CC - Item 5A - Annual Action Plan for FYE 2009-10ROSEMEAD CITY COUNCIL
STAFF REPORT
TO: THE HONORABLE MAYOR AND CITY COUNCIL,
FROM: JEFF STEWART, INTERIM CITY MANAGER
i
DATE: APRIL 28, 2009
SUBJECT: ANNUAL ACTION PLAN FOR FISCAL YEAR 2009-10
SUMMARY
On February 10, 2009, the City Council conducted a public hearing on the City's Annual
Action Plan for the period of July 1, 2009-June 30, 2010. An Annual Action Plan is
required by the U.S. Department of Housing and Urban Development (HUD) in order for
the City to receive federal funds under the Community Development Block Grant
(CDBG) and HOME Investment Partnership (HOME) programs. The Annual Action
Plan includes the proposed activities, resources and expenditures for the CDBG and
HOME programs.
Four organizations (Family Counseling Services, People for People, Rosemead School
District, and Southern California Housing Rights Center) made presentations at the
public hearing. Two other organizations, Rosemead High School and Morrison Health
Care (Senior Nutrition Provider), submitted a funding request and were scheduled to
have a representative present; however, they were unable to attend. Copies of these
organizations written proposals are enclosed.
A summary of staff-endorsed projects has now been prepared based on the funding
requests and ongoing CDBG and HOME funded activities.
Staff Recommendation
Staff recommends that the City Council review and finalize its CDBG and HOME
funding recommendations under the City's Annual Action Plan for the Fiscal Year 2009-
10.
ANALYSIS
While the City has not yet been notified of the grant amount that will be available to
meet identified needs within Rosemead for the new year, HUD has requested that
communities base their projections on current allocation amounts. Therefore, it is
estimated that the City will receive approximately $1,138,481 in CDBG funds and
$496,123 in HOME funds for the 2009-10 fiscal year. When combined with carryover
funds of $776,128 and anticipated program income of $17,000 in CDBG and carryover
funds of $1,229,721 in HOME, the City will have a total of approximately $1,931,609 of
CDBG funds available and $1,725,844 in HOME funds available for the 2009-10 year.
APPROVED FOR CITY COUNCIL AGENDA:
ITEM NO..!5N
City Council Report
April 28, 2009
Page 2 of 4
After much deliberation and thought, staff is proposing that the following activities be
funded under the CDBG and HOME programs and included in the City's Annual Action
Plan for the Fiscal Year 2009-10.
2009-2010 CDBG Alloca
tion
City Administration
General Administration
$202,696
General Administration - Program Income
$ 3,400
Fair Housing
$ 25,000
Subtotal
$231,096
Rehabilitation
Administration
$263,578
Emergency Grants
$ 10,000
Grants
$150,000
Rebates
$ 30,000
Lead/Asbestos Testing
$ 13,750
Lead/Asbestos Remediation
$125,000
Subtotal
$592,328
Public Safe
Code Enforcement
$458,429
Subtotal
$458,429
Social Services
Family Counseling Services
$ 40,000
People for People
$ 27,600
Rosemead School District
$ 11,698
Rosemead High School
$ 13,650
Senior Nutrition Services
$ 76,808
Subtotal
$169,756
Public Works
Targeted Public Works Project
$480,000
Subtotal
$480,000
Total CDBG Allocation
$1,931,609
In reviewing these recommendations it would be appropriate for the City Council to
remember that 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% ($170,772) of the annual grant amount can
be used for public services, no more than 20% ($231,096) of the grant amount plus
program income can be used for Planning and Administrative services, and, at least,
70% of all funds must be used for low-to-moderate income activities.
City Council Report
April 28, 2009
Page 3 of 4
While no new public service funding requests were submitted, the combined funding
requests for ongoing activities equaled $170,058 which is $714 under the allowable limit
of $170,772. One organization (Rosemead School District) requested an increase,
while the remaining organizations requested the same level of funding as approved in
the current year. While these are all worthwhile organizations, due to restricted CDBG
funding, staff believes that it would be appropriate to continue to support them at there
current level of funding.
2009-2010 HOME Allocation
City Administration
General Administration
$
49,612
General Administration -
Carryover Funds
$
67,706
-
Subtotal
$
117,318
Rehabilitation
Owner-Occupied Loans
$
906,379
Mortgage Assistance Payment
$
350,000
Subtotal
$1,256,379
Community Housing Development Organization CHDO
Rio Hondo Community Development Corp. (Operating)
$ 24,806
Rio Hondo Community Development Corp.
Affordable Housing Program)
$ 74,418
Rio Hondo Community Development Corp.
Affordable Housing Program) - Carryover Funds
$252,923
Subtotal
$352,147
Total HOME Allocation
$1,725,844
Of the HOME funds received, no more than 10% ($49,612) can be used for
administrative and program delivery activities. At least 15% ($74,418) must be set
aside for Community Housing Development Organizations (CHDO), as constituted
under the regulations. In addition, up to 5% ($24,806) can be used by a CHDO for
operating expenses. The balance of funds can only be used for housing activities.
It should be noted that all the proposed projects meet the CDBG and HOME eligibility
requirements.
PUBLIC NOTICE PROCESS
This item has been noticed through the regular agenda notification process.
Prepared by:
4~c .
. 6ftA-~_
Michelle G. Ramirez
Economic Development Administrator
City Council Report
April 28, 2009
Page 4 of 4
City Manager
Attachment A - CDBG & HOME Funding
FY 2008-09 Approved Budget vs. FY 2009-10 Proposed Budget
Attachment B - Social Service Funding
FY 2008-09 Approved Budget vs. FY 2009-10 Proposed Budget
Attachment C - Social Service Requests
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ATTACHMENT C
CITY OF ROSEMEAD
PRIVATE OR NON-PROFIT COMMUNITY SERVICE ORGANIZATION
Request for Funding - Fiseal Year 2009-2010
Name of Organization: Santa Anita Family Service
Address: 121 S Santa Anita Street, San Gabriel CA 91776
Executive Director: Dr. Fred Lava
Contact Name: Dr. Jennifer Foote
Telephone: 626.308.1414
Fax: 626.308.1818
Email: drifoote(a sbcglobal_net
Purpose of Organization: Santa Anita Family Service was founded in 1951 to foster well-being of
leadership and the rovision of hi - uali 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 CLIENTS RECEIVED:
(Please Complete Attached Backup - Performance Report)
See EX MIT A,B,C
(Est.)
ROSEMEAD 2008-2009 FINANCIAL SUPPORT:
AGENCY TOTAL BUDGET FOR FISCAL YEAR 2008-2009
2009-2010 FINANCIAL REQUEST:
FY 06-07 17
FY 07-08 34
FY 08-09 35
See Attached (EXHIBIT D)
See Attached (EXHIBIT E)
$40,000
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
o Drug/Alcohol Treatment
o Domestic Violence Treatment
o Case Management
o Linkages
o 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
• White Cap Foundation
• Family Support
• DV CalWORKS
• CalWORKS Substance Abuse Program
• General Relief Substance Abuse Program
• Project: ARMS (Assisting in the Recovery and Motivation of Survivors)
• Proposition 36
• Image Plus: Alcohol and Drug Prevention and Education
• Impact Plus: Project: Violence/Gang Prevention Program
• Family Preservation
• YAB (Youth Accountability Board)
• Food Stamp Program
• Monterey Park - Ethnic Harmony Program
• San Gabriel Unified School District - Family Resource Center
• Arcadia Unified School District Program
• Covina Unified School District Program
• Asian Helpline
2
2. Briefly explain any new programs or services to Rosemead residents during FY 2008-2009. Are any
planned for FY 2009-2010?
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
Loss of United Way Funding in the San Gabriel Valley
5. List major sources of funding and the amount (i.e. cities, county, state, federal, fundraising, etc.)
See attached (EDIT F)
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
X Low and Moderate-Income persons or households
X Abused Children
X Handicapped Persons
X Illiterate Persons
X Battered Spouses
X Homeless Persons
X Migrant Farm Workers
X 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 case study becomes a challenge. Therefore, I have chosen one that deals with
a mood disorder that many deal with - depression.
A woman in her mid 50s suddenly found herself abandoned by her husband of
30+ years. She found herself blaming herself for his infidelities; she began to
3
believe he was right when he said she worthless and that she was a horrible
mother. By now her children were grown but she was left with self-doubt. In
turn, she began having difficulty sleeping, eating, and performing her usual
activities. In the end, she felt worthless and alone. Because of the low cost
counseling program, she was able to utilize therapy as a means to cope with all
she was facing in her life. Through her time in treatment, she was able to explore
the emotional abuse that she had endured for years, increase her confidence,
sense of self worth and feelings of independence. She began feeling able to and
did begin to resume her regular activities. She also began to learn to deal with
things she had never had to deal with before, such as financial management,
paying bills, etc. In addition, she began to build a network of support, which she
did not have in years prior. It was her hard work in therapy that she was able to
leave treatment with a sense of competence, self worth and pride in herself. She
had now developed viable coping mechanisms, increased her social network, and
had an understanding of the depression that took hold of her.
