COMMUNITY DEVELOPMENT BLOCK GRANT FUNDING OUTSIDE SERVICE PROVIDER/NON-PROFIT AGENCY FUNDING REQUEST FOR FISCAL YEAR 2019-20 This form is intended as a guide for preparation of your Community Development Block Grant (CDBG) Request for Funding application to the City of Tustin. Feel free to use the form as provided, or if more space is needed for your responses, you may add separate sheets. You may also retype the form to suit your needs, keeping the same basic format. Information you provide will be used by City staff, citizens attending the Citizen Participation Meeting, and elected officials to evaluate and rank the proposals received. The evaluation criteria to be used are attached for your use. The funding of specific proposals is subject to City Council approval, and the Council reserves the right to reject any or all funding requests. The deadline for filing applications for the City of Tustin s Community Development Block Grant Program is 5:00 p.m. on January 4, 2019. No applications will be accepted after that date. Please submit three (3) copies of the completed Request for Funding application to: City of Tustin Community Development Department Attn: Adrianne DiLeva-Johnson 300 Centennial Way Tustin, CA 92780 If you have questions or need additional information, please call Adrianne DiLeva-Johnson at (714) 573-3138.
COMMUNITY DEVELOPMENT BLOCK GRANT FUNDING OUTSIDE SERVICE PROVIDER/NON-PROFIT AGENCY FOR FISCAL YEAR 2019-20 REQUEST FOR FUNDING APPLICATION GENERAL INFORMATION 1. Name of applicant (agency): 2. Address: 3. Phone number: 4. Name and title of contact person: 5. Non-profit incorporation (if applicable): Date State 6. Federal Tax ID number: 7. Purpose of the organization: 7a. Is organization affiliated with a religious institution? Yes No 8. Qualifications of organization. (Describe your organization and explain how your professional qualifications will help carry out the proposed program. Please list all appropriate academic credentials, as well as previous related experience. You should also describe the past performance of this program, and other related programs with which you City of Tustin Page 1 of 7 2019-20 Funding Application
have been affiliated with. Please be aware that a favorable evaluation of this section will depend on how clearly your qualifications will promote a successful program). FUNDING REQUEST 1. Name of proposed project (please note the specific individual project/program for which you are requesting funding, not the general services provided by your organization. 2. Area, physical location, or address of specific project: 3. Statement of needs. (Provide a detailed description of the proposed project and its purpose, including a detailed explanation of what need you will be fulfilling for Tustin residents. Include specific geographic boundaries of your proposed service area, or target area to be served. If your program operates outside of Tustin City limits, please indicate how you will ensure that the majority of individuals served meet the low/moderate income as stipulated by CDBG regulations [example: income statements.] Also, please explain how your program will reach Tustin residents.) City of Tustin Page 2 of 7 2019-20 Funding Application
PROJECT JUSTIFICATION 1. Number of persons anticipated annually to be benefited by project: 2. a. Number of Tustin residents anticipated annually to be benefited by project: b. Percentage of Tustin residents anticipated annually to benefit by the project: 3. a. Is this a new project? Yes No b. If not, how many years has it been in existence? c. Is this a multi-phased project that would require funding in future years? Yes No Number of Years 4. To the extent known to you, please estimate the following characteristics of your client population, or the population of the area served by your program. (Please refer to the attached Income Limits): Client Characteristics-Estimated Percent of Clients Low income % Moderate income % Abused children % Battered spouses % Elderly (62 or older) % Handicapped % Homeless % Illiterate % Migrant farm workers % City of Tustin Page 3 of 7 2019-20 Funding Application
