COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM FY 2019 REQUEST FOR PROPOSALS (RFP) HANDBOOK

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1 CMMUIY VLPM BLCK G PGM FY 2019 QU F PPL (FP) HBK conomic evelopment epartment Community evelopment ivision ovember 2017

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3 City of an iego FY 2019 CBG FP Handbook BL F C I. IUCI... 1 II. GL IFMI... 1 III. FP PC L QUIM... 6 IV. FY 2019 FP PH CHUL V. IFMI PCIFIC PJC CGI F FP PH VI. FP CI & IUCI VII. PFMC IIC VIII. CMPLIC I PPLICBL L, UL, GULI IX. IFMI PCIFIC F GM XCUI PC X. CHM i

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5 City of an iego FY 2019 CBG FP Handbook I. IUCI he purpose of this Handbook is to guide interested parties through the City of an iego s Community evelopment Block Grant (CBG) equest for Proposals (FP) phase for Fiscal Year (ogether with the prior equest for Qualifications (FQ) phase, the entire process is referred to as the otice of Funding vailability or F.) his Handbook provides a general overview of this phase and applicable requirements and is for informational purposes only. It is not intended to be a full disclosure of all applicable federal, state and/or local rules, regulations, procedures, and/or reporting requirements. Information provided in this Handbook may be changed as needed. he CBG ntitlement Communities Program provides federal assistance from the U.. epartment of Housing and Urban evelopment (HU) to nearly 1,000 of the largest localities in the country. he statutory primary objective of the CBG Program is the development of viable urban communities, principally for low- to moderate-income persons (LMI), through: 1. ecent housing 2. uitable living environment 3. xpanded economic opportunity ince 1974, the CBG Program has provided a flexible source of annual funding to communities nationwide. he program offers local governments, with citizen participation, the opportunity to fund certain projects, programs, and/or public services provided that these meet one of three national objectives: 1. Benefit low/moderate-income (LMI) persons, 2. Prevent or eliminate slums and blight, 3. Meet an urgent need. II. GL IFMI he City of an iego receives annual CBG entitlement funds. he FY 2019 entitlement estimates have not been released to date. he City received $10,912,952 FY 2018 CBG entitlement funds, and this amount will be used to estimate the FY 2019 entitlement budget. he City also anticipates receiving CBG Program Income funds related to a CBG epayment greement with the former City of an iego edevelopment gency. he City of an iego s FY Consolidated Plan for HU Programs established budgetary priorities for the City s annual CBG entitlement funds. hese include: Public ervices 15% (HU regulatory cap) Community & conomic evelopment 10% Capital Improvement Program 55% Includes: onprofit Capital Improvement Projects & Housing ehabilitation dministration & Planning 20% Please note that up to $1,318,078 of the annual public services funds will be set aside for the City s homeless programs, per City Council Policy Page 1 of 36

6 City of an iego FY 2019 CBG FP Handbook Based on the additional resources, the estimated budget for the FY 2019 CBG FP Phase is as follows: 1. $742,280 for Public ervices (P) projects; 2. $300,000 for mall/merging rganization P projects; 3. $3,000,000 for Community & conomic evelopment (C) projects; 4. $2,000,000 for onprofit Capital Improvement Projects & Multifamily Housing ehabilitation (CIP & H) projects; 5. $2,000,000 for ingle-family Housing ehabilitation (H) projects; and 6. $2,000,000 for ustainability ehabilitation (U) projects. : he estimated FY 2019 budget of $10,042,280 for the FP categories above is contingent upon annual federal budget appropriations and is subject to change. For FY 2019, CBG funding recommendations is based on a two-phase otice of Funding vailability (F) application process: equest for Qualifications (FQ) and equest for Proposals (FP). ll FY 2019 CBG applicant organizations must have successfully completed both phases in order to be considered for FY 2019 CBG funding. rganizations that did not successfully complete the FQ phase are precluded from participating in the FP phase. he FQ phase was completed in ovember otifications were sent to participating organizations confirming whether they were deemed QULIFI or QULIFI to participate in the FY 2019 CBG FP phase. total of seventy-six (76) organizations submitted FY 2019 CBG FQ responses. f those, seventy-three (73) organizations were deemed QULIFI to participate in the City of an iego s FY 2019 CBG FP phase. n FP response will be deemed eligible for scoring if it is complete and accurate and describes activities consistent with applicable HU regulations and City requirements. ny FP response that is deemed ineligible by the Community evelopment ivision will not be forwarded to the Consolidated Plan dvisory Board (CPB) for their review and scoring. (xamples of ineligible FP responses are listed on page 8.) he CPB will review each eligible project proposal in accordance with the approved FY 2019 coring Criteria for each category of funding. ach proposed CBG project must: 1. arget one of the Goals listed in the City of an iego s FY 2015-FY 2019 Consolidated Plan (Con Plan). efer to the six (6) Con Plan Goals that may be supported with CBG funds: GL 1: GL 2: GL 3: nhance the City s economic stability and prosperity by increasing opportunities for job readiness and investing in economic development programs. trengthen neighborhoods by investing in the City s critical public infrastructure needs. Improve housing opportunities by creating and preserving affordable rental and homeowner housing in close proximity to transit, employment, and community services. Page 2 of 36

7 City of an iego FY 2019 CBG FP Handbook GL 4: GL 5: GL 6: ssist individuals and families to stabilize in permanent housing after experiencing a housing crisis or homelessness by providing clientappropriate housing and supportive service solutions. Invest in community services and non-profit facilities that maximize impact by providing new or increased access to programs that serve highly vulnerable populations such as youth, seniors, and food insecure households. Meet the needs of persons with HIV/I and their families through the provision of housing, health, and support services. 2. Be an ligible ctivity consistent with the provisions of 24 CF 570 (ubpart C) and City Council Policy ; and 3. emonstrate compliance with meeting the ational bjective of benefitting low- and moderate-income persons residing in the City of an iego. FY 2019 CBG FP orkshop ll qualified CBG applicant organizations are required to attend session of the Mandatory FY 2019 CBG FP orkshop. here will be four (4) workshop sessions offered to meet this requirement. ach session will cover all FP categories and the same material. t least one (1) permanent staff member from the applicant organization must attend one session to meet the attendance requirement. It is highly recommended that the following attend a workshop session: (1) the applicant personnel who will be completing the FP response and designated as the FP contact; (2) the applicant personnel responsible for completing and reporting FP program information; and (3) the applicant personnel responsible for completing and reporting FP budget information. [: ttendance by for hire grant writers, interns, volunteers, custodial staff, and unpaid applicant representatives will not meet the Mandatory FP orkshop attendance requirement. However, a member of the Board of irectors may represent the organization if it has no paid personnel.] t the Mandatory orkshop sessions, City staff will provide a brief overview on navigating the FY 2019 CBG FP application in the conomic evelopment Grants Management ystem ( Grants). Links to resources and step-by-step Grants navigation guides will also be posted in the esources tab of Grants and on the CBG Program website. Prior to the release of the FY 2019 CBG FP, qualified organizations were notified of their determination via , which also included information on the Mandatory orkshop and how to VP for the sessions. It was noted that participation in the FP workshops was limited to three (3) attendees per organization in order to accommodate all applicants. he instructed organizations to call (619) by ovember 21, 2017, and provide the following information for each attendee to reserve their spots: 1. ttendee First and Last ame; 2. ttendee fficial Position/itle 3. Full Legal ame of ttendee rganization; 4. ttendee mail ddress 5. anked Preference for Mandatory orkshop essions 6. Confirmation of Interest for ptional pen Lab ( Grants navigation) Page 3 of 36

8 City of an iego FY 2019 CBG FP Handbook he deadline for VP submittals was ovember 21, 2017, at 5:00 p.m. (P). essions and spots were assigned on a first come, first served basis. orkshop registration confirmations were sent by the Community evelopment ivision on ovember 22, pplicants that did not submit an VP were assigned a workshop session, based on available spots. he workshop information is as follows: Location ession ate ign-in orkshop 1 uesday, ovember 28, :30-10:00 a.m. 10:00-11:30 a.m. Valencia Park/Malcolm X Branch Library 5148 Market treet an iego uesday, ovember 28, 2017 ednesday, ovember 29, :00-1:30 p.m. 1:30-3:00 p.m. 9:30-10:00 a.m. 10:00-11:30 a.m. 4 ednesday, ovember 29, :00 1:30 p.m. 1:30 3:00 p.m. ll attendees must sign in prior to the start of the workshop session. Confirmation of mandatory attendance will be based on the sign-in sheets. n applicant s failure to attend the full 90-minute session of the mandatory FY 2019 CBG FP orkshop (i.e., late arrivals or early departures in addition to complete absence) will cause all FPs submitted by that applicant to be deemed ineligible for scoring per Council Policy In addition to the Mandatory FY 2019 CBG FP orkshop, an optional hands-on open lab will be held for those who would like to log into Grants and receive City staff support on the spot regarding navigation issues. here will be two (2) sessions offered: Location ession ate ign-in Lab Civic Center Plaza 1200 hird venue, 8 th Floor an iego hursday, ecember 7, 2017 hursday, ecember 7, :00-9:30 a.m. 9:30 a.m.-12:00 p.m. 1:30-2:00 p.m. 2:00-4:00 p.m. : CBG program and eligibility questions will not be addressed at the hands-on open lab. lso, additional open lab sessions may be held on hursday, January 11, 2018, at the same location and times noted above if there is sufficient interest. FY 2019 CBG FP ubmittals pplicant organizations will be required to complete one (1) or more FY 2019 CBG FP application available through Grants. pplications vary by project type. : H CPY, FX, MIL, L FP P ILL B CCP. Page 4 of 36

9 City of an iego FY 2019 CBG FP Handbook In order to expedite the FP phase, applicants should take the following into consideration: 1. nsure the Primary epresentative in Grants for your organization has authorization to submit the FY 2019 CBG FP response on behalf of your organization (e.g., Head of the rganization). he econdary epresentative will have data entry privileges in Grants but will not be allowed to submit the FY 2019 FP response on behalf of the organization. ny changes to the Primary epresentative or econdary epresentative will require City staff action, and so any update requests must be done by 5:00 p.m. (P) on Friday, January 12, 2018, prior to the FP response deadline. 2. nsure that all required fields are completed correctly and all required documents are uploaded into Grants. pplicants will not be able to complete the submission process if there are errors or missing information. [: FP responses with wrong or incomplete documents uploaded may be deemed ineligible.] 3. he FP application contains a 2,500 maximum character count (not word count) for each of the required narrative fields. For the purposes of the online submission, a character is defined as a letter, number, punctuation, or space (a blank space caused by hitting the space bar on the keyboard). 4. hen cutting and pasting from a M ord document into the required fields, the field should be limited to text characters only. o tables, symbols, or images should be entered due to the character count limitations. Failure to do so may cause formatting issues. 5. hird-party certifications regarding real property, if applicable, must be signed and dated by an authorized representative of the third party using the forms provided by the City and available via Grants. Prior to uploading each applicable third-party certification as a PF into Grants, ensure that complete information and original authorized signatures are on the hard copy forms. he hard copies do not need to be submitted to the City. [: FP responses with wrong or incomplete documents uploaded may be deemed ineligible.] 6. nsure that the Primary epresentative submits the FY 2019 CBG FP through Grants by the designated deadline. [: Grants will not accept submittals from the econdary epresentative.] nsure that the Primary epresentative s password is up to date and active (any changes can take up to forty-eight (48) hours to process.). 7. n confirmation listing the FY 2019 CBG FP submission date and time will be sent by Grants. pplicants should send an to CBG@sandiego.gov if no confirmation is received after submission. pplicants needing access to a computer or the Internet to complete their FP responses may utilize resources in the Community evelopment ivision ffice (i.e., computer, scanner, etc.) during normal business hours only. pplicants requiring this access must submit a request to the Community evelopment ivision s (CBG@sandiego.gov) and provide the following: 1. pplicant organization name; 2. ame(s) and title(s) of organization staff; and 3. hree (3) potential date/time combinations (minimum 48-hour notice). hese dates/times must be before 5:00 p.m. (P) on hursday, January 11, dditional details regarding computer/internet access appointments will be provided when applicants receive confirmation of a scheduled date and time to meet with Community evelopment ivision staff. Page 5 of 36

10 City of an iego FY 2019 CBG FP Handbook FP P UBMII LI: he deadline for FP response submission is on or before uesday, January 16, 2018, at 11:59 p.m. (P) via Grants. ue to using an online technology system such as Grants, which is dependent on a working Internet connection, it is highly encouraged that FP responses be submitted well in advance of the deadline. Late submittals will not be accepted by Grants. It is the responsibility of applicants to be sure their FP responses are submitted via Grants ahead of time. taff support to address technical/i questions regarding Grants ends promptly at 12:00 p.m. (P) on uesday, January 16, 2018 (staff will not entertain questions received after this deadline). Paper copies of the FP response materials will not be accepted, and extension requests will not be entertained. Pre-ward Costs pplicants should note that any premature commitment or expenditure of funds for proposed activities is prohibited. o project expenses will be eligible for CBG reimbursement if they have been incurred or commissioned prior to an environmental review and clearance. Project expenses will also not be eligible for CBG reimbursement if they have been incurred or commissioned prior to the project start date identified in the executed FY 2019 CBG agreement with the City of an iego. III. FP PC L QUIM he City of an iego s FY 2019 CBG FP for the following categories was made available to qualified organizations on Monday, ovember 27, 2017: 1) Public ervices (P); 2) mall/merging rganization P; 3) Community and conomic evelopment (C); 4) onprofit Capital Improvement Projects & Multifamily Housing ehabilitation (CIP/H); 5) ingle-family Housing ehabilitation (H); and 6) ustainability ehabilitation (U). FY 2019 CBG FP responses must be received by Grants by 11:59 p.m. (P) on January 16, 2018, in order to be considered for funding. ll FP submittals will be tracked by date and time. CHICL IC QUI ll questions related to the FP need to be submitted in writing to CBG@sandiego.gov no later than noon (P) on January 8, 2018, with FP Question included in the subject line. o expedite the response to your question, please provide the following in your 1. pplicant organization name; 2. FP category (P; mall/merging rganization; C; CIP/H; U) 3. opic of the question: a. Grants; Page 6 of 36

11 City of an iego FY 2019 CBG FP Handbook b. Project specifics and eligibility; c. Budget; d. General administration; and/or e. ther (specify). 4. Listing of actual question(s) or clarifications needed. he Community evelopment ivision will provide a written response. Frequently sked Questions (FQs) will be posted in Grants as warranted (refer to the FQs tab). It is the responsibility of the applicant to periodically check the FQ page for new listings. 30-minute ne-on-ne echnical ssistance meeting with City staff may be requested by calling (619) echnical assistance will consist of discussing CBG eligibility and FP requirements. ssistance ILL be provided in terms of developing a project or providing recommendations and/or feedback on draft written FP responses completed by applicants. he technical assistance appointments will be available during the period of ovember 30 through ecember 19, 2017, excluding weekends and any City holidays. listing of available appointment slots will be posted on the CBG Program website ( for applicants to refer to prior to setting up an appointment via telephone only. ppointments will be assigned on a first come, first served basis. o expedite your request, please provide the following during your telephone call: 1. pplicant organization name; 2. ame and job title of each rganization attendee; 3. FP category (P; mall/merging rganizations; C; CIP/H; U); and 4. Identify whether the questions are regarding: a. Grants; b. Project specifics and eligibility; c. Budget; d. General administration; and/or f. ther (specify). 5. Listing of actual question(s) or clarifications needed (may be ed if extensive) : ll feedback and guidance provided during these meetings is limited to the extent of project details presented by the applicants. Community evelopment ivision staff will promptly respond to appointment requests with a confirmed date and time. Meetings will be held at the conomic evelopment epartment ffice located at 1200 hird venue, uite 1400, an iego, C [: Parking validations will not be provided.] CMMUIY VLPM IVII FP VI Community evelopment ivision (C) staff will review all FP responses received by the deadline for completeness and eligibility. It is anticipated that on or before January 29, 2018, Page 7 of 36