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 10 years we have worked with one or more of the following CDBG: Azusa,
Baldwin Park, Monterey Park, Rosemead, Gloria Molina's office. In addition,
SAFS was awarded four CSBG grants - two each for Supervisory Districts 1 and
5 for domestic violence, case management, and senior services.
12. Total number served in prior years funded by the city of Rosemead
10 years (since 1999).
Summary Last 3 years:
• 2006-2007
o Total Persons Unduplicated = 17
o Total Persons Duplicated =101
o Total Counseling Hours Provided = 316
0 2007-2008
o Total Persons Unduplicated = 34
o Total Persons Duplicated =110
o Total Counseling Hours Provided = 279
2008-2009 (July - December)
o Total Persons Unduplicated = 20
o Total Persons Duplicated =52
o Total Counseling Hours Provided =155
4
CITY OF ROSEMEAD
PERFORMANCE REPORT FOR FISCAL YEAR 2006-2007
SUMMARY OF DIRECT BENEFIT ACTIVITIES
Ple
ase count
number o
f unduplicate
d persons
White
Black not
Hispanic
Asian or
American
SUB-TOTAL
Female
not of
of
Pacific
Indian or
Head of
Hispanic
Hispanic
Islander
Alaskan
Household
Origin
Origin
Native
Above Low Income
81% or Higher of Median
Income
1
Low Income 800/o of Median
income
1
1
Very Low 50% of Median
Income
4
4
3
Extremely Low Income 30%
of Median Income
11
11
3
Unknown/Other
Total
17
6
CITY OF ROSEMEAD
PERFORMANCE REPORT FOR FISCAL YEAR 2007-2008
SUMMARY OF DIRECT BENEFIT ACTIVITIES
Ple
ase count
number o
f undu licate
d ersons
White
Black not
Hispanic
Asian or
American
SUB-TOTAL
Female
not of
of
Pacific
Indian or
Head of
Hispanic
Hispanic
Islander
Alaskan
Household
Origin
Origin
Native
Above Low Income
1
1
81% or Higher of Median
Income
1
2
3
Low Income 80% of Median
income
4
4
1
Very Low 50% of Median
Income
g
1
9
5
Extremely Low Income 30%
of Median Income
2
13
2
17
9
Unknown/Other
Total
34
15
CITY OF ROSEMEAD
PERFORMANCE REPORT FOR FISCAL YEAR 2008-2009
SUMMARY OF DIRECT BENEFIT ACTIVITIES
Dhnn`. nnnn4 no lmhcr of i inril inlirated persons I
White
1 140Jf.r
Black not
WY11
Hispanic
Asian or
Americ
Hispanic/
SUB-TOTAL
Female
not of
of
Pacific
an
Asian
Head of
Hispanic
Hispanic
Islander
Indian
Household
Origin
Origin
or
Alaskan
Native
Above Low Income
81 % or Higher of Median
Income
1
1
2
Low Income 80% of Median
income
0
Very Low 50% of Median
Income
1
3
1
5
1
Extremely Low Income 30%
of Median Income
3
9
1
13
8
Unknown/Other
Total
20
9
13. Proposed Program Budget - FY 2009-2010
(Public Service Requests Only)
CDBG SHARE
OTHER SOURCES
Personnel
$35887
$329212
Equipment
$0
$0
Supplies
$600
$8400
Consultant Services
$0
$0
Space Rent & Utilities
$4500
$82500
Audits
$0
$10000
Other (Telephone)
$1200
$10800
Miles e
$0
$2000
General & Direct
Liability
$213
$21787
Program Income
$ [2400]
$0
Total Costs
$40000
$464699
6 '
TOTAL OPERATING BUDGET EXPENSES
Use Whole Dollars Only
A
Most recent
fiscal year
2007/2008
B
Current
Operating Year
2008/2009
C
Proposed Budget
July 1, 2009 to
June 30 2010
D
Percent Change
Expense
Salaries
283500
283500
283500
0
Employee Benefits
39690
39690
39690
0
Employees Payroll Taxes
21688
21688
21688
0
Profes. & Consultant Fees
0
0
0
0
Supplies TMF, & offia>
7000
7000
7000
0
Telephone & Fax
12000
12000
12000
0
Postage & Shipping
0
0
0
0
Occupancy & Utilities (m
89000
89000
89000
0
Rental & Maint. of Equip.
0
0
0
0
Printing & Publishing
0
0
0
0
Travel and Transportation
2000
2000
2000
0
Conferences
0
0
0
0
Specific Assist. To Individuals
0
0
0
0-
Membership Dues
0
0
0
0
Awards & Grants
0
0
0
0
Insurance (omaW & Di=t Liability)
22000
22000
22000
0
Equipment Purchased
0
0
0
0
Misc. Expenses c,-aitl
10000
10000
10000
0
Transfer to Other Funds
0
0
0
0
Dues to National Organizations
0
0
0
0
Other * *
0
0
0
0
486878
486878
486878
0
Surplus (or Deficit) of Total
Support & Revenue
Over Expenses
* Percent Change Between Items in Columns B and C. Please explain Changes Greater than
15% between columns B and C (C-B)B.
No changes greater than 15%
Explain What is Included in the "Other" Category.
None
TOTAL OPERATING BUDGET REVENUE
Use Whole Dollars Only
A
Most
Recent
Fiscal Year
2007-2008
B
Current
Operating
Year
2008-2009
C
Proposed
Budget
July 1, 2009 to
June 30, 2010
D
Percent
Change
Public Support
Contributions
1000
1000
1000
0
Foundation & Private
Grants
20000
20000
20000
0
Fundraising/ special Events
1500
1500
1500
0
Legacies and Bequests
0
0
0
0
Other Federated Org.
0
0
0
0
United Way
0
0
0
0
Misc. Organizations
0
0
0
0
Other
0
0
0
0
Subtotal
22500
22500
22500
0
Government
Federal
66000
66000
66000
0
State
330000
330000
330000
0
Local
65000
65000
65000
0
Subtotal
461000
461000
461000
0
Other Revenue
Membership Dues
0
0
0
0
Program Services Fees
3378
3378
3378
0
Investment Income
0
0
0
0
Transfer From Other Fund
0
0
0
0
All Other Revenue
0
0
0
0
Subtotal
3378
3378
3378
0
TOTAL REVENUE
486878
486878
486878
0
*Column A is the Audited or Most Recently completed 1-Month Period
Percent Change From B and C (C-B)B. Please Explain Changes Greater than 151/6 Percent
Fundraising is a focus of our agency for this neat fiscal year
I HAVE BEEN AUTHORIZED TO SUBNHT REQUEST FOR FUNDING
Title
~zb~ 3s4 ~'3 S~
hone umber
Organization !
Date
Lxhlbit 0 1 of 2 pages
Income
4000 -Donations
41DO -Program Fundraising
4200 -Board Contributions
4600 - Revenue - Assoc Org. Monrovia
5001 • Senior Center Contract
50012 • Family Support Contract
50015 - DV Calworks Contract
50018 • DV Calworks Grow Contract
50019. DV Calworks GR
5002 • Pathways Contract
5003 • Pact Contract
5006 -City of Azusa Contract
5007 -City of Covina
5008. Temple City Unified School
5013 • City of Baldwin Park-SC
5014 • Covina Unified School Dist
5015 -Arcadia Unified School
5016 -Pathways GR-Contract
5017 Pathways Calworks-Contract
5019 Proposition 36 Contract
5020 -Family Preservation Contract
5021 ARMS
5022 • City of Rosemead Contract
5023 • General Relief/FCS Contract
5024 • Calworks/FCS Contract
5025 • Image Plus Contract
5026 • Impact Plus- CDBG Contract
5027 -City of Monterey Park Contract
5029 • Whitecap Found
5031 • San Gabriel Unified
5045. DPSS
6000 -Murex Petroleum Corp.
6100 -Amerada Hess Corp.
6150 • Danbury
6175 • Ranch Oil Co.
