communites through professional leadership and the provision of high quality educational, mental health and social service programs. Enter "X" by the appropriate designation: x Non - profit organization For - profit organization Enter "X" by all that apply: A faith -based organization An institution of higher education x Not Applicable TOTAL UNDUPLICATED ROSEMEAD CLIENTS: FY 09 -10 42 (hours of treatment 785.5) (Please Complete Attached Backup — Performance Report) FY 10 -11 50 (hours of treatment 372) (Est.) FY 11 -12 ROSEMEAD FY 2011 -2012 FINANCIAL SUPPORT: FY 2012 -2013 FINANCIAL REQUEST FROM CITY OF ROSEMEAD: AGENCY TOTAL BUDGET FOR FISCAL YEAR 2012 -2013: 50 Exhibit A $40,000 Exhibit B 1. State the Agency's mission, goals and major objectives. In addition, describe programs designed to meet goals and objectives. Attach any recent evaluations of programs or needs assessments. Missions Statement: Santa Anita Family Service was founded in 1951 to foster well -being of the San Gabriel Valley creating healthier families and communities through professional leadership and'the provision of high - quality educational, mental health and social service programs. Goals: • Support Family Stability • Sober Living • Drug — Free Lifestyle • Violence — Free Lifestyle • Child Abuse Prevention/Intervention • Older Adults Stability/Independence • Emotional Well -Being of Adults and Children Objectives: • Provide: o Individual, group, family, and conjoint treatment o Parent — Education • Drug/Alcohol Treatment • Domestic Violence Treatment • Case Management • Linkages • Information and Referrals for Housing, Food, In Home Supportive Services, Child Care, etc. Programs designed to meet goals and objects: • Rosemead Program • Senior Services • Pathways • P.A.C.T. (Parents and Children in Transition) • PC 1000 • Domestic Violence Batterers Program • Family Support • DV Ca1WORKS • Ca1WORKS Substance Abuse Program • General Relief Substance Abuse Program • CDBG — Domestic Violence • CDBG — Senior Services • CDBG — Case Management • Impact Plus: Project: Violence /Gang Prevention Program • Family Preservation • YAB (Youth Accountability Board) • Food Stamp Program • Monterey Park — Ethnic Harmony Program • Arcadia Unified School District Program • Covina Unified School District Program 2 2. Briefly explain any new programs or services to Rosemead residents during FY 2011 - 2012. Are any planned for FY 2012 -20139 No new programs /services 3. How are clients referred to your agency? Community'Agencies, Schools, Police Department, Department of Children and Family Services, Prototypes, Residents of Rosemead 4. List and explain any major changes in funding patterns or expenditures State of California terminated Proposition 36 drug funding in state. 5. List major sources of funding and the amount (i.e. cities, county, state, federal, fundraising, etc.) See attached (EXHIBIT C) 6. What facilities in Rosemead are used to conduct services? None at this time. Services are provided out of our San Gabriel office. We have made past attempts to work with the local schools to provide a variety of services, such as parent education; however, space is often an issue and the families are also able to commute to the SG office where the services are already being provided. 7. The proposed Community Service would be provided to: Mark each that apply • Low and Moderate - Income persons or households • Abused Children • Handicapped Persons • Illiterate Persons • Battered Spouses • Homeless Persons . • Migrant Farm Workers • Elderly Persons 8. How many Rosemead citizens do you project will benefit from your program/project: 50 Provide a specific example or case study of a client that exemplifies how program objectives were achieved during the past year: (Attach additional page if necessary) Our program is geared towards an array of issues many face; thus, to speak on one becomes a challenge. Therefore, I have chosen two that can narrate some of the issues our Rosemead Program participants deal with. , Jennifer, a Hispanic woman in her mid 30s , was finally able to disclose to herself and close friends that she had been sexually molested by her uncle for several years, beginning a the age of 4. Although she told her mother, nothing was done to stop the abuse. Growing up, Jennifer began to believe that she deserved the abuse and that it was her fault. After many abusive relationships, she found herself feeling very depressed and, at one point, suicidal. Having very little economic resources, Jennifer did not think she could afford the help she needed. However, through the no to low cost counseling program through the City of Rosemead, Jennifer was able to reach out receive the treatment she needed. She began attending a group for adults molested as children (AMAC) and individual therapy on a weekly basis. Jennifer, thus far, has begun to discuss her intense feelings of shame and lack of self worth stemming from such early and ongoing trauma. As a result, Jennifer is beginning to understand that the abuse was not her fault and she is rebuilding her self esteem. Because of the no to low cost counseling program through the City of Rosemead, Jennifer was able to seek help and begin the process of breaking the cycle of abuse. The other case involves children: Johnny, who at the time was 10 years of age, and Kimberly who was 14 years old were mandated into to treatment by Department of Children Services (DCFS) after being removed from their mother's care and placed with a family member. Both Johnny and Kimberly had seen their mother and her boyfriend severely abuse each other physically, verbally, and emotionally and a child abuse report was made. For years, Johnny and Kimberly had seen their mother rotate in and out of their lives as she was often incarcerated. In addition, Kimberly had also been sexually abused by her biological father; therefore, their father was also not a part of their lives. This; however, would be the first time that Johnny and Kimberly would seek treatment for all the abuse and instability in their lives. Therapy in the past was not an option, as it was thought of as too expensive. However, with the Rosemead program both Johnny and Kimberly could receive treatment. Therefore, both Johnny and Kimberly began individual therapy once a week. Johnny, in the beginning, was shy and quiet. He soon started to open up about all his fears. He began to be more animated and verbal about his thoughts and feelings. In addition, Johnny started to recognize his strengths and praise himself for his efforts at school. Kimberly in the beginning was also quiet; however, she seemed more reserved and untrusting. Though out therapy, Kimberly began to discuss the traumatic events in her life, such as the sexual abuse and the instability of her mother, and was building a strong social support at school. As therapy transitioned to include family reunification with their mother, both Johnny and Kimberly were able to express their hesitancy with their mother's return and fears of her inability to refrain from trouble with the law and incarceration. This was important for both Johnny and Kimberly as this was a cycle that had been happening through out their life. In the end, Johnny and Kimberly's mother did return to prison. However, Johnny and Kimberly were able to utilize therapy as a consistent part of their life to cope. And, in the end, both Johnny and Kimberly began the process of not blaming themselves, have a greater support network, utilize school as a positive outlet, developed boundaries to prevent future abuse, and have other coping skills to deal with the parents and the trauma they have endured. Because of the Rosemead program, Johnny and Kimberly could receive the help they needed and know that there is help available to them. 0 10. Has your organization conducted the proposed activity before? Yes X No 11. Describe your organization's experience with CDBG Santa Anita Family Service has had an extensive experience with CDBG. For over 21 years we have worked with one or more of the following CDBG: Azusa, Baldwin Park, Monterey Park, Rosemead, Gloria Molina's office. In addition, Santa Anita Family Service was awarded 4 CSBG grants — two for Supervisory Districts 1 and 5 for domestic violence, case management, and senior services. 12. Do you charge any fees to your clients? If so, what is the fee structure? N/A for Rosemead clients Rosemead clients may be asked for up to 510.00 in co- payments for service, however most are none or 55.00 5 PERFORMANCE REPORT FOR FISCAL YEAR 2009 -2010 SUMMARY OF DIRECT BENEFIT ACTIVITIES TO ROSEMEAD RESIDENTS *The two Subtotal Columns must equal MFI — Median Family Income 0 Please Count Number of Undu licated Rosemead Residents Non Hispanic Hispanic *SUBTOTAL Extremely Low Income 30% of MFI Very Low 50% of MFI Low Income 80% of MFI Above Low Income 81 % or higher of MFI *SUBTOTAL Female Head of Household White 3 38 41 24 14 1 2 41 23 Black Asian or Pacific Islander 1 1 1 American Indian or Alaskan Native Native Hawaiian/Other Pacific Islander Other Multi Racial Unknown *The two Subtotal Columns must equal MFI — Median Family Income 0 }\ /} \\ )j a2 of �] * \\ KQ (( Qo n� \) }\ \� 5) )g \{ /I \ f [ / \ \ } \ ƒ ± 0 0 /® \� a \ ° \/ CD &§ /Er[} CA ( ; \} }) r } ~ \ }/A fu «)7 2E ° ~ 7 ; ) (i \ }/k !\ \ j ®_« o » m \ \� a2 of �] * \\ KQ (( Qo n� \) }\ \� 5) )g \{ /I \ f §) )( %ƒ /( (§ ■$ K-1 c o m { } [ $ - ; » } ( \ \ \� 2 \ «_ \\ \)�\c cr \ \\� ( zgF2E ) >\ \ }/k `2 CL f \ ) r /}\ kM / \] \� (� e ■ \� }� 0 §� 4_ ]2 )3 ]§# 9 m( /* t§ j� \^ jk PROGRAM BUDGET Use Whole Dollars Only Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and/or FY 2011 -12 and FY 2012 -13. State of California terminated Proposition 36 Drug Program in state Please explain what expenses are included in the "Other" Category. N/A FY 2010 -2011 Current Operating Year FY 2011 -2012 Proposed Budget FY 2012 -2013 CDBG SHARE FY 2012 -13* Expense Salaries 297,675 223,256 223,256 28,000 Employee Benefits 44,652 33,489 33,489 6,062 Employees Payroll Taxes 22,772 17,079 17,079 0 Profes. & Consultant Fees 0 0 0 0 Supplies 7,000 6,000 6,000 1,800 Telephone & Fax 12,000 12,000 12,000 1,800 Postage & Shipping 0 1800 1800 300 Occupancy & Utilities 89,000 36,000 36,000 1,200 Rental & Maint. of Equip. 0 0 0 0 Printing & Publishing 0 0 0 0 Travel and Transportation 2,000 2,000 2,000 838 Conferences 0 0 0 0 Specific Assist. To Individuals 0 0 0 0 Membership Dues 0 0 0 0 Awards & Grants 22,000 22,000 22,000 1,200 Insurance 0 0 0 0 Equipment Purchased 10,000 10,000 10,000 0 Misc. Expenses 0 0 0 0 Transfer to Other Funds 0 0 0 0 Dues to National Organizations 0 0 0 0 Over Expenses 0 0 0 0 Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and/or FY 2011 -12 and FY 2012 -13. State of California terminated Proposition 36 Drug Program in state Please explain what expenses are included in the "Other" Category. N/A PROGRAM REVENUE Use Whole Dollars Only Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and/or FY 2011 -12 and FY 2012 -13. 10 FY 2010 -2011 Current Operating Year FY 2011 -2012 Proposed for FY 2012 -2013 Public Support Contributions 1,000 10,000 10,000 Foundation & Private Grants 20,000 20,000 20,000 Fundraising/ special Events 1,500 20,000 20,000 Legacies and Bequests 0 0 0 Other Federated Org. 0 0 0 United Way 0 0 0 Misc. Organizations 0 0 0 Other 0 0 0 Subtotal 22,500 50,000 50,000 Government Federal 86,221 122,424 122,424 State 330,000 125,000 125,000 Local 65,000 65,000 65,000 Subtotal 481,221 312,424 312,424 Other Revenue Membership Dues 0 0 0 Program Services Fees 3,378 1,200 1,200 Investment Income 0 0 0 Transfer From Other Fund 0 0 0 All Other Revenue 0 0 0 Subtotal 3,378 1,200 TOTAL REVENUE 507,099 363 624 363,624 Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and/or FY 2011 -12 and FY 2012 -13. 10 I HAVE BEEN AUTHORIZED TO SUBMIT REQUEST FOR FUNDING Signature Name Title �,e�� (� S,a..�4,e,i. ra,�,c,�.f'en„J,cL_e -•_G Email Address (G-),() -,31�i3 Phone Number Organization /• -2 av Date DO NOT COMPLETE THIS SECTION — FOR CITY USE ONLY Date Application Received: Date Reviewed by Rosemead Staff: Approved or Declined: Date Notification Letter Sent to Applicant: 11 12'54 PM Santa Anita Family Services 01/17/12 Accrual Basis Profit & Loss Jgi,X ;gig trh5 ?ugh June 2011 Income 4000 - Donations 21,327.46 4100 • Program Fundraising 1,078.00 4200 - Board Contributions 4,425.00 4600 - Revenue -Assoc Org. Monrovia 2,000.00 5001 - Senior Center Contract 1,012,928.85 50012 • Family Support Contract 133,877.00 50015 - DV Calworks Contract 229,038.00 50018 - DV Calworks Grow Dist 1 27,672.00 5002 • Pathways Contract 18,981.50 5003 • Pact Contract 113,426.48 5006 • City of Azusa Contract 10,000.00 5007 • City of Covina 3,870.00 5013 • City of Baldwin Park-SC 5,000.00 5014 - Covina Unified School Dist 16,470.00 5015 • Arcadia Unified School 10,745.00 5016. Pathways GR- Contract 8,007.00 5017 • Pathways Calworks- Contract 3,292.00 5019 • Proposition 36 Contract 38,812.00 5020 • Family Preservation Contract 492,589.84 5022 • City of Rosemead Contract 40,000.00 5023 • General Relief /FCS Contract 10,000.20 5024 - Calworks /FCS Contract 12,410.52 5025 • Image Plus Contract 74,040.00 5026 • Impact Plus- CDBG Contract 15,000.00 5027 • City of Monterey Park Contract 5,000.00 5050 • DPSS- Food Stamp Contract 1,040.00 5060 DPSS 5 SS 62,901.87 5070 CSBG 1 SS 31,249.96 5080 • CSBG SC 5CM 35,465.98 5090 CSBG DV 1 75,382.65 5091 • Alhambra USD 2,065.00 6000 • Murex Petroleum Corp. 1,377.74 6100 • Amerada Hess Corp. 5,175.47 6150- Danbury 2,627.89 6175 • Ranch Oil Co. 424.72 6185 • FidelityOil Company 100.36 6196 • Hillsides - Family Pres 2,646.00 6197 • El Centro -Fam Pres 240.00 6200 - Counseling Fees 27,719.14 6201 - Pathways Fees 1,237.00 6202 - PC 1000 Fees 7,140.70 6203 • PACT Fees 14,533.74 6204 - Domestic Violence Fees 23,624.50 6205 • Prop 36 -1 Fees 1,997.00 Page 1 of 3 12'54 PM Santa Anita Family Services 01117/12 Accrual Basis Profit & Loss JtJX 3919 trh� ?ugh June 2011 6206 • Parenting Fees 5,071.50 7000 6207 • Senior Center income 6,350.50 • Salaries - Clerical 6209 • Rosemead fees 405.00 - 6211 • Anger Management Fees 4,655.00 7210 6213 • Chronic Illness Fees 721.00 • W/C Insurance 6214 • Empowerment Group Fees 1,720.00 30,032.94 6215 • FCSIGR Fees 134.00 8041 6216 • AMAC group fees 165.00 • Office supplies 6217 - Image Plus 4.00 4,424.24 6218 - Victims of Crime 1,620.00 8200 6230 - Rental Income 4,492.80 - Postage 6500 • Miscellanous Income 3,967.66 34,724.00 6515-Vending machine income 76.00 8425 6520 Interest 3,036.73 • Fidelity Mortgage Interest 6811 - United Way Donor Contributions 51.62 40,773.49 6900 • Gift in -kind income 198,339.00 Total Income 2,837,750.38 63.64 Expense 7000 • Salaries 888,546.19 7050 • Salaries - Clerical 122,024.58 7090 • Salaries - Para Professional 638,970.95 7100 • Health Insurance 137,908.26 7210 - Payroll taxes 125,189.80 7230 • W/C Insurance 46,989.35 7240 - Unemployment Insurance 30,032.94 8040 - Accounting Services 23,269.05 8041 - ADP Fees 13,968.65 8110 • Office supplies 25,063.08 8150 • Educational Supplies 4,424.24 8175 • Educational Training 3,529.90 8200 - Telephone 35,039.74 8300 - Postage 4,183.01 8410 • Rent 34,724.00 8420 - Mortgage Interest Expense 26,044.57 8425 • Line of Credit Interest Expense 2,430.52 8426 • Fidelity Mortgage Interest 41,790.12 8430. Utilities 40,773.49 8440 - Maintenance - Building 9,785.65 8442 • Maintenance Vehicle 63.64 8445 • Maintenance Service & Repairs 4,827.59 8490 - Other Building Expense 4,101.71 8501 - Rental & Maint of Equipment 20,004.80 8520 • Equipment 