12 City of an iego FY 2019 CBG FP Handbook organizations will receive written notification regarding one of the following determinations resulting from the FP response review: 1. ligible: Compliance with all submission requirements has been verified, and no eligibility issues were identified. ligible responses to the FP will be made available to the City s Consolidated Plan dvisory Board for review and scoring. 2. Ineligible: pplicants will automatically be deemed ineligible for FY 2019 CBG funding consideration if the following is determined: ) he FP response was not submitted via Grants by the deadline [: he online system will not accept FP responses after the deadline.]; B) pplicant organization staff did not attend one of the four (4) Mandatory FY 2019 CBG FP orkshop sessions conducted; C) conflict of interest issue was identified, based on responses to the Questionnaire egarding Conflict of Interest ; ) Incorrect or incomplete attachments were included in the submittal; ) he applicant submitted a proposal under an incorrect FP category, based on proposed target population or activities described; F) he applicant will not be providing direct services to City of an iego residents; G) he applicant has submitted an CIP/H or U proposal and currently has an in-progress/open City of an iego CBG-funded CIP/H or U project at the same location/facility; H) he applicant has submitted an CIP/H or U proposal and did not submit documentation/confirmation of required site control or ownership approval; and I) he application describes activities that are inconsistent with applicable HU regulations and/or City requirements. Ineligible FP responses will not be reviewed in their entirety by C staff and will not be considered for scoring by the Consolidated Plan dvisory Board. ritten notifications will be sent to applicants regarding any ineligibility determinations. pplicants may also check the status of their proposals in Grants. Upon conclusion of the C staff review process, all applicable FY 2019 CBG FP materials for projects determined to have met the FP eligibility requirements will be made accessible in Grants to the Consolidated Plan dvisory Board (CPB) for their review and scoring. Page 8 of 36

13 City of an iego FY 2019 CBG FP Handbook FP VI PC: Consolidated Plan dvisory Board eview and ecommendations to City Council, City Council pproval, and xecution of FY 2019 CBG greements ach Consolidated Plan dvisory Board (CPB) member will review and score eligible FY 2019 CBG FP project proposals. d Hoc Committees may be formed, if deemed necessary by the CPB. Upon completion of their project proposal reviews, each CPB member will submit their resulting individual scores in Grants. he average score for each project proposal that was reviewed will be used to rank the submittals from highest to lowest for each category: (1) Public ervices; (2) mall/merging rganizations P; (3) Community and conomic evelopment; (4) onprofit Capital Improvement Projects & Multifamily Housing ehabilitation; (5) ingle-family Housing ehabilitation; and (6) ustainability ehabilitation. hese scores will be posted on the CBG Program website. C staff will present the scores and resulting recommendations for funding to CPB during its regularly scheduled meeting on March 14, CPB members will be asked to ratify the FP scores and funding recommendations for submission to the City Council for its approval. Pertinent information regarding dates, times and/or locations of these meetings will be posted on the CBG Program website as soon as it is available. Information will be made available in alternative formats upon request, as required by the mericans with isabilities ct (). If you require disability-related modifications or accommodations to facilitate meeting participation, including requests for auxiliary aids, services or interpreters, please contact the City Clerk s ffice at (619) or send an to CityClerk@sandiego.gov as far in advance of the meeting as possible. Furthermore, if you require language translation, please contact the Community evelopment ivision at (619) as far in advance of the meeting as possible. C staff will present CPB s FY 2019 CBG funding recommendations to the City Council for its consideration and approval during a public hearing in late March/early pril he time and date for this meeting will be provided once confirmed. his Council ction may be followed by a subsequent public hearing to complete the City s FY 2019 nnual ction Plan. he ction Plan includes a description of the allocation of all CBG resources and constitutes the application to HU for receipt of the City s FY 2019 CBG entitlement. he nnual ction Plan must be submitted to HU on or before May 15, Concurrent with the nnual ction Plan process, C staff will conduct Mandatory FY 2019 CBG greement xecution Process orkshops to be attended by applicants awarded FY 2019 CBG funding. rganizations recommended for funding will be required to submit documentation prior to the execution of agreements. ll agreements must be executed by July 1, 2018, and failure to do so may result in future point deductions related to the Performance Indicator portion of the coring Criteria. Please note insurance documents must be submitted to the Community evelopment ivision by early June 2018, to ensure agreements can be executed by July 1, efer to the City of an iego Purchasing & Contracting Insurance Checklist for additional information on insurance requirements. Page 9 of 36

14 City of an iego FY 2019 CBG FP Handbook IV. FY 2019 FP PH CHUL 11/27/17 FY 2019 CBG FP released via Grants 11/28 29/17 Mandatory FY 2019 CBG FP orkshop: Four (4) sessions available by VP 11/30/17 12/19/17 ne-on-ne echnical ssistance Meetings vailable 12/07/17 ptional Grants avigation pen Lab: wo (2) sessions available; no VP needed 12/25/17 fficial City holiday; offices closed 01/01/18 fficial City holiday; offices closed 01/08/18 01/11/18 01/11/18 01/12/18 12:00 p.m. (P) deadline to FP questions (not related to Grants navigation) to City staff ptional Grants avigation pen Lab: wo (2) sessions available; no VP needed 5:00 p.m. (P) deadline to use City computer/internet to submit FP responses 5:00 p.m. (P) deadline to request updates to Primary/econdary epresentatives in Grants 01/15/18 fficial City holiday; offices closed 01/16/18 01/16/18 01/17-26/18 01/29/18 01/29/18 12:00 p.m. (P) deadline to request Grants navigation assistance/staff support FY 2019 CBG FP responses due in Grants on or before 11:59 p.m. (P) Community evelopment ivision (C) FP review of FP responses FY 2019 CBG FP materials available to Consolidated Plan dvisory Board (CPB) members for review and scoring through Grants rganizations are notified of final eligibility determination based on C staff review of FP materials 03/08/18 CPB FY 2019 CBG FP scoring results submitted to C 03/14/18 CPB Meeting FY 2019 CBG FP scores and funding recommendations approved by CPB to be forwarded to City Council for consideration : ll of the dates outlined in this Handbook are tentative and may be subject to change. Check the CBG Program website ( for timely updates. Page 10 of 36

15 City of an iego FY 2019 CBG FP Handbook V. IFMI PCIFIC PJC CGI F FP PH here are six (6) types of CBG Project Categories, as described below: 1. Public ervices (P): his category is limited to projects that provide defined social services or other direct assistance to individuals, and not to the general public as a whole. pplicants must consider the following with regard to their project proposals: a. ssistance provided with CBG funds is limited to City of an iego residents only. b. o allocation of funds less than $50,000 will be awarded to P projects. c. P projects must demonstrate direct benefits/services provided by applicant organizations to low- or moderate-income (LMI) persons, and not entirely through the hiring of subcontractors. d. pplicants must directly be able to demonstrate that the project meets a CBG ational bjective and that 51 percent or more of the clients served by the project are LMI (i.e., have incomes below 80 percent of the rea Median Income). (Current HU Income Levels are included as an attachment to this FP Handbook.) pplicants awarded with FY 2019 CBG funding must maintain written documentation on unduplicated City of an iego clients served (including household income, race and ethnicity data, and head of household status). Monthly data submission will be required. pplicants must be able to demonstrate it has an intake and documentation process that would ensure the accurate collection and reporting of such data on a monthly basis. e. pplicants may satisfy the requirement to serve LMI clientele by serving Presumed Low/Moderate-Income Persons. Presumed LMI Persons include the following groups: abused children, battered spouses, elderly persons (62 years or older), severely disabled adults (as defined by the Bureau of Census), homeless persons, illiterate adults, persons living with I, and migrant farm workers. lthough household income will not be required to be documented, applicants must verify and document the membership of their clients in the defined populations, race and ethnicity data, and head of household status. In addition, projects serving Presumed LMI Persons must ensure 100 percent of their clientele are Presumed LMI Persons. f. irect cash payments to individual clients is not an eligible project activity. (his includes rent, utilities, and security deposits.) However, stipends to LMI clients served may be eligible, subject to City approval, if the stipends are demonstrated to be an integral part of the service being provided, are explicitly called out in the project budget, and are paid to individuals on the organization s payroll. g. he provision of tenant subsidies exclusively for rental payments is not an eligible project activity. h. If your organization did not receive FY 2018 CBG funding under the P category, a ne-on-ne echnical ssistance appointment with the Community evelopment ivision is highly recommended during the FP phase. Please ensure detailed descriptions of your organization s proposed CBG activities are presented for discussion. 2. mall/merging rganization P: his category is open only to organizations that have been deemed qualified via the FY 2019 Capacity Building FQ rack. uch organizations may apply for $50,000 to implement a P project only (other project types are excluded) and acquire audited financial statements. rganizations awarded CBG funding under this category will be required to participate in a nonprofit capacity building training over Page 11 of 36

16 City of an iego FY 2019 CBG FP Handbook several months jointly sponsored by the City of an iego and the University of an iego. pplicants should refer to the P category description above for what they must consider when preparing their P project proposals. 3. Community and conomic evelopment (C): his category is limited to projects that provide microenterprise assistance (technical assistance, general business support, and loans) only. pplicants must consider the following with regard to their project proposals: a. ssistance provided with CBG funds is limited to City of an iego clients and businesses located in the City of an iego only. b. o allocation of funds less than $50,000 will be awarded to C projects. c. C projects must demonstrate technical microenterprise assistance services provided directly by the applicant organization to individual LMI clients or individual businesses owned by LMI persons, and not entirely through the hiring of subcontractors. d. pplicants must directly be able to demonstrate that the project meets the CBG ational bjective of benefitting LMI clientele. i. ne hundred percent of the clients assisted must be individuals from LMI households. (Current HU Income Levels are included as an attachment to this FP Handbook.) pplicants awarded FY 2019 CBG funding to complete this activity must maintain written documentation on unduplicated City of an iego LMI clients (including household income, race and ethnicity data, and head of household status). Client household income verification and eligibility determination is required prior to the provision of CBG assistance under this category. pplicants must be able to demonstrate they have an intake and documentation process that would ensure the accurate collection and reporting of such data on a monthly basis. e. ote that the CBG definition of a microenterprise is a business that has five (5) or fewer employees, one (1) or more of whom owns the enterprise. ll part-time and full-time employees on the business payroll at the time of assistance and/or loan or grant application must be counted. ligible microenterprise assistance activities refer to loans, grants, technical assistance, and/or general support services to LMI business owners or potential LMI business owners that lead to the establishment of either new businesses or the expansion of existing (and stable) businesses (e.g., new employees, higher sales volume or revenue, etc.). In addition, applicants may apply for funding to receive CBG funds to capitalize grants to microenterprises of no more than $10,000 per microenterprise. If funded, microenterprise assistance projects must be able to track and report the status of the businesses assisted for no less than three (3) years after CBG project closeout. Projects that only provide general workshops or on-the-job training as services to assist individual clients and refer them for job placements will not qualify as a microenterprise assistance project. In addition, projects that provide workshops or classroom curriculum with no direct individual assistance provided to clients in the establishment of a new business or in the expansion of an existing business will not qualify as a microenterprise assistance project. Funding requests for such activities must be submitted under the P category. f. pplicants awarded funding to implement microenterprise assistance activities will be required to coordinate with other awarded applicants in the C category to: (1) ensure clients receiving the same type of microenterprise assistance from other awarded applicants are not reported more than once to the City; and (2) ensure businesses established or expanded as a result of receiving the same type of Page 12 of 36

17 City of an iego FY 2019 CBG FP Handbook microenterprise assistance from other awarded applicants are not reported more than once to the City. g. Businesses or clients reported within the past three (3) fiscal years to the City by the applicant as a result of receiving CBG funds during those fiscal years to implement microenterprise assistance may not be counted towards meeting the applicant s client/business assisted goals in FY [XCPI: Businesses previously reported but demonstrably shown to have been expanded due to microenterprise assistance received in FY 2019 may be counted towards meeting the applicant s FY 2019 goals.] h. Provision of direct cash payments to individual households, clients, or business owners is not an eligible project activity. i. If your organization did not receive FY 2018 CBG funding under the C category, a ne-on-ne echnical ssistance appointment with the Community evelopment ivision is highly recommended during the FP phase. Please ensure detailed descriptions of your organization s proposed CBG activities are presented for discussion. 4. onprofit Capital Improvement Projects (CIP) & Multifamily Housing ehabilitation (H): his category is limited to projects that will result in: (a) completion of improvements to facilities operated by nonprofit applicants to provide onsite public services; or (b) the completion of housing rehabilitation improvements to multifamily housing structures. pplicants must consider the following with regard to their project proposals: a. Project sites must be located in the City of an iego and serve City of an iego residents only. b. o allocation of CBG funds of less than $100,000 will be awarded to individual CIP and H projects. c. rganizations must complete separate FP submittals for proposed improvements to nonprofit facilities located at different sites/addresses. d. rganizations with a currently ongoing FY 2016, FY 2017, or FY 2018 CBG-funded facility improvement project at the time of the FY 2019 FP response submission are prohibited from submitting a FY 2019 FP response to improve the same facility per Council Policy e. pplicants will be responsible for directly demonstrating and maintaining documentation that the project meets a CBG ational bjective upon completion of project activities through five (5) years after the project completion date reported to HU. In addition, applicants will be responsible for ensuring the quality of the improvements completed are properly maintained during that same period. ocuments may be recorded against the property to certify/ensure compliance of meeting this requirement, as stated in an iego City Council Policy f. pplicants serving all residents of a designated area that is primarily residential may meet a CBG ational bjective (Low- and Moderate-Income rea Benefit) by documenting that at least 51 percent of the beneficiaries are LMI for the area served. (HU eligible census block groups are included as an attachment to this FP Handbook.) g. Projects completing improvements to centers serving seniors, centers serving persons with disabilities, homeless facilities, centers serving youth, abused and neglected children facilities, and facilities for I patients may be considered as serving Presumed Low/Moderate-Income Persons. Presumed LMI Persons include the following groups: abused children, battered spouses, elderly persons (62 years or older), severely disabled adults (as defined by the Bureau of Census), Page 13 of 36

18 City of an iego FY 2019 CBG FP Handbook homeless persons, illiterate adults, persons living with I, and migrant farm workers. In order to be recognized as a project that serves Presumed LMI Persons, 100 percent of the project clients served must represent these populations listed. lthough household income will not be required to be documented, verification of how clients meet the defined populations will require documentation. ocumentation of race and ethnicity data and head of household status will also be required. If 100 percent of the project clients are Presumed LMI Persons, then the project must ensure that 51 percent or more of the clients served by the project have incomes below 80 percent of the rea Median Income. (Current HU Income Levels are included as an attachment to this FP Handbook.) pplicants awarded FY 2019 CBG funding to complete these activities must maintain written documentation on unduplicated City of an iego low-income clients (including household income, race and ethnicity data, and head of household status) using the facility after completion of the improvements (i.e., received direct services onsite). t minimum, data will be required to be submitted for a duration of two (2) months after the facility improvements are made accessible to City of an iego clients. h. Projects completing housing rehabilitation activities will be required to document that 100 percent of the households assisted are LMI households. (Current HU Income Levels are included as an attachment to this FP Handbook.) pplicants awarded with FY 2019 CBG funding to complete these activities must maintain written documentation on unduplicated City of an iego low-income households (including household income, race and ethnicity data, and head of household status). Household income verification and eligibility determination is required prior to the provision of CBG assistance. i. Funding to complete improvements to temporary shelters and transitional housing for the homeless (including battered spouses, disaster victims, runaway children, drug offenders, and parolees) are not considered to be housing rehabilitation activities. j. Funding to complete improvements to neighborhood clinics, hospitals, nursing homes, and convalescent homes are not considered to be housing rehabilitation activities. k. Funding to complete water/sewer improvements, street improvements, or other public right-of-way improvements are not eligible to request funds through this FY 2019 CBG FP. l. Facility improvements for areas not used by clients served are not allowable and may not be included in the description of project activities to be conducted. m. Housing improvements for areas outside of the primary structure or unit are not allowable and may not be included in the description of project activities to be conducted. n. Funding for design and plan development is not allowable and may not be included in the description of project activities to be conducted. o. Funding for applicant administration expenses, including personnel, are not allowable and may not be included in the description of project activities to be conducted. p. hird-party construction management services may be included in the budget but cannot exceed 6 percent of the project s total construction costs. ervices may include, but are not necessarily limited to: scheduling, administering subcontracts, prevailing wage monitoring, supervising all onsite construction activities, daily labor logs, project specific safety plans, accounting, monthly billing, site photos, progress reports, project close out, and punch list activities. Page 14 of 36