6185 - FidelityOllCompany
6195 -Assistance League
6200 • Counseling Fees
6201 -Pathways Fees
6202 • PC 1000 Fees
6203 • PACT Fees
6204 - Domestic Violence Fees
6205 -Prop 36.1 Fees
6206 • Parenting Fees
6207 -Senior Center income
6208 • Sex Offenders Fees
6209 - Rosemead fees
6210 -ARMS fees
6211 -Anger Management Fees
6212 • Adolescent Group Fees
6213 -Chronic Illness Fees
6214 • Empowerment Group Fees
6220 • YAB Fees
6230 • Rental income
6500 -Miscellanous Income
6520 -interest
6810 -United Way Allocation
6811 - United Way Donor Contributions
Total Income
Santa Anita Family Services
Budget
08-09
;c.' -June 08 71'08-June 09
6,330.00
6,080.00
720.87
800.00
4,150.00
5,000.00
2,000.00
2,000.00
789,178.00
777,823.00
158,970.43
150,000.00
235,411.00
229,038.00
1,990.00
20,754.00
-
6,918.00
21482.00
19,682.00
113,893.00
116,666.00
10,000.00
10,000.00
6,630.00
12,000.00
-
15,000.00
5,420.00
5,000.00
22,830.00
22,500.00
5,000.00
5,000.00
8,988.00
8,007.00
7,938.38
71144.00
331,608.00
358,103.00
497,549.93
500,830.00
39,276.00
39,560.00
40,000.00
7,710.00
5,069.00
15,083.12
15,098.00
74,047.00
61,706.00
15,931.00
15,000.00
4,166.65
5,000.00
20,000.00
20,000.00
6360.00
28,000.00
80.00
166,805.00
2925.61
3,000.00
7397.63
8,000.00
934.75
895.00
647.53
778.00
434.92
520.00
1960.00
17,500.00
56581.40
58,800.00
700.00
636.00
10765.66
10,989.60
24797.25
24,000.00
48801.00
50,000.00
18513.87
19,105.00
3672.50
3,780.00
8307.00
8,950.00
9426.00
10,831.00
2966.00
3,067.00
26.00
0.00
1907.00
1,630.00
339.50
335.00
290.00
276.00
2217.00
2,066,00
398.00
453.00
2251.20
2,251.20
19921.71
0.00
637.00
636.00
46611.96
0.00
886.88
1,013.00
2,725,899.88
2,864,534.80
Pagel of 2
Exhlblt D 1 of 2 pages
Expense
7000 -Salaries
7050 -Salaries - Clerical
7090 • Salaries - Para Professional
7095. Expense for DPSS
7100 -Health Insurance
7210 • Payroll taxes
7230 WIC Insurance
7240 -Unemployment Insurance
7400 StIpens1SC
8040 -Accounting Services
8041 ADP Fees
9110 •Offlce supplies
8175 • Educational Training
8200 -Telephone
8300 -Postage
8400 • Mortgage Interest Expense/Mon
8410 -Rent
8411 . Mortage Interest Expense/Covina
8420 • Mortgage Interest Expense
8425 • Line of Credit Interest Expense
8430 • Utilities
8440 • Maintenance - Building
8445 • Maintenance Service & Repairs
8490 -Alarm Expense
8501 - Rental & Maint of Equipment
8525 - Equipment Tax
8600 -Printing
8720 • Mileage
8810 -Educational Conferences
9000 -Membership Dues
9100 -Filing Fees
9200 ' Liability Insurance
9500 • Miscellaneous
9520 • Bank chargeslFees
9540 • Business License Renewal
9570 • Purchase of Service
9590 -Drug Testing
9592 Fam Pres•Subcontractor
9593 -DV Cal-works Subcontractors
9594 • Family Support Subcontractor
9600 • U.S Finger Print Expense
Total Expense
Net Income/loss
Santa Anita Family Services
Budget
08-09
Jul '07 - June 08 Jul 'Da -June 09
1326627.54
1, 299, 311.06
161926.84
159,261.77
455597.68
443,388.00
0.00
102,000.00
117489.68
100,931.00
156536.75
135,571.97
67963.68
45,000.00
37771.57
24,000.00
4953.62
5,090.51
22130.00
23,000.00
12303.93
13,000.00
53094.85
45,D00.00
._320.00
360.00
36692.53
36,562.00
9974.74
9,000.00
8692.96
10,423.00
82595.00
83,403.60
4635.60
5,562.72
13135.69
9,988.99
1148.62
810.37
33626.43
34,458.80
7089.69
6,978.85
8429,25
2,300.00
1260.00
1,533.50
20658.36
21,870.76
101.63
121-96
3774.48
800.00
26706.28
15,610.74
3283.00
2,139.65
1427.00
1,574.41
803.99
414.23
33909.00
35,000.00
2744.00
2,672.20
6300.00
5,516.15
506.00
506.00
18853.74
19,470.79
1837.00
1,603.93
104836.56
90,000.00
12695.00
18,977.00
65220.00
50,912.84
480.00
408.00
2928132.69
2,864,534.80
-202232.81
Page 2 of 2
Exhibit D 1 of 2 pages
Expense
7000 -Salaries
7050 • Salaries - Clerical
7090 - Salaries - Para Professional
7095. Expense for DPSS
7100 -Health Insurance
7210 -Payroll taxes
7230 -WIC Insurance
7240 • Unemployment Insurance
7400 Sbpens/SC
8040 -Accounting Services
8041 -ADP Fees
6110 -Office supplies
6175 - EducationalTraining
8200 -Telephone
8300 . Postage
8400 • Mortgage Interest ExpenselMon
8410 -Rent
8411 • Mortage Interest ExpenselCovina
8420 -Mortgage Interest Expense
8425 -Line of Credit Interest Expense
8430 -Utilities
8440 Maintenance - Building
8445 Maintenance Service & Repairs
8490 -Alarm Expense
8501 • Rental & Maint of Equipment
8525 • Equipment Tax
8600 -Printing
8720 • Mileage
8810 •Educatlonal Conferences
9000 -Membership Dues
9100 -Filing Fees
9200 • Liability Insurance
9500 • Miscellaneous
9520 - Bank charges/Fees
9540 -Business License Renewal
9570 • Purchase of Service
9590 • Drug Testing
9592 •Fam Pres-Subcontractor
9593 • DV Cal-works Subcontractors
9594 • Family Support Subcontractor
9600 • U.S Finger Print Expense
Total Expense
Net Incomenoss
Santa Anita Family Services
Budget
08-09
Jul '07 • June 08 Jul 108 - June 09
1326627.54
1,299, 311.06
161926.94
159,261.77
455597.68
443,388.00
0.00
102,000.00
117489.68
100,931.00
156536.75
135,571.97
67963.68
45,000.00
37771.57
24,000.00
4953.62
5,090.51
22130.00
23,000.00
12303.93
13,000.00
53094.85
45,000.00
320.00
360.00
36692.53
36,562.00
9974.74
9,000.00
8692.96
10,423.00
82595.00
83,403.60
4635.60
5,562.72
13135.69
9,988.99
1148.62
810.37
33626.43
34,458.80
7089.69
6,978.85
8429.25
2,300.00
1260.00
1,533.50
20658.36
21,870.76
101.63
121.96
3774.48
800.00
26706.28
15,610.74
3283.00
2,139.65
1427.00
1,574.41
803.99
414.23
33909.00
35,000.00
2744.00
2,672.20
6300.00
5,516.15
506.00
506.00
18853.74
19,470.79
1837.00
1,603.93
104836.56
90,000.00
12695.00
18,977.00
65220.00
50,912.84
480.00
408.00
2928132.69
2,864 r- 34._~ I
-202232.81
Page 2 of 2
-
Santa Anita Family Services
Projected Budget
FY 09-10
EXHIBIT E 1 OF 2 pages
Jul '09 -June 10
Income
4000 - Donations
23,080.00
4100 - Program Fundraising
800.00
4200 • Board Contributions
5,000.00
4600 • Revenue - Assoc Org. Monrovia
2,000.00
5001 - Senior Center Contract
860,178.00
50012 • Family Support Contract
150,000.00
50015 • DV Calworks Contract
229,038.00
50018 • DV Calworks Grow Contract
20,754.00
50019. DV Grow Dist 5
6,918.00
5002 - Pathways Contract
19,682.00
5003 • Pact Contract
116,666.00
5006 - City of Azusa Contract
10,000.00
5007 • City of Covina
2,500.00
5013 • City of Baldwin Park-SC
5,000.00
5014 - Covina Unified School Dist
22,830.00
5015 • Arcadia Unified School
14,000.00
5016 • Pathways GR-Contract
8,007.00
5017 • Pathways Calworks-Contract
7,144.00
5019 • Proposition 36 Contract
300,000.00
5020 • Family Preservation Contract
500,830.00
5022 - City of Rosemead. Contract
40,000.00
5023 • General Relief/FCS Contract
5,069.00
5024 • Calworks/FCS Contract
19,000.00
5025 • Image Plus Contract
74,047.00
5026 • Impact Plus- CDBG Contract
15,931.00
5027 • City of Monterey Park Contract
5,000.00
5031 • San Gabriel Unified
14,400.00
5050. DPSS-Food Stamp
2,880.00
5060 - DPSS Senior Srvs
49,622.30
5080. CSBG 5CM
30,810.40
5090. CSBG DV1
59,331.30
5091. CSBG 1SS
18,081.70
6000 • Murex Petroleum Corp.
3,417.00
6100 • Amerada Hess Corp.
16,647.00
6150 • Denbury
1,656.00
6175 - Ranch Dal Co.