1,276.98 8525 • Equipment Tax 461.61 Page 2 of 3 12:54 PM 01/17/12 Accrual Basis 8530 - Computer Maintenance 8600 • Printing 8720 • Mileage 8810 • Educational Conferences 8900 • Gift in Kind Expense 9000 • Membership Dues 9100 - Filing Fees 9200 • Liability Insurance 9500 - Miscellaneous 9520 • Bank charges /Fees 9530 • Outreach Activity 9540 • Business License Renewal 9550 • Gateway Billing 9570 - Purchase of Service 9580 - Attorney Fees 9590 - Drug Testing 9592 • Fam PresSubcontractor 9593 - DV Cal -works Subcontractors 9594 • Family Support Subcontractor 9610-Van Expense 9615 • Gas Expense Total Expense Net Income Santa Anita Family Services Profit & Loss JtA 3919 mSqugh June 2011 433.54 5,070.08 21,225.85 3,913.63 198,339.00 577.40 4,106.89 26,176.21 5,777.54 4,617.02 95.92 527.00 220.00 21,456.09 150.00 1,103.43 90,639.45 7,690.00 48,137.05 349.01 1,742.16 2,727,771.69 109,978.69 Page 3 of 3 12:55 PM Santa Anita Family Services 01117112 Accrual Basis Balance Sheet As of Jyne �01 011 ASSETS Current Assets Checking /Savings 1002 • Citizens Business Bank 1003 • Citibank 1004. One West Bank -Fund Development 1007 • Citizens Business Bank - Property Total Checking /Savings Accounts Receivable 1120 • Accounts receivable Total Accounts Receivable Other Current Assets 1220 • Prepaid insurance 1250 • Secured Deposit -CBB 1499 • Undeposited Funds Total Other Current Assets Total Current Assets Fixed Assets 1300•Land 1335 - Building 1336 • Furniture and Equipment 1337 - Accumulated Depreciation - Bldg 1338 - Accumulated Depreciation F & F 1339 • Leasehold Improvement Total Fixed Assets Other Assets 1500 • Security Deposit 1600 Loan costs Total Other Assets TOTAL ASSETS LIABILITIES & EQUITY Liabilities Current Liabilities Accounts Payable 2040 - Accounts payable Total Accounts Payable Other Current Liabilities 2042 • Deferred Compensation - Employee 114,637.77 3,522.44 57,219.04 7,702.82 183,082.07 294,295.32 294,295.32 3,909.29 102,531.46 120.00 106,560.75 583,938.14 314,050.31 551,542.16 98,311.06 - 283,261.80 - 98,136.75 23,089.00 605,593.98 5,500.00 21,947.00 27,447.00 1,216,979.12 49,243.98 49,243.98 1,613.34 Page 1 of 2 12:55 PM Santa Anita Family Services 01/17/12 Accrual Basis Balance Sheet As of Jy '"n,01,?011 2054 - United Way - Employee Contrib 6,569.67 2056 - Accrued vacation 39,535.65 2605 • Wage Garnishment-employee cont - 386.29 Total Other Current Liabilities 47,332.37 Total Current Liabilities 96,576.35 Long Term Liabilities 2540 • Mortgage 375,748.36 2580 - Fidelity Loan - 384,879.86 Total Long Tenn Liabilities 760,628.22 Total Liabilities 857,204.57 Equity 3001 • Unrestricted net assets 737,053.45 3900 • Retained Earnings -487,257.59 Net Income 109,978.69 Total Equity 359,774.55 TOTAL LIABILITIES & EQUITY 1,216,979.12 Page 2 of 2 ACOORo• CERTIFICATE OF LIABILITY INSURANCE MA (MM DDMY 11 /03/2011 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(les) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Phone: 6263322256 Fax 626339-9921 H nCT Baker Romero & Associates Insurance Brokers, Inc. LILLIAN ROMERO GOMEZ BAKER ROMERO & ASSOCIATES INSURANCE BROKERS, INC. 'X.Nh •1: 626 332 -2258 F"x N - (626) 339.9921 EMAIL www.bakerromero.com , On 750 TERRADO PLAZA SUITE 238 COVINA CA 91723 PRODUCER ' ,,T MENID: 217 INSURERS) AFFORDING COVERAGE NAIL # Agency Lic #: OG22790 INSURED SANTA ANITA FAMILY SERVICES INSURER Great American Insurance Companies 16691 MEO. EXP(Any one person) IS 5,000 605 S. MYRTLE AVE INSURER e Ol3URER MONROVIA CA 91016 INSURER 0' 2 INSURER E ABUSE MOLESTATION GENERAL AGGREGATE INSURER COVERAGES CERTIFICATE NUMBER: 8739 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, INSR TYPE OF INSURANCE ADM. SUER POUCYEFF POLICY ErP LIMITS TR IN SR POLICY NUMBER MMAM MMmO • GENERAL LNmLRY ROSEMEAD, CA 91770 PAC7575140 11/10111 11/10112 EACH OCCURRENCE $ 1,000,000 X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE I X OCCUR DAMAGE TO RENTED PREMISES Ea s 100,000 MEO. EXP(Any one person) IS 5,000 PERSONAL B AOV INJURY $ 1,000,000 X PROFESSIONAL LIABILITY X ABUSE MOLESTATION GENERAL AGGREGATE $ 3,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMPIOP AGG $ 1,000,000 $ PRO - POLICY LOC • AUTOMOBILE LAMLRY CAP7575141 11110/11 11110/12 COMBINED SINGLE LIMIT (Ea arxideni) $ 11000,000 X ANY AUTO BODILY INJURY (Per person) $ ALL OWNED AUTOS BODILY INJURY (Per accident) $ SCHEDULED AUTOS PROPERTY DAMAGE X HIRED AUTOS (Per acadent) $ $ X NON -OWNED AUTOS S A UaaRtE- Lu, X OCCUR UMB8049268 11/10/11 11/10/12 EACH OCCURRENCE 1,000,000 AGGREGATE 11000,000 EXCasS LMe CLA M'MADE DEDUCTIBLE AausE INCLUDED $ X RETENTION $ 10,000 WORKERS COMPENSATION EMPLOYERS' WBILRY Y/N WC TORY LIMBS OTM TORY $ E.L. EACH ACCIDENT ANY PROPRIETORAPARTNEmEXECUTIVE E.L. DISEASE -EA EMPLOYEE $ OFFICERIMEMBER EXCLUDED? (Mandatary In NH) NIA E.L. DISEASE - POLICY LIMIT $ III. ea :nea ame, DESCRIPTION OF OPERATIONS.. DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ANach ACORD 101, Additional Remarks Schedule, If more space is required) CERTIFICATE HOLDER NAMED AS ADDITIONAL INSURED - FUNDING SOURCE CERTIFICATE HOLDER CANCELLATION CITY OF ROSEMEAD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 8838 E. VALLEY BLVD. ACCORDANCE WITH THE POLICY PROVISIONS. ROSEMEAD, CA 91770 AUTHORIZED REPRESENTATIVE Attention:..,, Lillian Romero Gomez ACORD 25 (2009109) 0 19dI1-ZUU9 AQUKU CUKPUKA I ION. All rights reserved. The ACORD name and logo are registered marks of ACORD OR �OR, l� . � � < � ;. � � » � ��.. � . I CITY OF ROSEMEAD 8838 E. Valley Boulevard Rosemead, CA 91770 (626) 569 -2102 ppiatt@cityofrosemead.org NON - PROFIT COMMUNITY SERVICE ORGANIZATION REQUEST FOR FUNDING FISCAL YEAR 2012 -2013 Legal Name of Organization: IT6'mj lsj Prbmi.<e // 6a(o l u I V q ��e Z Tax ID #:�' �� DUNS#: g1D10�V Address: _920_ Executive Director:: Contact Name: 1 Fax: Enter "X" by the appropriate designation: X Non - profit organization For - profit organization Enter "X" by all that apply: A faith -based organization Not Applicable TOTAL UNDUPLICATED ROSEMEAD CLIENTS: (Please Complete Attached Backup — Performance Report) (Est.) ROSEMEAD FY 2011 -2012 FINANCIAL SUPPORT: An institution of higher education FY 0 -10 FY 19 -11 FY 41 -12 FY 2012 -2013 FINANCIAL REQUEST FROM CITY OF ROSEMEAD: AGENCY TOTAL BUDGET FOR FISCAL YEAR 2012 -ZW : (0 Ap 14-1(0 -$10,0°6 sa�;sg� I I HAVE BEEN AUTHORIZED TO SUBMIT REQUEST FOR FUNDING s pc Signature Name �tle .Email Ad ress Phone Number /u PhW,&e-, c� C !ru/C4�1 Organization' Xg Awl ;L Date DO NOT COMPLETE THIS SECTION— FOR CITY USE ONLY Date Application Received: Date Reviewed by Rosemead Staff: Approved or Declined: Date Notification Letter Sent to Applicant: L\ M 1. State the Agency's mission, goals and major objectives. In addition, describe programs designed to meet goals and objectives. Attach any recent evaluations of programs or needs assessments. Missions Statement: S� Goals: P Objectives: Programs designed to meet goals and objects: 2. Briefly explain any new programs or services to Rosemead residents during FY 2011 - 2012. Are any planned for FY 2012 -2013? 3. How are clients referred to your agency? 4. List and explain any major changes in funding patterns or expenditures 2 5. List major sources of funding and the amount (i.e. cities, county, state, federal, fundraising, etc.) 6. What facilities in Rosemead are used to conduct services? 7. The proposed Community Service would be provided to: Mark each that apply Low and Moderate - Income persons or households Abused Children Handicapped Persons Illiterate Persons Battered Spouses Homeless Persons Migrant Farm Workers Elderly Persons 8. How many Rosemead citizens do you project will benefit from your program /project: Provide a specific example or case study of a client that exemplifies how program objectives were achieved during the past year: (Attach additional page if necessary) 10. Has your organization conducted the proposed activity before? Yes No 11. Describe your organization's experience with CDBG 12. Do you charge any fees to your clients? If so, what is the fee structure? 3 Family Promise of San Gabriel Valley Application for FY2012 -13 CDBG Funding from the City of Rosemead 1. Family Promise of San Gabriel Valley is a new, grassroots nonprofit organization that brings together an interfaith coalition of local congregations to help homeless families in the San Gabriel Valley region. On any given night, there are more than 5,000 homeless people in the San Gabriel Valley, according to a 2009 study conducted for The San Gabriel Valley Council of Governments. About 36 percent — or 1,800 people — are families. Yet there were only 343 shelter beds in the region designated for families as of that study, making it difficult for them to stay together. Our goal and objective are to keep the homeless families together and help them both regain and sustain their independence. To do this, the congregations take turns — a week at a time — housing and feeding the families. During the day, the children continue to attend their schools. If the parents do not have jobs, they are transported to the Family Promise Resource Center in Rosemead. A full -time social worker there helps them find employment and permanent or transitional housing for the family, as well as access any social services that they may need. Because many existing resources are used, Family Promise SGV is cost - effective, having no need for a sizable paid staff or facility construction. 2. Family Promise SGV began providing services in December 2011, so all these services are new to Rosemead residents for the city's 2011-12 fiscal year. (Family Promise SGV's fiscal year is the calendar year, as noted in the program revenue and budget sections.) As of January 12, the nonprofit organization is at full capacity, serving three families for a total of 14 people. Of that group, one family of six is from the city of Rosemead. No new services are planned at this time for the 2012 -13 fiscal year; however, it is possible that Family Promise SGV could serve more Rosemead residents during that time period. 3. Clients are referred to Family Promise SGV several ways: through the school districts; social service agencies; our local congregations; other Family Promise affiliates; or by individuals. 4. Family Promise SGV's fiscal year coincides with the calendar year. Fiscal year 2012 will see a major increase in expenditures over 2011, because it is the first full year of operations, including employment of a full -time social worker. 5. In our program budget, the major sources of funding areas follows: Family Promise of San Gabriel Valley Application for FY2012 -13 CDBG Funding from the City of Rosemead a. Grants: $33,000 b. Corporate contributions: $38,400 c. Individual: $88,000 d. Fundraising Events: $31,000 e. In -kind contributions: $350,000 6. The Family Promise Resource Center is located in Rosemead on the grounds of Evergreen Baptist Church -Los Angeles. The resource center is where our client families can obtain the services they need to regain their independence: assistance in finding permanent or transitional housing; assistance in finding jobs; and help obtaining any social services their families might need. 7. Family Promise primarily will serve homeless persons; low and moderate - income persons or households. It also can serve abused children, handicapped persons, illiterate persons, migrant farm workers, and elderly persons in nontraditional families (e.g., if they are taking care of grandchildren). 8. Given that the average stay in Family Promise affiliates nationwide is about two months, we project that we could potentially serve as many as five to six families from Rosemead per year. 9. One of the families currently in our program has entered as the result of a shady landlord and a foreclosure. The family includes a father, age 24; mother, 26; son, 8; and daughters ages 7 and 6. The father works, and the mother takes care of the children. However, it would be virtually impossible to save enough for a deposit, first and last month's rent with only the father working. This family had nowhere to turn, but knew it could become independent again with two incomes. Since entering the program, the mother has completed 10 weeklyjob applications for the past four weeks. She also enrolled her children in local elementary schools to take advantage of morning transportation provided to our students within the school district. As a result of persistent job search and job development resources at the Resource Center, this mother has had two job interviews this week and a job offer. Once she is employed, mother and father plan on continuing to contribute all of their earned income to their already accumulated savings to gain affordable housing. In Family Promise, we require clients to save 80 percent of their income as a required program objective. Family Promise of San Gabriel Valley Application for FY2012 -13 CDBG Funding from the City of Rosemead On the days that the father is home from work, he helps out with the kids, attends to laundry and has participated in the parenting discussion group we currently offer weekly. Both parents consult with the case manager /network' director daily to stay on task. In turn the case manager /network director has ensured that this family has received the appropriate advocacy and is efficient in the daily and weekly objectives that they continue to meet and work on. 10. As previously stated, Family Promise SGV opened its doors on December 2011. But we . have a deep pool of knowledge and experience to draw upon from the other Family Promise affiliates nationwide. There are 171 affiliates in 41 states, including affiliates in the East San Fernando Valley and Santa Clarita areas. Two more are developing in Torrance and Orange. 11. We have previously received two consecutive allocations of $8,000 in CDBG funds from the city of Monterey Park to help with our startup costs. 12. We do not charge any fees to our clients. PROGRAM REVENUE Ilse WhnIP nalinrs Only Please explain Changes Greater than 15% between FY 2010-11 and FY 2011 -12 and /or FY 2011 -12 and FY 2012 -13. 5 G V e a ei. s f*w-f Ks►iC� . �'Y3.o! a Ua.#r.'L�.�¢er.y �•_Fk'"li""�� •L✓c+rs at.L -u9� c:, 2v!=. GY2eK ua�,(s.rf.oF ? �� Z h y , �'�. Iki� c.: �n..e 4r,.a,..y.� °� le aa.P %.�.asa•co ar..of uv'r:� 3 FY 2010 -Z5A Current Operating Year FY 2011 - Proposed for FY 2012 -2&bt Public Support Contributions 3 S 20l Gd Foundation & Private Grants Fundraising / special Events 7 c( 37 ( G1 Legacies and Bequests Other Federated Org. United Way Misc. Organizations , Other Subtotal Government Federal State Local Subtotal Other Revenue Membership Dues _ Program Services Fees Investment Income _ ,r Transfer From Other Fund All Other Revenue Subtotal F:,, TOTAL REVENUE lip 5 yy G 3 Please explain Changes Greater than 15% between FY 2010-11 and FY 2011 -12 and /or FY 2011 -12 and FY 2012 -13. 5 G V e a ei. s f*w-f Ks►iC� . �'Y3.o! a Ua.#r.'L�.�¢er.y �•_Fk'"li""�� •L✓c+rs at.L -u9� c:, 2v!=. GY2eK ua�,(s.rf.oF ? �� Z h y , �'�. Iki� c.: �n..e 4r,.a,..y.� °� le aa.P %.�.asa•co ar..of uv'r:� 3 PROGRAM BUDGET Use Whole Dollars Onlv og 77c017 ?04,77? toroa•a Please explain Changes Greater than 15 ° between FY 2010 -11 and FY 2011 -12 and/or FY , 2011 -12 and FY 2012 -13. 46.