19 City of an iego FY 2019 CBG FP Handbook q. rganizations must have prior authorization from property owners to conduct improvement activities, if proposed improvements are to be completed on properties not owned the applicant organization. pplicants will be required to document written approval for their proposed scope of work by submission of the following forms: Certification egarding Use of on-city-wned or on- pplicant-wned eal Property, Certification egarding Use of City-wned eal Property, and Certification egarding Property wner uthorization to Complete CBG ctivities on Property. r. pplicants will be required to confirm project site control to provide direct client services or assistance at the time of FP submission through a period of not less than five (5) years from the date of proposed project completion with written authorization from the property owner (e.g., lease or deed of trust). s. pplicants will be required to confirm with the City s evelopment ervices epartment whether City permits are required for the proposed CBG-funded scope of work (or provide information regarding existing permits or their status as applicable). pplicants will provide evidence of that confirmation by attaching to their FP response a copy of the completed Form (General pplication) submitted to the evelopment ervices epartment. t. avis-bacon and elated cts requirements shall apply to project proposals submitted in response to this FP. pplicable prevailing federal wage rates and fringe benefits must be taken into consideration in the determination of the total project budget listed in the FP response. [: If the project is awarded the full funding request, but the project budget presented in the FP document is later determined to be insufficient to complete the bidding process necessary to implement construction activities, the funds awarded may be subject to reprogramming.] u. tate prevailing wage laws and requirements shall also apply in this FP phase. pplicable state prevailing wage rates and fringe benefits must also be taken into consideration in the determination of the total project budget listed in the FP response. [: he highest applicable wage rate must be considered.] v. hen determining the total project budget, the length of time between the FP submission and the bid award, and any potential increases in labor and material costs in between, should be factored into the amount requested. w. HU rules prohibit contractors involved in developing and drafting specifications, requirements, statements of work, invitations for bids, or requests for proposals from competing for such procurements. oing so may result in the appearance of possible unfair competitive advantage to that bidder, as a well improper selection of the lowest and most responsive bidder. Full efforts must be made to ensure all procurement processes completed do not result in, or give an appearance of, an unfair competitive advantage to any potential bidder. s such, contractors assisting FP applicants in the development of the project descriptions/scope of work described in the FY 2019 CBG FP will be prohibited from submitting a bid to complete project activities should the project be approved for FY 2019 CBG funding. x. ll facilities or services assisted with CBG funds must be accessible to the disabled. ccessibility includes such things as: entrance ramps, parking with universal logo signage, grab bars around commodes and showers, top of toilet seats that meet required height from the floor, drain lines under lavatory sink either wrapped or insulated, space for wheelchair maneuverability, accessible water fountains, access between floors (elevators, ramps, lifts), and other improvements needed to assure full access to funded facilities/programs, including serving the blind and deaf. Page 15 of 36

20 City of an iego FY 2019 CBG FP Handbook pplicants will need to confirm whether the proposed project site meets federal standards for accessibility by the disabled. [: he project site must first be fully compliant with the mericans with isabilities ct () before other construction activities can be implemented with CBG funding. upgrades may be included in the description of project activities to be conducted.] y. Housing rehabilitation projects are required to distribute to all existing tenants a General Information otice (otice of ondisplacement or otice of ligibility for elation ssistance) that informs affected persons of the project and whether or not they may be displaced by the project. istribution of this notification is required to be completed prior to the submission of the FY 2019 CBG FP. [: pplicants will be required to attach a copy of the General Information otice (GI) issued to existing tenants to the FY 2019 CBG FP response.] z. If your organization did not receive FY 2018 CBG funding under the CIP & H category, a ne-on-ne echnical ssistance appointment with the Community evelopment ivision is highly recommended during the FP phase. Please ensure detailed descriptions of your organization s proposed CBG activities are presented for discussion. 5. ingle-family Housing ehabilitation (H): his category is limited to projects that will result in the completion of rehabilitation improvements to single-family homes. pplicants must consider the following with regard to their project proposals: a. Project sites must be located in the City of an iego and serve City of an iego residents only. b. o allocation of CBG funds of less than $100,000 will be awarded to individual H projects. c. pplicants will be responsible for directly demonstrating and maintaining documentation that the project meets a CBG ational bjective upon completion of project activities through five (5) years after the project completion date reported to HU. In addition, applicants will be responsible for ensuring the quality of the improvements completed are properly maintained during that same period. ocuments may be recorded against the property to certify/ensure compliance of meeting this requirement, as stated in an iego City Council Policy d. Projects completing housing rehabilitation activities will be required to document that 100 percent of the households assisted are LMI households. (Current HU Income Levels are included as an attachment to this FP Handbook.) pplicants awarded with FY 2019 CBG funding to complete these activities must maintain written documentation on unduplicated City of an iego low-income households (including household income, race and ethnicity data, and head of household status). Household income verification and eligibility determination is required prior to the provision of CBG assistance. e. Funding to complete improvements to temporary shelters and transitional housing for the homeless (including battered spouses, disaster victims, runaway children, drug offenders, and parolees) are not considered to be housing rehabilitation activities. f. Funding to complete water/sewer improvements, street improvements, or other public right-of-way improvements are not eligible to request funds through this FY 2019 CBG FP. g. Housing improvements for areas outside of the primary structure or unit are not allowable and may not be included in the description of project activities to be conducted. Page 16 of 36

21 City of an iego FY 2019 CBG FP Handbook h. Funding for design and plan development is not allowable and may not be included in the description of project activities to be conducted. i. Funding for applicant administration expenses, including personnel, are not allowable and may not be included in the description of project activities to be conducted. j. hird-party construction management services may be included in the budget but cannot exceed 6 percent of the project s total construction costs. ervices may include, but are not necessarily limited to: scheduling, administering subcontracts, prevailing wage monitoring, supervising all onsite construction activities, daily labor logs, project specific safety plans, accounting, monthly billing, site photos, progress reports, project close out, and punch list activities. k. rganizations must have prior authorization from property owners to conduct improvement activities. If awarded funding, applicants will be required to document written approval for their proposed scope of work. l. pplicants will be required to confirm with the City s evelopment ervices epartment whether City permits are required for the proposed CBG-funded scope of work (or provide information regarding existing permits or their status as applicable). m. avis-bacon and elated cts requirements shall apply to project proposals submitted in response to this FP. pplicable prevailing federal wage rates and fringe benefits must be taken into consideration in the determination of the total project budget listed in the FP response. [: If the project is awarded the full funding request, but the project budget presented in the FP document is later determined to be insufficient to complete the bidding process necessary to implement construction activities, the funds awarded may be subject to reprogramming.] n. tate prevailing wage laws and requirements shall also apply in this FP phase. pplicable state prevailing wage rates and fringe benefits must also be taken into consideration in the determination of the total project budget listed in the FP response. [: he highest applicable wage rate must be considered.] o. hen determining the total project budget, the length of time between the FP submission and the bid award, and any potential increases in labor and material costs in between, should be factored into the amount requested. p. Housing rehabilitation projects are required to distribute to all existing tenants a General Information otice (otice of ondisplacement or otice of ligibility for elation ssistance) that informs affected persons of the project and whether or not they may be displaced by the project. istribution of this notification is required to be completed prior to the submission of the FY 2019 CBG FP. [: pplicants will be required to attach a copy of the General Information otice (GI) issued to existing tenants to the FY 2019 CBG FP response.] q. If your organization did not receive FY 2018 CBG funding under the CIP & H category, a ne-on-ne echnical ssistance appointment with the Community evelopment ivision is highly recommended during the FP phase. Please ensure detailed descriptions of your organization s proposed CBG activities are presented for discussion. 6. ustainability ehabilitation (U): his category is limited to projects that will result in completion of energy efficiency, water efficiency, and/or waste diversion improvements to: (a) nonprofit facilities; or (b) single-family housing units and/or multifamily housing structures. Funds provided for this category are not part of the City s annual CBG Page 17 of 36

22 City of an iego FY 2019 CBG FP Handbook entitlement funds. pplicants must consider the following with regard to their project proposals: a. Project sites must be located in the City of an iego and serve City of an iego esidents only. b. o allocation of CBG funds of less than $100,000 will awarded to U projects. c. pplicants must complete separate FP submittals for proposed improvements to nonprofit facilities located at different sites/addresses. d. rganizations with a currently ongoing FY 2016, FY 2017, or FY 2018 CBG-funded facility improvement project at the time of FY 2019 FP response submission are prohibited from submitting a FY 2019 FP response to improve the same facility per Council Policy e. pplicants must complete an FP response under the CIP & H or H categories, if proposed CBG activities to be completed are not limited to energy efficiency, water efficiency, and/or waste diversion improvements. f. pplicants will be responsible for directly demonstrating and maintaining documentation that the project meets a CBG ational bjective upon completion of project activities through five (5) years after the project completion date reported to HU. In addition, applicants will be responsible for ensuring the quality of the improvements completed are properly maintained during that same period. ocuments may be recorded against the property to certify/ensure compliance of meeting this requirement. g. pplicants serving all residents of a designated area that is primarily residential may meet a CBG ational bjective (Low- and Moderate-Income rea Benefit) by documenting that at least 51 percent of the beneficiaries are LMI for the area served. (HU eligible census block groups are included as an attachment to this FP Handbook.) h. Projects completing improvements to centers serving seniors, centers serving persons with disabilities, homeless facilities, centers serving youth, abused and neglected children facilities, and facilities for I patients may be considered as serving Presumed Low/Moderate-Income Persons. Presumed LMI Persons include the following groups: abused children, battered spouses, elderly persons (62 years or older), severely disabled adults (as defined by the Bureau of Census), homeless persons, illiterate adults, persons living with I, and migrant farm workers. In order to be recognized as a project that serves Presumed LMI Persons, 100 percent of the project clients served must represent these populations listed. lthough household income will not be required to be documented, verification of how clients meet the defined populations will require documentation. ocumentation of race and ethnicity data and head of household status will also be required. If 100 percent of the project clients are Presumed LMI, then the project must ensure that 51 percent or more of the clients served by the project have incomes below 80 percent of the rea Median Income. (Current HU Income Levels are included as an ttachment to this FP Handbook.) pplicants awarded FY 2019 CBG funding to complete these activities must maintain written documentation on unduplicated City of an iego low-income clients (including household income, race and ethnicity data, and head of household status) using the facility after completion of the improvements (i.e., received direct services onsite). t minimum, data will be required to be submitted for a duration of two (2) months after the facility improvements are made accessible to City of an iego clients. i. Projects completing housing rehabilitation activities will be required to document that 100 percent of the households assisted are LMI households. (Current HU Income Levels are included as an attachment to this FP Handbook.) pplicants Page 18 of 36

23 City of an iego FY 2019 CBG FP Handbook awarded with FY 2019 CBG funding to complete these activities must maintain written documentation on unduplicated City of an iego low-income households (including household income, race and ethnicity data, and head of household status). Household income verification and eligibility determination is required prior to the provision of CBG assistance. j. Funding to complete improvements to temporary shelters and transitional housing for the homeless (including battered spouses, disaster victims, runaway children, drug offenders, and parolees) are not considered to be housing rehabilitation activities. k. Funding to complete improvements to neighborhood clinics, hospitals, nursing homes, and convalescent homes are not considered to be housing rehabilitation activities. l. Funding to complete improvements to water/sewer improvements, street improvements and other public-right-of-way improvements are not eligible to request funds through this FY 2019 CBG FP. m. Facility improvements for areas not used by clients served are not allowable and may not be included in the description of project activities to be conducted. n. Housing improvements for areas outside of the primary structure or unit are not allowable and may not be included in the description of project activities to be conducted. o. Funding for design and plan development are not allowable and may not be included in the description of project activities to be conducted. p. Funding for applicant administration expenses, including personnel, are not allowable and may not be included in the description of project activities to be conducted. q. hird-party construction management services may be included in the budget but cannot exceed 6 percent of the project s total construction costs. ervices may include, but are not necessarily limited to: scheduling, administering subcontracts, prevailing wage monitoring, supervising all onsite construction activities, daily labor logs, project specific safety plans, accounting, monthly billing, site photos, progress reports, project close out, and punch list activities. r. rganizations must have prior authorization from property owners to conduct improvement activities, if proposed improvements are to be completed on properties not owned by the applicant organization. pplicants will be required to document written approval for their proposed scope of work by submission of the following forms: Certification egarding Use of on-city-wned or on- pplicant-wned eal Property, Certification egarding Use of City-wned eal Property, and Certification egarding Property wner uthorization to Complete CBG ctivities on Property. s. pplicants will be required to confirm project site control to provide direct client services or assistance at the time of FP submittal through a period of not less than five (5) years from the date of proposed project completion with written authorization from the property owner (e.g., lease or deed of trust). t. pplicants will be required to confirm with the City s evelopment ervices epartment whether City permits are required for the proposed CBG-funded scope of work (or provide information regarding existing permits or their status as applicable). pplicants will provide evidence of that confirmation by attaching to their FP response a copy of the completed Form (General pplication) submitted to the evelopment ervices epartment. u. avis-bacon and elated cts requirements shall apply to project proposals submitted in response to this FP. pplicable prevailing federal wage rates and Page 19 of 36

24 City of an iego FY 2019 CBG FP Handbook fringe benefits must be taken into consideration in the determination of the total project budget listed in the FP response. [: If the project is awarded the full funding request, but the project budget presented in the FP document is later determined to be insufficient to complete the bidding process necessary to implement construction activities, the funds awarded may be subject to reprogramming.] v. tate prevailing wage laws and requirements shall also apply in this FP phase. pplicable state prevailing wage rates and fringe benefits must also be taken into consideration in the determination of the total project budget listed in the FP response. [: he highest applicable wage rate must be considered.] w. hen determining the total project budget, the length of time between the FP submission and the bid award and any potential increases in labor and material costs in between should be factored into the amount requested. x. HU rules prohibit contractors involved in developing and drafting specifications, requirements, statements of work, invitations for bids, or requests for proposals from competing for such procurements. oing so may result in the appearance of possible unfair competitive advantage to that bidder, as a well improper selection of the lowest and most responsive bidder. Full efforts must be made to ensure all procurement processes completed do not result in, or give an appearance of, an unfair competitive advantage to any potential bidder. s such, contractors assisting FP applicants in the development of the project descriptions/scope of work described in the FY 2019 CBG FP will be prohibited from submitting a bid to complete project activities should the project be approved for FY 2019 CBG funding. y. ll facilities or services assisted with CBG funds must be accessible to the disabled. ccessibility includes such things as: entrance ramps, parking with universal logo signage, grab bars around commodes and showers, top of toilet seats that meet required height from the floor, drain lines under lavatory sink either wrapped or insulated, space for wheelchair maneuverability, accessible water fountains, access between floors (elevators, ramps, lifts), and other improvements needed to assure full access to funded facilities/programs, including serving the blind and deaf. pplicants will need to confirm whether proposed project site meets federal standards for accessibility by the disabled. [: he project site must first be fully -compliant before other construction activities can be implemented with CBG funding. upgrades may be included in the description of project activities to be conducted.] z. Housing rehabilitation projects are required to distribute to all existing tenants a General Information otice (otice of ondisplacement or otice of ligibility for elation ssistance) that informs affected persons of the project and whether or not they may be displaced by the project. istribution of this notification is required to be completed prior to the submission of the FY 2019 CBG FP response. [: pplicants will be required to attach a copy of the General Information otice (GI) issued to existing tenants to the FY 2019 CBG FP response.] aa. If your organization did not receive FY 2018 CBG funding under the U category, a ne-on-ne echnical ssistance appointment with the Community evelopment ivision is highly recommended during the during the FP phase. Please ensure detailed descriptions of your organization s proposed CBG activities are presented for discussion. Page 20 of 36