1,239.00
6185 • FidelityOll Company
300.00
6195 • Assistance League
17,500.00
6200 - Counseling Fees
146,000.00
6230 • Rental income
2,251.00
6520 -Interest
636.00
6811 - United Way Donor Contributions
1,013.00
Total Income
2,829,258.70
Page 1 of 2
Santa Anita Family Services
Projected Budget
FY 09-10
Jul '09 -June 10
EXHIBIT E 1 OF 2 pages J
Expense
7000 • Salaries
7050 • Salaries - Clerical
7090 - Salaries - Para Professional
7100 - Health Insurance
7210 - Payroll taxes
7230 • WIC Insurance
7240 • Unemployment Insurance
7400, StipenslSC
8040 • Accounting Services
8041 • ADP Fees
8109. Equipment
8175 • Educational Training
8200 • Telephone
8300 • Postage
8410 • Rent
8420 • Mortgage Interest Expense
8425 • Line of Credit Interest Expense
8430 - Utilities
8440 • Maintenance - Building
8445 • Maintenance Service & Repairs
8490 - Other Building Expense
8501 • Rental & Maint of Equipment
8525 • Equipment Tax
8530 • Computer Maintenance
8600 • Printing
8720 - Mileage
8810 - Educational Conferences
9000 • Membership Dues
9100 - Filing Fees
9200 • Liability Insurance
9520 • Bank charges/Fees
9540 - Business License Renewal
9550 - Gateway Billing
9570 • Purchase of Service
9590 • Drug Testing
9592 • Fam Pres-Subcontractor
9593 • DV Cal-works Subcontractors
9594 • Family Support Subcontractor
9600 • U.S Finger Print Expense
9610 - Van Expense
Total Expense
1,258,635.93
159,261.77
535,563.00
102,489.00
141,309.00
51,438.00
24,000.00
5,090.00
23000.00
12,159.00
18,000.00
360.00
36,562.00
9,000.00
83,403.60
41,635.32
1,600.00
34,458.00
6,978.00
5,579.00
1,533.00
21,870.00
121.00
480.Q0
10,110.00
15,060.00
6,566.00
5,516.15
506.00
30,740.00
1,603.93
300.00
600.00
19,000.00
1,603.00
91,932.00
18,876.00
50,912.00
408.00
1,000.00
2,829,258.70
Net Income
0
Page 2 of 2
EXHIBIT F
2008-2009 Funding Resources
FUNDING SOURCES
ALLOCATION
AMOUNT
Donations
13,880
Client Fees
198,739
Contracts
DPSS
168,000
City of Azusa
10,000
City of Baldwin Park
5,000
City of Covina
34,500
Arcadia Unified School
5,000
Senior Center Contract
847,878
San Gabriel Unified
13,000
P.A.C.T. Contract
116,666
Pathways Contract
19,682
General Relief
13,156
CalWORKS Contract
22,242
Pathways Proposition 36
358,103
Family Preservation Contract
486,434
Family Support Contract
150,000
Domestic Violence Calworks Contract
300,000
City of Rosemead
40,000
City of Monterey Park
5,000
White Cap Foundation
20,000
Impact Plus
15,000
Royalties
13,193
Image Plus
61,706
Miscellaneous
17,500
TOTAL
2,934,679
CITY OF ROSEMEAD
PRIVATE OR NON-PROFIT COMMUNITY SERVICE ORGANIZATION
Name of
Address
ExecutiN
Contact
Telephone: bt-9 6 - 91S 5w /
Fax: (G / - 0""k-5, ' 01-16 "l
Email:
Purpose of Organization:
aL
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 CLIENTS RECEIVED: FY 06-07
(Please Complete Attached Backup - Performance Report)
FY 07-08
(Est.) FY 08-09
ROSEMEAD 2008-2009 FINANCIAL SUPPORT:
AGENCY TOTAL BUDGET FOR FISCAL YEAR 2009-2010
2009-2010 FINANCIAL REQUEST FROM CITY OF ROSEMEAD:
97 ~e Ofl
.01
Request for Funding - Fiscal Year 2009-2010
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:
8
Objectives:
C
Programs designed to meet goals and objects:
D
2. Briefly explain any new programs or services to Rosemead residents during FY 2008-2009. Are any
planned for FY 2009-2010?
3. How are clients referred to your agency?
6 L-7,5- A IIA Ll)xr-D
4. List and explain any major changes in funding patterns or expenditures
;1VZ9 AIL-
z
5. List major sources of funding and the amount (i.e. cities, county, state, federal, fundraising, etc.)
A
What facilities in Rosemead are used to gQnduct services?
94-
7. The proposed Community Service would be provided to:
Mark each that apply
Low and Moderate-Income persons or households
_ C Abused Children
Handicapped Persons
Pousel
Homeless Persons
Migrant Farm Workers
_X Elderly Persons
Illiterate Persons
Battered S
8. How many Rosemead citizens do you project will benefit from your program/project: ~j AD
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)
e A LA cry
10. Has your organization conducted the proposed activity before? Yes X No
11. Describe your organization's experience with CDBG
12. Total number served in prior years funded by the city of Rosemead
CITY OF ROSEMEAD
PERFORMANCE REPORT FOR FISCAL YEAR 2006-2007
SUMMARY OF DIRECT BENEFIT ACTIVITIES
P
ease coun
t number
of unduplicat
ed ersons
White
Black not
Hispanic
Asian or
American
SUB-TOTAL
Female
not of
of
Pacific
Indian or
Head of
Hispanic
Hispanic
Islander
Alaskan
Household
Origin
Origin
Native
Above Low Income
81 % or Higher of Median
Income
Low Income 80% of Median
income
Very Low 50% of Median
Income
Extremely Low Income 30%
f M
di
I
1 3 D
o
e
an
ncome
Unknown/Other
Total
Q
~
CITY OF ROSEMEAD
PERFORMANCE REPORT FOR FISCAL YEAR 2007-2008
SUMMARY OF DIRECT BENEFIT ACTIVITIES
Pl
ease coun
t number o
f unduplicat
ed persons
White
Black not
Hispanic
Asian or
American
SUB-TOTAL
Female
not of
of
Pacific
Indian or
Head of
Hispanic
Hispanic
Islander
Alaskan
Household
Origin
Origin
Native
Above Low Income
81 % or Higher of Median
Income
Low Income 80% of Median
income
Very Low 50% of Median
Income
Extremely Low Income 30%
of Median Income
.12
Unknown/Other
Total
4
CITY OF ROSEMEAD
PERFORMANCE REPORT FOR FISCAL YEAR 2008-2009 (ESTIMATE)
SUMMARY OF DIRECT BENEFIT ACTIVITIES
Pl
ease coun
t number
f unduplicat
ed persons
White
Black not
Hispanic
Asian or
American
SUB-TOTAL
Female
not of
of
Pacific
Indian or
Head of
Hispanic
Hispanic
Islander
Alaskan
Household
Origin
Origin
Native
Above Low Income
81 % or Higher of Median
Income
Low Income 80% of Median
income
Very Low 50% of Median
Income
Extremely Low Income 30%
of Median Income
/
s
06,
3
Unknown/Other
T-T
Total
`
13. Proposed Program Budget - FY 2009-2010
(Public Service Requests Only)
CDBG SHARE
OTHER SOURCES
Personnel
$
$
Equipment
$
$
Supplies
$
$
Consultant Services
$
$
Space Rent & Utilities
$
$
Audits
$
$
Other
$
$
$
$
Total Costs
$
$
TOTAL OPERATING BUDGET EXPENSES
Use Whole Dollars Only
A
Most recent
fiscal year
2007/2008
B
Current
Operating Year
2008/2009
C
Proposed Budget
July 1, 2009 to
June 30 2010
D
Percent Change*
Expense
Salaries
/ 6- 3
Employee Benefits
Employees Payroll Taxes
d o'l
Profes. & Consultant Fees
D
hiD
Supplies
Telephone & Faxes
a 60
Postage & Shipping
Occupancy & Utilities
3
(o
Rental & Maint. of Equip.
D
~a ~D
Printing & Publishing
Travel and Transportation
Conferences
Specific Assist. To Individuals
700
Membership Dues
ADD
o`~ J
Awards & Grants
insurance ).i ;q --7P- u
C~~DOD
la
Equipment Purchased
/
a
Misc. Expenses
Transfer to Other Funds
Dues to National Organizations
Other
Surplus (or Deficit) of Total
Support & Revenue
'7
J
-
Over Expenses
* * Explain What is Included in the "Other" Category.
6
* Percent Change Between Items in Columns B and C. Please explain Changes Greater than
TOTAL OPERATING BUDGET REVENUE
Use Whole Dollars Only
A
Most
Recent
Fiscal Year
2007-2008
B
Current
Operating
Year
2008-2009
C
Proposed
Budget
July 1, 2009 to
June 30, 2010
D
Percent
Change*
Public Support
Contributions
Q r) Dc)
9
Foundation & Private
Grants
Fundraising/ special Events
/
a
Legacies and Bequests
Other Federated Org.
United Way
Misc. Organizations
Other`'
OR' 6
VrO
Q D
Q
Subtotal
Ila. //,7 j
4AOA
Government
Federal
Q~
pp~~
~U
State
Local
Subtotal
a
QQ
Other Revenue
Membership Dues
Program Services Fees
Investment Income
Transfer From Other Fund
All Other Revenue
Subtotal
TOTAL REVENUE
a Qf,
v
D
*C'.nlumn A is the Audited or Most Recently completed 1-Month Period
I HAVE BEEN AUTHORIZED TO SUBMIT REQUEST FOR FUNDING
Signature Na
ZU,~~
Title
Z046 - a 9 =~~y9
Phone Number
V,9-
~ t6lo
Organ' tion
DD
D e
CITY OF ROSEMEAD
PRIVATE OR NON-PROFIT COMMUNITY SERVICE ORGANIZATION
REQUEST for Funding-Fiscal Year 2009-10
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, welfare 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, 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.