�2 r z t-044ee s a l- . ar ea.., ear Please explain what expenses are included in the "Other" Category. N /i► FY 2010 -29N;— Current Operating Year FY 2011 -2t. Proposed Budget FY 2012 -2013 CDBG SHARE FY 2012 -13* Expense Salaries - 4,,8t7 Employee Benefits - 1,038 2 94TD 4r Employees Payroll Taxes 2 ozs !o -2 71 6� Profes. & Consultant Fees 315r,,� Supplies �6v0 Y6e Telephone & Fax - /,815 <{oa Postage & Shipping- z /!i 12.1 q� Occupancy & Utilities I Rental & Maint. of Equip. - /2-3 Poo Printing & Publishing %"- 4358 Z,4po 17cr Travel and Transportation 269 !,s /� zo -7/,o Conferences S,00» Specific Assist. To Individuals - - Membership Dues Awards & Gran ts Insurance Equipment Purchased - Misc. Expenses SoS / p-�C Leo Transfer to Other Funds Dues to National Organizations _ Over Expenses og 77c017 ?04,77? toroa•a Please explain Changes Greater than 15 ° between FY 2010 -11 and FY 2011 -12 and/or FY , 2011 -12 and FY 2012 -13. 46.�2 r z t-044ee s a l- . ar ea.., ear Please explain what expenses are included in the "Other" Category. N /i► F z w A o� NA a C) W � � 0 rl F a� wF H � a H az W W UA QWU OA W .y a � a W COD w 0 c v E m E c � E � Y 0 o m O C 3 d Fc�c # G V �C S 0 U U � �xz F O F tl # N C � p s O y E L �o�ow m m d [x. � c N V o .. � c � O a C � � 0 0 U d 4 d� F CL= # 0 a 2 c � 0 Z N ro z w A U A N U A t=d tU0 U W 3 m ¢ a z o w 0 c v E m E c � E � Y 0 o m O C 3 d Fc�c # G V �C S 0 F z w A N A � Q w aco� Q O Wa Q 5 wF a> wF FU aQ 0.Oi Gs. �z W W U� z O fa �w w0 a� Q .7 S Q d N_ E u E C u E � O T U •� O W 3� F �' b v�= F 0 m a N w C � �o�sw d � E d N C � O E k, y r W V_ O r-n r >oo > o =o �w o M ^\ m d pp a� J U 'c a 9 's oa z .N S b � > c A z O i a a L U U C _ Q t 0 0 � ° 3 «• o Y m ¢ a z a Q d N_ E u E C u E � O T U •� O W 3� F �' H N z H O A �A Q aw Q U� W 0 W ~ H Qw H Q w z w Ci WU fx W C. Ca Cw FO w d h_ E d y E U E _ O T O R cn O I d m a F O s Oox N C d � 3 s ,v_ 0 d v o d � d N 0 E E O u, eo V o 7 o 0 O N T 0. U �t v O O z Z O % a 7 � O p d� x U A a Y ° a z.. x V C G U_ W bA L pq O Y A ` CL A R O O iy 4. o a d h_ E d y E U E _ O T O R cn O I d m Proposalto City of Rosemead For Housing Discrimination Complaint and Fair Housing Outreach Services 2012 -2013 Submitted by: Housing Rights Center 520 S. Virgil Ave., Suite 400 Los Angeles, CA 90020 (213) 387 -8400 (800) 477 -5977 www.housingrightscenter.org January 10, 2012 CITY OF ROSEMEAD 8838 E. Valley Boulevard Rosemead, CA 91770 (626) 569 -2102 Apia ttnc ityo frosemead.o rg NON - PROFIT COMMUNITY SERVICE ORGANIZATION REQUEST FOR FUNDING FISCAL YEAR 2012 -2013 Legal Name of Organization: Southern California Housing Rights Center Tax ID #: 95- 2572642 DUNS # 944936798 Address: 520 S. Virgil Avenue, Suite 400 Los Angeles, CA 90020 Executive Director: Chancela AI- Mansour Contact Name: Chancela AI- Mansour Telephone: (213) 387 -8400 ext. 35 Fax: (213) 381-8555 Email: calmansourQhousingrightscenter .org Purpose of Organization: The Housing Rights Center's purpose is to promote equal opportunity in housing by affirmatively furthering fair housing. We do this by offering Citv of Rosemead residents services from our four key areas: (1) Discrimination Complaint Investigation, (2) Fair Housing Legal Services, (3) Landlord /Tenant Fair Housing Counseling, and (4) Education and Outreach. (See Exhibit 1, Proposal) Enter "X" by the appropriate designation: X Non - profit Organization _For- profit organization Enter "X" by all that apply: A faith -based organization An institution of higher education X _Not Applicable TOTAL UNDUPLICATED CLIENTS RECEIVED: (Please Complete Attached Backup — Performance Report) (Est.) ROSEMEAD 2010 -2011 FINANCIAL SUPPORT: 2011 -2012 FINANCIAL REQUEST FROM CITY OF ROSEMEAD: AGENCY TOTAL BUDGET FOR FISCAL YEAR 2011 -12: Page 1 of I 1 FY 09 -10 143 FY 10 -11 139 FY 10 -11 140 $18,000 $20.000 2.6M 1. State the Agency's mission, goals and major objectives. In addition, describe programs designed to meet goals and objectives. Attach any recent evaluations of programs or needs assessments. Mission Statement: The Housing Rights Center's mission is to actively support and promote fair housing through education and advocacy, to the end that all persons have the opportunity to secure the housing they desire and can afford, without discrimination based on their race, color, religion, gender, sexual orientation, national origin, familial status, marital status, disability, ancestry, age, source of income, or other characteristics protected by law. Goals: (1) HRC will assist a minimum of 140 Rosemead residents with housing discrimination and landlord /tenant concerns; (2) At least 10% of Rosemead clients will be assisted in languages other than English; and, (3) At least 85% of Rosemead residents who complete an evaluation about Rosemead housing rights workshop will rate the information provided as being useful. Objectives: To educate /inform as many Rosemead residents as possible about the fair housing laws. Programs designed to meet goals and objectives: 1. Documentation of Activities HRC's comprehensive intake database includes a reporting component that makes the production of statistics and other diagnostic data accurate and efficient. Statistical reports will include all demographic and complaint issue data, which will facilitate the analysis of trends and emerging needs. We also track all outreach activities in a database that allows us to track our activities by event type. 2. Documentation of Discrimination Complaints HRC will continue our practice of maintaining complete and organized case files. Our case files adhere to a strict format, which facilitates case management and review. Case files include all relevant documents and materials produced in the investigation and resolution of our cases. 2. Briefly explain any new programs or services to Rosemead residents during FY 2011 -2012. Are any planned for FY 2012 -2013? In 2010/11, HRC updated 3 of our fair housing brochures (Housing Rights Center brochure, What Is Fair Housing? brochure, Unlawful Detainer brochure) to include recent changes in the fair housing laws regarding familial status and sexual orientation. These updated brochures have been distributed throughout Rosemead. The new FY 2011 -12 will see an updated, more user - friendly HRC website, and HRC plans to produce several 30 minute local public access television programs called FAIR HOUSING FORUM. During the FY 2011 -12, HRC will be partnering with HUD, the Department of Fair Employment and Housing and Rio Hondo Community College to provide volunteer opportunities for the college's students (who reside in Rosemead and the neighboring communities) to promote fair housing opportunities. 3. How are clients referred to your agency? City Hall, HRC Website (wtivw.housingrightscenter.org), Phone Listing, Outreach Events, Community Organizations, Public Service Announcements and Press Releases, literature distribution, word -of- mouth. Page 2 of 11 4. List and explain any major changes in funding patterns or expenditures. There have not been any major changes in funding patterns or expenditures. 5. List major sources of funding and the amount (i.e. cities, county, state, federal, fundraising, etc.). YEAR FUNDING SOURCE AMOUNT RECEIVED 11/12 Alhambra $28,200 11/12 Baldwin Park $8,000 11/12 Carson $31,150 11/12 El Monte $18,000 11/12 Glendale $15,000 11/12 Glendora $19,000 11/12 HUD FHIP (2 ants) $324,938 plus $324,980 11/12 Hawthorne $40,800 11/12 Inglewood $57,300 11/12 Lancaster $26,626 11/12 Los Angeles City $770,000 11/12 Los Angeles County $225,000 11/12 Montebello $20,000 11/12 Monterey Park $20,000 11/12 Oxnard $29,000 11/12 Palmdale $27,448 11/12 Pasadena $50,400 11/12 Pico Rivera $20,000 11/12 Pomona $30,000 11/12 Redondo Beach $24,000 11 /12 Rosemead $18,000 I1 /12 Simi Valley $24,000 11/12 Ventura City $8,000 11 112 Ventura County $39,421 I1 /12 West Covina $15,000 11/12 Whittier $25,000 11/12 Attorney Fees /Registration from Training Seminars, etc. $305,849 6. What facilities in Rosemead are used to conduct services? HRC conducts Fair Housing and Housing Rights Workshops at the Garvey Community Center. 7. The proposed Community Service would be provided to: Mark each that apply X Low and Moderate - Income persons or households Abused Children X Handicapped Persons Illiterate Persons Battered Spouses X Homeless Persons Migrant Farm Workers X Elderly Persons Page 3 of I 1 S. How many Rosemead citizens do you project will benefit from your program /project: 140 9. Provide a specific example or case study of a client that exemplifies how program objectives were achieved during the past year: (Attach additional pages if necessary) HRC recently conciliated a case involving two Rosemead residents with multiple disabilities. The residents informed HRC that their unit lacks proper heating; the roof is leaking and the electricity cuts out when one of the residents uses her oxygen tank. The residents stated that the habitability issues in their unit are affecting their medical conditions. HRC contacted the management company and requested a reasonable accommodation on behalf of the residents; specifically to conduct the repairs needed in their unit based on their disabilities. The agent stated that they will contact the property owner immediately. One day later, the agent informed HRC that the heater was repaired. The agent also stated that the problem with the electricity was that the resident was using space heaters and now that the main heater was repaired, there should no longer be a problem with the electricity cutting out. A few days later, HRC contacted the management company to inquire about the status of the roof repair. The agent stated that they would send the workers to the residents' unit to fix the roof. The residents confirmed that the roof was repaired, the heater was working and the electricity was no longer cutting out when the resident uses her oxygen tank. 10. Has your organization conducted the proposed activity before? Yes X_ No 11. Describe your organization's experience with CDBG. The Housing Rights Center has over 25 years of experience working with CDBG grants to provide fair housing services to local cities and counties. These cities and counties conduct annual programmatic and financial reviews. HRC has always received excellent reviews. 12. Do you charge any fees to your clients? If so, what is the fee structure? HRC provides its wide array of programs and services to its clients free of charge Page 4 of 11 A d W W x w O F U C rl 0 N o W N [� W. d ? U d U Ls. a O W x O Q W x W U z d a 0 w CC W a F Lz: z w �o F U a Lz 0 x d 0 c u pz 7 0 cns H c E O U a�. O F 7 O s F w 0 Ln to ro .o 0 s F N N U N � z j O S N (O GO s 07 Q a F CN Cl) 0 co V N O O O C 3 0 c T N X c C W co (O N (O co U O £O v 3 .E > a e C 3 _ 0 a) �o fi c E c U 3> c O r O- N N 0 U N O y ,m U U U > C 00 _ O ¢ N N (O Cl) �Q cc NO a QW N V O O U a 2 00 m U G O A z ° N = N V (3) N O L CL c U F c'n ° Y 0 c u pz 7 0 cns H c E O U a�. O F 7 O s F w 0 Ln to ro A a W W O x H U O N O W � H N [� �l Q U w x O w F x o^� I� x w U z a z 0 x W Qa F w W z W F U W x a w O x a 7 C' O _O O r h N CC G_ O U O H 30 Y r F u 0 b �n R a b moo N � � [y Y o F a Cl) M O co n O N 1 W F 3 0 c Y c T p y o o y (O N ❑O m 00 d [l� d e U E = cU — v Y F y C U 3 c �. G N N N M v "- - 0 a� E c M N N — c - 0 0 U N a E e o N N v " o a 4 c O M � O O F N ro U A a y M M U C O 'd z � co co O O O 4l � Sz 3w O u F- L A = 3 m ¢�¢`ozo4� 7 C' O _O O r h N CC G_ O U O H 30 Y r F u 0 b �n R a O d W W °a W O L� L 1 W F d H � W .ti F O .w N N Q �^ W J d U w O w z O 0. W W U d O w W a z W p7 h U Q w O ai d R 7 C O O L q c E U ca 0 F t 7 U L F W O co U O O = 0 N U U � =F o �O F 3 0 T y U O 4 = U o.`_° E m �n M o o 0 oco y� oo �� - (1) E o = N U O .? d= co m U O > 3 N 00 N [Y b O - 0 d 0 E_ _.. A O O M N N U C O O - U N � N � N O L N > =mss - N N V o Q mQ F m N O F U C N a = V V U E (D N N M 0) S � sz 3w o a U y N y O d ❑ 'OC G y j 'O C F Zr c 3 m a Qo7 R 7 C O O L q c E U ca 0 F t 7 U L F W O co PROGRAM BUDGET Use Whole Dollars Only Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and /or 2011 -12 and FY 2012 -13. HRC will reduce out -of -town employee trainings & seminars, associated travel expenses as well as implement some cost - cutting measures on some overhead (supplies, professional and consultant fees) expenses. Please explain what expenses are included in the "Other" Category. HRC's sub - recipients for our contracts with the City of Los Angeles & Los Angeles County. Page 8 of 11 FY 2010 -2011 Current Operating Year 2011/2012 Proposed Budget FY 2012 -2013 CDBG SHARE FY 2012 -13* Expense Salaries 1,267,270 1,363,005 1,390,000 1.98 Employee Benefits 102,461 154,365 156,000 1.06 Employees Payroll Taxes 112,423 115,190 109,500 -4.94 Profes. & Consultant Fees 10,300 18,000 13,500 -25.00 Supplies 28,048 20,025 24,500 22.35 Telephone & Fax 18,094 19,410 20,000 3.04 Postage & Shipping 10,907 13,050 12,000 -8.05 Occupancy & Utilities 136,797 144,369 135,000 -6.49 Rental & Maint. of E ui . 47,926 45,459 40,500 -10.91 Printing & Publishing Travel and Transportation 18,240 28,846 20,000 -30.67 Conferences 11,041 6,000 3,500 -41.67 Specific Assist. To Individuals Membership Dues Awards & Grants Insurance 16,288 15,250 15,000 -1.64 Equipment Purchased Misc. Expenses 95,936 179,985 170,900 -5.05 Transfer to Other Funds Dues to National Organizations Other Expenses** 461,965 443,117 444,600 0.33 2,337,696 2,566,071 2,555,000 Surplus (or Deficit) of Total Support & Revenue 13,500 Over Expenses 1 130,308 20,959 Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and /or 2011 -12 and FY 2012 -13. HRC will reduce out -of -town employee trainings & seminars, associated travel expenses as well as implement some cost - cutting measures on some overhead (supplies, professional and consultant fees) expenses. Please explain what expenses are included in the "Other" Category. HRC's sub - recipients for our contracts with the City of Los Angeles & Los Angeles County. Page 8 of 11 PROGRAM REVENUE Use Whole Dollars Only Please Explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and /or FY 2011 -12 and FY 2012 -13. FY 2010 -11 and FY 2011 -12, 15.30% increase was largely due to the additional HUD FHIP contract. Page 9 of 11 FY 2010 -2011 Current Operating Year FY 2011 -2012 Proposed for FY 2012 -2013 Public Support Contributions Foundation & Private Grants Fundraising/special Events 12,465 17,000 18,000 Legacies and Bequests Other Federated Org. United Way Misc. Organizations Other Subtotal 12,465 17,000 18,000 Government Federal State Local 1,926,421 2,029,706 2,125,500 Subtotal 1,926,421 2,029,706 2,125,500 Other Revenue Membership Dues Program Services Fees Investment Income Transfer From Other Fund All Other Revenue 268,502 498,406 425,000 Subtotal 268,502 498,406 425,000 TOTAL REVENUE 2,207,388 2,545,112 2,568,500 Please Explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and /or FY 2011 -12 and FY 2012 -13. FY 2010 -11 and FY 2011 -12, 15.30% increase was largely due to the additional HUD FHIP contract. Page 9 of 11 I HAVE BEEN AUTHORIZED TO SUBMIT REQUEST FOR FUNDING K2zdl�� Signature Name Executive Director Title calm ansour (Z�housingrightscenter.org Email Address (213) 387 -8400 ext. 35 Phone Number Housing Rights Center Organization January 10 , 2012 Date Page 10 of 11 Exhibit 1 2012 -2013 Fair Housing Services Proposal EXHIBIT 1 2012 -2013 Fair Housing Services Proposal Part I Qualifications and Experience A. Mission Statement and Organizational History The Housing Rights Center (HRC) is Southern California's largest non - profit civil rights organization dedicated to securing the right to equal access in housing. HRC's mission is to actively support and promote fair housing to the end that all persons have the opportunity to secure the housing they desire and can afford, without discrimination based on their race, color, religion, gender, sexual orientation, national origin, familial status, marital status, disability, ancestry, age, source of income, or other characteristics protected by law. Following the currents of rigorous social reform, the Housing Rights Center was founded in 1968, the same year Congress passed the Fair Housing Act. The Fair Housing Act committed all governments, federal, state, and local, to the goals of equal access in housing. HRC has addressed the challenges of housing discrimination without interruption since that time, and continues to expand and diversify its services and programs to meet the growing needs and ever changing issue of fair housing. HRC has mobilized a highly effective and diverse staff reflective of the communities we serve. We have the capacity to provide fair housing services in eight languages: English, Armenian, Cantonese, Korean, Mandarin, Russian, Spanish and American Sign Language. B. Type of Client Complaints Handled HRC investigates housing discrimination complaints brought under both State and Federal fair housing laws. From January 1, 2011 to December 31, 2011, HRC received 1,632 housing discrimination inquiries. We opened and thoroughly investigated 480 housing discrimination cases. (Figure 1) 1 Housing Discrimination Complaints - 2011 Source of Income Sexual Orientation. � <1% Ag e .1% ial Origin 4% Gender _2% _Marital Status it 1% Housing Rights Center Page 1 of 6 January 10, 2012 HRC found sufficient evidence of discrimination to warrant enforcement activity in 61% of the 480 cases. Part II Proarams and Services A. Housing Discrimination Complaint Services The Housing Rights Center's Investigations Department conducts thorough and efficient investigations with the goal of achieving the most favorable results available for our clients. 