25 City of an iego FY 2019 CBG FP Handbook Project Completion Public ervices; mall/merging rganization P; Community and conomic evelopment: hese projects must be completed on or before June 30, he proposed services described in the FP response must be completed and project beneficiaries documented (ational bjective met) for period ending June 30, (: It is anticipated that FY 2019 CBG agreements will be executed on or prior to July 1, 2018, and work must proceed immediately thereafter.) Projects that do not meet outcome goals by June 30, 2019, may have points deducted in future scoring based on the Performance Indicators section of the FY 2020 CBG coring Criteria. onprofit Capital Improvement Projects & Multifamily Housing ehabilitation; ingle- Family Housing ehabilitation; ustainability ehabilitation: hese projects must be completed on or before June 30, he proposed scope of work described in the FP response must be completed and project beneficiaries documented (ational bjective met) for period ending June 30, (: It is anticipated that FY 2019 CBG agreements will be executed on or prior to July 1, 2018, and work must proceed immediately thereafter.) Projects that do not meet outcome goals by June 30, 2020, may have points deducted in future scoring based on the Performance Indicators section of the FY 2021 or FY 2022 CBG coring Criteria, contingent upon the project completion date. VI. FP CI & IUCI PPLIC GIZI IFMI General Information Provide complete and accurate responses under this section. nsure that the contact information listed for General Information, Head of rganization, and Head of Fiscal is current and accurate. 1. PJC CHCIIC a. Project ummary Provide the information requested in each of the subsections. nsure that the responses represent the CBG portion of the project. Provide clear, specific, detailed, and succinct descriptions. he information listed should represent only the proposed CBG-funded portion of your organization s overall project. b. Confirmation of a ew ervice or xpansion of an xisting ervice (P; mall/merging rganization P) Provide the information requested regarding the expected results in terms of the new or existing service to be provided. If a new service, include an explanation of why the new service is being offered to the City of an iego LMI community. If an expansion of an existing service, demonstrate how the project will result in a quantifiable increase in the level of an existing service currently provided to the City of an iego LMI Page 21 of 36

26 City of an iego FY 2019 CBG FP Handbook community. [ote that continuation of a previously CBG-funded program (with no expansion) is not precluded by CBG regulations from applying.] pplicants must ensure that detailed explanations and data are described to support the claim of new or expanded services. ew ervice efinition: new service would be one that will be offered to clients for the first time in FY xisting ervice efinition: n existing service would be one that is currently offered to clients during FY xamples of quantifiable increases include: (a) an increase in the total number served, without an increase to the unit cost; or (b) an increase to what is being provided. Confirmation of a ew Program or xpansion of an xisting Program (C) Provide the information requested regarding the expected results in terms of the new or existing program to be provided. If a new program, include an explanation of why the new program is being offered to the City of an iego LMI community. If an expansion of an existing program, demonstrate how the project will result in a quantifiable increase in the level of an existing program currently provided to the City of an iego LMI community. [ote that continuation of a previously CBG-funded program (with no expansion) is not precluded by CBG regulations from applying.] pplicants must ensure that detailed explanations and data are described to support confirmations of new or expanded programs. ew Program efinition: new program would be one that will be offered to clients for the first time in FY xisting Program efinition: n existing program would be one that is currently offered to clients during FY xamples of quantifiable increases include: (a) an increase in the total number served, without an increase to the unit cost; or (b) an increase in the number of services offered. Confirmation of a ew Public Facility, xpansion of an xisting Public Facility, or Improvements to an xisting Public Facility or Housing (CIP & H) Provide the information requested regarding the expected results in terms of the new public facility or existing public facility/housing. pplicants are also required to describe the number and type of major improvements that will be completed to existing public facilities or to describe the housing stabilization improvements that will be completed to existing housing units. ew Public Facility efinition: new facility would be one that will be made accessible to the public for the first time, after the proposed project is completed. xisting Public Facility/Housing efinition: n existing facility or housing is one that is currently used to provide services or programs onsite to clients or serves as a place of residence to LMI households, respectively. xamples of improvements to expand services or programs include: (a) an increase in the size of an area made accessible for public use (i.e., conversion of storage room into a client meeting room); (b) an increase to the project facility size; (c) the provision of a new service, once improvements are completed through the Page 22 of 36

27 City of an iego FY 2019 CBG FP Handbook proposed project; and (d) an increase in the capacity of current services or programs provided. Confirmation of nergy fficiency, ater fficiency, and/or aste iversion Improvements to an xisting Public Facility or Housing (U) Provide the information requested regarding the expected results in terms of the existing public facility or housing. pplicants are also required to describe and quantify the proposed sustainability improvements, explain the methodology used to quantify the proposed sustainability improvements, and describe the organization s reinvestment plan for the cost savings or cost avoidance resulting from the proposed sustainability improvements. xisting Public Facility/Housing efinition: n existing facility or housing is one that is currently used to provide services or programs onsite to clients or serves as a place of residence to LMI households. xamples of improvements to expand services or programs include: (a) an increase in the size of the area made accessible for public use (i.e., conversion of storage room into a client meeting room); (b) an increase to the project facility size; (c) the provision of a new service, once improvements are completed through the proposed project; and (d) an increase in the capacity of current services or programs provided. c. Project Goals Provide the information requested. nsure each project goal listed provides a statement of quantifiable and measurable benefits to City of an iego LMI individuals/households. nsure that the goal(s) listed represent what your project can realistically deliver within the timeframe presented in the FP. he information listed will be applied toward the development of the project scope of work/scope of services, should the project be approved for funding. d. Project esults (P; mall/merging rganization P) Provide the information requested. he information listed will be applied toward the development of the City of an iego s nnual ction Plan and project scope of services, should the project be approved for funding. Unduplicated refers to counting an individual served by the CBG project only once during the FY 2019 one-year period, regardless of the quantity of services provided. Make sure your totals are accurate. Project esults (C) Provide the information requested. he information listed will be applied toward the development of the City of an iego s nnual ction Plan and project scope of services, should the project be approved for funding. Unduplicated refers to counting the total number of businesses owned by LMI City of an iego residents that will be established or expanded during the FY 2019 one-year period. he businesses assisted must be located in the City of an iego. Project esults (CIP & H; H; U) Provide the information requested. he information listed will be applied toward the development of the City of an iego s nnual ction Plan and project scope of work, should the project be approved for funding. n the first section, unduplicated refers to counting an LMI individual accessing the improved facility/property once during a minimum of two months Page 23 of 36

28 City of an iego FY 2019 CBG FP Handbook after completion of construction, regardless of the quantity of times accessed during the designated period. nsure that the totals listed represent what the CBG project can realistically accomplish by period ending June 30, 2020, or earlier. Income verification of each individual LMI status will be required to be obtained and maintained by the project, if approved for funding. [: his section should not be completed by applicants completing housing rehabilitation.] n the second section, unduplicated refers to counting total number of unduplicated City of an iego LMI households assisted with completing improvements to their residential housing units once during the designated period. nsure that the totals listed what the CBG project can realistically accomplish by period ending June 30, 2020, or earlier. Income verification of each individual LMI status will be required to be obtained and maintained by the project, if approved for funding. [: his section should not be completed by applicants completing public facility improvements.] 2. PJC PCIFIC P, mall/merging rganization P, C: pplicants must provide a listing and clear description of each type of service to be provided and include detailed information on the quantity and duration, method of delivery, and whether each service will be provided on an individual basis or group setting. he information listed should represent only the proposed CBG-funded portion of the organization s overall project. he services listed should correlate with the information listed in ection 1.a. pplicants must also explain and justify the total amount of CBG funds requested in relation to the services provided and any fees charged. [: Upon project eligibility review of the FP response in its entirety, C staff will recommend a maximum of two (2) points for demonstrating compliance with CBG eligibility requirements, a CBG ational bjective, and other HU and City requirements.] For the Project chedule section, applicants must describe how the project will be completed within the required 12-month timeline. CIP & H/H/U: pplicants must describe the extent to which the proposed project is ready to proceed by detailing how the total amount of CBG funds requested is justified by accurate cost estimation. Confirmation should be provided that required federal prevailing wages were taken into consideration, if applicable. pplicants must explain the outcome and justification for the request of additional CBG funds, if CBG funds were used in the past to complete improvements to the same facility that will be improved in FY [: Upon review and verification of ection 2.a.ii, C staff will recommend a maximum of two (2) points for the level of nvironmental eview identified and planned for by the applicant.] pplicants must also describe all applicable permits that have been identified, planned for, and/or secured. If permits are not needed, applicants must describe the basis for this determination. For the Project chedule section, applicants must describe how the project will be completed and funds expended within the required 24- month timeline. he description should, at minimum, include the following information: (1) Permitting and design completion; (2) Project will be released for bid; (3) Construction contract awarded; (4) nticipated construction timeline; (5) 100 percent expenditure level; and (6) Project completion, beneficiaries reported (ational bjective met), and closeout report approved by C staff. [: Upon project eligibility review of the FP response in its entirety, C staff will recommend a maximum of two (2) points for demonstrating Page 24 of 36

29 City of an iego FY 2019 CBG FP Handbook compliance with CBG eligibility requirements, a CBG ational bjective, and other HU and City requirements.] 3. PJC BFI pplicants must describe how the project will provide services to high-need populations and provide the references used in identifying those populations. rganizations may use data and the analysis included in the City of an iego s FY Consolidated Plan, as well as other pertinent statistics, information, and data they may have regarding their project. ll sources for information included should be cited. If applicable, applicants must describe how the proposed project will provide services to homeless individuals. minimum of 20 percent of the total number of the clients to be served by the project must be homeless to be allotted the two (2) points maximum. escribe how your organization would identify and reach out to homeless persons. he C ffice established a Geographic argeting initiative that has identified six Community Planning reas with high-need populations based on a number of indicators. hese six Community Planning reas are: Barrio Logan, an Ysidro, Linda Vista, ncanto, outheastern an iego, and City Heights. (efer to the attached Geographic argeting Map for additional information.) In addition, on June 6, 2016, the an iego Promise Zone, became one of 22 federally designated Promise Zones in the United tates and one of only four in California. It covers a targeted area of 6.4 square miles that spans from ast Village and Barrio Logan to ncanto and merald Hills and is home to the City s most disadvantaged and underserved communities. (efer to the attached Promise Zone Map for additional information.) pplicants will need to describe whether their main office is located in one of the six Community Planning reas or the Promise Zone. pplicants must also describe their efforts and strategies to deliver services to clients located in one or more of the six Community Planning reas or the Promise Zone, if applicable. rganizations may cite collaborative efforts with local non-profits within those geographic boundaries, specific resources/services deployed within those boundaries, or targeted outreach and educational efforts to residents of those areas. 4. GIZIL CPCIY Provide the information requested. pplicants must describe their experience in successfully implementing projects of similar scope and of comparable complexity. For the CIP & H and U projects, provide confirmation on whether your organization has any in-progress/open City of an iego CBG CIP/H projects. [: pplicants submitting CIP & H or U proposals with an in-progress/open City of an iego CBG-funded CIP/H project will not be eligible to apply for FY 2019 CBG funding to complete improvements at the same location/address.] CBG project is considered inprogress/open if a otice of Completion has not been issued by the Community evelopment ivision on or prior to the FY 2019 CBG FP response submission date, indicating pending completion of project activities or pending approval of all required closeout reports and confirmation of beneficiaries (project ational bjective met). In addition, applicants must describe their experience in providing services to LMI residents. pplicants must also confirm whether they collaborate with other service agencies, Page 25 of 36

30 City of an iego FY 2019 CBG FP Handbook including organizations that provide similar services and resources. If yes, applicants must describe how their organization collaborates with other service agencies and with whom. 5. BUG Provide the information requested. In the first section, applicants must identify alternative future sources of funding that will be available to support the proposed project and demonstrate that the project will not rely on CBG funds for sustaining it. In the second section, applicants must identify all sources of funding that represent the otal Project Budget. nsure that the information provided represents a budget necessary for your organization to realistically complete the project activities described in ection 1 and ection 2 of the FY 2019 CBG FP application. For each source of funding identified, indicate whether the source is formally committed (secured) or pending approval (not secured) on or prior to the FP response submission date. If a source is identified as secured (committed), applicants are certifying that the amounts listed represent available cash designated to the proposed project and that said cash will be expended during the FY 2019 agreement period (P/C Projects: July 1, 2018 June 30, 2019; CIP & H/H/U: July 1, 2018 June 30, 2020). he secured fund amounts must not include: lines of credit; funds expended prior to July 1, 2018; in-kind support/match; future pledges; and/or multiyear contract options to renew funding. pplicants listing secured funding amounts will be required to complete and submit the Certification egarding ecured Funding. In the third section, applicants must provide a detailed breakdown of the types of costs that are necessary to complete the project. he applicable City CBG amount and the on- City amount must be identified for each line item listed. Personnel xpenses will be limited to P, mall/merging rganization P, C, and H (that is, H programs processing client applications only) projects. he amounts to be entered for each position listed must represent both the salary and fringe benefit budgets. hen budgeting for fringe benefits, applicants must specifically describe or list the fringe benefits to be provided (i.e., payroll taxes, orkers Compensation, health, dental, etc.). Items that may not be included in the salary and fringe benefit budget include, but are not limited to, bonuses, housing/transportation allowances, stipends to non-employees, and accrued/earned annual leave hours. ny special cases or circumstances must be reviewed and approved by City staff. lthough a drop-down menu of various on-personnel xpenses are available to choose from, applicants must take into consideration the eligibility of line items based on the FP category. For CIP & H, H, and U projects, applicants should ensure that the proposed project budget is provided by a professional engineer or architect and that the length of time between the FP response submission and the bid award, and any potential increases in labor and material costs in between, is factored into the amount requested (using the most current state and federal prevailing wage rates and material costs as a base). he Leverage of ecured Funding Percentage will automatically be calculated, based on the total of ecured mount listed in the first section. [: maximum of five (5) points will be recommended by C staff, based on the resulting percentage.] Page 26 of 36

31 City of an iego FY 2019 CBG FP Handbook VII. PFMC IIC s part of the FY 2019 coring Criteria, CBG subrecipient performance in FY 2016 and FY 2017 will be reviewed. Performance eport Card will be compiled for each completed CIP and H project awarded CBG funding in FY 2016 and for each completed P, Challenge Grant (CG), and C project awarded CBG funding in FY he report cards will be used to determine if, and how many, points should be deducted from the total scores of the FY 2019 project proposals. pplication of the report cards will be based on a combined project type to project type and organization to organization correspondence. For example, if an applicant submits a FY 2019 P project proposal and it completed a FY 2017 P project, then the results of the report card for the FY 2017 P project will be applied to the FY 2019 P project proposal. ith that said, a FY 2019 CIP project proposal will not be affected by the same P report card but only by a report card of an CIP project (if available) that was completed by the same applicant. s such, no deduction will occur if there is no available corresponding Performance eport Card. maximum of three (3) points may be deducted from the total score (derived from the averaged total of the CPB scores and eligibility points awarded by C staff) of the FY 2019 project proposal, based on the proposing organization s past performance. he performance indicators and standards to be considered are as follows: ssessment rea Indicators tandards Fiscal Performance dministrative Performance 1 Programmatic Performance Balance of ward $ at Closeout otal of isallowance $ at Closeout umber of isallowances Processed umber of Late MPs ubmitted umber of Late Fs ubmitted umber of Clients erved umber of Projects Completed ward Balance: 10% (-0.50 point) otal isallowances $: 10% (-0.25 point) isallowance Frequency: 50% (-0.25 point) umber Late: > 25% (-0.50 point) umber Late: > 25% (-0.50 point) Clients erved Projects Completed 80% of target met (-0.00 point) 51-79% of target met (-0.50 point) 50% of target met (-1.0 point) 1 For CIP/H projects, the dministrative tandard is as follows: Monthly Programmatic eports (MPs) ubmitted Late: > 25% (-1.00 point). Page 27 of 36