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CITY OF ROSEMEAD GRANT CONT.
3. How are clients referred to your agency ?
By local churches, The Los Angeles county 211 service, word of mouth, local
chambers, schools and by other organizations, in our service area.
5. List major sources of funding and the amount (i.e. cities, county, state,
federal, fundraising. Etc.)
Churches & Individuals $ 70,000.00
Fundraisers $ 28,000.00
CDBG Grant $ 27,600.00
Our food donations come from churches, local markets, food drives during the
holidays and from the Postal workers food drive which occurs in May each year.
This food drive fills our pantry each year. In 2008 we collected 70 ton of canned
and dry foods.
8. (a) Provide a specific example or case study of a client that exemplifies how
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 families each family was given a large box of food a turkey and
chickens, plus toys for the children. These generous gifts of toys and food came
from the City of Rosemead, Wal-Mart and the citizens of Rosemead.
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 and co-operating with the
HUD representatives.
,~7_ -a, 3
CITY OF ROSEMEAD GRANT CONT.
12. Total number served in prior years funded by the city of Rosemead.
2005 /06 1,393
2006 /07 2,603
2007 /08 3,017
CITY OF ROSEMEAD
PRIVATE OR NON-PROFIT COMMUNITY SERVICE ORGANIZATION
Request for Funding - Fiscal Year 2009-2010
Name of Organization: Rosemead High School
Address: 9063 East Mission Street, Rosemead, CA 91770
Executive Director: Larry Callaham,
Contact Name: Yvonne Gandara Assistant Principal Student Services
Telephone: 626 286-3141
Fax: 626
Email: ygandara@emuhsd.k1
Purpose of Organization:
For the past 53 years, Rosemead High- School's counselors have provided classroom guidance,
guidance in planning students' programs, peer facilitation, and individual and groups counseling
to the limits of its budget. Need always outstrips demand, particularly when non-academic crises
occur and students need immediate attention. Counselors estimate that at least 30% of the
school's 2,074 students come from homes with significant dysfunctions. Counselors routinely
see students who are traumatized due to child neglect, homelessness, domestic violence,
conflicts with stepparents, sexual abuse, family illness and death of a parent, drug and/or
alcohol abuse in the home, involvement with gangs, prostitution, rape, and incidents relating to
suicide and self-mutilation.
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 06-07
(Please Complete Attached Backup - Performance Report)
FY 07-08
(Est.) FY 08-09
ROSEMEAD 2008-2009 FINANCIAL SUPPORT:
AGENCY TOTAL BUDGET FOR FISCAL YEAR 2009-2010:
83
153
$ 13,650
$ 494,577
2009-2010 FINANCIAL REQUEST FROM CITY OF ROSEMEAD: $ 13,650
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 mission of the El Monte Union High School District is to provide a sound and well-balanced
education program for each student. The program is geared to each pupil's needs and
restricted only by the financial limits of the district. Educational experience relate to daily living
and give direction to career planning with future employment and technology trends in mind.
Students will be actively engaged in each educational activity with all efforts to develop a
healthy body, disciplined mind, broad education, and sound character.
Schools will assist students in developing a knowledge and appreciation for mankind's heritage,
culture, and wisdom. Students will develop into well-rounded, useful, intelligent citizens
appreciative of our democratic way of life. In particular, the district's goals for each student
include a strong academic program; positive attitude towards self, others, learning, and work;
educational exposure to a variety of courses and disciplines; career awareness and exploration;
consumer and economic awareness; and life planning and decision making.
Goals:
The overarching goal of the program is to provide crisis intervention counseling and support to
resolve at-risk high school students' short-term problems that are overwhelming and traumatic.
Within this framework, our goals are several. Most immediately, the goal is to provide crisis
intervention for teens for:
• Suicide prevention
• Protecting children from exploitation
• Managing intense grief, acute anxiety, recent sexual assault, acute depression,
hallucinations, violent tendencies toward self and others, problems with alcohol and
substance abuse, neglect, and homelessness
Longer-term goals relate to:
• Dropout prevention
• Anger management
• Pregnancy prevention
• Recovery from trauma
• Removal of escalation triggers
• Stabilization
Objectives:
Objectives and outcomes are linked to goals. Short-term objectives include:
• Decrease in teen suicide attempts
• Decrease in 911 calls
• Decrease in arrests
• Decrease in hospitalization
• 100% short-term response to children seen
Longer-term objectives, relate to longer-term goals, include:
• Preparation of crisis management plan
• Decrease in teen on teen violence, cutting, or suicide attempts
• Decrease in teen pregnancy
• Decrease in accidents
• High school graduation
• Positive planning
Programs designed to meet goals and objects:
This crisis intervention for teens program consists of guidance, education, and referral to
resources. The crisis intervention counselor, for whom we are seeking funding, works with over
80 students each year. She counsels students, attends to students having breakdowns or
suicidal episodes, and otherwise provides services to help students cope with and recover from
traumatic events.
2. Briefly explain any new programs or services to Rosemead residents during FY 2008-2009. Are any
planned for FY 2009-2010?
Services will remain the same, however, due to additional problems occasioned by the
economic crisis, we expect demand for services will increase.
3. How are clients referred to your agency?
The school refers students experiencing crises to a qualified crisis intervention specialist. She
will provide short-term (1-3 months) crisis intervention services, family outreach, referrals for
long-term mental health, medical, and other community agencies' services.
4. List and explain any major changes in funding patterns or expenditures
There are no anticipated changes in either funding patterns or expenditures.
5. List major sources of funding and the amount (i.e. cities, county, state, federal, fundraising, etc.)
None for this specific program
6. What facilities in Rosemead are used to conduct services?
Rosemead High School
7. The proposed Community Service would be provided to:
Mark each that apply
X Low and Moderate-Income persons or households
X Abused Children
X Handicapped Persons
X Illiterate Persons
Battered Spouses
X Homeless Persons
Migrant Farm Workers
Elderly Persons
8. How many Rosemead citizens do you project will benefit from your program/project: 80+
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)
The crisis intervention counselor, Joan Elvidge, spent one full day with a 16-
year-old suicidal student until the Psychological Evaluation Team (PET) from
the Los Angeles Department of Mental Health was able to come to the school.
The student had recently broken up with his girlfriend, and wrote a suicide
note that a friend brought to the school's attention. We called Ms. Elvidge in to
consult with the student. Based on her recommendation as a counselor and
child therapist, we called the Department of Mental Health. The student was
subsequently admitted under the 5150 classification for 72-hour observation.
10. Has your organization conducted the proposed activity before? Yes _X No
11. Describe your organization's experience with CDBG
This program received funding for the academic years of '08-'09 and '07-'08 and a
mid-year award of $ 5,460 in '05-'06.
12. Total number served in prior years funded by the city of Rosemead: 200+
4
CITY OF ROSEMEAD
PERFORMANCE REPORT FOR FISCAL YEAR 2006-2007
SUMMARY OF DIRECT BENEFIT ACTIVITIES
We did not apply for funds in 2006-2007
Pl
ease count
number
f unduplicat
ed persons
White
Black not
Hispanic
Asian or
American
SUB-TOTAL
Female
not of
of
Pacific
Indian or
Head of
Hispanic
Hispanic
Islander
Alaskan
Household
Origin
Origin
Native
Above Low Income
8.1 % or Higher of Median
Income
Low Income 80% of Median
income
Very Low 50% of Median .
Income
Extremely Low Income 30%
of Median Income
Unknown/Other
Total
CITY OF ROSEMEAD
PERFORMANCE REPORT FOR FISCAL YEAR 2007-2008
SUMMARY OF DIRECT BENEFIT ACTIVITIES
Pl
ease count
number
f unduplicat
ed persons
White
Black not
Hispanic
Asian or
American
SUB-TOTAL
Female
not of
of
Pacific
Indian or
Head of
Hispanic
Hispanic
Islander
Alaskan
Household
Origin
Origin
Native
Above Low Income
81 % or Higher of Median
Income
10
1
11
3
Low Income 80% of Median
income
1
43
11
55
15
Very Low 50% of Median
Income
1
12
13
11
Extremely Low Income 30%
of Median Income
1
3
4
4
Unknown/Other
Total
83
33
CITY OF ROSEMEAD
PERFORMANCE REPORT FOR FISCAL YEAR 2008-2009 (ESTIMATE)
SUMMARY OF DIRECT BENEFIT ACTIVITIES
Pl
ease count
number o
f undu licat
ed persons
White
Black not
Hispanic
Asian or
American
SUB-TOTAL
Female
not of
of
Pacific
Indian or
Head of
Hispanic
Hispanic
Islander
Alaskan
Household
Origin
Origin
Native
Above Low Income
81% or Higher of Median
Income
4
13
4
21
6
Low Income 80% of Median
income
49
4
53
34
Very Low 50% of Median
Income
9
62
8
79
24
Extremely Low Income 30%
of Median Income
Unknown/Other
Total
153
64
13. Proposed Program Budget - FY 2009-2010
(Public Service Requests Only)
CDBG SHARE
OTHER SOURCES
Personnel
$ 0
$ -
Equipment
$ 0
$ -
Supplies
$ 0
$ -
Consultant Services
$ 13,650
$ -
Space Rent & Utilities
$ 0
$ -
Audits
$ 0
$ -
Other
$ 0
$ -
$
$
Total Costs
$ 13,650
$ -
TOTAL OPERATING BUDGET EXPENSES
Use Whole Dollars Only
A
Most recent
fiscal year
2007/2008
B
Current
Operating Year
2008/2009
C
Proposed Budget
July 1, 2009 to
June 30 2010
D
Percent Change*
Expense
Salaries
439,410
441,610
441,610
-10%
Employee Benefits
45,773
47,174
47,174
0%
Employees Payroll Taxes
49,410
52,856
52,856
0%
Profes. & Consultant Fees
Supplies
Telephone & Fax
2,560
2,660
2,713
+ 2%
Postage & Shipping
Occupancy & Utilities
Rental & Maint. of Equip.