5. Indicate under which federal criterion your program qualifies for CDBG funds: Low/Moderate Income Slum/Blight If you are qualifying under the slum/blight criterion, describe the condition and economic characteristics of the targeted area or properties. Explain how your program will address the conditions which contribute to the deterioration of the area. 6. Which of the following categories best describes your program: Social service Historical preservation Capital improvement Other (specify) BUDGET/FINANCIAL DATA 1. Average annual budget of organization 2. Estimated total project cost (Specific project/program for which you are requesting funding, not entire organization): FY 2019-20 3. Please list anticipated annual revenues and expenditures for the specific project or program for which you are requesting funding, not the entire organization. If you are seeking funding for salaries and benefits, please list each position separately. Emphasis in reviewing will be placed on self-sufficiency, and consideration of the extent the project relies on Block Grant funding. (Attach a copy of your organization s budget, if necessary). REVENUE: Tustin CDBG request Other public funding Private funding/contributions Program fees Other (please specify) Total Annual Revenue $ $ $ $ $ $ City of Tustin Page 4 of 7 2019-20 Funding Application
EXPENDITURES: CDBG OTHER TOTAL FUNDS FUNDS Salaries and benefits Staff position $ $ $ Staff position $ $ $ Supplies $ $ $ Rent $ $ $ Communications (telephone, postage etc) $ $ $ Local travel $ $ $ Insurance $ $ $ Staff training (workshops, materials etc) $ $ $ Capital expenses (please specify) $ $ $ Other (please specify) $ $ $ Total Annual Expenditures $ $ $ 4. Amount of Tustin CDBG Funding requested for the 2019-20 program year. $ 5. Other funding to be used for project (list amounts and sources): Source Amount Total City of Tustin Page 5 of 7 2019-20 Funding Application
6. Previous year s funding sources used for project if applicable (list amounts and sources): Source Amount Total 7. What specific information was used to estimate the project cost? (Provide as an attachment, if necessary): 8. Evaluation of project. (Please describe the process you will employ in order to evaluate the effectiveness of your program. You are encouraged to provide an evaluation plan which can be expressed in quantifiable terms, with objective, measurable standards to judge the relative success of the program): City of Tustin Page 6 of 7 2019-20 Funding Application
9. Certification. I hereby certify that the above information is accurate and true. If funds are granted to our organization, they will be used for a CDBG eligible purpose. We understand that liability insurance will be required for our group, and that our formal agreement with the City will specify other reporting and programmatic provisions. Signature Date Name Title _ Organization/Agency Note: If signer is a representative of a corporation/partnership, then documentation should be attached which clearly authorizes them to sign on behalf of the organization/partnership. City of Tustin Page 7 of 7 2019-20 Funding Application
CITY OF TUSTIN CDBG 2019-20 FUNDING SUPPLEMENTAL APPLICATION REFERENCE MATERIALS
CONSOLIDATED PLAN GOALS
SP 45 Goals Summary 91.215(a)(4) Goals Summary Information Sort Goal Name Order 1 Preservation of At Risk Rental Units 2 First Time Homebuyer / Workforce Housing 3 New Housing Construction 4 Mortgage Credit Certification 5 Strategies to Address Homelessness Start Year End Year Category 2015 2019 Affordable Housing 2015 2019 Affordable Housing 2015 2019 Affordable Housing 2015 2019 Affordable Housing 6 Transitional Housing 2015 2019 Affordable Housing Homeless 7 Senior Services 2015 2019 Non Homeless Special Needs Geographic Area Needs Addressed Funding Goal Outcome Indicator City of Tustin Housing Housing Other: Authority: $0 100 Other City of Tustin Housing Housing Authority: $300,000 City of Tustin Housing General Fund: $240,000 City of Tustin Housing Housing Authority: $0 2015 2019 Homeless City of Tustin Homeless Needs & Supportive Services City of Tustin CDBG Low/Mod Census Tract Target Area City of Tustin Homeless Needs & Supportive Services Public Service Needs Senior Programs Senior Services CDBG: $50,000 Housing Authority: $300,000 Housing Authority: $0 General Fund: $322,000 Other: 50 Other Homeowner Housing Added: 2 Household Housing Unit Other: 10 Other Homeless Person Overnight Shelter: 1096 Persons Assisted Other: 75 Other Public service activities other than Low/Moderate Income Housing Benefit: 10000 Persons Assisted