32 City of an iego FY 2019 CBG FP Handbook VIII. CMPLIC I PPLICBL L, UL, GULI CBG programs are subject to numerous federal and local requirements. hese include, but are not limited to, those that are listed below. dditional requirements can be found in the CBG regulations in HU s website and the City s CBG Program website. pplicants are encouraged to familiarize themselves with these requirements to ensure their organization has the adequate administrative systems in place. 24 CF Part 570, as amended he regulations governing the Community evelopment Block Grant Program. Fair Housing ct itle VIII of the Civil ights ct of 1968 (Fair Housing ct), as amended, prohibits discrimination in the sale, rental, and financing of dwellings, and in other housing-related transactions, based on race, color, national origin, religion, sex, familial status (including children under the age of 18 living with parents or legal custodians, pregnant women, and people securing custody of children under the age of 18), and disability. 24 CF Part 1 and Part 6, Public Law , Fair Housing ct he regulations issued following itle VI of the 1964 Civil ights ct (as amended by xecutive rders 11246, 11375, and 12086) and ection 109 of the 1975 Housing and Community evelopment ct that prohibits discrimination in HU programs based on sex, race, color, national origin, and religion. Further, applicable programs and activities must be administered in such a manner as to affirmatively further the policies of the Fair Housing ct. 24 CF Part 7 and Part 41 he regulations on equal employment opportunity without regard to race, sex, color, religion, age, national origin, and disability in federally assisted construction projects. Compliance mericans with isabilities ct (42 U..C ) and implementing regulations at 28 CF Part 35. ection 504 of the ehabilitation ct of 1973, 24 CF Part 40 and 41 he regulations that set forth policies and procedures for the enforcement of standards and requirements for accessibility to individuals with disabilities. he rchitectural Barriers ct of 1968 and the merican with isabilities ct () provide additional laws on accessibility and civil rights to individuals with disabilities. ge iscrimination ct of 1975 (42 U..C. 6101) he regulations that prohibit discrimination on the basis of age. 24 CF Part 135 egulations outlining requirements of ection 3 of the Housing and Urban evelopment ct of 1968 providing for economic opportunities for low- and very low-income local residents. ll projects funded with CBG funds must comply with ection 3 of the Housing and Urban evelopment ct of 1968, revised, requiring that to the greatest extent feasible opportunities for training and employment be given to low- and moderate-income persons residing within the City of an iego, and that contracts or works in connection with the project be awarded to eligible business concerns which are located in or owned in Page 28 of 36

33 City of an iego FY 2019 CBG FP Handbook substantial part by persons residing in the City of an iego. pecial documentation is required for projects receiving CBG funding over $100, CF Part 3 and Part 5 he regulations on labor standard provisions that include the payment of prevailing wages on federally assisted projects as mandated by the avis-bacon ct and the Contract ork Hours and afety tandards ct. CF 24 Part 70 provides information on the use of volunteers. Copeland nti-kickback ct (18 U..C. 874 and 40 U..C. 276c) he regulations on contracts for construction or repair awarded by subrecipients shall include a provision for compliance with the Copeland nti-kickback ct. 24 CF Part 58 he regulations prescribing the nvironmental eview procedure under the ational nvironmental Policy ct of ational Flood Insurance ct of 1968, 24 CF Part 55 under xecutive rder he regulations for proposed projects and properties located in a floodplain. 36 CF Part 800 he regulations outlining the procedures for the protection of historic and cultural properties. Uniform elocation ssistance and eal Property cquisition Policies ct of 1970 hese policies provide for displacement, relocation assistance, and real property acquisition as defined by 42 U..C (U) (42 U..C. 4601), and implementing regulations issued by the epartment of ransportation at 49 CF Part 24 and ection 104(d) of the Housing and Community evelopment ct of 1974 (42 U..C. 5304d). esidential Lead-Based Paint Hazard eduction ct of 1992 he regulations implemented by 24 CF Part 35, ubpart B imposes certain requirements on disclosure of lead-based paint hazards. 24 CF Part 24 he regulations that prohibit use of debarred or suspended contractors on federally assisted projects and rug-free orkplace requirements; issued according to xecutive rder CF Part 200 ubpart stablishes principles and standards for determining allowable costs under federal grants. 2 CF Part 200 ubpart B Uniform dministrative equirements for Grants and ther greements with Institutions of Higher ducation, Hospitals and ther on-profit rganizations. 2 CF Part 200 ubpart F udits of tates, Local Governments and on-profit rganizations in connection with federal awards. his includes the single audit requirement for organizations that expend $750,000 or more of federal awards during the fiscal year. Page 29 of 36

34 City of an iego FY 2019 CBG FP Handbook HU equirements ll other required reports, circulars, and procedures when applicable. dministrative Procedures he rules issued by the City in relation to process and procedures. ll applicable provision of the City of an iego Municipal Code. City of an iego Purchasing & Contracting epartment Insurance Checklist guide on the insurance requirements that organizations receiving CBG funding must adhere to in order to execute a CBG agreement with the City of an iego. California Labor Code ections 1720 through 1861 Compliance with prevailing wage requirements. California nvironmental Quality ct (CQ) tatutes, guidelines, and other information from the tate of California on the law governing environmental review. ystem for ward Management ( n official website of the United tates government used by entities to register themselves to do business with the U.. government and update or renew their entity registration. It may also be used by interested parties to check the status of an entity registration and to search for entity registration and exclusion records. ll organizations receiving CBG funding must be registered in M and maintain an active registration status throughout the agreement period. IX. IFMI PCIFIC F GM XCUI PC pplicants awarded FY 2019 CBG funding will be required to meet with Community evelopment ivision (C) staff to go over the FY 2019 agreement execution process. equirements and processes to be discussed may include: HU CBG PJC PFMC UCM MU he following will be incorporated into the cope of ervices/cope of ork developed for approved FY 2019 CBG projects, based on the FY 2019 CBG FP project details: PJC BJCIV a. Creating uitable Living nvironments relates to activities that are designed to benefit communities, families, or individuals by addressing issues in their living environment. his objective relates to activities that are intended to address a wide range of issues faced by LMI persons, from physical problems with their environment, such as poor quality infrastructure, to social issues, such as crime prevention, literacy, or elderly health services. b. Providing ecent Housing covers the wide range of housing activities that could be undertaken with CBG funds. his objective focuses on housing activities where the purpose is to meet individual family or community housing needs. It does not include programs where housing is an element of a larger effort to Page 30 of 36

35 City of an iego FY 2019 CBG FP Handbook make community-wide improvements, since such programs would be more appropriately reported under uitable Living nvironments. c. Creating conomic pportunities applies to activities related to economic development, commercial revitalization, or job creation/retention. PJC UCM a. vailability/ccessibility applies to activities that make services, infrastructure, public services, public facilities, housing, or shelter available or accessible to LMI people, including persons with disabilities. In this category, accessibility does not refer only to physical barriers, but also to making the basics of daily living available and accessible to LMI people where they live. b. ffordability applies to activities that provide affordability in a variety of ways to LMI people. It can include the creation or maintenance of affordable housing, basic infrastructure hook-ups, or services such as transportation or day care. ffordability is an appropriate objective whenever an activity is lowering the cost, improving the quality, or increasing the affordability of a product or service to benefit a low-income household. c. ustainability applies to activities that are aimed at improving communities or neighborhoods, helping to make them livable or viable by providing benefit to persons of LMI or by removing or eliminating slums or blighted areas, through multiple activities or services that sustain communities or neighborhoods. CBG BFI CGI In accordance with the CBG program statutory requirements, each project funded must meet one of three ational bjectives: (1) Benefit to low- to moderate-income (LMI) persons; (2) id in the prevention or elimination of slums or blight; or (3) Meet a need having a particular urgency (referred to as urgent need). he City of an iego has no designated slums or blight nor any urgent needs in accordance with applicable HU standards and regulations and, as such, projects funded with CBG moneys within the City must benefit LMI persons. (efer to ttachment 1, Low/Moderate-Income Persons ational bjective, for more details.) In the FP phase, applicants will be required to select one of the following to demonstrate that the project benefits LMI persons for each FP response submitted: rea Benefit ctivities (LM). n activity that benefits all residents in a particular area, where at least 51 percent of the residents are LMI persons. uch an area need not be coterminous with census tracts or other officially recognized boundaries, but the entire area must be served by the activity. n activity that serves an area that is not primarily residential in character shall not qualify under this criterion. CBG regulations require documentation of area boundaries served. Limited Clientele ctivities (LMC). n activity that benefits a limited clientele, at least 51 percent of whom are LMI persons or benefit a client presumed to be LMI persons. Presumed benefit clients are abused children, battered spouses, elderly persons (age 62 years or older), adults meeting the Census Bureau s current Population eports definition of severely disabled, homeless persons, illiterate adults, persons living with I, and migrant farm workers. CBG regulations require the subrecipient to document the demographics and income levels of clientele provided such activities. Page 31 of 36

36 City of an iego FY 2019 CBG FP Handbook Housing ctivities (LMH). n activity carried out for the purpose of providing or improving permanent residential structures which, upon completion, shall be occupied by at least 51 percent LMI households. CBG regulations require the subrecipient to document number of households served, number of units completed, and demographics and income level of the household occupying the unit. Job Creation or etention ctivities (LMJ). n activity designed to create or retain permanent jobs, where at least 51 percent of the jobs, computed on a full-time equivalent basis, involve the employment of LMI persons. CBG regulations require the subrecipient to document one of the following: (1) for an activity that creates jobs, the recipient must document that at least 51 percent of the jobs will be held by, or will be available to, LMI persons; and (2) for an activity that retains jobs, the recipient must document that the jobs would have been lost without CBG assistance and that either both: (i) the job is known to be held by a LMI person or the job can reasonably be expected to turn over within the following two (2) years; and (ii) that steps will be taken to ensure that it will be filled by, or made available to, a LMI person upon turnover. IUC QUIM CUMI F QUI IUC CVG F FY 2019 PI MU B UBMI CMMUIY VLPM IVII FFIC BY LY JU 2018 ( PCIFIC ILL B IG). ote the following insurance requirements are subject to change by the Purchasing & Contracting epartment. Commercial General Liability [CGL] Coverage ocument ccompanied with ndorsement. he insurance must include coverage for liability arising from any and all personal injury, bodily injury, and property damage in the amount of $1,000,000 per occurrence, and subject to an annual aggregate of $2,000,000 with no endorsement or modification of the CGL limiting the scope of coverage for either the insured vs. insured claims or contractual liability. ll defense costs shall be outside the limits of the policy. he policy providing coverage for CGL must be endorsed to include as an Insured, the City of an iego and its respective elected officials, officers, employees, agents, and representatives. In addition, the policy must also be endorsed to expressly provide that the policy is primary and non-contributory to any insurance that may be carried by the City. Commercial utomobile Liability [CL] Coverage ocument ccompanied with ndorsement. For all of the subrecipient s automobiles (including owned, hired, and non-owned automobiles), the insurance must provide coverage at least as broad for bodily injury and property damage, for a combined single limit of $1,000,000 per occurrence. he insurance certificate should reflect coverage for any automobile [any auto]. he policy providing coverage for CL must be endorsed to include as an Insured, the City of an iego and its respective elected officials, officers, employees, agents, and representatives. In addition, the policy must also be endorsed to expressly provide that the policy is primary and non-contributory to any insurance that may be carried by the City. orkers Compensation Insurance [CI] Coverage ocument ccompanied with ndorsement. For all of the subrecipient s employees who are subject to the CBG agreement with the City of an iego, the subrecipient must keep, in full force and effect, a orkers Compensation policy to the extent required by the applicable federal Page 32 of 36

37 City of an iego FY 2019 CBG FP Handbook or state law. he policy must provide a minimum of $1,000,000 of employers liability coverage. he City must be provided with an endorsement that the insurer waives the right of subrogation against the City and its respective elected officials, officers, employees, agents, and representatives. -9 FM, FL PFI U L, FIC he following documentation must be submitted to the Community evelopment ivision office in early June 2018 (a specific date will be specified) prior to agreement execution: he organization s most recent signed -9 form. If claiming nonprofit tax status, the organization must submit current federal and state nonprofit tax status determination letters if they were not already submitted with the FQ response ( entity status letters do not meet this requirement). If claiming a Federally pproved Indirect Cost (FIC) ate, the organization must submit a valid federally approved cost rate agreement if what was submitted with the FQ response was temporary/not final. CIP & H/U I IPCI site inspection by C staff may be conducted on CIP & H and U projects with sites identified, prior to the execution of a FY 2019 CBG agreement between the City and organization awarded with FY 2019 CBG funding. CBG BUG IM FP applicants should note the following eligible and ineligible expenditures when developing their FY 2019 CBG project budgets: a. ligible xpenditures Project expenditures must meet the following requirements to be eligible for reimbursement: 1. hey must be approved in detail as part of the executed CBG agreement and budget justification forms in alignment with HU regulations. 2. hey must be essential to the proper and efficient performance of the service as required by the executed CBG agreement. 3. he invoices, receipts, and other supportive documents should be dated during the month requested for reimbursement. 4. uring fiscal monitoring and/or audits, original receipts/invoices must be reviewed for authenticity and funding sources that reimbursed the expense. ll original, unmarked documents MU be maintained at the local office address listed in the CBG agreement for immediate monitoring review and/or audits. C staff will not travel to national offices for this purpose. 5. hey must be reasonable and comparable to the expenditures paid by the organization or other organizations providing similar services. 6. hey must be expended against the authorized line items in each category contained in the executed agreement budget that has been approved by the City. 7. hey must be thoroughly documented, and the net expenditures must reflect all applicable credits to the organization, such as purchase discounts, rebates, allowances, receipts from the sale of publications or materials, and any other types of income or credits. 8. hey must comply with the written policies of the organization, as approved by its governing body, in regard to the employment, salaries and wage rates, working hours, holidays, fringe benefits, vacation and sick leave privileges, Page 33 of 36

38 City of an iego FY 2019 CBG FP Handbook military leave, jury duty, travel, and other personnel matters as stated in the detailed budget forms in the executed CBG agreement. If a unique payment is made for an employee, organization shall document and explain clearly how it relates to the project, how the organization policies support the payment and what funding source would normally pay this item. xample: Fringe payment made to an organization other than an insurance company or other fringe provider. 9. he organization is to keep in mind that the expenditure must be for direct services to the project or client. : Is the expense paid as part of organization operating expenditures, if CBG funding were not available? If it is, then this would be considered too high a level for indirect or direct cost and would be ineligible. b. Ineligible xpenditures nticipated expenditures that do not clearly meet the eligibility requirements stated above are ineligible for reimbursement. ny of these expenditures submitted for payment will be disallowed and cannot be resubmitted. Ineligible costs include, but are not limited to, the following: 1. Bad ebts Loss resulting from uncollectible accounts or claims. 2. Commingling of Funds xpenditures related to services funded by sources other than CBG funds are ineligible, if they are charged against the CBG funds. a. For subrecipients that operate many programs, or have more than one funding source, the subrecipient shall allocate expenditures to the various programs or funding sources according to an approved Cost llocation Plan. b. he costs should be allocated on the basis most appropriate and feasible under the circumstances. xamples include number of hours spent, number of employees, or square footage utilized for the project. c. he subrecipient shall maintain proper documentation related to the allocation of expenses (i.e., time cards, time summaries, square footage measurements, etc.). 3. Contingency Funds he transfer or contribution of funds to a contingency reserve, or similar provisions for meeting future unforeseen expenses. 4. Fundraising Costs of organized fundraising, including financial campaigns, solicitation of gifts and bequests, and similar expenses paid to raise capital or obtain contributions for the project or subrecipient, regardless of the purpose for which the funds shall be used. In addition, expenditures to solicit contributions or donations for the project or subrecipient, including salary expenses. 5. Contributions and onations Cash or in-kind contributions or donations to any subrecipient or cause. 6. ntertainment/ubrecipient vents xpenditures for social activities, amusement, entertainment, and general subrecipient events (i.e., space rentals, flyers/brochures, staff time/salaries, lodging, meals, refreshments, beverages, and gratuities). xamples of such events include, but are not limited to, subrecipient fundraising events, groundbreaking events, open house events, subrecipient staff meetings or staff development meetings/retreats, and staff/client birthday or other parties. Page 34 of 36

39 City of an iego FY 2019 CBG FP Handbook 7. Fines and Penalties xpenditures to pay fines or penalties resulting from violations or noncompliance with federal, state, or local laws, rules, or regulations. 8. Late Fees and Interest Late fees and interest charged by vendors for invoices paid after the due date or fees associated with returned checks. lso credit card interest or fees cannot be paid using CBG funds. 9. Interest and Professional Fees Interest on any type of loan, bond discounts, financing and refinancing fees, and legal/professional fees related thereto. 10. Membership Fees/ubscriptions Fees for membership in any organization that is substantially involved in advocacy, lobbying, and other activities which are intended to influence legislation at the federal, state, or local levels, as well as fees for membership for which the purpose does not support the scope of work/scope of services of the executed CBG agreement. ny memberships or subscriptions that is not directly associated to project clients or provision of client services. 11. Meeting ttendance Fees Fees or salaries claimed for attending meetings that are not open to attendees on a non-segregated basis. In addition, fees or salaries for attending workshops or training sessions that do not support the scope of work/scope of services of the executed CBG agreement; or are attended by personnel not budgeted under the executed CBG agreement or are attended by project volunteers. 12. raining/conference xpenses raining/conference expenses or salaries that do not clearly support the scope of services/scope of work of the executed CBG agreement. 13. ut-of-rea raining xpenditures for travel outside the an iego metropolitan area for administrative or project staff to attend training activities or conferences. 14. Credit Cards Credit Cards, business or personal, cannot be used to purchase materials or services to be reimbursed by CBG. Many credit cards have points, mileage, percent reductions on purchases or other bonuses for use of the card. ll of these benefits are considered program income and would have to be returned to CBG. It would be difficult to measure and detail the program income received in relation to the CBG-eligible expenditure claimed. herefore, the use of credit cards is ineligible. 15. Gift Certificates/Cash wards Gift certificates or cash awards given to clients or staff, including cash payments to staff for compensatory time earned or bonus payments to employees, subcontractors, or consultants. : ny project-related gift certificates must be approved in the executed CBG agreement, inventoried, and detailed to document how they are used for project clients or the provision of project services, and such details are required to be submitted with the monthly F submittal packet. 16. eposits eimbursable deposits for rent, equipment, utilities, or other subrecipient expenditures are not eligible. xpenditures to pay for a past deposit for rent, equipment, or any other items are not eligible. on-reimbursable deposits that go towards the overall payment of an item is eligible. Page 35 of 36