Printin & Publishing
Travel and Transportation
Conferences
5,027
5,230
0
-100%
Specific Assist. To Individuals
Membership Dues
Awards & Grants
Insurance
Equipment Purchased
Misc. Expenses
Transfer to Other Funds
0
0
0
'
Dues to National Organizations
0
0
0
Other
Surplus (or Deficit) of Total
Support & Revenue
0
0
0
0
Over Expenses
* Percent Change Between Items in Columns B and C. Please explain Changes Greater than
15% between columns B and C (C-B)B.
Due to California State budget cuts that must be absorbed by the counseling program,
there will be no money available for counselor conferences this year.
Explain What is Included in the "Other" Category.
TOTAL OPERATING BUDGET REVENUE
Use Whole Dollars Only
A
Most
Recent
Fiscal Year
2007-2008
B
Current
Operating
Year
2008-2009
C
Proposed
Budget
July 1, 2009 to
June 30, 2010
D
Percent
Change*
Public Support
$ 528,530
$ 549,530
$ 494,577
-10%
Contributions
Foundation & Private
Grants
Fundraising/ special Events
Legacies and Bequests
Other Federated Or g.
United Way
Misc. Organizations
Other
Subtotal
Government
Federal
State
Local Rosemead CDBG
13,650
13,650
13,650
0%
Subtotal
Other Revenue
Membership Dues
Program Services Fees
Investment Income
Transfer From Other Fund
All Other Revenue
Subtotal
TOTAL REVENUE
$ 542,180
$ 564,180
$ 508,277
-10%
*Column A is the Audited or Most Recently completed 1-Month Period
Percent Change From B and C (C-B)/B. Please Explain Changes Greater than 15% Percent
I HAVE BEEN AUTHORIZED TO SUBMIT REQUEST FOR FUNDING
Si nature
_Larry Callaham
Signature Name
Principal
Title
626 286-3141
Phone Number
EMUHSD, Rosemead High School
Organization
January 15, 2009
Date
I ' y
PRIVATE OR NON-PROFIT COMMUNITY SERVICE ORGANIZATION
Request for Funding - Fiscal Year 2009-2010
CITY OF ROSEMEAD
Name of Organization: Rosemead School District
Address: 3907 Rosemead Blvd Rosemead, CA 91770
Executive Director:
Contact Name:
Telephone:
Fax:
Email:
Purpose of Organization:
312-2913
j lovato(@,,rosemead.k 12.ca.us
Education: Preschool - 8' grade
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 06-07 146
(Please Complete Attached Backup - Performance Report) 120
FY 07-08
(Est.) FY 08-09 200 (87 July-Dec.)
ROSEMEAD 2008-2009 FINANCIAL SUPPORT: $11,707.00
AGENCY TOTAL BUDGET FOR FISCAL YEAR 2009-2010: $25,493,103
2009-2010 FINANCIAL REQUEST FROM CITY OF ROSEMEAD: $12,000.00
John Lovato
(626) 312-2900, Ext. 232
Dr. Amy Enomoto-Perez
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 Peace Fair and Conflict
Resolution. Reduce bullying and suspensions by 10% as indicated in the California
Healthy Kids Survey and school site documentation.
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:
Conflict Resolution Classes provided to each of the five school sites, the District-wide
Peace Fair, and Parent Encounter.
2. Briefly explain any new programs or services to Rosemead residents during FY 2008-2009. Are any
planned for FY 2009-2010?
Content from Steven Covey's "7 Habits for Highly Successful Families " was integrated into
the Conflict Resolution and Peace Fair Classes. The Conflict Resolution program still
focuses on ways to resolve conflict and effectively communicate within the family. The
addition of the 7 Habits for Successful Families provides parents with strategies for success
in and outside of school. The Peace Fair focused on the foundation of the 7 Habits and Habit
1. The Encounter Parent program focused on Habit 2.
3. How are clients referred to your agency?
The parents of all K-8`h 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.
4. List and explain any major changes in funding patterns or expenditures
No changes to funding are projected.
2
S. List major sources of funding and the amount (i.e. cities, county, state, federal, fundraising, etc.)
Safe and Drug Free Schools - Title TV-- 919, SR9 00 far materials and inwrurtinnal
supplies.
6. What facilities in Rosemead are used to conduct services?
4 elementary and I 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
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: 200
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)
One of our parents (Ms. Luna), is a single mother raising her special needs middle
school son For many years her son has stru Bled academically and has had difficulties
with = personal reponsihilityv Ads Luna a ended all three parent eduratian classes cn far
this year. She has begun utilizing the strategies that she learned in these classes. Her
son is becoming more responsible and is making more academic progress this year.
10. Has your organization conducted the proposed activity before? Yes X No
11. Describe your organization's experience with CDE
In 1996, the District was awarded CDBG funds to
in Conflict Resolution
to the City of Rosemead Park and Recreation leaders, as well as, families in the
12. Total number served in prior years funded by the city of Rosemead
To date, 1,481 clients have been served through the Conflict Resolution Classes and
Peace Fair Classes.
CITY OF ROSEMEAD
PERFORMANCE REPORT FOR FISCAL YEAR 2006-2007
SUMMARY OF DIRECT BENEFIT ACTIVITIES
Pl
ease coun
t number o
f undu licat
ed persons
White
Black not
Hispanic
Asian or
American
SUB-TOTAL
Female
not of
of
Pacific
Indian or
Head of
Hispanic
Hispanic
Islander
Alaskan
Household
Origin
Origin
Native
Above Low Income
81 % or Higher of Median
Income
Low Income 80% of Median
income
1
5
2
8
Very Low 50% of Median
Income
33
4
37
1
Extremely Low Income 30%
of Median Income
3
37
23
63
18
Unknown/Other
1
-
Total
108
19
CITY OF ROSEMEAD
PERFORMANCE REPORT FOR FISCAL YEAR 2007-2008
SUMMARY OF DIRECT BENEFIT ACTIVITIES
Please count number of undu licated persons
White
Black not
Hispanic
Asian or
American
SUB-TOTAL
Female
not of
of
Pacific
Indian or
Head of
Hispanic
Hispanic
Islander
Alaskan
Household
Origin
Origin
Native
Above Low Income
1
1
2
81 % or Higher of Median
0
3
3
Income
Low Income 80% of Median
4
4
8
2
income
Very Low 50% of Median
Income
6
3
9
2
Extremely Low Income 30%
of Median Income
18
11
29
8
Unknown/Other
Total
51
12
CITY OF ROSEMEAD
PERFORMANCE REPORT FOR FISCAL YEAR 2008-2009 (ESTIMATE)
SUMMARY OF DIRECT BENEFIT ACTIVITIES
Please count number of undu licated ersons
White Black not Hispanic Asian or American SUB-TOTAL Female
not of of Pacific Indian or Head of
Hispanic Hispanic Islander Alaskan Household
Origin Origin Native
Above Low Income
81 % or Higher of Median
Income
3
4
7
Low Income 80% of Median
income
6
10
16 4
Very Low 50% of Median
Income 1
2 10
7
20 g
Extremely Low Income 30%
of Median Income
24
29
53 15
Total
13. Proposed Program Budget - FY 2009-2010
(Public Service Requests Only)
CDBG SHARE
OTHER SOURCES
Personnel
$ 11,200.00
$
Equipment
$
$
Supplies
$
$ 600.00
Consultant Services
$
$
Space Rent & Utilities
$
$
Audits
$
$
Other
$ 800.00
$
$
$
$
$
$
$
Total Costs
$ 12, 000.00
is 600.00
5
TOTAL OPERATING BUDGET EXPENSES
Use Whole Dollars Only
A
Most recent
fiscal year
2007/2008
B
Current
Operating Year
2008/2009
C
Proposed Budget
July 1, 2009 to
June 30, 2010
D
Percentage Change'
Expense
Salaries
16,105,545
16,331,308
16,401,179
0.43%
Employee Benefits
4,243,046
4,087,490
4,090,468
0.07%
Employees Payroll Taxes
475,090
603,865
597,353
-1.08%
Profes. & Consultant Fees
1,117,668
1,161,032
1,237,682
6.60%
Supplies
1,781,191
3,589,800
1,735,779
-51.65%
Telephone & Fax
53,918
59,891
11.08%
Postage & Shipping
16,500
17,471
5.88%
Occupancy & Utilities
468,9871
593,023
654,739
10.41 %
Rental & Maint. Of E ui
284,070
311,557
9.68%
Printin & Publishin
0
25,000
27,013
8.05%
Travel and Trans ortation
302,161
335,204
10.94%
Conferences
61,572
62,671
1.78%
Specific Assist. To Individuals
#DIV101
Membership Dues
16,619
21,500
22,102
2.80%
Awards & Grants
0
#DIV/01
Insurance
111,942
116,509
119,771
2.80%
Equipment Purchased
21,021
0
0
#DIV/01
Misc. Expenses
517,060
468,915
497,077
6.01%
Transfer to Other Funds
721,260
496,166
493,384
-0.56%
Dues to National Organizations
0
#DIV101
Others "
0
0
0
#DIV/0!