Sort Goal Name Order 8 Strategy for Non Housing Community Dev. Needs Start Year End Year Category 2015 2019 Non Housing Community Development 9 Other Youth Programs 2015 2019 Non Housing Community Development 10 New Parks/Recreation Facilities 2015 2019 Non Housing Community Development Geographic Area CDBG Low/Mod Census Tract Target Area City of Tustin CDBG Low/Mod Census Tract Target Area City of Tustin CDBG Low/Mod Census Tract Target Area Needs Addressed Funding Goal Outcome Indicator Tustin Family and Youth Center Public Service Needs Anti Crime Programs Youth Programs Tustin Family and Youth Center Public Service Needs Youth Programs Southwest Park Site Acquisition Other Public Facility Needs General Fund: $2,250,000 CDBG: $237,665 General Fund: $550,000 General Fund: $700,000 Other: 2 Other Public service activities other than Low/Moderate Income Housing Benefit: 7500 Persons Assisted Other: 1 Other
Sort Goal Name Order 11 Existing Parks/Recreation Facilities Start Year End Year Category 2015 2019 Non Housing Community Development Geographic Area City of Tustin Needs Addressed Funding Goal Outcome Indicator Tustin Sports Park Renovations Columbus Tustin Sports Fields Renovation Columbus Tustin Park Picnic Shelter Replacement Other Public Facility Needs Centennial Park Playground Renovations General Fund: $3,095,000 Other: 3 Other
Sort Goal Name Order 12 Infrastructure Improvements Start Year End Year Category 2015 2019 Non Housing Community Development 13 Graffiti Removal 2015 2019 Non Housing Community Development Geographic Area CDBG Low/Mod Census Tract Target Area City of Tustin CDBG Low/Mod Census Tract Target Area Needs Addressed Funding Goal Outcome Indicator Other Public Facility Needs Water/Sewer Improvements Armstrong Avenue Main Street Sidewalks Peters Canyon Channel Barranca Channel Improvements Barranca Detention Basin Other Infrastructure Needs Warner Avenue Newport Avenue Sewer Improvements Graffiti Abatement CDBG: $1,872,100 General Fund: $103,500,000 CDBG: $170,895 General Fund: $1,000,000 Other: 5 Other Other: 15000 Other
Sort Goal Name Order 14 Congregate/Home Delivered Meals Start Year End Year Category 2015 2019 Non Homeless Special Needs Geographic Area CDBG Low/Mod Census Tract Target Area City of Tustin Needs Addressed Funding Goal Outcome Indicator Public Service Needs Senior Programs Senior Services CDBG: $75,000 Other: 1500 Other
COMMUNITY DEVELOPMENT BLOCK GRANT PROJECT SELECTION PROCESS AND EVALUATION CRITERIA
COMMUNITY DEVELOPMENT BLOCK GRANT PROJECT SELECTION PROCESS AND EVALUATION CRITERIA The City reserves the right to act as sole judge of the content of the proposals submitted for City s evaluation and selection. The City further reserves the right to reject any or all project proposals. A. CONSOLIDATED PLAN - PRIORITY NEEDS To participate in the Federal Community Development Block Grant (CDBG) program, the City of Tustin has submitted to the U. S. Department of Housing and Urban Development a five-year planning document entitled the Consolidated Plan. The Plan details community needs and provides a strategy for addressing those needs. The Consolidated Plan contains a Listing of Priority Needs table which rates (high, medium, or low) a wide variety of community needs, including housing, homeless assistance, public facilities, infrastructure improvements, public services, economic development, and other community development needs. When considering projects and programs to be funded with CDBG monies, the proposals should address the community s priority needs (see attached). B. FUNDING CRITERIA Evaluation and selection of the requests for funding proposals will also be based upon the following considerations and criteria: 1. Completion of All Application Forms and Requested Information 2. Proposer s General Experience and Capability a. Proposer s demonstrated experience in the operation of programs similar to the one for which funding is requested. b. Proposer s demonstrated ability to provide the specific services proposed. c. Proposer s demonstrated financial status and ability to finance the proposal submitted. d. Local experience - consideration will be given to operators who have demonstrated experience in providing services to Tustin area residents. e. Proposer s other sources of funding. f. Proposer s verified history of compliance with obligations and responsibilities associated with contractual responsibilities or requirements City of Tustin Page 1 of 3 Evaluation Criteria