40 City of an iego FY 2019 CBG FP Handbook 17. General xpenses General expenses for carrying out the non-project-related functions of the subrecipient or expenses unrelated to the direct scope of work/scope of services. 18. Purchases Paid with Personal ccounts xpenses paid by subrecipient personnel utilizing personal cash, personal checking accounts, or personal credit cards. 19. ervices for ther City epartments/gencies xpenses for performing services for any other City department, or governmental, nonprofit, or private agency during the executed CBG agreement period or any previously executed CBG agreement period. 20. Costs for Goods or ervices Costs for goods or services not incurred within the executed CBG agreement period. (Incurred expenses are defined as those expenses that have actually occurred and may or may not have been paid.) xpenditures incurred prior to the start date or after the end date listed in the executed CBG agreement between the City and the subrecipient are not eligible. 21. Mortgage Payments and Property axes Mortgage payments and property taxes are not eligible expenditures. CBG funds can be used to reimburse rent or lease payments to property owners for nonprofit facilities. 22. utomobile Purchase n automobile purchase is not an eligible expenditure. 23. ccrued Vacation and ick Leave CBG funds cannot be used as pay in lieu of vacation or as termination pay of an employee as the project is completed. nnual leave cannot be paid into a reserve and distributed after the project is completed. hen an employee retires or terminates employment during the executed CBG agreement period, the payment for unused vacation or sick leave should be allocated based on vacation and sick leave accrued during the executed CBG agreement period and other funding sources used for the project. 24. File torage Fees Fees to store project files. Compliance with records retention requirements is an administrative responsibility of subrecipients expending CBG funds. 25. Monthly Parking Fees Monthly parking fees paid for/by subrecipient staff for place of employment. 26. Cell Phone ata Package Cell phone data packages paid for/by subrecipient staff. : ny expenditure not approved as part of the executed CBG agreement and not clearly explained in the budget justification will be disallowed, and the reimbursement amount will be reduced to reflect this disallowance. X. CHM CHM 1 L/M-ICM P IL BJCIV CHM 2 HU LIGIBL CU BLCK GUP BL CHM 3 GGPHIC GIG MP & PMI Z MP CHM 4 FY 2019 CBG FP CIG CII: P, C, CIP/H, & U CHM 5 GUI: FP P UBMII CHM 6 FY 2019 CBG FP PH IMLI Page 36 of 36

41 ttachment 1 L/M-ICM P IL BJCIV ny CBG project funded by he City of an iego must meet the CBG Program s ational bjective of benefiting Low/Moderate-Income Persons (LMI). he Low/Moderate-Income Limited Clientele (LMC) category is a subset of the LMI ational bjective used for activities which provide benefits to a specific group of persons rather than everyone in a particular area. he epartment of Housing and Urban evelopment (HU) has defined two methods to meet the LMC objective: 1) Presumed Low-Income Clientele 2) irect Benefit to Low Income Persons Presumed Low Income Clientele o meet the Presumed Low-Income Clientele objective, an applicant must fully describe how the proposed activity will serve a population from the following predefined list from HU: PUM CGY bused Children Battered pouses lderly Persons (62 and over) everely isabled dults* Homeless Persons Illiterate dults Persons Living with I Migrant Farm orkers : his recognition only applies to projects reporting LMC. he Presumed Low Income Clientele category is eligible to be utilized for economic development projects (e.g. microenterprise assistance projects) or projects providing assistance to households (e.g. Housing ehabilitation and irect Financial ssistance to Homebuyers). *U.. Census Bureau efinition of everely isabled Persons are classified as having a severe disability if they: Use a wheelchair or another special aid for six (6) months or longer; re unable to perform one or more functional activities (seeing, hearing, having one s speech understood, lifting and carrying, walking up a flight of stairs and walking); eed assistance with activities of daily living (getting around inside the home, getting in or out of bed or chair, bathing, dressing, eating and toileting) or instrumental activities of daily living (going outside the home, keeping track of money or bills, preparing meals, doing light housework and using the telephone); re prevented from working at a job or doing housework; Have a selected condition including autism, cerebral palsy, lzheimer s disease, senility or dementia or developmental disability; or re under 65 years of age and are covered by Medicare or receive upplemental ecurity Income (I).

42 ttachment 1 irect Benefit to Low-Income Persons o meet the irect Benefit to Low Income Persons objective, an applicant must fully describe how they will document the income status of beneficiaries to ensure that at least 51% of the clientele are persons whose household income is in compliance with the current HU LMI income limits [80% of the rea Median Income or less]. his requirement applies to activities that are restricted exclusively to LMI persons as well. he following table outlines the current applicable income limits for the City of an iego s CBG Program: HU ICM LIMI* F CIY F IG (ffective pril 2017 / Published June 2017 HU xchange) HUHL IZ XMLY L- ICM LIMI (0-30% of median) VY L-ICM LIMI (31-50% of median) L/M- ICM LIMI (51-80% of median) 1 $0 - $19,100 $19,101 - $31,850 $31,851 - $50,950 2 $0 - $21,800 $21,801 - $36,400 $36,401 - $58,200 3 $0 - $24,550 $24,551- $40,950 $40,951 - $65,500 4 $0 - $27,250 $27,251- $45,450 $45,451 - $72,750 5 $0 - $29,450 $29,451 - $49,100 $49,101 - $78,600 6 $0 - $31,650 $31,651 - $52,750 $52,751 - $84,400 7 $0 - $33,800 $33,801- $56,400 $56,401 - $90,250 8 $0 - $36,000 $36,001- $60,000 $60,001 - $96,050 *Income limits are set by HU and are subject to change. he income limits listed above are the most current.

43 ttachment 2 City of an iego: Community evelopment Block Grant HU Low and Moderate Income Census Block Groups (Household Income 80% or Below)* ffective July 1, 2014, projects using Low/Moderate Income ummary ata (LMI) to qualify for area benefit activities shall be subject to the updated LMI based upon the merican Community urvey (C). ew data based on the C may be found by visiting the HU xchange website. : he LMI are derived from special tabulations provided to HU by the U.. Census Bureau. HU anticipates receiving these special tabulations of C data every five years. s always, the LMI will be slightly revised each year for changes to grantee jurisdictions and ntitlement CBG program participations. orted by City Council istrict: Council istrict 1 istrict / C / BG Low Mod Pct Block Group % 83.4 Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % 94 Block Group % Council istrict 2 istrict / C / BG Low Mod Pct 61 Block Group % 65 Block Group % 66 Block Group % Block Group % Block Group % Block Group % 69 Block Group % 71 Block Group % Block Group % Block Group % Block Group % 74 Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Page 1 of 8

44 Council istrict 2 continued istrict / C / BG Low Mod Pct 76 Block Group % Block Group % Block Group % 78 Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % 79.1 Block Group % Block Group % Block Group % Block Group % 90 Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % 214 Block Group % Council istrict 3 ttachment 2 istrict / C / BG Low Mod Pct 3 Block Group % 4 Block Group % Block Group % Block Group % 5 Block Group % 6 Block Group % 7 Block Group % 8 Block Group % Block Group % 9 Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % 10 Block Group % Block Group % Block Group % 11 Block Group % Block Group % 12 Block Group % Block Group % Block Group % Block Group % 13 Block Group % Block Group % Block Group % Block Group % Block Group % 15 Block Group % Block Group % Page 2 of 8

45 Council istrict 3 continued istrict / C / BG Low Mod Pct 16 Block Group % 17 Block Group % Block Group % Block Group % Block Group % 18 Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % 21 Block Group % Block Group % 41 Block Group % Block Group % Block Group % Block Group % 42 Block Group % Block Group % 44 Block Group % Block Group % Block Group % Block Group % 46 Block Group % Block Group % 51 Block Group % Block Group % 52 Block Group % Block Group % 53 Block Group % Block Group % Block Group % Council istrict 3 continued istrict / C / BG Low Mod Pct 57 Block Group % Block Group % 59 Block Group % 61 Block Group % 65 Block Group % Council istrict 4 ttachment 2 istrict / C / BG Low Mod Pct Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Page 3 of 8

46 Council istrict 4 continued istrict / C / BG Low Mod Pct Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Council istrict 4 continued istrict / C / BG Low Mod Pct Block Group % Block Group % Council istrict 5 istrict / C / BG Low Mod Pct Block Group % Block Group % Block Group % Block Group % Block Group % Council istrict 6 ttachment 2 istrict / C / BG Low Mod Pct Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Page 4 of 8

47 Council istrict 6 continued istrict / C / BG Low Mod Pct Block Group % Block Group % Block Group % 85.1 Block Group % Block Group % Block Group % Block Group % 94 Block Group % Council istrict 7 istrict / C / BG Low Mod Pct 86 Block Group % Block Group % Block Group % Block Group % Block Group % 88 Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % 90 Block Group % Block Group % Block Group % Block Group % Block Group % Council istrict 7 continued istrict / C / BG Low Mod Pct 94 Block Group % Block Group % 95.1 Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Council istrict 8 ttachment 2 istrict / C / BG Low Mod Pct Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % 40 Block Group % Page 5 of 8

48 Council istrict 8 continued istrict / C / BG Low Mod Pct 40 Block Group % Block Group % Block Group % 41 Block Group % Block Group % 46 Block Group % 47 Block Group % Block Group % 48 Block Group % Block Group % Block Group % 49 Block Group % Block Group % Block Group % 50 Block Group % 51 Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Council istrict 8 continued istrict / C / BG Low Mod Pct Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Council istrict 9 ttachment 2 istrict / C / BG Low Mod Pct 16 Block Group % Block Group % 21 Block Group % Block Group % Block Group % Block Group % Page 6 of 8

49 Council istrict 9 continued istrict / C / BG Low Mod Pct Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % ttachment 2 Council istrict 9 continued istrict / C / BG Low Mod Pct Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % 27.1 Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Page 7 of 8

50 Council istrict 9 continued istrict / C / BG Low Mod Pct Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % Block Group % ttachment 2 Page 8 of 8

51 ttachment 3 Community evelopment ivison ecommended Geography for Geographic argeting - CBG LI VI CIY HIGH U C 75 BI LG P C I F I C C 905 YI I Miles Legend Barrio Logan City Heights ncanto Linda Vista an Ysidro outheastern City of an iego ctive Parks / pen paces Military Facilities ocument Path: L:\GI\PGI\conomicevelopment\CBG\MX\Geographicargeting\ecGeogG.mxd

52 [Page Intentionally Left Blank]