1. Inquiries In order to screen our calls for fair housing issues, HRC's Counselors are trained to ask basic questions that are likely to reveal potential discrimination without prompting the caller to prematurely identify discrimination as the cause. When the Counselor suspects discrimination may be a factor in the caller's problem, the Counselor will complete the Discrimination Inquiry components of the intake database, in which HRC obtains contact and site information, as well as demographic information about the client. The Counseling Director then refers the inquiry to the Director of Investigations ("DOI' , who will review the basic allegation and assign the inquiry to one of several Case Analysts ('CA's. The CAs conduct a more thorough phone interview with the client who has alleged discriminatory practices. If the CA determines there is cause to suspect discrimination has occurred or is occurring, he or she will schedule an intake interview with the client. 2. Housing Discrimination Complaints a. Discrimination Case Intake HRC's intake form gives us a comprehensive picture of the rental scenario and is the first step toward launching an investigation. The intake form includes all contact information for the client, demographic data, and tenancy information. Key information about the complaint address is also gathered, including the names and addresses of the owner, management company, and on -site manager, whether the building is rent controlled or stabilized, the number of vacancies in the building (useful for testing), and how units at the complaint address are advertised for rental or sale. Finally, the intake form requires that the client provide a signed narrative of his or her experience, which describes the alleged discriminatory practice or practices in context and in chronological order. Upon completion of the intake, a case number is assigned and the CA and DOI meet again to discuss case investigation strategy. b. Case Investigation HRC uses five (5) principal methods when investigating complaints of housing discrimination. While paired testing and surveying are the most common, all methods can be an important part of gathering evidence and each is used as appropriate. L Testing: Every effort is made to initiate testing in cases where it is appropriate as soon as possible after intake. Typically, this is within 2 or 3 days of the initial complaint. A concerted effort is made to test immediately in complaints by a prospective renter of a refusal to rent. HRC has designed standardized report forms to elicit information gathered during tests. The forms require testers to provide a comprehensive narrative of their experience in addition to detailed specific information. The Case Analyst then compares and analyzes the reports. ii. Surveys: When testing of the kind described above is not possible or appropriate, for example, because there are no vacancies or because the allegation is by an in -place tenant complaining of harassment, HRC will often conduct surveys of other Housing Rights Center Page 2 of 6 January 10, 2012 tenants at the complaint address. This is often the case where the apartment building has only a small number of units and tenant turnover is minimal. We seek comprehensive information from those surveyed about their tenancy, as well as their general impressions about the conditions at the complaint address, with specific attention to the issues raised in the complaint. When other tenants of the same protected class as the client report similar treatment, surveys provide strong evidence of a pattern or practice of discrimination and become invaluable in conciliation efforts and /or settlement negotiations. iii. On -site Visits: On -site visits by HRC staff can be an important investigative tool when the physical conditions of the rental premises are at issue. This is often the case in an investigation of alleged disability discrimination. Physical evidence, such as photographs and diagrams, will verify the lack of an accommodation, such as a ramp, and the feasibility of installation. iv. Witness Statements: Clients frequently have witnesses who can verify elements of their allegation. We interview the witness and document the information they provide in signed and dated declarations. As with surveys, this sort of corroborating evidence is important in subsequent efforts to resolve the housing issue. V. Document requests and review: When building a case, HRC seeks to maintain a complete file of the tenant and landlord's interaction. We will obtain rental agreements, advertisements, notices, and any correspondence that has been exchanged. HRC also conducts respondent property searches. This helps us determine whether there are other testing options, which can assist in establishing a pattern and practice of discrimination. C. Findings Once HRC has concluded our investigation, we make a determination about the strength of the evidence that corroborates the client's allegation of discrimination, assigning the case one of three possible findings. The strongest finding, "Sustains Allegation" (SA), is given to those cases for which we have obtained sufficient evidence to pursue diligent advocacy and /or legal remedies for the client. When the evidence HRC has obtained partially supports the allegation, or is otherwise inadequate for us to take further steps, we designate a finding of "Inconclusive Evidence" (IE) of discrimination. When our investigation reveals that the complaint lacked merit as a fair housing violation, HRC makes a finding of "No Evidence of Discrimination" (NED). d. Resolution of Compliant If our investigation finds evidence supporting the allegation of discrimination, HRC works with the client to achieve his or her goal. At the intake interview, the CA will have explained the available options to the client and determined the client's goals. This fundamental question drives the investigation, and results in our office pursuing one of the following actions: L Conciliation This is often HRC's first step in trying to resolve the problem. When conciliating a complaint, we act as advocates for the client. Typically, HRC contacts the respondent by letter and details the basis of the allegation, the results of our investigation, the applicable law, and a proposed solution. If the client's goal is to secure the housing at issue, this will be our first priority. These "complaint letters" give the respondent an early opportunity to avert further action. It also serves to put the respondent on notice that HRC has and will continue to intervene on the client's behalf. Occasionally, a respondent is unaware that a violation of fair housing law has occurred and is willing to make a good faith effort to correct the problem.. HRC obtains that assurance in writing and continues to monitor the situation. When the client feels that the issue is resolved, the case is closed as "Successfully Conciliated" (SC). Housing Rights Center Page 3 of 6 January 10, 2012 There are times, however, when a respondent, is unwilling to consider conciliation. As before, HRC presents the client with his remaining options. If there is strong evidence of discrimination, we encourage the client to consider legal remedies. ii. Referral to an Attorney and Continued Investigation When HRC has gathered evidence sustaining an allegation of discrimination, and the respondent has been unwilling to conciliate the matter or.the client's stated goal is litigation, we pursue the appropriate legal remedies. HRC's Legal Department is able to represent clients in federal and state fair housing litigation. When the alleged discrimination practice implicates housing policy or gives HRC an opportunity -to highlight an issue of particular importance, HRC will join as a plaintiff. B. Enforcement and Legal Services HRC will maintain a legal department staffed with three attorneys licensed to practice law in state and federal courts, as well as a legal assistant to support the department with its filing and case management needs. The legal department will provide the following services: a. Legal Representation: The department will provide legal representation to clients and to HRC when evidence exists to support a meritorious claim of housing discrimination. b. Investigation support: The department will provide case analysis of discrimination complaints and guidance in investigation strategy for HRC's Investigation Department staff as needed. C. Staff Training: The department will conduct periodic training of investigation and counseling staff members on fair housing, and other housing law issues of note. d. Management Training: The department will conduct management certification trainings for housing industry professionals. C. General Housing and Tenant /Landlord Referrals HRC provides telephone and in- person counseling to both tenants and landlords regarding their respective rights and responsibilities under California law and local city ordinances. For example, staff members commonly cite specific civil codes that pertain to the client's matter and /or provide sample letters that discuss a particular issue. Tenant /landlord counseling not only facilitates housing- rights education of residents, but also serves to empower them in their efforts to achieve fair housing for themselves and in their communities. In HRC's database, we refer to these calls as "resolved" since we have provided the caller with the information required to resolve the issue on their own. When HRC Counselors determine that a particular client's matter is outside the scope of our agency's services, we provide appropriate referral information. Using referral books compiled by HRC, staff members provide clients with agency names, phone numbers, and addresses in that client's locality. These referral lists are updated regularly to verify that the services continue to be provided. These agencies include, but are not limited to local housing authorities, health and building & safety departments, and other social service providers. D. Fair Housing Outreach Services HRC will implement a citywide fair housing Outreach Program that will create greater public awareness of fair housing throughout the City of Rosemead and address specific needs of the protected classes listed in federal, state, and local fair housing laws. HRC will increase the opportunities for media exposure while also focusing resources on targeted outreach regarding specific issues. Housing Rights Center Page 4 of 6 January 10, 2012 1. Housing Rights Workshops HRC will host two Housing Rights Workshops in Rosemead. The housing rights workshops include a comprehensive fair housing presentation, a discussion about common forms of housing discrimination and a question and answer session. At these presentations, we will distribute agency literature to which participants can refer when specific issues arise. 2. Development and Distribution of Materials HRC staff will develop and distribute materials in the City that describe how housing injustices arise, the applicable laws that protect against housing discrimination and ways to prevent housing inequity. Our materials and programs will be offered to a variety of audiences such as housing professionals (e.g., landlords, property managers, and realtors), tenants, prospective homebuyers, city employees, and other non - profit organizations. Depending on the audience, the written materials will be translated by HRC staff and volunteers into Armenian, Cantonese, Mandarin, Russian, or Spanish. Materials will be distributed during neighborhood visits and mailings throughout the City ensuring that all residents have access to fair housing information and services. 3. Fair Housing Presentations HRC will provide fair housing presentations in Rosemead at sites throughout the City and in collaboration with local programs and services. Our programs will be offered to a variety of audiences such as housing professionals (e.g., landlords, property managers, and realtors), tenants, prospective homebuyers, city employees, and other non - profit organizations. Depending on the audience, the presentations can be conducted by HRC staff in Armenian, Cantonese, Mandarin, Russian, or Spanish. The fair housing presentations entail an overview of fair housing laws, a discussion about common forms of housing discrimination and a question and answer session. HRC increases its effectiveness at these events by soliciting feedback through evaluations that ask about fair housing issues addressed, presentation format, and materials provided. 4. Property Management and Landlord Training HRC also holds Fair Housing Certification (Training seminars for housing industry professionals at our main office in Los Angeles. These seminars provide a detailed analysis of fair housing law and interpretation, with specific information on discrimination against families with children, people with disabilities, sexual harassment, hate crimes, and advertising. I S. Booths HRC will staff booths at community festivals, apartment owners' association annual events, college events and other events as they occur: We have developed eye- catching poster boards and banners that have proven helpful in drawl ', g attendees to our booths. 6. Media i HRC will use all media tools available to publicize fair housing and HRC's services. HRC will contact local media outlets and request that they publish or air public service announcements CPSA's') about fair housing laws and IHRC's services. 7. Special Events HRC will conduct our annual Housing Rights Summit in April 2012 that will bring together fair housing groups, social service providers, community members, and government entities to address fair housing and other related issues, such as immigration, community development and affordable housing. Persons not directly involved in fair housing will bring a Housing Rights Center Page 5 of 6 January 10, 2012 fresh perspective to ways of addressing fair housing impediments and gain a new understanding of connections between fair housing and other issues. HRC will also present its annual Disability Rights Seminar in the Fall of 2012, aimed at raising awareness and addressing issues surrounding housing rights for people with disabilities. 