TOTAL OPERATING BUDGET EXPENDES
26,330,379
28,212,829
26,663,341
-5.49%
Surplus (or Deficit) of Total
Support &Revenue
541,883
2,462,281
1,170,238
Over Expenses
(557,917
1,170,238
Percent Change Between Items in Columns B and C. Please explain Changes Greater than
15% between columns B and C (C-B)fB.
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.
WA
TOTAL OPERATING BUDGET REVENUE
Use Whole Dollars Only
A
Most recent
fiscal year
2007/2008
B
Current
Operating Year
2008/2009
C
Proposed Budget
July 1, 2009 to
June 30, 2010
D
Percentage Change`
Public Support
Contributions
#DIV/0!
Foundation & Private Grants
#DIV/0!
Fundraising/ special Events
#DIV/01
Legacies and Bequests
#DIVIO!
Other Federated O .
#DIVlO!
United Way
#DIV/0!
Misc. Organizations
#DIV/O!
Other
15,627
33,214
33,214
0.00%
Subtotal
15,627
33,214
33,214
0.00%
Government
Federal
2,331,763
2,611,408
2,611,408
0.00%
State
23,859,756
22,807,655
22,539,528
-1.18°0
Local
665,116
298,271
308,953
3.5811/0
Subtotal
26,856,635
25,717,334
25,459,889
-1.00%
Other Revenue
Membership Dues
#DIV/0!
Program Services Fees
#DIV/01
Investment Income
#DIV/0!
Transfer From Other Fund
#DIV/0!
All Other Revenue
#DIWO!
Subtotal.
0
0
0
#DIV/0!
TOTAL REVENUE
26,872,262
25,750,548
25,493,103
-1.00%
Column A Is the Audited or Most Rencently completed 1-Month Period
* Percent Change From B and C (C-B)/B. Please Explain Changes Greater than 15% Percent
I HAVE BEEN AUTHORIZED TO SUBNIIT REQUEST FOR FUNDING
Signature ame
5u~~~ntehdctti-I-
Title
((,Z4,) 312-7-'100
Phone Number
g6t" ,a ds j D~SiT~
Organization
l /I
Date
N
CITY OF ROSEMEAD
PRIVATE OR NON-PROFIT COMMUNITY SERVICE ORGANIZATION
Request for Funding - Fiscal Year 2009-2010
Name of Organization: Housing Rights Center
Address: 520 S. Virgil Avenue, Suite 400
Executive Director: Frances Espinoza
Contact Name: Frances Espinoza
Telephone: (213) 387-8400 ext. 35
Fax: (213) 381-8555
Email: fespinoza@hrc-la.org
Purpose of Organization:
Los Angeles, CA 90020
The Housing Rights Center's purpose is to promote equal opportunity in housing. We do this through by
offering City of Rosemead residents services from our four key areas: (1) Discrimination Complaint
Investigation, (2) Enforcement and Legal Services, (3) Landlord/Tenant Counseling, and (4) Education
and Outreach.
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) FY 06-07 185
FY 07-08 158
(Est.) FY 08-09 170
ROSEMEAD 2008-2009 FINANCIAL SUPPORT: $25,000
AGENCY TOTAL BUDGET FOR FISCAL YEAR 2009-10: $1.47M
2009-2010 FINANCIAL REQUEST FROM CITY OF ROSEMEAD: $25,000
Page 1 of 10
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 175 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 a 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 our 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 2008-2009. Are any
planned for FY 2009-2010?
In 2008/09, HRC designed our first newsletter for property owners and managers. The newsletter
included explanations to the most frequently asked questions by rental property owners. HRC translated
the newsletter into Chinese and Spanish and distributed it throughout Rosemead. The newsletter was well
received so HRC plans to continue this service for property owners in 2009/10.
3. How are clients referred to your agency?
City Hall, Internet (HRC Website: www.hrc-la.org), Phone Book, Outreach Events, Community
Organizations, word-of-mouth.
4. List and explain any major changes in funding patterns or expenditures
There have not been any major changes in funding patterns or expenditures.
Page 2 of 10
5. List major sources of funding and the amount (i.e. cities, county, state, federal, fundraising, etc.).
:AYE 1R
-FUNDING SOURCE
AMOUNT RECEIVED
08/09
Alhambra
$27.000
08/09
Baldwin Park
$15,000
08/09
Carson
$30,096
08/09
Culver City
$20,144
08/09
El Monte
$25,000
08/09
Glendale
$15,000
08/09
Hawthorne
$40,800
08/09
Inglewood
$57,300
08/09
Lancaster
$24,300
08/09
Los Angeles
$411,252
08/09
Los Angeles County
$136,150
08/09
Montebello
$20,000
08/09
Monterey Park
$25,000
08/09
Oxnard
$28,200
08/09
Palmdale
$25,740
08/09
Pasadena
$60,000
08/09
Pasadena Mediation
$40,000
08/09
Pico Rivera
$20,000
08/09
Pomona
$30,000
08/09
Redondo Beach
$22,822
08/09
Rosemead
$25,000
08/09
South Pasadena
$5,000
08/09
Ventura City
$9,000
08/09
Ventura County
$44,550
08/09
West Covina
$15,000
08/09
Whittier
$25,000
08/09
Attorney Fees/Registration from
Training Seminars
$250,000
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 10
8. How many Rosemead citizens do you project will benefit from your program/project: 175
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)
A recent case HRC resolved was for an elderly Rosemead resident and her son who had severe mental
and physical disabilities. The client, who had been a tenant for 13 years, was given a 30-day notice to
vacate. The client was distressed as she was the sole caretaker for her son and would need more time to
secure new housing. After interviewing the client, HRC spoke with the property owner to inform him that
he had served the client with an invalid notice and that he should have given her a 60-day notice to vacate
rather than a 30-day notice. The property owner agreed to issue a new notice. HRC then made a request
for an additional thirty days for the client to vacate her due to her sons multiple disabilities. HRC sent a
letter to the owner outlining the fair housing laws which give people with disabilities the right to request
reasonable accommodations, which are changes in rules, polices, and procedures. The property owner
forwarded our letter to his attorney and his attorney contacted HRC to inform us they would grant the
client a total of 90 days to vacate her unit. HRC requested written verification of the accommodation,
which the attorney faxed to HRC. By resolving the case HRC helped the client and the landlord avoid the
eviction process.