53 Promise Zone Map 69 K L G L 69 PL 69 P IM C L PL P L L G L U V L Y 67 KYM LLIG Y LL HI Y XVI 66 M PGL PL 65 I PL M C L P H Y H C LL M I L P L? p.. CUY GU MI L B U G PL ate: 5/8/2017 ocument Path: L:\GI\PGI\conomicevelopment\Promise Zone\PromiseZone_2016_woadange.mxd Y I K L M 69 X GI B B 65 G Y 64 C JJ C L C H M IL L C MCUY -9 4 PL L I J C L VLCI PY P PL C L K 62 FGU IM BY I I H L ZZI Y I C 58 I F G IY Y L PI MLI L FL M I L LM 53 M I Y GU VI G LGH C KL 56 B LL 57 B C PY H M I LV I I BY GL V UCLI L LLY KL PL M I GU B YV I -9 H 4 I B P C B L UCLI CLI L 50 ILLI JM J 49 UCLI MG U 54 I M G F V 50 MY LU 49 UVL GLI LLY I-805 B 47 I-805 B F H UVL BKLI 48 HL I-805 B F 45 L K P BLCK CLLU Y CH L L 51 U CLI L KH PY IL 46 C C L I 44 CL GI 44 C PL K M LIZB 44 KL C 44 MII 42 PQUL 41 C 47 ML 46 HIGHL VI PL 45 HIGHL 44 4 H B FF I Y BY 43 CUL B FF I B I-5 B I-5 B CH L L FIMU C LUI L P PL PY C CH ULIP MI 39 QUIL HIM BLI C BU C 39 C B IL Y MILB V UC H F U M 39 L 39 I-1 5 B P V I C C U BI G ULK 36 JLL GY U I IL M 4-5 B L 4-5 B LI LI C V I K P I B G BI ILL IL Y VLL Y PI C M PK PL V I G I UIC UK K B P H PL CK IC B Y Y Y MI M 4-5 C PL M F B Y I I CUM CI L P G P CH IL K IC CH M L L V I JI LIG H P I CLY FU V J M I U VI L PL M KU C L C F IC H CH HILL UL C M L QU B K H C I U M I C LL L L U CL G U G L I CLL G LL C C L L H V C PM C P I CK M Y IP L C L C HI Y J M Y BY C L LL KI B I XF MI V L PUCK B L FF V 15 F F B 35 P P 35 I G L I V BL H B 41 K I 34 GGY GGY F I1 F B I-1 5 FCI I-15 B GGY 31 I P G K 32 MC KILY FL FL PY 33 BCF L B Y BCF PY FL BCF GM GM PL L BCF GM F F 30 GV F 30 PL 30 HI 29 LGLY 28 HLY 27 V V I C GLL I C FL PM CPI ULZU M 28 G 28 C Y V P M I C L Y I C 27 C G H I P C M PY CH Z L Y B B 32 L 30 G PHIG BL B L P Y K H I P MI B C PZ H U B I F F B FF PK BL B B 02 Y C BLB B B B LB F 02 PK BL C H L B H MI M -7 5 C C BJ L V B I Y VI PL M LIG VI Z PL BK C HP U P LI C B LL VI U.. 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55 ttachment 4 FY 2018 CBG Budget Category PFI CIP & HUIG HBILII CII CMMUIY & CMIC VLPM CIG CII PUBLIC VIC CIG CII UIBILIY HBILII CIG CII 1. Project Characteristics 2. Project pecifics a. Project ummary: escription of project includes all of the following items: i. ctivities and/or services to be provided; and (5 Points) ii. Characteristics of population(s) to be served; and (5 Points) iii. he critical need(s) that will be addressed including how other resources are not available to meet the need(s). (5 Points) b. ew service or expansion: pplicant defines the expected results of the proposed project will result in a new facility, expansion of an existing facility, or improvements to an existing facility or housing: i. umber and type of major improvements to facility; or ii. Housing stabilization improvements (5 Points) c. Project Goals: pplicant identifies the goal(s) of the project and describes how these goals will be met. (5 Points) d. Project esults: pplicant list either: i. umber of unduplicated City of an iego individuals to be assisted; or ii. umber of unduplicated City of an iego households to be assisted. (5 Points) a. Contract xecution eadiness: xtent to which the proposed project is ready to proceed by the following details: i. otal amount of CBG funds requested is justified by accurate cost estimations; If the facility has received CBG funds for improvements/expansions in the past, applicant must explain the outcome and justification for the request of additional CBG funds. (4 Points) ii. escribes and shows all applicable permits have been identified, planned for, and/or secured. If permits not needed, applicant provides documentation for basis of that determination.(2 Points) iii. City permit application completed and/or architectural plans (5 Points) b. Project chedule: pplicant describes how the project will be completed and funds expended within the required 24-month timeline specifying key milestones: a. Permitting and design completion b. Project will be released for bid c. Construction contract awarded d. nticipated construction timeline e. 100% expenditure level f. Project completion, beneficiaries reported (ational bjective met), and close-out report approved by C Programs staff (12 Points) a. Project ummary: escription of project includes all of the following items: i. ctivities and/or services to be provided; and (5 Points) ii. Characteristics of population(s) to be served; and (5 Points) iii. he critical need(s) that will be addressed including how other resources are not available to meet the need(s). (5 Points) b. ew service or expansion: pplicant defines the expected results of the proposed project (5 Points) c. Project Goals: pplicant identifies the goal(s) of the project and describes how these goals will be met. (5 Points) d. Project esults: pplicant identifies the results of the project (5 Points) a. pplicant provides a listing of the services to be provided and a clear description of each of these services which includes, as applicable, the following details. a. Project ummary: escription of project includes all of the following items: i. ctivities and/or services to be provided; and (5 Points) ii. Characteristics of population(s) to be served; and (5 Points) iii. he critical need(s) that will be addressed including how other resources are not available to meet the need(s). (5 Points) b. ew service or expansion: pplicant defines the expected results of the proposed projects (5 Points) c. Project Goals: pplicant identifies the goal(s) of the project and describes how these goals will be met. (5 Points) d. Project esults: pplicant lists either: pplicant lists the number of unduplicated C individuals and total number of LMI anticipated to be served below 80% MI (5 Points) a. ervices to be provided: pplicant provides a listing of the services to be provided and a clear description of each of these services which includes, as applicable, the following details: i. he quantity and duration of each of these services; (Points 3) i. he quantity and duration of each of these services; (3 Points) ii. he method of delivery which should include whether these services will be provided on an individual basis and/or group settings; and (Points 5) iii. n explanation and justification for total amount of CBG funds requested in relation to the services provided and any fees charged. (Points 5) b. Project chedule pplicant describes how the project will be completed within the required 12-month timeline with appropriate milestones and estimated expenditures. (Points 5) Fiscal Year 2019 CBG FP coring Criteria ii. he method of delivery; which should include details on how these services will be provided and if services will occur on an individual basis and/or group settings. (5 Points) iii. n explanation and justification for total amount of CBG funds requested in relation to the services provided and any fees charged.(5 Points) b. Project chedule pplicant describes how the project will be completed within the required 12-month timeline with appropriate milestones and estimated expenditures per month/quarter. (5 Points) a. Project ummary: escription of project includes all of the following items: i. ctivities and/or services to be provided; and (5 Points) ii. Characteristics of population(s) to be served; and (5 Points) iii. he critical need(s) that will be addressed including how other resources are not available to meet the need(s). (5 Points) (pplicant should either answer B. i., ii and iii. B. iv, v. and vi.) b. pplicant clearly explains how the proposed project will result in energy efficiency, water efficiency, and/or waste diversion improvements to an existing facility or housing : i. Facility Improvements: escribe and quantify the sustainability improvements proposed to the facility; ii. xplain the methodology used to quantify the proposed sustainability improvements; iii. escribe applicant s reinvestment plan for the cost savings or cost avoidance resulting from the proposed improvements; iv. Housing ehab: escribe and quantify the proposed sustainability improvements proposed for the housing units; v. xplain the methodology used to quantify the proposed sustainability improvements; vi. escribe the anticipated cost savings or cost avoidance (per household) as a result of the proposed improvements. (5 Points) c. Project Goals: pplicant identifies the goal(s) of the project and describes how these goals will be met in relation to the Climate ction Plan. (5 Points) d. Project esults: pplicant lists either: i. umber of unduplicated City of an iego individuals to be assisted; or ii. umber of unduplicated City of an iego households to be assisted. (5 Points) a. Contract xecution eadiness: xtent to which the proposed project is ready to proceed by the following details: i. otal amount of CBG funds requested is justified by accurate cost estimations; If the facility has received CBG funds for improvements/expansions in the past, applicant must explain the outcome and justification for the request of additional CBG funds. (4 Points) ii. escribes and shows all applicable permits have been identified, planned for, and/or secured. If permits not needed, applicant provides documentation for basis of that determination. (2 Points) iii. City permit application completed and/or architectural plans (5 Points) b. Project chedule: pplicant describes how the project will be completed and funds expended within the required 24-month timeline specifying key milestones: a. Permitting and design completion b. Project will be released for bid c. Construction contract awarded d. nticipated construction timeline e. 100% expenditure level f. Project completion, beneficiaries reported (ational bjective met), and close out report approved by C Programs staff (12 Points) 3. Project Benefits (pplicant should either answer a, b. or c.; and d., e. and f. ) a. pplicant clearly describes how the project will provide services to high-need populations and provides the references used for this determination. Public Projects must be considered a low- and moderate-income Limited Clientele ctivity (LMC) by serving one of the following populations: i. Presumed Benefit low-income clientele as defined by HU; ii. irect benefit to low-income Persons based on compliance with HU income limits through documented family size and income. b. Low- and moderate-income Housing (LMH): Units occupied by Low-and Moderateincome persons. c. Low- and moderate-income rea Benefit (LM): Facility or improvements will provide activities that are available to benefit all the resident of an area which is primarily residential and that has a service area that qualifies with a majority of HU-eligible census block groups. (7 Points) d. Homeless ervices: pplicant describes how the project will provide services to homeless individuals and identifies homeless individuals at minimum as 20% or more of the population served. (2 Points) e. Geographic argeting location: Proposed facility or housing improvements are located in at least one of the Community Planning areas identified as high-need: Barrio Logan, an Ysidro, Linda Vista, ncanto, outheastern, City Heights, or Promise Zone. (1 Point) a. pplicant describes how the project will provide services to high need populations and provides the sources used for this determination. C projects must be considered a low- and moderate-income limited Clientele ctivity (LMC) by serving one of the following populations: i. Presumed low-income clientele as defined by HU or ii. irect benefit to low-income persons based on compliance with HU income limits through documented family size and income. (12 Points) b. Homeless ervices: pplicant describes how the project will provide services to homeless individuals and identifies homeless individuals at minimum as 20% or more of the population served. (2 Points) c. Geographic argeting location: Proposed facility or housing improvements are located in at least one of the Community Planning areas identified as high-need: Barrio Logan, an Ysidro, Linda Vista, ncanto, outheastern, City Heights, or Promise Zone. (1 Point) a. pplicant clearly describes how the project will provide services to high need populations and provides the references used for this determination. Public Projects must be considered a low- and moderate-income Limited Clientele ctivity (LMC) by serving one of the following populations: i. Presumed Benefit low-income clientele as defined by HU; or ii. irect benefit to low-income persons based on compliance with HU income limits through documented family size and income. (12 Points) b. Homeless ervices: pplicant describes how the project will provide services to homeless individuals and identifies homeless individuals at minimum as 20% or more of the population served. (2 Points) c. Geographic argeting location: Proposed facility or housing improvements are located in at least one of the Community Planning areas identified as high-need: Barrio Logan, an Ysidro, Linda Vista, ncanto, outheastern, City Heights, or Promise Zone. (1 Point) (pplicant should either answer a, b. or c.; and d., e. and f. ) a. pplicant clearly describes how the project will provide services to high-need populations and provides the references used for this determination. Public Projects must be considered a lowand moderate-income Limited Clientele ctivity (LMC) by serving one of the following populations: i. Presumed Benefit low-income clientele as defined by HU; ii. irect benefit to low-income persons based on compliance with HU income limits through documented family size and income. b. Low- and Moderate-Income Housing (LMH): Units occupied by low and moderate income persons. c. Low- and Moderate-Income rea Benefit (LM): Facility or improvements will provide activities that are available to benefit all the resident of an area which is primarily residential and that has a service area that qualifies with a majority of HU-eligible census block groups. (7 Points) d. Homeless ervices: pplicant describes how the project will provide services to homeless individuals and identifies homeless individuals at minimum as 20% or more of the population served. (2 Points) e. Geographic argeting location: Proposed facility or housing improvements are located in at least one of the Community Planning areas identified as high need: Barrio Logan, an Ysidro, Linda Vista, ncanto, outheastern, City Heights, or Promise Zone. (1 Point)

56 ttachment 4 Category PFI CIP & HUIG HBILII CII CMMUIY & CMIC VLPM CIG CII PUBLIC VIC CIG CII UIBILIY HBILII CIG CII f. Geographic argeting ervices: pplicant has presented clear service delivery to d. Geographic argeting ervices: Proposed facility or housing improvements d. Geographic argeting ervices: pplicant presents service delivery to clients f. Geographic argeting ervices: pplicant has presented clear service delivery to clients residing clients residing in one of more of the six Community Planning areas identified as are located in at least one of the Community Planning areas identified as residing in one or more of the six Community Planning areas identified as in one of more of the six Community Planning areas identified as high-need: Barrio Logan, an high-need: Barrio Logan, an Ysidro, Linda Vista, ncanto, outheastern, City high-need: Barrio Logan, an Ysidro, Linda Vista, ncanto, outheastern, City high-need: Barrio Logan, an Ysidro, Linda Vista, ncanto, outheastern, City Ysidro, Linda Vista, ncanto, outheastern, City Heights, or Promise Zone. (3 Points) Heights, or Promise Zone. (3 Points) Heights, or Promise Zone. (5 Points) Heights, or Promise Zone. (5 Points) Projects Benefits (Continued) Fiscal Year 2019 CBG FP coring Criteria 5. Project Budget a. rganization Project xperience: pplicant describes their experience in successfully implementing projects of similar scope and of comparable complexity. (5 Points) b. rganization xperience w/ LMI clients: pplicant has experience in providing services to low- and moderate-income residents or presumed low and moderate income CBG beneficiaries. (3 Points) c. Collaboration: pplicant describes collaboration with similar organizations, peer to peer networks, and/or partner agencies for referral purposes to benefit LMI/Presumed LMI clients. (4 Points) a. pplicant identifies alternative future sources of funding to support the proposed project and demonstrates that the project will not rely on CBG funds for program sustainability. (5 Points) b. Budget for project identifies all sources of funding for the total project costs. (5 Points) c. Budget details uses of funds (City of CBG funds and non-city of CBG funds) by eligible budget line items. (3 Points) d. Budget lists all other funding sources secured for project, submits documentation for each source listed, and percent of funds leveraged (calculated by: other secured funding/total project costs) is: a. rganization Project xperience: pplicant describes their experience in successfully implementing projects of similar scope and of comparable complexity. (5 Points) b. rganization xperience w/ LMI clients: pplicant has experience in providing services to low- and moderate-income residents or presumed low- and moderate-income CBG beneficiaries. (3 Points) c. Collaboration: pplicant describes collaboration with similar organizations, peer to peer networks, and/or partner agencies for referral purposes to benefit LMI/Presumed LMI clients. (4 Points) a. ustainability: pplicant identifies alternative future sources of funding to support the proposed project and demonstrates that the project will not rely on CBG funds for program sustainability.(4 Points) b. otal Project Budget: Budget for project clearly identifies all sources of funding for the total project costs. (5 Points) c. Proposed uses of Project funds: Budget details uses of funds (City of an iego CBG funds and City of an iego CBG funds) by eligible budget line items (3 Points) d. Leverage: Budget lists all other funding sources secured for project, submits documentation for each source listed, and percent of funds leveraged (calculated by: other secured funding/total project costs) is: a. rganization Project xperience: pplicant describes their experience in successfully implementing projects of similar scope and of comparable complexity. (5 Points) b. rganization xperience w/ LMI clients: pplicant has experience in providing services to low- and moderate-income residents or presumed low- and moderate-income CBG beneficiaries. (3 Points) c. Collaboration: pplicant describes collaboration with similar organizations, peer to peer networks, and/or partner agencies for referral purposes to benefit LMI/Presumed LMI clients. (4 Points) a. pplicant identifies alternative future sources of funding to support the proposed project and demonstrates that the project will not rely on CBG funds for program sustainability. (5 Points) b. Budget for project identifies all sources of funding for the total project costs. (5 Points) c. Budget details uses of funds (City of CBG funds and non-city of CBG funds) by eligible budget line items.(3 Points) d. Budget lists all other funding sources secured for project, submits documentation for each source listed, and percent of funds leveraged (calculated by: other secured funding/total project costs) is: a. rganization Project xperience: pplicant describes their experience in successfully implementing projects of similar scope and of comparable complexity. (5 Points) b. rganization xperience w/ LMI clients: pplicant has experience in providing services to low- and moderate-income residents or presumed low- and moderateincome CBG beneficiaries. (3 Points) c. Collaboration: pplicant describes collaboration with similar organizations, peer to peer networks, and/or partner agencies for referral purposes to benefit LMI/Presumed LMI clients. (4 Points) a. pplicant identifies alternative future sources of funding to support the proposed project and demonstrates that the project will not rely on CBG funds for program sustainability. (5 Points) b. Budget for project identifies all sources of funding for the total project costs. (5 Points) c. Budget details uses of funds (City of CBG funds and non-city of CBG funds) by eligible budget line items.(3 Points) d. Budget lists all other funding sources secured for project, submits documentation for each source listed, and percent of funds leveraged (calculated by: other secured funding/total project costs) is: 0% 5% (0 points) 41% 60% (3 points) 6% 20% (1 point) 61% 80% (4 points) 21% 40% (2 points) 81% 100% (5 points) 0% 5% (0 points) 41% 60% (3 points) 6% 20% (1 points) 61% 80% (4 points) 21% 40% (2 points) 81% 100% (5 points) 0% 5% (0 points) 41% 60% (3 points) 6% 20% (1 points) 61% 80% (4 points) 21% 40% (2 points) 81% 100% (5 points) 0% 5% (0 points) 41% 60% (3 points) 6% 20% (1 point) 61% 80% (4 points) 21% 40% (2 points) 81% 100% (5 points) 6. Project ligibility & Performance Indicators a. Project ligibility i. he cope of ork and Budget, in its entirety, demonstrate compliance CBG eligibility requirements (1 Point) ii. he eligible cope of ork and Budget demonstrates compliance with meeting the ational bjectives and other HU requirements; and (1 Point) b. City of an iego rack ecord: ating based on past performance of applicant agency on projects previously funded by the City of an iego under the CBG program. hese are subtractive points from maximum 100-point score, designed by documented performance levels: o deficiencies (0) Minor deficiencies (-1) Moderate deficiencies (-2) ignificant deficiencies (-3) Performance Indicator data collected from FY 2015-FY 2017 for FY 2019 evaluations; application stated leveraged funding will be evaluated for FY 2020 application cycle a. Project ligibility i. he cope of ork and Budget, in its entirety, demonstrates compliance CBG eligibility requirements (1 Point) ii. he eligible cope of ork and Budget demonstrates compliance with meeting the ational bjectives and other HU requirements; and (1 Point) b. City of an iego rack ecord: ating based on past performance of applicant agency on projects previously funded by the City of an iego under the CBG program. hese are subtractive points from maximum 100-point score, designed by documented performance levels: o deficiencies (0) Minor deficiencies (-1) Moderate deficiencies (-2) ignificant deficiencies (-3) Performance Indicator data collected from FY 2015-FY 2017 for FY 2019 evaluations; application stated leveraged funding will be evaluated for FY 2020 application cycle a. Project ligibility i. he cope of ork and Budget, in its entirety, demonstrates compliance CBG eligibility requirements (1 Point) ii. he cope of ork and Budget demonstrates compliance with meeting the ational bjectives and other HU requirements (1 Point) b. City of an iego rack ecord: ating based on past performance of applicant agency on projects previously funded by the City of an iego under the CBG program. hese are subtractive points from maximum 100-point score, designed by documented performance levels: o deficiencies (0) Minor deficiencies (-1) Moderate deficiencies (-2) ignificant deficiencies (-3) Performance Indicator data collected from FY 2015-FY 2017 for FY 2019 evaluations; application stated leveraged funding will be evaluated for FY 2020 application cycle a. Project ligibility i. he cope of ork and Budget, in its entirety, demonstrates compliance CBG eligibility requirements (1 Point) ii. he eligible cope of ork and Budget demonstrates compliance with meeting the ational bjectives and other HU requirements; and (1 Point) iii. he level of nvironmental eview (City, tate and Federal) needed has been identified and planned for, as demonstrated by HU Program staff verification; (2 Point) b. City of an iego rack ecord: ating based on past performance of applicant agency on projects previously funded by the City of an iego under the CBG program. hese are subtractive points from maximum 100-point score designed by documented performance levels: o deficiencies (0) Minor deficiencies (-1) Moderate deficiencies (-2) ignificant deficiencies (-3) Performance Indicator data collected from FY 2015-FY 2017 for FY 2019 evaluations; application stated leveraged funding will be evaluated for FY 2020 application cycle