8.. Collaborative Efforts HRC will continue to actively participate in collaborative efforts with over a dozen social service and community service organizations in Rosemead - -- such as, the Asian Pacific Family Center, Garvey School District, Rosemead Adult Center, Rosemead .Community Center, Rosemead Library, and United Taiwanese Foundation. Housing Rights Center Page 6 of 6 January 10, 2012 Request for Proposal CDBG Grant-2012-2013 City of Rosemead Table of Contents Non - Profit Community Service Organizations Application p.1 -9 11. Attachment A- Program Overview p.2a Ill. Attachment 8- Client Case Study p.3a IV. Attachment C- Fiscal information and explanations p. 8a CITY OF ROSEMEAD 8838 E. Valley Boulevard Rosemead, CA 91770 (626) 569 -2102 ppiatt@cityofrosemead.org NON - PROFIT COMMUNITY SERVICE ORGANIZATION REQUEST FOR FUNDING FISCAL YEAR 2012 -2013 Legal Name of Organization: Mentally and Educationally Retarded Citizens, Inc Tax ID #: 95- 2219917 DUNS #: Address: 525 N Chandler Avenue Monterey Park CA 91754 Executive Director. Marta R. Escanuelas, MBA Contact Name: Marta R. Escanuelas, MBA Telephone: Fax: 626- 289 -8817 Email: martaescl(i,)verizon.net ormarta@merci.org Purpose of Organization:It is the purpose of the organ zado�ovide xoficien_ cy tra n np n life skills, m epen Pent n ,pre- vocanonall andd sodas s, m epen ent vin pre- vocational and social skills in the hone that then accomplish this in our day pro ram and residential services. We serve the most severe to profound adults with developmental d sabilities. Men many of our clients are challenge b additional maladies that include parap egta,qua np egia,cere ra palsy, l—psy, menta t ess, ness, an earmg mipauments. Manv of our clients may never achieve total independence but it is our numose to maintain their current skill set and build upon their foundation to continue to grow Enter "X" by the appropriate designation: X Non -profit organization For- profit organization Enter " V by all that apply: _ A faith-based organization An institution of higher education Not Applicable TOTAL UNDUPLICATED ROSEMEAD CLIENT'S: FY 09 -10 7 (Please Complete Attached Backup — Performance Report) FY 10 -11 9 (Est.) FY 11 -12 8 ROSEMEAD FY 2011 -2012 FINANCIAL SUPPORT: 0 FY 2012 -2013 FINANCIAL REQUEST FROM CITY OF ROSEMEAD: 5000. AGENCY TOTAL BUDGET FOR FISCAL YEAR 2012 -2013: 1.712262. 1. State the Agency's mission, goals and major objectives. In addition, describe programs designed to meet goals and objectives. Attach any recent evaluations of programs or needs assessments. Missions Statement: It is the mission of MERCI to provide people with severe to profound developmental disabilities the right to an education in life skills, the opportunity to maximize their independence and to advocate for their choices. Goals: To provide a professional staff that will provide skill training to the clients. To provide a learning environment that will stimulate the clients learning and provide new experiences to stimulate their bram to achieve growth. Objectives: MERCI operates 5 programs to accomplish the goals and objectives provided to the clients. Please see attachment for the overview of programs. Programs designed to meet goals and objects: SEE ATTACHMENT A 2. Briefly explain any new programs or services to Rosemead residents during FY 2011 - 2012. Are any planned for FY 2012 -2013? MERCI will be expanding both its day program and residential programs in 2013. Currently, we are building a new 5000 square foot multipurpose room that will operate as a classroom for 40 -60 additional clients and a new residence that will be home to 6 adults that will have technologies that will accommodate their ambulatory status and their option to age in place. This will be their home until they die or decide they no longer have the desire to live there. We will also have a new 2 -story office building with a shared courtyard between the home that will used for social gatherings and fund- raisers. Due to proximate location to the home a privacy fence will be installed. This project began in 2006 with a HONE grant and Set -aside Redevelopment funds from the city of Monterey Park ,however the project began in 2011. 3. How are clients referred to your agency? Clients are referred to us via the Regional Center system which is part of the state of California Department of Developmental Services. The Lanterman Act of 1969 guarantees people with developmental disabilities life -long services and the regional center acts as the organization that diagnoses, establishes the Individual Program Plan ( along with input with the client and families and refers clients to appropriate programs with funding. Due to MERCI's longevity, quality of programs and excellent reputation in the community we often have waiting lists. We serve clients from 22 cities in Los Angeles County. 4. List and explain any major changes in funding patterns or expenditures MERCI receives its primary funding from reimbursement for "fee for services" for attendance. In the past we have received both monetary donations from the community; however due to the economic downturn of 2008, monetary donations have decreased. In 2009, the state of California reduced all vendors by an across the board cut of 3 %; an additional 1.25% was added in 2010. These cuts have translated into a loss of over 100k per fiscal year. Coupled by fewer donations, fewer foundations granting funds, we have responded by many internal administrative cutbacks. We had no choice but to begin the new construction in 2011 or we risked losing the 827k HOME funds. The majority of expenditures on our financials are due to the new construction. Attachment A MERCI Program Overview Adult Development Center (ADC) MERCI currently operates a day program for adults aged 22 -59 in the severe to profound range of mental retardation. The program emphasizes community involvement and living skills education. Each day (Monday through Friday from 9 AM to 3 PM), 40 adults participate in this program at our Monterey Park site. The curriculum focuses on teaching independent living skills, socialization and recreational skills as well as vocational skills. The level of instruction is tailored to the specific needs of the consumer, each of whom is assessed on a quarterly basis. Our staff to consumer ratio is 1:4. Consumers live off -site with their families or careproviders. Extended Services Program (ESP) MERCI offers an extended care program for adults with developmental disabilities who attend school or day programs and need additional care in the morning (7 -9 AM) or afternoon (1 -6 PM). The program currently serves 26 consumers and focuses on social skill development using recreational activities such as basketball, crafts, gardening and community outings. Day Training Activity Center (DTAC) MERCI currently operates a day training activity center program for adults aged 22 -59 in the severe to profound range of mental retardation. The program emphasizes community involvement and independent living skills. Each day (Monday though Friday, 9 AM to 3 PM), 16 adults participate in the program at our Monterey Park site. The curriculum focuses on teaching independent living skills, socialization and recreational skills and vocational skills. Our staff to consumer ratio is 1:8. Consumers live off -site with their families or careproviders. DISCOVERY DISCOVERY is a community -based program that provides services to developmentally disabled adults with medically fragile conditions through individually structured and medically supervised support. MERCI provides 1:1 care and instruction to individuals in their own home. DISCOVERY consumers have a variety of medical needs including g -tube feeding, tracheotomy care, quadriplegia, severe diabetes as well as developmental disabilities. DISCOVERY currently serves 31 adults. Ernie's Place Ernie's Place is a group home for up to 6 adults with developmental disabilities. Rotating shifts of professional staff provide 24 hour care with a 1:3 ratio of staff to residents. MERCI provides the supervision and support necessary for each resident to live as independently as possible. Opportunities for decision - making, self- advocacy and personal empowerment are integral to the philosophy of Ernie's Place. Individuals are given their own bedrooms and share common living areas in a beautifully decorated 5,000 square foot home. 5. List major sources of funding and the amount (i.e. cities, county, state, federal, fundraising, etc.) DDS - Regional Center- 1,566507. Fundraising- 14,400. Rents - 67,362. CDBG -city of Monterey Park- 10,000. Contributions- 107,500. Investment Income -6036. total for FY 2010 -2011- 1,771,805. 6. What facilities in Rosemead are used to conduct services? Currently, Rosemead residents receive services in Monterey Park. We do not use any facilities in Rosemead. 7. The proposed Community Service would be provided to: Mark each that apply x Low and Moderate - Income persons or households Abused Children x Handicapped Persons Illiterate Persons Battered Spouses Homeless Persons Migrant Farm Workers Elderly Persons 8. How many Rosemead citizens do you project will benefit from your program/project: 8 -9 Provide a specific example or case study of a client that exemplifies how program objectives were achieved during the past year: (Attach additional page if necessary) See Attachment B 10. Has your organization conducted the proposed activity before? Yes Z No 11. Describe your organization's experience with CDBG We have been receiving CDBG funds since 1992 from the ci of Montere Park for ro am services, workshops for family members and in -semce training for sta f. We receive 1 O per year. 12. Do you charge any fees to your clients? If so, what is the fee structure? No fees are charged to the clients. All of all clients are considered extremell, low income 3 Attachment B- Client Case Study A.R. is a resident of Rosemead and has been a client of MERCI for many years. He is 62 years of age and is diagnosed with Borderline Intellectual Functioning, Cerebral Palsy and Spastic Quadriplegia. He has no use of his hands but has adapted with substituting his feet as his "hands ". He also has an electronic communication device attached to his wheelchair that utilizes short phases to aid in his communication. Over the past year A.R. has made incredible improvements in grocery shopping. He began with staff's hand over hand assistance and is now able to go shopping for groceries with verbal prompts. A.R. also went from requiring full assistance to apply lotion to his face, to needing no more than modeling prompts to apply his own lotion using his foot. In his pre - vocational skills he went from staff's hand over hand assistance to place envelopes inside his peer's backpacks, to now requiring just a hint that envelopes are being sent home for him to grab them with his foot and place them in the correct bags to go home. A.R. has also enjoyed being able to go from playing Bingo with staff's hand over hand assistance to now only needing a model of the correct placement on his card for him to place his own chips on the proper place. A.R. has been encouraged to go beyond the call and assists his instructor with drying all the dishes, looking after the classroom plants and even encouraging his peers to redirect disruptive behavior. With all the growth and greater independence he has achieved A.R.'s attendance has greatly improved. He enjoys greater independence and a more fulfilled life because of the services MERCI provides. A.R. demonstrates the type of progress a client can achieve with the training of professional staff, patience and perseverance. z o _ NI w � Q Wa U� a5 FU Qtr F a �z C4 �T" W� ow H d fi e c E e O R W G ne O O y � - G IAN 'ly N x a ;O I� w� w ° 3 s ° w e eo , i w w V 0 7 o i 0 ��000 z x a o o M 0 U a � m0 a� a x U C a z M y c z C y-' •� 1 d A 4 W H d fi e c E e O R W G ne O O y � - G � �) _& \d ƒ� �7 � k§ \� �\ e kk u� 2k \� �o �q § E EX §; §} §� }/ $§ kn I ¥ / a� §�■\4 � 2ae,§ 2)�[° ( 2!k 2aj()I� \- � (�§ ©E ^ z x -= g C §/ � �( : I i § . � r /\ \ \ � { a EX §; §} §� }/ $§ kn F N �r4 N A O Is Na dA O WO W N aH W z w w P4 u QI Q A 1� w r� VI 0 6 C O' d m E m fIi ° e E � o U •� �w a L W F s 0 b Ewa vi M O F W c CD 3 � _e O 1�0Q 00 E N 03aO_ Y C � A V O _ d h C > � O O O a OE 7 E, a� G p i o � 0 U d m'0 M ; dF CL a I J C. H M i C � � I b m U c W •� U b l o a tom+ U N N a o a z 0 0 6 C O' d m E m fIi ° e E � o U •� �w a L W F s 0 MEMO • 1 tc_U : JI Use Whole Dollars Onlv LOSS Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and/or FY 2011 -12 and FY 2012 -13. See Attachment C *= DISCOVERY TRANSPORTATION COSTS THAT ARE REIMBUSABLE FEE FOR SERVICE * *= RECRUITMENT AND TRAING CQS7;'S Please explain what expenses are inclu ed to the "Other" Category. See Attachment C FY 2010 -2011 Current Operating Year FY 2011 -2012 Proposed Budget FY 2012 -2013 CDBG SHARE FY 2012 -13* Expense Salaries 1196321. 1271446. 1272000. Employee Benefits 54400. 57600. 58000. Employees Payroll Taxes 90689. 97266. 97300. Profes. & Consultant Fees 34462. 20020. 20000. Supplies 46680. 37000. 37000. Telephone & Fax 6900. 7800. 7800. Postage & Shi pping+OFFICEI 9000. 11400. 11500. Occupancy & Utilities 62644. 29800. 30000. Rental & Maint. of Equip. 12840. 13200. 13500. Printing & Publishing 0 0 0 Travel and Transportation * 13380. 16500. 17000. Conferences +DUES 2520. 4740. 4800. Speci w,Assist. -To IndividualsDERECIATION 30000. 27000. 27000. Abe DuesINTEREST 23550. 11190. 300. Avuar'ds- &- C3rants ** 3600. 3600. 3600. Insurance 70259. 113308. 105000. Equipment Purchased 0 0 0 Misc. Ex ensesTAN +LICENS 13248. 10200. 7000. Transfer to Other Funds 0 0 0 Dues to National Organizations 0 0 0 Over EX enseSNET PROFIT 1013112. 0 462. LOSS Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and/or FY 2011 -12 and FY 2012 -13. See Attachment C *= DISCOVERY TRANSPORTATION COSTS THAT ARE REIMBUSABLE FEE FOR SERVICE * *= RECRUITMENT AND TRAING CQS7;'S Please explain what expenses are inclu ed to the "Other" Category. See Attachment C PROGRAM REVENUE Use Whole Dollars Only Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and /or FY 2011 -12 and FY 2012 -13. See Attachment C FY 2010 -2011 Current Operating Year FY 2011 -2012 Proposed for FY 2012 -2013 Public Support Contributions 107500 6600. 7000. Foundation & Private Grants 0 112989. 78000.. Fundraising/ special Events 14400. 9000. 9000. Legacies and Bequests 0 0 0 Other Federated Org. 0 0 0 United Way 0 0 0 Misc.Organizations 0 0 0 Other 0 .0 . 0 i Subtotal 121900. 128589. 94,000. Government FederalCDBG MP 10000. 10000. 2500. State 0 0 0 Local 0 0 0 Subtotal 10000. 10000. 2500. Other Revenue Membership Dues 0 0 0 Program Services Fees 1566507. 1558519. 1600000. Investment Income 6036. 6000. 6900. Transfer From Other Fund 0 0 0 All Other Revenue -RENTS 67362. 28962. 9762. Subtotal 1639905. 1593481. 1615762. TOTAL REVENUE 1771805.. 1732070. 17127262. Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and /or FY 2011 -12 and FY 2012 -13. See Attachment C a W � Q 1�ry w � Q d b � Q a o U o .p U W d U � 3 7 � q y p � ?C � N C .5 ,o..S .5❑ v m w O O \° •� U ei v 'O y q to m •O a� •O. N �• p m •R. 