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 more than 20 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. Total number served in prior years funded by the City of Rosemead
Page 4 of 10
CITY OF ROSEMEAD
PERFORMANCE REPORT FOR FISCAL YEAR 2006-2007
SUMMARY OF DIRECT BENEFIT ACTIVITIES
Please count
number of
American
SUB-TOTAL
Female
White
Black not
Hispanic
Asian or
Head of
not of
of
Pacific
Indian or
Hispanic
Hispanic
Islander
Alaskan
Household
Origin
Origin
Native
1
Above Low Income
1
1
1
3
81% or Higher of
10
1
9
5
4
29
Median Income
33
12
18
89
4
Low Income 80%
26
of Median Income
-
-
_
Very Low 50% of
Median Income
4
27
12
2
64
9
9
Extremely Low
19
Income 30% of
Median Income
Unknown/Other
Total
185
14
CITY OF ROSEMEAD
PERFORMANCE REPORT FOR FISCAL YEAR 2007-2008
SUMMARY OF DIRECT BENEFIT ACTIVITIES
Please count
number of u
ndu licated e
rsons
White
Black not
Hispanic
Asian or
American
SUB-TOTAL
Female
not of
of
Pacific
Indian or
Head of
Hispanic
Hispanic
Islander
Alaskan
Household
Ori
Origin
Native
Above Low Income
1
-
3
4
81 % or Higher of
3
8
15
26
1
Median Income
7
54
4
Low Income 80%
4
27
16
of Median Income
1
17
3
Very Low 50% of
2
10
4
Median Income
15
11
57
13
Extremely Low
3
28
Income 30% of
Median Income
Unknown/Other
Total
158
21
Page 5 of 10
CITY OF ROSEMEAD
PERFORMANCE REPORT FOR FISCAL YEAR 2008-2009 (ESTIMATE)
SUMMARY OF DIRECT BENEFIT ACTIVITIES
Please count number of undu licated ersons
White
Black not
Hispanic
Asian or
American
SUB-TOTAL
Female
not of
of
Pacific
Indian or
Head of
Hispanic
Hispanic
Islander
Alaskan
Household
Ori in
Origin
Native
Above Low Income
81 % or Higher of
2
6
6
14
1
Median Income
Low Income 80%
2
18
14
34
4
of Median Income
Very Low 50% of
6
44
6
56
2
Median Income
Extremely Low
10
32
24
66
6
Income 30% of
Median Income
Unknown/Other
Total
170
13
Page 6 of 10
13. Proposed Program Budget - FY 2009-2010
(Public Service Requests Only)
CDBG SHARE
OTHER SOURCES
Personnel Wages
$
19,047
$
991,653
Personnel Fringe Benefits
$
2,233
$
182,217
Single Audit
$
60
$
6,440
Testing/Tester Training
$
158
$
19,842
Travel/Mileage
$
70
$
14,930
Rent/Storage
$
900
$
98,350
Office/Public Info Supplies
$
422
$
24,578
Equip/Computer Consultant
$
893
$
32,107
Phone
$
600
$
26,900
Postage
$
160
$
23,840
Insurance
$
300
$
14,700
PI Internet
$
57
$
4,443
Subscri /Tn Mt
$
100
$
7,000
Total Costs I
s
25,000
$
1,447,000
Page 7 of 10
TOTAL OPERATING BUDGET EXPENSES
Use Whole Dollars Only
A
Most
Recent
Fiscal Year
2007/08
B
Current
Operating
Year
2008/09
C
Proposed
Budget July
1, 2009 to
June 30,
2010
D
Percent
Chan e'
Ex ense
Salaries
920,766
986,043
1,010,700
2.50%
Employee Benefits
100,299
103,314
101,070
-2.17%
Employee Payroll Taxes
76,723
. 81,374
83,380
2.47%
Prof & Consultant Fees
29,911
20,300
20,000
-1.48%
Supplies
37,075
16,820
15,500
-7.85%
Telephone & Fax
26,185
27 500
25,500
-7.27%
Postage & Shipping
13,844
14,700
14,000
-4.76%
Occupancy & Utilities
94,547
96,304
95,000
-1.35%
Rental & Maint. Of Equip.
19,382
20,860
20,000
-4.12%-
Printing & Publishing
19,724
10,200
9,500
-6.86%
Travel and Transportation
13,853
9,400
8,500
-9.57%
Conferences
11,510
3,806
4,000
5.10%
Specific Assist. To Individuals
36,167
41,400
42,000
1.45%
Membership Dues
Awards & Grants
Insurance
13,860
14,000
13,000
-7.14%
Misc. Expenses
24,185
11,485
9,850
-14.24%
Transfer to Other Funds
Dues to National Organizations
TOTAL EXPENSES
1,438,031
1,457,506
1,472,000
0.48%
` Percent Change Between Items in Column B and C. Please Explain Changes Greater than
15% between columns B and C (C-B)/B.
N/A
Explain What is Included in the "Other' Category.
Page 8 of 10
TOTAL OPERATING BUDGET REVENUE
Use Whole Dollars Only
Page 9 of 10
'Column A is the Audited or Most Recently Completed 1-Month Period
"Percent Change From B and C (C-B)/B. Please Explain Changes Greater than 15%
I HAVE BEEN AUTHOIZED TO SUBMIT REQUEST FOR FUNDING
ature Name
Executive Director
Title
(213) 387-8400 ext. 35
Phone Number
Housing Rights Center
Organization
January 14, 2009
Date
Page 10 of 10
CM OF ROSEMEAD
PRIVATE OR NON-PROFIT COMMUNITY SERVICE ORGANIZATION
Request for Funding - Fiscal Year 2009-2010
Name of Organization:
Address:
Morrison Management Specialist
8329 De Celis Place, North Hills. CA 91343
Executive Director:
Nadar Poursadeghi
Contact Name:
Nadar Poursadeghi
Telephone:
818-362-9552
Fax:
818-362-2878
Email:
npour
aol.com
Purpose of Organization:
-
Food Service
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 07-08
(Please Complete Attached Backup - Performance Report)
FY 08-09 415
(Est.) FY 09-10 415
AGENCY TOTAL BUDGET FOR FISCAL YEAR 2008-2009: $74,397
2008-2009 FINANCIAL REQUEST: $69,300
CITY OF ROSEMEAD
PRIVATE OR NON-PROFIT COMMUNITY SERVICE ORGANIZATION
Request for Funding - Fiscal Year 2009-2010
Name of Organization: Morrison Management Specialist
Address: 8329 De Celis Place North Hills CA 91343
Executive Director: Nadar Poursadeghi
Contact Name: Nadar Poursadeghi
Telephone:
h 18-362-9SJ2
Fax:
818-362-2878
Email:
npour@aol com
Purpose of Organization:
Food Service
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 07-08
(Please Complete Attached Backup - Performance Report)
FY 08-09 415
(Est.) FY 09-10 415
AGENCY TOTAL BUDGET FOR FISCAL YEAR 2008-2009: $74,397
2008-2009 FINANCIAL REQUEST: $69,300
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: Provide meals to seniors
Objectives: Provide food services to seniors
Programs designed to meet goals and objects:
2. Briefly explain any new programs or services to Rosemead residents during FY 2008-2009. Are any
planned for FY 2009-2010?
Continue existing services
3. How are clients referred to your agency?
Not applicable/City of Rosemead
4. List and explain any major changes in funding patterns or expenditures
Reduction in the number of meals served to seniors
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: Provide meals to seniors
Objectives: Provide food services to seniors
Programs designed to meet goals and objects:
2. Briefly explain any new Programs or services to Rosemead residents during FY 2008-2009. Are any
planned for FY 2009-2010?
Continue existing services
3. How are clients referred to your agency?
Not applicable/City of Rosemead
4. List and explain any major changes in funding patterns or expenditures
Reduction in the number of meals served to seniors
5. List major sources of funding and the amount (i.e. cities, county, state, federal, fundraising, etc.)
CDBG and General Fund
6. What facilities in Rosemead are used to conduct services?
Rosemead City Recreation Center and Garvey 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
Homeless Persons
Migrant Farm Workers
X Elderly Persons
8. How many Rosemead citizens do you project will benefit from your program/project: _415_
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 _X No
11. Describe your organization's experience with CDBG
15 years experience providing food services for seniors
12. Total number served in prior years funded by the city of Rosemead 15
5. List major sources of funding and the amount (i.e. cities, county, state, federal, fundraising, etc.)
CDBG and General Fund
6. What facilities in Rosemead are used to conduct services?
Rosemead City Recreation Center and Garvey 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
Homeless Persons
Migrant Farm Workers
X Elderly Persons
8. How many Rosemead citizens do you project will benefit from your program/project: _415_
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 X No
11. Describe your organization's experience with CDBG
15 years experience providing food services for seniors
12. Total number served in prior years funded by the city of Rosemead 15
TOTAL OPERATING BUDGET EXPENSES
Use Whole Dollars Only
A
Current
Operating Year
2008-2009
B
Proposed Budget
July 1, 2009 to
June 30 2010
C
Percent Change'
Expense
Salaries
Employee Benefits
Employees Payroll Taxes
Profes. & Consultant Fees
Supplies
$747397
$69,300
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
Other
Surplus (or Deficit) of Total
Support & Revenue
Over Expenses
* Percent Change Between Items in Columns B and C. Please explain Changes Greater than
15% between columns B and C (C-B)/B.
Reduction in meals
Explain What is Included in the "Other" Category.
N/A
4
TOTAL OPERATING BUDGET EXPENSES
Use Whole Dollars Only
A
Current
Operating Year
2008-2009
B
Proposed Budget
July 1, 2009 to
June 30 2010
C
Percent Change'
Expense
Salaries
Employee Benefits
Employees Payroll Taxes
Profes. & Consultant Fees
Supplies
$74,397
$69,300
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
Other
Surplus (or Deficit) of Total
Support & Revenue
Over Expenses
* Percent Change Between Items in Columns B and C. Please explain Changes Greater than
15% between columns B and C (C-B)B.
Reduction in meals
Explain What is Included in the "Other" Category.
N/A
4
I HAVE BEVT AUTHORTXED Ta SUBMIT REQVM FOR FUNDWG
Sig -xtnre Nam
~7k Phone Number
At 2
Organization
Date
I HAVE BEEN AU MOREVED Ta SIIBWr REQUEST FOR FUNDING
~Signa~nreNam
~ 7,
Pbione Number
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Qgnjxati0~1
Date