of State and/or Federal grants. 3. General Program Concepts and Approach a. Demonstration of a critical need for the proposed project by Tustin area residents. b. The anticipated number of low- and moderate-income Tustin residents to be served by the proposal. c. The size of the service area for said program and whether the project will indirectly benefit areas within Tustin having a concentration of low- and moderate-income residents. d. The proposal s response to any needs identified in the City s Consolidated Plan. 4. General Mandatory Guidelines for Funding Requests Submitted by Public Service Providers and Non-Profits Each organization must: a. Be a non-profit community organization committed to enhancing the quality of life for Tustin residents. b. Serve Tustin residents and provide documentation of such service. c. Be registered with the State of California as a non-profit community organization or, for new organizations, be registered at the time the funds are allocated. d. Have a Board of Directors whose meetings are open to the public. e. Provide the City of Tustin with a copy of current constitution/bylaws and policies and procedures. f. Demonstrate ability to generate financial and human resources from other sources. g. Not discriminate in employment or in clients served because of race, religion, sex, or national origin. h. Be accountable for revenue and expenditures through standard bookkeeping procedures. An annual audit at the agency s expense may be required, with the results available to the City of Tustin upon request. City of Tustin Page 2 of 3 Evaluation Criteria
5. Three (3) Year Funding Cycle Qualification Criteria for Year Two (2) and Year Three (3) Funding for Public Service Activities/Programs a. Activities must continue to meet the priority and objective for which the activity is funded in Year One (1); b. Activities must continue to leverage funds with other sources; c. Activities must be in compliance with contractual obligations; d. Activities must report accomplishments correctly in the Quarterly and Annual Performance Reports and/or other documentation as described in current year contract; e. Activities must receive a successful assessment of project performance and progress from City staff. C. EVALUATION PROCESS The City staff will review the proposals for eligibility to receive CDBG funds. An evaluation team comprised of the Citizen Participation Committee will conduct the evaluation of the proposals; however, it may also include elected officials and other community leaders. In all cases, members of the team will have appropriate experience in the evaluation and administration of projects, proposals, lease agreements, construction contracts, bid documents, and public service program operations. In connection with its evaluation, the team may, at its option, request interviews with those individuals or organizations proposing projects. During these interviews, the proposers will be allowed to present such evidence, as may be appropriate, for the team to accurately analyze all materials and documentation submitted with the proposals. The evaluation team will employ the applicable criteria and their expertise in evaluating all proposals and, working with City staff, shall submit a report to the City Council detailing a highest-tolowest ranking of all responsive proposals. D. APPROVAL OF FUNDING PROPOSAL Subsequent to the evaluation process, recommendations will be presented to the City Council for review and approval. Specific amounts of recommended allocations may not correlate with the amount requested by an agency. Funding recommendations shall be presented at a regular meeting of the City Council and are subject to public review and comment. Distribution of grant funds is contingent on receipt of monies from the Federal government and funding granted in one fiscal year does not assure an applicant of any future funding. S:\Cdd\CDBG\Application Info\Evaluation Criteria.doc City of Tustin Page 3 of 3 Evaluation Criteria
INCOME LIMITS FOR FISCAL YEAR 2018
COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM FY 2018 INCOME LIMITS (Based Upon 2018 HUD Income Data for Orange County Effective July 1, 2018) Household Size Extremely Low Income (up to 30% of MFI*) Maximum Income Very Low Income (up to 50% of MFI*) Low Income (up to 80% of MFI*) 1 $23,000 $38,300 $61,250 2 $26,250 $43,750 $70,000 3 $29,550 $49,200 $78,750 4 $32,800 $54,650 $87,450 5 $35,450 $59,050 $94,450 6 $38,050 $63,400 $101,450 7 $40,700 $67,800 $108,450 8 $43,300 $72,150 $115,450 *MFI: Median Family Income is $92,700
CDBG LOW/MODERATE CENSUS TRACT TARGET AREA
CDBG Low/ Moderate Census Tract Target Area 2018 HEWES FO OT HIL L SANTA CLARA 17TH PROSPECT YORBA O HO TUSTIN LD LT 1ST IR VI NE T US T MAIN IN RA NCH A OL RT PO IRVINE BR O W RE D NI NG MCFADDEN HI LL M O RE W AL NU EL CAMINO REAL BR YA N T NE W PO RT SY CA ED I M AR R ST O CDBG Low/Moderate Census Tract Target Area CIA NE R M JA NC A BO E RE RV AR D BA RR A Legend HA NG W AR VAL EN NG ER