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Date Reviewed by Rosemead Staff: Approved or Declined: Date Notification Letter Sent to Applicant: 0 R CITY OF ROSEMEAD 8838 E. Valley Boulevard Rosemead, CA 91770 (626) 569 -2102 ppiatt@cityofrosemead.org NON - PROFIT COMMUNITY SERVICE ORGANIZATION. REQUEST FOR FUNDING FISCAL YEAR 2012 -2013 � 10 ryA /C =pPIL �D �2, L� D Legal Name of Organizzation:W// C; 5/ 4.10 CAN Ili JAI i� Y C-h 14 Y[Jt 60 L4 nG L ) i I C> Tax ID#: 9 " /&- DUNS #: c3&/7�6';Uen Address: Executivt Contact Telephone: Email: W6.44 L)C-C — Purpose of Organization: L; L Enter "X" by the appropriate designation: Nl Non- profit organization _ For - profit organization Enter "X" by all that apply: A faith -based organization An institution of higher education Not Applicable TOTAL UNDUPLICATED ROSEMEAD CLIENTS: FY 09 -10 (Please Complete Attached Backup — Performance Report) FY 10 -11 (Est.) FY 11 -12 ROSEMEAD FY 2011-2012 FINANCIAL SUPPORT: FY 2012 -2013 FINANCIAL REQUEST FROM CITY OF ROSEMEAD: AGENCY TOTAL BUDGET FOR FISCAL YEAR 2012 -2013: ld �D T 1. State the Agency's mission, goals and major objectives. In addition. describe programs designed to meet goals and objectives. Attach any recent evaluations of programs or needs assessments. Missions Statement: Goals: Objectives: II Programs designed to meet goals and objects: D 2. Briefly explain any new Qro rums or services to Rosemead residents during FY 2011 - 2012. Are any planned for FY 2012 -2013? //D 3. How are clients referred to your agency? 4. List and explain any major changes in funding patterns or expenditures /Vp '00 ft eA e, hxl -�aes 1) 5. List major sources of funding and the amount (i.e. cities, county, state, federal, fundraising, etc.) 6. What facilities in Rosemead are used to conduct services? 7. The proposed Community Service would be provided to: Mark each that apply �i Low and Moderate - Income persons or households V Abused Children Handicapped Persons V Illiterate Persons —�� Battered Spouses �I Homeless Persons �— Migrant Farm Workers �— Elderly Persons 8. How many Rosemead citizens do you project will benefit from your program /project: -7 Provide a specific example or case study of a client that exemplifies how program objectives were achieved during the past year: (Attach additional page if necessary) 10. Has your organization conducted the proposed activity before? Yes V No 12 11. Describe your organization's experience with CDBG Do you charee anv fees to your clients? If so, what is the fee structure? 0 3 i 30 _a rn w C w w 'C Q n � O y 3 _ n C m w — � Q z a w n' ac� o`D d j N A r 0 O C o- �.�� x� � �� b ^Z -Fys M Q Q c 0 m 00 = A N 3 3 Q n < rZ TCF CN O F � \ (Cki \ C > r c w m 1 Q a m a 7�7 r7 a Oh oil� v na an hn zA a� �n Or O� h � o C-7 0 a `O N d O � O v n z ..3 N 3 3 y y S S � s s ^ ^ O ^ c S c S r m m > > a a � H w m m 11 = = z w � � xz 7�7 r7 a Oh oil� v na an hn zA a� �n Or O� h � o C-7 0 a `O N d O � O v n z ..3 !a }\ $[ \\ � � R c \ � / \ \ � � q� n f\ � \\ K] 2 §) eo �} ±5 £® }\ )r \\ k( \\ \4 = § E o C y \7 /\ / ® { \/} ) � I cF 2 ! � ( \ \ � � q� n f\ � \\ K] 2 §) eo �} ±5 £® }\ )r \\ k( \\ \4 = § 3 j �] S I � 30 a� d c m m �• n n 3 0 y 3 c N n w c c Z > > Q f3 0 ° 'o � w <o O O w a po' PG m c m � n' x n a Q � � 0 > d N > fD r 0 0 C p � 3� a FFM o < 0 c d 3 a 0 r a £ ° n H m 3 >d e _moo. 0 3 o m m N £ m N d r C 7 a �'q -G y ° v� h a hz r'' 7 a h � N ° oa h C-7 �y N n •- N � N z U PROGRAM BUDGET Please explain Changes Greater than 15 %between FY 2010-11 and FY 2011 -12 and/or FY 2011 -12 and FY 2012 -13. Please explain what expenses are included in the "Other' Category. 7 PROGRAM REVENUE TT.o Whnln T)nlinm Only Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and /or FY 2011 -12 and FY 2012 -13. FY 2010 -2011 Current Operating Year FY 2011 -2012 Proposed for FY 2012 -2013 Public Support Contributions Z Foundation & Private Grants Fundraising/ special Events aQ� %� Q2) J f Legacies and Bequests Other Federated Org. United Way Misc. Organizations Other % 44 PF 0B�y Subtotal % / 7 70f) Y'7 %Da Government Federal C (� i3 C� '�, % y� V 31!�G State Local Subtotal °J diV/ r J�'yiJJ Other Revenue Membership Dues Program Services Fees Investment Income Transfer From Other Fund All Other Revenue Subtotal TOTAL REVENUE _ Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and /or FY 2011 -12 and FY 2012 -13. I HAVE BEEN AUTHORIZED TO SUBMIT REQUEST FOR FUNDING Sign Aure Name a Title Email Address Phone Number ,;P, ° Organdation J< . DO NOT COMPLETE THIS SECTION — FOR CITY USE ONLY Date Application Received: Date Reviewed by Rosemead Staff: Approved or Declined: Date Notification Letter Sent to Applicant: CITY OF ROSEMEAD PRIVATE OR NON - PROFIT COMMUNITY SERVICE ORGANIZATION REQUEST FOR FUNDING - FISCAL YEAR 2012 -2013 Purpose of Organization: People For People is a non - profit food program. We began operations on March 1, 1984 and since then we have served the unemployed, Cal works mothers and fathers, low- income families, the elderly, homeless families and individuals. We serve the cities of Alhambra, San Gabriel, Rosemead, Temple City, Monterey Park, Arcadia and all the unincorporated county areas within our service boundaries. Our purpose is to help people on a monthly basis providing food, clothing, job opportunities and moral support. 1. State the Agency's mission, goals and major objectives. In addition, describe programs designed to meet goals and objectives. Attach any recent evaluations of programs or needs assessments. A Mission Statement "The organization seeks to promote those forms of interdenominational cooperative effort as will be for mutual benefit of the Christian cause and Christian values in our community including; the assistance of food, clothing, counseling, and referral to educational opportunities for the needy in the communities of the participating churches." B Goals & (C) Objectives The object of our program is to continue to serve qualified people with supplemental food, clothing, including counseling on a one to one basis according to their needs. We also provide job search and follow up to clients who need employment. The homeless are given food, clothing, hygiene kits, and blankets on a needed basis. We provide home delivery to the elderly and disabled individuals, in the city of Rosemead. 'J a 7 n .1 `L m 3 A m' C 3 n C Q' n n s e e n 7' (' 'c r. m v A ac� 0 n O Y N m 0 a e� U✓ n -- Q o•_° w s o c o— w n w � o 0 O w r O A A 0 F a � 0 F o' 0 0 s N w s n Q^ � o �w 0 3 0 = Er m 3 J pe w n o n_ � H G J "y V1 °o n n � S _ .< N DJ J G\ A O O a o 3 n 7 3= i — _' G ....... .. ... .... . ... H a 7 n .1 `L m 3 A m' C 3 n C Q' n n s e e n 7' (' 'c r. m v A ac� 0 n O Y N m 0 a e� U✓ CITY OF ROSEMEAD GRANT CONT. 3. How are clients referred to your agency? By local churches, The Los Angeles County 211 service, the Los Angeles Regional food bank, word of mouth, local chambers, schools and by other organizations, in our service area and beyond our service area. S. List major sources of funding and the amount (i.e. cities, county, state, federal, fundraising. Etc.) Churches & Individuals $ 60,000.00 Fundraisers $ 15,200.00 CDBG Grant $ 27,345.00 Our food donations come from churches, local markets, food drives during the holidays and from the Postal Workers Food Drive the second Saturday in May each year. This food drive fills our pantry each year. In 2011 we collected 97 ton of canned and dry foods. 8. (a) Provide a specific example of case study of a client that exemplifies how the program objectives were achieved during the past year: Our home delivery has been successful. We provide food and fellowship to 35 Rosemead residents on a monthly basis. These residents have no transportation to come to our location for help. The holiday season brought much joy to our seniors and our other clients. Each family was given a large box of food, with choice of a turkey or chickens, plus toys for the children. These generous gifts of toys and food came from the City of Rosemead, El Monte Rotary Club and the citizens of Rosemead. CITY OF ROSEMEAD GRANT CONT. 11. Describe your organization's experience with CDBG People For People has had a successful and harmonious relationship with the City of Rosemead for many years. We were so pleased to become a recipient of the CDBG Grant in 2000 -01 which has continued to the present time. We have learned many ways to improve our ability to serve the people of our communities. We have upgraded our methods of record keeping, fiscal responsibilities, working with State, Federal and City employees, community service workers and our faithful volunteers. We are so grateful for the opportunity the Grant has provided for our clients, plus the association, with the HUD representatives. F CITY OF ROSEMEAD 8838 E. Valley Boulevard Rosemead, CA 91770 (626) 569 -2102 ppiaft@cityofrosemead.org NON - PROFIT COMMUNITY SERVICE ORGANIZATION REQUEST FOR FUNDING FISCAL YEAR 2012 -2013 Legal Name of Organization: �A S Tax ID #: DUNS #: Address: 0 0,- E . n SS:o Sk i CZ�S� M er.� i C.-6, 01 \-I 7,3 Executii Contact Telephone: (I idZ 1 U-6'a - Fax: ( G,2(- ) Z28 U - Email: \sa.ac z•..�a�..s z. CC- Purpose of Organization: Enter "X" by the appropriate designation: \ Non - profit organization For - profit organization Enter "X" by all that apply: A faith -based organization An institution of higher education Not Applicable TOTAL UNDUPLICATED ROSEMEAD CLIENTS: FY 09 -10 (Please Complete Attached Backup — Performance Report) FY 10 -11 (Est.) FY 11 -12 ROSEMEAD FY 2011 -2012 FINANCIAL SUPPORT: FY 2012 -2013 FINANCIAL REQUEST FROM CITY OF ROSEMEAD: AGENCY TOTAL BUDGET FOR FISCAL YEAR 2012 -2013: 1 \O 000,. 00 1. State the Agency's mission, goals and major objectives. In addition, describe programs designed to meet goals and objectives. Attach any recent evaluations of programs or needs assessments. Missions Statement: Goals: Objectives: t7,) / Programs designed to meet goals and objects: 2. Briefly explain any new programs or planned for FY 2012 -2013? 3. How are clients referred to your agency? to Rose 4.- List and explain any major changes in funding patterns or expenditures 2 FY 2011 - 2012. Are any 5. List major sources of funding and the amount (i.e. cities, county, state, federal, fundraising, etc.) 6. What facilities in Rosemead are used to conduct services? 7. The proposed Community Service would be provided to: Mark each that apply Low and Moderate - Income persons or households Abused Children Handicapped Persons Illiterate Persons ;-yz Battered Spouses ) Homeless Persons r/�/ Y Migrant Farm Workers I Elderly Persons �! from your program /project: 8. How many Rosemead citizens do you project Provide a specific example or case study of lient that exemplifies how program objectives were achieved during the past year: (Attach addi onal page if necessary) 10. Has your organization conduted the proposed activity before? Yes No 11. Describe your organization's experience with CDBG 12. Do you charge any fees to your clients? If so, what is the fee structure? Purpose of Organization: To provide the students of Rosemead High School a globally diverse education to be successful in our current democratic society. Mission Statement: The purpose of Rosemead High School Guidance Department is to enable all students to acquire the skills needed to live productively and creatively in a diverse society. We will develop self- esteem and power students to take positive control of their own lives. We will foster an appreciation of individuals of all cultures and beliefs. We will encourage life -long intellectual curiosity and sensitivity to the arts. We will promote physical well -being and self - discipline in a safe environment. We intend to produce educated, responsible citizens who will become contributing members of our democratic society. Goals: Rosemead High School Guidance Department has provided students with related services to assist them with skills in the social domain. Related services include and not limited to classroom guidance, guidance in planning students' programs, peer facilitation, and individual and group counseling. In order for students to maintain their academic standing facilitate their educational process; related services assist students in developing life skills necessary to become a productive citizen. Objectives: Rosemead High School student will be: A) Academic Achievers who: Demonstrate achievement in their academics. Q b. Exhibit the ability to use appropriate learning skills in various situations. B) Complex Thinkers who: a. Use the appropriate learning skills to achieve academically. b. Access and interpret information. C) Effective Communicators who: a. Read, listen, speak and respond actively and critically. b. Exhibit the ability to transfer ideas in both written and oral forms. D) Responsible Citizens who: a. Aware of their role in society. b. Demonstrate respect and tolerance of cultural, sexual, physical and religious diversity. c. Participate in the community. E) Healthy Individuals who: a. Exhibit knowledge of high -risk activities that affect their health and how to avoid them. Programs designed to meet goals and objectives: The Rosemead High School Guidance Department seeks assistance in providing related services to our students in need of counseling, planning and guidance. The intervention counselor, for whom we are seeking funding, works with over 80 students each year. She counsels students, attends to the students having breakdowns or emotional episodes, and otherwise provides services to help students cope with and recover with daily life situations. The Guidance Department would be able to offer services to enhance our program at the school site. New Programs and Services: The related services provided for the students will remain the same, however, due to additional problems occasioned by monetary shortage, we anticipate an increase for related services. Student Referrals: The Guidance Department refers students experiencing crisis to a qualified interventions specialist. She will provide short -term (1 -3) intervention related services, family outreach, referrals for long -term related services to other community agencies. She will also provide a proactive approach in developing life skills for our students pertinent to daily issues. Major Chafes in Funding: There are no anticipated changes in either funding patterns or expenditures. Maior Sources of Funding: None for the specific program Facilities Used: Rosemead High School Community Service Provided to: Low and Moderate Income persons or households. Rosemead Citizens being provided this Service: 80+ students. The specialized counselor has provided continuous service to a student with Autism Student comes from a home of a single parent. He is being taught on how to cope with stressful daily situations from social to academic domains. Joan Elvidge, the specialized counselor models, demonstrates and communicates with the student to develop life skills necessary to survive daily life. The student lacks communicative skills to speak to his peers, as well handle stressful dilemmas requiring problem - solving techniques. The student has made tremendous improvements over the past year. Proposal Activity: Yes The program has received funding for the academic years of 2005 -2006, 2007 -2008, 2009 -2010, and 2010 -2011. Fees: The students are not charged for this service. Date: Stude ROSEMEAD HIGH SCHOOL GUIDANCE OFFICE REFERRAL FORM FOR Joan Elvidge (Last) (First) Student ID #: Grade: 9th (English) Gender: M F (Circle) 10th —11th 1 2th English capability: Good Fair Little Not Know Guardian's Reason(s) for referral: Relationship: *(Please turn to back page; check the appropriate descriptions about this student) Referring Staff Member: Teacher /Counselor Board Report # November 2, 2011 EL MONTE UNION HIGH SCHOOL DISTRICT (Action - Discussion) BOARD REPORT # TITLE: CONSIDER APPROVAL OF INDEPENDENT CONTRACTOR AGREEMENT BETWEEN THE EMUHSD AND JOAN ELVIDGE FOR INDIVIDUAL AND GROUP CONSELING AT ROSEMEAD HIGH SCHOOL SUMMARY: Joan Elvidge will provide individual and group counseling sessions to students in areas related to drug, tobacco, self - esteem and family problems. The counseling sessions will be held once a week at Rosemead High School beginning September 30, 2011 through June 8, 2012. Fees for Ms. Elvidge's services will be paid at the rate of $65.00 per hour. The total cost of the contract is not to exceed $10,000.00. Fees will be paid from the Rosemead Community Development Block Grant funds, thus alleviating any cost of the general fund. RECOMMENDATION: The district administrative staff recommends approval of The independent contractor agreement with Joan Elvidge. CONTACT PERSON: Joel Kyne, Assistant Superintendent Educational Services Ryan Di Giulio, Assistant Superintendent Business Larry Cecil, Principal Rosemead High School EL MONTE UNION HIGH SCHOOL DISTRICT CONTRACT AGREEMENT School or Office: EL MONTE UNION HIGH SCHOOL DISTRICT THIS AGREEMENT is entered into this 30th day of September 2011, between NAME: Joan Elvidge SOCIAL SECURITY #/TAX I.D.