57 ttachment 5 FP esponse ubmission You will learn: How to complete and submit a equest for Proposals (FP) response in Grants How to open and continue working on a previously saved FP response in Grants How to edit your organization s Board of irectors members in Grants tep escription creenshot 1 Log into using the credentials for either the Primary epresentative or econdary epresentative of your organization. : Your organization will need to have been deemed qualified during the equest for Qualifications (FQ) phase to submit FP responses. 2 3 Go to the pplications tab and then click on the View pproved FQ pplications along the left side. Click on the corresponding eyeball icon ( ) in the ctions column to open the FQ response. : Make sure the tatus column has pproved for the FQ application. If there is no approved application, then your organization cannot participate in the FP phase. You should now see the FQ response in view mode only. fter verifying once again that this is the FQ response you would like to submit a companion FP response for, find and click on the Create FP button. : he Create FP button will only be available during the actual FP phase period. If there is no such button, then it means either the FP response submission deadline has passed or the FP phase has not yet started. Page 1 of 14

58 ttachment 5 FP esponse ubmission tep escription creenshot 4 You should now see a Focus rea/mu Program field with a drop-down menu with the following selections: ustainability, Inclusive conomic Growth, Infrastructure Programs, and Public ervices. elect the option corresponding to the FP project type your organization would like to apply for. : elect ustainability for the ustainability ehabilitation (U) category. elect Inclusive conomic Growth for the Community and conomic evelopment (C) category. elect Infrastructure Programs for the onprofit Capital Improvement Project/Housing ehabilitation (CIP/H) category, which also encompasses the ingle-family Housing ehabilitation (H) category. elect Public ervices for the Public ervices (P) category (including those applying as small/emerging organizations). 5 You should now see an FP ype/project ypes field with a drop-down menu. he menu options available will vary depending on your selection in step 4. elect the FP type you would like to apply for. Click on the Continue button. (If you change your mind, you may click on the Cancel button to go back to the F. : he onprofit Capital Improvement Project/Housing ehabilitation (CIP/H) category also encompasses the ingle-family Housing ehabilitation (H) category described in the FY 2019 CBG FP Handbook. 6 You should now see two tabs: gency Information and Budget. Click on the gency Information tab and populate the following fields in the General Information section: Project ame, Project Provides Citywide ervices, Project Location Council istrict, Project Location Community Plan rea, and Project Location Promise Zone rea. : Consult the FY 2019 CBG FP Handbook or contact City staff if you are not sure what to enter into the fields. Page 2 of 14

59 ttachment 5 FP esponse ubmission tep escription creenshot Click on the Budget tab. ead the instructions for the emonstration of ustainability field and enter the requested response. nce you are finished, click on the ave button. 7 8 You should now see four additional tabs: gency Information, Budget, equired Forms and upporting ocuments. Click on the gency Information tab and scroll down to the Project Locations section. 9 Click on the ew button and populate the fields regarding the location of the proposed project. Click on the ave button. epeat this process if there are more locations. : ach location must be within an iego County. For ingle-family Housing ehabilitation projects, enter the locations of the housing units to be rehabilitated. If they are not yet known at the time of the FP response submission, enter Various Locations B in the escription field and enter the administrative address of your organization. Page 3 of 14

60 ttachment 5 FP esponse ubmission tep escription creenshot Click on the equired Forms tab. In the Business Forms section, click on the eyeball icon ( ) in the ctions column to open the form You should now see five tabs: Project Characteristics, Project pecifics, Project Benefits, rganization Capacity, and Certifications. (You may need to click on the + tab to see the rest of the tabs.) Click on the Project Characteristics tab and then click on the dit button to open the fields. 12 Begin populating the fields in the Project Characteristics tab, making sure to follow the notes and instructions (for example, some fields must be left blank if they are not applicable to your project type). bserve the character count limits (note that formatting such as bold, italics, etc. will count towards the limits). nce you are finished, click on the ave button to preserve your work. : Consult the FY 2019 CBG FP Handbook or contact City staff if you are not sure what to enter into the fields. Page 4 of 14

61 ttachment 5 FP esponse ubmission tep escription creenshot 13 Click on the Project pecifics tab and then click on the dit button to open the fields. Begin populating the fields in the Project Characteristics tab, making sure to follow any notes and instructions. bserve the character count limits (note that formatting such as bold, italics, etc. will count towards the limits). nce you are finished, click on the ave button to preserve your work. : Consult the FY 2019 CBG FP Handbook or contact City staff if you are not sure what to enter into the fields Click on the Project Benefits tab and then click on the dit button to open the fields. Begin populating the fields in the Project Benefits tab, making sure to follow the notes and instructions (for example, some fields must be left blank if they are not applicable to your project type). bserve the character count limits (note that formatting such as bold, italics, etc. will count towards the limits). nce you are finished, click on the ave button to preserve your work. : Consult the FY 2019 CBG FP Handbook or contact City staff if you are not sure what to enter into the fields. Click on the rganization Capacity tab and then click on the dit button to open the fields. Begin populating the fields in the rganization Capacity tab, making sure to follow any notes and instructions. bserve the character count limits (note that formatting such as bold, italics, etc. will count towards the limits). nce you are finished, click on the ave button to preserve your work. : Consult the FY 2019 CBG FP Handbook or contact City staff if you are not sure what to enter into the fields. Page 5 of 14

62 ttachment 5 FP esponse ubmission tep escription creenshot 16 Click on the Certifications tab and then click on the dit button to open the fields. here are eight (8) or nine (9) sections to read, respond to, and/or acknowledge, depending on your FP type. o indicate acknowledgement, click on the check boxes next to the statements. : Certain sections will require you to select all or only one of the options. efer to the instructions for each section for guidance. If you selection more than one or only one option incorrectly, the system will display an error message upon submission of the FP response. 17 egarding the three (3) Conflict of Interest questions (Parts, B, and C), indicate your response to each question by selecting from the drop-down menu ( Yes or o ). If your answer is yes, enter the name, position, and affiliation with the City for each person in the following table by clicking on the ew button, populating the fields, and then clicking on the ave button. (ote each person must be entered one at a time.) If your answer is no, enter '/' in each of the fields in the following table by clicking on the ew button, populating the fields with /, and then clicking on the ave button. nce you have finished completing the Certifications tab, click on the Back to pplication button. 18 Page 6 of 14

63 ttachment 5 FP esponse ubmission tep escription creenshot Click on the Budget tab. here are three (3) sections to populate: emonstration of ustainability, otal Project Budget Information by Funding ources, and Proposed Uses of otal Project Funds. 19 o edit the emonstration of ustainability section, click on the dit button to reopen the field. fter you are finished editing, click on the ave button to preserve your work o add the CBG funding amount being requested in the otal Project Budget Information by Funding ources section, click on the pencil icon ( ) in the ctions column of the equence 1 row to open the fields. nter the CBG funding amount requested in the field in the mount Unsecured column only. o not enter any amount in the field in the mount ecured column. Click on the ave button. : bserve the minimum CBG funding amount you must request, which varies by FP project type. Page 7 of 14

64 ttachment 5 FP esponse ubmission tep escription creenshot 22 o add other funding sources and amounts to be used as leverage in the otal Project Budget Information by Funding ources section, click on the ew button to open the fields. Populate the fields, making sure to properly identify mount ecured and/or mount Unsecured figures. nsure that each row has a unique equence number and that you do not skip numbers starting from 2 and so on. Click on the ave button after you are finished. epeat this step until you have entered all of your proposed project s funding sources and amounts. 23 fter you have entered the CBG funding amount requested and the leverage funding sources and amounts (whether secured or unsecured), proceed to the Proposed Uses of otal Project Funds section to enter specific expenditure line items for the proposed project. o enter information for a specific expenditure line item, click on the arrow ( ) in the ctions column to open a popup window. In the popup window, click on the ew button to open the fields to populate. Be careful to provide detailed but succinct narratives (i.e., descriptions) for each subline item. fter you are finished, click on the ave button. o delete an entire subline item, click on the trash can ( ) icon. o edit a subline item, click on the pencil icon ( ). nce you are ready and information has been saved, click on the X in the upper-right corner of the popup window to close it. Page 8 of 14

65 ttachment 5 FP esponse ubmission tep escription creenshot 24 : ach on-personnel xpenses (P) line item (rows 4 19) can only have one subline item. Furthermore, the itle field must be the same as the expenditure line item name. In contrast, each Personnel xpenses (P) line item (rows 1 2) can have more than one subline item. Furthermore, the itle field can vary by position and personnel-related expenditure types. Be careful to provide detailed but succinct narratives (i.e., descriptions) for each subline item. 25 fter you have completed the Proposed Uses of otal Project Funds section, the system will sum the figures and provide totals at the bottom of the table (row 21). : he total for the City mount column must match the CBG funding amount requested. he total for the on-city mount column must match the non-cbg funding amount (secured plus unsecured). therwise, the system will not allow you to submit the FP response to the City. 26 Click on the upporting ocuments tab to see two sections: ttachments and upporting ocument emplates. he upporting ocument emplates section lists the mandatory documents you are required to attach to the FP response, as well as the optional documents you may need to attach if they are applicable to your FP response. If there is a City-provided template or form, you may download the template or form from this section by clicking on the corresponding down-arrow cloud ( ) icon. eview the list and prepare the documents to upload. : Grants will only accept PF or JPG files. Page 9 of 14

66 ttachment 5 FP esponse ubmission tep escription creenshot 27 o upload a document, click on the dd button to call up a popup window. In the popup window, click on the Upload File from Computer tab. Choose the ype of the document from the drop-down menu. he selections are based on the list of documents in the upporting ocument emplates section. 28 Click on the Choose File button to navigate to the file you would like to upload from your local computer. Click on the pen button to upload the file to the system. : he system will only accept PF and JPG file types. 29 nter a brief description of the file in the escription field. Click on the ave button and then click on the X button to close the popup window. You should now see your file uploaded to the ttachments section. : Clicking on the corresponding down-arrow cloud ( ) icon brings up the document uploaded. epeat steps until all the required files have been attached to your organization s FP response. he system will check to see if you have at least addressed all of the documents marked as Mandatory. Page 10 of 14

67 ttachment 5 FP esponse ubmission tep escription creenshot 30 Click on the ubmit to Grantor button to officially submit the FP response to the City for review. : nly your organization s Primary epresentative will have access to the ubmit to Grantor button. If you are working as the econdary epresentative, coordinate with the Primary epresentative to officially submit the FP response to the City. 31 he system will validate the information you had entered using internal controls. If there are any errors or deficiencies identified, the system will display error messages along the top of the screen. ll error messages must be addressed and cleared before the system will allow you to submit the FP response. 32 nce successfully submitted, the FP response will be reviewed by City staff, and a determination will be made on whether or not it should be forwarded to the Consolidated Planning dvisory Board (CPB) for evaluation and scoring. nd Page 11 of 14

68 ttachment 5 FP esponse ubmission How to pen and Continue orking on a Previously aved FP esponse: tep escription creenshot 1 Log into using the credentials for either the Primary epresentative or econdary epresentative of your organization. : hile both the Primary epresentative and econdary epresentative are able to work on the FQ response, only the Primary epresentative will be able to officially submit it to the City. 2 Go to the pplications tab and then click on View FP pplications along the left side. Look for the previously saved FP response you would like to revise. Click on the corresponding eyeball icon ( ) in the ctions column to open the FP response. Click on the dit button to continue working on the FP response. efer to the steps outlined in the FP esponse ubmission guide. 3 Page 12 of 14

69 ttachment 5 FP esponse ubmission How to nter Your rganization s Board of irectors Members in Grants: tep escription creenshot Log into using the credentials the Primary epresentative of your organization. 1 Click on the Home tab ( ) and then click on Manage rganization Profile along the left side. 2 You should now see three tabs: verview, elated Log, and Board of irectors. Click on the Board of irectors tab. 3 Page 13 of 14

70 ttachment 5 FP esponse ubmission Click on the dd button to open a page where the profile of one board member may be entered. 4 5 Fill out the fields on the page, using the help text icons provided ( ) for guidance and clarification. hen you are finished, click on the ave button. epeat steps 3 5 for each board member until all members have been entered. 6 o edit a board member profile previously entered, click on the Board of irectors tab and one of the icons in the ctions column. he trash can icon ( ) deletes the entire existing profile from the system. he pencil icon ( ) opens the profile for editing, after which the ave button should be clicked to preserve the changes. he eyeball icon ( ) opens the profile for viewing only. 7 You may update the Board of irectors tab at any time by following the above steps. nd For additional support, CBG@sandiego.gov or visit the esources tab at edgrants.force.com. Page 14 of 14

71 ttachment 6 : pplicants deemed not qualified through the Fiscal Year 2019 CBG equest for Qualifications (FQ) process are precluded from participating in the Fiscal Year 2019 CBG equest for Proposals (FP) process. City of an iego Community evelopment ivision (C) FY 2019 CMMUIY VLPM BLCK G QU F PPL (CBG FP) IMLI* eadline ction hursday, ovember 23, 2017 hanksgiving holiday (City offices closed) Monday, ovember 27, 2017 FY 2019 CBG FP released via Grants Mandatory FY 2019 CBG FP orkshop essions uesday, ovember 28, 2017 ednesday, ovember 29, 2017 ovember 30 ecember 19, 2017 (no later than 12:00 p.m. on 12/19) ime: 9:30 10:00 a.m. ign-in 10:00 11:30 a.m. orkshop 1:00 1:30 p.m. ign-in 1:30 3:00 p.m. orkshop Location: Valencia Park/Malcolm X Branch Library 5148 Market treet an iego, C Mandatory FY 2019 CBG FP orkshop essions ime: 9:30 10:00 a.m. ign-in 10:00 11:30 a.m. orkshop 1:00 1:30 p.m. ign-in 1:30 3:00 p.m. orkshop Location: Valencia Park/Malcolm X Branch Library 5148 Market treet an iego, C ne-on-ne echnical ssistance meetings at C ffice by appointment only

72 ttachment 6 City of an iego Community evelopment ivision (C) FY 2019 CMMUIY VLPM BLCK G QU F PPL (CBG FP) IMLI* eadline ction ptional pen Lab: Grants hursday, ecember 7, 2017 Monday, January 8, 2018 o later than 12:00 p.m. (P) ednesday, January 10, 2018 ime: 9:00 12:00 a.m. 1:30 4:00 p.m. Location: Civic Center Plaza 8 th Floor raining oom 1200 hird ve an iego, C eadline to FP-related questions to CBG@sandiego.gov Last day of FQ posting on Grants ptional Procrastinators pen Lab: Grants hursday, January 11, 2018 hursday, January 11, 2018 o later than 5:00 p.m. (P) Friday, January 12, 2018 o later than 5:00 p.m. (P) Monday, January 15, 2018 uesday, January 16, 2018 o later than 12:00 p.m. (P) ime: 9:00 12:00 a.m. 1:30 4:00 p.m. Location: Civic Center Plaza 8 th Floor raining oom 1200 hird ve an iego, C eadline to use City computer/internet to submit FP responses eadline to request updates to Primary/econdary epresentatives on Grants r. Martin Luther King, Jr. holiday (City offices closed) eadline to request Grants navigation assistance/staff support ( XCPI)

73 ttachment 6 City of an iego Community evelopment ivision (C) FY 2019 CMMUIY VLPM BLCK G QU F PPL (CBG FP) IMLI* eadline uesday, January 16, 2018 o later than 11:59 p.m. (P) ction eadline to submit FY 2019 CBG FP responses via Grants ( XCPI) January 17 26, 2018 C staff review of FP proposals Monday, January 29, 2018 February 5 23, 2018 hursday, March 8, 2018 Friday, March 9, 2018 ednesday, March 14, 2018 pril 2018 *ote: ates subject to change. FY 2019 CBG FP materials available to Consolidated Plan dvisory Board (CPB) members for review and scoring Potential CPB ad hoc meetings on proposals CPB FY 2019 CBG FP scoring results due to C staff FY 2019 CBG FP scoring results posted on CBG Program website and ed to interest list CPB Meeting: FY 2019 CBG FP scores approved and funding recommendations forwarded to City Council for approval FY 2019 CBG funding recommendations presented to City Council for approval with FY 2019 nnual ction Plan