# 568-40 -0027 ADDRESS: 659 N. Glendora Avenue TELEPHONE NO. (626) 963 -6399 CITY, STATE, ZIP: Glendora, CA 91741 hereinafter referred to as the Contractor, and the EL MONTE UNION HIGH SCHOOL DISTRICT OF LOS ANGELES COUNTY, hereinafter referred to as the District. WITNESSETH WHEREAS the District is authorized by Government Code Section 53060 to contract with and employ an independent contractor specially trained to perform special services required; and WHEREAS the Contractor is specially trained and experienced and competent to perform the special services pursuant to this agreement: The parties hereto contract and agree as follows: PERIOD OF AGREEMENT shall be from September 30, 2011 to June 8, 2012. The Agreement shall be subject to cancellation by either party on 30 days written notice to the other party.. 2. DUTIES OF CONTRACTOR shall be: To provide individual counseling sessions to students at Rosemead High School in areas related to drug, tobacco, self - esteem and family problems. PAYMENT BY THE DISTRICT: The District shall pay the Contractor at the rate of $ 65.00 per hour, not to exceed a total of $10,000.00 OTHER PAYMENTS: Payment to the Contractor shall be as follows: TOTAL COMPENSATION UNDER THIS CONTRACT NOT TO EXCEED $ 10,000.00 The Contractor shall submit an invoice to the authorized representative, upon completion of the services, certifying that he /she has personally performed the services required. The Contractor shall assume all expenses, including, but not limited to, travel expenses incurred by him /her in performance under this contract, unless authorized in #3 above. 4. LIABILITY: The District shall not be liable to the Contractor for personal injury or property damage sustained by the Contractor in the performance of this contract whether caused by the District, its employees or pupils, or by any third persons. 5. CONTRACTOR NOT OFFICER, EMPLOYEE OR AGENT OF DISTRICT: While engaged in performance of this contract, the Contractor is an independent contractor and is not an officer, employee or agent of the District. WITNESS the parties hereto the day and year first above written. w EL MONTE UNION HIGH SCHOOL DISTRICT ContractZ-4- ore 3537 Johnson Avenue V El Monte, California 91731 1)/_0 (,� ' 14 7 Print Name Title By: Board Action Date: Ryan Di Giulio —Asst. Superintendent -- Business E 0 N U O O 7 ^ V Q � O U O z w � Q L O y N r A L E Z 0 0. v o �+ O C C L 00 E c e Y 0. 0 0 E o a d Vi e v o � o u O o. o i 0 0 0 N O O y N O m O �• O a ^ � O z d o+ = T e �o a O o a 9 N °o 0. r e ^ 0 0 U °o m o o � F yi E ° O a o 6 � �t y � o = o p O E `A a K F r d p K z F 0 0 v ° 0 O" d d e � U a W Q y CO O > a Z O r Q O O N_ O N O N V3 ❑] �7 O yN 7 F �OeLX o � O U N � O u a` ^ 9 F U N C C C U C A N O o O N � N C4F) C b O dl •� IT1 d O q u R V � N u iLl /y �W 7 ^ V Q � O U O z w � Q L O y N r A L E Z 0 0. v o �+ O C C L 00 E c e Y 0. 0 0 E o a d Vi e v o � o u O o. o i 0 0 0 N O O y N O m O �• O a ^ � O z d o+ = T e �o a O o a 9 N °o 0. r e ^ 0 0 U °o m o o � F yi E ° O a o 6 � �t y � o = o p O E `A a K F r d p K z F 0 0 v ° 0 O" d d e � U a W 0 0 o° o` ez O F o° 0 y F 0 y W 0 F 00 S a L-' y O 00 w is 0 F a _ y N w w O z O Q w G a. • � T u � � E � a L`E� L A E z L V _ w 0. F 0 w L O �Ny W V C z 7 o = Gi C n ro N N N O O O O O O N N N N U N 0 0 0 O O O U U C E E 'u 12 C U z Y T L V O O u - � m u t E 3 � z � C V U 6 � U a` � o 3 ° z 4 > o > W 0 Q N W w iy 6 n � V V; U G 4 Q 0 0 a c c z w O Q U LI c" z O L m a v U O Q U w 4 0 Z Q y CO > a Z O Q O O N_ O N O N V3 ❑] �7 O yN 7 F �OeLX O a •c 6i F. 0 0 w 0 Q z Q O u a` ^ 0 0 o° o` ez O F o° 0 y F 0 y W 0 F 00 S a L-' y O 00 w is 0 F a _ y N w w O z O Q w G a. • � T u � � E � a L`E� L A E z L V _ w 0. F 0 w L O �Ny W V C z 7 o = Gi C n ro N N N O O O O O O N N N N U N 0 0 0 O O O U U C E E 'u 12 C U z Y T L V O O u - � m u t E 3 � z � C V U 6 � U a` � o 3 ° z 4 > o > W 0 Q N W w iy 6 n � V V; U G 4 Q 0 0 a c c z w O Q U LI c" z O L m a v U O Q U w 4 0 Z H z ca O N o W o�. N a � Q, F Cyi � wv a� WWF CG W z UW Up zH � U OA O a � d m 0 c u N_ „ E �• U E O >• U tC R +� m O �+ w � Fi o 0 x n N 4A m L 3 s yvo �; } \ _) §$ /2 )� W\ qe /k // 2& (� 2\ §7 }/ \</ � 0 /\ k 2 §§ §) \{ §\ \k /\ kn \ � k! ? )> § E �2 \\ & % 2= CD =0!§{ 2l !d m j/ ■R » � E\ R ] 2 \ � ! � )} � s \ _ \ \ | \ 7 \ \ \ \ \ / ) 3 ± §§ §) \{ §\ \k /\ kn \ \2 jk )$ /) \ j/ co Pz \4 b/ \4 §/ \( [ o� §\ {� /o §\ k.k » z §j j\ }( () _ \ f � zj) \ � \ � \§ @\ ]\`[ § )!( \\ 3 §4 -© ��!() !d �) y \ � § ){ _ \ { 2 { \ \ \ ) 3 S §j j\ }( () _ PROGRAM BUDGET Use Whole Dollars Only Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and/or FY 701 1 -17 and FV')01') -1 Z Please explain what expenses are included in the "Other" Category. FY 2010 -2011 Current Operating Year FY 2011 -2012 Proposed Budget FY2012 -2013 CDBG SHARE FY 2012 -13* Expense Salaries Employee Benefits Employees Payroll Taxes Profes. & Consultant Fees Supplies Telephone & Fax Postage & Shipping Occupancy & Utilities Rental & Maint. of Equip. Printing & Publishing Travel and Transportation Conferences Specific Assist. To Individuals Membership Dues Awards & Grants Insurance Equipment Purchased Misc. Expenses Transfer to Other Funds Dues to National Organizations Over Expenses . Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and/or FY 701 1 -17 and FV')01') -1 Z Please explain what expenses are included in the "Other" Category. PROGRAM REVENUE Use Whole Dollars Only Please explain Changes Cater than 15% between FY 2010 -11 and FY 2011 -12 and/or FY 2011 -12 and FY 2012 -13. FY 2010 -2011 Current Operating Year FY 2011 -2012 Proposed for FY 2012 -2013 Public Support Contributions - Foundation & Private Grants Fundraising/ special Events Legacies and Bequests Other Federated Org. United Way Misc. Organizations Other Subtotal Government Federal State Local Subtotal Other Revenue Membership Dues Program Services Fees Investment Income Transfer From Other Fund All Other Revenue Subtotal TOTAL REVENUE Please explain Changes Cater than 15% between FY 2010 -11 and FY 2011 -12 and/or FY 2011 -12 and FY 2012 -13. I HAVE BEEN AUTHORIZED TO SUBMIT REQUEST FOR FUNDING 11 Z � _Z::z1 �-z Si nature Name Title Email Address PPhone Number Organization Date DO NOT COMPLETE THIS SECTION — FOR CITY USE ONLY Date Application Received: Date Reviewed by Rosemead Staff: Approved or Declined: Date Notification Letter Sent to Applicant: W CITY OF ROSEMEAD 8838 E. Valley Boulevard Rosemead, CA 91770 (626) 569 -2102 ppiatt@cityofrosemead.org NON - PROFIT COMMUNITY SERVICE ORGANIZATION REQUEST FOR FUNDING FISCAL YEAR 2012 -2013 Legal Name of Organization: Rosemead School District Tax ID #: 95- 6002586 DUNS #: 084691989 Address: 3907 Rosemead Blvd. Rosemead, CA 91770 Executive Director: Dr. Amy Enomoto- Perez, Superintendent Contact Name: Mr. John Lovato, Director of Educational Services Telephone: (626) 312 -2900, Ext. 233 Fax: (626) 312 -3814 Email: ilovato(arosemead.k12.ca.us Purpose of Organization: The Rosemead School District provides a challenging academic learning environment which encourages lifelong learning. In partnership with parents and community, our mission is to nurture the intellectual, aesthetic, physical, emotional and ethical growth of each child to be prepared for new horizons. Enter "X" by the appropriate designation: X Non - profit organization For - profit organization Enter "X" by all that apply: A faith -based organization An institution of higher education X Not Applicable TOTAL UNDUPLICATED CLIENTS RECEIVED: FY 09 -10 140 (Please Complete Attached Backup — Performance Report) FY 10 -11 163 (Est.) FY 11 -12 163 ROSEMEAD 2011 -2012 FINANCIAL SUPPORT: $7,000 2012 -2013 FINANCIAL REQUEST FROM CITY OF ROSEMEAD: $7,000 AGENCY TOTAL BUDGET FOR FISCAL YEAR 2012 -2013: $23,279,673 1. State the Agency's mission, goals and major objectives. In addition, describe programs designed to meet goals and objectives. Attach any recent evaluations of programs or needs assessments. Missions Statement: Rosemead School District provides a challenging academic learning environment that encourages lifelong learning. In partnership with parents and community, our mission is to nurture the intellect, aesthetic, physical and emotional growth of each child in preparation for new horizons. Goals: Increase parent participation in classes provided during the various parenting classes. Reduce bullying and suspensions by 10% as indicated in the California Healthy Kids Survey and school site documentation. Also, to provide support to parents that will assist them in supporting their underperforming students so that the District can close the achievement gap between significant subgroups as measured by the California Standards Test. Objectives: Provide parents with tools to help their child increase student achievement and help parents development effective parenting strategies. . Programs designed to meet goals and objects: Various parenting classes are provided for all parents of the five school sites, the District -wide. 2. Briefly explain any new programs or services to Rosemead residents during FY 2010-2011. Are any planned for FY 2011 -2012? We will continue to provide parenting classes on the 7 Habits for Successful Families and Conflict Resolution strategies, and continue focusing on closing the achievement gap with our Hispanic subgroup parents. We will continue to educate parents on understanding the assessment system used by the state, how to interpret their child's results, and how to improve academic performance. 3. How are clients referred to your agency? The parents of all pre k -e grade students are notified in English, Spanish, Vietnamese and Chinese about the events via our community liaisons, flyers, and our District -wide phone message system. Parents are also referred to parent programs during Student Study Teams and parent conferences. Principals will identify non proficient students and recommend the parents of these students to the parenting classes. 4. List and explain any major changes in funding patterns or expenditures No changes to funding are projected. 5. List major sources of funding and the amount (i.e. cities, county, state, federal, fundraising, etc.) Title I Funding - $500.00 6. What facilities in Rosemead are used to conduct services? 4 elementary and 1 middle school sites 7. The proposed Community Service would be provided to: Mark each that apply X Low and Moderate - Income persons or households Abused Children Handicapped Persons X Illiterate Persons Battered Spouses X Homeless Persons X Migrant Farm Workers Elderly Persons 8. How many Rosemead citizens do you project will benefit from your program /project: 163 Provide a specific example or case study of a client that exemplifies how program objectives were achieved during the past year: (Attach additional page if necessary) Last year, the District dealt with a case in which a I" grade female student was bullied and harassed by an older male student. The female student received counseling at school as a result of the bullying, and parents attended our classes in order for them to help their daughter cope with the incident. The parents attended all 8 parenting sessions. The parents reported that the classes taught them strategies that they used to help their daughter avoid being a target of bullying in the future and to also help their daughter express her concern related to the incident. 10. Has your organization conducted the proposed activity before? Yes X No 11. Describe your organization's experience with CDBG In 1996, the District was awarded CDBG funds to provide training in Conflict Resolution to the City of Rosemead Park and Recreation leaders, as well as, families in the community. The funding has been renewed through 2012. 12. Total number served in prior years funded by the city of Rosemead To date, 1,952 clients have been served through the Conflict Resolution Classes and Peace Fair Classes. PERFORMANCE REPORT FOR FISCAL YEAR 2009 -2010 SUMMARY OF DIRECT BENEFIT ACTIVITIES TO ROSEMEAD RESIDENTS El Please count number of unduplicated persons Not Hispanic *SUB - Extremely Very Low Low Above Low *SUB- Female Head Hispanic TOTAL Low Income Income Income TOTAL of Household Income 50% of 80% of 81% or 30% of MFI MFI higher of MFI MFI White 72 72 43 16 11 2 72 19 Black Asian or Pacific Islander 68 68 32 15 15 6 68 17 American Indian or Alaskan Native Native Hawaiian/ Other Pacific Islander Unknown/Other TOTAL t140 69 72 141 8 26 31 75 36 El PERFORMANCE REPORT FOR FISCAL YEAR 2010 -2011 SUMMARY OF DIRECT BENEFIT ACTIVITIES TO.ROSEMEAD RESIDENTS Please count number of unduplicated persons Not Hispanic *SUB- Extremely Very Low Low Above Low *SUB- Female Head Hispanic TOTAL Low Income Income Income TOTAL of Household Income 50% of 80% of 81% or 30% of MFI MFI higher of MFI MFI White 78 78 44 20 10 4 78 29 Black Asian or Pacific Islander 85 85 50 20 5 10 85 17 American Indian or Alaskan Native Native Hawaiian/ Other Pacific Islander Unknown /Other TOTAL 85 78 163 94 40 15 14 163 46 ESTIMATED PERFORMANCE REPORT FOR FISCAL YEAR 2011 -2012 SUMMARY OF DIRECT BENEFIT ACTIVITIES TO ROSEMEAD RESIDENTS 0 Please count number of unduplicated persons Not Hispanic *SUB- I Extremely Very Low Low Above Low *SUB- Female Head Hispanic TOTAL Low Income Income Income TOTAL of Household Income 50% of 80% of 81% or 30% of MFI MFI higher of MFI MFI White 78 78 44 20 10 4 78 29 Black Asian or Pacific Islander 85 85 50 20 5 10 85 17 American Indian or Alaskan Native Native Hawaiian/ Other Pacific Islander Unknown/Other TOTAL 85 78 163 94 40 15 14 163 46 0 13. Proposed Program Budget — FY 2011 -2012 (Public Service Requests Only) 7 CDBG SHARE OTHER SOURCES Personnel $700.00 $ Equipment $ $ Supplies $ $ 500.00 Consultant Services $ $ Space Rent & Utilities $ $ Audits $ $ Other $ $ Total Costs $7,000.00 1$500.00 7 PROGRAM BUDGET Use Whole Dollars Only ' Percent Change Between Items in Columns B and C. Please explain Changes Greater than 15% between columns B and C (C -B) /B. The previous year's restricted ending balance and deferred revenue carried over to the current year increased the expenditures. "Explain What is Included in the "Other" Category. A B C D FY 2010 -2011 Current Operating Year FY 2011 -2012 Proposed Budget FY 2012 -2013 Percentage Change 2011/12 vs 2012113 Expense Salaries 15,220,343 14,943,797 14,949,544 0.04% Employee Benefits 4,117,223 4,177,862 3,958,852 -5.24% Employees Payroll Taxes 461,567 464,396 519,406 11.85% Profes. & Consultant Fees 1,135,245 1,460,909 1,357,599 -7.07% Supplies 113-09-1,779 1,573,936 952,631 - 39.47% Telephone & Fax 76,230 61,460 65,144 5.99% Postage & ShippinQ 12,741 17,700 18,196 2.80% Occupancy & Utilities 499,098 549,745 565,136 2.80% Rental & Maint. Of Equip 284,834 241,812 183,252 - 24.22% Printing & Publishing 12,001 22,700 25,350 11.67% Travel and Transportation 348,661 299 937 210,727 -29.74% Conferences 56,661 108,980 103,145 -5.35% Specific Assist. To Individuals MDIV /01 Membership Dues 16,253 17,245 17,728 2.80% Awards & Grants NDIV /0! Insurance 123,677 125,000 128,500 2.80% Equipment Purchased 15,330 0 0 #DIV /01 Misc. Expenses 305,096 366,176 56,185 - 84.66% Transfer to Other Funds 371,868 334,816 168,276 - 49.74% Dues to National Organizations 0 NDIV /0! Others " 0 0 0 NDIV /0! TOTAL OPERATING BUDGET EXPENDES 24,366,607 24766470 23,279,673 -6.00% Surplus (or Deficit) of Total SUDDort & Revenue 462,731 ) (1,535,3731 738.137 Over Expenses 1,535,373 ' Percent Change Between Items in Columns B and C. Please explain Changes Greater than 15% between columns B and C (C -B) /B. The previous year's restricted ending balance and deferred revenue carried over to the current year increased the expenditures. "Explain What is Included in the "Other" Category. PROGRAM BUDGET Use Whole Dollars Only Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and /or FY 2011.12 and FY2012 -13. A B C D FY 2010 -2011 Current Operating Year FY 2011 -2012 Proposed Budget FY 2012 -2013 Percentage Change 2011/12 vs 2012/13 Public Support Contributions NDIV /0! Foundation 8 Private Grants NDIV /0! Fundraising/ special Events NDIV/01 Legacies and Bequests :' NDIV/0! Other Federated Oro. NDIV/0! United Way NDIV /O! Misc. Organizations MV/0! Other 5,152 23,452 0 - 100.00% Subtotal 5,152 23.452 0• - 100.00% Government Federal 3,608,259 2,806,072 2,781,591 -0.87% State 20,131,196 19,776583 20,006,933 1.16% Local 159,269 104,990 74.286 . 29,24% Subtotal 23,898,724 22,687,645 22,862,810 0.77% Other Revenue Membership Dues NDIV /0! Program Services Fees NDIV /01 Investment Income NDIV /0! Transfer From Other Fund 520,000 1,155 000 122.12% All Other Revenue NDIV /01 Subtotal 0 520,000 1,155,000 122.12% TOTAL REVENUE 23,903,876 23,231,097 24,017,810 3.39% Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and /or FY 2011.12 and FY2012 -13. I HAVE BEEN AUTHORIZED TO SUBMIT REQUEST FOR FUNDING U%ijL$� Signature Name/ V Title (aZb- 312'Zgoo x Z34 Phone Number 16a,v," Sc4%bbl D6 -iricf Organization llll 117, Date DO NOT COMPLETE THIS SECTION -FOR CITY USE ONLY Date Application Received: Date Reviewed by Rosemead Staff: Approved or Declined: Date Notification Letter Sent to Applicant: 10 CITY OF ROSEMEAD 8838 E. Vafley Boulevard Rosemead, CA 91770 (626) 569 -2102 ppiatt@cityofrosemead.org NON - PROFIT COMMUNITY SERVICE ORGANIZATION REQUEST FOR FUNDING FISCAL YEAR 2012 -2013 Legal Name of Organization: Intercommunity Child Guidance Center DBA The Whole Child Tax ID #: DUNS #: 040357428 Address: 10155 Colima Road, Whittier, CA 90602 Contact Name: Charlene Dimas - Peinado Telephone: (562)692 -0383 Fax: (562)692 -0380 Email: cdimasAthewholechild.info Purpose of Organization: The Whole Child is one of the region's premier nonprofit agencies focused on children and their families. Founded in 1957, we've been committed to helping children experiencing developmental, psychological, behavioral, social and family problems – and the families who are essential to their success. Our mission is to give children and their families the skills, support and security they need to build emotionally healthy lives and become caring, responsible adults. We meet this mission not only by providing comprehensive mental health services. but by ensurine that children and families have a stable, safe place to live through our housing services Enter "X" by the appropriate designation: X Non - profit organization For - profit organization Enter "X" by all that apply: A faith -based organization X Not Applicable TOTAL UNDUPLICATED ROSEMEAD CLIENTS: (Please Complete Attached Backup – Performance Report) (Est.) ROSEMEAD FY 2011 -2012 FINANCIAL SUPPORT: An institution of higher education FY 09 -10 FY 10 -11 FY 11 -12 0 1 3 $5 00— FY 2012 -2013 FINANCIAL REQUEST FROM CITY OF ROSEMEAD: $8,000 AGENCY TOTAL BUDGET FOR FISCAL YEAR 2012 -2013: $7,191,930 2 State the Agency's mission, goals and major objectives. In addition, describe programs designed to meet goals and objectives. Attach any recent evaluations of programs or needs assessments. The Whole Child is one of the region's premier nonprofit agencies focused on children and their families. Founded in 1957, we believe that when children thrive in the context of their families, they are more successful in their homes, schools and the community. For more than 50 years, we've been committed to helping children experiencing developmental, psychological, behavioral, social and family problems — and the families who are essential to their success. We meet this mission not only by providing comprehensive mental health services, but by ensuring that children and families have a stable, safe place to live through our housing services. Through our work providing education, prevention, and treatment services to communities throughout Southeastern Los Angeles, we have seen that unstable housing jeopardizes children's ability to be successful in their families, schools and society. In response to this need, we acquired Rio Hondo Temporary Home on July 1, 2011 and repositioned housing services toward a community- based, scattered site model. Today, our Family Housing Program focuses on ending homelessness for families in Southeastern Los Angeles. The Whole Child provides both community -based housing to immediately end homelessness and stabilize the family — and the counseling, education, and social services to promote long -term success and permanency. Services provided across all agency programs include: individual, family and group psychotherapy, psychological testing; medication assessment and management; crisis intervention; family preservation services; and housing services for homeless families. Last year, over 9,000 children and their families benefited from one or more of these services. Mission Statement: Our mission is to give children and their families the skills, support and security they need to build emotionally healthy lives and become caring, responsible adults. Our commitment to children includes their parents, whom we empower to create nurturing families. Together, we enrich our community and our world. Goals: The purpose of our Family Housing Program is to find affordable, permanent housing for high -needs homeless families. We accomplish this by providing a range of housing, case management, mental health and other supportive services to stabilize families and place them in permanent, affordable housing. Objectives: The Family Housing Program focuses on the following objectives over the 6 -8 months of housing provided: 1. 65% percent of families participating in the Community Based "Scattered" Housing Model will obtain and remain in permanent housing within 6 -8 months. 2. 70% percent of families participating in the Community Based "Scattered" Housing Model will increase their job skills for employment placement and income stability. 3. 85% percent of families participating in the Community Based "Scattered" Housing Model will increase their skills in planning nutritional affordable meals for their families. 4. 70% percent of families participating in the Community Based "Scattered" Housing Model will achieve greater self - determination. 3 In total, 25 families — approximately 87 individuals— will be provided services per month through our Family Housing Program. Programs designed to meet goals and objects: We use a community- based, client- centered rapid re- housing model that reflects current best practices and is designed in direct response to the needs of our community. This model enables more effective family placement into the community and towards housing permanency. Our program uses several clusters of apartments as well as scattered apartments throughout Southeast Region of Los Angeles. Once a housing need has been identified, our case managers conduct an initial intake assessment and a bio- psycho - social evaluation of entering families. As needed, mental health and other supportive services for entering children and families are provided either onsite, at our primary facility in Whittier or in collaboration with a partnering agency. The family and the case manager then work together to develop a case plan that details the goals and activities needed to achieve more permanent housing, including income requirements, job training and education. To monitor progress, teach life skills and help plan for permanent housing, our case manager provide home visits to each family in the scattered site apartment at least twice weekly. Once families are placed in a unit, our Family Housing Program is designed to maximize family independence, minimize family disruption, and result in stronger, more viable housing permanency outcomes. Each family also develops a permanent housing plan that reflects their need for space, location near schools and social services and other community resources. Families are required to save 50% of their income for rental deposits or other costs associated with permanent housing. Families that are ready to make the transition will work with their case manager to search for housing in an appropriate neighborhood, fill out applications, negotiate with landlords and plan their move. 2. Briefly explain any new proerams or services to Rosemead residents during FY 2011 - 2012. Are any planned for FY 2012 -2013? Participation in nutrition and healthy meal planning. Participation in the IDEAL Plan — an evidenced based psychological practices and Neuroscience in a psych000cial model to promote behavioral change and overall wellness. The purpose of IDEAL is to teach participants how to take advantage of their brains inherent capabilities. This means instilling healthier belief systems and habits, which ultimately lead to healthier lifestyles and better quality of life ongoing. 3. How are clients referred to your agency? Self - referred 211 Social Service Agencies Faith Based Organizations Department of Public Social Services Local School Districts rd 4. List and explain any major changes in funding patterns or expenditures None to report. 5. List major sources of funding and the amount (i.e. cities, county, state, federal, fundraising, etc.) Government Grant Details Federal Grants County Grants HUD 165,207 HPRP 205,024 Total Federal Grants 370,231 EFSP Phase 29 15,000 Total County Grants 15,000 Local City Grants Cerritos 50,000 Whittier 50,000 Pico Rivera 42,000 Santa Fe Springs 35,000 Downey 14,613 Montebello 10,000 Norwalk 12,250 Rosemead 5,000 Total City Grants 218,863 Total Gov Grant Revenues 604,094 5 6. What facilities in Rosemead are used to conduct services? None 7. The proposed Community Service would be provided to: Mark each that apply X Low and Moderate - Income persons or households X Abused Children Handicapped Persons Illiterate Persons X Battered Spouses X Homeless Persons Migrant Farm Workers Elderly Persons 8. How many Rosemead citizens do you project will benefit from your program/project: 3 Provide a specific example or case study of a client that exemplifies how program objectives were achieved during the past year: (Attach additional page if necessary) Lisa, a recent client of ours, helps to illustrate both the severity of the problem in our community as well as the "whatever it takes" approach to our services. Lisa, 24, was physically abused by her step father and placed in foster care placement at the age of thirteen. As an adult, she became involved in an abusive relationship with her partner resulting in multiple hospitalizations. Placed in a domestic violence shelter with her twin eighteen month babies, she successfully completed the program. Unfortunately, Lisa was moving from homeless shelter to homeless shelter unable to find a stable environment for her children. She was referred to our Family Housing Program and has been placed in a studio apartment with her babies. She received intensive case management services to assist successful housing, mental health services to address her history of trauma and abuse and ensure a healthy attachment with her babies, as well as child care support. Today. Lisa is enrolled in a nursing program at Cerritos College and is thriving as a successful student and mother in the community. 10. Has your organization conducted the proposed activity before? Yes No X 11. Describe your organization's experience with CDBG The Whole Child has received CDBG funds from various cities (Whittier, Pico Rivera, Santa Fe Springs, and La Mirada) for over twenty years. Current cities providing CDBG funds for housing include: Whittier, Santa Fe Springs, Pico Rivera, Downey, Norwalk, Cerritos, Montebello and Rosemead. 12. Do you charge any fees to your clients? If so, what is the fee structure? 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Z Se cW x o 7 O U .-1 �O CL U R a � x 0 a z. x N b 7 R R z H v G G G w ` R r R R p Q ' v R w G G O U x 7 ,, 1 G N G c d N E d E N O _ 7 u rCi U �E �w 8 s c R o � I u t G O PROGRAM BUDGET Use Whole Dollars Only Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and/or FY 2011 -12 and FY 2012 -13. Please explain what expenses are included in the "Other" Category. FY 2010 -2011 Current Operating Year FY 2011 -2012 Proposed Budget FY 2012 -2013 CDBG SHARE FY 2012 -13* Expense Salaries Employee Benefits Employees Payroll Taxes Profes. & Consultant Fees Supplies Telephone & Fax Postage & Shipping Occupancy & Utilities Rental & Maint. of Equip. $5,000 $8,000 $5,000 Printing & Publishing Travel and Transportation Conferences Specific Assist. To Individuals Membership Dues Awards & Grants Insurance Equipment Purchased Misc. Expenses Transfer to Other Funds Dues to National Organizations Over Expenses Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and/or FY 2011 -12 and FY 2012 -13. Please explain what expenses are included in the "Other" Category. PROGRAM REVENUE Use Whole Dollars Only Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and/or FY 2011 -12 and FY 2012 -13. 12 FY 2010 -2011 Current Operating Year FY 2011 -2012 Proposed for FY 2012 -2013 Public Support Contributions N \A N\A N\A Foundation & Private Grants Fundraising/ special Events Legacies and Bequests Other Federated Org. United Way Misc. Organizations Other Subtotal Government Federal State Local Subtotal Other Revenue Membership Dues Program Services Fees Investment Income Transfer From Other Fund All Other Revenue Subtotal TOTAL REVENUE Please explain Changes Greater than 15% between FY 2010 -11 and FY 2011 -12 and/or FY 2011 -12 and FY 2012 -13. 12 I HAVE BEEN AUTHORIZED TO SUBMIT REQUEST FOR FUNDING Signature Name CEO Title edi m as(7,thewholechild.i nfo Email Address (562)692 -0383 - Phone Number The Whole Child Organization 1/10/2012 Date DO NOT COMPLETE THIS SECTION — FOR CITY USE ONLY Date Application Received: Date Reviewed by Rosemead Staff: Approved or Declined: Date Notification Letter Sent to Applicant: 13